Topic:"Stakeholder Engagement" in M10473

is Province. The Settlement Plan sets Nova Scotia on a path toward realigning DSM spending at the appropriate level within three years while also considering new climate change goals in Nova Scotia. E1 developed its Settlement Plan over th...

AI summary E1's Settlement Plan aims to realign DSM spending within three years while addressing Nova Scotia's climate goals. Developed through stakeholder engagement, the plan includes diverse programming to reduce electricity bills, targeting low-income households and small businesses. It projects 412.7 GWh energy savings and 96.7 MW demand savings with a $173M investment, offering long-term savings for ratepayers.

1.3 STAKEHOLDER ENGAGEMENT - In an effort to attempt to bring consensus among stakeholders with respect to the appropriate level of - DSM investment for 2023-2025, E1 adopted an earlier, more transparent and responsive level of - stakehold...

AI summary E1 engaged stakeholders through the Demand Side Management Advisory Group (DSMAG) and iterative modelling to develop its Settlement Plan, incorporating feedback on energy savings targets and low-income programs. The process aimed to align the Plan with stakeholder concerns and the evolving Nova Scotia energy landscape.

4.6 BUSINESS RELATIONSHIPS AND MAINTENANCE OF MARKET PRESENCE Maintaining business relationships and market presence are key to minimizing risk and ensuring ratepayers get the best value for their investment. Creating stable conditions enc...

AI summary Maintaining business relationships and market presence is crucial for minimizing risk and ensuring value for ratepayers. E1's Settlement Plan ensures consistent investment in residential and BNI sectors, maintaining existing programs and relationships with various stakeholders.

6.1 THE 2020 INTEGRATED RESOURCE PLAN - Integrated resource plans are employed as foundational instruments to shape system planning and - operations, which informs such decisions as optimal supply alternatives including DSM. The IRP is - i...

AI summary The 2020 Integrated Resource Plan (IRP) by NS Power is a foundational tool for system planning and operations, informing decisions on optimal supply alternatives including Demand Side Management (DSM). The IRP aims to identify the lowest revenue option over a 25-year horizon and is essential for developing the DSM Plan. The 2020 IRP was developed through a stakeholder process and includes Reference Plan 2.0C, which is considered a key indicator for DSM investment levels.

9. UNDERSERVED MARKETS AND DIVERSE COMMUNITIES As a Guiding Principle under the Settlement Plan, E1's programs and initiatives must be accessible on an equitable and non-discriminatory basis to all ratepayers. To accomplish this, it is cri...

AI summary The Settlement Plan emphasizes equitable access to E1's programs, particularly for underserved and low-income communities. It includes initiatives to increase accessibility, remove barriers, and expand education and outreach. The plan aims to achieve 17-22% of total investment in low-income support, reflecting recent census data on low-income prevalence in Nova Scotia.

2.1 STAKEHOLDER ENGAGEMENT IN THE DEVELOPMENT PROCESS In developing the Settlement Plan, E1 leveraged lessons learned from the 2020-2022 DSM Plan to enhance the development process and demonstrate responsiveness to stakeholder feedback. Wh...

AI summary E1, Electricity Efficiency Nova Scotia, improved stakeholder engagement in the Settlement Plan development by learning from the 2020-2022 DSM Plan process. Stakeholders requested earlier engagement, particularly regarding DSM scenarios and modelling. E1 implemented a comprehensive plan involving early materials, meetings, and feedback mechanisms to ensure transparency and responsiveness.

2.1.1 DSM ADVISORY GROUP STAKEHOLDER ENGAGEMENT E1's engagement process sought to provide an accessible, equitable and affordable plan that was responsive to the current planning landscape. As illustrated in [Figure 3,](#page-110-1) below,...

AI summary E1's engagement process for the DSM Advisory Group aimed to create an accessible and equitable plan aligned with NS Power's Settlement Plan. The process involved multiple phases and included various stakeholders such as the Consumer Advocate, NS Power, and the Assembly of Mi'kmaw Chiefs.

3 Table 2: DSMAG Stakeholder Engagement Timelines in the 2023-2025 Settlement Plan Development First Quarter of 2021 DSMAG Session: Updated DSM Portfolio Scenarios & Initial Model Results October 5 Updated DSM Portfolio Scenarios & Initial...

AI summary This table outlines the timeline for stakeholder engagement by the DSMAG in developing the 2023-2025 Settlement Plan, including sessions, comment periods, and meetings with stakeholders like NS Power, the Consumer Advocate, and the Small Business Advocate.

7 Table 60: Three-Year Summary of the Education & Outreach Component of Enabling Strategies Annual Plan Investment ($M) 2023 Total 1.4 2024 Total 1.5 2025 Total 1.5 Community Outreach & Education: activities aimed at increasing public awar...

AI summary This table outlines the three-year investment plan for the Education & Outreach Component of Enabling Strategies, focusing on community outreach, support for diverse communities, partnership development, green schools, and market transformation in the residential new construction sector.

7.2.3.2 DIVERSE & UNDERSERVED COMMUNITIES - Diverse and underserved communities, or groups, such as Mi'kmaw and African Nova Scotians, are communities that experience collective barriers to participating in society based on age, ethnicity,...

AI summary The document outlines efforts to engage diverse and underserved communities, such as Mi'kmaw and African Nova Scotians, through culturally appropriate outreach, community liaisons, partnerships, and training programs aimed at improving participation in energy efficiency initiatives and creating employment opportunities.

7.2.3.4 GREEN SCHOOLS NOVA SCOTIA & POST- SECONDARY EDUCATION - The Green Schools Nova Scotia initiative has formed part of E1's Enabling Strategies since 2016. The - initiative engages over 25,000 students across 340 schools each year to...

AI summary The Green Schools Nova Scotia initiative, part of E1's Enabling Strategies since 2016, engages over 25,000 students annually and partners with post-secondary institutions to promote energy efficiency education. Activities include providing educational resources, culturally appropriate materials, community engagements, field trips, and co-op/internship opportunities.

7.4.1 OBJECTIVES - Investments in E1's Other Enabling Strategies: - support the evolution of DSM programs and future DSM Resource Plans via research and development initiatives; - ensure the cohesive oversight, development, and reporting o...

AI summary The objectives outlined include supporting the evolution of DSM programs and future DSM Resource Plans through research and development, ensuring cohesive oversight and reporting of regulatory filings, and improving stakeholder engagement through relationship management and consultations.

7.4.2 OVERVIEW - Other Enabling Strategies for 2023-2025 is comprised of Regulatory Affairs activities, which include the - following activities: - NSUARB processes, such as DSM Plan development and reporting; - DSM Advisory Group initiati...

AI summary This section outlines the activities under Other Enabling Strategies for 2023-2025, including regulatory affairs, DSM Plan development, stakeholder consultation, industry research, and legal work related to regulatory initiatives. Table 62 summarizes the three-year investment and focus areas for this component.

7.4.3.3 OTHER REGULATORY INITIATIVES - Other regulatory initiatives include NSUARB processes, not directly tied to DSM Plan development or - reporting, such as industry research and jurisdictional scans, and legal work related to regulator...

AI summary This section outlines other regulatory initiatives, including NSUARB processes, industry research, jurisdictional scans, and legal work. It emphasizes engagement with other jurisdictions, collaboration with consultants, and monitoring of regulatory environments to support DSM planning and administration. The electricity system is undergoing transformation, leading to more complex regulatory proceedings interwoven with DSM.

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

AI summary EfficiencyOne is required to submit quarterly and annual reports to the UARB and NSPI, detailing progress on the EECA and financial performance. The agreement emphasizes the importance of ongoing coordination and communication between NSPI and EfficiencyOne to ensure effective planning and implementation of the EECA.

SHARING OF DATA AND INFORMATION 20 24. - EfficiencyOne shall work co-operatively with NSPI to provide NSPI with information and data from time to time in order to assist NSPI with planning and load forecasting as may be reasonably required...

AI summary EfficiencyOne is required to share data and information with NSPI for planning and load forecasting, consistent with past practices. In case of disputes, NSPI may apply to the UARB for access to the requested information.

rson activities (e.g. in-home assessments, in-home activities, in-business audits), from April 28 to June 1, 2021, and in December, due to the re-emergence of COVID-19 and public health restrictions.) - A summary of E1's actions and effort...

AI summary E1 suspended in-person activities from April 28 to June 1, 2021, due to COVID-19, modified program delivery (e.g., contactless pick-ups, virtual audits), and paused in-store marketing campaigns. Updates on these changes were reported in Q1-Q3 2021 DSM Reports to NSUARB and stakeholders.

Mi'kmaw Home Energy Efficiency Project Highlights - From April 28 to June 1, 2021, MHEEP paused activities with the suspension of inperson activities due to COVID-19. No activities, upgrades or assessments were completed during this time....

AI summary The Mi'kmaw Home Energy Efficiency Project (MHEEP) faced delays due to the suspension of in-person activities during the pandemic, contractor capacity issues, and staff changes. Despite these challenges, MHEEP saw a significant increase in participants in 2021. Marketing efforts included bilingual website development and community photoshoots.

