Topic/Matter Intersection

Topic:"Regulatory Oversight" in M09096

Matter: Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities between EfficiencyOne (E1) and Nova Scotia Power Inc.(NS Power), the establishment of a final agreement between the parties, and approval of a 2020-2022 Demand Side Management (DSM) Resource Plan
169 passages 35 documents

Regulatory Oversight across all matters →

E-1-1Application 27 passages
NOTICE OF APPLICATION p. p. 0
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 January 1, 2015, to provide electr...

AI summary EfficiencyOne seeks approval from the Nova Scotia Utility and Review Board for a three-year Supply Agreement with NS Power (2020–2022), including a Demand Side Management plan and a Lifetime Energy Savings Performance Target. The application references the Public Utilities Act and asserts the Order is in the public interest.

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

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

Preamble p. pp. 20-21
or all ratepayers and for the Board. These concerns will be dealt 29 with as part of both the DSM and general ratemaking processes and parties 16 M05522, Navigant: Nova Scotia 2015‐2040 Demand Side Management (DSM) Potential Study , Januar...

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

1 IRP Preferred Resource Plan Trend p. pp. 23-24
1 IRP Preferred Resource Plan Trend 2

AI summary The document discusses the IRP Preferred Resource Plan Trend, focusing on Nova Scotia Power Inc.'s integrated resource planning. Key considerations include regulatory tests and program administration costs under the Public Utilities Act.

12 Is the Preferred Plan Affordable? p. p. 50
12 Is the Preferred Plan Affordable? 13 14 Affordability is recognized as a key factor in DSM planning. In its decision on the 15 2016-2018 DSM Plan, the Board stated it is "specifically directed by the 2014 amendments to the PUA to addres...

AI summary The document discusses the affordability of the Preferred Plan under Nova Scotia's DSM framework. The Board emphasized balancing short-term and long-term affordability, citing its 2015 decision (M06733) that exclusive focus on short-term costs harms ratepayers. The Preferred Plan is deemed affordable as it aligns with the Board's guidance on long-term benefits.

1 7.2.2 Threshold p. pp. 60-61
1 7.2.2 Threshold 2 3 EfficiencyOne proposes the Lifetime Energy Savings performance target be established 4 with a threshold of 75 percent, as opposed to the 90 percent threshold established for 5 shorter term cumulative annual energy and...

AI summary EfficiencyOne proposes a 75% threshold for Lifetime Energy Savings, citing volatility in the metric compared to established targets. The 2017 third-party evaluation found a 25% decrease in savings due to methodological changes, particularly for LED lighting. Lower thresholds reflect the need for refined methodologies as the process matures.

4.2 Existing Residential: Program Description p. p. 112
4.2 Existing Residential: Program Description 15 16 17 18 19 20 21 22 23 14

AI summary The section outlines the Program Description for Existing Residential initiatives under Nova Scotia's regulatory framework, though no detailed content is provided in the excerpt. Key terms and acronyms related to energy efficiency, utility regulation, and program administration are referenced.

4.2.5 Program Design p. pp. 118-121
4.2.5 Program Design

AI summary The section discusses program design within a Nova Scotia regulatory proceeding, involving entities like Nova Scotia Power Inc. (NSP) and Efficiency Nova Scotia (ENS), with focus on demand-side management (DSM), cost tests (TRC, PAC), and energy efficiency initiatives. Key topics include program administration, resource cost analysis, and regulatory compliance.

5.1.2 Enhancements in 2020-2022 p. pp. 134-135
5.1.2 Enhancements in 2020-2022

AI summary This section outlines enhancements implemented between 2020-2022, focusing on regulatory and programmatic developments in Nova Scotia's energy sector, including updates to demand-side management, efficiency programs, and regulatory frameworks.

6.3.3 Regulatory Affairs p. p. 165
6.3.3 Regulatory Affairs Regulatory Affairs activities include NSUARB processes, DSM Advisory Group initiatives and stakeholder consultation work, industry research, and legal work related to regulatory initiatives. - In 2020-2022, Regulat...

AI summary Regulatory Affairs activities involve NSUARB processes, DSM Advisory Group initiatives, stakeholder consultation, industry research, and legal work. In 2020-2022, the focus includes developing the 2023-2025 DSM Resource Plan.

Performance Targets consist of: p. p. 175
Performance Targets consist of: - i. Cumulative annual energy savings; - ii. Cumulative annual system-peak demand savings; and NSUARB would use its discretion to determine appropriate action. iii. Cumulative lifetime energy savings.

AI summary The document outlines three performance targets: cumulative annual energy savings, cumulative annual system-peak demand savings, and cumulative lifetime energy savings. The NSUARB reserves discretion to determine appropriate actions related to these targets.

1 3. METHODOLOGY AND ASSUMPTIONS p. pp. 189-191
1 3. METHODOLOGY AND ASSUMPTIONS 2 This section describes the overall modelling approach and key assumptions. 3

AI summary Section 3 outlines the methodology and key assumptions used in the analysis, focusing on modeling approaches for regulatory proceedings. It sets the foundation for evaluating demand-side management, efficiency programs, and cost tests within Nova Scotia's energy regulatory framework.

9 4.1 OVERALL RATE IMPACTS p. pp. 201-202
9 4.1 OVERALL RATE IMPACTS 10 The general trend in rates, visible in all classes, is that the avoided costs and lost 11 revenues are approximately in balance throughout the life of DSM measures; this 12 means that DSM program cost recovery...

AI summary DSM program cost recovery drives rate impacts, with small (<1.7%) average rate increases across classes from 2020-2022. Avoided costs and lost revenues balance over DSM measures' lifetimes, but annual rate effects peak during 2020-2022 before nearing zero post-2022. Figures 2-4 illustrate average impacts, annual trends, and expenditure comparisons.

IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 282
IN THE MATTER OF THE PUBLIC UTILITIES ACT - and -

AI summary The proceeding is under the Public Utilities Act (PUA), with no further details provided in the text. Key entities and acronyms related to energy efficiency, utility regulation, and demand-side management are contextually referenced.

Q: On whose behalf are you testifying? p. p. 285
Q: On whose behalf are you testifying? - A: I am testifying on behalf of EfficiencyOne. EfficiencyOne has the exclusive right to supply [Nova](http://www.nspower.ca/en/home/about-us/how-we-operate/ens.aspx) - [Scotia](http://www.nspower.ca...

AI summary The witness testifies on behalf of EfficiencyOne, which holds a 10-year exclusive agreement with NS Power to provide efficiency and conservation activities. The agreement is regulated by the Nova Scotia Utility and Regulatory Board (NSUARB), which approves DSM activity levels.

1 VII. Recommendations p. pp. 326-328
1 VII. Recommendations - 2 Q: Please list any recommendations you have for the Board. - 3 A: In this proceeding, I am recommending that the Board commend EfficiencyOne for the proactive - 4 approach they are taking to recognizing the light...

AI summary The testifier recommends the Board commend EfficiencyOne for their proactive approach to lighting transitions and direct them to focus on cost-effective opportunities in C&I markets. They suggest applying successful lighting strategies to other markets and maintaining cost-effectiveness despite rising unit costs, emphasizing the value of efficiency for Nova Scotia's power system and economy.

Testimony as Expert Witness p. pp. 329-330
, EmPOWER Maryland. Written comments on 2012 Q3-Q4 Semi-Annual Report. Presentation and testimony, October 2-3, 2013. - 2011 Maryland Office of People's Counsel. Utility-Specific Comments on the 2012-2014 EmPOWER Maryland Program Plans . C...

AI summary The text lists multiple testimonies and written comments from organizations and individuals regarding energy efficiency, demand response, and utility regulation programs. Key entities include EmPOWER Maryland, Maryland Office of People's Counsel, and Pennsylvania Public Utility Commission, with references to regulatory cases and docket numbers from 2005 to 2013.

Selected Presentations p. pp. 330-331
Selected Presentations - 2017 Sun Shares: Easy and Affordable Solar for Employers and their Employees, American Solar Energy Society, Solar 2017, Denver, Colorado. - 2017 Vermont Solar Market Pathways, American Solar Energy Society, Solar...

AI summary The document lists presentations on renewable energy, efficiency programs, and policy frameworks from 2010 to 2018, featuring organizations like American Solar Energy Society, Efficiency Vermont, and NYSERDA. Topics include solar market pathways, distributed energy integration, and wholesale capacity markets.

Q: Please state your name p. p. 338
Q: Please state your name - 3 A: My name is Glenn Reed. I am a Partner at Energy Futures Group (EFG), an energy efficiency - 4 and renewable energy consulting firm which is headquartered in Hinesburg, Vermont USA. - Q: On whose behalf are...

AI summary Glenn Reed, testifying on behalf of EfficiencyOne (operator of Efficiency Nova Scotia), provides his background in energy efficiency consulting. He highlights his experience with DSM programs, regulatory roles, and advisory work in multiple states, emphasizing his expertise in residential and commercial energy efficiency initiatives.

filed EfficiencyOne 2020-2022 Plan? p. p. 345
Plan? Direct Testimony of Dr. David Hill, Vermont Energy Investment Corporation. In the Matter of the Public Utilities Act and in the Matter of an Application by EfficiencyOne. February 28, 2019.

AI summary Direct testimony from Dr. David Hill of Vermont Energy Investment Corporation in a regulatory proceeding under the Public Utilities Act regarding EfficiencyOne's application. The context involves Nova Scotia Power's efficiency programs and regulatory considerations.

VI. Summary and Conclusion p. p. 353
VI. Summary and Conclusion Q: Given the analyses presented above, do you conclude that EfficiencyOne's proposed

AI summary The document presents a pending conclusion regarding EfficiencyOne's proposed plan, with the NSUARB seeking input on its analyses. Key considerations include the program's alignment with regulatory goals and potential impacts on energy efficiency initiatives.

SELECTEDPROJECTS p. pp. 355-356
SELECTEDPROJECTS - Connecticut Energy Efficiency Board (EEB). Leads residential team to provide oversight of the state's electric and gas residential efficiency programs. Works closely with the state's utilities to develop, implement, and...

AI summary The text highlights the Connecticut Energy Efficiency Board (EEB) and Rhode Island Energy Efficiency Resource Management Council, both involved in overseeing residential energy efficiency programs. EEB manages oversight of electric and gas programs, while the Rhode Island council advises on residential efficiency initiatives and collaborates with National Grid.

GLENN REED, PRINCIPAL p. pp. 356-357
GLENN REED, PRINCIPAL - Massachusetts Energy Efficiency Advisory Council. Provides on-going technical and programmatic advice to, and oversight of, the Massachusetts gas and electric program administrators' residential efficient products (...

AI summary Glenn Reed's experience includes oversight of energy efficiency programs, evaluation of residential and transportation initiatives, and technical support for regulatory proceedings across multiple states. His work spans program design, cost-effectiveness analysis, and stakeholder collaboration in energy efficiency and sustainability efforts.

