ENERGY. Duke NC

VIA ELECTRONIC FILING Mrs. Jocelyn Boyd, Esq. Chief Clerk/ Administrator

August 28, 2015

Public Service Commission of South Carolina 101 Executive Center Dr .• Suite 100 Columbia, SC 29210

RE: Docket No. 2011-181-E

Dear Mrs. Boyd:

Charles A. Castle Associate General Counsel

Duke Energy Corporation 550 South Tryon Street

Charlotte, NC 28202

Mailing Address DEC45A/P.O. Box 1321

Charlotte, NC 28201

o· 704.382.4499 f. 980.373.8534

alex.castre@ duke-energy .com

Pursuant to the Commission's Order issued September 2, 20 II in Docket No. 2011-181-E, Duke Energy Progress, LLC. ("DEP") submits its quarterly report pertaining to Rider DSM/EE-6 and its EM&V schedule for Demand Side Management/Energy Efficiency ("DSM/EE") programs. The schedules accompanying this submission, for the quarter ending

June 30, 2015, are as follows:

Attachment I - Amounts billed under Rider DSM/EE-6 during the reporting period accompanied by estimates of gross receipts taxes and South Carolina

Regulatory Fees.;

Attachment 2 - DSM/EE program energy and capacity savings achieved through the end

of the reporting period;

Attachment 3 - DEP's anticipated DSM/EE program EM&V schedule; and

Attachment 4 - DEP's System O&M and A&G expenses and amounts allocated to South Carolina.

DUKE8 ENERGY.

Charles A. CastleAssociate General Counsel

Duke Energy Corgoration550 South Tryon Street

Charlotte, NC 28202

Mailing Address.DEC45A/P.O. Box 1321

Charlotte, NC 28201

o 704.382.4499t. 980.373.8534

alex.cast(enduke4tnergy.corn

August 28, 2016

VIA ELECTRONIC FILINGMrs. Jocelyn Boyd, Esq.Chief Clerk/AdministratorPublic Service Commission of South Carolina101 Executive Center Dr., Suite 100Columbia, SC 29210

RE: Docket No. 2011-181-E

Dear Mrs. Boyd:

Pursuant. to the Commission's Order issued September 2, 2011 in Docket No. 2011-181-

E, Duke Energy Progress, LLC. ("DEP") submits its quarterly report pertaining to RiderDSM/EE-6 and its EM&V schedule for Demand Side Management/Energy Efficiency("DSM/EE") programs. The schedules accompanying this submission, lor the quarter endingJune 30, 2015, are as follows:

Attachment 1— Amounts billed under Rider DSM/EE-6 during the reporting period

accompanied by estimates of gross receipts taxes and South CarolinaRegulatory Fees;

Attachment 2 — DSM/EE program energy and capacity savings achieved through the endof the reporting period;

Attachment 3 — DEP's anticipated DSM/EE program EM&V schedule; and

Attachment 4 — DEP's System O&M and A&G expenses and amounts allocated to SouthCarolina.

will continue to submit this report to bolh the Commission and the Office of

Regulntory Staff on a quarterly basis until further order of the Commission.

Please contact me if you have any questions.

Sincerely,

~au# Charles A. Castle

Attachments cc: Jeffrey M. Nelson, Office of Regulatory Staff

John Flitter, Office of Regulatory Staff

DEP will continue to submit this report to both the Commission and the Office ofRegulatory Stal'I'on a quarterly basis until further order of the Commission,

Please contnct me if you have any questions.

Charles A. Castle

Attachmentscc: Jel'I'rey M. Nelson, OfCice ol'Regulatory Staff

John Flit(er, Office of Regulatory Staff

Billings for the Quarter Ending June 30, 2015

A. Amounts Net of GRT & SC Reg Fee

Rate Class KWH DSM DSDR

Residential 427,019,865 $ 389,301 $ 691,761 $ Res RECD (reflected above)

Net Residential 427,019,865 $ 389,301 $ 691,761 s

Small General Service 62,246,576 $ 8,466 $ 90,631 $ Medium General Svc 406,267,001 55,252 591,525

Large General Service 543,406,045 73,903 791,199

Less: Opt-Outs (663,221,500) (90,198) (965,651)

Net General Service 348,698,122 $ 47,423 $ 507,705 $

Lighting 23,708,082 $ s s Less: Opt-Outs (1,094,454)

Net Lighting 22,613,628 $ $ $ Total 798,331,615 $ 436,723.57 $ 1,199,465.05 $

B. GRT & SC Reg Fee

Estimated Gross Receipts Tax @ 0.30 percent

Estimated SC Regulatory Fee@ 0.15237 percent

Total GRT and Regulatory Fee

C. Estimated DSM/EE Billings {Sections A + B)

Attachment 1

Total

EE Recovery

1,248,812 $ 2,329,873

1,248,812 $ 2,329,873

242,015 $ 341,112

1,579,566 2,226,343

2,112,763 2,977,865

(2,578,605) (3,634,454)

1,355,739 $ 1,910,866

s $

2,604,550.48 $ 4,240,739.10

$ 12,760.50 6,471.47

$ 19,231.97

s 4,259,971.07

Attachment 1

Rider DSM/EE-6 Quarterly Billingsfor the Quarter Ending June 30, 2015

A. Amounts Net of GRT & SC Reg Fee

Rate Class

ResidentialRes RECD (re/ierred above)

Net Residential

KWH

427,019,865 5

427,019,865 5 389,301 $ 691,761 5

DSM DSDR

389,301 5 691,761 5

1,248,812 $ 2,329,873

Total

EE Recovery1,248,812 5 2,329,873

Small General Service

Medium General Svc

Large General ServiceLess: Opt-Outs

Net General Service

62,246,576 S406,267,001543,406,045

(663,221,500)348,698,122 5

8,46655,25273,903

(90,198)47,423

90,631 $

591,525791,199

(965,651)so7,7o5 5

242,0151,579,5662,112,763

(2,578,605)1,355,739

5 341,1122,226,3432,977,865

(3,634,454)

