Topic/Matter Intersection

Topic:"Free Ridership Measurement" in M03669

Matter: E-ENSC-R-10 - Efficiency Nova Scotia Corporation - Electricity Demand Side Management Plan for 2012A request by Efficiency Nova Scotia for approval of a $43.7 million Demand Side Management plan for the 2012 operating year.  (Also see Matter Nos. M04538 and M04539)
187 passages 20 documents

Free Ridership Measurement across all matters →

E-1Evidence - 2012 DSM Plan 2/28/2011 5 passages
5.3 Evaluation and Verification p. pp. 19-20
5.3 Evaluation and Verification It is anticipated that the Evaluation and Verification process for the 2011 DSM programs will continue as developed for the 2008-2009 and 2010 DSM programs. DSM program Evaluation (Process and Impact) will b...

AI summary The 2011 DSM program evaluation and verification process will follow established methods used for previous DSM programs. An independent firm will conduct the evaluation, and the UARB may also commission annual savings verification. A session in 2010 discussed free ridership and spillover effects, leading to an approach for evaluating these factors, which was shared with stakeholders and used to guide evaluations starting in 2010.

ENSC Electricity DSM Review p. p. 138
ENSC Electricity DSM Review Similarly, in Ireland, the Sustainable Energy Authority of Ireland has had considerable success with a program that is achieving substantial business sector savings from structured peer exchange and commitment t...

AI summary The document discusses free-ridership screening in ENSC's Custom program, noting that while excluding potential free riders is intended to improve program effectiveness, it may lead to unintended consequences. It also compares ENSC's DSM goals with those of other jurisdictions, highlighting challenges in meeting ambitious targets and potential for long-term scaling.

2. Testing Program Strategies p. p. 179
2. Testing Program Strategies - o Discover free ridership levels by measure - o Test the impact of incentive levels on consumer interest and free ridership - o Test the effectiveness of other program strategies, including marketing, workin...

AI summary The document outlines strategies for testing program effectiveness, including measuring free ridership, assessing incentive impacts, and evaluating marketing and financing approaches. The pilot program is expected to achieve approximately 2 GWh of net first-year savings.

BASELINE ACTIVITY p. pp. 195-197
BASELINE ACTIVITY We developed assumptions regarding baseline activity using a combination of survey results, market actor responses and working assumptions. These assumptions were used to forecast program free ridership as well as to unde...

AI summary The baseline activity assumptions were developed using survey results, market actor responses, and working assumptions to forecast program free ridership and assess the establishedness of technologies in the province. Actual free ridership rates will be determined through postpilot evaluation.

Preamble p. p. 198
A key implication of the table above is that it will be difficult for the pilot program to offer significant incentives province-wide for wood and wood pellet stoves without risking very high free ridership rates. For example, assuming a (...

AI summary The pilot program faces challenges in offering significant incentives for wood and wood pellet stoves province-wide due to potential high free ridership rates. At a relatively low incentive of $500, free riders alone would consume over half the available budget, amounting to $540,000.

E-22010 DSM Evaluation Reports - Final Report - February 28, 2011 2/28/2011 133 passages
Section 25
d that incorporated impacts of free ridership and, in some cases, spillover. The net-to-gross ratio was applied to the gross savings impacts in order to estimate net savings impacts for each program.7 2.2.1 On-site Evaluations In total, th...

AI summary The NMR team conducted on-site evaluations for 11 programs, calculating net-to-gross ratios to account for free ridership and spillover effects. Five programs showed low free ridership, while methods for determining net impacts are detailed in program reports.

Section 26
and Appliance Retirement & Replacement), NMR evaluated a total of 11 programs. Five of these eleven programs showed relatively low levels of free ridership— Efficient Products –Retail: CFLs, LIH, C&I 7 Free ridership and spillover were not...

AI summary NMR evaluated 11 DSM programs in 2010, finding five with low free ridership. The LIH program lacked free ridership/spillover data, while the SLC program had over 5,000 completed projects. Verification calls were made to refine savings estimates.

Section 28
Custom, SBLS, and SLC.10 Low levels of free ridership indicate that the DSM programs have been effective in attracting customers who would not have taken actions without the influence of the DSM Administrator programs. Programs that had re...

AI summary The text discusses free ridership in DSM programs, noting low levels indicate effectiveness in attracting non-self-motivated customers. High free-ridership is observed in Efficient Products –Retail, New Houses, and Business Energy Rebates programs due to products typically purchased regardless of incentives. The New Houses program's building code did not set significant stretch goals beyond baseline efficiency standards.

Section 29
f 2010. However, even the new minimum requirement of EnerGuide 83 did not set significant stretch goals for participants, who could exceed this rating simply by installing a heat pump. The Business Energy Rebates program was a new program...

AI summary The Business Energy Rebates program's prescriptive measures led to higher free-ridership due to high transaction volumes. Table 2-1 shows net-to-gross ratios for various programs, with the LIH program exempt from free-ridership calculations as it offers free participation. The Efficient Products –Retail: CFLs program used a difference-of-differences approach to estimate its net-to-gross ratio.

Section 30
a net-to-gross ratio using a difference-of-differences approach and was presumed to have had spillover. Free ridership was not calculated for the LIH program which is free to low income participants. NMR Evaluation 2010 DSM Programs Execut...

AI summary The evaluation of 2010 DSM programs used a net-to-gross ratio with a difference-of-differences approach, acknowledging spillover effects. Free ridership was not calculated for the LIH program due to its free access for low-income participants. Process evaluations included interviews, surveys, and site visits to assess program implementation.

Section 36
3.1 C&I Custom Program (C&I) The C&I Custom program is a well run program with a well-documented and detailed data tracking process, rigorous policies and procedures to screen out free-riders, and a rigorous monitoring and verification (M&...

AI summary The C&I Custom program demonstrated strong energy savings in 2010 but missed demand targets. NMR recommends adapting incentives to include demand response. Program success was driven by expanded outreach via Sales Leads, though long implementation timelines may delay impact realization. The program's rigorous M&V and free-rider screening were noted as strengths.

Section 42
ased only if needed. The PD program should consider focusing instead on new construction and major renovation projects for promoting fixtures and controls such as programmable thermostats and dimmers. 3.4.3 Appliance Rebates Component As w...

AI summary The PD program should focus on new construction and major renovations for energy-efficient fixtures and controls. Appliance rebate programs may need to target higher efficiency levels to reduce free-ridership, with recommendations to rebate Tier 3 appliances and offer packaged rebates for multiple energy-efficient purchases.

Section 43
service-lamps-dec08.cfm?attr=4 NMR Evaluation 2010 DSM Programs Executive Summary Page 15 3.5 Efficient Products – Direct Install Program (DI) The DI program continues to perform strongly and customers continue to be happy with the program...

AI summary The DI program's performance remains strong, with customer satisfaction. However, increasing self-installation of CFLs may lead to higher free-ridership. The program may need revised incentives and design, such as requiring customer co-payments for energy efficiency measures.

Section 45
he DSM Administrator work to overcome these barriers as a cursory review of statistics from NRCan suggest that there are substantial opportunities for an existing home retrofit program such as EEH. NMR Evaluation 2010 DSM Programs Executiv...

AI summary The 2010 New Houses (NH) program had limited influence on energy efficiency due to the 2010 Nova Scotia building code raising energy efficiency standards. Participation was largely driven by heat pump incentives, and the program had high levels of free-ridership among builders and homeowners.

Section 46
omeowners. Thus, at first glance the NH program may have been mostly a heat pump program. That said, survey respondents reported strong interest in energy efficiency and satisfaction with the program. 3.8 Appliance Retirement and Replaceme...

AI summary The text discusses the NH program's initial focus on heat pumps and high interest in energy efficiency. It highlights the success of the Appliance Retirement Program (ARR) pilot, despite high free ridership, and the need for future programs to address issues such as free rider screening, incentive structures, and communication planning.

Section 50
4 Key Findings and Recommendations This section provides a summary of the key findings and recommendations for each of the programs. Table 4-1 presents summary findings and recommendations organized by program as well as comparative findin...

AI summary The C&I Custom program includes checks to ensure funding is provided before project implementation. Free-ridership levels were low but increasing between 2008 and 2010. NMR is not currently concerned but suggests monitoring and adjusting screening procedures if free-ridership continues to rise.

Section 51
p levels continue to rise, consider adjusting the if it continues to increase it may become an area of concern. screening procedures used to identify free-riders. C&I-F2. C&I-R2. Due to the compressed time frame between the end of the prog...

AI summary The text discusses challenges in the C&I Custom program's evaluation process, including compressed timelines, data entry errors, and the need for improved screening procedures and evaluation schedules to ensure accurate and rigorous impact assessments.

Section 64
Program Finding Recommendation Small SBLS-F6. SBLS-R6. Business About one-half of the 2010 respondents (54%) said they had The SBLS program is a crucial source of information, assistance and Lighting purchased some type of energy efficient...

AI summary The SBLS program has been effective in encouraging small businesses to purchase energy-efficient lighting products, with a majority of participants purchasing CFLs or LED exit lights prior to joining. However, the program's influence on participants taking additional energy efficiency actions after participation was limited, with only 29% reporting such actions.

Section 76
Program Finding Recommendation Business BER-F1. BER-R1. Energy Unlike the C&I Custom program, the BER program did not While higher levels of free-ridership may be acceptable for a new Rebate incorporate any checks to ensure that participan...

AI summary The BER program lacks checks to ensure participants have funding from the DSM Administrator before proceeding with implementation. Free-ridership was high at 46% in 2010, compared to low levels for the C&I Custom program. As the BER program matures, it is recommended to introduce a free-ridership screening process, particularly for larger projects over $2,000. Awareness and outreach efforts should also be intensified in 2011.

Section 146
Program Findings Recommendations Efficient PD:F&C-F1. PD:F&C-R1. Products – This study estimated high free ridership rates for all of the evaluated The program should consider dropping small products with high Retail fixtures and controls...

AI summary The evaluation of the Efficient Products – Retail Program found high free ridership rates for various products, suggesting that many rebated sales would have occurred without the program. Recommendations include dropping small products with high free-ridership rates and focusing on customer education and promoting products to new construction and renovation markets.

Section 147
onducted evaluation estimated high free-ridership rates for both Free-ridership rates can be lowered by rebating higher efficiency Retail the refrigerators (72%) and the clothes washers (85%) rebated through appliances only, such as models...

AI summary The evaluation found high free-ridership rates for refrigerators and clothes washers rebated through the PD program, suggesting many sales would have occurred without the program. Strategies to reduce free-riding include rebating higher efficiency appliances and offering package deals. Independent retailers joined the program late but achieved significant sales.

Section 150
Program Finding Recommendation Appliance ARR-F1. ARR-R1. Retirement Around four out of five respondents who retired each appliance type Appliances picked up by any future program have the potential to & Replace- (76% for refrigerators; 79%...

AI summary The Appliance Retirement Program had high free ridership (66%), but achieved its savings goals. Most respondents reported that replaced appliances were used regularly. The program should expand and improve screening to reduce free ridership and consider the energy savings implications of appliance replacements.

Section 198
its sources for achieving energy efficiency goals by expanding the range of energy efficiency measures that it incentivized. At the retail level, these other energy efficiency measures included ENERGY STAR indoor light fixtures, programmab...

AI summary The document discusses the effectiveness of various energy efficiency measures in the Power Down program, noting that while CFLs accounted for most energy savings, other products like refrigerators and thermostats had lower net-to-gross ratios and were purchased infrequently, often by free-riders. NMR concludes that these other products are unlikely to contribute significantly to energy savings.

