Topic:"Free Ridership Measurement" in M10473

1.2 Process and Market Evaluation Objectives and Scope Process evaluation activities were completed for New Construction in 2021 and were aimed at achieving the following objectives: - › Collect information on the New Construction particip...

AI summary Process evaluations for New Construction in 2021 focused on decision-making processes and freeridership assessments. Market evaluations targeted residential LED lighting (Instant Savings), commercial LED lighting (Business Energy Rebates), and mini-split heat pumps (Green Heat), aiming to assess market trends, program satisfaction, and influence. Footnotes note low rebate data confidence and evolving appliance efficiency.

Surveys and Interviews This subsection describes the data-collection activities conducted for the impact evaluations. It should be noted that surveys and interviews were often integrated to collect impact, process, and market information,...

AI summary This subsection outlines the data collection methods used for impact evaluations, including participant surveys conducted by telephone and online to gather information on free-ridership and spillover effects. Surveys were conducted between October and December 2021 with 502 participants.

Technical Project Reviews Assisted by Participant Follow-up Interviews For those program components whose savings were established based on customized calculations for each measure, the Evaluator reviewed the savings calculations for a sam...

AI summary The Evaluator conducted technical reviews of program components with customized savings calculations and conducted follow-up interviews with participants to assess accuracy, consistency, and gather information on free-ridership, spillover, and participant perspectives, particularly for Custom New Construction projects.

Net-to-gross Assessment and Net Savings Calculations Free-ridership levels were established for most program components by conducting surveys or in-depth interviews. These surveys and interviews included a set of questions used to establis...

AI summary The document outlines the methodology used to assess free-ridership levels for various program components, including surveys and interviews with participants. It details updates to free-ridership levels for specific programs in the 2021 evaluation and the use of new questionnaires to capture influence factors on building design decisions.

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

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

Green Heat - › Green Heat net electrical energy and peak demand savings exceeded targets. - › Green Heat participation levels reached a new high in 2021, driven in large part by growth in demand reduction measures. - › Green Heat free-ride...

AI summary The Green Heat program exceeded its energy and peak demand savings targets in 2021, with increased participation driven by demand reduction measures. Free-ridership levels for MSHPs decreased, and the Evaluator's results showed significantly higher savings compared to EOne's tracking due to the new free-ridership level for MSHPs.

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

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

Business Energy Rebates - › BER net electrical energy and peak demand savings fell short of targets. - › Participation increased for both Mail-in and Instant Rebates in 2021 and total gross energy and peak demand savings increased compared...

AI summary Business Energy Rebates (BER) did not meet their energy and peak demand savings targets. Participation in Mail-in and Instant Rebates increased in 2021, but savings were adjusted downward following site visits. Free-ridership increased, and evaluated savings were 10% and 13% lower than tracked by EOne.

Custom The key findings of the Custom impact evaluation overall were as follows: - › Custom net electrical energy and peak demand savings fell short of targets in 2021. - › Compared to 2020, Custom participation increased in 2021 due in pa...

AI summary The Custom impact evaluation found that energy and peak demand savings fell short of targets in 2021, though participation increased. Adjustments were made to savings estimates, and free-ridership trends were noted. The Retrofit and New Construction evaluations highlighted successful client-led M&V approaches and design influences, while the OEM Operational Demand Savings Pilot showed positive results but opportunities for improvement in program guidelines and M&V methodologies.

3.2 Net-to-gross Ratio The NTGRs outlined in [Table](#page-34-1) 8 below were applied to gross savings to estimate net savings. NTGRs were established based on the levels of free-ridership and, in some cases, spillover. Based on the establ...

AI summary The net-to-gross ratio (NTGR) is calculated using free-ridership and spillover levels to estimate net savings from energy efficiency programs. The calculation is based on a self-reporting approach and uses a formula that subtracts the percentage of free-ridership and adds the percentage of spillover from 1. Appendix III provides examples of these calculations for the 2021 evaluation.

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

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

5 MARKET EVOLUTION In 2021, the Evaluator again analyzed market indicators and monitored three distinct measures in three program components to identify when program component offerings should be adapted. These components and measures were...

AI summary In 2021, the Evaluator analyzed market indicators for three program components—Instant Savings, Business Energy Rebates, and Green Heat—to determine when offerings should be adapted. Market data, including free-ridership, market share, and prices, were used to assess trends and the state of market transformation for these products in Nova Scotia.

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

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

Table 16: 2021 Recommendations on Business, Non-profit, and Institutional Program Components No. Recommendation Retrofit – R1 Consider expanding the use of this type of structured pay-for-performance approach and encouraging larger return...

AI summary The 2021 recommendations suggest expanding a structured pay-for-performance approach for Retrofit, Building Optimization, and Operational Demand Savings programs. This approach could improve measurement and verification practices, reduce adjustments, and lower free-ridership while maintaining high participant satisfaction and reducing administrative requirements.

APPENDIX II CALCULATION OF MARGINS OF ERROR This appendix presents some examples of how the Evaluator established the margins of error for participant surveys, adjustment ratios, installation rates, and free-ridership levels. For participa...

AI summary This appendix provides examples of how margins of error were calculated for various evaluations, including participant surveys, adjustment ratios, installation rates, and free-ridership levels, using data from 2021 evaluations such as the Green Heat and Business Energy Rebates programs.

Free-ridership Level Margin of Error The Evaluator used the margin of error calculation of the free-ridership level for SBES do-it-yourself (DIY) path in 2021 as an example. Below are the steps followed to calculate this margin of error.

AI summary The Evaluator used the margin of error calculation for the free-ridership level of the SBES do-it-yourself (DIY) path in 2021 as an example to illustrate the process of calculating this margin of error.

Calculation of the Weighted Average of Free-ridership Levels The weighted average was calculated by using the following formula: $$Weighted\ Average\ FR = \frac{\sum_{i=1}^{N} Free - ridership\ Level_i \times Revised\ Gross\ Energy\ Saving...

AI summary The weighted average free-ridership level was calculated using a formula that considers the free-ridership level and revised gross energy savings for each participant. The result of this calculation was determined to be 15% by the Evaluator.

Calculation of the Weighted Standard Deviation and Margin of Error Since the free-ridership level is based on a weighted average, the Evaluator used the weighted standard deviation of the free-ridership for the calculation instead of the s...

AI summary The text explains the calculation of the weighted standard deviation and margin of error for free-ridership in a regulatory proceeding. The weighted standard deviation formula is provided, and the margin of error is calculated using a t-coefficient from Table 1. Table 2 summarizes the parameters and intermediary results for the DIY path of the 2021 SBES evaluation.

Table 2: Summary of 2021 Margin of Error Calculation for SBES DIY Path Parameter Results Population (M) 330 Sample Size (N) 49 Sampled Participants with Energy Savings Higher than Zero (N') 49 Coefficient t 1.68 Weighted Average Free-rider...

AI summary Table 2 summarizes the 2021 margin of error calculation for the SBES DIY Path, including parameters such as population, sample size, and free-ridership metrics. The weighted standard deviation on free-ridership was used to calculate the margin of error, which is reported as 0.037.

APPENDIX III NTGR CALCULATIONS This appendix provides some examples to illustrate the Evaluator's calculations of free-ridership, participant spillover, and net-to-gross ratio values in the 2021 evaluation. To demonstrate how to apply the...

AI summary This appendix provides examples of the Evaluator's calculations for free-ridership, participant spillover, and net-to-gross ratios in the 2021 evaluation, using lighting measures from the SBES do-it-yourself path as an example. Similar methods were applied to other program components, with more details available in individual evaluation reports.

SBES NTGR Free-ridership algorithm Low Free-ridership Participant High Free-ridership Participant Average Free ridership Participant Questions Calculation Algorithm Answer Calc. Result Answer Calc. Result Answer Calc. Result D3orD4. If you...

AI summary The text presents a table related to a free-ridership algorithm used in assessing participants in the SBES program. It includes questions and calculations for determining the likelihood of participants having undertaken energy-efficient lighting upgrades without the program's rebate or financing.

Evaluation of 2021 DSM Programs EfficiencyOne Executive Summary – Appendix Report $FR = \frac{\sum_{i=1}^{n} (FR_i \times Gross_Savings_i)}{\sum_{i=1}^{n} Gross_Savings_i}$ Overall free-ridership level (%) for the program component FR= 15%...

AI summary The evaluation of the 2021 DSM programs by EfficiencyOne calculates the free-ridership rate (FR) at 15%, spillover savings at 0%, and the net total gross savings ratio (NTGR) at 85%. These metrics are used to assess the effectiveness of the demand-side management programs in achieving their efficiency goals.

DEFINITIONS Accuracy Reflects the proximity of measurements to the true value. 10 INSTANT SAVINGS KEY FINDINGS AND RECOMMENDATIONS76 CONCLUSION79 LIST OF TABLES Table 1: Summary of 2021 Residential Efficient Product Rebates Program Evaluat...

AI summary The text provides definitions and lists tables related to the evaluation of energy efficiency programs, including the 2021 Residential Efficient Product Rebates Program and the ARet program. It includes details on tracked and evaluated savings, free-ridership, and other metrics.

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

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

Table 4: 2021 Instant Savings, Free-ridership, Spillover, and Net-to-gross Ratios Product Category Free-ridership Spillover Net-to-gross Ratio LED Lamps 46% 9% 0.63 LED Fixtures 41% 32% 0.91 All Other Products - - 1.00

AI summary Table 4 outlines the 2021 Instant Savings, Free-ridership, Spillover, and Net-to-gross Ratios for different product categories, highlighting the proportion of free-ridership and spillover effects for LED Lamps and LED Fixtures, along with the corresponding Net-to-gross Ratios.

an A-type lamps that are considered a mature market. LED fixtures are similarly in a sustained growth phase, although less information specific to the residential market was available on this product. 2021 Instant Savings-Finding: The eval...

