Topic/Matter Intersection

Topic:"Incentive Structures" in M09096

Matter: Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne (E1) and Nova Scotia Power Inc.(NS Power), the establishment of a final agreement between the parties, and approval of a 2020-2022 Demand Side Management (DSM) Resource Plan
397 passages 24 documents

Incentive Structures across all matters →

E-1-1Application 24 passages
11 5.2.1.1 Residential p. p. 35
11 5.2.1.1 Residential 12 13 For residential customers, the Preferred Plan focuses on the barriers of affordability and 14 up-front costs, lack of information and awareness of energy efficient technologies and 15 benefits, lack of time and...

AI summary The residential section discusses barriers to participation in energy efficiency programs, including affordability, upfront costs, lack of information, and split incentives between landlords and tenants. The Preferred Plan aims to address these barriers through targeted program components, as detailed in Table 6.

1 Table 7: BNI barriers to participation and mitigating strategies p. p. 39
1 Table 7: BNI barriers to participation and mitigating strategies Program Program Component Brief Description of Program Component Target Market Segment Barriers Addressed in Preferred Plan and How INCENTIVES Energy Management Information...

AI summary Table 7 outlines BNI barriers to participation and mitigating strategies, focusing on incentives for energy management information systems in industrial and institutional markets. It addresses barriers such as upfront costs and internal competition for capital, offering financial incentives and support from EfficiencyOne staff and service providers.

Preamble p. pp. 39-129
DATE FILED: February 28, 2019 Page 28 of 62 1 Some of the key improvements and enhancements to increase access to BNI energy 2 efficiency programs and services offered by the Preferred Plan include: - 3 The Small New Construction service w...

AI summary The document outlines key improvements to BNI energy efficiency programs, including support for small commercial buildings, enhanced participation in the SBES program through a facilitated path, and investment in research and development for future program components.

4 Residential Efficient Product Rebates: Program Description p. pp. 100-101
4 Residential Efficient Product Rebates: Program Description

AI summary The document outlines a program description for Residential Efficient Product Rebates. Key details are not provided in the text, which only includes a heading. The context lists relevant acronyms and entities involved in Nova Scotia's energy efficiency regulatory framework.

6 4.1.1 Overview p. p. 101
6 4.1.1 Overview 7 The Residential Efficient Product Rebates program provides residential customers 3 access to financial incentives for consumer products through retail channels and to retire and/or replace old inefficient appliances. The...

AI summary The Residential Efficient Product Rebates program includes Appliance Retirement (retiring inefficient appliances with financial incentives) and Instant Savings (point-of-sale rebates for energy-efficient products). Appliance Retirement also offers free replacements for low-income customers via the HomeWarming program, while Instant Savings collaborates with retailers for in-store engagement.

4.1.2 Enhancements in 2020-2022 p. pp. 101-103
4.1.2 Enhancements in 2020-2022 Two enhancements to the Residential Efficient Product Rebate program are being introduced in the Preferred Plan to help Nova Scotians make energy efficient choices about large residential appliances.

AI summary The Preferred Plan introduces two enhancements to the Residential Efficient Product Rebate program to assist Nova Scotians in making energy-efficient choices regarding large residential appliances, aiming to promote energy conservation and reduce consumption.

Efficient Clothes Dryers p. p. 103
Efficient Clothes Dryers Instant Savings will offer a point-of-sale rebate on energy efficient clothes dryers. This proposed enhancement aligns with other jurisdictions that have recently introduced incentives for efficient dryers includin...

AI summary The proposal introduces a point-of-sale rebate for energy-efficient clothes dryers through Instant Savings, aligning with similar initiatives by BC Hydro, Fortis BC, Efficiency Vermont, and MassSave. This aims to promote energy efficiency and reduce consumption.

4.2.1 Overview p. p. 112
being introduced. Rebates will be offered on products such as heat pumps, biomass space heating equipment, solar thermal products for space and water heating, and electric thermal storage (ETS) units. Home Energy Assessment was developed s...

AI summary The text outlines rebates for energy-efficient products like heat pumps and solar thermal systems, and describes the Home Energy Assessment program, which provides tailored recommendations and financial incentives to help homeowners implement energy-saving upgrades through NRCan Registered Energy Advisors.

Mid-stream[12](#page-115-0) Delivery Approach for Cold Climate Ductless Heat Pumps p. pp. 114-115
Mid-stream[12](#page-115-0) Delivery Approach for Cold Climate Ductless Heat Pumps Currently, incentives for ductless heat pumps are delivered through a downstream mail- in rebate via Green Heat or as part of whole home upgrades in Home En...

AI summary The document proposes transitioning from downstream mail-in rebates to mid-stream instant rebates for cold climate ductless heat pumps, aiming to reduce administrative barriers, improve customer understanding, and lower upfront costs. EfficiencyOne will collaborate with distributors to promote the program.

7 Efficient Product Rebates: Program Description p. p. 134
7 Efficient Product Rebates: Program Description 8

AI summary The document outlines the Efficient Product Rebates program, a component of Nova Scotia's energy efficiency initiatives. It likely details rebate structures, eligibility criteria, and administrative processes, though specific content is not provided in the excerpt.

9 5.1.1 Overview p. p. 134
9 5.1.1 Overview 10 The Efficient Product Rebates program provides BNI customers with financial 11 incentives for the installation of energy efficient and system-peak demand-reducing - equipment. The program focuses primarily on equipment...

AI summary The Efficient Product Rebates program offers BNI customers two rebate pathways for energy-efficient equipment: instant rebates through distribution partners and mail-in rebates, which may be adjusted based on project specifics. The program targets commercial, industrial, and institutional customers with predictable energy savings.

Demand Reduction p. pp. 135-142
Demand Reduction Demand reduction initiatives are being introduced as part of the broader DSM portfolio in the Preferred Plan. These initiatives are meant to build on the 2019 demand reduction pilot. Demand reduction focused measures are i...

AI summary Demand reduction initiatives are part of the Preferred Plan's DSM portfolio, building on the 2019 pilot. The BNI Efficient Product Rebates program offers rebates for ETS options targeting business customers, aligning with broader demand reduction goals.

Program Delivery p. pp. 138-153
Program Delivery BNI Efficient Product Rebates uses a self-directed approach for both the instant savings and mail-in incentive pathway. Through instant savings, point-of-purchase discounts are available on a variety of high efficiency equ...

AI summary The BNI Efficient Product Rebates program employs self-directed approaches, including instant savings and mail-in incentives, with electrical and pumping distributors playing a key role in promoting rebates and assisting customers. Distributors are also part of the Efficiency Trade Network (ETN), which provides marketing and training support.

5.1.7 Performance Indicators p. pp. 138-139
5.1.7 Performance Indicators 14 15 13 Performance indicators for the BNI Efficient Product Rebate program are provided in Table 16 below. 17 18 16

AI summary The document discusses performance indicators for the BNI Efficient Product Rebate program, referencing Table 16 for detailed metrics. The section outlines evaluation criteria for the program's effectiveness and compliance with regulatory standards.

Table 16: 2020-2022 BNI Efficient Product Rebates Performance Indicators p. p. 139
Table 16: 2020-2022 BNI Efficient Product Rebates Performance Indicators Year Investment ($ million) First-Year Energ Savings (GWh) Lifetime Energy Peak Demand Savings Savings (GWh) (MW) Total Resource Cost Test (TRC) a Program Administrat...

AI summary Table 16 outlines the performance indicators for the BNI Efficient Product Rebates program from 2020 to 2022, including investment, energy savings, cost metrics, and participation levels. The data shows consistent growth in energy savings and participation over the years.

10 5.1.9 Program Alternatives p. p. 140
10 5.1.9 Program Alternatives 11 EfficiencyOne considered the same key principles in both the development of the 2020- 2022 Preferred DSM Resource Plan and alternate scenario. The significant difference between the Alternative scenario and...

AI summary EfficiencyOne developed both a preferred DSM resource plan and an alternate scenario for 2020-2022, with the latter showing reduced participation due to lower energy savings and investment. Table 18 highlights differences in the BNI Efficient Product Rebates program between scenarios.

5.2 Custom Incentives: Program Description p. p. 141
5.2 Custom Incentives: Program Description

AI summary The section outlines the Custom Incentives program under Demand Side Management (DSM), managed by Efficiency Nova Scotia (ENS) and Nova Scotia Power Inc. (NSP). Key entities include regulatory bodies, programs, and legislation relevant to energy efficiency and utility regulation in Nova Scotia.

5.2.3 Objectives p. p. 142
5.2.3 Objectives - Objectives of the Custom Incentives program include:

AI summary The objectives of the Custom Incentives program are outlined, focusing on its role in promoting energy efficiency and supporting specific customer needs through tailored incentive structures.

- influence electrical energy efficiency and system-peak demand reduction p. pp. 142-143
- influence electrical energy efficiency and system-peak demand reduction 1 projects within Nova Scotia; 2 • build awareness around the benefits of energy efficiency to program participants; 3 • increase awareness of cost-effective energy...

AI summary The document outlines goals for influencing electrical energy efficiency and reducing system-peak demand through various initiatives, including increasing awareness of energy efficiency options, helping customers overcome barriers to implementing complex projects, and diversifying program offerings. It also highlights market barriers such as financial constraints and upfront costs for feasibility studies.

Program History p. pp. 143-145
Program History The Custom Incentives program began with a single component, Custom Retrofit, in May 2008. When Efficiency Nova Scotia began administering the program in 2010, it added a New Construction program component to help streamlin...

AI summary The Custom Incentives program, initiated in 2008, expanded under Efficiency Nova Scotia from 2010, adding New Construction and Building Optimization components. Pilots like compressed air optimization (2013) and Building Optimization (2014) broadened offerings. EMIS (2013) and SEM (2014) evolved to support energy efficiency. The program provides tailored financial and technical assistance for retrofits, new construction, and energy management.

1 5.2.8 Low-Income Performance Indicators p. pp. 147-148
1 5.2.8 Low-Income Performance Indicators 2 3 Low-Income performance indicators for the Custom Incentives program are provided 4 in Table 19 below. 5

AI summary The document references Table 19, which contains low-income performance indicators for the Custom Incentives program. No further details or analysis are provided in the excerpt.

5.3.1 Overview p. p. 149
5.3.1 Overview The Direct Installation program (marketed as Small Business Energy Solutions 'SBES') provides small business customers access to technical assistance and financial incentives for the installation of energy efficient and syst...

AI summary The Direct Installation program (SBES) offers small businesses technical assistance and financial incentives for energy-efficient upgrades via self-directed or facilitated pathways. Self-directed allows customer-chosen contractors, while facilitated includes energy audits. Financial support covers prescriptive products and customized incentives based on audited savings.

Section 507 p. p. 311
- 4 A: Yes. As we see in Table 2, lighting average unit costs continue to decline. Many program - 5 administrators have now realized reduced costs for lighting programs by shifting initiatives from a - 6 downstream approach (direct-to-cust...

AI summary The text discusses the declining average unit costs for lighting programs due to shifts in initiative approaches, such as moving from downstream to midstream or upstream strategies. It acknowledges that while lighting savings may decline, there will still be cost-effective opportunities and continued need for market support.

34 Compensation p. p. 386
34 Compensation 35

AI summary The document section titled 'Compensation' is referenced in a Nova Scotia regulatory proceeding. However, the provided text contains no substantive content beyond the section heading and a number ('35'), offering no details on compensation mechanisms, stakeholders, or regulatory considerations.

E-3E1 (NSPI) RIRs to IR-1 to IR-69 179 passages
Section 3
1.6 New Home Construction 2.2 5.3 1.6 RESIDENTIAL TOTAL 14.2 51.2 10.0 BUSINESS, NONPROFIT AND INSTITUTIONAL PROGRAMS (BNI) EFFICIENT PRODUCT REBATES 5.2 32.5 5.1 Business Energy Rebates 5.2 32.5 5.1 CUSTOM INCENTIVES 6.1 34.3 3.6 Custom 5...

AI summary The document outlines EfficiencyOne's (E1) application for approval of a supply agreement with Nova Scotia Power Inc. (NS Power) for electricity efficiency and conservation activities (DSM 2020-2022). It includes program participation data for residential, business, and enabling strategies initiatives, along with E1's responses to NS Power.

Section 7
.8 New Home Construction 9.0 17.0 4.8 RESIDENTIAL TOTAL 53.4 163.2 58.7 BUSINESS, NONPROFIT AND INSTITUTIONAL PROGRAMS (BNI) EFFICIENT PRODUCT REBATES 22.6 125.7 26.2 Business Energy Rebates 22.6 125.7 26.2 CUSTOM INCENTIVES 27.8 102.6 27....

AI summary The table presents program participation and expenditure data for residential and business energy efficiency initiatives in Nova Scotia, including Efficient Product Rebates, Custom Incentives, and Direct Installation programs, with totals indicating program costs and participant contributions across multiple years.

Section 31
Residential DSM Programs Efficient Product Rebates 3.3 7.7 13.9 99.6 1.5 1.2 2.3 Existing Residential 8.0 64.5 31.6 497.8 16.3 2.1 8.1 New Residential 2.6 12.5 5.4 162.5 1.5 1.6 4.9 Business, Nonprofit and Institutional Programs Efficient...

AI summary The table outlines participation figures for residential and business demand-side management (DSM) programs, including efficient product rebates, custom incentives, and direct installation initiatives. It categorizes data by program type and includes totals, highlighting the scale of energy efficiency efforts across residential, commercial, and institutional sectors.

Section 34
Residential DSM Programs Efficient Product Rebates 3.2 6.6 12.3 82.4 1.3 1.1 2.1 Existing Residential 8.0 67.7 31.6 515.3 16.5 2.2 8.4 New Residential 2.7 13.4 5.6 168.2 1.6 1.6 4.9 Business, Nonprofit and Institutional Programs Efficient...

AI summary The table outlines participation and cost data for residential and non-residential demand-side management (DSM) programs, including efficient product rebates, custom incentives, and direct installation initiatives. It categorizes programs into residential, business/nonprofit, and enabling strategies, with totals summarizing overall participation and expenditures.

Section 86
as $15.71M. 7 (ii) EfficiencyOne’s spending on lighting in 2018 was 51 percent of its total 2018 8 expenditure (excluding Enabling Strategies). 9 10 c) The most common residential lighting solution is LED A-Series lamps. EfficiencyOne is 1...

AI summary EfficiencyOne's spending on lighting in 2018 was 51% of its total expenditure, excluding Enabling Strategies. The most common residential lighting solution is LED A-Series lamps, with average prices provided for 2016–2018. Incentives for this measure were discontinued as of 2019.

Section 108
..................................................................12 APPENDIX A: CLEARESULT REPORT ........................................................................13 DATE FILED: June 30, 2016 Page i Date Filed: March 29, 2019 NS Po...

AI summary The document is an EfficiencyOne incentive setting methodology filing dated March 29, 2019, and includes an appendix with a ClearResults report dated June 30, 2016. The filing is part of a regulatory proceeding and relates to energy efficiency programs.

Section 109
9 NS Power IR-15 Attachment 1 Page 4 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary This document outlines EfficiencyOne's incentive setting methodology filing, which is part of a regulatory proceeding related to energy efficiency programs and customer incentives.

Section 112
NS Power IR-15 Attachment 1 Page 5 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary The document presents an incentive setting methodology filing by EfficiencyOne, which is part of a regulatory proceeding related to energy efficiency programs.

Section 113
1 2 The Board directs E1 to undertake research and make 3 recommendations on a more rigorous program for determining 4 incentives, which is to be filed by June 30, 2016, provided that 5 any revisions can be implemented shortly thereafter a...

AI summary The Board directed EfficiencyOne to develop a more rigorous program for determining incentives, with a report due by June 30, 2016. EfficiencyOne developed a Scope of Work, shared it with the DSM Advisory Group, and initiated an RFP process. CLEAResult was selected to conduct the research, which included a jurisdictional review and analysis of Nova Scotia’s electricity market.

Section 114
24 EfficiencyOne’s current incentive setting practices. 25 4. Application of CLEAResult’s findings, in a detailed quantitative manner, 26 to two Efficiency Nova Scotia programs: Custom Retrofit and Instant 27 Savings. 2 M06733, NSUARB Orde...

AI summary The document discusses EfficiencyOne’s current incentive setting practices and the application of CLEAResult’s findings to two Efficiency Nova Scotia programs: Custom Retrofit and Instant Savings. It references a 2015 order related to the approval of a Demand Side Management Resource Plan and a supply agreement between EfficiencyOne and Nova Scotia Power Incorporated.

Section 116
Page 3 of 13 Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 7 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 2. SUMMARY OF CLEARESULT’S RECOMMENDATIONS 2 3 CLEAResult’s findings indicate that Efficien...

AI summary CLEAResult's findings indicate that EfficiencyOne's incentive setting methodology is well aligned with other jurisdictions and follows recommended principles of incentive design. CLEAResult has proposed three main areas of improvement for EfficiencyOne.

Section 117
ain areas of improvement for EfficiencyOne as presented in their general 7 recommendations. 8 9 CLEAResult’s general recommendations are: 6 10 11 1. It is recommended that EfficiencyOne consider all of the 12 general principles for incorpo...

AI summary CLEAResult recommends that EfficiencyOne adopt a documented incentive setting process and update assumptions for various technologies through customer and technology research, as well as implement a TRM approach to support technology research and set appropriate incentive levels.

Section 118
The energy savings and cost effectiveness 33 metrics of the measures provide several reference points for 34 setting incentive levels. 5 CLEAResult, EfficiencyOne: Incentive Setting Methodology (June 29, 2016) [unpublished], at page 7. 6 I...

AI summary The text discusses the development of a consolidated calculator to support the incentive-level setting process for energy efficiency programs, referencing EfficiencyOne's methodology and a TRM process. It emphasizes the need for cost-effectiveness screening and integration of review protocols.

Section 119
inciples, conduct a program financial 17 simulation of all of the current incentives in the programs to 18 evaluate their current levels. 7 7 Ibid. DATE FILED: June 30, 2016 Page 5 of 13 Date Filed: March 29, 2019 NS Power IR-15 Attachment...

AI summary The document discusses the need to evaluate current incentive levels in programs through a financial simulation, citing a reference to a prior document. EfficiencyOne's methodology filing is mentioned.

Section 120
019 NS Power IR-15 Attachment 1 Page 9 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary The document outlines the EfficiencyOne incentive setting methodology filing, which is part of a regulatory proceeding related to energy efficiency programs.

Section 122
tor for incentive setting. 26 27 All other indicated actions are planned to be completed prior to June 30th, 2017. 8 Ibid, at page 40. DATE FILED: June 30, 2016 Page 6 of 13 Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 10 of...

AI summary The document outlines EfficiencyOne's incentive setting methodology filing, referencing actions planned for completion by June 30th, 2017, and citing a source from page 40. The filing was submitted on March 29, 2019, as part of a regulatory proceeding.

Section 124
1 3.1 Recommendation 1 2 EfficiencyOne agrees with having a well-defined and transparent process for 3 setting and defining incentive levels. Using the process flowcharts, review 4 templates and other materials CLEAResult provided in the R...

AI summary EfficiencyOne agrees to develop an Incentive Setting Manual based on CLEAResult's report, outlining roles, approval levels, processes, documentation, and compliance practices. The manual is to be completed by December 31, 2016, with training and implementation by June 30, 2017.

Section 129
NS Power IR-15 Attachment 1 Page 12 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16)

AI summary This document is an incentive setting methodology filing by EfficiencyOne, submitted as part of the NS Power IR-15 Attachment 1. It outlines the approach for setting incentives, likely related to energy efficiency programs.

Section 131
alculator 25 prior to the end of the 2016 calendar year. 26 27 3.3 Recommendation 3 28 EfficiencyOne agrees that conducting a financial simulation on existing 29 incentive levels, using CLEAResult’s six financial simulation metrics, is a 9...

AI summary EfficiencyOne agrees to conduct a financial simulation on existing incentive levels using CLEAResult’s six financial simulation metrics as part of a recommendation. The Custom Incentives Program already applies similar tools on a project-by-project basis.

Section 132
2019 NS Power IR-15 Attachment 1 Page 13 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 valuable exercise. This exercise will be useful in determining potential revisions 2 to current incentive levels, based on th...

AI summary EfficiencyOne plans to conduct an initial financial simulation by March 31, 2017, to determine potential revisions to current incentive levels. This process will serve as a baseline for evaluating future incentive levels, provided data remains reliable and valid. A two-year research plan is expected to improve data quality and availability for all technologies in EfficiencyOne’s portfolio by 2017 and 2018.

Section 134
ch 29, 2019 NS Power IR-15 Attachment 1 Page 15 of 206 EFFICIENCYONE INCENTIVE SETTING METHODOLOGY FILING (E-ENS-R-16) 1 5. CONCLUSION 2 EfficiencyOne is satisfied with the recommendations and conclusions presented 3 by CLEAResult. The wor...

AI summary EfficiencyOne is satisfied with the recommendations and conclusions presented by CLEAResult regarding the incentive setting methodology. EfficiencyOne requests the Board to accept these recommendations, along with the Implementation Plan and ongoing reporting mechanisms.

Section 148
Figure 1: Technology Adoption Process 14 Figure 2: Balance of Price Setting Influences 15 Figure 3: Uptake-Incentive Relationship 16 Figure 4: Theoretical Limits for Incentives 19 Figure 5: ACEEE State Energy Efficiency Scorecard 23 Figure...

AI summary The text lists figures related to the technology adoption process, price setting influences, incentive thresholds, and methodologies for incentive setting. These figures are part of an analysis or report on energy efficiency and incentive structures.

Section 151
Executive Summary As a result of the regulatory process for the 2016-2018 Demand Side Management (DSM) Resource Plan, EfficiencyOne was asked to review its current incentive level setting methodology. The Nova Scotia Utility and Review Boa...

AI summary EfficiencyOne was asked to review its incentive level setting methodology following the 2016-2018 DSM Resource Plan regulatory process. The UARB requested a quantitative analysis to assess whether incentive levels are set appropriately. CLEAResult was retained to examine methodologies from other jurisdictions and develop a comprehensive approach for Efficiency Nova Scotia’s programs.

Section 152
incentive update protocol (as supported by flow charts, a documentation template and an Excel-based tool) that prescribes both frequency and methodology of updates. The scope of the project focused on financial incentives, though the other...

AI summary The document discusses an incentive update protocol, including its methodology and frequency, and highlights the findings from jurisdictional research comparing ENS's performance to Nova Scotia's Achievable Potential study. It notes that while best practices exist, there is minimal formalized documentation on incentive design.

Section 153
could be identified that were employed by all jurisdictions in their incentive level setting processes. These principles include: 1. Assess and account for customer motivations and barriers to participation; 2. Determine technology savings...

AI summary The document outlines principles used by jurisdictions in setting incentive levels, including assessing customer motivations, technology savings, financial impacts, and benchmarking. EfficiencyOne's approach to incentive setting in Nova Scotia was reviewed, considering market-specific factors and four programs: Instant Savings, Custom, Business Energy Rebates, and Home Energy Assessment.

Section 154
We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 24 of 206 approach is well aligned to other comparable jurisdictions. Activities performed to-date, such as the recent price sensitivity resea...

AI summary CLEAResult identifies gaps in EfficiencyOne's incentive-setting process, including lack of formal documentation, outdated market penetration analysis, and absence of tools for short-term cost-effectiveness calculations. It recommends establishing a consistent and documented process to improve program delivery and refinement.

Section 155
EfficiencyOne would benefit as a peer leader by having a documented framework to ensure consistency in delivery and continuous refinement of the incentive setting process. 2. Conduct ongoing customer and technology research for identified...

AI summary EfficiencyOne is advised to develop a documented framework for consistency in incentive setting, conduct ongoing research on energy technologies, and ensure that energy savings and cost-effectiveness metrics are used to determine appropriate incentive levels.