$ 1,910,866

Lighting

Less: Opt-OutsNet Lighting

Total

23,708,082 5

(1,094,454)22,613,628 5

798,331,615 5 436,723.57

5 - 5

5 - 5

5 1,199,465.05 5

5

S

2,604,550.48 5 4,240,739,10

B. GRT & SC Reg Fee

Estimated Gross Receipts Tax IS 0.30 percentEstimated SC Regulatory Fee Ce 0.15237 percent

Total GRT and Regulatory Fee

S 12,760.506,471.47

5 19,231,97

C. Estimated DSM/EE Billings (Sections A + Bf 5 4,259,971.07

Duke Energy Progress DSM I EE Program Savings

Junl! 30, 2015

, ... ,,.,., ... Cvmu&.tlw Sinn• f"rDI'•'" tr.c19tkMI

ND. ol ,rtm&ft lWhSoW\1> IW~

ln~WJYWhe'" Ho.oi,.,Pm&ft • .., So!!!e •ws..!lft&'

II.C Dko<ll<»d Control 5.617 Nil. 11.238 125,470 Nil 2!.0,968 liP 5tUp Ueat~r Ott«t lb.4d Conttot 20 Nil 3,740 till 7,106 W•te:r Ueattr D1rKt lo.td Control 39 Nil 5 798 Nil 2319

£ne•1VWke"" Tot11l 5,676 Nil 11.231 u s.ooa NA 2611,393

CIG D.mand Rnpon~e HI\ 601 49 Nil. 22,90'1 l~h~ll~frG{....,~

.. dd.ntJaf New Con1trudlon 1,701 3,096,687 1.232 4,889 8,629,078 l,..O

.._,dMI,al Harnelll-.y •mprovem1nt A It Souru ltf'Jit Pump 2,f>J6 905,183 936 29,928 9 ,21a.n a 10,147 Ceontrill Air COndtllon~tf 935 230.417 347 10.941 2,419,936 un Gtothtfi'TWI Hf'~l Pump 29 65.671 26 455 759,604 306 Duel T~lintl5••11nl 1,317 185.076 211 15,945 3,114,254 2,263 IIVIIC hr••ll Tu~Up 13,130 1,160,173 1,264 l"'ul•tiOII/,t.lrSNIInt 718 231,598 108 5,790 2,445,638 1,120 Wi'wfow ftrplautnf'nt 9,696 3,698,902 3,280 Room Ilk CondH- 92 10,961 917 112,641 91 Ueat Pump Water t$e:.1ter 44 104,091 " 331 801,972 140 IIV...C tov•12 Tune Up 497 0 15,018 2 191,682 1,187

~ldtntl.lllf(II'Tolll 5,827 1,834,200 1,655 102,164 26,1)84,187 24,323 t ......,_,.~INtiMV ...... .--.

R.UdoMioll-lnco,.. • NES 2,200 963,795 117 14.984 U .025.147 1.599 \~~towt..,.VNtnll'l"""

llalldtr1tl&l Ullltl"' Prvvom 1,746,383 5),615,353 8,113 21.144.&U 690.662,700 104.0U • r."'Wt tqt~tl.lltl .. .._,......, bu1H

R.udtrltlol Appliance RIK'fdlna 3.31~ 1,927,716 226 42,.163 25.005,292 2,851

ReUdtrltl•llnOfly EIRdoncy ll«n<hm•rllna 42,918 11.161.2t0 2,f>8l

aG Enern llftdoncy PrH<rlptlv~ ll&hllllll 553 21,861,064 6,278 4,0!1 22 1,841,194 5 2,511 rrt«rlpllvoiiVII.C sa r;(l).393 248 474 4,901,!.02 2.025 Prt"Strlpttwr Mol or 8 22,297 Prr,urlprlol• ~lrla•r•Uon 30 114,263 16 255 3.344.356 209 Ctntom Mrnure 32 1,406,510 252 967 52.166.162 10,681 1 ed'INcat Anb•anc.~ N,t. MA .. NA NA

CIG lnernEifkloncylottl 677 24,1~,230 6,794 5,799 282,275,512 65,429 t .a.-tw~J,...CJai ., .. W~

Srooallllull ... s Enorn s. ... Cfl· Scrow In 229 1.448,100 134 lfl&h Per!orm•nr:~ TS/18 648 5,349,281 2,6SO llD· hMSltn 159 183,000 u l( D • H•rdWitod uo 214,116 272 l(D·Suowtn 185 619,661 180 Met•IH>IIdt I 9,616 T5/T8rlwture 166 3,676,423 430

'U&hll"' 8760 269 2,082.918 29& 6 3S 4,519,166 665 1l lshtl"' D•yllahll"' 668 a ,n7.et2 3.217 2 ,375 35.091,989 12,213

1li!hli"' Duskto~wn 193 1,188,499 322 221 1.422,740 l8S

10tcuPinc:v5ensor 10 10 1

"•frtattollon 29 509,107 57 liS 2~36,640 272 SINIIIluslnHs (lltf!IY S.Ytf TC>Iol 1,169 12,4'Jl.416 3,893 4,874 54,Ul,140 17,287 '.t.,•nc~•t•«J.XU-4

My Homo ln•n Roport 57},401 8,793747 2,390 573.401 8,793,747 U90 ....., • .,,,.., ,. .. tf/lllha f/upntH~....,.~~

lnern Ellldorrcy Eduullon p._..,.IK· l21 8,272 1.786,752 177 8,172 1,786,752 1n

Mulll·fomlly Enof)y Effldoncy Procrom 149,836 7,476~30 740 149,836 7,476,530 740

ReUdOftllal H0111o Ad•antoa• Pn•ctl••l 7,174 8,649,113 3,078 \ ~n•fhtNtMAVMI#4 ........

Rou•ntloi5GiorWator Hulinal'llat llnodl .. ; ISO 31,250 30

R-tfltlal CfL Pnot Proarom (1-J 203,2U 6,706,000 630 t ........,W/Wf,.._Nt.,..,MIV. ........

