Topic:"Information Disclosure" in M12780

2.4 DSMAG ENGAGEMENT - E1 undertook extensive engagement during plan development with the DSMAG Feedback informed - program design, delivery approaches, and equity‑focused enhancements. - The DSMAG is a forum of regulatory stakeholders who...

AI summary E1 engaged the DSMAG throughout the 2027–2031 DSM Plan development, incorporating stakeholder feedback to refine program design and modelling. DSMAG members included representatives from energy stakeholders, consumer groups, and regulatory bodies, with iterative review processes ensuring transparency and equity-focused improvements.

8.3 OTHER REPORTING PROCESSES E1 will submit six reports annually to the NSEB, including quarterly reports (Q1-Q3), an annual progress report, annual DSM program evaluation reports, and annual audited financial statements. Over the 2027– 2...

AI summary E1 must submit 30 DSM reports to NSEB over 2027–2031, including quarterly, annual progress, program evaluation, and audited financial reports. NSEB verifies savings and allows DSMAG input. E1 will follow NSEB-approved measurement and evaluation protocols, with further details in Appendix A.

EfficiencyOne or NSPI. "Parties" means EfficiencyOne and 39 NSPI. - 40 (u)(w) "Personal Information" shall mean the information provided by NSPI to 41 EfficiencyOne pursuant to Section 79K of the Act.

AI summary Defines 'Parties' as EfficiencyOne and NSPI, and 'Personal Information' as data shared by NSPI with EfficiencyOne under Section 79K of the Act, relating to regulatory proceedings.

10 22. AUDIT AND INSPECTION - 11 22.1 EfficiencyOne shall, during the Term and for a period of thirty-six (36) months thereafter, 12 keep accurate records of all EECA DSM supplied to NSPI, as necessary to determine that 13 the EECA DSM was...

AI summary The document outlines audit and inspection requirements for EfficiencyOne, including record-keeping obligations for EECA DSM programs, NSPI's right to request access to records and inspections, data-sharing responsibilities, and reporting requirements to UARB NSEB and NSPI. It also covers assignment restrictions and coordination meetings.

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

AI summary The agreement defines 'Confidential Information' broadly, encompassing all data shared between parties, including reports, analyses, and intellectual property. It emphasizes protection of such information, including materials filed with the Nova Scotia Utility and Review Energy Board ('the Board') in confidence. The definition includes access credentials for electronic copies and explanations provided by either party marked as confidential.

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, emphasizing the absence of legal obligation regarding information sharing between involved parties.

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

AI summary The Recipient may disclose Confidential Information to employees and advisors under confidentiality agreements, notifying the Disclosing Party and ensuring compliance. Disclosures mandated by law or regulatory bodies require prior notice to the Disclosing Party, allowing them to seek protective orders or waive confidentiality. The Recipient must remove commercially sensitive information where possible and notify the Disclosing Party of court/regulatory orders.

11. CONFIDENTIAL AND PERSONAL INFORMATION - 6 11.1 The Parties have executed or agree to execute the confidentiality agreement attached 7 hereto as Schedule "D" - Confidentiality (" Confidentiality Agreement "). - 8 11.2 EfficiencyOne shal...

AI summary The document outlines a confidentiality agreement between EfficiencyOne and Nova Scotia Power Incorporated (NSPI), requiring EfficiencyOne to secure personal information and indemnify NSPI against liabilities from misuse or disclosure, in compliance with the Public Utilities Act and CASL.

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 provide data for planning and load forecasting, aligning with past practices. Disputes over data requests can be resolved by NSPI applying to the NSEB.

Confidential Information 3 1. The Parties agree that for the purpose of this Agreement "Confidential Information" 4 means all information, regardless of the form in which it is communicated or 5 maintained and prepared by the Disclosing Pa...

AI summary The agreement defines 'Confidential Information' as all information disclosed by the Disclosing Party to the Recipient, including reports, analyses, contracts, and intellectual property, under the Purchase Agreement or as directed by the Nova Scotia Energy Board. It emphasizes information filed with the Board in confidence and includes access credentials for electronic data.

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

AI summary The Recipient may disclose confidential information to employees and advisors if necessary for their duties, provided they sign confidentiality undertakings and inform the Disclosing Party. Exceptions apply for legal obligations or court orders, requiring prompt notification and steps to protect commercially sensitive data. The Recipient is liable for breaches and must allow the Disclosing Party at least ten days to remove sensitive information before disclosure.

Return of Information 10. On the earlier of either thirty (30) days following the termination of the Purchase Agreement or at the written request of the Disclosing Party (and unless superceded by another form of writing), the Recipient sha...

AI summary The Recipient must return or destroy Confidential Information within 30 days of the Purchase Agreement's termination or upon the Disclosing Party's request, retaining only one legal file copy for legal obligations. Written confirmation of compliance is required if requested.

