Topic:"Energy Efficiency Financing" in M07544

During the hearing, EfficiencyOne argued that, "incentive levels are determined by various factors including comparison to other jurisdictions, market knowledge gained through historical program operation, market research and consumer pric...

AI summary EfficiencyOne argued that incentive levels are determined by various factors including comparisons with other jurisdictions and market research. The UARB directed EfficiencyOne to undertake research on best practices for incentive setting, emphasizing the need for quantitative analysis and minimum levels to induce participation. EfficiencyOne engaged CLEAResult to conduct the study.

Table 3: Research Engagement Phase Research and Engagement Phase Technology This research is conducted with the goal of understanding the savings opportunity for the technology, and to establish a range for the incentive level. All of the...

AI summary This section discusses the Research and Engagement Phase, focusing on understanding technology savings opportunities and establishing incentive levels. It highlights the use of benchmarking, market research, and the creation of documents similar to Technology Research Methodologies (TRMs) to guide incentive practices.

Current Programs Program Name Program Offer and Incentive Structure Residential Profile An online assessment tool is provided for customers to enter information about their home and receive energy savings tips and information regarding opt...

AI summary The document outlines several current programs, including a free online residential energy assessment tool, instant savings incentives for energy-efficient purchases, and a financial incentive program for retiring old appliances. These programs aim to promote energy efficiency and reduce energy consumption among residential customers.

For the Custom Program, CLEAResult has the following recommendations: General Principle Current Activities Recommended Activities combination with giving customers access to financial incentives in Custom and through another program, the B...

AI summary CLEAResult recommends combining the Custom Program with the Business Energy Rebates to provide customers with financial incentives. Ongoing program management is emphasized as an important activity.

Incentive Level-Setting Excel-Based Tool for Review Protocol To assist with determining incentive levels, CLEAResult has developed an Excel-based tool (which is provided as a separate file). The tool requires certain parameter inputs, and...

AI summary CLEAResult has developed an Excel-based tool to assist in determining incentive levels. The tool requires inputs such as sector, program delivery channel, financial motivation for participants, and financial impact. It provides considerations for setting incentives but does not offer specific financial recommendations.

Measure Program Budget Incentive Threshold Current Program Budget Incentive Custom Project Retrofit Track $25,475 $24,106 Table 29: Program Budget Incentive Level Threshold for Average Project in Custom Retrofit Cost Effectiveness Incentiv...

AI summary The document presents a table outlining the Program Budget Incentive Threshold and Current Program Budget Incentive for the Custom Project Retrofit Track, with values of $25,475 and $24,106 respectively. It also references Table 29, which discusses the Cost Effectiveness Incentive Level Threshold for Average Project in Custom Retrofit.

EfficiencyOne has a PAC target of 4.9 for this program. For the calculation, it is assumed that program administration costs are 40 percent of total expenditure, which leaves the incentive costs at 60 percent of expenditure. Therefore the...

AI summary EfficiencyOne has a Program Administration Cost (PAC) target of 4.9 for this program. It is assumed that program administration costs make up 40% of total expenditure, with incentive costs comprising the remaining 60%. As a result, program administration expenditure is 67% of incentive expenditure.

Comparison of Current Incentive Level to Incentive Level Thresholds Measure Cost to Customer Incentive Level Threshold Exceeded? Program Budget Incentive Level Threshold Exceeded? Cost Effectiveness Incentive Level Threshold Exceeded? Cust...

AI summary The document compares the current incentive level in the Custom Program to established incentive level thresholds across various measures, concluding that the Custom Program has appropriate incentive levels for the average project.

JURISDICTIONAL SCANS - GENERAL OBSERVATIONS Jurisdiction Peak Load (MW) or Annual Consumption (Therms) Population Served Types of Electricity Generation New York (ConEd) 2009-2015 (EEPS) 2012-2015 (EEPS II) 163.56 GWh (EEPS) Average $78.25...

AI summary The document presents a jurisdictional scan comparing energy data across various regions, including peak load, population served, electricity generation types, and cost metrics. It highlights differences in energy consumption, costs, and efficiency programs across jurisdictions such as New York, Vermont, Maine, and Massachusetts.

APPENDIX A-2: ONTARIO GAS (UNION GAS) Program Name Program Area Program Measures Links Heating & Cooling Incentive Residential This program features mail-in or online submission of rebates through participating HVAC contractors for qualify...

AI summary The Heating & Cooling Incentive program provides rebates for high-efficiency furnaces and air conditioners through participating HVAC contractors. The incentives are set based on the up-front cost difference between standard and efficient units, with a cost-effectiveness ceiling and a specific equipment mix.

Figure 22: Union Gas Targets & Performance Metric[s](#page-112-0) 4 Resource Acquisition Scorecard Large Volume Overhead - Revised $ 850,000 $ 850,000 $ 850,000 $ 850,000 $ 850,000 $ 4,250,000 Evaluation - Revised $ 63,000 $ 63,000 $ 63,00...

AI summary The document presents a detailed breakdown of Union Gas's resource acquisition and market transformation budgets, including overhead, evaluation, and administrative costs, along with performance metrics and targets for various programs.

EXISTING MAIN PROGRAMS – UNION GAS [4](#page-112-1) Program Area Program Name Description Incentives Links Resource Acquisition C&I Prescriptive Program provides customers rebates for a list of recommended efficient technologies and equipm...

AI summary Union Gas offers two main programs for commercial and industrial customers: C&I Prescriptive and C&I Custom. The Prescriptive program provides rebates for efficient technologies, while the Custom program offers incentives based on specific customer needs and savings realized.

CALIFORNIA ENERGY EFFICIENCY PROGRAM INCENTIVE & COST EFFECTIVENESS POLICY California has long been recognized as one of the leading jurisdiction in North America regarding the regulatory standards and policies established to guide the des...

AI summary California has implemented a 'Rolling Target' system for energy efficiency programs, requiring IOUs to submit annual budgets and a 'business plan' every five years. The CPUC has committed to allocating approximately $1B in ratepayer funds for energy efficiency and conservation programs.

2013-2015 Total Portfolio $/kWh 2013 2014 2015 Gross Savings (kWh) 828,999,924 845,181,086 769,529,791 Spending $ 317,221,372 $ 365,056,021 $ 385,199,846 $/kWh $ 0.38 $ 0.43 $ 0.50 Excludes C&S,EM&V and On-Bill Financing expenses reported...

AI summary The table presents data on energy efficiency programs from 2013 to 2015, including gross savings in kWh, spending, and the cost per kWh. It also includes incentive-to-administration spending ratios for PG&E. The section titled 'Cost Effectiveness' suggests a focus on evaluating the financial performance of these programs.

12 2013 2014 2015 2016 Electricity Savings (aMW) 50.3 57.7 53.1 55.1 Natural Gas Savings (MM Therms) 6.0 6.1 5.8 6.0 INCENTIVE-TO-ADMINISTRATION EXPENSE RATIOS

AI summary The table shows electricity and natural gas savings from 2013 to 2016, with a focus on incentive-to-administration expense ratios. These figures indicate energy efficiency achievements over the years.

