Topic/Matter Intersection

Topic:"Regulatory Oversight" in M08604

Matter: E-ENS-R-18 - EfficiencyOne - 2019 Demand Side Management (DSM) Plan Application, 2017 Annual Progress Report  and 2017 Evaluation Reports
34 passages 9 documents

Regulatory Oversight across all matters →

E-12017 DSM Annual Progress Report 2 passages
Section 5
..................................................................................................................... 52 26 3.2.3 Direct Installation.............................................................................................

AI summary The document outlines Efficiency Nova Scotia's 2017 Demand Side Management (DSM) Annual Progress Report, including sections on direct installation, enabling strategies (education, research), planned vs. actual expenditures, and updates from the 2016-2018 regulatory process. Filed March 29, 2018.

Section 117
20 ENS will also work with its Evaluation Consultant again in 2018 to establish an 21 appropriate scope for the Codes and Standards evaluation. 22 23 Regulatory Affairs 24 25 Regulatory Affairs activities will include reporting to the UARB...

AI summary Efficiency Nova Scotia (ENS) will collaborate with its Evaluation Consultant in 2018 to define the scope of the Codes and Standards evaluation. Regulatory Affairs activities will include reporting to the UARB and stakeholders on topics such as the 2019 DSM Resource Plan, financial statements, and locational DSM efforts with NS Power. ENS will also work with the DSM Advisory Group to develop the 2019 DSM Plan in line with the Electricity Efficiency and Conservation Restructuring (2014) Act.

E-32017 Program Support Process Evaluation Reports 1 passage
Section 13
eting evaluation plan to provide guidance on how ENS can continue assessing its marketing function in future years. The marketing evaluation plan is a separate document and is not part of this report. In this report, we analyze the results...

AI summary The report evaluates Efficiency Nova Scotia's (ENS) marketing function, detailing a logic model developed in 2017 and findings from interviews and best practices assessments. It outlines ENS's role as Canada's first energy efficiency utility, operated by EfficiencyOne (E1), under the oversight of the Nova Scotia Utility and Review Board.

E-4EfficienyOne Application 11 passages
Section 2
d its Annual Progress Report and Evaluation Reports on March 29, 2018, which form part of the record before the Board in this matter. Nova Scotia Utility and Review Board Page 2 of 3 April 6, 2018 Pursuant to the Electricity Plan Implement...

AI summary NS Power and EfficiencyOne are required under the Electricity Plan Implementation Act to enter a 2019 DSM Supply Agreement with a $34.05M expenditure cap. The agreement, negotiated under Section 79 of the Public Utilities Act, mirrors the 2016-2018 DSM Supply Agreement and incorporates legislative requirements, including the EPIA's one-year term extension.

Section 5
e Management (“DSM”) Resource Plan NOTICE OF APPLICATION TO: The Nova Scotia Utility and Review Board (“UARB” or “the Board”) 1. EfficiencyOne is the holder of the Franchise issued by the Minister of Energy on November 28, 2014 effective J...

AI summary EfficiencyOne seeks Board approval for a one-year 2019 Supply Agreement with NS Power under the Public Utilities Act and Electricity Plan Implementation (2015) Act, following an existing 2016-2018 agreement. The application cites statutory requirements for electricity efficiency and conservation services.

Section 8
............................................................................... 8 12 11 . CONFIDENTIAL AND PERSONAL INFORMATION ................... .............. ....................... 9 13 12. PERFORMANCE REQUIREMENTS AND EVALUATIONS .....

AI summary The text lists contractual clauses covering confidentiality, performance requirements, force majeure, indemnity, liability limits, insurance, intellectual property, dispute resolution, default, notifications, audit, and assignment. These provisions outline legal and operational terms for a contractual agreement.

Section 14
of a Party's vendors or subcontractors. For certainty, adverse weather of any 39 kind other than events specified above shall not be considered a Force Majeure 40 Event. 41 (I} "Franchise" has the meaning ascribed to it in the Act. 42 (m)...

AI summary The text defines key terms in a Supply Agreement, including Force Majeure Events, Franchise, Franchise Holder, Governmental Authority, and Hazardous Substances. Definitions emphasize exclusions from Force Majeure and detailed criteria for hazardous materials under environmental laws.

Section 40
ately upon receipt of such termination notice, EfficiencyOne will 13 Supply Agreement 1 discontinue all EECA under this Agreement and will only finish such portions of the 2 EECA as may be necessary to preserve and protect the EECA already...

AI summary The agreement outlines termination procedures for EfficiencyOne's EECA obligations, requiring them to discontinue services upon notice and fulfill remaining obligations. EfficiencyOne must return unspent funds and provide transition assistance to NSPI, with compensation for services rendered. The agreement is subject to UARB supervision.

