Topic:"Energy Efficiency" in M10473

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

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

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

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

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

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

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

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

2.4 THE COVID-19 PANDEMIC - The global COVID-19 pandemic has challenged E1 in its administration of energy efficiency programming. - Restrictions in place due to the pandemic affected E1's ability to deliver services and implement certain...

AI summary The COVID-19 pandemic disrupted E1's energy efficiency program delivery, particularly in-home services, but E1 adapted with alternative methods. Despite challenges in program participation and supply chains, E1 has recovered and maintains an intact supplier network.

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

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

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

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

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

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

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

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

4.2.3 LOW-INCOME PROGRAMMING In order to increase equity and accessibility to low-income customers and ensure all Nova Scotians have the opportunity to realize the benefits of energy efficiency, E1 has expanded investment in programs targe...

AI summary E1 has expanded investment in low-income energy efficiency programs to improve equity and accessibility. However, these programs are more costly due to minimal customer contributions. While it is common to exempt low-income programs from the TRC test, this province currently does not do so, and some low-income components fail the TRC test, negatively impacting the Settlement Plan's cost-effectiveness.

4.2.4 APPLICATION OF COSTS A variety of costs are incurred in the acquisition of efficiency resources. It is important that these costs are included at the proper analytical level when analyzing the economics of efficiency resources for sc...

AI summary The document discusses the application of costs in efficiency resource acquisition, emphasizing the importance of proper cost allocation at different analytical levels. E1's methodology includes both fixed and variable costs at the measure level, which may overstate costs and negatively affect cost-effectiveness analysis ratios.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

AVOIDED COSTS HAVE EVOLVED SINCE THE 2020 IRP - As noted earlier, given recent legislative and policy changes, coupled with the 2020 IRP study timeline, it - is reasonable to assume that the IRP's avoided costs are now no longer reflective...

AI summary The 2020 Integrated Resource Plan (IRP) is no longer reflective of the current or future energy landscape in Nova Scotia due to recent legislative and policy changes. The avoided costs of capacity and energy were based on the 2020 IRP Reference Case Scenario 2.0C's outputs.

Table 7: Carbon Savings Intensity (tonnes per MWh) and Avoided Cost ($/MWh) Year Carbon Savings Intensity (tonne/MWh) Avoided Cost of Carbon ($/MWh) 2023 0.861 55.94 2024 0.898 71.83 Year Carbon Savings Intensity (tonne/MWh) Avoided Cost o...

AI summary Table 7 presents carbon savings intensity and avoided cost of carbon for various years from 2023 to 2046. These metrics are crucial for understanding the environmental and economic impacts of energy efficiency initiatives. The data shows fluctuations over time, with a notable extrapolation for 2046-2063. Section 8.3 discusses rate and bill considerations and the Rate and Bill Impact Analysis (RBIA) for the years 2023-2025.

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

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

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

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

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

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

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

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

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

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

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

AI summary The table outlines barriers to participation in residential energy efficiency programs and strategies to mitigate them, focusing on affordability and awareness issues. It highlights financial assistance through rebates for low-income renters and non-profits to reduce utility bills and stabilize rents.

2 LICO is regularly updated by Statistics Canada Program Program Component Description Target Market Segment Market and/or Participant Barriers and How they are Addressed in the Settlement Plan Affordable Single-family Homes recycling of i...

AI summary The Affordable Single-family Homes program component focuses on recycling inefficient appliances and replacing them with energy-efficient ones, along with final energy assessments. Barriers such as lack of time, trust, and information are addressed through project management support, marketing efforts, and direct engagement by NRCan Registered EAs.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2. DEVELOPMENT APPROACH & DETAILS The Settlement Plan was developed for the purpose of delivering cost-effective energy and system-peak demand savings to Nova Scotia electricity ratepayers for the three-year plan period. E1 used a multi-ph...

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

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

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

2 2.2.1 GUIDING PRINCIPLES & STRATEGIC GOALS - 3 E1 developed guiding principles and strategic themes to support the development of the Settlement Plan. - 4 The guiding principles, as shown in [Figure 6,](#page-116-2) are related to vision...

AI summary E1 developed guiding principles and strategic themes to support the development of the Settlement Plan. These principles focus on vision and values, providing a foundational framework for the plan that is less subject to change based on emerging issues or market circumstances.

GUIDING PRINCIPLES Transparency – E1 will provide stakeholders and customers with information and insight into the analyses supporting plan development and results and demonstrate how received comments were considered. Accessibility & Equi...

AI summary The document outlines guiding principles for E1, emphasizing transparency, accessibility, equity, and affordability. These principles are supported by tools such as the Integrated Resource Plan, Rate and Bill Impact Analysis, and cost effectiveness testing. Strategic themes, which inform the portfolio design and initiatives for the next plan cycle, are also highlighted.

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

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

14 Table 3: Balanced Plan Aspects Addressed in the Settlement Plan Balanced Plan Aspects 2023-2025 Settlement Plan Diversity of program delivery • 356 measures, with measure lives ranging from 1 to 36 years • 14 EE program components; 2 DR...

AI summary The Settlement Plan outlines a comprehensive approach to energy efficiency and demand response programs, emphasizing diversity in delivery and market presence. It includes 356 measures, multiple program components, and engagement across various market segments, with a focus on partnership development and maintaining existing programs.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

21 Table 14: 2023-2025 Settlement Plan Cost Effectiveness Results by Program 2023-2025 Settlement Plan Total Resource Cost (TRC) Testa Program Administrator Cost (PAC) Testb Residential Energy Efficiency (EE) Programs Efficient Product Reb...

AI summary Table 14 presents the cost-effectiveness results of the 2023-2025 Settlement Plan by program, including residential and business energy efficiency initiatives. Key observations highlight the performance of various programs under the Total Resource Cost (TRC) and Program Administrator Cost (PAC) tests.

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

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

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

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

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

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

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

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

- in Table 16, below. Table 16: Settlement Plan – Residential Sector Offerings Program Program Component Target Market Segment Delivery Approach Enhancements in Settlement Plan Section Reference Residential Efficient Product ent income & M...

AI summary Table 16 outlines the Settlement Plan for Residential Sector Offerings, detailing various programs and their components, target market segments, delivery approaches, and enhancements. It includes programs like Efficient Product Rebates, Home Energy Assessment, and new initiatives such as Affordable Single-family Homes and Residential Behaviour.

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

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

17 Table 17: Summary of Benefits – Efficient Product Rebates (Residential) Participant Industry Benefits Environmental Strategic DSM Portfolio Benefits Benefits Benefits • utility bill savings and improved home comfort • improved access an...

AI summary Table 17 outlines the benefits of the Efficient Product Rebates (Residential) program, focusing on utility bill savings, environmental impact reduction, and strategic alignment with provincial and federal energy efficiency goals. It highlights improvements in home comfort, increased retailer sales, reduced GHG emissions, and support for adoption of energy codes and standards.

Table 18: Three-Year Summary of the Appliance Retirement Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) Low-income 0.01 0.01 0.002 33 2024 Total 1.0 1.2 0.2 2,973 Low-income...

AI summary Table 18 summarizes the Appliance Retirement Program's three-year plan, including investment, energy savings, demand savings, and participation numbers. It highlights market barriers such as affordability, accessibility, lack of trust, and lack of information, along with key components like no-cost appliance replacements and environmentally friendly retirement of inefficient appliances.

5 4.1.2.2 INSTANT SAVINGS PROGRAM COMPONENT 6 The Instant Savings program component focuses on purchases made through participating retail stores 7 across Nova Scotia by offering customers point-of-sale rebates on eligible energy efficient...

AI summary The Instant Savings program offers point-of-sale rebates for energy-efficient products purchased at participating retail stores across Nova Scotia. It includes year-round incentives and seasonal campaigns, and collaborates with retailers to promote energy efficiency through in-store events and trained ambassadors.

4.1.3.3 QUALITY ASSURANCE - 13 The Residential Efficient Product Rebates program has a quality assurance framework, which may include - 14 remote or in-person retailer site visits (during both campaign and non-campaign periods), random - 1...

AI summary The Residential Efficient Product Rebates program includes a quality assurance framework involving site visits, customer record reviews, appliance testing, and customer satisfaction surveys to ensure program effectiveness.

7 Table 21: 2023-2025 Residential Efficient Product Rebates Low-Income Performance Indicators Year First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Participation (products) a 2023 0.1 0.9 0.01 1,542 20...

AI summary Table 21 presents performance indicators for the 2023-2025 Residential Efficient Product Rebates program, showing energy savings, peak demand savings, and participation numbers for low-income households over three years.

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

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

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

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

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

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

14 Component Investment Energy Savings Demand Savings Participation Measures Promoted Upgrades focus on building envelope, as well as measures such as: • heating systems (e.g. mini-split heat pumps) • fenestration (e.g. windows) • building...

AI summary This section outlines the types of energy efficiency measures promoted, focusing on building envelope upgrades and specific technologies such as mini-split heat pumps, windows, insulation, and ventilation systems.

1 4.2.2.2 EFFICIENT PRODUCT INSTALLATION - 2 The Efficient Product Installation program component conducts low-cost energy efficient upgrades for - 3 homeowners and renters, at no-cost. During a home visit, qualified installers provide fre...

AI summary The Efficient Product Installation program provides low-cost or no-cost energy-efficient upgrades for homeowners and renters through qualified installers. During home visits, installers demonstrate energy-efficient products, educate customers, and promote comprehensive assessments and upgrades.

13 Table 25: Three-Year Summary of the Efficient Product Installation Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) 2023 Total 3.1 11.2 1.7 236,016 Low-income 0.57 3.92 0.62...

AI summary Table 25 provides a three-year summary of the Efficient Product Installation Program Component, detailing investments, energy and demand savings, and participation numbers for 2023, 2024, and 2025, including breakdowns for low-income participants.

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

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

1 4.2.2.4 GREEN HEAT - 2 The Green Heat program component is externally marketed as Heating System Rebates. Through this - 3 offering, Nova Scotians can apply for post-purchase rebates for high-efficiency space and water heating - 4 system...

AI summary The Green Heat program, marketed as Heating System Rebates, offers post-purchase rebates for high-efficiency and renewable-fueled heating systems in Nova Scotia. Table 27 summarizes the program's three-year investment, energy and demand savings, target market, and key components under the Settlement Plan.

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

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

Highlights: • 13,632[26](#page-170-1) – efficient space and water heating systems installed through the Green Heat program component since 2012 1 - 2 Please refer to Attachment 4 2023-2025 Settlement Plan Measure-level Energy Efficiency Te...

AI summary The Green Heat program has installed 13,632 efficient space and water heating systems since 2012. Additional details are provided in Attachment 4, which includes the 2023-2025 Settlement Plan Measure-level Energy Efficiency Technical Tables.

5 4.2.2.5 HOME ENERGY ASSESSMENT The Home Energy Assessment program component was developed specifically to help homeowners make informed choices about energy efficient and deep savings upgrades to their homes. Home energy evaluations, cou...

AI summary The Home Energy Assessment program helps homeowners make informed decisions about energy-efficient upgrades through evaluations and recommendations by Natural Resources Canada registered Energy Advisors. Financial incentives are provided to support retrofits, and Table 28 summarizes key aspects of the program component within the Settlement Plan.

7 Table 28: Three-Year Summary of the Home Energy Assessment Program Component Investment Energy Savings Demand Savings Participation Annual Plan ($M) (GWh) (MW) (products) (homes) 2023 Total 3.9 8.6 4.3 96 1,827 2024 Total 3.9 8.6 4.3 97...

AI summary Table 28 provides a three-year summary of the Home Energy Assessment Program Component, showing consistent investment of $3.9 million annually, energy savings of 8.6 GWh, demand savings of 4.3 MW, and participation in 1,827 homes each year from 2023 to 2025.

efficiency of existing homes within income-eligible and low-income communities. Annual Plan28 Investment Energy Savings Demand Savings Participation • In-home, personalized, education and awareness • Improved efficiency, comfort, and perfo...

AI summary The text outlines the history and evolution of energy efficiency programs targeting low-income and income-eligible communities in Nova Scotia, including education initiatives, building envelope upgrades, and appliance replacements, starting from the 2000s and expanding over time.

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

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

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

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

4.3.1.1 NEW HOME CONSTRUCTION PROGRAM COMPONENT Since its adoption in 2011, the New Home Construction program component has provided support, education, and incentives to the building industry in Nova Scotia. The program has been successfu...

AI summary The New Home Construction program, established in 2011, has successfully supported energy efficiency in residential new construction in Nova Scotia. However, due to reduced future savings adjustments and rising costs, the program will be replaced by a new market transformation initiative under Enabling Strategies. The program offers performance-based incentives for energy efficiency upgrades and is aligned with Nova Scotia building code targets.

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

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

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

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

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

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

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

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

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

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

• utility bill savings and improved building comfort • reduced maintenance and extended equipment life • access to energy expertise through funded studies and on-site energy manager support • improved control over buildings and industrial...

AI summary The table outlines the benefits of the Building and Neighborhood Initiative (BNI) custom incentives, including utility bill savings, improved building comfort, reduced maintenance, and environmental benefits such as reduced GHG emissions. It also highlights market transformation, relationship building, and support for innovative projects.

5 5.2.2.1 CUSTOM PROGRAM COMPONENT 6 Custom offers three services: Retrofit (including compressed air leak audits), New Construction (NC), and 7 Building Optimization (BOpt). To provide more focused support, the Custom group is divided in...

AI summary The Custom Program Component offers three services: Retrofit, New Construction, and Building Optimization. The Custom group is divided into two parts to provide focused support: one for Commercial & Institutional participants and another for Industrial participants, as shown in Table 44.

11 Table 44: Criteria for Industrial and Commercial/Institutional Offerings in the Custom Program Component Customer Base Criteria • Rate code 21, 22, 23 or 25 except municipal, transportation, and Department of National Defence (DND) faci...

AI summary Table 44 outlines the customer base criteria for industrial and commercial/institutional offerings in the Custom Program Component, specifying eligible and excluded facilities based on rate codes and sector classifications.

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

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

21 Table 45: Three-Year Summary of the Custom Program Component Annual Plan Investment Energy Savings Demand Savings Participation Market Barriers • Upfront costs & internal competition for capital: financial constraints resulting from int...

AI summary The document outlines market barriers to energy efficiency programs, including upfront costs, payback periods, time constraints, and lack of internal commitment. It also highlights key components of the Custom Program, such as Retrofit, NC, and BOpt, which aim to support energy efficiency through feasibility studies, implementation, and recommissioning processes.

5 5.2.2.2 STRATEGIC ENERGY MANAGEMENT & ENERGY MANAGEMENT 6 INFORMATION SYSTEMS PROGRAM COMPONENT Strategic Energy Management (SEM) offers qualifying industrial organizations a comprehensive approach to energy management. Participants work...

AI summary The Strategic Energy Management (SEM) and Energy Management Information Systems (EMIS) program components provide industrial organizations with tools and support to improve energy efficiency. SEM offers a structured approach to energy management, while EMIS provides financial incentives for implementing technical systems to manage energy use more effectively.

22 Table 46: Three-Year Summary of the SEM & EMIS Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (participants) 2023 Total 0.9 2.7 0.3 8 2024 Total 0.9 2.7 0.3 8 2025 Total 0.9 2.7 0.3...

AI summary Table 46 summarizes the three-year investment, energy savings, demand savings, and participation numbers for the SEM and EMIS program components. The SEM and EMIS programs target industrial and commercial/institutional customers, focusing on larger energy users.

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

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

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

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

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

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

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

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

9 5.3.2.1 SMALL BUSINESS ENERGY SOLUTIONS PROGRAM COMPONENT - 10 The Small Business Energy Solutions program component provides small business customers access to - 11 technical assistance and financial incentives for the installation of e...

AI summary The Small Business Energy Solutions program component offers technical assistance and financial incentives to small businesses for energy efficiency upgrades. It includes two pathways: self-directed and facilitated, with the latter involving energy audits. The program provides prescriptive and customized incentives and is outlined in Table 50 of the Settlement Plan.

13 Table 50: Three-Year Summary of the Small Business Energy Solutions Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) 2023 Total 6.4 11.9 2.5 106,189 Low-income 0.11 0.48 0.1...

AI summary The Small Business Energy Solutions Program Component aims to support small commercial businesses, not-for-profits, and multi-unit residential buildings with annual electrical energy consumption of 350,000 kWh or less. The table outlines the program's investment, energy savings, demand savings, and participation over three years (2023-2025).

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

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

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

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

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

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

13 Table 56: Three-Year Summary of the BNI Demand Response Program Component Annual Plan Investment ($M) New DR Capacity (MW) Available DR Capacity (MW) Participation38 (participants) Program Component Pathways • Direct Load Control – util...

AI summary This table summarizes the BNI Demand Response Program Component over three years, outlining investment, new and available DR capacity, and participation. It details two pathways: Direct Load Control and Enabling Technologies (CPP), including incentives and customer participation mechanisms.

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

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

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

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

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

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

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

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

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

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

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

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

7.2.1 OBJECTIVES - The objective of Education and Outreach activities is to increase program participation by providing Nova - Scotians with information on reducing their energy consumption, communicating participant benefits, and - improv...

AI summary The objective of Education and Outreach activities is to increase program participation by providing Nova Scotians with information on reducing energy consumption, communicating benefits, and improving access to energy efficiency services. These activities aim to establish energy efficiency as a cultural norm and address barriers to implementation.

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

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

7.2.3.2 DIVERSE & UNDERSERVED COMMUNITIES - Diverse and underserved communities, or groups, such as Mi'kmaw and African Nova Scotians, are communities that experience collective barriers to participating in society based on age, ethnicity,...

AI summary The document outlines efforts to engage diverse and underserved communities, such as Mi'kmaw and African Nova Scotians, through culturally appropriate outreach, community liaisons, partnerships, and training programs aimed at improving participation in energy efficiency initiatives and creating employment opportunities.

7.2.3.3 PARTNERSHIP DEVELOPMENT - Partnership development activities focus on growing and developing the EPP network to improve access to energy efficiency products and contractors. The EPP network builds relationships with various organiz...

AI summary This section outlines partnership development activities aimed at expanding the EPP network, improving access to energy efficiency products, and supporting the growth of the energy efficiency industry through recruitment, training, and strategic partnerships. Goals include increasing network members, ensuring quality service, and promoting youth engagement in the sector.

7.2.3.4 GREEN SCHOOLS NOVA SCOTIA & POST- SECONDARY EDUCATION - The Green Schools Nova Scotia initiative has formed part of E1's Enabling Strategies since 2016. The - initiative engages over 25,000 students across 340 schools each year to...

AI summary The Green Schools Nova Scotia initiative, part of E1's Enabling Strategies since 2016, engages over 25,000 students annually and partners with post-secondary institutions to promote energy efficiency education. Activities include providing educational resources, culturally appropriate materials, community engagements, field trips, and co-op/internship opportunities.

7.2.3.5 NEW RESIDENTIAL MARKET TRANSFORMATION With the increased popularity in heat pump adoption, E1 has an opportunity to expand influence further into the new construction industry. In an effort to help meet the provincial climate goals...

AI summary E1 plans to re-design and launch a market transformation program in 2023 to support energy efficiency in new residential construction, aligning with provincial climate goals. This includes research, education, and promoting compliance with building codes and energy efficiency standards.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

BACKGROUND On March 3, 2021, the initial session on avoided costs was held with the DSMAG. Since that session the following activities have occurred: - March 3 to March 26, 2021: Additional information requested, and questions posed by sta...

AI summary The background section outlines a series of meetings and stakeholder interactions related to avoided costs, including input from NS Power, Synapse, and Resource Insights Inc., as well as discussions on the avoided cost of carbon beyond 2022.

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

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

Table 2 Year Actual Annual Escalating Series – AVC-Energy ($/MWh) 2023 $92 2024 $65 2025 $77 2026 $83 2027 $85 2028 $76 2029 $76 2030 $89 2031 $85 2032 $85 2033 $85 2034 $84 2035 $85 2036 $91 2037 $94 2038 $91 2039 $88 2040 $87 2041 $96 20...

AI summary Table 2 presents the Actual Annual Escalating Series for AVC-Energy ($ per MWh) from 2023 to 2045. The data shows fluctuating energy costs over time, with peaks in 2043 and 2044. The section titled 'A. Energy Efficiency Process Model' introduces a model related to energy efficiency processes.

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

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

Appendix A Attachment 4: 2023-2025 Settlement Plan Measure-level Energy Efficiency Technical Tables

AI summary This document presents technical tables related to the 2023-2025 Settlement Plan Measure-level Energy Efficiency. It includes detailed data on energy efficiency measures and their implementation.

projections adjustments and saturation of EE-DR enabling technologies. The Alternate Scenario assumes lower levels of incentives for DR participation and consequently lower enrollment in DR programs. [Figure 2](#page-86-1) shows the baseli...

AI summary The text discusses the impact of energy efficiency (EE) and demand response (DR) programs on peak demand projections, highlighting differences in peak demand definitions and the exclusion of certain customer segments from DR programs.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

are not called) and actual performance (when events are called). • (e.g., lighting, HVAC, industrial processes, refrigeration, pumps, fans and blowers, etc.) depending on the business and facility type. • Under the aggregator-managed turnk...

AI summary The document outlines E1's BNI Curtailment option for Large C&I and Interruptible customers, detailing both aggregator-managed and in-house delivery approaches. It describes automatic load reduction via EMCS or other controls and mentions rebates for advanced lighting and EMCS installation.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Table 22. Residential EE-DR Integration Considerations EE Program EE Program Component EE-DR Measure for Integration Corresponding DR Option for Integration Considerations Brief Description of EE-DR Integration Approach Rebates Smart Water...

AI summary This table outlines how residential energy efficiency (EE) programs can be integrated with demand response (DR) measures. It details rebate programs for smart water heaters and how customers can enroll in a direct load control option with incentives for participation.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

ies in 2023-2025 (Settlement Plan) 1 Includes both energy efficiency and demand response activities 2 $376.9M net benefits (EE) + (-$8.2M) net benefits (DR) = $368.8M total net benefits

AI summary The document outlines a settlement plan for energy efficiency and demand response activities from 2023 to 2025, highlighting a total net benefit of $368.8M, which combines $376.9M from energy efficiency and -$8.2M from demand response.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Appendix C Attachment 1: 2023-2025 Alternate Scenario Measure-level Energy Efficiency Technical Tables Appendix D Evidence of David Hill

AI summary Appendix C includes Attachment 1, which contains technical tables for energy efficiency measures from 2023 to 2025, and Appendix D, which presents evidence provided by David Hill. These sections likely support regulatory analysis and decision-making processes.

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

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

8 V. Efficiency and Electrification as Critical Strategic Resources to 9 Meet SDGA Targets 10 Q: Is it reasonable to anticipate levels of electrification higher than those represented in scenario ___________________________________________...

AI summary The document discusses the potential for higher levels of electrification than those represented in scenario 2.0C, as testified by David Hill on behalf of EfficiencyOne, referencing the NSP November 2020 electrification scenario details.

2 THE TRC TEST? 3 A. Common benefits calculated for the TRC test include avoided transmission 4 and distribution costs, avoided generation costs, avoided energy costs, avoided 5 environmental compliance costs associated with generation, av...

AI summary The TRC test evaluates the total resource cost by considering both benefits and costs, including avoided costs and non-energy benefits. It accounts for the perspective of both participants and non-participants, and treats incentives as transfer payments, except in low-income programs where they may be considered administrative costs.

7 Table 1. EfficiencyOne Program Benefit Cost Test Results Avoided Cost Program Total Resource Cost Test Benefit-Cost Ratio Treatment 2023 2024 2025 Custom Incentives 1.69 1.71 1.72 Direct Installation 1.48 1.53 1.57 Efficient Product Reba...

AI summary Table 1 presents the benefit-cost test results for the EfficiencyOne Program across various treatments and years, showing benefit-cost ratios for different program types such as Custom Incentives, Direct Installation, and Efficient Product Rebates, both with and without carbon considerations.

3. ELECTRICITY EFFICIENCY and CONSERVATION ACTIVITIES - 3.1 For the Term of this Agreement, EfficiencyOne will, - (a) provide the EECA in accordance with this Agreement; - (b) provide sufficient resources to enable EfficiencyOne to perform...

AI summary The agreement outlines EfficiencyOne's obligations under the Electricity Efficiency and Conservation Act, including timely and professional delivery of the EECA Plan, and clarifies that EfficiencyOne is solely responsible for its execution, except in cases where NSPI fails to comply with the Act.

1 IN WITNESS THEREOF , the Parties have duly executed this Agreement, in duplicate, as of the 2 date set forth above. NOVA SCOTIA POWER INCORPORATED Per: Name: Witness Title: Per: Witness Name: Title: EFFICIENCYONE Per: Name: Witness Title...

AI summary This document outlines the execution of an agreement between Nova Scotia Power Incorporated and EfficiencyOne, with Schedule A detailing the scope of electricity efficiency and conservation activities, including cumulative annual net energy and peak demand savings over the term of the agreement.

1 2 3 4 5 6 Supply Agreement for 7 ElectricityEfficiency and Conservation Activities 8 9 Between 10 11 Nova Scotia PowerIncorporated 12 13 and 14 EfficiencyOne 15 16 Effective Date – January 1, 20202023 1 Table of Contents 2 1. INTERPRETAT...

AI summary This document outlines a supply agreement between Nova Scotia Power Incorporated and EfficiencyOne for electricity efficiency and conservation activities, effective from January 1, 2020, to 2023. It includes various clauses related to interpretation, terms, price, safety, environmental protection, and dispute resolution.

Schedule "E": Approved EECA Plan EFFICIENCYONE 20202023-2022 2025 DSM COMPLIANCE FILINGPLAN FILING Supply Agreement (Redline) Appendix C-G – THIS AGREEMENT made asof the day of , 2019 2022 and effective as of the 1st day of January, 2020 2...

AI summary This document outlines an agreement between Nova Scotia Power Incorporated (NSPI) and EfficiencyOne, under the Public Utilities Act, for the supply of cost-effective Electricity Efficiency and Conservation Activities. The agreement is effective as of January 1, 2020, and includes definitions and interpretations of key terms.

(v) " Personal Information " shall mean the information provided by NSPI to (t) " Minister " has the meaning ascribed to it in the Act. EfficiencyOne pursuant to Section 79K of the Act. NSPI.

AI summary The text defines key terms such as 'Personal Information' and 'Minister' in the context of NSPI and EfficiencyOne under the Act. It references Section 79K of the Act and mentions NSPI as a party involved.

NOTIFICATION OF SIGNIFICANT CHANGES 37 5. EfficiencyOne shall provide notice of Significant Changes to NSPI at the same time as EfficiencyOne makes application to the UARB for the approval of the Significant Changes. Subject to the terms o...

AI summary EfficiencyOne is required to notify NSPI of Significant Changes simultaneously with applying to the UARB for approval. NSPI has the right to submit written comments to the UARB regarding these changes.

SAFETY 3 6. - EfficiencyOne shall at all times be responsible for safety and loss management in the supply or performance of the EECA. 4 6.1 5 - EfficiencyOne shall ensure that all employees, Subcontractors, agents and representatives of E...

AI summary EfficiencyOne is required to manage safety and loss management in the supply or performance of the EECA. They must ensure compliance with all relevant health, safety, and environmental regulations by their employees, subcontractors, agents, and representatives.

5 Electricity Efficiency and Conservation Activities 6 7 The figure below identifies the scope of savings (3 year Cumulative Annual Energy 8 Savings and Cumulative Annual Peak Demand Savings) associated with carrying out 9 EECAs over the T...

AI summary This section outlines the scope of savings from Electricity Efficiency and Conservation Activities (EECAs) over a three-year period, focusing on cumulative annual energy and peak demand savings.

48 On the First Business Day of: 20202023 20212024 20222025 January February March April May June July August September October November December Total SCHEDULE C Performance Requirements I. UARB-APPROVED PERFORMANCE TARGETS, THRESHOLDS, A...

AI summary Schedule C outlines performance requirements for EfficiencyOne under the UARB-approved Plan, including targets for cumulative annual net energy and peak demand savings. Compliance is measured against 90% achievement thresholds, with a regulatory process triggered if these targets are not met. Performance indicators include energy savings, customer satisfaction, and impacts on rates.

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

AI summary The document defines key terms related to energy efficiency, measurement accuracy, and performance evaluation, including concepts like baseline establishment, displaced wattage, EnerGuide ratings, and effective useful life. These definitions support the evaluation of energy savings and efficiency measures.

Evaluated savings Gross and net energy or peak demand savings calculated by the Evaluator using the parameters (unitary savings values, installation rates, interactive effects, net-to-gross ratio, etc.) validated or measured during the eva...

AI summary The text defines key terms related to energy efficiency program evaluations, including evaluated savings, gross savings, free-ridership, and interactive effects. These definitions provide clarity on how program impacts are measured and analyzed.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne) evaluates its 2021 demand-side management (DSM) programs, achieving 109.418 GWh in net energy savings and 27.484 MW in peak demand savings, avoiding 63,911 tonnes of CO2 eq annually. The evaluation, conducted by Econoler and partners, highlights program effectiveness and recommends enhancements.

Table 1: 2021 Portfolio Evaluation Plan DSM Program Program Components Impact Process Market Residential Residential Efficient Appliance Retirement (ARet) Condensed Products Rebates Instant Savings Comprehensive X Efficient Product Install...

AI summary The 2021 Portfolio Evaluation Plan outlines various energy efficiency programs, including appliance retirement, efficient product installation, and business energy rebates, with different levels of impact and market evaluation themes. Selected program components are highlighted for additional evaluation activities.

1.3.1 Market Transformation and Codes and Standards The objectives of this research were as follows: - › Identify practices of other jurisdictions concerning Market Transformation (MT) and Codes and Standards (C&S) attribution in terms of...

AI summary This research aims to identify practices in other jurisdictions regarding Market Transformation (MT) and Codes and Standards (C&S) attribution, understand regulatory contexts enabling savings evaluation from MT/C&S programs, identify measures under MT frameworks, and guide EOne on evaluating influences on new residential construction markets.

Table 3: 2021 Interviews Completed Program Component Program Manager 1 / EOne Staff Service Provider/ Distributors Participants Retailers Program Administrators Residential Appliance Retirement 2 - - - - Instant Savings 2 - - 8 - Home Ener...

AI summary Table 3 presents the number of interviews conducted in 2021 across various program components and stakeholder groups, including program managers, service providers, participants, and program administrators. The data highlights engagement levels for different programs such as appliance retirement, instant savings, and market transformation.

5 EMIS participant was also an SEM participant Project No. 6372 & lt;sup>2 AMH: Participant interviews were completed as part of a participant follow-up phone interview, on-site visits, or desk reviews & lt;sup>3 Custom: Six program manage...

AI summary The text details participant interviews and data collection methods conducted as part of a project involving energy efficiency programs, including Retrofit, New Construction, and Building Optimization. It mentions interviews with program managers, EOne staff, and participants, as well as follow-up interviews and on-site visits.

Other Data-collection Activities This subsection provides descriptions of other data-collection and evaluation activities carried out to achieve the impact evaluation objectives, as follows: - › Desk reviews Desk reviews were carried out f...

AI summary This section outlines data-collection and evaluation activities, including desk reviews for Affordable Multifamily Housing and savings calculation reviews for various programs such as the Mi'kmaw Home Energy Efficiency Project and Business Energy Rebates, aimed at validating savings tracking and consistency.

2.1.5 Gross Savings Analysis Gross savings refer to changes in energy consumption resulting from actions taken by participants regardless of their reasons for participating. Upon completion of the impact evaluation activities described abo...

AI summary This section discusses the calculation of gross savings from energy efficiency programs, including interactive effects and peak demand savings. Interactive effects are calculated based on site-specific or provincial averages, while peak demand savings are derived from electrical energy savings using established ratios and engineering calculations.

pillover was established by dividing the total additional savings attributable to the component by the total savings achieved by the component for all survey respondents. When the activities of a program component result in a broader influ...

AI summary The document discusses the calculation of spillover effects for various program components, such as Instant Savings and New Home Construction, based on market influences and interviews with retailers and builders. It also notes that spillover levels were updated for certain components in the 2021 evaluation, while others were not assessed.

2.2 Process and Market Evaluation The process and market evaluations were conducted using a range of activities such as program component documentation and secondary data reviews and in-depth interviews with program staff, stakeholders, an...

AI summary The process and market evaluations involved activities such as program documentation, secondary data reviews, and interviews with staff, stakeholders, and participants. Key tasks included evaluating the New Construction process and market evaluations for Instant Savings, Green Heat, and Business Energy Rebates.

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

AI summary This subsection outlines data-collection methods used for process and market evaluations, including the use of secondary data on LED markets and heat pump installations, as well as in-depth interviews with stakeholders to gather insights on program components and experiences.

Table 6: Comparison of 2021 Evaluated and Tracked Energy Savings at the Generator Portfolio Total 141.346 111.047 138.896 0.79 109.418 1,548.786 99% BNI Subtotal 90.978 71.663 88.668 0.77 68.142 970.670 95% Direct Installation Small Busine...

AI summary Table 6 compares the 2021 evaluated and tracked energy savings across different programs and portfolios, including BNI, residential, and DSM initiatives. It highlights energy savings metrics such as annual gross and net savings, NTGR, and lifetime net energy savings for various programs like Small Business Energy Solutions, Strategic Energy Management, and the Mi'kmaw Home Energy Efficiency Project.

\ Numbers may not add up due to rounding. 9 Evaluated gross and net savings includes 0.104 GWh and 0.116 GWh respectively generated by the Klondike pilot.

AI summary The text references evaluated gross and net savings from the Klondike pilot, noting 0.104 GWh and 0.116 GWh respectively. A footnote indicates that rounding may cause discrepancies in the numbers.

Table 7: Comparison of 2021 Evaluated and Tracked Peak Demand Savings at the Generator Tracked Results Evaluated Results10 DSM Program Program Component Annual Gross Savings (MW) Annual Net Savings (MW) Annual Gross Savings (MW) NTGR Annua...

AI summary Table 7 compares the evaluated and tracked peak demand savings for various demand-side management (DSM) programs in 2021, including residential and BNI programs, with metrics such as annual gross and net savings, net-to-gross ratio (NTGR), and net realization rates.

Residential Efficient Product Rebates In 2021, Residential Efficient Product Rebates achieved net electrical energy and peak demand savings of 16.788 GWh and 1.987 MW respectively at the generator. The two components under this program are...

AI summary In 2021, the Residential Efficient Product Rebates program achieved significant energy and demand savings, with two components: Appliance Retirement and Instant Savings. The program saved 16.788 GWh of electrical energy and 1.987 MW of peak demand at the generator.

Appliance Retirement - › ARet achieved its net electrical energy savings targets but not its peak demand savings targets. - › ARet participation, as well as energy and peak demand savings, increased in 2021 compared to 2020 levels partly b...

AI summary Appliance Retirement (ARET) met its net electrical energy savings targets but fell short of peak demand savings goals. Participation and savings increased in 2021 compared to 2020 due to factors like the post-pandemic recovery, increased public events, and higher rebates for full-size appliance retirements. Discrepancies between evaluated and tracked savings are minimal and attributed to variations in appliance characteristics.

Instant Savings - › Instant Savings net electrical energy savings and peak demand savings surpassed the targets. - › Instant Savings maintained a high level of participation despite challenges from the COVID-19 pandemic, with a minimal dec...

AI summary The Instant Savings program exceeded its energy and peak demand savings targets, maintained high participation during the pandemic, and saw increased diversification and spillover effects from LED products. However, free-ridership for LED lamps and spillover for LED fixtures rose significantly in 2021 compared to 2020.

Existing Residential In 2021, the net energy savings of Existing Residential reached 18.806 GWh while the net peak demand savings amounted to 9.378 MW at the generator. Existing Residential is comprised of Home Energy Assessment, Green Hea...

AI summary In 2021, the Existing Residential program achieved 18.806 GWh of net energy savings and 9.378 MW of net peak demand savings. The program includes Home Energy Assessment, Green Heat, Efficient Product Installation, Mi'kmaw Home Energy Efficiency Project, and Affordable Multifamily Housing, with results of each component discussed.

Home Energy Assessment - › HEA net electrical energy and peak demand savings fell short of targets. - › Savings per home continued to decrease but to a smaller extent than what has been observed since HEA has been open to both electrically...

AI summary The Home Energy Assessment (HEA) program's net electrical energy and peak demand savings have fallen short of targets, with savings per home decreasing but at a slower rate than previously observed. The Evaluator confirmed that tracked savings by EOne align with their findings, but noted potential for increased calculation errors in the HEA tracking sheet due to frequent modifications.

Efficient Product Installation - › EPI net electrical energy and peak demand savings fell short of targets. - › Savings per participant continued to decrease, driven by a further decrease in the number of LED lamps installed per household...

AI summary The Efficient Product Installation (EPI) program's net electrical energy and peak demand savings have fallen short of targets. Savings per participant have decreased, partly due to fewer LED lamps being installed per household. Free-ridership levels remain similar to 2019, but spillover has increased. Discrepancies between evaluated savings and initial estimates are minimal.

Mi'kmaw Home Energy Efficiency Project - › MHEEP net electrical energy and peak demand savings fell short of targets. - › Average electrical savings per participant increased in 2020, especially for peak demand savings. - › The evaluated n...

AI summary The Mi'kmaw Home Energy Efficiency Project (MHEEP) did not meet its energy and peak demand savings targets. However, average electrical savings per participant increased in 2020, particularly for peak demand. The savings evaluated by the Evaluator matched the initial net savings tracked by EOne.

New Residential New Residential is comprised of one program component: New Home Construction. In 2021, New Home Construction achieved net energy savings of 5.683 GWh and net peak demand savings of 2.285 MW at the generator.

AI summary The New Residential program, specifically the New Home Construction component, achieved significant energy and peak demand savings in 2021, with net energy savings of 5.683 GWh and net peak demand savings of 2.285 MW at the generator.

New Home Construction - › NHC net electrical energy savings surpassed targets but net peak demand savings fell short of targets. - › In 2021, NHC participation levels were lower than in 2020. - › Evaluated gross savings were identical to t...

AI summary New Home Construction (NHC) net electrical energy savings exceeded targets, but net peak demand savings did not meet expectations. Participation in 2021 was lower than in 2020, and evaluated gross savings matched those tracked by EOne, while net savings were slightly higher.

Efficient Product Rebates Efficient Product Rebates is comprised of one program component-, Business Energy Rebates, which is further comprised of two services, namely Mail-in and Instant Rebates. In 2021, Business Energy Rebates achieved...

AI summary The Efficient Product Rebates program includes Business Energy Rebates, which offers Mail-in and Instant Rebates. In 2021, the program achieved 33.491 GWh in net energy savings and 5.401 MW in net peak demand savings at the generator.

Custom Incentives In 2021, Custom Incentives achieved 25.165 GWh in net energy savings and 6.390 MW in net peak demand savings at the generator through its three components, namely Custom, Energy Management Information Systems, and Strateg...

AI summary In 2021, Custom Incentives achieved significant energy and peak demand savings through its components, including Retrofit, New Construction, and Building Optimization, with the Retrofit service also participating in the OEM Operational Demand Savings pilot.

Strategic Energy Management - › SEM net energy and peak demand savings did not meet targets. - › The SEM participation level has remained stable over the past four years - › While adjustments to energy savings were minor, adjustments made...

AI summary The Strategic Energy Management (SEM) program's net energy and peak demand savings have not met targets. Participation levels have remained stable, but adjustments to peak demand savings were significant due to unreported savings by EOne. A new methodology for estimating EUL values has led to higher average EUL for SEM.

Table 8: 2021 Free-ridership, Spillover and NTGRs Program Component and Measure Type Free-ridership Levels Spillover Levels NTGR Residential Refrigerators - 0.56 Freezers - 0.47 Appliance Retirement a Air Conditioners - 0% 0.53 Small Refri...

AI summary Table 8 presents data on free-ridership, spillover, and net-to-gross ratios (NTGRs) for various energy efficiency programs in 2021, including appliance retirement, LED lighting, home energy assessments, and business energy rebates. The table highlights varying levels of free-ridership and spillover across different program components and participant groups.

Table 10: 2021 Evaluated Avoided GHG Emissions DSM Program Program Component Avoided GHG Emissions in CO2 eq Tonnes Evaluated Results (GWh) Residential Residential Efficient Product Appliance Retirement 1,445 2.474 Rebates Instant Savings...

AI summary Table 10 presents the evaluated avoided greenhouse gas (GHG) emissions for various demand-side management (DSM) programs in 2021, including residential, BNI, and portfolio totals. The table lists emissions in CO2 eq tonnes and evaluated results in GWh for each program component.

4.1 Participant and Partner Satisfaction The 2021 evaluation revealed very high participant satisfaction with EOne and its programs. Green Heat, Business Energy Rebates – Mail-in and Small Business Energy Solutions all received participant...

AI summary The 2021 evaluation showed very high participant satisfaction with EOne and its programs, including Green Heat, Business Energy Rebates – Mail-in, and Small Business Energy Solutions. Program partners also reported high satisfaction with Instant Savings and Business Energy Rebates – Mail-in.

Table 11: 2021 Satisfaction Results DSM Program Program Component Participant Satisfaction Partner Satisfaction Residential Residential Efficient Product Rebates Instant Savings - 8.0 Green Heat 9.0 - Existing Residential Efficient Product...

AI summary Table 11 presents 2021 satisfaction results for various energy efficiency programs in Nova Scotia. Participant and partner satisfaction scores are listed for different program components, with most scoring 8.0 or higher on a 10-point scale.

4.2 Annual Savings Performance by Program Component [Table](#page-39-1) 12 presents the EOne planned savings, 11 evaluated results, and the variance between them.

AI summary The section discusses the annual savings performance by program component, presenting a table that compares EOne planned savings with evaluated results and the variance between them.

