Topic:"Regulatory Approval Processes" in M12780

Title: Title: – Supply Purchase Agreement (Redline) 1 2 SCHEDULE E 3 5 7 4 EECA DSM RESOURCE PLAN 6 [Subject to approval by the UARBNova Scotia Energy Board]

AI summary This document outlines a Supply Purchase Agreement, specifically Schedule E, which includes the EECA DSM Resource Plan subject to approval by the UARBNova Scotia Energy Board. It highlights the regulatory process and energy efficiency programs involved.

26 Table 1: Glossary of Terms Term Definition Mid-Course Adjustment Mechanism to adjust annual program-level budgets and savings in a given Plan year from those set out in the original approved DSM Plan, in order to respond to market condi...

AI summary This table provides definitions of key terms related to demand-side management (DSM) and energy planning in Nova Scotia. It includes terms such as Mid-Course Adjustment, NSEB, NSIESO, and Strategic Electrification, which are relevant to the regulatory process and DSM planning.

4.3.5 Enabling Strategies - E1 will propose Enabling Strategies such as Education and Outreach, Development and Research, - Other Enabling Strategies; and additional categories as proposed. - For activities requiring an annual investment o...

AI summary E1 plans to propose Enabling Strategies, including Education and Outreach and Development and Research. For investments over $100,000 benefiting specific rate classes, 75% of the participant benefit portion will be allocated to those classes, while the system benefit portion (25%) is based on energy and demand requirements. Section 4.3.5 will be updated to reflect the NSEB's Decision in Matter M12451 and NS Power's 2026 General Rate Application.

Table 1 Update on Implementation of 2022-2023 Evaluation Recommendations Year Evaluation/ Verification Recommendation Text Source Status Comments Expected Period of Completion 2021 Verifier General: Several jurisdictions, for example Minne...

AI summary This table discusses the implementation of 2022-2023 evaluation recommendations, focusing on the review and development of a cost-effectiveness test for Nova Scotia's Demand-Side Management (DSM) Plan. Efficiency Nova Scotia engaged an external consultant to support this work, and the Nova Scotia Energy Board provided directions on the benefit-cost analysis test in December 2025.

APPENDIX VII Participating Distributor Interview Guide

AI summary The document is titled 'APPENDIX VII Participating Distributor Interview Guide,' indicating it contains a structured framework for interviewing distributors involved in a regulatory proceeding. The content is not provided in the text, but the title suggests a focus on stakeholder engagement and procedural oversight.

10 Nova Scotia Utility and Review Board, Matter M06555, 2014 Cost of Service Study Progress Update, Exhibit N-2.09, Appendix I1.

AI summary The text references a 2014 Cost of Service Study Progress Update from the Nova Scotia Utility and Review Board, specifically Exhibit N-2.09, Appendix I1, as part of Matter M06555.

Surrender of Certificate of Incorporation Take notice that 20/20 Experience Design Incorporated intends to file an application for leave to surrender its Certificate of Incorporation under the Companies Act. Dated at Halifax, April 14, 202...

AI summary 20/20 Experience Design Incorporated intends to apply for leave to surrender its Certificate of Incorporation under the Companies Act. The notice was dated April 14, 2026, and signed by James Gerrard, the sole shareholder and director.

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

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

for submission 7 before the Nova Scotia Energy Board. 8 9 (b) Please refer to E1's response to part (g) of Synapse IR-10. 10 11 (c) Please refer to E1's response to part (g) of Synapse IR-10. 12 13 (d) Please refer to E1's response to part...

AI summary The text contains a series of references to prior responses and tables related to a submission to the Nova Scotia Energy Board, with most points directing to E1's response to part (g) of Synapse IR-10 and one reference to Table 1 in the current IR response.

5. Initial Energy Model Submission - Modeler prepares submission package containing all required materials (see section [0)](#page-12-0) - ENS reviews the energy model and works with consultant to address required revisions - Revisions mus...

AI summary The modeler must submit an energy model package, which ENS reviews and revises before issuing an incentive. Key steps include preparation, review, and revisions.

Industrial customers are allocated any portion of the Enabling Strategies budget for electrification research. If so, please provide the dollar amounts allocated to each class over the plan period. (d) If, during the 2027–2031 plan period,...

AI summary The response outlines how industrial customers are allocated portions of the Enabling Strategies budget for electrification research and discusses the process for introducing electrification measures if they become cost-effective under the modified-PAC test, including cost allocation and potential Board approval.

Background In 2016, E1 engaged CLEAResult, a third-party consulting firm, to develop an incentive setting methodology. The methodology was memorialized in a report that was initially filed in June 2016 with subsequent revisions in March 20...

AI summary In 2016, E1 engaged CLEAResult to develop an incentive setting methodology, which was accepted by stakeholders and the NSUARB. However, questions have emerged about best practices for setting incentives, especially for measures with short payback periods. The NSUARB's 2022 decision in docket M10473 required E1 to provide additional information on incentive levels for measures with payback periods under 36 months.

E. DSMAG Engagement E1 will give written notice of intent to prepare any mid-course adjustments in the Annual Progress Report. The DSM Advisory Group will be provided the draft mid-course adjustments with explanations and given a two-week...

AI summary The document outlines E1's proposed mid-term check-in process for the DSM Plan, emphasizing transparency and stakeholder engagement without altering approved performance targets or spending authority. It addresses concerns about whether the check-in can influence regulatory decisions or necessitate separate applications to the NSEB.

ork to initiate a process at any time it considers appropriate, and that the absence of a mandatory trigger does not limit or fetter that authority. DATE FILED: May 28, 2026 E1 (IG) IR-23 Page 1 of 2 1 (b) Please refer to E1's response to...

AI summary The document references E1's responses to previous requests and includes a request (IR-24) with a reference to specific tabs in an exhibit. The text discusses procedural matters related to regulatory proceedings.

E1 Responses to Nova Scotia Energy Board (NSEB) Information Requests NON-CONFIDENTIAL 1 Request IR-07: Evidence – Exhibit E-1, pp.1-71 (pdf pp. 8-78)

AI summary The document contains responses from EfficiencyOne (E1) to information requests by the Nova Scotia Energy Board (NSEB). It includes evidence in the form of Exhibit E-1, covering pages 1-71 of the original document.

Project Scope and Background The UARB directed EfficiencyOne to present these recommendations as a result of the regulatory process for the proposed 2016-2018 Demand Side Management (DSM) Resource Plan. In its August 12, 2015 Decision, the...

AI summary The NSUARB directed EfficiencyOne to present recommendations as part of the regulatory process for the proposed 2016-2018 DSM Resource Plan. A budget of $102.15 million was set for the DSM Plan period following a budget adjustment in the Quantum Agreement, with initial energy and demand savings targets remaining unchanged.

Budget ($) Energy Savings Target (GWh) Demand Savings Target (MW) Initial Filing $121.5 million 405.9 62.5 Quantum Agreement $113.5 million 405.9 62.5 Final Order $102.15 million 405.9 62.5 Table 1: EfficiencyOne Targets and Budgets Betwee...

AI summary The text presents a table comparing budgets, energy savings targets, and demand savings targets for EfficiencyOne across different regulatory stages. It also mentions a regulatory hearing held after the Quantum Agreement to address issues identified by the UARB in its Final Issues List.

BACKGROUND Efficiency Nova Scotia has contracted CLEAResult to conduct energy conservation and energy efficiency program incentive research. The project covers the following areas: - Identification of best practices for incentive rate sett...

AI summary Efficiency Nova Scotia has engaged CLEAResult to research best practices for setting energy conservation and efficiency program incentives. The project involves interviews with key contacts in other jurisdictions and will result in a guideline to optimize program design. The final documents will be submitted to the Utility and Review Board (UARB) and made publicly available.

8 Decision 14-10-046, California Public Utilities Commission, Filed November 14, 2013 9 Energy and Environmental Economics (E3), Energy Efficiency Avoided Cost 2011 Update, December 2011, https://ethree.com/public_projects/cpuc4.php

AI summary The text references two documents: a decision from the California Public Utilities Commission (Decision 14-10-046) and a report from Energy and Environmental Economics (E3) on energy efficiency avoided cost. These documents provide insights into energy efficiency and utility regulation.

