Topic/Matter Intersection

Topic:"Revenue Requirement" in M12663

Matter: Nova Scotia Independent Energy System Operator (IESO Nova Scotia) - 2026/2027 Revenue Requirement and Fees Application
287 passages 80 documents

Revenue Requirement across all matters →

N-12026-2027 Revenue Application - Notice of Application 4 passages
and
and IN THE MATTER OF an application by the Nova Scotia Independent Energy System Operator ("IESO Nova Scotia") for an Order or Orders made pursuant to Section 29 of the Act for the review of its proposed expenditure and revenue requirement...

AI summary The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) has applied for an order under Section 29 of the Act to review its proposed expenditure, revenue requirements, and fees for the fiscal year April 1, 2026, to March 31, 2027.

NOTICE OF APPLICATION
NOTICE OF APPLICATION IESO Nova Scotia is a not-for-profit corporation established on October 24, 2024 under the Act and has a statutory mandate that includes, among other aspects, maintaining the adequacy and reliability of the bulk power...

AI summary IESO Nova Scotia submits a 2026/2027 Revenue Requirement Application under the Act, detailing its phased transition from NS Power, including completed Phase I tasks like leadership hiring, IRP process initiation, and stakeholder engagement, with Phase II (real-time dispatch transfer) planned for Q2 2027.

Net Revenue Requirement Deferral and Variance Mechanism
Net Revenue Requirement Deferral and Variance Mechanism IESO Nova Scotia proposes to track variances between forecasted and actual revenue requirement as a balance via the Net Revenue Requirement Deferral and Variance Mechanism, referred t...

AI summary IESO Nova Scotia proposes a mechanism to track variances between forecasted and actual revenue requirements, referred to as the Net OM&A Deferral and Variance Account in the 2025/2026 Revenue Requirement Application, and seeks NSEB approval.

Orders Sought
Orders Sought On the basis of the foregoing, IESO Nova Scotia hereby applies to the NSEB for Orders, on or before February 27, 2026: - 1) Directing NS Power to begin paying, no later than April 1, 2026, monthly payments to IESO Nova Scotia...

AI summary IESO Nova Scotia is requesting the NSEB to direct NS Power to make monthly payments of $950,000 starting February 1, 2026, and to approve a revenue requirement of $14.85M for the 2026-2027 fiscal year. They also seek approval for a Net OM&A Deferral and Variance Account and request an in-person hearing.

N-1-(i)2026-2027 Revenue Application 9 passages
and
and IN THE MATTER OF an application by the Nova Scotia Independent Energy System Operator for an Order or Orders made pursuant to Section 29 of the Act for the review of its proposed expenditure and revenue requirements and the fees it pro...

AI summary The Nova Scotia Independent Energy System Operator has applied for an order under Section 29 of the Act to review its proposed expenditure, revenue requirements, and fees for the fiscal year April 1, 2026, to March 31, 2027. The proceeding was initiated on January 20, 2026.

2 A. Overview
2 A. Overview - 3 This is the second revenue requirement application (Application) of the Nova Scotia Independent - 4 Energy System Operator (IESO Nova Scotia), and is for the fiscal period beginning on April 1, - 5 2026 and ending March 3...

AI summary IESO Nova Scotia is submitting a revenue requirement application for the fiscal year 2026/2027, seeking approval for OM&A costs and transitional costs. The application is submitted under the More Access to Energy Act, and there is overlap with the ongoing approval process for the 2025/2026 application. IESO Nova Scotia also requests financial relief from NS Power through a fee, and proposes a permanent variance and recovery mechanism.

15 B. Background and Statutory Mandate
the increasing scope over the - 20 implementation period. As such, while this Application will utilize the previous revenue - 21 requirement application budget as a foundation, some of the figures used depart from the previous - 22 applica...

AI summary The application updates previous revenue requirement assumptions based on new information from IESO Nova Scotia. The Board of Directors, appointed in February 2025, delegates management to an executive team, including CEO Johnny Johnston, under the More Access to Energy Act.

EXHIBIT B-1 - OM&A OVERVIEW
EXHIBIT B-1 - OM&A OVERVIEW - 2 IESO Nova Scotia's OM&A budget forecast for the period ending March 31, 2027, is comprised - 3 of both Ongoing OM&A Costs and Transition Costs. In this application, IESO Nova Scotia seeks - 4 review and appr...

AI summary IESO Nova Scotia seeks approval of its 2026/27 revenue requirement, totaling $14.85M, comprising $13.08M in ongoing OM&A costs and $1.77M in transition costs.

Comparison to 2025/2026 Budget
Comparison to 2025/2026 Budget This cost category increased $300,000 from IESO Nova Scotia's 2025/2026 Revenue Requirement 11 12 Application to cover the anticipated increased workload and the additional costs for external legal 13 counsel...

AI summary The cost category increased by $300,000 from IESO Nova Scotia's 2025/2026 Revenue Requirement Application to cover increased workload and additional costs for external legal counsel required for the Phase II transition.

Section 46
- 20 IESO Nova Scotia's procurement budget is classified into two categories: capital and operating. - 21 The capital projects which involve site development for sale to a successful proponent are expected & lt;sup>15 More Access to Energy...

AI summary IESO Nova Scotia's procurement budget is divided into capital and operating categories. Capital costs are reimbursed by successful proponents and not recovered via revenue requirement. Operating costs include managing competitive procurements, RFPs for additional capacity, and future procurement plans aligned with the Clean Power Plan and IRP.

1 2
1 2 3 4 /2026 revenue requirement application (currently before the NSEB 5 under M12412) requested approval of an OM&A deferral and variance account referred to as 6 the Net OM&A Deferral and Variance Account . The rationale for the initia...

AI summary IESO Nova Scotia seeks continuation of the Net Revenue Requirement Deferral and Variance Mechanism (formerly Net OM&A Deferral and Variance Account) for 2026/2027 and beyond to track revenue requirement variances. The mechanism, initially established under M12412, will account for forecasted Total Revenue Requirement Costs and actual cost variances, with renaming to reflect expanded scope.

5 Table 5: Net Revenue Requirement Deferral and Variance Mechanism Calculation
5 Table 5: Net Revenue Requirement Deferral and Variance Mechanism Calculation Cost Category Description 1. Budgeted Revenue Requirement The NSEB approved budgeted revenue requirement for the fiscal year period beginning April 1 and ending...

AI summary Table 5 outlines the Net Revenue Requirement Deferral and Variance Mechanism Calculation, explaining how the NSEB approves a budgeted revenue requirement and compares it to actual costs incurred in the prior fiscal year to determine a variance. This variance is carried forward to the next application.

Preamble
7 8 9 10 11 12 Once the variance is determined each year, the positive or negative variance amount will be reflected in the next Revenue Requirement and Fees application, and will be worked into the calculation of fees charged. For example...

AI summary The text discusses the mechanism for addressing revenue variances, where annual variances are reflected in subsequent Revenue Requirement and Fees applications, and any under-collected amounts are proposed for recovery in future fee calculations.

N-2Proof of Advertising 2 passages
NOVA SCOTIA ENERGY BOARD NOTICE OF PAPER HEARING p. p. 0
NOVA SCOTIA ENERGY BOARD NOTICE OF PAPER HEARING The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) applied to the Nova Scotia Energy Board on January 21, 2025, under s. 29 of the More Access to Energy Act, for approval...

AI summary IESO Nova Scotia has applied for approval of its expenditure and revenue requirement for 2026-2027, requesting a total revenue requirement of $14.85 million and the continuation of a deferral mechanism. It also seeks temporary financial relief, including monthly payments from NS Power, to be recovered through the Fuel Adjustment Mechanism.

NOVA SCOTIA ENERGY BOARD NOTICE OF PAPER HEARING p. p. 1
NOVA SCOTIA ENERGY BOARD NOTICE OF PAPER HEARING The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) applied to the Nova Scotia Energy Board on January 21, 2025, under s. 29 of the More Access to Energy Act, for approval...

AI summary IESO Nova Scotia applied for approval of its 2026-2027 revenue requirement and requested temporary financial relief. The application includes continuing a deferral mechanism and authorizing NS Power to recover costs via the Fuel Adjustment Mechanism. The Board will hold a paper hearing and accept written comments and intervenor requests.

N-3IESO (CA) RIR 1 to 10 - Redacted 2 passages
NON-CONFIDENTIAL p. p. 82
NON-CONFIDENTIAL 1 Request IR - 2 2 Reference: Application, p. 4, lines 18-23 3 As a consequence of the phased approach, IESO Nova Scotia expects its annual revenue 4 requirement submissions to adjust commensurate with the increasing scope...

AI summary IESO Nova Scotia explains that its revenue requirement application has been updated with new information and assumptions since the previous application, particularly in the salary and wages category, based on adjusted FTE requirements. The 2026/2027 application includes detailed comparisons to clarify these changes.

Preamble p. p. 82
- IESO Nova Scotia notes that actual expenditures for fiscal year 2025/2026 are materially - tracking against its proposed 2025/2026 Revenue Requirement, and IESO Nova Scotia has no - further amendments to the assumptions or costs noted in...

AI summary IESO Nova Scotia states that actual expenditures for fiscal year 2025/2026 are materially tracking against its proposed Revenue Requirement, with no further amendments to its assumptions or costs. Variances will be addressed through the Net Revenue Requirement Deferral and Variance Mechanism.

N-4IESO (DGT) RIR 1 to 23 4 passages
NON-CONFIDENTIAL p. p. 13
NON-CONFIDENTIAL 1 Request IR - 1 2 Reference: Exhibit C-1 (page 37, lines 10–13) 3 IESO Nova Scotia references the Net OM&A 3 Deferral and Variance Account approved in principle in the 2025/2026 Revenue Requirement 4 Application (M12412)...

AI summary IESO Nova Scotia proposes renaming the Net OM&A Deferral and Variance Account to the Net Revenue Requirement Deferral and Variance Mechanism to expand its scope to include additional cost categories. The request seeks details on the revised definition, parameters, comparison with existing definitions, and rationale for changes, referencing application M12412.

NON-CONFIDENTIAL p. p. 13
NON-CONFIDENTIAL 41 • When there is a balance in the deferral account it will be included as an item in the 42 next revenue requirement application submitted by IESO Nova Scotia. 43 • Timing would be expected to follow a pattern such as (u...

AI summary The document outlines the process for handling deferral account balances in revenue requirement applications by IESO Nova Scotia. Balances are included in subsequent applications, with timing aligned to fiscal years. The NSEB approves amounts, and variances between actual expenses and approved amounts are recorded in the deferral account for future applications.

Preamble p. p. 13
- IESO Nova Scotia explains that any over-collection or under-collection compared to the approved - revenue requirement will be reconciled through future fees. - Please describe the specific safeguards in place, if any, to ensure that: - (...

AI summary The document discusses the reconciliation process for over-collection or under-collection of fees relative to the approved revenue requirement, and asks for safeguards to ensure compliance and timely returns to ratepayers.

NON-CONFIDENTIAL p. p. 13
NON-CONFIDENTIAL (a) The "legal and regulatory" cost category includes two subcategories, "regulatory proceedings and assessments" and "legal and compliance". Built into the estimate for both cost subcategories is acknowledgement that the...

AI summary The IESO Nova Scotia outlines its 'legal and regulatory' cost estimates, noting reliance on external counsel due to limited internal legal resources. It references the 2027/2028 Revenue Requirement Application, the Annual Report under the More Access to Energy Act , and cross-references NSEB IR-3 for regulatory activities. The estimate aligns with prior applications.

N-5IESO (IG) RIR 1 to 32 - Redacted 6 passages
PARTIALLY CONFIDENTIAL (Attachment Only) p. p. 15
PARTIALLY CONFIDENTIAL (Attachment Only) 21 For clarification, the reference to the guarantee above is specifically with respect to the agreement 22 with New Brunswick Power regarding the purchase of 100MW of energy related to NB Power's 2...

AI summary The text refers to a guarantee related to an agreement with New Brunswick Power for the purchase of 100MW of energy from a fast-acting generation project. It also mentions that the Royal Bank of Canada is unwilling to extend financing without the IESO establishing recovery of its revenue requirement.

NON-CONFIDENTIAL p. pp. 15-42
NON-CONFIDENTIAL 37 order recovery of those deferred fees, from customers, in less than one year from the 38 date they accrue to minimize costs for customers.1 39 And 40 As noted in IESO Nova Scotia's Application and Rebuttal, a permanent...

AI summary The IESO Nova Scotia suggests that incremental costs related to NS Power's WACC should be calculated and reconciled via a permanent fee and cost recovery mechanism. A permanent cost recovery mechanism is expected to be submitted to the Board in Q2 2026, which will address concerns related to temporary financial relief.

Section 30 p. p. 22
- 14 (c) For any costs not supported by formal quotes, or proposals please provide all market data, 15 correspondence from informal discussions, and methodologies used to support the 16 estimates included in the 2026/2027 revenue requireme...

AI summary The document outlines information requests related to the 2026/2027 revenue requirement application by the Nova Scotia Independent Energy System Operator (IESO Nova Scotia) in response to queries from the Industrial Group (IG). It requests detailed market data, correspondence, and methodologies for unsupported costs and insurance expenses.

Section 32 p. pp. 22-26
23 IESO Nova Scotia also acknowledges the submission of Board Counsel 24 consultant Doane Grant Thornton (DGT), as well as submissions from the 25 Industrial Group, Small Business Advocate, and Consumer Advocate, regarding 26 IESO Nova Sco...

AI summary IESO Nova Scotia acknowledges submissions from various stakeholders regarding its 2025/2026 application but was unable to address comments before submission. It asserts that the inability to address these comments does not constitute material deficiencies, as no major issues were identified by stakeholders or consultants.

CONFIDENTIAL (Attachment Only) p. pp. 26-28
CONFIDENTIAL (Attachment Only) 40 adopting and addressing those evidentiary recommendations to further substantiate its 41 revenue requirement forecasts for future applications, and has been directed to do so in the 42 NSEB's recent Decisi...

AI summary The NSEB directed the IESO to address evidentiary recommendations for its 2025/2026 revenue requirement application (M12412). The IESO acknowledges DGT's recommendations and NSEB's guidance on requiring formal support for significant budget assumptions in future filings.

NON-CONFIDENTIAL p. pp. 28-42
NON-CONFIDENTIAL 1 Request IR - 14 2 Reference: IESO-NS Public Notice, Feb 02, 2026 – IESO Nova Scotia takes next step to secure 3 important additional capacity for grid. 4 (a) Are the costs to negotiate the term sheet with NB Power "that...

AI summary The document addresses a request regarding the costs and approval process for securing 100 megawatts of fast-acting generation capacity from a new facility in Centre Village, New Brunswick. The response confirms the costs are included in the Revenue Requirement and references the More Access to Energy Act and another document for approval processes.

N-6IESO (NSEB) RIR 1 to 33 - Redacted 10 passages
NON-CONFIDENTIAL p. p. 11
NON-CONFIDENTIAL 1 Request IR - 3 2 On page 4 of its application, IESO Nova Scotia refers to its mandate under the More Access to 3 Energy Act. 4 (a) Please provide a detailed workplan of IESO Nova Scotia's planned activities in the 5 peri...

AI summary The document contains a request for a detailed workplan from IESO Nova Scotia regarding its planned activities in the revenue requirement application, including specific activities aimed at achieving statutory objects and details related to the Integrated Resource Plan (IRP).

Project Work Plan and Schedule Date: March 10, 2026 p. p. 11
Project Work Plan and Schedule Date: March 10, 2026 Project Key activities Estimated Completion MAEA Objects 2026/2027 Revenue Requirement and Fee Application (M12663) -Evidence by Intervenors and Board Counsel Consultants due March 31, 20...

AI summary The document outlines the project work plan and schedule for the Nova Scotia Energy Board (NSEB) for 2026/2027, covering key activities such as evidence submission, stakeholder engagement, and the development of an Integrated Resource Plan (IRP). Key projects include the 2026/2027 Revenue Requirement and Fee Application and the establishment of a permanent fee and cost recovery mechanism.

8 Response IR – 7 p. p. 18
8 Response IR – 7 9 7 10 (a) Please refer to the figure below for actual expenses as of December 31, 2025 compared to 11 prorated proposed revenue requirement in M12412. As of December 31, 2025, overall 12 actual expenditures were $5.05M a...

AI summary The response refers to actual expenses as of December 31, 2025, compared to the prorated revenue requirement approved by the Board in M12412. Actual expenditures amounted to $5.05M.

Section 79 p. p. 18
- 3 expects to incur costs associated with future energy resource procurement. - 4 (a) Please describe the nature of the capital-related costs expected to be incurred, and estimate 5 in which fiscal year(s) they are expected to be incurred...

AI summary The document outlines questions regarding the nature and timing of capital-related costs for future energy resource procurement by IESO Nova Scotia, whether IESO Nova Scotia intends to build and own energy resources, and how costs will be recovered and allocated. It also references regulatory pathways for NSEB review and approval in 2026.

NON-CONFIDENTIAL p. pp. 18-69
NON-CONFIDENTIAL 41 42 (c) It is IESO Nova Scotia's present understanding that Section 30 of the More Access to 43 Energy Act applies specifically with respect to recovery of costs for energy resource supply 44 contracts. Nevertheless, all...

AI summary IESO Nova Scotia discusses cost recovery under Section 30 of the More Access to Energy Act, categorizing costs into OM&A, capital, and energy resource supply contracts. It anticipates clarifying cost recovery through NSEB applications or stakeholder engagement by Q2 2026/2027. Capital cost recovery depends on becoming a public utility under the Public Utilities Act, while OM&A costs are approved via MAEA Section 29 and Board Decision M12412.

Section 145 p. p. 18
22 (b) The 2025/2026 revenue requirement application requested funding of $5.31 Million which 23 was based on a total 2025/2026 OM&A Expenses of $7.98 Million less $2.68 Million of 24 Provincial funding. The IESO's 2025/2026 Revenue Requir...

AI summary The 2025/2026 revenue requirement application requested funding of $5.31 million, calculated from total OM&A expenses of $7.98 million minus $2.68 million in provincial funding. The IESO's application included a forecast regarding the impact of provincial funding on a one-time transition.

NON-CONFIDENTIAL p. pp. 18-73
NON-CONFIDENTIAL 26 costs of $1.23M, there will be a surplus of $1.44M to be applied to Ongoing OM&A 27 costs."1 Pursuant to part (a) above, the remaining Provincial grant surplus is forecast to be 28 $0.20M. It is yet to be determined wha...

AI summary The document discusses a surplus of $1.44M from ongoing OM&A costs and a remaining Provincial grant surplus of $0.20M. It references a revenue requirement application filed by IESO Nova Scotia with the NSEB.

Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to Nova Scotia Energy Board (NSEB) Information Requests p. pp. 64-70
Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to Nova Scotia Energy Board (NSEB) Information Requests 1 Request IR - 28 2 On pages 38 and 39 of its application, IESO Nova Scotia provides a "simplified calculat...

AI summary The Nova Scotia Energy Board (NSEB) has requested detailed information from the Nova Scotia Independent Energy System Operator (IESO Nova Scotia) regarding its proposed Net Revenue Requirement Deferral and Variance Mechanism, including administration manuals, interest costs, reporting requirements, and risk transfer to customers.

PARTIALLY CONFIDENTIAL (Attachment Only) p. pp. 72-73
PARTIALLY CONFIDENTIAL (Attachment Only) 19 Please refer to Attachment 1 for a copy of KPMG's opinion. 20 As the Board noted in its Information Request, it is reasonable to expect that amounts 21 collected by NS Power from its customers on...

AI summary The text discusses the tax implications of fees collected by NS Power for IESO Nova Scotia, arguing that HST collected from customers would be remitted to IESO, with NS Power recovering the same amount via input tax credits, resulting in no incremental tax burden on customers.