Internal and External Resources Publishable information on internal program administrator operations and resourcing levels was not available.

AI summary The document notes that publishable information regarding internal program administrator operations and resourcing levels is unavailable, highlighting a gap in transparency.

Be Transparent The methodology for establishing the cap should be transparent and well-documented to maintain stakeholder trust.

AI summary The methodology for establishing the cap must be transparent and well-documented to ensure stakeholder trust in the regulatory process.

Additional information about the application: A copy of the Application and any timetable applying to this matter may be viewed on the Board's website at https://nserbt.ca/nseb , by clicking on "Matters & Evidence", and in the "Go Directly...

AI summary The application and timetable for Matter No. M12780 are available online. The Board requests participants to share pronouns and titles for respectful communication. Images of Tracy Milsom, Robyn Dearman, and Tracey Smyth are included, along with unrelated news about Lebanon.

Th is ini l d tat ion to ide e t he W ith t d ion of th iew W ith in the M T ke tat ter t ere m ma oc um en ev nc ou oc um en e r ev er as rac r, m an ag em en lcu lat ion vie of the M Tr ke let ed d r iew da th iew sh ld ide dd ing tab fo...

AI summary The text discusses the need for timely inclusion of information in the proceeding, emphasizing the importance of accurate and complete data for proper evaluation and decision-making. It highlights the significance of the Master TRC calculation and the impact of missing or incomplete submissions on the overall process.

Culture of communication Awareness and accessibility of information: Access to information (e.g., policies, processes, programs, benefits etc) is not streamlined. It can be time consuming to find certain information and this contributes to...

AI summary The document discusses challenges related to the culture of communication within the organization, including the lack of streamlined access to information and the need for more clarity in policies and processes. It also highlights that employees value current opportunities for input, such as annual surveys and sessions.

Table 1: STANDARDIZED FILING FRAMEWORK ITEM DESCRIPTION - cost-efficiency opportunities 5.2 Evaluation A summary of any changes that are planned for evaluation activities over the upcoming period. 5.3 Reporting A summary of EfficiencyOne's...

AI summary The text outlines the standardized filing framework, including evaluation and reporting initiatives by EfficiencyOne to the UARB and DSMAG, and mentions alternate scenarios to the proposed DSM Plan.

predict and detect and may become more sophisticated, frequent, severe, and difficult to stop to the extent that attackers are able to leverage evolving artificial intelligence ("AI") models or tools. Despite security measures in place, th...

AI summary The document highlights the increasing sophistication and frequency of cybersecurity threats, particularly those leveraging AI, and outlines potential risks to the Company's systems, energy supply, and data security. Breaches could lead to operational disruptions, safety issues, and the compromise of sensitive information.

12 Process Timeframe 4.6 Mid-Course Adjustments Filed with E1's Q1 Report on May 25 each year, if applicable. Draft mid-course adjustments are provided to the DSMAG in advance for a two-week comment period and E1 responds to comments prior...

AI summary The document outlines various processes and timelines related to reporting and stakeholder engagement for demand-side management (DSM) in Nova Scotia. It includes mid-course adjustments, mid-term check-ins, and reporting requirements, as well as the role of the DSM Advisory Group (DSMAG) in the process.

• Transparency and Documentation : Additional documentation is warranted for: - o Statistical testing parameters (e.g., p-values, power, test structure) - o Identification of data limitations or restrictions. - o Clear disclosure of any de...

AI summary The text emphasizes the need for enhanced transparency through additional documentation, including statistical testing parameters, data limitations, and clear disclosure of deviations from standard evaluation protocols.

1 Request IR-1: 2 3 (a) Please identify the specific data sources, E1 filings, and information request responses 4 that Brattle reviewed in preparing its evidence. 5 6 (b) Please confirm whether NSPI provided Brattle with any information,...

AI summary The response to Request IR-1 outlines the data sources reviewed by Brattle, including public documents from various proceedings, and confirms that NSPI did not provide Brattle with non-public information, except for submissions made confidential by E1 in response to NSEB IR-30.

Confidential documents - 12 (1) Subject to Rule 12(2), all documents filed in respect of an application shall be placed on the public record. - (2) A party may request that all or any part of the document be held in confidence by the Board...

AI summary This section outlines the procedures for handling confidential documents in regulatory proceedings. It specifies the conditions under which documents can be held confidential, the burden of proof on the requesting party, and the process for objections and hearings.

NON-CONFIDENTIAL INFORMATION REQUESTS To: EfficiencyOne James R. Gogan, Counsel McInnes Cooper By email: [[email protected]](mailto:[email protected]) From: Nova Scotia Energy Board Board Staff Responses Due: Thursd...