Below are the incentive-to-administration expense ratios by year obtained from the annual approved budgets for the Energy Trust's Annual Budget and Action Plans. The expenses listed are related to energy efficiency. Please note that "admin...

AI summary The text provides incentive-to-administration expense ratios by year from the Energy Trust's annual approved budgets, focusing on energy efficiency. 'Administration' includes Energy Trust's program management, third-party delivery agent costs, marketing, IT, and evaluation costs, while incentives relate to product incentives and direct services like audits.

Figure 41: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 Year Cumulative Annual Reductions Cumulative Annual Peak Non- Curtailable Electric Demand Reductions Cumulative Peak Curtailable Demand Reductions Annu a...

AI summary Figure 41 presents data on energy savings and program costs for NYSERDA efficiency programs from 1998 to 2009. It includes cumulative annual energy reductions, peak demand reductions, and annual spending for various programs administered by NYSERDA and on behalf of three utilities: Consolidated Edison, National Fuel Gas, and National Grid.

The costs calculated in the TRC are costs paid by the program administrators and participants plus the increase in supply costs for any period when load is increased. Program Names (Targets in Dth) Target to Date Residential HVAC Multifami...

AI summary The TRC calculates costs paid by program administrators and participants, along with increased supply costs due to load increases. A table shows program targets and achievements from 2009 to 2015, and a section on incentive rate setting is mentioned.

Program Analysis Initiatives Target Market Incentive Setting Methodology Central Air- Conditioning Residential or business customers looking to add a thermostat to their property. Get a free thermostat ($400 value), and $25 thank you chequ...

AI summary The chunk outlines a program offering incentives for residential and business customers who install or upgrade thermostats. Residential customers receive a free thermostat, a thank you cheque, and additional incentives if a smart thermostat is already installed.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures (Prescriptive Incentives) Links Lighting Commercial  LED Fixtures  Lighting Controls Rebates are paid after purchase and subm...

AI summary The document outlines the core program offerings of Efficiency Vermont, focusing on residential and business programs. It includes details on lighting and refrigeration/commercial kitchen equipment incentives, specifying prescriptive and quasi-prescriptive rebates for qualified products.

MARKET STRUCTURE OVERVIEW The Efficiency Maine Trust Act came in effect in 2009 and is responsible for Efficiency Maine's inception as an independent Trust. Their purpose is to develop, plan, coordinate, and implement energy efficiency/alt...

AI summary The Efficiency Maine Trust Act, effective in 2009, established Efficiency Maine as an independent trust responsible for implementing energy efficiency programs in Maine. These programs aim for significant energy savings, job creation, and greenhouse gas reductions. Triennial plans are developed and approved by the MPUC, and funding is sourced from ratepayers, the Forward Capacity Market, and utility contracts.

Figure 56: 2011-2015 Gas Savings Result [11](#page-184-0) Year Total (MMBtu) 2011 16,115 2012 1,845 2013 12,169 2014 30,839 2015 19,274 Total 80,242 Figure 57: Gross Electricity Savings 12 Program Annual kWh Savings Lifetime kWh Savings Ef...

AI summary Figure 56 presents gas savings results from 2011 to 2015, with a total of 80,242 MMBtu saved. Figure 57 details electricity savings from various programs in Efficiency Maine, including annual and lifetime kWh savings, costs, and benefit-to-cost ratios for each program.

Figure 58: Gross Gas Savings [12](#page-185-0) Program Annual MMBtu Savings Lifetime MMBtu Savings Efficiency Maine Costs Participant Cost Lifetime Energy Benefit Cost/MMBTu (Lifetime) Benefit-to- Cost Ratio Business Incentive Program Natu...

AI summary The document presents data on gas savings and program costs for various energy efficiency initiatives in Maine, including business incentives, low-income direct install programs, and home energy savings programs. It also provides details on the use of funds in FY2015, highlighting administrative and program expenses.

Costs TRC at the Program level: - Costs incurred by program participants (incremental costs) - Costs of running the energy efficiency programs (delivery and administration costs) TRC at the Measure level: Costs incurred from the measure (i...

AI summary The text outlines Total Resource Costs (TRC) and Program Administrator Costs (PACT) at both the program and measure levels, detailing incremental costs, delivery and administration costs, and incentive costs associated with energy efficiency programs.

Figure 60: Benefit- Cost Ratios: Electric Programs 2015 [12](#page-185-0) Adjusted Gross Benefit-to-Cost-Ratio Net Benefit-to-Cost-Ratio Programs TRC PACT Last Evaluation Net to Gross Ratio TRC PACT Business Incentive Program Electric Meas...

AI summary The text presents benefit-cost ratios for various electric and natural gas programs in 2015, showing adjusted gross and net benefit-to-cost ratios. These ratios are calculated for different programs such as the Business Incentive Program, Home Energy Savings Program, and Low-Income Direct Install Initiative, with varying TRC and PACT values.

Figure 62: Electric Program Expenditures 2015 [12](#page-185-0) Program Incentive Delivery Total Business Incentive Program Electric Measures $15,642,304 $1,520,601 $17,162,905 Large Customer Program Electric Measures $6,439,194 $544,245 $...

AI summary Figure 62 presents a detailed breakdown of electric and natural gas program expenditures in 2015, including incentive, delivery, and total costs for various programs such as business incentives, home energy savings, and low-income initiatives, highlighting the overall financial commitment to energy efficiency and conservation efforts.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures Links No Cost Home Energy Assessments    Residential and Low  Income  For homeowners of 1-to-4 unit homes For landlords of 1-to...

AI summary The document outlines National Grid's core program offerings for residential and business customers, including no-cost home energy assessments, lighting and appliance rebates, and heating and cooling incentives. These programs aim to improve energy efficiency and reduce costs for customers.

General Description of PC Test Influence of PC Test on Incentive Levels The PC test is an evaluation of the financial benefits of a technology or service compared to the financial costs, from the perspective of the participant. The financi...

AI summary The PC test evaluates the financial benefits of a technology or service compared to its costs from the participant's perspective. Benefits include incentives and bill savings, while costs cover purchase, installation, and maintenance. The test is used to set incentives and is reported as a ratio, with a value over 1.0 indicating benefits exceed costs.

Component of Incremental Equipment Cost and Participant Cost Test Component of Participant Cost Test Upfront Purchase Costs Upfront Installation Costs Lifecycle Purchase Costs (excluding Upfront Purchase Costs) Lifecycle Installation Costs...

AI summary The text outlines the components of the Incremental Equipment Cost and Participant Cost Test, including upfront and lifecycle costs, incentives, and residual value. It mentions that an NPV analysis may be required depending on when the costs are incurred.

Unique Combination Customer Cost Considered Rationale for Selection Residential Customer LED A Lamp Purchase Current Incandescent A Lamp Burned Out (Replacement on Burnout) Retail Price Residential customers for small purchases look at ret...

