Topic:"Regulatory Compliance" in M09096

NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: The Public Utilities Act, R.S.N.S. 1989, c. 380 as amended - and - IN THE MATTER OF: An Application by EfficiencyOne for Approval of Supply Agreement for Electricity Efficiency and Con...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. (NSP) involving Electricity Efficiency and Conservation Activities (EECA) and a 2020-2022 Demand Side Management (DSM) Resource Plan. The proceeding is under the Public Utilities Act, R.S.N.S. 1989, c. 380, as amended.

Application of EfficiencyOne as Holder of the Efficiency Nova Scotia Franchise FILED February 28, 2019

AI summary EfficiencyOne seeks to hold the Efficiency Nova Scotia franchise, a regulatory proceeding filed on February 28, 2019. The application involves program management and compliance with Nova Scotia energy efficiency regulations.

3 Approval of Preferred Plan 4 5 EfficiencyOne requests approval by the Nova Scotia Utility and Review Board (the 6 "Board"), of its Preferred DSM Plan for the term 2020 through 2022 (the "Preferred 7 Plan"), which is attached hereto as Ap...

AI summary EfficiencyOne seeks approval from the Nova Scotia Utility and Review Board for its 2020-2022 Preferred DSM Plan, aiming to deliver 141 GWh of energy savings annually through cost-effective initiatives. The plan emphasizes affordability and a balanced portfolio of energy efficiency programs.

19 Approval of Supply Agreement with NS Power 20 21 EfficiencyOne also requests the Board's approval of its form of Supply Agreement with 22 Nova Scotia Power Inc. ("NS Power"). The operating terms and conditions of the 23 Supply Agreement...

AI summary EfficiencyOne seeks Board approval for a revised Supply Agreement with Nova Scotia Power Inc. (NSP), aligning with prior 2016–2018 and 2019 DSM Plans but adding a 'lifetime energy savings' performance target and updated reporting requirements under the Standardized Filing Framework.

6 Public Utilities Act 7 8 EfficiencyOne is the current holder of Nova Scotia's electricity efficiency and conservation franchise, making it a public utility in relation to its franchise activities.[1](#page-14-2) 9 10 11 As the franchise...

AI summary EfficiencyOne holds Nova Scotia's electricity efficiency and conservation franchise under the Public Utilities Act (PUA), requiring it to supply NS Power with cost-effective activities. The PUA mandates a three-year agreement between EfficiencyOne and NS Power, with the Board authorized to intervene if an agreement cannot be reached.

city-Future.pdf>](https://energy.novascotia.ca/sites/default/files/Our-Electricity-Future.pdf) at p 18. 10 Corporate Research Associates, "Autumn 2018 Atlantic Quarterly" 1 Approval of the Preferred Plan is key to ensuring Nova Scotia's go...

AI summary Nova Scotia's approval of the Preferred Plan is critical for achieving electricity efficiency goals, aligning with the Standardized Filing Framework developed by EfficiencyOne, NS Power, and stakeholders. The framework ensures consistent DSM Plan filings, balances multiple DSM aspects, and integrates with Nova Scotia Power's Integrated Resource Plan (IRP) to guide EfficiencyOne's preferred DSM plan.

or all ratepayers and for the Board. These concerns will be dealt 29 with as part of both the DSM and general ratemaking processes and parties 16 M05522, Navigant: Nova Scotia 2015‐2040 Demand Side Management (DSM) Potential Study , Januar...

AI summary The document outlines the Preferred Plan's consideration of Demand Side Management (DSM) and ratemaking processes, noting NS Power's filing of the Mid-Level DSM as the lowest-cost option over 25 years. The Board emphasized long-term cost savings for ratepayers through the Integrated Resource Plan (IRP), while the Public Utilities Act (PUA) mandates three-year DSM plans aligned with the 2014 IRP until an updated version is approved.

"> 23 David Hill Direct Evidence February 27, 2019, page 17, lines 3-5. 24 David Hill Direct Evidence February 27, 2019, page 25, lines 22-25. 25 David Hill Direct Evidence February 27, 2019, page 8, lines 19- 21. 26 supra 27 supra Scoreca...

AI summary Nova Scotia's approved annual DSM energy savings (1.2% of generation) lag behind the national average (2%), leading to missed cost savings from the IRP. The Board's approved levels are declining, denying Nova Scotians opportunities for long-term savings.

prove the customer experience, increase accessibility of programs for underserved markets, remove barriers to participation, and achieve deeper[2](#page-83-0) 23 savings 24 from non-lighting measures. 2 Deeper energy savings is defined as...

AI summary The document outlines EfficiencyOne's Preferred Plan for 2020-2022, aiming to improve customer experience, increase program accessibility for underserved markets, and achieve deeper energy savings through non-lighting measures. The plan includes DSM targets, performance metrics, and a DSM Supply Agreement under the Public Utilities Act.

6.3.2 Codes & Standards In 2020-2022, EfficiencyOne will continue to work with government colleagues to promote and advance the development of evidence-based and meaningful changes to energy efficiency related codes and standards in collab...

AI summary EfficiencyOne plans to collaborate with provincial and federal governments, stakeholders, and the Canadian Standards Association to advance energy efficiency codes and standards. They will support strategic electrification, demand response, and DSM through technical and policy assistance, while participating in relevant committees and task forces.

8. REPORTING EfficiencyOne proposes to report on the implementation of the 2020-2022 DSM Resource Plan through Quarterly Reports and Annual Progress Reports (APR) and other reporting requirements as outlined in the Standardized Filing Fram...

AI summary EfficiencyOne proposes to report on the implementation of the 2020-2022 DSM Resource Plan through Quarterly Reports, Annual Progress Reports (APR), and other requirements under the Standardized Filing Framework.

Annual Progress Reports In the first quarter of each calendar year, EfficiencyOne will file an APR with the NSUARB, which will include the following information: - a summary of the context, activities and milestones achieved in the prior y...

AI summary EfficiencyOne must submit Annual Progress Reports (APR) to NSUARB annually, detailing prior-year activities, discrepancies, expenditures, and energy savings. If results fall below 75% of targets, a Corrective Action Plan is required. The Standardized Filing Framework for DSM Supply Agreements was approved by NSUARB (M07543).

Audited Financial Statements EfficiencyOne will retain the services of an external financial auditor to prepare audited annual financial statements. These will be filed with the NSUARB in the second quarter of the following year, no later...

AI summary EfficiencyOne will retain an external financial auditor to prepare audited annual financial statements, which will be filed with the NSUARB by April 28, following the Revised Filing Dates letter issued January 9, 2018.

12 Q: Can you discuss whether the lighting transition is dependent on changes in standards? A: The potential for changing standards is a clear indicator of the increasing prevalence of efficient lighting. However, just as this testimony is...

AI summary The lighting transition is influenced by regulatory standards, but the DOE's decision not to implement a 2017 standard (which would have required LED performance criteria) may hinder progress. This highlights the dependency of lighting transitions on evolving standards.

9 markets? - 10 A: Yes. Even when markets are considered transformed, and saturated, there are often remaining - 11 opportunities to have positive impacts. Code compliance is a common example where, although energy - 12 efficient measures...

AI summary Even in transformed or saturated markets, opportunities exist for impact, such as through code compliance. Maryland's DOE study on residential construction shows improved energy efficiency, costs, and emissions. The study aims to document practices and quantify savings potential.

5 Benchmarking References - 6 2019-2021 Conservation & Load Management Plan. Connecticut's Energy Efficiency and - 7 Demand Management Plan. November 1, 2018. - 8 Baltimore Gas and Electric (BGE) 2018-2020 EmPOWER MD Program Filing. Septem...

AI summary The section lists benchmarking references including energy efficiency and demand management plans from Connecticut, Baltimore Gas and Electric (BGE), Commonwealth Edison, Massachusetts, National Grid (Rhode Island), and Public Service Company of Colorado, spanning 2017–2021. These references highlight regulatory filings and initiatives related to conservation, load management, and system reliability.

SELECTEDPUBLICATIONS - Accelerating the Pace to Fossil-Free New Construction . Glenn Reed, Richard Faesy, and Jamie Howland. 2018 ACEEE Summer Study on Energy Efficiency in Buildings, Pacific Grove, California, August 2018 - Residential Li...

AI summary The selected publications focus on energy efficiency in buildings, including topics like residential lighting, building code compliance, and industry engagement. Key authors include Glenn Reed and others, with contributions presented at the ACEEE Summer Study and IEPEC conferences.

7. PROTECTION OF PROPERTY - 7.1 EfficiencyOne shall take all commercially reasonable steps to protect the property of NSPI's customers and other third parties from damage which may occur as the result of the performance of the EECA. - 7.2...

AI summary EfficiencyOne is required to protect the property of NSPI's customers and third parties during EECA implementation. They must reimburse and indemnify NSPI for damages caused by their actions, excluding cases where NSPI's negligence is the cause.

11. CONFIDENTIAL AND PERSONAL INFORMATION - 9 11.1 The Parties have executed or agree to execute the confidentiality agreement attached hereto as Schedule "D" - Confidentiality (" Confidentiality Agreement "). - 11.2 EfficiencyOne shall be...

AI summary The section outlines confidentiality obligations under Schedule D, requiring EfficiencyOne to secure NSPI's personal information and indemnify NSPI against liabilities from misuse or unauthorized disclosure, including contraventions of CASL.

12. PERFORMANCE REQUIREMENTS AND EVALUATIONS 12.1 EfficiencyOne's performance under the terms of this Agreement shall be measured in accordance with the performance requirements established by the UARB pursuant to Section 79M of the Act as...

AI summary EfficiencyOne's performance under the agreement is evaluated based on the UARB's performance requirements outlined in Schedule 'C' and Section 79M of the Public Utilities Act (PUA).

15. LIMIT OF LIABILITY - 15.1 Neither Party shall be liable to the other Party for any Consequential Losses with respect to the performance or non-performance under this Agreement or for any actions undertaken in connection with or related...

AI summary The section outlines liability limits for EfficiencyOne and NSPI under the agreement. Neither party is liable for consequential losses. EfficiencyOne's liability is capped at $2 million, excluding indemnification, wilful misconduct, or refund obligations. NSPI's liability is similarly capped at $2 million, excluding wilful misconduct or Contract Price payments.

16. INSURANCE - 16.1 EfficiencyOne shall obtain, maintain and pay for, during the entire Term of this Agreement, the following minimum insurance coverage as follows, such insurance as it relates to this Agreement shall be in a form and fro...

AI summary Section 16 outlines insurance requirements for EfficiencyOne under its agreement with NSPI, mandating specific coverage types (general liability, environmental impairment, automobile liability, property, professional liability, and workers' compensation) with defined limits and conditions. NSPI retains the right to procure insurance if EfficiencyOne fails to comply, and EfficiencyOne must provide annual proof of coverage.

18. LIENS AND CLAIMS 18.1 EfficiencyOne shall indemnify and hold harmless NSPI, NSPI's parent and their subsidiaries and affiliates (collectively the " Lien Indemnitees " or singularly " Lien - Indemnitee ") and defend each of them from an...

AI summary EfficiencyOne must indemnify and defend NSPI and its affiliates against liens or claims arising from subcontractors' work on EECA projects. EfficiencyOne must promptly discharge such liens, with NSPI retaining the right to offset costs if EfficiencyOne fails to act. NSPI's liability is capped at amounts payable to EfficiencyOne. The Builders' Lien Act of Nova Scotia is referenced as a legal framework.

20. DEFAULT AND TERMINATION - 20.1 This Agreement may be terminated immediately by either Party, in whole or in part, upon the happening of one or more of the following events: - (a) EfficiencyOne's Franchise is terminated and the Agreemen...