AI summary The 2021 Instant Savings-Finding indicates that evaluated net energy and peak demand savings for LED fixtures are 4% higher than the initial net savings tracked by EOne. This is attributed to an increase in spillover levels and a decrease in free-ridership levels, resulting in a higher NTGR for LED fixtures.

3.3.1 Free-ridership and Secondary Market Impacts The free-ridership and secondary market impacts account for the fact that some participants would have disposed of their appliances (free-ridership) or would have transferred their old appl...

AI summary This section discusses free-ridership and secondary market impacts in the context of appliance retirement programs. It explains how some participants may have disposed of appliances or transferred them without the program, and how these factors are calculated using data from a 2018 survey and UMP methodology. Dehumidifier retirements are excluded due to limited data.

3.3.3 Net-to-gross Ratio Calculation Given the methodology used to obtain net savings, the NTGR could not be calculated as a sum of the percentages of all effect values. To obtain an NTGR that takes into account both effects applied to uni...

AI summary The document discusses the calculation of the Net-to-Gross Ratio (NTGR) using a specific equation that accounts for unitary savings, free-ridership, secondary market impacts, and spillover effects. The NTGR is presented in Table 14 for each appliance type, with a default NTGR of 1.00 for dehumidifiers due to insufficient data.

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

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

Note on Margin of Error For evaluation activities that yield quantitative results based on a sample, the Evaluator aimed to achieve a maximum margin of error of 10% at a confidence level of 90%. This means that if measurements were conduct...

AI summary This note explains the margin of error used in the evaluation of quantitative results from sampled data, aiming for a 10% margin of error at a 90% confidence level. It highlights that the margin of error reflects precision, not accuracy, and that it only accounts for random sampling errors, not non-sampling errors.

8.3.1 Free-ridership The free-ridership level is calculated using algorithms that assess the likelihood for participants to have purchased LED lamps or fixtures without the discount offered through Instant Savings. The algorithms consider...

AI summary The free-ridership level for the Instant Savings program is calculated using algorithms and a self-reporting online survey. The survey was used due to social distancing requirements, and Costco participants were handled separately due to insufficient survey responses. Results are presented in subsequent subsections.

Measurement of Free-ridership for Non-Costco Participants The free-ridership results for non-Costco participants are presented in [Table](#page-145-0) 30 below. A specific freeridership level was also calculated for LED recessed downlight...

AI summary The text discusses the measurement of free-ridership for non-Costco participants, presenting results in a table. It also highlights the calculation of free-ridership levels for LED recessed downlight fixtures and other LED fixtures, aiming to understand differences in consumer behavior related to purchase quantities.

Table 30: 2021 Instant Savings Free-ridership Levels for Non-Costco Participants Free-ridership Product Category Level Margin of Error LED Lamps 64% 6.4% LED Recessed Downlight Fixtures 56% 10.3% Other LED Fixtures 33% 7.5% All Other Produ...

AI summary The 2021 survey indicates a 64% free-ridership level for LED lamps among non-Costco participants, higher than the 42% in 2020. More participants were unaware of the Instant Savings discount and would have purchased LED lamps regardless of the discount, suggesting a reduced effectiveness of the program.

The free-ridership level obtained for LED recessed downlight fixtures is 56%, which is slightly lower than the 61% obtained during the 2020 evaluation. The 2021 online survey revealed a free-ridership level of 33% for other LED fixtures, w...

AI summary The free-ridership level for LED recessed downlight fixtures is 56% in 2021, slightly lower than 61% in 2020. For other LED fixtures, free-ridership dropped from 58% to 33%, with fewer participants likely to purchase without the discount. Non-Costco participants had a free-ridership level of 45%, compared to 59% in 2020.

Treatment of Free-ridership for Costco Participants Given the relatively large portion of lighting sales from Costco and indications based on 2019 data that Costco purchasers may have different behaviours than purchasers at other retailers...

AI summary The Evaluator determined a free-ridership level for Costco purchasers of LED lamps and fixtures based on 2019 data, noting differences in behaviour compared to other retailers. The analysis used intercept survey methods similar to those in 2021, with a specific note that recessed downlight fixtures were not calculated separately in 2019.

Table 31 : 2019 Instant Savings Free-ridership Levels for Costco Participants Dradust Free-rid ership Product Level Margin of Error LED Lamps 11% 10.2% LED Fixtures 34% 9.4% The evaluator recommends updating the free-ridership level for Co...

AI summary The table shows free-ridership levels for Costco participants in the 2019 Instant Savings program. The evaluator recommends updating these levels for the 2022 evaluation, noting that Costco data may be unavailable and behavior has changed since 2020, especially for LED lamps.

Overall 2021 Free-ridership Levels The overall free-ridership levels for LED lamps and fixtures correspond to the average of the 2019 Costco free-ridership levels and the free-ridership of the other retailers obtained in 2021, weighted by...

AI summary The free-ridership levels for LED lamps and fixtures in 2021 are calculated as an average of the 2019 Costco levels and 2021 levels from other retailers, weighted by the number of units sold in 2021 for each product category. Table 32 provides these levels.

Table 32 : 2021 Instant Savings Free-ridership Levels for LED Lamps and Fixtures Product Retailer Evaluation Period Fre ee-ridership Number of Units Sold _ hted Average ee-ridership Category renou Level Margin of Error in 2021 Level Margin...

AI summary Table 32 presents free-ridership levels for LED lamps and fixtures under the Instant Savings program in 2021. The data shows varying levels of free-ridership depending on the retailer and product category, with Costco and non-Costco retailers displaying different results.

The NTGR is calculated using the following equation: $$NTGR = (1 - \% Free-ridership + \% Spillover)$$ Using this equation, the NTGRs for LED lamps and fixtures were estimated at 0.63 and 0.91 respectively, as presented in [Table](#page-14...

AI summary The document explains the calculation of the Net Total Gross Reduction (NTGR) using free-ridership and spillover percentages. NTGR values for LED lamps and fixtures are 0.63 and 0.91, while other products use an NTGR of 1.00 due to difficulties in assessing free-ridership and spillover for non-LED products.

Table 35: 2021 Instant Savings Net-to-gross Ratios Free-ridership Product Category Level Margin of Error Spillover Net-to-gross Ratio LED Lamps 46% 5.5% 9% 0.63 LED Fixtures 41% 5.3% 32% 0.91 All Other Products - - - 1.00 8.3.4 Evaluated N...

AI summary Table 35 presents the 2021 Instant Savings Net-to-gross Ratios for various product categories, including LED Lamps, LED Fixtures, and All Other Products, with corresponding free-ridership percentages and spillover values. Section 8.3.4 discusses the evaluated net savings.

2021 Instant Savings Impact Evaluation Highlights - › Instant Savings achieved 14.314 GWh in net electrical energy savings and 1.629 MW in net peak demand savings at the generator in 2021. - › Free ridership for LED fixtures decreased in 2...

AI summary In 2021, the Instant Savings program achieved 14.314 GWh in net electrical energy savings and 1.629 MW in net peak demand savings. Free ridership for LED fixtures decreased due to increased participant awareness of discounts, while spillover increased due to higher sales outside the rebate period. These factors contributed to a 4% increase in both net energy and peak demand savings compared to tracked values.

9.1.6 Measured Free-ridership – LED Lamps The Evaluator analyzed the free-ridership level to gain insights into the evolution of LED lamp adoption in the Nova Scotia residential market. The 2021 survey revealed a free-ridership level of 46...

AI summary The Evaluator assessed free-ridership in LED lamp adoption in Nova Scotia's residential market, finding a 46% free-ridership rate for non-A-type lamps in 2021, up from previous years. The data indicate that 89% of 2021 participants would have purchased LED lamps without the discount, showing a growing trend of free-riding.

Free-ridership 2015 2016 2017 2018 2019 2020 2021 ENERGY STAR Certified LED Lamps 37% 33% 32% 39% N/A N/A N/A ENERGY STAR Non-A-type LED Lamps Only N/A N/A N/A N/A 28% 35% 46% Table 41: Free-ridership Level for LED Lamps 32 2015-2021

AI summary The table shows the free-ridership levels for ENERGY STAR Certified LED Lamps and ENERGY STAR Non-A-type LED Lamps from 2015 to 2021, indicating the percentage of energy savings that could be attributed to the programs.

9.2.5 Measured Free-ridership – LED Fixtures The Evaluator analyzed the free-ridership level to gain insights into the evolution of LED fixture adoption in the Nova Scotia residential market. While 2020 saw a large increase in free-ridersh...

AI summary The Evaluator assessed free-ridership levels for LED fixtures in Nova Scotia's residential market. While free-ridership increased significantly in 2020, it decreased in 2021 for LED fixtures sold through the Instant Savings program, as shown in Table 43.

Table 43: Free-ridership Level for LED Fixtures 2019-2021 Free-ridership 2019 2020 2021 LED Fixtures 32% 50% 41% 9.3 Codes and Standards

AI summary Table 43 presents the free-ridership level for LED fixtures from 2019 to 2021, showing percentages of 32%, 50%, and 41% respectively. The section '9.3 Codes and Standards' introduces a discussion on relevant regulations and standards.

2021 Instant Savings-Finding: The free-ridership for LED lamps increased significantly. The free-ridership level for LED lamps was established at 64%, compared to 42% established in the 2020 evaluation. The increase is due to a higher prop...

AI summary The free-ridership level for LED lamps increased from 42% in 2020 to 64% in 2021, due to more participants being unaware of discounts or intending to purchase LED lamps regardless of incentives. This trend aligns with strong market growth of LEDs in Atlantic Canada.

2021 Instant Savings-Finding: The evaluated net energy and peak demand savings determined by the Evaluator are higher than the initial net savings tracked by EOne. The evaluated net energy and peak demand savings are 4% higher than the val...