AI summary The document discusses how different customer segments consider various cost parameters when making purchasing decisions. Residential customers focus on retail price for small purchases, while larger purchases involve project costs, incremental equipment costs, and payback. Commercial customers consider upfront costs, lifecycle operations, and payback. Incentive levels are often set as a percentage of the appropriate cost to customer.

Table 15 : ENS Program Overview Program Name Program Offer and Incentive Structure Type of Program (for CE modelling purposes) Business Energy Rebates This incentive offer for commercial and industrial customers is offered through a midstr...

AI summary The document outlines two ENS programs: Business Energy Rebates and Small Business Energy Solutions (SBES). Both programs provide incentives for energy-efficient equipment installation, with options for prescriptive rebates or interest-free financing. The Business Energy Rebates program is available to commercial and industrial customers, while SBES targets small businesses with lower energy consumption.

The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs. Program Identified Barriers Incentive Strategy 2) Residential customers receive incentives for installing el...

AI summary The text discusses an analysis of barriers and incentive strategies for four investigated programs, highlighting that residential customers receive incentives of 15-25 percent of project costs for installing eligible measures.

3. What is the acceptable incentive threshold in terms of Customer Cost? With respect to Customer Cost, there may be an acceptable incentive level threshold that is based on the retail price, project cost, Incremental Equipment Cost or pro...

AI summary The acceptable incentive threshold for Customer Cost is based on factors like retail price, project cost, and payback period. While a suggested limit of 100% of Incremental Equipment Cost is provided, this can be exceeded with justification. Guidelines suggest boundaries of 50-70% of retail price or project costs, or a minimum one-year payback period, but these are not hard limits.

The values for the Suggested Boundary/Ceiling are derived from the jurisdictional studies and CLEAResult's experience from program design and incentive setting activities. Basis for Customer Cost Incentive Threshold Customer and Decision S...

AI summary The document outlines the suggested boundary/ceiling for customer cost incentive thresholds based on jurisdictional studies and CLEAResult's experience in program design and incentive setting activities. It provides a table detailing different customer categories and their corresponding incentive thresholds.

With respect to cost effectiveness, there may be an acceptable incentive level threshold that is based on measure, program or portfolio cost effectiveness targets for the PAC. Suggestions for a boundary/ceiling could be based on the foreca...

AI summary The text discusses setting acceptable incentive level thresholds for the Publicly Available Cost (PAC) based on cost effectiveness, suggesting a boundary/ceiling based on forecasted benefits net of administration costs. It emphasizes that cost effectiveness should set ceilings, not drive incentive amounts, and recommends developing a consolidated calculator for EfficiencyOne.

For the Custom Program, EfficiencyOne gains an understanding of customer motivations and barriers through: 1. Market Research; 2. Ongoing Program Management; 3. Program Benchmarking; and 4. Program Evaluation. Market Research In 2014, Effi...

AI summary EfficiencyOne conducted market research indicating that financial incentives alone were insufficient to drive participation in energy efficiency programs. Surveys revealed that businesses valued educational incentives, such as energy modeling and commissioning expertise, more than monetary incentives. This insight led to a shift in strategy, emphasizing education alongside financial support through other programs like Business Energy Rebates.

Incentive Level-Setting Excel-Based Tool for Review Protocol To assist with determining incentive levels, CLEAResult has developed an Excel-based tool (which is provided as a separate file). The tool requires certain parameter inputs, and...

AI summary CLEAResult has developed an Excel-based tool to assist in determining incentive levels. The tool requires input parameters such as sector, program delivery channel, financial motivation, and financial impact. It provides considerations for setting incentive levels but does not offer specific financial recommendations.

Measure Program Budget Incentive Threshold Current Program Budget Incentive Custom Project Retrofit Track $25,475 $24,106 Table 33: Program Budget Incentive Level Threshold for Average Project in Custom Retrofit Cost Effectiveness Incentiv...

AI summary The text presents a table outlining the Program Budget Incentive Threshold and Current Program Budget Incentive for the Custom Project Retrofit Track, with values of $25,475 and $24,106 respectively. It also references Table 33, which details the Cost Effectiveness Incentive Level Threshold for Average Project in Custom Retrofit.

JURISDICTIONAL SCANS - GENERAL OBSERVATIONS Jurisdiction Peak Load (MW) or Annual Consumption (Therms) Population Served Types of Electricity Generation Nova Scotia (ENS) 2,124 MW ≈ 950,000 Coal, Renewables, Natural Gas Ontario Electricity...

AI summary The text presents a jurisdictional scan comparing electricity generation, peak load, population served, and energy efficiency frameworks across various regions, including Nova Scotia (ENS), Ontario, British Columbia, and others. It highlights differences in energy generation types, savings targets, and budget allocations for energy efficiency programs.

APPENDIX A-2: ONTARIO GAS (UNION GAS) Program Name Program Area Program Measures Links Residential Business New Construction This program features both a prescriptive and performance track for incentives. Prescriptive incentives are availa...

AI summary The document outlines energy efficiency programs offered by Ontario Gas (Union Gas), including residential and business initiatives with prescriptive and performance-based incentives. The programs aim to encourage energy efficiency through financial incentives tied to specific measures and cost-effectiveness criteria.

Figure 23: Union Gas Targets & Performance Metric[s](#page-125-0) 4 Resource Acquisition Scorecard Metric Units Weight 2016 Targo Metrics and Targets Cumulative Savings CCM (millions) 75% 1,1: Home Reno Rebate Participants Homes 25% 3,000...

AI summary Figure 23 outlines Union Gas's targets and performance metrics, including cumulative savings targets, participant numbers for various programs, and performance-based goals. Metrics include home renovation rebate participants, low-income savings, and market transformation targets.

EXISTING MAIN PROGRAMS – UNION GAS [4](#page-125-1) Program Area Program Name Description Incentives Links Resource Acquisition C&I Prescriptive Program provides customers rebates for a list of recommended efficient technologies and equipm...

AI summary The document outlines Union Gas's existing main programs, focusing on resource acquisition initiatives such as the C&I Prescriptive and C&I Custom programs, which provide rebates and incentives for efficient technologies and natural gas savings.

Program Analysis Initiatives Target Market Incentive Setting Methodology Multi-family Energy Efficiency (Electric and Gas) Customers that own/manage a multifamily building looking to make their property more energy efficient. Free in-unit...

AI summary The document outlines two energy efficiency programs: one targeting multifamily building owners and managers with various incentive methods, and another offering prescriptive rebates for commercial and industrial customers upgrading equipment. The incentives include direct installations, per kWh/therm savings, and rebates for specific equipment upgrades, with caps and TRC test requirements.

2012 2013 2014 2012–2014 Total Energy savings in megawatt- hours (MWh) 110,179 85,582 91,146 286,907 Total Resource Benefits 2 $118,358,445 $83,830,177 $82,101,439 $284,290,061 U.S. tons of carbon dioxide emissions avoided through efficien...

