Topic:"Information Disclosure" in M09096

Audited Financial Statements EfficiencyOne will retain the services of an external financial auditor to prepare audited annual financial statements. These will be filed with the NSUARB in the second quarter of the following year, no later...

AI summary EfficiencyOne will retain an external financial auditor to prepare audited annual financial statements, which will be filed with the NSUARB by April 28, following the Revised Filing Dates letter issued January 9, 2018.

24. SHARING OF DATA AND INFORMATION - 24.1 EfficiencyOne shall work co-operatively with NSPI to provide NSPI with information and data from time to time in order to assist NSPI with planning and load forecasting as may be reasonably requir...

AI summary EfficiencyOne must share data with NSPI for planning and load forecasting, consistent with past practices. Disputes over data requests can be referred to UARB.

No Obligation to Disclose 3. This Agreement does not obligate either Party to disclose any Confidential Information to the other.

AI summary The agreement explicitly states that neither party is required to disclose confidential information to the other, establishing a clear boundary regarding information sharing obligations.

Permitted Disclosures - 7 6. The Recipient shall be permitted to disclose relevant aspects of the Confidential 8 Information to its employees and professional advisors to the extent that such 9 disclosure is reasonably necessary for the pe...

AI summary The permitted disclosures section outlines that recipients may share confidential information with employees and advisors under confidentiality agreements, requiring prior notification and signed undertakings. Disclosures mandated by law or regulatory bodies are allowed with prior notice to the disclosing party, who may seek protective orders. Recipients must remove commercially sensitive data when legally required.

We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 162 of 206

AI summary The document is a submission related to a regulatory proceeding, filed by NS Power on March 29, 2019, as part of an Information Request (IR-15). It includes an attachment and is part of a larger set of pages.

mounts of incentive provided (or financing, if applicable) 24 25 (j) $ amounts of total project costs (Program administrator and customer costs 26 separately) 27 28 Response IR-34: 29 Date Filed: March 29, 2019 E1 (NS Power) IR-34 Page 1 o...

AI summary EfficiencyOne argues that the individualized customer information requested by NS Power is not relevant to the approval of a DSM supply agreement and could violate customer privacy. They assert that aggregate data has already been provided through their Rate and Bill Impact Analysis Model and annual financial statements.

all efficiencyPEI programs is $5,000.00. If the dwelling has received funding through other efficiencyPEI programs (loans or grants) 15.01. By asking for a home energy evaluation, I agree to the collection of that data for the sole purpose...

AI summary The text outlines terms and conditions for efficiencyPEI programs, including rebate limits, data collection for home energy evaluations, and disclosure requirements to NRCan. It also mentions obligations related to contractors and compliance with the Canada Revenue Agency.

3.1.2. Current QA Management and Roles ENS program managers develop the protocols for QA site visits, oversee their quality and quantity, ensure reported equipment matches installed equipment, ensure site visits are performed on time, and...

AI summary ENS program managers oversee QA protocols, site visits, and data accuracy. QA committee members review site visit results and customer experiences for process improvements. SDMs serve on the QA committee and oversee programs. The CDMC role is being established, with current responsibilities including data collection and reporting to CRA.

3.3.1. Site Visit Sampling All ENS staff and inspectors agree ENS programs conduct appropriate numbers of site visits. ENS staff explained that the ENS Evaluation Manager determines the number of QA site visits needed for each program comp...

AI summary ENS staff confirm site visits are statistically determined with 90% confidence and 10% margin of error. Most program managers currently do not use past site visit data to allocate future inspections but plan to, while one manager uses deficiencies to increase visits for underperforming DAs/SOs.

up> Lawrence Berkeley Laboratory, Building Energy Information Systems and Performance Monitoring Tools, 2014-2016 Assessment of Automated M&V Methods, Summary of Work (http://eis.lbl.gov/automv.html). 23 Some vendors will claim that they h...

AI summary The text argues that proprietary and confidential evaluation methods should be excluded due to the need for transparency in validation processes. It emphasizes that evaluation relies on physical measurements and independent analysis, contrasting automated M&V with automated evaluation. The 2018 Econoler evaluation is cited as an example without such issues.

Q. Could Mr. Reed have taken reasonable steps to increase the sample size of DSM plans available to benchmark EfficiencyOne's Preferred Plan against? A. Yes. He could have expanded his benchmarking group to include additional program admin...

AI summary Mr. Reed could have expanded the benchmarking group to include more program administrators and used historical data to assess DSM spending trends. There is no evidence he considered a year-over-year spending metric for benchmarking EfficiencyOne's plan.

EXPERT TESTIMONY (ADMINISTRATIVE ONLY) Federal Energy Regulatory Commission - ISO-NE (Waiver Request to support RMR for the Mystics) - ISO-NE (Day Ahead Market Scheduling Change) - Pan Alberta Gas (Pacific Gas Transmission) - Con Edison Co...