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

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

1 or proceedings it deems appropriate to consider any aspect of the quarterly report 2 including the MCA. E1 does not suggest in any way that the changes to the MCA process 3 as proposed in the 2027–2031 Preferred DSM Plan impact the NSEB'...

AI summary EfficiencyOne (E1) supports the NSEB's authority to initiate regulatory processes and acknowledges the proposed changes to the MCA process in the 2027–2031 DSM Plan. It emphasizes that the DSMAG will be involved in reviewing mid-course adjustments and that the MCA process will be included in the Standardized Filing Framework.

1 based accountability. Imposing input-level metrics such as estimation accuracy or spending 2 variances as binding performance targets would shift the regulatory framework toward a 3 prescriptive, compliance-oriented model, inconsistent w...

AI summary E1 argues that imposing input-level metrics as binding targets would create a prescriptive regulatory framework, conflicting with the flexibility needed for effective demand-side management. E1's mid-course adjustment process provides accountability while preserving optimization of program delivery, aligning with ratepayer interests.

1 Request IR-50: 2 3 Appendix A - Preferred Plan pp. 1-112 (Attach. 1-5) 4 5 Regarding Appendix A, Attachment 5 of Exhibit E-1 – "Innovation Framework, Process and Plan 6 for 2027-2031": 7 8 (a) Pdf pg. 21 of the application: "E1 engaged w...

AI summary The document discusses E1's submission of an Innovation Framework, Process, and Plan for 2027–2031 as part of its application, and includes a request for feedback from DSMAG parties and an organizational chart of E1's Innovation team. The Innovation team is part of E1's Engineering and Planning team and is responsible for managing innovation initiatives.

E1 Responses to Nova Scotia Energy Board (NSEB) Information Requests NON-CONFIDENTIAL 1 Request IR-55: 2

AI summary The document outlines E1's responses to information requests from the Nova Scotia Energy Board (NSEB), specifically addressing Request IR-55. It includes details on Nova Scotia Power's operations, programs, and regulatory compliance.

- 4 section 79H(2) of the Public Utilities Act . 1 Request IR-03: 2 3 Reference: Evidence, page 34, lines 4-5. 4 5 E1 notes that any expansion of solar-PV to other customer segments in future 6 DSM Plans would be subject to cost-effectiven...

AI summary The document discusses E1's (EfficiencyOne) response to a request regarding the expansion of solar-PV to other customer segments and Strategic Electrification (SE) measures in the 2027–2031 DSM Plan. E1 states it does not intend to expand solar-PV during the DSM Plan period and would require Energy Board approval if future expansion is considered. The response also refers to prior answers for details on SE measures and transportation electrification.

- 2 can allow the customer to participate in BNI Demand Response program while using an - 3 existing activity to provide capacity value to the grid while meeting other operational - 4 requirements. Request IR-09: - Evaluated results for De...

AI summary The document discusses the timing of filing demand response (DR) evaluated performance results, noting that E1 currently files these reports with the NSEB in March of the following year. E1 is agreeable to adjusting the timeline to ensure results are available before the next DR season begins.

er engagement during plan implementation, but does not constitute a full plan reopening or amendment process, nor does it alter E1's approved performance targets or total spending authority. // The mid-term check-in process described above...

AI summary The mid-term check-in process enhances transparency and stakeholder engagement during plan implementation but does not constitute a plan amendment. E1 will notify the DSMAG and file an application with the NSEB if changes to investment levels, performance targets, or other plan elements are needed due to unforeseen circumstances.

(a) How does E1 define "significant and unforeseen change in avoided costs" and "material shift in market conditions"? Please provide examples. 1 (b) Has E1 defined specific thresholds (i.e. percent increases/decreases in investment levels...

AI summary The document contains a series of questions directed at EfficiencyOne (E1) regarding its definitions of 'significant and unforeseen change in avoided costs' and 'material shift in market conditions,' as well as its policies for evaluating measures in the DSM portfolio. E1 is asked to provide examples and reference prior responses.

luations identify and recommend improvements to increase the program's efficiency or effectiveness. Market evaluation studies Round 1 Model Input Assumptions and Results assess the overall supply chain and market and how the program has af...

AI summary The document discusses E1's reporting practices and the role of the NSEB in ensuring accountability. It mentions the submission of various reports, including evaluations and financial statements, and the involvement of the DSMAG in reviewing these reports. The NSEB has emphasized the importance of E1's reporting practices in Plan implementation, as highlighted in a recent BCA hearing.

4.2.3 INTEGRATED RESOURCE PLAN Nova Scotia Power's IRP develops a long-term Preferred Resource Plan that establishes directional information for DSM that assists NS Power in meeting customer demand and energy requirements, and environmenta...

AI summary Nova Scotia Power's Integrated Resource Plan (IRP) outlines a long-term strategy for managing demand-side management (DSM) to meet customer demand and environmental obligations. The NSIESO is required to collaborate with the franchise holder to develop avoided cost calculations for DSM resources and file the results of IRP exercises with the Energy Board.

4.3.2 COST-EFFECTIVENESS TESTING EfficiencyOne will apply the UARB-approved cost-effectiveness test. E1 will apply the NSEB-approved cost-effectiveness test. Pursuant to Section 79H (2) of the Public Utilities Act, the NSEB, in evaluating...

AI summary EfficiencyOne will apply the UARB-approved cost-effectiveness test and also provide NSEB-approved results at the measure and program levels for informational purposes, as per Board direction.

4.3.3.1 DEFINITIONS To provide clarity, the following definitions are used: 22 Performance Metric: A quantifiable measure that is used to track and assess the status of a specific achievement. Performance Indicators: A set of particular pe...

AI summary This section defines key performance-related terms used in the proceeding, including performance metrics, indicators, targets, and thresholds. These definitions are essential for understanding how performance is measured and evaluated under the Public Utilities Act and related regulations.

Performance Targets and Thresholds 23 - i. Performance Targets apply to the period of the UARBNSEB-approved Supply DSM Purchase Agreement with NS Power, rather than annually; - ii. EfficiencyOne E1 is deemed to be in substantial compliance...

AI summary Performance Targets apply to the period of the UARBNSEB-approved Supply DSM Purchase Agreement with NS Power, not annually. EfficiencyOne E1 is considered in substantial compliance if it achieves 90% or more of each target; otherwise, a regulatory process is triggered.

4.5.24.6.2 QUARTERLY REPORTS ENS E1 will file quarterly reports with the UARB NSEB for quarters one through three of each year. The reports will provide quarterly status updates and service highlights, as well as communicate course adjustm...

AI summary ENS E1 is required to submit quarterly reports to the UARB NSEB, providing updates on status and service highlights, as well as communicating course adjustments within the approved DSM Resource Plan.

2. BACKGROUND On June 16, 2015, EfficiencyOne (E1), Nova Scotia Power Incorporated (NS Power), the Consumer Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, and the Industrial Group signed...

AI summary In 2015, EfficiencyOne, Nova Scotia Power, and various stakeholders signed a Consensus Agreement to establish a standardized filing framework for DSM applications. The NSUARB approved the agreement in 2015, and the framework was used in the 2016-2018 DSM Plan. The NSUARB encouraged updates to the framework in 2023, leading to a review and update by the DSMAG in 2024 and 2025.

Table 1: STANDARDIZED FILING FRAMEWORK ITEM DESCRIPTION 4.6 Reporting and Performance Metrics A summary of proposed regular reporting initiatives to the NSEB and the DSMAG for the upcoming period (e.g., Annual Progress Reports and quarterl...

AI summary The document outlines a standardized filing framework, including reporting and performance metrics to be submitted to the NSEB and DSMAG, as well as alternate scenarios for the proposed DSM Plan.

