Topic:"Technical Reference Manual" in M07544

Technical Reference Manual The EC reviews and proposes updates to the OEB with regards to data within the TRM. This occurs yearly. This review and update includes input assumptions to reflect the findings of the annual DSM evaluation and a...

AI summary The Evaluation Contractor (EC) annually reviews and updates the Technology Research Methodology (TRM) for the Ontario Energy Board (OEB), incorporating findings from Demand Side Management (DSM) evaluations and potentially new technologies to improve assumptions.

2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine has Residential and Commercial TRMs (Technology Research Methodology) that document energy and demand savings calculations for energy efficiency measures, along with associated technology information and assumptions.

TECHNOLOGY RESEARCH Technology research can provide both the basis for the value of the incentive investment through understanding the energy savings and it can provide insight into how often the incentive should be reviewed. It is very im...

AI summary The document outlines parameters for evaluating energy efficiency incentives, including technology penetration, costs, and energy savings. It emphasizes the importance of regular TRM updates and program evaluations to adjust incentives based on market conditions and cost-effectiveness, particularly when efficient technology penetration exceeds 50%.

Understand Financial Impacts EfficiencyOne conducts cost effectiveness testing using the TRC test. The TRC is calculated at the measure level to qualify measures, though some measures are included that do not pass the TRC test for strategi...

AI summary EfficiencyOne uses the TRC test for cost-effectiveness screening of energy efficiency measures and programs. It tracks financial impacts through program management and is implementing a new software system for better data tracking. Recommendations include improving macro-level budget understanding, setting incentive thresholds, and increasing tracking granularity.

ations in the General Principles section should be implemented to support this program. This covers both incentive level changes and introduction of new measures.  The energy savings assumptions validation should be expanded as required b...

AI summary The text discusses the need to implement changes in the General Principles section to support the Instant Savings Program, including updates to energy savings assumptions and annual reviews for LED technology in residential and commercial sectors due to expected rapid increases in LED penetration.

Technical Reference Manual The EC reviews and proposes updates to the OEB with regards to data within the TRM. This occurs yearly. This review and update includes input assumptions to reflect the findings of the annual DSM evaluation and a...

AI summary The Evaluation Contractor (EC) annually reviews and updates the Technical Reference Manual (TRM) for the Ontario Energy Board (OEB), incorporating findings from annual Demand Side Management (DSM) evaluations, audits, and new technologies to refine assumptions and improve accuracy.

APPENDIX A: MEASURE DEVELOPMENT PROCESS

AI summary Appendix A outlines the Measure Development Process for energy efficiency programs in Nova Scotia, involving the Demand Side Management Advisory Group (DSMAG) and Efficiency Nova Scotia (ENS). It references the Technical Reference Manual (TRM) and Energy Efficiency Resource Assessment Model (EERAM), incorporating inputs from the American Council for an Energy-Efficient Economy (ACEEE) and Massachusetts Technical Advisory Committee (MTAC). The process evaluates program costs and benefits, aligning with regulatory frameworks.

2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine has developed Residential and Commercial Technical Reference Manuals (TRMs) to document energy and demand savings calculations for energy efficiency measures, including associated technology information and assumptions.

NATIONAL GRID – UTILITY OVERVIEW

AI summary The document provides an overview of National Grid's utility operations, referencing regulatory bodies, energy efficiency programs, and technical standards relevant to Nova Scotia. Key entities include Nova Scotia Utility and Review Board (UARB), Demand Side Management (DSM), and Efficiency Nova Scotia (EN). Topics focus on utility regulation and energy efficiency initiatives.

Research and Engagement Phase calculation of measures and operates as a common point of reference for the methods, formulas, assumptions and sources used. The Commission of Con Ed New York's market approves of technical manuals to provide...

AI summary The text discusses the importance of technical manuals in providing a uniform approach to estimating energy and demand savings for measures, referencing the Commission of Con Ed New York's approval of such methods.

SUMMARY OF RECOMMENDATIONS - 1. It is recommended that EfficiencyOne consider all of the general principles for incorporation into an incentive setting process. - CLEAResult has provided a documented, incentive setting process (that incorp...

AI summary Recommendations include adopting a documented incentive-setting process for EfficiencyOne, updating technology assumptions, implementing a TRM approach, developing a consolidated calculator, and conducting financial simulations of current incentives. CLEAResult's process and TRM metrics are highlighted as key tools.

Technical Reference Manual The EC reviews and proposes updates to the OEB with regards to data within the TRM. This occurs yearly. This review and update includes input assumptions to reflect the findings of the annual DSM evaluation and a...

AI summary The Evaluation Contractor (EC) annually reviews and updates the Technical Reference Manual (TRM) for the Ontario Energy Board (OEB), incorporating findings from the annual Demand Side Management (DSM) evaluation and audit. Additional research may be required to integrate new technologies and refine assumptions.