11 Response IR - 32 p. p. 77
11 Response IR - 32 12 IESO Nova Scotia acknowledges that under normal circumstances it would have researched 13 options regarding a permanent fee and cost recovery mechanism, compiled evidence on potential 14 options, conducted stakeholde...

AI summary IESO Nova Scotia explains it couldn't follow standard procedures for a permanent fee mechanism due to time constraints and the need for immediate funding to avoid insolvency. It cites the More Access to Energy Act requirement to file revenue applications by year-end, which limited its capacity to conduct proper stakeholder engagement and evidence compilation.

N-7IESO (PHP) RIR 1 to 15 2 passages
NON-CONFIDENTIAL p. p. 26
NON-CONFIDENTIAL 1 Request IR - 13 2 Reference: Application page 37, "IESO Nova Scotia is requesting a continuation of the Net 3 OM&A Deferral and Variance Account for 2026/2027 and in perpetuity for the purpose of 4 tracking and deferring...

AI summary IESO Nova Scotia responds to PHP's Information Request 13 regarding the approval of the Net OM&A Deferral and Variance Account. The NSEB approved the account on February 25, 2026 (M12412). IESO proposes balances will be addressed in future revenue requirement and fees applications, as outlined in Exhibit C-1.

NON-CONFIDENTIAL p. p. 26
NON-CONFIDENTIAL 20 (b) Annually, in accordance with the More Access to Energy Act requirement under Section 21 29. 22 23 (c) IESO Nova Scotia agrees that all costs in a revenue requirement application are subject to 24 prudency review, wi...

AI summary The document discusses the prudency review process for revenue requirements and the need for third-party consulting in planning real-time dispatch operations. It references the NSEB's Decision and Order M12412 and requests documentation regarding the solicitation process and consultant's qualifications.

N-8IESO (SBA) RIR 1 to 16 3 passages
Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to Small Business Advocate (SBA) Information Requests p. p. 4
Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to Small Business Advocate (SBA) Information Requests 1 Request IR - 1 2 Refer to M12663, Exhibit N-1-(i), IESO-NS application for an order made pursuant to Sectio...

AI summary IESO Nova Scotia is seeking approval for its 2026/2027 OM&A costs budget of $14.85M, including $13.08M for ongoing operations and $1.77M for transitional costs. The application overlaps with the ongoing review of the 2025/2026 application, and IESO-NS acknowledges that elements of this application may change following the Board's review of the 2025/2026 application.

NON-CONFIDENTIAL p. p. 4
NON-CONFIDENTIAL 21 (a) The primary members of IESO Nova Scotia's leadership team responsible for the planning, 22 developing for review and preparation of the permanent fee and cost recovery mechanism 23 are the President & CEO, General C...

AI summary IESO Nova Scotia is preparing a permanent fee and cost recovery mechanism for filing in Q1 of the 2026/27 fiscal year. It has accessed a $10 million line of credit from the Province but anticipates financial challenges in meeting liabilities by May 2026 if its application is not approved.

NON-CONFIDENTIAL p. p. 4
NON-CONFIDENTIAL 21 Response IR - 3 22 23 (a) Please refer to page 5 of IESO Nova Scotia's 2026/2027 Revenue Requirement and Fee 24 Application Rebuttal Submission of February 19, 2026. 25 26 (b) Please refer to page 5 of IESO Nova Scotia'...

AI summary IESO Nova Scotia responds to the Small Business Advocate's information requests regarding financial relief and line of credit requirements, referencing their 2026/2027 Revenue Requirement and Fee Application Rebuttal Submission and a letter from the NSEB approving temporary financial relief.

N-9IESO (IG) RIR 4 & Attachment - Refiled 2 passages
NON-CONFIDENTIAL p. p. 6
NON-CONFIDENTIAL IESO Nova Scotia (IG) IR - 4 40 Under the circumstances, IESO Nova Scotia believes that RBC's position is reasonable, 41 and would be repeated across the traditional and regulated commercial lending market. 42 Instead, IES...

AI summary IESO Nova Scotia acknowledges RBC's position as reasonable but emphasizes focusing on developing a revenue requirement application and a permanent fee and cost recovery mechanism rather than accumulating debt. They state that a monthly financing requirement of $950,000 is necessary to sustain operations based on the Board-approved 2025/26 revenue requirement of $5.31M.

Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to The Industrial Group (IG) Information Requests p. p. 6
Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to The Industrial Group (IG) Information Requests 80  approved future revenue, 81  meaningful credit history, 82  existing material assets, 83  or a loan guara...

AI summary IESO Nova Scotia discusses its need for revenue and financing, referencing the NSEB's recent decision approving the 2025/26 revenue requirement and the temporary financial relief request. It also mentions discussions with RBC regarding financing eligibility and the expectation of a permanent fee and cost recovery mechanism.

N-11Evidence of Doane Grant Thornton 16 passages
Nova Scotia Energy Board p. p. 0
Nova Scotia Energy Board Review of Revenue Requirement Application by the Nova Scotia Independent Energy System Operator Board Matter M12663 Report date: March 31, 2026 (Revised)

AI summary The Nova Scotia Energy Board is reviewing a revenue requirement application submitted by the Nova Scotia Independent Energy System Operator. The proceeding is designated as Board Matter M12663, with a revised report date of March 31, 2026.

1.1 Purpose and scope p. p. 2
1.1 Purpose and scope - Doane Grant Thornton LLP ("we", "us", "our", "Doane Grant Thornton", or "Doane GT") has been engaged by the - Nova Scotia Energy Board (the "Board" or "NSEB"). We were engaged to review an application by the Nova Sc...

AI summary Doane Grant Thornton LLP reviewed IESO Nova Scotia's revenue requirement application (M12663) for the 2026/2027 fiscal year on behalf of the Nova Scotia Energy Board. The review focused on OM&A costs, transitional cost analysis, the reasonableness of the deferral mechanism, and the financial relief request. Comparisons were made with prior budgets and expenditures.

- 4 Figure 1 Summary of findings, observations and conclusions p. p. 2
- 4 Figure 1 Summary of findings, observations and conclusions # Report section Findings, observations, and conclusions 2. Good utility practice We reviewed the Application in the context of Good Utility Practice ("GUP"). Where practices d...

AI summary The document summarizes findings related to good utility practice, revenue requirements, and operating, maintenance, and administration costs for IESO Nova Scotia. The analysis highlights variances in budgeting practices and the need for clarification on IESO Nova Scotia's methodology.

1 3. Revenue requirement p. pp. 8-10
1 3. Revenue requirement

AI summary This section discusses the revenue requirement in the regulatory proceeding, involving the Nova Scotia Energy Board (NSEB), Independent Energy System Operator (IESO), and Nova Scotia Power Board (NSPB).

2 3.1 Scope p. p. 10
2 3.1 Scope - 3 Per Section 29 of the More Access to Energy Act (the "Act"), IESO Nova Scotia is required to submit its proposed - 4 expenditure and revenue requirements for the fiscal year and the fees it proposed to charge during the fis...

AI summary Under Section 29 of the More Access to Energy Act, IESO Nova Scotia must submit its proposed expenditure and revenue requirements, including operating costs and Phase II transitional costs, to the Board for approval. The Application outlines these financial details for review.

16 3.3 Analysis p. p. 10
16 3.3 Analysis - 17 Based on evidence included in IESO Nova Scotia's Application, IESO Nova Scotia has indicated that its revenue - 18 requirement for the fiscal year 2026/2027 is $14.85M. This requirement is based on the proposals that I...

AI summary IESO Nova Scotia has proposed a revenue requirement of $14.85M for the fiscal year 2026/2027 and seeks approval to continue using the Net Revenue Requirement Deferral and Variance Mechanism.

Preamble p. pp. 13-32
2026/2027 Revenue Requirement Application by the Nova Scotia Independent Energy System Operator - Note 1: 2025/2026B provided by NSEB in this table is the total OM&A costs from M12412, which included one-time transitional costs. - Note 2:...

AI summary The 2026/2027 Revenue Requirement Application by IESO Nova Scotia outlines variances in actual costs compared to the prorated budget for 2025/2026. Key variances include lower employee and finance costs, higher corporate administrative and legal costs, and significantly higher facilities and technology costs due to unanticipated expenses.

5.3.1 2025/2026 Actual analysis p. p. 25
5.3.1 2025/2026 Actual analysis The following table demonstrates the transitional costs for actual expenses as of December 31, 2025 compared to prorated proposed revenue requirement in M12412[54](#page-25-2) . N-4 – IESO Nova Scotia Respon...

AI summary The text references a table comparing transitional costs for actual expenses as of December 31, 2025, to a prorated proposed revenue requirement in Matter M12412. It cites responses from IESO Nova Scotia to information requests by NSEB and DGT, highlighting regulatory analysis of financial data.

6.3.1 Proposed Net OM&A Deferral and Variance Account per M12412 p. p. 31
6.3.1 Proposed Net OM&A Deferral and Variance Account per M12412 - Per the M12412 Application, IESO Nova Scotia sought approval to establish a Net OM&A Deferral and Variance - Account to defer the recovery of its approved and forecasted Ne...

AI summary IESO Nova Scotia proposed establishing a Net OM&A Deferral and Variance Account under M12412 to defer recovery of approved and forecasted Net Ongoing OM&A costs, record variances until March 2026, and manage one-time transition costs exceeding Provincial funding. The Board has approved this matter.

16 6.3.2.2 Deferral Mechanism calculation p. p. 33
16 6.3.2.2 Deferral Mechanism calculation - 17 To allow for flexibility when tracking deferrals and variances for the purpose of internal financial reporting, IESO Nova - 18 Scotia is proposing the following revised simplified calculation...

AI summary IESO Nova Scotia proposes a revised simplified calculation for tracking deferrals and variances in internal financial reporting as part of the Net Revenue Requirement Deferral and Variance Mechanism.

20 Figure 23 – Net revenue requirement deferral and variance mechanism calculation p. pp. 33-34
20 Figure 23 – Net revenue requirement deferral and variance mechanism calculation # Cost category Description 1. Budgeted Revenue Requirement The NSEB approved budgeted revenue requirement for the fiscal year period beginning April 1 and...

AI summary The text describes the net revenue requirement deferral and variance mechanism calculation, which involves comparing budgeted revenue requirements with actual costs incurred. A positive variance indicates actual costs exceeded the budget, while a negative variance indicates actual costs were lower than the budget. These variances are carried forward into future revenue requirement applications.

7.3.1 Background p. p. 38
7.3.1 Background - As explained in the Application, IESO Nova Scotia has taken on operating costs, obligations, and liabilities - anticipated by the Act, which now form part of its revenue requirement. Although it has filed applications fo...

AI summary IESO Nova Scotia, a new not-for-profit entity under provincial legislation, faces short-term financing challenges despite a $10M provincial line of credit. It filed a 2026–2027 revenue requirement application but omitted a fee recovery mechanism, now seeking temporary financial relief. The Nova Scotia Energy Board noted the missing mechanism and highlighted IESO's potential inability to meet liabilities by May 2026 without additional funding.

7.3.2 The IESO Nova Scotia's request p. pp. 38-39
7.3.2 The IESO Nova Scotia's request - Per the Application, IESO Nova Scotia is requesting Board approval for immediate temporary financial relief, to - enable it to pay its liabilities as they become due. Following internal review of the...

AI summary IESO Nova Scotia is requesting temporary financial relief of $950,000 per month from NS Power to meet its liabilities until a permanent cost recovery mechanism is approved. NS Power is agreeable to this request, provided the amount can be recorded, deferred, and recovered through its Fuel Adjustment Mechanism (FAM).

Section 119 p. p. 40
- 2 In response to the submissions summarized above, IESO Nova Scotia filed rebuttal evidence on February 19, - 2026.[100](#page-41-1) 3 The IESO Nova Scotia reiterated that they will be unable to meet liabilities as early as May 2026, eve...

AI summary IESO Nova Scotia submitted rebuttal evidence stating they will be unable to meet liabilities as early as May 2026 without interim funding. This is due to the lack of an approved fee or revenue mechanism despite the transfer of significant system-operation functions from NS Power to IESO Nova Scotia.

10 Figure 26 – Summary of IESO Nova Scotia's response to Intervenors p. pp. 41-42
10 Figure 26 – Summary of IESO Nova Scotia's response to Intervenors Topic Intervenor concern IESO Nova Scotia's explanation/supporting evidence provided101 Financial position The financial request is unsubstantiated, and it is unclear why...

AI summary IESO Nova Scotia explains that its financial request is supported by evidence showing that OM&A costs are partially offset by provincial funding, but procurement-related development costs require cash funding. The Provincial Line of Credit is insufficient beyond April 2026, and without interim relief, insolvency is expected to begin in May 2026.

1 Appendix A - Glossary of terms p. pp. 47-48
1 Appendix A - Glossary of terms Abbreviation Term We, us, our, Doane GT or Doane Grant Thornton Doane Grant Thornton LLP # Document 1 100921 - NSEB – Submission – PHP – February 12, 2026 2 100923 - NSEB – Submission – CA – February 12, 20...

AI summary This document provides a glossary of terms and abbreviations used in the Nova Scotia regulatory proceeding, including references to submissions, decisions, and applications related to energy regulation and financial mechanisms.

N-12Letter of Comment - ECEL 1 passage
Section 3 p. p. 0
olling agreement established following the RFP will be an energy resource supply contract, the costs of which are recoverable from ratepayers upon application to the Board under section 30 of the Act. The inquiries that ECEL has received f...

AI summary The document discusses the NS IESO's application for recovery of procurement costs related to an energy resource supply contract following an RFP, as well as the regulatory pathways for approval of these costs. It also references concerns raised by ECEL regarding procurement decisions and regulatory requirements.

N-13DGT (IG) RIR 1 to 11 3 passages
Response - IR-3: p. p. 5
Response - IR-3: - (a) We did not test or examine whether IESO selected the least-cost means of achieving its objectives. - (b) Yes, being satisfied that a cost is "reasonable" should be distinguished from a finding that it is optimal or n...

AI summary The response discusses the distinction between reasonableness and prudence reviews, noting that the current procedures did not assess management decisions or least-cost options. It also highlights deficiencies in the IESO-NS forecasting processes and the impact on transparency and risk of future variances.

- M12663 – IESO Nova Scotia 2026-2027 Revenue Requirement Application, January 2026, page 13. p. p. 9
- M12663 – IESO Nova Scotia 2026-2027 Revenue Requirement Application, January 2026, page 13. 1 Request IR-7 - Reference: At pdf pages 16-18, and 28-29 DGT notes that many administrative and

AI summary The document references administrative and other considerations related to the IESO Nova Scotia 2026-2027 Revenue Requirement Application, citing pages 16-18 and 28-29 of the DGT analysis.

Response – IR-11 p. p. 13
Response – IR-11 - (a) While the Board directed IESO to develop specific guidelines, accounting policies and financial controls, this decision was not made until February 25, 2026, making it an ongoing process throughout the course of our...

AI summary The response to IR-11 highlights that while the IESO has been directed to develop governance policies, this process is ongoing and has limited time for completion before the report's deadline. The review did not analyze qualitative governance aspects in detail, and lagging governance controls could lead to cost overruns and hinder regulatory transparency.

N-14Opening statement - SBA 1 passage
BEFORE THE NOVA SCOTIA ENERGY BOARD 1 2
BEFORE THE NOVA SCOTIA ENERGY BOARD 1 2 3 IN THE MATTER OF: 4 5 The More Access to Energy Act, 1998, SNS 2024, c 2, Sch B, (the "Act") 6 7 and - 8 9 IN THE MATTER OF: 10 11 12 an application by the Nova Scotia Independent Energy System Ope...

AI summary The document outlines the opening statement of the Small Business Advocate in a proceeding before the Nova Scotia Energy Board regarding the Nova Scotia Independent Energy System Operator's (IESO-NS) application for approval of its proposed expenditure and revenue requirements for the test year ending March 31, 2027. The IESO-NS was created in October 2024 and has filed two annual applications, with the first being approved in February 2026.

N-16Opening statement - IESO 5 passages
Preamble p. p. 0
M12663 - IESO Nova Scotia 2026/2027 Revenue Requirement and Fees Application Opening Statement of IESO Nova Scotia Provided by Johnny Johnston, CEO, IESO Nova Scotia June 10, 2026

AI summary IESO Nova Scotia submitted an opening statement for its 2026/2027 Revenue Requirement and Fees Application, presented by Johnny Johnston, CEO, on June 10, 2026.

Introduction p. p. 0
Introduction Good morning, Chair and Members of the Board. My name is Johnny Johnston, and I am the CEO of IESO Nova Scotia. On behalf of IESO Nova Scotia, I would like to thank the Board, Board staff, and all participating stakeholders fo...

AI summary Johnny Johnston, CEO of IESO Nova Scotia, introduces himself and outlines the purpose of the proceeding, which is the Board's assessment of the 2026/2027 revenue requirement application. He emphasizes the importance of the proceeding and provides background on his extensive experience in the energy sector.

Policy Context and Organizational Mandate p. p. 0
oundational governance, controls, and corporate functions, secure office space, secure short-term funding, hire key leadership resources, and begin building out the administrative and technical teams. We entered into an agreement with New...

AI summary Nova Scotia Power has made progress in securing fast-acting capacity through collaboration with New Brunswick Power, initiated an Integrated Resource Plan, engaged stakeholders, and filed regulatory applications to support electricity supply reliability and renewable energy transition.

The Application Before the Board p. p. 0
The Application Before the Board The Application before you seeks approval of a total revenue requirement of $14.85 million for the 2026/2027 fiscal year. This amount comprises $13.08 million in ongoing operating, maintenance, and administ...

AI summary The application seeks approval of a $14.85 million revenue requirement for IESO Nova Scotia's 2026/2027 fiscal year, comprising ongoing and transitional costs. The applicant argues the amount is prudent and appropriate, reflecting a carefully developed budget aligned with the organization's statutory mandate and the realities of a phased transition. The filing occurred while the 2025/2026 proceeding was ongoing, limiting the opportunity to incorporate prior feedback.

Conclusion p. p. 0
Conclusion While this Application focuses on the 2026/2027 fiscal year, it is only one step in the broader development of IESO Nova Scotia's regulatory and financial framework. We anticipate further engagement with the Board and intervenor...

AI summary The Application for the 2026/2027 fiscal year outlines IESO Nova Scotia's regulatory and financial framework, emphasizing system reliability, transition to clean energy, and institutional capabilities. It highlights the importance of customer needs and the need for prudent, transparent decision-making, with a focus on aligning with the More Access to Energy Act .

N-18Response to Undertakings - Redacted 6 passages
IESO NS – U-02 ATTACHMENT #1 Removed for Confidentiality Purposes p. p. 13
IESO NS – U-02 ATTACHMENT #1 Removed for Confidentiality Purposes 1 Undertaking U-3: 2 3 4 To explain the difference between the $5.05 million and $5.48 million referenced in response to Board IR-7. 5 6 Response U-3: 7 8 The text preceding...

AI summary The text discusses discrepancies in financial figures related to the IESO's spending, clarifies the 'Other Expense' category, and references the provision of unaudited financial statements. It explains that an outdated figure of $5.05 million was corrected to $5.48 million, and the actual spend is expected to be below the approved revenue requirement. The 'Other Expense' category includes travel costs for conferences and meetings.

Purpose and Policy Statement p. p. 21
Purpose and Policy Statement The purpose of this policy is to establish a consistent framework for recognizing revenue earned by IESO Nova Scotia in accordance with International Financial Reporting Standards (IFRS). This policy addresses...

AI summary This policy establishes a consistent framework for recognizing revenue by IESO Nova Scotia in accordance with IFRS, covering government grants, regulated annual revenue requirements, and services provided to customers under the Standard Generator Interconnection Procedures.

