Topic:"Regulatory Compliance" in M12780

EfficiencyOne 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 the 2027–2031 Demand-Side Management (DSM) Purchase Agreement between Effic...

AI summary EfficiencyOne seeks approval for a 2027–2031 Demand-Side Management (DSM) Purchase Agreement with Nova Scotia Power Inc., along with establishing a final agreement and approving a DSM Resource Plan 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 WITH THE NOVA SCOTIA ENERGY BOARD March 31, 2026

AI summary EfficiencyOne seeks to hold the Efficiency Nova Scotia franchise, filed with the Nova Scotia Energy Board on March 31, 2026. The application pertains to regulatory approval for managing demand-side management (DSM) programs in Nova Scotia.

TO: The Nova Scotia Energy BOARD ("Energy Board" "NSEB") - 1. EfficiencyOne ("E1") is the holder of the Franchise issued by the Minister of Energy, effective January 1, 2025, to provide demand-side management activities to Nova Scotia Powe...

AI summary EfficiencyOne (E1) seeks approval from the Nova Scotia Energy Board (NSEB) for a five-year Demand-Side Management (DSM) Purchase Agreement with Nova Scotia Power Inc. (NS Power) covering 2027–2031. The application includes a DSM Resource Plan and requests an interim order if a final decision is delayed. The current agreement extends through 2026, and E1 asserts the proposed terms are in the public interest.

1.2 APPROVAL OF PURCHASE AGREEMENT WITH NS POWER - E1 also requests the NSEB's approval of its Purchase Agreement with NS Power, together with the - associated Performance Targets, which is attached in redline form as Appendix "D" and in c...

AI summary E1 seeks NSEB approval for a Purchase Agreement with NS Power, including Performance Targets. The agreement's terms align with previously approved DSM Plans (2016–2018, 2019, 2020–2022, 2023–2025, 2026 Extension). Appendices D (redline) and E (clean) are provided.

2. REGULATORY AND POLICY CONTEXT - The following sections set out the regulatory and policy context for the 2027–2031 DSM Plan and explain - how E1 has responded to each requirement in developing this Application.

AI summary Section 2 outlines the regulatory and policy context for the 2027–2031 DSM Plan, explaining how E1 has addressed each requirement in developing its Application.

2.1 LEGISLATION AND POLICY

AI summary This section outlines the legislative and policy framework governing energy regulation in Nova Scotia, referencing key acronyms such as DSM, PUA, NSEB, NS Power, and E1. It sets the context for subsequent regulatory discussions.

2.1.1 PUBLIC UTILITIES ACT - This Application must comply with the requirements set out in the Public Utilities Act , R.S.N.S. 1989, c. - 380 (" PUA "). An overview of these obligations is set out below. Notably, since the last multi-year...

AI summary The document outlines obligations under the Public Utilities Act (PUA) for NS Power, including demand-side management (DSM) requirements. Legislative changes via Bill 228 (2022) and Bill 6 (2025) extended DSM mandates and plan terms. NS Power must enter DSM agreements with franchise holders, while the Minister of Energy oversees franchise granting for efficiency programs.

2.1.3 COMPLIANCE WITH STATUTORY REQUIREMENTS As set out in the regulatory overview in Section 2.1 above, this Application must satisfy the requirements of the PUA and the considerations in s. 6(2) of the ERBA . E1 respectfully submits that...

AI summary E1 argues that its 2027–2031 DSM Plan complies with the PUA and ERBA by meeting statutory requirements, including cost-effectiveness and portfolio-level PAC test compliance. The Plan is deemed 'cost-effective' and 'reasonably available' per NSEB interpretations, with support from prior NSUARB decisions.

1 2.2 BOARD DIRECTIVES - 2 As always, E1 remains committed to complying with all NSEB directives. The following subsections - 3 summarize the key directives from recent NSEB decisions that are relevant to this Application. E1's - 4 detaile...

AI summary E1 reaffirms its commitment to comply with NSEB directives. Key directives from recent NSEB decisions are outlined, with E1's detailed compliance response referenced in specific sections of the Evidence document.

7 2.2.1 2023–2025 DSM PLAN DECISION 8 The following directives from the 2023–2025 DSM Plan Decision are relevant to this Application: - (a) To provide detailed plans and processes for each of its research initiatives prior to proceeding wi...

AI summary The 2023–2025 DSM Plan Decision outlines four directives for E1, including detailed planning, collaboration with NS Power, cost-effectiveness justification, and payback information. E1 is complying with these directives as part of its response to the NSEB's approval of the DSM Plan.

2.2.1.1 COMPLIANCE WITH 2023–2025 PLAN DECISION In response to the directive to provide detailed plans and processes for each of its research initiatives prior to proceeding with significant expenditures, documented and fully discussed wit...

AI summary E1 developed an Innovation Framework for 2027–2031, complying with NSUARB directives on avoided cost calculations. They incorporated updated IRP data from NS Power and addressed climate change goals through DSMAG. The NSUARB directed updates to avoided costs, with DSMAG tasked to resolve climate integration for future DSM plans.

2.2.2.1 COMPLIANCE WITH 2025 BCA DECISION - E1 has designed the 2027–2031 DSM Plan in accordance with the directives set out in the 2025 BCA Test - Decision. The specific compliance responses are summarized below. - First, E1 has used the...

AI summary E1 has designed the 2027–2031 DSM Plan in compliance with the 2025 BCA Test Decision, using the PAC test with NS Power's WACC, excluding initiatives failing to reduce both GHG and costs, and including future research on strategic electrification. E1 also provided required data to NSEB, noted NS Power's lack of long-run emissions data, and confirmed Eastward Energy's DSMAG participation.

2.2.3 2026 DSM EXTENSION DECISION - In approving E1's 2026 DSM Plan Extension, the NSEB issued the following directives relevant to this - Application: [14](#page-23-0) - (a) To continue engagement with the DSMAG on the Standardized Filing...

AI summary The NSEB approved E1's 2026 DSM Plan Extension with directives to engage DSMAG, assess program concerns, and revise mid-course adjustment processes. E1 addressed these in the 2027–2031 DSM Plan. References include Matter M12282 and NSEB Decision M12249.

1 2.2.3.1 COMPLIANCE WITH 2026 DSM EXTENSION DECISION 2 As demonstrated in Section 2.2.3, E1 has satisfied each of the 2026 Extension directives. The key 3 compliance responses are summarized below. 5 First, E1 has continued to engage with...

AI summary E1 (EfficiencyOne) asserts compliance with the 2026 DSM Extension directives by engaging with the DSMAG on the Standardized Filing Framework, revising its 'balanced plan' approach, and aligning with the NSEB's Matter M12282 decision. Adjustments include shifting from fixed investment splits to data-driven low-income support allocations, ensuring alignment with balanced plan principles.

2.3 STANDARDIZED FILING FRAMEWORK - The Standardized Filing Framework was filed with the NSUARB (as it then was), as part of a Consensus - Agreement on 2016–2018 DSM Plan Application Deferred Matters[15](#page-27-1) and was accepted by the...

AI summary The Standardized Filing Framework (SFF) was established in 2016 by the NSUARB to ensure consistency in DSM Plan applications. Recent updates, driven by the NSEB and DSMAG, aim to align the SFF with regulatory requirements and stakeholder feedback. E1 seeks NSEB approval for revised framework recommendations, which will inform future DSM Plan applications, including the 2027–2031 Application.

3.2.1 THE ROLE OF THE IRP IN ESTABLISHING THE APPROPRIATE LEVEL OF DSM ENERGY SAVINGS One of the primary planning considerations for the development of the DSM Plan is NS Power's IRP. The IRP represents the most recent, comprehensive, and...

AI summary The IRP is central to the DSM Plan, providing a stakeholder-vetted assessment of optimal resource mix for Nova Scotia's electricity needs. NS Power's 2022 IRP incorporates updated policies like GHG targets and renewable goals, with DSM energy savings levels serving as a benchmark. Key themes include decarbonization, renewables, and electrification.

