Topic:"Program Requirements" in M06733

ming from. If customers in a particular rate class are willing to participate in ENS's programs, ENS should be able to allow those willing customers to contribute to its achievement of energy savings. If an individual rate class is close t...

AI summary The text discusses challenges faced by Efficiency Nova Scotia (ENS) in managing program participation across different rate classes. It highlights the difficulty in limiting participation in certain programs when forecasted investment is exceeded, particularly for programs like Efficient Product Rebates (BNI) and Green Heat. It also notes internal reporting delays and the challenges of meeting energy-savings targets at year-end.

2 As described above, ENS will be pleased to provide input into NS Power's proposed cost 3 allocation methodology once available. Mitigation Strategy Potential Impact and/or Uncertainty Restricting participation for specific rate classes t...

AI summary The document discusses potential mitigation strategies and their impacts on ENSC's ability to meet 2014 targets, customer satisfaction, and free-ridership. Strategies include restricting participation for specific rate classes, reducing incentives, and changing eligible measures, which may lead to confusion and dissatisfaction.

Update on Implementation of 2013 Verification and Evaluation Recommendations B C E F G K B Document major program modifications in the program manual:

AI summary The document provides an update on the implementation of 2013 verification and evaluation recommendations, focusing on the need to document major program modifications in the program manual.

Table 3: Target performance indicators and Minimum Requirements in Vermont Target performance indicators Metric Unit Electricity savings (Net annual cumulative) MWh Total Resource Benefits (electric, fossil, water) $ NPV Summer Peak Demand...

AI summary Table 3 outlines target performance indicators and minimum requirements in Vermont, including metrics like electricity savings, Total Resource Benefits (TRB), and participation thresholds. TRB is calculated based on avoided cost forecasts and adjusted for changes over time.

Figure 6 shows the weight of each indicator's category in the calculation of the performance incentive. Figure 6: Hawaii Indicators – Relative Weights Similarly to Massachusetts and Vermont, Hawaii's focus for target performance indicators...

AI summary Figure 6 illustrates Hawaii's performance incentive calculation, emphasizing energy savings and resource benefits as the primary focus (80%) of target performance indicators, similar to Massachusetts and Vermont.

The table below summarizes our recommendations: Performance Indicator Target (TPI) Other (OPI) Note on metrics Cumulative Annual Electricity Savings GWh/yr (last year of plan) Cumulative Annual Peak Demand Savings MW (last year of plan) Cu...

AI summary The table outlines performance indicators for energy efficiency programs, including cumulative annual electricity and peak demand savings, lifetime electricity savings, and considerations for value and other factors. The document notes that one indicator should transition from an Other Performance Indicator (OPI) to a Target Performance Indicator (TPI) in the next three-year plan.

DEFINITIONS Base case A base case details the information on how assumed gross savings used in the tracking sheet have been established. Usually, these savings are calculated with a series of variables such as hours of operation, wattage o...

AI summary The document defines key terms related to energy efficiency program evaluation, including concepts like base case, billing calibration, distortion effects, free-ridership, gross and net energy savings, and net-to-gross ratio. These definitions are crucial for understanding how energy savings are measured and evaluated in regulatory contexts.

3.1 Program Manual A program manual that provides key information on program processes and tracking for internal use is an essential reference tool for all the program staff. In addition, a program manual is widely used by the Evaluator th...

AI summary The document discusses the importance of a program manual as a reference tool for program staff and evaluators. It outlines the contents of the manual, including program characteristics, parameters, and appendices such as process flow charts and program forms. The Evaluator provides recommendations on the program manuals.

3.2 Program Documentation and Design As part of the evaluation, the Evaluator analyzed the program documentation and worked together with the PM to improve and revise the content of the program manual, the evaluation plan and the logic mod...

AI summary The Evaluator analyzed program documentation and worked with the Program Manager to revise the program manual, evaluation plan, and logic model. Key issues included the need to document changes to eligible products and the lack of participant identification in the Instant Savings program, which complicates evaluation efforts.

