Three-Year Electric and Gas Energy Efficiency Planma-eeac.org/wordpress/wp-content/uploads/National-Grid-Electric...Plan-Year Report for filing with the Department of Public Utilities

May 1, 2017 Via Hand Delivery and E-mail Mark D. Marini, Secretary Department of Public Utilities One South Station, 5th Floor Boston, Massachusetts 02110 Re: Massachusetts Electric Company and Nantucket Electric Company, each d/b/a National

Grid, D.P.U. 17-100 - 2016 Energy Efficiency Plan-Year Report Dear Secretary Marini: On behalf of Massachusetts Electric Company and Nantucket Electric Company, each d/b/a National Grid (collectively, the “Company”), enclosed is the Company’s 2016 Energy Efficiency Plan-Year Report for filing with the Department of Public Utilities (the “Department”).1 Plan Year 2016 was the first year of implementation under the 2016-2018 Massachusetts Joint Statewide Three-Year Electric and Gas Energy Efficiency Plan, as reviewed and approved by the Department in D.P.U. 15-160 through D.P.U. 15-169.

Most notably in 2016, the Massachusetts Energy Efficiency Program Administrators2 (the “Program Administrators” or “PAs”) successfully delivered on very ambitious energy savings goals for the year - exceeding statewide energy savings goals while maintaining budgetary control and complying with the directive of the Green Communities Act to seek all available cost-effective energy efficiency opportunities. The PAs successfully implemented their programs in the field while also continuing to manage a sustainable delivery of their energy efficiency programs to meet goals not just for 2016, but for the full life of the three-year plans and beyond.

The 2016 goals were intentionally designed to be very challenging goals, and despite anticipated challenges the PAs achieved statewide benefits goals. In the wake of these challenges, the PAs engaged in numerous and varied efforts to increase savings, in particular in the C&I sector, including a special focus on increased internal sales training and external workforce development training, expanded offerings, and enhanced strategies to encourage increased participation. For 1 This report is being submitted pursuant to the Hearing Officer’s Memorandum dated May 2, 2014 adopting the Energy

Efficiency Plan-Year Report Template in D.P.U. 11-120-A, Phase II. 2 The Massachusetts Program Administrators are: Bay State Gas Company, d/b/a Columbia Gas of Massachusetts; The

Berkshire Gas Company; Boston Gas Company, Colonial Gas Company, Massachusetts Electric Company and Nantucket Electric Company each d/b/a National Grid; Cape Light Compact; Fitchburg Gas and Electric Light Company d/b/a Unitil; NSTAR Electric Company, NSTAR Gas Company and Western Massachusetts Electric Company, each d/b/a Eversource Energy; and Liberty Utilities (New England Natural Gas Company) Corp. d/b/a Liberty Utilities.

40 Sylvan Road, Waltham, MA 02451 T: 781.907.1833F: [email protected] www.nationalgrid.com

Stacey M. Donnelly Senior Counsel

Mark D. Marini, Secretary May 1, 2017 Page 2 example, in 2016, the PAs worked to establish a consistent approach to large new construction projects, along with developing a statewide baseline document for custom new construction projects. The increased transparency, clarity, and consistency of program elements across all PAs reduced confusion in the marketplace for customers and design teams with projects spanning multiple PA territories.

In the residential sector, the PAs achieved strong results in 2016 despite the mild winter. The Home Energy Services core initiative conducted over 75,000 Home Energy Assessments throughout the Commonwealth, and attained the highest closure rate to date. The PAs also received the ENERGY STAR® Partner of the Year Award for excellence in energy efficiency program delivery for the Residential Lighting & Products core initiatives. This is the Environmental Protection Agency’s (“EPA”) most prestigious award that recognizes the success and innovativeness of the PAs’ efforts to increase the adoption of energy efficient products in Massachusetts. In 2016, the PAs continued to enhance the energy efficiency programs to meet the needs of customers and improve the overall customer experience. As an example, the PAs procured a rebate processing vendor to work across all residential initiatives and fuels (gas, electric, oil, and propane). With their new vendor, the PAs created a single online rebate form to streamline the experience for their customers who often apply for different measures across multiple initiatives at the same time.

These accomplishments demonstrate the PAs’ continued commitment throughout 2016 and beyond to building on the experience of their initial three-year plans, and leveraging their good working relationships to better coordinate their efforts and share ideas and best practices. The PAs’ management committees have continued to meet regularly to facilitate the process of enhanced integration and coordination between electric and gas programs.

Given the exceptional nature of these efforts and the unprecedented goals established in the

2016-2018 plans, plan year 2016 performance has been an outright success for energy efficiency in Massachusetts. The Program Administrators look forward to continuing these efforts and achieving additional successes going forward.

If there are any questions related to this filing please contact me at 781-907-1833. Thank you for time and attention to this filing. Very truly yours,

Stacey M. Donnelly Enclosures cc: Jeffrey Leupold, Department of Public Utilities Donald Boecke, Office of the Attorney General Rachel Graham Evans, Department of Energy Resources Jerrold Oppenheim, Low-Income Energy Affordability Network Members of the Energy Efficiency Advisory Council (via email only)

Massachusetts Electric Company and Nantucket Electric Company

d/b/a National Grid

2016

Energy Efficiency Plan-Year Report

D.P.U. 17-100

May 1, 2017

Massachusetts Electric Company Nantucket Electric Company

d/b/a National Grid

2016 Energy Efficiency Plan-Year Report

D.P.U. 17-100

May 1, 2017

Table of Contents

2016 PLAN YEAR REPORT DATA TABLES Appendix 1: Significant Core Initiative Variances & Cost-Effectiveness Appendix 2: Benefit-Cost Ratio Screening Tool Appendix 3: Technical Reference Manual – 2016 Report Version Appendix 4: Statewide Evaluation Studies Summary

Appendix 4A - Table of Evaluation Studies

Appendix 4B - Summary of the Studies with the Most Significant Effects

Appendix 4C - Evaluation Study Summaries

Appendix 4D - 2016 Plan-Year Report Evaluation Studies Appendix 5: Performance Incentives Appendix 6: Demand Reduction Update

2016 Plan Year Report VariancesVariances SummaryNational GridMay 1, 2017

A - Residential -11.2% 16.4% 11.9% -21.8%A1 - Residential Whole House -6.3% 55.2% 20.9% -15.3%

A1a - Residential New Construction 64.3% 369.6% 394.1% -62.1%A1b - Residential Multi-Family Retrofit 29.7% 9.6% 8.2% 19.1%A1c - Residential Home Energy Services - Measures -20.0% 41.4% -0.6% -3.4%A1d - Residential Home Energy Services - RCS 8.9%A1e - Residential Behavior/Feedback Program -0.7% 4.9% 4.6% 0.0%

A2 - Residential Products -19.2% 4.1% 1.6% -30.2%A2a - Residential Heating & Cooling Equipment -4.9% -13.6% -17.8% -3.1%A2b - Residential Consumer Products -10.0% -15.0% -3.2% 13.6%A2c - Residential Lighting -22.8% 5.5% 2.8% -33.2%

B - Low-Income -16.4% -17.3% -24.7% -4.3%B1 - Low-Income Whole House -15.9% -17.3% -24.7% -4.3%

B1a - Low-Income Single Family Retrofit -13.8% -8.6% -17.3% -4.3%B1b - Low-Income Multi-Family Retrofit -18.1% -23.6% -37.2% -4.2%

C - Commercial & Industrial 5.9% 34.9% 30.0% -0.5%C1 - C&I New Construction -26.8% -14.6% -24.7% -2.3%

C1a - C&I New Buildings & Major Renovations -45.2% -40.9% -43.6% -0.5%C1b - C&I Initial Purchase & End of Useful Life -8.4% 19.3% -6.7% -3.4%

C2 - C&I Retrofit 16.4% 53.3% 51.9% -0.1%C2a - C&I Existing Building Retrofit 23.1% 73.7% 67.6% -0.5%C2b - C&I Small Business 12.7% 22.4% 30.5% 0.0%C2c - C&I Multifamily Retrofit 10.5% -14.2% -30.5% 36.2%C2d - C&I Upstream Lighting -8.3% 29.9% 33.6% 0.0%

Grand Total -4.5% 25.2% 18.4% -9.9%

Notes• Significant variances, which require explanation, are defined as:

(1) variances between planned and actual core initiative budget of 15 percent or greater;(2) variances between planned and preliminary core initiative total lifetime savings showing a decrease of 15 percent or greater; (3) variances between planned and preliminar y core initiative total benefits showing a decrease of 15 percent or greater; and (4) variances between preliminary and evaluated core initiative total resource benefits showing a decrease of 15 percent or greater .

Variances Summary

ProgramTotal Resource

Benefits (2016$) Variances

Total Program Cost Variances

Lifetime Electric Savings (MWh)

Variances

Total Benefits (2016$) Variances

• Cells highlighted in the above tables indicate that a variance is significant enough to require explanation. Refer to the Program Administrator's Plan Year Report for explanations of significant variances.

• Variances are calculated as a percent of the three-year goal, meaning variance are calculated as the percentage difference between the percentage of the Three-Year Plan goals planned to be achieved through the Plan Year Report year compared to the percentage of the Three-Year Plan goals actually achieved through the Plan Year Report year.

Massachusetts Electric Company and Nantucket Electric Company d/b/a National Grid D.P.U. 17-100 2016 Energy Efficiency Plan-Year Report Master Data Tables 1 of 38

2016 Plan Year Report VariancesTotal Program Cost VariancesNational GridMay 1, 2017

2016 2017 2018 2016-2016 2016Planned 2016 % Total Plan

Actual 2016 % Total Plan

Planned v Actual (%)

A - Residential 125,228,251 132,022,746 134,819,235 392,070,232 111,228,657 32% 28% -11.2%A1 - Residential Whole House 76,754,143 80,419,177 83,449,430 240,622,750 71,929,116 32% 30% -6.3%

A1a - Residential New Construction 3,041,588 3,045,779 3,174,364 9,261,730 4,995,982 33% 54% 64.3%A1b - Residential Multi-Family Retrofit 10,218,336 10,550,506 10,925,042 31,693,884 13,251,051 32% 42% 29.7%A1c - Residential Home Energy Services - Measures 51,463,519 54,567,058 56,992,030 163,022,607 41,173,069 32% 25% -20.0%A1d - Residential Home Energy Services - RCS 5,872,408 6,107,534 6,201,602 18,181,544 6,392,254 32% 35% 8.9%A1e - Residential Behavior/Feedback Program 6,158,293 6,148,300 6,156,392 18,462,985 6,116,760 33% 33% -0.7%

A2 - Residential Products 36,866,184 39,626,904 39,753,854 116,246,943 29,803,434 32% 26% -19.2%A2a - Residential Heating & Cooling Equipment 5,202,345 5,444,032 5,664,988 16,311,365 4,944,865 32% 30% -4.9%A2b - Residential Consumer Products 3,325,564 3,378,864 3,427,697 10,132,126 2,993,837 33% 30% -10.0%A2c - Residential Lighting 28,338,276 30,804,008 30,661,169 89,803,452 21,864,732 32% 24% -22.8%

B - Low-Income 32,544,343 32,875,646 32,952,695 98,372,684 27,202,456 33% 28% -16.4%B1 - Low-Income Whole House 31,795,953 32,122,697 32,194,924 96,113,574 26,739,202 33% 28% -15.9%

B1a - Low-Income Single Family Retrofit 16,455,939 16,818,896 16,886,911 50,161,746 14,178,197 33% 28% -13.8%B1b - Low-Income Multi-Family Retrofit 15,340,014 15,303,801 15,308,013 45,951,828 12,561,005 33% 27% -18.1%

C - Commercial & Industrial 118,663,272 119,855,549 121,031,056 359,549,877 125,683,867 33% 35% 5.9%C1 - C&I New Construction 25,658,942 28,379,373 31,457,040 85,495,355 18,774,253 30% 22% -26.8%

C1a - C&I New Buildings & Major Renovations 12,869,915 14,270,528 16,044,826 43,185,270 7,054,146 30% 16% -45.2%C1b - C&I Initial Purchase & End of Useful Life 12,789,027 14,108,844 15,412,214 42,310,085 11,720,107 30% 28% -8.4%

C2 - C&I Retrofit 90,733,262 89,212,271 87,380,211 267,325,744 105,579,369 34% 39% 16.4%C2a - C&I Existing Building Retrofit 53,845,425 53,559,832 51,305,390 158,710,647 66,298,636 34% 42% 23.1%C2b - C&I Small Business 19,855,505 20,385,760 20,883,240 61,124,505 22,370,569 32% 37% 12.7%C2c - C&I Multifamily Retrofit 6,884,791 7,074,225 7,253,611 21,212,627 7,608,977 32% 36% 10.5%C2d - C&I Upstream Lighting 10,147,541 8,192,454 7,937,969 26,277,964 9,301,188 39% 35% -8.3%

Grand Total 276,435,867 284,753,940 288,802,986 849,992,793 264,114,980 33% 31% -4.5%

NotesPlan year core initiative significant variance explanations are required for: (1) variances between planned and actual core initiative budget of 15 percent or greater.

Actual Planned v. Actual (%)Total Program Cost Variances

ProgramPlanned


2016 Plan Year Report VariancesLifetime Electric Savings (MWh) VariancesNational GridMay 1, 2017


Preliminary 2016 % Total Plan

Planned v Preliminary (%)

A - Residential 2,435,610 2,455,409 2,373,069 7,264,088 2,834,607 34% 39% 16.4%A1 - Residential Whole House 586,670 568,820 556,398 1,711,888 910,601 34% 53% 55.2%

A1a - Residential New Construction 38,884 35,497 42,207 116,588 182,594 33% 157% 369.6%A1b - Residential Multi-Family Retrofit 50,757 51,352 52,265 154,374 55,643 33% 36% 9.6%A1c - Residential Home Energy Services - Measures 413,101 398,040 377,992 1,189,133 584,308 35% 49% 41.4%A1d - Residential Home Energy Services - RCS - - - - - A1e - Residential Behavior/Feedback Program 83,928 83,931 83,934 251,793 88,056 33% 35% 4.9%

A2 - Residential Products 1,848,941 1,886,588 1,816,671 5,552,200 1,924,006 33% 35% 4.1%A2a - Residential Heating & Cooling Equipment 75,387 76,162 77,002 228,552 65,167 33% 29% -13.6%A2b - Residential Consumer Products 57,232 58,570 60,137 175,939 48,668 33% 28% -15.0%A2c - Residential Lighting 1,716,321 1,751,857 1,679,531 5,147,709 1,810,170 33% 35% 5.5%

B - Low-Income 188,220 179,727 186,853 554,799 155,655 34% 28% -17.3%B1 - Low-Income Whole House 188,220 179,727 186,853 554,799 155,655 34% 28% -17.3%

B1a - Low-Income Single Family Retrofit 79,345 78,042 76,904 234,291 72,487 34% 31% -8.6%B1b - Low-Income Multi-Family Retrofit 108,875 101,685 109,949 320,508 83,169 34% 26% -23.6%

C - Commercial & Industrial 3,043,259 3,220,601 3,610,935 9,874,795 4,104,659 31% 42% 34.9%C1 - C&I New Construction 826,697 908,421 977,285 2,712,403 705,629 30% 26% -14.6%

C1a - C&I New Buildings & Major Renovations 466,106 508,838 562,152 1,537,097 275,562 30% 18% -40.9%C1b - C&I Initial Purchase & End of Useful Life 360,590 399,583 415,133 1,175,306 430,068 31% 37% 19.3%

C2 - C&I Retrofit 2,216,562 2,312,180 2,633,650 7,162,393 3,399,029 31% 47% 53.3%C2a - C&I Existing Building Retrofit 1,285,057 1,302,883 1,481,590 4,069,530 2,232,483 32% 55% 73.7%C2b - C&I Small Business 401,954 410,487 419,204 1,231,645 491,819 33% 40% 22.4%C2c - C&I Multifamily Retrofit 29,673 30,443 31,236 91,352 25,468 32% 28% -14.2%C2d - C&I Upstream Lighting 499,878 568,367 701,620 1,769,866 649,259 28% 37% 29.9%

Grand Total 5,667,089 5,855,737 6,170,857 17,693,682 7,094,921 32% 40% 25.2%

NotesPlan year core initiative significant variance explanations are required for: (2) variances between planned and preliminary core initiative total lifetime savings showing a decrease of 15 percent or greater.

Lifetime Electric Savings (MWh) Variances

ProgramPlanned Preliminary Planned v. Preliminary (%)


2016 Plan Year Report VariancesLifetime Natural Gas Savings (Therms) VariancesNational GridMay 1, 2017




A - Residential (19,370,623) (19,745,180) (18,909,349) (58,025,153) (20,123,474) 33% 35% 3.9%A1 - Residential Whole House 23,040 23,040 23,040 69,120 701,270 33% 1015% 2943.7%

A1a - Residential New Construction 23,040 23,040 23,040 69,120 399,734 33% 578% 1635.0%A1b - Residential Multi-Family Retrofit - - - - - A1c - Residential Home Energy Services - Measures - - - - 301,536 A1d - Residential Home Energy Services - RCS - - - - - A1e - Residential Behavior/Feedback Program - - - - -

A2 - Residential Products (19,393,663) (19,768,220) (18,932,389) (58,094,273) (20,824,744) 33% 36% 7.4%A2a - Residential Heating & Cooling Equipment (166,450) (149,805) (134,824) (451,079) (182,028) 37% 40% 9.4%A2b - Residential Consumer Products 29,907 37,422 46,778 114,107 27,408 26% 24% -8.4%A2c - Residential Lighting (19,257,120) (19,655,838) (18,844,342) (57,757,300) (20,670,123) 33% 36% 7.3%

B - Low-Income 2,220 2,220 2,220 6,661 574 33% 9% -74.1%B1 - Low-Income Whole House 2,220 2,220 2,220 6,661 574 33% 9% -74.1%

B1a - Low-Income Single Family Retrofit 2,220 2,220 2,220 6,661 574 33% 9% -74.1%B1b - Low-Income Multi-Family Retrofit - - - - -

C - Commercial & Industrial (9,288,229) (10,685,443) (24,825,062) (44,798,734) (12,585,478) 21% 28% 35.5%C1 - C&I New Construction 2,589,002 2,933,435 3,290,665 8,813,103 (629,425) 29% -7% -124.3%

C1a - C&I New Buildings & Major Renovations 1,272,344 1,478,825 1,739,757 4,490,926 (240,481) 28% -5% -118.9%C1b - C&I Initial Purchase & End of Useful Life 1,316,658 1,454,610 1,550,908 4,322,177 (388,945) 30% -9% -129.5%

C2 - C&I Retrofit (11,877,231) (13,618,879) (28,115,727) (53,611,837) (11,956,053) 22% 22% 0.7%C2a - C&I Existing Building Retrofit (8,411,748) (9,702,890) (23,606,130) (41,720,768) (9,372,833) 20% 22% 11.4%C2b - C&I Small Business (1,635,027) (1,667,728) (1,701,082) (5,003,838) (212,563) 33% 4% -87.0%C2c - C&I Multifamily Retrofit (128,313) (132,162) (136,127) (396,602) - 32% 0% -100.0%C2d - C&I Upstream Lighting (1,702,143) (2,116,098) (2,672,388) (6,490,629) (2,370,657) 26% 37% 39.3%

Grand Total (28,656,632) (30,428,403) (43,732,190) (102,817,225) (32,708,378) 28% 32% 14.1%

NotesPlan year core initiative significant variance explanations are required for: (2) variances between planned and preliminary core initiative total lifetime savings showing a decrease of 15 percent or greater.

Lifetime Natural Gas Savings (Therms) Variances



2016 Plan Year Report VariancesTotal Benefits (2016$) VariancesNational GridMay 1, 2017




A - Residential 398,632,857 398,959,304 391,336,685 1,188,928,846 446,183,473 34% 38% 11.9%A1 - Residential Whole House 214,223,960 217,177,556 217,752,650 649,154,166 258,890,260 33% 40% 20.9%

A1a - Residential New Construction 11,263,402 10,956,570 12,191,498 34,411,471 55,654,985 33% 162% 394.1%A1b - Residential Multi-Family Retrofit 8,740,852 8,954,267 9,298,883 26,994,002 9,456,290 32% 35% 8.2%A1c - Residential Home Energy Services - Measures 181,158,362 185,084,114 186,765,045 553,007,521 180,116,581 33% 33% -0.6%A1d - Residential Home Energy Services - RCS - - - - - A1e - Residential Behavior/Feedback Program 13,061,344 12,182,604 9,497,224 34,741,172 13,662,403 38% 39% 4.6%

A2 - Residential Products 184,408,897 181,781,748 173,584,035 539,774,680 187,293,213 34% 35% 1.6%A2a - Residential Heating & Cooling Equipment 9,136,044 9,181,768 9,322,535 27,640,346 7,507,014 33% 27% -17.8%A2b - Residential Consumer Products 6,980,147 6,992,813 7,112,347 21,085,307 6,754,678 33% 32% -3.2%A2c - Residential Lighting 168,292,707 165,607,167 157,149,152 491,049,026 173,031,522 34% 35% 2.8%

B - Low-Income 57,546,679 57,586,199 58,340,621 173,473,498 43,349,623 33% 25% -24.7%B1 - Low-Income Whole House 57,546,679 57,586,199 58,340,621 173,473,498 43,349,623 33% 25% -24.7%

B1a - Low-Income Single Family Retrofit 36,237,653 37,004,552 37,071,474 110,313,680 29,976,084 33% 27% -17.3%B1b - Low-Income Multi-Family Retrofit 21,309,025 20,581,647 21,269,147 63,159,818 13,373,539 34% 21% -37.2%

C - Commercial & Industrial 436,755,085 455,323,093 486,043,535 1,378,121,712 567,716,306 32% 41% 30.0%C1 - C&I New Construction 125,046,692 138,642,052 149,754,241 413,442,986 94,178,649 30% 23% -24.7%

C1a - C&I New Buildings & Major Renovations 61,000,154 67,120,990 74,160,295 202,281,438 34,403,365 30% 17% -43.6%C1b - C&I Initial Purchase & End of Useful Life 64,046,539 71,521,063 75,593,946 211,161,547 59,775,284 30% 28% -6.7%

C2 - C&I Retrofit 311,708,392 316,681,040 336,289,294 964,678,726 473,537,657 32% 49% 51.9%C2a - C&I Existing Building Retrofit 181,049,980 180,466,768 188,083,778 549,600,526 303,461,637 33% 55% 67.6%C2b - C&I Small Business 60,302,183 60,797,720 61,706,034 182,805,937 78,704,269 33% 43% 30.5%C2c - C&I Multifamily Retrofit 4,080,475 3,946,514 3,882,672 11,909,661 2,836,320 34% 24% -30.5%C2d - C&I Upstream Lighting 66,275,754 71,470,039 82,616,809 220,362,603 88,535,430 30% 40% 33.6%

Grand Total 892,934,621 911,868,595 935,720,840 2,740,524,056 1,057,249,402 33% 39% 18.4%

Notes

Total Benefits (2016$) Variances


Plan year core initiative significant variance explanations are required for: (3) variances between planned and preliminary core initiative total benefits showing a decrease of 15 percent or greater.


2016 Plan Year Report VariancesTotal Resource Benefits (2016$) VariancesNational GridMay 1, 2017

Preliminary EvaluatedPreliminary v Evaluated (%)

A - Residential 401,642,354 313,975,809 -21.8%A1 - Residential Whole House 226,426,025 191,692,060 -15.3%

A1a - Residential New Construction 49,532,887 18,772,706 -62.1%A1b - Residential Multi-Family Retrofit 6,871,289 8,184,056 19.1%A1c - Residential Home Energy Services - Measures 156,359,446 151,072,895 -3.4%A1d - Residential Home Energy Services - RCS - - A1e - Residential Behavior/Feedback Program 13,662,403 13,662,403 0.0%

A2 - Residential Products 175,216,329 122,283,749 -30.2%A2a - Residential Heating & Cooling Equipment 7,155,615 6,930,307 -3.1%A2b - Residential Consumer Products 6,754,678 7,670,841 13.6%A2c - Residential Lighting 161,306,036 107,682,601 -33.2%

B - Low-Income 32,099,101 30,728,034 -4.3%B1 - Low-Income Whole House 32,099,101 30,728,034 -4.3%

B1a - Low-Income Single Family Retrofit 22,620,392 21,648,742 -4.3%B1b - Low-Income Multi-Family Retrofit 9,478,710 9,079,292 -4.2%

C - Commercial & Industrial 486,478,388 484,129,685 -0.5%C1 - C&I New Construction 90,156,266 88,087,629 -2.3%

C1a - C&I New Buildings & Major Renovations 34,385,522 34,213,235 -0.5%C1b - C&I Initial Purchase & End of Useful Life 55,770,744 53,874,394 -3.4%

C2 - C&I Retrofit 396,322,122 396,042,056 -0.1%C2a - C&I Existing Building Retrofit 254,512,844 253,280,039 -0.5%C2b - C&I Small Business 64,614,922 64,614,922 0.0%C2c - C&I Multifamily Retrofit 2,628,524 3,581,264 36.2%C2d - C&I Upstream Lighting 74,565,831 74,565,831 0.0%

Grand Total 920,219,843 828,833,528 -9.9%

NotesPlan year core initiative significant variance explanations are required for: (4) variances between preliminary and evaluated core initiative total resource benefits showing a decrease of 15 percent or greater.

Total Resource Benefits (2016$) Variances

Program2016


Program Administrator Budgets, Plan Year Summary2016 Planned vs. EvaluatedNational GridMay 1, 2017

Program Planning and Administration

Marketing and Advertising

Participant Incentive

Sales, Technical Assistance & Training

Evaluation and Market Research

Total Program Costs

A - Residential 3,749,226 4,783,984 96,983,755 16,829,489 2,881,797 125,228,251 6,732,064 131,960,315 62 2.83 A1 - Residential Whole House 1,956,017 1,492,949 58,026,834 13,331,636 1,946,706 76,754,143 3,496,082 80,250,226 104 2.37

A1a - Residential New Construction 120,170 50,620 2,378,000 416,685 76,112 3,041,588 162,568 3,204,155 1,690 3.34 A1b - Residential Multi-Family Retrofit 259,007 356,799 7,750,000 1,593,541 258,989 10,218,336 81,810 10,300,146 1,022 0.69 A1c - Residential Home Energy Services - Measures 1,349,883 534,659 42,126,796 6,145,185 1,306,995 51,463,519 3,044,843 54,508,361 4,462 2.95 A1d - Residential Home Energy Services - RCS 60,550 523,851 - 5,140,241 147,766 5,872,408 - 5,872,408 - A1e - Residential Behavior/Feedback Program 166,408 27,020 5,772,038 35,983 156,844 6,158,293 206,862 6,365,155 9 2.12

A2 - Residential Products 948,981 1,962,891 30,628,254 2,390,968 935,091 36,866,184 3,235,982 40,102,166 29 4.67 A2a - Residential Heating & Cooling Equipment 143,787 166,226 4,394,310 366,129 131,892 5,202,345 97,389 5,299,734 280 1.67 A2b - Residential Consumer Products 120,612 837,319 1,096,115 1,190,074 81,444 3,325,564 99,453 3,425,018 156 2.10 A2c - Residential Lighting 684,582 959,345 25,137,829 834,765 721,754 28,338,276 3,039,139 31,377,414 23 5.52

A3 - Residential Hard-to-Measure 844,228 1,328,144 8,328,667 1,106,885 - 11,607,924 - 11,607,924 - A3a - Residential Statewide Marketing - 468,358 - - - 468,358 - 468,358 - A3b - Residential Statewide Database 61,510 - - - - 61,510 - 61,510 - A3c - Residential DOER Assessment 468,202 - - - - 468,202 - 468,202 - A3d - Residential EEAC Consultants - - - - - - - - A3e - Residential Sponsorships & Subscriptions 314,515 40,832 - - - 355,347 - 355,347 - A3f - Residential HEAT Loan - 80,954 8,098,890 820,156 - 9,000,000 - 9,000,000 - A3g - Residential Workforce Development - - - 147,177 - 147,177 - 147,177 - A3h - Residential R&D and Demonstration - 20,000 229,777 139,552 - 389,329 - 389,329 - A3i - Residential Education - 718,000 - - - 718,000 - 718,000 -

B - Low-Income 1,410,383 359,381 24,591,503 5,376,202 806,874 32,544,343 874,218 33,418,561 1,834 1.26 B1 - Low-Income Whole House 825,028 196,346 24,591,503 5,376,202 806,874 31,795,953 874,218 32,670,171 1,791 1.29

B1a - Low-Income Single Family Retrofit 435,517 142,306 12,669,662 2,791,167 417,287 16,455,939 589,140 17,045,079 3,165 1.67 B1b - Low-Income Multi-Family Retrofit 389,511 54,040 11,921,841 2,585,036 389,587 15,340,014 285,078 15,625,092 1,222 0.88

B2 - Low-Income Hard-to-Measure 585,355 163,035 - - - 748,390 - 748,390 - B2a - Low-Income Statewide Marketing - 151,239 - - - 151,239 - 151,239 - B2b - Low-Income Statewide Database 17,770 - - - - 17,770 - 17,770 - B2c - Low-Income DOER Assessment 158,766 - - - - 158,766 - 158,766 - B2d - Low-Income Energy Affordability Network 317,960 - - - - 317,960 - 317,960 - B2e - Low-Income Sponsorships & Subscriptions 90,860 11,796 - - - 102,656 - 102,656 -

C - Commercial & Industrial 4,398,343 2,067,659 95,290,368 13,825,270 3,081,633 118,663,272 7,423,817 126,087,090 10,174 3.22 C1 - C&I New Construction 684,047 321,001 20,246,688 3,790,171 617,035 25,658,942 2,308,911 27,967,854 56,546 4.87

C1a - C&I New Buildings & Major Renovations 332,771 291,252 9,135,618 2,810,103 300,172 12,869,915 1,115,588 13,985,503 54,608 4.74 C1b - C&I Initial Purchase & End of Useful Life 351,276 29,749 11,111,070 980,068 316,864 12,789,027 1,193,324 13,982,351 58,641 5.01

C2 - C&I Retrofit 2,557,583 1,068,302 74,893,681 9,749,099 2,464,597 90,733,262 5,114,906 95,848,167 8,094 2.83 C2a - C&I Existing Building Retrofit 1,445,089 697,878 43,306,000 7,177,974 1,218,484 53,845,425 2,800,011 56,645,437 62,479 2.72 C2b - C&I Small Business 663,821 296,339 17,885,181 512,616 497,548 19,855,505 1,021,220 20,876,725 10,756 2.45 C2c - C&I Multifamily Retrofit 178,584 74,085 5,000,000 1,471,033 161,089 6,884,791 17,613 6,902,403 34,424 0.46 C2d - C&I Upstream Lighting 270,089 - 8,702,500 587,476 587,476 10,147,541 1,276,062 11,423,602 1,222 5.77

C3 - C&I Hard-to-Measure 1,156,712 678,356 150,000 286,000 - 2,271,068 - 2,271,068 - C3a - C&I Statewide Marketing - 510,246 - - - 510,246 - 510,246 - C3b - C&I Statewide Database 57,409 - - - - 57,409 - 57,409 - C3c - C&I DOER Assessment 805,755 - - - - 805,755 - 805,755 - C3d - C&I EEAC Consultants - - - - - - - - C3e - C&I Sponsorships & Subscriptions 293,548 38,110 - - - 331,658 - 331,658 - C3f - C&I Workforce Development - - - 70,000 - 70,000 - 70,000 - C3g - C&I R&D and Demonstration - 130,000 150,000 216,000 - 496,000 - 496,000 -

Grand Total 9,557,952 7,211,023 216,865,626 36,030,961 6,770,304 276,435,867 15,030,099 291,465,966 136 2.81

2016 Planned Program Administrator Budget

ProgramProgram Costs

Performance Incentive

Total Program Administrator Budget

Program Cost per Participant

Resource Benefit per Program Cost








Total Program Costs

A - Residential 3,177,730 4,888,288 85,092,182 15,463,318 2,607,138 111,228,657 6,118,799 117,347,456 53 2.82 A1 - Residential Whole House 1,717,537 1,764,912 54,884,429 12,678,628 883,610 71,929,116 3,909,603 75,838,719 98 2.67

A1a - Residential New Construction 108,735 9,494 4,110,545 536,703 230,505 4,995,982 339,617 5,335,599 1,286 3.76 A1b - Residential Multi-Family Retrofit 200,168 365,152 10,317,476 2,241,667 126,588 13,251,051 112,703 13,363,755 745 0.62 A1c - Residential Home Energy Services - Measures 1,035,145 636,451 34,617,291 4,476,525 407,656 41,173,069 3,233,713 44,406,782 3,975 3.67 A1d - Residential Home Energy Services - RCS 223,919 642,733 67,078 5,415,255 43,269 6,392,254 - 6,392,254 - A1e - Residential Behavior/Feedback Program 149,569 111,082 5,772,038 8,479 75,591 6,116,760 223,570 6,340,330 9 2.23

A2 - Residential Products 738,814 1,807,973 23,680,596 1,879,160 1,696,890 29,803,434 2,209,196 32,012,630 22 4.10 A2a - Residential Heating & Cooling Equipment 129,535 178,265 3,809,258 463,807 363,999 4,944,865 76,835 5,021,700 823 1.40 A2b - Residential Consumer Products 144,151 749,793 1,318,328 753,701 27,865 2,993,837 127,393 3,121,230 241 2.56 A2c - Residential Lighting 465,128 879,915 18,553,010 661,652 1,305,027 21,864,732 2,004,968 23,869,700 16 4.92