~ryTotals 2,49!,.41.7 116.1......,. t 7,175 U.149.~ 1.144.218,906 512,031 -,..,., rM d.ln includrd abow. r•rpf ~ noltd. rtpff'Jf1tf nt~atrd nf't ""'*'Ps. f#tr rrpot1f'd ,, J41,..,-' rr/J«f ~ r~nnvol fl"ducUons mulfittg /fOWl tltr

.......... "' 05M/ff ........,.. dtHitwJ ,,. ,_. .. ~· 1~ ~u bow bnn trduad ro occ~ I« 1M ~ of .plf!ldpolrd twt ro 1Jt0$$ rtlor~ott;~Wp.s.

Sctkf'qUII'I'tt f'tPOif! _., r~ploa nrl'ndofn:l KIWI(FI """" wrlflfd ~s. Pd}vsttfl fot opptCipl'lof• ~, IP "IDS$ 111'fiQJ,. .,,. """'minftl flwoupl't lfw Mtoswtrnrnl flfNI VHI/koiiOn IM&VI ,..,.....

Ouke foergy ProgressDSM I ff Program SaUtngs

/»$030, J025

I I IW C~W» hw WhhIwa Lw e dh IWh I CWL

lhdgTWI ~AC Dh«l Uwf C~fdIN'Sl rp He t«& dtt~hwodWcfhlkatcfDI ctl dC Ic I

Cfrt gywlw I I I

CIG DWCCO4 l«twI

5417Hl79

5,676

NA

NA

NA

NA

HA

I »13$

11.234i

Ql I

125,4703,7405 793

NA

IIAHA

IIA

154.9QI7,1062 119

150,192

22&M

thdd«Dal llew Coaowdlw 1,701 3,0W,6S7 1.131 4,M9 II&19.070 1,HN

SwldenhalHwoahwhywt wdwAt 5oa ca Nrd PwwChtlhl Alf CWWwwCddhdwd Heal NhwDeci T«eng/5cakHIMAC Iwch Ido UpIn»A tron/Air kdhgwedo II p4ccnowh~ An Condlil~

Ik«P pwarerlk feI MAC I el 1 Two Up

liefldentLCI IHIP Tohlf W I

1,62 6935

29

1,377

TW

!N

4II

5.&27

9f&,0$3

1W.41755,571

2$5,076

2311alg

10&MIWDII

497IslaJW

211

91$

D

LA&\

29.9201htt4

~55I&»4511,130S,7W9,696

917M7

15,014101,164

9JU177S2,479,th

759,&tN

3.114J541.1W4731,«I,M43,590,901

I Il.&44001,971

1 19I 681

ID,«71&15

W&

l,ifiI 261I,IWIJW

91LHI

I 7

26ANCJIT 24JM

&add~ Ilawhoww N15\ w w ~

14rldhn41 4lelte Pwgww'h 4 ~ Cd«do«

wdd~ I App&ance $«yr&M

Mdd~.f I CMT Itfhfww pwhhahhl

2,100

1.746.3M

3.319

9&1,795

5&f 15,353

1,927,746

117 14834

~2,92$

S,Ill Il.ldcall

12$ $ 41J61

12/UI.LCT

690.561,7W

U5ll!I

IDI/IM

25AWJW 1,051

Il.l&LJNI ibw

CIG lnwgy Sl&ckwyPtedtlolf IkhlargPftdtlofl ICVAC

I tdflnfl hheelP IC Itfl btfflgc HICIC

C t M wrtTWW IA *I

GGI gyoff W«!TW I

t dh 4

3031

677

11,$51,064

W3,393

114,2 61

1,406,510NA

M,lei,ilg

6,17$240

4,011~ 74

0IWW7

5.799

221&41,194e'Nl,501

22,1973JCA356

51.1M 162Hfl

7$1.175bli

51,511

1,015I

ID,WIHA

t6419

~Wd t Dh gy SewtCfl ~ 5 hWgh PMH~ 15/WLID ~ ldf 501(D ~ Ha doted110. I ~ In

M« I lkkhT5/Igff I

Ughlhg 0760

'LlghlhH 14ytghihglighting wwhdt

'DccvptncylcnheIltttfgtleffoff

5~0whohlwhy5«tr Totalow

269

I&S

193

IO

19

I, 169

l,wl.91$$,7174M.

1,144499

291

3.217

321

5712,4W416 3,$93

119144159LW

1$5

I

Lbb

63S

1, 375

1 1 I

10

115

~,174

144&WO5.3I9.144

1$3,000114,016619.ML

9,41$l,b75,413~ /179,146

MN9I.W91,412.740

134

145023

271

IgoI

~30

66S

Il.tll335

2711 166HI54.9M.f40 Il,107

MTH 4 w&cw«fw

~g&kwwftd tf ww ($.322

571,401

5,272

0,793 747

1.7S6.751

573.Hll 4,79&747

I.TM 752

Mdgeeh&t3~ gtt&WM! WM

seclfldN4I Nhw Agrdwga II«HI )

r

Aeddenl41 solar wat tkwfw Mw Ab

dhe.'ttlrlwdtl

CIL HIOI Prrtglha /two«/i W

149,814 7,47$,534 740 7,476AM 744

0/H9.1M I/1707.171

I 150 31,150 30

l03,222

54p w loki »498 Iat 116, Iht ew '17,175 '1149,04C I 144 210.906 512,WI

fr !AO . If W whwd d, wf d wM hhwd tfft hd I ~ tf w od I ww /hd wowr I nwtw ww / rtI hhfo W Cewli wdh CA ~ao a«ada fbhr hwwft I b dwd I ~ I ff hpw H oofdpdw nd Io ykwww wo H Pt ww I dcf I ilhf ware, Ief/«fed / r rwhdd I P fr h wd fh~ Ih wr ww 4

fc Ihov/P

Demand Response

Distribution System Demand Response

Energy EffiCieffiY for Business

EnergyWise

Home Energy Improvement

Enel'!lv Efficiency Education

Lighting

Multi-Family Enel'!lv Efflciencv

My Home Energy Report

Neighbortlood Energy Saver

Residential New Construction

Small Business Energy Saver

DEP DSM/EE Programs- Anticipated EM&V Schedule As of August 10, 2015

Short 2015 2015 2016 NC Docket sc Docket name 3rd Quarter 4th Quarter 1st Quarter

