Docket No. 5076 - The Narragansett Electric Co. d/b/a RI Energy (formerly National Grid) - 2021‐2023 Energy Efficiency Program Plan (Three-Year Plan) & 2021 Annual Energy Efficiency Program Plan (filed 10/15/20) PUC Orders: Public Utilities Commission (Commission or PUC) Memorandum Reflecting Motions Made and Votes Taken on Docket No. 5076 at Open Meetings held on December 22, 2020, December 28, 2020 and December 30, 2020. PUC Report and Order No. 24225 issued to National Grid and the Parties on the Company's 2021-2023 Energy Efficiency and Conservation Procurement Plan (Three-Year Plan) and 2021 Annual Energy Efficiency and Conservation Procurement Program Plan (Annual Plan). Order issued September 21, 2021. Authorized Combined Heat and Power (CHP) Process (per Energy Efficiency Annual Plan) Notification of 13.3 MW CHP Project in Exeter to the Division of Public Utilities and Carriers PUC's proposed Performance Incentive Mechanism (PIM): PUC proposed modification to the Energy Efficiency Performance Incentive Mechanism proposed at the December 22, 2020 Open Meeting (12/22/20) National Grid's Comment on PUC's proposed performance incentive mechanism (PIM) (12/28/20) EERMC's Comment on PUC's proposed PIM (12/28/20) Division of Public Utilities (Division) Comment on PUC's proposed PIM (12/28/20) Office of Energy Resources' (OER) Comments on PUC's proposed PIM (12/28/20) Notice of Technical Session on February 4, 2021 @ 12:00 PM National Grid's Response to PUC Post-Hearing Technical Session Record Request RI Infrastructure Bank's Response to PUC Post-Hearing Technical Session Record Request Commission Performance Incentive Mechanism (PIM) Proposal (2/18/21): Notice to Solicit Comments and Commission PIM Proposal Workshop Notice - February 25, 2021 @ 10:00 AM Comments on proposed PIMs submitted by: EERMC Division Office of Energy Resources Acadia Center National Grid RI Energy formerly National Grid's Compliance Filings and Reports: National Grid's Compliance Filing submitted in accordance with PUC's directive at December 22 Open Meeting. The compliance filing provides an updated implementation budget for Year 1 (2021) and updated goals, targets, and proposed energy efficiency rates for Year 1 (12/23/20) National Grid's Filing Pursuant to December 22, 2020 Open Meeting - Updating illustrative implementation budgets for Years 2 and 3 (2022 and 2023) and updated goals, targets, and proposed energy efficiency rates for Years 2 and 3 (1/29/21) Courtesy Notification of a forecasted overspend of approved budget within the Energy Efficiency Program (9/28/21) Courtesy Notice of Transfer to Rhode Island Infrastructure Bank (RIIB) (1/7/22) RI Energy's Year-End Report with Confidential Vendor Schedules and Gas Overspend Memo (6/1/22) EE Quarterly Reports: Q1 2021 Q2 2021 Q3 & Q4 2021 EE Year-End Report 2021: Request for Extension to File 2021 Year-End Report and Final Numbers of Gas Overspend. Request until May 13, 2022 RI Energy Year-End Report with Confidential Vendor Schedules and Gas Overspend Memo (6/1/22) RI Energy response to PUC Data Request Set 1 (6/21/22) RI Energy response to PUC Data Request Set 2 (6/28/22) Supplemental response to PUC 2-1 (8/23/22) RI Energy response to PUC Data Request Set 3 (7/19/22) RI Energy response to PUC Data Request Set 4 (8/23/22) RI Energy response to PUC Data Request Set 5 (9/15/22) All relating to the Energy Efficiency Plan Filings, Pleadings and Discovery submitted prior PUC's Open Meeting Decisions, December 2020: National Grid's Energy Efficiency Three-Year Plan and Annual Plan (10/15/20) Revised Table E-1 and Table G-1 to the Company's Annual Energy Efficiency Plan Energy Efficiency Resource Management Council (EERMC) - Cost-Effectiveness Report on National Grid’s 2021 Energy Efficiency Plan and 2021-2023 Energy Efficiency Three Year Plan (10/20/20) Procedural Schedule Notice of Hearing Office of Energy Resources' Notice of Intervention RI Infrastructure