Topic/Matter Intersection

Topic:"Low Income Programs" in M10473

Matter: E-ENS-R-22 EfficiencyOne 2023-2025 Demand Side Management (DSM) Plan Application
478 passages 44 documents

Low Income Programs across all matters →

E-1Application 41 passages
1.3 STAKEHOLDER ENGAGEMENT p. p. 12
1.3 STAKEHOLDER ENGAGEMENT - In an effort to attempt to bring consensus among stakeholders with respect to the appropriate level of - DSM investment for 2023-2025, E1 adopted an earlier, more transparent and responsive level of - stakehold...

AI summary E1 engaged stakeholders through the Demand Side Management Advisory Group (DSMAG) and iterative modelling to develop its Settlement Plan, incorporating feedback on energy savings targets and low-income programs. The process aimed to align the Plan with stakeholder concerns and the evolving Nova Scotia energy landscape.

4. BALANCED PLAN APPROACH p. pp. 20-21
4. BALANCED PLAN APPROACH - E1 has determined that 412.7 GWh in energy savings and 96.7 MW of demand savings (78.8 MW from - energy efficiency and 17.9 MW from demand response) for 2023-2025 provide the best value to Nova - Scotians. E1 ha...

AI summary E1 proposes a balanced DSM portfolio with 412.7 GWh energy savings and 96.7 MW demand savings through 2025, emphasizing low-income investment (17-22%), residential-to-BNI investment splits, and innovation. The approach aligns with the Standardized Filing Framework and prioritizes affordability, diversity, and accessibility in program delivery.

WHICH FACTORS HAVE CONTRIBUTED TO THE CONSERVATIVE COST- p. p. 23
WHICH FACTORS HAVE CONTRIBUTED TO THE CONSERVATIVE COST- - EFFECTIVENESS TEST RESULTS? - The TRC test results for the Settlement Plan are very conservative and understate the cost-effectiveness - of the Settlement Plan. Factors which have...

AI summary The TRC test results for the Settlement Plan are deemed conservative due to understated avoided costs, lack of low-income program exceptions, and the inclusion of both fixed and variable costs at all levels, leading to an understatement of the plan's cost-effectiveness.

4.2.3 LOW-INCOME PROGRAMMING p. pp. 24-25
4.2.3 LOW-INCOME PROGRAMMING In order to increase equity and accessibility to low-income customers and ensure all Nova Scotians have the opportunity to realize the benefits of energy efficiency, E1 has expanded investment in programs targe...

AI summary E1 has expanded investment in low-income energy efficiency programs to improve equity and accessibility. However, these programs are more costly due to minimal customer contributions. While it is common to exempt low-income programs from the TRC test, this province currently does not do so, and some low-income components fail the TRC test, negatively impacting the Settlement Plan's cost-effectiveness.

4.7 ACCESS TO PROGRAMS BY ALL MARKET SECTORS AND RATE CLASSES BY ADDRESSING BARRIERS TO PARTICIPATION p. p. 31
4.7 ACCESS TO PROGRAMS BY ALL MARKET SECTORS AND RATE CLASSES BY ADDRESSING BARRIERS TO PARTICIPATION Equitable access to program benefits across all customer groups is a primary consideration in both program and plan design. In particular...

AI summary The Settlement Plan emphasizes equitable access to energy efficiency programs for all customer groups, including low-income households, Mi'kmaw communities, rental housing, and small businesses. It builds on E1's existing programs and addresses barriers to participation in DSM programming, as outlined in Attachment 1.

4.8 TRANSFORMATION OF THE NOVA SCOTIA MARKET p. p. 31
4.8 TRANSFORMATION OF THE NOVA SCOTIA MARKET E1 is in an increasingly complex DSM planning environment as the Nova Scotia market matures and continues to experience increasing transformation, particularly in the residential sector. The res...

AI summary E1 faces a more complex DSM planning environment as the Nova Scotia market evolves, particularly in the residential sector. The Settlement Plan introduces new residential behavior and low-income program components to drive further energy efficiency transformation and diversify retrofit projects.

2023-2025 DSM Plan Settlement Plan p. pp. 49-50
2023-2025 DSM Plan Settlement Plan 2022 Investment Ramp up to 2023 Millions $ 2022 DSM Investment Approved 41.0 Re-introduction of Low-Income Homeowner Program 8.1 Expansion of Services to Mi'Kmaw Communities 1.1 Re-introduction of Behavio...

AI summary The 2023-2025 DSM Plan Settlement Plan outlines investments and program adjustments for demand-side management in Nova Scotia. Key items include a re-introduction of low-income homeowner programs, expansion of services to Mi'Kmaw communities, and inflationary increases. The plan also includes a wind-up of new home construction and a decrease in existing program investments, resulting in a total investment of $53 million for 2023.

9. UNDERSERVED MARKETS AND DIVERSE COMMUNITIES p. pp. 61-63
9. UNDERSERVED MARKETS AND DIVERSE COMMUNITIES As a Guiding Principle under the Settlement Plan, E1's programs and initiatives must be accessible on an equitable and non-discriminatory basis to all ratepayers. To accomplish this, it is cri...

AI summary The Settlement Plan emphasizes equitable access to E1's programs, particularly for underserved and low-income communities. It includes initiatives to increase accessibility, remove barriers, and expand education and outreach. The plan aims to achieve 17-22% of total investment in low-income support, reflecting recent census data on low-income prevalence in Nova Scotia.

9.2 THE SETTLEMENT PLAN WILL EXPAND PROGRAMMING FOR UNDERSERVED MARKETS AND DIVERSE COMMUNITIES p. pp. 63-64
9.2 THE SETTLEMENT PLAN WILL EXPAND PROGRAMMING FOR UNDERSERVED MARKETS AND DIVERSE COMMUNITIES Increased investment in DSM programming for low-income, Mi'kmaw and diverse communities is both urgent and in alignment with the requirement fo...

AI summary The Settlement Plan aims to expand DSM programming for underserved markets and diverse communities, including low-income and Mi'kmaw populations. E1 will invest $35.8 million, a 177% increase, with a focus on equity and non-discrimination. Initiatives include the Affordable Single-family Home program and support for Mi'kmaw and African Nova Scotian communities.

1 Table 1: Residential Sector Barriers to Participation & Mitigating Strategies p. pp. 75-77
1 Table 1: Residential Sector Barriers to Participation & Mitigating Strategies Program Program Component Description Target Market Segment Market and/or Participant Barriers and How they are Addressed in the Settlement Plan EFFICIENT PROD...

AI summary Table 1 outlines barriers to participation in the Efficient Product Rebates program and strategies to mitigate them. Key barriers include affordability, accessibility, lack of information, and lack of trust, with solutions such as financial incentives, flexible booking options, delivery agent management, and marketing efforts by EfficiencyOne.

Section 137 p. p. 81
1 Statistics Canada. Table 11-10-0241-01 Low-income cut-offs (LICOs) before and after tax by community size and family size, in current dollars.

AI summary The text references a Statistics Canada table that provides data on low-income cut-offs (LICOs) before and after tax by community size and family size in current dollars.

2 LICO is regularly updated by Statistics Canada p. pp. 81-84
2 LICO is regularly updated by Statistics Canada Program Program Component Description Target Market Segment Market and/or Participant Barriers and How they are Addressed in the Settlement Plan

AI summary The text introduces the Low-Income Cut-Offs (LICO) metric, which is regularly updated by Statistics Canada. It also presents a table outlining various programs and their components, targeting specific market segments and addressing barriers through a settlement plan.

1.1.4 TRANSFORMATION OF THE NOVA SCOTIA MARKET p. pp. 102-103
1.1.4 TRANSFORMATION OF THE NOVA SCOTIA MARKET Within the changing energy industry, E1 faces an increasingly complex DSM planning environment as the Nova Scotia market matures and transforms, particularly in the residential sector. The res...

AI summary E1 is addressing the evolving DSM planning environment in Nova Scotia as the market matures, particularly in the residential sector. The 2023-2025 DSM portfolio includes new programs such as residential behavior initiatives, low-income programs, and expansion into more complex retrofit projects and new construction market transformation through Enabling Strategies.

4 Table 1: New Initiatives and Key Enhancements in the 2023-2025 Settlement Plan p. pp. 106-107
4 Table 1: New Initiatives and Key Enhancements in the 2023-2025 Settlement Plan Title Type of Initiative Section Reference Residential Affordable Single-family Homes New program component in the residential sector Section 4.2.2.6 Point-of...

AI summary The text outlines new initiatives and key enhancements in the 2023-2025 Settlement Plan, including new program components and enhancements in residential, BNI, and cross-sector initiatives, such as demand response programs, market transformation, and beneficial electrification.

14 Table 3: Balanced Plan Aspects Addressed in the Settlement Plan p. p. 120
14 Table 3: Balanced Plan Aspects Addressed in the Settlement Plan Balanced Plan Aspects 2023-2025 Settlement Plan Access to programs by all market sectors and rate classes by addressing barriers to participation • low-income investment –...

AI summary The Settlement Plan includes measures to increase access to energy efficiency and demand-side management programs for all market sectors, with a focus on low-income and residential customers. It also outlines rate impacts, including a RBIA performed on DSM model results and projected avoided costs exceeding initial investments by 2027.

1 Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component p. pp. 136-137
1 Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component 2023-2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW)...

AI summary Table 9 outlines the investment and savings from the 2023-2025 Settlement Plan, detailing energy efficiency and demand response programs. It includes program components such as residential and business energy efficiency, enabling strategies, and demand response, with metrics like investment amounts, energy savings, and cost-effectiveness.

12 p. pp. 137-138
12 13 Table 10: 2023 Settlement Plan Investment and Savings, by Program Component 2023 Investment a Lifetime Benefits b First-Year Energy Savings Lifetime Energy Savings Peak EE Demand Savings Available DR Capacity Cost Te esource st (TRC)...

AI summary The document presents a table detailing the 2023 Settlement Plan Investment and Savings by Program Component, including residential and business energy efficiency programs, enabling strategies, and demand response initiatives. It outlines investments, energy savings, and cost considerations for various programs across Nova Scotia.

Table 11: 2024 Settlement Plan Investment and Savings, by Program Component p. pp. 138-139
Table 11: 2024 Settlement Plan Investment and Savings, by Program Component 2024 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Available D...

AI summary Table 11 outlines the 2024 Settlement Plan investment and savings by program component, including residential and business energy efficiency programs, enabling strategies, and demand response initiatives. It provides data on investment amounts, lifetime benefits, energy savings, and administrative costs.

11 Table 12: 2025 Settlement Plan Investment and Savings, by Program Component p. pp. 139-140
11 Table 12: 2025 Settlement Plan Investment and Savings, by Program Component Lifetime First-Year Lifetime Peak EE Available esource gram rator Cost 2025 Investment Benefits b Energy Energy Demand DR Cost Tes st (TRC) c Test (PAC) d ($ mi...

AI summary Table 12 outlines the 2025 Settlement Plan Investment and Savings by Program Component, detailing investments, benefits, energy savings, and demand reductions for various energy efficiency and demand response programs in Nova Scotia, including residential, business, and enabling strategies.

5 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS p. pp. 142-144
5 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS To ensure the Settlement Plan represents all Nova Scotians and is accessible for all to enjoy the benefits of energy efficiency, the Settlement Plan was designed with customers top of mind...

AI summary The Settlement Plan was designed with customers in mind, focusing on residential, BNI, and diverse & underserved communities. It outlines investments for 2023-2025 and emphasizes access to all market segments, including residential, small business, commercial & industrial, and diverse & underserved communities.

5 Table 15: Major Categories of Customer Segments, Dedicated Program Components & Other Support p. p. 145
5 Table 15: Major Categories of Customer Segments, Dedicated Program Components & Other Support Category Description of Target Segment Dedicated Program Components Other Support & Resources Diverse & Underserved Communities Nova Scotians o...

AI summary The table outlines support for diverse and underserved communities in Nova Scotia, focusing on low-income households facing barriers to energy efficiency upgrades. It lists dedicated programs like the Mi'kmaw Home Energy Efficiency Project and initiatives such as appliance replacement and efficient product installation to address these challenges.

7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES p. pp. 145-147
7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES 8 E1 focused on strengthening the support provided to diverse and underserved communities in the 9 Settlement Plan. Expanding investments in DSM for these customer groups is an important way to ens...

AI summary E1 emphasized increasing support for diverse and underserved communities in the Settlement Plan, including Mi'kmaw communities, through expanded energy efficiency programs and initiatives. The plan aims to reduce energy burden, improve health outcomes, and provide workforce development opportunities. Specific programs and outreach efforts are outlined, including the Mi'kmaw Home Energy Efficiency Project and engagement initiatives.

- in Table 16, below. p. pp. 149-150
- in Table 16, below. Table 16: Settlement Plan – Residential Sector Offerings Program Program Component Target Market Segment Delivery Approach Enhancements in Settlement Plan Section Reference Residential Efficient Product ent income & M...

AI summary Table 16 outlines the Settlement Plan for Residential Sector Offerings, detailing various programs and their components, target market segments, delivery approaches, and enhancements. It includes programs like Efficient Product Rebates, Home Energy Assessment, and new initiatives such as Affordable Single-family Homes and Residential Behaviour.

Table 18: Three-Year Summary of the Appliance Retirement Program Component p. p. 153
Table 18: Three-Year Summary of the Appliance Retirement Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) Low-income 0.01 0.01 0.002 33 2024 Total 1.0 1.2 0.2 2,973 Low-income...

AI summary Table 18 summarizes the Appliance Retirement Program's three-year plan, including investment, energy savings, demand savings, and participation numbers. It highlights market barriers such as affordability, accessibility, lack of trust, and lack of information, along with key components like no-cost appliance replacements and environmentally friendly retirement of inefficient appliances.

30 Table 23: Summary of Benefits – Existing Residential p. pp. 161-162
30 Table 23: Summary of Benefits – Existing Residential Participant Industry Benefits Environmental Strategic DSM Portfolio Benefits Benefits Benefits • • • • utility bill savings and increased sales of reduced GHG strengthened relationshi...

AI summary The table outlines the benefits of the existing residential programs, focusing on utility bill savings, environmental impacts such as reduced GHG emissions, and strategic DSM portfolio benefits like partnerships with Mi'kmaw communities and increased energy literacy for underserved populations.

14 Component p. p. 163
14 Component Investment Energy Savings Demand Savings Participation Market Barriers • Affordability: lack of financial resources to cover upfront costs (product/equipment, installation, energy assessments). • Awareness: lack of information...

AI summary The document discusses market barriers to energy efficiency, including affordability, awareness, resource limitations, and split incentives, particularly affecting low-income and non-profit housing. Key components include energy audits and project management support for energy efficiency upgrades in affordable multi-family housing.

4.2.2.3 MI'KMAW HOME ENERGY EFFICIENCY PROJECT p. pp. 165-167
4.2.2.3 MI'KMAW HOME ENERGY EFFICIENCY PROJECT The Mi'kmaw Home Energy Efficiency Project program component is a whole-home retrofit service offered to customers at no-cost. Available to band-owned homes in Mi'kmaw communities, the Mi'kmaw...

AI summary The Mi'kmaw Home Energy Efficiency Project provides no-cost whole-home retrofits to band-owned homes in Mi'kmaw communities, including energy assessments, building envelope improvements, and heating system upgrades. The program also includes appliance replacements for eligible low-income and Mi'kmaw customers, and Table 26 summarizes key aspects of the project over a three-year period.

Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component p. p. 167
Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component Annual Plan24 Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (products) (homes) 2023 Total 1.2 0.5 0.2 130 118 2024 Total...

AI summary The Mi'kmaw Home Energy Efficiency Project is a low-income program targeting energy savings in Mi'kmaw communities. It addresses market barriers such as affordability, awareness, and split incentives, and includes measures like home energy assessments, heating system upgrades, and appliance replacements. The program has evolved from a pilot initiative into a standalone component under the DSM Resource Plan.

4.2.2.6 AFFORDABLE SINGLE-FAMILY HOMES p. pp. 172-173
4.2.2.6 AFFORDABLE SINGLE-FAMILY HOMES This is a new program component being re-introduced under the Existing Residential Program in the Settlement Plan. Re-introduction of this program component provides an opportunity to ensure equity of...

AI summary The Affordable Single-family Homes program component is being reintroduced under the Existing Residential Program in the Settlement Plan. It offers no-cost, fully project-managed whole-home retrofits to income-qualified Nova Scotians, aiming to improve energy efficiency and comfort. The program builds on past efforts and includes energy assessments, building envelope improvements, and appliance replacements for eligible low-income and Mi'kmaw participants.

efficiency of existing homes within income-eligible and low-income communities. p. p. 173
efficiency of existing homes within income-eligible and low-income communities. Annual Plan28 Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (products) (homes) 2023 Total 8.1 2.9 0.8 217 493 2024 Total 8.2 2.9 0.8 2...

AI summary The text discusses the efficiency of existing homes in income-eligible and low-income communities, highlighting annual investment plans, energy and demand savings, and participation targets. It also outlines market barriers such as affordability, awareness, and lack of trust, and emphasizes the need for no-cost home energy assessments and upgrades.

16 Low-income performance indicators for the Existing Residential program are provided in Table 32, below. p. pp. 179-180
16 Low-income performance indicators for the Existing Residential program are provided in Table 32, below. Table 32: 2023-2025 Existing Residential Low-Income Performance Indicators Year First-Year Energy Savings (GWh) Lifetime Energy Savi...

AI summary Table 32 provides low-income performance indicators for the Existing Residential program from 2023 to 2025, showing energy savings, peak demand savings, and participation metrics across products, homes, and projects over the three-year period.

5.1.4.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 191
5.1.4.1 LOW-INCOME PERFORMANCE INDICATORS 2 Low-income performance indicators for the BNI Efficient Product Rebate program are provided in Table 41, 3 below. 4 1

AI summary This section discusses low-income performance indicators for the BNI Efficient Product Rebate program, with data provided in Table 41.

5.2.4.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 2
5.2.4.1 LOW-INCOME PERFORMANCE INDICATORS Low-income performance indicators for the Custom Incentives program were calculated using 2020 actuals, consistent with the approach used for other programs. In 2020, the Custom Incentives program...

AI summary The Custom Incentives program had no low-income participation in 2020, and it was assumed that low-income participation would remain zero during the 2023-2025 Plan period. Performance indicators for low-income participants were calculated using 2020 actuals.

5.3.4.1 LOW-INCOME PERFORMANCE INDICATORS 12 p. p. 8
5.3.4.1 LOW-INCOME PERFORMANCE INDICATORS 12 Low-income performance indicators for the Direct Installation program are provided in Table 52, below. 13

AI summary The text introduces Section 5.3.4.1, which discusses low-income performance indicators for the Direct Installation program, referencing Table 52 for details.

15 Table 52: 2023-2025 Direct Installation Low-Income Performance Indicators p. p. 8
15 Table 52: 2023-2025 Direct Installation Low-Income Performance Indicators Year First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Participation (products) a 2023 0.5 6.9 0.1 4,272 2024 0.5 7.1 0.1 4,4...

AI summary Table 52 outlines performance indicators for the Direct Installation Low-Income program from 2023 to 2025, showing energy savings, peak demand savings, and participation numbers. The table highlights energy efficiency outcomes and program reach over the three-year period.

Table 58: 2023-2025 Demand Response Low-Income Performance Indicators p. pp. 18-19
Table 58: 2023-2025 Demand Response Low-Income Performance Indicators Year New DR Capacity (MW) Available DR Capacity (MW) Participation (participants) a 2023 0.01 0.02 31 2024 0.24 0.26 1,742 2025 0.40 0.66 4,858 Total 0.7 0.7 4,858 & lt;...

AI summary Table 58 outlines the performance indicators for Demand Response (DR) programs targeting low-income residents from 2023 to 2025, showing a significant increase in participation and available DR capacity over the years.

Table 7. Customer Count by Customer Segment p. p. 96
Table 7. Customer Count by Customer Segment Year Residential Market Rate Residential LI Services Miscellaneous⁵ Retail Trade Offices EV Manufacturing 2021 412,698 66,292 15,719 11,848 7,225 4,123 886 1,624 2022 415,608 66,760 15,751 11,881...

AI summary Table 7 presents customer counts by segment from 2021 to 2030, showing growth in residential, low-income, and EV segments, while other segments show minimal changes or declines.

Table 2: 2023-2025 Alternate Scenario Investment and Savings, by Program Component p. pp. 66-67
Table 2: 2023-2025 Alternate Scenario Investment and Savings, by Program Component 2023-2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings Lifetime Energy Savings Peak EE Demand Savings Available DR Cap...

AI summary Table 2 outlines investment and savings for energy efficiency and demand response programs in Nova Scotia from 2023 to 2025. It details program components, including residential and business initiatives, along with their associated investment costs, lifetime benefits, energy savings, and demand savings.

1 Table 3: 2023 Alternate Scenario Investment and Savings, by Program Component p. pp. 67-68
1 Table 3: 2023 Alternate Scenario Investment and Savings, by Program Component 2023 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Availab...

AI summary Table 3 presents investment and savings data for various energy efficiency and demand response programs in 2023, including residential and business initiatives, with details on costs, benefits, and energy savings.

1 Table 4: 2024 Alternate Scenario Investment and Savings, by Program Component p. pp. 68-69
1 Table 4: 2024 Alternate Scenario Investment and Savings, by Program Component 2024 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Availab...

AI summary Table 4 presents investment and savings data for energy efficiency and demand response programs in 2024, including details on residential and business programs, enabling strategies, and overall portfolio performance. The data highlights investments, lifetime benefits, energy savings, and other metrics for various program components.

Preamble p. pp. 169-175
Formatted: Indent: Left: 1.75 cm, Hanging: 0.26 cm, No bullets or numbering and bill impact analysis, filed by October 31st of each year; and 95 91 x. Reporting on low-income program participation, expenditures, and savings 92 through a va...

AI summary The document outlines requirements for reporting on low-income program participation and includes a confidentiality agreement between EfficiencyOne and Nova Scotia Power Incorporated. The agreement is made under the Supply Agreement and governed by the Electricity Efficiency and Conservation Act and the Public Utilities Act of Nova Scotia.

E-22021 DSM Evaluation Reports 2 passages
Net-to-gross Assessment and Net Savings Calculations p. p. 23
sed for Appliance Retirement, Home Energy Assessment, and New Home Construction. The Evaluator did not establish free-ridership and spillover levels for the following program components and services: - › Energy Management Information Syste...

AI summary The Evaluator found no free-ridership or spillover effects for Energy Management Information Systems, Strategic Energy Management, and low-income and Mi'kmaw community programs due to limited market penetration and prior knowledge.

Table 4: 2021 ARet Corrected Tracked Savings p. pp. 181-182
Table 4: 2021 ARet Corrected Tracked Savings Program Component Result Value Tracked by EOne Corrected Tracked Value Relative Difference Value Unit Value Unit Value ARet Gross Energy Savings at the Generator 4.341 GWh 4.342 GWh 0.03% Gross...

AI summary Table 4 presents corrected tracked savings for the 2021 ARet program, showing minimal differences between original and corrected values for both gross and net energy and peak demand savings at the generator, as well as for the HomeWarming and Mi'kmaw Home Energy Efficiency Project.

E-32021 DSM Annual Progress Report 10 passages
4 Table 2: 2021 Results to 2021 Plan as Filed, Mid-Course Adjustments, and 2021 Year-End Forecast p. p. 13
4 Table 2: 2021 Results to 2021 Plan as Filed, Mid-Course Adjustments, and 2021 Year-End Forecast 12 2021 Plan as Filed 1 2021 Mid-Course Adjustment 2021 Forecast (Year-end) 2021 Results Results to Forecast Results to Mid-Course Affordable...

AI summary Table 2 provides a comparison of 2021 results to the 2021 plan as filed, mid-course adjustments, and the 2021 year-end forecast for various energy efficiency programs. The table includes data for Affordable MultiFamily Housing, the Mi'kmaw Home Energy Efficiency Project, New Residential, and Low Income initiatives, among others.

7 Table 4: 2021 Unit Cost p. p. 17
7 Table 4: 2021 Unit Cost First-Year Unit Cost 2021 Plan as Filed1 ($/kWh) 2021 Mid-Course Adjustment ($/kWh) 2021 Year-End forecast ($/kWh) 2021 Results ($/kWh) Program Status2 Efficient Product Rebates 0.25 0.31 0.32 0.28 Instant Savings...

AI summary Table 4 outlines the 2021 unit costs for various energy efficiency programs in Nova Scotia, including Efficient Product Rebates, Home Energy Assessment, and the Mi'kmaw Home Energy Efficiency Project, with costs varying between program categories and subcategories.

3. 2021 PROGRAM RESULTS AND DISCUSSION p. pp. 18-19
3. 2021 PROGRAM RESULTS AND DISCUSSION - The following section provides an overview of 2021 Evaluation activities, 2021 program level - results and activities for E1's Residential and BNI sector programs, discussion of program - variances...

AI summary This section outlines the 2021 program results and activities for E1's Residential and BNI sector programs, including program variances, low-income results, and Enabling Strategies. Rate class results by program are detailed in Attachment 1.

1 Table 5: Residential EPR Program Results p. p. 21
1 Table 5: Residential EPR Program Results Residential EPR (2021) • Appliance Retirement from homes, proper recycling, retires old, inefficient refrigerators, freezers, room air conditioners) by offering a free in addition to component als...

AI summary Table 5 outlines the Residential EPR Program results, focusing on appliance retirement and replacement initiatives. The program retires inefficient appliances and offers financial incentives, particularly for eligible participants in HomeWarming and the Mi'kmaw Home Energy Efficiency Project.

Appliance Retirement Highlights p. pp. 21-22
Appliance Retirement Highlights - Participation increased by 25% over 2020 levels[19](#page-22-1) and returned to pre-pandemic levels, a result of increased incentives ($50 from $30) for full sized appliances, introduced mid-year (effectiv...

AI summary Appliance retirement participation increased by 25% in 2021 due to higher incentives and targeted marketing. Operations were modified during the pandemic, with community events and marketing efforts helping to promote the program. Four community drop-off events were held, retiring 120 appliances.

Mi'kmaw Home Energy Efficiency Project Highlights p. pp. 26-28
Mi'kmaw Home Energy Efficiency Project Highlights - From April 28 to June 1, 2021, MHEEP paused activities with the suspension of inperson activities due to COVID-19. No activities, upgrades or assessments were completed during this time....

AI summary The Mi'kmaw Home Energy Efficiency Project (MHEEP) faced delays due to the suspension of in-person activities during the pandemic, contractor capacity issues, and staff changes. Despite these challenges, MHEEP saw a significant increase in participants in 2021. Marketing efforts included bilingual website development and community photoshoots.

Section 83 p. p. 36
- In 2021, E1's low-income savings results were approximately 69 percent lower in energy savings, - 63 percent lower in demand savings, and 65 percent lower in expenditures[41](#page-36-1) than E1's projected - participation and expenditur...

AI summary E1's low-income savings results in 2021 were significantly lower than projected, impacted by the ongoing effects of the COVID-19 pandemic. Several program components, including EPI, AMH, and MHEEP, fell short of their savings targets. However, the Residential Efficient Product Rebates program met its 2021 savings targets.

Section 84 p. p. 36
iance filing Plan, low-income expenditures were filed at the Residential and BNI sector level; program levels expenditures were not included in the low-income performance indicators tables by program. E1's current methodology for estimatin...

AI summary E1 is using various methods to estimate low-income impacts from its programs, including the Efficient Product Installation program and BNI programs. It has provided data on the number of low-income participants who received energy efficiency measures and rebates. E1 is also considering including additional low-income projects in its savings data.

1 Table 11: 2021 Low-Income Results p. pp. 36-38
1 Table 11: 2021 Low-Income Results 2021 Plan Low-Income Performance Indicators (estimated if not available) 2021 Results First-Year Lifetime Peak First-Year Lifetime Peak Energy Energy Demand Expenditures Participation Energy Energy Deman...

AI summary This table presents the 2021 low-income performance indicators for various energy efficiency programs in Nova Scotia, including energy savings, participation numbers, and expenditures. Key programs include Efficient Product Rebates, Instant Savings, and the Mi'kmaw Home Energy Efficiency Project, with results compared to the 2021 plan.

Preamble p. p. 38
7 2021 low-income results includes estimates of low-income participation in program components where income is not disclosed. Estimates reported in previous quarters may have been updated and are 8 reflected in the annual totals. Energy an...

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

E-5Errata 1 passage
Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component p. p. 7
Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component 2023-2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Av...

AI summary Table 9 outlines the investment and savings from the 2023-2025 Settlement Plan by program component, covering residential and business energy efficiency programs, enabling strategies, and demand response initiatives. It details investments, lifetime benefits, energy savings, and cost metrics such as Total Resource Cost (TRC) and Program Administrator Cost (PAC).

E-6Verification Report - Gil Peach 2 passages
Table 5: List of Program Component Evaluations. p. p. 24
Table 5: List of Program Component Evaluations. Program Components (PY 2021) Residential 1 Appliance Retirement Program (ARet) 2 Instant Savings 3 Efficient Product Installation (EPI) 4 Mi'kmaw Home Energy Efficiency Project 5 Green Heat 6...

AI summary Table 5 lists various program components for 2021, including residential and business programs such as the Appliance Retirement Program, which provides incentives for the environmentally sound disposal and recycling of household appliances.

7. Affordable Multifamily Housing p. pp. 31-32
7. Affordable Multifamily Housing The Affordable Multifamily Housing (AMH) program provides affordable-housing owners with incentives for building-wide energy retrofit projects to reduce consumption of electricity. The program uses the sam...

AI summary The Affordable Multifamily Housing (AMH) program incentivizes energy retrofits in affordable housing, using a model similar to Small Business Energy Solutions. In 2021, incentive amounts increased, but pandemic-related audit suspensions reduced project completions. Evaluation highlights high participant satisfaction but notes unmet energy savings targets, with prescriptive projects driving most savings.

E-7E1(AEC) - RIR-1 to RIR-4 1 passage
E1 Responses to Affordable Energy Coalition (AEC) Information Requests NON-CONFIDENTIAL
E1 Responses to Affordable Energy Coalition (AEC) Information Requests NON-CONFIDENTIAL Request IR-03: - Is the ENS considering improved incentives for landlords that heat with electricity to improve - enrolment in the Affordable Multi-fam...

AI summary The Affordable Energy Coalition (AEC) requested improved incentives for landlords heating with electricity to boost participation in the Affordable Multi-family Housing and Non-Profit Organization program. E1 responded that recent program changes allow higher incentives and zero-interest financing via NS Power, reducing upfront costs for landlords.

E-8E1(CA) RIR-1 to RIR-7 7 passages
E1 Responses to Consumer Advocate (CA) Information Requests NON-CONFIDENTIAL p. p. 3
E1 Responses to Consumer Advocate (CA) Information Requests NON-CONFIDENTIAL Request IR-01: In the past, E1 has underperformed in meeting its planned low-income spending and savings amounts. How will E1 ensure that it meets its low-income...