Docket No. E-2. Sub 970 Docket 2010"' 1-E ARP PROC/IMP

Docket No. E-2. Sub 953 Docket 2010 ... 1-E CIGOR PROC IMP

Docket No. E-2. Sub m Docket 200~190-E OSOR IMP(20151

Docket No. E -2. Sub 938 Docket 200~180-E EEB PROC

Docket No. E-2. Sub 827 Docket 200~190-E ~ IMpiW2015116

Docket No. E-2. Sub 936 Docket 200~190-E HElP /PROC IMP

Docket No. E-2. Sub 1080 Docket 201 .... 20-E K12

Docket No. E-2. Sub 950 Docket 201a...1-t LP PROC/IMP ,t2014 PROC/IMP

Docket No. E-2. Sub 1059 Docket 201 .... 18-E MF

Docket No. E-2. Sub 889 Docket 2011 -180-E M)'HER

Docket No. E-2. Sub 952 Docket 200i-19().E NES IMP :p'·' Docket No. E-2. Sub 1021 Docket 2012-23-t-E RNC

Docket No. E-2. Sub 1022 Docket 2012-23-t·E sees PROC/ MP :p(2\.

LEGEND

Process surveys1'111terviews st rs o theJ) I purposes of eport that follows I

2011 2nd Quarter

~,

PROC/IMP IMP 52016

PROC/ MP

PROC/IMP

PROC/ MP

PROC MP

PROC

IMP lmpad data coHedion (ons~es blling data) and analysis for purposes or eport that follows

NOTE: THESE DATES ARE SUBJECT TO CHANGE

Attachment 3

2016 2016 3rd Quarter 4th Quarter

.. ~1:1

-

'

PROC/ MP RE:P

PROC MP REP

Attachment 3

DEP DSM/EE Programs - Anticipated EM&V ScheduleAs of August 10, 2015

Pr ram Name

A isnce Rec in

Commerdat Demand Res enseOisbibuson S tern Demand Res seEne Efficie for Business

Ene ise

Home Ene Im rovement

Ene Efficien Education

Li hti

Multi-Ferns Ene Efficie

M Home Ene Re ort

Nei hborhoad Ene SeverResidential New Construcbon

Small Business Ene Saver

NC DocketDocket No E-2. Sub 920

Docket No E-2. Sub 953


Docket No E-2. Sub 93S

Docket No E-2. Sub 92I




Docket Na. E-2. Sub 1059

Docket Na. E-2. Sub 089

Daakel Na E-2. Sub 952

Docket NO. Ed. Sub 1021

Docket No E-2, sub 1022

SC DooketDocket 20teatdDocket 20tsat4Docket 2009.1004

Dacket 2000.1004

Docket 2000-1 904

Docket 2009-100E

Docket 20144206

Docket 20nbel-E

Docket 2014»10 6

Docket 2011-1 806

Docket 20($-1906

Docket 2012-2346

Docket 2012-234-E

Shortnettle

DSDR

EES

MES(

Ktt

My»ER

NES

SSES

201 6

3rd QuarterPROC I IMP

PROC

PROC

R F P»oi i 4. 44» ( 4I I»

RF P 'I PROC I IMP

PROC I IMP

IMPRFP(»i»»(

PROC I MP

2016 20164th Quarter 1st Quarter

RFP

IMP

REP(»i i

IMIA

P F Pl 4» 4

ncn 'ROC I IMP

RFplcu 4(

RFP'» "1

20162nd Quarter

RcP»RFI (

PROC I IMP

IMp 52015(

PROC I MP

PROC I IMP

RFp nail

PROC I MP

PROC I MP

2D163rd Quarter

pep( iuiu wonmi'i

REP

PROC I MP

PROC I MP

20164th Quarter

RFP(»'»

REP I»

Rrp uai»

RF.P

RFr

NOTE. THESE DATES ARE SUBJECT TO CHANGE

South Carolina Retail- DSM/ EE Cost Summary

Q2 of Test Period

Apd 2015 rltroug/1 /urw ZOJS

SC DSM Pr.,.nm [Jcpeftses

CIGOR P<rlloola

Eno'lY'Ni:oe P<rlloola

3 SmoU &u,;nns EE 04\ 4 TotoiOSM lUnn tlotv2 $ s OSM AssiJnod lo A&G Cool Porlloola

6 Toto I OSM and Anisnod Cost IUrm4t/otv5

SC EE l'rf>lqm Elcpoo~HS

7 Ros Home Advantos• P<r lloola

a Rn Homo Ent<JY lmprovonlt P<r lloola

9 Rosidontiol ~Income P<rlloola

10 CIG Eno"'l' Elfie10n<y Prrlloola

11 Solor Hot Woter Pilot P<r lloola

12 Rnidontiol LJchuns• Porlloola

13 Rn Appliancollocydinl P<rlloola

14 EE ~h.avior Prot<om' ,.,,_ 1S Homo DeliO( Cfl ,..,,_ 16 Smon Businns Direct Instill ,..,,_ 17 bsidentiol New Construction ,.,,_ 18 K12 Porformonu • N1toonol Tlloattt' Po!rlloo/a

19 Mu~~Family' Prrlloola

20 Rosidontiol Cfl Proptlty Mano,or• hrlloola

21 Businns Ent'1'( Report l'or lloola

22 TouiEE ZI.IMr7tlotvJ7 $ 23 EE Assicnod to A&G eo.t ,..,,_ 24 Totol OSM and Assicnod Cool li.JMr U rftN 13 s

zs sc D50tl Prccnom [Jcpeftses

26 OSOR Prot~rom Porlloola

27 OSOR Assilnod to A&G COst Porlloola

28 Total OSM and As>isnod Con r l.iMr 1f dorul1

29 Test Period Toto Is Llnni•U•ll s

SOUTH CAAOUNA JURISOICTIONAUY AUOCAT£0 RETAil COSTS ONLY

(aptldUZ!'d :.morttzatton :.mortuJfton :ncome T~•C• 0\0R lc\COm(' l..t•~· Rev ~f'qmt

