A. General Information

Transcription

1 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 Version 3 May 1st LDC Name: Company Representative: Chapleau Public Utilities Corporation LDC 1 LDC 2 LDC 3 LDC 4 LDC 5 LCD 6 LCD 7 LCD 8 LCD 9 LCD 10 Hearst Power Distribution Company Limited Grimsby Power Incorporated LDC INFORMATION Name: Alan Morin Jessy Richard Amy La Selva Title: Manager General Manager Finance and Regulatory Analyst Address: chec@onlink.net jrichard@hearstpower.com amyl@grimsbypower.com Phone Number (XXX-XXX-XXXX): (705) ext Primary Contact for CDM Plan Name: Alan Morin LDC Name: Chapleau PUC Title: Manager Address: chec@onlink.net Phone Number (XXX-XXX-XXXX): (705) Estimated Start Date of CDM Plan: (DD-Mon-YYYY) 1-Jun-2017 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 ). Monthly 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 in the CDM Plan [ECA, section 4.1] Other (Please specify reason) Compliance with the December 16th, 2016 Ministerial Directive to ensure all Provincewide are available in each LDC Service Teritorry A. General Information Page 1 of 10

2 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: Chapleau Public Utilities Corporation Alan Morin Signature Date (DD-Mon-YYYY) May 1st 2017 I/We have the authority to bind the Corporation. B. LDC Authorization Page 2 of 10

3 C. CDM Plan Summary TABLE 1: SUMMARY OF CDM PORTFOLIO SAVINGS AND BUDGET a. CDM PLAN TOTAL LDC 1 LDC 2 LDC 3 LDC 4 LDC 5 LCD 6 LCD 7 LCD 8 LCD 9 LCD 10 Allocated LDC CDM Plan Target Indicate total CDM Plan Target allocated to LDC(s) 15,080 1,05 3,18 10,85 b. CDM Plan MWh Savings Calculated as part of CDM Plan c. 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 g Indicate annual portfolio-level Cost Effectiveness for CDM Plan as determined by LDC(s) using output from Cost-Effectiveness Tool 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. 17,209 1,152 5,183 10,874 $4,037,280 $298, $843, $2,894, $4,033,255 $298, ,846 2,894,628 Total Resource Cost (TRC) Administrator Cost (PAC) Levelized Cost Year Benefits ($) Costs ($) Ratio Benefits ($) Costs ($) Ratio ($/kwh) 2015 $2,712, $2,516, $2,494, $0 #DIV/0! $00 #DIV/0! 2016 $1,789, $324, $1,525, $387, $ $2,476, $1,482, $2,091, $948, $ $2,401, $1,388, $2,031, $898, $ $2,277, $1,245, $1,929, $806, $ $2,157, $1,138, $1,829, $746, $42 CDM Plan Total $13,814,023 $8,096, $11,902,522 $3,787, $26 C. CDM Plan Summary Page 3 of 10