Section 41
ubject to the general supervision of the 18 UARB. 19 20.4 A Party shall be determined to be in default of its obligations under this Agreement if 20 (each a "Event of Default"): 21 (a) it is in breach of any material term or condition of t...

AI summary The text outlines the conditions under which a party may be deemed in default of its obligations under an agreement, including breaches, assignments, bankruptcy, and insolvency proceedings. These defaults are subject to the oversight of the UARB.

Section 44
reafter, 9 keep accurate records of all EECA supplied to NSPI, as necessary to determine that the 10 EECA was provided in accordance with the terms and conditions of this Agreement. 11 22.2 NSPI shall have the right to apply to the UARB to...

AI summary The document outlines requirements for NSPI to maintain records of EECA supplied by EfficiencyOne and provides NSPI with the right to request access to these records from the UARB. It also includes provisions for inspections, data sharing, and reporting obligations.

Section 141
1 • The “franchise holder is deemed to be a public utility in relation to its franchise 2 activities” (s. 79G(2)); 3 • The supply of electricity efficiency and conservation activities is administered 4 by the holder of the ENS franchise on...

AI summary The text discusses the legal framework surrounding the ENS franchise, including the franchise holder's status as a public utility, the contractual administration of electricity efficiency and conservation activities by EfficiencyOne with NS Power, and the role of the UARB in cost allocation. It also outlines the ENS franchise grant and its extension in 2015.

Section 162
Included Modified (modified Item (Y/N) item or N) Summary of [previous year’s] context, activities, Y N and milestones achieved [Previous year’s] investment by rate class Y N (compared to approved forecast) Status of Performance Targets an...

AI summary The text outlines a structure for reporting on previous year's context, activities, and milestones, as well as updates to current year's planned activities, including mid-course adjustments and corrective action plans if required.

Section 185
1 4. ADDITIONAL ITEMS 2 3 4.1 EfficiencyOne Financial Reporting and Internal Controls 4 5 EfficiencyOne has strengthened the reporting and internal control processes of the 6 organization over the past several years. In 2013 and early 2014...

AI summary EfficiencyOne has improved its financial reporting and internal controls over the past several years, including engaging KPMG for internal audit services, developing risk management policies, and aligning costs with external market comparatives. The organization also developed internal controls to comply with the Affiliate Code of Conduct, which will be subject to third-party review.

Section 186
in its letter pertaining to EfficiencyOne’s 2015 Audited 25 Financial Statements, dated August 5, 2016 (M07495). 26 27 In 2016, KPMG prepared an updated risk assessment and risk profile of the organization. 28 This risk assessment was inte...

AI summary The document references EfficiencyOne's 2015 audited financial statements and a 2016 risk assessment conducted by KPMG, which informed the internal audit plan for 2017–2019. Internal audits were carried out in 2017 covering third-party Delivery Agents, IT General Controls, and Cost Containment Processes.

E-7NSPI (SBA) RIRs to IR-1 to IR-5 - Redacted 1 passage
Section 28
4.4% 10.5% 2.3% 2.9% 9.3% 11 Medium Industrial 0.0% 0.0% 0.0% 0.0% 5.7% 11.7% 2.3% 2.7% 3.4% 2.4% 12 Large Industrial 0.0% 0.0% 0.0% 0.0% 15.0% 14.4% 0.0% 4.3% 5.3% 3.8% 13 Municipal 1.6% 1.8% 2.8% 0.0% 3.0% 6.5% 1.1% 2.5% 2.8% 2.1% 14 Unm...

AI summary The text contains a redacted table with percentage data across various sectors (e.g., Medium Industrial, Large Industrial, Municipal) and years, likely related to energy usage or costs. The document references a 2019 DSM Application and SBA IR-2 Attachment 1, though content is confidential.

E-9E1 (SBA) RIRs to IR-1 to IR-21 6 passages
Section 23
E1 (SBA) IR-08 Page 4 of 5 EfficiencyOne – 2019 Demand Side Management (DSM) Resource Plan M08604 (E-ENS-R-18) E1 Responses to Small Business Advocate NON-CONFIDENTIAL Footnotes for Table 1 A dash (-) indicates no lighting measures are off...

AI summary Footnotes explain free-ridership level assumptions in EfficiencyOne's DSM Resource Plan, referencing annual DSM Evaluation Reports filed with the Nova Scotia Utility and Review Board. Notes clarify data sources, exclusions (e.g., low-income participants), and program merges (e.g., 2017 consolidation of Rental Properties & Condos into EPI).