C&'\1 .and o • (...lp.t4hz('o(j of ( Jpt•JhtC'd ~~OR Capll .JI -:n OSO~ Property ::JSJR ( .Hr;tnC: Co~t ·. ~n 17Mf)•nt: 8d0t~ PP I &

O&M ln\uttli~C£' ASf, ~ • pcn<;.c A&U 08.1',1 A&G (O\h f41ptUI(O\H r_,.c~ :icpt'Nt.>ll-00 ~ctot ':' ;uc'i (~t ~.tR

(lJ (2} m (4} (5} ffi>t;tl JIM( 31 1J.(1))'10

46,217 s 46.l17 4,622

425.566 425,566 42,557

3.441 ).441

475,231 s s 475,231 47,179

! s 52,701 52.701 52.701 s 527.9~2 s 47,179 s 475.231

s $ 242,078 242,078 24,208

70.503 70,503 7,050

156,732 156 732 15,673

636,046 06,046 127,209

39,077 39,077 3.908

226.185 226.185 226.2~

227,911 227,911 22,)91

298.192 298.192 29.819 49,055 49,055 9,811

70.336 70,336 14,067 61,849 61.849 12,370

2.9011 2.901

2.080.972 $ s 2.080,972 493.191

230.299 230.299 2,080,972 230.299 s 2,311,271 s 493,191 s

258,018 s 35,773 293,791 s 29,379 s

258,018 s 35,773 s 293,791 29,379

2.814.221 5 35.773 5 283.000 s 3.132.994 $69,749

(6} {7} (B} (9} (JO} (JJI (lZ}

(3)'10

s $

5,270 t:::=: 5,270

103.986 33.922 103,986 18.922

s 2),030 292.245 109.387 23,030 292,245 109.387

s 335,661 159,511 105,911 450,725 s s 61.743 23.110 s

335,661 s 159,511 s 105.981 s 450,725 s 61,743 23.110 s

28.300 335.661 159.S11 s 105.981 s 450,725 5 457.974 s 171.419 s

4,622

42.S57

47,179 141.171

195.357

24.20S

7050

15.673

U1.l09 3,908

226.285

22.791

2U19 9.811

14,067

12.370

493.191 424.662 917,853

1,081,257 84,853

1,166,110

U79,320

'lightin1 Program, RMidential CFl. K12 Pefonnance & Multi-Family are reco~rable over aS year period • E E Benchmarl<in& pros ram i$ r~overable over a 1 year period All other EE progr1ms are over a 10 ycor period

South Carolina Retail - DSM/EE Cost Summary

Attachment 4Page 1 33f4

SOUTH CAROUNA IUAISDICHONAlly AllOCATED RETNl COSTS ONLY

Q2 of Test Period

npmlols taro Pn lunr 1015

SC DSM P oua Bomnsm

Gmitm d 4 no tL«l m I an! 0 el«DSLI M leapt I rd lcannalucd 0\DR i*pi I " DsoR

04M I «AltG I pa ASG DAM 44G cn I capitn cn t727 (IJ (37 (42 ISI (67 FPI 787

IGAIIH«t8 69 ttsrm Gyro

DSOR et etP p ly DSDR Cam gC tr - 4 rin4

4 Op oarnrn lr'tol re C t797 7107 2777 OII

Re Rco I

nel ppl 6: LR

U37Konrlp«TID

I CIG DR

I frltrgrllyne3 Sman Oudmss Ef Da

4 Totri DSM

3 DUH An gnrd in ASG Gnt6 Tout DSM and Aulg ed Cost

IU tl

IU ad S

5 46,Ill~2S.UG

33M5 475,III

5 475.231

5 463M41S.566

3,44$

5 4753\I52.701

5 4,622 5

~2357

5 47.179 5s,nd N

552,701

5 $1.701 5 517.911 5 47 179 5 5,270

5 4,62141357

5103.986 36.922

5 ey,tyoIHL17$

S 103.986 5 3L911 5 19S.3S7

SC ff Progmm fnpensm7 Rm num advlrtugt8 Rei Hnrrle Em gy I purl trtl t9 Rts'nltnthlle lmome

10 CIGfneuyfuc«ncy11 Sour Hot Waur Mnl12 Resaenlialbghtlng'3

Res Applance IHHYUI 614 Ef 8ehlv«r Prog am'S

Hmne Depot CPL

16 5 «osommsmreulmr ~ R

17 Resrienl41 He comuuri«n18 412 Patroclus ne Hmnr atThtat t19 Mrrlt'amly10 Resrient4lcpLpropenyManaser'l

Gus mifnergyneparill Youl EE

23 fE lnu'U ed to AAG Gnl24 Total DsM and Asi grind Cost

sw mrna

Ar MmR mm

RraarmR mm~«mm

P Sr«tr

Rr Onmlum7lt 17

R lomIU ltd 71

5

2l1,07370.503

156,731

5 ~ 5 ~ 5

\alAIM 1430870.503 7,050

I56732 IS673

636,MS39377

12ILIIN

6363I4$

39 077116.18S

127.2IN

3 90$

216,245

IIO311ISS,I91

~9.055

TIL3M

6L$49

2.908

2VOII198,191

49,0$5

7033661349

2 908

12,79 I19.8199,$21

LADSI

11370

$ I,OSIL972 Q ~ S - 3 1.080,S72 5 493.191 5

130.199 130399 . 11400 F5 2,0NI.972~ 5 230.199 5 1311371 5 493.191 5 13,030

gS5

II 73$03,908

IM.ISS

2230II29319

9III I14.067

11,370

5

291.245291,145 5

5109367I09387 5

49419141 ~.562

SIT,SM

5 - I24.1IN

7 050IS,673

25 5C DSDR Pregmni Dme ses26 0$0$ r rogmmM 0$0$ nss4md io HSG cosilg TotalDSMandAisiamdGnt