Performance Targets and Thresholds[21](#page-66-0) - i. Performance Targets apply to the period of the NSEB-approved DSM Purchase Agreement, rather than annually; - ii. E1 is deemed to be in substantial compliance with the NSEB-approved Pl...

AI summary Performance Targets apply to the period of the NSEB-approved DSM Purchase Agreement, not annually. E1 is considered in substantial compliance if it achieves 90% or more of each target; otherwise, a regulatory process is triggered.

10.1 REPORTING In the Round 1 materials distributed on October 27, 2025, E1 outlined its proposed reporting on the implementation of the 2027-2031 Plan. In total, E1 will file 30 reports with the Nova Scotia Energy Board over the period of...

AI summary E1 plans to submit 30 reports to the Nova Scotia Energy Board over the 2027-2031 Plan period, including quarterly, annual, and financial reports. Stakeholders, particularly the DSMAG, have requested a 'mid-plan check-in process' for increased engagement, following the 2022 amendment to the Public Utilities Act. E1 is working with the DSMAG to develop a revised mid-course adjustment process as directed by the 2026 DSM Extension Decision.

2. BACKGROUND On June 16, 2015, EfficiencyOne (E1), Nova Scotia Power Incorporated (NS Power), the Consumer Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, and the Industrial Group signed...

AI summary The document outlines the development and evolution of the Standardized Filing Framework for DSM applications in Nova Scotia, beginning with a 2015 Consensus Agreement and subsequent approvals by the NSUARB. The Framework was updated in 2016 and has undergone ongoing review by the DSMAG, with recent directives from the Nova Scotia Energy Board.

Performance Targets and Thresholds 34 i. Performance Targets apply to the Plan period of theas reflected in the UARBNSEBapproved Supply DSM Purchase Agreement with NS Power, or as ordered by the NSEB rather than annually; 33 EfficiencyOne,...

AI summary The text discusses performance targets and thresholds related to a Supply DSM Purchase Agreement between EfficiencyOne and Nova Scotia Power, as approved by the NSEB. The targets apply for the Plan period rather than annually, as outlined in a regulatory order.

Standardized Filing Framework ii. EfficiencyOne E1 is deemed to be in substantial compliance with the UARB NSEBapproved Plan Performance Targets if 90 percent or greater achievement is reached on each of the Performance Targets. If less th...

AI summary EfficiencyOne (E1) is considered substantially compliant with the NSEB-approved Plan Performance Targets if it achieves 90% or more on each target. If it falls below 90%, a regulatory process will be initiated, with the NSEB deciding the appropriate action.

4.5.14.6.1 ANNUAL PROGRESS REPORTS In the first quarter of the calendar year of each intervening year between multi-year filings, ENS E1 will file an Annual Progress Report (APR) with the UARBNSEB, which will include the following informat...

AI summary ENS E1 is required to submit Annual Progress Reports (APR) to the UARBNSEB every year between multi-year filings. These reports include summaries of performance, discrepancies, costs, and corrective actions if energy savings fall below 75% of targets. The requirement is based on the Public Utilities Act and the DSM Settlement Agreement.

2. BACKGROUND On June 16, 2015, EfficiencyOne (E1), Nova Scotia Power Incorporated (NS Power), the Consumer Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, and the Industrial Group signed...

AI summary In 2015, EfficiencyOne and other stakeholders signed a Consensus Agreement to establish a Standardized Filing Framework for DSM applications. The NSUARB approved the agreement, and the Framework was used in future DSM Plan applications. The NSUARB and its successor, the NSEB, have directed ongoing review and updates to the Framework through the DSMAG, including considerations for E1's 'balanced plan' and impact assessments.

4.1 OBJECTIVES The objectives of this document are as follows: - To ensure consistency in the overall Demand Side Management (DSM) planning and evaluation process in Nova Scotia; - To consolidate important decisions made by the Nova Scotia...

AI summary This document outlines the objectives of ensuring consistency in Demand Side Management (DSM) planning and evaluation in Nova Scotia, consolidating key decisions by the Nova Scotia Energy Board (NSEB) and its predecessor, and ensuring DSM Resource Plans balance multiple objectives.

4.3.3.1 DEFINITIONS To provide clarity, the following definitions are used[:31](#page-148-4) Performance Metric: A quantifiable measure that is used to track and assess the status of a specific achievement. Performance Indicators: A set of...

AI summary The document defines key terms related to performance metrics, indicators, targets, and thresholds in the context of regulatory proceedings. It references NSEB orders and applications, including E1's 2023-2025 DSM Plan and a 2016 supply agreement application.

Performance Targets and Thresholds[32](#page-149-0) - i. Performance Targets apply to the Plan period as reflected in the NSEB-approved DSM Purchase Agreement, or as ordered by the NSEB; - ii. E1 is deemed to be in substantial compliance w...

AI summary The document outlines performance targets and thresholds for the DSM Purchase Agreement, approved by the NSEB. E1 is considered in substantial compliance if it achieves 90% or more of the targets. If targets are not met, the NSEB may take appropriate action.

4.4.2 EVALUATION E1 will retain the services of an independent DSM evaluation firm to conduct annual evaluations for each DSM program, as described in Section 4.6 36 M07151, NSUARB Decision Letter, Nova Scotia Power Inc. – DSM Cost Allocat...

AI summary E1 will hire an independent DSM evaluation firm to perform annual evaluations for each DSM program, as outlined in Section 4.6. A reference is made to a 2016 decision letter by the NSUARB regarding Nova Scotia Power Inc.'s DSM cost allocation and recovery.

4.7 DEMAND SIDE MANAGEMENT ADVISORY GROUP The DSM Advisory Group is a forum to provide strategic or directional advice and stakeholder perspectives on current or emerging DSM issues including, but not limited to, issues identified in NSEB...

AI summary The Demand Side Management Advisory Group (DSMAG) serves as a forum for providing strategic advice and stakeholder perspectives on DSM issues, including those outlined in NSEB Orders. The text references a letter from the NSUARB and an RBIA prepared by EfficiencyOne.

4.6 Reporting Requirements E1 proposes reporting within each DSM Resource Plan application.

AI summary E1 proposes that reporting requirements be included within each DSM Resource Plan application as part of the regulatory process.

5. CONSOLIDATED ENDNOTES AND SOURCES - 1. M06733 – E1 2016-2018 DSM Resource Plan. NSUARB Order (October 7, 2015) approving the Plan, the Consensus Agreement establishing the Standardized Filing Framework; Performance Targets, Indicators,...

AI summary This section lists consolidated endnotes and sources from a regulatory proceeding, including matters related to Demand Side Management (DSM) plans, standardized filing frameworks, and the establishment of the Nova Scotia Independent Energy System Operator (NSIESO) under the Energy Reform (2024) Act.

Regulatory and Political Risk NSPI is subject to complex legislative and regulatory frameworks that cover material aspects of their businesses. These frameworks influence key factors such as rates and cost structures, revenue requirements,...

AI summary NSPI operates under a complex regulatory framework that influences rates, costs, and capital investments. Regulatory processes, including public hearings and approvals, are essential for changes in rates and investments. Delays or adverse regulatory decisions could lead to material financial impacts. Uncertainty around IESO Nova Scotia and potential changes in environmental legislation also pose risks.

Renewable Energy Regulations: The Province has established targets with respect to the percentage of renewable energy in NSPI's generation mix. Under the RER, the Company currently has a provincially mandated target of achieving at least 4...

AI summary Nova Scotia Power Inc. (NSPI) faces a $10 million penalty for non-compliance with renewable energy regulations (RER) for the 2022 compliance period. NSPI appealed the penalty through the Nova Scotia Energy Board (NSEB), and the hearing concluded in 2025, with a decision pending. The Province has set renewable energy targets for NSPI, requiring 40% renewable energy sales from 2020 to 2029 and 80% from 2030 onward.

Nova Scotia Energy Reform Act: On April 5, 2024, the Province enacted Bill 404 - Energy Reform (2024) Act. This legislation implements certain recommendations made by the Clean Electricity Solutions Task Force, which was established by the...

