A. General Information

Transcription

1 Conservation First Framework LDC Tool Kit Final v2 - Janurary 23, 2015 OVERVIEW OF CDM PLAN This CDM Plan must be used by the LDC in submitting a CDM Plan to the IESO under the Energy Conservation Agreement between the LDC and the IESO The CDM Plan will consist of the information provided in this document and any additional information and supporting documents provided by the LDC to the IESO in support of this CDM Plan. Capitalized terms not otherwise defined herein have the meaning ascribed to them in the Energy Conservation Agreement as may be applicable. Complete all fields within the CDM Plan that are applicable. Where additional space is required to complete a section of the CDM Plan, please append additional pages as required. The LDC should indicate that additional information has been attached in the related question field on the CDM Plan. Please refer to the CDM Plan Submission and Review Criteria Rules for further information. A. General Information 1. CDM Plan Submission Date: (DD-Mon-YYYY) CDM Plan Version Initial Submission 29-Apr LDC INFORMATION LDC 1 LDC 2 LDC 3 LDC 4 LDC 5 LCD 6 LCD 7 LCD 8 LCD 9 LCD 10 LDC Name: Burlington Hydro Inc. Company Representative: Name: Title: Joe Saunders VP Regulatory Compliance and Asset Management Address: Phone Number (XXX-XXX-XXXX): jsaunders@burlingtonhydro.com 3. Primary Contact for CDM Plan Name: LDC Name: Title: Address: Jenna Holzschuh Burlington Hydro Inc Conservation and Regulatory Analyst jholzschuh@burlingtonhydro.com Phone Number (XXX-XXX-XXXX): x 227 Estimated Start Date of CDM Plan: (DD-Mon-YYYY) 1-Sep-2015 LDC CONFIRMATION FOR CDM PLAN Each LDC to this CDM Plan has executed the Energy Conservation Agreement. A completed Cost-Effectiveness Tool is attached and forms part of the CDM Plan. A completed Achievable Potential Tool is attached and forms part of the CDM Plan. All customer segments in each LDC's service area are served by the set out in this CDM Plan. The CDM Plan includes all electricity savings attributable to all and pilot programs that have in-service dates between Jan 1, 2015 and December 31, The CDM Plan Budget for each LDC includes all eligible funding under the full cost recovery and pay-for-performance mechanisms for under its CDM Plan. Frequency of LDC Invoicing to IESO (subsequent changes to the frequency should be notified to us by ). Quarterly COMPLETE FOR CDM PLAN AMENDMENTS ONLY Select the reason(s) for CDM Plan amendment, as per ECA. One time each calendar year of the term LDC wishes to request an adjustment to the CDM Plan Budget The amendments to a provision of the ECA or any Rules will have a material effect on the CDM Plan LDC's actual spending under CDM Plan has exceeded (or is reasonably expected to exceed) the portion of the CDM Plan Budget allocated to the current year of the term Under a joint CDM Plan, LDCs that are parties to a joint CDM Plan reallocate any portion of their respective CDM Plan Targets and CDM Plan Budgets [Reallocation not subject to IESO approval ] IESO has triggered remedies under Article 5 of the ECA LDC seeking to change its selection of the type of funding that it wishes to receive for each Program in the CDM Plan [ECA, section 4.1] Other (Please specify reason) A. General Information Page 1 of 8

2 Conservation First Framework LDC Tool Kit Final v2 - January 23, 2015 B. LDC Authorization LDC DECLARATION Please complete the declaration for each LDC that is listed in this CDM Plan. A separate page with each LDC's signed declaration should be included as part of the CDM Plan submission. LDC I represent that the information contained in this CDM Plan as it relates to the LDC is complete, true, and accurate in all respects. I acknowledge and agree to the following terms and conditions: (1) if this CDM Plan is approved by the IESO and accepted by each LDC to this CDM Plan, the CDM Plan together with any conditions to that approval is incorporated by reference into the Energy Conservation Agreement between the LDC and the IESO (2) the LDC will offer the set out in Table 2 of this CDM Plan to customers in its service area; and (3) the LDC of will implement this CDM Plan in accordance with the CDM Plan Budget. LDC's Legal Name: Company Representative: Burlington Hydro Incorporated Joe Saunders Signature I/We have the authority to bind the Corporation. Date (DD-Mon-YYYY) B. LDC Authorization Page 2 of 8