R aann 5 158.DISS 35.773 5nr 4aom

IU md 27 5 15LDLSS 35.773 5

5 2SS.TSI 5 19379 S ~ 5 3M.661 S 159311 5 105.9$1

5 293.791 5 19.379 S - 5 335,661 5 1$93ll 5 UD.981

5 4$0.7IS5

5 450,715 5

61.743 5

6L743 5

5

ILIIO 5

23.IID 5

1,081,157$4.853

L166.110

29 ten Pe «dTotab ln«4 ~ la ~ 14 5 1,$14.111 5 35.773 5 1$3000 5 3.13190I 5 569749 5 2$.300 5 335661 5 159311 5 UNSSI 5 450715 5 457974 5 ITL419 5 7,279320

'Lighting Program, Residential CFl, Kl I Peiormance il Multi-Family are recoverable over a 5 year period'EE Genchmarking program is reco arable over a 1 year periodAg other EE programs are overs LD year period

Page2 of4

uDetw,.IC.Iculatlon ~1 .....,1$ sc ~~'11!5 sc Cost summory lor Ull ·1116 0511 o •~ 06• 0.13n

DSOR 0.1~ DSOR o.13n ££ 0 1...:1 £E 01'8S

·16 lotioz:11 Ju,...15 Q2 2G15

EE ~W"!!!! ~trtsS !a!• I~~~~ Qlftu!t PfOO,..., 0311 Cools

CIG E'*VJ Elllciency 52.~87 ljl)6,52$.78 37 803.7~ 1.056.1124 3e Homo 0opot CFl. EE e.htvtor Pwogrom 211.~.!11 41,1127.86 836.428 . .f0 1,529 78l911 R-Homo~ R-1 Homo E'*VJ ...... OIN<'t(Ph.l) 428.047.82 500,54!1.85 703.88425 1114~.291112

R-1 '-Income/ PHA (Pto.l~ 46.a.7n 17,15e.~7 ~12.828.62 •n~onee R-1 t.JoiU>g ~ ~) 8Te,ITU\ 1,293,01~.~7 2.138733,4 ~.307,919 04 Solar Hot w- Ptot ~n<oReqde (~.~.$e) 1113,!142.83 46,143.27 23482024 Smolllu&Nuonct- S...B25.55 llai,lll!3.36 31111,87~40 155016331 R-1 How Con&lruc1ion 551,31!8.83 ns.1ee.22 eo1.~.n 2 023822 "' K12-·Notionol~ 71,4\0.31 152,84.27 101l,0811.1M 33235552 Frooz« Reqde PIOO""' (15.258.!10) 30,435.02 12,573.79 ~7750 12

~·~-... 11,!174 56 119,255.15 66,&4753 198080 33 IIIA!i.Fo.-.y ~ W..p 3,081 3C 25,486.34 14,206.47 42 754 15 IIIA!i.Fo.-.y s,_,_. 14.1124.40 152,155.70 66.5n.03 233563 13 R-1 CFl.. F'lopetty IUnoslor 15634 9ll 2805&443 120.737 31 ~1893889

Toto1EE0311 2.808.323.116 5.E03.~17 87 5601 ~Ill 14.073,127.5e

P10grom Costa not ,ot COmmi&oion Apptowod B<ainno Eno<gy R_. 6 ,133 13 3 .41? 58 10 201 915 19,751l66

G&A 482,11114 503,20'00 598*15 1 ~-T-Enlry~.ifany(Soo''1'-N-) 5.-. Oolonod G&A..., 0311 3,271l,5e823 6,\10.038 25 6,210.16363 16 .... n111

-~ ..... ,. ·11 Jun-15 Q22G16

P"''I""'Cotb CIG EftOIVY Elllciency 7.*.44 143,52908 561386 156,732 3ll Homo Dopol CFl. EE-Pwog""' 30,50876 715ee26 12~.209.n 2~211479 R-Homo~ R-1 Homo [ftOIVY ~ (Pto.ll) 61,811.60 756ell15 104,498 eo 2~.07835 R-1 '-Income I PHA(PI>.II) 6.850.47 2,54774 61 ,305.05 70,503 2e R-II.Jg~ ~yoaro) 126.431.4!1 1112.012.66 317.601.112 83604806 Solot Hot w- Plot ~Reqde (71658) 28.756.98 U52.28 34,119167

--onct-• 78.61833 89.1M1 01 Sf351 56 2279109!1 R-~-~ 79,5e557 115,11$.4$ 103,$11 14 298,192 16 K12 Potfonnon<a ·No-~ (5yoanJ 10,30C,51 22,641787 16.052 . .f0 49,05486 FroozOf Roqclo P!Ogrom (2,201.63) 4.519.60 1.86721 4 ,164 96 IIIA!i.Fo~ Aorotota (5 '"") 1,n1.1M 17,709.&4 9,926.86 29.J8A 64 -.Fo.-.y p.,_ W..p ~ yooro) CC175 3,7&4.72 2,10U6 6.33813 -.Fa.-.y S-ad& ~yoaro) 2,15358 22.~27 8,885.~ 34.63451 R-CFl. F'7o!*tJ ...._ ~ yoot&) 2 2551~ 4111113.82 11.11294!1 61.11-09 43

Total EE Ollol 405,24115 63210754 6.f0715&4 : ,on,oec.6J

P10grom Cotts nol yet Commio&lon AI>P<o\lod -... Eno<gy Report 885.01 50751 15158& 2.-.40

G&A 811,682 64 7C 725 79 811,1190 !18 :1"".~ 01 T......., Etcly~. ~any(S.O ''1'_...., N-) s.-.. Doltmd 0311end G&A cn,eoe.eo 907 3.f064 931 122.30 2,111,271 ...

llt4UmC.Io Dobc~·NotoiTu 37,805 47 31l,Oile65 3e,031 03 IU.98535 Equily eo..>nont · Not ofT u 5e,3n ee 55,717 22 60111867 t n 25&75 EqUity R-., Tu Gf<M.U1> 38 021118 36234~ 37130!!! 1()931!1599

Tctelll.-., 132.280 22 133,0.f0C7 138 33140 401,1n.OII

Soutoa:~-.... , .. ...