Government Grants p. p. 21
Government Grants Government grant revenue is assistance provided by the government in return for compliance with specified conditions relating to operating activities, public interest mandates, or the delivery of system operator functions...

AI summary Government grants are recognized as revenue by IESO Nova Scotia under IAS 20, provided they meet specified conditions. Revenue is recognized systematically over the periods in which related costs are incurred. Grants received in advance are deferred as liabilities until conditions are satisfied and repayment obligations are resolved.

Annual Revenue Requirement p. p. 21
Annual Revenue Requirement The More Access to Energy Act establishes IESO Nova Scotia as a not-for-profit body corporate independent energy system operator. The costs to operate IESO Nova Scotia re to be recovered from market participants...

AI summary The More Access to Energy Act establishes IESO Nova Scotia as a not-for-profit entity, with its operational costs recovered through an annual revenue requirement regulated by the Nova Scotia Energy Board (NSEB). Revenue recognition follows IFRS 15 guidelines, with revenue constrained to amounts approved by the NSEB and recognized over the fiscal year.

Presentation and Disclosure p. p. 21
Presentation and Disclosure Revenue is presented in the statement of operations by source, distinguishing between government grants and revenues earned from contracts with customers. Contract assets and contract liabilities arising under I...

AI summary Revenue is categorized in the statement of operations, differentiating between government grants and customer contract revenues. Contract assets and liabilities under IFRS 15 are separately presented in the financial position statement.

REDACTED p. pp. 45-49
REDACTED 1 Undertaking U-9: 2 3 4 5 To file in confidence what percent of the CEO compensation cost built into the 2026/2027 revenue requirement is base and what is at risk as well as confirmation of what the quantum or maximum amount of t...

AI summary The document outlines several undertakings and responses related to CEO compensation and a transfer capability study. It includes details on the percentage of CEO compensation at risk, maximum bonus amounts, and compensation data for comparable regions and nationally. It also references a study on interregional transfer capability and provides a reference to a specific table in an attachment.

N-19Response to Undertaking - U8 - Refiled 1 passage
NON CONFIDENTIAL
NON CONFIDENTIAL 4. Continue to develop external relationships Relationships & trust are going to be key to IESO-NS's long term success. This is looking to build on the good start in 2025/26. i. ii. Develop Government & Stakeholder Engagem...

AI summary The document outlines key priorities for IESO-NS, focusing on developing external relationships and securing financial sustainability. It emphasizes the importance of stakeholder engagement, securing a transparent revenue model, and maintaining a credit rating for settlement activities.

100687Hearing Order 1 passage
HEARING ORDER
HEARING ORDER The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) applied to the Nova Scotia Energy Board on January 21, 2025, under s. 29 of the More Access to Energy Act , for approval of its proposed expenditure and re...

AI summary IESO Nova Scotia applied for approval of a revenue requirement and temporary financial relief, including monthly payments from NS Power. The application includes continuing a deferral mechanism and authorizing NS Power to recover costs through the Fuel Adjustment Mechanism. A paper hearing with potential conversion to a full oral hearing is planned.

100688Notice of Paper Hearing 1 passage
NOTICE OF PAPER HEARING
NOTICE OF PAPER HEARING _____________________________________________________________________________ The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) applied to the Nova Scotia Energy Board on January 21, 2025, under...

AI summary IESO Nova Scotia has applied for approval of a revenue requirement of $14.85 million for 2026-2027 and requests temporary financial relief, including monthly payments from NS Power. The Board will conduct a paper hearing and accept written comments and intervenor applications.

101067Interim Board Order 1 passage
IN THE MATTER OF THE MORE ACCESS TO ENERGY ACT
IN THE MATTER OF THE MORE ACCESS TO ENERGY ACT - and - IN THE MATTER OF AN APPLICATION by the NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR for approval of its proposed expenditure and revenue requirement for the test year ending March 31...

AI summary The Nova Scotia Independent Energy System Operator seeks approval for its expenditure and revenue requirement for the test year ending March 31, 2027, under the More Access to Energy Act. The proceeding is presided over by Stephen T. McGrath, Roland A. Deveau, and Jennifer L. Nicholson.

101598Amended Hearing Order 1 passage
AMENDED HEARING ORDER
AMENDED HEARING ORDER The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) applied to the Nova Scotia Energy Board on January 21, 2025, under s. 29 of the More Access to Energy Act , for approval of its proposed expenditur...

AI summary IESO Nova Scotia applied for approval of a revenue requirement and temporary financial relief. The application includes a revenue requirement of $14.85M for 2026-2027 and a request for monthly payments from NS Power. The Consumer Advocate and Small Business Advocate requested an oral hearing, which the Board has approved.

100453Letter NSIESO re: Submitting 2026/2027 application by January 31, 2026 1 passage
Section 1 p. p. 0
December 30, 2025 Ms. Crystal Henwood Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: IESO Nova Scotia 2026/2027 Revenue Requirement a...

AI summary IESO Nova Scotia informs the Nova Scotia Energy Board (NSEB) that it will submit its 2026/2027 Revenue Requirement and Fees application by January 31, 2026, citing Section 29(2) of the More Access to Energy Act (MAEA) for the deadline extension. The submission is required annually under Section 29(1) of the MAEA.

100645Letter IESO NS re: Seeking immediate temporary financial relief and request the Board to issue an Order 1 passage
Section 1 p. p. 0
David A. Luther General Counsel & Corporate Secretary IESO Nova Scotia 1791 Barrington Street, Suite 1010 Halifax, NS B3J 3Y8 [email protected] +1.902.333.1001 January 20, 2026 Ms. Crystal Henwood Regulatory Affairs Officer / Clerk N...

AI summary IESO Nova Scotia submits a 2026/2027 Revenue Requirement Application seeking approval for its proposed revenue requirement, Net Revenue Requirement Deferral and Variance Mechanism, and immediate temporary financial relief under the More Access to Energy Act. The application is directed to the Nova Scotia Energy Board for review and approval.

100687Hearing Order 1 passage
HEARING ORDER
HEARING ORDER The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) applied to the Nova Scotia Energy Board on January 21, 2025, under s. 29 of the More Access to Energy Act , for approval of its proposed expenditure and re...

AI summary IESO Nova Scotia has applied for approval of its revenue requirement and expenditure for 2026-2027, including a deferral mechanism and temporary financial relief. The application requests NS Power to make monthly payments to IESO Nova Scotia, to be recovered through the Fuel Adjustment Mechanism (FAM). The Board may conduct a paper hearing with oral argument.

100688Notice of Paper Hearing 1 passage
NOTICE OF PAPER HEARING
NOTICE OF PAPER HEARING _____________________________________________________________________________ The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) applied to the Nova Scotia Energy Board on January 21, 2025, under...

AI summary The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) has applied for approval of its proposed expenditure and revenue requirement of $14.85 million for fiscal year 2026-2027. The application includes a request for temporary financial relief and the continuation of a deferral mechanism. The Nova Scotia Energy Board will consider the matter in a paper hearing process.

100716Notice of Intervention - IG 1 passage
NOVA SCOTIA ENERGY BOARD
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The More Access to Energy Act - and - IN THE MATTER OF: An Application by Nova Scotia Independent Energy System Operator for approval of its proposed expenditure and revenue requirement for the te...

AI summary The Nova Scotia Energy Board is handling a proceeding under the More Access to Energy Act, involving an application by Nova Scotia Independent Energy System Operator for approval of its proposed expenditure and revenue requirement for the test year ending March 31, 2027.

100725Notice of Intervention - E1 1 passage
NOVA SCOTIA ENERGY BOARD
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The Public Utilities Act , R.S.N.S. 1989, c. 380 as amended -and- IN THE MATTER OF: AN APPLICATION by the NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR for approval of its proposed expenditure an...

AI summary The Nova Scotia Energy Board is considering an application by the Nova Scotia Independent Energy System Operator for approval of its proposed expenditure and revenue requirement for the test year ending March 31, 2027, under the Public Utilities Act.

100822Notice of Intervention - EE 1 passage
NOVA SCOTIA ENERGY BOARD
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The More Access to Energy Act, 1998 , SNS 2024, c 2, Sch B - and - IN THE MATTER OF: NSEB Matter No. M12663 – Nova Scotia Independent Energy System Operator (IESO Nova Scotia) – 2026/2027 Revenue...

AI summary The Nova Scotia Energy Board is considering an application from the Nova Scotia Independent Energy System Operator (IESO Nova Scotia) regarding its 2026/2027 revenue requirement and fees under the More Access to Energy Act, 1998. The proceeding involves regulatory review of the IESO's financial proposals.

100842Notice of Intervention - MEUs 1 passage
NOVA SCOTIA ENERGY BOARD
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: More Access to Energy Act – and – IN THE MATTER OF: An Application by the Nova Scotia Independent Energy System Operator for approval of its proposed expenditure and revenue requirement for the te...

AI summary The Nova Scotia Energy Board is addressing two matters: the More Access to Energy Act and an application by the Nova Scotia Independent Energy System Operator for approval of its proposed expenditure and revenue requirement for the test year ending March 31, 2027.

100843Notice of Intervention - PHP 1 passage
NOVA SCOTIA ENERGY BOARD
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The More Access to Energy Act – and – IN THE MATTER OF: An Application by the Nova Scotia Independent Energy System Operator for approval of its proposed expenditure and revenue requirement for th...

AI summary The Nova Scotia Energy Board is addressing two matters: the More Access to Energy Act and an application by the Nova Scotia Independent Energy System Operator seeking approval for its expenditure and revenue requirement for the test year ending March 31, 2027.

100877Notice of Intervention - NSPI 1 passage
NOVA SCOTIA ENERGY BOARD
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: AN APPLICATION BY NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR (IESO Nova Scotia) for 2026/2027 Revenue Requirement and Fees

AI summary The Nova Scotia Energy Board is considering an application by Nova Scotia Independent Energy System Operator (IESO Nova Scotia) for approval of its 2026/2027 revenue requirement and fees. The proceeding involves regulatory review of the applicant's financial needs and associated charges.

100896Notice of Intervention - DOE 1 passage
NOVA SCOTIA ENERGY BOARD p. p. 1
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The More Access to Energy Act , SNS 2024, c 2, Sch B - and – IN THE MATTER OF: AN APPLICATION by the NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR for approval of its proposed expenditure and rev...

AI summary The Nova Scotia Energy Board is considering an application by the Nova Scotia Independent Energy System Operator for approval of its expenditure and revenue requirement for the test year ending March 31, 2027, under the More Access to Energy Act, SNS 2024, c 2.

100921Submission - PHP 1 passage
Preamble p. p. 0
David S. MacDougall Direct +1 (902) 444 8561 [email protected] 1969 Upper Water Street Suite 1300 McInnes Cooper Tower - Purdy's Wharf Halifax NS Canada B3J 2V1 Tel +1 (902) 425 6500 Fax +1 (902) 425 6350 Our File: 179164...

AI summary IESO Nova Scotia seeks temporary financial relief to meet liabilities, citing lack of lender support and reliance on a $10M provincial letter of credit. The request includes monthly payments from NS Power, continuation until a permanent fee mechanism is approved, and FAM recovery. PHP raises three considerations for the Board's evaluation.

100923Submission - CA 2 passages
VIA WEB PORTAL p. p. 0
VIA WEB PORTAL Crystal Henwood, Clerk of the Board Nova Scotia Energy Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Dear Ms. Henwood: Re: M12663 - IESO Nova Scotia - 2026/2027 Revenue Requirement and...

AI summary The Consumer Advocate submits comments on IESO Nova Scotia's M12663 application for 2026/2027 revenue requirements and fees, specifically addressing the request for immediate temporary financial relief. The submission is directed to Crystal Henwood, Clerk of the Nova Scotia Energy Board.

Background p. p. 0
Background On January 20, 2026, IESO NS filed its 2026-2027 Revenue Application, seeking review and approval from the Nova Scotia Energy Board ("NSEB") for its ongoing operational, maintenance and administrative costs budget for 2026/2027,...

AI summary IESO NS submitted a revenue application requesting monthly payments of $950,000 from NS Power to cover liabilities until a permanent fee and cost recovery mechanism is approved. The request follows challenges in securing financing and the pending approval of its 2025-2026 revenue requirement application. NS Power has agreed to the arrangement, provided the costs can be recovered through the Fuel Adjustment Mechanism.

100924Submission - SBA 2 passages
Preamble p. p. 0
February 12, 2026 VIA EMAIL Ms. Crystal Henwood Clerk of the Board Nova Scotia Energy Board 1601 Lower Water Street, 3rd Floor Halifax NS B3J 3S3 Dear Ms. Henwood: Re: M12663 - Nova Scotia Independent Energy System Operator (IESO Nova Scot...

AI summary The Small Business Advocate (SBA) comments on IESO Nova Scotia's request for temporary financial relief, seeking monthly payments from NS Power until a permanent fee recovery mechanism is approved. The SBA argues the application lacks sufficient information to justify approval before the full hearing, particularly regarding the absence of a proposed rate recovery mechanism.

2. Prudency Review p. p. 0
2. Prudency Review IESO Nova Scotia has also asked that the Board approve the Financial Relief and confirm that the payments by NSPI are prudent. The Board may approve payments by NSPI to IESO Nova Scotia, similar to how NSPI makes monthly...

AI summary IESO Nova Scotia requests approval for Financial Relief and confirmation that NSPI's payments are prudent. The Board may approve such payments, similar to NSPI's payments to NSPML, but the SBA argues prudency cannot be assessed until IESO incurs costs. Payments under FAM are subject to audits.

100926Submission - IG 1 passage
(3) The $950,000 Monthly Assessment has not been justified p. pp. 3-4
(3) The $950,000 Monthly Assessment has not been justified The IESO-NS has failed to provide adequate justification or evidentiary support for the proposed $950,000 monthly assessment. It is also unclear what the total payment will be incl...

AI summary The IESO-NS has not adequately justified the proposed monthly assessment of $950,000, and no documentary evidence has been provided to support the claim that IESO-NS will be unable to meet its liabilities by May 2026. The financial projections and assumptions underlying the assessment are not fully explained or supported.

100954IG (IESO NS) IR 1 to 32 - PDF 4 passages
1 2026 M12663
28 response(s), specific (verbatim) criteria to qualify for financing and steps 1 2026 M12663 1 2 (a) Please provide a copy of IESO-NS's internal analysis leading to the determination that "a minimum" of $950,000 is needed monthly. 3 4 5 (...

AI summary The document contains a series of requests for detailed financial and operational information related to IESO-NS's internal analysis, including the rationale for monthly payments, cash flow projections, expense categorization, and timing flexibility of expenses.

11 Request IR-9:
11 Request IR-9: - 12 Reference: N-1(i) Exhibit A-1, pdf p. 3-4, acknowledges submissions from Board 13 consultant Doane Grant Thornton (DGT) and stakeholders regarding the 2025/2026 14 application, but indicates IESO-NS was unable to addr...

AI summary The document requests clarification from IESO-NS regarding deficiencies in the 2025/2026 application, specifically concerning the lack of documentation to verify financial forecasts. It also asks whether IESO-NS can now address these concerns by providing supporting evidence for assumptions and costs in the 2026/2027 revenue requirement application.

5 Request IR-14:
5 Request IR-14: - 6 Reference: IESO-NS Public Notice, Feb 02, 2026 – [IESO Nova Scotia takes next step to](https://ieso-ns.ca/wp-content/uploads/2026/02/IESO-Nova-Scotia_100-MW-Term-Sheet-NB-Power_February-2-2026_FINAL.pdf) 7 [secure impo...

AI summary Request IR-14 seeks clarification on costs related to a 100 MW capacity agreement with NB Power, whether the costs are included in the Revenue Requirement, if Board approval is required, and how costs will be allocated. The IESO-NS is involved, with reference to a 2026 public notice and potential approval by the NBEUB.

17 Request IR-29:
17 Request IR-29: - 18 Reference: N-1(i), Exhibit C-1, pdf p.37-39 proposes a permanent Net Revenue 19 Requirement Deferral and Variance Mechanism ("DVM") with a simplified annual 20 calculation and potential inclusion of capital and procu...

AI summary The text discusses a proposed permanent Net Revenue Requirement Deferral and Variance Mechanism ('DVM') with simplified annual calculations and potential inclusion of capital and procurement categories in the future. It requests confirmation from IESO-NS regarding the maintenance of separate sub-accounts for various categories.

100955IG (IESO NS) IR 1 to 32 - Word 7 passages
Section 3
Reference: N-1, Notice of Application, Immediate Temporary Financial Relief Request, pdf p.3-4; and N-1(i) Attachment A, Affidavit of Michael McFeters pdf 45. Please provide copies of IESO-NS’s current and historical financial records list...

AI summary The document references a request for IESO-NS's financial records and highlights the organization's need for at least $950,000 in monthly revenue to meet its liabilities. This information is drawn from an affidavit and exhibits submitted in a regulatory proceeding.

Section 4
s that IESO-NS “ has determined that a minimum of Nine Hundred and Fifty Thousand Dollars ($950,000) revenue is needed each month to ensure it continues to meet its liabilities as they become due .” 1. Please provide a copy of IESO-NS’s in...

AI summary The request seeks detailed financial and operational information from IESO-NS regarding its monthly revenue requirements, cash flow projections, expense categorization, and sensitivity analyses under different fee approval timelines. It focuses on the $950,000 monthly revenue figure, its rationale, and implications for liabilities and cash flow.

Section 9
the date of publication and effective date. 9. Please specifically list all stated objects and activities under the More Access to Energy Act, which are not yet in force and the expected timeline. Reference: N-1(i) Exhibit A-1, pdf p. 3-4,...

AI summary The text requests clarification on the More Access to Energy Act and its implementation timeline, as well as documentation for financial forecasts, insurance products, and transition planning between IESO-NS and NSPI. It also raises concerns about deficiencies in the revenue requirement application and duplication risks during the transition.

Section 11
IESO Nova Scotia takes next step to secure important additional capacity for grid](https://ieso-ns.ca/wp-content/uploads/2026/02/IESO-Nova-Scotia_100-MW-Term-Sheet-NB-Power_February-2-2026_FINAL.pdf). 1. Are the costs to negotiate the term...

AI summary The document outlines questions related to the negotiation of a 100 MW term sheet with NB Power for additional grid capacity, the approval process for this capacity, and the allocation of associated costs. It also includes requests for detailed information on administrative staffing, compensation assumptions, and changes in organizational structure compared to a prior proceeding.

Section 12
dentify any changes in role counts or scope. 2. Please identify any roles that were expected in 2025/26 but were not transferred/hired or were re-scoped for 2026/27 and quantify the variance impact. Reference: N-1(i), Exhibit B-2, pdf p.16...

AI summary The text requests information on changes in role counts and scope, capitalization policy for technology and website spend, regulatory proceedings breakdown, and standard RFP clauses for reimbursement. It references specific exhibits and pages in the document.

Section 16
versus new 2026/27 scopes. 2. Please confirm whether any 2025/26 transitional scopes slipped into 2026/2027, quantify the carry-forward and explain why they remain “transition” versus ongoing OM&A. Reference: N-1(i), Exhibit C-1, pdf p.37-...

AI summary The text outlines a series of questions regarding the Net Revenue Requirement Deferral and Variance Mechanism (DVM), including sub-account management, annual caps, eligibility criteria, carrying costs, and retroactive assessments. It references a proposed simplified DVM calculation and asks for templates and sensitivities.

Section 17
April 1, 2026; (ii) at a reduced amount (e.g., $700,000/month). 3. If the Board were to approve a retroactive Monthly Assessment, explain how any retroactive amount would be treated in the DVM . Reference: N-1(i), Exhibit D-1, pdf pages 42...