Section 156
the incentive level. EfficiencyOne should follow a TRM approach to support technology research, which will assist in gathering this information. 4. Develop a consolidated calculator/tool for short-term incentive setting and program design...

AI summary EfficiencyOne is advised to use a TRM approach for technology research and to develop a consolidated calculator for short-term incentive setting and program design. CLEAResult has developed tools and templates to assist with this, including an Excel-based tool and financial simulations for specific programs.

Section 157
1. Instant Savings 2. Custom 8 We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 25 of 206 The purpose of this simulation was to evaluate EfficiencyOne’s current incentive levels. To support t...

AI summary This text discusses a simulation conducted to evaluate EfficiencyOne's current incentive levels, comparing them to three thresholds: cost to customer, program budget, and cost effectiveness.

Section 158
ducted to evaluate the current incentive levels versus the three incentive level thresholds: 1. Cost to Customer 2. Program Budget 3. Cost Effectiveness For Instant Savings, most of the incentive levels were within an appropriate range, bu...

AI summary The document evaluates the incentive levels in EfficiencyOne's programs against three thresholds: cost to customer, program budget, and cost effectiveness. It recommends further investigation and financial simulation for certain incentives, particularly for heavy-duty timers and outdoor clotheslines, and emphasizes the need for consistent, consolidated analysis and documentation.

Section 160
405.9 62.5 Final Order $102.15 million 405.9 62.5 Table 1: EfficiencyOne Targets and Budgets Between the Quantum Agreement and the Decision, there was a regulatory hearing to address a number of issues that the UARB had identified in its F...

AI summary EfficiencyOne is required to conduct research on incentive setting practices following guidance from the UARB, which emphasized the need for a more rigorous approach to determine minimum incentive levels that encourage participation with quantitative analysis.

Section 164
. Lastly, Nova Scotia’s energy efficiency policies and the associated regulatory structure were also studied to fully understand how they currently drive incentive setting for ENS’s programs. Review of Efficiency Nova Scotia’s Historical P...

AI summary The document discusses a review of Efficiency Nova Scotia's (ENS) historical program performance and incentive setting methodologies. It outlines an analysis of ENS's programs, including Instant Savings, Custom, Business Energy Rebates, and Home Energy Assessment, and compares them to recommended methodologies informed by jurisdictional best practices.

Section 165
n the recommended incentive setting methodologies. 11 We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 28 of 206 To assist EfficiencyOne in setting new, or modifying existing incentive rates,...

AI summary An Excel-based tool was created to assist EfficiencyOne in setting or modifying incentive rates. A program financial simulation was conducted for the Instant Savings and Custom programs to evaluate the appropriateness of current incentives against multiple criteria.

Section 166
We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 29 of 206 Incentive Setting for Energy Efficiency Programs Energy conservation programs feature different types of incentives to attract parti...

AI summary The text discusses the incentive structures used in energy efficiency programs to overcome barriers such as cost, time, and lack of knowledge. It outlines three main types of incentives: financial, convenience, and educational/technical assistance.

Section 169
are captured under program administration costs. It should be noted that there is a cost associated with providing the convenience incentive, regardless of whether they are accounted for as financial incentives or fall under other program...

AI summary The text discusses the categorization of convenience incentives in energy efficiency programs, including examples like appliance retirement and direct install. It notes that while some convenience-related costs are accounted for as financial incentives, others are considered part of good customer service or program delivery, not incentives.

Section 173
8/data/papers/10_56.pdf. Adapted from SoCal Edison 14 We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 31 of 206 review is very important to program success. Program and technology maturity i...

AI summary The text discusses the importance of incentive setting in energy efficiency programs, highlighting the need for careful price setting that considers both consumer willingness to pay and production costs. It emphasizes the role of program maturity and the lack of competing incentives in the energy efficiency industry.

Section 176
arch 29, 2019 NS Power IR-15 Attachment 1 Page 32 of 206 Figure 3: Uptake-Incentive Relationship10 Therefore, to identify perceived value to better understand how to characterize the curve, firms use several strategies for triangulation. 1...

AI summary The text discusses methods for determining perceived customer value and return on investment in energy efficiency programs. It highlights the use of consumer surveys, competitive product research, and historical experience to set incentives. The text emphasizes the importance of rigorous methodologies to avoid systemic issues due to lack of competition.

Section 177
o price: return on investment and perceived value. Finally, there needs to be a review protocol, which specifies how incentive levels should be reviewed, and if necessary, updated. 10 “The 3 Charts That Will Teach You Everything You Need t...

AI summary The text discusses the importance of return on investment for efficiency programs, emphasizing cost effectiveness and budget impact as key considerations. It also mentions the need for a review protocol to adjust incentive levels when necessary.

Section 180
However, incentives are often set at values below the return on investment ceiling, since the considerations involved in determining perceived value triangulate an incentive at a lower value. PERCEIVED VALUE For energy efficiency programs,...

AI summary The text discusses the importance of perceived value in energy efficiency programs and how incentives are often set below the return on investment ceiling. It highlights that perceived value influences customer participation and that determining this value is not a precise science but involves key considerations in incentive-setting.

Section 184
Incentives and their associated delivery strategies need to be considered carefully in attempting to solve barriers in these situations. Technology Research Technology research is essential when identifying perceived value. The three forec...

AI summary The text emphasizes the importance of technology research, including market price, technology penetration, and performance, in shaping incentive strategies. It also highlights the need for collaboration with supply chain and stakeholders to support program design and delivery.

Section 187
e change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 35 of 206 THEORETICAL LIMITS FOR INCENTIVES Based on the return on investment criteria as well as perceived value considerations, there are thr...

AI summary The text discusses theoretical limits for incentives in energy efficiency programs, including percentage of customer cost, PAC benefits, and budget constraints. These limits serve as reference points during the incentive design process and are independent of one another.

Section 188
ay consider the retail price/project cost, the incremental cost or the project payback in the calculation. The PAC is used for this activity since it captures incentive costs; unlike the TRC. SUMMARY OF INFLUENCES ON INCENTIVE RATES The di...

AI summary The text discusses the factors influencing incentive rates in programs, including budget impact, administrative costs, and the need to balance participation goals. It emphasizes that setting incentives is a complex process that involves both scientific and artistic considerations.

Section 189
ceilings on incentive levels 19 We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 36 of 206 Incentive Setting Factors that can Place Upwards Pressure on Factors that can Place Downwards Pressu...

AI summary The document discusses factors that influence incentive rates, including elements that can increase or decrease them. It outlines the importance of managing incentive levels to ensure effective program performance and cost control.

Section 191
measure is lower, thus supporting the reduction in incentive  Additional barriers are identified, which  The program delivery structure may require more or increased incentives to leverage cheaper supply chain costs, Supply Chain and res...

AI summary The discussion highlights that additional barriers may require increased incentives to address, such as distributors being unwilling to stock efficient products. It also notes that comparable jurisdictions offer higher incentives, which may indicate changes in market conditions that could justify reduced incentive rates.

Section 192
participation may indicate a change in market conditions to their market which can support a reduced incentive rate  Program evaluation suggests poor  Program evaluation suggests Program Evaluation program and market performance due to c...

AI summary The text discusses program evaluation and historical experience, highlighting that poor program performance may be due to insufficient financial incentives. It also suggests that market conditions and customer motivations beyond financial incentives can influence incentive rates.

Section 194
INCENTIVE RATE REVIEW PROTOCOL After determining incentive values by analyzing the considerations that determine the two influences (perceived value, return on investment) of incentive setting, the final requirement is to establish and fol...

AI summary This text outlines the need for a periodic review protocol for incentive rates in energy efficiency programs. Reviews should occur at least annually, though frequencies may vary based on program structure, market transformation rates, and technology evolution. Light-touch assessments can be conducted more frequently if needed.

Section 212
ified in market and the stage for setting incentive rates. potential means to address them. Through the supply chain and customer PG&E will set a maximum incentive rate which is roughly research, the thresholds of incremental 75-100% of in...

AI summary The text outlines the process of determining incentive rates through research on customer willingness to pay and incremental costs. It highlights the role of program administrators in capturing costs and setting rates based on data analysis.

Section 214
arget budget and cost effectiveness thresholds When considering the inclusion of a While NYSERDA will typically cap commercial incentive Program administrators identify the measure in programs, efficiency rates at 50% of project costs, it...

AI summary The text discusses considerations for setting incentive rates in energy efficiency programs, noting that while typical caps are 50% of project costs, agricultural customers may receive up to 70% due to policy goals and other factors. It also references a data analysis phase and model incentive rates.

Section 215
Model Incentive Rates General Principle Definition Examples Identified Best Practice

AI summary The text outlines the concept of model incentive rates, providing a general principle definition and examples, as well as identifying best practices related to incentives.

Section 217
ratepayers, or a bundling incentive option being considered, they should be noted and the participation forecast adjusted accordingly. Using preliminary incentive rates The Energy Trust of Oregon is mindful of the impact of Program adminis...

AI summary The text discusses the financial impacts and risks associated with incentive rates used in energy programs. It emphasizes the importance of balancing market barriers with incentive rates and adjusting participation forecasts accordingly. The Energy Trust of Oregon is mentioned as an example of an organization involved in this process.

Section 218
NS Power IR-15 Attachment 1 Page 44 of 206 Model Incentive Rates

AI summary The document references 'Model Incentive Rates' as part of NS Power's IR-15 Attachment 1, indicating a discussion related to financial incentives within a regulatory context.

Section 219
General Principle Definition Examples Identified Best Practice can set the stage for incentive administration and incentive funding in its programs  Determine the impact of adjustments in order to properly balance required to overcome the...

AI summary The text discusses the importance of balancing incentive rates with market barriers and program requirements to achieve savings goals. It highlights the need to assess the impact of incentives on program budgets and identify potential budget constraints that may hinder program effectiveness.

Section 249
ve levels) to adjust for annual variations in the avoided costs. Deployment of specific programs or measures can take advantage of annual variations, but it is difficult to apply this approach to an entire portfolio. Other jurisdictions, s...

AI summary The text discusses the challenge of adjusting for annual variations in avoided costs and how other jurisdictions, like Oregon, address this by aligning with energy efficiency policy and portfolio savings goals. It also notes that ENS is investigating the recognition of local avoided costs and the consideration of discount and premium zones for electricity conservation.

Section 254
essment to evaluate the new energy performance of the home, either through the ENERGY STAR®, EnerGuide, or R2000 rating systems. This incentive offer for commercial and industrial customers is offered through a midstream with Business Ener...

AI summary The document outlines energy efficiency programs for commercial and industrial customers, including prescriptive incentives, interest-free financing, and eligibility criteria based on energy consumption. Small businesses with annual consumption under 350,000 kWh receive up to 60% cost coverage for qualifying products.

Section 261
Program Identified Barriers Incentive Strategy 1) Residential customers worry about upfront 1) Residential customers receive incentives at the point of costs. For example, LED penetration, despite sale. The incentives are typically between...

AI summary The document outlines barriers to residential participation in energy efficiency programs, including concerns about upfront costs and the complexity of applying for incentives. It also highlights strategies such as instant discounts and the involvement of delivery agents to improve program participation.

Section 266
We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 55 of 206 Incentive Setting Methodology Analysis and Recommendations CLEAResult’s analysis and recommendations for incentive level setting met...

AI summary CLEAResult recommends an updated incentive setting methodology for EfficiencyOne, emphasizing general principles, a formal process, and program-specific recommendations for various energy efficiency programs. It highlights the need for up-to-date assumptions based on customer and technology research for residential and commercial energy efficiency technologies.

Section 267
cial fluorescent technology and commercial Variable Frequency Drive (VFD) technology are kept up to date by conducting customer and technology research. b) Further support technology research by implementing a TRM approach. The energy savi...

AI summary The text discusses the need to keep research on fluorescent and VFD technologies up to date, the implementation of a TRM approach for energy savings and cost-effectiveness metrics, and the development of a consolidated calculator for incentive-level setting. It also outlines the adoption of an incentive-setting methodology for program financial simulation.

Section 268
We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 56 of 206 GENERAL PRINCIPLES FOR INCENTIVE RATE SETTING Based on CLEAResult’s experience and research on best practices, it is recommended tha...

AI summary The text outlines general principles for incentive rate setting, emphasizing the importance of understanding customer motivations, technology savings, supply chain considerations, financial impacts, and jurisdictional benchmarking. It highlights the use of price sensitivity research and conjoint analysis for high-value incentive expenditures.

Section 275
We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 59 of 206  Current Incremental Equipment Cost;  Forecast Incremental Equipment Cost (in 1 year);  Energy Savings;  Expected Energy Savings...

AI summary The text outlines parameters for setting incentive levels in energy efficiency programs, including incremental equipment costs, energy savings, and incentive thresholds. It emphasizes the importance of reviewing these parameters through processes like TRM updates and program evaluations, especially when market penetration exceeds 50 percent.

Section 276
aluations, this information for prescriptive measures can be reviewed and updated annually or bi-annually as required. During these review, all parameters listed can be updated accordingly. SUPPLY CHAIN AND SERVICE PROVIDER RESEARCH The su...

AI summary The document discusses the importance of regularly reviewing prescriptive measures and engaging with the supply chain and service providers to gain insights for incentive setting and program design. It also highlights the need to analyze the financial impacts of incentive changes, including current incentives, participation forecasts, and market penetration.

Section 278
We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 60 of 206 3. What is the acceptable incentive threshold in terms of cost to the customer? With respect to cost to the customer, there may be a...

AI summary The text discusses acceptable incentive thresholds for cost to the customer, suggesting a range of 50-70% of retail price or project costs, or a minimum one-year payback period. An absolute limit of 100% is recommended but should not be breached, while a suggested boundary/ceiling is used as a guideline.

Section 279
values for the Absolute Limit and the Suggested Boundary/Ceiling are derived from the jurisdictional studies and CLEAResult’s experience from program design and incentive setting activities. Basis for Cost to Customer Incentive Threshold C...

AI summary The text outlines the basis for setting incentive thresholds for various customer types and installation models, including absolute limits and suggested boundaries derived from jurisdictional studies and CLEAResult’s experience in program design and incentive setting.

Section 280
d Industrial Small Project Cost 100% 70%-100% Business Customer, Direct Install Commercial and Industrial Customer, Small Purchase at Retail Price 100% 50% Distributor Commercial and Industrial Incremental Cost, Simple Customer, Large Capi...

AI summary The text discusses the basis for the incentive threshold in terms of program budgets, mentioning that thresholds may be based on total expenditure or unit costs, with some programs setting a maximum incentive for a project.

Section 283
$0.50/kWh, $1,000,000 $0.25/kWh, $500,000 Incentive Table 14: Basis for Program Budget Incentive Threshold 5. What is the acceptable incentive threshold in terms of cost effectiveness? With respect to cost effectiveness, there may be an ac...

AI summary The text discusses determining an acceptable incentive threshold for program budgets based on cost effectiveness, suggesting the use of a lifetime energy savings approach and recommending the development of a consolidated calculator to assess individual measure thresholds.

Section 284
individual cost effectiveness incentive level thresholds for each measure. The data points and functionality needed to build an appropriate consolidated calculator are listed in Appendix B. 6. What is the proposed incentive, forecasted par...

AI summary The text discusses the process of determining incentive levels for energy efficiency measures, including the use of cost effectiveness thresholds and the development of a consolidated calculator. It also mentions the importance of historical performance in forecasting participation and incentive expenditures.

Section 285
nd using it to document the cost effectiveness incentive level threshold, cost effectiveness screening is not being explicitly recommended as a part of the financial impact analysis. JURISDICTIONAL BENCHMARKING Jurisdictional benchmarking...

AI summary The text discusses the approach to cost effectiveness screening for existing and new incentives, stating that it is not essential for existing incentives but recommended for new ones. It also emphasizes the importance of jurisdictional benchmarking for new incentives to understand other jurisdictions' programs and factors affecting incentive levels.

Section 297
49 Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 66 of 206 The priority for ensuring information is updated to account for the four principles is based on the relevance of the research at hand. For example, if EfficiencyOne h...

AI summary The text discusses the importance of updating information based on research relevance and outlines a formal and documented process for setting incentives. It suggests that existing research may not need to be repeated if it is recent and relevant, and emphasizes the need for a structured approach to incentive setting.

Section 298
ntive Development Process (for existing incentives that are being reviewed); and 3. New Incentive Development Process (for new incentives that are being considered for implementation). The flow charts do not explicitly list the need to doc...

AI summary The text outlines processes for reviewing and developing new incentives, emphasizing the importance of considering existing market incentives in customer research, technology research, and financial impact analysis. It also describes an initial process for incentive setting exercises.

Section 299
echnology and measure (as applicable)? Decisions What is the What is the Is it an existing or reason for New Existing current new Incentive? investigation? incentive? What is the Is it a periodic review or reason for the Unexpected Occuren...

AI summary The text outlines an initial process for incentive setting, including the development of new incentives and the review of existing ones. It includes questions related to the reasons for investigations, reviews, and whether incentives are new or existing.

Section 300
: Initial Process for Incentive Setting 51 We change the way people use energy™ Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 68 of 206 EXISTING INCENTIVE DEVELOPMENT PROCESS The existing incentive development process should...

AI summary The document outlines the existing incentive development process, emphasizing the importance of conducting research, customer analysis, and ensuring all four steps are completed, particularly before finalizing incentives.

Section 302
supply chain research? details of the research? 4) Financial Impact Analysis: 1) What is the current participation? 2) What are the incentive screening thresholds in terms of cost to customer, program budget and cost effectiveness? 3) What...

AI summary The document outlines a new incentive development process, emphasizing the need for a comprehensive analysis that includes participation, cost-effectiveness, and financial impact. It highlights the importance of following a structured approach to ensure accurate forecasting and evaluation of incentives.

Section 303
all five steps should be covered in the analysis. It would be difficult to complete step (5), without completing steps (1)-(3). Figure 12: New Incentive Development Process DOCUMENTATION To complement the processes, CLEAResult is providing...

AI summary The document outlines a five-step process for incentive development, emphasizing the need to complete earlier steps before proceeding to later ones. A template document is provided by CLEAResult to support the review and approval of incentive-setting exercises, and it includes all required documentation steps. The Instant Savings Program is mentioned with recommendations for current and proposed activities.

Section 311
may be difficult to gather this insight as it is understood that retailers Additionally, the delivery agent provides EfficiencyOne with an open channel of reserve the right to make “game time” decisions regarding product communication to r...

AI summary The text discusses challenges in gathering insights from retailers and the delivery agent regarding program performance, particularly in real-time reporting. It highlights the importance of complementary incentives to increase participation and the need for these factors to be considered in incentive analysis.

Section 317
barriers for the large commercial and industrial sector. If In 2014, EfficiencyOne conducted research into the existing possible, ENS should attempt to aggregate this research, and market barriers and consequentially the required support t...

AI summary The text discusses market barriers for energy efficiency in the large commercial and industrial sector, highlighting the importance of financial and educational incentives. Research by EfficiencyOne in 2014 emphasized the need for financial support to drive participation, while customer surveys indicated that educational incentives and energy modeling expertise were more influential than financial incentives alone.

Section 320
erved for smaller Custom projects or the residential sector. The small business sector has seen a significant uptake in financing in the past, Through the delivery of the Custom Compressed Air Optimization service, customers frequently ide...

AI summary The document discusses the Custom Compressed Air Optimization service and the Custom Retrofit program, highlighting the introduction of educational incentives to address knowledge gaps and the adjustment of incentive rates based on program experience and customer feedback.

Section 326
. This analysis would assist with setting incentive levels for these measures.  Finally, the incentive screening thresholds for program budget and cost effectiveness should be established on a per kWh basis for the Custom Program. It may...

AI summary The text discusses setting incentive levels for energy efficiency measures and proposes establishing incentive screening thresholds on a per kWh basis, considering energy savings persistence and avoided costs in Nova Scotia.

Section 332
negotiations of financial incentives), the budget impact is always being quantified from both a total financial impact and a unit cost perspective. During the program evaluation process, the energy savings assumptions and NTG ratios are re...

AI summary The Custom Program Retrofit incentive offers flexibility through individually negotiated incentives based on project costs, payback, and energy savings. This approach ensures visibility into financial implications for customers, utilities, and society, allowing ENS to balance perspectives and include feasibility study costs in the final payment.

Section 333
y’s perspective. This allows ENS to set an incentive that satisfies all three perspectives. Additionally, any costs for feasibility studies are included in the final incentive payment. Current program data indicates that incentives are on...

AI summary The document discusses the incentive framework for energy efficiency programs in Nova Scotia, highlighting that incentives are typically 20-25% of project costs and contribute to nearly 60% of program expenditure. It emphasizes the need to promote non-lighting measures to increase portfolio diversity and mentions safeguards against collusion and information sharing.

Section 334
e framework caps protect against this risk. There is also the additional protection of the incentive contract containing a confidentiality clause regarding the amount of the incentive. Finally, since the location of the energy savings are...

AI summary The text discusses protections within an incentive contract, including confidentiality clauses and the use of local avoided costs in incentive negotiations. It also mentions the Business Energy Rebates program and CLEAResult's recommendations for the program.

Section 338
program. They work with both the distributors in the midstream program and customers who access the downstream application process. Through these efforts, as well as the need for project invoices to be submitted, reference points are provi...

AI summary The text discusses program benchmarking and evaluation, including the use of incentives based on a similar program from Efficiency Vermont and the annual evaluation process to determine free ridership and spillover savings through participant surveys.

Section 342
can be used to complement the analysis of market penetration. For the Business Energy Rebates program, EfficiencyOne gains an understanding of the  EfficiencyOne should continue these current supply chain and service provider consideratio...

AI summary The text discusses the Business Energy Rebates program managed by EfficiencyOne, emphasizing the importance of ongoing program management and evaluation to understand supply chain and service provider considerations.

Section 345
uired, they are updated. These inputs affect the cost effectiveness impact. Table 18: Business Energy Rebates Program Recommendations Other Considerations for Business Energy Rebates Program From reviewing program operations, the Business...

AI summary The Business Energy Rebates Program is evaluated for cost effectiveness, with a focus on tracking retail pricing and ensuring that incentive levels do not exceed appropriate thresholds. The program is expected to have a high Program Administrator Cost (PAC), but it is anticipated to remain cost-effective if monitoring continues. The Home Energy Assessment program is also discussed, with CLEAResult providing recommendations.

Section 348
n the Home Energy Assessment program. It was found that General Principles, the semi-annual some customers were implementing a subset of recommended measures after receiving an audit report, although they surveys for residential HVAC did n...

AI summary The Home Energy Assessment program found that initial audits provided benefits to homeowners and helped reduce unit costs through spillover savings. Research indicated a 25% incentive was more effective than interest-free financing in encouraging major efficiency upgrades. This informed decisions to further subsidize audit incentives and continue ongoing program management and benchmarking.

Section 358
Other Considerations for the Home Energy Assessment Program The Home Energy Assessment program recently introduced an updated incentive structure, which featured an increased incentive for the initial audit, and premiums associated with bu...

AI summary The Home Energy Assessment Program introduced updated incentives, including increased initial audit incentives and bundled incentives to encourage larger projects. Early data from CLEAResult shows increased savings and lower unit costs, though it is difficult to isolate the effects of bundling. Bundling is seen as a useful strategy for programs with high customer acquisition costs, and personal energy planning services have enhanced customer understanding and project savings.

Section 359
ptions and increased the savings from each project. Since delivery of the program is through the participating service organizations, and the project locations are clearly identified, there may be the opportunity to include premium and dis...

AI summary The text discusses opportunities to adjust incentives in energy efficiency programs by aligning them with local avoided costs through premium and discount zones, as the programs are delivered through participating service organizations with clearly identified project locations.