4 Residential Low-income Small business Commercial (inc. Multi-Fa Agricultural Institutional Industrial Conservation First Framework LDC Tool Kit D. CDM Plan Detailed List of, Election of Funding Mechanism, and Annual Milestones NOTES 1. CDM Plan 2. 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 names are found in the applicable Rules. Regional & local names should be consistent with those included in approved business cases (if applicable) and consistent throughout this CDM Plan. Include annual budgets for each 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 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. Chapleau Public Utilities Corporation TABLE 2. PROGRAM AND MILESTONE SCHEDULE Implementation Schedule (Annual Budget & Incremental Annual Milestones by ) Customer Segments Targeted by Funding Mechanism Province Wide Local, Regional, or Pilot Proposed Pilots or Start Date (DD-Mon-YYYY) Total Total CDM Plan Budget ($) Total Persisting in 2020 Small Business Lighting 1-Feb-2016 $10, $10, $10, $10, $40, Heating and Cooling 1-Jan-2016 $1, $1, $1, $1, $5, Retrofit 1-Jan-2016 $8, $39, $39, $39, $38, $164, High Performance New Construction 1-Jul-2017 $2, $2, $2, $2, $10, Audit Funding 1-Jul-2017 $1, $1, $1, $1, $5, Business Refrigeration Incentive 1-Jul-2017 $2, $2, $2, $2, $11, Home Assistance 1-Jul-2017 $2, $2, $2, $2, $11, New Construction 1-Jul-2017 $2, $2, $2, $2, $11, Coupon 1-Jan-2016 $11, $6, $6, $6, $6, $39, Energy Manager Full Cost Recovery Existing Building Commissioning Process and Systems Upgrades Monitoring and Targeting 1-Jul-2017 $1 1.0 $1 1.0 $1 1.0 $1 1.0 $4 1.0 FCR TOTAL $0 $20, $69, $69, $69, $69, $298, Pay for Performance P4P TOTAL $0 $0 $0 $0 $0 $0 $ CDM Framework (and 2015 extension of Master CDM Agreement) (Not funded through CDM Framework) Direct Install Lighting Retrofit Initiative Conservation Instant Coupon Booklet CDM Framework (and 2015 extension) TOTAL $ TARGET GAP TOTAL CDM PLAN TOTAL $ $20, $69, $69, $69, $69, $298,780 1,156.0 MINIMUM ANNUAL SAVINGS CHECK True True True True True True D. CDM Plan Milestone LDC 1 Page 4 of 10

5 Residential Low-income Small business Commercial (inc. Multi-Fa Agricultural Institutional Industrial Conservation First Framework LDC Tool Kit D. CDM Plan Detailed List of, Election of Funding Mechanism, and Annual Milestones NOTES 1. CDM Plan 2. Name 3. Annual Budget 4. Target Gap LDC 2: Complete Table 2 for all for which will contribute towards the CDM Plan Target. Province-wide LDC names are found in the applicable Rules. Regional & local names should be consistent with those included in approved business cases (if applicable) and consistent throughout this CDM Plan. Include annual budgets for each 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 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. Hearst Power Distribution Company Limited TABLE 2. PROGRAM AND MILESTONE SCHEDULE Implementation Schedule (Annual Budget & Incremental Annual Milestones by ) Customer Segments Targeted by Funding Mechanism Province Wide Local, Regional, or Pilot Proposed Pilots or Start Date (DD-Mon-YYYY) Total Total CDM Plan Budget ($) Total Persisting in 2020 Heating and Cooling 1-Jan-2016 $7, $11, $11, $11, $11, $51, Small Business Lighting 1-Feb-2016 $7, $37, $37, $37, $37, $157, High Performance New Construction 1-Jul-2017 $9, $9, $9, $9, $38, Audit Funding 1-Jul-2017 $4, $4, $4, $4, $19, Business Refrigeration Incentive 1-Jul-2017 $4, $4, $4, $4, $19, Retrofit 1-Jan-2016 $31, $137, $91, $42, $48, $351,982 1,844.8 Home Assistance 1-Jul-2017 $9, $9, $9, $9, $38, New Construction 1-Jul-2017 $9, $9, $9, $9, $38, Coupon 1-Jan-2016 $28, $25, $25, $25, $20, $124, Full Cost Recovery Energy Manager Existing Building Commissioning Process and Systems Upgrades 1-Jul-2017 $1 1.0 $1 1.0 $1 1.0 $1 1.0 $4 1.0 Monitoring and Targeting FCR TOTAL $0 $75, $249, $203, $154, $156, $839,846 3,662.3 Pay for Performance P4P TOTAL $0 $0 $0 $0 $0 $0 $ CDM Framework (and 2015 extension of Master CDM Agreement) (Not funded through CDM Framework) Heating and Cooling Initiative Direct Install Lighting High Performance New Construction Audit Funding Retrofit Initiative 1, , Conservation Instant Coupon Booklet CDM Framework (and 2015 extension) TOTAL $0 1, , TARGET GAP TOTAL CDM PLAN TOTAL $0 1,735.2 $75, $249, $203, $154, $156, $839,846 5,186.7 MINIMUM ANNUAL SAVINGS CHECK True True True True True True D. CDM Plan Milestone LDC 2 Page 5 of 10

