~ll progress energy

Progress Energy

May 2, 2011

Jocelyn Boyd, Esq.Chief Clerk!AdministratorPublic Service Commission of South Carolina101 Executive Center Dr., Suite 100Columbia, SC 292 IO

RE: SCPSC Docket No. 2011- -E

Dear Mrs. Boyd:

In accordance with the Stipulation and Procedure and Mechanism for Recovery of Costsand Incentives for Demand-Side Management and Energy Efficiency ("DSM and EE") Programsapproved by the Commission's June 26, 2009 Order No. 2009-373 in Docket No. 2008-251-E,Carolina Power & Light Company, d/b/a Progress Energy Carolinas, Inc. ("PEC") herebysubmits for filing its DSMlEE Filing Requirements and the Testimony and Exhibits of Robert P.Evans.

PEe seeks Commission approval of its Demand-Side Management and EnergyEfficiency Rider DSMlEE- I, to become effective July 1,201 I.

Sincerely,

~~~0Len S. AnthonyGeneral CounselProgress Energy Carolinas. Inc.

LSA:mhm

STAREG1507

Prog,n, be"" S~mue-,IIlf, llCPO !lui l!QlRaleIgh. He 2fWl

~ll Progress Energy

May 2, 2011

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

RE: SCPSC Docket No. 2011- -E

Dear Mrs. Boyd:

In accordance with the Stipulation and Procedure and Mechaiusm for Recovery of Costsand Incentives for Demand-Side Management and Energy Efficienc ("DSM and EE") Programsapproved by the Commission's June 26, 2009 Order No. 2009-373 in Docket No. 2008-251-E,Carolina Power & Light Company, d/b/a Progress Energy Carolinas, Inc. ("PEC") herebysubmits for filing its DSM/EE Filing Requirements and the Testimony and Exhibits of Robert P.Evans.

PEC seeks Commission approval of its Demand-Side Management and EnergyEfficiency Rider DSM/EE-I, to become effective July I, 2011.

Sincerely,

LSA:mhm

Len S. AnthonyGeneral CounselProgress Energy Carolinas, Inc.

STAREG1507

Prooreee Coeur Sereioe roreperro. iiCP(l arrr itolRekreih. NC 2/60?

R?~/---'---+- Robert P. Evans

Sworn to and subscribed before me,this the~ay of April, 2011.

My Commission Expires:

STAREG1S07

STATE OF NORTH CAROLINA

COUNTY OF WAKE

DOCKET NO. 2011- -E

PERSONALLY APPEARED before me, Robert P. Evans, who, after first being dulysworn, said that:

I am a Lead DSM Regulatory Specialist in Progress Energy Carolinas, Inc.'s Efficiencyand Innovative Technologies Department;

I am authorized to make this verification;

On May 2, 2011, I caused to be pre-filed seventeen (17) pages of direct testimonysupporting and explaining PEC's DSM/EE Cost Recovery Rider Application filed that samedate. This testimony and application were prepared by me or under my direct supervision andcontrol and are true and accurate,

obert P. Evans

Sworn to and subscribed before me,this the ~ay of April, 2011.

My Commission Expires:

srAREG 1507

PEC Exhibit No. 1 Filing Requirements

Page 1

Progress Energy Carolinas, Inc.

Demand Side Management and Energy Efficiency Programs

Filing Requirements

Pursuant to Procedure and Mechanism for Recovery of Costs and Incentives for Demand-Side Management and Energy Efficiency

Programs Approved in Docket No. 2008-251-E

Docket No. 2011-______ -E

May 2, 2011

Recovery request for actual DSM/EE costs incurred from April 1, 2010 through March 31, 2011 and for forecasted costs covering both the period July 1, 2011 through June 30, 2012. This request will result in the modification of rates associated with the Company’s DSM/EE rider.


Page 2

Contents Listed By Procedural Provision

Provision (f)(2) – List of customers opting out of participation ....................................................................3

Provision (h)(1)(i) - Projected SC retail sales for the rate period ..................................................................4

Provision (h)(1)(ii)a - Total expenses expected to be incurred during the rate period ................................5

Provision (h)(1)(ii)b - Expected cost associated with measures ....................................................................8

Provision (h)(1)(ii)c - Measurement and verification activities for rate period ............................................9

Provision (h)(1)(ii)d - Expected summer and winter peak demand reductions ......................................... 12

Provision (h)(1)(ii)e - Expected energy reductions ..................................................................................... 13

Provision (h)(1)(ii)f - Actual test period costs ............................................................................................. 14

Provision (h)(1)(ii)g – Test period costs associated with measures ........................................................... 17

Provision (h)(1)(ii)h - Measurement and verification activities for test period ......................................... 18

Provision (h)(1)(ii)i - Test period summer and winter peak demand reductions ....................................... 22

Provision (h)(1)(ii)j - Test period energy reductions .................................................................................. 23

Provision (h)(1)(ii)k - Test period findings and results of measures ........................................................... 24

Provision (h)(1)(ii)l - Evaluation of event based measure during test period ............................................ 28

Provision (h)(1)(ii)m – Comparison of impact estimates............................................................................ 30

Provision (h)(1)(ii)n – Determination of utility incentives .......................................................................... 33

Provision (h)(1)(ii)o – Actual revenue from DSM/EE rider ......................................................................... 37

Provision (h)(1)(ii)p – Proposed DSM/EE rider ........................................................................................... 38

Provision (h)(1)(ii)q – Projected SC retail sales for customers opting out of measures ............................ 39

Provision (h)(2) – Supporting workpapers ................................................................................................. 40

Appendix A: Non-Participating Customers ................................................................................................ 41

Appendix B: Allocation Factors .................................................................................................................. 45

Appendix C: Savings By Measure................................................................................................................ 47


Page 3

Provision (f)(2) – List of customers opting out of participation (f) Special Provisions for Industrial or Large Commercial Customers.

(2) At the time the electric public utility petitions for the annual rider, it shall provide the Commission with a list of those industrial or large commercial customers that have opted out of participation in the new demand-side management or energy efficiency measures.

Please refer to Appendix A which provides a listing of industrial and large commercial customers, as of

March 31, 2011, that have opted out of participation in PEC’s new demand-side management or energy

efficiency measures.


Page 4

Provision (h)(1)(i) - Projected SC retail sales for the rate period (h) Filing Requirements and Procedure.

(1) PEC shall submit to ORS and the Commission all of the following information in its application: (i) Projected South Carolina retail monthly kWh sales for the rate period.

The Company’s projected South Carolina retail monthly kWh sales for the rate period, July 1, 2011

through June 30, 2012, are provided in the following table:

Projected South Carolina Retail Monthly kWh Sales

Month Estimated kWh

Jul-11 609,966,734

Aug-11 644,468,558

Sep-11 586,812,468

Oct-11 516,461,352

Nov-11 471,216,388

Dec-11 526,345,670

Jan-12 597,602,766

Feb-12 532,500,632

Mar-12 506,981,512

Apr-12 491,816,810

May-12 499,506,747

Jun-12 566,610,481

Total 6,550,290,118


Page 5

Provision (h)(1)(ii)a - Total expenses expected to be incurred during the rate period (h) Filing Requirements and Procedure.

(1) PEC shall submit to ORS and the Commission all of the following information in its application: (ii) For each DSM/EE program for which cost recovery is requested:

a. total expenses expected to be incurred during the rate period in the aggregate and broken down by type of expenditure, per appropriate capacity, energy and measure unit metric and the proposed jurisdictional allocation factors;

For purposes of cost recovery through the DSM/EE rider, the Company’s expected expenses for the rate

period, July 1, 2011 through June 30, 2012, have been broken down by type of expenditure and

provided in the following table:

Program / Measure O&M Depreciation Capital Costs

Income and General

Taxes

PPI and Net Lost

Revenue

Total Costs and

Incentives

CIG DR 2,664,124 202,258 2,866,382

EnergyWiseTM

12,068,046 1,071,039 13,139,085

DSDR Implementation 9,470,693 6,634,479 9,423,347 5,389,546 - 30,918,065

Res Home Advantage 1,643,620 502,017 2,145,637

Res Home Energy Improve. 7,621,583 1,102,311 8,723,894

Res identia l Low Income-NES 1,965,343 551,991 2,517,334

Res identia l Lighting 6,006,892 10,189,068 16,195,960

Res Appl iance Recycl ing 1,910,544 699,249 2,609,793

Res identia l EE Benchmark 935,091 864,625 1,799,716

Solar Hot Water Heating Pi lot 9,746 - 9,746

CIG Energy Efficiency 8,046,311 6,728,339 14,774,650

CFL Pi lot - 74,224 74,224

Program Subtotals 52,341,993 6,634,479 9,423,347 5,389,546 21,985,122 95,774,487

2,694,172

7,928,641

106,397,300

Carrying Costs

Expenditure Totals

Adminis trative and General

Recoverable Expenditures (System Retai l )

Demand-Side Management Programs

Energy Efficiency Programs


Page 6

Provision (h)(1)(ii)a - Continued

The following table provides the program costs, excluding Program Performance Incentives and the

recovery of net lost revenues, per appropriate capacity, energy and measure unit metric, over the

various program lives. It is important to note that unitized costs will vary from year to year and should

be viewed over program lives. Program cost estimates over the life of the program were supplied with

the Company’s original program applications.

Program / Measure System Costs DSM Costs / (MW x

Years) 1

EE Costs / (MWH x

Years) 2

Demand-Side Management Programs (Calculated on EOY 2011 MW Capabilities - at the meter)

CIG DR $ 2,664,124 $3,747 NA

EnergyWiseTM 12,068,046 $4,072 NA

DSDR Implementation 30,918,065 $9,543 NA

Energy Efficiency Programs (Calculated Using Incremental 2011 MWH Savings - at the meter)

Res Home Advantage 1,643,620 NA $25

Res Home Energy Improvement 7,621,583 NA $78

Residential Low Income-NES 1,965,343 NA $46

Residential Lighting 6,006,892 NA $12

Res Appliance Recycling 1,910,544 NA $30

Residential EE Benchmark 935,091 NA $65

Solar Hot Water Heating Pilot3 9,746 NA NA

CIG Energy Efficiency 8,046,311 NA $10

CFL Pilot NA NA NA

1 DSM programs statistics, by their nature, do not reflect energy related savings.

2 EE program statistics, by their nature, do not reflect capacity related savings.

3 Solar Water Heating Program statistics will be determined through 2011 M&V evaluation.


Page 7

Provision (h)(1)(ii)a - Continued

For purposes of cost recovery through the South Carolina DSM/EE rider, the Company’s expected

expenses for the rate period, July 1, 2011 through June 30, 2012, have been broken down for South

Carolina jurisdictional retail customers by type of expenditure and provided in the following table:

The Company’s proposed jurisdictional allocation factors for the rate period, July 1, 2011 through June

30, 2012, are provided in attached Appendix B.

Program / Measure O&M Depreciation Capital Costs

Income and General

Taxes

PPI and Net Lost

Revenue

Total Costs and

Incentives

CIG DR 359,923 27,992 387,915

EnergyWise TM 1,630,393 148,232 1,778,625

DSDR Implementation 1,291,893 905,006 1,285,434 886,874 - 4,369,207

Res Home Advantage 237,832 70,835 308,667

Res Home Energy Improve. 1,102,843 155,536 1,258,379

Res identia l Low Income-NES 284,385 77,886 362,271

Res identia l Lighting 869,197 1,437,677 2,306,874

Res Appl iance Recycl ing 276,456 98,664 375,120

Res identia l EE Benchmark 135,308 121,999 257,307

Solar Hot Water Heating Pi lot 1,410 - 1,410

CIG Energy Efficiency 1,164,301 949,369 2,113,670

CFL Pi lot - 10,473 10,473

Program Subtotals 7,353,941 905,006 1,285,434 886,874 3,098,663 13,529,918

380,719

1,210,732

15,121,369

Recoverable Expenditures (South Carol ina)



Carrying Costs with Income Taxes

Expenditure Totals



Page 8

Provision (h)(1)(ii)b - Expected cost associated with measures

(h) Filing Requirements and Procedure.


b. total costs that PEC expects to incur during the rate period as a direct result of the measure in the aggregate and broken down by type of cost, per appropriate capacity, energy and measure unit metric, and the proposed jurisdictional allocation factors as well as any changes in the estimated future amounts since last filed with the Commission;

The total costs that PEC expects to incur during the rate period as a direct result of the measure in the

aggregate and broken down by type of cost, per appropriate capacity, energy and measure unit metric,

are provided in Provision (h)(1)(ii)a. The Company’s proposed jurisdictional allocation factors for the

rate period, July 1, 2011 through June 30, 2012, are provided in attached Appendix B. In terms of

variations in estimated future amounts since its last reporting, PEC is currently unaware of any material

differences associated with its offerings.


Page 9

Provision (h)(1)(ii)c - Measurement and verification activities for rate period



c. a description of the measurement and verification activities to be conducted during the rate period, including their estimated costs;

Demand Side Management Portfolio

DSDR

Measurement and verification for the Smart Grid – DSDR Program will be determined by utilizing

recorded data obtained from PEC’s System Energy Control and Distribution Control Centers. This data

analysis will not be performed by a third party; therefore there will be no incremental costs associated

with third-parties expended to perform anticipated measurement and verification activities during the

forecast period.

EnergyWiseTM

PEC has contracted with independent, third-party consultant, Navigant, to provide the appropriate M&V

support, including the development and implementation of an evaluation plan designed to measure the

demand and energy impacts of the EnergyWiseTM program.

Navigant is continuing a multi-year program evaluation plan for PEC’s EnergyWiseTM program that was

begun by another third party consultant, KEMA, including all relevant impact and process evaluation

services required to support continued program planning and implementation.

Base services to be performed through June 2012 include:

Collection of program data

Process evaluation interviews

Verification of measures and persistence through on-site visits

Collection of interval data

Program database review

Benchmarking research

Data analysis

Reporting

The total budget for EnergyWiseTM M&V activities for the rate period is $328,998.


Page 10

Provision (h)(1)(ii)c - Continued

CIG Demand Response Program

PEC has contracted with independent, third-party consultant, Navigant Consulting, to provide

appropriate M&V support, including the development and implementation of an evaluation plan

designed to measure the demand and energy impacts of the CIG Demand Response program.

Navigant is performing annual program evaluations for Progress Energy Carolinas’ CIG Demand

Response program, including all relevant impact and process evaluation services required to support

program planning and implementation.

Base M&V services to be performed through June 2012 include:




Market research for DR benchmarking study


Data analysis

Reporting

The total budget for CIG Demand Response M&V activities for the rate period is $120,835.

Energy Efficiency Portfolio



designed to measure the demand and energy impacts of the energy efficiency portfolio.

Navigant is performing annual program evaluations for Progress Energy Carolinas’ energy efficiency

portfolio, including all relevant impact and process evaluation services required to support program

planning and implementation.

Neighborhood Energy Saver Program, Residential Lighting Program, Appliance Recycling Program, Home

Advantage Program, Home Energy Improvement Program, Residential Energy Efficient Benchmarking

Program, and Energy Efficiency for Business Program (CIG EE) are the programs that make up the energy

efficiency portfolio.


Page 11

Provision (h)(1)(ii)c - Continued

Base M&V services to be performed through June 2012 for all energy efficiency portfolio programs

include:

Development of evaluation action plan





Data analysis

Reporting

Rate period budget for EE portfolio M&V activities is summarized in the following table

Program Rate Period Budget

Neighborhood Energy Saver $ 115,248

Residential Lighting 209,919

Appliance Recycling 96,753

Home Advantage 136,750

Home Energy Improvement 124,421

Energy Efficiency for Business 443,750


Page 12

Provision (h)(1)(ii)d - Expected summer and winter peak demand reductions (h) Filing Requirements and Procedure.


d. total expected summer and winter peak demand reduction per appropriate capacity, energy, and measure unit metric and in the aggregate;

The following tables provide estimated summer and winter cumulative peak demand reductions, at the

meter, for the measures in which the Company is seeking cost recovery1. The reductions are provided

by measure and in aggregate.

Expected Summer Peak Demand Reduction (MW)

CIG DR

Energy WiseTM

DSDR Res Home Advantage

Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-marki

CIG Energy

Efficiency

CFL Pilot Total

2011 23.7 93.5 108.0 2.2 12.6 1.4 14.3 1.7 2.6 20.2 0.6 280.8

2012 37.7 133.5 241.0 4.2 18.4 2.0 20.6 3.5 2.6 31.2 0.6 495.3

2013 51.8 170.6 248.8 7.1 24.8 2.7 25.7 5.5 2.1 43.4 0.6 583.1

2014 65.8 207.7 257.4 10.6 31.8 3.3 29.8 7.9 2.6 56.3 0.6 673.8

Expected Winter Peak Demand Reduction (MW)2

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2011 - 5.3 - - - - - - - - 0.7 6.0

2012 - 7.4 - - - - - - - - 0.7 8.1

2013 - 9.5 - - - - - - - - 0.7 10.2

2014 - 11.7 - - - - - - - - 0.7 12.4

1 Values associated with PEC’s Residential Solar Hot Water Heating Program will be supplied upon completion of

measurement and verification process. 2 With the exception of PEC’s EnergyWise

TM program, PEC’s DSM/EE measures are focused on its summer peak.

The winter peak reductions associated with PEC’s measures, including those from the EnergyWiseTM program, will be determined through the measurement and verification (M&V) process. The Company’s CFL Pilot benefits are based on M&V results.