AI summary The document outlines questions regarding the treatment of retroactive Monthly Assessments in the DVM, the application of a permanent fee and cost recovery mechanism under the More Access to Energy Act, and the reconciliation process for excess payments by NSPI, including timing and carrying costs for over- or under-collection.

100956PHP (IESO NS) IR 1 to 15 - PDF 2 passages
Request IR-3:
Request IR-3: Reference: Application page 14, "Cost of living increases are foreseen to give rise to an overall 3% increase in the Administration Salaries compared to those in the 2025/2026 Revenue Requirement Application".

AI summary The document references a 3% increase in Administration Salaries due to cost of living increases, as outlined on Application page 14 of the 2025/2026 Revenue Requirement Application.

Questions:
Questions: - a) Please provide a copy of the RFP or other documentation that constituted the referenced "open and competitive solicitation process". - b) Please provide a copy of the "third-party expert consultant's" CV. - c) Where in eith...

AI summary The questions pertain to the need for documentation related to a solicitation process, details about a third-party consultant, budget allocations, project timelines, and workforce planning for IESO Nova Scotia during Phase II.

100957PHP (IESO NS) IR 1 to 15 - Word 4 passages
IN THE MATTER OF: An application by the Nova Scotia Independent Energy
IN THE MATTER OF: An application by the Nova Scotia Independent Energy System Operator for an Order or Orders made pursuant to Section 29 of the Act for the review of its proposed expenditure and revenue requirements and the fees it propos...

AI summary The document outlines an application by the Nova Scotia Independent Energy System Operator for an order to review its proposed expenditure and revenue requirements, as well as the fees it intends to charge for the fiscal year from April 1, 2026, to March 31, 2027, under Section 29 of the relevant Act.

1 Request IR-1:
1 Request IR-1: 2 1. Reference: Application page 5, “IESO Nova Scotia notes that actual expenditures for fiscal year 2. 2025/2026 are materially tracking against its proposed 2025/2026 Revenue Requirement”. 5 1. Question: Please provide a...

AI summary The document requests a reconciliation between IESO Nova Scotia’s actual and proposed 2025/2026 Revenue Requirement for the 10-month period April 1, 2025, to January 31, 2026, broken down by OM&A cost categories.

27 Request IR-3:
27 Request IR-3: 28 1. Reference: Application page 14, “Cost of living increases are foreseen to give rise to an overall 2. 3% increase in the Administration Salaries compared to those in the 2025/2026 Revenue 3. Requirement Application”....

AI summary The text references an application page 14, which discusses a 3% increase in Administration Salaries due to cost of living increases, compared to the 2025/2026 Revenue Requirement Application.

29 Request IR-13:
29 Request IR-13: 30 1. Reference: Application page 37, “IESO Nova Scotia is requesting a continuation of the Net OM&A 2. Deferral and Variance Account for 2026/2027 and in perpetuity for the purpose of tracking and 3. deferring any varian...

AI summary IESO Nova Scotia is requesting the continuation of the Net OM&A Deferral and Variance Account for 2026/2027 and in perpetuity to track and defer any variance from the approved revenue requirement.

100958DGT (IESO NS) IR 1 to 23 - PDF 3 passages
Request IR-4:
Request IR-4: - Reference: Exhibit D‑1 (page 40, lines 23–26) - IESO Nova Scotia explains that a minimum of $950,000 per month is required to ensure it can - meet its liabilities as they become due. - a) Please explain how this $950,000 wa...

AI summary IESO Nova Scotia requests relief, stating that a minimum of $950,000 per month is needed to meet its liabilities. The request includes questions about how this amount was calculated and a forecast showing why IESO would be unable to meet its liabilities without the relief.

Request IR-5:
Request IR-5: - Reference: Exhibit D‑1 (page 41, lines 9–11) - IESO Nova Scotia explains that ahead of this filing, IESO Nova Scotia has consulted NS Power - and can advise that NS Power is agreeable to the request that "the Board direct N...

AI summary IESO Nova Scotia has consulted with NS Power and claims NS Power agrees to a monthly payment of $950,000 until a permanent fee mechanism is approved. Evidence of NS Power's agreement is requested.

Request IR-8:
Request IR-8: - Reference: Exhibit D‑1 (page 43, lines 14–17) - IESO Nova Scotia proposes that "any true-ups related to a permanent fee recovery mechanism - is proposed via the Net Revenue Requirement and Deferral and Variance Mechanism, w...

AI summary IESO Nova Scotia proposes using the Net Revenue Requirement and Deferral and Variance Mechanism to recover permanent fees, ensuring only actual costs are passed to market participants. The request seeks clarification on how this will be recorded and how double-counting or misalignment with future revenue true-ups will be avoided.

100959DGT (IESO NS) IR 1 to 23 - Word 3 passages
Section 1
M12663 NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: THE MORE ACCESS TO ENERGY ACT - and - IN THE MATTER OF: IN THE MATTER OF AN APPLICATION by the NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR for approval of its proposed expenditure and re...

AI summary The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) refers to a Net OM&A Deferral and Variance Account approved in principle in the 2025/2026 Revenue Requirement Application (M12412), and proposes renaming it to the Net Revenue Requirement Deferral and Variance Mechanism to allow for future use with various cost categories. Doane Grant Thornton LLP has been asked to provide information on the proposed changes.

Section 2
rral and Variance Mechanism to reflect its potential use in truing up various other cost categories in the future.” With regards to proposed changes in deferral account, please provide the following: 1. The proposed revised definition of t...

AI summary The document discusses the proposed changes to the deferral account, including its definition, parameters, and the rationale for these changes. It also raises questions regarding the review and recovery of capital costs, reimbursement of procurement costs, and the minimum monthly funding requirement to meet liabilities.

Section 4
to record, defer, and recover the Monthly Assessment through its Fuel Adjustment Mechanism (FAM), with the Monthly Assessment being approved as a prudent cost of NS Power by way of this application.” 1. Please explain why the FAM is consid...

AI summary The text discusses the use of the Fuel Adjustment Mechanism (FAM) to recover the Monthly Assessment as a prudent cost of NS Power. It requests explanations on the appropriateness of FAM, alternative mechanisms considered, and the impact on customers. It also inquires about safeguards for revenue reconciliation and the recording of costs within the proposed mechanism.

100962NSEB (IESO NS) IR 1 to 33 - PDF 4 passages
Request IR-3:
Request IR-3: - On page 4 of its application, IESO Nova Scotia refers to its mandate under the More Access to Energy Act. - a) Please provide a detailed workplan of IESO Nova Scotia's planned activities in the period covered by this revenu...

AI summary Request IR-3 seeks detailed information from IESO Nova Scotia regarding its workplan, alignment with the More Access to Energy Act's statutory objects (clauses 9(a)-(t)), and progress on the Integrated Resource Plan (IRP) under sections 10 and 11 of the Act. Specifics requested include timelines, studies, procurements, and terms of reference for the IRP.

Request IR-25:
Request IR-25: - On page 37 of its application, IESO Nova Scotia states: "IESO Nova Scotia's 2025/2026 revenue - requirement application (currently before the NSEB under M12412) requested approval of an - OM&A deferral and variance account...

AI summary IESO Nova Scotia requests continuation of the Net OM&A Deferral and Variance Account for 2026/2027 and in perpetuity to track revenue variances. The NSEB seeks clarification on the rationale for the account's perpetuity and the basis for consolidating operating, capital, and resource procurement costs into a single deferral account, given potential differences in rate class allocations.

Request IR-28:
Request IR-28: - On pages 38 and 39 of its application, IESO Nova Scotia provides a "simplified calculation for the Net Revenue Requirement Deferral and Variance Mechanism": - a) Will IESO Nova Scotia be preparing an administration manual...

AI summary The document contains two regulatory requests (IR-28 and IR-29) directed at IESO Nova Scotia. IR-28 asks for clarification on the Net Revenue Requirement Deferral and Variance Mechanism, including administrative procedures, financial implications, reporting requirements, risk transfer, and cost containment strategies. IR-29 inquires about the tax treatment of monthly payments made by Nova Scotia Power on behalf of IESO Nova Scotia.

Request IR-30:
Request IR-30: Please explain how the Monthly Assessment amount of $950,000 was determined (given that even the recovery of that amount over 14 months is less than the proposed 2026/2027 revenue requirement) and the impact of accumulating...

AI summary The text requests an explanation of how the Monthly Assessment amount of $950,000 was determined, particularly in relation to the proposed 2026/2027 revenue requirement, and the potential impact of accumulating deferrals if a permanent fee and cost recovery mechanism is not approved by March 31, 2027.

100963NSEB (IESO NS) IR 1 to 33 - Word 7 passages
Section 2
lain how payments made on April 1, 2026 are effective January 1, 2026 or February 1, 2026”. On page 4 of its application, IESO Nova Scotia refers to its mandate under the More Access to Energy Act . 1. Please provide a detailed workplan of...

AI summary The document outlines a series of questions directed at IESO Nova Scotia regarding its workplan, activities under the More Access to Energy Act , and the progress of the Integrated Resource Plan (IRP). It also requests information on staffing and organizational structure, and notes that Phase I of the transition from NS Power has not been completed.

Section 4
and timelines” issued, when was the contract awarded and to whom? 4. Please indicate when in 2026 the deliverable plan, appropriate target date and budget will be available to be filed with the Board. On page 6 of the application, IESO Nov...

AI summary The document includes questions regarding the timeline and award of a contract, the availability of a deliverable plan and budget in 2026, discrepancies between actual and proposed expenditures in Matter M12412, compliance with reliability standards, and the IRP process transition from NS Power to IESO Nova Scotia.

Section 5
or conducting an IRP analysis. On page 8 of its application, IESO Nova Scotia states it will incur capital-related costs and expects to incur costs associated with future energy resource procurement. 1. Please describe the nature of the ca...

AI summary The document outlines questions regarding IESO Nova Scotia's capital-related costs, procurement strategies, cost recovery methods, and regulatory pathways for cost categories. It also references Table 3 on page 12 of the application.

Section 9
2025/2026 annualized amount based on the 2025/2026 budget and not adjusted based on “the most recent assumptions on the number of employees and salaries as currently planned by the end of 2025/2026.” Regarding the Phase II readiness assura...

AI summary The text includes questions and comments regarding the 2025/2026 budget, consultant readiness for Phase II, the Net OM&A Deferral and Variance Account, and the use of a provincial grant. It also requests additional information on the account's rationale, balance, and recovery, as well as clarification on the application of grant funds.

Section 10
IESO Nova Scotia projected to use $1.23 million of that amount to pay for transition costs in fiscal 2025/2026. It also forecast to apply the balance of $1.44 million against the “Ongoing OM&A costs”. 1. How much of the Provincial grant of...

AI summary IESO Nova Scotia is projected to use $1.23 million of a $2.68 million provincial grant for transition costs in fiscal 2025/2026, with the remaining $1.44 million applied to ongoing OM&A costs. The application includes a simplified calculation for the Net Revenue Requirement Deferral and Variance Mechanism.

Section 12
1. Will IESO Nova Scotia be preparing an administration manual detailing the policies and procedures applicable to its proposed deferral and variance account (and if so when)? 2. Please explain if interest or financing costs will be associ...

AI summary The text presents a series of questions directed at IESO Nova Scotia regarding the administration, financial implications, reporting requirements, and risk management of its proposed Net Revenue Requirement Deferral and Variance Mechanism.

Section 15
as they become due in or about May 2026, please explain in detail why IESO Nova Scotia did not do as it had indicated it would and apply for a permanent fee and recovery mechanism in this proceeding. Please identify the additional costs in...

AI summary The text requests an explanation from IESO Nova Scotia regarding why it did not implement a previously indicated action by May 2026 and asks for the additional costs associated with its proposed permanent fee recovery mechanism application, including regulatory and financing costs.

100964CA (IESO NS) IR 1 to 10 - PDF 2 passages
1 Request IR-3:
1 Request IR-3: 2 3 Reference: Application, p. 5, lines 14-19 4 5 IESO Nova Scotia notes that actual expenditures for fiscal year 2025/2026 are materially 6 tracking against its proposed 2025/2026 Revenue Requirement, and IESO Nova Scotia...

AI summary IESO Nova Scotia states that actual expenditures for fiscal year 2025/2026 are significantly different from its proposed Revenue Requirement. It confirms no further amendments to its assumptions and will address variances through the Net Revenue Requirement Deferral and Variance Mechanism.

Section 14
- 4 (d) Please describe what IESO NS means when it says "significant uncertainty remains 5 around the exact scope of Phase II and all the work that will be required." 9 Reference: Application, Exhibit C-1 11 If the Board approves IESO NS's...

AI summary The text includes questions directed at IESO NS regarding the uncertainty around Phase II, the approval of a Net Revenue Requirement Deferral and Variance Mechanism, and the justification for interim relief. It also asks for clarification on financial liabilities, lender reluctance, cost estimates, and alternative cost recovery options.

100965CA (IESO NS) IR 1 to 10 - Word 4 passages
Section 2
tional timeline for Phase II implementation is Q2 of the 2027 calendar year; however, work in early 2026 is required to be completed to provide a deliverable plan, appropriate target date, and budget. 1. Please provide the name of the cons...

AI summary The text outlines requests for information regarding the implementation timeline, consultant selection, procurement process, and revenue requirement adjustments for IESO Nova Scotia's Phase II implementation. It also requests details on updated assumptions affecting revenue requirement submissions.

Section 3
e continues to grow. 1. What “information and assumptions” has IESO NS updated? Please provide details regarding any changes/updates. Request IR-3: Reference: Application, p. 5, lines 14-19 IESO Nova Scotia notes that actual expenditures f...

AI summary IESO Nova Scotia has noted that actual expenditures for fiscal year 2025/2026 are materially tracking against its proposed Revenue Requirement, with no further amendments to assumptions or costs. The organization is also preparing for Phase II of real-time dispatch operations, which is subject to the proclamation of certain Act provisions and depends on factors like technology requirements and regulatory compliance.

Section 4
diness (including reliability compliance), and space requirements.” If so, what is IESO NS’s current assessment of these requirements. Request IR-5: Reference: Application, p. 8, lines 17-26 As a result of IESO Nova Scotia’s mandate and as...

AI summary The document discusses IESO Nova Scotia's incurred and expected capital-related costs, including those from energy resource procurements, and the need for regulatory approval of these costs. It also references the regulatory pathways for future review and approval in 2026.

Section 12
t to a prudence review? In the event such costs are deemed imprudent, what would be the appropriate mechanism to address any disallowances? Request IR-10: Reference: Application, Exhibit D-1 1. With respect to IESO NS’s justification for i...

AI summary The request seeks clarification on IESO NS's justification for interim relief, including the basis for its financial claims and alternatives to cost recovery through the FAM. It also asks about the prudence of certain costs and mechanisms for addressing disallowances.

100966SBA (IESO NS) IR 1 to 16 - PDF 5 passages
Preamble p. p. 1
Refer to M12663, Exhibit N-1-(i), IESO-NS application for an order made pursuant to Section 29 of the Act for the review of its proposed expenditure and revenue requirements and the fees it proposes to charge for the fiscal year between Ap...

AI summary IESO Nova Scotia is seeking approval for its 2026/2027 OM&A budget of $14.85M, including transitional costs. The application is submitted before the approval of the 2025/2026 revenue requirement application, and there may be changes following the Board's review. Questions are raised about potential changes, staffing, organizational structure, and management team stability.

Request IR-2: p. p. 1
Request IR-2: Refer to the Application and Exhibit D-1 – Immediate Temporary Financial Relief which states on page 40, at lines 9-11: While IESO Nova Scotia has filed its 2025/2026 Revenue Requirement Application (M12412) and is seeking th...

AI summary Request IR-2 seeks clarification on NSIESO's management responsibilities for revenue requirement filings, anticipated timelines for fee approval, methods for charging non-FAM participants, and the list of business types served. The NSIESO has filed a revenue requirement application (M12412) but has not yet collected fees.

Request IR-7: p. p. 3
Request IR-7: Refer to the Application and Exhibit A-1 – Introduction, which states at page 5, Lines 14 – 19: IESO Nova Scotia notes that actual expenditures for fiscal year 2025/2026 are materially tracking against its proposed 2025/2026...

AI summary IESO Nova Scotia states that actual expenditures for fiscal year 2025/2026 are 'materially tracking against' its proposed Revenue Requirement, with no further amendments to assumptions or costs. Variances will be addressed through the Net Revenue Requirement Deferral and Variance Mechanism.

Request IR-11: p. p. 3
Request IR-11: Refer to the Application and Exhibit B-1 – Ongoing OM&A Cost Category Detail, page 15, Table 3: Comparison Chart Between 2025/2026 and 2026/2027 Budgets for the Employees (Administration) Category: a) How was the annualized...

AI summary Request IR-11 inquires about the methodology used to calculate the annualized revenue requirement for the 2025/2026 budget, referencing Exhibit B-1 and Table 3. The focus is on the Employees (Administration) category's budget comparison between 2025/2026 and 2026/2027.

Request IR-12: p. p. 3
Request IR-12: Refer to the Application and Exhibit B-1 – Ongoing OM&A Cost Category Detail, page 16, Table 4: OM&A Costs for the Corporate Administrative Cost Category: - a) What is the breakdown for office costs? - b) Why were there no o...

AI summary Request IR-12 seeks clarification on office costs in NSIESO's OM&A cost breakdown, including their absence in the 2025/2026 revenue requirement application and potential overlap with Facilities and Technology costs.

100968SBA (IESO NS) IR 1 to 16 - Word 6 passages
Section 2
Scotia in the amount of $1.77M (Transitional Costs), for a total of $14.85M (Total OM&A Costs). This 2026/2027 Revenue Requirement application seeks approval of the entirety of these Total OM&A Costs. This OM&A budget must be viewed in the...

AI summary The document outlines the 2026/2027 Revenue Requirement application for IESO Nova Scotia, requesting approval of Total OM&A Costs of $14.85M, including $1.77M in Transitional Costs. The application overlaps with the pending approval of the 2025/2026 application (M12412), and potential changes may occur after the Board’s review of the latter.

Section 3
cted to remain the same through March 2027 and, if not: 1. What changes are anticipated; and 2. whether those anticipated changes are included as part of this Application. Request IR-2: Refer to the Application and Exhibit D-1 – Immediate...

AI summary The text outlines requests for information regarding the IESO-NS's revenue requirement application, including management responsibilities, timelines for fee collection, plans for charging non-FAM customers, and a list of expected service recipients. It also mentions financial projections and the use of a provincial line of credit.

Section 5
sence of revenue or an approved revenue requirement, and (b) the Province was prepared to loan IESO Nova Scotia the total of Ten (10) Million dollars in the form of a line of credit.[[5]](#footnote-6) 1. Please confirm what is the full lis...

AI summary The document discusses IESO-NS's request for immediate financial relief, referencing a need for $950,000 monthly revenue to meet liabilities and the Province's willingness to provide a $10 million line of credit. NS Power's agreement to defer and recover the cost through its Fuel Adjustment Mechanism is also mentioned.

Section 6
, and recover the Monthly Assessment through its Fuel Adjustment Mechanism (FAM), with the Monthly Assessment being approved as a prudent cost of NS Power by way of this application.[[6]](#footnote-7) 1. How far ahead of this filing did IE...

AI summary The document discusses the recovery of a Monthly Assessment through the Fuel Adjustment Mechanism (FAM) by NS Power, and requests information on consultations, legislative authority, and details of the proposed Net Revenue Requirement Deferral and Variance Mechanism. It also references an application and exhibits for further details.

Section 7
there be an audit of the Net Revenue Requirement Deferral and Variance Mechanism? Request IR-7: Refer to the Application and Exhibit A-1 – Introduction, which states at page 5, Lines 14 – 19: IESO Nova Scotia notes that actual expenditures...