3 C. CDM Plan Summary a. Allocated LDC CDM Plan Target Indicate total CDM Plan Target allocated to LDC(s) 99,040 99,040.0 TABLE 1: SUMMARY OF CDM PORTFOLIO SAVINGS AND BUDGET CDM PLAN TOTAL LDC 1 LDC 2 LDC 3 LDC 4 LDC 5 LCD 6 LCD 7 LCD 8 LCD 9 LCD 10 b. c. CDM Plan MWh Savings Calculated as part of CDM Plan Allocated LDC CDM Plan Budget ($) Indicate total budget allocated to LDC d. Total CDM Plan Budget ($) Calculated as part of CDM Plan f. CDM Plan Cost Effectiveness Indicate annual portfolio-level Cost Effectiveness for CDM Plan as determined by LDC(s) using output from Cost-Effectiveness Tool g Plan Cost Effectiveness-Exceptions Rationale Complete this section if proposed plan does not meet minimum Cost-Effectiveness Thresholds set out in CDM Plan Submission and Review Criteria Rules. 99,040 99, $25,825,521 $25,825, $25,825,521 $25,825, Total Resource Cost (TRC) Program Administrator Cost (PAC) Levelized Cost Program Year Benefits ($) Costs ($) Ratio Benefits ($) Costs ($) Ratio ($/kwh) 2015 $4,861, $3,737, $4,086, $983, $ $8,131, $4,811, $6,956, $3,817, $ $11,310, $6,826, $9,618, $3,741, $ $14,684, $8,619, $12,505, $4,948, $ $16,542, $9,081, $14,078, $5,477, $ $14,532, $9,485, $12,308, $5,379, $0.026 CDM Plan Total $70,062,702 $42,561, $59,554,596 $24,348, $0.022