A3 - Residential Hard-to-Measure 721,378 1,315,403 6,527,158 905,529 26,638 9,496,107 - 9,496,107 - A3a - Residential Statewide Marketing - 488,440 - - 6,957 495,397 - 495,397 - A3b - Residential Statewide Database 11,665 - - - - 11,665 - 11,665 - A3c - Residential DOER Assessment 694,126 - - - - 694,126 - 694,126 - A3d - Residential EEAC Consultants - - - - - - - - A3e - Residential Sponsorships & Subscriptions 5,560 - - - - 5,560 - 5,560 - A3f - Residential HEAT Loan 8,403 129,285 6,521,354 803,624 - 7,462,665 - 7,462,665 - A3g - Residential Workforce Development - - - 36,247 - 36,247 - 36,247 - A3h - Residential R&D and Demonstration 1,625 - 5,804 65,658 19,681 92,768 - 92,768 - A3i - Residential Education (0) 697,679 - - - 697,679 - 697,679 -

B - Low-Income 979,568 301,401 21,542,505 4,131,589 247,393 27,202,456 802,565 28,005,021 1,965 1.13 B1 - Low-Income Whole House 661,461 156,253 21,542,505 4,131,589 247,393 26,739,202 802,565 27,541,767 1,932 1.15


B2 - Low-Income Hard-to-Measure 318,107 145,148 - - - 463,254 - 463,254 - B2a - Low-Income Statewide Marketing - 145,148 - - - 145,148 - 145,148 - B2b - Low-Income Statewide Database 901 - - - - 901 - 901 - B2c - Low-Income DOER Assessment 176,329 - - - - 176,329 - 176,329 - B2d - Low-Income Energy Affordability Network 139,991 - - - - 139,991 - 139,991 - B2e - Low-Income Sponsorships & Subscriptions 885 - - - - 885 - 885 -


C1a - C&I New Buildings & Major Renovations 302,900 356,488 3,804,436 2,275,848 314,473 7,054,146 687,216 7,741,362 27,663 4.85 C1b - C&I Initial Purchase & End of Useful Life 273,085 69,187 9,512,907 1,691,733 173,196 11,720,107 1,062,425 12,782,532 16,815 4.60

C2 - C&I Retrofit 2,512,396 1,146,766 90,247,520 10,420,982 1,251,705 105,579,369 8,085,773 113,665,142 7,964 3.75 C2a - C&I Existing Building Retrofit 1,499,274 735,061 54,738,432 8,705,398 620,471 66,298,636 4,968,667 71,267,303 49,999 3.82 C2b - C&I Small Business 652,869 345,575 20,846,210 274,578 251,337 22,370,569 1,355,213 23,725,781 13,436 2.89 C2c - C&I Multifamily Retrofit 151,293 66,129 6,150,053 1,162,875 78,627 7,608,977 39,767 7,648,743 12,040 0.47 C2d - C&I Upstream Lighting 208,961 - 8,512,825 278,132 301,270 9,301,188 1,722,126 11,023,315 965 8.02

C3 - C&I Hard-to-Measure 670,137 495,468 - 164,640 - 1,330,245 - 1,330,245 - C3a - C&I Statewide Marketing - 495,468 - - - 495,468 - 495,468 - C3b - C&I Statewide Database 14,575 - - - - 14,575 - 14,575 - C3c - C&I DOER Assessment 648,410 - - - - 648,410 - 648,410 - C3d - C&I EEAC Consultants - - - - - - - - C3e - C&I Sponsorships & Subscriptions 5,881 - - 60,826 - 66,707 - 66,707 - C3f - C&I Workforce Development - - - 65,599 - 65,599 - 65,599 - C3g - C&I R&D and Demonstration 1,271 - - 38,215 - 39,486 - 39,486 -

Grand Total 7,915,817 7,257,598 210,199,550 34,148,110 4,593,905 264,114,980 16,756,778 280,871,758 124 3.14

2016 Evaluated Program Administrator Budget













Total Program Costs

A - Residential -15% 2% -12% -8% -10% -11% -9% -11% -15% 0%A1 - Residential Whole House -12% 18% -5% -5% -55% -6% 12% -5% -6% 12%

A1a - Residential New Construction -10% -81% 73% 29% 203% 64% 109% 67% -24% 12%A1b - Residential Multi-Family Retrofit -23% 2% 33% 41% -51% 30% 38% 30% -27% -11%A1c - Residential Home Energy Services - Measures -23% 19% -18% -27% -69% -20% 6% -19% -11% 24%A1d - Residential Home Energy Services - RCS 270% 23% 5% -71% 9% 9%A1e - Residential Behavior/Feedback Program -10% 311% 0% -76% -52% -1% 8% 0% 1% 5%

A2 - Residential Products -22% -8% -23% -21% 81% -19% -32% -20% -25% -12%A2a - Residential Heating & Cooling Equipment -10% 7% -13% 27% 176% -5% -21% -5% 194% -16%A2b - Residential Consumer Products 20% -10% 20% -37% -66% -10% 28% -9% 55% 22%A2c - Residential Lighting -32% -8% -26% -21% 81% -23% -34% -24% -30% -11%

A3 - Residential Hard-to-Measure -15% -1% -22% -18% -18% -18%A3a - Residential Statewide Marketing 4% 6% 6%A3b - Residential Statewide Database -81% -81% -81%A3c - Residential DOER Assessment 48% 48% 48%A3d - Residential EEAC ConsultantsA3e - Residential Sponsorships & Subscriptions -98% -100% -98% -98%A3f - Residential HEAT Loan 60% -19% -2% -17% -17%A3g - Residential Workforce Development -75% -75% -75%A3h - Residential R&D and Demonstration -100% -97% -53% -76% -76%A3i - Residential Education -3% -3% -3%

B - Low-Income -31% -16% -12% -23% -69% -16% -8% -16% 7% -11%B1 - Low-Income Whole House -20% -20% -12% -23% -69% -16% -8% -16% 8% -11%

B1a - Low-Income Single Family Retrofit -19% -16% -9% -27% -69% -14% 13% -13% -27% -9%B1b - Low-Income Multi-Family Retrofit -21% -31% -16% -19% -69% -18% -51% -19% 34% -18%

B2 - Low-Income Hard-to-Measure -46% -11% -38% -38%B2a - Low-Income Statewide Marketing -4% -4% -4%B2b - Low-Income Statewide Database -95% -95% -95%B2c - Low-Income DOER Assessment 11% 11% 11%B2d - Low-Income Energy Affordability Network -56% -56% -56%B2e - Low-Income Sponsorships & Subscriptions -99% -100% -99% -99%

C - Commercial & Industrial -15% 0% 9% 5% -44% 6% 32% 7% -13% 20%C1 - C&I New Construction -16% 33% -34% 5% -21% -27% -24% -27% -65% -4%

C1a - C&I New Buildings & Major Renovations -9% 22% -58% -19% 5% -45% -38% -45% -49% 2%C1b - C&I Initial Purchase & End of Useful Life -22% 133% -14% 73% -45% -8% -11% -9% -71% -8%

C2 - C&I Retrofit -2% 7% 21% 7% -49% 16% 58% 19% -2% 32%C2a - C&I Existing Building Retrofit 4% 5% 26% 21% -49% 23% 77% 26% -20% 40%C2b - C&I Small Business -2% 17% 17% -46% -49% 13% 33% 14% 25% 18%C2c - C&I Multifamily Retrofit -15% -11% 23% -21% -51% 11% 126% 11% -65% 2%C2d - C&I Upstream Lighting -23% -2% -53% -49% -8% 35% -4% -21% 39%

C3 - C&I Hard-to-Measure -42% -27% -100% -42% -41% -41%C3a - C&I Statewide Marketing -3% -3% -3%C3b - C&I Statewide Database -75% -75% -75%C3c - C&I DOER Assessment -20% -20% -20%C3d - C&I EEAC ConsultantsC3e - C&I Sponsorships & Subscriptions -98% -100% -80% -80%C3f - C&I Workforce Development -6% -6% -6%C3g - C&I R&D and Demonstration -100% -100% -82% -92% -92%

Grand Total -17% 1% -3% -5% -32% -4% 11% -4% -9% 12%

Notes• Where not otherwise indicated, budgets for each year are represented in nominal dollars (2016$, 2017$, 2018$)• Refer to common definitions for allocation of costs.• EEAC Consultant fees on the electric side do not get paid out of the Program Administrators' budgets, but are instead paid by the DOER out of the RGGI proceeds• The budgets in the above tables do not include costs associated with the Program Administrator's demand response activities• The plan year variances provided above are intended to indicate the Program Administrator's performance in the plan year only. The variances used to determine significant variances are provided separately. The variances above and the significant variances use different calculations to determine variances on an annual basis and over the three-year term, respectively.

2016 Planned v. Evaluated Program Administrator Budget Variances (%)







Program Administrator Budgets, Three-Year Total2016-2018 Program Administrator BudgetNational GridMay 1, 2017






Total Program Costs

A - Residential 3,177,730 4,888,288 85,092,182 15,463,318 2,607,138 111,228,657 6,118,799 117,347,456 53 2.82 A1 - Residential Whole House 1,717,537 1,764,912 54,884,429 12,678,628 883,610 71,929,116 3,909,603 75,838,719 98 2.67

A1a - Residential New Construction 108,735 9,494 4,110,545 536,703 230,505 4,995,982 339,617 5,335,599 1,286 3.76 A1b - Residential Multi-Family Retrofit 200,168 365,152 10,317,476 2,241,667 126,588 13,251,051 112,703 13,363,755 745 0.62 A1c - Residential Home Energy Services - Measures 1,035,145 636,451 34,617,291 4,476,525 407,656 41,173,069 3,233,713 44,406,782 3,975 3.67 A1d - Residential Home Energy Services - RCS 223,919 642,733 67,078 5,415,255 43,269 6,392,254 - 6,392,254 - A1e - Residential Behavior/Feedback Program 149,569 111,082 5,772,038 8,479 75,591 6,116,760 223,570 6,340,330 9 2.23

A2 - Residential Products 738,814 1,807,973 23,680,596 1,879,160 1,696,890 29,803,434 2,209,196 32,012,630 22 4.10 A2a - Residential Heating & Cooling Equipment 129,535 178,265 3,809,258 463,807 363,999 4,944,865 76,835 5,021,700 823 1.40 A2b - Residential Consumer Products 144,151 749,793 1,318,328 753,701 27,865 2,993,837 127,393 3,121,230 241 2.56 A2c - Residential Lighting 465,128 879,915 18,553,010 661,652 1,305,027 21,864,732 2,004,968 23,869,700 16 4.92

A3 - Residential Hard-to-Measure 721,378 1,315,403 6,527,158 905,529 26,638 9,496,107 - 9,496,107 - A3a - Residential Statewide Marketing - 488,440 - - 6,957 495,397 - 495,397 - A3b - Residential Statewide Database 11,665 - - - - 11,665 - 11,665 - A3c - Residential DOER Assessment 694,126 - - - - 694,126 - 694,126 - A3d - Residential EEAC Consultants - - - - - - - - A3e - Residential Sponsorships & Subscriptions 5,560 - - - - 5,560 - 5,560 - A3f - Residential HEAT Loan 8,403 129,285 6,521,354 803,624 - 7,462,665 - 7,462,665 - A3g - Residential Workforce Development - - - 36,247 - 36,247 - 36,247 - A3h - Residential R&D and Demonstration 1,625 - 5,804 65,658 19,681 92,768 - 92,768 - A3i - Residential Education (0) 697,679 - - - 697,679 - 697,679 -

B - Low-Income 979,568 301,401 21,542,505 4,131,589 247,393 27,202,456 802,565 28,005,021 1,965 1.13 B1 - Low-Income Whole House 661,461 156,253 21,542,505 4,131,589 247,393 26,739,202 802,565 27,541,767 1,932 1.15


B2 - Low-Income Hard-to-Measure 318,107 145,148 - - - 463,254 - 463,254 - B2a - Low-Income Statewide Marketing - 145,148 - - - 145,148 - 145,148 - B2b - Low-Income Statewide Database 901 - - - - 901 - 901 - B2c - Low-Income DOER Assessment 176,329 - - - - 176,329 - 176,329 - B2d - Low-Income Energy Affordability Network 139,991 - - - - 139,991 - 139,991 - B2e - Low-Income Sponsorships & Subscriptions 885 - - - - 885 - 885 -


C1a - C&I New Buildings & Major Renovations 302,900 356,488 3,804,436 2,275,848 314,473 7,054,146 687,216 7,741,362 27,663 4.85 C1b - C&I Initial Purchase & End of Useful Life 273,085 69,187 9,512,907 1,691,733 173,196 11,720,107 1,062,425 12,782,532 16,815 4.60

C2 - C&I Retrofit 2,512,396 1,146,766 90,247,520 10,420,982 1,251,705 105,579,369 8,085,773 113,665,142 7,964 3.75 C2a - C&I Existing Building Retrofit 1,499,274 735,061 54,738,432 8,705,398 620,471 66,298,636 4,968,667 71,267,303 49,999 3.82 C2b - C&I Small Business 652,869 345,575 20,846,210 274,578 251,337 22,370,569 1,355,213 23,725,781 13,436 2.89 C2c - C&I Multifamily Retrofit 151,293 66,129 6,150,053 1,162,875 78,627 7,608,977 39,767 7,648,743 12,040 0.47 C2d - C&I Upstream Lighting 208,961 - 8,512,825 278,132 301,270 9,301,188 1,722,126 11,023,315 965 8.02

C3 - C&I Hard-to-Measure 670,137 495,468 - 164,640 - 1,330,245 - 1,330,245 - C3a - C&I Statewide Marketing - 495,468 - - - 495,468 - 495,468 - C3b - C&I Statewide Database 14,575 - - - - 14,575 - 14,575 - C3c - C&I DOER Assessment 648,410 - - - - 648,410 - 648,410 - C3d - C&I EEAC Consultants - - - - - - - - C3e - C&I Sponsorships & Subscriptions 5,881 - - 60,826 - 66,707 - 66,707 - C3f - C&I Workforce Development - - - 65,599 - 65,599 - 65,599 - C3g - C&I R&D and Demonstration 1,271 - - 38,215 - 39,486 - 39,486 -

Grand Total 7,915,817 7,257,598 210,199,550 34,148,110 4,593,905 264,114,980 16,756,778 280,871,758 124 3.14

2016 Evaluated Program Administrator Budget













Total Program Costs



A2 - Residential Products 904,864 2,078,534 33,128,571 2,514,895 1,000,040 39,626,904 3,277,705 42,904,610 31 4.27 A2a - Residential Heating & Cooling Equipment 134,694 222,067 4,500,554 449,208 137,510 5,444,032 100,472 5,544,504 289 1.60 A2b - Residential Consumer Products 125,132 840,448 1,116,936 1,214,082 82,266 3,378,864 102,567 3,481,431 156 2.07 A2c - Residential Lighting 645,038 1,016,019 27,511,082 851,605 780,264 30,804,008 3,074,667 33,878,675 25 4.99






C1a - C&I New Buildings & Major Renovations 336,597 281,243 10,364,289 2,974,983 313,416 14,270,528 1,261,927 15,532,455 54,031 4.70 C1b - C&I Initial Purchase & End of Useful Life 366,262 12,608 12,331,134 1,051,487 347,353 14,108,844 1,373,645 15,482,490 58,621 5.07

C2 - C&I Retrofit 2,609,590 1,063,053 73,191,456 10,270,953 2,077,219 89,212,271 5,402,500 94,614,771 6,728 2.91 C2a - C&I Existing Building Retrofit 1,414,903 690,154 42,628,000 7,623,904 1,202,871 53,559,832 2,888,137 56,447,969 62,644 2.73 C2b - C&I Small Business 776,653 298,319 18,257,656 547,375 505,756 20,385,760 1,058,271 21,444,031 10,814 2.40 C2c - C&I Multifamily Retrofit 178,332 74,580 5,142,800 1,513,793 164,721 7,074,225 14,980 7,089,206 35,371 0.43 C2d - C&I Upstream Lighting 239,701 - 7,163,000 585,882 203,871 8,192,454 1,441,111 9,633,565 794 7.46


Grand Total 9,546,291 7,556,365 223,717,440 37,354,169 6,579,674 284,753,940 15,821,551 300,575,491 140 2.78














Total Program Costs



A2 - Residential Products 935,500 2,009,974 33,153,294 2,666,072 989,015 39,753,854 3,221,879 42,975,733 32 4.07 A2a - Residential Heating & Cooling Equipment 140,176 212,964 4,612,284 558,691 140,873 5,664,988 106,001 5,770,989 296 1.56 A2b - Residential Consumer Products 139,057 832,341 1,135,745 1,238,587 81,967 3,427,697 108,193 3,535,891 155 2.07 A2c - Residential Lighting 656,267 964,668 27,405,266 868,794 766,174 30,661,169 3,007,684 33,668,853 26 4.76







C2 - C&I Retrofit 2,480,776 1,082,810 70,919,888 10,893,747 2,002,990 87,380,211 5,959,326 93,339,538 6,543 3.23 C2a - C&I Existing Building Retrofit 1,252,547 704,880 40,080,000 8,136,720 1,131,243 51,305,390 3,091,759 54,397,149 61,911 3.06 C2b - C&I Small Business 848,487 302,344 18,638,004 585,116 509,290 20,883,240 1,106,451 21,989,692 10,849 2.37 C2c - C&I Multifamily Retrofit 163,457 75,586 5,289,884 1,557,840 166,844 7,253,611 13,939 7,267,550 36,268 0.41 C2d - C&I Upstream Lighting 216,285 - 6,912,000 614,071 195,613 7,937,969 1,747,178 9,685,147 763 9.25


Grand Total 9,684,116 7,342,010 226,585,135 38,602,126 6,589,598 288,802,986 16,749,572 305,552,558 144 2.84














Total Program Costs


A1a - Residential New Construction 404,524 122,573 8,916,956 1,388,972 383,100 11,216,124 695,569 11,911,694 1,498 3.55 A1b - Residential Multi-Family Retrofit 687,116 1,090,109 26,679,541 5,604,818 665,015 34,726,600 296,874 35,023,473 897 0.66 A1c - Residential Home Energy Services - Measures 3,934,494 1,746,524 126,571,763 17,280,677 3,198,699 152,732,158 9,658,183 162,390,341 4,472 3.03 A1d - Residential Home Energy Services - RCS 350,523 1,729,591 67,078 16,205,207 348,991 18,701,390 - 18,701,390 - A1e - Residential Behavior/Feedback Program 456,990 165,300 17,317,222 95,552 386,388 18,421,452 561,659 18,983,111 9 1.92

A2 - Residential Products 2,579,178 5,896,481 89,962,462 7,060,127 3,685,945 109,184,192 8,708,780 117,892,973 28 4.15 A2a - Residential Heating & Cooling Equipment 404,405 613,296 12,922,096 1,471,706 642,382 16,053,885 283,308 16,337,193 365 1.52 A2b - Residential Consumer Products 408,340 2,422,583 3,571,008 3,206,370 192,098 9,800,399 338,153 10,138,552 174 2.22 A2c - Residential Lighting 1,766,433 2,860,602 73,469,358 2,382,051 2,851,465 83,329,909 8,087,319 91,417,228 22 4.89

A3 - Residential Hard-to-Measure 2,427,779 4,169,042 23,336,435 3,128,828 26,638 33,088,722 - 33,088,722 - A3a - Residential Statewide Marketing - 1,425,981 - - 6,957 1,432,939 - 1,432,939 - A3b - Residential Statewide Database 134,685 - - - - 134,685 - 134,685 - A3c - Residential DOER Assessment 1,630,530 - - - - 1,630,530 - 1,630,530 - A3d - Residential EEAC Consultants - - - - - - - - A3e - Residential Sponsorships & Subscriptions 652,535 83,993 - - - 736,529 - 736,529 - A3f - Residential HEAT Loan 8,403 291,193 22,719,134 2,443,936 - 25,462,665 - 25,462,665 - A3g - Residential Workforce Development - - - 330,601 - 330,601 - 330,601 - A3h - Residential R&D and Demonstration 1,625 63,195 617,301 354,291 19,681 1,056,094 - 1,056,094 - A3i - Residential Education (0) 2,304,679 - - - 2,304,679 - 2,304,679 -

B - Low-Income 3,750,959 1,051,954 71,517,169 14,847,288 1,863,427 93,030,797 2,656,195 95,686,992 1,885 1.22 B1 - Low-Income Whole House 2,249,701 579,237 71,517,169 14,847,288 1,863,427 91,056,822 2,656,195 93,713,018 1,845 1.25

B1a - Low-Income Single Family Retrofit 1,227,635 433,714 37,672,597 7,576,638 973,419 47,884,004 1,928,588 49,812,592 2,890 1.63 B1b - Low-Income Multi-Family Retrofit 1,022,066 145,523 33,844,572 7,270,650 890,008 43,172,818 727,607 43,900,426 1,317 0.82

B2 - Low-Income Hard-to-Measure 1,501,258 472,716 - - - 1,973,975 - 1,973,975 - B2a - Low-Income Statewide Marketing - 448,452 - - - 448,452 - 448,452 - B2b - Low-Income Statewide Database 36,441 - - - - 36,441 - 36,441 - B2c - Low-Income DOER Assessment 493,861 - - - - 493,861 - 493,861 - B2d - Low-Income Energy Affordability Network 783,167 - - - - 783,167 - 783,167 - B2e - Low-Income Sponsorships & Subscriptions 187,789 24,265 - - - 212,054 - 212,054 -

C - Commercial & Industrial 12,554,660 6,184,400 296,133,500 44,492,937 7,204,975 366,570,472 26,750,639 393,321,111 8,753 3.59 C1 - C&I New Construction 1,951,588 1,035,766 61,469,636 12,280,614 1,873,062 78,610,666 7,303,040 85,913,706 39,192 4.79


C2 - C&I Retrofit 7,602,762 3,292,629 234,358,864 31,585,683 5,331,913 282,171,851 19,447,599 301,619,450 7,077 3.32 C2a - C&I Existing Building Retrofit 4,166,725 2,130,095 137,446,432 24,466,022 2,954,584 171,163,858 10,948,563 182,112,421 56,871 3.25 C2b - C&I Small Business 2,278,009 946,239 57,741,869 1,407,069 1,266,382 63,639,569 3,519,935 67,159,504 11,624 2.56 C2c - C&I Multifamily Retrofit 493,081 216,295 16,582,737 4,234,507 410,192 21,936,814 68,685 22,005,499 21,257 0.44 C2d - C&I Upstream Lighting 664,947 - 22,587,825 1,478,085 700,754 25,431,611 4,910,415 30,342,027 838 8.22

C3 - C&I Hard-to-Measure 3,000,310 1,856,005 305,000 626,640 - 5,787,954 - 5,787,954 - C3a - C&I Statewide Marketing - 1,517,611 - - - 1,517,611 - 1,517,611 - C3b - C&I Statewide Database 129,394 - - - - 129,394 - 129,394 - C3c - C&I DOER Assessment 2,259,919 - - - - 2,259,919 - 2,259,919 - C3d - C&I EEAC Consultants - - - - - - - - C3e - C&I Sponsorships & Subscriptions 609,725 78,394 - 60,826 - 748,945 - 748,945 - C3f - C&I Workforce Development - - - 205,599 - 205,599 - 205,599 - C3g - C&I R&D and Demonstration 1,271 260,000 305,000 360,215 - 926,486 - 926,486 -

Grand Total 27,146,224 22,155,973 660,502,126 110,104,406 17,763,177 837,671,906 49,327,901 886,999,807 136 2.92

Notes• Where not otherwise indicated, budgets for each year are represented in nominal dollars (2016$, 2017$, 2018$)• Refer to common definitions for allocation of costs.• EEAC Consultant fees on the electric side do not get paid out of the Program Administrators' budgets, but are instead paid by the DOER out of the RGGI proceeds• The budgets in the above tables do not include costs associated with the Program Administrator's demand response activities

2016-2018 Program Administrator Budget







Program Administrator Budgets, Plan Year SummaryDemand ResponseNational GridMay 1, 2017

SectorProgram Planning and

AdministrationMarketing and

AdvertisingParticipant Incentive



Total Program Costs

A - Residential 187,375$ 210,000$ 596,282$ 1,778,956$ 110,904$ 2,883,517$ B - Low-Income -$ -$ -$ -$ -$ -$ C - Commercial & Industrial 198,104$ 31,500$ 99,750$ 642,664$ 38,881$ 1,010,899$ Grand Total 385,478$ 241,500$ 696,032$ 2,421,620$ 149,785$ 3,894,415$






Total Program Costs

A - Residential 206,503$ 224,063$ 67,235$ 242,263$ 170,044$ 910,108$ B - Low-Income -$ C - Commercial & Industrial 50,852$ 3,525$ -$ 64,790$ 7,311$ 126,478$ Grand Total 257,355$ 227,588$ 67,235$ 307,053$ 177,355$ 1,036,586$






Total Program Costs

A - Residential 10% 7% -89% -86% 53% -68%B - Low-IncomeC - Commercial & Industrial -74% -89% -100% -90% -81% -87%Grand Total -33% -6% -90% -87% 18% -73%

2016 Planned Demand Response Budget

2016 Actual Demand Response Budget

2016 Planned v. Actual Demand Response Budget Variances (%)


Program Savings, Plan Year Summary2016 Planned vs. EvaluatedNational GridMay 1, 2017

Summer Winter Annual Lifetime Annual Lifetime Annual Lifetime Annual Lifetime Annual LifetimeA - Residential 2,009,604 45,485 59,660 344,163 2,435,610 (2,191,543) (19,370,623) 110,711 3,207,694 (17,813) 19,321 41,752,635 356,403,118

A1 - Residential Whole House 735,511 21,138 28,571 136,596 586,670 1,536 23,040 243,714 4,378,225 16,336 320,170 40,689,838 348,963,539 A1a - Residential New Construction 1,800 787 447 2,899 38,884 1,536 23,040 186 4,618 4,982 123,216 - - A1b - Residential Multi-Family Retrofit 10,000 443 1,444 5,297 50,757 - - 4,510 74,391 - - 2,111,579 14,781,055 A1c - Residential Home Energy Services - Measures 11,535 6,816 8,744 44,472 413,101 - - 239,018 4,299,217 11,353 196,954 38,578,259 334,182,483 A1d - Residential Home Energy Services - RCS - - - - - - - - - - - - - A1e - Residential Behavior/Feedback Program 712,176 13,093 17,936 83,928 83,928 - - - - - - - -

A2 - Residential Products 1,274,094 24,347 31,090 207,566 1,848,941 (2,193,079) (19,393,663) (133,002) (1,170,531) (34,148) (300,849) 1,062,797 7,439,579 A2a - Residential Heating & Cooling Equipment 18,565 678 1,152 5,740 75,387 (9,247) (166,450) - - - - - - A2b - Residential Consumer Products 21,326 1,002 794 6,808 57,232 4,272 29,907 - - 175 1,223 1,062,797 7,439,579 A2c - Residential Lighting 1,234,203 22,667 29,143 195,018 1,716,321 (2,188,104) (19,257,120) (133,002) (1,170,531) (34,323) (302,072) - -

B - Low-Income 17,749 2,396 4,432 20,968 188,220 317 2,220 45,714 903,611 19 135 3,098,484 21,689,388 B1 - Low-Income Whole House 17,749 2,396 4,432 20,968 188,220 317 2,220 45,714 903,611 19 135 3,098,484 21,689,388

B1a - Low-Income Single Family Retrofit 5,200 1,364 1,406 8,336 79,345 317 2,220 41,428 820,415 19 135 803,143 5,621,998 B1b - Low-Income Multi-Family Retrofit 12,549 1,031 3,026 12,632 108,875 - - 4,286 83,196 - - 2,295,341 16,067,390

C - Commercial & Industrial 11,664 46,077 40,023 275,912 3,043,259 (698,868) (9,288,229) (60,630) (388,694) - - 6,433,001 77,619,433 C1 - C&I New Construction 454 11,857 10,071 52,002 826,697 148,393 2,589,002 (2,802) (41,141) - - - -

C1a - C&I New Buildings & Major Renovations 236 4,753 3,647 28,832 466,106 71,692 1,272,344 (3,065) (45,614) - - - - C1b - C&I Initial Purchase & End of Useful Life 218 7,104 6,424 23,170 360,590 76,702 1,316,658 263 4,473 - - - -

C2 - C&I Retrofit 11,210 34,220 29,952 223,910 2,216,562 (847,261) (11,877,231) (57,828) (347,553) - - 6,433,001 77,619,433 C2a - C&I Existing Building Retrofit 862 13,639 12,496 101,735 1,285,057 (385,783) (8,411,748) 233 (10,323) - - 6,433,001 77,619,433 C2b - C&I Small Business 1,846 6,545 6,273 39,684 401,954 (163,503) (1,635,027) (1,849) (18,492) - - - - C2c - C&I Multifamily Retrofit 200 241 1,306 4,447 29,673 (20,898) (128,313) (2,362) 11,662 - - - - C2d - C&I Upstream Lighting 8,302 13,796 9,877 78,044 499,878 (277,078) (1,702,143) (53,850) (330,400) - - - -

Grand Total 2,039,017 93,958 104,116 641,043 5,667,089 (2,890,094) (28,656,632) 95,795 3,722,612 (17,793) 19,456 51,284,120 455,711,938

Summer Winter Annual Lifetime Annual Lifetime Annual Lifetime Annual Lifetime Annual LifetimeA - Residential 2,108,221 52,600 61,150 370,679 2,141,226 (2,696,588) (16,860,963) (24,851) 2,390,776 18,596 536,388 38,680,839 273,391,968

A1 - Residential Whole House 733,931 23,115 32,067 160,281 752,041 31,255 578,014 214,742 3,913,441 30,715 614,096 36,283,629 256,611,498 A1a - Residential New Construction 3,885 1,459 1,274 6,208 66,075 13,946 276,479 259 7,965 13,859 325,988 - - A1b - Residential Multi-Family Retrofit 17,784 765 1,965 8,064 68,472 - - 1,281 26,586 - - 4,324,844 30,273,908 A1c - Residential Home Energy Services - Measures 10,357 7,393 10,336 57,953 529,438 17,309 301,536 213,202 3,878,891 16,856 288,108 31,958,785 226,337,590 A1d - Residential Home Energy Services - RCS - - - - - - - - - - - - - A1e - Residential Behavior/Feedback Program 701,905 13,499 18,492 88,056 88,056 - - - - - - - -

A2 - Residential Products 1,374,290 29,485 29,083 210,397 1,389,185 (2,727,843) (17,438,977) (239,593) (1,522,665) (12,119) (77,709) 2,397,210 16,780,470 A2a - Residential Heating & Cooling Equipment 6,005 503 748 4,442 62,651 (10,906) (189,958) (397) (3,965) (56) (555) - - A2b - Residential Consumer Products 12,415 1,637 1,080 5,668 48,668 3,915 27,408 436 3,051 384 2,690 2,397,210 16,780,470 A2c - Residential Lighting 1,355,870 27,345 27,254 200,287 1,277,866 (2,720,853) (17,276,427) (239,632) (1,521,751) (12,448) (79,844) - -

B - Low-Income 13,843 2,136 3,556 16,028 141,256 82 574 32,274 636,942 268 4,959 1,107,649 7,753,543 B1 - Low-Income Whole House 13,843 2,136 3,556 16,028 141,256 82 574 32,274 636,942 268 4,959 1,107,649 7,753,543

B1a - Low-Income Single Family Retrofit 6,168 1,150 1,117 6,740 62,651 82 574 32,274 636,942 268 4,959 173,478 1,214,346 B1b - Low-Income Multi-Family Retrofit 7,675 987 2,439 9,288 78,605 - - - - - - 934,171 6,539,197

C - Commercial & Industrial 14,209 55,007 51,375 358,422 4,110,999 (1,160,405) (14,199,606) (98,722) (825,035) - - 2,559,658 27,800,446 C1 - C&I New Construction 952 7,011 6,201 45,294 702,533 (26,182) (330,488) (7,948) (114,450) - - 886,630 6,488,157

C1a - C&I New Buildings & Major Renovations 255 2,876 2,595 18,421 274,073 (4,482) (30,657) (4,033) (57,429) - - 582,460 4,208,685 C1b - C&I Initial Purchase & End of Useful Life 697 4,134 3,606 26,873 428,460 (21,700) (299,831) (3,916) (57,020) - - 304,170 2,279,472

C2 - C&I Retrofit 13,257 47,996 45,174 313,129 3,408,466 (1,134,223) (13,869,118) (90,774) (710,585) - - 1,673,028 21,312,289 C2a - C&I Existing Building Retrofit 1,326 21,413 22,844 166,419 2,231,417 (548,846) (9,372,833) (18,410) (234,961) - - 1,600,182 20,802,366 C2b - C&I Small Business 1,665 8,961 8,181 43,561 491,819 (220,734) (2,125,629) (2,462) (23,700) - - - - C2c - C&I Multifamily Retrofit 632 237 1,464 5,018 35,971 - - 289 5,143 - - 72,846 509,922 C2d - C&I Upstream Lighting 9,634 17,384 12,685 98,131 649,259 (364,643) (2,370,657) (70,191) (457,067) - - - -

Grand Total 2,136,273 109,743 116,081 745,129 6,393,481 (3,856,911) (31,059,995) (91,299) 2,202,683 18,863 541,347 42,348,146 308,945,956

Energy (MWh) (Therms) Oil (MMBTU)

2016 Evaluated Net Savings

Propane (MMBTU) Water (Gallons)Program # of ParticipantsElectric Savings Natural Gas Savings Deliverable Fuel Savings

Other SavingsPropane (MMBTU) Water (Gallons)

2016 Planned Net Savings

Other Savings

Program # of ParticipantsElectric Savings Natural Gas Savings

Annual Capacity (kW) Energy (MWh) (Therms) Oil (MMBTU)Deliverable Fuel Savings

Annual Capacity (kW)


Program Savings, Plan Year Summary2016 Planned vs. EvaluatedNational GridMay 1, 2017

Summer Winter Annual Lifetime Annual Lifetime Annual Lifetime Annual Lifetime Annual LifetimeA - Residential 5% 16% 2% 8% -12% 23% -13% -122% -25% -204% 2676% -7% -23%

A1 - Residential Whole House 0% 9% 12% 17% 28% 1935% 2409% -12% -11% 88% 92% -11% -26%A1a - Residential New Construction 116% 85% 185% 114% 70% 808% 1100% 39% 72% 178% 165%A1b - Residential Multi-Family Retrofit 78% 73% 36% 52% 35% -72% -64% 105% 105%A1c - Residential Home Energy Services - Measures -10% 8% 18% 30% 28% -11% -10% 48% 46% -17% -32%A1d - Residential Home Energy Services - RCSA1e - Residential Behavior/Feedback Program -1% 3% 3% 5% 5%

A2 - Residential Products 8% 21% -6% 1% -25% 24% -10% 80% 30% -65% -74% 126% 126%A2a - Residential Heating & Cooling Equipment -68% -26% -35% -23% -17% 18% 14%A2b - Residential Consumer Products -42% 63% 36% -17% -15% -8% -8% 120% 120% 126% 126%A2c - Residential Lighting 10% 21% -6% 3% -26% 24% -10% 80% 30% -64% -74%

B - Low-Income -22% -11% -20% -24% -25% -74% -74% -29% -30% 1290% 3582% -64% -64%B1 - Low-Income Whole House -22% -11% -20% -24% -25% -74% -74% -29% -30% 1290% 3582% -64% -64%

B1a - Low-Income Single Family Retrofit 19% -16% -21% -19% -21% -74% -74% -22% -22% 1290% 3582% -78% -78%B1b - Low-Income Multi-Family Retrofit -39% -4% -19% -26% -28% -100% -100% -59% -59%

C - Commercial & Industrial 22% 19% 28% 30% 35% 66% 53% 63% 112% -60% -64%C1 - C&I New Construction 110% -41% -38% -13% -15% -118% -113% 184% 178%

C1a - C&I New Buildings & Major Renovations 8% -39% -29% -36% -41% -106% -102% 32% 26%C1b - C&I Initial Purchase & End of Useful Life 220% -42% -44% 16% 19% -128% -123% -1588% -1375%

C2 - C&I Retrofit 18% 40% 51% 40% 54% 34% 17% 57% 104% -74% -73%C2a - C&I Existing Building Retrofit 54% 57% 83% 64% 74% 42% 11% -8008% 2176% -75% -73%C2b - C&I Small Business -10% 37% 30% 10% 22% 35% 30% 33% 28%C2c - C&I Multifamily Retrofit 216% -1% 12% 13% 21% -100% -100% -112% -56%C2d - C&I Upstream Lighting 16% 26% 28% 26% 30% 32% 39% 30% 38%

Grand Total 5% 17% 11% 16% 13% 33% 8% -195% -41% -206% 2682% -17% -32%

Notes

2016 Planned v. Evaluated Net Savings Variances (%)

Program # of ParticipantsElectric Savings Natural Gas Savings Deliverable Fuel Savings Other Savings

Annual Capacity (kW) Energy (MWh) (Therms) Oil (MMBTU) Propane (MMBTU) Water (Gallons)

• The plan year variances provided above are intended to indicate the Program Administrator's performance in the plan year only. The variances used to determine significant variances are provided separately. The variances above and the significant variances use different calculations to determine variances on an annual basis and over the three-year term, respectively.