AtlQNIMOD( 4Page 2 Df 4

EE Cel I Caaa»dc»Cod \ ry tor VIS VIS

9' -915 SCDSH D '4nC6DR O.1lnEE 0 1449

914-~ '5 5CDIN 0 1317DSDR 0 1377E 0

lorn

AEr-I 4 I ~ I 14 M 251 ~

pw0» Dam ceo»CIG 6wow Ed»unHaw Capel CFLEE Sdedo Pwaomload«a»l Iee» Adnnelol»ad«aal Haw E»NN Nwu«»m (pled)Raid«ael Ia orna» I PHA (Ph d)Rasld«eol (IQhhw (5 tean)Sda Ha wd«PMAN»ls ~ RuyrdVwd we»wc Grad hewSold«ed HKl 2 P«ha»me - Nwael thuwF»u«Rosie» »W»WWP4MT Aaai«lNd«FIMyP»IW plust'y she»a»ucRuduul c». prop«ly cwww

Tsar EE DIN

52,50l 07

211,I25 01

420.047 02».007 77

0%,171. ~ I

(4,065 0S)54l ID&5555IASQ 01TLIIO 31

(15150 SS11 07I 553.001 31

14024 401 5634

010,5ZS 10

401,021 00

500,5mr sl17,150 41

IXQZ 014 47

37 SQ 14

830.420 IC

703.004 15412.029 6t

1,130 7XI 40

193 Itsl MSS!,M3 35Tts,let 22152,IWI Zt30,435 02

I I9255.1525.40034

152,1SI 70

46,14327X»,574 40OQT,MI 72100,SQ Ql

12.573.71)SC,SIT 5314 100 47as enm

120137 31V» III 07 SON 3051Q

I 0501QI 39

1.529 782 M

I dlZXQI 024 70 012 05

4 Xa I,Ir I0 OI

231 020 2lI 550 103 31I 023 822 41

332 355 sl27 750 12

100 Oml 3!~2 75I 15

233 463 13cl8038$I

I ~,073 Mise

G&A

Te»MENT»wrw,!lairs 'Ga»WNII )sew»l Dciuw G4A onl De»

6,133 Is

NQ,I I I I ~

3 ~ 11 50

503.204 CO

10 101 95

SQ SSO 75

15 14 Ia»14

3270 550 23 0 !10 0M 15 4870 IMM

1$,756 55

I NQ SI~ IQ

I~,IM.)91 11

Gl 2016

Pw0we CoalsCIG Ew»y 8 IIIN»THw» D»W CFLEE Sdwu Pm«aR»duad H Arh«captRcec»mel thm» E»rw awwwM (ph lsRoad«all La mahel I pHA (ph I)Rud«MI UQNmd S )Wra)Sdar Hsl Wo» PMAp pa«»o A ccrc»MM selew Dncl helml»«4«oat aa caehmtwKI2 lhelsm»a» - N aud TINaaa (S WM)Fnoc«decyce P»0»mNdhpcMT Aud«I (5 y ~ )lee Fomlrr pips wna (9 yunlNdepowy slew»ter» (5 wsm)As»lac»l cFL pwpcat N wt«Q lees)

To»l EE CQ II

T,SQ N

30.500 70

61,011 Sl4.050 47

124,431 la

(710 50)78.010 33TS.SRI STIC.XN Sl(ZZOI 03)l,nt Sl

all 752,153 Sl125$ IZ

OXI2II 15

14&52!IIQ

71 5M 2S

)SSSS t52,5 774

102.012 60

24.755 00Sl SII 01

115 115 l522 457 07

~QI9 IQIT.TCOSI3701 12

ZZAMZr~I 083 02

032 101 SI

5 413 M

QIXQQ

'104.NQ 40es ZMos

317.001 IK!

0,052 2050 35t 45

IM 5 t I II16.052 40

I 007 ZlQ.MS 002.'IS)I»Q,IQ505

11109 405IO 715 Sl

IS! 717 3d

210.MI 70

242,070 X!'ro.SG 20

KQ Oe! 06

3I,S)l 07221 010 00200,1M 10

49.CSI 00I Iel 00

20.384 040. 330 13

34 IQI lit61 049 43

pw)m coa» »H pa co cmtw Aww «Isuwm E»IQy Ance 507 Sl I 515 00

G4AT~ Ereywwu,dow(6» "7~ Halos)5WWH DcOmd DIN eel 04A

SI,502 Sl

~ txew 00

Tl 125 70

907 340 Sl

80.0M 50

IQI 122 30

2321M Ol

1,311,211 M

Rctwrr CINDoll cweawa - Hd d TaEawy c«»»M ~ Ncl ol TuEaoay Rww T G»olAS

TO»I Rd«A

37 005 l750,372 053(I 021 00

30.000 0550 717 n3S 234 ld

13211m 2\ 133 040 ly

30 031 GiM IS) Itt37 13)

130331 40

114 005 35InZNrsI CS sd6 W

Deferral Calculation Cost summary for 4115 - 6/15

DSM Current Period Actual PrQgram Cost Deferral: Program Costs

CIG Demand Response (Ph. II) Residential Energy Wise

Total DSM O&M

Program Costs not yet Commission Approved Small Business EE DR

G&A True-up Entry Amount, if any (See -rrue-up Notes) Subtotal Deferred G&A and O&M

sc· . . Program Costs

CIG Demand Response (Ph. II) Residential Energy Wise

Total DSM O&M

Subtotal Deferred of Program Costs not yet Commission Approved

G&A True-up Entry Amount, if any (See -rrue-up Notes) Subtotal Deferred O&M and G&A

RetumCalc Debt Component- Net ofT ax Equity Component- Net of Tax Equity Retum Tax Gross-Up

