Topic/Matter Intersection

Topic:"Program Requirements" in M09096

Matter: Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne (E1) and Nova Scotia Power Inc.(NS Power), the establishment of a final agreement between the parties, and approval of a 2020-2022 Demand Side Management (DSM) Resource Plan
44 passages 12 documents

Program Requirements across all matters →

E-3E1 (NSPI) RIRs to IR-1 to IR-69 19 passages
Section 43
N/A N/A Total 27.1 128.2 99.8 1433.0 22.3 2.0 4.7 Incremental Incremental Lifetime Energy Annual Net Program Investment Lifetime Benefits Annual Net Total Resource 2021 a Savings at Demand Savings b Administrator ($ million) ($ million) En...

AI summary The text provides a summary of investment, benefits, and costs related to energy programs, including incremental investments, lifetime benefits, energy savings, and cost tests such as the Total Resource Cost Test (TRC) and Program Cost Test (PAC).

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

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

Section 220
constraints may hinder the desired rates on total program budgets. program delivery strategies to overcome customer barriers

AI summary The text discusses how constraints may affect the rates on total program budgets and the need for program delivery strategies to overcome customer barriers.

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

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

Section 331
Through the annual program evaluation process, there are interviews conducted with select supply chain partners to understand their perspectives and suggestions for improvement. CLEAResult recommends that: For the Custom Program, Efficienc...

AI summary The document discusses the annual program evaluation process, emphasizing interviews with supply chain partners and recommendations for improving the Custom Program. CLEAResult suggests continuing current activities, implementing general principles, and expanding cost-effectiveness analysis to include Program Administrator Costs.

Section 344
2. Program Evaluation. introduction of new measures. 64 Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 81 of 206 Ongoing Program Management Due to ongoing program management, the costs of the products are always monitored. Thi...

AI summary The document discusses ongoing program management and evaluation, highlighting the monitoring of product costs and incentives, as well as the review and potential update of energy savings assumptions and net-to-gross ratios during program evaluation.

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

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

Section 434
luding financial, marketing and communications, administration and staffing requirements and program evaluation. The OEB has approved annual DSM budgets for the 2015-2020 with modifications: Figure 19: Gas Program Budgets 4 Figure 20: Gas...

AI summary The document discusses the approval of annual DSM budgets by the OEB for 2015-2020, including financial and program evaluation aspects. Gas utilities have set targets and performance metrics, using a weighted scorecard approach that emphasizes lifetime natural gas savings. Union Gas also proposed specific metrics targeting various programs and participant categories.

Section 532
Idea Generation & Preliminary Measure Detailed Measure Measure Approval Vetting Development Development • Identify new measure • Collection and • Identify technical • Finalize MAD from multiple souces analysis of preliminary guidelines and...

AI summary The text outlines a process for generating and developing new measures, including identifying sources, analyzing preliminary information, addressing data gaps, engaging stakeholders, and conducting cost-effectiveness testing. It also mentions the creation of a Measure Approval Document (MAD) and the role of the Manager of Planning and Engineering.

Section 711
‒ Number of sessions planned/held ‒ Intended audiences and anticipated/actual numbers of trainees Cross-functional/ • Cross-functional communications plan updated • Document review of cross-functional departmental • Staff report plan conti...

AI summary The text outlines communication plans, document reviews, and staff report processes, including cross-functional communications and internal document reviews. It also references training sessions and their intended audiences, though specific details are not provided.

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

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

Section 767
uments provided background for other data collection activities and analysis, and were central to the review of compliance with the Implementation Plan.  Workbook feedback. The evaluation team worked with ENS to develop questions about pr...

AI summary The evaluation team collaborated with ENS to gather feedback on the Workbook used in the incentive setting process. This included written feedback from program staff, in-depth interviews with program managers, and demonstrations of the Workbook and eTRM by ENS staff.