Program Savings, Three-Year Total2016-2018 Net SavingsNational GridMay 1, 2017

Summer Winter Annual Lifetime Annual Lifetime Annual Lifetime Annual Lifetime Annual LifetimeA - Residential 2,108,221 52,600 61,150 370,679 2,141,226 (2,696,588) (16,860,963) (24,851) 2,390,776 18,596 536,388 38,680,839 273,391,968

A1 - Residential Whole House 733,931 23,115 32,067 160,281 752,041 31,255 578,014 214,742 3,913,441 30,715 614,096 36,283,629 256,611,498 A1a - Residential New Construction 3,885 1,459 1,274 6,208 66,075 13,946 276,479 259 7,965 13,859 325,988 - - A1b - Residential Multi-Family Retrofit 17,784 765 1,965 8,064 68,472 - - 1,281 26,586 - - 4,324,844 30,273,908 A1c - Residential Home Energy Services - Measures 10,357 7,393 10,336 57,953 529,438 17,309 301,536 213,202 3,878,891 16,856 288,108 31,958,785 226,337,590 A1d - Residential Home Energy Services - RCS - - - - - - - - - - - - - A1e - Residential Behavior/Feedback Program 701,905 13,499 18,492 88,056 88,056 - - - - - - - -

A2 - Residential Products 1,374,290 29,485 29,083 210,397 1,389,185 (2,727,843) (17,438,977) (239,593) (1,522,665) (12,119) (77,709) 2,397,210 16,780,470 A2a - Residential Heating & Cooling Equipment 6,005 503 748 4,442 62,651 (10,906) (189,958) (397) (3,965) (56) (555) - - A2b - Residential Consumer Products 12,415 1,637 1,080 5,668 48,668 3,915 27,408 436 3,051 384 2,690 2,397,210 16,780,470 A2c - Residential Lighting 1,355,870 27,345 27,254 200,287 1,277,866 (2,720,853) (17,276,427) (239,632) (1,521,751) (12,448) (79,844) - -

B - Low-Income 13,843 2,136 3,556 16,028 141,256 82 574 32,274 636,942 268 4,959 1,107,649 7,753,543 B1 - Low-Income Whole House 13,843 2,136 3,556 16,028 141,256 82 574 32,274 636,942 268 4,959 1,107,649 7,753,543

B1a - Low-Income Single Family Retrofit 6,168 1,150 1,117 6,740 62,651 82 574 32,274 636,942 268 4,959 173,478 1,214,346 B1b - Low-Income Multi-Family Retrofit 7,675 987 2,439 9,288 78,605 - - - - - - 934,171 6,539,197

C - Commercial & Industrial 14,209 55,007 51,375 358,422 4,110,999 (1,160,405) (14,199,606) (98,722) (825,035) - - 2,559,658 27,800,446 C1 - C&I New Construction 952 7,011 6,201 45,294 702,533 (26,182) (330,488) (7,948) (114,450) - - 886,630 6,488,157

C1a - C&I New Buildings & Major Renovations 255 2,876 2,595 18,421 274,073 (4,482) (30,657) (4,033) (57,429) - - 582,460 4,208,685 C1b - C&I Initial Purchase & End of Useful Life 697 4,134 3,606 26,873 428,460 (21,700) (299,831) (3,916) (57,020) - - 304,170 2,279,472

C2 - C&I Retrofit 13,257 47,996 45,174 313,129 3,408,466 (1,134,223) (13,869,118) (90,774) (710,585) - - 1,673,028 21,312,289 C2a - C&I Existing Building Retrofit 1,326 21,413 22,844 166,419 2,231,417 (548,846) (9,372,833) (18,410) (234,961) - - 1,600,182 20,802,366 C2b - C&I Small Business 1,665 8,961 8,181 43,561 491,819 (220,734) (2,125,629) (2,462) (23,700) - - - - C2c - C&I Multifamily Retrofit 632 237 1,464 5,018 35,971 - - 289 5,143 - - 72,846 509,922 C2d - C&I Upstream Lighting 9,634 17,384 12,685 98,131 649,259 (364,643) (2,370,657) (70,191) (457,067) - - - -

Grand Total 2,136,273 109,743 116,081 745,129 6,393,481 (3,856,911) (31,059,995) (91,299) 2,202,683 18,863 541,347 42,348,146 308,945,956





B1a - Low-Income Single Family Retrofit 5,200 1,339 1,375 8,146 78,042 317 2,220 42,914 850,118 19 135 803,143 5,621,998 B1b - Low-Income Multi-Family Retrofit 12,549 1,016 2,998 12,462 101,685 - - 4,939 94,815 - - 2,399,675 16,797,726

C - Commercial & Industrial 13,765 49,723 43,007 298,147 3,220,601 (822,616) (10,685,443) (75,354) (470,126) - - 7,266,628 95,756,613 C1 - C&I New Construction 505 13,112 11,095 57,157 908,421 168,804 2,933,435 (2,760) (40,414) - - - -


C2 - C&I Retrofit 13,260 36,611 31,912 240,989 2,312,180 (991,420) (13,618,879) (72,594) (429,713) - - 7,266,628 95,756,613 C2a - C&I Existing Building Retrofit 855 13,784 12,483 102,491 1,302,883 (452,243) (9,702,890) 85 (9,906) - - 7,266,628 95,756,613 C2b - C&I Small Business 1,885 6,680 6,403 40,525 410,487 (166,773) (1,667,728) (1,886) (18,862) - - - - C2c - C&I Multifamily Retrofit 200 247 1,343 4,572 30,443 (21,525) (132,162) (2,489) 10,879 - - - - C2d - C&I Upstream Lighting 10,320 15,900 11,682 93,401 568,367 (350,879) (2,116,098) (68,303) (411,824) - - - -

Grand Total 2,035,582 96,143 105,266 650,358 5,855,737 (2,883,211) (30,428,403) 100,578 3,840,089 (15,301) 21,278 54,186,506 491,047,083

2017 Planned Net SavingsNatural Gas SavingsElectric Savings Other SavingsDeliverable Fuel Savings

Propane (MMBTU) Water (Gallons)# of ParticipantsProgram Annual Capacity (kW) Energy (MWh) (Therms) Oil (MMBTU)

Oil (MMBTU) Propane (MMBTU) Water (Gallons)

2016 Evaluated Net Savings


Annual Capacity (kW) Energy (MWh) (Therms)


Program Savings, Three-Year Total2016-2018 Net SavingsNational GridMay 1, 2017





B1a - Low-Income Single Family Retrofit 5,200 1,303 1,331 7,873 76,904 317 2,220 42,914 850,118 19 135 803,143 5,621,998 B1b - Low-Income Multi-Family Retrofit 12,549 993 2,965 12,275 109,949 - - 4,939 94,815 - - 2,399,675 16,797,726

C - Commercial & Industrial 13,905 52,601 45,642 318,380 3,610,935 (1,597,334) (24,825,062) (80,622) (580,637) - - 8,098,200 107,133,326 C1 - C&I New Construction 549 13,892 11,916 61,465 977,285 190,240 3,290,665 (2,826) (41,525) - - - -


C2 - C&I Retrofit 13,356 38,709 33,727 256,915 2,633,650 (1,787,574) (28,115,727) (77,796) (539,111) - - 8,098,200 107,133,326 C2a - C&I Existing Building Retrofit 829 15,003 13,505 112,162 1,481,590 (1,219,479) (23,606,130) (66) (9,532) - - 8,098,200 107,133,326 C2b - C&I Small Business 1,925 6,819 6,535 41,383 419,204 (170,108) (1,701,082) (1,924) (19,239) - - - - C2c - C&I Multifamily Retrofit 200 254 1,382 4,701 31,236 (22,171) (136,127) (2,620) 10,073 - - - - C2d - C&I Upstream Lighting 10,402 16,633 12,304 98,668 701,620 (375,816) (2,672,388) (73,185) (520,412) - - - -

Grand Total 1,999,507 96,424 104,604 647,901 6,170,857 (3,430,819) (43,732,190) 115,397 3,896,724 (11,538) 38,529 56,234,568 512,297,552

Summer Winter Annual Lifetime Annual Lifetime Annual Lifetime Annual Lifetime Annual LifetimeA - Residential 6,080,142 138,191 173,702 1,011,655 6,969,703 (6,591,302) (55,515,492) 251,395 9,288,486 (8,281) 595,925 127,331,450 1,029,007,216

A1 - Residential Whole House 2,208,508 64,901 88,657 428,426 1,877,259 34,327 624,094 727,682 13,151,358 64,516 1,274,731 121,942,286 991,283,072 A1a - Residential New Construction 7,485 3,025 2,138 11,513 143,778 17,018 322,559 631 17,200 23,824 572,420 - - A1b - Residential Multi-Family Retrofit 38,693 1,649 4,939 18,825 172,089 - - 12,702 211,964 - - 8,741,689 61,191,824 A1c - Residential Home Energy Services - Measures 34,154 20,540 27,215 142,167 1,305,470 17,309 301,536 714,348 12,922,195 40,692 702,311 113,200,597 930,091,247 A1d - Residential Home Energy Services - RCS - - - - - - - - - - - - - A1e - Residential Behavior/Feedback Program 2,128,176 39,687 54,365 255,922 255,922 - - - - - - - -

A2 - Residential Products 3,871,634 73,290 85,044 583,228 5,092,444 (6,625,629) (56,139,587) (476,287) (3,862,872) (72,798) (678,806) 5,389,163 37,724,144 A2a - Residential Heating & Cooling Equipment 43,967 1,882 3,173 16,055 215,815 (26,718) (474,588) (397) (3,965) (56) (555) - - A2b - Residential Consumer Products 56,260 3,724 2,752 19,828 167,375 15,944 111,607 436 3,051 788 5,518 5,389,163 37,724,144 A2c - Residential Lighting 3,771,407 67,684 79,119 547,346 4,709,254 (6,614,854) (55,776,606) (476,326) (3,861,958) (73,530) (683,768) - -

B - Low-Income 49,342 6,788 12,226 56,784 507,835 716 5,015 127,980 2,526,808 306 5,229 7,513,284 52,592,991 B1 - Low-Income Whole House 49,342 6,788 12,226 56,784 507,835 716 5,015 127,980 2,526,808 306 5,229 7,513,284 52,592,991

B1a - Low-Income Single Family Retrofit 16,568 3,792 3,823 22,759 217,597 716 5,015 118,101 2,337,177 306 5,229 1,779,763 12,458,342 B1b - Low-Income Multi-Family Retrofit 32,774 2,996 8,402 34,025 290,238 - - 9,879 189,630 - - 5,733,521 40,134,648

C - Commercial & Industrial 41,879 157,330 140,024 974,949 10,942,536 (3,580,355) (49,710,111) (254,698) (1,875,798) - - 17,924,485 230,690,385 C1 - C&I New Construction 2,006 34,014 29,212 163,916 2,588,239 332,862 5,893,613 (13,534) (196,389) - - 886,630 6,488,157

C1a - C&I New Buildings & Major Renovations 818 13,747 10,969 84,658 1,345,063 179,381 3,187,925 (10,145) (148,315) - - 582,460 4,208,685 C1b - C&I Initial Purchase & End of Useful Life 1,188 20,267 18,243 79,258 1,243,176 153,481 2,705,688 (3,389) (48,074) - - 304,170 2,279,472

C2 - C&I Retrofit 39,873 123,316 110,813 811,033 8,354,297 (3,913,217) (55,603,724) (241,164) (1,679,409) - - 17,037,855 224,202,228 C2a - C&I Existing Building Retrofit 3,010 50,201 48,832 381,072 5,015,890 (2,220,569) (42,681,852) (18,392) (254,399) - - 16,965,009 223,692,306 C2b - C&I Small Business 5,475 22,460 21,119 125,468 1,321,510 (557,615) (5,494,439) (6,272) (61,802) - - - - C2c - C&I Multifamily Retrofit 1,032 738 4,190 14,292 97,650 (43,695) (268,289) (4,821) 26,095 - - 72,846 509,922 C2d - C&I Upstream Lighting 30,356 49,917 36,671 290,200 1,919,246 (1,091,338) (7,159,143) (211,680) (1,389,303) - - - -

Grand Total 6,171,363 302,310 325,952 2,043,388 18,420,074 (10,170,941) (105,220,589) 124,676 9,939,496 (7,975) 601,154 152,769,219 1,312,290,592

(Therms) Oil (MMBTU) Propane (MMBTU) Water (Gallons)

2018 Planned Net Savings


Annual Capacity (kW) Energy (MWh)

Oil (MMBTU) Propane (MMBTU) Water (Gallons)

2016-2018 Net Savings


Annual Capacity (kW) Energy (MWh) (Therms)


Program Benefits, Plan Year Summary2016 Planned vs. EvaluatedNational GridMay 1, 2017

Summer Generation Trans. Distrib.Electric Capacity

DRIPETotal Capacity Benefits Electric

Electric Energy DRIPE

Total Energy Benefits

A - Residential 46,004,775$ 3,815,944$ 29,950,811$ -$ 79,771,531$ 182,148,742$ 40,146,897$ 222,295,638$ A1 - Residential Whole House 15,663,268$ 1,288,297$ 10,111,662$ -$ 27,063,227$ 43,893,488$ 12,042,924$ 55,936,411$

A1a - Residential New Construction 2,634,996$ 177,888$ 1,396,214$ -$ 4,209,098$ 3,087,357$ 405,797$ 3,493,154$ A1b - Residential Multi-Family Retrofit 484,361$ 42,372$ 332,575$ -$ 859,308$ 3,807,675$ 720,758$ 4,528,434$ A1c - Residential Home Energy Services - Measures 11,958,228$ 912,011$ 7,158,247$ -$ 20,028,486$ 30,718,791$ 6,101,024$ 36,819,815$ A1d - Residential Home Energy Services - RCS -$ -$ -$ -$ -$ -$ -$ -$ A1e - Residential Behavior/Feedback Program 585,683$ 156,026$ 1,224,625$ -$ 1,966,335$ 6,279,665$ 4,815,344$ 11,095,009$

A2 - Residential Products 30,341,507$ 2,527,648$ 19,839,150$ -$ 52,708,304$ 138,255,254$ 28,103,973$ 166,359,227$ A2a - Residential Heating & Cooling Equipment 1,421,655$ 104,439$ 819,730$ -$ 2,345,825$ 5,686,247$ 801,441$ 6,487,688$ A2b - Residential Consumer Products 1,173,178$ 100,592$ 789,532$ -$ 2,063,301$ 3,905,446$ 880,175$ 4,785,621$ A2c - Residential Lighting 27,746,674$ 2,322,616$ 18,229,888$ -$ 48,299,178$ 128,663,561$ 26,422,358$ 155,085,919$

B - Low-Income 3,537,307$ 281,718$ 2,211,167$ -$ 6,030,192$ 13,594,616$ 2,776,669$ 16,371,285$ B1 - Low-Income Whole House 3,537,307$ 281,718$ 2,211,167$ -$ 6,030,192$ 13,594,616$ 2,776,669$ 16,371,285$

B1a - Low-Income Single Family Retrofit 2,291,684$ 177,091$ 1,389,964$ -$ 3,858,740$ 5,722,575$ 1,132,801$ 6,855,376$ B1b - Low-Income Multi-Family Retrofit 1,245,623$ 104,627$ 821,202$ -$ 2,171,452$ 7,872,041$ 1,643,868$ 9,515,909$

C - Commercial & Industrial 79,630,368$ 6,111,226$ 47,966,157$ -$ 133,707,752$ 224,868,615$ 38,034,781$ 262,903,396$ C1 - C&I New Construction 31,844,105$ 2,229,109$ 17,495,962$ -$ 51,569,176$ 64,460,642$ 7,515,582$ 71,976,224$

C1a - C&I New Buildings & Major Renovations 12,222,418$ 862,336$ 6,768,357$ -$ 19,853,112$ 36,668,727$ 4,205,250$ 40,873,977$ C1b - C&I Initial Purchase & End of Useful Life 19,621,686$ 1,366,773$ 10,727,605$ -$ 31,716,064$ 27,791,915$ 3,310,332$ 31,102,247$

C2 - C&I Retrofit 47,786,264$ 3,882,118$ 30,470,195$ -$ 82,138,576$ 160,407,973$ 30,519,199$ 190,927,172$ C2a - C&I Existing Building Retrofit 27,064,261$ 2,022,388$ 15,873,436$ -$ 44,960,085$ 94,694,503$ 14,132,353$ 108,826,856$ C2b - C&I Small Business 9,622,380$ 774,465$ 6,078,671$ -$ 16,475,516$ 28,505,989$ 5,399,267$ 33,905,256$ C2c - C&I Multifamily Retrofit 215,634$ 20,093$ 157,711$ -$ 393,439$ 2,059,561$ 580,598$ 2,640,158$ C2d - C&I Upstream Lighting 10,883,988$ 1,065,171$ 8,360,377$ -$ 20,309,537$ 35,147,920$ 10,406,981$ 45,554,902$

Grand Total 129,172,451$ 10,208,889$ 80,128,135$ -$ 219,509,475$ 420,611,972$ 80,958,347$ 501,570,319$






A1a - Residential New Construction 3,689,473$ 259,781$ 2,038,984$ -$ 5,988,238$ 5,300,628$ 857,388$ 6,158,016$ A1b - Residential Multi-Family Retrofit 621,582$ 60,082$ 471,574$ -$ 1,153,237$ 5,069,470$ 1,089,054$ 6,158,524$ A1c - Residential Home Energy Services - Measures 9,606,507$ 792,677$ 6,221,611$ -$ 16,620,795$ 39,079,157$ 7,952,308$ 47,031,465$ A1d - Residential Home Energy Services - RCS -$ -$ -$ -$ -$ -$ -$ -$ A1e - Residential Behavior/Feedback Program 603,842$ 160,863$ 1,262,593$ -$ 2,027,298$ 6,581,371$ 5,053,733$ 11,635,105$

A2 - Residential Products 23,762,334$ 2,309,837$ 18,129,586$ -$ 44,201,756$ 97,025,738$ 28,262,269$ 125,288,008$ A2a - Residential Heating & Cooling Equipment 1,081,183$ 78,924$ 619,465$ -$ 1,779,572$ 4,788,511$ 625,802$ 5,414,313$ A2b - Residential Consumer Products 1,914,288$ 164,218$ 1,288,925$ -$ 3,367,431$ 3,271,911$ 720,454$ 3,992,364$ A2c - Residential Lighting 20,766,862$ 2,066,695$ 16,221,196$ -$ 39,054,753$ 88,965,317$ 26,916,014$ 115,881,331$


B1a - Low-Income Single Family Retrofit 1,775,539$ 139,635$ 1,095,977$ -$ 3,011,152$ 4,602,252$ 913,232$ 5,515,484$ B1b - Low-Income Multi-Family Retrofit 1,245,093$ 103,462$ 812,055$ -$ 2,160,610$ 5,620,375$ 1,228,544$ 6,848,918$


C1a - C&I New Buildings & Major Renovations 7,033,031$ 500,949$ 3,931,880$ -$ 11,465,861$ 21,161,178$ 2,638,458$ 23,799,637$ C1b - C&I Initial Purchase & End of Useful Life 11,124,447$ 778,430$ 6,109,790$ -$ 18,012,668$ 33,330,365$ 3,819,985$ 37,150,350$

C2 - C&I Retrofit 74,826,325$ 5,902,023$ 46,324,151$ -$ 127,052,499$ 250,715,563$ 43,096,047$ 293,811,611$ C2a - C&I Existing Building Retrofit 45,486,157$ 3,347,036$ 26,270,411$ -$ 75,103,603$ 167,406,740$ 23,322,637$ 190,729,378$ C2b - C&I Small Business 15,005,961$ 1,167,140$ 9,160,717$ -$ 25,333,818$ 35,577,472$ 6,023,009$ 41,600,481$ C2c - C&I Multifamily Retrofit 174,254$ 17,458$ 137,027$ -$ 328,739$ 2,493,768$ 648,451$ 3,142,219$ C2d - C&I Upstream Lighting 14,159,954$ 1,370,390$ 10,755,996$ -$ 26,286,340$ 45,237,583$ 13,101,950$ 58,339,533$

Grand Total 134,288,173$ 11,007,740$ 86,398,202$ -$ 231,694,114$ 468,486,099$ 94,911,019$ 563,397,118$

Capacity Energy

2016 Planned Benefits

2016 Evaluated Benefits

Capacity EnergyElectric Benefits

Program

Program

Electric Benefits







A - Residential -17% -6% -6% -12% -16% 8% -12%A1 - Residential Whole House -7% -1% -1% -5% 28% 24% 27%

A1a - Residential New Construction 40% 46% 46% 42% 72% 111% 76%A1b - Residential Multi-Family Retrofit 28% 42% 42% 34% 33% 51% 36%A1c - Residential Home Energy Services - Measures -20% -13% -13% -17% 27% 30% 28%A1d - Residential Home Energy Services - RCSA1e - Residential Behavior/Feedback Program 3% 3% 3% 3% 5% 5% 5%

A2 - Residential Products -22% -9% -9% -16% -30% 1% -25%A2a - Residential Heating & Cooling Equipment -24% -24% -24% -24% -16% -22% -17%A2b - Residential Consumer Products 63% 63% 63% 63% -16% -18% -17%A2c - Residential Lighting -25% -11% -11% -19% -31% 2% -25%

B - Low-Income -15% -14% -14% -14% -25% -23% -24%B1 - Low-Income Whole House -15% -14% -14% -14% -25% -23% -24%

B1a - Low-Income Single Family Retrofit -23% -21% -21% -22% -20% -19% -20%B1b - Low-Income Multi-Family Retrofit 0% -1% -1% 0% -29% -25% -28%

C - Commercial & Industrial 17% 18% 18% 17% 36% 30% 35%C1 - C&I New Construction -43% -43% -43% -43% -15% -14% -15%

C1a - C&I New Buildings & Major Renovations -42% -42% -42% -42% -42% -37% -42%C1b - C&I Initial Purchase & End of Useful Life -43% -43% -43% -43% 20% 15% 19%

C2 - C&I Retrofit 57% 52% 52% 55% 56% 41% 54%C2a - C&I Existing Building Retrofit 68% 65% 65% 67% 77% 65% 75%C2b - C&I Small Business 56% 51% 51% 54% 25% 12% 23%C2c - C&I Multifamily Retrofit -19% -13% -13% -16% 21% 12% 19%C2d - C&I Upstream Lighting 30% 29% 29% 29% 29% 26% 28%

Grand Total 4% 8% 8% 6% 11% 17% 12%

Notes• Total Resource Benefits is the sum of electric benefits, natural gas benefits, and other resource benefits.• The plan year variances provided above are intended to indicate the Program Administrator's performance in the plan year only. The variances used to determine significant variances are provided separately. The variances above and the significant variances use different calculations to determine variances on an annual basis and over the three-year term, respectively.

2016 Planned v. Evaluated Benefit Variances (%)

Program

Electric BenefitsCapacity Energy



A - ResidentialA1 - Residential Whole House

A1a - Residential New ConstructionA1b - Residential Multi-Family RetrofitA1c - Residential Home Energy Services - MeasuresA1d - Residential Home Energy Services - RCSA1e - Residential Behavior/Feedback Program

A2 - Residential ProductsA2a - Residential Heating & Cooling EquipmentA2b - Residential Consumer ProductsA2c - Residential Lighting

B - Low-IncomeB1 - Low-Income Whole House

B1a - Low-Income Single Family RetrofitB1b - Low-Income Multi-Family Retrofit

C - Commercial & IndustrialC1 - C&I New Construction

C1a - C&I New Buildings & Major RenovationsC1b - C&I Initial Purchase & End of Useful Life

C2 - C&I RetrofitC2a - C&I Existing Building RetrofitC2b - C&I Small BusinessC2c - C&I Multifamily RetrofitC2d - C&I Upstream Lighting

Grand Total









Grand Total

Program

Program

Natural Gas Natural Gas DRIPE Total Gas Benefits Oil Propane WaterTotal Other Resource

Benefits(15,803,189)$ (3,052,013)$ (18,855,202)$ 66,717,542$ 531,261$ 3,783,271$ 71,032,074$ 354,244,042$ 44,388,816$ 398,632,857$ 176.28$

18,073$ 2,477$ 20,550$ 89,379,210$ 6,061,067$ 3,703,902$ 99,144,180$ 182,164,369$ 32,059,592$ 214,223,960$ 247.67$ 18,073$ 2,477$ 20,550$ 96,810$ 2,350,144$ -$ 2,446,954$ 10,169,756$ 1,093,646$ 11,263,402$ 5,649.86$

-$ -$ -$ 1,507,500$ -$ 157,690$ 1,665,190$ 7,052,931$ 1,687,920$ 8,740,852$ 705.29$ -$ -$ -$ 87,774,901$ 3,710,923$ 3,546,212$ 95,032,036$ 151,880,337$ 29,278,025$ 181,158,362$ 13,167.31$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 13,061,344$ -$ 13,061,344$ 18.34$

(15,821,262)$ (3,054,490)$ (18,875,752)$ (22,661,668)$ (5,529,806)$ 79,368$ (28,112,106)$ 172,079,673$ 12,329,224$ 184,408,897$ 135.06$ (139,992)$ (14,973)$ (154,966)$ -$ -$ -$ -$ 8,678,547$ 457,497$ 9,136,044$ 467.48$

23,799$ 5,911$ 29,710$ -$ 22,147$ 79,368$ 101,515$ 6,980,147$ -$ 6,980,147$ 327.31$ (15,705,068)$ (3,045,428)$ (18,750,496)$ (22,661,668)$ (5,551,953)$ -$ (28,213,621)$ 156,420,979$ 11,871,727$ 168,292,707$ 126.74$

1,670$ 449$ 2,120$ 18,472,440$ 2,438$ 231,391$ 18,706,269$ 41,109,865$ 16,436,813$ 57,546,679$ 2,316.14$ 1,670$ 449$ 2,120$ 18,472,440$ 2,438$ 231,391$ 18,706,269$ 41,109,865$ 16,436,813$ 57,546,679$ 2,316.14$ 1,670$ 449$ 2,120$ 16,770,954$ 2,438$ 59,978$ 16,833,369$ 27,549,604$ 8,688,049$ 36,237,653$ 5,298.00$

-$ -$ -$ 1,701,486$ -$ 171,413$ 1,872,900$ 13,560,261$ 7,748,764$ 21,309,025$ 1,080.56$ (7,151,723)$ (1,096,589)$ (8,248,312)$ (6,657,794)$ -$ 383,250$ (6,274,544)$ 382,088,292$ 54,666,792$ 436,755,085$ 32,758.09$ 2,004,512$ 248,153$ 2,252,665$ (751,373)$ -$ -$ (751,373)$ 125,046,692$ -$ 125,046,692$ 275,573.78$

986,934$ 120,375$ 1,107,309$ (834,245)$ -$ -$ (834,245)$ 61,000,154$ -$ 61,000,154$ 258,828.37$ 1,017,577$ 127,778$ 1,145,356$ 82,872$ -$ -$ 82,872$ 64,046,539$ -$ 64,046,539$ 293,669.60$

(9,156,235)$ (1,344,742)$ (10,500,977)$ (5,906,421)$ -$ 383,250$ (5,523,171)$ 257,041,600$ 54,666,792$ 311,708,392$ 22,929.33$ (6,605,392)$ (686,033)$ (7,291,425)$ (203,787)$ -$ 383,250$ 179,463$ 146,674,978$ 34,375,002$ 181,049,980$ 170,191.49$ (1,213,360)$ (243,548)$ (1,456,908)$ (326,543)$ -$ -$ (326,543)$ 48,597,320$ 11,704,863$ 60,302,183$ 26,326.59$

(93,396)$ (29,121)$ (122,517)$ 268,440$ -$ -$ 268,440$ 3,179,520$ 900,955$ 4,080,475$ 15,897.60$ (1,244,086)$ (386,040)$ (1,630,127)$ (5,644,530)$ -$ -$ (5,644,530)$ 58,589,781$ 7,685,973$ 66,275,754$ 7,056.97$

(22,953,241)$ (4,148,153)$ (27,101,394)$ 78,532,188$ 533,699$ 4,397,912$ 83,463,799$ 777,442,199$ 115,492,421$ 892,934,621$ 381.28$


Benefits(13,385,735)$ (3,685,485)$ (17,071,220)$ 51,637,673$ 10,230,992$ 2,915,921$ 64,784,586$ 313,975,809$ 47,587,824$ 361,563,633$ 148.93$

483,154$ 51,609$ 534,763$ 80,015,419$ 11,632,301$ 2,736,898$ 94,384,618$ 191,692,060$ 35,510,941$ 227,203,000$ 261.19$ 227,721$ 23,735$ 251,456$ 167,137$ 6,207,858$ -$ 6,374,995$ 18,772,706$ 6,123,993$ 24,896,699$ 4,832.10$

-$ -$ -$ 549,315$ -$ 322,979$ 872,294$ 8,184,056$ 2,496,881$ 10,680,937$ 460.19$ 255,433$ 27,873$ 283,306$ 79,298,967$ 5,424,444$ 2,413,918$ 87,137,329$ 151,072,895$ 26,890,066$ 177,962,961$ 14,586.55$

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 13,662,403$ -$ 13,662,403$ 19.46$

(13,868,889)$ (3,737,094)$ (17,605,983)$ (28,377,746)$ (1,401,310)$ 179,024$ (29,600,032)$ 122,283,749$ 12,076,884$ 134,360,633$ 88.98$ (159,490)$ (17,524)$ (177,014)$ (76,356)$ (10,207)$ -$ (86,564)$ 6,930,307$ 351,399$ 7,281,706$ 1,154.09$

20,620$ 5,544$ 26,164$ 57,158$ 48,701$ 179,024$ 284,882$ 7,670,841$ -$ 7,670,841$ 617.87$ (13,730,018)$ (3,725,114)$ (17,455,132)$ (28,358,547)$ (1,439,803)$ -$ (29,798,350)$ 107,682,601$ 11,725,485$ 119,408,086$ 79.42$

432$ 116$ 548$ 13,015,116$ 93,486$ 82,719$ 13,191,322$ 30,728,034$ 20,713,309$ 51,441,343$ 2,219.75$ 432$ 116$ 548$ 13,015,116$ 93,486$ 82,719$ 13,191,322$ 30,728,034$ 20,713,309$ 51,441,343$ 2,219.75$ 432$ 116$ 548$ 13,015,116$ 93,486$ 12,955$ 13,121,558$ 21,648,742$ 16,920,517$ 38,569,259$ 3,509.85$ -$ -$ -$ -$ -$ 69,764$ 69,764$ 9,079,292$ 3,792,792$ 12,872,084$ 1,182.97$