AI summary The document presents key quantifiable performance indicators (QPIs) for energy efficiency programs, including energy savings in megawatt-hours, total resource benefits, and carbon dioxide emissions avoided from 2012 to 2014. The results show that most goals were achieved or exceeded, with a notable 163% achievement in the ratio of gross electric benefits to spending.

Figure 57: 2011-2015 Gas Savings Result [11](#page-197-0) Year Total (MMBtu) 2011 16,115 2012 1,845 2013 12,169 2014 30,839 2015 19,274 Total 80,242 Figure 58: Gross Electricity Savings 12 Program Annual kWh Savings Lifetime kWh Savings Ef...

AI summary The text presents data on gas savings from 2011 to 2015 and electricity savings from Efficiency Maine programs. The data includes annual and lifetime savings, program costs, participant costs, and benefit-to-cost ratios for various initiatives.

Figure 59: Gross Gas Savings [12](#page-198-0) Program Annual MMBtu Savings Lifetime MMBtu Savings Efficiency Maine Costs Participant Cost Lifetime Energy Benefit Cost/MMBTu (Lifetime) Benefit-to- Cost Ratio Business Incentive Program Natu...

AI summary The text presents data on gas savings and financial expenditures related to energy efficiency programs in Maine. It includes tables with metrics like annual and lifetime MMBtu savings, costs, and benefit-to-cost ratios for various programs. It also outlines the use of funds in FY2015, categorized by program type and administrative expenses.

Figure 61: Benefit- Cost Ratios: Electric Programs 2015 [12](#page-198-0) Adjusted Gross Benefit-to-Cost-Ratio Net Benefit-to-Cost-Ratio Programs TRC PACT Last Evaluation Net to Gross Ratio TRC PACT Business Incentive Program Electric Meas...

AI summary The text presents benefit-cost ratios for various electric and natural gas programs in 2015, including adjusted gross and net benefit-to-cost ratios for different initiatives such as the Business Incentive Program, Home Energy Savings Program, and Low-Income Direct Install Initiative. These ratios are calculated using TRC and PACT metrics.

Figure 63: Electric Program Expenditures 2015 [12](#page-198-0) Program Incentive Delivery Total Business Incentive Program Electric Measures $15,642,304 $1,520,601 $17,162,905 Large Customer Program Electric Measures $6,439,194 $544,245 $...

AI summary Figure 63 outlines electric program expenditures for 2015, detailing various programs such as the Business Incentive Program, Home Energy Savings Program, and Low-Income Direct Install Initiative, along with their respective incentive, delivery, and total costs.

MASSACHUSETTS ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY Massachusetts is viewed as one of the leading jurisdictions for promoting energy efficiency in North America. It is ranked as the #1 jurisdiction in ACEEE's 20...

AI summary Massachusetts leads in energy efficiency, with aggressive targets set by the Green Communities Act. Programs are funded through multiple sources, including the Systems Benefit Charge and the Energy Efficiency Surcharge. A portion of the budget is allocated to low-income initiatives, and the state's 2016-2018 plan aims for 4,122 GWh of savings.

National Grid 2013-2015 Savings and Expenditure Sector Savings (MWh) Total Expenditure ($) Incentive Expenditure ($) Residential 805,157 $290,842,401 $222,323,354 Low Income 58,040 $85,604,742 $68,824,752 Commercial & Industrial 919,015 $3...

AI summary The document presents National Grid's energy savings and expenditure data from 2013 to 2015, showing savings and costs across residential, low-income, and commercial/industrial sectors. It also provides ratios of incentive to total program spending and spending per kWh for each sector.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures Links rebates Insulation improvements Residential  75 percent on costs of insulation up to $2,000  Potential to receive no-cost ta...

AI summary The document outlines National Grid's core program offerings for residential and business customers, including insulation improvements and wireless thermostat installation incentives. Rebates and discounts are provided to encourage energy efficiency measures.

Customer Cost Threshold The Customer Cost theoretical threshold for incentive setting is based on a customer's perception of what they are paying for a product. There are several considerations that may go into determining Customer Cost (s...

AI summary The Customer Cost theoretical threshold is determined by various factors including retail price, project cost, incremental equipment cost, and participant cost test/payback analysis. The choice of parameter depends on the customer, efficient option, and replacement decision. Customer education and research are emphasized to determine the most applicable threshold for different scenarios.

Research and Engagement Phase Technology Research This research is conducted with the goal of understanding the savings opportunity for the technology, and to establish a range for the incentive level. All of the jurisdictions investigated...

AI summary This section discusses the research and engagement phase in energy efficiency programs, focusing on technology research to understand savings opportunities and establish incentive levels. It highlights practices such as benchmarking, market research, and the use of Technology Readiness Models (TRMs) by various jurisdictions to set technical requirements for energy efficiency technologies.

Table 151115 : ENS Program Overview Program Name Program Offer and Incentive Structure Type of Program (for CE modelling purposes) Custom For larger commercial and industrial customers, recommissioning specialists will review the building'...

AI summary The ENS Program Overview table outlines custom energy efficiency programs for commercial and industrial customers, including recommissioning services and design assistance with incentives up to $25,000 and $15,000 respectively, depending on project parameters and cost-effectiveness.

The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs. Program Identified Barriers Incentive Strategy 2) Residential customers receive incentives for installing el...

AI summary The text discusses an analysis of barriers and incentive strategies for four investigated programs, focusing on residential customers receiving incentives of 15-25 percent of project costs for installing eligible measures.

The Custom Program Retrofit incentive provides a level of flexibility that is best-in-class. Incentives are individually negotiated, based on four different parameters: - 1. Capped at percentage of project costs; - 2. Capped by simple payb...

AI summary The Custom Program Retrofit incentive offers flexible, individually negotiated incentives based on multiple parameters. It allows ENS to balance customer, utility, and societal perspectives. Incentives average 20-25% of project costs and contribute to about 60% of program expenditure. The program encourages non-lighting measures for portfolio diversity and includes safeguards against collusion and information sharing.

s and cost information through discussions with the manufacturers and distributors, as well as through the submission of project invoices, which confirm product pricing. Program Evaluation Through the annual program evaluation process, the...

AI summary CLEAResult recommends continuing engagement with the supply chain and reviewing project invoices to understand technology savings and pricing. They also suggest investigating methods to document operating hours for program participants in the Instant Rebates stream and implementing recommendations from the General Principles section to support the Business Energy Rebates program.

Incentive Level-Setting Excel-Based Tool for Review Protocol To assist with determining incentive levels, CLEAResult has developed an Excel-based tool (which is provided as a separate file). The tool requires certain parameter inputs, and...

AI summary CLEAResult has developed an Excel-based tool to assist in determining incentive levels. The tool requires inputs such as sector, program delivery channel, financial motivation, and financial impact. It provides considerations for setting incentives but does not offer specific financial recommendations.

Parameter Program Budget Incentive Level Threshold Total Expenditure (Incentive + Program Administration) $0.26/kWh Incentive Expenditure (@ 30% Program Administration Expenditure) $0.18/kWh Incentive Expenditure (@ 20% Program Administrat...