AI summary The section outlines termination conditions for an agreement, allowing either party to terminate if EfficiencyOne's franchise is terminated or the UARB approves. Termination does not entitle parties to compensation. It also details notification procedures, including addresses and methods for sending notices, with specific rules for delivery timing.

23. ASSIGNMENT 23.1 Neither Party shall assign all or any portion of this Agreement without the prior written approval of the UARB and/or the Minister as the situation requires.

AI summary The agreement prohibits either party from assigning any portion without prior written approval from the UARB and/or the Minister.

25. COORDINATION MEETINGS AND REPORTS - 25.1 During the Term of this Agreement, EfficiencyOne shall prepare and deliver to the UARB and NSPI a quarterly report (the " Quarterly Report ") in a form acceptable to the UARB. - 25.2 EfficiencyO...

AI summary EfficiencyOne must submit quarterly and annual reports to UARB and NSPI, with the annual report detailing EECA progress, financials, and evaluations. Quarterly coordination meetings between NSPI and EfficiencyOne are required to ensure effective EECA planning and implementation.

26. GENERAL - 2 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. - 3 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respective 4 successors and permitted assigns...

AI summary Section 26 outlines contractual terms, including renewal conditions, independence of EfficiencyOne as a contractor, governing law (Nova Scotia/Canada), UARB approval requirements, and enforceability. The agreement is governed by Nova Scotia law, with UARB jurisdiction and approval needed for modifications.

27. SURVIVAL 27.1 Subject to the provisions of the Act, all provisions of this Agreement which by their express terms or nature are continuing shall survive the expiration or termination of this Agreement, including, without limitation, th...

AI summary Section 27 outlines that certain provisions of the agreement, including those related to the EECA Plan, confidentiality, indemnity, and intellectual property, will survive termination or expiration of the agreement, as mandated by the Act.

43 45 SCHEDULE C 2 3 CONFIDENTIALITY AND NONDISCLOSURE AGREEMENT 4 5 THIS CONFIDENTIALITY AGREEMENT made effective this 1st day of January, 2020 6 7 Between: 8 9 EfficiencyOne, hereinafter "EfficiencyOne" 10 Party of the First Part 11 12 A...

AI summary This confidentiality and non-disclosure agreement is between EfficiencyOne and Nova Scotia Power Incorporated (NSPI), effective January 1, 2020. It outlines the terms under which both parties will handle confidential information, in accordance with the Supply Agreement for Electricity Efficiency and Conservation Activities and relevant Nova Scotia legislation.

Permitted Disclosures - 7 6. The Recipient shall be permitted to disclose relevant aspects of the Confidential 8 Information to its employees and professional advisors to the extent that such 9 disclosure is reasonably necessary for the pe...

AI summary The permitted disclosures section outlines that recipients may share confidential information with employees and advisors under confidentiality agreements, requiring prior notification and signed undertakings. Disclosures mandated by law or regulatory bodies are allowed with prior notice to the disclosing party, who may seek protective orders. Recipients must remove commercially sensitive data when legally required.

DDSM

AI summary The document discusses Demand-Side Management (DDSM) in Nova Scotia, involving regulatory considerations, program evaluations, and stakeholder input. Key entities include Nova Scotia Power, the Nova Scotia Utility and Regulatory Board (NSUARB), and various efficiency programs. Topics focus on energy conservation, cost-benefit analysis, and compliance with regulatory frameworks.

DDSM

AI summary The document discusses Demand-Side Management (DDSM) in Nova Scotia, involving regulatory considerations, program evaluations, and stakeholder input. Key entities include Nova Scotia Power, the Nova Scotia Utility and Regulatory Board (NSUARB), and various efficiency programs. Topics focus on energy conservation, cost-benefit analysis, and compliance with regulatory frameworks.

. The key themes that Nova Scotians want followed for the electricity system are:  accountability;  market competition;  stable power rates in an accountable and transparent electricity system; and  support for innovation, but not at a...

AI summary Nova Scotians prioritize accountability, market competition, stable power rates, and innovation in the electricity system. Provincial legislation mandates 40% renewable electricity by 2020 and reduced greenhouse gas emissions. Nova Scotia has a winter peaking load profile, and projects like the Maritime Link are vital for managing variable loads and promoting renewable energy.

NON-CONFIDENTIAL 1 Regulatory Affairs 2 Regulatory Affairs activities enable EfficiencyOne to meet its regulatory requirements and 3 provide a fair and transparent process for stakeholders and Nova Scotians to offer input 4 into DSM Resour...

AI summary EfficiencyOne's Regulatory Affairs activities during 2016-2018 included stakeholder engagement, NSUARB approvals, development of standardized filings, and participation in regulatory processes. Activities also involved incentive methodology studies, locational DSM reports, and the filing of evaluation and financial reports.

and 2018 Evaluation Reports; 24 • developing and filing Quarterly and Annual NSUARB reports; 25 • filing EfficiencyOne’s 2016, 2017, and 2018 Audited Financial Statements and Internal 26 Audits reports and response to the NSUARB’s Informat...

AI summary The document outlines various reporting and compliance activities undertaken by EfficiencyOne in relation to the NSUARB, including the submission of financial statements, audit reports, and responses to information requests. It also mentions coordination with evaluation and verification consultants.

NS Power IR-28 Attachment 1 Page 70 of 80 3/15/2019 Canada Gazette, Part 2, Volume 152, Number 22: Regulations Amending the Energy Efficiency Regulations, 2016 Submitting information The Amendment would introduce new import reporting requi...

AI summary The amendment to the Energy Efficiency Regulations introduces new import reporting requirements for some energy-using products, increasing administrative burden for 22,189 businesses, while reducing it for 37,795 stakeholders by removing reporting requirements for other products. No stakeholder comments were received on these impacts.

that units should be tested and meet the MEPS in the configuration that results in the highest losses. This clarification is aligned with the energy efficiency regulations of the provinces and the United States. Natural Resources Canada al...

AI summary The document discusses updates to energy efficiency regulations, including clarifications on MEPS for units with high losses and alignment with U.S. standards. It also addresses industry requests to exclude certain power supplies and adjust the manufacturing period to align with Ontario.

(h) type of automatic water temperature adjustment device product has, if any. 4 Commercial gas boilers 10 C.F.R. Appendix A (a) type of central heating system for which product is intended; manufactured on or after (b) maximum heat input...

AI summary The text outlines amendments to the Energy Efficiency Regulations, 2016, specifically concerning the definition and classification of oil-fired boilers, including requirements for thermal efficiency and input rate.

manufacturers that are expected to assume incremental costs have been engaged in consultations, but have not raised any compliance issues associated with the size of their respective companies. Table 4: Small business lens summary http://g...

AI summary The text discusses the impact of regulatory amendments on small businesses, noting that 869 businesses are affected over 10 years. It outlines administrative costs and mentions that stakeholders were consulted since 2016, with the amendment evolving based on feedback.

• • 1 engaging with regulatory stakeholders, the DSM Advisory Group and 2 consultants, as appropriate, on topics including: 3 the development of EfficiencyOne's 2019 DSM Resource Plan, and the 4 associated regulatory process; 5 the develop...

AI summary The document outlines various activities related to the regulatory process, including engagement with stakeholders, development of DSM Resource Plans, implementation of incentive methodologies, and participation in regulatory processes such as the AMI Application. It also mentions the filing of reports and financial statements, as well as coordination with consultants for evaluation and verification.

Recommendations International experience and the Evaluator's own experience suggest that evaluating the energy impact of regulations or policies is usually more difficult than calculating the impacts of DSM programs that have lists of part...

AI summary The Evaluator recommends removing houses, small buildings, and incandescent lamps from the scope of the 2019 C&S evaluation due to negligible energy impact and existing reporting. The focus should shift to more recent lighting regulations and large buildings under the 2015 NECB.

to change in the guidelines? Why? [ Probe for sampling approach number of site visits, site selection process, frequency/pacing of site visits—and data collection and reporting requirements. ] [ALL] - Q22. [IF NEEDED FOR EXAMPLE, IF [Q13=]...

AI summary The text outlines questions from a regulatory proceeding regarding QA site visit guidelines, focusing on decision-making processes for site visit frequency, selection criteria, data collection/reporting requirements, and procedures for updating practices. It probes into methodologies, stakeholder involvement, and motivations for changes.

Vision Statement To be a world leader in developing truthful measurement and useful results; to support development of efficient, ethical, and effective practices, sustained economically; to advance human development. To improve the qualit...

AI summary The Vision Statement outlines goals to lead in truthful measurement and impactful results, promote efficient and ethical practices, advance human development, and enhance quality of life amid climate change. It emphasizes sustainability, economic viability, and climate resilience as core priorities.

3. Evaluation The Evaluation step produces independent results assessment for the full portfolio of programs in a yearly formal evaluation report. Evaluation also should feed timely 9 Page & lt;sup>5 For an early article on this point, see...

AI summary The Evaluation step involves producing annual independent assessments of program portfolios, including measurements, surveys, and analyses. It provides ongoing feedback to the Implementation step for mid-year adjustments and develops program baselines and results. Special studies may also be conducted to support evaluations.

1. Independent Evaluation The primary standard in Demand Side Management evaluation is that evaluation must be conducted by an independent evaluator to guarantee the integrity of reported savings and prevent conflict of interest. There has...

AI summary The text emphasizes the necessity of independent evaluators in Demand-Side Management (DSM) to ensure savings integrity and avoid conflicts of interest. It notes historical separation between program implementers and evaluators, regulatory requirements for external evaluations by 1992, and cites the Econoler evaluation as compliant with these standards.

12.Codes and Standards Energy savings and demand reduction impacts of Codes and Standards are evaluated by Econoler but are accounted outside the DSM Administrator's DSM portfolio. Savings from Codes and Standards do not overlap with savin...

AI summary Econoler evaluates energy savings from Codes and Standards outside Efficiency Nova Scotia's DSM portfolio. Federal regulations like Canada's Energy Efficiency Regulations and Nova Scotia's MEPS for street lights drive efficiency. The 2018 evaluation used secondary data from NRCan, AHAM Canada, and others. Econoler recommends excluding houses/small buildings and incandescent lamps from 2019 evaluations due to negligible impact and outdated baselines.

12 Q. Under what legislation was the 2019 DSM Resource Plan developed? A. EfficiencyOne developed the 2019 DSM Resource Plan for the supply of electricity and conservation activities to NS Power, in accordance with the Electricity Plan Imp...

AI summary EfficiencyOne developed the 2019 DSM Resource Plan for NS Power under the Electricity Plan Implementation (2015) Act and the Public Utilities Act, citing specific statutory sections.

Figure 8. Percentage Changes in State EE Spending, Without Outliers, EfficiencyOne Bin Highlighted [Figure 6](#page-72-0) contains all 196 observations, including two extreme outliers. From 2014-2015, Louisiana increased its electric effic...

AI summary The analysis removes outliers (Louisiana and Delaware) in EE spending data to better interpret trends. Approving EfficiencyOne's 2019-2020 proposal would place Nova Scotia among a small group of jurisdictions with significant DSM spending increases (20-25%), contrasting with most others that have lower increases or reductions.

5 Q. Why is the Preferred Plan too aggressive in pursuing long-term benefits? 6 A. Simply put, the level of targeted savings in the Preferred Plan is significantly higher than in previous years. The average first-year energy savings approv...

AI summary The Preferred Plan's proposed energy savings (140.6 GWh) and capacity savings (38.7 MW) represent 7.4% and 84% increases over past averages, respectively. The respondent argues these steep increases are concerning without technical analysis to support their feasibility.

19 DSM Plan are available, that is, the pilot programs test out and extrapolation risk is addressed. Until then the additional peak demand reduction DSM programs should not be authorized by the Board.