Page 13

Provision (h)(1)(ii)e - Expected energy reductions (h) Filing Requirements and Procedure.


e. total expected energy reduction in the aggregate and per appropriate capacity, energy and measure unit metric

The following table provides estimated cumulative energy reductions, at the meter, for the measures in

which the Company is seeking cost recovery1. The reductions are provided both by measure and in

aggregate.

Expected Energy Reductions (MWH)

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2011 317 333 30,275 6,242 13,11 9,119 150,739 10,334 14,400 89,806 6,706 331,782

2012 570 626 54,931 11,426 20,520 13,295 217,774 18,210 14,400 134,983 6,706 493,441

2013 823 834 56,082 19,174 28,229 17,471 271,402 27,582 11,520 185,200 6,706 625,023

2014 1,076 1236 57,194 28,303 36,710 21,647 314,304 38,528 14,400 238,200 6,706 758,304


measurement and verification process.


Page 14

Provision (h)(1)(ii)f - Actual test period costs (h) Filing Requirements and Procedure.


f. total expenses for the test period in the aggregate and broken down by type of expenditure per appropriate capacity, energy and measure unit metric and the proposed jurisdictional allocation factors

For purposes of cost recovery through the DSM/EE rider, the Company’s actual expenditures for the test

period, April 1, 2010 through March 31, 2011, have been broken down by type of expenditure and are

provided in the following table:

O&M1 DSDR Implementation2 Residential Low Income-NES3 Residential Lighting4 Residential EE Benchmark5 Solar Hot Water Heating Pilot6

1 The listed O&M expenses will be recovered through the DSM/EE Rider over a ten-year period except where otherwise indicated.

2 The DSDR program does not include Program Performance Incentives (PPI). While amounts for net lost revenues are applicable, PPI amounts are not.

3 The Residential Low Income Program does not include amounts for PPI. While amounts for net lost revenues are applicable, PPI amounts are not being requested by the Company.

4 O&M expenses for the Residential Lighting Program will be recovered through the DSM/EE Rider over a five-year period.

5 O&M expenses for the Residential EE Benchmark Program are not subject to deferral.

6 PPI and net lost revenue recoveries were not requested by the Company for its Residential Solar Hot Water Heating Pilot Program.

Program / Measure O&M1 Depreciation Capital Costs

Income and General

Taxes

PPI and Net Lost

Revenue

Total Costs and

Incentives

CIG DR 1,121,491 73,255 1,194,746

EnergyWise TM 9,823,194 644,651 10,467,845

DSDR Implementation2

5,604,286 3,640,784 5,606,514 2,451,957 - 17,303,541

Res Home Advantage 1,264,293 191,573 1,455,866


Res identia l Low Income-NES3

1,995,828 223,989 2,219,817

Res identia l Lighting4 6,658,289 4,074,060 10,732,349

Res Appl iance Recycl ing 1,386,515 177,815 1,564,330

Res identia l EE Benchmark5 151,263 - 151,263

Solar Hot Water Heating Pi lot6

198,756 - 198,756


CFL Pi lot - 238,082 238,082

Program Subtotals 43,919,129 3,640,784 5,606,514 2,451,957 9,075,038 64,693,422

2,473,486

3,951,986

71,118,894 Expenditure Totals


Recoverable Expenditures (System Retai l )





Page 15

Provision (h)(1)(ii)f – Continued For purposes of cost recovery through the South Carolina DSM/EE rider, the Company’s actual expenses

for the test period, April 1, 2010 through March 31, 2011, have been broken down for South Carolina

jurisdictional retail customers by type of expenditure and are provided in the following table:

O&M1DSDR Implementation2 Residential Low Income-NES3 Residential Lighting4 Residential EE Benchmark5 Solar Hot Water Heating Pilot6

1 The listed O&M expenses will be recovered through the DSM/EE Rider over a ten-year period except where otherwise indicated.

2 The DSDR program does not include Program Performance Incentives (PPI). While amounts for net lost revenues are applicable, PPI amounts are not.

3 The Residential Low Income Program does not include amounts for PPI. While amounts for net lost revenues are applicable, PPI amounts are not being requested by the Company.

4 O&M expenses for the Residential Lighting Program will be recovered through the DSM/EE Rider over a five-year period

5 O&M expenses for the Residential EE Benchmark Program are not subject to deferral.

6 PPI and net lost revenue recoveries were not requested by the Company for its Residential Solar Hot Water Heating Pilot Program.

Program / Measure O&M1 Depreciation Capital Costs

Income and General

Taxes

PPI and Net Lost

Revenue

Total Costs and

Incentives

CIG DR 158,098 9,897 167,995

EnergyWise TM 1,384,322 87,092 1,471,414

DSDR Implementation2

793,881 515,874 794,279 397,116 - 2,501,150

Res Home Advantage 184,768 27,721 212,489


Res identia l Low Income-NES3

294,637 32,411 327,048

Res identia l Lighting4 970,544 589,516 1,560,060

Res Appl iance Recycl ing 202,421 25,730 228,151

Res identia l EE Benchmark5 22,114 - 22,114

Solar Hot Water Heating Pi lot6

29,055 - 29,055

CIG Energy Efficiency 1,074,827 437,535 1,512,362

CFL Pi lot - 34,450 34,450

Program Subtotals 6,337,072 515,874 794,279 397,116 1,306,266 9,350,607

357,060

617,739

10,325,406

Recoverable Expenditures (South Carol ina Retai l )




Expenditure Totals



Page 16

Provision (h)(1)(ii)f – Continued

The following table provides the program costs, excluding Program Performance Incentives and the

recovery of net lost revenues, per appropriate capacity, energy and measure unit metric, over the

various program lives. It is important to note that unitized costs will vary from year to year and should

be viewed over program lives. Program cost estimates over the life of the program were supplied with

the Company’s original program applications.

Program / Measure System Costs DSM Costs / (MW

x Years) 1

EE Costs / (MWH x

Years) 2

Demand-Side Management Programs (Calculated on EOY 2010 MW Capabilities - at the meter)

CIG DR $ 1,121,491 $ 4,793 NA

EnergyWiseTM

9,823,194 5,806 NA

DSDR Implementation 17,303,541 6,071 NA

Energy Efficiency Programs (Calculated Using Incremental Calendar 2010 MWH Savings - at the meter)

Res Home Advantage $ 1,264,293 NA $31

Res Home Energy Improvement 8,366,821 NA $92

Residential Low Income-NES 1,995,828 NA $47

Residential Lighting 6,658,289 NA $12

Res Appliance Recycling 1,386,515 NA $34

Residential EE Benchmark3 151,263 NA NA

Solar Hot Water Heating Pilot4 198,756 NA NA

CIG Energy Efficiency 7,348,393 NA $6

CFL Pilot NA NA NA

The Company’s proposed jurisdictional allocation factors for the test period, April 1, 2010 through

March 31, 2011, are provided in attached Appendix B.

1 DSM programs statistics, by their nature, do not reflect energy related savings.

2 EE program statistics, by their nature, do not reflect capacity related savings.

3 Amounts reflect developmental expenditures – rollout to commence during rate period.

4 Solar Water Heating Program statistics will be determined through subsequent M&V evaluation.


Page 17

Provision (h)(1)(ii)g – Test period costs associated with measures



g. total costs that PEC incurred for the test period as a direct result of the measure in the aggregate and broken down by type of cost per appropriate capacity, energy and measure unit metric, and the proposed jurisdictional allocation factors, as well as any changes in the estimated future amounts since last filed with the Commission;

The total costs that PEC incurred for the test period as a direct result of the measure in the aggregate

and broken down by type of cost per appropriate capacity, energy and measure unit metric are provided

in the table on the preceding page. A further breakdown of unit metrics associated with test period

activity is provided on attached Appendix C. PEC’s proposed jurisdictional allocation factors have been

provided on attached Appendix B. In terms of variations in estimated future amounts, PEC is currently

unaware of any material differences associated with its offerings.


Page 18

Provision (h)(1)(ii)h - Measurement and verification activities for test period



h. a description of, the results of, and the costs of all measurement and verification activities conducted in the test period;

Demand Side Management Portfolio

DSDR

Measurement and verification for the Smart Grid – DSDR Program will be determined by utilizing

recorded data obtained from PEC’s System Energy Control and Distribution Control Centers. This data

analysis will not be performed by a third party; therefore there will be no third-party incremental costs

expended to perform anticipated measurement and verification activities during the forecast period.

EnergyWiseTM

PEC contracted with independent, third-party consultant, KEMA, to provide the appropriate M&V

support, including the development and implementation of an evaluation plan designed to measure the

demand and energy impacts of the EnergyWiseTM program.

KEMA conducted the initial phase of a multi-year program evaluation plan for Progress Energy Carolinas’

EnergyWiseTM program, including all relevant impact and process evaluation services required to support

continued program planning and implementation.

Preliminary M&V results for the 2009 Summer and 2009/2010 Winter are contained in the M&V report,

dated December 28, 2010 and filed with the Commission on December 30, 2010.

Base M&V services performed through March 2011 include:

Process evaluation surveys and interviews

End-use interval amperage metering

Communications equipment inspections

Confirmation of signal receipt

Estimation of a normal-use load model

Estimation of over-ride rates

Estimation of control success rate

Actual and projected program impacts

Total cost of EnergyWiseTM M&V activities for the test period through March 2011 was $285,128.


Page 19

Provision (h)(1)(ii)h – Continued

CIG Demand Response Program

PEC has contracted with independent, third-party consultant, Navigant Consulting, to provide the


designed to measure the demand and energy impacts of the CIG Demand Response program.

Navigant is currently performing a complete program evaluation for PEC’s CIG Demand Response

program, including all relevant impact and process evaluation services required to support program






Market research for DR benchmarking study

Total cost of CIG Demand Response M&V activities for the test period through March 2011 was $38,032.

Energy Efficiency Portfolio



designed to measure the demand and energy impacts of the energy efficiency portfolio.

Navigant is performing annual program evaluations for Progress Energy Carolinas’ energy efficiency

portfolio, including all relevant impact and process evaluation services required to support program


Neighborhood Energy Saver Program Base M&V services performed through March 2011 include:




Secondary research of ongoing reviewing results of recent existing homes programs

Total cost of Neighborhood Energy Saver M&V activities for the test period through March 2011 was

$38,990.


Page 20

Provision (h)(1)(ii)h – Continued Residential Lighting Program Base M&V services performed through March 2011 include:




Total cost of Residential Lighting Program M&V activities for the test period through March 2011 was

$50,003.

Appliance Recycling Program





Perform evaluation requests of NCUC

Total cost of Appliance Recycling Program M&V activities for the test period through March 2011 was

$15,218.

Home Advantage Program






Data analysis

Total cost of Home Advantage M&V activities for the test period through March 2011 was $62,020.


Page 21

Provision (h)(1)(ii)h – Continued

Home Energy Improvement Program







Data analysis

Reporting

M&V results for the year 2009 are contained in the Home Energy Improvement EM&V report dated

April 11, 2011 and filed with Commission on April 25, 2011.

Total cost of Home Energy Improvement M&V activities for the test period through March 2011 was

$217,577.

Energy Efficiency for Business Program (CIG EE)







Data analysis

Reporting

Total cost of Energy Efficiency for Business Program M&V activities for the test period through March

2011 was $323,353.


Page 22

Provision (h)(1)(ii)i - Test period summer and winter peak demand reductions



i. total summer and winter peak demand reduction per appropriate capacity, energy, and measure unit metric and in the aggregate, as well as any changes in estimated future amounts;

The information associated with this section has been supplied as a part of Provision (h)(1)(ii)m.


Page 23

Provision (h)(1)(ii)j - Test period energy reductions (h) Filing Requirements and Procedure.


j. total energy reduction in the aggregate and per appropriate capacity, energy and measure unit metric, as well as any changes in the estimated future amounts since last filed with the Commission;

The information associated with this section has been supplied as a part of Provision (h)(1)(ii)m and

within attached Appendix C.


Page 24

Provision (h)(1)(ii)k - Test period findings and results of measures



k. a discussion of the findings and the results of the program or measure;

Neighborhood Energy Saver

The Neighborhood Energy Saver (NES) Program was launched in October 2009 to provide

education and energy conservation measures to encourage the reduction of energy

consumption in low-income homes. A comprehensive package of energy conservation

measures is installed in the homes of low-income families to assist them in reducing their overall

energy use and household energy costs. The Program has served 4,901 participants since April

2010. The program has experienced greater than expected program participation within each

targeted neighborhood with over 85% of solicited eligible residents choosing to participate and

receive program services.

Participation success can be attributed to the efforts made in advance to disseminate

information about the program to residents, working with the local community leaders and

advocacy groups, and the work of the installer teams to ensure every resident’s home has been

contacted.

Home Advantage Program

The Home Advantage Program was launched in January 2009 to encourage home builders and

residential developers to build to ENERGY STAR standards and to install HVAC systems with

greater efficiency ratings than the applicable building code requirements. While participation

was nominal in 2009 partially as a result of the recession and the distressed housing industry,

participation levels rebounded in 2010. For 2010, with 2,203 ENERGY STAR homes built. Of

those, 949 (43%) were Home Advantage homes.

Residential Lighting Program

The Residential Lighting Program was launched in January of 2010. This program utilizes

Compact Fluorescent Light (CFL) bulb manufacturers and retailers to offer PEC customers

discounts at the register when purchasing CFLs. Participation levels for the first twelve months

of the program were higher than originally forecasted. This can be attributed to high customer

interest, low socket penetration of CFLs in the PEC territory and effective promotion of this

program in the marketplace. As the industry moves in the coming years to offer products that

meet new efficiency standards, PEC will evaluate and modify the Residential Lighting Program as

necessary to continue to encourage customer adoption of energy efficient lighting. Continued


Page 25

Provision (h)(1)(ii)k – Continued

customer education will also be imperative to ensure customers are purchasing the right bulb

for the application in order to obtain high satisfaction with this product.

Appliance Recycling Program

The Appliance Recycling Program was launched in mid-April of 2010. Participation levels for the

first year of the program are in line with Program expectations (projected 7,439 units, recycled

8,150 units).

Overall program success can be attributed to customer interest in energy efficiency, PEC’s

rebates, and customer acceptance and appreciation of the environmental benefits associated

with appliance recycling.

Solar Water Heating Pilot Program

The Solar Water Heating Pilot Program launched in June 2009. The purpose of the program is to

determine and validate achievable energy savings associated with residential solar water

heating technologies. A challenge has been that enrollment in the program has been slower

than expected. Monitoring equipment has been installed and captured winter data, and

summer data will be captured in the next few months. A final report is expected to be released

in late summer of 2011.

Home Energy Improvement Program

The Home Energy Improvement Program was launched in July of 2009. The purpose of this

program is to offer customers a variety of energy conservation measures designed to increase

energy efficiency in existing residential dwellings. The program utilizes a network of over 800

prequalified contractors that customers can use to install energy efficiency measures.

Participation levels since the launch of the program are higher than originally forecasted. The

overall program success can be attributed to higher customer interest in energy efficiency,

customers capitalizing on the 2010 federal tax credits in conjunction with PEC’s rebates, and

promotion of the program by contractors. Promotion of the program includes consumer and

contractor program flyers, direct mail, bill inserts, email blasts, trade shows to consumers and

contractor collateral to support the contractor network. The current economy will likely

continue to have a negative impact on program participation due to less disposable income and

the reduction in the 2011 federal tax credit incentive, which makes it harder to justify energy

efficiency improvements with longer term paybacks.

While initial participation rates have exceeded forecasts, measurement and verification (M&V)

studies have indicated that many of the original deemed measure savings were over-stated. As

a result, the verified MWH savings from these measures resulted in lower than anticipated

savings during the test period.


Page 26


Energy Efficiency for Business (EEB) Program

The Energy Efficiency for Business (EEB) program, CIG EE, promotes energy efficient

construction and retrofit in Progress Energy’s commercial, industrial, and governmental

markets. In its second full year of operation, the program again exceeded expectations and

savings targets. While large customer interest in the EEB program has shown signs of

dampening due to a significant increase in the Rider cost during 2010,PEC has seen strong

participation from K-12 schools and community colleges, especially in the retrofit portion of the

program. The economy continued to serve as an impediment to customers constructing new

buildings, which directly limited participation and the disbursement of new construction and

technical assistance dollars. Lighting was the primary program impact driver in 2010. EEB’s

technical assistance incentives continued to enable customers looking to implement efficiency

projects. The vast majority of customers who have applied for technical assistance have

subsequently implemented energy efficiency projects.

Though large customer participation has waned somewhat, the additional MWh savings in 2010

can be attributed to their choice to opt-in to EEB. PEC has decreased its projected EEB MWh

savings contribution going forward from 2012 based on the expectation of a continued negative

impact due to the rising DSM/EE rider. During program development, there was considerable

uncertainty regarding how the rider may affect program participation over time. After two full

years of program performance, PEC now has a better sense of the negative impact an increasing

rider poses to EEB program.