6 Residential Low-income Small business Commercial (inc. Multi-Fa Agricultural Institutional Industrial Conservation First Framework LDC Tool Kit D. CDM Plan Detailed List of, Election of Funding Mechanism, and Annual Milestones NOTES 1. CDM Plan 2. Name 3. Annual Budget 4. Target Gap LDC 3: Complete Table 2 for all for which will contribute towards the CDM Plan Target. Province-wide LDC names are found in the applicable Rules. Regional & local names should be consistent with those included in approved business cases (if applicable) and consistent throughout this CDM Plan. Include annual budgets for each 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 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. Grimsby Power Incorporated TABLE 2. PROGRAM AND MILESTONE SCHEDULE Implementation Schedule (Annual Budget & Incremental Annual Milestones by ) Customer Segments Targeted by Funding Mechanism Province Wide Local, Regional, or Pilot Proposed Pilots or Start Date (DD-Mon-YYYY) Total Total CDM Plan Budget ($) Total Persisting in 2020 Retrofit 1-Jan-2016 $86, $266, $266, $243, $203, $1,065,407 4,061.5 Small Business Lighting 1-Feb-2016 $61, $81, $90, $81, $71, $386,328 1,025.4 High Performance New Construction 1-Jul-2017 $37, $37, $37, $37, $148, Audit Funding 1-Jul-2017 $32, $32, $32, $32, $130, Business Refrigeration Incentive 1-Jul-2017 $28, $31, $31, $31, $123, Home Assistance 1-Jul-2017 $34, $34, $34, $34, $137, New Construction 1-Jul-2017 $15, $15, $15, $15, $63, Coupon 1-Jan-2016 $61, $62, $62, $62, $62, $311,273 1,708.0 Heating and Cooling 1-Jan-2016 $90, $109,470 5 $109,470 5 $109,470 5 $109,470 5 $528, Full Cost Recovery Energy Manager Existing Building Commissioning Process and Systems Upgrades Monitoring and Targeting 1-Jul-2017 $1 1.0 $1 1.0 $1 1.0 $1 1.0 $4 1.0 FCR TOTAL $0 $300,122 1,296.9 $667,285 1,789.3 $680,430 1,824.4 $648,237 1,798.8 $598,554 1,642.6 $2,894,628 8,073.7 Pay for Performance P4P TOTAL $0 $0 $0 $0 $0 $0 $0 Heating and Cooling Initiative Conservation Instant Coupon Booklet Retrofit Initiative 2, , Direct Install Lighting CDM Low Income Home Framework (and 2015 Assistance extension of Audit Funding 71.4 Master CDM Agreement) (Not funded through CDM Framework) CDM Framework (and 2015 extension) TOTAL $0 2, ,804.7 TARGET GAP TOTAL CDM PLAN TOTAL $0 2,925.9 $300,122 1,296.9 $667,285 1,789.3 $680,430 1,824.4 $648,237 1,798.8 $598,554 1,642.6 $2,894,628 10,878.4 MINIMUM ANNUAL SAVINGS CHECK True True True True True True D. CDM Plan Milestone LDC 3 Page 6 of 10