Table 12: 2021 Planned Savings and Evaluated Results Planned Savings Evaluated Results Variance Program Component and DSM Program GWh MW GWh MW GWh (%) MW (%) Residential Residential Efficient Product Rebates 13.012 1.654 16.788 1.987 29%...

AI summary Table 12 outlines the 2021 planned savings and evaluated results for various energy efficiency programs in Nova Scotia, including residential, BNI, and portfolio totals. The data shows variances between planned and actual outcomes, with some programs exceeding expectations and others falling short.

Table 13: Evaluated Net Energy Savings at the Generator, 2017-2021 Energy Savings (GWh) Energy Savings (%) DSM Program Program Component 2017 2018 2019 2020 2021 2017 2018 2019 2020 Appliance Retirement 3.094 2.657 2.545 2.111 2.474 2% 2%...

AI summary Table 13 presents evaluated net energy savings from various DSM programs and components between 2017 and 2021, including Appliance Retirement, Instant Savings, Home Energy Assessment, Green Heat, Efficient Product Installation, and others. The data shows energy savings in gigawatt-hours and percentages for each year.

Instant Savings: LED Lamps and Fixtures EOne has been active in the LED market since 2011 through Instant Savings. Electro-federation Canada (Electrofed) data available up to the year 2020 were used to estimate residential lighting market...

AI summary The document discusses the growth of LED lamps and fixtures in Nova Scotia, highlighting their increasing market share and the impact of the pandemic on sales. LED lamps, particularly non-A-type lamps, are in a sustained growth phase, while LED fixtures also show strong growth. Retailer feedback is mixed regarding future sales trends.

Business Energy Rebates: LED Lamps and Fixtures To establish key market indicators and understand the state of the Nova Scotia BNI LED lighting market, the Evaluator analyzed Electrofed commercial and industrial market data for lamps and f...

AI summary The analysis of the Nova Scotia BNI LED lighting market from 2018 to 2020 shows a significant decline in commercial and industrial lamp shipments, particularly for LED lamps. However, LED fixtures have seen increased adoption, with a growing share of total fixture shipments and stabilizing prices and rebate values.

Green Heat: Mini-split Heat Pumps Key sources of information for the market evolution assessment were heat pump data and assumptions included in the 2020 and 2021 NS Power load forecast and associated regulatory filings. In addition, the E...

AI summary The market for mini-split heat pumps (MSHPs) in Nova Scotia is growing, with increased sales and incentives from EOne. NS Power's load forecasts and distributor reports indicate sustained consumer interest and growth potential for MSHPs, especially during and after the pandemic.

6.1 Market Transformation and Codes and Standards The literature review was first aimed at defining MT: "The strategic process of intervening in a market to create lasting change in market behaviour by removing identified barriers or explo...

AI summary The section discusses market transformation (MT) programs, explaining their strategic role in removing barriers to energy efficiency. It notes that as products become more efficient, traditional incentive-based programs face challenges. MT programs cover a range of technologies and include activities like training, code enforcement support, and marketing tool development.

CONCLUSION AND RECOMMENDATIONS Overall savings achieved in 2021 were below target levels, with the residential portfolio coming closer to meeting targets than the BNI portfolio. The Evaluator made a cross-cutting recommendation in the 2020...

AI summary Overall savings in 2021 were below target, with residential programs performing better than BNI. EOne adapted to the pandemic by adjusting incentives and marketing, which helped some programs recover pre-pandemic savings. However, some programs still lagged due to shutdowns and slower customer response. Market evolution work highlighted potential supply issues for certain measures.

Table 15: 2021 Recommendations on Residential Program Components No. Recommendation Instant Savings – R1 Update the LED lamp and fixture baselines in the 2020-2022 Measure Assessment to reflect updates to regulations, the growing presence...

AI summary The text discusses recommendations for updating residential energy efficiency programs in Nova Scotia. It suggests updating LED lamp and fixture baselines to reflect market trends and simplifying the tracking sheet for evaluation purposes to reduce calculation errors and improve data integration.

Table 16: 2021 Recommendations on Business, Non-profit, and Institutional Program Components No. Recommendation BER – R1 The Evaluator recommends that EOne consider changes to the lighting measure worksheet to improve the accuracy of track...

AI summary The Evaluator recommends that EOne improve the lighting measure worksheet by adjusting fields related to hours of use, peak coincidence factors, and heating systems to increase accuracy, as detailed in Subsection 5.2.1 of the 2021 BER Evaluation Report.

APPENDIX I BIBLIOGRAPHY Program Components Bibliographic References Measure Assessment Centre for Energy Advancement through Technology Innovation (CEATI), Drain Water Heat Recovery Energy Savings Calculator, http://www.ceati.com/calculato...

AI summary Appendix I of the document lists various bibliographic references used in the proceeding, including technical documents, studies, and program evaluations related to energy efficiency and water use. These references are used for assessing program components such as measure assessment, residential water end uses, and energy savings algorithms.

SBES NTGR Free-ridership algorithm Low Free-ridership Participant High Free-ridership Participant Average Free ridership Participant E7. The promotion of energy efficiency carried out by Efficiency Nova Scotia prompted you to consider inst...

AI summary The document discusses the calculation of free-ridership in the context of energy efficiency programs promoted by Efficiency Nova Scotia. It includes a table with different scenarios for free-ridership participants and revised free-ridership calculations based on certain conditions.

Table 42: Average LED Prices by Fixture Type, 2017-202171 Table 43: Free-ridership Level for LED Fixtures 2019-2021 72 Table 44: Overview of 2021 Key Factors in Program Planning74 Table 45: Overall 2021 Residential Efficient Product Rebate...

AI summary The document contains a list of tables and figures related to energy efficiency programs, including average LED prices, free-ridership levels, and participation metrics for residential and commercial programs. It also includes figures that track savings, shipments, and market evolution for LED lighting in Atlantic Canada.

Evaluation Approach The evaluation was aimed at calculating program component gross and net results, namely electrical first-year and lifetime energy savings, peak demand savings, as well as avoided greenhouse gas (GHG) emissions. [Table](...

AI summary The evaluation approach focuses on calculating program component gross and net results, including electrical first-year and lifetime energy savings, peak demand savings, and avoided greenhouse gas emissions. A table summarizes the evaluation type and methodology for each program component.

Table 1: Summary of 2021 Residential Efficient Product Rebates Program Evaluation Program Evaluation Type Methodology Component Impact Process Market Appliance Retirement Condensed › Tracking sheet audit › Measure Assessment (MA) update ›...

AI summary This section summarizes the evaluation of the 2021 Residential Efficient Product Rebates Program, focusing on two components: Appliance Retirement and Instant Savings. It outlines the evaluation types, methodologies, and key activities such as tracking sheet audits, measure assessments, participant surveys, and GHG emission reduction calculations.

Table 2: Overall 2021 Residential Efficient Product Rebates Participation and Evaluated Savings Participa tion Level Gross Sa vings NTGR Net Sav ings Value Unit Value Unit Value Value Unit ARet Energy Savings 4.462 GWh 0.55 2.474 GWh Lifet...

AI summary The Residential Efficient Product Rebates program exceeded its 2021 targets for net electrical energy savings and peak demand savings by 29% and 20%, respectively, with Instant Savings being the primary contributor to these achievements.

Instant Savings Findings and Recommendations This subsection presents the key findings and recommendations from the Instant Savings evaluation. 2021 Instant Savings-Finding: Instant Savings net electrical energy savings and peak demand sav...

AI summary The 2021 Instant Savings program exceeded its energy and peak demand savings targets by 35% and 36%, respectively. Despite the challenges of the pandemic, participation remained high. Non-lighting products contributed significantly to savings, while free-ridership and spillover effects for LED lamps and fixtures increased. The report includes figures and tables summarizing performance metrics and NTGRs.

2021 Instant Savings-Findings: LED lamps and fixtures represent the majority of new lighting shipments, thus compressing shares of other technologies, notably CFLs. LED lamp shipments continued to grow and, based on Electrofed data, repres...

AI summary The text discusses the growing dominance of LED lamps and fixtures in the market, with LED lamps representing over 60% of Atlantic Canada shipments in 2020 and CFLs declining to 5% in 2019. It recommends updating baselines in the 2020-2022 Measure Assessment to reflect these trends and the anticipated shift to LEDs following U.S. regulations.

Table 5: Comparison of 2021 Instant Savings Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 15.559 GWh 0.89 13.820 GWh...

AI summary Table 5 compares the 2021 instant savings tracked by EOne and the evaluated savings at the generator, including gross savings, net-to-gross ratio (NTGR), net savings, and realization rate for both energy and peak demand savings.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne) is a non-profit organization responsible for energy efficiency programs in Nova Scotia, funded by Nova Scotia Power ratepayers. EOne's 2021 DSM program portfolio includes the Residential Efficient Product Rebates program, which has two components: Appliance Retirement and Instant Savings. The evaluation report discusses the impact evaluation methodology, including baseline definitions, savings calculation, parameters, and net-to-gross ratios.

Table 6: Types of Evaluations Conducted for Each Program Component, 2021 Program Program Component 2021 Process Market Impact ARet Condensed Residential Efficient Product Rebates Instant Savings X Comprehensive To carry out this evaluation...

AI summary In 2021, an evaluation was conducted for the Residential Efficient Product Rebates program's Instant Savings component, focusing on market and impact aspects. Econoler led the evaluation, coordinating activities and preparing reports, while Narrative Research conducted interviews and surveys and analyzed data.

-off appliance, either at a community event or at the warehouse directly. To participate in ARet, participants must own the appliance(s) to be retired. The following rebates are offered through ARet: - › $30-$50 for each retired full-sized...

AI summary The Appliance Retirement (ARET) program offers rebates for retiring inefficient appliances and provides replacements using DSM funds for eligible participants. Due to pandemic restrictions, replacement rates were slow, but EOne increased incentives and hosted community events to boost participation. The program aimed for 2.41 GWh in energy savings and 0.414 MW in peak demand savings in 2021.

1.2 Follow-up on Past Evaluation Report Recommendations The Evaluator evaluated ARet in previous years and issued improvement recommendations. No major recommendations were made in 2020, and only one recommendation from 2018 remains under...

AI summary The Evaluator previously assessed the Appliance Retirement (ARET) program and issued improvement recommendations. Only one recommendation from 2018 remains under review, with incentives for full-size refrigerators and freezers increased from $30 to $50 in July 2021 to boost participation.

Unitary Savings Review The Evaluator reviewed the unitary savings values of refrigerators and freezers to account for the evolving mix of manufacture year-class and average unit size, then updated the 2020-2022 Measure Assessment 4 accordi...

AI summary The Evaluator reviewed unitary savings values of refrigerators and freezers, considering changes in manufacturing year-class and average unit size, and updated the 2020-2022 Measure Assessment accordingly. The assessment provides details on energy and peak demand savings for EOne's DSM program portfolio.

Calculations Using Evaluation Results Building on all the above methods and data collected, the Evaluator calculated the first-year and lifetime energy and peak demand savings as per the calculation methodology presented in Section [3](#pa...

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings using data collected and methods outlined in Section 3 of the document.

3.2 Gross Savings For ARet, gross savings correspond to the change in energy consumption resulting from the retirement of energy inefficient appliances in participants' homes, regardless of why they participated and what they would have do...

AI summary Gross savings for the Appliance Retirement (ARet) program are calculated based on energy consumption changes from retiring inefficient appliances. In 2021, unitary savings values for freezers and refrigerators were updated using data from the ARet tracking sheet, with detailed calculations found in the 2020-2022 Measure Assessment.

3.2.1 Unitary Energy Savings [Table](#page-103-1) 9 below presents the tracked and evaluated energy savings for each type of appliance retired through ARet or replaced under HomeWarming and MHEEP in 2021. For refrigerator and freezer retir...

AI summary The document discusses unitary energy savings from appliance retirements and replacements in 2021, noting variations due to eligibility criteria changes for freezers. The change in criteria led to inconsistent classifications of 7 ft³ freezers, which affected tracking consistency, though the impact on overall savings was minimal.

Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity peak demand period in Nova Scotia is between 5 p.m. and 7 p.m. in the months of Dec...

AI summary The document discusses peak demand savings in Nova Scotia, specifically during the evening hours of December to February on non-holiday weekdays. It references a table that lists unitary peak demand savings from appliance retirements and replacements in 2021 through programs like ARET, HomeWarming, and MHEEP.

Table 10: 2021 ARet Tracked and Evaluated Unitary Peak Demand Savings Appliance Tracked Unitary Peak Demand Savings [W] Evaluated Unitary Peak Demand Savings [W] ARet – Retirement Refrigerators 92.5 92.6 Freezers 124 119 Air Conditioners 0...

AI summary Table 10 presents the tracked and evaluated unitary peak demand savings for various appliances under the Appliance Retirement (ARET) program in 2021, including both retirement and replacement initiatives like HomeWarming and MHEEP. The data highlights the impact of retiring and replacing appliances on demand reduction.

3.2.4 Effective Useful Life The effective useful life (EUL) values are used in the calculation of electrical energy savings that are expected to persist over time. For ARet, the lifetime energy savings and equivalent EUL of a unit are high...

AI summary The text discusses the calculation of effective useful life (EUL) values for appliance retirement (ARET) programs, emphasizing how the remaining useful life (RUL) of old appliances affects energy savings. Equivalent EUL values from the 2020-2022 Measure Assessment are used to calculate gross and net lifetime energy savings, resulting in differences between weighted average EUL values for gross and net savings.

Table 11: 2021 ARet Equivalent Effective Useful Life Values Appliance Tracked Equivalent EUL [years] Evaluated Equivalent EUL [years] Evaluated Gross Lifetime Unitary Savings [kWh] ARet – Retirement Refrigerators 4 No change 2,684 Freezers...

AI summary Table 11 presents the 2021 ARet Equivalent Effective Useful Life (EUL) values for various appliances, including refrigerators, freezers, air conditioners, and dehumidifiers, under both tracked and replacement programs such as HomeWarming and MHEEP. The table shows no changes in EUL values for most appliances, with evaluated gross lifetime unitary savings provided in kWh.

The gross energy and peak demand savings resulting from the retirement of old appliances through ARet and the appliance replacements through HomeWarming and MHEEP are listed in [Table](#page-107-0) 12 below. The total gross energy and peak...

AI summary The text discusses energy and peak demand savings from appliance retirement and replacement programs, including ARet, HomeWarming, and MHEEP. It references line loss factors used in calculations submitted to the Nova Scotia Utility and Review Board (UARB) as part of a 2014 study. The savings are presented in terms of gross energy and peak demand at the generator level.

3.3 Net Savings The Evaluator determined the net energy and peak demand savings, i.e. the electrical energy and peak demand savings that can be reliably attributed to a program component, by estimating the NTGR. In the case of ARet, the NT...

AI summary The Evaluator calculated net energy and peak demand savings by estimating the Net-to-Gross Ratio (NTGR), considering factors like free-ridership and spillover effects for the Appliance Retirement (ARET) program. For appliances replaced through HomeWarming and MHEEP, a NTGR of 1 was assumed due to strict eligibility criteria.

3.3.4 Evaluated Net Savings Net savings represent the savings that can be reliably attributed to a program component. For ARet, net savings are calculated by applying the NTGR values to gross savings as illustrated in the following equatio...

AI summary The document calculates net savings for the Appliance Retirement (ARET) program by applying the Net-to-Gross Ratio (NTGR) to gross savings. Total net energy and peak demand savings are reported as 2.474 GWh and 0.357 MW, respectively, with net lifetime energy savings of 9.925 GWh and an average Energy Use Life (EUL) of 4.0 years.

Evaluated 2021 ARet Net Energy and Peak Demand Savings (Continued) HomeWarming MHEEP Measure Category Refrigerators Freezers Dehumidifiers Refrigerators Freezers Dehumidifiers Total Energy Savings Gross Energy Savings – at the Meter (GWh)...

AI summary The document presents a table evaluating the 2021 ARet Net Energy and Peak Demand Savings for HomeWarming and MHEEP programs. It includes metrics such as gross and net energy savings, line loss factors, equivalent effective useful life, and peak demand savings across various appliance categories.

Table 17: Comparison of 2021 ARet Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 4.542 GWh 0.56 2.549 GWh Evaluation R...

AI summary Table 17 compares 2021 ARet tracked and evaluated savings at the generator, showing energy and peak demand savings tracked by EOne and evaluation results, including net-to-gross ratios and realization rates.

4 ARET KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the 2021 ARet evaluation comprised a condensed impact evaluation and its main objectives were as follows: › Calculate gross and net ARet results, namely electrical first-year...

AI summary The 2021 ARet evaluation found that the program achieved its net electrical energy savings targets but not its peak demand savings targets. Participation increased in 2021 due to factors like the post-pandemic recovery and rebate increases. Energy savings were slightly lower than initially tracked due to variations in appliance characteristics.

Table 18: List of 2021 Rebates by Product Products Offered During Campaigns Rebate ENERGY STAR Certified Light Emitting Diode (LED) Non-A-type Lamps (single & multipacks) $7/unit or up to 50% off package price Dimmer Switches or Wi-Fi Enab...

AI summary Table 18 lists the 2021 rebates offered for various energy-efficient products, including LED lamps, thermostats, motion sensors, and heat pump water heaters, with varying rebate amounts and conditions.

5.3 Participation History In 2021, a total of 201,175 eligible products were sold in participating stores across Nova Scotia, which represents a decrease of 2% compared to 2020. EOne reported that retailers noted that many, if not all, Ins...

AI summary In 2021, sales of eligible energy-efficient products in Nova Scotia decreased slightly overall, with some categories like LED lamps and clothesline kits declining. However, sales of control products, heat pump water heaters, and variable speed pool pumps increased significantly, driven by incentives and product introductions.

Table 20: Number of Rebated Products Sold Through Instant Savings, 2020-2021 Product Category 2020 2021 Variation ENERGY STAR Certified Non-A-type LED Lamps 94,148 76,443 19% ENERGY STAR Certified LED Fixturesa 66,094 62,125 6% Controlsb 2...

AI summary Table 20 presents the number of rebated products sold through the Instant Savings program between 2020 and 2021, showing a slight overall decrease of 2% despite some categories, like appliances, experiencing a significant increase of 73%.

6 INSTANT SAVINGS EVALUATION APPROACH The 2021 Instant Savings evaluation includes a market evaluation and a comprehensive impact evaluation. The main objectives of the 2021 Instant Savings evaluation are as follows: - › Collect informatio...

AI summary The 2021 Instant Savings evaluation aims to collect participant and partner perspectives, calculate energy savings and GHG emissions, and analyze the market evolution of LED lamps and fixtures. The evaluation includes both market and impact assessments, with specific research questions and methods outlined in Table 21.

Table 21: 2021 Instant Savings Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant and partner perspectives › What is the awareness level about Instant Savings and how did participant...

AI summary Table 21 outlines the 2021 Instant Savings Evaluation Approach, detailing objectives, research questions, and methodology for evaluating the program. It includes data collection methods such as participant surveys and retailer interviews to assess awareness, satisfaction, and the program's impact on energy savings and market evolution of LED products.

Unitary Savings Review Given the rapid evolution of the lighting market, the unitary savings values of LED lights and fixtures were reviewed as part of the 2021 evaluation. The Evaluator conducted a literature review and reviewed tracking...

AI summary The unitary savings values of LED lights and fixtures were reviewed in 2021 due to rapid market changes. The Evaluator performed a literature review and analyzed tracking sheet data for all LED products, updating the 2020–2022 Measure Assessment accordingly.

EUL Update The EUL values of lighting measures, for which baseline changes are anticipated during the measure lifetimes, were updated according to the 2021 tracking sheet. The 2020–2022 Measure Assessment was updated accordingly.

AI summary The EUL values for lighting measures have been updated based on the 2021 tracking sheet, reflecting anticipated baseline changes during the measure lifetimes. The 2020–2022 Measure Assessment was also updated accordingly.

Calculations Using Evaluation Results Building on all the above methods and collected data. the Evaluator calculated the first-year and lifetime energy and peak demand savings using the calculation methodology presented in Section [8](#pag...

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings using the methodology outlined in Section 8. The 2020–2022 Measure Assessment serves as a reference for calculating energy and peak demand savings for EOne's DSM program portfolio, including effective useful life measures for all measures offered.

GHG Emission Reduction Calculations To obtain net avoided GHG emissions in CO 2 eq for Instant Savings, the Evaluator multiplied the net energy savings by the latest Nova Scotia-specific factor for GHG emissions generated by electricity pr...

AI summary The document discusses how net avoided GHG emissions for the Instant Savings program are calculated by multiplying net energy savings by a Nova Scotia-specific factor for GHG emissions from electricity production, derived from NS Power data.

7.1 Participant Perspectives An online participant survey was conducted as part of the Instant Savings evaluation. A total of 120 surveys were completed with LED purchasers during the 2021 fall campaign. A distinction was made between cons...

AI summary A survey of 120 LED purchasers in Nova Scotia revealed that 58% were aware of the Instant Savings program, with in-store promotions being the main source of awareness. Most purchasers intended to replace existing bulbs or install new fixtures, and awareness of rebates was high at the point of purchase. Awareness of in-store signage was also consistent with previous years.

7.2.1 Satisfaction with Instant Savings Retailers are generally satisfied with Instant Savings overall, with an average satisfaction score of 8 on a 10-point scale where 1 means "Not at all satisfied" and 10 means "Completely satisfied". F...

AI summary Retailers are generally satisfied with the Instant Savings program, with an average score of 8 on a 10-point scale. Some challenges include difficulty finding program information online, a cumbersome SKU approval process, and differences in provincial rebate levels. Retailers are highly satisfied with interactions with Summerhill representatives.

LED Lamps Overall, Instant Savings is seen as having a limited influence on enhancing both consumer and sales staff knowledge about LED lamps and their benefits (average influence rating of 5.7 and 4.7. respectively), although retailers ge...

AI summary Retailers report limited influence of the Instant Savings program on consumer and staff knowledge of LED lamps, though awareness has increased over time. The program has minimal impact on the variety of LED lamps stocked, with inventory decisions driven more by supplier recommendations and consumer demand than by the rebate. Inventory levels show mixed results, with some retailers needing to increase stock during campaigns and others not seeing significant sales increases.

Table 24: Influence of Instant Savings on LED Fixtures, 2019-2021 2 019 20 )20 2021 Influence Factors Sample Size Mean Sample Size Mean Sample Size Consumer knowledge about LED fixtures and their benefits 6.4 7 6.5 8 5.8 6 Staff knowledge...

AI summary Table 24 presents data on the influence of instant savings on LED fixtures from 2019 to 2021, highlighting factors such as consumer and staff knowledge, and the quantity and variety of LED fixtures stocked in-store. The data is measured on a scale from 0 to 10, with higher values indicating greater influence.

8.2.2 Unitary Energy Savings The Evaluator validated the unitary savings values based on the 2020–2022 Measure Assessment and reviewed the unitary savings values for LED lamps and fixtures. Appendix VIII provides the detailed description o...

AI summary The Evaluator validated and revised unitary energy savings values for LED lamps, fixtures, and heat pump water heaters based on 2021 sales data and 2018–2020 ARet tracking sheets. Other products' savings values remained unchanged due to stable parameters and lack of more recent data.

Table 25: 2021 Instant Savings Tracked and Evaluated Unitary Energy Savings Product Tracked Savings [kWh/year] Evaluated Savings [kWh/year] ENERGY STAR Certified LED Non-A-type Lamps (R, BR, and Decorative) 45.0 47.2 ENERGY STAR Certified...

AI summary Table 25 presents the 2021 Instant Savings Tracked and Evaluated Unitary Energy Savings for various energy-efficient products. The table compares tracked and evaluated savings in kWh/year for different items such as LED lamps, motion sensors, thermostats, and water heaters, indicating varying levels of energy savings impact.

Table 26: 2021 Instant Savings Tracked and Evaluated Unitary Peak Demand Savings Product Tracked Savings [W/year] Evaluated Savings [W/year] ENERGY STAR Certified LED Non-A-type Lamps (R, BR, and Decorative) 7.29 7.65 ENERGY STAR Certified...

AI summary Table 26 presents 2021 instant savings data for various energy-efficient products, comparing tracked and evaluated savings in watts per year. Some products show increases in evaluated savings, while others remain unchanged, indicating varying levels of effectiveness in reducing peak demand.

8.2.4 Interactive Effects In a home, interactive effects occur when implementing energy efficiency measures has an impact on the energy consumption of other elements such as heating and cooling. Interactive effects occur only when products...

AI summary Interactive effects in a home occur when energy efficiency measures impact other elements like heating and cooling. For example, replacing incandescent lighting with LED lamps increases winter heating load and decreases summer cooling load.

Lighting Products and Controls The weighted interactive effects factors for lighting products were established as part of the 2020–2022 Measure Assessment activities and considered the various types of space heating and cooling found in No...

AI summary The document discusses the weighted interactive effects factors for lighting products, established during the 2020–2022 Measure Assessment. These factors account for both indoor and outdoor usage of ENERGY STAR certified LED lamps and fixtures, as part of the Instant Savings program.

Table 27: 2021 Instant Savings Interactive Effects Factors for Lighting Products Product Category - LED Lamps Fixtures and Other Indoor Devices Weighted Energy Interactive Effects Factor Weighted Peak Demand Interactive Effects Factor Indo...

AI summary Table 27 provides 2021 Instant Savings Interactive Effects Factors for various lighting products, including LED lamps, fixtures, and motion sensors. The table shows weighted energy and peak demand interactive effects factors, along with indoor and outdoor percentages for each product category.

Table 28: 2021 Instant Savings Equivalent EUL Values Product Tracked Equivalent EUL [years] Evaluated Equivalent EUL [years] Evaluated Gross Lifetime Unitary Savings [kWh] ENERGY STAR Certified LED Non-A-type Lamps (R, BR, and Decorative)...

AI summary Table 28 presents the 2021 Instant Savings Equivalent EUL values for various energy-efficient products. It shows the tracked and evaluated Equivalent Useful Life (EUL) in years and the gross lifetime unitary savings in kWh for each product category.

Table 29: Evaluated 2021 Instant Savings Gross Energy and Peak Demand Savings LED Non-A-t ype Lamps LED Recessed LED ENERGY STAR Fixtures Dimmer Indoor Product Category R, BR, and Decorative Others Downlight Fixtures Without Motion Sensors...

AI summary Table 29 presents evaluated 2021 Instant Savings Gross Energy and Peak Demand Savings, detailing energy savings and peak demand reductions for various lighting and energy efficiency products, including LED lamps, motion sensors, and dimmers, with metrics such as energy savings in GWh and peak demand savings in MW.

Evaluated 2021 Instant Savings Gross Energy and Peak Demand Savings (Continued) Product Category Outdoor Motion Sensors Power Bars with Timers Smart Power Bars Heavy-duty Outdoor Timers Programmable Thermostats Smart Thermostats for EBB Cl...

AI summary The document presents a detailed evaluation of energy and peak demand savings from the 2021 Instant Savings program, including data on various product categories, their energy savings values, and lifetime energy savings at the generator level.

8.3 Net Savings The Evaluator determined the net energy and peak demand savings, that is the electrical energy and peak demand savings that can be reliably attributed to a program component, by estimating the NTGR. In the case of Instant S...

AI summary The Evaluator calculated net energy and peak demand savings by estimating the NTGR, considering free-ridership and spillover for LED lamps and fixtures, which account for 41% of total gross savings in the Instant Savings program.

8.3.2 Spillover Throughout the year, sales of eligible products may have occurred due to the influence of Instant Savings even if no discount was offered. This influence is due to better knowledge and awareness about energy efficient produ...

AI summary The text discusses the 'spillover' effect of the Instant Savings program on the sales of energy-efficient products, particularly non-A-type LED lamps and LED fixtures. Retailer interviews and sales data were used to estimate the market effects, with spillover levels measured at 9% for non-A-type LED lamps and 32% for LED fixtures in 2021.

Net savings are defined as the changes in energy use that are attributable specifically to Instant Savings. Net program component impacts were estimated by applying the overall NTGR to gross savings, as exemplified in the following equatio...

AI summary The document defines net savings as changes in energy use attributable to Instant Savings, using the NTGR to estimate net program component impacts. Instant Savings achieved 14.314 GWh in net electrical energy savings and 1.629 MW in net peak demand savings, with a weighted average EUL of 8.4 years for net electrical energy savings.

Table 36: Evaluated 2021 Instant Savings Net Energy and Peak Demand Savings LED Non-A-ty /pe Lamps LED ENERGY S STAR Fixtures Dimmor Indoor Product Category R, BR, and Decorative Others Recessed Downlight Fixtures Without Motion Sensors Wi...

AI summary Table 36 presents the evaluated 2021 Instant Savings Net Energy and Peak Demand Savings for various products and categories, including energy savings at the meter and generator, line loss factors, and peak demand savings. The table includes categories such as LED lamps, STAR fixtures, and dimmer switches, along with their respective energy and peak demand savings.

Evaluated 2021 Instant Savings Net Energy and Peak Demand Savings (Continued) Product Category Efficient Clothes Washers Efficient Clothes Dryers Room Air Purifiers Dehumidifiers Pool Pumps Heat Pump Water Heaters Showerheads Total for All...

AI summary The document presents evaluated 2021 Instant Savings Net Energy and Peak Demand Savings data across various product categories, including energy savings at the meter and generator, NTGR, line loss factors, and net lifetime energy savings. The data includes metrics such as gross and net energy savings, effective useful life, and peak demand savings.

Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 15.559 GWh 0.89 13.820 GWh Evaluation Results 15.792 GWh 0.91 14.314 GWh 104% Peak Demand Savings Tracked Savings by E...

AI summary The table presents energy and peak demand savings data, including gross savings, net savings, and realization rates. It shows tracked and evaluated savings by EOne, with NTGR values calculated as the ratio of net savings to gross savings. The realization rate for energy savings is 104%.

9.1 Market Indicators – LED Lamps The Evaluator analyzed available market data and established key market indicators to understand the state of the LED lamp market in Nova Scotia.

AI summary The Evaluator analyzed available market data to establish key market indicators for the LED lamp market in Nova Scotia, providing insights into its current state.

9.1.1 Market Shares of Lamp Technologies in Atlantic Canada The residential lighting market continues to be dominated by four main technologies, namely incandescent, halogen, CFL, and LED lamps. Secondary consumer data from Electro-Federat...

AI summary The residential lighting market in Atlantic Canada has seen a shift towards LED lamps, which now dominate with 62% of the market in 2020. This growth is attributed to the longer lifespan of LEDs compared to incandescent and halogen lamps. Incandescent and halogen lamp shares have declined significantly, while the impact of the COVID-19 pandemic on shipments in 2020 is noted. CFL data for 2020 is unavailable.

9.1.2 LED Lamps Rebated by Instant Savings [Figure](#page-158-2) 16 below illustrates the number of LED lamps rebated by Instant Savings since 2013, broken down by lamp type where data were available. Since A-type lamps were no longer reba...

AI summary The document discusses the number of LED lamps rebated by the Instant Savings program from 2013 to 2021, showing a decline in rebates after 2018, particularly for A-type lamps. The decrease in non-A-type lamps and BR, R, and decorative lamps is noted, though this trend contrasts with Electrofed data. The Evaluator recommends monitoring the situation due to uncertainties and supply chain issues during the pandemic.

Table 39: EOne Rebated LED Lamp Replacement Intention, 28 2015-2021 Replacement Intention 2015 2016 2017 2018 2019 2020 2021 Early Replacement 81% 77% 70% 59% 43% 27% 24% Replace on Burn-out 19% 23% 30% 41% 57% 73% 79% 28 2015-2018 results...

AI summary Table 39 shows the percentage of EOne rebated LED lamps intended for early replacement versus replacement on burn-out from 2015 to 2021. Early replacement intentions decreased from 81% in 2015 to 24% in 2021, while replacement on burn-out increased from 19% to 79% over the same period.

9.1.5 LED Lamp Prices [Figure](#page-160-1) 17 below illustrates the evolution in the unit price (before rebate) of eligible LED lamps sold through Instant Savings. Program component data for 2019, 2020 and 2021 are available only for non-...

AI summary The text discusses the evolution of LED lamp prices through the Instant Savings program, noting a slow rise in average prices for non-A-type lamps since 2019, with a significant increase in 2021. It also references Nova Scotia's inflation rate and provides data sources for the information.

Table 40: Average LED Prices by Lamp Type, 2016-202131 Lamp Type 2016 ($) 2017 ($) 2018 ($) 2019 ($) 2020 ($) 2021 ($) A-type 5.26 3.04 3.10 Not available Not available Not available Non-A-type (excluding BR, R, Decorative) 7.55 4.60 5.50...

AI summary Table 40 presents average prices for different lamp types from 2016 to 2021, showing a general decline in prices over time, with some exceptions in 2020 due to pricing errors by retailers.

9.2 Market Indicators – LED Fixtures As with LED lamps, the Evaluator relied on secondary data available for 2018 to 2020 from Electro-Federation Canada, data from Instant Rebates, and retailer interviews to understand the state of the Nov...

AI summary The Evaluator used secondary data from Electro-Federation Canada, Instant Rebates, and retailer interviews to assess the state of the LED fixture market in Nova Scotia between 2018 and 2020.

9.2.1 Market Shares of Lighting Fixtures in Atlantic Canada The lighting fixture market includes many different categories of LED and non-LED products, including ceiling, surface, pendant, and wall fixtures, recessed downlights, striplight...

AI summary The document discusses the market shares of lighting fixtures in Atlantic Canada, highlighting the growth of LED fixtures compared to non-LED products between 2018 and 2020. It notes that the LED market grew faster than the total fixtures market, with LED fixtures representing 94% of the total market in 2020, despite a 25% contraction in the overall market during this period, likely due to the impact of the COVID-19 pandemic.

9.2.4 LED Fixture Prices [Figure](#page-165-2) 21 below illustrates the prices (before a rebate is applied) of Instant Savings eligible LED fixtures sold through Instant Savings. Except for slight variations in 2020, the average prices of...

AI summary The text discusses the average prices of LED fixtures sold through the Instant Savings program, noting that prices for fixtures without motion sensors have remained relatively stable, while those with motion sensors have increased significantly since 2018. Price ranges are also highlighted, showing a wide variation in costs.

[Table](#page-165-1) 42 below reiterates the findings mentioned above and presents the average prices of ENERGY STAR fixtures between 2017 and 2021. Fixture Type 2017 ($) 2018 ($) 2019 ($) 2020 ($) 2021 ($) LED Energy Star Fixtures – with...

AI summary Table 42 presents the average prices of ENERGY STAR fixtures from 2017 to 2021, including LED fixtures with and without motion sensors, as well as LED recessed downlight fixtures, showing price fluctuations over the years.

Table 44: Overview of 2021 Key Factors in Program Planning Factor Results Market share of LED lamps While overall residential lamp shipments have been decreasing since 2017, LED lamp shipments continued to grow in 2020 and now represent 62...

AI summary The table discusses the market share of LED lamps in 2021, noting a continued growth in LED shipments despite a decline in overall residential lamp shipments since 2017. CFLs have seen a decreasing market share, while LED A-type lamps still dominate. Retailers are divided on whether LED non-A-type lamps are in a growth phase or nearing saturation.

10 INSTANT SAVINGS KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 Instant Savings evaluation were as follows: - › Collect information on participant and partner perspectives - › Calculate gross an...

AI summary The 2021 Instant Savings evaluation aimed to collect participant and partner perspectives, calculate energy and GHG savings, and analyze the market evolution of LED lamps and fixtures. This section outlines key findings and recommendations related to these objectives.

2021 Instant Savings-Finding: Instant Savings net electrical energy savings and peak demand savings surpassed the targets. Instant Savings achieved 14.314 GWh in net electrical energy savings and 1.629 MW in net peak demand savings at the...

AI summary In 2021, the Instant Savings program exceeded its energy and peak demand savings targets, driven by increased participation in controls and appliance categories. Despite challenges from the pandemic, participation remained high, with non-lighting products contributing the majority of gross savings. Retailers reported high satisfaction with the program and its delivery.

2021 Instant Savings-Findings: LED lamps and fixtures represent the majority of new lighting shipments, compressing shares of other technologies, notably CFLs. LED lamp shipments continue to grow and based on Electrofed data, represented o...

AI summary The 2021 Instant Savings-Findings highlight the dominance of LED lamps and fixtures in the market, with over 60% of Atlantic Canada shipments in 2020. CFLs have seen a significant decline, down to 5% in 2019. The report recommends updating baselines in the 2020-2022 Measure Assessment to reflect these trends and anticipated U.S. regulations banning halogen lamps.

2021 Instant Savings-Findings: LED non-A-type lamps and fixtures are in a sustained growth phase, with LED non-A-type lamps closer to maturity. LED lamps and fixtures continue to have a strong and growing presence in the Nova Scotia market...

AI summary LED non-A-type lamps and fixtures are in a sustained growth phase, with LED non-A-type lamps nearing maturity. Sales and shipments of these products are growing faster than A-type lamps, which are considered mature. Retailer feedback is mixed regarding whether sales are close to levelling off.

CONCLUSION Table 45 summarizes the participation level as well as the gross and net electrical energy savings for each Residential Efficient Product Rebates program component and for the program as a whole.

AI summary The conclusion section references Table 45, which summarizes participation levels and energy savings for the Residential Efficient Product Rebates program and its components.

Table 45: Overall 2021 Residential Efficient Product Rebates Participation Level and Evaluated Savings Participat tion Level Gross Sa vings NTGR Net Savings Value Unit Value Unit Value Value Unit ARet Energy Savings 4.462 GWh 0.55 2.474 GW...

AI summary Table 45 summarizes the 2021 participation levels and savings from the Residential Efficient Product Rebates program. The program exceeded its net electrical energy savings target by 29% and peak demand savings target by 20%, with Instant Savings being the main contributor.

Table 4: 2021 ARet Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value ARet Gross Energy Savings at the Generator 4.341 GWh 4.342 GWh 0.03% Gross...

AI summary Table 4 presents corrected tracked savings for the 2021 ARet program, showing minimal differences between original and corrected values for both gross and net energy and peak demand savings at the generator, as well as for the HomeWarming and Mi'kmaw Home Energy Efficiency Project.

Scenario 2 Would-be acquirer in the secondary market would not have acquired another unit. The appliance is therefore used as a secondary unit by the acquirer who normally would not have sought the secondary unit. This means that there wou...

AI summary Scenario 2 describes a situation where a secondary market acquirer would not have obtained an appliance otherwise, leading to an additional appliance on the grid. This scenario does not require removing secondary market impacts on energy consumption from gross savings. Tables 6 to 10 outline various appliance scenarios and their energy impacts, using default assumptions from the UMP that may be refined with future research.

Table 6: 2021 ARet Secondary Market Impact Calculation per Refrigerator Transfer Scenario Proportion (a) Would-be Acquirer Finds an Alternative Unit Proportion (b) Alternative Type Proportion (c) Total Proportion (a b c) Scenario Energy Co...

AI summary Table 6 calculates the secondary market impact of refrigerator energy consumption based on different transfer scenarios. It uses data on new and old units, proportion of acquirers finding alternatives, and energy consumption values. The effective Canadian energy efficiency standard and part-use factor are referenced in determining the final annual energy consumption.

1 Natural Resources Canada, Refrigerators, Refrigerator-Freezers and Wine Chillers - Energy Efficiency Regulations , (Last accessed January 17, 2019).

AI summary The text references a regulation by Natural Resources Canada concerning energy efficiency standards for refrigeration and chilling products, accessed on January 17, 2019.

Table 8: 2021 ARet Secondary Market Impact Calculation per Room Air Conditioner Transfer Scenario Proportion (a) Would-be Acquirer Finds an Alternative Unit Proportion (b) Alternative Type Proportion (c) Total Proportion (a b c) Scenario E...

AI summary The table calculates the secondary market impact of retiring room air conditioners based on different transfer scenarios. The Evaluator used the CEER of 11.0 Btu/W·hr for new units to determine an annual energy consumption of 207 kWh for new standard room air conditioners.

Table 9: 2021 ARet Secondary Market Impact Calculation per Small Refrigerator Transfer Scenario Proportion (a) Would-be Acquirer Finds an Alternative Unit Proportion (b) Alternative Type Proportion (c) Total Proportion (a b c) Scenario Ene...

AI summary This text presents tables calculating the secondary market impact of appliance retirement (ARet) for small refrigerators and freezers in 2021, based on energy consumption values derived from full-sized appliances. The calculations consider different scenarios of acquirer behavior and alternative unit types.

Table 5: Overview of Data Collection Activity Descriptor This Instrument Instrument Type Online Survey Estimated Time to Complete 5-10 minutes Target Audience Instant Savings participants who have purchased LED non-A type bulbs, OR LED fix...

AI summary This document outlines an online survey targeting participants of the Instant Savings program who purchased LED bulbs or fixtures during the fall 2021 campaign. The survey aims to collect data on LED usage, free-ridership, cross-influence, and participant perspectives. It was fielded by Narrative Research between September 24th and November 17th, 2021, with 180 expected completions.

A. Introduction and Eligibility Thank you for taking the time to answer the following short survey about energy efficiency. We are gathering information from customers who purchased energy-efficient LED bulbs or LED fixtures between Septem...

AI summary This section introduces a survey aimed at customers who purchased energy-efficient LED bulbs or fixtures between September 24th and November 17th. The survey collects information on where the products were purchased and requires the entry of SKU numbers for the items.

B7. Do you plan on installing this LED bulb … [ALLOW ONLY [ASK IF B5=2] ONE CODE ] 1. To replace a bulb once it burns out 2. To replace a bulb that is still working 96. Other [SPECIFY] B8. You bought [INSERT NUMBER OF LEDS [ASK IF B1 OR B2...

AI summary The text presents a series of survey questions related to the installation and replacement of LED bulbs, including scenarios such as replacing bulbs once they burn out, replacing bulbs that are still working, and the reasons behind such replacements. These questions are structured to gather detailed information on consumer behavior and usage patterns.