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

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

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

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

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

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

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

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

Section 866
: March 29, 2019 NS Power IR-15 Attachment 3 Page 51 of 94 Appendix B. ENS Staff In-Depth Interview Guide B.1. Introduction Thanks for taking the time to talk today. I work for Research Into Action and we have been asked by Efficiency Nova...

AI summary This document outlines an interview guide used by Research Into Action for evaluating the Business Development team’s practices at Efficiency Nova Scotia (ENS). It includes introductory remarks and questions about roles, responsibilities, and collaboration with Business Development Managers (BDMs).

Section 1949
and far less expensive – exercise than “fixing” the current TRC by, among other things, assessing non-energy benefits. It may also be less contentious (see below). • Accuracy: Even if the TRC were to be corrected, in part by efforts to acc...

AI summary The text discusses the challenges with the Total Resource Cost (TRC) approach, highlighting concerns about accuracy, relevance, and alignment with existing legislation. It suggests that the Program Administrator Cost (PAC) test may be a more effective and less contentious alternative for evaluating demand-side management (DSM) programs.

Section 1996
tition with procurement of supply. Only the Program Administrator Cost (PAC) test reflects the costs and benefits of DSM from a utility least-cost procurement perspective. 25 For example, if consumers value solar hot water (SHW) systems mo...

AI summary The text discusses the Program Administrator Cost (PAC) test as a method to evaluate Demand-Side Management (DSM) programs from a utility's least-cost procurement perspective. It also raises concerns about the Total Resource Cost (TRC) test potentially conflicting with public policy by not reflecting consumer preferences, which could lead to less effective energy savings.

E-42018 DSM Annual Progress Report 2 passages
Table 1 Update on Implementation of 2013-2016 Evaluation Recommendations p. p. 51
Table 1 Update on Implementation of 2013-2016 Evaluation Recommendations Year Evaluation/ Verification Recommendation Text Source Status Comments Expected Period of Completion 2016 Evaluation Increase program component advertising to house...

AI summary The 2016 evaluation recommended increasing advertising for Green Heat program components and collaborating with retailers to reduce free-ridership. E1 implemented these recommendations by advertising through various channels and engaging retailers with promotional materials and in-store presentations. The 2018 evaluation showed that 74% of households saw E1 promotional materials.

Attachment 1, Page 15 of 30 p. p. 51
Establish clear objectives for Building Optimization. The Building Optimization projects reviewed this year differed widely in scope. Some projects involved detailed investigative work to tap into deep energy savings, while others were lim...

AI summary The text discusses the need for clear objectives in Building Optimization projects to ensure appropriate support and resource allocation. It highlights differences in project scopes and the importance of distinguishing between routine repairs and energy-saving opportunities. E1 agrees with the recommendation and has updated program documents accordingly.

E-52018 DSM Evaluation Reports 9 passages
Executive Summary p. pp. 6-7
Executive Summary Net savings Energy or peak demand savings that can be reliably attributed to a program. This includes effects, such as free-ridership and spillover, that negatively or positively affect the savings attributable to a progr...

AI summary The document defines key terms related to energy program evaluation, including net savings, net-to-gross ratio, peak demand savings, and tracked savings. It also outlines statistical and measurement concepts such as precision, sampling error, and secondary market impacts.

HEA Recommendations p. pp. 121-122
HEA Recommendations The 2018 evaluation revealed that HEA succeeded in achieving significant net and peak demand energy savings, although at lower levels than in previous years. Significant changes to HEA occurred in the second half of 201...

AI summary The 2018 evaluation of the Home Energy Assessment (HEA) program showed significant energy savings, though lower than in previous years. Changes in 2018, such as reinstating funding for non-electrically heated households and revising incentives, were too recent to impact the evaluation. Recommendations include conducting a billing analysis to assess overestimation ratios and sharing evaluation findings with energy advisors to improve simulation accuracy.

1.2 Follow-up on the 2017 Evaluation Report Recommendations p. p. 137
1.2 Follow-up on the 2017 Evaluation Report Recommendations HEA was evaluated in 2017 and improvement recommendations were made by the Evaluator. Table 9 below provides a summary of the implementation status of each recommendation presente...

