1. OBJECTIVE To standardize the content of future DSM Resource Plan filings.
AI summary The objective of the proceeding is to standardize the content of future Demand Side Management (DSM) Resource Plan filings, ensuring consistency and clarity in regulatory submissions related to energy management programs.
DEMAND SIDE MANAGEMENT STANDARDS
AI summary The document outlines Demand Side Management (DSM) standards in Nova Scotia, involving Nova Scotia Power (NSP) and the Utility and Regulatory Board (UARB). It focuses on regulatory frameworks for managing energy demand.
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 NS Utility a...
AI summary The document outlines three objectives: ensuring consistency in Nova Scotia's Demand Side Management (DSM) planning, consolidating key decisions by the Utility and Regulatory Board (UARB) on DSM regulation, and balancing DSM Resource Plans' multiple objectives.
3.3.1 DEFINITIONS To provide clarity, the following definitions are used: 2 Performance Metric: A quantifiable measure that is used to track and assess the status of a specific achievement. Performance Indicators: A set of particular perfo...
AI summary The section defines key terms related to performance management in regulatory proceedings. It outlines Performance Metrics, Indicators, Targets, and Thresholds, emphasizing their role in tracking progress and compliance with UARB-approved standards. These definitions aim to clarify accountability and measurement criteria within the regulatory framework.
Performance Targets and Thresholds 3 - i. Performance Targets apply to the period of the UARB-approved Supply Agreement with NS Power, rather than annually; - ii. EfficiencyOne is deemed to be in substantial compliance with the UARBapprove...
AI summary Performance Targets under the UARB-approved Supply Agreement with NSP apply to the agreement period, not annually. EfficiencyOne must achieve at least 90% of each target; otherwise, a regulatory process is triggered.
5. REPORTING REQUIREMENTS
AI summary The section outlines general reporting requirements but does not include specific details, obligations, or timelines for compliance. No substantive content is provided under the heading.
5.1 DSM RESOURCE PLANS (3-YEAR CYCLE) EfficiencyOne will prepare DSM Resource Plans as required by the Board, on a threeyear cycle unless directed otherwise by the Board.
AI summary EfficiencyOne is required to prepare DSM Resource Plans every three years as mandated by the Board, with the cycle subject to Board direction. The plans are part of a regulatory framework ensuring compliance with demand-side management requirements.
5.2 ANNUAL PROGRESS REPORTS In the first quarter of the calendar year of each intervening year between multi-year filings, ENS will file an Annual Progress Report (APR) with the UARB, which will include the following information: 7 - A sum...
AI summary ENS must submit Annual Progress Reports (APR) to the UARB, detailing prior year activities, discrepancies, and cost/savings. Corrective Action Plans are required if results fall below 75% of forecasts. Significant plan changes, like budget or target adjustments over 25%, must be notified in APRs.
5.3 QUARTERLY REPORTS ENS will file quarterly reports with the UARB for quarters one through three of each year. The reports will provide quarterly status updates and service highlights, as well as communicate course adjustments within the...
AI summary ENS is required to submit quarterly reports to the UARB, detailing updates, service highlights, and adjustments to the approved DSM Resource Plan for the first three quarters of each year.
5.4 AUDITED FINANCIAL STATEMENTS ENS will retain the services of an external financial auditor to prepare audited annual financial statements. These will be filed with the UARB in the second quarter of the following year.
AI summary ENS will retain an external financial auditor to prepare audited annual financial statements, which will be filed with the UARB in the second quarter of the following year. This ensures compliance with regulatory requirements for financial reporting.
5.7 RATE AND BILL IMPACT ANALYSIS ENS will file its historical Rate and Bill Impact Analysis (RBIA) by October 31st of each year. 10 The historical RBIA estimates the high-level, long-term impact to rates and bills of all DSM activities up...
AI summary ENS is required to file historical and forward-looking Rate and Bill Impact Analyses (RBIA) annually and as part of DSM Resource Plans, respectively. Historical RBIA covers DSM activities up to the previous year, while forward-looking RBIA estimates future rate and bill impacts of proposed DSM initiatives.
M06733 IN THE MATTER OF: THE PUBLIC UTILITIES ACT And IN THE MATTER OF: An application by EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Power I...