AI summary E1 acknowledges past underperformance in meeting low-income spending/savings targets and outlines strategies to address barriers like affordability and awareness. The Settlement Plan includes enhanced programs (e.g., Affordable Multi-family Housing, Efficient Product Installation) and data-driven outreach to improve participation and ensure 2023-2025 targets are met.

Estimation of DSM Low-Income Impacts for the 2023-2025 DSM Resource Plan p. p. 3
Estimation of DSM Low-Income Impacts for the 2023-2025 DSM Resource Plan Last Updated: November 15, 2021

AI summary The document outlines the estimation of demand-side management (DSM) low-income impacts for the 2023-2025 DSM Resource Plan. It involves analysis of cost and benefit implications for low-income households, with input from EfficiencyOne (E1) and the Consumer Advocate (CA). The focus is on assessing program effectiveness and equity considerations.

1. OBJECTIVE AND BACKGROUND p. p. 3
1. OBJECTIVE AND BACKGROUND EfficiencyOne (E1) has included programs that are considered to be dedicated low-income programming in the DSM Plan scenarios explored in round 1 and round 2 modelling for the 2023- 2025 DSM Plan. It has also as...

AI summary EfficiencyOne (E1) includes both dedicated and incidental low-income programming in its DSM Plan scenarios for 2023-2025. Low-income impacts are estimated using historical data due to limited project-specific information in DSM Plan modeling, with most estimates scaled based on 2020 incidental low-income impacts.

County Prevalence (CP) of Low-Income Nova Scotians p. p. 3
County Prevalence (CP) of Low-Income Nova Scotians Census data for Nova Scotia provides the population and percentage of low-income residents by county. The percentage of low-income Nova Scotians in a certain county, using Low-Income Cutof...

AI summary Census data for Nova Scotia provides population and low-income resident percentages by county, with the County Prevalence (CP) defined as the percentage of low-income Nova Scotians in a county using the Low-Income Cutoff Before Tax (LICO-BT).

Table 1: LICO-BT Thresholds by Nova Scotia County p. p. 3
Table 1: LICO-BT Thresholds by Nova Scotia County Counties LICO-BT Population Annapolis 11.4% 20,591 Antigonish 7.5% 19,301 Cape Breton 12.5% 98,722 Colchester 9.9% 50,585 Cumberland 11.5% 30,005 Digby 9.8% 17,323 Guysborough 7.3% 7,625 Ha...

AI summary Table 1 presents LICO-BT thresholds by Nova Scotia county, showing varying percentages and populations. The data highlights differences in low-income cutoffs across regions, with Halifax having the highest threshold at 12.7% and Victoria the lowest at 5.2%. The overall prevalence of low-income individuals is also noted.

Preamble p. p. 3
The percentage of low-income residents for Nova Scotia is reported as 11.1% for Nova Scotia from the 2016 Census data using Low-Income Cut-off Before Tax (LICO-BT). This is the Overall Prevalence (OP).

AI summary The document states that 11.1% of Nova Scotia's residents are classified as low-income based on 2016 Census data using the Low-Income Cut-off Before Tax (LICO-BT) metric, referred to as the Overall Prevalence (OP).

Table 2: Residential Sector Programs: Low-Income Assumptions and Calculations p. p. 3
Table 2: Residential Sector Programs: Low-Income Assumptions and Calculations Program Program Component Assumptions Calculation for 2023-2025 DSM Plan Residential Instant Savings Low-income Nova Scotians are assumed to be Low-income IS sav...

AI summary The table outlines assumptions and calculations for low-income participation in residential energy efficiency programs under the 2023-2025 DSM Plan. It assumes low-income Nova Scotians are 10% as likely to participate in some programs and uses specific percentages for energy and demand savings calculations.

E-9E1(IG) RIR-1 to RIR-33 4 passages
IG IR-06 Attachment 1: Programs and Program Components 2012-2025 p. p. 12
IG IR-06 Attachment 1: Programs and Program Components 2012-2025 2012 Efficient Product Rebates Appliance Retirement Lincient Froduct Repates Instant Savings Efficient Product Installation Existing Residential Home Energy Assessment Green...

AI summary This document outlines various energy efficiency programs and components from 2012 to 2025, including initiatives like Efficient Product Rebates, Home Energy Assessments, and the Mi'kmaw Home Energy Efficiency Project, as well as the evolution of the DSM Plan over time.

E1 Responses to Industrial Group (IG) Information Requests NON-CONFIDENTIAL p. pp. 12-26
E1 Responses to Industrial Group (IG) Information Requests NON-CONFIDENTIAL Request IR-08: For example, two components of the Existing Residential Program, namely the Affordable Single-family Homes and the Mi'kmaw Home Energy Efficient Pro...

AI summary E1 responded to IR-08 by stating that certain low-income DSM measures fail the TRC test but are included in the Settlement Plan under the Balanced Plan Approach. E1 did not explore alternative funding, arguing that low-income programs are exempt from TRC requirements in some jurisdictions, aligning with equity and accessibility goals.

Preamble p. p. 12
Request IR-16: Reference: EfficiencyOne 2023-2025 DSM Resource Plan Filing, Evidence, 9. Underserved Markets and Diverse Communities, Page 55 (Page 64/584 of PDF), Footnote 39 (a) Please confirm E1 chose to use the 2016 Census data, as per...

AI summary EfficiencyOne (E1) confirms the use of 2016 Census data to determine low-income percentages in Nova Scotia for its DSM Resource Plan. The 2016 data shows 17.2% of Nova Scotians were low-income, while the 2019 Canadian Annual Income Survey reports 12% using the Market Based Measure (MBM).

Request IR-25: p. p. 26
Request IR-25: - Please provide cost allocation tables, by rate class, for each year in a) E1's Preferred Plan; b) - Alternate Scenario; c) Settlement Plan, and d) a Scenario where the Low Income funding is set - at 12% of the investment....

AI summary The request seeks cost allocation tables for various scenarios, including the Settlement Plan, which replaced E1's Preferred Plan after stakeholder alignment in February 2022. Tables 1-4 detail the Settlement Plan's spending by rate class for 2023-2025.

E-10E1(IPONS) RIR-1 to RIR-16 3 passages
DSM PROGRAMS FOR AFFORDABLE HOUSING & LOW INCOME HOUSING PROVIDERS : p. p. 11
DSM PROGRAMS FOR AFFORDABLE HOUSING & LOW INCOME HOUSING PROVIDERS : The requirements of the Affordable Multiple Family Housing programs could be said to be very onerousrelating to allowable rental levels, and the commitment for essentiall...

AI summary The Affordable Multi-family Housing program's strict rental caps are criticized as overly burdensome during inflation, with providers facing pressure to maintain rent below CPI increases. A proposal suggests expanding eligibility to include participation in CMHC or Housing Nova Scotia programs. EfficiencyOne plans stakeholder consultations in 2022, with potential 2023 changes.

E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL p. p. 11
E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL DSM PROGRAMS FOR AFFORDABLE HOUSING & LOW INCOME HOUSING PROVIDERS : The requirements of the Affordable Multiple Family Ho...

AI summary E1 addresses concerns from IPOANS about the impact of rent control requirements in affordable housing programs, noting steady participation despite challenges. The response highlights ongoing monitoring and stakeholder consultation to balance affordability and property owner needs.

E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL p. p. 11
E1 Responses to Investment Property Owners Association of Nova Scotia (IPOANS) Information Requests NON-CONFIDENTIAL - have been delayed due to high up-front costs can now proceed due to the currentincentive levels - offered, in addition t...

AI summary E1 responds to IPOANS information requests, noting delays in affordable housing programs due to high upfront costs, now mitigated by incentives and zero-interest financing from Nova Scotia Power. The operating agreement ties annual rent increases to CPI, mandates minimum affordable units, and balances affordability with property owner needs through ongoing stakeholder consultations.

E-12E1(NSUARB) RIR-1 to RIR-41 49 passages
Section 132
e items will be examined through the 2022 IRP Evergreen process 23 with the expectation that there will be opportunity for fulsome stakeholder engagement 24 and review of these costs. Date Filed: April 29, 2022 E1 (NSUARB) IR-13 Page 4 of...

AI summary The document outlines E1's response to information requests from the Nova Scotia Utility and Review Board (NSUARB) regarding low-income investment amounts and E1's involvement in low-income initiatives funded by NS Power’s shareholder. E1 refers to prior responses for detailed data and explanations.

Section 218
Order. In our review of a Three-Year Plan, the Department examines the costs and bill impacts of the proposed programs from both a participant and non-participant perspective to ensure customers experience bill reductions from the energy e...

AI summary The Department of Public Utilities assesses the cost and bill impacts of energy efficiency programs from both participant and non-participant perspectives to ensure affordability and equity, particularly for low-income residents, while balancing short-term bill impacts with long-term benefits. It also emphasizes the importance of ensuring the cost of electricity remains affordable as electrification efforts expand.

Section 224
that the Program Administrators must address the participation barriers and achievement of deeper participant savings for renters. See 2019-2021 Three-Year Plans Order, at 39, 41-43, 95; 2016-2018 Three-Year Plans Order, at 26-27; 2013-201...

AI summary The Program Administrators are required to address participation barriers and achieve deeper savings for renters. They have previously emphasized the need for service-territory specific studies and highlighted past renter energy savings packages, though they could not identify future measures at the time of the 2019-2021 Three-Year Plan filings.

Section 226
data/information and the minimization of administrative costs. D.P.U. 20-150-A at 12 n.9. Not only did the Program Administrators not submit the formal process with this filing, they forward (Statewide Plan, Exh. 1, at 50). Instead, the Pr...

AI summary The Department of Public Utilities criticizes the Program Administrators for not submitting a formal process with their filing and for delaying the development of key proposals, such as those for low-income programs and renter energy savings packages. This delay has caused administrative inefficiencies and concerns about the accuracy and completeness of the filings.

Section 227
eloped until months after the conclusion of the Department’s review. For example: (1) a proposal for allowing mixed-income buildings to participate in the low-income programs will not be developed until the second quarter of 2022; (2) the...

AI summary The text discusses delays in developing program proposals, adjustments to budget allocations targeting environmental justice communities, and the need for more comprehensive program descriptions in future Three-Year Plans. It also highlights errors in initial filings and data anomalies discovered during the proceeding.

Section 252
(1) continue to use virtual home energy assessments and remote verification of installations, which were developed during the COVID-19 pandemic to provide customer flexibility to safe 41 The Program Administrators define partnerships as “i...

AI summary The Program Administrators propose strategies to increase participation in energy efficiency programs, including virtual home energy assessments, facilitated pre-weatherization barrier mitigation, and streamlined rebate processes. They also aim to enhance support for moderate-income customers through increased incentives and a language access plan by 2023.

Section 256
343 D.P.U. 21-120 through D.P.U. 21-129 Page 46 vocational/technical and other public high schools through the Residential Education programs as a complement to their workforce development efforts in order to offer energy efficiency career...

AI summary The text discusses enhancements to residential education programs and income-eligible customer initiatives, including improvements to energy efficiency career education and streamlined customer experiences. It highlights efforts by NSTAR Electric, NSTAR Gas, and EGMA to expand these programs and improve electrification opportunities.

Section 257
1, at 113). The Program Administrators’ proposed improvements for the income-eligible sector include: (1) an emphasis on heat pumps paired with weatherization and active demand 42 The Program Administrators state that they use the terms “i...

AI summary The Program Administrators propose improvements for the income-eligible sector, including heat pump initiatives, centralized intake websites, multifamily retrofit opportunities, and remote assessment enhancements. They also aim to support Community Action Agencies and propose strategies for the commercial and industrial sectors.

Section 264
a prerequisite for accessing the enhanced moderate-income heat pump incentives (Exh. DPU-Comm 11-7). If the moderate-income customer chooses not to install the recommended weatherization measures, the customer will continue to have access...

AI summary The text outlines electrification strategies, including enhanced moderate-income heat pump incentives, all-electric new construction pathways, and targeted outreach for weatherized homes. It also defines moderate-income customers for the 2022-2024 Three-Year Plan and mentions the development of a statewide heat pump education campaign.

Section 294
the Program Administrators could take to increase participation while minimizing risks of displacement and gentrification (CLF Brief at 29-43). These recommendations include: (1) making program information available through additional mark...

AI summary The Conservation Law Foundation (CLF) recommends strategies to increase participation in energy efficiency programs while addressing risks of displacement and gentrification. These include expanding outreach methods, improving program accessibility for renters and low-income residents, and enhancing data collection to ensure equity goals are met.

Section 295
nters and landlords while minimizing risks of displacement and gentrification (CLF Brief at 30). CLF also requests that the Program Administrators (1) further develop their participation goals by building size and plans for serving C&I ren...

AI summary The Conservation Law Foundation (CLF) supports electrification efforts by Program Administrators, emphasizing benefits for environmental justice communities and low-income households. CLF requests improved outreach strategies, including customized communication and community-focused marketing, and argues that electrification reduces heating costs and aligns with the Climate Act.

Section 296
olistic approach to overcoming the technical and financial barriers of electrification (CLF Reply Brief at 2-3, citing MEMA Brief, at 7-9). CLF argues that the EEA Secretary has stated a clear policy need to ramp up electrification and tra...

AI summary The text discusses the need for a holistic approach to electrification, emphasizing the importance of overcoming technical and financial barriers. It also highlights the Low-Income Energy Affordability Network's (LEAN) position on maintaining energy efficiency programs for low-income participants, including specific measures related to lighting and fossil fuel heating systems.

Section 297
. M at 6, 7; Exhs. DPU-Comm 13-10; DPU-Comm 13-13). LEAN explains that the intent is to limit and reduce these measure offerings for low-income participants over time, not eliminate them outright (LEAN Reply Brief at 2-4). 7. Northeast Cle...

AI summary The text discusses the Low Energy Alternative Network's (LEAN) approach to reducing measure offerings for low-income participants over time, and the Northeast Clean Energy Council's (NECEC) support for the Statewide Plan, including its alignment with GHG reduction goals and the inclusion of the ConnectedSolutions ADR program with additional oversight requirements.

Section 301
other low carbon fuels, while recognizing the higher costs of heat pumps and marginal grid emissions impacts, rather than an average grid emissions profile (MEMA Brief at 3-5; MEMA Reply Brief at 3-5). Lastly, MEMA argues that overreliance...

AI summary MEMA argues that relying on heat pumps may harm low-income and environmental justice communities due to higher costs and grid impacts, suggesting preserving rebates for fossil-fuel heating equipment could reduce emissions. Sunrun supports ADR programs but highlights concerns with mid-cycle changes, device qualification, and stakeholder involvement in program transitions.

Section 310
In order to increase participation, the Program Administrators also propose a series of short- and long-term strategies to provide flexibility to participate in the programs, as well as address barriers to participation, including time and...

AI summary The Program Administrators propose strategies to increase participation in energy efficiency programs, including targeted income-based incentives and educational outreach. NSTAR Electric, NSTAR Gas, and EGMA also propose enhancements to the Residential Education Program, though the Department notes many of these enhancements align with existing elements of the program.

Section 316
r the Community First Partnership Program create unnecessary confusion for municipalities and added an unnecessary and unappreciated layer of complexity to the Department’s review of the Three-Year Plans (see Tr. 1, at 166-172; Tr. 2, at 2...

AI summary The Department of Public Utilities is concerned about the complexity and confusion caused by the Community First Partnership Program's rollout. While the program aims to address participation barriers in lower-income communities, the Department modifies some criteria but retains priority municipalities for the program's focus.

Section 317
ader programmatic changes, the Department finds that it is appropriate for the Community First Partnership Program to focus on communities that have higher concentrations of lower income customers, even if the community does not have histo...

AI summary The Community First Partnership Program is being re-focused to prioritize communities with higher concentrations of lower-income customers, even if they have not historically had lower participation rates. The Program Administrators emphasize the need to improve access and participation among underrepresented groups, such as renters, moderate-income customers, and limited English-proficiency individuals.

Section 318
the energy efficiency programs (Statewide Plan, Exh. 1, at 17). Specifically, the studies found that limited English-proficiency customers were more likely to be unaware of the programs than customers who are more proficient; however, ther...

AI summary Studies show that limited English-proficiency customers and renters are less likely to participate in energy efficiency programs. Moderate income customers also participate less than higher income customers. Renters are significantly less likely to be aware of the programs. Program administrators suggest a geographic approach to target low-participation communities.

Section 319
rates was to use a geographic approach to select a set of communities with high concentrations of low-participation customers (Tr. 2, at 246). The Department, however, has concerns with the final criteria the Program Administrators used to...

AI summary The Department of Public Utilities (DPU) raised concerns about the final criteria used by Program Administrators to identify 38 Targeted Communities, arguing that the criteria were overly limiting and focused too narrowly on income, while factors like English proficiency and renter status are more significant in participation rates.

Section 320
ide average combined gas and electric consumption-weighted participation rate and, therefore, does not address historically low participation. Overall, the Department determines that the set of eligibility criteria established by the Progr...

AI summary The Department finds that the Program Administrators' eligibility criteria are not effectively tailored to increase equity by targeting communities with lower participation rates. It recommends using a geographic approach and a three-pronged test to identify eligible communities for targeted equity investment and outreach strategies.

Section 332
did not receive weatherization services (Exh. DPU-Comm 5-9). In terms of incentives, the Program Administrators intend to require weatherization as a prerequisite for moderate income 72 The Program Administrators calculate GHG emissions re...

AI summary The Program Administrators are implementing weatherization as a prerequisite for moderate-income customers to receive enhanced incentives for heat pumps. However, weatherization will not be required for low-income customers to receive heat pump incentives. The Green Communities Act acknowledges that strategic electrification may increase electricity consumption but requires such efforts to result in net GHG emissions reductions.

Section 338
D.P.U. 21-120 through D.P.U. 21-129 Page 110 enhanced incentive for prior weatherization).78 As noted above, the Program Administrators state that weatherization is provided along with heating system upgrades for low-income customers (Exh....

AI summary The Department requires Program Administrators to weatherize low-income buildings before installing heat pumps, unless impractical, and to file detailed protocols by May 2, 2022. The Department supports efforts to ensure electrification marketing reaches all customers and aligns with decarbonization goals outlined in the Massachusetts 2050 Decarbonization Roadmap.

Section 358
ng The Program Administrators eliminated the residential lighting upstream program and in-unit direct install lighting for market rate customers (see, e.g., Exh. NG-Gas-2, at 87; Exh. DPU-Comm 2-4). The Program Administrators, however, pro...

AI summary The Program Administrators propose eliminating residential lighting programs for market rate customers and renters, citing market transformation and cost-efficiency. However, they acknowledge opportunities for savings in lighting measures, though at a reduced level. DOER argues that lighting measures still provide net savings, though this is not supported by the record.

Section 361
2022 NSUARB IR-17, Attachment 3, Page 139 of 343 D.P.U. 21-120 through D.P.U. 21-129 Page 126 are within a renter’s control (CLF Brief at 25, citing Statewide Plan, Exh. 1, at 63-64). The Program Administrators are obligated to serve rente...

AI summary The document discusses the need to evaluate the impact of eliminating a lighting measure on renters and hard-to-reach customers, emphasizing the potential for inequitable outcomes. Program Administrators propose a study to assess remaining lighting savings opportunities and understand renter purchasing habits.

Section 379
potential in setting their individual 2025-2027 Three-Year Plans goals. E. Conclusion For the reasons discussed above, the Department finds that the Program Administrators’ Three-Year Plan goals are reasonable and consistent with the achie...

AI summary The Department finds that the Program Administrators' Three-Year Plan goals are reasonable and consistent with achieving all available cost-effective energy efficiency. Strategic enhancements have been incorporated to address barriers and reach underserved populations, including low-income customers and those with limited English proficiency.

Section 380
roduction In reviewing the Three-Year Plans, the Department is charged with ensuring that the Program Administrators have (1) minimized administrative costs to the fullest extent practicable and (2) used competitive procurement processes t...

AI summary The Department is tasked with ensuring Program Administrators minimize administrative costs and use competitive procurement. They must report PP&A expenditures by category and allocate at least 10% and 20% of funds to low-income sectors for electric and gas efficiency programs, respectively. Program Administrators propose spending 3.4% and 3.7% on PP&A for electric and gas programs over three years.

Section 381
Table IV.C.1 (Rev.)). Each Program Administrator’s PP&A costs as a percentage of total program expenditures for 2022 through 2024 are presented in the Gas and Electric Budget Comparison Tables (see, e.g., Exh. FGE-4, Table IV.C.2.2 (Rev.))...

AI summary The text discusses the allocation of PP&A costs for Program Administrators from 2022 through 2024, as well as the competitive procurement of services for energy efficiency programs. It also outlines the percentage of budgets allocated to low-income programs in both electric and gas sectors over a three-year period.

Section 382
App. C.1 – Electric, Table V.B (Rev.)). The gas Program Administrators project that they will spend, on average, 20.6 percent of the total energy efficiency program budget on low-income residential demand-side management and education prog...

AI summary The Program Administrators assert that they have minimized administrative costs through collaborative processes and economies of scale, citing a Department-mandated study on best practices. They also project that a significant portion of the energy efficiency program budget will be allocated to low-income residential demand-side management and education programs over the Three-Year Plan term.

Section 384
29, 2022 NSUARB IR-17, Attachment 3, Page 157 of 343 D.P.U. 21-120 through D.P.U. 21-129 Page 144 (2) quality control; (3) monitoring and evaluation; (4) potential studies; and (5) marketing (Program Administrators Brief at 58, citing Stat...

AI summary The Program Administrators argue that competitive procurement is not always appropriate for certain services due to specialized requirements or cost considerations. They also state that their proposed low-income program budgets meet statutory minimums and that they will continue to collaborate with LEAN to ensure cost-effective energy efficiency in the low-income sector.

Section 398
artment concludes that each Program Administrator’s 2022-2024 Three-Year Plan is designed to minimize administrative costs and use competitive procurement processes to the fullest extent practicable, in compliance with G.L. c. 25, §§ 19(a)...

AI summary The Department concludes that each Program Administrator's 2022-2024 Three-Year Plan minimizes administrative costs and uses competitive procurement processes in compliance with General Laws. Program Administrators must provide evidence of cost containment and reasonable service costs if non-competitive procurement is used. The Department also finds that low-income demand-side management and education programs will account for at least 10% and 20% of energy efficiency program budgets, respectively, in compliance with General Laws.

Section 483
ool by ten percent. Further, the Department has directed all Program Administrators to minimize administrative costs and will not allow recovery of certain costs until the Department has reviewed and approved the adequacy of a Council data...

AI summary The Department has directed Program Administrators to minimize administrative costs, ensure low-income customers receive weatherization before electrification, and restrict budget increases without approval. These measures aim to ensure reasonable bill impacts and increased energy savings.

Section 511
ng enhancements: (1) incentives up to 100 percent for low-and moderate-income residential multifamily new construction projects; (2) a strategic electrification offering called the “Cape and Vineyard Electrification Offering (“CVEO”)”; and...

AI summary The document outlines proposed enhancements to energy efficiency programs, including 100% incentives for low- and moderate-income multifamily new construction, a strategic electrification offering called CVEO, and incentives for municipal and small business customers. The Cape Light Compact also proposes specific incentives for weatherization and heat pumps in income-eligible and moderate-income buildings.

Section 512
ing The Compact proposes to offer a strategic electrification offering (i.e., the CVEO), which will provide enhanced incentives for the combined installation of: (1) cold-climate air-source heat pumps, (2) solar PV, and (3) behind-the-mete...

AI summary The Compact proposes a strategic electrification offering (CVEO) to provide enhanced incentives for the installation of cold-climate air-source heat pumps, solar PV, and behind-the-meter battery energy storage in non-gas heated homes, specifically targeting low- and moderate-income customers.

Section 523
Administrators to develop best practices for transitioning all customers to electrification and, in particular, low- and moderate-income customers who have historically under-participated in many energy efficiency programs (NECEC Brief at...

AI summary The document discusses the need for administrators to develop best practices for transitioning customers, especially low- and moderate-income individuals, to electrification. It also outlines the Compact's proposed enhancements to the Statewide Plan under G.L. c. 164, § 134(b), which must be reviewed in the context of the Green Communities Act.

Section 583
l 29, 2022 NSUARB IR-17, Attachment 3, Page 311 of 343 D.P.U. 21-120 through D.P.U. 21-129 Page 298 information provided in discovery, the Department has identified particular concerns regarding the historical participation record of custo...

AI summary The document discusses concerns regarding historically low participation rates in energy efficiency programs among certain customer groups, such as renters, moderate-income customers, and microbusinesses. The Compact and other Program Administrators have committed to improving access and participation, particularly in underserved communities. Data from the 2013-2017 Residential Non-Participant Customer Profile Study is referenced as foundational for identifying these disparities.

Section 585
er customer incentives than other Program Administrators (Statewide Plan, Exh. 1, App. G.1 – Cape Light Compact). See, e.g., 2019-2021 Three-Year Energy Efficiency Plans, Statewide Plan, Exh. 1, App. K – Cape Light Compact; 2016-2018 Three...

AI summary The document discusses concerns about the Cape Light Compact's energy efficiency programs, noting that it provides higher customer incentives than other Program Administrators while achieving low participation rates. It also highlights that the Compact did not meet the legal requirement to allocate at least 10% of its budget to low-income programs during 2013–2018.

Section 586
ncome programs in 2016-2018. Cape Light Compact, D.P.U. 16-127, 2013-2015 Energy Efficiency Term Report, Part One at 18 (2013-2015 Customer Sector Cost Allocation) (August 1, 2016); Cape Light Compact, D.P.U. 19-96, 2016-2018 Energy Effici...

AI summary The Cape Light Compact's energy efficiency programs have faced challenges in achieving planned benefits, particularly in low-income programs, where benefits were 47% lower during the 2016-2018 term. The Compact recovers program costs from all electric ratepayers through a fully funded mechanism, and customers cannot opt out of paying for these programs. The 2019 Plan-Year Report indicates that only 8.8% of the Compact’s budget was spent on low-income programs.

Section 587
Compact, JPE, Section II, 2019 Evaluated Budget Table (May 29, 2020). Date Filed: April 29, 2022 NSUARB IR-17, Attachment 3, Page 314 of 343 D.P.U. 21-120 through D.P.U. 21-129 Page 301 (August 1, 2019). The goal of the low-income programs...

AI summary The Department questions the Compact's ability to deliver equitable energy efficiency services to low-income customers and emphasizes the need for improved participation in historically lower-participating communities. It also highlights the Compact's unique status as a joint powers entity, which lacks the cost-containment and performance incentives applicable to investor-owned utilities.

Section 589
§ 1A. If the Compact fails to improve on its record of underspending on low-income customers, historically low participation rates among all residential customers relative to the statewide average, and overall cost-effective and cost-effic...

AI summary The Department of Energy and Resources may decertify the Compact’s energy efficiency investment plan if it fails to improve performance, particularly in low-income participation and cost-effectiveness. Certification will be based on performance and ability to meet goals equitably. The text also mentions the consolidation of EGMA/NSTAR Gas three-year plans following an acquisition.

Section 591
AR Gas-2, at 137-145; EGMA-2, at 137-145; DPU-EGMA 1-1; DPU-NSTAR Gas 1-1). NSTAR Gas and EGMA propose to continue to perform cost-effectiveness screenings on an individual-company basis (Exhs. DPU-NSTAR Gas 1-1; DPU-EGMA 1-1). Finally, NS...

AI summary NSTAR Gas and EGMA propose to jointly implement energy efficiency programs with a common design, while applying company-specific cost-effectiveness screenings. They also plan to track spending on an individual-company basis to ensure compliance with statutory requirements for low-income programs.

Section 600
AR Gas and EGMA to calculate and report performance incentives on an individual-company basis.198 2013-2015 Three-Year Plans Order, at 141. f. Conclusion With the exception of the proposed joint performance incentive mechanism, the Departm...

AI summary The Department approves the consolidated Three-Year Plan by NSTAR Gas and EGMA, with the exception of the proposed joint performance incentive mechanism. NSTAR Gas and EGMA are required to allocate 20% of their energy efficiency budgets to the low-income sector and file all required reports for the term.

Section 601
the low-income sector. In addition, NSTAR Gas and EGMA shall file all Annual Reports and Term Reports (and related documents) for this Three-Year Plans term, both on an individual and an aggregate basis. The Department will review the perf...

AI summary The text outlines requirements for NSTAR Gas and EGMA to file reports and update screening models as part of their compliance with the Three-Year Plans. It also discusses the Program Administrators' proposal to include energy savings from a Codes and Standards Compliance and Technical Support initiative in their Three-Year Plans.

Section 618
Page 325 reasonable and are consistent with the achievement of all available cost-effective energy-efficiency and demand-reduction resources. The Department has reviewed the Three-Year Plans and finds that they are constructed in a manner...

AI summary The Department of Energy and Resource Development has reviewed the Three-Year Plans and found them to be consistent with GHG emissions reduction goals. It has directed Program Administrators to implement these plans while minimizing administrative costs, using competitive procurement, and ensuring sufficient funding for low-income programs.

Section 650
between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Nova Scotia Utility and Review Board (NSUARB) Information Requests NON-CONFIDENTIAL 1 [Evidence] 2 Request IR-27: 3 4 On p. 55 of 65, E1 stated that it applied a design objective...

AI summary E1's 2023-2025 DSM Plan includes a design objective of allocating 17% to 22% of total investment to low-income support. This objective was applied to both the preferred and alternate plans, but E1 did not consider low-income programs funded by other entities like Emera/NS Power or the Province.

Section 651
R-27 Page 1 of 2 M10473 – EfficiencyOne (E1) Application for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Nova Scotia Utility and Review...

AI summary EfficiencyOne (E1) responds to information requests from the Nova Scotia Utility and Review Board (NSUARB) regarding its contractual agreements with NS Power for delivering the HomeWarming program and administering a low-income program funded by the Province of Nova Scotia. Both programs operate under contract terms with finite termination dates.

Section 678
ities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Nova Scotia Utility and Review Board (NSUARB) Information Requests NON-CONFIDENTIAL 1 Request IR-34: 2 3 Appendix A, pages 56-57 of 149, Table 18: Please explain why the ex...

AI summary E1 explains that low-income participation in the Appliance Retirement Program is estimated at 1.11%, based on an assumption that low-income Nova Scotians are 10% as likely to participate as the general population, and that they make up 11.1% of the overall population.

Section 679
ted to low-income participants. 25 26 For further information on the estimation of DSM low-income impacts for the 2023-2025 DSM 27 Plan, please refer to Attachment 1 of E1’s response to CA IR-02. Date Filed: April 29, 2022 E1 (NSUARB) IR-3...

AI summary EfficiencyOne (E1) explains that the low participation rate (approx. 1%) of low-income individuals in the Residential Instant Savings Program is based on an estimate by the Affordable Energy Coalition (AEC) that low-income Nova Scotians are 10% as likely to participate as the general population, combined with an 11.1% overall prevalence of low-income individuals.

Section 682
ities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Nova Scotia Utility and Review Board (NSUARB) Information Requests NON-CONFIDENTIAL 1 Request IR-38: 2 3 Appendix A, pages 91-92 of 149, Table 39: Please explain why the ex...