(11,097,249)$ (1,774,764)$ (12,872,013)$ (14,455,980)$ -$ 165,053$ (14,290,927)$ 484,129,685$ 83,912,464$ 568,042,149$ 34,072.04$ (282,348)$ (37,637)$ (319,985)$ (2,088,759)$ -$ 67,858$ (2,020,901)$ 88,087,629$ 6,912,197$ 94,999,827$ 92,529.02$

(44,820)$ (4,230)$ (49,050)$ (1,047,255)$ -$ 44,042$ (1,003,212)$ 34,213,235$ 2,961,330$ 37,174,565$ 134,169.55$ (237,528)$ (33,408)$ (270,935)$ (1,041,505)$ -$ 23,816$ (1,017,689)$ 53,874,394$ 3,950,867$ 57,825,261$ 77,294.68$

(10,814,901)$ (1,737,127)$ (12,552,028)$ (12,367,220)$ -$ 97,195$ (12,270,026)$ 396,042,056$ 77,000,266$ 473,042,322$ 29,874.18$ (7,507,536)$ (898,895)$ (8,406,431)$ (4,238,266)$ -$ 91,754$ (4,146,512)$ 253,280,039$ 48,753,886$ 302,033,925$ 191,010.59$ (1,575,105)$ (326,857)$ (1,901,962)$ (417,414)$ -$ -$ (417,414)$ 64,614,922$ 14,089,347$ 78,704,269$ 38,807.76$

-$ -$ -$ 104,866$ -$ 5,440$ 110,306$ 3,581,264$ 187,434$ 3,768,698$ 5,666.56$ (1,732,261)$ (511,374)$ (2,243,635)$ (7,816,406)$ -$ -$ (7,816,406)$ 74,565,831$ 13,969,599$ 88,535,430$ 7,739.86$

(24,482,552)$ (5,460,133)$ (29,942,685)$ 50,196,809$ 10,324,478$ 3,163,693$ 63,684,980$ 828,833,528$ 152,213,597$ 981,047,125$ 387.98$

Total Resource Benefits

(Electric + Non-Electric)

Non-Electric, Non-Resource

BenefitsTotal Benefits

Resource Benefits per Participant

Natural Gas Benefits Other Resource Benefits




Total Resource Benefits

(Electric + Non-Electric)


BenefitsTotal BenefitsNatural Gas Benefits Other Resource Benefits

Non-Electric Resource Benefits

Non-Electric Resource Benefits











Grand Total

ProgramNatural Gas Natural Gas DRIPE Total Gas Benefits Oil Propane Water

Total Other Resource Benefits

-15% 21% -9% -23% 1826% -23% -9% -11% 7% -9% -16%2573% 1983% 2502% -10% 92% -26% -5% 5% 11% 6% 5%1160% 858% 1124% 73% 164% 161% 85% 460% 121% -14%

-64% 105% -48% 16% 48% 22% -35%-10% 46% -32% -8% -1% -8% -2% 11%

5% 5% 6%-12% 22% -7% 25% -75% 126% 5% -29% -2% -27% -34%14% 17% 14% -20% -23% -20% 147%

-13% -6% -12% 120% 126% 181% 10% 10% 89%-13% 22% -7% 25% -74% 6% -31% -1% -29% -37%-74% -74% -74% -30% 3735% -64% -29% -25% 26% -11% -4%-74% -74% -74% -30% 3735% -64% -29% -25% 26% -11% -4%-74% -74% -74% -22% 3735% -78% -22% -21% 95% 6% -34%

-100% -59% -96% -33% -51% -40% 9%55% 62% 56% 117% -57% 128% 27% 53% 30% 4%

-114% -115% -114% 178% 169% -30% -24% -66%-105% -104% -104% 26% 20% -44% -39% -48%-123% -126% -124% -1357% -1328% -16% -10% -74%

18% 29% 20% 109% -75% 122% 54% 41% 52% 30%14% 31% 15% 1980% -76% -2411% 73% 42% 67% 12%30% 34% 31% 28% 28% 33% 20% 31% 47%

-100% -100% -100% -61% -59% 13% -79% -8% -64%39% 32% 38% 38% 38% 27% 82% 34% 10%

7% 32% 10% -36% 1835% -28% -24% 7% 32% 10% 2%


2016 Planned v. Evaluated Benefit Variances (%)Non-Electric Resource Benefits Total Resource

Benefits (Electric +

Non-Electric)





Program Benefits, Three-Year Total2016-2018 BenefitsNational GridMay 1, 2017






A1a - Residential New Construction 3,689,473$ 259,781$ 2,038,984$ -$ 5,988,238$ 5,300,628$ 857,388$ 6,158,016$ A1b - Residential Multi-Family Retrofit 621,582$ 60,082$ 471,574$ -$ 1,153,237$ 5,069,470$ 1,089,054$ 6,158,524$ A1c - Residential Home Energy Services - Measures 9,606,507$ 792,677$ 6,221,611$ -$ 16,620,795$ 39,079,157$ 7,952,308$ 47,031,465$ A1d - Residential Home Energy Services - RCS -$ -$ -$ -$ -$ -$ -$ -$ A1e - Residential Behavior/Feedback Program 603,842$ 160,863$ 1,262,593$ -$ 2,027,298$ 6,581,371$ 5,053,733$ 11,635,105$

A2 - Residential Products 23,762,334$ 2,309,837$ 18,129,586$ -$ 44,201,756$ 97,025,738$ 28,262,269$ 125,288,008$ A2a - Residential Heating & Cooling Equipment 1,081,183$ 78,924$ 619,465$ -$ 1,779,572$ 4,788,511$ 625,802$ 5,414,313$ A2b - Residential Consumer Products 1,914,288$ 164,218$ 1,288,925$ -$ 3,367,431$ 3,271,911$ 720,454$ 3,992,364$ A2c - Residential Lighting 20,766,862$ 2,066,695$ 16,221,196$ -$ 39,054,753$ 88,965,317$ 26,916,014$ 115,881,331$


B1a - Low-Income Single Family Retrofit 1,775,539$ 139,635$ 1,095,977$ -$ 3,011,152$ 4,602,252$ 913,232$ 5,515,484$ B1b - Low-Income Multi-Family Retrofit 1,245,093$ 103,462$ 812,055$ -$ 2,160,610$ 5,620,375$ 1,228,544$ 6,848,918$


C1a - C&I New Buildings & Major Renovations 7,033,031$ 500,949$ 3,931,880$ -$ 11,465,861$ 21,161,178$ 2,638,458$ 23,799,637$ C1b - C&I Initial Purchase & End of Useful Life 11,124,447$ 778,430$ 6,109,790$ -$ 18,012,668$ 33,330,365$ 3,819,985$ 37,150,350$

C2 - C&I Retrofit 74,826,325$ 5,902,023$ 46,324,151$ -$ 127,052,499$ 250,715,563$ 43,096,047$ 293,811,611$ C2a - C&I Existing Building Retrofit 45,486,157$ 3,347,036$ 26,270,411$ -$ 75,103,603$ 167,406,740$ 23,322,637$ 190,729,378$ C2b - C&I Small Business 15,005,961$ 1,167,140$ 9,160,717$ -$ 25,333,818$ 35,577,472$ 6,023,009$ 41,600,481$ C2c - C&I Multifamily Retrofit 174,254$ 17,458$ 137,027$ -$ 328,739$ 2,493,768$ 648,451$ 3,142,219$ C2d - C&I Upstream Lighting 14,159,954$ 1,370,390$ 10,755,996$ -$ 26,286,340$ 45,237,583$ 13,101,950$ 58,339,533$

Grand Total 134,288,173$ 11,007,740$ 86,398,202$ -$ 231,694,114$ 468,486,099$ 94,911,019$ 563,397,118$






A1a - Residential New Construction 2,709,341$ 174,050$ 1,366,095$ -$ 4,249,486$ 2,911,035$ 215,574$ 3,126,608$ A1b - Residential Multi-Family Retrofit 549,457$ 42,210$ 331,297$ -$ 922,963$ 3,895,045$ 429,678$ 4,324,722$ A1c - Residential Home Energy Services - Measures 12,901,656$ 902,590$ 7,084,299$ -$ 20,888,544$ 30,080,778$ 3,461,622$ 33,542,401$ A1d - Residential Home Energy Services - RCS -$ -$ -$ -$ -$ -$ -$ -$ A1e - Residential Behavior/Feedback Program 1,117,894$ 156,032$ 1,224,669$ -$ 2,498,595$ 6,191,892$ 3,492,117$ 9,684,010$



B1a - Low-Income Single Family Retrofit 2,479,955$ 175,061$ 1,374,026$ -$ 4,029,042$ 5,705,477$ 645,565$ 6,351,043$ B1b - Low-Income Multi-Family Retrofit 1,445,109$ 107,342$ 842,514$ -$ 2,394,964$ 7,441,646$ 939,467$ 8,381,114$


C1a - C&I New Buildings & Major Renovations 14,371,589$ 953,861$ 7,486,721$ -$ 22,812,171$ 41,106,679$ 2,779,992$ 43,886,671$ C1b - C&I Initial Purchase & End of Useful Life 22,992,543$ 1,513,776$ 11,881,413$ -$ 36,387,733$ 31,589,413$ 2,219,505$ 33,808,918$


Grand Total 148,427,461$ 10,615,896$ 83,322,675$ -$ 242,366,032$ 441,382,832$ 49,041,860$ 490,424,691$


Capacity EnergyProgram

Electric Benefits


Program









A1a - Residential New Construction 3,142,650$ 195,040$ 1,530,840$ -$ 4,868,531$ 3,611,959$ 121,369$ 3,733,328$ A1b - Residential Multi-Family Retrofit 606,353$ 42,517$ 333,712$ -$ 982,583$ 4,035,389$ 213,633$ 4,249,022$ A1c - Residential Home Energy Services - Measures 13,377,804$ 879,706$ 6,904,689$ -$ 21,162,198$ 29,184,828$ 1,559,789$ 30,744,617$ A1d - Residential Home Energy Services - RCS -$ -$ -$ -$ -$ -$ -$ -$ A1e - Residential Behavior/Feedback Program 1,183,104$ 156,037$ 1,224,713$ -$ 2,563,854$ 5,558,466$ 1,374,904$ 6,933,370$


B - Low-Income 4,240,484$ 284,234$ 2,230,912$ -$ 6,755,630$ 13,852,844$ 765,951$ 14,618,794$ B1 - Low-Income Whole House 4,240,484$ 284,234$ 2,230,912$ -$ 6,755,630$ 13,852,844$ 765,951$ 14,618,794$

B1a - Low-Income Single Family Retrofit 2,617,208$ 173,290$ 1,360,132$ -$ 4,150,630$ 5,732,833$ 301,297$ 6,034,131$ B1b - Low-Income Multi-Family Retrofit 1,623,276$ 110,944$ 870,780$ -$ 2,605,000$ 8,120,010$ 464,653$ 8,584,664$


C1a - C&I New Buildings & Major Renovations 16,126,115$ 1,025,299$ 8,047,429$ -$ 25,198,843$ 46,754,527$ 1,612,521$ 48,367,048$ C1b - C&I Initial Purchase & End of Useful Life 25,155,187$ 1,590,331$ 12,482,283$ -$ 39,227,801$ 33,759,335$ 1,210,310$ 34,969,644$


Grand Total 167,915,996$ 11,184,809$ 87,787,992$ -$ 266,888,797$ 477,229,387$ 23,751,889$ 500,981,276$






A1a - Residential New Construction 9,541,463$ 628,871$ 4,935,920$ -$ 15,106,255$ 11,823,621$ 1,194,331$ 13,017,952$ A1b - Residential Multi-Family Retrofit 1,777,392$ 144,809$ 1,136,583$ -$ 3,058,784$ 12,999,904$ 1,732,365$ 14,732,268$ A1c - Residential Home Energy Services - Measures 35,885,967$ 2,574,973$ 20,210,598$ -$ 58,671,538$ 98,344,764$ 12,973,719$ 111,318,482$ A1d - Residential Home Energy Services - RCS -$ -$ -$ -$ -$ -$ -$ -$ A1e - Residential Behavior/Feedback Program 2,904,839$ 472,932$ 3,711,975$ -$ 7,089,747$ 18,331,730$ 9,920,755$ 28,252,485$

A2 - Residential Products 96,039,810$ 7,368,611$ 57,835,192$ -$ 161,243,613$ 382,225,473$ 50,961,386$ 433,186,858$ A2a - Residential Heating & Cooling Equipment 4,296,284$ 292,718$ 2,297,499$ -$ 6,886,501$ 16,722,245$ 1,361,656$ 18,083,901$ A2b - Residential Consumer Products 4,788,579$ 372,944$ 2,927,185$ -$ 8,088,708$ 11,532,750$ 1,490,329$ 13,023,079$ A2c - Residential Lighting 86,954,947$ 6,702,950$ 52,610,508$ -$ 146,268,404$ 353,970,478$ 48,109,401$ 402,079,879$


B1a - Low-Income Single Family Retrofit 6,872,703$ 487,986$ 3,830,134$ -$ 11,190,823$ 16,040,563$ 1,860,095$ 17,900,658$ B1b - Low-Income Multi-Family Retrofit 4,313,478$ 321,747$ 2,525,349$ -$ 7,160,575$ 21,182,031$ 2,632,664$ 23,814,696$


C1a - C&I New Buildings & Major Renovations 37,530,735$ 2,480,109$ 19,466,030$ -$ 59,476,875$ 109,022,384$ 7,030,971$ 116,053,355$ C1b - C&I Initial Purchase & End of Useful Life 59,272,177$ 3,882,537$ 30,473,487$ -$ 93,628,201$ 98,679,113$ 7,249,800$ 105,928,913$

C2 - C&I Retrofit 196,493,065$ 14,445,870$ 113,383,600$ -$ 324,322,535$ 618,448,736$ 72,148,682$ 690,597,418$ C2a - C&I Existing Building Retrofit 110,962,651$ 7,720,660$ 60,598,374$ -$ 179,281,685$ 381,023,422$ 36,561,155$ 417,584,576$ C2b - C&I Small Business 37,760,118$ 2,764,601$ 21,698,965$ -$ 62,223,685$ 95,713,085$ 10,852,864$ 106,565,949$ C2c - C&I Multifamily Retrofit 723,033$ 59,055$ 463,515$ -$ 1,245,603$ 6,774,344$ 1,155,474$ 7,929,819$ C2d - C&I Upstream Lighting 47,047,263$ 3,901,554$ 30,622,745$ -$ 81,571,562$ 134,937,885$ 23,579,189$ 158,517,075$

Grand Total 450,631,630$ 32,808,445$ 257,508,869$ -$ 740,948,944$ 1,387,098,318$ 167,704,768$ 1,554,803,085$

Notes• Total Resource Benefits is the sum of electric benefits, natural gas benefits, and other resource benefits.

2016-2018 Benefits

Program

Electric Benefits

Program


Capacity Energy












Grand Total









Grand Total

Program



(13,385,735)$ (3,685,485)$ (17,071,220)$ 51,637,673$ 10,230,992$ 2,915,921$ 64,784,586$ 313,975,809$ 47,587,824$ 361,563,633$ 148.93$ 483,154$ 51,609$ 534,763$ 80,015,419$ 11,632,301$ 2,736,898$ 94,384,618$ 191,692,060$ 35,510,941$ 227,203,000$ 261.19$ 227,721$ 23,735$ 251,456$ 167,137$ 6,207,858$ -$ 6,374,995$ 18,772,706$ 6,123,993$ 24,896,699$ 4,832.10$

-$ -$ -$ 549,315$ -$ 322,979$ 872,294$ 8,184,056$ 2,496,881$ 10,680,937$ 460.19$ 255,433$ 27,873$ 283,306$ 79,298,967$ 5,424,444$ 2,413,918$ 87,137,329$ 151,072,895$ 26,890,066$ 177,962,961$ 14,586.55$

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 13,662,403$ -$ 13,662,403$ 19.46$

(13,868,889)$ (3,737,094)$ (17,605,983)$ (28,377,746)$ (1,401,310)$ 179,024$ (29,600,032)$ 122,283,749$ 12,076,884$ 134,360,633$ 88.98$ (159,490)$ (17,524)$ (177,014)$ (76,356)$ (10,207)$ -$ (86,564)$ 6,930,307$ 351,399$ 7,281,706$ 1,154.09$

20,620$ 5,544$ 26,164$ 57,158$ 48,701$ 179,024$ 284,882$ 7,670,841$ -$ 7,670,841$ 617.87$ (13,730,018)$ (3,725,114)$ (17,455,132)$ (28,358,547)$ (1,439,803)$ -$ (29,798,350)$ 107,682,601$ 11,725,485$ 119,408,086$ 79.42$

432$ 116$ 548$ 13,015,116$ 93,486$ 82,719$ 13,191,322$ 30,728,034$ 20,713,309$ 51,441,343$ 2,219.75$ 432$ 116$ 548$ 13,015,116$ 93,486$ 82,719$ 13,191,322$ 30,728,034$ 20,713,309$ 51,441,343$ 2,219.75$ 432$ 116$ 548$ 13,015,116$ 93,486$ 12,955$ 13,121,558$ 21,648,742$ 16,920,517$ 38,569,259$ 3,509.85$ -$ -$ -$ -$ -$ 69,764$ 69,764$ 9,079,292$ 3,792,792$ 12,872,084$ 1,182.97$

(11,097,249)$ (1,774,764)$ (12,872,013)$ (14,455,980)$ -$ 165,053$ (14,290,927)$ 484,129,685$ 83,912,464$ 568,042,149$ 34,072.04$ (282,348)$ (37,637)$ (319,985)$ (2,088,759)$ -$ 67,858$ (2,020,901)$ 88,087,629$ 6,912,197$ 94,999,827$ 92,529.02$

(44,820)$ (4,230)$ (49,050)$ (1,047,255)$ -$ 44,042$ (1,003,212)$ 34,213,235$ 2,961,330$ 37,174,565$ 134,169.55$ (237,528)$ (33,408)$ (270,935)$ (1,041,505)$ -$ 23,816$ (1,017,689)$ 53,874,394$ 3,950,867$ 57,825,261$ 77,294.68$

(10,814,901)$ (1,737,127)$ (12,552,028)$ (12,367,220)$ -$ 97,195$ (12,270,026)$ 396,042,056$ 77,000,266$ 473,042,322$ 29,874.18$ (7,507,536)$ (898,895)$ (8,406,431)$ (4,238,266)$ -$ 91,754$ (4,146,512)$ 253,280,039$ 48,753,886$ 302,033,925$ 191,010.59$ (1,575,105)$ (326,857)$ (1,901,962)$ (417,414)$ -$ -$ (417,414)$ 64,614,922$ 14,089,347$ 78,704,269$ 38,807.76$

-$ -$ -$ 104,866$ -$ 5,440$ 110,306$ 3,581,264$ 187,434$ 3,768,698$ 5,666.56$ (1,732,261)$ (511,374)$ (2,243,635)$ (7,816,406)$ -$ -$ (7,816,406)$ 74,565,831$ 13,969,599$ 88,535,430$ 7,739.86$

(24,482,552)$ (5,460,133)$ (29,942,685)$ 50,196,809$ 10,324,478$ 3,163,693$ 63,684,980$ 828,833,528$ 152,213,597$ 981,047,125$ 387.98$


Benefits(16,496,283)$ (1,772,429)$ (18,268,712)$ 71,135,312$ 509,475$ 3,958,150$ 75,602,937$ 353,799,989$ 45,159,314$ 398,959,304$ 176.54$

18,462$ 1,581$ 20,043$ 94,995,483$ 6,303,496$ 3,858,845$ 105,157,825$ 184,415,197$ 32,762,359$ 217,177,556$ 249.85$ 18,462$ 1,581$ 20,043$ 98,573$ 2,382,144$ -$ 2,480,717$ 9,876,855$ 1,079,715$ 10,956,570$ 5,487.14$

-$ -$ -$ 1,787,797$ -$ 162,421$ 1,950,218$ 7,197,903$ 1,756,364$ 8,954,267$ 698.83$ -$ -$ -$ 93,109,113$ 3,921,352$ 3,696,424$ 100,726,889$ 155,157,834$ 29,926,279$ 185,084,114$ 13,098.30$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 12,182,604$ -$ 12,182,604$ 17.06$

(16,514,746)$ (1,774,010)$ (18,288,755)$ (23,860,171)$ (5,794,021)$ 99,305$ (29,554,887)$ 169,384,793$ 12,396,955$ 181,781,748$ 133.80$ (128,427)$ (8,660)$ (137,087)$ -$ -$ -$ -$ 8,700,486$ 481,282$ 9,181,768$ 462.07$

30,505$ 4,303$ 34,808$ -$ 28,581$ 99,305$ 127,885$ 6,992,813$ -$ 6,992,813$ 322.41$ (16,416,824)$ (1,769,653)$ (18,186,476)$ (23,860,171)$ (5,822,602)$ -$ (29,682,773)$ 153,691,494$ 11,915,673$ 165,607,167$ 125.42$

1,714$ 264$ 1,978$ 19,698,268$ 2,514$ 239,183$ 19,939,965$ 41,098,105$ 16,488,094$ 57,586,199$ 2,315.48$ 1,714$ 264$ 1,978$ 19,698,268$ 2,514$ 239,183$ 19,939,965$ 41,098,105$ 16,488,094$ 57,586,199$ 2,315.48$ 1,714$ 264$ 1,978$ 17,720,477$ 2,514$ 59,978$ 17,782,969$ 28,165,031$ 8,839,521$ 37,004,552$ 5,416.35$

-$ -$ -$ 1,977,791$ -$ 179,205$ 2,156,996$ 12,933,074$ 7,648,573$ 20,581,647$ 1,030.58$ (8,407,424)$ (805,054)$ (9,212,478)$ (8,331,181)$ -$ 433,428$ (7,897,752)$ 398,058,567$ 57,264,526$ 455,323,093$ 28,917.82$ 2,318,199$ 183,491$ 2,501,690$ (755,131)$ -$ -$ (755,131)$ 138,642,052$ -$ 138,642,052$ 274,649.95$ 1,170,205$ 91,763$ 1,261,967$ (839,819)$ -$ -$ (839,819)$ 67,120,990$ -$ 67,120,990$ 254,133.85$ 1,147,995$ 91,728$ 1,239,723$ 84,689$ -$ -$ 84,689$ 71,521,063$ -$ 71,521,063$ 297,163.95$

(10,725,624)$ (988,544)$ (11,714,168)$ (7,576,050)$ -$ 433,428$ (7,142,622)$ 259,416,514$ 57,264,526$ 316,681,040$ 19,563.29$ (7,766,524)$ (536,789)$ (8,303,314)$ (195,557)$ -$ 433,428$ 237,871$ 146,463,991$ 34,002,777$ 180,466,768$ 171,306.64$ (1,267,162)$ (151,130)$ (1,418,292)$ (342,609)$ -$ -$ (342,609)$ 48,840,259$ 11,957,461$ 60,797,720$ 25,909.38$

(98,957)$ (17,439)$ (116,396)$ 252,655$ -$ -$ 252,655$ 3,025,051$ 921,463$ 3,946,514$ 15,125.25$ (1,592,980)$ (283,187)$ (1,876,167)$ (7,290,539)$ -$ -$ (7,290,539)$ 61,087,214$ 10,382,825$ 71,470,039$ 5,919.10$

(24,901,994)$ (2,577,218)$ (27,479,213)$ 82,502,399$ 511,990$ 4,630,761$ 87,645,150$ 792,956,661$ 118,911,934$ 911,868,595$ 389.55$


Total BenefitsResource

Benefits per Participant

Natural Gas Benefits Other Resource BenefitsNon-Electric Resource Benefits Total Resource


Non-Electric)


Benefits

2016 Evaluated BenefitsNon-Electric Resource Benefits Total Resource


Non-Electric)















Grand Total









Grand Total

Program



(16,024,279)$ (997,129)$ (17,021,409)$ 75,695,330$ 818,768$ 4,063,085$ 80,577,182$ 346,505,548$ 44,831,136$ 391,336,685$ 176.08$ 18,739$ 1,066$ 19,805$ 99,117,602$ 6,462,431$ 3,938,954$ 109,518,988$ 184,776,294$ 32,976,356$ 217,752,650$ 250.89$ 18,739$ 1,066$ 19,805$ 100,146$ 2,405,530$ -$ 2,505,676$ 11,127,339$ 1,064,159$ 12,191,498$ 6,181.86$

-$ -$ -$ 2,074,011$ -$ 167,424$ 2,241,435$ 7,473,040$ 1,825,843$ 9,298,883$ 704.41$ -$ -$ -$ 96,943,445$ 4,056,901$ 3,771,531$ 104,771,876$ 156,678,691$ 30,086,354$ 186,765,045$ 13,109.94$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 9,497,224$ -$ 9,497,224$ 13.34$

(16,043,018)$ (998,195)$ (17,041,213)$ (23,422,273)$ (5,643,663)$ 124,131$ (28,941,805)$ 161,729,254$ 11,854,781$ 173,584,035$ 131.34$ (117,187)$ (5,306)$ (122,493)$ -$ -$ -$ -$ 8,816,450$ 506,085$ 9,322,535$ 460.80$

38,560$ 3,160$ 41,720$ -$ 24,625$ 124,131$ 148,756$ 7,112,347$ -$ 7,112,347$ 321.01$ (15,964,390)$ (996,049)$ (16,960,440)$ (23,422,273)$ (5,668,289)$ -$ (29,090,561)$ 145,800,457$ 11,348,696$ 157,149,152$ 122.51$

1,735$ 158$ 1,893$ 20,028,989$ 2,558$ 239,183$ 20,270,729$ 41,647,047$ 16,693,574$ 58,340,621$ 2,346.40$ 1,735$ 158$ 1,893$ 20,028,989$ 2,558$ 239,183$ 20,270,729$ 41,647,047$ 16,693,574$ 58,340,621$ 2,346.40$ 1,735$ 158$ 1,893$ 18,017,777$ 2,558$ 59,978$ 18,080,312$ 28,266,966$ 8,804,508$ 37,071,474$ 5,435.96$

-$ -$ -$ 2,011,212$ -$ 179,205$ 2,190,417$ 13,380,081$ 7,889,066$ 21,269,147$ 1,066.20$ (19,830,879)$ (1,135,965)$ (20,966,845)$ (10,657,392)$ -$ 483,498$ (10,173,894)$ 432,405,136$ 53,638,399$ 486,043,535$ 31,097.75$

2,639,199$ 142,694$ 2,781,894$ (790,988)$ -$ -$ (790,988)$ 149,754,241$ -$ 149,754,241$ 272,790.70$ 1,396,477$ 75,157$ 1,471,634$ (877,229)$ -$ -$ (877,229)$ 74,160,295$ -$ 74,160,295$ 248,078.70$ 1,242,722$ 67,537$ 1,310,260$ 86,241$ -$ -$ 86,241$ 75,593,946$ -$ 75,593,946$ 302,336.32$

(22,470,079)$ (1,278,660)$ (23,748,738)$ (9,866,403)$ -$ 483,498$ (9,382,906)$ 282,650,895$ 53,638,399$ 336,289,294$ 21,163.26$ (19,009,934)$ (983,414)$ (19,993,348)$ (188,384)$ -$ 483,498$ 295,113$ 156,805,612$ 31,278,167$ 188,083,778$ 189,220.08$

(1,309,198)$ (97,180)$ (1,406,378)$ (357,337)$ -$ -$ (357,337)$ 49,490,460$ 12,215,574$ 61,706,034$ 25,709.61$ (103,068)$ (10,538)$ (113,606)$ 238,019$ -$ -$ 238,019$ 2,940,085$ 942,586$ 3,882,672$ 14,700.43$

(2,047,879)$ (187,528)$ (2,235,406)$ (9,558,701)$ -$ -$ (9,558,701)$ 73,414,737$ 9,202,072$ 82,616,809$ 7,057.71$ (35,853,423)$ (2,132,937)$ (37,986,360)$ 85,066,927$ 821,325$ 4,785,766$ 90,674,018$ 820,557,731$ 115,163,109$ 935,720,840$ 410.38$


Benefits(45,906,298)$ (6,455,043)$ (52,361,341)$ 198,468,315$ 11,559,234$ 10,937,156$ 220,964,706$ 1,014,281,346$ 137,578,275$ 1,151,859,621$ 166.82$

520,355$ 54,256$ 574,611$ 274,128,504$ 24,398,229$ 10,534,697$ 309,061,430$ 560,883,551$ 101,249,655$ 662,133,206$ 254$ 264,922$ 26,382$ 291,304$ 365,856$ 10,995,532$ -$ 11,361,389$ 39,776,900$ 8,267,867$ 48,044,767$ 5,314$

-$ -$ -$ 4,411,123$ -$ 652,824$ 5,063,947$ 22,854,999$ 6,079,088$ 28,934,087$ 591$ 255,433$ 27,873$ 283,306$ 269,351,524$ 13,402,697$ 9,881,873$ 292,636,094$ 462,909,421$ 86,902,699$ 549,812,120$ 13,554$

-$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ -$ 35,342,231$ -$ 35,342,231$ 17$

(46,426,653)$ (6,509,299)$ (52,935,952)$ (75,660,189)$ (12,838,994)$ 402,459$ (88,096,724)$ 453,397,796$ 36,328,620$ 489,726,415$ 117$ (405,105)$ (31,490)$ (436,595)$ (76,356)$ (10,207)$ -$ (86,564)$ 24,447,243$ 1,338,766$ 25,786,008$ 556$

89,684$ 13,007$ 102,691$ 57,158$ 101,906$ 402,459$ 561,523$ 21,776,002$ -$ 21,776,002$ 387$ (46,111,232)$ (6,490,816)$ (52,602,048)$ (75,640,991)$ (12,930,694)$ -$ (88,571,684)$ 407,174,551$ 34,989,854$ 442,164,405$ 108$

3,881$ 538$ 4,419$ 52,742,373$ 98,558$ 561,084$ 53,402,015$ 113,473,186$ 53,894,977$ 167,368,163$ 2,300$ 3,881$ 538$ 4,419$ 52,742,373$ 98,558$ 561,084$ 53,402,015$ 113,473,186$ 53,894,977$ 167,368,163$ 2,300$ 3,881$ 538$ 4,419$ 48,753,370$ 98,558$ 132,911$ 48,984,839$ 78,080,739$ 34,564,547$ 112,645,286$ 4,713$

-$ -$ -$ 3,989,003$ -$ 428,174$ 4,417,176$ 35,392,447$ 19,330,431$ 54,722,877$ 1,080$ (39,335,552)$ (3,715,783)$ (43,051,335)$ (33,444,552)$ -$ 1,081,979$ (32,362,573)$ 1,314,593,388$ 194,815,388$ 1,509,408,776$ 31,390$

4,675,051$ 288,548$ 4,963,599$ (3,634,878)$ -$ 67,858$ (3,567,020)$ 376,483,922$ 6,912,197$ 383,396,120$ 187,701$ 2,521,861$ 162,690$ 2,684,551$ (2,764,303)$ -$ 44,042$ (2,720,261)$ 175,494,520$ 2,961,330$ 178,455,850$ 214,526$ 2,153,190$ 125,858$ 2,279,048$ (870,575)$ -$ 23,816$ (846,759)$ 200,989,403$ 3,950,867$ 204,940,270$ 169,224$

(44,010,603)$ (4,004,331)$ (48,014,934)$ (29,809,674)$ -$ 1,014,121$ (28,795,553)$ 938,109,465$ 187,903,191$ 1,126,012,656$ 23,527$ (34,283,994)$ (2,419,098)$ (36,703,092)$ (4,622,208)$ -$ 1,008,681$ (3,613,527)$ 556,549,642$ 114,034,829$ 670,584,471$ 184,920$

(4,151,465)$ (575,167)$ (4,726,632)$ (1,117,360)$ -$ -$ (1,117,360)$ 162,945,641$ 38,262,382$ 201,208,024$ 29,762$ (202,025)$ (27,977)$ (230,002)$ 595,540$ -$ 5,440$ 600,980$ 9,546,400$ 2,051,484$ 11,597,883$ 9,250$

(5,373,119)$ (982,089)$ (6,355,208)$ (24,665,646)$ -$ -$ (24,665,646)$ 209,067,783$ 33,554,496$ 242,622,279$ 6,887$ (85,237,969)$ (10,170,288)$ (95,408,257)$ 217,766,136$ 11,657,793$ 12,580,219$ 242,004,148$ 2,442,347,920$ 386,288,640$ 2,828,636,560$ 396$

2016-2018 BenefitsNon-Electric Resource Benefits Total Resource


Non-Electric)

2018 Planned BenefitsNon-Electric Resource Benefits Total Resource


Non-Electric)










Cost-Effectiveness, Plan Year Summary2016 Planned vs. EvaluatedNational GridMay 1, 2017

Total Program Costs Performance Incentive Participant Costs Total TRC Test Costs

A - Residential 2.28 223,899,626 398,632,857 125,228,251 6,732,064 40,663,800 174,733,232 A1 - Residential Whole House 2.10 112,010,625 214,223,960 76,754,143 3,496,082 20,575,351 102,213,335

A1a - Residential New Construction 1.58 4,131,995 11,263,402 3,041,588 162,568 3,868,536 7,131,407 A1b - Residential Multi-Family Retrofit 0.89 (1,105,530) 8,740,852 10,218,336 81,810 (653,555) 9,846,382 A1c - Residential Home Energy Services - Measures 2.49 108,281,374 181,158,362 51,463,519 3,044,843 17,360,370 72,876,988 A1d - Residential Home Energy Services - RCS 0.00 (5,872,408) - 5,872,408 - - 5,872,408 A1e - Residential Behavior/Feedback Program 2.01 6,575,195 13,061,344 6,158,293 206,862 - 6,486,149

A2 - Residential Products 3.03 123,496,924 184,408,897 36,866,184 3,235,982 20,088,449 60,911,973 A2a - Residential Heating & Cooling Equipment 1.00 (371) 9,136,044 5,202,345 97,389 3,734,935 9,136,415 A2b - Residential Consumer Products 1.54 2,434,976 6,980,147 3,325,564 99,453 1,057,325 4,545,171 A2c - Residential Lighting 3.56 121,062,320 168,292,707 28,338,276 3,039,139 15,296,189 47,230,387