AI summary The evaluated net energy and peak demand savings are 4% higher than those tracked by EOne, primarily due to increased spillover levels and decreased free-ridership for LED fixtures, leading to higher NTGR for this product category. Unitary energy savings from LED lamps and certified heat pump water heaters also slightly contributed to the increase.

Instant Savings Appendix IV IS: Participant Online Survey Questionnaire Appendix V IS: Participant Survey Results Appendix VI IS: Interview Guide with Retailer Partners Appendix VII IS: Tracking Sheet Audit Appendix VIII IS: Unitary Saving...

AI summary The document outlines various appendices related to the Instant Savings program, including survey questionnaires, interview guides, audit tracking sheets, savings calculations, free-ridership algorithms, spillover methodologies, and 2021 recommendations.

APPENDIX II ARET: FREE-RIDERSHIP AND SECONDARY MARKET IMPACT CALCULATIONS This appendix presents the detailed calculations and assumptions used to establish the free-ridership and secondary market impacts for appliances retired through ARe...

AI summary This appendix outlines the methodology used to calculate free-ridership and secondary market impacts for appliances retired through ARet. It notes that for HomeWarming and MHEEP programs, these impacts were assumed to be nil. The Evaluator used 2018 survey data to determine consumption levels based on participant actions in the absence of ARet.

Free-ridership Free-ridership corresponds to the energy consumption of appliances that would have been disposed of in the absence of ARet. It does not include the consumption of those appliances that would have been transferred to other ow...

AI summary Free-ridership refers to the energy consumption of appliances that would have been disposed of without ARet. It excludes appliances transferred to other owners, which are assessed through secondary market impacts. Tables 1 to 5 provide discarding scenarios, participant proportions, and free-ridership calculations.

Table 1: 2021 ARet Free-ridership Calculation per Refrigerator Would Have Kept the Unit Proportion (a) Discard Scenario Proportion (b) Total Proportion (a b) Scenario Energy Consumption (kWh) Scenario Gross Savings (kWh) (c) Free ridership...

AI summary Table 1 presents the 2021 ARet free-ridership calculation per refrigerator, showing the proportion of units that would have been kept, discarded, or transferred, along with energy consumption and savings estimates. The data includes free-ridership in kWh per unit for different scenarios.

D. Free-Ridership - LED Bulbs - D1. Efficiency Nova Scotia offered a discount on non-pear-shaped LED bulbs. Before paying at the cash register, were you aware that a discount was offered on the purchase of LEDs? [ALLOW ONLY ONE CODE] - 1....

AI summary This section of the proceeding discusses a survey question about awareness of a discount on non-pear-shaped LED bulbs offered by Efficiency Nova Scotia. Respondents are asked whether they were aware of the discount before purchasing LEDs at the cash register.

G. Free-Ridership – LED Fixtures - G1. Efficiency Nova Scotia offered a discount on LED fixtures. Before paying at the cash register, were you aware that a discount was offered on the purchase of LED fixtures? [ALLOW ONLY ONE CODE] - 1. Ye...

AI summary This section of the proceeding addresses free-ridership related to LED fixture discounts offered by Efficiency Nova Scotia. It asks respondents whether they were aware of the discount before purchasing and how it influenced their decision to buy LED fixtures.

APPENDIX IX IS: ALGORITHM FOR FREE-RIDERSHIP CALCULATION The figures below present the algorithms for calculating the free-ridership levels of LED bulbs and LED fixtures. The participant survey questionnaire included questions designed to...

AI summary This appendix provides an algorithm for calculating free-ridership levels of LED bulbs and fixtures based on participant survey data. The survey assessed program components such as planning, quantity, efficiency, and cost, which were used to determine attribution levels for free-ridership calculations.

Algorithm – LED Bulbs Algorithm – LED Bulbs Section 1 – Free-ridership level for those who were unaware of discount before paying D1. Before paying at the cash register, were you aware that a discount was offered on the purchase of LEDs? I...

AI summary The document outlines an algorithm to determine free-ridership levels in a program offering discounts on LED bulbs. It includes questions to identify whether individuals were unaware of the discount before paying or postponed their purchase due to the program.

Algorithm – LED Fixtures Algorithm – LED Fixtures Section 1 – Free-ridership level for those who were unaware of discount before paying G1. Before paying at the cash register, were you aware that a discount was offered on the purchase of L...

AI summary This section outlines an algorithm to determine free-ridership levels among customers who purchased LED fixtures. It distinguishes between those who were unaware of a discount and those who were aware, using a series of questions to assess their likelihood of purchasing LED fixtures without the discount.

Sections 2021 Recommendations Executive Summary 1. Update the LED lamp and fixture baselines in the 2020-2022 Measure Assessment to reflect updates to regulations, the growing presence of LEDs in the market as well as the decreased market...

AI summary The document outlines recommendations from a 2021 evaluation, including updating LED lamp and fixture baselines, performing socket studies, adjusting free-ridership levels for Costco participants, and monitoring market trends. It highlights challenges in data availability and the impact of the pandemic on market observations.

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

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

Table 4: 2021 Green Heat NTGRs Measure Free-ridership NTGR MSHPs 39% 0.61 CASHPs and GSHPs 33% 0.67 Biomass and Solar 41% 0.59 Demand Reduction - 1.00 2021 GH-Finding: Both the evaluated net energy and peak demand savings determined by the...

AI summary Table 4 presents the 2021 Green Heat NTGRs for various measures, including MSHPs, CASHPs, and biomass. The 2021 GH-Finding highlights that evaluated savings were higher than those tracked by EOne due to a new free-ridership level for MSHPs.

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

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

3.3.1 Free-ridership For HEA, free-ridership occurs when participants would have implemented energy efficiency upgrades and measures in the absence of the program component. Free-ridership was assessed in 2020 through a participant survey...

AI summary Free-ridership in the Home Energy Assessment (HEA) program occurs when participants would have implemented energy efficiency upgrades without the program. A 2020 survey assessed free-ridership, and the same level was used for the 2021 evaluation as no updated data was collected.

Table 19: HEA Average Free-ridership Level Average Free-ridership Level Sample Size Population Size Margin of Error 26% 70 1,040 3.4% 3.3.2 Participant Spillover

AI summary Table 19 presents the average free-ridership level at 26% with a sample size of 70 and a population size of 1,040, indicating a margin of error of 3.4%. Section 3.3.2 discusses participant spillover effects.

For HEA, participant spillover occurs when participants implement additional energy efficiency measures recommended in their initial energy assessments after their participation in the program component, i.e. after having completed the fin...

AI summary The document discusses participant spillover in the Home Energy Assessment (HEA) program, where participants implement additional energy efficiency measures after completing their initial assessments without further program support. The 2020 spillover level was used in the evaluation as no data collection was conducted in 2021.

Table 21: 2021 HEA NTGR Free-ridership Participant Spillover NTGR 26% 1% 0.75 3.3.4 Unconverted Assessment Spillover

AI summary Table 21 presents the 2021 HEA NTGR with values for free-ridership, participant spillover, and NTGR. Section 3.3.4 discusses unconverted assessment spillover, indicating the impact of unconverted assessments on program effectiveness.

Table 28: 2021 Green Heat Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant perspectives › How did participants become aware of Green Heat? › Why did participants want to participat...

AI summary This table outlines the 2021 Green Heat Evaluation Approach, which includes collecting participant perspectives, calculating gross and net results, and analyzing the market evolution of MSHPs. The evaluation uses surveys, tracking sheet audits, and interviews to assess program effectiveness and energy savings.

8.3 Net Savings The Evaluator determined the net energy and peak demand savings, i.e. the electrical energy and peak demand savings that can be reliably attributed to a program component, by estimating the NTGR. More precisely, the NTGR in...

AI summary The Evaluator calculated net energy and peak demand savings by estimating the Net Total Generation Reduction (NTGR), which accounts for factors like free-ridership and spillover effects. For the Green Heat program, only free-ridership is considered in this calculation.

8.3.1 Free-ridership For Green Heat, free-ridership occurs when participants would have still installed a new, more efficient heating system in the absence of the program component. The free-ridership levels were assessed using a self-repo...

AI summary This section discusses free-ridership in the Green Heat program, where participants may have installed energy-efficient heating systems without the program. Free-ridership levels were assessed through a telephone survey with participants, using different question sets based on the type of heating systems installed. Algorithms from Appendix VIII were used to calculate the free-ridership level, considering factors like planning, efficiency, timing, and cost.

MSHP Measure For MSHPs, which constitute by far the most popular Green Heat measure, the Evaluator assessed free-ridership by using two factors: (1) A series of questions regarding participants' decision to install a heat pump instead of a...

AI summary The Evaluator assessed free-ridership for MSHPs under the Green Heat program by analyzing participants' decisions to install heat pumps and their efficiency choices. Survey results showed 71% of participants had already decided to install MSHPs before learning about Green Heat, leading to a free-ridership level of 39%, down from 53% in 2019 due to algorithm updates.

Centrally Ducted Heat Pump Measure For centrally ducted heat pump measures, the questionnaire assessed the likelihood of participants replacing their electrical heating system with a centrally ducted heat pump of the same efficiency level...

AI summary The evaluation of the Centrally Ducted Heat Pump Measure found a 35% free-ridership level with a 21% margin of error. Due to the high margin of error, the 2019 free-ridership level of 33% with a lower margin of error was used for the 2021 evaluation.

Biomass and Solar Heating Systems For biomass and solar heating systems, the questionnaire assessed the likelihood of participants replacing their electrical system with a biomass or solar heating system in the absence of the program compo...

AI summary The text discusses the assessment of free-ridership levels for biomass and solar heating systems, noting a 41% free-ridership rate, similar to the 42% recorded in 2019. A table outlines these levels for each measure category.