AI summary Bill 404 - Energy Reform (2024) Act was enacted on April 5, 2024, implementing recommendations from the Clean Electricity Solutions Task Force. It established the NSEB and the More Access to Energy Act, which sets up the IESO Nova Scotia. The IESO Nova Scotia began its phased transition in October 2025, with the first phase completed in December 2025.

NSPI received a Certificate of Variance from NSECC on March 25, 2025, which provides flexibility on the timing of SO2 emissions over the 2025 through 2034 period, including compensating for the excess 14,410 tonnes of SO2 emissions in 2022...

AI summary NSPI received a Certificate of Variance from NSECC in 2025, allowing flexibility in SO2 emissions compliance. Environmental regulations and policies may lead to increased costs, delays in infrastructure projects, and potential stranded assets. Non-compliance risks penalties and legal actions, which could have a Material Adverse Effect.

Transition Risk: As government policy related to the environment, renewable energy, and decarbonization continues to shift, the Company is exposed to increased uncertainty and risk arising from policy, legal, regulatory, technology, and ma...

AI summary The Company faces increased transition risks due to evolving environmental policies, renewable energy mandates, and decarbonization efforts. These risks include regulatory uncertainty, capital investment needs, and potential impacts on insurance and litigation. The energy transition may also affect the Company's ability to recover costs through rates and could lead to material adverse effects.

Project Development and Land Use Rights Risk The Company's capital plan includes significant investment in generation, infrastructure modernization and customer-focused technologies. Any projects planned or currently in construction, parti...

AI summary The Company's capital plan involves major investments in generation and infrastructure, but faces risks such as schedule delays, cost overruns, and regulatory approval challenges. Assets may be located on lands owned by third parties, including Indigenous Peoples, requiring consultations and consents, which could lead to significant costs if land-use rights cannot be secured.

System Operating and Maintenance Risks The safe and reliable operation of electric generation transmission and distribution systems is critical to NSPI's operations. There are a variety of hazards and operational risks inherent in operatin...

AI summary The document highlights the operational and maintenance risks faced by NSPI in managing its electric generation, transmission, and distribution systems, including mechanical failures, natural disasters, and cyberattacks. These risks could negatively impact public safety, infrastructure, and customer confidence, with potential financial implications that may not be fully recoverable through insurance or regulatory mechanisms.

The Company has the following categories on the Condensed Consolidated Balance Sheets related to derivatives receiving regulatory deferral: As at March 31 December 31 millions of dollars 2026 2025 Derivative instrument assets (current and...

AI summary The document outlines the Company's derivative and regulatory assets and liabilities as of March 31, 2026, and December 31, 2025, highlighting changes in their values. It also notes the regulatory impact recognized in net income related to these items.

• Would an amendment to the DSM Plan be in the best interest of ratepayers? Consistent with a DSM Plan application, E1 would expect any amendment would require fulsome DSMAG member engagement prior to E1 filing an application seeking NSEB...

AI summary The document discusses potential amendments to the DSM Plan, emphasizing the need for engagement with the DSMAG and regulatory approval by the NSEB. It also considers the achievability of the plan and whether changes in the IRP would necessitate an amendment, noting that past changes in IRP outcomes have not automatically triggered amendments.

pplication, page 83, lines 15-17; • Electricity Costs: Costs incurred by customers for electricity service, including supply, delivery, and consumption. The term is tied to statutory use: "the purpose - of the demand-side management provis...

AI summary The text discusses the definition of key terms related to demand-side management (DSM) programs, including 'program component' and 'program,' as outlined in E1's 2027–2031 DSM Resource Plan Application. It also references a decision (M12282) related to a new benefit-cost analysis test for evaluating DSM plans.

Determinations Regarding Evaluation Results The verification team finds that evaluation results are generally suitable for acceptance for regulatory purposes, subject to specific cautions noted below. We recommend acceptance of evaluation...

AI summary The verification team concludes that evaluation results are generally suitable for regulatory acceptance but notes specific cautions. Acceptance is recommended, though certain program components require careful consideration due to identified issues.

ssage " Error! Reference source not found " at the top of page 22, in the 4th bullet on page 25, and below Figure 8 on page 29. - Refer to Exhibit E-17 errors and missing references. - Response: - These are editorial issues. On p. 22, repl...

AI summary The text addresses editorial errors in a document, including references to Exhibit E-17 and the Peach Report. It raises questions regarding the consideration of recommendation questions, vendor cost comparisons, appliance recycling post-ARet, and the allowance of specific values under legislation and Board orders.

Energy Efficiency Plans of BC Hydro and Terasen Gas BC Sustainable Energy Association and The Sierra Club - British Columbia, Canada (October 2008 – March 2009) - Provided research and support for expert testimony and technical support on...

AI summary The BC Sustainable Energy Association and The Sierra Club provided research and technical support for expert testimony on the assessment of BC Hydro's long-term DSM plan and Terasen Gas conservation plans before the BCUC between October 2008 and March 2009.

June 23, 2026 Crystal Henwood Clerk of the Board Nova Scotia Energy Board 1601 Lower Water Street, 3rd Floor Halifax, NS B3J 3S3 Re: M12780 EfficiencyOne 2027-2031 Demand Side Management Plan – Third-Party Expert Evidence Dear Ms. Henwood:...

AI summary EfficiencyOne has submitted a Demand Side Management (DSM) Purchase Agreement and Resource Plan for 2027-2031 to the Nova Scotia Energy Board. NS Power has engaged The Brattle Group to review the plan and submit expert evidence as part of the regulatory process.

2. It is highly unlikely that E1 will be able to develop a robust strategic electrification portfolio that will be cost-effective under the modified PAC. The cost-effectiveness results of E1's proposed SE programs reveals a second issue: t...

AI summary The text argues that E1 is unlikely to develop a cost-effective strategic electrification portfolio under the modified PAC test. The modified PAC test, which incorporates incremental revenues from electrification programs, is equivalent to a Rate Impact Measure test and may not effectively evaluate the cost-effectiveness of SE initiatives.

- Delaware, Illinois, Kentucky, Missouri, New Jersey, New York, Nova Scotia, and Virginia. In Nova Scotia, I have also provided ongoing expert advice on a range of demand-side management (DSM) issues including incentive setting methodologi...

AI summary The text discusses the expert's involvement in various demand-side management (DSM) matters before the Nova Scotia Energy Board (NSEB) and its predecessor, the Nova Scotia Utility and Regulatory Authority Board (NSUARB), including testimony in multiple proceedings related to DSM plans and infrastructure.

22 Q. Do other jurisdictions have mid-term modification processes? 23 A. Yes. The Massachusetts energy efficiency program administrators have a process 24 for filing "mid-term modifications." The Department of Public Utilities requires & l...

AI summary The response confirms that other jurisdictions, such as Massachusetts, have mid-term modification processes for energy efficiency programs. It recommends that the NSEB establish specific thresholds for mid-cycle adjustments by E1, such as changes in spending or program termination.

the Matter of the New Brunswick Power Corporation and Section 103(1) of the Electricity Act Matter No. 375. Prepared by Synapse Energy Economics for the New Brunswick Energy and Utilities Board Staff. Fagan, B., A. Napoleon, S. Fields, P....

AI summary The document lists various publications prepared by Synapse Energy Economics for different organizations and regulatory bodies, focusing on energy efficiency, clean energy, and compliance with energy regulations in multiple jurisdictions including New York, Virginia, and New Brunswick.

EXPERT TESTIMONY AND REGULATORY FILINGS Report filed before New Jersey Board of Public Utilities (NJBPU), "An Assessment of Energy Affordability in New Jersey and Alternative Policy and Rate Options," March 30, 2025 (with Goksin Kavlak, Ka...

AI summary The text lists various expert testimonies and regulatory filings submitted by different entities before various regulatory bodies across the United States, including reports on energy affordability, electrification impacts, and rate adjustments.

UTILITY REGULATORY AND BUSINESS MODELS - Assisted the New York Department of Public Service to develop a comprehensive financial model of a representative (downstate) New York utility capable of demonstrating the impacts of REV initiatives...

