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Topic/Matter Intersection

Topic:"Energy Efficiency" in M07544

Matter: E-ENS-R-16 - EfficiencyOne - Incentive Setting Methodology Review and RecommendationsGroup with M06733
675 passages 13 documents

Energy Efficiency across all matters →

E-1Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan 125 passages
EfficiencyOne p. p. 0
EfficiencyOne IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application pursuant to Subsection 79J(3) of the Public Utilities Act for Approval of the 2016-2018 Supply Agreement fo...

AI summary The proceeding involves an application under the Public Utilities Act for approval of a 2016-2018 supply agreement related to electricity efficiency and conservation activities.

Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan p. pp. 0-1
Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan FILED June 30, 2016

AI summary The document outlines the incentive-setting methodology based on the CLEAResult Report and EfficiencyOne Implementation Plan, filed on June 30, 2016. It details approaches for energy efficiency programs and regulatory frameworks in Nova Scotia.

24 1.1 Background p. pp. 3-4
24 1.1 Background 25 During the 2016-2018 DSM Resource Plan regulatory process, Intervenor 26 discussion emerged on the appropriateness of EfficiencyOne's incentive levels 27 for Efficiency Nova Scotia electricity efficiency programs. As a...

AI summary During the 2016-2018 DSM Resource Plan process, EfficiencyOne faced scrutiny over its incentive levels for electricity efficiency programs. The UARB ordered a review of incentive methodologies, leading to a Scope of Work, stakeholder consultations, and CLEAResult's selection to analyze Nova Scotia's market and propose reforms. The process aimed to align incentives with regulatory standards and improve program rigor.

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. p. 4
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 2 EfficiencyOne shared a preliminary draft report with the DSMAG on April 11, 3 2016. This draft report provided CLEAResult's detailed research methodology, 4 but did not pr...

AI summary EfficiencyOne shared a preliminary and final draft report with the DSMAG in 2016, receiving feedback that led to improvements in the methodology for setting incentives. Stakeholders requested more detailed reports to provide meaningful comments.

2. SUMMARY OF CLEARESULT'S RECOMMENDATIONS CLEAResult's findings indicate that EfficiencyOne's incentive setting methodology is well aligned with other surveyed jurisdictions, and follows recommended principles of incentive design.[5](#page-6-1) CLEAResult has proposed three main areas of improvement for EfficiencyOne as presented in their general p. pp. 5-6
2. SUMMARY OF CLEARESULT'S RECOMMENDATIONS CLEAResult's findings indicate that EfficiencyOne's incentive setting methodology is well aligned with other surveyed jurisdictions, and follows recommended principles of incentive design.[5](#pag...

AI summary CLEAResult's findings indicate that EfficiencyOne's incentive setting methodology is well aligned with other jurisdictions and follows recommended principles. CLEAResult proposes three main areas of improvement, including updating assumptions for various technologies and implementing a TRM approach for better energy savings and cost effectiveness metrics.

CLEAResult, EfficiencyOne: Incentive Setting Methodology (June 29, 2016) [unpublished], at page 7. 6 Ibid, at page 39. p. p. 6
CLEAResult, EfficiencyOne: Incentive Setting Methodology (June 29, 2016) [unpublished], at page 7. 6 Ibid, at page 39. 1 5 13 14 - c) Develop a consolidated calculator that can conduct the analysis that supports the incentive-level setting...

AI summary The document references a methodology for setting incentives, specifically mentioning the development of a consolidated calculator to support the incentive-level setting process, as outlined in CLEAResult's EfficiencyOne: Incentive Setting Methodology (June 29, 2016).

DATE FILED: June 30, 2016 Page 5 of 13 p. pp. 6-9
DATE FILED: June 30, 2016 Page 5 of 13 Ibid. 1 3. EFFICIENCYONE'S IMPLEMENTATION PLAN 2 EfficiencyOne agrees with CLEAResult's three recommendations. 3 4 The five general principles CLEAResult suggests for incentive setting are: 5 1. Custo...

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

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. p. 13
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary EfficiencyOne submits an incentive setting methodology filing to the Nova Scotia Utility and Review Board (UARB/NSUARB), outlining its approach for energy efficiency programs. The DSM Advisory Group (DSMAG) may be involved as an advisory body in the regulatory process.

Jurisdictional Scans p. p. 25
Jurisdictional Scans CLEAResult undertook jurisdictional scans of various provincial and state utilities and energy efficiency agencies to: - 1) identify the incentive level setting methodologies and best practices in other jurisdictions;...

AI summary CLEAResult conducted jurisdictional scans to identify incentive-setting methodologies and best practices in energy efficiency programs, focusing on geographical similarity, market maturity, and ACEEE recognition. Research combined secondary data analysis with primary insights to inform ENS's program benchmarks and recommendations.

Study of Nova Scotia's Market p. p. 25
Study of Nova Scotia's Market To tailor the final findings to Nova Scotia's market, efforts were taken to understand the current landscape of energy efficiency programming, from both the perspective of EfficiencyOne and other major stakeho...

AI summary The study examines Nova Scotia's energy efficiency programs, electricity market, supply-demand dynamics, demographics, and regulatory policies to inform recommendations for incentive structures. It considers perspectives from EfficiencyOne and other stakeholders, alongside secondary research and policy analysis.

Analysis and Recommendations p. p. 25
Analysis and Recommendations The final analysis included a review of the theoretical underpinnings of incentive setting methodologies and established a framework, informed by jurisdictional best practices, on which CLEAResult's recommendat...

AI summary The analysis reviews incentive-setting methodologies for energy efficiency programs, comparing existing approaches with recommendations informed by best practices. Nova Scotia's market characteristics are considered, and an Excel tool is developed to aid EfficiencyOne in setting or modifying incentive rates.

Incentive Setting for Energy Efficiency Programs p. p. 25
Incentive Setting for Energy Efficiency Programs Energy conservation programs feature different types of incentives to attract participation. The underlying theory behind the design of energy conservation programs is that some energy effic...

AI summary Energy efficiency programs use financial, convenience, and educational incentives to overcome barriers like cost, time, and lack of knowledge. Financial incentives are emphasized as a key component in jurisdictions studied, targeting cost barriers for residential and business customers.

MARKET TRANSFORMATION p. pp. 25-29
MARKET TRANSFORMATION The ACEEE defines market transformation as the "strategic process of intervening in a market to create lasting change in market behaviour by removing identified barriers or exploiting opportunities to accelerate the a...

AI summary The ACEEE defines market transformation as a strategic process to remove barriers and accelerate cost-effective energy efficiency adoption. It emphasizes the technology adoption curve, highlighting the need for incentives during 'The Chasm' and early majority phases. Program review and adjustments to baselines are critical during the late majority period to ensure continued market transformation success.

INCENTIVE SETTING THEORY p. p. 29
INCENTIVE SETTING THEORY Incentive setting for energy efficiency programs is a form of price setting, with some unique characteristics. The discussed theory is based on CLEAResult's knowledge and experience with conducting program design a...

AI summary Incentive setting for energy efficiency programs involves price setting with unique challenges, as noted by CLEAResult. Due to limited competing incentives, compliance checks are less rigorous, and incorrect pricing poses significant risks. The theory emphasizes the need for various methods to address these systemic issues.

APPLICATION TO ENERGY EFFICIENCY PROGRAMS p. p. 31
APPLICATION TO ENERGY EFFICIENCY PROGRAMS As mentioned, incentive setting in energy efficiency programs is a unique form of price setting. For incentive setting, the perceived value to the customer is the driving influence, while the retur...

AI summary The text discusses incentive setting in energy efficiency programs, emphasizing the importance of balancing customer-perceived value and return on investment. It highlights risks of reduced rigor in program management due to lack of competition and advocates for best practices and review protocols to ensure effective incentive levels.

Cost Effectiveness p. p. 31
Cost Effectiveness Cost effectiveness is usually determined using a benefit-cost analysis which explicitly or implicitly compares the cost of energy efficiency to other electricity or natural gas supply resources and may include other cons...

AI summary Cost effectiveness is evaluated via benefit-cost analysis, comparing energy efficiency costs to supply resources and considering factors like environmental benefits. Common tests include Total Resource Cost (TRC) and Program Administrator Cost (PAC).

Budget Impact p. p. 31
Budget Impact Program administrators are not only affected by cost effectiveness concerns when determining their return on investment. From CLEAResult's experience, in several jurisdictions, the program budget is usually the limiting facto...

AI summary Program administrators face budget constraints that often limit expenditures more than cost-effectiveness. Budget impact must be evaluated alongside cost-effectiveness, considering per-unit, per-participant, and total impacts. Incentives may be cost-effective but may not fit within program budgets, necessitating ROI criteria that set ceilings but often result in lower incentive values.

PERCEIVED VALUE p. p. 31
PERCEIVED VALUE For energy efficiency programs, perceived value leads to the motivation to participate. As discussed earlier, energy efficiency programs feature options that are not standard practice. Therefore, an incentive needs to be de...

AI summary Perceived value drives participation in energy efficiency programs, requiring tailored incentives to align with customer motivations. Factors like upfront costs, annual bill savings, and paybacks influence perceived value. Determining this value during price-setting is imprecise but requires structured considerations for effective incentive design.

JURISDICTION IDENTIFICATION AND SELECTION p. p. 35
JURISDICTION IDENTIFICATION AND SELECTION The selected jurisdictions were as follows: - Ontario (IESO); - Ontario (Union Gas); - British Columbia (BC Hydro); - California (PG&E); - Oregon (Energy Trust of Oregon); - Washington (Energy Trus...

AI summary Jurisdictions selected include Ontario (IESO, Union Gas), British Columbia (BC Hydro), California (PG&E), Oregon (Energy Trust of Oregon), Washington (Energy Trust of Oregon), New York (Con Ed, NYSERDA), Vermont (Efficiency Vermont), Maine (Efficiency Maine), and Massachusetts (National Grid). Selection criteria included being best-in-class, similar size, market structure, energy efficiency policies, program delivery models, and climate to Nova Scotia.

BEST-IN-CLASS p. pp. 35-38
BEST-IN-CLASS In Canada, Ontario and British Columbia have the largest energy efficiency budgets and the longest history of designing and delivering energy conservation programs. They are also usually considered the leading provinces for p...

AI summary Ontario and British Columbia lead in Canada's energy efficiency programs. The ACEEE 2015 scorecard ranks U.S. states, with most in the top ten except Maine. American jurisdictions have long-term Energy Efficiency Resource Standards (EERS), showing commitment to energy efficiency.

Research and Engagement Phase p. pp. 39-41
Table 3: Research Engagement Phase Research and Engagement Phase Customer Research Most jurisdictions studied undertake customer research (either primary or secondary) to identify the motivations to participate in energy efficiency program...

AI summary The text discusses customer research practices in energy efficiency programs, highlighting how jurisdictions like PG&E, Efficiency Vermont, and BC Hydro use primary and secondary research to understand customer motivations and barriers to participation in energy efficiency initiatives.

RESIDENTIAL SECTOR p. p. 45
RESIDENTIAL SECTOR There are more than 390,280 residential households in Nova Scotia. 15 The majority of customers are on flat-billing residential electricity purchase agreements. Only 1,000 customers are on residential time-of-use pricing...

AI summary Nova Scotia has 390,280 residential households, with 75% being single-family homes. Most use flat-rate billing, and only 1,000 are on time-of-use pricing. 31% of homes use electric heating, with 46% relying on fuel oil. Lighting is dominated by incandescent bulbs (51%), while LEDs are only 4%. Opportunities exist for energy savings in heating and water heaters, with 61% of homes having electric water heaters.

BUSINESS, NOT-FOR PROFIT AND INSTITUTIONAL SECTOR p. p. 45
BUSINESS, NOT-FOR PROFIT AND INSTITUTIONAL SECTOR The commercial sector accounts for businesses, not-for-profits and institutional customers. In Nova Scotia, there are 37,679 accounts that are represented by the Small Business Advocate. Th...

AI summary The commercial sector in Nova Scotia includes businesses, not-for-profits, and institutions. Key points include the Small Business Advocate's role, energy consumption patterns, lighting and cooling systems, and heating technologies. Opportunities for energy efficiency exist in lighting upgrades, controls, and cooling system improvements.

Efficiency Nova Scotia – Policy, Performance and Programs p. p. 45
Efficiency Nova Scotia – Policy, Performance and Programs Efficiency Nova Scotia Corporation (ENSC) commenced operations in 2010 after the enactment of the Efficiency Nova Scotia Corporation Act in 2009. Revisions to the Public Utilities A...

AI summary Efficiency Nova Scotia Corporation (ENSC) was established in 2010 under the Efficiency Nova Scotia Corporation Act . Revisions to the Public Utilities Act via the Electricity Efficiency and Conservation Restructuring (2014) Act led to ENSC ceasing operations as the DSM provider in 2015. The ENS franchise was created, awarded to EfficiencyOne, a not-for-profit incorporated under the Canada Not-for-profit Corporations Act .

HISTORICAL RESULTS AND COMPARISON TO OTHER JURISDICTIONS p. p. 45
HISTORICAL RESULTS AND COMPARISON TO OTHER JURISDICTIONS We provide ENSC's historical portfolio savings from 2010-2014 below, along with a unit cost (first year energy savings), scale of relative effort, and a proxy for "residential custom...

AI summary The text presents ENSC's historical portfolio savings from 2010-2014, comparing unit costs, effort scale, and residential customer motivation metrics against other jurisdictions. The analysis focuses on energy efficiency program performance and cross-jurisdictional benchmarks.

Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit p. pp. 45-48
Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit and Institutional Demand Reduction (MW) Fully Allocated Residential Expenditure ($ mi...

AI summary The tables provide historical data on energy savings and expenditures related to demand-side management programs in Nova Scotia, as well as comparisons of unit costs and energy savings percentages across various jurisdictions in Canada and the United States.

Preamble p. pp. 48-173
As can be seen from Table 8, the portfolio performance achieved by EfficiencyOne and the current energy efficiency targets in Nova Scotia are comparable to the other jurisdictions studied. The numbers support, at a portfolio level, that th...

AI summary The text compares the energy efficiency spending of EfficiencyOne in Nova Scotia with other jurisdictions, noting that there is no significant variation in incentive spending at the portfolio level.

EFFICIENCY GOALS p. p. 48
EFFICIENCY GOALS As per the Electricity Efficiency and Conservation Restructuring (2014) Act , "Nova Scotia Power Incorporated shall undertake cost-effective electricity efficiency and conservation activities that are reasonably available...

AI summary The Electricity Efficiency and Conservation Restructuring (2014) Act mandates Nova Scotia Power Incorporated to undertake cost-effective electricity efficiency and conservation activities aimed at reducing costs for its customers.

POLICY CONSIDERATIONS p. p. 48
POLICY CONSIDERATIONS

AI summary The policy considerations section discusses energy efficiency initiatives, regulatory frameworks, and stakeholder input. Key topics include demand-side management (DSM), Energy Efficiency Resource Standards (EERS), and technology evaluation methods. Organizations like the Nova Scotia Utility and Review Board (UARB) and the Canadian Energy Efficiency Alliance (CEEA) are referenced, along with programs such as EERS and DSM.

COST EFFECTIVENESS AND AVOIDED COSTS p. p. 49
er jurisdictions have applied different approaches for measure level testing, choosing to exclude administration costs as these can vary greatly depending on the maturity of the measure in the market. In conducting cost effectiveness scree...

AI summary The document discusses Nova Scotia's approach to cost effectiveness and avoided costs in energy efficiency programs. It notes that ENS uses the EERAM model for long-term planning, while avoided costs are updated every three to four years. Nova Scotia's methodology differs from other jurisdictions by not using average or marginal costs, and capacity costs are set at $0/kW until 2019.

OTHER CONSIDERATIONS p. p. 49
OTHER CONSIDERATIONS Through the most recent program evaluation process, ENS has identified that some educational initiatives are incurring savings attribution issues, and have received tentative disallowance. This specifically was the cas...

AI summary ENS identified savings attribution issues in educational initiatives like the Home Energy Reports (HER) program, risking disallowance. This complicates shifting funding from financial to educational incentives. ENS uses average wattage for energy savings estimates instead of dual baselines, which may hinder lifetime savings tracking.

Current Programs p. p. 49
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.

The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs. p. p. 52
The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs. Program Identified Barriers Incentive Strategy Instant Savings 1) Residential customers worry about upfront...

AI summary The table analyzes barriers and incentive strategies for four programs, focusing on Instant Savings. Key barriers include residential concerns over upfront costs and prioritization of appliance features over efficiency. The incentive strategy involves offering point-of-sale discounts and incentives to reduce upfront costs and encourage adoption of energy-efficient products.

SUMMARY OF RECOMMENDATIONS p. p. 53
SUMMARY OF RECOMMENDATIONS - 1. It is recommended that EfficiencyOne consider all of the general principles for incorporation into an incentive setting process. - CLEAResult has provided a documented, incentive setting process (that incorp...

AI summary The document recommends that EfficiencyOne adopt a documented incentive-setting process, update technology assumptions through research, implement TRM for cost-effectiveness metrics, develop a consolidated calculator for analysis, and evaluate current incentive levels via financial simulation. CLEAResult's methodology and tools are suggested for implementation.

CUSTOMER MOTIVATIONS AND BARRIERS p. p. 53
CUSTOMER MOTIVATIONS AND BARRIERS As discussed, understanding customer motivations and barriers to participation are important. This customer research can be performed in numerous ways; it is often done through surveys of both randomly sel...

AI summary The document discusses the importance of understanding customer motivations and barriers to participation in energy efficiency programs. It outlines methods such as price sensitivity research and conjoint analysis for incentive setting and program design, noting that these methods are recommended for high-value expenditures over multiple years.

Price Sensitivity Research p. pp. 53-56
Price Sensitivity Research Price sensitivity is usually defined as the affect the price for a product or service has on the consumers' motivation to purchase it. For incentive setting in energy efficiency and conservation programs, it is i...

AI summary Price sensitivity research, particularly Van Westendorp's Price Sensitivity Meter, is used to determine acceptable pricing ranges for energy efficiency programs. The method involves analyzing consumer responses to four price-related questions, with cumulative distributions indicating acceptable price boundaries. While not exact, it provides a reference for setting incentives and understanding market dynamics.

TECHNOLOGY RESEARCH p. p. 57
TECHNOLOGY RESEARCH Technology research can provide both the basis for the value of the incentive investment through understanding the energy savings and it can provide insight into how often the incentive should be reviewed. It is very im...

AI summary The text outlines parameters for evaluating energy-saving technologies and incentives, emphasizing the use of TRM and regular updates based on market penetration and other factors, with a focus on adjusting incentives when penetration exceeds 50%.

GENERAL PORTFOLIO SUMMARY FOR CURRENT AND RECOMMENDED ACTIVITIES p. p. 60
Understand Customer Motivation and Barriers for Participation Currently, EfficiencyOne uses four different methods to understand customer motivation and barriers to participation: 1. Market research to assess customer awareness of programs...

AI summary EfficiencyOne uses four methods to understand customer motivation and barriers to participation, including market research, annual surveys, active program management, and specialized research. Recommendations include continuing current activities, introducing an annual survey on key technology portfolios, and conducting price sensitivity or conjoint analyses if large incentive expenditures are anticipated.

25 Our Electricity Future: Nova Scotia's Energy Plan 2015-2020, Nova Scotia Department of Energy, Available: p. p. 60
Understand Technology Savings, Price and Market Penetration EfficiencyOne currently understands technology savings, price and market penetration through three different avenues: 1. Annual review through program evaluation process; 2. Speci...

AI summary EfficiencyOne is advised to continue its current methods of understanding technology savings, price, and market penetration, while also introducing a formal measures assumption validation process and summary manual. The manual should include parameters supported by research and reviewed periodically, with a committee overseeing updates, particularly for LED technologies.

For the Instant Savings Program, CLEAResult has the following recommendations: p. p. 68
Understand Technology Savings, Price and Market Penetration For Instant Savings, EfficiencyOne gains an understanding of technology savings, price and penetration through the following activities: 1. Energy Efficiency Standards (Regulation...

AI summary The text discusses EfficiencyOne's approach to understanding technology savings, price, and market penetration for the Instant Savings Program. It highlights the use of energy efficiency standards, program evaluation, industry data, and specific studies. In 2014, EfficiencyOne removed CFLs from the program in response to new codes and standards. Program evaluation is used annually to review and update energy savings assumptions.

Program Evaluation p. p. 73
Program Evaluation Through the annual program evaluation process, participant surveys are conducted to determine free ridership and spillover savings . For the Custom Program, EfficiencyOne gains an understanding of technology savings, pri...

AI summary The document discusses the evaluation of a Custom Program, emphasizing the collection of energy savings and cost information through feasibility studies and project applications. It highlights the importance of tracking project type data, engaging the supply chain, and setting incentive screening thresholds based on energy savings persistence and avoided costs.

For the Business Energy Rebates program, CLEAResult has the following recommendations: p. p. 73
For the Business Energy Rebates program, CLEAResult has the following recommendations: General Principle Current Activities Recommended Activities

AI summary CLEAResult provides recommendations for the Business Energy Rebates program, focusing on improving efficiency and effectiveness. The recommendations are presented in a table format, comparing current activities with suggested improvements.

For the Home Energy Assessment program, CLEAResult has the following recommendations: p. p. 80
For the Home Energy Assessment program, CLEAResult has the following recommendations: General Principle Current Activities Recommended Activities

AI summary CLEAResult provides recommendations for the Home Energy Assessment program, focusing on general principles, current activities, and recommended activities to improve the program's effectiveness.

Other Considerations for the Home Energy Assessment Program p. pp. 80-83
Other Considerations for the Home Energy Assessment Program The Home Energy Assessment program recently introduced an updated incentive structure, which featured an increased incentive for the initial audit, and premiums associated with bu...

AI summary The Home Energy Assessment Program updated its incentive structure with higher initial audit incentives and bundled incentives to boost participation and savings. CLEAResult data suggests increased savings and lower unit costs, though effects of bundling are mixed with concurrent audit changes. Bundling mirrors retail strategies, potentially offsetting higher unit costs via increased savings. Personal energy planning services also enhanced savings, with potential for localized incentive zones tied to avoided costs.

Program Financial Simulation Analysis p. p. 85
Program Financial Simulation Analysis

AI summary The document outlines a financial simulation analysis for a program, likely related to energy efficiency or utility regulation in Nova Scotia. It references regulatory bodies, industry groups, and methodologies for evaluating program costs and benefits. Key entities include the Nova Scotia Utility and Review Board and the Canadian Energy Efficiency Alliance.

Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Pr p. pp. 87-88
Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Price – Current Incentive) Estimated 2016 PME Cost to Consumer Less than PME? Current Incentive as % of Retail Price ENERG...

AI summary The table presents the cost to customers for various energy efficiency measures, including retail prices, incentives, and estimated costs in 2016. It shows the impact of incentives on reducing the cost to consumers for items such as LED lamps, motion sensors, and thermostats.

Parameter Program Budget Incentive Level Threshold p. pp. 88-90
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 tables outlining the program budget incentive level thresholds for the Instant Savings Program, including measures such as ENERGY STAR® LED lamps and motion sensors. It notes that most current incentives are within acceptable limits, except for three measures that exceed the threshold.

Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Leve p. pp. 90-91
Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Level Threshold (including Program Administration Costs) ENERGY STAR® LED A Lamp 506.49 Y...

AI summary The table presents the Program Administration Cost (PAC) of current incentive levels and compares them to the cost effectiveness incentive level threshold for various energy efficiency measures. It indicates that none of the measures breach the threshold, implying that the incentives are cost-effective.

Comparison of Current Incentive to Incentive Level Thresholds p. pp. 91-92
Comparison of Current Incentive to Incentive Level Thresholds Measure Current Incentive Cost to Customer Threshold Exceeded? Program Budget Threshold Exceeded? Cost Effectiveness Threshold Exceeded? ENERGY STAR® LED A Lamp $3.00 No No No E...

AI summary The document compares current incentive levels with threshold criteria for energy efficiency measures. Most measures meet thresholds, but programmable thermostats, heavy-duty timers, and outdoor clotheslines exceed some thresholds and require further analysis.

Identification of Parameters for Average Custom Retrofit Project p. p. 92
Identification of Parameters for Average Custom Retrofit Project The parameters for an average Custom Retrofit project were provided by EfficiencyOne. To provide multiple options for modelling, three different measure archetypes were selec...

AI summary EfficiencyOne provided parameters for an average Custom Retrofit project, selecting three measure archetypes with varying energy savings persistence. CLEAResult can only comment on average project incentives, not specific ones, as the archetypes are used for modelling purposes.

Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Sav p. pp. 92-93
Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Savings per Project (MWh) Average Net Peak Demand Savings per Project (kW) Energy Savings Persistence Average...

AI summary The table presents parameters for average custom retrofit projects, including energy savings, peak demand savings, net thermal generation, and incentive levels. It highlights consistent values across different incentive levels, with energy savings persistence ranging from 10 to 20 years.

Measure Energy Savings Persistence Cost Effectiveness Threshold p. p. 94
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 30: Cost Effectiveness Incentive Level Threshold for Av...

AI summary The table and analysis discuss the cost effectiveness incentive level thresholds for the Custom Project Retrofit Track, noting that the Program Administration Cost (PAC) exceeds 4.9 for measures with energy savings persistence over 15 years. The break-even point is between 16-17 years of energy savings persistence, and EfficiencyOne is advised to consider this when evaluating individual project incentives.

APPENDIX A-1: ONTARIO ELECTRICITY p. p. 98
APPENDIX A-1: ONTARIO ELECTRICITY

AI summary Appendix A-1 discusses Ontario electricity, referencing organizations and programs related to energy efficiency and demand-side management. Key entities include Nova Scotia Utility and Review Board, American Council for an Energy-Efficient Economy, and Energy Efficiency Resource Standards.

ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 100
ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY Conservation programs being delivered provincially though the IESO (formerly the OPA) started in 2006, through the delivery of third tranche programs by specific LDC...

AI summary Ontario's energy efficiency programs began in 2006 via the IESO (formerly OPA) through LDCs. By 2007, province-wide initiatives like 'Every Kilowatt Counts' (instant rebates), 'The Great Refrigerator Round Up' (appliance retirement), and business incentives via ERIP, BOMA, and MEER were introduced.

ONTARIO (IESO) –OVERVIEW p. p. 100
ONTARIO (IESO) –OVERVIEW

AI summary Overview of the Ontario Independent Electricity System Operator (IESO) regulatory proceeding, involving key entities like the Ontario Energy Board (OEB), Ontario Power Authority (OPA), and Local Distribution Companies (LDCs). Focus areas include Demand Side Management (DSM) and Energy Efficiency Resource Standards (EERS).

ONTARIO - ENERGY EFFICIENCY PROGRAMMING p. p. 101
ONTARIO - ENERGY EFFICIENCY PROGRAMMING

AI summary The document outlines Ontario's energy efficiency programming initiatives, involving key stakeholders and regulatory bodies. It references programs, methodologies, and organizations involved in demand-side management and energy efficiency standards.

Previous Results (Savings, Expenditure, Cost Effectiveness) p. p. 101
Previous Results (Savings, Expenditure, Cost Effectiveness) Before the current Conservation First Framework (CFF, 2015-2020), Ontario's previous cycle for efficiency programs was from 2011-2014. The following results are summarized for tha...

AI summary This section outlines the previous efficiency program cycle in Ontario, from 2011 to 2014, preceding the Conservation First Framework (2015-2020). It summarizes results related to savings, expenditure, and cost effectiveness for that period.

Program Net Savings (GWh) Expenditure p. p. 101
Program Net Savings (GWh) Expenditure Appliance Retirement 58 Not available Retailer Coupons 280 Not available Heating & Cooling Incentive 174 Not available Home Assistance Program 55 Not available Other Residential Programs 5 Not availabl...

AI summary The document presents a table with energy efficiency programs and their associated net savings and expenditures, followed by another table showing TRC and PAC values for various program categories. The data highlights the scope and financial aspects of different energy efficiency initiatives.

ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 101
ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Currently, the conservation programs in Ontario cover the residential, low income, small business, commercial and industrial, and large industrial sectors. The programs cover financ...

AI summary Ontario's conservation programs target residential, low-income, small business, commercial, and industrial sectors, offering incentives, coaching, and assessments. Rigorous five-year evaluations have raised energy efficiency baselines, with T8 lighting now standard. Ontario recently introduced a pay-for-performance framework for LDC-funded conservation programs, a North American first.

Program Name Program Area Program Measures p. p. 101
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 The appendix outlines a residential program by Union Gas in Ontario that provides prescriptive incentives for energy-efficient measures such as LEDs and power strips, with incentives based on up-front costs to customers and limited to 30% of the retail price prior to 2010.

MARKET STRUCTURE OVERVIEW p. pp. 110-183
MARKET STRUCTURE OVERVIEW DSM is a core part of the conservation first policy in Ontario as per the 2013 Long-Term Energy Plan. In 2014, the Minister of Energy issued a directive to the Ontario Energy Board (OEB) for the development of a n...

AI summary The document outlines Ontario's 2014 DSM framework, developed by the OEB under the 2013 Long-Term Energy Plan. It emphasizes cost-effective natural gas conservation, alignment with electricity CDM efforts, and principles like cost recovery, customer participation, and low-income accessibility. Utilities must submit annual budgets and reports, with mid-term reviews in 2018 and program evaluations starting in 2016.

Costs p. p. 112
Costs Under the TRC-plus test include: - Costs incurred by program participants (incremental costs) - Costs of running the energy efficiency programs (delivery and administration costs)

AI summary The TRC-plus test encompasses incremental costs for program participants and delivery/administration costs for energy efficiency programs.

EXISTING MAIN PROGRAMS – UNION GAS [4](#page-112-1) p. p. 112
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.

LOAD AND CONSUMPTION INFORMATION p. p. 112
LOAD AND CONSUMPTION INFORMATION Peak Demand (2017 Forecast): 11,681 MW Consumption (2017 Forecast): 63,238 GWh o Residential: 19,761 GWh (31%) o Commercial: 17,815 GWh (28%) o Industrial: 19,016 GWh (30%)

AI summary The document provides forecasted load and consumption data for 2017, including peak demand of 11,681 MW and total consumption of 63,238 GWh, distributed across residential, commercial, and industrial sectors.

Figure 25: Electricity Savings from Energy Efficiency Programs F2003 - F200[7](#page-121-0) 4 p. pp. 120-121
Figure 25: Electricity Savings from Energy Efficiency Programs F2003 - F200[7](#page-121-0) 4 Cumulative Electricity Savings (GWh/year) Plan Actual Variance F2003 353 358 1% F2004 610 739 21% F2005 890 1,147 29% F2006 1,177 1,391 18% F2007...

AI summary Figure 25 shows cumulative electricity savings from energy efficiency programs between F2003 and F2007, with actual savings exceeding planned targets. The 2020 milestone year for the 2007 Energy Plan's conservation target is forecasted to achieve 10,610 GWh of savings annually and 1,756 MW of savings, based on the Conservation Potential Review (CPR) conducted in 2006 and 2007.

- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) p. pp. 121-125
- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) Benefits Costs Behaviour Program5 This program intends to inform and educate residential customers about their electricity...

AI summary The document outlines two programs aimed at promoting energy efficiency. The Behaviour Program encourages residential customers to reduce electricity consumption by 10% over a year with a financial incentive, while the Lighting Program promotes the adoption of energy-efficient lighting products.

BACKGROUND p. p. 125
BACKGROUND Efficiency Nova Scotia has contracted CLEAResult to conduct energy conservation and energy efficiency program incentive research. The project covers the following areas: - Identification of best practices for incentive rate sett...

AI summary Efficiency Nova Scotia contracted CLEAResult to research best practices for energy conservation and efficiency program incentives, aiming to create guidelines for Nova Scotia's market. The project involves interviews with jurisdictions and a report to be submitted to the Utility and Review Board (UARB) as part of regulatory proceedings.

Cost Effectiveness Testing p. p. 130
Cost Effectiveness Testing As detailed in D.14-10-046 8 , the CPUC has interpreted its mandate to deliver cost-effective energy efficiency and conservation programs as meaning that all energy efficiency portfolios of delivery agents should...

AI summary The CPUC mandates cost-effective energy efficiency programs, using Total Resource Cost (TRC) and Program Administration Cost (PAC) tests. California's Standard Practice Manual benchmarks energy efficiency integration, evaluating portfolios via TRC (net societal benefits) and PAC (program administrator costs). DEER database and E3's model support testing.

Avoided Costs p. p. 130
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 text discusses avoided costs in California, including components such as generation energy, capacity, and environmental benefits, as well as natural gas avoided costs. The avoided cost model is periodically updated, with the most recent update completed in 2011.

PACIFIC GAS & ELECTRIC (PG&E) – UTILITY OVERVIEW p. p. 130
PACIFIC GAS & ELECTRIC (PG&E) – UTILITY OVERVIEW

AI summary The document provides an overview of Pacific Gas and Electric (PG&E) as a utility company, likely within the context of a regulatory proceeding. It may involve discussions on energy efficiency, demand-side management, and related regulatory frameworks, though specific details are not included in the provided text.

PG&E - ENERGY EFFICIENCY PROGRAMMING p. p. 133
PG&E - ENERGY EFFICIENCY PROGRAMMING PG&E has been delivering energy efficiency programs to its customers since 1976 having kept more than 168 million metric of CO 2 out of the atmosphere based on cumulative lifecycle gross energy savings....

AI summary PG&E has operated energy efficiency programs since 1976, achieving cumulative lifecycle gross energy savings that prevented over 168 million metric tons of CO2 emissions. The text highlights the program's long-term environmental impact and operational history.

Savings p. pp. 133-134
Savings PG&E's programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2013-2015 period, PG&E managed to achieve between 110-143 percent of annual g...

AI summary PG&E's energy efficiency programs exceeded their 2013-2015 savings goals, achieving 110-143% of annual gross energy savings and 130-164% of demand goals. The success highlights effective incentives for energy-efficient behaviors and investments.

All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. p. p. 134
All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. PG&E 2013-2015 Incentive-to-Administrative Spendin...

AI summary This text outlines the requirement for California PAs to deliver energy efficiency portfolios with TRC and PAC greater than 1, and provides PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio, including incentive-to-administrative spending ratios.

INCENTIVE LEVEL SETTING METHODOLOGY p. pp. 134-197
INCENTIVE LEVEL SETTING METHODOLOGY PG&E's Energy Efficiency Products organization was formed approximately six years ago in part to standardize and streamline the measures developed and marketed through PG&E's breadth of energy efficiency...

AI summary PG&E's Energy Efficiency Products organization standardizes energy efficiency measures and sets incentives based on market and technology trends. The process involves evaluating measures for technical merit and cost-effectiveness using the E3 model, with regulatory reporting requirements for changes exceeding 50% in incentive levels. The California Public Utility Commission focuses on portfolio cost-effectiveness, including total incentives and non-incentive costs.

APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON) p. p. 134
APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON)

AI summary This appendix discusses the Energy Trust of Oregon's role in demand-side management (DSM) and energy efficiency programs, including collaboration with the American Council for an Energy-Efficient Economy (ACEEE) and the Canadian Energy Efficiency Alliance (CEEA). Key programs include the Industrial Accelerator Program (IAP) and Evaluation Contractor (EC) initiatives.

BACKGROUND p. p. 134
BACKGROUND Efficiency Nova Scotia has contracted CLEAResult to conduct energy conservation and energy efficiency program incentive research. The project covers the following areas: - Identification of best practices for incentive rate sett...

AI summary Efficiency Nova Scotia partners with CLEAResult to research best practices for energy program incentives, aiming to create guidelines for optimizing conservation efforts. The project involves interviews with jurisdictions and submission of findings to Nova Scotia's Utility and Review Board (UARB) as part of a regulatory process.

Section 403 p. p. 134
The Energy Trust of Oregon serves four utilities which cover two states: - Portland General Electric (PGE), Oregon Electricity - Pacific Power, Oregon Electricity - NW Natural, Oregon & Washington Gas - Cascade Natural Gas, Oregon– Gas The...

AI summary The Energy Trust of Oregon serves multiple utilities across Oregon and Washington, and is regulated by the Oregon Public Utilities Commission and the Washington Utilities and Transportation Commission. Some utilities also operate energy efficiency programs outside of Oregon.

History p. p. 141
History In 1999, Oregon lawmakers and citizens envisioned a future with Oregon homes and businesses powered by clean, affordable energy. They established stable, consistent funding to help Oregonians invest in energy efficiency and renewab...

AI summary In 1999, Oregon lawmakers and citizens established the Energy Trust of Oregon to invest in energy efficiency and renewable resources. Operated since 2002 under the Oregon Public Utilities Commission, the organization funds programs benefiting customers of four utilities across two states, focusing on cost-effective solutions and low administrative costs.

Energy Trust of Oregon Funding p. p. 141
Energy Trust of Oregon Funding Through state legislation, tariffs and other requirements, Energy Trust is funded by customers of Portland General Electric, Pacific Power, NW Natural and Cascade Natural Gas. Customers of all four utilities...

AI summary Energy Trust of Oregon is funded by customer charges from Portland General Electric, Pacific Power, NW Natural, and Cascade Natural Gas. Established by a 1999 law, it collects a 3% public purpose charge for energy-efficiency and renewable programs. SB 838 (2013) expanded funding, leading to increased savings and a 2013 budget of $117 million. Programs focus on schools, low-income housing, and industrial demand-side management.

Northwest Power Plan 11 p. p. 141
Northwest Power Plan 11 The Northwest Power & Conservation Council represents the regional power planning efforts of Idaho, Washington, Oregon and Montana. The Northwest Power Act requires that the Council produce a 20-year Power Plan each...

AI summary The Northwest Power & Conservation Council, representing Idaho, Washington, Oregon, and Montana, develops a 20-year Power Plan every five years. The 2016 Plan highlights energy efficiency as the least-cost resource, avoiding fuel price volatility and carbon risks. The Council prioritizes cost-effective energy efficiency to meet electricity needs while balancing costs for ratepayers and future capacity requirements.

Benefits (Avoided Costs) p. p. 145
Benefits (Avoided Costs) In the societal test, the Energy Trust will include the following benefits: - 1. The value of the electrical and/or gas energy saved based on the avoided cost forecasts of the utilities whose customers are served b...

AI summary The Energy Trust includes avoided costs, non-energy benefits, line losses, gas capacity benefits, and a 10% credit for energy efficiency. Benefits are based on PUC-approved forecasts and OPUC guidance, with proxies used for non-energy benefits until alternative methods are developed. Environmental costs are considered under OPUC guidance.

Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 p. p. 145
Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 Program Utility Cost Test Benefit Cost Ratio Societal (Total Resource Cost) Test Benefit Cost Ratio New Ho...

AI summary The Energy Trust's 2014 Annual Report presents cost effectiveness results for various energy efficiency programs, including New Homes and Products, Existing Homes, and New Buildings, with benefit-cost ratios ranging from 1.7 to 3.5 for utility and societal tests.

Measure Assumptions Document (MAD) p. p. 145
Measure Assumptions Document (MAD) What is a MAD: It is the decision of record determining measure cost effectiveness and authorizing use of a measure. The measure is clearly defined along with the conditions under which it is approved. Th...