C. Awareness of Program and Efficiency Nova Scotia – LED Bulbs - C1. Have you ever heard of the Efficiency Nova Scotia program that offers instant savings at the cash register for the purchase of energy-efficient lighting, controls or appl...

AI summary The text presents survey questions about awareness of the Efficiency Nova Scotia program offering instant savings on energy-efficient lighting. It asks respondents if they have heard of the program, how they learned about it, and whether they saw promotional materials at the point of purchase.

- 96. Other [SPECIFY__________________] LED bulb CFL bulb Halogen bulb Incandescent bulb Efficient incandescent bulb Typically have wattages of 40 W, 60 W or 100 W Typically have wattages of 29 W, 43 W or 72 W F. Awareness of Program and E...

AI summary The text presents a comparison of different types of light bulbs, focusing on their wattages, and introduces a section about awareness of a program and Efficiency Nova Scotia related to LED fixtures.

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

AI summary This document contains survey questions related to customer experiences with Efficiency Nova Scotia programs and promotional materials, specifically regarding LED bulb and fixture purchases. It explores whether prior participation in programs or exposure to promotional materials influenced purchasing decisions and energy-saving considerations.

B6/B9. Concerning the LED bulbs that you will use to replace existing LED bulbs: do you plan on installing these LED bulbs mostly …? Existing LED Bulb Replacement Timing 2019 2020 2021 Sample Size 18 (#) 34 19 (#) To replace LED bulbs once...

AI summary The text presents survey data on consumer behavior regarding LED bulb replacement, including timing and reasons for replacing bulbs that are still functional. It outlines responses from 2018 to 2021 and highlights factors such as lighting preference and bulb lifespan influencing replacement decisions.

C1/F1. Have you ever heard of the Efficiency Nova Scotia program that offers instant savings at the cash register for the purchase of energy efficient lighting, controls, or appliances? Instant Savings Awareness 2017 2018 2019 2020 2021 Sa...

AI summary The Efficiency Nova Scotia Instant Savings program offers immediate discounts on energy-efficient products at the point of purchase. Awareness of the program has fluctuated between 2017 and 2021, with in-store promotions and word of mouth being the most common sources of awareness.

In-store Promotion Awareness 2019 2020 2021 Sample Size 63 100 53 Yes 68% 55% 62% No 29% 30% 30% Don't know 3% 15% 8% Base: Respondents who purchased LED fixtures Wording change in 2021 C3/F3. The day you recently bought the LED [bulb(s)/l...

AI summary The text presents survey data on in-store promotion awareness for LED products from 2019 to 2021, showing varying percentages of respondents who saw promotional materials. The data is split into two tables based on different sample groups and includes a note about wording changes in 2021.

\ Wording change in 2021 - D1. Efficiency Nova Scotia offered a discount on non-pear-shaped LED bulbs. Before paying at the register, were you aware that a discount was offered on the purchase of LEDs?

AI summary The text discusses a survey question regarding a discount on non-pear-shaped LED bulbs offered by Efficiency Nova Scotia, asking if respondents were aware of the discount before purchasing.

D5. If the discount on LEDs had NOT been offered, what would you have bought? Would you have...? Purchases if Discount Had not Been Offered 2017 2018 2019 2020 2021 Sample Size 94 152 40 53 35 Bought LEDs anyway 38% 41% 45% 62% 89% Bought...

AI summary The table shows that a significant percentage of respondents would have purchased LED bulbs even without the discount, with the percentage increasing over time from 38% in 2017 to 89% in 2021. A smaller percentage would have bought other types of bulbs, while the majority would not have purchased any bulbs.

D8. If the discount had NOT been offered, when would you have purchased the LEDs that you purchased today? Would it have been…? Length of Time Before Purchasing LEDs 2017 2018 2019 2020 2021 Sample Size 94 152 40 53 35 Earlier - 1% - 2% -...

AI summary The question explores the impact of discounts on LED bulb purchases, with respondents indicating that a significant percentage would have purchased LEDs on the same day or later without the discount. The data spans from 2017 to 2021 and includes responses about purchase timing based on discount awareness.

D9. Without the discount, would you have definitely purchased the same number of LEDs, probably purchased the same number, probably purchased fewer, or definitely purchased fewer? Number of Bulbs Likely to Purchase Without Discount 2017 20...

AI summary The data shows the likelihood of purchasing LED bulbs without a discount across different years. Respondents indicated varying degrees of likelihood, with percentages showing a trend of increased willingness to purchase the same number of bulbs over time, especially in 2021.

E4. Are there any LED fixtures currently installed in your home? LED Fixtures Currently Installed 2019 2020 2021 Sample Size 63 100 53 Yes 78% 76% 77% No 22% 23% 17% Don't know - 1% 6% Base: Respondents who purchased LED fixtures 2020 2021...

AI summary The text discusses the installation of LED fixtures in homes, showing a high percentage of respondents who have installed them, with most intended for indoor use. The data spans from 2019 to 2021 and includes responses on the type and location of LED fixtures installed.

Multiple responses - G1. Efficiency Nova Scotia offered a discount on LED fixtures. Before paying at the cash register, were you aware that a discount was offered on the purchase of LED fixtures?\

AI summary The text presents a question regarding whether individuals were aware of a discount on LED fixtures offered by Efficiency Nova Scotia before making a purchase.

G3. Thinking about your purchase of LED fixtures, what best describes your situation?\ LED Fixture Purchases 2019 2020 2021 Sample Size 63 100 53 You were looking to purchase LED fixtures before you were aware of the discount offered by EN...

AI summary The data shows that a majority of respondents were looking to purchase LED fixtures before becoming aware of the discount offered by ENS, with percentages decreasing slightly over the years. A smaller portion of respondents came to purchase LED fixtures specifically because of the discount.

2020 2021 LED Fixture Purchases Recessed Fixtures Other LED Fixtures Recessed Fixtures Other LED Fixtures Sample Size 30 70 15 (#) 38 You were looking to purchase LED fixtures before you were aware of the discount offered by ENS 80% 60% 12...

AI summary The text presents survey data on LED fixture purchases and customer behavior in response to discounts offered by ENS. It shows that a majority of customers would have purchased LED fixtures even without the discount, while others would have opted for alternative lighting types such as halogen, CFL, or incandescent bulbs.

Likelihood of Buying LEDs Without 2019 2019 2020 202 2020 21 Discount Sample Size Mean Sample Size Mean Sample Size Mean Likelihood of buying LED fixtures if discount had not been offered 53 5.0 49 7.5 35 6.2 Base: Respondents who purchase...

AI summary The table shows the likelihood of purchasing LED fixtures without a discount in 2019 and 2020, with sample sizes and mean scores. It indicates that the mean likelihood increased from 5.0 in 2019 to 7.5 in 2020, though the sample size decreased slightly.

G7. If the discount had NOT been offered, when would you have purchased the LED fixtures that you did?\ Length of Time Before Purchasing LEDs 2019 2020 2021 Sample Size 53 49 35 Definitely today/definitely on the same day 34% 39% 20% Proba...

AI summary The text presents survey data on how the discount influenced the timing and quantity of LED fixture purchases. Respondents indicated that without the discount, many would have delayed or reduced their purchases, with a notable decrease in the likelihood of purchasing the same number of LED fixtures.

H1. Before your recent purchase, had you at any time in the past benefitted from a discount on energy efficient products or participated in other programs offered by Efficiency Nova Scotia?\ Benefitted from Other ENS Programs in the Past 2...

AI summary The text presents survey data on customer participation in Efficiency Nova Scotia (ENS) programs and their influence on recent purchases of LED bulbs and fixtures. It shows that a majority of respondents had previously participated in ENS programs and that their experience influenced their decision to purchase LED products.

H5. The Efficiency Nova Scotia promotional materials you saw were a major factor in your decision to purchase LED bulbs/fixtures. Previous Experience with ENS Programs Was Factor in Decision to Purchase 2019 2020 2021 Sample Size 86 125 78...

AI summary The Efficiency Nova Scotia (ENS) promotional materials significantly influenced respondents' decisions to purchase LED bulbs and fixtures, with a high percentage agreeing across multiple years. The data also shows the distribution of residence types among respondents over the years.

Table 1: Overview of Data Collection Activity Descriptor This Instrument Instrument Type Interview Guide Estimated Time to Complete 25-30 minutes Target Audience Head office retailers Expected Number of Completions 7 Contact List Source EO...

AI summary The document outlines two tables related to data collection activities. Table 1 describes an interview guide targeting head office retailers, while Table 2 outlines research objectives and associated sections. The text includes instructions for importing variables and skipping patterns.

INTRODUCTION Hello, may I please speak with? Hello, my name is, from Narrative Research, an Atlantic Canadian research company. We are conducting an evaluation of the Instant Savings Program provided by Efficiency Nova Scotia. A. Identific...

AI summary The document introduces an evaluation of the Instant Savings Program by Efficiency Nova Scotia, conducted by Narrative Research, an Atlantic Canadian research company.

Context Since the beginning of 2021, Efficiency Nova Scotia has held two promotional campaigns for the Instant Savings program, where customers can get rebates for products including LED bulbs. The spring promotion was held from April 9 to...

AI summary Efficiency Nova Scotia has conducted promotional campaigns for the Instant Savings program, offering rebates for LED bulbs and fixtures. The impact of the COVID-19 pandemic on 2021 lighting sales in Nova Scotia is being discussed, with questions about whether sales have been higher, lower, or unaffected compared to a typical year.

[ASK THIS SECTION IF NON A-TYPE LED BULBS RETAILER] Now, let's look at your sales of Non A-type LED bulbs for this year in Nova Scotia. Non-A-type LED bulbs are those that do not have a pear-like shape; they can either have a screw-in or p...

AI summary The discussion focuses on the sales of Non A-type LED bulbs in Nova Scotia, including all models and not limited to those eligible for rebates. These bulbs, which have screw-in or pin bases, are used to replace halogens, reflector lamps, or incandescent lamps in recessed fixtures.

[ASK [B1](#page-24-0) TO [B4](#page-26-0) ONLY FOR COSTCO AND HOME DEPOT] According to data you provided to Efficiency Nova Scotia, you sold [ TOTAL SALES - PACKAGES] Non A-type LED packages of bulbs in Nova Scotia for the first three quar...

AI summary The document asks Costco and Home Depot to confirm the number of Non A-type LED bulbs sold in Nova Scotia during the first three quarters of 2021, based on data provided to Efficiency Nova Scotia. The questions aim to verify the accuracy of the sales estimate.

[ASK [B5](#page-26-1) TO [B10](#page-28-0) ONLY IF HOME HARDWARE] According to data you provided to Efficiency Nova Scotia for the first three quarters of 2021, [TOTAL SALES - PACKAGES] Non A-type LED packages of bulbs were shipped to the...

AI summary The text asks Efficiency Nova Scotia to confirm whether the number of Non A-type LED bulbs shipped to Home Hardware stores in Nova Scotia during the first three quarters of 2021 is an accurate estimate. The data was provided by Efficiency Nova Scotia.

OPTION B [ASK IF TOTAL SALES = NO AND IF REBATE ELIGIBLE TOTAL SALES = YES] According to data you provided to Efficiency Nova Scotia, during the spring campaign, you sold [REBATE ELIGIBLE TOTAL SALES - PACKAGES] Non A-type LED packages of...

AI summary This section of the document asks about the sales of Non A-type LED bulbs during the spring and fall campaigns, specifically focusing on rebate eligibility. It inquires about expected sales trends and proportions of total sales in 2021.

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

AI summary The document asks a non-A-type LED bulb retailer about the impact of Efficiency Nova Scotia's Instant Savings program on their staff and consumer knowledge, product offerings, and sales outside of rebate periods. It seeks to quantify the influence of Efficiency Nova Scotia's programs on sales of Non A-type LED bulbs throughout the year.

[ASK THIS SECTION IF LED FIXTURE RETAILER] Now let's talk about the lighting fixtures you carry. As you may recall, the LED fixtures promoted by Instant Savings are ENERGY STAR certified, hard-wired, with integrated LED lighting, so the on...

AI summary The text discusses LED fixture sales in Nova Scotia, referencing data provided to Efficiency Nova Scotia and asking the retailer to confirm or adjust the estimated number of fixtures sold during the first three quarters of 2021.

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

AI summary Efficiency Nova Scotia's Instant Savings program and other energy efficiency initiatives are being assessed for their impact on LED fixture retailer sales and consumer knowledge. The questions focus on how these programs have influenced staff and consumer awareness, product variety, and overall sales of LED fixtures, both during and outside of rebate periods.

[ASK THIS SECTION TO ALL] [NOTE TO INTERVIEWER: IN 2019, EFFICIENCY NOVA SCOTIA CHOSE TO REMOVE LED A-TYPE BULBS FROM INSTANT SAVINGS PRODUCT OFFER. F1 IS TO UNDERSTAND IMPACT OF THIS CHANGE ON 2021 SALES.] The next questions are to unders...

AI summary The text discusses the removal of LED A-type bulbs from the Instant Savings product offer in 2019 and seeks to understand the impact on 2021 sales. It also asks about anticipated sales trends for residential lighting products in 2022 and where different lighting products stand on the product adoption curve.

[ASK TO ALL] G1. On a scale of 1 to 10, where 1 is "not at all satisfied" and 10 is "completely satisfied'" how satisfied are you overall with the Instant Savings program operated by Efficiency Nova Scotia. a. Please explain the reason for...

AI summary The text includes survey questions assessing satisfaction with the Instant Savings program operated by Efficiency Nova Scotia and interactions with program delivery representatives from Summerhill. It asks respondents to rate their satisfaction on a scale of 1 to 10 and provides follow-up options for those dissatisfied.

Table 3: Verification of 2021 Instant Savings Compilation of Savings Program Component Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator N An error was made in the calculation of the g...

AI summary Table 3 verifies the 2021 Instant Savings compilation, identifying an error in the calculation of gross energy savings for ENERGY STAR certified clothes dryers. The Evaluator corrected the value using data from the 2020 DSM Measure Assessment report.

LED Non-A-type Lamps Unitary savings values were calculated for LED R, BR, and decorative lamps as well as other LED non-A-type lamps based on the assumption that R, BR, and decorative lamps replace incandescent lamps and other non-A-types...

AI summary The document discusses the calculation of unitary savings values for LED non-A-type lamps, including R, BR, and decorative lamps, based on their replacement of incandescent and halogen lamps. The calculation uses a general lighting equation and updated displaced wattage values from the 2021 evaluation.

Displaced Wattage The average displaced wattage values for the two product categories were established for two types of baselines, namely early replacement and replace-on-burn-out baselines. For the early replacement scenario, the lamps be...

AI summary The document discusses the methodology for calculating displaced wattage for LED lamps, using two baseline scenarios: early replacement and replace-on-burn-out. The approach follows the Uniform Methods Project (UMP) guidelines to accurately represent baseline wattages for different lamp types, with specific assumptions for non-A-type lamps.

Table 1: 2021 Instant Savings Displaced Wattage Calculations Purchased LED Lamps Replaced Lamp Displaced LED Product Category Average Wattage Average Wattage Wattage LED Non-A-type Lamps (R, BR, and Decorative) Replacing Incandescent 5.1 4...

AI summary The table presents displaced wattage calculations for LED lamps replacing incandescent and halogen lamps. LED Non-A-type lamps (R, BR, and Decorative) displaced 44.6 W, while other LED non-A-type lamps displaced 43.2 W.

Hours of Operation The value for the daily hours of operation is based on the Northeast Residential Lighting Hours-of-Use (NERHOU) Study, 5 which established an average use of 2.9 hours per day for efficient bulbs given the absence of a sn...

AI summary The document discusses the determination of daily hours of operation for efficient lighting, referencing the NERHOU Study and a metering study conducted by the Evaluator. The NERHOU Study established an average of 2.9 hours per day, while the Evaluator's 2016-2017 study found an average of 2.48 hours per day with a margin of error. The NERHOU Study's larger scale and alignment with the Evaluator's findings support its continued use for LED lamps under the Instant Savings program.

In-service Rate The Evaluator decided not to apply an in-service rate to LED lamps and to claim all savings in the year during which LED lamps were purchased. For more details, please refer to the 2020-2022 Measure Assessment.

AI summary The Evaluator decided not to apply an in-service rate to LED lamps, claiming all savings in the year of purchase. This decision is detailed in the 2020-2022 Measure Assessment.

Unitary Savings Unitary savings values were revised according to the displaced wattages of 44.6 W for R, BR, and decorative lamps and 43.2 W for other LED non-A-type lamps. The estimated hours of operation were maintained at 2.9 hours per...

AI summary Unitary savings values for LED lamps were revised based on displaced wattages and estimated hours of operation. The values for R, BR, and decorative lamps were set at 47.2 kWh, while other LED non-A-type lamps were set at 45.7 kWh. The general lighting equation was used to establish these values.

Displaced Wattages To establish the displaced wattage of each category of lighting fixture offered under Instant Savings, the Evaluator identified the 10 best-selling models listed in the 2021 tracking sheet. Wattage value data as well as...

AI summary The Evaluator determined the displaced wattage for LED recessed downlight fixtures under the Instant Savings program by analyzing the 11 best-selling models, which represent over 83% of sales. The average displaced wattage was calculated as 52.2 W based on the difference between new LED fixtures (11.1 W) and their incandescent equivalents (63.3 W).

Hours of Operation Similar to LED lamps, the Evaluator concluded that the hours of operation value for LED lamps (2.9 hrs/day) drawn from the 2014 NERHOU Study is still valid for LED recessed downlight fixtures and all other types of LED f...

AI summary The Evaluator concluded that the hours of operation value for LED lamps (2.9 hrs/day) from the 2014 NERHOU Study remains valid for LED recessed downlight fixtures and other LED fixtures sold through Instant Savings, except those with motion sensors.

Unitary Savings Using the general lighting equation, the displaced wattage of 52.2 W, and the hours of operation value of 2.9 hours per day, the unitary savings value for LED recessed downlight fixtures was established to 55.3 kWh per year.

AI summary The unitary savings value for LED recessed downlight fixtures was calculated to be 55.3 kWh per year using the general lighting equation, displaced wattage of 52.2 W, and hours of operation of 2.9 hours per day.

ENERGY STAR® Certified LED Fixtures Without a Motion Sensor The unitary savings value associated with ENERGY STAR certified LED fixtures without a motion sensor is obtained using the general lighting equation (Equation 1).

AI summary The unitary savings value for ENERGY STAR certified LED fixtures without motion sensors is calculated using the general lighting equation (Equation 1).

Displaced Wattage The Evaluator selected the 10 most popular models, which represent 65% of all 2021 sales for this product category. For some of these fixtures, information concerning the equivalent wattage was not available. The Evaluato...

AI summary The Evaluator selected the 10 most popular models representing 65% of 2021 sales for the product category. Equivalent incandescent wattages were determined using lumens data from ENERGY STAR and manufacturer websites, and converted based on Canadian energy efficiency regulations for general service lamps.

Table 2: 2021 ENERGY STAR Certified Lamp Light Output Equivalency to Incandescent Lamp Wattage 7 Old Incandescent Lamps (W) ENERGY STAR Certified Lamp Light Output (Lumens) 40 450 60 800 75 1,100 100 1,600 150 2,600 For LED fixtures withou...

AI summary Table 2 provides equivalency between incandescent lamp wattage and ENERGY STAR certified lamp light output in lumens. Analysis of LED fixtures without motion sensors indicates an average displaced wattage of 64.1 W.

ENERGY STAR Certified LED Fixtures with a Motion Sensor The unitary savings value associated with ENERGY STAR certified LED fixtures with a motion sensor was determined using the general lighting equation (Equation 1).

AI summary The unitary savings value for ENERGY STAR certified LED fixtures with a motion sensor was calculated using the general lighting equation (Equation 1).

Displaced Wattage The Evaluator analyzed the twelve best-selling models of ENERGY STAR certified LED fixtures with a motion sensor sold through Instant Savings, which represent 83% of all 2021 sales for this product category. The Evaluator...

AI summary The Evaluator analyzed ENERGY STAR certified LED fixtures with motion sensors, finding that they replaced halogen and incandescent lamps. The average displaced wattage was calculated as 66.1 W, based on an average new LED wattage of 22.2 W and an average equivalent wattage of 88.3 W.

Unitary Savings To establish the unitary savings for ENERGY STAR certified LED fixtures equipped with a motion sensor, the following formula (Equation 2) was used: $$Annual\ Unitary\ Savings\ \left[\frac{kWh}{yr}\right] = \frac{\left(Watta...

AI summary The document calculates the annual unitary savings for ENERGY STAR certified LED fixtures with motion sensors using a specific formula. The calculation results in 128.3 kWh of annual savings.

Algorithm – LED Bulbs Algorithm – LED Bulbs D5. If the discount on LEDs had NOT been offered, what would you have bought? IF 1: D5 = 100% 1. Bought LEDs anyway IF 2: D5 = Use D6 2. Bought another type of bulb IF 3: D5 = 0% 3. Not bought an...

AI summary This section outlines an algorithm used to assess customer behavior related to LED bulb purchases, focusing on whether discounts influenced their decisions and when they would have purchased LEDs without the discount.

Algorithm – LED Fixtures Algorithm – LED Fixtures G8. Without the discount, would you have purchased the same number of LED fixtures? 1. Definitely the same number 2. Probably the same number 3. Probably fewer 4. Definitely fewer 99. (Don'...

AI summary This section outlines an algorithm used to calculate free-ridership levels related to LED fixture purchases, incorporating responses to questions about purchase behavior and the influence of ENS programs and promotional materials on decision-making.

Algorithm – LED Bulbs Retailers were asked to provide sales data for non-A type LED bulbs in advance of their interview. The data provided varied by retailer (e.g. time period, sales, or shipments). Therefore, depending on the data provide...

AI summary Retailers were asked to provide sales data for non-A type LED bulbs prior to their interviews. The data varied, so each retailer was asked a series of questions to estimate the total number of non-A type LED bulbs sold from January to December 2021.

Algorithm – LED Bulbs Total Non-A Type Sales Non-A-type LED bulbs sold from January – December 2021 (extrapolated from retailer data and interview responses) #LEDJan-Dec LED Sales During Instant Savings' Campaigns LED bulb sales during the...

AI summary The document discusses the sales of non-A type LED bulbs in Nova Scotia, including extrapolated sales data from 2021, sales during Efficiency Nova Scotia's Instant Savings campaigns, and the influence of the organization's programs on bulb sales. It includes a formula to calculate final market effects based on sales and program influence.

Algorithm – LED Fixtures Retailers were asked to provide sales data for LED fixtures in advance of their interview. The data provided varied by retailer (e.g. time period, sales, or shipments). Therefore, depending on the data provided, ea...

AI summary Retailers were requested to provide LED fixture sales data for 2021. Due to varying data formats, each retailer was asked specific questions to estimate total LED fixture sales from January to December 2021.

Algorithm – LED Fixtures Total LED Fixture Sales LED fixtures sold from January – December 2021 (extrapolated from retailer #LED fixturesJan-Dec data and interview responses) LED Fixture Sales During Instant Savings Campaigns LED fixture s...

AI summary The document discusses the sales of LED fixtures, including total sales, sales during Instant Savings campaigns, and the influence of Efficiency Nova Scotia's programs on fixture sales. It provides a formula to calculate the final market effects of LED fixture sales based on extrapolated data and campaign tracking.

Evaluation Approach The evaluation was aimed at calculating program component gross and net results, namely electrical first-year and lifetime energy savings, peak demand savings, as well as avoided greenhouse gas (GHG) emissions. For Gree...

AI summary The evaluation approach focuses on calculating program component gross and net results, including energy savings, peak demand savings, and avoided greenhouse gas emissions. It also includes market evaluation for Green Heat.

Table 1: Summary of Existing Residential Program Evaluation Program Evaluation Type Component Impact Process Market Methodology › Tracking sheet audit › Unitary savings review HEA Condensed › Calculations using evaluation results › GHG emi...

AI summary The document presents a summary of the evaluation of existing residential programs, including methods such as participant surveys, tracking sheet audits, on-site visits, and GHG emission reduction calculations. It outlines different evaluation types, such as condensed and comprehensive, and includes specific programs like HEA, Green Heat, Efficient Product Installation, MHEEP, and AMH.

Table 2: Overall 2021 Existing Residential Participation and Evaluated Savings Participation Level Gross Savings NTGR Net Savings Value Unit Value Unit Value Value Unit HEA Energy Savings 3.618 GWh 0.96 3.481 GWh Lifetime Energy Savings 96...

AI summary Table 2 presents the 2021 participation levels and evaluated savings for various residential energy efficiency programs in Nova Scotia. It details energy savings, lifetime energy savings, and peak demand savings for programs such as Home Energy Assessment, Green Heat, Efficient Product Installation, Mi'kmaw Home Energy Efficiency Project, and Affordable Multifamily Housing, along with net-to-gross ratios and net savings.

HEA Findings and Recommendations This section presents the key findings and recommendations from the HEA evaluation. 2021 HEA-Finding: HEA net electrical energy and peak demand savings fell short of targets. As outlined in [Figure](#page-7...

AI summary The 2021 HEA evaluation found that net electrical energy and peak demand savings fell short of targets by 37% and 40%, respectively. Savings per home decreased, though the rate of decline slowed. The tracking sheet has become more complex, increasing the risk of calculation errors. A recommendation is made to update and simplify the tracking sheet for the next evaluation.

Green Heat Findings and Recommendations This subsection presents the key findings from the Green Heat evaluation. The Evaluator has no specific recommendation for Green Heat. 2021 GH-Finding: Green Heat net electrical energy and peak deman...

AI summary The Green Heat program exceeded its 2021 energy and peak demand savings targets by 22% and 13%, respectively. Participation levels reached a new high, driven by demand reduction measures. Participant satisfaction remained high, though rebate amounts received lower scores. Free-ridership for MSHPs decreased due to algorithm updates, while remaining stable for other categories. The NTGR values for 2021 are summarized in Table 4.

[Table](#page-77-1) 5 compares the tracked and evaluated results. Table 5: Comparison of 2021 Green Heat Tracked and Evaluated Savings at the Generator Net Savings Realization Value Unit Value Unit Rate 11.218 GWh 0.50 5.580 GWh 11.218 GWh...

AI summary Table 5 compares the 2021 Green Heat program's tracked and evaluated savings at the generator level, showing net savings and realization rates for different efficiency measures. The table highlights the net savings in GWh and MW, along with the net-to-gross ratio (NTGR) for each category.

EPI Findings and Recommendations This section presents the key findings from the EPI evaluation. The Evaluator has no specific recommendation for EPI. Deferred recommendations from the previous year are summarized in Appendix XVI. 2021 EPI...

AI summary The EPI evaluation found that net electrical energy and peak demand savings fell short of targets by 27% and 47% respectively in 2021. Savings per participant decreased due to fewer LED lamps installed per household. Free-ridership levels remained stable, and overall participant satisfaction was high. Evaluator and EOne tracked results showed minimal differences due to adjustments in NTGR and installation rates.

Table 6: Comparison of 2021 EPI Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings EOne Tracked Savings 8.347 GWh 0.91 7.621 GWh Evaluation Result...

AI summary Table 6 compares the gross and net energy and peak demand savings tracked and evaluated by EOne in 2021. The evaluation results show a slight decrease in energy savings but a higher realization rate compared to tracked savings. Peak demand savings also show similar trends with a 103% realization rate.

MHEEP Findings and Recommendations This subsection presents the key findings from the MHEEP evaluation. The Evaluator has no specific recommendation for MHEEP. 2021 MHEEP-Finding: MHEEP net electrical energy and peak demand savings fell sh...

AI summary The MHEEP evaluation found that net electrical energy and peak demand savings fell short of targets by 67% and 71%, respectively. However, average electrical savings per participant increased in 2021, particularly for peak demand, due to a new calculation methodology for cold-climate heat pumps. Evaluated savings matched initial savings tracked by EOne.

Table 7: Comparison of 2021 MHEEP Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 0.316 GWh 1.00 0.316 GWh Evaluation Results 0.316...

AI summary Table 7 compares the 2021 MHEEP tracked and evaluated savings at the generator level, showing 100% realization for both energy and peak demand savings. The AMH Findings and Recommendations section follows, likely addressing outcomes and next steps based on these results.

This section presents the key findings from the AMH evaluation. 2021 AMH-Finding: AMH net electrical energy and peak demand savings fell short of targets. As outlined in [Figure](#page-83-0) 9, AMH net electrical energy and peak demand sav...

AI summary The 2021 AMH evaluation found that net electrical energy and peak demand savings fell short of targets by 74% and 55%, respectively. Despite increased participation, energy savings per project decreased in 2021. The Evaluator made downward adjustments to energy savings and upward adjustments to peak demand savings, with the largest adjustments to prescriptive projects. Participant satisfaction remained high.

g: The evaluated net energy savings determined by the Evaluator were lower than the savings tracked by EOne, while the evaluated net peak demand savings were higher than the savings tracked by EOne. [Table](#page-84-0) 8 compares the track...

AI summary The evaluated net energy savings were lower than the tracked savings by EOne, while evaluated net peak demand savings were higher. Differences are attributed to adjustments made by the Evaluator following project reviews, as shown in Table 8.

Table 8: Comparison of 2021 AMH Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 0.522 GWh 1.00 0.522 GWh Evaluation Res...

AI summary Table 8 compares the tracked and evaluated energy and peak demand savings from the 2021 AMH program. Tracked savings by EOne are slightly higher than the evaluation results, with realization rates of 77% for energy savings and 121% for peak demand savings.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne), a non-profit organization, delivers energy efficiency programs in Nova Scotia, funded by Nova Scotia Power (NS Power) ratepayers. EOne's 2021 DSM program portfolio includes residential programs evaluated by Econoler, focusing on impact evaluation components such as baseline definitions, savings calculation methodologies, and net-to-gross ratios.

Table 9: Types of Evaluations Conducted for Each Program Component, 2021 Program Program Component 2021 Process Market Impact HEA Condensed Green Heat X Condensed Existing Residential EPI Comprehensive MHEEP Condensed AMH Comprehensive \ S...

AI summary Table 9 outlines the types of evaluations conducted for each program component in 2021, including process, market, and impact evaluations, with specific details for programs like HEA, Green Heat, EPI, MHEEP, and AMH.

1 HEA OVERVIEW This section describes Home Energy Assessment (HEA), follows up on past evaluation recommendations, and provides an overview of participation history.

AI summary This section provides an overview of the Home Energy Assessment (HEA), follows up on past evaluation recommendations, and outlines participation history.

1.1 HEA Description HEA is a home energy evaluation-based program component that encourages homeowners to improve the energy efficiency and comfort of their home by providing them with related information and financial incentives in the fo...

AI summary The Home Energy Assessment (HEA) program provides homeowners with energy evaluations and financial incentives to improve home energy efficiency. The program involves a pre-retrofit assessment, eligibility for rebates, and a post-retrofit assessment to confirm upgrades. The cost of the pre-retrofit assessment increased in August 2021, and eligible participants can receive a reimbursement of $100 after completing upgrades.

Table 10: Implementation Status of Past Recommendations for HEA # Past Recommendations Status Comments 2018 HEA-R1 Conduct a billing analysis to review the overestimation ratio (OR) when a sufficient participant sample becomes available. D...

AI summary Table 10 outlines the implementation status of past recommendations for the Home Energy Assessment (HEA) program. Two key recommendations are discussed: one related to conducting a billing analysis to update overestimation ratios, deferred to 2022 due to the pandemic, and another focused on encouraging deeper energy savings through improved recommendations by Energy Advisors (EAs).

1.3 Participation History As presented in [Figure](#page-90-1) 12 below, 961 participants completed a project under HEA in 2021, representing an 8% decrease in participation compared to 2020. The number of participants refers to those part...

AI summary In 2021, the Home Energy Assessment (HEA) program saw 961 participants, an 8% decrease from 2020. Average savings per participant dropped by 9% due to the inclusion of non-electrically heated homes, which generate lower electrical savings. Despite this, the proportion of participants with both electrical and non-electrical savings remained stable. HEA achieved 3.618 GWh in gross energy savings and 1.722 MW in peak demand savings in 2021, a 16% decrease from 2020.

2 HEA EVALUATION APPROACH The 2021 HEA evaluation comprised a condensed impact evaluation. The main objective of the 2021 HEA evaluation was as follows: › Calculate gross and net HEA results, namely electrical first-year and lifetime energ...

AI summary The 2021 Home Energy Assessment (HEA) evaluation focused on calculating both gross and net results, including electrical energy savings, peak demand savings, and avoided GHG emissions. The evaluation involved auditing tracking sheets, reviewing savings calculations, and using net-to-gross ratio (NTGR) results from a 2020 survey.

Tracking Sheet Audit Prior to conducting the savings calculation review, the Evaluator performed an audit of the final 2021 tracking sheet to ensure it was complete and the entered data were consistent. The detailed protocol used for the t...

AI summary An audit of the final 2021 tracking sheet was conducted prior to the savings calculation review to ensure completeness and data consistency. The audit protocol and results are detailed in Appendix I.

Calculations Using Evaluation Results Building on all the above methods and collected data, the Evaluator calculated the first-year and lifetime energy and peak demand savings as per the calculation methodology presented in Section [3](#pa...

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings based on typical energy consumption, excluding changes due to the COVID-19 pandemic.

3 HEA IMPACT EVALUATION The objectives of the 2021 HEA impact evaluation were to determine gross and net electrical energy and peak demand savings, annually avoided GHG emissions, as well as effective useful life (EUL) values and associate...

AI summary The 2021 HEA impact evaluation aimed to assess gross and net electrical energy and peak demand savings, annually avoided GHG emissions, effective useful life values, and associated lifetime energy savings.

3.1 Tracking Sheet Audit To ensure program component results were reliably compiled, the Evaluator first performed a tracking sheet audit aimed at verifying the completeness and consistency of the data submitted by EOne. The verification a...

AI summary The Evaluator conducted a tracking sheet audit to verify the completeness and consistency of data submitted by EOne, identifying and correcting errors in savings calculations, capping errors, and heat pump demand savings. The audit revealed that the increasing complexity of the tracking sheet, particularly due to changes in HEA, increases the risk of errors and necessitates reorganization.

3.2.1 Installation Rates Installation rates represent the proportion of products recorded in the tracking sheet that remain installed in participants' homes. Based on the 2020-2022 Measure Assessment, installation rates for all HEA measure...

AI summary Installation rates for Home Energy Assessment (HEA) measures are estimated at 100% based on the 2020-2022 Measure Assessment due to their relatively high costs.

Space Heating Energy Savings The electrical energy savings for building envelope measures and space heating equipment (referred to as space heating savings) were calculated using the equation below. Gross Space Heating Savings (kWh) = $$\f...

AI summary The document describes a formula used to calculate gross space heating energy savings, incorporating both modelled and non-modelled components, with adjustments based on efficiency factors (OR_D and OR_E) and energy usage in megajoules.

Overestimation Ratio Values The savings calculation is mainly based on the difference (reduction) between D and E assessment electrical space heating consumption levels obtained in HOT2000, both of which were adjusted with an OR. The ORs w...

AI summary The savings calculation for the Home Energy Assessment (HEA) program relies on overestimation ratio (OR) values derived from billing analyses in 2015 and 2018. These ORs adjust the difference between D and E assessment electrical space heating consumption levels in HOT2000. The ORs are expected to be updated next year to align with HOT2000 version 11 changes.

Table 12: 2021 HEA Overestimation Ratio Values ORD Assessment ORE Assessment Scenario Tracked Evaluated Tracked Evaluated A participant who registered with a heat pump 0% No change 0% No change A participant who registered without a heat p...

AI summary The table provides HEA overestimation ratio values for different scenarios related to heat pump registration and installation. It shows the impact on energy savings evaluations under various conditions, such as participants registering with or without heat pumps and subsequent installations.

Wood, pellet, and solar air space heating equipment is not modelled in HOT2000. Instead, energy savings are calculated based on unitary energy savings values. The detailed savings calculations are presented in the 2020-2022 Measure Assessm...

AI summary The document notes that wood, pellet, and solar air space heating equipment are not modelled in HOT2000, with energy savings calculated using unitary values. The 2020-2022 Measure Assessment provides detailed savings calculations. In 2021, no changes were made to tracked savings, and no solar air equipment was installed under HEA, so no unitary value was established for that measure.

Table 13: 2021 HEA Tracked and Evaluated Unitary Energy Savings for Non-modelled Space Heating Measures Measure Tracked Savings [kWh/year] Evaluated Savings [kWh/year] Non-modelled Space Heating Wood Stove with Electric Resistance Baseline...

AI summary Table 13 presents the 2021 Home Energy Assessment (HEA) tracked and evaluated unitary energy savings for non-modelled space heating measures. The table includes various heating systems, such as wood and pellet stoves, furnaces, and boilers, compared with baselines using electric resistance and heat pumps. Solar air equipment is noted as not applicable.

Domestic Hot Water Energy Savings Savings for DHW measures are calculated using a unitary savings value specific to each type of measure implemented. The unitary savings values were favoured over the simulation results from HOT2000 to ensu...

AI summary The document discusses the calculation of energy savings for domestic hot water (DHW) measures using unitary savings values rather than simulation results from HOT2000 software, which was found to be inadequate for modeling DHW energy consumption.

Unitary Energy Savings Values for DHW Measures [Table](#page-97-0) 14 below lists the tracked and evaluated unitary energy savings values for each DHW measure implemented through HEA in 2021. The detailed savings calculations are presented...

AI summary The text refers to a table listing unitary energy savings values for DHW measures implemented through HEA in 2021. It notes that no changes were made to tracked savings in 2021, with detailed calculations provided in the 2020-2022 Measure Assessment.

Table 14: 2021 HEA Tracked and Evaluated Unitary Energy Savings for DHW Measures Measure Tracked Savings [kWh/year] Evaluated Savings [kWh/year] DHW Heating Drain Water Heat Recovery 805 No change Solar DHW 2,736 No change Heat Pump Water...

AI summary Table 14 presents the tracked and evaluated unitary energy savings for domestic hot water (DHW) measures under the 2021 Home Energy Assessment (HEA). The table indicates that while tracked savings were recorded for various DHW measures, evaluated savings remained unchanged. Peak demand savings for demand reduction measures are discussed in a later subsection.

Space Heating Peak Demand Savings For space heating measures modelled in HOT2000, peak demand savings calculations are obtained using a peak demand-to-energy ratio of 0.283 MW/GWh. This ratio (RES-Elect Space Heat&Cool) was set by Navigant...

AI summary The document discusses the calculation of peak demand savings for space heating measures, using a peak demand-to-energy ratio of 0.283 MW/GWh established in the 2016-2018 DSM Plan. It also outlines an exception made in 2020 for mini-split heat pumps, where unitary peak demand savings were calculated separately based on tracked parameters from the HEA program.

Table 15: Unitary Peak Demand Savings Values for Space Heating Mini-split Heat Pumps Variable Symbol Value Rated heating capacity of the new heat pump at outdoor air temperature of -15 °C [kBTU/h] 𝐻𝐶𝑚𝑖𝑛 Specification data for each installe...

AI summary Table 15 presents unitary peak demand savings values for space heating mini-split heat pumps. It includes variables such as rated heating capacity, coefficient of performance for baseline and new heat pumps, and conversion factors. The values are based on specifications for each installed system.

Table 16: 2021 HEA Tracked and Evaluated Peak Demand Savings Measure Tracked Peak Demand Savings [W] Evaluated Peak Demand Savings [W] Space Heating Heat Pump Measures Calculation based on specification data for each installed system Other...

AI summary Table 16 details peak demand savings from various energy efficiency measures in 2021, including heat pumps, wood stoves, and water heating systems. The table shows tracked and evaluated savings, with some measures showing no change in evaluated savings.

3.2.4 Interactive Effects In a home, interactive effects occur when the implementation of energy efficiency measures has an impact on the energy consumption of other elements such as heating and cooling. Since HEA space heating measures ta...

AI summary The text discusses interactive effects in energy efficiency measures, noting that heating and cooling measures have their impacts already considered in unitary savings calculations. Water heating measures, except for heat pump water heaters (HPWHs), have no interactive effects, while HPWHs already account for these effects in their engineering equations.

Table 17: 2021 HEA Equivalent Effective Useful Life Values Measure Tracked Equivalent EUL [years] Evaluated Equivalent EUL [years] Evaluated Gross Lifetime Unitary Savings [kWh] Space Heating Building Envelope Measures Space Heating Equipm...

AI summary Table 17 presents 2021 HEA Equivalent Effective Useful Life Values for various energy efficiency measures, including building envelope measures, space heating equipment, and water heating systems, with data on tracked and evaluated Equivalent EUL and lifetime unitary savings.

3.2.6 Evaluated Gross Savings The annual gross savings for each category of measure installed through HEA in 2021 are listed in [Table](#page-103-0) 18 below. Overall, total gross electrical energy and peak demand savings amounted to 3.618...

AI summary The annual gross savings from energy efficiency measures installed through HEA in 2021 are detailed, showing total electrical energy and peak demand savings of 3.618 GWh and 1.722 MW respectively. These savings are calculated using line loss factors and include contributions from the Klondike pilot. The weighted average EUL value for gross energy savings is 20.8 years.

Table 18: Evaluated 2021 HEA Gross Energy and Peak Demand Savings Measure Category DWHR Solar DHW HPWH – Electric Resistance Baseline HPWH – Heat Pump Baseline Number of Participants/Units 961 1 1 0 2 Evaluated Energy Savings Unitary Energ...

AI summary Table 18 presents evaluated 2021 Home Energy Assessment (HEA) gross energy and peak demand savings across different measure categories, including DWHR, Solar DHW, and HPWH. It includes data on energy savings, peak demand savings, and effective useful life of the measures.