AI summary E1 explains that the low-income participation rate in the Business Energy Rebates Program is estimated at 1% based on 2020 data, using assumptions about low-income tenant prevalence in multi-unit buildings and the proportion of energy savings benefiting low-income individuals.

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t buildings through BER Mail-In were estimated to benefit low- 24 income Nova Scotians. Expressed as a percent of total BER impacts, this is the roughly 1 percent 25 referenced in the question. Date Filed: April 29, 2022 E1 (NSUARB) IR-38...

AI summary EfficiencyOne (E1) estimates that low-income impacts from BER Instant Rebates are assumed to be the same proportion as from BER Mail-In, as customer information for instant rebates is not tracked. This relates to the 2023-2025 DSM Plan and is detailed in Attachment 1 of E1’s response to CA IR-02.

E-12-(i)NSUARB IR-17 Attachment 2_ACEEE’s Entire State Database - Excel 189 passages
Section 11
ly no natural gas efficiency programs in Alabama. The most recent budgets for energy efficiency programs and electricity and natural gas savings can be found in the State Spending and Savings Tables. Last Updated: June 2017 ","In Docket 31...

AI summary Alabama lacks natural gas efficiency programs and has no Energy Efficiency Resource Standards (EERS). The APSC mandates integrated resource plans (IRP) every three years, with the last submission in 2013. Alabama Power's low-income pilot is not sustained, and no cost-effectiveness exceptions exist for low-income programs. Rate recovery is permitted for cost-effective energy efficiency initiatives.

Section 14
ce for a specific vehicle to load or unload freight during a specific time period. The systems help reduce fuel consumption, environmental impacts, and network congestion, specifically in urban areas. Last Reviewed: May 2020 ","Alabama doe...

AI summary Alabama lacks policies for low-income housing near transit and relies on the Rebuild Alabama Act 2019-2 for EV infrastructure grants. Alaska offers energy efficiency incentives, including rural building upgrades and public benchmarking. DSIRE provides Alaska's incentive data.

Section 22
rgy efficiency programs in Alaska. There is no required reporting to any central entity. Last Updated: July 2017 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs Federal funding for weatherization effo...

AI summary Alaska's low-income energy efficiency programs are funded through federal, state, and utility investments, administered by the Alaska Housing Finance Corporation. No specific cost-effectiveness rules, decoupling policies, or data release requirements exist for utilities. Coordination with WAP services is unclear, and no policies reward energy efficiency success.

Section 35
ng Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last updated: January 2019 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs No specific required spending or saving...

AI summary Arizona's 2010 ACC Decision 71819 mandates investor-owned utilities achieve 22% annual electricity savings through cost-effective programs, with DSM resources allocated to low-income customers. The Arizona Department of Housing manages weatherization funds, while cost-effectiveness rules exclude health/safety measures from calculations. Coordination with WAP services remains unclear.

Section 36
ealth and safety measures shall not be used in the calculation.” Coordination of Ratepayer-Funded Low-Income Programs with WAP Services Level of coordination is unclear from publicly available data. Last updated: April 2017 ","All the majo...

AI summary The text outlines Arizona utilities' self-direct energy efficiency programs for large customers, including participation thresholds and fund retention rules. It also references ACC approvals of revenue decoupling and lost revenue adjustment mechanisms (LRAM) for Southwest Gas, APS, TEP, and UniSource Energy Services, with specific docket numbers.

Section 38
the “Growing Smarter” Act. VMT Targets: No policy in place or proposed. Complete Streets: No policy in place or proposed. FAST Freight Plans and Goals: No finalized freight plan or goals in place. Last Reviewed: July 2019 ","Arizona does n...

AI summary Arizona lacks state-level policies for VMT targets, Complete Streets, and FAST Freight Plans. It uses federal Low-Income Housing Tax Credits to incentivize transit-proximate housing but has no state-specific programs. Electric vehicles benefit from reduced license taxes, and appliance efficiency standards exist but are largely preempted by federal laws, with exceptions for pool pumps and spas under HB 2332.

Section 40
The DOE Weatherization Assistance Program tracks houses weatherized by county. One of the priorities for weatherizing low-income households is energy burden (> 6% of household income spent on energy). Favorable net-metering rules and solar...

AI summary The U.S. Department of Energy's Weatherization Assistance Program prioritizes reducing energy burdens for low-income households. Arkansas' clean energy sector has grown significantly due to favorable net-metering and solar legislation, supported by state-sponsored training for energy certifications. HB 1663 mandates energy efficiency targets for state facilities and public agencies, requiring audits and lifecycle cost analyses.

Section 50
ergy benefits (NEBs) for low-income customers. Arkansas recently conducted a review of their current practices to assess its alignment with principles of the National Standard Practice Manual (NSPM). Further information on cost-effectivene...

AI summary Arkansas has implemented the Arkansas Weatherization Program (AWP) following regulatory approvals in 2007 and subsequent extensions. The program was created after failed attempts in the early 2000s and was later standardized in 2014. There are no specific spending or savings requirements for low-income energy efficiency programs.

Section 51
to a proposal to develop a consistent approach for weatherization programs across all Arkansas utilities, the PSC approved a uniform weatherization program in PSC Docket 13-002-U, Order No. 22 at 11. Act 1102 of 2017 (Ark. Code Ann. Sec. 2...

AI summary Arkansas has approved a uniform weatherization program for utilities, but has not implemented financial assistance programs for low-income customers as authorized by Act 1102 of 2017. Low-income energy efficiency programs are not required to meet cost-effectiveness rules, and AWP funds are coordinated with federal WAP funds to cover installation costs.

Section 52
the audit and installation is covered by the customer’s AWP utility, and the balance is paid by the customer. Customers eligible for the DOE WAP have their co-payment covered by that federal program. Last updated: June 2020 ","An Arkansas...

AI summary The text outlines eligibility criteria for opting out of energy efficiency (EE) programs in Arkansas, including requirements for Self-Direct and Opt-out customers. It also references the Arkansas PSC's approval in 2010 for investor-owned utilities to recover lost revenues from future EE programs, citing Order No. 14 Docket 08-137-U.

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ns have specific advisory group, policies, programs and metrics to ensure energy equity. State agencies involved include CEC, CPUC and California Department of Housing and Community Development (HCD). The Disadvantaged Community Advisory G...

AI summary The text discusses energy equity initiatives in California, including the Disadvantaged Community Advisory Group (DACAG), the 2019 California Energy Efficiency Action Plan, and the Energy Equity Indicators Tracking Progress report. These efforts aim to improve access to energy programs for low-income and disadvantaged communities and ensure data collection and collaboration across agencies.

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ms. The map also identifies tribal areas and provides data on low-income areas with low energy efficiency investments, low solar capacity per capita, or low clean vehicle rebate incentive investments.

AI summary The map highlights tribal areas and identifies low-income regions with limited energy efficiency investments, low solar capacity per capita, and minimal clean vehicle rebate incentives.

Section 61
f also hired a Civic Spark fellow to work directly with the cities of Arvin and Paramount in an effort to better understand the needs of the disadvantaged and low-income communities they serve. The CEC EPIC program will continue to provide...

AI summary The CEC EPIC program has implemented new scoring criteria to support disadvantaged and low-income communities through energy projects. The CPUC has multiple programs focused on energy equity, including retrofits for low-income residents in the San Joaquin Valley, which will transition them from propane or wood heating to modern heat pump equipment.

Section 62
al gas lines. Many of these residents have been using propane or wood for heating; once the San Joaquin Pilot is implemented, they will instead have modern space and water heating heat pump equipment. CPUC’s Building Initiative for Low-Emi...

AI summary The CPUC’s BUILD program funds all-electric low-income residential buildings using cap and trade revenue, with incentives for energy efficiency and affordability. The CEC provides tools like the Utility Allowance Calculator to support energy efficiency in low-income housing, and HCD offers programs that promote sustainable development and reduce GHG emissions.

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incentives. Downstream or midstream programs over $3,000 require installation by an experienced installer, or someone with active apprentices, or with a state or federal apprenticeship certification. The Clean Energy in Low-Income Multifam...

AI summary The Clean Energy in Low-Income Multifamily Building Action Plan (CLIMB Action Plan) outlines strategies to improve energy and water efficiency, demand response, renewable energy, and electric vehicle infrastructure in multifamily housing, particularly in low-income and disadvantaged communities. It includes workforce development initiatives, such as coordinating with the California Workforce Development Board (CWDB) for education and training in distributed energy resources.

Section 66
efforts in education and training supporting the development of distributed energy resources throughout the state, with a focus on multifamily buildings and low-income and disadvantaged communities.""

AI summary The text highlights efforts in education and training aimed at promoting the development of distributed energy resources, particularly in multifamily buildings and low-income and disadvantaged communities.

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(REN), and?Community Choice Aggregator (CCA)?programs. Evaluation information is available on the?CPUC web site here, and historical evaluation reports dating to the 1990s are available on?CalMAC.? California has established formal rules a...

AI summary The text discusses California's energy efficiency evaluation processes, including formal rules from CPUC decisions, cost-effectiveness tests like TRC and UCT, and the inclusion of non-energy benefits such as avoided emissions compliance costs. It also outlines requirements for low-income energy efficiency programs under the Long Term Energy Efficiency Strategic Plan.

Section 107
blishes a goal for the Commission's Energy Savings Assistance Program that, by 2020, 100% of eligible and willing customers will have received all cost-effective low-income energy efficiency measures. The Commission’s Energy Savings Assist...

AI summary The Commission's Energy Savings Assistance Program aims to provide cost-effective low-income energy efficiency measures to 100% of eligible and willing customers by 2020. It is funded by ratepayers and governed by Public Utility Code Section 2790, which requires utilities to balance cost-effectiveness with reducing hardships for low-income households.

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stablishes program funding, energy savings targets, and household treatment/participation goals for each utility through a Decision. Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs Currently California applies the Energy...

AI summary The text discusses the coordination of low-income energy efficiency programs in California, including the use of cost-effectiveness tests, funding from AB 32 cap-and-trade revenues, and collaboration between utilities and the California Department of Community Services & Development. It highlights the integration of programs and cost-sharing mechanisms to improve energy savings and reduce GHG emissions.

Section 109
installed measures that are common to both programs, thereby preserving LIWP funds for measures that the ESA Program does not provide. Coordination of Ratepayer-Funded Low-Income Programs with SB350 SB 350 was passed in 2015 establishing a...

AI summary The text discusses California's energy efficiency initiatives, including SB 350, which sets energy savings targets and requires studies on barriers to low-income participation. It also addresses the lack of structures for large customers to self-direct energy efficiency efforts and outlines the history of decoupling mechanisms for gas and electric utilities in California.

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Last Reviewed: July 2020 ","The California Transit Oriented Development (TOD) Housing Program, administered by the Department of Housing and Community Development (HCD) provides $2.85 billion for housing and infrastructure programs within...

AI summary The California Transit Oriented Development (TOD) Housing Program provides $2.85 billion for housing and infrastructure near transit stations, requiring 15% of units to be affordable. HCD’s AHSC Program and other initiatives prioritize low-income housing near transit, with funding and requirements outlined in Assembly Bill 101 and Health and Safety Code.

Section 126
To be successful, projects generally need to score all 10 possible points. The scale has a long list of possible points related to transit, parks, libraries, full scale groceries, schools, medical facilities, pharmacies and services. This...

AI summary Projects in California can earn points for proximity to transit and providing discounted passes, encouraging reduced driving and increased transit use. Low-Income Housing Tax Credit projects may also participate in the Multifamily Private Activity Bonds program. California has multiple legislatively created funding sources for public transit.

Section 155
Primary cost-effectiveness test(s) used: total resource cost test Secondary tests used: participant cost test, ratepayer impact measure test, utility cost test, societal cost test The evaluation of ratepayer-funded energy efficiency progra...

AI summary Colorado uses the Total Resource Cost (TRC) test as the primary cost-effectiveness test for ratepayer-funded energy efficiency programs. Additional tests include participant cost, ratepayer impact measure, utility cost, and societal cost tests. Evaluations are conducted by utilities and administered under formal rules, with non-energy benefits considered in a 10% adder.

Section 156
Requirements for State and Utility Support of Low-Income Energy Efficiency Programs No specific level of spending is required, although utilities and the state offer a variety of low-income programs. In 2007, the Colorado General Assembly...

AI summary The text outlines requirements for state and utility support of low-income energy efficiency programs in Colorado, referencing HB 1037 and the establishment of Energy Outreach Colorado. It also discusses cost-effectiveness rules for these programs, including adjustments to the TRC test to account for non-energy benefits.

Section 157
-energy benefits that are likely to accrue from DSM services to low-income customers.” This was increased further to 50% for low-income measures and products in April 2018 under Decision No. C18-0417. To avoid unintended impacts to calcula...

AI summary The text discusses the exclusion of low-income DSM program costs from benefit calculations when the TRC is below 1.0 and the coordination of low-income energy assistance programs with WAP services. It also mentions self-direct programs for large customers offered by Xcel Energy and Black Hills.

Section 163
2005 baseline). The Colorado GHG roadmap process is currently in progress with results and recommended GHG reduction measures to be presented to the State Air Quality Control Commission in Fall 2020. Complete Streets: The state has impleme...

AI summary Colorado is working on a GHG roadmap with goals for reducing emissions, implementing a complete streets policy, and developing freight electrification strategies. The state lacks specific programs to incentivize low-income housing near transit but considers transit proximity in federal funding. The 2020 EV Plan includes actions for equitable EV access.

Section 167
the state-funded incentives on DSIRE and below, Connecticut has enabled Property Assessed Clean Energy (PACE) financing and has an active program. For additional information on PACE, visit PACENation. Healthy Homes Initiative: The Connecti...

AI summary Connecticut has implemented several energy efficiency and assistance programs, including the Property Assessed Clean Energy (PACE) financing, the Connecticut Efficient Healthy Homes Initiative (CTEHHI), and the CT Energy Assistance Program (CEAP), which target energy efficiency, health, and financial assistance for low-income households.

Section 169
terest rates of 0% to 2.99% with a maximum term of two years. In calendar year 2016, this program financed 3 projects for $113,050 in energy efficiency and energy efficiency/renewable energy projects. Low Income Multifamily Energy (LIME) L...

AI summary The text describes several energy efficiency and renewable energy financing programs, including low-interest loans for energy efficiency projects, unsecured loans for multifamily properties, and innovative financing models for low-to-moderate income residents. These programs aim to support the implementation of energy efficiency and renewable energy measures.

Section 196
creening Project. Further information on health and environmental benefits is available in ACEEE’s Overview of State Approaches to Account for Health and Environmental Benefits of Energy Efficiency. Independent evaluation, measurement, and...

AI summary Connecticut’s energy efficiency programs, including the HES-Income Eligible program, are evaluated through an independent process and are aimed at reducing energy costs for low-income customers. These programs are supported by Public Act 11-80 and are central to the state’s goal of weatherizing 80% of existing homes by 2030.

Section 197
2030. This goal was established by Public Act 11-80, Section 33, An Act Concerning the Establishment of the Department of Energy Environmental Protection and Planning for Connecticut’s Energy Future. Connecticut’s utilities are required to...

AI summary Connecticut's HES-Income Eligible program requires utilities to meet specific savings metrics and allocate budgets based on revenue from low-income customers. The program also provides financing for energy efficiency improvements and health/safety remediation. Cost-effectiveness rules for the program are based on the Total Resource Cost test, though exceptions are not explicitly outlined.

Section 198
cost-effectiveness rules are in place for the HES-Income Eligible program. More information regarding B/C testing of efficiency programs in Connecticut can be found in Chapter 5 of the 2019-2021 Plan. Conn. Gen. Stat. §16-24a required DEEP...

AI summary The text discusses cost-effectiveness rules for the HES-Income Eligible program and references a 2013 review by the Bureau of Energy and Technology Policy (BETP) recommending against implementing a Low Income Discount Rate (LIDR) due to existing programs providing greater benefits. It also outlines the coordination between utilities and Community Action Agencies (CAAs) for the Weatherization Assistance Program (WAP) in Connecticut.

Section 199
y efficiency measures for WAP projects, including: ductless heat pumps, domestic hot water measures, administrative fees, heating system replacements, insulation, LED bulbs and fixtures, and windows. Under the Energy Affordability Docket,...

AI summary The document discusses energy efficiency measures for low-income programs in Nova Scotia, including ductless heat pumps and insulation, as well as behavioral-based strategies in Connecticut to help customers reduce energy consumption. It also references legislation in Connecticut requiring decoupling of distribution revenues from sales volume.

Section 203
ric, and fuel-cell vehicles from 2018 to 2025 with the goal of commercializing advanced vehicle technologies that will reduce emissions and improve energy diversification in the transportation sector. Last Reviewed: July 2019 ","Transporta...

AI summary The text discusses transportation and land use integration policies in Connecticut, including growth management principles, complete streets policy, and housing incentive zones. It also outlines freight plans and mentions the absence of VMT targets and policies related to electric vehicles and fuel-cell technologies.

Section 228
as formed to help guide the council on all aspects of EM&V, ensuring compliance of EM&V activities with the regulations, and striving for consistency in the execution of EM&V activities statewide. Further information on cost-effectiveness...

AI summary Delaware has established legislative energy savings targets through SB 106, setting up a Sustainable Energy Trust Fund to support energy efficiency programs. A portion of the fund is allocated to the Weatherization Assistance Program. Additionally, electric utility restructuring legislation from 1999 mandates Delmarva Power and Light to collect funds for low-income fuel assistance and weatherization programs.

Section 229
annually) from customers to be forwarded to the Department of Health and Social Services, Division of State Service Centers, to be used to fund low-income fuel assistance and weatherization programs. The Delaware Weatherization Assistance...

AI summary The Delaware Weatherization Assistance Program aims to complete 400 homes annually and is funded by a $4 million allocation from the merger of Exelon and Delmarva Power. The program's funds are used to support energy efficiency initiatives for low-income households and must be approved by the Energy Efficiency Advisory Council and the Public Service Commission.

Section 230
st be officially recommended by the EEAC and approved by the PSC. The Delaware Public Service Commission approved Delmarva Power's low-income settlement distribution plan at a hearing on May 22, 2018. Energize Delaware was selected to be t...

AI summary Delmarva Power's low-income settlement distribution plan was approved by the Delaware Public Service Commission in 2018. Energize Delaware manages $4 million in funds for low-income energy efficiency programs, with applications for Large-Scale and Community-Scale programs being reviewed. The EEAC's EM&V subcommittee recommended a net-to-gross ratio of 1 for low-income energy efficiency programs.

Section 231
ers. The EM&V Committee recommended a proposed net-to-gross ratio for low-income programs to be 1. This includes income-eligible HES, low-income multi-family, and low-income new construction programs. The EM&V Committee in 2016 recommended...

AI summary The EM&V Committee recommended a net-to-gross ratio of 1 for low-income energy efficiency programs and specific non-energy benefits. These programs are coordinated with WAP and other funding sources. The Low-Income Energy Efficiency Committee of the EEAC was formed to develop cost-effective programs, including working with existing services like WAP, LIHEAP, and others.

Section 232
rograms identified include the Weatherization Assistance Program (WAP), Low-Income Home Energy Assistance Program (LIHEAP), SHARING Fund, Beat the Peak, and Assisted Home Performance with Energy Star. The Weatherization Assistance Program...

AI summary The document discusses energy efficiency programs in Delaware, including the Weatherization Assistance Program (WAP), Low-Income Home Energy Assistance Program (LIHEAP), and the Pre-Weatherization Program. These programs assist low-income families with home repairs and energy efficiency services, with the Pre-Weatherization Program addressing structural issues to enable access to WAP. Delaware does not allow large customers to self-direct energy efficiency funds or opt-out of such programs.

Section 235
creation of low-income housing near transit facilities, nor does it consider the proximity of transit facilities when distributing federal Low-Income Housing Tax Credits to qualifying property owners. This year the state re-launched the “G...

AI summary The text discusses Delaware's efforts to improve transportation access for low-income individuals through programs like 'Get a Job, Get a Ride' and DART Connect, as well as legislative initiatives such as Complete Community Enterprise Districts aimed at promoting transit-oriented development. However, it notes that current policies do not adequately support low-income housing near transit or consider transit proximity in credit distribution.

Section 237
cember 31, 2020, but is expected to be renewed for additional funding. Last Reviewed: July 2020 ",0 out of 3,"Delaware has not set appliance standards beyond those required by the federal government. Last Reviewed: June 2019 ", District of...

AI summary The text discusses energy efficiency initiatives in Delaware and the District of Columbia, including appliance standards, financial incentives, and grant programs aimed at promoting energy efficiency. It also mentions minimum spend requirements and savings goals in low-income communities.

Section 238
imum spend requirement was $3,854,487 and the DCSEU spend was $4,037,174. The savings target minimum was 23,278 MMBtu (electric and fuel unit equivalents), and the DCSEU achieved 37,868 MMBtu in 2019. The DOEE has sought eligible entities...

AI summary The DCSEU exceeded its energy savings target in 2019, achieving 37,868 MMBtu compared to the minimum of 23,278 MMBtu. The DOEE is seeking entities to research utility burden among low- and moderate-income residents. The Clean and Affordable Energy Act of 2008 and the Clean Energy DC Omnibus Amendment Act of 2018 set benchmarking requirements for buildings over specific square footage thresholds.

Section 259
itching programs). For more information on Energy Efficiency Resource Standards, click here. Last reviewed: April 2022 "," Cost-effectiveness test(s) used: SCT Uses a deemed savings database: yes Evaluation of ratepayer-funded energy effic...

AI summary The Clean and Affordable Energy Act of 2008 mandates the evaluation of energy efficiency programs in the District of Columbia, using the Social Cost Test (SCT) as the primary cost-effectiveness test. The legislation also established the Energy Assistance Trust Fund (EATF) to support low-income energy efficiency programs, with a requirement that 20% of expenditures be directed to these programs.

Section 260
SEU shall “improve the energy efficiency of low-income housing in the District of Columbia.” For the 2017-2021 program cycle the low-income spending requirement was adjusted to 20% of expenditures. Cost-Effectiveness Rules for Low-Income E...

AI summary The DCSEU is required to improve energy efficiency in low-income housing in the District of Columbia. For the 2017-2021 cycle, 20% of expenditures must be directed to low-income programs. While no specific cost-effectiveness rules apply, a 5% adder is used for non-energy benefits. The WAP is coordinated with DCSEU to increase weatherization efforts using additional funds from the IQEF.

Section 267
the GHG inventory. Complete Streets: DC Department of Transportation has a complete streets policy in place that accommodates all modes of transportation in the maintenance and construction of roads. FAST Freight Plans and Goals: The Distr...

AI summary The District of Columbia has policies in place for complete streets, low-income housing near transit, and exemptions for fuel-efficient vehicles. It is also working on a Transportation Electrification Roadmap to support carbon neutrality by 2050. However, there is no policy in place for freight energy or greenhouse gas reduction goals.

Section 270
otential assessment, and recommendations for energy conservation measures. FRED will reimburse farmers up to 80% of the cost to implement the recommendations from the energy evaluation, up to $25,000. Efficiency and Renewable Improvements...

AI summary The text discusses two energy-related programs in Florida: FRED, which provides financial assistance to farmers for energy conservation measures, and ERICA, which supports energy efficiency and renewable improvements in commercial aquaculture. It also mentions the Florida Energy and Climate Plan, focusing on reducing energy burdens for low-income communities and evaluating energy equity across the state.

Section 271
tionate impact of environmental hazards on vulnerable populations. This study will provide much needed information on the current status of energy equity within Florida, which has yet to be evaluated. The FDACS Office of Energy is looking...

AI summary The FDACS Office of Energy is working to promote energy equity through various programs, including the Florida Wastewater Treatment Plant Energy Program, and is also supporting workforce development initiatives such as EnergyWhiz Events and the Youth Energy Academy. These efforts aim to reduce energy burden and promote clean energy education in Florida.

Section 287
g Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Updated: January 2020 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs Utilities that fall under Florida Statut...

AI summary The text discusses requirements for low-income energy efficiency programs under Florida Statute 366.82, referencing Commission orders PSC-14-0696-FOF-EU and PSC-2019-0509-FOF-EG. It mentions the submission of DSM Plans by utilities for the 2020-2024 period and the absence of mandated spending/savings levels for these programs. Coordination with WAP services and state agencies is also noted.

Section 290
and maintenance. FAST Freight Plans and Goals: Florida has a state freight plan that identifies a multimodal freight network, but it does not include freight energy or greenhouse gas reduction goals. The Strategic Intermodal System (SIS) P...

AI summary Florida has a state freight plan focusing on multimodal transportation but lacks freight energy and greenhouse gas reduction goals. Public transit access is encouraged through incentives for low-income housing near transit facilities. The EV Roadmap and EVMP emphasize the role of transit in EV implementation, including targets for municipal and transit fleet electrification by 2025 and 2030.

Section 301
g Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Updated: August 2019 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs Although no minimum spending or saving re...

AI summary The text discusses Georgia Power's low-income energy efficiency programs, including funding allocations and program structures, as well as the absence of explicit cost-effectiveness rules and self-direction options for large customers. It highlights initiatives such as the Income-Qualified Tariff Based Energy Efficiency Pilot and the Income-Qualified (Crowd-Funding) program.

Section 310
ble energies are generated, and how energy systems are relevant to their lives and the climate crisis; and, direct residents to helpful energy financial assistance programs available across the State. The Hawai?i State Energy Office (HSEO)...

AI summary The Hawai?i State Energy Office (HSEO) is working with AmeriCorps VISTA members to develop an equity playbook focusing on energy and transportation. This includes evaluating the impact of energy and climate initiatives on low-to-moderate income and marginalized communities, as well as reviewing tools to identify vulnerable populations.

Section 321
ility for doing so falls on the EEPS Technical Working Group established in 2012. Current energy efficiency targets in Hawaii are set in HI PUC Order, Docket No. 2010-0037 and are subject to revision. Hawaii has no energy efficiency resour...

AI summary Hawaii uses the Total Resource Cost Test (TRC) as its primary cost-effectiveness test for energy efficiency programs, with evaluations administered by the Hawaii Public Utilities Commission. The state has no energy efficiency resource standard for natural gas due to its minimal role in the energy portfolio. Low-income energy efficiency programs receive guidance from the PUC, with a focus on affordability and accessibility.

Section 322
21% of the funding is going to ""affordability and accessibilty - Hard To Reach"" categories, which include low-income populations. COVID-response planning also increases focus in this area for PY20. Hawaii Energy's 2019-2021 Triennial Pla...

AI summary The document discusses Hawaii's energy efficiency programs, focusing on affordability and accessibility for low-income populations, the absence of specific cost-effectiveness adjustments for low-income programs, and the implementation of a decoupling mechanism for utilities. It also highlights the lack of coordination between ratepayer-funded low-income programs and the Weatherization Assistance Program (WAP).

Section 325
creation of low-income housing near transit facilities, but it does consider the proximity of transit facilities when distributing federal Low-Income Housing Tax Credits to qualifying property owners. HSEO’s 2015 Hawai‘i Clean Energy Initi...

AI summary The document discusses the importance of transit-oriented development (TOD) in reducing carbon emissions and improving transportation affordability in Hawai‘i. It mentions the Hawai?i Interagency Council for TOD and the integration of clean transportation metrics. Additionally, it highlights equity considerations in transportation electrification.

Section 336
2019 "," Primary cost-effectiveness test(s) used: utility cost test (Avista, PacifiCorp) Secondary cost-effectiveness test(s) used: total resource cost test and participant cost test Each utility is required to conduct an impact and proces...

AI summary The document outlines the cost-effectiveness tests used by utilities, including the utility cost test (UCT) and total resource cost test (TRC), and mentions Order No. 33365, which directed Idaho Power Company to use these tests for program evaluation. It also references the Database of State Efficiency Screening Practices (DSESP) and recommendations from PUC staff regarding low-income energy efficiency programs.

Section 337
he staff also provided recommendations and comments on changes utilities could make regarding cost-effective calculations and procedures, some of which included the calculation of non-energy benefits. In April 2013, the PUC largely adopted...

AI summary The PUC adopted recommendations on cost-effective calculations for low-income weatherization programs in 2013, encouraging the inclusion of non-energy benefits but not creating a specific cost-effectiveness test. Idaho Power offers self-directed energy efficiency funding for large customers, while other utilities like Avista and PacifiCorp do not.

Section 357
indirect costs to consumers. It serves the public interest to allow natural gas utilities to recover costs for reasonably and prudently incurred expenses for cost-effective energy efficiency measures. Last reviewed: July 2019 ","Summary: E...

AI summary The text discusses the regulation of energy efficiency programs in Illinois, including the Illinois Power Agency Act (IPAA), the Energy Efficiency Resource Standards (EERS), and the Future Energy Jobs Bill (SB 2814). These measures set incremental energy savings targets for utilities and require investment in low-income energy efficiency programs.

Section 360
te Approaches to Account for Health and Environmental Benefits of Energy Efficiency. Last reviewed: July 2019 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs In December 2016, the Illinois State Legis...

AI summary The Future Energy Jobs Bill (SB 2814) in Illinois mandates electric utilities to implement low-income energy efficiency programs with specific funding requirements. The legislation also excludes these programs from the total resource cost-effectiveness (TRC) test. The Illinois Department of Commerce and Economic Opportunity administers weatherization funds through the Illinois Home Weatherization Assistance Program (IHWAP), which is supported by multiple funding sources including DOE WAP, HHS grants, and state-level charges.

Section 377
Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Reviewed: January 2020 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs Before Senate Bill 340 terminated Energiz...

AI summary The document outlines the discontinuation of the Income-Qualified Weatherization Program under Energizing Indiana after Senate Bill 340, and discusses current cost-effectiveness rules for low-income energy efficiency programs under Senate Bill 412 and Indiana Code. It also notes the opt-out policy for investor-owned utilities based on demand thresholds.

Section 381
tion on streets. FAST Freight Plans and Goals: Indiana has a state freight plan that identifies a multimodal freight network, but it does not include freight energy or greenhouse gas reduction goals. Last Reviewed: July 2019 ","Indiana doe...

AI summary The text discusses Indiana's lack of state-level freight energy and greenhouse gas reduction goals, absence of programs to incentivize low-income housing near transit, and limited appliance standards. It also mentions House Bill 1101 related to public transportation funding and notes that Iowa has energy efficiency programs and financial incentives, but does not allow energy savings performance contracting.

Section 382
y efficiency within the state. ","Financial Incentive information for Iowa is provided by the Database of State Incentives for Renewables and Efficiency (DSIRE Iowa) and State Energy Office contacts. Last Updated: July 2018 ","The Energy E...

AI summary The Energy Efficiency and Conservation Pillar of the State Energy Plan aims to expand and diversify energy resources and programs in Iowa, with a focus on underserved areas, low-income housing, and energy assistance programs. IEDA supported initiatives such as the High-Performance Home Plan and the Prison Industries Training Program to promote energy efficiency.