2.2.1 Interview with Program Manager The Econoler team conducted one interview with the PM in September 2014. This interview was intended, among other things, to follow up on the 2012 and 2013 evaluation recommendations regarding process i...

AI summary An interview was conducted with the Program Manager in September 2014 by the Econoler team to follow up on 2012 and 2013 evaluation recommendations and understand changes in program delivery in 2014. This information was used to prepare a list of questions and topics for data collection tools.

3.2 Follow-up on 2012 and 2013 Evaluation Report Recommendations This section reports on the progress in acting on the recommendations made by the Evaluator in the 2012 and 2013 evaluation reports. The Evaluator follows up on recommendatio...

AI summary This section discusses the follow-up on recommendations from the 2012 and 2013 evaluation reports. The PM uses a monitoring tool to track implementation status, and Table 4 summarizes the progress of each recommendation.

Installed Systems The final tab in the tracking report contains a summary table of the equipment installed to date. The quantity of each equipment type was recorded and categorized in two groups, namely those that received financing and th...

AI summary The tracking report for installed systems provides a detailed summary of equipment installed, categorized by financing and rebate. The report is well-organized, but issues were identified, such as inaccuracies in unitary savings for heat pump projects and missing data like utility account numbers and backup heating sources. The Evaluator recommends improvements to data collection for future analysis.

3.5 On-site Visits Five on-site visits were carried out as part of 2014 Green Heat evaluation. These visits included an assessment of two wood stoves, one pellet stove, one central air source heat pump and one geothermal heat pump. The pur...

AI summary Five on-site visits were conducted as part of the 2014 Green Heat evaluation to confirm the installation and use of rebated heating equipment. The visits validated that the equipment was installed and in use, but identified discrepancies in the tracking system regarding the previous heating systems. Improvements to pre-screening and record-keeping are recommended.

2.2.1 Interview with Program Manager The Econoler team conducted one interview with the PM in September 2014. This interview was intended, among other things, to follow up on the 2012 evaluation recommendations and to understand the main c...

AI summary An interview was conducted with the Program Manager in September 2014 to follow up on 2012 evaluation recommendations and understand changes to program delivery in 2014. This information was used to prepare a list of questions and topics for data collection tools.

3.2 Follow-up on 2012 Evaluation Report Recommendations This section reports on the progress made in acting on the recommendations made by the Evaluator in the 2012 evaluation report. The Evaluator follows up on recommendations from 2012 o...

AI summary This section discusses the follow-up on recommendations from a 2012 evaluation report, noting that the 2013 evaluation was limited to a tracked savings report. A monitoring tool is used to track the implementation status of the recommendations, enhancing the program memory principle.

DEFINITIONS Accuracy Reflects the proximity of measurements to the true value. Bias Systematic deviations of measurements from the true value. Confidence interval The estimated range of values which is likely to include the unknown populat...

AI summary The document defines key terms related to energy efficiency program evaluation, including accuracy, bias, confidence intervals, free-ridership, distortion effects, and net energy savings. It outlines the methodology for evaluating program effectiveness and the factors influencing energy savings.

3.2 Program Documentation As part of the evaluation, the Evaluator analyzed the program documentation and worked together with the PM to improve and revise the content of certain program documents. A number of changes have already been mad...

AI summary The Evaluator reviewed program documentation for the Home Energy Report (HER) and recommended updates to improve clarity and completeness. Key recommendations include updating participant numbers, adding home age criteria for group selection, and enhancing the tip library with an index and categorization. The Evaluator also suggested removing the gross savings calculation from the evaluation plan and ensuring all available data is included.

This Appendix summarizes all the recommendations made by the Evaluator throughout this report as well as the sections from which the recommendations originated. Sections Recommendations Executive Summary 1 Explain in greater detail the cha...

AI summary This appendix summarizes recommendations made by the Evaluator regarding the Home Energy Report (HER) program. It highlights the need for more detailed documentation of HER's characteristics, including participant selection numbers and the process for selecting tips provided to participants.