AI summary The Measure Assumptions Document (MAD) is a regulatory decision defining energy efficiency measures, their cost-effectiveness, and approval conditions. It includes sections on validity, program scope, cost calculations, incentives, and technical details. Energy Trust engineering staff approve MADs after analysis by delivery contractors.

APPENDIX A: MEASURE DEVELOPMENT PROCESS p. pp. 145-151
APPENDIX A: MEASURE DEVELOPMENT PROCESS

AI summary Appendix A outlines the Measure Development Process within a Nova Scotia regulatory proceeding, involving entities like the Nova Scotia Utility and Review Board (UARB) and the DSM Advisory Group (DSMAG). It references energy efficiency frameworks, cost methodologies, and stakeholder involvement in demand-side management (DSM) initiatives.

LOAD AND CONSUMPTION INFORMATION p. p. 151
LOAD AND CONSUMPTION INFORMATION

AI summary The text provides context for load and consumption information, listing acronyms related to energy efficiency, regulatory bodies, and programs. Key entities include organizations like the Nova Scotia Utility and Review Board and programs such as Demand Side Management.

Peak Demand p. p. 151
Peak Demand Electricity: 12,316 MW (2015) Gas: 1,068 MDt (2016) Electric Retail Price per kWh in 2014 for Con Ed (In Cents) Residential: 28.85 Commercial: 22.16 Industrial: 20.18 Transportation: 17.44 Retail Price per Thousand Cubic Feet i...

AI summary The text provides statistical data on energy consumption and generation in Nova Scotia and New York, including peak demand, electricity and gas usage, retail prices, and the breakdown of energy generation sources. It includes figures from 2014 to 2016.

KEY PLAYERS p. p. 153
KEY PLAYERS

AI summary The document outlines key players in a Nova Scotia regulatory proceeding, including organizations, programs, and legislation related to energy efficiency, demand-side management, and utility regulation. Entities listed include regulatory bodies, industry groups, and energy programs.

PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 p. p. 153
PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 In the 1980s to 1990s, New York State electric utilities operated large scale energy efficiency programs. The annual spending on these programs was $286 million at its peak in 1992. Total uti...

AI summary New York State electric utilities implemented large-scale energy efficiency programs from the 1980s to 1990s, with spending peaking at $286 million in 1992 and total spending over $1.2 billion between 1990 and 1996. These efforts resulted in 5,744 GWh of energy savings. In 1996, the SBC was established with NYSERDA as the administrator, and programs were scaled back.

http://documents.dps.ny.gov/public/EEPS/EEPSSearch.aspx?SearchType=PRG&PA=2&ProgramType=Gas&ProgramStatus=Open,Closed&SectorSubsector=2:3,1~3:2,1~1:2,1 p. p. 157
http://documents.dps.ny.gov/public/EEPS/EEPSSearch.aspx?SearchType=PRG&PA=2&ProgramType=Gas&ProgramStatus=Open,Closed&SectorSubsector=2:3,1~3:2,1~1:2,1 Program Names (Savings in MWh) Accumulated Savings to Year C&I Custom Efficiency C&I Eq...

AI summary The document presents a table with gas savings results from various years, detailing accumulated savings and different program categories such as C&I Custom Efficiency, Appliance Bounty, and Residential Direct Install. The data shows fluctuating savings across years, with some categories showing significant increases or decreases.

EXISTING PROGRAMS p. p. 157
EXISTING PROGRAMS The following are programs a part of the EEPS. Major changes are expected when the CEF portfolio is introduced.

AI summary The text outlines existing programs under the Energy Efficiency Portfolio Standard (EEPS) and notes significant changes anticipated with the introduction of the Clean Energy Fund (CEF) portfolio. The focus is on program structure and upcoming reforms.

Program Analysis p. p. 157
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 three energy efficiency initiatives by ConEd: residential appliance rebates, a thermostat program for residential customers, and a small business direct install program. These programs aim to encourage energy-efficient upgrades through financial incentives and free on-site assessments.

New York Public Service Commission p. p. 157
New York Public Service Commission The New York Public Service Commission regulates and oversees the electric, gas, water and telecommunication industries, as part of the Department of Public Service. In 2015, the Public Service Commission...

AI summary The New York Public Service Commission oversees energy and utility sectors, implementing the 2015 Reforming Energy Vision (REV) strategy to boost energy efficiency, renewable integration, and distributed energy resources. It also reviews NYSERDA's energy conservation program plans and budgets.

Sources of Funding p. p. 157
Sources of Funding The Systems Benefit Charge (SBC) is the primary source of NYSERDA s funding for energy conservation programs. It was established on May 20, 1996. The funds collected from the SBC are allocated towards energy efficiency p...

AI summary The Systems Benefit Charge (SBC) is the primary funding source for NYSERDA's energy conservation programs, supporting energy efficiency, R&D, low-income initiatives, and environmental disclosure. SBC was extended in 2016 and funds the Clean Energy Fund (CEF) after replacing the Energy Efficiency Portfolio Standard (EEPS). Additional funding comes from the Regional Greenhouse Gas Initiative (RGGI) and Renewable Portfolio Standard (RPS), which finance renewable energy and carbon abatement projects.

NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 157
NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY

AI summary The document outlines NYSERDA's Energy Efficiency Program Incentive and Cost Effectiveness Policy, focusing on frameworks for evaluating and implementing energy efficiency initiatives. It emphasizes cost-effectiveness criteria, incentive structures, and alignment with broader energy goals such as Renewable Portfolio Standards (RPS) and the Reforming Energy Vision (REV). Key stakeholders include program administrators, local distribution companies (LDCs), and regulatory bodies.

Cost Effectiveness Testing p. p. 157
Cost Effectiveness Testing Under the EEPS, NYSEDRA was required to conduct cost effectiveness testing at the project level. The TRC is used as the cost effectiveness test. Prior to the implementation of the EEPS, the TRC was applied at the...

AI summary Under the Energy Efficiency Portfolio Standard (EEPS), NYSERDA must conduct cost effectiveness testing using Total Resource Cost (TRC) at the project level. Previously, under the Clean Energy Fund (CEF), TRC was applied at the program level, and this will continue under CEF.

Avoided Costs p. p. 157
Avoided Costs The benefits calculated in the TRC are the avoided supply costs. For NYSERDA, the avoided supply costs include the reduction in costs of electric energy, natural gas, generation and transmission, and distribution capacity, va...

AI summary Avoided costs in the TRC encompass reductions in electric energy, natural gas, and grid infrastructure costs, valued at marginal cost during load reductions. NYSERDA calculates these benefits, with NY-ISO providing the avoided costs data.

ENERGY EFFICIENCY PROGRAMMING p. p. 157
ENERGY EFFICIENCY PROGRAMMING Energy efficiency programs are typically set on three year funding cycles, approved by the Public Services Commission. Programs cover both the residential and commercial sectors, and cover various fuel types....

AI summary Energy efficiency programs in Nova Scotia operate on three-year funding cycles approved by the Public Services Commission, targeting residential and commercial sectors across various fuel types, with provided data specifically focusing on electricity conservation initiatives.

APPENDIX A-8: VERMONT (EFFICIENCY VERMONT) p. p. 157
APPENDIX A-8: VERMONT (EFFICIENCY VERMONT)

AI summary This appendix references Vermont's Efficiency Vermont program, focusing on energy efficiency initiatives. It includes context about regulatory bodies, programs, and acronyms relevant to energy efficiency and utility regulation in various jurisdictions.

Electricity Market p. p. 157
Electricity Market The following entities make up the electricity system in Vermont. - Efficiency Vermont (Vermont Energy Investment Corporation VEIC) - Vermont Public Services Board (PSB) - ISO New England (ISO-NE) - Vermont Electric Powe...

AI summary Vermont's electricity market includes Efficiency Vermont, the PSB, ISO-NE, and VELCO. Efficiency Vermont was established in 1999 by the PSB to administer energy efficiency programs, funded via a volumetric charge on utility bills. ISO-NE manages New England's power system, while VELCO operates Vermont's transmission grid. Burlington Electric Department administers its own programs despite PSB oversight.

EFFICIENCY VERMONT –OVERVIEW p. p. 168
EFFICIENCY VERMONT –OVERVIEW

AI summary Overview of Efficiency Vermont, a program managed by the Vermont Public Services Board (PSB), focusing on energy efficiency initiatives and related regulatory proceedings.

Utility Facts p. p. 168
Utility Facts - Serves all of Vermont, other than Burlington Electric Department customers - Over 9,500 square miles - Services population of 500,000 - Funded through energy efficiency charge collected by participating electric utilities....

AI summary The utility serves all of Vermont except Burlington Electric Department customers, covering 9,500 square miles and 500,000 residents. It is funded through an energy efficiency charge collected by participating electric utilities.

In Vermont, the bundled retail prices for electricity are as follows for the different utilities 3 : p. p. 168
In Vermont, the bundled retail prices for electricity are as follows for the different utilities 3 : Entity State Ownership Customers (Count) Sales (MWh) Revenues (Thousands Dollars) Average Price (cents/kWh) City of Burlington Electric -...

AI summary The text provides a table of bundled retail electricity prices in Vermont for various utilities, including details on ownership, customer count, sales, revenues, and average prices. It also mentions 'Efficiency Vermont - Energy Efficiency Programming' as a section heading.

Savings p. p. 173
Savings Efficiency Vermont programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2012-2014 period, Efficiency Vermont had the following results:

AI summary Efficiency Vermont's programs have successfully reduced energy consumption and encouraged energy-efficient behaviors and investment decisions, with notable results from the 2012-2014 period.

2012 2013 2014 2012–2014 Total p. p. 173
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 energy savings and performance indicators for the years 2012 to 2014, highlighting achievements in energy efficiency and carbon dioxide emissions reduction. Key metrics such as energy savings in MWh, total resource benefits, and carbon emissions avoided are provided, along with the percentage of goals achieved.

Efficiency Vermont's spending for 2013 and 2014 is provided below: p. p. 173
Efficiency Vermont's spending for 2013 and 2014 is provided below: Prior Year Current Year 2014 Cumulative starting 1/1/12 Cumulative starting 1/1/12 # participants with installations 37,483 54,135 131,094 131,094 Operating Costs 1 Adminis...

AI summary Efficiency Vermont's spending for 2013 and 2014 is detailed, including operating costs, technical assistance, support services, and incentive costs. The data highlights the distribution of expenses and participant engagement metrics.

Section 507 p. p. 173
Efficiency Vermont is not held to a direct cost effectiveness metric, but the plan must meet associated savings, spending and total resource benefit targets. The annual savings verification process captures program to these targets. The la...

AI summary Efficiency Vermont's plan is not directly measured by cost effectiveness but must meet savings, spending, and total resource benefit targets. An independent audit for the 2011-2013 period verified program performance against these targets.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 177
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 This section outlines the core program offerings of Efficiency Vermont, focusing on residential and business programs. It details incentives for agricultural equipment and appliances, including eligibility criteria and rebate processes.

GEOGRAPHIC DEFINITIONS p. p. 177
GEOGRAPHIC DEFINITIONS Efficiency Maine is the body that incents energy efficiency practices in the state of Maine, USA. They are responsible for developing, planning, coordinating and implementing energy efficiency and alternative energy...

AI summary Efficiency Maine is the organization responsible for promoting energy efficiency and alternative energy programs in the state of Maine, USA. It oversees the development, planning, coordination, and implementation of electric and gas fuel initiatives across the state.

Figure 50: Retail Sales of Electricity (Million kilowatt-hours) 4 p. p. 177
Figure 50: Retail Sales of Electricity (Million kilowatt-hours) 4 2012 2013 2014 2015 Retail sales of electricity (million kilowatthours) New England All sectors 120,456 121,357 119,983 119,311 ··· Residential 47,208 48,369 47,212 47,397 ·...

AI summary The text presents retail electricity sales data for New England and Maine from 2012 to 2015, showing variations in sales across different sectors such as residential, commercial, industrial, and transportation. The data highlights trends in consumption over time.

Figure 52: Natural Gas Consumption (Maine) 8 p. p. 182
Figure 52: Natural Gas Consumption (Maine) 8 2010 2011 2012 2013 2014 2015 Total Consumption 77,575 71,690 68,266 64,091 60,661 Pipeline & Distribution Use 1,753 2,399 762 844 1,300 Volumes Delivered to Consumers 75,821 69,291 67,504 63,24...

AI summary The document presents data on natural gas consumption in Maine from 2010 to 2015, including total consumption, pipeline and distribution use, and consumption by sector. It also includes customer rates for 2014, with specific rates provided by Efficiency Maine for residential, commercial, and industrial sectors.

PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE p. p. 183
PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE DSM programs were administered by electric utilities before 2002. Efficiency Maine was then established in 2002 to promote electricity efficiency, reduce energy costs and improve the environmen...

AI summary DSM programs transitioned from electric utilities to Efficiency Maine in 2002, which operated under MPUC until becoming an independent trust in 2009. From 2004-2010, Efficiency Maine achieved 4.65 billion MWh lifetime savings, a 2.92 benefit-to-cost ratio, and 3.6 cents/kWh cost.

Section 532 p. p. 184
11 Efficiency Maine, captured from Efficiency Maine's "Annual Reports" between 2011-2015

AI summary The text references Efficiency Maine's annual reports from 2011 to 2015, which are cited as a source of information.

Figure 56: 2011-2015 Gas Savings Result [11](#page-184-0) p. pp. 184-185
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.

TRC and PACT p. p. 185
TRC and PACT Both TRC and PACT tests are presented in Efficiency Maine's annual reports. However, only TRC is used to evaluate performance. PACT is used for program planning/stakeholder relationships. TRC and PACT by Efficiency Maine is ba...

AI summary Both TRC and PACT are used by Efficiency Maine, with TRC for performance evaluation requiring a net savings ratio over 1.0, while PACT is used for planning and stakeholder relations. The TRC methodology is based on a 2008 National Action Plan resource.

Avoided Costs p. p. 185
Avoided Costs TRC: The benefits included are the avoided costs of energy. Efficiency Maine participated in the AESC Study Group, which partnered with Tabors Caramanis Rudkevich for a study on marginal energy supply costs that are avoided d...

AI summary The document discusses avoided costs from energy efficiency programs, focusing on reductions in energy resources, transmission infrastructure, and wholesale market costs. Efficiency Maine uses the AESC Study Group's findings on marginal energy supply costs for cost-effectiveness testing. Key components include avoided retail capacity, energy, RPS compliance costs, and gas production reductions.

2. Technical Reference Manual p. p. 185
2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine has Residential and Commercial TRMs (Technology Research Methodology) that document energy and demand savings calculations for energy efficiency measures, along with associated technology information and assumptions.

Figure 62: Electric Program Expenditures 2015 [12](#page-185-0) p. p. 185
Figure 62: Electric Program Expenditures 2015 [12](#page-185-0) Program Incentive Delivery Total Home Energy Savings Program (Residential) Residential customers who are looking to weatherize, reduce GHG, and improve overall energy efficien...

AI summary Figure 62 outlines electric program expenditures in 2015, detailing various residential energy efficiency incentives, including air sealing, insulation, supplemental heating systems, and whole house heating systems, along with loan options for energy improvements.

Overview of Electricity Market p. p. 185
Overview of Electricity Market The following entities make up the electricity system in Massachusetts. - National Grid - Massachusetts Government: Office of Energy and Environmental Affairs: Department of Public Utilities (DPU) - Mass Save...

AI summary The electricity system in Massachusetts includes National Grid, ISO New England, the Massachusetts Department of Public Utilities (DPU), and energy efficiency programs like Mass Save. National Grid, an investor-owned utility, submits multi-year energy efficiency plans to the DPU, which oversees utility regulation, safety, and service quality. The DPU's mission focuses on reliability, cost-efficiency, and consumer protection.

MASSACHUSETTS ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 197
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 a structured planning cycle. The Green Communities Act requires utilities to prioritize cost-effective energy efficiency programs. The 2016-2018 plan aims to save 4,122 GWh with a budget of $1.96 billion, with funding from sources like the Systems Benefit Charge and the Regional Greenhouse Gas Initiative.

NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING p. p. 197
NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING

AI summary This document outlines a regulatory proceeding involving National Grid's Energy Efficiency Programming in Nova Scotia. Key focus areas include demand-side management, energy efficiency standards, and regulatory oversight by the Nova Scotia Utility and Review Board (UARB). The proceeding examines programs, technologies, and methodologies for improving energy efficiency.

Savings and Expenditure 104 p. p. 197
Savings and Expenditure 104 In the 2013-2015 cycle, National Grid achieved the following savings with the associated expenditures. These savings and expenditures have not been through the full EM&V process yet and have not been finalized.

AI summary In the 2013-2015 cycle, National Grid achieved energy savings with associated expenditures, though these figures have not undergone the full EM&V process and are not finalized.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 197
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.

1. Measure Library Section (from TRM process recommendation in report) p. p. 197
1. Measure Library Section (from TRM process recommendation in report) This section should include the details of each measure in the portfolio, or measures being considered. - Efficient Technology Name; - Efficient Technology Description;...

AI summary The Measure Library Section outlines a structured approach to documenting energy efficiency measures, including details on technology specifications, penetration estimates, cost parameters, and incentive thresholds. It emphasizes the need for clear identification of program-dependent parameters like Net-to-Gross (NTG) ratios and cost-effectiveness criteria.

Inputs p. p. 197
Inputs - Avoided Supply Costs (energy and capacity); - Local Avoided Supply Costs (energy and capacity); - Fixed Program Administration Costs; - Year of Implementation; - Measure Participation; - Variable Costs; - Measure Energy Savings (F...

AI summary The document outlines key inputs for analysis in a Nova Scotia regulatory proceeding, including avoided supply costs (energy and capacity), program administration costs, measure participation, energy savings, demand reduction, and financial factors like discount and inflation rates. These inputs inform evaluations of energy efficiency programs and their economic impacts.

Outputs p. p. 197
Outputs - Total Gross Energy Savings; - Total Gross Demand Reduction; - Total Net Energy Savings; - Total Net Demand Reduction; - TRC Benefits; - TRC Costs; - TRC Net Benefits; - TRC Ratio; - PAC Benefits; - PAC Costs; - PAC Net Benefits;...

AI summary The document outlines key performance metrics for evaluating energy efficiency programs, including total energy and demand savings, TRC and PAC cost-benefit analyses, and levelized unit costs, which are essential for assessing program effectiveness and economic viability.

E-3REVISED Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan - Clean Version 126 passages
EfficiencyOne p. p. 0
EfficiencyOne IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application pursuant to Subsection 79J(3) of the Public Utilities Act for Approval of the 2016-2018 Supply Agreement fo...

AI summary The document outlines an application under the Public Utilities Act for approval of a 2016-2018 supply agreement focused on electricity efficiency and conservation activities. The proceeding involves regulatory approval for these initiatives.

Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan p. pp. 0-1
Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan FILED June 30, 2016 REVISED March 31, 2017

AI summary A 2016 regulatory proceeding document (revised 2017) outlines Nova Scotia's incentive-setting methodology using the CLEAResult Report and EfficiencyOne Implementation Plan. It focuses on energy efficiency programs and regulatory processes related to utility incentives.

Preamble p. pp. 3-198
The following pages provide: - i) a brief background of the genesis of the Report and the stakeholder consultation process followed throughout the project's scoping, procurement and review stages; - ii) a summary of the Report's three main...

AI summary EfficiencyOne presents a report with three main recommendations, an implementation plan, and requests the Nova Scotia Utility and Review Board to accept the report and plan. The report aims to complement and enhance the process for setting incentives.

1.1 Background p. p. 3
1.1 Background During the 2016-2018 DSM Resource Plan regulatory process, Intervenor discussion emerged on the appropriateness of EfficiencyOne's incentive levels for Efficiency Nova Scotia electricity efficiency programs. As a consequence...

AI summary The 2016-2018 DSM Resource Plan regulatory process involved EfficiencyOne addressing stakeholder concerns about incentive levels for Nova Scotia's electricity efficiency programs. The UARB directed EfficiencyOne to develop a more rigorous incentive methodology by June 2016. CLEAResult was selected to conduct a jurisdictional review and analysis of Efficiency Nova Scotia programs, aligning with the Board's order and EfficiencyOne's Scope of Work.

2. SUMMARY OF CLEARESULT'S RECOMMENDATIONS 1 2 3 CLEAResult's findings indicate that EfficiencyOne's incentive setting 4 methodology is well aligned with other surveyed jurisdictions, and follows recommended principles of incentive design. 5 CLEAResult has proposed three 5 main areas of improvement for EfficiencyOne as presented in their general 6 7 recommendations. 8 9 CLEAResult's general recommendations are: 6 10 11 1. It is recommended that EfficiencyOne consider all of the 12 general principles for incorporation into an incentive setting 13 process. 14 15 CLEAResult has provided a documented, incentive setting 16 process (that incorporates these general principles) that can be leveraged by EfficiencyOne, along with the required template 17 18 documents and tools. 19 20 2. In addition, through recommending the general principles be followed in any incentive setting methodology that 21 22 EfficiencyOne implements, there are several supporting 23 requirements: 24 25 a) Ensure assumptions for residential and commercial LEDs, 26 residential HVAC technology, commercial fluorescent 2.7 technology and commercial Variable Frequency Drive 28 (VFD) technology are kept up to date by conducting 29 customer and technology research. 30 31 b) Further support technology research by implementing a p. pp. 3-6
2. SUMMARY OF CLEARESULT'S RECOMMENDATIONS 1 2 3 CLEAResult's findings indicate that EfficiencyOne's incentive setting 4 methodology is well aligned with other surveyed jurisdictions, and follows recommended principles of incentive design....

AI summary CLEAResult's findings indicate that EfficiencyOne's incentive setting methodology is well aligned with other jurisdictions. CLEAResult recommends incorporating general principles into the incentive setting process and suggests improvements, including updating assumptions through customer and technology research and implementing a TRM approach for energy savings and cost effectiveness metrics.

Ibid. p. pp. 6-10
Ibid. 1 3. EFFICIENCYONE'S IMPLEMENTATION PLAN 2 EfficiencyOne agrees with CLEAResult's three recommendations. 3 4 The five general principles CLEAResult suggests for incentive setting are: 5 1. Customer motivations and barriers for partic...

AI summary EfficiencyOne agrees with CLEAResult's recommendations and outlines a plan to implement them by March 31, 2017, and September 30, 2017. This includes developing an Incentive Setting Manual, completing market research, and creating a consolidated calculator for incentive setting.

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. pp. 10-11
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 EfficiencyOne commits to developing a market research plan for 2017-2018 2 within the first quarter of 2017 to address CLEAResult's recommendations. 3 4 EfficiencyOne is cur...

AI summary EfficiencyOne commits to developing a 2017-2018 market research plan, an electronic Technology Readiness Matrix (TRM) by September 2017, and a consolidated incentive calculator by March 2017, aligning with CLEAResult recommendations. The Custom Incentives Program's existing tool will inform the calculator's development.

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. pp. 13-14
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) EfficiencyOne is satisfied with the recommendations and conclusions presented by CLEAResult. The work of further optimizing EfficiencyOne's incentives is a work in progress, a...

AI summary EfficiencyOne is satisfied with CLEAResult's recommendations and believes the report provides tools to improve its incentive setting practices, acknowledging that optimization is an ongoing process.

EfficiencyOne requests that the Board accept the recommendations and conclusions of the Report, EfficiencyOne's Implementation Plan and the ongoing reporting mechanisms proposed. p. pp. 14-15
EfficiencyOne requests that the Board accept the recommendations and conclusions of the Report, EfficiencyOne's Implementation Plan and the ongoing reporting mechanisms proposed. EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-...

AI summary EfficiencyOne requests the Board to accept the recommendations and conclusions of the Report, along with the Implementation Plan and ongoing reporting mechanisms. The filing includes an appendix with the CLEARESULT Report.

Study of Nova Scotia's Market p. p. 25
Study of Nova Scotia's Market To tailor the final findings to Nova Scotia's market, efforts were taken to understand the current landscape of energy efficiency programming, from both the perspective of EfficiencyOne and other major stakeho...

AI summary The study examines Nova Scotia's energy efficiency landscape, including electricity market research, supply/demand forecasts, demographic analysis, and regulatory structures. It considers perspectives from EfficiencyOne and other stakeholders to inform recommendations for ENS's programs.

Analysis and Recommendations p. p. 25
Analysis and Recommendations The final analysis included a review of the theoretical underpinnings of incentive setting methodologies and established a framework, informed by jurisdictional best practices, on which CLEAResult's recommendat...

AI summary The analysis reviewed incentive methodologies, compared ENS's programs against a new framework, considered Nova Scotia's market, and created an Excel tool for setting incentives. Gaps in current methods were identified, with recommendations tailored to local market conditions.

Incentive Setting for Energy Efficiency Programs p. p. 25
Incentive Setting for Energy Efficiency Programs Energy conservation programs feature different types of incentives to attract participation. The underlying theory behind the design of energy conservation programs is that some energy effic...

AI summary Energy efficiency programs use financial, convenience, and educational/technical assistance incentives to overcome barriers like cost, time, and lack of knowledge. Financial incentives are emphasized as a key component in jurisdictions studied to address cost barriers for residential and business customers.

MARKET TRANSFORMATION p. pp. 25-29
MARKET TRANSFORMATION The ACEEE defines market transformation as the "strategic process of intervening in a market to create lasting change in market behaviour by removing identified barriers or exploiting opportunities to accelerate the a...

AI summary The text defines market transformation as a strategic process to change market behavior through removing barriers to adopt cost-effective energy efficiency. It references ACEEE's definition and discusses the technology adoption curve, emphasizing the importance of timing financial incentives during phases like 'The Chasm' and the late majority period. Incentive setting and program adjustments are critical during early adopter to late majority stages.

INCENTIVE SETTING THEORY p. p. 29
INCENTIVE SETTING THEORY Incentive setting for energy efficiency programs is a form of price setting, with some unique characteristics. The discussed theory is based on CLEAResult's knowledge and experience with conducting program design a...

AI summary Incentive setting for energy efficiency programs is a form of price setting with unique characteristics, based on CLEAResult's experience and discussions with the energy efficiency industry.

APPLICATION TO ENERGY EFFICIENCY PROGRAMS p. p. 31
APPLICATION TO ENERGY EFFICIENCY PROGRAMS As mentioned, incentive setting in energy efficiency programs is a unique form of price setting. For incentive setting in energy efficiency programs, the perceived value to the customer is the driv...

AI summary The document discusses challenges in setting incentives for energy efficiency programs, emphasizing customer perceived value and return on investment as key factors. It highlights systemic issues like lack of compliance checks and the need for structured methodologies and review protocols to ensure effective incentive setting.

PARTICIPANT PERCEIVED VALUE p. p. 31
PARTICIPANT PERCEIVED VALUE The determination of the participant perceived value is an evaluation of factors from the participant's perspective. For energy efficiency programs, participant perceived value leads to the motivation to partici...

AI summary The evaluation of participant perceived value focuses on factors influencing customer motivation in energy efficiency programs. Incentives are necessary to align with customer perceptions, which extend beyond financial considerations. This approach aims to bridge the gap between standard practices and energy-efficient options.

Financial Considerations as Related to Participant Perceived Value p. p. 31
Financial Considerations as Related to Participant Perceived Value There are several different costs and metrics that may affect the financial considerations involved a participant's perceived value: - 1. Retail Price - 2. Project Costs -...

AI summary The text outlines financial considerations related to participant perceived value in energy efficiency programs, focusing on retail price, project costs, project payback, and incremental equipment costs. It emphasizes the importance of defining a base case for accurate incremental equipment cost analysis, which is critical for incentive setting and program design.

Broader Considerations as Related to Participant Perceived Value p. p. 36
Broader Considerations as Related to Participant Perceived Value In the real world, determining participant perceived value during price-setting should not be thought of as a precise science that is only based on financial quantification....

AI summary The text emphasizes that participant perceived value in energy efficiency programs should not rely solely on financial quantification. Broader, non-quantifiable factors also influence perceived value, requiring specific activities and processes to assess both financial and broader considerations during incentive-setting exercises.

Cost Effectiveness p. p. 36
Cost Effectiveness Cost effectiveness is usually determined using a benefit-cost analysis which explicitly or implicitly compares the cost of energy efficiency to other electricity or natural gas supply resources and may include other cons...

AI summary The section discusses methods for determining cost effectiveness, including benefit-cost analysis, Total Resource Cost (TRC), Program Administrator Cost (PAC) tests, and unit costs based on lifetime energy savings. These methods assess the economic viability of energy efficiency programs compared to other energy supply resources.

Cost Effectiveness Test General Description and Features p. p. 36
Table 4: Cost Effectiveness Tests and Relationship to Incentive Setting from a Return on Investment Perspective Cost Effectiveness Test General Description and Features Implication for Incentive Setting (benefits-costs). A ratio over 1.0 i...

AI summary The text discusses the cost-effectiveness test, particularly the Program Administration Cost (PAC), which evaluates the total utility benefits of a technology or service compared to its costs. It outlines how PAC is used in setting incentives for electricity efficiency and conservation programs, with utility benefits quantified as avoided supply and distribution costs.

Customer Cost Threshold p. p. 40
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 is determined by various parameters such as retail price, project cost, incremental equipment cost, and participant cost test/payback analysis. These factors influence how customers perceive the cost of efficient options. The discussion highlights the importance of customer education and the need to confirm these thresholds through research activities.

JURISDICTION IDENTIFICATION AND SELECTION p. p. 45
JURISDICTION IDENTIFICATION AND SELECTION The selected jurisdictions were as follows: - Ontario (IESO); - Ontario (Union Gas); - British Columbia (BC Hydro); - California (PG&E); - Oregon (Energy Trust of Oregon); - Washington (Energy Trus...

AI summary The document lists selected jurisdictions for comparison, including Ontario, British Columbia, California, Oregon, Washington, New York, Vermont, Maine, and Massachusetts, each with specific energy organizations. Selection criteria include being best-in-class, similar size, market structure, policy environment, program delivery, and climate to Nova Scotia.

BEST-IN-CLASS p. pp. 45-48
BEST-IN-CLASS In Canada, Ontario and British Columbia have the largest energy efficiency budgets and the longest history of designing and delivering energy conservation programs. They are also usually considered the leading provinces for p...

AI summary Ontario and British Columbia lead in energy efficiency budgets and programs. The ACEEE 2015 scorecard ranks U.S. jurisdictions highly, except Maine. All selected U.S. states have Energy Efficiency Resource Standards (EERS), demonstrating commitment to energy efficiency as a sustainable electricity supply.

SIZE, STRUCTURE AND CLIMATE p. p. 48
SIZE, STRUCTURE AND CLIMATE Vermont, Maine and National Grid in Massachusetts all serve a similar population to ENS's programs. In terms of budget magnitudes, stock and sales data, and electricity savings targets, their similarity in size...

AI summary ENS's programs are compared to similar-sized jurisdictions like Vermont, Maine, and National Grid in Massachusetts, which share comparable population, budget, and market structures. Other regions with distinct systems, such as BC Hydro and NYSERDA, were selected for diverse environments. Union Gas was included for natural gas insights, while Maine, Vermont, and Massachusetts were chosen for climate similarity to Nova Scotia, influencing HVAC and building envelope technologies.

FINDINGS AND IDENTIFIED BEST PRACTICES p. pp. 48-49
FINDINGS AND IDENTIFIED BEST PRACTICES Our jurisdictional research has shown that the majority of jurisdictions employ similar methodologies and approaches to setting incentives. All of the jurisdictions have broad program design, TRM and/...

AI summary The research indicates that most jurisdictions use similar methodologies for setting incentives, though there is no consolidated process. EfficiencyOne also performs similar steps, and the document focuses on detailed recommendations and nuances.

p. pp. 49-51
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 importance of technology research in determining energy efficiency incentives. It highlights practices such as benchmarking, market research, and the use of technical resource manuals (TRMs) to establish savings opportunities and set incentive levels. Examples from various jurisdictions, including Efficiency Maine and Con Ed New York, are provided to illustrate these practices.

BUSINESS, NOT-FOR PROFIT AND INSTITUTIONAL SECTOR p. p. 55
BUSINESS, NOT-FOR PROFIT AND INSTITUTIONAL SECTOR The commercial sector accounts for businesses, not-for-profits and institutional customers. In Nova Scotia, there are 37,679 accounts that are represented by the Small Business Advocate. Th...

AI summary The commercial sector in Nova Scotia includes 37,679 accounts, with 24,109 small business accounts. Eligibility for energy programs requires annual consumption under 350,000 kWh. Operating hours vary widely, with 34% of customers operating 121-168 hours/week. Lighting accounts for 60% of commercial energy use, dominated by fluorescent T12 lamps. Opportunities exist for T8 and LED transitions, lighting controls, and rooftop unit upgrades. 60% of commercial buildings use direct expansion cooling, and 70% of heating relies on electric baseboard systems.

Efficiency Nova Scotia – Policy, Performance and Programs p. p. 55
Efficiency Nova Scotia – Policy, Performance and Programs Efficiency Nova Scotia Corporation (ENSC) commenced operations in 2010 after the enactment of the Efficiency Nova Scotia Corporation Act in 2009. Revisions to the Public Utilities A...

AI summary Efficiency Nova Scotia Corporation (ENSC) was established in 2010 under the Efficiency Nova Scotia Corporation Act . Structural changes in 2015, driven by the Electricity Efficiency and Conservation Restructuring (2014) Act , ended ENSC's role as the DSM provider, replacing it with the ENS franchise awarded to EfficiencyOne, a not-for-profit public utility.

Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit p. pp. 55-58
Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit and Institutional Demand Reduction (MW) Fully Allocated Residential Expenditure ($ mi...

AI summary The document presents tables showing historical energy savings and expenditure for residential and business sectors in Nova Scotia, and compares Nova Scotia's energy efficiency performance with other jurisdictions. It notes that Nova Scotia's efficiency programs are comparable to those in other regions in terms of spending and energy savings.

EFFICIENCY GOALS p. p. 58
EFFICIENCY GOALS As per the Electricity Efficiency and Conservation Restructuring (2014) Act , ―Nova Scotia Power Incorporated shall undertake cost-effective electricity efficiency and conservation activities that are reasonably available...

AI summary The Electricity Efficiency and Conservation Restructuring (2014) Act requires Nova Scotia Power Incorporated to implement cost-effective electricity efficiency and conservation activities aimed at reducing costs for customers.

OTHER CONSIDERATIONS p. p. 59
OTHER CONSIDERATIONS Through the most recent program evaluation process, ENS has identified that some educational initiatives are incurring savings attribution issues, and have received tentative disallowance. This specifically was the cas...

AI summary Efficiency Nova Scotia (ENS) identified savings attribution issues in the Home Energy Reports (HER) program, leading to tentative disallowance and potential challenges in shifting funding from financial to educational incentives. ENS uses an average wattage approach for energy savings estimates, which may not effectively track lifetime savings, necessitating a revised methodology for program management. This highlights the need for improved approaches to ensure accurate long-term energy savings assessments.

Program Name Program Offer and Incentive Structure p. pp. 59-63
Table 15 : ENS Program Overview Program Name Program Offer and Incentive Structure Type of Program (for CE modelling purposes) Residential Profile An online assessment tool is provided for customers to enter information about their home an...

AI summary The document outlines two ENS programs: the Residential Profile, which provides free online energy assessments without attributable savings, and the Instant Savings program, which offers discounts on energy-efficient products for residential customers.

The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs. p. p. 63
The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs. Program Identified Barriers Incentive Strategy Instant Savings 1) Residential customers worry about upfront...

AI summary The table outlines barriers and incentive strategies for the Instant Savings program. Barriers include customer concerns about upfront costs, the complexity of applying for incentives, and varying retailer awareness. Incentive strategies involve providing discounts at the point of sale, simplifying the process, and improving retailer engagement through training and campaigns.

Price Sensitivity Research p. p. 64
Price Sensitivity Research Price sensitivity is usually defined as the affect the price for a product or service has on the consumers' motivation to purchase it. For incentive setting in energy efficiency and conservation programs, it is i...

AI summary Price sensitivity research is critical for energy efficiency programs to determine optimal pricing strategies. It involves understanding consumer behavior through methods like Van Westendorp's Price Sensitivity Meter, which uses cumulative distributions from four price-related questions. The research acknowledges consumer heterogeneity, making exact price elasticity difficult to determine, but provides general insights to support decision-making.

Conjoint Analysis p. pp. 67-68
Conjoint Analysis Conjoint analysis can be used to evaluate how individual attributes contribute to consumers' value of a product or service. With many efficiency programs and incentive offers, there can be multiple benefits to the consume...

AI summary Conjoint analysis is a method to evaluate consumer preferences by examining trade-offs between product or service attributes. It helps determine the financial and non-financial value consumers place on efficiency programs and incentives. CLEAResult suggests using this method for incentive expenditures over $400,000 annually. EfficiencyOne already conducts much of the necessary research for setting incentive levels.

TECHNOLOGY RESEARCH p. p. 68
TECHNOLOGY RESEARCH Technology research can provide both the basis for the value of the incentive investment through understanding the energy savings and it can provide insight into how often the incentive should be reviewed. It is very im...

AI summary The document outlines parameters for evaluating energy efficiency incentives, including technology penetration, costs, and energy savings. It emphasizes the importance of regular TRM updates and program evaluations to adjust incentives based on market conditions and cost-effectiveness, particularly when efficient technology penetration exceeds 50%.

GENERAL PORTFOLIO SUMMARY FOR CURRENT AND RECOMMENDED ACTIVITIES p. p. 72
Understand Customer Motivation and Barriers for Participation Currently, EfficiencyOne uses four different methods to understand customer motivation and barriers to participation: 1. Market research to assess customer awareness of programs...

AI summary EfficiencyOne uses four methods to understand customer motivation and barriers to participation, including market research, annual surveys, active program management, and specialized research. The document recommends continuing these activities and introducing an annual survey on key technology portfolios to track participation trends. It also suggests considering price sensitivity analyses due to rising electricity prices and affordability concerns.

22 Our Electricity Future: Nova Scotia's Energy Plan 2015-2020, Nova Scotia Department of Energy, Available: p. p. 72
Understand Technology Savings, Price and Market Penetration EfficiencyOne currently understands technology savings, price and market penetration through three different avenues: 1. Annual review through program evaluation process; 2. Speci...

AI summary The document discusses EfficiencyOne's current methods for understanding technology savings, price, and market penetration, and recommends the introduction of a formal measures assumption validation process and summary manual, similar to the TRM, to ensure the accuracy and periodic review of cost/price information.

FORMAL & DOCUMENTED INCENTIVE SETTING PROCESS p. p. 76
FORMAL & DOCUMENTED INCENTIVE SETTING PROCESS It is recommended that ENS use a formal and documented incentive setting process for all incentive setting exercises. This does not necessarily mean that every step of the process needs to be f...

AI summary The document recommends that Efficiency Nova Scotia (ENS) adopt a formal, documented incentive-setting process for all exercises, with three potential processes outlined. It emphasizes the importance of considering existing market incentives in customer and technology research, as well as financial impact analysis, though flow charts do not explicitly address this.

For the Instant Savings Program, CLEAResult has the following recommendations: p. p. 80
Understand Technology Savings, Price and Market Penetration For Instant Savings, EfficiencyOne gains an understanding of technology savings, price and penetration through the following activities: 1. Energy Efficiency Standards (Regulation...

