E-12027-2031 DSM Plan Application
62 passages
2. REGULATORY AND POLICY CONTEXT - The following sections set out the regulatory and policy context for the 2027–2031 DSM Plan and explain - how E1 has responded to each requirement in developing this Application.
AI summary Section 2 outlines the regulatory and policy context for the 2027–2031 DSM Plan, explaining how E1 has addressed each requirement in developing its Application.
2.1.1 PUBLIC UTILITIES ACT - This Application must comply with the requirements set out in the Public Utilities Act , R.S.N.S. 1989, c. - 380 (" PUA "). An overview of these obligations is set out below. Notably, since the last multi-year...
AI summary The document outlines obligations under the Public Utilities Act (PUA) for NS Power, including demand-side management (DSM) requirements. Legislative changes via Bill 228 (2022) and Bill 6 (2025) extended DSM mandates and plan terms. NS Power must enter DSM agreements with franchise holders, while the Minister of Energy oversees franchise granting for efficiency programs.
2.1.4 PROVINCIAL CLIMATE CHANGE POLICY The statutory considerations outlined in ERBA's section 6(2), as well as the goals of DSM as set out in section 79A of PUA, establish the primary mandate for DSM. While the Province's climate and ener...
AI summary Nova Scotia's Provincial Climate Change Policy emphasizes demand-side management (DSM) under the Public Utilities Act (PUA) to reduce electricity costs while aligning with climate goals. The Clean Power Plan outlines transitioning to renewable energy, grid modernization, and affordability, guided by legislative acts like the Environmental Goals and Climate Change Reduction Act. The Nova Scotia Energy Board (NSEB) balances regulatory mandates with environmental objectives.
n the vendor's product. Reporting presented a significant challenge, with simple queries taking approximately four weeks to fulfill, further reinforcing the platform's limitations as a marketing tool. Second, customer navigation and usabil...
AI summary The document highlights challenges with a vendor's platform, including slow reporting (four weeks for simple queries) and poor usability. My Efficiency Insights, marketed as an Efficiency Nova Scotia program, is inaccessible via their website, requiring users to navigate through NS Power's portal, reducing engagement.
2.3 STANDARDIZED FILING FRAMEWORK - The Standardized Filing Framework was filed with the NSUARB (as it then was), as part of a Consensus - Agreement on 2016–2018 DSM Plan Application Deferred Matters[15](#page-27-1) and was accepted by the...
AI summary The Standardized Filing Framework (SFF) was established in 2016 by the NSUARB to ensure consistency in DSM Plan applications. Recent updates, driven by the NSEB and DSMAG, aim to align the SFF with regulatory requirements and stakeholder feedback. E1 seeks NSEB approval for revised framework recommendations, which will inform future DSM Plan applications, including the 2027–2031 Application.
19 8.1 MID-COURSE ADJUSTMENT PROCESS 20 On the issue of Mid-Course Adjustments (MCAs), the NSEB in its Decision in the 2026 Extension Plan 21 (M12249) stated: 22 [73] The concerns raised by the Industrial Group are serious. The potential f...
AI summary The NSEB expressed concerns about E1's Mid-Course Adjustment (MCA) process, citing potential unfair impacts on rate classes funding E1's work. The NSEB directed E1 to revise its MCA process to allow greater ratepayer input and align spending with NSEB-approved rate classes. E1 acknowledged these concerns and agreed to engage with the DSMAG to address issues related to cost management and program flexibility.
8.2 MID-TERM CHECK-IN - Following the 2022 amendment to the PUA extending DSM Plans from three years to five years, DSMAG - members expressed concerns regarding performance risk and oversight over the longer plan term. In - response to sta...
AI summary Following the 2022 PUA amendment extending DSM plans to five years, DSMAG raised concerns about oversight. E1 proposes a mid-term check-in process to enhance transparency and stakeholder engagement without reopening the plan, aligning with the Legislature's intent to reduce regulatory proceedings. E1 maintains existing reporting mechanisms and NSEB oversight remain intact.
8.3 OTHER REPORTING PROCESSES E1 will submit six reports annually to the NSEB, including quarterly reports (Q1-Q3), an annual progress report, annual DSM program evaluation reports, and annual audited financial statements. Over the 2027– 2...
AI summary E1 must submit 30 DSM reports to NSEB over 2027–2031, including quarterly, annual progress, program evaluation, and audited financial reports. NSEB verifies savings and allows DSMAG input. E1 will follow NSEB-approved measurement and evaluation protocols, with further details in Appendix A.
3.1 DSMAG ENGAGEMENT IN THE DEVELOPMENT PROCESS DSMAG engagement played a central role in development of the 2027–2031 DSM Preferred Plan. Throughout the planning process, E1 engaged a range of DSMAG members including rate class representa...
AI summary DSMAG played a central role in developing the 2027–2031 DSM Preferred Plan through iterative engagement with stakeholders, including government representatives, industry groups, and experts. E1 incorporated feedback via modelling reviews, written submissions, and meetings, shaping both the Preferred Plan and Alternate Scenario.
1 3.3.1.3 MODEL OUTPUTS - 2 The DRSim™ and ProCESS™ tools produced model outputs for each modelled scenario. All model outputs - 3 were reviewed by E1 and Guidehouse for accuracy and completeness. Outputs were further shared with - 4 the D...
AI summary Model outputs from DRSim™ and ProCESS™ tools were reviewed by E1 and Guidehouse, with revisions made based on feedback from the DSMAG. Final outputs are detailed in Section 4, outlining the 2027–2031 Preferred Plan portfolio.
4 4.3 WHAT'S NEW IN 2027–2031 5 A summary of 2027–2031 program changes and enhancements is provided i[n Table 6,](#page-111-1) below.