AI summary The DSM Plan's pilot programs are being evaluated to address extrapolation risks. Until these risks are mitigated through testing, the Board has stated that additional peak demand reduction programs should not be authorized.

TRANSACTION SUPPORT Advised Eversource and United Illuminating Holdings on the economic and financial criteria to incorporate in a long term PPA with Dominion Energy's Millstone nuclear plant to retain carbon free energy. Advised ISO-NE on...

AI summary The document outlines advisory and representation services in energy transactions, including PPA restructuring, acquisitions, mergers, and regulatory compliance. Key clients include Con Edison, Eversource, ISO-NE, and Dominion Energy, with focus areas on renewable energy, storage assets, and ratepayer savings.

New Hampshire Department of Public Utilities - Public Service Company of New Hampshire (Newington CUO) - Enron Energy Services

AI summary The New Hampshire Department of Public Utilities lists Public Service Company of New Hampshire (PSNH) and Enron Energy Services as entities involved. No further details on proceedings, arguments, or cross-references are provided in the text.

Régie De L'Énergie du Québec L'Association des Industries Forestières du Québec (Industry Restructuring)

AI summary The Quebec Energy Board is involved in a proceeding related to the restructuring of the Quebec Forest Industry Association. The document highlights the association's role in industry restructuring under the regulatory oversight of the Quebec Energy Board.

INDUSTRY PRESENTATIONS & PUBLICATIONS Law Seminars International Conference; Transmission and Clean Energy in the Northeast "Offshore Energy Policy Issues, Where Are We Headed, How & When?," March 2019 "Renewable Initiatives in the Greater...

AI summary The document lists industry presentations and publications from 2014 to 2019, covering topics like renewable energy, infrastructure, natural gas, system reliability, and gas-electric coordination. Key entities include conferences, energy associations, and regulatory bodies such as PJM, IEEE, and NEPOOL.

Federal Energy Regulatory Commission ISO-NE Exelon Mystic 8&9 Docket Nos. ER18-1509-000, ER19-1639-000 Gas Harmonization Quadrant New York City Generators (New York Independent System Operator) Docket No. ER11-2224-000 Southwest Gas Co. (E...

AI summary A list of Federal Energy Regulatory Commission (FERC) docket numbers and associated entities involved in energy regulation, including ISO-NE, Con Edison, El Paso Natural Gas, and various pipeline companies. Cases cover gas harmonization, electricity generation, and pipeline projects across multiple regions.

1 OBJECTIVE AND BACKGROUND Efficiency Nova Scotia (ENS) delivers the HomeWarming service to Nova Scotians that primarily use non-electric heating. Since HomeWarming is only offered to low income Nova Scotians, it is considered "dedicated"...

AI summary Efficiency Nova Scotia (ENS) provides HomeWarming, a dedicated low-income program for non-electric heating. Incidental participation in other ENS programs is estimated using available data, with results included in reports for informational purposes only, as ENS lacks regulated performance targets for low-income services.

NON-CONFIDENTIAL - 1 If the Nova Scotia Utility and Review Board (NSUARB) approved a level of energy savings and - 2 investment that differs from EfficiencyOne's Preferred Plan or Alternate Scenario, - 3 EfficiencyOne would be required to...

AI summary If the Nova Scotia Utility and Review Board (NSUARB) approves energy savings and investment levels differing from EfficiencyOne's (E1) Preferred Plan, E1 must file a Compliance Filing. Sector impacts would be considered. E1 references their response to NSUARB-Pronko IR-06, with Ecology Action Centre (EAC) involvement noted.

5. NOTIFICATION OF SIGNIFICANT CHANGES 5.1 EfficiencyOne shall provide notice of Significant Changes to NSPI at the same time as EfficiencyOne makes application to the UARB for the approval of the Significant Changes. Subject to the terms...

AI summary EfficiencyOne must notify NSPI of Significant Changes to the EECA Plan when applying to the UARB for approval. NSPI may submit written comments to the UARB on such changes, subject to the Act and UARB's discretion.

14. INDEMNITY - 14.1 EfficiencyOne shall assume all risk of loss, damage or injury, including death, to person or property, caused by its directors, officers, employees, Subcontractors, agents or representatives, and agrees not to make or...

AI summary Section 14 outlines mutual indemnity obligations between EfficiencyOne and NSPI. EfficiencyOne assumes liability for third-party claims except those caused by NSPI's negligence, while NSPI indemnifies EfficiencyOne for breaches except those caused by EfficiencyOne's negligence. Both parties agree to defend and compensate each other for legal costs, with specific provisions for intellectual property infringement claims.

15. LIMIT OF LIABILITY 15.1 Neither Party shall be liable to the other Party for any Consequential Losses with respect to the performance or non-performance under this Agreement or for any actions undertaken in connection with or related t...

AI summary Section 15 limits NSPI's liability to EfficiencyOne to $2 million, excluding wilful misconduct and Contract Price obligations. EfficiencyOne must indemnify NSPI for third-party claims, wilful misconduct, and refund obligations. The clause defines NSPI's liability cap and exclusions.

16. INSURANCE - 16.1 EfficiencyOne shall obtain, maintain and pay for, during the entire Term of this Agreement, the following minimum insurance coverage as follows, such insurance as it relates to this Agreement shall be in a form and fro...

AI summary The document outlines insurance requirements for EfficiencyOne under an agreement with NSPI, including general liability, environmental impairment, automobile liability, property insurance, professional liability, and workers' compensation. NSPI may enforce insurance compliance, recover costs if EfficiencyOne fails, and requires annual proof of insurance. EfficiencyOne must maintain coverage limits and reinstate limits if eroded by other claims.

18. LIENS AND CLAIMS - 18.1 EfficiencyOne shall indemnify and hold harmless NSPI, NSPI's parent and their subsidiaries and affiliates (collectively the " Lien Indemnitees " or singularly " Lien Indemnitee ") and defend each of them from an...

AI summary EfficiencyOne must indemnify NSPI and its affiliates against liens or claims from subcontractors related to EECA activities. NSPI may offset costs if EfficiencyOne fails to discharge liens promptly, and EfficiencyOne may contest claims with a bond. The Builders' Lien Act of Nova Scotia is referenced as a legal framework.

22. AUDIT AND INSPECTION - 22.1 EfficiencyOne shall, during the Term and for a period of thirty-six (36) months thereafter, keep accurate records of all EECA supplied to NSPI, as necessary to determine that the EECA was provided in accorda...

AI summary EfficiencyOne must maintain records of EECA for 36 months post-term. NSPI can request UARB access to these records and inspect EECA, with EfficiencyOne facilitating inspections and providing safe facilities.

25. COORDINATION MEETINGS AND REPORTS - 25.1 During the Term of this Agreement, EfficiencyOne shall prepare and deliver to the UARB and NSPI a quarterly report (the " Quarterly Report ") in a form acceptable to the UARB. - 25.2 EfficiencyO...

AI summary EfficiencyOne must submit quarterly and annual reports to UARB and NSPI detailing EECA progress, financials, and discrepancies. Quarterly coordination meetings between NSPI and EfficiencyOne are required. Reporting must comply with the 2015 Consensus Agreement and UARB Decision M06733.

Permitted Scope of Use 2. The Recipient may use the Confidential Information solely for the purposes of providing or receiving EECA, as the case may be, in accordance with the Legislation and the Supply Agreement and for no other reason or...

AI summary The Recipient is restricted to using Confidential Information solely for EECA activities under the Supply Agreement and applicable Legislation, with no other permitted uses.

Permitted Disclosures - 6. The Recipient shall be permitted to disclose relevant aspects of the Confidential Information to its employees and professional advisors to the extent that such disclosure is reasonably necessary for the performa...

AI summary The Recipient may disclose confidential information to employees and advisors with proper undertakings, notifying the Disclosing Party and ensuring compliance. Non-disclosure obligations do not apply if disclosure is legally required, but the Recipient must notify the Disclosing Party, seek protective orders, and remove commercially sensitive information when possible.

Return of Information 10. On the earlier of either thirty (30) days following the termination of the Supply Agreement or at the written request of the Disclosing Party (and unless superceded by another form of writing), the Recipient shall...

AI summary The document outlines obligations for the Recipient to return or destroy Confidential Information within 30 days of the Supply Agreement's termination or upon the Disclosing Party's request, with exceptions for retaining one legal file copy. Written confirmation of compliance must be provided if requested.

Limited Rights 12. The Recipient agrees that no rights are granted to Recipient other than the limited rights to use the Confidential Information on the terms of this Agreement. For certainty, no license is granted under this Agreement (di...

AI summary The Recipient is granted only limited rights to use Confidential Information under the Agreement, with explicit clarification that no licenses for intellectual property rights (patents, copyrights, etc.) are granted, either directly or indirectly, under any current or future claims.

Governing Law 14. This Agreement is governed and shall be construed in accordance with the laws of the Province of Nova Scotia.

AI summary The agreement is governed by the laws of the Province of Nova Scotia. This clause establishes the jurisdictional framework for interpreting and enforcing the agreement's terms within Nova Scotia's legal system.

NON-CONFIDENTIAL 1 Request IR-02: 2 3 Would E1 agree that changes in both the level and timing of avoided costs could have a 4 material impact on forecasted benefit levels? 5 6 Response IR-02: 7 8 Yes, although EfficiencyOne and Navigant d...

AI summary The document addresses a request about the impact of avoided cost changes on benefit forecasts. EfficiencyOne confirms that sensitivity analyses on avoided costs were not performed, citing consistency with past DSM planning practices since 2008 and noting such analysis is not industry standard for short-term planning.

Comments In its presentation, E1 claims that energy efficiency costs less than NS Power's lowest fuel cost. As a lower cost—if not the lowest cost—resource, energy efficiency should continue to be the "first fuel" in resource planning. Ene...

AI summary E1 argues energy efficiency is cheaper than NSP's fuel costs and should be prioritized in resource planning. Current DSM plans underperform compared to 2014 IRP targets, with savings 10-20% lower. The Board's 2015 decision (M06733) emphasized aligning DSM with past IRP levels. E1's 2020-2022 plan exceeds 2019 spending, while NSPI claims the Board's alternative plan requirement implies lower DSM efforts. The Electricity Plan Implementation Act allows higher 2020-2022 spending.

Recommendations and Requests Based on the foregoing, we make the following recommendations and requests for the 2020-2022 DSM Plan: - The Preferred Plan should be designed to attain the levels of savings in the 2014 IRP preferred resource...

AI summary The text recommends aligning the 2020-2022 DSM Plan with the 2014 IRP's savings targets, opposing lower savings in alternate plans, and requesting data on end-use shifts and demand-saving strategies. It emphasizes transparency in explaining cost and implementation methods for demand-side management.

NON-CONFIDENTIAL Within the NSUARB approved Performance Targets which are cumulative for the three- year plan period, EfficiencyOne is able to make limited changes to the approved Plan through the mid-course adjustment process as accepted...

AI summary EfficiencyOne may adjust its DSM plan under NSUARB-approved performance targets through mid-course adjustments (MCAs), requiring explanations for changes exceeding 25% variance and advance notice in Annual Progress Reports (APRs). MCAs for the 2020-2022 plan must be filed in Q1. EfficiencyOne argues it cannot provide advance notice for adjustments based on third-party evaluation reports, as they occur immediately upon report receipt.

4. Conclusion Navigant used the EERAM model to estimate the Nova Scotia long‐term (2015‐2040) electrical energy efficiency potential. The results for Technical and Economic Potential are provided for context and include both savings from D...