Section 360
68 Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 85 of 206 Incentive Level-Setting Excel-Based Tool for Review Protocol To assist with determining incentive levels, CLEAResult has developed an Excel-based tool (which is provi...

AI summary CLEAResult has developed an Excel-based tool to assist in determining incentive levels for energy efficiency programs. The tool requires inputs such as sector, program delivery channel, financial motivation for participants, and financial impact, and provides considerations for setting incentive levels. It does not offer specific financial recommendations.

Section 370
based on the analysis for the dimmer switch. It should also be noted that the difference between the customer cost and the PME for both of these measures is ≤two percent of the customer cost. From reviewing the current incentive compared t...

AI summary The text discusses incentive levels for various energy efficiency measures, noting that most fall within acceptable ranges, except for ENERGY STAR® A Lamps, Heavy-Duty Timers, and Programmable Thermostats. It also outlines the program budget incentive level threshold and administrative costs.

Section 374
e suitable. The only three measures that breach the program budget incentive level threshold are the ENERGY STAR specialty lamp, ENERGY STAR recessed downlight and the dimmer switch. The current incentive for the ENERGY STAR specialty lamp...

AI summary The text discusses three measures that exceed the program budget incentive level threshold: ENERGY STAR specialty lamp, ENERGY STAR recessed downlight, and dimmer switches. It outlines the current incentives and the necessary reductions to align with the threshold, while noting a program budget expenditure limit of $0.26/kWh.

Section 375
ed: March 29, 2019 NS Power IR-15 Attachment 1 Page 92 of 206 Cost Effectiveness Incentive Level Threshold EfficiencyOne has a PAC target of 1.9 for this program. For the calculation, it is assumed that program administration costs are 30...

AI summary The document discusses the Cost Effectiveness Incentive Level Threshold for EfficiencyOne, highlighting a Program Administrator Cost (PAC) target of 1.9. It outlines two approaches for calculating PAC: one that assumes 30% of total expenditure is program administration costs and another that determines program administration costs per measure. A simplified cost effectiveness calculator is recommended for use in incentive level setting and program design.

Section 377
es Table 25: Cost Effectiveness Incentive Level Threshold for Instant Savings Measures For all of the measures, the cost effectiveness incentive level threshold is not breached. 76 We change the way people use energy Date Filed: March 29,...

AI summary The table compares current incentives for various energy efficiency measures against cost effectiveness thresholds. None of the measures breach the cost effectiveness incentive level threshold, with some measures exceeding the program budget threshold.

Section 379
all of the measures maintain their current incentive levels, except for programmable thermostats, heavy duty timers and outdoor clotheslines. These measures warrant further analysis. Even though programmable thermostats have an incentive o...

AI summary The analysis suggests maintaining current incentive levels for most measures, except for programmable thermostats, heavy-duty timers, and outdoor clotheslines. These require further review due to low market penetration, high energy savings potential, and high usage in Nova Scotia. Incentives for heavy-duty timers and outdoor clotheslines may be reduced based on comparisons with other provinces and market adoption stages.

Section 380
We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 94 of 206 CUSTOM PROGRAM FINANCIAL SIMULATION For the Custom Program Retrofit track, the program financial simulation analysis included the fol...

AI summary This section outlines the steps taken in the financial simulation analysis for the Custom Program Retrofit track, including identifying project parameters, determining incentive level thresholds, and comparing current incentives to these thresholds. EfficiencyOne provided the parameters, and CLEAResult can only comment on average project incentives.

Section 381
level threshold. It should be noted that since an average measure archetype is used, CLEAResult can only comment on average project incentives, and not specific project incentives. Average Average Average Net Average Net Gross Gross Peak E...

AI summary The text discusses parameters for average custom retrofit projects, including average energy savings, demand reductions, and incentive levels. It notes that CLEAResult can only comment on average project incentives rather than specific ones.

Section 382
16.49 20 $24,106 Retrofit Track Table 27: Parameters for Average Custom Retrofit Project Cost to Customer Incentive Level Threshold As discussed in the Financial Impact Analysis section of the General Principles recommendations, a program...

AI summary The text discusses the parameters for the Average Custom Retrofit Project, including the cost to customer incentive level threshold. It recommends that EfficiencyOne start determining incremental costs for each project. The cost to customer threshold is not breached for either the project cost or the simple payback period.

Section 383
, so that parameter can be analyzed as well. 78 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 95 of 206 Program Budget Incentive Level Threshold As discussed in the Financial Impact Analysi...

AI summary The document discusses the Program Budget Incentive Level Threshold for the Custom Project Retrofit Track, referencing a $25,475 threshold compared to a $24,106 current program budget incentive. It also mentions the use of $/kWh and total incentive for program budget thresholds, with specific values from the 2016 Custom Program.

Section 384
5 $24,106 Table 29: Program Budget Incentive Level Threshold for Average Project in Custom Retrofit Cost Effectiveness Incentive Level Threshold EfficiencyOne has a PAC target of 4.9 for this program. For the calculation, it is assumed tha...

AI summary This text discusses the Program Budget Incentive Level Threshold for Custom Retrofit Projects, including the EfficiencyOne Program Administrator Cost (PAC) target of 4.9. It outlines how program administration costs are assumed to be 40% of total expenditure, with 60% allocated to incentives. The cost effectiveness threshold varies based on energy savings persistence, with higher persistence leading to higher thresholds.

Section 412
23.0 $5,898,316 Ontario LDCs 7,000.0 1,835,264,930.7 INCENTIVE LEVEL SETTING METHODOLOGY While Ontario does not have a documented incentive level setting methodology, a formal process has been established for all potential program changes...

AI summary The text outlines the process for setting incentive levels in Ontario, involving business case development, review, and approval by LDCs and the IESO. Key considerations include technology costs, savings, market structure, and financial impact.

Section 413
 Financial Impact  Cost Effectiveness Impact  Program Operations Impact including changes to processes, documents and implementation considerations The business case, once developed, is reviewed by the relevant LDC-IESO working groups,...

AI summary The document discusses the process of developing and reviewing incentive levels for energy efficiency programs, including input from market research, program evaluations, and best practices. The IESO and LDCs are involved in this process, with annual evaluations and specific review cycles for certain programs.

Section 414
ht to consider is that retailers need six to eight months advance notice for incentive level changes, so analysis and recommendations have to be conducted with this structural issue in mind. Recently, the Retrofit program approved new ince...

AI summary The text discusses the structural challenge of requiring six to eight months of advance notice for incentive level changes in energy programs. It references the recent approval of new incentive levels for the prescriptive lighting track in the Retrofit program, which involved analyzing historical participation data, future impacts on uptake, budget, and cost effectiveness.

Section 417
Program Program Area Program Measures Links Name This program features prescriptive incentives for qualifying measures, purchased from participating retailers. The incentives are provided at point of purchase. Qualifying measures include L...

AI summary The program provides prescriptive incentives for energy-efficient measures such as LEDs and power strips, with incentives based on upfront costs. It also includes free appliance decommissioning, with no additional incentives due to findings from a barriers analysis.

Section 419
analyzing the Cooling Residential er/Programs/HV up-front cost difference to the consumer between a Incentive AC- standard unit and an efficient unit. Program cost Rebates.aspx effectiveness set a secondary ceiling, with the program equipm...

AI summary The text discusses the up-front cost difference between standard and efficient air conditioning units and how program cost effectiveness sets a secondary ceiling, allowing less cost-effective air conditioners to receive higher incentives.

Section 426
Managers.aspx Energy Managers are provided annual savings targets which help with program cost effectiveness. https://saveonen ergy.ca/Busines s/Program- This program is targeted towards large customers, Overviews/Proc Process & including...

AI summary The Energy Managers program sets annual savings targets for large customers, including transmission-connected ones, with incentive funding based on the lower of three options: a prescribed incentive rate, a 40% project cost cap, or an incentive to achieve a one-year payback. The program is part of the Industrial Accelerator Program and includes process and system upgrades.

Section 438
and social benefits Costs Under the TRC-plus test include:  Costs incurred by program participants (incremental costs)  Costs of running the energy efficiency programs (delivery and administration costs) 100 We change the way people use...

AI summary The TRC-plus test includes costs incurred by program participants and the costs of running energy efficiency programs, such as delivery and administration costs. The document also mentions incentive rate setting.

Section 439
e use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 117 of 206 INCENTIVE RATE SETTING

AI summary The document discusses the setting of incentive rates, a key aspect of regulatory proceedings related to energy efficiency and cost recovery.

Section 440
Union Gas is responsible for setting incentive levels for their programs. Periodic reviews of the appropriateness of incentive levels is conducted and adjustments to financial incentives are made. Below is an overview of the process employ...

AI summary Union Gas sets incentive levels for their programs through a process involving market research, technical reference manuals, benchmarking, and incremental cost design. This ensures that incentives are appropriate and aligned with market conditions and other jurisdictions.

Section 441
-35 percent of incremental costs. Incremental costs for measures with base cases, are calculated by the difference between the measure cost and standard measure cost. For measures without base cases, the incremental cost is taken as the fu...

AI summary This section outlines the process for calculating incremental costs for energy efficiency measures, including the use of base case costs and standard measure costs, and the finalization of incentive rates by Union Gas. It also mentions that a similar process is used for custom measures, with additional considerations for customer rate class.

Section 446
ntract customers: $0.10 up to $100,000 https://www.uni C&I Custom provides incentives based on overall ongas.com/busi 102 Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 119 of 206 natural gas savings realized by the - General...

AI summary The text outlines incentive structures for natural gas savings, with different rates for contract and general service customers, and references a project cost limit of 50 percent. The document also includes a URL and a page number from a filing dated March 29, 2019.

Section 464
ost determined to motivate customers to implement. Typically, 50-75 percent of incremental costs have been incented. For “Replace on Burnout” measures, the incremental cost is calculated as the difference between the measure cost and that...

AI summary The text discusses the calculation of incremental costs for energy efficiency measures and the process of setting standard incentives by BC Hydro. It also outlines the use of Total Resource Cost (TRC) as a metric to evaluate program performance, emphasizing that programs must have a TRC of 1.0 or greater.

Section 494
NS Power IR-15 Attachment 1 Page 136 of 206 2013-2015 Total Portfolio $/kWh 2013 2014 2015 Gross Savings (kWh) 828,999,924 845,181,086 769,529,791 Spending $ 317,221,372 $ 365,056,021 $ 385,199,846 $/kWh $ 0.38 $ 0.43 $ 0.50 Excludes C&S,E...

AI summary The text provides data on PG&E's energy efficiency programs from 2013 to 2015, including gross savings, spending, and cost-effectiveness ratios. It outlines the incentive-to-administrative spending ratios and highlights the requirement for California PAs to maintain a TRC and PAC greater than 1.

Section 495
PG&E 2013-2015 Incentive-to-Administrative Spending Ratios 2013 2014 2015 TRC 1.33 1.38 N/A PAC 2.36 2.18 N/A 120 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 137 of 206 FUTURE TARGETS Bel...

AI summary The document outlines PG&E's incentive-to-administrative spending ratios for the years 2013 to 2015 and discusses the formation of PG&E’s Energy Efficiency Products organization to standardize and streamline energy efficiency measures. It also references future energy efficiency targets submitted to the CPUC.

Section 498
technologically and economically) while optimizing PG&E’s portfolio of incentivized products based on the technological and market maturity of a measure. It is important to highlight the regulatory approach for communicating incentive leve...

AI summary PG&E outlines its process for evaluating and setting incentive levels for energy efficiency programs, emphasizing the need for regulatory approval and cost-effectiveness analysis. The process involves structured reviews, stakeholder input, and the use of cost-effectiveness models, particularly the E3 model.

Section 499
sting incentive rate (change in incentive greater than 50 percent). Please note that PG&E uses a streamlined version of the E3 Cost Effectiveness model at each stage in order to calculate preliminary measure level incentives and cost effec...

AI summary PG&E uses a streamlined version of the E3 Cost Effectiveness model to set incentives for energy efficiency measures, ensuring market transformation goals are met while maintaining portfolio-level cost effectiveness. Market research and work papers are used to determine measure performance metrics, costs, and savings calculations, with work papers approved by the Commission before measures are offered with a Public Agency.

Section 500
&V protocols as well as the measure costs. Once completed, the Work Papers are approved by the Commission and the measure is now available to be offered with a PAs program portfolio. It is important to note that the Work Papers do not incl...

AI summary The document outlines the process for developing and finalizing incentive rates for energy efficiency measures. Once work papers are approved by the Commission, incentive rates are determined based on the incremental cost of the measure, with PG&E aiming to incentivize 75-100% of this cost. Third-party programs can offer additional incentives to increase market participation.

Section 501
tside implementers. The 3Ps have the option to provide “kickers” (increased incentive rates) in order to drive additional market participation in their programs. For programs where the incentives are not fixed but are based on a $/kWh or $...

AI summary The text outlines a process for setting incentives in energy efficiency programs, including considerations such as historical project costs, payback periods, targeted vs. non-targeted incentives, cost effectiveness, and incentive update frequency. The 3Ps have the option to offer increased incentives to boost market participation.

Section 502
equency: The $/kW and $/kWh incentives are not updated as frequently as the fixed incentives within PG&E’s portfolio. The last update was performed approximately three years ago. 123 We change the way people use energy Date Filed: March 29...

AI summary The text discusses the infrequency of updates to $/kW and $/kWh incentives in PG&E’s portfolio, noting the last update occurred approximately three years ago, in contrast to more frequent updates for fixed incentives.

Section 530
ess tests at the portfolio level, it allows the Energy Trust to examine the effect of measure with lower cost effectiveness and thus manage program delivery and promotion efforts accordingly. MEASURE DEVELOPMENT & INCENTIVE SETTING PROCESS...

AI summary The Energy Trust employs a four-step process to introduce new measures and set maximum eligible incentives, allowing for effective program delivery and promotion. This process helps balance incentive levels with delivery and administration expenses.

Section 537
rticipation limits and data collection requirements)  Baseline Conditions  Savings: Describe what the measure savings are and how they are to be calculated along with the assumptions  Measure Costs: Includes how to account for the costs...

AI summary The document outlines key considerations for setting energy efficiency measure incentives, including the relationship between incentives and incremental costs, impact on market uptake, and the balance between incentives and program delivery within the context of a total portfolio cost effectiveness and budget.

Section 562
Small Small business looking to save Free on-site energy efficiency survey, then have energy-saving lighting Business money and energy. or refrigeration equipment installed. ConEd will pay up to 70% of the Direct Install cost directly to t...

AI summary Con Edison offers energy efficiency programs for small businesses and neighborhoods, including free on-site surveys, energy-saving equipment installations, and incentives. Businesses pay only the difference after Con Edison covers up to 70% of costs. Neighborhood initiatives include free lighting, water heating, and refrigeration products, with incentives based on specific operational needs.

Section 573
able Not Available Not Available 2015 Not Available Not Available Not Available Future Targets Year Electricity Savings Expenditure Cost Effectiveness 2016 Not Available Not Available Not Available 2017 Not Available Not Available Not Avai...

AI summary The document discusses the methodology for setting incentive levels in energy efficiency programs, emphasizing alignment with program design and objectives. It notes that commercial programs typically offer prescriptive incentives capped at 50 percent, with exceptions for 'jump-started' measures, such as for agricultural customers, where incentives can reach up to 70 percent.

Section 574
f a measure is being “jump-started”, there may be consideration to increase the incentive. For example, for agricultural customers, the incentive can go up to 70 percent of the cost. For larger projects in the commercial program, there has...

AI summary The text discusses incentive structures for energy efficiency programs, including adjustments based on historical experience, performance-based incentives, and annual reviews. It highlights communication with stakeholders and the impact of cost-effectiveness on incentive changes.

Section 603
Rebates are paid after purchase and submission of https://contractors.efficiencyver Lighting Commercial rebate form. Products are qualified through provided mont.com/rebates specifications. Incentives are either prescriptive or quasi- pres...

AI summary The text describes rebate programs for commercial and residential energy efficiency products, including lighting, refrigeration, and kitchen equipment. Rebates are paid after purchase and submission of a rebate form, with products qualified based on specifications and incentives determined by equipment characteristics.

Section 604
iencyver Rental Commercial Rebates are paid after purchase and submission of mont.com/rebates Properties rebate form. Products are qualified through provided specifications.

AI summary The text discusses rebate programs for rental and commercial properties, stating that rebates are paid after purchase and submission of a rebate form, with products being qualified based on provided specifications.

Section 622
INCENTIVE LEVEL-SETTING Note the Trust is in the middle of a transition on the process for setting incentives. At the time of writing this report, the MPUC had not yet decided on the process. For the first two Triennial plan periods, one o...

AI summary Efficiency Maine is in the process of setting incentive levels for energy efficiency programs, with the MPUC expressing concerns about overall cost effectiveness. The Trust has proposed a third plan, but the process for adjusting incentives has not yet been finalized. Market research and stakeholder engagement are part of the process.

Section 623
and costs. This will include data from utilities and consulting stakeholders such as contractors, vendors, customers and advocacy groups. 2. Technical Reference Manual 175 We change the way people use energy Date Filed: March 29, 2019 NS P...

AI summary The document discusses the development of Technical Reference Manuals (TRMs) by Efficiency Maine for residential and commercial energy efficiency measures, as well as the calculation of incremental costs for incentive programs. It outlines the process for determining and finalizing incentive rates based on market research and technology considerations.

Section 628
systems: 33 percent, up to $5,000 (eligible biomass boilers/furnaces) Custom projects: Tier 1 incentive: Achieve a minimum of 20 percent projected whole energy savings through any combination of savings measures and receive $1,000 per buil...

AI summary The text outlines incentive structures for energy efficiency projects, including tiered incentives based on projected energy savings. Tier 1 provides $1,000 per building for 20% savings, and Tier 2 provides $1,500 per building for 40% savings, with each incentive capped at one-third of the total project cost.

Section 634
t. http://www.efficiencymaine.com/docs/E M-lighting-deals.pdf Business Programs Businesses looking to upgrade their Boilers and furnaces: Incentives equipment between $1,250 to 12,500 Boiler controls and ancillary equipment: $0.75 to 1,325...

AI summary The document outlines business energy efficiency programs in Maine, including incentives for upgrading boilers, furnaces, and lighting systems with energy-efficient products such as LED lighting.

Section 672
 Incentive screening threshold in terms of the program budget and  Incentive screening threshold in terms of cost effectiveness (From Cost Effectiveness Calculator) 2. Cost Effectiveness Calculator Section This section will take the inpu...

AI summary This section outlines the inputs and process for calculating the cost effectiveness forecast, which is used to determine the incentive screening threshold in terms of cost effectiveness. Inputs include avoided supply costs, program administration costs, measure energy savings, and other relevant factors.

Section 673
We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 206 of 206 Outputs  Total Gross Energy Savings;  Total Gross Demand Reduction;  Total Net Energy Savings;  Total Net Demand Reduction;  TR...

AI summary The text outlines key outputs and inputs for reviewing incentive protocols in energy efficiency programs. Outputs include energy savings, demand reduction, TRC and PAC metrics, and cost calculations. Inputs involve cost thresholds, program delivery channels, and financial considerations for setting review guidelines.

Section 754
President [email protected] Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 3 of 94 Overview Efficiency Nova Scotia (ENS) retained Research Into Action to evaluate three practices and procedures areas in their...

AI summary Efficiency Nova Scotia (ENS) commissioned Research Into Action to evaluate practices and procedures in Incentive Setting, Business Development, and Training and Development. The findings are presented in three volumes, with Volume 1 focusing on Incentive Setting practices and procedures.

Section 761
Table 1 describes the documents referred to throughout this report, including the abbreviated titles that are sometimes used. Table 1. Document References for This Report Title Date of most Author Description Abbreviation recent modificati...

AI summary This document outlines the background and context of a project reviewing the incentive setting process at Energy Nova Scotia (ENS). It references several documents, including the Incentive Setting Methodology, Implementation Plan, Manual, and Workbook, and discusses findings related to staff experience and ENS compliance with recommendations.

Section 762
nce using the Incentive Setting Workbook, the broader decision process around incentive setting, and ENS compliance with the CLEAResult report and the Implementation Plan. 1.1. Incentive Setting Process Overview In response to stakeholder...

AI summary ENS developed an Incentive Setting Manual and Workbook following the CLEAResult report and Implementation Plan, in response to stakeholder feedback during the 2016-2018 DSM Resource Plan regulatory process. The tools aim to provide a systematic approach to setting and reviewing incentives for energy efficiency measures.

Section 763
d an Incentive Setting Workbook (the Workbook) to detail an internal process and to guide ENS through compiling the information on which incentive decisions would be based. ENS plans to review the incentive level for each measure on an ann...

AI summary ENS has implemented an incentive setting process to review and adjust incentive levels annually, using a workbook to guide decision-making. The process began in 2017 and will expand to cover all incentives by 2018. Program managers and an internal reviewer will oversee the review process for each measure.

Section 764
manager to lead the incentive review across the program components. The lead reviewer will consult, as needed, with managers of the other affected program components during this process. In addition to developing this process for incentive...

AI summary ENS is conducting an evaluation of the incentive setting process for its programs, including financial simulations and market research. The evaluation focuses on the ease of obtaining information, decisions made, and compliance with the Implementation Plan. The goal is to improve and scale the process for 2018.

Section 765
Incentive setting process • How easy/difficult is it for program team members to obtain the information the Workbook asks them to provide? 1 Measures for which incentive spending exceeds $400,000 per year for at least two years will receiv...

AI summary The text discusses the incentive setting process, focusing on the ease of information gathering, time consumption, and compatibility with different measures and incentive structures. It also asks whether the process provides sufficient oversight and if the review cycles are justified.

Section 766
allow for sufficient oversight by, all the relevant actors within ENS? • Do program team members feel the annual or biannual incentive review cycles are justified?  Incentive setting decisions • How do program team members use the informa...

AI summary The text outlines questions related to oversight, incentive review cycles, and the use of information in incentive-setting decisions, as well as compliance with the Implementation Plan. It also describes the evaluation approach, which includes a review of documents such as the CLEAResult Report and the Workbook.

Section 769
often reported the “Existing Measures” and “Inputs & Calcs” tabs were the most time consuming because they had to search for information their program components did not track. All five staff members reported the current incentive setting...

AI summary Staff members found the 'Existing Measures' and 'Inputs & Calcs' tabs in the Workbook time-consuming due to the need to search for untracked information. The current incentive setting process is more time-intensive than previous methods, increasing workload burdens and concerns about scaling up.

Section 772
ram staff also noted that the “Customer Findings” tab was difficult to complete in some cases because ENS evaluation reports did not present findings at the measure level. 2.2.3. Situations Not Captured Interview findings suggest that the...

AI summary The document highlights challenges with the Workbook used for evaluating energy efficiency programs, including difficulties in completing the 'Customer Findings' tab due to incomplete data from ENS reports, and issues with handling complex incentive structures, tiered incentives, and multiple delivery models. Staff suggested improvements such as a central reference source, better prioritization of fields, and more support from ENS regulatory staff.

Section 777
changed in the time between reviews. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 14 of 94 3. Incentive Setting Process This section describes the process by which program staff made incentive-setting decisions, whether revi...

AI summary This section outlines the incentive-setting process used by program staff, comparing current practices to past ones. It highlights the use of program tracking data and additional inputs, with a focus on the cost of efficient products and consumer incentive preferences.

Section 778
g these data, program staff said they focused on the cost of efficient products, with two also noting they considered what incentive levels consumers would find attractive. Several program staff elaborated on how they previously tackled in...

AI summary Program staff discussed past and current approaches to setting incentives for energy efficiency programs. Previously, they focused on product costs and incentive caps, but the current process requires broader considerations such as baseline product prices and market potential, which they find challenging.

Section 779
es of baseline products and estimates of market potential. As previously noted, these types of inputs were among the data points program staff most often found challenging. While program staff noted they did not consistently approach incen...