AI summary The section outlines program changes and enhancements for 2027–2031, referencing Table 6 for details. No specific initiatives or policies are described in the provided text.
10 6.3 NEW RESIDENTIAL 4 9 13
AI summary Section 6.3 of the Nova Scotia regulatory proceeding discusses new residential energy initiatives, likely involving Demand Side Management (DSM) programs, cost recovery mechanisms (DCRR), and regulatory oversight by the Nova Scotia Utility and Review Board (NSUARB). Key entities include NS Power, E1, and the NSEB, with focus on energy efficiency (EE), demand response (DR), and program cost testing (PAC).
7 6.6 DIRECT INSTALLATION PROGRAM
AI summary The Direct Installation Program under Nova Scotia's Demand Side Management (DSM) framework aims to enhance energy efficiency and reduce GHG emissions through targeted initiatives. Key stakeholders include NS Power, NSEB, and ERBA, with regulatory considerations involving cost recovery and program effectiveness.
13 7. DEMAND RESPONSE Demand response is an important resource for supporting Nova Scotia's electricity system by reducing or shifting customer load during periods of peak demand. The Federal Energy Regulatory Commission defines demand res...
AI summary Nova Scotia's demand response (DR) programs, managed by E1, aim to reduce peak demand through load shifting. The 2023–2025 DSM Plan faced underachievement, but E1 anticipates growth in 2026. The 2027–2031 Preferred Plan focuses on achievable targets aligned with NS Power's IRP, with modest BNI DR growth and stable residential DR. Cost-effectiveness (PAC ≥ 1.0) and regulatory feedback influenced planning.
8 9. ENABLING STRATEGIES
AI summary The section titled 'ENABLING STRATEGIES' introduces the context for regulatory proceedings in Nova Scotia, listing relevant acronyms and organizations involved in energy management and regulatory processes. No detailed content or arguments are present in the provided text.
DSM PLANNING
AI summary The document outlines the context for Demand Side Management (DSM) planning in Nova Scotia, referencing key regulatory bodies, programs, and acronyms relevant to energy efficiency, utility regulation, and DSM cost recovery mechanisms.
Measures of success: • E1 will file its 2032–2036 DSM Plan application in Q1 2031, and participate in the subsequent regulatory approval process.
AI summary E1 will submit its 2032–2036 Demand Side Management (DSM) Plan application in Q1 2031 and engage in the regulatory approval process. This outlines a key milestone for the program's implementation and oversight.
2 10. PERFORMANCE REQUIREMENTS - 3 For the 2027–2031 Plan period, E1 proposes the following definitions and requirements for performance - 4 targets and thresholds. These definitions and requirements are consistent with those outlined in t...
AI summary E1 proposes performance target definitions and requirements for the 2027–2031 Plan period, aligning with the 2026 updated Standardized Filing Framework developed jointly with the DSMAG. These requirements are detailed in Appendix F of the application.
13.1 OVERVIEW OF DSM REPORTING 2027–2031 - E1 will file the following six reports each year with the Energy Board, for a total of thirty DSM reports over - the 2027-2031 Plan period: - Quarterly Reports (Q1-Q3); - Annual Progress Reports (...
AI summary E1 (EfficiencyOne) is required to submit 30 DSM reports over 2027–2031, including quarterly, annual progress, program evaluation, and financial statements. The Nova Scotia Energy Board's independent consultant verifies the accuracy of E1's annual program evaluation reports and savings data.
1 13.2 OVERSIGHT AND DSMAG REVIEW - 2 Each report filed with the NSEB provides opportunities for DSMAG stakeholder questions and comments, - 3 either directly to E1 or through an Energy Board-initiated regulatory process. Additionally, the...
AI summary The NSEB oversees E1's DSM Plan implementation, allowing DSMAG stakeholder input through reports and regulatory processes. Post-2022 PUA amendments extending DSM Plans to five years, DSMAG raised concerns about performance risks. E1 responded by proposing mid-term check-ins to ensure transparency and ongoing engagement during the extended plan period.
13.2.1 MID-TERM CHECK-IN - E1 proposes a structured mid-term check-in process for the 2027–2031 Plan. This process is intended to - provide transparency and opportunities for meaningful review and discussion of Plan implementation - progre...
AI summary E1 proposes a mid-term check-in process for the 2027–2031 Plan, including a 2029 session with the DSMAG to review progress, spending trends, and challenges. Materials, stakeholder comments, and one-on-one meetings will be used, mirroring NSEB's DSM reporting approaches.
13.3 MID-COURSE ADJUSTMENTS Mid-course adjustments (MCAs) provide the DSM administrator limited flexibility to adjust annual program-level budgets and savings from those set out in the original approved DSM Plan, in order to respond to mar...
AI summary Mid-course adjustments (MCAs) allow DSM administrators to adjust annual budgets and savings without altering overall targets. The NSEB directed E1 to enhance MCA processes following Industrial Group concerns about rate-class spending variances. E1 proposes using historical data, improving reporting, and lowering thresholds for adjustments. MCAs will be integrated into the Standardized Filing Framework and discussed at DSMAG sessions.
2. GOVERNANCE
AI summary The 'Governance' section outlines regulatory frameworks and acronyms related to Nova Scotia's energy sector, including organizations, programs, and legal acts. It emphasizes governance structures for utility regulation, demand-side management, and energy efficiency initiatives, though no detailed arguments or specific case references are provided in the text.
2.1 Innovation Oversight The Executive Leadership Team oversees E1's innovation activities, providing strategic direction, approvals, and compliance oversight. - Responsibilities include: - Reviewing and approving innovation projects; - De...
AI summary The Executive Leadership Team oversees E1's innovation activities, ensuring alignment with strategic goals, 2027–2031 DSM priorities, and available resources. Responsibilities include project approval, resource allocation, and performance monitoring through success metrics.