3 Enabling Strategies (2021) Highlights Education and In 2021, Education and Outreach activities included the following: Outreach • participated in community outreach events, draft-proofing workshops, information sessions, conferences, hom...

AI summary In 2021, Education and Outreach activities included community events, virtual workshops, media appearances, and engagement with diverse communities. Initiatives like Green Schools, webinars, and partnerships with educational institutions were highlighted, reaching thousands of students and promoting energy efficiency across Nova Scotia.

Getting ready for the worst Halifax rebuilding task force to respond to disasters JEN TAPLIN THE CHRONICLE HERALD [email protected] @chronicleherald If that crane had toppled onto an occupied building in downtown Halifax instead of one und...

AI summary Halifax is rebuilding a national Heavy Urban Rescue task force (HUSAR) to enhance disaster response capabilities amid increasing climate-related risks. The team, comprising doctors, paramedics, engineers, and military personnel, is training with US experts in Bedford, focusing on techniques like building stabilization for rescue operations.

4.2.3.2 MARKETING STRATEGY 1 15 17 18 2122 24 - 2 The Existing Residential program marketing strategy will deliver integrated marketing campaigns by - 3 program component and market segment (e.g. home renovation, low-income, seniors), with...

AI summary The marketing strategy for the Existing Residential program focuses on integrated campaigns targeting segments like home renovation, low-income, and seniors, emphasizing virtual education. E1 prioritizes direct email marketing for its cost-effectiveness and alignment with resident/business preferences, leveraging partnerships and diverse media tactics.

Goals Statement - To build inclusion, diversity, and social justice in pursuit of technical excellence. - Excellence in the integration of knowledge, method, and practice. - Improvement and learning at all levels. - Contextually sound meas...

AI summary The Goals Statement emphasizes technical excellence, inclusion, diversity, and social justice. It highlights the integration of knowledge and practice, continuous improvement, ethical research, client-focused service, and innovation in methodologies. Key priorities include contextual measurement, learning at all levels, and ethical research practices.

taled 8.174 GWh in 2021 compared to 8.120 GWh in 2020 and gross peak demand savings totaled 1.143 MW in 2021 comparted to 1.10 MW in 2020. The average savings per participant decreased by 13% in 2021. Most gross energy savings in 2021 was...

AI summary The EPI program achieved 8.174 GWh energy savings in 2021, driven primarily by LED lamp installations (74% of product installs). Average savings per participant fell 13% due to a 'decreasing pool of opportunities,' attributed to market saturation or low demand. 68% of participants reported no additional efficient product installations post-program, while 96% cited ENS promotion as their participation reason. Evaluation methods included audits, surveys, and GHG emission calculations.

E1 Responses to Consumer Advocate (CA) Information Requests NON-CONFIDENTIAL Request IR-01: In the past, E1 has underperformed in meeting its planned low-income spending and savings amounts. How will E1 ensure that it meets its low-income...

AI summary E1 acknowledges past underperformance in meeting low-income spending/savings targets and outlines strategies to address barriers like affordability and awareness. The Settlement Plan includes enhanced programs (e.g., Affordable Multi-family Housing, Efficient Product Installation) and data-driven outreach to improve participation and ensure 2023-2025 targets are met.

E1 Responses to Industrial Group (IG) Information Requests NON-CONFIDENTIAL In response to feedback received after the 2020-2022 DSM Plan process, E1 purposely developed a comprehensive stakeholder engagement plan, for the 2023-2025 DSM Pl...

AI summary E1 developed a comprehensive stakeholder engagement plan for the 2023-2025 DSM Plan, focusing on transparency and early engagement. The process included feedback from the DSMAG, sharing assumptions and model results, and conducting multiple rounds of modeling to address stakeholder concerns.

DSM PROGRAMS FOR AFFORDABLE HOUSING & LOW INCOME HOUSING PROVIDERS : The requirements of the Affordable Multiple Family Housing programs could be said to be very onerousrelating to allowable rental levels, and the commitment for essentiall...

AI summary The Affordable Multi-family Housing program's strict rental caps are criticized as overly burdensome during inflation, with providers facing pressure to maintain rent below CPI increases. A proposal suggests expanding eligibility to include participation in CMHC or Housing Nova Scotia programs. EfficiencyOne plans stakeholder consultations in 2022, with potential 2023 changes.

Request IR-01: Reference: Evidence, page 3, lines 5-13. "E1 developed its Settlement Plan over the course of a comprehensive and transparent stakeholder engagement process, ensuring that all ratepayer classes were given the opportunity to...

AI summary E1's Settlement Plan was developed through extensive stakeholder engagement, including DSMAG sessions and input from ratepayer classes. The response confirms no preclusive Settlement Agreement exists and details engagement activities. Questions focus on stakeholder input incorporation, changes post-NS Power's rate application, and meeting minutes.

1 The stakeholder engagement on avoided costs for use in the 2023-2025 DSM Plan was 2 initiated in March of 2021 with a DSMAG technical session. In addition to the general DSM 3 planning stakeholder engagement through the DSMAG, Efficiency...

AI summary Stakeholder engagement on avoided costs for the 2023-2025 DSM Plan began in March 2021, involving sessions with the DSMAG, EfficiencyOne, NS Power, Synapse, and Resource Insight, Inc. Multiple meetings and written comments were exchanged to address issues related to energy and capacity avoided costs, as well as the avoided cost of carbon.

lan, including proposed programs, program budgets, cost-recovery mechanisms and, with the exception of the Compact, a proposed performance incentive mechanism. Pursuant to the Energy Act of 2012, the Program Administrators also have incorp...

AI summary The document outlines the submission of Three-Year Energy Efficiency Plans by Program Administrators, including proposed programs, budgets, and cost-recovery mechanisms. The Massachusetts Attorney General and various organizations have intervened in the proceedings, and the Department issued procedural guidelines and memoranda for the filings.

and the Low-Income Energy Affordability Network (together, “LEAN”), Acadia Center (“Acadia”), Northeast Energy Efficiency Council (“NEEC”), and Massachusetts Energy Marketers Association (“MEMA”). Also, on November 8, 2021, the Department...

AI summary The document outlines various interventions and participants in multiple docket proceedings, including the granting of full party status to Sunrun Inc. and National Grid (gas), as well as limited participant status to NEGPA and NECEC. It also references a joint public hearing held on December 1 and 2, 2021.

Page 4 Pursuant to notice duly issued,3 the Department held two joint public hearings on December 1 and 2, 2021.4 The Program Administrators sponsored the testimony of 3 On December 14, 2021, the Department received a motion for leave to f...

AI summary The Department of Public Utilities held joint public hearings on December 1 and 2, 2021, for the Three-Year Plans. CPower Energy Management filed comments out of time, but the Department ruled them inadmissible due to not meeting the deadline and failing to show good cause for the delay.

echt of Raymond J. Albrecht, LLC; (2) Dr. Thomas Butcher of the National Oil Heat Research Alliance; (3) Matthew Herman of the National Biodiesel Board; and (4) Joseph Uglietto of Diversified Energy Specialists, Inc. 8 The Department held...

AI summary The Nova Scotia Utility and Review Board (NSUARB) conducted joint and Compact-specific evidentiary hearings in December 2021. Multiple parties, including Program Administrators, the Attorney General, and various organizations, filed briefs and reply briefs in multiple dockets between December 2021 and January 2022.

)(1). The Department is required to conduct a public hearing to allow interested persons to be heard on the Three-Year Plans. G.L. c. 25, § 21(d)(1). Within 90 days of the filing date, the Department must approve, modify, or reject and req...

AI summary The Department is required to hold a public hearing on the Three-Year Plans and approve, modify, or reject them within 90 days. The Council worked with Program Administrators to develop the Statewide Plan under the Green Communities Act and must approve it with a two-thirds majority vote. The Council conducted workshops and public comment sessions to aid in the development of the plan.

Page 25 these measures, the Program Administrators responded that they “have not defined any measure as an equity measure” (Exh. DPU-Comm 3-1). Further, a cornerstone proposal of the Program Administrators’ equity efforts is the Community...

AI summary The Program Administrators' equity efforts, including the Community First Partnership Program, faced criticism for unclear criteria and lack of transparency. The Department of Public Utilities had to address inconsistencies and ensure clarity in the proposed budget increase of $1.2 billion, which is 29.3% higher than the 2019-2021 Three-Year Plans.

re that the Statewide Plan development process is sufficiently transparent to ensure that stakeholders are made aware of any significant revisions from the draft to final Statewide Plan. During prior three-year energy efficiency planning c...

AI summary The document discusses the development process of the Statewide Plan and highlights concerns about its transparency and timeliness. While collaboration with the Council and stakeholders is supported, the process has not resolved all issues in a timely manner, impacting the Program Administrators' ability to submit complete and accurate plans.

this collaboration, in relation to the filing deadline with the Department, negatively impacts the ability of the Program Administrators to develop and present a complete, accurate, and reviewable Three-Year Plan filing, including quality...

