DEMANDE DE RENSEIGNEMENTS NO 1 DE l’EXPERT HARPER À
L’AGENCE DE L’EFFICACITÉ ÉNERGÉTIQUE (AEÉ)
DEMANDE RELATIVE A L'APPROBATION ANNUELLE DU BUDGET 20102011 DES PROGRAMMES ET DES INTERVENTIONS DE L'AEÉ
R-3709-2009
Question #1
Reference:
i) AEE-4, Doc 2, pages 5-6 and page 7 (Footnote #6)
ii) AEE-4, Doc 2, pages 11-12
1.1 Please provide a schedule that sets out which of the four categories (Regulated
Program; Activities Related to the Comprehensive Plan; Complementary Activities
and Administrative Activities) each of the P/As described in AEE-4, Doc 2.3 are
associated with.
1.2 Please confirm that the process set out on pages 11-12 describes how the budget for
Complementary activities is allocated between the three funding sources (i.e., the
Quota, Green Fund and Federal Gov’t).
1.3 Please provide a similar example showing how the budget for Administrative
activities is allocated between the three funding sources.
Question #2
Reference:
AEE-4, Doc 2, page 8 (lines 10-16)
2.1 The term “energy balance” (“bilan énergétique”) is used throughout this document
and the supporting documents. Please confirm that this is a generic term where the
values used may be based on customer count or volumes and may or may not be
weighted in some manner.
Question #3
Reference:
i) AEE-4, Doc 2, page 9 (lines 21-24) and page 10
(lines 6-11)
ii) AEE-4, Doc 2.2, page 32
3.1 To what sectors and sub-sectors are the 2010-2011 costs related to Activity 1
(Development of the Comprehensive Plan) related? If it is not all sectors and subsectors please explain the basis for excluding specific sectors and sub-sectors.
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3.2 Please explain how the overall energy balance set out in Table 3 was determined:
 Is it based on volumes or customer count?
 If volumes, were they based on end-use consumption?
 If volumes, how were the value for different energy forms converted into a
common form (i.e., what were the conversion factors used)?
Question #4
Reference:
AEE-4, Doc 2, page 14 (line 18) to page 15 (line 9)
4.1 The application states (page 14) that, with some exceptions, the time spent by Agency
staff is monitored by P/A and energy source.
4.1.1
Is actual staff time monitored for all P/As such that no allocation of actual
remuneration costs is required between P/As? If not, provide a schedule
setting out for which P/As staff time is not fully monitored and how AEE
proposes to allocate staff remuneration to these P/As.
4.1.2
For those P/As where staff time is fully monitored, please provide a schedule
that sets out those P/As where the monitoring does not track all staff time by
energy source. In each instance, please indicate how AEE proposes to
allocate the staff remuneration attributed to the P/A between energy sources
and what data will be used to establish the allocation factors.
4.1.3
For each P/A where staff time must be allocated (first bullet), please indicate
how AEE proposes to allocate the staff remuneration attributed to the P/A
between energy sources and what data will be used to establish the allocation
factors.
4.2 The application states (page 15) that for P/As, actual expenses (other than
remuneration) can be specifically tracked by P/A and energy source.
4.2.1
Can other (non-remuneration) expenses be tracked for all P/As? If not,
provide a schedule setting out those P/As where the expenses are not all
tracked and indicate how AEE proposes to allocate the actual expenses across
the various P/As.
4.2.2
For those P/As where actual other expenses are specifically monitored, please
provide a schedule that sets out those P/As where the monitoring does not
track all such expenses by energy source. In each instance, please indicate
how AEE proposes to allocate the expenses attributed to the P/A between
energy sources and what data will be used to establish the allocation factors.
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4.2.3 For each P/A where other expenses must be allocated (first bullet), please indicate
how AEE proposes to allocate the expenses attributed to the P/A between energy
sources and what data will be used to establish the allocation factors.
4.3 After having established the allocation of actual costs to P/As and energy sources,
please describe precisely how AEE plans to use the results and what AEE proposes to
true-up. In particular, please indicate whether the true-up process will affect the
Quota value assigned to each energy source (and subsequently each energy
distributor) in subsequent years.
 For example, if there is a difference between the forecast and actual value for the
Quota overall does AEE plan to refund/recover the difference in future years? If
yes, please outline how this will be done.