AI summary The Nova Scotia Energy Board has issued a non-confidential information request to EfficiencyOne, with responses due by May 28, 2026. The request is managed by Board Staff, with contact details provided for Chris Jiang and Crystal Henwood.

accounts, thousands) and Non-Active Participants (# of NSPI accounts, thousands). Please determine the optimal way to present participant counts over five-year periods and explain the approach taken.

AI summary The document requests determining the optimal method to present Active and Non-Active Participant counts (in thousands of NSPI accounts) over five-year periods and requires an explanation of the approach taken.

INFORMATION REQUESTS from: NRStor Incorporated To: EfficiencyOne James R. Gogan, Counsel McInnes Cooper By email: [[email protected]](mailto:[email protected]) From: NRStor Incorporated Contact Person: Homaira Siddi...

AI summary NRStor Incorporated has submitted an information request to EfficiencyOne, with legal counsel James R. Gogan of McInnes Cooper and contact person Homaira Siddiqui of NRStor. The request is dated May 7, 2026, and involves communication via email.

M12780 - EfficiencyOne - 2027-2031 Demand Side Management (DSM) Plan Application INFORMATION REQUESTS from the Affordable Energy Coalition

AI summary M12780 involves EfficiencyOne's 2027-2031 Demand Side Management (DSM) Plan Application, with the Affordable Energy Coalition submitting information requests. The proceeding focuses on DSM program details, stakeholder engagement, and cost-benefit analyses.

Confidential documents - 12 (1) Subject to Rule 12(2), all documents filed in respect of an application shall be placed on the public record. - (2) A party may request that all or any part of the document be held in confidence by the Board...

AI summary This section outlines the procedures for handling confidential documents in regulatory proceedings. It specifies that parties requesting confidentiality must justify the request, and the Board may decide to keep the document confidential, place it on the public record, or allow limited access. The burden of proof lies with the party seeking confidentiality.

rties with the public interest. [ Re NSPI (South Canoe ), 2014 NSUARB 5, para. 11] Further, in Friends of Harmony, Camden, Greenfield and Surrounding Areas (Re) , 2015 NSUARB 140, the Board stated: - [11] With respect to the present procee...

AI summary The text discusses the regulatory compact and references past decisions by the Nova Scotia Utility and Regulatory Board (NSUARB) and the Nova Scotia Court of Appeal, emphasizing the open courts principle and its connection to freedom of expression under the Canadian Charter of Rights and Freedoms.

Confidential documents - 12 (1) Subject to Rule 12(2), all documents filed in respect of an application shall be placed on the public record. - (2) A party may request that all or any part of the document be held in confidence by the Board...

AI summary This section outlines the procedures for handling confidential documents in regulatory proceedings, including the process for requesting confidentiality, the burden of proof on the requesting party, and the Board's authority to rule on such requests, considering factors like public security and sensitive financial or personal information.

reasonably be expected to cause material harm to E1's competitive position in the labour market and to its ability to attract and retain the specialized workforce necessary to deliver its DSM mandate. Although E1 advanced several arguments...

AI summary E1 argues that the Mercer Report should not be disclosed to intervenors, even with a confidentiality undertaking, but acknowledges its relevance to the proceeding. The Board emphasizes the importance of transparency and the 'open courts' principle, noting that information filed in proceedings should generally be publicly available, with exceptions for confidential or Board-only confidential information.

James R. Gogan Direct +1 (902) 563 5920 [email protected] 1969 Upper Water Street, Suite 1300 Halifax, Nova Scotia Canada B3J 3R7 Tel +1 (902) 425-6500 Fax +1 (902) 425-6350 Our File: 238984 June 26, 2026 Nova Scotia Energy Boa...

AI summary This document relates to EfficiencyOne's (E1) application for approval of a Demand Side Management (DSM) Resource Plan and Purchase Agreement for 2027-2031. The Nova Scotia Energy Board (NSEB) requested clarification on E1's request for confidential treatment of certain information, and E1 responded accordingly. The Board later decided that the Mercer Report should be treated as General Confidential and made available to intervenors who sign a Confidentiality Undertaking.

1 M12780 2 3 NOVA SCOTIA ENERGY BOARD 4 5 6 7 IN THE MATTER OF: The Public Utilities Act 8 – and – 9 10 IN THE MATTER OF: AN APPLICATION by EFFICIENYONE for approval of the 11 12 20272031 Demand-Side Management (DSM) Purchase Agreement bet...

AI summary The Nova Scotia Energy Board has issued information requests to Synapse Energy Economics Inc. regarding an application by EfficiencyOne for approval of a 2027-2031 Demand-Side Management (DSM) Purchase Agreement and DSM Resource Plan. Responses are due by July 17, 2026, and the Consumer Advocate is involved in the process.