- CS9. And how satisfied were you with the contact centre representative on each of the following service aspects? 2014 Satisfaction with Overall Performance Sample Size Satisfied Service attitude 61 92% Knowledge of programs available 61...

AI summary The text presents customer satisfaction survey results from 2014 regarding ENSC contact centre representatives, measuring satisfaction across service aspects such as service attitude, knowledge of programs, and overall service provided.

3.3 Pilot Documentation As part of the evaluation, the Evaluator analyzed the program documentation and worked together with the PM to improve and revise the program manual, the evaluation plan and the logic model, where applicable. More s...

AI summary The Evaluator reviewed pilot documentation for Residential Financing and worked with the Program Manager to revise program materials. Key issues included the need to address barriers like low creditworthiness and the inclusion of alternative financing sources. The Evaluator recommends integrating Residential Financing documentation into Green Heat, Solar, and HEA programs and using a workflow checklist in the Data Management System to improve administrative procedures.

2.2.1 Interview with Program Manager The Econoler team conducted one interview with the project manager (PM) in September 2014. This interview was intended, among other things, to follow up on the 2012 and 2013 evaluation recommendations,...

AI summary An interview with the Program Manager was conducted in September 2014 by the Econoler team to follow up on evaluation recommendations from 2012 and 2013 and to understand changes in program delivery in 2014. A list of questions and topics for data collection tools was prepared based on the interview.

3.2 Follow-up on 2012 and 2013 Evaluation Report Recommendations This section reports on the progress made in acting on the recommendations made by the Evaluator in the 2012 and 2013 evaluation reports. The Evaluator follows up on recommen...

AI summary This section outlines the follow-up on recommendations from the 2012 and 2013 evaluation reports. The Evaluator assessed whether ENSC implemented the recommendations, using a monitoring tool to track progress. A partial evaluation in 2013 did not review the implementation status of the 2012 recommendations.

aller projects, a good practice would be to summarize the measurement methodology (what was measured and when) and the equations used to establish energy savings based on the raw data in a short form. 2014 Custom-R2. Improve the informatio...

AI summary The document recommends improving the DSMDS reports by including missing information such as line loss factor, rate code, and verified savings at the meter. It also suggests adding a unique identification code to distinguish between new claims and ongoing M&V adjustments, enhancing clarity and accuracy in evaluation.

Sections Recommendations Program Documentation and Design 7 The Evaluator also recommends continuing to monitor the types of projects submitted to Custom Retrofit in order to identify whether measures of the same type (becoming less custom...

AI summary The document outlines recommendations for improving program documentation and design, including monitoring project types in the Custom Retrofit program and ensuring standardized reporting of energy-saving measures. It also suggests collecting equipment specifications and providing a standardized summary for service providers to report implemented measures accurately.

iled: March 27, 2015 E1 (NSPI) IR-2 Page 7 of 7 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-3: 2 3 Reference: EfficiencyOne, Evidence - Page 46, Lines 18-2...

AI summary E1 (EfficiencyOne) responds to NSPI's IR-3 request regarding DSM providers' multi-year approval periods and performance requirements. E1 cites the Edison Foundation's report, noting it does not specify approval periods but provides a table evaluating ten jurisdictions' annual vs. multi-year performance metrics.

Filed: March 27, 2015 E1 (NSPI) IR-8 Page 2 of 2 2016-2018 Supply Agreement for EECA M06733 (E-ENS-R-15) E1 Responses to NSPI Information Requests NON-CONFIDENTIAL 1 Request IR-9: 2 3 Reference: EfficiencyOne, Evidence - Page 56, Lines 12-...

AI summary EfficiencyOne (E1) responds to NSPI's information request regarding measures with TRC<1.5 in the 2016-2018 DSM Resource Plan. E1 explains that programs are approved at the program level with a minimum TRC of 1.0, and individual measures with TRC<1.0 may be included if the overall program passes. Strategic benefits of including such measures are discussed in Attachment 1.

l) 24,990 is expected that TRC ratios will improve due to greater distribution of fixed costs such as marketing and signage. This product broadens Efficient Products offerings for consumers. As more of these products are purchased by Insta...