4 Residential Low-income Small business Commercial (inc. Multi-Fam) Agricultural Institutional Industrial D. CDM Plan Detailed List of, Election of Funding Mechanism, and Annual Milestones NOTES 1. CDM Plan 2. Program Name 3. Annual Budget 4. Target Gap LDC 1: Complete Table 2 for all for which will contribute towards the CDM Plan Target. Province-wide LDC Program names are found in the applicable Program Rules. Regional & local Program names should be consistent with those included in approved business cases (if applicable) and consistent throughout this CDM Plan. Include annual budgets for each Program to be allocated against the CDM Plan Budget by funding mechanism. Note: LDC Eligible Expenses incurred in 2014 for programs delivered in 2015 (and not funded as part of the Master CDM Program Agreement) should be included in 2015 Annual anticipated budget amounts. Portion of the CDM Plan Target that the LDC reasonably expects, based on qualified independent third party analysis as accepted by the IESO could only be achieved with funding in addition to the CDM Plan Budget. Burlington Hydro Inc. TABLE 2. PROGRAM AND MILESTONE SCHEDULE Program Implementation Schedule (Annual Budget & Incremental Annual Milestones by Program) Customer Segments Targeted by Program Funding Mechanism Approved Province Wide Approved Local, Regional, or Pilot Proposed Pilots or Program Start Date (DD-Mon-YYYY) Total Total CDM Plan Budget ($) Total Persisting in 2020 Full Cost Recovery Retrofit 1-Sep-2015 $ 821,909 1,973 $ 789,099 3,358 $ 1,212,048 7,039 $ 1,407,885 8,179 $ 1,517,694 9,244 $ 1,657,472 9,698 $7,406,107 39,492 Process and Systems 1-Sep-2015 $ 1,060,041 3,375 $ 1,070,856 3,375 $ 1,054,288 3,375 $ 1,062,560 3,375 $ 208, $4,456,601 13,875 High Performance New Construction 1-Sep-2015 $ 106, $ 168, $ 119, $ 117, $ - 0 $ - 0 $513,130 1,752 Audit Funding Program 1-Sep-2015 $ 44, $ 130, $ 163, $ 195, $ 163, $ 130, $827, Energy Manager Program 1-Sep-2015 $ 149,159 1,350.0 $ 156,429 1,350.0 $ 152,104 1,350.0 $ 157,424 1,350.0 $ $615,116 5,400 Monitoring and Targeting Program 1-Sep-2015 $ 135, $ 128, $ 118, $ $ $382,704 2,700 Enhanced Direct Install Lighting 1-Jan ,755 2,633 3,510 8,951 Direct Install Refrigeration 31-Jul ,999 S&M Business Social Benchmarking 1-Jan , ,400 Unassigned Target - Business 1-Jan ,717 1,717 1,717 5,152 Home Assistance Program 1-Jan-2016 $ - 0 $ 40,085 5 $ 40,126 5 $ 40,104 5 $ 40,097 5 $ 40,081 5 $200, Coupon Program 1-Jan-2016 $ - 0 $ 135, $ 148, $ 155, $ 162, $ 168, $769,500 3,876 Heating and Cooling Program 1-Jan-2016 $ - 0 $ 1,104,300 1,042 $ 306, $ 304, $ 304, $ 302, $2,322,873 3,156 New Construction Program 1-Sep-2015 $ - 0 $ 16, $ 25, $ 41, $ - 0 $ - 0 $82, Residential Cold Climate Heat Pump 1-Jan Solar Attic Ventilator 1-Jan ,781 Residential Social Benchmarking 1-Jan , ,100 Unassigned Target - Residential 1-Jan FCR TOTAL $983,475 2,401.4 $3,878,480 12,072.7 $3,878,224 16,399.0 $5,238,815 21,368.5 $5,917,152 23,234.7 $5,929,374 21,497.0 $25,825,521 94,903 Pay for Performance P4P TOTAL $0 0.0 $0 0.0 $0 0.0 $0 0.0 $0 0.0 $0 0.0 $ CDM Framework (and 2015 extension of Master CDM Agreement) (Not funded through CDM Framework) Retrofit Initiative 2, ,769 Direct Install Lighting Audit Funding Process and Systems Upgrades Program Conservation Instant Coupon Booklet Bi-Annual Retailer Event Heating and Cooling Initiative 1, ,059 Low Income Home Assistance Program CDM Framework (and 2015 extension) TOTAL $0 5, ,137 TARGET GAP TOTAL 0.0 CDM PLAN TOTAL MINIMUM ANNUAL SAVINGS CHECK $983,475 8,223.0 $3,878,480 12,072.7 $3,878,224 16,399.0 $5,238,815 21,368.5 $5,917,152 23,234.7 $5,929,374 21,497.0 $25,825,521 99,040 True True True True True True