AI summary EfficiencyOne uses energy efficiency standards, program evaluation, industry data, and specific studies to understand technology savings, price, and market penetration for the Instant Savings Program. In 2014, CFLs were removed from the program in response to upcoming codes and standards. Recommendations include continuing current activities and implementing changes to support the program.

For the Custom Program, CLEAResult has the following recommendations: p. p. 83
to financial incentives in Custom and through another program, the Business Energy Rebates. Ongoing Program Management Through general program management, EfficiencyOne has business development managers who are responsible for major custom...

AI summary EfficiencyOne manages the Custom Program and Business Energy Rebates through direct customer communication and project payback documentation. Market research and program evaluation are recommended to understand participation barriers and motivations, with a focus on underperforming areas and segmentation analysis for the commercial and industrial sector.

Program Evaluation p. pp. 83-88
Program Evaluation Through the annual program evaluation process, participant surveys are conducted to determine free ridership and spillover savings . For the Custom Program, EfficiencyOne gains an understanding of technology savings, pri...

AI summary The document discusses the evaluation of a custom energy efficiency program, focusing on methods for capturing technology savings, market penetration, and cost information. It emphasizes the use of feasibility studies, project applications, and engagement with the supply chain to support program management and incentive setting.

For the Business Energy Rebates program, CLEAResult has the following recommendations: p. p. 88
Understand Technology Savings, Price and Market Penetration For the Business Energy Rebates program, EfficiencyOne gains an understanding of technology savings, price and penetration through: 1. Ongoing Program Management and 2. Program Ev...

AI summary EfficiencyOne manages the Business Energy Rebates program by engaging with the supply chain and reviewing project invoices to understand technology savings and pricing. They also evaluate energy savings assumptions annually and are considering methods to document operating hours beyond randomized audits.

For the Home Energy Assessment program, CLEAResult has the following recommendations: p. p. 92
For the Home Energy Assessment program, CLEAResult has the following recommendations: General Principle Current Activities Recommended Activities

AI summary The Home Energy Assessment program is being reviewed by CLEAResult, who have provided recommendations for improvement. The table outlines general principles, current activities, and recommended activities for the program.

Program Financial Simulation Analysis p. p. 98
Program Financial Simulation Analysis

AI summary The document outlines a Program Financial Simulation Analysis, likely evaluating financial models for energy efficiency programs regulated by Nova Scotia's Utility and Review Board. It may involve assessing demand-side management initiatives, efficiency programs, and regulatory criteria for utility operations.

Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Pr p. pp. 100-101
Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Price – Current Incentive) Estimated 2016 PME Cost to Consumer Less than PME? Current Incentive as % of Retail Price ENERG...

AI summary The table provides a comparison of retail prices, program incentives, and cost to consumers for various energy efficiency measures from 2014 to 2016, highlighting the impact of incentives on the cost to customers.

Parameter Program Budget Incentive Level Threshold p. pp. 101-103
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 tables outlining the program budget incentive level thresholds for the Instant Savings Program, comparing current incentives with thresholds at 30% and 20% program administration expenditure. It notes that most current incentives are suitable, except for three measures that exceed the threshold.

Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Leve p. pp. 103-104
Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Level Threshold (including Program Administration Costs) ENERGY STAR® LED A Lamp 506.49 Y...

AI summary Table 29 presents the Program Assessment Criteria (PAC) for various energy efficiency measures, showing that the PAC of the current incentive level exceeds the cost effectiveness incentive level threshold for all listed measures, indicating that none of the measures breach the threshold.

Comparison of Current Incentive to Incentive Level Thresholds p. pp. 104-105
Comparison of Current Incentive to Incentive Level Thresholds Measure Current Incentive Cost to Customer Threshold Exceeded? Program Budget Threshold Exceeded? Cost Effectiveness Threshold Exceeded? ENERGY STAR® LED A Lamp $3.00 No No No E...

AI summary The table compares current incentives for various energy efficiency measures against cost to customer, program budget, and cost effectiveness thresholds. It notes that most measures maintain current incentives, but programmable thermostats, heavy-duty timers, and outdoor clotheslines require further analysis due to threshold exceedances.

Identification of Parameters for Average Custom Retrofit Project p. p. 105
Identification of Parameters for Average Custom Retrofit Project The parameters for an average Custom Retrofit project were provided by EfficiencyOne. To provide multiple options for modelling, three different measure archetypes were selec...

AI summary EfficiencyOne provided parameters for an average Custom Retrofit project, using three measure archetypes with varying energy savings persistence. CLEAResult can only comment on average project incentives, not specific ones, as the archetypes are used to model multiple options.

Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Sav p. pp. 105-106
Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Savings per Project (MWh) Average Net Peak Demand Savings per Project (kW) Energy Savings Persistence Average...

AI summary The table provides parameters for average custom retrofit projects, including energy savings, peak demand savings, NTG, and incentive levels. It shows consistent data across different incentive levels (10, 15, 20) for the Custom Project Retrofit Track.

Measure Energy Savings Persistence Cost Effectiveness Threshold p. p. 107
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 34: Cost Effectiveness Incentive Level Threshold for Av...

AI summary The table outlines the cost effectiveness incentive level thresholds for the Custom Project Retrofit Track based on energy savings persistence. The PAC is greater than 4.9 for measures with energy savings persistence over 15 years, with a break-even point between 16-17 years. EfficiencyOne should consider energy savings persistence when evaluating individual project incentives.

Appendix A – Jurisdictional Scans p. p. 107
Appendix A – Jurisdictional Scans

AI summary Appendix A outlines jurisdictional scans relevant to Nova Scotia's regulatory proceedings, likely involving energy efficiency, utility oversight, and demand-side management frameworks. The context includes references to regulatory bodies, programs, and technical criteria.

ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 113
ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY Conservation programs being delivered provincially though the IESO (formerly the OPA) started in 2006, through the delivery of third tranche programs by specific LDC...

AI summary Ontario's energy efficiency programs began in 2006 through LDCs and expanded province-wide from 2007 with initiatives like 'Every Kilowatt Counts' and 'The Great Refrigerator Round Up.' These programs, delivered via the IESO (formerly OPA), included instant rebates, appliance retirement, and business incentives through partners such as ERIP, BOMA, and MEER.

ONTARIO (IESO) –OVERVIEW p. p. 113
ONTARIO (IESO) –OVERVIEW

AI summary Overview of Ontario's IESO regulatory proceeding, involving entities like ENS, OEB, and LDCs, focusing on energy efficiency programs and regulatory frameworks. Key acronyms and organizations related to demand-side management and electricity system operations are listed.

ONTARIO - ENERGY EFFICIENCY PROGRAMMING p. p. 114
ONTARIO - ENERGY EFFICIENCY PROGRAMMING

AI summary The document outlines Ontario's energy efficiency programming, referencing regulatory bodies, programs, and acronyms related to demand-side management, efficiency initiatives, and utility oversight. Key entities include Efficiency Nova Scotia, Ontario Energy Board, and local distribution companies.

Previous Results (Savings, Expenditure, Cost Effectiveness) p. p. 114
Previous Results (Savings, Expenditure, Cost Effectiveness) Before the current Conservation First Framework (CFF, 2015-2020), Ontario's previous cycle for efficiency programs was from 2011-2014. The following results are summarized for tha...

AI summary This section provides an overview of previous results from Ontario's efficiency programs, specifically from the 2011-2014 cycle, which preceded the current Conservation First Framework (2015-2020).

Program Net Savings (GWh) Expenditure p. p. 114
Program Net Savings (GWh) Expenditure Appliance Retirement 58 Not available Retailer Coupons 280 Not available Heating & Cooling Incentive 174 Not available Home Assistance Program 55 Not available Other Residential Programs 5 Not availabl...

AI summary The document presents a table summarizing various energy efficiency programs and their associated net savings and expenditures. It also includes data on TRC and PAC metrics for different program categories, along with a reference to a 2011-2014 Conservation Results report.

FUTURE TARGETS p. pp. 114-186
FUTURE TARGETS The Conservation First Framework covers the time period from 2015-2020. The province-wide budget for the six years is $2.2 billion, of which LDCs are provided with $1.8 billion. The IESO retains some funds for central servic...

AI summary The Conservation First Framework (2015-2020) allocates $2.2B province-wide, with $1.8B for LDCs and IESO retaining funds. Ontario's total target is 8.7 TWh (7 TWh for LDCs), with annual savings at 1.3% of sales. Each LDC must complete a CDM plan meeting cost-effectiveness and budget targets.

ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 114
ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Currently, the conservation programs in Ontario cover the residential, low income, small business, commercial and industrial, and large industrial sectors. The programs cover financ...

AI summary Ontario's conservation programs target residential, low-income, small business, commercial, and industrial sectors, offering incentives, coaching, and training. Rigorous evaluations over five years have raised energy efficiency baselines, with T8 lighting now standard. A new pay-for-performance framework for LDC funding marks a North American first.

Program Name Program Area Program Measures p. p. 114
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 appendix outlines a residential program by Union Gas in Ontario that provides prescriptive incentives for energy-efficient measures such as LEDs, controls, and power strips. The incentives are offered at the point of purchase and are based on the up-front cost to the customer, with a secondary ceiling based on program cost effectiveness. Prior to 2010, incentives were capped at 30% of the retail price.

Costs p. pp. 125-198
Costs Under the TRC-plus test include: - Costs incurred by program participants (Incremental Equipment Costs) - Costs of running the energy efficiency programs (delivery and administration costs)

AI summary The TRC-plus test includes incremental equipment costs for program participants and delivery/administration costs of energy efficiency programs.

EXISTING MAIN PROGRAMS – UNION GAS [4](#page-125-1) p. p. 125
EXISTING MAIN PROGRAMS – UNION GAS [4](#page-125-1) Program Area Program Name Description Incentives Links Home Weatherization Program provides low-income qualified residential customers with a home energy assessment and weatherization at...

AI summary The text outlines two existing programs by Union Gas aimed at providing energy efficiency measures to low-income and Aboriginal customers. The Home Weatherization Program offers free home energy assessments, insulation, and energy-saving products. The Aboriginal program provides free energy efficiency measures and financial incentives for furnace upgrades.

Figure 26: Electricity Savings from Energy Efficiency Programs F2003 - F200[7](#page-134-0) 4 p. pp. 133-134
Figure 26: Electricity Savings from Energy Efficiency Programs F2003 - F200[7](#page-134-0) 4 Cumulative Electricity Savings (GWh/year) Plan Actual Variance F2003 353 358 1% F2004 610 739 21% F2005 890 1,147 29% F2006 1,177 1,391 18% F2007...

AI summary Figure 26 shows cumulative electricity savings from energy efficiency programs from F2003 to F2007, with actual savings exceeding planned targets. The 2007 Energy Plan's conservation target for 2020 is 10,610 GWh/year and 1,756 MW of savings, based on the Conservation Potential Review (CPR) conducted in 2006 and 2007, which estimated achievable savings between 6,200 and 10,800 GWh/year by 2021.

- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) p. pp. 134-138
- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) Benefits Costs Behaviour Program5 This program intends to inform and educate residential customers about their electricity...

AI summary The text describes two programs aimed at improving energy efficiency: a Behaviour Program that encourages residential customers to reduce electricity consumption through a one-year challenge and a Lighting Program that promotes the use of energy-efficient lighting products.

BACKGROUND p. pp. 138-147
BACKGROUND Efficiency Nova Scotia has contracted CLEAResult to conduct energy conservation and energy efficiency program incentive research. The project covers the following areas: - Identification of best practices for incentive rate sett...

AI summary Efficiency Nova Scotia contracted CLEAResult to research best practices for setting energy program incentives, focusing on jurisdictional comparisons. The project aims to develop guidelines for optimizing energy conservation programs, with findings submitted to Nova Scotia's Utility and Review Board (UARB). The process includes interviews with jurisdictional contacts and public disclosure of final documents.

OVERVIEW p. pp. 138-147
OVERVIEW Jurisdictional Scan State/Province California Utility/Agency Pacific Gas & Electric Fuel Electricity Carolyn Weiner Manager, EE Core Products Key Contact/Interviewee [email protected] office: 415-973-2391 cell: 415-852-8663 C...

AI summary The document provides an overview of the electricity market in California, focusing on Pacific Gas & Electric. It includes contact information for Carolyn Weiner, Manager of EE Core Products, and Jonathan Houle, the consultant involved in the analysis.

Cost Effectiveness Testing p. p. 143
Cost Effectiveness Testing As detailed in D.14-10-046 8 , the CPUC has interpreted its mandate to deliver cost-effective energy efficiency and conservation programs as meaning that all energy efficiency portfolios of delivery agents should...

AI summary The CPUC mandates cost-effective energy efficiency programs, evaluated via TRC and PAC tests. California's Standard Practice Manual and DEER database are benchmarks. E3 provides a portfolio model.

Avoided Costs p. p. 143
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 Avoided costs in California are calculated by E3 over a 20-year period, considering components such as generation energy, capacity, and environmental factors. Natural gas avoided costs include commodity, transmission, and emissions. The model was last updated in 2011.

PG&E - ENERGY EFFICIENCY PROGRAMMING p. p. 146
PG&E - ENERGY EFFICIENCY PROGRAMMING PG&E has been delivering energy efficiency programs to its customers since 1976 having kept more than 168 million metric of CO 2 out of the atmosphere based on cumulative lifecycle gross energy savings....

AI summary PG&E has implemented energy efficiency programs since 1976, resulting in over 168 million metric tons of CO2 reduction through cumulative energy savings. The claim is supported by a footnote reference.

Savings p. pp. 146-147
Savings PG&E's programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2013-2015 period, PG&E managed to achieve between 110-143 percent of annual g...

AI summary PG&E's energy efficiency programs exceeded their 2013-2015 savings goals, achieving 110-143% of annual gross energy savings and 130-164% of annual demand goals, excluding Codes & Standards savings.

All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. p. p. 147
All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. PG&E 2013-2015 Incentive-to-Administrative Spendin...

AI summary California PAs must ensure energy efficiency portfolios have TRC and PAC above 1. PG&E's historical data shows TRC and PAC values for 2013 and 2014, with TRC at 1.33 and 1.38, and PAC at 2.36 and 2.18, respectively. Future targets are mentioned but not detailed.

APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON) p. p. 147
APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON)

AI summary Appendix A-5 discusses energy efficiency initiatives in Oregon and Washington, focusing on the Energy Trust of Oregon. It references regulatory frameworks, programs, and organizations involved in demand-side management and energy efficiency.

Section 490 p. p. 147
The Energy Trust of Oregon serves four utilities which cover two states: - Portland General Electric (PGE), Oregon Electricity - Pacific Power, Oregon Electricity - NW Natural, Oregon & Washington Gas - Cascade Natural Gas, Oregon– Gas The...

AI summary The Energy Trust of Oregon serves multiple utilities across Oregon and Washington, including PGE, Pacific Power, NW Natural, and Cascade Natural Gas. It is regulated by the Oregon Public Utilities Commission and the Washington Utilities and Transportation Commission. Some of these utilities also operate energy efficiency programs outside of Oregon.

History p. p. 154
History In 1999, Oregon lawmakers and citizens envisioned a future with Oregon homes and businesses powered by clean, affordable energy. They established stable, consistent funding to help Oregonians invest in energy efficiency and renewab...

AI summary In 1999, Oregon lawmakers and citizens established Energy Trust of Oregon, a non-profit organization, to promote clean, affordable energy through energy efficiency and renewable resources. The Oregon Public Utilities Commission authorized its operations in 2002, focusing on cost-effective programs with low administrative costs and high customer satisfaction. Customers of four utilities across two states fund and benefit from these initiatives.

Energy Trust of Oregon Funding p. p. 154
Energy Trust of Oregon Funding Through state legislation, tariffs and other requirements, Energy Trust is funded by customers of Portland General Electric, Pacific Power, NW Natural and Cascade Natural Gas. Customers of all four utilities...

AI summary Energy Trust of Oregon is funded by customers of PGE, Pacific Power, NW Natural, and Cascade Natural Gas through legislation and tariffs. Key programs include K-12 school energy conservation, low-income housing assistance, and renewable energy initiatives. SB 838 enabled expanded funding, leading to increased energy savings and budget growth from $63M in 2008 to $117M in 2013.

Northwest Power Plan 11 p. p. 154
Northwest Power Plan 11 The Northwest Power & Conservation Council represents the regional power planning efforts of Idaho, Washington, Oregon and Montana. The Northwest Power Act requires that the Council produce a 20-year Power Plan each...

AI summary The Northwest Power & Conservation Council, established under the Northwest Power Act, prioritizes energy efficiency as the least-cost resource in its 20-year Power Plan. The Plan emphasizes avoiding fuel price volatility, financial risks, and carbon reduction challenges while addressing regional capacity needs through cost-effective energy efficiency measures.

12 p. p. 154
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 across years 2013 to 2016. The section heading refers to incentive-to-administration expense ratios, indicating a focus on the efficiency and cost-effectiveness of incentive programs.

Benefits (Avoided Costs) p. p. 158
Benefits (Avoided Costs) In the societal test, the Energy Trust will include the following benefits: - 1. The value of the electrical and/or gas energy saved based on the avoided cost forecasts of the utilities whose customers are served b...

AI summary The Energy Trust includes benefits such as avoided energy costs, non-energy benefits, line losses, gas capacity benefits, and a 10% conservation credit under the Northwest Power Act. Benefits are based on utility forecasts approved by PUC and OPUC, with non-energy benefits using proxies until OPUC provides alternatives. Other environmental pollutants are considered only when specified by PUC.

Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 p. p. 158
Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 Program Utility Cost Test Benefit Cost Ratio Societal (Total Resource Cost) Test Benefit Cost Ratio New Ho...

AI summary The Energy Trust's 2014 Annual Report presents cost effectiveness results for various energy efficiency programs, showing benefit-cost ratios for both utility and societal (Total Resource Cost) tests across different program categories.

Measure Assumptions Document (MAD) p. p. 158
Measure Assumptions Document (MAD) What is a MAD: It is the decision of record determining measure cost effectiveness and authorizing use of a measure. The measure is clearly defined along with the conditions under which it is approved. Th...

AI summary The Measure Assumptions Document (MAD) defines energy efficiency measures, their cost-effectiveness, and approval conditions. It outlines sections like Valid Date, Program, Market Segment, and Cost Effectiveness, with final assumptions and requirements. Energy Trust engineering staff approve MADs, though initial analysis often comes from Energy Trust delivery contractors.

APPENDIX A: MEASURE DEVELOPMENT PROCESS p. pp. 158-164
APPENDIX A: MEASURE DEVELOPMENT PROCESS

AI summary Appendix A outlines the Measure Development Process for energy efficiency programs in Nova Scotia, involving the Demand Side Management Advisory Group (DSMAG) and Efficiency Nova Scotia (ENS). It references the Technical Reference Manual (TRM) and Energy Efficiency Resource Assessment Model (EERAM), incorporating inputs from the American Council for an Energy-Efficient Economy (ACEEE) and Massachusetts Technical Advisory Committee (MTAC). The process evaluates program costs and benefits, aligning with regulatory frameworks.

APPENDIX A-6: NEW YORK (CONSOLIDATED EDISON) p. p. 164
APPENDIX A-6: NEW YORK (CONSOLIDATED EDISON)

AI summary This appendix from a Nova Scotia regulatory proceeding discusses New York's Consolidated Edison, focusing on energy efficiency programs and regulatory frameworks. It references entities like NYSERDA and ENS, highlighting DSM initiatives and evaluation processes.

Peak Demand p. p. 164
Peak Demand Electricity: 12,316 MW (2015) Gas: 1,068 MDt (2016) Electric Retail Price per kWh in 2014 for Con Ed (In Cents) Residential: 28.85 Commercial: 22.16 Industrial: 20.18 Transportation: 17.44 Retail Price per Thousand Cubic Feet i...

AI summary The text provides statistics on electricity and gas demand, retail prices, and energy generation sources in Nova Scotia and New York. It includes data on peak demand, energy sources like nuclear, natural gas, and hydroelectric, and electricity prices for residential, commercial, and industrial sectors.

KEY PLAYERS p. p. 166
KEY PLAYERS

AI summary The 'KEY PLAYERS' section outlines key organizations, programs, and regulatory bodies involved in Nova Scotia's energy and utility proceedings. It includes acronyms for entities such as Nova Scotia Utility and Review Board (UARB), Demand Side Management (DSM), and Efficiency Nova Scotia (ENS), along with other provincial, national, and international stakeholders.

PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 p. p. 166
PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 In the 1980s to 1990s, New York State electric utilities operated large scale energy efficiency programs. The annual spending on these programs was $286 million at its peak in 1992. Total uti...

AI summary New York State electric utilities implemented large-scale energy efficiency programs from the 1980s to 1990s, with spending peaking at $286 million in 1992 and totaling over $1.2 billion between 1990 and 1996, resulting in 5,744 GWh of energy savings. In 1996, the SBC was established with NYSERDA as the administrator, and these programs were scaled back.

Figure 42: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 p. p. 166
Figure 42: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 Year Cumulative An Cumulative Annual Reductions Cumulative Peak Curtailable Demand Reductions Annual Spending Electric (GWh) Other (MMBtu) (MW) (MW) ($ M...

AI summary Figure 42 presents data on energy savings and program costs for NYSERDA efficiency programs between 1998 and 2009. It includes cumulative energy savings, peak demand reductions, and annual spending for programs administered by NYSERDA and on behalf of Consolidated Edison, National Fuel Gas, and National Grid.

Figure 46: Electric Savings Result 9 p. p. 170
Figure 46: Electric Savings Result 9 Program Names (Savings in MWh) Accumulated Savings to Year C&I Custom Efficiency C&I Equipment Rebate Small Business Direct Install Residential Direct Install Appliance Bounty Residential Room Air Condi...

AI summary Figure 46 and 47 present accumulated electric and gas savings results by program and year, highlighting program names, savings in MWh and Dth, and percentages achieved. The data reflects contributions from various programs such as C&I Custom Efficiency, Residential Direct Install, and Multifamily Energy Efficiency. The figures also show program discontinuations and changes in targets over time.

Program Analysis p. p. 170
Program Analysis Initiatives Target Market Incentive Setting Methodology Residential Electric Rebate (Electric) Residential customers looking to upgrade HVAC, water heater, or install programmable thermostats. Rebate for HVAC systems, elec...

AI summary The document outlines a residential electric rebate initiative targeting customers looking to upgrade HVAC systems, water heaters, or install programmable thermostats. Incentives are based on the efficiency of the products installed.

New York Public Service Commission p. p. 170
New York Public Service Commission The New York Public Service Commission regulates and oversees the electric, gas, water and telecommunication industries, as part of the Department of Public Service. In 2015, the Public Service Commission...

AI summary The New York Public Service Commission (PSC) regulates utilities and oversees energy programs. In 2015, it launched the Reforming Energy Vision (REV) initiative to boost energy efficiency, renewable energy, and distributed resources. The PSC also reviews NYSERDA's energy conservation plans and budgets.

Sources of Funding p. p. 170
Sources of Funding The Systems Benefit Charge (SBC) is the primary source of NYSERDA s funding for energy conservation programs. It was established on May 20, 1996. The funds collected from the SBC are allocated towards energy efficiency p...

AI summary The Systems Benefit Charge (SBC) funds NYSERDA's energy conservation programs, including the Energy Efficiency Portfolio Standard (EEPS), which was replaced by the Clean Energy Fund (CEF). Established in 1996 and extended in 2016, the SBC supports energy efficiency, research, low-income programs, and environmental disclosure. Additional funding sources include the Regional Greenhouse Gas Initiative (RGGI) and Renewable Portfolio Standard (RPS), which finance carbon abatement, renewables, and are regulated by the Public Service Commission.

NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 170
NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY

AI summary NYSERDA's Energy Efficiency Program outlines incentives and cost-effectiveness policies for energy efficiency initiatives, focusing on program design and evaluation metrics.

Avoided Costs p. p. 170
Avoided Costs The benefits calculated in the TRC are the avoided supply costs. For NYSERDA, the avoided supply costs include the reduction in costs of electric energy, natural gas, generation and transmission, and distribution capacity, va...

AI summary Avoided supply costs, calculated using the Total Resource Cost (TRC) method, include reductions in electric energy, natural gas, and distribution costs during load reductions. These costs are determined by the New York Independent System Operator (NY-ISO) on behalf of NYSERDA.

ENERGY EFFICIENCY PROGRAMMING p. p. 170
ENERGY EFFICIENCY PROGRAMMING Energy efficiency programs are typically set on three year funding cycles, approved by the Public Services Commission. Programs cover both the residential and commercial sectors, and cover various fuel types....

AI summary Energy efficiency programs in Nova Scotia operate on three-year funding cycles approved by the Public Services Commission, covering residential and commercial sectors with a focus on electricity conservation programs.

Previous Results (Savings, Expenditure, Cost Effectiveness) p. p. 170
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 text presents tables for 'Previous Results' and 'Future Targets' showing electricity savings, expenditure, and cost effectiveness from 2013 to 2018, with all data marked as 'Not Available'. It also references an 'Incentive Level Setting Methodology' section, which is not detailed in the provided text.

APPENDIX A-8: VERMONT (EFFICIENCY VERMONT) p. p. 170
APPENDIX A-8: VERMONT (EFFICIENCY VERMONT)

AI summary Appendix A-8 discusses Vermont's Energy Efficiency Program (Efficiency Vermont) within a Nova Scotia regulatory proceeding context. It references energy efficiency initiatives, demand-side management, and related regulatory frameworks, though specific details of the proceeding are not provided in the text.

SUMMARY p. p. 170
SUMMARY Jurisdictional Scan State/Province Vermont Utility/Agency Efficiency Vermont (Vermont Energy Investment Corporation) Fuel Electricity, Gas, Heating Fuels Key Contact/Interviewee Robert Stephenson, Chris Gordon Consultant Mayuran Sr...

AI summary This section provides an overview of the jurisdictional scan for Efficiency Vermont, including the state/province, utility/agency, fuel types, key contact/interviewee, and consultant involved in the proceeding.

Electricity Market p. p. 170
Electricity Market The following entities make up the electricity system in Vermont. - Efficiency Vermont (Vermont Energy Investment Corporation VEIC) - Vermont Public Services Board (PSB) - ISO New England (ISO-NE) - Vermont Electric Powe...

AI summary Vermont's electricity system includes Efficiency Vermont, the PSB, ISO-NE, VELCO, and 17 utilities. Efficiency Vermont, established in 1999 by the PSB, administers energy efficiency programs funded by an EEC charge. Utilities face split incentives, while Burlington Electric Department operates separate programs. ISO-NE manages regional power systems, and VELCO oversees Vermont's transmission infrastructure.

EFFICIENCY VERMONT –OVERVIEW p. p. 181
EFFICIENCY VERMONT –OVERVIEW

AI summary The document provides an overview of Efficiency Vermont, focusing on energy efficiency programs, regulatory frameworks, and related entities. It includes acronyms and terminology relevant to energy management, utility regulation, and demand-side initiatives.

Utility Facts p. p. 181
Utility Facts - Serves all of Vermont, other than Burlington Electric Department customers - Over 9,500 square miles - Services population of 500,000 - Funded through energy efficiency charge collected by participating electric utilities....

AI summary The utility serves all of Vermont except Burlington Electric Department customers, covering 9,500 square miles and 500,000 people. It is funded through an energy efficiency charge collected by participating utilities. A 2013 avoided costs report is referenced, highlighting energy efficiency initiatives.

Savings p. p. 186
Savings Efficiency Vermont programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2012-2014 period, Efficiency Vermont had the following results:

AI summary Efficiency Vermont programs have successfully reduced energy consumption and incentivized energy-efficient behaviors and investment decisions, with notable results from the 2012-2014 period.

2012 2013 2014 2012–2014 Total p. p. 186
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.

Efficiency Vermont's spending for 2013 and 2014 is provided below: p. p. 186
Efficiency Vermont's spending for 2013 and 2014 is provided below: Prior Year Current Year 2014 Cumulative starting 1/1/12 Cumulative starting 1/1/12 # participants with installations 37,483 54,135 131,094 131,094 Operating Costs Administr...

AI summary Efficiency Vermont's spending for 2013 and 2014 is detailed, showing increases in operating, technical assistance, support services, and incentive costs. The table also highlights annualized and lifetime MWh savings, as well as the percentage of incentive spending relative to total program spending and the cost per kWh.

Section 590 p. p. 186
Efficiency Vermont is not held to a direct cost effectiveness metric, but the plan must meet associated savings, spending and total resource benefit targets. The annual savings verification process captures program to these targets. The la...

AI summary Efficiency Vermont is not required to meet a direct cost effectiveness metric, but must meet savings, spending, and total resource benefit targets. An independent audit for the 2011-2013 period verified program performance against these targets.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 190
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 the Efficiency Vermont Core Program Offerings, focusing on residential and business programs. It includes details on agricultural equipment rebates and appliance rebates, specifying eligible products and the process for claiming incentives.

GEOGRAPHIC DEFINITIONS p. p. 190
GEOGRAPHIC DEFINITIONS Efficiency Maine is the body that incents energy efficiency practices in the state of Maine, USA. They are responsible for developing, planning, coordinating and implementing energy efficiency and alternative energy...

AI summary Efficiency Maine is the organization responsible for promoting energy efficiency and alternative energy programs in Maine, USA. It oversees both electric and gas fuel initiatives across the state, including program development, planning, coordination, and implementation.

Figure 51: Retail Sales of Electricity (Million kilowatt-hours) 4 p. p. 190
Figure 51: Retail Sales of Electricity (Million kilowatt-hours) 4 2012 2013 2014 2015 Retail sales of electricity (million kilowatthours) New England All sectors 120,456 121,357 119,983 119,311 ··· Residential 47,208 48,369 47,212 47,397 ·...

AI summary The text presents retail electricity sales data for New England and Maine across various sectors from 2012 to 2015, including residential, commercial, industrial, and transportation. The data highlights fluctuations in electricity consumption over time.

Figure 53: Natural Gas Consumption (Maine) 8 p. p. 195
Figure 53: Natural Gas Consumption (Maine) 8 2010 2011 2012 2013 2014 2015 Total Consumption 77,575 71,690 68,266 64,091 60,661 Pipeline & Distribution Use 1,753 2,399 762 844 1,300 Volumes Delivered to Consumers 75,821 69,291 67,504 63,24...

AI summary The text presents two figures detailing natural gas consumption in Maine from 2010 to 2015 and customer rates in 2014. The data includes total consumption, distribution use, volumes delivered to consumers, and rates by sector (residential, commercial, industrial, and transportation).

MARKET STRUCTURE OVERVIEW p. p. 196
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 (2009) established Efficiency Maine as an independent trust to implement energy efficiency programs. Key goals include weatherizing buildings, reducing peak load, and achieving cost-effective savings. The Maine Public Utilities Commission (MPUC) reviews triennial plans, approves budgets, and oversees program funding from utilities and markets. Energy efficiency is highlighted as the lowest-cost energy resource in Maine.

PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE p. p. 196
PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE DSM programs were administered by electric utilities before 2002. Efficiency Maine was then established in 2002 to promote electricity efficiency, reduce energy costs and improve the environmen...

AI summary Efficiency Maine, established in 2002 under the Maine Public Utilities Commission (MPUC), transitioned to an independent Trust by 2009. From 2004-2010, the program achieved 486,342 MWh annual savings, 4.646 million MWh lifetime savings, and a 2.92 benefit-to-cost ratio at 3.6 cents/kWh.

Section 615 p. p. 197
11 Efficiency Maine, captured from Efficiency Maine's ―Annual Reports‖ between 2011-2015

AI summary The text references Efficiency Maine's Annual Reports from 2011 to 2015, which provide insights into the organization's activities and performance during that period.

Figure 57: 2011-2015 Gas Savings Result [11](#page-197-0) p. pp. 197-198
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.

Avoided Costs p. p. 198
Avoided Costs TRC: The benefits included are the avoided costs of energy. Efficiency Maine participated in the AESC Study Group, which partnered with Tabors Caramanis Rudkevich for a study on marginal energy supply costs that are avoided d...

AI summary Efficiency Maine uses the AESC Study Group's findings on avoided costs from energy efficiency programs in New England for cost-effectiveness testing. The study, updated every three years, covers electricity and gas benefits, including reduced resource needs, infrastructure costs, and market prices.

2. Technical Reference Manual p. p. 198
2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine has developed Residential and Commercial Technical Reference Manuals (TRMs) to document energy and demand savings calculations for energy efficiency measures, including associated technology information and assumptions.

Figure 63: Electric Program Expenditures 2015 [12](#page-198-0) p. p. 198
Figure 63: Electric Program Expenditures 2015 [12](#page-198-0) Program Incentive Delivery Total Home Energy Savings Program (Residential) Residential customers who are looking to weatherize, reduce GHG, and improve overall energy efficien...

AI summary Figure 63 outlines the 2015 electric program expenditures, detailing various incentive structures for residential energy efficiency programs, including air sealing, insulation, heating systems, and financing options such as PACE and unsecured energy loans.

Overview of Electricity Market p. p. 198
Overview of Electricity Market The following entities make up the electricity system in Massachusetts. - National Grid - Massachusetts Government: Office of Energy and Environmental Affairs: Department of Public Utilities (DPU) - Mass Save...

AI summary The Massachusetts electricity system includes National Grid, the Department of Public Utilities (DPU), ISO New England, and other utilities. The DPU oversees utilities, ensuring reliable service and safety. National Grid submits energy efficiency plans to the DPU, which regulates utilities and promotes cost-effective service.

MASSACHUSETTS ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 210
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 – UTILITY OVERVIEW p. p. 210
NATIONAL GRID – UTILITY OVERVIEW

AI summary The document provides an overview of National Grid's utility operations, referencing regulatory bodies, energy efficiency programs, and technical standards relevant to Nova Scotia. Key entities include Nova Scotia Utility and Review Board (UARB), Demand Side Management (DSM), and Efficiency Nova Scotia (EN). Topics focus on utility regulation and energy efficiency initiatives.

NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING p. p. 210
NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING

AI summary The document outlines National Grid's Energy Efficiency Programming under regulatory review in Nova Scotia, involving entities like ENS and UARB. Key topics include demand-side management, program evaluation, and regulatory compliance.

Savings and Expenditure 101 p. p. 210
Savings and Expenditure 101 In the 2013-2015 cycle, National Grid achieved the following savings with the associated expenditures. These savings and expenditures have not been through the full EM&V process yet and have not been finalized.

AI summary The 2013-2015 cycle savings and expenditures by National Grid have not been finalized or fully evaluated through the EM&V process, indicating ongoing analysis or potential adjustments.

INCENTIVE LEVEL SETTING METHODOLOGY p. p. 210
INCENTIVE LEVEL SETTING METHODOLOGY National Grid uses the following principles for incentive setting methodology for the electricity efficiency programs: - Customer market research - Technology research - Supply chain and stakeholder disc...

AI summary National Grid outlines its incentive setting methodology for electricity efficiency programs, emphasizing customer market research, technology research, stakeholder discussions, top-down potential analysis, and bottom-up participation analysis to determine program effectiveness and incentive levels.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 210
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 the core program offerings by National Grid for residential and business customers, focusing on energy efficiency initiatives such as home energy assessments, lighting and appliance rebates, and heating and cooling incentives. These programs aim to promote energy conservation and reduce costs for eligible customers.

High Level Specifications p. p. 210
High Level Specifications

AI summary The document outlines a regulatory proceeding in Nova Scotia, listing acronyms and entities involved in energy efficiency, demand-side management, and utility regulation. Key organizations include Nova Scotia Utility and Review Board (UARB) and Efficiency Nova Scotia (EN), with references to programs like DSM and EEPS.

1. Measure Library Section (from TRM process recommendation in report) p. p. 210
1. Measure Library Section (from TRM process recommendation in report) This section should include the details of each measure in the portfolio, or measures being considered. - Efficient Technology Name; - Efficient Technology Description;...

AI summary The Measure Library Section outlines parameters for evaluating energy efficiency measures, including technology details, costs, energy savings, and program evaluation criteria. It emphasizes metrics like TRC (Total Resource Cost), PAC (Program Administrator Cost), and cost-effectiveness thresholds for assessing measure viability.

Inputs p. p. 210
Inputs - Avoided Supply Costs (energy and capacity); - Local Avoided Supply Costs (energy and capacity); - Fixed Program Administration Costs; - Year of Implementation; - Measure Participation; - Variable Costs; - Annual Operating Costs (F...

AI summary The document outlines key input parameters for a regulatory proceeding, including avoided supply costs, program administration expenses, measure participation rates, energy savings persistence, and financial factors like discount rates. These inputs are critical for evaluating energy efficiency programs and their associated costs and benefits.

Outputs p. p. 210
Outputs - Total Gross Energy Savings; - Total Gross Demand Reduction; - Total Net Energy Savings; - Total Net Demand Reduction; - TRC Benefits; - TRC Costs; - TRC Net Benefits; - TRC Ratio; - PAC Benefits; - PAC Costs; - PAC Net Benefits;...

AI summary The document outlines key output metrics for evaluating energy efficiency programs, including total energy and demand reductions, TRC (Total Resource Cost) and PAC (Program Administrator Cost) benefits and ratios, and levelized unit costs. These metrics support cost-benefit analysis and program performance evaluation.

E-3-(i)REVISED Incentive Setting Methodology: CLEAResult Report & Efficinecy One Implementation Report - Redline Version 133 passages
EfficiencyOne p. p. 0
EfficiencyOne IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application pursuant to Subsection 79J(3) of the Public Utilities Act for Approval of the 2016-2018 Supply Agreement fo...

AI summary The document pertains to a regulatory proceeding under the Public Utilities Act, R.S.N.S. 1989, c.380, involving an application for approval of a 2016-2018 supply agreement focused on electricity efficiency and conservation activities. The proceeding addresses the legal framework governing utility regulations in Nova Scotia.

Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan p. pp. 0-1
Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan FILED June 30, 2016 REVISED March 31, 2017

AI summary The document outlines the incentive-setting methodology for Nova Scotia's CLEAResult Report and EfficiencyOne Implementation Plan, filed on June 30, 2016, and revised on March 31, 2017. It focuses on energy efficiency programs and regulatory processes, though no detailed arguments or specific claims are presented in the provided text.

Preamble p. pp. 3-206
The following pages provide: - i) a brief background of the genesis of the Report and the stakeholder consultation process followed throughout the project's scoping, procurement and review stages; - ii) a summary of the Report's three main...

AI summary EfficiencyOne provides a report with three main recommendations, an implementation plan, and commits to ongoing updates. The report aims to enhance the process for setting incentives and requests the Nova Scotia Utility and Review Board to accept the report and plan.

1.1 Background p. p. 3
1.1 Background During the 2016-2018 DSM Resource Plan regulatory process, Intervenor discussion emerged on the appropriateness of EfficiencyOne's incentive levels for Efficiency Nova Scotia electricity efficiency programs. As a consequence...

AI summary The 2016-2018 DSM Resource Plan process involved scrutiny of EfficiencyOne's incentive levels for Nova Scotia electricity programs. The Board directed EfficiencyOne to develop a rigorous incentive methodology, leading to a Scope of Work and collaboration with CLEAResult. CLEAResult's analysis focused on North American practices, Nova Scotia's market, and program-specific applications. The process followed NSUARB Order M06733.