Measure Category Electric Thermal Storage Three-element Water Heaters DHW Heater Timers Total Number of Participants/Units 16 0 1 961 Evaluated Energy Savings Unitary Energy Savings (kWh) N/A N/A N/A - Gross Energy Savings Without OR – at...

AI summary The table presents energy savings data from a Home Energy Assessment program, including participant numbers, energy savings metrics, line loss factors, and peak demand savings across various heating technologies. It highlights total energy savings and effective useful life for these measures.

3.3 Net Savings The Evaluator determined net energy and peak demand savings, i.e. the electrical energy and peak demand savings that can be reliably attributed to a program component, by estimating the net-to-gross ratio (NTGR). In the cas...

AI summary The Evaluator calculated net energy and peak demand savings by considering the net-to-gross ratio (NTGR), free-ridership, participant spillover, and deductions from Green Heat and EPI savings in the case of HEA.

Table 20: HEA Average Participant Spillover Level Average Participant Spillover Level Sample Size Population Size Margin of Error 1% 70 1,040 1.3%

AI summary Table 20 presents the HEA Average Participant Spillover Level with a sample size of 70, population size of 1,040, and a margin of error of 1.3%. The data indicates a 1% average spillover level.

The unconverted D assessment savings spillover effect corresponds to the savings associated with those measures implemented by participants who did not complete an E assessment by the end of the allocated 12-month period (referred to as ex...

AI summary The document discusses the unconverted D assessment spillover effect, where energy savings from participants who did not complete an E assessment within 12 months are added to gross savings. In 2021, 600 such participants were identified, with 54% having installed at least one upgrade, resulting in estimated energy and peak demand savings of 0.740 GWh and 0.209 MW.

Table 22: 2021 HEA Unconverted D Assessment Spillover 2021 Results Total Number of Unconverted D Assessment Participants 600 Ratio of Unconverted D Assessment Participants Who Implemented at Least One Measure 54% Total Number of Unconverte...

AI summary Table 22 outlines the 2021 HEA Unconverted D Assessment Spillover results, including participant numbers, implementation rates, and energy savings. Section 3.3.5 discusses Green Heat and EPI Savings Deductions, highlighting energy efficiency initiatives and their impacts.

Table 24: Evaluated 2021 HEA GHG Emission Reductions Total Net Energy Savings – at the Generator (GWh) 3.481 Nova Scotia-specific GHG Emissions Factor for Electricity Production (tonnes of CO2 eq/kWh) 0.5841 Gross Annual GHG Emission Reduc...

AI summary Table 24 evaluates the 2021 Home Energy Assessment (HEA) GHG emission reductions, showing net energy savings of 3.481 GWh and gross annual GHG emission reductions of 2,033 tonnes of CO2 eq using a Nova Scotia-specific emissions factor of 0.5841 tonnes of CO2 eq/kWh.

3.4 Realization Rate [Table](#page-109-1) 25 below compares the energy and peak demand savings established through this evaluation to those calculated in the 2021 tracking sheet. The realization rate, representing the ratio of evaluated ne...

AI summary The realization rate for energy and peak demand savings is set at 100%, indicating that the evaluated net savings match the tracked net savings as compared to the 2021 tracking sheet.

Table 25: Comparison of 2021 HEA Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 3.618 GWh 0.96 3.481 GWh Evaluation Re...

AI summary Table 25 compares 2021 Home Energy Assessment (HEA) tracked and evaluated savings at the generator level. It shows gross and net energy and peak demand savings, along with realization rates. The Net-to-Gross Ratios (NTGR) account for unconverted D assessment spillover savings and deductions from Green Heat and EPI programs.

2021 HEA Impact Evaluation Highlights - › HEA achieved 3.481 GWh in net electrical energy savings and 1.495 MW in net peak demand savings at the generator in 2021. - › Evaluated net energy and peak demand savings were identical to the trac...

AI summary The 2021 HEA Impact Evaluation highlights that the Home Energy Assessment program achieved 3.481 GWh in net electrical energy savings and 1.495 MW in net peak demand savings at the generator in 2021. The evaluated savings were identical to the tracked results.

4 HEA KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 HEA evaluation were as follows: › Calculate gross and net HEA results, namely electrical first-year and lifetime energy savings, peak demand sa...

AI summary The 2021 HEA evaluation aimed to calculate gross and net results, including energy savings, peak demand savings, and avoided GHG emissions. This section outlines the Evaluator's key findings and recommendations related to these objectives, with additional details provided in Appendix III.

2021 HEA-Finding: HEA net electrical energy and peak demand savings fell short of targets. HEA achieved 3.481 GWh in net electrical energy savings and 1.495 MW in net peak demand savings at the generator in 2021, thus not attaining the pla...

AI summary In 2021, the Home Energy Assessment (HEA) program achieved 3.481 GWh in net electrical energy savings and 1.495 MW in net peak demand savings, falling short of the planned targets of 5.53 GWh and 2.48 MW respectively.

2021 HEA-Finding: Savings per home continued to decrease. With 961 participants, the 2021 participation level decreased by 8% compared to 2020 and returned to the same level as in 2019. Gross energy and demand savings also decreased by 16%...

AI summary The 2021 Home Energy Assessment (HEA) participation dropped by 8% compared to 2020, returning to 2019 levels. Gross energy and demand savings decreased by 16%, due to lower participation and reduced savings per home. However, the decline in savings per home has stabilized slightly, with a small increase in the proportion of DSM participants generating both electrical and non-electrical savings.

2021 HEA-Finding: The HEA tracking sheet is becoming more prone to calculation errors and other mistakes. The number of HEA tracking sheet fields has expanded a lot over the last few years with such additions as a new demand savings calcul...

AI summary The HEA tracking sheet has become more error-prone due to increased complexity, including a new demand savings calculation approach. It will further change in 2022 with the integration of the federal Greener Homes program. A recommendation is made to simplify and reorganize the tracking sheet to reduce calculation errors.

Table 26: 2021 Green Heat Incentives Heat Pump Incentive Ductless Mini-split Heat Pumps $200/Refrigeration Ton Centrally Ducted Air-source Heat Pumps $400/Refrigeration Ton Air-to-water Heat Pumps $400/Refrigeration Ton Ground-source Heat...

AI summary Table 26 outlines the 2021 Green Heat Incentives, providing detailed financial incentives for various heating technologies and systems, including heat pumps, biomass, solar, and demand reduction initiatives. The incentives vary based on the type of technology and its capacity or unit.

Table 27: Implementation Status of Past Recommendations for Green Heat # Past Recommendations Status Comments 2017-GH-R3 Improve the collection of technical information about central air-source heat pumps (CASHPs). Not Recommen ded for Act...

AI summary The implementation status of past recommendations for Green Heat is discussed, highlighting that improving the collection of technical information about central air-source heat pumps (CASHPs) is not recommended for action, while developing a way to help potential participants understand eligible CASHPs is in progress. EOne is considering aligning eligibility criteria with NRCan requirements.

5.3 Participation History In 2021, Green Heat had 3,654 measures installed, which represented an increase of 8% over 2020 levels. As illustrated in [Figure 15](#page-115-1) below, MSHPs were by far the most installed measure again in 2021...

AI summary In 2021, Green Heat saw an 8% increase in installed measures, with MSHPs being the most common. Demand reduction measures also rose in popularity. Green Heat achieved its highest savings levels, with 11.218 GWh in gross energy savings and 10.370 MW in peak demand savings, largely due to MSHPs and demand reduction measures.

6 GREEN HEAT EVALUATION APPROACH The 2021 Green Heat evaluation comprised a condensed impact evaluation and a market evaluation. The main objectives of the evaluation were as follows: - › Collect information on participant perspectives - ›...

AI summary The 2021 Green Heat evaluation focused on assessing the impact and market evolution of mini-split heat pumps (MSHPs), with objectives including collecting participant perspectives, calculating energy savings and emissions reductions, and analyzing market trends.

Table 28: 2021 Green Heat Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant perspectives › How did participants become aware of Green Heat? › Why did participants want to participat...

AI summary This table outlines the 2021 Green Heat Evaluation Approach, which includes collecting participant perspectives, calculating gross and net results, and analyzing the market evolution of MSHPs. The evaluation uses surveys, tracking sheet audits, and interviews to assess program effectiveness and energy savings.

Tracking Sheet Audit Prior to performing the savings review, the Evaluator performed an audit of the final 2021 tracking sheet to ensure it was complete and the entered data were consistent. The detailed protocol used for the tracking shee...

AI summary An audit of the final 2021 tracking sheet was performed prior to the savings review to ensure completeness and data consistency. The audit protocol and results are detailed in Appendix VII.

GHG Emission Reduction Calculations To obtain net avoided GHG emissions in CO 2 eq for Green Heat, the Evaluator multiplied net energy savings by the latest Nova Scotia-specific factor for GHG emissions generated by electricity production....

AI summary The document discusses the calculation of net avoided GHG emissions for Green Heat by multiplying net energy savings with a Nova Scotia-specific factor derived from NS Power data.

7 GREEN HEAT PARTICIPANT PERSPECTIVES Awareness about Green Heat was driven largely by contractors, retailers, or distributors (34%) through word-of-mouth (19%) or online (14%). Sources of awareness are generally consistent with the previo...

AI summary The Green Heat program has high participant satisfaction, with households rating it 9.0 out of 10. Awareness was driven by contractors and online sources, and the main motivations for participation were saving on energy costs and receiving rebates. Participants were concerned with equipment reliability and selection, and some expressed dissatisfaction with rebate amounts.

2021 Green Heat Participant Perspective Highlights - › Awareness about Green Heat is largely driven by contractors, retailers, and distributors. - › The primary motivations for participating in Green Heat are to save on energy costs and be...

AI summary The 2021 Green Heat Participant Perspective Highlights indicate that awareness is driven by contractors and retailers, with participants motivated by energy cost savings and rebates. Concerns about equipment reliability and selection are prominent, though overall satisfaction with the program is high, albeit with lower satisfaction regarding rebate amounts.

8.1 Tracking Sheet Audit To ensure program component results were reliably compiled, the Evaluator first performed a tracking sheet audit aimed at verifying the completeness and consistency of the data submitted by EOne. The verification a...

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

8.2 Gross Savings For Green Heat, gross savings correspond to the change in energy consumption resulting from actions taken by participants regardless of their reasons for participating. 11 For the 2021 evaluation, the Evaluator relied on...

AI summary The document discusses gross savings for the Green Heat program, focusing on changes in energy consumption from participant actions. It notes that the 2021 evaluation used values from the 2020-2022 Measure Assessment, with an exception for the CASHP unitary peak demand savings value, which was revised based on 2021 installations.

8.2.1 Installation Rates Installation rates represent the proportion of measures recorded in the tracking sheet that remain installed in participants' homes. Installation rates for all energy efficient heating systems under Green Heat were...

AI summary Installation rates for energy efficient heating systems under Green Heat are estimated at 100% due to their relatively high cost, indicating that all recorded measures remain installed in participants' homes.

8.2.2 Unitary Energy Savings To establish Green Heat unitary savings, the Evaluator relied on a combination of billing analyses, energy models, engineering algorithms, and literature reviews. The 2020-2022 Measure Assessment provides a det...

AI summary The Evaluator used billing analyses, energy models, and literature reviews to establish Green Heat unitary savings. Energy savings for heat pump measures are calculated per capacity, while biomass measures use unchanged average unitary values. Solar measures use the RETScreen tool due to their rarity.

Table 30: 2021 Green Heat Tracked and Evaluated Unitary Energy Savings Measure Tracked Savings per Capacity [kWh/Btu/h] Evaluated Savings per Capacity [kWh/Btu/h] Tracked Savings [kWh/year] Evaluated Savings [kWh/year] Heat Pumps MSHPs – F...

AI summary Table 30 presents 2021 energy savings data for the Green Heat program, including tracked and evaluated savings for various heating measures such as heat pumps, biomass, and solar. The data shows savings per capacity and annual savings, with some entries marked as 'No change' and others noted as informational.

8.2.3 Unitary Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity demand peak period in Nova Scotia is defined as t...

AI summary This section discusses unitary peak demand savings in Nova Scotia, focusing on calculations for various measures installed through Green Heat. It outlines how savings are calculated for different technologies, such as MSHPs, CASHPs, GSHPs, and others, and notes that some values have been revised based on performance data.

Table 31: 2021 Green Heat Unitary Peak Demand Savings Measure Tracked Peak Demand Savings [W] Evaluated Peak Demand Savings [W] Heat Pumps MSHPs – Fully Electrically Heated 2,496 No change MSHPs – Mainly Electrically Heated 2,576 No change...

AI summary Table 31 presents 2021 Green Heat Unitary Peak Demand Savings for various measures, including heat pumps, biomass, and solar technologies. It shows tracked and evaluated peak demand savings in watts for different types of heating systems, with some entries marked as 'No change' or 'N/A'.

8.2.4 Interactive Effects In a home, interactive effects occur when the implementation of energy efficiency products has an impact on the energy consumption of other elements such as heating and cooling. Since Green Heat high-efficiency he...

AI summary The text discusses how energy efficiency products in a home can influence other energy-consuming systems like heating and cooling. It explains that because Green Heat measures directly target heating and cooling loads, no additional interactive effects factor was applied to savings calculations, as the interactive effects are assumed to be nil.

Table 32: 2021 Green Heat Equivalent Effective Useful Life Values Measure Tracked Equivalent EUL [years] Evaluated Equivalent EUL [years] Evaluated Gross Lifetime Unitary Savings [kWh] MSHPs 18 No change 50,356 CASHPs 18 No change 84,383 G...

AI summary Table 32 presents the 2021 Green Heat Equivalent Effective Useful Life Values for various energy efficiency measures, including Mini-Split Heat Pumps, Conventional Air-Source Heat Pumps, and others, with their tracked and evaluated Equivalent Useful Life (EUL) in years and evaluated gross lifetime unitary savings in kWh.

The annual gross savings for each category of measure installed through Green Heat in 2021 are listed in [Table](#page-127-0) 33 below. Overall, total gross electrical energy and peak demand savings amounted to 11.218 GWh and 10.370 MW res...

AI summary The annual gross savings from Green Heat in 2021 amounted to 11.218 GWh in electrical energy and 10.370 MW in peak demand, with a weighted average EUL value of 18.0 years. Line loss factors of 1.095 and 1.147 were used for energy and peak demand savings, respectively, based on the 2014 Cost of Service Study Progress Update.

Table 33: Evaluated 2021 Green Heat Gross Energy and Peak Demand Savings MSHPs Measure Fully Electrical Mainly Electrical CASHPs GSHPs Number of Units 2,242 793 17 - Energy Savings Unitary Energy Savings (kWh) 3,092 1,040 4,282 - Gross Ene...

AI summary Table 33 presents evaluated 2021 Green Heat gross energy and peak demand savings, categorized by heat pump types including Mini-Split Heat Pumps (MSHPs), Conventional Air-Source Heat Pumps (CASHPs), and Ground-Source Heat Pumps (GSHPs). It includes metrics such as energy savings, peak demand savings, and lifetime energy savings.

Evaluated 2021 Green Heat Gross Energy and Peak Demand Savings (Continued) Wood Stoves or Fireplace Inserts Pellet Stoves or Fireplace Inserts Wood Furnaces or Boilers Pellet Furnaces or Boilers Measure Electric Resistance Baseline Heat Pu...

AI summary The table presents energy and peak demand savings for various heating measures, including wood and pellet stoves, furnaces, and boilers. It includes metrics such as unitary energy savings, gross energy savings at the meter and generator, line loss factors, and gross lifetime energy savings, along with peak demand savings data.

Table 35: 2021 Green Heat NTGRs Measure Free-ridership NTGR MSHPs 39% 0.61 CASHPs and GSHPs 33% 0.67 Biomass and Solar 41% 0.59 Demand Reduction - 1.00 8.3.3 Evaluated Net Savings

AI summary Table 35 presents 2021 Green Heat NTGRs (Net Total Generation Reduction) for various measures, including MSHPs, CASHPs and GSHPs, Biomass and Solar, and Demand Reduction. The table includes free-ridership percentages and NTGR values, with a section titled 'Evaluated Net Savings' following the table.

Net savings are defined as the energy use reductions specifically attributable to Green Heat. Net savings were estimated by applying the NTGRs listed above to the evaluated gross savings using the following equation: Net Savings = Gross Sa...

AI summary The text defines net savings for Green Heat as energy use reductions attributable to the program, calculated using NTGRs applied to gross savings. In 2021, net energy savings were estimated at 6.795 GWh and peak demand savings at 6.451 MW, with lifetime savings of 122.306 GWh and a weighted average EUL of 18.0 years.

Table 36: Evaluated 2021 Green Heat Net Energy and Peak Demand Savings MSHPs Measure Fully Electrical Mainly Electrical CASHPs GSHPs Energy Savings Gross Energy Savings – at the Meter (GWh) 6.931 0.825 0.073 - NTGR 0.61 0.61 0.67 0.67 Net...

AI summary Table 36 evaluates the energy and peak demand savings from the 2021 Green Heat program, focusing on measures like mini-split heat pumps (MSHPs), wood stoves, and pellet stoves. It provides data on gross and net energy savings at the meter and generator levels, as well as peak demand savings, using metrics like NTGR and line loss factors.

Table 38: Comparison of 2021 Green Heat Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 11.218 GWh 0.50 5.580 GWh Evaluation Result...

AI summary Table 38 compares the 2021 Green Heat program's tracked and evaluated savings at the generator level. Energy savings tracked by EOne were 11.218 GWh, and evaluated savings were 11.218 GWh. Peak demand savings tracked by EOne were 10.319 MW, and evaluated savings were 10.370 MW. The realization rates for energy and peak demand savings were 122% and 125%, respectively.

9.1 Market Indicators The Evaluator analyzed available market data and established key market indicators to understand the state of the MSHP market in Nova Scotia. A key source of information used in this analysis was the heat pump data an...

AI summary The Evaluator analyzed market data to understand the state of the MSHP market in Nova Scotia, using information from NS Power's load forecast and regulatory filings, including data from program components, NRCan, consumer surveys, and distributor interviews.

9.1.1 Market Share of Heat Pumps The data presented in this subsection are for all heat pumps, not just MSHPs. NS Power data indicates that, since 2013, over 90% of heat pumps installed through the NS Power on-bill financing program compon...

AI summary The text discusses the market share of heat pumps in Nova Scotia, noting that the majority of heat pumps installed through NS Power's on-bill financing program and EOne's incentives are mini-split heat pumps (MSHPs). It provides data on the number of homes with heat pumps installed annually from 2013 to 2021 and forecasts future growth rates and cumulative numbers.

Green Heat Mini-split Heat Pumps Green Heat incents participants to purchase eligible high-performing cold climate MSHPs. From July 2017 to April 2021, only single-zone systems with a heating seasonal performance factor (HSPF) greater than...

AI summary The Green Heat program incentivizes the purchase of high-performing cold climate mini-split heat pumps (MSHPs) with specific efficiency criteria. Eligibility requirements have become more stringent over time, targeting higher efficiency systems. The program has seen significant growth in the number of incented systems since 2017, reaching nearly 6,000 by 2021.

9.1.2 Green Heat Eligible Mini-split Heat Pumps The Evaluator interviewed five distributors of HVAC products, including MSHPs, in Nova Scotia to gain more in-depth understanding of MSHP market trends and sales of Green Heat-eligible high-p...

AI summary The Evaluator interviewed HVAC product distributors in Nova Scotia to understand market trends and sales of Green Heat-eligible mini-split heat pumps. All interviewed distributors sell high-performing units, with four stating that at least 90% of their contractor customers carry Green Heat-eligible units. The data includes NS Power forecasts and actual numbers from incentive programs.

9.1.3 Mini-split Heat Pump Prices [Figure 24](#page-142-1) and [Table](#page-143-1) 41 below provides the average cost of incented systems (excluding incentives) and the average incentive across nominal capacities based on the Green Heat t...

AI summary The text discusses the evolution of average costs and incentives for mini-split heat pumps (MSHPs) from 2017 to 2021, noting a significant increase in 2020, a decrease in 2021, and stable incentives. Distributors attribute recent price increases to production costs affected by the COVID-19 market perturbations.

9.1.4 Mini-split Heat Pump Market Outlook and Trends To evaluate the evolution of MSHP sales over the past two years, the Evaluator asked for distributors' inputs. From 2019 to 2020, four out of five distributors reported an increase in sa...

AI summary The text discusses the growth in mini-split heat pump (MSHP) sales in Nova Scotia from 2019 to 2021, driven by increased home improvement spending, pandemic-related work-from-home trends, and incentive programs like Green Heat and Greener Homes. Distributors report higher-than-forecasted growth, with most sales being high-performing cold climate units. Challenges include higher costs and customer reluctance to apply for incentives.

Table 43: Analysis of 2021 Key Factors in Program Component Planning Factor Results Market share of heat pumps and efficient MSHPs NS Power predicted a relatively flat market for MSHPs in 2020 and 2021. That said, distributors reported inc...

AI summary The market for mini-split heat pumps (MSHPs) in Nova Scotia is showing increased adoption, with 35% of households using them in 2021. Distributors report rising sales, and efficiency of MSHPs has improved due to stricter requirements. Prices for higher capacity units have increased, but incentives from EOne have supported adoption. A new regulation in 2023 is expected to further push for more efficient heat pumps.

10 GREEN HEAT KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 Green Heat evaluation were as follows: - › Collect information on participant perspectives - › Calculate gross and net results, namely...

AI summary The 2021 Green Heat evaluation aimed to collect participant perspectives, calculate energy savings and GHG emissions, and analyze the market evolution of mini-split heat pumps. No specific recommendations were made by the Evaluator.

2021 GH-Finding: Green Heat net electrical energy and peak demand savings exceeded targets. Green Heat achieved 6.795 GWh in net electrical energy savings and 6.451 MW in net peak demand savings at the generator in 2021, thus exceeding the...

AI summary Green Heat exceeded its 2021 targets for net electrical energy and peak demand savings, achieving 6.795 GWh and 6.451 MW respectively, surpassing the planned targets of 5.56 GWh and 5.69 MW.

2021 GH-Finding: Green Heat participation levels reached a new high in 2021, driven in large part by growth in demand reduction measures. With 3,654 measures installed, the 2021 participation level was the highest ever observed for Green H...

AI summary Green Heat participation reached a new high in 2021 with 3,654 measures installed, an 8% increase from 2020, driven by the growing popularity of demand reduction measures and mini-split heat pumps.

2021 GH-Finding: Participant satisfaction with Green Heat remains high, with the rebate amounts being the only aspect of the program receiving a relatively lower satisfaction score. Satisfaction with Green Heat overall was high in 2021 wit...

AI summary Participant satisfaction with the Green Heat program in 2021 was high, with an average score of 9.0 on a 10-point scale. The only aspect receiving a lower score was rebate amounts, which scored 7.1. All other aspects of the program scored 8.5 or higher.

2021 GH-Finding: The MSHP market is in a sustained growth phase. NS Power predicted that annual incremental heat pump installations would remain relatively flat in 2020 and 2021 and that 35% of Nova Scotia households would use a heat pump...

AI summary The MSHP market is experiencing sustained growth, with NS Power predicting steady heat pump installations and 35% of households using heat pumps by 2021. Sales have increased since 2019, and consumer interest remains strong. The Evaluator found that net energy and peak demand savings were significantly higher than those tracked by EOne, due to a lower free-ridership level in 2021, resulting in a higher NTGR.

Table 44: 2021 EPI List of Eligible Products Products Electrical Savings Non-electrical Savings LED lamps including A-types, reflectors, and chandeliers X - LED nightlights X - Faucet aerators28 X X Low-flow showerheads29 X X Thermostatic...

AI summary Table 44 lists eligible products for the 2021 Efficient Product Installation (EPI) program, including LED lamps, faucet aerators, low-flow showerheads, and air sealing kits, with details on their electrical and non-electrical savings. Some products are eligible for both types of savings, while others are limited to one.

11.2 Follow-up on Past Evaluation Report Recommendations The Evaluator evaluated EPI in previous years and issued improvement recommendations. [Table](#page-151-2) 45 provides a summary of the implementation status of each recommendation p...

AI summary The document discusses the follow-up on past evaluation report recommendations for the Efficient Product Installation (EPI) program. It mentions that a market evaluation for EPI was deferred to 2022 and provides a table summarizing the implementation status of these recommendations.

11.3 Participation History direct installations. As presented in [Figure](#page-152-0) 26 below, EPI had 10,028 DSM participants, which represents a 15% increase in participation compared to 2020. 34 This can be explained in large part by...

AI summary The document discusses the participation history of the Efficient Product Installation (EPI) program, highlighting a 15% increase in participants in 2021 compared to 2020. Despite this, the average number of products installed per household decreased, and savings per participant also declined slightly. LED lamps remain the most popular product type, contributing significantly to energy savings.

12 EPI EVALUATION APPROACH The 2021 EPI evaluation comprised a condensed impact evaluation. The main objectives of the 2021 EPI evaluation were as follows: › Calculate gross and net EPI results, namely electrical first-year and lifetime en...

AI summary The 2021 EPI evaluation focused on calculating gross and net energy savings, peak demand savings, and avoided GHG emissions. The evaluation aimed to address key research questions and utilized specific methods outlined in Table 46.

Table 46: 2021 EPI Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant perspectives › How did participants become aware of EPI? › Why did participants want to participate in EPI? › Wh...

AI summary Table 46 outlines the 2021 EPI Evaluation Approach, detailing objectives, research questions, and methodologies for evaluating the Efficient Product Installation program. It includes participant surveys, tracking sheet audits, on-site visits, and calculations for gross and net results, including free-ridership and spillover levels.

Calculations Using Evaluation Results Building on all the above methods and collected data, the Evaluator calculated the first-year and lifetime energy and peak demand savings as per the calculation methodology presented in Section [13](#p...

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings using the calculation methodology presented in Section 13, based on collected data and various methods.

14 EPI IMPACT EVALUATION The objectives of the 2021 EPI impact evaluation were to determine the gross and net electrical energy and peak demand savings.

AI summary The 2021 EPI impact evaluation aimed to assess the gross and net electrical energy and peak demand savings resulting from the Efficient Product Installation program.

14.2.1 Installation Rates Installation rates represent the proportion of products recorded in the tracking sheet that remain installed in participants' homes. In 2021, the Evaluator conducted 63 on-site visits that served to establish new...

AI summary Installation rates are calculated based on the proportion of products that remain installed in participants' homes. In 2021, 63 on-site visits were conducted to determine new installation rates, except for retractable clotheslines, which used previous data. These rates are applied to gross savings for evaluation purposes.

Table 47: 2021 EPI Product Installation Rates Product Installation Rate Applied to Gross Savings Margin of Error Source LED Lamps 94% 2.1% 2021 EPI on-site visits LED Nightlights 94% 2.1% 2021 EPI on-site visits Faucet Aerators 85% 6.8% 20...

AI summary Table 47 presents 2021 EPI product installation rates, including installation rates and margins of error for various energy-efficient products. The data is sourced from EPI on-site visits and assumptions made for products with higher margins of error.

14.2.2 Unitary Energy Savings For EPI, EOne establishes separate unitary savings values for single-family homes and apartments. The Evaluator used the unitary savings values from the 2020-2022 Measure Assessment and revised them where nece...

AI summary The Evaluator adjusted unitary savings values for EPI products, such as DHW products and blackout bulbs, based on 2021 on-site visit findings. The document details changes made to unitary savings calculations and provides a summary of tracked and evaluated energy savings for each product installed through EPI in 2021.

2021 EPI Tracked and Evaluated Unitary Energy Savings (Continued) EPI – Single-family Homes EPI – Apartments Product Tracked Savings [kWh/yr] Evaluated Savings [kWh/yr] Tracked Savings [kWh/yr] Evaluated Savings [kWh/yr] Air Sealing Produc...

AI summary The document details the energy savings tracked and evaluated for the Efficient Product Installation (EPI) program in 2021, covering various products used in single-family homes and apartments. It shows that most products had no change in evaluated savings compared to tracked savings, with the exception of some showerhead and faucet aerator products.

Table 49: 2021 EPI Tracked and Evaluated Unitary Peak Demand Savings Values EPI – Single-family Homes EPI – Apartments Product Tracked Savings [W/yr] Evaluated Savings [W/yr] Tracked Savings [W/yr] Evaluated Savings [W/yr] LED Lamps 9 W Re...

AI summary Table 49 presents the 2021 EPI tracked and evaluated unitary peak demand savings values for various LED lamp replacements in single-family homes and apartments, showing no changes in evaluated savings across all products.

14.2.4 Interactive Effects In a home, interactive effects occur when the implementation of energy efficiency products has an impact on the energy consumption of other elements such as heating and cooling. In the case of EPI, replacing ligh...

AI summary The text discusses interactive effects in homes due to energy efficiency products, such as LED lighting and hot water insulation, which influence heating and cooling loads. Updates to interactive effects factors for LED A-type lamps and assumptions about PAR38 lamp installations are noted based on the 2021 EPI tracking sheet and site visits.

[Table](#page-166-1) 50 and [Table](#page-167-2) 51 below list the interactive effects factors for LED products installed indoors and hot water insulation products respectively. Table 50: 2021 EPI Interactive Effects Calculation Results fo...

AI summary The tables show the interactive effects factors for LED products installed indoors and hot water insulation products. The data indicates significant energy and peak demand reductions for various home heating and cooling configurations, with the most substantial impacts observed in homes with electrical heating and air conditioning.

Table 51: 2021 EPI Interactive Effects Factors for Pipe Insulation and Hot Water Tank Wraps Parameter Total Energy Interactive Effects Peak Demand Interactive Effects Heat Pump Heating -13.0% -90% Single-family Homes Electrical Heating No...

AI summary Table 51 presents the 2021 EPI interactive effects factors for pipe insulation and hot water tank wraps, showing energy and peak demand reductions across different heating and cooling scenarios in single-family homes and apartments. The data highlights significant energy savings and demand reductions, with peak demand reductions reaching up to -90% in several cases.

The annual gross savings for each category of products installed in 2021 through EPI are listed below. [Table](#page-170-0) 53 and [Table](#page-178-0) 54 below present the results for single-family homes and apartments respectively. Overa...

AI summary The annual gross savings from EPI programs in 2021 are detailed, with total energy and peak demand savings reported as 8.174 GWh and 1.143 MW respectively. These savings are calculated using line loss factors from the 2014 Cost of Service Study Progress Update submitted to the NSUARB.

Table 53: Evaluated 2021 EPI Gross Energy and Peak Demand Savings - Single-family Homes LED Lamps Product Category 9 W Replacing 25 W 29 W 40 W 43 W 60 W 72 W 100 W 150 W Number of Units Number of Units 359 847 7,652 670 59,700 110 5,414 6...

AI summary Table 53 evaluates the 2021 EPI gross energy and peak demand savings for single-family homes, detailing metrics such as unitary energy savings, installation rates, and gross energy savings at the meter and generator. It also includes factors like energy interactive effects and line loss for different wattage LED lamps.

LED Lamps Product Category 9.5 W Replacing 29 W 40 W 43 W 60 W 72 W 100 W 150 W Number of Units Number of Units 0 0 0 0 0 0 2 Installation Rate (%) 94% 94% 94% 94% 94% 94% 94% Number of Units Installed 0 0 0 0 0 0 2 Energy Savings Unitary...

AI summary The table presents data on LED lamp installations and their energy savings across various wattage categories, including unitary energy savings, installation rates, and adjustments. Only 2 units of 150W lamps were installed, with no energy savings recorded at the meter or generator for most categories, except for a small amount of lifetime energy savings for 150W lamps.

LED Lamps Product Category 18 W Replacing 100 W 7 W BOB Replacing 60 W PAR20 7 W Replacing 50 W PAR30 8 W Replacing 53 W PAR30 8 W Replacing 75 W PAR38 15 W Replacing 90 W Number of Units Number of Units 420 817 6,749 0 0 234 Installation...

AI summary The table presents energy savings data for various LED lamp products, including the number of units installed, energy savings, and peak demand savings. It also includes factors such as interactive effects and line loss, which adjust the energy savings calculations based on installation rates and other considerations.

LED Lamps Product Category PAR38 15 W Replacing 120 W PAR38 15 W Replacing 150 W GU10 7 W Replacing 35 W GU10 7 W Replacing 50 W G25 7 W Replacing 40 W E12 5 W Chandelier Replacing 40 W Number of Units Number of Units 551 1,595 762 5,056 4...

AI summary The table presents data on energy savings and installation rates for various LED lamp products, including numbers of units, energy savings at the meter and generator, and peak demand savings. It also includes factors such as interactive effects and line loss, which are used to calculate the energy savings.

Low-flow Showerheads LED Nightlights Faucet Aerators 0.5 gpm Reduction 0.75 gpm Reduction 1.0 gpm Reduction Number of Units Number of Units 9,949 5,418 224 186 3,323 Installation Rate (%) 94% 85% 96% 96% 96% Number of Units Installed 9,352...

AI summary The table details energy savings from the installation of low-flow showerheads and other efficiency measures, including units installed, energy savings, and peak demand reductions. It includes metrics like energy savings at the meter and generator, interactive effects factors, and line loss factors for different product types.

Defendable Air Sealing Kits – Electric Resistance Heating Clotheslines Foam Gaskets Door Sweeps Window Air Sealing Door Weather Stripping

AI summary The document presents a table listing various energy efficiency measures, specifically focusing on air sealing kits for electric resistance heating. It includes categories such as clotheslines, foam gaskets, door sweeps, window air sealing, and door weather stripping, suggesting these are items or methods related to improving energy efficiency in homes.

A Air Sealing Kits - Heat Pump Heatin g Total for Product Category Foam Gaskets Door Sweeps Window Air Sealing Door Weather Stripping Single-family Homes Number of Units Number of Units 1,347 88 185 333 146,393 Installation Rate (%) 31% 10...

AI summary The table presents data on energy savings from various home insulation products, including air sealing kits, foam gaskets, door sweeps, window air sealing, and door weather stripping. It provides details on the number of units installed, energy savings, peak demand savings, and other metrics related to single-family homes.

Table 54: Evaluated 2021 EPI Gross Energy and Peak Demand Savings – Apartments LED Lamps Product Category 9 W Replacing 25 W 29 W 40 W 43 W 60 W 72 W 100 W 150 W Number of Units Number of Units 14 19 122 16 4,135 0 90 1 Installation Rate (...

AI summary Table 54 evaluates the 2021 EPI gross energy and peak demand savings in apartments, providing data on energy savings, installation rates, and interactive effects factors for different LED lamp wattages. The table includes metrics such as unitary energy savings, gross energy savings at the meter and generator, and peak demand savings.

LED Lamps Product Category 18 W Replacing 100 W 7 W BOB Replacing 60 W PAR20 7 W Replacing 50 W PAR30 8 W Replacing 53 W PAR30 8 W Replacing 75 W PAR38 15 W Replacing 90 W Number of Units Number of Units 19 180 123 0 0 4 Installation Rate...

AI summary The table provides detailed energy savings data for various LED lamp products, including installation rates, energy savings, and interactive effects factors. It highlights the performance of different lamp categories in terms of energy efficiency and demand reduction.

LED Lamps Product Category PAR38 15 W Replacing 120 W PAR38 15 W Replacing 150 W GU10 7 W Replacing 35 W GU10 7 W Replacing 50 W G25 7 W Replacing 40 W E12 5 W Chandelier Replacing 40 W Number of Units Number of Units 0 9 0 192 191 370 Ins...

AI summary The table presents energy savings data for various LED lamp products, including installation rates, energy savings, and peak demand savings. It includes metrics such as unitary savings value, interactive effects factor, and line loss factor for different product categories.

Low-flow Showerheads LED Nightlights Faucet Aerators 0.5 gpm Reduction 0.75 gpm Reduction 1.0 gpm Reduction Number of Units Number of Units 1,996 515 8 5 243 Installation Rate (%) 94% 85% 96% 96% 96% Number of Units Installed 1,876 438 8 5...

AI summary The document presents a table detailing energy savings from the installation of low-flow showerheads, LED nightlights, and faucet aerators across different units. It includes metrics like installation rates, energy savings, and peak demand savings, along with factors such as interactive effects and line loss.

Thermostatic Shower Valves Pipe Insulation Hot Water Tank Product Category 1.5 gpm 2.0 gpm 2.5 gpm (per feet) Wraps Number of Units Number of Units 0 0 73 85 103 Installation Rate (%) 88% 88% 88% 100% 100% Number of Units Installed 0 0 64...

AI summary The document presents a table with data on energy savings from various efficiency measures, including thermostatic shower valves, pipe insulation, and hot water tanks. The table includes metrics such as installation rates, energy savings, and peak demand savings, along with factors like interactive effects and line loss. The data is used to evaluate the overall impact of these measures on energy consumption.

Defendable. Air S ealing Kits – Elec ctric Resistance Heating Product Category Retractable Clotheslines Foam Gaskets Door Sweeps Window Air Sealing Door Weather Stripping Number of Units Number of Units 778 206 7 11 14 Installation Rate (%...

AI summary The table presents energy savings data for various energy efficiency products, including retractable clotheslines, foam gaskets, door sweeps, window air sealing, and door weather stripping. It details installation rates, energy savings values, and lifetime energy savings at the generator level, along with peak demand savings and associated factors.

A Air Sealing Kits – Heat Pump Heatin g Total for Product Category Foam Gaskets Door Sweeps Window Air Sealing Door Weather Stripping Single-family Homes Number of Units Number of Units 9 0 0 2 9,541 Installation Rate (%) 31% 100% 84% 84%...

AI summary The table presents data on the installation and energy savings of various home energy efficiency products, including air sealing kits and heat pump heating systems. It includes details on the number of units, installation rates, energy savings, and peak demand savings for single-family homes in Nova Scotia.

Table 56: 2021 EPI Participant Spillover Level – Non-low-income Participants Average Participant Spillover Level Margin of Error All Products 10% 7.5% 43 The 2019 values for owners were used as a comparison point since owners and tenants w...

AI summary Table 56 presents the 2021 EPI Participant Spillover Level for non-low-income participants, showing an average spillover level of 10% with a margin of error of 7.5%. The 2019 values for owners were used as a comparison point because owners and tenants were not differentiated in 2021.

Table 57: 2021 EPI Net-to-gross Ratios by Product Category LED Lamps Low-flow Showerheads Other Products Non-low income Participants Low-income Participants Non-low income Participants Low-income Participants Non-low income Participants Lo...

AI summary Table 57 presents the 2021 Net-to-gross Ratios (NTGR) for the Efficient Product Installation (EPI) program by product category and participant type. The table shows that low-income participants had higher NTGR values for LED lamps and other products, while non-low-income participants had a higher proportion of gross savings. A footnote explains that 2019 owner values were used for comparison due to lack of differentiation between owners and tenants in 2021.

14.3.4 Evaluated Net Savings Net savings are defined as the energy use reductions that are specifically attributable to EPI. Net savings were estimated by applying the overall NTGR to gross savings as exemplified in the following equation:...

AI summary The section discusses the calculation of net savings for the Efficient Product Installation (EPI) program using the Net-to-Gross Ratio (NTGR). It provides specific figures for energy and peak demand savings in 2021 and over the lifetime of the program, along with a weighted average energy useful life (EUL) value of 8.3 years.

Table 58: Evaluated 2021 EPI Net Energy and Peak Demand Savings LED Lamps Product Category 9 W Replacing 25 W 29 W 40 W 43 W 60 W 72 W 100 W 150 W Energy Savings Gross Energy Savings – at the Meter (GWh) 0.004 0.013 0.183 0.018 2.353 0.005...

AI summary Table 58 presents the evaluated 2021 EPI (Efficient Product Installation) net energy and peak demand savings for LED lamps across various wattages. It details gross and net energy savings at the meter and generator, line loss factors, and lifetime energy savings. The table provides data on energy efficiency and demand reduction for different lighting products.

18 W Replacing 100 W 7 W BOB Replacing 60 W PAR20 7 W Replacing 50 W PAR30 8 W Replacing 53 W PAR30 8 W Replacing 75 W PAR38 15 W Replacing 90 W 0.027 0.037 0.214 0.000 0.000 0.017 0.90 0.90 0.90 0.90 0.90 0.90 0.024 0.033 0.193 0.000 0.00...

AI summary The text presents a table with various light bulb replacements and associated numerical data, including line loss factors and weighted averages. The data appears to be related to energy efficiency and the impact of replacing traditional light bulbs with more efficient alternatives.

PAR38 15 W PAR38 15 W GU10 7 W GU10 7 W G25 7 W E12 5 W Chandelier Replacing 40 W 0.053 0.201 0.016 0.163 0.100 0.394 0.90 0.90 0.90 0.90 0.90 0.90 0.048 0.180 0.015 0.147 0.090 0.354 1.0947 1.0947 1.0947 1.0938 1.0947 1.0946 0.053 0.198 0...

AI summary The text presents a table with various lighting products and their corresponding metrics, including wattage, efficiency factors, and line loss calculations. The table includes values for different bulb types and replacement scenarios, with a note explaining how line loss factors are calculated based on weighted average proportions of rate codes.

Low-flow Showerheads LED Nightlights Faucet Aerators 0.5 gpm Reduction 0.75 gpm Reduction 1.0 gpm Reduction Energy Savings Gross Energy Savings – at the Meter (GWh) 0.268 0.563 0.042 0.052 1.299 NTGR 0.90 1.07 1.00 1.00 1.00 Net Energy Sav...

AI summary The table presents energy savings and peak demand savings data for various low-flow showerhead programs, including LED nightlights, faucet aerators, and different flow rate reductions. It includes metrics such as gross and net energy savings, NTGR, line loss factors, and lifetime energy savings.

Thermostatic Shower Valves Pipe Insulation Hot Water Tank Product Category 1.5 gpm 2.0 gpm 2.5 gpm (per feet) Wraps Energy Savings Gross Energy Savings – at the Meter (GWh) 0.000 0.000 0.149 0.074 0.297 NTGR 1.07 1.07 1.07 1.07 1.07 Net En...