NYSERDA ENERGY EFFICIENCY PROGRAM INCENTIVE AND COST EFFECTIVENESS POLICY

AI summary The document outlines NYSERDA's Energy Efficiency Program Incentive and Cost Effectiveness Policy, focusing on evaluating energy efficiency initiatives through cost-effectiveness criteria, program administration, and technical reference methodologies.

Efficiency Vermont is responsible for achieving ―all reasonable available, cost effective energy efficiency‖ within the provided budget. The PSB conducts an annual savings verification process to compare achievement against the initial pla...

AI summary Efficiency Vermont is tasked with achieving cost-effective energy efficiency within its budget, verified annually by the PSB. The Technical Reference Manual (TRM) outlines methods for calculating energy savings, including deemed and calculation-based approaches. An audit from 2015 showed a Societal Cost Test (SCT) of 2.66 and a Program Administrator Cost (PAC) test of 3.05, aligning with 2015-2017 targets, though the latter period is more aggressive.

2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine maintains Residential and Commercial Technical Reference Manuals (TRMs) to document energy and demand savings calculations for energy efficiency measures, including associated technology information and assumptions.

M07544 EfficiencyOne Incentive Setting Methodology (E-ENS-R-16) Further to the Board's letter of April 6, 2017 regarding the EfficiencyOne ("E1") Revised Incentive Setting Methodology report, participant comments were received on April 27,...

AI summary The Nova Scotia Utility and Regulatory Authority (NSURA) reviews EfficiencyOne's (E1) Incentive Setting Methodology report, incorporating stakeholder feedback. Key developments include a Consolidated Calculator for evaluating incentives, a Technical Reference Manual (TRM), and clarification on cost thresholds. The Board accepts E1's report and implementation plan, noting collaboration with stakeholders.

Other Incentives EfficiencyOne agrees with NS Power that sources of other incentives should be documented in the Technical Reference Manual, and be considered when designing or reviewing incentive levels. EfficiencyOne will clarify this is...

AI summary EfficiencyOne agrees with NS Power that sources of other incentives should be documented in the Technical Reference Manual and considered when designing or reviewing incentive levels. EfficiencyOne will clarify this in its Action Plan if the Board approves.

Deliverable Original Timeframe for Completion New Timeframe for Completion Q3 Update to UARB on Financial Expectations re: Incentive Research November 30, 2016 No change required Residential LED Market Penetration Research December 31, 201...

AI summary The document outlines updates to deliverables and timeframes for various projects related to incentive research, market penetration, and technical reference manuals. Some deliverables have their completion dates adjusted, while others remain unchanged.

2) Technology Research The key to the technology research is understanding a product or service's energy savings, price and market penetration. These three elements provide key insight into understanding options for the program design, and...

AI summary Technology research focuses on evaluating energy savings, price, and market penetration of products/services. These factors inform program design and incentive levels, with a Technical Reference Manual (TRM) serving as a key tool for documenting and updating data.

Technology Research Technology research is essential when identifying participant perceived value as well as completing other analysis associated with incentive setting. The three forecasts that need to be developed are: - Market price; -...

AI summary Technology research is crucial for setting incentives, requiring analysis of market price, technology penetration, and performance. Factors like capital costs, labor, and maintenance are considered, alongside technology evolution. This data informs cost-effectiveness calculations and is integral to updating the Technical Reference Manual (TRM), which contains measure assumptions for energy consumption baselines and cost analyses.

SUMMARY OF RECOMMENDATIONS - 1. It is recommended that EfficiencyOne consider all of the general principles for incorporation into an incentive setting process. - CLEAResult has provided a documented, incentive setting process (that incorp...

AI summary The summary outlines recommendations for EfficiencyOne to adopt a structured incentive setting process, including leveraging CLEAResult's methodology, updating technology assumptions through research, implementing a TRM approach, developing a consolidated calculator, and conducting program financial simulations to evaluate current incentive levels.

TECHNOLOGY RESEARCH Technology research can provide both the basis for the value of the incentive investment through understanding the energy savings and it can provide insight into how often the incentive should be reviewed. It is very im...

AI summary Technology research is critical for evaluating energy efficiency incentives by analyzing parameters like technology penetration, costs, and savings. Parameters include technology details, market forecasts, and financial metrics. High efficient technology penetration (>50%) may warrant reducing incentives. The TRM process and Program Evaluations enable annual updates to these parameters.

Understand Technology Savings, Price and Market Penetration EfficiencyOne currently understands technology savings, price and market penetration through three different avenues: 1. Annual review through program evaluation process; 2. Speci...

AI summary EfficiencyOne collects technology savings, price, and market penetration information through program evaluation, specialized research, and program delivery. It is recommended that EfficiencyOne continue current activities and introduce a formal measures assumption validation process, similar to a TRM, with periodic updates and expert review.