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. p. 3
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 2 EfficiencyOne shared a preliminary draft report with the DSMAG on April 11, 3 2016. This draft report provided CLEAResult's detailed research methodology, 4 but did not pr...

AI summary EfficiencyOne shared a preliminary draft report with the DSMAG in April 2016, which included CLEAResult's research methodology but no recommendations. Limited feedback was received, and stakeholders requested a more detailed report. A complete draft was shared in late April, leading to technical feedback and improvements. A final report was shared in June 2016, with comments requested by June 15.

4 Comments were received from the Affordable Energy Coalition and Nova Scotia Power Inc. by June 16 th , 2016. The Small Business Advocate provided comments on June 22 nd , 2016. p. pp. 3-6
4 Comments were received from the Affordable Energy Coalition and Nova Scotia Power Inc. by June 16 th , 2016. The Small Business Advocate provided comments on June 22 nd , 2016. 1 2. SUMMARY OF CLEARESULT'S RECOMMENDATIONS 2 3 CLEAResult'...

AI summary CLEAResult's findings indicate that EfficiencyOne's incentive setting methodology is well aligned with other jurisdictions and follows recommended principles. CLEAResult has proposed three main areas of improvement for EfficiencyOne, including updating assumptions for various technologies and supporting further technology research.

Section 9 p. p. 6
3334 TRM approach. The energy savings and cost effectiveness metrics of the measures provide several reference points for setting incentive levels.

AI summary The TRM approach utilizes energy savings and cost effectiveness metrics to determine appropriate incentive levels for various measures.

& lt;sup>5 CLEAResult, EfficiencyOne: Incentive Setting Methodology (June 30, 2016) [unpublished], at page 7 6 Ibid , at page 39. p. p. 6
& lt;sup>5 CLEAResult, EfficiencyOne: Incentive Setting Methodology (June 30, 2016) [unpublished], at page 7 6 Ibid , at page 39. 1 5 13 14 - c) Develop a consolidated calculator that can conduct the analysis that supports the incentive-le...

AI summary The text references a document by CLEAResult titled 'EfficiencyOne: Incentive Setting Methodology' and outlines the need to develop a consolidated calculator for analyzing incentive-level setting processes.

Ibid. p. pp. 6-9
Ibid. 1 3. EFFICIENCYONE'S IMPLEMENTATION PLAN 2 EfficiencyOne agrees with CLEAResult's three recommendations. 3 4 The five general principles CLEAResult suggests for incentive setting are: 5 1. Customer motivations and barriers for partic...

AI summary EfficiencyOne agrees with CLEAResult's recommendations and outlines a plan for implementing changes, including the development of an Incentive Setting Manual, market research, and a consolidated calculator for incentive setting, with a focus on transparency and compliance.

3.2.1 Recommendation 2 a) p. p. 10
3.2.1 Recommendation 2 a) EfficiencyOne is supportive of maintaining up-to-date customer and technology research for its energy efficiency measures, especially those with high levels of annual expenditure. EfficiencyOne is cognisant of the...

AI summary EfficiencyOne supports maintaining up-to-date customer and technology research for energy efficiency measures but acknowledges financial challenges. It plans to quantify impacts by Q3 2016, increase research frequency, and collaborate with experts. Due to budget constraints, only LED lamp market penetration research will be conducted in 2016.

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. pp. 10-11
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 EfficiencyOne commits to developing a market research plan for 2017-2018 2 within the 2016 calendar yearfirst quarter of 2017 to address CLEAResult's 3 recommendations. 4 5...

AI summary EfficiencyOne is developing a market research plan and an electronic Targeted Resource Management (TRM) tool as part of its incentive setting methodology filing. The TRM is expected to be completed by September 30, 2017, with a print version also planned for regulatory use. The company acknowledges the value of a consolidated calculator for incentive design.

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. p. 13
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary EfficiencyOne Inc. submits an incentive-setting methodology filing (E-ENS-R-16) for regulatory review in Nova Scotia. The filing outlines approaches for energy efficiency programs, involving the Utility and Review Board (UARB) and referencing the Technology Readiness Matrix (TRM).

5. CONCLUSION p. pp. 13-14
5. CONCLUSION EfficiencyOne is satisfied with the recommendations and conclusions presented by CLEAResult. The work of further optimizing EfficiencyOne's incentives is a work in progress, and to a degree will always remain so, due to the c...

AI summary EfficiencyOne is satisfied with CLEAResult's recommendations and conclusions. The company acknowledges that optimizing its incentive programs is an ongoing process, requiring continuous improvement. The report is seen as a valuable resource for enhancing incentive-setting practices.

Jurisdictional Scans p. p. 26
Jurisdictional Scans CLEAResult undertook jurisdictional scans of various provincial and state utilities and energy efficiency agencies to: - 1) identify the incentive level setting methodologies and best practices in other jurisdictions;...

AI summary CLEAResult conducted jurisdictional scans to identify incentive-setting methodologies and best practices in energy efficiency programs, focusing on geographical similarity, market maturity, and program delivery mechanisms. Research combined primary and secondary data to benchmark Nova Scotia's Energy Nova Scotia (ENS) program against other jurisdictions, revealing multiple criteria for incentive design.

Study of Nova Scotia's Market p. p. 26
Study of Nova Scotia's Market To tailor the final findings to Nova Scotia's market, efforts were taken to understand the current landscape of energy efficiency programming, from both the perspective of EfficiencyOne and other major stakeho...

AI summary The study examines Nova Scotia's energy efficiency programs, market landscape, electricity supply/demand, demographics, and regulatory structures to inform recommendations for incentive setting in ENS's programs. It considers perspectives from EfficiencyOne and other stakeholders, alongside secondary research and policy reviews.

Analysis and Recommendations p. p. 26
Analysis and Recommendations The final analysis included a review of the theoretical underpinnings of incentive setting methodologies and established a framework, informed by jurisdictional best practices, on which CLEAResult's recommendat...

AI summary The analysis evaluated incentive-setting methodologies for ENS programs, identifying gaps compared to recommended frameworks informed by best practices. Nova Scotia's market characteristics were integrated into the proposed methodologies, and an Excel tool was developed to aid EfficiencyOne in setting or modifying incentives.

Incentive Setting for Energy Efficiency Programs p. p. 26
Incentive Setting for Energy Efficiency Programs Energy conservation programs feature different types of incentives to attract participation. The underlying theory behind the design of energy conservation programs is that some energy effic...

AI summary Energy conservation programs use financial, convenience, and educational/technical assistance incentives to overcome barriers like cost, time, and lack of knowledge. Financial incentives are emphasized as a key component in jurisdictions studied, addressing cost barriers for residential and business customers.

MARKET TRANSFORMATION p. pp. 26-30
MARKET TRANSFORMATION The ACEEE defines market transformation as the "strategic process of intervening in a market to create lasting change in market behaviour by removing identified barriers or exploiting opportunities to accelerate the a...

AI summary The document defines market transformation as a strategic process to change market behavior through removing barriers to accelerate cost-effective energy efficiency. It references ACEEE's definition and a technology adoption curve, emphasizing the importance of incentives during the 'Chasm' and early majority periods. Program success depends on aligning incentive settings with technology maturity and market penetration.

INCENTIVE SETTING THEORY p. p. 30
INCENTIVE SETTING THEORY Incentive setting for energy efficiency programs is a form of price setting, with some unique characteristics. The discussed theory is based on CLEAResult's knowledge and experience with conducting program design a...

AI summary Incentive setting for energy efficiency programs involves price-setting with unique challenges, including limited compliance checks and risks from incorrect incentives. CLEAResult emphasizes the need for rigorous methods to address systemic risks in program administration, drawing on industry experience and discussions.

PARTICIPANT PERCEIVED VALUE p. p. 33
PARTICIPANT PERCEIVED VALUE The determination of the participant perceived value is an evaluation of factors from the participant's perspective. For energy efficiency programs, return on investment is based on two general considerations: c...

AI summary The evaluation of participant perceived value focuses on factors influencing participants' perspectives, particularly for energy efficiency programs. Key considerations include cost effectiveness and budget impact as determinants of return on investment.

Cost Effectiveness p. p. 33
Cost Effectiveness Cost effectiveness is usually determined using a benefit-cost analysis which explicitly or implicitly compares the cost of energy efficiency to other electricity or natural gas supply resources and may include other cons...

AI summary Cost effectiveness is evaluated through benefit-cost analysis, comparing energy efficiency costs to supply resources. Common tests include Total Resource Cost (TRC) and Program Administrator Cost (PAC), which explicitly assess cost-effectiveness.

Budget Impact p. p. 33
Budget Impact Program administrators are not only affected by cost effectiveness concerns when determining their return on investment. From CLEAResult's experience, in several jurisdictions, the program budget is usually the limiting facto...

AI summary The text emphasizes that program budgets, not just cost effectiveness, often limit expenditures in energy efficiency programs. While incentives may be cost-effective, they must align with budget constraints. Budget impact analysis should consider per-unit savings, per-participant costs, and total budget limits. ROI criteria set incentive ceilings but are often adjusted based on perceived value.

PERCEIVED VALUE p. p. 33
PERCEIVED VALUE For energy efficiency programs,participant perceived value leads to the motivation to participate. As discussed earlier, energy efficiency programs feature options that are not standard practice. Therefore, an incentive nee...

AI summary The text discusses how participant perceived value drives engagement in energy efficiency programs. It emphasizes the need for incentives aligned with customer motivations, considering factors like upfront costs, annual bill savings, and paybacks. Financial considerations are a starting point, though customers may weigh non-financial factors as well.

Scenario General Description p. p. 33
Table 2: Incremental Equipment Cost Scenarios Scenario General Description A customer may decide to make a new purchase for a technology or service. There is not a current technology or service in use. For example, if a customer purchases...

AI summary The table outlines scenarios for incremental equipment costs, focusing on situations where a customer makes a new purchase or installation. It explains how the standard technology is determined, often based on market popularity or the absence of existing technology, such as in the case of insulation upgrades.

Broader Considerations as Related to Participant Perceived Value p. p. 39
Broader Considerations as Related to Participant Perceived Value In the real world, determining participant perceived value during price-setting should not be thought of as a precise science. that is only based on financial quantification....

AI summary The text emphasizes that participant perceived value in energy efficiency programs involves non-quantifiable factors beyond financial metrics. It highlights the need for structured activities and processes to evaluate both financial and broader considerations when setting incentives.

Cost Effectiveness Test General Description and Features p. p. 39
Table 4: Cost Effectiveness Tests and Relationship to Incentive Setting from a Return on Investment Perspective Cost Effectiveness Test General Description and Features Implication for Incentive Setting The program administration costs and...

AI summary This table outlines cost-effectiveness tests used in evaluating energy efficiency programs, focusing on the Total Resource Cost (TRC) and Program Administrator Cost (PAC). It describes how these metrics are calculated and their implications for setting incentives, including the use of NPV and assumptions about savings persistence and useful life.

The Role of Financing p. p. 47
The Role of Financing If upfront costs are an issue, but not monthly or annual cash flows, the provision of low-interest or zero-interest financing may be valued by customers, either as a stand-alone incentive, or in combination with an up...

AI summary The text discusses financing options for energy efficiency programs, noting that low-interest or zero-interest financing can address upfront cost barriers for customers with high PC test ratios and acceptable payback periods. However, CLEAResult emphasizes that customers typically prefer upfront incentives over financing when mutually exclusive.

Incentive Setting Component Factors that can Place Upwards Pressure on Incentive Rates p. pp. 47-48
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 document outlines factors that can influence incentive rates in energy efficiency programs. It discusses how budget impact, customer and technology research, supply chain considerations, benchmarking, and program evaluations can affect the setting of incentive levels.

BEST-IN-CLASS p. pp. 48-51
BEST-IN-CLASS In Canada, Ontario and British Columbia have the largest energy efficiency budgets and the longest history of designing and delivering energy conservation programs. They are also usually considered the leading provinces for p...

AI summary Ontario and British Columbia lead Canada in energy efficiency budgets and program history. The ACEEE 2015 scorecard ranks U.S. jurisdictions (except Maine) in the top ten, highlighting their long-term Energy Efficiency Resource Standards (EERS) as a commitment to sustainable energy.

SIZE, STRUCTURE AND CLIMATE p. p. 51
SIZE, STRUCTURE AND CLIMATE Vermont, Maine and National Grid in Massachusetts all serve a similar population to ENS's programs. In terms of budget magnitudes, stock and sales data, and electricity savings targets, their similarity in size...

AI summary The document compares ENS's programs with jurisdictions like Vermont, Maine, and National Grid, highlighting similar population sizes and structures. It contrasts ENS with diverse systems like BC Hydro and IESO to analyze incentive environments. Union Gas is included for natural gas insights, while Maine/Vermont/Massachusetts are selected for climate similarity to Nova Scotia, ensuring comparable HVAC and building technologies.

p. pp. 52-55
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.

BUSINESS, NOT-FOR PROFIT AND INSTITUTIONAL SECTOR p. p. 58
BUSINESS, NOT-FOR PROFIT AND INSTITUTIONAL SECTOR The commercial sector accounts for businesses, not-for-profits and institutional customers. In Nova Scotia, there are 37,679 accounts that are represented by the Small Business Advocate. Th...

AI summary The commercial sector in Nova Scotia includes 37,679 accounts across three rate classes, with 24,109 small business accounts. Eligibility for energy programs requires annual consumption under 350,000 kWh. Lighting uses 60% of energy, dominated by fluorescent T12 lamps. Cooling systems have 60% penetration, while heating relies on electric baseboard. Opportunities exist for LED adoption and lighting controls.

Efficiency Nova Scotia – Policy, Performance and Programs p. p. 58
Efficiency Nova Scotia – Policy, Performance and Programs Efficiency Nova Scotia Corporation (ENSC) commenced operations in 2010 after the enactment of the Efficiency Nova Scotia Corporation Act in 2009. Revisions to the Public Utilities A...

AI summary Efficiency Nova Scotia Corporation (ENSC) was established in 2010 under the Efficiency Nova Scotia Corporation Act . Structural changes from the Electricity Efficiency and Conservation Restructuring (2014) Act led to ENSC ceasing operations on January 1, 2015, replaced by the ENS franchise awarded to EfficiencyOne, a not-for-profit incorporated under the Canada Not-for-profit Corporations Act .

Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit p. pp. 58-61
Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit and Institutional Demand Reduction (MW) Fully Allocated Residential Expenditure ($ mi...

AI summary The tables provide historical data on energy savings and expenditures for residential and business sectors in Nova Scotia from 2010 to 2014. The data show energy savings, demand reduction, and expenditures for Efficiency Nova Scotia (ENS). The text notes that ENS performance is comparable to other jurisdictions in terms of energy efficiency targets and spending.

EFFICIENCY GOALS p. p. 61
EFFICIENCY GOALS As per the Electricity Efficiency and Conservation Restructuring (2014) Act , ―Nova Scotia Power Incorporated shall undertake cost-effective electricity efficiency and conservation activities that are reasonably available...

AI summary The Electricity Efficiency and Conservation Restructuring (2014) Act mandates Nova Scotia Power Incorporated to implement cost-effective electricity efficiency and conservation activities aimed at reducing customer costs.

POLICY CONSIDERATIONS p. p. 61
POLICY CONSIDERATIONS

AI summary The 'Policy Considerations' section is under review, with no detailed content provided in the text. Key entities and acronyms related to Nova Scotia's energy regulatory framework are listed, but no specific arguments or cross-references are mentioned.

COST EFFECTIVENESS AND AVOIDED COSTS p. p. 62
se of this, measures and projects that pass the TRC and PAC are only able to claim the benefit of avoided energy costs until 2020. After 2020, they can claim both avoided energy and capacity benefits. This can be a challenge since momentum...

AI summary The document discusses challenges in energy efficiency programs, noting that measures passing TRC and PAC can only claim avoided energy costs until 2020, after which capacity benefits apply. Adjusting programs for annual avoided cost variations is difficult, though Oregon aligns policy with cost-effectiveness. ENS is exploring local avoided costs and discount/premium zones for incentives.

Program Name Program Offer and Incentive Structure p. pp. 62-66
Table 151115 : ENS Program Overview Program Name Program Offer and Incentive Structure Type of Program (for CE modelling purposes) Residential Profile An online assessment tool is provided for customers to enter information about their hom...

AI summary The table outlines two ENS programs: the Residential Profile, which provides free online energy assessments without incentives, and the Instant Savings program, offering immediate discounts on energy-efficient products for residential customers.

The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs. p. p. 66
The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs. Program Identified Barriers Incentive Strategy Instant Savings 1) Residential customers worry about upfront...

AI summary The table outlines barriers and incentive strategies for the 'Instant Savings' program. Key barriers include upfront costs, complexity of applications, and varying retailer awareness. Incentive strategies include point-of-sale discounts, delivery agents for compliance, and campaigns to improve customer and retailer engagement.

CUSTOMER MOTIVATIONS AND BARRIERS p. p. 67
CUSTOMER MOTIVATIONS AND BARRIERS As discussed, understanding customer motivations and barriers to participation are important. A key component of the customer research is understanding how customers view costs associated with the efficien...

AI summary The document discusses the importance of understanding customer motivations and barriers to participation in energy efficiency programs. It highlights the use of price sensitivity research and conjoint analysis for incentive setting and program design, noting that these methods are typically reserved for high-value incentive expenditures exceeding $400,000 annually.

Price Sensitivity Research p. pp. 67-70
Price Sensitivity Research Price sensitivity is usually defined as the affect the price for a product or service has on the consumers' motivation to purchase it. For incentive setting in energy efficiency and conservation programs, it is i...

AI summary Price sensitivity in energy efficiency programs involves understanding consumer behavior to set effective incentives. The text highlights the use of Van Westendorp's Price Sensitivity Meter, noting the challenges of heterogeneous consumer groups and the value of research in approximating optimal pricing. It emphasizes the importance of protecting ratepayer interests while encouraging participation.

Conjoint Analysis p. pp. 70-71
Conjoint Analysis Conjoint analysis can be used to evaluate how individual attributes contribute to consumers' value of a product or service. With many efficiency programs and incentive offers, there can be multiple benefits to the consume...

AI summary Conjoint analysis is a method used to evaluate how individual attributes contribute to consumer value, particularly in efficiency programs and incentive offers. It involves asking consumers to make trade-offs between different benefits, such as financial, educational, and convenience factors. CLEAResult recommends using this method for incentive expenditures over $400,000 annually over multiple years, and EfficiencyOne is advised to leverage existing research for future incentive level setting.

GENERAL PORTFOLIO SUMMARY FOR CURRENT AND RECOMMENDED ACTIVITIES p. p. 75
Understand Customer Motivation and Barriers for Participation Currently, EfficiencyOne uses four different methods to understand customer motivation and barriers to participation: 1. Market research to assess customer awareness of programs...

AI summary EfficiencyOne uses four methods to understand customer motivation and barriers to participation in energy efficiency programs, including market research, annual surveys, active program management, and specialized research. Recommendations include continuing current activities, introducing annual surveys on key technologies, and conducting price sensitivity analyses if large incentive expenditures are anticipated.

25 Our Electricity Future: Nova Scotia's Energy Plan 2015-2020, Nova Scotia Department of Energy, Available: p. p. 75
25 Our Electricity Future: Nova Scotia's Energy Plan 2015-2020, Nova Scotia Department of Energy, Available: General Principle Current Activities Recommended Activities

AI summary The document presents Nova Scotia's Energy Plan 2015-2020, outlining general principles, current activities, and recommended activities to guide the province's electricity future. It emphasizes energy efficiency, renewable energy, and modernization of the electricity system.

FORMAL & DOCUMENTED INCENTIVE SETTING PROCESS p. p. 79
FORMAL & DOCUMENTED INCENTIVE SETTING PROCESS It is recommended that ENS use a formal and documented incentive setting process for all incentive setting exercises. This does not necessarily mean that every step of the process needs to be f...

AI summary The document recommends that Efficiency Nova Scotia (ENS) adopt a formal, documented incentive-setting process for all exercises, with three potential processes outlined. It emphasizes documenting justifications for process steps and considering existing market incentives in customer, technology, and financial analyses to address barriers and attribution issues.

For the Instant Savings Program, CLEAResult has the following recommendations: p. p. 84
For the Instant Savings Program, CLEAResult has the following recommendations: General Principle Current Activities Recommended Activities

AI summary CLEAResult provides recommendations for the Instant Savings Program, focusing on general principles, current activities, and recommended activities. The table outlines areas for improvement and potential changes to enhance the program's effectiveness.

For the Custom Program, CLEAResult has the following recommendations: p. p. 87
Understand Customer Motivation and Barriers for Participation For the Custom Program, EfficiencyOne gains an understanding of customer motivations and barriers through: 1. Market Research; 2. Ongoing Program Management; 3. Program Benchmar...

AI summary EfficiencyOne conducted market research to understand customer motivations and barriers for participation in the Custom Program. The research found that financial incentives were not effective in driving participation, and educational incentives combined with access to financial support were more valuable. Ongoing program management is also emphasized for improving participation.

Program Evaluation p. p. 87
Program Evaluation Through the annual program evaluation process, participant surveys are conducted to determine free ridership and spillover savings . For the Custom Program, EfficiencyOne gains an understanding of technology savings, pri...

AI summary The document discusses the evaluation of energy efficiency programs, emphasizing the collection of energy savings and cost data through feasibility studies and project applications. It highlights the importance of understanding market penetration, engaging the supply chain, and setting incentive thresholds based on energy savings persistence.

For the Business Energy Rebates program, CLEAResult has the following recommendations: p. p. 93
who access the downstream application process. Through these efforts, as well as the need for project invoices to be submitted, reference points are provided for what is acceptable in terms of an incentive, when understanding customer moti...

AI summary The document discusses the Business Energy Rebates program managed by CLEAResult, highlighting the design of incentives based on a similar program from Efficiency Vermont, with adjustments for local product pricing. It also mentions the importance of project invoices and understanding customer motivations and barriers.

For the Home Energy Assessment program, CLEAResult has the following recommendations: p. p. 97
For the Home Energy Assessment program, CLEAResult has the following recommendations: General Principle Current Activities Recommended Activities

AI summary CLEAResult provides recommendations for the Home Energy Assessment program, focusing on improving energy efficiency and customer engagement. The recommendations include enhancing program design, increasing outreach, and improving data collection and analysis methods.

Once these parameters are selected, a set of considerations are provided that should be used in the incentive setting process. p. pp. 100-103
Once these parameters are selected, a set of considerations are provided that should be used in the incentive setting process. Excel-Based Tool for Consideration Prote _ Select the Sector: Residential Select the Program Delivery Channel: R...

AI summary The text discusses an Excel-based tool for reviewing incentive levels for prescriptive LED measures in residential and business sectors, emphasizing the need for bi-annual reviews or more frequent assessments, regardless of financial impact.

Program Financial Simulation Analysis p. p. 103
Program Financial Simulation Analysis

AI summary The document outlines a Program Financial Simulation Analysis, referencing Nova Scotia regulatory proceedings and energy efficiency initiatives. Key entities include regulatory bodies, energy efficiency programs, and technical methodologies for evaluating program costs and benefits.

Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Pr p. pp. 105-106
Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Price – Current Incentive) Estimated 2016 PME Cost to Consumer Less than PME? Current Incentive as % of Retail Price ENERG...

AI summary The table outlines the cost to customer incentives for various energy efficiency measures, comparing 2014 and estimated 2016 retail prices, PMI, and PME. The analysis indicates that most incentives are suitable, with exceptions for the dimmer switch and motion sensor with dimmer switch, where the customer cost exceeds the PME by ≤2%.

Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Leve p. pp. 108-109
Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Level Threshold (including Program Administration Costs) ENERGY STAR® LED A Lamp 506.49 Y...

AI summary The table presents the Program Administrator Cost (PAC) of current incentive levels for various energy efficiency measures, including items like LED lamps and motion sensors. All measures have a PAC that exceeds the cost effectiveness incentive level threshold, indicating that the incentives are cost-effective.

Comparison of Current Incentive to Incentive Level Thresholds p. pp. 109-110
Comparison of Current Incentive to Incentive Level Thresholds Measure Current Incentive Cost to Customer Threshold Exceeded? Program Budget Threshold Exceeded? Cost Effectiveness Threshold Exceeded? ENERGY STAR® LED A Lamp $3.00 No No No E...

AI summary The table compares current incentive levels for various energy efficiency measures against cost-to-customer, program budget, and cost-effectiveness thresholds. It proposes maintaining current incentives for most measures but suggests further analysis for programmable thermostats, heavy-duty timers, and outdoor clotheslines.

CUSTOM PROGRAM FINANCIAL SIMULATION p. p. 110
CUSTOM PROGRAM FINANCIAL SIMULATION For the Custom Program Retrofit track, the program financial simulation analysis included the following steps: - 1. Identify the average project parameters for the analysis; - 2. Determine an appropriate...

AI summary The Custom Program Retrofit track's financial simulation analysis involves five steps: identifying project parameters, determining thresholds for customer incentives, program budget, cost effectiveness, and comparing current incentives to these thresholds to assess if changes are needed.

Identification of Parameters for Average Custom Retrofit Project p. p. 110
Identification of Parameters for Average Custom Retrofit Project The parameters for an average Custom Retrofit project were provided by EfficiencyOne. To provide multiple options for modelling, three different measure archetypes were selec...

AI summary EfficiencyOne provided parameters for an average Custom Retrofit project, using three measure archetypes with varying energy savings persistence. CLEAResult can only comment on average project incentives, not specific ones, as the archetypes are used for modelling purposes.

Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Sav p. pp. 110-111
Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Savings per Project (MWh) Average Net Peak Demand Savings per Project (kW) Energy Savings Persistence Average...

AI summary The table presents data on energy savings and incentives for the Custom Project Retrofit Track, including average gross and net energy savings, peak demand savings, energy savings persistence, and average project incentives. The data shows consistent values across different incentive level thresholds.

Measure Project Cost ($) Simple Project Payback Cost to Customer Threshold p. p. 111
Measure Project Cost ($) Simple Project Payback Cost to Customer Threshold Custom Project Retrofit Track $96,424 4 years 25% 50% 2 years Table 322832: Cost to Customer Incentive Level Threshold for Average Project in Custom Retrofit The co...

AI summary Table 322832 outlines the cost to customer incentive level threshold for an average project in a custom retrofit. It indicates that neither the project cost nor the simple payback period breaches the threshold, suggesting that the project is within acceptable limits for customer cost incentives.

ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 118
ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY Conservation programs being delivered provincially though the IESO (formerly the OPA) started in 2006, through the delivery of third tranche programs by specific LDC...

AI summary Ontario's provincial energy efficiency programs, managed by the IESO (formerly OPA) and LDCs, began in 2006 with third-tranche initiatives. Province-wide programs launched in 2007 included instant rebates, appliance retirement, and business incentives through partnerships like ERIP, BOMA, and MEER.

ONTARIO - ENERGY EFFICIENCY PROGRAMMING p. p. 120
ONTARIO - ENERGY EFFICIENCY PROGRAMMING

AI summary The document outlines Ontario's energy efficiency programming, referencing regulatory bodies, efficiency initiatives, and related acronyms. It highlights organizations, programs, and methodologies involved in energy efficiency regulation and implementation.

Previous Results (Savings, Expenditure, Cost Effectiveness) p. p. 120
Previous Results (Savings, Expenditure, Cost Effectiveness) Before the current Conservation First Framework (CFF, 2015-2020), Ontario's previous cycle for efficiency programs was from 2011-2014. The following results are summarized for tha...

AI summary This section provides an overview of previous results from Ontario's efficiency programs during the 2011-2014 cycle, preceding the Conservation First Framework (2015-2020).

Program Net Savings (GWh) Expenditure p. p. 120
Program Net Savings (GWh) Expenditure Appliance Retirement 58 Not available Retailer Coupons 280 Not available Heating & Cooling Incentive 174 Not available Home Assistance Program 55 Not available Other Residential Programs 5 Not availabl...

AI summary The document presents a table of energy conservation programs with their associated net savings and expenditures, highlighting the performance of various residential, commercial, and industrial initiatives between 2011 and 2014. It also includes data on TRC and PAC for different program categories.

ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 120
ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Currently, the conservation programs in Ontario cover the residential, low income, small business, commercial and industrial, and large industrial sectors. The programs cover financ...

AI summary Ontario's conservation programs serve residential, low-income, small business, commercial, and industrial sectors through incentives, coaching, and training. Rigorous five-year evaluations have raised energy efficiency baselines, with T8 lighting now standard. A new pay-for-performance framework for LDC funding marks a first in North America.

Program Name Program Area Program Measures p. p. 120
APPENDIX A-2: ONTARIO GAS (UNION GAS) Program Name Program Area Program Measures Links since the program, pilot and barriers analysis determined that biggest barrier to appliance retirement was lack of convenience. The program ended in 201...

AI summary The Ontario Gas (Union Gas) program focused on appliance retirement and energy efficiency, targeting the removal of inefficient units and offering rebates for high-efficiency furnaces and air conditioners. The program ended in 2015 after successfully retiring most pre-1994 units.

MARKET STRUCTURE OVERVIEW p. pp. 128-204
MARKET STRUCTURE OVERVIEW DSM is a core part of the conservation first policy in Ontario as per the 2013 Long-Term Energy Plan. In 2014, the Minister of Energy issued a directive to the Ontario Energy Board (OEB) for the development of a n...

AI summary Demand Side Management (DSM) is central to Ontario's conservation-first policy, guided by the 2013 Long-Term Energy Plan. The Ontario Energy Board (OEB) developed a DSM framework in 2014 to reduce natural gas consumption, align with electricity conservation efforts, and ensure cost-effective programs. Utilities like Union Gas and Enbridge submit proposals for OEB approval, with mid-term reviews in 2018 and ongoing evaluation by the OEB starting in 2016.

Figure 232223: Union Gas Targets & Performance Metrics [44](#page-130-0) p. p. 130

AI summary Figure 242324 outlines Union Gas's targets and budgets, likely related to energy efficiency programs and regulatory oversight. The context includes acronyms for regulatory bodies, energy efficiency initiatives, and technical terms used in utility planning and cost analysis.

2. Technical Reference Manuals p. p. 130
2. Technical Reference Manuals The Technical Evaluation Committee approve/deny measures for TRMs which are used for savings and assumptions and enables Union Gas to include solutions in programs. Measures with large savings potential can w...

AI summary The Technical Evaluation Committee approves or denies measures for Technical Reference Manuals (TRMs), which inform savings assumptions and enable Union Gas to include solutions in programs. Measures with significant savings potential may receive higher incentive levels.

EXISTING MAIN PROGRAMS – UNION GAS [44](#page-130-1) p. p. 130
EXISTING MAIN PROGRAMS – UNION GAS [44](#page-130-1) Program Area Program Name Description Incentives Links Resource Acquisition C&I Prescriptive Program provides customers rebates for a list of recommended efficient technologies and equip...

AI summary Union Gas offers two main 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.

LOAD AND CONSUMPTION INFORMATION p. p. 130
LOAD AND CONSUMPTION INFORMATION Peak Demand (2017 Forecast): 11,681 MW Consumption (2017 Forecast): 63,238 GWh o Residential: 19,761 GWh (31%) o Commercial: 17,815 GWh (28%) o Industrial: 19,016 GWh (30%)

AI summary The document provides load and consumption information for 2017, forecasting peak demand at 11,681 MW and total consumption at 63,238 GWh. Residential, commercial, and industrial consumption percentages are also outlined as 31%, 28%, and 30%, respectively.

- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) p. p. 143
- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) Benefits Costs Lighting Program Renovation Rebate Program55 Residential New Home Program This program motivates residentia...

AI summary The text discusses energy efficiency programs aimed at encouraging residential customers to adopt energy-efficient practices, including lighting programs, home renovations, and new home construction. These programs offer incentives to reduce energy consumption and improve efficiency, with specific focus on electrically heated homes and townhouses.

Program Type Programs Details p. p. 143
APPENDIX A-4: CALIFORNIA (PG&E) Program Type Programs Details achievements High Performance Building The objective of this program is to acquire energy savings by reducing the energy intensity of new commercial buildings through more effic...

AI summary This section describes a program aimed at reducing energy intensity in new commercial buildings through efficient design and construction. It includes initiatives such as co-funding energy studies and providing incentives for energy-efficient lighting and HVAC systems.

BACKGROUND p. pp. 143-153
BACKGROUND Efficiency Nova Scotia has contracted CLEAResult to conduct energy conservation and energy efficiency program incentive research. The project covers the following areas: - Identification of best practices for incentive rate sett...

AI summary Efficiency Nova Scotia contracted CLEAResult to research best practices for energy program incentives, aiming to optimize conservation efforts. The project involves interviews with jurisdictional contacts and submission of findings to Nova Scotia's Utility and Review Board (UARB) for regulatory review.

Cost Effectiveness Testing p. p. 148
Cost Effectiveness Testing As detailed in D.14-10-046 8 , the CPUC has interpreted its mandate to deliver cost-effective energy efficiency and conservation programs as meaning that all energy efficiency portfolios of delivery agents should...

AI summary The CPUC mandates cost-effective energy efficiency programs using Total Resource Cost (TRC) and Program Administration Cost (PAC) tests. California's Standard Practice Manual guides evaluation, with TRC measuring societal net benefits and PAC focusing on program administrator costs. The DEER database and E3's model are used for testing.

Avoided Costs p. p. 148
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 text discusses avoided costs in California, including components such as generation energy, generation capacity, and environmental benefits. It also mentions natural gas avoided costs and notes that the avoided cost model was last updated in 2011.

PACIFIC GAS & ELECTRIC (PG&E) – UTILITY OVERVIEW p. p. 148
PACIFIC GAS & ELECTRIC (PG&E) – UTILITY OVERVIEW

AI summary The document provides an overview of Pacific Gas and Electric (PG&E) as part of a Nova Scotia regulatory proceeding, though no detailed content is included beyond the heading. Contextual acronyms and entities are listed for reference.

- 4.4 million natural gas customer accounts p. p. 148
- 4.4 million natural gas customer accounts h Quarter and full year, 2015 vs. 2014 Three Months Ended December 31, Twelve Months Ended December · 2015 2014 2015 2014 Sales from Energy Deliveries (in millions kWh) 21,015 20,944 85,860 86,30...

AI summary The text presents data comparing natural gas and electricity sales, customer accounts, and energy sources for 2015 and 2014. It includes figures on sales, customer numbers, and energy generation and purchase for PG&E.

PG&E - ENERGY EFFICIENCY PROGRAMMING p. p. 151
PG&E - ENERGY EFFICIENCY PROGRAMMING PG&E has been delivering energy efficiency programs to its customers since 1976 having kept more than 168 million metric of CO 2 out of the atmosphere based on cumulative lifecycle gross energy savings....

AI summary PG&E has implemented energy efficiency programs since 1976, resulting in over 168 million metric tons of CO2 reduction through cumulative lifecycle gross energy savings, as cited in footnote 13.

Savings p. pp. 151-153
Savings PG&E's programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2013-2015 period, PG&E managed to achieve between 110-143 percent of annual g...

AI summary PG&E's energy efficiency programs exceeded their 2013-2015 savings goals, achieving 110-143% of annual gross energy savings and 130-164% of demand goals. The document references tables and external data sources to support these claims.

All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. p. p. 153
All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. PG&E 2013-2015 Incentive-to-Administrative Spendin...

AI summary The text outlines requirements for California PAs to deliver energy efficiency portfolios with TRC and PAC greater than 1, and provides PG&E's historical cost effectiveness data for its 2013 and 2014 program portfolio, showing TRC and PAC values.

INCENTIVE LEVEL SETTING METHODOLOGY p. pp. 153-218
INCENTIVE LEVEL SETTING METHODOLOGY PG&E's Energy Efficiency Products organization was formed approximately six years ago in part to standardize and streamline the measures developed and marketed through PG&E's breadth of energy efficiency...

AI summary PG&E's Energy Efficiency Products organization standardizes energy efficiency measures and evaluates new technologies using a structured process (SPARC) to set appropriate incentive levels. The process involves the E3 Cost Effectiveness model and ensures alignment with market trends while maintaining portfolio-level cost effectiveness. The California Public Utilities Commission (PUC) focuses on overall program cost effectiveness, including incentives and non-incentive costs.

APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON) p. p. 153
APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON)

AI summary Appendix A-5 discusses energy efficiency initiatives in Oregon and Washington, focusing on the Energy Trust of Oregon. It outlines regulatory considerations, program structures, and evaluation methodologies relevant to demand-side management and energy efficiency resource standards.

Section 486 p. p. 153
The Energy Trust of Oregon serves four utilities which cover two states: - Portland General Electric (PGE), Oregon Electricity - Pacific Power, Oregon Electricity - NW Natural, Oregon & Washington Gas - Cascade Natural Gas, Oregon– Gas The...

AI summary The Energy Trust of Oregon serves four utilities across Oregon and Washington, including Portland General Electric, Pacific Power, NW Natural, and Cascade Natural Gas. It is regulated by the Oregon Public Utilities Commission and the Washington Utilities and Transportation Commission. Cascade Natural Gas and NW Natural also manage energy efficiency programs outside of Oregon.

History p. p. 161
History In 1999, Oregon lawmakers and citizens envisioned a future with Oregon homes and businesses powered by clean, affordable energy. They established stable, consistent funding to help Oregonians invest in energy efficiency and renewab...

AI summary In 1999, Oregon lawmakers and citizens established Energy Trust of Oregon to promote clean, affordable energy through energy efficiency and renewables. The Energy Trust, operational since 2002 under the Oregon Public Utilities Commission, funds programs supported by customers of four utilities across two states.

Energy Trust of Oregon Funding p. p. 161
Energy Trust of Oregon Funding Through state legislation, tariffs and other requirements, Energy Trust is funded by customers of Portland General Electric, Pacific Power, NW Natural and Cascade Natural Gas. Customers of all four utilities...

AI summary Energy Trust of Oregon is funded by customer charges from Portland General Electric, Pacific Power, NW Natural, and Cascade Natural Gas. Established by a 1999 law, it supports energy efficiency and renewables. SB 838 (2007) expanded funding, enabling increased savings from 27 to 58 average megawatts (2009–2013) and doubling expenditures from $63M to $117M. Programs include K-12 schools, low-income housing, and gas conservation.

Northwest Power Plan 11 p. p. 161
Northwest Power Plan 11 The Northwest Power & Conservation Council represents the regional power planning efforts of Idaho, Washington, Oregon and Montana. The Northwest Power Act requires that the Council produce a 20-year Power Plan each...

AI summary The Northwest Power & Conservation Council, under the Northwest Power Act, produces a 20-year Power Plan every five years. The 2016 Plan highlights energy efficiency as the least-cost resource, avoiding fuel price volatility and carbon risks, and meeting future capacity needs. The Council prioritizes cost-effective energy efficiency to balance ratepayer costs with capacity requirements.

12 p. p. 161
12 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 text presents data on electricity and natural gas savings across different periods and introduces a section on incentive-to-administration expense ratios, indicating a focus on cost efficiency in energy programs.

Benefits (Avoided Costs) p. p. 165
Benefits (Avoided Costs) In the societal test, the Energy Trust will include the following benefits: - 1. The value of the electrical and/or gas energy saved based on the avoided cost forecasts of the utilities whose customers are served b...

