E-12027-2031 DSM Plan Application
56 passages
Application of EfficiencyOne as Holder of the Efficiency Nova Scotia Franchise FILED WITH THE NOVA SCOTIA ENERGY BOARD March 31, 2026
AI summary EfficiencyOne seeks to hold the Efficiency Nova Scotia franchise, filed with the Nova Scotia Energy Board on March 31, 2026. The application pertains to regulatory approval for managing demand-side management (DSM) programs in Nova Scotia.
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The Public Utilities Act, R.S.N.S. 1989, c . 380 , as amended - and - IN THE MATTER OF: An Application by EfficiencyOne for Approval of a Demand-Side Management (DSM) Purchase Agreement between Ef...
AI summary The Nova Scotia Energy Board is considering EfficiencyOne's application to approve a DSM Purchase Agreement with Nova Scotia Power Inc., establish a final agreement between the parties, and approve a 2027–2031 DSM Resource Plan under the Public Utilities Act.
EFFICIENCYONE Per: James R. Gogan, Counsel Lucia Westin-Eastaugh, Counsel Name and Address for Service: James R. Gogan, CPA, CA, LLB EfficiencyOne Counsel McInnes Cooper 1969 Upper Water Street, Suite 1300 Halifax, NS B3J 2V1 Tel: 902-563-...
AI summary EfficiencyOne's counsel, James R. Gogan and Lucia Westin-Eastaugh, provide contact details for a Nova Scotia regulatory proceeding. The document includes information for service, including address and email, indicating involvement in a regulatory process under the Public Utilities Act.
of the Board as set out in section 4 of its Order with respect to the 2026 Extension matter. E1 respectfully submits that its extensive efforts, and the results thereof, as demonstrated in this Application are responsive to all of the Boar...
AI summary E1 asserts its efforts in the 2027–2031 DSM Plan meet the NSEB's orders under the 2026 DSM Extension Decision. The submission emphasizes compliance with regulatory requirements and responsiveness to Board directives.
1 Figure 2: 2027–2031 DSM Preferred Plan Average Annual Expenditures
AI summary The document presents Figure 2, which outlines the average annual expenditures for the 2027–2031 DSM Preferred Plan. It is part of a regulatory proceeding in Nova Scotia, focusing on demand-side management strategies and their financial implications. The figure is referenced in the context of energy policy and utility regulation, though specific data or analysis within the text is not provided.
4 Figure 3: 2026 DSM Plan Expenditures
AI summary Figure 3 outlines 2026 Demand-Side Management (DSM) Plan expenditures, part of a Nova Scotia regulatory proceeding. It references entities like NS Power, NSEB, and E1, with context on energy planning and regulatory frameworks under the Public Utilities Act and Energy and Regulatory Boards Act.
1 6. PREFERRED PLAN DETAILS
AI summary The section titled 'Preferred Plan Details' is part of a regulatory proceeding document in Nova Scotia, though no substantive content is provided in the given text. It likely outlines details of a preferred plan for energy management or utility regulation.
1 of this Evidence, was specifically intended to save time, money, and resources by reducing the frequency of full regulatory proceedings. E1 has outlined its proposed mid-term check-in process below. E1 proposes to hold a mid-term session...
AI summary E1 proposes a mid-term check-in with the DSMAG in Q1 2029 to review progress on DSM Plan implementation, including performance targets, spending trends, and challenges. Annual reporting enhancements include quarterly DSMAG sessions in Q2 to discuss APR and Evaluation Reports, with opportunities for stakeholder feedback.
4 9. ALTERNATE SCENARIO
AI summary The document introduces an 'Alternate Scenario' section within a Nova Scotia regulatory proceeding, though no specific content or analysis is provided in the given text. Key acronyms and entities related to energy regulation and utility management are referenced.
2.2 DISCUSSION OF 2023-2025 RESULTS E1's 2025 Annual Progress Report (APR), filed March 31, 2026, provides detailed discussion of 2025 results and cumulative progress toward the 2023–2026 DSM Plan performance targets. Results for 2023 and...
AI summary E1's 2025 Annual Progress Report (APR) details 2025 results and cumulative progress toward 2023–2026 DSM Plan targets, noting implementation challenges like market changes and program adjustments. Results are contextualized within the DSM Plan period, with insights informing the 2026 DSM Extension and future planning. References to prior APRs (2023–2024) and regulatory approvals are included.