Total Retum

Source: Monthly Accounting File

5114-4/15 DSM DSDR EE

118,004.34 1.204.839.51 1 322,843.85

6,964.63

148,339.51

1,478,147.99

16,898.22 172.533.02 189,431 .24

997.34

21 ,242.22

142,522.37

13.451.28 20,736.30 12.796.37 46,983.95

DSU

sc 0.1432 0.1432 0.1443

95,556.48 836.151 .86 931,708 34

7,666.42

70,683.00

1,010,057.76

13.158.13 115,1 38.11 128,296.24

1,055.67

9,733.05

182,627.59

13,684.23 21,095.42 13,017.98 47,797.63

117,360.72 1!001.418.51 1,118.779.23

10,130.30

157,778.39

1 286,687 92

16,160.57 137,895.33 154,055.90

1,394.94

21,726.08

150,711 .10

13na.42 21,240.62 13107.59 48 126 63

5114-4115 sc DSM DSDR EE

0.1377 0.1377 0.1485

Q22015

330,921 54 3,042.409.88 3,373,331 42

24,761.35

376,80090

3,774,893 67

46,216.92 425,566.46 471 ,783.38

3,447.95

52,701 .35

527,932.68

40,913.93 63072.34 38 921 94

142,908.21

Attachment 4 Page 3 of 4

Attachment 4Page 3 of 4

DSM Deferral CalculationCost summary for 4/16 - 6/1 5

DSM Current Period Actual Pr ram Cos D erralProgram Costs

CI G Demand Response (Ph. II)Residential Energy Wise

Total DSM O&M

Program Costs not yet Commissicn ApprovedSmell Business EE DR

G&ATrue4rp Entry Amount, if any (See True-up Notes)Subtotal Deferred G&A and O&M

Apr-15

118,004.341 204.839.51I 322,843 85

6,964 63

148,339.51

1,478,147.99

Ma -15

95,556. 48836,151.86931,708 34

7,666.42

70,683.00

1,010,057.76

Jun-1 5

117,360,721.001,418.511.118,779 23

10,130.30

157,778.39

1 286.687 92

Q2 20'IB

330.921 543 042,409 883,373,331 42

24,761.35

376,800 90

3,774,893 67

!SC:Program Costs

CIG Demand Response (Ph. 9)Residential Energy Wise

Total D5M 0&M

16,898.22172,533.02189,431.24

13,158.13115,138.11128,296.24

16,160.57137,895.331 54,055. 90

46,216.92425,566.46471,783.38

Subtotal Deferred of Program Costs not yet CommissionApproved 1,055.67 1,394.94 3.447.95

G&AT~p Entry Amount, if any (See True-up Notes)Subtotal Deferred O&M and G&A

21,242.22

142,522. 37

9,733.05

182,627.59

21,726.08

150,711.10

52,701.35

527,932.68

Return GaleDebt Component - Net of TaxEquity Ccmponent - Net of TexEquity Return Tax Grossadp

Total Return

13.451.2820.736.3012.796 3746.983.95

13.684.2321,095.4213 017.9847.797.63

13 778.4221,240.6213 107.5948 126 63

40,913.9363,072.3438 921 94

142,908.21


OSDR Deferral Calculation 5114-4115 sc 5/14-4115 sc Cost summary for 4115 • 6/15 DSM 0.1432 DSM 0.1377

DSDR 0.1432 DSDR 0.1377 EE 0.1443 EE 0 .1485

A~r-15 May-15 Jun-15 Q2 2015

473,671 .36 457,665.32 923,512.68 1,854,849.36

473,671 .36 457,665.32 923,512.68 1,854,849.36

(o

Program Costs 67,829.74 63,020.51 127,167.70 258,017.95 G&A True-up Entry Amount, if any (See *"*True-up Notes) Subtotal Deferred O&M and G&A 67,829.74 63,020.51 127,167.70 258,017.95

Smart Grid Insurance Expense Accrual 12,312.66 11 ,767.42 11 ,692.68 35,772.76

Smart Grid Depreciation 154,175.94 148,269.76 148,278.98 450,724.68 Smart Grid Property Tax 35,327.14 35,327.14 35,327.14 105,981 .42

Return on 101 Capital SmartGrid ·Debt 30,526.18 29,103.36 17,546.42 77,175.96 Return on 101 Capital SmartGrid ·Equity 102,969.13 98,169.73 57,346.06 258,484.92 Equity Return Tax Gross Up 63,542.25 60,580.54 35,388.25 159.511 .04 Total Return 197,037.56 187,853.63 110,280.73 495,171 .92

Return Calc Debt Component · Net of Tax 8,054.38 8,101.12 8,137.63 24,293.13 Equity Component· Net of Tax 12,416.51 12,488.57 12,544.85 37,449.93 Equity Return Tax Gross-Up 7.662.23 7.706.70 7.741 .43 23.110.36

Total Return 28,133.12 28,296.39 28,423.91 84,853.42


OSOR

Attachment 4Page 4 Df4

DSOR Deferral CalculationCost summary for 4)1 5 - 6/1 5

DSDR Current Period Actual Pr rsm Cost Deferral:

A r-15 May-15 Jun-15 Q2 2015

DSDR Program CostsDSDR GBATrue.up Entry Amount, if any (See True-up Notes)Subtotal Deferred G&A and O&M

Program CostsG&ATrue-up Entry Amount, if any (See True-up Notes)Subtotal Deferred O&M and G&A

Smart Grid insurance Expense Accrual

Smart Grid DeprectaUonSmart Grid Property Tax

473,671.36 457,665.32 923,512.68

923,512.68

67,829.74 63,020.51 127,167.70

67,829.74 63,020.51 127,167.70

12,312.66

154,175.9435,327.14

11,767.42

148,269.7635,327.14

11,692.68

148,278.9835,327.14

473,671.36 457,665.32

1,854,849.36

1,854,849.36

258,017.95

258,017.95

35,772.76

450,724.68105,981.42

Return on 101 Capital SmartGrid - DebtReturn on 101 Capital SmarlGrid - EquityEquity Return Tax Gross UpTotal Return

30,526.18102,969.1363,542.25

197,037.56

29,103.3698,169.73

187,853.63

17,546.4257,346.0635.388.25

110,280.73

77,175.96258,484.92159.511.04495,171.92

Return CateDebt Component - Net of TaxEquity Component - Net of TaxEquity Return Tax Gross-Up

Total Return

8,054.3812,416.517,662.23

28,133.12

8,101.1212,488.577,706.70

28,296.39

8,1 37.6312,544.857.741.43

28,423.91

24,293.1337,449.9323,110.3684,853.42


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ENERGY. Duke NC