Section 204
esponses. NMR Evaluation of 2010 Power Down Program Page V Appliance Rebates Component As with fixtures and controls, retailers interviewed reported that the majority of refrigerator and clothes washer sales would likely have taken place i...

AI summary The 2010 Power Down Program's appliance rebate component faced challenges with high free-ridership, suggesting a need for higher efficiency targets and packaged rebates. Retailers noted that consumer interest in appliances wanes near year-end, suggesting a year-round program may be more effective.

Section 215
NMR Evaluation of 2010 Power Down Program Page VIII Findings and Recommendations for Fixtures and Controls Findings Recommendations PD:F&C-F1. PD:F&C-R1. This study estimated high free ridership rates for all of the The program should cons...

AI summary The Evaluation of the 2010 Power Down Program found high free ridership rates for fixtures and controls, suggesting many rebated sales would have occurred without the program. Recommendations include dropping small products with high free-ridership rates and focusing on new construction and major renovation markets.

Section 217
Findings and Recommendations for Appliances Findings Recommendations PD:APP-F1. PD:APP-R1. The conducted evaluation estimated high free-ridership rates for Free-ridership rates can be lowered by rebating higher efficiency both the refriger...

AI summary The evaluation found high free-ridership rates for refrigerators and clothes washers rebated through the PD program, suggesting many sales would have occurred without the program. Recommendations include rebating only high-efficiency models and notifying retailers early to ensure product availability and promotion.

Section 246
e effects of free-ridership and spillover. Using the difference of differences approach based on establishing a counterfactual, the formula for computing the net energy savings is as follows: And Where, NTGR = Net-to-Gross-Ratio A = Partic...

AI summary The text discusses the calculation of net energy savings using a difference of differences approach, focusing on CFL purchases by participants and non-participants in a program. It highlights the impact of free-ridership and spillover effects, and provides data on average monthly purchases before and during the program period.

Section 273
1,988 NMR Evaluation of 2010 Power Down Program Page 24 3.4 Free-ridership and Spillover

AI summary This section discusses free-ridership and spillover effects related to the 2010 Power Down Program. It examines how some participants may benefit from the program without directly contributing to its costs, and how the program may have broader impacts beyond its intended participants.

Section 274
NMR Evaluation of 2010 Power Down Program Page 24 3.4 Free-ridership and Spillover

AI summary This section discusses free-ridership and spillover effects in the context of the 2010 Power Down Program, highlighting how these factors may impact program effectiveness and equity.

Section 275
3.4.1 Retail Survey Questions In order to determine the magnitude of free-ridership and spillover, retailers were asked a series of questions related to their sales of fixtures and controls before, during and after the Power Down program p...

AI summary The Nova Scotia Utility Board (NMR) designed a retail survey to estimate free-ridership and spillover effects from the Power Down program. Only measures with higher projected savings were included in the survey, while lower-saving measures like dimmer switches and thermostats were excluded from free-ridership estimation. Retailers were asked about sales trends and rebate impact to evaluate program effectiveness.

Section 276
same, lower, or higher. Retailers, who said that their sales would have been lower in the absence of the program, were asked to indicate the percentage that their sales would have been lower. As a final question, retailers were asked to ra...

AI summary The document discusses the evaluation of the 2010 Power Down Program, including how retailers assessed the impact of the program on their sales and the importance of rebates to customer purchasing decisions. An alternative method for calculating free-ridership is also mentioned.

Section 278
Table 3-9: Free-ridership and Spillover Estimation Questions Percentage of Sales Roughly what percent of ALL [MEASURE CATEGORY] that your store sold between January and September 2010, BEFORE the Power Down program promotion, were [MEASURE...

AI summary The text presents a series of questions aimed at estimating free-ridership and spillover effects related to the Power Down program. It asks retailers to provide percentages of sales of specific measures before, during, and after the program promotion period, as well as attributing increased sales to the program.

Section 280
e from the Power Down Program was to customers‘ decisions to purchase the [MEASURE NAME]? Please give your response on a scale of 1 to 5 where 1 is not at all important and 5 is extremely important. 3.4.2 Free-ridership and Spillover Estim...

AI summary The Nova Scotia Utility Board (NMR) evaluated the 2010 Power Down Program by estimating free-ridership and spillover effects. It calculated the percentage of sales that would have occurred without the program by comparing sales data during and before the program period.

Section 281
10 Xt-1 = Sales of rebated measure as percent of measure category sales in the pre-program period of January–September 2010 Zt-1 = Percent of higher sales in Xt relative to Xt-1 attributed to program Free-ridership These estimated sales re...

AI summary The text explains the calculation of free-ridership in the context of a program's impact on sales. It provides an example where 70% of sales during the program period are attributed to factors other than the program itself, indicating a high level of free-riding.

Section 283
t-1 = Percent of higher sales in Xt+1 relative to Xt-1 attributed to program spillover impact The resulting absolute spillover percentage was subtracted from the estimated sales without the program. Case-by-Case Estimation Note, however, t...

AI summary The text discusses the estimation of program spillover impact and free-ridership in the context of the 2010 Power Down Program. It mentions the calculation of spillover percentages and challenges in estimating free-ridership due to incomplete or inconsistent retailer responses, with some retailers reporting 100% free-ridership.

Section 285
Table 3-11: Free-ridership: ENERGY STAR Light Fixtures Percent of Higher Estimated Sales in Importance ES Light Fixtures as Percent of Sales Attributed to Absence of of Rebate to Percent All Fixture Sales Program relative to: Program Custo...

AI summary Table 3-11 presents data on free-ridership related to ENERGY STAR light fixtures, showing the percentage of fixture sales attributed to the program and estimated sales in the absence of the program. The table highlights the importance of rebate programs in driving sales and the percentage of free-ridership across different time periods.

Section 288
Table 3-12: Free-ridership: Power Bars with Timers Rebated Power Bars with Timers as Percent of Higher Estimated Sales in Importance Percent of Sales Attributed to Absence of of Rebate to Percent All Power Bars with Timers Program relative...

AI summary Table 3-12 presents data on free-ridership related to rebated power bars with timers, showing the percentage of sales attributed to the program and estimated sales in the absence of the rebate. The table evaluates the impact of the rebate on customer purchasing decisions and the importance of the rebate to sales.

Section 291
Table 3-13: Free-ridership: Indoor Light Timers Rebated Indoor Light Timers as Percent of Higher Estimated Sales in Importance Percent of Sales Attributed to Absence of of Rebate to Percent All Indoor Light Timers Program relative to: Prog...

AI summary Table 3-13 presents data on free-ridership related to indoor light timers, showing the percentage of rebated timers relative to total sales, estimated sales in the absence of the program, and the importance of the rebate to customer purchase decisions. The table highlights varying levels of program impact across different scenarios.

Section 294
Table 3-14: Free-ridership: Heavy Duty Pool/Outdoor Timers Rebated Heavy Duty Pool/Outdoor Percent of Higher Sales Estimated Sales in Importance Weighted Timers as Percent of Attributed to Program relative Absence of of Rebate to Percent F...

AI summary Table 3-14 presents data on free-ridership related to rebated heavy duty pool/outdoor timers, showing percentages of sales attributed to the program, estimated sales in the absence of the program, and the importance and weighted percent of rebate to customers.

Section 295
90% na 100% lower 30% 5 33% 37% 5% 6 20% 60% 20% 60% 50% na na lower 15% 5 40% 67% 17% 7 5% 15% 5% 5% 20% 20% na same na 1 13% 87% 0% 8 100% 100% 100% 100% na na na same na 3 100% 100% 0% 9 10% 20% 0% na 10% na na same na 5 19% 95% 0% 10 3...

AI summary The text presents tables showing the final overall unweighted and weighted free-ridership for each measure in the 2010 Power Down Program. It highlights varying percentages across different categories, indicating the extent of free-riding in the program.

Section 305
548 Energy-demand ratio 4.8 4.8 Ratio demand savings (kW) 57.7 114.2 4.3 Free-ridership For each measure, NMR evaluated the responses to these questions separately on a case-by-case basis for each individual respondent to the retailer surv...

AI summary The document discusses the estimation of free-ridership in a program by the Nova Scotia Utility and Review Board (NMR). NMR calculated the percentage of sales that would have occurred without the program by analyzing data from the program period and pre-program period, using a mathematical formula to estimate sales without the program's influence.

Section 306
s in the pre-program period of January–September 2010 Zt-1 = Percent of higher sales in Xt relative to Xt-1 attributed to program 38 Per Program Development Working Group January 26, 2010. NMR Evaluation of 2010 Power Down Program Page 37...

AI summary The document evaluates the 2010 Power Down Program by analyzing free-ridership, which measures the proportion of energy savings that would have occurred without the program. It uses an example calculation to demonstrate how free-ridership is estimated based on sales data before and during the program period.

Section 307
Jan-Sep 2010 Oct-Nov 2010 to Jan-Sep 2010 without Program ridership 50% 75% 90% 52.5% 70% In the above example, the retail store manager attributed the following as the percentage of additional sales due to the program: 90% (75% - 50%) = 9...

AI summary The text explains the calculation of free-ridership percentage based on sales data from a program, using an example where 70% free-ridership was calculated. It also notes that no spillover effects were observed due to the short time between the program's end and the evaluation. In some cases, free-ridership was estimated at 100% when retailers reported no change in sales.

Section 308
dership was estimated to be 100%. NMR Evaluation of 2010 Power Down Program Page 38

AI summary The document discusses the evaluation of the 2010 Power Down Program, with a focus on the estimated free-ridership rate of 100%.

Section 309
Table 4-6: Free-ridership: Refrigerators Percent of Higher Estimated Sales in Importance Rebated Refrigerators as Percent of Sales Attributed to Absence of of Rebate to Percent All Refrigerators Program relative to: Program Customer of Sal...

AI summary The table presents data on free-ridership related to refrigerators under a rebate program, showing the percentage of rebated refrigerators relative to total sales, estimated sales in the absence of the program, and the importance of the rebate to customers. The data spans different time periods and scenarios.

Section 312
Table 4-7: Free-ridership: Clothes Washers Rebated Clothes Washers as Percent Percent of Higher Estimated Sales in Importance of Sales Attributed to Absence of of Rebate to Percent All Clothes Washers Program relative to: Program Customer...

AI summary Table 4-7 presents data on free-ridership related to clothes washers, showing the percentage of rebated washers relative to total sales, the importance of the rebate to customer purchase decisions, and the estimated percentage of sales that would occur without the program.

Section 313
ame na 3 50% 100% 20% 8 20% 50% 10% 25% 100% na lower 50% 5 20% 40% 8% 9 50% 50% 50% 50% na na same na 2 50% 100% 20% Overall Program 59% 86% 85% NMR Evaluation of 2010 Power Down Program Page 40 The following tables show the final overall...

AI summary The document evaluates the 2010 Power Down Program, focusing on free-ridership rates for appliances like refrigerators and clothes washers, and presents net energy and demand savings from the program.

Section 318
h the current level of communication. Per its contract, the implementation contractor was responsible for the following program development, implementation and tracking activities: Program Development  Developing a detailed project plan ...

AI summary The 2010 Power Down Program involved the implementation contractor handling program development, implementation, and tracking. Activities included developing a project plan, evaluating products, executing marketing plans, and tracking sales and energy savings. Outreach efforts included direct mail, radio ads, and in-store promotions, which contributed to increased sales compared to previous years.

Section 549
31.2 149.8 100% 31.2 149.8 Total Program 639.8 3,070.5 476.4 2,285.9 1 NMR conducted one in-depth interview with a participant from the Appliance Replacement program component. NMR determined that it was not appropriate to project the free...