3.4 SOLAR-PV - E1 submits that customer sited solar-PV falls squarely within the statutory definition of demand-side - management under section 79A(b)(v), which includes DSM activities relating to "the delivery of a - reduction in the amou...

AI summary E1 argues customer-sited solar-PV qualifies as demand-side management (DSM) under the PUA, reducing NS Power's required supply. The program targets Mi'kmaw communities to address participation barriers, align with equity goals, and support reconciliation. The 2027–2031 DSM Plan includes 200 installations (0.9% of total DSM investment) focused on these communities, with future expansion contingent on cost-effectiveness and Energy Board approval.

As a result of these findings, E1 was unable to include Strategic Electrification as a resource in its 2027– 2031 DSM Plan. E1's exclusion of strategic electrification from the 2027–2031 DSM Plan as a resource is mandated by the statutory...

AI summary E1 excluded strategic electrification from its 2027–2031 DSM Plan due to statutory requirements under the PUA, which mandate both GHG emission reductions and electricity cost savings. The NSEB’s 2025 BCA Decision reinforced this conjunctive requirement. E1 plans future research to explore cost-effective inclusion of strategic electrification in DSM Plans.

1 Figure 2: 2027–2031 DSM Preferred Plan Average Annual Expenditures

AI summary The document presents Figure 2, which outlines the average annual expenditures for the 2027–2031 DSM Preferred Plan. It is part of a regulatory proceeding in Nova Scotia, focusing on demand-side management strategies and their financial implications. The figure is referenced in the context of energy policy and utility regulation, though specific data or analysis within the text is not provided.

mpared to the actual DSM expenditures by customer class noting that these variances could result in unexpected and significant impacts on customer classes where these costs have shifted by rate class. E1 wants to clarify that the issues as...

AI summary E1 seeks to address variances between projected and actual DSM expenditures by rate class, emphasizing that mid-course adjustments (MCAs) may influence spending. The NSUARB's 2015 decision allowed E1 to adjust sector-level DSM targets by up to 25%, requiring explanations for program-level changes exceeding 25%. The Industrial Group opposed E1's request for flexibility, while E1 claims improvements will mitigate impacts on customer classes.

8.2 MID-TERM CHECK-IN - Following the 2022 amendment to the PUA extending DSM Plans from three years to five years, DSMAG - members expressed concerns regarding performance risk and oversight over the longer plan term. In - response to sta...

AI summary Following the 2022 PUA amendment extending DSM plans to five years, DSMAG raised concerns about oversight. E1 proposes a mid-term check-in process to enhance transparency and stakeholder engagement without reopening the plan, aligning with the Legislature's intent to reduce regulatory proceedings. E1 maintains existing reporting mechanisms and NSEB oversight remain intact.

8.3 OTHER REPORTING PROCESSES E1 will submit six reports annually to the NSEB, including quarterly reports (Q1-Q3), an annual progress report, annual DSM program evaluation reports, and annual audited financial statements. Over the 2027– 2...

AI summary E1 must submit 30 DSM reports to NSEB over 2027–2031, including quarterly, annual progress, program evaluation, and audited financial reports. NSEB verifies savings and allows DSMAG input. E1 will follow NSEB-approved measurement and evaluation protocols, with further details in Appendix A.

4 9. ALTERNATE SCENARIO

AI summary The document introduces an 'Alternate Scenario' section within a Nova Scotia regulatory proceeding, though no specific content or analysis is provided in the given text. Key acronyms and entities related to energy regulation and utility management are referenced.

5 9.1 OVERVIEW - Pursuant to the NSUARB directive,[27](#page-73-4) 6 E1 is required to file one or more alternate scenarios (the "Alternate - 7 Scenario") in addition to its Preferred Plan filing. In the stakeholder engagement process prec...

AI summary E1 is required by the NSUARB to file an Alternate Scenario as part of its Preferred Plan, incorporating energy efficiency, demand response, solar-PV, and strategic electrification. Stakeholders emphasized addressing short-term affordability impacts, prompting E1 to provide a fully costed DSM scenario.

E1 submits that the Application satisfies both prongs of the mandatory approval test under section 79L(4) of the PUA . First, the Application satisfies all requirements of section 79I of the PUA : - (a) The Purchase Agreement is for a term...

AI summary E1 argues the Application meets both prongs of the mandatory approval test under section 79L(4) of the PUA. It satisfies section 79I requirements, including a five-year Purchase Agreement and a detailed DSM plan. The Preferred Plan is deemed beneficial due to cost-effective DSM with a 2.4 benefit-cost ratio and affordability measures during cost-of-living challenges.

7 2. PREVIOUS DSM PLAN RESULTS

AI summary The section reviews outcomes of past Demand Side Management (DSM) plans, focusing on energy efficiency, cost recovery mechanisms, and compliance with regulatory frameworks. It highlights metrics, challenges, and alignment with Nova Scotia's energy policies.

2.2 DISCUSSION OF 2023-2025 RESULTS E1's 2025 Annual Progress Report (APR), filed March 31, 2026, provides detailed discussion of 2025 results and cumulative progress toward the 2023–2026 DSM Plan performance targets. Results for 2023 and...

AI summary E1's 2025 Annual Progress Report (APR) details 2025 results and cumulative progress toward 2023–2026 DSM Plan targets, noting implementation challenges like market changes and program adjustments. Results are contextualized within the DSM Plan period, with insights informing the 2026 DSM Extension and future planning. References to prior APRs (2023–2024) and regulatory approvals are included.

1 2.2.1 ENERGY AND DEMAND SAVINGS 2 Energy and demand savings in 2023 and 2024 exceeded the approved Plan, resulting in significant 3 progress towards the approved four-year Plan performance targets. This overachievement was driven 4 prima...

AI summary Energy and demand savings in 2023–2024 exceeded approved targets due to the Canada Greener Homes Grant and LED rebate campaigns. Savings declined in 2025 due to baseline changes and program closures. The 2026 DSM Extension expects lower savings, driven by non-lighting measures and reduced Home Energy Assessment participation.

1 3. PLAN DEVELOPMENT AND DESIGN APPROACH 2 E1 developed the 2027–2031 DSM Preferred Plan through a multi-phase process to establish a cost- 3 effective DSM portfolio. This process defined the DSM resources to be offered, the level of savi...

AI summary E1 developed the 2027–2031 DSM Preferred Plan through a multi-phase process involving stakeholder engagement, scenario modeling, and regulatory considerations. The plan incorporates updated avoided costs, aligns with climate targets, and reflects NSEB decisions on BCA and DSM extensions. Development was paused briefly due to PUA amendments and resumed after filing the 2026 DSM Extension.

3.3.1.1 MODEL CONFIGURATION - At the outset of the modelling process, E1 and Guidehouse reviewed and confirmed the overall modelling - framework for the 2027–2031 DSM Resource Plan, and configured the following modelling tools - associated...

AI summary E1 and Guidehouse configured ProCESS™ and DRSim™ models for the 2027–2031 DSM Resource Plan, aligning with NSEB directives. Model updates ensured parameters, inputs, and methodologies met E1's planning requirements and regulatory standards.

4.5 PROGRAM SAVINGS AND INVESTMENT - 15 Table 8, below, provides the five-year savings and investment details by program component for the - 16 2027–2031 Preferred Plan. 4 13 14 DATE FILED: March 31, 2026 2

AI summary The text references Table 8, which outlines five-year savings and investment details by program component for the 2027–2031 Preferred Plan. The document is part of a regulatory proceeding, with a filing date of March 31, 2026, and focuses on energy program planning and investment analysis.

Energy Efficiency The investment for energy efficiency is reflective of the costs E1 expects to incur to achieve the savings with the suite of programs included in the Preferred Plan. Investment levels in Residential sector programs repres...

AI summary E1's energy efficiency investment allocates 56% to residential programs (29% savings) and 44% to BNI programs (71% savings), reflecting a shift toward non-lighting measures post-2025 LED baseline. Savings decline from 2027-2031 due to Canada Greener Homes Grant closure and removal of Residential Behaviour. 2024 billing analyses further reduced residential savings.