19. DISPUTE RESOLUTION p. pp. 376-377
19. DISPUTE RESOLUTION - 19.1 In the event of a dispute in connection with this Agreement, a senior representative of EfficiencyOne and a senior representative of NSPI shall promptly meet to discuss and resolve the dispute and the Parties...

AI summary The dispute resolution process requires EfficiencyOne and NSPI to meet promptly to resolve disputes within 30 days (or 10 days for urgent matters). If unresolved, disputes are referred to the UARB under Section 79P of the Act. EfficiencyOne must continue EECA implementation unless prohibited by the UARB.

22. AUDIT AND INSPECTION p. pp. 379-380
22. AUDIT AND INSPECTION - 4 22.1 EfficiencyOne shall, during the Term and for a period of thirty-six (36) months thereafter, 5 keep accurate records of all EECA supplied to NSPI, as necessary to determine that the 6 EECA was provided in a...

AI summary EfficiencyOne must maintain records of EECA provided to NSPI for 36 months post-term. NSPI may request UARB access to these records or inspect EECA. EfficiencyOne must facilitate inspections and ensure safe facilities for audits.

26. GENERAL p. pp. 380-381
26. GENERAL - 2 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. - 3 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respective 4 successors and permitted assigns...

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

Supply Agreement p. p. 381
Supply Agreement 1 2 3 well as any provisions which are required to determine, or which exclude or limit, any liability or which are otherwise required to give effect to or interpret any such provisions which are continuing. 4 [Remainder o...

AI summary The document outlines a supply agreement between Nova Scotia Power Incorporated and EfficiencyOne, including witness signatures and execution details. The agreement includes provisions related to liability and ongoing obligations.

E-3E1 (NSPI) RIRs to IR-1 to IR-69 18 passages
Section 395
Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 100 of 206 APPENDIX A-1: ONTARIO ELECTRICITY SUMMARY Jurisdictional Scan State/Province Ontario Utility/Agency Independent Electricity System Operator (IESO) Fuel Electricity Key...

AI summary This section provides an overview of the electricity market in Ontario, highlighting key entities such as the Ontario Government, the Ontario Energy Board, the Independent Electricity System Operator, and 72 Local Distribution Companies.

Section 396
vernment - Ministry of Energy  Ontario Energy Board (OEB)  Independent Electricity System Operator (IESO)  72 Local Distribution Companies (LDCs) The Ministry of Energy sets policy for the electricity sector, and is able to provide the...

AI summary The Ministry of Energy sets electricity policy in Ontario and provides direction to the IESO and OEB through ministerial directives. The IESO operates electricity markets, contracts with generators, coordinates system planning, and oversees conservation efforts. The OEB regulates LDCs and natural gas utilities, reviewing their rate applications. Conservation activities are funded separately and managed by the IESO.

Section 457
MARKET STRUCTURE OVERVIEW BC Hydro is a provincial Crown corporation. Their mandate is to generate, distribute, purchase and sell electricity. The sole shareholder of BC Hydro is the Province of British Columbia. BC Hydro reports to the Mi...

AI summary BC Hydro, a provincial Crown corporation, is responsible for generating, distributing, and selling electricity in British Columbia. It operates under the oversight of the Ministry of Energy and Mines and the British Columbia Utilities Commission (BCUC). The Integrated Resource Plan and Clean Energy Act guide BC Hydro's long-term strategy, emphasizing demand side management (DSM) and renewable energy investments. The Ministry monitors DSM progress and may direct BCUC on regulatory matters.

Section 546
illage of Spencerport  Village of Springville Electric Systems  Village of Theresa  Village of Wellsville  Village of Westfield Natural Gas Utilities regulated by NYSPSC 5:  Bath Electric, Gas & Water System  Central Hudson Gas & Ele...

AI summary The text lists various electric and natural gas utilities regulated by the New York State Public Service Commission (NYSPSC), along with the New York Independent System Operator (NYISO), which manages wholesale electricity markets in the state.

Section 567
content/uploads/sites/5/2015/12/EE-Study_v4.pdf Gas) 146 We change the way people use energy Date Filed: March 29, 2019 NS Power IR-15 Attachment 1 Page 163 of 206 APPENDIX A-7: NEW YORK (NYSERDA) SUMMARY Jurisdictional Scan State/Province...

AI summary This section provides an overview of the electricity market in New York, highlighting key entities such as the New York Department of Public Service, NYSERDA, and the New York Independent System Operator. It outlines the jurisdictional context for energy regulation and management in the region.

Section 568
ission)  New York State Energy Research and Development Authority (NYSERDA)  New York Independent System Operator (NY-ISO)  Electricity Utilities New York Public Service Commission The New York Public Service Commission regulates and ov...

AI summary The text outlines the regulatory framework in New York, highlighting the roles of the New York Public Service Commission, the NY-ISO, and electric utilities. The Public Service Commission oversees energy conservation programs and released the REV strategy to promote renewable energy and advanced energy management. The NY-ISO manages wholesale electricity markets and provides planning data.

Section 577
Services Board (PSB)  ISO New England (ISO-NE)  Vermont Electric Power Company (VELCO)  transmission company state owned  17 Electric Utilities

AI summary The document lists entities involved in the energy sector, including the Public Services Board (PSB), ISO New England (ISO-NE), Vermont Electric Power Company (VELCO), and 17 electric utilities. These entities are likely participants or stakeholders in regulatory proceedings.

Section 578
Efficiency Vermont was the first state-wide energy efficiency utility of its kind in North America. It was established in 1999 through regulation from the PSB. Efficiency Vermont runs through a contract between the PSB and VEIC, the curren...

AI summary Efficiency Vermont was established in 1999 by the PSB to administer state-wide energy efficiency programs. It operates through a contract with VEIC, an independent not-for-profit. The PSB oversees the EEU Program and sets the Energy Efficiency Charge (EEC) on utility bills. Burlington Electric Department also administers similar programs.

Section 579
nd review the performance of those resources. For the current cycle, the electricity efficiency is provided by Efficiency Vermont and Burlington Electric Department. ISO New England (ISO-NE) is the Regional Transmission Organization (RTO)...

AI summary The text discusses the role of Efficiency Vermont and Burlington Electric Department in providing electricity efficiency in the current cycle. It also introduces ISO New England (ISO-NE), its objectives, and Vermont Electric Power Company (VELCO), which operates Vermont’s bulk transmission system and participates in regional planning with ISO-NE. The document also lists the number and types of electric utilities in Vermont.

Section 670
NS Power IR-15 Attachment 1 Page 205 of 206 Appendix B – Consolidated Calculator/Tool Requirements

AI summary This section outlines the consolidated calculator/tool requirements as part of the NS Power IR-15 Attachment 1. It focuses on the technical specifications and functionalities needed for the tools used in the regulatory process.

Section 779
es of baseline products and estimates of market potential. As previously noted, these types of inputs were among the data points program staff most often found challenging. While program staff noted they did not consistently approach incen...

AI summary The document discusses challenges faced by program staff in setting incentives, including inconsistent approaches prior to the current process. However, all staff with experience in incentive setting reported that their decisions were documented and justified. The new process was seen as beneficial for consistency in information and documentation. Program staff also collaborated with others during the incentive review process and consulted the regulatory team for assistance.

Section 975
• Regulatory Affairs. 21 22 Response IR-26: 23 24 a) Table 1 below provides level of expenditure by year (2016, 2017, 2018) for each category 25 of Enabling Strategies. 26 Date Filed: March 29, 2019 E1 (NS Power) IR-26 Page 1 of 6 Efficien...

AI summary The document provides a table showing expenditures by year (2016, 2017, 2018) for Enabling Strategies categories, including Development and Research, Education and Outreach, and other categories like Regulatory Affairs and Codes and Standards. Total expenditures for Enabling Strategies are also listed for each year.

Section 987
NON-CONFIDENTIAL 1 Regulatory Affairs 2 Regulatory Affairs activities enable EfficiencyOne to meet its regulatory requirements and 3 provide a fair and transparent process for stakeholders and Nova Scotians to offer input 4 into DSM Resour...

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

Section 994
gement and comment, as opposed to “publication” which serves the purpose of announcing a new or amended regulation becoming effective (pending any enforcement delay as indicated by NRCan). Date Filed: March 29, 2019 E1 (NS Power) IR-28 Pag...

AI summary The text discusses the distinction between 'publication' and 'notice and comment' in regulatory processes, and includes a table of residential and commercial product categories under efficiency regulations. It references a proceeding involving EfficiencyOne and Nova Scotia Power Inc.

Section 1296
orial governments, it would contribute to the objective of the Canadian Free Trade Agreement by reducing and eliminating, to the extent possible, barriers to the movement of goods within Canada. Internationally, Canada has benefited from a...

AI summary The text discusses international regulatory cooperation between Canada and the U.S. to align energy efficiency standards, reduce regulatory barriers, and lower GHG emissions. It highlights the benefits of the Amendment to the Energy Efficiency Regulations, 2016, including reduced energy costs and environmental benefits.

Section 1310
unless it is marked for replacement use only, have a direct vent configuration. 2 Fireplace efficiency ≥ 50% The product must be capable of http://www.gazette.gc.ca/rp­pr/p1/2018/2018­10­20/html/reg3­eng.html 25/44 Date Filed: March 29, 20...

AI summary The text discusses regulations amending the Energy Efficiency Regulations, 2016, specifically focusing on fireplace efficiency standards and ignition system requirements. It includes technical specifications such as automatic pilot flame extinguishing and efficiency thresholds.

Section 1366
by fuel. 31 SOR/2016­311 a S.C. 2009, c. 8, s. 5 b S.C. 1992, c. 36 Government of Canada activities and initiatives #YourBudget2018 – Advancement (https://www.budget.gc.ca/2018/docs/themes/advancement­advancement­en.html? utm_source=CanCa&...

AI summary The document contains links to the Canadian government's 2018 budget themes, including advancement, reconciliation, and progress, along with references to regulations amending the Energy Efficiency Regulations, 2016. These documents highlight initiatives and activities related to energy efficiency and Indigenous reconciliation.

Section 2001
Finally, one region uses the PAC alone, and one uses the SCT alone. We note an absence of consistency in the terms used, such that MTRC and SCT can to some extent be interchangeable. WWW.DUNSKY.CA 24 Date Filed: March 29, 2019 NS Power IR-...

AI summary The text highlights inconsistencies in the use of terms like MTRC and SCT across different regions, with some regions using one or the other exclusively. It also references case studies, including Massachusetts and California, that use alternative approaches to the standard TRC.

E-42018 DSM Annual Progress Report 4 passages
EfficiencyOne p. p. 0
EfficiencyOne IN THE MATTER OF The Public Utilities Act, RSNS 1989, c 380, as amended, - and – IN THE MATTER OF EfficiencyOne's 2018 Annual Progress Report.