 Even if AEE does not plan on truing up the total difference between forecast and
actual costs, does AEE plan on truing up the allocation of forecast costs using
actual allocation values (e.g., actual participants by program) and reflecting the
differences in future allocations by energy source. If so, please outline how this
will be done.
 In the alternative, does the AEE simply plan to use the observed differences
between forecast and actual cost by P/A and energy source to determine where its
allocation methodology should be improved/revised for future Applications?
Question #5
Reference:
i) AEE-4, Doc 2, pages 10-11 and page 16
ii) AEE-4, Doc 2.3, Agency Administration
5.1 The discussion in Reference (i) on page 10-11 and 16 suggests that P/As related to the
administration of the Agency are all allocated to the non-administrative P/As based
on the FTEs (“ETC”) associated with each and then subsequently allocated to energy
sources per the treatment of the non-administrative P/As. However, Reference (ii)
suggests that the cost for the P/As associated with the administration of the Agency
are allocated to energy sources based on the how the total costs in non-administrative
P/As are allocated to energy sources. Please reconcile and clarify which approach is
used.
Question #6
Reference:
i) AEE-1, Doc 3
ii) AEE-4, Doc 2.3
6.1 In comparing Reference (i) and Reference (ii), it appears that all of the Legal (i.e.,
“Juridique”) costs are assigned to be recovered through the Quota. Why is this the
case? Since Legal is a Complementary activity, does the reported $576,127 for legal
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costs exclude the amounts allocated to the Green Fund and Federal Government
program areas as suggested in AEE-4, Doc 2, page 5 (lines 26-28)?
6.2 In comparing Reference (i) and Reference (ii), it appears that all of the Monitoring
System (i.e., “Système de suivi”) costs are assigned to be recovered through the
Quota. Why is this the case? Since Monitoring Systems is a Complementary
activity, does the reported $118,391 in costs exclude the amounts allocated to the
Green Fund and Federal Government program areas as suggested in AEE-4, Doc 2,
page 5 (lines 26-28)?
6.3 In comparing Reference (i) and Reference (ii), it appears that all of the Support for
Communications (i.e., “Soutien communicationnel”) costs are assigned to be
recovered through the Quota. Why is this the case? Since Support for
Communications is a Complementary activity, does the reported $1,990,070 in costs
exclude the amounts allocated the Green Fund and Federal Government funding
sources as suggested in AEE-4, Doc 2, page 5 (lines 26-28)?
6.4 The budget items set out in Reference (i) do not separately list the Customer Service
(P/A #1055) activity, which is described in Reference (ii). Where are the Customer
Service costs included in the Budget shown in Reference (i)?
6.5 The Administration costs reported in Reference (i) do not match those reported in
Reference (ii), page 44.
6.5.1
Are any of the Administration costs reported in Reference (i) allocated to the
Green Plan programs and Federal Government programs? If so, please
provide a schedule that sets out the allocation and shows the net amount
recoverable from the Quota.
6.5.2
Please reconcile the Administration cost totals reported in References (i) and
(ii).
Question #7
Reference:
i) AEE-4, Doc 2, page 15 (lines 26-30)
ii) AEE-4, Doc 2.1
7.1 Please provide a schedule that sets out those P/As that are in the operation or in the
pilot phase and for which the projected number of participants by energy source is
known or explicitly forecast for 2010-2011 and, subsequently, used as the allocation
factor.
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Question #8
Reference:
i) AEE-4, Doc 2.2, P_6020_10-11 P
ii) AEE-4, Doc 2.3, P/A #6020
8.1 Please provided the supporting schedules that set out how the “Percentages by Energy
Source” (“Pourcentages par forme d’énergie”) were derived including:
 The specific types of equipment included in the calculation, by energy source and
how this relates to the types of equipment targeted by the P/A for 2010-2011.
 The basis for the “number” for each type of equipment (e.g., is it the existing
stock of each equipment type by energy or a projection of the new stock
anticipated for each over some future period?)
 Is there any weighting of the different equipment types or is it based strictly on
numbers? If there is, explain the weighting used, the rationale and provide the
weights used by equipment type.