AI summary The document presents two tables outlining the program budget incentive level thresholds for the Instant Savings program. It highlights that most current incentives are within acceptable limits, with only three measures exceeding the threshold: the ENERGY STAR specialty lamp, ENERGY STAR recessed downlight, and the dimmer switch.

Measure Energy Savings Persistence Cost Effectiveness Threshold Custom Project Retrofit Track 10 3.14 Custom Project Retrofit Track 15 4.50 Custom Project Retrofit Track 20 5.69 Table 343034: Cost Effectiveness Incentive Level Threshold fo...

AI summary The table outlines the cost effectiveness incentive level thresholds for the Custom Project Retrofit Track based on energy savings persistence. The analysis indicates that the Program Administrator Cost (PAC) exceeds 4.9 for measures with energy savings persistence over 15 years, with a break-even point between 16-17 years.

APPENDIX A-2: ONTARIO GAS (UNION GAS) Program Name Program Area Program Measures Links Heating & Cooling Incentive Residential The incentives were set based on analyzing the up-front cost difference to the consumer between a standard unit...

AI summary The document outlines two programs under the Ontario Gas (Union Gas) initiative. The first provides incentives for residential heating and cooling based on up-front cost differences and cost-effectiveness. The second program offers incentives for residential new construction, including prescriptive and performance tracks for energy efficiency measures.

Figure 232223: Union Gas Targets & Performance Metrics [44](#page-130-0) Resource Acquisition Scorecard Metric Units Weight 2016 Target Metrics and Targets Cumulative Savings CCM (millions) 75% 1,110 Home Reno Rebate Participants Homes 25%...

AI summary The text presents a scorecard with performance metrics and targets for Union Gas, including cumulative savings, participant numbers, and savings percentages for various programs such as Home Reno Rebate, RunSmart, and SEM, with specific targets for different years and categories.

EXISTING MAIN PROGRAMS – UNION GAS [44](#page-130-1) Program Area Program Name Description Incentives Links (Total not to exceed 50 percent of project cost) money-and energy/enginee ring-projects

AI summary The document outlines existing main programs for Union Gas, focusing on program areas, names, descriptions, incentives, and links. It highlights incentives not exceeding 50 percent of project costs for certain initiatives.

- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) Benefits Costs Avoided electric energy costs Avoided electric capacity costs Avoided non-electric fuel costs Customer non-...

AI summary The text outlines the calculation of net levelized cost per kWh, which is determined by dividing the present value of costs (excluding electric energy benefits) by the present value of energy savings. It lists various categories of benefits and costs associated with energy efficiency programs.

2010 $2.046.E99 2011 $3,046,588 2012 2013 $8,066,906 $4,748,800 $25,945,436 $12,790,000 $6,963,628 2014 $6,000,900 φ4,740,000 $25,945,430 $12,790,000 φ0,903,026 2015 Figure 464546 : Electric Savings Result 99 Program Names (Savings in MWh)...

AI summary The text presents tables showing electric and gas savings results from various programs between 2009 and 2015. It includes data on accumulated savings, program names, and specific savings by program type and year. The section also mentions 'Cost Effectiveness Testing,' indicating a focus on evaluating the financial performance of these programs.

Program Analysis Initiatives Target Market Incentive Setting Methodology Central Air Conditioning (Electric) Residential or business customers looking to add a thermostat to their property. Residential customers who already own a smart the...

AI summary The document outlines three energy efficiency initiatives by Con Edison, including incentives for residential and business customers to install thermostats and upgrade to energy-efficient appliances, with specific rebate and incentive amounts provided.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures (Prescriptive Incentives) Links Electronics Residential  Advanced Power Strips Incentive provided through a coupon at particip...

AI summary The document outlines the core program offerings of Efficiency Vermont for residential and business customers, focusing on incentives for energy-efficient electronics and heating, cooling, and ventilation systems. Rebates are provided through coupons or mail-in forms, with some incentives being instant based on product qualifications.

Figure 595859: Gross Gas Savings [1212](#page-206-0) Program Annual MMBtu Savings Lifetime MMBtu Savings Efficiency Maine Costs Participant Cost Lifetime Energy Benefit Cost/MMBTu (Lifetime) Benefit-to- Cost Ratio Business Incentive Progra...

AI summary The text presents tables detailing gas savings and program costs for various energy efficiency initiatives in Maine, highlighting savings, costs, and benefit-to-cost ratios. It also includes a breakdown of FY2015 payments for different programs and categories, indicating the distribution of funds.

Figure 616061: Benefit- Cost Ratios: Electric Programs 2015 [1212](#page-206-0) Adjusted Gross Benefit-to-Cost-Ratio Net I Benefit-to-Cost-F Ratio Programs TRC PACT Last Evaluation Net to Gross Ratio TRC PACT Business Incentive Program Ele...

AI summary The text presents benefit-cost ratios for various electric and natural gas programs in 2015, including details such as TRC, PACT, and net-to-gross ratios. These data are used to evaluate the effectiveness and cost-efficiency of different energy programs.

Figure 636263: Electric Program Expenditures 2015 [1212](#page-206-0) Program Incentive Delivery Total Business Incentive Program Electric Measures $15,642,304 $1,520,601 $17,162,905 Large Customer Program Electric Measures $6,439,194 $544...

AI summary The text presents a table detailing electric and natural gas program expenditures in 2015, including incentive, delivery, and total costs for various initiatives such as the Business Incentive Program, Home Energy Savings Program, and Low-Income Direct Install Initiative. It provides a breakdown of costs across different programs and fuels.

MASSACHUSETTS ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY Massachusetts is viewed as one of the leading jurisdictions for promoting energy efficiency in North America. It is ranked as the #1 jurisdiction in ACEEE's 20...

AI summary Massachusetts is a leader in energy efficiency, with aggressive targets and funding mechanisms. The Green Communities Act mandates cost-effective energy efficiency programs, requiring utilities to prioritize efficiency over supply resources. The 2016-2018 plan aims for 4,122 GWh of savings with a budget of $1.96 billion, with 10% allocated to low-income programs. Funding sources include the Systems Benefit Charge, Forward Capacity Market revenues, and cap and trade programs.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures Links No Cost Home Energy Assessments    Residential and Low  Income  For homeowners of 1-to-4 unit homes For landlords of 1-to...

AI summary The document outlines National Grid's core program offerings for residential and business customers, including no-cost home energy assessments, lighting and appliance rebates, and heating and cooling incentives. These programs aim to promote energy efficiency and reduce energy consumption.

Customer Cost Threshold The Customer Cost theoretical threshold for incentive setting is based on a customer's perception of what they are paying for a product. There are several considerations that may go into determining Customer Cost (s...

AI summary The text discusses the Customer Cost threshold for incentive setting, highlighting factors such as retail price, project cost, incremental equipment cost, and participant cost test/payback analysis. It emphasizes the importance of considering customer perception and the need for tailored incentive design and customer education based on different scenarios.