5 Conservation First Framework LDC Tool Kit Final v2 - January 23, 2015 E. Proposed Local and Regional Pilot CDM Notes Complete the following Table(s) for each proposed local and regional Program or Pilot Program in the CDM Plan for which a business case has NOT previously been approved by the IESO. Please refer to the Program Development and Rule Revision Guideline and the Business Case Template for full details on requirements and submission of a business case for approval of a local or regional Program. For the process for receiving funding for a Pilot Program, refer to the LDC Program Innovation Guideline. TABLE 3a. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3b. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS Direct Install Lighting Direct Install Refrigeration Available province wide 01-January-2016 Available province wide 01-January-2016 Small Business Small Business Other PowerStream Inc. Technically not a Pilot, this is the expected new version of the current Direct Install lighting. Based on recent comments from the Commercial Working Group, we expect this to be available in early Expectations are that eligibility will be proposed expanded to customers up to 100 kw and total install value will climb to $2,500/site with possible co-pay options. Marketing strategy will mirror the approach taken during our highly successful Power Savings Blitz campaign in using a proposed single SBL contractor and a combination of direct mail and door to door sales efforts. We are hopeful that the Direct Install Refrigeration pilot being undertaken by PowerStream will be available as a Province-wide program in Projected program results reflect realistic penetration rates in food service and grocery accounts less than 100 kw. Marketing and sales approach plans will be similar to those used in Direct Install Lighting and may even be merged to use a single vendor for front end sales TABLE 3c. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3d. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS S&M Business Social Benchmarking Residential Cold Climate Heat Pump 1-Jan-2017 Available province wide 01-January-2017 Small Business Other Residential EnWin Utilities Ltd. Based on the outcome of residential social benchmarking pilots that are currently in Market, BHI would like to expand the concept to certain homogeneous segments of the Small and Medium business markets. We are hopeful that we can proposed participate with other LDC's in this pilot effort. Participation projections represents approximately 18% of our GS<50 customer account base with savings estimated at 3% of baseline, consistent with expectations from similar residential proposed programs. Marketing efforts will initially focus expanding e-billing customers to facilitate electronic communication to minimize print communication Certain regions in BHI's service territory are not served by natural gas and customers rely on electric, oil or propane heating. Modern cold climate heat pump technologies could provide considerable savings for these customers. According to customer service records, there are approximately 4,300 residential customers with electric heating in BHI service territory. Our market penetration estimates represent less than 2% of these potential participants. We are hopeful that the cold climate heat pump pilot currently proposed by Enwin Utilities will evolve to a province-wide program in 2016 or 17. TABLE 3e. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS Solar Attic Ventilator Available province wide 01-January-2016 TABLE 3f. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS Residential Social Benchmarking Available province wide 01-January-2018 Residential Other Residential Horizon Utilities Corporation We are aware that the IESO is currently considering adding solar attic ventilators as an eligible technology under the coupon programs. We are hopeful that this will be rolled out province wide in Burlington has a high proportion of proposed single family dwellings with central air conditioning that would benefit from this technology. Savings estimates are based on vendor data with penetration rates representing approximately 22% of all single family homes in Burlington. proposed We are hopeful that the residential social benchmarking pilot being undertaken by Horizon and Milton Hydro will be available as a Province-wide program in 2018 or earlier. Participation projections reflect 12.5% of residential customer base with savings estimated at 3% of baseline, consistent with results from other jurisdictions. Marketing efforts will initially focuse on expanding e-billing customer base to facilitate electronic communication to minimize print communication. TABLE 3g. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3h. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS proposed proposed TABLE 3i. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3j. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS proposed proposed E. Proposed Program&Pilots Page 5 of 8