10 3.4 COST-EFFECTIVENESS - 11 In the Energy Board's Decision regarding E1's Application for approval of a New Benefit-Cost Analysis Test - for Evaluating Demand Side Management Plans (M12282), the Energy Board directed E1 to:[9](#page-107...
AI summary E1 must use the Program Administrator Cost (PAC) test for evaluating its 2027–2031 Demand Side Management (DSM) Plan, with NS Power's WACC (6.65%) as the discount rate. The Energy Board directed this under the Public Utilities Act (PUA), requiring portfolio-level cost-effectiveness screening. E1 achieved a PAC result of 2.4 (above the 1.0 threshold) and provided justifications for measures failing cost-effectiveness tests.
4.2 PORTFOLIO KEY OBSERVATIONS
AI summary Section 4.2 discusses portfolio key observations related to energy management, regulatory frameworks, and programs in Nova Scotia. It references acronyms like DSM, PUA, NSEB, and NS Power, highlighting topics such as demand response, energy efficiency, and utility rate design.
4.5 PROGRAM SAVINGS AND INVESTMENT - 15 Table 8, below, provides the five-year savings and investment details by program component for the - 16 2027–2031 Preferred Plan. 4 13 14 DATE FILED: March 31, 2026 2
AI summary The text references Table 8, which outlines five-year savings and investment details by program component for the 2027–2031 Preferred Plan. The document is part of a regulatory proceeding, with a filing date of March 31, 2026, and focuses on energy program planning and investment analysis.
6.1 RESIDENTIAL EFFICIENT PRODUCT REBATES PROGRAM - 6.1.1 OVERVIEW, OBJECTIVES, OPPORTUNITY - [Table 16](#page-133-0) provides a description of the Residential Efficient Product Rebates program for 2027–2031. DATE FILED: March 31, 2026 Pag...
AI summary The Residential Efficient Product Rebates Program (2027–2031) is outlined in Table 16. The document provides an overview of objectives and opportunities for residential energy efficiency initiatives, filed on March 31, 2026.
15 6.4 BNI EFFICIENT PRODUCT REBATES PROGRAM
AI summary The BNI Efficient Product Rebates Program is part of a Nova Scotia regulatory proceeding, focusing on demand-side management and energy efficiency initiatives. It operates under frameworks like the Public Utilities Act and Energy and Regulatory Boards Act, aiming to promote energy-efficient products for business, non-profit, and institutional sectors.
12 6.5 CUSTOM INCENTIVES PROGRAM
AI summary Section 6.5 of the Nova Scotia regulatory proceeding discusses the Custom Incentives Program, focusing on demand-side management (DSM) and energy efficiency (EE) initiatives. The program involves entities like NS Power, NSEB, and DSMAG, with considerations for cost recovery, rate design, and regulatory compliance under the ERBA and PUA frameworks.
11 7.3 DEMAND RESPONSE PROGRAM
AI summary This section outlines the Demand Response Program within the Nova Scotia regulatory proceeding, involving entities such as NS Power and NSEB, with references to various acronyms and programs related to energy management and regulatory frameworks.
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AI summary This document is from a Nova Scotia regulatory proceeding, listing acronyms and entities relevant to energy regulation, including organizations like NS Power, programs such as DSM, and regulatory frameworks like the PUA and ERBA. It outlines key terms for energy efficiency, demand response, and utility cost recovery mechanisms.
8 9. ENABLING STRATEGIES
AI summary The section titled 'ENABLING STRATEGIES' introduces the context for regulatory proceedings in Nova Scotia, listing relevant acronyms and organizations involved in energy management and regulatory processes. No detailed content or arguments are present in the provided text.
9.4 ENABLING STRATEGIES – CATEGORY DESCRIPTIONS The investment and activity descriptions for each Enabling Strategy category are detailed in this section.
AI summary This section outlines investment and activity descriptions for Enabling Strategy categories within a Nova Scotia regulatory proceeding, focusing on strategies to support energy management and resource planning.
INFORMATION & ANALYTICS
AI summary The INFORMATION & ANALYTICS section outlines regulatory proceedings in Nova Scotia, involving energy efficiency, demand-side management, and utility rate structures. Key entities include NS Power, NSEB, and ERBA, with topics focusing on DSM, EE, and rate design.
1 Table 58: 2027–2031 DSM Planning
AI summary Table 58 outlines Demand Side Management (DSM) planning for the years 2027–2031 as part of a Nova Scotia regulatory proceeding, focusing on energy efficiency, demand response, and integrated resource planning strategies.