Residential Load Control Program (EnergyWiseTM)

The summer program (air conditioning load control) has experienced a participation level for the

test period that has been slightly above the Company’s expectationsThe primary form of

enrollment continues to be through business reply cards, which has constituted 71% of all

enrollments. The remainder of enrollments has been through inbound telephone calls at 18%

and through online web enrollments at 11%. The summer program was activated four times

during the test period in response to system reliability alerts and Level 2 alerts under PEC’s

General Load Reduction Plan (GLRP).

Participation levels for the winter program (load control of water heating and auxiliary heat

strips on central electric heat pumps in PEC’s western region) during the test period has been

below the Company’s expectations. Though the winter program is small at approximately 3 MW,

it was activated three times during the test period for testing and response to system reliability

alerts under the PEC GLRP.


Page 27


CIG DR (Demand Response Automation)

Participation in the Demand Response Automation (DRA) program has been slightly below the

Company’s expectations. Nine customers and 32 customer sites were enrolled in the program

during the test period, accounting for approximately 10 MW of contracted curtailable demand.

All customer interest in the program thus far has been from opt-out eligible customers. The

opt-out clause and DSM/EE rider requirement continues to be a market barrier to customer

participation. A new and more significant barrier was introduced in spring of 2010 with the

EPA’s National Emissions Standards for Hazardous Air Pollutants (NESHAP) ruling on existing

emergency generators. This recent ruling limits existing emergency backup generators,

manufactured on or before 2006, to 15 hours of operation in electric demand response

programs. Participation in DRA can range from a minimum of 18 to a maximum of 80 hours of

operation, thus classifying a participating generator as “non-emergency”. This imposes more

stringent air quality requirements, additional cost, and an administrative burden on potential

participants. The industry generally agrees that the 15 hour limitation within the EPA rule is too

short. PEC is currently collaborating with EEI, third-party aggregators, and other utilities to

provide comment and influence future EPA rulemakings. The objective is to revise the rule such

that hours of operation for an existing generator on a demand response program is 60 hours.

Approximately 65% of the MW’s enrolled in the program have come from customers that can

backup their curtailable demand with standby generation. The remaining committed load is

straight curtailment, typically from shutdown of processes from participating industrial

customers. The program was activated four times during the test period in response to system

reliability alerts and Level 2 alerts under the PEC General Load Reduction Plan (GLRP)

DSDR

During the twelve month period ending March 31, 2011, DSDR was not activated except for

testing. The full potential of DSDR activations will be realized when its DMS capabilities are up

and running later next year. The expected peak demand reductions and MWh savings for DSDR

have changed somewhat due to revisions in the implementation schedule for feeder

conditioning, delays in the implementation schedule for DMS, as well as changes in the expected

line loss savings resulting from changes in the feeder conditioning design requirements.


Page 28

Provision (h)(1)(ii)l - Evaluation of event based measure during test period



l. evaluations of event-based programs including the date, weather conditions, event trigger, number of customers notified and number of customers enrolled;

DSDR

During the twelve month period ending March 31, 2011, DSDR was not activated except for

testing. The full potential of DSDR activations will be realized when its DMS capabilities are up

and running later next year.

Residential Load Control Program (EnergyWiseTM)

The following table provides information on load control occurrences associated with PEC’s

EnergyWiseTM program covering the twelve month period ending March 31, 2011:

Date Weather

Conditions Event Trigger1 Control Mode

Switches Activated

Number of Customers Controlled

Number of Customers

Enrolled

May-06-10 90.1° F GLRP System Reliability Alert AC Units 24,135 20,555 AC - 21,994

Jun-24-10 96.0° F GLRP Reliability Level 2 AC Units 30,984 26,400 AC - 26,400

Jul-07-10 100.1° F GLRP System Reliability Alert AC Units 32,434 27,662 AC - 27,662

Aug-11-10 97.1° F GLRP System Reliability Alert AC Units 36,876 31,597 AC - 31,597

Dec-14-10 15.0° F GLRP System Reliability Alert Water Heaters

2,096 2,051 WH - 2,051

Dec-15-10 15.0° F GLRP System Reliability Alert Water Heaters

2,105 2,052 WH - 2,052

Dec-15-10 15.0° F GLRP System Reliability Alert Strip Heat

1,409 1,258 HT - 1,258

Jan-14-11 8.0° F Testing Water Heaters

2,205 2,205 WH - 2,205

Jan-14-11 8.0° F Testing Strip Heat

1,479 1,327 HT - 1,327

1 GLRP - General Load Reduction Plan


Page 29

Provision (h)(1)(ii)l – Continued

CIG DR (Demand Response Automation)

The following table provides information on load control occurrences associated with PEC’s CIG

Demand Response Automation program covering the twelve month period ending March 31,

2011:

Date Weather

Conditions Event Trigger1 Control Mode

Points of Delivery

Controlled

Number of Customers Controlled

Number of Customers

Enrolled

Jun-24-10 96.0° F GLRP Reliability Level 2 NA 18 6 6

Jul-07-10 100.1° F GLRP System Reliability Alert NA 23 6 6

Aug-11-10 97.1° F GLRP System Reliability Alert NA 25 6 6

Dec-15-10 15.0° F GLRP System Reliability Alert NA 9 2 6

1 GLRP - General Load Reduction Plan


Page 30

Provision (h)(1)(ii)m – Comparison of impact estimates



m. a comparison of impact estimates presented in the measure application from the previous year, those used in reporting for previous measure years, and an explanation of significant differences in the impacts reported and those previously found or used;

The Company’s current impact estimate of capacity savings, estimated savings used in its previous report, and their differences, expressed in megawatts at the meter, are provided in the following tables. Explanations of variances are provided in Provision(h)(1)(ii)k:

Forecasted Summer Capacity Values from Docket No. 2010-161-E

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 9.1 50.0 99.3 0.7 7.6 0.7 5.4 0.4 NA 10.5 0.6 184.3

2011 29.6 87.5 131.0 1.5 11.2 1.4 11.4 1.2 NA 20.4 0.6 295.8

2012 45.1 125.0 241.0 2.7 14.9 2.0 11.4 2.2 NA 34.2 0.6 479.1

2013 50.1 155.4 249.2 4.6 19.1 2.7 11.4 3.4 NA 51.5 0.6 548.0

Actual and Anticipated Summer Capacity Values1

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 7.8 53.4 95.0 1.0 7.3 0.7 7.3 0.5 - 9.7 0.6 183.3

2011 23.7 93.5 108.0 2.2 12.6 1.4 14.3 1.7 2.6 20.2 0.6 280.8

2012 37.7 133.5 241.0 4.2 18.4 2.0 20.6 3.5 2.6 31.2 0.6 495.3

2013 51.8 170.6 248.8 7.1 24.8 2.7 25.7 5.5 2.1 43.4 0.6 583.1

Differences Between Previous and Updated Summer Capacity Values

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 (1.3) 3.4 (4.3) 0.3 (0.3) - 1.9 0.1 - (0.8) - (1.0)

2011 (5.9) 6.0 (23.0) 0.7 1.4 - 2.9 0.5 2.6 (0.2) - (15.0)

2012 (7.4) 8.5 - 1.5 3.5 - 9.2 1.3 2.6 (3.0) - 16.2

2013 1.7 15.2 (0.4) 2.5 5.7 - 14.3 2.1 2.1 (8.1) - 35.1




Page 31

Provision (h)(1)(ii)m - Continued

Forecasted Winter Capacity Values from Docket No. 2010-161-E

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 - 2.8 - - - - - - NA - 0.7 3.5

2011 - 8.8 - - - - - - NA - 0.7 9.5

2012 - 17.9 - - - - - - NA - 0.7 18.6

2013 - 21.6 - - - - - - NA - 0.7 22.3

Actual and Anticipated Winter Capacity Values

1

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 - 3.0 - - - - - - - - 0.7 3.7

2011 - 5.1 - - - - - - - - 0.7 5.8

2012 - 7.4 - - - - - - - - 0.7 8

2013 - 9.5 - - - - - - - - 0.7 10.1

Differences Between Previous and Updated Winter Capacity Values

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 - 0.2 - - - - - - - - - 0.2

2011 - (3.5) - - - - - - - - - (3.7)

2012 - (10.5) - - - - - - - - - (10.6)

2013 - (12.1) - - - - - - - - - (12.2)




Page 32

Provision (h)(1)(ii)m - Continued

The Company’s current impact estimate of energy savings, estimated savings used in its previous report, expressed in megawatt hours at the meter, and their differences are provided in the following tables.

Forecasted Energy Values from Docket No. 2010-161-E

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 99 79 21,245 2,072 10,107 4,700 57,283 3,459 NA 42,269 6,706 148,019

2011 562 249 29,568 4,615 15,087 8,876 125,046 10,491 NA 82,406 6,706 283,606

2012 1,320 506 54,327 8,744 20,247 13,052 125,046 19,085 NA 138,050 6,706 387,083

2013 2,204 850 55,689 14,915 25,647 17,228 125,046 29,311 NA 207,919 6,706 485,515

Actual and Anticipated Energy Values

1

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 93 149 14,787 2,817 7,530 4,861 76,552 4,026 - 46,320 6,706 163,841

2011 317 333 30,275 6,242 13,511 9,119 150,739 10,334 14,400 89,806 6,706 331,781

2012 570 626 54,931 11,426 20,520 13,295 217,774 18,210 14,400 134,983 6,706 493,440

2013 823 834 56,082 19,174 28,229 17,471 271,402 27,582 11,520 185,200 6,706 625,021

Differences Between Previous and Updated Energy Values

CIG DR

Energy WiseTM


Residential HEIP

Res Low Income

Res Lighting

Res Appl. Recycling

Res EE Bench-mark

CIG Energy

Efficiency

CFL Pilot Total

2010 (6) 70 (6,458) 745 (2,577) 161 19,269 567 - 4,051 - 15,822

2011 (245) 84 707 1,627 (1,576) 243 25,693 (157) 14,400 7,400 - 48,175

2012 (750) 120 604 2,682 273 243 92,728 (875) 14,400 (3,067) - 106,357

2013 (1,381) (16) 393 4,259 2,582 243 146,356 (1,729) 11,520 (22,719) - 139,506

1 Values associated with PEC’s Residential Solar Hot Water Heating Program will be supplied upon completion of measurement and verification process.


Page 33

Provision (h)(1)(ii)n – Determination of utility incentives (h) Filing Requirements and Procedure.


n. a detailed explanation of the calculation of the PPI, the actual calculation of the proposed PPI, and the proposed method of providing for their recovery and true-up through the annual rider;

The Company is requesting recovery of (1) net lost revenues, and (2) program performance incentives to create future benefits based on achieved savings from Demand-Side Management (DSM) and Energy Efficiency (EE) programs. The cost recovery mechanism is based upon the Settlement Agreement as approved by the Commission in Docket No. 2008-251-E, and has been summarized below. The specific calculations associated with these amounts are included as a part of the Company’s supporting workpapers.

A. Net Lost Revenues

Net lost revenues are determined by multiplying lost sales by a net lost revenue rate. Net Lost Revenues = Lost Sales X Net Lost Revenue Rate

Lost Sales are those sales that do not occur by virtue of employing the DSM/EE measures. These values are initially based on estimates and subsequently confirmed through the measurement and verification (M&V) process. Net Lost Revenue Rate is the difference between the average retail rate applicable to the customer class impacted by the measure and (1) the related customer charge component of that rate, (2) the fuel component of the rate, and (3) the incremental variable O&M rate. When multiple customer classes are impacted by the DSM/EE measures, a weighted or system wide net lost revenue rate is employed. The recovery of net lost revenues applicable to a given vintage year shall be recovered through the DSM/EE rider only for the first 36 months after the installation of the measurement unit. Thereafter, recovery of Net Lost Revenues shall end.

B. Incentive to Create Future Benefits

DSM and EE Program Performance Incentives (PPI)

For DSM programs, the PPI to be recovered for a given measurement unit and vintage year shall be equal to 8% of the net present value of the DSM program savings based upon the Utility Cost Test (“UCT”). For EE programs, the PPI to be recovered for a given measurement unit and vintage year shall be equal to 13% of the net present value of the EE program savings based upon the UCT. The UCT is an industry standard test, which compares the costs incurred by a utility in offering a DSM/EE program to the benefits as measured by the costs avoided by the utility.


Page 34

Provision (h)(1)(ii)n - Continued

The PPI is converted into a stream of ten (10) levelized annual payments, accounting for and incorporating PEC's overall weighted average net-of tax rate of return approved in PEC's most recent general rate case as the appropriate discount rate.

Pursuant to the Docket No. 2008-251-E based Settlement Agreement, the amount of the PPI ultimately to be recovered for a given program or measure and vintage year shall be trued-up so that the PPI is based on the actual net savings derived from all measurement units specific to the program or measure.

South Carolina jurisdictional estimated lost sales quantities for the Company’s system are provided in the following table. They have been segmented into the recovery periods.

Program / Measure

Sales Loss For Purposes of Lost Revenue Calculation (kWh) – South Carolina

Test Period (4/1/10 through 3/31/11)

Rate Period (7/1/11 through 6/30/12)


CIG DR1 13,150 -

EnergyWise1 22,126 -

DSDR Implementation1 - -


Res Home Advantage 356,752 922,507

Res Home Energy Improve. 778,919 2,076,405

Residential Low Income-NES 555,037 1,346,240

Residential Lighting 8,780,589 22,112,340

Res Appliance Recycling 374,705 1,533,036

Residential EE Benchmark - 2,083,680

Solar Hot Water Heating Pilot - -

CIG Energy Efficiency 5,912,402 13,112,992

CFL Pilot 410,610 -

Total Reduction in Energy (kWh) 17,204,290 43,187,200

1 Net lost revenues for event based measures are based on actual events as opposed to estimated occurrences.


Page 35

Provision (h)(1)p(ii)n - Continued

The following table provides calculated South Carolina jurisdictional utility incentives for the Company’s test period (4/1/10 through 3/31/11). The PPI values encompass program results associated with program vintages 2009 and 2010.

Program / Measure Utility Incentives (South Carolina Only) – Test Period (4/1/10 through 3/31/11)

Net Lost Revenue DSM PPI EE PPI Total Demand-Side Management Programs

CIG DR 684.31 9,212.18 - 9,896.49

EnergyWise 1,292.03 85,800.33 - 87,092.36

DSDR Implementation - - - - Energy Efficiency Programs

Res Home Advantage 20,832.39 - 6,888.24 27,720.63

Res Home Energy Improve. 45,484.64 - 16,429.28 61,913.92

Residential Low Income-NES 32,411.15 - - 32,411.15

Residential Lighting 512,738.91 - 76,777.52 589,516.43

Res Appliance Recycling 21,880.74 - 3,849.61 25,729.79

Residential EE Benchmark - - - -

Solar Hot Water Heating Pilot - - - -

CIG Energy Efficiency 307,763.54 - 129,771.15 437,534.69

CFL Pilot 23,977.40 - 10,473.00 34,450.40 Total Utility Incentives Including

Net Lost Revenue 967,065.35 95,012.51 244,188.24 1,306,266.10

The following table provides calculated South Carolina jurisdictional utility incentives for the Company’s rate period (7/1/10 through 6/30/11). The PPI values encompass program results associated with program vintages 2009, 2010 and estimates for 2011.

Program / Measure Utility Incentives (South Carolina Only) – Rate Period (7/1/11 through 6/30/12)

Net Lost Revenue DSM PPI EE PPI Total Demand-Side Management Programs

CIG DR - 27,992.44 - 27,992.44

EnergyWise - 148,231.74 - 148,231.74

DSDR Implementation - - - - Energy Efficiency Programs

Res Home Advantage 53,371.11 17,463.51 70,834.62

Res Home Energy Improve. 120,129.26 - 35,406.80 155,536.06

Residential Low Income-NES 77,885.99 - - 77,885.99

Residential Lighting 1,279,297.29 - 158,380.20 1,437,677.49

Res Appliance Recycling 88,692.94 - 9,971.15 98,664.09

Solar Hot Water Heating Pilot - - - -

Residential EE Benchmark 120,550.16 - 1,448.48 121,998.64

CIG Energy Efficiency 675,499.44 - 273,869.22 949,368.66

CFL Pilot - - 10,473.00 10,473.00 Total Utility Incentives Including

Net Lost Revenue 2,415,426.19 176,224.18 507,012.36 3,098,662.73


Page 36

Provision (h)(1)p(ii)n – Continued

As a result of the Company’s receipt of measurement and verification results associated with its Residential Home Energy Improvement Program (HEIP), it has reconciled PPI amounts recovered through its DSM/EE Rider with those based on verified results. The Company over collected PPI amounts equal to $7,469.84. This amount has been used to reduce the revenue requirement associated with its request. In addition, net lost revenues had been overstated by 243 MWH through the test period ending March 31, 2010. Net lost revenue related requirements for the current test period have been reduced by the prior overstatement. This recognition resulted in the equivalent of a $ 14,215 reduction in the test period revenue requirement. These adjustments, coupled with their prospective recognition, effectively finalize values associated with the 2009 vintage of PEC’s Residential Home Energy Improvement Program.

The Company’s proposed jurisdictional allocation factors for the test period, April 1, 2010 through March 31, 2011, and the rate period, July 1, 2011 through June 30, 2012 are provided in attached Appendix B.


Page 37

Provision (h)(1)(ii)o – Actual revenue from DSM/EE rider



o. Actual revenues produced by the DSM/EE rider during the test period and for all available months immediately preceding the rate period.

The following table provides DSM/ EE revenues billed from July 1, 2010 through March 31, 2011.