1 9.3 OBJECTIVES - 2 In 2027–2031, Enabling Strategies will continue to build on those initiatives that have historically proven - 3 successful by delivering focused education and outreach, and development and research activities; - 4 mark...

AI summary Enabling Strategies (ES) aims to expand DSM program participation through education and outreach, ensure E1 adapts to market changes via research, continue the heat pump water heater pilot, and meet regulatory requirements including reporting and consultations. ES will also address evolving technologies and maintain compliance with NSIESO and DSMAG directives.

SUPPORT FOR MI'KMAW COMMUNITIES

AI summary The section titled 'SUPPORT FOR MI'KMAW COMMUNITIES' likely addresses initiatives or policies aimed at supporting Mi'kmaw communities within the context of energy regulatory proceedings in Nova Scotia. However, the provided text contains no substantive content beyond the heading.

1. Develop and file the 2032 – 2036 DSM Plan E1 staff will develop the 2032-2036 DSM Plan through research, consultations with experts, internal planning, and working and consulting with all stakeholders to gain support for the Plan. After...

AI summary E1 staff will develop the 2032–2036 DSM Plan through research, consultations with experts, internal planning, and stakeholder engagement to secure support. After filing the plan, E1 will participate in the regulatory approval process.

1. File all required reports, statements, and responses E1 will file all required reporting on the 2027–2031 DSM Plan including quarterly reports, Annual Progress Reports, Evaluation Reports, Audited Financial Statements, Information Reque...

AI summary E1 will file required reports and respond to directives related to the 2027–2031 DSM Plan, including quarterly and annual reports, evaluations, and financial statements, as mandated by the Nova Scotia Energy Board.

Measures of success: - E1 will file all required reports, statements, and responses to directives with the Energy Board. - E1 will update, and consult with, the DSM Advisory Group regularly throughout the Plan period, on Plan progress and...

AI summary E1 commits to submitting required regulatory filings to the Energy Board and maintaining regular consultation with the DSM Advisory Group on Plan progress and regulatory matters throughout the Plan period.

2. Support Integrated Resource Plan Evergreen process as required E1 will support, as required and requested, an expected Integrated Resource Plan Evergreen process by the Nova Scotia Independent Energy System Operator during the 2027–2031...

AI summary E1 will support the Nova Scotia Independent Energy System Operator's Integrated Resource Plan Evergreen process during the 2027–2031 Plan period as required. This involves collaboration to ensure alignment with energy planning objectives.

1 10.2 PERFORMANCE TARGETS AND THRESHOLDS - Performance targets[21](#page-186-3) 2 apply over the Plan period as reflected in the Energy Board-approved DSM 3 Purchase Agreement or as ordered by the Energy Board; and - 4 E1 is in substantia...

AI summary The Nova Scotia Energy Board sets performance targets for E1's DSM Purchase Agreement, requiring 90% compliance. E1's 2027–2031 DSM Preferred Plan includes five targets, with a table summarizing them. Non-compliance may trigger discretionary actions by the Energy Board.

13. REPORTING AND REVIEW - This section describes E1's DSM reporting framework for the 2027–2031 DSM Resource Plan period, - including routine filings, stakeholder review mechanisms, a proposed process for mid-course adjustments - and a pr...

AI summary This section outlines E1's Demand Side Management (DSM) reporting framework for the 2027–2031 DSM Resource Plan period, detailing routine filings, stakeholder review processes, mid-course adjustment mechanisms, and a proposed mid-term review to ensure compliance and effectiveness.

13.1 OVERVIEW OF DSM REPORTING 2027–2031 - E1 will file the following six reports each year with the Energy Board, for a total of thirty DSM reports over - the 2027-2031 Plan period: - Quarterly Reports (Q1-Q3); - Annual Progress Reports (...

AI summary E1 (EfficiencyOne) is required to submit 30 DSM reports over 2027–2031, including quarterly, annual progress, program evaluation, and financial statements. The Nova Scotia Energy Board's independent consultant verifies the accuracy of E1's annual program evaluation reports and savings data.

13.2.1 MID-TERM CHECK-IN - E1 proposes a structured mid-term check-in process for the 2027–2031 Plan. This process is intended to - provide transparency and opportunities for meaningful review and discussion of Plan implementation - progre...

AI summary E1 proposes a mid-term check-in process for the 2027–2031 Plan, including a 2029 session with the DSMAG to review progress, spending trends, and challenges. Materials, stakeholder comments, and one-on-one meetings will be used, mirroring NSEB's DSM reporting approaches.

1 13.2.2 ADDITIONAL DSMAG ENGAGEMENT - 2 E1 is also proposing the following opportunities for additional DSMAG engagement and enhancements to 3 its current annual reporting: - Annual DSMAG sessions: Each year, following the filing of the A...

AI summary E1 proposes enhancing DSMAG engagement through annual sessions, stakeholder meetings, and expanded reporting to improve transparency and collaboration in implementing the five-year Plan. Annual sessions will review progress, mid-course adjustments, and rate class spending, while expanded reporting includes year-to-date performance data in Quarterly Reports.

13.4 ROUTINE REPORTING This section describes E1's DSM reporting over 2027-2031, including proposed content.

AI summary This section outlines E1's proposed Demand Side Management (DSM) reporting framework for 2027-2031, detailing content requirements and submission processes under Nova Scotia regulatory oversight.

13.4.3 ADVANCE NOTICE OF SIGNIFICANT CHANGES - In the event that E1 proposes significant changes to elements within an approved Plan, advance notice will be provided to the Energy Board and the DSMAG. Significant changes include: - Adding...

AI summary E1 must provide advance notice to the Energy Board and DSMAG for significant changes to approved plans, such as adding or terminating programs, and file applications with NSEB under PUA if circumstances like market shifts or regulatory changes affect plan feasibility.

13.4.4 AUDITED FINANCIAL STATEMENTS - E1 will retain the services of an external financial auditor to prepare audited annual financial statements. - These will be filed with the Energy Board in the second quarter of the following year, no...

AI summary E1 is required to prepare audited annual financial statements, filed with the Energy Board by April 28 in the second quarter of the following year. This follows the NSUARB's Revised Filing Dates letter from 2018, ensuring compliance with regulatory deadlines.

2. GOVERNANCE

AI summary The 'Governance' section outlines regulatory frameworks and acronyms related to Nova Scotia's energy sector, including organizations, programs, and legal acts. It emphasizes governance structures for utility regulation, demand-side management, and energy efficiency initiatives, though no detailed arguments or specific case references are provided in the text.

2.1 Innovation Oversight The Executive Leadership Team oversees E1's innovation activities, providing strategic direction, approvals, and compliance oversight. - Responsibilities include: - Reviewing and approving innovation projects; - De...

AI summary The Executive Leadership Team oversees E1's innovation activities, ensuring alignment with strategic goals, 2027–2031 DSM priorities, and available resources. Responsibilities include project approval, resource allocation, and performance monitoring through success metrics.

ision, E1 has included a - historical RBIA as part of the 2027–2031 DSM Resource Plan Application. The analysis provides the reader with a picture of rate and bill impacts for the following groups of - ratepayers by rate class: - Non-parti...

AI summary E1's 2027–2031 DSM Resource Plan Application includes a historical and forward-looking RBIA to assess rate and bill impacts on participants, non-participants, and total customers. The analysis highlights equity concerns, as non-participants may face higher bills, requiring regulatory guidance to balance cost-effective DSM investments with customer equity.

- 1 (d) "Consequential Losses" means consequential, special, incidental, multiple, 2 exemplary or punitive damages including lost profits, whether such claim of lost 3 profits is categorized as indirect, direct or consequential damages or...

AI summary The text defines key legal terms in a contractual agreement, including 'Consequential Losses,' 'Contract Documents,' and 'Environmental Laws.' It references the 'EECA DSM Resource Plan' approved by NSEB and UARB, and outlines 'Electricity Efficiency and Conservation Demand-side Management Activities.' The definitions cover legal obligations, environmental compliance, and regulatory frameworks.