Table 34: 2021 Green Heat Average Free-ridership Levels Measure Average Free-ridership Level Sample Size Population Size Margin of Error MSHPs 39% 97 2,902 5.1% CASHPs and GSHPs 33% 30 54 7.6% Biomass and Solar 41% 38 253 7.8% Results for...

AI summary The table presents average free-ridership levels for various energy efficiency measures in the 2021 Green Heat program. Free-ridership levels range from 33% to 41%, with margin of error and sample sizes provided. No free-ridership was established for demand reduction measures due to their novelty and limited impact on overall savings.

8.3.2 Net-to-gross Ratio Calculation The NTGR was calculated using the following equation. $$NTGR = (1 - \% Free-ridership)$$ Using the free-ridership level established for each measure category, the Evaluator calculated the NTGR values pr...

AI summary The Net-to-gross Ratio (NTGR) is calculated as (1 - % Free-ridership). The Evaluator used the free-ridership level for each measure category to calculate NTGR values, which are presented in Table 35.

9.1.6 Measured Free-ridership The Evaluator analyzed the free-ridership level, as presented i[n Table](#page-145-2) 42 below, to gain insights into the evolution of MSHP adoption rates in Nova Scotia. The MSHP free-ridership level remained...

AI summary The Evaluator analyzed free-ridership levels for MSHP adoption in Nova Scotia, noting stability from 2017 to 2020 and a 39% free-ridership level in 2021, attributed to an algorithm update discussed in Subsection 8.3.1.

Table 42: Green Heat Free-ridership Levels for MSHPs, 2017-2021 Free-ridership 2017 2018 2019 2020 2021 MSHPs 51% 54% 53% 53% 39% 9.2 Market Evolution Summary

AI summary Table 42 presents the free-ridership levels for Mini-Split Heat Pumps (MSHPs) from 2017 to 2021, showing a decrease in 2021. Section 9.2 discusses the market evolution of these heat pumps during the same period.

2021 GH-Finding: Green Heat free-ridership levels for MSHPs decreased in 2021 and remained stable for other measure categories. The 2021 free-ridership level for MSHPs was established at 39%, a decrease compared to the previous free-riders...

AI summary The 2021 free-ridership level for MSHPs decreased to 39% from 53% in 2019. For biomass and solar measures, the level remained stable at 41%. The decrease in MSHP free-ridership was due to an algorithm update. The number of incentivized MSHP systems increased slightly in 2020 and 2021, while the proportion of incentivized systems compared to total installations remained stable.

2021 GH-Finding: The MSHP market is in a sustained growth phase. NS Power predicted that annual incremental heat pump installations would remain relatively flat in 2020 and 2021 and that 35% of Nova Scotia households would use a heat pump...

AI summary The MSHP market is experiencing sustained growth, with NS Power predicting steady heat pump installations and 35% of households using heat pumps by 2021. Sales have increased since 2019, and consumer interest remains strong. The Evaluator found that net energy and peak demand savings were significantly higher than those tracked by EOne, due to a lower free-ridership level in 2021, resulting in a higher NTGR.

14.3.1 Free-ridership For EPI, free-ridership occurs when participants would have installed the same energy efficient products in the absence of the program component. The free-ridership level was assessed during the 2021 evaluation using...

AI summary The free-ridership level for the Efficient Product Installation (EPI) program was assessed in 2021 using a self-report approach with a telephone survey of 100 non-low-income participants who received energy-efficient products such as LED lamps or low-flow showerheads.

Table 55: 2021 EPI Free-ridership Level – Non-low-income Participants Average Free-ridership Level Margin of Error LED Lighting 25% 3.6% Low-flow Showerheads 10% 3.0% Other Products 0% N/A The Evaluator established free-ridership levels of...

AI summary Table 55 shows free-ridership levels for non-low-income participants in the EPI program in 2021, with 25% for LED lighting and 10% for low-flow showerheads. These levels are stable compared to 2019. The margin of error is also provided for each category.

14.3.2 Participant Spillover For EPI, participant spillover occurs when participants purchase and install additional energy efficient products due to the influence of having participated in the program component without receiving any addit...

AI summary Participant spillover for EPI occurs when participants install additional energy-efficient products due to program influence without additional support. The spillover level was assessed via participant surveys, with results detailed in Table 56 for the 2021 evaluation.

14.3.3 Net-to-gross Ratio Calculation The NTGR was calculated using the following equation: NTGR = (1 – % Free-ridership + % Internal Spillover) The NTGR for low-income participants is assumed to be 1.00. Using both the free-ridership and...

AI summary The Net-to-Gross Ratio (NTGR) was calculated using the formula (1 – % Free-ridership + % Internal Spillover). The NTGR for low-income participants is assumed to be 1.00, while overall NTGR values for different products were established at 0.90, 1.00, and 1.07. The weighted average NTGR for all participants combined was calculated as 0.96.

2021 EPI Impact Evaluation Highlights - › EPI achieved 7.812 GWh in net electrical energy savings and 1.098 MW in net peak demand savings at the generator in 2021. - › Updating the installation rates based on the 2021 on-site visit finding...

AI summary In 2021, the EPI program achieved 7.812 GWh in net electrical energy savings and 1.098 MW in net peak demand savings. However, updated installation rates led to a slight reduction in gross savings, particularly due to a decrease in LED lamp installation rates. Free-ridership levels remained similar to 2019, but spillover effects increased significantly. Evaluated savings were 3% higher than tracked values due to an increase in NTGR.

2021 EPI-Finding: Free-ridership levels for EPI remains similar to the previous levels established in 2019, while spillover increased. The NTGR was evaluated at 0.96 in 2021 compared to 0.91 in 2020. The Evaluator established freeridership...

AI summary In 2021, free-ridership levels for the Efficient Product Installation (EPI) program remained largely stable compared to 2019, while spillover increased significantly. The Net-to-Gross Ratio (NTGR) rose to 0.96 in 2021, and spillover increased from 3% in 2019 to 10% in 2021, likely due to lower savings per participant.

Green Heat Appendix IV Green Heat: Participant Survey Questionnaire Appendix V Green Heat: Participant Survey Results Appendix VI Green Heat: Distributors Interview Guide Appendix VII Green Heat: Tracking Sheet Audit Appendix VIII Green He...

AI summary The document outlines various appendices related to the 'Green Heat' initiative, including a participant survey questionnaire, results, distributor interview guides, audit tracking sheets, free-ridership calculation algorithms, and 2021 recommendations.

Table 5: Overview of Data Collection Activity Descriptor This Instrument Instrument Type Participant Survey Estimated Time to Complete 15 minutes Target Audience Participants who purchased a solar systems or home heating equipment Expected...

AI summary Table 5 outlines a participant survey aimed at collecting data from individuals who purchased solar systems or home heating equipment. The survey is expected to be completed by 140 participants and will be fielded by Narrative Research between October and November. Table 6 lists the research objectives, including verification, awareness, free-ridership, cross-influence, satisfaction, barriers, and recommendations for program improvements.

Factor (READ AND RANDOMIZE) Responses a. The program rebate 98 Don't Know Response 99 Refused b. Information on the benefits of high 98 Don't Know efficiency heat pumps provided by Response Efficiency Nova Scotia 99 Refused c. Information...

AI summary The text discusses responses to questions about heat pump programs and free-ridership related to central heat pumps, with many respondents indicating they don't know or refusing to answer.

APPENDIX VIII GREEN HEAT: ALGORITHM FOR FREE-RIDERSHIP CALCULATION The tables below present the free-ridership calculation algorithms for biomass and solar measures, central heat pumps, and MSHPs. The participant survey questionnaire inclu...

AI summary This appendix outlines the algorithm used to calculate free-ridership for energy efficiency measures, including biomass, solar, and heat pumps. It explains how participant responses were converted into program component attribution values and how these were used to determine free-ridership levels, particularly for mini-split heat pumps (MSHPs). The algorithm assigns different weights to different aspects of the decision-making process.

Table 1: Free-Ridership Algorithm for Biomass and Solar Measures E3. If you had not received the rebate from Efficiency Nova Scotia, would E3 = Answer x 10% you have paid the entire cost of your ? (Scale 0 to 10) IF DK OR REF: E3 = EMPTY E...

AI summary Table 1 outlines a free-ridership algorithm used to assess participation in the Green Heat program by evaluating whether participants would have installed heating equipment without the program's rebate. It includes a series of questions and calculations to determine the likelihood of installation or retention of equipment under different scenarios.

Table 2: Free-Ridership Algorithm for Central Heat Pumps D3. If you had not received the rebate from Efficiency Nova Scotia, would you have paid the entire cost of your ? (Scale 0 to 10) D3= Answer x 10% IF DK OR REF: D3 = EMPTY D4. If the...

AI summary Table 2 outlines a free-ridership algorithm used to assess the impact of the Green Heat program on the installation of central heat pumps. It includes questions and calculations to determine whether participants would have installed the equipment without the program's influence.

E. Free-Ridership INSTRUCTION: FREE-RIDERSHIP SERIES SHOULD BE ASKED ONLY TO RESPONDENTS WHO INDICATED: "YES" IN [A1A](#page-110-0) (LED BULBS) – ASK FR LED BULBS SECTION

AI summary This section outlines the free-ridership inquiry, specifically targeting respondents who indicated 'YES' in [A1A] regarding LED bulbs. The inquiry is structured to be asked only to those respondents, focusing on the LED bulbs section.

APPENDIX XIV EPI: ALGORITHM FOR FREE-RIDERSHIP CALCULATION The figure below presents the algorithm for calculating the free-ridership level. The participant survey questionnaire included questions designed to assess the planning, quantity,...

AI summary This appendix describes an algorithm for calculating free-ridership levels based on participant survey data. The survey assessed factors such as planning, quantity, efficiency, cost, and influence of energy efficiency programs, with a focus on how prior participation or awareness efforts influenced current decisions.