DSM/EE Rate Classification Amount

Residential Recoveries $ 3,633,332.88 General Service $ 3,525,646.50 Less: Opt-Out Credits 1,961,735.32

General Service Recoveries $ 1,563,911.18 Lighting $ 0.00 Less: Opt-Out Credits 0.00 Lighting Recoveries $ 0.00

Total DSM/EE Recoveries $ 5,197,244.06


Page 38

Provision (h)(1)(ii)p – Proposed DSM/EE rider (h) Filing Requirements and Procedure.


p. The requested DSM/EE rider and the basis for the rider;

Detailed information regarding the determination of the DSM/EE and DSM/EE EMF factors has been

provided as a part of the attached testimony of Robert P. Evans. The following table provides a

summary of the Company’s requested DSM/EE rates exclusive of gross receipts taxes (GRT) and South

Carolina Regulatory Fees.

Rate Class DSM /EE Rate

Residential 0.301¢/kWh

General Service 0.139¢/kWh

Lighting 0.000¢/kWh

The following table provides a summary of the Company’s requested DSM/EE rates including both GRT

and South Carolina Regulatory Fees.






Page 39

Provision (h)(1)(ii)q – Projected SC retail sales for customers opting out of measures (h) Filing Requirements and Procedure.


q. Projected South Carolina retail monthly kWh sales for the rate period for all industrial and large commercial accounts, in the aggregate, that are not assessed the rider charges.

Based on the current proportion of General Service sales associated customers who have “opted-out” of participation in PEC’s DSM/EE programs, PEC estimates that 2,283,226,881 kWh will not be subject to billing under its rider for the twelve month period ending June 30, 2012. A similar analysis estimated that there is another 2,942,406 kWh, associated with the lighting accounts of commercial and industrial customers who have elected to “opt-out”, that would not be subject to billing under its rider. The following table provides the Company’s estimate of South Carolina retail monthly kWh sales in the aggregate, that will not be assessed DSM/EE rider charges.

Estimated “Opt-Out” Sales from with Industrial, Large Commercial & Lighting Customers

Month Estimated kWh

Jul-11 213,913,669

Aug-11 204,569,702

Sep-11 202,886,525

Oct-11 198,473,665

Nov-11 217,387,712

Dec-11 142,903,796

Jan-12 213,416,083

Feb-12 177,492,033

Mar-12 138,025,092

Apr-12 197,324,994

May-12 175,544,914

Jun-12 204,231,102

Total 2,286,169,287


Page 40

Provision (h)(2) – Supporting workpapers (h) Filing Requirements and Procedure.

(2) PEC will file the information described in this procedure, accompanied by workpapers and direct testimony and exhibits of expert witnesses.

Workpapers and supporting documents have been attached to this document along with the testimony

and exhibits of Robert P. Evans providing details associated with the development of the Company’s

proposed DSM/EE rates.


Page 41

Appendix A: Non-Participating Customers

Non-Participant Non-Participating

Accounts

A V M INDUSTRIES 8

ABB POWER DISTRIBUTION INC 1

ADP TAX CREDIT SRVC INC 1

AGRIUM US INC 4

AHLSTROM NONWOVENS LLC 3

ANVIL KNITWEAR INC 2

ASSURANT SPECIALTY PROPERTY 1

BARRINGTON MYRTLE BEACH LLC 1

BECTON DICKINSON & CO 1

BEST BUY LP #826 1

BI-LO LLC 10

BLACKMON 1

BLUE CROSS/BLUE SHIELD OF SC 4

BVP HOLDING LLC 1

CALHOUN FARMS 4

CAROLINA CANNERS INC 7

CAROLINA FURNITURE 3

CAROLINA PINES REGIONAL MED 8

CAROLINAS HOSPITAL SYSTEM 8

CHARLES CRAFT INC 3

CHARLES INGRAM LUMBER CO INC 18

CHAR-WALT INC 2

CHERAW TOWN OF 1

CHESTERFIELD COUNTY SCHOOLS 10

CITI TRENDS INC 1

CITY OF FLORENCE 5

COKER COLLEGE 25

COMMANDR HEALTH CARE FACLT IN 1

CONBRACO INDUSTRIES INC 3

COOPER TOOLS, INC 1

CROWN CORK & SEAL USA INC 3

DARLINGTON CO SCHOOL DIST 2

DARLINGTON SHREDDING INC 1

DEROYAL INDUSTRIES INC 2

DILLON FURNITURE MFG CO INC 1


Page 42


Accounts

DILLON YARN CORPORATION 2

DIXIE PIPELINE COMPANY 1

DOMTAR PAPER CO LLC 1

E I DUPONT DE NEMOURS & CO 1

EATON CORPORATION 1

ENERSYS DELAWARE INC 3

EVANS 4

EZ PRODUCTS LLC 1

FIRESTONE BUILDING PRODUCTS 3

FLO DARL TECHNICAL COLLEGE 6

FLOCO FOODS INC 8

FLORENCE CO SCHOOL DIST #2 1

FOOD LION INC 18

FRANCO MFG CO INC 2

FRASIER TIRE SERVICE 1

FREEMAN MILLWORK CO 2

G E MEDICAL SYSTEM 1

G E MEDICAL SYSTEMS INC 1

GALEY & LORD LLC 3

GEORGIA PACIFIC LLC 3

H B D INDUSTRIES INC 1

HAIER AMERICA REFRIGERATORS 3

HARRIS TEETER INC 1

HARTSVILLE OIL MILL 3

HARVIN PACKING COMPANY INC 1

HENGST OF NORTH AMERICA INC 1

HIGHLAND INDUSTRIES INC 4

HODGES 1

HONORAGE NURSING HOME 1

INDUSTRIAL FABRICATORS 1

INTERNATIONAL PAPER CO 1

INVISTA S A R L 7

IRIX PHARMACEUTICALS 2

ITW ANGLEBOARD 2

J & M DYERS INC 2

J J HOSPITALITY LLC 3

JOHNSONVILLE CITY OF 1


Page 43


Accounts

JONES FOODS INC 1

KAYDON CORPORATION 2

KOPPERS CO INC 3

KOPPERS INDUSTRIES INC 2

LEE COUNTY SCHOOL DISTRICT 2

LEWIS MOLA LLC 1

LOCKAMY SCRAP METAL INC 4

MANNING CITY OF 1

MARION COUNTY MEDICAL CENTER 2

MARLEY ELECTRIC HEAT CO 1

MARSH LUMBER COMPANY 1

MARTEK BIOSC KINGSTREE CORP 1

MCCALL FARMS INC 4

MCLEOD MEDICAL CENTER 5

METHODIST MANOR 8

MORRELL MEMORIAL CONVAL CENTE 1

NATIONAL HEALTHCARE CORPORATION 1

NEIGHBORHOOD GROCER LLC 1

NORTHEASTERN TECHNICAL COLLEGE 3

NUCOR COLD FINISH 2

NUCOR STEEL 1

PACIFIC MDF PRODUCTS INC 1

PALMETTO BRICK CO 6

PALMETTO GROCER INC 1

PAPER STOCK DEALERS 1

PEACE TEXTILE AMERICA INC 1

PERDUE FARMS INC 3

PIGGLY WIGGLY 11

PILGRIMS PRIDE CORPORATION 3

POLAR COLD STORAGE INC 2

POLYQUEST INC 2

POSTON PACKING CO 2

PROTECTIVE PACKAGING INC 1

REXAM BEVERAGE CAN COMPANY 1

RIVERSIDE ELEC MOTORS 1

ROCHE CAROLINA 1

S & W MANUFACTURING CO 1


Page 44


Accounts

SANTEE PRINT WORKS INC 4

SCHAEFFLER GROUP USA INC 7

SCHOOL DIST OF GEORGETOWN CO 4

SHAW AFB 1

SHAW CES CEOEE 1

SLI LIGHTING CORPORATION 4

SMITH 2

SONOCO PRODUCTS CO 10

SONOCO PRODUCTS COMPANY 2

SOPAKCO PACKAGING INC 3

SOUTH ATLANTIC CANNERS INC 3

SOUTHERN GRAPHICS SYSTEMS INC 1

STANLEY TOOLS DIV OF 1

STEELFAB OF SC 1

SUMTER FOODS INC 1

SUMTER PACKAGING CORP 2

T B FOODS INC 1

TALLEY METALS TECHNOLOGY INC 10

THE BROTHERS OF NORTH CAROLINA 1

TREBOL USA LLC 4

TUOMEY HEALTHCARE SYSTEM 2

TUPPERWARE CO INT 1

TYCO HEALTHCARE GROUP LP 1

UNIFIRST CORPORTATION 1

UNIMIN CORPORATION 1

US AIR FORCE 3

VESUVIUS USA CORPORATION 2

VULCRAFT CORP 4

VULCRAFT DECK PLANT 1

VULCRAFT DIV NUCOR CORP 3

W LEE FLOWERS CO INC 1

WALLACES OLD FASH SKINS 1

WALMART STORES INC 10

WEYLCHEM US INC 2

WILLIAMSBURG REGIONAL HOSPITAL 2

YOUNG PECAN SHELLING CO 4

ZIMACS INCORPORATED 4


Page 45

Appendix B: Allocation Factors

Allocation Factors Applicable to Test Period:

Program / Measure - (April 2010) South Carolina

Demand-Side Management (DSM)

CIG DR 13.84%

EnergyWiseTM 13.84%

DSDR Implementation 13.84%

Energy Efficiency Programs (EE)

Res Home Advantage 14.94%

Res Home Energy Improve. 14.94%

Residential Low Income-NES 14.94%

Residential Lighting 14.94%

Res Appliance Recycling 14.94%

Residential EE Benchmarking 14.94%

Solar Hot Water Heating Pilot 14.94%

CIG Energy Efficiency 14.94%

CFL Pilot 14.94%

Program / Measure - (May 2010 through April 2011)

South Carolina


CIG DR 14.11%

EnergyWiseTM 14.11%



Res Home Advantage 14.59%

Res Home Energy Improve. 14.59%



Res Appliance Recycling 14.59%




CFL Pilot 14.59%


Page 46

Appendix B – Continued

Allocation Factors Applicable to the Rate Period:

Program / Measure - (May 2011 through June 2012)

South Carolina


CIG DR 13.51%

EnergyWiseTM 13.51%



Residential Home Advantage 14.47%

Residential Home Energy Improvement 14.47%



Residential Appliance Recycling 14.47%




CFL Pilot 14.47%


Page 47

Appendix C: Savings By Measure

No. of Premises

/ Measures kWh Savings kW Savings kWh Savings kW Savings

EnergyWiseTM

AC Direct Load Control 33,698 NA 40,862 NA 1.21

Water Heater Direct Load Control 1,975 NA 1,583 NA 0.80

HP Strip Heater Direct Load Control 1,234 NA 1,236 NA 1.00

EnergyWiseTM Total 36,906 NA 43,681 NA 1.18

CIG Demand Response 35 NA 11,606 NA 331.60

Residential Home Advantage

ENERGY STAR 1,458 2,624,400 806 1,800 0.55

Heat Pump 1,618 695,491 344 430 0.21

Central AC 214 11,869 5 55 0.02

Geothermal Heat Pump 36 5,643 5 157 0.13

Residential Home Advantage Total 3,326 3,337,403 1,159 1,003 0.35

Residential Home Energy Improvement

ASHP HVAC Replacement 8,271 1,086,123 1,911 131 0.23

Furnace/AC HVAC Replacement 3,137 510,877 796 163 0.25

Geothermal HVAC Replacement 147 191,786 76 1,305 0.52

Duct Testing/Repair 4,100 209,326 331 51 0.08

HVAC Level I Tune Up 10,652 562,426 28,253 53 0.05

Insulation/Air Sealing 761 647,483 229 851 0.30

Window Replacement 3,838 890,877 1,402 232 0.37

HVAC Level 2 Tune Up 208 63,898 55 307 0.26

Residential HEIP Total 31,114 4,162,795 33,054 134 1.06 < Amounts reflect M&V adjusted results

Residential Low Income - NES 4,360 1,765,808 270 405 0.06

Residential Lighting Program 3,853,459 83,602,791 7,916 22 0.00

Residential Appliance Recycling 8,139 5,034,845 586 619 0.07

CIG Energy Efficiency

Prescriptive Lighting 338 24,807,102 6,208 73,394 18.37

Prescriptive HVAC 43 1,032,011 283 24,000 6.57

Prescriptive Refrigeration 9 440,825 18 48,981 1.95

Custom Measure 115 10,830,514 744 94,178 6.47

Technical Assistance 23 NA NA NA NA

CIG Energy Efficiency Total 528 37,110,452 7,252 70,285 13.74

Residential Solar Water Heating Pilot 69 14,377 14 208 0.20

Annualized Values Avg per Premise/Measure

1

SOUTH CAROLINA UTILITIES COMMISSION

DOCKET NO. 2011-_____-E

DIRECT TESTIMONY OF ROBERT P. EVANS

ON BEHALF OF CAROLINA POWER & LIGHT COMPANY

D/B/A/ PROGRESS ENERGY CAROLINAS, INC.