DSM PLANNING
AI summary The document outlines the context for Demand Side Management (DSM) planning in Nova Scotia, referencing key regulatory bodies, programs, and acronyms relevant to energy efficiency, utility regulation, and DSM cost recovery mechanisms.
REGULAR DSM MATTERS
AI summary The document heading indicates a section focused on regular Demand Side Management (DSM) matters under Nova Scotia regulatory proceedings. No further details or content are provided in the text.
13.4 ROUTINE REPORTING This section describes E1's DSM reporting over 2027-2031, including proposed content.
AI summary This section outlines E1's proposed Demand Side Management (DSM) reporting framework for 2027-2031, detailing content requirements and submission processes under Nova Scotia regulatory oversight.
13.4.3 ADVANCE NOTICE OF SIGNIFICANT CHANGES - In the event that E1 proposes significant changes to elements within an approved Plan, advance notice will be provided to the Energy Board and the DSMAG. Significant changes include: - Adding...
AI summary E1 must provide advance notice to the Energy Board and DSMAG for significant changes to approved plans, such as adding or terminating programs, and file applications with NSEB under PUA if circumstances like market shifts or regulatory changes affect plan feasibility.
3. PROJECT DEVELOPMENT
AI summary The document outlines the 'PROJECT DEVELOPMENT' section of a Nova Scotia regulatory proceeding, listing key acronyms and entities involved in energy regulation, including organizations like NS Power, NSEB, and programs such as DSM and EE. It provides context for technical terms and regulatory frameworks relevant to the proceeding.
1 Figure 1: Project development workflow 2 DATE FILED: March 31, 2026 Page 4 of 14
AI summary Document chunk from a Nova Scotia regulatory proceeding featuring 'Project development workflow' figure, dated March 31, 2026. Context includes energy sector acronyms and regulatory entities involved in utility planning and oversight.
4. PILOT OVERVIEW
AI summary The section outlines a pilot program overview within a Nova Scotia regulatory proceeding, listing acronyms related to energy management, utility regulation, and program administration. Key terms include Demand Side Management (DSM), Public Utilities Act (PUA), and Nova Scotia Energy Board (NSEB), reflecting the regulatory and operational context of the proceeding.
4.2 Pilot Lifecycle The pilot lifecycle for developing new initiatives and launching them as programs is shown in Figure 2 below. Figure 2: Pilot lifecycle process flow The pilot lifecycle begins with evaluating ideas for feasibility, valu...
AI summary The pilot lifecycle outlines stages for developing initiatives into programs, including feasibility evaluation, concept refinement, planning with stakeholder input, execution with testing and iteration, and concluding with a recommendation package for full-scale launch. Metrics from Innovation Goals (1.1) are used throughout.
1 2. INTRODUCTION 2 The forward-looking RBIA is an analysis of the rate and bill impacts associated with the proposed DSM - 3 investment only. It compares the impacts of the proposed DSM investment to a scenario where there is - 4 no DSM i...
AI summary The document discusses the forward-looking and historical Rate and Bill Impact Analysis (RBIA) for Demand Side Management (DSM) investments in Nova Scotia. It highlights E1's proposal to eliminate historical RBIA filings except during DSM Plan Application years, and the NSUARB's acceptance of this approach. The analysis informs DSM investment levels and considers non-participant impacts.
3.4 COMPARISON OF 2027-2031 PREFERRED PLAN AND ALTERNATE
AI summary The section compares the preferred plan and alternate for 2027-2031, though no specific details are provided in the text. Key regulatory and energy-related terms are referenced, including demand-side management, energy efficiency, and utility regulations.
2 Alternate Scenario)
AI summary The document references an alternate scenario within a regulatory proceeding, likely exploring demand-side management (DSM) strategies, cost recovery mechanisms, and energy efficiency programs. Key entities include NS Power, NSEB, and DSMAG, with topics focusing on regulatory frameworks and program evaluations.
ting of participants from multiple resources. DATE FILED: March 31, 2026 Page 8 of 8 Attachment 3: Results by Rate Class 2027-2031 Alternate Scenario 4 7 8 10 11 44 This graph shows bill impacts of all DSM resources combined,as percentage...
AI summary The document evaluates the impact of Demand Side Management (DSM) resources on electricity bills and participation rates across rate classes from 2027-2031. It compares participants (with average DSM savings) and non-participants, highlighting bill differences relative to a no-DSM scenario. Graphs illustrate annual and active participation rates, emphasizing double-counting adjustments for multi-resource participation.