AI summary The Energy Trust includes benefits like avoided energy costs, non-energy benefits using proxies, line losses, and gas capacity improvements in its societal test. Regulatory bodies like PUC and OPUC approve these methods, with a 10% credit for energy efficiency under the Northwest Power Act. Environmental benefits, such as reduced carbon emissions, are also considered.

Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 p. p. 165
Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 Program Utility Cost Test Benefit Cost Ratio Societal (Total Resource Cost) Test Benefit Cost Ratio New Ho...

AI summary The document presents cost effectiveness results for various energy efficiency programs from the Energy Trust's 2014 Annual Report, including benefit-cost ratios from both the Utility Cost Test and the Societal (Total Resource Cost) Test.

COST EFFECTIVENESS – NATURAL GAS p. p. 165
COST EFFECTIVENESS – NATURAL GAS The current market condition for natural gas prices (i.e., low price environment) has caused the Energy Trust and PUCs to reexamine gas measures over the last few years. The Energy Trust has been able to ca...

AI summary The Energy Trust and PUCs reevaluate natural gas measures due to low prices, referencing Order 94-950. Guidelines require a TRC ≥1.0 for gas efficiency portfolios, with exceptions for TRC 0.5-0.9 and removal for TRC <0.5. This approach maintains program infrastructure and market momentum until gas prices rise.

APPENDIX A-6: NEW YORK (CONSOLIDATED EDISON) p. p. 171
APPENDIX A-6: NEW YORK (CONSOLIDATED EDISON)

AI summary This appendix references New York's Consolidated Edison, focusing on regulatory proceedings related to energy efficiency and demand-side management. It includes acronyms and entities relevant to utility regulation, energy programs, and evaluation methodologies.

PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 p. p. 173
PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 In the 1980s to 1990s, New York State electric utilities operated large scale energy efficiency programs. The annual spending on these programs was $286 million at its peak in 1992. Total uti...

AI summary In the 1980s to 1990s, New York State electric utilities operated large-scale energy efficiency programs, spending up to $286 million annually and achieving 5,744 GWh of energy savings. The SBC was established in 1996 with NYSERDA as the administrator, leading to a reduction in utility energy efficiency programs.

Figure 424142: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 p. p. 173
Figure 424142: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 Year Cumulative An Cumulative Annual Reductions Cumulative Peak Curtailable Demand Reductions Annu al Spending Electric (GWh) Other (MMBtu) (MW) (MW)...

AI summary The figure presents data on energy savings and program costs for NYSERDA efficiency programs from 1998 to 2009. It includes cumulative energy savings, peak curtailable demand reductions, and annual spending for various utility programs, highlighting the scale and impact of these initiatives over time.

CURRENT CYCLE p. pp. 173-205
CURRENT CYCLE The State of New York's target for electricity use reduction is 15 percent for the 2008-2015 period with similar targets for gas. This target is part of the EEPS divided in two phases. Phase 1 is from 2009-2011 and Phase 2 is...

AI summary The State of New York set a 15% electricity use reduction target for 2008-2015 under the Energy Efficiency Portfolio Standard (EEPS), divided into two phases (2009-2011 and 2012-2015). Similar gas reduction targets were established, referencing the New York State Energy Plan document from August 2007.

2010 $2.046.E99 p. p. 177
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.

Estimating Energy Savings p. p. 177
Estimating Energy Savings The Commission approves a series of technical manuals to provide a standard measure-specific approach to estimate the energy and demand savings.

AI summary The Commission approves technical manuals to standardize energy and demand savings estimation methods, ensuring a consistent approach for measuring efficiency outcomes.

Program Analysis p. p. 177
Program Analysis Initiatives Target Market Incentive Setting Methodology Residential Electric Rebate (Electric) Residential customers looking to upgrade HVAC, water heater, or install programmable thermostats. Rebate for HVAC systems, elec...

AI summary The document outlines three residential energy efficiency programs offered by Con Edison, including rebates for HVAC systems, water heaters, programmable thermostats, and appliances like freezers, refrigerators, and air conditioning units. Incentive amounts vary based on efficiency and program type.

New York Public Service Commission p. p. 177
New York Public Service Commission The New York Public Service Commission regulates and oversees the electric, gas, water and telecommunication industries, as part of the Department of Public Service. In 2015, the Public Service Commission...

AI summary The New York Public Service Commission oversees energy and utility sectors, implementing the 2015 Reforming Energy Vision (REV) strategy to boost energy efficiency, renewable energy, distributed energy resources, and customer empowerment. The Commission also reviews and approves NYSERDA's energy conservation program plans and budgets.

Sources of Funding p. p. 177
Sources of Funding The Systems Benefit Charge (SBC) is the primary source of NYSERDA s funding for energy conservation programs. It was established on May 20, 1996. The funds collected from the SBC are allocated towards energy efficiency p...

AI summary The Systems Benefit Charge (SBC) is the primary funding source for NYSERDA's energy conservation programs, established in 1996 and extended in 2016. Funds support energy efficiency, research, and low-income programs, with EEPS replaced by the Clean Energy Fund (CEF). Other sources include RGGI, focused on carbon abatement, and RPS, a legislative mandate for renewable energy, funded by the Public Service Commission.

NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 177
NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY

AI summary The document outlines NYSERDA's Energy Efficiency Program Incentive and Cost Effectiveness Policy, focusing on evaluating energy efficiency initiatives through cost-effectiveness criteria, program administration, and technical reference methodologies.

Cost Effectiveness Testing p. p. 177
Cost Effectiveness Testing Under the EEPS, NYSEDRA was required to conduct cost effectiveness testing at the project level. The TRC is used as the cost effectiveness test. Prior to the implementation of the EEPS, the TRC was applied at the...

AI summary Under the Energy Efficiency Portfolio Standard (EEPS), NYSEDRA was required to apply the Total Resource Cost (TRC) method at the project level. Previously, under the Clean Energy Fund (CEF), TRC was applied at the program level, and this will continue post-EEPS implementation.

Avoided Costs p. p. 177
Avoided Costs The benefits calculated in the TRC are the avoided supply costs. For NYSERDA, the avoided supply costs include the reduction in costs of electric energy, natural gas, generation and transmission, and distribution capacity, va...

AI summary The TRC (Total Resource Cost) includes avoided supply costs calculated by NYSERDA, encompassing reductions in electric energy, natural gas, generation, transmission, and distribution capacity costs. These costs are valued at marginal cost during load reduction periods and are provided by the NY-ISO.

ENERGY EFFICIENCY PROGRAMMING p. p. 177
ENERGY EFFICIENCY PROGRAMMING Energy efficiency programs are typically set on three year funding cycles, approved by the Public Services Commission. Programs cover both the residential and commercial sectors, and cover various fuel types....

AI summary Energy efficiency programs in Nova Scotia are set on three-year funding cycles, approved by the Public Services Commission. They cover residential and commercial sectors, with the provided numbers focusing solely on electricity conservation programs.

APPENDIX A-8: VERMONT (EFFICIENCY VERMONT) p. p. 177
APPENDIX A-8: VERMONT (EFFICIENCY VERMONT)

AI summary Appendix A-8 discusses Vermont's Efficiency Vermont program, focusing on energy efficiency initiatives and regulatory proceedings. It includes references to various acronyms and entities involved in energy management and policy.

SUMMARY p. p. 177
SUMMARY Jurisdictional Scan State/Province Vermont Utility/Agency Efficiency Vermont (Vermont Energy Investment Corporation) Fuel Electricity, Gas, Heating Fuels Key Contact/Interviewee Robert Stephenson, Chris Gordon Consultant Mayuran Sr...

AI summary The jurisdictional scan provides an overview of Efficiency Vermont, including its location in Vermont, the fuels it handles, and key contacts involved in the process. The document outlines the scope of the jurisdiction and identifies key individuals and consultants associated with the proceeding.

Electricity Market p. p. 177
Electricity Market The following entities make up the electricity system in Vermont. - Efficiency Vermont (Vermont Energy Investment Corporation VEIC) - Vermont Public Services Board (PSB) - ISO New England (ISO-NE) - Vermont Electric Powe...

AI summary Vermont's electricity system includes Efficiency Vermont (VEIC), the Vermont Public Services Board (PSB), ISO New England (ISO-NE), and Vermont Electric Power Company (VELCO). Efficiency Vermont, established in 1999 by the PSB, administers state-wide energy efficiency programs funded via an Energy Efficiency Charge (EEC). VELCO manages bulk transmission, while ISO-NE oversees regional power operations. Burlington Electric Department operates separate programs.

EFFICIENCY VERMONT –OVERVIEW p. p. 189
EFFICIENCY VERMONT –OVERVIEW

AI summary Overview of Efficiency Vermont (EV), focusing on energy efficiency programs, regulatory proceedings, and related entities. Highlights key stakeholders, methodologies, and initiatives in demand-side management and energy conservation.

Utility Facts p. p. 189
Utility Facts - Serves all of Vermont, other than Burlington Electric Department customers - Over 9,500 square miles - Services population of 500,000 Avoided Costs - [http://psb.vermont.gov/sites/psb/files/projects/EEU/2013avoidedcosts/AES...

AI summary The utility serves all of Vermont except Burlington Electric Department customers, covering 9,500 square miles and 500,000 people. Avoided costs are detailed in a 2013 report, funded through an energy efficiency charge collected by participating utilities.

Savings p. p. 189
Savings Efficiency Vermont programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2012-2014 period, Efficiency Vermont had the following results:

AI summary Efficiency Vermont programs have successfully reduced energy consumption and encouraged energy-efficient behaviors and investment decisions, with notable results from the 2012-2014 period.

2012 2013 2014 2012–2014 Total p. p. 189
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 table presents energy savings, total resource benefits, and carbon dioxide emissions avoided from 2012 to 2014. It also outlines key quantifiable performance indicators (QPIs) related to electric and thermal energy savings, along with the achievement of goals set for the period. The data highlights the success of energy efficiency initiatives in meeting and exceeding targets.

Efficiency Vermont's spending for 2013 and 2014 is provided below: p. p. 189
Efficiency Vermont's spending for 2013 and 2014 is provided below: Prior Year Current Year 2014 Cumulative starting 1/1/12 Cumulative starting 1/1/12 # participants with installations 37,483 54,135 131,094 131,094 Operating Costs Administr...

AI summary Efficiency Vermont's spending for 2013 and 2014 is detailed, including operating costs, technical assistance costs, support services costs, and incentive costs. The data highlights the number of participants, savings in MWh, and spending ratios per kWh.

Section 589 p. p. 189
Efficiency Vermont is not held to a direct cost effectiveness metric, but the plan must meet associated savings, spending and total resource benefit targets. The annual savings verification process captures program to these targets. The la...

AI summary Efficiency Vermont's energy efficiency plan is evaluated based on savings, spending, and total resource benefit targets rather than a direct cost effectiveness metric. An independent audit for the 2011-2013 period verified program performance against these targets.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 198
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, including residential and business programs such as agricultural equipment rebates and appliance rebates. These programs provide incentives for energy-efficient products, with specific qualification criteria and rebate processes.

GEOGRAPHIC DEFINITIONS p. p. 198
GEOGRAPHIC DEFINITIONS Efficiency Maine is the body that incents energy efficiency practices in the state of Maine, USA. They are responsible for developing, planning, coordinating and implementing energy efficiency and alternative energy...

AI summary Efficiency Maine is the organization responsible for promoting energy efficiency and alternative energy programs in Maine, USA. They develop, plan, coordinate, and implement energy efficiency and alternative energy resource programs across the state, covering electric and gas fuel initiatives.

Figure 535253: Natural Gas Consumption (Maine) 8 p. p. 203
Figure 535253: Natural Gas Consumption (Maine) 8 2010 2011 2012 2013 2014 2015 Total Consumption 77,575 71,690 68,266 64,091 60,661 Pipeline & Distribution Use 1,753 2,399 762 844 1,300 Volumes Delivered to Consumers 75,821 69,291 67,504 6...

AI summary The text presents data on natural gas consumption in Maine from 2010 to 2015, including total consumption, pipeline and distribution use, and volumes delivered to residential, commercial, industrial, and transportation customers. It also includes customer rates for 2014, with specific pricing for residential, commercial, industrial, and transportation sectors.

Section 614 p. p. 205
11 Efficiency Maine, captured from Efficiency Maine's ―Annual Reports‖ between 2011-2015

AI summary The text references Efficiency Maine's Annual Reports from 2011 to 2015, which provide insights into the organization's activities and performance during that period.

Figure 575657: 2011-2015 Gas Savings Result [1111](#page-205-0) p. pp. 205-206
Figure 575657: 2011-2015 Gas Savings Result [1111](#page-205-0) Year Total (MMBtu) 2011 16,115 2012 1,845 2013 12,169 2014 30,839 2015 19,274 Total 80,242 Figure 585758: Gross Electricity Savings 12 Program Annual kWh Savings Lifetime kWh...

AI summary The document presents gas savings results from 2011 to 2015 and electricity savings data from various programs under Efficiency Maine. The data includes annual and lifetime savings, costs, and benefit-to-cost ratios for different initiatives.

TRC and PACT p. p. 206
TRC and PACT Both TRC and PACT tests are presented in Efficiency Maine's annual reports. However, only TRC is used to evaluate performance. PACT is used for program planning/stakeholder relationships. TRC and PACT by Efficiency Maine is ba...

AI summary Efficiency Maine uses TRC (Total Resource Cost) for performance evaluation and PACT (Program Administrator Cost) for program planning and stakeholder engagement. TRC requires a net savings ratio exceeding 1.0, based on a 2008 National Action Plan for Energy Efficiency report. PACT is not used for performance testing.

Avoided Costs p. p. 206
Avoided Costs TRC: The benefits included are the avoided costs of energy. Efficiency Maine participated in the AESC Study Group, which partnered with Tabors Caramanis Rudkevich for a study on marginal energy supply costs that are avoided d...

AI summary The document discusses avoided costs in energy efficiency programs, including Total Resource Cost (TRC) benefits. Efficiency Maine uses the AESC Study Group's findings on marginal energy supply cost reductions for cost-effectiveness testing. Key electricity benefits include reduced resource demand, transmission costs, and wholesale market impacts. Gas benefits involve lower production and distribution costs. The AESC Study is revised every three years.

Costs p. p. 206
Costs TRC at the Program level: - Costs incurred by program participants (incremental costsIncremental Equipment Costs) - Costs of running the energy efficiency programs (delivery and administration costs) TRC at the Measure level: Costs i...

AI summary The document outlines Total Resource Cost (TRC) and Program Administrator Cost (PAC) categorizations at Program and Measure levels. TRC includes incremental equipment costs, delivery/administration costs, and incentive costs, while PAC focuses on measure-related incremental costs and program delivery expenses.

2. Technical Reference Manual p. p. 206
2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine maintains Residential and Commercial Technical Reference Manuals (TRMs) to document energy and demand savings calculations for energy efficiency measures, including associated technology information and assumptions.

INCENTIVE ADMIN SPLIT p. p. 206
INCENTIVE ADMIN SPLIT

AI summary The document pertains to a regulatory proceeding in Nova Scotia focusing on the 'Incentive Admin Split,' involving energy efficiency programs, regulatory bodies, and technical methodologies. Key entities include Efficiency Nova Scotia, Canadian Energy Efficiency Alliance, and Utility and Review Board.

Figure 636263: Electric Program Expenditures 2015 [1212](#page-206-0) p. p. 206
Figure 636263: Electric Program Expenditures 2015 [1212](#page-206-0) Program Incentive Delivery Total Administration - All Fuels $496,969 Sub Total $8,931,754 $3,528,542 $12,957,266 Name Target Market Incentive Information Home Energy Sav...

AI summary Figure 636263 outlines electric program expenditures in 2015, with a focus on the Home Energy Savings Program (Residential), which targets residential customers aiming to improve energy efficiency through weatherization, GHG reduction, and equipment upgrades. Incentives include air sealing, insulation, supplemental heating systems, and whole house heating systems.

Overview of Electricity Market p. pp. 206-217
Overview of Electricity Market The following entities make up the electricity system in Massachusetts. - National Grid - Massachusetts Government: Office of Energy and Environmental Affairs: Department of Public Utilities (DPU) - Mass Save...

AI summary The Massachusetts electricity system includes National Grid, the Department of Public Utilities (DPU), ISO New England, and energy efficiency programs like Mass Save. National Grid submits multi-year energy efficiency plans to the DPU, which oversees utility regulation, service quality, and safety. The DPU's mission focuses on reliable, low-cost utility services and protecting public safety.

MASSACHUSETTS ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 218
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 - ENERGY EFFICIENCY PROGRAMMING p. p. 218
NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING

AI summary The document outlines National Grid's Energy Efficiency Programming, focusing on regulatory proceedings in Nova Scotia. It references key entities, acronyms, and topics related to energy efficiency, demand-side management, and regulatory frameworks.

Savings and Expenditure 104 p. p. 218
Savings and Expenditure 104 In the 2013-2015 cycle, National Grid achieved the following savings with the associated expenditures. These savings and expenditures have not been through the full EM&V process yet and have not been finalized.

AI summary In the 2013-2015 cycle, National Grid achieved certain energy savings with associated expenditures. These figures have not undergone the full EM&V process and are not yet finalized.

National Grid 2013-2015 Savings and Expenditure p. p. 218
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 for the years 2013-2015, categorizing information by sector (Residential, Low Income, Commercial & Industrial). It includes metrics such as total expenditure, incentive expenditure, and cost-effectiveness ratios.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 218
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.

High Level Specifications p. p. 218
High Level Specifications

AI summary The document outlines key terms and acronyms relevant to energy efficiency and utility regulatory proceedings in Nova Scotia. It provides definitions for organizations, programs, and methodologies used in demand-side management, cost evaluation, and energy efficiency initiatives.

1. Measure Library Section (from TRM process recommendation in report) p. p. 218
1. Measure Library Section (from TRM process recommendation in report) This section should include the details of each measure in the portfolio, or measures being considered. - Efficient Technology Name; - Efficient Technology Description;...

AI summary This section outlines the structure for documenting energy efficiency measures, including technology details, cost estimates, savings projections, and screening criteria. It emphasizes parameters like TRC, PAC, PC, and cost-effectiveness thresholds for program evaluation.

2. Cost Effectiveness Calculator Section p. p. 218
2. Cost Effectiveness Calculator Section This section will take the inputs from the Measure Library section, combine them with the other inputs listed below, and output a cost effectiveness forecast. This will be used to determine the ince...

AI summary This section outlines a cost effectiveness calculator that uses inputs like avoided supply costs, program administration costs, measure energy savings, and discount rates to forecast cost effectiveness. The output determines incentive screening thresholds for energy efficiency programs.

Inputs p. p. 218
Inputs - Incentive screening threshold in terms of cost to the customerCustomer Cost (From Measure Library); - Incentive screening threshold in terms of the program budget (From Measure Library); - Incentive screening threshold in terms of...

AI summary The document outlines key inputs for evaluating energy efficiency programs, including customer cost thresholds, program budget limits, cost-effectiveness criteria, sector categorization, delivery channels, and financial impact assessments. These parameters are used to screen incentives and guide program implementation in regulatory proceedings.

66890Comments - Synapse (BCC) 6 passages
Preamble p. p. 0
August 3, 2016 Doreen Friis Regulatory Affairs Officer/Clerk of the Board Nova Scotia Utility and Review Board 3rd Floor 1601 Lower Water Street Halifax, Nova Scotia B3J 3S3 RE: M07544 - EfficiencyOne - Incentive Setting Methodology (E-ENS...

AI summary Synapse Energy Economics submits comments on EfficiencyOne's incentive setting methodology report, reviewing materials from CLEAResult and their implementation plan. The submission references Synapse's experience with energy efficiency program design across North America.

Incentive Setting Theory and its Application to Energy Efficiency Programs p. p. 0
Incentive Setting Theory and its Application to Energy Efficiency Programs On pages 15 through 18 of the report, CLEAResult discusses two important influences on incentive setting, namely the perceived value of the product or service and t...

AI summary The text critiques CLEAResult's use of 'perceived value' and 'return on investment' in incentive setting, arguing these terms cause confusion between customer and societal perspectives. It recommends clarifying terminology, emphasizing customer payback periods, and incorporating the Participant Cost (PC) test alongside Program Administrator Cost (PAC) and Total Resource Cost (TRC) tests for determining incentives.

Incremental Costs as Incentive Thresholds p. p. 0
ing energy efficiency programs in numerous jurisdictions (including many of those included in CLEAResult's jurisdictional scan), CLEAResult's framework is not appropriate for setting incentive levels. In our experience, the most important...

AI summary The text argues that incremental cost is the primary threshold for setting incentive levels in energy efficiency programs, except for low-income programs where higher incentives may be necessary. When standard practices are absent, incremental cost equals total project cost. Examples include insulation and thermostats. Incremental cost is generally easy to apply, though project costs may be used as a proxy when estimation is difficult.

Acceptable incentive threshold p. p. 0
Acceptable incentive threshold On page 44 of the report, Table 13 provides absolute limits and suggested incentive boundary/ceilings based on various cost types for various programs. As discussed above, we believe that the basis for all pr...

AI summary The document critiques Table 13's incentive thresholds, questioning the basis for absolute limits and the derivation of suggested boundaries. Concerns include unclear application of thresholds for programs like HVAC installations and residential energy efficiency, where high percentages of retail prices may lead to excessive incentives. CLEAResult's evaluation of EfficiencyOne's incentives is also questioned due to lack of premium price or incremental cost data.

Analysis of customer motivations and barriers p. p. 0
Analysis of customer motivations and barriers CLEAResult highlights the Van Westendorp Price Sensitivity Meter as a tool for understanding how price factors into customer decisions to purchase a product. 7 Although the report claims that t...

AI summary The document critiques the Van Westendorp Price Sensitivity Meter's application in energy efficiency programs, noting limited use in the sector and methodological concerns. It questions CLEAResult's assertion of its simplicity and suitability, citing flaws in its foundation and lack of consideration for competitive markets. The analysis concludes by doubting Efficiency One's use of this tool.

Role of financing p. p. 0
Role of financing Low-cost, attractive financing options such as on-bill financing or the Property Assessed Clean Energy (PACE) bond reduce the barriers to adopting energy efficiency measures. They are likely to increase the measure adopti...

AI summary The text highlights that low-cost financing options like on-bill and PACE bonds can increase energy efficiency adoption and influence utility incentives. However, the CLEAResult report lacks discussion on financing's role and should integrate it into incentive-setting processes, citing existing programs such as Green Heat and Business Energy Rebates.

66892Comments - NSPI 1 passage
Section 1 p. p. 0
August 3, 2016 Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: M07544 ‐ EfficiencyOne ‐ Incentive Setting Methodology (E‐...

AI summary EfficiencyOne (E1) submitted an incentive-setting methodology plan based on the CLEAResult Report to the Nova Scotia Utility and Review Board (UARB). NS Power agrees with most recommendations but urges inclusion of non-financial incentives in E1's Demand Side Management (DSM) program. The UARB previously approved E1's 2016-2018 DSM plan via Board Order M06733.

67030Reply Comments - E1 1 passage
The Use of Incremental Cost p. pp. 0-3
ncurred by a participant. EfficiencyOne and CLEAResult agree to further clarify what costs should be used, under what scenarios (i.e., early-retirement or end-of-life replacement), within the Report. Synapse defines incremental costs as "....

AI summary The document discusses the definition and application of incremental costs in energy efficiency programs, distinguishing between 'end-of-life replacement' and 'early-retirement' scenarios. Synapse defines incremental costs for end-of-life replacements, while EfficiencyOne and CLEAResult seek clarification on cost calculations. ENS's programs primarily target early-retirement scenarios.

67135Reply comments - Synapse (BCC) 2 passages
INCENTIVES FOR EARLY REPLACEMENT p. p. 0
INCENTIVES FOR EARLY REPLACEMENT In its response letter, EfficiencyOne (E1) indicates that it "respectfully disagrees that incremental costs are applicable for most program and project types, using Synapse's definition of incremental costs...

AI summary EfficiencyOne (E1) disputes Synapse's use of incremental costs for early replacement programs, advocating instead for total project costs. Synapse supports incremental costs, citing a 2014 NEEP study that defines incremental costs as the premium of efficient equipment over standard systems. NEEP's method assumes eventual equipment replacement without program intervention, contrasting with E1's total cost approach. CLEAResult agrees to clarify cost scenarios, while Synapse criticizes E1's DSM Resource Plan for lacking clarity on early retirement programs.

VAN WESTENDORP PRICE SENSITIVITY METER p. p. 0
VAN WESTENDORP PRICE SENSITIVITY METER E1 states that it does not agree that "the utility and the suitability of the VWPSM [Van Westendorp Price Sensitivity Meter] should be discounted based on the evidence provided by Synapse" (E1 respons...

AI summary E1 and CLEAResult are challenged for not providing examples of the Van Westendorp Price Sensitivity Meter (VWPSM) use in energy efficiency programs. Critics argue that the method's suitability for the electricity sector is questionable due to consumer inelasticity and unique market barriers, requiring more evidence of its application to electric efficiency measures.

67162Board Letter to EfficiencyOne re further discussions with Synapse and the DSM Advisory Group 1 passage
M07544 - EfficiencyOne – Incentive Setting Methodology (E-ENS-R-16) p. p. 0
M07544 - EfficiencyOne – Incentive Setting Methodology (E-ENS-R-16) This is further to EfficiencyOne's letter of August 17, 2016, responding to comments submitted by Nova Scotia Power Inc. ("NSPI"), the Small Business Advocate ("SBA"), and...

AI summary EfficiencyOne (E1) responds to feedback on its incentive-setting methodology from Nova Scotia Power Inc., the Small Business Advocate, and Synapse Energy Economics Inc. The Board requests further clarification and consensus discussions with Synapse and the DSM Advisory Group, citing unresolved concerns and prior directives from M06733. An incentive cap for Business Energy Solutions programs is also noted.

69564NSPI - Comments 2 passages
MEMORANDUM p. p. 2
MEMORANDUM TO: Nova Scotia Power FROM: Sanem Sergici and Phil Hanser SUBJ: Brattle Comments on the Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan DATE: April 21, 2017 EfficiencyOne retained CLEAResult...

AI summary A memo from Sanem Sergici and Phil Hanser to Nova Scotia Power summarizes Brattle's comments on CLEAResult's report reviewing energy efficiency incentive methodologies for Efficiency Nova Scotia. The report assesses best practices from other jurisdictions and their implications for ENS programs.

General Comments p. p. 2
General Comments - 1- The report is a very detailed compilation of incentive setting methodologies at a blueprint level. However, the report treats the question of incentive setting as an issue isolated from all other customer outreach eff...

AI summary The report's approach to incentive setting is criticized for isolating it from customer outreach efforts like education and supply chain engagement, which should be co-optimized. CLEAResult's benchmarking selects jurisdictions with large energy efficiency budgets and top-performing utilities, including Ontario, British Columbia, and ACEEE-top-ranked U.S. utilities.

69565IG - Comments 1 passage
Section 1 p. p. 0
File No: SM002557-00003 April 27, 2017 Nancy G. Rubin, Q.C. Direct Dial: 902.420-3337 [email protected] Delivered by E-mail Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 3rd Floor 1601 Lower Wa...

AI summary The Industrial Group critiques EfficiencyOne's revised incentive methodology for lacking financial detail and not establishing a maximum incentive cap beyond 100%, which they deem illogical. The methodology was developed following the Board's 2016-2018 DSM Plan hearing directive, with the Industrial Group advocating for stricter financial analysis and incentive limits.

69771Reply to Stakeholder Comments re Incentive Setting Methodology 8 passages
EfficiencyOne p. p. 0
EfficiencyOne IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application pursuant to Subsection 79J(3) of the Public Utilities Act for Approval of the 2016-2018 Supply Agreement fo...

AI summary The document outlines a regulatory proceeding under the Public Utilities Act, concerning an application for approval of a 2016-2018 supply agreement aimed at promoting electricity efficiency and conservation activities.

10 3.2 EfficiencyOne's Consolidated Calculator p. p. 3
10 3.2 EfficiencyOne's Consolidated Calculator - 11 In March 2017, EfficiencyOne codified the CLEAResult recommendations of incentive - 12 upper limits into an Excel tool that it will use to help set incentives going forward, as - 13 recom...

AI summary EfficiencyOne implemented an Excel-based Consolidated Calculator in March 2017 to evaluate proposed incentives for energy efficiency measures, based on CLEAResult recommendations. The tool helps assess the energy consumption and cost differences between base and efficient cases for specific programs.

3 CLEAResult's Incentive Level-Setting Excel-Based Tool for Review Protocol, filed with the Board on 31 March 2017. p. p. 3
3 CLEAResult's Incentive Level-Setting Excel-Based Tool for Review Protocol, filed with the Board on 31 March 2017. 1 • Effective Useful Life of the efficient case; 2 • Remaining Useful Life of the base case; 3 • Expected net-to-gross rati...

AI summary The document describes CLEAResult's Excel-based tool for setting incentive levels in energy efficiency programs. It outlines parameters such as useful life, net-to-gross ratio, and non-energy benefits. The Consolidated Calculator computes key values including energy savings, program administration costs, and total resource costs. Non-energy benefits are noted as requiring collaboration with the DSMAG.

17 4. RESEARCH PLANS p. p. 3
ompleted. This will ensure timely updating of incentives as research 28 becomes available, and will reduce the risk of a major change to unit-cost if all affected DATE FILED: 11 May 2017 Page 5 of 20 1 incentives were updated at once. 2 Re...

AI summary The document outlines research plans for energy efficiency measures, including residential and commercial LEDs, heat pumps, and insulation. It references updates to DSM studies and responses to Synapse's comments regarding report clarity, specifically excluding financing incentives from the scope. EfficiencyOne amended the report to clarify this exclusion.

1 6. REPLY TO NS POWER ON OTHER ISSUES p. p. 3
ar size to Nova Scotia; - 15 similar market structure, energy efficiency policy environment and energy 16 efficiency program delivery structure to Nova Scotia; and - 17 similar climate to Nova Scotia. 18 One of the primary purposes of cond...

AI summary EfficiencyOne and CLEAResult argue that including jurisdictions with low DSM delivery costs but limited relevance to Nova Scotia's market would not add value to the report. NS Power notes the report omits discussion of incentive design for low-income programs, emphasizing its importance.

2) Technology Research p. p. 3
2) Technology Research The key to the technology research is understanding a product or service's energy savings, price and market penetration. These three elements provide key insight into understanding options for the program design, and...

AI summary Technology research focuses on evaluating energy savings, price, and market penetration of products/services. These factors inform program design and incentive levels, with a Technical Reference Manual (TRM) serving as a key tool for documenting and updating data.

Application of Incentive Limits p. p. 3
Application of Incentive Limits When conducting the financial impact analysis, there are three thresholds that can be used to help quantify an incentive's financial performance: - 1) Cost to Customer - 2) Program Budget - 3) Cost Effective...

AI summary The document outlines three financial thresholds (Cost to Customer, Program Budget, Cost Effectiveness) for evaluating incentive performance. CLEAResult recommends EfficiencyOne use these to assess incentives transparently, with upper limits serving as guidelines rather than prescriptive rules. Broader program design rules may also be considered, allowing flexibility in incentive setting.

Evidence for Upper Limits of Cost to Customer and Program Budget Thresholds p. p. 3
Evidence for Upper Limits of Cost to Customer and Program Budget Thresholds The concept of setting upper limits for incentive levels is a relatively new practice, and there is limited documentation. Many jurisdictions will have their own i...

AI summary The document discusses upper limits for customer costs and program budgets in energy efficiency programs, citing examples from Energy Trust of Oregon, Union Gas, and Pacific Gas & Electric. Ontario's Retrofit and Process and Systems Upgrade programs use specific incentive caps. CLEAResult's experience informs suggested thresholds in Table 17 and 18, emphasizing cost-effectiveness assessments and program budget thresholds.

69772Incentive Setting Methodology and CLEAResult Report and EfficiencyOne Implementation Plan - Second Revision - Clean Version 132 passages
EfficiencyOne p. p. 0
EfficiencyOne IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application pursuant to Subsection 79J(3) of the Public Utilities Act for Approval of the 2016-2018 Supply Agreement fo...

AI summary The document pertains to an application under Subsection 79J(3) of the Public Utilities Act for approval of a 2016-2018 supply agreement focused on electricity efficiency and conservation activities. The proceeding involves regulatory review under the Public Utilities Act, R.S.N.S. 1989, c.380, as amended.

Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan p. pp. 0-1
Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan FILED June 30, 2016 REVISED March 31, 2017 SECOND REVISION May 11, 2017

AI summary The document outlines the incentive-setting methodology for the CLEAResult Report and EfficiencyOne Implementation Plan, dated June 30, 2016, with revisions on March 31, 2017, and May 11, 2017. It is part of a regulatory proceeding in Nova Scotia, focusing on energy efficiency programs and their implementation.

1.1 Background p. p. 1
ment process was 13 initiated in late November 2015. Final RFP submissions were received on 14 December 18, 2015, and CLEAResult was selected as the successful proponent 16 on January 8th 15 , 2016. - 17 CLEAResult's approach was consisten...

AI summary In late 2015, a procurement process was initiated for efficiency programs, with CLEAResult selected in January 2016. Their work included market analysis, stakeholder interviews, and applying findings to Nova Scotia programs. EfficiencyOne shared draft reports with DSMAG, receiving technical feedback to refine the final report.

& lt;sup>6 Comments were received from Synapse, Nova Scotia Power Inc., the Industrial Group, and the Small Business Advocate. p. p. 1
& lt;sup>6 Comments were received from Synapse, Nova Scotia Power Inc., the Industrial Group, and the Small Business Advocate. 1 2. SUMMARY OF CLEARESULT'S RECOMMENDATIONS 2 3 CLEAResult's findings indicate that EfficiencyOne's incentive s...

AI summary CLEAResult's findings indicate that EfficiencyOne's incentive setting methodology is well aligned with other jurisdictions and follows recommended principles. CLEAResult proposes three main areas of improvement, including updating assumptions for various technologies and implementing a TRM approach for further technology research.

3 3.2.1 Recommendation 2 a) p. p. 1
3 3.2.1 Recommendation 2 a) 4 EfficiencyOne is supportive of maintaining up-to-date customer and technology 5 research for its energy efficiency measures, especially those with high levels of 6 annual expenditure. 7 8 EfficiencyOne is cogn...

AI summary EfficiencyOne supports maintaining up-to-date customer and technology research for energy efficiency, acknowledging financial challenges. It plans to quantify budget impacts by September 31, 2016, and commit to increasing research frequency. Prior research on LED A-lamps was completed in 2016, with future efforts involving expert methodologies.

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. p. 1
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 EfficiencyOne developed a market research plan for 2017-2018 within the first 2 quarter of 2017 to address CLEAResult's recommendations. 3 4 EfficiencyOne is currently deter...

AI summary EfficiencyOne developed a market research plan in 2017 to address CLEAResult's recommendations and is determining the best approach for conducting technology and market penetration research. EfficiencyOne is also developing an electronic TRM for use in its new data tracking system and has completed a consolidated calculator for incentive design.

EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) p. p. 1
EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary EfficiencyOne Inc. submits its incentive-setting methodology filing (E-ENS-R-16) to the Nova Scotia Utility and Review Board (UARB), seeking approval for a program framework. The DSM Advisory Group (DSMAG) is involved in the regulatory proceeding, which focuses on energy efficiency incentives and compliance with utility regulation standards.

Jurisdictional Scans p. p. 25
Jurisdictional Scans CLEAResult undertook jurisdictional scans of various provincial and state utilities and energy efficiency agencies to: - 1) identify the incentive level setting methodologies and best practices in other jurisdictions;...

AI summary CLEAResult conducted jurisdictional scans to identify incentive-setting methodologies and best practices in energy efficiency programs. Jurisdictions were selected based on geographical similarity, portfolio maturity, ACEEE recognition, and program delivery mechanisms. Research combined secondary data analysis with primary insights to benchmark ENS's program performance against comparative metrics.

Study of Nova Scotia's Market p. p. 25
Study of Nova Scotia's Market To tailor the final findings to Nova Scotia's market, efforts were taken to understand the current landscape of energy efficiency programming, from both the perspective of EfficiencyOne and other major stakeho...

AI summary The study examines Nova Scotia's energy market, focusing on energy efficiency programming, electricity supply/demand forecasts, population and load demographics, and regulatory structures. It incorporates insights from EfficiencyOne and other stakeholders, with recommendations tailored to the province's unique context and policy framework.

Analysis and Recommendations p. p. 25
Analysis and Recommendations The final analysis included a review of the theoretical underpinnings of incentive setting methodologies and established a framework, informed by jurisdictional best practices, on which CLEAResult's recommendat...

AI summary The analysis reviews incentive-setting methodologies for energy efficiency programs, comparing ENS's current approaches with recommended frameworks. It highlights gaps in existing methods, notes financing as an alternative to upfront incentives, and introduces an Excel tool for setting rates. Nova Scotia's market characteristics were considered in recommendations.

Incentive Setting for Energy Efficiency Programs p. p. 25
Incentive Setting for Energy Efficiency Programs Energy conservation programs feature different types of incentives to attract participation. The underlying theory behind the design of energy conservation programs is that some energy effic...

AI summary Energy efficiency programs use financial, convenience, and educational incentives to overcome barriers like cost, time, and lack of knowledge. Financial incentives are emphasized as a key component in jurisdictions studied, aiming to make energy-efficient choices feasible for customers.

MARKET TRANSFORMATION p. pp. 25-29
MARKET TRANSFORMATION The ACEEE defines market transformation as the "strategic process of intervening in a market to create lasting change in market behaviour by removing identified barriers or exploiting opportunities to accelerate the a...

AI summary The text defines market transformation as a strategic process to change market behavior through removing barriers to energy efficiency. It references ACEEE's definition and the technology adoption curve, emphasizing the role of incentives during 'The Chasm' and late majority periods. Incentive setting and review are critical during program implementation to ensure success.

INCENTIVE SETTING THEORY p. p. 29
INCENTIVE SETTING THEORY Incentive setting for energy efficiency programs is a form of price setting, with some unique characteristics. The discussed theory is based on CLEAResult's knowledge and experience with conducting program design a...

AI summary Incentive setting for energy efficiency programs is a form of price setting with unique characteristics, based on CLEAResult's experience and industry discussions.

PARTICIPANT PERCEIVED VALUE p. p. 31
PARTICIPANT PERCEIVED VALUE The determination of the participant perceived value is an evaluation of factors from the participant's perspective. For energy efficiency programs, participant perceived value leads to the motivation to partici...

AI summary The evaluation of participant perceived value in energy efficiency programs is crucial for motivating participation. Incentives are necessary to align with customers' perceived value, which extends beyond financial considerations. This approach ensures that programs effectively encourage adoption of energy-efficient options.

Broader Considerations as Related to Participant Perceived Value p. p. 35
Broader Considerations as Related to Participant Perceived Value In the real world, determining participant perceived value during price-setting should not be thought of as a precise science that is only based on financial quantification....

AI summary Determining participant perceived value in energy efficiency programs involves broader considerations beyond financial quantification. While financial factors like retail price and project costs are relevant, non-quantifiable aspects also influence perceived value. Key activities and processes are needed to assess both financial and broader considerations when setting incentives.