Technical Reference Manual The EC reviews and proposes updates to the OEB with regards to data within the TRM. This occurs yearly. This review and update includes input assumptions to reflect the findings of the annual DSM evaluation and a...

AI summary The Evaluation Contractor (EC) annually reviews and updates the Technical Reference Manual (TRM) for the Ontario Energy Board (OEB), incorporating findings from the annual Demand Side Management (DSM) evaluation and audit, as well as new technologies and improved assumptions.

1. Measure Library Section (from TRM process recommendation in report) This section should include the details of each measure in the portfolio, or measures being considered. - Efficient Technology Name; - Efficient Technology Description;...

AI summary The Measure Library Section outlines required data points for evaluating energy efficiency measures, including technology details, cost estimates, penetration forecasts, and program parameters. It emphasizes quantifying energy savings, cost-effectiveness, and program-specific thresholds for incentive eligibility.

Technology Research Technology research is essential when identifying participant perceived value as well as completing other analysis associated with incentive setting. The three forecasts that need to be developed are: - Market price; -...

AI summary Technology research is crucial for determining participant value and incentive strategies. Key factors include market price, technology penetration, and performance, with considerations of pricing, costs, and long-term technology evolution. Analysis informs energy consumption baselines and updates to the Technical Reference Manual (TRM).

FINDINGS AND IDENTIFIED BEST PRACTICES Our jurisdictional research has shown that the majority of jurisdictions employ similar methodologies and approaches to setting incentives. All of the jurisdictions have broad program design, TRM and/...

AI summary The document outlines findings and best practices for setting energy efficiency incentives, noting that most jurisdictions use similar methodologies. While there is no single consolidated process, general frameworks and best practices are identified, with a focus on detailed nuances rather than high-level steps already performed by EfficiencyOne.

Figure 7: Identified Incentive Setting Best Practices Methodology Research and Engagement Phase Technology Research This research is conducted with the goal of understanding the savings opportunity for the technology, and to establish a ra...

AI summary Figure 7 outlines a methodology for identifying best practices in incentive setting, emphasizing the importance of technology research and benchmarking. It highlights the role of technical reference manuals (TRMs) and similar documents in providing standardized methods for calculating energy and demand savings across jurisdictions.

SUMMARY OF RECOMMENDATIONS - 1. It is recommended that EfficiencyOne consider all of the general principles for incorporation into an incentive setting process. - CLEAResult has provided a documented, incentive setting process (that incorp...

AI summary The summary recommends EfficiencyOne adopt CLEAResult's documented incentive-setting process, update technology assumptions through research, implement a TRM approach, develop a consolidated calculator for analysis, and conduct financial simulations of current incentives. Key focus areas include energy efficiency measures, program design, and cost-effectiveness metrics.

TECHNOLOGY RESEARCH Technology research can provide both the basis for the value of the incentive investment through understanding the energy savings and it can provide insight into how often the incentive should be reviewed. It is very im...

AI summary The document outlines parameters for technology research in energy efficiency, including technology details, costs, and penetration estimates. It emphasizes the importance of reviewing these parameters to adjust incentives, suggesting that high penetration (over 50%) may warrant reducing or eliminating incentives. The TRM process and Program Evaluations are used to update this information annually or bi-annually.

Technical Reference Manual The EC reviews and proposes updates to the OEB with regards to data within the TRM. This occurs yearly. This review and update includes input assumptions to reflect the findings of the annual DSM evaluation and a...

AI summary The Evaluation Contractor (EC) annually reviews and updates the Technical Reference Manual (TRM) for the Ontario Energy Board (OEB), incorporating findings from the annual Demand Side Management (DSM) evaluation and audit. Updates may involve researching new technologies and refining assumptions.

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AI summary The text discusses existing main programs related to energy strategy and management, focusing on initiatives for customer energy efficiency, performance measurement, and incentives for energy conservation. It outlines the roles of various entities and mentions evaluation processes and technical references.

2. Technical Reference Manual Efficiency Maine has Residential TRMs and Commercial TRMs. These are documentation for energy and demand savings calculations of energy efficiency measures along with all the typically associated technology in...

AI summary Efficiency Maine maintains Residential and Commercial Technical Reference Manuals (TRMs) that document energy and demand savings calculations for energy efficiency measures, including associated technology information and assumptions.

M07544 EfficiencyOne Incentive Setting Methodology (E-ENS-R-16) Further to the Board's letter of April 6, 2017 regarding the EfficiencyOne ("E1") Revised Incentive Setting Methodology report, participant comments were received on April 27,...

AI summary The Nova Scotia Utility and Review Board considers EfficiencyOne's revised Incentive Setting Methodology, addressing stakeholder comments and incorporating amendments. Key developments include a Consolidated Calculator for evaluating incentives, a Technical Reference Manual (TRM), and Synapse's recommendation for TRM review. The Board accepts the methodology and implementation plan, emphasizing their role in funding demand-side management (DSM) programs.