Q. PLEASE STATE YOUR NAME, YOUR BUSINESS ADDRESS AND POSITION 1

WITH PROGRESS ENERGY CAROLINAS, INC.. 2

A. My name is Robert P. Evans and my business address is 100 E. Davie Street, Post Office 3

Box 1551, Raleigh, North Carolina 27602. I am employed by Progress Energy Carolinas, 4

Inc. (“PEC”) as a Lead DSM Regulatory Specialist in the Company’s Efficiency and 5

Innovative Technologies Department. 6

Q. PLEASE BRIEFLY STATE YOUR EDUCATIONAL BACKGROUND AND 7

EXPERIENCE. 8

A. I graduated from Iowa State University ("ISU") in 1978 with a Bachelor of Science Degree 9

in Industrial Administration and a minor in Industrial Engineering. As a part of my 10

undergraduate work, I participated in both the graduate level Regulatory Studies Programs 11

sponsored by American Telephone and Telegraph Corporation and graduate level study 12

programs in Engineering Economics. Subsequent to my graduation from ISU I received 13

additional Engineering Economics training at the Colorado School of Mines, completed the 14

NARUC Regulatory Studies program at Michigan State, and completed the Advanced 15

AGA Ratemaking program at the University of Maryland. Upon graduation from ISU, I 16

joined the Iowa State Commerce Commission, now known as the Iowa Utility Board 17

2

("IUB"), in the Rates and Tariffs Section of the Utilities Division. During my tenure with 1

the IUB, I held several positions, including Senior Rate Analyst in charge of Utility Rates 2

and Tariffs and Assistant Director of the Utility Division. In those positions I provided 3

testimony in gas, electric, water and telecommunications proceedings as an expert witness 4

in the areas of rate design, service rules, and tariff applications. In 1982, I accepted 5

employment with City Utilities of Springfield, Missouri, as an Operations Analyst. In that 6

capacity, I provided support for rate-related matters associated with the municipal utility's 7

gas, electric, water and sewer operations. In addition, I worked closely with its load 8

management and energy conservation programs. In 1983, I joined the Rate Services staff 9

of the Iowa Power and Light Company, now known as MidAmerican Energy, as a Rate 10

Engineer. In this position, I was responsible for the preparation of rate related filings and 11

presented testimony on rate design, service rules, and accounting issues before the IUB. In 12

1986, I accepted employment with Tennessee-Virginia Energy Corporation, which is now 13

known as the United Cities Division of ATMOS Energy, as Director of Rates and 14

Regulatory Affairs. While in this position, I was responsible for regulatory filings, 15

regulatory relations, and customer billing. In 1987, I went to work for the Virginia State 16

Corporation Commission in the Division of Energy Regulation as a Utilities Specialist. In 17

this capacity I worked with electric and natural gas issues and provided testimony on cost 18

of service and rate design matters brought before that regulatory body. In 1988, I joined 19

North Carolina Natural Gas Corporation ("NCNG") as its Manager of Rates and Budgets. 20

Subsequently, I was promoted to Director-Statistical Services in its Planning and 21

Regulatory Compliance Department. In that position, I performed a variety of work 22

associated with financial, regulatory and statistical analysis, and presented testimony on 23

3

several issues brought before the North Carolina Utilities Commission. I held that position 1

until the closing of NCNG's merger with Carolina Power and Light Company, the 2

predecessor of Progress Energy, Inc., on July 15, 1999. 3

From July 1999 through January 2008 I was employed in Principal and Senior Analyst 4

roles by the Progress Energy Service Company, LLC. In these roles I provided NCNG, 5

Progress Energy Carolinas, Inc. and Progress Energy Florida, Inc. with rate and regulatory 6

support in their state and federal venues as well as financial forecasting support. 7

Q. WHAT ARE YOUR CURRENT RESPONSIBILITIES? 8

A. I am responsible for financial analysis and support of PEC’s Energy Efficiency (EE) and 9

Demand Side Management (DSM) programs. 10

Q. WHAT IS THE PURPOSE OF YOUR TESTIMONY? 11

A. The purpose of my testimony is to explain and support PEC’s Application for a DSM/EE 12

cost recovery rider and to provide the information required by the Stipulation approved by 13

Commission Order No. 2009-373 in Docket No. 2008-251-E. 14

Q. ARE YOU SPONSORING PEC’S DSM/EE COST RECOVERY RIDER 15

APPLICATION? 16

A. Yes. In addition to this testimony and accompanying exhibits, I am sponsoring PEC’S 17

DSM/EE Cost Recovery Rider Application identified as PEC Exhibit No. 1. 18

Q. WHAT IS THE SCOPE OF THE APPROVED STIPULATION IN DOCKET NO. 19

2008-251-E? 20

A. In summary, the Stipulation provided for: filing requirements; program opt-out criteria; 21

procedures for the annual recovery of costs incurred to implement new Demand-Side 22

4

Management (DSM) and Energy Efficiency (EE) programs and measures including the 1

limited recovery of net lost revenues and incentives based on the sharing of savings 2

achieved from PEC’s programs. In addition, the Stipulation provided governing 3

parameters associated with DSM/EE measure screening, measurement and verification. 4

Q. HAS PEC SUBMITTED INFORMATION COMPLYING WITH THE 5

STIPULATED FILING REQUIREMENTS? 6

A. Yes, it has. The information required by Section (h) of the Stipulation, is contained in PEC 7

Exhibit No. 1. 8

Q. DOES PEC’S REQUEST RECOGNIZE CUSTOMERS OPTING-OUT OF 9

PROGRAM PARTICIPATION? 10

Yes it does. Section (f) of the Stipulation provides that commercial customers with annual 11

consumption of 1,000,000 kWh or greater in the billing months of the prior calendar year 12

and all industrial customers may elect to not participate in any utility-offered DSM/EE 13

measures and, after written notification to the utility, will not be subject to the DSM/EE 14

Rider. For purposes of application of this option, a customer is defined to be a metered 15

account billed under a single application of a Company rate tariff. For commercial 16

accounts, once one account meets the opt-out eligibility requirement, all other accounts 17

billed to the same entity with lesser annual usage located on the same or contiguous 18

properties are also eligible to opt-out of the DSM/EE Rider. Since these rates are included 19

in the rate tariff charges, customers electing this option will receive an itemized DSM/EE 20

Credit on their monthly bill statement. 21

5

Q. IS PEC REQUESTING PROGRAM PERFORMANCE INCENTIVES IN THIS 1

PROCEEDING? 2

Yes it is. The incentives, identified as Program Performance Incentives (“PPI”), are 3

calculated pursuant to section (e) of the Stipulation, based on the savings achieved by 4

DSM/EE programs as measured by the Utility Cost Test (“UCT”). With regard to DSM 5

measures and programs, PEC will receive an incentive equal to eight percent of the net 6

savings estimated by the UCT, and for EE measures and programs PEC will receive an 7

incentive equal to thirteen percent of the UCT estimated net savings. Using these values, 8

the PPI is established for measures installed during a twelve-month period (i.e. a vintage 9

year) and is recovered in equal annual installments over a ten-year period. The annual 10

installments are calculated through the levelization of the vintage year PPI using PEC’s 11

overall weighted net-of-tax rate of return approved in PEC’s most recent general rate case 12

as a discount rate. 13

In addition, PEC is requesting the recovery of estimated net lost revenues. Pursuant to the 14

Stipulation, recovery of net lost revenues is allowed for no more than three years for 15

measures installed in any given vintage year. Both the recovery of net lost revenue and PPI 16

are subject to true-up on the basis of measurement and verification analysis. 17

SUMMARY OF DSM/EE COSTS 18

Q. CAN YOU PROVIDE A SUMMARY OF THE COSTS FOR WHICH THE 19

COMPANY IS REQUESTING RECOVERY IN THIS PROCEEDING? 20

A. Yes. The Company’s requested recovery of DSM/EE costs, allocated jurisdictionally to 21

South Carolina, associated with this proceeding have been broken into two periods. For the 22

6

test period, April 1, 2010 through March 31, 2011, the South Carolina allocated share of 1

actual costs is $10,325,406. For the rate period, July 1, 2011 through June 30, 2012, the 2

South Carolina allocated share of forecasted costs is $15,121,369. The total of 3

jurisdictionally allocated actual and forecasted costs is $25,446,775. 4

A summary of the costs associated with the Company’s recovery request is provided in the 5

following table by period and by DSM/EE measure. 6

Program / Measure

Test Period Rate Period Total

4-1-10 thru 3-31-11 7-1-11thru 6-30-12 For the Periods

4-1-10 thru 3-31-11 7-1-11 thru 6-30-12


DSDR Implementation $ 2,501,150 $ 4,369,207 $ 6,870,357

CIG DR 167,995 387,915 555,910

EnergyWiseTM 1,471,414 1,778,625 3,250,039


Residential Home Advantage $ 212,488 $ 308,667 $521,155

Residential Home Energy Improvement 1,284,319 1,258,379 2,542,698

Residential Low Income - NES 327,048 362,271 689,319

Residential Lighting 1,560,060 2,306,874 3,866,934

Residential Appliance Recycling 228,151 375,120 603,271

EE Benchmarking 22,114 257,307 279,421


Residential Solar Water Heating Pilot 29,055 1,410 30,465

Pilot CFL Program 34,450 10,473 44,923

A&G and Carrying Costs

A&G $ 357,060 $ 380,719 $ 737,779

Carrying Cost on Balances 617,739 1,210,732 1,828,471

Total Cost $ 10,325,406 $ 15,121,369 $ 25,446,775

In addition to the summary table above, a further breakdown by cost element is provided 7

on attached Evans Exhibit No. 1. 8

Q. ARE THE COMPANY’S PROPOSED RATES DESIGNED TO RECOVER 9

$25,446,775? 10

7

A. No, since many of the expenses incurred to develop and implement the Company’s DSM 1

and EE programs produce benefits covering several years, those expenses pursuant to item 2

(c)(1) of the Stipulation, will be deferred, and recovered over a ten year period. There are 3

exceptions to PEC’s reliance on ten-year recovery periods. As a part of its Residential 4

Lighting Program application, PEC requested that it be allowed to employ a five-year 5

recovery period for the recoupment of costs deferred for the program. As a part of its 6

Residential Energy Efficiency Benchmarking Program, PEC requested current period, non-7

deferred recoveries of its program expenses. The shorter recovery periods associated with 8

these programs are more reflective of their anticipated beneficial measure lives. As a 9

result of these deferrals and the recovery of DSM/EE revenues during the test period, the 10

Company’s rates for this proceeding are designed to recover revenues totaling $9,159,661. 11

Details associated with the development of this amount are provided on Evans Exhibit Nos. 12

1 and 2. 13

Q. HOW MUCH REVENUE WAS RECOVERED DURING THE TEST PERIOD? 14

A. PEC billed its customers $5,197,244 during the test period. This amount is used to offset 15

DSM/EE expenses realized through the end of the test period in the amount of $4,962,529. 16

As illustrated on Evans Exhibit 2, these amounts, adjusted for the prior period balance of 17

$278,080 and current period adjustments totaling $5,556, net to an over-recovery of 18

DSM/EE amounts totaling $518,351 at March 31, 2011. This remainder when added to the 19

forecasted rate period recovery requirements, totals $9,159,661, the amount requested in 20

this proceeding. 21

8

JURISDICTIONAL COST ALLOCATION 1

Q. HOW ARE DSM AND EE PROGRAM COSTS ALLOCATED TO THE SOUTH 2

CAROLINA RETAIL JURISDICTION? 3

A. PEC first reviews all costs to be recovered and separates them into four categories: (1) EE-4

related costs, (2) DSM-related costs, (3) costs that provide a system benefit in support of 5

both EE and DSM programs, and (4) DSDR related costs. For each of these categories, 6

different allocation methods are employed to assign those costs to the appropriate 7

jurisdiction. 8

Q. PLEASE ELABORATE ON THE METHODOLOGY USED TO ALLOCATE 9

DSM/EE COSTS THAT OFFER A SYSTEM BENEFIT. 10

A. Common Administrative and General (A&G) Costs, associated with the programs, provide 11

a system benefit in support of both EE and DSM programs. Since A&G costs relate to both 12

EE and DSM, A&G amounts are divided into both categories. The division of these costs 13

into either the EE or DSM category is based upon the percentage of each type of 14

expenditure anticipated during the next forecast calendar year. For example, if 30% of 15

these costs in the forecast period are EE-related, then 30% of the A&G costs will be 16

considered as EE-related costs for allocation purposes. The use of a forecast period 17

recognizes the types of new programs PEC will offer in the immediate future that will be 18

supported by these administrative costs. The assignment of A&G costs as being either EE 19

or DSM related is reviewed annually each June based upon forecasted costs for the next 20

calendar year. The A&G costs provided for in this proceeding have been assigned to these 21

categories based upon forecasted DSM and EE costs for 2011. 22

9

Q. ON EVANS EXHIBITS 1 AND 2, THE DSDR PROGRAM IS SEPARATED FROM 1

THE OTHER DSM AND EE PROGRAMS. HOW IS THE DSDR PROGRAM 2

CLASSIFIED? 3

A. The DSDR Program has been classified, for purposes of ratemaking, as a DSM program. 4

Due to the scope and nature of this program, its costs are being tracked separately. This 5

separate tracking includes both direct costs and A&G costs associated with the program. 6

Q. HOW ARE COSTS IDENTIFIED AS EE-RELATED ALLOCATED TO THE 7

JURISDICTION? 8

A. Any program costs that are identified as being EE-related, including A&G costs, are 9

allocated to SC retail based upon the ratio, at the meter, of SC retail sales to PEC system 10

retail sales. The allocation percentage is updated each May, and is based on the prior 11

calendar year usage data. 12

Q. HOW ARE COSTS IDENTIFIED AS DSM-RELATED ALLOCATED TO THE 13

JURISDICTION? 14

A. Any program costs that are identified as being DSM or DSDR-related, including assigned 15

A&G costs, are allocated to SC retail based upon the ratio of the SC retail demand to the 16

PEC system retail demand at the hour of the annual system peak. The allocation 17

percentage is updated each May, and is based on the prior calendar year demand data. 18

UTILITY INCENTIVES AND NET LOST REVENUES 19

Q. HOW WERE THE UTILITY INCENTIVES CALCULATED? 20

A. As stated earlier, the PPI is calculated pursuant to section (e) of the Stipulation, based on 21

the savings achieved by DSM/EE programs as measured by the Utility Cost Test (“UCT”). 22

10

The amount of the PPI initially to be recovered for a given measurement unit and vintage 1

year shall be equal to eight percent of the UCT for DSM programs and measures and 2

thirteen percent of the UCT for EE programs and measures. Estimated net savings are 3

determined by multiplying the number of measurement units projected to be installed 4

specific to a program or measure in a vintage year by the most current estimates of the 5

annual per installation kW and kWh savings over the measurement unit's life and by the 6

most current estimates of the annual kW and kWh avoided costs, subtracting the estimated 7

utility costs over the measurement unit's life related to the projected installations in that 8

vintage year and discounting the result to determine a net present value. 9

The PPI for the initial vintage was converted into a stream of ten (10) levelized annual 10

payments, accounting for and incorporating PEC's overall weighted average net-of-tax rate 11

of return approved in the Company’s most recent general rate case as the appropriate 12

discount rate. Pursuant to item (e)(11) of the Stipulation, PPI recoveries are subject to true-13

up on the basis on future measurement and verification results. 14

Q. HOW WERE THE NET LOST REVENUES DETERMINED? 15

Net lost revenues, which are applicable to both DSM and EE programs, are determined by 16

multiplying the estimated reduction in sales associated with a measure by a margin based 17

net lost revenue rate. While subject to a few nuances, the following formula embraces the 18

essence of the adjustment. 19

NET LOST REVENUES = LOST SALES X NET LOST REVENUE RATE 20

Lost Sales are those sales that do not occur by virtue of employing the DSM / EE measures. 21

These values are initially based on engineering estimates and/or past impact evaluations, 22

11

with future periods based on updated impact evaluations conducted through the 1

measurement and verification (M&V) activities and applied prospectively and in 2

conjunction with applicable net lost revenue true-ups. The Net Lost Revenue Rate, itself, 3

represents the difference between the average retail rate applicable to the customer class 4

impacted by the measure and (1) the embedded gross receipts taxes, (2) the related average 5

customer charge component of that rate, (3) the average fuel component of the rate, (4) the 6

incremental variable O&M rate as approved in the Company’s last CSP tariff, and (5) the 7

impact of the uncollectibles adjustment. When multiple customer classes are impacted by a 8

DSM / EE measures, as with the DSDR program, a weighted or system wide net lost 9

revenue rate is employed. 10

Pursuant to item (d)(6) of the Stipulation, net lost revenues are recoverable for only the first 11

36-months of an installed measure’s life and comparable to the PPI, recoveries are subject 12

to true-up on the basis on future measurement and verification results. 13

Q. ARE ALL PROGRAMS ELIGIBLE FOR PROGRAM PERFORMANCE 14

INCENTIVES AND THE RECOUPMENT OF NET LOST REVENUES? 15

A. No. PPI amounts were not calculated for PEC’s DSDR, Residential Low Income, or 16

Residential Solar Hot Water Heating programs. Net lost revenue recoupment was not 17

applied to PEC’s Residential Solar Hot Water Heating Program. While PEC’s DSDR 18

program is eligible for net lost revenue recovery, PEC did not request recovery in this 19

filing. For PEC programs that consist of event driven measures (e.g., EnergyWiseTM

, CIG 20

Demand Response and DSDR), in which revenue losses are a function of their deployment 21

that cannot be accurately predicted in advance, net lost revenue recoveries will be 22

requested based on their actual, as opposed to estimated, deployment. Thus, while PEC has 23

12

not requested net lost revenue recoveries for these programs during the forecast period, 1

PEC has requested recoveries for the actual test period activations of its Residential 2

EnergyWiseTM

and CIG Demand Response programs. 3

RATE DEVELOPMENT 4

Q. ONCE ALL RELEVANT COSTS ARE ALLOCATED TO SOUTH CAROLINA 5