AI summary The table presents energy and demand savings for various efficiency programs, including thermostatic shower valves, pipe insulation, and hot water tanks. It includes metrics such as gross and net energy savings, net lifetime energy savings, peak demand savings, and line loss factors for each product category.

Product Category Define del le Air Sealing Kits – Electric Resistance Heating Retractable Clotheslines Foam Gaskets Door Sweeps Window Air Sealing Door Weather Stripping Energy Savings Gross Energy Savings – at the Meter (GWh) 0.291 0.063...

AI summary The table presents energy savings data for various products under the Efficient Product Installation (EPI) program, including gross and net energy savings, NTGR, line loss factors, and peak demand savings at the meter and generator levels. The data is used to assess the effectiveness of energy efficiency measures.

Product Category A Foam Gaskets Door Sweeps Window Air Sealing Door Weather Stripping Total for Single- family Homes Energy Savings Gross Energy Savings – at the Meter (GWh) 0.017 0.007 0.011 0.025 7.471 NTGR 1.07 1.07 1.07 1.07 - Net Ener...

AI summary The text presents a table detailing energy savings and peak demand savings for various home insulation products, including foam gaskets, door sweeps, window air sealing, and door weather stripping. The table includes metrics such as gross and net energy savings, NTGR, line loss factors, and net lifetime energy savings, all calculated for single-family homes.

As presented in [Table](#page-199-1) 59, applying the Nova Scotia-specific factor 45 for GHG emissions generated by electricity production to EPI net savings corresponds to a total of 4,563 tonnes of annually avoided CO 2 eq.

AI summary The text discusses the calculation of GHG emissions avoided through the Efficient Product Installation (EPI) program, resulting in 4,563 tonnes of annually avoided CO2 eq using a Nova Scotia-specific factor applied to EPI net savings.

Table 59: Evaluated 2021 EPI GHG Emission Reductions Total Net Energy Savings – at the Generator (GWh) 7.812 Nova Scotia-specific GHG Emissions Factor for Electricity Production (kg of CO2 eq/kWh) 0.5841 Gross Annual GHG Emission Reduction...

AI summary Table 59 evaluates the 2021 GHG emission reductions from the Efficient Product Installation (EPI) program, showing net energy savings of 7.812 GWh and gross annual GHG emission reductions of 4,563 tonnes of CO2 eq. Section 14.4 discusses the realization rate.

Table 60: Comparison of 2021 EPI Tracked and Evaluated Savings at the Generator Gross Savings Realization Value Unit Value Value Unit Rate Value 8.347 GWh 0.91 7.621 GWh 103% 8.174 GWh 0.96 7.812 GWh 1.157 MW 0.92 1.062 MW 103% 1.143 MW 0....

AI summary Table 60 compares the 2021 EPI tracked and evaluated savings at the generator level, including gross savings, realization rates, and net savings. The table shows that the net-to-gross ratio (NTGR) varied by product type, with the average NTGR calculated by dividing net savings by gross savings.

2021 EPI Impact Evaluation Highlights - › EPI achieved 7.812 GWh in net electrical energy savings and 1.098 MW in net peak demand savings at the generator in 2021. - › Updating the installation rates based on the 2021 on-site visit finding...

AI summary In 2021, the EPI program achieved 7.812 GWh in net electrical energy savings and 1.098 MW in net peak demand savings. However, updated installation rates led to a slight reduction in gross savings, particularly due to a decrease in LED lamp installation rates. Free-ridership levels remained similar to 2019, but spillover effects increased significantly. Evaluated savings were 3% higher than tracked values due to an increase in NTGR.

15 EPI KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 EPI evaluation were as follows: › Calculate gross and net EPI results, namely electrical first-year and lifetime energy savings, peak demand s...

AI summary The 2021 EPI evaluation found that net electrical energy and peak demand savings fell short of targets, with savings per participant decreasing due to fewer LED lamp installations. The lighting market's evolution is a key challenge for maintaining savings, and adjusted installation rates led to a 2% decrease in gross evaluated energy savings.

16 MHEEP OVERVIEW This section describes the Mi'kmaw Home Energy Efficiency Project (MHEEP) program component, follows up on past evaluation recommendations, and provides an overview of MHEEP participation history.

AI summary This section provides an overview of the Mi'kmaw Home Energy Efficiency Project (MHEEP), including its program component, follow-up on past evaluation recommendations, and an overview of MHEEP participation history.

16.1 MHEEP Description MHEEP provides energy efficiency upgrades to band-owned homes in Mi'kmaw communities at no cost to participants or the community. EOne works with community housing managers (HMs), two delivery agents (DA), and Mi'kma...

AI summary MHEEP provides energy efficiency upgrades to Mi'kmaw band-owned homes at no cost, managed by EOne, community housing managers, delivery agents, and Mi'kmaw-preferred contractors. It includes home energy assessments, building envelope upgrades, and appliance replacements. Funding comes from electricity ratepayers and the Province of Nova Scotia. MHEEP was suspended during the COVID-19 pandemic and aimed for specific energy savings in 2021.

16.2 Follow-up on Past Evaluation Report Recommendations No major improvement recommendations were made for MHEEP in 2020.

AI summary No major improvement recommendations were made for the Mi'kmaw Home Energy Efficiency Program (MHEEP) in 2020.

16.3 Participant History As presented in [Figure 32](#page-5-0) below, 82 participants completed projects and achieved electrical energy savings in 2021 under MHEEP, representing a 242% increase in participation compared to 2020. Participa...

AI summary In 2021, MHEEP saw a 242% increase in participation compared to 2020, with 82 participants completing projects and achieving electrical energy savings. Average savings per participant increased by 5%, partly due to a lower proportion of participants with non-electrical heating. MHEEP achieved 0.316 GWh in gross electrical energy savings and 0.147 MW in gross peak demand savings, with heat pump retrofits being the primary measure for electrical savings.

17 MHEEP EVALUATION APPROACH The 2021 MHEEP evaluation comprised a condensed impact evaluation. The main objective of the 2021 MHEEP evaluation was as follows: › Calculate gross and net MHEEP results, namely electrical first-year and lifet...

AI summary The 2021 MHEEP evaluation aimed to calculate both gross and net results, including energy savings, peak demand savings, and avoided GHG emissions. The evaluation approach included tracking sheet audits, measure assessments, and calculations using a net-to-gross ratio of 1.

Calculations Using Evaluation Results The Evaluator calculated the first-year and lifetime energy and peak demand savings as per the calculation methodology presented in Section [18](#page-7-0) below.

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings using the methodology outlined in Section 18.

GHG Emission Reduction Calculations To obtain net avoided GHG emissions in CO 2 eq for MHEEP, the Evaluator multiplied the net energy savings by the latest Nova Scotia-specific factor for GHG emissions generated by electricity production....

AI summary The document discusses the calculation of net avoided GHG emissions for the Mi'kmaw Home Energy Efficiency Project (MHEEP) using energy savings and a Nova Scotia-specific GHG emissions factor from NS Power data. First-year savings are based on typical energy consumption, not accounting for changes due to the pandemic.

18 MHEEP IMPACT EVALUATION The objectives of the 2021 MHEEP impact evaluation were to determine gross and net electrical energy and peak demand savings, annually avoided GHG emissions, as well as effective useful life (EUL) values and asso...

AI summary The 2021 MHEEP impact evaluation aimed to assess gross and net electrical energy and peak demand savings, annually avoided GHG emissions, and effective useful life values and associated lifetime energy savings from measures installed under the Mi'kmaw Home Energy Efficiency Program.

18.1 Tracking Sheet Audit To ensure project results are reliably compiled, the Evaluator first performed a tracking sheet audit aimed at verifying the completeness and consistency of the data submitted by EOne. The verification and correct...

AI summary An audit of the tracking sheet was conducted to verify the completeness and consistency of data submitted by EOne. The Evaluator performed verification and corrective actions, resulting in corrected tracked savings results as presented in the report.

18.2 Gross Savings MHEEP gross savings correspond to the change in energy consumption resulting from the measures implemented by participants regardless of why they participated. 48 In 2021, MHEEP participants received building envelope an...

AI summary MHEEP gross savings refer to the change in energy consumption due to implemented measures, regardless of participation reasons. In 2021, MHEEP participants received upgrades that generated electrical savings, calculated through HOT2000 modelling. One measure with electrical unitary savings calculations was installed.

Where: - › % corresponds to the proportion of space heating covered by electrical heating systems during the D assessment. - › SHC corresponds to total space heating consumption (all fuel types combined). - › OR corresponds to the overesti...

AI summary The document outlines the calculation of energy savings for the Mi'kmaw Home Energy Efficiency Program (MHEEP) using overestimation ratios (ORs) derived from billing analyses. The ORs adjust modelled energy consumption based on the type of heating systems present during assessments. Savings are calculated by comparing D and E assessments, and specific measures like programmable thermostats are evaluated using unitary savings values.

18.2.2 Peak Demand Savings Peak demand savings correspond to the demand savings that coincide in time with the peak demand period of the electricity system. The projected electricity peak demand period in Nova Scotia is between 5 p.m. and...

AI summary Peak demand savings are calculated based on the peak demand-to-energy ratio, with specific considerations for heat pump measures. The methodology used by Navigant in the 2016-2018 DSM Plan was applied, with adjustments made for heat pump measures starting in 2021, leading to higher average peak demand savings per participant.

18.2.3 Interactive Effects In a home, interactive effects occur when the implementation of energy efficiency measures has an impact on the energy consumption of other factors such as heating and cooling. The interactive effects of the spac...

AI summary Interactive effects in home energy efficiency refer to how implementing energy efficiency measures can influence other factors like heating and cooling. These effects were already considered in the savings calculations using the HOT2000 model, which accounts for total household energy consumption.

Table 64: Evaluated 2021 MHEEP Gross Energy and Peak Demand Savings Total Number of Participants 82 Energy Savings Gross Energy Savings Without Overestimation Ratio (OR) – at the Meter (GWh) 0.425 Gross Energy Savings with OR – at the Mete...

AI summary Table 64 evaluates the 2021 MHEEP program's energy and peak demand savings. It reports 82 participants, with gross energy savings of 0.289 GWh at the meter and 0.316 GWh at the generator. Peak demand savings were 0.129 MW at the meter and 0.147 MW at the generator, with a peak demand-to-energy ratio of 0.445 MW/GWh, differing from previous calculations due to new methodology for heat pumps.

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

AI summary The evaluated net savings from the Mi'kmaw Home Energy Efficiency Program (MHEEP) are reported as 0.316 GWh of energy and 0.147 MW of peak demand savings. These savings are calculated using a Nova Scotia-specific GHG emissions factor, resulting in the avoidance of 184 tonnes of CO2 eq annually.

A comparison of the energy and peak demand savings values established through this evaluation and those tracked by EOne is presented in [Table](#page-12-0) 66. The realization rate, representing the ratio of evaluated net savings to tracke...

AI summary The document compares energy and peak demand savings values from an evaluation with those tracked by EOne, noting a 100% realization rate for both. It references Nova Scotia Power's 2020 emissions and electricity generation data to calculate a Nova Scotia-specific factor.

Table 66: Comparison of 2021 MHEEP Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 0.316 GWh 1.00 0.316 GWh Evaluation Results 0.31...

AI summary Table 66 compares the 2021 MHEEP tracked and evaluated savings at the generator. The energy and peak demand savings determined by the Evaluator were identical to the initial savings tracked by EOne, with a 100% realization rate.

19 MHEEP KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 MHEEP evaluation were as follows: › Calculate gross and net MHEEP results, namely electrical first-year and lifetime energy savings, peak de...

AI summary The 2021 MHEEP evaluation found that net electrical energy and peak demand savings fell short of targets, achieving only 33% of the energy savings targets. However, average savings per participant increased, especially for peak demand, due to improved calculation methods. The evaluator confirmed that savings tracked by EOne were accurate and made no adjustments.

20.1 AMH Description AMH provides affordable housing owners and non-profit organizations, such as rehabilitation or transition houses, with incentives for building-wide energy retrofit projects with the intent of reducing electrical and no...

AI summary AMH provides incentives for energy retrofit projects in affordable housing and non-profit organizations, aiming for energy savings. Projects require audits unless specific measures are installed, and funding comes from electricity ratepayers and the Province of Nova Scotia. Due to the pandemic, in-home activities were suspended temporarily, affecting project completions.

On-Site Visits and Desk Reviews In the fall of 2021, Equilibrium performed on-site visits and simulation model reviews for three comprehensive projects and reviewed the documentation of four prescriptive projects. Affordable Multifamily Ho...

AI summary Equilibrium conducted on-site visits and desk reviews in 2021 for energy efficiency projects, including Affordable Multifamily Housing 134, to validate simulation models and savings tracking. The process involved reviewing documentation, collecting participant perspectives, and following a protocol outlined in Appendix XX.

Calculations Using Evaluation Results Building on all the above methods and collected data, the Evaluator calculated the first-year and lifetime energy and peak demand savings as per the calculation methodology presented in Section [23](#p...

AI summary The Evaluator calculated first-year and lifetime energy and peak demand savings using the methodology described in Section 23, based on collected data and various methods.

23.2 Gross Savings Gross savings correspond to the change in energy consumption resulting from custom electrical energy saving upgrades such as building envelope measures, space heating measures, and DHW measures implemented by AMH partici...

AI summary Gross savings from AMH projects are calculated based on energy consumption changes from upgrades like building envelope and heating measures. Two project types—comprehensive and prescriptive—are used, with comprehensive projects modeled using tools like HOT2000 and prescriptive projects using the CIRx Screening Tool. The review methodology and findings for 2021 projects are described, including interactive effects and EUL assessments.

23.2.1 On-site Visits and Desk Review Findings The Evaluator conducted a desk review for four prescriptive projects and on-site visits accompanied by simulation model reviews for three comprehensive projects. Reviewed projects were randoml...

AI summary The Evaluator conducted desk reviews and on-site visits for energy efficiency projects, verifying the accuracy of savings calculations. Adjustments were made to one project due to an incorrect heat pump capacity value in the simulation model, while no adjustments were needed for the others.

24 AMH KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 AMH evaluation were as follows: - › Collect information on AMH participant perspectives - › Calculate gross and net AMH results, namely electr...

AI summary The 2021 AMH evaluation found that net electrical energy and peak demand savings fell short of targets, with energy savings decreasing by 41% compared to 2020. Despite this, participation increased, driven by prescriptive projects. Adjustments to savings calculations were made, leading to discrepancies between Evaluator and EOne tracked savings. Participant satisfaction with AMH remained extremely high.

Table 74: Overall 2021 Existing Residential Participation and Evaluated Savings Participa Gross S Gross Savings Net Sa vings Value Unit Value Unit Value Value Unit HEA Energy Savings 3.618 GWh 0.96 3.481 GWh Lifetime Energy Savings 961 Par...

AI summary Table 74 presents the 2021 residential participation and evaluated savings across various energy efficiency programs, including HEA, Green Heat, EPI, MHEEP, and AMH. The table details energy savings, lifetime energy savings, and peak demand savings for each program, with overall totals provided.

Home Energy Assessment Appendix I HEA: Tracking Sheet Audit Appendix II HEA: Reporting Requirements Appendix III HEA: 2021 Recommendations

AI summary The document outlines appendices related to the Home Energy Assessment, including a tracking sheet audit, reporting requirements, and 2021 recommendations.

Efficient Product Installation Appendix X EPI: Participant Survey Questionnaire Appendix XI EPI: Participant Survey Results Appendix XII EPI: Tracking Sheet Audit Appendix XIII EPI: On-site Visit Sampling Methodology and Protocol Appendix...

AI summary The document provides appendices related to the Efficient Product Installation (EPI) program, including survey questionnaires, results, audit tracking sheets, sampling methodologies, algorithms for free-ridership and spillover calculations, and 2021 recommendations.

Table 1: Verification of 2021 HEA Data Field Completeness and Accuracy Data Fields Complete (Y/N/Partial) Consistent with Previous Evaluations If Incomplete or Inconsistent, Action Taken by the Evaluator Data for Each Project or Participan...

AI summary This table verifies the completeness and accuracy of 2021 HEA data fields. Most data fields are marked as complete, but Green Heat and EPI energy savings deductions are partially consistent with previous evaluations. The Evaluator adjusted savings for some participants based on past tracking sheets.

Table 2: Verification of 2021 HEA Data Field Consistency Data Field 1 Data Field 2 Consistent (Y/N) If Not, Action Taken by the Evaluator Calculated Line Loss Factor (Gross Energy Savings at the Generator / Gross Energy Savings at the Mete...

AI summary This table verifies the consistency of data fields in the 2021 HEA, identifying issues such as duplicate IDs, negative savings, and incorrect capping of savings. Adjustments were made to correct inconsistencies, particularly in space heating and demand savings.

Table 4: 2021 HEA Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value HEA Gross Energy Savings at the Generator 3.533 GWh 3.618 GWh 2.45% Gross Pe...

AI summary The document presents a table showing corrected tracked savings for the 2021 HEA, with differences explained by corrections made by the Evaluator. The corrections include adjustments to gross and net energy and peak demand savings at the generator level.

APPENDIX II HEA: REPORTING REQUIREMENTS HEA incentives originate from two sources of funding and are thus reported to two different parties via the 2021 DSM evaluation and 2021/22 Province of Nova Scotia (PNS) evaluation reports. The DSM e...

AI summary HEA incentives are funded from two sources and reported in two evaluations: the 2021 DSM evaluation and the 2021/22 Province of Nova Scotia evaluation. EOne developed equations to avoid double counting and accurately report savings, particularly for fuel switching from non-electrical to electrical heating systems.

Table 1: Reporting Requirements for Different Energy Saving Scenarios 1 Scenarios 1 2 3 4 Change in Overall Electrical Energy Consumption Increase Increase Decrease Decrease Change in Overall Non-electrical Energy Consumption Increase Decr...

AI summary Table 1 outlines reporting requirements for different energy saving scenarios, detailing changes in electrical and non-electrical energy consumption, the types of reports required (DSM, PNS, or both), and the equations used to calculate savings. The rationale explains how savings are allocated and avoids double counting.

APPENDIX III HEA: 2021 RECOMMENDATIONS This appendix summarizes all the recommendations made by the Evaluator as part of the 2021 HEA evaluation as well as all past evaluation recommendations that were not fully implemented or deferred. Se...

AI summary This appendix outlines the 2021 HEA evaluation recommendations, including updates to tracking sheets, improvements to data calculations, and strategies for contractor engagement. It also highlights deferred or partially implemented recommendations from previous years, such as revising spillover calculations and improving participant understanding of incentives.

INTRODUCTION Could I speak with ? - 1. Yes [CONTINUE] - 2. No [SAY "PERHAPS YOU CAN HELP ME ANYWAY." CONTINUE] Hello, my name is ____________________ from Narrative Research, a Halifax-based survey research company. We are performing an ev...

AI summary The introduction outlines a survey conducted by Narrative Research on behalf of Efficiency Nova Scotia to evaluate the Heating System Rebates program. Participants are contacted to provide feedback on their experience with the program, which offers rebates for installing solar systems or home heating equipment.

B. Awareness and Motivations for Participating - B1. How did you first become aware of the Green Heat program? [DO NOT READ. SINGLE RESPONSE] - 1. Radio ads - 2. Print ads (magazine or newspaper) - 3. In-store signage - 4. Retailer flyer -...

AI summary This section of the regulatory proceeding explores how respondents became aware of the Green Heat program and their motivations for participating. It includes options for how they learned about the program and the primary reasons for interest, such as energy savings, comfort, and environmental benefits.

[VOLUNTEERED] - 98. Don't know - 99. Refused C7. Efficiency Nova Scotia gave a rebate of $ for your new high-efficiency heat pump. If you had not received the rebate from Efficiency Nova Scotia, would you have paid the total cost of your h...

AI summary This section of the document asks respondents about their likelihood of paying for a high-efficiency heat pump without a rebate from Efficiency Nova Scotia, using a 0-10 scale. It is part of a survey or probe to understand the impact of incentives on consumer behavior.

[VOLUNTEERED] - 98. Don't know - 99. Refused - D3. Efficiency Nova Scotia gave a rebate of $ for your new . If you had not received the rebate from Efficiency Nova Scotia, would you have paid the entire cost of your ? Please answer on a sc...

AI summary The text presents a survey question regarding whether a respondent would have paid for energy-efficient equipment without a rebate from Efficiency Nova Scotia, using a 0-10 scale. It probes for a specific response and does not accept ranges.

Factor (READ AND RANDOMIZE) Responses a. The program rebate 98 Don't Know Response 99 Refused b. Information provided by Efficiency Nova Scotia 98 Don't Know Response 99 Refused c. Information on the benefits of high efficiency equipment p...

AI summary The text presents a table with factors related to a program rebate and responses from participants, including a high number of 'Don't Know' and 'Refused' responses. The table includes information provided by Efficiency Nova Scotia and details on the benefits of high efficiency equipment from retailers or contractors.

[VOLUNTEERED] - 98. Don't know - 99. Refused - E3. Efficiency Nova Scotia gave a rebate of $ for your new . If you had not received the rebate from Efficiency Nova Scotia, would you have paid the entire cost of your ? Please answer on a sc...

AI summary This section of the proceeding asks respondents about their likelihood of paying for energy-efficient equipment without a rebate from Efficiency Nova Scotia, using a 0-10 scale. It seeks specific responses rather than ranges.

Factor (READ AND RANDOMIZE) Responses a. The program rebate 98 Don't Know Response 99 Refused b. Information provided by Efficiency Nova Scotia 98 Don't Know Response 99 Refused F. Cross - Influence

AI summary The text discusses a factor related to a program rebate and information provided by Efficiency Nova Scotia, with responses categorized as 'Don't Know' and 'Refused'. It also references a section titled 'F. Cross-Influence'.

[READ AND ROTATE [(F1](#page-57-0) + [F2](#page-57-1) TO [F4)](#page-58-0) AND [(F5](#page-58-1) + [F6](#page-58-2) TO [F8)](#page-59-1) SEQUENCES] - F1. Before participating in the Green Heat program in 2021, had you at any time in the pa...

AI summary The text presents a question from the Green Heat program in 2021, asking participants if they had previously engaged with Efficiency Nova Scotia programs or services.

[VOLUNTEERED] - 98. Don't know - 99. Refused - F3. [IF [F1=](#page-57-0)1] Because of your previous participation in an Efficiency Nova Scotia program and what you learned by participating in this program, you asked a contractor or a distr...

AI summary This section presents a question to respondents regarding their previous participation in an Efficiency Nova Scotia program and whether they sought information on energy-efficient heating systems from a contractor or distributor.

B2. What was the SINGLE most important reason you were interested in participating in Green Heat?\ 2018 2019 2021 Most Important Reason for Participating Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Bioma...

AI summary The table presents survey data on the most important reasons for participating in the Green Heat program from 2018 to 2021. The primary motivation was saving on energy costs, with significant variations across years and heating technologies.

B3. Were there any other reasons? 2018 2019 2021 Other Important Reasons for Participating Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Sample Size 90 4...

AI summary The table presents data on reasons for participating in energy efficiency programs from 2018 to 2021, highlighting factors like saving on energy costs, improving home efficiency, and environmental concerns, with varying percentages across different years and categories.

B2/B3. What was the SINGLE most important reason you were interested in participating in Green Heat? Were there any other reasons? 2021 Important Reasons for Participating (All Mentions) Total MSHP Central Heat Pump Solar/ Biomass Sample S...

AI summary The survey asked participants about their reasons for joining the Green Heat program, with saving on energy costs being the most common reason. Other motivations included rebates, environmental concerns, and home comfort.

C6. Before you heard about the Green Heat Program, had you already made the decision to install a high-efficiency heat pump model? Previously Decided to Install High Efficiency Heat Pump 2018 2019 2021 Sample Size 26 30 53 Yes 81% 93% 79%...

AI summary The text discusses survey responses about decisions to install high-efficiency heat pumps before the Green Heat Program and the impact of rebates on willingness to pay. Most respondents had already decided to install high-efficiency heat pumps prior to the program, and the majority would have paid the full cost even without the rebate.

\ Wording change in 2019 and in 2021 \ Wording change in 2021 D3. Efficiency Nova Scotia gave a rebate of $ for your new [EQUIPMENT]. If you had not received the rebate from Efficiency Nova Scotia, would you have paid the entire cost of yo...

AI summary This section discusses a rebate program by Efficiency Nova Scotia for new equipment, asking respondents to rate their likelihood of paying the full cost without the rebate on a scale from 0 to 10.

\ Wording change in 2019 and in 2021 \ Wording change in 2021 E3. Efficiency Nova Scotia gave a rebate of $ for your new [EQUIPMENT]. If you had not received the rebate from Efficiency Nova Scotia, would you have paid the entire cost of yo...

AI summary Efficiency Nova Scotia provided a rebate for new equipment, and the survey asks respondents to indicate on a scale of 0 to 10 whether they would have paid the full cost without the rebate.

201 8 201 19 202 21 Would Have Paid Full Equipment Sample Size Mean Sample Size Mean Sample Size Mean Would have paid/financed full cost of solar water heating, wood stove, pellet stove or wood boiler/furnace 23 8.8 39 7.9 38 8.5 Don't kno...

AI summary The table presents data on the willingness of participants to pay or finance the full cost of various energy-efficient equipment, such as solar water heating and wood stoves, across different sample sizes and mean values. The data excludes responses of 'Don't know/Refused'.

Influence of Factors on Decision to 20 18 20 19 20 21 Solar or Biomass Equipment Installed Sample Size Mean Sample Size Mean Sample Size Mean The program rebate 23 4.4 40 5.9 38 5.3 Information provided by ENS 23 3.7 40 4.9 38 5.2 Don't kn...

AI summary The table presents data on the influence of factors on the decision to install solar or biomass equipment, including program rebate and information provided by ENS, with sample sizes and mean values for different years.

F1. Before participating in the Green Heat program in 2021, had you at any time in the past participated in any Efficiency Nova Scotia program or service?\ \ 2018 2019 2021 Previous Participation in Another ENS Program Component Total MSHP...

AI summary The document asks whether participants in the Green Heat program in 2021 had previously participated in Efficiency Nova Scotia programs. It includes a table showing participation rates across different years and program components, such as MSHP and central heat pumps.

F2. Your previous participation in an Efficiency Nova Scotia program was a major factor in your decision to install [EQUIPMENT] in your home. 2018 2019 2021 Previous Participation in Another ENS Program Component was Factor in Decision to...

AI summary The text discusses how previous participation in an Efficiency Nova Scotia (ENS) program influenced a customer's decision to install equipment in their home. A table provides data on participation rates across different years and equipment types, such as Mini-Split Heat Pumps (MSHP) and Central Heat Pumps.

\ Base: Excludes respondents who would have kept their existing heating system or purchased a different heating system if the program rebate had not been offered. F3. Because of your previous participation in an Efficiency Nova Scotia prog...

AI summary The text discusses the exclusion of respondents who would have retained their existing heating systems or opted for different systems without the program rebate. It also references participation in an Efficiency Nova Scotia program and subsequent inquiries about energy-efficient heating systems.

Previous Participation in Another 2018 2019 2021 ENS Program Component Influenced Decision to Ask About Energy Efficient Heating Systems Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Cen...

AI summary The table shows survey results from participants in ENS programs, focusing on their previous participation in other program components and their opinions on energy-efficient heating systems. The data includes sample sizes, percentages of agreement and disagreement, and breakdowns by program type.

\ Base: Excludes respondents who would have kept their existing heating system or purchased a different heating system if the program rebate had not been offered. F4. Because of your previous participation in another Efficiency Nova Scotia...

AI summary The text discusses a program by Efficiency Nova Scotia, highlighting how participants considered energy bill savings when evaluating heating systems, excluding those who would not have changed their heating system regardless of the rebate.

2018 2019 2021 Influenced Decision to Account for Energy Bill Savings When Evaluating Heating Systems Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Sampl...

AI summary The table presents survey results from 2018 to 2021 regarding customer opinions on energy bill savings when evaluating heating systems, including MSHP, central heat pumps, and solar/biomass. The majority of respondents agreed, with slight variations across years and heating system types.

\ Base: Excludes respondents who would have kept their existing heating system or purchased a different heating system if the program rebate had not been offered. F5. Before participating in the Green Heat program in 2021, had you at any t...

AI summary The text asks respondents about their prior exposure to Efficiency Nova Scotia's energy efficiency information before participating in the Green Heat program in 2021, excluding those who would not have participated without the rebate.

Previously Saw Energy Efficiency 2018 2019 2021 Promotional Materials Distributed by ENS Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Sample Size 89 44...

AI summary The table shows the distribution of promotional materials for energy efficiency programs in Nova Scotia from 2018 to 2021, focusing on responses from participants regarding the materials distributed by Efficiency Nova Scotia (ENS). It includes data on sample sizes and percentages of responses indicating whether participants saw the materials.

F6. The promotion of energy efficiency carried out by Efficiency Nova Scotia was a major factor in your decision to install [equipment] in your home.\ 2018 2019 2021 Promotional Materials Distributed by ENS Were a Major Factor In Decision...

AI summary The text discusses the impact of Efficiency Nova Scotia's energy efficiency promotion on customer decisions to install equipment in their homes, with data showing varying levels of agreement across different years and equipment types.

F7. The promotion of energy efficiency carried out by Efficiency Nova Scotia prompted you to ask a contractor or a distributor about energy efficient heating systems for your home.\ Promotion of Energy Efficiency 2018 2019 2021 Carried Out...

AI summary The promotion of energy efficiency by Efficiency Nova Scotia (ENS) prompted homeowners to inquire about energy-efficient heating systems, such as mini-split heat pumps and central heat pumps. The data shows a majority of respondents agreed with the promotion, with varying levels of agreement across different heating system types and years.

\ Change in wording in 2019 \ \ Base: Excludes respondents who would have kept their existing heating system or purchased a different heating system if the program rebate had not been offered. \ Change in wording in 2019 \ \ Base: Excludes...

AI summary Efficiency Nova Scotia's promotion of energy efficiency influenced respondents to consider energy bill savings when evaluating heating systems for their homes. The text notes a change in wording in 2019 and excludes respondents who would have kept their existing systems or chosen a different one without the program rebate.

Promotion of Energy Efficiency 2018 2019 Carried out by ENS Prompted Asking About Efficient Heating Systems for Home Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Total MSHP 2021 Central Heat Pump...

AI summary The document presents survey data on customer perceptions of efficient heating systems, including Mini-Split Heat Pumps (MSHP) and Central Heat Pumps, collected in 2018 and 2019. The survey was prompted by Efficiency Nova Scotia (ENS) and shows that a majority of respondents agreed with the promotion of these systems.

G1. Using a scale from 1 to 10 where 1 is "not at all satisfied" and 10 is "completely satisfied" how would you rate your satisfaction with the program overall?\ Satisfaction 2018 2019 2021 With Green Heat Overall Total MSHP Central Heat P...

AI summary The table presents survey results on overall satisfaction with the Green Heat program from 2018 to 2021, showing high satisfaction levels across different technologies like MSHP, central heat pumps, and biomass.

G2. What was the most important reason you were not more satisfied with the program overall? 2018 2019 2021 Most Important Reason Not More Satisfied With Green Heat Overall Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Hea...

AI summary The table presents survey data on the most important reasons respondents were not more satisfied with the Green Heat program across different years. Key issues include rebate amounts being too small, program complexity, and communication problems.

G3. On a scale of 1 to 10, where 1 is 'not at all satisfied' and 10 is 'completely satisfied', how satisfied were you with each of the following aspects of the Green Heat program?\ 2018 2019 2021 Satisfaction With Green Heat Total MSHP Cen...

AI summary The Green Heat program's satisfaction levels are evaluated across various aspects, including equipment installation, rebate eligibility, application processes, clarity of requirements, rebate processing time, and rebate amounts. Satisfaction scores range from 6.6 to 9.7, with higher scores for equipment installation and lower scores for rebate amounts.

J5. What is the highest level of education you have completed? 2018 2019 2021 Education Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Sample Size 90 45 2...

AI summary The text presents data on education levels and income categories for participants in energy-related programs in Nova Scotia, including statistics on MSHP, Central Heat Pump, and Solar/Biomass participants across different years.

J7. Gender: : 2018 2019 2 2021 Gender Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Total MSHP Central Heat Pump Solar/ Biomass Sample Size 90 45 22 23 120 50 30 40 140 97 5 (#) 38 Male 62% 58% 73%...

AI summary The table presents gender distribution data across different heating technologies in various years, showing the percentage of males and females in the sample size for each category, including MSHP, Central Heat Pump, and Solar/Biomass.

[ASK A1 – A4 IF NEW CONTACT (I.E. DIDN'T SPEAK TO THEM IN 2019] First, I would like to get a little background information about you. - A1. [IF DISTRIBUTOR/MANUFACTURER] My understanding is that your company is a [DISTRIBUTOR/MANUFACTURER]...

AI summary This section of the document asks a respondent about their role in the heating and cooling equipment industry, specifically whether they are a distributor, manufacturer, or professional association, and how long they have been involved with MSHPs (Mini-Split Heat Pumps).

B. Efficiency and Price of MSHPs First, I want to discuss with you the characteristics of the MSHPs that you sell. Efficiency Nova Scotia's Green Heat program provides incentives to high-performance cold climate MSHPs; that is MSHPs that h...

AI summary The document discusses the efficiency and pricing of Mini-Split Heat Pumps (MSHPs), focusing on the criteria for high-performing cold climate MSHPs under Efficiency Nova Scotia's Green Heat program. It also asks about the availability and pricing trends of these MSHPs since 2019.

RECORD ($): [PROBE: Please think of your most popular standard model. What is this model and what is its current selling price? ] - B7. To confirm, the average price differential between a standard efficiency MSHP and a highperforming cold...

AI summary The discussion centers on the price differential between standard efficiency and high-performing cold climate mini-split heat pumps (MSHP). The 2019 estimate was a differential of $590, but current estimates suggest a different figure, prompting an inquiry into whether prices have evolved or if the earlier estimate was inaccurate.

RECORD (%): - C5. In your interactions with contractors, do you have a sense of the number of high-performance MSHPs you sell that are incented by Efficiency Nova Scotia ? [IF NO GO TO SECTION D] - C6. [IF C5 = YES] Our data shows that hal...

AI summary The questions focus on the number of high-performance MSHPs sold through Efficiency Nova Scotia's programs, the accuracy of the estimate that 50% of total MSHP sales in Nova Scotia go through these programs, and the reasons for the relatively low uptake of high-performing MSHPs.

APPENDIX VII GREEN HEAT: TRACKING SHEET AUDIT This appendix presents the results of the tracking sheet audit performed by the Evaluator, which was aimed at: - › Verifying that all data fields required for the evaluation were included and f...

AI summary This appendix outlines the results of a tracking sheet audit conducted to verify the completeness and accuracy of data submitted by EOne for the Green Heat program. The audit ensured consistency in calculation methods and highlighted changes in the tracking sheet format due to the implementation of a new Integrated Customer Information System in 2021.

Table 1: Verification of 2021 Green Heat Data Field Completeness and Accuracy Data Fields Complete (Y/N/Partial) Consistent with Previous Evaluation If Incomplete or Inconsistent, Action Taken by the Evaluator Unitary Savings (Y/N/Partial)...

AI summary This table verifies the completeness and accuracy of the 2021 Green Heat data fields. It indicates that unitary savings data was partially complete and outlines corrections made by the evaluator, including adjustments for pellet and wood stove projects and ETS measures.

Equations and Compilation Once the correct values were established (as per [Table](#page-98-1) ), the Evaluator validated that the equations in the tracking sheet correctly calculated each of the main program component results, the results...

AI summary The Evaluator confirmed that the equations in the tracking sheet accurately calculated the main program component results after the correct values were established, as detailed in the referenced tables.

Table 3: Verification of 2021 Green Heat Savings Compilation Program Component Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator Y N/A Gross Peak Demand Savings at the Generator Y N/A...

AI summary Table 3 verifies the 2021 Green Heat Savings Compilation, confirming that all program component results have valid equations with no corrective actions needed by the evaluator.

Table 4: 2021 Green Heat Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value Green Heat Gross Energy Savings at the Generator 11.095 GWh 11.218 GW...

AI summary Table 4 presents corrected tracked savings for the 2021 Green Heat program, showing minor differences between tracked and corrected values, primarily due to adjustments in heating capacity and COP at -15°C for mini-split heat pumps.

A. Verification - A1. I am going to read you a list of energy-efficient products that, according to our records, were installed in your home by the Efficient Product Installation Service. For each one, can you please confirm that this prod...

AI summary This section of the document outlines a verification process where the respondent is asked to confirm the installation of energy-efficient products in their home through the Efficient Product Installation Service. The respondent is given options to confirm, deny, or indicate they do not know.

FR - LED BULBS [ASK IF YES IN [A1A](#page-110-0)] The next questions will be about the LED bulbs that were installed through the service, excluding night lights. - E1. Had you already decided to purchase and install the LED bulbs that were...

AI summary This section of the regulatory proceeding document asks whether the respondent had already decided to purchase and install LED bulbs before learning about the Efficient Product Installation Service, excluding night lights.

[VOLUNTEERED] - 98. Don't know - 99. Refused - E3. If Efficiency Nova Scotia had not installed these LED bulbs at no charge as part of the Efficient Product Installation Service, how likely would you have been to purchase and pay for those...

AI summary The question asks respondents to rate how likely they would have been to purchase LED bulbs at a cost of about $4 per bulb if Efficiency Nova Scotia had not installed them for free through the Efficient Product Installation Service, using a scale from 0 to 10.

[DO NOT ACCEPT A RANGE – ASK [E4,](#page-116-0) [E5,](#page-117-0) [E6](#page-117-1) SEQUENCE IN ORDER/DO NOT RANDOMIZE; REPEAT SCALE IF NECESSARY] E4. If there was no Efficient Product Installation Service, how likely would you have been...

AI summary This question asks respondents to consider how likely they would have been to purchase and install LED bulbs themselves if the Efficient Product Installation Service did not exist, using a 0-10 scale.

[ASK [C8](#page-52-1) ONCE, NOT FOR EACH PRODUCT [(A1A](#page-110-0) OR [A1E](#page-110-0))] E13. I would like you to rate the influence of the following two factors in your decision to have the energy-efficient products installed in your...

AI summary The text asks respondents to rate the influence of specific factors on their decision to install energy-efficient products in their homes, using a scale from 0 to 10.

Factor (READ AND RANDOMIZE) Responses a. The installation of energy efficient products, at no charge, offered by the service 98 Don't Know99 Refused Response 97 Not applicable b. Information or advice provided by the service staff 98 Don't...

AI summary The document presents a table with two factors related to customer responses regarding energy efficiency programs. Factor a refers to the installation of energy-efficient products at no charge, and Factor b refers to information or advice provided by service staff. The responses include categories such as 'Don't Know,' 'Refused,' 'Response,' and 'Not applicable.'

READ AND ROTATE [(F1](#page-120-0) + [F2](#page-120-1)[-F4)](#page-121-0) AND [(F5](#page-121-1) + [F6](#page-121-2)[-F8)](#page-122-1) SEQUENCES - F1. Before participating in the Efficient Product Installation Service in [MONTH/YEAR] , ha...

AI summary This section of the regulatory proceeding asks participants whether they had previously participated in any Efficiency Nova Scotia program or service before joining the Efficient Product Installation Service in a specified month and year.

[VOLUNTEERED] - 98. Don't know - 99. Refused For the following three statements, please indicate whether you agree or disagree. - F2. [IF [F1=](#page-120-0)1] Your previous participation in an Efficiency Nova Scotia program or Service was...

AI summary The text presents a voluntary response question asking participants if their previous involvement in an Efficiency Nova Scotia program significantly influenced their decision to install energy-efficient products in their homes. The options include agreeing, disagreeing, or not knowing.

G. Spillover - G1. [ASK ALL] Since participating in the Efficient Product Installation Service, have you installed any additional efficient products in your home? - 1. Yes - 2. No [GO TO [0]](#page-163-0)

AI summary This section asks participants if they have installed additional efficient products in their home since joining the Efficient Product Installation Service, with options to indicate a 'Yes' or 'No' response.

G6. What appliances have you retired since participating in the Efficient Product Installation [IF 0=1] Service? [DO NOT READ, ALLOW MULTIPLE KEEPING CODE 97 AND 98 EXCLUSIVE] Probe: Any others? - 1. Refrigerators

AI summary The text includes a question about appliances retired since participating in the Efficient Product Installation Service, with a response indicating that refrigerators have been retired.

G7. [ASK FOR EACH RESPONSE 1-4 AND 96 IN [G5]](#page-125-0) How many [INSERT RESPONSE IN [G5]](#page-125-0) have you retired? - a. Refrigerators - b. Freezers - c. Room air conditioning units - d. Dehumidifiers - e. Other [SPECIFY_____]

AI summary The text asks respondents to indicate how many of specific appliances they have retired, including refrigerators, freezers, room air conditioning units, dehumidifiers, or other specified appliances.

G8. [IF ANY OF [G7A](#page-126-0) TO D > 0; SHOW ONLY PRODUCTS FROM [G7](#page-126-0) IF > 0 ] Did you receive a rebate or assistance from a program for the [INSERT APPLIANCE FROM G7 > 0] you retired? [REPEAT FOR EACH PRODUCT TO [G7](#page...

AI summary This section asks respondents if they received a rebate or assistance from a program for retiring specific appliances, including refrigerators, freezers, room air conditioning units, and dehumidifiers. The question is repeated for each product if applicable.

[VOLUNTEERED] - 98. Don't know - 99. Refused G9. [ASK IFANY OF [G3A](#page-124-0)-T AND/OR ANY OF [G7A](#page-126-0)-D > 0] How influential was your experience with the Efficient Product Installation Service in your decision to install the...