Research and Engagement Phase Technology This research is conducted with the goal of understanding the savings opportunity for the technology, and to establish a range for the incentive level. All of the jurisdictions investigated identifi...

AI summary This section discusses the research and engagement phase in energy efficiency programs, emphasizing the importance of understanding savings opportunities and setting incentive levels. It highlights the role of benchmarking, market research, and the use of technology readiness matrices (TRMs) in evaluating energy efficiency technologies and setting technical requirements for eligibility.

Table 15 : ENS Program Overview Program Name Program Offer and Incentive Structure Type of Program (for CE modelling purposes) Name costs $99, and based on changes to the design, the customer can receive up to $2,000 in rebates. The rebate...

AI summary The table outlines the ENS Program Overview, highlighting the rebates and incentive structures for residential and business energy efficiency programs. Residential customers receive rebates based on energy performance improvements, while commercial and industrial customers have options for prescriptive incentives or interest-free financing.

Basis for Program Budget Incentive Threshold Customer and Decision Basis Suggested Upper Limit Low Income Customer, Direct Install Model $/kWh $1.20/kWh Residential Customer, Small Purchase at Retailer $/kWh $0.50/kWh Residential Customer,...

AI summary The document presents tables outlining suggested upper limits for program budget incentive thresholds based on customer type and decision. These thresholds are set in dollars per kilowatt-hour (kWh) and total incentive amounts for different customer categories, including low-income, residential, and commercial/industrial customers.

The Custom Program Retrofit incentive provides a level of flexibility that is best-in-class. Incentives are individually negotiated, based on four different parameters: 1. Capped at percentage of project costs; - 2. Capped by simple paybac...

AI summary The Custom Program Retrofit incentive allows for flexible, individually negotiated incentives based on multiple parameters, ensuring cost visibility for all stakeholders. Incentives average 20-25% of project costs, with program expenditure averaging $0.10/kWh - $0.15/kWh. The program promotes non-lighting measures for portfolio diversity and includes safeguards against collusion and information sharing.

Incentive Level-Setting Excel-Based Tool for Review Protocol To assist with determining incentive levels, CLEAResult has developed an Excel-based tool (which is provided as a separate file). The tool requires certain parameter inputs, and...

AI summary CLEAResult has developed an Excel-based tool to assist in determining incentive levels. The tool uses input parameters such as sector, program delivery channel, financial motivation, and financial impact to provide considerations for setting incentives. It does not offer specific financial recommendations but serves as a platform for analysis.

Measure Energy Savings Persistence Cost Effectiveness Threshold Custom Project Retrofit Track 10 3.14 Custom Project Retrofit Track 15 4.50 Custom Project Retrofit Track 20 5.69 Table 35: Cost Effectiveness Incentive Level Threshold for Av...

AI summary The table outlines the energy savings persistence and cost effectiveness threshold for the Custom Project Retrofit Track. The PAC exceeds 4.9 for measures with energy savings persistence greater than 15 years, and the break-even point is between 16-17 years. EfficiencyOne is advised to consider the energy savings persistence when evaluating individual project incentives.

Comparison of Current Incentive Level to Incentive Level Thresholds Measure Cost to Customer Program Budget Cost Effectiveness Incentive Level Incentive Level Incentive Level Threshold Exceeded? Threshold Exceeded? Threshold Exceeded? Cust...

AI summary The document compares the current incentive level in the Custom Project Retrofit Track to established thresholds, indicating that none of the thresholds have been exceeded. It concludes that the Custom Program has appropriate incentive levels for the average project.

JURISDICTIONAL SCANS - GENERAL OBSERVATIONS Jurisdiction Peak Load (MW) or Annual Consumption (Therms) Population Served Types of Electricity Generation Union Gas 2015-2020 211,791,091 m3 (Cumulative Cubic Meters) $51.05 N/A $0.24/m3 $0.10...

AI summary The text provides jurisdictional scans comparing energy consumption, generation, and efficiency programs across various regions including Union Gas, British Columbia Hydro, California (PG&E), Energy Trust of Oregon, and New York (ConEd). It includes metrics like peak load, population served, electricity generation types, and program savings targets.

APPENDIX A-2: ONTARIO GAS (UNION GAS) Program Name Program Area Program Measures Links Heating & Cooling Incentive Residential This program features mail-in or online submission of rebates through participating HVAC contractors for qualify...

AI summary This document outlines the Heating & Cooling Incentive program, a residential initiative offering rebates for high-efficiency furnaces and central air conditioners. Rebates are submitted through participating HVAC contractors and are based on the upfront cost difference between standard and efficient units, with a specific equipment mix and cost-effectiveness considerations.

Figure 23: Union Gas Targets & Performance Metric[s](#page-125-0) 4 Resource Acquisition Scorecard Commercial & Industrial Direct Install - Revised $ 500,000 6,699,181 $ 2,500,000 $ 2,500,000 $ 2,500,000 $ 2,500,000 $ 10,500,000 Commercial...

AI summary The document presents Union Gas's targets and performance metrics, including budget figures for various programs such as Commercial & Industrial Direct Install, Custom studies, and Resource Acquisition. It also includes performance-based programs like RunSmart and Strategic Energy Management (SEM), along with associated overhead costs and budget allocations.

EXISTING MAIN PROGRAMS – UNION GAS [4](#page-125-1) Program Area Program Name Description Incentives Links Resource Acquisition C&I Prescriptive Program provides customers rebates for a list of recommended efficient technologies and equipm...

AI summary Union Gas offers two programs for commercial and industrial customers: C&I Prescriptive and C&I Custom. The C&I Prescriptive program provides rebates for efficient technologies, while the C&I Custom program offers incentives based on natural gas savings realized by the customer's specific needs.

- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) Benefits Costs Avoided electric energy costs Avoided electric capacity costs Avoided non-electric fuel costs Customer non-...

AI summary The text outlines the calculation of net levelized cost per kWh, focusing on the ratio of present value of costs (excluding electric energy benefits) to present value of energy savings. It lists various benefits and costs associated with energy efficiency programs, including avoided costs, customer impacts, and program expenses.

Program Analysis Initiatives Target Market Incentive Setting Methodology Residential Rebate (Electric) Residential customers looking to upgrade to more energy efficient appliances. Appliance rebate up to $75 available on refrigerators, dis...

AI summary The document outlines various energy efficiency programs targeting residential and small business customers, including appliance rebates, thermostat incentives, and direct installation services. These initiatives aim to encourage energy-efficient upgrades by providing financial incentives and support.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures (Prescriptive Incentives) Links Agricultural Equipment Rebates Agricultural (Commercial)  Lighting  Equipment Rebates are pai...

AI summary The document outlines Efficiency Vermont's core program offerings for residential and business customers, including agricultural equipment rebates and appliance incentives. Rebates are available for items such as dehumidifiers, clothes dryers, and refrigerators, with specific qualification criteria and application processes outlined.