AND IDENTIFIED AS BEING EITHER DSM/EE RELATED, HOW ARE RATES 6

ESTABLISHED? 7

A. PEC schedules are designed to establish three natural rate groups: Residential, General 8

Service and Lighting. 9

Q. CAN YOU IDENTIFY THE RATE TARIFFS THAT FALL WITHIN EACH RATE 10

CLASS? 11

A. The following table lists the schedules and riders proposed within each rate class: 12

RESIDENTIAL GENERAL SERVICE

LIGHTING Small General

Service

Medium General

Service

Large General

Service

RES

R-TOUD

R-TOUE

SGS

TSS

TFS

MGS

SGS-TOU

SI

SGS-TES

CSE, CSG

GS & Rider SS

(less than 1 MW)

LGS

LGS-TOU

LGS-CUR-TOU

LGS-RTP &

Rider SS (1 MW

& Greater)

ALS

SLS

SLR

SFLS

COST ALLOCATION METHODOLOGY 13

Q. HOW ARE EE AND DSM RELATED COSTS ALLOCATED TO EACH RATE 14

CLASS? 15

A. Costs are assigned to customer classes based on program design and participation. In other 16

words, costs are assigned to customer groups that are directly benefitted by the programs. 17

13

Using this method, residential program costs are allocated solely to residential customers, 1

general service program costs are allocated solely to general service customers, and 2

lighting program costs are allocated solely to lighting customers. Where programs benefit 3

multiple customer groups, the costs are allocated to benefitted groups using appropriate 4

annual energy and/or coincident peak demand based allocation factors. 5

Q. HOW ARE ANNUAL ENERGY ALLOCATIONS ADJUSTED FOR THE IMPACT 6

OF “OPT-OUT” CUSTOMERS? 7

A. Rate Class energy allocation factors were developed assuming that the percentage of 8

General Service customer usage “Opted-out” at the end of the test period will continue 9

throughout the rate period. To the extent that actual “Opt-Out” levels diverge from this 10

percentage, recovery variations will be reconciled in subsequent DSM/EE rider true-ups. 11

Estimated commercial and industrial sales forecasted to “Opt-Out” of the DSM/EE rate are 12

provided in Evans Exhibit No. 3. 13

Q. THE SALES FOR “OPT-OUT” CUSTOMERS ARE EASILY IDENTIFIED, BUT 14

HOW IS THE COINCIDENT PEAK OF THESE CUSTOMERS ESTIMATED? 15

A. As previously noted, commercial customers with annual consumption of 1,000,000 kWh or 16

greater in the billing months of the prior calendar year and all industrial customers may 17

elect not to participate in PEC's demand-side management and energy efficiency programs. 18

PEC reviewed its billing records and based upon the current “Opt-Out” rate, anticipates 19

that, 2,286,169,287 kWh would not be subject to billing for the twelve month period 20

ending June 30, 2012. 21

14

Currently installed metering for these customers does not provide usage data at the system 1

peak hour; therefore, this impact is estimated based upon the ratio of “opt-out” sales to total 2

sales for the rate class times the rate class peak demand. This approach should accurately 3

approximate the demand of “opt-out” accounts. 4

Q. AFTER ADJUSTING ENERGY AND DEMAND FOR “OPT-OUT” CUSTOMERS, 5

ARE THE RESULTING ALLOCATION FACTORS THEN USED TO 6

DETERMINE REVENUE REQUIREMENTS FOR EACH RATE CLASS? 7

A. The energy and demand based allocators are employed in cases where programs or 8

measures directly benefit multiple rate groups. Given that a DSM or EE program 9

benefiting multiple rate groups is present, EE costs would be multiplied by Rate Class 10

energy allocation factors and any associated DSM costs would be multiplied by Rate Class 11

demand allocation factors for purposes of cost assignment. 12

The energy allocation rate class factors were developed from the forecasted rate class 13

usage, after subtracting sales for “Opt-Out” customers. The energy allocation factors 14

applicable to each rate class based upon the forecast of rate class sales for the recovery 15

period of July 2011 through June 2012 are provided in Evans Exhibit No. 4. 16

The demand allocation rate class factors are based on the summer coincident peak demand 17

for 2010, after subtracting the estimated demand for “Opt-Out” customers as discussed 18

above. The forecast does not provide rate class coincident peak demands; therefore, the 19

most recent historic data was deemed to be representative of future demand impacts. The 20

demand allocation factors applicable to each rate class are provided in Evans Exhibit No. 5. 21

Q. DO ANY OF THE COMPANY’S PROGRAMS OR MEASURES BENEFIT 22

MULTIPLE CUSTOMER CLASSES? 23

15

A. Yes. The Company’s DSDR DSM program benefits multiple customer classes. To 1

allocate DSDR costs, the Rate Class demand allocation factors are employed. 2

Q. HOW ARE RATE CLASS DSM/EE RATES ESTABLISHED? 3

A. The calculated rate class EE and DSM revenue requirements are divided by rate class sales, 4

after adjustment for “Opt-Out” customers, to establish the rate class DSM/EE rate. Evans 5

Exhibit No. 6 provides the derivation of the Energy Efficiency Rate. Evans Exhibit No. 7 6

provides the derivation of the Demand Side Management Rate. 7

Q. WERE PEC’S ESTIMATES OF DISCOUNTED RESIDENTIAL SALES AND 8

UNCOLLECTIBLE BILLINGS CONSISTENT WITH ACTUAL RESULTS? 9

A. Company estimates were fairly consistent with actual results. The Company’s estimated 10

Residential Service Energy Conservation Discount (“RECD”) based adjustment factor of 11

0.8122% was slightly higher than the resulting actual 0.7994%. The actual impact of 12

RECD discounted revenues is reflected within PEC’s test period revenues. The actual 13

residential uncollectible rate for the period, 0.7019%, was somewhat higher than the 14

estimated value of 0.6407%. This difference resulted in an under-collection of $2,224. 15

The last of these adjustment factors, the general service uncollectible rate associated with 16

the test period of 0.0593%, was less than the estimated value of 0.0791%. This difference 17

resulted in an over-collection of $310. The revised amounts are employed as gross-up 18

factor components used on Evans Exhibit No. 8. The dollar adjustments were used on 19

Evans Exhibit No. 2 to arrive at the residual revenue requirement at the end of the test 20

period, March 31, 2011. 21

16

Q. WHERE ANY ADDITIONAL ADJUSTMENTS APPLIED TO THE TEST 1

PERIOD? 2

A. Yes, as a result of the measurement and verification of the 2009 vintage of PEC’s 3

Residential Home Energy Improvement Program (HEIP), it was determined that previously 4

calculated PPI values and deemed energy savings were in excess of those based on verified 5

values. The recalculated annual PPI recovery was $7,050 less than the amount recognized 6

in the prior test period. As a result, the current test period revenue requirement was 7

reduced by $7,050 as reflected on Evans Exhibit No. 2. 8

The verified HEIP energy savings were less than those employed in the calculation of net 9

lost revenues. As a result, the net lost revenue related requirements for the current test 10

period have been reduced by the prior overstatement, 243 MWH. This reduction in lost 11

sales produces a $14,215 reduction in the test period revenue requirement. These 12

adjustments, coupled with their prospective recognition, effectively finalize values 13

associated with the 2009 vintage of PEC’s Residential Home Energy Improvement 14

Program. 15

Q. WHAT RATES ARE PROPOSED FOR EACH RATE CLASS? 16

A. Evans Exhibit No. 9 calculates the DSM/EE annual rates proposed in this proceeding. The 17

DSM/EE rates recover costs forecasted to be incurred during July 1, 2011 through June 30, 18

2012 and the actual costs incurred through March 31, 2011, net of test period recoveries. 19

PEC proposes the following rates, exclusive of gross receipts taxes and SC Regulatory 20

Fees, for each rate class (shown in cents per kWh): 21

17

Rate Class DSM Rate EE Rate Adjustment*

DSM/EE

Annual

Rider**

Residential 0.1254 0.1710 0.0045 0.301

General Service 0.0654 0.0732 0.0001 0.139

Lighting 0.0000 0.0000 0.0000 0.000

* Adjustment for uncollectible billings and Residential RECD discount

**Billing Rates are rounded to the nearest thousandth of a cent

The proposed billing rates, including gross receipts taxes and SC Regulatory Fees for each 1

class are provided in the following table (shown in cents per kWh): 2





Q. DOES THIS CONCLUDE YOUR TESTIMONY? 3

A. Yes. 4

South Carolina Retail - DSM/EE Revenue Requirements Summary

O&M Insurance A&G Expense

Capitalized

O&M and

A&G

Current Period

Amortization

Prior Period

Amortization

DSDR Capital

Costs

Income Taxes

on DSDR

Capital Costs

DSDR

Property

Taxes

DSDR

Depreciation

Carrying Costs

Net of Taxes

Income Taxes

on Carrying

Cost

Rev Reqmt

Before PPI &

NLR

Net Lost

Revenue PPI

Total Revenue

Requirement

April 2010 through March 2011 (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16)

ΣCols(1)thru(3) ΣCols(5)thru(12) ΣCols(13)thru(15)

SC DSM Program Expenses

1 CIG DR Per Books 158,098$ -$ 158,098$ 15,810$ 8,275$ -$ -$ 24,085$ 685$ 9,212$ 33,982$

2 EnergyWise Per Books 1,384,322 - 1,384,322 138,432 109,897 - - 248,329 1,292 85,800 335,421

3 Total DSM Σ Lines 1 thru 2 1,542,420$ -$ 1,542,420$ 154,242$ 118,172$ -$ -$ 272,414$ 1,977$ 95,013$ 369,403$

4 DSM Assigned to A&G Cost Per Books 119,294 119,294 11,929 24,926 120,579 45,146 202,580 - - 202,580

5 Total DSM and Assigned Cost Σ Lines 3 thru 4 1,542,420$ 119,294$ 1,661,714$ 166,171$ 143,098$ 120,579$ 45,146$ 474,994$ 1,977$ 95,013$ 571,983$

SC EE Program Expenses `

6 Res Home Advantage Per Books 184,768$ -$ 184,768$ 18,477$ 19,691$ -$ -$ 38,168$ 20,832$ 6,888$ 65,889$

7 Res Home Energy Improvem't Per Books 1,222,405 - 1,222,405 122,241 69,704 - - 191,945 45,485 16,429 253,859

8 Residential Low Income Per Books 294,637 - 294,637 29,464 12,735 - - 42,199 32,411 - 74,610

9 CIG Energy Efficiency Per Books 1,074,827 - 1,074,827 107,483 83,626 - - 191,109 307,764 129,771 628,644

10 Solar Hot Water Pilot Per Books 29,055 - 29,055 2,906 2,295 - - 5,201 - - 5,201

11 Residential Lighting1Per Books 970,544 - 970,544 194,109 35,481 - - 229,590 512,739 76,778 819,106

12 Res Appliance Recycling Per Books 202,421 - 202,421 20,242 1,320 - - 21,562 21,881 3,849 47,292

13 Res EE Benchmarking1Per Books 22,114 22,114 22,114 - - - 22,114 - - 22,114

14 Home Depot CFL Per Books - - - - 2,140 - - 2,140 23,977 10,473 36,590

15 Total EE Σ Lines 6 thru 14 4,000,771$ -$ 4,000,771$ 517,036$ 226,992$ -$ -$ 744,028$ 965,089$ 244,188$ 1,953,305$

16 EE Assigned A&G and Carrying Cost Per Books 234,262 234,262 23,426 42,885 236,659 88,730 391,700 - - 391,700

17 Total EE and Assigned Cost Σ Lines 15 thru 16 4,000,771$ 234,262$ 4,235,033$ 540,462$ 269,877$ 236,659$ 88,730$ 1,135,728$ 965,089$ 244,188$ 2,345,005$

SC DSDR Program Expenses

18 DSDR Program Per Books 731,264$ 62,617$ -$ 793,881$ 79,388$ 90,053$ 794,279$ 291,422$ 105,694$ 515,874$ 92,175$ 34,450$ 2,003,335$ -$ -$ 2,003,335$

19 DSDR A&G and Carrying Cost Per Books 3,504 3,504 350 41,856 42,206 - - 42,206

20 Total DSDR and Assigned Cost Σ Lines 18 thru 19 731,264$ 62,617$ 3,504$ 797,385$ 79,738$ 131,909$ 794,279$ 291,422$ 105,694$ 515,874$ 92,175$ 34,450$ 2,045,541$ -$ -$ 2,045,541$

21 Test Period Totals Lines 5 + 17 + 20 6,274,455$ 62,617$ 357,060$ 6,694,132$ 786,371$ 544,884$ 794,279$ 291,422$ 105,694$ 515,874$ 449,413$ 168,326$ 3,656,263$ 967,065$ 339,201$ 4,962,529$

1 Current Residential EE Benchmarking Program costs are recovered during the current period. Residential Lighting costs are recovered over a 5 year period. All other EE program costs are recovered over a 10 year period.

A. Test PeriodSOUTH CAROLINA JURISDICTIONALLY ALLOCATED RETAIL COSTS ONLY

Evans Exh

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Capitalized

O&M and

A&G

Current Period

Amortization

Prior Period

Amortization

DSDR Capital

Costs

Income Taxes

on DSDR

Capital Costs

DSDR

Property

Taxes

DSDR

Depreciation

Carrying Costs

Net of Taxes

Income Taxes

on Carrying

Cost

Rev Reqmt

Before PPI &

NLR

Net Lost

Revenue PPI

Total Revenue

Requirement

July 2011 through June 2012 (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16)



1 CIG DR Per Forecast 359,923$ - 359,923$ 35,992$ 24,085 -$ -$ 60,077$ -$ 27,992$ 88,069$

2 EnergyWise Per Forecast 1,630,393 - 1,630,393 163,039 248,329 - - 411,368 - 148,232 559,600

3 Total DSM Σ Lines 1 thru 2 1,990,316$ -$ 1,990,316$ 199,031$ 272,414$ -$ -$ 471,445$ -$ 176,224$ 647,669$

4 DSM Assigned to A&G Cost Per Books 128,462 128,462 12,846 36,855$ 238,449 93,272 381,422 - - 381,422

5 Total DSM and Assigned Cost Σ Lines 3 thru 4 1,990,316$ 128,462$ 2,118,778$ 211,877$ 309,269$ 238,449$ 93,272$ 852,867$ -$ 176,224$ 1,029,091$


6 Res Home Advantage Per Forecast 237,832$ -$ 237,832$ 23,783 38,168 -$ -$ 61,951$ 53,371$ 17,464$ 132,786

7 Res Home Energy Improvem't Per Forecast 1,102,843 - 1,102,843 110,284 191,945 - - 302,229 120,129 35,407 457,765

8 Residential Low Income Per Forecast 284,385 - 284,385 28,439 42,199 - - 70,638 77,886 - 148,524

9 CIG Energy Efficiency Per Forecast 1,164,301 - 1,164,301 116,430 191,109 - - 307,539 675,499 273,869 1,256,908

10 Solar Hot Water Pilot Per Forecast 1,410 - 1,410 141 5,201 - - 5,342 - - 5,342

11 Residential Lighting1Per Forecast 869,197 - 869,197 173,839 229,590 - - 403,429 1,279,297 158,380 1,841,106

12 Res Appliance Recycling Per Forecast 276,456 - 276,456 27,646 21,562 - - 49,208 88,693 9,971 147,872

13 Res EE Benchmarking1Per Forecast 135,308 - 135,308 135,308 - - - 135,308 120,550 1,448 257,307

14 Home Depot CFL Per Forecast - - - - 2,140 - - 2,140 - 10,473 12,613

15 Total EE Σ Lines 6 thru 14 4,071,732$ -$ 4,071,732$ 615,870$ 721,914$ -$ -$ 1,337,784$ 2,415,426$ 507,012$ 4,260,223$

16 EE Assigned to A&G Cost Per Books 252,257 252,257 25,226 66,311 484,189 189,396 765,122 - 765,122

17 Total EE and Assigned Cost Σ Lines 15 thru 16 4,071,732$ 252,257$ 4,323,989$ 641,096$ 788,225$ 484,189$ 189,396$ 2,102,906$ 2,415,426$ 507,012$ 5,025,345$


18 DSDR Program Per Forecast 1,182,331$ 109,562$ -$ 1,291,893$ 129,189$ 169,441 1,285,434$ 650,668$ 236,206$ 905,006$ 147,665$ 57,761$ 3,581,370$ -$ -$ 3,581,370$

19 DSDR Assigned to A&G Cost Per Forecast - - - 42,206 42,206 - - 42,206

20 Total DSDR and Assigned Cost Σ Lines 18 thru 19 1,182,331$ 109,562$ -$ 1,291,893$ 129,189$ 211,647$ 1,285,434$ 650,668$ 236,206$ 905,006$ 147,665$ 57,761$ 3,623,576$ -$ -$ 3,623,576$

21 Rate Period Totals Lines 5 + 17 + 20 7,244,379$ 109,562$ 380,719$ 7,734,660$ 982,162$ 1,309,141$ 1,285,434$ 650,668$ 236,206$ 905,006$ 870,303$ 340,429$ 6,579,349$ 2,415,426$ 683,237$ 9,678,012$


B. Rate Period

SOUTH CAROLINA JURISDICTIONALLY ALLOCATED RETAIL COSTS ONLY

Evans Exh

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Evans Exh

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Evans Exhibit No. 2

Page 1 of 1

Residential General Service Lighting Total

1 Prior Period Recovery Balance at March 31, 2010

2 Energy Efficiency Programs Docket No. 2010-161-E 97,372.65$ (11,730.23)$ -$ 85,642.42$

3 Demand Side Management Programs Docket No. 2010-161-E (53,788.71) (5,123.11) - (58,911.82)

4 DSDR Program Expenses Docket No. 2010-161-E (165,758.90) (139,051.65) - (304,810.55)

5 Balance - Prior (Over) or Under Collection Lines 2 + 3 + 4 (122,174.96)$ (155,904.99)$ -$ (278,079.95)$

6

7 Current Period Cost of Service (4-01 to 3-11)

8 Energy Efficiency Programs Exhibit 1 (Page 1 of 2) 552,919.17$ 191,109.00$ -$ 744,028.17$

9 E E A&G and Carrying Cost Allocation Exhibit 1 (Page 1 of 2) 291,089.03 100,610.97 - 391,700.00

10 E E PPI and Net Lost Revenues Exhibit 1 (Page 1 of 2) 771,742.34 437,534.69 - 1,209,277.03

11 Total Energy Efficiency Cost of Service Lines 8 + 9 + 10 1,615,750.54$ 729,254.66$ -$ 2,345,005.20$

12

13 Demand Side Management Programs Exhibit 1 (Page 1 of 2) 248,329.00$ 24,085.00$ -$ 272,414.00$

14 DSM A&G and Carrying Cost Allocation Exhibit 1 (Page 1 of 2) 184,669.25 17,910.75 - 202,580.00

15 DSM PPI and Net Lost Revenues Exhibit 1 (Page 1 of 2) 87,092.37 9,896.73 - 96,989.10

16 Total DSM Cost of Service Lines 13 + 14 + 15 520,090.62 51,892.48 - 571,983.10

17

18 DSDR Program Exhibit 1 (Page 1 of 2) 1,228,548.62$ 774,786.38$ -$ 2,003,335.00$

19 DSDR A&G and Carrying Cost Allocation Exhibit 1 (Page 1 of 2) 25,882.90 16,323.10 - 42,206.00

20 DSDR Net Lost Revenues Exhibit 1 (Page 1 of 2) - - -

21 Total DSDR Cost of Service Lines 18 + 19 + 20 1,254,431.52$ 791,109.48$ -$ 2,045,541.00$

22

23 Cost of Service for 12 ME 3-31-11 Line 11 + Line 16 + Line 21 3,390,272.68$ 1,572,256.62$ -$ 4,962,529.30$

24

25 Cost of Service & Prior Bal at March 31, 2011

26 Energy Efficiency Programs Line 2 + Line 11 1,713,123.19$ 717,524.43$ -$ 2,430,647.62$

27 Demand Side Management Programs Line 3 + Line 16 466,301.90 46,769.37 - 513,071.27

28 DSDR Program Line 4 + Line 12 1,088,672.63 652,057.83 - 1,740,730.45

29 Total Net COS Before Revenue Offsets Lines 26 + 27 + 28 3,268,097.72$ 1,416,351.63$ -$ 4,684,449.35$

30

31 Actual Revenue (4-10 to 3-11)

32 EE Revenue Per Books see W/P R-2 1,643,973.36$ 660,036.68$ -$ 2,304,010.04$

33 DSM Revenue Per Books see W/P R-2 492,101.87 76,716.07 - 568,817.94

34 DSDR Revenue Per Books see W/P R-2 1,497,257.65 827,158.43 - 2,324,416.08

35 Total Test Period Revenue (4-10 to 3-11) Lines 32 + 33 + 34 3,633,332.88$ 1,563,911.18$ -$ 5,197,244.06$

36

37 Adjustments

38 Vintage 2009 Res HEIP M&V PPI True-Up See W/P D-5 (7,469.84)$ -$ -$ (7,469.84)$

39 Uncollectible - Energy Efficiency See W/P B-6 1,006.11 (130.69) - 875.42

40 Uncollectible - Demand Side Management See W/P B-6 301.17 (15.19) - 285.98

41 Uncollectible - DSDR See W/P B-6 916.32 (163.78) - 752.54

42 Total Adjustments Lines 38 + 39 + 40 + 41 (5,246.24)$ (309.66)$ -$ (5,555.90)$

43

44 Revenue Requirement at March 31, 2010

45 EE Portion of Revenue Requirement Lines 26 - 32 + 38 + 39 62,686.10$ 57,357.06$ -$ 120,043.16$

46

47 DSM Portion of Revenue Requirement Lines 27 - 33 + 40 (25,498.80)$ (29,961.89)$ -$ (55,460.69)$

48 DSDR Portion of Revenue Requirement Lines 28 - 34 + 41 (407,668.70) (175,264.38) - (582,933.09)

49 Total DSM/DSDR Portion of Revenue Rqmt Lines 47 + 48 (433,167.50)$ (205,226.27)$ -$ (638,393.77)$

50

51 Total Net Test Period Revenue Requirement Line 45 + Line 49 (370,481.40)$ (147,869.21)$ -$ (518,350.61)$

52 Forecasted Rate Period Revenue Requirement Exhibit 2 (Page 2 of 2) 9,678,011.92

53 Referenced Rate Period Recovery Level Lines 51 + 52 9,159,661.30$

PROGRESS ENERGY CAROLINAS, INC.Determination of Net Revenue Requirement for Test Period

Evans Exhibit No. 3

Page 1 of 1

Rate Class Opt-Out KWHs (1)

Residential 0

General Service 2,283,226,881

Lighting 2,942,406

Total Estimated Opt-Out Sales 2,286,169,287

NOTES:

(1) Opt-Out kWh estimates are based on actual opt-out quantities occurring during the twelve-month

period ending March 31, 2011.