Table 1: Free-ridership Algorithm for LED lamps E1. Had you already decided to purchase and install LED bulbs before learning about the Efficient Product Installation Service? IF Yes: Use E2 IF No OR DK OR REF: E1 = 0% E6. [ASK IF LED BULB...

AI summary This table outlines a free-ridership algorithm used to assess the likelihood that customers would have installed LED bulbs without the Efficient Product Installation Service. It includes questions about prior decisions and influence levels, with scoring based on responses.

3.3.1 Free-ridership Free-ridership occurs when participant homeowners or participant builders would have implemented energy efficiency measures in the absence of the program component. The assessment of the NHC free-ridership level is bas...

AI summary Free-ridership in the NHC program is assessed through self-report telephone surveys of participants, determining whether they would have implemented energy efficiency measures without the program. For the 2021 evaluation, free-ridership levels from the 2019 evaluation were used, with the overall level calculated based on the proportion of homeowner and builder applicants in 2021.

Free-ridership Level from 2019 Margin of Error Participation Proportion in 2021 2021 Overall Free-ridership Level (Homeowners and Builders Combined) Participant Homeowners 28% 7.6% 22% Participant Builders 23% 5.3% 78% 24% Table 12: 2021 N...

AI summary Table 12 presents free-ridership levels for participant homeowners and builders in 2021, showing 28% and 23% respectively, with participation proportions of 22% and 78%. The data includes margins of error and overall free-ridership levels.

3.3.3 Net-to-gross Ratio Calculation The NHC NTGR is calculated using the following equation. $$NTGR = (1 - \% Free - ridership + \% Spillover [Market Effects])$$ By applying the free-ridership and spillover levels discussed in the previou...

AI summary The NHC NTGR is calculated using an equation that accounts for free-ridership and spillover effects. With the values from previous subsections, the NTGR was estimated at 0.91.

Table 13: 2021 NHC NTGR Free-ridership Participant Spillover NTGR 24% 15% 0.91 3.3.4 Evaluated Net Savings

AI summary Table 13 presents free-ridership and participant spillover percentages along with the NTGR value of 0.91. Section 3.3.4 discusses evaluated net savings, which is a key metric in assessing the effectiveness of programs.

BER Findings and Recommendations This subsection presents the key findings and recommendations from the BER evaluation. 2021 BER-Finding: BER net electrical energy and peak demand savings fell short of targets. As outlined in Figure 1, BER...

AI summary The 2021 BER evaluation found that net electrical energy and peak demand savings fell short of targets by 6% and 25%, respectively. Participation in Mail-in and Instant Rebates increased, and overall satisfaction with BER was high. However, inaccuracies in reported parameters such as hours of use and peak coincidence factors were identified, leading to downward adjustments in savings. The Evaluator recommended changes to the lighting measure worksheet to improve accuracy.

Table 3: 2021 Mail-in NTGRs Measure Category Free-ridership Spillover NTGR All 26% 0% 0.74 Table 4: 2021 Instant Rebates NTGRs Measure Free-ridership NTGR LED Linear Fixtures 40% 0.60 LED Linear Lamps 30% 0.70 LED Outdoor Fixtures 35% 0.65...

AI summary Table 3 and Table 4 present 2021 NTGRs for various energy efficiency measures, showing free-ridership and spillover effects. The 2021 BER-Finding notes that the BNI LED lamp market has matured and is in a levelling-off phase due to declining shipment shares and stable prices.

4.3.1 Free-ridership In the case of Mail-in, free-ridership occurs when participants would have still implemented energy efficiency upgrades and measures in the absence of the service. The free-ridership levels were assessed during the 202...

AI summary The 2021 free-ridership level for the Mail-in program was assessed at 26%, an increase from 19% in 2019. This was determined through a telephone survey that considered factors like planning, cost, and previous participation in energy efficiency programs. The increase is attributed in part to more participants making decisions before learning about BER.

Measure Category Average Free ridership Level Sample Size Population Size Margin of Error All 26% 42 373 6.6% Sample populations included participants from both 2020 and 2021. Table 14: 2021 Mail-in Free-ridership

AI summary Table 14 presents data on free-ridership levels from the 2021 mail-in survey, showing an average free-ridership level of 26% with a sample size of 42 and a margin of error of 6.6%. The data includes participants from both 2020 and 2021.

4.3.3 Net-to-gross Ratio Calculation The NTGR is calculated using the following equation. $$NTGR = (1 - \% Free-ridership + \% Spillover)$$ Using the free-ridership and spillover levels established for Mail-in, the Evaluator calculated the...

AI summary The Net-to-gross Ratio (NTGR) is calculated using the equation NTGR = (1 - % Free-ridership + % Spillover). The Evaluator used free-ridership and spillover levels established for Mail-in to calculate NTGR values, which are presented in Table 15.

Table 15: 2021 Mail-in NTGRs Measure Category Free-ridership Spillover NTGR All 26% 0% 0.74 4.3.4 Evaluated Net Savings

AI summary The document presents Table 15, which outlines the 2021 Mail-in NTGRs, including free-ridership at 26%, spillover at 0%, and an NTGR of 0.74. It also references section 4.3.4, which evaluates net savings.

5.3 Net Savings The Evaluator determined the net energy savings. i.e. the electrical energy savings that can be reliably attributed to a program component. by estimating the NTGR. In the case of Instant Rebates. the NTGR is established by...

AI summary The Evaluator calculated net energy savings by estimating the NTGR, with special consideration for free-ridership in the case of Instant Rebates.

5.3.1 Free-ridership For Instant Rebates. free-ridership corresponds to the proportion of savings due to natural market trends. Thus, the free-ridership assessment is aimed at estimating the level of sales of energy efficient measures that...

AI summary The text discusses the assessment of free-ridership in the Instant Rebates program, which measures the proportion of energy savings that would have occurred naturally in the market without the program's influence. Methods included surveys with participants and in-depth interviews with distributors, targeting LED lighting measures that accounted for 93% of energy savings.

Table 22: 2021 Instant Rebates Free-ridership Measure Category Overall 2021 Free-ridership Level Free-ridership Level (from distributor interviews) Free-ridership Level (from participant survey) Margin of Error (from distributor interviews...

AI summary Table 22 presents free-ridership levels for 2021 Instant Rebates across different LED measures, based on distributor interviews and participant surveys, with varying margins of error for each category.

5.3.2 Net-to-gross Ratio Calculation The NTGR is calculated using the following equation. $$NTGR = (1 - \% Free-ridership)$$ As presented in [Table](#page-73-1) 23, using the free-ridership levels outlined in Subsection [5.3.1](#page-71-1)...

AI summary The Net-to-gross Ratio (NTGR) is calculated as (1 - % Free-ridership). Based on free-ridership levels from Subsection 5.3.1, NTGRs were established for main measure categories, while a NTGR of 1.00 was applied for other measures sold through Instant Rebates.

Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 32.696 GWh 0.74 24.107 GWh Evaluation Results 32.596 GWh 0.66 21.380 GWh 89% Peak Demand Savings Tracked Savings by EOne 5.588 MW...

AI summary The evaluated net energy and demand savings were 11% lower than the tracked values by EOne, primarily due to increased free-ridership levels for lighting measures. The table shows gross and net savings for energy and peak demand, along with realization rates.

7.1.6 Free-ridership Levels – LED Lighting The Evaluator examined the unitary savings values and free-ridership levels to gain insights into the evolution of the BNI LED lighting market in Nova Scotia. For Instant Rebates, free-ridership c...

AI summary The Evaluator analyzed free-ridership levels for LED lighting under the BNI program, noting that the method changed in 2017 to include end-user surveys. Free-ridership levels for LED linear lamps and outdoor fixtures increased from 2019 to 2021, attributed to higher distributor free-ridership.

2021 BER-Finding: Following the site visits, the Evaluator made downward adjustments to energy and peak demand savings for Mail-in. The Mail-In lighting project review and site visit results revealed that the parameters used to determine t...

AI summary The 2021 BER-Finding highlights downward adjustments to energy and peak demand savings for the Mail-in program due to incorrect reporting of parameters like HOUs and peak coincidence factors. It also notes a decline in the NTGR for Mail-in and Instant Rebates, attributed to increased free-ridership. The LED fixture market is approaching maturity, with stabilizing prices and growing shares despite overall shipment declines.

Table 1: Overview of Data Collection Activity Descriptor This Instrument Instrument Type Participant Survey Estimated Time to Complete 15 minutes Target Audience Participants who received a mail-in rebate Expected Number of Completions 70...

AI summary This document outlines the data collection activity for a participant survey targeting individuals who received a mail-in rebate. The survey aims to assess awareness, satisfaction, and potential improvements for the BER Mail-in program, with research questions divided into sections and a timeline of October to November.

C. Free-Ridership - C1. Had your organization already decided to implement energy-efficient measures before you heard about the Business Energy Rebates Program? - 1. Yes - 2. No - 98. (Don't know) - 99. (Refused) - C2. [ASK IF [C1=](#page-...

AI summary This section of the proceeding focuses on free-ridership in the context of the Business Energy Rebates Program. It asks respondents whether they had already decided to implement energy-efficient measures before participating in the program and whether they would have paid for those measures without the rebate.

D. Free-Ridership - D1. [ASK ALL] Were you aware that you had received a rebate when purchasing these ? [CODE ONLY ONE] - 1. Yes - 2. No - 98. (Don't know) - D2. [ASK IF D1=2 OR 98] I just want to make sure I understand – When you purchase...

AI summary The text outlines a series of questions related to free-ridership in the context of rebates provided by Efficiency Nova Scotia's Business Energy Rebates Program. It seeks to determine whether respondents were aware of receiving rebates and how they became aware of the program.