Question #9
Reference:
i) AEE-4, Doc 2.2, B_REG_10-11 P
ii) AEE-4, Doc 2.3, Activities in the design phase – Building
regulation sector (i.e. “Activités en conception - Secteur de la
réglementation des bâtiments”)
9.1 Please provide the supporting schedules that set out how the “Percentages by Energy
Source” were derived. In doing so, please indicate:
 The types of buildings included in the calculation, by energy source and how this
relates to the types of buildings targeted by the P/A for 2010-2011.
 The basis for the “number” for each type of building (e.g., is it the existing stock
by type by energy or a projection of the new stock anticipated for each over some
future period?)
9.2 The Application makes reference to a “weighted energy balance as a function of the
P/As in the design phase in the building regulation sector”. Please fully describe the
weighting factors used, the rationale for employing them and (as part of the response
to 9.1) provide the resulting weights employed.
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Question #10
Reference:
i) AEE-4, Doc 2.2, P_7080_10-11 P
ii) AEE-4, Doc 2.3, P/A #7080
iii) AEE-2, Doc 2, pages 8-11
10.1 Please describe more fully the activities associated with this P/A for 2010-2011 and
for which sectors (e.g., Residential, Transportation, Business, etc.) the AEE
anticipates energy use could be impacted.
10.2 Reference (ii) notes that the targeted sectors are residential (existing & new),
vehicles (light & heavy), commercial, institutional and municipal. Why is industrial
not included on the list?
10.3 Reference (ii) notes that the targeted sectors are residential (existing & new),
vehicles (light & heavy), commercial, institutional and municipal. However, it also
states that the energy balance used for the allocation factor only includes the
residential and transportation sectors. Please reconcile. If only the residential and
transport sectors are included please explain why..
10.4 Reference (i) indicates that the allocation factor is the “number of participants
projected by energy source”; while Reference (ii) states the allocation is based on
the “weighted energy balance for the residential and transportation sectors”. Please
reconcile and clarify whether the allocation is based on “projected participants” or
“energy balance”.
10.5 Please provide the supporting schedules that set out how the “Percentages by Energy
Source” were derived. In doing so, please address the following:
 Reference (ii) indicates that the “energy balance” for the residential and the
transportation sectors was based on number of consumers. Please confirm that
this is the case and indicate how the “number” in each case is defined/determined.
 Reference (ii) indicates that the values for each were weighted. Please describe
how the balances were weighted and the rationale for choosing the weighting
approach used.
Question #11
Reference:
i) AEE-4, Doc 2.2, B_1905_10-11 P
ii) AEE-4, Doc 2.3, P/A #1905
11.1 Please provide the supporting schedules that set out how the “Percentages by Energy
Source” were derived. In doing so, please explain how the values for the energy
used in buildings by various energy sources were combined into one allocation
factor (i.e., what conversion (weighting) factor was used for each source of energy?).
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Question #12
Reference:
i) AEE-4, Doc 2.2, B_2010_10-11 P
ii) AEE-4, Doc 2.3, P/A #2010
12.1 Please confirm that the allocation factor is based on number of participants by
energy source over the periods 2007-2008 and 2008-2009.
12.2 Have there been any changes to this P/A for 2010-2011 (relative to the program
offered over the period 2007-2009) that would suggest that future participation by
energy source may be different from that experienced in the past. If yes, please
explain what the changes are.
Question #13
Reference:
i) AEE-4, Doc 2.2, P_2011_10-11 P
ii) AEE-4, Doc 2.3, P/A #2011
13.1 The allocation method used for P/A 2011 appears to be the same as that used for P/A
#2010. However, the reported percentages by energy source are different – please
reconcile.
Question #14
Reference:
i) AEE-4, Doc 2.2, P_2014_10-11 P
ii) AEE-4, Doc 2.3, P/A #2014
14.1 The description in Reference (i) states that the allocation factor is based on
“historical participation by energy source for the periods 2007-2008 and 20082009”. However, Reference (ii) states the allocation factor is based on “number of
participants projected by energy source”. Please reconcile.
14.2 Have there been any changes to this P/A for 2010-2011 (relative to the program
offered over the period 2007-2009) that would suggest that future participation by
energy source may be different from that experienced in the past. If yes, please
explain what the changes are.