3. PROJECT DEVELOPMENT
AI summary The document outlines the 'PROJECT DEVELOPMENT' section of a Nova Scotia regulatory proceeding, listing key acronyms and entities involved in energy regulation, including organizations like NS Power, NSEB, and programs such as DSM and EE. It provides context for technical terms and regulatory frameworks relevant to the proceeding.
4. PILOT OVERVIEW
AI summary The section outlines a pilot program overview within a Nova Scotia regulatory proceeding, listing acronyms related to energy management, utility regulation, and program administration. Key terms include Demand Side Management (DSM), Public Utilities Act (PUA), and Nova Scotia Energy Board (NSEB), reflecting the regulatory and operational context of the proceeding.
1 2. INTRODUCTION 2 The forward-looking RBIA is an analysis of the rate and bill impacts associated with the proposed DSM - 3 investment only. It compares the impacts of the proposed DSM investment to a scenario where there is - 4 no DSM i...
AI summary The document discusses the forward-looking and historical Rate and Bill Impact Analysis (RBIA) for Demand Side Management (DSM) investments in Nova Scotia. It highlights E1's proposal to eliminate historical RBIA filings except during DSM Plan Application years, and the NSUARB's acceptance of this approach. The analysis informs DSM investment levels and considers non-participant impacts.
4 3. 2027–2031 DSM PLAN RBIA RESULTS - 5 The results in this section are for the 2027–2031 DSM Preferred Plan. All impacts are calculated relative - 6 to a scenario where no DSM is conducted in 2027–2031. Results are summarized in Attachme...
AI summary The 2027–2031 DSM Preferred Plan RBIA results compare impacts to a no-DSM scenario, analyzing energy efficiency, demand response, and solar-PV separately and combined. Attachments 1 and 2 detail model outputs, rate impacts, and bill adjustments for each rate class, with selected graphs illustrating key findings.
3.1 OVERALL RATE IMPACTS - DSM can lower rates by avoiding electricity system costs (avoided energy, capacity, transmission and - distribution). DSM may also increase rates, a result of recovering program costs as well as lost revenues - d...
AI summary DSM initiatives may lower electricity rates by avoiding system costs but could increase rates due to program recovery costs and lost revenue. The 2027–2031 DSM Plan RBIA analysis shows average rate impacts ranging from -0.1% to +0.9% over 2027–2046, with higher short-term increases (+1.6% to +4.7%) during program cost recovery (2027–2031) and lower long-term impacts (-0.8% to -0.1%) post-recovery (2032–2046).
3.4 COMPARISON OF 2027-2031 PREFERRED PLAN AND ALTERNATE
AI summary The section compares the preferred plan and alternate for 2027-2031, though no specific details are provided in the text. Key regulatory and energy-related terms are referenced, including demand-side management, energy efficiency, and utility regulations.
11 4.2 OVERALL BILL IMPACTS - 12 The 2026 Historical RBIA demonstrates the following bill impacts associated with DSM activities: - 13 average participant bill impacts (by rate class) over the study period (2011–2041) range from 14 -12.7 t...
AI summary The 2026 Historical RBIA shows DSM activities from 2011–2026 led to average bill impacts ranging from -12.7% to -2.8% for participants, +0.5% to +2.9% for non-participants, and -8.2% to -2.8% for total customers. Net savings for Nova Scotia ratepayers are estimated at $3.2 billion due to reduced revenue requirements.
fter removing double-counting of participants from multiple resources. DATE FILED: March 31, 2026 Page 6 of 8 This graph shows bill impacts of all DSM resources combined,as percentage differences relative to the no-DSM scenario. 'Participa...
AI summary The document analyzes DSM (Demand Side Management) resource impacts on customer bills and participation rates. It presents graphs comparing DSM scenarios to a no-DSM baseline, distinguishing between 'Participants' and 'Non-Participants.' Metrics include 'Annual' and 'Active' participation, with adjustments for double-counting. The analysis focuses on rate impacts and customer engagement across different DSM programs.
2. RESOURCES AND SCENARIOS - Both the 2027–2031 DSM Plan analysis and the 2026 historical analysis include the NS Power rate - model (Attachments 7 and 8) and the E1 RBIA model (Attachments 9 and 10). The analyses - compare two scenarios:...
AI summary The document compares DSM and no-DSM scenarios using NS Power and E1's RBIA models, analyzing utility costs, energy reductions, and rate impacts. It outlines resource combinations (e.g., Energy Efficiency Only, Solar-PV Only) and notes that rate impacts isolate DSM effects but do not reflect actual timing of rate increases. Results are summarized in Appendix B, Attachment 1.
8. CALCULATION OF RATE IMPACTS - Rate impacts are calculated in NS Power's Rate Model (Attachment 7 and 8) to reflect NS Power's - Cost of Service in a more precise manner. It reflects the Energy Board approved retail rates and - Cost of S...
AI summary NS Power's Rate Model calculates rate impacts for the 2027–2031 DSM Plan using Forecast Unit Revenues, blending DSM energy and demand impacts into a single rate. E1's RBIA Model uses these revenues to assess bill impacts, excluding demand charges as they are already incorporated into blended rates. The analysis isolates DSM effects by comparing DSM and no-DSM scenarios, assuming equal energy and demand savings.
10. NS POWER RATE MODEL SCENARIOS - This section describes at a high-level how the NS Power Rate Model works and some recent - improvements that were made. - Both the E1 RBIA model and NS Power rate model include the actual costs and benef...
AI summary The NS Power Rate Model incorporates historical and planned DSM savings, calculating revenue requirements with and without DSM resources. The 'DSM Benchmark' includes all DSM costs and savings, while the E1 model allows users to adjust avoided cost scenarios and select DSM resources. Revenue requirements are prorated based on cost drivers like consumption and peak demand.