APPENDIX IX BER: MAIL-IN ALGORITHM FOR FREE-RIDERSHIP CALCULATION [Table](#page-182-1) below presents the algorithm for calculating the free-ridership level for Mail-in measures. The algorithm is based on participant survey questions desig...

AI summary This appendix describes an algorithm used to calculate free-ridership levels for Mail-in measures within the Business Energy Rebates (BER) program. The algorithm uses survey data on variables like planning, quantity, efficiency, timing, cost, and program influence to determine program attribution and free-ridership levels per participant.

Table 1: BER-MI Participant Survey Free-ridership Algorithm C3. If your organization had not received the rebate from Efficiency Nova Scotia, would you have paid the full cost of the energy-efficient measures? (Scale 0 to 10) IF DK OR REF:...

AI summary This table outlines the algorithm used to calculate free-ridership scores for participants in the Business Energy Rebates (BER) Program. It includes questions about whether participants would have implemented energy-efficient measures without the rebate, their level of influence, and the likelihood of postponing implementation if the rebate had not been offered.

APPENDIX XII BER: INSTANT REBATES ALGORITHM FOR FREE-RIDERSHIP CALCULATION The figure below presents the algorithms for calculating the free-ridership level for Instant Rebates measures. The algorithm is based on participant survey questio...

AI summary This appendix outlines the algorithm used to calculate free-ridership levels for Instant Rebates measures. The algorithm relies on survey data from participants and interviews with distributors to assess various factors, which are then used to determine program attribution and free-ridership levels.

ments fell into one of the following categories: - › M&V methodology errors or gaps - › Peak demand savings absent from project files - › Keying and typographical errors While adjustment ratios were generally low for these services, this i...

AI summary The document highlights issues with M&V methodology, missing peak demand savings data, and typographical errors in project files. Adjustments were needed in 46% of sampled files in 2021, and there is a need to improve M&V processes and documentation. A 2021 recommendation calls for prioritizing improvements in service requirements and internal review practices for Retrofit and Building Optimization programs.

Table 3: 2021 Custom Net-to-gross Ratios for Energy Savings Retrofit New Construction Building Optimization Free-ridership Level 16% 15% 9% Spillover Level 0% 0% 0% Net-to-gross Ratio 0.84 0.85 0.91 For the OEM Operational Demand Savings P...

AI summary Table 3 presents the 2021 custom net-to-gross ratios for energy savings across different categories. The free-ridership levels are 16%, 15%, and 9% for Retrofit, New Construction, and Building Optimization, respectively, with spillover levels at zero. The net-to-gross ratios are 0.84, 0.85, and 0.91. The OEM Operational Demand Savings Pilot assumed zero free-ridership and spillover due to its limited scope.

New Construction Key Findings and Recommendations 2021 New Construction-Finding: EOne succeeds in influencing New Construction building design through the many influence factors, and influence on design occurs by the end of the design phas...

AI summary EOne effectively influences new construction building design through various factors, including energy models, incentives, and technical assistance. The evaluation confirmed these influences and led to the development of a new phone interview questionnaire to assess free-ridership. The timing of free-ridership assessment should be adjusted to align with major design decisions made by the end of the design phase.

2021 New Construction Recommendation 1: Interview participants shortly after having signed the CPA. - › To do so, EOne could identify participants who have signed a CPA at the end of every quarter and ask a third party to interview them. T...

AI summary EOne is recommended to interview participants shortly after signing the CPA, using a third party to ensure confidentiality. If initial contact attempts fail, a web survey or free-ridership questionnaire should be used. A second contact should be provided for better reach.

EMIS Findings and Recommendations This subsection presents the key findings and recommendations resulting from the EMIS evaluation. 2021 EMIS-Finding: EMIS net energy savings did not reach target levels due to low participation. As outline...

AI summary The 2021 EMIS evaluation found that net energy savings were far below targets, with only 9% of electrical energy savings achieved and minimal peak demand savings. Participation was extremely low, with only one participant. The evaluation confirmed that free-ridership and spillover levels remained nil, maintaining a NTGR of 1.

Table 8: Implementation Status of Past Recommendations for Custom # Recommendations Status Comments 2020-Custom R2 Improve project file documentation processes. Implemented EOne has developed a checklist to ensure consistency across projec...

AI summary Table 8 outlines the implementation status of past recommendations related to custom programs. Two recommendations from 2020 have been implemented: improving project file documentation processes and incorporating a multi-source approach to measure free ridership for large-saving projects.

2 CUSTOM EVALUATION APPROACH The 2021 Custom evaluation comprises a comprehensive impact evaluation for Retrofit, Building Optimization, and New Construction and a process evaluation for New Construction. The main objectives of the 2021 Cu...

AI summary The 2021 Custom evaluation focuses on assessing the impact and process of Retrofit, Building Optimization, and New Construction programs. Key objectives include gathering participant perspectives, understanding decision-making processes, collecting free-ridership data, and calculating energy savings and GHG emissions.

Evaluation Objectives Research Questions Methodology the New Construction participant decision making process project planning, and the influence of EOne on those elements be collected to ensure the most reliable and accurate free ridershi...

AI summary The document outlines research objectives and methodologies for evaluating free-ridership in New Construction participants and calculating gross and net results. It includes interviews, tracking sheet audits, and energy model reviews to assess data accuracy, savings calculations, and free-ridership levels.

New Construction Participant Decision-making Process Interviews During the 2021 summer, Econoler conducted interviews with different stakeholders to collect information on the Custom New Construction participant decision-making process onc...

AI summary Econoler conducted interviews in 2021 with EOne staff and consultants to understand the Custom New Construction participant decision-making process and develop a new free-ridership approach. The approach was tested through interviews with participants who recently signed Custom Project Agreements.

Participant Phone Interviews To collect information on participant free-ridership and participant perspectives, the Evaluator conducted participant phone interviews in the fall of 2021 and in January 2022 to cover 10 out of the 12 sampled...

AI summary The Evaluator conducted participant phone interviews in 2021 and 2022 to gather information on free-ridership and participant perspectives, covering 10 out of 12 sampled New Construction projects and all three participants of the OEM Operational Demand Savings Pilot.

Project File Reviews and Participant Follow-up Phone Interviews In the fall of 2021 and January 2022, Econoler and its subcontractor CDM Energy Solutions carried out a full technical review of project documentation for 26 Retrofit projects...

AI summary In 2021 and early 2022, Econoler and CDM Energy Solutions reviewed 26 Retrofit and 6 Building Optimization projects, conducting follow-up interviews with participants and OEMs to finalize reviews and gather data on free-ridership, spillover, and project performance. Protocols from Appendices V to VIII were used for these evaluations.

4.3 Net Savings The Evaluator determined the net energy and peak demand savings, i.e. the electrical energy and peak demand savings that can be reliably attributed to a service, by estimating the net-to-gross ratio (NTGR). More precisely,...

AI summary The Evaluator calculated net energy and peak demand savings using the net-to-gross ratio (NTGR), which accounts for spillover and free-ridership effects. For the OEM Operational Demand Savings Pilot, free-ridership and spillover were assumed to be zero due to the pilot's limited scope and participant selection.

6.3.1 Free-ridership In the case of Retrofit, free-ridership occurs when participants would have still implemented energy efficiency upgrades and measures in the absence of the service. The free-ridership level was assessed using a self-re...

AI summary Free-ridership in the Retrofit program was assessed through phone interviews with participants, revealing a 16% free-ridership level with a 10.6% margin of error for 2021. The assessment considered influences from prior EOne program participation and awareness efforts. A separate calculation was done for Pay-for-Performance participants due to differences in implementation.

6.3.2 Participant Spillover For Retrofit, participant spillover occurs when participants implement eligible energy efficiency measures due to influence from previously participating in the service without receiving any kind of additional s...

AI summary The document discusses participant spillover in energy efficiency programs, specifically in Retrofit and Pay-for-Performance. It found negligible spillover effects from Retrofit participants and no spillover from Pay-for-Performance participants. The Evaluator used phone interviews and an algorithm to estimate spillover levels.

2021 Retrofit Impact Evaluation Highlights - › Retrofit gross energy savings at the generator were established at 14.570 GWh and total gross peak demand savings were established at 3.007 MW at the generator. - › Retrofit gross lifetime ene...

AI summary The 2021 Retrofit Impact Evaluation highlights significant energy and peak demand savings from the retrofit program, including 14.570 GWh in gross energy savings, 12.821 GWh in net energy savings, and 7,489 tonnes of annually avoided CO2 eq. The evaluation also reports a 16% free-ridership level and a realization rate of 107% for energy savings.

7 NEW CONSTRUCTION PROCESS EVALUATION This section provides a summary of the key findings from the New Construction process evaluation. The Evaluator collects information on the New Construction participant decision-making process only onc...

AI summary This section summarizes the evaluation of the New Construction process, highlighting that information on participant decision-making is collected post-project completion, which may be years after decisions were made. The Evaluator explored ways to collect this information closer to the time decisions are made.

7.2 Developing a New Data-collection Approach Based on the insights presented in the previous section about the participant decision-making process and how EOne influences building design, the Evaluator developed a new approach to obtain t...

AI summary A new data-collection approach was developed to obtain reliable and accurate free-ridership assessments, informed by insights into participant decision-making and the influence of EOne on building design.

Timing The Evaluator asked surveyed New Construction staff, BDMs, and the modelling consultant about the most appropriate time to interview participants about their decision-making process. All parties agreed that interviewing participants...

AI summary The Evaluator recommends interviewing participants about their decision-making process after they sign the CPA, as this is when key energy use decisions are made. Free-ridership assessments should be conducted soon after project completion, but the Evaluator suggests doing so at the CPA signing stage for practicality. In some cases, the CPA is signed later, but interviews should still occur after the CPA is signed.

Proposed Questionnaire and Free-ridership Algorithm The Evaluator developed a questionnaire and free-ridership algorithm to obtain early feedback on participant free-ridership levels. The questionnaire and algorithm, which are presented in...