AI summary The text includes several requests for clarification regarding the Net Revenue Requirement Deferral and Variance Mechanism, employee turnover estimates, vendor quotes, and budget comparisons. These requests aim to understand the implications of variances, the timeline for transferring responsibilities, and the assumptions behind cost estimates.

Section 8
Refer to the Application and Exhibit B-1 – Ongoing OM&A Cost Category Detail, page 15, Table 3: Comparison Chart Between 2025/2026 and 2026/2027 Budgets for the Employees (Administration) Category: 1. How was the annualized amount for the...

AI summary The document contains several requests for information regarding the calculation of revenue requirements, the breakdown of office costs, and the financial relief mechanism for IESO Nova Scotia. It focuses on OM&A costs, administrative expenses, and the assumptions made about fee collection and cost recovery.

101002Rebuttal Submission from IESO-NS re: temporary financial relief 7 passages
VIA ELECTRONIC SUBMISSION p. p. 0
VIA ELECTRONIC SUBMISSION Ms. Crystal Henwood Regulatory Affairs Officer/Clerk Nova Scotia Energy Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Dear Ms. Henwood: RE: M12663 - Nova Scotia Independent E...

AI summary IESO Nova Scotia seeks temporary financial relief for 2026/2027, rebutting intervenor opposition citing insufficient evidence, FAM misuse, and lack of prudency findings. Intervenors (except PHP) oppose interim relief, while IESO provides additional evidence and legal context to justify the request under the More Access to Energy Act.

1. Why IESO Nova Scotia is unable to pay its liabilities p. pp. 2-3
1. Why IESO Nova Scotia is unable to pay its liabilities IESO Nova Scotia submitted its initial Revenue Requirement and Fees Application for the test period ending March 31, 2026 to the Board on August 5, 2025. The initial 2025/2026 Revenu...

AI summary IESO Nova Scotia submitted a Revenue Requirement and Fees Application for the test period ending March 31, 2026, seeking net OM&A costs of $5.31 million after provincial funding. The submission is part of a regulatory proceeding with multiple stakeholder submissions referenced.

2. Calculation of the $950,000 monthly fee p. p. 3
2. Calculation of the $950,000 monthly fee In determining the interim fee portion of the application, IESO Nova Scotia undertook a practical exercise with simple cash modeling, with a view of trying to arrive at the lowest possible monthly...

AI summary IESO Nova Scotia developed a cash flow model to determine the minimum interim monthly fee of $950,000 required to sustain operations through November 2026. The model assumes no procurement cost recovery, excludes Phase 2 implementation costs, and considers OM&A and procurement budgets for 2026/27.

Preamble p. p. 3
Page 7 of 13 February 19, 2026 Ms. Henwood If the Board were to approve a $950,000 monthly assessment from February 2026 through March 2027, the total interim collections would be approximately $13.3 million. That amount is materially less...

AI summary The document outlines a proposed monthly assessment of $950,000 from February 2026 to March 2027, totaling $13.3 million. This is significantly less than the $20.16 million in combined revenue requirements for 2025/2026 and 2026/2027. The request for an effective date of February 1, 2026, with the first payment due by April 1, 2026, is explained as a measure to avoid liquidity issues before the Board's decision.

4. Applicable Taxes p. p. 6
ase explain the basis for this statement and whether Nova Scotia Power's customers are being exposed to higher tax costs as a result of the arrangements between Nova Scotia Power and IESO Nova Scotia. At the time of preparing the 2026/2027...

AI summary Nova Scotia Power (NSP) and IESO Nova Scotia are evaluating whether HST applies to fees collected under the MAEA. KPMG's preliminary advice suggests HST may apply to IESO's revenue recovery fees, but NSP's input tax credits would offset this, leaving customers unaffected. IESO states customers would not face incremental tax costs due to this arrangement.

The CA provided as follows: p. pp. 9-10
The CA provided as follows: In addition, this exceptional request would also require the Board to deem any such payments through this mechanism to be prudent. Such a presumptive finding would inappropriately limit the Board's ability to re...

AI summary The document discusses concerns over presumptively deeming FAM payments prudent, which could limit the Board's review and ratepayer recourse. IESO Nova Scotia argues a full prudency assessment may not be feasible before an interim order, suggesting reliance on a deferral account for later adjustments. Intervenors raise forecasting risks, but IESO notes alignment between actual and forecasted 2025/2026 costs. The IG and Board consultant found no methodological flaws in IESO's approach.

C. CONCLUSION p. pp. 10-11
C. CONCLUSION The circumstances described in this rebuttal demonstrate that temporary financial relief is urgently required to ensure IESO Nova Scotia can continue its operations during the transition mandated by the MAEA. Even with full u...

AI summary IESO Nova Scotia requests temporary financial relief to avoid insolvency during the transition mandated by the MAEA, citing inability to meet liabilities by May 2026. They propose using the FAM as a temporary tool and address intervenor concerns regarding prudency and evidentiary sufficiency. A minimum of $950,000 monthly is required to prevent insolvency during this period.

101016Letter CA re: request for the opportunity to submit IRs 1 passage
RE: M12663 - IESO NS - 2026-27 Revenue Requirement and Fees Application Temporary Financial Relief Request p. p. 0
RE: M12663 - IESO NS - 2026-27 Revenue Requirement and Fees Application Temporary Financial Relief Request We have reviewed the Rebuttal Submissions of IESO Nova Scotia which were filed yesterday in this matter. In response to concerns rai...

AI summary IESO Nova Scotia submitted new financial details and alternative proposals for deferring interim monthly assessments. The Consumer Advocate requests time to submit information requests and comments, while emphasizing the need for fairness in responding to new information. The matter involves temporary financial relief for 2026-27 revenue requirements.

101017Email from NSEB to IESO re: respond to request from CA 1 passage
Preamble p. p. 0
From: [Henwood, Crystal D](mailto:[email protected]) To: [David Luther](mailto:[email protected]) Cc: [Alissa Whalen](mailto:[email protected]); [Allison Coffin](mailto:[email protected]); [Angela Costello](...

AI summary An email from Crystal Henwood to David Luther regarding the IESO-NS's 2026/2027 Revenue Requirement and Fees Application. The Nova Scotia Energy Board requests IESO-NS to respond to the Consumer Advocate's letter by February 23, 2026. A secure file transfer service is mandated for document submissions starting November 3, 2025.

101020Email from NSEB to IESO re: respond to request from IG 1 passage
Statement of Confidentiality p. p. 0
Statement of Confidentiality This message (including any attachments) may contain private or protected information meant for a specific person or organization. If you received this by mistake, please let the sender know, do not communicate...

AI summary The Nova Scotia Energy Board (Board) requests the IESO-NS to respond to a 2026/2027 Revenue Requirement and Fees Application by February 23, 2026, following a letter from the Consumer Advocate. The email outlines procedural requirements for document submission via a secure portal.

101027Response from IESO to CA, SBA and IG letters re: submitting IRs 1 passage
Section 1 p. p. 0
David Luther General Counsel & Corporate Secretary IESO Nova Scotia 1791 Barrington Street, Suite 1010 Halifax, NS B3J 3Y8 (902) 333-1001 [email protected] February 23, 2026 VIA ELECTRONIC SUBMISSION Ms. Crystal Henwood Regulatory Af...

AI summary IESO Nova Scotia seeks temporary financial relief for its 2026/2027 revenue requirement and fees application. The organization acknowledges letters from the Consumer Advocate, Industrial Group, and Small Business Advocate regarding the Board's hearing process and intends to respond to the Board's invitation.

101051Board Decision Letter re: interim temporary financial relief 1 passage
Section 1 p. p. 0
February 25, 2026 [[email protected]](mailto:[email protected]) [[email protected]](mailto:[email protected]) [[email protected]](mailto:[email protected]) Johnny Johnston, President/CEO David A. L...

AI summary IESO Nova Scotia submitted its 2026/2027 revenue requirement application late and omitted a fee recovery mechanism, despite prior commitments. The application was filed on January 20, 2026, with plans to submit the fee recovery mechanism in Q2 2026. The Nova Scotia Energy Board is reviewing the incomplete submission under the More Access to Energy Act.

101187Letter IESO re: RIRs & confidential undertaking 1 passage
Re: M12663 - IESO Nova Scotia 2026/2027 Revenue Requirement and Fee Application – Responses to Information Requests p. p. 0
Re: M12663 - IESO Nova Scotia 2026/2027 Revenue Requirement and Fee Application – Responses to Information Requests Dear Ms. Henwood: On January 20, 2026, the Independent Energy System Operator of Nova Scotia (IESO Nova Scotia, IESO) submi...

AI summary IESO Nova Scotia submitted a 2026/2027 Revenue Requirement and Fee Application, prompting the Nova Scotia Energy Board (NSEB) to issue Information Requests (IRs). IESO argues that disclosing commercially sensitive cost information could harm customers by enabling competitors to gain advantages, increase prices, or impose contractual constraints. Confidentiality is maintained to protect vendors, ensure competitive procurement, and prevent cost increases passed to customers.

101188Confidential Undertaking 1 passage
Schedule "A"
Schedule "A" - 1. IESO Nova Scotia will provide Designated Confidential Information, as defined herein, to the Designated Recipient as defined in the undertaking to which this schedule is attached. - 2. Designated Confidential Information...

AI summary IESO Nova Scotia provides confidential information to recipients under a regulatory proceeding, including proprietary data and employee compensation details, subject to confirmation by the Nova Scotia Energy Board (NSEB) and the Board. This pertains to the 2026/2027 Revenue Requirement and Fees Application (M12663).

101491Letter SBA re: requesting that the hearing schedule be amended to allow for an oral hearing 1 passage
Section 1 p. p. 0
April 7, 2026 VIA EMAIL Ms. Crystal Henwood Clerk of the Board Nova Scotia Energy Board 1601 Lower Water Street, 3rd Floor Halifax NS B3J 3S3 Dear Ms. Henwood: Re: M12663 – Nova Scotia Independent Energy System Operator (IESO-NS) – 2026/20...

AI summary The Small Business Advocate (SBA) requests an oral hearing for M12663 regarding the IESO-NS's 2026/2027 Revenue Requirement and Fees, citing insufficient information in the application and the need for cross-examination on staffing, budget, governance, and interim funding issues. The SBA emphasizes the importance of addressing gaps in the IESO-NS's responses to information requests.

101501Letter CA re: supports the request for an oral hearing 1 passage
Section 1 p. p. 0
Please refer to: David Roberts Email: [[email protected]](mailto:[email protected]) Assistant: Alissa Whalen Assistant's email: [[email protected]](mailto:[email protected]) April 7, 2026 VIA WEB PORTAL Crystal Henwoo...

AI summary The Consumer Advocate supports the Small Business Advocate's request for an oral hearing in M12663 regarding IESO Nova Scotia's 2026/2027 revenue requirement and fees application. The letter references the matter and the supporting position.

101574Letter from IESO-NS re: oral hearing request 2 passages
Section 1 p. p. 0
April 15, 2026 Ms. Crystal Henwood Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: M12663 – IESO Nova Scotia - 2026/2027 Revenue Requi...

AI summary The Small Business Advocate (SBA) requests an oral hearing for IESO Nova Scotia's 2026/27 Revenue Requirement and Fees Application, supported by the Consumer Advocate and Industrial Group. IESO Nova Scotia acknowledges the request but argues a full oral hearing may be unnecessary at this early stage.

Section 4 p. p. 0
, aspirationally in 2027, and purposefully moving forward to establish a permanent fee and cost recovery mechanism in consultation with stakeholders, with related work and engagement already underway. In these circumstances, IESO Nova Scot...

AI summary IESO Nova Scotia proposes addressing remaining concerns about the 2026/2027 Revenue Requirement and Fees application through oral submissions, with potential written submissions if needed. They emphasize a measured approach aligned with their priorities and the scope of the requested approvals, which include a $14.85 million revenue requirement and a deferral mechanism. The IESO also highlights commitments to transparency and regulatory engagement.

101595Board letter re: Reserved hearing dates and timeline 2 passages
Section 1 p. p. 0
April 16, 2026 By Email M12663 Parties Dear Parties: M12663 – Nova Scotia Independent Energy System Operator – 2026/2027 Revenue Requirement and Fees On January 23, 2026, the Board issued a Hearing Order determining the proceeding would be...

AI summary M12663 concerns the Nova Scotia Independent Energy System Operator's (IESO-NS) 2026/2027 Revenue Requirement and Fees. The Board allowed a paper hearing but reserved the right to switch to an oral hearing. The Small Business Advocate and Consumer Advocate requested an oral hearing, citing missing information in IESO-NS's application, including staffing, budgetary spending, and governance mechanisms. IESO-NS responded to the requests but did not explicitly address the oral hearing request.

Section 2 p. p. 0
ance Mechanism and its governance, and issues raised in relation to the request for interim funding, among others. On April 15, 2026, IESO-NS responded to the requests. In its submissions, it stated: IESO Nova Scotia acknowledges the SBA's...

AI summary IESO-NS acknowledges concerns from SBA regarding insufficient information in its 2026/2027 Revenue Requirement application, attributing gaps to its first year of operation and recent staffing. It asserts efforts to strengthen evidence and suggests remaining issues can be resolved through oral argument. The proceeding involves Board decision M12412 and is chaired by Stephen T. McGrath, Roland A. Deveau, and Jennifer L. Nicholson.

101598Amended Hearing Order 1 passage
AMENDED HEARING ORDER
AMENDED HEARING ORDER The Nova Scotia Independent Energy System Operator (IESO Nova Scotia) applied to the Nova Scotia Energy Board on January 21, 2025, under s. 29 of the More Access to Energy Act , for approval of its proposed expenditur...

AI summary IESO Nova Scotia applied for approval of a revenue requirement and temporary financial relief, including monthly payments from NS Power. The Board approved an oral hearing after the Consumer Advocate and Small Business Advocate requested it.

101678IG (DGT) IR-1 to IR-11 1 passage
1 (iii) quantitative testing of underlying assumptions.
27 1 (iii) quantitative testing of underlying assumptions. 26 prudence review? Please explain. 27 (d) If not, what additional evidence and analysis would be required for DGT to 28 opine meaningfully on prudence? 1 Request IR-4: 2 Reference...

AI summary The text outlines requests for clarification regarding prudence review and forecasting processes, specifically addressing deficiencies in IESO-NS's forecasting that led to recommendations for more detailed forecasting. It also asks whether these deficiencies impacted the reasonableness of the 2026/2027 revenue requirement and the risk of future variances or reliance on deferral mechanisms.

102191Letter IESO re: Witness Panel 1 passage
Section 1 p. p. 0
May 29, 2026 Ms. Crystal Henwood Regulatory Affairs Officer/Clerk Nova Scotia Energy Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: M12663 - IESO Nova Scotia - 2026/2027 Revenue Requirement and Fee...

AI summary IESO Nova Scotia submitted a revenue requirement application for 2026–2027 and provided its witness panel for the proceeding. The Board issued an amended hearing order, establishing an oral hearing and new timetable.

102194Request for Board Counsel to attending hearing virtually 1 passage
Preamble p. p. 0
From: [Henwood, Crystal D](mailto:[email protected]) To: [Alissa Whalen](mailto:[email protected]); [Allison Coffin](mailto:[email protected]); [Angela Costello](mailto:[email protected]); [Angie Brown]...

AI summary This email is from Crystal Henwood to multiple recipients regarding the M12663 proceeding related to the 2026/2027 Revenue Requirement and Fees Application by the Nova Scotia Independent Energy System Operator (IESO Nova Scotia).

102538Undertaking List 2 passages
UNDERTAKING LIST p. p. 0
UNDERTAKING LIST MATTER NAME: Nova Scotia Independent Energy System Operator (IESO Nova Scotia) - 2026/2027 Revenue Requirement and Fees Application

AI summary The document outlines an application related to the 2026/2027 Revenue Requirement and Fees for the Nova Scotia Independent Energy System Operator (IESO Nova Scotia).

______________ p. p. 0
______________ DATE UND# DESCRIPTION REQUESTED OF FOR DUE DATE June 17, 2026 U-7 To provide draft accounting policies IESO NS by Industrial Group July 10, 2026 June 25, 2026 U-8 To provide a copy of the objectives that are used to determin...

AI summary The document outlines several requests made to the IESO by different groups, including the Industrial Group and NSEB, relating to accounting policies, CEO compensation, and studies on interregional transfer capability. These requests are part of a regulatory process and involve the submission of specific information by July 10, 2026.

102656Letter IESO re: Fee Recovery Mechanism Progress Update 2 passages
Section 1 p. p. 0
July 6, 2026 Ms. Crystal Henwood Nova Scotia Energy Board 1601 Lower Water Street, 3rd Floor P.O. Box 1692, Unit "M" Halifax, NS B3J 3S3 Re: IESO Nova Scotia – Fee Recovery Mechanism Progress Update Dear Ms. Henwood: The Independent Energy...

AI summary IESO Nova Scotia is developing a permanent fee and cost recovery mechanism to replace a temporary financial relief, with the goal of submitting it for NSEB approval by Q2 2026. The mechanism will also request recovery of the Board-approved 2025-2027 fiscal year revenue requirement. Consultants FTI Consulting Inc. and Power Advisory LLC have been engaged to support this process.

Section 2 p. p. 0
nd fee calculation model, respectively. Progress to date includes the following: • On May 5, 2026, FTI's report on its jurisdictional scan of ISO fee recovery mechanisms was provided to stakeholders. 1 IESO Nova Scotia 2026/27 Revenue Requ...

AI summary IESO Nova Scotia has made progress on its fee recovery mechanism application, including providing reports, engaging stakeholders, and distributing a draft settlement agreement. Stakeholder feedback has been collected, and further items are expected to be completed in early July 2026.

102715Letter IESO re: Undertakings and confidential request 1 passage
Re: M12663 - IESO Nova Scotia 2026/2027 Revenue Requirement and Fee Application – Responses to Undertakings p. p. 0
Re: M12663 - IESO Nova Scotia 2026/2027 Revenue Requirement and Fee Application – Responses to Undertakings Dear Ms. Henwood: Please see attached IESO Nova Scotia's responses to undertakings arising from the Nova Scotia Energy Board's (NSE...

AI summary This document outlines IESO Nova Scotia's responses to undertakings from the Nova Scotia Energy Board's oral hearing regarding the 2026/2027 Revenue Requirement and Fee Application. The undertakings involve confidential information.

102766Email NSEB re: IESO opportunity to respond to IG letter 1 passage
Preamble p. p. 0
From: [Henwood, Crystal D](mailto:[email protected]) To: [Mark Peachey ([email protected])](mailto:[email protected]); [David Luther](mailto:[email protected]) Cc: [Alissa Whalen](mailto:[email protected]...

AI summary This email is from Henwood, Crystal D, regarding an objection to the M12663 application by the Independent Energy System Operator (IESO Nova Scotia) concerning the 2026/2027 revenue requirement and fees. The email is addressed to multiple individuals and organizations, including Mark Peachey and David Luther from IESO Nova Scotia, and includes a wide range of recipients from various law firms, energy companies, and government agencies.

102939Closing Submission - CA - Redacted 4 passages
5 Background p. p. 1
5 Background 6 7 On January 20, 2026, IESO NS filed its second revenue requirement application with the Board. 8 The Application requested approval for IESO NS's ongoing operational, maintenance and 9 administrative ("OM&A") costs budgeted...

AI summary On January 20, 2026, IESO NS submitted a revenue requirement application to the Board, requesting approval for OM&A costs of $13.08M and transitional and operational planning costs of $1.77M for fiscal year 2026/2027, totaling $14.85M.