A3 - Residential Hard-to-Measure 0.00 (11,607,924) - 11,607,924 - - 11,607,924 B - Low-Income 1.69 23,505,670 57,546,679 32,544,343 874,218 - 34,041,009

B1 - Low-Income Whole House 1.73 24,254,060 57,546,679 31,795,953 874,218 - 33,292,619 B1a - Low-Income Single Family Retrofit 2.09 18,870,666 36,237,653 16,455,939 589,140 - 17,366,987 B1b - Low-Income Multi-Family Retrofit 1.34 5,383,394 21,309,025 15,340,014 285,078 - 15,925,632

B2 - Low-Income Hard-to-Measure 0.00 (748,390) - 748,390 - - 748,390 C - Commercial & Industrial 2.33 249,642,074 436,755,085 118,663,272 7,423,817 58,856,518 187,113,011

C1 - C&I New Construction 3.45 88,836,778 125,046,692 25,658,942 2,308,911 7,767,855 36,209,914 C1a - C&I New Buildings & Major Renovations 3.27 42,357,362 61,000,154 12,869,915 1,115,588 4,426,600 18,642,792 C1b - C&I Initial Purchase & End of Useful Life 3.65 46,479,416 64,046,539 12,789,027 1,193,324 3,341,255 17,567,122

C2 - C&I Retrofit 2.10 163,076,363 311,708,392 90,733,262 5,114,906 51,088,664 148,632,029 C2a - C&I Existing Building Retrofit 1.78 79,149,066 181,049,980 53,845,425 2,800,011 44,253,692 101,900,914 C2b - C&I Small Business 2.33 34,437,209 60,302,183 19,855,505 1,021,220 4,605,872 25,864,974 C2c - C&I Multifamily Retrofit 0.63 (2,361,428) 4,080,475 6,884,791 17,613 (584,301) 6,441,903 C2d - C&I Upstream Lighting 4.59 51,851,517 66,275,754 10,147,541 1,276,062 2,813,400 14,424,237

C3 - C&I Hard-to-Measure 0.00 (2,271,068) - 2,271,068 - - 2,271,068 Grand Total 2.26 497,047,369 892,934,621 276,435,867 15,030,099 99,520,318 395,887,252



A1a - Residential New Construction 1.39 6,950,911 24,896,699 4,995,982 339,617 12,597,527 17,945,788 A1b - Residential Multi-Family Retrofit 0.91 (1,109,555) 10,680,937 13,251,051 112,703 (1,601,654) 11,790,492 A1c - Residential Home Energy Services - Measures 3.38 125,291,326 177,962,961 41,173,069 3,233,713 8,139,860 52,671,635 A1d - Residential Home Energy Services - RCS 0.00 (6,424,279) - 6,392,254 - - 6,424,279 A1e - Residential Behavior/Feedback Program 2.15 7,303,497 13,662,403 6,116,760 223,570 - 6,358,906

A2 - Residential Products 2.17 72,303,546 134,360,633 29,803,434 2,209,196 29,926,563 62,057,087 A2a - Residential Heating & Cooling Equipment 0.93 (586,080) 7,281,706 4,944,865 76,835 2,826,699 7,867,785 A2b - Residential Consumer Products 2.26 4,275,780 7,670,841 2,993,837 127,393 243,310 3,395,061 A2c - Residential Lighting 2.35 68,613,845 119,408,086 21,864,732 2,004,968 26,856,554 50,794,241


B1 - Low-Income Whole House 1.86 23,820,888 51,441,343 26,739,202 802,565 - 27,620,455 B1a - Low-Income Single Family Retrofit 2.59 23,685,140 38,569,259 14,178,197 663,846 - 14,884,119 B1b - Low-Income Multi-Family Retrofit 1.01 135,748 12,872,084 12,561,005 138,719 - 12,736,336


C1 - C&I New Construction 3.67 69,079,946 94,999,827 18,774,253 1,749,641 5,036,247 25,919,881 C1a - C&I New Buildings & Major Renovations 3.75 27,271,969 37,174,565 7,054,146 687,216 1,981,727 9,902,596 C1b - C&I Initial Purchase & End of Useful Life 3.61 41,807,977 57,825,261 11,720,107 1,062,425 3,054,520 16,017,284



2016 Planned Total Resource Cost Test (2016$)

Program Benefit-Cost Ratio

Net Benefits Total TRC Test Benefits

Costs

2016 Evaluated Total Resource Cost Test (2016$)Benefit-Cost

RatioNet Benefits Total TRC Test

Benefits

CostsProgram


Cost-Effectiveness, Plan Year Summary2016 Planned vs. EvaluatedNational GridMay 1, 2017


A - Residential -5% -13% -9% -11% -9% 21% -5%A1 - Residential Whole House 14% 18% 6% -6% 12% -7% -7%

A1a - Residential New Construction -12% 68% 121% 64% 109% 226% 152%A1b - Residential Multi-Family Retrofit 2% 0% 22% 30% 38% 145% 20%A1c - Residential Home Energy Services - Measures 36% 16% -2% -20% 6% -53% -28%A1d - Residential Home Energy Services - RCS 9% 9% 9%A1e - Residential Behavior/Feedback Program 7% 11% 5% -1% 8% -2%

A2 - Residential Products -28% -41% -27% -19% -32% 49% 2%A2a - Residential Heating & Cooling Equipment -7% 157824% -20% -5% -21% -24% -14%A2b - Residential Consumer Products 47% 76% 10% -10% 28% -77% -25%A2c - Residential Lighting -34% -43% -29% -23% -34% 76% 8%

A3 - Residential Hard-to-Measure -18% -18% -18%B - Low-Income 8% -1% -11% -16% -8% -17%

B1 - Low-Income Whole House 8% -2% -11% -16% -8% -17%B1a - Low-Income Single Family Retrofit 24% 26% 6% -14% 13% -14%B1b - Low-Income Multi-Family Retrofit -24% -97% -40% -18% -51% -20%

B2 - Low-Income Hard-to-Measure -38% -38% -38%C - Commercial & Industrial 12% 40% 30% 6% 32% 38% 17%

C1 - C&I New Construction 6% -22% -24% -27% -24% -35% -28%C1a - C&I New Buildings & Major Renovations 15% -36% -39% -45% -38% -55% -47%C1b - C&I Initial Purchase & End of Useful Life -1% -10% -10% -8% -11% -9% -9%

C2 - C&I Retrofit 18% 73% 52% 16% 58% 49% 28%C2a - C&I Existing Building Retrofit 23% 107% 67% 23% 77% 49% 36%C2b - C&I Small Business 11% 41% 31% 13% 33% 41% 17%C2c - C&I Multifamily Retrofit -13% 31% -8% 11% 126% 41% 6%C2d - C&I Upstream Lighting 24% 41% 34% -8% 35% 60% 8%

C3 - C&I Hard-to-Measure -41% -41% -41%Grand Total 5% 14% 10% -4% 11% 31% 4%

Notes

* Prior to October 2016, the Company recovered other energy efficiency-related labor benefits through the Company’s base distribution rates. These energy efficiency related labor benefits are included in this column and are included in the Company’s Total Resource Costs for the purposes of determining cost-effectiveness. However, these costs are excluded from the Company’s energy efficiency expenditures pursuant to the Department’s finding in D.P.U. 15-155, at 143-144, 171. The Company transferred these costs from its base distribution rates to the EES in order for the EES to uniformly and appropriately include the same costs as the other Massachusetts Program Administrators, including the Company’s gas affiliates with the Department’s approval of the Company’s Second Amended Compliance Filing on February 17, 2017. Beginning in October 2016, all energy efficiency related labor benefits are collected through the EES and will be included in the Company’s total expenditures.

• The Green Communities Act requires that energy efficiency programs be cost-effective. G.L. c. 25, §§ 21(a), 21(b)(3). If a core initiative is not cost-effective, the Program Administrator has provided an explanation in its report filing.• The plan year variances provided above are intended to indicate the Program Administrator's performance in the plan year only. The variances used to determine significant variances are provided separately. The variances above and the significant variances use different calculations to determine variances on an annual basis and over the three-year term, respectively.

Total TRC Test Benefits

CostsProgram

2016 Planned v. Evaluated Total Resource Cost Test (2016$) Variances (%)Benefit-Cost

RatioNet Benefits


Cost-Effectiveness, Three-Year Total2016-2018 Total Resource Cost Test (2016$)National GridMay 1, 2017




A2 - Residential Products 2.17 72,303,546 134,360,633 29,803,434 2,209,196 29,926,563 62,057,087 A2a - Residential Heating & Cooling Equipment 0.93 (586,080) 7,281,706 4,944,865 76,835 2,826,699 7,867,785 A2b - Residential Consumer Products 2.26 4,275,780 7,670,841 2,993,837 127,393 243,310 3,395,061 A2c - Residential Lighting 2.35 68,613,845 119,408,086 21,864,732 2,004,968 26,856,554 50,794,241


B1 - Low-Income Whole House 1.86 23,820,888 51,441,343 26,739,202 802,565 - 27,620,455 B1a - Low-Income Single Family Retrofit 2.59 23,685,140 38,569,259 14,178,197 663,846 - 14,884,119 B1b - Low-Income Multi-Family Retrofit 1.01 135,748 12,872,084 12,561,005 138,719 - 12,736,336


C1 - C&I New Construction 3.67 69,079,946 94,999,827 18,774,253 1,749,641 5,036,247 25,919,881 C1a - C&I New Buildings & Major Renovations 3.75 27,271,969 37,174,565 7,054,146 687,216 1,981,727 9,902,596 C1b - C&I Initial Purchase & End of Useful Life 3.61 41,807,977 57,825,261 11,720,107 1,062,425 3,054,520 16,017,284





A1a - Residential New Construction 1.58 4,042,313 10,956,570 2,970,332 158,316 3,726,630 6,914,257 A1b - Residential Multi-Family Retrofit 0.90 (964,166) 8,954,267 10,289,161 85,551 (656,967) 9,918,433 A1c - Residential Home Energy Services - Measures 2.39 107,755,948 185,084,114 53,215,387 3,079,759 20,020,240 77,328,166 A1d - Residential Home Energy Services - RCS 0.00 (5,956,246) - 5,956,246 - - 5,956,246 A1e - Residential Behavior/Feedback Program 1.93 5,874,858 12,182,604 5,996,002 190,208 - 6,307,747

A2 - Residential Products 3.07 122,551,242 181,781,748 38,645,313 3,196,514 16,664,084 59,230,505 A2a - Residential Heating & Cooling Equipment 1.00 10,121 9,181,768 5,309,179 97,983 3,662,282 9,171,647 A2b - Residential Consumer Products 1.55 2,481,005 6,992,813 3,295,167 100,026 1,053,504 4,511,808 A2c - Residential Lighting 3.64 120,060,116 165,607,167 30,040,967 2,998,505 11,948,297 45,547,051







2016 Evaluated Total Resource Cost Test (2016$)



Costs




Costs


Cost-Effectiveness, Three-Year Total2016-2018 Total Resource Cost Test (2016$)National GridMay 1, 2017



A1a - Residential New Construction 1.76 5,266,928 12,191,498 3,019,048 184,142 3,662,137 6,924,570 A1b - Residential Multi-Family Retrofit 0.93 (719,571) 9,298,883 10,390,501 91,728 (665,364) 10,018,453 A1c - Residential Home Energy Services - Measures 2.39 108,464,780 186,765,045 54,203,522 3,106,662 19,972,759 78,300,265 A1d - Residential Home Energy Services - RCS 0.00 (5,898,170) - 5,898,170 - - 5,898,170 A1e - Residential Behavior/Feedback Program 1.55 3,383,919 9,497,224 5,855,171 136,051 - 6,113,305

A2 - Residential Products 3.12 118,000,912 173,584,035 37,808,775 3,064,239 13,982,264 55,583,122 A2a - Residential Heating & Cooling Equipment 1.02 139,376 9,322,535 5,387,811 100,815 3,591,872 9,183,159 A2b - Residential Consumer Products 1.59 2,632,639 7,112,347 3,259,987 102,900 1,053,428 4,479,708 A2c - Residential Lighting 3.75 115,228,897 157,149,152 29,160,978 2,860,524 9,336,963 41,920,255








A - Residential 2.22 633,883,278 1,151,859,621 368,203,883 19,411,969 125,768,078 517,976,343 A1 - Residential Whole House 2.14 353,262,493 662,133,206 229,722,656 10,942,021 65,195,168 308,870,713


A2 - Residential Products 2.77 312,855,700 489,726,415 106,257,523 8,469,949 60,572,911 176,870,715 A2a - Residential Heating & Cooling Equipment 0.98 (436,583) 25,786,008 15,641,855 275,633 10,080,853 26,222,591 A2b - Residential Consumer Products 1.76 9,389,424 21,776,002 9,548,991 330,319 2,350,243 12,386,578 A2c - Residential Lighting 3.20 303,902,859 442,164,405 81,066,677 7,863,997 48,141,815 138,261,547

A3 - Residential Hard-to-Measure 0.00 (32,234,915) - 32,223,704 - - 32,234,915 B - Low-Income 1.77 72,844,023 167,368,163 90,604,129 2,587,307 - 94,524,140

B1 - Low-Income Whole House 1.81 74,763,001 167,368,163 88,685,882 2,587,307 - 92,605,162 B1a - Low-Income Single Family Retrofit 2.29 63,432,190 112,645,286 46,641,142 1,881,722 - 49,213,096 B1b - Low-Income Multi-Family Retrofit 1.26 11,330,811 54,722,877 42,044,740 705,585 - 43,392,066

B2 - Low-Income Hard-to-Measure 0.00 (1,918,977) - 1,918,247 - - 1,918,977 C - Commercial & Industrial 2.53 913,350,007 1,509,408,776 357,679,738 26,117,187 206,625,785 596,058,769


C2 - C&I Retrofit 2.33 643,468,150 1,126,012,656 275,686,647 19,022,196 183,522,075 482,544,506 C2a - C&I Existing Building Retrofit 1.97 330,013,983 670,584,471 167,326,864 10,725,748 159,779,570 340,570,488 C2b - C&I Small Business 2.45 119,132,279 201,208,024 62,112,820 3,439,584 15,648,562 82,075,745 C2c - C&I Multifamily Retrofit 0.59 (8,146,380) 11,597,883 21,406,674 67,632 (2,005,105) 19,744,264 C2d - C&I Upstream Lighting 6.04 202,468,269 242,622,279 24,840,288 4,789,232 10,099,048 40,154,009

C3 - C&I Hard-to-Measure 0.00 (5,632,466) - 5,624,537 - - 5,632,466 Grand Total 2.34 1,620,077,309 2,828,636,560 816,487,751 48,116,464 332,393,863 1,208,559,251

Notes• The Green Communities Act requires that energy efficiency programs be cost-effective. G.L. c. 25, §§ 21(a), 21(b)(3). If a core initiative is not cost-effective, the Program Administrator has provided an explanation in its report filing.




Costs

2016-2018 Total Resource Cost Test (2016$)



Costs


Core Initiatives, Plan Year SummaryResidential ProgramsNational GridMay 1, 2017

Metric Units Planned Preliminary EvaluatedPlan v

PreliminaryPlan v

EvaluatedPreliminary v

EvaluatedMetric Units Planned Preliminary Evaluated

Plan v Preliminary

Plan v Evaluated

Preliminary v Evaluated

Annual Energy MWh 2,899 17,156 6,208 492% 114% -64% Annual Energy MWh 5,740 4,583 4,442 -20% -23% -3%Lifetime Energy MWh 38,884 182,594 66,075 370% 70% -64% Lifetime Energy MWh 75,387 65,167 62,651 -14% -17% -4%Annual Natural Gas Therms 1,536 20,162 13,946 1213% 808% -31% Annual Natural Gas Therms (9,247) (10,113) (10,906) 9% 18% 8%Lifetime Natural Gas Therms 23,040 399,734 276,479 1635% 1100% -31% Lifetime Natural Gas Therms (166,450) (182,028) (189,958) 9% 14% 4%Total Benefits 2016$ 11,263,402 55,654,985 24,896,699 394% 121% -55% Total Benefits 2016$ 9,136,044 7,507,014 7,281,706 -18% -20% -3%Total Program Costs nominal$ 3,041,588 4,995,982 4,995,982 64% 64% 0% Total Program Costs nominal$ 5,202,345 4,944,865 4,944,865 -5% -5% 0%Total Resource Costs 2016$ 7,131,407 17,945,788 17,945,788 152% 152% 0% Total Resource Costs 2016$ 9,136,415 7,867,785 7,867,785 -14% -14% 0%Benefit Cost Ratio B/C 1.58 3.10 1.39 96% -12% -55% Benefit Cost Ratio B/C 1.00 0.95 0.93 -5% -7% -3%


PreliminaryPlan v



Plan v Preliminary

Plan v Evaluated


Annual Energy MWh 5,297 5,838 8,064 10% 52% 38% Annual Energy MWh 6,808 5,668 5,668 -17% -17% 0%Lifetime Energy MWh 50,757 55,643 68,472 10% 35% 23% Lifetime Energy MWh 57,232 48,668 48,668 -15% -15% 0%Annual Natural Gas Therms - - - Annual Natural Gas Therms 4,272 3,915 3,915 -8% -8% 0%Lifetime Natural Gas Therms - - - Lifetime Natural Gas Therms 29,907 27,408 27,408 -8% -8% 0%Total Benefits 2016$ 8,740,852 9,456,290 10,680,937 8% 22% 13% Total Benefits 2016$ 6,980,147 6,754,678 7,670,841 -3% 10% 14%Total Program Costs nominal$ 10,218,336 13,251,051 13,251,051 30% 30% 0% Total Program Costs nominal$ 3,325,564 2,993,837 2,993,837 -10% -10% 0%Total Resource Costs 2016$ 9,846,382 11,790,492 11,790,492 20% 20% 0% Total Resource Costs 2016$ 4,545,171 3,395,061 3,395,061 -25% -25% 0%Benefit Cost Ratio B/C 0.89 0.80 0.91 -10% 2% 13% Benefit Cost Ratio B/C 1.54 1.99 2.26 30% 47% 14%


PreliminaryPlan v



Plan v Preliminary

Plan v Evaluated


Annual Energy MWh 44,472 65,556 57,953 47% 30% -12% Annual Energy MWh 195,018 190,492 200,287 -2% 3% 5%Lifetime Energy MWh 413,101 584,308 529,438 41% 28% -9% Lifetime Energy MWh 1,716,321 1,810,170 1,277,866 5% -26% -29%Annual Natural Gas Therms - 17,309 17,309 0% Annual Natural Gas Therms (2,188,104) (2,219,693) (2,720,853) 1% 24% 23%Lifetime Natural Gas Therms - 301,536 301,536 0% Lifetime Natural Gas Therms (19,257,120) (20,670,123) (17,276,427) 7% -10% -16%Total Benefits 2016$ 181,158,362 180,116,581 177,962,961 -1% -2% -1% Total Benefits 2016$ 168,292,707 173,031,522 119,408,086 3% -29% -31%Total Program Costs nominal$ 51,463,519 41,173,069 41,173,069 -20% -20% 0% Total Program Costs nominal$ 28,338,276 21,864,732 21,864,732 -23% -23% 0%Total Resource Costs 2016$ 72,876,988 52,671,635 52,671,635 -28% -28% 0% Total Resource Costs 2016$ 47,230,387 50,794,241 50,794,241 8% 8% 0%Benefit Cost Ratio B/C 2.49 3.42 3.38 38% 36% -1% Benefit Cost Ratio B/C 3.56 3.41 2.35 -4% -34% -31%


PreliminaryPlan v


EvaluatedAnnual Energy MWh 83,928 88,056 88,056 5% 5% 0%Lifetime Energy MWh 83,928 88,056 88,056 5% 5% 0%Annual Natural Gas Therms - - - Lifetime Natural Gas Therms - - - Total Benefits 2016$ 13,061,344 13,662,403 13,662,403 5% 5% 0%Total Program Costs nominal$ 6,158,293 6,116,760 6,116,760 -1% -1% 0%Total Resource Costs 2016$ 6,486,149 6,358,906 6,358,906 -2% -2% 0%Benefit Cost Ratio B/C 2.01 2.15 2.15 7% 7% 0%

Notes

A2b - Residential Consumer Products

A2c - Residential Lighting

A2 - Residential Products, 2016 Summary


A1e - Residential Behavior/Feedback Program

A1 - Residential Whole, 2016 SummaryA1a - Residential New Construction

A1b - Residential Multi-Family Retrofit

A1c - Residential Home Energy Services - Measures

A2a - Residential Heating & Cooling Equipment


Core Initiatives, Plan Year SummaryLow-Income ProgramsNational GridMay 1, 2017


PreliminaryPlan v


EvaluatedAnnual Energy MWh 8,336 7,372 6,740 -12% -19% -9%Lifetime Energy MWh 79,345 72,487 62,651 -9% -21% -14%Annual Natural Gas Therms 317 82 82 -74% -74% 0%Lifetime Natural Gas Therms 2,220 574 574 -74% -74% 0%Total Benefits 2016$ 36,237,653 29,976,084 38,569,259 -17% 6% 29%Total Program Costs nominal$ 16,455,939 14,178,197 14,178,197 -14% -14% 0%Total Resource Costs 2016$ 17,366,987 14,884,119 14,884,119 -14% -14% 0%Benefit Cost Ratio B/C 2.09 2.01 2.59 -3% 24% 29%


PreliminaryPlan v


EvaluatedAnnual Energy MWh 12,632 9,244 9,288 -27% -26% 0%Lifetime Energy MWh 108,875 83,169 78,605 -24% -28% -5%Annual Natural Gas Therms - - - Lifetime Natural Gas Therms - - - Total Benefits 2016$ 21,309,025 13,373,539 12,872,084 -37% -40% -4%Total Program Costs nominal$ 15,340,014 12,561,005 12,561,005 -18% -18% 0%Total Resource Costs 2016$ 15,925,632 12,736,336 12,736,336 -20% -20% 0%Benefit Cost Ratio B/C 1.34 1.05 1.01 -22% -24% -4%

Notes

B1a - Low-Income Single Family Retrofit

B1b - Low-Income Multi-Family Retrofit

B1 - Low-Income Whole House, 2016 Summary



Core Initiatives, Plan Year SummaryC&I ProgramsNational GridMay 1, 2017


PreliminaryPlan v



Plan v Preliminary

Plan v Evaluated


Annual Energy MWh 28,832 18,429 18,421 -36% -36% 0% Annual Energy MWh 101,735 166,485 166,419 64% 64% 0%Lifetime Energy MWh 466,106 275,562 274,073 -41% -41% -1% Lifetime Energy MWh 1,285,057 2,232,483 2,231,417 74% 74% 0%Annual Natural Gas Therms 71,692 (17,108) (4,482) -124% -106% -74% Annual Natural Gas Therms (385,783) (548,846) (548,846) 42% 42% 0%Lifetime Natural Gas Therms 1,272,344 (240,481) (30,657) -119% -102% -87% Lifetime Natural Gas Therms (8,411,748) (9,372,833) (9,372,833) 11% 11% 0%Total Benefits 2016$ 61,000,154 34,403,365 37,174,565 -44% -39% 8% Total Benefits 2016$ 181,049,980 303,461,637 302,033,925 68% 67% 0%Total Program Costs nominal$ 12,869,915 7,054,146 7,054,146 -45% -45% 0% Total Program Costs nominal$ 53,845,425 66,298,636 66,298,636 23% 23% 0%Total Resource Costs 2016$ 18,642,792 9,902,596 9,902,596 -47% -47% 0% Total Resource Costs 2016$ 101,900,914 138,117,368 138,117,368 36% 36% 0%Benefit Cost Ratio B/C 3.27 3.47 3.75 6% 15% 8% Benefit Cost Ratio B/C 1.78 2.20 2.19 24% 23% 0%


PreliminaryPlan v



Plan v Preliminary

Plan v Evaluated


Annual Energy MWh 23,170 26,971 26,873 16% 16% 0% Annual Energy MWh 39,684 43,561 43,561 10% 10% 0%Lifetime Energy MWh 360,590 430,068 428,460 19% 19% 0% Lifetime Energy MWh 401,954 491,819 491,819 22% 22% 0%Annual Natural Gas Therms 76,702 (26,393) (21,700) -134% -128% -18% Annual Natural Gas Therms (163,503) (220,734) (220,734) 35% 35% 0%Lifetime Natural Gas Therms 1,316,658 (388,945) (299,831) -130% -123% -23% Lifetime Natural Gas Therms (1,635,027) (212,563) (2,125,629) -87% 30% 900%Total Benefits 2016$ 64,046,539 59,775,284 57,825,261 -7% -10% -3% Total Benefits 2016$ 60,302,183 78,704,269 78,704,269 31% 31% 0%Total Program Costs nominal$ 12,789,027 11,720,107 11,720,107 -8% -8% 0% Total Program Costs nominal$ 19,855,505 22,370,569 22,370,569 13% 13% 0%Total Resource Costs 2016$ 17,567,122 16,017,284 16,017,284 -9% -9% 0% Total Resource Costs 2016$ 25,864,974 30,318,965 30,318,965 17% 17% 0%Benefit Cost Ratio B/C 3.65 3.73 3.61 2% -1% -3% Benefit Cost Ratio B/C 2.33 2.60 2.60 11% 11% 0%

Notes


PreliminaryPlan v


EvaluatedAnnual Energy MWh 4,447 4,016 5,018 -10% 13% 25%Lifetime Energy MWh 29,673 25,468 35,971 -14% 21% 41%Annual Natural Gas Therms (20,898) - - -100% -100%Lifetime Natural Gas Therms (128,313) - - -100% -100%Total Benefits 2016$ 4,080,475 2,836,320 3,768,698 -30% -8% 33%Total Program Costs nominal$ 6,884,791 7,608,977 7,608,977 11% 11% 0%Total Resource Costs 2016$ 6,441,903 6,851,134 6,851,134 6% 6% 0%Benefit Cost Ratio B/C 0.63 0.41 0.55 -35% -13% 33%


PreliminaryPlan v


EvaluatedAnnual Energy MWh 78,044 98,131 98,131 26% 26% 0%Lifetime Energy MWh 499,878 649,259 649,259 30% 30% 0%Annual Natural Gas Therms (277,078) (364,643) (364,643) 32% 32% 0%Lifetime Natural Gas Therms (1,702,143) (2,370,657) (2,370,657) 39% 39% 0%Total Benefits 2016$ 66,275,754 88,535,430 88,535,430 34% 34% 0%Total Program Costs nominal$ 10,147,541 9,301,188 9,301,188 -8% -8% 0%Total Resource Costs 2016$ 14,424,237 15,570,287 15,570,287 8% 8% 0%Benefit Cost Ratio B/C 4.59 5.69 5.69 24% 24% 0%

C1 - C&I New Construction, 2016 Summary C2 - C&I Retrofit, 2016 SummaryC1a - C&I New Buildings & Major Renovations


C2a - C&I Existing Building Retrofit

C2b - C&I Small Business

C2c - C&I Multifamily Retrofit

C2d - C&I Upstream Lighting

C1b - C&I Initial Purchase & End of Useful Life


Core Initiatives, Three-Year TotalResidential ProgramsNational GridMay 1, 2017

Metric Units 2016 Evaluated 2017 Planned 2018 Planned 2016-2018 Total Metric Units 2016 Evaluated 2017 Planned 2018 Planned 2016-2018 Total

Annual Energy MWh 6,208 2,575 2,730 11,513 Annual Energy MWh 4,442 5,783 5,830 16,055 Lifetime Energy MWh 66,075 35,497 42,207 143,778 Lifetime Energy MWh 62,651 76,162 77,002 215,815 Annual Natural Gas Therms 13,946 1,536 1,536 17,018 Annual Natural Gas Therms (10,906) (8,322) (7,490) (26,718) Lifetime Natural Gas Therms 276,479 23,040 23,040 322,559 Lifetime Natural Gas Therms (189,958) (149,805) (134,824) (474,588) Total Benefits 2016$ 24,896,699 10,956,570 12,191,498 48,044,767 Total Benefits 2016$ 7,281,706 9,181,768 9,322,535 25,786,008 Total Program Costs nominal$ 4,995,982 3,045,779 3,174,364 11,216,124 Total Program Costs nominal$ 4,944,865 5,444,032 5,664,988 16,053,885 Total Resource Costs 2016$ 17,945,788 6,914,257 6,924,570 31,784,616 Total Resource Costs 2016$ 7,867,785 9,171,647 9,183,159 26,222,591 Benefit Cost Ratio B/C 1.39 1.58 1.76 1.51 Benefit Cost Ratio B/C 0.93 1.00 1.02 0.98


Annual Energy MWh 8,064 5,363 5,397 18,825 Annual Energy MWh 5,668 6,979 7,181 19,828 Lifetime Energy MWh 68,472 51,352 52,265 172,089 Lifetime Energy MWh 48,668 58,570 60,137 167,375 Annual Natural Gas Therms - - - - Annual Natural Gas Therms 3,915 5,346 6,683 15,944 Lifetime Natural Gas Therms - - - - Lifetime Natural Gas Therms 27,408 37,422 46,778 111,607 Total Benefits 2016$ 10,680,937 8,954,267 9,298,883 28,934,087 Total Benefits 2016$ 7,670,841 6,992,813 7,112,347 21,776,002 Total Program Costs nominal$ 13,251,051 10,550,506 10,925,042 34,726,600 Total Program Costs nominal$ 2,993,837 3,378,864 3,427,697 9,800,399 Total Resource Costs 2016$ 11,790,492 9,918,433 10,018,453 31,727,379 Total Resource Costs 2016$ 3,395,061 4,511,808 4,479,708 12,386,578 Benefit Cost Ratio B/C 0.91 0.90 0.93 0.91 Benefit Cost Ratio B/C 2.26 1.55 1.59 1.76


Annual Energy MWh 57,953 43,418 40,796 142,167 Annual Energy MWh 200,287 183,554 163,505 547,346 Lifetime Energy MWh 529,438 398,040 377,992 1,305,470 Lifetime Energy MWh 1,277,866 1,751,857 1,679,531 4,709,254 Annual Natural Gas Therms 17,309 - - 17,309 Annual Natural Gas Therms (2,720,853) (2,059,472) (1,834,530) (6,614,854) Lifetime Natural Gas Therms 301,536 - - 301,536 Lifetime Natural Gas Therms (17,276,427) (19,655,838) (18,844,342) (55,776,606) Total Benefits 2016$ 177,962,961 185,084,114 186,765,045 549,812,120 Total Benefits 2016$ 119,408,086 165,607,167 157,149,152 442,164,405 Total Program Costs nominal$ 41,173,069 54,567,058 56,992,030 152,732,158 Total Program Costs nominal$ 21,864,732 30,804,008 30,661,169 83,329,909 Total Resource Costs 2016$ 52,671,635 77,328,166 78,300,265 208,300,067 Total Resource Costs 2016$ 50,794,241 45,547,051 41,920,255 138,261,547 Benefit Cost Ratio B/C 3.38 2.39 2.39 2.64 Benefit Cost Ratio B/C 2.35 3.64 3.75 3.20

Metric Units 2016 Evaluated 2017 Planned 2018 Planned 2016-2018 Total

Annual Energy MWh 88,056 83,931 83,934 255,922 Lifetime Energy MWh 88,056 83,931 83,934 255,922 Annual Natural Gas Therms - - - - Lifetime Natural Gas Therms - - - - Total Benefits 2016$ 13,662,403 12,182,604 9,497,224 35,342,231 Total Program Costs nominal$ 6,116,760 6,148,300 6,156,392 18,421,452 Total Resource Costs 2016$ 6,358,906 6,307,747 6,113,305 18,779,958

Benefit Cost Ratio B/C 2.15 1.93 1.55 1.88

A2c - Residential Lighting

A1b - Residential Multi-Family Retrofit

A1c - Residential Home Energy Services - Measures

A1e - Residential Behavior/Feedback Program

A1 - Residential Whole, 2016-2018 SummaryA1a - Residential New Construction

A2 - Residential Products, 2016-2018 SummaryA2a - Residential Heating & Cooling Equipment

A2b - Residential Consumer Products


Core Initiatives, Three-Year TotalLow-Income ProgramsNational GridMay 1, 2017


Annual Energy MWh 6,740 8,146 7,873 22,759 Lifetime Energy MWh 62,651 78,042 76,904 217,597 Annual Natural Gas Therms 82 317 317 716 Lifetime Natural Gas Therms 574 2,220 2,220 5,015 Total Benefits 2016$ 38,569,259 37,004,552 37,071,474 112,645,286 Total Program Costs nominal$ 14,178,197 16,818,896 16,886,911 47,884,004 Total Resource Costs 2016$ 14,884,119 17,331,818 16,997,158 49,213,096 Benefit Cost Ratio B/C 2.59 2.14 2.18 2.29


Annual Energy MWh 9,288 12,462 12,275 34,025 Lifetime Energy MWh 78,605 101,685 109,949 290,238 Annual Natural Gas Therms - - - - Lifetime Natural Gas Therms - - - - Total Benefits 2016$ 12,872,084 20,581,647 21,269,147 54,722,877 Total Program Costs nominal$ 12,561,005 15,303,801 15,308,013 43,172,818 Total Resource Costs 2016$ 12,736,336 15,500,740 15,154,990 43,392,066 Benefit Cost Ratio B/C 1.01 1.33 1.40 1.26

B1 - Low-Income Whole House, 2016-2018 SummaryB1a - Low-Income Single Family Retrofit