AI summary Expert testimony under FERC includes cases involving ISO-NE's waiver request, market scheduling changes, decertification of Con Edison, information disclosure requests, and regulatory proceedings for gas and pipeline companies across multiple jurisdictions, highlighting diverse energy infrastructure and regulatory challenges.

Assumptions Income disclosure is optional for this program component. Low income participants are tracked where income information is available; otherwise low income Nova Scotians are assumed to participate in proportion to the general pop...

AI summary Income disclosure is optional for the program component. Low-income participants are tracked when income data is available; otherwise, their participation is assumed to mirror the general population's proportion within each county.

- 9 Note: In response to E1 (NS Power) IR-34, E1 asserted that the IR: "…which is requesting - 10 individual, customer-specific information, engages issues of relevance and confidentiality." - 11 Heritage Gas assumes that its requests abov...

AI summary Heritage Gas requests detailed explanations from E1 (NS Power) regarding baseline assumptions for energy savings under the Customs Incentive Program. E1 raises concerns about the confidentiality of customer-specific information requested by Heritage Gas, suggesting that aggregated data does not pose the same issues.

24. SHARING OF DATA AND INFORMATION - 24.1 EfficiencyOne shall work co-operatively with NSPI to provide NSPI with information and data from time to time in order to assist NSPI with planning and load forecasting as may be reasonably requir...

AI summary EfficiencyOne must cooperate with NSPI to share data for planning and load forecasting, following past practices. NSPI can seek UARB intervention in disputes over data access. The obligation emphasizes alignment with historical collaboration between parties.

Confidential Information 1. The Parties agree that for the purpose of this Agreement "Confidential Information" means all information, regardless of the form in which it is communicated or maintained and prepared by the Disclosing Party, a...

AI summary The Parties define 'Confidential Information' broadly, encompassing all non-public data shared under the Supply Agreement, legislation, or directives from the Nova Scotia Utility and Review Board. This includes reports, analyses, intellectual property, and materials filed with the Board in confidence. The definition also covers access credentials for electronic information.

Permitted Disclosures - 6. The Recipient shall be permitted to disclose relevant aspects of the Confidential Information to its employees and professional advisors to the extent that such disclosure is reasonably necessary for the performa...

AI summary The Recipient may disclose confidential information to employees and advisors with proper undertakings, notifying the Disclosing Party and ensuring compliance. Non-disclosure obligations do not apply if disclosure is legally required, but the Recipient must notify the Disclosing Party, seek protective orders, and remove commercially sensitive information when possible.

Recommendations and Requests Based on the foregoing, we make the following recommendations and requests for the 2020-2022 DSM Plan: - The Preferred Plan should be designed to attain the levels of savings in the 2014 IRP preferred resource...

AI summary The text recommends aligning the 2020-2022 DSM Plan with the 2014 IRP's savings targets, opposing lower savings in alternate plans, and requesting data on end-use shifts and demand-saving strategies. It emphasizes transparency in explaining cost and implementation methods for demand-side management.

CONFIDENTIALITY NOTICE The document you are attempting to access has been filed in confidence. Some exhibits, noted as confidential, contain information which if released might cause financial or other harm to the party filing it, or which...

AI summary The document is a confidentiality notice for a Nova Scotia regulatory proceeding. It states that certain exhibits contain confidential information and outlines procedures for accessing them, including contacting the Clerk of the Board. The notice includes contact details and a document number.

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.

Considerations - The model currently uses a single set of rate class allocation ratios, developed for a single year (2013), but applied to all years under the assumption that class consumption and number of customers will not change signif...

AI summary The document discusses concerns about the use of outdated rate class allocation ratios and model complexity in NSP's methodology. Stakeholders debate whether the model should mirror Cost of Service Study (COSS) methods for accuracy or if simpler approaches suffice. Key issues include transparency, data updates, confidentiality, and collaboration with EfficiencyOne and DSMAG. Options include maintaining the current method or further discussing NSP's proposal for future Rate and Bill Impact Analyses (RBIAs).

CONFIDENTIALITY NOTICE The document you are attempting to access has been filed in confidence. Some exhibits, noted as confidential, contain information which if released might cause financial or other harm to the party filing it, or which...

AI summary The document is marked confidential, with access restricted under the Nova Scotia Utility and Review Board's rules. Confidential exhibits may harm parties or violate privacy laws. Public redacted versions are available, and access requires a Confidentiality Agreement. Contact details for the Board are provided, along with document number 258806.

3.4 Future DSM as a FAM Expense [39] In its Evidence, NS Power proposed that any variance from $34.05 million in approved annual DSM costs for 2020-2022 should be included in the FAM account prior to the next General Rate Application (GRA)...