AI summary The document discusses challenges faced by program staff in setting incentives, including inconsistent approaches prior to the current process. However, all staff with experience in incentive setting reported that their decisions were documented and justified. The new process was seen as beneficial for consistency in information and documentation. Program staff also collaborated with others during the incentive review process and consulted the regulatory team for assistance.

Section 780
sure who within ENS would review the new Workbooks. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 15 of 94 3.2. Incentive Decision Considerations Reflecting the Workbook’s greater focus on gathering market data relative to pr...

AI summary The document discusses how program staff at ENS use the 'Inputs & Calcs' tab in the Workbook to make incentive decisions, emphasizing its influence on program cost effectiveness and suggesting it could streamline the incentive review process.

Section 781
ss/fail on each measure, why don’t we just have a spreadsheet that has that information on it? You can dive deeper into those certain measures that potentially don’t pass.” Consistent with program staff reports about the importance of the...

AI summary The document discusses the use of a spreadsheet tool ('Workbook') in evaluating incentive levels for energy programs. Program staff rely on the 'Inputs & Calcs' tab for decisions, but rarely reference other tabs in their rationale. Most staff found their chosen incentive levels similar to those without the Workbook, though some were skeptical due to input uncertainty and lack of incentive cap considerations.

Section 782
ted. Two stated they were skeptical of the Workbook’s calculations due to uncertainty in their input estimates and because the Workbook did not account for incentive caps. 3.3. Frequency Program staff suggested that the frequency with whic...

AI summary Program staff and managers discussed concerns about the Workbook's calculations and the frequency of incentive reviews. Skepticism was raised due to uncertainty in input estimates and lack of consideration for incentive caps. The frequency of reviews should align with market changes, with some measures requiring less frequent reviews due to slower market changes. Frequent reviews may reduce program stability and increase participant burden.

Section 783
ill provide many of the inputs to the Workbook. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 16 of 94 4. Compliance with Incentive Implementation Plan This section describes the results of the evaluation team’s review and as...

AI summary This section discusses the evaluation of ENS's Incentive Setting Manual against the Implementation Plan's requirements. The Manual was found to effectively document the steps taken but could benefit from more detailed instructions on tool usage.

Section 785
Expectation Verified Notes Definition of roles and The manual lists separate roles for the “Lead for Incentive responsibilities with respect to Review” and the “Program Manager.” Since, in many cases, the incentive design and revision prog...

AI summary The document discusses the roles and responsibilities related to incentive design and revision, including approval processes, documentation requirements, and storage procedures. It also highlights the need for clarity on overlapping roles and the lack of detail on internal controls and monitoring.

Section 786
process compliance Reviewer is responsible for oversight of the Incentive Review Process, it does not describe what oversight entails. Roles and responsibilities with The Manual specifies that the Incentive Process Reviewer is respect to t...

AI summary The document outlines the responsibility of the Incentive Process Reviewer in overseeing the Incentive Review Process and updating the incentive manual. It confirms that Energy Nova Scotia (ENS) is conducting customer and technology research as specified in the Implementation Plan, both through the incentive setting process and formal research.

Section 789
The interviewed program staff reported that the Consolidated Calculator was helpful in making incentive decisions, although they reported difficulty finding some of the required inputs. 4.5. Conduct Financial Simulations of Existing Incent...

AI summary The interviewed program staff found the Consolidated Calculator useful for making incentive decisions but faced challenges in locating required inputs. CLEAResult conducted financial simulations for two program components, Instant Savings and Custom, and recommended that ENS perform simulations for all program components to evaluate current incentive levels against cost to participants, program budget, and cost effectiveness thresholds.

Section 790
ide Management Report – Attachment 2. eTRM Overview. Date Filed: March 29, 2019 NS Power IR-15 Attachment 3 Page 19 of 94 ENS completed these recommended financial simulations on June 30, 2017. The purpose of the simulations was to review...

AI summary ENS conducted financial simulations in 2017 to evaluate the appropriateness of existing incentives. The simulations were more effective for prescriptive measures, but less so for quasi-prescriptive and complex programs, such as whole home initiatives, where average incentives and savings were used instead of detailed data.

Section 791
sonably modeled using the recommended thresholds. Examples include the whole home program components (Home Energy Assessment and New Home Construction).  Custom incentives are, by definition, customized and use incentive-setting algorithm...

AI summary The document discusses the incentive-setting process for energy efficiency programs, noting that while the new Workbook approach is consistent and broader, it requires significant staff time and may need streamlining. Custom incentives and program components with incentive caps are also mentioned.

Section 793
tive structures. Our recommendations focus on providing greater support for gathering data that had not been previously tracked for program components. Recommendation 1-1: Determining the highest priorities for inputs to the incentive-sett...

AI summary The text outlines two recommendations aimed at improving data collection and training for program staff. The first focuses on prioritizing and clarifying inputs for incentive-setting workbooks, while the second emphasizes training to enhance the reliability of research and analysis for workbook inputs.

Section 795
incentive oversight process. Recommendation 2-2: For the Consolidated Calculator, further clarify instructions about where to find the required inputs. Recommendation 2-3: For future financial simulations, consider the lessons learned in t...

AI summary The text discusses recommendations for improving the Consolidated Calculator and the Incentive Setting Workbook, including clarifying instructions and considering improvements to future financial simulations.

Section 799
ta, and therefore does not work if the program is residential.  Rounding: The same user also reported that the incentive field rounds up, and because some incentives values are not whole numbers, the cell needs 2 decimal places. Date File...

AI summary The text discusses an interview guide used by ENS staff to gather feedback on an incentive-setting tool, focusing on user experiences, challenges faced, and opportunities for improvement. The guide emphasizes the importance of user input to refine the process for future use.

Section 800
usly 2. Quote you anonymously and provide you an opportunity to review and approve the quotes before we use them 3. Not quote you at all. Everything you say is confidential. We won’t share our notes from the conversation unless we are lega...

AI summary The text outlines a set of procedures for handling quotes from respondents during an interview, including options for anonymous quoting, review, and non-quoting. It also asks about the respondent's role at Efficiency Nova Scotia and their experience with the incentive-setting process.

Section 802
measures than others? 1. Which measures took/would take longer? 2. Why do you think those measures took/would take longer? Q7. Assuming the workbook doesn’t change, how do you think the amount of time it takes you to complete the incentive...

AI summary The text outlines a series of questions focused on the time required to complete an incentive setting workbook, challenges faced with specific tabs like 'Existing Measures' and 'Inputs and Calcs,' and potential improvements to the process. The discussion centers on efficiency, data collection, and user experience in incentive setting procedures.

Section 803
llects data to more effectively capture that information? Q9. Now let’s move on to the “Inputs and Calcs” tab. What was most challenging on that tab? 1. What, if anything, might make it easier for you to provide the information that tab wa...

AI summary The text includes questions about challenges in completing the 'Inputs and Calcs' tab of a workbook, the potential for improvement in data collection, and the factors influencing decisions on incentive levels for energy efficiency programs.

Section 804
Q12. What information, if any, played a role in your decision that you might not have considered if the incentive setting workbook had not asked you to provide it? Q13. Of all the information in the incentive setting workbook, what, if any...

AI summary The text consists of a series of questions aimed at understanding the impact of a new incentive-setting process on decision-making, including what information influenced decisions, what was unhelpful, and how the process may vary across different measures and incentive structures.

Section 805
that all of the relevant actors within ENS had the right level of information about, and oversight on, the incentive levels you set/changed/maintained? 1. [If needed:] Who, if anyone, do you think should have been better-informed? 2. [If n...

AI summary The text discusses general questions about the incentive setting process, focusing on its benefits, challenges, and potential modifications for successful implementation across ENS's portfolio of measures. It also asks about the frequency of reviews for different types of measures.

Section 806
1. What types of measures do you think should be reviewed more frequently? Why? 2. What types of measures do you think should be reviewed less frequently? Why? Q21. As ENS has committed to ensuring that incentive levels are not higher than...

AI summary The text includes a series of questions regarding the frequency of reviewing measures and checks and balances in the incentive setting process. It also addresses confidentiality and the use of quotes in a final report related to business development practices and procedures.

Section 811
4.3. Salesforce Process ........................................................................................................................ 17 Appendix A. Business Development Manager In-Depth Interview Guide ............................

AI summary This section outlines the responsibilities of Efficiency Nova Scotia's (ENS) Business Development (BD) team, which includes informing BNI customers and market actors about ENS offerings, generating energy-efficiency project leads, and collaborating with various internal and external stakeholders to complete projects.

Section 823
s agreed that projects in all program components often result from the consistent and ongoing communication that BDMs have with the BNI customers in their vertical markets. The vertical market each BDM serves, coupled with project and prog...

AI summary BDMs (Business Development Managers) play a key role in connecting BNI customers with program staff for Custom and BER projects. Their involvement varies depending on the program component and the level of participant engagement, with some businesses requiring more oversight than others.

Section 824
with their BDMs. For example, a commercial property owner may receive an ENS rebate for lighting equipment and simply have their staff install it without help from their BDM. 5 Under the OEM initiative, ENS places energy managers within la...

AI summary The text discusses ENS's Business, Non-Profit, and Institutional (BNI) program, including how rebates are provided for energy efficiency projects, the role of Business Development Managers (BDMs), and the OEM initiative where energy managers are placed in large organizations to identify and support energy efficiency projects. Savings from these initiatives are tracked within the BNI program.

Section 841
 National Accounts: In the last year, one BDM changed their role within ENS to work with national accounts, typically retail, restaurant, and hospitality businesses. Adding a dedicated BDM to serve these vertical markets resulted in great...

AI summary Electricity Nova Scotia (ENS) has increased its focus on the BNI market, leading to higher program participation and satisfaction. A dedicated Business Development Manager (BDM) was added to serve national accounts, resulting in greater engagement. BDMs have also worked with schools and First Nations to boost participation. Participants expressed high satisfaction with ENS resources, particularly the support from BDMs.

Section 852
ons ENS can offer to meet the customer’s previously unrecognized needs. Insight Selling may include energy management as well as other benefits, thereby helping the customer bring their business to the next level.  Promoting NEBs. One BDM...

AI summary The document discusses how ENS's Business Development Managers (BDMs) promote non-energy benefits (NEBs) such as productivity and health and safety, and how the BD team collaborates with internal and external stakeholders to drive BNI customers toward energy efficiency projects.

Section 858
curacy of my notes. We will use the recording internally at Research Into Action; we will not provide it to Efficiency Nova Scotia. Is it OK for me to record the interview? If you want to refer me to specific documents to answer any of my...

AI summary The text outlines an interview process with a representative from Electricity Nova Scotia (ENS), focusing on roles, responsibilities, and changes in the Business Development team over the past year. It includes questions about staffing, structure, and responsibilities across different programs.

Section 884
NS Power IR-15 Attachment 3 Page 62 of 94 Appendix E. Business Energy Rebates Participant Interview Guide E.1. Introduction Thanks for taking the time to talk today. I work for Research Into Action, and we have been asked by Efficiency Nov...

AI summary This document is an interview guide for participants in the Business Energy Rebates program, aimed at understanding the role and effectiveness of Efficiency Nova Scotia's Business Development team. The guide includes questions about the participant's role, company type, and facility size to assess program engagement.

Section 885
many square feet is your facility? [If needed: I am just looking for a rough way to understand the size of facilities that participate in the Business Energy Rebates program.] E.3. Program Outreach Q4. How did you learn about the Business...

AI summary The document includes survey questions about participation in the Business Energy Rebates (BER) program, focusing on how participants learned about the program, their motivation for participation, and their interaction with ENS and Business Development Managers (BDMs).

Section 1575
NON-CONFIDENTIAL 1 TRC – Refers to the Total Resource Cost [Test]. 2 3 VFD – Refers to a Variable Frequency Drive. 4 5 Please note that standard SI unit abbreviations have not been defined here. 6 7 d) These values were calculated within N...

AI summary The text discusses the calculation of energy and demand savings using Navigant’s ProCESS model, administrative cost allocation methods, and the basis for incremental cost information and incentives for various energy efficiency measures. It also notes that some cost estimates are preliminary and will be refined with operational data.

Section 1884
Table 2: BER Unitary Admin Cost Measure Admin Cost Unit Count 1/2 Size Hot Food Holding Cabinet Business Energy Rebates $1,426.42 38 Advanced Lighting Design (Performance Lighting) Business Energy Rebates $1,653.04 76 Air Source Heat Pump...

AI summary The table lists administrative costs and unit counts for various energy efficiency measures under the Business Energy Rebates program, including items such as hot food holding cabinets, lighting systems, heat pumps, and refrigeration compressors.

Section 1885
$0.00 0 Door Heater Controls Business Energy Rebates $126,348.45 565 Double Heat Pad (Agriculture) Business Energy Rebates $1,107.26 27 Dual Enthalpy Economizer Controls Business Energy Rebates $1,423.86 20 EC Motor for Refrigeration Appli...

AI summary The text provides a list of energy rebate programs offered by Nova Scotia Power (NSP) under the Business Energy Rebates initiative, including various equipment and technologies with associated costs and quantities. The document also includes a date filed: March 29, 2019.

Section 1886
$0.00 0 Evaporator Fan Motor Controls Business Energy Rebates $4,917.98 68 Date Filed: March 29, 2019 NS Power IR-41 Attachment 7 Page 2 of 6

AI summary The document lists a rebate of $4,917.98 for 'Evaporator Fan Motor Controls' under the Business Energy Rebates program, filed on March 29, 2019.

Section 1888
Measure Admin Cost Unit Count Flood Luminaire (10000 lumen) Business Energy Rebates $93,790.58 3765 Flood Luminaire (48000 lumen) Business Energy Rebates $100,924.21 1234 Four Pin Replacement Lamps for CFLs Business Energy Rebates $1,193.1...

AI summary This document presents a table detailing various energy efficiency measures under the Business Energy Rebates program, including costs and unit counts for items such as flood luminaires, heat pumps, and refrigeration units. Some items have zero cost and zero units, indicating they may not be currently active or available.

Section 1889
en) Business Energy Rebates $0.00 0 High Efficiency Circulator Pump 1.5kW Business Energy Rebates $2,642.23 38 High Efficiency Circulator Pump 100W Business Energy Rebates $304.45 26 High Efficiency Circulator Pump 300W Business Energy Reb...

AI summary This text lists various energy efficiency programs and their associated costs and quantities, with a focus on Business Energy Rebates for different types of equipment such as LED troffers, circulator pumps, and HVAC sensors.

Section 1890
tes $7,894.15 3393 Linear Ambient Luminaire (8000 lumen) Business Energy Rebates $5,288.23 1054 Linear Replacement Lamp (2 foot) Business Energy Rebates $1,081.69 1882 Linear Replacement Lamp (4 foot) Business Energy Rebates $1,161,120.22...

AI summary The text lists various energy rebate programs and their associated costs and quantities, focusing on business energy rebates for different types of equipment and applications.

Section 1891
$126.45 20 Networked/Connected - Low Impact Application Business Energy Rebates $250.79 20 No-Loss Drain Business Energy Rebates $403.23 6 Occupancy Sensor (Ceiling Mounted) Business Energy Rebates $4,189.45 316 Occupancy Sensor (Wall Moun...

AI summary The text lists various energy efficiency programs and their associated costs and quantities, including items like occupancy sensors, heat pumps, and cooling conversions, all under the Business Energy Rebates program. The data appears to be part of a financial or programmatic filing by NS Power.

Section 1892
iness Energy Rebates $0.00 0 Date Filed: March 29, 2019 NS Power IR-41 Attachment 7 Page 3 of 6

AI summary The document contains a line item for 'Business Energy Rebates' with a value of $0.00 and was filed on March 29, 2019 as part of NS Power IR-41 Attachment 7, Page 3 of 6.

Section 1893
Measure Admin Cost Unit Count Parking Garage Luminaire (8000 lumen) Business Energy Rebates $0.00 0 Pole/Arm-Mounted Area Luminaire (20000 lumen) Business Energy Rebates $51,495.31 5154 Pole/Arm-Mounted Area Luminaire (4000 lumen) Business...

AI summary The text provides a detailed breakdown of administrative costs for various energy-efficient equipment under the Business Energy Rebates program, including specific items such as luminaire types, dishwashers, and server-related technologies, along with the number of units and associated costs.

Section 1894
ebates $262.91 13 Single -Tank Conveyor Dishwasher - High Temp Business Energy Rebates $1,898.78 8 Single -Tank Conveyor Dishwasher - Low Temp Business Energy Rebates $5,664.13 15 Single-Tank Door type Dishwasher - High Temp Business Energ...

AI summary The text lists various energy rebate programs and the associated costs and number of installations for different types of equipment under the Business Energy Rebates initiative.

Section 1895
8 VFD - 20 hp - Institutional - Chilled Water Pump Business Energy Rebates $8,641.94 6 VFD - 20 hp - Retail - Exhaust Fan Business Energy Rebates $11,009.83 6 VFD - 30 hp - Institutional - Make-up Air Fan Business Energy Rebates $15,771.77...

AI summary The text lists various energy-efficient equipment and their associated rebate amounts under the Business Energy Rebates program, including Variable Frequency Drives (VFDs), lighting systems, and other energy-saving technologies. It also includes administrative costs per unit.

Section 1925
information of ozone depletingby NRCan to substances efficiencyPEI (refrigerants) mustasbewell as to other completed provincial, by an individual territorial certified or municipal as a “registered organizations handler” as specifiedor uti...

AI summary The text references regulations related to ozone-depleting substances and the need for certified handlers, as well as incentive programs and environmental protection acts. It mentions the Cap. E-9 (Ozone Layer Protection Regulations) and Efficiency PEI, but lacks a clear narrative or argument.

E-42018 DSM Annual Progress Report 4 passages
Table 2: 2018 Participation Rates p. p. 0
Table 2: 2018 Participation Rates Participa tion Rates 2018 Participation Unit Efficient Product Rebates Instant Savings 669,550 Units rebated Appliance Retirement 5,595 Units rebated Existing Residential ent Home Energy Assessment 1 791 H...

AI summary Table 2 presents 2018 participation rates for various energy efficiency and incentive programs in Nova Scotia, including units rebated, housing units involved, and participants across residential and business sectors. Some programs had no participation, such as the First Nations Home Energy Efficiency Pilot.

First-Year Unit Cost ($/kWh) p. pp. 0-11
First-Year Unit Cost ($/kWh) 2018 Plan as Filed 2018 Mid-Course Adjustment 2018 Actual Efficient Product Rebates 0.27 0.22 0.17 Instant Savings Appliance Retirement Existing Residential 0.26 0.26 0.28 tial Home Energy Assessment en Green H...

AI summary The table presents the first-year unit costs (in $/kWh) for various energy efficiency programs under the 2018 DSM Plan, including adjustments and actual figures. It covers residential, low-income, and business/non-profit programs, providing a breakdown of costs across different initiatives.

\ & quot;Planned 2018 Expenditures" refers to the planned annual mid-course adjusted amount. p. p. 51
\ & quot;Planned 2018 Expenditures" refers to the planned annual mid-course adjusted amount. 2019 Investment ($ million) Incremental Annual Net Energy Savings at the Generator (GWh) Lifetime Net Energy Savings at the Generator (GWh) a Incr...

AI summary The table outlines planned expenditures and energy savings for various residential and business demand-side management (DSM) programs in 2019. It includes details on investment amounts, incremental and lifetime energy savings, and unit costs for each program category.

Attachment 1, Page 15 of 30 p. p. 51
Attachment 1, Page 15 of 30 Recommendation Text Source Status Comments Expected Period of Completion Review the current incentive structure to look for possible ways to simplify it. EAs and participants alike consider rebate calculations c...

AI summary The document recommends simplifying the current incentive structure, as both EAs and participants find rebate calculations complicated. E1 agrees with the recommendation, which was implemented in 2018.

E-52018 DSM Evaluation Reports 92 passages
Table 1: Types of Evaluations Conducted for Each Program Component p. p. 12
Table 1: Types of Evaluations Conducted for Each Program Component B D 2017 2018 Program Program Component Process Market Impact Process Market Impact Residential Residential Efficient Appliance Retirement R С С Product Rebates Program Ins...

AI summary Table 1 outlines the types of evaluations conducted for various program components in residential and business energy efficiency initiatives. It includes details on process, market, and impact evaluations for different programs such as appliance retirement, product rebates, and energy management systems.

Process Evaluations p. pp. 12-13
Process Evaluations The Evaluator recommended that the New Construction service of Custom, New Home Construction, and Business Energy Rebates would benefit the most from a process evaluation in 2018. & lt;sup>b The process evaluation speci...

AI summary The Evaluator recommended process evaluations for New Construction, Business Energy Rebates, and Retrofit services in 2017-2018. Participants reported moderate satisfaction with New Home Construction but criticized incentive levels and low participation. Business Energy Rebates, generating 86% of ENS savings, faces challenges in diversifying measures beyond lighting. Strategic Energy Management had no 2017 savings due to cohort timing.

Business Energy Rebates p. p. 28
Business Energy Rebates Business Energy Rebates delivers incentives through two services, namely Mail-in and Instant Rebates. In 2018, a total of 366 Mail-in projects were implemented by 257 unique participants. For Instant Rebates, a tota...

AI summary Business Energy Rebates delivers incentives through Mail-in and Instant Rebates. In 2018, the program achieved significant energy and peak demand savings, but evaluated savings were lower than tracked values due to adjustments in gross savings and a slight decrease in the net-to-gross ratio.

Preamble p. pp. 28-187
4 Mid-course planned savings adjusted by ENS. Residential programs achieved 51.831 GWh in net energy savings and 11.333 MW in net peak demand savings at the generator. Energy savings were 1 percent lower than planned due to lower than expe...

AI summary Residential and BNI programs in Nova Scotia achieved significant energy savings in 2018, though some components underperformed. Instant Savings and Green Heat exceeded targets, compensating for shortfalls in other programs. Business Energy Rebates saw a record number of rebated products, while some programs, like Efficient Product Installation, fell below savings goals. Adjustments in modeling and participation levels influenced outcomes.

Section 83 p. pp. 42-43
& lt;sup>b HomeWarming was called Low-income Homeowner until the end of 2014. ° 2011 Residential Direct Install results correspond to the Efficient Product - Low-income Renters pilot, which offered a similar mix of products as Residential...

AI summary The text discusses various energy efficiency programs, including HomeWarming, Residential Direct Install, and Business Energy Rebates, highlighting their evolution over time, including name changes and program consolidations. It also notes the inclusion of different rebate types and program components.

Business Energy Rebates: LED Lighting p. p. 46
Business Energy Rebates: LED Lighting ENS has been active in the LED market of the BNI sector through Business Energy Rebates since 2010. Following a similar trend as the residential market, the share of LED technology among lighting shipm...

AI summary ENS has been providing Business Energy Rebates for LED lighting in the BNI sector since 2010. The LED market has grown significantly, with 56% of lighting shipments being LED in 2017. Prices have declined, and LED products are widely available. Free-ridership for LED products ranged between 29 and 37% in 2018. ENS plans to remove certain LED products from the rebate program as they approach maturity, while LED linear fixtures remain in a growth phase.

Table 17: Recommendations on Business, Non-profit and Institutional Program Components p. p. 52
Table 17: Recommendations on Business, Non-profit and Institutional Program Components No. Recommendation BER-R4. Analyze the incentive levels for non-lighting measures with a higher payback period. Meeting company payback thresholds remai...

AI summary The recommendation suggests analyzing incentive levels for non-lighting energy efficiency measures with longer payback periods. Meeting company payback thresholds is a key barrier for some participants, and ENS may need to review incentives for high-potential measures to encourage adoption.