AI summary The document discusses challenges faced by Program Administrators in meeting filing deadlines due to ongoing collaboration with the Department, DOER, and the Council. Late discussions impact the ability to prepare a complete Three-Year Plan filing and stakeholder engagement. The Department requires a final written response to the Council’s recommendations within 45 days.

shall include a summary of each Council recommendation or comment, and specify whether and how the Program Administrators intend to address the issue in the Three-Year Plans. The Program Administrators also shall include a description of a...

AI summary The text outlines requirements for Program Administrators to address Council recommendations and comments in the Three-Year Plans, including program design changes and limitations on further modifications after submitting responses. It also highlights the Department's limited 90-day review period for these plans.

0-day review. As much as the Program Administrators require sufficient time to finalize the Three-Year Plans before they are filed with the Department, they also must be able to 33 The Department will also meet with the Council’s consultan...

AI summary The Department of Energy and Environmental Regulation (DOER) is coordinating with Program Administrators to finalize and file Three-Year Plans, while also managing the increased workload of reviewing these plans. The Program Administrators have filed multiple motions for extensions of time to respond to discovery and record requests.

rovements (Statewide Plan, Exh. 1, at 115). The HEAT Loans are offered at zero percent interest to customers, up to a total of $25,000 (Statewide Plan, Exh. 1, at 115). For the 2022-2024 Three-Year Plan term, the Program Administrators pla...

AI summary The Program Administrators offer HEAT Loans at zero percent interest to customers for home electrification, including up to $5,000 for electrification barriers. They also provide educational outreach programs for K-12 students, including educator workshops, classroom kits, and community-based interactive exhibits.

t resources, some of the Program Administrators use hands-on, interactive exhibits and games at community-based events in their service areas to further conduct outreach to K-12 students (Statewide Plan, Exh. 1, at 118). For the 2022-2024...

AI summary The Program Administrators use interactive exhibits, games, and educational grants to increase outreach to hard-to-reach communities and K-12 students as part of their 2022-2024 Three-Year Plan. They also distribute Kill-a-Watt kits to libraries and plan to coordinate with vocational/technical schools.

other low carbon fuels, while recognizing the higher costs of heat pumps and marginal grid emissions impacts, rather than an average grid emissions profile (MEMA Brief at 3-5; MEMA Reply Brief at 3-5). Lastly, MEMA argues that overreliance...

AI summary MEMA argues that relying on heat pumps may harm low-income and environmental justice communities due to higher costs and grid impacts, suggesting preserving rebates for fossil-fuel heating equipment could reduce emissions. Sunrun supports ADR programs but highlights concerns with mid-cycle changes, device qualification, and stakeholder involvement in program transitions.

argues that process improvements to facilitate meaningful stakeholder engagement are needed to maximize ADR program benefits (Sunrun Brief at 10-11). Specifically, Sunrun argues that it is necessary to simplify what are currently complex e...

AI summary Sunrun argues for process improvements to enhance stakeholder engagement in ADR programs, citing the need for simplified enrollment procedures and stakeholder input on mid-cycle changes. It also raises concerns about the lack of detail in National Grid (electric)’s proposed solar PV inverter offering and recommends that National Grid provide more information before implementation.

In order to increase participation, the Program Administrators also propose a series of short- and long-term strategies to provide flexibility to participate in the programs, as well as address barriers to participation, including time and...

AI summary The Program Administrators propose strategies to increase participation in energy efficiency programs, including targeted income-based incentives and educational outreach. NSTAR Electric, NSTAR Gas, and EGMA also propose enhancements to the Residential Education Program, though the Department notes many of these enhancements align with existing elements of the program.

ta request process. PP&A Study Report at 18. As directed by the Department, in the 2019 Annual Reports, the Program Administrators provided a detailed explanation of the progress towards implementing each recommendation contained in the PP...

AI summary The document discusses the implementation of recommendations from the PP&A Study Report by Program Administrators, focusing on creating a formal process for Key Performance Indicators and addressing data requests from stakeholders while minimizing administrative costs. The Department of Public Utilities has directed the Program Administrators to adopt revised guidelines and work with the Council to develop a formal process for handling data requests.

Last Reviewed: May 2021 "," Baseline & Updated Compliance Studies: Alabama was one of eight states participating in the US DOE's Residential Energy Code Field Study, which included an initial field study, followed by education and outreach...

AI summary Alabama participated in a US DOE study on residential energy code compliance, achieving 92% initial compliance with 2009 codes. Post-study, compliance was re-evaluated under 2015 codes. Utilities and stakeholders collaborate via the AERC Board, with Alabama Power offering training for code verification. ADECA and the Institute for Market Transformation led education efforts.

ell as the acquisition, rehabilitation, and rental or resale of single-family residential properties with possibilities for green and energy-efficiency retrofits where feasible. Workforce Development The CEC’s EPIC program developed many o...

AI summary The text discusses California's energy efficiency initiatives, including workforce development through the CEC’s EPIC program, which provides training and resources for the residential building industry. It also highlights the 2019 California Energy Efficiency Action Plan, which recommends expanding outreach and education efforts and ensuring family-supporting jobs in all communities. The CPUC mandates that IOUs require experienced installers for incentive-eligible programs.

-specific education and training. The WE&T Connections subprogram facilitates implementation of energy efficiency strategic planning for K-12, community colleges, adult education, and higher education institutions. It seeks to promote ener...

AI summary The text discusses energy efficiency programs targeting educational institutions and building energy disclosure requirements in California. It outlines the WE&T Connections subprogram and Assembly Bills 1103 and 802, which mandate energy consumption data disclosure for commercial and multifamily buildings.

ary 2017 the CPUC completed the “Codes and Standards Compliance Improvement Program Years 2013-14 Process Evaluation.” The CPUC completed the 2013-2015 Impact Evaluation. The “California Statewide Codes and Standards Program Impact Evaluat...

AI summary The California Public Utilities Commission (CPUC) completed several evaluations related to energy efficiency standards compliance between 2013 and 2017. Investor-Owned Utilities (IOUs) play a key role in supporting compliance through training, rebate programs, and standards development. Stakeholder groups also contribute to improving code compliance across the state.

will conduct a baseline study. Although these findings have not been reported to date, they will be provided in a separate report. Additionally, NEEP completed a residential energy code compliance study in 2019/2020. Utility Involvement: U...

AI summary The document outlines efforts in Connecticut related to energy code compliance, including a baseline study, utility involvement in strategic planning, and training programs. The Connecticut General Statute (16-245m) requires utilities to submit a three-year Conservation and Management Plan, and the State collaborates with NEEP to implement the 2009 IECC. Stakeholder groups and certification requirements for building code officials are also discussed.

The strategies, goals, and policy recommendations included in the plan use equity-related metrics and methods for protecting Delaware’s most vulnerable populations from the effects of climate change. Public participation has been central t...

AI summary Delaware's Climate Action Plan incorporates equity-related metrics and public participation to address climate change impacts. Over 1,000 residents and stakeholders engaged through workshops and surveys. The state's energy plans do not yet prioritize clean energy workforce development, and no disclosure policy is in place.

tionate impact of environmental hazards on vulnerable populations. This study will provide much needed information on the current status of energy equity within Florida, which has yet to be evaluated. The FDACS Office of Energy is looking...

AI summary The FDACS Office of Energy is working to promote energy equity through various programs, including the Florida Wastewater Treatment Plant Energy Program, and is also supporting workforce development initiatives such as EnergyWhiz Events and the Youth Energy Academy. These efforts aim to reduce energy burden and promote clean energy education in Florida.

et as needed. In 2018, the Energy TAC met nine times. The agendas and minutes to those meetings can be found here. Training/Outreach: On-site training and webinars have been performed by Building A Safer Florida (BASF), Building Official A...

AI summary The document discusses Florida's efforts in energy code training and outreach, including on-site training and webinars conducted by various entities. It also mentions the state's limited policies to encourage CHP development, with only one new CHP system installed in 2018. The Florida Public Service Commission's interconnection standard for distributed generation systems up to 2MW is noted, though it may not clearly define CHP as eligible for interconnection.

sidential and commercial customers in Hawaii, with minimal barriers to entry in their pursuit of renewable energy and energy efficiency equipment and infrastructure. Last Updated: September 2018 "," The increasing public challenges and voc...

AI summary The Hawai?i State Energy Office (HSEO) is enhancing its community engagement efforts to ensure equitable inclusion of all residents in the transition to a clean energy economy. This includes forming a Civic Community Engagement Group, implementing a community outreach program, and expanding social media outreach to engage low-to-moderate income communities.

the State’s baseline understanding of, and capacity to address, the most marginalized and vulnerable communities within Hawai?i as it combats climate change and transitions to a clean energy economy. The Hawai‘i State Energy Office’s (HSEO...

AI summary The Hawai‘i State Energy Office (HSEO) is focused on workforce development and education in the energy sector, identifying needs for energy efficiency, renewable energy, and clean transportation. They have trained over 260 county employees and are developing a K-12 curriculum on clean energy. This is part of Hawai‘i's broader strategy to address climate change and build a clean energy economy.

ting systems. The loans can be used for high efficiency oil or propane furnaces, cold-climate heat pumps, central wood pellet systems, solar domestic hot water systems, or weatherization improvements. Last Updated: August 2017 ","The Globa...