AI summary The evaluation of the 2010 Appliance Retirement & Replacement Programs shows gross and net savings data for various appliance categories. NMR conducted an interview but found it inappropriate to use it for free ridership estimates, so no estimates were calculated for the Appliance Replacement program component.

Section 550
ent Refrigerators 31.2 149.8 100% 31.2 149.8 Total 639.8 3,070.5 74% 476.4 2,285.9 Program NMR Evaluation of 2010 Appliance Retirement & Replacement Programs Page iii Findings and Recommendations The process evaluation drew upon in-depth i...

AI summary The evaluation of the 2010 Appliance Retirement & Replacement Programs in Nova Scotia found substantial demand for such programs despite high free ridership. The program achieved its savings goals and was extended into a second phase. Future programs should address free ridership, incentive structures, promotion timing, and planning and communications.

Section 552
Findings and Recommendations Finding Recommendation ARR-F1. ARR-R1. Around four out of five respondents who retired each appliance Appliances picked up by any future program have the type (76% for refrigerators; 79% for freezers; and 80% f...

AI summary The Appliance Retirement Program had high free ridership (66%) and achieved savings goals despite this. Most respondents reported that replaced appliances were used frequently. The program should expand and improve screening to reduce free ridership and consider energy savings implications of appliance replacements.

Section 616
133.8 149.8 Energy-Demand ratio 4.8 4.8 Demand savings (kW) 27.9 31.2 29 The annual energy consumption for retired refrigerators includes a degradation factor of 1.37% per year. Replacement refrigerators did not include this adjustment bec...

AI summary The evaluation discusses energy consumption degradation of retired refrigerators and free-ridership rates in the 2010 Appliance Retirement & Replacement Programs. It estimates free-riders based on participant behavior and considers the impact of replacement appliances on energy savings.

Section 617
moved the appliance in a manner that would lead to its use by someone else. Replacement appliances impact the energy savings of the program but were not considered in estimating free- ridership rates.

AI summary The text discusses how replacing appliances can affect energy savings in a program, but such impacts were not considered when estimating free-ridership rates.

Section 618
3.4.1 Estimation of Free-ridership Rates We estimated free-ridership rates for each appliance type by determining the FR status of respondents on the basis of questions about the intended disposition of appliances in the absence of the pro...

AI summary The text outlines the methodology used to estimate free-ridership rates by analyzing respondents' intentions regarding appliance disposition in the absence of the program. Free-riders (FRs) and non-free-riders (NFRs) are defined based on their responses, with additional considerations for possible free-riders (PFRs) and financial barriers to disposal.

Section 619
(PFRs). Two additional questions asked respondents about possible financial barriers to their disposal decision. One of these questions asked respondents whether, in the absence of the program, their NMR Evaluation of 2010 Appliance Retire...

AI summary The text evaluates free-ridership rates for appliance replacement programs in 2010, showing that 31% of refrigerator owners, 18% of freezer owners, and 47% of dehumidifier owners were free-riders. It also discusses financial barriers respondents faced in the absence of the program.

Section 620
18% 47% NFR (non-free-riders) 56 75 47 PFR (possible free-riders) 13 7 6 Free-ridership rates were also calculated separately for respondents who replaced the appliance that had been removed through the program with another unit versus res...

AI summary The evaluation of 2010 appliance retirement and replacement programs found that free-ridership rates varied depending on whether respondents replaced removed appliances. Free-ridership was higher among those who removed primary refrigerators compared to secondary units, and lower among those who replaced secondary units.

Section 621
sposed of a secondary unit (20% overall), and respondents who had removed secondary units were less likely to be free-riders if they had replaced the unit (17%) than if they had not replaced it (27%). Table 3-25: Refrigerator Free-ridershi...

AI summary The analysis shows that free-ridership rates vary based on whether secondary units were replaced. Refrigerators with replaced secondary units had lower free-ridership rates (17%) compared to those without replacement (27%). Similarly, freezers with replaced units had a higher free-ridership rate (27%) compared to those without replacement (7%).

Section 622
27% 7% NFR (non-free-riders) 57 93 PFR (possible free-riders) 14 0 3.5.2 Appliance Replacement Component NMR was able to conduct only one in-depth interview with a participant in the Appliance Replacement program component. NMR determined...

AI summary The document discusses the evaluation of the 2010 Appliance Retirement & Replacement (ARR) program, noting that free ridership could not be estimated due to limited data. Net savings were calculated based on original population tracking and participant survey data, resulting in 2,286 MWh of energy savings and 476.4 kW of demand savings.

Section 632
rily to the expanded of hours of operation. NMR Evaluation of 2010 Appliance Retirement & Replacement Programs Page 34 4.3.2 Administrative Structure and Processes Out of necessity, many pilot programs are designed operate for a limited ti...

AI summary The document discusses the administrative structure and processes of the 2010 Appliance Retirement & Replacement (ARR) program. It notes that pilot programs are often limited in time and geography, which can hinder performance but also allow for quick evaluation. The ARR program faced challenges related to staffing and free-ridership, with suggestions for improving future programs.

Section 703
Basement 2. Kitchen 3. Garage 4. Porch 5. Laundry room 97. Some other place [SPECIFY _] 98. (Don‘t know) 99. (Refused) DEHUMIDIFER FREE-RIDERSHIP [DHR Series] Please continue thinking about just that one dehumidifier. DHR1. Had you already...

AI summary The text includes survey questions related to the disposal of dehumidifiers through the Nova Scotia Power appliance retirement program, focusing on reasons for participation and prior consideration of disposal methods.

Section 715
program effectiveness and success in short-, intermediate-, and long-term? Marketing, Participating Retailers, and Verification: 17. Please explain the various marketing activities utilized by each program. What do you think is particularl...

AI summary The text includes a series of questions about program marketing, delivery, effectiveness, and gaps in coverage related to the 2010 Appliance Retirement & Replacement Program. It also asks about program strengths, weaknesses, and potential improvements, as well as about individuals or groups to interview for further evaluation.

Section 804
ng data. NMR Evaluation of 2010 Existing Houses Program Page 14 2.6 Free-ridership In order to determine the extent of free-ridership, respondents were asked a series of questions related to their plans to pursue program measures before pa...

AI summary The document discusses the evaluation of free-ridership in the 2010 Existing Houses Program, analyzing how the program influenced participants' decisions and their prior intentions to install energy efficiency measures.

Section 805
program measures. The free-ridership questions were divided into three general categories: program influence, stated intent, and screening/cross-check questions. (Table 2-8, Table 2-9, and Table 2-10)

AI summary The text discusses the categorization of free-ridership questions into three categories: program influence, stated intent, and screening/cross-check questions, referencing specific tables.

Section 806
Table 2-8: Free-ridership Stated Intent Questions Free- Question Question Responses Rider Number Score Now I would like to ask you to consider what actions you would have taken in the absence of the EnerGuide Existing Houses Program. If yo...

AI summary This table presents free-ridership stated intent questions related to the EnerGuide Existing Houses Program, asking respondents what actions they would have taken without participation, including postponing upgrades, not making upgrades, or making fewer upgrades.

Section 808
made through the program Don‘t know 25% Stated Intent Score = average of FR3a, FR3b, FR3c+ci, and FR3d. Table 2-9: Free-ridership Program Influence Questions Free- Question Question Responses Rider Number Score How influential were the fol...

AI summary The text presents data from a survey assessing the influence of various program elements on participants' decisions to install equipment or make energy efficiency upgrades through the EnerGuide Existing Houses program. Responses are categorized by influence scores, with incentives or rebates being the most influential factor.

Section 811
Table 2-10: Free-ridership Screening and Cross-check Questions Free- Question Question Responses Rider Number Score Screening Planned and Did you have any specific plans to pursue any of the recommended installed Q15 improvements that you...

AI summary This table outlines free-ridership screening questions related to the EnerGuide for Existing Houses program, including whether participants had planned or installed energy efficiency improvements prior to engagement and whether they contacted contractors before an energy audit.

Section 812
t Check Nova Scotia Power paid $[prompt with actual incentive] for the energy efficient upgrades made to your home. If you had not Yes FR4. received the incentive from Nova Scotia Power, could your budget No N/A have accommodated the full...

AI summary Nova Scotia Power provided incentives for energy-efficient home upgrades. NMR categorized respondents into full, partial, and non-free-riders based on their responses to questions about pre-existing plans, contractor contact, and budget accommodation. Full free-riders were those who would have installed the same measures without the program.

Section 813
pgrades including the incentive: NMR Evaluation of 2010 Existing Houses Program Page 16 FR4 = YES (see Table 2-10) AND  They said that, in the absence of the EEH program, they would have made the same amount of energy efficient upgrades a...

AI summary The document evaluates the 2010 Existing Houses Program, identifying free-riders and non-free-riders based on their responses. One respondent was classified as a full free-rider, while three were identified as non-free-riders who would not have made energy efficiency upgrades without the program.

Section 814
Among the 70 respondents, three respondents were classified as non-free-riders (0%). Two of these respondents had installed programmable thermostats and one reported having installed pipe insulation. 2.6.3 Partial Free-riders Respondents n...

AI summary The document discusses the classification of respondents in the EEH program, identifying three non-free-riders who installed energy-efficient measures. It describes the methodology used to calculate partial free-ridership rates based on stated intentions and program influence, with an example illustrating the calculation of a free-ridership rate.

Section 815
(0%)  FR3b = No (50%)  FR3c = Yes; FR3ci = Somewhat (25%)  FR3d = Yes (50%) 2.6.3.2 Program Influence In order to determine the influence of the program on respondents, they were asked to rate the influence of three program elements on...

AI summary The text discusses the influence of a program on respondents' decisions to install energy-efficient measures, with ratings indicating varying levels of influence. It also describes a method used to assess the impact of budget constraints on program participation, adjusting free-ridership rates based on respondents' ability to afford projects without the program.

Section 816
their budget could have accommodated the project, no adjustments were made, if they said their budget could not have accommodated the project, their free- rider stated intent score was reduced to 25%. 2.6.4 Combining Scores and Weighting F...

AI summary The document outlines the methodology used by NMR to calculate free-ridership rates for the 2010 EEH program. The free-ridership rate was determined to be 24%, with a net-to-gross ratio of 0.76, which was significantly higher than the 3% rate for 2009. Two different methods were used in 2009 and 2010 for this calculation.

Section 877
2 3 NMR Evaluation of 2010 EnerGuide for Existing Houses Program Page A11 Section 4 – Free-ridership FR1. Did you have any specific plans to pursue any of the recommended improvements that you have installed BEFORE talking with anyone abou...

AI summary The document presents responses to a question about free-ridership in the 2010 EnerGuide for Existing Houses Program, with respondents indicating whether they planned to install energy efficiency measures before engaging with the program.

Section 891
Marketing and Verification: 16. Please explain the various marketing activities utilized by each program. What do you think is particularly good about program marketing? How could program marketing be improved? 17. Overall, how successful...

AI summary The document outlines a series of questions related to program marketing, delivery, success, free-ridership safeguards, coverage gaps, and the adoption of 2009 recommendations. It also asks about program strengths, weaknesses, and potential improvements.

Section 1095
a. Again at the broadest level, what were the areas that were not so successful? b. To what do you trace the difficulties you encountered? How might they be addressed in future programs? Marketing and Verification: 8. Please explain the va...

AI summary The text outlines a series of questions posed to evaluate the success, challenges, and improvements needed for energy efficiency and conservation programs. It covers marketing, delivery, free rider safeguards, program gaps, and a review of past recommendations.