AI summary The 2017 Evaluation Report on HEA (Home Energy Assessment) identified areas for improvement, and Table 9 summarizes the implementation status of the recommendations made by the Evaluator.

4 HEA RECOMMENDATIONS p. p. 162
4 HEA RECOMMENDATIONS The 2018 evaluation revealed that HEA succeeded in achieving significant net and peak demand energy savings, although at lower levels than in previous years. Significant changes to HEA occurred in the second half of 2...

AI summary The 2018 evaluation of the Home Energy Assistance (HEA) program showed significant but lower-than-previous energy savings. Changes in 2018, such as reinstating funding for non-electrically heated households and revising incentive structures, were too recent to show impacts in the 2018 evaluation. The Evaluator recommends conducting a billing analysis to evaluate overestimation ratios and the impact of different HOT2000 versions on energy savings.

Preamble p. pp. 69-70
- a. The clarity of program requirements - b. The program application processes - c. The amount of the rebate - d. Time required to receive rebate - e. The equipment installed in your home - f. The range of equipment eligible for the rebate

AI summary The document outlines several factors related to a rebate program, including clarity of program requirements, application processes, rebate amounts, time to receive rebates, installed equipment, and eligible equipment.

CONCLUSION p. pp. 33-34
CONCLUSION The New Residential program, including NHC and the Passive House pilot, achieved 4.515 GWh in net energy savings and 1.278 MW in net peak demand savings at the generator, which resulted in 2,766 tonnes of CO2 eq in avoided annua...

AI summary The New Residential program achieved significant energy and demand savings, with results close to 2018 targets. The evaluation found improvements in data accuracy but noted documentation gaps. Process evaluations identified opportunities to enhance builder satisfaction and program efficiency by improving registration and construction processes.

This appendix summarizes all the recommendations made by the Evaluator throughout the report as well as the section from which the recommendations originated. p. p. 53
This appendix summarizes all the recommendations made by the Evaluator throughout the report as well as the section from which the recommendations originated. Sections Recommendations 2. Be flexible, as much as possible, with timeline requ...

AI summary This section recommends flexibility in timeline requirements for builders, citing interviews with program administrators. Flexibility, such as exceptions to registration deadlines and extensions for long-term projects, is highlighted as crucial for program success and can be a deal breaker for some builders.

This appendix summarizes all the recommendations made by the Evaluator as part of the 2018 evaluation, as well as all 2017 evaluation recommendations that were not fully implemented. p. p. 73
This appendix summarizes all the recommendations made by the Evaluator as part of the 2018 evaluation, as well as all 2017 evaluation recommendations that were not fully implemented. Sections Recommendations Executive Summary and participa...

AI summary The appendix summarizes recommendations from the 2018 evaluation and unimplemented 2017 recommendations. It highlights the need to review the logic model and eligibility criteria for Instant Rebates and Mail-in incentives to improve clarity and performance. It also suggests implementing a system to track Instant Rebates sales data and link it to participants for better data collection and analysis.

This appendix summarizes all the recommendations made by the Evaluator as part of the 2018 EMIS and SEM evaluations, as well as all 2017 evaluation recommendations that were not fully implemented. p. p. 37
This appendix summarizes all the recommendations made by the Evaluator as part of the 2018 EMIS and SEM evaluations, as well as all 2017 evaluation recommendations that were not fully implemented. Sections Recommendations Executive Summary...

AI summary The appendix highlights the Evaluator's recommendations to improve EMIS and SEM program delivery by enhancing participant understanding and mastery of energy performance tracking. Participants rely heavily on service providers, and without continued support, they may discontinue efforts. The recommendations aim to increase persistence of savings and improve participant satisfaction.