AI summary The Brattle Group has assisted various utilities in developing regulatory and business models, including financial modeling for REV initiatives, performance incentive metrics, and alternative regulatory frameworks. Work included stakeholder engagement, analysis of incentive regulation frameworks, and evaluation of performance-based regulation (PBR) models.

Grid, Mr. Shetty is currently leading an engagement to study the utility's practices on allocating transmission costs across customer Sai P. Shetty brattle.com 5 of 7 - classes and propose appropriate alternatives that align with economic...

AI summary The text outlines Sai P. Shetty's consulting experience, including work on transmission cost allocation, FERC tests, rate assessments, and cost allocation reviews for various utilities. The focus is on rate design, cost allocation, and regulatory compliance.

1 Request IR-01: 2 Preamble: At pages 3–9 regarding the Mid-Course Adjustment (MCA), Mr. Love recommends (a) that the Board require explicit Board approval of any MCA, with a 30-day comment period for intervenors; (b) that unspent funding...

AI summary The text discusses a request (IR-01) regarding the Mid-Course Adjustment (MCA) framework, including whether unspent funds can be carried forward, the scope of the MCA process, and how recommendations for consolidating low-income programs and approving an IRP-aligned budget interact.

Request IR-3: Reference: Brattle Evidence, Section IV: Representation of Demand Response in E1's Preferred Plan, page 14, footnote 25: "In October 2022, IESO received a ministerial directive that increased the CDM budget by $342 million, f...

AI summary The document discusses the affordability of E1's preferred plan, referencing the Brattle Evidence and the differences between Ontario's regulatory/funding context and Nova Scotia's statutory framework, particularly under the Public Utilities Act and the Nova Scotia Energy Board (NSEB)-approved budgets. It also mentions the Program Administrator Cost (PAC) test and the Peak Perks program's cost-effectiveness.

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

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

//irac.pe.ca/wp-content/uploads/PEI-Potential-Study-Final-Report-Volume-I-.pdf) PSE Conservation and Demand Response Assessment, Appendix E. 2023 Electric Progress Report. Request IR-10: Reference: E-22, Page 16. Finally, E1 should be requ...

AI summary The text discusses the need for E1 to report DR performance comprehensively, including annual accreditation and performance reporting after each peak season. It emphasizes the importance of verified peak reduction and other metrics to ensure DR can be reliably used in system planning and operations. The response refers to previous IR responses for detailed recommendations.

Request IR-14: Reference: E-22, page 20. E1 should be required to develop a more targeted building electrification program focused on measures with the best chance of meeting Nova Scotia's statutory criteria of reducing costs by incorporat...

AI summary The request asks whether Brattle has identified specific strategic electrification (SE) program designs that meet Nova Scotia's cost-effectiveness criteria and how a phase-in pathway differs from E1's current approach. It also inquires about Brattle's experience with SE programs in other jurisdictions and the timeline for implementing new programs.

Response to Request IR-6: (a) Please explain how Solar Nova Scotia's recommendation that SE be screened using a test that includes "avoided non-electric fuel costs, emissions reductions, and peak and capacity impacts" is consistent with th...

AI summary Solar Nova Scotia explains that its recommendation to include avoided non-electric fuel costs, emissions reductions, and peak and capacity impacts in the screening of strategic electrification (SE) is consistent with the Board's M12282 framework. It does not propose a new benefit-cost test, but rather the application of the existing modified PAC test and portfolio-level assessment. The cost-allocation methodology for SE remains unchanged, and potential benefits for industrial customers depend on further analysis.

Response to Request IR-3: Refer to M12780, Exhibit E-24, SNS Evidence, Section 3.4, Recommended Direction for SBES, pages 9-10 of 16.

AI summary The response refers to M12780, Exhibit E-24, SNS Evidence, Section 3.4, Recommended Direction for SBES, pages 9-10 of 16, in relation to a request for information.

Response IR-4: A. In Request IR-02, Synapse asked for E1's Round 1 and Round 2 modeling…including …all associated attachments in Excel including but not limited to supporting data and calculations (intact and unprotected)". E1's response i...

AI summary E1's response to Synapse's request was incomplete, as it did not provide a full model or detailed calculations. E1's interpretation of the modified-PAC test led to the exclusion of Strategic Electrification from the DSM Plan, but this interpretation may not align with the Board's historical practices. The decision in M12282 is not explicit on how to apply the Board's guidance to DSM planning, and E1's approach may not be consistent with established practices.

M12780 - In the Matter of EfficiencyOne's (E1) 2027–2031 Demand Side Management (DSM) Resource Plan Application 1 Request IR-1: 2 Reference: E-23, Page 8, lines 6-11. 3 E1 also: 4 5 6 7 8 • interpreted the NSEB's Order on E1's Application...

AI summary This proceeding involves EfficiencyOne's (E1) 2027–2031 Demand Side Management (DSM) Resource Plan Application. The text references a previous Board decision (M12282) and asks whether Synapse and Ms. Napoleon have misinterpreted the Board's decision and Order, as well as whether Synapse's position has changed.

Request IR-3: Refer to M12780, Exhibit E-23, Synapse Evidence, Page 44 of 47, Lines 17-26. a) In this section you refer to local air-quality and fine particulate matter and recommend additional scrutiny should be given to initiatives (in t...

AI summary The text references a section discussing the impact of the BNI Back Up Generator demand response program on local air quality and fine particulate matter, requesting clarification on what 'additional scrutiny' entails and how it would be assessed by the Board.

Eversource Energy — Director 2012–2021 - Led regulatory, planning, EM&V, and support services for a $500M+ multi-state energy efficiency and demand response portfolio, including oversight of portfolio strategy, performance metrics, budgets...

AI summary The text discusses the professional experience of an individual who led regulatory and planning efforts for a large energy efficiency and demand response portfolio, managed teams, supported regulatory filings, and advised on integrating energy efficiency and distributed energy resources into grid planning.

nnovation-framework activities and the allocation of Enabling - 22 Strategies. - 23 The SBA thanks the Board for the opportunity to provide this opening statement and looks forward - 24 to hearing from EfficiencyOne on the issues in its Ap...

AI summary The SBA provides an opening statement in the proceeding, thanking the Board and expressing anticipation for EfficiencyOne's input on unresolved issues in its Application. The statement is dated July 29, 2026, and signed by Melissa P. MacAdam, the Small Business Advocate.

EfficiencyOne's demand-side management responsibilities and the differing interpretations of applicable statutory language, the work of interpreting and opining on the changes introduced by the Energy Reform (2024) Act , SNS 2024, c 2, wil...

AI summary EfficiencyOne's application for a new benefit-cost analysis test for demand-side management plans is being considered by the Nova Scotia Energy Board. The Board must interpret amendments to the Public Utilities Act and apply its new sustainability mandate under the Energy and Regulatory Boards Act. East Coast Environmental Law is participating in the matter to observe how the Board implements its sustainability responsibilities.

James R. Gogan Direct +1 (902) 563 5920 [email protected] 1969 Upper Water Street, Suite 1300 Halifax, Nova Scotia Canada B3J 3R7 Tel +1 (902) 425-6500 Fax +1 (902) 425-6350 Our File: 238984 July 29, 2026 Nova Scotia Energy Boa...

AI summary EfficiencyOne (E1) has reached an agreement with Eastward Energy to address matters raised in Posterity Group's evidence. The agreement is detailed in Appendix A and will be discussed during the hearing. E1 expects Eastward's counsel to acknowledge the agreement on the record.

t to diminish those obligations. - 4. If the Study supports proceeding with a pilot, E1 and the Industrial Group will collaborate on the pilot objectives, evaluation criteria, and measures of success. - 5. E1 will report on the progress of...

AI summary The DR Participation Study outlines steps for collaboration between E1 and the Industrial Group, including reporting progress to the Nova Scotia Energy Board and DSMAG, engaging with IESO and NSP for data, and ensuring alignment with the LIIR tariff to avoid duplicate compensation and maintain system reliability.