Section 395
y benefits such as asset value, natural gas savings, and appliance water savings. Iowa also accounts for avoided environmental costs. Low-income programs do not need to pass a cost-effectiveness test. Further information on cost-effectiven...

AI summary Iowa's energy efficiency programs for low-income customers are exempt from cost-effectiveness tests. The Iowa Code and IAC regulations mandate inclusion of such programs in utility plans without requiring specific spending levels. Coordination with WAP services is also discussed. Resources like the DSESP and ACEEE provide further information on cost-effectiveness and health/environmental benefits.

Section 396
nergy efficiency need not be cost-effective and shall not be considered in determining cost-effectiveness of plans as a whole."" Coordination of Ratepayer-Funded Low-Income Programs with WAP Services IPL, Black Hills Energy, and MidAmerica...

AI summary The Weatherization Assistance Program (WAP) in Iowa is implemented by IPL, Black Hills Energy, and MidAmerican Energy through the Iowa Utility Association. The program provides energy efficiency measures to low-income households, prioritizing elderly, disabled, and families with young children. The Iowa Division of Community Action Agencies (DCAA) evaluates the program annually to identify training and technical assistance needs.

Section 398
ewed: July 2019 ",3.5 out of 12,"Iowa integrates transportation and land use planning, and 4% of the fees for new vehicle registration support public transportation. ","No policy in place or proposed. Last Reviewed: July 2019 ","Transporta...

AI summary Iowa has integrated transportation and land use planning through S.F. 2389, which promotes energy efficiency and development near transportation hubs. Additionally, 4% of new vehicle registration fees support public transportation. However, no policies exist for VMT targets, complete streets, or low-income housing near transit. The state has a freight plan but lacks energy efficiency goals, and it funds alternative transportation programs annually.

Section 407
g Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Reviewed: January 2020 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs No specific required spending or saving...

AI summary The text discusses energy efficiency policies in Kansas, noting the absence of specific requirements for low-income programs, no self-direct or opt-out programs, and no mandatory release of energy use data. It also mentions the Kansas Corporation Commission's consideration of decoupling and shared savings mechanisms, though no plans have been approved.

Section 421
ustomers’ energy use through efficiency and load management. However, the statute does not specifically address low-income programs. Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs Requirements for low-income programming...

AI summary The text discusses the regulation of low-income energy efficiency programs, referencing a 1997 proceeding and Case No. 1997-083 that established cost-effectiveness rules. It also describes Duke Energy's self-direct program, which is available only to certain industrial customers and does not involve cost-sharing or verification of savings.

Section 423
. Last Reviewed: July 2019 ","Transportation and Land use Integration: No policy in place or proposed. VMT Targets: No policy in place or proposed. Complete Streets: No policy in place or proposed. FAST Freight Plans and Goals: Kentucky ha...

AI summary The text discusses the absence of specific policies in Kentucky related to transportation and land use integration, VMT targets, complete streets, and appliance standards. It notes the presence of a state freight plan but no freight energy or greenhouse gas reduction goals. Additionally, it mentions the lack of state programs to incentivize low-income housing near transit facilities, though proximity is considered in federal tax credit distribution.

Section 424
centives not present on DSIRE is listed here. Energy Fund Loan Program: Provides low interest loans for energy efficiency projects at schools and other public facilities. Last Updated: July 2018 "," We were unable to determine if the state...

AI summary The text discusses energy efficiency initiatives, including loan programs for public facilities, legislative requirements for state buildings to exceed energy codes, and fleet efficiency measures. It also notes the absence of specific policies addressing equity or clean energy workforce development.

Section 430
ow-income programs. Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs No specific adjustments or exceptions to general cost-effectiveness rules are in place for low-income programs. In its original Quick Start portfolio fi...

AI summary The document discusses low-income energy efficiency programs in Louisiana, noting that no specific cost-effectiveness adjustments apply to them. Entergy submitted an income-qualified program that initially failed the TRC test but was later revised and approved. The Louisiana Public Service Commission authorized an LCFC mechanism for efficiency programs in its Quick Start rules, which was implemented by electric utilities starting in 2014. There is no state-level policy to decouple utility profits from sales.

Section 436
wners. RPAs also provide training and assistance on low-income clean energy programs to municipal staff, or staff of community organizations or other stakeholders, that support low-income populations. Merrimack Valley Renewal Fund: In July...

AI summary The Merrimack Valley Renewal Fund, established after the 2018 gas explosions, provides $41 million for debt relief and clean energy initiatives in affected communities. A portion of the funds is dedicated to low- and moderate-income residents through partnerships with community organizations, including housing repairs, energy efficiency upgrades, and workforce development. Local stakeholders and community feedback are guiding program development.

Section 468
m the Massachusetts Energy Efficiency Advisory Council, a stakeholder body chaired by the state Department of Energy Resources (DOER). The Department of Public Utilities has regulatory responsibility. All investor-owned gas and electric ut...

AI summary The Massachusetts Energy Efficiency Advisory Council (EEAC) oversees energy efficiency programs, including the Mass Save® program, which is sponsored by investor-owned utilities and energy efficiency administrators. At least 10% of electric and 20% of gas efficiency funds must be allocated to low-income residential programs. Program budgets and savings data are available online.

Section 472
fits associated with asset value, productivity, economic well-being (reduced arrearages, terminations and reconnections), comfort, other fuels (natural gas, oil, propane, wood), and water savings. Further information on cost-effectiveness...

AI summary The text discusses Massachusetts' low-income energy efficiency programs, funded by a 0.25 mills per kWh charge on electric customers and a conservation charge on natural gas customers. Additional funding came from the 2008 Green Communities Act, which mandated specific percentages of program funds be allocated to low-income initiatives. The goal was to standardize implementation across utilities.

Section 473
on further directed that these programs be implemented through the low-income weatherization and fuel assistance program network with the objective of standardizing implementation among all utilities. Low-income residents are served throug...

AI summary The text discusses the implementation of low-income energy efficiency programs in Massachusetts through the Mass Save® initiative, which targets income-eligible residents. It outlines eligibility criteria based on income levels and existing programs such as LIHEAP. The state uses the TRC test to evaluate the cost-effectiveness of these programs, with additional benefits considered for low-income initiatives.

Section 474
y Efficiency Programs Massachusetts relies on the TRC test as its primary test for DSM programs, but it specifically calculates additional benefits from low-income programs in its benefit-cost ratio. D.P.U. 08-50-B specifies that an Energy...

AI summary Massachusetts uses the TRC test for evaluating DSM programs, with special consideration for non-energy benefits in low-income programs. These benefits include health improvements, productivity gains, and safety reductions. The D.P.U. 08-50-B outlines the inclusion of non-energy benefits in Energy Efficiency Plans, and there is a focus on coordinating low-income programs with WAP services.

Section 475
sleep, reduced risk of carbon monoxide poisoning, reduced risk of fire, and reduced reliance on high interest, predatory loans. Coordination of Ratepayer-Funded Low-Income Programs with WAP Services Coordination occurs through the Massachu...

AI summary The text discusses the coordination of ratepayer-funded low-income energy programs in Massachusetts, particularly through the LEAN initiative, which works with CAP agencies and WAP services to provide integrated, no-co-payment weatherization and assistance programs. It also highlights an enhanced weatherization offering by Bay State Gas Company and additional funding from the Massachusetts Attorney General for low-income homes.

Section 483
as an Education, Communications and Outreach Working Group; part of this group's work focuses on ""addressing any disproportionate impacts of climate change on low-income and vulnerable communities."" While there are not specific goals, an...

AI summary The text discusses efforts by the Maryland Office of People's Counsel to address energy affordability and disproportionate impacts of climate change on low-income and vulnerable communities. It also covers legislation establishing a Clean Energy Workforce Account and offshore wind workforce training programs, funded through initiatives like RGGI.

Section 502
(s) and verified by the PSC's independent evaluator. EM&V is done on an annual basis and results are filed with the Commission between March/April for evaluation and between May/June for verification. According to the Database of State Eff...

AI summary Maryland uses the Total Resource Cost Test (TRC) as its primary cost-effectiveness test for energy efficiency programs, excluding low-income programs. The EmPOWER Act of 2008 required utilities to address low-income communities, and the Maryland Department of Housing and Community Development became the sole implementer of limited-income programs in compliance with Order No. 84569.

Section 503
rder No. 87082, issued in July 2015, directed the Limited-Income Work Group to consider and develop a recommended post-2015 goal for the EmPOWER limited-income programs no later than February 1, 2016. In February 2016, the Work Group relea...

AI summary Order No. 87082, issued in 2015, directed the Limited-Income Work Group to develop a post-2015 goal for EmPOWER limited-income programs. In 2016, the group released a report without consensus on a recommendation. Order No. 88964 from 2018 directed the group and DHCD to report on limited-income participation and savings in EmPOWER by 2019.

Section 510
ng term state funding for weatherization through a one-half percent gross receipts tax on all non-transportation fuels sold in the state. This fund raises about $6M/year for low-income weatherization. Heat Saver Loan Program: This low-inte...

AI summary The text discusses a state funding mechanism for weatherization through a tax on non-transportation fuels, raising $6M/year for low-income programs. It also describes the Heat Saver Loan Program, which provides low-interest loans for weatherization and efficient heating system installations in Vermont.

Section 512
g closely with the VCC and their consultants to coordinate on this stakeholder engagement, so as to not overburden communities and make sure insights from the process are incorporated into both plans. All VT EEU's have low-income sector mi...

AI summary The text discusses stakeholder engagement efforts in Vermont, including coordination with the VCC and consultants, low-income sector spending requirements, energy burden studies, and the development of equity impact assessment tools and guiding principles for a just transition.

Section 532
te Approaches to Account for Health and Environmental Benefits of Energy Efficiency. Last reviewed: June 2020 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs Efficiency Vermont (EVT), the state’s ener...

AI summary Efficiency Vermont (EVT) is funded through a systems benefits charge and is required to achieve a minimum level of low-income energy efficiency spending. The state also funds low-income programs through the Weatherization Trust Fund, which is supported by a gross-receipts tax. Vermont applies a 15% adjustment to the cost-effectiveness screening tool for low-income programs.

Section 533
test for decision making. A 15% adjustment is applied to the cost-effectiveness screening tool for low-income customer programs. Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Vermont Office of Economic Opportun...

AI summary The text discusses the coordination of low-income weatherization programs with WAP services in Vermont, including Efficiency Vermont's role in supplementing state and federal programs with additional energy-efficient measures. It also mentions available self-direct energy efficiency options for electric and gas customers.

Section 543
vels. Green Loan Loss Reserve: This program, offered by the Michigan Energy Office through a third-party contractor, guarantees loans for energy efficiency projects, primarily in multifamily housing. Community Energy Management Program: Th...

AI summary The text discusses energy efficiency programs in Michigan, including the Green Loan Loss Reserve and the Community Energy Management Program, as well as the MI Healthy Climate Plan and the Five Pillars for a Just Transition. It also mentions the 2008 Clean, Renewable, and Efficient Energy Act and the Low-Income Workgroup established by the Michigan Public Service Commission to address low-income energy needs.

Section 544
ity providers, and community stakeholders every month to address low-income specific issues with the goal of enhancing available initiatives so they may better serve the needs of low-income customers. One of the five pillars of Michigan's...

AI summary The text discusses Michigan's efforts to address low-income energy needs through stakeholder engagement and the Pay it Forward pillar of the Just Transition plan, which focuses on creating clean energy jobs and workforce development. It also mentions Public Act 295, which aims to reduce state government energy purchases by 25% by 2015 through energy efficiency measures and the use of LEED standards.

Section 559
on cost-effectiveness screening practices for Michigan is available in the Database of State Efficiency Screening Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Updated: January 2019 ","Requirements...

AI summary This text discusses Michigan's low-income energy efficiency programs under SB 438, which mandates a 1% annual energy savings requirement for utilities but does not specify spending or savings levels for low-income programs. It also notes that cost-effectiveness rules in SB 438 exempt low-income programs from demonstration requirements.

Section 560
waste reduction programs, excluding program offerings to low-income residential customers, will collectively be cost-effective.” Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Bureau of Community Action and Econ...

AI summary The document discusses the coordination of ratepayer-funded low-income energy-efficiency programs with the federal Weatherization Assistance Program (WAP) in Michigan. It highlights the role of the Bureau of Community Action and Economic Opportunity (BCAEO) and the settlement reached by MPSC staff with stakeholders and utilities in 2018 to enhance low-income programming. Additional incentive payments and monthly coordination meetings are also mentioned.

Section 561
s who assist the low income with bill payment. Many utilities coordinate their energy efficiency programs with these organizations to further assist low-income households with their home energy needs. Last reviewed: August 2020 ","Self-dir...

AI summary The text discusses self-direct programs for large energy users and changes in decoupling mechanisms for energy efficiency programs. It notes that Act 342 now allows electric utilities with fewer than 100,000 customers to propose decoupling, following the overturning of previous legislation due to lack of statutory authority.

Section 570
ustrial and commercial businesses, or healthcare facilities seeking to finance energy efficiency and/or renewable energy projects. This program is administered by the Minnesota Department of Commerce. Public Entity Energy Audit and Renewab...

AI summary The document outlines various loan programs in Minnesota aimed at supporting energy efficiency and renewable energy projects for businesses, public entities, and schools. It also discusses statutory requirements for low-income spending by utilities to ensure participation in energy efficiency initiatives.

Section 571
inimum low-income spending requirement for public (i.e., investor-owned) is equal to 0.4% of gas IOUs’ three-year average residential GOR and 0.2% of electric IOUs’ three-year average residential GOR. Many CIP low-income programs (most of...

AI summary The text outlines minimum low-income spending requirements for public utilities, notes the historical leniency in cost-effectiveness standards for low-income programs, and highlights a study evaluating the effectiveness of these programs. It also mentions Clean Energy Economy, a group advocating for clean energy in Minnesota.

Section 587
y for Minnesota to examine how it might consider development of a cost-effectiveness framework for efficiency that incorporates the key principles in the National Standard Practice Manual (NSPM). Further information on cost-effectiveness s...

AI summary The text discusses Minnesota's requirements for low-income energy efficiency programs, including statutory mandates for utility spending and cost-effectiveness frameworks. It references resources like the National Standard Practice Manual (NSPM) and the Database of State Efficiency Screening Practices (DSESP) for further information.

Section 588
natural gas utilities from 0.2% to 0.4% of their most recent three-year average gross operating revenue from residential customers. Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs The rules for benefit-cost tests are sta...

AI summary The text outlines cost-effectiveness rules for low-income energy efficiency programs under Minnesota statutes and regulations, allowing utilities to exclude certain costs and benefits from financial incentive calculations. It also describes the coordination of ratepayer-funded low-income programs with WAP services under the Minnesota Department of Commerce.

Section 589
he department allows for coordination of services for low-income households. The Department of Commerce Energy Assistance Program (EAP) offers a simple one-stop shop for applying to EAP, WAP, and CIP. APPRISE Incorporated recently complete...

AI summary The document discusses the Low Income Customer Incentive Program (LI CIP) in Minnesota, highlighting its performance and opportunities for improvement through collaboration. It also outlines the self-direct option for large customers, including exemption from CRM fees and the role of the Department of Commerce in managing these accounts.

Section 593
ed it in 2016. FAST Freight Plans and Goals: Minnesota has a state freight plan that identifies a multimodal freight network, but it does not include freight energy or greenhouse gas reduction goals. Last Reviewed: April 2021 ","Minnesota...

AI summary Minnesota has a state freight plan but lacks freight energy and greenhouse gas reduction goals. The state incentivizes low-income housing near transit facilities and provides tolling credits for BEVs. Mississippi offers energy efficiency loan and lease programs and leads by example with energy requirements for fleets and benchmarking.

Section 604
ng Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Updated: August 2019 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs No specific required spending or savings...

AI summary The text discusses Mississippi's energy efficiency policies, including the absence of specific cost-effectiveness rules for low-income programs, the lack of self-direct or opt-out programs, and the integration of energy efficiency into an updated Integrated Resource Planning and Reporting rule. It also notes the absence of policies to release energy use data and transportation-related policies.

Section 605
stem development. ","No policy in place or proposed. Last Reviewed: July 2019 ","Transportation and Land Use Integration: No policy in place or proposed. VMT Targets: No policy in place or proposed. Complete Streets: In 2010, the Mississip...

AI summary The document outlines Mississippi's lack of state-level policies in several areas including transportation and land use integration, vehicle miles traveled (VMT) targets, and low-income housing near transit facilities. It also notes that Mississippi has not set appliance standards beyond federal requirements and has no state programs to incentivize low-income housing near transit.

Section 607
hat may be used for energy efficiency measures through building renovations, repairs and maintenance or purchase of equipment and facilities for businesses, farming operations and multifamily housing. Last Updated: July 2018 ","Division of...

AI summary The Division of Energy (DE) is in the early stages of the Missouri State Energy Planning (MoSEP) process, engaging stakeholders and focusing on affordability and equity for low-income consumers. A regional approach is being taken to ensure marginalized groups' interests are represented effectively.

Section 608
nity and organizational leaders of marginalized groups to have their interests and needs heard to a greater degree than might have been possible through a more generalized approach to energy planning. The Missouri Energy Efficiency Advisor...

AI summary The document highlights the importance of involving marginalized communities in energy planning and discusses Missouri's approach through the Missouri Energy Efficiency Advisory Collaborative, including a Low-Income Work Group. Missouri Public Service Commission rules require market potential studies to include energy savings from low-income demand-side programs.

Section 609
l, regardless of cost-effectiveness, of energy savings from low-income demand-side programs. Energy savings from multi-family buildings that house low-income households may count toward this target."" DE anticipates the inclusion of clean...

AI summary The document discusses DE's initiatives to support low-income demand-side programs, workforce development in clean energy, and energy efficiency in public and agricultural sectors. It highlights efforts such as grant programs, energy audits, and low-interest loans to reduce energy costs and support workforce training.

Section 630
atewide TRM has not yet been approved by the Missouri Public Service Commission. Natural gas utilities use all five cost effectiveness tests as governed by 4 CSR 240-22.070(8) and 4CSR 240-20.093(8). Further information on cost-effectivene...

AI summary Missouri's cost-effectiveness rules for low-income energy efficiency programs include the use of the total resource cost (TRC) test and exemptions for certain programs. The state requires utilities to include funding for low-income weatherization in their rates, and coordination with WAP services is emphasized.

Section 631
to meet a cost-effectiveness test, so long as the commission determines that the program or campaign is in the public interest.” Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Division of Energy administers the...

AI summary The Division of Energy administers the state Weatherization Assistance Program (WAP) and coordinates with investor-owned utilities to ensure consistent implementation with US DOE WAP guidelines. Funds are distributed to local agencies for cost-effective energy savings, and some agencies also implement Healthy Home Programs. The Missouri Housing Development Commission offers a weatherization loan program under RSMo 215.062.

Section 632
to implement Healthy Home Programs to complement low-income energy efficiency programs (CAASTLC). The Missouri Housing Development Commission implements a weatherization loan program per RSMo 215.062. Last reviewed: July 2019 ","4 CSR 240-...

AI summary The text outlines eligibility criteria for opting out of utility-offered demand-side programs in Missouri, including requirements for large customers and those with comprehensive energy efficiency plans. It also describes the process for submitting and reviewing these opt-out requests, involving the Missouri Public Service Commission.

Section 651
g Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Reviewed: January 2020 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs SB 150, passed in 2015, made changes to...

AI summary This text discusses Montana's requirements for state and utility support of low-income energy efficiency programs, including changes made by SB 150 in 2015. It outlines the cost-effectiveness rules for these programs and describes how low-income programs are coordinated with WAP services.

Section 665
ance Network (NEAN) to fund and coordinate low-income assistance including weatherization and billing assistance. Last updated: July 2017 ","There are no self-direct or opt-out programs in Nebraska. Last updated: July 2017 ","There is curr...

AI summary The text discusses Nebraska's lack of policies related to energy efficiency, transportation, and low-income housing near transit. It notes the absence of self-direct or opt-out programs, decoupling of utility profits, and incentives for efficient transportation systems. Nebraska also lacks policies requiring the release of energy use data and has not set appliance standards beyond federal requirements.

Section 680
g Project (NESP). Further information on health and environmental benefits is available in ACEEE’s Overview of State Approaches to Account for Health and Environmental Benefits of Energy Efficiency. Last Updated: May 2019 ","Requirements f...

AI summary Nevada established the Nevada Fund for Energy Assistance and Conservation (FEAC) through a universal energy charge, with 25% allocated to the Nevada Housing Division for low-income energy efficiency programs. Legislation in 2017 required utilities to set aside at least 5% of efficiency program expenditures for low-income customers and exempted low-income programs from cost-effectiveness screening if the overall DSM portfolio meets requirements.

Section 681
olds do not require a cost–benefit analysis. 2017 legislation established that low-income programs do not have to pass cost effectiveness screening as long as the portfolio of all DSM programs passes. Also a non-energy benefits adder of 25...

AI summary The text discusses the treatment of low-income programs in demand-side management (DSM), including the application of non-energy benefits adders and the absence of self-direct or opt-out provisions in Nevada. It also outlines the approval of a revenue recovery mechanism for DSM programs by the Public Utilities Commission of Nevada.

Section 686
ntial customers through loans for multifamily efficiency projects, renewable energy projects, or an interest-rate buydown program for utilities when they do Home Performance with Energy Star projects. Last Updated: July 2017 ","The Home En...

AI summary The Home Energy Assistance (HEA) Program supports low-income customers with energy efficiency improvements, funded by the system benefit charge. The program budget is 17% of the total plan budget, with unused funds carried forward. RSA 374-F:3, VI, mandates that at least 20% of system benefit charge funds for energy efficiency be spent on low-income programs. Workforce training is also part of energy efficiency programs, and there is no current disclosure policy in place.

Section 700
Approaches to Account for Health and Environmental Benefits of Energy Efficiency. Last Updated: January 2019 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs Per Settlement Agreement, the Home Energy A...

AI summary The document outlines requirements for state and utility support of low-income energy efficiency programs, including budget allocations and cost-effectiveness rules. It mentions the Home Energy Assistance Program's budget allocation and the use of the Total Resource Cost (TRC) test framework. Additional considerations include adders for low-income programs and ongoing evaluations of non-energy impacts.

Section 701
and results are expected to be incorporated into the final year of the current 2018-2020 triennium, i.e., the 2020 Update Plan. Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Utilities continue to collaborate cl...

AI summary The document discusses coordination of low-income weatherization programs in New Hampshire with Community Action Agencies (CAAs) and the Weatherization Assistance Program (WAP). It also outlines the Energy Efficiency Resource Standard (EERS) for 2018-2020, including targets for electric and natural gas savings. The EERS was approved by the New Hampshire Public Utilities Commission in 2016.

Section 706
ents. The NHDOT Statewide Freight Plan was approved by FHWA on February 11, 2019. Additional information is available on the NHDOT project website. Last Reviewed: July 2021 ","Public transit access New Hampshire does not have any state pro...

AI summary New Hampshire does not have state programs to incentivize low-income housing near transit facilities. It uses federal funds for electric vehicle infrastructure, prioritizing areas with air quality issues. The state also funds transportation programs for seniors and individuals with disabilities, with federal funding covering up to 80% of costs.

Section 710
Last Updated: July 2018 ","The Clean Energy Act calls for the Board to adopt programs that “ensure universal access to energy efficiency measures, and serve the needs of low-income communities,” and the Energy Master Plan establishes that...

AI summary The Clean Energy Act and Energy Master Plan emphasize universal access to energy efficiency, focusing on affordability, equity, and environmental justice. The Board of Public Utilities established an Office of Clean Energy Equity and an Equity Working Group to integrate equity metrics into energy efficiency programs and promote economic development for minority- and women-owned businesses.

Section 711
iteria among state programs, Additionally, the utility targets and incentive/penalty structure considers performance in the category of low-moderate income programs as part of its evaluation criteria. The Board of Public Utilities is estab...

AI summary The Board of Public Utilities is forming a Workforce Development Working Group to enhance energy efficiency programs with a focus on workforce development and job training for underrepresented and disadvantaged groups. The Clean Energy Act of 2018 mandates commercial building benchmarking using the USEPA Portfolio Manager tool.

Section 732
d party contract with Rutgers University Center of Energy, Economic and Environmental Policy (CEEEP) in order to keep the evaluation independent from the direct oversight of the NJBPU and the Program. According to the Database of State Eff...

AI summary New Jersey uses the Total Resource Cost Test (TRC) as its primary cost-effectiveness test for energy efficiency programs, though non-energy benefits are not consistently valued. The state's low-income energy efficiency program, New Jersey Comfort Partners, is funded by a systems benefit charge and has expanded income eligibility limits to 250% of the Federal Poverty Guidelines. Annual goals for customer service and energy savings are set in program filings.

Section 733
Annual goals for energy savings and the number of customers served are established in the program filings, during FY2018 the program served 3,894 households and saved 4,394,902 kWh and 248,973 Therms. Cost-Effectiveness Rules for Low-Incom...

AI summary The document outlines the annual goals for energy savings and customer service in low-income energy efficiency programs, noting that the Comfort Partners Program does not require cost-effectiveness tests. It also mentions the 2020 approval of a NJ cost test with a 10% adder for low-income benefits and coordination with WAP services.

Section 734
ing and approved priority list. In 2020, the BPU approved the NJ cost test, which includes a 10% adder for low-income benefits. Coordination of Ratepayer-Funded Low-Income Programs with WAP Services In addition to opportunities through Com...

AI summary The document discusses New Jersey’s Weatherization Assistance Program (WAP), administered by the Office of Low-Income Energy Conservation (OLIEC) within the New Jersey Department of Community Affairs (DCA), which aims to reduce energy consumption and costs for low-income households, particularly those with high energy burdens or who are elderly or disabled.

Section 735
energy conservation measures, including but not limited to building shell, air-sealing, hot water conservation measures, attic, sidewall, and foundation insulation and electric base load measures. In order to expand access for low-income r...

AI summary The document discusses energy conservation measures and the collaboration between NJBPU and NJDCA to expand access to energy efficiency programs for low-income residents. It highlights the Memorandum of Understanding (MOU) approved in 2018, as well as the Board's June 2020 EE order requiring utilities to provide non-competing low and moderate income energy efficiency programs and the development of an integrated energy efficiency and health and comfort program.

Section 742
ss and mobility to pedestrians, bicyclists, transit users of all ages and abilities through the planning, design, construction, maintenance and operation of new and retrofit transportation facilities. FAST Freight Plans and Goals: New Jers...

AI summary New Jersey's freight plan focuses on moving road freight traffic to off-peak hours to reduce congestion and idling but lacks freight energy or greenhouse gas reduction goals. The state does not have programs to incentivize low-income housing near transit, but considers transit proximity when distributing federal Low-Income Housing Tax Credits. Zero-emission vehicles are tax-exempt, and there are incentives for purchasing electric vehicles and home charging equipment.

Section 744
the Database of State Incentives for Renewables and Efficiency (DSIRE New Mexico). The state does enable Property Assessed Clean Energy Financing (PACE), but it does not have any active PACE programs. Last Updated: July 2017 ","The final s...

AI summary The state of New Mexico enables PACE financing but lacks active PACE programs. It has used Clean Energy States Alliance funds to support LMI trades training and developed the PV-on-a-Pole solar concept. A USDOE-funded modeling effort is underway to evaluate energy efficiency policies and their impact on LMI communities.

Section 764
ceived by the public utility for program costs must be specifically directed to energy efficiency programs for low-income customers. Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs The utility cost test (UCT) is conducte...

AI summary The document outlines the Utility Cost Test (UCT) used in New Mexico for evaluating the cost-effectiveness of low-income energy efficiency programs. HB 267 mandates that the commission quantify or assign a reasonable value to economic benefits such as reductions in working capital and improved customer service. The New Mexico Administrative Code later codified that 20% of calculated energy savings should be assumed as the reasonable value of these benefits.

Section 773
investments accruing to disadvantaged communities. The CLCPA establishes a Climate Justice Working Group, which will be responsible for establishing criteria for defining disadvantaged communities. In the Order Authorizing Utility Energy E...

AI summary The CLCPA establishes a Climate Justice Working Group to define disadvantaged communities. The Public Service Commission directed utilities to allocate 20% of energy efficiency budgets to low-to-moderate-income initiatives. NYSERDA is investing $108 million to train 40,000 workers, focusing on middle-skill jobs and supporting disadvantaged populations.

Section 805
will measure direct impacts (i.e., impacts expected from pilots and projects directly funded by NYSERDA) as well as indirect impacts (i.e., longer-term market effects from follow-on market activity). Further information on cost-effectivene...

AI summary The text discusses the EmPower New York program, administered by NYSERDA, which provides no-cost energy services for low-income households. It also references a PSC Order requiring NYSERDA to invest in LMI initiatives using Market Development funds from the Clean Energy Fund.

Section 806
over the initial three year period.” Market Development is one of four distinct portfolios supported by the Clean Energy Fund; the others include Innovation & Research, NY-Sun, and the NY Green Bank. NYSERDA and the PSC have recommended ad...

AI summary The text discusses energy affordability initiatives, including the Clean Energy Fund's Market Development portfolio and programs targeting Low and Moderate Income (LMI) consumers. It outlines programs such as the EmPower Replacement Program and Consolidated Edison’s Multifamily Program, which provide energy efficiency solutions for low-income customers. PSC-established budgets and savings targets for LMI programs are also mentioned.

Section 807
roviding additional demand-side management resources. PSC-authorized orders in December 2018 and January 2020 established annual utility-specific LMI program budgets and savings targets through 2025. In December 2018, the PSC ordered the d...

AI summary The PSC has established LMI program budgets and savings targets through 2025, requiring a minimum of 20% of additional energy efficiency investments to go to low-income markets. Cost-effectiveness rules for these programs consider specific low-income benefits, and the LMI portion of the portfolio may be assessed separately from the overall BCA.

Section 808
e. However, because of the sizable increase in LMI funding, the LMI portion of a portfolio may be removed from the portfolio BCA and considered separately. Coordination of Low-Income and WAP Services New York State Homes and Community Rene...

AI summary The text discusses the coordination of Low-Income (LMI) and Weatherization Assistance Program (WAP) services in New York, highlighting the roles of various organizations such as HCR, NYSERDA, and KEDLI in supporting low-income households through energy efficiency and weatherization initiatives.

Section 809
, Inc. Economic Opportunity Council of Suffolk, Inc., NYSERDA’s EmPower New York, Community Development Corporation of Long Island, Inc., and United Way of Long Island’s Project Warmth as appropriate. New York State has convened a low-inco...

AI summary The document outlines the establishment of a low-income energy task force in New York State, involving multiple agencies and organizations, to improve the alignment and impact of publicly funded low-income energy programs. It also references a 2015 Commission order requiring the development and implementation of Self-Direct Program Guidelines by utilities and large industrial customers.

Section 814
ater treatment, water supply, education, and housing projects) are consistent with the relevant Smart Growth Criteria specified in the Act. In 2014, this Act was modified to add a resiliency criteria. VMT Targets: In 2008, New York adopted...