AI summary The Evaluator developed a questionnaire and free-ridership algorithm to assess early feedback on participant free-ridership levels. The tool was created following industry best practices, aiming to identify decision-makers, understand participant intentions, and quantify the influence of the service on energy efficiency decisions.

Respondents New Construction staff and BDMs indicated that the individual who signed the CPA should be interviewed for the free-ridership assessment because they are usually one of the key decision-makers. The Evaluator also proposed a mul...

AI summary Respondents suggest that the individual who signed the CPA should be interviewed for the free-ridership assessment as a key decision-maker. A multisource approach is recommended to interview all key decision-makers. Energy modellers and OEMs are not recommended for interviews, as they do not make the final decision on building design, though their influence is accounted for in the algorithm.

Mode Considering the importance of identifying the key decision-makers and complexity of the questionnaire, the Evaluator recommended that the questionnaire be administered via phone interviews. The Evaluator considered other options such...

AI summary The Evaluator recommended phone interviews for administering the questionnaire to ensure neutrality and accurate measurement of free-ridership, rejecting other methods like web surveys or CPA paperwork due to potential biases and limitations in capturing detailed responses.

Risks and Mitigation Strategies The Evaluator identified the following risks with the proposed approach and mitigation strategies: - › Risk: Participants could be worried that their answers affect the implementation incentive amount obtain...

AI summary The Evaluator identified risks related to participant honesty, capturing free-ridership, and the effectiveness of early free-ridership assessment. Mitigation strategies include third-party interviews, algorithm adjustments, and testing the approach with a small group of participants.

Summary and Plan for Testing the Data-collection Approach The Evaluator found that obtaining feedback from participants once they sign the CPA to obtain a more accurate free-ridership assessment is appropriate. The Evaluator developed a ne...

AI summary The Evaluator recommends using a new phone interview questionnaire to assess free-ridership for participants who signed the CPA. Different approaches were applied based on when participants signed the CPA, with the new method being used for those signing in Q4 2021 or later.

7.3 Key Findings and Recommended Approach for Future Data Collection The Evaluator tested the new approach during the fall of 2021 with five projects in which participants had recently signed the CPA. The Evaluator had planned to interview...

AI summary The Evaluator tested a new data collection approach for the Custom Project Agreement (CPA) in 2021 with five projects. The new methodology and data-collection instruments were found to be effective, though reaching builders for interviews proved challenging. The Evaluator recommends interviewing participants shortly after signing the CPA and using a third party to conduct interviews and safeguard responses.

2021 New Construction Process Evaluation Highlights - › The evaluation served to confirm that EOne succeeds in influencing building design through many avenues such as the mandatory energy model, implementation incentives, as well as techn...

AI summary The evaluation highlights the effectiveness of EOne in influencing building design through various methods, including mandatory energy models and technical assistance. It also recommends collecting feedback earlier in the process, specifically when participants sign the CPA, to improve free-ridership assessments and recommends using a new phone interview questionnaire for future evaluations.

9.3.1 Free-ridership In the case of New Construction, free-ridership occurs when participants would have still implemented energy efficiency measures in their new building in the absence of the service. The free-ridership level was assesse...

AI summary The evaluation of free-ridership in New Construction projects found a weighted average free-ridership level of 15% in 2021, down from 30% in 2020. A new questionnaire and algorithm were used to assess the influence of EOne activities on building design decisions, including energy models and implementation incentives. The multisource approach had limited impact on results.

9.3.2 NTGR Calculation The NTGR is calculated using the following equation: $$NTGR = (1 - \% Free-ridership)$$ [Table](#page-75-1) 26 outlines the free-ridership levels established for New Construction along with the NTGR values calculated...

AI summary The NTGR is calculated as (1 - % Free-ridership), with Table 26 outlining free-ridership levels and corresponding NTGR values for new construction projects.

Table 26: Evaluated 2021 New Construction NTGRs All Other Projects Fully Claimed in 2021 Free-ridership Level 15 % Participant Spillover Level 0 % NTGR 0.85 9.4 Evaluated Net Savings

AI summary Table 26 presents the evaluated 2021 new construction NTGRs with a free-ridership level of 15% and a participant spillover level of 0%, resulting in an NTGR of 0.85. Section 9.4 discusses the evaluated net savings related to these figures.

Table 29: Comparison of 2021 New Construction Tracked and Evaluated Savings at the Generator Gross Savings Net Savings Realization Value Unit NTGR Value Unit Rate Energy Savings Tracked Savings by EOne 13.364 GWh 0.70 9.355 GWh Evaluation...

AI summary Table 29 compares 2021 new construction tracked and evaluated savings at the generator. Evaluated gross energy savings were lower than tracked savings due to model adjustments, but realization rates exceeded 100% because of a reduced free-ridership level (15% compared to 30% in 2020).

11.3.1 Free-ridership Free-ridership occurs when participants would have implemented energy efficiency upgrades and measures in the absence of a service. The free-ridership level assessment was based on a self-report approach that involved...

AI summary Free-ridership in energy efficiency programs was assessed through self-reported interviews, revealing a 9% free-ridership level for 2021 with a 7.2% margin of error. Participants credited the service, technical assistance from EOne, and incentives as key factors in their decision-making and implementation of energy efficiency measures.

11.3.2 Participant Spillover Since the Evaluator opted to measure free-ridership for Building Optimization in 2021, the participant phone interviews were leveraged to measure spillover as well. For Building Optimization, participant spillo...

AI summary The Evaluator measured participant spillover for Building Optimization in 2021 by conducting phone interviews. No respondents reported implementing additional energy efficiency measures beyond those provided through the service, resulting in no spillover effects.

ve and deploy M&V processes, savings calculation protocols, service requirements, as well as documentation and associated supporting materials to align these with best practices for custom programs. EOne should work on a priority basis to...

AI summary The document discusses the need to improve M&V processes and service documentation for custom programs, with a focus on increasing the level of detail and quality. It also highlights free-ridership levels for Retrofit and New Construction, noting a slight increase and the need for monitoring. Additionally, it mentions a trend of projects closing after the sampling period, which could affect future evaluation quality.

2021 Custom-Finding: Both the evaluated net energy and peak demand savings determined by the Evaluator were higher than the savings tracked by EOne. Evaluated gross energy and peak demand savings were slightly lower than those tracked by E...

AI summary The 2021 Custom-Finding indicates that evaluated net energy and peak demand savings were 11% and 5% higher than those tracked by EOne, primarily due to lower free-ridership rates and positive true-up adjustments to Retrofit projects.

New Construction Key Findings and Recommendations 2021 New Construction-Finding: EOne succeeds in influencing New Construction building design through the many influence factors, and influence on design occurs by the end of the design phas...

AI summary EOne successfully influences new construction building design through various factors such as energy models, implementation incentives, and technical assistance. The evaluation process led to the development of a new phone interview questionnaire to assess free-ridership, with the timing for this assessment adjusted to align with the end of the design phase when participants sign the CPA.

2021 New Construction Recommendation 1: Interview participants shortly after having signed the CPA. - › To do so, EOne could identify participants who have signed a CPA at the end of every quarter and ask a third party to interview them. T...

AI summary This recommendation outlines a process for EOne to interview participants shortly after signing a CPA, ensuring confidentiality and increasing the likelihood of contacting key decision-makers. It suggests using third-party interviews, follow-up surveys, and a free-ridership questionnaire as necessary.

Project Reviews and Phone Interviews In January 2021, savings reviews were conducted for each continuing participant through desk reviews supported by phone interviews. Richard Patterson performed the review of one of the continuing projec...

AI summary In January 2021, project reviews for continuing participants were conducted through desk reviews and phone interviews, with Richard Patterson and Econoler leading the process. Site visits were canceled due to the pandemic, and evaluations of free-ridership were postponed to 2022. The evaluation protocol and project review adjustments are detailed in appendices.

2021 SEM Impact Evaluation Highlights - › SEM achieved 1.845 GWh in net electrical energy savings and 0.282 MW in net peak demand savings at the generator in 2021. - › While energy savings were not adjusted significantly by the Evaluator,...

AI summary The 2021 SEM Impact Evaluation highlights 1.845 GWh in net electrical energy savings and 0.282 MW in net peak demand savings. Peak demand savings were increased by 63% due to unreported savings, and the EUL estimation approach was revised. The assumption of zero free-ridership and spillover remains valid, but new measures need further validation.

D. Free-ridership - D1. Why did your organization decide to build a better-than-code building? [DO NOT READ] - 1. Lower operation costs - 2. Energy policy in my organization - 3. Environmental reasons/energy efficiency - 4. Competitors are...

AI summary This section discusses free-ridership in the context of energy efficiency incentives. It asks respondents about their motivations for building better-than-code buildings, whether incentives influenced their decisions, and the impact of financial incentives on project financing and design choices.

APPENDIX XI CUSTOM: RETROFIT AND BUILDING OPTIMIZATION ALGORITHM FOR FREE-RIDERSHIP CALCULATION Table 1 below presents the algorithm for calculating free-ridership levels for the Custom Retrofit and Building Optimization Program participan...

AI summary This appendix outlines an algorithm for calculating free-ridership levels for participants in the Custom Retrofit and Building Optimization Program. It mentions the use of a participant interview guide to assess various aspects of program participation and how the results are used to calculate free-ridership levels.

Table 1: Free-ridership Algorithm for Retrofit and Building Optimization Question Response Score Planning D1. Had your organization finalized the details Yes USE D2 of the energy efficiency project BEFORE knowing that you would receive an...

AI summary This table outlines a free-ridership algorithm related to energy efficiency projects in Nova Scotia. It assesses whether organizations finalized project details before knowing about potential incentives and how confident they were in receiving them. The table also explores how cost reductions influenced project approval.