AI summary The document outlines a regulatory proceeding under the Public Utilities Act, RSNS 1989, c 380, as amended, focusing on EfficiencyOne's 2018 Annual Progress Report. The proceeding evaluates EfficiencyOne's compliance and performance under the Act.

3 UPDATES ON ITEMS ARISING FROM THE 2016-2018 REGULATORY PROCESS p. p. 51
3 UPDATES ON ITEMS ARISING FROM THE 2016-2018 REGULATORY PROCESS 2 3 4 5 6 7 1 Throughout the 2016-2018 DSM Resource Plan regulatory process, various items arose from or were deferred under the NSUARB Order, 31 the NSUARB-approved 2016-201...

AI summary The text outlines updates on unresolved items from the 2016-2018 DSM Resource Plan regulatory process, referencing the NSUARB Order, Consensus Agreement, and Quantum Agreement. It highlights deferred matters under these documents and their status as of 2018.

3.1 Locational DSM Efforts p. p. 51
3.1 Locational DSM Efforts 10 11 12 13 14 In accordance with the NSUARB's direction in its Order dated October 17, 2015, EfficiencyOne and NS Power filed a collaborative report on locational DSM efforts (i.e., geotargeting), on 23 December...

AI summary EfficiencyOne and NS Power filed collaborative reports on locational DSM efforts in response to NSUARB orders and letters. The Quantum Agreement, though not approved by NSUARB, has non-financial provisions being pursued via the DSM Advisory Group. References include M06733 and M07815, along with the 2016-2018 DSM Resource Plan.

3.2 Cost-Effectiveness Testing p. p. 51
3.2 Cost-Effectiveness Testing In the 2016-2018 Quantum Agreement, the DSM Advisory Group agreed to work to achieve consensus as to the methodology and assumptions of the cost- effectiveness screening test to be applied to future DSM Resou...

AI summary The 2016-2018 Quantum Agreement and EfficiencyOne's 2016 Settlement Agreement established collaboration with the DSM Advisory Group to refine cost-effectiveness testing methods for DSM Resource Plans, including quantifying non-energy benefits. EfficiencyOne engaged Vermont Energy Investment Corporation (VEIC) for analysis, filed an application with NSUARB in 2018, and faced regulatory delays due to stakeholder consultation requests.

E-52018 DSM Evaluation Reports 3 passages
Table 6: Regulatory Oversight of Reviewed Programs p. p. 6
Table 6: Regulatory Oversight of Reviewed Programs Organization Regulated Regulatory Body Efficiency Vermont Yes Vermont Department of Public Service Energize Connecticut Yes, via participating utilities Connecticut Public Utilities Regula...

AI summary Table 6 lists organizations and their regulatory oversight bodies, including Efficiency Vermont, Energize Connecticut, National Grid Rhode Island, Fortis BC, NB Power, and Efficiency Nova Scotia, each under the jurisdiction of specific provincial regulatory authorities.

4.1.1 Summary of Adjustments to Gross Savings – Audit Path p. p. 62
4.1.1 Summary of Adjustments to Gross Savings – Audit Path The on-site visits revealed common and significant errors in tracked values recorded by SBEAs. The issues with tracked savings in the sampled audit path projects were not specific...

AI summary On-site visits identified significant errors in tracked savings values recorded by SBEAs. Discrepancies were found between tracked and revised values for HVAC and lighting measures, leading to a one-time adjustment applied to audit path gross savings without extrapolation.

Table 6: Gross Savings Adjustments – DIY Path p. p. 62
Table 6: Gross Savings Adjustments – DIY Path Population Energy Savings Peak Demand Savings Total Sample Overall Margin of Adjustment Ratio Error Overall Adjustment Ratio Margin of Error 501 40 0.929 4.1% 0.620 5.3% 5 AMH pilot projects we...

AI summary Table 6 presents gross savings adjustments for the DIY path, including energy savings and peak demand savings with their respective margin of error percentages. The table includes a total population and sample size, along with adjustment ratios and error margins. Note 5 indicates that AMH pilot projects were excluded from the audit path on-site visits.

E-7Practices & Procedures Evaluatoin: Site Visit Quality Assurance 3 passages
Practices and Procedures Evaluation: Site Visit Quality Assurance p. p. 0
Practices and Procedures Evaluation: Site Visit Quality Assurance Final Report December 21, 2018 Prepared by 3934 NE Martin Luther King Jr. Blvd., Suite 300 Portland, Oregon 97212 www.researchintoaction.com

AI summary A final report evaluating site visit quality assurance practices and procedures, prepared by Research Into Action, Inc. on December 21, 2018. The document outlines an assessment of methodologies used to ensure quality in site visits, though specific findings or recommendations are not detailed in the provided text.

3.1.2. Current QA Management and Roles p. p. 15
3.1.2. Current QA Management and Roles ENS program managers develop the protocols for QA site visits, oversee their quality and quantity, ensure reported equipment matches installed equipment, ensure site visits are performed on time, and...

AI summary ENS program managers oversee QA protocols, site visits, and data accuracy. QA committee members review site visit results and customer experiences for process improvements. SDMs serve on the QA committee and oversee programs. The CDMC role is being established, with current responsibilities including data collection and reporting to CRA.

3.3. Effectiveness of Site Visit Practices and Procedures p. pp. 18-20
3.3. Effectiveness of Site Visit Practices and Procedures The evaluation team provides details about effectiveness of ENS's site visit sampling, site visit planning and implementation, and data collection in the following subsections.

AI summary The evaluation team will assess the effectiveness of ENS's site visit practices, including sampling, planning, implementation, and data collection, in subsequent subsections.

E-8Verification Report by H. Gil Peach 2 passages
Mission Statement p. p. 2
Mission Statement With extensive experience in North America we can provide the full range of evaluation, verification, policy, management, planning, regulatory adaptation services – wherever and whenever there is a need.

AI summary The organization highlights its extensive North American experience and offers a comprehensive range of services including evaluation, verification, policy, management, planning, and regulatory adaptation, available wherever and whenever needed.

Suggested Citation: p. p. 2
Suggested Citation: Peach, H. Gil & C. Eric Bonnyman, Verification Review of Program Year 2018 Evaluation Results, Report for the Nova Scotia Utility and Review Board. H. Gil Peach & Associates, April 2019.

AI summary A 2019 report by H. Gil Peach & Associates, commissioned by the Nova Scotia Utility and Review Board, conducts a verification review of the 2018 program evaluation results. The report assesses the accuracy and methodology of prior evaluations related to utility programs in Nova Scotia.

E-9NSPI Evidence 7 passages
Nova Scotia Utility and Review Board p. p. 4
Nova Scotia Utility and Review Board IN THE MATTER OF The Public Utilities Act, R.S.N.S. 1989, c.380, as amended

AI summary This proceeding pertains to the Public Utilities Act, R.S.N.S. 1989, c.380, as amended, under the jurisdiction of the Nova Scotia Utility and Review Board.

Q. Can you summarize how NS Power proposed to treat DSM programs in the IRP? p. p. 48
Q. Can you summarize how NS Power proposed to treat DSM programs in the IRP? A. Yes. NS Power proposed using a separate regulatory process outside of the IRP, i.e. , the 2016-2018 DSM Resource Plan. 14 Consensus on the appropriate level of...

AI summary NS Power proposed using a separate regulatory process (2016-2018 DSM Resource Plan) outside the IRP for DSM programs. Stakeholders disagreed on optimal EE levels, but consensus was reached on the need to establish an adjustable optimal EE level for the IRP process, using IRP-provided data to determine resource needs.

4 Q. How did Mr. Reed determine a peer group for purposes of comparing EfficiencyOne's Preferred Plan against those in other jurisdictions? p. p. 58
4 Q. How did Mr. Reed determine a peer group for purposes of comparing EfficiencyOne's Preferred Plan against those in other jurisdictions? - 6 A. As I understand it, Mr. Reed developed a peer group based on "several leading North American...

AI summary Mr. Reed formed a peer group using ACEEE's 2017 scorecards, selecting top administrators from U.S. states and non-utility programs. The respondent argues this excluded Canadian provinces, contradicting the North American peer group objective.

Q. Is Mr. Reed's benchmarking analysis between EfficiencyOne and other program administrators a true apples-to-apples comparison? p. p. 69
rams of these data as Figure 6, Figure 7, and 14 Figure 8. 15 & lt;sup>63 EfficiencyOne Evidence, Appendix A, Table 2. & lt;sup>64 See the Board's decision in M08604. 65 Appendix B of "The 2018 State Energy Efficiency Scorecard," American...

AI summary The text references EfficiencyOne's evidence, a Board decision (M08604), and multiple American Council for an Energy-Efficient Economy (ACEEE) energy efficiency scorecards from 2014–2018, which may be relevant to benchmarking analyses in regulatory proceedings.

FINDINGS p. pp. 109-110
FINDINGS

AI summary The document outlines key acronyms and entities relevant to a Nova Scotia regulatory proceeding, including organizations like Nova Scotia Power, Inc. (NSP), programs such as Demand Side Management (DSM), and legislation like the Regulations of Nova Scotia (R.S.N.S.). No specific findings or arguments are detailed in the provided text.

TRANSACTION SUPPORT p. p. 110
TRANSACTION SUPPORT Advised Eversource and United Illuminating Holdings on the economic and financial criteria to incorporate in a long term PPA with Dominion Energy's Millstone nuclear plant to retain carbon free energy. Advised ISO-NE on...

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

ASSOCIATIONS (CURRENT AND PAST) p. p. 110
ASSOCIATIONS (CURRENT AND PAST) American Gas Association International District Energy Association Northeast Gas Association Northeast Energy and Commerce Association (prior Board Member)

AI summary The document lists current and past associations linked to the proceeding, including energy and gas industry groups. Notable entries include the American Gas Association and the Northeast Energy and Commerce Association, which had a prior Board Member.

E-12E1 (EAC) RIR-1 to RIR-14 1 passage
NON-CONFIDENTIAL p. p. 12
wed its comments at the October 24, 2018 DSMAG meeting. NS Power also shared Excel files supporting its comments with the group on November 21, 2018. NS Power filed reply comments on December 3, 2018. ENS provided its written response to a...

AI summary NS Power and ENS (EfficiencyOne) exchanged comments and documents regarding DSMAG discussions and RBIA model changes. ENS scheduled a DSMAG meeting to address NS Power's proposed alterations and adjust timelines for the 2020-2022 DSM Resource Plan.

E-14E1 (IG) RIR-1 to RIR-25 4 passages
5. NOTIFICATION OF SIGNIFICANT CHANGES p. p. 33
5. NOTIFICATION OF SIGNIFICANT CHANGES 5.1 EfficiencyOne shall provide notice of Significant Changes to NSPI at the same time as EfficiencyOne makes application to the UARB for the approval of the Significant Changes. Subject to the terms...