B1b - Low-Income Multi-Family Retrofit


Core Initiatives, Three-Year TotalC&I ProgramsNational GridMay 1, 2017


Annual Energy MWh 18,421 31,457 34,781 84,658 Annual Energy MWh 166,419 102,491 112,162 381,072 Lifetime Energy MWh 274,073 508,838 562,152 1,345,063 Lifetime Energy MWh 2,231,417 1,302,883 1,481,590 5,015,890 Annual Natural Gas Therms (4,482) 84,039 99,824 179,381 Annual Natural Gas Therms (548,846) (452,243) (1,219,479) (2,220,569) Lifetime Natural Gas Therms (30,657) 1,478,825 1,739,757 3,187,925 Lifetime Natural Gas Therms (9,372,833) (9,702,890) (23,606,130) (42,681,852) Total Benefits 2016$ 37,174,565 67,120,990 74,160,295 178,455,850 Total Benefits 2016$ 302,033,925 180,466,768 188,083,778 670,584,471 Total Program Costs nominal$ 7,054,146 14,270,528 16,044,826 37,369,501 Total Program Costs nominal$ 66,298,636 53,559,832 51,305,390 171,163,858 Total Resource Costs 2016$ 9,902,596 20,268,598 22,353,394 52,524,588 Total Resource Costs 2016$ 138,117,368 99,311,859 103,141,261 340,570,488 Benefit Cost Ratio B/C 3.75 3.31 3.32 3.40 Benefit Cost Ratio B/C 2.19 1.82 1.82 1.97


Annual Energy MWh 26,873 25,700 26,684 79,258 Annual Energy MWh 43,561 40,525 41,383 125,468 Lifetime Energy MWh 428,460 399,583 415,133 1,243,176 Lifetime Energy MWh 491,819 410,487 419,204 1,321,510 Annual Natural Gas Therms (21,700) 84,765 90,417 153,481 Annual Natural Gas Therms (220,734) (166,773) (170,108) (557,615) Lifetime Natural Gas Therms (299,831) 1,454,610 1,550,908 2,705,688 Lifetime Natural Gas Therms (2,125,629) (1,667,728) (1,701,082) (5,494,439) Total Benefits 2016$ 57,825,261 71,521,063 75,593,946 204,940,270 Total Benefits 2016$ 78,704,269 60,797,720 61,706,034 201,208,024 Total Program Costs nominal$ 11,720,107 14,108,844 15,412,214 41,241,165 Total Program Costs nominal$ 22,370,569 20,385,760 20,883,240 63,639,569 Total Resource Costs 2016$ 16,017,284 19,023,114 20,316,811 55,357,209 Total Resource Costs 2016$ 30,318,965 25,885,615 25,871,165 82,075,745 Benefit Cost Ratio B/C 3.61 3.76 3.72 3.70 Benefit Cost Ratio B/C 2.60 2.35 2.39 2.45


Annual Energy MWh 5,018 4,572 4,701 14,292 Lifetime Energy MWh 35,971 30,443 31,236 97,650 Annual Natural Gas Therms - (21,525) (22,171) (43,695) Lifetime Natural Gas Therms - (132,162) (136,127) (268,289) Total Benefits 2016$ 3,768,698 3,946,514 3,882,672 11,597,883 Total Program Costs nominal$ 7,608,977 7,074,225 7,253,611 21,936,814 Total Resource Costs 2016$ 6,851,134 6,449,280 6,443,849 19,744,264 Benefit Cost Ratio B/C 0.55 0.61 0.60 0.59


Annual Energy MWh 98,131 93,401 98,668 290,200 Lifetime Energy MWh 649,259 568,367 701,620 1,919,246 Annual Natural Gas Therms (364,643) (350,879) (375,816) (1,091,338) Lifetime Natural Gas Therms (2,370,657) (2,116,098) (2,672,388) (7,159,143) Total Benefits 2016$ 88,535,430 71,470,039 82,616,809 242,622,279 Total Program Costs nominal$ 9,301,188 8,192,454 7,937,969 25,431,611 Total Resource Costs 2016$ 15,570,287 12,932,687 11,651,036 40,154,009

Benefit Cost Ratio B/C 5.69 5.53 7.09 6.04

C2c - C&I Multifamily Retrofit

C2d - C&I Upstream Lighting

C1 - C&I New Construction, 2016-2018 SummaryC1a - C&I New Buildings & Major Renovations

C1b - C&I Initial Purchase & End of Useful Life

C2 - C&I Retrofit, 2016-2018 SummaryC2a - C&I Existing Building Retrofit

C2b - C&I Small Business


Greenhouse Gas Reductions, Plan Year SummaryGHG reductions are provided for information purposes only. They are not included in the TRC test.National GridMay 1, 2017

Electric Energy Natural Gas Oil NOX SO2(MWh) (Therms) (MMBTU) Electric Energy Electric Energy Electric Energy Natural Gas Oil

A - Residential 411,070 (2,874,389) 55,535 0.000185578 0.000090138 0.396076 0.005850 0.080693 76.3 37.1 150,481 B - Low-Income 20,968 317 45,714 0.000185578 0.000090138 0.396076 0.005850 0.080693 3.9 1.9 11,996 C - Commercial & Industrial 269,060 (685,800) (50,498) 0.000185578 0.000090138 0.396076 0.005850 0.080693 49.9 24.3 98,482 Grand Total 701,098 (3,559,872) 50,751 0.000185578 0.000090138 0.396076 0.005850 0.080693 130.1 63.2 260,959


A - Residential 416,818 (3,259,995) (83,111) 0.000185578 0.000090138 0.396076 0.005850 0.080693 77.4 37.6 139,314 B - Low-Income 16,028 82 32,274 0.000185578 0.000090138 0.396076 0.005850 0.080693 3.0 1.4 8,953 C - Commercial & Industrial 341,160 (1,084,945) (79,210) 0.000185578 0.000090138 0.396076 0.005850 0.080693 63.3 30.8 122,387 Grand Total 774,006 (4,344,858) (130,048) 0.000185578 0.000090138 0.396076 0.005850 0.080693 143.6 69.8 270,654


A - Residential 1% 13% -250% 0% 0% 0% 0% 0% 1% 1% -7%B - Low-Income -24% -74% -29% 0% 0% 0% 0% 0% -24% -24% -25%C - Commercial & Industrial 27% 58% 57% 0% 0% 0% 0% 0% 27% 27% 24%Grand Total 10% 22% -356% 0% 0% 0% 0% 0% 10% 10% 4%

Notes• The GHG factors have been updated since the 2016-2018 Plan in coordination with the Department of Environmental Protection to reflect the most up to date information available

2016 Planned Greenhouse Gas Reductions

SectorAdjusted Gross Annual Savings GHG Factors Annual Emissions Reductions (Short Tons)

CO2NOX SO2 CO2

2016 Evaluated Greenhouse Gas Reductions


CO2NOX SO2 CO2

2016 Planned v. Evaluated Greenhouse Gas Reductions Variances (%)


CO2NOX SO2 CO2


Greenhouse Gas Reductions, Three-Year TotalGHG reductions are provided for information purposes only. They are not included in the TRC test.National GridMay 1, 2017


A - Residential 416,818 (3,259,995) (83,111) 0.000185578 0.000090138 0.396076 0.005850 0.080693 77.4 37.6 139,314 B - Low-Income 16,028 82 32,274 0.000185578 0.000090138 0.396076 0.005850 0.080693 3.0 1.4 8,953 C - Commercial & Industrial 341,160 (1,084,945) (79,210) 0.000185578 0.000090138 0.396076 0.005850 0.080693 63.3 30.8 122,387 Grand Total 774,006 (4,344,858) (130,048) 0.000185578 0.000090138 0.396076 0.005850 0.080693 143.6 69.8 270,654


A - Residential 405,484 (2,804,896) 67,917 0.000185578 0.000090138 0.396076 0.005850 0.080693 75.2 36.5 149,674 B - Low-Income 20,608 317 47,853 0.000185578 0.000090138 0.396076 0.005850 0.080693 3.8 1.9 12,026 C - Commercial & Industrial 286,039 (800,127) (62,542) 0.000185578 0.000090138 0.396076 0.005850 0.080693 53.1 25.8 103,566 Grand Total 712,131 (3,604,706) 53,228 0.000185578 0.000090138 0.396076 0.005850 0.080693 132.2 64.2 265,266


A - Residential 388,449 (2,621,854) 84,501 0.000185578 0.000090138 0.396076 0.005850 0.080693 72.1 35.0 145,336 B - Low-Income 20,148 317 47,853 0.000185578 0.000090138 0.396076 0.005850 0.080693 3.7 1.8 11,843 C - Commercial & Industrial 312,460 (1,632,194) (73,581) 0.000185578 0.000090138 0.396076 0.005850 0.080693 58.0 28.2 108,272 Grand Total 721,057 (4,253,731) 58,773 0.000185578 0.000090138 0.396076 0.005850 0.080693 133.8 65.0 265,452


A - Residential 1,210,751 (8,686,745) 69,307 0.000185578 0.000090138 0.396076 0.005850 0.080693 225 109 434,325 B - Low-Income 56,784 716 127,980 0.000185578 0.000090138 0.396076 0.005850 0.080693 11 5 32,822 C - Commercial & Industrial 939,658 (3,517,266) (215,334) 0.000185578 0.000090138 0.396076 0.005850 0.080693 174 85 334,225 Grand Total 2,207,193 (12,203,295) (18,047) 0.000185578 0.000090138 0.396076 0.005850 0.080693 410 199 801,372

Notes• The GHG factors have been updated since the 2016-2018 Plan in coordination with the Department of Environmental Protection to reflect the most up to date information available

2016 Evaluated Greenhouse Gas Reductions


CO2NOX SO2 CO2



CO2NOX SO2 CO2

2016-2018 Greenhouse Gas Reductions


CO2NOX SO2 CO2



CO2NOX SO2 CO2


Massachusetts Electric Company

Nantucket Electric Company

d/b/a National Grid

2016 Energy Efficiency Plan-Year Report

D.P.U. 17-100

May 1, 2017

APPENDICES

Massachusetts Electric Company and Nantucket Electric Company d/b/a National Grid

D.P.U. 17-100 2016 Energy Efficiency Plan-Year Report

Appendix 1, Significant Variances & Cost-Effectiveness Page 1 of 15

APPENDIX 1

Significant Core Initiative Variances & Cost-Effectiveness

Program Administrator-Specific Narrative Explanations for Massachusetts Electric Company and Nantucket Electric Company d/b/a National Grid (the “Company”) are as follows. I. RESIDENTIAL PROGRAMS

A. RESIDENTIAL WHOLE HOUSE

The actual 2016 benefit-cost ratio for the Residential Whole House program is 2.39. The projected benefit-cost ratio for the 2016-2018 plan term is 2.14 after accounting for actual results from 2016.

1. Residential New Construction

a. Significant Variances 1 A significant variance for the 2016 plan-year exists between: (1) planned budget and actual budget and (2) preliminary and evaluated total resource benefits. Actual expenditures for Residential New Construction & Major Renovation core initiative were 64 percent higher than the planned budget. The primary reason was that actual expenditures in the participant incentive cost category were 73 percent higher than planned due to customer participation being 116 percent above planned. A significant variance exists between preliminary and evaluated total resource benefits for the Residential New Construction core initiative. Evaluated total resource benefits were 62 percent less than preliminary total resource benefits. The decrease in benefits was caused by a decrease in energy savings due to the 2015-2016 Massachusetts Single-Family Code Compliance Baseline Study, which is included as Attachment 4D, Study 16-16. This study updated the User Defined Reference Home (“UDRH”), last updated in 2011, and is based on current common installation practices for non-participating homes. The study found significant increases in the installation of several energy efficiency measures in non-participating homes. Some of these measures included duct leakage, air infiltration and ceiling

1 Plan-year core initiative significant variances are defined in the D.P.U. 11-120, Phase II Plan-Year Report

Template as: (1) variances between planned and actual core initiative budget of 15 percent or greater; (2) variances between planned and preliminary core initiative total lifetime savings showing a decrease of 15 percent or greater; (3) variances between planned and preliminary core initiative total benefits showing a decrease of 15 percent or greater; and (4) variances between preliminary and evaluated core initiative total resource benefits showing a decrease of 15 percent or greater.




insulation. The UDRH updates increased the baseline for this initiative and resulted in decreased total claimable resource benefits by 64 percent for the non-lighting low-rise portion of the Residential New Construction core initiative. In addition, the end of useful life (“EUL”) for EISA compliant LED measures were reduced based on the results of the Lighting Market Adoption Model included as Attachment 4D, Study 16-4, which also resulted in lower than planned total resource benefits.

In response to the above variances, the Company plans to make the following change in program design/implementation: The Program Administrators (“PAs”) have designed a new performance-based incentive structure in this core initiative that, starting July 2017, will be utilized to enhance program savings and align builder incentives more closely to those savings. The “Blended Savings Approach” combines incentives for kWh and MMBtus saved with an incentive for “percent savings over baseline” to encourage better energy efficiency buildings practices and equipment. Participants can enter the program at 5 percent savings above the UDRH, versus the previous benchmark of 15 percent savings. Overall the new incentive structure aims to streamline the program for both participants and the PAs to encourage more savings and reduced administration. The Company plans to work with the statewide Residential New Construction core initiative vendor to implement broad marketing tactics to increase awareness among builders and raters about the new incentive structure, and the program in general. With this new incentive structure and marketing tactics, the Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative. The Company will monitor this core initiative’s activity for the remainder of the plan term and determine if a midterm modification or EEAC review is necessary.

b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the Residential New Construction core initiative is 1.39. The projected benefit-cost ratio for the 2016-2018 plan term is 1.51 after accounting for actual results from 2016.

2. Residential Multi-Family

a. Significant Variances




A significant variance for the 2016 program year exists between the planned budget and actual expenditures. Actual expenditures for the Multi-Family Retrofit core initiative were 30 percent higher than the planned budget. The primary reason was that actual expenditures in the participant incentive cost category were 33 percent higher than planned due to greater than anticipated customer participation. Preliminary lifetime savings do not reflect this increase in participation due to a change in the way savings for some measures were calculated compared to plan. Based on the outcome of two evaluation studies, which indicated that lighting savings estimates for this initiative were not being calculated accurately, (2013 National Grid Multifamily Program Gas and Electric Impact Study and the Multifamily Program Improvement Strategies: Preliminary Results study included as Attachment 4D, Studies 16-13 and 16-14), the PAs and EEAC evaluation consultants determined that the PAs would change the methodology for assigning energy savings to lighting measures installed in dwelling units from vendor-calculated savings using site-specific delta watts and hours of use to deemed savings. The deemed savings that were assigned are lower than the average vendor-calculated savings previously used by the Company in the three-year plan, resulting in a decrease impacting both the preliminary and evaluated gross savings. In response to the above variances, the Company plans to make the following change(s) in program design/implementation: Based on a review of 2016 measures installed, the Company is discontinuing the installation of in-unit fixtures installed in the initiative. Moreover, the Company is working with its vendors on additional ways to streamline program delivery to ensure it is pursuing all opportunities while increasing the diversity of measures installed to maximize savings while reducing transaction costs. The Company will monitor this core initiative’s activity for the remainder of the plan term and determine if a midterm modification or EEAC review is necessary. The Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative. b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the Residential Multi-Family core initiative is 0.91. The projected benefit-cost ratio for the 2016-2018 plan term is 0.91 after accounting for actual results from 2016. This core initiative is not cost-effective for the 2016 program year. The Company planned with a 60 percent placeholder realization rate based on the preliminary results from the 2013 National Grid Multifamily Program Gas and Electric Impact Study




impact evaluation, which resulted in a planned benefit-cost ratio of 0.89 for this core initiative. In accordance with the GCA and Department Orders, the PAs review cost-effectiveness at the program and core initiative levels. PAs offer non-cost-effective measures when deemed appropriate, so long as they are balanced out by other measures such that the core initiative is cost-effective overall. The specific measures offered in this core initiative that are not cost-effective are in-unit and common area lighting fixtures, which the PAs continued to offer in 2016 as they were important 'gateways' to getting owners to participate in the program in order to leverage deeper savings measures. In the past, the residential multi-family core initiative has remained cost-effective, even when offering these gateway measures. However, in 2016, the cumulative impact of the various evaluations on this core initiative, especially the lighting evaluation that reduced measure lives (2016 Lighting Market Adoption Model included as Attachment 4D, Study 16-4 and the 2016 Interim Reflector Market Adoption Model included as Attachment 4D, Study 16-4), resulted in the initiative falling below a 1.0 benefit-cost ratio for 2016. Moving forward, the PAs have ceased to offer in-unit fixtures, and expect that the core initiative will be cost-effective for the remainder of the term.

3. Residential Home Energy Services

a. Significant Variances A significant variance exists between the planned budget and actual expenditures. Actual expenditures for the Home Energy Services – Measures core initiative were 20 percent lower than planned. There are three main reasons for this variance. The first reason is because this core initiative budget includes anticipated costs to meet new code requirements for installing attic insulation. This code requirement added significantly to the Home Energy Services – Measures core initiative budget. After the final three-year plan was filed, the Board of Building Regulations and Standards ruled that this core initiative was exempt from these new requirements, which meant the budgeted money was not spent. The second reason that contributed to the underspending is that the Company planned on installing more Wi-Fi thermostats in the direct install delivery channel than in the mail-in rebate delivery channel while actual participation showed a greater than expected amount of mail-in delivery participation. The mail-in rebate delivery channel costs less, and therefore, the Company spent less than planned on this measure. Yet another factor was the slower than anticipated launch of duct sealing and insulation, a new measure in the initiative. Finally, the lower than planned participation contributed to the underspending in this core initiative. The lower participation rates are due to the warm winter in 2015-2016 as well as the sudden closure of the core initiative’s largest Home Performance




Contractor (“HPC”). This HPC drove close to 25 percent of the previous years’ participants through its proprietary marketing and outreach. In response to the above variances The Company plans to make the following change in the program design/implementation: The Company has increased marketing spending and restructured contractor incentives to fill the void left by the closure of the largest HPC. The Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative.

The Company will monitor this core initiative’s activity for the remainder of the plan term and determine if a midterm modification or EEAC review is necessary.

b. Program Cost-Effectiveness

The actual 2016 benefit-cost ratio for the Residential Home Energy Services core initiative is 3.38. The projected benefit-cost ratio for the 2016-2018 plan term is 2.64 after accounting for actual results from 2016.

4. Residential Behavior/Feedback

a. Significant Variances There are no significant variances to report for this core initiative. The Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative.

b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the Residential Behavior/Feedback core initiative is 2.15. The projected benefit-cost ratio for the 2016-2018 plan term is 1.88 after accounting for actual results from 2016.

B. RESIDENTIAL PRODUCTS

The actual 2016 benefit-cost ratio for the Residential Products Program is 2.17. The projected benefit-cost ratio for the 2016-2018 plan term is 2.77 after accounting for actual results from 2016.

1. Residential Heating & Cooling Equipment





A significant variance for 2016 exists between the planned and preliminary total benefits. Preliminary total benefits for the Residential Electric Heating and Cooling core initiative were 18 percent lower than planned. The primary reason for this variance is that the quantity of the majority of measures incentivized through this initiative was lower than planned. Since total benefits for this core initiative are comprised mostly of electric benefits, the lower than planned quantities contributed largely to this variance. The remaining reduction in benefits is due to the measure mix. Fewer measures with non-energy impacts were incentivized than planned, such as duct sealing, downsizing, quality installation verification, central air conditioning, central heat pumps, and measures with a negative natural gas impact, such as furnaces with electrically commutated motors (“ECMs”).

In response to the above variance, the Company plans to make the following change in program design/implementation:

The Company is increasing engagement with the contractor community to increase production and encourage participation in service measures by increasing outreach through supply houses and manufacturer trainings, as well as direct contractor communications. The Company is projecting to achieve its savings and benefits goals by the end of the 2016-2018 plan term for this core initiative. b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the Residential Heating & Cooling core initiative is 0.93. The projected benefit-cost ratio for the 2016-2018 plan term is 0.98 after accounting for actual results from 2016. This core initiative is not cost-effective for the 2016 program year, which is a result of a combination of lower than planned quantities of incentivized measures and higher than planned expenditures in the Sales, Technical Assistance and Training (“STAT”) and Evaluation & Market Research cost categories. As outlined in the planned to preliminary total benefits variance explanation, lower than planned quantities led to 17 percent lower lifetime savings, as well as 20 percent lower total benefits because of the measure mix (fewer measures with non-energy impacts were incentivized than planned). STAT costs were 27 percent higher than planned, and evaluation costs were 176 percent higher than planned.

As stated above, The Company is increasing engagement with the contractor community to increase production and encourage participation in service measures. Changes were made mid-2016 to the core initiative to decrease STAT costs, including




developing an online portion of AC Check training designed to reduce the cost of in-person training and streamlining the AC Check reporting process. Results of these changes are expected to be seen in 2017. STAT costs will continue to be monitored. Evaluation spending is anticipated to be significantly lower in 2017 and 2018. The Ductless Mini-Split Heat Pump Impact Evaluation included as Attachment 4D, Study 16-15, was completed at the end of 2016 and there are no large-scale evaluations of this core initiative currently planned.

2. Residential Lighting

a. Significant Variances Significant variances exist between (1) planned budget and actual expenditures and (2) preliminary and evaluated total resource benefits. Actual expenditures for the Residential Lighting core initiative were 23 percent lower than the planned budget. The primary reason for this variance is the rapid reduction of the cost of LED and CFL light bulbs and fixtures. In many bulb categories, actual incentives per bulb were half of what the Company planned. Evaluated total resource benefits are 33 percent lower than preliminary total resource benefits, which is due to evaluation results. In January 2017, the U.S. Department of Energy issued a ruling that changed the definition of bulbs subject to the Energy Independence and Security Act (“EISA”) beginning on January 1, 2020. Due to the method the PAs use to calculate an EUL for EISA compliant residential lighting measures, the EUL for the aforementioned measures that will be subject to EISA beginning on January 1, 2020, was significantly reduced. Specifically, the EUL for these measures was reduced from 17 years to 8 years, which resulted in lower than preliminary total resource benefits. Moreover, the EULs for EISA compliant LED measures were reduced based on the results of the 2016 Lighting Market Adoption Model included as Attachment 4D, Study 16-4 and the 2016 Interim Reflector Market Adoption Model included as Attachment 4D, Study 16-4, which also resulted in lower than preliminary total resource benefits.

In response to the above variance, the Company plans to increase the volume of incentivized bulbs as it is encouraged by lower bulb prices. The Company will monitor this core initiative’s activity for the remainder of the plan term in order to determine if the savings and benefits goals can be achieved by the end of the 2016-2018 plan term for this core initiative and whether a midterm modification or EEAC review is necessary.




b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the Residential Lighting core initiative is 2.35. The projected benefit-cost ratio for the 2016-2018 plan term is 3.20 after accounting for actual results from 2016.

3. Residential Consumer Products

a. Significant Variances There are no significant variances to report for this core initiative. The Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative. b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the Residential Consumer Products core initiative is 2.26. The projected benefit-cost ratio for the 2016-2018 plan term is 1.76 after accounting for actual results from 2016.

II. LOW-INCOME PROGRAMS

A. LOW-INCOME WHOLE HOUSE

The actual 2016 benefit-cost ratio for the Low-Income Whole House program is 1.86. The projected benefit-cost ratio for the 2016-2018 plan term is 1.81 after accounting for actual results from 2016.

1. Low-Income Single Family Retrofit


A significant variance exists between planned and preliminary total benefits. Preliminary total benefits were 17 percent lower than planned because the actual measure mix installed was different than planned. The Company completed fewer than expected insulation jobs and heating system replacements (boilers) in oil heated homes, which resulted in lower than planned oil benefits. Since oil benefits comprise a large part of the total benefits for this core initiative, the lower than planned oil benefits contributed to the significant decrease of 17 percent between planned and preliminary total benefits.




In response to the above variances, the Company is working with its lead vendor to increase outreach to oil heated homes.

The Company will monitor this core initiative’s activity for the remainder of the plan term and determine if a midterm modification or EEAC review is necessary. The Company is projecting to achieve its savings and benefits goals by the end of the 2016-2018 plan term for this core initiative.

b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the Low-Income Single Family core initiative is 2.59. The projected benefit-cost ratio for the 2016-2018 plan term is 2.29 after accounting for actual results from 2016.

2. Low-Income Multi-Family Retrofit


Significant variances exist between (1) planned budget and actual budget, (2) planned and preliminary lifetime savings, and (3) planned and preliminary total benefits. Actual spending was 18 percent lower than planned budget because there were fewer opportunities than expected through the Community Action Program (“CAP”) agency intake process and participation was therefore lower than expected. Preliminary lifetime savings and preliminary total benefits were 24 and 37 percent lower than planned, respectively, because of the lower than expected participation, as well as differences in the actual measure mix installed. In particular, the Company completed no projects in oil heated properties, which resulted in a significant impact on total benefits.

In response to the above variances, the Company plans to make the following change(s) in program design/implementation: The Company is working with its lead vendor and marketing department to develop a multi-faceted customer outreach approach to increase participation.

• The Company recently completed income eligible customer focus groups in order to understand how to better engage this market.

• The Company will be launching a targeted marketing campaign to increase participation rates in specific customer segments, such as oil heated buildings.




• The Company is working with its lead vendor and CAP agencies to address

any other barriers to participation.

The Company will monitor this core initiative’s activity for the remainder of the plan term and determine if a midterm modification or EEAC review is necessary.

The Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative.

b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the Low-Income Multi-Family core initiative is 1.01. The projected benefit-cost ratio for the 2016-2018 plan term is 1.26 after accounting for actual results from 2016.

III. COMMERCIAL & INDUSTRIAL PROGRAMS

A. C&I NEW CONSTRUCTION

The actual 2016 benefit-cost ratio for the C&I New Construction program is 3.67. The projected benefit-cost ratio for the 2016-2018 plan term is 3.55 after accounting for actual results from 2016. 1. C&I New Buildings & Major Renovations


A significant variance exists between the (1) planned and actual budget, (2) planned and preliminary lifetime savings, and (3) planned and preliminary total benefits. Actual spending was 45 percent below planned, preliminary lifetime savings were 41 percent below planned, and preliminary total benefits were 44 percent below planned. These variances are due to a number of factors. Throughout the 2013-2015 term, the C&I New Construction program was successful due to the ease of participation of the upstream lighting delivery model, some modest strengthening of the new construction market in the Company’s electric service area, and an increase in customers looking to install new equipment and replace failed equipment in their facilities. The 2016 program year was the first time new construction activity has been its own core initiative. The number of completed whole building approach projects has slowed as the Company’s electric service area is still not experiencing the number and size of new




buildings comparable to the Greater Boston area and as a result, the New Buildings & Major Renovation core initiative did not grow as much as planned and lifetime savings were 41 percent below plan. The Company saw a 64 percent decline in the number of whole building approach projects, which are typically the second largest component, after lighting, of New Buildings and Major Renovation core initiative market activity. This decline resulted in a 36 percent decrease in lifetime savings from 2015 and a 41 percent decrease from 2016 planned values. Total benefits, which are a byproduct of lifetime savings, were 39 percent below planned values.

Spending in the New Buildings and Major Renovations core initiative, which was 45 percent below planned, is a direct result of savings generating projects that are not being identified and closed in quantities sufficient enough to meet the planned savings target. In response to the above variances, the Company plans to make the following changes in program design/implementation: • Improvements to streamline the offerings and communications to market actors

have been and are continuing to promote and coordinate the whole building approach to new construction solutions on a statewide basis, which should positively impact participation, specifically in the whole building approach for large complex buildings, in the New Buildings and Major Renovations core initiative. It is important to note that after IECC 2015 enactment on January 1, 2017, permitted buildings will have fewer claimable savings because the code will increase the baseline efficiency of the building.

• Marketing & Outreach – Improved targeting and communication of information based on advanced analytics, cross-program selling, increased outreach through associations, industry groups and events, and segment-specific messaging to improve response rates and build awareness amongst market actors.

• Program Offerings – Efforts have been taken to make new construction more transparent and accessible to market actors for ground up, major renovation, as well as tenant fit-out projects.

The Company will monitor this core initiative’s activity for the remainder of the plan term and determine if a midterm modification or EEAC review is necessary. The Company does not believe these variances will affect its ability to achieve its savings and/or benefits goals by the end of the three-year term. .





The actual 2016 benefit-cost ratio for the C&I New Buildings & Major Renovations core initiative is 3.75. The projected benefit-cost ratio for the 2016-2018 plan term is 3.4 after accounting for actual results from 2016.

2. C&I Initial Purchase & End of Useful Life

a. Significant Variances There are no significant variances to report for this core initiative. The Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative. b. Program Cost-Effectiveness The actual 2016 benefit-cost ratio for the C&I Initial Purchase & End of Useful Life core initiative is 3.61. The projected benefit-cost ratio for the 2016-2018 plan term is 3.70 after accounting for actual results from 2016.

B. C&I RETROFIT

The actual 2016 benefit-cost ratio for the C&I Retrofit program is 2.48. The projected benefit-cost ratio for the 2016-2018 plan term is 2.33 after accounting for actual results from 2016.

1. C&I Existing Building Retrofit

a. Significant Variances A significant variance exists between planned and actual budget. Actual expenditures were 23 percent above planned, which is the result of higher participation than planned. The higher than planned participation in this core initiative resulted in 74 percent more lifetime savings than planned. Importantly, the higher than planned savings relative to plan did not result in a proportional increase in program costs over plan because the actual incentive cost of savings was $24.53 per lifetime MWh versus a planned incentive cost of $33.70 per lifetime MWh, which is a 27.2 percent reduction. The Company does not plan to make any significant changes to core initiative design at this time. The Company will monitor this core initiative’s activity for the




remainder of the plan term and determine if a midterm modification or EEAC review is necessary. The Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative.


The actual 2016 benefit-cost ratio for the C&I Existing Building Retrofit core initiative is 2.19. The projected benefit-cost ratio for the 2016-2018 plan term is 1.97 after accounting for actual results from 2016.

2. C&I Small Business



The actual 2016 benefit-cost ratio for the C&I Small Business core initiative is 2.60. The projected benefit-cost ratio for the 2016-2018 plan term is 2.45 after accounting for actual results from 2016.

3. C&I Multi-Family Retrofit


A significant variance exists between planned and preliminary total benefits. Preliminary total benefits were 31 percent lower than planned because of the difference in way the Company calculated planned and actual non-resource benefits. The Company planned with custom non-resource benefits for all measures; however, the PA Common Assumptions working group decided that because the core initiative is implemented in the same way as the Residential Multi-Family Retrofit core initiative, the residential non-resource benefits should be applied to the majority of measure types (with the exception of any custom measures). Since residential non-resource benefits are lower than custom non-resource benefits, the total benefits for this initiative were lower than planned. Moreover, the Company installed a large number of in-unit lighting measures, which as explained in the variance explanation provided in the Residential Multi-Family




Retrofit core initiative, have lower than planned preliminary gross savings due to the results of the 2013 National Grid Multifamily Program Gas and Electric Impact Study and the Multifamily Program Improvement Strategies: Preliminary Results study (included as Attachment 4D, Studies 16-13 and 16-14). These lower than planned gross preliminary savings contribute directly to the result that preliminary electric benefits are lower than planned. Electric benefits are part of what makes up total benefits, which as a result contributed to preliminary total benefits being lower than planned In response to the above variances, the Company is working with its vendors to ensure we are pursuing all energy efficiency opportunities while increasing the diversity of measures installed to maximize savings and benefits while reducing transaction costs. The Company will monitor this core initiative’s activity for the remainder of the plan term and determine if a midterm modification or EEAC review is necessary. The Company is projecting to achieve its savings and benefits goals by the end of the Three-Year Plan term for this core initiative.


The actual 2016 benefit-cost ratio for the C&I Multi-Family core initiative is 0.55. The projected benefit-cost ratio for the 2016-2018 plan term is 0.59 after accounting for actual results from 2016.

The Company planned with a 60 percent placeholder realization rate based on the preliminary results from the 2013 National Grid Multifamily Program Gas and Electric Impact Study, which resulted in a planned benefit-cost ratio of 0.89 for this core initiative. Similar to the residential multi-family core initiative, in the C&I multi-family core initiative, the Program Administrators have been offering certain measures that are not cost-effective on their own, but allow the PAs to attract participants and lead to deeper savings. In the past, when the multi-family programs were offered solely through residential, these measures were offset by more cost-effective measures, keeping the core initiative cost-effective overall. While the multi-family vendors continue to screen projects based on the whole building, starting in 2016, the PAs now report a separate C&I multi-family core initiative to reflect C&I meters in multi-family buildings. Due the evaluation results and the lack of more cost-effective residential-metered measures (such as insulation), this core initiative did not screen as cost-effective in 2016.




Going forward, the PAs have ceased to offer in-unit fixtures in order to mitigate the cost-effectiveness concerns. However, the PAs will continue to offer common area fixtures, which the PAs believe are necessary to attract owners to participate in the program. While the vendor ensures that the whole building screens as cost-effective, the C&I multi-family program may not be cost-effective on its own during the term. The PAs believe that it is important to continue to offer this core initiative in order to maintain equitable service to multi-family buildings.

4. C&I Upstream Lighting



The actual 2016 benefit-cost ratio for the C&I Upstream Lighting core initiative is 5.69. The projected benefit-cost ratio for the 2016-2018 plan term is 6.04 after accounting for actual results from 2016.

Massachusetts Electric Company Nantucket Electric Company d/b/a National Grid 2016 Energy Efficiency Plan-Year Report D.P.U. 17-100 May 1, 2017 Appendix 2, Benefit-Cost Ratio Screening Tool Page 1 of 1

APPENDIX 2

Benefit-Cost Ratio Screening Tool

Please see the CD-ROM accompanying this report for the Benefit-Cost Ratio Screening Tool in Microsoft Excel format. As part of ongoing discussions with the Department of Energy Resources initiated pursuant to the Department’s 2016-2018 Three-Year Plans Order, the electric Program Administrators have provided expanded information on C&I measures in this report version of the BCR Screening Tool. This does not alter the format of the BCR screening models (the measures can still be rolled up to end uses), but does provide additional details on actual C&I performance. Consistent with the Department’s Order, C&I data in planned models will continue to be presented at the end use level. There are no changes to the gas BCR models, which already present data at the measure level.