Figure 59: Gross Gas Savings [12](#page-198-0) Program Annual MMBtu Savings Lifetime MMBtu Savings Efficiency Maine Costs Participant Cost Lifetime Energy Benefit Cost/MMBTu (Lifetime) Benefit-to- Cost Ratio Business Incentive Program Natu...

AI summary Figure 59 presents gross gas savings data across various energy efficiency programs in Maine, highlighting annual and lifetime MMBtu savings, costs, and benefit-to-cost ratios. Figure 60 outlines FY2015 payments for these programs, detailing administrative and program-specific expenditures. The data emphasizes the cost-effectiveness of different initiatives, with some programs showing high benefit-to-cost ratios.

Costs TRC at the Program level: - Costs incurred by program participants (Incremental Equipment Costs) - Costs of running the energy efficiency programs (delivery and administration costs) TRC at the Measure level: Costs incurred from the...

AI summary The text outlines different cost categories at the Program and Measure levels, including Incremental Equipment Costs, delivery and administration costs, and incentive costs, distinguishing between TRC and PACT frameworks for energy efficiency programs.

Figure 63: Electric Program Expenditures 2015 [12](#page-198-0) Program Incentive Delivery Total Business Incentive Program Electric Measures $15,642,304 $1,520,601 $17,162,905 Large Customer Program Electric Measures $6,439,194 $544,245 $...

AI summary Figure 63 presents a breakdown of electric program expenditures in 2015, detailing incentive, delivery, and total costs for various programs, including business incentives, consumer products, home energy savings, and low-income initiatives. It also includes expenditures related to natural gas and other fuels measures.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures Links Wireless Thermostat and Installation Incentive Residential  Select from the qualifying models, purchase up to three units at...

AI summary The document outlines National Grid's core program offerings for residential and business customers, including incentives for wireless thermostat installation and residential new construction energy efficiency upgrades. These programs provide financial support for energy-efficient measures and require collaboration with certified professionals.

Component of Incremental Equipment Cost and Participant Cost Test Component of Participant Cost Test Upfront Purchase Costs Upfront Installation Costs Lifecycle Purchase Costs (excluding Upfront Purchase Costs) ] Lifecycle Installation Cos...

AI summary This table outlines the components of the Incremental Equipment Cost and Participant Cost Test, which includes upfront and lifecycle costs, program incentives, and residual value considerations.

Customer Cost Threshold The Customer Cost theoretical threshold for incentive setting is based on a customer's perception of what they are paying for a product. There are several considerations that may go into determining Customer Cost (s...

AI summary The Customer Cost threshold for incentive setting considers various parameters like retail price, project cost, incremental equipment cost, and participant cost test/payback analysis. These factors influence how customers perceive their costs and affect the design of incentives. The document highlights the importance of understanding customer perception and the need for research to determine appropriate thresholds and opportunities for customer education.

Budget Threshold Measure level, program or portfolio budgets can also limit incentive levels. For example, for high-volume measures, there may be an overall budgetary restriction due to the volume risk of participation. Additionally, certa...

AI summary Budget thresholds can limit incentive levels in energy efficiency programs, particularly for high-volume measures. Jurisdictions may use unitary savings metrics like \/kWh to cap spending. Commercial and industrial sectors generally have lower \/kWh spending than residential, requiring a balance to maintain effective incentives within available budgets.

Incentive Setting Component Factors that can Place Upwards Pressure on Incentive Rates Factors that can Place Downwards Pressure on Incentive Rates Budget Impact • Reduction in administration costs, leaving additional space in the budget....

AI summary The table outlines factors influencing incentive rates in programs, including budget impact, customer and technology research, supply chain discussions, benchmarking, program evaluation, financing, and education. Upward and downward pressures on incentives are identified based on various considerations such as cost changes, customer participation, and market conditions.

Year Annual Savings (GWh) Expenditure ($ million) Unit Cost ($/kWh) 2016 139.9 $50.5 $0.36/kWh 2017 141.7 $50.0 $0.35/kWh 2018 136.2 $52.4 $0.38/kWh Total 417.8 $152.9 $0.37/kWh Table 14 : 4 : Nova Scotia Achievable Potential Summary

AI summary The table presents annual energy savings and expenditures from 2016 to 2018, showing consistent savings in GWh with slight variations in expenditure and unit cost per kWh. The total savings and expenditure over the three years are also summarized.

Table 15 : ENS Program Overview Program Name Program Offer and Incentive Structure Type of Program (for CE modelling purposes) Appliance Retirement Residential customers receive a financial incentive for the old equipment that is being pro...

AI summary The table outlines three ENS programs: Appliance Retirement, Home Energy Assessment, and Residential Direct Install and Rental Properties and Condos. Each program provides financial incentives, assessments, or direct installations to encourage energy efficiency improvements among residential customers.

The values for the Suggested Boundary/Ceiling are derived from the jurisdictional studies and CLEAResult's experience from program design and incentive setting activities. Basis for Customer Cost Incentive Threshold Customer and Decision S...

AI summary The Suggested Boundary/Ceiling values are derived from jurisdictional studies and CLEAResult's experience in program design and incentive setting. The table outlines different customer categories and their corresponding incentive thresholds, including suggested boundaries and ceilings for various types of purchases and installations.

Basis for Program Budget Incentive Threshold Customer and Decision Basis Suggested Boundary/CeilingUpper Limit Low Income Customer, Direct Install Model $/kWh $1.20/kWh Residential Customer, Small Purchase at $/kWh $0.50/kWh Basis for Prog...

AI summary The document outlines suggested incentive thresholds for various customer types and program categories, including low-income customers, residential, and commercial/industrial customers, with specific dollar-per-kWh and total incentive limits provided for each category.

ac • u E f f ic ien On ho l d int du fo l ion l i da ion t t • cy e s u ro ce a rm a me as ure s as su mp v a d l. Ma he j is d ic ion fer he l a t t to t p roc es s a n su mm ary m an ua ny o r ur s re m an ua s he T R M d ha for l fo int...

AI summary The document outlines the implementation of efficiency measures and the development of a comprehensive energy plan for Nova Scotia from 2015 to 2020, focusing on energy efficiency, renewable energy, and stakeholder engagement. It includes discussions on policy frameworks, program development, and the role of Efficiency Nova Scotia.

Through ongoing program management efforts, the limited uptake in the low cost financing offer indicates that direct financial support in the form of an incentive is more attractive, versus alleviating cash flow and capital purchasing conc...

AI summary EfficiencyOne has observed limited uptake in low-cost financing for energy efficiency projects, suggesting that direct incentives are more effective. The Custom Compressed Air Optimization service revealed a need for education on leak detection, which was addressed through an educational incentive, leading to cost-effective savings.

Program Benchmarking When the Custom Retrofit program was designed in 2008, the initial incentive was designed using a $/kWh incentive rate based on a similar program by Manitoba Hydro. It was unknown what incentive level customers in Nova...

AI summary The Custom Retrofit program, introduced in 2008, initially used a \/kWh incentive rate based on Manitoba Hydro's program. Over time, through customer feedback and program experience, this rate now serves as a ceiling for individually negotiated incentives.