Notices of Formal Intervention Tuesday, April 21, 2026 Information Requests to E1 Thursday, May 7, 2026 Responses to IRs from E1 Thursday, May 28, 2026 Filing of Verification Report Tuesday, June 2, 2026 IRs on Verification Report Tuesday,...

AI summary The document outlines key dates and procedures for the regulatory proceeding, including deadlines for submitting information requests, verification reports, evidence, and witness lists, as well as the schedule for publishing the Notice of Hearing in specific newspapers.

- Wednesday, April 15, 2026 - Saturday, April 18, 2026 - 5. E1 must post a copy of the Application on its website and social media accounts. - 6. The Clerk of the Board will provide a copy of the Hearing Order and Notice of Hearing to inte...

AI summary The document outlines procedural requirements for an application, including posting the application online and via social media, and specifies that the Board's Regulatory Rules apply, particularly Rule 7(3) regarding filing deadlines. The document is dated April 7, 2026, and signed by the Clerk of the Board.

BACKGROUND This letter addresses Efficiency One's (E1) request that the Mercer Compensation Review (Mercer Report) it filed in this proceeding be held in confidence by the Board (i.e., filed as Board only confidential) The request was cons...

AI summary Efficiency One (E1) requested that its Mercer Compensation Review (Mercer Report) be treated as Board-only confidential. The Board, however, determined that the report should be treated as General Confidential and made available to intervenors who signed a Confidentiality Undertaking. E1 argued that the report contains sensitive compensation data and commercial information that could harm its competitive position.

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

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

(11) The Board may - (a) order that the document be held in confidence by the Board; - (b) order that the document be placed on the public record; - (c) order that an abridged version of the document be placed on the public record; - (d) o...

AI summary The Board has the authority to handle confidential documents in various ways, including keeping them confidential, placing them on the public record, or making them available under certain conditions. If a confidentiality claim is rejected, the party must withdraw their application or intervention and the Board will return the documents.

tes that both ss. 18 and 34 expressly apply to E1, by virtue of s. 79G(2) of the Public Utilities Act . Furthermore, the Board is also guided by s. 79L(4) of the Public Utilities Act which states: 79L(4) The Energy Board shall approve an a...

AI summary The document discusses the application of sections 18 and 34 of the Public Utilities Act to E1, emphasizing the Energy Board's duty to ensure that demand-side management plans serve the best interests of customers. It also references the Supreme Court of Canada's criteria for confidentiality orders under Rule 12(10).

CONCLUSION Pursuant to Board Regulatory Rule 12, E1 requested confidential or partially confidential treatment of certain documentation filed in this matter. After considering the reasons provided by E1 in its letter of June 16, 2026, the...

AI summary The Board has denied E1's request for confidential or partially confidential treatment of certain documents filed in this matter. The Board orders that the Mercer Report be made available immediately to intervenors who have signed confidentiality undertakings.

Notices of Formal Intervention Tuesday, April 21, 2026 Information Requests to E1 Thursday, May 7, 2026 Responses to IRs from E1 Thursday, May 28, 2026 Filing of Verification Report Tuesday, June 2, 2026 IRs on Verification Report Tuesday,...

AI summary The document outlines a timeline for various procedural steps in a regulatory proceeding, including information requests, evidence filing, witness lists, and the hearing schedule. It also specifies that E1 must publish the Notice of Hearing in the Halifax Chronicle Herald and the Cape Breton Post according to a schedule.

- Wednesday, April 15, 2026 - Saturday, April 18, 2026 - 5. E1 must post a copy of the Application on its website and social media accounts. - 6. The Clerk of the Board will provide a copy of the Hearing Order and Notice of Hearing to inte...

AI summary The document outlines procedural requirements for an application, including posting the application online and via social media, and specifies that the Board's Regulatory Rules apply, particularly Rule 7(3), which sets a deadline for filings. The document is dated April 7, 2026, and signed by the Clerk of the Board.

NON-CONFIDENTIAL 1 (c) What would constitute an extraordinary event or material impact to plan feasibility 2 or ratepayer value? 3 4 (i) How will Plan feasibility and ratepayer value be evaluated over the course of 5 the Plan period? 6 7 R...

AI summary The text outlines several requests related to evaluating plan feasibility, ratepayer value, and the governance of energy efficiency programs. It includes questions about E1's internal review processes for DSM measures, heat pump cleaning as an energy efficiency measure, and the governance structure for the Innovation Framework.

- 2 Reference: Exhibit E-1, Application, page 36/71; and Exhibit E-1, Appendix B, Section 9, 27 2027–2031, representing approximately 64% of the 683.1 GWh savings target in NSPI's 20 to each class over the plan period. 21 (d) If, during th...

AI summary The text outlines a request (IR-6) regarding the process for introducing electrification measures under the modified-PAC test and the allocation of associated costs across rate classes during the 2027–2031 plan period. It also asks whether customers would be consulted and if Board approval would be required for cost allocation.

21 1 (g) Please break down Table 36 and Exhibit E-1-(ii) custom programs 11 12 13 14 (d) Does E1 take the position that any "underspend" is only owed to NSPI on a cumulative basis over the full five-year period, or will it be paid/refunded...

AI summary The text includes a series of questions and requests related to the breakdown of custom programs, payment schedules, and changes to performance triggers in a regulatory proceeding. It asks for clarification on how underspend is handled, the rationale for removing performance triggers, and the process for applying to the Board for performance variances.

James R. Gogan Direct +1 (902) 563 5920 [email protected] 1969 Upper Water Street, Suite 1300 Halifax, Nova Scotia Canada B3J 3R7 Tel +1 (902) 425-6500 Fax +1 (902) 425-6350 Our File: 238984 May 28, 2026 Nova Scotia Energy Boar...

AI summary EfficiencyOne (E1) submitted responses to information requests related to its application for approval of a Demand Side Management (DSM) Resource Plan and Purchase Agreement for 2027-2031. The letter, from James R. Gogan, outlines the submission to the Nova Scotia Energy Board under matter M12780.

Request IR-6: Refer to Exhibit E-17, the Peach Report, which presents Recommendation No. 2 on page 31 that includes several questions to be addressed. - a) Has E1, or Econoler, considered any of the questions set out in Recommendation No....

AI summary Request IR-6 raises four questions about E1/Econoler's consideration of Peach Report recommendations, cost comparisons with profit-making vendors, appliance recycling post-ARet, and the legality of including social values in the recommendation. It seeks clarification on procedural and regulatory compliance.

June 10, 2026 [[email protected]](mailto:[email protected]) James Gogan McInnes Cooper 1300-1969 Upper Water Street PO Box 730 Halifax, NS B3J 3R7 Dear Mr. Gogan: M12780 – EfficiencyOne – Demand Side Management (DSM...

AI summary The Board has raised concerns about EfficiencyOne's use of Board Only - Confidential treatment for certain responses to information requests, particularly regarding sensitive compensation information. The Board references a previous decision in Matter M10431 regarding NS Power's executive compensation and asks EfficiencyOne to justify why similar treatment should not apply here.

Background This decision letter contains the Board's findings about a motion by various Intervenors challenging the confidentiality claimed by Nova Scotia Power Inc. (NS Power, Company, Utility) over certain portions of its general rate ap...

AI summary This decision letter addresses a motion by intervenors challenging NS Power's confidentiality claims over parts of its GRA. The Board panel reviewed objections to the redacted information, with NS Power justifying some claims based on privacy laws and the Public Utilities Act. Some claims were abandoned, while others were upheld, particularly those related to cyber security measures.

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

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

Recovery of executive remuneration - 64B (1) In this Section, "report" means the report required by subsection (2). - (2) Nova Scotia Power Incorporated shall submit to the Board - (a) on or before January 1, 2013; and - (b) with each appl...