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

19. DISPUTE RESOLUTION p. p. 40
19. DISPUTE RESOLUTION - 19.1 In the event of a dispute in connection with this Agreement, a senior representative of EfficiencyOne and a senior representative of NSPI shall promptly meet to discuss and resolve the dispute and the Parties...

AI summary The dispute resolution process involves EfficiencyOne and NSPI attempting to resolve disputes within 30 days (or 10 days for urgent matters), with unresolved disputes referred to the UARB under Section 79P of the Act. EfficiencyOne must continue EECA implementation unless directed otherwise by UARB.

26. GENERAL p. pp. 43-44
26. GENERAL - 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. - 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respective successors and permitted assigns of the...

AI summary The agreement outlines general terms, including renewal conditions, jurisdiction under Nova Scotia law, enforceability, and UARB approval requirements. It clarifies EfficiencyOne's independent contractor status, prohibits binding NSPI without authorization, and ensures the agreement's enforceability unless deemed unenforceable by a court.

27. SURVIVAL p. pp. 44-45
27. SURVIVAL 27.1 Subject to the provisions of the Act, all provisions of this Agreement which by their express terms or nature are continuing shall survive the expiration or termination of this Agreement, including, without limitation, th...

AI summary This section outlines the survival of certain provisions in the agreement upon its expiration or termination, including confidentiality, indemnity, intellectual property, and other key terms. These provisions are essential for continuing obligations and liability limitations.

E-16E1 (NSUARB) RIR-1 to RIR-10 2 passages
1 Request IR-01:
1 Request IR-01: 2 3 In its Application, EfficiencyOne (E1) is requesting Board approval to include Lifetime 4 Energy Savings (LES) as an additional performance target. Since the effective useful life of 5 specific measures will greatly ex...

AI summary EfficiencyOne (E1) requests approval to add Lifetime Energy Savings (LES) as a performance target, relying on estimated Effective Useful Life (EUL) values. The NSUARB questions the confidence in EUL estimates, equal weighting of targets, and accountability implications. E1 notes limited quantitative data on EUL uncertainty but observes consistency in EUL values for common equipment.

NON-CONFIDENTIAL
NON-CONFIDENTIAL Request IR-02: On page 5 of its Application, E1 stated, with emphasis included: The Standardized Filing Framework directs that the Preferred Resource Plan identified in Nova Scotia Power's Integrated Resource Plan ("IRP")...

AI summary E1 asserts that its Preferred DSM Resource Plan aligns with Nova Scotia Power's 2014 IRP until an updated IRP is approved by the NSUARB. E1 questions whether it can adjust its 2020-2022 DSM portfolio without financial penalties if future IRP analysis recommends lower DSM levels due to sector transformations and changing input factors.

E-17E1 (SBA) RIR-1 to RIR-49 3 passages
Section 7 p. p. 0
E1 Responses to Small Business Advocate (SBA)

AI summary The document contains responses provided to the Small Business Advocate (SBA) in a regulatory proceeding. It highlights the interaction between the SBA and other entities involved in the process.

Section 28 p. p. 0
E1 Responses to Small Business Advocate (SBA)

AI summary The document contains responses provided to the Small Business Advocate (SBA) in a regulatory proceeding.

2. Energy Efficiency Potential Methodology p. p. 27
2. Energy Efficiency Potential Methodology

AI summary The section outlines the methodology for assessing energy efficiency potential, referencing organizations and regulatory frameworks involved in Nova Scotia's energy efficiency initiatives. Key entities include Nova Scotia Power, EfficiencyOne, and Efficiency Nova Scotia Corporation, with emphasis on demand-side management and regulatory data analysis.

E-18E1 (Synapse) RIR-1 to RIR-47 3 passages
2017 Summary of Actions (from EfficiencyOne reply comments) p. p. 86
2017 Summary of Actions (from EfficiencyOne reply comments)

AI summary The 2017 Summary of Actions outlines EfficiencyOne's reply comments in a Nova Scotia regulatory proceeding, though specific details of the actions or arguments are not provided in the text.

NEW_1) Which avoided costs to use when avoided cost estimates change p. p. 86
NEW_1) Which avoided costs to use when avoided cost estimates change

AI summary The document addresses the regulatory challenge of selecting appropriate avoided cost estimates when initial projections change, involving Nova Scotia Power (NSP) and the Nova Scotia Utility and Review Board (NSUARB). The discussion centers on methodology for updating avoided costs in utility proceedings, with implications for demand-side management and rate design.

NEW_3) Line losses p. p. 86
NEW_3) Line losses

AI summary The document section 'NEW_3) Line losses' is part of a Nova Scotia regulatory proceeding, though no substantive content or analysis is provided in the text. Key entities and topics related to utility regulation and line loss management are implied but not explicitly detailed.

E-20NSPI (CA) RIR1 to RIR-54 - Redacted 1 passage
NON-CONFIDENTIAL p. p. 84
NON-CONFIDENTIAL 1 Response IR-52: 2 3 From Richard Levitan, Levitan & Associates, Inc.: 4 5 (a) E1 presumably has the conventional private business interest in growing its business, and 6 a "desired outcome" is one that pursues that goal....

AI summary The response from Richard Levitan discusses the conventional private business interest in growth and the neoclassical economic theory of firm behavior. It argues that while growth motives are correlated with social welfare, imperfect competition and regulation may affect outcomes. Levitan emphasizes the importance of transparency in the process of adding constraints to models.

E-23NSPI (IG) RIR-1 to RIR-10 - Redacted 7 passages
Nova Scotia Utility and Review Board p. p. 12
Nova Scotia Utility and Review Board IN THE MATTER OF The Public Utilities Act, R.S.N.S. 1989, c.380, as amended

AI summary This document pertains to a regulatory proceeding under the Public Utilities Act, R.S.N.S. 1989, c.380, as amended, overseen by the Nova Scotia Utility and Review Board (NSUARB). The proceeding involves the application of the Act to regulate utility services in Nova Scotia.

1 6.0 ENVIRONMENTAL AND EMISSIONS REGULATORY REQUIREMENTS 2 3 6.1 Renewable Electricity Requirements 4 5 The Nova Scotia Renewable Electricity Standard (RES) includes a renewable energy 6 requirement for NS Power of 25 percent of energy sales in 2015, and 40 percent in 2020. 7 8 In addition to these requirements, Nova Scotia has a Community Feed-in-Tariff 9 (COMFIT) for projects which include community ownership that are connected to the distribution system and Net Metering legislation for renewable projects.[14](#page-37-1) 10 The current 11 Net Metering program was initiated in July 2011, and implementation of the COMFIT 12 program occurred in September 2011. 13 14 On April 8, 2016, the Province amended the Renewable Electricity Regulations to allow 15 NS Power to include COMFIT projects in its RES compliance planning. It also amended 16 the Regulations to remove the "must-run" requirement of the Port Hawkesbury biomass generating facility.[15](#page-37-2) 17 NS Power continues to have contractual obligations associated with 18 operation and maintenance of this biomass co-generation facility. 19 20 NS Power has complied with the renewable electricity requirement in all applicable 21 years. From 2015 through to 2017 the Company served 26.6 percent, 28 percent and 29 22 percent of sales, respectively, using qualifying renewable energy sources. NS Power's 23 production tracking and forecast for the current year indicate that renewable electricity 24 compliance will also be achieved for the year 2018. 25 p. pp. 36-37
1 6.0 ENVIRONMENTAL AND EMISSIONS REGULATORY REQUIREMENTS 2 3 6.1 Renewable Electricity Requirements 4 5 The Nova Scotia Renewable Electricity Standard (RES) includes a renewable energy 6 requirement for NS Power of 25 percent of energy sa...

AI summary Nova Scotia's Renewable Electricity Standard (RES) mandates 25% (2015) and 40% (2020) renewable energy sales for NS Power. COMFIT and Net Metering programs support community and small-scale renewables. Regulatory amendments in 2016 allowed COMFIT inclusion in RES compliance and removed the 'must-run' requirement for the Port Hawkesbury biomass facility. NS Power exceeded RES targets in 2015-2017 and forecasts 2018 compliance.

4 6.3 Upcoming Policy Changes p. pp. 43-44
4 6.3 Upcoming Policy Changes 5 Until the recent federal coal phase-out policy changes announced in the fall of 2016, [26](#page-44-1) 6 7 NS Power's operation of and planning for its coal-fired generation units has been 8 proceeding consi...

AI summary Nova Scotia's coal phase-out policy evolved with federal amendments to carbon emission regulations. NS Power previously adhered to the Equivalency Agreement (2015-2016), but a new 2016 agreement-in-principle allows limited coal plant operations beyond 2030. Ongoing discussions between Nova Scotia and the federal government address regulatory amendments, with NS Power providing input.

2020-2022 DSM IG IR-05 Attachment 1 Page 51 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. pp. 57-59
2020-2022 DSM IG IR-05 Attachment 1 Page 51 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) 1 The 138 kV transmission system is approximately 1871 km in length and is comprised of 27 criteria require the overall adequacy and security of...

AI summary The document discusses the 138 kV transmission system's length and compliance with NERC and NPCC standards. It outlines the Bulk Power System (BPS) and Bulk Electric System (BES) definitions, including NS Power's adoption of the NERC BES definition and its exception procedure for 100 kV or higher transmission elements.

2020-2022 DSM IG IR-05 Attachment 1 Page 56 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. p. 62
2020-2022 DSM IG IR-05 Attachment 1 Page 56 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED)

AI summary This redacted document is an attachment from a Nova Scotia regulatory proceeding related to Demand Side Management (DSM) initiatives between 2020-2022. It references confidential information removed from Page 56 of 158 in the IR-05 submission, indicating sensitive content related to utility planning, interconnection processes, and regulatory oversight.

1 9.0 REGIONAL DEVELOPMENT p. pp. 63-64
1 9.0 REGIONAL DEVELOPMENT 2 3 9.1 Maritime Link

AI summary The section titled '9.0 REGIONAL DEVELOPMENT' introduces the topic of regional development, with a subsection '9.1 Maritime Link' indicating a focus on regional infrastructure or connectivity, likely related to energy systems or transportation.

2018 10 Year System Outlook Report Appendix A Page 1 of 4 2020-2022 DSM IG IR-05 Attachment 1 Page 71 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. p. 76
2018 10 Year System Outlook Report Appendix A Page 1 of 4 2020-2022 DSM IG IR-05 Attachment 1 Page 71 of 158 REDACTED (CONFIDENTIAL INFORMATION REMOVED) 2014 IRP Action Item IRP Reference 2018 10YSO Report Reference Status During 2015, con...

AI summary The 2018 10 Year System Outlook Report discusses ongoing efforts to coordinate the electric system with Newfoundland and New Brunswick, including annual updates to the UARB, discussions on the need for a second 345 kV line, and exploring mechanisms for regional unit commitment and reserve sharing.