AI summary The text asks respondents to rate how influential their experience with the Efficient Product Installation Service was in their decision to install additional energy-efficient products or retire appliances, using a scale from 0 to 10. It also provides options for refusal or not knowing.

APPENDIX XI EPI: PARTICIPANT SURVEY RESULTS The participant survey results are presented in the following tables.

AI summary This section introduces the participant survey results, which are detailed in the following tables. It provides insights into the effectiveness of Efficiency Nova Scotia programs based on participant feedback.

- B3. Were there any other reasons? 2018 2021 Reasons for Participating Most Important Motivation Other Important Motivations Most Important Motivation Other Important Motivations Sample Size 100 100 100 100 To save on energy/energy costs...

AI summary The table shows the reasons for participating in energy efficiency programs in 2018 and 2021, with saving on energy costs being the most significant motivation. Other factors include environmental protection, receiving free services, and improving home comfort. A notable portion of respondents indicated no other reasons for participation.

B4. Were you present when these energy efficient products were installed? \ Was Present During Installation 2018 2021 Sample Size 100 100 Yes 92% 91% No 8% 8% Refused - 1% Wording change in 2021

AI summary The text presents a survey result regarding customer presence during the installation of energy-efficient products in 2018 and 2021. In both years, approximately 92% of respondents were present during installation, with a slight decrease to 91% in 2021. A small percentage of respondents (8% in 2018 and 2021) were not present, and 1% in 2021 refused to answer.

B5. Did you receive information about these energy efficient products during the visit from the installer? \ Received Information from Installer 2018 2021 Sample Size 92 91 Yes, received some information 62% 84% No, did not receive any inf...

AI summary The data shows that in 2018, 62% of respondents received some information about energy-efficient products from installers, increasing to 84% in 2021. Satisfaction with the Efficient Product Installation Service was high in 2018 (mean 9.3) but slightly lower in 2021 (mean 8.7).

C2. What was the most important reason you were not more satisfied with the service overall? Key Reasons Not More Satisfied with EPI Overall 2018 (#) 2021 (#) Sample Size 5 19 I expected more 3 13 I did not receive any information - 2 Unsu...

AI summary The text presents survey results on customer satisfaction with the Efficient Product Installation (EPI) program. In 2018 and 2021, respondents provided reasons for not being more satisfied, such as expectations not being met, lack of information, and dissatisfaction with installers or products. Conversely, satisfaction reasons included positive experiences with installers, informative services, and perceived energy savings.

E1. Had you already decided to purchase and install the LED bulbs that were installed through the Efficient Product Installation Service before learning about this Service? Already Decided to Purchase and Install LED Bulbs Installed Throug...

AI summary The text presents survey results regarding whether respondents had already decided to purchase and install LED bulbs through the Efficient Product Installation Service before learning about it. Approximately 64% of respondents had already made this decision prior to learning about the service.

If ENS Had Not Installed LED Bulbs at No Charge as Part of EPI, Likelihood of Purchasing LED Bulbs at $4 per Bulb 2021 Sample Size 91 Mean 7.0 Base: Respondents who had LED bulbs installed through EPI Don't know and Refused excluded from c...

AI summary The text presents survey data on customer behavior regarding LED bulb installation if the Efficient Product Installation (EPI) service was not available. Respondents indicate a moderate likelihood of purchasing and installing LED bulbs themselves or delaying replacement, suggesting the EPI service influenced their decisions.

E10. If there was no Efficient Product Installation Service, how likely would you have been to take the initiative to purchase low flow showerheads at a store and install them yourself, or have them installed by someone else, in your home?

AI summary This question asks respondents to consider how likely they would have been to purchase and install low flow showerheads without the Efficient Product Installation Service.

If No EPI, Likelihood of Taking Initiative to Purchase and Install Low-flow Showerheads in Home 2021 Sample Size 39 Mean 3.3 Base: Respondents who had low flow showerheads installed through EPI Don't know and Refused excluded from calculat...

AI summary The text presents survey data on the likelihood of respondents purchasing and installing low-flow showerheads without the Efficient Product Installation (EPI) service. It includes sample sizes, mean responses, and context about participants who had showerheads installed through EPI.

Don't know and Refused excluded from calculations If No EPI, Likelihood of Purchasing and Installing the Same Quantity of Low-flow Showerheads Installed Through EPI 2021 Sample Size 11 Mean 3.3 Base: Respondents who had >1 low flow showerh...

AI summary The text presents survey results evaluating the influence of Efficiency Nova Scotia's EPI program on the installation of energy-efficient products, such as low-flow showerheads and LED bulbs. Respondents rated the influence of factors like free installation and advice from service staff, with high mean scores indicating strong influence.

F1. Before participating in the Efficient Product Installation Service in [MONTH/YEAR], had you at any time in the past participated in any Efficiency Nova Scotia program or Service? Prior Participation in ENS Program or Service 2021 Sampl...

AI summary The text discusses survey results from participants in the Efficient Product Installation Service, focusing on prior participation in Efficiency Nova Scotia programs and their influence on decisions to install energy-efficient products. Most respondents had not previously participated in ENS programs, but those who had found them a major factor in their decision to install energy-efficient products.

F4. Because of your previous participation in another Efficiency Nova Scotia program or Service and what you learned by participating in this program, you took into account the savings on your energy bill when evaluating different energy e...

AI summary The text discusses how a participant's previous involvement in an Efficiency Nova Scotia program influenced their consideration of energy savings when evaluating energy-efficient products for their home.

Took into Account the Savings on Energy Bill When Evaluating Different Energy Efficient Products Because of Previous ENS Program or Service Participation 2021 Sample Size 34 Agree 82% Disagree 18% Base: Respondents who had LED bulbs and/or...

AI summary The document presents survey results indicating that 82% of respondents who had energy-efficient products installed through EPI and had previously participated in ENS programs agreed that they took into account energy bill savings when evaluating products. Additionally, 78% of respondents had seen ENS advertisements or information about energy efficiency prior to participating in EPI, and 79% believed that ENS's promotion of energy efficiency was a major factor in their decision to install energy-efficient products.

F7. The promotion of energy efficiency carried out by Efficiency Nova Scotia prompted you to ask for the installation of energy efficient products at no cost in your home. Promotion of Energy Efficiency Carried Out by ENS Prompted to Ask f...

AI summary The promotion of energy efficiency by Efficiency Nova Scotia (ENS) significantly influenced respondents to request the installation of energy-efficient products at no cost and consider energy bill savings when evaluating such products. A majority of participants also installed additional efficient products after participating in the Efficient Product Installation Service.

G2. What energy efficient products have you installed in your home since participating in the Efficient Product Installation Service? Any others? Energy Efficient Products Installed in Home Since Participating in EPI 2021 Sample Size 32 LE...

AI summary The text asks respondents about energy-efficient products installed in their homes since participating in the Efficient Product Installation Service. The table shows a sample size of 32, with LED bulbs being the most commonly installed product at 28%, followed by heat pumps at 19%.

G3. How many did you purchase and install? Number of Energy Efficient Products Installed 2021 Since Participating in EPI Sample Size Mean LED bulbs 9 8.9 Door weather stripping kits 4 1.8 Air source heat pump hot water heaters 2 2.0 LED fi...

AI summary The document provides data on the number of energy-efficient products installed by participants in the Efficient Product Installation Service (EPI) in 2021, including LED bulbs, door weather stripping kits, and air source heat pump hot water heaters. It also includes information on rebate receipt and appliance retirement.

G9. How influential was your experience with the Efficient Product Installation Service in your decision to install these additional energy efficient products or retire these appliances in your home? Use a scale of 0 to 10, where 0 means t...

AI summary The question asks about the influence of the Efficient Product Installation Service on a customer's decision to install additional energy-efficient products or retire appliances, using a scale from 0 to 10.

Influence of EPI Experience on Decision to Install Additional Energy Efficient Products or Retire Appliances in Home 2021 Sample Size 29 Mean 6.6 Base: Respondents who installed additional energy efficient products or retired appliances in...

AI summary The document discusses a survey of 29 respondents regarding their experiences with the Efficient Product Installation Service (EPI) and their decision to install additional energy-efficient products or retire appliances. The majority of participants (66%) had no recommendations for improving EPI, while others suggested offering more products, better information, and improved communication.

Table 3: Verification of 2021 EPI Savings Compilation Service Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator Partial Multiple rows had nil or empty gross energy and/or peak demand s...

AI summary Table 3 verifies the 2021 EPI savings compilation, highlighting inconsistencies in the calculation of gross energy and peak demand savings at the generator. Issues included missing values, incorrect COP application, and discrepancies between EOne's calculations and the 2020 DSM MA document. The Evaluator recalculated savings using corrected data and line loss factors.

Corrected Tracked Savings Table 4 presents the corrected tracked savings resulting from all changes made by the Evaluator. More details are described in this appendix.

AI summary Table 4 presents the corrected tracked savings resulting from all changes made by the Evaluator, with more details described in the appendix.

On-site Visit Protocol The on-site visits were conducted to verify the number of products installed and recorded in the tracking sheet as well as verify house characteristics needed for impact calculations. The on-site visit protocol was d...

AI summary The on-site visit protocol was developed to verify product installations and house characteristics for impact calculations, with a focus on establishing installation rates and determining reasons for product removal.

1 General Information Date of Visit: Tracking Number: Delivery Agent ID: Address: Contact Name: Telephone: Type of Dwelling: Owner or Tenant: From Tracking Sheet Confirmed On-site Main Heat Type: Secondary Heat Type AC Used in Home Yes  N...

AI summary The document contains a table for collecting general information and product installation details during a home visit, including fields for contact information, dwelling type, heating systems, and AC usage. It is part of a process for assessing energy efficiency measures.

= ECONOLER Switch and Plug Insulator Notes: Domestic Hot Water (DHW) Related Products Total number of faucets in the house: Total number of showerheads in the house: Product Quantity in Tracking Sheet Quantity On Site Explanation, If Diffe...

AI summary The document contains a table with information related to energy efficiency measures, including hot water tank wraps, pipe insulation, faucet aerators, low-flow showerheads, thermostatic shower valves, air sealing kits, door sweeps, and window air sealing. It includes fields for quantities in a tracking sheet, quantities on site, explanations, and installation details.

Table 1: Free-ridership Algorithm for LED lamps E1. Had you already decided to purchase and install LED bulbs before learning about the Efficient Product Installation Service? IF Yes: Use E2 IF No OR DK OR REF: E1 = 0% E2. Just to confirm:...

AI summary This table outlines an algorithm used to assess free-ridership in the context of LED bulb installations through the Efficient Product Installation Service (EPI). It evaluates whether participants would have installed LED bulbs independently of the program and assigns scores based on their likelihood of doing so.

APPENDIX XV EPI: ALGORITHM FOR PARTICIPANT SPILLOVER CALCULATION Participant spillover was measured using a participant survey. Participants were asked, pursuant to participating in EPI, whether they implemented any additional energy effic...

AI summary This appendix outlines the algorithm used to calculate participant spillover in the EPI program. It involves surveying participants to determine if they implemented additional energy efficiency measures outside of rebates, and quantifying the influence of the program on these decisions. The spillover level is calculated by dividing additional savings attributable to the program by total program savings.

Table 3: Participant Spillover Algorithm G1. Since participating in the Efficient Product Installation Service, have you installed any additional efficient products in your home? IF Yes: CONTINUE IF No OR DK OR REF : GO TO G5 G2. What ener...

AI summary Table 3 outlines the Participant Spillover Algorithm used to assess the impact of the Efficient Product Installation Service (EPI) on energy-efficient product installations and appliance retirements. It includes steps to calculate energy savings, rebate impacts, and attribution levels based on participant responses.

Table 3: Verification of 2021 MHEEP Savings Compilation Program Component Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator Y Gross Peak Demand Savings at the Generator Y Net Energy Sa...

AI summary Table 3 verifies the 2021 MHEEP savings compilation, confirming that all program component results have valid equations with no corrective actions required by the evaluator.

Table 4: 2021 MHEEP Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value MHEEP Gross Energy Savings at the Generator 0.316 GWh 0.316 GWh 0.00% Gros...

AI summary Table 4 presents the 2021 MHEEP Corrected Tracked Savings, showing no changes in gross and net energy and peak demand savings at the generator level, with a 0.00% relative difference between tracked and corrected values.

Table 4: 2021 AMH Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value AMH Gross Energy Savings at the Generator 0.494 GWh 0.522 GWh 6% Gross Peak...

AI summary Table 4 presents corrected tracked savings for the 2021 AMH program, showing a 6% increase in both gross and net energy and peak demand savings at the generator level. The correction was made due to the omission of savings calculations for one participant.

Table 1: Site Visit and Desk Review Protocol 1. General Information On-site Visit Date: Company Name: Project ID: Facility Contact Name: Facility Name: Contact Title: Address: Contact Phone: Email: List of people participating in the On-si...

AI summary This document outlines a protocol for conducting site visits and desk reviews, focusing on collecting building and energy efficiency information, verifying energy savings calculations, and ensuring consistency across documentation files.

APPENDIX XXI AMH: 2021 RECOMMENDATIONS This appendix summarizes all the recommendations made by the Evaluator as part of the 2021 AMH evaluation. Sections Recommendations 1. The Evaluator recommends that EOne ensure that the right building...

AI summary The appendix outlines recommendations from the Evaluator in the 2021 AMH evaluation. It includes ensuring accurate building usage modeling, revising demand savings calculations using the CIRx Screening tool, and establishing a heat pump full-load hour value specific to AMH, as the current value is based on single-family homes and not multi-unit residential buildings.

EXECUTIVE SUMMARY This report presents the 2021 demand-side management (DSM) results of the New Residential program administered by EfficiencyOne (EOne). This program is comprised of one component, New Home Construction (NHC). NHC encourag...

AI summary This report presents the 2021 demand-side management (DSM) results of the New Residential program administered by EfficiencyOne (EOne). The program, which includes the New Home Construction (NHC) component, encourages homeowners and builders to exceed energy efficiency building code requirements in new homes through recommendations and financial incentives.

Evaluation Approach The evaluation was aimed at calculating program component gross and net results, namely electrical first-year and lifetime energy savings, peak demand savings, as well as avoided greenhouse gas (GHG) emissions. The eval...

AI summary The evaluation approach focuses on calculating program component gross and net results, including energy savings and avoided greenhouse gas emissions, as well as assessing market-related questions. Table 1 outlines the types of evaluations and their corresponding methodologies.

Table 1: Summary of 2021 New Residential Program Evaluation Program Evaluation Type Component Impact Process Market Methodology NHC Condensed - - › Tracking sheet audit › Use of the net-to-gross ratio (NTGR) results from 2020 › Calculation...

AI summary This section presents a summary of the 2021 New Residential Program Evaluation, focusing on the New Home Construction (NHC) component. It outlines the evaluation methodology, including tracking sheet audits, the use of net-to-gross ratio (NTGR) results from 2020, and calculations related to GHG emission reductions.

Table 3: Comparison of 2021 NHC Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 6.245 GWh 0.88 5.496 GWh Evaluation Res...

AI summary Table 3 compares the tracked and evaluated energy and peak demand savings from 2021 New Home Construction (NHC) programs. Tracked savings by EOne and evaluation results are presented, along with metrics such as net-to-gross ratio (NTGR), net savings, and realization rate.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne), an independent non-profit, manages energy efficiency programs in Nova Scotia, funded by NS Power ratepayers. EOne's 2021 DSM portfolio includes the New Residential program, which focuses on New Home Construction (NHC). Econoler evaluated this program using impact evaluation parameters such as unitary savings values and net-to-gross ratios.

Table 4: Types of Evaluations Conducted for Each Program Component, 2021 2021 Program Program Component Process Market Impact New Residential New Home Construction - - Condensed Key findings, electrical first-year and lifetime energy savin...

AI summary Table 4 outlines the types of evaluations conducted for each program component in 2021, focusing on New Home Construction under the New Residential program. Key findings include electrical first-year and lifetime energy savings, peak demand savings, and avoided greenhouse gas emissions.

1.1 NHC Description NHC is meant to encourage homeowners and builders to exceed energy efficiency building code requirements in new homes, thereby increasing the number of energy efficient dwellings in Nova Scotia. Since October 2015, NHC...

AI summary The New Home Construction (NHC) program encourages energy efficiency in new homes by offering rebates based on energy performance. Since 2015, it has been funded through DSM funds and limited to electrically heated homes. The program has evolved over time, including changes to the EnerGuide rating system and incentive tiers, with adjustments made in 2017 and 2018. The incentive structure was further revised in 2019 to remove home size requirements and categorize incentives by home type.

1.3 Participation History The evolution of NHC participation levels as well as that of gross energy and peak demand savings from 2012 to 2021 is presented in [Figure](#page-193-0) 5 and [Figure](#page-193-1) 6 below respectively. A total o...

AI summary The participation history of the New Home Construction (NHC) program from 2012 to 2021 shows a decrease in participation in 2021, attributed to the impact of the COVID-19 pandemic and project delays. Despite this, 853 homes were completed in 2021, with significant energy and peak demand savings achieved.

Tracking Sheet Audit Prior to performing the savings calculation review, the Evaluator performed an audit of the final 2021 tracking sheet to ensure it was complete and the entered data were consistent. The detailed protocol used for the t...

AI summary The Evaluator conducted an audit of the final 2021 tracking sheet to ensure its completeness and data consistency prior to performing the savings calculation review. The audit protocol and results are detailed in Appendix I.

Calculations Using Evaluation Results The Evaluator calculated first-year and lifetime energy and peak demand savings as per the calculation methodology presented in Section [3](#page-195-0) below.

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

3 NHC IMPACT EVALUATION The objectives of the 2021 NHC impact evaluation were to determine NHC gross and net electrical energy and peak demand savings.

AI summary The 2021 NHC impact evaluation aimed to assess the gross and net electrical energy and peak demand savings resulting from New Home Construction initiatives.

3.2 Gross Savings Gross savings correspond to the change in energy consumption resulting from the energy efficiency performance achieved in new homes under NHC. The Evaluator reviewed the gross energy savings calculations, peak demand-to-e...

AI summary This section discusses gross savings, which represent changes in energy consumption due to energy efficiency performance in new homes under NHC. The Evaluator reviewed calculations, peak demand-to-energy ratios, and effective useful life values, with methodologies detailed in subsequent subsections.

3.3.2 Spillover (Market Effects) Spillover occurs when participants decide to implement energy efficiency measures in new construction projects without participating in the program component. For NHC, this is measured in the form of market...

AI summary The document discusses the calculation of spillover levels in the context of energy efficiency programs, specifically for non-participating houses in Nova Scotia. It uses data from builder surveys, housing market information, and tracking sheets to measure market effects and determine the influence of the New Home Construction (NHC) program on residential new home construction.

4 NHC KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 NHC evaluation were as follows: › Calculate NHC gross and net results, namely electrical first-year and lifetime energy savings, peak demand sa...

AI summary The 2021 NHC evaluation found that net electrical energy savings exceeded targets, but net peak demand savings fell short. Participation levels decreased by 6% compared to 2020, likely due to the impact of the COVID-19 pandemic. Evaluated gross savings matched EOne's tracking, but net savings were 3% higher due to an increase in the NTGR value.

CONCLUSION [Table](#page-4-0) 17 summarizes the participation level, as well as the gross and net savings for the New Residential program that is comprised of one component: New Home Construction (NHC). Participation Level Gross Savings NT...

AI summary The New Residential program's 2021 performance showed that it exceeded net energy savings targets by 6%, but fell short of peak demand savings targets by 4%. The program's participation level and savings are summarized in Table 17 and illustrated in Figure 7.

Table 3: Verification of 2021 NHC Savings Compilation Program Component Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator (Column BO) Y Gross Peak Demand Savings at the Generator (Colu...

AI summary Table 3 verifies the 2021 NHC Savings Compilation, highlighting that the gross peak demand savings calculation uses an outdated approach, while the net peak demand savings are correctly calculated. Corrected tracked savings are mentioned.

Table 4: 2021 NHC Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value NHC Gross Energy Savings at the Generator 6.278 GWh 6.245 GWh -0.52% Gross P...

AI summary Table 4 presents corrected tracked savings for the 2021 NHC program. Adjustments were made due to participants with negative savings or reduced savings, and the gross peak demand savings were increased by 35% due to a new calculation methodology for cold-climate heat pumps.

APPENDIX II 2021 RECOMMENDATIONS The Evaluator had no recommendations as part of the 2021 NHC evaluation. This appendix summarizes all the past evaluation recommendations that were not fully implemented or deferred. # Recommendations for N...

AI summary This appendix outlines past recommendations for the Nova Scotia Homeowners' Program (NHC) that were deferred or not fully implemented, including conducting a billing analysis to review overestimation ratios and increasing the uptake of energy efficiency measures beyond mini-split heat pumps.

ABBREVIATIONS BER Business Energy Rebates BNI Business, non-profit and institutional CFL Compact Fluorescent Light DLC DesignLights Consortium DOE Department of Energy DSM Demand-side management ENS Efficiency Nova Scotia EOne EfficiencyOn...

AI summary This section of the document provides a list of abbreviations and their corresponding full forms, including terms related to energy efficiency, lighting, and utility regulation in Nova Scotia.

EXECUTIVE SUMMARY This report presents the 2021 demand-side management (DSM) results of the Efficient Product Rebates program administered by EfficiencyOne (EOne). This program is comprised of the Business Energy Rebates (BER) program comp...

AI summary This report outlines the 2021 demand-side management (DSM) results of the Efficient Product Rebates program managed by EfficiencyOne. The program, which includes the Business Energy Rebates (BER) component, offers financial incentives to BNI participants through Instant Rebates and Mail-in services to reduce electricity consumption and demand.

Evaluation Approach The evaluation was aimed at calculating program component gross and net results, namely electrical first-year and lifetime energy savings, peak demand savings, as well as avoided greenhouse gas (GHG) emissions. [Table](...

AI summary The evaluation approach focuses on calculating program component gross and net results, including electrical first-year and lifetime energy savings, peak demand savings, and avoided greenhouse gas emissions. A table summarizes the type of evaluation and methodology used for each program component.

Table 2: Overall 2021 Efficient Product Rebates Participation and Evaluated Savings Participati ion Level Gross Sa vings NTGR Net Sav ings Value Unit Value Unit Value Value Unit Mail-in Energy Savings 16.366 GWh 0.74 12.111 GWh Lifetime En...

AI summary The Efficient Product Rebates program aimed to achieve 35.681 GWh in net electrical energy savings and 7.236 MW in net peak demand savings for 2021. However, it only achieved 33.491 GWh in net electrical energy savings and 5.401 MW in net peak demand savings, falling short of the planned targets. Instant Rebates was the largest contributor to the program's savings.

BER Findings and Recommendations This subsection presents the key findings and recommendations from the BER evaluation. 2021 BER-Finding: BER net electrical energy and peak demand savings fell short of targets. As outlined in Figure 1, BER...

AI summary The 2021 BER evaluation found that net electrical energy and peak demand savings fell short of targets by 6% and 25%, respectively. Participation in Mail-in and Instant Rebates increased, and overall satisfaction with BER was high. However, inaccuracies in reported parameters such as hours of use and peak coincidence factors were identified, leading to downward adjustments in savings. The Evaluator recommended changes to the lighting measure worksheet to improve accuracy.

Table 3: 2021 Mail-in NTGRs Measure Category Free-ridership Spillover NTGR All 26% 0% 0.74 Table 4: 2021 Instant Rebates NTGRs Measure Free-ridership NTGR LED Linear Fixtures 40% 0.60 LED Linear Lamps 30% 0.70 LED Outdoor Fixtures 35% 0.65...

AI summary Table 3 and Table 4 present 2021 NTGRs for various energy efficiency measures, showing free-ridership and spillover effects. The 2021 BER-Finding notes that the BNI LED lamp market has matured and is in a levelling-off phase due to declining shipment shares and stable prices.

2021 BER-Finding: The LED fixtures market is approaching maturity yet still has some growth potential as suggested by increasing LED fixture shares, stabilizing prices, and distributors' opinions on the popularity of the products and sales...

AI summary The 2021 BER-Finding indicates that the LED fixtures market is nearing maturity but still has growth potential. Additionally, evaluated net energy and peak demand savings were 10% and 13% lower than tracked values by EOne, as shown in Table 5.

Table 5: Comparison of 2021 BER Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 49.141 GWh 0.76 37.345 GWh Evaluation Results 48.96...

AI summary Table 5 compares the tracked and evaluated savings from the 2021 Business Energy Rebates (BER) program. It shows energy and peak demand savings tracked by EOne and evaluated results, with Net-to-Gross Ratios (NTGR) and realization rates provided for both categories.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary EfficiencyOne (EOne) is an independent non-profit organization that delivers energy efficiency programs in Nova Scotia, funded by Nova Scotia Power (NS Power) ratepayers. EOne's 2021 DSM program portfolio includes the Efficient Product Rebates program, specifically the Business Energy Rebates (BER) component, which was evaluated by Econoler. The evaluation focused on baseline definitions, savings calculation methodologies, parameter values, and net-to-gross ratios.

BER Instant Rebates Although participant information tracking has improved over the past three years, the available data collected by distributors make it difficult to reliably establish the total number of Instant Rebates participants. Th...

AI summary The BER Instant Rebates program saw an 18% increase in measures rebated in 2021 compared to 2020, with LED linear fixtures contributing the largest share of gross energy savings. Participation in some product categories, like booster pumps and LED directional fixtures, declined significantly.

BER Overall As presented in Figure 11 below, BER generated a total of 48.962 GWh in gross energy savings at the generator in 2021, which represents a 10% increase compared to 2020 results. In 2021, gross peak demand savings totalled 7.979...

AI summary The Business Energy Rebates (BER) program achieved 48.962 GWh in gross energy savings in 2021, a 10% increase from 2020, and 7.979 MW in gross peak demand savings, a 6% increase, due to increased participation, especially in Instant Rebates, following the resumption of activities post-COVID-19.

2 BER EVALUATION APPROACH The 2021 BER evaluation comprised a comprehensive impact evaluation as well as a market evaluation. The main objectives of the 2021 BER evaluation were as follows: - › Collect information on participant and partne...

AI summary The 2021 BER evaluation involved a comprehensive impact and market evaluation with objectives including collecting participant perspectives, calculating energy savings, and analyzing LED adoption in the commercial lighting market.

Table 8: 2021 BER Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant and partner perspectives › How do participants become aware of BER Instant Rebates? › How do participants become...

AI summary Table 8 outlines the 2021 BER Evaluation Approach, including objectives such as collecting participant perspectives, calculating gross and net results, and analyzing the market evolution of LED lamps. The methodology involves surveys, interviews, site visits, and calculations to assess program effectiveness and energy savings.

Site Visits and Desk Reviews In the fall of 2021, Equilibrium Engineering conducted 40 on-site visits at the facilities of participants who received a rebate through Mail-in for a lighting project. These on-site visits served to inform the...

AI summary In the fall of 2021, Equilibrium Engineering conducted 40 on-site visits at facilities of participants who received a rebate for a lighting project. These visits were part of savings reviews and aimed to collect information on spillover levels. The methodology and protocol for the on-site visits are detailed in Appendix VII.

Mail-in Participants Awareness about the mail-in rebate primarily stems from contractors (29%), distributors or suppliers (19%), or someone else within participating organizations (14%). One in 10 participants each mentioned having first b...

AI summary Awareness of the mail-in rebate program is primarily driven by contractors, distributors, and internal sources within participating organizations. The primary motivation for implementing energy-efficient measures is cost savings, followed by product quality, equipment updates, and a desire to improve energy efficiency.

Instant Rebates Participants Among business participants aware of Instant Rebates (n=20), most first learned of the service through their distributor (55%). Other sources of awareness far less commonly cited included contractors, someone e...

AI summary Among 20 business participants aware of Instant Rebates, 55% first learned of the service through their distributor. Motivations for purchasing energy-efficient products included improving energy efficiency (32%) and saving on energy costs (23%).

Instant Rebates Participants As illustrated in [Figure](#page-45-1) 14 below, there was a high level of satisfaction with Instant Rebates overall, resulting in an average satisfaction score of 8.9 on a 10-point scale. Very few participants...

AI summary Participants in the Instant Rebates program expressed high satisfaction, with an average score of 8.9 on a 10-point scale. Most had no suggestions for improvement, though some mentioned areas like marketing, rebate measure variety, and payment speed.

Table 9: 2021 Distributor Satisfaction with Instant Rebates (10-point Scale) Distributors Mean Sample Size The Overall Program 8.0 8 The Program Support and Communications provided by ENS 8.9 7 The Rebate Processing, Tracking, and Reportin...

AI summary Table 9 presents distributor satisfaction ratings for the 2021 instant rebate program, with an overall mean score of 8.0. The Program Support and Communications provided by ENS received the highest satisfaction rating of 8.9, while Rebate Processing, Tracking, and Reporting had a mean of 8.1.

2021 BER Participant and Distributor Perspective Highlights - › Awareness about Mail-in and Instant Rebates primarily stems from contractors, distributors, or suppliers. - › BER participants are primarily motivated to implement energy effi...

AI summary The 2021 BER Participant and Distributor Perspective Highlights show high satisfaction with the Business Energy Rebates (BER) program, particularly with Mail-in and Instant Rebates. Participants are motivated by energy cost savings and improved efficiency. Distributors report high satisfaction with Instant Rebates but note administrative costs as a concern.

4.2 Gross Savings Gross savings refer to changes in energy consumption resulting from actions taken by participants regardless of their reasons for participating. 7 For each Mail-in project, EOne tracks annual gross savings using the equat...

AI summary Gross savings are changes in energy consumption from participant actions. EOne uses the CIRx Screening Tool to track annual gross savings for Mail-in projects, except for the 2021 horticultural lighting measure, which used EOne-proposed assumptions. The Evaluator recommends reviewing and updating the tool for future evaluations.

his was mostly due to applications providing hours of operation for the business in general and not HOUs specific to actual fixture operation. This had a similar effect on the peak coincidence factor. While no efficient wattages were revis...

AI summary Adjustments to energy and peak demand savings calculations were made due to inaccuracies in application data, leading to negative adjustment ratios. These changes affected Mail-in total gross savings and highlighted the need for improvements in the lighting measure worksheet used by participants.

Table 10: 2021 Mail-in Adjustment Ratios Energy Savings Peak Demand Savings Measure Category Adjustment Ratio Margin of Error Adjustment Ratio Margin of Error Lighting 0.993 6.7% 0.841 7.5% HVAC 0.991 3.5% 1.000 - Motors and Variable Frequ...

AI summary Table 10 presents the 2021 Mail-in Adjustment Ratios for various energy efficiency measures, showing the energy savings and peak demand savings ratios along with their margins of error. This data is likely used for evaluating the effectiveness of different energy efficiency programs.

Table 11: 2021 Mail-in Equivalent EUL Values by Lighting Product Product Tracked Equivalent EUL [years] Evaluated Equivalent EUL [years] LED Linear Fixtures 1 x 4 Luminaires 11.6 No change 2 x 2 Luminaires and Retrofit Kits 11.6 No change...

AI summary Table 11 and Table 12 present 2021 Mail-in Equivalent EUL (Energy Use Life) values for various lighting and non-lighting products. Most products show no change in their evaluated EUL values compared to tracked values, with specific recommendations for reviewing horticultural lighting in 2022.

Product Tracked Equivalent EUL [years] Evaluated Equivalent EUL [years] HVAC Air-source Heat Pumps Greater Than or Equal to 65,000 BTU/hr 15 No change Air-source Heat Pumps Less Than 65,000 Btu/hr (excluding air-to-water) 18 No change Air-...

AI summary The document presents a table comparing tracked and evaluated equivalent useful life (EUL) years for various energy-efficient products and technologies. The table shows that in most cases, the evaluated EUL years remain unchanged from the tracked EUL years, indicating no significant adjustments in the estimated lifespans of these products.

Table 13: Evaluated 2021 Mail-in Gross Energy and Peak Demand Savings Measure Category Lighting Motors and VFDs HVAC Advanced RTU Controls Refrigeration Agriculture Energy Savings Tracked Gross Energy Savings – at the Meter (GWh) 10.027 3....

AI summary Table 13 presents evaluated 2021 mail-in gross energy and peak demand savings across various measure categories, including lighting, HVAC, and refrigeration. It details energy savings at the meter and generator, adjustment ratios, line loss factors, and lifetime energy savings.

Evaluated 2021 Mail-in Gross Energy and Peak Demand Savings (Continued) Measure Category Water Heating Kitchen Pumping Compressed Air Total for All Categories Energy Savings Tracked Gross Energy Savings – at the Meter (GWh) 0.067 0.031 0.0...

AI summary The document presents a table evaluating 2021 mail-in gross energy and peak demand savings across various categories such as water heating, kitchen, pumping, and compressed air. It includes metrics like energy savings, adjustment ratios, line loss factors, and lifetime energy savings, with a total of 258.596 GWh of gross lifetime energy savings at the generator.

4.3.2 Spillover For Mail-in, spillover occurs when participants implement eligible energy efficiency measures due to previous participation in the service without having received any kind of additional support. The Evaluator conducted on-s...

AI summary Spillover in the Mail-in program occurs when participants implement energy efficiency measures without additional support. The Evaluator found no spillover in 2021, consistent with 2019. The algorithm used to determine spillover is detailed in Appendix X.

Table 16: Evaluated 2021 Mail-in Net Energy and Peak Demand Savings Measure Category Lighting Motors and VFDs HVAC Advanced RTU Controls Refrigeration Agriculture Water Heating Energy Savings Gross Energy Savings – at the Meter (GWh) 9.957...

AI summary Table 16 presents evaluated 2021 mail-in net energy and peak demand savings across various measure categories, including lighting, motors and VFDs, HVAC, and others. The table includes metrics such as gross and net energy savings, line loss factors, and net lifetime energy savings at the generator level, as well as peak demand savings.

Evaluated 2021 Mail-in Net Energy and Peak Demand Savings (Continued) Measure Category Kitchen Pumping Compressed Air Total for All Categories Energy Savings Gross Energy Savings – at the Meter (GWh) 0.031 0.016 0.007 15.408 NTGR 0.74 0.74...

AI summary The document evaluates the 2021 Mail-in Net Energy and Peak Demand Savings, presenting data on energy and peak demand savings across different categories. It highlights the impact of these savings in terms of GHG emissions, estimating 7,074 tonnes of annually avoided CO2 eq using a Nova Scotia-specific factor.

4.4 Realization Rate [Table](#page-64-1) 18 below compares the energy and peak demand savings established through the 2021 Mail-in evaluation to those calculated in the 2021 tracking sheet. The realization rate, representing the ratio of e...

AI summary The document discusses the realization rate, comparing energy and peak demand savings from the 2021 Mail-in evaluation to those in the 2021 tracking sheet. The realization rate was 91% for energy savings and 83% for peak demand savings.

Table 18: Comparison of 2021 Mail-in Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 16.446 GWh 0.80 13.238 GWh Evaluation Results...

AI summary Table 18 compares tracked and evaluated energy and peak demand savings in 2021, showing that evaluated savings were 0% and 10% lower than tracked values, primarily due to negative adjustment ratios for lighting measures, which accounted for a significant portion of the savings.

5 IMPACT EVALUATION FOR INSTANT REBATES The objectives of the 2021 Instant Rebates impact evaluation were to determine gross and net electrical energy and peak demand savings.

AI summary The 2021 Instant Rebates impact evaluation aimed to assess gross and net electrical energy and peak demand savings, providing insights into the effectiveness of the program.

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

AI summary Interactive effects refer to the impact of energy efficiency measures on other energy-consuming systems like heating and cooling. These effects were considered in the gross unitary savings equation from the 2021 tracking sheet. The Evaluator determined interactive effects factors for products eligible under Instant Rebates and calculated weighted averages for LED products sold in 2021.

Table 19: 2021 Instant Rebates Interactive Effects Factor Calculation Results Measure Interactive Effects Factor for Energy Savings Interactive Effects Factor for Peak Demand Savings Recessed -3.6% -8.6% LED Linear Fixtures Non-recessed -6...

AI summary Table 19 presents the 2021 Instant Rebates Interactive Effects Factor Calculation Results for various energy efficiency measures, including LED linear fixtures, occupancy sensors, and circulator pumps. The table highlights the percentage impact on energy savings and peak demand savings for different types of fixtures and installations.

As part of the 2020-2022 Measure Assessment activities, the Evaluator reviewed the EUL values used in the calculation of electrical energy savings that are expected to persist over time. The Evaluator updated the EUL values for LED linear...

AI summary The Evaluator updated EUL values for LED linear fixtures as part of the 2020-2022 Measure Assessment activities, while maintaining existing values for other fixtures. These updated values are used to calculate gross and net lifetime electrical energy savings, leading to differences in weighted average EUL values.

Table 21: Evaluated 2021 Instant Rebates Gross Energy and Peak Demand Savings Measure Category LED Linear Fixtures LED Linear Lamps LED Outdoor Fixtures LED Directional and Architectur al Fixtures Occupancy /Motion Sensors Circulator Pumps...

AI summary Table 21 evaluates the 2021 Instant Rebates program, detailing energy and peak demand savings across various measures, including LED fixtures, occupancy sensors, and pumps, with data on number of units, energy savings, and demand savings at both the meter and generator levels.

5.3.3 Evaluated Net Savings Net savings are defined as the changes in energy use that are specifically attributable to Instant Rebates. Net savings were estimated by applying the overall NTGR presented above to evaluated gross savings as e...

AI summary Net savings are calculated as the changes in energy use attributable to Instant Rebates, using the NTGR applied to evaluated gross savings. Total net energy and peak demand savings are reported as 21.380 GWh and 3.600 MW, respectively, with a net lifetime energy savings of 296.878 GWh and an average EUL of 13.9 years.

Table 25: Evaluated 2021 Instant Rebates GHG Emission Reductions Total Net Energy Savings – at the Generator (GWh) 21.380 Nova Scotia-specific GHG Emissions Factor for Electricity Production (kg of CO2 eq/GWh) 0.5841 Gross Annual GHG Emiss...

AI summary Table 25 presents the evaluated 2021 Instant Rebates GHG emission reductions, showing net energy savings, the Nova Scotia-specific GHG emissions factor, and gross annual GHG emission reductions. Section 5.4 discusses the realization rate, which is likely related to the effectiveness or implementation of these rebates.

6 OVERALL BER RESULTS [Table](#page-77-1) 27 compares the savings tracked by EOne to the 2021 evaluated savings for BER. The realization rate, representing the ratio of evaluated net savings to tracked net savings, was established at 90% f...

AI summary The table compares energy savings tracked by EOne to the 2021 evaluated savings for BER. The realization rate for energy savings is 90%, and for peak demand savings, it is 87%.

Table 27: Comparison of 2021 BER Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 49.141 GWh 0.76 37.345 GWh Evaluation Results 48.9...

AI summary Table 27 compares tracked and evaluated energy and peak demand savings from the 2021 BER program. Tracked savings by EOne are slightly higher than evaluation results, with realization rates of 90% for energy savings and 87% for peak demand savings.

7 BER MARKET EVOLUTION EOne has been active in the LED market of the BNI sector through BER since 2010. Market evolution assessments were completed as part of the 2017, 2018, and 2019 evaluations, the results of which served to analyze key...

AI summary EOne has been active in the LED market within the BNI sector through BER since 2010. Market evolution assessments were conducted in 2017, 2018, and 2019 to analyze market indicators and technology diffusion. This section updates that data to provide insights on the ongoing market transformation of LED lighting in Nova Scotia.

7.1 Market Indicators – LED Lighting To understand the state of the Nova Scotia LED lighting market for the BNI sector, the Evaluator established key market indicators and analyzed available market data. The Evaluator also used data from I...

AI summary The Evaluator analyzed the Nova Scotia LED lighting market for the BNI sector by establishing key market indicators and using data from Instant Rebates, which provide detailed sales quantities and prices, to understand market shares for LED lamps and fixtures from different sources.

7.1.1 Market Shares of Lamp Technologies The BNI lamp market is comprised of six main technologies: Incandescent, halogen, Compact Fluorescent Light (CFLs), high intensity discharge (HID), LEDs, and fluorescent. As in the 2017 to 2019 eval...

AI summary The BNI lamp market in Atlantic Canada saw a significant contraction of nearly 46% between 2018 and 2020, with LED shipments declining by 53%. Factors such as the maturity of the LED market, longer product life, and a shift to integrated lamps may have contributed to the decline. Supply chain issues from the COVID-19 pandemic also impacted shipments in 2021.

7.1.2 Market Shares of LED Fixture Types As with LED lamps, the Evaluator relied on secondary data available for 2018 to 2020 from Electro-Federation Canada and data from Instant Rebates to understand the state of the Nova Scotia LED fixtu...

AI summary The document discusses the market share of LED fixture types in Nova Scotia between 2018 and 2020. Despite a decline in the overall industrial fixtures market, LED fixtures grew in share, reaching 92% of total shipments in 2020. The market was split roughly between outdoor and indoor fixtures, with outdoor fixtures making up 56%.

7.1.3 BER Instant Rebates Rebated LED Lighting Units The total number of LED lamps and fixtures per measure category incented by Instant Rebates since 2014 is presented in [Figure](#page-81-1) 21 below. Since 2019, rebates are no longer pr...

AI summary The BER Instant Rebates program has incentivized LED lighting units since 2014, with a focus on linear lamps and fixtures. Since 2019, rebates for downlight fixtures and certain lamps have been discontinued. Distributor sales data indicates that LED downlight fixtures have seen increased demand, while general-use and decorative lamps have experienced mixed trends.

7.1.4 Retail LED Lighting Prices [Figure](#page-82-1) 22 below illustrates the evolution of the average cost per unit (before rebates) for the following LED lighting categories: Linear lamps and fixtures as well as general and decorative u...

AI summary The text discusses the evolution of average retail prices for LED lighting products from 2015 to 2021. Prices for linear lamps and fixtures reached new lows in 2021, with rebate values also decreasing, particularly for lamps. Data for 2019-2021 is missing for general and decorative use lamps due to the cessation of rebates through BER after 2018.

