Topic:"Standardized Filing" in M10473

2.3 STANDARDIZED FILING FRAMEWORK - This Application adopts the Standardized Filing Framework ("Framework"), intended to ensure consistent - content in DSM Plan filings, which was developed in consultation among E1, NS Power, and stakehold...

AI summary The Application adopts the Standardized Filing Framework, developed by E1, NS Power, and stakeholders, requiring DSM Plan filings to include alternate scenarios and align with NS Power's IRP. E1 challenges the IRP scenario's suitability due to recent legislative changes on renewable energy standards and coal retirements.

13. ALTERNATE SCENARIO - Pursuant to the Board directive, [43](#page-72-2) E1 is required to file one or more alternate scenarios (the "Alternate - Scenario") in addition to its Settlement Plan filing. - In the stakeholder engagement proce...

AI summary E1 is required to file an Alternate Scenario as part of its Settlement Plan filing, in compliance with the Board's directive. This scenario includes a fully costed DSM approach, influenced by stakeholder engagement and legislative changes that accelerated fossil fuel electricity production shutdowns.

2.2.2 PORTFOLIO-WIDE ASSUMPTIONS & DESIGN OBJECTIVES - E1's key global assumptions and design objectives for all modelled scenarios align with both the Plan's - Guiding Principles and the Standardized Filing Framework (SFF). Specifically,...

AI summary E1's assumptions and design objectives for the 2023-2025 DSM Plan align with the Standardized Filing Framework and Guiding Principles, emphasizing balance between energy and capacity avoidance, program delivery costs, and accessibility. The Balanced Portfolio section outlines how these principles are applied in the development of the DSM Plan scenarios.

9.2 QUARTERLY REPORTS - E1 will file quarterly reports with the NSUARB for quarters one through three of each year[43](#page-41-2) . The reports - will provide quarterly status updates and service highlights and communicate course adjustme...

AI summary E1 is required to file quarterly reports with the NSUARB, providing updates on the DSM Resource Plan, including metrics such as savings targets, mid-course adjustments, investment by rate class, sector highlights, and year-end forecasts. The reports must be filed according to specific dates outlined in a 2018 letter from the NSUARB.

9.7 PERFORMANCE METRICS - For the 2023-2025 Plan period, E1 proposes the following definitions and requirements for Performance - Targets and Thresholds as consistent with requirements outlined in the Standardized Filing Framework[45](#pag...

AI summary E1 proposes definitions and requirements for performance targets and thresholds for the 2023-2025 Plan period, aligning with the Standardized Filing Framework.

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

AI summary This section defines key terms related to performance metrics and indicators. It also discusses the revision of the Terms of Reference (TOR) for the DSMAG by E1 under the direction of the NSUARB in matter M09096, and the establishment of a Standardized Filing Framework for DSM Supply Agreements approved in M07543.

1 As described above and more fully in the Avoided Costs Brief (Appendix A, Attachment 2 of 2 E1’s 2023-2025 DSM Resource Plan), the avoided costs of energy, capacity and carbon were 3 developed based on the 2020 IRP Reference Plan (scenar...

AI summary E1's 2023-2025 DSM Resource Plan uses avoided costs based on the 2020 IRP Reference Plan. E1 is unaware if NS Power has developed 'no-DSM' scenarios for 3.1C or 3.2C from the 2020 IRP and has requested that the 2022 IRP Evergreen process include updated avoided costs and stakeholder engagement.

1) ESTABLISHMENT OF A STANDARDIZED FILING FOR FUTURE APPLICATIONS TO APPROVE A DSM SUPPLY AGREEMENT - a) The Parties agree to the establishment of a standardized filing for future applications, the substance of which will be vetted through...

AI summary The Parties agree to establish a standardized filing for future applications to approve a DSM supply agreement. The filing will include templates and analyses based on Efficiency Maine, with additional requirements such as energy savings, cost-effectiveness, and rate impact analysis, to be reviewed by the DSM Advisory Group.

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.

NON-CONFIDENTIAL Request IR-5: Currently E1 only has two Performance Targets to satisfy at the end of its 3-year plan. Those are cumulative (3-year) annual energy savings and cumulative (3-year) annual peak demand savings. As the recipient...

AI summary NS Power supports the Standardized Filing Framework for E1's DSM performance, requiring annual/quarterly reporting and NSUARB oversight if performance falls below 90% of targets. The discussion centers on evaluating E1's 3-year energy and peak demand savings targets.

2. INVESTMENT ALLOCATION Small Business Advocate In testimony on behalf of the Small Business Advocate, John Athas makes the following recommendation: "While I recognize the desire to spread dollars among the rate classes in an even manor...

AI summary John Athas, representing the Small Business Advocate, argues against binding E1's budget growth to a 50/50 residential-BNI split, advocating instead for cost-effective measures. E1's 2023-2025 DSM Plan emphasizes transparency and alignment with prior NSUARB-approved plans, guided by standardized frameworks.