Cost Effectiveness p. p. 35
Cost Effectiveness Cost effectiveness is usually determined using a benefit-cost analysis which explicitly or implicitly compares the cost of energy efficiency to other electricity or natural gas supply resources and may include other cons...

AI summary Cost effectiveness is evaluated through benefit-cost analysis, comparing energy efficiency costs to supply resources. Key methods include Total Resource Cost (TRC) and Program Administrator Cost (PAC) tests, alongside unit costs based on lifetime energy savings as indicators of cost effectiveness.

Unique Combination Customer Cost Considered Rationale for Selection p. pp. 40-42
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 energy efficiency decisions. Residential customers typically focus on retail prices for small purchases, while larger purchases involve project costs, incremental equipment costs, and payback analysis. Commercial customers also consider upfront costs, lifecycle operations, and payback. Incentive levels are often capped at 50% of the appropriate cost or set to ensure a two-year payback.

PAC Benefits (Cost Effectiveness) Threshold p. p. 42
PAC Benefits (Cost Effectiveness) Threshold The PAC is the cost effectiveness test that reflects a program administrator's financial expenditure for a measure, program or portfolio. It is calculated by dividing the PAC benefits, which are...

AI summary The PAC (Program Administrator Cost) threshold evaluates cost-effectiveness by comparing avoided supply/distribution costs (PAC benefits) to program administrator costs (incentives, overhead). Jurisdictions often set a minimum PAC of 1.0, but higher thresholds (e.g., 2.0) may limit incentives to 50% of PAC benefits, ensuring cost-effectiveness in program design.

Incentive Setting Component Factors that can Place Upwards Pressure on Incentive Rates p. pp. 43-45
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 document outlines factors that can influence incentive rates in energy efficiency programs, including budget impact, customer research, technology research, supply chain discussions, benchmarking, program evaluation, financing, and education. These factors can either increase or decrease the levels of incentives offered.

Preamble p. pp. 45-186
After determining incentive values by analyzing the considerations that determine the two influences (perceived value, return on investment) of incentive setting, the final requirement is to establish and follow a review protocol. In some...

AI summary The text outlines the need for a periodic review protocol for incentive levels in energy efficiency programs, considering factors such as market transformation, technology evolution, and stakeholder engagement. It emphasizes the importance of aligning review frequency with program structure, budget, and technology maturity, with varying intervals from quarterly to biennial.

JURISDICTION IDENTIFICATION AND SELECTION p. p. 45
JURISDICTION IDENTIFICATION AND SELECTION The selected jurisdictions were as follows: - Ontario (IESO); - Ontario (Union Gas); - British Columbia (BC Hydro); - California (PG&E); - Oregon (Energy Trust of Oregon); - Washington (Energy Trus...

AI summary Nova Scotia selected jurisdictions like Ontario (IESO, Union Gas), BC Hydro, and California (PG&E) for their best-in-class status, similarity in size, market structure, energy efficiency policies, program delivery models, and climate to Nova Scotia.

BEST-IN-CLASS p. pp. 45-48
BEST-IN-CLASS In Canada, Ontario and British Columbia have the largest energy efficiency budgets and the longest history of designing and delivering energy conservation programs. They are also usually considered the leading provinces for p...

AI summary Canada's Ontario and British Columbia lead in energy efficiency programs. US states (except Maine) top ACEEE's 2015 scorecard, showing strong EERS commitments.

SIZE, STRUCTURE AND CLIMATE p. p. 48
SIZE, STRUCTURE AND CLIMATE Vermont, Maine and National Grid in Massachusetts all serve a similar population to ENS's programs. In terms of budget magnitudes, stock and sales data, and electricity savings targets, their similarity in size...

AI summary The document compares ENS's energy efficiency programs with those in Vermont, Maine, and Massachusetts due to similar population sizes and market structures. It also contrasts ENS with jurisdictions like BC Hydro and NYSERDA, which have different systems and oversight. Maine, Vermont, and Massachusetts were selected for their climate similarity to Nova Scotia, affecting HVAC and building envelope technologies.

FINDINGS AND IDENTIFIED BEST PRACTICES p. pp. 48-49
FINDINGS AND IDENTIFIED BEST PRACTICES Our jurisdictional research has shown that the majority of jurisdictions employ similar methodologies and approaches to setting incentives. All of the jurisdictions have broad program design, TRM and/...

AI summary The jurisdictional research highlights that most regions use similar methodologies for setting incentives, with a focus on program design, TRM, and market research. While there are variations in specific processes, such as supply chain research, general best practices for incentive-setting are broadly consistent. EfficiencyOne also performs similar steps, so recommendations focus on details and nuances.

p. pp. 49-53
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.

RESIDENTIAL SECTOR p. p. 55
RESIDENTIAL SECTOR There are more than 390,280 residential households in Nova Scotia. 15 The majority of customers are on flat-billing residential electricity purchase agreements. Only 1,000 customers are on residential time-of-use pricing...

AI summary Nova Scotia has 390,280 residential households, mostly on flat-rate billing with limited time-of-use pricing. 75% are single-family homes, and 31% use electric heating. LED lighting adoption is low (4%), with incandescent dominating. Efficiency opportunities exist in heating, cooling, and water heaters, though cooling savings are costly. A 2015-2040 DSM study by Navigant Consulting highlights these findings.

BUSINESS, NOT-FOR PROFIT AND INSTITUTIONAL SECTOR p. p. 55
BUSINESS, NOT-FOR PROFIT AND INSTITUTIONAL SECTOR The commercial sector accounts for businesses, not-for-profits and institutional customers. In Nova Scotia, there are 37,679 accounts that are represented by the Small Business Advocate. Th...

AI summary The commercial sector in Nova Scotia includes 37,679 accounts, with eligibility criteria for energy programs like the Small Business Energy Solutions program. Lighting (60% of consumption) uses mostly fluorescent T12 lamps, with opportunities for T8 and LED upgrades. Cooling systems (60% penetration) and electric heating (baseboard dominant) are key areas. Lighting controls and rooftop unit incentives are noted as potential efficiency measures.

Efficiency Nova Scotia – Policy, Performance and Programs p. p. 55
Efficiency Nova Scotia – Policy, Performance and Programs Efficiency Nova Scotia Corporation (ENSC) commenced operations in 2010 after the enactment of the Efficiency Nova Scotia Corporation Act in 2009. Revisions to the Public Utilities A...

AI summary Efficiency Nova Scotia Corporation (ENSC) was established in 2010 under the Efficiency Nova Scotia Corporation Act . Legislative changes in 2015 led to ENSC ceasing operations, replaced by EfficiencyOne under the Public Utilities Act , following the Electricity Efficiency and Conservation Restructuring (2014) Act .

HISTORICAL RESULTS AND COMPARISON TO OTHER JURISDICTIONS p. p. 55
HISTORICAL RESULTS AND COMPARISON TO OTHER JURISDICTIONS We provide ENSC's historical portfolio savings from 2010-2014 below, along with a unit cost (first year energy savings), scale of relative effort, and a proxy for "residential custom...

AI summary The text discusses ENSC's historical portfolio savings from 2010-2014, including metrics like unit cost, effort scale, and a proxy for residential customer motivation, compared to other jurisdictions.

Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit p. pp. 55-58
Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit and Institutional Demand Reduction (MW) Fully Allocated Residential Expenditure ($ mi...

AI summary The tables provide data on energy savings and expenditures related to residential and business energy efficiency programs in Nova Scotia from 2010 to 2014. The data includes energy savings in gigawatt-hours, demand reduction in megawatts, and expenditures in millions of dollars. Additional tables compare the unit cost of conservation and energy savings percentages across various jurisdictions, including Nova Scotia, Ontario, British Columbia, California, and others.

EFFICIENCY GOALS p. p. 58
EFFICIENCY GOALS As per the Electricity Efficiency and Conservation Restructuring (2014) Act , "Nova Scotia Power Incorporated shall undertake cost-effective electricity efficiency and conservation activities that are reasonably available...

AI summary The document references the Electricity Efficiency and Conservation Restructuring (2014) Act, which mandates Nova Scotia Power Incorporated to implement cost-effective electricity efficiency and conservation activities to reduce customer costs.

Year Annual Savings (GWh) Expenditure ($ million) Unit Cost ($/kWh) p. pp. 58-59
Year Annual Savings (GWh) Expenditure ($ 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 144 : Nova Scotia Achievable Potential Summary The numb...

AI summary Table 144 shows Nova Scotia's achievable potential for energy efficiency, with ENS's current savings targets nearly reaching 100% of the achievable potential. However, the UARB approved budget is only 50-70% of the forecasted required budget, depending on the year and scenario.

COST EFFECTIVENESS AND AVOIDED COSTS p. p. 59
se of this, measures and projects that pass the TRC and PAC are only able to claim the benefit of avoided energy costs until 2020. After 2020, they can claim both avoided energy and capacity benefits. This can be a challenge since momentum...

AI summary Measures passing TRC and PAC can claim avoided energy and capacity benefits post-2020. Adjusting programs for annual avoided cost variations is challenging, though Oregon aligns policy with efficiency goals. Avoided costs are uniform across time, but peak-period savings receive no premium beyond capacity benefits. ENS is exploring local avoided cost zones and incentives.

OTHER CONSIDERATIONS p. p. 59
OTHER CONSIDERATIONS Through the most recent program evaluation process, ENS has identified that some educational initiatives are incurring savings attribution issues, and have received tentative disallowance. This specifically was the cas...

AI summary ENS identified savings attribution issues in educational initiatives like Home Energy Reports (HER), leading to tentative disallowance. This complicates shifting funding from financial to educational incentives. ENS also uses average wattage methods instead of dual baselines for energy savings, which may hinder accurate lifetime savings tracking.

EFFICIENCY NOVA SCOTIA'S PROGRAM PORTFOLIO p. p. 59
EFFICIENCY NOVA SCOTIA'S PROGRAM PORTFOLIO The following table contains a summary of ENS's current programs, target market and incentive structure. Commercial customers are defined as businesses, not-for-profits and institutional customers.

AI summary Efficiency Nova Scotia Corporation (ENSC) outlines its current programs targeting commercial customers, including businesses, not-for-profits, and institutional entities, with details on market segments and incentive structures. A table summarizes program specifics, though content is limited to definitions and categorizations.

Program Name Program Offer and Incentive Structure p. pp. 59-63
Table 15 : ENS Program Overview Program Name Program Offer and Incentive Structure Type of Program (for CE modelling purposes) Residential Profile An online assessment tool is provided for customers to enter information about their home an...

AI summary The document outlines two ENS programs: the Residential Profile, which offers free online energy assessments with no direct incentives, and the Instant Savings program, which provides discounts on energy-efficient products for residential customers. The latter involves delivery agents for coordination and compliance.

Programs Studied in Recommendations p. p. 63
Programs Studied in Recommendations The following table contains an analysis of the barriers and the associated incentive strategy for the four investigated programs.

AI summary The document outlines an analysis of barriers and incentive strategies for four investigated programs, focusing on their implementation and effectiveness.

18 Email Communication from EfficiencyOne Program Management Staff – May 25, 2016 p. p. 63
18 Email Communication from EfficiencyOne Program Management Staff – May 25, 2016 Program Identified Barriers Incentive Strategy 1) Residential customers worry about upfront costs. For example, LED penetration, despite dropping upfront cos...

AI summary The email discusses barriers to residential participation in energy efficiency programs, such as upfront costs and complexity of incentive applications, and outlines strategies like point-of-sale incentives and delivery agent coordination to address these issues.

Price Sensitivity Research p. p. 64
Price Sensitivity Research Price sensitivity is usually defined as the affect the price for a product or service has on the consumers' motivation to purchase it. For incentive setting in energy efficiency and conservation programs, it is i...

AI summary Price sensitivity research examines how pricing affects consumer participation in energy efficiency programs. It highlights the importance of understanding heterogeneous consumer behavior, the use of Van Westendorp's Price Sensitivity Meter, and challenges in determining optimal pricing. The analysis supports incentive setting while protecting ratepayer interests.

TECHNOLOGY RESEARCH p. p. 68
TECHNOLOGY RESEARCH Technology research can provide both the basis for the value of the incentive investment through understanding the energy savings and it can provide insight into how often the incentive should be reviewed. It is very im...

AI summary Technology research is critical for evaluating energy efficiency incentives by analyzing parameters like technology penetration, costs, and savings. Parameters include technology details, market forecasts, and financial metrics. High efficient technology penetration (>50%) may warrant reducing incentives. The TRM process and Program Evaluations enable annual updates to these parameters.

Basis for Customer Cost Incentive Threshold p. pp. 70-71
Basis for Customer Cost Incentive Threshold Customer and Decision Suggested Basis Suggested Upper Limit Low Income Customer, Direct Install Model Project Cost 100% Residential Customer, Small Purchase at Retailer Retail Price, Incremental...

AI summary The table outlines the suggested basis and upper limits for customer cost incentive thresholds across various customer types and installation models. It includes thresholds for low-income customers, residential customers, and commercial and industrial customers, with varying percentages and conditions.

Substantiation for Upper Limits p. p. 72
Substantiation for Upper Limits The values for the upper limits have been recommended from the jurisdictional studies and CLEAResult's experience from program design and incentive setting activities. The concept of setting Upper Limits for...

AI summary The document outlines recommended upper limits for energy efficiency incentives, suggesting 50% for small purchases and 70-100% for small business programs. These recommendations are based on jurisdictional studies and CLEAResult's experience, with EfficiencyOne tasked with future adjustments as market conditions evolve.

GENERAL PORTFOLIO SUMMARY FOR CURRENT AND RECOMMENDED ACTIVITIES p. p. 73
Understand Customer Motivation and Barriers for Participation Currently, EfficiencyOne uses four different methods to understand customer motivation and barriers to participation: 1. Market research to assess customer awareness of programs...

AI summary EfficiencyOne uses four methods to understand customer motivation and barriers to participation in energy efficiency programs, including market research, annual surveys, program management with customer feedback, and specialized research. Recommendations include continuing current activities, introducing an annual survey on key technologies, and conducting price sensitivity analyses if large incentive expenditures are anticipated.

22 Our Electricity Future: Nova Scotia's Energy Plan 2015-2020, Nova Scotia Department of Energy, Available: p. p. 73
Understand Technology Savings, Price and Market Penetration EfficiencyOne currently understands technology savings, price and market penetration through three different avenues: 1. Annual review through program evaluation process; 2. Speci...

AI summary EfficiencyOne collects technology savings, price, and market penetration information through program evaluation, specialized research, and program delivery. It is recommended that EfficiencyOne continue current activities and introduce a formal measures assumption validation process, similar to a TRM, with periodic updates and expert review.

FORMAL & DOCUMENTED INCENTIVE SETTING PROCESS p. p. 77
FORMAL & DOCUMENTED INCENTIVE SETTING PROCESS It is recommended that ENS use a formal and documented incentive setting process for all incentive setting exercises. This does not necessarily mean that every step of the process needs to be f...

AI summary The document recommends that Efficiency Nova Scotia (ENS) adopt a formal, documented incentive-setting process for all exercises, outlining three potential processes. It emphasizes considering existing market incentives in customer, technology, and financial analyses to address barriers, energy savings, and cost implications.

For the Instant Savings Program, CLEAResult has the following recommendations: p. p. 81
Understand Technology Savings, Price and Market Penetration For Instant Savings, EfficiencyOne gains an understanding of technology savings, price and penetration through the following activities: 1. Energy Efficiency Standards (Regulation...

AI summary The Instant Savings Program relies on EfficiencyOne's understanding of technology savings, price, and market penetration through activities such as energy efficiency standards, program evaluation, industry data, and specific studies. EfficiencyOne has taken proactive steps, such as eliminating CFLs in 2014, and continues to review energy savings assumptions annually. The recommendations include continuing current activities and implementing changes to support the program.

Program Benchmarking p. p. 86
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, designed in 2008 with a $/kWh incentive rate inspired by Manitoba Hydro, has evolved to use this rate as a ceiling for negotiated incentives based on customer feedback and program experience.

For the Business Energy Rebates program, CLEAResult has the following recommendations: p. p. 86
For the Business Energy Rebates program, CLEAResult has the following recommendations: General Principle Current Activities Recommended Activities Understand Financial Impacts For the Business Energy Rebates Program, EfficiencyOne gains an...

AI summary CLEAResult provides recommendations for the Business Energy Rebates program, emphasizing the continuation of EfficiencyOne's current activities in program management and evaluation, as well as implementing recommendations from the General Principles section to support the program.

For the Home Energy Assessment program, CLEAResult has the following recommendations: p. p. 93
For the Home Energy Assessment program, CLEAResult has the following recommendations: General Principle Current Activities Recommended Activities

AI summary CLEAResult provides recommendations for the Home Energy Assessment program, focusing on general principles, current activities, and recommended activities. The recommendations aim to improve the program's effectiveness and efficiency.

Program Financial Simulation Analysis p. p. 98
Program Financial Simulation Analysis

AI summary The document outlines a financial simulation analysis for energy efficiency programs in Nova Scotia, involving regulatory bodies, advisory groups, and cost methodologies. Key entities include Efficiency Nova Scotia Corporation, the Nova Scotia Utility and Review Board, and various energy efficiency standards and programs.

Measure Estimated Market Penetration p. p. 99
Measure Estimated Market Penetration ENERGY STAR® LED A Lamp Low (under 30%) ENERGY STAR® LED Specialty Lamp Low (under 40%) ENERGY STAR® LED Recessed Downlight Low (under 30%) ENERGY STAR® LED Fixture Low (under 30%) Dimmer Switch Unknown...

AI summary The document presents a table showing the estimated market penetration of various energy efficiency measures in Nova Scotia. Most measures have low penetration, while outdoor clotheslines have high penetration. The text notes that unknown penetrations are assumed to be low and suggests investigating the incentive for outdoor clotheslines, which may already be standard practice.

Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Pr p. pp. 100-101
Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Price – Current Incentive) Estimated 2016 PME Cost to Consumer Less than PME? Current Incentive as % of Retail Price ENERG...

AI summary The table presents the retail prices, program administrator costs (PAC), total resource costs (TRC), estimated 2016 retail prices, and cost to consumers for various energy efficiency measures, along with the current incentive as a percentage of the retail price.

Parameter Program Budget Incentive Level Threshold p. pp. 101-103
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 tables detailing the program budget incentive level thresholds for the Instant Savings Program, comparing current incentives with thresholds at different program administration expenditure levels. It notes that most current incentives are suitable, but three measures exceed the threshold.

Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Leve p. pp. 103-104
Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Level Threshold (including Program Administration Costs) ENERGY STAR® LED A Lamp 506.49 Y...

AI summary The table presents the Program Administrator Cost (PAC) for various energy efficiency measures and indicates whether the PAC exceeds the cost effectiveness incentive level threshold. For all listed measures, the PAC does not breach the threshold.

Comparison of Current Incentive to Incentive Level Thresholds p. pp. 104-105
Comparison of Current Incentive to Incentive Level Thresholds Measure Current Incentive Cost to Customer Threshold Exceeded? Program Budget Threshold Exceeded? Cost Effectiveness Threshold Exceeded? ENERGY STAR® LED A Lamp $3.00 No No No E...

AI summary The table compares current incentive levels with cost-to-customer, program budget, and cost-effectiveness thresholds for various energy efficiency measures. It proposes maintaining current incentives for most items except programmable thermostats, heavy-duty timers, and outdoor clotheslines, which require further analysis.

Identification of Parameters for Average Custom Retrofit Project p. p. 105
Identification of Parameters for Average Custom Retrofit Project The parameters for an average Custom Retrofit project were provided by EfficiencyOne. To provide multiple options for modelling, three different measure archetypes were selec...

AI summary EfficiencyOne provided parameters for an average Custom Retrofit project, selecting three measure archetypes with varying energy savings persistence. These parameters affect cost effectiveness incentive levels, with CLEAResult commenting only on average project incentives.

Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Sav p. pp. 105-106
Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Savings per Project (MWh) Average Net Peak Demand Savings per Project (kW) Energy Savings Persistence Average...

AI summary The table presents parameters for average custom retrofit projects, including energy savings, peak demand savings, NTG, energy savings persistence, and average project incentives. The data shows consistent values across different incentive level thresholds.

APPENDIX A-1: ONTARIO ELECTRICITY p. p. 111
APPENDIX A-1: ONTARIO ELECTRICITY

AI summary Appendix A-1 outlines Ontario's electricity regulatory context, listing acronyms and entities involved in energy efficiency, demand-side management, and utility regulation. Key organizations include Efficiency Nova Scotia Corporation (ENS), Nova Scotia Utility and Review Board (URB), and the American Council for an Energy-Efficient Economy (ACEEE). Topics focus on energy efficiency programs, cost methodologies, and regulatory frameworks.

ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 113
ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY Conservation programs being delivered provincially though the IESO (formerly the OPA) started in 2006, through the delivery of third tranche programs by specific LDC...

AI summary Ontario's provincial energy efficiency programs, managed by the IESO (formerly OPA), began in 2006 through LDCs. By 2007, province-wide initiatives like instant rebates ('Every Kilowatt Counts'), appliance retirement ('The Great Refrigerator Round Up'), and business incentives via partners (ERIP, BOMA, MEER) were implemented.

ONTARIO - ENERGY EFFICIENCY PROGRAMMING p. p. 114
ONTARIO - ENERGY EFFICIENCY PROGRAMMING

AI summary The document pertains to Ontario's energy efficiency programming, though no specific content or details are provided in the text. It includes a list of acronyms and entities relevant to energy regulation and efficiency initiatives.

Previous Results (Savings, Expenditure, Cost Effectiveness) p. p. 114
Previous Results (Savings, Expenditure, Cost Effectiveness) Before the current Conservation First Framework (CFF, 2015-2020), Ontario's previous cycle for efficiency programs was from 2011-2014. The following results are summarized for tha...

AI summary This section outlines the previous efficiency program cycle in Ontario, which ran from 2011-2014, prior to the Conservation First Framework (2015-2020). It provides a summary of results related to savings, expenditure, and cost effectiveness for that period.

Program Net Savings (GWh) Expenditure p. p. 114
Program Net Savings (GWh) Expenditure Appliance Retirement 58 Not available Retailer Coupons 280 Not available Heating & Cooling Incentive 174 Not available Home Assistance Program 55 Not available Other Residential Programs 5 Not availabl...

AI summary The document presents a table of energy efficiency programs with their associated net energy savings and expenditures, followed by a table showing TRC and PAC values for various program categories. The data provides insights into the performance and costs of different energy efficiency initiatives.

ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 114
ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Currently, the conservation programs in Ontario cover the residential, low income, small business, commercial and industrial, and large industrial sectors. The programs cover financ...

AI summary Ontario's conservation programs target residential, low-income, and business sectors through financial incentives, coaching, and training. Rigorous five-year evaluations have raised energy efficiency baselines, with T8 lighting now standard. Ontario recently introduced a pay-for-performance framework for LDC funding, a first in North America.

Program Name Program Area Program Measures p. p. 114
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 appendix outlines a residential program by Union Gas in Ontario that offers prescriptive incentives for energy-efficient measures purchased from participating retailers. Incentives are provided at the point of purchase and are based on the up-front cost to the customer, with cost effectiveness setting a secondary ceiling. Prior to 2010, incentives were capped at 30 percent of the retail price.

MARKET STRUCTURE OVERVIEW p. pp. 123-196
MARKET STRUCTURE OVERVIEW DSM is a core part of the conservation first policy in Ontario as per the 2013 Long-Term Energy Plan. In 2014, the Minister of Energy issued a directive to the Ontario Energy Board (OEB) for the development of a n...

AI summary DSM is integral to Ontario's conservation-first policy, with the OEB developing a 2014 framework to align natural gas DSM with electricity CDM efforts. The framework includes guiding principles for cost-effective programs, utility cost recovery, and long-term energy savings. Utilities submit annual budgets and reports, with mid-term reviews in 2018 and program evaluations starting in 2016.

Section 343 p. p. 125
- Participants in the Home Reno Rebate program - Homes built in the Optimum Home new construction program - Participants in the RunSmart and Strategic Energy Management programs

AI summary The text lists participants in various energy efficiency and home renovation programs, including the Home Reno Rebate, Optimum Home new construction, RunSmart, and Strategic Energy Management programs.

Figure 23: Union Gas Targets & Performance Metric[s](#page-125-0) 4 p. p. 125
Figure 23: Union Gas Targets & Performance Metric[s](#page-125-0) 4 Resource Acquisition Scorecard Evaluation $ 35,000 $ 35,000 $ 35,000 $ 35,000 $ 35,000 $ 175,000 Administrative costs $ 215,000 $ 210,000 $ 215,000 $ 215,000 $ 215,000 $ 1...

AI summary The document presents a detailed breakdown of Union Gas's targets and performance metrics, including budget allocations for various programs such as Home Weatherization, Furnace End-of-Life, and Multi-Family initiatives. It outlines administrative costs, evaluation expenses, and program-specific funding for low-income initiatives.

EXISTING MAIN PROGRAMS – UNION GAS [4](#page-125-1) p. p. 125
EXISTING MAIN PROGRAMS – UNION GAS [4](#page-125-1) Program Area Program Name Description Incentives Links Home Reno Rebate Program provides an audit of customer homes to identify areas of improvement and also rebates or incentives to perf...

AI summary This section outlines the Home Reno Rebate program by Union Gas, which offers home audits and incentives for energy efficiency improvements such as insulation, air sealing, and appliance upgrades. The program provides specific financial incentives for various improvements.

Figure 26: Electricity Savings from Energy Efficiency Programs F2003 - F200[7](#page-134-0) 4 p. pp. 133-134
Figure 26: Electricity Savings from Energy Efficiency Programs F2003 - F200[7](#page-134-0) 4 Cumulative Electricity Savings (GWh/year) F2003 353 358 1% F2004 610 739 21% F2005 890 1,147 29% F2006 1,177 1,391 18% F2007 1,743 1,879 8% CURRE...

AI summary Figure 26 shows cumulative electricity savings from energy efficiency programs from F2003 to F2007. The current cycle forecasts 10,610 GWh of savings per year and 1,756 MW of savings in 2020, aligning with the 2007 Energy Plan's conservation target. This forecast is based on the Conservation Potential Review (CPR) conducted in 2006 and 2007, which estimated achievable electricity savings between 6,200 and 10,800 GWh per year by 2021.

- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) p. pp. 134-138
- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) Benefits Costs Behaviour Program5 This program intends to inform and educate residential customers about their electricity...

AI summary The document outlines two residential energy efficiency programs: a Behaviour Program that encourages customers to reduce electricity consumption by 10% over a year with a financial incentive, and a Lighting Program that promotes the adoption of energy-efficient lighting products.

BACKGROUND p. pp. 138-147
BACKGROUND Efficiency Nova Scotia has contracted CLEAResult to conduct energy conservation and energy efficiency program incentive research. The project covers the following areas: - Identification of best practices for incentive rate sett...

AI summary Efficiency Nova Scotia contracted CLEAResult to research best practices for setting energy conservation and efficiency program incentives. The project involves analyzing jurisdictions with strong conservation programs, conducting interviews, and submitting findings to Nova Scotia's Utility and Review Board (UARB) for public use in optimizing energy programs.

Cost Effectiveness Testing p. p. 143
Cost Effectiveness Testing As detailed in D.14-10-046 8 , the CPUC has interpreted its mandate to deliver cost-effective energy efficiency and conservation programs as meaning that all energy efficiency portfolios of delivery agents should...

AI summary The CPUC mandates cost-effective energy efficiency programs, evaluated via TRC and PAC tests. California's Standard Practice Manual sets benchmarks, defining TRC as societal net benefits and PAC as program administrator costs. E3 provides portfolio testing models, while DEER database supports measure-level analysis.

PG&E - ENERGY EFFICIENCY PROGRAMMING p. p. 146
PG&E - ENERGY EFFICIENCY PROGRAMMING PG&E has been delivering energy efficiency programs to its customers since 1976 having kept more than 168 million metric of CO 2 out of the atmosphere based on cumulative lifecycle gross energy savings....

AI summary PG&E has implemented energy efficiency programs since 1976, achieving cumulative CO2 reductions of 168 million metric tons through lifecycle energy savings. The text highlights the environmental impact of these initiatives.

Savings p. pp. 146-147
Savings PG&E's programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2013-2015 period, PG&E managed to achieve between 110-143 percent of annual g...

AI summary PG&E exceeded energy and demand savings goals (110-143% gross energy, 130-164% demand) from 2013-2015 through programs, excluding codes & standards. Achievements highlight program effectiveness in reducing consumption and incentivizing efficiency.

All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. p. p. 147
All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. PG&E 2013-2015 Incentive-to-Administrative Spendin...

AI summary The text outlines the requirement for California Program Administrators (PAs) to deliver energy efficiency portfolios with Total Resource Cost (TRC) and Program Administrator Cost (PAC) greater than 1. It provides PG&E's historical cost effectiveness for its 2013 and 2014 program portfolios, showing TRC and PAC values for those years.

Below are individual IOU gross annual targets filled to the CPUC in R-13-11-005: p. p. 147
Below are individual IOU gross annual targets filled to the CPUC in R-13-11-005: PG&E SCE SDG&E Year IOU Programs Net C&S 17 Total IOU Programs Net C&S Total IOU Programs Net C&S Total 2016 625 611 1,236 674 631 1,304 183 143 327 2017 637...

AI summary The text presents tables showing gross annual energy efficiency targets for California Investor-Owned Utilities (IOUs) such as PG&E, SCE, and SDG&E, submitted to the California Public Utilities Commission (CPUC) under R-13-11-005. The targets are provided in both GWh and MW for the years 2016 to 2024.

APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON) p. p. 147
APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON)

AI summary This appendix discusses energy efficiency programs in Oregon and Washington, focusing on the Energy Trust of Oregon. It references regulatory frameworks, evaluation methods, and stakeholder groups involved in demand-side management and energy efficiency initiatives.

OVERVIEW p. p. 147
OVERVIEW Jurisdictional Scan State/Province Oregon, Washington Utility/Agency Energy Trust of Oregon Fuel Electricity, Natural Gas Key Contact/Interviewee Marshall Johnson Residential Sector Manager [email protected] Office:...

AI summary The document provides an overview of the Energy Trust of Oregon, including its jurisdictional scope, fuel types, and key contact information. Marshall Johnson is identified as the Residential Sector Manager, and Jonathan Houle is listed as a consultant.

Section 479 p. p. 147
The Energy Trust of Oregon serves four utilities which cover two states: - Portland General Electric (PGE), Oregon Electricity - Pacific Power, Oregon Electricity - NW Natural, Oregon & Washington Gas - Cascade Natural Gas, Oregon– Gas The...

AI summary The Energy Trust of Oregon serves multiple utilities across Oregon and Washington, including PGE, Pacific Power, NW Natural, and Cascade Natural Gas. It is regulated by the Oregon Public Utilities Commission and the Washington Utilities and Transportation Commission, with some utilities operating energy efficiency programs outside Oregon.

History p. p. 154
History In 1999, Oregon lawmakers and citizens envisioned a future with Oregon homes and businesses powered by clean, affordable energy. They established stable, consistent funding to help Oregonians invest in energy efficiency and renewab...

AI summary In 1999, Oregon established Energy Trust of Oregon (ETO) to promote clean, affordable energy through efficiency and renewables. ETO, overseen by the Oregon Public Utilities Commission since 2002, funds programs benefiting customers of four utilities across two states, focusing on cost-effective solutions and customer satisfaction.

Energy Trust of Oregon Funding p. p. 154
Energy Trust of Oregon Funding Through state legislation, tariffs and other requirements, Energy Trust is funded by customers of Portland General Electric, Pacific Power, NW Natural and Cascade Natural Gas. Customers of all four utilities...

AI summary Energy Trust of Oregon is funded through customer charges and state legislation, supporting energy efficiency and renewable programs. Key legislation includes the 1999 restructuring law (SB 1149) and SB 838 (2007), which expanded funding beyond a 3% 'public purpose charge.' Expenditures grew from $63M (2008) to $117M (2013), with savings doubling between 2009 and 2013 due to program expansion and legislative changes.

Northwest Power Plan 11 p. p. 154
Northwest Power Plan 11 The Northwest Power & Conservation Council represents the regional power planning efforts of Idaho, Washington, Oregon and Montana. The Northwest Power Act requires that the Council produce a 20-year Power Plan each...

AI summary The Northwest Power & Conservation Council, representing Idaho, Washington, Oregon, and Montana, emphasizes energy efficiency as the least-cost resource in its 20-year Power Plan. The Council prioritizes cost-effective energy efficiency to meet electricity needs, avoiding fuel price risks and carbon reduction challenges.

12 p. p. 154
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 presents electricity and natural gas savings from 2013 to 2016, showing fluctuations in energy savings. The section title 'Incentive-to-Administration Expense Ratios' suggests a focus on the financial efficiency of incentive programs relative to administrative costs.

Benefits (Avoided Costs) p. p. 158
Benefits (Avoided Costs) In the societal test, the Energy Trust will include the following benefits: - 1. The value of the electrical and/or gas energy saved based on the avoided cost forecasts of the utilities whose customers are served b...

AI summary The Energy Trust includes benefits like avoided energy costs, non-energy benefits, line losses, and gas capacity improvements in its societal test. It uses PUC-approved forecasts and applies a 10% credit under the Northwest Power Act. Non-energy benefits may use proxies until OPUC provides alternatives. Environmental impacts and utility system tests are also considered.

Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 p. p. 158
Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 Program Utility Cost Test Benefit Cost Ratio Societal (Total Resource Cost) Test Benefit Cost Ratio New Ho...

AI summary The document presents cost effectiveness results for various energy efficiency programs from the Energy Trust's 2014 Annual Report, including benefit-cost ratios for utility and societal tests across different program categories.

COST EFFECTIVENESS – NATURAL GAS p. p. 158
COST EFFECTIVENESS – NATURAL GAS The current market condition for natural gas prices (i.e., low price environment) has caused the Energy Trust and PUCs to reexamine gas measures over the last few years. The Energy Trust has been able to ca...

AI summary Low natural gas prices prompted the Energy Trust and PUCs to reevaluate gas measures using Order 94-950. The Energy Trust applies TRC thresholds (≥1.0, 0.5-0.9 with exceptions, <0.5 excluded) to maintain program infrastructure and market momentum until gas prices rise. Portfolio-level cost-effectiveness tests help manage program delivery.

Peak Demand p. p. 164
Peak Demand Electricity: 12,316 MW (2015) Gas: 1,068 MDt (2016) Electric Retail Price per kWh in 2014 for Con Ed (In Cents) Residential: 28.85 Commercial: 22.16 Industrial: 20.18 Transportation: 17.44 Retail Price per Thousand Cubic Feet i...

AI summary The text provides statistical data on peak demand, electricity and gas usage, retail prices, and energy generation sources in Nova Scotia and New York State, including breakdowns by sector and fuel type.

KEY PLAYERS p. p. 166
KEY PLAYERS

AI summary The 'KEY PLAYERS' section lists organizations, programs, and regulatory bodies involved in energy efficiency, utility regulation, and demand-side management in Nova Scotia and other regions. It includes acronyms for entities such as the Utility and Review Board, Efficiency Nova Scotia Corporation, and various energy efficiency initiatives and methodologies.

PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 p. p. 166
PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 In the 1980s to 1990s, New York State electric utilities operated large scale energy efficiency programs. The annual spending on these programs was $286 million at its peak in 1992. Total uti...

AI summary In the 1980s to 1990s, New York State electric utilities invested heavily in energy efficiency programs, spending up to $286 million annually and achieving significant energy savings. In 1996, the SBC was established with NYSERDA as the administrator, leading to a reduction in utility-led energy efficiency efforts. Other entities like NYPA, LIPA, and DHCR were also active during this time.

Figure 42: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 p. p. 166
Figure 42: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 nual Reductions Cumulative Annual Peak Non- Curtailable Electric Demand Reductions Cumulative Peak Curtailable Demand Reductions Annual Spending Electric...

AI summary The figure presents data on energy savings and program costs for NYSERDA efficiency programs from 1998 to 2009. It includes energy reductions, demand reductions, and spending for programs administered by NYSERDA on behalf of Consolidated Edison, National Fuel Gas, and National Grid.

Figure 46: Electric Savings Result 9 p. p. 170
Figure 46: Electric Savings Result 9 Program Names (Savings in MWh) Accumulated Savings to Year C&I Custom Efficiency C&I Equipment Rebate Small Business Direct Install Residential Direct Install Appliance Bounty Residential Room Air Condi...

AI summary The text presents tables detailing electric and gas savings results from various programs over the years, including accumulated savings, targets, and program-specific data. The section on 'Cost Effectiveness Testing' suggests a thematic focus on evaluating the cost-effectiveness of these programs.

Estimated Energy Savings p. p. 170
Estimated Energy Savings The Commission approves a series of technical manuals to provide a standard measure-specific approach to estimate the energy and demand savings.

AI summary The Commission has approved technical manuals to establish a standardized, measure-specific approach for estimating energy and demand savings. This action aims to ensure consistency and accuracy in assessing energy efficiency initiatives.

EXISTING PROGRAMS p. p. 170
EXISTING PROGRAMS The following are programs a part of the EEPS. Major changes are expected when the CEF portfolio is introduced.

AI summary The text outlines existing programs under the Energy Efficiency Portfolio Standard (EEPS) and notes that significant changes are anticipated with the introduction of the Clean Energy Fund (CEF) portfolio. The current programs are part of EEPS, which will undergo transformation as CEF initiatives are implemented.

Program Analysis p. p. 170
Program Analysis Initiatives Target Market Incentive Setting Methodology Residential Electric Residential customers looking to upgrade HVAC, water heater, or Rebate for HVAC systems, electric heat pump water heater, and programmable thermo...

AI summary The text outlines residential energy efficiency initiatives targeting customers looking to upgrade HVAC, water heater, or programmable thermostat systems. Incentives include rebates based on efficiency levels for specific equipment.

SUMMARY p. p. 170
SUMMARY Jurisdictional Scan State/Province New York Utility/Agency New York State Energy Research and Development Authority (NYSERDA) Fuel Electricity Key Contact/Interviewee Matthew Brown Consultant Mayuran Srikantha JURISDICTION OVERVIEW

AI summary This document provides a jurisdictional scan of New York, focusing on the New York State Energy Research and Development Authority (NYSERDA) and its involvement in electricity-related matters. Key personnel include Matthew Brown and consultant Mayuran Srikantha.

New York Public Service Commission p. p. 170
New York Public Service Commission The New York Public Service Commission regulates and oversees the electric, gas, water and telecommunication industries, as part of the Department of Public Service. In 2015, the Public Service Commission...

AI summary The New York Public Service Commission (PSC) regulates energy and telecommunications sectors, overseeing initiatives like the 2015 Reforming Energy Vision (REV) strategy. REV aims to boost energy efficiency, renewable integration, and distributed energy resources. The PSC also reviews NYSERDA's energy conservation programs and budgets.

Sources of Funding p. p. 170
Sources of Funding The Systems Benefit Charge (SBC) is the primary source of NYSERDA s funding for energy conservation programs. It was established on May 20, 1996. The funds collected from the SBC are allocated towards energy efficiency p...