Table 28: Average Rebate Values Under Instant Rebates for LED Linear Fixtures and Lamps, 2015-2021 Measure Category 2015 2016 2017 2018 2019 2020 2021 LED Linear Fixtures $37.04 $34.67 $29.24 $25.43 $25.31 $23.35 $24.55 LED Linear Lamps $8...

AI summary This section presents a table showing average rebate values for LED linear fixtures and lamps from 2015 to 2021 and discusses the BER Participating Distributor Outlook for LED lighting.

Measure Category 2014 2015 2016 2017 2018 2019 2020 2021 LED Linear Lamps - - - 38% 37% 21% 28% 30% LED Linear Fixtures - 25% 37% 32% 29% 29% 27% 40% LED Outdoor Fixtures - - - - - 32% 31% 35% 7.2 Codes and Standards

AI summary The document presents a table showing the adoption rates of LED lighting technologies from 2014 to 2021, with a section titled '7.2 Codes and Standards' indicating a discussion on relevant regulations and standards.

7.3 Market Evolution Summary In their recommendations on market transformation program planning, Rosenburg and Hoefgen (2009) identify a number of factors, listed in [Table](#page-86-0) 30 below, to be analyzed to identify whether program...

AI summary The text discusses market transformation program planning, referencing Rosenburg and Hoefgen (2009) and factors to consider when determining whether to reduce or withdraw program support due to market changes. It also references various energy efficiency programs and documents.

Table 30: 2021 Analysis of Key Factors in Program Planning Factor Results Market share of LED lamps for BNI sector Although LED lamp shipments targeted at the commercial and industrial sectors in Atlantic Canada still constituted the highe...

AI summary The market share of LED lamps in the BNI sector has declined from a 2019 peak of 70% to 55% in 2020, with distributors predicting a leveling off of sales due to market maturity and a shift in preference towards fixtures, though the impact of the COVID-19 pandemic may affect the representativeness of these trends.

8 BER KEY FINDINGS AND RECOMMENDATIONS The main objectives of the 2021 BER evaluation were as follows: - › Collect information on BER participant and partner perspectives - › Calculate gross and net BER results (for both Mail-in and Instan...

AI summary The 2021 BER evaluation found that net electrical energy and peak demand savings fell short of targets. Participation in both Mail-in and Instant Rebates increased, leading to higher gross energy and peak demand savings. Overall satisfaction with BER among participants and distributors was high.

2021 BER-Finding: Following the site visits, the Evaluator made downward adjustments to energy and peak demand savings for Mail-in. The Mail-In lighting project review and site visit results revealed that the parameters used to determine t...

AI summary The 2021 BER-Finding highlights downward adjustments to energy and peak demand savings for the Mail-in program due to incorrect reporting of parameters like HOUs and peak coincidence factors. It also notes a decline in the NTGR for Mail-in and Instant Rebates, attributed to increased free-ridership. The LED fixture market is approaching maturity, with stabilizing prices and growing shares despite overall shipment declines.

Table 31: Overall 2021 Efficient Product Rebates Participation and Evaluated Savings Participati ion Level Gross Sa Gross Savings Net Sav ings Value Unit Value Unit Value Value Unit Mail-in Energy Savings 16.366 GWh 0.74 12.111 GWh Lifetim...

AI summary Table 31 presents participation and savings data for the 2021 Efficient Product Rebates program. The program aimed to achieve 35.681 GWh in net energy savings and 7.236 MW in peak demand savings but fell short, achieving 33.491 GWh and 5.401 MW respectively. Instant Rebates was the primary contributor to these savings.

- 2. No [ SAY "Perhaps you can help me anyway." GO TO INTRODUCTION] [INTRODUCTION] Hello, my name is _____________ and I am calling from Narrative Research, a Halifax based survey research company. We are performing an evaluation of energy...

AI summary A representative from Narrative Research is contacting individuals who participated in Efficiency Nova Scotia's Business Energy Rebates Program to gather feedback for program evaluation and improvement.

B. Program Awareness - B1. How did you first hear about the Business Energy Rebate (BER) program? [DO NOT READ – ACCEPT ONE RESPONSE] - 1. (A contractor) - 2. (A distributor or supplier) - 3. (An ENS representative or employee) - 4. (A tra...

AI summary The text outlines survey questions related to program awareness, specifically focusing on how businesses first learned about the Business Energy Rebate (BER) program and the reasons for implementing energy-efficient measures. It also includes questions about the influence of the COVID-19 pandemic on participation in the program.

C5. [ASK IF MEASURE CATEGORY IS NOT LIGHTING] offered, what is the likelihood that you would have implemented exactly the same energy efficient Energy Rebates Program? If the program rebate had not been measures that you purchased through...

AI summary The text presents a series of questions related to the influence of energy rebate programs on the implementation of energy-efficient measures, particularly focusing on lighting and other measures. It also asks about the likelihood of implementing the same measures without the rebate and the influence of various factors such as program representatives and on-site energy managers.

READ AND ROTATE [(D1](#page-103-0) + [D2-](#page-103-1)[D4)](#page-104-0) AND [(D5](#page-104-1) + [D6](#page-104-2)[-D8)](#page-105-0) SEQUENCES - D1. Before participating in the Business Energy Rebates program in , had your organization...

AI summary This document contains a series of questions aimed at understanding the factors influencing a company's participation in energy efficiency programs, particularly the Business Energy Rebates program. It explores previous program participation, the influence of promotional materials, and the impact on decision-making processes related to energy-efficient measures.

B3. What was the SECOND most important reason your organization chose to implement energyefficient measures? Second Most Important Reason Organization Implemented Efficient Measure 2019 2021 Sample Size 69 42 Save on energy costs/bills 25%...

AI summary The second most important reason for implementing energy-efficient measures was saving on energy costs and bills, with 25% in 2019 and 33% in 2021. Other reasons included quality of efficiency products, protecting the environment, and taking advantage of program rebates.

B2/B3. What was the most important reason your organization chose to implement energy-efficient measures? TOTAL MENTIONS Most Important Reasons Organization Implemented Efficient Measure 2019 2021 Sample Size 70 42 Save on energy costs/bil...

AI summary The document presents survey results on the reasons organizations implemented energy-efficient measures, with cost savings being the primary motivation. It also explores the impact of the COVID-19 pandemic on participation in the Business Energy Rebates program, where most respondents indicated no significant influence.

Already Made Decision to Implement Energy Efficient Measures Prior to Program Component Participation 2017 2018 2019 2021 Sample Size 70 70 70 42 Yes 46% 56% 49% 71% No 50% 43% 50% 26% Don't know 4% 1% 1% 2%

AI summary The table presents data on the percentage of participants who had already decided to implement energy-efficient measures before participating in program components from 2017 to 2021. The data shows an increasing trend in the percentage of 'Yes' responses over the years.

C3. Efficiency Nova Scotia paid your organization $[REBATE VALUE FROM SAMPLE BY CATEGORY] for the energy-efficient [MEASURE CATEGORY] measures. If your organization had not received the rebate from Efficiency Nova Scotia, would you have pa...

AI summary The text asks whether an organization would have paid the full cost of energy-efficient measures if it had not received a rebate from Efficiency Nova Scotia, with a scale from 0 to 10 indicating the likelihood of payment.

Actions Taken in Absence 20 17 201 8 20 19 202 :1 of Program Component Sample Size Mean Sample Size Mean Sample Size Mean Sample Size Mean Implemented exactly the same quantity of lighting products that you installed through the program 41...

AI summary The table presents data on actions taken in the absence of program components, including the implementation of lighting products and energy-efficient measures, with sample sizes and mean values across different years. The data indicates varying levels of participation and implementation over time.

\ Base: Respondents who installed more than one lighting product \ \ Base: Respondents who did not install lighting products \ \ \ Base: Respondents who installed lighting products \ \ \ \ Base: Respondents who would have likely paid full...

AI summary The text presents survey data and a question regarding the influence of various factors on an organization's decision to implement energy-efficient measures, using a scale from 0 to 10.

D2. Your company's previous participation in an Efficiency Nova Scotia program was a major factor in the decision to implement energy-efficient [MEASURE CATEGORY] measures.\ Previous Participation in Another ENS Program Component Was a Maj...

AI summary The text discusses how participation in Efficiency Nova Scotia (ENS) programs influenced companies' decisions to implement energy-efficient measures, examine energy options, and assess cost-effectiveness. Survey data from 2017 to 2021 shows high agreement rates among respondents regarding these impacts.

D5. Before participating in the Business Energy Rebates program in [DATE], had you at any time in the past already seen Efficiency Nova Scotia promotional materials advertising the benefits of energy efficiency?

AI summary The document asks whether the respondent had previously seen Efficiency Nova Scotia promotional materials advertising energy efficiency benefits before participating in the Business Energy Rebates program.

Previously Seen Energy Efficiency Promotional Materials Distributed by ENS 2017 2018 2019 2021 Sample Size 70 70 70 42 Yes 93% 76% 76% 83% No 7% 24% 24% 17% Don't know - - - - D6. The energy efficiency promotional materials distributed by...

AI summary The document presents survey data on the impact of Efficiency Nova Scotia's energy efficiency promotional materials on company decisions and actions. The data shows that a majority of respondents agreed that these materials influenced their decisions to implement energy-efficient measures and prompted them to examine energy efficiency options for their facilities.

D8. The energy-efficiency promotional materials distributed by Efficiency Nova Scotia prompted a company representative to take into account the cost-effectiveness of energy efficient [MEASURE CATEGORY] measures when evaluating different o...

AI summary Efficiency Nova Scotia's promotional materials influenced a company representative to consider the cost-effectiveness of energy-efficient measures when evaluating options for a facility.

Previously Seen ENS Energy Efficiency Promotional Materials Led to Assess Product Cost-effectiveness 2017 2018 2019 2021 Sample Size 65 53 53 35 Agree 77% 75% 64% 63% Disagree 23% 23% 36% 37% Don't know/refused - 2% - - Base: Respondents w...

AI summary The text presents survey data on customer responses to ENS energy-efficiency promotional materials and Business Energy Rebates Program application processes from 2017 to 2021, highlighting trends in agreement, application completion, and interaction with ENS staff.

E4. You mentioned that the eligible measures were not sufficient. Were there types of efficient equipment or services you would like to see Efficiency Nova Scotia provide rebates for? Other Types of Efficient Equipment or Services for ENS...

AI summary Respondents indicated that the list of eligible measures for rebates by Efficiency Nova Scotia was insufficient, with suggestions for additional equipment and services such as ventilation systems, solar panels, and heat pumps. Satisfaction with the Business Energy Rebates program was generally high, with mean scores ranging from 8.8 to 9.1 across multiple years.

E6. What was the most important reason you were not more satisfied with the program overall? Any other reasons? Key Reasons Not More Satisfied 2017 2018 2019 2021 Sample Size 7 (#) 5 (#) 7 (#) 5 (#) I don't like the products/measures rebat...

AI summary The table presents key reasons for dissatisfaction with the Business Energy Rebate (BER) program from 2017 to 2021. Common issues include small rebate amounts, difficulty in signing up, and unhelpful Efficiency Nova Scotia/ENS staff. The data highlights program challenges and areas for improvement.

Suggestions to Improve Mail-in 2018 2019 2021 Sample Size 70 70 42 No recommendation 59% 64% 45% Better marketing/awareness 10% 7% 12% Offer more measures rebated - 4% 10% Provide more information/information sessions 7% 3% 7% Speed up pro...

AI summary The table outlines suggestions for improving mail-in processes related to energy programs in Nova Scotia from 2018 to 2021. The majority of respondents did not provide recommendations, while some suggested better marketing, more rebates, and easier processes.

A. INTRODUCTION A – Business with a contact name Could I speak with ? - 1. Yes [GO TO INTRODUCTION] - 2. No [SAY "PERHAPS YOU CAN HELP ME ANYWAY." GO TO INTRODUCTION] Hello, I am with Narrative Research, and we are performing an evaluation...

AI summary This text outlines the introduction and initial steps of a survey conducted by Narrative Research evaluating Efficiency Nova Scotia's Business Energy Rebates Program. It includes prompts for contacting individuals within an organization who are knowledgeable about the purchase of rebated products in 2021.

B. INTRODUCTION B – Business with no contact name Hello, I am with Narrative Research, and we are performing an evaluation of energy efficiency services provided by Efficiency Nova Scotia. We have a few questions about your recent experien...

AI summary Narrative Research is conducting an evaluation of energy efficiency services provided by Efficiency Nova Scotia, specifically focusing on the Business Energy Rebates Program and the recent purchase of a rebated product by the organization.

Had you already decided to purchase (Don't know) 99. (Refused) products? decided to purchase before knowing the price of 1. Yes 2. No 97. 98. (Don't know) 99. (Refused) Scotia offered a rebate for the purchase of efficient lighting Please...

AI summary The text presents a survey table related to customer purchasing behavior, specifically focusing on whether customers would have purchased energy-efficient products if they were aware of rebate programs. It includes options for responses such as 'Yes,' 'No,' and 'Don't Know,' and asks respondents to rate their likelihood of purchasing based on rebate awareness.

D9. If the rebate had not been offered, what is the likelihood that you would have purchased the exact same model of premium lighting products? 98 Don't Know Response 99 Refused D10. If the rebate had not been [ASK IF C9=2] kept your exist...

AI summary This section of the regulatory proceeding document includes survey questions related to the influence of rebate programs and information from Efficiency Nova Scotia on the purchase of premium lighting products. The questions explore customer behavior and the impact of rebate programs on purchasing decisions.

ASK ALL - READ AND ROTATE (E1 + E2-E4) AND (E5 + E6-E8) SEQUENCES - E1. Before participating in the Business Energy Rebates program in 2021, had your organization at any time in the past already participated in the Business Energy Rebates...

AI summary The document contains a series of questions aimed at assessing the impact of previous participation in Efficiency Nova Scotia programs and exposure to promotional materials on business decisions regarding energy efficiency, particularly in relation to purchasing products and considering cost-effectiveness.

C2. Can you describe the main activity of your organization? Main Activity of Organization 2019 2020 2021 Sample Size 12 (#) 40 42 Electrical contracting/installation 11 55% 43% Manufacturing - 20% 10% Service - - 7% Agriculture - 3% 5% Co...

AI summary The text presents data on the main activities of an organization in 2019, 2020, and 2021, with a focus on electrical contracting/installation and other sectors. It also includes information on whether clients seek advice from contractors before making purchase decisions.

C5. What was the SECOND most important reason you purchased [PRODUCT] rather than a standard [STANDARD PRODUCT]?\ \ 2018 2019 2020 2021 Motivations for Buying Efficient Products Most Important Reason Other Reasons Most Important Reason Oth...

AI summary The table shows the motivations for purchasing energy-efficient products from 2018 to 2021, highlighting reasons such as improving energy efficiency, saving on energy costs, and taking advantage of program rebates. The data reflects responses from individuals who purchased products for their organization or made the decision to buy efficient products.

C6. Did your distributor recommend [PRODUCT] to you? Distributor Recommended Product 2018 2019 2020 2021 Sample Size 49 60 51 50 Yes 51% 62% 71% 60% No 43% 33% 29% 40% Don't know 6% 5% - - C7. For what type of project did you purchase the...

AI summary The text presents survey data on whether distributors recommended [PRODUCT] to customers between 2018 and 2021, along with the types of projects for which the product was purchased, including replacement of existing fixtures, new construction, and participation in the Business Energy Rebates Program.

C9. In what state were your existing fixtures or lamps when you decided to purchase the [PRODUCT]? Were they… Condition of Existing Fixtures or Lamps 2018 2019 2020 2021 Sample Size 31 36 35 33 Working but at the end of their useful life 2...

AI summary The text includes survey data on the condition of existing fixtures or lamps when businesses decided to purchase new products, and the impact of the COVID-19 pandemic on participation in the Business Energy Rebates (BER) program. The data shows that most fixtures were working but nearing the end of their useful life, and the pandemic had minimal influence on participation in the BER program.

- D1. Were you aware that you had received a rebate when purchasing these [PRODUCT]?

AI summary The question asks if the individual was aware of receiving a rebate for purchasing a specific product, likely related to energy efficiency or utility programs.

D4. How did you first become aware of the rebates available under Efficiency Nova Scotia's Business Energy Rebates Program? Source of Awareness of Rebates 2018 2019 2020 2021 Sample Size 30 31 20 20 Through my distributor 57% 39% 65% 55% T...

AI summary The text presents data on how participants became aware of the Business Energy Rebates Program and whether they had already decided to purchase energy-efficient products before learning about the rebate. The data spans from 2018 to 2021 and highlights the primary sources of awareness, such as distributors and contractors.

D6. Had you already decided to purchase [PRODUCT] before knowing the price of those products? Already Made Decision to Purchase Product Before Knowing the Price of Products 2018 2019 2020 2021 Sample Size 50 60 51 50 Yes 52% 50% 37% 62% No...

AI summary The text presents survey data on customer purchasing decisions related to energy-efficient products, including whether decisions were made before knowing product prices, willingness to pay without rebates, and awareness of product certifications. The data spans multiple years and includes percentages and sample sizes.

Project No. 6372 56 \ \ Base: Respondents who were aware of rebate and who had existing products that were working and not close to the end of their useful \ \ \ Base: Respondents who were aware of rebate and who purchased more than one pr...

AI summary The text discusses survey data related to rebate awareness and product usage, focusing on respondents who were aware of the rebate and had existing working products, purchased multiple products, or would have paid full cost for energy-efficient measures. The data is used for analysis and calculations.

D13. Using a scale from 0 to 10, where 0 means "No influence" and 10 means "Great influence", please rate the influence of each of the following in your organization's decision to purchase [PRODUCT]. Influence of Factors in Decision 20 18...

AI summary The document presents a survey on the influence of various factors in the decision to purchase energy-efficient products, with data showing the mean influence ratings for factors such as the prevalence of LED products, program rebates, and information received from distributors and Efficiency Nova Scotia representatives.

E2. Your organization's previous participation in an Efficiency Nova Scotia program was a major factor in the decision to purchase [PRODUCT]. Previous Participation in Another ENS Program Component Was a Major Factor in Purchase 2018 2019...

AI summary The text discusses the impact of previous participation in an Efficiency Nova Scotia program on purchasing decisions, inquiries about efficient products, and the consideration of cost-effectiveness. The data shows a high percentage of agreement across multiple years regarding these impacts.

E5. Before participating in the Business Energy Rebates program, had you at any time in the past already seen Efficiency Nova Scotia promotional materials advertising the benefits of energy efficiency?

AI summary The question asks whether the individual had previously seen Efficiency Nova Scotia promotional materials advertising energy efficiency benefits before participating in the Business Energy Rebates program.

Previously Seen Energy Efficiency Promotional Materials Distributed by ENS 2018 2019 2020 2021 Sample Size 50 60 51 50 Yes 96% 87% 88% 88% No 2% 13% 12% 10% Don't know 2% - - 2% E6. The energy efficiency promotional materials distributed b...

AI summary The data shows that energy efficiency promotional materials distributed by Efficiency Nova Scotia significantly influenced company decisions to purchase energy-efficient products and prompted inquiries about efficient lighting options. The materials were a major factor in purchase decisions, with over 60% of respondents agreeing across multiple years.

E8. The energy-efficiency promotional materials distributed by Efficiency Nova Scotia prompted a company representative to take into account the cost-effectiveness of [PRODUCT] when evaluating different options for the facility.

AI summary Efficiency Nova Scotia's promotional materials influenced a company representative to consider the cost-effectiveness of [PRODUCT] when evaluating options for a facility.

ENS Energy Efficiency Promotional Materials Led to Assess Product Cost-Effectiveness 2018 2019 2020 2021 Sample Size 48 52 45 44 Agree 81% 77% 71% 66% Disagree 19% 23% 29% 32% Don't know - - - 2% Base: Respondents who previously saw ENS en...

AI summary The document presents survey data on customer satisfaction with ENS energy-efficiency promotional materials and the Business Energy Rebates (BER) program from 2018 to 2021. It highlights declining satisfaction levels and identifies reasons for dissatisfaction, such as mail-in rebates, small rebate amounts, and lack of program knowledge.

F4B. Why were you not more satisfied with the rebate amounts? Most Important Reason Not More Satisfied with Rebate Amounts 2019 2020 2021 Sample Size 12 (#) 17 (#) 10 (#) Rebate is too small/Expected higher rebate 9 6 6 Rebate amounts not...

AI summary Respondents expressed dissatisfaction with rebate amounts, citing reasons such as the rebate being too small, inconsistency in rebate amounts, and a desire for rebates based on product quality. There was also interest in expanding rebates to cover more equipment and services like heat pumps and solar equipment.

RECORD RATING: RECORD EXPLANATION: - D7. Is the incentive ranging from $15 to $450 per fixture enough to encourage customers who would not have done so otherwise to purchase Outdoor LED fixtures? Why?

AI summary The document asks whether an incentive range of $15 to $450 per fixture is sufficient to encourage customers who would not have otherwise purchased Outdoor LED fixtures, seeking reasons for or against this incentive level.

The next set of questions are to understand the state of the market in Nova Scotia for LED lighting, specifically LED general-use and decorative lamps, LED downlight fixtures, LED linear fixtures and LED linear lamps. [Note to interviewer:...

AI summary The text outlines a set of questions aimed at understanding the impact of removing certain LED lighting products from the Business Energy Rebates program in 2019. The questions focus on sales trends and product adoption curves for various LED lighting products in Nova Scotia's business market.

APPENDIX VI BER: MAIL-IN TRACKING SHEET AUDIT This appendix presents the results of the tracking sheet audit performed by the Evaluator, which was aimed at: - › Verifying that all data fields required for the evaluation were included and f...

AI summary This appendix details the audit of the Mail-in Tracking Sheet conducted by the Evaluator to verify data completeness and accuracy in EfficiencyOne's submissions. The audit aimed to ensure consistency in calculation methods and parameters used for evaluating energy and peak demand savings, noting a change in tracking sheet format due to the implementation of a new system in 2021.

Table 2: Verification of 2021 Mail-in Data Field Consistency Data Field 1 Data Field 2 Consistent (Y/N) If Not, Action Taken by the Evaluator Calculated Line Loss Factor (Gross Energy Savings at the Generator / Gross Energy Savings at the...

AI summary This table verifies the consistency of data fields in the 2021 mail-in data, confirming that key metrics such as line loss factor, energy savings, and project duplication are consistent across different levels of measurement.

Table 3: Verification of 2021 Mail-in Savings Compilation Service Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator Y N/A Gross Peak Demand Savings at the Generator Y N/A Net Energy Sa...

AI summary Table 3 verifies the 2021 mail-in savings compilation. It indicates that gross energy and peak demand savings were valid, but net energy and peak demand savings had inconsistencies. The evaluator corrected the net results due to discrepancies in the NTGR value used.

Table 4: 2021 Mail-in Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value BER Mail-in Gross Energy Savings at the Generator 16.447 GWh 16.446 GWh...

AI summary Table 4 shows the 2021 Mail-in Corrected Tracked Savings for the Business Energy Rebates (BER) program, highlighting minor differences between tracked and corrected values, primarily in peak demand savings due to corrections related to air-source heat pumps.

2. Building Heating/Cooling System Description Heating Systems: Heating Systems: Please fill the table below for each heating system at the site Parameter Heating System 1 Heating System 2 Energy Source % of Heat Type of System Cooling Sys...

AI summary This section provides a template for describing building heating and cooling systems, including energy sources, system types, and occupancy schedules. It includes tables to be filled out with relevant data and a note about lighting operation schedules.

4. Measures Information Lighting: Collect the information in the tables below. Use on-site observation and contact declaration. Use additional sheets if required. Econoler will then compare the information collected with the information in...

AI summary This section outlines the process for collecting lighting measures information, including on-site observation and contact declaration, with Econoler comparing the collected data to the tracking sheet.

General Measure Information Measure # Location (from tracking sheet) Location (validation on site) Is Cooling Installed in the Section with the Lighting Measure?  Yes  No Is Heating Installed in the Section with the Measure?  Yes  No P...

AI summary The document contains tables for recording general and existing measure information related to lighting and energy efficiency, including questions about cooling, heating, and lighting usage. It includes fields for tracking product details, wattage, and operational hours.

New Measure Information New Product Type (from tracking sheet) New Product Type (validation on site) # of Lamps per Fixture Is Lighting Installed Inside, Outside, or in a Refrigerated Area? New Wattage/Unit (from tracking sheet) New Wattag...

AI summary The document contains a table and image related to the collection of information about new lighting measures, including product types, wattage, hours of operation, quantities, and explanations for changes in quantities or usage. It appears to be part of an energy efficiency or rebate program application process.

APPENDIX VIII BER: MAIL-IN ADJUSTMENT RATIO CALCULATION EXAMPLE This appendix presents a sample calculation to demonstrate the process of revising energy and peak demand savings. The lighting measure category was the focus of the 2021 BER...

AI summary This appendix provides a sample calculation for revising energy and peak demand savings under the 2021 BER Mail-in evaluation, focusing on the lighting measure category. It outlines algorithms for calculating savings and the adjustment ratio.

Energy and Peak Demand Savings Equations The following equations include the parameters required to determine the annual energy and peak demand savings associated with efficient lighting measures. Energy Savings $$\left[\frac{\text{kWh}}{y...

AI summary This section presents equations for calculating annual energy and peak demand savings from efficient lighting measures. The energy savings equation uses parameters such as baseline and efficient wattage, quantity of fixtures, hours of use, and an efficiency factor. The peak demand savings equation incorporates a capacity factor and a peak demand efficiency factor.

Where: - › : The total wattage of the baseline system - › : The total wattage of the efficient system - › : The annual hours of use - › : The number of fixtures in the baseline system - › : The number of fixtures in the efficient system -...

AI summary The text outlines various parameters and conversion factors used in calculating energy savings and peak demand reductions, including wattage of baseline and efficient systems, annual hours of use, number of fixtures, and conversion factors for calculations.

Tracked Savings Calculation The measure used for the example calculation was a lighting retrofit in an existing large garage. The model and manufacturer of the existing fixtures were not known and were only listed as generic fixtures; thus...

AI summary The example calculation involves a lighting retrofit in a large garage using a generic fixture baseline and DLC Qualified Products List for efficient measure wattage. Table 1 shows values for LED 123 W high-bay fixtures replacing six-lamp T8 fixtures.

Table 1: Tracked Variables for Example Calculation Baseline Measure – Six-lamp T8 High-bay Fixture Parameter Value Source Baseline Fixture Quantity 43 Tracking Sheet Baseline System Wattage (W) 175 Tracking Sheet Hours of Use (hrs/year) 6,...

AI summary Table 1 presents a comparison between a baseline six-lamp T8 high-bay fixture and an efficient 123W LED high-bay fixture, including parameters such as system wattage, energy consumption, and demand savings. Calculations are based on tracked variables and interactive effects factors, with savings tracked in both energy and demand.

Revised Savings Calculation The revised savings calculations are based on two adjustments. The first adjustment increased the baseline wattage as a result of selecting a different baseline fixture description in the Duke Fixture Wattage Ta...

AI summary The revised savings calculation involves two adjustments: changing the baseline wattage based on fixture specifications and updating the hours of use based on site visit findings. The baseline wattage was increased due to the use of a different fixture description, and the hours of use were adjusted to 10 hours per day based on confirmed operational times.

Table 2: Revised Variables for Example Calculation Baseline Measure – Six-lamp T8 High-bay Fixture Parameter Value Source Baseline Fixture Quantity 43 Validated on-site Revised Baseline System Wattage (W) 221 Duke Energy Fixture Wattage fo...

AI summary Table 2 presents a calculation comparing the energy and demand usage of a six-lamp T8 high-bay fixture with an efficient 123 W LED high-bay fixture, including baseline and revised values for wattage, hours of use, and savings. The table includes parameters such as interactive effects factors, peak coincidence factors, and energy consumption calculations.

Table 1: BER-MI Participant Survey Free-ridership Algorithm C3. If your organization had not received the rebate from Efficiency Nova Scotia, would you have paid the full cost of the energy-efficient measures? (Scale 0 to 10) IF DK OR REF:...

AI summary This table outlines the algorithm used to calculate the free-ridership score for participants in the Business Energy Rebates (BER) Program. It includes questions about whether participants would have paid for energy-efficient measures without the rebate and their awareness of certified lighting products.

APPENDIX X BER: MAIL-IN ALGORITHM FOR PARTICIPANT SPILLOVER CALCULATION The Mail-in participant spillover level was measured using a participant survey conducted during on-site visits. Participants were asked, pursuant to participating in...

AI summary This appendix describes the methodology used to calculate the Mail-in participant spillover level for the Business Energy Rebates (BER) program. It involves surveying participants to determine if they implemented additional energy efficiency measures outside of the program and quantifying the program's influence on these actions.

Table 1: BER-MI Site Visit Spillover Algorithm Final Spillover Level = SUM of (SO3 x SO4) for All Respondents _ SUM of Program Savings for All Respondents Spillover Savings: SO3 X SO4 Attribution Level: SO3 SO3. Did your experience with BE...

AI summary Table 1 outlines the BER-MI Site Visit Spillover Algorithm, which calculates spillover savings based on responses to questions about the influence of the Business Energy Rebates (BER) program on additional energy efficiency measures. The algorithm uses scales and quantitative data to determine savings and attribution levels.

APPENDIX XI BER: INSTANT REBATES TRACKING SHEET AUDIT This appendix presents the results of the tracking sheet audit performed by the Evaluator, which was aimed at: - › Verifying that all data fields required for the evaluation were includ...

AI summary This appendix outlines the audit of the Instant Rebates tracking sheets conducted by the Evaluator. The audit aimed to verify the completeness and accuracy of data fields and calculation methods used in the Lighting and Pumping tracking sheets submitted by EOne.

Table 1: Verification of 2021 Instant Rebates Data Field Completeness and Accuracy – Lighting Data Fields Complete (Y/N/Partial) Consistent with Previous Evaluation If Incomplete or Inconsistent, Action Taken by the Evaluator Data for Each...

AI summary This table verifies the completeness and accuracy of data fields related to 2021 instant rebates for lighting. Issues were identified with wattage baseline, hours of operation, and energy savings calculations, which were corrected based on 2020 evaluation standards.

Table 3: Verification of 2021 Instant Rebates Savings Compilation – Lighting Program Result Valid Equation? (Y/N) If Not, Action Taken by the Evaluator Gross Energy Savings at the Generator N The total savings calculations were based on Gr...

AI summary The document verifies the accuracy of energy savings calculations for the 2021 Instant Rebates program, specifically for lighting and pumping. It highlights errors in the lighting calculations, such as incorrect interactive effect factors, which required adjustments to obtain accurate results.

The main differences between the tracked and corrected values are in the calculation of unitary energy and demand savings. The reasons the energy and demand savings decrease are mainly explained by the correction to the hours of operation,...

AI summary The differences between tracked and corrected values are primarily due to changes in the calculation of unitary energy and demand savings, influenced by corrected hours of operation, interactive effects, coincidence factors, and occupancy sensor unitary savings.

Table 1: Instant Rebates End-users D7. Efficiency Nova Scotia offered a rebate for the purchase of efficient lighting products. If your organization had not received the rebate and the cost for [PRODUCT] had been about $[REBATE AVERAGE VAL...

AI summary This table presents a series of questions and scoring mechanisms related to the impact of instant rebates on the purchase of efficient lighting products by end-users, including how rebate removal might affect purchasing decisions and timing.

Table 2: IR Distributors B1. [ASK IF SALES DATA AVAILABLE] Based on those numbers, you should sell [FROM SAMPLE: fewer / more] [EFFICIENT PRODUCT] by the end of 2021 than the number of units you sold in 2020. Does this sound accurate? If s...

AI summary The text outlines a series of questions intended to assess the impact of the Business Energy Rebates (BER) program on the sales of efficient products by distributors. It explores whether the program has influenced sales volume and customer choice, and seeks to quantify the effect of the rebate incentives.

APPENDIX XIII BER: 2021 RECOMMENDATIONS This appendix summarizes all the recommendations issued by the Evaluator as part of the 2021 evaluation as well as all past evaluation recommendations that were not fully implemented or deferred. Sec...

AI summary This appendix outlines the 2021 recommendations for the Business Energy Rebates (BER) program, including changes to improve the accuracy of tracked parameters in the lighting measure worksheet. It also references deferred 2018 recommendations, such as investigating ways to liaise more clients with non-lighting contractors.

Table 39: Evaluated 2021 EMIS Gross Energy and Peak Demand Savings 82 Table 40: Evaluated 2021 EMIS GHG Emission Reductions83 Table 41: Comparison of 2021 EMIS Tracked and Evaluated Savings at the Generator84 Table 42: Implementation Statu...

AI summary The text presents a list of tables and figures from a regulatory proceeding document, focusing on energy management and efficiency programs. Tables evaluate energy savings, GHG emissions, and program implementation status, while figures illustrate program performance, participant satisfaction, and participation trends over time.

Evaluation Approach The evaluation was aimed at calculating program component gross and net results, namely electrical first-year- and lifetime energy savings, peak demand savings, as well as avoided greenhouse gas (GHG) emissions. For Cus...

AI summary The evaluation approach focuses on calculating program component gross and net results, including energy savings, peak demand savings, and avoided GHG emissions. It also assesses process questions for Custom New Construction. A table summarizes the evaluation types and methodologies.

Table 1: Summary of Custom Incentives Program Evaluation Program Evaluation Type Component Impact Process Market Methodology Custom Comprehensive X - NC › Participant phone interviews (New Construction) or participant follow-up interview d...

AI summary The document presents a summary of the Custom Incentives Program Evaluation, including the evaluation type, impact, process, market, and methodology for various programs. It outlines methods such as participant interviews, desk reviews, tracking sheet audits, and GHG emission reduction calculations.

Table 2: Overall 2021 Custom Incentives Participation and Savings Participation Le Gross Savings NTGR NTGR Net Savin Value Unit Value Unit Value Value Unit Custom Energy Savings 5 26.729 GWh 0.87 23.293 GWh Lifetime Energy Savings 102 Proj...

AI summary Table 2 summarizes the performance of the 2021 Custom Incentives program, which aimed to achieve 33.610 GWh in net electrical energy savings and 8.476 MW in net peak demand savings. However, the program achieved only 25.165 GWh in energy savings and 6.390 MW in peak demand savings, falling short of its targets. Custom incentives were the largest contributor to the program's outcomes.

Custom General Key Findings and Recommendations 2021 Custom-Finding: Custom net electrical energy and peak demand savings fell short of targets in 2021. Custom achieved 23.293 GWh in net electrical energy savings and 6.105 MW in net peak d...

AI summary In 2021, Custom net electrical energy and peak demand savings fell short of targets. However, participation increased due to higher engagement in New Construction and the closure of Retrofit projects. Participant satisfaction with Custom services and the OEM Operational Demand Savings Pilot remained high.

Table 4: Comparison of 2021 Custom Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 29.014 GWh 0.77 22.263 GWh Evaluatio...

AI summary The table compares gross and net savings from energy and peak demand initiatives, highlighting tracked savings by EOne and evaluation results. It includes metrics like NTGR and realization rates, indicating the effectiveness of energy efficiency programs.

OEM Operational Demand Savings Pilot Key Findings and Recommendations 2021 OEM Operational Demand Savings Pilot Finding: The incentive had the desired effect of prompting participants to look for rapid and low-cost measures to reduce their...

AI summary The 2021 OEM Operational Demand Savings Pilot found that incentives successfully encouraged participants to reduce energy demand during peak periods. However, improvements in M&V methodologies and savings calculation protocols are recommended for future operational demand programs. Guidance on M&V requirements and load shifting projects is also suggested to ensure accurate demand reductions.

Retrofit Key Findings and Recommendations 2021 Retrofit-Finding: The pay-for-performance projects reviewed by the Evaluator included an excellent client-led M&V approach that required almost no adjustments, had a free-ridership level of ze...

AI summary The 2021 Retrofit evaluation found that a structured pay-for-performance approach in Retrofit, Building Optimization, and Operational Demand Savings programs led to minimal adjustments, zero free-ridership, and high customer satisfaction. It also noted that solar PV and compressed air leak repair projects used a quasi-prescriptive M&V approach, which is suitable for these project types but requires clear distinctions from traditional custom projects to avoid confusion and ensure accurate evaluation.

New Construction Key Findings and Recommendations 2021 New Construction-Finding: EOne succeeds in influencing New Construction building design through the many influence factors, and influence on design occurs by the end of the design phas...

AI summary EOne effectively influences new construction building design through various factors, including energy models, incentives, and technical assistance. The evaluation confirmed these influences and led to the development of a new phone interview questionnaire to assess free-ridership. The timing of free-ridership assessment should be adjusted to align with major design decisions made by the end of the design phase.

EMIS Findings and Recommendations This subsection presents the key findings and recommendations resulting from the EMIS evaluation. 2021 EMIS-Finding: EMIS net energy savings did not reach target levels due to low participation. As outline...

AI summary The 2021 EMIS evaluation found that net energy savings were far below targets, with only 9% of electrical energy savings achieved and minimal peak demand savings. Participation was extremely low, with only one participant. The evaluation confirmed that free-ridership and spillover levels remained nil, maintaining a NTGR of 1.

Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 0.027 GWh 1.00 0.027 GWh Evaluation Results 0.027 GWh 1.00 0.027 GWh 100% Peak Demand Savings Tracked Savings by EOne...

AI summary The table compares 2021 EMIS tracked and evaluated savings at the generator, showing energy and peak demand savings. Tracked savings by EOne are 0.027 GWh and 0.003 MW, with a realization rate of 100% for both energy and peak demand savings.

SEM Findings and Recommendations This subsection presents the key findings and recommendations resulting from the SEM evaluation. The recommendations are also outlined in Appendix XIX. 2021 SEM-Finding: SEM net energy and peak demand savin...

AI summary The 2021 SEM evaluation found that energy and peak demand savings were significantly below targets, with participation levels remaining stable over four years. Savings measurement methods have become more diverse, with more participants using a bottom-up approach.

Table 6: Comparison of 2021 SEM Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 1.859 GWh 1.00 1.859 GWh Evaluation Res...

AI summary Table 6 compares the 2021 SEM tracked and evaluated savings at the generator, showing energy savings and peak demand savings. Tracked savings by EOne are compared with evaluation results, with a realization rate of 99% for energy savings and 164% for peak demand savings.

INTRODUCTION EfficiencyOne (EOne), an independent, non-profit organization, is responsible for helping Nova Scotians improve the energy efficiency of their homes and workplaces by designing, marketing, and delivering energy efficiency and...

AI summary This document introduces EfficiencyOne (EOne), a non-profit organization responsible for energy efficiency programs in Nova Scotia, funded by Nova Scotia Power (NS Power) ratepayers. EOne's 2021 DSM program portfolio is evaluated by Econoler, with collaboration from multiple partners. The evaluation focuses on the Custom Incentives program and includes process, market, and impact evaluations.

d achievement of maximum savings - •Eligible facilities must be 15,000 sq. ft. or larger - •Smaller projects under the Small Commercial NC pilot are included in this service Building Optimization - Technical and financial support to help o...

AI summary The document outlines eligibility criteria and support for building optimization and energy efficiency initiatives, including technical and financial assistance for investigations and no-cost/low-cost measures. EfficiencyOne (EOne) tracks savings for custom projects over multiple years, particularly for four types of projects in 2021.

Table 8: Implementation Status of Past Recommendations for Custom # Recommendations Status Comments 2020-Custom R1 Implement improved M&V activities in Retrofit and Building Optimization. In Progress EOne is working on developing a more co...

AI summary The implementation status of past recommendations for Custom programs is being tracked, with a focus on improving M&V activities in Retrofit and Building Optimization. EOne is developing new M&V templates and processes but progress is urged to be accelerated to benefit upcoming projects.

Retrofit In 2021, energy savings were generated by a total of 79 Retrofit projects, including: - › 54 projects started and completed in 2021 - › 18 multiyear projects completed in 2021 - › Six projects started in 2021 but that were not com...

AI summary In 2021, 79 Retrofit projects generated energy savings, with 54 completed that year and 18 multiyear projects also completed. The average energy savings per project remained similar to 2020, but overall energy savings were 12% lower. The increase in completed projects was largely due to the closure of multiyear projects.

New Construction In 2021, 21 projects were completed under New Construction. As highlighted in [Figure](#page-27-0) 9 below, the number of completed projects reached a new high in 2021. A number of those projects were small commercial buil...

AI summary In 2021, 21 New Construction projects were completed, with a notable increase in participation leading to higher gross energy and peak demand savings compared to 2020. Despite a 11% decrease in energy savings per project, the overall results were the highest recorded.

Building Optimization A total of six Building Optimization projects reported savings in 2021 and all of them were completed in the same year. Although the number of projects completed in 2021 remains modest, it is comparable to the partici...

AI summary In 2021, six Building Optimization projects reported energy savings, but the average savings per project decreased compared to 2020. No peak demand savings were recorded, potentially due to some participants joining the OEM Operational Demand Savings Pilot, which focuses on peak demand impacts.

2 CUSTOM EVALUATION APPROACH The 2021 Custom evaluation comprises a comprehensive impact evaluation for Retrofit, Building Optimization, and New Construction and a process evaluation for New Construction. The main objectives of the 2021 Cu...

AI summary The 2021 Custom evaluation focuses on assessing the impact and process of Retrofit, Building Optimization, and New Construction programs. Key objectives include gathering participant perspectives, understanding decision-making processes, collecting free-ridership data, and calculating energy savings and GHG emissions.

OEM Phone Interviews The Evaluator conducted phone interviews in July 2021 with the OEM of each OEM Operational Demand Savings Pilot project. OEMs are technical staff for which a portion of their salary is paid by EOne and are an integral...