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Question #15
Reference:
i) AEE-4, Doc 2.2, P_2020_10-11 P
ii) AEE-4, Doc 2.3, P/A #2020
15.1 Have there been any changes to this P/A for 2010-2011 (relative to the program
offered over the period 2007-2009) that would suggest that future participation by
energy source may be different from that experienced in the past. If yes, please
explain what the changes are.
Question #16
Reference:
i) AEE-4, Doc 2.2, P_2032_10-11 P
ii) AEE-4, Doc 2.3, P/A #2032
16.1 Reference (i) suggests that the allocation factor is based on the energy balance
specific to Low Income Households weighted applicable measures and according to
particular characteristics of multi-unit dwellings. However, Reference (ii) sets out a
projection of participants by energy source. Please clarify precisely how the
“Percentage by Energy Source” was determined and provide the supporting
schedules that detail the calculations. In particular, was the allocation factor based
on the consultant’s forecast of participation by energy source?
Question #17
Reference:
i) AEE-4, Doc 2.2, P_2033_10-11 P
ii) AEE-4, Doc 2.3, P/A #2033
17.1 Is the energy balance with respect to propane “zero” or does the value round off to
“zero”?
Question #18
Reference:
i) AEE-4, Doc 2.2, P_2031_10-11 P
ii) AEE-4, Doc 2.3, P/A #2031
18.1 Reference (i) suggests that the allocation factor is based on historical program
participation over the periods 2007-2008 and 2008-2009. However, Reference (ii)
suggests that the allocation is based on a projection of future participation in 20102011. Please reconcile.
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18.2 Have there been any changes to this P/A for 2010-2011 (relative to the program
offered over the period 2007-2009) that would suggest that future participation by
energy source may be different from that experienced in the past. If yes, please
explain what the changes are.
Question #19
Reference:
i) AEE-4, Doc 2.2, P_2034_10-11 P
ii) AEE-4, Doc 2.3, P/A #2034
19.1 Is the relative importance of each energy source based on total use in Remote
Communities or use for space heating?
19.2 Please explain how the values for the different energy sources were combined into
one allocation factor (i.e., what conversion (weighting) factor was used for each
source of energy?).
Question #20
Reference:
i) AEE-4, Doc 2.2, B_RES_10-11 P
ii) AEE-4, Doc 2.3, Activities in the Design Phase (Residential)
20.1 Reference (i) describes the allocation factor as a “weighted energy balance as a
function of the P/As in the design phase in the residential sector”. Please provide
supporting schedules that set out how the “Percentages by Energy Source” were
derived and in doing so indicate:
 The various energy balances used (including the definition of each),
 The weighting factors applied to each energy balance (including the rationale for
the weightings used).
 How the inputs were used to calculate the proposed percentages by energy
source.
Question #21
Reference:
i) AEE-4, Doc 2.2, P_3050_10-11 P
ii) AEE-4, Doc 2.3, P/A #3050
21.1 Both references include statements that the allocation factors are based on the
historical importance of light fuel oil and propane and also suggest that the
allocation factors are based on projected participation. Please reconcile.
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21.2 If based on “historical importance”, please clarify whether the energy balance used
is based on number of customers or volumes. If number of customers, please clarify
whether it is number of “heating customers” by energy source or customers
measured in some other manner.
Question #22
Reference:
i) AEE-4, Doc 2.2, P_4020_10-11 P
ii) AEE-4, Doc 2.3, P/A #4020
22.1 Both references include statements that the allocation factors are based n the
historical importance of light fuel oil and propane and also suggest that the
allocation factors are based on projected participation. Please reconcile.
22.2 If based on “historical importance”, please clarify whether the energy balance used
is based on number of customers or volumes. If number of customers, please clarify
whether it is number of “heating customers” by energy source or customers
measured in some other manner.
22.3 In AEE-4, Doc 2.2 and Doc 2.3 the allocation factors for P/As #3050 and #4020
have exactly the same description – “relative importance of light fuel oil and
propane in the energy balance of the commercial and institutional sectors of
Québec”. However, the allocation factor values for Remuneration and Operating
costs are different for the two P/As. Please explain why. If a different allocation
factor was used for each P/A please explain the difference and why a different factor
was used in each case.