38 5. NOTIFICATION OF SIGNIFICANT CHANGES 39 5.1 EfficiencyOne shall provide notice of Significant Changes to NSPI at the same time as 40 EfficiencyOne makes application to the UARB NSEB for the approval of the Significant 1 Changes. Subje...

AI summary EfficiencyOne must notify NSPI when applying for approval of significant changes to the EECA DSM Resource Plan. NSPI may submit written comments to UARB NSEB regarding these changes, subject to regulatory discretion.

4 6. SAFETY - 5 6.1 EfficiencyOne shall at all times be responsible for safety and loss management in the 6 supply or performance of the EECADSM. - 7 6.2 EfficiencyOne shall ensure that all employees, Subcontractors, agents and 8 represent...

AI summary EfficiencyOne is mandated to ensure safety and loss management in the EECADSM and comply with all federal, provincial, and municipal health, safety, and environmental regulations. This includes enforcing compliance among employees, subcontractors, and representatives.

11 7. PROTECTION OF PROPERTY - 12 7.1 EfficiencyOne shall take all commercially reasonable steps to protect the property of 13 NSPI's customers and other third parties from damage which may occur as the result of 14 the performance of the...

AI summary EfficiencyOne is required to protect NSPI's customers and third parties from property damage during EECADSM performance. If damage occurs, EfficiencyOne must cover costs and indemnify NSPI, except when caused by NSPI's negligence.

1 10. SUBCONTRACTORS - 2 10.1 EfficiencyOne shall be permitted to subcontract the performance of any part of the EECA 3 DSM without the prior written approval of NSPI. - 4 10.2 Where EfficiencyOne subcontracts any part of the EECADSM, Effi...

AI summary EfficiencyOne may subcontract EECA DSM work without NSPI approval but remains fully liable for subcontractors' actions. Subcontractors cannot form direct contracts with NSPI. EfficiencyOne must ensure subcontractors uphold agreement rights and protections.

12 11. CONFIDENTIAL AND PERSONAL INFORMATION - 13 11.1 The Parties have executed or agree to execute the confidentiality agreement attached 14 hereto as Schedule "D" - Confidentiality ("Confidentiality Agreement"). - 15 11.2 EfficiencyOne...

AI summary The Parties have executed a confidentiality agreement (Schedule D), requiring EfficiencyOne to secure NSPI's personal information and indemnify NSPI against liabilities from misuse or disclosure, including CASL compliance.

24 12. PERFORMANCE REQUIREMENTS AND EVALUATIONS 25 12.1 EfficiencyOne's performance under the terms of this Agreement shall be measured in 26 accordance with the performance requirements established by the UARB NSEB pursuant 27 to Section...

AI summary EfficiencyOne's performance under the agreement is measured by the UARB NSEB's performance requirements, established under Section 79M of the Act and detailed in Schedule C. This outlines the evaluation framework for compliance.

28 13. FORCE MAJEURE - 29 13.1 Neither Party shall be in breach of its obligations under this Agreement where failure to 30 perform or delay in performance of any obligation is due, wholly or in part, to a Force 31 Majeure Event. - 32 13.2...

AI summary The Force Majeure clause outlines obligations for both parties during unforeseen events, requiring prompt notification, mitigation efforts, and resumption of obligations. It clarifies that EfficiencyOne's failures or negligence do not qualify as Force Majeure, excluding extensions for the EECADSM program.

7 14. INDEMNITY - 8 14.1 EfficiencyOne shall assume all risk of loss, damage or injury, including death, to person 9 or property, caused by its directors, officers, employees, Subcontractors, agents or 10 representatives, and agrees not to...

AI summary EfficiencyOne assumes full liability for losses caused by its actions, excluding those due to NSPI's negligence. Both parties agree to indemnify each other against claims arising from breaches, with exceptions for negligence. EfficiencyOne also defends NSPI against third-party intellectual property infringement claims related to EECA DSM.

1 15. LIMIT OF LIABILITY - 2 15.1 Neither Party shall be liable to the other Party for any Consequential Losses with respect 3 to the performance or non-performance under this Agreement or for any actions 4 undertaken in connection with or...

AI summary The Limit of Liability clause caps EfficiencyOne's and NSPI's liability at $2 million, excluding exceptions like indemnification for third-party claims, wilful misconduct, and refund obligations. Both parties are liable for wilful misconduct but not for contractual payment obligations.

26 16. INSURANCE - 27 16.1 EfficiencyOne shall obtain, maintain and pay for, during the entire Term of this Agreement, 28 the following minimum insurance coverage as follows, such insurance as it relates to this 29 Agreement shall be in a...

AI summary Section 26 16 outlines EfficiencyOne's mandatory insurance requirements under its agreement with NSPI, including liability, property, and workers' compensation coverage. NSPI may enforce insurance if EfficiencyOne fails, and EfficiencyOne must maintain deductibles and ensure subcontractor compliance.

4 18. LIENS AND CLAIMS - 5 18.1 EfficiencyOne shall indemnify and hold harmless NSPI, NSPI's parent and their 6 subsidiaries and affiliates (collectively the "Lien Indemnitees" or singularly "Lien 7 Indemnitee") and defend each of them fro...

AI summary EfficiencyOne must indemnify NSPI and its affiliates against losses from liens or claims related to subcontractors or parties involved in the EECA DSM program. EfficiencyOne must promptly discharge such liens, with NSPI retaining the right to offset payments if unresolved. EfficiencyOne may contest liens by providing a bond satisfactory to NSPI, with NSPI liable only up to amounts payable to EfficiencyOne.

10 22. AUDIT AND INSPECTION - 11 22.1 EfficiencyOne shall, during the Term and for a period of thirty-six (36) months thereafter, 12 keep accurate records of all EECA DSM supplied to NSPI, as necessary to determine that 13 the EECA DSM was...

AI summary The document outlines audit and inspection requirements for EfficiencyOne, including record-keeping obligations for EECA DSM programs, NSPI's right to request access to records and inspections, data-sharing responsibilities, and reporting requirements to UARB NSEB and NSPI. It also covers assignment restrictions and coordination meetings.

9 26. GENERAL - 10 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. - 11 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respective 12 successors and permitted ass...

AI summary The agreement outlines renewal conditions under the Public Utilities Act, specifies EfficiencyOne's role as an independent contractor, and governs by Nova Scotia and Canadian laws. Modifications require UARBNSEB approval, and the agreement is binding on successors. Legal jurisdiction is assigned to Nova Scotia's Supreme Court.

7 Electricity Efficiency and ConservationDemand-Side Management Activities The figure below identifies the scope of savings (3 5 year cCumulative Annual eEnergy sSavings, cCumulative Annual pPeak dDemand sSavings, cCumulative Annual eEnerg...

AI summary The document outlines Energy Efficiency Corporation (EECA) Demand-Side Management (DSM) performance targets over a five-year plan, including energy and peak demand savings, solar-PV generation, and low-income equity programs. Compliance requires achieving 90% of targets; otherwise, a regulatory process is triggered. Schedule B addresses compensation mechanisms.

45 Schedule B (Page 2 of 2)

AI summary Second page of Schedule B from a Nova Scotia regulatory proceeding, listing acronyms related to energy regulation, utility management, and demand-side programs. Context includes terms like DSM, PUA, NSEB, and NS Power, reflecting regulatory frameworks and energy initiatives in Nova Scotia.

PERFORMANCE REQUIREMENTS - I. UARBNSEB-APPROVED PERFORMANCE TARGETS, THRESHOLDS, AND INDICATORS - a) Performance Targets and Thresholds: - Performance Targets are set over the three five year contract period, rather than annually. - ii. Ef...

AI summary Performance targets for EfficiencyOne (E1) are set over three five-year contract periods, requiring 90% achievement of metrics like energy savings, peak demand reduction, and solar-PV generation. Non-compliance triggers regulatory action, with the Nova Scotia Energy Board (NSEB) determining remedies. Targets include specific programs for affordable housing and Mi'kmaw communities.