AI summary EfficiencyOne and Nova Scotia Power Inc. (NSPI) seek approval for a supply agreement and 2016-2018 Demand Side Management (DSM) Resource Plan. The Nova Scotia Utility and Review Board (UARB) is involved, with parties agreeing on terms but reserving rights to amend positions based on further evidence.
1) EST ABLI SHM ENT OF A STANDARDIZE D FILING FOR FUTU RE APPLICATIONS T O A PPROV E A DSM SUPPLY A GREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vette...
AI summary Parties agree to establish a standardized filing process for future DSM supply agreements, subject to DSM Advisory Group approval. The filing will include program descriptions, energy savings metrics, cost-effectiveness analyses, and rate impact details, with EfficiencyOne retaining flexibility to add relevant information and provide technical data.
5) EVALUATION AND REPORTlNG - a) The Parties support EfficiencyOne's proposal for annual program impact evaluations and process evaluations at the organizational level with program process evaluations if required. EfficiencyOne will provid...
AI summary Parties support EfficiencyOne's proposal for annual program evaluations and impact reporting. EfficiencyOne will provide performance reports, explain substantial changes (≥25% variance), avoid rate-class impacts via cost allocation, and notify mid-course adjustments. Reporting timelines and contents are subject to Board revisions.
2. BACKGROUND On June 16, 2015, EfficiencyOne, 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 a Con...
AI summary In 2015, EfficiencyOne, NS Power, and other stakeholders signed a Consensus Agreement proposing a standardized DSM filing framework. The Utility and Review Board approved this agreement in 2015, requiring submission to the Board by June 30, 2016. The framework includes standard DSM items, alternate scenarios, and evaluation processes outlined in the DSM Standards.
3. STANDARDIZED FILING FRAMEWORK
AI summary The section introduces a standardized filing framework, though specific details are not provided in the text. It references Demand Side Management (DSM) and related criteria and advisory groups.
Standardized Filing Framework ITEM DESCRIPTION 6. ADDITIONAL ITEMS 6.1 Rate and Bill Impact Analysis This will consist of a detailed description of the forward-looking rate and bill impact analysis of the proposed plan.7 This will include...
AI summary The Standardized Filing Framework outlines requirements for EfficiencyOne's regulatory submission, including a detailed rate and bill impact analysis (excluding Unmetered customers) and additional items like cost allocation. The conclusion summarizes the approval sought for these items.
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 NS Utility...
AI summary The document outlines three objectives: ensuring consistency in Nova Scotia's Demand Side Management (DSM) planning, consolidating NS Utility and Review Board (UARB) DSM-related decisions, and balancing DSM Resource Plans' multiple objectives.
4.3.3.1 DEFINITIONS To provide clarity, the following definitions are used:[9](#page-22-0) Performance Metric: A quantifiable measure that is used to track and assess the status of a specific achievement. Performance Indicators: A set of p...
AI summary The section defines key terms related to performance management, including performance metrics, indicators, targets, and thresholds. These definitions are used within the context of the Application and are based on UARB-approved standards.
Performance Targets and Thresholds[10](#page-22-1) - i. Performance Targets apply to the period of the UARB-approved Supply Agreement with NS Power, rather than annually; - ii. EfficiencyOne is deemed to be in substantial compliance with t...
AI summary Performance Targets apply to the UARB-approved Supply Agreement period, not annually. EfficiencyOne achieves substantial compliance if 90% or more of targets are met; below 90% triggers a regulatory process. References include a 2015 NSUARB Order and a 2016 supply agreement approval.
4.5 REPORTING REQUIREMENTS
AI summary Section 4.5 outlines reporting requirements under Nova Scotia's regulatory framework, involving entities like NSUARB and DSMAG. It references criteria for DSM expenditures and integrated resource planning, emphasizing transparency and compliance with regulatory standards.
4.5.2 ANNUAL PROGRESS REPORTS In the first quarter of the calendar year of each intervening year between multi-year filings, ENS will file an Annual Progress Report (APR) with the UARB, which will include the following information:[14](#pa...
AI summary ENS must submit Annual Progress Reports (APR) to the UARB, detailing performance, discrepancies, and corrective actions if energy savings fall below 75% of forecasts. Significant changes to programs or budgets require advance notice.