Section 1130
Targets Revised Jan 26 2010. Note, however, that the ENH program manual shows 2010 targets of 1,000 new houses and energy savings of 4.37 GWh; the manual did not include any demand savings target. NMR Evaluation—2010 New Houses Program Pag...

AI summary The 2010 New Houses Program in Nova Scotia had 260 participants, but its impact on energy efficiency was limited due to the new building code raising minimum standards. Participation was driven largely by heat pump incentives, with high free-ridership rates among builders and homeowners. Despite this, participants expressed strong interest in energy efficiency and satisfaction with the program.

Section 1133
Program Participation and Incentive Structure Finding Recommendation NH-F1. NH-R1. Implementation of the NH program entailed multiple phases and a Under these circumstances, the program has two choices variety of people were involved in de...

AI summary The NH program's implementation involved multiple phases and stakeholders. With the EnerGuide 83 minimum requirement, many homes could achieve this rating through heat pump installations, making the program effectively a heat pump initiative. The recommendation suggests raising the EnerGuide level to 85 or 90 over time or exiting the EnerGuide system to provide direct incentives for specific measures.

Section 1162
NMR Evaluation—2010 New Houses Program Page 14 3 Impact Evaluation 3.1 Methodology The NMR team‘s approach to evaluating the 2010 impacts of the NH program was based on a review of the program records to assess the approach taken by the DS...

AI summary The NMR team evaluated the 2010 New Houses Program by reviewing program records and tracking data to assess savings calculations and adjust estimates. A sample of homes was used to update baseline characteristics and calculate savings using HOT2000 and REM/Rate software. Free-ridership rates were determined via a survey of 47 participants. Total tracked savings for 2010 were 1,700 MWh at the meter and 1,900 MWh at the generator.

Section 1194
eling the addition of a heat pump to a home with a central heating system or different envelope characteristics may influence a difference in pre and post EnerGuide ratings that those discussed here. NMR Evaluation—2010 New Houses Program...

AI summary The document discusses the evaluation of the 2010 New Houses Program, focusing on free-ridership. Respondents were asked about their plans to pursue program measures before participation and the influence of the program on their decisions. Questions were divided into three categories: program influence, stated intent, and screening/cross-check questions.

Section 1200
N/A of the energy efficient upgrades incorporated into this home Don‘t know including the incentives? Refused Based on their responses to these questions, NMR divided respondents into three distinct groups:  Full free-riders – Those parti...

AI summary The text discusses the classification of respondents into full, non, and partial free-riders based on their energy efficiency upgrade behaviors. Full free-riders are those who would have installed the same energy efficiency measures even without the program, as identified by NMR.

Section 1201
R2b = 1 (see Table 3-13) Among the four builders who responded to the survey, three were classified as full (100%) free- riders. Sixteen of the 43 homeowners in the 2010 sample were full free-riders. 3.7.2 Non-Free-riders Respondents were...

AI summary The document discusses the classification of free-riders in the context of the EnerGuide for New Houses program. It identifies full free-riders among builders and homeowners, and outlines criteria for identifying non-free-riders and partial free-riders based on survey responses.

Section 1202
of their responses to free-ridership questions. The NMR Evaluation—2010 New Houses Program Page 30 analysis of responses followed the method outlined by Research Into Action for the Energy Trust of Oregon in their 2006 document ―Free-Rider...

AI summary The analysis evaluates free-ridership in the 2010 New Houses Program by calculating free-ridership rates based on respondents' stated intentions and program influence. Two rates are calculated and averaged to determine a final free-ridership rate.

Section 1203
e one meant the program had ‗had no influence at all‘ on their decision and five meant that the program had been ‗extremely influential‘ to their decision to improve the energy efficiency of the home. 3.7.3.3 Impact of Budget For responden...

AI summary The evaluation of the 2010 New Houses Program found that the program had varying levels of influence on respondents' decisions to improve home energy efficiency, with some stating it had no influence and others saying it was extremely influential. A cross-check was performed for respondents with a 50% free-ridership rate based on their budget's ability to accommodate the project without the program.

Section 1204
core was reduced to 25%. NMR Evaluation—2010 New Houses Program Page 31 3.7.4 Combining Scores and Weighting Finally, to compute the overall free-ridership rate for each participant, their free-rider stated intent score was averaged with t...

AI summary This section discusses the evaluation of the 2010 New Houses Program, focusing on free-ridership rates calculated using different methods in 2009 and 2010. The overall free-ridership rate in 2010 was 54%, similar to 2009, with a net-to-gross ratio of 0.46.

Section 1205
letely revised the free-ridership questions included in the 2010 survey and mirrored the free-ridership calculations developed for the Energy Trust of Oregon by Research into Action. Table 3-16: Free-ridership 2009 2010 Builders Homeowners...

AI summary The document discusses a revised free-ridership analysis in 2010, comparing it to the 2009 methodology. It found that homes with lower EnerGuide ratings had higher free-ridership rates, suggesting that raising the building code to require higher EnerGuide ratings reduced free-ridership.

Section 1206
er comparison was not done. NMR Evaluation—2010 New Houses Program Page 32 Table 3-17: Free-ridership by EnerGuide Rating 2010 Builders Homeowners Total Sample size 4 43 47 All respondents greater than or equal to EG80 79% 52% 54% Responde...

AI summary The 2010 New Houses Program's energy savings were adjusted for free-ridership, estimating 680 MWh of energy and 810 kW of demand savings. These figures fell short of the energy savings target of 2.0 GWh but exceeded the demand savings target of 640 kW.

Section 1302
Marketing and Verification: 17. Please explain the various marketing activities utilized by each program. What do you think is particularly good about program marketing? How could program marketing be improved? 18. Overall, how successful...

AI summary The text outlines a series of questions related to program marketing, delivery, success, free-ridership safeguards, coverage gaps, and evaluation of past recommendations. It also asks about program strengths, weaknesses, and needed improvements.

Section 1388
allations 2,772 593 20,906 637 6,237 256 Spillover rate 4% 1% 5% 1% 1% 4% 3.5 Free-ridership In order to determine the extent of free-ridership, participants were asked a series of questions related to their plans to pursue program measure...

AI summary The document discusses free-ridership in the context of the 2010 Efficient Lighting Products Direct Install Program. Participants were asked about their plans to install program measures before joining and the program's influence on their decisions. Questions were categorized into program influence, stated intent, and screening/cross-check questions.

Section 1395
Table 3-10: CFL Free-ridership Screening and Cross-check Questions Free- Question Question Responses Rider Number Rate Screening Yes – CFLs and LEDs Did your organization have any specific plans to install Yes – just CFLs FR1. CFLs or LED...

AI summary The text presents a table with questions related to free-ridership screening for the Efficient Lighting Products Program. It asks organizations whether they had plans to install CFLs or LED exit lights prior to the program and whether their budgets could have accommodated the cost of installing these lights without the program.

Section 1397
1 and FR2h = 1 (see Table 3-8) NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 19 Among the 75 respondents who, according to program records, had CFLs installed by the DI program, five respondents were classi...

AI summary The evaluation of the 2010 Efficient Lighting Products Direct Install Program found that among participants with CFLs installed, 5 were classified as full free-riders and 5 as non-free-riders, while among those with LED exit lights, none were full free-riders and only one was a non-free-rider. The criteria used to classify free-riders included pre-existing plans, influence of program elements, and installation intentions without the program.

Section 1398
records, had LED exit lights installed by the DI program, only one was classified as a non-free-rider (0%). According to program records, this respondent had 4 LED exit signs installed by the program. 3.5.3 Partial Free-riders Respondents...

AI summary The DI program installed LED exit lights for respondents, but only one was classified as a non-free-rider. Partial free-ridership values were assigned to respondents based on their stated intentions and the influence of the program, using a method outlined by Research Into Action in 2006.

Section 1399
-8. Based on their responses, NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 20 each respondent was assigned a free-rider rate for each question and then their overall stated intention free-ridership rate wa...

AI summary The text discusses the evaluation of the 2010 Efficient Lighting Products Direct Install Program, including the calculation of free-rider rates based on respondents' answers and the impact of the program on their decisions to install energy-efficient lighting. It also mentions a cross-check involving budget considerations for respondents with a 50% free-rider rate.

Section 1400
d their budget could have accommodated the project, no adjustments were made; if they said their budget could not have accommodated the project their free-rider stated intent score was reduced to 25%. 3.5.4 Combining Scores and Weighting F...

AI summary The document discusses the calculation of free-ridership rates for the Direct Install (DI) program in 2010, using a combination of stated intent scores and program influence scores, weighted by the number of CFLs and LEDs installed. The free-ridership rates for the CFL portion was 22%, and for the LED portion was 13%. The document also notes that NMR used different methods to calculate free-ridership between 2008 and 2010.

Section 1401
Report. Submitted June 16, 2003 NMR Evaluation of 2010 Efficient Lighting Products Direct Install Program Page 21  In 2009, NMR used a similar approach as in 2008. However, for the 2009 free-ridership calculations, the NMR team adopted th...

AI summary The report evaluates the 2010 Efficient Lighting Products Direct Install Program, detailing changes in free-ridership calculation methods from 2008 to 2010. In 2009, NMR used an arithmetic mean and a more conservative scoring method, and in 2010, the methodology was revised based on the DSM Administrator's symposium and aligned with the Energy Trust of Oregon's approach. The net-to-gross ratio for the 2010 program was 77% for CFLs and 83% for LED Exit Lights.

Section 1501
Findings and Recommendations Finding Recommendation BER-F1. BER-R1. Unlike the C&I Custom program, the BER program did not incorporate While higher levels of free-ridership may be acceptable for any checks to ensure that participants do no...

AI summary The BER program lacks checks to ensure participants do not proceed without funding from the DSM Administrator, unlike the C&I Custom program. Free-ridership was low for C&I Custom but high (46%) for BER. As BER matures, it should adopt a screening process for larger projects. Awareness and outreach by contractors are recommended to improve customer engagement.

Section 1545
DSM Administrator had begun offering incentives for energy efficiency projects the participant had made every attempt to take advantage of rebates and incentives for all projects they implemented. 7 We used a factor of 1.069 to calculate t...

AI summary The DSM Administrator provided incentives for energy efficiency projects, and participants attempted to take advantage of rebates for all implemented projects. The evaluation used a 1.069 factor to calculate generator savings and discussed spillover effects from program participation. The free-ridership analysis focused on respondents whose projects were credited to the 2010 program year and included questions on program influence and intent.

Section 1546
program measures. The free-ridership questions were divided into three general categories: program influence, stated intent, and screening/cross-check questions. (Table 3-8, Table 3-9, and Table 3-10)

AI summary The free-ridership questions in the program were categorized into three types: program influence, stated intent, and screening/cross-check questions, as detailed in Tables 3-8, 3-9, and 3-10.

Section 1547
Table 3-8: Free-ridership Stated Intent Questions Free- Question Question Responses Rider Number Score Now I would like to ask you to consider what actions you would have taken in the absence of the BER program. If your company / organizat...

AI summary This table presents free-ridership stated intent questions related to the Building Energy Retrofit (BER) program, asking respondents what actions they would have taken in the absence of the program, including delaying installation or choosing less efficient equipment.

Section 1550
0% FR4e. NSPI funded feasibility study Don‘t know 25% Program Influence Score = maximum of FR4a, FR4b, FR4c, FR4d and FR4e. NMR Evaluation of 2010 Prescriptive Rebate Programs Page 21 Table 3-10: Free-ridership Screening and Cross-check Qu...

AI summary The text discusses the evaluation of 2010 prescriptive rebate programs, focusing on free-ridership screening through questions such as whether organizations had prior plans to pursue specific measures and whether they could have afforded projects without incentives.