AI summary The Global Warming Solutions Act of 2020 mandates the preparation of Vermont's Climate Action Plan by 2021, with the Vermont Climate Council engaging marginalized communities in its development. The Council is working with consultants to co-create a public engagement plan using various methods like interviews and focus groups. The Department of Public Service is also developing a Comprehensive Energy Plan and coordinating with the Council to avoid overburdening communities.

Last Updated: August 2020 "," Gap Analysis/Strategic Compliance Plan: A gap analysis and energy code compliance plan was completed for Vermont and is available on the Vermont Department of Public Service website. Baseline & Updated Complia...

AI summary A gap analysis and energy code compliance plan for Vermont was completed and made available online. Compliance studies show 66% residential and 90% commercial compliance with energy codes. Efficiency Vermont and Burlington Electric Dept. provide training and support to improve compliance. The Department of Public Service plans to form a stakeholder advisory group, and Efficiency Vermont funds energy code training for various professionals.

hat may be used for energy efficiency measures through building renovations, repairs and maintenance or purchase of equipment and facilities for businesses, farming operations and multifamily housing. Last Updated: July 2018 ","Division of...

AI summary The Division of Energy (DE) is in the early stages of the Missouri State Energy Planning (MoSEP) process, engaging stakeholders and focusing on affordability and equity for low-income consumers. A regional approach is being taken to ensure marginalized groups' interests are represented effectively.

Last Reviewed: July 2021 "," Baseline & Updated Compliance Studies: Missouri completed a compliance study of residential energy codes with the Midwest Energy Efficiency Alliance. PNNL analysis is complete for all but the Manual J measure....

AI summary Missouri conducted a compliance study of residential energy codes with the Midwest Energy Efficiency Alliance, estimating a 64.6% compliance rate. The Division of Energy is developing a compliance plan for submission to DOE. Ameren Missouri committed to funding a building codes circuit rider, and the Division of Energy encourages utility stakeholder advisory groups to engage in building code compliance efforts.

Utility Involvement: The state’s three largest publicly-owned electric utilities – Lincoln Electric System, Nebraska Public Power District and Omaha Public Power District – have a long history of providing very strong support (financial an...

AI summary The state's three largest publicly-owned electric utilities have historically supported building energy code upgrades and compliance activities. The Nebraska Energy Code Compliance Collaborative (NECCC) was established in 2013 to promote compliance with energy codes. The State Energy Office is required by statute to provide training for code officials and others involved in implementing energy codes. Training initiatives, including conferences and webinars, have been conducted with support from the utilities and the Midwest Energy Efficiency Alliance.

Last reviewed: August 2021 "," Gap Analysis/Strategic Compliance Plan: NJ has an Evaluation Plan which was last made public in May 2017. The BPU’s Office of Clean Energy, in conjunction with the independent evaluator, Rutgers Center for Gr...

AI summary New Jersey has an ongoing Evaluation Plan updated by the BPU and Rutgers Center for Green Building, with a baseline study completed in 2019. A Code Compliance Study is underway, and the Clean Energy Act mandates the development of quantitative performance indicators by utilities. Utilities can participate in advisory groups and committees related to energy codes.

s, within five years of implementation of their energy efficiency and peak demand reduction programs, and until such time as all cost-effective energy efficiency is achieved in each utility territory. Following many months of work by stakh...

AI summary The Board of Public Utilities (BPU) has set ambitious energy efficiency and peak demand reduction targets, transitioning utilities to a more central role in program delivery and establishing performance-based recovery mechanisms. These changes were outlined in a June 2020 Order, aiming to increase annual electric and gas savings beyond previous goals set by the Clean Energy Act.

for these studies will be published in 2020. Additional Delphi Panels are planned for 2021 and 2023, and annual longitudinal studies through 2023, to measure progress. Utility Involvement: NYSERDA administers utility rate payer dollars to...

AI summary NYSERDA administers utility ratepayer funds to support building energy code compliance and enforcement in New York State. Training, outreach, and stakeholder engagement initiatives are ongoing, including the publication of manuals and the collection of public input through comment periods and working groups.

Trust of Oregon). Through NEEA, utilities directly support market transformation, training, and compliance with energy codes. Utility program implementers participate in code proposal development. Oregon's compliance rates are such that di...

AI summary The Energy Trust of Oregon (NEEA) supports market transformation, training, and compliance with energy codes. NEEA, funded by utilities, collaborates with state agencies and stakeholders to ensure code compliance and advance energy efficiency standards. Oregon's PUC allows energy savings from code compliance to be included in utility IRP energy efficiency savings. Multiple stakeholder groups, including the CIEB and BWEEG, contribute to code development and compliance.

des Division). Finally, Executive Order from 2017 (EO 17-20) established Built Environment Efficiency Working Group (BWEEG) a workgroup that is providing additional input to pertinent stakeholders. Training/Outreach: ODOE operates a codes...

AI summary The Oregon Department of Energy (ODOE) and Building Codes Division (BCD) provide training, outreach, and compliance support for energy codes. BCD offers mandatory training for building officials, while ODOE provides a code hotline and training for builders and other stakeholders. The Oregon Home Builders Association (OHBA) and NEEA also support these efforts, with utility programs assisting in training for beyond-code construction.

Last reviewed: July 2020 "," Gap Analysis/Strategic Compliance Plan: The Building Codes Assistance Project completed a gap analysis in 2012. The Pennsylvania Energy Code Collaborative (PECC) met to further define best practices and recomme...

AI summary This text outlines efforts in Pennsylvania to improve energy code compliance, including a gap analysis, strategic compliance plan, baseline studies, utility involvement, stakeholder meetings, and training initiatives. The PECC and other groups are working on long-term actions to support energy efficiency goals.

lically-accessible facilities, and supports the purchase or lease of electric vehicles (EVs) for integration into public sector fleets. Last Updated: July 2018 ","Community and stakeholder engagement The Office of Energy Resources has deve...

AI summary The Office of Energy Resources (OER) is focused on improving community and stakeholder engagement by collecting demographic data from public workshops and implementing pilot programs to support low-income participation in clean energy initiatives, including Community Solar and electric vehicle integration into public fleets.

l provisions reference the 2009 IECC as well, including that code’s reference to ASHRAE Standard 90.1-2007 as an alternative compliance path. Local jurisdictions may adopt more stringent energy codes. Last Reviewed: September 2019 "," Gap...

AI summary South Carolina references the 2009 IECC and ASHRAE Standard 90.1-2007 for energy code compliance. The state has completed a gap analysis and compliance plan to achieve 90% model code compliance. The South Carolina Energy Office provides training for code compliance, including duct installation and verification. South Carolina has limited policies encouraging CHP deployment, with one new system deployed in 2018.

on energy research. The University of Tennessee Research Foundation (UTRF) also promotes the commercialization and deployment of advanced technologies, some of which are related to energy efficiency. UT-Knoxville hosts several educational...

AI summary The document highlights the University of Tennessee Research Foundation's role in promoting energy efficiency technologies and UT-Knoxville's involvement in educational and research initiatives related to renewable energy. It also describes the I-40 Solar Farm Information and Welcome Center and a solar array on a UT-Knoxville parking garage used for research and energy efficiency improvements.

e State may wish to consider conducting additional education, outreach, and/or training. Data was collected from 15 counties spread out across Tennessee, with Davidson County having the highest number of homes tested (27 homes) and Sevier...

AI summary A study conducted in Tennessee in 2018 collected data from 15 counties to assess building energy efficiency. The final report is awaiting approval from the DOE. The State Fire Marshal’s Office collaborates with the Southeastern Energy Efficiency Alliance (SEEA) on building energy codes and provides training to codes inspectors through the Tennessee Fire Service and Codes Enforcement Academy (TFSCEA).

aining/Outreach: SPEER has developed a statewide Energy Code Ambassador Program and these professionals have advanced training in the energy codes and provide peer-to-peer assistance to code officials and builders in their local areas, whi...

AI summary Texas has established policies and interconnection regulations that support combined heat and power (CHP) systems, including generous rules allowing up to 10 MW of distributed generation interconnection. Despite these policies, no new CHP systems were installed in Texas in 2018. SPEER and SECO also provide training and outreach programs to support energy code implementation.

technicians to the home, thereby increasing WAPs bandwidth and ability to respond. Utah currently has no specific required spending or savings requirements for low-income energy efficiency programs. The Office of Energy Development through...

AI summary Utah's Weatherization Assistance Program (WAP) enhances technician skills through hands-on training and certifications. The Office of Energy Development supports energy code education and partnerships with educational institutions. Utah lacks specific spending or savings requirements for low-income energy efficiency programs, and there is no disclosure policy in place.

om the Volkswagen Settlement and the New England Clean Energy Connect (NECEC) specifically for disproportionately underserved communities in Maine to receive enhanced rebates for level 2 charging stations. These investments are targeted in...