Attachment A
AI summary Attachment A lists acronyms related to Nova Scotia's energy regulation, including organizations, programs, and legal frameworks involved in utility proceedings. Key terms cover demand-side management, rate design, and energy efficiency initiatives.
Changes in total Revenue Requirement
AI summary The document discusses changes in total revenue requirement, a key metric in utility regulation, though specific details of the changes are not provided in the text. It is part of a regulatory proceeding in Nova Scotia.
1 THIS AGREEMENT made as of the _____ day of ______, 2022 2026 and effective as of the 1st 2 day of January, 2023 2027 (the "Effective Date"). 3 BETWEEN: 4 NOVA SCOTIA POWER INCORPORATED, 5 a body corporate, organized under the laws 6 of t...
AI summary Agreement between NSPI and EfficiencyOne under the Public Utilities Act for demand-side management activities, effective from 2023 to 2027, with obligations to provide cost-effective electricity efficiency programs.
25 19. DISPUTE RESOLUTION - 26 19.1 In the event of a dispute in connection with this Agreement, a senior representative of 27 EfficiencyOne and a senior representative of NSPI shall promptly meet to discuss and 28 resolve the dispute and...
AI summary The dispute resolution process between EfficiencyOne and NSPI involves initial meetings within 30 days (or 10 days for urgent matters), followed by referral to the UARB NSEB under Section 79P of the Act if unresolved. EfficiencyOne must continue the EECADSM program unless authorized by the board.
38 20. DEFAULT AND TERMINATION - 39 20.1 This Agreement may be terminated immediately by either Party, in whole or in part, upon 40 the happening of one or more of the following events: - 41 (a) EfficiencyOne's Franchise is terminated and...
AI summary The agreement outlines termination conditions, including bankruptcy, insolvency, or failure to correct breaches. EfficiencyOne and NSPI must notify each other via specified addresses. The UARB NSEB may intervene in default cases. Breach correction timelines and plans are required to avoid termination.
10 22. AUDIT AND INSPECTION - 11 22.1 EfficiencyOne shall, during the Term and for a period of thirty-six (36) months thereafter, 12 keep accurate records of all EECA DSM supplied to NSPI, as necessary to determine that 13 the EECA DSM was...
AI summary The document outlines audit and inspection requirements for EfficiencyOne, including record-keeping obligations for EECA DSM programs, NSPI's right to request access to records and inspections, data-sharing responsibilities, and reporting requirements to UARB NSEB and NSPI. It also covers assignment restrictions and coordination meetings.
9 26. GENERAL - 10 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. - 11 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respective 12 successors and permitted ass...
AI summary The agreement outlines renewal conditions under the Public Utilities Act, specifies EfficiencyOne's role as an independent contractor, and governs by Nova Scotia and Canadian laws. Modifications require UARBNSEB approval, and the agreement is binding on successors. Legal jurisdiction is assigned to Nova Scotia's Supreme Court.
4 ELECTRICITY EFFICIENCY AND CONSERVATIONDEMAND-SIDE MANAGEMENT 5 ACTIVITIES
AI summary The document outlines Nova Scotia's regulatory focus on electricity efficiency, conservation, and demand-side management (DSM) activities. Key entities include NS Power, NSEB, and NSUARB, with emphasis on programs like DSMAG and E1. Topics cover energy efficiency, rate design, and regulatory frameworks.
6 Schedule A
AI summary Schedule A of a Nova Scotia regulatory proceeding document, likely related to energy management, utility regulations, and cost recovery mechanisms. Context includes acronyms and entities relevant to energy efficiency, demand response, and utility rate structures.
PERFORMANCE REQUIREMENTS - I. UARBNSEB-APPROVED PERFORMANCE TARGETS, THRESHOLDS, AND INDICATORS - a) Performance Targets and Thresholds: - Performance Targets are set over the three five year contract period, rather than annually. - ii. Ef...
AI summary Performance targets for EfficiencyOne (E1) are set over three five-year contract periods, requiring 90% achievement of metrics like energy savings, peak demand reduction, and solar-PV generation. Non-compliance triggers regulatory action, with the Nova Scotia Energy Board (NSEB) determining remedies. Targets include specific programs for affordable housing and Mi'kmaw communities.
Confidential Information 1. 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 and prepared by the Disclosing Party, a...
AI summary The agreement defines 'Confidential Information' broadly, encompassing all data shared between parties, including reports, analyses, and intellectual property. It emphasizes protection of such information, including materials filed with the Nova Scotia Utility and Review Energy Board ('the Board') in confidence. The definition includes access credentials for electronic copies and explanations provided by either party marked as confidential.
g ascribed to it in the Act. - (n) " Governmental Authority " means any federal, provincial, regional, municipal or local government or authority or other political subdivision thereof and entity or
AI summary The text defines 'Governmental Authority' as encompassing federal, provincial, regional, municipal, or local governments and their subdivisions, as part of a regulatory proceeding's interpretive framework, which is crucial for understanding the scope of governmental entities involved in the proceedings.
9. EFFICIENCYONE'S COVENANTS - 9.1 EfficiencyOne warrants, covenants and agrees with NSPI that: - (a) it has all requisite capacity and authority to execute, deliver and perform its obligations under this Agreement; - (b) this Agreement ha...
AI summary EfficiencyOne's covenants with NSPI include legal authority, compliance with laws, proper execution of DSM, use of licensed personnel, and responsibility for subcontractors. EfficiencyOne must notify NSEB/NSPI of DSM supply disruptions and ensure adherence to regulations. Subcontractors are permitted but EfficiencyOne remains fully liable for their actions.