Question #23
Reference:
i) AEE-4, Doc 2.2, B_AFF_10-11 P
ii) AEE-4, Doc 2.3, Activities in the Design Phase (Business
Sector)
23.1 Reference (i) describes the allocation factor as a “weighted energy balance as a
function of the P/As in the design phase in the business sector”. Please provide
supporting schedules that set out how the “Percentages by Energy Source” were
derived and in doing so indicate:
 The various energy balances used (including a full description of each),
 The weighting factors applied to each energy balance (including description of
and the rationale for the weightings used).
 How the inputs were used to calculate the proposed percentages by energy
source.
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Question #24
Reference:
i) AEE-4, Doc 2.2, P_8022_10-11 P
ii) AEE-4, Doc 2.3, P/A #8022
24.1 Both references include statements that the allocation factors are based on the 2005
energy balance for greenhouses in Québec but also suggest that the allocation factors
are based on projected participation. Please reconcile.
24.2 If based on “2005 energy balance” please clarify whether the energy balance used is
based on number of customers or volumes. If number of customers, please clarify
whether it is number of “heating customers” by energy source or customers
measured in some other manner. If volumes, please explain how the values for the
different energy sources were combined into one allocation factor (i.e., what
conversion (weighting) factor was used for each source of energy?).
24.3 The percentages by energy source differ for Audit vs. Support vs. Implementation.
24.3.1 How were the different values for each component determined?
24.3.2 For purposes of allocating remuneration and operating costs were all
participants given equal weighting? If not, how were the percentages by
energy source established?
24.4 With regard to Reference (ii), first footnote, why was the factor used to allocate
financial assistance the same as that used for remuneration and operating costs?
24.5 Please provide a schedule that shows the percentage by energy source if the
participants in each sub-program (Audit/Support/Implementation) are weighted by
the unit financial assistance offered for each.
Question #25
Reference:
i) AEE-4, Doc 2.2, P_8030_10-11 P
ii) AEE-4, Doc 2.3, P/A #8030
25.1 Both references include statements that suggest the allocation factors are based on
the relative importance of electricity, natural gas, heavy fuel oil, light fuel oil and
diesel in the 2006 energy balance for the industrial sector. However, Reference (ii)
uses “number of participants projected” to derive the allocation factors. Please
reconcile.
 If the allocation is based on “number of participants projected” please explain
how the projection, by energy source, was established.
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
If the allocation is based on the 2006 energy balance please indicate whether the
balance was based on volumes or customer count and provide the results by
energy source.
25.2 Please provide a schedule that shows separately the allocation of the financial
assistance associated with the standard unit amount ($6,975) and that associated with
the three large projects. In each case show the derivation of the allocation factors
used.
Question #26
Reference:
i) AEE-4, Doc 2.2, B_IND_10-11 P
ii) AEE-4, Doc 2.3, Activities in the Design Phase (Industrial
Sector)
26.1 Reference (i) describes the allocation factor as a “weighted energy balance as a
function of the P/As in the design phase in the industrial sector”. Please provide
supporting schedules that set out how the “Percentages by Energy Source” were
derived and in doing so indicate:
 The various energy balances used (including a full description of each),
 The weighting factors applied to each energy balance (including description of
and the rationale for the weightings used).
 How the inputs were used to calculate the proposed percentages by energy
source.
Question #27
Reference:
i) AEE-4, Doc 2.2, P_7020_10-11 P
ii) AEE-4, Doc 2.3, P/A #7020
27.1 Both references include statements that suggest the allocation factors are based on
the proportions of the light vehicle fleet in Québec that use gas and diesel.
Reference (i) also describes the allocation factor as a projection of the number of
participants by energy source. Please confirm that the participants by energy source
were derived using the current fleet breakdown. If not, please explain.
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Question #28
Reference:
i) AEE-4, Doc 2.2, P_7050_10-11 P
ii) AEE-4, Doc 2.3, P/A #7050
28.1 The portion of Reference (ii) setting out the “Number of Participants Projected” and
“Unit Financial Assistance” has no values. Please provide. (Note: Similar issue
exists with AEE-4, Doc 2.3, P/A #2015, please also provide values.)
28.2 Please confirm that the participants by energy source was derived using the current
fleet breakdown. If not, please explain.