AI summary The text discusses funding from the Volkswagen Settlement and the NECEC project aimed at supporting low- and moderate-income households in Maine through rebates and weatherization programs. It also outlines training initiatives for heat pump installers and legislative actions promoting green jobs in Maine.

Last Reviewed: May 2021 "," Baseline & Updated Compliance Studies: A New Construction Baseline Assessment was performed by Ridgeline Energy Analytics in 2020-21. The study used Home Energy Rating Scores (HERS) and RemRate software to asses...

AI summary A compliance study conducted by Ridgeline Energy Analytics found that 67% of homes in Maine met energy code standards under the 2009 IECC. The study faced limitations due to the pandemic. Maine has statutory requirements for Efficiency Maine's involvement in energy code development, and offers training and outreach for code enforcement and compliance.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL

AI summary The document outlines E1's responses to the Small Business Advocate's information requests regarding activities between E1 and NS Power under the 2023-2025 DSM Plan. It highlights interactions related to demand-side management and stakeholder engagement in regulatory proceedings.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL

AI summary The document outlines E1's responses to the Small Business Advocate's information requests regarding activities between E1 and NS Power under the 2023-2025 DSM Plan. It highlights interactions related to demand-side management and stakeholder engagement in regulatory proceedings.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL

AI summary The document outlines E1's responses to the Small Business Advocate's information requests regarding activities between E1 and NS Power under the 2023-2025 DSM Plan. It highlights interactions related to demand-side management and stakeholder engagement in regulatory proceedings.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL

AI summary The document outlines E1's responses to the Small Business Advocate's information requests regarding activities between E1 and NS Power under the 2023-2025 DSM Plan. It highlights interactions related to demand-side management and stakeholder engagement in regulatory proceedings.

381.0 381.0 EE portfolio includes Residential Sector EE programs, BNI Sector EE programs, and Enabling Strategies 1 2 (b) Please refer to E1’s IR Response in part (a) of this IR. Date Filed: April 29, 2022 E1 (SBA) IR-03 Page 3 of 3 M10473...

AI summary EfficiencyOne (E1) references its prior response to the Small Business Advocate (SBA) regarding the 2023-2025 DSM Plan supply agreement with NS Power. The document is part of a regulatory proceeding (M10473) under the NSUARB.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL

AI summary The document outlines E1's responses to the Small Business Advocate's information requests regarding activities between E1 and NS Power under the 2023-2025 DSM Plan. It highlights interactions related to demand-side management and stakeholder engagement in regulatory proceedings.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL

AI summary The document outlines E1's responses to the Small Business Advocate's information requests regarding activities between E1 and NS Power under the 2023-2025 DSM Plan. It highlights interactions related to demand-side management and stakeholder engagement in regulatory proceedings.

24 activities associated with a redesign of a model scenario at this time. 1 M10473, Errata to EfficiencyOne 2023-2025 DSM Resource Plan Filed March 11, 2022. Filed 28 April 2022. Date Filed: April 29, 2022 E1 (SBA) IR-11 Page 2 of 3 M1047...

AI summary EfficiencyOne (E1) developed a comprehensive stakeholder engagement plan for the 2023-2025 DSM Plan, incorporating feedback from the DSMAG through multiple rounds of modeling and technical discussions to address stakeholder concerns and reflect their goals in the Preferred Plan and Alternate Scenario.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL

AI summary The document outlines E1's responses to the Small Business Advocate's information requests regarding activities between E1 and NS Power under the 2023-2025 DSM Plan. It highlights interactions related to demand-side management and stakeholder engagement in regulatory proceedings.

on Activities between E1 and NS Power (2023-2025 DSM Plan) E1 Responses to Small Business Advocate (SBA) Information Requests NON-CONFIDENTIAL

AI summary The document outlines E1's responses to the Small Business Advocate's information requests regarding activities between E1 and NS Power under the 2023-2025 DSM Plan. It highlights interactions related to demand-side management and stakeholder engagement in regulatory proceedings.

collaboratively on the launch of DR pilots, the Base DR investment and demand savings appear to be too aggressive and it would be challenging for E1 to ramp up to that level by 2025. (b) E1 used the 2020 IRP as the most recent IRP to infor...

AI summary E1 is concerned that the Base DR investment and demand savings targets in the DSM Plan are too aggressive to achieve by 2025. E1 used the 2020 IRP to inform the 2023-2025 DSM Plan but expects a more appropriate IRP scenario with NS Power's 2020 IRP update. E1 is involved in the 2022 IRP update and will develop an Electrification Plan based on NS Power's Electrification Strategy, with stakeholder engagement through the DSMAG.

4.3.4 Regulatory Affairs 1 2 3 4 5 6 7 8 9 As approved in the 2015 DSM Resource Plan, Regulatory Affairs initiatives outside of specific research conducted for DSM Resource Plans or Potential Studies are categorized as Enabling Strategies....

AI summary Regulatory Affairs initiatives outside of specific research for DSM Resource Plans are categorized as Enabling Strategies. These activities include UARB costs, DSM Advisory Group work, stakeholder consultation, and legal work related to regulatory initiatives, all of which are essential for future energy savings.

NEXT STEPS - 1. File methodology and supporting spreadsheet documentation with NSUARB - 2. Continue to work with DSMAG on issues agreed to be deferred for later review

AI summary The next steps include filing methodology and supporting documentation with NSUARB and continuing collaboration with DSMAG on deferred issues for later review.

6 Q. HOW WERE THESE SCENARIOS DEVELOPED? 7 A. E1 developed these scenarios through a comprehensive process that included an extensive 8 stakeholder engagement through the DSMAG at multiple stages over the past year. The 9 stakeholder proce...

AI summary E1 developed scenarios through extensive stakeholder engagement via the DSMAG over multiple stages, incorporating feedback on frameworks, assumptions, and scenarios to achieve consensus on acceptable outcomes.

BACKGROUND AND OVERVIEW - Q. Please provide an overview of the process leading up to E1's filing of its proposed 2023–2025 DSM Plan. - A. Leading up to the current DSM Plan, E1 conducted an extensive stakeholder engagement process. This pr...

AI summary E1 filed its 2023–2025 DSM Plan after stakeholder engagement and three rounds of modeling, resulting in a $173 million investment plan with NS Power. The plan includes 412.7 GWh energy savings and 96.7 MW demand savings. Stakeholders praised the transparent process leading to a moderate proposal.

EDUCATION University of Delaware , Center for Energy and Environmental Policy, Joseph R. Biden, Jr School of Public Policy and Administration , Newark, DE Master of Arts in Urban Affairs and Public Policy with a focus on Energy and Environ...

AI summary The text details an individual's academic background, including a Master's degree in Urban Affairs and Public Policy with a focus on Energy and Environmental Policy, along with coursework in energy economics, electricity policy, and related fields.

Efficiency and Building Electrification Portfolios Through 2025: A Brief on the New York Public Service Commission's Recent Order. Synapse Energy Economics for the Natural Resources Defense Council. Hopkins, A. S., K. Takahashi, Nadel, S....

AI summary The document lists publications on energy efficiency, building electrification, and related studies by Synapse Energy Economics for organizations like NRDC and Bloom Energy. Topics include heat pump technology, low-income programs, energy efficiency budgets, and stakeholder collaboration in New York and Vermont. Case 18-M-0084 is cited regarding energy efficiency initiatives.

1. Avoided Costs The CA's consultant, Theodore Love, makes the following recommendation on the issue of avoided costs: I support the recommendations of David Hill and further recommend that, if the Board approves a plan, E1 should work wit...

AI summary The CA's consultant, Theodore Love, recommends updating avoided costs to align with current legislation and the Integrated Resource Plan (IRP), involving stakeholder processes. NS Power will collaborate with E1 and DMSAG for future DSM plans, ensuring alignment with updated costs and IRP scenarios.

1.2.2 OBJECTIVES OF THE 2023-2025 DSM RESOURCE PLAN - There are three main objectives of the Settlement Plan: - 1. deliver cost-effective demand side resources that support the successful implementation of a long- term electricity strategy...

AI summary The 2023-2025 DSM Resource Plan aims to deliver cost-effective demand-side resources aligned with climate goals and affordability, ensure equitable access to services, and promote transparent, collaborative planning with stakeholder input.

2.1 STAKEHOLDER ENGAGEMENT IN THE DEVELOPMENT PROCESS In developing the Settlement Plan, E1 leveraged lessons learned from the 2020-2022 DSM Plan to enhance the development process and demonstrate responsiveness to stakeholder feedback. Wh...

AI summary E1 developed the Settlement Plan by incorporating stakeholder feedback from the 2020-2022 DSM Plan process, aiming to engage stakeholders earlier and more meaningfully. This included early modelling results, technical sessions, one-on-one meetings, and written feedback opportunities to ensure transparency and responsiveness.

2.1.1 DSM ADVISORY GROUP STAKEHOLDER ENGAGEMENT E1's engagement process sought to provide an accessible, equitable and affordable plan that was responsive to the current planning landscape. As illustrated in [Figure 3,](#page-37-1) below,...

AI summary E1's DSM Advisory Group engagement process aimed to create an accessible and equitable plan aligned with NS Power's Settlement Plan, involving multiple stakeholders including the Consumer Advocate, Small Business Advocate, and various organizations and government bodies.