AI summary Navigant's EERAM model estimates Nova Scotia's long-term (2015-2040) energy efficiency potential, distinguishing between technical, economic, and achievable scenarios. Results support energy efficiency strategies, provincial goals, and utility Integrated Resource Planning (IRP), with robustness against baseline uncertainties. Achievable Potential scenarios include residential, commercial, and industrial sector savings under varying incentive levels.

uction. Net‐to‐gross (NTG) Ratio : a factor representing net program savings divided by gross program savings that is applied to gross program impacts to convert them into net program load impacts Portfolio: either a collection of similar...

AI summary The glossary defines key terms related to energy efficiency programs, including Net-to-Gross (NTG) Ratio, Program Potential, Retrofit, and others, which are essential for evaluating program impacts, design, and implementation strategies in regulatory proceedings.

NON-CONFIDENTIAL Request IR-26: - Refer to NSP Evidence, p. 24 at lines 12-14 and 23-24, and FN 26: Did E1 engage NSP in - the development of the Alternative Plan, as required in the UARB decision in M06733? - Please describe and document...

AI summary EfficiencyOne (E1) engaged Nova Scotia Power (NSP) starting in 2018 to develop the Alternative Plan, sharing both the Preferred Plan and Alternate Scenario. Engagement included meetings, a DSMAG session, modeling discussions with Navigant, and a 2019 DSM Resource Plan conference. NSP requested more emphasis on Demand Reduction initiatives during these discussions.

2020-2022 DSM IG IR-05 Attachment 1 Page 14 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) 1 nearly a century of service for some hydro assets has necessitated the need for significant 2 redevelopment work. The Mersey Hydro System is a...

AI summary NS Power is preparing a Mersey Redevelopment Project Application for the NSUARB due to the aging Mersey Hydro System, which contributes 25% of annual hydroelectric production.

2020-2022 DSM IG IR-05 Attachment 1 Page 30 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED)

AI summary This document is part of a Nova Scotia regulatory proceeding related to Demand Side Management (DSM) and energy planning. It references key entities such as NSUARB, NSPI, and NSPSO, along with programs like RES and IRP. The text is redacted, with confidential information removed.

20 7.3 Capacity Contribution of Renewable Resources in Nova Scotia 21

AI summary Section 7.3 of the Nova Scotia regulatory proceeding discusses the capacity contribution of renewable resources, focusing on their role in meeting energy demands and regulatory frameworks. Key entities include Nova Scotia Power Inc. and the Nova Scotia Utility and Review Board.

2020-2022 DSM IG IR-05 Attachment 1 Page 49 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) 1 NS Power performs an assessment of operational resource adequacy covering an 18- 2 month period twice a year (in April and October proceeding...

AI summary NS Power conducts biannual operational resource adequacy assessments covering 18 months, aligning with NERC standards and NPCC working groups. Reports are published on the NSPSO's OASIS site, with a figure illustrating the most recent 18-month load and capacity assessment.

2020-2022 DSM IG IR-05 Attachment 1 Page 51 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) 1 The 138 kV transmission system is approximately 1871 km in length and is comprised of 21 which contingency testing has demonstrated no signifi...

AI summary The document outlines the 138 kV transmission system in Nova Scotia, noting its length and the use of the NS Exception Procedure alongside NERC BES definitions. It references a 2017 Board Order approving these procedures and highlights compliance with NERC standards for NS BES elements.

1 8.4 Transmission Project Approval 2 3 The transmission plan presented in this document provides a summary of the planned 4 reinforcement of the NS Power transmission system. The proposed investments are 5 required to maintain system reli...

AI summary NS Power outlines a transmission plan requiring upgrades to ensure system reliability and compliance with standards. Projects may change based on studies, load forecasts, or regulatory decisions. The Maine and Atlantic Technical Planning Committee (MATPC) coordinates regional transmission planning involving multiple utilities and regulators.

2020-2022 DSM IG IR-05 Attachment 1 Page 66 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) 1 Compliance work for newly identified BES elements shall be completed within five years 2 from the date of this Order. 3 4 10.3 Western Valley...

AI summary The document outlines compliance requirements for BES elements within five years and details a 2017 study on Western Valley Transmission System upgrades. Issues include aging 69kV lines, clearance violations, and thermal capacity challenges due to new generation resources like wind and COMFIT. The study highlights infrastructure aging and changing transmission flows.

Availability of Financing Programs and Products Cash-flow-based financing solutions are defined as low-cost and long-term (15 years or longer) financing options that allow customers to match their annual payments with the solar PV energy b...

AI summary The document discusses cash-flow-based financing solutions for solar PV systems in Nova Scotia, emphasizing Third-Party Ownership (TPO) models like leases and PPAs, as well as PACE/LIC financing. It highlights that shorter repayment terms (10 years) hinder adoption, while longer-term options (20+ years) could accelerate residential solar uptake. Market trends show declining TPO usage in the U.S. due to competition and shorter paybacks.

IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of Supply Agreement for Electricity Efficiency and Conservation Activities bet...

AI summary EfficiencyOne (E1) seeks approval from the Nova Scotia Utility and Review Board for a supply agreement with Nova Scotia Power Inc. (NS Power) to implement electricity efficiency and conservation activities, along with approval of a 2020-2022 Demand Side Management (DSM) Resource Plan. The proceeding involves establishing a final agreement between the parties.

NOTICE OF PUBLIC HEARING EfficiencyOne (E1) has made Application to the Nova Scotia Utility and Review Board for Approval of Supply Agreement for Electricity Efficiency and Conservation Activities between E1 and Nova Scotia Power Inc. (NS...

AI summary EfficiencyOne (E1) seeks approval from the Nova Scotia Utility and Review Board for a supply agreement with Nova Scotia Power Inc. (NS Power), a final agreement, and a 2020-2022 Demand Side Management (DSM) Resource Plan. A public hearing will occur from June 10-14, 2019, with participation options outlined.

IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities b...

AI summary EfficiencyOne (E1) applied for approval of a supply agreement with Nova Scotia Power Inc. (NS Power) and a 2020-2022 Demand Side Management (DSM) Resource Plan. The Nova Scotia Utility and Review Board approved a consensus agreement and settlement. Key parties included E1, NS Power, and various stakeholders like the Consumer Advocate and Affordable Energy Coalition.

2.0 BACKGROUND [11] Board approval is required under s. 79L of the PUA of any agreement for the supply of electricity efficiency and conservation activities. A mutually finalized agreement is contemplated in the PUA ; however, provision is...

AI summary E1 applied for Board approval of a DSM plan, including a Preferred Plan with $43M annual spending and energy savings, and an Alternate Scenario. NS Power opposed, arguing the plan's cost is too high, rate impacts are significant, and it doesn't align with the 2014 IRP. The Board previously directed E1 to provide alternate scenarios.

3.6 HST Refund [50] Efficiency Nova Scotia (ENS) settled its appeal of the Minister of National Revenue's decision to deny certain HST credits relating to the operation of ENS for the period May 2010 through January 2015. The refund of the...

AI summary Efficiency Nova Scotia (ENS) received an HST refund of $15 million, which the Consensus Agreement proposes to return to NS Power via FAM. SBA and Industrial Group support this, while AEC and EAC oppose, arguing funds should be reinvested into DSM. The Board ruled in favor of returning funds through FAM, complying with the 2014 Act.

not be restricted. Clauses 4, 5 and 6 of Appendix A of the Settlement Agreement deal with this issue and are contrary to NS Power's request. This was further elaborated upon in HGL's Reply Submission: ... As Heritage Gas had specifically r...

AI summary The text discusses a conflict between NS Power's request and the Settlement Agreement's clauses, with HGL arguing that the clauses prevent unintended effects from the Custom Incentive Program. The Board agrees with HGL's position.

APPENDIX A M09096 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...

AI summary This document outlines an application by EfficiencyOne (E1) for approval of a supply agreement with Nova Scotia Power Inc. (NSP) for electricity efficiency activities, along with the establishment of a 2020-2022 Demand Side Management (DSM) Resource Plan. The proceeding falls under the Public Utilities Act (PUA) and is referenced as Matter M09096.

APPENDIX B MG9G98 M THE SHATTER OF: THE PUBLIC UTILITIES ACT and- IN THE SHATTER OF: &n application by EffideiicyOne forApproval ofa Supply Agreement for Electricity Efficiency and Conservation Activities between EfficlencyOne and Nova Sco...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. (NSP) for electricity efficiency activities and the 2020-2022 Demand Side Management (DSM) Resource Plan. The application involves establishing a final agreement and regulatory approval under the Public Utilities Act (PUA).

SETTLEMENT AGREEMENT WHEREAS EffidencyOne ("El") Is the Franchise Holder In accordance with the Public UtilitiesAM; AND WHEREAS EldeneyGrie has filed an application with the Nova Scotia Utility and Review Board, in accordance with the prov...

AI summary The Settlement Agreement between EfficiencyOne (E1) and Heritage Gas Limited (HG) addresses issues raised by HG in the proceeding regarding the 2020-2022 DSM Resource Plan and Supply Agreement with NS Power. Both parties agree to settle certain matters, reserving the right to amend positions based on further evidence.

IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities b...

AI summary EfficiencyOne (E1) applied for approval of a supply agreement with Nova Scotia Power Inc. (NS Power) and a 2020-2022 Demand Side Management (DSM) Resource Plan. The Nova Scotia Utility and Review Board previously issued a decision (2019 NSUARB 105) and received a compliance filing. Intervenors included consumer advocates, industry groups, and Indigenous organizations.

CONSENSUS AGREEMENT WHEREAS EfficiencyOne ("E1") is the Franchise Holder in accordance with the Public Utilities Act ; AND WHEREAS EfficiencyOne has filed an application with the Nova Scotia Utility and Review Board, in accordance with the...

AI summary EfficiencyOne (E1) and Nova Scotia Power Inc. (NS Power) have reached a Consensus Agreement regarding the approval of a Supply Agreement and the 2020-2022 Demand Side Management (DSM) Resource Plan. The agreement is subject to the Public Utilities Act and the oversight of the Nova Scotia Utility and Review Board (NSUARB). The Parties reserve the right to amend their positions based on further evidence.

SETTLEMENT AGREEMENT WHEREAS EfficiencyOne ("El") Is the Franchise Holder in accordance with the Public Utilities Act; AND WHEREAS EfficiencyOne has filed an application with file Nova Scotia Utility and Review Board, in accordance with th...

AI summary A Settlement Agreement between EfficiencyOne (E1) and Nova Scotia Power Inc. (NS Power) regarding the approval of a Supply Agreement and 2020-22 DSM Resource Plan. Heritage Gas Limited is an intervenor, and the agreement addresses issues raised by Heritage Gas. The Public Utilities Act is referenced as the legal basis.

Nova Scotia Utility and Review Board Mailing address PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 [[email protected]](mailto:[email protected]) Office 3rd Floor, 1601 LowerWater Street Halifax, Nova Scotia B3J 3P6 1 855 442-4448...

AI summary Nova Scotia Power Inc. and EfficiencyOne seek approval to amend their 2020-2022 DSM Supply Agreement. NS Power cites financial uncertainty due to the ongoing COVID-19 pandemic, though future impacts remain unknown. The Board panel includes Peter W. Gurnham, Roberta J. Clarke, and Steven M. Murphy.

Form A - Information Requests M09096 Nova Scotia Utility and Review Board In the Matter of: The Public Utilities Act - and - In the Matter of: An Application by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of...

AI summary The Nova Scotia Utility and Review Board is handling an application by EfficiencyOne (E1) for approval of a supply agreement with Nova Scotia Power Inc. (NS Power) for electricity efficiency and conservation activities. The proceeding involves establishing a final agreement and approving a 2020-2022 Demand Side Management (DSM) Resource Plan. Ecology Action Centre has submitted information requests to NS Power.

sidered a Designated Recipient. - 4. As a condition precedent to receiving Designated Confidential Information, the Designated Recipients shall sign the undertaking to which this schedule is attached.