APPENDIX XIII CUSTOM: NEW CONSTRUCTION ALGORITHM FOR FREE-RIDERSHIP CALCULATION This new set of questions and algorithms for Custom New Construction free-ridership assessment was developed as part of the 2021 process evaluation.

AI summary This appendix outlines a new algorithm for assessing free-ridership in Custom New Construction as part of the 2021 process evaluation. It introduces a set of questions and methods to evaluate free-ridership more effectively.

Table 1: Participant Interview Questionnaire and Free-ridership Algorithm Question (From the Custom New Construction Participant Interview Guide) Response Score Identifying Key Decision-makers A1. We hope to interview the key decision-make...

AI summary This table outlines a participant interview questionnaire focused on identifying key decision-makers in the context of building better-than-code construction, with a specific emphasis on free-ridership algorithm considerations.

SBES Findings and Recommendations This subsection presents the key findings from the SBES evaluation. The Evaluator has no specific recommendation for SBES in 2021. 2021 SBES-Finding: Net energy savings were within 1% of target, while peak...

AI summary In 2021, the SBES program achieved energy and peak demand savings close to its targets, with a 77% increase in participation. However, peak demand savings fell short of targets, and free-ridership among DIY participants increased to 15%. The Evaluator's findings showed a 7% discrepancy in net savings compared to EOne's tracking.

Table 5: 2021 SBES Evaluation Approach Evaluation Objectives Research Questions Methodology Collect information on participant perspectives › How do participants become aware of SBES? › What is the level of satisfaction with SBES among par...

AI summary Table 5 outlines the 2021 SBES Evaluation Approach, focusing on collecting participant perspectives, calculating gross and net results, and evaluating the effectiveness of the SBES program. The methodology includes participant surveys, tracking sheet audits, peak demand savings reviews, and GHG emission reduction calculations.

4.3 Net Savings The Evaluator determined the net energy and peak demand savings, i.e. the electrical energy and peak demand savings that can be reliably attributed to a program component, by estimating the net-to-gross ratio (NTGR). The Ev...

AI summary The Evaluator calculated net energy and peak demand savings using the net-to-gross ratio (NTGR), considering free-ridership and spillover effects. A survey with 50 SBES participants was conducted to assess free-ridership, while no spillover updates were done in 2021.

4.3.1 Free-ridership Free-ridership occurs when participants would have implemented energy efficiency upgrades in the absence of the program component. The free-ridership levels were assessed using a self-reporting approach that involved a...

AI summary This section discusses the assessment of free-ridership in energy efficiency programs. Free-ridership occurs when participants would have implemented energy efficiency upgrades without the program. The assessment used self-reported data from a telephone survey with different question sets for different participant paths. The free-ridership levels for the DIY path increased significantly from 7% in 2019 to 15% in 2021, while the Audit path remained at 12% due to low survey response rates. The CDI pilot had no free-ridership assessment.

Project Path Average Free-ridership Level Margin of Error Audit 12% 6.5% DIY 15% 3.7% CDI Pilot - N/A Value from the 2019 evaluation. Table 13: 2021 SBES Free-ridership Level

AI summary Table 13 presents the 2021 SBES free-ridership levels for different project paths, showing average levels and margins of error. The data includes values from the 2019 evaluation for the Audit path.

Project Path Free-ridership Participant Spillover NTGR Audit 12% 0% 0.88 DIY 15% 0% 0.85 CDI Pilot - - 1.00 Table 14: 2021 SBES NTGRs

AI summary Table 14 presents the 2021 SBES NTGRs for different project paths, including Audit, DIY, and CDI Pilot, along with their respective free-ridership and participant spillover percentages.

Table 17: Comparison of 2021 SBES Tracked and Evaluated Savings at the Generator 11 Gross Savings NTGR Net Savings Realization Value Unit Value Unit Rate Energy Savings Tracked Savings by EOne 10.937 GWh 0.93 10.169 GWh Evaluation Results...

AI summary Table 17 compares tracked and evaluated savings from the Smart Building Energy Solution (SBES) in 2021. Evaluated gross savings were slightly higher than tracked savings, but evaluated net savings were 7% lower due to higher free-ridership in the DIY path. The Net-to-Gross Ratio (NTGR) was also lower in evaluated results.

5 SBES KEY FINDINGS AND RECOMMENDATIONS The objectives of the 2021 SBES evaluation were to calculate gross and net SBES results, namely electrical first-year and lifetime energy savings, peak demand savings, as well as avoided GHG emission...

AI summary The 2021 SBES evaluation found that net energy savings were close to targets, but peak demand savings fell short. Participation increased significantly, driven by higher incentives and the CDI pilot. Satisfaction among participants was high, but free-ridership for DIY participants rose to 15%. Evaluated net savings were 7% lower than EOne's tracked values due to higher free-ridership.

Small Business Energy Solutions Appendix I SBES: Participant Survey Questionnaire Appendix II SBES: Participant Survey Results Appendix III SBES: Tracking Sheet Audit Appendix Iv SBES: Commercial Direct Install Pilot - Gross Savings Parame...

AI summary The document outlines various appendices related to the Small Business Energy Solutions (SBES) initiative, including survey questionnaires, results, tracking sheets, savings parameters, free-ridership calculation algorithms, and 2021 recommendations. These materials support the evaluation and implementation of energy efficiency programs for small businesses.

Factor (READ AND RANDOMIZE) Responses a. The free audit 98 Don't Know Response 99 Refused b. Information or advice from the small business energy auditor. 98 Don't Know Response 99 Refused c. [IF REBATE=YES] The program rebate 98 Don't Kno...

AI summary The document presents a table with responses to various factors related to energy efficiency programs, including free audits, information from auditors, rebates, financing options, and contractor availability. The section 'Free-Ridership for DIY Path' is mentioned in the context of lighting and HVAC measures.

APPENDIX V SBES: ALGORITHM FOR FREE-RIDERSHIP CALCULATION The figures below present the algorithms for calculating the SBES free-ridership levels for the Audit path and DIY path (lighting and HVAC measures). The participant survey question...

AI summary This appendix outlines the algorithm used to calculate free-ridership levels for the SBES program, specifically for the Audit and DIY paths. The methodology involves analyzing participant survey data to assess program components and determine the extent of free-riding.

Free-ridership – Audit Path C3/C4. If your business had not received the rebate or financing from ENS as well as the free audit, would you have paid for the full cost of the energy-efficient upgrades you installed? (Scale 0 to 10) C3orC4 =...

AI summary The text outlines a survey methodology to assess free-ridership in energy efficiency programs. It includes questions about whether businesses would have undertaken energy-efficient upgrades without program rebates, financing, or audits, and how their plans were influenced by the SBES program.

4 Figure 1: 2020 and 2021 Results as Progress towards 2020-2022 DSM Plan Performance Targets 6 Energy and demand savings are calculated at the generator and net of free ridership and spillover. 2020 results are evaluated results and 2021 7...

AI summary Figure 1 evaluates 2020 and 2021 energy/demand savings progress toward the 2020-2022 DSM Plan targets. Savings calculations account for free ridership and spillover effects. 2020 results are finalized, while 2021 results remain pending verification. The planned savings reference the Compliance Filing Plan's targets.

BNI Efficient Product Rebates (2021) - The shortfall in net peak demand savings can be attributed to the following factors: - o Several lighting projects for Mail-In were completed at facilities that were not operational during peak demand...

AI summary The shortfall in net peak demand savings from the BNI Efficient Product Rebates program in 2021 is due to lighting projects completed at non-operational facilities, lower demand savings from certain product measures, and increased free-ridership levels for lighting measures.

1 Table 9: Custom Incentives Program Results Custom Incentives (2021) • E1 introduced a revised incentive structure for New Construction to encourage construction of even higher performing buildings, with tiers ranging from 25% better than...

AI summary Table 9 outlines the results of the Custom Incentives Program in 2021, including the introduction of a revised incentive structure for New Construction, the completion of a Small New Construction pilot, efforts to increase compressed air audits in industrial facilities, and the development of a new free-ridership questionnaire for New Construction.

7 2021 low-income results includes estimates of low-income participation in program components where income is not disclosed. Estimates reported in previous quarters may have been updated and are 8 reflected in the annual totals. Energy an...

AI summary The text discusses low-income participation in energy efficiency programs in Nova Scotia, including assumptions made when income data is not disclosed, and provides context on program components like HomeWarming and the Mi'kmaw Home Energy Efficiency Project. It also notes that energy and demand savings are net of free-ridership and spillover effects, and that expenditure amounts are unaudited.

Table 4: Update on Implementation of 2020 Verification Recommendations Year Evaluation/ Verification Recommendation Text Source Status Comments Expected Period of Completion 2020 Evaluation Review the strategy for data collection among bui...

AI summary The 2020 evaluation recommended reviewing data collection strategies among builders due to difficulties in reaching them, leading to high margins of error in free-ridership and spillover assessments. E1 agrees with the recommendation and changed the 2021 evaluation scope to a condensed approach, deferring builder interviews until future discussions with the Evaluation Consultant.

ness/efficacy. For example, for 2021, 21 E1 recommended that additional free-ridership surveys be used by the Evaluation 22 Consultant, early in the project, for larger Custom New Construction projects with long 23 execution timeframes. Th...

AI summary E1 recommends using additional free-ridership surveys early in large Custom New Construction projects with long timelines to better capture participants' motivations during decision-making for the Custom program component, as part of the 2023-2025 DSM Plan application.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL 1 Equipment baselines are also established and reviewed through annual program evaluation 2 acti...

AI summary E1 outlines measures to establish equipment baselines, evaluate programs annually, and limit free ridership through incentives. Initiatives like the Large Industrial Initiative and Pay For Performance aim to boost savings, while enhanced rebates in categories like lighting and ventilation are highlighted as strategies to increase program uptake during the pandemic.