AI summary In July 2021, the Evaluator conducted phone interviews with OEMs involved in the OEM Operational Demand Savings Pilot projects. These OEMs, who are technical staff partially funded by EOne, play a key role in identifying and implementing energy savings opportunities. Questionnaires for participants and OEMs are included in Appendix II.

Energy Model Reviews In the fall of 2021 and in January 2022, Bouthillette Parizeau (BPA) performed energy model reviews for 12 of the New Construction projects. After validating the information available in each project file, BPA determin...

AI summary In 2021 and early 2022, Bouthillette Parizeau conducted energy model reviews for 12 New Construction projects, determining the necessary review method based on project file validation. The review protocol is detailed in Appendix IX.

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

AI summary The document discusses the margin of error used in quantitative evaluations based on sampling, aiming for a 10% margin of error at a 90% confidence level. It explains that this margin of error reflects the precision of measurements and does not account for non-sampling errors. Margins of error were calculated for Retrofit and New Construction but not for Building Optimization, as all projects were reviewed in 2021.

rticipate should the same service be offered in the future. Many interviewees (5 out of 6) mentioned that they were already looking at other areas or opportunities in anticipation of this eventuality. Four out of six interviewees faced cha...

AI summary Six interviewees participated in the OEM Operational Demand Savings Pilot. Five are considering other opportunities as the pilot concludes. Challenges included M&V clarity, cost justification, and resistance to change. Implementation had minimal impact on service levels. The utility rate structure does not incentivize system peak demand savings, making such projects difficult to prioritize.

2021 OEM Operational Demand Savings Pilot Participant Perspective Highlights - › Participants were very satisfied with the pilot, each providing a rating between 8 and 10 on a 10-point scale. - › All participants mentioned the financial in...

AI summary Participants in the 2021 OEM Operational Demand Savings Pilot expressed high satisfaction with the program, citing financial incentives as a key motivator. The implementation of energy efficiency measures had minimal impact on service levels and operational conditions, suggesting the measures align more with retrofit energy efficiency than peak demand reduction.

4.1 Tracking Sheet Audit To ensure service results are reliably compiled, the Evaluator first performed a tracking sheet audit aimed at verifying the completeness and consistency of the data submitted by EOne. The verification and correcti...

AI summary The Evaluator conducted a tracking sheet audit to verify the completeness and consistency of data submitted by EOne, ensuring reliable compilation of service results. Corrective actions are detailed in Appendix I, leading to the presentation of corrected tracked savings results.

4.2.1 Project Review Findings Three organizations participated in the pilot. Given this small number and a desire for more detailed results to inform the pilot, the Evaluator presents anonymized evaluation results by project in the remaind...

AI summary Three organizations participated in a pilot project involving energy efficiency measures in institutional and municipal buildings. Two projects had no capital costs, while the third involved significant costs for system upgrades. The Evaluator confirmed that the projects were implemented as stated.

Project Types All three projects involved scheduling fans to be turned off during the system peak period, and two also involved reducing the speed of VFDs for certain fans. The Evaluator notes for context that typical demand reduction prog...

AI summary The document discusses three projects aimed at reducing system peak demand by turning off fans and adjusting VFDs. While the pilot intended to focus on low-cost/no-cost demand reduction, only one project fully aligned with this goal. The Evaluator recommends rethinking incentive structures to better align with participant benefits and operational realities.

4.2.2 Energy Interactive Effects Operational scheduling projects such as those found in the current pilot need to consider electrical interactive effects when appropriate either in the project engineering calculations used to establish gro...

AI summary The evaluation of energy projects considers interactive effects, particularly in heating and cooling modes. While some projects accounted for these effects, others did not, leading to conservative estimates. The Evaluator determined that adjustments were unnecessary due to the relatively low impact of cooling savings compared to fan savings.

4.2.3 Effective Useful Life As presented in [Table](#page-38-2) 10, the tracked EUL of the two projects with operational energy saving components was three years. The project with controls and variable frequency drive (VFD) installations h...

AI summary The effective useful life (EUL) of two projects with energy-saving components was tracked at three years. A project with controls and VFD installations had EULs of five and 15 years, resulting in a combined EUL of 11 years based on energy saving ratios.

Table 11: Tracked and Evaluated Gross Energy and Peak Demand Savings by Project at the Meter 12 Corrected Total Claimed Gross Peak Demand Savings Total Claimed Gross Energy Savings Project Tracked or Evaluated MW % Corrected Tracked Saving...

AI summary Table 11 presents tracked and evaluated gross energy and peak demand savings by project at the meter. It includes data on various participants, their tracked or evaluated savings, percentages of corrected savings, equipment useful life, and lifetime savings in GWh. This information is used to assess the effectiveness of energy efficiency projects.

Overall, the gross evaluated peak demand savings were 0.465 MW, or 90% of tracked savings. Gross energy savings were evaluated at 0.634 GWh, or 99% of tracked savings, and the service effective useful life (EUL) was adjusted upward to 6.3...

AI summary The evaluation of energy and peak demand savings showed 90% and 99% of tracked savings, respectively. Adjustments were made to the service effective useful life. Participant 2 had savings recalculated due to the impact of the pandemic, while Participants 1 and 3 had appropriate savings calculation methodologies.

4.3.1 Evaluated Net Savings The OEM Operational Demand Savings Pilot generated 0.492 GWh in net energy savings and 0.496 MW in net peak demand savings at the generator. The results are listed in [Table](#page-42-0) 13 below. The net lifeti...

AI summary The OEM Operational Demand Savings Pilot achieved 0.492 GWh in net energy savings and 0.496 MW in net peak demand savings. The net lifetime energy savings were calculated at 1.887 GWh, with an average Equipment Useful Life (EUL) of 3.8 years.

Table 14: Evaluated 2021 OEM Operational Demand Savings Pilot GHG Emission Reductions Total Net Energy Savings – at the Generator (GWh) 0.492 Nova Scotia-specific GHG Emissions Factor for Electricity Production (kg of CO2 eq/kWh) 0.5841 Gr...

AI summary Table 14 presents the evaluated 2021 OEM Operational Demand Savings Pilot GHG emission reductions, showing net energy savings of 0.492 GWh and gross annual GHG emission reductions of 288 tonnes of CO2 eq. Section 4.4 discusses the realization rate.

Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 0.445 GWh 1.00 0.445 GWh Evaluation Results 0.451 GWh 1.09 0.492 GWh 111% Peak Demand Savings Tracked Savings by EOne...

AI summary The table presents energy and peak demand savings tracked by EOne, along with evaluation results and realization rates. It highlights the difference between gross and net savings, with NTGRs calculated as the ratio of net to gross savings. True-up adjustments explain discrepancies with earlier values.

2021 OEM Operational Demand Savings Pilot Evaluation Highlights - › The OEM Operational Demand Savings Pilot achieved 0.492 GWh in net electrical energy savings and 0.496 MW in net peak demand savings at the generator in 2021. - › Project...

AI summary The 2021 OEM Operational Demand Savings Pilot achieved 0.492 GWh in net electrical energy savings and 0.496 MW in net peak demand savings. Project reviews resulted in adjustment ratios of 0.99 for energy savings and 0.90 for peak demand savings.

5 RETROFIT PARTICIPANT PERSPECTIVES As part of the Retrofit project file reviews and follow-up interviews with participants, respondents commented on their experience and satisfaction with the service. A total of 16 of the 26 participants...

AI summary Respondents in the Retrofit project expressed high satisfaction with the service, with an average rating of 8.4 on a 10-point scale. Key reasons for satisfaction included ease of application, smooth participation, and incentives that improved energy efficiency. However, some participants were dissatisfied due to low incentive amounts relative to investment. Suggestions for improvement included increasing incentives, clarifying eligibility criteria, and reducing processing times.

2021 Retrofit Participant Perspective Highlights - › Overall satisfaction with Retrofit was high among interviewed participants who provided an average rating of 8.4 on a 10-point scale. - › Most respondents did not face challenges related...

AI summary Participants in the 2021 Retrofit program reported high satisfaction with an average rating of 8.4. Most did not face challenges, but suggested improvements such as higher incentives, clearer eligibility criteria, and faster processing times.

6 RETROFIT IMPACT EVALUATION The objective of the 2021 Retrofit impact evaluation was to determine gross and net electrical energy and peak demand savings, annually avoided GHG emissions, as well as EUL and associated lifetime energy savin...

AI summary The 2021 Retrofit impact evaluation assessed energy and peak demand savings, GHG emissions reduction, and lifetime energy savings. It categorized projects into partial savings, final savings of 2021 projects, multiyear projects, and unsubstantiated closures. Table 16 summarizes the distribution of these projects.

6.1 Tracking Sheet Audit To ensure service results are reliably compiled, the Evaluator first performed a tracking sheet audit aimed at verifying the completeness and consistency of the data submitted by EOne. The verification and correcti...

AI summary A tracking sheet audit was conducted to verify the completeness and consistency of data submitted by EOne. The Evaluator performed verification and corrective actions, ensuring the reported tracked savings results are accurate and corrected.

6.2 Gross Savings Gross savings correspond to changes in energy consumption resulting from actions taken by Retrofit participants regardless of why they participated. 14 EOne tracks the annual gross savings of each project. This subsection...

AI summary This section outlines the methodology used to calculate gross savings for Retrofit projects, which reflect changes in energy consumption from participant actions. The Evaluator uses data from applicants and EOne, supplemented with engineering assumptions and professional judgment, in accordance with best practices for measurement and verification.

6.2.1 Sampling Methodology The Evaluator selected a sample of 26 projects from a total of 72 projects completed in 2021 (only completed projects are considered for sampling). The overall sample of 26 projects represented 53% of total track...

AI summary The Evaluator sampled 26 completed energy efficiency projects from 72 total in 2021, representing 53% of tracked energy savings. A stratified sampling approach was used, with a focus on the Pay-for-Performance (P4P) stratum. The sample included a mix of project types, and the Evaluator noted that a more complete sample would yield more representative results due to the influence of larger projects.

6.2.2 Project Review Findings As a result of the Evaluator review, adjustments were made to the savings of 12 Retrofit projects representing 46% of sampled files. These are broken down as eight files having a combination of energy and peak...

AI summary The Evaluator made adjustments to the savings of 12 Retrofit projects, with eight files having energy and peak demand adjustments and four having only peak demand adjustments. Solar PV projects had their energy savings reduced due to discrepancies between modelled and actual generation data.

6.2.3 Interactive Effects Since interactive effects vary significantly from one Retrofit project to another, they are taken into account in the project engineering calculations used to obtain initial gross savings. Any adjustments required...

AI summary Interactive effects in Retrofit projects vary and are considered in engineering calculations for initial gross savings. Adjustments to these effects are made during project reviews.

6.2.4 Effective Useful Life The Evaluator reviewed the EUL values of all sampled projects by selecting an appropriate EUL for each measure implemented. The revised measure-level EULs were selected based on the values outlined in the 2020-2...

AI summary The Evaluator reviewed and adjusted the Effective Useful Life (EUL) values for energy efficiency measures in Retrofit and Pay-for-Performance (P4P) projects. Adjustments were made based on the contribution of each measure to energy savings, with solar PV systems revised to a 25-year EUL and P4P projects adjusted using a weighted average method, resulting in a revised EUL of 6.6 years for the group.

6.2.5 Evaluated Gross Savings Savings are claimed under the three defined categories: (1) Partial savings; (2) final savings for projects started and completed in the current year; (3) final savings of multiyear projects (separated into th...

AI summary This section discusses the evaluation of gross savings from energy efficiency projects, including partial savings, final savings from completed projects, and multiyear projects. A true-up adjustment was applied to projects completed in 2021 to align claimed savings with tracked project savings using an adjustment ratio.

2018 2019 2020 2021 Total Tracked Savings (kWh) 272,843 141,058 - 328,732 742,633 Year-specific Adjustment Ratio 0.995 0.948 - 0.946 - Revised Savings Prior to True-up (kWh) 271,479 133,723 - 310,980 716,182 Total Project Revised Savings w...

AI summary Table 17 presents an example of a 2021 True-up Adjustment, including tracked savings, year-specific adjustment ratios, and revised savings prior to true-up. The table highlights data from 2018 to 2021 and the total savings, with a focus on the true-up process.

Table 18: Evaluated 2021 Retrofit Gross Energy and Peak Demand Savings Partial Savings Final Savings for Projects Fully Claimed in 2021 Final Savings for Multiyear Projects (Regular) Final Savings for Multiyear Projects (P4P) Total Number...

AI summary Table 18 evaluates energy and peak demand savings from 2021 retrofit projects, including partial and final savings across various project types. It includes metrics like energy savings, adjustment ratios, line loss factors, and lifetime energy savings, providing a comprehensive overview of the efficiency gains achieved.

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

AI summary The document discusses participant spillover in energy efficiency programs, specifically in Retrofit and Pay-for-Performance. It found negligible spillover effects from Retrofit participants and no spillover from Pay-for-Performance participants. The Evaluator used phone interviews and an algorithm to estimate spillover levels.

6.3.4 Evaluated Net Savings Net savings are defined as changes in energy use that are specifically attributable to Retrofit. Net Retrofit impacts are calculated by applying the NTGR value to gross savings as illustrated in the following eq...

AI summary The document discusses the calculation of net savings from Retrofit projects, using the NTGR value to adjust gross savings. In 2021, Retrofit achieved 12.821 GWh in net energy savings and 2.724 MW in net peak demand savings. The Evaluator did not calculate an overall EUL due to the mixed results from different projects.

Table 20: Evaluated 2021 Retrofit Net Energy and Peak Demand Savings Partial Savings Final Savings for Projects Fully Claimed in 2021 Final Savings for Multiyear Projects (Regular) Final Savings for Multiyear Projects (P4P) Total Energy Sa...

AI summary Table 20 evaluates the 2021 retrofit net energy and peak demand savings, providing detailed breakdowns of gross and net energy savings, true-up adjustments, and lifetime energy savings. It also includes peak demand savings and line loss factors for different project types.

Table 21: Evaluated 2021 Retrofit GHG Emission Reductions Total Net Energy Savings – at the Generator (GWh) 12.821 Nova Scotia-specific GHG Emissions Factor for Electricity Production (kg of CO2 eq/kWh) 0.5841 Gross Annual GHG Emission Red...

AI summary Table 21 presents evaluated 2021 retrofit GHG emission reductions, showing net energy savings of 12.821 GWh and gross annual GHG emission reductions of 7,489 tonnes of CO2 eq. The section also references 'Realization Rate' in section 6.4, which may pertain to the effectiveness or achievement of these emission reductions.

Table 23: Typical New Construction Participation Process and Actions by Key Actors that Potentially Influence Building Design Stage Stage Typical Actions by Key Actors that Potentially Influence Building Design Number Name Duration Milesto...

AI summary This table outlines the typical new construction participation process and the roles of key actors in influencing building design. It details the stages, actions by NC staff, BDMs, and Energy Modelers, and highlights the Custom Project Agreement (CPA) as a key document in the process.

EOne Influence on Building Design According to NC staff, BDMs, and the modeling consultant, EOne is successful in encouraging participants to design buildings with greater energy efficiency than they would have in the absence of the servic...

AI summary EOne encourages participants to design more energy-efficient buildings through education on equipment options and incentives based on energy savings. The service also requires at least two energy efficiency measures to be installed in each building.

Table 24: EOne Influence Factors on Building Design Influence Factors Details Incentive for implementation › All respondents indicated that the implementation incentive is critical in participants' decision to design better-than-code build...

AI summary The table outlines the influence factors of EOne on building design, emphasizing the importance of implementation incentives, energy modeling, technical and non-technical assistance, on-site energy managers, and promotion of energy efficiency in Nova Scotia.

Other Influence Factors on Building Design In addition to the influence factors to which EOne contributes, other aspects motivate participants to build a better-than code building. For example, government buildings in Nova Scotia are requi...

AI summary The text discusses factors influencing building design beyond energy efficiency, including LEED certification requirements for government buildings in Nova Scotia, internal energy efficiency policies by organizations, and market trends such as energy cost inclusion in rent and the need for air conditioning. These factors encourage the development of energy-efficient buildings.

Summary The data-collection activities allowed the Evaluator to confirm that NC projects can take up to seven years to finalize, yet major decisions related to energy use as well as EOne influences on design occur by the end of the concept...

AI summary The Evaluator confirmed that NC projects can take up to seven years to finalize, but major energy use decisions and EOne's influence on design occur by the end of the conceptual phase. EOne influences building design through energy models, implementation incentives, and technical assistance from energy modelers, BDMs, and NC staff. However, other factors such as internal energy efficiency policies and market demand also influence building design.

Respondents New Construction staff and BDMs indicated that the individual who signed the CPA should be interviewed for the free-ridership assessment because they are usually one of the key decision-makers. The Evaluator also proposed a mul...

AI summary Respondents suggest that the individual who signed the CPA should be interviewed for the free-ridership assessment as a key decision-maker. A multisource approach is recommended to interview all key decision-makers. Energy modellers and OEMs are not recommended for interviews, as they do not make the final decision on building design, though their influence is accounted for in the algorithm.

2021 New Construction Process Evaluation Highlights - › The evaluation served to confirm that EOne succeeds in influencing building design through many avenues such as the mandatory energy model, implementation incentives, as well as techn...

AI summary The evaluation highlights the effectiveness of EOne in influencing building design through various methods, including mandatory energy models and technical assistance. It also recommends collecting feedback earlier in the process, specifically when participants sign the CPA, to improve free-ridership assessments and recommends using a new phone interview questionnaire for future evaluations.

Awareness and Participation Eight out of 11 participants have been familiar with EOne for a long time and came to learn about New Construction via this avenue. Among them, four noted that they either have a designated EOne representative o...

AI summary Most participants were familiar with EOne and learned about New Construction through existing relationships or word of mouth. The incentive and desire for energy efficiency influenced participation. Some faced challenges, including concerns about untested technology and rapid changes in efficiency requirements.

Satisfaction Overall satisfaction with New Construction is high among participants who provided an average rating of 8.0 on a 10-point scale (with 1 indicating "Not at all satisfied" and 10 indicating "Completely satisfied"). Participants...

AI summary Participants in the New Construction program reported high satisfaction with an average rating of 8.0 on a 10-point scale. They appreciated the ease of the process and working with EOne staff, but some suggested increasing incentives and ensuring programming consistency throughout project completion.

2021 New Construction Participant Perspective Highlights - › Awareness about New Construction arises primarily through an established relationship with EOne. - › Cost savings and a desire to be energy efficient followed by a belief in the...

AI summary Participants in the 2021 New Construction program are primarily aware of it through their relationship with EOne. They participate due to cost savings, energy efficiency, and long-term investment in building stock. Overall satisfaction with the program is high, with an average score of 8.0 out of 10.

Energy Savings Positive or negative adjustments were made to the tracked gross energy savings of the 12 projects reviewed by the Evaluator for 2021, with some of the adjustments being minor. One large project was reviewed separately due to...

AI summary The Evaluator reviewed 12 energy efficiency projects in 2021, making adjustments to their gross energy savings. One project had a significant adjustment ratio of 0.650 due to baseline exemptions and modeling changes. Other projects had an average adjustment ratio of 0.884. Adjustments were made for operating schedules, COP values, and baseline model requirements, including recommendations for future arena projects.

9.3.1 Free-ridership In the case of New Construction, free-ridership occurs when participants would have still implemented energy efficiency measures in their new building in the absence of the service. The free-ridership level was assesse...

AI summary The evaluation of free-ridership in New Construction projects found a weighted average free-ridership level of 15% in 2021, down from 30% in 2020. A new questionnaire and algorithm were used to assess the influence of EOne activities on building design decisions, including energy models and implementation incentives. The multisource approach had limited impact on results.

[Table](#page-76-2) 29 below compares the total tracked and evaluated savings for New Construction. The realization rate, representing the ratio of evaluated net savings to tracked net savings, was established at 102% for energy savings an...

AI summary The table compares total tracked and evaluated savings for new construction, showing a realization rate of 102% for energy savings and 109% for peak demand savings, indicating that evaluated savings slightly exceed tracked savings.

Table 29: Comparison of 2021 New Construction Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 13.364 GWh 0.70 9.355 GWh Evaluation...

AI summary Table 29 compares 2021 new construction tracked and evaluated savings at the generator. Evaluated gross energy savings were lower than tracked savings due to model adjustments, but realization rates exceeded 100% because of a reduced free-ridership level (15% compared to 30% in 2020).

2021 New Construction Impact Evaluation Highlights - › New Construction achieved 9.535 GWh in net electrical energy savings and 2.885 MW in net peak demand savings at the generator in 2021. - › Project reviews resulted in overall adjustmen...

AI summary In 2021, new construction in Nova Scotia achieved significant energy and peak demand savings. The evaluation highlights 9.535 GWh in net electrical energy savings and 2.885 MW in net peak demand savings. Adjustment ratios for energy and peak demand savings were 0.839 and 0.898, respectively. The evaluated savings were higher than those tracked by EOne due to the higher NTGR.

2021 Building Optimization Participant Perspective Highlights - › Overall satisfaction with Building Optimization was high among interviewed participants who provided an average rating of 8.5 on a 10-point scale. - › Most respondents did n...

AI summary Participants in the 2021 Building Optimization program reported high satisfaction with an average rating of 8.5 out of 10. Most did not face challenges in their participation, and the main area for improvement identified was reducing processing times for application and incentive approvals.

11 BUILDING OPTIMIZATION IMPACT EVALUATION The objective of the 2021 Building Optimization impact evaluation was to determine gross and net electrical energy and peak demand savings, annually avoided GHG emissions, as well as EUL and assoc...

AI summary The 2021 Building Optimization impact evaluation aimed to assess gross and net electrical energy and peak demand savings, annual avoided GHG emissions, and energy usage lifetime savings. All six projects were initiated and completed, with final savings claimed.

11.2 Gross Savings Gross savings correspond to changes in energy consumption resulting from actions taken by Building Optimization participants regardless of why they participated. This subsection describes the review methodology used for...

AI summary Gross savings are calculated based on changes in energy consumption from Building Optimization projects, using data from applicants and EOne, and supplemented with engineering assumptions where necessary. The methodology follows best practices for measurement and verification in commercial and industrial energy efficiency projects.

11.2.1 Project Review Findings As a result of the Evaluator review, adjustments were made to the savings of one of the six projects in the service. For that project, the Evaluator identified an error in the electrical heating efficiency va...

AI summary An Evaluator identified an error in the electrical heating efficiency value used in energy consumption calculations for one of six projects, leading to an overestimation of energy savings. The efficiency was corrected from 80% to 100%, resulting in an adjustment ratio of 0.934 for energy savings. No revisions were made to peak demand savings for Building Optimization projects.

11.2.4 Evaluated Gross Savings The annual gross savings at the generator are presented in [Table](#page-81-2) 30 below. Overall, the annual gross energy savings at the generator amounted to 0.491 GWh, which represents 1.472 GWh in lifetime...

AI summary The annual gross energy savings at the generator amounted to 0.491 GWh, representing 1.472 GWh in lifetime savings. Line loss factors were used to estimate these savings, based on rate codes and data from the 2014 Cost of Service Study Progress Update submitted to the Utility and Review Board.

Table 31: Evaluated 2021 Building Optimization NTGR Projects Fully Claimed in 2021 Energy Savings Free-ridership Level 9% Participant Spillover Level 0% NTGR 0.91

AI summary Table 31 presents the 2021 Building Optimization NTGR with a free-ridership level of 9% and a participant spillover level of 0%, indicating that the program's energy savings were primarily achieved by participants without significant spillover effects.

11.3.4 Evaluated Net Savings Net savings represent the savings that can be reliably attributed to a service. For Building Optimization, net savings are calculated by applying the NTGR value in the following equation: Net Savings = Gross Sa...

AI summary Net savings for Building Optimization are calculated using the NTGR value, with 2021 net energy savings estimated at 0.444 GWh at the generator, representing 1.332 GWh in lifetime net energy savings and a weighted average EUL of 3.0 years.

Table 33: Evaluated 2021 Building Optimization GHG Emission Reductions Total Net Energy Savings – at the Generator (GWh) 0.444 Nova Scotia-specific GHG Emissions Factor for Electricity Production (kg of CO2 eq/kWh) 0.5841 Gross Annual GHG...

AI summary Table 33 presents evaluated 2021 Building Optimization GHG emission reductions, showing net energy savings of 0.444 GWh and gross annual GHG emission reductions of 259 tonnes of CO2 eq. Section 11.4 discusses realization rate, which is likely related to the implementation and effectiveness of these emission reduction measures.

A comparison of the energy and peak demand savings values established through this evaluation and those tracked by EOne is presented in [Table](#page-85-2) 34 below. The realization rate, representing the ratio of evaluated net savings to...

AI summary The document compares energy and peak demand savings from the Building Optimization program, showing a 104% realization rate for energy savings and no peak demand savings. This is based on evaluations and tracked data from EOne.

Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 0.525 GWh 0.81 0.426 GWh Evaluation Results 0.491 GWh 0.91 0.444 GWh 104% Peak Demand Savings Tracked Savings by EOne...

AI summary The table presents energy and peak demand savings tracked and evaluated by EOne, including gross and net savings values and realization rates. The section highlights the 2021 Building Optimization Impact Evaluation results.

Table 35: Comparison of 2021 Custom Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 15.125 GWh 0.83 12.482 GWh 107% Eva...

AI summary Table 35 compares 2021 energy and peak demand savings tracked and evaluated by EOne for various projects. It includes metrics like Gross Savings, Net Savings, NTGR (Net Savings to Gross Savings Ratio), and Realization Rate for different categories such as energy savings and peak demand savings.

General Custom Key Findings and Recommendations 2021 Custom-Finding: Custom net electrical energy and peak demand savings fell short of targets in 2021. Custom achieved 23.293 GWh in net electrical energy savings and 6.105 MW in net peak d...

AI summary In 2021, Custom's net electrical energy and peak demand savings fell short of targets. Participation in Custom services increased significantly compared to 2020, particularly in Retrofit and New Construction. Participant satisfaction with Custom services and the OEM Operational Demand Savings Pilot remained high.

Retrofit Key Findings and Recommendations 2021 Retrofit-Finding: The pay-for-performance projects reviewed by the Evaluator included an excellent client-led M&V approach that required almost no adjustments, had a free-ridership level of ze...

AI summary The 2021 Retrofit evaluation found that pay-for-performance projects had minimal adjustments, zero free-ridership, and high satisfaction. It recommended expanding structured pay-for-performance approaches for Retrofit, Building Optimization, and Operational Demand Savings. Solar PV and compressed air leak repair projects were found to be suitable for quasi-prescriptive methods, requiring distinct evaluation protocols and documentation.

New Construction Key Findings and Recommendations 2021 New Construction-Finding: EOne succeeds in influencing New Construction building design through the many influence factors, and influence on design occurs by the end of the design phas...

AI summary EOne successfully influences new construction building design through various factors such as energy models, implementation incentives, and technical assistance. The evaluation process led to the development of a new phone interview questionnaire to assess free-ridership, with the timing for this assessment adjusted to align with the end of the design phase when participants sign the CPA.

14.1 EMIS Description EMIS offers incentives in the form of incentives or zero-percent on-bill financing to help facilities reduce their electricity consumption through the implementation of an energy management information system. EMIS as...

AI summary EMIS provides incentives and zero-percent on-bill financing to help industrial businesses and institutions reduce electricity consumption through energy management information systems. Participants must sign a letter of intent with EOne, undergo an audit, develop an implementation plan, and install metering equipment. EMIS also offers ongoing support and can be combined with Strategic Energy Management (SEM). The program aimed for 0.300 GWh in net electricity savings in 2021.

14.3 Participation History Only one participant took part in EMIS in 2021, and that participant was also an SEM participant; therefore, their savings were divided between the two program components. The participant was a continuing partici...

AI summary In 2021, only one participant joined the Energy Management Information System (EMIS) program, and they were also part of the Strategic Energy Management (SEM) program. Their savings were split between the two programs. Participation and savings under EMIS have been declining since 2015. The participant had been active in SEM for four years and thus generated minimal additional savings in 2021.

15 EMIS EVALUATION APPROACH The 2021 EMIS evaluation comprises a comprehensive impact evaluation. The main objective of the EMIS evaluation is as follows: › Calculate gross and net EMIS results, namely electrical first-year and lifetime en...

AI summary The 2021 EMIS evaluation aims to calculate gross and net energy savings, peak demand savings, and avoided GHG emissions. The evaluation approach includes tracking sheet audits, desk reviews, site visits, phone interviews, and calculations using evaluation results.

Tracking Sheet Audit Prior to performing the savings review, the Evaluator audited the final 2021 tracking sheet to ensure it was complete and data entry was consistent. The detailed protocol used for the tracking sheet audit and the resul...

AI summary Before conducting the savings review, the Evaluator audited the final 2021 tracking sheet to ensure completeness and consistency in data entry. The audit protocol and results are detailed in Appendix XV.

Desk Reviews and Phone Interviews In January 2021, a savings review was conducted through desk reviews supported by phone interviews. The Evaluator also contacted the service provider for clarifications. Since the only EMIS participant thi...

AI summary In January 2021, a savings review was conducted using desk reviews and phone interviews. The Evaluator contacted the service provider for clarifications. Since the only EMIS participant was also an SEM participant, the SEM project review protocol was used for EMIS projects. First-year savings are based on typical energy consumption and do not consider changes due to the COVID-19 pandemic.

16.3 Gross Savings Gross savings correspond to the change in energy consumption resulting from actions taken by participants regardless of why they participated. This subsection describes the methodology used to review the EMIS project tha...

AI summary Gross savings refer to changes in energy consumption due to participant actions, regardless of participation reasons. This section outlines the methodology for reviewing the EMIS project's 2021 savings and summarizes findings, including assessments of interactive effects, EUL values, and revised gross savings. The focus is on incremental savings reported by EOne.

Table 39: Evaluated 2021 EMIS Gross Energy and Peak Demand Savings Continuing Project Number of Projects 1 Energy Savings Tracked Gross Energy Savings (GWh) 0.025 Adjustment Ratio for Energy Savings 1.00 Gross Energy Savings – at the Meter...

AI summary Table 39 evaluates the 2021 EMIS gross energy and peak demand savings for a continuing project. It shows minimal energy and peak demand savings, with adjustments made for line loss and effective useful life. The data provides a snapshot of the project's impact on energy efficiency.

16.4.1 Evaluated Net Savings Net savings are defined as the changes in energy use that are specifically attributable to EMIS. Since spillover and free-ridership effects were considered nil, the net program component impacts are equal to th...

AI summary Net savings from the EMIS program are calculated based on changes in energy use specifically attributable to the system, with no spillover or free-ridership effects. In 2021, the program achieved 0.027 GWh of energy savings and 0.003 MW of peak demand reduction, resulting in 16 tonnes of annually avoided CO2 eq emissions.

17 EMIS KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 EMIS evaluation were as follows: › Calculate gross and net EMIS results, namely electrical first-year and lifetime energy savings, peak deman...

AI summary In 2021, the EMIS program achieved significantly lower energy and peak demand savings than planned due to low participation, with only one participant. The savings tracked by the Evaluator matched those reported by EOne, and no adjustments were needed for the single project that generated savings.

18.1 SEM Description SEM provides industrial and institutional participants with funding and support to implement energy management practices within their organizations. SEM helps participants achieve continuous energy savings by offering...

AI summary The Smart Energy Management (SEM) program supports industrial and institutional participants in implementing energy management practices. It provides funding, structured approaches, and tools to achieve continuous energy savings. Participants must commit to 12 months of participation and can extend for a second year. SEM also offers energy audits, training, and tools for performance monitoring and reporting.

Figure 17: 2021 SEM Participation Process Summary Eligibility Check, Memorandum of Understanding (MOU), and Kick-off Meeting - Once approved, eligible participants must first sign a MOU that outlines the project scope, participant requirem...

AI summary The 2021 SEM Participation Process Summary outlines the steps for eligibility, data collection, energy modeling, and the establishment of energy teams and policies. It also discusses performance-based incentives for energy savings, with different rates for participants in the Large Industrial initiative versus others. SEM aimed to generate 3.00 GWh of net electrical energy savings and 0.310 MW of peak demand savings in 2020.

20.2.1 Project Review Findings The Evaluator reviewed the calculation methodologies for all six projects based on project documentation as well as the information obtained through interviews with participants and the service provider. The...

AI summary The Evaluator reviewed six projects and made minor adjustments to energy savings calculations, primarily due to duplicate claims from BER Instant Rebates and insufficient M&V data. Adjustments resulted in a 99% realization rate for energy savings, with one measure to be resubmitted next year with improved M&V.

Table 44: Evaluated 2021 SEM Gross Energy and Peak Demand Savings New Projects Continuing Projects Total Number of Projects 1 5 6 Energy Savings Tracked Gross Energy Savings (GWh) 0.049 1.728 1.777 Adjustment Ratio for Energy Savings 0.83...

AI summary Table 44 presents evaluated 2021 SEM Gross Energy and Peak Demand Savings, detailing the number of projects, energy and peak demand savings, and related metrics. The table includes both new and continuing projects and provides data on energy savings, adjustment ratios, and lifetime energy savings at the meter and generator levels.

20.3.1 Evaluated Net Savings Net savings are defined as the changes in energy use that are specifically attributable to SEM. Since spillover and free-ridership effects were considered nil, the net program component impacts are equal to the...

AI summary Net savings from the Smart Energy Management (SEM) program were estimated at 1.845 GWh and 0.282 MW in 2021. These savings led to an annual avoidance of 1,077 tonnes of CO2 eq emissions, calculated using a Nova Scotia-specific GHG emissions factor.

Table 45: Evaluated 2021 SEM GHG Emission Reductions Total Net Energy Savings – at the Generator (GWh) 1.845 Nova Scotia-specific GHG Emissions Factor for Electricity Production (kg of CO2 eq/kWh) 0.5841 Gross Annual GHG Emission Reduction...

AI summary Table 45 presents evaluated 2021 SEM GHG emission reductions, showing net energy savings, the Nova Scotia-specific GHG emissions factor, and gross annual GHG emission reductions. Section 20.4 discusses the realization rate, which is a key metric for assessing the effectiveness of energy management initiatives.

A comparison of the energy and peak demand savings values established through this evaluation and those tracked by EOne is presented in [Table](#page-118-0) 46 below. The realization rate, representing the ratio of evaluated net savings to...

AI summary This text compares energy and peak demand savings values from an evaluation with those tracked by EOne, noting a 99% realization rate for energy savings and 164% for peak demand savings. It also references Nova Scotia Power's 2020 emissions data and electricity generation figures from multiple sources.

Table 46: Comparison of 2021 SEM Tracked and Evaluated Savings at the Generator Gross Savings NTGR Net Savings Realization Rate Value Unit Value Value Unit Value Energy Savings Tracked Savings by EOne 1.859 GWh 1.00 1.859 GWh Evaluation Re...

AI summary Table 46 compares 2021 SEM tracked and evaluated savings at the generator. Tracked energy savings by EOne were 1.859 GWh, while evaluated savings were 1.845 GWh, a 1% difference due to deductions from two projects. Peak demand savings were also evaluated at 164% of tracked values.

2021 SEM Impact Evaluation Highlights - › SEM achieved 1.845 GWh in net electrical energy savings and 0.282 MW in net peak demand savings at the generator in 2021. - › While energy savings were not adjusted significantly by the Evaluator,...

AI summary The 2021 SEM Impact Evaluation highlights 1.845 GWh in net electrical energy savings and 0.282 MW in net peak demand savings. Peak demand savings were increased by 63% due to unreported savings, and the EUL estimation approach was revised. The assumption of zero free-ridership and spillover remains valid, but new measures need further validation.

21 SEM KEY FINDINGS AND RECOMMENDATIONS As mentioned previously, the main objectives of the 2021 SEM evaluation were as follows: › Calculate gross and net SEM results, namely electrical first-year and lifetime energy savings, peak demand s...

AI summary The 2021 SEM evaluation aimed to calculate gross and net results, including energy savings, peak demand savings, and avoided GHG emissions. This section outlines the Evaluator's key findings and recommendations related to these objectives.

2021 SEM-Finding: SEM net energy and peak demand savings did not meet targets. In 2021, SEM achieved 1.845 GWh and 0.282 MW in energy and peak demand savings respectively. These values were 38% below the planned energy savings target of 3....

AI summary In 2021, the Smart Energy Management (SEM) program achieved 1.845 GWh in energy savings and 0.282 MW in peak demand savings, falling 38% short of the 3.00 GWh energy target and 9% short of the 0.310 MW peak demand target.

2021 SEM-Finding: The savings measurement approaches are now more diversified, and an increasing proportion of participants use a bottom-up approach. The Evaluator noted that only two of the six participants used a whole-facility energy mo...

AI summary The 2021 SEM-Finding highlights that savings measurement approaches are more diversified, with an increasing use of bottom-up methods. The Evaluator expressed concerns that bottom-up approaches may miss operational and behavioral improvements, leading to fewer overall savings. Guidelines for bottom-up approaches are recommended to align with program objectives and ensure consistency with energy management strategies.

Table 47: Overall 2021 Custom Incentives Participation and Evaluated Savings Particip oation Level Gross Savings NTGR Net Sa vings Value Unit Value Unit Value Value Unit Custom Energy Savings 26.729 GWh 0.87 23.293 GWh Lifetime Energy Savi...

AI summary Table 47 presents the 2021 participation and evaluated savings for Custom Incentives, showing that the program fell short of its energy and peak demand savings targets. Custom Incentives achieved 25.165 GWh in net energy savings and 6.390 MW in net peak demand savings, below the planned targets of 33.610 GWh and 8.476 MW, respectively.

Table 2: Verification of 2021 Custom Data Field Consistency Data Field 1 Data Field 2 Consistent (Y/N) If Not, Action Taken by the Evaluator Calculated Line Loss Factor (Gross Energy Savings at the Generator / Gross Energy Savings at the M...

AI summary Table 2 verifies the consistency of 2021 custom data fields, identifying inconsistencies in calculated line loss factors, total gross energy savings, and duplicate project IDs. Corrections were made to several projects, including adjustments for rounding errors and misalignment with system peak periods.

Table 4: 2021 OEM Operational Demand Savings Pilot Corrected Tracked Savings Service Result Value Tracked by EOne cted Value Relative Difference Value Unit Value Unit Difference Gross Energy Savings at the Generator 0.445 GWh 0.445 GWh 0.0...

AI summary Table 4 presents the 2021 OEM Operational Demand Savings Pilot Corrected Tracked Savings, showing energy and peak demand savings at the generator level for different service results. The table includes values tracked by EOne, corrected tracked values, and relative differences between them.

B. Participant Perspectives - B1. How did you first hear about the OEM Operational Demand Savings Pilot? - B2. What motivated you to participate in the OEM Operational Demand Savings Pilot? - B3. Did you face any challenges or barriers whe...

AI summary The text outlines a series of questions posed to participants in the OEM Operational Demand Savings Pilot, focusing on their experiences, challenges, and suggestions for improvement related to the implementation and sustainability of energy-saving measures.

A. Introduction I am with Econoler, and we are conducting an evaluation of the Efficiency Nova Scotia Custom New Construction program. This interview should take about 20 minutes. Is this still a good time for you? The purpose of the inter...

AI summary Econoler is conducting an evaluation of the Efficiency Nova Scotia Custom New Construction program. The interview aims to understand the decision-making process behind building energy-efficient structures that exceed building code requirements, with responses kept confidential and not affecting incentive amounts.

- 99. Refused - D9. [IF D7 = 2] Without the incentive from Efficiency Nova Scotia or the expertise provided by the energy modeler, what is the likelihood that you would have designed a building with a building envelope as efficient as the...

AI summary The question asks about the likelihood of designing an efficient building envelope without incentives or expertise from Efficiency Nova Scotia or an energy modeler, rating on a scale from 0 to 10. The respondent either provided a score, indicated they don't know, or refused to answer.

D10. [IF D7 = 2] Without the incentive Efficiency Nova Scotia or the expertise provided by the energy modeler, what is the likelihood that you would have designed a building with as many efficiency measures as you included? Please answer o...

AI summary The text presents a survey question assessing the impact of incentives from Efficiency Nova Scotia and energy modeling on building efficiency design. It asks respondents to rate the likelihood they would have included as many efficiency measures without these incentives and follows up with a question about potential design differences.

- D12. I would like you to rate the influence of specific factors in your decision to build a better-thancode building. Using a scale of 0 to 10, where 0 means "Not at all important" and 10 means "Extremely important", rate the importance...

AI summary The text asks respondents to rate the importance of various factors influencing their decision to build a better-than-code building, including financial incentives, energy modeling insights, and technical and non-technical assistance provided by Efficiency Nova Scotia staff.

E2. Because of your previous participation in an Efficiency Nova Scotia program and what you learned from it, you asked a technical staff member or energy modeler to examine the energy efficiency options for your current building project....

AI summary The text discusses a participant's engagement with an Efficiency Nova Scotia program, including their evaluation of energy efficiency options for a building project and exposure to promotional materials from the program.

Tell me whether you agree or disagree with each of the following statements, using a scale of 0 to 10, where 0 means "Completely disagree" and 10 means "Completely agree". E5. The energy efficiency promotional materials distributed by Effi...

AI summary The text presents a series of questions asking respondents to rate their agreement on how promotional materials from Efficiency Nova Scotia influenced their decisions regarding energy efficiency in building projects. The questions focus on the impact of these materials on decision-making and evaluation of energy efficiency options.

Introduction I am with Narrative, and we are conducting an evaluation of the Efficiency Nova Scotia Custom New Construction program. This interview should take about 20 minutes. Is this still a good time for you? The purpose of the intervi...

AI summary Narrative is conducting an evaluation of the Efficiency Nova Scotia Custom New Construction program. The interview aims to understand the decision-making process behind building energy-efficient buildings that exceed code requirements, with responses kept confidential and not affecting incentive amounts.