AI summary This section outlines the process for submitting and reviewing reports on executive remuneration by Nova Scotia Power Incorporated to the Energy and Regulatory Boards. The Board has the authority to approve, reject, or require amendments to the report, and may determine executive employees if the report is not amended within 30 days. The regulation also restricts the recovery of certain executive remuneration from approved rates, charges, or fees.

a) Mercer Reports – Executive Compensation The primary outstanding issue relates to the Intervenors' request that the confidential treatment of the Mercer Reports about executive compensation be relaxed from "Board Confidential" to "Genera...

AI summary The issue is whether the Mercer Reports on executive compensation should be made more accessible to intervenors under a Confidentiality Undertaking. The Province initially supported full public disclosure, but later agreed to a CU-based disclosure. NS Power's executive compensation is capped by the Public Utilities Act, and the cost is forecast to increase by 2% annually from 2022 to 2024.

3. The Regulatory Compact - [46] Under the regulatory compact, NSPI is given a monopoly; that is, the exclusive right to supply power and energy to almost all of the consumers of electricity in Nova Scotia. In exchange for that right it ha...

AI summary NSPI holds a monopoly to supply electricity in Nova Scotia under the regulatory compact, in exchange for serving customers at rates approved by the Board. The Board ensures that NSPI's costs are prudently incurred and emphasizes the open courts principle through Rule 12 of the Board Regulatory Rules, referencing court decisions that balance public interest with party interests.

James R. Gogan Direct +1 (902) 563 5920 [email protected] 1969 Upper Water Street, Suite 1300 Halifax, Nova Scotia Canada B3J 3R7 Tel +1 (902) 425-6500 Fax +1 (902) 425-6350 Our File: 238984 June 16, 2026 Nova Scotia Energy Boa...

AI summary EfficiencyOne argues that the Mercer Report should remain confidential under Rule 12 of the Board Regulatory Rules and the Sierra Club test, distinguishing this case from Matter M10431 where the Board rejected confidentiality for executive compensation details. They assert that privacy concerns are adequately addressed by restricting access to intervenors with confidentiality undertakings.

(c) Different Weighing under the Sierra Club Test As the Board noted in the M10431 Decision, Rule 12 of the Board Regulatory Rules effectively codifies the criteria set out by the Supreme Court of Canada in Sierra Club of Canada v. Canada...

AI summary E1 argues that the Sierra Club test justifies maintaining confidentiality for sensitive executive compensation data in this DSM proceeding. E1 claims disclosure would harm commercial interests and that public interest concerns are lower than in prior cases due to factors like no formal objections and differing legislative contexts.

BACKGROUND This letter addresses Efficiency One's (E1) request that the Mercer Compensation Review (Mercer Report) it filed in this proceeding be held in confidence by the Board (i.e., filed as Board only confidential) The request was cons...

AI summary Efficiency One (E1) requested that its Mercer Compensation Review be treated as Board-only confidential. The Board considered the request and found that the report should be treated as General Confidential, available to intervenors who signed a Confidentiality Undertaking. E1 argued the report contained sensitive compensation data and commercial information that could cause competitive harm.

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

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

(11) The Board may - (a) order that the document be held in confidence by the Board; - (b) order that the document be placed on the public record; - (c) order that an abridged version of the document be placed on the public record; - (d) o...

AI summary The Board has the authority to order documents to be held in confidence, placed on the public record, or made available to interested parties under certain conditions. If a confidentiality claim is rejected, the party must withdraw their application or intervention within seven days. E1, as the party claiming confidentiality, is responsible for justifying the confidentiality of the Mercer Report.

tes that both ss. 18 and 34 expressly apply to E1, by virtue of s. 79G(2) of the Public Utilities Act . Furthermore, the Board is also guided by s. 79L(4) of the Public Utilities Act which states: 79L(4) The Energy Board shall approve an a...

AI summary The document discusses the application of sections 18 and 34 of the Public Utilities Act to E1, emphasizing the Energy Board's duty to ensure that demand-side management plans are in the best interests of customers. E1 argues that confidentiality protections under Rule 12 are justified based on the Supreme Court of Canada's Sierra Club decision.

CONCLUSION Pursuant to Board Regulatory Rule 12, E1 requested confidential or partially confidential treatment of certain documentation filed in this matter. After considering the reasons provided by E1 in its letter of June 16, 2026, the...

AI summary The Board has denied E1's request for confidential treatment of certain documents in this proceeding. The Mercer Report is ordered to be made available immediately to intervenors who signed confidentiality undertakings.

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

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

- 7. Where an Intervenor files testimony which contains Designated Confidential Information, the testimony must be filed on a confidential basis and the Designated Confidential Information must be specifically identified as such. In additi...

AI summary The document outlines procedures for handling Designated Confidential Information in regulatory proceedings, including filing on a confidential basis, the Board sitting in Camera, returning and destroying confidential information, and exceptions for legal counsel.

f Wisconsin Power and Light Company Application for Authority to Adjust Electric and Natural Gas Rates for 2024 and 2025 Test Years, on behalf of Wisconsin Power and Light Company, September 26, 2023. Surrebuttal Testimony pre-filed before...

AI summary The text outlines various regulatory filings and testimonies related to rate adjustments and grid planning by utility companies in Wisconsin, Massachusetts, and New Jersey. These include surrebuttal and rebuttal testimonies, load forecasting methodology reviews, and energy master plan studies.

UTILITY REGULATORY AND BUSINESS MODELS - Assisted the New York Department of Public Service to develop a comprehensive financial model of a representative (downstate) New York utility capable of demonstrating the impacts of REV initiatives...

AI summary The text outlines various regulatory and business model assistance projects undertaken by The Brattle Group for utilities across North America. These include developing financial models, incentive regulation frameworks, performance incentive metrics, and alternative regulatory proposals to support utility operations and energy efficiency goals.

ers for prospective loads in the region. This engagement involved analyzing the utility's initial proposal, conducting analysis to ensure complete cost recovery and recommendations on potential contract service agreements to minimize risks...

AI summary The text outlines Sai P. Shetty's consulting experience, including work on cost recovery analysis, regulatory ratemaking reviews, and transmission cost allocation studies. These engagements involved analyzing utility proposals, researching regulatory frameworks, and providing strategic recommendations.

1 M12780 2 3 NOVA SCOTIA ENERGY BOARD 4 5 IN THE MATTER OF: The Public Utilities Act, as amended. 6 7 IN THE MATTER OF: An Application by EfficiencyOne for Approval of the 2027–2031 8 Demand-Side Management (DSM) Purchase Agreement between...

AI summary The Nova Scotia Energy Board is handling an application by EfficiencyOne for approval of a 2027–2031 Demand-Side Management (DSM) Purchase Agreement with Nova Scotia Power Incorporated and the establishment of a final agreement and DSM Resource Plan. The Small Business Advocate has issued an information request for intervenor evidence, with responses due by July 17, 2026.

Request IR-3: Refer to M12780, Exhibit E-23, Synapse Evidence, Page 44 of 47, Lines 17-26. a) In this section you refer to local air-quality and fine particulate matter and recommend additional scrutiny should be given to initiatives (in t...

AI summary The text references a demand response program (BNI Back Up Generator) and raises concerns about its potential impact on local air quality and fine particulate matter. It requests clarification on what 'additional scrutiny' entails and how the Board would assess it using specific tests.

Issued at Halifax, Nova Scotia, this 6th day of July, 2026. 1 Request IR-01: 2 Reference: Brattle Evidence, Section III: Affordability of E1's Preferred Plan, page 6: 3 4 "While E1 and its consultant (Apex Analytics) did conduct a Jurisdic...

AI summary The document contains information requests related to the affordability and cost performance of E1's preferred plan, including critiques of peer group analysis and budgeting differences between Ontario and Nova Scotia. It also asks for quantification of cost differentials and clarification on regulatory frameworks.

30 Request IR-4: 31 32 At page 22, lines 17 to 19 of the Report, Synapse observes that E1 did not provide a clear basis for 33 its conclusion that Strategic Electrification did not meet the requirements of the modified PAC 34 test. 35 36 A...