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

AI summary The Recipient is restricted to using Confidential Information solely for EECADSM purposes, as governed by the Legislation and Supply Purchase Agreement, 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 under confidentiality agreements, notifying the Disclosing Party and ensuring compliance. Disclosures mandated by law or regulatory bodies require prior notice to the Disclosing Party, allowing them to seek protective orders or waive confidentiality. The Recipient must remove commercially sensitive information where possible and notify the Disclosing Party of court/regulatory orders.

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 provided, either directly or indirectly, under any circumstances.

Indemnity 13. The Recipient shall indemnify and hold the Disclosing Party harmless from any and all loss, liability, cost or expense (including, without limitation, solicitor's costs on a solicitor and client basis and all other costs of d...

AI summary The Recipient is legally obligated to indemnify the Disclosing Party against all losses, liabilities, costs, or expenses arising from the Recipient's breach of the Agreement. This obligation remains enforceable even after the Agreement's termination.

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, as stated in the Governing Law section. This establishes the jurisdiction under which the agreement will be interpreted and enforced.

g ascribed to it in the Act. - (n) " Governmental Authority " means any federal, provincial, regional, municipal or local government or authority or other political subdivision thereof and entity or

AI summary The text defines 'Governmental Authority' as encompassing federal, provincial, regional, municipal, or local governments and their subdivisions, as part of a regulatory proceeding's interpretive framework, which is crucial for understanding the scope of governmental entities involved in the proceedings.

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 NSEB for the approval of the Significant Changes. Subject to the terms...

AI summary EfficiencyOne must notify NSPI of significant changes to the DSM Resource Plan simultaneously with submitting an application to the NSEB for approval. NSPI retains the right to submit written comments on such changes under the Public Utilities Act.

6. SAFETY - 2 6.1 EfficiencyOne shall at all times be responsible for safety and loss management in the 3 supply or performance of the DSM. - 4 6.2 EfficiencyOne shall ensure that all employees, Subcontractors, agents and 5 representatives...

AI summary EfficiencyOne is mandated to manage safety and loss in Demand Side Management (DSM) and ensure compliance with federal, provincial, municipal, and internal health, safety, and environmental regulations.

7. PROTECTION OF PROPERTY - 9 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 DSM. - 7.2...

AI summary EfficiencyOne is required to protect NSPI's customers' and third parties' property during DSM activities. It must indemnify NSPI for damages caused by its actions, excluding cases where NSPI's negligence is responsible.

9. EFFICIENCYONE'S COVENANTS - 9.1 EfficiencyOne warrants, covenants and agrees with NSPI that: - (a) it has all requisite capacity and authority to execute, deliver and perform its obligations under this Agreement; - (b) this Agreement ha...

AI summary EfficiencyOne's covenants with NSPI include legal authority, compliance with laws, proper execution of DSM, use of licensed personnel, and responsibility for subcontractors. EfficiencyOne must notify NSEB/NSPI of DSM supply disruptions and ensure adherence to regulations. Subcontractors are permitted but EfficiencyOne remains fully liable for their actions.

11. CONFIDENTIAL AND PERSONAL INFORMATION - 6 11.1 The Parties have executed or agree to execute the confidentiality agreement attached 7 hereto as Schedule "D" - Confidentiality (" Confidentiality Agreement "). - 8 11.2 EfficiencyOne shal...

AI summary The document outlines a confidentiality agreement between EfficiencyOne and Nova Scotia Power Incorporated (NSPI), requiring EfficiencyOne to secure personal information and indemnify NSPI against liabilities from misuse or disclosure, in compliance with the Public Utilities Act and 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 NSEB pursuant to Section 79M of the Act as...

AI summary EfficiencyOne's performance under the Agreement is evaluated based on performance requirements set by the NSEB under Section 79M of the Act, as outlined in Schedule C. This establishes the framework for measuring compliance with contractual obligations.

13. FORCE MAJEURE - 13.1 Neither Party shall be in breach of its obligations under this Agreement where failure to perform or delay in performance of any obligation is due, wholly or in part, to a Force Majeure Event. - 13.2 Each Party sha...

AI summary The Force Majeure clause outlines that neither party is liable for performance delays caused by Force Majeure Events, provided they notify the other party and take mitigation steps. The agreement term is not extended due to such events, and EfficiencyOne's negligence is explicitly excluded from Force Majeure coverage.

14. INDEMNITY - 2 14.1 EfficiencyOne shall assume all risk of loss, damage or injury, including death, to person 3 or property, caused by its directors, officers, employees, Subcontractors, agents or 4 representatives, and agrees not to ma...

AI summary EfficiencyOne and NSPI agree to mutual indemnification for liabilities arising from their respective actions, excluding negligence or wilful misconduct. EfficiencyOne must defend NSPI against third-party claims of intellectual property infringement related to DSM obligations. Both parties are protected from legal costs and damages except where their own negligence is involved.

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 limitations for both parties in the agreement. EfficiencyOne and NSPI are each capped at $2 million in liability, excluding exceptions like indemnification, wilful misconduct, and refund obligations. Consequential losses are excluded from liability.

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 EfficiencyOne must maintain specific insurance coverage for NSPI, including general liability, environmental impairment, automobile liability, property insurance, professional liability, and workers' compensation. NSPI may enforce insurance requirements and recover costs if EfficiencyOne fails to comply.

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 and its affiliates against liens or claims arising from subcontractors' work in DSM projects. EfficiencyOne must promptly discharge such liens, with NSPI able to offset costs if they fail. EfficiencyOne may contest liens by providing a satisfactory bond. NSPI's liability is capped at amounts payable to EfficiencyOne.

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 agreement can be terminated by either party if EfficiencyOne's franchise is terminated without assignment by the Minister or upon NSEB approval. Termination does not allow compensation for consequential losses, requires EfficiencyOne to discontinue DSM activities, and claims must be asserted within 30 days.

22. AUDIT AND INSPECTION - 2 22.1 EfficiencyOne shall, during the Term and for a period of thirty-six (36) months thereafter, 3 keep accurate records of all DSM supplied to NSPI, as necessary to determine that the 4 DSM was provided in acc...

AI summary EfficiencyOne must maintain DSM records for 36 months post-agreement. NSPI may request NSEB access to these records and inspect DSM operations, with EfficiencyOne required to facilitate inspections. Compliance with agreement terms is emphasized through audit and inspection rights.

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

AI summary Section 23.1 prohibits either party from assigning the agreement without prior written approval from the Nova Scotia Energy Board (NSEB) and/or the Minister. This restriction ensures regulatory oversight and compliance with approval requirements.

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

AI summary EfficiencyOne must submit quarterly and annual progress reports to NSEB and NSPI detailing DSM performance, financials, and discrepancies. Quarterly coordination meetings between NSPI and EfficiencyOne are mandated to ensure effective DSM planning and implementation.

26. GENERAL 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. DATE FILED: March 31, 2026 Page 19 of 33 - 1 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respectiv...

AI summary The agreement outlines terms for renewal under the Public Utilities Act, specifies EfficiencyOne's role as an independent contractor, governs by Nova Scotia law, and requires NSEB approval for amendments. It emphasizes jurisdiction, enforceability, and language requirements.

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

AI summary The Recipient must return or destroy Confidential Information within 30 days of the Purchase Agreement's termination or upon the Disclosing Party's request, retaining only one legal file copy for legal obligations. Written confirmation of compliance is required 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 agreement restricts the recipient's rights to using confidential information solely under the terms specified, explicitly denying any licenses related to patents, copyrights, or other intellectual property rights, either currently or in the future.

9 Governing Law 10 14. This Agreement is governed and shall be construed in accordance with the laws 11 of the Province of Nova Scotia.

AI summary This section specifies that the agreement is governed by the laws of the Province of Nova Scotia. No specific entities, programs, or cross-references are mentioned. The primary topic is governing law and legal jurisdiction.

Appendix F Proposed Updated Standardized Filing Framework

AI summary Appendix F outlines a proposed updated standardized filing framework, likely related to regulatory processes in Nova Scotia's energy sector. The context includes numerous acronyms and entities relevant to energy regulation, utility management, and policy frameworks.