AI summary The text outlines conditions for receiving Designated Confidential Information, requiring Designated Recipients to sign an attached undertaking as a prerequisite. No specific claims, entities, or cross-references are explicitly mentioned in the provided excerpt.

M09096 - DSM 2020-2022 Resource Plan and Supply Agreement The Board panel assigned to this matter, Peter W. Gurnham, Q.C., Chair, Roberta J. Clarke, Q.C., Member and Steven M. Murphy, MBA, P.Eng., Member, has reviewed NS Power's Confidenti...

AI summary The Board approves NS Power's Confidentiality Undertaking and print exemption request for the DSM 2020-2022 Resource Plan and Supply Agreement, reserving the right to request hard copies if necessary.

James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-72 June 6, 2019 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs Offi...

AI summary EfficiencyOne and Nova Scotia Power (NS Power) have reached agreement on the 2020–2022 Demand Side Management (DSM) Resource Plan and Supply Agreement. The Consensus Agreement, signed by EfficiencyOne, NS Power, and other stakeholders, is submitted to the Nova Scotia Utility & Review Board. A Settlement Agreement with Heritage Gas Limited is also included.

Issue 1 - Evaluation Report of 2018 DSM Programs The Parties confirm no opposition to the Evaluation Report of 2018 DSM programs (Econoler);

AI summary The parties confirm no opposition to the 2018 DSM program evaluation report by Econoler, indicating agreement with its findings and methodology. NSP's 2018 DSM programs are under review for compliance with regulatory standards.

Issue 11 – Agreed form of Supply Agreement EfficiencyOne and NS Power will finalize the Supply Agreement in accordance with the energy savings and investment levels approved by the Board. EfficiencyOne intends to file the Supply Agreement...

AI summary EfficiencyOne and NS Power will finalize a Supply Agreement based on Board-approved energy savings and investment levels. EfficiencyOne will file the agreement with its compliance filing for an approved DSM Plan.

SETTLEMENT AGREEMENT WITH HERITAGE GAS The Settlement Agreement with Heritage Gas is intended to address the issue with respect to electricity incentives in the Custom New Construction program where natural gas is a viable alternative fuel...

AI summary The Settlement Agreement with Heritage Gas addresses electricity incentives in the Custom New Construction program where natural gas is a viable alternative fuel source. EfficiencyOne will not file rebuttal evidence due to the Consensus and Settlement Agreements submitted for Board approval.

IN THE MATTER OF EfficiencyOne (E1) application for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne and Nova Scotia Power Inc. (2020-2022) Closing Submission of the Assembly of No...

AI summary EfficiencyOne (E1) seeks approval for an electricity efficiency agreement with Nova Scotia Power Inc. (2020-2022). The Assembly of Nova Scotia Mi'kmaw Chiefs (ANSMC) and Kwilmu'kw Maw-klusuaqn Negotiation Office (KMKNO) submitted closing remarks emphasizing Mi'kmaw title claims over Nova Scotia lands, the duty to consult, and collaboration with E1 on culturally relevant energy programs.

4 Expensing DSM Funding - 5 NS Power raised the issue of expensing DSM funding through the FAM or some similar - 6 mechanism in the course of these proceedings. EfficiencyOne supports this approach in principle . - 7 Any approach to expens...

AI summary NS Power proposed expensing DSM funding through the FAM or similar mechanism, with EfficiencyOne supporting the approach in principle. NSUARB approval is required, and no additional regulatory burden on EfficiencyOne is expected.

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 Inc....

AI summary Heritage Gas Limited intervened in a proceeding concerning EfficiencyOne's Custom Incentive Program for electric heat pumps in multi-unit residential buildings, expressing concerns about potential negative impacts in natural gas-available areas. A Settlement Agreement was reached with EfficiencyOne to address these concerns, though the Small Business Advocate questioned the agreement during the oral hearing.

response to the SBA's cross examination that it was E1's position that other ratepayer parties would have the opportunity to provide input when the outcome of the study is brought back to the Board.2 For the reasons set out in this Submiss...

AI summary Heritage Gas submits the Board should approve the Settlement Agreement with E1, citing prior statements and referencing a transcript. E1 notes other ratepayer parties will have input when the study is presented to the Board.

IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of Supply Agreement for Electricity Efficiency and Conservation Activities bet...

AI summary EfficiencyOne (E1) seeks approval for a 2020-2022 Demand Side Management (DSM) plan with Nova Scotia Power Inc. (NS Power). Berwick Electric and the AREA group support consensus funding levels, citing endorsements from stakeholders. Concerns about the 2014 Integrated Resource Plan (IRP) reliability are noted, with a call for further research on demand response programs and inclusion of a First Nations representative in the DSM Advisory Group.

unding but rather will be conducted from 2019 levels, and Berwick / AREA Electric "would agree with this approach". Nova Scotia Power Inc. ("NS Power") noted at page 9 of its Closing Submission that: "NS Power is not a party to the Heritag...

AI summary Nova Scotia Power Inc. (NS Power) supports the Heritage Settlement but requests confirmation that the 2019 DSM Plan's Custom Incentive Program will continue without restrictions. It also seeks stakeholder participation in a study process and input on recommendations before implementation. The Settlement Agreement's Appendix A paragraphs 4-6 address these issues.

t which NS Power does not oppose approval of, specifically provides at paragraphs 4, 5 and 6 of Appendix "A" of the Settlement Agreement after laying out the study time frames noted above, as follows: - "4. During the period of the Study,...

AI summary NS Power does not oppose approval of the Settlement Agreement terms, which include restrictions on E1's financial incentives during the study period, limitations on soliciting new participants, and exemptions for existing commitments under the Custom Incentive Program.

Closing Submission at page 2, E1 confirmed during cross-examination that other ratepayer parties would have the opportunity to provide input when the outcome of the study is brought back to the Board. The terms of the Settlement Agreement...

AI summary The document discusses a study on E1's Custom Incentive Program for electric heat pumps in multi-unit residential buildings, mandated by a Settlement Agreement. Heritage Gas raised concerns addressed through the study, with a timeline for completion by September 30, 2019. The Small Business Advocate suggested involving the DSMAG for feedback, though the Settlement Agreement excludes third-party participation in the study process.

ral gas is available, and provide recommendations based on best practices in light of the potential for the unanticipated consequences that could arise from such programs as noted in the ICF evidence. Accordingly, Heritage Gas submits that...

AI summary Heritage Gas requests the Board to approve a Settlement Agreement with E1, citing best practices and the need for ratepayer input. The submission references potential unanticipated consequences from programs, as noted in ICF evidence, and emphasizes the importance of stakeholder involvement in the approval process.

Consensus Agreement The majority of the Closing Submissions express no opposition to the NSUARB approving the Consensus Agreement reached between NS Power and E1 on June 4, 2019. The CA observes that the Consensus Agreement represents a fa...

AI summary The Consensus Agreement between NS Power and E1 is supported by most intervenors, including the SBA and AEC, though EAC opposes it. The agreement addresses DSM Plan funding and is deemed favorable by the CA, with NS Power requesting NSUARB approval. Stakeholders highlight its balanced approach and alignment with customer interests.

Budget for Industrial Group Customer Classes The IG noted differences between the information provided by NS Power in response to Undertaking U-2and information provided by E1 for the budget levels for the Medium and Large Industrial custo...

AI summary The Industrial Group (IG) identified discrepancies between NS Power's information and E1's data on budget levels for Medium and Large Industrial customer classes. NS Power is reviewing the data and will collaborate with E1 to address the issues in the Compliance Filing.

IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities b...

AI summary EfficiencyOne (E1) applied to the Nova Scotia Utility and Review Board for approval of a supply agreement with Nova Scotia Power Inc. (NS Power) and a 2020-2022 Demand Side Management (DSM) Resource Plan. The Board approved the Consensus and Settlement Agreements.

2.2 Terms of Settlement Agreement [18] HGL intervened in the proceeding and had a specific issue with ETs application. HGL objected to E1 's proposal to offer incentives underthe Custom Incentive Program for new construction multi-unit res...

AI summary HGL intervened and objected to E1's proposal for incentives promoting electric heat pumps in multi-unit residential buildings where natural gas is available. A settlement agreement was reached, leading to a collaborative review and E1 refraining from soliciting new program participants during that period.

3.3 Allocation of Program Costs [37] The Industrial Group noted that, in response to Undertaking U-2, NS Power provided tables showing the allocation of program costs by year to each of the customer classes. While the total annual spending...

AI summary The Industrial Group identified a discrepancy of over $800,000 in program cost allocations between NS Power and E1. NS Power agreed to address the issue with E1 in a compliance filing, as directed.

4.0 THE SETTLEMENT AGREEMENT - [60] Under its proposed 2020-2022 DSM Plan, E1 has offered incentives for new construction multi-unit residential buildings ("MURBs") under the Custom Incentives Program. HGL raised concerns about these propo...

AI summary E1 and HGL agreed to a Settlement Agreement addressing concerns over DSM incentives for electric heat pumps in MURBs where natural gas is available. The agreement includes a joint study with specific timelines and funding from the 2019 DSM budget. NS Power opposed clauses restricting the Custom Incentives Program, which the Settlement Agreement contradicts.

eneral Rate Application subject to UARB approval. NS Power agrees to support adoption of this methodology in a manner that does not result in additional material regulatory burden being imposed on E1. - 6. The HST Refund, together with any...

AI summary NS Power and E1 agree on a rate application methodology under UARB approval. The HST Refund, totaling $15,277,651.23, will be returned to customers via FAM. DSMAG will revise terms of reference for DSM Plans, focusing on stakeholder engagement, avoided cost updates, and affordability criteria. If consensus isn't reached by June 30, 2020, UARB will determine the terms.

APPENDIX B MG9G98 M THE SHATTER OF: THE PUBLIC UTILITIES ACT and- IN THE SHATTER OF: &n application by EffideiicyOne forApproval ofa Supply Agreement for Electricity Efficiency and Conservation Activities between EfficlencyOne and Nova Sco...

AI summary EfficiencyOne (E1) seeks approval for a supply agreement with Nova Scotia Power Inc. (NS Power) and the 2020-2022 Demand Side Management (DSM) Resource Plan under the Public Utilities Act (PUA). The proceeding involves establishing a final agreement and regulatory approval for DSM initiatives.

SETTLEMENT AGREEMENT WHEREAS EffidencyOne ("El") Is the Franchise Holder In accordance with the Public UtilitiesAM; AND WHEREAS EldeneyGrie has filed an application with the Nova Scotia Utility and Review Board, in accordance with the prov...

AI summary A settlement agreement is reached between EfficiencyOne (E1) and Heritage Gas Limited (HGL) regarding the approval of a Supply Agreement and DSM Resource Plan (2020-2022) by Nova Scotia Power Inc. (NS Power). The agreement resolves issues raised by HGL in the proceeding under the Public Utilities Act (PUA), with parties reserving rights to amend positions based on further evidence.

1. INTRODUCTION - On February 28, 2019, EfficiencyOne filed its Application for Approval of the 2020-2022 - Supply Agreement for Electricity Efficiency and Conservation Activities between - EfficiencyOne and Nova Scotia Power Inc., the est...

AI summary EfficiencyOne filed an application for a 2020-2022 DSM Resource Plan with Nova Scotia Power Inc., leading to a Consensus Agreement and Settlement Agreement with Heritage Gas Limited. The Consensus Agreement, opposed by one Intervenor, includes a $110M DSM budget, 367.8 GWh energy savings, and 98.3 MW peak demand savings. Key terms include withdrawing lifetime energy savings as a target and revising DSM Advisory Group terms.