6 Conservation First Framework LDC Tool Kit Final v2 - January 23, 2015 F. Detailed Information on Collaboration and Regional Planning Regional LDC(s) Collaboration Description of how the LDC(s) will collaborate with other LDCs. If collaboration will not occur, description of why it will not occur. ADDITIONAL DETAILED INFORMATION Burlington Hydro has collaborated extensively with other LDCs in conservation programs and utility operations. We have regularly partnered with other regional (Halton) LDC's on joint conservation programs and events and it is our intent to continue this practice to the greatest extent possible under the Conservation First Framework. Where possible, we will take advantage of the Collaboration Fund to support our joint initiatives. We will also leverage our leadership in the Grid Smart City coalition to identify opportunities to collaborate for increased program performance and cost effectiveness. Gas Collaboration Description of how the LDC(s) will collaborate with other gas utility programs delivered in service area (if applicable). If collaboration will not occur, description of why it will not occur. We have worked closely with natural gas utilities in both formal and informal means over the past several years. Gas utilities have delivered Home Assistance and High Performance New Construction programs for us in the past and may do so in the coming framework. Historically, we have maintained ongoing relationships with local account managers and regularly solicit and provide referrals and introductions to common accounts. With our expectations for a large contribution from Combined Heat and Power (CHP) in our CFF plan, we will be working closely with our gas utility partners to identify high potential accounts and joint sales strategies. CDM Contribution to Regional Planning Description of how the CDM Plan considers the electricity needs and investments identified in other plans or planned initiatives, completed or underway within the LDC(s)' service area or region. This may included Integrated Regional Resource Plans or Municipal Community Energy Plans. Burlington Hydro awknowledges that we will work to gain alignment between our CDM plan and our commitments under the IRRP and we will continue to provide the best available information in timely manner. Joe Saunders will serve as the staff contact for the development of the IRRP. In 2013, the City of Burlington published a Community Energy Plan. Input was provided by Burlington Hydro Inc and Union Gas as well as a number of other stakeholders in the Burlington Community. The Plan identified five goals and associated targets: 1. Create leading edge community engagement in energy initiatives (conservation, generation and security) in order to enhance the implementation effectiveness and support sustained quality of life in Burlington. Proposed Target: a) 5% annual community energy reduction from 2014 by 2031 which is equivalent to 6.7 GJ/person2 2. Improve the energy efficiency of buildings in Burlington in ways that contribute to Burlington s overall economic competitiveness. Proposed Targets: a) A 22 MW Electrical Demand Reduction, 84 GWh cumulative (2011 to 2014) Electrical Consumption Reduction based upon the Ontario Energy Board electricity Conservation and Demand Management targets for 2011 to 2014 A 1,133,560 m3 annual Natural Gas Reduction based on current levels of achievement. An extension of programs to 2020, incorporating a 20% year-over-year improvement following which a review will be undertaken for the period 2021 to The combination of these conservation and demand management targets result in an overall annual reduction of per capita community energy use of 4% or 5.3 GJ/person per annum. 3. Increase sustainable local energy generation in Burlington and enhance supply security in ways that support Burlington s economic competitiveness. Proposed Target: a) Sustainable local generation (including both renewables and district energy): 12.5 MW by 2031, approximately 3.5% of Burlington s peak electrical demand. 4. Optimize integrated community energy systems and efficiency opportunities through land use planning. Proposed Target: a) Reduce annual energy consumption by 2.4 GJ/person in new housing construction, resulting in a 34% reduction (per person) when compared to Burlington s existing residential building stock[1]. 5. Increase transportation efficiency. Proposed Targets: a) The Region has adopted a goal to achieve a 20% modal split by The City will implement a local target through its Transportation Master Plan, which will be reflected in this report in the future. b) Reduce annual fuel use by 20.9 GJ/person by 2031 from 40.3 GJ/person to 19.4 GJ/person[2]. F. Detailed Information Page 6 of 8

7 Conservation First Framework LDC Tool Kit Final v2 - January 23, 2015 G. Additional Documentation for CDM Plan (If applicable) Opportunity to provide any additional information on assumptions used for budgets and/or savings for approved province-wide programs See separate attachment ADDITIONAL INFORMATION AND DOCUMENTATION Approved Local and/or Regional and Pilot Opportunity to provide any additional information on assumptions used for budgets and/or savings for approved local or regional programs or pilot programs N/A Proposed Local and/or Regional and Pilot Opportunity to provide additional information on assumptions used for forecast budgets and/or savings for proposed programs or pilot programs See separate attachment from /2015 CDM Framework Opportunity to provide any additional information on assumptions used for budgets and/or savings from existing /2015 CDM See separate attachment funded through Pay-for-Performance Opportunity to provide any additional information on assumptions used for budgets and/or savings for Pay for Performance N/A Other Additional assumptions used in the CDM Plan See separate attachment G. Additional Documentation Page 7 of 8

8 Conservation First Framework LDC Tool Kit Version Control Summary of Changes Final V2 - January 23, 2015 Summary of Changes to CDM Template Version No. Date Tab Change Summary 2 20-Jan-15 Inclusion of "Company Name" for Primary Contact Inclusion of frequency of invoicing (monthly vs. quarterly) A. General Information Update date format to eliminate confusion Change reference to OPA Additional LDCs for joint plan B. LDC Authorization Update date format to eliminate confusion Additional line items for FRC program names Additional LDCs for joint plan Update on the program names D. CDM Plan Milestone LDC 1-10 Update date format to eliminate confusion Update column headers: - "Province Wide Program Name" - "Proposed Regional or Local CDM Program or Pilot Program Name" Change reference to OPA Update Header and Footer E.. Proposed Program&Pilots Additional boxes for proposed programs Update date format to eliminate confusion O. Detailed Information Clarity if it is primary LDC or all LDCs in a joint CDM Plan. Summary of Version Changes Page 8 of 8