3 Table 2: DSMAG Stakeholder Engagement Timelines in the 2023-2025 Settlement Plan Development First Quarter of 2021 DSMAG Session: Updated DSM Portfolio Scenarios & Initial Model Results October 5 Updated DSM Portfolio Scenarios & Initial...

AI summary The document outlines stakeholder engagement timelines for the 2023-2025 Settlement Plan Development, including DSMAG sessions, comment periods, and one-on-one meetings with stakeholders such as NS Power and CA.

- 3 E1 conducted stakeholder engagement on the 2023-2025 DSM Plan with a variety of other external 4 stakeholder groups, illustrated in [Figure 4,](#page-40-2) below. - 5 - 6 Figure 4: Other Stakeholder Groups that E1 engaged in the DSM Pl...

AI summary E1 conducted stakeholder engagement on the 2023-2025 DSM Plan with various external stakeholder groups, as illustrated in Figure 4.

2.3.3.3 PHASE 3 – ESTIMATION OF PARTICIPATION - Participation estimates for energy efficiency were initially informed by near-term forecasts of 2021 - participation expectations, as part of E1's current state analysis, which provided an in...

AI summary Phase 3 involves estimating participation in energy efficiency programs. Initial estimates were based on 2021 forecasts and E1's current state analysis, with new initiatives designed to meet the Settlement Plan's low-income investment targets. Participation was refined through stakeholder and internal reviews, with input from E1's internal SMEs.

7.2.3.4 GREEN SCHOOLS NOVA SCOTIA & POST- SECONDARY EDUCATION - The Green Schools Nova Scotia initiative has formed part of E1's Enabling Strategies since 2016. The - initiative engages over 25,000 students across 340 schools each year to...

AI summary The Green Schools Nova Scotia initiative, part of E1's Enabling Strategies since 2016, engages over 25,000 students annually across 340 schools to promote energy efficiency. It includes partnerships with post-secondary institutions and activities like educational resources, field trips, and co-op placements to foster energy efficiency careers.

7.4.1 OBJECTIVES - Investments in E1's Other Enabling Strategies: - support the evolution of DSM programs and future DSM Resource Plans via research and development initiatives; - ensure the cohesive oversight, development, and reporting o...

AI summary The objectives outlined focus on supporting the evolution of DSM programs and future DSM Resource Plans through research and development, ensuring cohesive oversight and reporting of regulatory filings, and improving stakeholder engagement through consultations and relationship management.

7.4.2 OVERVIEW - Other Enabling Strategies for 2023-2025 is comprised of Regulatory Affairs activities, which include the - following activities: - NSUARB processes, such as DSM Plan development and reporting; - DSM Advisory Group initiati...

AI summary The section outlines the activities under Other Enabling Strategies for 2023-2025, including NSUARB processes, DSM Plan development, stakeholder consultation, industry research, and legal work related to regulatory initiatives. Table 62 summarizes the three-year investment and focus areas for this component.

Table 62: Three-Year Summary of the Other Enabling Strategies Component of Enabling Strategies Annual Plan Investment ($M) 2023 Total 0.9 2024 Total 1.6 2025 Total 1.6 DSM Plan Development & Reporting: development of cyclical DSM Resource...

AI summary This section outlines the three-year investment plan for the Other Enabling Strategies Component of Enabling Strategies, focusing on DSM Plan Development & Reporting, Stakeholder Engagement, and Other Regulatory Initiatives. It highlights activities such as the development of cyclical DSM Resource Plans, engagement with the DSM Advisory Group, and monitoring of regulatory environments.

2. DEVELOPMENT APPROACH & DETAILS The Settlement Plan was developed for the purpose of delivering cost-effective energy and system-peak demand savings to Nova Scotia electricity ratepayers for the three-year plan period. E1 used a multi-ph...

AI summary The Settlement Plan was developed using a multi-phase process to achieve cost-effective energy and demand savings for Nova Scotia ratepayers. E1, with consultant Guidehouse, worked through phases including Discovery, Scenario Development, Modelling, Review & Refine, and Application, incorporating feedback from stakeholders and aligning with the NSUARB-approved balanced plan approach.

2.1 STAKEHOLDER ENGAGEMENT IN THE DEVELOPMENT PROCESS In developing the Settlement Plan, E1 leveraged lessons learned from the 2020-2022 DSM Plan to enhance the development process and demonstrate responsiveness to stakeholder feedback. Wh...

AI summary E1, Nova Scotia Power, improved stakeholder engagement in the Settlement Plan development by learning from the 2020-2022 DSM Plan process. Stakeholders wanted earlier engagement, especially regarding DSM scenarios and modelling. E1 used enhanced materials, technical sessions, meetings, and feedback opportunities to ensure transparency and incorporate stakeholder expertise.

2.1.1 DSM ADVISORY GROUP STAKEHOLDER ENGAGEMENT E1's engagement process sought to provide an accessible, equitable and affordable plan that was responsive to the current planning landscape. As illustrated in [Figure 3,](#page-88-1) below,...

AI summary E1's engagement process for the DSMAG aimed to create an accessible and equitable plan aligned with NS Power on the Settlement Plan. The DSMAG includes various stakeholders such as the Consumer Advocate, Small Business Advocate, NS Power, and other organizations.

7.2.3.4 GREEN SCHOOLS NOVA SCOTIA & POST- SECONDARY EDUCATION - The Green Schools Nova Scotia initiative has formed part of E1's Enabling Strategies since 2016. The - initiative engages over 25,000 students across 340 schools each year to...

AI summary The Green Schools Nova Scotia initiative, part of E1's Enabling Strategies since 2016, engages students and promotes energy efficiency in education. Partnerships with universities and activities like educational resources, field trips, and internships aim to foster energy efficiency careers and increase participation in diverse communities.

7.4.2 OVERVIEW - Other Enabling Strategies for 2023-2025 is comprised of Regulatory Affairs activities, which include the - following activities: - NSUARB processes, such as DSM Plan development and reporting; - DSM Advisory Group initiati...

AI summary The section outlines the activities under Other Enabling Strategies for 2023-2025, focusing on regulatory affairs, including DSM Plan development, stakeholder consultation, industry research, and legal work. Table 62 summarizes the three-year investment and focus areas for this component.

Table 62: Three-Year Summary of the Other Enabling Strategies Component of Enabling Strategies Annual Plan Investment ($M) 2023 Total 0.9 2024 Total 1.6 2025 Total 1.6 DSM Plan Development & Reporting: development of cyclical DSM Resource...

AI summary Table 62 outlines the three-year investment summary for the Other Enabling Strategies Component of Enabling Strategies, including activities related to DSM Plan Development, Stakeholder Engagement, and Other Regulatory Initiatives. It highlights investments in 2023, 2024, and 2025, as well as key areas of focus such as DSM Advisory Group sessions and regulatory research.

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

AI summary EfficiencyOne is required to provide quarterly and annual reports to the UARB and NSPI, detailing progress under the EECA, financial statements, and evaluations. The agreement emphasizes the importance of regular coordination meetings between EfficiencyOne and NSPI to ensure effective planning and alignment with the EECA.

2.1 STAKEHOLDER ENGAGEMENT IN THE DEVELOPMENT PROCESS In developing the Settlement Plan, E1 leveraged lessons learned from the 2020-2022 DSM Plan to enhance the development process and demonstrate responsiveness to stakeholder feedback. Wh...

AI summary E1 improved stakeholder engagement in the Settlement Plan development by incorporating feedback from the 2020-2022 DSM Plan process. This included early engagement with the DSMAG, providing advance materials, conducting technical sessions, and collecting feedback through surveys and meetings with various stakeholders to ensure transparency and responsiveness.

2.1.1 DSM ADVISORY GROUP STAKEHOLDER ENGAGEMENT E1's engagement process sought to provide an accessible, equitable and affordable plan that was responsive to the current planning landscape. As illustrated in [Figure 3,](#page-59-1) below,...

AI summary E1's engagement process for the DSM Advisory Group aimed to create an accessible and equitable plan aligned with NS Power's Settlement Plan. The group includes various stakeholders such as the Consumer Advocate, NS Power, and the Province of Nova Scotia, among others.

2 2.1.2 OTHER EXTERNAL STAKEHOLDER ENGAGEMENT - 3 E1 conducted stakeholder engagement on the 2023-2025 DSM Plan with a variety of other external 4 stakeholder groups, illustrated in [Figure 4,](#page-62-2) below. - 6 Figure 4: Other Stakeh...

AI summary E1 conducted stakeholder engagement on the 2023-2025 DSM Plan with various external groups, as illustrated in Figure 4. The engagement involved multiple stakeholders beyond those previously mentioned.

STRATEGIC THEMES The 2020 IRP Reference Plan – demand side resources are planned in support of the successful implementation of a long-term electricity strategy for delivery of safe, reliable, affordable, and clean electricity that is in t...