Standardized Filing Framework Prepared by EfficiencyOne Updated: [insert date] DATE FILED: March 31, 2026 Page 1 of 13

AI summary The document outlines a Standardized Filing Framework prepared by EfficiencyOne for a Nova Scotia regulatory proceeding. It includes metadata such as the filing date (March 31, 2026) and page count, but no detailed content beyond the header and preparer information.

4 2. BACKGROUND - 5 On June 16, 2015, EfficiencyOne (E1), Nova Scotia Power Incorporated (NS Power), the Consumer - 6 Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, - 7 and the Industrial...

AI summary The document outlines the history of the Standardized Filing Framework for DSM applications in Nova Scotia. Key milestones include the 2015 Consensus Agreement, NSUARB approval in 2015, adoption in 2016, updates in the 2023–2025 DSM Plan, and the 2026 DSM Extension decision directing continued engagement with DSMAG.

22 3. STANDARDIZED FILING FRAMEWORK

AI summary The document outlines a standardized filing framework within a Nova Scotia regulatory proceeding, focusing on energy and utility regulations. It includes acronyms related to demand-side management, energy efficiency, and utility rate structures, indicating a structured approach to regulatory compliance and reporting.

4.1 Objectives - Ensure consistency in the overall Demand Side Management (DSM) planning, evaluation, 4 reporting in Nova Scotia; - Consolidate Board decisions and directives as they pertain to DSM; and - Ensure that DSM Resource Plans bal...

AI summary The objectives focus on ensuring consistency in Demand Side Management (DSM) planning and reporting in Nova Scotia, consolidating Board decisions related to DSM, and balancing DSM Resource Plans to meet multiple objectives.

Performance Targets - Performance targets apply over the Plan period as reflected in the Board-approved DSM Purchase - Agreement or as ordered by the Board. - E1 is in substantial compliance if it achieves 90 percent or greater on each app...

AI summary E1 must achieve 90% or more of approved performance targets under the Board-approved DSM Purchase Agreement. Failure below 90% may trigger Board action. E1 will propose specific DSM resource targets, including energy savings, peak demand reductions, low-income equity measures, and demand response capacity, for Board approval.

4.4 DSM Tracking, Evaluation and Verification - 4.4.1 Tracking - 9 E1 will track the energy and capacity savings by program and report results in quarterly reports. - 4.4.2 Evaluation - E1 will retain the services of an independent DSM eva...

AI summary E1 will track DSM program savings, conduct annual evaluations, and submit quarterly and annual reports. The NSEB's Board verifies savings. DSM Resource Plans are filed every five years, with mid-course adjustments and mid-term check-ins pending NSEB decisions. Reporting includes APRs, performance indicators, and compliance with Board-approved targets.

4.8.3 Audited Financial Statements E1 will file audited annual financial statement in Q2 of the following year.

AI summary E1 is required to submit audited annual financial statements in Q2 of the following year as part of regulatory compliance under the Nova Scotia regulatory proceeding.

4.8.4 Evaluation - E1 will file annual impact evaluations for each program prepared by an independent third party - DSM program evaluator. - 1 E1 will file process evaluations for individual programs, produced by an independent third party...

AI summary E1 is required to submit annual impact evaluations and process evaluations for DSM programs, conducted by independent third-party evaluators. Process evaluations are mandatory for new program components, major changes, significant evaluator recommendations, or variances exceeding 25% of planned outcomes.

18 5. CONSOLIDATED ENDNOTES AND SOURCES - 1. M06733 E1 2016–2018 DSM Resource Plan, NSUARB Order, October 7, 2015. The Order approved the 2016–2018 DSM Plan and the Consensus Agreement. (Parties agreed to establish the Standardized Filing...

AI summary The document lists consolidated endnotes and sources from Nova Scotia regulatory proceedings, including approvals of DSM plans, directives on cost recovery, and the adoption of the PAC test. Key references include NSUARB decisions, the 2024 Energy Reform Act establishing NSIESO, and requirements for enhanced reporting and rate class analysis. Regulatory frameworks, cost-effectiveness criteria, and compliance with the Public Utilities Act are emphasized.

1. EXECUTIVE SUMMARY - EfficiencyOne ("E1") delivers demand side management ("DSM") programs and is the - administrator and operator of the Efficiency Nova Scotia ("ENS") franchise. The 2025 Annual - Progress Report ("APR") summarizes E1's...

AI summary EfficiencyOne (E1) reports on its 2025 progress toward DSM program targets, including energy and demand savings. E1's 2023-2025 DSM Plan was approved by NSUARB in 2022, and its 2026 extension by NSEB in 2025. The approved plan includes $236.8M investment and four performance targets. In 2025, E1 achieved 82% progress toward the 528.7 GWh energy savings target.

1 3. 2023-2026 DSM PLAN PERIOD 2 E1's four-year Plan period outlook provides additional insight on the DSM Plan implementation after the first three years. It includes 3 E1's actual savings results and expenditures from 2023, 2024, and 202...

AI summary E1's 2023-2026 DSM Plan includes a $236.8 million investment, targeting 90% compliance on four performance metrics: energy savings, demand savings, available capacity, and energy efficiency in affordable housing and Mi'kmaw homes. The plan incorporates actual 2023-2025 results and the 2026 approved plan.

4.1 2025 Evaluation Activities Evaluation activities are conducted annually by E1's independent third-party evaluation consultant to ensure accurate determination of net electrical energy, net system-peak demand savings, and available capa...

AI summary E1 conducts annual evaluations by an independent consultant to assess DSM program effectiveness, including net energy savings and capacity. The 2025 reports include condensed or comprehensive evaluations, with Residential Behaviour exempt from tracking sheet audits due to its random selection method.

1 4.3.3 Direct Installation 2 The Direct Installation program is marketed as Small Business Energy Solutions. 3

AI summary The Direct Installation program, rebranded as Small Business Energy Solutions, is discussed in the context of Nova Scotia regulatory proceedings. The section outlines program administration and regulatory oversight by relevant energy boards.

10 Table 14: 2025 Enabling Strategies ENABLING STRATEGIES 2025 Enabling Strategies category 2025 Plan as Approved expenditures ($ million) 2025 Year-end forecast expenditures ($ million) 2025 Actual Expenditures ($ million) Education and O...

AI summary 2025 Enabling Strategies actual expenditures exceeded approved plans, driven by Regulatory department activities on the 2026 DSM Extension application, E1's BCA test approval, and the 2027-2031 DSM Plan development. The plan includes strategic electrification and solar-PV resources.

1 posted content on relevant, trending topics each quarter (e.g. National Engineering Month, spring cleaning, National Day for Truth and Reconciliation, preparing your home for winter), highlighted partnerships with local influencers to pr...

AI summary E1's 2025 outreach included quarterly social media content, partnerships with influencers, participation in home shows and Build Green Atlantic, increased media mentions, and the release of the 2024 Annual Report.

Codes and Standards • E1's participation in Canadian Standards Association's (CSA) Steering Committee on Performance, Energy Efficiency and Renewables (the parent steering committee for energy efficiency-related standards development at CS...

AI summary EfficiencyOne (E1) maintained its involvement in the Canadian Standards Association's (CSA) Steering Committee on Performance, Energy Efficiency and Renewables throughout 2025, contributing to energy efficiency-related standards development.

Regulatory Affairs E1 filed the following reports (matter numbers are in brackets) with the NSUARB (January 1 to March 31, 2025) and the NSEB (April 1 to December 31, 2025): - 2024 DSM Evaluation Reports and 2024 Annual Progress Report (M1...

AI summary E1 submitted multiple reports and responses to information requests to the NSUARB and NSEB, covering DSM evaluations, financial compliance, and BCA applications. Engagement with the DSMAG included stakeholder feedback, technical sessions, and plan development. Regulatory activities included public hearings, evaluation implementation, and DSM Plan development for 2027-2031.

2 4.7 Additional 2025 Performance Indicators - 3 The NSUARB approved additional Performance Indicators as identified in the Supply - Agreement. 22 4 In 2025, results of E1's additional Performance Indicators are as follows: - 5 Total lifet...