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 NSEB under Section 79P of the Act. EfficiencyOne must continue DSM unless NSEB authorizes suspension.
1 20.2 Notwithstanding any other provision in this Agreement, in the event this Agreement is 2 terminated in accordance with Section 20.1(a), EfficiencyOne shall: 3 (a) Immediately return all monies paid on account of the Contract Price wh...
AI summary Section 20 outlines termination obligations, default events, and regulatory oversight. EfficiencyOne must return unspent funds and provide transition assistance if the agreement is terminated. Default includes breach, bankruptcy, or asset transfers. The NSEB supervises the agreement. Default events include non-compliance, bankruptcy, or asset transfers.
22. AUDIT AND INSPECTION - 2 22.1 EfficiencyOne shall, during the Term and for a period of thirty-six (36) months thereafter, 3 keep accurate records of all DSM supplied to NSPI, as necessary to determine that the 4 DSM was provided in acc...
AI summary EfficiencyOne must maintain DSM records for 36 months post-agreement. NSPI may request NSEB access to these records and inspect DSM operations, with EfficiencyOne required to facilitate inspections. Compliance with agreement terms is emphasized through audit and inspection rights.
24. SHARING OF DATA AND INFORMATION - 24.1 EfficiencyOne shall work co-operatively with NSPI to provide NSPI with information and data from time to time in order to assist NSPI with planning and load forecasting as may be reasonably requir...
AI summary EfficiencyOne must cooperate with NSPI to provide data for planning and load forecasting, aligning with past practices. Disputes over data requests can be resolved by NSPI applying to the NSEB.
26. GENERAL 26.1 This Agreement shall only be renewed in accordance with the provisions of the Act. DATE FILED: March 31, 2026 Page 19 of 33 - 1 26.2 This Agreement shall extend to, be binding upon and enure to the benefit of the respectiv...
AI summary The agreement outlines terms for renewal under the Public Utilities Act, specifies EfficiencyOne's role as an independent contractor, governs by Nova Scotia law, and requires NSEB approval for amendments. It emphasizes jurisdiction, enforceability, and language requirements.
4 DEMAND-SIDE MANAGEMENT ACTIVITIES
AI summary This section outlines Demand-Side Management (DSM) activities in Nova Scotia, referencing regulatory frameworks, utility programs, and energy efficiency initiatives. Key entities include Nova Scotia Power, the Nova Scotia Energy Board (NSEB), and the Public Utilities Act (PUA), with acronyms covering DSM, rate design, and distributed energy resources.
25 Schedule B (Page 1 of 2)
AI summary Schedule B (Page 1 of 2) from a Nova Scotia regulatory proceeding document lists acronyms and terms related to energy regulation, utility operations, and demand-side management. Key entities include NS Power, NSEB, and ERBA, with topics covering energy efficiency, rate design, and regulatory frameworks.
37 Schedule B (Page 2 of 2)
AI summary Schedule B (Page 2 of 2) from a Nova Scotia regulatory proceeding lists acronyms related to energy regulation, utility management, and policy frameworks. It includes terms for demand-side management, rate design, and energy efficiency programs, reflecting the context of utility oversight and regulatory analysis in Nova Scotia.
PERFORMANCE REQUIREMENTS 50 I. NSEB-APPROVED PERFORMANCE TARGETS, THRESHOLDS, AND 51 INDICATORS a) Performance Targets and Thresholds:
AI summary The document outlines performance targets and thresholds approved by the Nova Scotia Energy Board (NSEB). These targets are part of a broader set of performance requirements and indicators established for regulatory oversight.
9 Governing Law 10 14. This Agreement is governed and shall be construed in accordance with the laws 11 of the Province of Nova Scotia.
AI summary This section specifies that the agreement is governed by the laws of the Province of Nova Scotia. No specific entities, programs, or cross-references are mentioned. The primary topic is governing law and legal jurisdiction.
4 2. BACKGROUND - 5 On June 16, 2015, EfficiencyOne (E1), Nova Scotia Power Incorporated (NS Power), the Consumer - 6 Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, - 7 and the Industrial...
AI summary The document outlines the history of the Standardized Filing Framework for DSM applications in Nova Scotia. Key milestones include the 2015 Consensus Agreement, NSUARB approval in 2015, adoption in 2016, updates in the 2023–2025 DSM Plan, and the 2026 DSM Extension decision directing continued engagement with DSMAG.
22 3. STANDARDIZED FILING FRAMEWORK
AI summary The document outlines a standardized filing framework within a Nova Scotia regulatory proceeding, focusing on energy and utility regulations. It includes acronyms related to demand-side management, energy efficiency, and utility rate structures, indicating a structured approach to regulatory compliance and reporting.
4.2 DSM Resource Plan Research
AI summary Section 4.2 discusses research related to Demand Side Management (DSM) resource planning in Nova Scotia, involving regulatory bodies, programs, and analyses of energy efficiency, demand response, and cost recovery mechanisms.
18 5. CONSOLIDATED ENDNOTES AND SOURCES - 1. M06733 E1 2016–2018 DSM Resource Plan, NSUARB Order, October 7, 2015. The Order approved the 2016–2018 DSM Plan and the Consensus Agreement. (Parties agreed to establish the Standardized Filing...
AI summary The document lists consolidated endnotes and sources from Nova Scotia regulatory proceedings, including approvals of DSM plans, directives on cost recovery, and the adoption of the PAC test. Key references include NSUARB decisions, the 2024 Energy Reform Act establishing NSIESO, and requirements for enhanced reporting and rate class analysis. Regulatory frameworks, cost-effectiveness criteria, and compliance with the Public Utilities Act are emphasized.
E-12E1 (NSEB) RIRs 1-66 - Redacted
18 passages
When HR is highly effective at managing change, respondents are... more likely to report high organizational performance in innovation (n=1.422). less likely to agree that "Change fatigue is negatively impacting my ability to be effective...