Bank (RIIB) Motion to Intervene RI Energy Efficiency Resource and Management Council (EERMC) Notice of Participation National Grid's Technical Reference Manual for Estimating Savings form Energy Efficiency Measurers for the 2021 Program Year (TRM) National Grid's Energy Efficiency Studies submitted in support Annual Energy Efficiency Plan and Three-Year Energy Efficiency Plan - Studies are listed below: Synapse - Rate and Bill Impact Analysis of Rhode Island Natural Gas Energy Efficiency Programs (October 2, 2020) NMR Group, Inc. - Memorandum regarding Rhode Island Compliance Training and Building Permit Review (August 18, 2020) Cadeo & ILLUME - Executive Summary - EnergyWise Multifamily (EWMF) And Income Eligible Multifamily (IEMF) Impact & Process Evaluation (September 2020) Cadeo & ILLUME - Impact & Process Evaluation EnergyWise & Income Eligible Multifamily Programs (September 2020) Cadeo & ILLUME - Executive Summary - EnergyWise Single Family (EWSF) Impact & Process Evaluation (September 2020) Cadeo & ILLUME - Impact & Process Evaluation EnergyWise Single Family Program (September 2020) DNV GL - Impact Evaluation of PY2018 Custom Gas Installations in Rhode Island (October 20, 2020) DNV GL - Memorandum regarding RI PY2018 Custom Electric Impact Evaluation Interim Results (September 1, 2020) DNV GL - Impact Evaluation of 2017 Custom Gas Installations in Rhode Island (May 26, 2020) DNV GL - Summary - Rhode Island C&I Custom Gas Installations Impact Evaluation 2017 Program Year DNV GL - Summary - Rhode Island Piggybacking Diagnostic Study (January 2020) DNV GL - Rhode Island Piggybacking Diagnostic Study (January 2020) DNV GL - RI C&I Market Characterization Data Collection Study (March 9, 2020) DNV GL - Summary - Rhode Island C&I Market Characterization Data Collection Study The Brattle Group - Review of RI Test and Proposed Methodology (January 31, 2019) NMR Group, Inc. - 2019 Rhode Island Shelf Stocking Study (August 7, 2020) Guidehouse Inc. - Rhode Island 2019 Energy Efficiency Workforce Analysis Final Report (May 7, 2020) Office of Energy Resources (OER) - Testimony of Becca Trietch RI Infrastructure Bank (RIIB) - Comments Division of Public Utilities (Division) - Comments Acadia Center - Comments Joint Comments of National Grid and RI Infrastructure Bank (12/16/20) Revised Joint Comments of National Grid and RI Infrastructure Bank (12/17/20) Public Comments received: City of Providence City of Pawtucket Seth Magaziner, RI Office of General Treasurer Responses to Data Requests & Record Request National Grid's response to PUC Set 1 - Complete w/ bates Supplemental revised response to PUC 1-9 National Grid's response to PUC Set 2 - Complete w/ bates National Grid's response to PUC Set 3 - Complete w/ bates National Grid's response to PUC Set 4 - Complete w/ bates National Grid's response to PUC Set 5 (redacted) - Complete w/ bates National Grid's response to PUC Set 6 - Complete w/ bates National Grid's response to PUC Set 7 - Complete w/ bates National Grid's response to PUC Set 8 - Complete w/ bates National Grid's response to PUC Set 9 - Complete w/ bates National Grids' response to PUC Set 10 - Complete w/ bates National Grid's response to Record Requests - Complete w/ bates National Grid's response to Post-Hearing Data Request – Set 1 & Revision to Record Request -13 National Grid's Response to PUC Post-Hearing Data Request 2 (4/27/21) EERMC's response to PUC Set 1 - Minutes of all EERMC's meetings that involved the 2021-23 Energy Efficiency Program Plan or the 2021 Annual Energy and Efficiency Program Plan and EERMC Retreat Presentation OER's response to PUC Set 1 RIIB's response to PUC Set 1 and some attachments are available upon request Attachment A - Official Statement regarding the sale of RIIB's Efficient Building Fund Reserve Bonds Attachment B - East Providence Loan Documents Attachment C - Warwick Loan Documents Attachment D - Disbursement Schedule Excel Spreadsheet