AI summary NS Power proposes including future DSM costs in the FAM account prior to the next GRA and 100% during the GRA for transparency. The Consensus Agreement with E1 supports FAM-based DSM funding at the next GRA. The Consumer Advocate opposes automation via FAM, citing transparency risks and cost allocation issues. The Board defers resolution to future applications.

May 13, 2019 Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: DSM 2020-2020 Resource Plan and Supply Agreement Information...

AI summary Nova Scotia Power Inc. (NS Power) submitted responses to information requests (IRs) from multiple stakeholders, including the Affordable Energy Coalition, Consumer Advocate, and others, regarding the DSM 2020-2020 Resource Plan and Supply Agreement. The matter is referenced as M09096.

t project for the larger scheme if all DSM funding going forward was managed through the FAM. This would be your first test of it, if I can put it that way. MR. LANDRIGAN: Sure. Okay. 4 With respect to the apparent concern expressed by the...

AI summary NS Power argues that returning the HST refund and future DSM funds through the FAM is feasible, citing past instances like tax deferrals and wind farm benefits. They emphasize transparency and proper cost allocation methods, noting the FAM's prior use for non-fuel items.

3.4 Future DSM as a FAM Expense [39] In its Evidence, NS Power proposed that any variance from $34.05 million in approved annual DSM costs for 2020-2022 should be included in the FAM account prior to the next General Rate Application (GRA)...

AI summary NS Power proposes that future DSM costs be treated as FAM expenses, with variances from the approved 2020-2022 budget included in the FAM prior to the next GRA. The Consensus Agreement with E1 aligns with this approach, while the Consumer Advocate raises concerns about transparency and cost allocation risks. The Board defers resolution to future applications.

ither EfficiencyOne or NSPI. " Parties " means EfficiencyOne and NSPI. (v) " Personal Information " shall mean the information provided by NSPI to EfficiencyOne pursuant to Section 79K of the Act.

AI summary The text defines 'Parties' as EfficiencyOne and NSPI, with 'Personal Information' referring to data shared by NSPI with EfficiencyOne under Section 79K of the Act. This establishes the legal framework for information exchange between the two entities in the regulatory proceeding.

24. SHARING OF DATA AND INFORMATION - 24.1 EfficiencyOne shall work co-operatively with NSPI to provide NSPI with information and data from time to time in order to assist NSPI with planning and load forecasting as may be reasonably requir...

AI summary EfficiencyOne must share data with NSPI for planning and load forecasting, aligning with past practices. NSPI may seek UARB intervention if disputes arise over data access. The provision emphasizes cooperative data sharing and regulatory recourse.

Permitted Disclosures - 6. The Recipient shall be permitted to disclose relevant aspects of the Confidential Information to its employees and professional advisors to the extent that such disclosure is reasonably necessary for the performa...

AI summary The document outlines permitted disclosures of confidential information, allowing recipients to share it with employees and advisors under strict confidentiality conditions. Exceptions include legal obligations or court orders, requiring prior notice to the disclosing party and efforts to remove commercially sensitive data. The recipient remains liable for breaches by third parties.

1 2 (b) Notice by overnight courier shall be presumed to have been received on the next Business Day after it was sent. 3 4 (c) Notice by first class mail shall be presumed delivered five (5) Business Days after mailing. 5 21.3 Either Part...

AI summary The document outlines procedures for notice delivery, audit and inspection rights, assignment restrictions, data sharing, and coordination meetings. Key entities include EfficiencyOne and NSPI, with the UARB having oversight authority.

31 No Obligation to Disclose 32 3. 33 This Agreement does not obligate either Party to disclose any Confidential Information to the .other.

AI summary The agreement does not impose an obligation on either party to disclose confidential information to the other.

Permitted Disclosures - 10 6. The Recipient shall be permitted to disclose relevant aspects of the Confidential 11 Information to its employees and professional advisors to the extent that such 12 disclosure is reasonably necessary for the...

AI summary The Recipient may disclose Confidential Information to employees and advisors if necessary for their duties, requiring prior notification and signed undertakings. Exceptions include legal obligations, court orders, or regulatory disclosures, with requirements to notify the Disclosing Party, seek protective orders, and remove commercially sensitive data when possible.

Factors of overestimation – Inherent in the regulatory environment as defined by external factors The length of time between the development and implementation of the DSM Resource Plans . DSM Resource Plans and modelling inputs are develop...

AI summary The text discusses how delays between DSM plan development and implementation (1-4 years) lead to overestimation due to changing external factors like market demand and technology availability. EfficiencyOne uses third-party evaluations to update plans annually, but variances between planned and actual outcomes persist. Current reporting lacks sufficient detail to address overestimation effectively.