Methodology for determination of changes in NS Power's base cost rates as a result of DSM-induced changes in class usage and total system costs November 27, 2020
AI summary This document outlines the methodology for adjusting NS Power's base cost rates based on DSM-induced changes in class usage and system costs. It involves regulatory analysis under the ERBA and NSUARB frameworks, focusing on cost recovery and rate design considerations.
Attachment A
AI summary Attachment A lists acronyms related to Nova Scotia's energy regulation, including organizations, programs, and legal frameworks involved in utility proceedings. Key terms cover demand-side management, rate design, and energy efficiency initiatives.
Changes in total Revenue Requirement
AI summary The document discusses changes in total revenue requirement, a key metric in utility regulation, though specific details of the changes are not provided in the text. It is part of a regulatory proceeding in Nova Scotia.
Results
AI summary The document section 'Results' is under review, with no substantive content provided. Key entities and topics are inferred from the context, including regulatory bodies, energy programs, and technical terms related to Nova Scotia's energy sector.
"COSS Outputs" tab The "COSS Outputs" tab provides two sets of bar graphs of percentage change in class rates due to DSM over the period 2011–2035 calculated as either arithmetic or load-weighted rate changes. The graphs within each set ar...
AI summary The 'COSS Outputs' tab presents bar graphs analyzing percentage changes in class rates due to DSM (Demand Side Management) from 2011–2035, using arithmetic or load-weighted rate changes. It breaks down effects on unit base cost revenues, including 'No DSM' scenarios and DSM cost inclusions. A control panel tests inflation and avoided cost scenarios on class unit costs and revenues.
n NSPI and EfficiencyOne including 34 all Schedules attached hereto. 35 (c) "Business Day" means Monday to Friday, except federal, provincial, and civic 36 holidays within the Province of Nova Scotia.
AI summary The document lists schedules related to NSPI and EfficiencyOne, including definitions such as 'Business Day' as Monday to Friday, excluding holidays in Nova Scotia.
45 Schedule B (Page 2 of 2)
AI summary Second page of Schedule B from a Nova Scotia regulatory proceeding, listing acronyms related to energy regulation, utility management, and demand-side programs. Context includes terms like DSM, PUA, NSEB, and NS Power, reflecting regulatory frameworks and energy initiatives in Nova Scotia.
Confidential Information 1. The Parties agree that for the purpose of this Agreement "Confidential Information" means all information, regardless of the form in which it is communicated or maintained and prepared by the Disclosing Party, a...
AI summary The agreement defines 'Confidential Information' broadly, encompassing all data shared between parties, including reports, analyses, and intellectual property. It emphasizes protection of such information, including materials filed with the Nova Scotia Utility and Review Energy Board ('the Board') in confidence. The definition includes access credentials for electronic copies and explanations provided by either party marked as confidential.
Permitted Disclosures - 6. The Recipient shall be permitted to disclose relevant aspects of the Confidential Information to its employees and professional advisors to the extent that such disclosure is reasonably necessary for the performa...
AI summary The Recipient may disclose Confidential Information to employees and advisors under confidentiality agreements, notifying the Disclosing Party and ensuring compliance. Disclosures mandated by law or regulatory bodies require prior notice to the Disclosing Party, allowing them to seek protective orders or waive confidentiality. The Recipient must remove commercially sensitive information where possible and notify the Disclosing Party of court/regulatory orders.
(c) " Business Day " means Monday to Friday, except federal, provincial, and civic holidays within the Province of Nova Scotia. DATE FILED: March 31, 2026 Page 4 of 33
AI summary Defines 'Business Day' as Monday to Friday excluding holidays in Nova Scotia. Document dated March 31, 2026, page 4 of 33. Part of a regulatory proceeding table of contents.
sfers or assigns all or substantially all of its assets; (f) a petition in bankruptcy is filed with respect to either Party; or (g) any proceeding is commenced under any bankruptcy or insolvency legislation or under any other federal, stat...
AI summary Section 20 outlines default and termination conditions, including events like bankruptcy or insolvency proceedings. If a breach occurs, the defaulting party may avoid termination by correcting the breach within the required timeframe and providing an acceptable plan to the non-defaulting party and NSEB. The non-defaulting party may apply to the NSEB to terminate the agreement upon an Event of Default.