AI summary New York has implemented various transportation policies and funding mechanisms to promote energy efficiency and reduce VMT. These include VMT reduction targets, complete streets policies, and freight plans. State funds and federal Low-Income Housing Tax Credits are also allocated based on transportation proximity. Assembly Bill 8180 increased fees to support public transit and created the MTA Financial Assistance fund.

Section 817
Database of State Incentives for Renewables and Efficiency (DSIRE North Carolina). The state does enable Property Assessed Clean Energy Financing (PACE), but it does not have any active PACE programs. Last Updated: July 2018 ","The state's...

AI summary North Carolina enables PACE financing but has no active programs. The state has climate and energy policies focusing on low-income communities, including job creation, public health, and workforce development. There is currently no disclosure policy in place.

Section 831
pursuant to low-income programs; however, low-income programs are generally not required to meet cost-effectiveness thresholds. Coordination of Ratepayer-Funded Low-Income Programs with WAP Services There is limited coordination between ut...

AI summary The text discusses the eligibility for opt-out in North Carolina's energy programs, the coordination of low-income programs with weatherization services, and the cost recovery mechanisms approved for Duke Energy and Dominion. These mechanisms include shared savings models and performance incentives.

Section 834
creation of low-income housing near transit facilities, nor does it consider the proximity of transit facilities when distributing federal Low-Income Housing Tax Credits to qualifying property owners. Last Reviewed: July 2021 ","In 2009 No...

AI summary The text discusses the absence of specific policies in North Carolina and North Dakota related to low-income housing near transit facilities, appliance standards, energy efficiency grants, and equity-related metrics in energy plans. It also notes the lack of research centers focused on energy efficiency in North Dakota.

Section 839
re. Last Updated: July 2017 ","There are no formally approved ratepayer-funded energy efficiency programs in North Dakota. For more information on Evaluation Measurement and Verification, click here. Last Reviewed: January 2020 ","Requirem...

AI summary North Dakota lacks formal ratepayer-funded energy efficiency programs, decoupling policies, and transportation efficiency initiatives. The state has some transportation planning requirements but no specific energy or greenhouse gas reduction goals for freight. Policies related to low-income programs and data transparency are also absent.

Section 851
ation on cost-effectiveness screening practices for Ohio is available in the Database of State Efficiency Screening Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Updated: May 2019 ","Requirements f...

AI summary Ohio's Universal Service Fund and Electric Partnership Program (EPP) support low-income energy efficiency initiatives, with $15 million allocated annually for the EPP. Cost-effectiveness is evaluated using the Total Resource Cost (TRC) and Utility Cost Test (UCT). The Ohio Development Services Agency coordinates these programs with federal weatherization efforts.

Section 861
d individual measure level screening. The rules for benefit-cost tests are stated in Title 165 CC Chapter 35 Electric Utility Rules. Gas utilities are subject to the same rules (See OAC k165:45-23-7). According to the Database of State Eff...

AI summary Oklahoma uses the Total Resource Cost (TRC) as its primary cost-effectiveness test for energy efficiency programs, with a lower threshold for low-income programs. Electric utilities are required to propose and implement demand portfolios, including programs for low-income customers, every three years under OAC 165:35-41-4. Non-resource benefits may be included in the TRC but are not commonly used in practice.

Section 862
ted to low-income or hard-to-reach customers may have lower threshold cost-effectiveness results than other efficiency programs. Coordination of Ratepayer-Funded Low-Income Programs with WAP Services Beginning in 2017 ONG combined the deli...

AI summary The text discusses the coordination of low-income energy efficiency programs with WAP services, the opt-out policies for transportation-only gas and electric customers, and the revenue recovery mechanisms and performance-based ratemaking used by Oklahoma gas utilities, including shared benefit incentive plans.

Section 864
d Land Use Integration: Smart growth strategies in Oklahoma have been adopted on a local basis (Link). VMT Targets: No policy in place or proposed. Complete Streets: No policy in place or proposed. FAST Freight Plans and Goals: Oklahoma ha...

AI summary The text discusses Oklahoma's transportation and land use policies, including the adoption of smart growth strategies, the absence of VMT targets, the presence of a state freight plan aligned with FAST requirements, and the lack of state programs incentivizing low-income housing near transit. It also notes the creation of the Office of Mobility and Public Transit in 2019 and the availability of tax credits for commercial alternative fueling infrastructure.

Section 866
ement Program (TGM) provides local governments with funding for planning projects that lead to more livable, economically vital, transportation-efficient, sustainable, pedestrian-friendly communities. Last Updated: July 2018 ","OHCS leads...

AI summary The text discusses programs and initiatives aimed at reducing energy burdens for low-income households in Oregon, including research on energy burden by race, engagement with BIPOC communities, and workforce development strategies for low-income multifamily projects. It also outlines diversity, equity, and inclusion performance metrics applied by OPUC to Energy Trust.

Section 891
will be cost-effective during the period?the program is offered;? f. Are included in a pilot or research project; or? g. Are required by law or are consistent with Commission policy or direction? Further information on cost-effectiveness s...

AI summary The text discusses requirements for low-income energy efficiency programs in Oregon, including legislation requiring utilities to allocate funds for public purposes, cost-effectiveness rules, and the coordination of programs with WAP services. It references specific orders and legislation related to these programs.

Section 892
o not apply to low-income weatherization programs, such as the Weatherization Assistance for Qualified Customers Program (WAQC). Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Oregon Housing and Community Servic...

AI summary The text discusses the administration of low-income weatherization programs in Oregon, including the Weatherization Assistance for Qualified Customers Program (WAQC), and the coordination of these programs with the Weatherization Assistance Program (WAP). It also describes Senate Bill 1149, which directed Oregon's largest utilities to collect a public purpose charge for energy conservation and renewable projects, with exceptions for large electric consumers.

Section 898
ad to more livable, sustainable, and economically vital communities. This planning increases opportunities for transit, walking and bicycling. https://www.oregon.gov/lcd/TGM/Pages/Planning-Grants.aspx A Local Improvement District (LID) is...

AI summary The text discusses Oregon's efforts to create more livable and sustainable communities through transit-oriented planning, including the use of Local Improvement Districts (LID) for public infrastructure projects. It outlines greenhouse gas reduction goals set by the state, including targets under ORS 468A.205 and OAR 660-044, and highlights Complete Streets requirements under ORS 366.514. The text also notes the absence of state programs to incentivize low-income housing near transit facilities.

Section 899
creation of low-income housing near transit facilities, but it does consider the proximity of transit facilities when distributing federal Low-Income Housing Tax Credits to qualifying property owners. Oregon Department of Transportation is...

AI summary The Oregon Department of Transportation is conducting a Transit and Housing Study to improve housing and transit access for low-income households. The study will explore policies to increase equitable access to transportation and housing, with a focus on electrification and affordability.

Section 901
Oregon Charge Ahead Rebate: This rebate is for the purchase or lease of a new or used zero-emission vehicle (battery electric, plug-in hybrid electric) for low- to moderate-income Oregonians. Eligibility for the program is dependent on inc...

AI summary The Oregon Charge Ahead Rebate supports low- to moderate-income residents in purchasing zero-emission vehicles. The rebate is $2500 and can be combined with the state’s Clean Vehicle rebate. Oregon Public Utilities Commission Order No. 18-376 emphasizes funding underserved communities through Clean Fuels Credit funds. HB 2165 mandates a .25% surcharge on retail sales to fund transportation electrification programs, with half of the funds directed to underserved communities.

Section 902
ness and effectiveness of the Charge Ahead rebate to low- and moderate-income communities and providing guidebooks for local governments and multi-unit dwellings and residents with off-the-shelf information to help them more easily plan fo...

AI summary The document discusses initiatives aimed at improving EV charging infrastructure in Oregon, including the Charge Ahead rebate, the TEINA study, and specific programs by PGE and the Department of Environmental Quality. It also references state legislation and funding mechanisms for transportation infrastructure and transit districts.

Section 923
on cost-effectiveness screening practices for Pennsylvania is available in the Database of State Efficiency Screening Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Updated: August 2019 ","Requireme...

AI summary The Pennsylvania Public Utility Commission (PUC) established requirements for low-income energy efficiency programs, including cumulative energy savings targets and coordination with the Low-Income Usage Reduction Program (LIURP). These programs are mandated under the Electric and Gas Choice Competition Act and are part of the Universal Service Programs for customers at or below 150% of the Federal Income Poverty Guidelines.

Section 924
ow 150% of the Federal Income Poverty Guidelines. Details are available in each years’ Universal Service Report on the PUC website. Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs In Order M-2015-2468992, the PUC specifi...

AI summary The Pennsylvania Public Utilities Commission (PUC) uses the total resource cost (TRC) test as its primary cost-effectiveness test for low-income energy efficiency programs. There is no separate TRC test for low-income programs, and no performance incentives are in place for successful programs. Coordination between weatherization and energy efficiency programs is managed through a 2016 Memorandum of Understanding (MOU) that has not been publicly posted.

Section 928
sector. Complete Streets: A comprehensive complete streets policy was adopted by the state DOT that mandates that highway and bridge projects must evaluate the needs of pedestrians and bicycle users. FAST Freight Plans and Goals: In August...

AI summary Pennsylvania has adopted a complete streets policy, submitted a freight movement plan, and established a public transportation trust fund. However, the state lacks state-level programs to incentivize low-income housing near transit and does not set appliance standards beyond federal requirements. The Alternative Fuels Incentive Grant Program provides rebates for alternative fuel vehicles.

Section 938
hed a Low and Moderate Income (LMI) working group specific to Community Solar. This group discussed various barriers to participation that existed and attempts to address them through program changes. Other efforts included partnering with...

AI summary Rhode Island's Office of Energy Resources (OER) has established a Low and Moderate Income (LMI) working group focused on Community Solar and partnered with community organizations to develop energy equity metrics. OER also hired a full-time Energy Justice Program Manager to advance energy equity, leading to initiatives like updated energy burden data and mapping clean energy assets.

Section 940
ack the success and efficacy of these efforts and develop additional metrics, with significant community input, to evaluate how local marginalized groups are impacted by energy policy and programming. Rhode Island's State Energy Plan - Ene...

AI summary Rhode Island's Energy 2035 Plan includes policies supporting low-income and underserved customers through programs like WAP and LIHEAP, enhanced incentives for air source heat pumps, and targeted energy efficiency initiatives. The plan also emphasizes equitable heating sector transformation and sets specific funding levels for income-eligible programs in utility energy efficiency plans.

Section 963
Approaches to Account for Health and Environmental Benefits of Energy Efficiency. Last Updated: January 2019 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs The Comprehensive Energy Conservation, Effi...

AI summary The document outlines requirements for state and utility support of low-income energy efficiency programs under the Comprehensive Energy Conservation, Efficiency and Affordability Act of 2006. It discusses funding allocations for residential income-eligible programs, cost-effectiveness rules, and the coordination of ratepayer-funded programs with WAP services.

Section 964
ons of Rhode Island programs, the state has relied on Massachusetts’ benefit valuation work, as they have similar program types. Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Rhode Island Department of Human Se...

AI summary Rhode Island coordinates its Low-Income Weatherization Assistance Program (WAP) with the LIHEAP program through collaboration between the Department of Human Services (DHS) and CLEAResult. A Weatherization Technical Committee was formed to share expertise and develop policies. Additionally, revenue decoupling was enacted in 2010 and implemented by National Grid in 2011.

Section 979
including low-income citizens, are met.” No minimum requirements for low-income energy efficiency spending or savings are specified. Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs Dominion Energy of South Carolina, Duke...

AI summary The text discusses low-income energy efficiency programs in South Carolina, including cost-recovery mechanisms for utilities and coordination with WAP services. It also highlights programs like Project SHARE and Help My House, which provide assistance to low-income households, and mentions opt-out provisions for large commercial customers.

Section 981
centives based on the net present value of each program using the Utility Cost Test (Docket No. 2009-261-E). The PSC approved Duke Energy’s Save-A-Watt program (See Dockets 2007-358-E and 2008-251-E). Last Updated: June 2020 ","South Carol...

AI summary South Carolina lacks policies requiring utilities to release energy use data, has no state programs incentivizing low-income housing near transit, and has not set appliance standards beyond federal requirements. The state has a freight plan and complete streets legislation but no VMT targets or transportation and land use integration policies.

Section 988
g Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Reviewed: January 2020 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs No specific required spending or saving...

AI summary South Dakota does not have specific spending or savings requirements for low-income energy efficiency programs, and coordination with WAP services is unclear. Lost revenue adjustments are used by utilities, with mechanisms approved by the Public Utilities Commission. Performance incentives are in place, using fixed percentages to cover lost revenues from energy efficiency programs. No policy mandates the release of energy use data to customers or third parties.

Section 989
s intended to cover lost revenues due to EE programs. Last Updated: July 2018 ","South Dakota has no policy in place that requires utilities to release energy use data to customers or third parties. Last Updated: July 2018 ",2 out of 12,"T...

AI summary South Dakota lacks policies to encourage efficient transportation systems, does not have state programs to incentivize low-income housing near transit, and has not set appliance standards beyond federal requirements. Tennessee, on the other hand, offers various financial incentives for energy efficiency and leads by example with energy-efficient buildings and fleets.

Section 992
ending, the State of Tennessee / Tennessee Department of Environment and Conservation (TDEC), and the Tennessee Valley Authority (TVA). Last Updated: July 2018 ","Community and stakeholder engagement TDEC OEP has created several resources...

AI summary The Tennessee Department of Environment and Conservation (TDEC) Office of Energy Programs (OEP) has developed resources and funded programs to bring energy efficiency opportunities to low-income communities. These include the Low-Income Energy Efficiency Funding Matrix and plans for an Energy Affordability web resource to increase awareness of energy improvement opportunities.

Section 993
etc.). The office will work with the TDEC Office of External Affairs and other community partners to circulate the resources and provide increased awareness of these energy improvement opportunities. TDEC OEP and OPSP also convened the Sin...

AI summary The Tennessee Department of Environment and Conservation (TDEC) has engaged in efforts to improve energy efficiency for low-income households through the Exchange Group, which includes various state and local agencies, utilities, and non-governmental entities. A resource manual was developed to support the design and implementation of energy efficiency programs targeting low-income single and multifamily stakeholders.

Section 995
he program will support increased diversity and inclusion by encouraging participation among underrepresented minority groups, including military veteran, rural, and first-generation college students. Several Tennessee entities also provid...

AI summary The program aims to increase diversity and inclusion by encouraging participation from underrepresented groups. Examples include Tennessee's SEEED and BIG programs, which focus on workforce development in clean energy and environmental fields, targeting low-income and young adult communities.

Section 996
nability practices and programs, such as for residential energy efficiency and weatherization projects. BIG also provides job shadowing opportunities and job placement assistance for all participants. THDA offers a Low-Income Housing Tax C...

AI summary THDA offers LIHTC to support low-income rental housing, with tax credits based on development costs and number of units. Competitive applicants can earn additional points for energy efficiency measures and certifications. Other programs like LIHEAP and WAP are also mentioned.

Section 997
es had been placed into service under the program. THDA continued to update its LIHTC interactive map that displays properties assisted through the program since 1989. Other programs, LIHEAP, and WAP THDA offers a Low-Income Housing Credit...

AI summary THDA administers the Low-Income Housing Credit (LIHC) and the Weatherization Assistance Program (WAP) in Tennessee. LIHC provides tax credits for low-income rental housing, with energy efficiency requirements. WAP assists low-income households in reducing fuel costs through energy efficiency and education. As of Q3 2020, significant funding was allocated to both programs.

Section 998
olds that include young children, elderly, or disabled members are given priority for service. By Q3 2020, THDA allocated $9,695,185 to eligible candidates under the Weatherization Assistance Program. Finally, THDA administers Tennessee’s...

AI summary The Tennessee Housing Development Authority (THDA) administers the Weatherization Assistance Program and the Low-Income Home Energy Assistance Program (LIHEAP), allocating significant funds to assist low-income households. Additionally, the State of Tennessee transferred building energy management responsibilities to TDEC OEP via Executive Order No. 63, and SFUM was established to provide utility insights to State facilities.

Section 1036
egislature on their work. The 2021 Report featured the initial draft of a 5-year strategic plan and the 2022 report will include the final Strategic Plan that includes objectives for the next 5-years. Statewide Job Access Reverse Commute:...

AI summary The document discusses transportation planning initiatives in Tennessee, including the Statewide Job Access Reverse Commute program, the Pedestrian Road Safety Initiative, and the Low Income Housing Credit Qualified Allocation Plan. These efforts aim to improve transportation access in underserved areas and promote equitable transportation electrification.

Section 1057
in Texas relies on both legislative mandates (Senate Bill 1125) and regulatory orders. The Public Utility Commission of Texas (PUCT) hires an independent third-party contractor to perform evaluations. In 2011, the Texas Legislature enacted...

AI summary Texas uses legislative mandates like SB 1125 and regulatory frameworks such as P.U.C. SUBST. R. 25.181 to guide energy efficiency programs. The state employs the utility cost test (UCT) as its primary cost-effectiveness test and uses a savings-to-investment ratio for low-income programs. The Database of State Efficiency Screening Practices (DSESP) provides further details on cost-effectiveness screening.

Section 1058
targeted low-income energy efficiency program are not less than 10% of the utility’s energy efficiency budget for the program year.” Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs In an Order adopted September 28, 2012,...

AI summary The text discusses cost-effectiveness rules for low-income energy efficiency programs, specifically the use of the Savings-to-Investment ratio (SIR) methodology in Texas. It also outlines the separation of utility-administered low-income programs from WAP services and notes that Texas does not decouple utilities’ profits from sales, with a failed decoupling bill in 2009.

Section 1060
,3.5 out of 12,"Although Texas has issued legislation supporting complete streets, it has not pursued other policies that encourage efficient transportation systems. ","No policy in place or proposed. Last Reviewed: May 2020 ","Transportat...

AI summary Texas has implemented some transportation and energy policies, such as Complete Streets guidelines and the Texas Emissions Reduction Program, but lacks comprehensive policies on transportation and land use integration, VMT targets, and incentives for low-income housing near transit. The state has adopted plumbing standards for toilets and urinals but has not pursued other efficient transportation system policies.

Section 1064
ast Updated: July 2017 ",,,"No policy in place or proposed Last Updated: July 2017 ",0 out of 2,"The US Virgin Islands has not set appliance standards beyond those required by the federal government. Last Updated: July 2016 ", Utah,22,20.5...

AI summary The US Virgin Islands has not implemented appliance standards beyond federal requirements. Utah offers financial incentives for energy efficiency, including PACE financing, and has revised its C-PACE program. The state also supports energy efficiency through its Governor's Office of Energy Development and the Weatherization Assistance Program (WAP).

Section 1065
technicians to the home, thereby increasing WAPs bandwidth and ability to respond. Utah currently has no specific required spending or savings requirements for low-income energy efficiency programs. The Office of Energy Development through...

AI summary Utah's Weatherization Assistance Program (WAP) enhances technician skills through hands-on training and certifications. The Office of Energy Development supports energy code education and partnerships with educational institutions. Utah lacks specific spending or savings requirements for low-income energy efficiency programs, and there is no disclosure policy in place.

Section 1086
requirements for annual reporting PacifiCorp are articulated in Docket No. 17-035-04. The PSC’s formal requirements for evaluation for Dominion are articulated in Docket Nos. 05-057-T01 and 07-057-05. Utah uses four of the five classic ben...

AI summary The document outlines the regulatory requirements for energy efficiency programs in Utah, including the use of benefit-cost tests and the support provided by Rocky Mountain Power for low-income weatherization services through partnerships with state agencies.

Section 1087
ding of 50% of the cost of approved measures is leveraged by HCD with the federal funding they receive, allowing more homes to be served each year. Services are at no cost to the program participants. Dominion annually provides $500,000 of...

AI summary The text discusses low-income energy efficiency programs in Utah, including funding sources, eligibility criteria, and cost-effectiveness rules. It highlights Dominion's contribution of $500,000 annually, the use of specific tests for program approval, and coordination with the Weatherization Assistance Program (WAP).

Section 1088
s requirements are identified in Docket No. 05-057-T01 (Questar was the gas utility name prior to merger with Dominion Energy). Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Utah Division of Housing and Communi...

AI summary The Utah Division of Housing and Community Development administers the Weatherization Assistance Program (WAP), which provides noncash grants to eligible households for energy-efficiency improvements. The program is managed through eight approved non-profit or governmental agencies across the state.

Section 1093
with the Wasatch Choice Vision and helps residents living throughout the region enjoy a high quality of life through enhanced mobility, better air quality, and improved economic opportunities. Source. Utah’s Inland Port development has inc...

AI summary The text discusses transportation and housing initiatives in Utah, including the Wasatch Choice Vision, Inland Port development, and housing policies prioritizing proximity to public transit. It also mentions transportation funding mechanisms, legislation, and the absence of VMT targets or freight energy reduction goals.

Section 1094
portation funding; Utah Department of Transportation’s Road Usage Charge program; local option transportation sales taxes; class B&C road funds; transportation network companies; and tollways. (Link). Last Reviewed: June 2020 ","Until Dece...

AI summary The document outlines Utah's transportation funding mechanisms, including tax credits for electric heavy-duty vehicles and clean fuel vehicles, and details the Vehicle Repair and Replacement Programs (VRRAP) in Cache Valley and Northern Wasatch Front areas. It also notes that Utah has not set appliance standards beyond federal requirements.

Section 1096
t. Low Income Heat Pump Initiative: This initiative works directly with Maine's Community Action Programs to identify low income homeowners with high fuel usage and install heat pumps in those homes. Commercial and Industrial Custom Progra...

AI summary The Low Income Heat Pump Initiative collaborates with Maine's Community Action Programs to assist low-income homeowners with high fuel usage by installing heat pumps. The Commercial and Industrial Custom Program offers funding up to $1 million or 50% of project costs to achieve energy savings through private investment.

Section 1098
Last Updated: June 2018 ","Efficiency Maine Trust (EMT) has increased its engagement of low- to moderate-income customers and small businesses through targeted outreach regarding enhanced incentives for heat pumps and weatherization. For L...

AI summary Efficiency Maine Trust (EMT) has expanded outreach to low- to moderate-income customers and small businesses through targeted marketing, stakeholder meetings, and collaboration with local organizations. EMT engages with advisory groups, utilizes digital and traditional media, and works with Qualified Partners to promote energy efficiency programs and electric vehicle initiatives.

Section 1099
group, the Maine Climate Council Equity Subcommittee, and the Maine Affordable Housing Coalition to gather insight and raise awareness about low-income EV rebates and charging infrastructure opportunities.

AI summary The initiative involves collaboration with the Maine Climate Council Equity Subcommittee and the Maine Affordable Housing Coalition to gather insights and raise awareness about low-income EV rebates and charging infrastructure opportunities.

Section 1100
, the Maine Climate Council Equity Subcommittee, and the Maine Affordable Housing Coalition to gather insight and raise awareness about low-income EV rebates and charging infrastructure opportunities.

AI summary The document mentions collaboration with the Maine Climate Council Equity Subcommittee and the Maine Affordable Housing Coalition to gain insight and raise awareness about low-income EV rebates and charging infrastructure opportunities.

Section 1101
As part of its Triennial Plan for FY2020-FY2022, Efficiency Maine Trust (EMT) establishes program budgets that reflect the minimum funding allocations to low-income customers set forth in statute [see 35-A MRS §10110(2)(B)] and 35-A MRS §1...

AI summary Efficiency Maine Trust (EMT) sets program budgets for low-income customers based on statutory and regulatory requirements. The Trust allocates 10% of electric and RGGI funds to low-income programs, while a reasonable percentage is set for natural gas funds. Maine's climate action plan aims to install 15,000 heat pumps in low-income households by 2025 and double home weatherization efforts.

Section 1102
om the Volkswagen Settlement and the New England Clean Energy Connect (NECEC) specifically for disproportionately underserved communities in Maine to receive enhanced rebates for level 2 charging stations. These investments are targeted in...

AI summary The text discusses funding from the Volkswagen Settlement and the NECEC project aimed at supporting low- and moderate-income households in Maine through rebates and weatherization programs. It also outlines training initiatives for heat pump installers and legislative actions promoting green jobs in Maine.

Section 1114
ion enacted in 2013 requires the utilities to fund Efficiency Maine’s budgets at a level sufficient to procure all electric and natural gas efficiency that is cost-effective, reliable, and achievable. The most recent budgets for energy eff...

AI summary Efficiency Maine administers energy efficiency programs for electric and natural gas customers in Maine, funded by utilities and state programs. The 2013 Omnibus Energy Act extended these programs to all natural gas utilities, and at least 10% and 20% of funds must support low-income and small business customers, respectively. Funds are collected through rate surcharges and managed by Efficiency Maine.

Section 1117
ciency Maine. Requirements for these evaluations in Maine are articulated in Code of Maine Rules 65-407, Ch. 380 transferred to Code of Maine Rules 95-648, Ch. 380. Statewide evaluations are conducted According to the Database of State Eff...

AI summary Maine uses the Total Resource Cost Test (TRC) as its primary cost-effectiveness test for energy efficiency programs, including avoided fossil fuel and water processing costs. At least 10% of available program funds must be allocated to low-income initiatives, as mandated by LD-1559. This includes both electricity and natural gas conservation programs, with specific provisions for RGGI funds.

Section 1118
all ensure that measures to reduce the cost of residential heating are available for low-income households..."" and EMT allocates a minimum of 10% to Low-Income Initiatives. See 35-A MRS §10109(4)(A). Following the passage of LD 1766 in 20...

AI summary The text discusses Maine's efforts to ensure low-income households have access to residential heating cost reductions, including the allocation of LIHEAP funds for heat pump installations. It also covers cost-effectiveness rules for low-income energy efficiency programs and coordination with WAP services.

Section 1119
es a study of bad debt avoidance attributable to energy efficiency to quantify the impact."" EMT, Triennial Plan IV, at pp. 4-7 Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Maine State Housing Authority admini...

AI summary The document discusses the coordination of low-income energy efficiency programs in Maine, including the integration of the Weatherization Assistance Program (WAP) with other initiatives like the Central Heating Improvement Program (CHIP) and the use of federal funds. It also outlines that large electricity customers in Maine are not eligible for certain energy efficiency incentives due to regulatory provisions.

Section 1123
aine has a state freight plan that identifies a multimodal freight network, but it does not include freight energy or greenhouse gas reduction goals. Last Reviewed: July 2019 ","Public transit access Maine does not have any state programs...

AI summary Maine has a state freight plan focusing on multimodal networks but lacks energy and greenhouse gas reduction goals. The state does not incentivize low-income housing near transit but considers transit proximity when allocating federal Low-Income Housing Tax Credits.

Section 1124
creation of low-income housing near transit facilities, but it does consider the proximity of transit facilities when distributing federal Low-Income Housing Tax Credits to qualifying property owners. As part of its Electric Vehicle Initia...

AI summary Efficiency Maine and the Maine Climate Council are addressing equity in transportation electrification by focusing on low-income households and ensuring geographic distribution of EV infrastructure. The NECEC settlement allocates resources for low-income EV rebates, and a Clean Transportation Roadmap is being developed with equity as a key focus.

Section 1127
th potential, early stage Virginia companies capable of driving job creation, reducing energy consumption, increasing energy generation from renewable resources, and reducing greenhouse gas emissions. Last Updated: July 2018 ","The Virgini...

AI summary The Virginia Clean Economy Act (VCEA) mandates 100% clean power by 2045 for Dominion Energy and 2050 for Appalachian Power Company, increases energy efficiency investments for low-income customers, and enables participation in RGGI. The VCEA also allocates 50% of RGGI revenue to support low-income energy efficiency programs. Virginia lacks a disclosure policy for energy benchmarking in buildings.

Section 1144
ion on cost-effectiveness screening practices for Virginia is available in the Database of State Efficiency Screening Practices (DSESP), a resource of the National Efficiency Screening Project (NESP). Last Updated: August 2019 ","Requireme...

AI summary Virginia's legislation and regulations require utilities to support low-income energy efficiency programs, with specific mandates from Senate Bill 1349 and the Grid Modernization and Security Act. The Virginia Clean Economy Act (2020) introduced new opt-out procedures for large industrial customers based on energy savings. Cost-effectiveness screening practices are documented in the Database of State Efficiency Screening Practices (DSESP).

Section 1149
h has a freight plan that focuses on “Making sure that Virginia’s freight rail system is modern and has sufficient capacity to meet demand is critical to maintaining a balanced transportation system”. Last Reviewed: June 2020 ","Virginia d...

AI summary Virginia's freight rail system is being modernized to meet demand, but there are no state programs to incentivize low-income housing near transit. Federal Low-Income Housing Tax Credits are used to consider transit proximity. House Bill 1414/SB 890 and other bills allocate funds for transit and rail, with revenue coming from existing sources and regional transportation authorities.

Section 1153
agencies to ensure that marginalized voices are centered in the grant programs, agency request legislation, and other significant actions taken by the agency. Goals and metrics for tracking progress In 2019, legislation was passed that cre...

AI summary In 2019, legislation was passed in WA to prioritize vulnerable populations in CEF grant programs and establish new funding for community solar projects benefiting low-income households. The Clean Energy Transformation Act (CETA) introduced low-income and equity provisions, mandating utilities to provide energy assistance programs and report on their effectiveness in reducing energy burden.

Section 1178
to submit a plan to reach 60% of the current energy assistance need by 2030, and 90% of the current energy assistance need by 2050. Cost-Effectiveness Rules for Low-Income Energy Efficiency Programs Washington specifies the total resource...

AI summary Washington State requires utilities to submit plans to meet increasing energy assistance needs by 2030 and 2050. The state uses the Total Resource Cost (TRC) test as the primary cost-effectiveness criterion for low-income energy efficiency programs, with a minimum TRC ratio of 0.67. Non-energy benefits are included in the TRC test, and utilities are encouraged to fund low-income conservation measures, as outlined in the Weatherization Manual. The commission revised rules in Docket UE-131723 to allow, rather than require, utilities to pursue cost-effective low-income conservation programs.

Section 1179
appropriate for utilities to maintain robust low-income conservation offerings despite the unique barriers these programs face.” Coordination of Ratepayer-Funded Low-Income Programs with WAP Services Washington State is investing $15 milli...

AI summary Washington State is investing in low-income weatherization programs through the Matchmaker initiative and the Energy Project, which leverages federal and state funds to improve home environments and reduce health risks for vulnerable populations. These programs also advocate for better energy program funding and coordination with utilities.

Section 1192
information on energy efficiency as a resource, click here. Last reviewed: July 2019 ","There is currently no EERS in place. For more information on Energy Efficiency Resource Standards, click here. Last reviewed: July 2019 ","Appalachian...

AI summary The text discusses the absence of Energy Efficiency Resource Standards (EERS) and outlines requirements for Appalachian Power's third-party program evaluations, including gross and net savings reporting. It also covers low-income energy efficiency programs, noting the lack of cost-effectiveness tests and coordination with WAP services. Opt-out provisions for large customers are mentioned, with future evaluation by the Commission.