Section 1551
s FR3. Power, could your budget have accommodated the full cost of the No N/A project including the incentive? Don‘t know Based on their responses to these questions, NMR divided respondents into three distinct groups:  Full free-riders –...

AI summary The document classifies respondents into free-riders based on their pre-existing plans, budget capacity, and installation intentions. Two of six respondents were identified as full free-riders, contributing significantly to energy and demand savings, both within the sample and the broader population.

Section 1553
fficient equipment in the absence of the program: Free-rider rate for FR2ci = Significantly less (see Table 3-8) Among the six respondents, none were classified as non-free-riders (0%). 3.5.3 Partial Free-riders Respondents not identified...

AI summary The document evaluates the free-rider rate for participants in the BER program. It discusses how respondents were classified as full or partial free-riders based on their stated intentions and the influence of the program. None of the six respondents were classified as non-free-riders, and the analysis used methods outlined by Research Into Action for the Energy Trust of Oregon.

Section 1554
(0%)  FR2b = No (50%)  FR2c = Yes; FR2ci = Somewhat (25%)  FR2d = Yes (50%) Program Influence In order to determine the influence of the program on respondents, they were asked to rate the influence of five program elements on their dec...

AI summary The document discusses the methodology used to determine free-ridership rates for the Building Energy Retrofit (BER) program in 2010. Respondents were asked about the influence of the program on their decisions and whether their budgets could have accommodated the project without the program. The free-ridership rate was calculated by averaging stated intent scores and program influence scores, resulting in a 46% free-ridership rate.

Section 1572
nected and peak demand savings at the meter were 2,040.0 kW and 1,324.0 kW, respectively. At the generator, the connected demand savings were 2,191.0 kW, while the peak demand savings were 1,422.0 kW. Table 4-5: Gross SLC Savings Summary D...

AI summary The text presents energy savings data from the SLC program, including meter and generator-level savings for lamps and systems, along with connected and peak demand reductions. It also discusses free-ridership estimates from the 2010 SLC evaluation, which relied on findings from the 2009 evaluation, estimating a 16% free-ridership rate and no spillover.

Section 1573
for their recently-installed HP T8 lighting systems. Based on these responses, we estimated a free-ridership value of 16%. In 2009, NMR estimated that the SLC program had resulted in no spillover. NMR Evaluation of 2010 Prescriptive Rebate...

AI summary The document discusses the evaluation of the 2010 SLC program, estimating a free-ridership value of 16% and net energy and demand savings. It also outlines the process evaluation methodology for the 2010 BER program, including interviews and surveys conducted.

Section 1583
2 NMR Evaluation of 2010 Prescriptive Rebate Programs Page 38 Nearly all of the respondents (ten out of eleven) reported that they had experienced no barriers to participating in the BER program. The one respondent who had reported facing...

AI summary Nearly all respondents (10 out of 11) reported no barriers to participating in the BER program, with one respondent citing delays in eligibility determination. The section also discusses free-ridership and spillover effects, examining participants' energy efficiency intentions and actions before and after program participation.

Section 1584
atus. In addition, respondents were asked about any energy efficient actions taken since participating in the program and the extent to which the BER program had influenced them to take these actions. 5.6.1 Free-ridership Respondents were...

AI summary The evaluation of the 2010 Prescriptive Rebate Programs includes questions about energy-efficient actions taken by respondents and their prior plans to install upgrades. Seven out of nine respondents had specific plans to install upgrades before participating in the BER program.

Section 1606
E] 99. (Refused) – [CONTINUE] NMR Evaluation of 2010 Business Energy Rebate Program Page A7 FREE-RIDERSHIP [FR series] [ASK EACH QUESTION IN THIS SECTION FOR EACH MEASURE CATEGORY VERIFIED IN V1 –V5] FR1. Did your company / organization ha...

AI summary This section of the document evaluates the 2010 Business Energy Rebate Program by asking participants about their prior plans, alternative actions without the program, and whether the rebate influenced their budgeting for energy-efficient upgrades.

Section 1613
cility open? [998 = Don’t know, 999 = Refused] NMR Evaluation of 2010 Business Energy Rebate Program Page A14 F5. Is your company independent, or part of a larger company? 1. Independent 2. Part of a larger company 98. (Don‘t know) 99. (Re...

AI summary This document is part of an evaluation of the 2010 Business Energy Rebate Program, focusing on free-ridership and spillover effects. It includes a participant interview guide used by NMR Group, Inc. to gather information from respondents regarding their interactions with Nova Scotia Power's energy efficiency programs and any additional upgrades they have implemented.

Section 1618
ith NSPI staff [Does this vary by program at all?] e. Project implementation f. Rebate amounts [Does this vary by program at all?] g. Measurement and verification h. Application, rebate/incentive and associated paperwork [Does this vary by...

AI summary The text includes questions about rebate programs offered by NSPI, focusing on implementation, rebate amounts, and free-ridership. It also asks about energy efficiency improvements and whether the company would have taken similar actions without the rebate programs.

Section 1629
primary motivations for participating in the program? What are the major barriers to their participation in the program? 20. What has changed about the program since the beginning, and why? Marketing and Verification: 21. Please explain th...

AI summary The text outlines a set of questions related to energy efficiency programs, focusing on participant motivations, barriers, program changes, marketing strategies, program success, delivery improvements, free-ridership safeguards, and coverage gaps. It also mentions an evaluation of a specific program, the Commercial and Industrial Custom Program 2010, from February 25, 2011.

Section 1643
Program Design and Delivery Finding Recommendation C&I-F1. C&I-R1. The C&I Custom program incorporated checks to ensure that The DSM Administrator should continue to include free- participants would not proceed with project implementation...

AI summary The C&I Custom program had low but increasing free-ridership levels, which may become a concern if they continue to rise. The program also faced challenges with a compressed timeframe for evaluation and M&V activities, affecting the timely incorporation of results into the tracking system.

Section 1669
ce the DSM Administrator began offering incentives for C&I energy efficiency projects, they have made every attempt to take advantage of rebates and incentives for all projects they have implemented. 2.6 Free-ridership In order to determin...

AI summary The document discusses the DSM Administrator's efforts to take advantage of rebates and incentives for C&I energy efficiency projects, and outlines the methodology used to assess free-ridership by asking participants about their pre-program plans and the program's influence on their decisions.

Section 1670
l program measures. The free-ridership questions are divided into three general categories: program influence, stated intent, and screening/cross-check questions (Table 2-6, Table 2-7, and Table 2-8).

AI summary The text discusses free-ridership questions divided into three categories: program influence, stated intent, and screening/cross-check questions, referencing tables 2-6, 2-7, and 2-8.

Section 1671
Table 2-6: Free-ridership Stated Intent Questions Free- Question Question Responses Rider Number Score Now I would like to ask you to consider what actions you would have taken in the absence of the C&I Custom program. If your company / or...

AI summary This table presents responses to questions about free-ridership in the C&I Custom program, asking participants what actions they would have taken if they had not participated. The data shows that 50% of respondents would have installed the same amount of energy-efficient equipment, while others indicated they would have postponed or installed less efficient equipment.

Section 1673
lled through the program Don‘t know 25% Stated Intent Score = average of FR2a, FR2b, FR2c+ci, and FR2d. Table 2-7: Free-ridership Program Influence Questions Free- Question Question Responses Rider Number Score How influential were the fol...

AI summary The text presents survey data on the influence of various factors in the decision to participate in the C&I Custom program, including incentives, installation contractors, and NSPI representatives. The data indicates varying levels of influence, with the NSPI incentive being the most influential.

Section 1674
0% FR4e. NSPI funded feasibility study Don‘t know 25% Program Influence Score = maximum of FR4a, FR4b, FR4c, FR4d and FR4e. NMR Evaluation of 2010 C&I Custom Program Page 10 Table 2-8: Free-ridership Screening and Cross-check Questions Fre...

AI summary The text discusses the evaluation of the 2010 C&I Custom Program, including a table on free-ridership screening and cross-check questions. It includes responses to questions about whether the organization had plans to pursue specific measures prior to the program and whether the company could have accommodated the full cost of the project without the incentive.

Section 1675
es FR3. Power, could your budget have accommodated the full cost of the No N/A project including the incentive? Don‘t know Based on their responses to these questions NMR divided respondents into three distinct groups:  Full free-riders –...

AI summary The document evaluates the 2010 C&I Custom Program by classifying respondents into free-riders based on their pre-existing plans, budget capacity, and installation intentions. None of the 13 respondents were classified as full free-riders.

Section 1677
were classified as non-free-riders (0%). According to program records, these four respondents account for 49% of the total energy and 45% of the total demand savings for the sample of 13 respondents. 2.6.3 Partial Free-riders Respondents n...

AI summary The document discusses the classification of respondents in the C&I Custom program as non-free-riders, partial free-riders, and the methodology used to calculate free-ridership rates based on stated intentions and program influence.

Section 1678
(0%)  FR2b = No (50%)  FR2c = Yes; FR2ci = Somewhat (25%)  FR2d = Yes (50%) 2.6.3.2 Program Influence In order to determine the influence of the program on respondents, they were asked to rate the influence of five program elements on t...

AI summary Respondents were asked to rate the influence of program elements on their decision to install energy efficient lighting, with ratings ranging from 1 to 5. A cross-check was performed to assess the impact of budget on project accommodation, adjusting free-rider stated intent scores based on whether the budget could accommodate the project without the program.

Section 1679
their budget could have accommodated the project, no adjustments were made; if they said their budget could not have accommodated the project, their free- rider stated intent score was reduced to 25%. 2.6.4 Combining Scores and Weighting F...

AI summary The document discusses the methodology used to calculate free-ridership rates for the C&I program between 2008 and 2010. Adjustments were made to free-rider scores based on budget capacity, and weighting methods were applied in 2008 and 2009. In 2010, an unweighted average was used due to potential skewing from a small number of respondents. NMR used different methods across the years, including a multiplicative approach and arithmetic mean for certain components.

Section 1680
e use of an arithmetic mean for two components of the 5 See Section 3.6 6 PA (2003) Standardized Methods for Free-Ridership and Spillover Evaluation—Task 5 Final Report. Submitted June 16, 2003 NMR Evaluation of 2010 C&I Custom Program Pag...

AI summary The document discusses the evaluation of the 2010 C&I Custom Program, focusing on free-ridership calculations and the net-to-gross ratio. It outlines changes in methodology, including the use of an arithmetic mean and a more conservative scoring method, as well as a revision of free-ridership questions based on a symposium and the Energy Trust of Oregon's approach.

Section 1687
of the DSM Administrator. NMR Evaluation of 2010 C&I Custom Program Page 17  Incentives could not exceed $0.15 per kWh of first-year projected energy savings;  Incentives could not exceed a prorated share of the total C&I incentive budge...

AI summary The C&I Custom Program set incentive limits based on energy savings and budget constraints. Free-ridership checks ensured that only projects needing financial assistance would qualify, with criteria including inability to meet investment thresholds or raise capital.

Section 1912
(To take advantage of program incentives) NMR Evaluation of 2010 C&I Custom Program Page C5 2. (To see what else I should be doing as part of a planned project) 3. (To save on energy costs/bills) 4. (To reduce maintenance costs) 5. (To imp...

AI summary The text outlines participant motivations for energy efficiency measures, including cost savings, environmental benefits, and recommendations from utility representatives. It also includes instructions for evaluating multiple measures and addressing free-ridership in a program evaluation context.