OPTION C [ASK IF DIFFICULTY TO ANSWER OPTION B AND IF REBATE ELIGIBLE A-TYPE TOTAL SALES =YES] p. pp. 36-37
OPTION C [ASK IF DIFFICULTY TO ANSWER OPTION B AND IF REBATE ELIGIBLE A-TYPE TOTAL SALES =YES] C. According to the data you provided to Efficiency Nova Scotia, you sold approximately [REBATE ELIGIBLE A-TYPE TOTAL SALES] rebate eligible A-t...

AI summary The text outlines a series of questions related to the sales of rebate-eligible A-type LED bulbs, including the percentage of total sales, anticipated sales patterns for 2018 and 2019, and the selection of SKUs for rebate eligibility during the 2018 Instant Savings campaigns.

1.1 Description p. pp. 74-137
version of HOT2000 and of the rating system have been put in place; with these new versions, a rating in GJ reflects the modelled consumption of a home and 0 GJ is the best rating a home can achieve. Homeowners have 12 months to complete t...

AI summary The document outlines the Home Energy Assessment (HEA) program, which provides rebates and low-interest financing for energy efficiency upgrades. It details the process for homeowners to complete upgrades, schedule assessments, and receive final EnerGuide ratings. The program includes eligible measures such as insulation, windows, heat pumps, and ventilation systems, with incentive adjustments made in July 2018.

Table 9: Implementation Status of 2017 Recommendations for HEA p. p. 137
Table 9: Implementation Status of 2017 Recommendations for HEA 2017 Recommendation Status 2017 HEA-R1. Review the current incentive structure to look for possible ways to simplify it. Implemented 2017 HEA-R2. Conduct a billing analysis to...

AI summary The 2017 HEA recommendations were implemented. ENS simplified the incentive structure by discontinuing bundling and tiered approaches, launching the new structure in July 2018. A billing analysis using HOT2000 estimated the overestimation ratio for simulation models.

9.2.4 Mini-split Heat Pump Prices p. p. 192
9.2.4 Mini-split Heat Pump Prices Table 35 provides the average cost of incented systems (not including incentives) and the average incentive across nominal capacities based on the Green Heat tracking sheets. This information indicates the...

AI summary Table 35 shows average costs and incentives for mini-split heat pumps (MSHPs) based on Green Heat tracking sheets, noting a slight decrease in prices and incentives since 2016. However, cost variations are significant, and data combines systems with different numbers of indoor heads.

Comparison p. pp. 13-14
Comparison There is no single incentive amount or incentive basis that works for all jurisdictions. Incentive amounts range from less than CAD 1,000[13](#page-13-0) for National Grid Rhode Island and Fortis BC, to CAD 10,000 for NB Power....

AI summary Incentive amounts for energy efficiency programs vary significantly across jurisdictions, ranging from less than CAD 1,000 to CAD 10,000. Programs use different metrics for determining incentives, such as third-party certification scores and savings above code.

Incentives p. p. 42
Incentives I think I have an understanding of your incentive structure from your program website and documents. However, could you please go over your incentives with me. Let's start with …

AI summary The discussion begins with a request to explain the incentive structure, referencing program documents and the program website. The speaker indicates a general understanding but seeks a detailed explanation.

[ASK ALL] p. pp. 42-43
[ASK ALL] Q26. Who receives program incentives - builders, homeowners, or both? Why did you choose to give incentives to builders and/or homeowners? Q27. How did you choose the incentive amounts you offer? [ASK ALL] Q28. How have incentive...

AI summary The questions focus on who receives program incentives, the rationale behind incentive amounts, changes over time, and feedback from builders regarding the sufficiency of incentives to maintain participation in the program.

[ASK IF NOT ADDRESSED] p. p. 43
[ASK IF NOT ADDRESSED] Q30. How, if at all, do the perceptions about incentives differ between spec and custom builders? [ If differences :] What are those differences?

AI summary The question explores differences in perceptions about incentives between spec and custom builders. It asks whether such differences exist and, if so, what they are.

Table 1: Overall Participation and Savings for BER p. p. 64
Table 1: Overall Participation and Savings for BER Participation Level Gross Savings NTGR Net Savings Mail-in Energy Savings 24.596 GWh 0.83 20.414 GWh Lifetime Energy Savings 366 projects 379.986 GWh 0.83 315.388 GWh Peak Demand Savings 3...

AI summary Table 1 provides an overview of the Business Energy Rebates (BER) program, detailing participation levels, gross and net savings, and the net-to-gross ratio (NTGR) for different rebate categories, including mail-in and instant rebates, with a focus on energy and peak demand savings.

BER Performance p. pp. 65-66
BER Performance BER aimed to achieve 50.6 GWh in net electrical energy savings and 7.9 MW in net peak demand savings at the generator in 2018. The Evaluator determined that BER achieved 75.298 GWh in net electrical energy savings and 11.32...

AI summary The Business Energy Rebates (BER) program achieved significant energy and peak demand savings in 2018, with 75.298 GWh in net electrical energy savings and 11.327 MW in net peak demand savings. This represents a 46,128-tonne reduction in annual GHG emissions. The program's success is attributed to increased participation in Instant Rebates and Mail-in projects.

Satisfaction p. pp. 67-68
Satisfaction Mail-in participants were very satisfied with BER staff, although slightly less satisfied with the project information required to be submitted and the process of completing the application forms. The most frequently mentioned...

AI summary Mail-in participants were highly satisfied with BER staff but had concerns about application processes and information requirements. Contractors found the process time-consuming, and distributors rated the Instant Rebates service at 7.7 out of 10, citing administrative challenges and tracking eligible measures as key issues.

BER Energy Savings p. p. 69
BER Energy Savings Table 4 compares the 2018 tracked and evaluated savings for Mail-in and Instant Rebates combined.

AI summary Table 4 compares the 2018 tracked and evaluated savings for Mail-in and Instant Rebates combined, providing insight into the effectiveness of these rebate programs.

BER Recommendations p. pp. 70-72
BER Recommendations The 2018 impact evaluation revealed that the accuracy of reported savings had improved, especially for Mail-in. In addition, ENS has been proactive in adapting their Instant Rebates offerings to the evolving market by r...

AI summary The 2018 impact evaluation of the Business Energy Rebates (BER) program highlights the need for process improvements, including reviewing eligibility criteria, improving data tracking, connecting participants with non-lighting contractors, and analyzing incentive levels for non-lighting measures. These recommendations aim to enhance program performance and savings accuracy.

1 BER OVERVIEW p. p. 74
1 BER OVERVIEW This section describes BER, follows up on 2017 evaluation recommendations and presents participation history.

AI summary This section provides an overview of the Business Energy Rebates (BER) program, follows up on 2017 evaluation recommendations, and presents participation history related to the program.

1.2 Follow-up on 2017 Evaluation Report Recommendations p. p. 75
1.2 Follow-up on 2017 Evaluation Report Recommendations BER was evaluated in 2017 and improvement recommendations were made by the Evaluator. Table 6 below provides a brief summary of the implementation status of each recommendation presen...

AI summary The 2017 Evaluation Report reviewed the Business Energy Rebates (BER) program and provided improvement recommendations. Table 6 summarizes the implementation status of these recommendations as presented in the Executive Summary of the report.

BER Mail-in p. pp. 76-77
BER Mail-in In 2018, 366 Mail-in projects were implemented by 257 unique participants.1 Figure 2 below illustrates how Mail-in participation has evolved since its inception in 2012. The number of participating businesses increased by 21 pe...

AI summary The BER Mail-in program saw 366 projects implemented by 257 unique participants in 2018, with a 21% increase in business participation compared to 2017. Gross savings per participant rose to 95.702 MWh, with 75% of savings coming from lighting measures and 9% from VFDs.

BER Overall p. pp. 78-80
BER Overall As presented in Figure 6 further below, BER generated a total of 100.648 GWh in gross energy savings at the generator, which is the highest result since inception. Mail-in accounted for 24 percent of savings, while Instant Reba...

AI summary The Business Energy Rebates (BER) program achieved a total of 100.648 GWh in gross energy savings in 2018, with Instant Rebates contributing 76% and Mail-in contributing 24%. Energy savings have increased by 81% since 2017, largely due to higher participation in both programs, particularly in lighting measures.

3 BER PROCESS AND MARKET EVALUATION p. p. 84
3 BER PROCESS AND MARKET EVALUATION This section provides a summary of the key findings from a review of BER documentation, participant interviews during site visits, participant surveys, as well as interviews with key ENS staff, Mail-in c...

AI summary This section reviews the Business Energy Rebates (BER) process and market evaluation, addressing three key questions: the interrelation between Mail-in and Instant Rebates, how BER and ENS can encourage non-lighting measures, and the level of satisfaction with BER.

3.1 Interrelations Between BER Services p. p. 84
3.1 Interrelations Between BER Services One of the main objectives of this portion of the process and market evaluation was to draw a picture of the two BER services to verify whether using different sets of assumptions and calculation met...

AI summary This section evaluates the interrelations between two Business Energy Rebates (BER) services, Instant Rebates and Mail-in, by comparing their assumptions, methodologies, and usage contexts. It highlights the importance of Instant Rebates and explores participant awareness and preferences, concluding with a review of similar programs in other Canadian jurisdictions.

Installation Contexts of BER Lighting Measures p. p. 85
Installation Contexts of BER Lighting Measures In addition to comparing the measures installed in each service, the Evaluator also compared the context in which lighting measures are installed. This section discusses the types of projects...

AI summary This section examines the contexts in which BER lighting measures are installed, focusing on whether they are used in new construction or retrofit projects, the condition of existing lighting measures, and whether they are for residential or commercial use.

Awareness and Use of BER Services p. pp. 86-87
Awareness and Use of BER Services This subsection discusses whether Mail-in participants know about Instant Rebates and vice versa, as well as why participants and contractors choose one service over the other. During the survey, 70 Mail-i...

AI summary The text discusses awareness and use of BER (Business Energy Rebates) services among participants and contractors, highlighting that 24% of Mail-in participants are aware of Instant Rebates, while 46% of Instant Rebates participants know about Mail-in. Reasons for preference include ease of use, immediate rebate delivery, and compatibility with project types.

Actors and Factors Influencing Measure Choices p. p. 88
Actors and Factors Influencing Measure Choices The Evaluator asked Mail-in and Instant Rebates participants how they became aware of BER offerings and the role of distributors and contractors in their awareness and choice of measures.

AI summary The Evaluator inquired about how participants in Mail-in and Instant Rebates became aware of Business Energy Rebates (BER) offerings, and the role of distributors and contractors in their awareness and choice of energy efficiency measures.

Mail-in p. p. 88
Mail-in While visiting with Mail-in participants on site, the Evaluator took the opportunity to ask a few process-related questions. Of the 74 site-visit participants who provided answers, most learned about BER offerings through a contact...

AI summary The Evaluator spoke with 74 Mail-in participants, finding that 39% learned about BER through ENS contacts and 36% through contractors. Most participants with specific contractors use them for lighting, while fewer use them for HVAC, plumbing, or refrigeration.

3.3 Satisfaction with BER p. p. 92
3.3 Satisfaction with BER This subsection presents feedback from participants, contractors and distributors on the current state of BER and their relationship with ENS.

AI summary This subsection provides feedback from participants, contractors, and distributors regarding their satisfaction with the Business Energy Rebates (BER) program and its relationship with Efficiency Nova Scotia (ENS).

Satisfaction with BER Incentives p. pp. 94-95
Satisfaction with BER Incentives Mail-in participants noted that, generally, received incentives were what they expected, and the time to receive the incentives was as anticipated (see Figure 11). Figure 11: Participant Satisfaction with I...

AI summary Participants in the BER program generally found the incentives to be as expected, though some suggested increasing incentives for specific LED products and non-lighting measures. Contractors indicated that higher incentives for HVAC and refrigeration measures could foster more interest in these areas.

Table 9: Participant Improvement Suggestions (n=70) for BER Mail-in p. pp. 95-96
Table 9: Participant Improvement Suggestions (n=70) for BER Mail-in Suggestions Count Percent No Improvement Suggestions 42 60% Improvement Suggestions 28 40% Awareness 15 21% Better marketing/awareness 7 10% Provide more information/infor...

AI summary The table outlines participant improvement suggestions for the Business Energy Rebates (BER) mail-in program. Most participants (60%) did not provide suggestions, while 40% did. Key areas for improvement include awareness, process, and rebates, with specific suggestions such as better marketing, more user-friendly forms, and increased rebate amounts.

Table 11: Revised Gross Energy and Peak Demand Savings for BER Mail-in p. p. 101
Table 11: Revised Gross Energy and Peak Demand Savings for BER Mail-in Me Ca te as ur e g or y H V A C L ig h in t g Re fr ig io t er a n M d V to o rs a n F Ds Co d A m p re ss e ir Ag ic l l tu r u ra En Sa in er g y v g s Tr ke d G En S...

AI summary Table 11 presents revised gross energy and peak demand savings for the Business Energy Rebates (BER) Mail-in program, detailing energy savings across various categories such as HVAC, lighting, refrigeration, and agriculture. The table includes metrics like tracked gross energy savings, adjusted ratios, effective useful life, and peak demand savings across different sectors.

Revised Gross Energy and Peak Demand Savings for BER Mail-in (Continued) p. p. 102
Revised Gross Energy and Peak Demand Savings for BER Mail-in (Continued) Ca Me te as ur e g or y K i he tc n W He in te t a r a g Pu in m p g So la r To l fo A l l ta r Ca ies te g or Sa En in er g g s y v Tr ke d G En Sa ing ( G W h ) ac...

AI summary The document presents revised gross energy and peak demand savings for the Business Energy Rebates (BER) mail-in program. It includes various metrics such as adjusted ratios, energy savings, and peak demand savings across different categories and types of energy usage.

Table 13: Revised Net Energy and Peak Demand Savings for BER Mail-in p. p. 105
Table 13: Revised Net Energy and Peak Demand Savings for BER Mail-in Ca Me te as ur e g or y C H V A L ig h in t g Re fr ig io t er a n M d V to o rs a n F Ds Co d A m p re ss e ir Ag ic l l tu r u ra En Sa in er g y v g s Re ise d G En Sa...

AI summary Table 13 presents revised net energy and peak demand savings for the BER Mail-in program, detailing energy savings and peak demand reductions across various sectors such as commercial, residential, and agricultural. The table includes metrics like revised gross energy savings, net energy savings, effective life, and peak demand savings in gigawatt-hours and megawatts.

In-service Rates p. p. 110
In-service Rates To establish ISRs, the Evaluator conducted a literature review in 2016 of other jurisdictions with an upstream commercial program service similar to Instant Rebates because research indicates that a percentage of purchased...

AI summary The Evaluator established In-Service Rates (ISRs) based on a 2016 literature review, applying an 85% ISR for LED lamps and 100% for other measures like fixtures and pumps. This approach was later applied in 2018 across all measure categories, with results aligning with Energy Efficiency Nova Scotia (ENS) tracking.

Evaluated Net Energy and Peak Demand Savings for BER Instant Rebates (Continued) p. p. 121
Evaluated Net Energy and Peak Demand Savings for BER Instant Rebates (Continued) Ca Me te as ur e g or y L E D D ire io l a d t c na n Ar h i l F ix te tu tu c c ra re s Oc cu p an cy Se ns or s Pu m p s To l fo A l l ta r Me as ur es Sa E...

AI summary This table evaluates the net energy and peak demand savings for BER Instant Rebates, showing various metrics such as energy savings in gigawatt-hours, peak demand savings in megawatts, and effective useful life in years across different categories like LED directional and occupancy sensors, pumps, and total measures.

[INTRODUCTION] p. p. 142
[INTRODUCTION] Hello, my name is _____________ and I am calling from Corporate Research Associates, a Halifax-based survey research company. We are performing an evaluation of energy efficiency services provided by Efficiency Nova Scotia....

AI summary A representative from Corporate Research Associates is conducting a survey to evaluate Efficiency Nova Scotia's Business Energy Rebates Program. They are contacting participants to gather feedback on their experience with the program in order to help improve it.

Verification and Recall (V Series) p. pp. 142-143
Verification and Recall (V Series) - V1. Our records indicate that your organization would have received a mail-in rebate for energy efficiency measures that were implemented at your facility located at [FACILITY ADDRESS] in [FACILITY CITY...

AI summary This section of the regulatory proceeding document outlines a verification and recall process for the Business Energy Rebates Program administered by Efficiency Nova Scotia. It includes questions to confirm receipt of mail-in rebates and to identify the most knowledgeable individual within an organization regarding the program.

Name: p. p. 143
Name: Telephone #: (Note: Thank, terminate, record and keep data. Schedule interview with best contact regarding V4. According to our information, through its participation in the Business Energy Rebates Program, your organization submitte...

AI summary The text refers to an organization's participation in the Business Energy Rebates Program in 2018, including the number of applications submitted, the specific measure category implemented at a facility, and the rebate received.

Program Awareness and Participation (P Series) p. pp. 144-145
va Scotia program in your decision to participate in your most recent Business Energy Rebates Program project? [RESPONSE OPTIONS 1-10 AND NOT APPLICABLE, DK AND REFUSED]

AI summary The document asks participants in the Business Energy Rebates Program to rate how much the Nova Scotia program influenced their decision to participate in their most recent project, with response options ranging from 1-10 and other options.

[Ask IF FR5b=1] p. p. 150
[Ask IF FR5b=1] FR5c. Just to be sure I understand correctly, you are saying that the measure was already attractive enough in terms of financial payback to be implemented without the rebate? CODE ONLY ONE - 1. YES - 2. NO - 8. (DON'T KNOW...

AI summary The text includes questions about the financial attractiveness of energy measures and the presence of energy management policies in facilities participating in the Business Energy Rebates Program. It seeks to determine whether rebates were necessary for implementation and what energy management practices are in place.

Satisfaction [S series] p. pp. 153-154
Satisfaction [S series] - S1. Using a scale from 1 to 10 where 1 is "not at all satisfied" and 10 is "completely satisfied" how would you rate your satisfaction with the Business Energy Rebates program overall? [RECORD NUMBER, 98=Don't kno...

AI summary This section of the regulatory proceeding document assesses participant satisfaction with the Business Energy Rebates program through a series of questions. It explores overall satisfaction, reasons for dissatisfaction, and experiences with specific aspects of the program such as application processes, rebate amounts, and communication.

P1. Prior to your most recent Business Energy Rebates Program incented project, have you participated in projects that received Efficiency Nova Scotia incentives before? p. pp. 160-161
P1. Prior to your most recent Business Energy Rebates Program incented project, have you participated in projects that received Efficiency Nova Scotia incentives before? Previously Participated in Projects Receiving ENS Incentives Sample S...

AI summary The text asks respondents about their prior participation in Efficiency Nova Scotia (ENS) programs before their most recent Business Energy Rebates Program project, with responses indicating that 44% had previously participated. It also explores which specific ENS programs they participated in and how influential past participation was in their decision to join the latest project, with a mean influence score of 8.2.

P4. Other than the Business Energy Rebates Mail-in program you recently participated in, what Efficiency Nova Scotia program(s), if any, are you aware of? p. pp. 161-162
P4. Other than the Business Energy Rebates Mail-in program you recently participated in, what Efficiency Nova Scotia program(s), if any, are you aware of? Aware of Other ENS Program Components 2018 Sample Size 38 None – Not aware of any EN...

AI summary The text discusses awareness of Efficiency Nova Scotia (ENS) programs beyond the Business Energy Rebates Mail-in program, with most respondents not being aware of other ENS programs. It also explores reasons for choosing the Mail-in service over Instant Rebates and who completed rebate applications for the most recent project.

P7. Did you interact with any Efficiency Nova Scotia staff during the process of applying for the rebate? p. p. 162
P7. Did you interact with any Efficiency Nova Scotia staff during the process of applying for the rebate? Interaction with ENS Staff During Application Process Sample Size 70 Yes 63% No 36% Don't know 1% P8. On a scale of 1 to 10 where 1 e...

AI summary The text discusses customer interactions with Efficiency Nova Scotia (ENS) during the application process for the Business Energy Rebates (BER) program. A majority (63%) of respondents interacted with ENS staff, and overall satisfaction with the service was high, with mean scores ranging from 8.4 to 9.6.

P10. When completing your most recent project through the Business Energy Rebates Mail-in program, did your contractor provide you a choice of Efficiency Nova Scotia programs to participate in? p. p. 163
P10. When completing your most recent project through the Business Energy Rebates Mail-in program, did your contractor provide you a choice of Efficiency Nova Scotia programs to participate in? Contractor Provided a Choice of ENS Program C...

AI summary The text asks respondents whether their contractor provided a choice of Efficiency Nova Scotia (ENS) programs during participation in the Business Energy Rebates Mail-in program. The results show that only 20% of respondents indicated that they were given a choice, while 74% said no and 6% were unsure. The next question asks what other ENS programs were mentioned by the contractor.

Section 1707 p. p. 163
- FR1a. I just want to make sure I understand Before you decided to participate in the Business Energy Rebate Program, you had already made the decision to implement energy efficient [MEASURE CATEGORY] measures?

AI summary The question seeks clarification on whether the participant had already decided to implement energy efficient measures before joining the Business Energy Rebate Program.

Would Have Paid 201 15 2016 2017 201 18 p. p. 164
Would Have Paid 201 15 2016 2017 201 18 Cost of Project Sample Size Mean Sample Size Mean Sample Size Mean Sample Size Mean Mean (0 = "Definitely Would Not Have Paid" 10 = "Definitely Would Have Paid") Paid cost of project 72 5.6 69 6.7 70...

AI summary The text presents survey data on awareness and willingness to pay for energy efficiency programs, focusing on the Business Energy Rebates Program. Respondents were asked about their awareness of premium lighting products and their actions if the program had not been available. Results indicate a moderate level of awareness and a tendency to implement similar measures even without the program.

Section 1723 p. p. 171
S3. On a scale of 1 to 10, where 1='not at all satisfied' and 10='completely satisfied', how was your organization's experience with each of the following aspects of the Business Energy Rebates Program?

AI summary The text asks respondents to rate their satisfaction with the Business Energy Rebates Program on a scale from 1 to 10, where 1 indicates 'not at all satisfied' and 10 indicates 'completely satisfied'.

Section 1733 p. p. 176
B8a. Do you have any suggestions to improve the Business Energy Rebates Program? Consider all aspects of the program: process, measures covered, marketing, interactions with program staff, and program forms. PROBE: Anything else?

AI summary The question asks for suggestions to improve the Business Energy Rebates Program, considering various aspects such as process, measures covered, marketing, interactions with program staff, and program forms.

Section 1740 p. pp. 179-180
The Business Energy Rebates (BER) program provides financial incentives, through prescriptive rebates or financing, to Business, Non-Profit and Institutional (BNI) clients to reduce electrical energy consumption and demand. There are two p...

AI summary The Business Energy Rebates (BER) program provides financial incentives to BNI clients to reduce energy consumption through two participation paths: instant in-store rebates and mail-in rebates. In 2017, the program resulted in significant energy savings through the sale of energy-efficient products and post-installation rebate submissions.

Hello [CONTRACTOR] p. pp. 180-181
Hello [CONTRACTOR] I work for Research Into Action and we are working with Efficiency Nova Scotia to conduct the process evaluation for their Business Energy Rebates (BER) program. As you may know, the BER program is the prescriptive progr...

AI summary Research Into Action is conducting a process evaluation for Efficiency Nova Scotia's Business Energy Rebates (BER) program. The evaluation includes interviews with contractors to understand how the program works and how it relates to other ENS programs, with a focus on encouraging interest in non-lighting measures.

[ Do not read: ] p. pp. 181-182
[ Do not read: ] - 96. Other, please specify: [Open-ended response] - 98. Don't know - 99. Refused Q3. How long have you been with your firm? [ASK ALL] Q4. When did you first learn about the BER Mail-in program? [ASK ALL] Q5. How did you f...