Section 1209
ate Approaches to Account for Health and Environmental Benefits of Energy Efficiency. Last reviewed: July 2019 ","Requirements for State and Utility Support of Low-Income Energy Efficiency Programs Focus is required by statute and administ...

AI summary This text discusses requirements for state and utility support of low-income energy efficiency programs, emphasizing the need to ensure participation opportunities for all customers, including low-income ones. It outlines cost-effectiveness rules, such as the use of modified total resource cost (TRC) tests and other methods to evaluate the benefits of energy efficiency programs, including emissions avoided.

Section 1210
ission also makes use of the TRC test, utility cost test (UCT), ratepayer impact measure (RIM), expanded TRC, and societal test. Coordination of Ratepayer-Funded Low-Income Programs with WAP Services The Wisconsin Department of Administrat...

AI summary The Wisconsin Department of Administration (DOA) coordinates low-income energy assistance programs like HE+ with WAP services, using a combination of federal, state, and utility funds. These programs are managed through a single public benefit fund as mandated by Wisc. Stat. §16.957, and involve collaboration with organizations such as Focus on Energy.

Section 1218
energy efficiency programs in Wyoming is not required. Evaluations rely on regulatory orders specified in dockets for each utility and are mainly administered by the Wyoming Public Service Commission. According to the Database of State Eff...

AI summary Wyoming does not require energy efficiency programs and relies on the Total Resource Cost (TRC) model as its primary test for decision-making. Secondary tests include the Utility Cost Test (UCT), Participant Cost Test (PCT), Societal Cost Test (SCT), and Ratepayer Impact Measure (RIM). Benefit-cost tests are required for portfolio-level screening, but their rules are not specified. No specific spending or savings requirements are identified for low-income energy efficiency programs.

E-13E1(SBA) RIR-1 to RIR-26 1 passage
Section 7
1 • diversity of program delivery; 2 • business relationships and maintenance of market presence; 3 • access to programs by all market sectors and rate classes by addressing barriers to 4 participation; and 5 • rate impacts. 6 7 The Balanc...

AI summary The text outlines the Balanced Plan Approach for energy efficiency (EE) programs, emphasizing a 50-50 investment split between residential and BNI (Business, Non-profit & Institutional) sectors. It references the 2015 Dunsky Energy Consulting memorandum and E1's 2016-2018 DSM Resource Plan Application, aligning with design principles for the 2023-2025 DSM Plan.

E-14E1(Synapse) RIR-1 to RIR-37 9 passages
E1 Responses to Synapse Energy Economics (Synapse) Information Requests NON-CONFIDENTIAL p. pp. 2-182
E1 Responses to Synapse Energy Economics (Synapse) Information Requests NON-CONFIDENTIAL [Evidence] Request IR-02: Please refer to p. 13 of the DSM Plan, where E1 states that "Low-income investment is 17-22% of the total energy efficiency...

AI summary E1 explains that it analyzed low-income investment allocation (17-22% of total energy efficiency investment) but not savings. It notes that applying the percentage to savings would require higher investment due to higher unit costs. The Settlement Plan allocates 21% of DSM investment and 9.5% of savings to low-income programs, with references to ACEEE's 2019 report on low-income program funding mechanisms.

4 Table 1: E1 Historic Low-Income Spending p. pp. 2-3
4 Table 1: E1 Historic Low-Income Spending 3 6

AI summary The text references Table 1, which provides historical data on low-income spending under the EfficiencyOne (E1) program. It does not include detailed analysis or discussion of the data itself.

Section 7 p. p. 3
7 [Table 2,](#page-3-1) below, provides E1's historic low-income savings from both dedicated low-income 8 programming and incidental low-income participation.

AI summary The text references Table 2, which provides historical low-income savings data from dedicated low-income programming and incidental low-income participation by E1.

10 Table 2: E1 Historic Low-Income Savings p. p. 3
10 Table 2: E1 Historic Low-Income Savings Achieved Results 2015 2016 2017 2018 2019 2020 Residential Sector (GWh) 8.5 7.7 9.0 5.3 5.7 3.6 BNI Sector (GWh) 1.8 3.3 5.5 3.7 2.5 0.6 Total (GWh) 10.3 11.0 14.5 8.9 8.1 4.3 Percent of Total Sav...

AI summary Table 2 presents E1's historic low-income energy savings from 2015–2020, showing declining residential and BNI sector savings over time, with total savings dropping from 10.3 GWh in 2015 to 4.3 GWh in 2020. The data reflects achieved results as reported in E1's Annual Progress Reports.

SCHEDULE C (PAGE 2 OF 2) PERFORMANCE REQUIREMENTS p. p. 119
SCHEDULE C (PAGE 2 OF 2) PERFORMANCE REQUIREMENTS - ix. An analysis of the impact on rates through the implementation of the 2016-2018 programs will be included as part of EfficiencyOne's historical-looking rate and bill impact analysis, f...

AI summary This section outlines performance requirements for EfficiencyOne, including the analysis of program impacts on rates, reporting on low-income program participation, and the breakdown of performance indicators by rate class as part of its reporting to the UARB.

Section 247 p. p. 129
DATE REVISED: September 15, 2015 Page 5 of27 a Lifetime benefits are expressed as the net present value of the avoided costs, including energy and capacity, over the life ofthe program measures. b TRC is a benefit/cost ratio comparing life...

AI summary The text discusses the calculation of lifetime benefits as the net present value of avoided costs, including energy and capacity, over the life of program measures. It also defines TRC and PAC as benefit/cost ratios and references ENS's planned participation by low-income customers under the 2015 DSM Resource Settlement Agreement.

2.2.1. Low-Income Initiatives p. p. 129
2.2.1. Low-Income Initiatives 15 16 17 18 19 Beginning in 2015, NS Power shareholders are committing up to $37 million dollars over 10 years to support the HomeWarming program. The program, in partnership with the Clean Foundation, will of...

AI summary NS Power is committing up to $37 million over 10 years to support the HomeWarming program, which provides free energy efficiency improvements to low-income homeowners. ENS is also researching low-income rental accommodations with electric heating and developing initiatives for multi-unit residential buildings.

1 Revised Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component p. p. 180
1 Revised Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component 2023-2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savin...

AI summary The document presents a table outlining the investment and savings associated with various energy efficiency programs from 2023 to 2025, including residential, low-income, and business programs, along with their energy savings, peak demand reductions, and administrative costs.

Preamble p. pp. 180-182
Annual avoided costs of energy and capacity and annual avoided $CO_2e$ emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2021. Co...

AI summary The document provides annual avoided costs of energy and capacity, as well as avoided CO2e emissions from NS Power's 2020 IRP using the Base level of DSM. It also outlines cost-effectiveness ratios using 2023 present values and details various programs and their participation metrics.

E-15NSPI (IG) RIR-1 to RIR-3 1 passage
Preamble p. p. 16
- 10 \ Amounts are 0.03 per year for the unmetered (999) rate class, resulting in a rounded total of 0.1. - 12 Please refer to EfficiencyOne's response to E1 (IG) IR-17 regarding a scenario where the low - 13 income funding is set at 12 pe...

AI summary The text references a scenario involving low income funding set at 12 percent of the investment, as discussed in EfficiencyOne's response to E1 (IG) IR-17. It also mentions a rate class with an annual amount of 0.03.

E-16NSPI (NSUARB) RIR-1 to RIR-6 1 passage
NON-CONFIDENTIAL
NON-CONFIDENTIAL Request IR-2: In its application, E1 noted that it has allotted over $10 million for low income energy efficiency initiatives in an effort to reach about 17-22% of its total investment for those programs. However, NS Power...

AI summary E1 has allocated over $10 million for low income energy efficiency initiatives, but NS Power/Emera previously committed $37 million over 10 years. The response explains that NS Power committed $3.4 million annually from 2015 to fund low income efficiency upgrades, managed by EfficiencyOne since 2020.

E-19Evidence - AEC 5 passages
EVIDENCE AFFORDABLE ENERGY COALITION (AEC)
EVIDENCE AFFORDABLE ENERGY COALITION (AEC) This is a Statement of the Affordable Energy Coalition (AEC) in relation to the Application by EfficiencyOne ("E1") for Board approval of a Supply Agreement for Electricity Efficiency and Conserva...

AI summary The Affordable Energy Coalition (AEC) submits testimony on EfficiencyOne's (E1) proposed Supply Agreement with NS Power and a 2023-2025 DSM Resource Plan, emphasizing energy poverty in Nova Scotia and advocating for increased low-income energy efficiency investments. The AEC highlights the need for universal electricity access and outlines program elements to address affordability gaps.

Executive Summary
Executive Summary The Affordable Energy Coalition strongly supports the proposed Agreement and in particular the increased investment in low income programs. This increased investment remains below the level that national estimates of ener...

AI summary The Affordable Energy Coalition supports the proposed Agreement's increased investment in low-income programs, though notes it remains below national energy poverty estimates. They argue efficiency measures like insulation and heat pumps can reduce costs and GHGs simultaneously, endorsing the Agreement's approval.

Proposed level of expenditure on low income programs
Proposed level of expenditure on low income programs We support the increased percent of program funding directed at low income programs to 21% of the total or $36 Million over the 3 year Agreement for an average of $12 Million/year. Some...

AI summary The proposal advocates increasing low-income program funding to 21% ($36M over three years), citing evidence from Brian Gifford (AEC Chair) and Efficiency Canada that energy poverty affects moderate-income households similarly to low-income ones. Adjusted statistics suggest 26% of households (105,000) face energy poverty, supporting the 21% funding level as a minimum.

Proposed Low Income Program elements
Proposed Low Income Program elements The Affordable Energy Coalition vigorously supports the proposed low income programs in the application submitted by EfficiencyOne and endorsed by Nova Scotia Power. Low income households and many moder...

AI summary The Affordable Energy Coalition supports EfficiencyOne's and NS Power's low-income programs, emphasizing no-cost, turn-key solutions. They highlight HomeWarming's success in saving $500/year for 17,000 households and advocate for 50% energy savings targets. The coalition also supports expanding Mi'kmaw programming and ensuring equity in the zero-carbon transition.

Summary of AEC position
Summary of AEC position In summary, the Affordable Energy Coalition fully supports approval of the Agreement as proposed, especially the increased investment in low income programs. APPENDIX: Evidence regarding Level of Investment – see at...

AI summary The Affordable Energy Coalition (AEC) supports approval of the Agreement, emphasizing increased investment in low-income programs to enhance affordability and access to energy services for vulnerable populations.

E-19-(i)Appendix A - Evidence of Brian Gifford re Energy Poverty 2 passages
Q: Is there any other evidence that Nova Scotia's rate of energy poverty is this high?
Q: Is there any other evidence that Nova Scotia's rate of energy poverty is this high? A : Yes - the Town of Bridgewater's Energy Poverty Reduction Program concluded 38% of households in that community experience or are at risk of energy p...

AI summary The Town of Bridgewater's survey found 38% of households face energy poverty, using a broader definition including transportation costs. Anecdotal evidence from HomeWarming outreach highlights affordability barriers for seniors, despite low income cutoffs. This supports Nova Scotia's high energy poverty rate.

Section 12
A: There are many ways to look at this and some uncertainties that need some more work but I think this evidence is very compelling that the numbers of Nova Scotia households that struggle with energy poverty and are not able to pay for th...

AI summary The speaker argues that the percentage of Nova Scotia households struggling with energy poverty and unable to afford efficiency upgrades is higher than the 21% figure used by EfficiencyOne in determining funding allocation for Low-Income programs.

E-20Direct Evidence of Theodore Love, on behalf of CA 19 passages
1 Q. PLEASE PROVIDE A SUMMARY OF YOUR TESTIMONY AND FINDINGS. p. p. 5
1 Q. PLEASE PROVIDE A SUMMARY OF YOUR TESTIMONY AND FINDINGS. - 2 A. I provide a review of the historical performance of EfficiencyOne's DSM portfolio, - 3 followed by a summary of the proposed scenarios for 2023 through 2025 along with my...

AI summary The testimony reviews EfficiencyOne's historical DSM performance, evaluates 2023-2025 scenarios, and recommends adoption of specific options. It addresses affordability, low-income targets, program design, and avoided costs, concluding with final recommendations.

1 Figure 1. Plan vs. Achieved Annual Savings - Residential p. p. 5
1 Figure 1. Plan vs. Achieved Annual Savings - Residential 3 Since 2019, E1's savings goals have declined slightly. Despite the COVID-19 4 pandemic, E1 has been able to keep achieved savings relatively in line with projections for 5 the re...

AI summary Since 2019, E1's residential energy savings goals have slightly declined, but achieved savings have remained largely aligned with projections despite the pandemic. A 23.9 GWh cumulative gap (16% of targets) exists over three years, with a disproportionately larger gap in low-income sectors.

8 Q. HOW HAVE THE LOW-INCOME PROGRAMS PERFORMED IN THE LAST 9 THREE YEARS? p. p. 5
8 Q. HOW HAVE THE LOW-INCOME PROGRAMS PERFORMED IN THE LAST 9 THREE YEARS? 10 A. The following graph shows the projected savings for 2019 through 2021 against the 11 achieved savings for the low-income portion of E1's portfolio, both resid...

AI summary E1 (EfficiencyOne) struggled to meet low-income energy savings targets in 2020 and 2021, with savings halved due to the pandemic and targets increasing by 33%. By 2021, cumulative savings fell 52% short of goals (17.2 GWh gap). Performance was close to projections in 2019 but deteriorated significantly afterward.

6 Q. HAS SPENDING ON LOW-INCOME ACTIVITY ALSO LAGGED IN THE PAST 7 THREE YEARS? p. pp. 5-6
6 Q. HAS SPENDING ON LOW-INCOME ACTIVITY ALSO LAGGED IN THE PAST 7 THREE YEARS? 8 A. Yes, As the following figure shows, spending has lagged in a similar fashion to savings for 9 the low-income sector. 10 Figure 3. Plan vs. Achieved Spendi...

AI summary Spending on low-income energy efficiency activities has lagged similarly to savings over the past three years, resulting in a modest increase in the cost per kWh for first-year savings, from $0.34 to $0.39.

12 Q. WHAT SCENARIO DO YOU RECOMMEND AND WHY? p. pp. 6-8
12 Q. WHAT SCENARIO DO YOU RECOMMEND AND WHY? 13 A. I recommend that the Board adopt the Settlement Plan since it represents a significant step 14 in the right direction for efficiency saving and investment levels that have lagged those 15...

AI summary The respondent recommends adopting the Settlement Plan over the Alternate Scenario due to its higher investment and savings levels, particularly for low-income residents. The Settlement Plan addresses a growing gap in energy efficiency investment compared to the 2014 and 2020 IRPs and is seen as a more equitable approach.

16 V. ADDRESSING UNDERSERVED COMMUNITIES p. p. 8
16 V. ADDRESSING UNDERSERVED COMMUNITIES

AI summary The section addresses strategies to support underserved communities through targeted programs, emphasizing affordability and equitable access to energy solutions, including low-income initiatives and community-specific interventions.

8 Q. WHAT LEVEL OF SAVINGS AND INVESTMENT IS E1 PROPOSING FOR 9 THESE INITIATIVES? p. p. 8
8 Q. WHAT LEVEL OF SAVINGS AND INVESTMENT IS E1 PROPOSING FOR 9 THESE INITIATIVES? 10 A. E1 is proposing an investment in residential low-income efficiency of $35.2 million 11 resulting in first year savings of 36.5 GWh over the three year...

AI summary E1 proposes a $35.2 million investment in residential low-income energy efficiency, yielding 36.5 GWh savings over three years, with two-thirds allocated to the Affordable Single-Family Homes program. Additional $0.6 million for BNI sector low-income customers would generate 2.9 GWh savings. Total spending of $35.8 million represents 21% of the DSM portfolio, with 39.4 GWh savings (10% of DSM).

1 Table 1. Comparison of Low-Income investment Dollars for the Settlement Plan vs. 2020 to 2022 Plan ($ Million) p. p. 8
1 Table 1. Comparison of Low-Income investment Dollars for the Settlement Plan vs. 2020 to 2022 Plan ($ Million) Sector '20‐'22 Compliance Plan '23‐'25 Settlement Plan Difference ($M) Difference (%) Residential 11.2 35.2 24.0 214% BNI 1.7...

AI summary The Settlement Plan significantly increases low-income investment dollars compared to the 2020-2022 Compliance Plan, with a 214% increase in residential investments and a 178% increase overall. This is attributed to the introduction of new Affordable Single-Family and Multifamily programs.

7 Table 2. Comparison of Low-Income First Year Savings for the Settlement Plan vs. 2020 to 2022 Plan (GWh) p. p. 8
7 Table 2. Comparison of Low-Income First Year Savings for the Settlement Plan vs. 2020 to 2022 Plan (GWh) Sector '20‐'22 Compliance Plan '23‐'25 Settlement Plan Difference (GWh) Difference (%) Residential 22.9 36.5 13.6 59% BNI 14.6 2.9 (...

AI summary Table 2 compares the low-income first year savings between the 2020 to 2022 Compliance Plan and the 2023 to 2025 Settlement Plan. The residential sector shows a 59% increase in savings, while the BNI sector experiences an 80% decrease, resulting in a 5% overall increase in total savings.

Preamble p. pp. 8-31
9 Savings projections for low-income customers have not increased significantly between 10 the two plans, due to an 80% drop in savings from the BNI sector offsetting much of the 11 nearly 60% growth in savings projections for the resident...

AI summary Savings projections for low-income customers have not increased significantly between the two plans due to an 80% drop in savings from the BNI sector offsetting a 60% growth in residential sector savings. The reason for the significant drop in BNI sector savings is unclear, and E1's response did not indicate any changes in methodology.

3 Q. DO YOU BELIEVE THE SETTLEMENT PLAN WILL RESULT IN INCREASED 4 ENERGY SAVINGS FOR UNDERSERVED COMMUNITIES? p. p. 8
3 Q. DO YOU BELIEVE THE SETTLEMENT PLAN WILL RESULT IN INCREASED 4 ENERGY SAVINGS FOR UNDERSERVED COMMUNITIES? 5 A. Yes. The Settlement Plan includes a very substantial increase in funding for programs that 6 provide direct benefits for un...

AI summary The Settlement Plan increases funding for underserved communities' energy programs, unlike the current BNI sector's ex-post attribution. E1's current phase has only achieved 21% of its three-year energy savings goal, raising concerns about meeting higher targets.

1 2 Q. HOW DO YOU RECOMMEND THE BOARD ADDRESS YOUR CONCERNS REGARDING LOW-INCOME RAMP UP? p. p. 8
1 2 Q. HOW DO YOU RECOMMEND THE BOARD ADDRESS YOUR CONCERNS REGARDING LOW-INCOME RAMP UP? 3 A. I recommend that the Board specifically establish cumulative first year low-income savings 4 of 39.4 GWh. as a performance target, and not just...

AI summary The respondent recommends establishing a specific performance target for cumulative first-year low-income energy savings by E1 to ensure underserved communities are prioritized. They also suggest coordinating E1's behavior program with NS Power's CEM system to avoid duplication and reduce costs, and express concerns about the minimum efficiency standards for domestic hot water heating in the Green Heat Program.

Ontario Power Authority Field Audit Support Tool p. p. 8
Ontario Power Authority Field Audit Support Tool Green Communities Canada ‐ Ontario, Canada (January 2011 – May 2011) - Collected and implemented specifications for updating the tool used by Ontario Power Authority's low‐income program fie...

AI summary The document describes the development and enhancement of the Ontario Power Authority Field Audit Support Tool, used by low-income program field agents to collect data and calculate project net present values, with added features like customer input forms and database file importing.

E1 Responses to Consumer Advocate (CA) Information Requests NON-CONFIDENTIAL p. p. 8
E1 Responses to Consumer Advocate (CA) Information Requests NON-CONFIDENTIAL Request IR-01: In the past, E1 has underperformed in meeting its planned low-income spending and savings amounts. How will E1 ensure that it meets its low-income...

AI summary E1 has been asked how it will ensure meeting its low-income projected spending and savings amounts in 2023-2025, following past underperformance in this area.

Response IR-01: p. p. 8
Response IR-01: The low-income impacts estimated for EfficiencyOne's (E1) 2023-2025 DSM Plan period includes low-income impacts from programs specifically targeted to low-income customers, as well as low-income impacts from other E1 progra...

AI summary EfficiencyOne's (E1) 2023-2025 DSM Plan addresses barriers to low-income participation through targeted programs and outreach. The Settlement Plan includes new and enhanced components, such as rebates for heat pumps and smart thermostats, and improved marketing strategies using energy analytics.

1. OBJECTIVE AND BACKGROUND p. p. 31
1. OBJECTIVE AND BACKGROUND EfficiencyOne (E1) has included programs that are considered to be dedicated low-income programming in the DSM Plan scenarios explored in round 1 and round 2 modelling for the 2023- 2025 DSM Plan. It has also as...

AI summary EfficiencyOne (E1) has included both dedicated and incidental low-income programming in its DSM Plan scenarios for the 2023-2025 period. Estimates for incidental low-income impacts rely on historical data from 2020 due to limited availability of detailed project information in the DSM Plan modeling.

County Prevalence (CP) of Low-Income Nova Scotians p. p. 31
County Prevalence (CP) of Low-Income Nova Scotians Census data for Nova Scotia provides the population and percentage of low-income residents by county. The percentage of low-income Nova Scotians in a certain county, using Low-Income Cutof...

AI summary Census data for Nova Scotia is used to determine the percentage of low-income residents by county, referred to as County Prevalence (CP), based on the Low-Income Cutoff Before Tax (LICO-BT) metric, as detailed in Table 1.

Apartment Prevalence (AP) of Low Income Nova Scotians p. p. 31
Apartment Prevalence (AP) of Low Income Nova Scotians Research commissioned by E1 in 2015 reported on the incidence of low income Nova Scotians in apartment buildings. The conclusion was that 53% of 1-unit apartment residents are low incom...

AI summary Research commissioned by E1 in 2015 found that 53% of 1-unit apartment residents and 57% of 2-4 unit apartment residents in Nova Scotia are low income. E1 uses an average of 55% as the Apartment Prevalence (AP) for low income Nova Scotians.

Table 2: Residential Sector Programs: Low-Income Assumptions and Calculations p. p. 31
Table 2: Residential Sector Programs: Low-Income Assumptions and Calculations Program Program Component Assumptions Calculation for 2023-2025 DSM Plan Apartments: Income disclosure is optional for expenditures) (19%) this program component...

AI summary This table outlines assumptions and calculations for low-income participation in residential energy efficiency programs under the 2023-2025 DSM Plan. It highlights how low-income savings are tracked and calculated, including assumptions for income disclosure and participation rates in programs such as the Efficient Product Installation (EPI) and Affordable Multi-Family (AMF) housing initiatives.

E-24Evidence of John Athas, on behalf of SBA 1 passage
Q. What is the allocation of the spending and benefits in terms of customer classes? p. p. 7
Q. What is the allocation of the spending and benefits in terms of customer classes? A. E1 describes on Page 13 of the Plan filing that the portfolio will be allocated a variety of ways. In terms of investment, the Plan allocates spending...

AI summary E1's Plan filing allocates 55/45% of investment to residential vs. business, non-profit, and institutional (BNI) customers, resulting in a 40/60% energy savings split. Low-income investment comprises 17-22% of total energy efficiency spending over three years, aligning with 2016 Census data on low-income prevalence.

E-25Evidence of A. Napoleon and K. Takahashi, on behalf of BCC Synapse 6 passages
Preamble p. p. 9
- Q. Please describe your conclusions. - A. Our conclusions are as follows: - First year energy efficiency savings associated with the Settlement Plan are modestly less than projected for the Round 3 Modeling Preferred Plan but more than t...

AI summary The Settlement Plan's energy efficiency savings are modestly lower than the Round 3 Modeling Preferred Plan but higher than previous DSM plans. The budget for the Settlement Plan is higher than the previous DSM plan but lower than the Round 3 plan. DSM is cost-competitive and cost-effective, but the Demand Response program is only marginally cost-effective. The inclusion of non-energy impacts in the BCA is questioned, and there are concerns about the effectiveness of the Behavioural DR program and lack of specific initiatives for low-income populations.

Q. What are your recommendations? p. p. 9
Q. What are your recommendations? - A. We recommend the following: - The Settlement Plan should be approved, with modifications as described below. - The Board should either put more emphasis on the PAC, which should not account for partic...

AI summary The response recommends approving the Settlement Plan with modifications, emphasizing the PAC's neutrality, revising demand response programs, piloting behavioral DR, using EV load forecasts, creating low-income performance metrics, and requiring a research framework. Key entities include E1, NS Power, and NSUARB.

Portfolio Emphasis on Low-Income Customers p. p. 30
Portfolio Emphasis on Low-Income Customers - Q. What does E1 propose with respect to programs for low-income customers? - A. E1 developed the proposed plan with the objective of dedicating 17–22 percent of - investment to low-income custom...

AI summary E1 proposes dedicating 17–22 percent of investment to low-income customers in its program plan, in response to feedback from Synapse, DSMAG members, and other stakeholders emphasizing the importance of addressing this segment's needs.

Q. How was this goal set? p. p. 30
Q. How was this goal set? - A. The 17–22 percent investment target is based on the low-income prevalence in the - province, per the 2016 Census (Evidence, p. 13).

AI summary The 17–22 percent investment target is based on the low-income prevalence in the province, as reported by the 2016 Census (Evidence, p. 13).

Q. Do you have any concerns about a focus on investment? p. p. 30
Q. Do you have any concerns about a focus on investment? - A. Yes, the focus on investment may do little to ensure that low-income populations - experience the benefits of energy efficiency. Energy efficiency targeting low- - income popula...

AI summary The respondent expresses concern that focusing on investment may not adequately address the needs of low-income populations, who face high energy burdens. Energy efficiency initiatives targeting this group can help reduce their energy bills and benefit ratepayers through lower arrearages and collection expenses.

Q. What do you recommend? p. p. 30
Q. What do you recommend? - A. We recommend that the Board consider developing and adopting a performance - metric related to savings for this segment to ensure that funds are effectively spent - and that this population experiences benefi...

AI summary The recommendation suggests developing a performance metric related to savings for low-income households to ensure effective spending and long-term bill reduction through energy efficiency programs.

E-25-(i)Resume of A. Napoleon 2 passages
PROFESSIONAL EXPERIENCE p. p. 0
- Provides expert analysis, ongoing stakeholder support, and consulting services in regulatory proceedings regarding energy efficiency program design and performance, funding and incentive mechanisms, cost-effectiveness screening, potentia...

AI summary The text details expertise in energy efficiency program design, regulatory proceedings, and research on cost-effectiveness, low-income initiatives, and system resilience. It highlights work on advanced metering infrastructure (AMI), equity studies, and strategic energy management integration.

PUBLICATIONS p. p. 0
PUBLICATIONS Hopkins, A. S., A. Napoleon, K. Takahashi. 2021. A Framework for Long-Term Gas Utility Planning in Colorado . Synapse Energy Economics for the Colorado Energy Office. Kallay, J., A. Napoleon, K. Takahashi, E. Sinclair, T. Wool...

AI summary The document lists publications by Synapse Energy Economics on energy planning, resilience, and equity topics, including gas utility planning, low-income energy efficiency programs, and utility resilience investments. These studies were conducted for clients such as the Colorado Energy Office, Sierra Club, and Sandia National Laboratories.

E-25-(ii)Resume of K. Takahashi 1 passage
PUBLICATIONS p. p. 0
Efficiency and Building Electrification Portfolios Through 2025: A Brief on the New York Public Service Commission's Recent Order. Synapse Energy Economics for the Natural Resources Defense Council. Hopkins, A. S., K. Takahashi, Nadel, S....

AI summary The document lists publications on energy efficiency, building electrification, and related studies by Synapse Energy Economics for organizations like NRDC and Bloom Energy. Topics include heat pump technology, low-income programs, energy efficiency budgets, and stakeholder collaboration in New York and Vermont. Case 18-M-0084 is cited regarding energy efficiency initiatives.

E-26Evidence - EAC 2 passages
DSM Investment Level p. p. 0
DSM Investment Level The Ecology Action Centre supports the 2023-2025 Demand Side Management (DSM) Resource Plan and we applaud many of the important steps for investment in low income programs. The total investment level for this plan wou...

AI summary The Ecology Action Centre supports the 2023-2025 DSM Resource Plan but argues that the $173M investment over three years is insufficient to address energy poverty, reduce bills, and accelerate decarbonization. They advocate for increasing NS Power's efficiency spending to 3% and prioritizing deeper retrofits for greater energy savings.

Proposed level of expenditure on low income programs p. p. 0
Proposed level of expenditure on low income programs Targeting energy-poor and hard to reach households is a common gap in energy programs that needs to be addressed. An increased level of investment in low-income households allows the pro...

AI summary The text advocates for increased investment in low-income energy programs to address structural barriers and energy poverty. It supports a 21% funding allocation ($36M over three years) but emphasizes the need for better data on low-income households. Effective programs should be no-cost and turn-key to ensure affordability and participation in climate initiatives.

E-27Letter of Support - ANSMC 1 passage
Demand Side Management p. p. 0
Demand Side Management Mi'kmaw households in Nova Scotia tend to experience higher than average energy bills and problematic indoor air quality due to issues such as low-quality housing, overcrowding, and obstacles to individual home owner...

AI summary Mi'kmaw households in Nova Scotia face higher energy costs and poor indoor air quality due to substandard housing. DSM funding, supported by ANSMC and KMKNO, aims to address this through energy efficiency upgrades, reduce GHG emissions, and lower costs. The proposed Settlement Plan allocates $3.7M over three years, building on prior initiatives. The DSMAG will ensure Mi'kmaw participation in future planning.

E-28Rebuttal Evidence - NSPI 1 passage
Preamble p. p. 0
June 10, 2022 Crystal Henwood 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 Dear Ms. Henwood: Re: EfficiencyOne – 2023-2025 Demand Side...

AI summary Nova Scotia Power Inc. (NS Power) supports EfficiencyOne's 2023-2025 Demand Side Management (DSM) Plan application (M10473), which includes a $173 million investment targeting 412.7 GWh energy savings and 96.7 MW demand savings. The plan emphasizes low-income and Indigenous program support, GHG reduction, and alignment with 2030 energy targets. NS Power acknowledges intervenor feedback but reaffirms backing for the Settlement Plan.

E-29Rebuttal Evidence - E1 6 passages
3. LOW-INCOME SAVINGS AND PERFORMANCE p. pp. 4-5
3. LOW-INCOME SAVINGS AND PERFORMANCE

AI summary The section titled 'LOW-INCOME SAVINGS AND PERFORMANCE' likely addresses energy efficiency initiatives, affordability, and program outcomes for low-income customers in Nova Scotia, though no detailed content is provided in the excerpt.

3.1 LOW-INCOME SAVINGS PROJECTIONS p. p. 5
3.1 LOW-INCOME SAVINGS PROJECTIONS Consumer Advocate Theodore Love on behalf of the Consumer Advocate stated the following: "Savings projections for low-income customers have not increased significantly between the two plans, due to an 80%...