AI summary The 2020 Integrated Resource Plan (IRP) emphasizes demand-side management (DSM) as a key strategy for achieving safe, reliable, and affordable electricity. It aligns with provincial climate goals and is informed by past decisions, stakeholder input, and market trends. The Settlement Plan aims to increase utility avoided costs and is based on energy efficiency and demand response savings identified in the Reference Plan.

7 Table 60: Three-Year Summary of the Education & Outreach Component of Enabling Strategies Annual Plan Investment ($M) 2023 Total 1.4 2024 Total 1.5 2025 Total 1.5 Community Outreach & Education: activities aimed at increasing public awar...

AI summary The document outlines a three-year investment plan for the Education & Outreach Component of Enabling Strategies, with annual investments of $1.4M, $1.5M, and $1.5M for 2023, 2024, and 2025, respectively. The plan includes initiatives such as community outreach, support for diverse communities, partnership development, education in post-secondary institutions, and market transformation in the residential sector.

7.4.1 OBJECTIVES - Investments in E1's Other Enabling Strategies: - support the evolution of DSM programs and future DSM Resource Plans via research and development initiatives; - ensure the cohesive oversight, development, and reporting o...

AI summary This section outlines the objectives related to investments in E1's Other Enabling Strategies, focusing on supporting the development of DSM programs, ensuring cohesive oversight of regulatory filings, and improving stakeholder engagement through relationship management and consultations.

7.4.2 OVERVIEW - Other Enabling Strategies for 2023-2025 is comprised of Regulatory Affairs activities, which include the - following activities: - NSUARB processes, such as DSM Plan development and reporting; - DSM Advisory Group initiati...

AI summary The section outlines the activities under Other Enabling Strategies for 2023-2025, which include NSUARB processes, DSM Plan development, stakeholder consultation, industry research, and legal work related to regulatory initiatives. Table 62 summarizes the three-year investment and focus areas for this component.

7.4.3.3 OTHER REGULATORY INITIATIVES - Other regulatory initiatives include NSUARB processes, not directly tied to DSM Plan development or - reporting, such as industry research and jurisdictional scans, and legal work related to regulator...

AI summary This section outlines other regulatory initiatives by E1, including engagement with other jurisdictions, research on new regulatory areas, and support for NSUARB processes. These activities aim to improve DSM planning and administration, and prepare for increased regulatory complexity in the electricity system.

2.1 Settlement DSM Plan [15] E1 developed its Settlement Plan over the course of a stakeholder engagement process. This helped to ensure that all ratepayer classes were given the opportunity to participate and provide meaningful input into...

AI summary E1 developed a Settlement DSM Plan through stakeholder engagement, aiming to deliver cost-effective energy savings. The plan includes 356 measures, 14 energy efficiency programs, and 2 demand response components, targeting 412.7 GWh of energy savings and 96.7 MW of peak demand reduction. It reflects stakeholder feedback and incorporates E1's market expertise.

enced DSM administrator and franchise holder that is statutorily empowered to provide reasonably available DSM programs within this province." In determining the amount of this investment, E1 said it: ...has listened to stakeholders and ad...

AI summary E1 submitted that investing in low-income and underserved communities through DSM programs is aligned with stakeholders, emphasizing barrier removal and program expansion. They argue that the DSM Administrator's role includes implementing these initiatives, as per their plan.

4.5.2.1 Findings [125] As discussed already in this decision, the Board is satisfied with the balance achieved by E1 in its proposed Settlement Plan and finds it reasonable and in the best interests of NS Power's customers. [126] In Matter...

AI summary The Board approves E1's Settlement Plan, finding it reasonable for NS Power customers. It supports TRC testing at the program level over measure level, allowing E1 to consider future market developments and deliver equitable DSM services. While agreeing with E1 on strategic benefits of some measures, the Board requires specific justification for TRC-failing measures in future applications.

4.10 DSM Advisory Group [177] As a result of the Consensus Agreement approved by the Board for the 2020-2022 DSM Plan, revised Terms of Reference for the DSMAG were developed. This was intended to reinvigorate the then-existing DSMAG. By S...

AI summary The DSM Advisory Group (DSMAG) was restructured under the 2020-2022 DSM Plan Consensus Agreement to enhance stakeholder engagement. E1 and NS Power aligned on the Settlement Plan, but disagreements arose regarding stakeholder input and investment allocation. E1 emphasized transparent engagement, while Mr. Athas argued against binding investment splits. Disputes were noted between SBA, the Industrial Group, and E1 over DSMAG's role and issue-raising processes.

[197] E1 is directed as follows: - (a) to provide detailed plans and processes for each of its research initiatives prior to proceeding with significant expenditures, to be documented and fully discussed with members of the DSM Advisory Gr...

AI summary E1 is directed to implement multiple compliance measures, including detailed planning for research, collaboration with NS Power and DSMAG, revising TRC/PAC calculations, developing cost-effectiveness methodologies, and reporting on demand response progress. The Board mandates a compliance filing by September 20, 2022, with comments due by October 4, 2022. An Order will be issued pending compliance.

James R. Gogan Direct Dial: (902) 563-5920 E-Mail: [email protected] March 4, 2022 File No. 41736-149 Nova Scotia Utility and Review Board 3rd Floor, 1601 Lower Water Street Halifax, Nova Scotia B3J 3S3 Attention: Crystal Henwood, Reg...

AI summary EfficiencyOne requests an extension to March 14, 2022, to finalize updates to its 2023-2025 DSM Plan modelling, following alignment with stakeholders including NS Power. The Board previously approved an initial extension to March 4, 2022, after EOne sought to limit contentious issues in the application.

omplete this remodeling is one week. Accordingly, E1 is requesting that the filing date for the 2023 – 2025 DSM Plan Application be extended to March 14, 2022 to allow for the completion of this work. In light of the level of agreement rea...

AI summary EOne requests an extension to March 14, 2022, for filing the 2023–2025 DSM Plan Application, citing time needed for remodeling. They propose a paper process with potential oral hearing if requested, supported by NS Power, Consumer Advocate, Small Business Advocate, and Industrial Group representatives to reduce regulatory burden.

n is approved by the Board; - (b) Describe the EECA that the franchise holder will provide to NSPI; and - (c) Identify the amount that NS Power will pay to the franchise holder for the supply of EECA. Included in the Plan is funding for a...

AI summary The 2023-2025 DSM Plan includes a Demand Response initiative adding 17.9 MW of capacity by 2025, contributing to 96.7 MW of peak demand savings. EfficiencyOne collaborates with NS Power and stakeholders via the DSMAG, proposing DR as a Performance Indicator. The Plan targets 412.7 GWh energy savings with $173M investment, enhancing existing programs and removing participation barriers.

ogram participation. The Plan proposes energy savings of 412.7 GWh, and peak demand savings of 96.7 MW, with total three-year investment of $173 million. The 2023-2025 Plan was developed based upon: - EfficiencyOne's experience as DSM Admi...

AI summary EfficiencyOne's 2023-2025 Plan targets 412.7 GWh energy savings and 96.7 MW peak demand savings over three years with $173 million investment. The plan considers EfficiencyOne's experience, market conditions, environmental legislation, NS Power's IRP, and stakeholder feedback. Quarterly reporting on performance indicators, including energy savings, demand response, and customer satisfaction, will be conducted per Schedule C of the Supply Agreement.

ass); - Customer satisfaction; and - Reporting on low-income program participation, expenditures, and savings through a variety of methods, including estimation based on geographic census information. In past DSM proceedings, EfficiencyOne...

AI summary EfficiencyOne requests continued review of its DSM filings through the DSM Advisory Group rather than including them in the regulatory proceeding. The Board previously directed stakeholder review via the DSMAG, which has been effective. EfficiencyOne also notes the Board's consideration of a paper process due to alignment with NS Power and rate class representatives.

SMALL·BUSINESS ADVOCATE TAKE NOTICE that the Small Business Advocate hereby Intervenes in this proceeding in accordance with the regulations. The Small Business Advocate represents 3 classes of sm~l business (namely 10, 11, and 21 - small...

AI summary The Small Business Advocate intervenes in a regulatory proceeding on behalf of three small business classes (10, 11, 21). They represent general and small industrial businesses affected by the application. Contact details for E.A. Nelson Blackburn, Q.C., are provided.

Page 2 DATED at Bedford, Nova Scotia, this 18th day of March, 2022 Melissa MacAdam, for E.A. Nelson Blackburn, Q.C. Small Business Advocate TO: Clerk of the Nova Scotia Utility and Review Board 3 rd Floor Summit Place 1601 Lower Water Stre...

AI summary A letter dated March 18, 2022, from Melissa MacAdam representing E.A. Nelson Blackburn, Q.C., the Small Business Advocate, addressed to the Nova Scotia Utility and Review Board. The document is part of a regulatory proceeding, though specific claims are not detailed.

MI'KMAQ RIGHTS INITIATIVE AND THE ASSEMBLY OF NOVA SCOTIA MI'KMAW CHIEFS (ANSMC) 1. The Kwilmu'kw Maw-Klusuaqn Negotiation Office (KMKNO) is an incorporated entity under the Societies Act, R.S.N.S. 1989, c.435. It is mandated to support th...