AI summary This text discusses the importance of effective human resource (HR) management in handling change, particularly in the context of AI-driven transformation. It highlights that organizations with highly effective HR are more likely to report high innovation performance and less likely to experience change fatigue. The traditional linear approach to change management is deemed obsolete, and a cultural shift is recommended to keep pace with rapid change.
Build leadership accountability to organizational values to drive strategic execution. HR plays a critical role in hardwiring leadership accountability into systems and structures, creating ingrained practices so values stay front and cent...
AI summary HR is essential in embedding leadership accountability to organizational values through systems and structures to ensure alignment with strategic goals. Without reinforcement through HR programs, efforts to sustain culture and drive strategy may fail.
AI risks, regulatory shifts, and social and political dynamics are reshaping the risk landscape The rapid adoption of AI in areas like recruitment and talent management introduces legal and ethical concerns, such as bias and privacy violat...
AI summary The rapid adoption of AI in HR functions like recruitment introduces legal and ethical risks, including bias and privacy violations. Organizations must navigate these challenges through collaboration between HR and Legal to manage risks effectively and seize opportunities. Effective risk management strengthens organizational resilience and adaptability.
Partnership with Communications creates clarity through change HR-Communications collaboration drives clear, consistent, and aligned messaging, reducing resistance during periods of change. When HR and Communications partner effectively, t...
AI summary The document emphasizes the importance of collaboration between HR and Communications in managing organizational change. Effective collaboration ensures consistent messaging, reduces resistance, and aligns employees with strategic goals. It highlights that regardless of whether HR and Communications are structured as separate or integrated functions, collaboration is essential for successful change management.
Budget ($) Energy Savings Target (GWh) Demand Savings Target (MW) Initial Filing $121.5 million 405.9 62.5 Quantum Agreement $113.5 million 405.9 62.5 Final Order $102.15 million 405.9 62.5 Table 1: EfficiencyOne Targets and Budgets Betwee...
AI summary The text presents a table comparing budgets, energy savings targets, and demand savings targets for EfficiencyOne across different regulatory stages. It also mentions a regulatory hearing held after the Quantum Agreement to address issues identified by the UARB in its Final Issues List.
Study of Nova Scotia's Market To tailor the final findings to Nova Scotia's market, efforts were taken to understand the current landscape of energy efficiency programming, from both the perspective of EfficiencyOne and other major stakeho...
AI summary The study of Nova Scotia's market focuses on energy efficiency programming, considering the perspectives of EfficiencyOne and other stakeholders. It includes research on the electricity market, supply and demand forecasts, population and building demographics, and regulatory structures that influence incentive setting for energy efficiency programs.
NOVA SCOTIA'S ELECTRICITY SYSTEM In 2015, Nova Scotia had an annual electricity consumption of 10,400 GWh. The residential sector accounts for 45 percent of consumption, the commercial sector uses about 32 percent, and the industrial secto...
AI summary Nova Scotia's electricity system has seen a 70% increase in retail rates over the past decade due to industrial load reduction, renewable integration, and rising fuel costs. NS Power dominates the electricity infrastructure, while the province aims to reduce coal usage and increase renewable energy by 2020. Key themes include accountability, market competition, stable rates, and innovation.
Electricity Market The following entities are the key players in the electricity system in Ontario. - Ontario Government Ministry of Energy - Ontario Energy Board (OEB) - Independent Electricity System Operator (IESO) - 72 Local Distributi...
AI summary The document outlines key players and responsibilities in Ontario's electricity market, including the Ministry of Energy, Ontario Energy Board (OEB), Independent Electricity System Operator (IESO), and Local Distribution Companies (LDCs). The IESO manages conservation efforts, sets savings targets, and oversees program delivery, while the OEB regulates LDCs and reviews rate applications.
MARKET STRUCTURE OVERVIEW DSM is a core part of the conservation first policy in Ontario as per the 2013 Long-Term Energy Plan. In 2014, the Minister of Energy issued a directive to the Ontario Energy Board (OEB) for the development of a n...
AI summary The document outlines the DSM framework in Ontario, developed by the OEB in 2014 as part of the conservation first policy. It emphasizes cost-effective DSM, coordination with electricity CDM, and the role of gas utilities in program design, budgeting, and reporting. The OEB oversees program evaluation and mid-term reviews to ensure compliance and effectiveness.
New York –Independent System Operator The NY-ISO operates the competitive wholesale markets that mange the flow of electricity across the state of New York. In addition to operating the markets, the NY-ISO prepares analyses, evaluations an...
AI summary The NY-ISO manages New York's competitive wholesale electricity markets and supports system planning through analyses, evaluations, and forecasts, including reliability assessments and resource needs identification.
Sources of Funding The Systems Benefit Charge (SBC) is the primary source of NYSERDA s funding for energy conservation programs. It was established on May 20, 1996. The funds collected from the SBC are allocated towards energy efficiency p...
AI summary The Systems Benefit Charge (SBC) is the primary funding source for NYSERDA's energy conservation programs, including the Energy Efficiency Portfolio Standard (EEPS), which has been replaced by the Clean Energy Fund (CEF). Additional funding sources include the Regional Greenhouse Gas Initiative (RGGI) and the Renewable Portfolio Standard (RPS), both of which focus on renewable energy and carbon abatement.
Overview of Electricity Market The following entities make up the electricity system in Massachusetts. - National Grid - Massachusetts Government: Office of Energy and Environmental Affairs: Department of Public Utilities (DPU) - Mass Save...