Section 1913
EAT Q 13-14 FOR EACH MEASURE AND DO NOT ASK Q15 AGAIN. ASKING Q15 ONCE IS SUFFICIENT. FREE-RIDERSHIP [ASK EACH QUESTION FR1 - FR FOR THE FEASIBILITY STUDY AND EACH MEASURE RECALLED] FR1. Did your company / organization have any specific pl...

AI summary The text outlines a set of questions related to free-ridership in the context of the Commercial and Industrial Custom Program. It asks whether the company had specific plans to pursue certain measures prior to engaging with the program and considers what actions would have been taken in the absence of the program.

Section 1943
ith NSPI staff [Does this vary by program at all?] e. Project implementation f. Rebate amounts [Does this vary by program at all?] g. Measurement and verification h. Application, rebate/incentive and associated paperwork [Does this vary by...

AI summary The text includes questions about energy efficiency programs administered by NSPI, focusing on rebate implementation, free-ridership, and the impact of rebate programs on company behavior. It asks whether companies would have taken energy efficiency actions without the programs and how rebate amounts, paperwork, and implementation vary by program.

Section 1958
ation was based on in-depth interviews with the DSM Administrator‘s staff, Delivery Agents, the Materials Vendor and the Recycling Contractor as well as a telephone survey of 65 program participants. Impact Evaluation Findings The impact e...

AI summary The impact evaluation of the 2010 SBLS program found that the program achieved 11,210 MWh of energy savings and 1,529.5 kW of demand savings, falling short of the energy and demand savings goals. The evaluation used interviews, surveys, and program records to estimate free-ridership and spillover effects.

Section 1959
nerator 1,758.5 12,944 Net-to-Gross Ratio (%) 87.0% 86.6% Net annual savings at generator 1,529.9 11,210 Key Findings The net energy impacts of the SBLS program have increased steadily since 2008. They have more than tripled from 1,522 MWh...

AI summary The SBLS program's net energy impacts have increased significantly since 2008, with customer satisfaction remaining high. NMR recommended monitoring Delivery Agents and Contractors to maintain quality and satisfaction. In 2010, customer satisfaction remained strong despite program expansion.

Section 1966
uirements. SBLS-F5. SBLS-R5. Some respondents cited barriers to implementing additional energy At the time of participant contact, the DSM Administrator efficiency measures (beyond those covered by the program) including should continue to...

AI summary Respondents identified barriers to implementing additional energy efficiency measures, including lack of financing and information. The SBLS program was found to be a crucial source of assistance for small businesses, with low free-ridership indicating its effectiveness in encouraging energy efficiency improvements.

Section 1975
2.1 Research Design Consistent with the free ridership summit recommendation, The NMR Team performed a billing analysis to determine the impacts of the SBLS Program. This evaluation methodology encountered two critical issues that resulted...

AI summary The evaluation of the SBLS Program faced challenges due to incomplete billing data and the inability to form a representative control group. As a result, the performance of the 2010 program was based on site work from 2008, and the 2011 evaluation is recommended to use time-of-use metering for better accuracy.

Section 1989
e participant from program records EstEnergySav = Estimated energy savings for the participant from program records QuanAddLight = Percentage of additional lighting installed as reported in the survey Table 2-6: Spillover 2008 2009 2010 Sa...

AI summary The document discusses free-ridership in the context of the 2010 Small Business Lighting Solutions Program, analyzing participants' pre-program intentions and the influence of the program on their decisions. It includes survey data and categorizes questions into program influence, stated intent, and screening/cross-check categories.

Section 1991
Table 2-7: CFL Free-ridership Stated Intent Questions Free- Question Question Responses Rider Number Score Now I would like to ask you to consider what actions you would have taken in the absence of the Small Business Lighting Solutions Pr...

AI summary The table presents free-ridership stated intent questions related to the Small Business Lighting Solutions Program, asking respondents what actions they would have taken if they had not participated in the program. The responses indicate varying degrees of impact on energy-efficient lighting installation.

Section 1994
5 0% Don‘t know 25% Program Influence Score = maximum of FR4a, FR4b, or FR4c. NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 12 Table 2-9: CFL Free-ridership Screening and Cross-check Questions Free- Question Questio...

AI summary The document evaluates the 2010 Small Business Lighting Solutions Program, focusing on free-ridership screening through a series of questions. It assesses whether businesses would have pursued lighting improvements without the program's incentives and considers the financial impact of the program on participants.

Section 1995
Don‘t know including the incentive? Again, the full cost of the project would have been [prompt with project cost]. Based on their responses to these questions NMR divided respondents into three distinct groups:  Full free-riders – those...

AI summary The text discusses the classification of respondents into full free-riders, non-free-riders, and partial free-riders based on their participation in an energy efficiency program. It outlines specific criteria used to identify full free-riders and provides statistics on their impact.

Section 1996
gy (0.09%) and demand (0.14%) savings for the sample of 65 respondents. 2.6.2 Non-Free-riders Respondents were identified as non-free-riders if they simultaneously met the following three criteria: NMR Evaluation of 2010 Small Business Lig...

AI summary The document evaluates the 2010 Small Business Lighting Solutions Program by analyzing free-ridership rates among 65 respondents. It identifies non-free-riders and partial free-riders based on criteria such as pre-existing plans, program influence, and stated intentions. Only two respondents were classified as non-free-riders, contributing 7.2% of total energy savings and 7.6% of demand savings.

Section 1997
ing the influence of the program. After calculating the individual free- ridership rates for stated intentions and program influence, the results are averaged to determine a final free-ridership rate. 2.6.3.1 Stated Intentions In order to...

AI summary The document evaluates the free-ridership rate of the Small Business Lighting Solutions (SBLS) program by analyzing respondents' stated intentions and the influence of the program on their decisions. Respondents were asked about their actions without the program and how the program influenced their installation of energy-efficient lighting.

Section 1998
ll energy efficient lighting. NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 14 2.6.3.3 Impact of Budget For respondents who received a stated intentions free-ridership rate of 50%, a cross-check was performed with a...

AI summary The evaluation of the 2010 Small Business Lighting Solutions Program considers the impact of budget constraints on free-ridership rates, adjusting the free-rider stated intent score based on whether the project could have been accommodated within the respondents' budgets.

Section 1999
their budget could have accommodated the project no adjustments were made; if they said their budget could not have accommodated the project, their free- rider stated intent score was reduced to 25%. 2.6.4 Combining Scores and Weighting Fi...

AI summary The document outlines the methodology used to calculate free-ridership rates for the SBLS program between 2008 and 2010. Adjustments were made to scoring methods and weighting factors, with the 2010 free-ridership rate for demand savings at 13.1% and energy savings at 13.6%. Multiple calculation methods were used across the years, including changes in scoring and survey questions.

Section 2000
mpletely revised the free-ridership questions included in the 2010 survey and mirrored the free-ridership calculations developed for the Energy Trust of Oregon by Research into Action. Table 2-10: Free-ridership9 2008 2009 2010 Demand Ener...

AI summary The document discusses the evaluation of the 2010 Small Business Lighting Solutions Program, focusing on free-ridership rates and the net-to-gross ratio. It highlights that the net-to-gross ratio for the program was 86.6% for energy savings and 87.0% for demand savings, but the actual savings fell short of the goals set for the program year.

Section 2004
Agent and Recycling Contractor. NMR Evaluation of 2010 Small Business Lighting Solutions Program Page 17 Table 3-1: Final Sample Population Sample Region N = 418 n= 65 Cape Breton 8% 8% Central 28% 32% Dartmouth 30% 25% Halifax 8% 6% South...

AI summary The document evaluates the 2010 Small Business Lighting Solutions (SBLS) program through a participant survey, focusing on spillover effects, free-ridership, participant motivations, and energy attitudes. It also discusses sampling error in the telephone surveys conducted as part of the evaluation.

E-32010 Savings Verification Study 3/25/2011 9 passages
Basic Findings and Recommendation p. p. 5
Basic Findings and Recommendation There are two basic findings in this 2010 savings verification study: - Finding 1: All of the 2010 DSM programs were competently administered by the DSM Administrator. This finding is based on the NMR eval...

AI summary The 2010 savings verification study found that DSM programs were competently administered, with NMR evaluations supporting the findings. The study recommends accepting NMR results for energy savings and demand reduction, except for a 10% adjustment for Efficient Products-Direct Install. Some areas for improvement were identified, including internal program control and electrical measurement.

Specific Action Items p. p. 5
records would be tallied for the year to support existing record keeping with more exact physical detail. The evaluation principle here is documentation of physical materiality of exact replacements. Recommendation 8: The DSM Administrator...

AI summary The text outlines recommendations for improving DSM program evaluations, emphasizing separation of completed vs. committed projects, clarifying program types (Resource Acquisition vs. Market Transformation), and addressing high free-ridership rates (60-85%) through measures like Energy Star tier selection and Top Ten certifications.

(1) 2010 Commercial & Industrial Custom Program (C&I) p. p. 20
(1) 2010 Commercial & Industrial Custom Program (C&I) The Commercial and Industrial (C&I) Custom Program was first implemented in the 2008 program year. The program provides financial incentives to large commercial and industrial customers...

AI summary The 2010 Commercial & Industrial Custom Program provides financial incentives to large commercial and industrial customers who complete energy studies and implement energy efficiency measures. The program includes data tracking, free-ridership screening, and monitoring processes. A centralized data system was implemented in 2010, though further refinement is needed.

Overall Combined Energy Savings and Demand Reductions p. p. 20
Overall Combined Energy Savings and Demand Reductions Combining the estimates of gross savings for the three categories of equipment installed through the BER program in 2010, and using a factor of 1.069 to calculate the generator level sa...

AI summary The Business Energy Rebates (BER) program in 2010 achieved 932.0 MWh of gross energy savings and 134.8 kW peak demand reduction, but after accounting for a 46% free-ridership rate, net savings were 503.3 MWh and 72.8 kW. The program is recommended for continuation and expansion due to its success and potential, though measures to reduce free-ridership are advised.

(3) 2009 Direct Install (Small Business Lighting Solutions Program – SBLS) p. p. 20
(3) 2009 Direct Install (Small Business Lighting Solutions Program – SBLS) In 2010, the program was expanded to cover Nova Scotia, with six service areas. The program had relatively low levels of free-ridership (about 13% in 2010) which fi...

AI summary The 2009 Small Business Lighting Solutions Program (SBLS) was expanded in 2010 to cover Nova Scotia with six service areas. Free-ridership was low (13%), and customer satisfaction remained high. In 2011, the program switched to multiple materials vendors to address supply and timing constraints. The program offers lighting retrofits at 20% of installed cost, with the DSM Administrator covering the remaining 80%, and financing options available.

(4) 2010 Efficient Products Retail - Power Down Program (PD) p. p. 20
(4) 2010 Efficient Products Retail - Power Down Program (PD) The Power Down program provides in-store rebates and coupons for the purchase of CFLs, Energy Star appliances (refrigerators and clothes washers), indoor light fixtures and contr...

AI summary The Power Down program offers in-store rebates and coupons for energy-efficient products like CFLs and Energy Star appliances. Evaluated savings are consistent with well-designed programs, though free-ridership issues exist, suggesting potential modifications to reduce such effects.

(6) 2010 EnerGuide for Existing Houses (EEH) p. p. 20
int of 1,047 kWh in contrast to the estimate used by the program of 1,032.88 kWh. This sample of 71 houses is then shown by NMR to reasonably represent the set of houses served by the program in 2010. Using information from a recent Ontari...

AI summary The 2010 EnerGuide for Existing Houses (EEH) program achieved significant energy savings, exceeding its goals by nearly double. NMR's analysis showed program and evaluated savings were close, within two percent. Free-ridership was estimated at 24%, and the program's results were described as excellent performance.