14 p. pp. 1-2
14 Cost Category Description 1. Budgeted Revenue Requirement The NSEB approved budgeted revenue requirement for the fiscal year period beginning April 1 and ending March 31. This amount is presented as the total Revenue Requirement in each...

AI summary The text discusses the budgeted and actual revenue requirement costs for the IESO Nova Scotia, highlighting the variance between them. It also mentions an application for temporary financial relief from Nova Scotia Power, approved with reservations by the Board in February 2026.

13 Submissions p. p. 2
13 Submissions 15 This Application was filed pursuant to s. 29 of the Act . In what follows below, the CA intends to 16 first provide some discussion of this provision in relation to the IESO's Application. Following 17 that, the CA will h...

AI summary The Commissioner of the Environment and Sustainable Resource Development (CA) filed an application under s. 29 of the Act in response to the IESO's Application. The CA outlines concerns regarding transparency, forecast accuracy, OM&A budget cost reasonableness, the transition from NS Power to IESO NS, and issues related to the net revenue requirement deferral and variance account.

15 6) Approval of Net Revenue Requirement Deferral and Variance Mechanism p. pp. 28-30
rchase orders for new contracts that are signed, so that we're very careful to 38 make sure that folks (inaudible due to audio quality) is outside of what's been 39 approved and the signing authority. 41 So we have I recognize we've not be...

AI summary The discussion centers on the need for improved cost control mechanisms and reporting, particularly regarding the IESO's Net Revenue Requirement Deferral and Variance Mechanism. The CA advocates for tighter controls and monthly spending reports to ensure transparency and accountability.

102945Closing Submission - IG 9 passages
Delivered by Email p. p. 0
Delivered by Email Crystal Henwood Regulatory Affairs Officer/Clerk Nova Scotia Energy Board 3rd Floor, 1601 Lower Water Street PO Box 1692, Unit M Halifax, NS B3J 3S3 Dear Ms. Henwood: Re: M12663 – IESO Nova Scotia – 2026/2027 Revenue Req...

AI summary The Industrial Group opposes the proposed Deferral Account and questions the quantum of the Revenue Requirement (RR) for IESO-NS. They also raise concerns about the lack of transparency, procurement practices, and cost duplication between IESO-NS and NSPI, while requesting clarifications and improvements.

1. THE PROPOSED DEFERRAL AND VARIANCE ACCOUNT – OPPOSITION TO EXPANSION p. pp. 0-1
1. THE PROPOSED DEFERRAL AND VARIANCE ACCOUNT – OPPOSITION TO EXPANSION The Industrial Group opposes the proposed expansion of the Deferral Account and respectfully submits that the Board should not approve either the proposed permanent st...

AI summary The Industrial Group opposes the expansion of the Deferral and Variance Account, arguing that the Board should not approve its permanent status or expanded scope at this time. They suggest that if a deferral is approved for 2026/2027, it should be limited and interim with strong protections for ratepayers. The Board previously required specific guidelines and accounting policies before allowing recovery of costs from the account, which IESO-NS has not yet finalized.

a. No expansion for Capital Costs p. p. 3
a. No expansion for Capital Costs IESO-NS seeks approval to expand its proposed Deferral Account to include capital cost variances. However, IESO-NS has not sought Board approval of any specific capital costs in either its 2025/2026 or 202...

AI summary IESO-NS seeks to expand its Deferral Account to include capital cost variances, but has not yet sought Board approval for specific capital costs in its revenue requirement applications. The Industrial Group and DGT argue that including capital costs in the Deferral Account is premature and inconsistent with Good Utility Practice without proper governance, accounting policies, and Board approval.

3. QUANTUM AND GROWTH OF THE REVENUE REQUIREMENT p. p. 5
3. QUANTUM AND GROWTH OF THE REVENUE REQUIREMENT The IESO-NS is seeking approval of a RR of $14.85 million, representing an increase of almost $10 million from its first partial year of operation. The Industrial Group recognizes that cost...

AI summary The IESO-NS is requesting approval for a revenue requirement increase of nearly $10 million, citing expected cost growth as the organization matures. However, the increase is being scrutinized due to the lack of Phase II implementation during the 2026/2027 test year.

b. Labour and Compensation Costs p. pp. 6-7
b. Labour and Compensation Costs The single largest driver of the RR is employee compensation. The total revenue requirement includes an "Employees (administration)" component of $4.44M and an "Operations (system planning)" component of $3...

AI summary Employee compensation is the largest driver of the revenue requirement, with specific components for administration and system planning. The Industrial Group argues that the budget is overstated due to the lack of vacancy rate adjustment, insufficient independent support for salary benchmarking, and unassessed executive compensation.

c. Procurement and Energy Resource Costs Should Not Be in the s.29 Application p. pp. 9-11
c. Procurement and Energy Resource Costs Should Not Be in the s.29 Application The Industrial Group submits that the operating costs incurred by IESO-NS in running its energy resource procurement processes, including RFP management costs,...

AI summary The Industrial Group argues that procurement and energy resource costs incurred by IESO-NS should be recoverable under s.30 of the MAEA, not the general revenue requirement under s.29. They highlight inconsistencies in categorizing these costs and warn of potential double-recovery or regulatory gaps if not properly addressed.

d. HST Exposure p. pp. 11-12
d. HST Exposure An unresolved risk to ratepayers arises from the HST implications of the IESO-NS's revenue requirement. KPMG opines that amounts charged by IESO-NS to recover its approved revenue requirement will generally attract HST at 1...

AI summary The text discusses the risk to ratepayers due to HST implications of the IESO-NS's revenue requirement. KPMG notes that HST will apply to the revenue requirement, but IESO-NS argues that NSPI can offset this through input tax credits. However, there is uncertainty about whether NSPI will fully pass on these credits to customers, potentially increasing costs by 14%. The Board is urged to confirm how this exposure will be managed.

7. ANNUAL REPORTING IMPROVEMENTS p. p. 16
MAEA ), the Ontario IESO annual reporting includes a financial performance analysis comparing actual results for its core operations, with narrative explanation of material variances.[83](#page-17-0) In contrast with the approach taken by...

AI summary The text discusses annual reporting improvements, comparing the Ontario IESO's public disclosure of financial performance, executive compensation, and benchmarking methodologies with the IESO-NS approach. It notes the lack of comparable information from IESO-NS in this proceeding and references related regulatory matters and legal decisions.

CONCLUSION p. p. 17
- 3. require IESO-NS to apply to the Board for approval when significant unforeseen costs arise during a fiscal year, rather than permitting recovery through an open-ended deferral mechanism; - 4. confirm the Board's authority to direct di...

AI summary The proceeding outlines several regulatory recommendations for IESO-NS, including requiring approval for unforeseen costs, applying vacancy rate adjustments, aligning corporate incentives with ratepayer interests, and ensuring prudence in procurement costs. These measures aim to improve transparency, cost recovery, and compliance.

102946Closing Submission - IESO 19 passages
IESO Nova Scotia 2026/27 Revenue Requirement Application - Closing Submission
IESO Nova Scotia 2026/27 Revenue Requirement Application - Closing Submission July 24, 2026

AI summary The document is the closing submission for the IESO Nova Scotia 2026/27 Revenue Requirement Application, filed on July 24, 2026. It outlines the final position and supporting information for the revenue requirement application.

Section 6
- 2 In this proceeding, the Independent Energy System Operator of Nova Scotia ("IESO Nova Scotia") - 3 seeks approval from the Nova Scotia Energy Board ("NSEB", "Board") of: 4 - 5 its fiscal 2026/27 revenue requirement of $14,850,121; and...

AI summary IESO Nova Scotia seeks approval for its 2026/27 revenue requirement and a proposed Net Revenue Requirement Deferral and Variance Mechanism. The evidentiary record shows no challenges to the prudence or reasonableness of the proposed expenditures, and the Board's consultant found no material concerns with the forecasts or the DVM.

22
22 23 IESO Nova Scotia submits that, based on the record provided to the Board under this matter to 24 date, IESO Nova Scotia's revenue requirement is reasonable and prudent, and is necessary for it 25 to carry out its important mandate un...

AI summary IESO Nova Scotia argues that its 2026/27 revenue requirement is reasonable and necessary for fulfilling its mandate under the More Access to Energy Act (MAEA). It also defends the proposed DVM as a mechanism to ensure that approved revenue requirements are collected and that only actual costs are passed on to market participants and ratepayers.

5 ATCO Gas and Pipelines Ltd. v. Alberta (Utilities Commission) 2015 SCC 45 ("ATCO 2015"), para 38.
5 ATCO Gas and Pipelines Ltd. v. Alberta (Utilities Commission) 2015 SCC 45 ("ATCO 2015"), para 38. 119 IESO Nova Scotia submits that, in its decision approving its 2025/26 Revenue Requirements (2026 120 NSEB 5), the Board has recognized t...

AI summary IESO Nova Scotia argues that the Board's prudence review is retrospective and that there is no distinction between prudent and reasonable costs in the context of revenue requirements. The discussion also covers staffing and compensation, with significant expenditures allocated to administration and system planning, including staff transferred from Nova Scotia Power Inc.

Section 18
10 M12633 Transcript, June 25, 2026, page 58. 196 Q. Okay. And so given that the roles haven't been filled and we're still looking at, you 197 know, mid-August to mid-September and potentially longer, we don't know, I guess 198 what is IES...

AI summary The IESO discusses projected costs related to unfilled roles and the impact on revenue requirement calculations. They explain that while there are delays in hiring, the overall cost remains similar due to offsetting variances in consulting expenses. The IESO did not include a vacancy adjustment in their labour expenses due to uncertainty in timing.

Section 21
planning and compliance functions from Nova 257 Scotia Power Incorporated (NS Power), and transitioning system planning and 258 interconnection employees from NS Power effective December 1, 2025. 259 260 At the time of the submission of th...

AI summary The document discusses the transition of planning and compliance functions from NS Power to IESO Nova Scotia, including staffing and the need for external support. It highlights the preparation for an oral hearing related to a revenue requirement application and the importance of having a flexible budget.

Section 22
that provides some measure of flexibility and assurance that 276 it will have the funds to carry out its mandate irrespective of which "bucket" of spend that the 277 associated costs might fall. 278 279 IESO Nova Scotia acknowledges that t...

AI summary IESO Nova Scotia acknowledges its current early stage and expects improved budget predictability as it achieves full staffing. It has implemented mechanisms like the OM&A Deferral and Variance Account (M12412) and the proposed Net Revenue Requirement Deferral and Variance Mechanism (DVM) to manage costs and ensure regulatory oversight.

17 M12633 Transcript, June 25, 2026, pages 223 - 226.
17 M12633 Transcript, June 25, 2026, pages 223 - 226. 420 As such, IESO Nova Scotia submits that the compensation ranges and budgeting approach are 421 prudent and reasonable. 422 423 IESO Nova Scotia continues to work towards improving th...

AI summary IESO Nova Scotia argues that its compensation ranges and budgeting approach are prudent and reasonable, and outlines its plan to use a third-party consultant to improve its compensation benchmarking. It also explains that operational procurement costs are included in its 2026/2027 revenue application and would be reimbursed via the Net Revenue Requirement Deferral and Variance Mechanism if procurement contracts are successful.

19 More Access to Energy Act, 2025, c. 18, Sch., s. 44; 2026, c. 5, s. 6, Section 30(1). 20 M12633 Transcript, June 25, 2026, pages 383 - 226.
19 More Access to Energy Act, 2025, c. 18, Sch., s. 44; 2026, c. 5, s. 6, Section 30(1). 20 M12633 Transcript, June 25, 2026, pages 383 - 226. ongoing administration cost, which would appear to be included in section 30 in the way that rea...

AI summary The discussion revolves around the interpretation of Section 30 of the More Access to Energy Act (MAEA) regarding the recovery of costs. The IESO argues that Section 30 applies only to ongoing operational costs after a contract is executed, not to one-time procurement costs, which are recoverable under Section 29 of the MAEA.

27 DGT Report, Review of Revenue Requirement Application by the Nova Scotia Independent Energy System Operator (M12663), March 31, 2026, page 6.
27 DGT Report, Review of Revenue Requirement Application by the Nova Scotia Independent Energy System Operator (M12663), March 31, 2026, page 6. 596 direction to the new DVM, along with any other new direction, is ultimately at the discret...

AI summary The document discusses the treatment of capital costs within the Net Revenue Requirement Deferral and Variance Mechanism (DVM) as proposed by the Independent Energy System Operator of Nova Scotia (IESO Nova Scotia). The DVM is intended to account for variances from the approved revenue requirement, including capital costs and energy resource procurements. The Nova Scotia Energy Board (NSEB) has discretion over the direction of the DVM.

29 IESO Nova Scotia 2026/27 Revenue Requirement Application (M12663), January 20, 2026, p.37.
29 IESO Nova Scotia 2026/27 Revenue Requirement Application (M12663), January 20, 2026, p.37. 622 623 624 625 626 627 628 Specific types of costs to be included or excluded – at this time, the only costs to be • included are OM&A cost vari...

AI summary The document discusses the inclusion of specific costs in the DVM, emphasizing that only OM&A cost variances from the 2025-2026 and 2026-2027 revenue applications are included at this time. Capital costs will be considered in the future, but only after NSEB approval. The IESO Nova Scotia aims to recover all actual costs, regardless of type, due to its not-for-profit status.

32 M12633 Transcript, June 17, 2026, pages 234 - 235.
32 M12633 Transcript, June 17, 2026, pages 234 - 235. 654 655 And: 656 Q. And as I understand the evidence as it's come in in this hearing, the request that 657 categories such as capital would be included, you've modified that in your tes...

AI summary The discussion centers on the clarification of capital cost recovery, specifically the inclusion of depreciation and interest expenses rather than deferring capital itself. The testimony acknowledges the need for clarity in the Application and references the DVM guidelines and final accounting policies to be submitted to the NSEB.

33 M12633 Transcript, June 25, 2026, pages 483 - 484.
33 M12633 Transcript, June 25, 2026, pages 483 - 484. 682 stakeholders regarding IESO Nova Scotia's full expected expenditures, inclusive of both OM&A 699 applied for in its revenue requirement applications and through direct cost recovery...

AI summary The document discusses the DVM's role in allowing IESO Nova Scotia to recover its actual incurred costs, ensuring that only these costs are passed on to market participants and ratepayers. It also raises concerns about the imposition of a hard cap on cost recovery, which could be difficult for IESO Nova Scotia to bear.

37 M12633 Transcript, June 25, 2026, pages 503 - 505.
37 M12633 Transcript, June 25, 2026, pages 503 - 505. 773 774 IESO Nova Scotia will produce a revenue requirement application each year developed based on 775 the best available evidence, demonstrating the prudency of the proposed expendit...

AI summary IESO Nova Scotia will annually submit a revenue requirement application to demonstrate the prudency and reasonableness of proposed expenditures. The NSEB and stakeholders can review these applications at the start of the fiscal year. Expenditures beyond the +/- 10% variance threshold require additional review by the NSEB before recovery through revenue and fees.

41 NSEB Decision, M12412, February 25, 2026, p.20.
41 NSEB Decision, M12412, February 25, 2026, p.20. 875 that circumstance, the variance is subject to a further reasonableness review by the NSEB. IESO 876 Nova Scotia submits that the threshold balances operational flexibility for IESO Nov...

AI summary The NSEB decision discusses the reasonableness of the DVM variance thresholds in managing routine variances, acknowledging that while exceptional circumstances may arise, the thresholds provide a practical framework for variance management. Nova Scotia emphasizes the need for fiscal responsibility, while IESO Nova Scotia notes that actual expenditures may vary from forecasts.

Section 114
1026 IESO Nova Scotia submits that, with a single exception noted below, this wording is unique in the 1027 Canadian regulatory landscape. The legislature has not granted the Board broad jurisdiction, but 1028 rather, the clear, express la...

AI summary IESO Nova Scotia argues that the MAEA grants the Board specific options following its review of expenditures and revenue requirements: either approval or referral back with recommendations. It emphasizes that the Board lacks the power to unilaterally disallow costs or fix revenue requirements differently, highlighting the iterative process outlined in subsection 29(4).

1102
1102 1103 Further, the potential for outright denial or disallowance of costs has the potential to interfere with 1150 Recommendations 1151 1152 Under s. 25(4) of the Electricity Act, 1998, "The Board may approve the proposed 1153 expendit...

AI summary The OEB has approved the IESO's revenue requirements but disallowed the proposed single usage fee, referring the matter back to the IESO for further consideration. The OEB recommends splitting the usage fee into two separate fees for domestic and export customers, each based on a 100% revenue-to-cost ratio.

Section 131
1307 For the reasons set out in this Closing Submission, IESO Nova Scotia respectfully submits that the 1308 evidentiary record supports approval of its 2026/27 Revenue Requirement Application in its 1309 entirety. No intervenor evidence h...

AI summary IESO Nova Scotia submits that its 2026/27 Revenue Requirement Application is supported by the evidentiary record and that no intervenor evidence challenges the prudence or reasonableness of the proposed expenditures. The proposed revenue requirement is deemed necessary to fulfill its statutory mandate under the More Access to Energy Act, and the DVM is presented as a reasonable evolution of the OM&A Deferral and Variance Account.

Section 133
1344 Accordingly, IESO Nova Scotia respectfully requests that the Board: 1345 1. Approve IESO Nova Scotia's 2026/27 revenue requirement in the amount of $14,850,121; 1341 language, structure, and purpose of the MAEA and with analogous trea...

AI summary IESO Nova Scotia requests the Board to approve its 2026/27 revenue requirement, approve a new deferral and variance mechanism, and determine the scope of its jurisdiction under subsection 29(4) of the MAEA, emphasizing the importance of these decisions for its operations.

102947Closing Submission - PHP 2 passages
Section 1 p. p. 0
July 24, 2026 James A. MacDuff Direct +1 (902) 444 8619 [email protected] Purdy's Wharf Tower II 1300-1969 Upper Water Street PO Box 730 Halifax NS Canada B3J 2V1 Tel +1 (902) 425 6500 Fax +1 (902) 425 6350 Ms. Crystal Henwoo...

AI summary PHP submits closing remarks on the IESO's 2026/27 Revenue Requirement and Fees Application, focusing on the Net Revenue Requirement Variance and Deferral Mechanism, recovery of capital and energy resource supply contract costs, and the IESO's not-for-profit status. The submission highlights goforward issues and clarifies that PHP's non-mention of certain issues does not imply agreement with IESO's position.

Section 2 p. pp. 0-1
O's status as a not-for-profit entity. PHP's failure to address any particular issue in this matter should not be interpreted as PHP's acceptance of, or agreement with, IESO's position on such issues. At page 37 of its Application, line 8,...

AI summary The IESO is requesting approval for a Deferral Account in perpetuity, initially including OM&A cost variances from revenue applications and potentially future capital costs. The IESO Panel clarified that the account is intended to address expenses incurred by the not-for-profit organization, regardless of whether they are included in a Revenue Requirement Application.

102948Closing Submission - SBA 3 passages
IO Costs to be Paid by Third Parties
IO Costs to be Paid by Third Parties - 11 The Application sets out a budget as well as a plan for the work to be completed by IESO-NS in - 12 2026/202727. Part of that work includes the procurement of fast-acting generation,which involves...

AI summary The Application outlines a budget and plan for IESO-NS to procure fast-acting generation by 2026/2027. IESO-NS states that costs for site development, such as geotechnical exploration, will be paid by successful proponents. However, the SBA raises concerns about potential risks to IESO-NS and ratepayers if the procurement fails, suggesting IESO-NS should follow proper accounting policies to disclose financial risks in its revenue requirement applications.

13 Net Revenue Requirement Deferral and Variance Mechanism Account
13 Net Revenue Requirement Deferral and Variance Mechanism Account - 14 There remains a great deal of uncertainty with respect to the actual application and operation of - 15 the Net Revenue Requirement Deferral and Variance Mechanism: Acc...