To EfficiencyOne: EfficiencyOne 230 Brownlow Avenue Suite 300 Dartmouth, NS B3B 0G5 Attention: CEO Facsimile: (902) 470-3599 - 21.2 All notices may be sent by facsimile, a nationally recognized overnight courier service, first class mail o...
AI summary The document outlines procedures for delivering notices to EfficiencyOne, specifying presumed receipt dates based on delivery method (facsimile, courier, mail). Notices are deemed received on business days, with adjustments for non-business days or late arrivals. Either party may update their notice address via written notice.
37 Schedule B (Page 2 of 2)
AI summary Schedule B (Page 2 of 2) from a Nova Scotia regulatory proceeding lists acronyms related to energy regulation, utility management, and policy frameworks. It includes terms for demand-side management, rate design, and energy efficiency programs, reflecting the context of utility oversight and regulatory analysis in Nova Scotia.
Confidential Information 3 1. The Parties agree that for the purpose of this Agreement "Confidential Information" 4 means all information, regardless of the form in which it is communicated or 5 maintained and prepared by the Disclosing Pa...
AI summary The agreement defines 'Confidential Information' as all information disclosed by the Disclosing Party to the Recipient, including reports, analyses, contracts, and intellectual property, under the Purchase Agreement or as directed by the Nova Scotia Energy Board. It emphasizes information filed with the Board in confidence and includes access credentials for electronic data.
Permitted Disclosures - 8 6. The Recipient shall be permitted to disclose relevant aspects of the Confidential 9 Information to its employees and professional advisors to the extent that such disclosure is reasonably necessary for the perf...
AI summary The Recipient may disclose confidential information to employees and advisors if necessary for their duties, provided they sign confidentiality undertakings and inform the Disclosing Party. Exceptions apply for legal obligations or court orders, requiring prompt notification and steps to protect commercially sensitive data. The Recipient is liable for breaches and must allow the Disclosing Party at least ten days to remove sensitive information before disclosure.
Appendix F Proposed Updated Standardized Filing Framework
AI summary Appendix F outlines a proposed updated standardized filing framework, likely related to regulatory processes in Nova Scotia's energy sector. The context includes numerous acronyms and entities relevant to energy regulation, utility management, and policy frameworks.
Standardized Filing Framework Prepared by EfficiencyOne Updated: [insert date] DATE FILED: March 31, 2026 Page 1 of 13
AI summary The document outlines a Standardized Filing Framework prepared by EfficiencyOne for a Nova Scotia regulatory proceeding. It includes metadata such as the filing date (March 31, 2026) and page count, but no detailed content beyond the header and preparer information.
23 3.1 Glossary of Terms - 24 Definitions in Table 1, below, are standardized and apply throughout this document. Requirements - reflecting the Board's decision on the Benefit-Cost Analysis test are drawn from M12282[.5](#page-418-0) 25
AI summary The glossary section standardizes definitions, with requirements based on the Board's decision in M12282 regarding the Benefit-Cost Analysis test. Definitions in Table 1 apply throughout the document.
4.2.4 Avoided Costs - NSIESO will work with the DSM franchise holder to develop avoided cost calculations for demand- - side management resources[.6](#page-412-1)
AI summary NSIESO will collaborate with the DSM franchise holder to develop avoided cost calculations for demand-side management resources. The process involves evaluating the financial benefits of DSM initiatives to inform regulatory decisions.
4.3 DSM Resource Plan Development
AI summary This section discusses the development of a Demand Side Management (DSM) Resource Plan, focusing on strategies to manage energy demand, improve efficiency, and integrate programs like demand response and energy efficiency initiatives.
4 4.8.5 Rate and Bill Impact Analysis - 5 Each DSM Resource Plan application will include: - 6 a historical RBIA summarizing the long-term impact to rates and bills of all DSM activities up to and including those of the previous calendar y...
AI summary Each DSM Resource Plan application must include a historical RBIA and a forward-looking RBIA. NS Power is required to provide a rate-impact analysis for the proposed DSM Plan and alternate scenarios.
13 4.9 Demand Side Management Advisory Group - 14 The DSM Advisory Group is a forum intended to facilitate the timely sharing of information, - 15 exchanging of ideas, and meaningful discussion amount members on current or emerging DSM - 1...
AI summary The Demand Side Management Advisory Group (DSMAG) serves as a forum for members to share information, exchange ideas, and discuss current or emerging demand-side management (DSM) issues in a collaborative manner.