4.5.4 AUDITED FINANCIAL STATEMENTS ENS will retain the services of an external financial auditor to prepare audited annual financial statements. These will be filed with the UARB in the second quarter of the following year.
AI summary ENS will engage an external financial auditor to prepare audited annual financial statements, which will be submitted to the UARB in the second quarter of the following year as part of regulatory compliance.
3) PERFORMAN CE TARG ETS , INDICATORS AND THRESHOLDS - a) The parties agree to the following Performance Targets and Performance Indicators: - i) Performance Targets are set over the three-year contract period, rather than annually. - ii)...
AI summary Parties agree to three-year performance targets for EfficiencyOne, requiring 90% achievement on cumulative energy and peak demand savings. Non-compliance triggers regulatory review. Indicators include annual savings, lifetime benefits, and customer satisfaction, with reporting by program and rate class. Historical rate impact analysis and low-income participation metrics are required.
5) EVALUATION AND REPORTlNG - a) The Parties support EfficiencyOne's proposal for annual program impact evaluations and process evaluations at the organizational level with program process evaluations if required. EfficiencyOne will provid...
AI summary Parties support EfficiencyOne's proposal for annual program evaluations, including impact and process assessments. EfficiencyOne will report on 2016-2018 performance in 2019, explain substantial changes (≥25% variance), and avoid rate-class impacts via cost allocation. Reporting timelines and content are outlined in Schedule 1, with mid-course adjustments requiring advance notice except for third-party evaluation-driven changes.
Standardized Filing Framework Prepared by EfficiencyOne Dartmouth, NS 20 July 2016
AI summary The document outlines a standardized filing framework prepared by EfficiencyOne for Nova Scotia Power Inc. (NSP) on 20 July 2016, aimed at streamlining regulatory proceedings in Nova Scotia. The framework seeks to ensure consistency in regulatory filings, facilitating efficient review processes for NSP and regulatory authorities.
2. BACKGROUND On June 16, 2015, EfficiencyOne, 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 a Con...
AI summary In 2015, EfficiencyOne and Nova Scotia Power Inc. (NSP) signed a Consensus Agreement establishing a standardized DSM filing framework, approved by the Utility and Review Board in 2015. The framework, based on Efficiency Maine's model, includes DSM program standards and evaluation processes, with a deadline for Board approval by June 30, 2016.
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 NS Utility...
AI summary The document outlines three objectives: ensuring consistency in Nova Scotia's Demand Side Management (DSM) planning, consolidating decisions by the NS Utility and Review Board (UARB) on DSM regulation, and balancing DSM Resource Plans' multiple objectives.
4.3 DSM RESOURCE PLAN DEVELOPMENT The Preferred Resource Plan identified in the IRP will inform the development of a preferred DSM Resource Plan by EfficiencyOne, including analysis of alternate scenarios of DSM activity, in accordance wit...
AI summary The Preferred Resource Plan from the Integrated Resource Plan (IRP) will guide EfficiencyOne in developing a preferred Demand Side Management (DSM) Resource Plan, including analysis of alternate scenarios, under the Standardized Filing Framework.
4.3.3.1 DEFINITIONS To provide clarity, the following definitions are used:[9](#page-22-0) Performance Metric: A quantifiable measure that is used to track and assess the status of a specific achievement. Performance Indicators: A set of p...
AI summary The section defines key terms related to performance management, including performance metrics, indicators, targets, and thresholds. These are tied to UARB-approved standards, emphasizing the role of the Utility and Ratepayer Board in setting and approving these metrics for regulatory oversight.
4.3.3.2 REQUIREMENTS
AI summary The section titled '4.3.3.2 REQUIREMENTS' outlines regulatory requirements but contains no substantive text or details in the provided document. Key acronyms such as NSP, UARB, DSM, and IRP are referenced in the context but not elaborated upon in the text.
Performance Targets and Thresholds[10](#page-22-1) - i. Performance Targets apply to the period of the UARB-approved Supply Agreement with NS Power, rather than annually; - ii. EfficiencyOne is deemed to be in substantial compliance with t...