E-7Practices & Procedures Evaluatoin: Site Visit Quality Assurance 1 passage
QA Objective (from Framework Manual) Objective Accomplished Through QA Site Visit Guidelines? How QA Site Visit p. p. 18
QA Objective (from Framework Manual) Objective Accomplished Through QA Site Visit Guidelines? How QA Site Visit Guidelines Meet Manual Objectives Identify quality customer experience, quality work, quality documentation, safety, energy sav...

AI summary The QA Site Visit Guidelines aim to ensure quality customer experience, safety, and energy savings. They help identify process improvements, reduce evaluation risks, and align with program objectives. Some objectives are partially met, such as basing decisions on data and addressing underperforming DAs and SOs.

E-8Verification Report by H. Gil Peach 1 passage
Preamble p. p. 28
The Appliance Retirement Program does not replace appliances. However, another component, HomeWarming, is rolled up within reporting for the Appliance Retirement Program. HomeWarming, a low-income program which is partially supported by th...

AI summary The Appliance Retirement Program includes the HomeWarming initiative, which replaces appliances in low-income households, and a pilot project with HRCE that targets schools. An evaluation in 2018 used updated protocols, found lower-than-expected savings, and noted a measurement issue related to temperature fluctuations. Customer satisfaction was high, and recommendations were made to improve metering and follow protocols.

E-9NSPI Evidence 1 passage
SUMMARY OF EVIDENCE p. pp. 40-46
SUMMARY OF EVIDENCE 2 Q. Based on your review of the E1 application and the evidence before you, what are 3 your primary findings and observations? 4 A. My primary findings and observations are as follows: 5 First, the history of DSM in No...

AI summary The summary of evidence highlights concerns regarding EfficiencyOne's 2020-2022 DSM Preferred Plan, noting that its targets are overly aggressive and not affordable. The plan's budget increase is inconsistent with other provinces, and the accuracy of peak demand reduction estimates is questionable. A lower-budget DSM scenario is suggested as a more reasonable alternative.

E-14E1 (IG) RIR-1 to RIR-25 1 passage
NON-CONFIDENTIAL p. p. 71
NON-CONFIDENTIAL of measures with levels of incentive spending greater than $400,000 per year for two consecutive years. This occurred in the fall of 2017 as per the Incentive Setting Implementation Plan and was used as input for Research...

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

E-20NSPI (CA) RIR1 to RIR-54 - Redacted 2 passages
2020-2022 Demand Side Management (DSM) Resource Plan (NSUARB M09096) NSPI Responses to Consumer Advocate Information Requests p. p. 39
2020-2022 Demand Side Management (DSM) Resource Plan (NSUARB M09096) NSPI Responses to Consumer Advocate Information Requests 1 (c) Board approval of a DSM plan that allows for the inclusion of non-cost-effective 2 measures to satisfy regu...

AI summary The document discusses concerns regarding the inclusion of non-cost-effective measures in the 2020-2022 DSM Plan, arguing that such measures may not be included in a plan that only allows verified cost-effective measures. It references the TRC ratios of various measures, noting some fall below 1 or are in the 1-1.26 range, which is seen as potentially harmful to consumers.

NON-CONFIDENTIAL p. p. 60
NON-CONFIDENTIAL 1 Request IR-37: 2 3 Please define "bankability of the benefits" as Mr. Levitan uses that term at p. 50 of 4 Appendix A. 5 6 (a) Please provide the metrics by which the Board should determine the bankability of 7 a claimed...

AI summary The document requests clarification on the term 'bankability of the benefits' as used by Mr. Levitan in his testimony. It asks for metrics to assess bankability and ratings for specific benefits claimed by E1 and NS Power Maritime Link, along with supporting workpapers. Levitan responds that no such analyses were conducted as part of his evidence.

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

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

78612Compliance Filing 2 passages
• adding a new Program; p. pp. 94-96
• adding a new Program; 2 terminating an existing Program; • 3 increasing the 3-year plan budget for the total Residential sector by more than 25 • 4 percent; 5 decreasing the 3-year plan budget for the total Residential sector by more tha...