E-24NSPI (NSUARB) RIR-1 to RIR-24 - Redacted 2 passages
RESIDENTIAL SOLAR MARKET OUTLOOK p. p. 24
RESIDENTIAL SOLAR MARKET OUTLOOK

AI summary The document outlines the residential solar market outlook in Nova Scotia, involving key stakeholders such as Nova Scotia Power, Efficiency Nova Scotia, and the Nova Scotia Utility and Regulatory Board. It highlights the role of demand-side management and regulatory considerations for solar adoption.

APPENDIX B: KEY INPUTS AND ASSUMPTIONS p. p. 56
APPENDIX B: KEY INPUTS AND ASSUMPTIONS

AI summary This appendix lists key acronyms and their expansions relevant to a Nova Scotia regulatory proceeding, including terms related to energy efficiency, utility regulation, and renewable energy initiatives. No substantive content is provided beyond the acronym definitions.

78478Board Decision 7 passages
IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 0
IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities b...

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

3.1 Level of DSM Spending for 2020-2022 p. p. 7
ters the Board considers appropriate. The term "affordability" is not defined in the PUA. - [24] In its decision on the 2016-2018 DSM Plan, the Board discussed how it should interpret affordability: The Board finds that the inclusion of Se...

AI summary The Board evaluates DSM spending affordability under the PUA, emphasizing a balance between short-term rate impacts and long-term cost savings. It rejects exclusive focus on short-term affordability, citing potential harm to ratepayers. The 2016-2018 DSM Plan's spending was deemed affordable despite being lower than prior years and the 2014 IRP recommendations, aligning with ratepayers' best interests.

3.7.1 HomeWarming Program p. p. 17
3.7.1 HomeWarming Program [55] Under the Consensus Agreement, and with the apparent agreement of the Clean Foundation, the HomeWarming Program, funded through a charitable contribution by NS Power, will be operated and administered by E1 f...

AI summary The HomeWarming Program, funded by NS Power via a charitable contribution, is administered by E1 for three years starting 2020. Not requiring Board approval due to non-ratepayer funding, but the Board mandates segregation of records to prevent ratepayer fund misuse and proper charging of E1's work to the program.

3.8 DSM Advisory Group p. pp. 17-18
3.8 DSM Advisory Group - [56] The Consensus Agreement noted that the existing DSMAG will develop revised Terms of Reference that will enhance the development of future DSM applications including: - 7. The existing DSMAG will develop revise...

AI summary The Consensus Agreement outlines revisions to the DSM Advisory Group's Terms of Reference, emphasizing stakeholder engagement, affordability criteria, and long-term planning. E1 and NS Power committed to including Mi'kmaq representation, which the Board approved. Key issues include updated avoided cost methodologies, DSM plan timelines, and joint filing formats.

Signed and dated effective this 4th day of June 2019. p. p. 22
Signed and dated effective this 4th day of June 2019. Nova Scotia Power Incorporated Witness Per: Consumer Advocate Witness Per: Small Business Advocate Witness Per: Industrial Group Witness Per: Affordable Energy Coalition Witness Per: Ec...

AI summary The document outlines a regulatory proceeding involving Nova Scotia Power Incorporated and various stakeholders, including the Consumer Advocate, Small Business Advocate, Industrial Group, and the Affordable Energy Coalition. It includes witness information and references to EfficiencyOne and the Ecology Action Centre. The document is dated effective June 4, 2019.

Preamble p. p. 22
eneral Rate Application subject to UARB approval. NS Power agrees to support adoption of this methodology in a manner that does not result in additional material regulatory burden being imposed on E1. - 6. The HST Refund, together with any...

AI summary NS Power agrees to support a methodology for the HST Refund return via FAM without additional regulatory burden. DSMAG will revise terms of reference for DSM Plans, focusing on stakeholder engagement, avoided cost updates, and affordability criteria. If unresolved by June 30, 2020, UARB will determine the terms.

APPENDIX "A" p. p. 22
APPENDIX "A" - 1 & lt; EfffdeneyOne (El) and Heritage Gas (HG) will engage In a collaborative study/rovlow, at the cost of E1t ofthe program design and operation of the Custom incentive Program related to YRF electric heat pump measures in...

AI summary A settlement agreement between EfficiencyOne (E1) and Heritage Gas (HG) outlines a collaborative study on the Custom Incentive Program's electric heat pump measures in Multi-Unit Residential Buildings (MURBs) where natural gas is available. The study, with a September 30, 2019, deadline, includes restrictions on new financial commitments by E1 during the review period. Disputes will be referred to the Nova Scotia Utility and Review Board (NSUARB).

78774Board Order 2 passages
Preamble
take on these issues in future proceedings, including arguments based on the evidence filed in this proceeding. END yy 1 M09O96 IN THE MATTER OF: THE PUBLIC UTILITIES ACT and- IN THE MATTER OF: An application by EfficiencyOne forApproval o...

AI summary EfficiencyOne seeks approval for a supply agreement with Nova Scotia Power Inc. (NS Power) for electricity efficiency activities and a 2020-2022 Demand Side Management (DSM) Resource Plan. The proceeding involves the Public Utilities Act and references future arguments based on filed evidence.

APPENDIX "A"
APPENDIX "A" - 1. EfficiencyOne (El) and Heritage Gas (HG) will engage in a collaborative study/review, at the cost of E1, of the program design and operation of the Custom Incentive Program related to VRF electric heat pump measures in Mu...

AI summary EfficiencyOne (E1) and Heritage Gas (HG) agree to collaborate on a study of the Custom Incentive Program for VRF electric heat pumps in Multi Unit Residential Buildings (MURBs) with natural gas availability. The study includes timelines, restrictions on new financial commitments during the study period, and potential referral of disputes to the Nova Scotia Utility and Review Board (NSUARB).

77430Synapse (NSPI) IR-1 to IR-41 1 passage
NON-CONFIDENTIAL INFORMATION REQUESTS
NON-CONFIDENTIAL INFORMATION REQUESTS To: Nova Scotia Power Inc. Mr. Brian Curry, LL.B. Senior Regulatory Counsel By email: [[email protected]](mailto:[email protected]) From: Synapse Energy Economics, Inc. Board Counsel Consulta...

AI summary A non-confidential information request from Synapse Energy Economics, Inc. to Nova Scotia Power Inc. regarding regulatory matters, with responses due by May 13, 2019. The request includes details on submission requirements and contact information for both parties.

77433EAC (E1) IR-1 to IR-14 1 passage
Request IR-1 p. p. 0
Request IR-1 Please provide all analysis and workpapers showing that the preferred plan contains the optimal amount of energy efficiency, and describe why it results in lower efficiency compared to the optimal scenarios in the 2014 IRP and...

AI summary The request seeks analysis and workpapers to justify the preferred plan's optimal energy efficiency, questioning why it results in lower efficiency than the 2014 IRP and Synapses 2018 scenarios. It also asks E1 to explain their estimate of maximum cost-effective potential.

77434EAC (NSPI) IR-1 to IR-7 1 passage
Request IR-1
Request IR-1 Please provide NSP's most current avoided costs for both energy and capacity from years 2020-2040.

AI summary The document requests Nova Scotia Power Inc. (NSP) to provide its most recent avoided costs for energy and capacity from 2020 to 2040.

77575NSPI's Confidential Undertaking 1 passage
NOVA SCOTIA UTILITY AND REVIEW BOARD
NOVA SCOTIA UTILITY AND REVIEW BOARD IN THE MATTER OF: The Public Utilities Act , R.S.N.S. 1989, c.380 as amended - and - IN THE MATTER OF: EfficiencyOne (E1) Application for Approval of Supply Agreement for Electricity Efficiency and Cons...

AI summary The Nova Scotia Utility and Review Board is considering EfficiencyOne's (E1) application to approve a supply agreement with Nova Scotia Power Inc. (NS Power) for electricity efficiency and conservation activities, along with the establishment of a final agreement and approval of a 2020-2022 Demand Side Management (DSM) Resource Plan under the Public Utilities Act.

77854Letter from EOne enclosing qualifications for each person appearing on panel 2 passages
Preamble p. p. 0
James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] File No. 41736-72 June 6, 2019 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Doreen Friis, Regulatory Affairs Offi...

AI summary EfficiencyOne submits information to the Nova Scotia Utility & Review Board regarding its application for approval of a supply agreement with Nova Scotia Power (NS Power), establishment of a final agreement, and approval of a 2020–2022 Demand Side Management (DSM) Resource Plan ahead of a June 10, 2019 hearing.

THE BRETON LAW GROUP p. p. 0
THE BRETON LAW GROUP James R. Gogan GINA THOMPSON CPA BA Bio for DSM 2020-2022 Plan Hearing at NSUARB – June 10, 2019 I am a Chartered Professional Accountant and have a Bachelor of Arts degree. I am the Director of Finance and Regulatory...

AI summary The text provides bios for Gina Thompson and Sarah Chiasson, who are involved in the DSM 2020-2022 Plan hearing before the NSUARB. They have backgrounds in finance, regulatory affairs, and energy efficiency. Their roles at EfficiencyOne and Efficiency Nova Scotia are detailed, along with their previous experience. The Breton Law Group is the firm preparing these testimonies.

78143Closing Submission - AEC 1 passage
Key Evidence
Key Evidence Nova Scotians experience among the highest rates for electricity in Canada, while at the same time facing the lowest median incomes 3 and that energy efficiency measures are the most cost effective means of reducing energy cos...

AI summary Nova Scotia faces high electricity rates and low incomes, with energy efficiency measures being the most cost-effective for reducing costs. However, the province lags behind others like Manitoba, Prince Edward Island, British Columbia, and Ontario in electricity savings targets. Concerns are raised about the Board's evaluation methods not fully accounting for non-energy benefits in the Total Resource Cost (TRC) test.

78144Closing Submission - SBA 1 passage
Section 2
savings as a performance target to the DSMAG. The SBA supports the HST Refund, together with interest, being refunded to customers through the FAM, as set out at clause 6 of the Consensus Agreement. The SBA does have some concern with the...

AI summary The SBA supports the HST Refund with interest via the FAM but raises concerns about the Settlement Agreement between E1 and Heritage Gas, which excludes DSMAG from input on the study's terms. The SBA argues that DSMAG should provide feedback to ensure equitable input, as E1 will fund the study. The statement is submitted by E.A. Nelson Blackburn, Q.C., on behalf of the SBA.

78145Closing Submission - CA 1 passage
(iv) E1's Track Record of Estimating Resource Costs p. p. 0
(iv) E1's Track Record of Estimating Resource Costs In her direct testimony Alice Napoleon, Consultant Board Counsel (E-37 at p. 13), recommended that "E1 investigate factors that led to the overestimation of the budget in the past DSM pla...