AI summary The Consumer Advocate, Theodore Love, notes that low-income savings projections for 2023-2025 show no significant increase due to an 80% drop in BNI sector savings offsetting residential sector growth. E1 attributes this to low 2020 savings from COVID-19 impacts and a methodology relying on incidental savings from BNI programs.

3.2 LOW-INCOME SAVINGS TARGETS p. p. 5
3.2 LOW-INCOME SAVINGS TARGETS - Consumer Advocate - In his testimony on behalf of the Consumer Advocate, Theodore Love noted that E1 has, " struggled to reach - low-income savings targets in 2020 and 2021. "[7](#page-6-0) - Response - E1...

AI summary The Consumer Advocate highlights E1's failure to meet low-income savings targets in 2020-2021, attributing this to pandemic-related challenges. E1 acknowledges these difficulties, citing disruptions to programs like MHEEP and AMH, but expresses confidence in future performance post-pandemic restrictions.

3.3 LOW-INCOME PERFORMANCE TARGETS p. pp. 5-7
3.3 LOW-INCOME PERFORMANCE TARGETS - Synapse - In its evidence on behalf of the Board counsel, Alice Napoleon and Kenji Takahashi of Synapse expressed - concern that the focus on investment in the low-income sector, " may do little to ensu...

AI summary Synapse and the Consumer Advocate argue for performance metrics to ensure low-income populations benefit from energy efficiency investments. Synapse recommends a low-income savings metric, while the Consumer Advocate proposes a 39.4 GWh target. E1 agrees on targeted performance metrics for specific programs (e.g., Affordable Single-family Homes) but excludes incidental savings from other sectors.

6.1 MEASURE LEVEL TESTING p. p. 14
6.1 MEASURE LEVEL TESTING - Small Business Advocate - John Athas, on behalf of the Small Business Advocate, recommends that measures with TRC test results - less than 1.0 should not be included in E1's DSM programs. John Athas further stat...

AI summary The Small Business Advocate recommends excluding DSM measures with TRC test results below 1.0, arguing this prioritizes energy savings over generation. E1 and the Board counter that program-level cost-effectiveness screening, not measure-level, aligns with industry best practices and allows inclusion of beneficial measures for low-income and small businesses.

7.1 LOW-INCOME AND UNDERSERVED MARKETS p. p. 15
7.1 LOW-INCOME AND UNDERSERVED MARKETS - Industrial Group - In testimony submitted on behalf of the Industrial Group, Mark Drazen has stated that E1 is not minimizing - the cost of its proposed DSM measures within the 2023-2025 DSM Resourc...

AI summary The Industrial Group argues E1's subsidies for low-income/underserved markets in its DSM plan increase costs, while E1 defends these subsidies as essential for equity and access. E1 emphasizes stakeholder support for addressing historic inequities through increased DSM funding for underserved communities.

E-30E1 Compliance Filing 2023-2025 with Appendix A-D FINAL 49 passages
1. INTRODUCTION p. pp. 1-3
1. INTRODUCTION - On March 11, 2022, EfficiencyOne ("E1") filed its Application for Approval of the 2023-2025 Supply - Agreement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. - ("NS Power"), t...

AI summary EfficiencyOne (E1) submitted a 2023-2025 Demand Side Management (DSM) Resource Plan to the NSUARB, which approved it with adjustments. The plan aimed to expand DSM programs for low-income, Mi'kmaw, and diverse communities, receiving support from NS Power and most intervenors. The NSUARB found the plan reasonable and in customers' best interests.

1 Table 1: 2023-2025 Settlement Plan Investment, Energy Savings and Demand Savings p. pp. 3-4
1 Table 1: 2023-2025 Settlement Plan Investment, Energy Savings and Demand Savings 2023-2025 Investment ($ million) Cumulative Annual Energy Savings (GWh) Cumulative Annual Peak Demand Savings (MW) Cumulative Annual Energy savings applicab...

AI summary Table 1 outlines the 2023-2025 Settlement Plan, detailing total investments of $173 million, energy savings of 412.7 GWh annually, and demand savings of 78.8 MW. It also highlights energy savings specific to affordable housing and the Mi'kmaw Home Energy Efficiency Project, as well as demand response reductions.

1 Table 5: 2025 DSM Resource Plan Investment and Savings p. pp. 6-7
1 Table 5: 2025 DSM Resource Plan Investment and Savings 2025 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Available DR Capacity (MW) our...

AI summary Table 5 outlines the 2025 DSM Resource Plan investment and savings, detailing various energy efficiency and demand response programs in Nova Scotia. It includes data on investment amounts, lifetime benefits, energy savings, and cost ratios for residential and business programs.

Preamble p. pp. 7-121
Annual avoided costs of energy and capacity and annual avoided $CO_2$ e emissions were provided by NS Power, from the 2020 IRP using the Base level of DSM. Avoided costs of transmission and distribution were provided by NS Power in 2021. C...

AI summary The text discusses avoided costs and emissions from energy efficiency and demand response programs, including cost-effectiveness ratios and performance indicators for low-income and underserved communities. It highlights the role of NS Power and EfficiencyOne in program implementation and outlines specific energy savings targets.

1.1.3 THE GLOBAL COVID-19 PANDEMIC p. pp. 28-29
1.1.3 THE GLOBAL COVID-19 PANDEMIC The onset of the global COVID-19 pandemic presented challenges and opportunities for delivering DSM activities in Nova Scotia. The pandemic impacted elements of E1's business operations throughout 2020 an...

AI summary The global COVID-19 pandemic disrupted E1's delivery of DSM activities in Nova Scotia from 2020 to 2021 due to lockdowns, supply chain delays, and labor shortages. However, it also prompted the exploration of innovative delivery methods such as virtual audits and education. E1 fell short of its DSM Plan targets but used insights from the pandemic to inform its Settlement Plan, assuming recovery by 2023. Energy efficiency is highlighted as a key tool for economic recovery and job creation.

4 Table 1: New Initiatives and Key Enhancements in the 2023-2025 Settlement Plan p. pp. 33-85
4 Table 1: New Initiatives and Key Enhancements in the 2023-2025 Settlement Plan Title Type of Initiative Section Reference Residential Affordable Single-family Homes New program component in the residential sector Section 4.2.2.6 Point-of...

AI summary This table outlines new initiatives and key enhancements in the 2023-2025 Settlement Plan, including new and enhanced programs in residential, business, and cross-sector areas, such as demand response, market transformation, and beneficial electrification.

Section 81 p. p. 47
- 2 With the Balanced Plan Approach and Balanced Portfolio framework in mind, the following design - 3 objectives were applied to the Settlement Plan: - 4 investment in low-income (LI): 17% to 22% of total energy efficiency portfolio inves...

AI summary The Settlement Plan follows the Balanced Plan Approach and Balanced Portfolio framework, with specific design objectives including 17% to 22% investment in low-income programs, a 50/50 split between residential and BNI programs for investment and energy savings, and assumptions detailed in Table 4 for EE and DR models.

- 8 distribution infrastructure. [Figure 11,](#page-61-1) below, provides highlights of the Settlement Plan. p. p. 61
- 8 distribution infrastructure. [Figure 11,](#page-61-1) below, provides highlights of the Settlement Plan. 9 Figure 11: 2023-2025 Settlement Plan – Portfolio-level Insights Carbon Emissions Avoided First-Year CO2e Savings (kt) 326 Lifeti...

AI summary The Settlement Plan for 2023-2025 highlights significant carbon emissions avoided, energy and demand savings, and investment allocation, including a focus on low-income participation and the split of energy efficiency and demand response investments between RES and BNI.

1 Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component p. pp. 62-116
1 Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component 2023-2025 Investment a Lifetime Benefits b First-Year Energy Savings Lifetime Energy Savings Peak EE Demand Savings Available DR Capacity Test ( ource Cost (...

AI summary Table 9 outlines the investment and savings associated with various energy efficiency and demand response programs in Nova Scotia from 2023 to 2025. It details program components, including residential and business initiatives, along with their respective investments, energy savings, and cost metrics.

11 Table 11: 2024 Settlement Plan Investment and Savings, by Program Component p. pp. 64-65
11 Table 11: 2024 Settlement Plan Investment and Savings, by Program Component 2024 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Availabl...

AI summary This table outlines the investment and savings associated with various energy efficiency and demand response programs in Nova Scotia for 2024. It includes details on program components, investment amounts, lifetime benefits, energy savings, and other metrics.

Existing Residential, Efficient Product Rebates (BNI), and Direct Installation. p. p. 66
Existing Residential, Efficient Product Rebates (BNI), and Direct Installation. 2025 Investment a Lifetime Benefits b First-Year Energy Savings Lifetime Energy Savings Peak EE Demand Savings Available DR Capacity (MW) Test ( ource Cost (TR...

AI summary The document presents a detailed table of energy efficiency and demand response programs, including investment, benefits, energy savings, and costs. It outlines various programs such as efficient product rebates, appliance retirement, and direct installation, along with their associated metrics and costs. The data includes both residential and business/non-profit programs and highlights the total benefits and costs across different initiatives.

1 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS p. pp. 68-70
1 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS To ensure the Settlement Plan represents all Nova Scotians and is accessible for all to enjoy the benefits of energy efficiency, the Settlement Plan was designed with customers top of mind...

AI summary The Settlement Plan was designed with customers in mind, focusing on three major groups: Residential, BNI, and Diverse & Underserved Communities. Investments for 2023-2025 are illustrated in Figure 12. E1's portfolio design objectives emphasize access for all market segments, particularly residential, small business, commercial & industrial, and diverse & underserved communities.

1 Table 15: Major Categories of Customer Segments, Dedicated Program Components & Other Support p. pp. 71-124
1 Table 15: Major Categories of Customer Segments, Dedicated Program Components & Other Support Category Description of Target Segment Dedicated Program Components Other Support & Resources Diverse & Underserved Communities Nova Scotians o...

AI summary The table highlights the challenges faced by low-income and underserved communities in Nova Scotia regarding energy efficiency upgrades and the dedicated programs and support initiatives in place to assist them, including the Mi'kmaw Home Energy Efficiency Project and various community-specific initiatives.

7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES p. pp. 71-73
7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES E1 focused on strengthening the support provided to diverse and underserved communities in the Settlement Plan. Expanding investments in DSM for these customer groups is an important way to ensure...

AI summary E1 emphasizes expanding support for diverse and underserved communities, including Mi'kmaw communities, through increased investments in energy efficiency and demand response programs. The Settlement Plan aims to improve equity and accessibility for low-income households by allocating 21% of total investment to this group, with additional initiatives such as workforce development, home energy assessments, and tailored outreach efforts.

20 Table 16: Settlement Plan – Residential Sector Offerings p. pp. 75-76
20 Table 16: Settlement Plan – Residential Sector Offerings Program Program Component Target Market Segment Delivery Approach Enhancements in Settlement Plan Section Reference Residential Efficient Product Appliance Retirement Residential...

AI summary Table 16 outlines the Settlement Plan for residential sector offerings, including various programs such as appliance retirement, rebates, home energy assessments, and new initiatives like the Affordable Single-family Homes program. These programs aim to support energy efficiency across different residential segments, including low-income and Mi'kmaw communities.

4.1.2.1 APPLIANCE RETIREMENT PROGRAM COMPONENT p. p. 79
4.1.2.1 APPLIANCE RETIREMENT PROGRAM COMPONENT - The Appliance Retirement program component helps residential customers responsibly dispose of old, - inefficient appliances through a turn-key service approach. This service will pick up and...

AI summary The Appliance Retirement program component assists residential customers in disposing of inefficient appliances through a turn-key service, offering financial incentives and free replacements for low-income participants. It aims to promote energy efficiency and reduce demand through appliance retirement and replacement.

Table 18: Three-Year Summary of the Appliance Retirement Program Component p. pp. 79-132
Table 18: Three-Year Summary of the Appliance Retirement Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) Low-income 0.01 0.01 0.002 33 2024 Total 1.0 1.2 0.2 2,973 Low-income...

AI summary Table 18 summarizes the Appliance Retirement Program Component over three years, highlighting investments, energy and demand savings, and participation numbers. It also identifies market barriers such as affordability, accessibility, lack of trust, and lack of information, and outlines key components like no-cost appliance replacements and environmentally friendly retirement of inefficient appliances.

23 Table 19: Three-Year Summary of the Instant Savings Program Component p. p. 81
23 Table 19: Three-Year Summary of the Instant Savings Program Component Annual Plan Investment ($M) Energy Savings (GWh) Demand Savings (MW) Participation (products) Low-income 0.04 0.10 0.01 1,099 2025 Total 4.5 9.7 1.0 79,234 Low-income...

AI summary The Instant Savings Program Component is summarized in Table 19, highlighting investments, energy and demand savings, and participation numbers. Key barriers include affordability, awareness, and accessibility, while key components involve retail partnerships, product incentives, and advertising. The target market includes residential customers and retailers.

4.1.4.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 85
4.1.4.1 LOW-INCOME PERFORMANCE INDICATORS 4 Low-Income performance indicators for the Residential Efficient Product Rebates program are provided in 5 Table 21, below. 6

AI summary The document provides low-income performance indicators for the Residential Efficient Product Rebates program, as outlined in Table 21.

11 4.2.1 OBJECTIVES p. p. 87
11 4.2.1 OBJECTIVES - 12 Objectives of the Existing Residential program include: - 13 increase customer awareness of cost-effective options to increase their energy efficiency; - 14 improve the energy performance of residential dwellings w...

AI summary The objectives of the Existing Residential program include increasing customer awareness of energy efficiency, improving residential energy performance, reducing energy poverty, and achieving long-term energy and demand savings across Nova Scotia, including Mi'kmaw communities.

1 4.2.2.3 MI'KMAW HOME ENERGY EFFICIENCY PROJECT p. pp. 91-93
1 4.2.2.3 MI'KMAW HOME ENERGY EFFICIENCY PROJECT 2 The Mi'kmaw Home Energy Efficiency Project program component is a whole-home retrofit service offered 3 to customers at no-cost. Available to band-owned homes in Mi'kmaw communities, the M...

AI summary The Mi'kmaw Home Energy Efficiency Project offers no-cost whole-home retrofits to band-owned homes in Mi'kmaw communities. It includes energy assessments, building envelope improvements, and heating system upgrades. The program prioritizes hiring Mi'kmaw and community-preferred contractors and targets low-income and eligible Mi'kmaw customers.

19 Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component p. p. 93
19 Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component Annual Plan24 Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (products) (homes) 2023 Total 1.2 0.5 0.2 130 118 2024 Tot...

AI summary Table 26 provides a three-year summary of the Mi'kmaw Home Energy Efficiency Project, including investment, energy savings, demand savings, and participation metrics. The table outlines market barriers such as affordability, awareness, and resource limitations that hinder the implementation of energy efficiency upgrades in Mi'kmaw communities.

4.2.2.6 AFFORDABLE SINGLE-FAMILY HOMES p. pp. 98-99
4.2.2.6 AFFORDABLE SINGLE-FAMILY HOMES This is a new program component being re-introduced under the Existing Residential Program in the Settlement Plan. Re-introduction of this program component provides an opportunity to ensure equity of...

AI summary The Affordable Single-family Homes program component is being reintroduced under the Existing Residential Program in the Settlement Plan. It offers no-cost, fully project-managed whole-home retrofits for income-qualified Nova Scotians, focusing on energy efficiency improvements and appliance replacements for eligible low-income and Mi'kmaw customers.

Table 29: Three-Year Summary of the Affordable Single-family Homes Program Component p. pp. 99-152
Table 29: Three-Year Summary of the Affordable Single-family Homes Program Component Annual Plan28 Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (products) (homes) 2023 Total 8.1 2.9 0.8 217 493 2024 Total 8.2 2.9...

AI summary Table 29 summarizes the Affordable Single-family Homes Program Component over three years, highlighting investment, energy savings, demand savings, participation, and market barriers. The program targets income-qualified homeowners and addresses challenges such as affordability, awareness, and lack of trust.

4.2.4.1 LOW-INCOME PERFORMANCE INDICATORS p. pp. 105-158
4.2.4.1 LOW-INCOME PERFORMANCE INDICATORS 16 Low-income performance indicators for the Existing Residential program are provided in Table 32, below.

AI summary The section introduces low-income performance indicators for the Existing Residential program, referencing Table 32 for detailed data.

5.1.4.1 LOW-INCOME PERFORMANCE INDICATORS p. pp. 117-170
5.1.4.1 LOW-INCOME PERFORMANCE INDICATORS Low-income performance indicators for the BNI Efficient Product Rebate program are provided in Table 41, 2 3 below. 1 4 8 9 11 12 13 15 16

AI summary The text references low-income performance indicators for the BNI Efficient Product Rebate program, as outlined in Table 41. It highlights metrics related to the program's effectiveness in serving low-income households.

5.2.4.1 LOW-INCOME PERFORMANCE INDICATORS p. pp. 128-181
5.2.4.1 LOW-INCOME PERFORMANCE INDICATORS Low-income performance indicators for the Custom Incentives program were calculated using 2020 actuals, consistent with the approach used for other programs. In 2020, the Custom Incentives program...

AI summary The Low-Income Performance Indicators for the Custom Incentives program were calculated using 2020 data, with no low-income participation recorded in 2020, leading to an assumption of zero participation for the 2023-2025 Plan period.

5.3.4.1 LOW-INCOME PERFORMANCE INDICATORS p. pp. 134-187
5.3.4.1 LOW-INCOME PERFORMANCE INDICATORS Low-income performance indicators for the Direct Installation program are provided in Table 52, below.

AI summary The section introduces low-income performance indicators for the Direct Installation program, referencing data presented in Table 52.

Table 52: 2023-2025 Direct Installation Low-Income Performance Indicators p. p. 134
Table 52: 2023-2025 Direct Installation Low-Income Performance Indicators Year First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Participation (products) a 2023 0.5 6.9 0.1 4,272 2024 0.5 7.1 0.1 4,436...

AI summary Table 52 outlines performance indicators for the Direct Installation Low-Income Program from 2023 to 2025, showing energy savings, peak demand savings, and participation numbers across the years.

29 6.5.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 144
29 6.5.1 LOW-INCOME PERFORMANCE INDICATORS 30 Low-income performance indicators for the DR program are provided in [Table 58,](#page-145-1) below.

AI summary The document refers to low-income performance indicators for the Demand Response (DR) program, which are detailed in Table 58.

7.2.3.2 DIVERSE & UNDERSERVED COMMUNITIES p. pp. 150-151
7.2.3.2 DIVERSE & UNDERSERVED COMMUNITIES - Diverse and underserved communities, or groups, such as Mi'kmaw and African Nova Scotians, are communities that experience collective barriers to participating in society based on age, ethnicity,...

AI summary The document outlines efforts to improve engagement with diverse and underserved communities, including Mi'kmaw and African Nova Scotians, through culturally appropriate outreach, community liaisons, partnerships, and training. Performance goals related to referrals, youth engagement, and training participation are also mentioned.

10. CONCLUSION p. pp. 171-172
10. CONCLUSION - The Settlement Plan is responsive to the climate emergency and helps advance recent environmental goals - preparing for the future. The Settlement Plan positions E1 to achieve levels of DSM in the future and is a - transit...

AI summary The Settlement Plan addresses the climate emergency, increases energy efficiency targets, expands accessibility and equity initiatives, and delivers significant cost savings to ratepayers. It aims to achieve 1.2% DSM savings, supports underserved communities, and provides financial benefits exceeding the investment. The plan is achievable, stakeholder-informed, and in the best interest of ratepayers.

4 Table 3: Balanced Plan Aspects Addressed in the Settlement Plan p. p. 99
4 Table 3: Balanced Plan Aspects Addressed in the Settlement Plan Balanced Plan Aspects 2023-2025 Settlement Plan Access to programs by all market sectors and rate classes by addressing barriers to participation • low-income investment – 2...

AI summary The Settlement Plan addresses access to energy efficiency (EE) and demand response (DR) programs across all market sectors and rate classes. It emphasizes low-income investment, residential and BNI program funding splits, and new program components targeting underserved markets and communities.

Section 634 p. p. 99
- 3 objectives were applied to the Settlement Plan: - 4 investment in low-income (LI): 17% to 22% of total energy efficiency portfolio investment; - 5 investment split: 50% Residential (Res) and 50% BNI programs; and - 6 energy savings spl...

AI summary The Settlement Plan includes three objectives: 17% to 22% investment in low-income programs, a 50/50 investment split between residential and BNI programs, and a 40/60 energy savings split between residential and BNI programs. Table 4 outlines key global assumptions applied to the Settlement Plan, with the 'Model' column indicating applicability to EE, DR, or both models.

Table 11: 2024 Settlement Plan Investment and Savings, by Program Component p. p. 118
Table 11: 2024 Settlement Plan Investment and Savings, by Program Component 2024 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Available D...

AI summary Table 11 outlines the 2024 Settlement Plan's investment and savings across various program components, including residential behavior, low-income participation, and business programs, with data on investment, benefits, energy savings, and cost metrics.

1 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS p. pp. 121-123
1 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS To ensure the Settlement Plan represents all Nova Scotians and is accessible for all to enjoy the benefits of energy efficiency, the Settlement Plan was designed with customers top of mind...

AI summary The Settlement Plan was designed with customer segments in mind to ensure all Nova Scotians benefit from energy efficiency. It focuses on three major groups: Residential, BNI, and Diverse & Underserved Communities, with investments outlined for 2023–2025. The plan also emphasizes access for four major categories: residential, small business, commercial & industrial, and diverse & underserved communities.

7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES p. pp. 124-126
7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES E1 focused on strengthening the support provided to diverse and underserved communities in the Settlement Plan. Expanding investments in DSM for these customer groups is an important way to ensure...

AI summary The text discusses E1's focus on supporting diverse and underserved communities through the Settlement Plan, including increased investment in energy efficiency programs for low-income households and Mi'kmaw communities. It highlights initiatives such as the Mi'kmaw Home Energy Efficiency Project, workforce development, and partnerships with organizations like ISANS to promote diversity in hiring.

4. RESIDENTIAL PROGRAMS & SERVICES p. pp. 126-128
4. RESIDENTIAL PROGRAMS & SERVICES For over a decade, E1's residential programs have provided Nova Scotia customers bill savings, improved comfort, and protection from energy cost increases. Over that decade, E1 introduced a new dedicated...

AI summary E1's residential programs have delivered energy savings and comfort improvements for over a decade, including initiatives for Mi'kmaw communities and new home efficiency standards. The Settlement Plan will continue these efforts through the 2023-2025 DSM Plan period, focusing on evolving programs, leveraging new technologies, and expanding benefits such as system-peak demand reduction.

4.1.2.1 APPLIANCE RETIREMENT PROGRAM COMPONENT p. p. 132
4.1.2.1 APPLIANCE RETIREMENT PROGRAM COMPONENT The Appliance Retirement program component helps residential customers responsibly dispose of old, inefficient appliances through a turn-key service approach. This service will pick up and res...

AI summary The Appliance Retirement program assists residential customers in disposing of inefficient appliances through a turn-key service, offering financial incentives. It also includes a free replacement service for low-income customers in the HomeWarming program, contributing to energy savings and demand reduction as outlined in Table 18 of the Settlement Plan.

4.1.4.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 138
4.1.4.1 LOW-INCOME PERFORMANCE INDICATORS - 4 Low-Income performance indicators for the Residential Efficient Product Rebates program are provided in - 5 Table 21, below.

AI summary The document references Low-Income performance indicators for the Residential Efficient Product Rebates program, which are detailed in Table 21.

11 4.2.1 OBJECTIVES p. p. 140
11 4.2.1 OBJECTIVES - 12 Objectives of the Existing Residential program include: - 13 increase customer awareness of cost-effective options to increase their energy efficiency; - 14 improve the energy performance of residential dwellings w...

AI summary The objectives of the Existing Residential program include increasing customer awareness of energy efficiency, improving residential energy performance, reducing energy poverty, and achieving long-term energy savings. The program also aims to support the adoption of energy-efficient products and behaviors across Nova Scotia, with a focus on Mi'kmaw communities and low-income housing.

14 Component p. p. 142
14 Component Investment Energy Savings Demand Savings Participation Market Barriers • Affordability: lack of financial resources to cover upfront costs (product/equipment, installation, energy assessments). • Awareness: lack of information...

AI summary The text discusses market barriers to energy efficiency, including affordability, awareness, resource constraints, and split incentives, particularly in the context of low-income and multi-family housing. It highlights the need for project management support and energy audits to improve efficiency and comfort in low-income housing.

4.2.2.3 MI'KMAW HOME ENERGY EFFICIENCY PROJECT p. pp. 144-146
4.2.2.3 MI'KMAW HOME ENERGY EFFICIENCY PROJECT - The Mi'kmaw Home Energy Efficiency Project program component is a whole-home retrofit service offered - to customers at no-cost. Available to band-owned homes in Mi'kmaw communities, the Mi'...

AI summary The Mi'kmaw Home Energy Efficiency Project offers no-cost whole-home retrofits to band-owned homes in Mi'kmaw communities, including energy assessments, building envelope improvements, and heating system upgrades. The program also includes appliance replacements for eligible low-income and Mi'kmaw customers, and Table 26 summarizes its investment, energy savings, and key components.

Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component p. p. 146
Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component Annual Plan24 Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (products) (homes) 2023 Total 1.2 0.5 0.2 130 118 2024 Total...

AI summary The Mi'kmaw Home Energy Efficiency Project is a low-income program targeting Mi'kmaw communities, focusing on energy efficiency upgrades and education. It addresses barriers such as affordability, awareness, and resource limitations, and includes measures like home energy assessments, heating systems, and appliance replacements. The program has evolved from a pilot initiative into a standalone component under the DSM Resource Plan.

4.2.2.6 AFFORDABLE SINGLE-FAMILY HOMES p. pp. 151-152
4.2.2.6 AFFORDABLE SINGLE-FAMILY HOMES This is a new program component being re-introduced under the Existing Residential Program in the Settlement Plan. Re-introduction of this program component provides an opportunity to ensure equity of...

AI summary The Affordable Single-family Homes program component is being reintroduced under the Existing Residential Program in the Settlement Plan. It offers no-cost, whole-home retrofits for income-qualified Nova Scotians, building on past Energy Efficiency and Conservation Act (E1) initiatives. The program includes energy assessments, building envelope improvements, and appliance replacements for eligible low-income and Mi'kmaw customers.

15 Table 52: 2023-2025 Direct Installation Low-Income Performance Indicators p. p. 187
15 Table 52: 2023-2025 Direct Installation Low-Income Performance Indicators Year First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Participation (products) a 2023 0.5 6.9 0.1 4,272 2024 0.5 7.1 0.1 4,4...

AI summary Table 52 outlines performance indicators for the Direct Installation Low-Income program from 2023 to 2025, showing energy savings, peak demand savings, and participation numbers over the three-year period.

29 6.5.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 197
29 6.5.1 LOW-INCOME PERFORMANCE INDICATORS 30 Low-income performance indicators for the DR program are provided in [Table 58,](#page-198-1) below.

AI summary The document references low-income performance indicators for the Demand Response (DR) program, with data provided in Table 58.

Table 58: 2023-2025 Demand Response Low-Income Performance Indicators p. pp. 197-198
Table 58: 2023-2025 Demand Response Low-Income Performance Indicators Year New DR Capacity (MW) Available DR Capacity (MW) Participation (participants) a 2023 0.01 0.02 31 2024 0.24 0.26 1,742 2025 0.40 0.66 4,858 Total 0.7 0.7 4,858 & lt;...

AI summary Table 58 outlines the performance indicators for the Demand Response Low-Income program from 2023 to 2025, showing the growth in new and available capacity, as well as the increasing number of participants over the years.

Section 1157 p. p. 67
- x. Reporting on low-income program participation, expenditures, and savings through a variety of methods, including estimation based on geographic census information. - 5 - DATE FILED: 4 October 2022 Page 29 of 37

AI summary The text discusses reporting on low-income program participation, expenditures, and savings using various methods, including estimation based on geographic census information.

E-312023-2025 EOne NSPI Supply Agreement Fully Executed 27 passages
4 Schedule A p. p. 27
4 Schedule A 6 5 Electricity Efficiency and Conservation Activities The figure below identifies the scope of savings (3 year Cumulative Annual Energy Savings, Cumulative Annual Peak Demand Savings, Cumulative Annual Energy Savings from Low...

AI summary This section outlines the scope of savings from Electricity Efficiency and Conservation Activities (EECAs) over a three-year plan, including cumulative annual energy and peak demand savings, and demand response capacity, specifically highlighting savings from low-income programs.

4 Table 1: New Initiatives and Key Enhancements in the 2023-2025 Settlement Plan p. pp. 55-56
4 Table 1: New Initiatives and Key Enhancements in the 2023-2025 Settlement Plan Title Type of Initiative Section Reference Residential Affordable Single-family Homes New program component in the residential sector Section 4.2.2.6 Point-of...

AI summary Table 1 outlines new initiatives and key enhancements in the 2023-2025 Settlement Plan, including new and enhanced programs in residential and BNI sectors, cross-sector initiatives, and new initiatives under Enabling Strategies. These include programs such as residential behaviour, demand response, market transformation, and beneficial electrification.

Section 123 p. p. 69
- 3 objectives were applied to the Settlement Plan: - 4 investment in low-income (LI): 17% to 22% of total energy efficiency portfolio investment; - 5 investment split: 50% Residential (Res) and 50% BNI programs; and 1 • energy savings spl...

AI summary The Settlement Plan includes three objectives, with a focus on low-income investment, investment split between residential and BNI programs, and energy savings distribution. Table 4 outlines key global assumptions applied to the Settlement Plan, distinguishing model inputs and assumptions for EE, DR, and both.

8 distribution infrastructure. [Figure 11,](#page-83-1) below, provides highlights of the Settlement Plan. p. p. 83
8 distribution infrastructure. [Figure 11,](#page-83-1) below, provides highlights of the Settlement Plan. 9 Figure 11: 2023-2025 Settlement Plan – Portfolio-level Insights Carbon Emissions Avoided First-Year CO2e Savings (kt) 326 Lifetime...

AI summary The Settlement Plan for 2023-2025 outlines key metrics such as carbon emissions avoided, energy savings, peak demand reductions, and investment allocations. It highlights a focus on energy efficiency and demand response programs, with a significant portion of investment directed toward low-income initiatives.

Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component p. p. 85
Table 9: 2023-2025 Settlement Plan Investment and Savings, by Program Component Residential (Res) Energy Efficiency (EE) Programs Efficient Product Rebates 14.1 30.8 32.3 279.0 3.5 - 1.1 0.7 2.2 1.4 Appliance Retirement 3.1 2.0 3.7 15 0.5...

AI summary Table 9 outlines the investment and savings associated with various energy efficiency programs from 2023 to 2025, including residential and business initiatives, with details on energy savings, investment amounts, and cost metrics.

7 Table 10: 2023 Settlement Plan Investment and Savings, by Program Component p. p. 86
Existing Residential 20.9 50.3 37.3 403 10.3 - 15 11 2.4 1.8 Efficient Product Installation 3.1 6.6 11.2 59 1.7 2.2 1.4 2.2 1.4 Affordable Mult-Family Housing 1.3 3.8 1.9 34 0.6 1.2 0.9 2.9 2.0 Home Energy Assessment 3.9 21.7 8.6 17.2 4.3...