AI summary The document includes references to a 2016-2018 DSM Resource Plan and responses to information requests by EfficiencyOne related to the plan. It also mentions the inclusion of a new column in a spreadsheet to address specific requests regarding the TRC ratios and fixed costs.

NON-CONFIDENTIAL 1 filed electronically, for the energy savings values, which can be found in column 2 E (column 5 in the printed version). 3 4 (ii) ENS does not have estimated measure-level participation rates, and the EL-RAM, 5 which has...

AI summary The document discusses the absence of estimated measure-level participation rates in the EL-RAM model, the importance of TRC, PAC, and RIM ratios in evaluating demand-side management programs, and references to EfficiencyOne's responses to NSPI IR-10 and IR-9 for detailed data on incentives and net-to-gross ratios.

y: Rates, Bills and Participation Impacts Slide 16 Date Filed: March 27, 2015 NSPI IR-12 Attachment 1 Page 17 of 26 Program Designs to Increase Participation • EE programs should address all end-uses. • EE programs should address all custo...

AI summary The document outlines program designs and policy options aimed at increasing participation in energy efficiency programs. It emphasizes addressing all customer types and end-uses, tailoring incentives, and improving data collection and analysis. It also suggests increasing budgets, setting explicit participation goals, and linking utility incentives to participation rates.

NON-CONFIDENTIAL 1 performance incentives. Elsewhere across the country, energy savings targets are used for 2 reporting purposes only, not as part of a performance contract mechanism. 3 4 h) For clarity, our report recommended that the cu...

AI summary The document discusses performance indicators for energy efficiency programs, including the inclusion of cumulative energy and peak demand savings as Target Performance Indicators. It references practices in Vermont and Oregon, such as Service Quality and Customer Satisfaction metrics, and notes that Nova Scotia considered similar metrics in its report.

- 1 The reasonableness of the implementation costs associated with the 2 programs. - 3 The adequacy of the range of programs, program designs, and 4 spending levels considered by EfficiencyOne. - 5 The impacts of potential alternate levels...

AI summary The proceeding focuses on evaluating the reasonableness of implementation costs for two programs, the adequacy of program designs and spending levels by EfficiencyOne, the impacts of alternate spending levels, and the appropriateness of reporting standards and performance targets proposed by EfficiencyOne.

13 Adequacy of the Description of the Scope of Services 14 15 Q. WHAT DESCRIPTION OF THE PROPOSED PROGRAMS AND SCOPE 16 OF WORK IS PROVIDED BY THE APPLICATION? 17 A. The most detailed description of the proposed programs is provided in 18...

AI summary The description of proposed programs in the application is criticized for being too brief and lacking necessary details to assess appropriateness, track implementation, or ensure delivery of promised activities. The response highlights the need for more detailed program descriptions and budget information to support prudence evaluation and contract development.

- 22 Annual budget detail, including at least the following categories: 23 incentives (cash), incentives (free/discounted services), administration, 1 marketing, EM&V, QA/QC, application/incentive processing, IT, and 6 EfficiencyOne's uniq...

AI summary EfficiencyOne proposes an Annual Performance Report (APR) with detailed reporting requirements to support regulatory oversight. The report would include summaries of context, activities, and performance indicators, as well as management discussion and analysis of discrepancies. Additional data elements are recommended, including participation metrics, project pipelines, and energy savings by measure.

1 Appropriateness of the Requested Flexibility 2 3 Q. EFFICIENCYONE REQUESTS THE FLEXIBILITY TO MAKE 4 SIGNIFICANT CHANGES TO THE APPROVED PLAN (INCLUDING 5 ACTIONS SUCH AS ADDING A NEW PROGRAM, TERMINATING A 6 PROGRAM, AND INCREASING/DECR...