Section 597
SBA IR-17 Attachment 1, Page 46 of 92 Efficiency Nova Scotia 2017 DSM ANNUAL PROGRESS REPORT 1 Regulatory Affairs 2 3 Regulatory Affairs activities enable ENS to meet its regulatory requirements and 4 provide a fair and transparent process...

AI summary This section outlines the role of Regulatory Affairs at Efficiency Nova Scotia, emphasizing its importance in meeting regulatory requirements and ensuring a fair and transparent process for stakeholder input on DSM Resource Plans, programs, and investments.

Section 600
luation and verification processes; 27 • conducting a Cost Containment Audit; 28 • conducting an Internal Audit of Program Internal Controls – Instant Savings; 27 27 M08011, EfficiencyOne 2016 Audited Financial Statements, [EfficiencyOne R...

AI summary Efficiency Nova Scotia (ENS) conducted several audits, including a Cost Containment Audit and an Internal Audit of Program Internal Controls for the Instant Savings program. ENS also finalized a loan arrangement with Toronto Dominion (TD) as directed by the UARB, which is expected to save ratepayers approximately $6 million.

Section 622
ENS will also work with its Evaluation Consultant again in 2018 to establish an 21 appropriate scope for the Codes and Standards evaluation. 22 23 Regulatory Affairs 24 25 Regulatory Affairs activities will include reporting to the UARB an...

AI summary Efficiency Nova Scotia (ENS) will collaborate with its Evaluation Consultant in 2018 to define the scope of the Codes and Standards evaluation. Regulatory Affairs activities include reporting to the UARB and stakeholders on various topics, including DSM Resource Plans, financial reports, and non-energy benefits quantification.

Section 649
Attachment 1, Page 3 of 20 Update on Implementation of 2013-2015 Evaluation Recommendations

AI summary This document provides an update on the implementation of recommendations from the 2013-2015 evaluation, likely related to energy efficiency or regulatory processes in Nova Scotia.

Section 657
Attachment 1, Page 4 of 20 Update on Implementation of 2013-2015 Evaluation Recommendations

AI summary This document provides an update on the implementation of recommendations from the 2013-2015 evaluation, likely related to energy efficiency or regulatory processes in Nova Scotia. It outlines progress made in addressing previously identified issues.

E-11E1 (Synapse) RIRs to IR-1 to IR-22 5 passages
Section 42
7 Project Phases 7 4.6.1 Phase I, part a – Kick-Off and Discovery of ENS inputs 7 4.6.2 Phase I, part b - Model Configuration and Operation 8 4.6.3 Phase II, part a – Model Revision 8 4.6.4 Phase II, part b – Regulatory Process 8 4.6.5 Pha...

AI summary The document outlines the project phases, schedule, governance, and communication processes for a regulatory proceeding. It includes details on model configuration, regulatory processes, and instructions for proponents on how to submit bids and attend a pre-submittal conference.

Section 56
n Nova Scotia in 2015. As a result of this legislation, ENSC ceased to exist as Nova Scotia’s DSM provider on January 1, 2015. In its place, an ENS franchise was created. Highlights include: • As of January 1, 2015, NSPI is required to und...

AI summary In 2015, ENSC ceased to be Nova Scotia’s DSM provider, replaced by an ENS franchise awarded to EfficiencyOne. The franchise grants EfficiencyOne exclusive rights to supply electricity efficiency and conservation activities to NSPI, with regulatory oversight by the UARB. The franchise term was extended to 2025, and a DSM Resource Plan was developed to ensure consistent funding during the Rate Stability Plan.

Section 70
tive Plans. EfficiencyOne intends to proactively submit the model outputs to the UARB, and may be directed to file the models themselves as part of the regulatory process. 4.6.4 Phase II, part b – Regulatory Process The regulatory process...

AI summary EfficiencyOne plans to submit model outputs to the UARB as part of the regulatory process for the 2020-2022 DSM Resource Plan. The successful proponent may be required to answer questions or provide testimony regarding the model and its development. Ongoing support may be required after the regulatory process concludes.

Section 71
roject schedule is outlined in the following table. The Proponent is required to have the resources and capacity to deliver the project scope / scope of services within these indicated timelines. Activity / Milestone Date Project Kick-Off...

AI summary The project schedule outlines key milestones for the ELRAM model development, including kick-off, model configuration, and final model availability by February 2019. Regulatory and technical support timelines are also detailed, with communication responsibilities assigned to Matthew Davidson.

Section 131
Synapse IR-08 Attachment 1, Page 43 of 47 Table 5: Assessment of Non-Controllable Risks Do not list any names or information that can be used to identify the Consultant’s identity. 1. Risk # – Title of the Risk (critical aspect of the scop...