AI summary The table presents investment and savings data for various energy efficiency and demand response programs in 2023, including Efficient Product Installation, Affordable Mult-Family Housing, Home Energy Assessment, and others, with metrics such as investment, savings, and benefit/cost ratios.

Section 387 p. p. 86
ring lifetime benefits to E1's costs. For DR, 10-year lifetime costs and benefits are taken to include the expected full program life. PAC excluding carbon is provided for informational purposes only. e Reflects E1's planned participation...

AI summary The text discusses the evaluation of demand response (DR) programs over a 10-year period, considering lifetime costs and benefits. It also notes the inclusion of low-income customers in E1's planned participation and references specific rebate programs.

11 Table 11: 2024 Settlement Plan Investment and Savings, by Program Component p. pp. 86-87
11 Table 11: 2024 Settlement Plan Investment and Savings, by Program Component 2024 Investment a ($ million) Lifetime Benefits b ($ million) First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak EE Demand Savings (MW) Availabl...

AI summary Table 11 outlines the 2024 Settlement Plan Investment and Savings by Program Component, detailing investments, benefits, energy savings, and costs for various energy efficiency, enabling strategies, and demand response programs in Nova Scotia.

1 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS p. pp. 90-92
1 3.4 SETTLEMENT PLAN – CUSTOMER GROUPS & SEGMENTS To ensure the Settlement Plan represents all Nova Scotians and is accessible for all to enjoy the benefits of energy efficiency, the Settlement Plan was designed with customers top of mind...

AI summary The Settlement Plan is designed to ensure energy efficiency benefits are accessible to all Nova Scotians, with a focus on customer segments such as residential, BNI, and diverse & underserved communities. The plan outlines investments for 2023-2025 and emphasizes access across various market segments.

1 Table 15: Major Categories of Customer Segments, Dedicated Program Components & Other Support p. p. 93
1 Table 15: Major Categories of Customer Segments, Dedicated Program Components & Other Support Category Description of Target Segment Dedicated Program Components Other Support & Resources Diverse & Underserved Communities Nova Scotians o...

AI summary The table outlines customer segments, particularly diverse and underserved communities, who face challenges in accessing energy efficiency programs due to low income and limited information. Dedicated programs such as the Mi'kmaw Home Energy Efficiency Project and support initiatives like appliance replacement and energy solutions advisors are highlighted.

7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES p. pp. 93-95
7 3.4.1 DIVERSE & UNDERSERVED COMMUNITIES E1 focused on strengthening the support provided to diverse and underserved communities in the Settlement Plan. Expanding investments in DSM for these customer groups is an important way to ensure...

AI summary E1 emphasizes increasing support for diverse and underserved communities, particularly low-income and Mi'kmaw populations, through expanded investments in energy efficiency programs. The Settlement Plan aims to improve energy bill savings, equity, and accessibility, while also promoting workforce development and partnerships.

4.1.2.1 APPLIANCE RETIREMENT PROGRAM COMPONENT p. p. 101
4.1.2.1 APPLIANCE RETIREMENT PROGRAM COMPONENT The Appliance Retirement program component helps residential customers responsibly dispose of old, inefficient appliances through a turn-key service approach. This service will pick up and res...

AI summary The Appliance Retirement program assists residential customers in disposing of inefficient appliances and offers financial incentives. It also includes a free replacement service for low-income participants in the HomeWarming program. Table 18 summarizes the program's three-year investment, energy savings, and other key details from the Settlement Plan.

Table 18: Three-Year Summary of the Appliance Retirement Program Component p. p. 101
Table 18: Three-Year Summary of the Appliance Retirement Program Component Annual Plan Investment Energy Savings Demand Savings Participation Low-income 0.01 0.01 0.002 33

AI summary Table 18 provides a three-year summary of the Appliance Retirement Program Component, focusing on the low-income category. It outlines the investment, energy savings, demand savings, and participation numbers for the program, though the data appears minimal and incomplete.

4.1.4.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 107
4.1.4.1 LOW-INCOME PERFORMANCE INDICATORS 4 Low-Income performance indicators for the Residential Efficient Product Rebates program are provided in 5 Table 21, below. 6

AI summary The document section discusses low-income performance indicators for the Residential Efficient Product Rebates program, referencing Table 21 for detailed information.

11 4.2.1 OBJECTIVES p. p. 109
11 4.2.1 OBJECTIVES - 12 Objectives of the Existing Residential program include: - 13 increase customer awareness of cost-effective options to increase their energy efficiency; - 14 improve the energy performance of residential dwellings w...

AI summary The objectives of the Existing Residential program focus on increasing energy efficiency awareness, improving residential energy performance, reducing energy poverty, and achieving long-term energy savings. The program also aims to support the adoption of energy-efficient technologies and behaviors across Nova Scotia, including Mi'kmaw communities.

1 4.2.2.3 MI'KMAW HOME ENERGY EFFICIENCY PROJECT p. pp. 113-115
1 4.2.2.3 MI'KMAW HOME ENERGY EFFICIENCY PROJECT The Mi'kmaw Home Energy Efficiency Project program component is a whole-home retrofit service offered to customers at no-cost. Available to band-owned homes in Mi'kmaw communities, the Mi'km...

AI summary The Mi'kmaw Home Energy Efficiency Project offers no-cost whole-home retrofits to band-owned homes in Mi'kmaw communities, including energy assessments, building envelope improvements, and heating system upgrades. The program prioritizes hiring Mi'kmaw and community-preferred contractors and includes appliance replacements for eligible low-income and Mi'kmaw customers.

19 Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component p. p. 115
19 Table 26: Three-Year Summary of the Mi'kmaw Home Energy Efficiency Project Program Component Annual Plan24 Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (products) (homes) 2023 Total 1.2 0.5 0.2 130 118 2024 Tot...

AI summary The Mi'kmaw Home Energy Efficiency Project aims to improve energy efficiency in Mi'kmaw communities through investments in energy-saving measures. The three-year plan outlines investments, energy and demand savings, and participation targets. Key barriers include affordability, awareness, and resource limitations, as well as split incentives affecting implementation.

4.2.2.6 AFFORDABLE SINGLE-FAMILY HOMES p. pp. 120-121
4.2.2.6 AFFORDABLE SINGLE-FAMILY HOMES This is a new program component being re-introduced under the Existing Residential Program in the Settlement Plan. Re-introduction of this program component provides an opportunity to ensure equity of...

AI summary The Affordable Single-family Homes program component is being reintroduced under the Existing Residential Program in the Settlement Plan. It provides no-cost, fully project-managed whole-home retrofits for income-qualified Nova Scotians, focusing on energy efficiency improvements and appliance replacements for low-income and Mi'kmaw participants.

Table 29: Three-Year Summary of the Affordable Single-family Homes Program Component p. p. 121
Table 29: Three-Year Summary of the Affordable Single-family Homes Program Component Annual Plan28 Investment Energy Savings Demand Savings Participation ($M) (GWh) (MW) (products) (homes) 2023 Total 8.1 2.9 0.8 217 493 2024 Total 8.2 2.9...

AI summary Table 29 outlines the Affordable Single-family Homes Program Component over three years, highlighting investments, energy and demand savings, participation numbers, and key barriers such as affordability, awareness, and lack of trust. It also details program components like no-cost home energy assessments and education.

4.2.4.1 LOW-INCOME PERFORMANCE INDICATORS 15 p. p. 127
4.2.4.1 LOW-INCOME PERFORMANCE INDICATORS 15 16 Low-income performance indicators for the Existing Residential program are provided in Table 32, below.

AI summary The document provides low-income performance indicators for the Existing Residential program, as outlined in Table 32.

1 5.1.4.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 139
1 5.1.4.1 LOW-INCOME PERFORMANCE INDICATORS Low-income performance indicators for the BNI Efficient Product Rebate program are provided in Table 41, 2 3 below. 4

AI summary The document provides low-income performance indicators for the BNI Efficient Product Rebate program, as outlined in Table 41.

5.2.4.1 LOW-INCOME PERFORMANCE INDICATORS p. p. 150
5.2.4.1 LOW-INCOME PERFORMANCE INDICATORS Low-income performance indicators for the Custom Incentives program were calculated using 2020 actuals, consistent with the approach used for other programs. In 2020, the Custom Incentives program...

AI summary The Custom Incentives program had no low-income participation in 2020, and this was assumed to continue for the 2023-2025 Plan period. Performance indicators for low-income participation were calculated based on 2020 actuals.

5.3.4.1 LOW-INCOME PERFORMANCE INDICATORS 12 p. p. 156
5.3.4.1 LOW-INCOME PERFORMANCE INDICATORS 12 Low-income performance indicators for the Direct Installation program are provided in Table 52, below. 13

AI summary This section introduces low-income performance indicators for the Direct Installation program, referencing Table 52 for detailed data. The focus is on evaluating program performance in relation to low-income households.

15 Table 52: 2023-2025 Direct Installation Low-Income Performance Indicators p. p. 156
15 Table 52: 2023-2025 Direct Installation Low-Income Performance Indicators Year First-Year Energy Savings (GWh) Lifetime Energy Savings (GWh) Peak Demand Savings (MW) Participation (products) a 2023 0.5 6.9 0.1 4,272 2024 0.5 7.1 0.1 4,4...

AI summary Table 52 outlines performance indicators for the Direct Installation Low-Income program from 2023 to 2025, showing annual and lifetime energy savings, peak demand savings, and participation numbers. The data highlights consistent energy savings and increasing participation over the three-year period.

1 Table 58: 2023-2025 Demand Response Low-Income Performance Indicators p. pp. 166-167
1 Table 58: 2023-2025 Demand Response Low-Income Performance Indicators Year New DR Capacity (MW) Available DR Capacity (MW) Participation (participants) a 2023 0.01 0.02 31 2024 0.24 0.26 1,742 2025 0.40 0.66 4,858 Total 0.7 0.7 4,858 & l...

AI summary Table 58 outlines the projected performance indicators for the Demand Response Low-Income program from 2023 to 2025, showing increases in new and available DR capacity and the number of participating low-income residents.

7.2.3.2 DIVERSE & UNDERSERVED COMMUNITIES p. pp. 172-173
7.2.3.2 DIVERSE & UNDERSERVED COMMUNITIES - Diverse and underserved communities, or groups, such as Mi'kmaw and African Nova Scotians, are communities that experience collective barriers to participating in society based on age, ethnicity,...

AI summary The document outlines strategies to improve engagement with diverse and underserved communities, including Mi'kmaw and African Nova Scotians, through culturally appropriate outreach, community liaisons, partnerships, and training initiatives aimed at increasing participation and employment opportunities in the energy efficiency industry.

10. CONCLUSION p. pp. 193-194
10. CONCLUSION - The Settlement Plan is responsive to the climate emergency and helps advance recent environmental goals - preparing for the future. The Settlement Plan positions E1 to achieve levels of DSM in the future and is a - transit...

AI summary The Settlement Plan addresses the climate emergency and supports environmental goals by increasing DSM targets to 1.2% of NS Power's load, reducing emissions, and improving accessibility and equity. It is cost-effective, delivering significant benefits to ratepayers, and is achievable with stakeholder input and expertise.

87301Board Decision 7 passages
2.3 Intervenor Consensus for Settlement Plan p. pp. 9-10
2.3 Intervenor Consensus for Settlement Plan [24] The Settlement Plan and its proposed investment level received general support from most intervenors. The CA also urged E1 to continue to identify and develop additional low-income housing...

AI summary The Settlement Plan received general support but with recommendations. The CA urged E1 to expand low-income programs and adopt performance metrics. The SBA recommended reallocating DSM investments based on TRC test results. The Industrial Group requested payback data transparency, individual justification for TRC failures, and updated Statistics Canada data usage.

4.1 Proposed Levels of DSM Spending for 2023-2025 p. p. 13
4.1 Proposed Levels of DSM Spending for 2023-2025 [34] As noted earlier in this decision, E1 is seeking Board approval of its Settlement Plan, which includes spending $173.0 million over the three-year period from 2023 to 2025. DSM program...

AI summary E1 is proposing a three-year DSM spending plan of $173 million from 2023 to 2025, aiming for 412.7 GWh of energy savings and 96.7 MW of demand savings. Spending will increase annually, with a focus on residential and BNI sectors, and significant investment in underserved and Mi'kmaw communities.

4.2 Proposed Performance Targets p. pp. 16-18
4.2 Proposed Performance Targets [49] The Settlement Plan sets a target for cumulative annual energy savings of 412.7 GWh and cumulative annual peak demand savings of 78.8 MW. E1 stated in its application: E1's success in implementing an a...

AI summary The Settlement Plan establishes performance targets for E1, including 412.7 GWh annual energy savings and 78.8 MW peak demand savings, with 90% achievement required for compliance. E1's compliance is monitored via quarterly and annual reports. Concerns were raised about increased low-income program spending, and $35.8M is allocated for underserved markets under the Settlement Plan.

4.3.1 BALANCED PLAN APPROACH p. p. 25
4.3.1 BALANCED PLAN APPROACH EfficiencyOne will produce DSM Resource Plans that balance multiple aspects of DSM for the benefit of customers, including: - Short-term and long-term energy and capacity avoidance; - Program delivery costs; -...

AI summary EfficiencyOne (E1) outlines a balanced DSM Resource Plan emphasizing energy and capacity avoidance, cost efficiency, non-electric benefits, and equitable access. The Settlement Plan includes 17-22% low-income investment, 50/50 residential-to-BNI splits, and increased innovation funding. E1 aligns these objectives with census data and load forecasts, prioritizing equity and diverse community outreach.

4.5.1 Allocation to Low-income Program Components p. pp. 25-29
4.5.1 Allocation to Low-income Program Components [85] The cost effectiveness test results for the Settlement Plan are shown as follows: 2023-2025 Settlement Plan Total Resource Cost (TRC) Test Program Administrator Cost (PAC) Test Residen...

AI summary The cost effectiveness test results for the 2023-2025 Settlement Plan are presented, showing the Total Resource Cost (TRC) Test and Program Administrator Cost (PAC) Test results for various residential and BNI energy efficiency programs and the Demand Response (DR) Program.

Preamble p. pp. 29-63
[86] The Settlement Plan has an overall TRC test value of 2.0 (2.0 for energy efficiency programs and 1.1 for demand response). All programs have a TRC test value greater than 1 and thus pass at the Board approved level. However, two compo...

AI summary The Settlement Plan passes the TRC test with a value of 2.0, except for two components of the Existing Residential Program, which fail due to their focus on low-income and underserved communities. John G. Athas recommends shifting 80% of E1's funding from residential to BNI programs to achieve greater energy savings at a lower cost.

Q. ARE THERE OTHER ASPECTS OF AFFORDIBILITY THAT SHOULD BE CONSIDERED? p. pp. 35-38
Q. ARE THERE OTHER ASPECTS OF AFFORDIBILITY THAT SHOULD BE CONSIDERED? A. Yes. One of the most important aspects of affordability is the effect of DSM investments on classes of customers who are most acutely affected by changes in energy c...

AI summary Affordability considerations include impacts on low-income, tenant, and First Nations customers, as well as equity in DSM program benefits. Legal discretion under PUA sections 79L(8)-(9) allows the Board to weigh affordability and customer interests. DSM programs may disproportionately benefit participants, necessitating design adjustments to address participation barriers.

85797Letter from NSPI re. DSM Application 1 passage
Section 1 p. p. 0
March 11, 2022 Crystal Henwood 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 Dear Ms. Henwood: Re: EfficiencyOne – Demand Side Managemen...

AI summary NS Power supports EfficiencyOne's 2023-2025 DSM Plan, highlighting $173M in investments focused on low-income and First Nations programs. The plan aligns with GHG reduction goals and energy efficiency targets, with NS Power requesting a paper process for approval unless an oral hearing is requested.

86159NSUARB (NSPI) IR-1 to IR-6 1 passage
Request IR-2:
Request IR-2: - In its application, E1 noted that it has allotted over $10 million for low income energy efficiency - initiatives in an effort to reach about 17-22% of its total investment for those programs. However, - NS Power/Emera has...

AI summary E1 allocated $10 million for low-income energy efficiency initiatives, while NS Power/Emera previously committed $37 million over 10 years. The request seeks updates on NS Power's program status and annual expenditures to date.

86160NSUARB (E1) IR-1 to IR-41 4 passages
Request IR-14:
Request IR-14: - On p. 17 of 65, E1 stated that it has expanded investment in programs that target low income customers such that low income investment amounts to 21% of the total investment. - a) Please provide the actual amount of low in...

AI summary E1 claims 21% of total investment targets low-income customers. The request seeks annual low-income investment data from 2012-2021 and details on E1's role in NS Power's $37M, 10-year shareholder-funded initiatives, including annual spending under the program.

Request IR-27:
Request IR-27: - On p. 55 of 65, E1 stated that it applied a design objective in its DSM plan to achieve 17% to 22% of total investment in low income support to align with census data regarding prevalence of low income in Nova Scotia. - a)...

AI summary EfficiencyOne (E1) mentioned applying a design objective in its DSM plan to ensure 17% to 22% of total investment goes to low-income support. The request asks whether this objective was applied to both the preferred and alternate plans and whether E1 considered other entities’ low-income energy efficiency programs in developing the DSM Plan.

- c) Please provide details and costs of all low income focused energy efficiency programs currently available in Nova Scotia.
- c) Please provide details and costs of all low income focused energy efficiency programs currently available in Nova Scotia. 1 Request IR-28:

AI summary The request asks for details and costs of all low income focused energy efficiency programs currently available in Nova Scotia.

Request IR-34:
Request IR-34: - Appendix A, pages 56-57 of 149, Table 18: Please explain why the expected participation - (products) for "low income" is so low (approx. 1%) relative to the total number of expected - participants (products) in the Residen...

AI summary The text requests an explanation for the low participation rate (1%) of low-income individuals in the Residential Appliance Retirement Program Component compared to total participants.

86162IG (NSPI) IR-1 to IR-3 1 passage
1 Request IR-2:
1 Request IR-2: - 2 Please provide cost allocation tables, by rate class, for each year in a) E1's Preferred Plan; b) - 3 Alternate Scenario; c) Settlement Plan, and d) a Scenario where the Low Income funding is set - 4 at 12% of the inves...

AI summary Request IR-2 seeks cost allocation tables by rate class for four scenarios: E1's Preferred Plan, Alternate Scenario, Settlement Plan, and a Scenario with Low Income funding set at 12% of investment. The request aims to compare cost distributions across different planning approaches and funding levels.

86163IG (E1) IR-1 to IR-33 1 passage
30
30 1 2 (a) Please restate the 2023-2025 Plan, using the most current Statistics Canada data for Low-Income classification, i.e. 12.1%? 3 4 (b) If the spend on low income components is reduced to 12.1%, and the funds reallocated, please con...

AI summary The request asks EfficiencyOne to restate the 2023-2025 DSM Plan using updated low-income classification data and to provide a detailed breakdown of the proposed DR pilot programming costs. It also inquires about research on similar programs by other utilities, differences in DR offerings, and the potential use of existing demand control experience in new DR rates.

86171CA (E1) IR-1 to IR-7 1 passage
Request IR- 1:
Request IR- 1: In the past, E1 has underperformed in meeting its planned low-income spending and savings amounts. How will E1 ensure that it meets its low-income projected spending and savings amounts in 2023-2025?

AI summary E1 has previously underperformed in meeting low-income spending and savings targets. The proceeding asks how E1 will ensure compliance with its 2023-2025 projected low-income spending and savings amounts.

86173IPOANS (E1) IR-1 to IR-16 1 passage
2 DSM PROGRAMS FOR AFFORDABLE HOUSING & LOW INCOME HOUSING PROVIDERS :
2 DSM PROGRAMS FOR AFFORDABLE HOUSING & LOW INCOME HOUSING PROVIDERS : - 3 The requirements of the Affordable Multiple Family Housing programs could be said to be very onerous 4 relating to allowable rental levels, and the commitment for e...

AI summary The document questions the affordability and effectiveness of Nova Scotia's Affordable Multiple Family Housing (AMH) and Low Income Housing programs, particularly their strict rent control measures during high inflation. Stakeholders argue that rent caps below CPI, combined with rising non-electric costs, strain housing providers, risking property quality. Proposals include expanding eligibility via CMHC or Housing Nova Scotia programs and reassessing rent control's role given energy costs' limited impact on total operating expenses.

86174AEC (E1) IR-1 to IR-4 1 passage
INFORMATION REQUESTS:
INFORMATION REQUESTS: - 1. How will the proposed new Affordable Single-family Home Program (ASHP) be coordinated with the HomeWarming Program? - 2. Do you plan to ensure that having a certificate of title will not be a requirement for elig...

AI summary The document outlines four information requests related to Nova Scotia's energy programs. It questions coordination between the Affordable Single-family Home Program (ASHP) and HomeWarming, barriers to property title for African Nova Scotian communities, landlord incentives for multi-family housing, and efficiency programming for public housing. The Affordable Energy Coalition (AEC) highlights equity concerns and program challenges.

86746Closing Submission - SBA 1 passage
CLOSING SUBMISSION OF SMALL BUSINESS ADVOCATE
ratio of 1.0 into those that pass the costeffectiveness test. Failure to do so makes the plan more expensive for ratepayers and achieves less savings for participants than could otherwise be achieved. The SBA and Mr. Athas recognize that s...

AI summary The Small Business Advocate (SBA) and Mr. Athas argue that applying the TRC ratio of 1.0 to low-income energy efficiency programs disproportionately harms ratepayers and reduces savings. They support separate performance metrics for low-income sectors to ensure effective funding without compromising the TRC test, citing Synapse's 2022 testimony on the benefits of targeting low-income populations.

86759Closing Submission - AEC 4 passages
Proposed level of expenditure on low income programs
Proposed level of expenditure on low income programs We support the increased percent of program funding directed at low income programs to 21% of the total or $36 Million over the 3 year Agreement for an average of $12 Million/year. This...

AI summary The text supports increasing funding for low-income programs to 21% of total expenditure, citing that it's below national energy poverty estimates and that over 25% of Nova Scotia households are in energy poverty. They reference their May 19 submission and counter arguments that the investment level is too high.

Proposed Low Income Program elements
Proposed Low Income Program elements The Affordable Energy Coalition supports the proposed low income programs in the application submitted by EfficiencyOne and endorsed by Nova Scotia Power. Low income households and many moderate income...

AI summary The Affordable Energy Coalition supports EfficiencyOne's and Nova Scotia Power's proposed low income programs, emphasizing the need for affordability in energy efficiency. They endorse the Affordable Single-family Homeowner program (ASFHP) for maintaining regulated system access post-2015, shifting to comprehensive retrofits, and ensuring equity in the zero carbon energy transition.

Recommendations:
Recommendations: - 1. We recommend that the Affordable Single-family Homeowner program increase the level of savings from 30% to 50% of previous bills and GHGs for each participating household. This makes compelling sense from an overall s...

AI summary The document recommends increasing savings in the Affordable Single-family Homeowner program to 50%, overcoming participation barriers in African Nova Scotian communities, and promoting Beneficial Electrification via heat pumps. It supports continued funding for the Affordable Multi-family Housing program, opposes rental increase limits tied to inadequate definitions of affordable housing, and advocates for expanded Mi'kmaw programming in the Green Economy.

Summary of the Affordable Energy Coalition's Position
Summary of the Affordable Energy Coalition's Position The Affordable Energy Coalition strongly supports the proposed Agreement and in particular the increased investment in low income programs. This increased investment remains well below...

AI summary The Affordable Energy Coalition supports the proposed Agreement's increased investment in low-income programs but argues it remains below national energy poverty estimates. They emphasize that efficiency measures like insulation and heat pumps can reduce energy costs and GHGs, supporting an equitable zero-carbon transition. They applaud the Agreement's steps toward addressing energy poverty.

86760Closing Submission - NS Power 1 passage
General Comments p. p. 0
General Comments NS Power appreciates E1's transparency and engagement with DSM Advisory Group (DSMAG) members in setting out the principles, assumptions, inputs and scenario development and adjustment that lead to the development of the p...

AI summary NS Power supports E1's proposed 2023-2025 DSM Settlement Plan, which includes energy and demand savings targets and increased investment for low-income and First Nations communities. The plan is seen as important for decarbonization efforts in Nova Scotia.

86762Closing Submission - IG 1 passage
"BALANCED PLAN APPROACH" p. p. 0
"BALANCED PLAN APPROACH" The Settlement Plan allocates spending 55% to the Residential Sector / 45% to the Business, Non-Profit, Institutional (" BNI ") Sector to achieve 40% Residential / 60% BNI energy savings. Low-income investment make...

AI summary The Settlement Plan allocates 55% of spending to residential and 45% to BNI sectors, targeting 40% and 60% energy savings respectively. 21% of spending over three years targets low-income households (10% of savings), aligned with 2016 census data. The Industrial Group argues efficiency spending must meet lowest-cost criteria, criticizing E1's subsidies for DSM and low-income programs, which may reduce overall cost-effectiveness. NSPI is mandated to avoid discriminatory practices, and the Nova Scotia Court of Appeal ruled against rate assistance programs for low-income customers.

86763Closing Submission - E1 2 passages
Preamble p. p. 9
siness Development Managers, Onsite Energy Managers, and E1's Preferred Partner Network. - In order to increase the accessibility of programs by all market sectors and rate classes, the Settlement Plan builds on E1's existing portfolio of...

AI summary The Settlement Plan emphasizes affordability and ratepayer benefits through expanded energy efficiency programs, including 21% investment in low-income markets. E1 argues DSM is the lowest-cost fuel source, offering short-term savings and $543 million in long-term avoided costs. Support is noted from organizations like the Consumer Advocate and Membertou.

6. UNDERSERVED MARKETS AND DIVERSE COMMUNITIES p. pp. 12-13
process was largely supportive of E1's 4 enhanced commitment in this area, and Evidence and letters of comment filed under this regulatory 5 process have been supportive of the funding level proposed. 7 Under the 2023-2025 DSM Plan, E1 wil...

AI summary The document highlights support for E1's 2023-2025 DSM Plan, which focuses on underserved markets and diverse communities, including low-income and First Nations groups. Both NS Power and the Consumer Advocate support the increased investment in these areas, with the latter emphasizing the plan's equity benefits.

86818Reply Submission - E1 1 passage
4. LOW-INCOME INVESTMENT AND STATISTICS CANADA DATA p. pp. 5-6
4. LOW-INCOME INVESTMENT AND STATISTICS CANADA DATA The Industrial Group has recommended that the " Board direct E1 to incorporate the most current Statistics Canada data into its program planning when setting investment levels as part of...

AI summary The Industrial Group urges the Board to direct E1 to use updated Statistics Canada data for investment planning in its DSM Plan. E1 argues it is statutorily empowered under the Public Utilities Act to prioritize low-income and underserved markets, citing systemic barriers and stakeholder input. The Settlement Plan aims to increase investment in these areas beyond historical 8% averages.

87301Board Decision 7 passages
Preamble p. pp. 3-29
g for low-income, Mi'kmaw and diverse communities, supported by most of the parties in this proceeding, recognizes past under-service and attempts to address barriers to participation in DSM programs. [12] Subject to the adjustments and di...

AI summary The DSM program's focus on low-income, Mi'kmaw, and diverse communities, supported by most parties, addresses past under-service barriers. The Board approves E1's Settlement Plan and the 2023-2025 DSM Resource Plan, finding them in NS Power customers' best interests.

2.3 Intervenor Consensus for Settlement Plan p. pp. 9-10
2.3 Intervenor Consensus for Settlement Plan [24] The Settlement Plan and its proposed investment level received general support from most intervenors. The CA also urged E1 to continue to identify and develop additional low-income housing...

AI summary The Settlement Plan received broad support but with conditions. The CA and Synapse urged E1 to enhance low-income programs and metrics. The SBA recommended reallocating DSM investments based on TRC test outcomes. The Industrial Group requested payback transparency, individual justification for failed TRC measures, and updated data usage in filings.

4.1 Proposed Levels of DSM Spending for 2023-2025 p. p. 13
4.1 Proposed Levels of DSM Spending for 2023-2025 [34] As noted earlier in this decision, E1 is seeking Board approval of its Settlement Plan, which includes spending $173.0 million over the three-year period from 2023 to 2025. DSM program...

AI summary E1 proposes a three-year DSM spending plan of $173 million from 2023 to 2025, targeting energy savings of 412.7 GWh and demand savings of 96.7 MW. Spending is expected to increase annually, with 55% directed to residential programs and 45% to BNI sectors. A significant portion is allocated to underserved and diverse communities, including Mi'kmaw communities.

4.2 Proposed Performance Targets p. p. 18
that performance targets be established. - [52] Under the Settlement Plan, E1 will allocate $35.8 million toward DSM programs for underserved markets and diverse communities. This increase is nearly three times the 2020-2022 investment lev...

AI summary The Settlement Plan proposes increased funding for DSM programs targeting underserved markets and Mi'kmaw communities. Consultants recommend establishing performance targets to ensure effective spending on low-income energy efficiency programs and to prevent savings from being overshadowed by other programs.

4.3.1 BALANCED PLAN APPROACH p. p. 25
4.3.1 BALANCED PLAN APPROACH EfficiencyOne will produce DSM Resource Plans that balance multiple aspects of DSM for the benefit of customers, including: - Short-term and long-term energy and capacity avoidance; - Program delivery costs; -...

AI summary EfficiencyOne (E1) outlines a Balanced Plan Approach for Demand Side Management (DSM) that balances energy avoidance, costs, equity, and accessibility. The plan includes specific investment targets (e.g., 17-22% low-income focus) and emphasizes diversity, innovation, and outreach. It aligns with NS Power's forecasts and aims to ensure equitable access for all rate classes.

4.5.1 Allocation to Low-income Program Components p. pp. 25-29
4.5.1 Allocation to Low-income Program Components [85] The cost effectiveness test results for the Settlement Plan are shown as follows: 2023-2025 Settlement Plan Total Resource Cost (TRC) Test Program Administrator Cost (PAC) Test Residen...

AI summary The document presents cost effectiveness test results for the 2023-2025 Settlement Plan, including the Total Resource Cost (TRC) Test and Program Administrator Cost (PAC) Test for various energy efficiency and demand response programs, with a focus on low-income components.

Q. ARE THERE OTHER ASPECTS OF AFFORDIBILITY THAT SHOULD BE CONSIDERED? p. p. 38
me Programs, which would not have been included in the Alternate Scenario at the same levels, is an important step in providing access to DSM for under-served communities. [2019 NSUARB 105, para. 31] [110] Although the Board finds it has t...

AI summary The Board considers cost-effectiveness in DSM programs, with SBA suggesting shifting E1's funding to more cost-effective initiatives. The Industrial Group advocates using updated data for low-income programs. The Board approves E1's Settlement Plan, recognizing past under-service and aiming to address barriers for low-income and diverse communities.

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 →