Supply Agreement - EfficiencyOne was directed to complete the Supply Agreement in accordance with the - Decision of the Board. Subsequent to the decision of the Board, EfficiencyOne and NS Power - worked together in an effort to finalize t...

AI summary EfficiencyOne and NS Power are finalizing a Supply Agreement in accordance with the Board's decision, with an executed agreement expected to be filed soon as Appendix C of the Compliance Filing.

4. CONCLUSION - EfficiencyOne respectfully submits that this Compliance Filing, and the Supply Agreement - filed herewith, addressing the NSUARB's decision of August 2, 2019. EfficiencyOne - requests approval of this Compliance Filing and...

AI summary EfficiencyOne submits a Compliance Filing and Supply Agreement to the NSUARB, seeking approval in response to their August 2, 2019 decision. The filing addresses regulatory compliance and requests formal approval of the submitted documents.

Cost-Effectiveness To assess the cost-effectiveness of the 2020-2022 DSM Resource Plan, EfficiencyOne used two industry standard screening tests: the TRC test and the Program Administrator Cost (PAC) test. The TRC was used as the primary t...

AI summary EfficiencyOne assessed the 2020-2022 DSM Resource Plan using TRC and PAC tests. TRC was mandated by NSUARB decision [4] requiring a TRC of 1 or greater. PAC test results were shared as informational, excluding voluntary contributions. Results by sector are in Table 1. NSUARB Order M03669 from 2011 is cited regarding DSM Plan approval.

Target Market The target market includes all Nova Scotia business, non-profit and institutional facilities, including multi-unit residential buildings.

AI summary The target market encompasses all business, non-profit, institutional, and multi-unit residential facilities in Nova Scotia. This definition outlines the scope of entities included in regulatory proceedings related to energy management and utility services.

8. REPORTING EfficiencyOne proposes to report on the implementation of the 2020-2022 DSM Resource Plan through Quarterly Reports and Annual Progress Reports (APR) and other reporting requirements as outlined in the Standardized Filing Fram...

AI summary EfficiencyOne proposes to report on the implementation of the 2020-2022 DSM Resource Plan through Quarterly Reports and Annual Progress Reports (APR) and other reporting requirements as outlined in the Standardized Filing Framework.

Audited Financial Statements EfficiencyOne will retain the services of an external financial auditor to prepare audited annual financial statements. These will be filed with the NSUARB in the second quarter of the following year, no later...

AI summary EfficiencyOne will engage an external auditor to prepare audited annual financial statements, to be filed with the NSUARB by April 28, following the NSUARB's Revised Filing Dates letter dated January 9, 2018.

Rate and Bill Impact Analyses EfficiencyOne will file its historical Rate and Bill Impact Analysis (RBIA) by October 31st of each year. The historical RBIA estimates the high-level, long-term impact to rates and bills of all DSM activities...

AI summary EfficiencyOne is required to file annual historical and forward-looking Rate and Bill Impact Analyses (RBIA) to assess the long-term rate and bill impacts of Demand Side Management (DSM) activities. Historical RBIA covers past DSM activities and NSUARB-approved investments, while forward-looking RBIA is part of each DSM Resource Plan. Filing deadlines are October 31st annually.

Performance Metrics EfficiencyOne proposes the following definitions and requirements for Performance Targets and Thresholds as consistent with requirements outlined in the Standardized Filing Framework. [17](#page-98-3)

AI summary EfficiencyOne proposes definitions and requirements for Performance Targets and Thresholds aligned with the Standardized Filing Framework. The text references a footnote citation but does not explicitly mention regulatory matters or board orders.

Cost-Effectiveness To assess the cost-effectiveness of the 2020-2022 Preferred PlanDSM Resource Plan, EfficiencyOne used two industry standard screening tests: the TRC test and the Program Administrator Cost (PAC) test. The TRC was used as...

AI summary EfficiencyOne assessed the 2020-2022 DSM Resource Plan using TRC and PAC tests. TRC was mandated by NSUARB decision [5] requiring a TRC of 1 or greater. PAC test results, excluding voluntary contributions, were presented as supplementary cost-effectiveness analysis. Table 1 details sector-specific cost outcomes.

4 Residential Efficient Product Rebates: Program Description

AI summary The document outlines the Residential Efficient Product Rebates program, part of Nova Scotia's energy efficiency initiatives. It details rebate structures, eligibility criteria, and administrative processes under the oversight of the Nova Scotia Utility and Review Board (NSUARB). The program aims to reduce energy consumption through incentives for residential efficient products.

4.3.64.2.6 Implementation Strategy

AI summary The section outlines the implementation strategy for demand-side management and related programs under Nova Scotia regulatory oversight, involving entities like NSUARB and ENS, with focus on cost allocation, evaluation, and compliance with regulatory tests.

5.3.2 Enhancements in 2020-2022

AI summary The section outlines enhancements implemented between 2020-2022, focusing on regulatory updates and energy management initiatives in Nova Scotia. Key acronyms related to energy programs, cost tests, and regulatory bodies are defined for context.

Impact Evaluations Annual impact evaluations will provide EfficiencyOne, stakeholders, and the NSUARB with up-to-date impacts on net electrical energy and net system-peak demand savings as progress indicators towards the overall approved 2...

AI summary Annual impact evaluations by EfficiencyOne and NSUARB track progress toward DSM Resource Plan targets. Full evaluations are required for new or changed programs, while stable programs use condensed reports. Process evaluations follow past DSM criteria, focusing on newly created, changed, or underperforming components.

8. REPORTING EfficiencyOne proposes to report on the implementation of the 2020-2022 DSM Resource Plan through Quarterly Reports and Annual Progress Reports (APR) and other reporting requirements as outlined in the Standardized Filing Fram...

AI summary EfficiencyOne plans to report on the 2020-2022 DSM Resource Plan implementation through Quarterly Reports and Annual Progress Reports (APR), adhering to the Standardized Filing Framework's requirements.

Annual Progress Reports - In the first quarter of each calendar year, EfficiencyOne will file an APR with the NSUARB, which will include the following information: - a summary of the context, activities and milestones achieved in the prior...

AI summary EfficiencyOne must file Annual Progress Reports (APR) with the NSUARB, detailing prior-year activities, discrepancies, and program performance. Corrective Action Plans are required if results fall below 75% of forecasts. The NSUARB approved a Standardized Filing Framework for DSM Supply Agreements (M07543) under the 2016-2018 DSM Resource Plan Consensus Agreement.

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

AI summary The text outlines proposed changes to the 3-year plan budget and savings targets for the Residential and BNI sectors, as well as the requirement for EfficiencyOne to submit quarterly reports to the NSUARB. It also describes the process for making mid-course adjustments to the DSM Resource Plan.

Audited Financial Statements EfficiencyOne will retain the services of an external financial auditor to prepare audited annual financial statements. These will be filed with the NSUARB in the second quarter of the following year, no later...

AI summary EfficiencyOne will retain an external financial auditor to prepare audited annual financial statements, which will be filed with the NSUARB by April 28, following the Revised Filing Dates letter from January 9, 2018.

Rate and Bill Impact Analyses EfficiencyOne will file its historical Rate and Bill Impact Analysis (RBIA) by October 31st of each year. The historical RBIA estimates the high-level, long-term impact to rates and bills of all DSM activities...

AI summary EfficiencyOne must file historical and forward-looking Rate and Bill Impact Analyses (RBIA) annually and as part of DSM Resource Plans, respectively. The historical RBIA covers past and approved future DSM activities, while the forward-looking RBIA assesses proposed DSM plans' long-term rate and bill impacts, subject to NSUARB approval.

Performance Metrics EfficiencyOne proposes the following definitions and requirements for Performance Targets and Thresholds as consistent with requirements outlined in the Standardized Filing Framework. [18](#page-205-2)

AI summary EfficiencyOne proposes definitions and requirements for Performance Targets and Thresholds aligned with the Standardized Filing Framework, as outlined in the text with a footnote reference.

ither EfficiencyOne or NSPI. " Parties " means EfficiencyOne and NSPI. (v) " Personal Information " shall mean the information provided by NSPI to EfficiencyOne pursuant to Section 79K of the Act.

AI summary The text defines 'Parties' as EfficiencyOne and NSPI, with 'Personal Information' referring to data shared by NSPI with EfficiencyOne under Section 79K of the Act. This establishes the legal framework for information exchange between the two entities in the regulatory proceeding.

6. SAFETY - 6.1 EfficiencyOne shall at all times be responsible for safety and loss management in the supply or performance of the EECA. - 6.2 EfficiencyOne shall ensure that all employees, Subcontractors, agents and representatives of Eff...

AI summary EfficiencyOne is mandated to manage safety and loss management in the EECA program. It must ensure compliance with all federal, provincial, and municipal health, safety, and environmental regulations, as well as internal rules established by EfficiencyOne.

11. CONFIDENTIAL AND PERSONAL INFORMATION - 11.1 The Parties have executed or agree to execute the confidentiality agreement attached hereto as Schedule "D" - Confidentiality (" Confidentiality Agreement "). - 11.2 EfficiencyOne shall be r...

AI summary The Parties agree to a confidentiality agreement (Schedule D) requiring EfficiencyOne to secure NSPI's personal information and indemnify NSPI against liabilities from misuse or unauthorized disclosure, including CASL violations. EfficiencyOne bears full responsibility for data security and potential legal consequences.

12. PERFORMANCE REQUIREMENTS AND EVALUATIONS 12.1 EfficiencyOne's performance under the terms of this Agreement shall be measured in accordance with the performance requirements established by the UARB pursuant to Section 79M of the Act as...

AI summary EfficiencyOne's performance under the Agreement is evaluated by the UARB based on Schedule C and Section 79M of the Act.

15. LIMIT OF LIABILITY - 15.1 Neither Party shall be liable to the other Party for any Consequential Losses with respect to the performance or non-performance under this Agreement or for any actions undertaken in connection with or related...

AI summary The clause limits liability between parties, stating neither is liable for consequential losses related to the agreement. EfficiencyOne's total liability to NSPI is capped, with specific exclusions for performance or non-performance under the agreement.

18. LIENS AND CLAIMS 18.1 EfficiencyOne shall indemnify and hold harmless NSPI, NSPI's parent and their subsidiaries and affiliates (collectively the " Lien Indemnitees " or singularly " Lien Indemnitee ") and defend each of them from and...

AI summary EfficiencyOne must indemnify NSPI against liens or claims arising from subcontractors or third parties related to EECA projects. NSPI may offset costs if EfficiencyOne fails to discharge liens promptly. EfficiencyOne may contest liens by providing a satisfactory bond. NSPI's liability is capped at amounts payable to EfficiencyOne.

22. AUDIT AND INSPECTION - 22.1 EfficiencyOne shall, during the Term and for a period of thirty-six (36) months thereafter, keep accurate records of all EECA supplied to NSPI, as necessary to determine that the EECA was provided in accorda...

AI summary EfficiencyOne must maintain records of EECA supplied to NSPI for 36 months post-term. NSPI may request UARB access to these records and inspect EECA operations, with EfficiencyOne required to facilitate inspections. This outlines audit and inspection obligations under the agreement.

25. COORDINATION MEETINGS AND REPORTS - 25.1 During the Term of this Agreement, EfficiencyOne shall prepare and deliver to the UARB and NSPI a quarterly report (the " Quarterly Report ") in a form acceptable to the UARB. - 25.2 EfficiencyO...