AI summary The Mi'kmaq Rights Initiative involves KMKNO and ANSMC, which support the Mi'kmaw Nation's title claims in Nova Scotia and advocate for energy efficiency. They endorse EfficiencyOne's Demand Side Management Plan, emphasizing climate change mitigation and Mi'kmaw economic opportunities.

olycorp.co>; [email protected] Cc: Alexandra Pavlidis ; Alice Napoleon ; April Lanthier ; Blake Williams

AI summary The text includes contact information for stakeholders in a Nova Scotia regulatory proceeding involving POLYCORP Group of Companies, including representatives from IPOANS, Nova Scotia Power, and other organizations.

Peter Polley [[email protected]](mailto:[email protected]) Document Number: 292898 KWILMU'KW MAW-KLUSUAQN NEGOTIATION OFFICE (KMKNO) AKA MI'KMAQ RIGHTS INITIATIVE and THE ASSEMBLY OF NOVA SCOTIA MI'KMAQ CHIEFS (ANSMC) 75 Treaty Trail Millb...

AI summary A regulatory proceeding document listing participants including Indigenous groups, municipal utilities, and government agencies. Key entities include the Mi'kmaq Rights Initiative, Membertou First Nation, Municipal Utilities (MUNIS), and the Nova Scotia Department of Natural Resources and Renewables (NRR), with legal counsel from McInnes Cooper.

in the 2023-2025 Plan? Which programs are designed to achieve early replacement? If E1 1 2 proposes to change the emphasis on early retirement from the 2020-2022 programs, please describe how. 21 22 Request IR-16: Please provide any agreem...

AI summary The text includes questions about program changes in the 2023-2025 Plan, data access agreements, participant selection criteria for the Mi'kmaw Home Energy Efficiency Project, and potential conflicts of interest in program implementation. It also asks about communication methods with the EPP network.

NON-CONFIDENTIAL INFORMATION REQUESTS To: E1 James R. Gogan EfficiencyOne Counsel From: The Municipal Utilities Responses Due: April 29, 2022 Contact Person: James MacDuff McInnes Cooper P.O. Box 730 Purdy's Wharf Tower II 1300 – 1969 Uppe...

AI summary Municipal Utilities request non-confidential information from E1 regarding stakeholder engagement processes for the Settlement Plan, citing evidence and Appendix A's timelines. They seek details on how stakeholder input influenced the plan's development and its cost-effectiveness for ratepayers.

19 Questions: 21 (a) E1 refers to its Application as a "Settlement Plan". Please confirm that no Settlement 22 Agreement has been signed in relation to E1's Application with any party that would 23 preclude stakeholders from raising any is...

AI summary The document outlines 19 questions regarding E1's Settlement Plan, stakeholder input, changes to DSM scenarios post-NS Power's rate application, and meetings with municipal utilities. It seeks confirmation of no preclusive agreements, details on stakeholder input incorporation, DSM scenario modifications, and meeting minutes. References include carbon cost calculations using the Federal Carbon Pollution Pricing Benchmark.

uld ensure funds are effectively spend and that actual benefits of energy efficiency can be realized by low-income sectors - without negatively impacting the TRC test and funds spent in other sectors. The SBA and Mr. Athas also concur with...

AI summary The SBA and Mr. Athas support El's DSM plan but emphasize flexibility in fund allocation to prioritize low-income sectors without compromising TRC. They endorse the Guiding Principles and Framework but note they are non-binding. They stress that stakeholder silence doesn't imply approval and recommend adopting Mr. Athas' recommendations.

1 1. EXECUTIVE SUMMARY - 2 On March 11, 2022, EfficiencyOne ("E1") filed its Application for approval of its 2023-2025 Demand Side - 3 Management Resource Plan ("DSM Plan") and Supply Agreement with Nova Scotia Power Incorporated - 4 ("NS...

AI summary EfficiencyOne (E1) filed a 2023-2025 Demand Side Management (DSM) Plan with NS Power, supported by stakeholders. The plan, developed through extensive engagement, achieved consensus on energy savings and investment levels. The NSUARB approved a paper process, with evidence submissions and rebuttals filed by parties. The plan aims to deliver affordable, equitable DSM services aligned with climate goals.

15 2. STAKEHOLDER ENGAGEMENT 11 14 22 - 16 The proposed 2023-2025 DSM Plan, referred to throughout this regulatory proceeding as the "Settlement 17 Plan," was developed over the course of a comprehensive and transparent stakeholder process...

AI summary The 2023-2025 DSM Plan, termed the 'Settlement Plan,' was developed through stakeholder engagement involving all ratepayer classes. Stakeholders received plan scenarios, technical analyses, and input opportunities, which informed the plan's development. E1 collaborated with DSMAG to align with NS Power on the Settlement Plan.

3. STAKEHOLDER SUPPORT The engagement process resulted in a high degree of alignment and stakeholder support of the Settlement Plan. Evidence filed by stakeholders indicates that this process was beneficial in ensuring that all rate class...

AI summary The Settlement Plan received broad stakeholder support, with evidence showing alignment across rate class sectors. Key supporters include the Consumer Advocate, Membertou, Synapse Energy Economics, and others, who endorsed the proposed investment level and energy savings. Evidence from multiple stakeholders was cited in the proceeding.

1 8. E1 COMMITMENTS - 2 Some issues raised in Intervenor Evidence could be more appropriately addressed within the DSMAG - 3 setting. Moreover, the DSMAG Terms of Reference are supportive of broad discussions among its members. - 4 E1 is c...

AI summary E1 commits to reviewing cost-effectiveness testing methods and collaborating with NSP and MEUs on DSM programs. It addresses SBA concerns about investment allocation and uses the NSUARB-approved mid-course adjustment process. E1 also plans to update the NSUARB on behavioral programs and CEM initiatives.

2.1 Settlement DSM Plan [15] E1 developed its Settlement Plan over the course of a stakeholder engagement process. This helped to ensure that all ratepayer classes were given the opportunity to participate and provide meaningful input into...

AI summary E1 developed a Settlement DSM Plan through stakeholder engagement, aiming to deliver cost-effective energy savings for ratepayers. The plan includes 356 measures, 14 energy efficiency programs, and 2 demand response components, projecting 412.7 GWh of energy savings and 96.7 MW of peak demand reduction. It reflects stakeholder input and incorporates E1's market expertise.

enced DSM administrator and franchise holder that is statutorily empowered to provide reasonably available DSM programs within this province." In determining the amount of this investment, E1 said it: ...has listened to stakeholders and ad...

AI summary E1 outlines its DSM Plan prioritizing low-income and underserved communities by removing participation barriers, continuing successful programs, and expanding education. It emphasizes stakeholder alignment on investing in underserved markets and asserts that DSM Administrator implementation remains their responsibility. The submission references stakeholder engagement and policy decisions.

ther there are barriers to participation that should be addressed to ensure that all customers can equitably benefit from electricity service under a balanced DSM program at the lowest long-term cost. [107] DSM programs in this jurisdictio...

AI summary The text discusses the need to consider factors beyond cost-effectiveness in DSM programs to ensure equitable access, referencing the 2016 Consensus Agreement and the Board's decision in Re EfficiencyOne, which balanced budgets to maintain funding for under-served communities.

4.6 Demand Response [142] In its application, E1 stated: For the first time, E1 is proposing targeted Demand Response activities under its Settlement Plan. These DR activities are intended to facilitate direct electricity customer response...

AI summary E1 proposes targeted Demand Response (DR) activities in its Settlement Plan, aiming for 17.9 MW reduction over three years. The Board directs this target to be a performance target, not an indicator, requiring quarterly reporting. NS Power supports DR programs but emphasizes rate design as its responsibility. Past initiatives like the Klondike pilot are noted, with E1's role as DSM franchise holder acknowledged.

4.10 DSM Advisory Group [177] As a result of the Consensus Agreement approved by the Board for the 2020-2022 DSM Plan, revised Terms of Reference for the DSMAG were developed. This was intended to reinvigorate the then-existing DSMAG. By S...

AI summary The DSM Advisory Group (DSMAG) was restructured under the 2020-2022 DSM Plan Consensus Agreement, with revised Terms of Reference filed by September 2021. E1 and NS Power aligned on the Settlement Plan through stakeholder engagement, but disagreements arose over DSMAG's role and investment allocation. E1 claimed stakeholder feedback was limited during plan development, while Mr. Athas argued against binding investment splits.

October 18, 2022 VIA EMAIL Ms. Crystal Henwood Regulatory Affairs Officer/Clerk Nova Scotia Utility and Review Board 1601 Lower Water Street, 3rd Floor Halifax NS B3J 3S3 Dear Ms. Henwood: Re: Ml0473 - EfficiencyOne ("El") Application for...

AI summary The Small Business Advocate (SBA) reviews EfficiencyOne's (El) 2023-2025 DSM Plan, supporting El's intent to collaborate with Nova Scotia Power and stakeholders on DSM matters, including cost-effectiveness testing and avoided costs. The SBA also supports clarifying how underspend in 2023 will be addressed, as noted in comments by the Industrial Group.