Question #29
Reference:
i) AEE-4, Doc 2.2, B_TR_10-11 P
ii) AEE-4, Doc 2.3, Activities in the Design Phase (Transportation
Sector)
29.1 Reference (i) describes the allocation factor as a “weighted energy balance as a
function of the P/As in the design phase in the transportation sector”. Please provide
supporting schedules that set out how the “Percentages by Energy Source” were
derived and in doing so indicate:
 The various energy balances used (including a full description of each),
 The weighting factors applied to each energy balance (including description of
and the rationale for the weightings used).
 How the inputs were used to calculate the proposed percentages by energy
source.
Question #30
Reference:
i) AEE-4, Doc 2.2, P_9010_10-11 P
ii) AEE-4, Doc 2.3, P/A #9010
30.1 Are Remuneration and Operating costs allocated to energy sources based on number
of participants in 2007-2009 by energy source or by total financial assistance
provide by energy source over 2007-2009?
30.2 If the response to Question 30.1 is that it was based on “total financial assistance by
energy source”, please explain why number of participants wasn’t used as the
allocator, similar to the approach used for other P/As.
30.3 Have there been any changes to this P/A for 2010-2011 (relative to the program
offered over the period 2007-2009) that would suggest that future participation
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and/or financial assistance provided by energy source may be different from that
experienced in the past. If yes, please explain what the changes are.
Question #31
Reference:
i) AEE-4, Doc 2.2, P_9021_10-11 P
ii) AEE-4, Doc 2.3, P/A #9021
31.1 Please explain why there is no allocation to “propane”. Are there no residential
propane water heaters in Québec or is the number so small its proportion rounds to
“zero”?
Question #32
Reference:
i) AEE-4, Doc 2.2, P_9030_10-11 P
ii) AEE-4, Doc 2.3, P/A #9030
32.1 Please confirm that Remuneration and Operating costs are allocated to energy
sources based on the total potential financial assistance to be provided by energy
source (i.e., number of participants weighted by potential financial assistance).
32.2 If the response to Question 32.1 is yes, please explain why number of participants
wasn’t used as the allocator, similar to the approach used for other P/As.
Question #33
Reference:
i) AEE-4, Doc 2.2, B_NT_10-11 P
ii) AEE-4, Doc 2.3, Activities in the Design Phase (New
Technology Sector)
33.1 Please provide supporting schedules that set out how the “Percentages by Energy
Source” were derived and in doing so indicate:
 The various energy balances used (including a full description of each),
 The weighting factors applied to each energy balance (including description of
and the rationale for the weightings used).
 How the inputs were used to calculate the proposed percentages by energy
source.
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Question #34
Reference:
i) AEE-4, Doc 2.2, FD_GLOBAL QP_10-11 P
ii) AEE-4, Doc 2.3, P/A #110
34.1 AEE-4, Doc 2, page 6, Footnote #5 states that activities related to the development
of the Comprehensive Plan are considered non-administrative P/As. Reference (i)
states that all non-administrative P/As previously allocated are used as the
allocation base for P/A #110.
34.1.1 Please explain how all non-administrative P/As can be used to determine
the allocation base for P/As #110, #121 and #160 when all three are also
non-administrative P/As. Does the allocation factor FD_GLOBAL_QP_1011 P include all non-administrative P/As except these three?
34.1.2 Please provide a schedule that sets out the derivation of the allocation factor
FD_GLOBAL_QP_10-11 P (i.e., list the non-administrative P/As used,
showing the allocation by energy source for each and the resulting total
dollars and percentages. Also include the specific adjustments noted in the
footnote in Reference (ii)).
34.2 Please confirm whether it is the Remuneration and Operating costs from the nonadministrative P/As that are used to determine this allocation factor or whether the
total costs (including Financial Assistance) are used. Please provide the rationale
for the approach used as it applies to P/A #110.
34.3 Please provide the rationale for including Complementary Activities in the
allocation base for the “Planning and Design of the Comprehensive Plan”.
34.4 Please explain why the approach proposed by AEE is preferable to using the
historic overall Québec energy balance (i.e., volumes by energy source) to allocate
the costs of “Planning and Design of the Comprehensive Plan” to energy sources.