AI summary The text includes questions about participants' tenure with their firms and how they learned about the BER Mail-in program, indicating a focus on customer engagement and program awareness.

Interest in Non-lighting Measures [ASK IF Q2<>1] p. pp. 182-183
Interest in Non-lighting Measures [ASK IF Q2<>1] I would like to talk with you about what you think can be done to generate more interest in the program, especially in generating interest in non-lighting measures. [ASK IF Q2 <>1] Q6. What...

AI summary The text discusses interest in non-lighting measures within the Business Energy Rebates (BER) program, asking stakeholders about the types of measures they promote, avoid, and the barriers to implementing non-lighting eligible projects.

Measure Types Percent Sold Through BER Mail-in Percent Sold Without Incentives Total Not applicable p. pp. 183-184
Measure Types Percent Sold Through BER Mail-in Percent Sold Without Incentives Total Not applicable Compressed air equipment 100% q Heating equipment 100% q Refrigeration equipment 100% q Kitchen equipment 100% q Agricultural equipment 100...

AI summary The table outlines the percentage of various equipment types sold through the Business Energy Rebates (BER) mail-in program and without incentives, with all categories showing 100% sales. The 'Not applicable' column is marked with 'q' for each row.

Section 1755 p. p. 184
[ASK IF Q2 <>1] Q17. Which of the following measure types, if any, do you see an opportunity to increase the percentage that you sell that go through the ENS program? Why do you see this an opportunity? [If needed: Are the incentives too l...

AI summary The question asks whether there is an opportunity to increase the percentage of certain measure types sold through the ENS program and why, considering factors such as incentives, knowledge, or other reasons.

BER Mail-in Connections with Other ENS Programs and Services [ASK IF Q2=1] p. pp. 184-185
BER Mail-in Connections with Other ENS Programs and Services [ASK IF Q2=1] [ASK IF Q2=1] Q19. Other than BER Mail-in, what other ENS programs, if any, do you have experience with?

AI summary This section of the document asks respondents about their experience with other Efficiency Nova Scotia (ENS) programs in addition to the BER Mail-in program.

[ASK IF NOT SPECIFIED IN Q19] p. p. 185
[ASK IF NOT SPECIFIED IN Q19] Q20. Are you familiar with the BER Instant Rebate program? [ If needed: This is the program that provides incentives to lighting and pump distributors to offered discounted equipment to contractors .]

AI summary The question asks if the respondent is familiar with the BER Instant Rebate program, which provides incentives to lighting and pump distributors to offer discounted equipment to contractors.

Measure Types Percent Sold Through BER Mail-in Percent Sold Through BER Instant Rebates Percent Sold Without Incentives Total Not applicable p. p. 186
Measure Types Percent Sold Through BER Mail-in Percent Sold Through BER Instant Rebates Percent Sold Without Incentives Total Not applicable Linear LED Fixtures 100% q LED Downlight Fixtures 100% q LED Linear Lamps 100% q General Use Decor...

AI summary The document presents a table showing that all measure types (linear LED fixtures, LED downlight fixtures, LED linear lamps, and general use decorative LED lamps) have a 100% total sold rate, with the 'Not applicable' column marked as 'q'. The text also references a section on 'Successes, challenges, and opportunities with BER Mail-in', indicating a discussion about the Business Energy Rebates program.

INTRODUCTION B – Business with no contact name p. p. 10
INTRODUCTION B – Business with no contact name Hello, I am with Corporate Research Associates, and we are performing an evaluation of energy efficiency services provided by Efficiency Nova Scotia. Our records indicate that you or your orga...

AI summary Corporate Research Associates is evaluating energy efficiency services provided by Efficiency Nova Scotia, noting recent participation in the Business Energy Rebates Program by purchasing rebated products from a participating distributor.

Section 1812 p. pp. 11-12
rity of the [PRODUCT]? Was it for a… [READ. CODE ONLY ONE] - 1. New construction - 2. Replacement of existing fixtures or lamps - 98. (Don't know) - 99. (Refused) - P7b. [ASK IF END-USER I3=1] For what type of project did you purchase the...

AI summary The text outlines a series of survey questions related to the purchase of energy-efficient products through the Business Energy Rebates Program, focusing on the type of project and the condition of existing fixtures or lamps.

Section 1814 p. pp. 12-14
- 99. (Refused) - P9. [ASK ALL] Were you aware that you had received a rebate when purchasing these [PRODUCT]? [CODE ONLY ONE] - 1. Yes (Go to P11) - 2. No - 98. (Don't know) - 99. (Refused) - 10. [ASK IF P9=No or DK] I just want to make s...

AI summary The text outlines a survey process aimed at determining customer awareness of rebates under Efficiency Nova Scotia's Business Energy Rebates Program. It includes questions about rebate awareness, sources of information, and participation in different rebate services.

Section 1829 p. p. 22
P8a. [ASK IF CONTRACTOR (I3=2)] and [PRODUCT=LED DOWNLIGHT FIXTURES OR GENERAL-USE AND DECORATIVE LED LAMPS] For what type of projects did you purchase the [PRODUCT] that you purchased through the Business Energy Rebates Program? Was it fo...

AI summary The text asks about the type of projects for which LED downlight fixtures or general-use and decorative LED lamps were purchased through the Business Energy Rebates Program.

- P10. I just want to make sure I understand When you purchased [PRODUCT], you were unaware that a rebate was given to reduce the product's total cost? p. pp. 22-23
- P10. I just want to make sure I understand When you purchased [PRODUCT], you were unaware that a rebate was given to reduce the product's total cost? Aware of Product Rebate prior to Purchase 2018 Sample Size 50 Yes 92% No 8% P11. [ASK I...

AI summary The proceeding discusses customer awareness of rebates for energy-efficient products, specifically whether customers were aware of the rebate before purchasing and whether they knew it was offered by Efficiency Nova Scotia as part of its Business Energy Rebates Program. Survey results show high awareness in both cases.

P12. How did you first become aware of the rebates available under Efficiency Nova Scotia's Business Energy Rebates Program? p. pp. 23-24
P12. How did you first become aware of the rebates available under Efficiency Nova Scotia's Business Energy Rebates Program? Source of Awareness of Rebates 2018 Sample Size 30 Through my distributor 57% ENS staff contacted me about the pro...

AI summary The text discusses how respondents became aware of Efficiency Nova Scotia's Business Energy Rebates Program and their preferences between the Instant Rebates service and the mail-in service. Most respondents learned about the program through their distributor, and a majority were unaware of the mail-in service. Those who chose the Instant Rebates service cited convenience and speed as key factors.

Section 1840 p. p. 27
CI3. Before participating in the Business Energy Rebates program, had you at any time in the past already seen Efficiency Nova Scotia promotional materials advertising the benefits of energy efficiency?

AI summary The question asks whether Efficiency Nova Scotia had previously promoted energy efficiency benefits through promotional materials before a participant joined the Business Energy Rebates program.

Section 1847 p. pp. 29-30
- A1a. [ASK IF SALES DATA NON AVAILABLE] If the current trend is maintained, do you think you will sell more, less or the same number of linear LED fixtures by the end of 2018 than the number of units you sold in 2017? If "more" or "less",...

AI summary The text outlines questions posed to a respondent regarding the impact of the Business Energy Rebates Program on the sales of linear LED fixtures in 2018, including inquiries about expected sales trends and the influence of the rebate program.

p. p. 30
A4. I am interested in understanding the impact of the Business Energy Rebates program on customers' product choice. Using a scale from 0 to 10, where 0 is "not at all important" and 10 is "extremely important", how would you rate the prog...

AI summary The text asks about the impact of the Business Energy Rebates program on customers' product choice, specifically their preference for linear LED fixtures over fluorescent tube fixtures, and whether the incentive range is sufficient to influence purchasing decisions.

Section 1849 p. p. 30
- A7. Through the Business Energy Rebates Program, only products meeting program's criteria, such as DLC or Energy Star certifications, are eligible for rebate. I would like to understand the impact of the program on the models of products...

AI summary The text asks about the impact of the Business Energy Rebates Program on the product models carried by a company, specifically focusing on DLC certified linear LED fixtures. It requests a rating on a scale from 0 to 10 to assess the program's influence.

ASK IF LED DOWNLIGHT FIXTURES WERE REBATED THROUGH THE PROGRAM p. p. 30
ASK IF LED DOWNLIGHT FIXTURES WERE REBATED THROUGH THE PROGRAM I have a few questions about your sales of LED downlight fixtures that are promoted by the Business Energy Rebates Program. This category includes the following measures (as de...

AI summary The text asks whether LED downlight fixtures were rebated through the Business Energy Rebates (BER) program, mentioning that sales data up to September 2018 indicates participation in the BER Instant Rebates program. It also inquires about potential changes in sales trends and reasons for any shifts.

Section 1852 p. pp. 30-31
- B1a. [ASK IF SALES DATA NON AVAILABLE] If the current trend is maintained, do you think you will sell more, less or the same number of LED downlight fixtures by the end of 2018 than the number of units you sold in 2017? If "more" or "les...

AI summary The text includes questions about LED downlight fixture sales trends, the impact of incentives on sales, and the percentage of fixtures sold for residential use. It references the 2018 DSM Evaluation Report and the Business Energy Rebates Program.

Section 1854 p. p. 31
- B2b. [IF LOWER] In your estimation, by what percentage would the number of LED downlight fixtures you sold have been lower in 2018, if the Business Energy Rebates Program incentive had not been available? RECORD PERCENTAGE ___% RECORD EX...

AI summary The text asks about the impact of the Business Energy Rebates Program on the sales of LED downlight fixtures in 2018 and the program's influence on customers' product choices, using a scale from 0 to 10.

RECORD RATING: p. p. 31
RECORD RATING: RECORD EXPLANATION: - B6. Is the incentive ranging from $8 to $15 per fixture enough to encourage customers who would not have done so otherwise to purchase LED downlight fixtures? Why?

AI summary The question asks whether the incentive of $8 to $15 per fixture is sufficient to encourage customers who would not have otherwise purchased LED downlight fixtures.

ASK IF LED LINEAR LAMPS WERE REBATED THROUGH THE PROGRAM p. p. 32
ASK IF LED LINEAR LAMPS WERE REBATED THROUGH THE PROGRAM I have a few questions about your sales of LED linear lamps that are promoted by the Business Energy Rebates Program. This category includes lamps such as two-foot and foot-foot line...

AI summary The text asks whether LED linear lamps were rebated through the Business Energy Rebates (BER) program, noting that sales of such lamps were part of the BER Instant Rebates program up to September 2018. It also inquires about potential changes in sales trends and reasons for any shifts.

p. p. 33
C4. I am interested in understanding the impact of the Business Energy Rebates program on customers' product choice. Using a scale from 0 to 10, where 0 is "not at all important" and 10 is "extremely important", how would you rate the prog...

AI summary The text presents two questions related to the Business Energy Rebates program. The first asks about the program's influence on customers' product choice, specifically the use of LED linear lamps over fluorescent lamps. The second question inquires whether the current incentive range is sufficient to encourage customers to switch to LED lamps.

Section 1863 p. p. 33
- C7. Through the Business Energy Rebates Program, only products meeting program's criteria, such as DLC or Energy Star certifications, are eligible for rebate. I would like to understand the impact of the program on the models of products...

AI summary The Business Energy Rebates Program requires products to meet DLC or Energy Star certifications to be eligible for rebates. The question asks about the program's influence on the proportion of DLC certified LED linear lamps carried by the company, rated on a scale from 0 to 10.

ASK IF GENERAL-USE/DECORATIVE LED LAMPS WERE REBATED THROUGH THE PROGRAM p. pp. 33-34
ASK IF GENERAL-USE/DECORATIVE LED LAMPS WERE REBATED THROUGH THE PROGRAM I have a few questions about your sales of general-use/decorative LED lamps that are promoted by the Business Energy Rebates Program. This category covers A19, globe...

AI summary The document asks whether general-use/decorative LED lamps were rebated through the Business Energy Rebates Program, inquiring about sales data, trends, and the impact of incentives on sales volume.

Section 1867 p. p. 34
- D2b. [IF LOWER] In your estimation, by what percentage would the number of general-use/decorative LED lamps you sold have been lower in 2018 if the Business Energy Rebates Program incentive was not available? RECORD PERCENTAGE ___% RECOR...

AI summary The text asks about the impact of the Business Energy Rebates Program on the sales of LED lamps and customers' product choices, specifically comparing LED lamps to incandescent bulbs and CFLs.

RECORD RATING: p. p. 34
RECORD RATING: RECORD EXPLANATION: - D6. Is the current incentive of $3 to $4 per lamp enough to encourage customers who would not have done so otherwise to purchase general-use/decorative LED lamps? Why?

AI summary The question asks whether the current incentive of $3 to $4 per lamp is sufficient to encourage customers who would not have otherwise purchased general-use/decorative LED lamps.

SECTION O: Process Questions p. pp. 35-36
SECTION O: Process Questions - O1. Generally, how aware are contractors that they are getting an incentive from ENS for buying energy efficient equipment through the Business Energy Rebates Instant-Rebate program? - O2. Generally, how awar...

AI summary The section asks about awareness of ENS incentives through the Business Energy Rebates Instant-Rebate program, contractor and customer awareness, and the sufficiency of incentives for specific LED products. It also inquires about familiarity with ENS programs and the distribution of sales through different incentive services.

Measure Types Percent Sold Through Instant Rebate Percent Sold Through Mail-in Percent Sold Without Incentives Total p. p. 36
Measure Types Percent Sold Through Instant Rebate Percent Sold Through Mail-in Percent Sold Without Incentives Total Linear LED Fixtures 100% LED Downlight Fixtures 100% LED Linear Lamps 100% General Use Decorative LED Lamps 100% O6. [ASK...

AI summary The table shows that all measure types (Linear LED Fixtures, LED Downlight Fixtures, LED Linear Lamps, and General Use Decorative LED Lamps) have been sold through 100% of the total. The question asks about recommending between Instant Rebates and Mail-in services under the Business Energy Rebates Program.

APPENDIX VIII BER: MAIL-IN GROSS SAVINGS ADJUSTMENTS p. p. 38
APPENDIX VIII BER: MAIL-IN GROSS SAVINGS ADJUSTMENTS This appendix presents the detailed adjustments made by the Evaluator to the energy and demand savings of revised projects based on the project documentation review and on-site visit obs...

AI summary This appendix details adjustments to energy and demand savings for revised projects under the Business Energy Rebates program, based on project documentation reviews and on-site visit observations.

Commercial Laundry Measures p. pp. 41-42
Commercial Laundry Measures No commercial laundry applications were submitted to the 2018 BER program component.

AI summary No commercial laundry applications were submitted to the 2018 BER program component.

Commercial Solar Measures p. p. 42
Commercial Solar Measures No commercial solar applications were submitted to the 2018 BER program component.

AI summary No commercial solar applications were submitted to the 2018 BER program component.

BER Instant Rebates – Distributor Interviews p. pp. 72-73
BER Instant Rebates – Distributor Interviews FR1. [ASK IF SALES DATA AVAILABLE] If the current trend is maintained, you should sell [FROM SAMPLE: fewer / more] [EFFICIENT PRODUCT] by the end of 2018 than the number of units you sold in 201...

AI summary The document outlines a series of questions posed to distributors regarding the impact of the BER Instant Rebates program on sales trends, customer behavior, and product availability. It includes inquiries about sales data, the influence of incentives, and the effect of product certification requirements on inventory decisions.

This appendix summarizes all the recommendations made by the Evaluator as part of the 2018 evaluation, as well as all 2017 evaluation recommendations that were not fully implemented. p. p. 73
This appendix summarizes all the recommendations made by the Evaluator as part of the 2018 evaluation, as well as all 2017 evaluation recommendations that were not fully implemented. Sections Recommendations service sales. 3. Investigate w...

AI summary This section highlights recommendations from the 2018 evaluation, emphasizing the need to connect participants with non-lighting contractors and analyze incentive levels for non-lighting measures with longer payback periods to overcome implementation barriers.

p. p. 98
Initial Gross Savings Adjusted Gross Savings NTGR Net Savings Energy Savings ENS Tracked Savings 1.681 GWh 1.681 GWh 1.00 1.681 GWh Evaluation Results 1.681 GWh 1.548 GWh 0.94 1.455 GWh Peak Demand Savings ENS Tracked Savings 0.000 MW 0.00...

AI summary The evaluated gross energy savings were 8% below tracked values due to incorrect tracking of savings from capital projects. An adjustment to savings from a lighting project installed through BER Instant Rebates caused net savings to be 13% lower than tracked savings.

p. p. 101
Program Component 2017 2018 Program Process Market Impact Process Market Impact Residential Efficient Appliance Retirement R C C Product Rebates Program Instant Savings R R C C Home Energy Assessment C C R Existing Residential Program Gree...

AI summary The table outlines program components and their process and impact evaluations for the years 2017 and 2018, highlighting initiatives such as appliance retirement, home energy assessments, and strategic energy management under residential and business programs.

NC Free Ridership Questions p. pp. 194-195
NC Free Ridership Questions - B1a. Does your company have a corporate policy with respect to new building energy efficiency? If so, please describe the policy. - B1b. At which point in your design and construction process did you first dis...

AI summary This section of the regulatory proceeding document outlines a series of questions aimed at assessing the impact of energy efficiency programs on new construction. The questions focus on corporate policies, decision-making processes, and the influence of financial incentives and technical assistance on the implementation of energy efficiency measures.

Table 3: Types of Evaluations Conducted for Each Program Component p. p. 52
Table 3: Types of Evaluations Conducted for Each Program Component 2017 2018 Program Program Component Process Market Impact Process Market Impact Residential Efficient Appliance Retirement R C C Product Rebates Program Instant Savings R R...

AI summary Table 3 outlines the types of evaluations conducted for each program component in the residential and business energy efficiency programs. It includes process and impact evaluations for components such as appliance retirement, home energy assessments, and energy management information systems.

E-6Practices & Procedures Evaluaton: Efficiency Trade Network 2 passages
Conclusions and Recommendations p. p. 5
efficiency and renewable projects to customers. Recommendation 4-3: Offer online training videos to accommodate members who prefer online learning or have difficulty attending in-person sessions. Conclusion 5: Multiple modes of communicati...

AI summary The document outlines recommendations for improving communication and engagement with ETN members, including online training, multi-channel advertising, discounts, and tiered recognition systems. It emphasizes the need for diverse communication strategies, industry collaboration, and incentives to boost participation and project referrals.

3.2.7. Innovative Member Reward Approaches p. p. 21
3.2.7. Innovative Member Reward Approaches The literature revealed that some trade ally networks cite using rating systems or award cash incentives to high-performing trade allies as a best practice. Proponents of this best practice report...

AI summary The text discusses innovative member reward approaches in energy efficiency programs, citing examples like DTE Energy's commissions, Rocky Mountain Power's tiered member status, and Energy Trust of Oregon's star ratings. It notes the ETN has not implemented similar systems, despite evidence that such incentives encourage higher performance among trade allies.

E-7Practices & Procedures Evaluatoin: Site Visit Quality Assurance 1 passage
3.1.1. Purposes of QA Site Visits p. p. 15
3.1.1. Purposes of QA Site Visits ENS staff and other program administrators conduct QA site visits for similar reasons that are essential to organizational success, as described below. QA visits: - 〉 Ensure energy savings are realized by...

AI summary ENS and program administrators conduct QA site visits to verify energy savings through eligible efficiency measures, ensure rebates are issued for installed equipment, and collect customer feedback to improve program administration.

E-8Verification Report by H. Gil Peach 3 passages
2. Instant Savings p. pp. 28-30
2. Instant Savings Instant Savings is administered by Efficiency Nova Scotia as an in-store discount program for energy-efficient products. 32 The program is implemented through a delivery agent and participating retailers throughout Nova...

AI summary Instant Savings, administered by Efficiency Nova Scotia, is an in-store discount program for energy-efficient products. The 2018 evaluation showed savings exceeded goals, with successful diversification to new products. Recommendations include a socket study and continued monitoring of LED market indicators. The evaluation followed the Uniform Methods Project protocol.

4. Green Heat p. pp. 31-32
4. Green Heat The Green Heat Program focuses on replacement and supplementation of heating systems by installation of equipment that uses fuel derived from renewable resources. The new equipment may either fully replace or supplement exist...

AI summary The Green Heat Program in Nova Scotia incentivizes renewable heating systems, including biomass, solar, and heat pumps. Econoler evaluated the program through data analysis, site visits, and surveys, recommending improvements to tracking sheets and continued monitoring of barriers to high-efficiency heat pump adoption. The federal Low Carbon Economy Fund (LCEF) and Nova Scotia Power's on-bill financing support the initiative.

8. BNI Custom Incentives Program p. pp. 36-37
8. BNI Custom Incentives Program For 2018, the BNI Custom Incentives Program includes three primary components: (1) Custom, (2) Energy Management Information Systems (EMIS) and (3) Strategic Energy Management (SEM). EMIS and SEM evaluation...

AI summary The BNI Custom Incentives Program (2018) includes retrofit, new construction, and building optimization. Retrofit contributes 77% of savings. Econoler evaluated projects, found errors in modeling, and recommended expanding analysis. Evaluation methods were deemed appropriate but with room for improvement.

E-11E1(CA) RIR-1 to RIR-19 5 passages
6.1 BUSINESS ENERGY REBATES - MAIL-IN p. p. 6
6.1 BUSINESS ENERGY REBATES - MAIL-IN

AI summary Section 6.1 outlines the Business Energy Rebates program administered via mail-in applications. Key stakeholders include Nova Scotia Power (NSP) and Efficiency Nova Scotia (ENS), with considerations for demand-side management (DSM) and integrated resource planning (IRP). The section addresses rebate eligibility, program administration, and alignment with broader energy efficiency goals.

6.2 BUSINESS ENERGY REBATES - INSTANT REBATES p. p. 6
6.2 BUSINESS ENERGY REBATES - INSTANT REBATES

AI summary The section outlines Business Energy Rebates - Instant Rebates, though no detailed content is provided in the given text. Key entities and acronyms related to energy programs and regulatory bodies are referenced in the context.

Assumption p. p. 6
Assumption Actual program participants are apartment building owners. Avoided energy benefits are assumed to flow-through to tenants either a) directly, where tenants pay power bills, or b) indirectly, by means of deferred increases in ren...

AI summary The assumption that apartment building owners participate in programs, with avoided energy benefits flowing to tenants directly or indirectly. The BER-IR program's installation locations are unknown, and low-income participation is assumed similar to BER-MI.

7 BNI - CUSTOM INCENTIVES p. p. 6
7 BNI - CUSTOM INCENTIVES

AI summary The section titled '7 BNI - CUSTOM INCENTIVES' outlines regulatory considerations for custom incentive programs. Key entities include Nova Scotia Power (NSP) and Efficiency Nova Scotia (ENS), with topics centered on incentive design and program implementation. No specific arguments or cited references are present in the provided text.

NON-CONFIDENTIAL p. p. 6
NON-CONFIDENTIAL 1 Programmable thermostats are still attractive to customers with a lower cost and some 2 simplicity benefits. Additionally, only one brand of locally available smart thermostat can 3 be used for electric resistance heatin...

AI summary Programmable thermostats remain attractive due to lower cost and simplicity, with Mysa being the only locally available option for electric resistance heating. EfficiencyOne (E1) will reassess rebates as smart thermostat costs decline. E1 has not conducted third-party evaluations for smart thermostats and used programmable thermostats as a proxy for modeling.

E-13E1 (HGL) RIR-1 to RIR-7 7 passages
7 Incentive Program during 2016 – 2018 p. p. 18
7 Incentive Program during 2016 – 2018 Year Number Total Cost Total Total Total Total Total Total Total Peak Total Total of of all E1 First-Year First-Year First Lifetime Lifetime Lifetime Demand of Peak Peak Projects Incentives Energy Ene...