AI summary The Systems Benefit Charge (SBC) is the primary funding source for NYSERDA's energy conservation programs, established in 1996 and extended in 2016. It funds the Energy Efficiency Portfolio Standard (EEPS), replaced by the Clean Energy Fund (CEF). Additional funding comes from the Regional Greenhouse Gas Initiative (RGGI) and Renewable Portfolio Standard (RPS), which support carbon abatement, renewables, and energy efficiency through allowance auctions and utility assessments.

NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 170
NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY

AI summary The document outlines NYSERDA's Energy Efficiency Program Incentive and Cost Effectiveness Policy, focusing on criteria for evaluating energy efficiency initiatives. Key entities include NYSERDA, EERS, EEPS, and SBC III, with topics centered on energy efficiency, cost-effectiveness, and incentive structures.

Cost Effectiveness Testing p. p. 170
Cost Effectiveness Testing Under the EEPS, NYSEDRA was required to conduct cost effectiveness testing at the project level. The TRC is used as the cost effectiveness test. Prior to the implementation of the EEPS, the TRC was applied at the...

AI summary Under the Energy Efficiency Portfolio Standard (EEPS), NYSERDA was required to conduct project-level cost effectiveness testing using the Total Resource Cost (TRC) method. Previously, under the Clean Energy Fund (CEF), TRC was applied at the program level, and this approach will continue post-EEPS implementation.

ENERGY EFFICIENCY PROGRAMMING p. p. 170
ENERGY EFFICIENCY PROGRAMMING Energy efficiency programs are typically set on three year funding cycles, approved by the Public Services Commission. Programs cover both the residential and commercial sectors, and cover various fuel types....

AI summary Energy efficiency programs operate on three-year funding cycles approved by the Public Services Commission, covering residential and commercial sectors with a focus on electricity conservation. The text specifies that the provided numbers pertain only to electricity conservation programs.

APPENDIX A-8: VERMONT (EFFICIENCY VERMONT) p. p. 170
APPENDIX A-8: VERMONT (EFFICIENCY VERMONT)

AI summary The document references Appendix A-8 focusing on Vermont's Efficiency Vermont program, though the provided text is limited to the heading. It appears to be part of a Nova Scotia regulatory proceeding, possibly involving energy efficiency initiatives or related regulatory considerations.

Electricity Market p. p. 170
Electricity Market The following entities make up the electricity system in Vermont. - Efficiency Vermont (Vermont Energy Investment Corporation VEIC) - Vermont Public Services Board (PSB) - ISO New England (ISO-NE) - Vermont Electric Powe...

AI summary Vermont's electricity system includes Efficiency Vermont, the PSB, ISO-NE, VELCO, and 17 utilities. Efficiency Vermont, established by the PSB in 1999, administers state-wide energy efficiency programs funded via a volumetric charge. The PSB regulates utilities and oversees the EEU Program, while ISO-NE manages New England's bulk power system. VELCO operates Vermont's transmission grid and collaborates with ISO-NE.

EFFICIENCY VERMONT –OVERVIEW p. p. 181
EFFICIENCY VERMONT –OVERVIEW

AI summary The document provides an overview of Efficiency Vermont, focusing on energy efficiency initiatives, regulatory proceedings, and related programs. Key elements include demand-side management, technical reference manuals, and regulatory bodies involved in energy efficiency standards and cost evaluations.

Utility Facts p. p. 181
Utility Facts - Serves all of Vermont, other than Burlington Electric Department customers - Over 9,500 square miles - Services population of 500,000 - Funded through energy efficiency charge collected by participating electric utilities....

AI summary The utility serves most of Vermont (excluding Burlington Electric Department customers), covering 9,500 square miles and 500,000 residents. Funding comes from an energy efficiency charge collected by participating utilities. A 2013 avoided costs report is referenced in a footnote.

Savings p. p. 186
Savings Efficiency Vermont programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2012-2014 period, Efficiency Vermont had the following results:

AI summary Efficiency Vermont programs have been successful in reducing energy consumption and promoting energy-efficient behaviors and investment decisions during the 2012-2014 period.

2012 2013 2014 2012–2014 Total p. p. 186
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 table presents energy savings, total resource benefits, and carbon dioxide emissions avoided through efficiency programs from 2012 to 2014. It also includes key quantifiable performance indicators (QPIs) such as electric savings, total resource benefits, peak demand reduction, and the ratio of gross electric benefits to spending.

Efficiency Vermont's spending for 2013 and 2014 is provided below: p. p. 186
Efficiency Vermont's spending for 2013 and 2014 is provided below: Prior Year Current Year 2014 Cumulative starting 1/1/12 Cumulative starting 1/1/12 # participants with installations 37,483 54,135 131,094 131,094 Operating Costs Administr...

AI summary Efficiency Vermont's spending for 2013 and 2014 is detailed, showing increases in operating and incentive costs, with a focus on participant and trade ally incentives. The data also includes metrics like MWh savings and cost-effectiveness ratios.

Section 580 p. p. 186
Efficiency Vermont is not held to a direct cost effectiveness metric, but the plan must meet associated savings, spending and total resource benefit targets. The annual savings verification process captures program to these targets. The la...

AI summary Efficiency Vermont is required to meet specific savings, spending, and total resource benefit targets, although it is not held to a direct cost effectiveness metric. An independent audit for the 2011-2013 period verified the program's performance against these targets.

FUTURE TARGETS p. p. 186
FUTURE TARGETS The 2015-2017 period has a savings target of 321,800 MWh, with an associated electricity savings resource acquisition budget of just over $130 million. The total budget for Efficiency Vermont's budget which included revenues...

AI summary The 2015-2017 period has a savings target of 321,800 MWh with a $130 million budget. Efficiency Vermont's total budget of $174 million includes revenues from the efficiency charge, Regional Greenhouse Gas Initiative (RGGI), ISO-NE Forward Capacity market, and performance fees.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 190
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.

GEOGRAPHIC DEFINITIONS p. p. 190
GEOGRAPHIC DEFINITIONS Efficiency Maine is the body that incents energy efficiency practices in the state of Maine, USA. They are responsible for developing, planning, coordinating and implementing energy efficiency and alternative energy...

AI summary Efficiency Maine is the organization responsible for promoting energy efficiency and alternative energy programs in Maine, USA. It oversees the development, planning, coordination, and implementation of initiatives related to electric and gas fuel programs across the state.

Figure 53: Natural Gas Consumption (Maine) 8 p. p. 195
Figure 53: Natural Gas Consumption (Maine) 8 2010 2011 2012 2013 2014 2015 Total Consumption 77,575 71,690 68,266 64,091 60,661 Pipeline & Distribution Use 1,753 2,399 762 844 1,300 Volumes Delivered to Consumers 75,821 69,291 67,504 63,24...

AI summary Figure 53 presents natural gas consumption data in Maine from 2010 to 2015, including total consumption, pipeline and distribution use, and consumption by sector (residential, commercial, industrial, and vehicle fuel). Figure 54 shows customer rates for natural gas in 2014, with Efficiency Maine providing rates for residential, commercial, and industrial sectors.

Figure 56: 2011-2015 Electric Savings Result 11 p. pp. 196-197
Figure 56: 2011-2015 Electric Savings Result 11 Year Total (GWh) 2011 173.5 2012 226 2013 134 2014 162 2015 224 Total 919.5 10 Efficiency Maine, "2010 Annual Report,[" http://www.efficiencymaine.com/docs/EMO16444\_AnnualReport\_2010.pdf](h...

AI summary Figure 56 presents electric savings results from 2011 to 2015, showing fluctuations in total energy savings over the years, with a cumulative total of 919.5 GWh. The data is sourced from Efficiency Maine's 2010 Annual Report.

Section 605 p. p. 197
11 Efficiency Maine, captured from Efficiency Maine's "Annual Reports" between 2011-2015

AI summary The text references Efficiency Maine's Annual Reports from 2011 to 2015, providing data captured from these reports. The reference is cited with a URL for further information.

Figure 57: 2011-2015 Gas Savings Result [11](#page-197-0) p. pp. 197-198
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 Figure 57 shows gas savings from 2011 to 2015, totaling 80,242 MMBtu. Figure 58 presents electricity savings data from various programs, including business and consumer initiatives, along with costs, benefits, and efficiency ratios.

TRC and PACT p. p. 198
TRC and PACT Both TRC and PACT tests are presented in Efficiency Maine's annual reports. However, only TRC is used to evaluate performance. PACT is used for program planning/stakeholder relationships. TRC and PACT by Efficiency Maine is ba...

AI summary Efficiency Maine uses TRC (Total Resource Cost) for performance evaluation and PACT (Program Administrator Cost) for planning/stakeholder engagement. TRC requires a net savings threshold >1.0 at the measure level, based on a 2008 EPA resource. PACT is not used for performance testing.

Avoided Costs p. p. 198
Avoided Costs TRC: The benefits included are the avoided costs of energy. Efficiency Maine participated in the AESC Study Group, which partnered with Tabors Caramanis Rudkevich for a study on marginal energy supply costs that are avoided d...

AI summary The text discusses avoided costs from energy efficiency programs, focusing on benefits like reduced resource requirements, infrastructure costs, and market price impacts. Efficiency Maine collaborated on a study with Tabors Caramanis Rudkevich to assess marginal energy supply costs, used for cost-effectiveness testing. Key components include avoided retail capacity, energy, RPS compliance costs, and gas production reductions.

2. Technical Reference Manual p. p. 198
2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine utilizes Residential and Commercial Technical Reference Manuals (TRMs) to document energy and demand savings calculations for energy efficiency measures, including associated technology information and assumptions.

Figure 63: Electric Program Expenditures 2015 [12](#page-198-0) p. p. 198
Figure 63: Electric Program Expenditures 2015 [12](#page-198-0) Program Incentive Delivery Total Home Energy Savings Program (Residential) Residential customers who are looking to weatherize, reduce GHG, and improve overall energy efficien...

AI summary Figure 63 outlines electric program expenditures in 2015, detailing incentives for residential energy efficiency programs, including air sealing, insulation, heating systems, and financing options such as PACE and unsecured energy loans.

190 p. p. 198
190 Name Target Market Incentive Information Other efficiency upgrades: $500 for any of; Insulate box sills, seal mobile home underbelly, repair/insulate/seal door or hatch, seal/insulate heat ducts or pipes, additional six hours of air se...

AI summary The document outlines various residential energy efficiency programs, including incentives for heat pump water heaters and appliance rebates. These programs aim to encourage energy-efficient upgrades and purchases among residential customers.

Overview of Electricity Market p. pp. 198-209
Overview of Electricity Market The following entities make up the electricity system in Massachusetts. - National Grid - Massachusetts Government: Office of Energy and Environmental Affairs: Department of Public Utilities (DPU) - Mass Save...

AI summary The electricity system in Massachusetts includes National Grid, the Department of Public Utilities (DPU), Mass Save, ISO New England, and other utilities. National Grid, an investor-owned utility, submits energy efficiency plans to the DPU, which oversees utilities to ensure reliable, low-cost service and safety. The DPU develops regulatory alternatives and monitors utility performance.

MASSACHUSETTS ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 210
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, mandated by the Green Communities Act to prioritize cost-effective measures. Targets include 2.6% retail sales (2015) and 4,122 GWh savings (2016-2018). Funding comes from charges, capacity markets, cap-and-trade, and surcharges, with 10% allocated to low-income programs.

NATIONAL GRID – UTILITY OVERVIEW p. p. 210
NATIONAL GRID – UTILITY OVERVIEW

AI summary The document provides an overview of National Grid's utility operations in Nova Scotia, referencing regulatory frameworks, energy efficiency programs, and related acronyms. Key entities include Nova Scotia Utility and Review Board (URB), Efficiency Nova Scotia Corporation (ENSC), and various energy efficiency initiatives.

NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING p. p. 210
NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING

AI summary The document pertains to National Grid's energy efficiency programming initiatives, likely involving regulatory proceedings. Key focus areas include demand-side management, program evaluation, and compliance with energy efficiency standards. The context includes references to regulatory bodies, evaluation methodologies, and industry stakeholders.

Savings and Expenditure 101 p. p. 210
Savings and Expenditure 101 In the 2013-2015 cycle, National Grid achieved the following savings with the associated expenditures. These savings and expenditures have not been through the full EM&V process yet and have not been finalized.

AI summary In the 2013-2015 cycle, National Grid achieved certain energy savings with associated expenditures. These figures have not undergone the full EM&V process and remain unfinalized.

National Grid 2013-2015 Savings and Expenditure p. p. 210
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 table presents National Grid's energy savings and expenditures from 2013 to 2015, categorized by sector (Residential, Low Income, Commercial & Industrial). It also outlines the incentive to total program spending ratios and spending per kWh ratios for each sector.

INCENTIVE LEVEL SETTING METHODOLOGY p. p. 210
INCENTIVE LEVEL SETTING METHODOLOGY National Grid uses the following principles for incentive setting methodology for the electricity efficiency programs: - Customer market research - Technology research 101 Data from Masssavedata.com 102...

AI summary National Grid outlines its incentive level setting methodology for electricity efficiency programs, emphasizing customer market research, technology research, supply chain discussions, top-down potential analysis, and bottom-up participation analysis. References include data from Masssavedata.com and Massachusetts energy plans from 2013-2015 and 2016-2018.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 210
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 and instant price discounts for energy-efficient lighting and appliances. These programs aim to promote energy efficiency and reduce energy consumption.

High Level Specifications p. p. 210
High Level Specifications

AI summary The document provides a list of acronyms and their expansions related to energy efficiency, regulatory proceedings, and utility management in Nova Scotia and other jurisdictions. It serves as a reference for terminology used in regulatory analyses and proceedings.

1. Measure Library Section (from TRM process recommendation in report) p. p. 210
1. Measure Library Section (from TRM process recommendation in report) This section should include the details of each measure in the portfolio, or measures being considered. - Efficient Technology Name; - Efficient Technology Description;...

AI summary The Measure Library Section outlines required data points for evaluating energy efficiency measures, including technology details, cost estimates, penetration forecasts, and program parameters. It emphasizes quantifying energy savings, cost-effectiveness, and program-specific thresholds for incentive eligibility.

Inputs p. p. 210
Inputs - Avoided Supply Costs (energy and capacity); - Local Avoided Supply Costs (energy and capacity); - Fixed Program Administration Costs; - Year of Implementation; - Measure Participation; - Variable Costs; - Annual Operating Costs (F...

AI summary The document outlines key inputs for evaluating energy efficiency programs, including avoided supply costs, program administration expenses, measure participation rates, energy savings persistence, and financial factors like discount and inflation rates. These parameters inform cost-benefit analyses and program effectiveness assessments.

Outputs p. p. 210
Outputs - Total Gross Energy Savings; - Total Gross Demand Reduction; - Total Net Energy Savings; - Total Net Demand Reduction; - TRC Benefits; - TRC Costs; - TRC Net Benefits; - TRC Ratio; - PAC Benefits; - PAC Costs; - PAC Net Benefits;...

AI summary The document outlines key outputs from a regulatory proceeding, including energy and demand savings metrics, TRC (Total Resource Cost) and PAC (Program Administrator Cost) analyses, and cost ratios. These outputs evaluate the financial and operational impacts of energy efficiency initiatives.

69773Incentive Setting Methodology and CLEAResult Report and EfficiencyOne Implementation Plan - Second Revision - Redline Version 137 passages
EfficiencyOne p. p. 0
EfficiencyOne IN THE MATTER OF The Public Utilities Act , R.S.N.S. 1989, c.380, as amended. - and - IN THE MATTER OF An Application pursuant to Subsection 79J(3) of the Public Utilities Act for Approval of the 2016-2018 Supply Agreement fo...

AI summary The document pertains to a regulatory proceeding under the Public Utilities Act, R.S.N.S. 1989, c.380, concerning an application for approval of a 2016-2018 supply agreement focused on electricity efficiency and conservation activities.

Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan p. p. 0
Incentive Setting Methodology: CLEAResult Report & EfficiencyOne Implementation Plan FILED June 30, 2016 REVISED March 31, 2017 SECOND REVISION May 11, 2017

AI summary The document outlines the incentive-setting methodology for Nova Scotia's regulatory proceeding, referencing the CLEAResult Report and EfficiencyOne Implementation Plan. It includes filing and revision dates (June 2016, March 2017, May 2017) and is part of a regulatory process involving energy efficiency initiatives.

Preamble p. pp. 0-202
The following pages provide: - i) a brief background of the genesis of the Report and the stakeholder consultation process followed throughout the project's scoping, procurement and review stages; - ii) a summary of the Report's three main...

AI summary EfficiencyOne provides a report with three main recommendations and an implementation plan, requesting the Nova Scotia Utility and Review Board to accept the report and plan. The report aims to enhance the process for setting incentives.

1.1 Background p. p. 0
1.1 Background During the 2016-2018 DSM Resource Plan regulatory process, Intervenor discussion emerged on the appropriateness of EfficiencyOne's incentive levels for Efficiency Nova Scotia electricity efficiency programs. As a consequence...

AI summary During the 2016-2018 DSM Resource Plan regulatory process, Intervenors raised concerns regarding the appropriateness of EfficiencyOne's incentive levels for Efficiency Nova Scotia electricity efficiency programs. In response, the Nova Scotia Utility and Review Board (UARB) directed EfficiencyOne to conduct research and submit recommendations for a more rigorous incentive program by June 30, 2016. EfficiencyOne developed a Scope of Work, incorporated feedback from the DSM Advisory Group (DSMAG), and initiated a request for proposals (RFP) process, ultimately selecting CLEAResult as the successful proponent in January 2016.

& lt;sup>6 Comments were received from Synapse, Nova Scotia Power Inc., the Industrial Group, and the Small Business Advocate. p. p. 0
& lt;sup>6 Comments were received from Synapse, Nova Scotia Power Inc., the Industrial Group, and the Small Business Advocate. 1 2. SUMMARY OF CLEARESULT'S RECOMMENDATIONS 2 3 CLEAResult's findings indicate that EfficiencyOne's incentive s...

AI summary CLEAResult's findings indicate that EfficiencyOne's incentive setting methodology aligns with other jurisdictions and follows recommended principles. CLEAResult proposes three main areas of improvement, including updating assumptions for various technologies and implementing a TRM approach for further support in technology research.

1 EfficiencyOne commits to developingdeveloped a market research plan for p. p. 0
1 EfficiencyOne commits to developingdeveloped a market research plan for 2 2017-2018 within the first quarter of 2017 to address CLEAResult's 3 recommendations. 4 5 EfficiencyOne is currently determining the best approach for conducting 6...

AI summary EfficiencyOne is working on developing a market research plan and an electronic TRM as recommended by CLEAResult. They are also creating a consolidated calculator for incentive design purposes. These initiatives are part of their commitment to improve energy efficiency programs and data management systems.

1 5. CONCLUSION p. p. 0
1 5. CONCLUSION 2 EfficiencyOne is satisfied with the recommendations and conclusions presented 3 by CLEAResult. The work of further optimizing EfficiencyOne's incentives is a 4 work in progress, and to a degree will always remain so, due...

AI summary EfficiencyOne is satisfied with CLEAResult's recommendations and conclusions. The company acknowledges that optimizing its incentive programs is an ongoing process, requiring continuous improvement in design and revision. The report is seen as a valuable tool to enhance EfficiencyOne's incentive-setting practices.

Jurisdictional Scans p. p. 0
Jurisdictional Scans CLEAResult undertook jurisdictional scans of various provincial and state utilities and energy efficiency agencies to: - 1) identify the incentive level setting methodologies and best practices in other jurisdictions;...

AI summary CLEAResult conducted jurisdictional scans to identify incentive level methodologies and best practices in energy efficiency programs, focusing on geographical similarity, portfolio maturity, and ACEEE recognition. The study used primary and secondary research to compare Nova Scotia's programs with others, resulting in benchmarking metrics for ENS's incentives.

Study of Nova Scotia's Market p. p. 0
Study of Nova Scotia's Market To tailor the final findings to Nova Scotia's market, efforts were taken to understand the current landscape of energy efficiency programming, from both the perspective of EfficiencyOne and other major stakeho...

AI summary The study examines Nova Scotia's energy market, focusing on energy efficiency programs, electricity supply/demand forecasts, demographic factors, and regulatory structures. It incorporates stakeholder perspectives, including EfficiencyOne, and reviews current policies to inform incentive-setting for ENS programs.

Analysis and Recommendations p. p. 0
Analysis and Recommendations The final analysis included a review of the theoretical underpinnings of incentive setting methodologies and established a framework, informed by jurisdictional best practices, on which CLEAResult's recommendat...

AI summary The analysis reviews incentive-setting methodologies for energy efficiency programs, establishing a framework applicable to Nova Scotia's market. It compares existing methods in ENS programs with recommendations, noting financing options as alternatives to upfront incentives. An Excel tool was developed to aid EfficiencyOne in setting or modifying incentives.

Incentive Setting for Energy Efficiency Programs p. p. 0
Incentive Setting for Energy Efficiency Programs Energy conservation programs feature different types of incentives to attract participation. The underlying theory behind the design of energy conservation programs is that some energy effic...

AI summary Energy conservation programs use financial, convenience, and educational/technical assistance incentives to overcome barriers like cost, time, and lack of knowledge. Financial incentives are emphasized as a key component in jurisdictions studied to encourage energy-efficient choices for residential and business customers.

MARKET TRANSFORMATION p. pp. 0-30
MARKET TRANSFORMATION The ACEEE defines market transformation as the "strategic process of intervening in a market to create lasting change in market behaviour by removing identified barriers or exploiting opportunities to accelerate the a...

AI summary The text defines market transformation as a strategic process to change market behavior through removing barriers to adopt cost-effective energy efficiency. It references the technology adoption curve, emphasizing the importance of timing incentives based on technology maturity. Incentives are crucial during 'The Chasm' phase and until the late majority period, with adjustments needed as programs progress.

INCENTIVE SETTING THEORY p. p. 30
INCENTIVE SETTING THEORY Incentive setting for energy efficiency programs is a form of price setting, with some unique characteristics. The discussed theory is based on CLEAResult's knowledge and experience with conducting program design a...

AI summary Incentive setting for energy efficiency programs is a form of price setting with unique characteristics, based on CLEAResult's experience and industry discussions. The theory emphasizes program design and incentive mechanisms in energy efficiency initiatives.

APPLICATION TO ENERGY EFFICIENCY PROGRAMS p. p. 32
APPLICATION TO ENERGY EFFICIENCY PROGRAMS As mentioned, incentive setting in energy efficiency programs is a unique form of price setting. For incentive setting in energy efficiency programs, the perceived value to the customer is the driv...

AI summary The document discusses challenges in setting incentives for energy efficiency programs, emphasizing the importance of balancing customer-perceived value and return on investment. It highlights systemic risks due to limited compliance checks and advocates for methodologies and review protocols to ensure appropriate pricing and program effectiveness.

PARTICIPANT PERCEIVED VALUE p. p. 32
PARTICIPANT PERCEIVED VALUE The determination of the participant perceived value is an evaluation of factors from the participant's perspective. For energy efficiency programs, participant perceived value leads to the motivation to partici...

AI summary Evaluation of participant perceived value in energy efficiency programs, emphasizing the need for incentives aligned with customer motivations beyond financial considerations.

Scenario General Description p. p. 32
Table 2: Incremental Equipment Cost Scenarios Scenario General Description A customer may decide to make a new purchase for a technology or service. There is not a current technology or service in use. For example, if a customer purchases...

AI summary This table outlines scenarios for incremental equipment costs, focusing on situations where a customer makes a new purchase or installation. It describes how the standard technology is determined, often based on market popularity or the absence of existing technology.

Broader Considerations as Related to Participant Perceived Value p. p. 32
Broader Considerations as Related to Participant Perceived Value In the real world, determining participant perceived value during price-setting should not be thought of as a precise science that is only based on financial quantification....

AI summary Determining participant perceived value during price-setting and incentive-setting in energy efficiency programs involves broader considerations beyond financial quantification. While financial lenses (e.g., retail price, project costs) are relevant, non-quantifiable factors also influence perceived value. Key activities and processes are recommended to address both financial and broader considerations in incentive design.

RETURN ON INVESTMENT p. p. 32
RETURN ON INVESTMENT The determination of the return on investment is an evaluation of factors from the program administrator's and broader society's perspective. For efficiency programs, return on investment is based on two general consid...

AI summary The ROI evaluation considers program administrator and societal perspectives, focusing on cost effectiveness and budget impact for efficiency programs.

Cost Effectiveness p. p. 32
Cost Effectiveness Cost effectiveness is usually determined using a benefit-cost analysis which explicitly or implicitly compares the cost of energy efficiency to other electricity or natural gas supply resources and may include other cons...

AI summary The text discusses cost effectiveness determination through benefit-cost analysis, comparing energy efficiency to other resources. It highlights the use of Total Resource Cost (TRC) and Program Administrator Cost (PAC) tests, as well as unit costs based on lifetime energy savings below a target value as indicators.

Cost Effectiveness Test General Description and Features p. p. 32
Table 4: Cost Effectiveness Tests and Relationship to Incentive Setting from a Return on Investment Perspective Cost Effectiveness Test General Description and Features Implication for Incentive Setting The TRC is an evaluation of the tota...

AI summary This table outlines the Total Resource Cost (TRC) method for evaluating cost-effectiveness in programs, considering both utility and participant benefits and costs. It explains that TRC does not directly include incentives but accounts for them as a subset of participant costs, provided the incentive is less than the participant cost. Program administration costs are also considered separately.

Unique Combination Customer Cost Considered Rationale for Selection p. p. 32
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 table outlines different customer cost considerations for various replacement scenarios, such as residential LED lamp purchases and commercial chiller replacements. It explains that residential customers focus on retail price for small purchases, while larger purchases involve project costs, incremental equipment costs, and payback analysis.

INCENTIVE RATE REVIEW PROTOCOL p. p. 45
INCENTIVE RATE REVIEW PROTOCOL After determining incentive values by analyzing the considerations that determine the two influences (perceived value, return on investment) of incentive setting, the final requirement is to establish and fol...

AI summary The document outlines a periodic review protocol for incentive rates in energy efficiency programs, emphasizing the need for regular assessments based on market dynamics, stakeholder engagement, and technology evolution. Reviews should occur annually or biennially, with more frequent checks for rapidly changing technologies. Factors like customer pricing, technology penetration, and financial impacts are central to the evaluation process.

Jurisdictional Research p. p. 45
Jurisdictional Research

AI summary Jurisdictional research focuses on Nova Scotia's regulatory framework, involving energy efficiency programs and cost methodologies. Key entities include the Nova Scotia Utility and Review Board (UARB) and the Demand Side Management Advisory Group (DSMAG).

JURISDICTION IDENTIFICATION AND SELECTION p. p. 45
JURISDICTION IDENTIFICATION AND SELECTION The selected jurisdictions were as follows: - Ontario (IESO); - Ontario (Union Gas); - British Columbia (BC Hydro); - California (PG&E); - Oregon (Energy Trust of Oregon); - Washington (Energy Trus...

AI summary The jurisdictions selected for comparison include Ontario, British Columbia, California, Oregon, Washington, New York, Vermont, Maine, and Massachusetts, chosen for their best-in-class status, similar size, market structure, energy efficiency policies, program delivery models, and climate to Nova Scotia.

BEST-IN-CLASS p. pp. 45-49
BEST-IN-CLASS In Canada, Ontario and British Columbia have the largest energy efficiency budgets and the longest history of designing and delivering energy conservation programs. They are also usually considered the leading provinces for p...

AI summary The document highlights Ontario and British Columbia as leading provinces in energy efficiency with large budgets and long-term programs. It references the ACEEE 2015 Scorecard, noting that most American jurisdictions rank top except Maine, emphasizing their commitment through Energy Efficiency Resource Standards (EERS).

SIZE, STRUCTURE AND CLIMATE p. p. 49
SIZE, STRUCTURE AND CLIMATE Vermont, Maine and National Grid in Massachusetts all serve a similar population to ENS's programs. In terms of budget magnitudes, stock and sales data, and electricity savings targets, their similarity in size...

AI summary The document compares ENS's energy efficiency programs with those in Vermont, Maine, and Massachusetts due to similar population sizes and structures. Other jurisdictions with different systems, like BC Hydro and NYSERDA, were selected for diverse environments. Union Gas was included for a natural gas perspective, and Maine, Vermont, and Massachusetts were chosen for their climate similarity to Nova Scotia, affecting HVAC and building technologies.

FINDINGS AND IDENTIFIED BEST PRACTICES p. pp. 49-50
FINDINGS AND IDENTIFIED BEST PRACTICES Our jurisdictional research has shown that the majority of jurisdictions employ similar methodologies and approaches to setting incentives. All of the jurisdictions have broad program design, TRM and/...

AI summary The document outlines findings and best practices for setting energy efficiency incentives, noting that most jurisdictions use similar methodologies. While there is no single consolidated process, general frameworks and best practices are identified, with a focus on detailed nuances rather than high-level steps already performed by EfficiencyOne.

Figure 7: Identified Incentive Setting Best Practices Methodology p. p. 50
Figure 7: Identified Incentive Setting Best Practices Methodology 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 ra...

AI summary Figure 7 outlines a methodology for identifying best practices in incentive setting, emphasizing the importance of technology research and benchmarking. It highlights the role of technical reference manuals (TRMs) and similar documents in providing standardized methods for calculating energy and demand savings across jurisdictions.

Review of Nova Scotia's Electricity System and Market p. p. 50
Review of Nova Scotia's Electricity System and Market

AI summary The document outlines a review of Nova Scotia's electricity system and market, with context provided on relevant acronyms and organizations involved in energy regulation and efficiency initiatives.

HISTORICAL RESULTS AND COMPARISON TO OTHER JURISDICTIONS p. p. 50
HISTORICAL RESULTS AND COMPARISON TO OTHER JURISDICTIONS We provide ENSC's historical portfolio savings from 2010-2014 below, along with a unit cost (first year energy savings), scale of relative effort, and a proxy for "residential custom...

AI summary The text presents ENSC's historical portfolio savings from 2010-2014, including unit costs, effort scale, and a proxy for residential customer motivation compared to other jurisdictions. It highlights data-driven analysis of energy efficiency program performance and cross-jurisdictional benchmarks.

Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit p. p. 50
Year Residential Energy Savings (GWh) Business, Not for Profit and Institutional Savings (GWh) Residential Demand Reduction (MW) Business, Not for Profit and Institutional Demand Reduction (MW) Fully Allocated Residential Expenditure ($ mi...

AI summary The document presents two tables showing energy savings and expenditures by year for residential and business sectors, as well as unit costs of conservation and energy savings percentages compared to retail sales in various jurisdictions. The data highlights historical performance and cost metrics for energy efficiency programs.

EFFICIENCY GOALS p. p. 50
EFFICIENCY GOALS As per the Electricity Efficiency and Conservation Restructuring (2014) Act, "Nova Scotia Power Incorporated shall undertake cost-effective electricity efficiency and conservation activities that are reasonably available i...

AI summary The Electricity Efficiency and Conservation Restructuring (2014) Act mandates Nova Scotia Power Incorporated to implement cost-effective electricity efficiency and conservation activities aimed at reducing costs for its customers.

OTHER CONSIDERATIONS p. p. 50
OTHER CONSIDERATIONS Through the most recent program evaluation process, ENS has identified that some educational initiatives are incurring savings attribution issues, and have received tentative disallowance. This specifically was the cas...

AI summary ENS faces savings attribution issues in educational initiatives like HER, leading to tentative disallowance. Shifting to educational incentives may be challenging. ENS uses average wattage instead of dual baselines for energy savings, which may hinder lifetime savings tracking.

Program Name Program Offer and Incentive Structure p. p. 50
Table 15 : ENS Program Overview Program Name Program Offer and Incentive Structure Type of Program (for CE modelling purposes) Residential Profile An online assessment tool is provided for customers to enter information about their home an...

AI summary The table outlines two ENS programs: the Residential Profile, which offers a free online energy assessment tool with no direct incentives, and the Instant Savings program, which provides immediate discounts on energy-efficient products for residential customers.

Low Income Program Plans p. p. 50
Low Income Program Plans ENS's DSM portfolio currently does not feature an electricity DSM program exclusively directed towards the low income sector. However, there are plans for an energy efficiency incentive offering to this sector. CLE...

AI summary Efficiency Nova Scotia (ENS) plans to develop a low-income electricity demand-side management (DSM) program, modeled after SBES, to provide building-wide energy efficiency upgrades for affordable rental housing. The pilot would remove SBES's 350,000 kWh cap and include 100% audit coverage with rebates for insulation, HVAC, and other measures, while implementing funding caps at the landlord and project levels.

18 Email Communication from EfficiencyOne Program Management Staff – May 25, 2016 p. p. 50
18 Email Communication from EfficiencyOne Program Management Staff – May 25, 2016 Program Identified Barriers Incentive Strategy Home Energy Assessment 1) Residential customers lack knowledge about the potential for savings in their homes....

AI summary The email discusses barriers to residential participation in the Home Energy Assessment program, including lack of knowledge and concerns about upfront costs, and outlines incentive strategies such as subsidized assessments and financial incentives for installing energy-efficient measures.

SUMMARY OF RECOMMENDATIONS p. p. 50
SUMMARY OF RECOMMENDATIONS - 1. It is recommended that EfficiencyOne consider all of the general principles for incorporation into an incentive setting process. - CLEAResult has provided a documented, incentive setting process (that incorp...

AI summary The summary recommends EfficiencyOne adopt CLEAResult's documented incentive-setting process, update technology assumptions through research, implement a TRM approach, develop a consolidated calculator for analysis, and conduct financial simulations of current incentives. Key focus areas include energy efficiency measures, program design, and cost-effectiveness metrics.

GENERAL PRINCIPLES FOR INCENTIVE RATE SETTING p. p. 50
GENERAL PRINCIPLES FOR INCENTIVE RATE SETTING Based on CLEAResult's experience and research on best practices, it is recommended that any incentive level setting methodology should include the following general principles to understand: -...

AI summary The document outlines five general principles for incentive rate setting, emphasizing customer motivations, technology savings, supply chain considerations, financial impacts, and jurisdictional benchmarking. These principles aim to guide effective incentive level methodologies based on CLEAResult's research and best practices.

Price Sensitivity Research p. p. 50
Price Sensitivity Research Price sensitivity is usually defined as the affect the price for a product or service has on the consumers' motivation to purchase it. For incentive setting in energy efficiency and conservation programs, it is i...

AI summary Price sensitivity research in energy efficiency programs focuses on understanding consumer behavior to set optimal incentives. It highlights the complexity of determining price elasticity due to heterogeneous consumer groups and emphasizes methods like Van Westendorp's Price Sensitivity Meter for approximate insights.

TECHNOLOGY RESEARCH p. p. 70
TECHNOLOGY RESEARCH Technology research can provide both the basis for the value of the incentive investment through understanding the energy savings and it can provide insight into how often the incentive should be reviewed. It is very im...

AI summary The document outlines parameters for technology research in energy efficiency, including technology details, costs, and penetration estimates. It emphasizes the importance of reviewing these parameters to adjust incentives, suggesting that high penetration (over 50%) may warrant reducing or eliminating incentives. The TRM process and Program Evaluations are used to update this information annually or bi-annually.

GENERAL PORTFOLIO SUMMARY FOR CURRENT AND RECOMMENDED ACTIVITIES p. p. 72
Understand Customer Motivation and Barriers for Participation Currently, EfficiencyOne uses four different methods to understand customer motivation and barriers to participation: 1. Market research to assess customer awareness of programs...

AI summary EfficiencyOne uses four methods to understand customer motivation and barriers to participation, including market research, annual surveys, active program management, and specialized research. The recommendation includes continuing these methods, introducing an annual survey on key technologies, and addressing affordability concerns due to rising electricity prices.

& lt;sup>22 Our Electricity Future: Nova Scotia's Energy Plan 2015-2020, Nova Scotia Department of Energy, Available: p. p. 72
Un de d Te hn log ta rs n c o y Sa ing Pr ice d v s, a n Ma ke Pe ion t tra t r ne E f f ic ien On ly de ds nt ta cy e c ur re un rs n hn log ing ice d m ke tec t o y sa v s, p r a n ar ion hro h t hre d i f fer tra t t t a p en e ug e en...

AI summary The document discusses energy efficiency programs aimed at reducing electricity costs and improving energy use through targeted initiatives, including reviews, specialized research, and collection of pricing information. Efficiency Nova Scotia is highlighted as responsible for managing these programs and ensuring their effectiveness.

For the Instant Savings Program, CLEAResult has the following recommendations: p. p. 83
Un de d ta rs n Te hn log Sa ing c o s, y v Pr ice d Ma ke t a n r Pe ion tra t ne Fo Ins Sa ing E f f ic ien On ins de d ing f t hn log ing ice ta nt ta r v s, cy e g a a n un rs n o ec o y sa v s, p r d p ion hro h t he fo l low ing iv i...

AI summary The document outlines recommendations for the Instant Savings Program by CLEAResult, focusing on energy efficiency and cost-saving initiatives. It highlights various areas such as target setting, evaluation, industry engagement, and specific studies conducted in 2014 to improve energy efficiency and reduce costs.

For the Custom Program, CLEAResult has the following recommendations: p. p. 83
T hro h l p E f f ic ien On ha t, ug g en er a rog ra m ma na g em en cy e s bu ine de lop ho i b le for nt s ss ve me ma na g er s w a re res p on s j T he bu ine de lop to nt ma or cu s me rs. s ss ve me ma na g er s ar e fre ly in it h...

AI summary The text discusses CLEAResult's recommendations for the Custom Program, emphasizing energy efficiency, business development, and customer engagement. It highlights the importance of managing energy use, improving customer service, and implementing initiatives that benefit both businesses and residents.

For the Home Energy Assessment program, CLEAResult has the following recommendations: p. p. 83
For the Home Energy Assessment program, CLEAResult has the following recommendations: Ge l Pr inc ip le ne ra Cu Ac iv it ies nt t rre Re de d Ac iv it ies t co m me n

AI summary The document outlines CLEAResult's recommendations for the Home Energy Assessment program, focusing on key principles and activities related to the program's implementation and improvement.

Program Financial Simulation Analysis p. p. 83
Program Financial Simulation Analysis

AI summary The document outlines a Program Financial Simulation Analysis, though specific details are not provided in the text. It references regulatory and energy efficiency-related acronyms, suggesting the analysis may involve utility regulation, demand-side management, and cost methodologies.

Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Pr p. p. 83
Measure 2014 Retail Price 2014 PMI 2014 PME Estimated 2016 Retail Price 2016 Cost to Consumer (Estimated 2016 Retail Price – Current Incentive) Estimated 2016 PME Cost to Consumer Less than PME? Current Incentive as % of Retail Price ENERG...

AI summary The table outlines the cost to customers for various energy efficiency measures, including retail prices, incentives, and estimated costs in 2016. It highlights the impact of incentives on reducing the cost to consumers for items like LED lamps, motion sensors, and thermostats.

Each measure in the Instant Savings program has its associated program budget incentive level threshold listed below. p. p. 83
Each measure in the Instant Savings program has its associated program budget incentive level threshold listed below. Measure Current Incentive ($) Per Unit Net Energy Savings (kWh) Program Budget Incentive Level Threshold at 30% Program A...

AI summary The Instant Savings program outlines various energy efficiency measures with their corresponding incentive levels, energy savings, and program budget thresholds. The table compares current incentives with budget thresholds at different administration expenditure levels.

Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Leve p. p. 83
Measure PAC of Current Incentive Level (including Program Administration Costs) Is PAC of Current Incentive Greater than Cost Effectiveness Incentive Level Threshold (including Program Administration Costs) ENERGY STAR® LED A Lamp 506.49 Y...

AI summary The table outlines the Participant Cost (PAC) of current incentive levels for various energy efficiency measures, including program administration costs, and indicates whether these costs exceed the Cost Effectiveness Incentive Level Threshold.

Comparison of Current Incentive to Incentive Level Thresholds p. p. 83
Comparison of Current Incentive to Incentive Level Thresholds Measure Current Incentive Cost to Customer Threshold Exceeded? Program Budget Threshold Exceeded? Cost Effectiveness Threshold Exceeded? ENERGY STAR® LED A Lamp $3.00 No No No E...

AI summary This table compares current incentive levels for various energy efficiency measures against thresholds for cost to customer, program budget, and cost effectiveness. Most measures do not exceed any thresholds, but a few, like the Heavy-Duty Timer and Programmable Thermostat, exceed the cost to customer threshold.

Identification of Parameters for Average Custom Retrofit Project p. p. 83
Identification of Parameters for Average Custom Retrofit Project The parameters for an average Custom Retrofit project were provided by EfficiencyOne. To provide multiple options for modelling, three different measure archetypes were selec...

AI summary EfficiencyOne provided parameters for an average Custom Retrofit project, including three measure archetypes with varying energy savings persistence. These affect cost effectiveness incentive levels, and CLEAResult can only comment on average project incentives, not specific ones.

Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Sav p. p. 83
Measure Average Gross Energy Savings per Project (MWh) Average Gross Peak Demand Savings per Project (kW) NTG Average Net Energy Savings per Project (MWh) Average Net Peak Demand Savings per Project (kW) Energy Savings Persistence Average...

AI summary The table presents parameters for average custom retrofit projects, including energy savings, peak demand savings, NTG, energy savings persistence, and average project incentives. The data shows consistent values across different energy savings persistence levels.

Measure Energy Savings Persistence Cost Effectiveness Threshold p. p. 83
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 cost effectiveness incentive level thresholds for the Custom Project Retrofit Track, showing varying energy savings persistence and corresponding cost effectiveness thresholds.

Section 481 p. p. 83
As can be seen from the above analysis, the PAC is greater than 4.9 for measures that have an energy savings persistence greater than 15 years. The break-even point at current incentive and program administration cost targets is an energy...

AI summary The analysis indicates that the Participant Cost (PAC) is greater than 4.9 for measures with energy savings persistence over 15 years. The break-even point for current incentive and program administration cost targets is between 16-17 years of energy savings persistence. EfficiencyOne is advised to consider the energy savings persistence when evaluating individual project incentives.

Appendix A – Jurisdictional Scans p. p. 83
Appendix A – Jurisdictional Scans

AI summary Appendix A – Jurisdictional Scans outlines regulatory considerations for energy efficiency and demand-side management in Nova Scotia. It references organizations, methodologies, and programs involved in utility regulation, including cost analysis frameworks and stakeholder groups.

ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 116
ONTARIO ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY Conservation programs being delivered provincially though the IESO (formerly the OPA) started in 2006, through the delivery of third tranche programs by specific LDC...

AI summary Ontario's provincial energy efficiency programs began in 2006 via the IESO (formerly OPA), with LDCs delivering third tranche programs. Province-wide initiatives started in 2007, including instant rebates, appliance retirement, and business incentives through partners like ERIP, BOMA, and MEER.

ONTARIO (IESO) – OVERVIEW p. p. 116
ONTARIO (IESO) – OVERVIEW

AI summary Overview of Ontario's IESO regulatory proceeding, listing key acronyms and entities involved in energy efficiency, demand-side management, and electricity system operations. Includes references to organizations, programs, and methodologies relevant to the proceeding.

ONTARIO - ENERGY EFFICIENCY PROGRAMMING p. p. 117
ONTARIO - ENERGY EFFICIENCY PROGRAMMING

AI summary The document focuses on Ontario's energy efficiency programming, referencing regulatory proceedings and related acronyms. Key entities and methodologies are outlined, though no specific arguments or cross-references are detailed in the provided text.

Before the current Conservation First Framework (CFF, 2015-2020), Ontario's previous cycle for efficiency programs was from 2011-2014. The following results are summarized for that period 3 : p. p. 117
Before the current Conservation First Framework (CFF, 2015-2020), Ontario's previous cycle for efficiency programs was from 2011-2014. The following results are summarized for that period 3 : Program Net Savings (GWh) Expenditure Appliance...

AI summary This text discusses the results of Ontario's efficiency programs from 2011-2014, presenting data on net savings and expenditures for various programs, as well as TRC and PAC metrics for different sectors.

ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 117
ONTARIO CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) Currently, the conservation programs in Ontario cover the residential, low income, small business, commercial and industrial, and large industrial sectors. The programs cover financ...

AI summary Ontario's conservation programs cover residential, low-income, small business, commercial, and industrial sectors, offering incentives, coaching, and training. Five years of evaluations have raised efficiency baselines, with T8 lamps now standard. A new pay-for-performance framework for LDC funding of conservation programs is a North American first.

Program Name Program Area Program Measures p. p. 117
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.

MARKET STRUCTURE OVERVIEW p. p. 126
MARKET STRUCTURE OVERVIEW DSM is a core part of the conservation first policy in Ontario as per the 2013 Long-Term Energy Plan. In 2014, the Minister of Energy issued a directive to the Ontario Energy Board (OEB) for the development of a n...

AI summary The document outlines Ontario's DSM framework, developed by the OEB in 2014 under the 2013 Long-Term Energy Plan. It emphasizes cost-effective DSM aligned with electricity CDM, guiding principles for utilities, and evaluation processes. Utilities submit proposals for OEB approval, with mid-term reviews and annual reporting requirements.

Section 546 p. p. 126
- Participants in the Home Reno Rebate program - Homes built in the Optimum Home new construction program - Participants in the RunSmart and Strategic Energy Management programs

AI summary The text lists participants in various energy efficiency and home renovation programs, including the Home Reno Rebate, Optimum Home new construction, RunSmart, and Strategic Energy Management programs.

Figure 23: Union Gas Targets & Performance Metrics 4 p. p. 126
Figure 23: Union Gas Targets & Performance Metrics 4 Resource Acquisition Scorecard Evaluation $ 220,128 $ 213,015 $ 225,948 $ 244,982 263,008 67,082 Administrative costs $ 1,432,342 $ 1,431,826 $ 1,431,000 $ 1,430,737 430,480 56,391 Low I...

AI summary The text presents a table with financial data related to Union Gas's targets and performance metrics, including various categories like evaluation costs, administrative costs, low-income programs, large volume programs, and market transformation initiatives. The table includes figures, targets, and overhead costs associated with these programs.

Costs p. p. 126
Costs Under the TRC-plus test include: - Costs incurred by program participants (Incremental Equipment Costsincremental costs) - Costs of running the energy efficiency programs (delivery and administration costs)

AI summary The TRC-plus test includes incremental equipment costs for participants and delivery/administration costs for energy efficiency programs.

5. Incentive Rate Finalized p. p. 126
5. Incentive Rate Finalized Once the incremental measure cost is finalized, Union Gas will set a standard incentive using the above considerations. The above process is used for prescriptive measures. For custom measures, a similar process...

AI summary Union Gas finalizes incentive rates based on incremental measure costs, applying a standardized process for prescriptive measures and a modified approach for custom measures, considering factors like customer rate class.

EXISTING MAIN PROGRAMS – UNION GAS 4 p. p. 126
EXISTING MAIN PROGRAMS – UNION GAS 4 Pr Ar og ra m ea Pr Na De ip io t og ra m m e sc r n In ive t ce n s ks L in Re so ur ce Ac is i ion t q u C I Pr ip ive & t es cr Pr i de ba fo to te og ra m p ro s c us m er s re s r v l is f r de d f...

AI summary The document outlines existing main programs by Union Gas, including resource acquisition, programs for customer efficiency, and various initiatives aimed at improving energy efficiency and conservation. Links to program details and related resources are provided.

LOAD AND CONSUMPTION INFORMATION p. p. 126
LOAD AND CONSUMPTION INFORMATION Peak Demand (2017 Forecast): 11,681 MW • Consumption (2017 Forecast): 63,238 GWh Residential: 19,761 GWh (31%) Commercial: 17,815 GWh (28%) Industrial: 19,016 GWh (30%) Annual Savings Target: 884GWh

AI summary The document provides load and consumption information for 2017, including a peak demand of 11,681 MW and total consumption of 63,238 GWh. Residential, commercial, and industrial consumption percentages are listed, along with an annual savings target of 884 GWh.

Figure 26: Electricity Savings from Energy Efficiency Programs F2003 - F2007 4 p. p. 126
Figure 26: Electricity Savings from Energy Efficiency Programs F2003 - F2007 4 Cumulative Electricity Savings (GWh/year) Plan Actual Variance F2003 353 358 1% F2004 610 739 21% F2005 890 1,147 29% F2006 1,177 1,391 18% F2007 1,743 1,879 8%...

AI summary Figure 26 shows the cumulative electricity savings from energy efficiency programs from F2003 to F2007. The data indicates that actual savings exceeded planned savings in each year, with the highest variance in F2004 at 21%.

4. Incremental Equipment Cost Design p. p. 126
4. Incremental Equipment Cost Design Based on the market research and technology, BC Hydro will attempt to incentivize a portion of the Incremental Equipment Costincremental cost determined to motivate customers to implement. Typically, 50...

AI summary BC Hydro's approach to incentivizing incremental equipment costs includes 50-75% coverage for customer implementation. Incremental costs differ between 'Replace on Burnout' measures (difference vs. standard measures) and Retrofit/Direct Install measures (full cost including labor). Larger projects consider technology lifespan, with examples like old pumps vs. compressors.

- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) p. p. 126
- 4. Net Levelized cost ($/kWh)1 = PV (costs all benefits except for electric energy benefits) / PV (energy savings) Benefits Costs Behaviour Program 5 This program intends to inform and educate residential customers about their electricit...

AI summary The document outlines two residential energy efficiency programs: the Behaviour Program, which encourages electricity consumption reduction through a one-year challenge with a reward, and the Lighting Program, which promotes energy-efficient lighting choices to transform the market.

Program Type Programs Details p. p. 126
APPENDIX A-4: CALIFORNIA (PG&E) Program Type Programs Details achievements High Performance Building The objective of this program is to acquire energy savings by reducing the energy intensity of new commercial buildings through more effic...

AI summary This section outlines the High Performance Building program by PG&E, aiming to reduce energy intensity in new commercial buildings through efficient design and construction. It includes initiatives like Whole Building Design and Energy Efficient Lighting Design, offering co-funding and incentives for energy-saving measures.

BACKGROUND p. pp. 126-151
BACKGROUND Efficiency Nova Scotia has contracted CLEAResult to conduct energy conservation and energy efficiency program incentive research. The project covers the following areas: - Identification of best practices for incentive rate sett...

AI summary Efficiency Nova Scotia has engaged CLEAResult to research best practices for setting energy program incentives, aiming to optimize conservation and efficiency programs. The project includes interviews with jurisdictions and a public submission to the Nova Scotia Utility and Review Board (UARB).

Cost Effectiveness Testing p. p. 146
Cost Effectiveness Testing As detailed in D.14-10-046 8 , the CPUC has interpreted its mandate to deliver cost-effective energy efficiency and conservation programs as meaning that all energy efficiency portfolios of delivery agents should...

AI summary The CPUC mandates cost-effective energy efficiency programs, using TRC and PAC tests. California's Standard Practice Manual and Energy Efficiency Policy Manual guide evaluations, comparing avoided generation costs against program costs. DEER database and E3's model support measure-level and portfolio testing.

- 4.4 million natural gas customer accounts p. p. 146
- 4.4 million natural gas customer accounts rth Quarter and full year, 2015 vs. 2014 Three Months End ed December 31, Twelve Months Ended December 2015 2014 2015 2014 Sales from Energy Deliveries (in millions kWh) 21,015 20,944 85,860 86,3...

AI summary The text presents data on energy sales, customer accounts, and energy sources for PG&E in 2015 compared to 2014, including electric and gas customer numbers and energy delivery statistics.

PG&E - ENERGY EFFICIENCY PROGRAMMING p. p. 149
PG&E - ENERGY EFFICIENCY PROGRAMMING PG&E has been delivering energy efficiency programs to its customers since 1976 having kept more than 168 million metric of CO2 out of the atmosphere based on cumulative lifecycle gross energy savings....

AI summary PG&E has operated energy efficiency programs since 1976, achieving cumulative lifecycle gross energy savings that prevented over 168 million metric tons of CO2 emissions. The text highlights the long-term environmental impact of these initiatives.

Savings p. pp. 149-151
Savings PG&E's programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2013-2015 period, PG&E managed to achieve between 110-143 percent of annual g...

AI summary PG&E's energy efficiency programs (2013-2015) exceeded energy savings goals by 110-143% and demand goals by 130-164%. Success attributed to incentivizing energy-efficient behaviors and investments. Data sources include PG&E reports and CPUC's database.

2013-2015 Total Portfolio $/kWh p. p. 151
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 and spending on incentives and administration. It also highlights the incentive-to-administration spending ratios for PG&E during this period, indicating a shift in the ratio over the years.

All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. p. p. 151
All California PAs must deliver energy efficiency portfolios which have a TRC and PAC greater than 1. Below is PG&E's historical cost effectiveness for its 2013 and 2014 program portfolio. PG&E 2013-2015 Incentive-to-Administrative Spendin...

AI summary The text outlines the requirement for California PAs to deliver energy efficiency portfolios with TRC and PAC greater than 1, and provides PG&E's historical cost effectiveness data for 2013 and 2014. It includes a table with TRC and PAC values for those years.

INCENTIVE LEVEL SETTING METHODOLOGY p. p. 151
INCENTIVE LEVEL SETTING METHODOLOGY PG&E's Energy Efficiency Products organization was formed approximately six years ago in part to standardize and streamline the measures developed and marketed through PG&E's breadth of energy efficiency...

AI summary PG&E's Energy Efficiency Products organization standardizes energy efficiency measures and sets incentives using a structured process involving the California Public Utility Commission (CPUC). The process includes evaluating technologies for cost-effectiveness using the E3 model and ensuring alignment with market trends. PG&E does not require individual measures to meet TRC or PAC thresholds above 1, allowing investment in high-potential technologies.

APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON) p. p. 151
APPENDIX A-5: OREGON & WASHINGTON (ENERGY TRUST OF OREGON)

AI summary Appendix A-5 discusses energy efficiency initiatives in Oregon and Washington, focusing on the Energy Trust of Oregon. It outlines regulatory considerations, program structures, and cost-benefit analyses for demand-side management and energy efficiency programs.

Section 650 p. p. 151
The Energy Trust of Oregon serves four utilities which cover two states: - Portland General Electric (PGE), Oregon Electricity - Pacific Power, Oregon Electricity - NW Natural, Oregon & Washington Gas - Cascade Natural Gas, Oregon– Gas The...

AI summary The Energy Trust of Oregon serves multiple utilities across Oregon and Washington, and is regulated by the Oregon Public Utilities Commission and the Washington Utilities and Transportation Commission. Some utilities also operate energy efficiency programs outside of Oregon.

History p. p. 159
History In 1999, Oregon lawmakers and citizens envisioned a future with Oregon homes and businesses powered by clean, affordable energy. They established stable, consistent funding to help Oregonians invest in energy efficiency and renewab...

AI summary In 1999, Oregon lawmakers and citizens established Energy Trust of Oregon to promote clean, affordable energy through energy efficiency and renewable resources. Launched in 2002 by the Oregon Public Utilities Commission, the Trust focuses on cost-effective programs, renewable energy support, low administrative costs, and customer satisfaction, benefiting customers of four utilities across two states.

Energy Trust of Oregon Funding p. p. 159
Energy Trust of Oregon Funding Through state legislation, tariffs and other requirements, Energy Trust is funded by customers of Portland General Electric, Pacific Power, NW Natural and Cascade Natural Gas. Customers of all four utilities...

AI summary Energy Trust of Oregon is funded by customer charges from PGE, Pacific Power, NW Natural, and Cascade Natural Gas, with legislation like SB 838 expanding funding for energy efficiency. Post-2008, savings doubled due to legislative changes and program expansion, increasing expenditures from $63M in 2008 to $117M in 2013.

Northwest Power Plan 11 p. p. 159
Northwest Power Plan 11 The Northwest Power & Conservation Council represents the regional power planning efforts of Idaho, Washington, Oregon and Montana. The Northwest Power Act requires that the Council produce a 20-year Power Plan each...

AI summary The Northwest Power & Conservation Council develops a 20-year Power Plan every five years, emphasizing energy efficiency as the least-cost resource. The 2016 Plan highlights energy efficiency's role in avoiding fuel price volatility, financial risks, and carbon reduction policy impacts, while meeting future capacity needs. The Council prioritizes cost-effective energy efficiency for ratepayers over other resource options.

12 https://energytrust.org/About/policy-and-reports/Plans.aspx p. p. 159
12 https://energytrust.org/About/policy-and-reports/Plans.aspx 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. The section heading 'Incentive-to-Administration Expense Ratios' suggests a discussion about the efficiency of incentive programs relative to administrative costs.

COST EFFECTIVENESS TESTING & AVOIDED COSTS 14 p. p. 163
COST EFFECTIVENESS TESTING & AVOIDED COSTS 14

AI summary The document section focuses on cost-effectiveness testing and avoided costs in regulatory proceedings, referencing footnote 14. It involves analysis of energy efficiency programs, cost methodologies, and regulatory frameworks in Nova Scotia.

Benefits (Avoided Costs) p. p. 163
Benefits (Avoided Costs) In the societal test, the Energy Trust will include the following benefits: - 1. The value of the electrical and/or gas energy saved based on the avoided cost forecasts of the utilities whose customers are served b...

AI summary The Energy Trust includes energy savings, non-energy benefits, line losses, gas capacity benefits, and a 10% conservation credit in its societal test. Benefits are based on utility forecasts approved by PUC and OPUC, with merged cost forecasts for electric and gas utilities. Non-energy benefits use proxies until OPUC provides alternatives. Environmental benefits, including reduced carbon emissions, are considered under integrated resource planning.

Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 p. p. 163
Below are the cost effectiveness results which were calculated for each program as part of the Energy Trust's 2014 Annual Report. 19 Program Utility Cost Test Benefit Cost Ratio Societal (Total Resource Cost) Test Benefit Cost Ratio New Ho...

AI summary The Energy Trust's 2014 Annual Report presents cost effectiveness results for various energy efficiency programs, showing benefit-cost ratios for both utility and societal (Total Resource Cost) tests across different program categories.

Measure Assumptions Document (MAD) p. p. 163
Measure Assumptions Document (MAD) What is a MAD: It is the decision of record determining measure cost effectiveness and authorizing use of a measure. The measure is clearly defined along with the conditions under which it is approved. Th...

AI summary The Measure Assumptions Document (MAD) authorizes energy measures based on cost-effectiveness, outlining program eligibility, cost calculations, and technical details. It is approved by Energy Trust engineering staff after analysis by delivery contractors, with sections covering validity, scope, incentives, and requirements.

APPENDIX A: MEASURE DEVELOPMENT PROCESS p. pp. 163-170
APPENDIX A: MEASURE DEVELOPMENT PROCESS

AI summary Appendix A outlines the Measure Development Process, though the provided text only includes a figure reference. The document likely details procedural steps for evaluating energy efficiency measures, involving regulatory bodies and technical methodologies.

APPENDIX A-6: NEW YORK (CONSOLIDATED EDISON) p. p. 170
APPENDIX A-6: NEW YORK (CONSOLIDATED EDISON)

AI summary Appendix A-6 discusses regulatory proceedings involving Consolidated Edison in New York, contextualized within Nova Scotia's regulatory framework. It references energy efficiency programs, demand-side management, and technical methodologies like RULDICM and TRM, though specific details are limited to the heading.

KEY PLAYERS p. p. 170
KEY PLAYERS

AI summary The 'KEY PLAYERS' section lists organizations, programs, and legislation involved in Nova Scotia's regulatory proceeding, including energy efficiency initiatives, utility boards, and technical advisory groups. Key entities include Nova Scotia Power (NSP), Efficiency Nova Scotia (ENS), and the Canadian Energy Efficiency Alliance (CEEA), alongside methodologies like RULDICM and TRM.

PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 p. p. 170
PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE 6 In the 1980s to 1990s, New York State electric utilities operated large scale energy efficiency programs. The annual spending on these programs was $286 million at its peak in 1992. Total uti...

AI summary This section discusses historical energy efficiency programs in New York State during the 1980s to 1990s, highlighting significant spending and energy savings. It also mentions the establishment of the SBC in 1996 and the subsequent scaling back of utility programs, along with the involvement of various organizations during this period.

Figure 42: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 p. p. 170
Figure 42: NYSERDA Efficiency Programs: Energy Savings and Program Costs: 1998-2009 7 Year Cumulative An nual Reductions Cumulative Annual Peak Non- Curtailable Electric Demand Reductions Cumulative Peak Curtailable Demand Reductions Annu...

AI summary Figure 42 presents data on NYSERDA's energy efficiency programs from 1998 to 2009, showing cumulative energy savings, demand reductions, and program costs. It includes programs administered for Con Edison, National Fuel Gas, and National Grid, highlighting energy savings and expenditures over time.

Figure 46: Electric Savings Result 9 p. p. 170
Figure 46: Electric Savings Result 9 Program Names (Savings in MWh) Accumulated Savings to Year C&I Custom Efficiency C&I Equipment Rebate Small Business Direct Install Residential Direct Install Appliance Bounty Residential Room Air Condi...

AI summary The text presents tables showing electric and gas savings results from various programs over the years, with data on accumulated savings and targets. It includes program names, years, and savings metrics, highlighting the performance of different initiatives in energy efficiency and conservation.

EstimatingEstimated Energy Savings p. p. 170
EstimatingEstimated Energy Savings The Commission approves a series of technical manuals to provide a standard measure-specific approach to estimate the energy and demand savings.

AI summary The Commission approves technical manuals to standardize measure-specific approaches for estimating energy and demand savings, ensuring consistency in energy efficiency program evaluations.

Program Analysis p. p. 170
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.

New York Public Service Commission p. p. 170
New York Public Service Commission The New York Public Service Commission regulates and oversees the electric, gas, water and telecommunication industries, as part of the Department of Public Service. In 2015, the Public Service Commission...

AI summary The New York Public Service Commission regulates energy and telecommunications industries, overseeing NYSERDA's energy programs. The 2015 REV strategy aims to boost renewable energy, distributed resources, and customer energy management choices.

Sources of Funding p. p. 170
Sources of Funding The Systems Benefit Charge (SBC) is the primary source of NYSERDA s funding for energy conservation programs. It was established on May 20, 1996. The funds collected from the SBC are allocated towards energy efficiency p...

AI summary The Systems Benefit Charge (SBC) is the primary funding source for NYSERDA's energy conservation programs, established in 1996 and extended in 2016. Funds support energy efficiency, research, low-income programs, and environmental disclosure. The SBC funds the Energy Efficiency Portfolio Standard (EEPS), now replaced by the Clean Energy Fund (CEF). Other sources include the Regional Greenhouse Gas Initiative (RGGI) and Renewable Portfolio Standard (RPS), which focus on carbon abatement and renewable energy, respectively.

NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 170
NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY

AI summary The document outlines NYSERDA's Energy Efficiency Program, focusing on incentive structures and cost-effectiveness criteria. It references technical methodologies, evaluation processes, and regulatory frameworks for energy efficiency initiatives.

Cost Effectiveness Testing p. p. 170
Cost Effectiveness Testing Under the EEPS, NYSEDRA was required to conduct cost effectiveness testing at the project level. The TRC is used as the cost effectiveness test. Prior to the implementation of the EEPS, the TRC was applied at the...

AI summary Under the EEPS, NYSEDRA was required to conduct project-level cost effectiveness testing using the TRC. Previously, under the CEF, TRC was applied at the program level, and this approach will continue under CEF.

Avoided Costs p. pp. 170-202
Avoided Costs The benefits calculated in the TRC are the avoided supply costs. For NYSERDA, the avoided supply costs include the reduction in costs of electric energy, natural gas, generation and transmission, and distribution capacity, va...

AI summary The TRC (Total Resource Cost) calculates benefits as avoided supply costs, including reductions in electric energy, natural gas, and distribution capacity costs, valued at marginal cost during load reductions. These avoided costs are provided by the NY-ISO (New York Independent System Operator) for NYSERDA (New York State Energy Research and Development Authority).

ENERGY EFFICIENCY PROGRAMMING p. p. 170
ENERGY EFFICIENCY PROGRAMMING Energy efficiency programs are typically set on three year funding cycles, approved by the Public Services Commission. Programs cover both the residential and commercial sectors, and cover various fuel types....

AI summary Energy efficiency programs in Nova Scotia operate on three-year funding cycles approved by the Public Services Commission, covering residential and commercial sectors for electricity conservation. The provided data focuses exclusively on electricity conservation programs.

APPENDIX A-8: VERMONT (EFFICIENCY VERMONT) p. p. 170
APPENDIX A-8: VERMONT (EFFICIENCY VERMONT)

AI summary Appendix A-8 discusses Efficiency Vermont, focusing on energy efficiency programs and regulatory considerations. It references various acronyms related to energy efficiency, utility regulation, and cost methodologies.

SUMMARY p. p. 170
SUMMARY Jurisdictional Scan State/Province Vermont Utility/Agency Efficiency Vermont (Vermont Energy Investment Corporation) Fuel Electricity, Gas, Heating Fuels Key Contact/Interviewee Robert Stephenson, Chris Gordon Consultant Mayuran Sr...

AI summary This document provides a jurisdictional scan of Vermont, focusing on Efficiency Vermont (Vermont Energy Investment Corporation). It outlines the utility/agency, fuel types, and key contacts involved in the jurisdictional overview.

Electricity Market p. p. 170
Electricity Market The following entities make up the electricity system in Vermont. - Efficiency Vermont (Vermont Energy Investment Corporation VEIC) - Vermont Public Services Board (PSB) - ISO New England (ISO-NE) - Vermont Electric Powe...

AI summary The document outlines Vermont's electricity market structure, including Efficiency Vermont (a state-wide energy efficiency utility), the Vermont Public Services Board (PSB), ISO New England (ISO-NE), and Vermont Electric Power Company (VELCO). Efficiency Vermont was established in 1999 to administer conservation programs funded by an energy efficiency charge (EEC) on utility bills. ISO-NE manages New England's bulk power system, while VELCO operates Vermont's transmission grid and coordinates with ISO-NE.

EFFICIENCY VERMONT –OVERVIEW p. p. 187
EFFICIENCY VERMONT –OVERVIEW

AI summary Overview of Efficiency Vermont, focusing on energy efficiency initiatives and regulatory considerations. The text outlines key programs, stakeholders, and methodologies related to demand-side management and energy conservation in Nova Scotia.

Utility Facts p. p. 187
Utility Facts - Serves all of Vermont, other than Burlington Electric Department customers - Over 9,500 square miles - Services population of 500,000 - Funded through energy efficiency charge collected by participating electric utilities....

AI summary The utility serves all of Vermont except Burlington Electric Department customers, covering 9,500 square miles and 500,000 people. It is funded through an energy efficiency charge collected by participating utilities, with avoided cost data available in a 2013 report linked to the Vermont Public Services Board.

In Vermont, the bundled retail prices for electricity are as follows for the different utilities 3 : p. p. 187
In Vermont, the bundled retail prices for electricity are as follows for the different utilities 3 : Entity State Ownership Customers (Count) Sales (MWh) Revenues (Thousands Dollars) Average Price (cents/kWh) City of Burlington Electric -...

AI summary The text provides bundled retail electricity prices for various utilities in Vermont, including details on ownership, number of customers, sales, revenues, and average prices. It also introduces 'Efficiency Vermont - Energy Efficiency Programming', indicating a focus on energy efficiency initiatives.

Savings p. p. 192
Savings Efficiency Vermont programs have proven very successful at reducing energy consumption and incentivizing energy efficient behaviours and investment decisions. In the 2012-2014 period, Efficiency Vermont had the following results:

AI summary Efficiency Vermont programs have demonstrated success in reducing energy consumption and promoting energy-efficient behaviors and investment decisions, with notable results from the 2012-2014 period.

2012 2013 2014 2012–2014 Total p. p. 192
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 table presents energy savings, total resource benefits, and carbon dioxide emissions avoided from 2012 to 2014. It also shows key quantifiable performance indicators (QPIs) related to electric and thermal energy efficiency programs, including savings, demand reduction, and the ratio of benefits to spending.

Efficiency Vermont's spending for 2013 and 2014 is provided below: p. p. 192
Efficiency Vermont's spending for 2013 and 2014 is provided below: Prior Year Current Year 2014 Cumulative starting 1/1/12 Cumulative starting 1/1/12 # participants with installations 37,483 54,135 131,094 131,094 Operating Costs Administr...

AI summary Efficiency Vermont's spending for 2013 and 2014 is detailed, with a focus on operating costs, technical assistance, support services, and incentive costs. The data includes participant numbers, cost breakdowns, and energy savings metrics, highlighting the program's effectiveness in energy efficiency.

Section 761 p. p. 192
Efficiency Vermont is not held to a direct cost effectiveness metric, but the plan must meet associated savings, spending and total resource benefit targets. The annual savings verification process captures program to these targets. The la...

AI summary Efficiency Vermont is not required to meet a direct cost effectiveness metric, but must meet savings, spending, and total resource benefit targets. Annual savings verification ensures compliance with these targets, and an independent audit for the 2011-2013 period provided results.

FUTURE TARGETS p. p. 192
FUTURE TARGETS The 2015-2017 period has a savings target of 321,800 MWh, with an associated electricity savings resource acquisition budget of just over $130 million. The total budget for Efficiency Vermont's budget which included revenues...

AI summary The 2015-2017 period has a savings target of 321,800 MWh with a $130 million budget. Efficiency Vermont's total budget is $174 million, including funds from the efficiency charge, RGGI, ISO-NE Forward Capacity market, and a performance fee.

EFFICIENCY VERMONT CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 196
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 paid af...

AI summary The document outlines Efficiency Vermont's core program offerings for residential and business customers, focusing on rebates for agricultural equipment and appliances. Programs include incentives for lighting, equipment, dehumidifiers, dryers, washers, and refrigerators, with specific qualification criteria and application processes.

GEOGRAPHIC DEFINITIONS p. p. 196
GEOGRAPHIC DEFINITIONS Efficiency Maine is the body that incents energy efficiency practices in the state of Maine, USA. They are responsible for developing, planning, coordinating and implementing energy efficiency and alternative energy...

AI summary Efficiency Maine is the organization responsible for promoting energy efficiency and alternative energy programs in the state of Maine, USA. It oversees the development, planning, coordination, and implementation of initiatives related to electric and gas fuel programs across the state.

Figure 53: Natural Gas Consumption (Maine) 8 p. p. 200
Figure 53: Natural Gas Consumption (Maine) 8 2010 2011 2012 2013 2014 2015 Total Consumption 77,575 71,690 68,266 64,091 60,661 Pipeline & Distribution Use 1,753 2,399 762 844 1,300 Volumes Delivered to Consumers 75,821 69,291 67,504 63,24...

AI summary The text presents data on natural gas consumption in Maine from 2010 to 2015, including total consumption, pipeline and distribution use, and volumes delivered to residential, commercial, and industrial consumers. It also includes customer rates for 2014 set by Efficiency Maine.

MARKET STRUCTURE OVERVIEW p. p. 202
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 (2009) established Efficiency Maine as an independent trust to implement energy efficiency programs, aiming for 100% residential weatherization by 2030 and 100 MW peak-load reduction by 2020. The Maine Public Utilities Commission (MPUC) approves triennial plans, which outline cost-effective savings targets and funding from ratepayers and the Forward Capacity Market. Energy efficiency is highlighted as the lowest-cost resource, with average savings costs of 4.3 cents/kWh for electricity and $12.96/MMBtu for heating fuels.

PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE p. p. 202
PORTFOLIO MATURITY AND HISTORICAL PERFORMANCE DSM programs were administered by electric utilities before 2002. Efficiency Maine was then established in 2002 to promote electricity efficiency, reduce energy costs and improve the environmen...

AI summary Efficiency Maine, established in 2002, administered energy efficiency programs from 2004-2010, achieving 486,342 MWh annual savings and a 2.92 benefit-to-cost ratio. Initially part of the Maine Public Utilities Commission (MPUC), it became an independent Trust in 2009.

CURRENT CYCLE p. p. 202
CURRENT CYCLE Efficiency Maine began Triennial Plans in 2011 and is currently in the second triennial cycle that spans 2014- 2016. Efficiency Maine also releases performance reports annually. The latest public report is 2015.

AI summary Efficiency Maine initiated Triennial Plans in 2011 and is in the second cycle covering 2014-2016. Annual performance reports are released, with the latest public report from 2015.

Section 787 p. p. 202
11 Efficiency Maine, captured from Efficiency Maine's "Annual Reports" between 2011-2015 http://www.efficiencymaine.com/about/library/reports/

AI summary The text references Efficiency Maine's Annual Reports from 2011 to 2015, which provide insights into the organization's activities and performance during that period.

Figure 57: 2011-2015 Gas Savings Result 11 p. p. 202
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.

TRC and PACT p. p. 202
TRC and PACT Both TRC and PACT tests are presented in Efficiency Maine's annual reports. However, only TRC is used to evaluate performance. PACT is used for program planning/stakeholder relationships. TRC and PACT by Efficiency Maine is ba...

AI summary Efficiency Maine uses both TRC and PACT, with TRC for performance evaluation requiring a net savings >1.0 and PACT for program planning/stakeholder engagement. TRC methodology is based on a 2008 National Action Plan report. Only TRC is applied at the measure level for performance reviews.

Costs p. p. 202
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 th...

AI summary The document outlines cost structures for energy efficiency programs, distinguishing between Program-level and Measure-level Total Resource Costs (TRC) and Program Administration Costs (PACT). Program-level costs include incremental equipment, delivery/administration, and incentives, while Measure-level costs focus on incremental equipment expenses.

2. Technical Reference Manual p. p. 202
2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine maintains Residential and Commercial Technical Reference Manuals (TRMs) that document energy and demand savings calculations for energy efficiency measures, including associated technology information and assumptions.

3. Incremental Equipment Cost Design p. p. 202
3. Incremental Equipment Cost Design Based on the market research and technology, Efficiency Maine will attempt to incentivize the Incremental Equipment Costincremental cost based on what is determined as a reasonable return on investment....

AI summary Efficiency Maine's approach to incentivizing incremental equipment costs involves calculating differences between measure costs and standard measures for 'Replace on Burnout' initiatives, while fully including labor costs for Retrofit/Direct Install measures, based on a reasonable return on investment.

Figure 63: Electric Program Expenditures 2015 12 p. p. 202
Figure 63: Electric Program Expenditures 2015 12 Program Incentive Delivery Total Sub Total $8,931,754 $3,528,542 $12,957,266 Name Target Market Incentive Information Home Energy Savings Program (Residential) Residential customers who are...

AI summary Figure 63 details electric program expenditures in 2015, including the Home Energy Savings Program for residential customers, with various incentive structures for energy efficiency improvements such as air sealing, insulation, and heating system upgrades.

Overview of Electricity Market p. pp. 202-215
Overview of Electricity Market The following entities make up the electricity system in Massachusetts. - National Grid - Massachusetts Government: Office of Energy and Environmental Affairs: Department of Public Utilities (DPU) - Mass Save...

AI summary The electricity system in Massachusetts includes National Grid, the Department of Public Utilities (DPU), Mass Save, ISO New England, and other utilities like Eversource Energy and Unitil. The DPU oversees utility services, ensuring reliability and safety, and regulates energy efficiency programs submitted by utilities.

MASSACHUSETTS ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY p. p. 216
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, mandated by the Green Communities Act requiring utilities to prioritize cost-effective programs. The 2016-2018 plan targets 4,122 GWh savings with a $1.96B budget, funded via charges, capacity markets, cap-and-trade, and surcharges. 10% of budgets must address low-income sectors.

NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING p. p. 216
NATIONAL GRID - ENERGY EFFICIENCY PROGRAMMING

AI summary The document heading indicates a regulatory proceeding focused on National Grid's energy efficiency programming. Key entities and acronyms related to energy efficiency, demand-side management, and regulatory bodies are referenced, though no detailed content is provided in the text.

Savings and Expenditure 101 p. p. 216
Savings and Expenditure 101 In the 2013-2015 cycle, National Grid achieved the following savings with the associated expenditures. These savings and expenditures have not been through the full EM&V process yet and have not been finalized.

AI summary In the 2013-2015 cycle, National Grid achieved certain energy savings with associated expenditures, though these figures have not undergone the full EM&V process and are not yet finalized.

NATIONAL GRID CORE PROGRAM OFFERINGS (RESIDENTIAL AND BUSINESS) p. p. 216
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-4 unit ho...

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 incentives, and heating and cooling rebates. These programs aim to improve energy efficiency and reduce costs for eligible participants.

High Level Specifications p. p. 216
High Level Specifications

AI summary The document outlines high-level specifications for a Nova Scotia regulatory proceeding, listing numerous acronyms related to energy efficiency, utility regulation, and demand-side management. Key entities include regulatory bodies, programs, and technical methodologies relevant to energy policy and resource planning.

1. Measure Library Section (from TRM process recommendation in report) p. p. 216
1. Measure Library Section (from TRM process recommendation in report) This section should include the details of each measure in the portfolio, or measures being considered. - Efficient Technology Name; - Efficient Technology Description;...

AI summary The Measure Library Section outlines data requirements for evaluating energy efficiency measures, including technology details, costs, savings, and screening thresholds. It emphasizes metrics like TRC (Total Resource Cost), PAC (Participant Cost), and PC test, alongside parameters for forecasting penetration and pricing. The section supports DSM (Demand Side Management) program evaluation and cost-effectiveness analysis.

Inputs p. p. 216
Inputs - Avoided Supply Costs (energy and capacity); - Local Avoided Supply Costs (energy and capacity); - Fixed Program Administration Costs; - Year of Implementation; - Measure Participation; - Variable Costs; - Annual Operating Costs (F...

AI summary The document outlines key input factors for energy efficiency program analysis, including avoided supply costs, program administration expenses, measure participation rates, energy savings persistence, and incremental equipment costs. These inputs are used for evaluating cost-effectiveness, energy savings, and long-term financial impacts of efficiency measures.

Outputs p. p. 216
Outputs - Total Gross Energy Savings; - Total Gross Demand Reduction; - Total Net Energy Savings; - Total Net Demand Reduction; - TRC Benefits; - TRC Costs; - TRC Net Benefits; - TRC Ratio; - PAC Benefits; - PAC Costs; - PAC Net Benefits;...

AI summary The document outlines key output metrics for regulatory analysis, including energy savings, demand reduction, TRC (Total Resource Cost) benefits and costs, PAC (Participant Cost) metrics, PC (Participant Cost) ratios, and levelized unit costs for energy and demand reduction.

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 →