Question #35
Reference:
i) AEE-4, Doc 2.2, B_140_10-11 P
ii) AEE-4, Doc 2.3, P/A #140
35.1 Reference (ii) describes the allocation factor as the “energy balance weighted as a
function of the sectors targeted”. Reference (i) provides an identical description of
the allocation factor. Please provide supporting schedules that set out how the
“Percentages by Energy Source” shown in Reference (ii) were derived and in doing
so indicate:
 The energy balance used (including a full description),
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

The weighting factors applied to each energy source (including description of
and the rationale for the weightings used).
How the inputs were used to calculate the proposed percentages by energy
source.
35.2 Please provide the rationale for using a different allocation factor for P/A #140 than
was used for P/A #110.
Question #36
Reference:
i) AEE-4, Doc 2.2, FD_PA OPERATION_10-11 P
ii) AEE-4, Doc 2.3, P/A #150
iii) AEE-2, Doc 8, page 6
36.1 Please provide a more detailed description as to the types of activities/results that are
“monitored” under this P/A. For example, does it include results/activities related to
pilot programs financed by the Quota?
36.2 Does the AEE’s monitoring program also provide monitoring support for programs
financed by the Green Fund or the Federal Government? If so, does the budget
amount for the monitoring system included in the Quota represent total cost of the
monitoring system or has a portion of the total costs for the monitoring system been
allocated to these non-Quota programs and excluded from the Quota value shown
here?
36.3 Please provide a schedule that sets out the derivation of the allocation factors (i.e.,
list the relevant operational P/As showing the allocation by energy source for each
and the resulting total dollars and percentages).
36.4 Please explain why the P/As related to pilot projects are excluded from the
allocation factor for P/A #150.
36.5 Please clarify if the derivation of the allocation factors includes or excludes
operational P/As financed by the Green Fund or the Federal Government and
provide the rationale as it applies to P/A #150.
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Question #37
Reference:
i) AEE-4, Doc 2.2, FD_GLOBAL QP_10-11 P
ii) AEE-4, Doc 2.3, P/A #160
Preamble:
The first part of Questions 37.1-37.2 is similar to the first part of
Questions #34.2 – 34.3 and is repeated here for context. What differs is the second part
of each question which focuses here on P/A 160.
37.1 Please confirm whether it is the Remuneration and Operating costs from the nonadministrative P/As that are used to determine this allocation factor or whether the
total costs (including Financial Assistance) are used. Please provide the rationale for
the approach used as it applies to P/A #160.
37.2 Please provide the rationale for including Complementary Activities in the allocation
base for P/A #160.
Question #38
Reference:
i) AEE-4, Doc 2.2, B_120_10-11 P
ii) AEE-4, Doc 2.3, P/A #120
38.1 Please confirm that the energy balance used is based on volumes by energy source.
If yes, please explain how the values for the different energy sources were combined
into one allocation factor (i.e., what conversion (weighting) factor was used for each
source of energy?).
Question #39
Reference:
i) AEE-4, Doc 2.2, B_130_10-11 P
ii) AEE-4, Doc 2.3, P/A #130
iii) AEE-2, Doc 8, pages 9-10.
39.1 Please describe more fully the activities associated with this P/A for 2010-2011 and
for which sectors (e.g., Residential, Transportation, Business, etc.) the AEE
anticipates energy use could potentially be impacted.
39.2 Reference (i) describes the allocation factor as the “weighted energy balance as a
function of the efforts to be made in education and training”. Reference (ii) provides
as similar description of the allocation factor. Please provide supporting schedules
that set out how the “Percentages by Energy Source” shown in Reference (ii) were
derived and in doing so indicate:
 The energy balances used (including a full description),
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

The weighting factors applied to each energy source (including description of
and the rationale for the weightings used).
How the inputs were used to calculate the proposed percentages by energy
source.
Question #40
Reference:
i) AEE-4, Doc 2.2, FD_GLOBAL QP_10-11 P
ii) AEE-4, Doc 2.3, P/A #121
iii) AEE-2, Doc 8, page 10
Preamble:
The first part of Questions 40.3-40.4 is similar to the first part of
Question #34.2 – 34.3 and is repeated here for context. What differs is the second part of
each question which focuses here on P/A #121.