2.2.2 PORTFOLIO-WIDE ASSUMPTIONS & DESIGN OBJECTIVES - E1's key global assumptions and design objectives for all modelled scenarios align with both the Plan's - Guiding Principles and the Standardized Filing Framework (SFF). Specifically,...

AI summary E1's assumptions and design objectives for the DSM Plan scenarios align with the Plan's Guiding Principles and the Standardized Filing Framework. The DSM Standards emphasize balancing energy and capacity avoidance, program delivery costs, and non-energy benefits. The Balanced Portfolio section discusses how E1 is incorporating these principles, with a focus on accessibility and equity. DR lifetime benefits are calculated assuming programs do not continue beyond 2025.

9.7 PERFORMANCE METRICS - For the 2023-2025 Plan period, E1 proposes the following definitions and requirements for Performance - Targets and Thresholds as consistent with requirements outlined in the Standardized Filing Framework[45](#pag...

AI summary The text outlines E1's revision of the Terms of Reference for the DSMAG as directed by the NSUARB in matter M09096, and the establishment of a Standardized Filing Framework for DSM Supply Agreements, approved in 2016 under matter M07543.

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 clean electricity. It highlights the role of DSM in decarbonizing Nova Scotia's economy and aligns with past NSUARB decisions and stakeholder input. The Settlement Plan aims to reduce customer revenue requirements by leveraging DSM investments identified in the Reference Plan.

2.2.2 PORTFOLIO-WIDE ASSUMPTIONS & DESIGN OBJECTIVES E1's key global assumptions and design objectives for all modelled scenarios align with both the Plan's Guiding Principles and the Standardized Filing Framework (SFF). Specifically, the...

AI summary E1's assumptions and design objectives for the 2023-2025 DSM Plan scenarios align with the Plan's Guiding Principles and the Standardized Filing Framework (SFF). The DSM Standards emphasize balancing energy and capacity avoidance, program delivery costs, and ensuring accessibility and equity in program design.

9.7 PERFORMANCE METRICS - For the 2023-2025 Plan period, E1 proposes the following definitions and requirements for Performance - Targets and Thresholds as consistent with requirements outlined in the Standardized Filing Framework[45](#pag...

AI summary E1 proposes performance metrics for the 2023-2025 Plan period, aligning with the Standardized Filing Framework. The NSUARB directed E1 to revise the DSMAG's Terms of Reference in matter M09096. A revised TOR was filed in 2020 and updated again in 2021. The Standardized Filing Framework was approved by the NSUARB in M07543.

2.2.2 PORTFOLIO-WIDE ASSUMPTIONS & DESIGN OBJECTIVES - E1's key global assumptions and design objectives for all modelled scenarios align with both the Plan's - Guiding Principles and the Standardized Filing Framework (SFF). Specifically,...

AI summary The document outlines E1's portfolio-wide assumptions and design objectives for the 2023-2025 DSM Plan, emphasizing alignment with the Plan's Guiding Principles and the Standardized Filing Framework. Key aspects include balancing energy and capacity avoidance, program delivery costs, and ensuring accessibility and equity across all market sectors.

9.7 PERFORMANCE METRICS - For the 2023-2025 Plan period, E1 proposes the following definitions and requirements for Performance - Targets and Thresholds as consistent with requirements outlined in the Standardized Filing Framework[45](#pag...

AI summary E1 revised the Terms of Reference for the DSMAG as directed by the NSUARB in matter M09096. A Standardized Filing Framework was approved in 2016 for DSM Supply Agreement applications, and an annual review of the TOR was completed in 2021.

useholds in Nova Scotia caused E1 to overshoot its goal to achieve equity and "presented a stretch Plan which is not grounded in the data, nor as efficient or costeffective as it could and should be." [91] In its rebuttal evidence, E1 note...

AI summary E1's DSM Plan was criticized for not addressing equity and affordability effectively. E1 defended its plan by emphasizing the importance of equitable program delivery and the inclusion of diverse and underserved communities. E1 highlighted that its plan balanced multiple aspects of DSM and followed the Standardized Filing Framework.

17 The Standardized Filing Framework directs that, " EfficiencyOne will produce DSM Resource Plans that balance multiple aspects of DSM for the benefit of customers … ". [12](#page-8-1) 19 Informed by the most recent Integrated Resource Pl...

AI summary The document discusses the development of a balanced and affordable Demand Side Management (DSM) Resource Plan by EfficiencyOne, aligned with the Standardized Filing Framework and informed by the Integrated Resource Plan. It also outlines how lifetime benefits for energy efficiency and demand response are calculated based on avoided costs.

useholds in Nova Scotia caused E1 to overshoot its goal to achieve equity and "presented a stretch Plan which is not grounded in the data, nor as efficient or costeffective as it could and should be." [91] In its rebuttal evidence, E1 note...

AI summary EfficiencyOne (E1) argues that following Mr. Athas' recommendations would defund or eliminate low-income and underserved market programs, which are essential for equity. E1 emphasizes that its DSM plan was developed using the Standardized Filing Framework, which includes multiple design principles, not just cost-effectiveness, and that the plan balanced investment between residential and BNI sectors without stakeholder concerns.