AI summary The electricity system in Massachusetts includes entities such as National Grid, the Department of Public Utilities, and ISO New England. National Grid submits multi-year energy efficiency plans to the Department of Public Utilities, which oversees utility services, ensuring reliability, safety, and affordability for customers.
t ing R ort ide nti fie d b the ot he nly e h th Ad dit ion ally thi th d f rep or g a mo un orm on re ca pe ep y r a s o on as e s m ay re mo ve e n ee or , nts . F the B rd Op tin Re rt, the B ER -IR da ta to rfo th alc ula tio ica tio f...
AI summary The text discusses the identification of a discrepancy in the calculation of a specific metric, referencing data from the Board's report and the BER-IR and BER-AR data. It also mentions the validation of processes and accuracy of results, with cross-references to matters and reports.
Other matters During the review of the BER-IR Program, Internal Audit inspected the BER-IR control matrix, which identified 14 control activities. Internal Audit consolidated these control activities into 9 controls that covered all 14 act...
AI summary Internal Audit reviewed the BER-IR Program's control matrix, identifying 14 control activities that were consolidated into 9 controls. Three of these controls were deemed unnecessary due to a preventative control (C2), leaving 6 controls for testing. It is recommended that management review and update the control matrix to ensure alignment with executed controls, including additional reviews by the Program Manager to mitigate human error.
Career development Succession planning: While succession planning discussions for the CEO role have occurred at the board level, there is currently no comprehensive succession planning strategy in place. This can pose a risk for business c...
AI summary The text discusses the absence of a comprehensive succession planning strategy for the CEO role and the lack of a career pathing framework within the organization. These gaps may impact business continuity, resilience, and employee clarity regarding career development.
r>sig n h ig he su cc es err ca w se cu re a p os n. inc tiv ts for "h ard -to -hi re" les to fer ral s f en e a mo un ro en co ura ge re or the itic al ies ( E 1 m be ch all d t o i lem t th is se cr va ca nc ay en ge mp en nd ati du e t...
AI summary The text discusses the importance of addressing challenges in hiring for critical roles, the need for incentives to attract talent, and the necessity of ensuring that the Public Service Commission (PSC) and Finance Committee (FC) are adequately resourced. It also highlights the need for further discussion on potential solutions and opportunities for improvement.
1 and electricity costs for customers, consistent with the requirements set out in section 79A 2 of the Public Utilities Act ( PUA ). 3 4 (b) End-uses that may be associated with strategic electrification activities (i.e., shifting from 5...
AI summary The text discusses E1's understanding of strategic electrification activities and their alignment with section 79A of the Public Utilities Act. It outlines end-uses for electrification and notes a lack of on-peak/off-peak emissions data. E1 acknowledges the need to meet requirements set by the Nova Scotia Energy Board (NSEB) and references a specific decision related to a new BCA test for DSM plans.
- Appendix A, Attachment 4: 2027–2031 Demand Response Technical Tables 1 This attachment provides demand response output detail and is an output of the DRSim™ 2 model. Because calculations are performed within the DRSim™ model rather than...
AI summary This document provides technical tables related to demand response and updates to Appendix A, Attachment 4, explaining the use of the DRSim™ model and the inclusion of annotations for clarity. It also mentions the filing of updated attachments and historical DSM plan results.
E-16E1 (Synapse) RIRs 1-90
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Table 1: STANDARDIZED FILING FRAMEWORK ITEM DESCRIPTION
AI summary The text introduces a table titled 'Standardized Filing Framework' that outlines items and their descriptions, though the content of the table is not provided in the given text. The table is likely related to regulatory filings and procedures.
4.1 OBJECTIVES The objectives of this document are as follows: - To ensure consistency in the overall Demand Side Management (DSM) planning and evaluation process in Nova Scotia; - To consolidate important decisions made by the Nova Scotia...
AI summary This document outlines the objectives of ensuring consistency in Demand Side Management (DSM) planning and evaluation in Nova Scotia, consolidating key regulatory decisions, and balancing DSM Resource Plans' multiple objectives.
4.1 OBJECTIVES The objectives of this document are as follows: - To ensure consistency in the overall Demand Side Management (DSM) planning and evaluation process in Nova Scotia; - To consolidate important decisions made by the Nova Scotia...
AI summary This document outlines the objectives of ensuring consistency in Demand Side Management (DSM) planning and evaluation in Nova Scotia, consolidating key decisions by the Nova Scotia Energy Board and the Nova Scotia Utility and Review Board, and ensuring DSM Resource Plans balance multiple objectives.
4.7 DEMAND SIDE MANAGEMENT ADVISORY GROUP The DSM Advisory Group is a forum to provide strategic or directional advice and stakeholder perspectives on current or emerging DSM issues including, but not limited to, issues identified in NSEB...
AI summary The Demand Side Management Advisory Group serves as a forum for providing strategic advice and stakeholder perspectives on current and emerging DSM issues, including those outlined in NSEB Orders related to Demand Side Management.
10.1.2 MID-PLAN REVIEW PROCESS Stakeholders have expressed concerns about performance risk and the need for additional engagement following the 2022 amendment to the PUA which extended DSM Plans from a three-year to a five-year term. [Some...
AI summary Stakeholders are concerned about the performance risks associated with the five-year extension of DSM Plans following the 2022 amendment to the Public Utilities Act. Some DSMAG members propose a mid-plan review process, including stakeholder check-ins and one-on-one meetings, to ensure ongoing engagement and oversight during Plan implementation. E1 acknowledges these concerns and intends to collaborate with DSMAG members to define the mid-plan review process for the 2027-2031 DSM Plan.
Context for Discussion E1 currently provides regular and ad-hoc reporting (as requested/required by the NSEB) throughout Plan implementation: - Quarterly Reports - Annual Progress Reports - Annual Evaluation Reports Round 2 Model Input Ass...