AI summary EfficiencyOne is required to submit quarterly and annual reports to the UARB and NSPI, detailing EECA progress, financials, and evaluations. Coordination meetings between EfficiencyOne, NSPI, and UARB are mandated quarterly to ensure effective EECA implementation.

26. GENERAL - 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. - 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respective successors and permitted assigns of the...

AI summary The agreement outlines renewal conditions under the Act, governance by Nova Scotia and Canadian laws, jurisdiction in the Supreme Court of Nova Scotia, and EfficiencyOne's role as an independent contractor. It emphasizes enforceability, UARB approval for modifications, and the agreement's enforceability despite unenforceable provisions.

Permitted Scope of Use 2. The Recipient may use the Confidential Information solely for the purposes of providing or receiving EECA, as the case may be, in accordance with the Legislation and the Supply Agreement and for no other reason or...

AI summary The Recipient is restricted to using Confidential Information solely for EECA purposes, adhering to the Legislation and Supply Agreement. This limitation ensures compliance with regulatory frameworks governing information usage in Nova Scotia's energy sector.

Limited Rights 12. The Recipient agrees that no rights are granted to Recipient other than the limited rights to use the Confidential Information on the terms of this Agreement. For certainty, no license is granted under this Agreement (di...

AI summary The Recipient is granted only limited rights to use Confidential Information under the Agreement, with explicit clarification that no licenses or rights under patents, copyrights, or other intellectual property are conferred. The agreement strictly confines usage to the terms outlined.

Governing Law 14. This Agreement is governed and shall be construed in accordance with the laws of the Province of Nova Scotia.

AI summary The agreement is governed by the laws of the Province of Nova Scotia, establishing jurisdictional authority for legal interpretation and enforcement within the regulatory proceeding.

James R. Gogan Direct Dial: (902) 563-5920 E-M ail: [[email protected]](mailto:[email protected]) File No. 41736 August 27, 2019 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Dor...

AI summary EfficiencyOne submits compliance filings for its 2020-2022 DSM Resource Plan, including appendices and a supply agreement with Nova Scotia Power Incorporated. The filing, led by James R. Gogan of The Breton Law Group, confirms six paper copies will be submitted to the Nova Scotia Utility & Review Board.

IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities b...

AI summary EfficiencyOne (E1) seeks approval for a supply agreement with Nova Scotia Power Inc. (NS Power) and a 2020-2022 Demand Side Management (DSM) Resource Plan. The Nova Scotia Utility and Review Board previously issued a decision (2019 NSUARB 105) on August 2, 2019, following a public hearing. Intervenors include consumer advocates, environmental groups, and industry representatives. E1 submitted a compliance filing on August 27, 2019, with no comments received.

James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-72 October 15, 2019 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power (NS Power) and the establishment of a final agreement, along with approval of a 2020–2022 Demand Side Management (DSM) Plan. The application is submitted to the Nova Scotia Utility & Review Board.

Multi Unit Residential Buildings Study Report In the course of the proceedings in this matter, EfficiencyOne and Heritage Gas entered into a Settlement Agreement, which was filed with the Board on June 6, 2019. In its decision dated August...

AI summary EfficiencyOne and Heritage Gas reached a Settlement Agreement approved by the Board in August 2019. The Board incorporated the agreement into an Order on September 16, 2019, requiring a study report on Multi-unit Residential Buildings by October 15, 2019.

3. Incentive Estimates for Projects that Include VRF Technology Marketing and communication activities related to VRF technology, including the provision of incentive estimates for projects that include VRF technology, will state that the...

AI summary EfficiencyOne asserts that revised incentive estimates for VRF technology projects, based on total energy savings rather than VRF alone, will not hinder meeting DSM targets. The proposal includes financial criteria for project feasibility, such as profitability and NPV ratios, and references collaboration with Heritage Gas. The Breton Law Group submits the study for Board approval, citing Dunsky Report acceptance.

About Dunsky Dunsky provides strategic analysis and counsel in the areas of energy efficiency, renewable energy and clean mobility. We support our clients – governments, utilities and others across North America – by assessing opportunitie...

AI summary Dunsky offers strategic analysis and counsel in energy efficiency, renewable energy, and clean mobility. They assist governments, utilities, and other clients in North America by evaluating opportunities, designing strategies, and assessing performance to advance the clean energy transition. The firm has over 30 experts dedicated to this work.

Objectives The study aims to provide best practices in program design and appropriate incentives to avoid the unintended effect of increasing electricity usage in new construction MURBs where natural gas is available. The central question...

AI summary The study focuses on designing programs and incentives to prevent increased electricity use in new Multi-Unit Residential Buildings (MURBs) where natural gas is available. It examines how developers choose heating systems with and without incentives, compares approaches in other jurisdictions, and evaluates capital and energy cost differences between VRF heat pump systems and natural gas systems.

David S. MacDougall Direct +1 (902) 444 8561 [email protected] 1969 Upper Water Street Suite 1300 Purdy's Wharf Tower II Halifax NS Canada B3J 2V1 Tel +1 (902) 425 6500 Fax +1 (902) 425 6350 Our File: 176017 October 15, 20...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power (NS Power) for electricity efficiency activities and a 2020–2022 Demand Side Management (DSM) Plan. Heritage Gas supports the application and recommends Board approval. The letter is dated October 15, 2019, and references matter M09096.

KPMG Approach and Work Plan To complete the study, KPMG will: - Obtain an understanding of the existing end-to-end DSM planning and implementation process at EfficiencyOne and document the current state by: - Conducting interviews with key...

AI summary KPMG will analyze EfficiencyOne's DSM planning processes through interviews, document reviews, and process walkthroughs. The study aims to assess current practices, identify improvements, and deliver a final report to NSUARB by March 31, 2020, detailing process flows, findings, and recommendations.

James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-72 October 31, 2019 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs...

AI summary EfficiencyOne is submitting terms of reference for a study on historic underspending and exceeding energy targets, as directed by the Board. The study aims to assess factors causing these trends and their current relevance, with a report due by March 2020. Stakeholders reviewed the terms before filing.

November 4, 2019 VIA EMAIL Ms. Doreen Friis Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor Halifax NS B3J 3S3 Dear Ms. Friis: M09096 - IN THE MATTER OF AN APPLICATION by EfficiencyO...

AI summary EfficiencyOne (E1) seeks approval for a supply agreement with Nova Scotia Power Inc. (NS Power) and a 2020-2022 Demand Side Management (DSM) Resource Plan. The Small Business Advocate has no concerns with the report's findings, noting the inclusion of natural gas in the comparison before VRF measures as a positive change.

James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-72 November 15, 2019 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power (NS Power) and a 2020–2022 Demand Side Management (DSM) Plan. The Board previously approved a Settlement Agreement between EfficiencyOne and Heritage Gas, requiring a study on Multi-unit Residential Buildings. Dunsky Energy Consulting's VRF Program Review report and stakeholder feedback, including the Small Business Advocate's support, were submitted.

40 1 (c) to Jts knowledge, there is no matter, thing or event, Including without limitation, 2 any litigation, proceeding, breach, default or financial circumstance that would 3 adversely affect Efficiencyone's ability to perform its oblig...

AI summary This section outlines the obligations and responsibilities of EfficiencyOne under the Agreement, including compliance with laws, obtaining necessary permits, ensuring proper performance of the EECA, and notifying the UARB and NSP of potential disruptions. It also allows EfficiencyOne to subcontract work without prior approval from NSP.

4 14. INDI:MNITY - 5 6 7 8 9 10 14.1 EfficiencyOne shall assume all risk of loss, damage or injury, including death, to person or property, caused by its directors, officers, employees, Subcontractors, agents or representatives, and agrees...

AI summary The section outlines mutual indemnification obligations between EfficiencyOne and NSPI. EfficiencyOne assumes liability for losses caused by its actions, except those due to NSPI's negligence. NSPI similarly indemnifies EfficiencyOne except for its own negligence. Both parties must cover legal costs and defend against third-party claims, including intellectual property infringement related to EECA.

40 15. LIMIT OF LIABI_LITY 41 15.1 Neither Party shall be liable to the other Party for any Consequential Losses with respect 42 to the performahce or non-performance under this Agreement or for any actions 43 undertaken in connection with...

AI summary The section establishes that neither party is liable for consequential losses arising from the agreement's performance or non-performance, including actions related to the agreement. This clause limits financial responsibility for indirect damages.

En 1 2 3 4 5 6 discontinue all EECA under this Agreement and will only finish such p01tions of the EECA as may be necessary to preserve and protect the EECA already in progress. Such termination does not relieve either Party from any of th...

AI summary The text discusses the termination of EECA under an agreement, specifying that only necessary portions will be completed to preserve existing work. It also outlines conditions for default under the agreement, including breach of terms, unauthorized assignment, and false representations.

1 2 3 4 5 6 7 8 g 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 25.3 26. 26.1 26.2 26.3 26.4 26.5 26.6 26.7 26.8 26.9 26.10 The Parties agree that ongoing coordination and regular communicatio...

AI summary The agreement between NSPI and EfficiencyOne emphasizes quarterly coordination for EECA planning, stipulates renewal based on the Act, defines governing laws (Nova Scotia/Canada), and submits disputes to Nova Scotia's Supreme Court. EfficiencyOne is an independent contractor, not an agent of NSPI, with no employee relationships.

27 Permitted Scope of Use 28 2. 29 30 The Recipient may use the Confidential Information solely for the purposes of providing or receiving EECA, as the case may be, in accordance with the Legislation and the Supply Agreement and for no oth...

AI summary The Recipient is restricted to using Confidential Information exclusively for EECA purposes, as governed by the Legislation and Supply Agreement, with no other permitted uses.

8. REPORTING 2 3 EfficiencyOne proposes to report on the implementation of the 2020-2022 DSM 4 Resource Plan through Quarterly Repo1ts and Annual Progress Rep01ts (APR) and 5 other reporting requirements as outlined in the Standardized Fil...

AI summary EfficiencyOne proposes reporting on the 2020-2022 DSM Resource Plan via Quarterly Reports, Annual Progress Reports (APR), and other requirements under the Standardized Filing Framework. The approach aligns with regulatory expectations for transparency in DSM program implementation.

7 8.1 Annual Progress Reports 8 - 9 In the first quarter of each calendar year, EfficiencyOne will file an APR with the I o NSUARB, which will include the following information: - a summary of the context, activities and tnHestones achieve...

AI summary EfficiencyOne must file Annual Progress Reports (APR) with the NSUARB, detailing prior-year performance, discrepancies, and energy savings. Corrective Action Plans are required if results fall below 75% of forecasts. The text references a Consensus Agreement and Standardized Filing Framework approved by NSUARB (M07543).

13 8,4 Audited Financial Statements 14 15 EfficiencyOne will retain the services of an extetnal financial auditor to prepare 16 audited annual financial statements. These will be filed with the NSUARB in the 17 second quatter of the follow...

AI summary EfficiencyOne will prepare audited annual financial statements, filed with the NSUARB by April 28 in the second quarter of the following year, adhering to the NSUARB's Revised Filing Dates letter from January 9, 2018.

20 8.5 Rate and Bill Impact Analyses 21 22 EfficiencyOne will file its historical Rate and Bill Impact Analysis (RBIA) by October 23 31" of each year. The historical RBIA estimates the high-level, long-term impact to 24 rates and bills of...

AI summary EfficiencyOne is required to submit annual historical and forward-looking Rate and Bill Impact Analyses (RBIA) to assess the long-term effects of Demand Side Management (DSM) activities on rates and bills, with forward-looking analyses tied to approved DSM Resource Plans and NSUARB approvals.