PROGRESS ENERGY CAROLINAS, INC.

Annual DSM/EE Opt-Out Sales Estimate for SC Customers

Annual Sales for the Year Ended June, 2012

Evans Exhibit No. 4

Page 1 of 1


Energy Allocation Factors - Applicable to EE Program Costs

South Carolina Rate Class Energy Allocation Factors

Rate Class

Total SC Rate Class

Sales (MWhrs) (1)

Opt-Out Sales(2)

Adjusted SC Rate

Class MWHr Sales

Rate Class Energy

Allocation Factor(1) (2) (3) = (1) - (2) (4) = (3) / SC Total in Column 3

Residential 2,137,681 0 2,137,681 50.13%

General Service 4,319,688 2,283,227 2,036,461 47.76%

Lighting 92,921 2,942 89,978 2.11%

SC Retail 6,550,290 2,286,169 4,264,121 100.00%

NOTES:

(1) Total SC Rate Class Sales (MWHrs) are for the forecasted year ended June 2012.

(2) Opt-Out sales are provided in Evans Exhibit No. 3

Evans Exhibit No. 5

Page 1 of 1


Demand Allocation Factors - Applicable to DSM Programs

South Carolina Rate Class Demand Allocation Factors

Rate Class

Total SC Rate

Class Sales (1)

Sales Subject to

Opt-Out (2)

Rate Class

Demand (3)

Revised Rate

Class Demand

Rate Class Allocation

Factor(1) (2) (3) (4) = ((1 - 2) / 1) * 3 (5) = (4)/Total of Column 4

Residential 2,137,681 0 519,138 519,138 61.32517%

General Service 4,319,688 2,283,227 694,463 327,395 38.67483%

Lighting 92,921 2,942 0 0 0.00000%

SC Retail 6,550,290 2,286,169 1,213,601 846,534 100.00000%

NOTES:



(3) The CP demands are based on the 2010 Coincident Peak occurring on August 11 during the hour ended at 5 P.M.

SC Rate Class

Adjusted SC

Rate Class kWHr

Sales (1)

Rate Class

Energy

Allocation

Factor (2)

Residential

Programs(3)

CIG Programs(4)

Common

Programs

Allocated A&G

Costs(5)

Allocated Carrying

Costs(5)

Net Test Period

Revenue

Requirement(6)

Total of Allocated

Costs Total EE Rate(1) (2) (3) (4) (5) (6) (7) (8) (9) = Σ (3 thru 8) (10) = (9) / (1)

Residential 2,137,681,477 50.13% $3,003,315 $0 $0 $70,494 $518,737 $62,686 $3,655,232 $0.001710

General Service 2,036,460,918 47.76% $0 $1,256,908 $0 $21,043 $154,848 $57,357 $1,490,156 $0.000732

Lighting 89,978,436 2.11% $0 $0 $0 $0 $0 $0 $0 $0.000000

SC Retail 4,264,120,831 100% $3,003,315 $1,256,908 $0 $91,537 $673,585 $120,043 $5,145,388 $0.001207

NOTES:

(1) Rate Class Sales, excluding "Opt-Out" sales, are derived in Evans Exhibit No. 4, column (3).

(2) Rate Class Energy Allocation Factor is derived in Evans Exhibit No. 4, column (4).

(3) CFL Pilot, Solar Water Heating Pilot, EE Benchmarking, Res. HEIP, Res. Lighting, Appliance Recycling, Res. Home Advantage and Low Income Program costs are allocated solely to Residential Class.

(4) CIG Energy Efficiency costs are allocated solely to General Service Class.

(5) A&G and Carrying Costs are allocated on the basis of revenue requirements (excluding incentives).

(6) Net Energy Efficiency Revenue Requirements are derived on Evans Exhibit No. 2


Energy Efficiency Rate Derivation

EE Revenue Requirements

Evans Exh

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SC Rate Class

Adjusted SC

Rate Class

kWHr Sales (1)

Rate Class

Demand

Allocation

Factor(2)

Residential

Programs(3)

CIG

Programs(4)

DSDR(5)

Non-DSDR

Assigned

A&G and

Carrying

Costs(6)

DSDR

Assigned

A&G and

Carrying

Costs(5)

Net Test Period

Revenue

Requirement(7)

Total of

Allocated

Costs

Total DSM

Rate(1) (2) (3) (4) (5) (6) (7) (8) (9) = Σ (3 thru 8) (10) = (9) / (1)

Residential 2,137,681,477 61.33% $559,600 $0 $2,070,303 $332,817 $151,861 -$433,168 $2,681,413 $0.001254

General Service 2,036,460,918 38.67% $0 $88,069 $1,305,641 $48,605 $95,771 -$205,226 $1,332,860 $0.000654

Lighting 89,978,436 0.00% $0 $0 $0 $0 $0 $0 $0 $0.000000

SC Retail 4,264,120,831 100.00% $559,600 $88,069 $3,375,944 $381,422 $247,632 -$638,394 $4,014,273 $0.000941

NOTES:


(2) Rate Class Demand Allocation Factor is derived in Evans Exhibit No. 5, column (5).

(3) EnergyWise costs are directly assigned solely to Residential Rate Class.

(4) CIG DR Program costs are directly assigned solely to General Service Class.

(5) DSDR Costs and assigned A&G and carrying costs are allocated using Rate Class Demand Allocation Factor from column (2).

(6) Non-DSDR A&G and Carrying Costs are allocated on the basis of revenue requirements (before adjustment for incentives) assigned in columns (3) and (4).

(7) Net DSM Revenue Requirements are derived on Evans Exhibit No. 2


Demand Side Management Rate Derivation

DSM Revenue Requirement

Evans Exh

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Evans Exhibit No. 8

Page 1 of 1

Residential Adjustment Factor

1 Billed kWh (12ME 3/31/11) Per Books 2,361,711,406

2 Billed RECD kWh (12ME 3/31/11) Per Books 377,603,054 (a)

3 RECD kWh Percent of Total Billed Line 2 / Line 1 15.9885%

4 RECD Discount Percentage RECD Discount 5.0000% (b)

5 RECD Impact (Weighted Discount) Line 3 x Line 4 0.7994% (d)

6 Uncollectable Estimate for Forecast Period W/P B-6 0.7019% (c)

7 Residential Adjustment Factor for Rate Period Line 5 + Line 6 1.5013% (d)

General Service Adjustment Factor


9 General Service Adjustment Factor for Rate Period Line 8 0.0593% (d)

Notes:

(a) Energy billed and discounted pursuant to Residential Energy Conservation Discount, Rider RECD-2B.

(b) Five-percent discount provided under Residential Energy Conservation Discount, Rider RECD-2B.

(c) Estimated incremental level of uncollectables associated with DSM/EE billings.

(d) Estimated impacts of uncollectable and RECD related discounts will be trued up to actual amounts.


EE/DSM Billing Rate - July 2011 through June 2012

Revenue Adjustment Factors

Evans Exhibit No. 9

Page 1 of 1

SC Rate Class

Total EE

Rate

Total DSM

Rate

Total

DSM/EE

Rate

RECD &

Uncollectible

Adjustment

DSM/EE

Rate(1) (2) (3) (4) (5)

Residential 0.001710$ $0.001254 0.002964$ $0.000045 $0.00301

General Service 0.000732 0.000654 0.001386 0.000001 $0.00139

Lighting 0.000000 0.000000 0.000000 0.000000 $0.00000

SC Rate Class

DSM/EE

Billing Rate(8)

Residential $0.00301 $0.00001 $0.00302

General Service 0.00140

Lighting 0.00000

NOTES:

(1) Total EE Rate is derived in Evans Exhibit No. 6, column (10).

(2) Total DSM Rate is derived in Evans Exhibit No. 7, column (10).

(3) Total DSM/EE Rate is sum of columns (1) and (2 ).

(4) Adjustment factors derived in Evans Exhibit No. 8 applied to column (3)

(5) DSM/EE Rate is derived from the sum of columns (3) and (4) and rounded to 5 decimal points..

(6) DSM/EE Billing Rate from column (5)

(7) Calculated Gross Receipts Tax and Regulatory Fee at the combined rate of 0.45151% on column (6)

(8) DSM/EE Billing Rate is derived from the sum of columns (6) and (7) and rounded to 5 decimal points.



All rates are shown in dollars per kWh

Rates Including SC Gross Receipts Taxes at 0.30% and Regulatory Fee at 0.15151%

0.00001

0.00000

DSM/EE Rate (net of GRT and Regulatory Fee)

Gross Receipts Tax and

Regulatory Fee Adjustment(6) (7)

Rates Net of South Carolina Gross Receipts Taxes (GRT) and Regulatory Fee

0.00139

0.00000

PEC Exhibit No. 1 Workpapers

PROGRESS ENERGY CAROLINAS, INC

Demand Side Management and Energy Efficiency Programs

Workpapers

SC Docket No: 2010 -___- E

Workpapers Section A – Cost Summary & Rate Development

(Exhibits)



Capitalized

O&M and

A&G

Current Period

Amortization

Prior Period

Amortization

DSDR Capital

Costs

Income Taxes

on DSDR

Capital Costs

DSDR

Property

Taxes

DSDR

Depreciation

Carrying Costs

Net of Taxes

Income Taxes

on Carrying

Cost

Rev Reqmt

Before PPI &

NLR

Net Lost

Revenue PPI

Total Revenue

Requirement

April 2010 through March 2011 (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16)



1 CIG DR Per Books 158,098$ -$ 158,098$ 15,810$ 8,275$ -$ -$ 24,085$ 685$ 9,212$ 33,982$

2 EnergyWise Per Books 1,384,322 - 1,384,322 138,432 109,897 - - 248,329 1,292 85,800 335,421

3 Total DSM Σ Lines 1 thru 2 1,542,420$ -$ 1,542,420$ 154,242$ 118,172$ -$ -$ 272,414$ 1,977$ 95,013$ 369,403$

4 DSM Assigned to A&G Cost Per Books 119,294 119,294 11,929 24,926 120,579 45,146 202,580 - - 202,580

5 Total DSM and Assigned Cost Σ Lines 3 thru 4 1,542,420$ 119,294$ 1,661,714$ 166,171$ 143,098$ 120,579$ 45,146$ 474,994$ 1,977$ 95,013$ 571,983$


6 Res Home Advantage Per Books 184,768$ -$ 184,768$ 18,477$ 19,691$ -$ -$ 38,168$ 20,832$ 6,888$ 65,889$

7 Res Home Energy Improvem't Per Books 1,222,405 - 1,222,405 122,241 69,704 - - 191,945 45,485 16,429 253,859

8 Residential Low Income Per Books 294,637 - 294,637 29,464 12,735 - - 42,199 32,411 - 74,610

9 CIG Energy Efficiency Per Books 1,074,827 - 1,074,827 107,483 83,626 - - 191,109 307,764 129,771 628,644

10 Solar Hot Water Pilot Per Books 29,055 - 29,055 2,906 2,295 - - 5,201 - - 5,201

11 Residential Lighting1Per Books 970,544 - 970,544 194,109 35,481 - - 229,590 512,739 76,778 819,106

12 Res Appliance Recycling Per Books 202,421 - 202,421 20,242 1,320 - - 21,562 21,881 3,849 47,292

13 Res EE Benchmarking1Per Books 22,114 22,114 22,114 - - - 22,114 - - 22,114

14 Home Depot CFL Per Books - - - - 2,140 - - 2,140 23,977 10,473 36,590

15 Total EE Σ Lines 6 thru 14 4,000,771$ -$ 4,000,771$ 517,036$ 226,992$ -$ -$ 744,028$ 965,089$ 244,188$ 1,953,305$

16 EE Assigned A&G and Carrying Cost Per Books 234,262 234,262 23,426 42,885 236,659 88,730 391,700 - - 391,700

17 Total EE and Assigned Cost Σ Lines 15 thru 16 4,000,771$ 234,262$ 4,235,033$ 540,462$ 269,877$ 236,659$ 88,730$ 1,135,728$ 965,089$ 244,188$ 2,345,005$


18 DSDR Program Per Books 731,264$ 62,617$ -$ 793,881$ 79,388$ 90,053$ 794,279$ 291,422$ 105,694$ 515,874$ 92,175$ 34,450$ 2,003,335$ -$ -$ 2,003,335$

19 DSDR A&G and Carrying Cost Per Books 3,504 3,504 350 41,856 42,206 - - 42,206

20 Total DSDR and Assigned Cost Σ Lines 18 thru 19 731,264$ 62,617$ 3,504$ 797,385$ 79,738$ 131,909$ 794,279$ 291,422$ 105,694$ 515,874$ 92,175$ 34,450$ 2,045,541$ -$ -$ 2,045,541$

21 Test Period Totals Lines 5 + 17 + 20 6,274,455$ 62,617$ 357,060$ 6,694,132$ 786,371$ 544,884$ 794,279$ 291,422$ 105,694$ 515,874$ 449,413$ 168,326$ 3,656,263$ 967,065$ 339,201$ 4,962,529$


A. Test PeriodSOUTH CAROLINA JURISDICTIONALLY ALLOCATED RETAIL COSTS ONLY

Evans Exh

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o. 1

Page 1

of 2

W/P D-2

W/P D-1



Capitalized

O&M and

A&G

Current Period

Amortization

Prior Period

Amortization

DSDR Capital

Costs

Income Taxes

on DSDR

Capital Costs

DSDR

Property

Taxes

DSDR

Depreciation

Carrying Costs

Net of Taxes

Income Taxes

on Carrying

Cost

Rev Reqmt

Before PPI &

NLR

Net Lost

Revenue PPI

Total Revenue

Requirement

July 2011 through June 2012 (1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15) (16)



1 CIG DR Per Forecast 359,923$ - 359,923$ 35,992$ 24,085 -$ -$ 60,077$ -$ 27,992$ 88,069$

2 EnergyWise Per Forecast 1,630,393 - 1,630,393 163,039 248,329 - - 411,368 - 148,232 559,600

3 Total DSM Σ Lines 1 thru 2 1,990,316$ -$ 1,990,316$ 199,031$ 272,414$ -$ -$ 471,445$ -$ 176,224$ 647,669$

4 DSM Assigned to A&G Cost Per Books 128,462 128,462 12,846 36,855$ 238,449 93,272 381,422 - - 381,422

5 Total DSM and Assigned Cost Σ Lines 3 thru 4 1,990,316$ 128,462$ 2,118,778$ 211,877$ 309,269$ 238,449$ 93,272$ 852,867$ -$ 176,224$ 1,029,091$


6 Res Home Advantage Per Forecast 237,832$ -$ 237,832$ 23,783 38,168 -$ -$ 61,951$ 53,371$ 17,464$ 132,786

7 Res Home Energy Improvem't Per Forecast 1,102,843 - 1,102,843 110,284 191,945 - - 302,229 120,129 35,407 457,765

8 Residential Low Income Per Forecast 284,385 - 284,385 28,439 42,199 - - 70,638 77,886 - 148,524

9 CIG Energy Efficiency Per Forecast 1,164,301 - 1,164,301 116,430 191,109 - - 307,539 675,499 273,869 1,256,908

10 Solar Hot Water Pilot Per Forecast 1,410 - 1,410 141 5,201 - - 5,342 - - 5,342

11 Residential Lighting1Per Forecast 869,197 - 869,197 173,839 229,590 - - 403,429 1,279,297 158,380 1,841,106

12 Res Appliance Recycling Per Forecast 276,456 - 276,456 27,646 21,562 - - 49,208 88,693 9,971 147,872

13 Res EE Benchmarking1Per Forecast 135,308 - 135,308 135,308 - - - 135,308 120,550 1,448 257,307

14 Home Depot CFL Per Forecast - - - - 2,140 - - 2,140 - 10,473 12,613

15 Total EE Σ Lines 6 thru 14 4,071,732$ -$ 4,071,732$ 615,870$ 721,914$ -$ -$ 1,337,784$ 2,415,426$ 507,012$ 4,260,223$

16 EE Assigned to A&G Cost Per Books 252,257 252,257 25,226 66,311 484,189 189,396 765,122 - 765,122

17 Total EE and Assigned Cost Σ Lines 15 thru 16 4,071,732$ 252,257$ 4,323,989$ 641,096$ 788,225$ 484,189$ 189,396$ 2,102,906$ 2,415,426$ 507,012$ 5,025,345$


18 DSDR Program Per Forecast 1,182,331$ 109,562$ -$ 1,291,893$ 129,189$ 169,441 1,285,434$ 650,668$ 236,206$ 905,006$ 147,665$ 57,761$ 3,581,370$ -$ -$ 3,581,370$

19 DSDR Assigned to A&G Cost Per Forecast - - - 42,206 42,206 - - 42,206