AI summary Performance Targets under the UARB-approved Supply Agreement with NSP apply over the agreement's term, not annually. EfficiencyOne achieves compliance if 90% or more of targets are met; otherwise, a regulatory process is triggered. References include M06733 (NSUARB Order) and a 2016 supply agreement application.
4.5.2 ANNUAL PROGRESS REPORTS In the first quarter of the calendar year of each intervening year between multi-year filings, ENS will file an Annual Progress Report (APR) with the UARB, which will include the following information:[14](#pa...
AI summary ENS must file Annual Progress Reports (APR) with the UARB, detailing prior-year performance, discrepancies, and program costs. If energy savings fall below 75% of forecasts, a Corrective Action Plan is required. Significant changes to programs or budgets (e.g., ±25% adjustments) must be notified in APRs.
4.5.4 AUDITED FINANCIAL STATEMENTS ENS will retain the services of an external financial auditor to prepare audited annual financial statements. These will be filed with the UARB in the second quarter of the following year.
AI summary ENS will engage an external financial auditor to prepare audited annual financial statements, which will be submitted to the UARB in the second quarter of the following year. This ensures compliance with regulatory requirements and transparency in financial reporting.
M06733 IN THE MATTER OF: THE PUBLIC UTILITIES ACT And IN THE MATTER OF: An application by EfficiencyOne for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Power I...
AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. (NSP) and the 2016-2018 Demand Side Management (DSM) Plan. Co-applicants EfficiencyOne and NSP have reached consensus on key terms, reserving the right to amend positions based on further evidence. The application is governed by the Public Utilities Act and reviewed by the Utility and Ratepayer Board (UARB).
1) EST ABLI SHM ENT OF A STANDARDIZE D FILING FOR FUTU RE APPLICATIONS T O A PPROV E A DSM SUPPLY A GREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vette...
AI summary Parties agree to establish a standardized filing for future DSM supply agreement applications, including program descriptions, energy savings data, cost-effectiveness analysis, and rate impact details. The template will be reviewed by the DSM Advisory Group, with EfficiencyOne allowed to add relevant information.
3) PERFORMAN CE TARG ETS , INDICATORS AND THRESHOLDS - a) The parties agree to the following Performance Targets and Performance Indicators: - i) Performance Targets are set over the three-year contract period, rather than annually. - ii)...
AI summary Parties agree on three-year performance targets and indicators for EfficiencyOne, including cumulative energy and peak demand savings. Compliance requires 90% achievement on two targets; otherwise, a regulatory process is triggered. Metrics include annual savings, customer satisfaction, and rate impact analysis.
5) EVALUATION AND REPORTlNG - a) The Parties support EfficiencyOne's proposal for annual program impact evaluations and process evaluations at the organizational level with program process evaluations if required. EfficiencyOne will provid...
AI summary Parties support EfficiencyOne's proposal for annual program evaluations and reporting, including impact and process assessments. EfficiencyOne will provide performance reports, explain substantial changes, and adhere to reporting timelines outlined in Schedule 1. Mid-course adjustments require advance notice, except those based on third-party evaluations.
1) liv1PORTATION OF AGREEMENT a) The parties agree to incorporate by reference a!l of the terms of agreement reached in the partial settlement agreement among EfficiencyOne, Nova Scotia Power, the Consumer Advocate, the Small Business Advo...
AI summary Parties agree to incorporate terms from a partial settlement agreement in Matter M06733, involving EfficiencyOne, Nova Scotia Power, advocates, and energy groups. The agreement is referenced in proceedings before the Nova Scotia Utility and Review Board.
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] September 22, 2016 File No. 41736-18 Nova Scotia Utility and Review Board 3rd Floor, 1601 Lower Water Street Halifax, NS B3J 3P6 Attention: Doreen Friis, Regulatory...
AI summary James R. Gogan clarifies EfficiencyOne's future filings for M07543, addressing the Board's concerns about concluding Rate and Bill Impact Analysis issues by October 31, 2016. EfficiencyOne agreed to develop assumptions with the DSM Advisory Group (DSMAG), including lost fixed costs, and engaged Elenchus Research to enhance the model. The October 31 filing will use NS Power's avoided T&D cost estimates.
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 →