AI summary The document includes questions raised in a regulatory proceeding regarding E1's analysis of Strategic Electrification. It questions the basis for E1's conclusion, Synapse's interpretation of cost-effectiveness assessment, and how a prior Board decision (M12282) may influence the promotion of Strategic Electrification.

2026 M12780 NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The Public Utilities Act IN THE MATTER OF: An Application by EfficiencyOne for approval of the 2027-2031 Demand-Side Management (DSM) Purchase Agreement between EfficiencyOne and Nova...

AI summary The document outlines an information request related to the 2027-2031 Demand-Side Management (DSM) Purchase Agreement and Resource Plan between EfficiencyOne and Nova Scotia Power Incorporated. Theodore M. Love of the Green Energy Economics Group, Inc. recommends that the Board require explicit approval for Mid-Course Adjustments (MCA), allow carryforward of unspent funding, and trigger MCA for material changes in identified savings levels.

- 29 (d) What does Mr. Love expect a "fresh, ground-up incentive-design study" to 30 involve in terms of scope, methodology, data collection, and cost? 1 (e) Has Mr. Love taken into consideration the cost, timing, and administrative 2 burd...

AI summary The text outlines questions directed to Mr. Love regarding the scope, methodology, data collection, and cost of a proposed 'fresh, ground-up incentive-design study' for demand-side management (DSM) programs. It also asks whether incentive reductions should be considered before the study is complete and whether the Board should approve increased DSM spending until the study is finalized.

1 2026 M12780 2 NOVA SCOTIA ENERGY BOARD 3 IN THE MATTER OF: The Public Utilities Act 4 IN THE MATTER OF: An Application by EfficiencyOne for approval of the 2027-2031 5 Demand-Side Management (DSM) Purchase Agreement 6 between EfficiencyO...

AI summary The document outlines an information request from The Industrial Group to Solar Nova Scotia regarding the authors of evidence submitted in a proceeding involving EfficiencyOne's 2027-2031 Demand-Side Management (DSM) Purchase Agreement and Resource Plan. The request seeks details on the qualifications of the authors and whether an independent expert was involved in preparing the evidence.

2026 M12780 NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The Public Utilities Act IN THE MATTER OF: An Application by EfficiencyOne for approval of the 2027-2031 Demand-Side Management (DSM) Purchase Agreement between EfficiencyOne and Nova...

AI summary The document outlines an information request related to EfficiencyOne's application for a 2027-2031 Demand-Side Management (DSM) Purchase Agreement and Resource Plan. It references the Nova Scotia Energy Board's (NSEB) Order on E1's Application for Approval of a New Benefit-Cost Analysis Test and section 79A(iv) of the Public Utilities Act. Synapse Energy Economics, Inc. provides alternative interpretations of the Board's decision.

- 5 (c) What, if any, legal training and expertise does Ms. Napoleon have that she 6 relies upon in making recommendations about legal interpretation of the 7 Board Decision, Order, and governing statute? - 8 (d) Please confirm that Courtn...

AI summary The text includes questions about legal training and expertise of Ms. Napoleon, confirmation of evidence filed by Courtney Lane from Synapse regarding the BCA test, and whether Ms. Napoleon reviewed or consulted with Ms. Lane in her conclusions about the Board Order and Decision from Matter M12282.

- 28 (e) Please define what constitutes a "program addition" for the purposes of 29 Synapse's mandatory mid-cycle adjustment trigger, including whether: 1 (i) adding a new measure category within an existing program 2 component would quali...

AI summary The text requests a definition of 'program addition' for Synapse's mandatory mid-cycle adjustment trigger, including whether adding new measure categories or phasing out pathways within a program would qualify. It also asks about the Board's approval process for mid-cycle adjustments, expected timelines, and whether SE programming could be introduced without a full Plan amendment.

From: [Henwood, Crystal D](mailto:[email protected]) To: [James Gogan](mailto:[email protected]) Cc: [Alice Napoleon;](mailto:[email protected]) [Alissa Whalen](mailto:[email protected]); [Angela Cos...

AI summary Crystal Henwood from the Nova Scotia government is requesting EfficiencyOne to provide comments on scheduling constraints during the hearing for the 2027-2031 Demand Side Management (DSM) Plan Application. The email also includes a note about submitting documents via a secure file transfer service starting November 3, 2025.

\ \ EXTERNAL EMAIL / COURRIEL EXTERNE \ \ Exercise caution when opening attachments or clicking on links / Faites preuve de prudence si vous ouvrez une pièce jointe ou cliquez sur un lien Good afternoon, E1's preference is that due process...

AI summary E1 prefers that its witnesses present evidence before intervenors, following due process. It offers flexibility in scheduling but strongly prefers its witnesses to testify first. This position is intended to be exceptional for this proceeding.

(2) Technical Panel - Kate McDonald, EfficiencyOne, Senior Manager, Regulatory Strategy - Darryl MacKenzie, EfficiencyOne, Interim Director, Program Performance - Spencer Devereaux, EfficiencyOne, Senior Manager, Demand Response - Nick Osb...

AI summary EfficiencyOne has designated a Technical Panel to address technical questions related to the Application during the hearing before the Board. The panel includes senior staff from EfficiencyOne and an expert witness from Apex Analytics. The Executive Panel will handle strategic and managerial considerations.

Good afternoon, The Board has reviewed the requests from NS Power and the Consumer Advocate about the availability of their witnesses and E1's response. The Board appreciated E1's position and its flexibility. In the circumstances, the Boa...

AI summary The Board has reviewed witness availability requests from NS Power and the Consumer Advocate, and E1's response. The Board will proceed with NS Power's witnesses after E1's, with adjustments if cross-examination is not completed by 2PM on August 5, 2026. The Consumer Advocate's witness will be called unless there is a conflict.

cal aspects about a single subject would need to be asked in a disjointed fashion over two panels, which is neither efficient nor conducive to the Board's appreciation of the evidence being presented. The Board appreciates that, when evide...

AI summary The Board is concerned about the lack of clear responsibility division between panels in the proceeding, which may lead to inefficiency and unfairness. It requests E1 to clarify the sections each panel is responsible for or to use a single witness panel. A response is due by July 27, 2026.

James R. Gogan Direct +1 (902) 563 5920 [email protected] 1969 Upper Water Street, Suite 1300 Halifax, Nova Scotia Canada B3J 3R7 Tel +1 (902) 425-6500 Fax +1 (902) 425-6350 Our File: 238984 Filed via secure file transfer (Tita...

AI summary EfficiencyOne responds to the Nova Scotia Energy Board's request regarding the composition of its witness panels for the M12780 proceeding. EfficiencyOne acknowledges the Board's concern and proposes a streamlined single-panel format to ensure an efficient and timely hearing while maintaining a coherent presentation of the application.

conducting an orderly, efficient and timely hearing and therefore proposes a streamlined format that addresses the Board's process concerns while preserving a coherent presentation of the Application. Accordingly, E1 is prepared to proceed...

AI summary EfficiencyOne proposes a streamlined single witness panel for the hearing to address the Board's concerns about process efficiency while ensuring a coherent presentation of the Application. The panel includes six individuals, with one expert witness and others appearing as witnesses of fact, aiming to reduce redundancy and shorten cross-examination time.

as witnesses of fact. Moving to a single, streamlined panel also reduces the number of E1 witnesses from nine to six, which should shorten the time required for the cross-examination of E1's evidence. This approach should also assist with...

AI summary The document discusses the proposal to streamline the E1 witness panel from nine to six, which would reduce the time required for cross-examination and assist with scheduling constraints, including the unavailability of certain expert witnesses. E1 expresses its commitment to the orderly and expeditious conduct of the hearing.

t to diminish those obligations. - 4. If the Study supports proceeding with a pilot, E1 and the Industrial Group will collaborate on the pilot objectives, evaluation criteria, and measures of success. - 5. E1 will report on the progress of...

AI summary The document outlines steps for conducting a DR Participation Study, including collaboration between E1 and the Industrial Group on pilot objectives, reporting to regulatory bodies, and coordination with NSP and IESO for data and technical engagement.