AI summary The text outlines proposed changes to energy efficiency programs, including adding a new program, modifying existing ones, and adjusting budget and savings targets. EfficiencyOne plans to submit quarterly reports to the NSUARB and stakeholders, with mid-course adjustments made if necessary, particularly when there is a 25% variance in energy savings or investment.

50 p. p. 233
50 51 SCHEDULE C 52 53 Performance Requirements 54 I. UARB-APPROVED PERFORMANCE TARGETS, THRESHOLDS, AND 55 INDICATORS 56 57 a) Performance Targets and Thresholds: 58 59 60 i. Performance Targets are set over the three year contract period...

AI summary This section outlines the performance requirements and targets set by the UARB for EfficiencyOne over a three-year contract period. It specifies that substantial compliance is achieved if EfficiencyOne meets 90% or more of cumulative annual net energy and peak demand savings, or 75% or more of lifetime energy savings targets. Failure to meet these thresholds may trigger a regulatory process.

79681Executed Supply Agreement from EOne and NS Power 3 passages
13 Corpomte Research Associates. Au/umn2018 Atlantic Qum·terly 14 !bid p. pp. 110-111
13 Corpomte Research Associates. Au/umn2018 Atlantic Qum·terly 14 !bid 1 efficiency information and support with more Nova Scotians. 3 strategic electrification, demand Tesponse, energ)' storage, and other forms of DSM. 4 5 6.3.3 Regulator...

AI summary The text outlines Regulatory Affairs activities for 2020-2022, including the development and negotiation of the 2023-2025 DSM Resource Plan, investigation into budget and energy savings discrepancies, and the submission of various reports to the DSMAG and NSUARB, such as quarterly, evaluation, annual progress, and financial statements.

1 adding a new Program; p. p. 116
1 adding a new Program; 2 terminating an existing Program; 3 increasing the 3-year plan budget for the total Residential sector by more than 25 4 percent; 5 decreasing the 3-year plan budget for the total Residential sector by more than 6...

AI summary The document outlines proposed changes to energy efficiency programs, including adding or terminating programs, adjusting budget and savings targets for residential and BNI sectors, and the requirement for quarterly reporting to the NSUARB. It also discusses mid-course adjustments to the DSM Resource Plan based on market conditions and evaluations.

26 p. p. 120
26 1 Performance Indicators: A set of particular performance metrics used to indicate or 2 monitor progress toward performance targets, Performance Indicators are management 3 tools that provide information to allow an organization to take...

AI summary The text defines performance indicators, performance targets, and performance thresholds, emphasizing their use in monitoring progress and ensuring compliance with NSUARB-approved targets. It outlines that EfficiencyOne must achieve at least 90% of cumulative annual energy and system-peak demand savings targets to be considered in substantial compliance.

80915EfficiencyOne Performance Alignment Study 2 passages
Factors of overestimation – Inherent in the regulatory environment as defined by external factors p. pp. 53-54
Factors of overestimation – Inherent in the regulatory environment as defined by external factors The length of time between the development and implementation of the DSM Resource Plans . DSM Resource Plans and modelling inputs are develop...

AI summary The regulatory environment for Demand Side Management (DSM) plans in Nova Scotia involves a long development-to-implementation timeline, leading to potential overestimations due to changing external factors. EfficiencyOne adjusts plans mid-course based on evaluations, but current reporting may not fully address variances between planned and actual outcomes.

Preamble p. pp. 54-55
- 2. Quarterly progress reports We understand that EfficiencyOne submits a quarterly progress report to the NSUARB that outlines actual quarterly and year-to-date results for budget and energy savings. Currently, EfficiencyOne includes a t...

AI summary EfficiencyOne submits quarterly and annual progress reports to the NSUARB, but lacks detailed forecast data on energy savings and spending. Enhancements are recommended to provide more insight into trends, re-forecasting, and overestimation. Efficiency Vermont and Efficiency Maine use different regulatory thresholds for underspend, while EfficiencyOne addresses underspend at the end of its three-year Plan.

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 →