Other Considerations for the Custom Program The Custom Program Retrofit incentive provides a level of flexibility that is best-in-class. Incentives are individually negotiated, based on four different parameters: - 1. Capped at percentage...

AI summary The Custom Program Retrofit incentive offers flexibility through individually negotiated incentives based on multiple parameters. It allows ENS to balance customer, utility, and societal perspectives. The program's expenditure averages $0.10/kWh to $0.15/kWh, with a growing emphasis on non-lighting projects. Avoided supply costs in Nova Scotia do not consider timing of savings, and local avoided costs can influence incentives once available.

Incentive Level-Setting Excel-Based Tool for Review Protocol To assist with determining incentive levels, CLEAResult has developed an Excel-based tool (which is provided as a separate file). The tool requires certain parameter inputs, and...

AI summary CLEAResult has developed an Excel-based tool to assist in determining incentive levels. The tool uses parameters such as sector, program delivery channel, financial motivation, and financial impact to provide considerations for setting incentives. It does not offer specific financial recommendations but supports the incentive-setting process with general principles and documentation templates.

Program Budget Incentive Level Threshold As discussed in the Financial Impact Analysis section of the General Principles recommendations, a program that features commercial and industrial customers making either large capital equipment pur...

AI summary The document discusses the program budget incentive level threshold for commercial and industrial customers, suggesting a limit of $0.25/kWh and $500,000. The 2016 Custom Program uses a lower limit of $0.20/kWh, and this threshold is not exceeded for typical custom retrofit projects.

Measure Program Budget Incentive Threshold Current Program Budget Incentive Custom Project Retrofit Track $25,475 $24,106 Table 34: Program Budget Incentive Level Threshold for Average Project in Custom Retrofit

AI summary Table 34 presents the Program Budget Incentive Level Threshold for Average Project in Custom Retrofit, showing a threshold of $25,475 and a current incentive level of $24,106.

APPENDIX A-2: ONTARIO GAS (UNION GAS) Program Name Program Area Program Measures Links Retailer (Coupons, Instant Rebates) Residential This program features prescriptive incentives for qualifying measures, purchased from participating reta...

AI summary This document outlines a residential energy efficiency program by Union Gas in Ontario, offering prescriptive incentives for qualifying measures such as LEDs and power strips, with incentives based on up-front costs and cost effectiveness as a secondary ceiling.

Avoided Costs Within California, the avoided costs of electricity are generated by E3 for a 20-year period based on the following components: generation energy, generation capacity, ancillary services, transmission and distribution capacit...

AI summary The document discusses avoided costs in California, including components like generation energy, capacity, and environmental benefits, as well as natural gas avoided costs. The avoided cost model is updated periodically, with the most recent update in 2011.

Below are the incentive-to-administration expense ratios by year obtained from the annual approved budgets for the Energy Trust's Annual Budget and Action Plans. The expenses listed are related to energy efficiency. Please note that "admin...

AI summary The text provides incentive-to-administration expense ratios by year, derived from the Energy Trust's annual approved budgets. These ratios relate to energy efficiency incentives and administration costs, including program management, third-party delivery, marketing, IT, and evaluation expenses.

Program Analysis Initiatives Target Market Incentive Setting Methodology Residential Residential customers looking to Rebate for HVAC systems, electric heat pump water heater, and Electric upgrade HVAC, water heater, or programmable thermo...

AI summary The document outlines a residential incentive program offering rebates for HVAC systems, electric heat pump water heaters, and programmable thermostats. The incentive amounts are determined based on the efficiency of the installed equipment.

Previous Results (Savings, Expenditure, Cost Effectiveness) Year Electricity Savings Expenditure Cost Effectiveness 2013 Not Available Not Available Not Available 2014 Not Available Not Available Not Available 2015 Not Available Not Availa...

AI summary The document includes tables with data on electricity savings, expenditure, and cost effectiveness for the years 2013 to 2018, though all data points are marked as 'Not Available'. It also references an 'Incentive Level Setting Methodology', indicating a focus on future planning and program design.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures (Prescriptive Incentives) Links Lighting Commercial LED Fixtures Lighting Controls Rebates are paid after purchase and submissi...

AI summary The document outlines core program offerings by Efficiency Vermont, focusing on residential and business energy efficiency initiatives. It details programs such as lighting and refrigeration rebates for commercial use, including eligibility criteria and incentive structures.

Figure 57: 2011-2015 Gas Savings Result 11 Year Total (MMBtu) 2011 16,115 2012 1,845 2013 12,169 2014 30,839 2015 19,274 Total 80,242 Figure 58: Gross Electricity Savings 12 Program Annual kWh Savings Lifetime kWh Savings Efficiency Maine...

AI summary The text presents data on gas savings from 2011 to 2015 and electricity savings from various programs in Efficiency Maine. The data includes total savings, costs, and benefit-to-cost ratios for different initiatives.

Figure 59: Gross Gas Savings 12 Program Annual MMBtu Savings Lifetime MMBtu Savings Efficiency Maine Costs Participant Cost Lifetime Energy Benefit Cost/MMBTu (Lifetime) Benefit-to- Cost Ratio Business Incentive Program Natural Gas Measure...

AI summary The text presents data on gas savings and program costs from various energy efficiency initiatives in Maine, highlighting the annual and lifetime MMBtu savings, costs, and benefit-to-cost ratios for different programs. It also includes a breakdown of FY2015 payments for administration, residential, business, and cross-cutting programs, emphasizing the financial allocation across these categories.

Figure 61: Benefit- Cost Ratios: Electric Programs 2015 12 Adjusted Gross Benefit-to-Cost-Ratio Net Benefit-to-Cost-Ratio Programs TRC PACT Last Evaluation Net to Gross Ratio TRC PACT Business Incentive Program Electric Measures 2.21 4.33...

AI summary The text presents benefit-cost ratios for various electric and natural gas programs in 2015, highlighting the adjusted gross and net benefit-to-cost ratios for different initiatives. These figures are used to evaluate the effectiveness and economic viability of energy efficiency and incentive programs.

Figure 63: Electric Program Expenditures 2015 12 Program Incentive Delivery Total Business Incentive Program Electric Measures $15,642,304 $1,520,601 $17,162,905 Large Customer Program Electric Measures $6,439,194 $544,245 $6,983,439 Small...

AI summary Figure 63 outlines electric program expenditures in 2015, detailing incentive, delivery, and total costs for various programs such as the Business Incentive Program, Home Energy Savings Program, and Low-Income Direct Install Initiative. It also includes expenditures related to natural gas and other fuels measures.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Program Name Program Area Program Measures Links Deep Energy Retrofit Residential • Roof upgrades ($3.00/sqft), exterior walls ($3.50/sqft) and basement insulation ($2.00/sqft...

AI summary The document outlines National Grid's core program offerings for residential and business customers, including incentives for deep energy retrofits and rebates for early heating and cooling equipment replacement. These programs aim to improve energy efficiency and reduce costs for participants.