AI summary The document discusses concerns about the Net Revenue Requirement Deferral and Variance Mechanism Account, noting that IESO-NS proposes no maximum cap on the account, which could lead to significant costs being passed on to ratepayers. The SBA argues that a cap should be imposed to protect ratepayers from unforeseen expenses, while IESO-NS claims flexibility is needed to meet its obligations.

15 Net Revenue Requirement Deferral and Variance Mechanism Account - Monthly Reports
15 Net Revenue Requirement Deferral and Variance Mechanism Account - Monthly Reports - 16 For the Net Revenue Requirement Deferral and Variance· Mechanism Account, the SBA_ also - 17 respectfully submits that it is important, at least the...

AI summary The SBA argues that IESO-NS should provide monthly reports on the Net Revenue Requirement Deferral and Variance Mechanism Account, citing concerns about transparency, prudence, and the need for timely financial insights. This is especially important given IESO-NS's limited historical data and the potential burden on ratepayers.

103127Reply Submission - IESO 5 passages
Section 6
2 On July 24, 2026, the Independent Energy System Operator of Nova Scotia ("IESO Nova Scotia"), 3 the Consumer Advocate ("CA"), the Small Business Advocate ("SBA"), the Industrial Group 4 ("IG"), and Port Hawkesbury Paper ("PHP") filed Clo...

AI summary IESO Nova Scotia submitted a reply to closing submissions in a revenue requirement application, addressing recommendations for staffing budget adjustments, removal of procurement costs, and interim approval of the DVM. Intervenors emphasized the need for improved forecasting, transparency, and administrative processes in future applications.

Preamble
6 Ibid, p.15. - 1 Application.) Accordingly, IESO Nova Scotia submits that the Board's previous direction under - 2 M12412 also naturally extends to the Application. 3 - 4 IESO Nova Scotia is committed to carrying out its important mandate...

AI summary IESO Nova Scotia requests approval of its 2026/27 revenue requirement and the DVM, arguing that staffing and procurement cost adjustments are unnecessary. It references prior Board direction in M12412 and asserts compliance with the MAEA regulatory framework.

53 IESO Nova Scotia's 2025/26 Revenue Requirement Application (M12412), August 5, 2025, p.18.
53 IESO Nova Scotia's 2025/26 Revenue Requirement Application (M12412), August 5, 2025, p.18. benefit cost individually. Finally, IESO Nova Scotia noted in its Application that the "fringe load factor will be adjusted in future based on ac...

AI summary IESO Nova Scotia mentions that the fringe load factor will be adjusted in the future based on actual fringe costs, as noted in its 2026/27 Revenue Requirement Application (M12663).

1 5 PROCUREMENT COSTS
1 5 PROCUREMENT COSTS - 2 Intervenor submissions provided comment on the inclusion of procurement related costs in the - 3 Application. The SBA provided the following: 4 IESO-NS should follow appropriate accounting policy and rules for ide...

AI summary The document discusses procurement costs in the context of revenue requirement applications under the Maritime Electric Act of Nova Scotia. The SBA and IG raised concerns about the inclusion of procurement-related operating costs, while IESO Nova Scotia defended their inclusion under section 29, emphasizing transparency and future reimbursement from successful procurement proponents.

1 7 CONCLUSION
1 7 CONCLUSION 2 For the reasons set out in this Reply to Closing Submission, IESO Nova Scotia respectfully submits 3 that the Application should be approved as submitted. 4 5 The intervenor closing submissions raise a number of issues reg...

AI summary IESO Nova Scotia submits that its application should be approved as submitted, emphasizing the need for funding to continue its operations during the 2026/2027 fiscal year. It acknowledges the importance of future transparency and improvements but argues that the current application is reasonable and necessary, and that proposed adjustments to staffing-related costs should not be adopted.

103129Reply Submission - PHP 5 passages
Section 1
August 7, 2026 James A. MacDuff Direct +1 (902) 444 8619 [email protected] Purdy's Wharf Tower II 1300-1969 Upper Water Street PO Box 730 Halifax NS Canada B3J 2V1 Tel +1 (902) 425 6500 Fax +1 (902) 425 6350 Ms. Crystal Henwo...

AI summary Port Hawkesbury Paper LP (PHP) submits a reply to the Nova Scotia Energy Board regarding the IESO's 2026/27 revenue requirement and fees application. PHP emphasizes the need for clarity on the Board's authority to disallow forecast costs and highlights the implications if the Board lacks such authority.

Section 2
rders otherwise. The Board is under no obligation to order otherwise, and if the IESO fails to follow the Board's recommendations, the Board is not obliged to approve the proposed revenue requirement. Once the revenue requirement is approv...

AI summary The document discusses the Board's revenue requirement approval and the interpretation of a +/- 10% variance threshold for cost categories. The IESO's interpretation is questioned by PHP, who argue that the threshold should apply to specific cost categories rather than the overall revenue requirement. Clarity from the Board is requested.

Section 3
escooper.com category level." PHP believes clarity from the Board on its intention in regard to the application of the +/- 10% variance trigger would be helpful in its decision in the present matter. The IESO goes on at page 34 to state, i...

AI summary PHP requests clarity from the Board on the application of the +/- 10% variance trigger and advocates for an advance approval process for overspending to prevent imprudent expenditures. The IESO plans to provide relevant information in future revenue requirement applications, but PHP argues that this may not adequately address potential overspending concerns.

Section 4
review of underspending does not generate the same concern and could be done as part of a subsequent revenue requirement application process with the necessary adjustments made on a go forward basis. Although the present application by the...

AI summary The document discusses the IESO's application under section 29 of the More Access to Energy Act, referencing the recovery of capital expenditures and the interplay between sections 29 and 30. Subsection 30(1) mandates the IESO to apply for cost recovery, and subsection 30(2) requires the Energy Board to establish a mechanism for recovering these costs from ratepayers.

Section 5
assignments of existing energy supply agreements from NSPI." Subsection (2) then provides that the Board shall establish a mechanism to recover the costs referred to in subsection (1) from ratepayers. Importantly, section 30 does not set o...

AI summary PHP submits that the Board should require pre-approval from the Board for energy resource supply contracts by the IESO, except for reassignments of existing energy supply agreements from NSPI, due to potential high costs. PHP also agrees with the Industrial Group that the Board should ensure proper management of HST exposure and protect ratepayers through conditions on approval.

103134Reply Submission - IG 6 passages
Re: M12663 – IESO Nova Scotia – 2026/2027 Revenue Requirement Application p. p. 1
Re: M12663 – IESO Nova Scotia – 2026/2027 Revenue Requirement Application These Reply Submissions are filed on behalf of the Industrial Group (" IG ") to address the legal issue of the Board's jurisdiction under s. 29 of the More Access to...

AI summary The Industrial Group (IG) supports the Consumer Advocate's position that the Board has jurisdiction under s. 29(4) of the More Access to Energy Act to set IESO-NS's revenue requirements at a level it deems just, reasonable, and necessary, including below what IESO-NS proposed. The IG disagrees with IESO-NS's interpretation of the provision, arguing it is inconsistent with statutory interpretation and regulatory functions.

R ETROACTIVE I MPRUDENCE R EVIEWS A RE D IFFERENT p. pp. 2-4
R ETROACTIVE I MPRUDENCE R EVIEWS A RE D IFFERENT IESO-NS has asked the Board to rule on the full scope of its jurisdiction under s. 29(4), including its ability to make prudence findings or order disallowances because of the implications...

AI summary The IESO-NS is seeking clarification on the Board's jurisdiction under s. 29(4) to conduct prudence reviews and order disallowances. The IG argues that the Board must distinguish between prospective revenue requirement setting and retrospective imprudence reviews, citing the deferral and variance mechanism and Board decision M12412.

2. A category-level referral creates uncertainty rather than ratepayer protection p. p. 4
2. A category-level referral creates uncertainty rather than ratepayer protection Subsection 29(3) does not solve the problem of a revenue gap. Instead, it preserves the prior year's fees while a forward-looking application remains unappro...

AI summary Subsection 29(3) fails to resolve revenue gaps and creates uncertainty by maintaining prior-year fees without a mechanism for current-year adjustments. This can lead to unresolved disputes, ongoing delays, and potential over-spending by the IESO-NS without ratepayer protection. The Board should approve sound application parts and set disputed categories based on evidence to ensure fair outcomes.

3. The variance threshold assumes an approved baseline and enforceable conditions p. p. 4
3. The variance threshold assumes an approved baseline and enforceable conditions IESO-NS's current interpretation also does not align with the way the Board and IESO-NS have already treated the interim deferral and variance mechanism. In...

AI summary The document discusses the variance threshold mechanism approved by the Board in M12412, emphasizing that it requires an approved baseline and enforceable conditions. It argues that the IESO-NS's current interpretation is inconsistent with the framework established in that proceeding, which allowed for a +/-10% variance threshold and binding conditions.

3. Necessary implication supports the Board's authority to fix the revenue requirement p. p. 4
3. Necessary implication supports the Board's authority to fix the revenue requirement Even if s. 29(4) were ambiguous on fixing the revenue requirement this point, which the IG does not accept, the doctrine of jurisdiction by necessary im...

AI summary The text argues that the Energy Board has the authority to fix the revenue requirement under the doctrine of jurisdiction by necessary implication, as supported by ATCO 2006. It emphasizes that the Board must have the power to ensure rates are just and reasonable, even if the legislation is silent on the mechanics.

T HE I MPORTANCE O F F RONT -E ND C ONTROLS , G IVEN T HE P RACTICAL L IMITS O F B ACK -E ND D ISALLOWANCE A GAINST A N OT -F OR -P ROFIT p. pp. 4-9
T HE I MPORTANCE O F F RONT -E ND C ONTROLS , G IVEN T HE P RACTICAL L IMITS O F B ACK -E ND D ISALLOWANCE A GAINST A N OT -F OR -P ROFIT The distinction discussed above between setting a revenue requirement in advance and disallowing a co...

AI summary The text emphasizes the importance of front-end controls in regulatory proceedings, particularly for not-for-profit entities like IESO-NS, where backend disallowance mechanisms are limited. It argues that without strict front-end scrutiny, there is a risk of unrecoverable costs and impacts on system reliability. The Board's decision in M12412 is highlighted as an example of effective front-end discipline.

103135Reply Submission - CA 1 passage
Section 2
Michael Murphy on behalf of Consumer Advocate 90 days before the beginning of each fiscal year." It remains open to IESO Nova Scotia to file even earlier than that, if it wishes to mitigate the potential risk of certain costs being disappr...

AI summary Michael Murphy, on behalf of the Consumer Advocate, discusses the timing for filing by IESO Nova Scotia, noting that it can file up to 90 days before the fiscal year begins. IESO Nova Scotia also references an Ontario Energy Board decision regarding revenue requirement approvals and the Board's authority to disapprove certain proposals.

103445Email from IESO NS re: does not require additional opportunity to reply to IG 2 passages
Preamble
From: [Mark Peachey](mailto:[email protected]) To: [Henwood, Crystal D](mailto:[email protected]) Cc: [David Luther](mailto:[email protected]); [Theodore Street](mailto:[email protected]); [Johnny Johnston]...

AI summary This email communication from Mark Peachey to Crystal Henwood and others relates to the M12663 proceeding involving the Nova Scotia Independent Energy System Operator (IESO Nova Scotia) and its 2026/2027 Revenue Requirement and Fees Application.

\ \ EXTERNAL EMAIL / COURRIEL EXTERNE \ \
m>; Theodore Street Subject: [External]M12663 - Nova Scotia Independent Energy System Operator (IESO Nova Scotia) - 2026/2027 Revenue Requirement and Fees Application \ \ \ Exercise Caution - This is an external email - Beware of links or...

AI summary An external email regarding the submission of a revenue requirement and fees application by the Nova Scotia Independent Energy System Operator (IESO Nova Scotia) for the 2026/2027 period. The email includes a warning about phishing and a note about submitting documents via a secure file transfer service starting 3 November 2025.

20260617-1Hearing Transcript — 06/17/2026 (Johnny Johnston, Chris Milligan, Mike McFeters) 32 passages
LIST OF UNDERTAKINGS
LIST OF UNDERTAKINGS NO. PAGE NO. 6 System Operator was created in October 2024 and has been 7 active, first through a Board of Directors appointed in 8 February of 2025, and then through the hiring of various 9 staff, starting in the summ...

AI summary The document outlines the creation of the System Operator in October 2024 and the filing of two annual applications by IESO NS for the recovery of expenditures and revenue requirements. The first application, approved in February 2026, included the creation of an OM&A Deferral and Variance Account, while the second application, filed in January 2026, requested a permanent variance account with additional cost categories.

OPENING STATEMENT 27 IESO NOVA SCOTIA
OPENING STATEMENT 27 IESO NOVA SCOTIA 1 In these roles, I've testified in 2 approval for a total revenue requirement of $14.85 million 3 for the '26-'27 fiscal year. This amount compromises of 4 $13.8 million in ongoing operating maintenan...

AI summary IESO Nova Scotia requests approval for a revenue requirement of $14.85 million for the '26-'27 fiscal year, citing prudent budgeting based on historical data and necessary costs for system planning, procurement, and compliance. The application reflects a phased transition and acknowledges the unique procedural context of its submission.

IESO NOVA SCOTIA PANEL 45 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 45 Cr-ex, (Murphy) 1 to progress a facility that has an extremely long lead 9 know, reflect the status and of that Application before 10 the Board? 11 MR. FUREY: So Mr. Chair, at this 12 point I'm going to object. 13...

AI summary The discussion focuses on the objection raised by Mr. Furey regarding the relevance of certain costs to the '26/'27 revenue requirement, and Mr. Murphy's clarification that the review pertains to the reasonableness of the IESO's application and cost minimization strategies.

IESO NOVA SCOTIA PANEL 61 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 61 Cr-ex, (Murphy) dollar value. And so sort of our position coming in here is absolutely we try to be very transparent on our hiring process and that it's taking certainly longer than we put into the Application, bu...

AI summary The discussion centers on the costs incurred by the organization in relation to hiring processes and consulting expenses. The organization acknowledges that there are additional costs not initially included in the application, and there is a request for a detailed comparison of actual costs to the budget. The speaker also mentions that the 2025–2026 figures are still pending audit and Board approval.

IESO NOVA SCOTIA PANEL 65 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 65 Cr-ex, (Murphy) 1 the end of a quarter, there would be some updated 17 of sort of focused on a midpoint. 18 I would probably maybe point you back 19 to some of the feedback in Doane Grant Thornton's analysis 20 of...

AI summary The discussion revolves around the lack of detailed reports or rationalization from a consulting firm regarding salary ranges and benefits package development. The focus is on confidentiality concerns and the limited information provided to the Board and parties involved.

IESO NOVA SCOTIA PANEL 111 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 111 Cr-ex, (Murphy) 1 raised and the possibility of having that project 2 essentially transferred to IESO sort of midstream from 3 Nova Scotia Power, and that the Nova Scotia Power Panel 4 was asked about it. They sa...

AI summary The discussion centers on the potential transfer of a project from Nova Scotia Power to IESO Nova Scotia, with concerns about associated costs and their inclusion in the revenue requirement application. Mr. Murphy questions whether IESO has more information on the project and if future costs will be included in the fiscal year's forecast.

Section 77
deferral and variance account, but in terms of approving a forecast today, it has nothing there's nothing related to today's forecast. THE CHAIR: Well, at least in terms of whether (a) the costs are included in the revenue requirement and...

AI summary The discussion revolves around the deferral and variance account, the revenue requirement, and whether new costs are expected. There is no mention of transferring work to IESO Nova Scotia at this time.

1 We're waiting, like Nova Scotia Power, I think, for any
1 We're waiting, like Nova Scotia Power, I think, for any 2 change in direction. 3 Q. CA IR-3. We had asked the IESO 4 to explain what is meant by "Materially tracking" because 5 the reference there was that: 6 7 8 9 10 IESO Nova Scotia no...

AI summary The discussion revolves around the IESO Nova Scotia's explanation of 'Materially tracking' in relation to its 2025/2026 actual expenditures compared to its proposed revenue requirement. The entity is questioned on whether the term implies alignment with the budget and whether the variances observed are significant.

IESO NOVA SCOTIA PANEL 117 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 117 Cr-ex, (Murphy) 1 would be the magnitude of the dollars we're talking about 2 here. So your 86 percent reference sounds like way off. 3 We're talking about $60,000. And so I think there's a 4 materiality item tha...

AI summary The discussion revolves around the accuracy of a 86% reference in a revenue application, with a focus on the actual spending of $60,000 and the overall budget tracking. The speaker acknowledges the application was submitted before the IESO had employees and highlights the organization's performance in staying under budget for the first year.

IESO NOVA SCOTIA PANEL 125 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 125 Cr-ex, (Murphy) 1 from living in a different jurisdiction that does things a 2 little differently, but my understanding of the regulatory 3 compact is that the Board approves the revenue requirement 4 based on a...

AI summary The discussion revolves around the regulatory process for approving revenue requirements, emphasizing that decisions should be based on forecasts made at the time they were submitted, rather than real-time updates. The speaker argues that requesting new forecasts during hearings could lead to procedural issues and challenges related to new evidence.

Section 85
new evidence to acknowledge an issue and try to correct it. And I think in this particular case, what we have is IESO Nova Scotia effectively acknowledging that this Application is based upon the prior Application, which was, you know, wit...

AI summary The discussion centers on the accuracy of forecasts in a regulatory proceeding, with concerns raised about potential inaccuracies in prior applications. The Chair acknowledges the possibility of changes in forecasts and highlights the importance of avoiding single-issue ratemaking, ensuring the Board considers broader implications.

IESO NOVA SCOTIA PANEL 131 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 131 Cr-ex, (Murphy) individual items at this stage. So proceed with that in mind. MR. MURPHY: Okay. BY MR. MURPHY: Q. Well, and I guess that was the thrust of my question was really are there any can you identify any...

AI summary The discussion focuses on the absence of material changes to the revenue requirement forecast and the deferral of the permanent fee recovery mechanism by IESO. The witness confirms there are no material changes greater than 10 percent, and IESO has deferred proposing a rate recovery mechanism until later in the year.

IESO NOVA SCOTIA PANEL 133 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 133 Cr-ex, (Murphy) between August 7th, when IESO gave the answer to the IR, and January 20th, when IESO filed this present Application, did IESO realize it would not be proposing a permanent fee recovery mechanism?...

AI summary The IESO discusses the timeline and rationale for not proposing a permanent fee recovery mechanism in its Revenue Application. The organization highlights stakeholder discussions, the need for external advice, and urgent funding requirements that influenced the decision.

IESO NOVA SCOTIA PANEL 135 Cr-ex, (Murphy)
IESO NOVA SCOTIA PANEL 135 Cr-ex, (Murphy) 1 before we got to a determination and an ability to 2 implement that permanent fee, which left us in the very 3 difficult position of having to request interim funding on 4 an urgent basis, which...

AI summary The IESO discusses the challenges of implementing a permanent fee and the need for interim funding, highlighting the urgency and complexity of the situation. They also mention the filing of a rebuttal in a prior revenue requirement matter and the expectation of filing an application for a permanent fee and cost recovery mechanism in Q2 of the year, which has not yet occurred.

IESO NOVA SCOTIA PANEL 155 Cr-ex, (MacAdam)
IESO NOVA SCOTIA PANEL 155 Cr-ex, (MacAdam) 1 [12:10:19] Okay. But you do reference Phase Q. 10 Q. So if we go to page the next 11 page, page 37 of 82, in response to NSEB IR-10(d), you set 12 out: 13 14 15 16 17 18 At present, IESO Nova S...