Massachusetts Electric Company Nantucket Electric Company d/b/a National Grid 2016 Energy Efficiency Plan-Year Report D.P.U. 17-100 May 1, 2017 Appendix 3, Technical Reference Manual Page 1 of 1

APPENDIX 3

Statewide Technical Reference Manual – 2016 Report Version

Please see Statewide Appendix 3: Technical Reference Manual – 2016 Report Version, filed under separate cover. The electronic version, the Technical Reference Library, is available at: http://www.masssavedata.com/Public/TechnicalReferenceLibrary.

Massachusetts Electric Company Nantucket Electric Company d/b/a National Grid 2016 Energy Efficiency Plan-Year Report D.P.U. 17-100 May 1, 2017 Appendix 4, Statewide Evaluation Studies Summary Page 1 of 1

APPENDIX 4

Statewide Evaluation Studies Summary Please see Statewide Evaluation Studies Summary, filed under separate cover.

Massachusetts Electric Company Nantucket Electric Company d/b/a National Grid 2016 Energy Efficiency Plan-Year Report D.P.U. 17-100 May 1, 2017 Appendix 5, Performance Incentives Page 1 of 1

APPENDIX 5

Performance Incentives

Please see the attached Performance Incentive calculation tables for calculations of performance incentives based on 2016 achievement.

Massachusetts Electric CompanyNantucket Electric Company

d/b/a National GridD.P.U. 17-100

2016 Energy Efficiency Plan Year ReportMay 1, 2017

Appendix 5, Performance IncentivesPage 1 of 1

National Grid Electric Total Comment

1 Plan Benefits 892,934,621$ D.P.U. 15-160 through 15-169, Exh. Comm-1, App. R (updated December 21, 2015)2 Threshold Benefits 669,700,966$ Line 1 * 75%3 Evaluated Benefits 981,047,125$ Cost-Effectiveness (2016$): Total Evaluated Benefits4 Savings Payout Rate 2016 - 2018 0.0105518$ D.P.U. 15-160 through 15-169, Exh. Comm-1, App. R (updated December 21, 2015)5 Plan Savings Incentives 9,422,068$ Line 1 * Line 46 Cap on Savings Incentives 11,777,584$ Line 5 * 125%7 Evaluated Savings Incentives 10,351,813$ Line 3 * Line 4 if Line 3 is greater than or equal to Line 2. Otherwise, $0.8 Claimed Savings Incentives 10,351,813$ Minimum of lines 6 and 7.

9 Plan Net Benefits Excluding PI 512,077,468$ D.P.U. 15-160 through 15-169, Exh. Comm-1, App. R (updated December 21, 2015)10 Threshold Benefits 384,058,101$ Line 9 * 75%11 Evaluated Total Costs 396,198,975$ Cost-Effectiveness (2016$): Total Resource Costs (which includes Line 12 below)12 PI (included in Line 11) -$ Estimated Performance Incentive before final 13 Evaluated Net Benefits Excluding PI 584,848,150$ Line 3 - (Line 11 - Line 12)14 Value Payout Rate 2016 - 2018 0.0109515$ D.P.U. 15-160 through 15-169, Exh. Comm-1, App. R (updated December 21, 2015)15 Plan Value Incentives 5,608,016$ Line 9 * Line 1416 Cap on Value Incentives 7,010,020$ Line 15 * 125%17 Evaluated Value Incentives 6,404,965$ Line 13 * Line 14 if Line 13 is greater than or equal to Line 10. Otherwise, $0.18 Claimed Value Incentives 6,404,965$ Minimum of lines 16 and 17.

19 Total Planned Peformance Incentive 15,030,084$ Line 5 + Line 1520 Total Claimed Peformance Incentive 16,756,778$ Line 8 + Line 1821 Percent Earned 111%

2016 Energy Effiency Performance Incentives (PI)($2016)


2016 Energy Efficiency Plan-Year Report D.P.U. 17-100

May 1, 2017 Appendix 6, Demand Reduction

Page 1 of 9

APPENDIX 6

Demand Reduction Update

I. Statewide Summary

In the 2016-2018 Massachusetts Joint Statewide Three-Year Electric and Gas Energy Efficiency Plan (“Plan”) the Program Administrators (“PAs”) committed to exploring creative new approaches to cost-effective demand reduction. These potential new approaches are in addition to the significant amount of demand savings planned to be achieved through energy efficiency programs in the 2016-2018 Three-Year Plan. See Plan at 19 (577 MW summer demand savings and 618 MW winter demand savings). Consistent with the Plan, in 2016 the Program Administrators assembled a Demand Savings Group (“DSG”) consisting of a small group of interested and qualified experts, to research potential electric and gas demand reduction efforts.

Through this highly collaborative and expert driven process, the PAs have considered various approaches to demand demonstration projects, and coordinated with each other to examine various innovative technologies and approaches that could potentially be successfully deployed to address unique opportunities in the Commonwealth. Below is a brief summary of the efforts undertaken by the PAs and DSG in 2016 to investigate potential cost-effective approaches to achieve active demand reduction.

The PAs developed the Initial Report on Scope, Task, and Timelines for the Demand Savings Group (“Initial Report”), which was filed with the Department on March 31, 2016. This Initial Report sets forth the structure, scope, milestones, tasks, and timeline for the PAs. Throughout the spring and summer of 2016, the Program Administrators held several productive formal and ad hoc meetings with subject matter experts, including vendors, evaluators, and industry experts. During this time, the PAs continued to analyze demand reduction reports and evaluations and review demand reduction strategies deployed in other jurisdictions. In order to fully assess potential demand reduction strategies beyond those used in other jurisdictions, the PAs issued a joint statewide Request for Information (“RFI”) in September 2016 to help assess potential technologies and solutions emerging in the market. The PAs also convened Demand Savings Group meetings, participated in meetings with the Energy Efficiency Advisory Council (“EEAC”) consultants (including a conference call with Council consultant Mary Ann Piette of Lawrence Berkeley National Lab), and supported the Demand Reduction Subcommittee of the EEAC by providing regular updates on the PAs’ progress, lessons learned, and draft proposals. Below is a list of the formal DSG and Demand Reduction Subcommittee meetings. Additionally, two PAs with approved demonstrations designed and implemented first year field deployments to get experience through the summer of 2016,




Page 2 of 9

2016 Formal Demand Savings Group Meetings

Date Topic February 26, 2016 DSG structure, milestones, tasks, and AESC

Update March 1, 2016 Roundtable with demand response vendors:

Enernoc, Comverge, and Weatherbug March 7, 2016 Wholesale Markets at ISO-NE May 26, 2016 Distribution and Infrastructure August 15, 2016 Progress Update, Cost-Effectiveness, Lessons

Learned, Priorities, 2017 Demonstration Proposals

October 21, 2016 Demand Response Presentation by Mary Ann Piette of LBNL

December 2, 2016 Gas Capacity and Distribution, and potential for Gas Demand Response under GCA

2016 Demand Reduction Subcommittee Meetings

Date Topic February 18, 2016 Subcommittee Charter and Responsibilities,

Terminology, PA Analytical Framework, March Report

March 10, 2016 PA Report on Roundtable with demand response vendors, Draft Initial Report, AESC Update

June 1, 2016 Demonstration Project Update, Cost-Effectiveness, Preview of EEAC presentations

October 5, 2016 Demonstration Project Update and 2017 Demonstration Project Proposals

December 7, 2016 Milestones and Timelines, Matrix of Research Questions and Technologies

Details regarding the various subject matter expert and DSG meetings and/or lessons learned are outlined in the Initial Report, Matrix of Opportunities memorandum dated September 28, 2016, the December 2016 Overview of Proposed/Approved Peak Demand Reduction Demonstration Projections, and the numerous presentations provided to the DSG, the Demand Reduction Subcommittee, and the EEAC.




Page 3 of 9

Statewide PA Reports and Presentations

Date Setting Topic Link 2/18/2016 Demand Reduction

Subcommittee Demand Reduction Subcommittee PA Framework & Updates

http://ma-eeac.org/wordpress/wp-content/uploads/Demand-SubCom-PA-Framework-Updates.pdf

2/26/2016 DSG DSG Coordination, Scope, Milestones, and Timeline

Attachment A

2/26/2016 DSG Draft Milestones Attachment B 3/10/2016 Demand Reduction

Subcommittee DSG Update and Draft PA Report

Attachment C

3/31/2016 DPU Initial Report of the Demand Savings Group

http://ma-eeac.org/wordpress/wp-content/uploads/Initial-Report-of-the-Demand-Savings-Group-w-App-3-31-16-1.pdf

6/1/2016 Demand Reduction Subcommittee

Cost-Effectiveness Attachment D

6/21/2016 EEAC Update from PAs on Demand Savings Group

http://ma-eeac.org/wordpress/wp-content/uploads/Update-from-PAs-on-Demand-Savings-Group.pdf

8/15/2016 DSG Lessons Learned and Priorities

Attachment E


Matrix of Opportunities

Attachment F


Seasonal and Load vs. Pricing Priorities

Attachment G

10/19/2016 EEAC Review of Demand Priorities, Timeline Update, and Next Steps

http://ma-eeac.org/wordpress/wp-content/uploads/Demand-Priorities-PA-Analysis-1.pdf

10/21/2016 DSG New Directions in Demand Response by Mary Ann Piette

Attachment H




Page 4 of 9 12/2/2016 Demand Reduction

Subcommittee Overview of Proposed/Approved Demand Reduction Demonstration Projects

http://ma-eeac.org/wordpress/wp-content/uploads/Matrix-Memorandum-12-2-16.pdf

12/2/2016 DSG Natural Gas Systems Overview

Attachment I


Upcoming Milestones for Peak demand Reduction

http://ma-eeac.org/wordpress/wp-content/uploads/Milestones-for-PDR.pdf


Demand Reduction Update & Milestones

http://ma-eeac.org/wordpress/wp-content/uploads/PDR-Timeline-2017.pdf


Demand Reduction Projects Evaluation Plan Update

http://ma-eeac.org/wordpress/wp-content/uploads/MA-PAs-Demand-Reduction-Projects-Evaluation-Plan-Update-1.pdf

3/15/2017 EEAC Demand Reduction Update & Milestones

http://ma-eeac.org/wordpress/wp-content/uploads/Peak-Demand-Reduction-Updates-Milestones-3.13-1.pdf

Through research, the RFI, and meetings with industry experts, the PAs have sought to identify successful models and innovative demand reduction strategies that could potentially be cost-effectively implemented in Massachusetts. Each electric PA has developed its own demonstration projects designed to test potentially viable cost-effective peak demand reduction technologies/strategies. The gas PAs continue to seek potentially viable gas demand reduction demonstrations that can be appropriately implemented under the GCA and do not rely on using other fuels, such as oil.

Using a collaborative approach allows the PAs to collectively test a variety of potential initiatives and leverage each other’s results. Consistent with the Department approved Plan, National Grid and the Cape Light Compact deployed their approved demonstration projects in 2016 and worked to build the necessary capabilities for their 2017 demonstrations. National Grid and the Cape Light Compact continuously shared lessons learned and evaluation results, as they became available, with the other PAs to ensure that the full PA team benefitted from these




Page 5 of 9 early demonstration projects. Leveraging the results of the RFI and lessons learned from collaboration among the PAs and from other pilots around the country, Eversource and Unitil developed their own demonstration projects in 2016, being conscious to minimize overlapping efforts in order to broaden the statewide scope of demonstration projects, sought and received EEAC approval, and are currently seeking approval of the Department of Public Utilities to proceed with implementation.

As evidenced in the matrix below and the Statewide PA Reports and Presentations and Documents listed above, through collaboration, the PAs are able to use innovative approaches to collectively deploy and test several technologies in a strategic manner, while minimizing costs. The projects use various technologies and vendors, and include direct load control, energy management systems, battery storage, thermal storage, behavior, training, and permanent load shift approaches. The PAs plan to implement, evaluate and analyze these demonstration projects in order to inform potential designs of full scale demand reduction programs to be implemented at the earliest appropriate time (e.g., during the 2019-2021 term).

Matrix of Demonstration Projects PA Residential C&I

Small Mid LargeNational Grid

• WiFi Tstat DLC (Central A/C)

• WiFi Tstat DLC • WiFi Tstat DLC • Interruptible load approaches

Eversource • EMS • Lighting/HVAC

controls • WiFi Tstat DLC

• Software & Controls • Onsite training • Process audits • Batteries • Thermal storage

• Software & Controls • Onsite training • Process audits • Real time info • Batteries • Thermal storage • Demand response

CLC • WiFi Tstat DLC (Central A/C)

• Behavioral • DLC on

DMSHP

• BTM thermal storage • BTM thermal storage

Unitil

• Battery Storage for existing solar PV systems

• Operations Changes to Reduce Demand

Key DLC – Direct Load Control DMSHP – Ductless Mini-Split Heat Pumps BTM – Behind the Meter EMS – Energy Management System




Page 6 of 9 II. PA-Specific Summary of Demand Reduction Demonstration Projects and Proposals

A. 2016 Demonstration Projects

2016 activity was mostly residential in nature with the deployment of the National Grid Residential Direct Load Control (DLC) demonstration project. The Company also launched a DLC demonstration with small business customers in August of 2016. The DLC project aims to test the impact of calling demand response (DR) events using direct load control of connected devices in homes. The DLC demonstration project is testing various thermostats, the ability to actively reduce demand (KW), the magnitude of that active demand reduction, as well as testing marketing messages, identifying the primary motivation for customers, and measuring participation rates during events.

National Grid released the demonstration project in May of 2016, following the Department’s order on January 28, 2016, to enroll National Grid electric service customers with Wi-Fi thermostats and central air conditioning units already installed in homes, which may or may not have been incentivized by through EE programs. Over the course of the summer, 1,782 devices enrolled in the DLC demonstration offering.

National Grid's Residential Wi-Fi Thermostat DR DLC approach includes two demonstration offerings: ConnectedSolutions (CS) and Rush Hour Rewards (RHR). Each offering varies in thermostat model, event attributes (frequency, duration), incentive mechanism, among others.

In 2016, the demonstration project relied upon an existing device approach reaching customers with installed Wi-Fi thermostats and incentivizing them to participate in the demonstration, as well as reaching customers through the Home Energy Services Program. In 2017, the Company plans to reach a greater scale of customers through both channels as well as introducing new Wi-Fi thermostats and devices like Wi-Fi Hot Water heaters to the demonstration.

Surveys of participants experience, motivations, and expectations were conducted along with measurement of impacts, participation and opt-out rates to provide an overall picture of customer acceptance and reduction impacts. This work is being conducted through the evaluation contractor following the statewide evaluation framework.

The 2016 Residential Wi-Fi Thermostat DR Evaluation Final Report, authored by Navigant, is included in this Appendix. The final report details the activities and findings of the 2016 program year. The final report details the following in greater granularity and depth:

Customer Enrollments

• 1,782 thermostats were enrolled as of Sep 30, 2016

Customer Satisfaction




Page 7 of 9

• Over 85% of customers stated that they would participate in these programs next year.

Opt Out Rates

• Considerable differences in participation are seen for each thermostat type.

o ecobee thermostats had few opt outs or connectivity issues. Together, opt outs and connectivity issues accounted for less than 15% of total participation for ecobee users.

o Honeywell thermostats had few opt outs but more connectivity issues (about 20%) than ecobee or Nest.

o Nest had few connectivity issues but, on average, more than 20% of Nest users opted out of events.

Savings Impacts

The maximum DR occurred on August 26, 2016, with a total DR of 775 kW. Navigant estimates there could have been1 a DR of 650 kW on August 12, 2016 (the 2016 ISO-NE system peak day) had an RHR demonstration event been called that day

Navigant’s evaluation of the Company’s Residential Wi-Fi Thermostat DR demonstration evaluation found it was successful in testing the effectiveness of thermostats as a residential DR technology and customer acceptance of the program offering. The evaluation shows promise for thermostats as a residential DR technology, though important differences exist across different thermostat models and customer acceptance has not been adequately tested due to the relatively mild temperatures on event days. In addition, the evaluation revealed important findings regarding how various program design features affect customer acceptance of the DR offerings and resulting reductions. National Grid is now positioned to leverage the experience of the 2016 program year to further test the technology and the Residential Wi-Fi Thermostat DR demonstration offering in 2017.

The evaluation resulted in several key findings and recommendations (described in Table 7-1 of the report include in this Appendix) that will inform future program planning.

1 The RHR demonstration evaluation methodology used August 12th as a control day so no event was called. In a normally operating

program the trigger criteria for RHR would have been met and the DR activity would have likely resulted in 650 kW reduction on the

peak day.




Page 8 of 9

B. 2017 Demonstration Projects

For 2017, the DLC demonstration project intends to retain enrolled customers, and enroll more thermostat devices, both the residential and small business customer’s devices. The DLC demonstration project also plans to add new device integration to the platform for devices like water heaters, washers, dryers, dehumidifiers, and mini-splits. The Company intends to modify the demonstration offering based on learnings from the 2016 deployment and 2016 Residential Wi-Fi Thermostat DR Evaluation Final Report. These modifications include changes to program design (event notification), event criteria (number, duration, and trigger), and improvements to the customer experience and engagement in a search for scale in terms of controllable demand reduction. Evaluations of improvements and additions will be conducted in parallel with implementation in order to have actionable results ahead of the 2019-2021 planning period.

Demonstration project efforts for the Commercial and Industrial sector consisted of planning in 2016 for the 2017 recruitment of customers and deployment in the summer of 2017. The demonstration project was designed to attract incrementally more megawatts than currently exists in the ISO-NE Forward Capacity Market and target system peaks. Through the use of preferred curtailment service providers (CSPs), customers, without an ISO-NE obligation, will commit to active demand reductions to be delivered when called during summer 2017 events.

National Grid intends to attract 40 MW of active demand reduction for approximately 20 hours between 1 and 5pm on summer weekdays to learn about customer acceptance and reliability of this dispatchable resource. Evaluation of C&I activities will be conducted in parallel with implementation in order to have actionable results ahead of the 2019-2021 planning period.

C. Copies of PA-Specific Presentations

Date Setting Topic Link 3/15/2017 EEAC National Grid

Residential and C&I Demonstration Update

http://ma-eeac.org/wordpress/wp-content/uploads/National-Grid-Residential-CI-DR-Demonstration-Projects.pdf


National Grid Residential and C&I Demonstration Update

http://ma-eeac.org/wordpress/wp-content/uploads/National-Grid-Residential-Demand-Reduction-Demonstration-Project.pdf

10/19/2016 EEAC National Grid Residential Demonstration Update

http://ma-eeac.org/wordpress/wp-content/uploads/NGrid_Resi_OctEEAC_10-19-16.pdf

10/19/2016 EEAC National Grid http://ma-eeac.org/wordpress/wp-




Page 9 of 9

C&I Demonstration Update

content/uploads/NGrid_CI_OctEEAC_Draft_9-28-16.pdf

PA Demand Savings Group Coordination


May 1, 2017 Appendix 6, Att. A

Page 1 of 19

Overall Organization

Full EEAC

EEAC Demand Sub-

Committee

PA Demand Savings Group

Summer System

Winter System

Distribution

Other – TBD*

Small group of councilors, led by DOER Core group

referenced in term sheet invited to all meetings but attendance not mandatory

Frequent communications and exchange of

ideas

• *Evaluation, cost-effectiveness, cost recovery • Will leverage other working groups like AESC and CAM as necessary 2



Page 2 of 19

Internal Organization

Goal is for group to be agile and expert - Less focused on process, more on substance

No need for a formal steering committee - Mike Goldman and Ezra McCarthy as overall PA leads - Mike and Ezra heavily involved with liaising with EEAC

subcommittee and wider EEAC when appropriate - Mike and Ezra responsible for liaising with sub-groups - There should still be a representative from each electric PA and

one representative for all gas PAs Approximately four sub-groups comprised of subject matter

experts and PA representatives - Summer System - Winter System - Distribution - Other - TBD

3



Page 3 of 19

Sub-Group Composition*

Sub-Group Person Organization Role Summer System Peak Greg Geller Enernoc Director

Summer System Peak Eric Winkler ISO-NE Technical Manager – System Planning

Summer System Peak Henry Yoshimura ISO-NE Director, Demand Resource Strategy

Summer System Peak Someone from CA and dealing with duck curve

Summer System Peak Someone from NY that is working on REV

Summer System Peak Someone from First Fuel or Retroficiency or Nest (load disaggregation)

Winter System Load Eric Winkler ISO-NE Technical Manager – System Planning

Winter System Load Someone from ICF that worked on ISO studies**

Distribution Peak Keith Jones or eqv Eversource System Planning Engineer

Distribution Peak Dave Dobratz Eversource DR Implementation, CT

Distribution Peak Bill Kallock Integral Analytics VP, Grid Analytics

Distribution Peak Lindsey Foley National Grid

Invite individual councilors with specific expertise as necessary; Jeremy Newberger to assist on AESC

** http://www.iso-ne.com/committees/comm_wkgrps/prtcpnts_comm/pac/mtrls/2014/apr292014/a3_icf_benchmarking_study.pdf

Others: Brett Feldman, Navigant (PLMA); Dunsky on geo-targeting; Richard Baxter, Board member of Energy Storage Association

*ILLUSTRATIVE ONLY, NO ONE CONFIRMED. SEEKING ADDITIONAL INPUT.

4



Page 4 of 19

Note on Sub-Group Participation

Subgroup experts may include representatives from relevant industries and businesses. To the extent practicable, subgroups will include representatives from multiple businesses to avoid the appearance of a competitive advantage. Business representatives will be asked to share their industry expertise but are not guaranteed to be selected to run demand programs or otherwise participate in the implementation of demand programs developed by the Group.

5



Page 5 of 19

Identify Objectives Recommend topic for early group meeting – convene DSG to

identify core objectives Determine what Group wants to achieve and then develop

appropriate work plan - Reduce costs to customers? (System wide or individual?) - Use demand more efficiently? - Increase reliability of the system? - Others?

How do we do it? - Reduce Installed Capacity Requirement (ICR)? - Reduce or reallocate ICAP tag? - Reduce peak to average energy ratio? - Flatten load curves? - Others?

As we think of objectives, we must keep in mind the materiality and relevance of the potential solutions 6



Page 6 of 19

Possible First Meetings

ISO-NE - A first priority and key stakeholder - Get a better understanding of how EE impacts ICR and ICAP - Get a better understanding of how capacity requirements impact

costs, i.e. how costs are set - Get a better understanding of the timing lag associated with

actions and reflections in price - Get a better understanding of the winter peak pricing issue - Understand what is happening in other jurisdictions, including

CT and RI (possible to look at non ISO-NE areas as well, such as NY)

7



Page 7 of 19


• Retroficiency / First Fuel / Nest* • Get a better understanding of end use disaggregation and the

actual composition of load • This will be critical in understanding what measures and

strategies can help achieve our objectives • Get a better understanding of winter load

* Coordinate with DOER and potentially piggyback off of their pilot

8



Page 8 of 19

Possible First Meetings Large C&I Customers with high kW demand and

relatively inefficient use of demand - Use TOU data to identify customers with this usage pattern - Understand what factors are driving this usage pattern and what

types of solutions might mitigate this inefficient use of demand - Potentially work with Bob Rio and other key stakeholders/

experts

0

50

100

150

200

250

300

0% 4% 8% 12%

16%

20%

24%

28%

32%

36%

40%

44%

48%

52%

56%

60%

64%

68%

72%

76%

80%

84%

88%

92%

96%

100%

kW

Load Duration Chart Peak Demand Vs Percent Occurance

Inefficiecnt Efficient9



Page 9 of 19

Possible First Meetings Software and implementation vendors that have

developed load flattening programs

This example is from Integral Analytics 10



Page 10 of 19


This example is from Integral Analytics

Software and implementation vendors that have developed load flattening programs

11



Page 11 of 19

Deliverables by End of Q1

Structure of Group Scope of Group Milestones Timelines

From the Term Sheet: ….the PAs will provide a report to the Council setting forth the specific scope, tasks, and detailed timelines for this group by the end of Q1 2016.

12



Page 12 of 19

Structure of Group

In process, described on previous slides

13



Page 13 of 19

Scope of Group

Review 3 distinct issues associated with peak demand Summer system peak, winter system load, distribution

Long term strategy for flattening load Actionable projects focusing on C&I to move towards

those goals Evaluate potential of residential programs

SUBJECT TO ADDITIONAL INPUT

14



Page 14 of 19

Milestones

Provide background and context of problem Form subgroups Receive recommendations from sub groups Develop cost effectiveness screening Set evaluation protocols Identify measures with most potential Reassess milestones as appropriate Put demonstration projects in field (When? DOER funds?) Develop cost recovery and incentive structure Report results from NGRID and CLC demonstration projects

Suggested milestones below in no particular order, specific milestones have not yet been discussed or agreed upon.

15



Page 15 of 19

Timelines

Milestone Q1 2016

Q2 2016

Q3 2016

Q4 2016

Q1 2017

Q2 2017

Q3 2017

Q4 2017

Q1 2018

Q2 2018

Q3 2018

Q4 2018

• Quarterly reports to sub-committee

Timelines will be developed and put against specific milestones that are identified as relevant to the core objectives of the Group

16



Page 16 of 19

Appendix



Page 17 of 19

Analytical Framework Initial goal is to develop a strategy and analytical framework to dictate how we should be thinking about issues surrounding demand reductions

Identify the problems Evaluate solutions Analyze costs and risks

Overarching Methodology

• Identify system and customer challenges

• What are the specific drivers of those challenges?

• Identify where in the system those challenges are occurring?

• Who and where should we target?

• What types of technologies and solutions will customers adopt?

• Are there timing and/or geographic constraints?

• Is the solution material to overall customer and system issues?

• How much will this cost?

• Are there any unforeseen risks?

• What additional benefits can be quantified?

• Are there issues with T&D planning?

18



Page 18 of 19

Appendix The PAs and the Council recognize the growing economic importance of achieving demand reduction goals and mitigating winter and summer peaks. The Term Sheet does not include targets for potential new statewide summer and winter demand peak reduction initiatives, and does not reflect costs, benefits or incentives associated with such initiatives. Subject to open meeting law requirements, PA representatives will work with a small Demand Savings Group that includes the DOER, the Attorney General’s Office, the Low-Income Energy Affordability Network, interested expert and qualified stakeholders and the Council’s consultants to explore approaches to cost-effective new demand reduction/peak reduction electric and gas initiatives. This Demand Savings Group will be addressing challenging and important matters, and all parties are committed to the successful development and actual implementation in-the-field during the 2016-2018 Plan period of new demand/peak reduction initiatives. To ensure that this in-the-field implementation goal is reached, the PAs will provide a report to the Council setting forth the specific scope, tasks, and detailed timelines for this group by the end of Q1 2016. This report will also provide an anticipated, high-level in-the-field deployment schedule for 2016-2018 based upon the then most current information. Deployment in-the-field will be subject to approval by the Department of Public Utilities and confirmation of cost-effectiveness. The PAs will also provide a report to the Council on the ongoing “super peak” avoided cost study on or before December 31, 2015 (if that study is delayed, this PA deliverable date will be appropriately adjusted).

19



Page 19 of 19

Milestones Suggested milestones below in no particular order, specific milestones have not yet been discussed or agreed upon.

1

Milestone Tasks Summary of background and provide context of problems/issues

• Obtain ISO forecasts of demand vs. energy • Show level of demand resources in FCM over time (to give sense of scale) • Show historical peaks and prices • Show current Pricing and Rate design and implications • Prepare summary of background information for reference purposes

Refine analytical framework

• Solidify initial analytical framework • Answer questions posed in the framework

Develop cost-effectiveness screening

• Analyze other approaches • Obtain or estimate costs of DR approaches • Identify avoided costs applicable to DR and differences from current EE methodology

Set evaluation protocols • Release RFQ for short term evaluation from existing vendors • Issue RFP for longer term evaluation team

Develop cost recovery and incentive structure

• Review methodologies/structures from other jurisdictions • Propose methodology to EEAC and DPU


May 1, 2017 Appendix 6, Att. B

Page 1 of 2

Milestones Suggested milestones below in no particular order, specific milestones have not yet been discussed or agreed upon.

2

Milestone Tasks Engage Experts • Reach out to potential experts

• Arrange meetings as appropriate • Receive, develop, and revise recommendations

Identify approaches with most potential

• Determine demand reductions from different measure classes • Analyze each measure classes or approaches kW reduction coincidence with certain

peaks

Put demonstration projects in field

• Plan Approach/Program Design • Select customer, technology, and vendor • Install equipment and metering as necessary • Deliver program / call events as appropriate • Measure results

Reassess milestones • Ensure timelines are appropriate • Ensure that milestones are useful in meeting goals

Report results from demonstration projects

• Presentation to Demand Reduction Sub-Committee • Assess potential for broader program application


May 1, 2017 Appendix 6, Att. B

Page 2 of 2

Demand Savings Group Update and

Draft PA Report to EEAC

Presentation to the Demand Reduction Subcommittee – March 10, 2016


May 1, 2017 Appendix 6, Att. C

Page 1 of 18

Discussions with Experts

PAs have held several productive meetings with industry experts, including internal experts, demand response program implementers, and ISO-NE. Takeaways include: Challenges to demand response exist (wholesale market rules, volatility

and unpredictability of prices, time lag for impact, differences in customers and building stock, and climate)

Demand reduction programs in Mass. will likely have higher costs and lower benefits compared to other jurisdictions

Despite challenges, there may be opportunities for successful programs and entities are willing to work with the DSG to address challenges

Successful demand programs exist – PAs do not need to “reinvent the wheel”

2

PAs have worked with TCR to complete AESC addendum



Page 2 of 18

Summer and Winter Peak

Summer Peak Load Highest peaks and most potential for benefits Currently, most residential demand response programs focus on single

family homes with central air conditioning (multi-family do participate in certain situations) o Get additional benefits when coupled with other measures

C&I programs are designed based on particular customer’s discretionary load and the ability/willingness to shift load

Current active DR in ISO-NE market are primarily facilities with behind the meter generation

Winter Peak Pricing Winter peak pricing is not necessarily coincident with winter peak load Current active DR programs must use non-natural gas alternatives ISO-NE winter reliability program is expected to continue – need to show

incremental reductions above capacity supply obligation Less opportunities available compared to summer

3



Page 3 of 18

Advanced Meters and Real Time Data

AMI meters can provide helpful data but are not necessary can implement certain demand reduction without AMI

Time of use rates can help send better price signals certain demand reduction programs do not require time of use rates

Real-time price signal information to customers is not necessary programs should provide some form of after-the-fact cost savings information

4



Page 4 of 18

Wholesale Market Background New England is different than other jurisdictions in terms of

industry, grid, climate, and wholesale market rules Texas – lots of large industry with discretionary load PJM – no telemetry requirement for active DR, different market in terms

of transmission and generators ISO-NE was an early actor in DR field successful programs were deployed in CT – ISO-NE paid for metering active demand response participation has declined from 2,000 MW to 300

MW – mainly behind meter generation ISO-NE has recently changed some rules that effect market participation

ISO-NE is moving forward with market integration in accordance with the recent Supreme Court decision

Offsetting demand could help Commonwealth’s efforts under GWSA

5



Page 5 of 18

Wholesale Market Potential Potential to Impact ICR (installed capacity requirement) Energy efficiency and active DR are reconstituted for ICR purposes Reduce ICR by reducing demand but not bidding into the FCM market

o Section 12.8

Reduce cost-allocation and ICAP tag by reducing demand during annual system peak (one hour period based on actual meter data)

o Hard to predict when this will occur o Not direct pass through to customer

Ways to Participate Wholesale Market Bid active demand response into FCM Participate as passive DR in FCM Participate in energy market Do not participate in the wholesale market but put downward pressure on prices

by lowering peak demand

6



Page 6 of 18

FCM Participation

FCM participation allows project to be eligible for capacity payments; however, there are financial risks

Qualification process for active demand response Provide granular level information, such as distribution zone (~7 distribution zones in

Massachusetts). Demonstrate deliverability in distribution zone

o Project deliverability is not guaranteed Bid size may be trimmed during ISO due diligence process Demonstrate likelihood of the project coming to fruition Meet telemetry requirements

o Hard for residential but there may be alternative approaches Deadlines for participating in the market

May seek to bid into primary FCA and/or the annual reconfiguration auctions Process can take at least 14 months (can operate and reduce customer demand during

time period – complete process for FCM revenue payments) o Process includes: a show of interest, qualification, auction, and then delivery. o Next show of interest deadline for primary auction is April 22, 2016 for Feb 2017

auction and delivery in 2020/2021 o There are opportunities to advance commercialization date

7



Page 7 of 18

Considerations and Next Steps

Need to assess the potential value of a demand reduction program holistically – wholesale, distribution, and customer levels

Assess both benefits and detriments of proposed approaches, including unintended consequences

Consider both long and short term benefits Next steps:

Schedule additional meetings with demand response experts/consultants Schedule distribution topic based meeting with system planning experts Review results of RFQ for short term evaluator Review and analyze suggested recommendations and high level strategies Implement approved demonstration projects Determine cost effectiveness of various strategies

8



Page 8 of 18

Draft Initial Report Plan and Term Sheet – The PAs will provide a report to the EEAC setting

forth the specific scope, tasks, and detailed timelines for the demand savings group by March 31, 2016.

DPU Order – On or before March 31, 2016, the PAs must provide the

Department with a copy of the report. In addition, the PAs must submit to the Department for information purposes copies of any future findings and reports from the demand savings group.