AI summary The NSUARB approved additional 2025 performance indicators under the Supply Agreement. E1 achieved $170.7 million in lifetime ratepayer benefits, an 89.0 Customer Satisfaction Index, and 87% program awareness. Results align with 2024 figures. The provincial government extended the DSM Plan period to 2027-2031 following stakeholder feedback.

4.8 Incentive Reporting - In the NSUARB's Decision on the 2023-2025 DSM Plan, E1 was directed to "identify any instances - where E1 has adjusted the per unit incentive amount for a measure by more than 10% from the - amount included in its...

AI summary The NSUARB directed E1 to report any adjustments exceeding 10% in per-unit incentive amounts from the 2023-2025 DSM Plan. E1 confirmed no such adjustments occurred in Q4, complying with the directive.

4.10 Program Administrator Cost (PAC) test results - In its decision on the 2026 DSM Extension, the NSEB directed E1 "to include PAC test results for - 2023, 2024, and 2025 in its 2025 Annual Progress Report and to continue reporting resul...

AI summary The NSEB directed E1 to include 2023-2025 PAC test results in its 2025 Annual Progress Report and future annual reports. E1 provided these results in Attachment 3.

Measure Assessment Update A unitary savings review was conducted for certain measures to update the DSM MA following the change to a LED baseline assumption for residential lighting. This prompted the removal of all rebates on LED lamps an...

AI summary The DSM MA was updated following a LED baseline assumption change, removing LED lamp rebates (except motion-sensor units), adjusting lighting control wattage, and revising EUL values. Savings algorithms for smart thermostats and fans were also updated. Amendment 18 to Canada's Energy Efficiency Regulations was reviewed but found to have no impact on Instant Savings during this evaluation period.

Home Energy Assessment Appendix X HEA: Tracking Sheet Audit Appendix XI HEA: Reporting Requirements Appendix XII HEA: 2025 Recommendations

AI summary The document outlines appendices related to the Home Energy Assessment (HEA), including audit tracking, reporting requirements, and 2025 recommendations. These appendices provide procedural and evaluative frameworks for implementing and monitoring HEA initiatives in Nova Scotia.

2020/21 to 2024/25 Evaluated Savings Electric Energy Savings showing use of Home Energy Reports, lighting, load displacement, and Codes and Standards. Electri c Energy Savings ( GWh) Program 2020/21 2021/22 2022/23 2023/24 2024/25 Resident...

AI summary The document presents evaluated electric energy savings from 2020/21 to 2024/25, highlighting the use of Home Energy Reports, lighting, load displacement, and Codes and Standards. It includes data on energy savings across various sectors such as residential, income-based, Indigenous, and commercial/industrial, along with percentages of load reduction targets achieved.

W klo ad In the 20 24 E loy E t R rch R ort or : mp ee ng ag em en es ea ep • , fie fo rkl d i s i de nti d a s t he urt h m t c riti l w ork lac wo oa os ca p e c on ce rn. W ork loa d h be lin ke d t t o f m l ta sk tly be ing as en o a...

AI summary The text discusses workload and employee engagement issues, identifying critical workloads and concerns related to employee capacity and participation. It notes that 78% of tasks are being assigned to employees, impacting their ability to participate in programs and initiatives. It also touches on policy implementation and flexibility.

er measures or programs that pass cost-effectiveness with a smaller margin. Identify any safeguards against designing programs at the highest unit cost that still passes the cost-effectiveness test. (f) Explain what mechanisms in the propo...

AI summary The text requests explanations on safeguards against high-cost programs passing cost-effectiveness tests and mechanisms to reduce unit costs below forecasts while meeting savings targets.

4.2.1 DSM BASELINE STUDY EfficiencyOne will commission a DSM baseline study in advance of each DSM Potential Study. The DSM Baseline Study will identify current stocks of electricity consuming devices in all market sectors.E1 will work wit...

AI summary EfficiencyOne will commission a DSM baseline study before each DSM Potential Study to identify current electricity-consuming devices across all market sectors and collaborate with NSIESO under the More Access to Energy Act for integrated resource planning.

4.2.3.1 AVOIDED COSTS Nova Scotia Power will provide estimates of annual avoided costs of fuel on a per-MWh basis, and annual avoided costs of generation, transmission, and distribution on a per-kW basis to EfficiencyOne for use in the cos...

AI summary Nova Scotia Power will provide avoided cost estimates to EfficiencyOne for use in DSM planning processes. These estimates will be updated before each DSM Potential Study and when changes are needed. The NSIESO will take over responsibility for avoided cost calculations as part of the IRP process following the implementation of the More Access to Energy Act on April 1, 2025.

4.2.3.1 AVOIDED COSTS As outlined in the More Access to Energy Act , the NSIESO will work with the DSM franchise holder to develop avoided cost calculations for demand-side management resources as part 18 Ibid. of its IRP exercises (see se...

AI summary The More Access to Energy Act mandates the NSIESO to develop avoided cost calculations for demand-side management resources as part of its IRP exercises, which will transition from NS Power to the NSIESO starting April 1, 2025.

4.2.2 DSM POTENTIAL STUDY EfficiencyOne will commission a DSM potential study in advance of each Integrated Resource Plan (IRP). The DSM Potential study will identify DSM resources that are achievable over the planning horizon, and will in...

AI summary EfficiencyOne will conduct a DSM Potential study prior to each Integrated Resource Plan (IRP) to identify achievable demand-side management resources and support the development of Candidate Resource Plans. This aligns with the NSIESO's duties under the More Access to Energy Act.

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

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

Air Quality Regulations: NSPI is subject to emission cap requirements for mercury, SO2 and nitrogen oxide ("NOx") as prescribed in the Regulations. The Regulations limit net mercury emissions to 35 kg per year for the period of 2020 throug...

AI summary NSPI is subject to emission caps for mercury, SO2, and NOx under Air Quality Regulations. Mercury emissions are limited to 35 kg per year from 2020 to 2029, with 10 kg of mercury credits allowed annually for compliance. NOx compliance periods began in 2021 as per the Regulations.

2. Market Transformation Framework The first variant on the resource acquisition model was the market transformation approach. Initially, most work in market transformation linked marketing plans, 6 Why the resource acquisition framework?...

AI summary The market transformation framework discusses early efforts to treat energy efficiency as a resource equal to generation, emphasizing the need for cost-effectiveness and reliability. It highlights the role of marketing plans, contractor training, and codes/standards, with BC Hydro and NUTEK as pioneers. The process involves repeated steps to improve building science practices and push market transformation.

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

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

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

AI summary The text discusses the ongoing interpretation of the Energy Reform (2024) Act and its impact on demand-side management responsibilities. East Coast Environmental Law emphasizes the importance of clarifying sustainable development and prosperity considerations in electricity regulation, referencing previous Board decisions and the evidence provided in the current application.

HEARING ORDER On March 31, 2026, EfficiencyOne (E1) applied to the Board to approve the 2027-2031 Demand-Side Management Purchase Agreement between EfficiencyOne and Nova Scotia Power Incorporated, the establishment of a final agreement be...

AI summary On March 31, 2026, EfficiencyOne (E1) requested the Board's approval for a 2027-2031 Demand-Side Management (DSM) Purchase Agreement with Nova Scotia Power Incorporated, seeking to establish a final agreement and approve a DSM Resource Plan for the specified period.

reasonably be expected to cause material harm to E1's competitive position in the labour market and to its ability to attract and retain the specialized workforce necessary to deliver its DSM mandate. Although E1 advanced several arguments...

AI summary E1 argues that disclosing the Mercer Report would harm its competitive position and ability to attract specialized labor. However, the Board emphasizes the importance of transparency and the 'open courts' principle, noting that relevant information should be classified appropriately, even if not made public. The Board also highlights the need for consistency in handling confidential information across proceedings.

James R. Gogan Direct +1 (902) 563 5920 [email protected] 1969 Upper Water Street, Suite 1300 Halifax, Nova Scotia Canada B3J 3R7 Tel +1 (902) 425-6500 Fax +1 (902) 425-6350 Our File: 238984 March 31, 2026 Nova Scotia Energy Bo...