7 E. Proposed Local and Regional Pilot CDM Notes Complete the following Table(s) for each proposed local and regional or Pilot in the CDM Plan for which a business case has NOT previously been approved by the IESO. Please refer to the 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. For the process for receiving funding for a Pilot, refer to the LDC Innovation Guideline. TABLE 3a. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3b. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS a. Name Use same " name" included in other worksheets a. Name Use same " name" included in other worksheets b. Type b. Type c. Customer Segment(s) Served by c. Customer Segment(s) Served by e. Overview of Proposed or Pilot e. Overview of Proposed or Pilot TABLE 3c. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3d. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS a. Name Use same " name" included in other worksheets a. Name Use same " name" included in other worksheets b. Type b. Type c. Customer Segment(s) Served by c. Customer Segment(s) Served by e. Overview of Proposed or Pilot e. Overview of Proposed or Pilot TABLE 3e. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3f. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS a. Name Use same " name" included in other worksheets a. Name Use same " name" included in other worksheets b. Type b. Type c. Customer Segment(s) Served by c. Customer Segment(s) Served by e. Overview of Proposed or Pilot e. Overview of Proposed or Pilot TABLE 3g. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3h. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS a. Name Use same " name" included in other worksheets a. Name Use same " name" included in other worksheets b. Type b. Type c. Customer Segment(s) Served by c. Customer Segment(s) Served by e. Overview of Proposed or Pilot e. Overview of Proposed or Pilot TABLE 3i. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS TABLE 3j. PROPOSED LOCAL AND REGIONAL CDM PROGRAMS / PILOTS a. Name Use same " name" included in other worksheets a. Name Use same " name" included in other worksheets b. Type b. Type c. Customer Segment(s) Served by c. Customer Segment(s) Served by e. Overview of Proposed or Pilot e. Overview of Proposed or Pilot E. Proposed &Pilots Page 7 of 10

8 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 Chapleau PUC and Hearst Power expect to collaborate with other Northern LDCs in order to provide cost efficiencies. Collaboration activities may include comarketing of programs, program design and implementation of pilot programs specific to Northern Ontario. Grimsby Power will look to collaborate with other Niagara Region LDCs. 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. LDCs will continue to consider leveraging opportunities through comarketing with neighboring gas companies, where key project savings have both a gas and electricity savings component for shared customers. 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. LDC will continue to consider how CDM delivery can assist other elements of the organization including increasing infrastructure longevity, corporate and customer relations, and new service development. Municipal projects and planning are treated with priority in the delivery of the CDM plan, to enable maximum savings through municipal projects and to assist Municipalities in meeting their operational goals and community planning objectives. F. Detailed Information Page 8 of 10

9 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 ADDITIONAL INFORMATION AND DOCUMENTATION Budgets were generally aligned to be consistent with betwweeen 70% - 80% incentives and between 20% - 30% administration fees. (program delivery) 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 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 from /2015 CDM Framework Opportunity to provide any additional information on assumptions used for budgets and/or savings from existing /2015 CDM funded through Pay-for-Performance Opportunity to provide any additional information on assumptions used for budgets and/or savings for Pay for Performance Other Additional assumptions used in the CDM Plan All Three LDC will offer all province wide programs, adhering to the OEB Directive. We expect to deliver deeper savings in the upcoming years for SBL and Retrofit in all three areas while marketing and ensuring that any eligible customer that wants to participate in a province wide program has the opportunity G. Additional Documentation Page 9 of 10

10 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 Name" - "Proposed Regional or Local CDM or Pilot Name" Change reference to OPA Update Header and Footer E.. Proposed &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 Jan-16 D. CDM Plan Milestone LDC 1-10 Corrected formula in 'Minimum Annual Savings Check' cells A. General Information Amended LDC Contacts to Include Remy from GPI and Al from CHP Main Contact to be Al Morin from Chapleau 4 01-May-17 B. LDC Authorization All Three LDC signed off on Amendments All PWP program to be offered by Each LDC 4 input with $1 and 1 MWh to act as a place holder "if" any customer would like to particiapte we will amned the plan at that time HPNC, RNC, Audit Funding, BRI, HAP have been added to the plan completee with D. CDM Plan Milestone LDC 1-10 budgets and targets We have no proposed programs or pilots at this point as we feel we are on track to E.. Proposed &Pilots meeting target with available programs. We will likely offer the Whole Home Pilot if and when it becomes a PWP O. Detailed Information CDM Updated Plan Template Info added here as well. Summary of Version Changes Page 10 of 10