(7) 2010 EnerGuide for New Houses & Performance Plus Program (NH) p. p. 20
evelopment of a modelled baseline against which to assess home performance. Due to the change in the building code, NMR constructed two baselines using Hot2000:24 one for homes built prior to the code 23 In a market transformation perspect...

AI summary The text discusses the development of a baseline model using Hot2000 to assess home performance under the 2010 EnerGuide for New Houses and Performance Plus Program. It also mentions the impact of a new building code on baseline construction and the strategy to address free ridership by increasing incentives and raising participation requirements.

Challenges p. p. 20
Challenges The NMR Executive Summary notes the challenges faced by Efficiency Nova Scotia Corporation in moving forward to meet goals in a context in which some programs are being affected by new lighting standards and housing codes while...

AI summary Efficiency Nova Scotia Corporation faces challenges in meeting goals due to new lighting standards, housing codes, and the withdrawal of federal support for the Residential Existing Houses program. NMR proposes solutions to address these issues and free-ridership in some programs.

E-5-(i)ENSC (CA) IR-1 to IR-55 3/29/2011 2 passages
Section 10
Request IR-16: Did ENSC amend the manner in which it evaluates free ridership and spill over in the design of the 2012 DSM Plan Programs and, if so, how has this been done. Response IR-16: ENSC has not proposed an amendment to free ridersh...

AI summary ENSC has not proposed an amendment to free ridership and spillover evaluation methodology for the 2012 DSM Plan. However, ENSC plans to revisit these methodologies in 2011, and details are provided in EAC IR-43, which outlines the net-to-gross ratios used to determine energy savings.

10
10 2012 DSM Program Average Measure Effective Useful Life 9 For the Commercial & Industrial (C&I) Custom program, free ridership is assessed on a case by 10 case basis through direct customer interaction. By understanding each customer's i...

AI summary The document discusses free ridership assessment in the 2012 DSM Program, particularly for Commercial & Industrial (C&I) Custom programs, and strategies to enhance participation through innovative financing and program design adjustments, such as eligibility thresholds and incentive structures.

E-6ENSC (EAC) IR-1 to IR-43 (Revised April 6, 2011) 3/29/2011 2 passages
Date Filed: March 29, 2011 ENSC EAC IR-40 Page 1 of 1 p. p. 253
Date Filed: March 29, 2011 ENSC EAC IR-40 Page 1 of 1 1 Request IR-41: 2 3 Codes and Standards: A number of opportunities are emerging in the residential and 4 commercial sectors for ENSC to support and promote new energy codes and standar...

AI summary ENSC outlines its approach to identifying and assessing opportunities for new energy codes and standards in residential and commercial sectors, including collaboration with government and participation in committees. It also references prior work on evaluating free ridership and spillover in DSM programs and refers to Multeese IR-12c for further details.

Section 410 p. p. 253
1 Request IR-43: 2 - 3 How has ENSC considered the issues of free-ridership and spillover in developing their - 4 2012 savings estimates? 5 6 Response IR-43: 7 - 8 Net-to-gross is the combined effect of free-ridership and spillover. ENSC u...

AI summary The response to Request IR-43 explains that ENSC considered free-ridership and spillover by using the net-to-gross approach in their 2012 savings estimates. This method accounts for the combined effect of these factors on energy efficiency program outcomes.

E-7ENSC (Multeese) IR-1 to IR-31 3/29/2011 5 passages
Gross and net standard savings p. p. 70
Gross and net standard savings Since the energy savings originate from a product standard, we have assumed full compliance to the new standard. Additionally, NSPI has calculated the energy savings from a transition from regular T8 to high...

AI summary The document discusses energy savings from product standards, assuming full compliance with new standards. NSPI calculated savings from transitioning to high performance T8 lighting, which eliminates the need to consider free-ridership, with a naturally occurring market adoption of 0%.

NON-CONFIDENTIAL p. p. 100
NON-CONFIDENTIAL 1 Request IR-10: 2 monetary savings in the 2012 DSM Plan TRC calculations since these benefits are not 3 easily quantified. This is similar to some Enabling Strategies, such as training, 4 development and research, and edu...

AI summary The text discusses requests and responses related to the 2012 DSM Plan, including the exclusion of participant costs in calculations, the use of TRC and PAC, and the evaluation of free ridership and spill over in 2010 DSM programs. It highlights the challenges in quantifying benefits from non-energy strategies and confirms the methodology differences between years.

Preamble p. p. 100
Free Ridership Calculations: The 2009 methodology used a combined multiplicative and an arithmetic mean to estimate free ridership, based on answers to multiple questions. Similarly, the 2010 methodology used responses to a variety of ques...

AI summary The document discusses free ridership calculation methodologies from 2009 and 2010. The 2009 method used a combined multiplicative and arithmetic mean, while the 2010 method used two arithmetic mean scores averaged together. The 2010 approach is considered an improvement. Additional screening questions were introduced in 2010 to improve accuracy, and challenges in measuring spillover effects are noted.

NON-CONFIDENTIAL p. p. 100
NON-CONFIDENTIAL participant-like spillover 1 1 for measures that had been installed since participation in the 2 program and for which the participant said their participation in the program was 3 responsible. 4 5 b) Net-to-gross is the c...

AI summary The text discusses the concepts of spillover and net-to-gross in the context of energy efficiency programs. Spillover refers to benefits from measures installed by participants, while net-to-gross combines the effects of free ridership and spillover.

NON-CONFIDENTIAL p. p. 100
NON-CONFIDENTIAL 1 2 c) ENSC will seek to further adjust assessment of free ridership and spillover and suggests 3 doing so through consultation with experts and input from stakeholders. Areas for 4 refinement may include, but are not limi...

AI summary ENSC aims to refine the assessment of free ridership and spillover in energy efficiency programs through expert consultation and stakeholder input. Key areas for refinement include adjusting the timing of spillover assessments, broadening methodology to include non-like spillover, and adjusting free ridership scoring based on financial constraints and self-reporting accuracy.

E-10Evidence of George Foote on behalf of CA 4/8/2011 3 passages
Q. Have you testified before this Board?
Q. Have you testified before this Board? - A. No. I have not. - Q. Have you testified before other utility regulatory Boards? - A. Yes. I testified on behalf of the Nova Scotia Department of Energy at the joint National - Energy Board/Cana...

AI summary The witness confirms no prior testimony before this Board but has testified before other regulatory bodies regarding the Deep Panuke Natural Gas Project. Their testimony covers DSM budgets, Enabling Strategies, low-income participation, free ridership, Total Resource Test, and data quality improvements.

FREE RIDERSHIP AND SPILL OVER
FREE RIDERSHIP AND SPILL OVER - Q. Please summarize your conclusions and recommendations with regard to the proposed - treatment of free ridership and spill over. - A. ENSC has not proposed an amendment to free ridership and spill over eva...

AI summary ENSC did not propose changes to free ridership/spill over evaluation methods for 2012, planning to revisit in 2011. It advocates a case-by-case approach and program design to address free ridership. The recommendation emphasizes requiring ENSC to estimate free ridership/spill over for 2012 programs to refine future methodologies.

DATA QUALITY AND EVALUATION
DATA QUALITY AND EVALUATION - Q. Please summarize your conclusions and recommendations with regard to the manner in - which Efficiency Nova Scotia proposes to address the need to improve data quality and - evaluation of forecast energy sav...

AI summary ENSC emphasizes the need for continuous improvement in data quality and evaluation techniques for energy savings forecasts. It recommends including benchmarks such as energy savings, expenditures on low-income households, and free ridership in program evaluations. These metrics are critical for assessing program success and guiding future initiatives.

E-11Evidence of Glenn Reed of Energy Futures Group on behalf of EAC 4/8/2011 1 passage
Preamble p. p. 8
- strategies under reduced pressure to meet any one specific annual incremental savings target. - As noted above, there appear to be a number of additional savings opportunities that could be - pursued in 2012 in the residential sector. -...

AI summary The text argues that Integrated Resource Plan (IRP) targets should guide but not dictate Demand Side Management (DSM) savings goals. It highlights uncertainties in energy efficiency forecasting, particularly regarding free-ridership and spillover effects. Criticisms are raised about the use of net-to-gross (NTG) adjustment ratios in evaluations, noting inconsistencies with Dunsky Consulting reports and underestimation of free-ridership in programs like the Efficient Products Program.

E-12Evidence of Mel Whalen, Multeese Consulting, Board Consultant 4/8/2011 1 passage
13 NSUARB-NSPI-P-884(2), Paragraph 36.
13 NSUARB-NSPI-P-884(2), Paragraph 36. 1 • PAC = Present Worth of costs avoided by the DSM measure (or program) 16 recommend which should be adopted in Nova Scotia. It was recommended that this be in 17 place in time to be used in the eval...

AI summary The document discusses the integration of non-electric DSM programs under ENSC, noting that methods for segregating and assigning costs are well established. It references a session on estimating free riders in DSM programs and mentions ongoing modifications for 2011.

07313Board Order 6/30/2011 1 passage
IT IS FURTHER ORDERED that:
IT IS FURTHER ORDERED that: - 1) With regard to the SVS, the Board is satisfied that ENSC is reviewing the recommendations and orders ENSC to file its response to the recommendations no later than July 31, 2011, for consideration by the Bo...

AI summary The Board orders ENSC to respond to recommendations, improve rate impact data, complete a free ridership study, develop policies for non-electricity programs, continue PDWG engagement, and meet quarterly to review program progress. These actions aim to enhance transparency, stakeholder involvement, and accountability in energy efficiency initiatives.

07314Board Decision 6/30/2011 7 passages
Preamble p. p. 0
NSPI's role in DSM and consequently, whether the DSM Plan it proposes is in the public interest, is cost effective, meets the established objectives, and warrants approval. [2010 NSUARB 155, pp. 5-6] - [3] The shift in responsibility for D...

AI summary The document evaluates NSPI's proposed DSM Plan, focusing on its public interest, cost-effectiveness, and alignment with objectives. Key issues include TRC testing, free ridership, pilot programs, and reporting methods. The Board's Final Issues List outlines evaluation criteria for DSM programs and administrative approaches.

[25] The SVS contains two basic findings: p. p. 0
[25] The SVS contains two basic findings: Finding 1: All of the 2010 DSM programs were competently administered by the DSM Administrator. This finding is based on the NMR evaluations, our review of program documentation and tracking databa...

AI summary The SVS identifies two findings: (1) 2010 DSM programs were competently administered but require improvements in internal control and free-ridership management; (2) NMR's 2010 evaluations met industry standards but need more electrical measurement and support for a Nova Scotia socket study. Recommendations focus on evaluation accuracy and program oversight.

[26] The SVS recommended acceptance of: p. p. 0
[26] The SVS recommended acceptance of: ... the NMR evaluation results for ... 2010, except for a ten percent (10%) cut for Efficient Products-Direct Install. .. [Exhibit E-3, p. 6] [27] Additional recommendations were made in the SVS for...

AI summary The SVS recommended accepting NMR evaluation results for DSM programs, except for a 10% reduction for Efficient Products-Direct Install. Improvements in evaluation methods were suggested, with Dr. Peach emphasizing methodological concerns over NMR results and praising DSM program execution. Data tracking issues were acknowledged but deemed manageable.

5.2 Free Ridership and Spillover p. p. 0
5.2 Free Ridership and Spillover [89] The Board in its Decision on the 2011 DSM Plan considered free ridership and spillover and directed that: [31] The Board has reviewed the recommendations of a number of the parties and agrees that furt...