AI summary Alice Napoleon recommended E1 investigate past overestimations in DSM plans. Mr. MacDonald agreed to fulfill this recommendation. The Consumer Advocate submitted closing arguments, with William L. Mahody as counsel. The investigation aims to assess if overestimation factors persist in E1's current environment.

78147Closing Submission - ANSMC and KMKNO 1 passage
IN THE MATTER OF THE PUBLIC UTILITIES ACT — AND — p. p. 0
IN THE MATTER OF THE PUBLIC UTILITIES ACT — AND —

AI summary The document pertains to a regulatory proceeding under the Public Utilities Act, though no specific arguments, entities, or procedural details are provided in the excerpt. The context indicates a legal or regulatory matter involving utility-related oversight.

78152Closing Submission - IG 1 passage
DEMAND REDUCTION/DEMAND RESPONSE p. p. 0
proposing your plan will it speak to demand reduction or will it speak to demand reduction/demand response to give you the flexibility to achieve some of these, these measures that may be agreed on? MacDonald: I don't think the reason in o...

AI summary The discussion centers on whether compliance filings should specify fund allocation for demand reduction versus demand response. MacDonald argues flexibility is needed to shift funds between initiatives, while Rubin seeks confirmation of E1's ability to reallocate funds to demand response programs. The Industrial Group recommends affirming E1's mandate to pursue cost-effective demand response within its budget.

78478Board Decision 5 passages
IN THE MATTER OF THE PUBLIC UTILITIES ACT p. p. 0
IN THE MATTER OF THE PUBLIC UTILITIES ACT - and - IN THE MATTER OF AN APPLICATION by EfficiencyOne (E1) to the Nova Scotia Utility and Review Board for Approval of a Supply Agreement for Electricity Efficiency and Conservation Activities b...

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

3.1 Level of DSM Spending for 2020-2022 p. p. 7
ters the Board considers appropriate. The term "affordability" is not defined in the PUA. - [24] In its decision on the 2016-2018 DSM Plan, the Board discussed how it should interpret affordability: The Board finds that the inclusion of Se...

AI summary The Board emphasizes balancing short-term rate impacts with long-term cost savings in DSM programs, citing Section 79L of the PUA. It criticizes exclusive focus on short-term affordability, arguing it undermines long-term benefits for ratepayers. The 2016-2018 DSM Plan's lower spending was deemed affordable while aligning with ratepayer interests.

3.7.1 HomeWarming Program p. p. 17
3.7.1 HomeWarming Program [55] Under the Consensus Agreement, and with the apparent agreement of the Clean Foundation, the HomeWarming Program, funded through a charitable contribution by NS Power, will be operated and administered by E1 f...

AI summary The HomeWarming Program, funded by NS Power through a charitable contribution, is administered by E1 for three years starting January 1, 2020. As it is not ratepayer-funded, it doesn't require Board approval, but the Board mandates segregation of program records to prevent ratepayer funds from being used and to ensure proper charging of E1 employees' work to the program.

Signed and dated effective this 4th day of June 2019. p. p. 22
Signed and dated effective this 4th day of June 2019. Nova Scotia Power Incorporated Witness Per: Consumer Advocate Witness Per: Small Business Advocate Witness Per: Industrial Group Witness Per: Affordable Energy Coalition Witness Per: Ec...

AI summary The document outlines a regulatory proceeding involving Nova Scotia Power Incorporated and various stakeholders, including the Consumer Advocate, Small Business Advocate, Industrial Group, and the Affordable Energy Coalition. EfficiencyOne is also listed as a witness, with a representative named Brian C. Curry. The document includes multiple parties and entities involved in the proceeding.

APPENDIX "A" p. p. 22
APPENDIX "A" - 1 & lt; EfffdeneyOne (El) and Heritage Gas (HG) will engage In a collaborative study/rovlow, at the cost of E1t ofthe program design and operation of the Custom incentive Program related to YRF electric heat pump measures in...

AI summary EfficiencyOne (E1) and Heritage Gas (HG) agree to collaborate on a study of the Custom Incentive Program's electric heat pump measures in Multi-Unit Residential Buildings (MURBs). The study includes timelines for completion, restrictions on new financial commitments during the review period, and provisions for NSUARB involvement if disagreements arise.

78612Compliance Filing 14 passages
DSM Advisory Group p. p. 12
DSM Advisory Group - EfficiencyOne has committed to updating the Terms of Reference of the DSM Advisory - Group. Consistent with the Consensus Agreement, this process will begin with direct - stakeholder engagement beginning in Q3 2019. Ef...

AI summary EfficiencyOne committed to updating the DSM Advisory Group's Terms of Reference via stakeholder engagement starting Q3 2019, with a June 2020 deadline. The Assembly of Nova Scotia Mi'kmaq Chiefs now has a permanent seat on the group. Non-completion by June 2020 would trigger NSUARB involvement.

Appendix A p. pp. 13-15
Appendix A 2020-2022 DSM Resource Plan

AI summary Appendix A outlines the 2020-2022 Demand Side Management (DSM) Resource Plan, focusing on energy efficiency initiatives under the Nova Scotia Utility and Review Board (NSUARB) oversight. The plan involves the Demand Side Management Advisory Group (DSMAG) and aligns with the Integrated Resource Plan (IRP) framework.

Preamble p. pp. 21-212
saving targets for 2020-2022. The purpose of the DSM Resource Plan is to: • outline DSM targets, objectives, performance metrics, strategies, and budgets for 2020-2022; Deeper energy savings is defined as providing ENS support to enable cu...

AI summary The DSM Resource Plan outlines energy efficiency targets, strategies, and budgets for 2020-2022, emphasizing deeper energy savings through ENS support for customer upgrades. It also describes EfficiencyOne's three-year electricity efficiency program direction and forms the basis for a DSM Supply Agreement under the Public Utilities Act.

5.1.2 Enhancements in 2020-2022 p. pp. 63-64
5.1.2 Enhancements in 2020-2022

AI summary The section titled '5.1.2 Enhancements in 2020-2022' outlines improvements implemented during this period, though no specific details are provided in the text. The context includes regulatory and program-related acronyms relevant to Nova Scotia's utility and energy sectors.

5.2.2 Enhancements in 2020-2022 p. pp. 69-70
5.2.2 Enhancements in 2020-2022

AI summary Section 5.2.2 outlines regulatory enhancements in Nova Scotia from 2020-2022, focusing on demand-side management, cost allocation methodologies, and efficiency programs. Key entities include the NSUARB, ENS, and DSMAG, with acronyms related to utility regulation and energy efficiency initiatives.

Rate and Bill Impact Analyses p. p. 97
Rate and Bill Impact Analyses EfficiencyOne will file its historical Rate and Bill Impact Analysis (RBIA) by October 31st of each year. The historical RBIA estimates the high-level, long-term impact to rates and bills of all DSM activities...

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

5.2.2 Enhancements in 2020-2022 p. pp. 173-174
5.2.2 Enhancements in 2020-2022

AI summary The section outlines enhancements implemented between 2020 and 2022, though specific details are not provided in the text. Key acronyms related to energy management, regulatory bodies, and programs are listed for reference.

5.2.6 Implementation Strategy p. pp. 177-178
5.2.6 Implementation Strategy

AI summary The section outlines the implementation strategy for Demand Side Management (DSM) programs, referencing regulatory bodies like NSUARB and efficiency initiatives such as ENS. Key acronyms related to cost allocation, evaluation, and regulatory processes are listed.

5.3.2 Enhancements in 2020-2022 p. pp. 182-183
5.3.2 Enhancements in 2020-2022

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

10 11 12 p. p. 187
10 11 12

AI summary This section of the Nova Scotia regulatory proceeding outlines key entities, programs, and acronyms related to energy management and utility regulation. It references organizations like NSUARB, programs such as DSM, and methodologies like CAM and WACC, highlighting their roles in efficiency initiatives and cost allocation.

8.7.1 Definitions p. p. 205
8.7.1 Definitions To provide clarity, the following definitions are used: Performance Metric: A quantifiable measure that is used to track and assess the status of a specific achievement. Performance Indicators: A set of particular perform...

AI summary Defines terms like Performance Metrics, Indicators, Targets, and Thresholds. Mentions the Consensus Agreement to the 2016-2018 DSM Resource Plan and the Standardized Filing Framework approved by NSUARB (M07543).

12. PERFORMANCE REQUIREMENTS AND EVALUATIONS p. p. 220
12. PERFORMANCE REQUIREMENTS AND EVALUATIONS 12.1 EfficiencyOne's performance under the terms of this Agreement shall be measured in accordance with the performance requirements established by the UARB pursuant to Section 79M of the Act as...

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

19. DISPUTE RESOLUTION p. pp. 223-224
19. DISPUTE RESOLUTION - 19.1 In the event of a dispute in connection with this Agreement, a senior representative of EfficiencyOne and a senior representative of NSPI shall promptly meet to discuss and resolve the dispute and the Parties...

AI summary The dispute resolution process requires EfficiencyOne and NSPI to meet promptly to resolve disputes within 30 days (or 10 days for urgent matters). If unresolved, disputes are referred to the UARB under Section 79P of the Act. EfficiencyOne must continue EECA implementation unless authorized by the UARB to suspend it.

26. GENERAL p. pp. 227-228
26. GENERAL - 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. - 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respective successors and permitted assigns of the...

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

79681Executed Supply Agreement from EOne and NS Power 6 passages
(m) . "Franchise Holder" has the meaning ascribed to it in the Act. p. pp. 5-8
(m) . "Franchise Holder" has the meaning ascribed to it in the Act. 1 2 3 4 (n) "Governmental Authority" means any federal, provincial, regional, municipal or local government or authority or other political subdivision thereof and entity...

AI summary The text defines key terms such as 'Franchise Holder' and 'Governmental Authority' within a regulatory context, focusing on legal and environmental definitions related to governance and hazardous substances.

22 19. DISPUTE RESOLUTION p. p. 15
22 19. DISPUTE RESOLUTION - 23 19.1 In the event of a dispute in connection with this Agreement, a senior representative of EfficiencyOne and a senior representative of NSPI shall promptly meet to discuss and resolve the dispute and the Pa...

AI summary The dispute resolution process requires EfficiencyOne and NSPI to meet promptly to resolve disputes within 30 days (or 10 days for urgent matters). If unresolved, disputes are referred to the UARB under Section 79P of the Act. EfficiencyOne must continue EECA implementation unless prohibited by the UARB.

27. SURVIVAL p. pp. 19-21
27. SURVIVAL 27.1 Subject to the provisions of the Act, all provisions of this Agreement which by their express terms or nature are continuing shall survive the expiration or termination of this Agreement, including, without limitation, th...

AI summary This section outlines that certain provisions of the agreement will continue to be in effect even after the agreement expires or is terminated, including provisions related to the EECA Plan, covenants, confidentiality, indemnity, and intellectual property.