40.1 Please describe more fully the activities associated with this P/A for 2010-2011. In
doing so please confirm whether this P/A excludes communication support specific
to pilot and operational P/As and how it relates to P/A #120 (Information and
Awareness).
40.2 Please explain why the allocation factor only includes P/As financed by the Quota.
40.3 Please confirm whether it is the Remuneration and Operating costs from the nonadministrative P/As that are used to determine this allocation factor or whether the
total costs (including Financial Assistance) are used. Please provide the rationale for
the approach used as it applies to P/A #121.
40.4 Please provide the rationale for including Complementary Activities in the allocation
base for P/A #121.
Question #41
Reference:
i) AEE-4, Doc 2.2, FD_GLOBAL AEE_10-11 P
ii) AEE-4, Doc 2.3, P/A #1030
iii) AEE-2, Doc 8, page 11
41.1 Please describe more fully the activities associated with this P/A for 2010-2011. In
doing so please confirm whether this P/A:
 Excludes legal support required for hearings before the Régie,
 Includes legal support specific to pilot and operational P/As.
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41.2 Please provide a schedule that sets out the derivation of the allocation factors (i.e.,
list the non-administrative P/As regardless of source of financing showing the
allocation by energy source for each and the resulting total dollars and percentages).
41.3 Please explain why the allocation factor for “Legal” includes all non-administrative
P/As regardless of the source of financing.
41.4 If the allocation factor includes P/As funded by the Green Fund and Federal
Government, how are the energy sources associated with each of the P/As
determined?
41.5 Please confirm whether it is the Remuneration and Operating costs from the nonadministrative P/As that are used to determine this allocation factor or whether the
total costs (including Financial Assistance) are used. Please provide the rationale for
this approach used as it applies to P/A #1030.
41.6 Please provide the rationale for including Complementary Activities in the allocation
base for P/A #1030.
Question #42
Reference:
i) AEE-4, Doc 2.2, FD_PA OPERATION_10-11 P
ii) AEE-4, Doc 2.3, P/A #1055
iii) AEE-2, Doc 8, page 11
42.1 Please provide a more detailed description as to the activities associated with this
P/A. For example, do the budgets for the operational and pilot P/As include the
associated customer service support required or are such customer service support
costs included here?
42.2 Does the AEE’s Customer Service program also provide customer service support
for programs financed by the Green Fund or the Federal Government? If so, is the
budget amount included in the Quota the total cost of the program or has a portion of
the costs been allocated to these funding sources and excluded from the Quota
amount shown here?
42.3 Please explain why the P/As related to pilot projects are excluded from the
allocation factor for P/A #1055.
42.4 Please clarify if the derivation of the allocation factors includes or excludes
operational P/As financed by the Green Fund or the Federal Government and
provide the rationale as it applies to P/A #1055.
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42.5 Please provide a schedule that sets out the derivation of the allocation factors (i.e.,
list the relevant operational P/As showing the allocation by energy source for each
and the resulting total dollars and percentages) and provide the rationale for using
these P/As as the allocation base.
Question #43
Reference:
i) AEE-4, Doc 2.2, FD_GLOBAL AEE_10-11 P
ii) AEE-4, Doc 2.3, Administration
43.1 Is a portion of AEE’s total cost for “Administration” allocated and recovered
separately from the programs financed by the Green Fund and the Federal
Government? If so, please explain why the allocation factor for “Administration”
includes all non-administrative P/As regardless of the source of financing.
43.2 Please confirm whether it is the Remuneration and Operating costs from the nonadministrative P/As that are used to determine this allocation factor or whether the
total costs (including Financial Assistance) are used. Please provide the rationale for
the approach used as it applies to the “Administration” P/A.
43.3 Please provide the rationale for including Complementary Activities in the allocation
base for “Administration”.
Question #44
Reference:
i) AEE-4, Doc 2 and Doc 2.3
ii) AEE-1, Doc 3
44.1 Please provide a schedule that sets out the resulting allocation of AEE’s 2010-2011
Quota budget by energy source, listing separately the allocation for each P/A as
described in AEE-4, Doc 2.3. Please ensure the result reconciles with the total
reported in AEE-1, Doc 3.
44.2 With respect to Reference (ii) please explain how Depreciation ($365,173) is
allocated to energy sources and provide the rationale.