AI summary A document dated March 31, 2026, from McInnes Cooper, represented by James R. Gogan, filed with the Nova Scotia Energy Board via secure transfer. The letter is addressed to Clerk Crystal Henwood and references internal file number 238984.

Re: EfficiencyOne Application for Approval of Demand Side Management (DSM) Resource Plan and Purchase Agreement for 2027-2031 This letter is an accompaniment to EfficiencyOne's filing of today's date with the Nova Scotia Energy Board ("NSE...

AI summary EfficiencyOne seeks approval from the Nova Scotia Energy Board for its 2027-2031 Demand Side Management (DSM) Resource Plan and Purchase Agreement with Nova Scotia Power Inc. The filing includes a Notice of Application and supporting evidence.

Appendix B - Rate and Bill Impact Analysis of the 2027-2031 DSM Resource Plan and 2026 Historical - Attachment 1: RBIA Summary Results 2027-2031 DSM Resource Plan and 2026 Historical - Attachment 2: Results by Rate Class (2027-2031 Preferr...

AI summary Appendix B outlines attachments analyzing the rate and bill impact of Nova Scotia Power's 2027-2031 Demand Side Management (DSM) Resource Plan and 2026 historical data. It includes summaries, rate-class results, assumptions, pricing methodology, and rate models for preferred and alternate scenarios, supporting regulatory review by the Nova Scotia Energy Board.

Appendix C • Alternate Scenario - 2027-2031 DSM Resource Plan Appendix D : Proposed form of DSM Purchase Agreement Redline Appendix E : Proposed form of DSM Purchase Agreement Clean Appendix F : Proposed Updated Standardized Filing Framewo...

AI summary EfficiencyOne and NS Power propose a 5-year DSM Purchase Agreement (2027-2031) under the Public Utilities Act, requiring NSEB approval. The agreement outlines DSM service terms, payment, and compliance with PUA. EfficiencyOne requests continued stakeholder review via the DSM Advisory Group and an interim funding order if the application isn't decided by January 1, 2027.

HEARING ORDER On March 31, 2026, EfficiencyOne (E1) applied to the Board to approve the 2027-2031 Demand-Side Management Purchase Agreement between EfficiencyOne and Nova Scotia Power Incorporated, the establishment of a final agreement be...

AI summary On March 31, 2026, EfficiencyOne (E1) applied to the Board for approval of a 2027-2031 Demand-Side Management (DSM) Purchase Agreement with Nova Scotia Power Incorporated, seeking to establish a final agreement and approve a DSM Resource Plan.

NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR ("IESO Nova ScoƟa") TAKE NOTICE that IESO Nova ScoƟa requests to intervene in the above-noted maƩer. Pursuant to the More Access to Energy Act, SNS 2024, c. 2, Sch. B, IESO Nova ScoƟa is statu...

AI summary IESO Nova Scotia requests intervention in a regulatory proceeding under the More Access to Energy Act. It is statutorily mandated to administer Nova Scotia's bulk power system and wholesale electricity markets, with interests potentially affected by the proceeding's outcome. Contact details for IESO officials and the Clerk of the Board are provided.

NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: AN APPLICATION BY EfficiencyOne for approval of the 2027- 2031 Demand-Side Management (DSM) Purchase Agreement between EfficiencyOne and Nova Scotia Power Incorporated, the establishment of a fina...

AI summary EfficiencyOne seeks approval for a 2027-2031 Demand-Side Management (DSM) Purchase Agreement with Nova Scotia Power Incorporated, including establishment of a final agreement and approval of a DSM Resource Plan. The Nova Scotia Energy Board is reviewing the application.

3. ISSUES Solar Nova Scotia intends to address: - Whether the DSM Plan reflects the full definition of DSM under the Public Utilities Act; - The treatment of strategic electrification, including the application of costeƯectiveness framewor...

AI summary Solar Nova Scotia seeks to address four key issues: whether the DSM Plan aligns with the Public Utilities Act's DSM definition, the treatment of strategic electrification and cost-effectiveness frameworks, the role of distributed energy resources in efficiency and emissions reduction, and alignment of the DSM Plan with legislative goals for innovation, competition, and sustainable development.

Request IR-7: Regarding Section 2.3 "Standardized Filing Framework" of the Application: a. Section 2.3.1 "The 2022 Integrated Resource Plan", pdf pgs. 28-29 state: "The Standardized Filing Framework directs that the Resource Plan identifie...

AI summary The document discusses Section 2.3.1 of NS Power's 2022 Integrated Resource Plan (IRP), which outlines 683.1 GWh of energy savings and 123.9 MW of demand savings through energy efficiency by 2031. It emphasizes balancing long-term Demand-Side Management (DSM) benefits with short-term affordability challenges for Nova Scotia residents and businesses.

Exhibits E-2 - 2025 DSM Annual Progress Report

AI summary The 2025 DSM Annual Progress Report outlines Nova Scotia Power's (NSP) updates on Demand-Side Management (DSM) initiatives, including Strategic Energy Management (SEM) programs, under the oversight of the Demand-Side Management Advisory Group (DSMAG) and the Independent Electricity System Operator (IESO). The report details progress, challenges, and future goals for DSM compliance and efficiency.

d. Please estimate the gap between the proposed 2027-2031 DSM Plan and the IRP Reference Plan in 2027, 2028, 2029, 2030, 2031, and accumulated across all these years. e. Does E1 agree that holding investment at current levels in nominal do...

AI summary The document requests estimates on gaps between the 2027-2031 DSM Plan and the IRP Reference Plan, questions about investment trends in constant vs. nominal dollars, and alignment with NS Power's IRP energy savings. It also references E1's collaboration with NSIESO under the More Access to Energy Act for IRP and avoided cost calculations.

red)." savings potential as well as process improvements for intervention activities carried out to date. (Note: Market Transformation programs require a much longer planning horizon and it can take

AI summary The text discusses savings potential and process improvements from intervention activities, noting that Market Transformation programs require extended planning horizons due to their long-term nature. Specific details or claims are not explicitly stated in the provided snippet.

d Standardized Filing Framework which states, "The Framework was reviewed in the DSMAG as part of E1's engagement on development of the five-year DSM Plan and updated in [Insert Date/year]." - a. Did the DSMAG review this version of the Fr...

AI summary The document contains information requests related to Nova Scotia's DSM Plan, including queries about the review of the Standardized Filing Framework by the DSMAG, definitions of key terms, program structure, and portfolio-level metrics. Requests focus on clarifying terminology, program-component relationships, and benchmarking against other jurisdictions.

INFORMATION REQUEST 10 Did E1 consider a scenario where the government changes legislative direction to better enable strategic electrification and what the current DSM plan should do in anticipate of that scenario Submitted by Brian Giffo...

AI summary Information Request 10 asks whether E1 considered scenarios involving potential legislative changes to support strategic electrification and how the current DSM plan should adapt. Submitted by Brian Gifford on behalf of the Affordable Energy Coalition, the request focuses on anticipatory planning for legislative shifts.

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

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

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

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

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

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

sible to infer or approximate a salary for a specific individual if other information outside of the report is known, particularly in the higher bands where there are fewer people in those positions). On the second point, E1 submits the sa...

AI summary E1 argues that maintaining Board Confidential treatment for executive compensation is justified due to privacy and commercial interests, and that public interest in disclosure is lower than in previous cases. It also notes that even with unregulated activities, proper allocation of salaries to regulated and unregulated work is necessary.

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

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

INFORMATION REQUESTS TO NS POWER To: Nova Scotia Power Inc. Jennifer Ross, Director, Regulatory Planning Compliance Email: [[email protected]](mailto:[email protected]) From: EfficiencyOne c/o McInnes Cooper Responses Due: Ju...

AI summary EfficiencyOne has submitted information requests to Nova Scotia Power Inc. regarding regulatory planning compliance. Responses are due by July 17, 2026, and the matter is being handled by James R. Gogan of McInnes Cooper.

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

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