AI summary The document discusses the Board's consideration of free ridership and spillover in the context of the 2011 DSM Plan. It notes that the Board directed ENS to develop an approach to address these factors, and that NMR evaluated free ridership and spillover using survey results and calculated net-to-gross ratios for each program.

[91 ] The SVS made the following recommendation: p. p. 0
[91 ] The SVS made the following recommendation: Recommendation 11: The DSM Administrator should consider whether or not it may be useful to revisit approaches to assessing free-ridership. Currently, NMR is using an improved variant of the...

AI summary The SVS recommends revisiting methods for assessing free-ridership in DSM programs, noting that current methods may overstate free-ridership. ENSC is advised to refine evaluation methods through stakeholder consultation and consider NTG ratios at the measure level. The Province and ENSC agree on the need for ongoing refinement and stakeholder engagement in free-ridership and spillover assessments.

5.2.1 Findings p. p. 0
5.2.1 Findings [96] The Board has considered the evidence filed by the parties and agrees that a free ridership and spillover study, as ordered by the Board in its Decision on the 2011 DSM Plan, is required. In its Closing Submission, ENSC...

AI summary The Board has ordered a free ridership and spillover study, as required by its 2011 DSM Plan decision. ENSC has agreed to complete and submit the study by December 15, 2011.

9.0 SUMMARY OF BOARD FINDINGS p. p. 0
9.0 SUMMARY OF BOARD FINDINGS [153] The Board accepts the 2010 DSM Plan evaluation and verification, with the qualification made in the SVS for a 10% reduction for the Efficient Products-Direct Install program. [154] The Board understands...

AI summary The Board accepts the 2010 DSM Plan evaluation with modifications, approves the 2012 investment in DSM programs, and directs ENSC to address data systems, cost allocations, and stakeholder engagement. The Board also requires ENSC to complete a free ridership study and develop policy for tracking costs across mandates.

IR-1 to IR-43 issued by Ecology Action Centre06613 3/17/2011 1 passage
Section 12
elop and enforce new codes and standards in the residential and commercial/industrial sectors, and what opportunities (beside those already identified) ENSC foresees as potential areas of interest. On May 19, 2010, a one-day session was or...

AI summary The document discusses a session held in 2010 to evaluate free ridership and spillover effects in Nova Scotia's demand-side management (DSM) programs. ENSC aims to refine evaluation methods as programs evolve, and the UARB and other stakeholders were involved in the process. Questions are raised about ENSC's protocols and considerations for free-ridership in their 2012 savings estimates.

IR-1 to IR-55 issued by Consumer Advocate06610 3/17/2011 2 passages
NON-CONFIDENTIAL
NON-CONFIDENTIAL _________________________________________________________________________________________________________ Request IR-13: Please provide additional detail and any working papers on how the energy and demand savings from cod...

AI summary The document contains six regulatory requests (IR-13 to IR-18) directed at ENSC, seeking details on energy savings calculations, TRC measures, net-to-gross ratios, free ridership evaluation methods, cost-accessibility trade-offs, and budgeting criteria. Requests focus on transparency in program design, evaluation methodologies, and alignment with regulatory standards.

1 Request IR-24:
1 Request IR-24: 2 Please provide and explain each free-rider test or measure ENSC will use to separate out those participants and associated spending and saving that would have participated or

AI summary The document requests that ENSC provide and explain each free-rider test or measure it will use to separate out participants and associated spending and saving that would have participated or saved without the program.

06563Preliminary Issues List 3/7/2011 1 passage
PRELIMINARY ISSUES LIST p. p. 0
PRELIMINARY ISSUES LIST The following issues will be dealt with in the public hearing on Efficiency Nova Scotia's ("ENS") Application for approval of its electricity Demand Side Management ("DSM") Plan for 2012: - 1. Evaluation and verific...

AI summary The document outlines preliminary issues for a public hearing on Efficiency Nova Scotia's 2012 DSM Plan application, including evaluation of past programs, TRC test criteria, free ridership approaches, pilot programs (fuel substitution, green schools, advanced houses), reporting methods, and administrative models.

06564Final Issues List 3/21/2011 1 passage
FINAL ISSUES LIST p. p. 0
FINAL ISSUES LIST The following issues will be dealt with in the public hearing on Efficiency Nova Scotia's ("ENS") Application for approval of its electricity Demand Side Management ("DSM") Plan for 2012: - 1. Evaluation and verification...

AI summary The Final Issues List outlines key topics for the public hearing on Efficiency Nova Scotia's 2012 DSM Plan, including evaluation of past programs, proposed plan details, TRC test effectiveness, free ridership, pilot programs, reporting methods, and administrative approaches.

06951ENSC Closing Submission 5/13/2011 1 passage
3.4 Free Ridership and Spillover
3.4 Free Ridership and Spillover - 8 ENSC will carefully consider the comments and recommendations provided by Dr. - 9 Peach regarding his evaluation of free ridership and spillover. - With respect to continued refinements in the process o...

AI summary ENSC will consider Dr. Peach's evaluation on free ridership and spillover, and agrees with Board Counsel that the process of assessing these factors is managed internally without requiring UARB approval.

06953NSDOE/NSE Closing Submission 5/13/2011 1 passage
Socket Study/Free Ridership Evaluation p. p. 0
Socket Study/Free Ridership Evaluation NSDOE specifically notes for ENSC's review the recommendation that a Nova Scotia socket study be conducted (Recommendation #5); and the recommendation that the DSM administrator or evaluator should co...

AI summary NSDOE recommends conducting a Nova Scotia socket study and refining free-ridership analysis for DSM programs, emphasizing stakeholder consultation. ENSC plans to evaluate free ridership and spillover effects as programs evolve, endorsed by NSDOE in alignment with the Savings Verification Study's recommendations.

07313Board Order 6/30/2011 1 passage
IT IS FURTHER ORDERED that:
IT IS FURTHER ORDERED that: - 1) With regard to the SVS, the Board is satisfied that ENSC is reviewing the recommendations and orders ENSC to file its response to the recommendations no later than July 31, 2011, for consideration by the Bo...

AI summary The Board orders ENSC to address SVS recommendations, conduct studies on free ridership and non-electricity programs, enhance rate impact information, and maintain stakeholder engagement. ENSC must also track program progress quarterly and align with the 2013 DSM Plan.

07314Board Decision 6/30/2011 6 passages
Preamble p. p. 0
NSPI's role in DSM and consequently, whether the DSM Plan it proposes is in the public interest, is cost effective, meets the established objectives, and warrants approval. [2010 NSUARB 155, pp. 5-6] - [3] The shift in responsibility for D...

AI summary The document outlines the evaluation of NSPI's proposed 2012 DSM Plan by the Board, focusing on public interest, cost-effectiveness, and compliance with objectives. Key issues include program evaluation, free ridership, pilot programs, and reporting requirements, with the Board's Final Issues List highlighting specific criteria for assessment.

[25] The SVS contains two basic findings: p. p. 0
[25] The SVS contains two basic findings: Finding 1: All of the 2010 DSM programs were competently administered by the DSM Administrator. This finding is based on the NMR evaluations, our review of program documentation and tracking databa...

AI summary The SVS identifies two key findings regarding Nova Scotia's 2010 DSM programs: (1) programs were competently administered but require improvements in internal control and free-ridership reduction, and (2) NMR evaluations met industry standards but recommend enhanced electrical measurement and a socket study for future cycles.

5.2 Free Ridership and Spillover p. p. 0
5.2 Free Ridership and Spillover [89] The Board in its Decision on the 2011 DSM Plan considered free ridership and spillover and directed that: [31] The Board has reviewed the recommendations of a number of the parties and agrees that furt...

AI summary The document discusses free ridership and spillover in the context of the 2011 DSM Plan. The Board directed ENS to conduct further study and develop an approach to address these factors in Nova Scotia. NMR evaluated free ridership and spillover using survey results and calculated net-to-gross ratios for each program.

[91 ] The SVS made the following recommendation: p. p. 0
[91 ] The SVS made the following recommendation: Recommendation 11: The DSM Administrator should consider whether or not it may be useful to revisit approaches to assessing free-ridership. Currently, NMR is using an improved variant of the...

AI summary The SVS recommends revisiting methods for assessing free-ridership in DSM programs, noting potential overestimation by current approaches. EAC suggests determining net-to-gross ratios at the measure level, while ENSC agrees to refine free-ridership evaluation through stakeholder consultation and incorporates recommendations from intervenors and Board Counsel.

5.2.1 Findings p. p. 0
5.2.1 Findings [96] The Board has considered the evidence filed by the parties and agrees that a free ridership and spillover study, as ordered by the Board in its Decision on the 2011 DSM Plan, is required. In its Closing Submission, ENSC...

AI summary The Board has ordered a free ridership and spillover study as part of the 2011 DSM Plan, which ENSC agrees to complete and submit by December 15, 2011.

9.0 SUMMARY OF BOARD FINDINGS p. p. 0
9.0 SUMMARY OF BOARD FINDINGS [153] The Board accepts the 2010 DSM Plan evaluation and verification, with the qualification made in the SVS for a 10% reduction for the Efficient Products-Direct Install program. [154] The Board understands...

AI summary The Board accepts the 2010 DSM Plan evaluation, approves the 2012 DSM investment, and sets conditions for ENSC, including quarterly meetings and a free ridership study. It also approves changes to the TRC test and allows exploration of a PBM. The Board reserves jurisdiction to rule on costs if EAC and ENSC cannot agree.

07662Status Report on 2010 Evaluation Recommendations and 2010 Savings Verification Study Action Items 7/29/2011 4 passages
1. Efficient Products – Retail Program (Power Down CFLs)
1. Efficient Products – Retail Program (Power Down CFLs) Efficient Products – Retail Program (Power Down - CFLs) products with high free-ridership rates such as have been removed from the campaign in 2011. indoor light timers. Instead, the...

AI summary The Efficient Products – Retail Program (Power Down CFLs) has removed products with high free-ridership rates, such as indoor light timers, from the campaign in 2011. The program will continue to support these products in the coming year, and programmable thermostats may be considered for removal in 2012. The Program Administrator is advised to focus on new construction and major renovation markets and to enhance customer education efforts.

ENSC.
ENSC. EnerGuide for Existing Houses Program Recommendation NH-R1. Under these circumstances, the program has two choices for its future direction. It should consider raising the minimum EG level to 85. This would help provide further separ...

AI summary The EnerGuide for Existing Houses Program is considering raising the minimum EnerGuide (EG) level to 85 or exiting the rating system to provide direct incentives for specific measures. The program is currently tied to the EnerGuide rating system, and there is no plan to exit for new houses. A new federal rating system is expected in early 2012, which may influence rebate requirements.

1. Specific Action Items
1. Specific Action Items Specific Action Items during the program year. R9. S9. The DSM Administrator should direct the evaluator Agreed and will be implemented for 2011 to continue and expand NMR's current practice of evaluation. clearly...

AI summary The document outlines specific action items related to the Demand Side Management (DSM) program, including the need to clearly designate program designs as Resource Acquisition or Market Transformation, and the ongoing examination of free-ridership in some programs by ENSC.

Efficient Products Retail Recommendations
Efficient Products Retail Recommendations Efficient Products Retail Program and demand reduction results for this program for 2010. The methods used in the analysis were appropriate for the time allotted for the evaluator to complete the 2...

AI summary The document recommends continuing and expanding the Efficient Products Retail Program due to its success and potential for growth. It also suggests implementing screening measures to reduce free-ridership in the BER program. The C/I Custom Program is recommended to continue its focus on baseline measurement and spot metering.

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