The PAs have circulated a working draft of the Initial Report. Additional information will likely be added and further formatting and revisions are expected, including:

o Gantt chart or similar for the timeline o Synthesize discussion of lessons learned from initial meetings (currently in bullet, outline, and notes format) o Outline potential benefits of this effort o Include next steps in conclusion

9



Page 9 of 18

Draft Initial Report - Format Introduction general summary of background and purpose of Initial Report

Organizational Structure explains the organizational structure of the Demand Reduction Subcommittee and

the Demand Savings Group

Scope outlines the scope and purpose of DSG

Goals and Objectives lists the four high level goals and eight objectives for the DSG to further the group’s

efforts to meet the goals

10



Page 10 of 18

Draft Initial Report - Format Milestones and Tasks Timeline initial timeline for each task based on current estimates PAs will reassess and make adjustments as appropriate o changes in the timeline will be shared with the Demand Reduction

Subcommittee complete timeline for all demonstration projects approved by DPU have been

included in Initial Report potential additional demonstration projects not included in timeline o review and analyze information received to identify potential projects and

determine whether such additional demonstration projects are appropriate o ensure existing work is leveraged and not duplicated o assess need for DPU approval o will add to timeline as PA begins to design project

11



Page 11 of 18

Draft Initial Report - Format Progress to Date provide summary of some challenges identified and lessons learned to date highlight some materials reviewed by the PAs and meetings held with experts section is mostly an outline/notes in current draft

Conclusion

12



Page 12 of 18

Appendix



Page 13 of 18

Background Trends from ISO-NE

ISO-NE does transmission planning on a 10 year outlook Projections are based on serving the highest peak day (think of third or

fourth day of heat wave - 98 degrees) - Highest summer peak – 2006 - Highest winter peak – 2004

ISO-NE projects that for the year 2025 that without solar PV and passive demand reduction (primarily EE) that capacity needs would be in the mid-34,000 MW range. With projected solar PV and passive demand reduction the projected capacity demand is about 29,000 MW.

Energy forecasts are projected to stay relatively flat, possibly deep negative

- ISO-NE said our EE programs are a big driver of that forecast

14



Page 14 of 18

Energy Forecast

15



Page 15 of 18

Capacity Forecast

16



Page 16 of 18

Analytical Framework Initial goal is to develop a strategy and analytical framework to dictate how we should be thinking about issues surrounding demand reductions

Identify the problems Evaluate solutions Analyze costs and risks

Overarching Methodology

• Identify system and customer challenges

• What are the specific drivers of those challenges?

• Identify where in the system those challenges are occurring?

• Who and where should we target?

• What types of technologies and solutions will customers adopt?

• Are there timing and/or geographic constraints?

• Is the solution material to overall customer and system issues?

• How much will this cost?

• Are there any unforeseen risks?

• What additional benefits can be quantified?

• Are there issues with T&D planning?

17



Page 17 of 18

Appendix The PAs and the Council recognize the growing economic importance of achieving demand reduction goals and mitigating winter and summer peaks. The Term Sheet does not include targets for potential new statewide summer and winter demand peak reduction initiatives, and does not reflect costs, benefits or incentives associated with such initiatives. Subject to open meeting law requirements, PA representatives will work with a small Demand Savings Group that includes the DOER, the Attorney General’s Office, the Low-Income Energy Affordability Network, interested expert and qualified stakeholders and the Council’s consultants to explore approaches to cost-effective new demand reduction/peak reduction electric and gas initiatives. This Demand Savings Group will be addressing challenging and important matters, and all parties are committed to the successful development and actual implementation in-the-field during the 2016-2018 Plan period of new demand/peak reduction initiatives. To ensure that this in-the-field implementation goal is reached, the PAs will provide a report to the Council setting forth the specific scope, tasks, and detailed timelines for this group by the end of Q1 2016. This report will also provide an anticipated, high-level in-the-field deployment schedule for 2016-2018 based upon the then most current information. Deployment in-the-field will be subject to approval by the Department of Public Utilities and confirmation of cost-effectiveness. The PAs will also provide a report to the Council on the ongoing “super peak” avoided cost study on or before December 31, 2015 (if that study is delayed, this PA deliverable date will be appropriately adjusted).

18



Page 18 of 18

Active Demand Reduction Cost-Effectiveness Considerations Demand Reduction Subcommittee

June 1, 2016


May 1, 2017 Appendix 6, Att. D

Page 1 of 6

• DPU 11-120-A, Phase II – January 31, 2013 – 3.4.3.3 Program Benefits

• Avoided Capacity – summer-period & winter-period • Avoided Energy – summer-period peak/off=peak & winter-period peak/off-peak • Avoided Transmission • Avoided Distribution • Capacity DRIPE • Energy DRIPE • Non-Electric Benefits

– Resource Benefits – Non-Resource Benefits

– Additional Analysis to seize more benefits

• Avoided Energy at Super Peak - Complete • Reduced ICR (Installed Capacity Requirement) - >3 years from program start • Reduce Cost Allocation for MA - >2 years from program start

2

Precedent 2016 Energy Efficiency Plan-Year Report

D.P.U. 17-100 May 1, 2017

Appendix 6, Att. D Page 2 of 6

3

Diagram of Benefits & Costs Co

sts o

f Gen

erat

ing,

Tra

nsm

ittin

g, a

nd D

istrib

utin

g En

ergy

Customer

Vendor National Grid

Distribution System

Transmission System

Generation

DR Cost-Effectiveness Example

100 KW of C&I Load Curtailment DR for 40 summer hours in 2017

STAT, PPA & Marketing• Vendors• Incentives• Staff• Marketing• Planning

Estimate - Not ActualsDR Resource - Load Curtailed 100 KWHours available 40 hrs

Cost to DeliverFrom Plan $157.07 $/KW-yrFCA 8 (2017-18) $180.00 $/KW-yr

Total Cost to Deliver 15,707.00$

BCR = 1.62

• Changes to Ops• Loss of Productivity• Overtime• System Config.

Savi

ngs &

Ben

efits

- flo

w b

ack

to th

e sy

stem

Other Potential Benefit Streams

- ICR Reduction- Reduced Cost Allocation to MA

Estimate - Not ActualsDR Resource - Load Curtailed 100 KWHours available 40 hrs

Avoided Cost Benefit $/unit Benefit ValueAvoided Energy ($/kWh) 0.098$ 392.00$ Avoided Energy DRIPE ($/kW 0.06$ 232.00$ Avoided Capacity ($/KW-yr) 153.89$ 15,389.00$ Avoided Tx ($/KW-yr) 10.74$ 1,074.00$ Avoided Dx ($/KW-yr) 84.30$ 8,430.00$

Total Benefit 25,517.00$

Avoided Tx($10.74/KW-yr)

Avoided Energy($0.098/kWh)

Avoided Energy DRIPE($3.29/kWh)

Avoided Capacity($153.89/KW-yr

Avoided Dx($84.30/KW-yr)

Customer Costs

Implementation Costs



Page 3 of 6

• Persistence – Assume 1 Year Measure Life

• Unlike EE in this way – Similar to the OPower Behavioral approach • FCM Requirement

– Need to bid into FCM in order to claim Avoided Capacity Benefit

• Largest portion of Avoided Benefits (~60% in previous example) • With FCM comes complication, expense, and risk

• Treatment of Avoided Distribution Costs – Grid Mod did not include distribution benefits

• ~33% in previous example – Planning perspective that it must have a 5 year track record in order to

factor into planning and actual defer infrastructure

• How does the timing of ICR reductions and Cost Allocations applied back to the State effect what can be counted?

4

Concerns 2016 Energy Efficiency Plan-Year Report

D.P.U. 17-100 May 1, 2017


• A Framework for Evaluating the Cost-Effectiveness of Demand Response: https://emp.lbl.gov/sites/all/files/napdr-cost-effectiveness_0.pdf

• CA 2010 Demand Response Cost Effectiveness Protocols: http://docs.cpuc.ca.gov/WORD_PDF/AGENDA_DECISION/128212.pdf

5

Further Reading 2016 Energy Efficiency Plan-Year Report

D.P.U. 17-100 May 1, 2017


https://emp.lbl.gov/sites/all/files/napdr-cost-effectiveness_0.pdf

http://docs.cpuc.ca.gov/WORD_PDF/AGENDA_DECISION/128212.pdf

http://docs.cpuc.ca.gov/WORD_PDF/AGENDA_DECISION/128212.pdf

Thank you



Page 6 of 6

Monday, August 15, 2016

Demand Savings Group Handout


May 1, 2017 Appendix 6, Att. E

Page 1 of 8

Lessons Learned



Page 2 of 8

3

Progress on Analytical Framework

Identify the Problems

Evaluate Solutions

Analyze costs, risks, and benefits

Steps Taken: Lessons Learned:

• ISO Level • Amount of capacity • Cost of capacity

• Distribution Level • System constraints,

planning horizons • Customer Level

• Conducted meetings with: • ISO-NE • System planning

engineers • PA customers

• Reviewed available documents

• Review potential solutions • 2016 Demonstrations -

Enrolling Now

• Worked with Fraunhofer to model measures

• Talked with PAs in other jurisdictions

• Met with vendors • Leveraging existing program

pathways • Using learnings from others

both in-state and in other jurisdictions

• Cost effectiveness screening

• Talked to outside vendors about models for DERs in other jurisdictions

• Revisited whether existing avoided costs are appropriate and are “optimized”

• Developed draft screening models

• Changes in ISO market rules present opportunities and challenges

• Capacity v. Energy only • Opportunity for programs to impact ISO

forecasts without bidding into market but potential cost effectiveness issues

• System planners need to know reliability of reductions within 5 year planning horizon

• May be able to impact planning indirectly by lowering peak demand

• Large customers are concerned about ICAP tags and demand charges

• Dispatchable assets have highest peak

coincidence reduction values • Some customers want choice, control and

predictability • Residential customers with Wifi Tstats

connected to central AC have a high potential for load reductions within the sector

• Tstat manufacturers have customer experiences that they want to maintain even with BYOD approach

• Discussed in detail later in presentation



Page 3 of 8

There are multiple ways to impact system peak with differing costs, risks, and potential benefits. Bidding demand response savings into capacity market includes strict telemetry requirements, a must offer

requirement in the energy markets, and pay-for-performance standards which entail penalties. There is inherent risk in this option but could deliver significant benefits.

Program models in other jurisdictions have been successful at lowering demand but have faced challenges in doing so, especially related to peak demand. Some jurisdictions have seen increased opt-outs/overrides during extreme heat waves (when peak demand reduction

is needed most)

Other ISOs have different market rules, influencing other PAs willingness to participate in wholesale markets.

Need to address cost-effectiveness questions. Current B/C model used for EE captures most costs and benefits – moderate refinements needed to address granular

temporal nature of active demand reduction.

Avoided Capacity and Avoided Distribution benefits are the greatest currently understood proportion of active demand reduction benefits.

Other jurisdiction models and assumptions are based on their particular energy markets & rules, utility structure, PUC

requirements which are different from Massachusetts.

E.g., California does not have a capacity market. The avoided cost of capacity is set by the California PUC and it is above the market capacity rate.

The presently used cost-effectiveness model may require hourly values for energy. Additional benefit streams will need to be built into the model when identified and quantified.

4

Initial Conclusions/Lessons Learned



Page 4 of 8

Some Data that has Informed Priority Areas



Page 5 of 8

6

Why Focus on Summer?

Top Ten Highest Hourly LMPs in 2015

Top Ten Highest System Loads in 2015

Date Hour Real Time LMP Date Hour System Load 5/10/15 21 $1041.38 7/20/15 17 24,437 8/15/15 17 $615.48 7/29/15 17 24,437 2/21/15 19 $487.32 7/29/15 18 24,399 1/03/15 18 $425.39 9/08/15 16 24,368 9/07/15 18 $422.92 7/20/15 18 24,365 8/24/15 17 $387.34 7/20/15 16 24,357 8/24/15 16 $377.65 9/08/15 17 24,338 9/08/15 15 $375.40 9/08/15 15 24,291 9/08/15 16 $365.18 7/20/15 15 24,291 12/21/15 18 $350.03 9/09/15 17 24,275 • Highest hourly LMPs occur throughout the year

• In 2015: • 6 of the 10 highest LMPs were in the summer • 1 in Spring • 3 in Winter

• However, highest system loads are consistently in the summer and within consistent time frames



Page 6 of 8

7

Peaks are unpredictable

0

2

4

6

8

10

12

14

16

18

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

# of

Occ

urre

nces

Hour Ending

Top 1% of LMPs in 2015

A comparison of Day Ahead vs Real Time LMP shows that the Real Time LMP of the top 1% of hours is on average 241%

higher than the Day Ahead LMP

• The top 1% of hours, in terms of LMP, occur throughout the day

• There some groupings of hours but still not consistent

• Hard to develop programs around



Page 7 of 8

8

Peaks are not sustained

-200.00

0.00

200.00

400.00

600.00

800.00

1000.00

1200.00

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23

$/M

Wh

Hour Ending

LMPs for days with top ten highest hourly LMPs in 2015

• Prices spike for an hour and then come back down • Difficult to design a program around unpredictable hours and when you can not give much

advance notice • Most programs are designed to last multiple hours, you may be over paying if you only

need the reduction for an hour



Page 8 of 8

Matrix of Opportunities – Prioritization of Research Objectives

In the “INITIAL REPORT ON SCOPE, TASKS, AND TIMELINES FOR THE DEMAND SAVINGS GROUP” submitted on March 31st, the PAs listed three main areas of preliminary inquiry – summer peak demand, winter peak pricing, and distribution related issues. At this time, the PAs are still evaluating potential solutions to the various issues associated with each one of the topics listed above but have begun to prioritize certain elements. At this time, summer peak demand issues are being prioritized for further exploration and testing. This decision reflects the fact that the highest system loads tend to occur in the summer months, meaning that the amount of capacity procured in the Forward Capacity Market (FCM) is driven by summer usage. Additionally, many of the highest Real Time LMP hours occur in the summer (please see table 1). Focusing on summer months allows the PAs to potentially impact both capacity costs and some of the highest hourly energy costs. Summer months usually contain large amounts of “discretionary” load, that is to say load that can be adjusted with minimal customer operational interference. This usually manifests itself in AC load and there are many commercially viable technologies and solutions to address this load that can be tested for customer adoption. Table 1. Top Ten Hourly LMPs and System Loads in 2015

Top Ten Highest Hourly LMPs in 2015 Top Ten Highest System Loads in 2015 Date Hour Real Time LMP Date Hour System Load

5/10/15 21 $1041.38 7/20/15 17 24,437 8/15/15 17 $615.48 7/29/15 17 24,437 2/21/15 19 $487.32 7/29/15 18 24,399 1/03/15 18 $425.39 9/08/15 16 24,368 9/07/15 18 $422.92 7/20/15 18 24,365 8/24/15 17 $387.34 7/20/15 16 24,357 8/24/15 16 $377.65 9/08/15 17 24,338 9/08/15 15 $375.40 9/08/15 15 24,291 9/08/15 16 $365.18 7/20/15 15 24,291

12/21/15 18 $350.03 9/09/15 17 24,275

Strategies specifically focused on distribution issues are still of interest but are not a high priority at the moment. Measures that have limited (or negative) energy efficiency impacts, have demand only impacts, and are utilized to offset specific distribution projects, are perhaps better categorized as a distribution asset. Accordingly, these assets may be more appropriately paid for and compensated as distribution assets. While the PAs strive to capture all cost effective energy efficiency and demand reduction savings, geo-targeting specific areas raises questions surrounding spending a disproportionate amount of budget on a limited geographic area. Additionally, many similar distribution related issues are being considered in the PA’s Grid Modernization dockets. At this time, winter peak pricing has also been de-prioritized but not eliminated from consideration for further action. While winter does contain some of the highest hourly LMP costs, it is difficult to draw a strong correlation between those high LMPs and either load or temperature. Initial analysis indicates that winter peak pricing is more highly correlated with natural gas pricing and “one off” events such as transmission line outages and curtailments from neighboring systems. Designing programs or strategies


May 1, 2017 Appendix 6, Att. F

Page 1 of 3

around relatively unpredictable events would be very challenging. Unlike summer, there is usually less discretionary load in winter as equipment like ACs, pool pumps, and dehumidifiers are not running, making it much harder to find large loads that can be reduced. Also, focusing on winter usage is unlikely to have an impact on reducing the ISO’s Installed Capacity Requirement (ICR) and thus no impact on capacity prices. Matrix of Solutions

The PAs have worked collaboratively to develop a slate of demonstration projects that will test different strategies and span across different customer segments. Table 2 outlines the proposed demonstration projects by PA and sector. The proposed demonstration projects will hit all sectors and will help the PAs understand customer willingness to adopt different strategies and technologies. Table 2. Proposed Demonstration Projects by Sector

PA Residential C&I Small Mid Large

National Grid

• WiFi Tstat DLC (Central A/C)

• WiFi Tstat DLC • WiFi Tstat DLC • Interruptible load approaches

Eversource • EMS • Lighting/HVAC


• Software & Controls

• Onsite training • Process audits • Batteries • Thermal storage


• Onsite training • Process audits • Real time info • Batteries • Thermal

storage • Demand

response CLC • WiFi Tstat DLC

(Central A/C) • Behavioral • DLC on DMSHP,

window A/C

• BTM thermal storage


Unitil • Battery Storage (or Muni project)


It should be noted that while some of the demonstration projects appear similar in the above table, they will actually be testing different things. For instance, the residential WiFi thermostat direct load control demo projects will be testing different triggers for calling events, different types of thermostats, and different peaks. This will allow the PAs to gain valuable information about savings values and opt-out rates when events are called at different trigger points and whether savings values are impacted by the type of thermostat installed in a customer’s home. Analytical Framework Update



Page 2 of 3

Throughout the course of 2016 the PAs have been working towards answering, or developing a strategy to answer, the critical questions laid out in the Analytical Framework that was presented as part of the INITIAL REPORT ON SCOPE, TASKS, AND TIMELINES FOR THE DEMAND SAVINGS GROUP as Appendix H. Figure 1 below shows progress to date and is separated in to 3 categories. For most of the questions, developing answers required initial research that could be completed through literature reviews, interviews with other PAs, or discussions with other experts. The Research Complete column denotes whether that initial task has been competed () or is in In Progress (IP). In order to fully answer many of the questions posed in the Analytical Framework, it is necessary to test hypothesis with in-the-field demonstration projects, in addition to the initial research. The column marked “In-field” highlights the progress to date with the in-the-field portion of the research. Finally, the Next Steps column is meant to be illustrative of what the PAs plan to do in order to fully answer the questions in the framework. Figure 1. Progress to Date on Analytical Framework



Page 3 of 3

PA Areas of Focus for Demand Demonstration Projects

Seasonal and Load vs. Pricing Priorities


May 1, 2017 Appendix 6, Att. G

Page 1 of 8

2

Why Focus on Summer?

Top Ten Highest Hourly LMPs in 2016 to date

Top Ten Highest System Loads in 2016 to date

Date Hour Real Time LMP Date Hour System Load 8/11/16 15 $1,438.97 8/12/16 15 25,521 8/11/16 18 $1,390.82 8/12/16 16 25,495 8/11/16 17 $930.55 8/12/16 14 25,206 8/11/16 16 $518.04 8/12/16 17 25,074 8/14/16 19 $508.23 8/11/16 17 25,037 8/11/16 19 $407.05 8/11/16 18 24,968 8/11/16 14 $387.32 8/11/16 16 24,845 8/12/16 15 $379.95 8/11/16 15 24,672 8/12/16 16 $365.81 8/12/16 13 24,600 1/5/16 8 $360.00 8/12/16 18 24,446

• Highest hourly LMPs occur throughout the year • In 2016 to date:

• 9 of the 10 highest LMPs were in the summer • 1 in Winter

• However, highest system loads are consistently in the summer and within consistent time frames



Page 2 of 8

Top 1% of hours in 2016 is 59 observations to date

42% of the hours in the top 1% of LMP hours are in the top 1% of load hours 3

Top 1% of 2016 LMPs and System Loads

The general trend of a wide temporal distribution of LMPs but more concentrated system loads holds true when examining the top 1% of hours

When did the top 1% of 2016 LMPs occur?

When did the top 1% of 2016 system loads occur?

0

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30

35

Jul Aug

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Page 3 of 8

4

Top LMPs - Winter vs Summer

$0

$200

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$600

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$1,200

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$1,600

1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 49

RT

LMP

$/M

Wh

Ordered Occurrence

Winter 2015/16 Summer 2016

The top 50 LMP hours for Winter 2015-16 vs Summer 2016 show that the summer costs are consistently higher



Page 4 of 8

5

10 Year Summer vs. Winter View

Key Points: • Summer load has

been higher than winter load

• Winter price spikes don’t necessarily mean a cost of energy higher than in summer



Page 5 of 8

6

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1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

$/M

WH

Hour Ending

05-Jan 06-Jan 06-Jul 28-May 29-Jul 15-Feb 04-Apr

LMPs for days with top ten highest hourly LMPs during 2016 to date

Pricing Peaks are not sustained – 2016 to date

*excludes August



Page 6 of 8

7

Peaks are getting later in the day

10

12

14

16

18

20

22

10/18/2012 05/06/2013 11/22/2013 06/10/2014 12/27/2014 07/15/2015 01/31/2016 08/18/2016 03/06/2017

Hou

r End

ing

Hour When Daily Peak Occurred – Non-Holiday Weekdays – June, July, August

It is becoming increasingly important to develop programs that can have an impact later on the day



Page 7 of 8

8

Proposed Demonstration Projects by Sector

PA Residential C&I

Small Mid Large National Grid • WiFi Tstat DLC

(Central A/C) • WiFi Tstat DLC • WiFi Tstat DLC • Interruptible

load approaches

Eversource (contingent on EEAC and DPU approval)

• EMS • Lighting/HVAC



• Onsite training • Process audits • Batteries • Thermal storage


• Onsite training • Process audits • Real time info • Batteries • Thermal storage • Demand

response CLC • WiFi Tstat DLC

(Central A/C) • Behavioral • DLC on DMSHP,

window A/C



Unitil (contingent on EEAC and DPU approval)

• Battery Storage


DLC – Direct Load Control DMSHP – Ductless Mini-Split Heat Pumps BTM- Behind the Meter



Page 8 of 8

Mary Ann Piette, Division Head, Building Technology and Urban Systems

New Directions in Demand Response


May 1, 2017 Appendix 6, Att. H

Page 1 of 19

Motivation for Demand Response

• Manage Peak Capacity During Hot Summer Days

• Improve Affordability of Electricity

• Improve Grid Reliability

• Enable More Renewables on Grid



Page 2 of 19

Demand Response Simplified

Schedule

Price

Signaling

Congestion

Reliability

Economics

Intermittent Resources

Objectives Data Model Automation

Standards

Control Strategies

D

Manual

Automated

Centralized

Gateway

Embedded



Page 3 of 19

Open Automated Demand Response

Open standardized DR interface Allows elec providers to

communicate DR signals directly to customers

Uses XML language and existing communications e.g., Internet

$/kWh

Price Signal OpenADR

Data Model Internet Comm

Pricing Data Models

Physical Communications

Client Server Auto-DR

Building Action

End-Use Controls

Control Strategies



Page 4 of 19

Historic focus on Seasonal Grid Stress OpenADR PG&E Demand Bid Test Day

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Seattle Municipal Tower Mckinstry Target - T1284 3/10 BL OAT Reg BL

Test Period

OpenADR Northwest Test on Cold Morning



Page 5 of 19

Presenter

Presentation Notes

One industrial facility and several comm bldgs Individual buildings (25 meters on 40 bldgs) stacked

Need for Electric Supply Changing with More Renewables



Page 6 of 19



Page 7 of 19



Page 8 of 19



Page 9 of 19



Page 10 of 19

Shape Shift Shed Shimmy

Years Seasons Days AM/PM

Hours Minutes Seconds

Incentivize EE and bahavior change

Mitigate ramps and capture surplus renewables

Manage contingency events and coarse net load following

Fast DR to smooth net load and support frequency

4 Types of DR Modeled 2016 Energy Efficiency Plan-Year Report

D.P.U. 17-100 May 1, 2017

Appendix 6, Att. H Page 11 of 19

Cost for Automating DR Systems

Note- Some projects include efficiency technology and not just DR systems



Page 12 of 19

Sector End-Use Enabling Technology Summary

All Battery-electric & plug-in hybrid vehicles Level 1 & Level 2 charging interruption

Behind-the-meter batteries Automated DR (Auto-DR).

Residential HVAC- Air Conditioning Direct load control (DLC), smart thermostats

Pool Pumps DLC

Commercial

HVAC Depending on site size, energy management system Auto-DR, DLC, and/or smart tstats.

Lighting A range of luminaire, zonal & standard control options.

Refrigerated warehouses Auto-DR

Industrial

Processes & large facilities Automated and manual load shedding & process interruption.

Agricultural & municipal pumping Manual, DLC & Auto-DR

Data centers Manual DR

Wastewater treatment Automated & manual DR

Enabling Technologies Summary Phase 1 Model



Page 13 of 19

Key Technology Input: Depth of Shed for Industrial Sector



Page 14 of 19

Key Technology Input: Commercial Shed Percentages



Page 15 of 19

Key Technology Input: Depth of Shed for Residential Sector



Page 16 of 19

Preliminary Results on DR Potential 2016 Energy Efficiency Plan-Year Report

D.P.U. 17-100 May 1, 2017

Appendix 6, Att. H Page 17 of 19

Demand Response and Codes • Low cost way to enable DR is require it in building

code for new buildings • Effort in California has limited success Controls require following features: - Automatic Demand Shed Control. Upon receipt of

a DR signal, space-conditioning systems conduct a centralized demand shed, as specified in Sections 120.2(h)1 and 120.2(h)2.

Star

t Tim

e

End

Tim

e

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Period

Pric

e

Nor.

Mod.

High

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el

1

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The Future - Dynamic Communication and Aggregation

ENABLE NEW MARKETS



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PA Demand Savings Group Discussion

Natural Gas Systems Overview

December 2, 2016


May 1, 2017 Appendix 6, Att. I

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LDC Supply Responsibilities

Provide for a safe, reliable service to all firm customers on its distribution system Long term planning focus Reliable capacity – primary firm capacity for firm needs Balance load variations (Storage, LNG etc.)

Portfolio planning horizon must look forward well into future given

lead times

Ensure an adequate supply of natural gas into the distribution system under design weather conditions

Manage supply portfolio to provide for lowest reasonable costs to consumers



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Gas Supply Planning

New England’s gas requirements are highly weather sensitive

Reliability paramount – restoration complex

Capacity planning long lead time – primary firm

Design Demand Scenario New England is design day driven Must secure firm supply to accommodate expected demand

on a design day, winter, and year. Take into account each LDC’s territory and distribution

system



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Gas Supply Planning and Process

Long Term: Gas Supply Demand Balances (Typically 5-10 Years) under

‘Normal’ & ‘Design’ weather conditions Seasonal (Winter, Summer & Shoulder) LDC’s evaluate the market place and near-term load

requirements to determine portfolio mix of base-load and daily supplies

Daily/Intraday LDC’s forecast load requirements daily/intra day and are

prepared with underlying assets to respond to dynamic customer load changes (LDCs are the parties responsible for balancing customer needs

and nominated supplies at the city gate)



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Long-Term Planning

LDC’s in MA required to file 5 yr forecasts and supply plans to the DPU every 2 yrs

The DPU reviews each LDC’s plan to ensure that the plan is reviewable, appropriate and reliable.

The DPU also reviews and approves any additions to the supply portfolio mix of gas pipeline, underground storage and on-system peak facilities to ensure it is in the best interest of the customers.

2013/14 2014/15 2015/16 2016/17 2017/18Demand 100,000 102,000 104,040 106,121 108,243

Pipeline 50,000 50,000 60,000 60,000 60,000Storage 30,000 30,000 30,000 30,000 30,000

LNG 30,000 30,000 30,000 30,000 30,000Sub-total 110,000 110,000 120,000 120,000 120,000

Net 10,000 8,000 15,960 13,879 11,757

FIRM DESIGN DAY DEMAND FORECAST (MMBtu)Generic Forecast of Natural Gas Demand and Supply



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LDC Supply Planning Considerations Reliability - Firm Customers – high standard due to impact of shut-off and

long recovery time to re-light pilots lights - LDC’s contract for primary firm capacity

Diversification – limit dependence on one supply/price source

Flexibility – ability to adapt to changing conditions

Best Cost Balance between reliability /price/flexibility, Liquidity, New Capacity and

Renewals, FERC/Pipeline Issues, Volatility Discrete Distribution System Requirements – Must tailor portfolio to

each LDC’s unique territory or distribution system Demand Impacts - Peak/Winter/Shoulder/Summer Conditions



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LDC Portfolio to Meet Customer Load Requirements

Temperature sensitive load

Three physical delivery resources are available to satisfy these requirements Interstate pipeline

transportation Deliveries from

underground storage facilities

Peaking supplies (e.g. LNG Vaporization)

1 26 51 76 101 126 151 176 201 226 251 276 301 326 351

# of Days

De

ka

the

rms

Peaking Resources (LNG, Propane Air)

Deliveries from Underground Storage

Pipeline Transportation from Production Areas

Illustrative Load Duration Curve



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Daily Operations – Forecasting Loads and Procuring Supply

Each day will begin with a review the previous gas day’s throughput, verified weather information and the corresponding variation (if any) to the forecast.

LDC’s receive weather forecasts for the next 7 days provided by various service companies.

Gas Supply will add forecast into its model along with any other specific load information to determine the next day’s requirements.

This is typically completed by 8AM ECT These load requirements are then input into the daily ‘load planner’ which

essentially outlines all available supplies for the given day against the requirements

The gas market for the next gas day begins at 10AM ECT Trading typically opens around 8AM ECT and will continue with varying levels

of liquidity until 12:30 PM ECT The LDC’s procure the least cost supply available to them to meet their

operational requirements for the next day



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Daily Operations – Nominating and Scheduling the Gas Supply

Once the LDC has secured its required supply, it must nominate the delivery of its gas on the corresponding interstate pipeline Electronic Bulletin Boards “EBB” prior to the timely cycle,12:30 PM ECT. This includes all pipeline supply from production area meters and

storage withdrawals and/or injections.



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Daily Operations – Confirming the Gas Supply

Each afternoon, the LDC’s will ensure that its gas supply was confirmed by the pipeline that nominated receipt points to respective delivery points are scheduled

The LDC’s will then confirm that the Third-party suppliers have successfully scheduled the requisite amount of gas to the LDC’s city-gates for delivery on its distribution system and rectify any variances as necessary.

Gas Supply will monitor any changes to the weather forecast and the system loads with Gas Control throughout the work day.

Gas Control will contact Gas Supply as needed to address any supply requirement changes 24 hours a day.



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Regional Gas Infrastructure



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Pipeline System at Capacity

New England has no natural gas production or underground storage facilities

Region is directly served by: Six interstate pipeline systems

Algonquin Gas Transmission Tennessee Gas Pipeline Iroquois Gas Transmission Maritimes & Northeast Pipeline Portland Natural Gas Transmission Granite State Gas Transmission

Four LNG import terminals Distrigas Of Massachusetts (Everett, MA0 Canaport LNG (Saint John, New Brunswick) Northeast Gateway (offshore MA) Project Neptune (offshore MA)

Peak shaving facilities 16.2 Bcf of LDC-owned LNG storage 20 Propane/LP Air sites

Regional LDC Peak Day Demand ~4.3 Bcf/day

Source: Northeast Gas Association

Pipeline Systems Serving New England



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With power generation and LDC growth -> Pipeline Utilization at all time highs



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Major NE LNG Storage Facilities New England has the highest concentration of on-system LNG storage in the

United States LNG has been used since the 1970s to economically meet short-term, needle

peaking requirements Weather dependent heating loads require delivery capacity 3 times greater

than average usage Not generally available to assist market as needed for Design Winter

requirements Liquefaction capability and refill options limit turnover of capacity



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Impact of Inadequate Gas Capacity on New England

Power Markets



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New England Lacks Pipeline Infrastructure 2016 Energy Efficiency Plan-Year Report

D.P.U. 17-100 May 1, 2017

Appendix 6, Att. I Page 16 of 28

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ISONE has becoming increasingly reliant on natural gas to generate power



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Benefits of increased use of Gas-Fired Generators



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Gas and Electric Price Highly Correlated

Source: ISO-NE State of the Grid 2016 Presentation January 26, 2016



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ISO-NE Required to Dispatch Coal and Oil During Winter Seasons for Reliability




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Owning pipelines insulates gas customers from price volatility



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LDC Customer Prices Stable with Capacity vs. Secondary Market Prices

NE LDC CGA vs. Henry Hub and AGT City Gate $/MMBtu



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The FERC Application Process

• FERC approval for interstate pipeline facilities are petitioned through an Application for a Certificate of Public Convenience and Necessity (CPCN)

• Applications presented for FERC action must demonstrate the following key criteria:

• Market need • New projects or expansions must be supported with firm market commitments for long-term (10+

year) transportation service agreements at tariff or negotiated rates • Just and reasonable rates

• Demand charge based, fee-for-service structure with maximum rates set by FERC under traditional cost of service ratemaking methodology

• Environmental impact mitigation • Comprehensive environmental impact analysis and mitigation measures

• Compliance with pipeline safety standards • Built and operated in compliance with US Department of Transportation rules and procedures

• FERC will undertake a comprehensive review of an applicant’s proposal and

determine whether the action meets the standard of being in the interest of the public convenience and necessity and will issue an approval or denial of a project based on meeting this test



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FERC’s Capacity Release Overview

> FERC unbundled gas supply from transportation in its Order 636 > As part of that unbundling FERC establish a secondary market for

capacity with two main goals › Transparency - In the reallocation of capacity › Efficiency - To ensure that capacity is allocated to the shipper willing to

pay the highest price > To ensure transparency FERC mandated that pipelines bid out

available capacity through their EBB (Electronic Bulletin Boards)

> FERC establish a set of rules that would help ensure that released capacity would be allocated to the highest bidder

› Shipper Must Have Title › No Tying › Prohibit Buy/Sell Transactions

> FERC revised some of the rules under Order 712 to allow and promote AMA’s (Asset Management Agreements)



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Northeast Gas Infrastructure Development Projects



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Backup Slides



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Solar Power Creates “Duck Curve”




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But electricity prices have soared with spot prices



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