AI summary The text presents two tables from a regulatory proceeding document. Table 5 assesses non-controllable risks, including their descriptions and proposed solutions, while Table 6 evaluates options for added value, their benefits, and potential cost or schedule impacts. Both tables are structured to provide a framework for risk management and value assessment without identifying the consultant.

73609Hearing Order 1 passage
Section 2
8 Intervenor Evidence & Submissions Wednesday, June 13, 2018 Reply Evidence & Submissions by E1 & NSPI Wednesday, June 20, 2018 Document: 261845 AND IT IS FURTHER ORDERED that the Board Regulatory Rules will apply to this matter, including...

AI summary The document outlines procedural orders for a regulatory proceeding, including deadlines for intervenor and reply evidence submissions on June 13 and 20, 2018. It mandates application of the Board's Regulatory Rules, distribution of a Notice of Paper Hearing, and specifies the Clerk of the Board's role in communication.

74839Board Order 5 passages
Section 15
o the EECA Plan for which 5 the UARB orders or directs EfficiencyOne to obtain the approval of the UARB 6 prior to the implementation of such proposed change. 7 (y) “Subcontractor” means any contractor, supplier or consultant hired by 8 Ef...

AI summary The text defines key terms in an agreement involving EfficiencyOne and the Nova Scotia Utility and Review Board (UARB), including definitions of 'Subcontractor' and 'UARB.' It references the Canadian Anti-Spam Legislation (CASL) and includes general provisions about the agreement's interpretation and application.

Section 18
Sections 1 to 27; 23 (b) Schedule “A” - Electricity Efficiency and Conservation Activities; and 24 (c) all other Schedules. 25 2. TERM & RESERVATION OFRIGHTS 26 2.1 The term of this Agreement shall be one (1) year from the Effective Date a...

AI summary This agreement outlines a one-year term (2019) for NSPI to purchase Electricity Efficiency and Conservation Activities (EECA) from EfficiencyOne, with compliance to the Act and UARB oversight. It emphasizes professional execution, environmental safety, and adherence to legal requirements.

Section 37
the Parties shall have thirty (30) days to resolve the dispute (or 26 ten (10) days if either Party notifies the other Party that the matter requires urgent 27 resolution). 28 19.2 Unless the parties agree otherwise, in the event resolutio...

AI summary The agreement outlines a 30-day dispute resolution period (or 10 days for urgent matters) with referral to the UARB if unresolved. EfficiencyOne must continue EECA obligations unless UARB authorizes suspension. Termination provisions allow either party to end the agreement under specific conditions without compensation.

Section 38
pon receipt of such termination notice, EfficiencyOne will 13 Supply Agreement 1 discontinue ail EECA under this Agreement and will only finish such portions of the 2 EECA as may be necessary to preserve and protect the EECA already in pro...

AI summary The text outlines termination clauses in a Supply Agreement between EfficiencyOne and NSPI, detailing obligations upon termination, including discontinuation of EECA services, financial responsibilities, and transition assistance. It also notes the agreement's subjection to UARB oversight.

Section 39
ubject to the general supervision of the 18 UARB. 19 20.4 A Party shall be determined to be in default of its obligations under this Agreement if 20 (each a “Event of Default”): 21 (a) it is in breach of any material term or condition of t...

AI summary The text outlines conditions under which a party may be deemed in default of its obligations, including breach of terms, unauthorized assignments, bankruptcy, or insolvency proceedings. These events are subject to the UARB's oversight and include legal actions such as receivership or asset transfers.

74839Board Order 2 passages
Section 37
the Parties shall have thirty (30) days to resolve the dispute (or 26 ten (10) days if either Party notifies the other Party that the matter requires urgent 27 resolution). 28 19.2 Unless the parties agree otherwise, in the event resolutio...

AI summary The agreement outlines a 30-day (or 10-day for urgent matters) dispute resolution period, with unresolved disputes referred to the UARB under Section 79P of the Act. EfficiencyOne must continue EECA obligations unless UARB authorizes suspension. Termination occurs if EfficiencyOne’s franchise is terminated or UARB approves it, with no compensation for consequential losses.

Section 38
pon receipt of such termination notice, EfficiencyOne will 13 Supply Agreement 1 discontinue ail EECA under this Agreement and will only finish such portions of the 2 EECA as may be necessary to preserve and protect the EECA already in pro...

AI summary The text outlines termination clauses in a supply agreement between EfficiencyOne and NSPI, detailing obligations upon termination, including discontinuation of EECA activities, financial claims, and transition assistance. It also notes UARB's supervisory role and defines events of default.

Disclaimer: These summaries were generated by AI from the filings they describe. We take care to make them accurate, but errors are possible - and they aren't advice. Only the filings themselves are the record: if you're relying on something here, confirm it against the source documents or the Nova Scotia Energy Board's own record. Full disclaimer →