AI summary EfficiencyOne requests flexibility to make significant changes to the approved DSM plan without requiring approval from NSP and the UARB. The response argues this would give EfficiencyOne too much discretionary control, risking the effectiveness of the DSM resources and potentially affecting equity, rates, and costs. Most jurisdictions require UARB review for such changes.

18 change program designs, budget, or goals – and many provide no 1 terms of the Agreement. Further, I recommend against attaching the 2 "program change" process to the APR process, since this may 3 unnecessarily delay important revisions....

AI summary The text discusses the need for flexibility in program designs, budgets, and goals, suggesting a mechanism to address this. It outlines specific triggers for flexibility, such as changes exceeding 5% in energy savings or budget, and proposes a process involving the UARB and NSP for approval.

- 22 These indicators would be at the portfolio level, for informational purposes 23 only, and would not be used to formally assess performance. 1 2 Q. DO YOU BELIEVE THAT THE PROPOSED PERFORMANCE TARGETS 3 ARE SUFFICIENT? 4 A. No. I recom...

AI summary The respondent does not believe the proposed performance targets are sufficient, suggesting a one-year time horizon for energy and demand portfolio performance targets and adding annual spending as a performance target. They also recommend program-level reporting and customer satisfaction metrics.

2016-2018 DSM Plan (NSUARB M06733) NSPI Responses to Multeese Information Requests 1 Request IR-12: 2 3 NSPI's alternate plan presented in Section 5.0, beginning on page 37, and in Attachment B, 4 splits the DSM expenditures (excluding Ena...

AI summary The document outlines responses from Nova Scotia Power Inc. (NSPI) to information requests regarding the 2016-2018 DSM Plan. NSPI discusses the distribution of DSM expenditures between residential and commercial sectors and addresses concerns about equity. It also references the need for annual DSM performance reporting and deliverables, and differentiates its position from E1's approach.

PLACE: Hearing Room A & B, Office of the Board Date UT # REQUESTED OF DATE DUE June 15, 2015 1 To provide list of sources used in developing table 2 on pg 15 of Philippe Dunsky's evidence and how the verification was done. EfficiencyOne By...

AI summary The document outlines various requests made during a regulatory proceeding, primarily involving EfficiencyOne and NSPI. Requests include providing sources for evidence, responses to recommendations, proposed spending details, incentive assessments, and protocols for incentive setting. These requests are part of a broader regulatory process involving the Board and other stakeholders.

- 31 cumulative energy and peak demand savings. EfficiencyOne's evidence supported by the 1 Dunsky Report – DSM Performance Indicators25 , recommended that the approved Performance 2 Target include a cumulative annual energy and peak deman...

AI summary The document discusses the resolution of a performance target issue related to cumulative energy and peak demand savings under the DSM Plan. The Consensus Agreement sets a 90% achievement threshold for these targets, with a regulatory process triggered if this threshold is not met. The remaining outstanding items include the quantity of DSM and contract price.

1. E1 failed to provide the rationale and supporting analysis regarding incentive levels when requested and it cannot now complain that it is prejudiced NS Power asked E1 for the rationale and supporting analysis regarding incentive levels...

AI summary NS Power requested E1 to provide rationale and supporting analysis for incentive levels under IR-12(g)(iv). E1 failed to comply, and thus cannot now claim prejudice. The proceeding focuses on E1's non-compliance with regulatory requirements regarding program incentives.

The figure below identifies the scope of savings (3-year Cumulative Annual Net Energy and Net Peak Demand Savings) associated with carrying out EECAs over the Term. Cumulative Annual Net Energy Savings at Generator over the Term (GWh) Cumu...

AI summary The text outlines performance targets for Electricity Efficiency and Conservation Activities (EECA) over a 3-year term, specifying cumulative net energy and peak demand savings. Achievement of these targets is tied to the EECA Plan and Consensus Agreement, with a regulatory process triggered if less than 90% of the targets are met.