AI summary E1 proposes a mid-term review process with the DSMAG in Q2 2028 and enhancements to its annual reporting, including more frequent stakeholder engagement and expanded reporting content, to improve transparency and stakeholder input during the Plan implementation period.
2. BACKGROUND On June 16, 2015, EfficiencyOne (E1), Nova Scotia Power Incorporated (NS Power), the Consumer Advocate, the Small Business Advocate, the Ecology Action Centre, the Affordable Energy Coalition, and the Industrial Group signed...
AI summary The document outlines the development and evolution of the Standardized Filing Framework for DSM applications in Nova Scotia, beginning with a 2015 Consensus Agreement and subsequent approvals by the NSUARB. The Framework was updated in 2016 and has undergone ongoing review by the DSMAG, with recent directives from the Nova Scotia Energy Board.
4.2.1 DSM BASELINE STUDY EfficiencyOne will commission a DSM baseline study in advance of each DSM Potential Study. The DSM Baseline Study will identify current stocks of electricity consuming devices in all market sectors.E1 will work wit...
AI summary EfficiencyOne will commission a DSM baseline study before each DSM Potential Study to identify current stocks of electricity-consuming devices across all market sectors. The study aligns with the NSIESO's integrated resource planning duties under the More Access to Energy Act and the Public Utilities Act.
12 E1 submitted its first DSM Plan in 2012 as DSM Administrator. ITEM DESCRIPTION 4.6 Reporting and Performance Metrics A summary of E1's proposed regular reporting initiatives to the NSEB and the DSMAG for the upcoming period (e.g., Annua...
AI summary E1, as the DSM Administrator, submitted its first DSM Plan in 2012. The text outlines E1's proposed reporting initiatives and performance metrics to be submitted to the NSEB and DSMAG, including Annual Progress Reports, quarterly reports, performance targets, thresholds, and performance indicators.
The forward-looking information is based on reasonable assumptions and is subject to risks, uncertainties and other factors that could cause actual results to differ materially from historical results or results anticipated by the forward-...
AI summary The forward-looking information includes various risks and uncertainties that could affect outcomes, such as regulatory changes, economic conditions, commodity prices, and technological developments. These factors may significantly impact actual results compared to historical or anticipated performance.
Environmental Legislation and Climate Change NSPI is subject to environmental laws and regulations as set by both the Government of Canada and the Nova Scotia Provincial Government (the "Province"). NSPI continues to work with both levels...
AI summary NSPI is subject to environmental laws and regulations from both the Canadian and Nova Scotia governments. NSPI aims to comply with these regulations while minimizing customer costs and anticipates that prudently incurred compliance costs will be recoverable. Risks related to non-compliance with climate-related legislation could affect NSPI's operations and financial performance.
Significant changes in the Consolidated Balance Sheets between December 31, 2025 and December 31, 2024 include: Increase millions of dollars (Decrease) Explanation Assets Receivables, net $ 140 Increased due to timing of billing and receip...
AI summary The Consolidated Balance Sheets show significant changes between 2024 and 2025, including increases in receivables, income taxes, and regulatory assets, as well as changes in debt and equity positions. The changes are attributed to factors such as timing of billing, investment returns, capital investments, and tax-related adjustments.
Regulatory and Political Risk NSPI is subject to complex legislative and regulatory frameworks that cover material aspects of their businesses. These frameworks influence key factors such as rates and cost structures, revenue requirements,...
AI summary NSPI operates under a complex regulatory framework that influences rates, costs, and capital investments. Regulatory processes, including public hearings and approvals, are essential for changes in rates and investments. Delays or adverse regulatory decisions could lead to material financial impacts. Uncertainty around IESO Nova Scotia and potential changes in environmental legislation also pose risks.
Nova Scotia Energy Reform Act: On April 5, 2024, the Province enacted Bill 404 - Energy Reform (2024) Act. This legislation implements certain recommendations made by the Clean Electricity Solutions Task Force, which was established by the...
AI summary Bill 404 - Energy Reform (2024) Act was enacted on April 5, 2024, implementing recommendations from the Clean Electricity Solutions Task Force. It established the NSEB and the More Access to Energy Act, which sets up the IESO Nova Scotia. The IESO Nova Scotia began its phased transition in October 2025, with the first phase completed in December 2025.
Transition Risk: As government policy related to the environment, renewable energy, and decarbonization continues to shift, the Company is exposed to increased uncertainty and risk arising from policy, legal, regulatory, technology, and ma...
AI summary The Company faces increased transition risks due to evolving environmental policies, renewable energy mandates, and decarbonization efforts. These risks include regulatory uncertainty, capital investment needs, and potential impacts on insurance and litigation. The energy transition may also affect the Company's ability to recover costs through rates and could lead to material adverse effects.
General Economic Risk The Company has exposure to the macro-economic conditions in Nova Scotia. Like most utilities, economic factors such as consumer income, employment and housing affect demand for electricity, and in turn the Company's...
AI summary The Company is exposed to general economic risks in Nova Scotia, including factors like consumer income, employment, and housing, which can affect electricity demand and financial results. Adverse economic conditions and inflation may hinder customers' ability to afford rate increases, leading to potential credit risks, policy shifts, and challenges in recovering costs.
- ii) Regular Roadmap Review and Refresh: Given the pace of change in distributed energy resources (DER) technologies, regulatory frameworks, and system needs, E1 suggests that the DER Integration Roadmap be treated as a living document. A...
AI summary E1 proposes a regular review and refresh of the DER Integration Roadmap to ensure it remains aligned with technological and regulatory changes. It also suggests ongoing information sharing and the establishment of a DER working group to coordinate initiatives with NS Power and the Nova Scotia Independent Energy System Operator. E1 is currently experiencing disruptions in AMI data feed access and awaits resolution.