AI summary The document presents data on an incentive program from 2016 to 2018, detailing the number of projects, total costs, energy usage, and savings for each year. It includes metrics such as first-year energy savings, lifetime energy savings, and peak demand reductions.

NON-CONFIDENTIAL methodologies and identify the circumstances in which E1 proposes to use each methodology. (d) For each of the 3 years in both the 2020 – 2022 DSM Resource Plan and the Alternative Scenario, please indicate how many of the projects are expected to include incentives for Variable Refrigerant Flow ("VRF") technology. (e) For each of the 3 years in both the 2020 – 2022 DSM Resource Plan and the Alternative Scenario, please indicate how many of the projects are expected to be located in communities served by natural gas. (f) How does E1 propose to account for project proponents having access to natural gas as a fuel supply option in determining the baseline assumptions under the 2020 – 2022 DSM Resource Plan and the Alternative Scenario? (g) Please provide a complete list of all the different types of installed measures that E1 proposes will be eligible for funding for New Construction Projects under the Customs Incentive Program proposed in the 2020 – 2022 DSM Resource Plan. For each installed measure, identify the total cost absent the incentive, the amount of the incentive to be offered by E1, and the savings associated with the incentive. p. p. 18
NON-CONFIDENTIAL methodologies and identify the circumstances in which E1 proposes to use each methodology. (d) For each of the 3 years in both the 2020 – 2022 DSM Resource Plan and the Alternative Scenario, please indicate how many of the...

AI summary E1 (Nova Scotia Power) did not use forecasting for Custom New Construction projects in the 2020–2022 DSM Resource Plan. Instead, metrics like targeted energy savings and investment were developed using a single characterization. The response does not address specific numbers for VRF incentives, natural gas communities, or baseline assumptions for natural gas access.

NON-CONFIDENTIAL p. p. 18
NON-CONFIDENTIAL Response IR-04: a) Yes, EfficiencyOne agrees. b) EfficiencyOne's DSM incentives are aimed to encourage customers to install measures that operate at higher levels of efficiency. As buildings transition from a combustible f...

AI summary EfficiencyOne agrees to IR-04, stating DSM incentives promote high-efficiency measures. Transitioning from combustible fuels to electricity increases electrical demand, but incentives encourage efficient systems (e.g., heat pumps) to reduce grid load. Custom Incentives support new construction exceeding NECB standards.

NON-CONFIDENTIAL p. p. 18
NON-CONFIDENTIAL 1 Request IR-06: 2 3 Question: 4 Regarding the incentive structure, please provide: 5 6 (a) Details of the development of the structure and magnitude of incentives for New 7 Construction projects under the Custom Project i...

AI summary The document contains a request for information regarding the incentive structure for New Construction projects under the Custom Incentives Program, including details on its development, changes made in 2017 or 2018, and how incentives are calculated using various factors such as baseline cost, energy use index, and floor area.

implementation incentive. p. p. 18
implementation incentive. NON-CONFIDENTIAL 1 Response IR-06: 2 3 a) Please refer to EfficiencyOne's response to HG IR-01 part b) for changes to the eligibility 4 for an incentive, effective April 2017. 5 6 A review of the New Construction...

AI summary EfficiencyOne reviewed and revised its New Construction incentive structure in 2017 to improve uptake, reduce barriers, and increase energy savings. The implementation incentive was adjusted to provide higher incentives for buildings exceeding 40% energy savings compared to NECB 2015 standards, and energy modelling was incentivized at 50% of eligible costs up to $10,000.

NON-CONFIDENTIAL p. p. 18
NON-CONFIDENTIAL The incentive changes were driven by feedback from stakeholders, who recommended a higher incentive for capital intensive efficiency measures, a clear path or structure to achieve a higher incentive, and a base incentive f...

AI summary The incentive changes were driven by stakeholder feedback, aiming to provide higher incentives for capital-intensive efficiency measures and a clear structure for participants to estimate rebates. A higher rebate rate of $0.12/kWh is intended to encourage further energy efficiency improvements in buildings. The incentive cap for New Construction projects is $500,000, though few projects have reached that level. EfficiencyOne has not disclosed specific project details.

NON-CONFIDENTIAL p. p. 18
NON-CONFIDENTIAL 1 Request IR-07: 2 3 Question: 4 With regard to the modelling assumptions for incentives provided for space heating and/or 5 domestic hot water measures in a New Construction project funded through the Custom 6 program: 7...

AI summary The document outlines a regulatory request (IR-07) seeking details on methodology, assumptions, and documentation for HVAC performance in new construction projects under E1's Custom Incentives program. It also asks about fuel type determination without E1 incentives and the division of responsibilities between applicants and E1 for system characteristics.

E-14E1 (IG) RIR-1 to RIR-25 13 passages
NON-CONFIDENTIAL p. pp. 62-84
NON-CONFIDENTIAL 1 [E1 responses to NSPI IRs] 2 Request IR-18: 3 4 Reference: E1 (NSPI) RIR-15, Attachment 1 CLEAResult Report, p.51 of 206. 5 6 CLEAResult understands that ENS is currently investigating the 7 opportunity to recognize loca...

AI summary EfficiencyOne responds to a request regarding the consideration of local avoided costs and discount/premium zones for electricity conservation in incentive methodology. EfficiencyOne notes that while the CLEAResult Report was updated, it does not currently have complete information to implement such mechanisms in its incentive setting process.

NON-CONFIDENTIAL p. pp. 71-84
NON-CONFIDENTIAL of measures with levels of incentive spending greater than $400,000 per year for two consecutive years. This occurred in the fall of 2017 as per the Incentive Setting Implementation Plan and was used as input for Research...

AI summary EfficiencyOne implemented and modified incentive review processes for energy programs, including the Instant Savings and Business Energy Rebates programs, based on findings from Research Into Action and CLEAResult. Adjustments were made in 2017 and 2018 to ensure prudent ratepayer expenditures, with an interim process used to streamline the original approach. A new Services Agreement with CLEAResult was pursued in 2019.

Date Filed: May 13, 2019 E1 (IG) IR-21 Page 3 of 3 p. p. 71
Date Filed: May 13, 2019 E1 (IG) IR-21 Page 3 of 3 Measure Decision Year Program Component Original Incentive Updated Incentive % Reduction Rationale for Change Downlight luminaire [>= 3,000 lm] 2017 Business Energy Rebates $30 $20 33% Not...

AI summary The document outlines changes to business energy rebate incentives for various lighting products in 2017, including reductions in incentive amounts and the rationale for these changes, which were based on a review of average product costs.

Affordable Multi-Family Housing and Non-Profit Organizations p. p. 79
Affordable Multi-Family Housing and Non-Profit Organizations • Incremental Costs associated with measure are based on a draft characterization for the Custom Program Component and are not known with a high degree of confidence, given the l...

AI summary The text discusses uncertainty in incremental costs for a Custom Program Component due to limited historical data from a pilot program. EfficiencyOne states it will not offer incentives exceeding project costs for this new component, citing low participation in the current pilot.

Appliance Retirement p. p. 79
Appliance Retirement • Incremental measure costs in Appliance Retirement reflect EfficiencyOne's costs to pick- up retired appliances and recycle them (via a contracted party). Incentive costs are modelled as the sum of the aforementioned...

AI summary EfficiencyOne's Appliance Retirement program models incremental measure costs as the sum of appliance pickup and recycling expenses plus participant incentives, resulting in modeled incentives exceeding measure costs. The ratio reflects this modeling approach, as outlined in E1's response to the Industrial Group.

Business Energy Rebates p. p. 79
Business Energy Rebates - With the exception of rows 136 and 137, incentives in excess of incremental costs are due to the reasons described in part a) and part b) of this IR response. - For rows 136 and 137, EfficiencyOne relied upon incr...

AI summary The Business Energy Rebates Program Component limits incentives to 50% of equipment costs. For rows 136 and 137, EfficiencyOne used updated incremental cost data from Navigant, which was revised based on secondary research. Other rows exceed incremental costs due to reasons outlined in parts a) and b) of the IR response.

Small Business Energy Solutions p. p. 79
Small Business Energy Solutions - With the exception of rows 309, incentives in excess of incremental costs are due to the reasons described in part a) and part b) of this IR response. - For row 309, EfficiencyOne relied upon incremental c...

AI summary EfficiencyOne (E1) justifies incentives exceeding incremental costs for most rows except row 309, where updated data from Navigant was used. E1 responded to the Industrial Group (IG) regarding these adjustments.

E1 (NSPI) RIR-31 Attachment 2, "Measures" sheet, row 218, columns X, Y, and Z p. p. 84
E1 (NSPI) RIR-31 Attachment 2, "Measures" sheet, row 218, columns X, Y, and Z Unique Measure Names Incentives Incentives Incentives 2020 2021 2022 All All All $/unit $/unit $/unit LED - R, BR and Decorative Instant Savings 1.86 1.86 1.86 -...

AI summary The incentive for the LED - R, BR and Decorative measure was based on the 2017 average unitary cost, with a rate of $1.86 per unit in 2020, 2021, and 2022.

- 13 E1 (NSPI) RIR-31 Attachment 2, "Measures" sheet, row 70, columns X, Y, and Z p. p. 84
- 13 E1 (NSPI) RIR-31 Attachment 2, "Measures" sheet, row 70, columns X, Y, and Z 14 Unique Measure Names Incentives Incentives Incentives 2020 2021 2022 All All All $/unit $/unit $/unit Linear Replacement Lamp (4 foot) Business Energy Reb...

AI summary The document presents incentive rates for the Linear Replacement Lamp (4 foot) under the Business Energy Rebates program for the years 2020, 2021, and 2022. The rates are $4.00 per unit in 2020 and $3.50 per unit in both 2021 and 2022.

Preamble p. p. 84
3 - 5 The incentive for the Cold Climate Air-Source Heat Pump (24kBTU/hr) measure was based on - 6 the 2017 average unitary cost. No changes are anticipated from 2020 to 2022 so the incentive - 7 levels remain flat. 8 9 b) As per Efficienc...

AI summary The text discusses the incentive structure for Cold Climate Air-Source Heat Pumps, which is based on 2017 unitary costs and remains unchanged through 2022. It also outlines how EfficiencyOne considers customer bill savings when setting incentives for commercial and industrial customers, particularly for large capital equipment purchases. Third-party evaluations are used to ensure measure characterization aligns with evaluation findings.

1 p. p. 89
1 Coinc. Coinc. Coinc. Energy Demand Energy Demand Energy Demand Savings Savings Savings Savings Savings Savings Unique Measure Names (kWh) (kW) (kWh) (kW) (kWh) (kW) 2020 2020 2021 2021 2022 2022 All All All All All All kWh/unit kW/unit k...

AI summary The table presents energy and demand savings data for the Business Energy Rebates program, specifically for Linear Replacement Lamp (4 foot) in the years 2020, 2021, and 2022. Energy savings are measured in kWh/unit, and demand savings in kW/unit.

Section 163 p. p. 89
1 - 3 Cold Climate Air-Source Heat Pump (24kBTU/hr) Business Energy Rebates - 4 E1 (NSPI) RIR-31 Attachment 2, "Measures" sheet, row 22, columns AP, AR, BE, BG, BT, and - 5 BV

AI summary The text references a Cold Climate Air-Source Heat Pump under Business Energy Rebates and mentions EfficiencyOne (NSPI) RIR-31 Attachment 2, with specific sheet and column references.

6 p. p. 89
6 Unique Measure Names Energy Savings (kWh) 2020 Coinc. Demand Savings (kW) 2020 Energy Savings (kWh) 2021 Coinc. Demand Savings (kW) 2021 Energy Savings (kWh) 2022 Coinc. Demand Savings (kW) 2022 All kWh/unit All kW/unit All kWh/unit All...

AI summary The table presents energy savings and coincident demand savings for the Cold Climate Air-Source Heat Pump Business Energy Rebates program across the years 2020 to 2022, showing consistent energy savings and demand reductions.

E-17E1 (SBA) RIR-1 to RIR-49 7 passages
1.4.1 Four Scenarios of Achievable Potential p. p. 22
1.4.1 Four Scenarios of Achievable Potential Four achievable potential scenarios were created. Each scenario is based on modifying the incentive level. Each measure has an estimated consumer payback elasticity based on calibration year est...

AI summary Four scenarios assess achievable potential by modifying incentive levels, affecting consumer payback ratios, administrative costs, consumer awareness, and the net-to-gross ratio. Higher incentives reduce administrative costs, increase awareness, and improve the net-to-gross ratio, while lower incentives have the opposite effects.

The four scenarios are: p. pp. 22-23
The four scenarios are: - Base Scenario: incentive in the calibration year is set to what was offered in that calibration year. - Low Scenario: incentive is set to ½ of the calibration year incentive. - Mid Scenario: incentive is set to 1....

AI summary The document outlines four scenarios for setting incentives: Base (calibration year level), Low (50% of calibration), Mid (1.5x calibration up to 100% incremental cost), and High (2x calibration up to 100% incremental cost). These scenarios likely relate to energy efficiency program design or regulatory analysis.

E1 Responses to Small Business Advocate (SBA) p. p. 267
E1 Responses to Small Business Advocate (SBA) that contains such cost information. For more information on incremental costs, please see E1 (SBA) RIR-49 Measures Variable Admin Cost Variable Admin Cost are the unitary admin costs per measu...

AI summary E1 provides responses to the Small Business Advocate (SBA) regarding administrative costs and incentives for energy efficiency measures. The document outlines variable administrative costs per measure, incentive structures, and the basis for assumed values, referencing various reports and stakeholder reviews.

NON-CONFIDENTIAL p. pp. 299-340
NON-CONFIDENTIAL Request IR-25: Does E1's 2020-2022 DSM plan include measures requiring conversion to electric heat pumps? If so, please provide a detailed report of the expected number of installations, costs and savings by rate class by...

AI summary EfficiencyOne's 2020-2022 DSM plan includes measures for converting to electric heat pumps in certain program components, but the expected number of installations, costs, and savings are not explicitly modelled for all components. A detailed summary is provided in Attachment 1 for selected programs.

6,886 11,347 14,239 256,418 2,978,937 p. p. 299
6,886 11,347 14,239 256,418 2,978,937 2020 Measure Name Program Component Participation (Units) Peak Demand Savings (kW) First Year Energy Savings (MWh) Lifetime Energy Savings (MWh) PAC Costs ($)1 Cold Climate Air-Source Heat Pump (24kBTU...

AI summary The table presents data on energy efficiency programs, including participation numbers, peak demand savings, energy savings, and program costs for various heat pump installations in Nova Scotia. The data covers multiple programs such as Business Energy Rebates and Green Heat, highlighting the impact of these initiatives on energy consumption and cost.

Section 718 p. p. 299
Measure Name Program Component Participation (Units) Peak Demand Savings (kW) First Year Energy Savings (MWh) Lifetime Energy Savings (MWh) PAC Costs ($) 1 Cold Climate Air-Source Heat Pump (24kBTU/hr) Business Energy Rebates 50 134 408 7,...

AI summary The text presents data on the participation and energy savings of various heat pump programs, including cold climate air-source heat pumps, ground source heat pumps, and packaged terminal heat pumps, under business energy rebate and green heat initiatives. It details units, peak demand savings, energy savings, and program costs.

NON-CONFIDENTIAL p. pp. 330-340
NON-CONFIDENTIAL 1 Request IR-48: 2 3 Regarding the measure-level incentive included in Column N of EfficiencyOne 2020-2022 4 DSM Resource Plan Filing, Appendix A Attachment 1, 5 6 a. Please describe how measure-level incentive is estimate...

AI summary The document requests information on how EfficiencyOne estimated measure-level incentives in the 2020-2022 DSM Plan. It asks for sourcing documents and whether incentive levels are assumed to be consistent across years. EfficiencyOne refers to previous responses for details and explains that incentives remain the same unless changes are anticipated, such as delivery agent fees or product costs.

E-18E1 (Synapse) RIR-1 to RIR-47 1 passage
NON-CONFIDENTIAL p. p. 29
NON-CONFIDENTIAL • Provide incentives for electric thermal storage to residential customers. This will be a new offering (via Green Heat and Home Energy Assessment) and expands options for homeowners. • Increase financial support and work...

AI summary Nova Scotia Power (NSP) proposes expanding energy efficiency programs, including incentives for residential electric thermal storage, domestic hot water measures, and net-zero home initiatives. New commercial incentives and data-driven demand management strategies are also outlined, aiming to enhance customer participation and optimize energy use through integrated program approaches.

E-24NSPI (NSUARB) RIR-1 to RIR-24 - Redacted 7 passages
2020-2022 DSM NSUARB IR-11 Attachment 1 Page 4 of 40 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. pp. 21-22
2020-2022 DSM NSUARB IR-11 Attachment 1 Page 4 of 40 REDACTED (CONFIDENTIAL INFORMATION REMOVED) Sensitivity analysis highlights that market projections are influenced by local factors relating to system costs, electricity rates, system pe...

AI summary Sensitivity analysis shows market projections for renewable energy in Nova Scotia are influenced by system costs and policy. Five incentive scenarios highlight that sudden incentive removal can halt demand, while gradual phase-outs (like ENS's rebate reduction) sustain growth. Projections estimate 44 MW (2025) and 178 MW (2030) of solar installations under sustainable strategies.

2020-2022 DSM NSUARB IR-11 Attachment 1 Page 14 of 40 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. p. 31
2020-2022 DSM NSUARB IR-11 Attachment 1 Page 14 of 40 REDACTED (CONFIDENTIAL INFORMATION REMOVED) with the Canadian average. Improvements in solar PV technologies or changes to the quality of installed systems (i.e. more homes with better...

AI summary The text discusses factors influencing residential solar PV system sizes in Nova Scotia, including incentives like SolarHomes, net-metering regulations, and electrification trends. It assumes an average 8 kW system size with 20% variation and notes potential impacts from financing programs and rate structures on solar adoption.

IMPACT OF INCENTIVE PROGRAMS p. p. 34
IMPACT OF INCENTIVE PROGRAMS Policy has a significant impact on solar demand, as highlighted earlier by the notable increase in solar installations in 2018 after the launch of the SolarHomes program. In this section, we assess the impact t...

AI summary The document analyzes how incentive programs influence Nova Scotia's residential solar PV market, referencing the SolarHomes program's 2018 success. It outlines scenarios for future incentives, emphasizing the need to balance short-term market growth with long-term sustainability through gradual incentive reductions to avoid boom-and-bust cycles.

Alternative Compensation Mechanisms p. p. 37
Alternative Compensation Mechanisms Numerous studies by utilities, regulators and other entities have been conducted to identify the value of distributed solar to utilities through quantifying the benefits and costs associated with solar a...

AI summary The text discusses the economic impact of distributed solar on utilities, balancing benefits like avoided generation costs against lost revenue from energy sales. It highlights challenges in cost-allocation between solar and non-solar customers and references Non-Wire Alternatives (NWA) as a grid management strategy. Studies by Hansen et al. and Wood Mackenzie are cited.

LABOUR FORCE OUTLOOK p. p. 44
LABOUR FORCE OUTLOOK To estimate the job impacts associated with solar deployment, we use the developed metrics and forecasted solar demand to obtain an estimate of direct jobs supported annually by the residential solar market . As highli...

AI summary The document estimates job impacts of solar deployment in Nova Scotia using FTE metrics, highlighting the effects of two incentive scenarios: 'Steep Ramp-Down' (abrupt incentive phase-out) and 'Sustainable Growth.' The Steep Ramp-Down is projected to cause 2-3 years of limited market demand, harming local employment, while Sustainable Growth is implied to support job creation.

INDUSTRY READINESS AND OPPORTUNITIES p. p. 50
INDUSTRY READINESS AND OPPORTUNITIES Survey participants were asked about the readiness of their companies and employees (from a skills, certification, and training perspective) to engage in the emerging battery storage market. Only 9% of...

AI summary Survey participants show 55% are very ready for battery storage, though challenges like workforce shortages, varying building codes, and low financial incentives hinder progress. Based on NREL and Tesla data, 10-30 FTEs in residential battery storage installation could be supported by 2030.

1 SIGNIFICANT MARKET POTENTIAL OVER THE NEXT 10 YEARS p. p. 52
1 SIGNIFICANT MARKET POTENTIAL OVER THE NEXT 10 YEARS 140 MW, approximately 17,500 solar homes, are forecasted to be installed in Nova Scotia by 2030 under baseline conditions . The market is sensitive to local market factors relating to s...

AI summary The document forecasts significant residential solar market growth in Nova Scotia, projecting 140 MW of solar installations by 2030 under baseline conditions. Policy direction, particularly incentives and their phase-out strategies, will greatly influence market growth. A gradual rebate reduction is expected to ensure sustainable growth and a smooth transition from incentivized to non-incentivized solar adoption.

78478Board Decision 1 passage
4.0 THE SETTLEMENT AGREEMENT p. pp. 18-19
4.0 THE SETTLEMENT AGREEMENT - [60] Under its proposed 2020-2022 DSM Plan, E1 has offered incentives for new construction multi-unit residential buildings ("MURBs") under the Custom Incentives Program. HGL raised concerns about these propo...

AI summary E1 and HGL agreed to a Settlement Agreement to address concerns about electric heat pump incentives in multi-unit residential buildings where natural gas is available. A joint study will be conducted by June 2019, with results by October 2019, funded from 2019 DSM budget. NS Power supports the agreement but disputes clauses that may restrict the existing Custom Incentive Program.

77431IG (E1) IR-1 to IR-25 3 passages
28 (a) Regarding E1 (NSPI) RIR-5, from whom did E1 received general support 29 for increasing the emphasis on demand reduction? And for increasing 30 focus on helping underserved markets?
28 (a) Regarding E1 (NSPI) RIR-5, from whom did E1 received general support 29 for increasing the emphasis on demand reduction? And for increasing 30 focus on helping underserved markets? 1 2 (b) Please add a column to the table to identif...

AI summary The document contains a series of regulatory requests and references related to EfficiencyOne (E1) and its programs, including demand reduction, underserved markets, incentive methodologies, and program enhancements. It also references reports and considerations on avoided costs and savings attribution issues.

10 Request IR-23:
10 Request IR-23: - 11 Reference: E1 (NSPI) RIR-31, Attachment 1, cells K130, K134. - 12 (a) Please explain why Single-Tank Door type Dishwasher Low Temp 13 requires an incentive of 5,371% of the measure installed cost? - 14 (b) Please exp...

AI summary Request IR-23 questions Nova Scotia Power Inc. (NSPI) about excessive incentive percentages (5,371% and 313%) for specific dishwasher models under EfficiencyOne (E1) programs, and requests justification for any measure exceeding 100% installed cost incentives.

2 Reference: E1 (NSPI) RIR-31 Attachment 2
2 Reference: E1 (NSPI) RIR-31 Attachment 2 - 3 (a) Please provide the assumptions, calculations, source data and other 4 inputs used by E1 to determine the proposed incentive for each measure 5 in each year of the proposed Preferred Plan (...

AI summary The document contains requests for detailed information on E1's proposed incentive calculations, consideration of customer bill savings, and assumptions for energy/demand savings under the Preferred Plan. Questions focus on data sources, methodologies, and transparency in DSM program evaluations.

78154Closing Submission - EfficiencyOne 1 passage
1 5. HERITAGE GAS p. pp. 14-16
1 5. HERITAGE GAS - 2 In the course of these proceedings, Heritage Gas raised concerns about the proposed New - 3 Construction service under the Custom Incentives Program related to electric heat pumps and - 4 associated measures in multi-...

AI summary Heritage Gas raised concerns about the New Construction service under the Custom Incentives Program related to electric heat pumps in multi-unit residential buildings with available natural gas. EfficiencyOne and Heritage Gas agreed to a collaborative study, with NSUARB involvement if disagreements arise. EfficiencyOne argues this approach will clarify the program's impact in this market.