Preamble p. p. 27
3 1. 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 The Parties agree that for the purpose of this Agreement "Confidential Information" means all information, regardless of the form in which it is communicated or maintained...

AI summary The text defines 'Confidential Information' within the context of an agreement, including all forms of information shared between parties, particularly in response to requests from the Nova Scotia Utility and Review Board. It outlines the scope of what constitutes confidential information, including reports, analyses, intellectual property, and other sensitive data.

2.1 Cost-Effectiveness p. pp. 44-46
2.1 Cost-Effectiveness 4 6 7 8 To assess the cost-effectiveness of the 2020-2022 DSM Resource Plan, EfficiencyOne used two industry standard screening tests: the TRC test and the Program Administrator Cost (PAC) test. The TRC was used as t...

AI summary EfficiencyOne assessed the 2020-2022 DSM Resource Plan using TRC and PAC tests. The TRC test, mandated by NSUARB decision M03669, requires a TRC of I or greater. PAC test results, excluding voluntary contributions, provide additional cost-effectiveness insights. Results are detailed in Table 1.

5.2.2 Enhancements in 2020-2022 p. p. 88
5.2.2 Enhancements in 2020-2022 2

AI summary The section outlines enhancements made by Nova Scotia Power and related programs between 2020-2022, focusing on energy efficiency and demand-side management initiatives. Key entities include NSP, NSPI, and EECA, with references to TRC and PAC methodologies.

80915EfficiencyOne Performance Alignment Study 21 passages
2. BACKGROUND p. p. 3
2. BACKGROUND - EfficiencyOne is providing to the Nova Scotia Utility and Review Board EfficiencyOne's - Performance Alignment Study conducted by KPMG as Attachment A. During the 2020-2022 DSM - Resource Plan regulatory process, Intervenor...

AI summary EfficiencyOne is providing a Performance Alignment Study by KPMG to the NSUARB, following the Board's 2019 Order to investigate overestimated costs in DSM programs. The study, initiated in October 2019, includes cost reviews, variance analysis, and jurisdictional comparisons.

4.2 Enhancements to Current Reporting p. pp. 5-6
4.2 Enhancements to Current Reporting - EfficiencyOne agrees that including additional forecast information in current reporting may - provide the NSUARB and stakeholders with additional insight and greater understanding on how - DSM Plan...

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

Restrictions and Disclaimer p. pp. 10-11
Restrictions and Disclaimer This report is intended solely to assist EfficiencyOne with conducting the study to assess the factors that resulted in its historic underspending of planned Demand Side Management (DSM) budgets and historic exc...

AI summary KPMG's confidential report for EfficiencyOne outlines its limited scope, non-liability, and use restrictions. It is not legal advice or an audit, intended solely for internal use or NSUARB submission. Key entities include EfficiencyOne, KPMG, NSUARB, and the DSM program.

1 Executive summary p. p. 11
1 Executive summary EfficiencyOne was directed by the Nova Scotia Utility and Review Board (NSUARB) to conduct a performance alignment study. The study included a review of EfficiencyOne's historic underspending of planned Demand Side Mana...

AI summary EfficiencyOne was directed by the NSUARB to conduct a performance alignment study on its DSM budgets and energy savings from 2013 to 2022. The study aimed to assess historical underspending and overachievement of targets, with KPMG engaged to analyze DSM Resource Plans.

Overview of DSM Resource Planning p. pp. 11-12
Overview of DSM Resource Planning As per the Public Utilities Act , Nova Scotia Power Inc. (NSPI) is required to undertake cost-effective electricity efficiency and conservation activities that are reasonably available in an effort to redu...

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

Focus of Study p. p. 12
Focus of Study As part of this study, we answered the following questions posed by the NSUARB: - 1. Whether there is an upward bias in EfficiencyOne's estimate of resource costs; - 2. What are the factors that led to a historic overestimat...

AI summary The study addresses three NSUARB questions regarding EfficiencyOne's resource cost estimates, historic overestimation factors, and current operating environment. It focuses on how EfficiencyOne developed these estimates, using previous submissions and interviews with Efficiency Vermont and Maine.

EfficiencyOne Performance Alignment Study April 21, 2020 p. p. 13
of the updates to admin cost in 2020-2022 had supporting calculations), we did not see documented rationale for the updates to historical information for some measure level incentive and admin costs. Overall, while we did not consistently...

AI summary The document highlights concerns about insufficient documentation for updates to administrative costs and historical information in EfficiencyOne's DSM plans. While assumptions may be supported by analysis, the lack of full documentation hampers assessment. Recommendations include improving documentation linkage to studies and evaluations. Long-term DSM plans face uncertainties due to evolving market conditions and customer behavior.

NSUARB Question 2: What are the factors that led to a historic overestimation? p. pp. 14-15
NSUARB Question 2: What are the factors that led to a historic overestimation? In consideration of Question 2, we noted the following circumstances related to 2015 and 2016-2018: - − EfficiencyOne identified that it relied heavily on a thi...

AI summary EfficiencyOne's reliance on a third-party modeller (Navigant) for the 2016-2018 DSM Plan contributed to overestimation. Limited Canadian comparables forced reliance on US-based Efficiency Vermont and Maine. The single planning process for 2016-2018 led to underspending, though estimates were part of a unified plan approved by the NSUARB.

Factors of overestimation – Result of management decision p. p. 17
Factors of overestimation – Result of management decision EfficiencyOne overestimated customer participation in Custom . Custom Retrofit, as a program component, is the highest cost program offered by EfficiencyOne. The 2016-2018 planned b...

AI summary EfficiencyOne overestimated customer participation in the Custom Retrofit program, leading to lower-than-planned costs. The 2015 Continuation Plan relied on historical data adjusted for future expectations rather than detailed measure-level modeling, which may reduce accuracy. NSUARB is involved in the regulatory review of these cost estimation methods.

3. Whether the factors that led to the overestimation continue to be present in EfficiencyOne's current operating environment p. pp. 21-22
3. Whether the factors that led to the overestimation continue to be present in EfficiencyOne's current operating environment KPMG worked with EfficiencyOne to assess whether the factors that resulted in variances in the past, as identifie...

AI summary KPMG assesses whether past factors causing variances in EfficiencyOne's DSM planning remain present, noting EfficiencyOne's improved maturity since 2015. The NSUARB focused on post-2015 plans, while context is provided for the 2013-2015 ENSC Plan. A jurisdictional review of Efficiency Vermont and Efficiency Maine Trust informs the analysis.

Overview of EfficiencyOne p. p. 22
Overview of EfficiencyOne As outlined in EfficiencyOne's 2018 Annual Report: "EfficiencyOne ("the Corporation") was incorporated in July 2014 under the Canada Not ‐ for ‐ profit Corporations Act . "Under Section 79C of the Public Utilities...

AI summary EfficiencyOne was incorporated in 2014 under the Canada Not-for-profit Corporations Act. Under the Public Utilities Act, it holds an exclusive franchise until 2025 to supply NS Power with electricity efficiency and conservation activities.

2.1 Key terms and concepts p. p. 23
- DSM Resource Plan A future-looking Plan that outlines the proposed programs and strategies for achieving energy and system-peak demand savings targets for the time period covered by the Plan. The purpose of the Plan is to outline DSM tar...

AI summary The document outlines the DSM Resource Plan, which sets energy and demand-saving targets, and discusses the transition of DSM administration from NSPI to ENSC in 2010. It also describes Enabling Strategies, the Franchise Model granting EfficiencyOne exclusive rights under the Public Utilities Act, and the Full Resource Modelling Approach involving third-party analysis. ENSC ceased operations in 2015.

Purpose of the DSM Resource Plan p. pp. 27-28
Purpose of the DSM Resource Plan As per the Public Utilities Act , NSPI is required to undertake cost-effective electricity efficiency and conservation activities that are reasonably available in an effort to reduce costs for its customers...

AI summary NSPI is required by the Public Utilities Act to develop three-year DSM Resource Plans to reduce costs through efficiency programs. The NSUARB reviews and approves these plans, involving stakeholders through meetings and regulatory processes. EfficiencyOne develops the plans, with past examples including the 2016-2018 and 2020-2022 plans.

DSM Resource Plan Development p. pp. 28-29
DSM Resource Plan Development EfficiencyOne relies on external consultants to support the DSM planning process. Historically, this has included consultants such as: - Dunsky Energy Consulting to provide insight on energy efficiency perform...

AI summary EfficiencyOne uses external consultants (e.g., Navigant, VEIC) for DSM planning, relying on models to generate three-year resource plans. Input tables include incentive costs and energy savings, while outputs are adjusted iteratively. Plans are filed with NSUARB, allowing stakeholder input and public hearings before final approval.

Improvements within 2020-2022 DSM Resource Plan p. pp. 31-32
Improvements within 2020-2022 DSM Resource Plan EfficiencyOne's DSM Resource Plan development process has evolved over time as the organization has matured. The following improvements in the process were noted during the course of our anal...

AI summary EfficiencyOne's 2020-2022 DSM Resource Plan improved documentation and methodology compared to 2016-2018, using historic data and implementing an ISP. The 2016-2018 Plan relied on third-party models and lacked detailed documentation. The ISP, approved by NSUARB, standardizes incentive-setting processes for DSM programs.

3.2 Response to NSUARB Question 1 p. p. 33
3.2 Response to NSUARB Question 1 We did not see evidence of an upward bias in EfficiencyOne's estimate of resource costs. We did see evidence of the following based on review of documentation and discussions with EfficiencyOne:

AI summary The response indicates no upward bias in EfficiencyOne's estimate of resource costs but notes other evidence found during the review. However, the specific evidence is not detailed in the provided text.

Factors of overestimation – Inherent in the maturity of the organization p. pp. 37-38
Factors of overestimation – Inherent in the maturity of the organization The maturity of EfficiencyOne and the organization's access to information and experience. EfficiencyOne has been operating for 10 years, and has been operating as th...

AI summary EfficiencyOne's maturity and data availability influenced the accuracy of its DSM Plans. Early Plans (2015, 2016-2018) had limited documentation and experience, while the 2020-2022 Plan showed improved traceability and precision. The NSUARB reviewed documentation and noted opportunities for further DSM planning maturity.

Factors of overestimation – Result of management decision p. p. 40
Factors of overestimation – Result of management decision EfficiencyOne overestimated customer participation in Custom . Custom Retrofit, as a program component, is the highest cost program offered by EfficiencyOne. The 2016-2018 planned b...

AI summary EfficiencyOne overestimated customer participation in the Custom Retrofit program, leading to lower-than-planned costs. The 2015 Continuation Plan relied on historical data adjusted for future expectations rather than detailed measure-level modeling, which may reduce accuracy. NSUARB is involved in the regulatory review of these cost estimation methods.