AI summary The discussion centers on the potential for IESO Nova Scotia to become a public utility under the Public Utilities Act and the implications for capital cost recovery. The panel questions how and when this determination will be made, and the response indicates uncertainty and a need for legal regulatory understanding.

Section 108
be defined as a public utility, and I don't have clarity of a path forward on how that would be changed. Q. And you say at some point, if it was determined to be a public utility, section 35 of the PUA may apply. And then, absent this, cap...

AI summary The discussion centers on whether a utility should be defined as a public utility under the PUA, and the implications for capital costs being reviewed and approved by the Board. It also touches on the submission timeline for a fee and cost recovery mechanism, with a note on the interchangeable use of Q1 2026/2027 and Q2 2026 for clarity.

that reason.
that reason. 1 the time that's put towards those. 2 MS. MacADAM: Okay. And then if we go 3 to page 60 of 82? 4 BY MS. MacADAM: 5 Q. In response to question (a) or 6 sorry, 25(a), it says: 7 8 9 10 11 12 13 14 15 16 17 18 The rationale [for...

AI summary The discussion revolves around the recovery of deferred amounts from the 2025/2026 fiscal year, with a focus on how these amounts will be recovered through a combination of interim and permanent fee mechanisms. The entity mentions an expected rebate of approximately $300,000 to be returned to customers due to underspending against the approved allowance.

IESO NOVA SCOTIA PANEL 195 Cr-ex, (MacAdam)
IESO NOVA SCOTIA PANEL 195 Cr-ex, (MacAdam) 1 MR. JOHNSTON: So this is well, 2 this is complicated. So maybe it's worth and I might 3 not be helping with my language, and so, Mr. Chair, I 4 apologize if that's the case. 5 THE CHAIR: I gues...

AI summary The discussion revolves around revenue requirements and deferral accounts, with Mr. Johnston explaining the approved revenue requirement for '25/'26 and the need to recover costs through a permanent fee. The Chair suggests that the variance is irrelevant due to zero revenue and all costs going to the deferral account.

Section 130
1 that, and under the normal course, in terms of how we put 2 forward the deferral account would work, we're always 3 going to come back a year later, in the next application, 4 to do that true-up. 5 THE CHAIR: No, I understand, but in 6 t...

AI summary The discussion revolves around the deferral account and the distinction between uncollected but approved revenue requirements and the deferral account. It emphasizes that the deferral account captures variances between approved revenue requirements and actuals, while uncollected revenue still needs to be collected.

IESO NOVA SCOTIA PANEL 197 Cr-ex, (MacAdam)
IESO NOVA SCOTIA PANEL 197 Cr-ex, (MacAdam) 1 then the actual audited financial costs. 2 THE CHAIR: And I guess it may be 3 semantics. You divert your entire revenue requirement, is 4 the way I'm looking at it. And here, you're just 5 adju...

AI summary The discussion revolves around the cost recovery mechanism and the application for the 2026/2027 revenue requirement. The witness clarifies that the permanent fee mechanism is tied to the approved revenue requirement and how it flows into rates for recovery, rather than waiting for a future application.

IESO NOVA SCOTIA PANEL 199 Cr-ex, (MacAdam)
IESO NOVA SCOTIA PANEL 199 Cr-ex, (MacAdam) 1 call it the deferral account, the prudency review for the 2 imprudent, how we would manage our way through that is 3 going to be, you know, something that we're going to have 4 to work out. 5 Q...

AI summary The discussion centers on the prudency review of a deferral account and the potential risks to Nova Scotia ratepayers. The accuracy of budgets and the Net Revenue Requirement Deferral and Variance Mechanism are questioned, particularly in relation to intergenerational equity concerns and the extent of cost deferral.

IESO NOVA SCOTIA PANEL 215 Cr-ex, (MacAdam)
IESO NOVA SCOTIA PANEL 215 Cr-ex, (MacAdam) 1 50 of 79, IR-19. And this talks about it indicates 2 question talks about the forecast .58 million financing 3 cost and a $10 million provincial operating line. And 4 then question (c) says sor...

AI summary The text discusses the financial assumptions and rate forecasts related to a potential loan for the IESO, which was initially considered for financing but later deemed unfeasible. The additional $0.08 million relates to interest costs from this loan, which is no longer included in the 2026/2027 Application.

IESO NOVA SCOTIA PANEL 233 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 233 Cr-ex, (Rudderham) 1 (Johnston) Yes. So like the A. 2 concept is we have an approved revenue or revenue for 3 the year. We then have actuals, and then once you get to 4 sort of truing-up at the end of the year, t...

AI summary The discussion centers on a revenue requirement mechanism that is being proposed to operate in perpetuity and be expanded to include additional cost categories, such as capital costs. The mechanism is intended to capture variances between approved revenue and actuals, with adjustments made through a deferral account.

Section 163
INTERNATIONAL REPORTING INC. CERTIFIED COURT REPORTERS 1 condensers. We would be looking for a third party to own 2 and operate those and putting in a contract for their 3 operation. 4 Q. I appreciate the context. I 5 guess what I'm trying...

AI summary The discussion revolves around the need for a catch-all account to address over or under recoveries in a year, with the IESO NS considering interim adjustments through an annual true-up mechanism as a practical solution.

IESO NOVA SCOTIA PANEL 241 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 241 Cr-ex, (Rudderham) 1 application to say why we believe we need to continue to 2 spend those costs. 3 Okay. And in the last revenue Q. 4 requirement proceeding, Matter M12412, the Board had 5 directed that specifi...

AI summary The discussion revolves around the deferral account mechanism and the need for specific accounting policies to be developed and approved before recovery under the deferral mechanism. The application refers to Matter M12412, where the Board directed the development of guidelines and accounting policies. The testimony indicates that these policies are still underway and will be addressed in the next Revenue Application.

IESO NOVA SCOTIA PANEL 247 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 247 Cr-ex, (Rudderham) 1 got a whole bunch of unanswered questions, and it would be 2 beneficial to the ratepayers to see more information, 3 rather than less. And the direction from the Board in the 4 last revenue r...

AI summary The discussion centers on the need for clarity in accounting policies related to deferral accounts and capitalization, as well as the timing of filings for revenue requirements. Concerns are raised about the lack of finalized policies and guidelines, which create uncertainty in how deferral accounts should be managed and capitalized.

IESO NOVA SCOTIA PANEL 261 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 261 Cr-ex, (Rudderham) 1 approach of financial reporting on actuals that we have 2 approval processes for, for new external spend, we have 3 approval processes for hiring folks. 4 And so I think, you know again, I 5...

AI summary The discussion focuses on the IESO NS's financial reporting approach, cost management within the approved revenue requirement, and whether policies exist to ensure deferral accounts do not impact rate stability. The IESO NS emphasizes its small proportion of the overall energy revenue requirement and the low likelihood of material rate impacts.

1 However, if something were to come up 2 where there was deemed to be some sort of rate impact or 3 shock, then I think the Board, when it came back to our 4 time of seeking recovery and approval, would very much be 5 in the position to d...

AI summary The discussion revolves around the potential for rate impacts and how the Board might handle such situations by deferring recovery over multiple years. There is clarification about the undertaking to provide accounting policies and related mechanisms, as well as a mention of revenue requirements and their impact on rates.

IESO NOVA SCOTIA PANEL 269 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 269 Cr-ex, (Rudderham) 1 We've also talked that the mechanics, the procedures 2 associated with the deferral account are still being 3 documented. And I think it is the actual calculation 4 of interest associated wit...

AI summary The discussion revolves around the deferral account mechanics, including how interest is calculated and when it starts accruing. The IESO acknowledges that the policy and procedures are still being developed and that definitive answers are not yet available. There is also mention of financial implications for customers based on spending decisions.

1 your head.
1 your head. 2 (Johnston) That's correct. A. 3 Q. Okay. And the balance is going 4 to be trued-up on an annual basis during that application 5 process? Is that right? 6 (Johnston) So I think what we A. 7 said the balance would be trued-up...

AI summary The discussion revolves around the process of truing up the balance annually during the application process, with audited financials being used to update the balance and bring it forward to the next Revenue Application. The audit is expected to be completed in July or August, and the application is submitted somewhere between those months.

Section 187
October and December, correct. Q. Okay. And so during any given Revenue Requirement Application, it will be both the revenue requirement for the forthcoming year along with a prudence review of actual expenditures under the deferral accoun...

AI summary The discussion focuses on the prudence review of actual expenditures under a deferral account during a Revenue Requirement Application. It explains how a true-up process would adjust the revenue requirement by offsetting discrepancies between the deferral account and the applied revenue, potentially resulting in a net revenue requirement.

IESO NOVA SCOTIA PANEL 277 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 277 Cr-ex, (Rudderham) 1 way, you would true-up where the variance account and the 18 would see these costs coming forward. 19 Do you mind if we just pull that Q. INTERNATIONAL REPORTING INC. CERTIFIED COURT REPORTER...

AI summary The discussion revolves around the calculation and handling of cost variances, specifically the difference between actual costs and budgeted amounts. These variances are accounted for and carried forward to the next revenue requirement, which is subject to oversight by the Board.

20260625-1Hearing Transcript — 06/25/2026 (Johnny Johnston, Chris Milligan, Mike McFeters, Angie Brown) 20 passages
NOVA SCOTIA ENERGY BOARD
NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: THE MORE ACCESS TO ENERGY ACT - and - IN THE MATTER OF: AN APPLICATION by the NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR for approval of its proposed expenditure and revenue requirement for th...

AI summary The Nova Scotia Energy Board is considering an application by the Nova Scotia Independent Energy System Operator for approval of its proposed expenditure and revenue requirement for the test year ending March 31, 2027, under the More Access to Energy Act.

LIST OF UNDERTAKINGS
LIST OF UNDERTAKINGS NO. PAGE NO. June 17, 2026 U-1 To provide any work product from any consultant hired to support the development of the benefits package, including compensation ranges and the benefits package 75 U-2 To provide Hugessen...

AI summary The document outlines a list of undertakings related to providing financial and operational information, including work products from consultants, compensation details for the CEO, and accounting policies. These undertakings are to be filed by specific dates and relate to regulatory proceedings.

IESO NOVA SCOTIA PANEL 337 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 337 Cr-ex, (Rudderham) 1 evidence is it's imminent, it's coming. My questioning 2 was are these two things related. Are we waiting until 3 the transition tariff these provisions are proclaimed 4 in order for IESO to...

AI summary The discussion centers on the IESO's revenue recovery mechanisms and the transmission tariff, with concerns about the clarity of how costs are recovered and the relevance of certain sections of the Act. There is also a mention of a planned reference to an IR response in Exhibit N-6 and the absence of discussion on section 79.

IESO NOVA SCOTIA PANEL 347 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 347 Cr-ex, (Rudderham) 1 factor that in before we could bring it forwards. So 2 within three months of an approval. 3 So then this Q. 4 THE CHAIR: Sorry; just on that, in 5 terms of the approval of capital costs by t...

AI summary The discussion revolves around the approval of capital costs by the Board under the Public Utilities Act and the More Access to Energy Act. The IESO clarifies that while the Board does not have direct jurisdiction to approve capital costs, such costs may be addressed through revenue requirements as depreciation or interest expense under section 29 of the Act.

IESO NOVA SCOTIA PANEL 363 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 363 Cr-ex, (Rudderham) 1 PDF page 21. 19 there are no capital costs included for approval in the INTERNATIONAL REPORTING INC. CERTIFIED COURT REPORTERS 1 revenue requirement; correct? 2 (McFeters) That's correct. A....

AI summary The proceeding discusses the revenue requirement and operating expenses related to procurement costs, including capacity contracts and managing multiple RFPs for additional capacity. The discussion centers on the approval of these costs and their inclusion in the budget.

IESO NOVA SCOTIA PANEL 371 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 371 Cr-ex, (Rudderham) 1 Q. So this is a table of spending by 13 So it's fair to make an Q. 14 assumption that IESO NS would have spent roughly around $2 15 million over that period on procurement expenses; fair? 16...

AI summary The discussion centers on the IESO NS's procurement expenses and whether the current budget of $820,000 in the revenue requirement is adequate. The witness clarifies that the table spans two fiscal years and that the $520,000 mentioned is a forecast for the current fiscal year, leaving about $300,000 for the remainder of the year.

IESO NOVA SCOTIA PANEL 387 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 387 Cr-ex, (Rudderham) 1 Oh, it do you mind just zooming out 16 the administration of those of contracts means? 17 (Johnston) So I think the A. 18 position of the IESO is that section 30 is for us to bring 19 forward...

AI summary The IESO discusses the administration of contracts under section 30, explaining that costs are brought forward when energy resources provide customer benefits. Procurement costs are included in the revenue requirement application, with an intent to transfer some costs to future proponents and refund customers.

IESO NOVA SCOTIA PANEL 391 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 391 Cr-ex, (Rudderham) 1 Q. Okay. So then does that mean 2 that the IESO NS's understanding of what the 3 administration of the costs means under section 30 does 4 not include the procurement cost or the administrati...

AI summary The discussion revolves around the interpretation of section 30 of the More Access to Energy Act, specifically regarding the recovery of costs related to energy resource supply contracts. The IESO Nova Scotia clarifies that costs such as those from tolling agreements and contract administration fall under section 30, while one-time costs like those for establishing contracts are not included in this mechanism.

IESO NOVA SCOTIA PANEL 395 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 395 Cr-ex, (Rudderham) 1 discussed that any of those would be recovered by IESO 2 Nova Scotia through a section 30 application specifically. 3 Our interpretation or our position on reading that section 4 is that it's...

AI summary The discussion focuses on the interpretation of section 30 of the Act, which pertains to the recovery of ongoing operational costs from customers once an energy supply contract is in place. The IESO currently does not have a document articulating the definition of these costs and has not yet incurred any section 30 costs.

Section 61
1 what was budgeted for the 2025/2026 year; correct? Give 2 or take. 3 A. (Johnston) Give or take, that's 4 correct. 5 Q. That 300,000, is that actual 6 savings or are those amounts that are being deferred to a 7 future year? 8 A. (Johnsto...

AI summary The discussion focuses on budgeting for the 2025/2026 year, specifically addressing $300,000 in savings and whether these amounts are actual savings or deferred to a future year. The response highlights the use of a deferral account and the need to recover $5 million from customers, noting that this is less than initially budgeted.

IESO NOVA SCOTIA PANEL 407 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 407 Cr-ex, (Rudderham) 1 Q. What I'm wondering, is that 2 300,000 that would have been included in the first revenue 3 requirement, has that now pushed over into the current 4 revenue requirement, or is that actual t...

AI summary The discussion revolves around a deferred expense of $300,000 that was not spent in the '25/'26 revenue application. The entity explains that this amount is intended to be offset in the '27/'28 revenue application, provided that the costs in the previous year were deemed prudent. The intent is to compartmentalize expenses by year, ensuring that future spending is justified in future applications.

IESO NOVA SCOTIA PANEL 433 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 433 Cr-ex, (Rudderham) 1 amount. But this is really outside of our revenue 2 requirement itself. 3 Q. So when the revenue requirement 4 is recovered from a market participant, say NSPI, you're 5 saying IESO would be...

AI summary The discussion revolves around the revenue requirement and how taxes, specifically the HST, are applied to it. The IESO is seeking approval for the revenue requirement plus applicable taxes, and there is clarification on how the HST would be added to the amount passed on to Nova Scotia Power.

IESO NOVA SCOTIA PANEL 435 Cr-ex, (Rudderham)
IESO NOVA SCOTIA PANEL 435 Cr-ex, (Rudderham) 1 passed on their cost the customers, would still be having 16 NS had indicated that they intend to file an application 17 or a filing with the Board in relation to the 18 implementation budget...

AI summary The text discusses Nova Scotia Power's intent to file an application with the Energy Board regarding an implementation budget or plan. It also addresses whether regulatory costs are included in the current revenue requirement and mentions the use of a variance account for unanticipated costs.

Section 81
- been a broad activity that was anticipated, but I think to the the way you're asking the questions is if we sort of detailed out every activity, and we haven't. - Q. What I'm trying to understand is whether the costs for these items that...

AI summary The discussion revolves around whether additional costs beyond the current revenue requirement or budgeted amounts will be incurred. The speaker indicates that while actuals may differ from forecasts, there is no indication of significant costs requiring new evidence or changes to the application, and the current budget is viewed as prudent.

1 Q. You've alluded to changes not of
IESO NOVA SCOTIA PANEL 441 Cr-ex, (Rudderham) 1 Q. You've alluded to changes not of 2 the magnitude that would warrant new evidence or things 3 like that. What magnitude are you referring to? What 4 dollar amount or what percentage amount...

AI summary The discussion revolves around the IESO's approach to revenue applications and cost management, with a focus on whether changes of a specific magnitude would require new evidence. The IESO emphasizes managing costs within approved budgets, even if unexpected expenses arise later in the year.

IESO NOVA SCOTIA PANEL 459 Cr-ex, (Kayter)
IESO NOVA SCOTIA PANEL 459 Cr-ex, (Kayter) 1 of, you know, the possibilities here?" 2 THE CHAIR: So Mr. Kayter, there's two 3 things going on in this Application. One is the approval 4 of the revenue requirement, which the legislation 5 ab...

AI summary The discussion centers on the approval of a revenue requirement and the establishment of a deferral and variance account under the More Access to Energy Act. The Chair questions whether the Province supports the use of such an account and whether costs can be disallowed if not appropriately included.

IESO NOVA SCOTIA PANEL 463 Cr-ex, (Kayter)
IESO NOVA SCOTIA PANEL 463 Cr-ex, (Kayter) 1 behalf of the Department at this time, but it's a fair 2 question the Board asks, and it flows from the line of 3 questioning that I'm raising, and I didn't contemplate it 4 when I was framing t...

AI summary The discussion centers on the Board's authority to deny proposed expenditures and revenue requirements, referencing the deferral account and variance piece. The speaker mentions legislation that refers matters back to IESO Nova Scotia on a forecasted basis and anticipates eventual Board approval.

IESO NOVA SCOTIA PANEL 467 Cr-ex, (Kayter)
IESO NOVA SCOTIA PANEL 467 Cr-ex, (Kayter) 1 I don't think it raises a particular 6 that okay? Yeah, okay. All right. 7 So we'll do that. Why don't we break 8 again for 15 minutes. So it's 25 after 12:00. We'll come 9 back at 20 to 1:00 an...

AI summary The text is a transcript from a regulatory proceeding involving the IESO Nova Scotia Panel 467 Cr-ex, (Kayter). It includes a cross-examination by Mr. Mahody focusing on the deferral and variance account, specifically referencing the IESO's first Revenue Requirement Application for the period ending March 31, 2026.

IESO NOVA SCOTIA PANEL 477 Cr-ex, (Mahody)
IESO NOVA SCOTIA PANEL 477 Cr-ex, (Mahody) 1 The Board makes directions regarding 2 all future revenue requirement applications are to include 3 certain things. And I again appreciate that at the time 4 this was given, this application had...

AI summary The Board has directed the IESO to include specific standardized filings in future revenue requirement applications. The IESO confirms its intention to comply with these requirements and is working on regulatory compliance, including drafting deferral and variance mechanism guidelines and finalizing accounting policies under audit by BDO.

Preamble
1 provide some draft accounting policies. But from a 2 completion perspective, the filing of the all of those 3 items with the Board, is there an impediment any 4 impediment for IESO committing to filing those by, say, 5 September of 2026?...

AI summary The discussion revolves around the timing of filing accounting policies and guidelines with the Board, particularly in alignment with the '25/'26 Board's findings. The IESO plans to file these by the time of the '27/'28 revenue requirement application. The deferral mechanism's impact on future revenue requirements is also discussed.

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 →