14 8.7 Performance Metdcs 15 16 EfficiencyOne proposes the following definitions and requirements for Performance 17 Targets and Thresholds as consistent with requirements outlined in the Standardized 18 Filing Framework. 17 19

AI summary EfficiencyOne proposes definitions and requirements for Performance Targets and Thresholds, aligning with the Standardized Filing Framework. This outlines expectations for metrics in regulatory proceedings related to energy efficiency programs.

March 26, 2020 [[email protected]](mailto:[email protected]) EfficiencyOne c/o James R. Gogan The Breton Law Group Suite 300, 292 Charlotte Street Sydney, NS B1P 1C7 Dear Mr. Gogan: M09096 – EfficiencyOne (E1) Application for App...

AI summary EfficiencyOne (E1) seeks approval for a supply agreement with Nova Scotia Power Inc. (NS Power), a final agreement, and a 2020–2022 Demand Side Management (DSM) Resource Plan. The Board grants an extension for the KPMG Report filing from March 31 to April 21, 2020.

EfficiencyOne Performance Alignment Study FILED April 21, 2020

AI summary Nova Scotia Power Inc. (NS Power) filed a study on April 21, 2020, to align EfficiencyOne's performance with regulatory requirements. The study evaluates program design, cost-effectiveness, and compliance with Nova Scotia's energy efficiency regulations, aiming to ensure initiatives meet efficiency targets and undergo proper evaluation.

3. SUMMARY OF KPMG'S FINDINGS - KPMG's key findings of their report indicate: - 1. No evidence of an upward bias in EfficiencyOne's estimate of resource costs; - 2. EfficiencyOne's resource cost development for DSM Resource Plans is well a...

AI summary KPMG's findings affirm no upward bias in EfficiencyOne's resource cost estimates, alignment with surveyed jurisdictions, and improved DSM Plan development. Recommendations include enhancing documentation linkage and reporting on market changes. The NSUARB Order M09096 from September 16, 2019, is referenced.

4.2 Enhancements to Current Reporting - EfficiencyOne agrees that including additional forecast information in current reporting may - provide the NSUARB and stakeholders with additional insight and greater understanding on how - DSM Plan...

AI summary EfficiencyOne proposes enhanced reporting for DSM Plans, including annual forecast information in quarterly and annual progress reports, to improve stakeholder understanding of implementation progress and variances. The proposal aims to help stakeholders address discrepancies promptly, starting with the 2020 Q3 and Annual Progress Reports.

5. CONCLUSION - Subject to any specific direction from the NSUARB, based upon the completed Performance - Alignment Study, EfficiencyOne proposes to undertake the following measures: - Continue with ongoing improvement of the DSM Planning...

AI summary EfficiencyOne proposes to enhance DSM Planning process documentation and provide improved annual forecast data to NSUARB starting Q3 2020, subject to NSUARB directions. The measures aim to ensure cost-effective use of ratepayer funds and better transparency in progress reporting.

Overview of DSM Resource Planning As per the Public Utilities Act , Nova Scotia Power Inc. (NSPI) is required to undertake cost-effective electricity efficiency and conservation activities that are reasonably available in an effort to redu...

AI summary Nova Scotia Power Inc. (NSPI) must develop DSM Resource Plans under the Public Utilities Act to reduce costs via efficiency programs managed by EfficiencyOne. Plans are reviewed and approved by the NSUARB, with funding adjustments allowed during implementation. EfficiencyOne has shown decreasing underspend over time, though opportunities for improvement remain in estimation processes.

NSUARB Question 3: Whether the factors that led to the overestimation continue to be present in EfficiencyOne's current operating environment Many of the factors that led to the overestimation continue to be present in EfficiencyOne's curr...

AI summary Factors leading to past overestimations remain in EfficiencyOne's environment, categorized into operational, regulatory, and management-related factors. EfficiencyOne has improved its planning process, leveraging third-party experts, historical data, and a new NSUARB-approved Standardized Filing Framework to enhance cost estimation accuracy.

s report each year that provides a qualitative summary of the activity in each program component, as well as a comparison of spending and energy savings results against Plan and mid-course adjustment. While EfficiencyOne provides the progr...

AI summary The text highlights gaps in EfficiencyOne's reporting, which lacks detailed forecast data on energy savings and spending for multi-year plans. It suggests enhancements to provide the NSUARB with clearer insights into overestimation, trends, and re-forecasting, aligning actual results with plan targets.

2.1 Key terms and concepts Key terms and concepts discussed and referenced within the report include the following: - 2013 Potential Study Completed on behalf of EfficiencyOne by a third-party. The purpose of the study was "…to conduct a D...

AI summary The document defines key terms related to Nova Scotia's Demand Side Management (DSM) programs, including the 2013 Potential Study, Admin Cost, Balance Adjustment, Compliance Filing, and Continuation Plan. It outlines DSM's role in managing energy demand and the DSM Cost Recovery Rider (DCRR) mechanism for funding DSM activities. EfficiencyOne and Efficiency Nova Scotia Corporation (ENSC) are highlighted as key entities involved in DSM planning and implementation.

Implementation of DSM Resource Plans Within the Plan Application that is filed with the NSUARB, EfficiencyOne also includes language regarding the implementation of the Plan. The Plan is described in these filings not as an implementation...

AI summary EfficiencyOne's DSM Resource Plan is a planning tool, not an implementation plan, allowing adjustments based on market changes and evaluations. The NSUARB approves performance targets and funding, requiring advance notice for significant changes. Quarterly reports track progress and mid-course adjustments within approved energy savings and investment levels.

5.1 Response to NSUARB Question 3 To respond to this question, we considered the factors noted in Question 3 in the context of whether these factors continue to be present in EfficiencyOne's operating environment. We did note that beginnin...

AI summary EfficiencyOne responds to NSUARB's Question 3 by identifying ongoing factors contributing to overestimation in DSM planning, categorizing them into environmental, regulatory, and management-related factors. It highlights improved planning maturity, third-party expertise, historical data use, and the NSUARB-approved Standardized Filing Framework as mitigating factors.

measure level is a lengthy and costly process. Alternatively, EfficiencyOne identified it relied on historical information from 2013 on a program component level adjusting for future expectations for April 21, 2020 each of these programs a...

AI summary EfficiencyOne used historical data from 2013 adjusted for future expectations to estimate program costs, without conducting variance analysis on 2019 estimates. This approach may increase the risk of overestimation due to reliance on higher-level estimates rather than detailed measure-level data.

− Efficiency Vermont : The Vermont Energy Investment Corporation (VEIC) runs Efficiency Vermont's DSM programs. Efficiency Vermont develops and provides the regulator with three-year DSM Plans, which also includes six-year outlook and 20-y...

AI summary Efficiency Vermont, managed by the Vermont Energy Investment Corporation (VEIC), develops three-year Demand Side Management (DSM) plans using in-house modeling tools. The plans include six-year and 20-year outlooks, with flexibility in fund allocation across markets. Budget underspend or overspend triggers specific regulatory processes, including potential refunds or carry-forward. Performance targets influence financial incentives or penalties.

− Efficiency Maine Trust : Efficiency Maine Trust is the administrator for DSM programs in Maine. The Trust is a quasi-state agency governed by a Board of Trustees with oversight from the Maine Public Utilities Commission. Efficiency Maine...

AI summary Efficiency Maine Trust administers DSM programs in Maine, developing three-year plans with in-house modeling and third-party input. They have funding reallocation flexibility, no penalties for unmet targets, and provide annual regulatory reports. Changes require regulator approval, with specific budget carry-forward rules outlined.

7.1 2013-2015 DSM Resource Plan The 2013-2015 DSM Resource Plan was filed by ENSC on February 27, 2012. The NSUARB approved the first two years of the 2013-2015 DSM Resource Plan (i.e. 2013 and 2014). ENSC would be required to file a subse...

AI summary The 2013-2015 DSM Resource Plan was filed by ENSC in 2012, with NSUARB approving 2013-2014. The 2015 plan became irrelevant due to the Electricity Efficiency and Conservation Restructuring (2014) Act , which mandated investment levels. The transition to Efficiency Nova Scotia's franchise affected the 2015 plan's implementation, distinct from earlier ENSC-led plans.

7.1.1 Development of the Plan The 2013-2015 DSM Resource Plan was filed by ENSC on February 27, 2012. Per the Plan, "To aid in the preparation of the 2013-2015 DSM Plan, ENSC retained the advice and assistance of Navigant, Dunsky Energy Co...

AI summary The 2013-2015 DSM Resource Plan was filed by ENSC in 2012, using limited historical data and external consultants. Audited financial data were not finalized at filing. The DCRR was used for funding until replaced by the Efficiency Nova Scotia franchise in 2015.

2016-2018 Enabling Strategies – approach by EfficiencyOne The level of investment for the 2016-2018 Enabling Strategies was informed by the 2014 actual spending level. The Enabling Strategies costs are not part of the modelling process. Ef...

AI summary EfficiencyOne's 2016-2018 Enabling Strategies investment was based on 2014 spending levels, adjusted for new initiatives and DSM Resource Plan development costs. The NSUARB mandated 14%-18% annual reductions in Enabling Strategies while preserving energy savings targets. The 2016-2018 DSM Resource Plan Compliance Filing incorporated these reductions.

Overview of 2019 DSM Resource Plan The 2019 DSM Resource Plan was a Continuation Plan and was not modelled. As outlined in the 2019 DSM Resource Plan, EfficiencyOne developed the Plan based on the average annual budget in the NSUARB approv...

AI summary The 2019 DSM Resource Plan was a Continuation Plan not modelled, based on the average annual budget from the 2016-2018 NSUARB-approved plan and a 2019 investment cap of $34.05 million, as per the Electricity Plan Implementation (2015) Act .

James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-113 April 21, 2020 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs O...

AI summary EfficiencyOne submitted a Performance Alignment Study to the Nova Scotia Utility and Review Board, addressing historic budget underspending and energy savings targets. The study, conducted by KPMG, was filed after an approved extension to April 21, 2020, alongside a cover report. The Board had previously directed the study following its September 2019 order.

WHEREAS: - A. EfficiencyOne and NSPI (collectively "the Parties") entered into an agreement for the supply of cost-effective Electricity Efficiency and Conservation Activities made effective as of January 1, 2020(the "Agreement"); - B. The...

AI summary EfficiencyOne and NSPI amended their 2020 electricity efficiency agreement, replacing Schedule B. The amendment requires UARB approval and is governed by Nova Scotia and Canadian laws.

Review and Amendment of these Terms of Reference The DSMAG will review these Terms of Reference annually. Any proposed change to these Terms of Reference shall be provided in writing to the existing Members and be agreed upon in writing by...

AI summary The DSMAG reviewed and amended its Terms of Reference in 2021, with NS Power proposing a change regarding the Chair's responsibility for paper-process matters. EfficiencyOne accepted the amendment, and no objections were received. The revised Terms of Reference were filed with the NSUARB, accompanied by a redline document.

DSM Resource Plan Development and Application The DSMAG shall provide a forum for E1 to provide detail on its programs for the benefit of Members and the sectors they represent, and to engage Members in focused and collaborative discussion...

AI summary The DSMAG will facilitate E1's detailed presentation of DSM programs, engage Members in collaborative discussions, and establish a timely engagement process for future DSM plans. This process aims to ensure meaningful member participation before submitting a DSM Resource Plan application to the NSUARB.

Deliverables: To achieve this objective, the DSMAG shall: - Consider and discuss any emerging and/or key DSM issues; - Consider and discuss the respective responsibilities of E1 and NS Power in relation to future DSM applications generally...

AI summary The DSMAG is tasked with discussing DSM issues, responsibilities between E1 and NS Power, NSUARB orders, and DSM Plan variances. E1 maintains a SharePoint list for emerging issues and may organize technical sessions. Members must prepare for meetings with focused agendas.