6 Jurisdictional review p. p. 57
6 Jurisdictional review We conducted a jurisdictional review, which involved conducting a one-hour interview with representatives from Efficiency Vermont (run by Vermont Energy Investment Corporation – VEIC) and Efficiency Maine Trust to u...

AI summary A jurisdictional review involved interviewing Efficiency Vermont (managed by VEIC) and Efficiency Maine Trust to understand their DSM planning processes. The review's findings were limited to discussion, with a summary provided.

In light of the objective and scope, the following is a summary of our engagement approach: p. pp. 64-65
of EfficiencyOne to identify why and how the plan assumptions and the plan implementation experience was different. For both cost projections and energy saving estimates, we performed the following: - Assessed the assumptions used in estim...

AI summary The analysis evaluated cost projections and energy saving estimates by assessing assumptions, identifying variances, and conducting jurisdictional interviews. EfficiencyOne collaborated with KPMG to interview other jurisdictions using a standard guide, with participation voluntary and findings incorporated into the report without standalone deliverables.

Overview of 2020-2022 DSM Resource Plan development p. pp. 66-67
Overview of 2020-2022 DSM Resource Plan development In the development of the 2020-2022 DSM Resource Plan, EfficiencyOne engaged Navigant Consulting to provide modelling support. EfficiencyOne worked with Navigant to determine the inputs i...

AI summary EfficiencyOne collaborated with Navigant Consulting to develop the 2020-2022 DSM Resource Plan, which underwent regulatory review by the NSUARB. The process involved modeling support and reference to prior evidence from the 2019 plan.

81348Letter from EOne enclosing Revised Terms of Reference 2 passages
Section 1 p. p. 0
James R. Gogan Direct Dial: 902-563-5920 Email[: [email protected]](mailto:[email protected]) File No. 41736-133 June 30, 2020 Nova Scotia Utility & Review Board PO Box 1692, Unit "M" Halifax, Nova Scotia B3J 3S3 Attention: Cryst...

AI summary EfficiencyOne revised the Demand Side Management Advisory Group (DSMAG) Terms of Reference per the Nova Scotia Utility and Review Board (NSUARB) directive in matter M09096. The revision involved stakeholder consultations and adherence to the Consensus Agreement, aiming to enhance future DSM Plan applications through collaborative processes and stakeholder engagement.

Section 2 p. p. 0
. The revised terms will focus on a collaborative and facilitated process with representation of the UARB, intended to keep stakeholders engaged on key DSM issues and development of future DSM Plans. - a. Development of a calendar and fram...

AI summary The revised terms aim to enhance stakeholder engagement in DSM planning through a collaborative process with the UARB, including updated avoided cost methodologies, stakeholder input timelines, joint filing formats, affordability criteria, and information sharing. The Terms of Reference introduce an 18-month rolling calendar and technical conferences to streamline information flow, as supported by EfficiencyOne.

81349DSMAG Revised Terms of Reference 6 passages
Introduction p. p. 1
Introduction EfficiencyOne (E1) is the current franchise holder of the Efficiency Nova Scotia (ENS) franchise. ENS is a franchise pursuant to Nova Scotia's Public Utilities Act ("PUA") with the exclusive right to supply Nova Scotia Power I...

AI summary EfficiencyOne (E1) holds the Efficiency Nova Scotia (ENS) franchise under Nova Scotia's Public Utilities Act (PUA), obligating Nova Scotia Power Incorporated (NS Power) to enter EECA agreements with E1. The NSUARB regulates ENS and NS Power, with the DSM Plan setting EECA investment levels and savings targets as mandated by the PUA.

Composition p. pp. 1-3
Composition Membership in the DSMAG is intended to be representative of key stakeholder interests on matters relevant to DSM. Membership of the DSMAG consists of, but is not limited to, a representative from each of the following: - E1; -...

AI summary The DSMAG comprises stakeholders including E1, NS Power, consumer advocates, and industry representatives. Membership is open to organizations with DSM interests. NS Power has a specific role due to its utility status, contractual obligations, and responsibility for collecting DSM funds. Collaboration between E1 and NS Power is emphasized for transparency and timely input to the DSMAG.

Objectives p. pp. 3-4
Objectives The administration and operation of the DSMAG is funded by Nova Scotia ratepayers, and it is in the best interests of ratepayers that the DSMAG functions as an effective advisory group, meeting the objectives set out herein. The...

AI summary The DSMAG, funded by Nova Scotia ratepayers, serves as a consultative body to facilitate discussions on demand-side management (DSM) and enhance DSM plan development. It lacks authority to bind E1’s decisions. Objectives include fostering collaboration among members and aligning with the Public Utilities Act (PUA) provisions governing E1 and NS Power.

Deliverables: p. p. 4
Deliverables: To achieve this objective, the DSMAG shall: - Consider and discuss any emerging and/or key DSM issues; - Consider and discuss the respective responsibilities of E1 and NS Power in relation to future DSM applications generally...

AI summary The DSMAG is tasked with discussing DSM issues, reviewing E1 and NS Power responsibilities, analyzing NSUARB orders, and managing DSM Plan updates. E1 will maintain a SharePoint list for emerging issues, prepare agendas, and organize technical sessions. Members must engage with agendas and provide feedback during meetings.

DSM Resource Plan Development and Application p. p. 4
DSM Resource Plan Development and Application The DSMAG shall provide a forum for E1 to provide detail on its programs for the benefit of Members and the sectors they represent, and to engage Members in focused and collaborative discussion...

AI summary The DSMAG will facilitate E1's program details for Members, engage them in collaborative discussions on future DSM plans, and ensure a timely engagement process before submitting a DSM Resource Plan application to the NSUARB.

Deliverables: p. p. 4
Deliverables: To achieve this outcome and benefit, the DSMAG shall develop and adopt a process whereby: - 1. E1 shall identify, in a timely manner, proposed applications, requests or questions for determination it intends to file with the...

AI summary The DSMAG outlines a process for E1 to identify regulatory filings with the NSUARB, schedule stakeholder meetings, and establish a Prehearing Process for member feedback. Submissions during this process are confidential but must align with future regulatory positions, aiming to reduce contested matters before the NSUARB.

84486DSMAG Revised Terms of Reference 2021 Revisions Clean 4 passages
Introduction p. p. 1
Introduction EfficiencyOne (E1) is the franchise holder of the Efficiency Nova Scotia (ENS) franchise. ENS is a franchise pursuant to Nova Scotia's Public Utilities Act ("PUA") with the exclusive right to supply Nova Scotia Power Incorpora...

AI summary EfficiencyOne (E1) holds the Efficiency Nova Scotia (ENS) franchise under the Public Utilities Act (PUA), providing electricity efficiency and conservation activities (EECA) to Nova Scotia Power Incorporated (NS Power). The Nova Scotia Utility and Review Board (NSUARB) regulates ENS and NS Power. A Demand-Side Management (DSM) Plan outlines EECA investment levels and savings targets mandated by the PUA.

Composition p. pp. 1-3
Composition Membership in the DSMAG is intended to be representative of key stakeholder interests on matters relevant to DSM. Membership of the DSMAG consists of, but is not limited to, a representative from each of the following: - E1; -...

AI summary The DSMAG includes diverse stakeholders such as consumer advocates, industry representatives, and NS Power. NS Power has a specific role due to its contractual obligations and responsibility for collecting DSM funds. E1 retains sole discretion in approving new members, ensuring balanced participation in DSM discussions.

Objectives p. pp. 3-4
Objectives The administration and operation of the DSMAG is funded by Nova Scotia ratepayers, and it is in the best interests of ratepayers that the DSMAG functions as an effective advisory group, meeting the objectives set out herein. The...

AI summary The DSMAG, funded by Nova Scotia ratepayers, serves as a consultative body to facilitate discussions on demand-side management (DSM) and enhance future DSM plans. It does not bind E1's decisions but promotes collaboration among stakeholders under the PUA. Key objectives include sharing perspectives and improving DSM engagement processes.

Narrowing Issues in Dispute p. pp. 7-8
Narrowing Issues in Dispute To the extent possible, the Members shall attempt to narrow issues in dispute, and resolve disagreements. With respect to issues arising in proceedings that are to be determined by the NSUARB, E1 may, in its sol...

AI summary The NSUARB outlines a structured process for narrowing disputes among Members, involving the DSMAG. The Chair prepares a chart detailing disputed issues, facilitates discussions, and escalates unresolved matters to the NSUARB if consensus cannot be reached.

84487DSMAG Revised Terms of Reference 2021 Revisions Redline 4 passages
Introduction p. p. 1
Introduction EfficiencyOne (E1) is the current franchise holder of the Efficiency Nova Scotia (ENS) franchise. ENS is a franchise pursuant to Nova Scotia's Public Utilities Act ("PUA") with the exclusive right to supply Nova Scotia Power I...

AI summary EfficiencyOne (E1) holds the Efficiency Nova Scotia (ENS) franchise under Nova Scotia's Public Utilities Act (PUA), providing electricity efficiency and conservation activities (EECA) to Nova Scotia Power Incorporated (NS Power). The Nova Scotia Utility and Review Board (NSUARB) regulates ENS and NS Power. EECA, defined by the PUA, includes demand-side management (DSM), with a DSM Plan setting investment levels and savings targets mandated by the PUA. NS Power must enter an agreement with E1 for EECA, subject to NSUARB approval.

Objectives p. pp. 3-4
Objectives The administration and operation of the DSMAG is funded by Nova Scotia ratepayers, and it is in the best interests of ratepayers that the DSMAG functions as an effective advisory group, meeting the objectives set out herein. The...

AI summary The DSMAG, funded by Nova Scotia ratepayers, serves as a consultative body to facilitate discussions on demand side management (DSM) and enhance collaboration in DSM planning. It does not bind E1's discretion in DSM franchise activities. Key objectives include member perspective sharing and stakeholder engagement under the PUA.

DSM Resource Plan Development and Application p. p. 4
DSM Resource Plan Development and Application The DSMAG shall provide a forum for E1 to provide detail on its programs for the benefit of Members and the sectors they represent, and to engage Members in focused and collaborative discussion...

AI summary The DSMAG will facilitate E1's program details and member engagement for future DSM plans, ensuring timely and collaborative input before submitting a DSM Resource Plan application to the NSUARB. The process emphasizes stakeholder participation and structured review.

Narrowing Issues in Dispute p. pp. 7-8
Narrowing Issues in Dispute To the extent possible, the Members shall attempt to narrow issues in dispute, and resolve disagreements. With respect to issues arising in proceedings that are to be determined by the NSUARB, E1 may, in its sol...

AI summary The document outlines a structured process for narrowing disputes among Members, led by the Chair and involving the DSMAG and NSUARB. Key steps include agenda placement, chart preparation, discussion, and escalation to the NSUARB if consensus cannot be reached. The process aims to resolve disagreements efficiently.

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 →