78156Closing Submission - HGL 1 passage
Section 2
mpt to resolve this matter without the need for further Board intervention. The only party who posed questions on the Settlement Agreement at the Oral Hearing was the Small Business Advocate ("SBA"). The SBA dealt principally with two issu...

AI summary The Small Business Advocate (SBA) questioned the cost of a study and ratepayer review under the Settlement Agreement. E1 agreed to fund the study related to the Custom Incentive Program, citing relevance to their Demand Side Management (DSM) funds. Heritage Gas raised concerns about unintended effects from the program and emphasized the need for the study. E1 confirmed ratepayer input would be sought during the Board review process.

78297Reply Submission - HGL 1 passage
Section 1
IN THE MATTER OF: THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF: An application by EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Power Inc....

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. and a 2020-2022 DSM Resource Plan. The Settlement Agreement with Heritage Gas Limited aims to study the impact of EfficiencyOne's Custom Incentives program on electric heat pumps in multi-unit residential buildings with natural gas availability. The study's timeline and funding (from E1's 2019 budget) are outlined, with Berwick Electric / AREA supporting the approach.

78478Board Decision 3 passages
2.2 Terms of Settlement Agreement p. pp. 6-7
2.2 Terms of Settlement Agreement [18] HGL intervened in the proceeding and had a specific issue with ETs application. HGL objected to E1 's proposal to offer incentives underthe Custom Incentive Program for new construction multi-unit res...

AI summary HGL intervened and objected to E1's proposal for incentives promoting electric heat pumps in multi-unit residential buildings where natural gas is available. A settlement agreement was reached, leading to a collaborative review and E1 refraining from soliciting new program participants during that period.

4.0 THE SETTLEMENT AGREEMENT p. pp. 18-19
4.0 THE SETTLEMENT AGREEMENT - [60] Under its proposed 2020-2022 DSM Plan, E1 has offered incentives for new construction multi-unit residential buildings ("MURBs") under the Custom Incentives Program. HGL raised concerns about these propo...

AI summary E1 and HGL agreed to a Settlement Agreement addressing concerns over DSM incentives for electric heat pumps in MURBs where natural gas is available. The agreement includes a joint study with specific timelines and funding from the 2019 DSM budget. NS Power opposed clauses restricting the Custom Incentives Program, which the Settlement Agreement contradicts.

APPENDIX "A" p. p. 22
APPENDIX "A" - 1 & lt; EfffdeneyOne (El) and Heritage Gas (HG) will engage In a collaborative study/rovlow, at the cost of E1t ofthe program design and operation of the Custom incentive Program related to YRF electric heat pump measures in...

AI summary EfficiencyOne (E1) and Heritage Gas (HG) agree to collaborate on a study of the Custom Incentive Program's electric heat pump measures in Multi-Unit Residential Buildings (MURBs). The study includes timelines for completion, restrictions on new financial commitments during the review period, and provisions for NSUARB involvement if disagreements arise.

78612Compliance Filing 26 passages
4 Residential Efficient Product Rebates: Program Description p. pp. 33-34
4 Residential Efficient Product Rebates: Program Description

AI summary The document outlines a residential efficient product rebate program under Nova Scotia's regulatory proceeding. It involves the NSUARB and DSMAG, focusing on demand-side management and cost allocation methodologies. The program aims to promote energy efficiency through rebates, aligning with integrated resource planning and total resource cost tests.

6 4.1.1 Overview p. p. 34
6 4.1.1 Overview 7 The Residential Efficient Product Rebates program provides residential customers 8 access to financial incentives for consumer products through retail channels and to 9 retire and/or replace old inefficient appliances. T...

AI summary The Residential Efficient Product Rebates program offers financial incentives for energy-efficient products through two components: Appliance Retirement (retiring old appliances) and Instant Savings (point-of-sale rebates). Appliance Retirement includes free replacements for low-income customers, while Instant Savings collaborates with retailers for rebates and in-store education. EfficiencyOne partners with retailers to deliver these initiatives.

Efficient Clothes Dryers p. pp. 35-133
Efficient Clothes Dryers Instant Savings will offer a point-of-sale rebate on energy efficient clothes dryers. This proposed enhancement aligns with other jurisdictions that have recently introduced incentives for efficient dryers includin...

AI summary Instant Savings proposes a point-of-sale rebate for energy-efficient clothes dryers, aligning with similar initiatives by BC Hydro, Fortis BC, Efficiency Vermont, and MassSave. This reflects broader efforts to promote energy efficiency in appliance usage.

4.1.3 Objectives p. pp. 35-36
4.1.3 Objectives - Objectives of the Residential Efficient Product Rebates program include: - make energy-efficient products more accessible to Nova Scotians across all income levels and geographic locations; - increase customer and retail...

AI summary The Residential Efficient Product Rebates program aims to increase access to energy-efficient products for all Nova Scotians, raise awareness of energy efficiency benefits, boost system-peak demand, expand product availability, remove inefficient appliances, and help customers reduce energy costs through rebates.

Additional Support p. pp. 45-145
Additional Support Increased financial support will be provided for heat pump water heaters and DWHR in both the Green Heat and Home Energy Assessment program components. Additional engagement with plumbers and plumbing contractors will be...

AI summary Increased financial support for heat pump water heaters and DWHR in Green Heat and Home Energy Assessment programs, with engagement of plumbers and contractors. Reference to Natural Resources Canada's 2016 energy data.

Mid-stream [12](#page-47-0) Delivery Approach for Cold Climate Ductless Heat Pumps p. p. 46
Mid-stream [12](#page-47-0) Delivery Approach for Cold Climate Ductless Heat Pumps Currently, incentives for ductless heat pumps are delivered through a downstream mail- in rebate via Green Heat or as part of whole home upgrades in Home En...

AI summary Transitioning from mail-in rebates to instant rebates for ductless heat pumps aims to increase participation by reducing administrative burdens and upfront costs. EfficiencyOne will collaborate with distributors to promote the program.

Program History p. pp. 49-183
ars. The component underwent a significant change in 2012 where its name was updated to Home Energy Assessment (from "EnerGuide for Existing Houses") and its DATE FILED: August 27, 2019 Page 30 of 80 eligible measures were scaled back to f...

AI summary The Home Energy Assessment program (HEA) underwent multiple revisions from 2012 to 2018, including name changes, eligibility adjustments, financing options, rebate restructuring, and adoption of a new EnerGuide Rating System in 2017 to improve clarity and incentivize deeper energy savings.

Measures Promoted p. pp. 59-160
Measures Promoted The New Residential program provides financial incentives to participants based on whole home modelling. Typical energy efficiency upgrades recommended and implemented by program participants are: increased insulation lev...

AI summary The New Residential program offers financial incentives for energy efficiency upgrades, including insulation, heating equipment, and ventilation systems. Incentives reduce upfront costs and are performance-based, tiered, and aligned with Nova Scotia building code targets to encourage high-efficiency homes like Passive and net-zero homes.

9 5.1.1 Overview p. p. 63
9 5.1.1 Overview 10 The Efficient Product Rebates program provides BNI customers with financial 11 incentives for the installation of energy efficient and system-peak demand-reducing 12 equipment. The program focuses primarily on equipment...

AI summary The Efficient Product Rebates program offers BNI customers financial incentives for installing energy-efficient equipment through instant and mail-in rebate pathways. Instant rebates provide point-of-purchase discounts via distribution partners, while mail-in rebates allow adjustments based on specific project conditions.

Demand Response p. pp. 70-77
Demand Response Demand response initiatives will be introduced as part of the broader DSM portfolio in the DSM Resource Plan. EfficiencyOne and NS Power will be working closely on the development, assessment and evaluation of demand respon...

AI summary Demand response initiatives are part of the DSM portfolio in the DSM Resource Plan, developed by EfficiencyOne and NS Power. They build on a 2019 demand reduction pilot, expanding customer offerings. The Custom Program supports demand response with incentives for system-peak savings, including feasibility studies and financial support.

5.3.1 Overview p. p. 76
5.3.1 Overview - The Direct Installation program (marketed as Small Business Energy Solutions 'SBES') provides small business customers access to technical assistance and financial incentives for the installation of energy efficient and sy...

AI summary The Direct Installation program (SBES) offers small businesses technical assistance and financial incentives for energy efficiency upgrades through self-directed or facilitated pathways, including contractor selection via the Efficiency Trade Network and customized incentives based on audits.

Program Delivery p. pp. 80-186
Program Delivery The Direct Installation program is designed to overcome barriers faced by small Nova Scotia businesses, including lack of capital for implementing energy efficient upgrades, lack of time and expertise to identify and asses...

AI summary The Direct Installation program supports Nova Scotia small businesses by offering two pathways to energy efficiency: self-directed and facilitated. The facilitated pathway involves Energy Auditors conducting assessments and recommending upgrades, with financial incentives for audits and implementation. The program aims to address capital, time, and expertise barriers.

Table 5: 2022 DSM Resource Plan Investment and Savings p. pp. 124-126
Table 5: 2022 DSM Resource Plan Investment and Savings 2022 Investment ($ million) Lifetime Benefits ($ million) a First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Total Resource Cost Test (TRC) b Prog...

AI summary Table 5 outlines the 2022 DSM Resource Plan investment and savings, detailing program investments, energy savings, and cost tests for residential, business, and enabling strategies programs. It provides data on investment amounts, lifetime benefits, energy savings, and peak demand reductions across various DSM initiatives.

4 Residential Efficient Product Rebates: Program Description p. pp. 130-131
4 Residential Efficient Product Rebates: Program Description

AI summary The document outlines the Residential Efficient Product Rebates program, part of Nova Scotia's energy efficiency initiatives. It details rebate structures, eligibility criteria, and administrative processes under the oversight of the Nova Scotia Utility and Review Board (NSUARB). The program aims to reduce energy consumption through incentives for residential efficient products.

4.1.2 Enhancements in 2020-2022 p. pp. 131-133
4.1.2 Enhancements in 2020-2022 Two enhancements to the Residential Efficient Product Rebate program are being introduced in the Preferred PlanDSM Resource Plan to help Nova Scotians make energy efficient choices about large residential ap...

AI summary Two enhancements to the Residential Efficient Product Rebate program are introduced in the Preferred PlanDSM Resource Plan to encourage Nova Scotians to choose energy-efficient large residential appliances, aiming to improve energy efficiency through rebate incentives.

4.1.3 Objectives p. pp. 134-135
nces. Program History Residential Efficient Product Rebates is a well-established program in Nova Scotia and has been operating as part of the ENS portfolio since 2010. Instant Savings on energy- efficient products has been operating since...

AI summary The document outlines the history of Nova Scotia's energy efficiency programs, including the evolution of Instant Savings and Appliance Retirement. It details shifts in rebate eligibility, such as moving from CFLs to LEDs, discontinuing A-series lamps, and expanding year-round rebates for appliances like refrigerators and smart thermostats.

4.3.14.2.1 Overview p. p. 142
ills and stable rents. This program component offers project management support to participants combined with technical and financial assistance to help building owners make energy efficient upgrades. The Efficient Product Installation pro...

AI summary Nova Scotia's energy efficiency programs include support for building upgrades, free home installations, and targeted initiatives for Indigenous communities. Programs like Efficient Product Installation and First NationsMi'kmaw Home Energy Efficiency provide technical and financial assistance, while Green Heat offers rebates for heat pumps and thermal storage. NRCan and EfficiencyOne are involved in implementation.

Mid-stream[13](#page-145-0) Delivery Approach for Cold Climate Ductless Heat Pumps p. pp. 144-145
Mid-stream[13](#page-145-0) Delivery Approach for Cold Climate Ductless Heat Pumps Currently, incentives for ductless heat pumps are delivered through a downstream mail- in rebate via Green Heat or as part of whole home upgrades in Home En...

AI summary The document proposes transitioning from downstream mail-in rebates to mid-stream delivery for ductless heat pumps via instant rebates, aiming to increase participation by reducing administrative burdens, improving understanding, and lowering upfront costs. EfficiencyOne will collaborate with distributors to promote the program.

3 Table 12: Preferred PlanDSM Resource Plan: BNI Sector Offerings p. p. 164
3 Table 12: Preferred PlanDSM Resource Plan: BNI Sector Offerings Program Program Target Market Delivery Enhancements Component Segment Approach in 2020-2022 Custom Custom Existing and new Facilitated and New system • Incentives constructi...

AI summary Table 12 outlines the BNI sector offerings under the Preferred PlanDSM Resource Plan, detailing various programs, target markets, delivery methods, and enhancements aimed at promoting energy efficiency and demand-side management in the Business, Industrial, and Non-Industrial sectors.

5.1.8 Low-Income Performance Indicators p. p. 171
5.1.8 Low-Income Performance Indicators Low-income performance indicators for the BNI Efficient Product Rebate program are 29 provided in Table 147 below. 1 2 3456789 10 12 13 14 15 26 27 DATE FILED: February 28, 2019 August 27, 2019

AI summary The document references low-income performance indicators for the BNI Efficient Product Rebate program, with data provided in Table 147. The text includes filing dates of February 28, 2019, and August 27, 2019, but no further details on the indicators or program outcomes are provided.

5.2 Custom Incentives: Program Description p. pp. 172-173
5.2 Custom Incentives: Program Description

AI summary Section 5.2 outlines the description of Custom Incentives within a regulatory proceeding, likely detailing program structures, eligibility criteria, or implementation frameworks. Key entities and acronyms related to energy management and regulatory oversight are referenced.

5.2.1 Overview p. p. 173
5.2.1 Overview The Custom Incentives program provides financial incentives and technical assistance to help non-profit, institutional, commercial and industrial customers reduce their electrical energy consumption and system-peak demand. S...

AI summary The Custom Incentives program offers tailored financial and technical support to non-profit, institutional, commercial, and industrial customers to reduce energy consumption and peak demand. It includes three components: Custom, Energy Management Information Systems (EMIS), and Strategic Energy Management (SEM). Cost-effectiveness is evaluated via Total Resource Cost (TRC) and Program Administrator Cost (PAC) tests, using metrics like weighted average cost of capital (WACC).

Demand ReductionResponse p. p. 174
Demand ReductionResponse Demand response initiatives will be introduced as part of the broader DSM portfolio in the DSM Resource Plan. EfficiencyOne and NS Power will be working closely on the development, assessment and evaluation of dema...

AI summary Demand response initiatives are integrated into the DSM portfolio under the Preferred Plan, building on a 2019 pilot. EfficiencyOne and NS Power collaborate on development and evaluation. The Custom Program supports system-peak demand savings through incentives for feasibility studies, direct financial support, and financing options.

5.2.7 Performance Indicators p. pp. 178-179
5.2.7 Performance Indicators 13 Performance indicators for the Custom Incentives program are provided in Table 159 below. _ 16 17

AI summary Section 5.2.7 discusses performance indicators for the Custom Incentives program, referencing Table 159. The text provides minimal detail beyond the table reference, focusing on program performance metrics within a regulatory proceeding context.

5.2.8 Low-Income Performance Indicators p. p. 180
5.2.8 Low-Income Performance Indicators Low-Income performance indicators for the Custom Incentives program are provided in Table 169 below.

AI summary The text references Low-Income performance indicators for the Custom Incentives program, noting that details are provided in Table 169. No specific claims, arguments, or cross-references are explicitly stated in the provided text.

5.3.1 Overview p. p. 182
5.3.1 Overview The Direct Installation program (marketed as Small Business Energy Solutions 'SBES') provides small business customers access to technical assistance and financial incentives for the installation of energy efficient and syst...

AI summary The Direct Installation program (SBES) offers small businesses technical assistance and financial incentives for energy efficiency upgrades via self-directed or facilitated pathways. Self-directed allows customer-chosen contractors, while facilitated includes audits by Small Business Energy Auditors. Financial support covers prescriptive products and customized incentives. Key metrics include PAC (benefit/cost ratio) and WACC (discount rate for energy savings calculations).

78774Board Order 1 passage
APPENDIX "A"
APPENDIX "A" - 1. EfficiencyOne (El) and Heritage Gas (HG) will engage in a collaborative study/review, at the cost of E1, of the program design and operation of the Custom Incentive Program related to VRF electric heat pump measures in Mu...

AI summary EfficiencyOne (E1) and Heritage Gas (HG) agree to collaborate on a study of the Custom Incentive Program for VRF electric heat pumps in Multi Unit Residential Buildings (MURBs) where natural gas is available. The study includes timelines, restrictions on new financial commitments by E1 during the study period, and a process for incorporating findings or referring disputes to the Nova Scotia Utility and Review Board (NSUARB).

79334Letter from EOne enclosing VRF Program Review Report 4 passages
Dunsky Energy Consulting – VRF Program Review p. p. 0
Dunsky Energy Consulting – VRF Program Review EfficiencyOne and Heritage Gas engaged Dunsky Energy Consulting ("Dunsky") to study the program design and operation of the Custom Incentives Program related to Variable Refrigerant Flow (VRF)...

AI summary EfficiencyOne and Heritage Gas commissioned Dunsky Energy Consulting to review the Custom Incentives Program for VRF electric heat pumps in multi-unit residential buildings with natural gas availability. The report is submitted to the Board for regulatory review.

3. Incentive Estimates for Projects that Include VRF Technology p. pp. 0-4
3. Incentive Estimates for Projects that Include VRF Technology Marketing and communication activities related to VRF technology, including the provision of incentive estimates for projects that include VRF technology, will state that the...

AI summary EfficiencyOne asserts that revised incentive estimates for VRF technology projects, based on total energy savings rather than VRF alone, will not hinder meeting DSM targets. The proposal includes financial criteria for project feasibility, such as profitability and NPV ratios, and references collaboration with Heritage Gas. The Breton Law Group submits the study for Board approval, citing Dunsky Report acceptance.

1 MARKET ACTOR INTERVIEWS p. pp. 9-10
1 MARKET ACTOR INTERVIEWS This chapter describes the methodology used for the market actor interviews and the insights they provided. The objective of this part of the study is primarily to answer the following question: How do developers...

AI summary This section outlines a study examining how developers select primary heating systems, focusing on the influence of incentives. The methodology and insights from market actor interviews are described to address the core question of decision-making factors in heating system choices.

1.3 – Summary p. p. 13
1.3 – Summary The market actor interviews aimed at answering the following question: How do developers choose their primary heating systems, both when they are offered incentives and when they are not? In summary, developers are familiar w...

AI summary Developers in Nova Scotia commonly install natural gas boiler systems for heating, but VRF heat pumps are emerging as a competitive option in high-end rental markets due to their dual heating/cooling capability. Capital costs drive decisions, though incentives and market competition influence choices. Cooling is increasingly sought after in competitive markets.

79681Executed Supply Agreement from EOne and NS Power 10 passages
4.1 Residential Efficient Product Rebates: Program Description p. p. 54
4.1 Residential Efficient Product Rebates: Program Description

AI summary Nova Scotia Power's Demand Side Management program offers residential rebates for energy-efficient products, administered by the Electricity Efficiency and Conservation Activities. The program considers Total Resource Cost and Program Administrator Cost in its design.

4.1.1 Overview p. pp. 54-56
4.1.1 Overview The Residential Efficient Product Rebates program provides residential customers access to financial incentives for consumer products through retail channels and to retire and/or replace old inefficient appliances. The Resid...

AI summary The Residential Efficient Product Rebates program offers financial incentives for retiring inefficient appliances and purchasing energy-efficient products. It includes Appliance Retirement (removing old appliances and providing replacements for low-income customers) and Instant Savings (point-of-sale rebates via retailers). EfficiencyOne partners with retailers to promote energy efficiency through in-store events and product demonstrations.

3 4.2.1 Overview p. pp. 64-66
3 4.2.1 Overview - 4 The Existing Residential program provides residential customers with access to 5 technical and financial assistance to identify, assess and implement energy effLCiency 6 and system-peak demand reduction upgrades. The E...

AI summary The Existing Residential program in Nova Scotia offers residential customers energy efficiency and demand reduction upgrades through five components: Affordable Multi-Family Housing, Efficient Product Installation, Mi'kmaw Home Energy Efficiency, Green Heat, and Home Energy Assessment. Each component targets specific groups, provides technical/financial support, and includes incentives for energy-saving measures.

p. p. 80
1 in December 2018 to encourage builders and homeowners to build top performance 2 homes such as Passive Homes, net zero ready homes, and net zero homes. 3 4 4.3.4 Program Design 5 6 Measures Promoted 7 The New Residential program provides...

AI summary The New Residential program offers financial incentives for energy efficiency upgrades in new homes, encouraging the construction of high-performance homes such as Passive Homes and net-zero homes. Incentives are performance-based and tiered to promote greater energy savings.

7 5.1 Efficient Product Rebates: Proga·am Description p. p. 84
7 5.1 Efficient Product Rebates: Proga·am Description 8

AI summary The section outlines the Efficient Product Rebates program, part of Nova Scotia's demand-side management initiatives. It focuses on rebating energy-efficient products to promote conservation, aligning with NSP and NSPI's broader electricity efficiency goals under EECA and TRC frameworks.

5.1.7 Performance Indicators p. p. 88
5.1.7 Performance Indicators 7 8 Performance indicators for the BNI Efficient Product Rebate program are provided in Table 13 below. 9 10 11

AI summary The BNI Efficient Product Rebate program's performance indicators are detailed in Table 13, though specific metrics or evaluation criteria are not explicitly described in the provided text.

3 Demand Response p. p. 88
3 Demand Response 4 Demand response initiatives will be introduced as patt of the broader DSM portfolio in 5 the DSM Resource Plan. EfficiencyOne and NS Powei· will be working cl<lsely on the 6 development, assessment and evaluation of dem...

AI summary Demand response initiatives are part of the DSM portfolio, with EfficiencyOne and NSP collaborating on development and evaluation. These initiatives build on a 2019 demand reduction pilot, expanding customer offerings. The Custom Program will maintain the broader implementation structure but introduce incentives for system-peak demand savings, including feasibility study support and financial incentives.

5.2.7 Performance Indicators p. p. 95
5.2.7 Performance Indicators 12 13 14 Performance indicators for the Custom Incentives program are provided in Table 15 below. 15 16 17

AI summary The section outlines performance indicators for the Custom Incentives program, referencing Table 15. The text provides minimal detail, focusing on the program's metrics and their presentation in a table. No specific data or arguments are elaborated in the provided text.

5.3.1 Overview p. pp. 95-98
5.3.1 Overview The Direct Installation program (marketed as Small Business Energy Solutions 'SBES') provides small business customers access to technical assistance and financial incentives for the installation of energy efficient and syst...

AI summary The Direct Installation program (Small Business Energy Solutions) offers small businesses technical assistance and financial incentives for energy-efficient upgrades. It includes self-directed and facilitated pathways, with support from Efficiency Trade Network (ETN). The program aims to increase awareness of energy efficiency, aid business profitability, and remove adoption barriers. Demand Response initiatives are part of the broader Demand Side Management (DSM) portfolio.

Measures Promoted p. p. 100
Measures Promoted The Direct Installation Program provides financial and technical support to small

AI summary The Direct Installation Program provides financial and technical support to small entities, promoting energy efficiency measures.

81348Letter from EOne enclosing Revised Terms of Reference 1 passage
Section 2 p. p. 0
. The revised terms will focus on a collaborative and facilitated process with representation of the UARB, intended to keep stakeholders engaged on key DSM issues and development of future DSM Plans. - a. Development of a calendar and fram...

AI summary The revised terms aim to enhance stakeholder engagement in DSM planning through a collaborative process with the UARB, including updated avoided cost methodologies, stakeholder input timelines, joint filing formats, affordability criteria, and information sharing. The Terms of Reference introduce an 18-month rolling calendar and technical conferences to streamline information flow, as supported by EfficiencyOne.

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