20 Total DSDR and Assigned Cost Σ Lines 18 thru 19 1,182,331$ 109,562$ -$ 1,291,893$ 129,189$ 211,647$ 1,285,434$ 650,668$ 236,206$ 905,006$ 147,665$ 57,761$ 3,623,576$ -$ -$ 3,623,576$

21 Rate Period Totals Lines 5 + 17 + 20 7,244,379$ 109,562$ 380,719$ 7,734,660$ 982,162$ 1,309,141$ 1,285,434$ 650,668$ 236,206$ 905,006$ 870,303$ 340,429$ 6,579,349$ 2,415,426$ 683,237$ 9,678,012$


B. Rate Period

SOUTH CAROLINA JURISDICTIONALLY ALLOCATED RETAIL COSTS ONLY

Evans Exh

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o. 1

Page 2

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Evans Exh

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o. 1

W/P D-1

W/P D-2

Evans Exhibit No. 2

Page 1 of 1

Residential General Service Lighting Total

1 Prior Period Recovery Balance at March 31, 2010

2 Energy Efficiency Programs Docket No. 2010-161-E 97,372.65$ (11,730.23)$ -$ 85,642.42$

3 Demand Side Management Programs Docket No. 2010-161-E (53,788.71) (5,123.11) - (58,911.82)

4 DSDR Program Expenses Docket No. 2010-161-E (165,758.90) (139,051.65) - (304,810.55)

5 Balance - Prior (Over) or Under Collection Lines 2 + 3 + 4 (122,174.96)$ (155,904.99)$ -$ (278,079.95)$

6

7 Current Period Cost of Service (4-01 to 3-11)

8 Energy Efficiency Programs Exhibit 1 (Page 1 of 2) 552,919.17$ 191,109.00$ -$ 744,028.17$

9 E E A&G and Carrying Cost Allocation Exhibit 1 (Page 1 of 2) 291,089.03 100,610.97 - 391,700.00

10 E E PPI and Net Lost Revenues Exhibit 1 (Page 1 of 2) 771,742.34 437,534.69 - 1,209,277.03

11 Total Energy Efficiency Cost of Service Lines 8 + 9 + 10 1,615,750.54$ 729,254.66$ -$ 2,345,005.20$

12

13 Demand Side Management Programs Exhibit 1 (Page 1 of 2) 248,329.00$ 24,085.00$ -$ 272,414.00$

14 DSM A&G and Carrying Cost Allocation Exhibit 1 (Page 1 of 2) 184,669.25 17,910.75 - 202,580.00

15 DSM PPI and Net Lost Revenues Exhibit 1 (Page 1 of 2) 87,092.37 9,896.73 - 96,989.10

16 Total DSM Cost of Service Lines 13 + 14 + 15 520,090.62 51,892.48 - 571,983.10

17

18 DSDR Program Exhibit 1 (Page 1 of 2) 1,228,548.62$ 774,786.38$ -$ 2,003,335.00$

19 DSDR A&G and Carrying Cost Allocation Exhibit 1 (Page 1 of 2) 25,882.90 16,323.10 - 42,206.00

20 DSDR Net Lost Revenues Exhibit 1 (Page 1 of 2) - - -

21 Total DSDR Cost of Service Lines 18 + 19 + 20 1,254,431.52$ 791,109.48$ -$ 2,045,541.00$

22

23 Cost of Service for 12 ME 3-31-11 Line 11 + Line 16 + Line 21 3,390,272.68$ 1,572,256.62$ -$ 4,962,529.30$

24

25 Cost of Service & Prior Bal at March 31, 2011

26 Energy Efficiency Programs Line 2 + Line 11 1,713,123.19$ 717,524.43$ -$ 2,430,647.62$

27 Demand Side Management Programs Line 3 + Line 16 466,301.90 46,769.37 - 513,071.27

28 DSDR Program Line 4 + Line 12 1,088,672.63 652,057.83 - 1,740,730.45

29 Total Net COS Before Revenue Offsets Lines 26 + 27 + 28 3,268,097.72$ 1,416,351.63$ -$ 4,684,449.35$

30

31 Actual Revenue (4-10 to 3-11)

32 EE Revenue Per Books see W/P R-2 1,643,973.36$ 660,036.68$ -$ 2,304,010.04$

33 DSM Revenue Per Books see W/P R-2 492,101.87 76,716.07 - 568,817.94

34 DSDR Revenue Per Books see W/P R-2 1,497,257.65 827,158.43 - 2,324,416.08

35 Total Test Period Revenue (4-10 to 3-11) Lines 32 + 33 + 34 3,633,332.88$ 1,563,911.18$ -$ 5,197,244.06$

36

37 Adjustments

38 Vintage 2009 Res HEIP M&V PPI True-Up See W/P D-5 (7,469.84)$ -$ -$ (7,469.84)$

39 Uncollectible - Energy Efficiency See W/P B-6 1,006.11 (130.69) - 875.42

40 Uncollectible - Demand Side Management See W/P B-6 301.17 (15.19) - 285.98

41 Uncollectible - DSDR See W/P B-6 916.32 (163.78) - 752.54

42 Total Adjustments Lines 38 + 39 + 40 + 41 (5,246.24)$ (309.66)$ -$ (5,555.90)$

43

44 Revenue Requirement at March 31, 2010

45 EE Portion of Revenue Requirement Lines 26 - 32 + 38 + 39 62,686.10$ 57,357.06$ -$ 120,043.16$

46

47 DSM Portion of Revenue Requirement Lines 27 - 33 + 40 (25,498.80)$ (29,961.89)$ -$ (55,460.69)$

48 DSDR Portion of Revenue Requirement Lines 28 - 34 + 41 (407,668.70) (175,264.38) - (582,933.09)

49 Total DSM/DSDR Portion of Revenue Rqmt Lines 47 + 48 (433,167.50)$ (205,226.27)$ -$ (638,393.77)$

50

51 Total Net Test Period Revenue Requirement Line 45 + Line 49 (370,481.40)$ (147,869.21)$ -$ (518,350.61)$

52 Forecasted Rate Period Revenue Requirement Exhibit 2 (Page 2 of 2) 9,678,011.92

53 Referenced Rate Period Recovery Level Lines 51 + 52 9,159,661.30$

PROGRESS ENERGY CAROLINAS, INC.Determination of Net Revenue Requirement for Test Period

Evans Exhibit No. 3

Page 1 of 1

Rate Class Opt-Out KWHs (1)

Residential 0

General Service 2,283,226,881

Lighting 2,942,406

Total Estimated Opt-Out Sales 2,286,169,287

NOTES:

(1) Opt-Out kWh estimates are based on actual opt-out quantities occurring during the twelve-month

period ending March 31, 2011.


Annual DSM/EE Opt-Out Sales Estimate for SC Customers

Annual Sales for the Year Ended June, 2012

Evans Exhibit No. 4

Page 1 of 1


Energy Allocation Factors - Applicable to EE Program Costs

South Carolina Rate Class Energy Allocation Factors

Rate Class

Total SC Rate Class

Sales (MWhrs) (1)

Opt-Out Sales(2)

Adjusted SC Rate

Class MWHr Sales

Rate Class Energy

Allocation Factor(1) (2) (3) = (1) - (2) (4) = (3) / SC Total in Column 3

Residential 2,137,681 0 2,137,681 50.13%

General Service 4,319,688 2,283,227 2,036,461 47.76%

Lighting 92,921 2,942 89,978 2.11%

SC Retail 6,550,290 2,286,169 4,264,121 100.00%

NOTES:



Evans Exhibit No. 5

Page 1 of 1


Demand Allocation Factors - Applicable to DSM Programs

South Carolina Rate Class Demand Allocation Factors

Rate Class

Total SC Rate

Class Sales (1)

Sales Subject to

Opt-Out (2)

Rate Class

Demand (3)

Revised Rate

Class Demand

Rate Class Allocation

Factor(1) (2) (3) (4) = ((1 - 2) / 1) * 3 (5) = (4)/Total of Column 4

Residential 2,137,681 0 519,138 519,138 61.32517%

General Service 4,319,688 2,283,227 694,463 327,395 38.67483%

Lighting 92,921 2,942 0 0 0.00000%

SC Retail 6,550,290 2,286,169 1,213,601 846,534 100.00000%

NOTES:



(3) The CP demands are based on the 2010 Coincident Peak occurring on August 11 during the hour ended at 5 P.M.

SC Rate Class

Adjusted SC

Rate Class kWHr

Sales (1)

Rate Class

Energy

Allocation

Factor (2)

Residential

Programs(3)

CIG Programs(4)

Common

Programs

Allocated A&G

Costs(5)

Allocated Carrying

Costs(5)

Net Test Period

Revenue

Requirement(6)

Total of Allocated

Costs Total EE Rate(1) (2) (3) (4) (5) (6) (7) (8) (9) = Σ (3 thru 8) (10) = (9) / (1)

Residential 2,137,681,477 50.13% $3,003,315 $0 $0 $70,494 $518,737 $62,686 $3,655,232 $0.001710

General Service 2,036,460,918 47.76% $0 $1,256,908 $0 $21,043 $154,848 $57,357 $1,490,156 $0.000732

Lighting 89,978,436 2.11% $0 $0 $0 $0 $0 $0 $0 $0.000000

SC Retail 4,264,120,831 100% $3,003,315 $1,256,908 $0 $91,537 $673,585 $120,043 $5,145,388 $0.001207

NOTES:


(2) Rate Class Energy Allocation Factor is derived in Evans Exhibit No. 4, column (4).

(3) CFL Pilot, Solar Water Heating Pilot, EE Benchmarking, Res. HEIP, Res. Lighting, Appliance Recycling, Res. Home Advantage and Low Income Program costs are allocated solely to Residential Class.

(4) CIG Energy Efficiency costs are allocated solely to General Service Class.

(5) A&G and Carrying Costs are allocated on the basis of revenue requirements (excluding incentives).

(6) Net Energy Efficiency Revenue Requirements are derived on Evans Exhibit No. 2


Energy Efficiency Rate Derivation

EE Revenue Requirements

Evans Exh

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Page 1

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SC Rate Class

Adjusted SC

Rate Class

kWHr Sales (1)

Rate Class

Demand

Allocation

Factor(2)

Residential

Programs(3)

CIG

Programs(4)

DSDR(5)

Non-DSDR

Assigned

A&G and

Carrying

Costs(6)

DSDR

Assigned

A&G and

Carrying

Costs(5)

Net Test Period

Revenue

Requirement(7)

Total of

Allocated

Costs

Total DSM

Rate(1) (2) (3) (4) (5) (6) (7) (8) (9) = Σ (3 thru 8) (10) = (9) / (1)

Residential 2,137,681,477 61.33% $559,600 $0 $2,070,303 $332,817 $151,861 -$433,168 $2,681,413 $0.001254

General Service 2,036,460,918 38.67% $0 $88,069 $1,305,641 $48,605 $95,771 -$205,226 $1,332,860 $0.000654

Lighting 89,978,436 0.00% $0 $0 $0 $0 $0 $0 $0 $0.000000

SC Retail 4,264,120,831 100.00% $559,600 $88,069 $3,375,944 $381,422 $247,632 -$638,394 $4,014,273 $0.000941

NOTES:


(2) Rate Class Demand Allocation Factor is derived in Evans Exhibit No. 5, column (5).

(3) EnergyWise costs are directly assigned solely to Residential Rate Class.

(4) CIG DR Program costs are directly assigned solely to General Service Class.

(5) DSDR Costs and assigned A&G and carrying costs are allocated using Rate Class Demand Allocation Factor from column (2).

(6) Non-DSDR A&G and Carrying Costs are allocated on the basis of revenue requirements (before adjustment for incentives) assigned in columns (3) and (4).

(7) Net DSM Revenue Requirements are derived on Evans Exhibit No. 2


Demand Side Management Rate Derivation

DSM Revenue Requirement

Evans Exh

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Page 1

of 1

Evans Exhibit No. 8

Page 1 of 1

Residential Adjustment Factor

1 Billed kWh (12ME 3/31/11) Per Books 2,361,711,406

2 Billed RECD kWh (12ME 3/31/11) Per Books 377,603,054 (a)

3 RECD kWh Percent of Total Billed Line 2 / Line 1 15.9885%

4 RECD Discount Percentage RECD Discount 5.0000% (b)

5 RECD Impact (Weighted Discount) Line 3 x Line 4 0.7994% (d)


7 Residential Adjustment Factor for Rate Period Line 5 + Line 6 1.5013% (d)

General Service Adjustment Factor


9 General Service Adjustment Factor for Rate Period Line 8 0.0593% (d)

Notes:

(a) Energy billed and discounted pursuant to Residential Energy Conservation Discount, Rider RECD-2B.

(b) Five-percent discount provided under Residential Energy Conservation Discount, Rider RECD-2B.

(c) Estimated incremental level of uncollectables associated with DSM/EE billings.

(d) Estimated impacts of uncollectable and RECD related discounts will be trued up to actual amounts.



Revenue Adjustment Factors

Evans Exhibit No. 9

Page 1 of 1

SC Rate Class

Total EE

Rate

Total DSM

Rate

Total

DSM/EE

Rate

RECD &

Uncollectible

Adjustment

DSM/EE

Rate(1) (2) (3) (4) (5)

Residential 0.001710$ $0.001254 0.002964$ $0.000045 $0.00301

General Service 0.000732 0.000654 0.001386 0.000001 $0.00139

Lighting 0.000000 0.000000 0.000000 0.000000 $0.00000

SC Rate Class

DSM/EE

Billing Rate(8)

Residential $0.00301 $0.00001 $0.00302

General Service 0.00140

Lighting 0.00000

NOTES:

(1) Total EE Rate is derived in Evans Exhibit No. 6, column (10).

(2) Total DSM Rate is derived in Evans Exhibit No. 7, column (10).

(3) Total DSM/EE Rate is sum of columns (1) and (2 ).

(4) Adjustment factors derived in Evans Exhibit No. 8 applied to column (3)

(5) DSM/EE Rate is derived from the sum of columns (3) and (4) and rounded to 5 decimal points..

(6) DSM/EE Billing Rate from column (5)

(7) Calculated Gross Receipts Tax and Regulatory Fee at the combined rate of 0.45151% on column (6)

(8) DSM/EE Billing Rate is derived from the sum of columns (6) and (7) and rounded to 5 decimal points.



All rates are shown in dollars per kWh

Rates Including SC Gross Receipts Taxes at 0.30% and Regulatory Fee at 0.15151%

0.00001

0.00000

DSM/EE Rate (net of GRT and Regulatory Fee)

Gross Receipts Tax and

Regulatory Fee Adjustment(6) (7)

Rates Net of South Carolina Gross Receipts Taxes (GRT) and Regulatory Fee

0.00139

0.00000

Workpapers Section B – Allocation Factor and Revenue

Adjustment Factor Development

W/P B

NC SC NC SC

A. Allocation Factors

1 May-08 to Apr-09 Calendar 2007 Analysis 1 86.73% 13.27% 84.81% 15.19%




B. Custom Period Factors

Calendar Year 20104

5 Jan-10 to Dec-10 Line 2 x + Line 3 x 85.98% 14.02% 85.29% 14.71%

Calendar Year 20114

6 Jan-11 to Dec-11 Line 3 x + Line 4 x 86.29% 13.71% 85.49% 14.51%

Notes:1 Allocation Factors values from Docket 2009-191-E

2 Allocation Factors values from Docket 2010-161-E

3 Allocation Factors values from W/P B-5A

4 Employed in the allocation of Utility Cost Test (UCT) results for PPI determination.

DSM EE


Allocation Factor Summary

WP B-1

Residential General Service

General Service

Estimated

Opt-Out

Net General

Service Lighting

Lighting

Estimated Opt-

Out Net Lighting Total

Total

Net of Estimated

Opt-Out

(a) (b) (c) (d) = (b) - (c) (e) (f) (g) = (e) - (f) (h) = (a)+(b)+(e) (i) = (a)+(d)+(g)

Jul-11 219,653,540 382,748,053 213,670,517 169,077,536 7,565,141 243,152 7,321,989 609,966,734 396,053,065

Aug-11 220,302,368 416,280,453 204,332,767 211,947,686 7,885,737 236,935 7,648,802 644,468,558 439,898,856

Sep-11 180,379,487 398,658,271 202,641,307 196,016,964 7,774,710 245,218 7,529,492 586,812,468 383,925,943

Oct-11 129,397,957 379,343,314 198,233,382 181,109,932 7,720,081 240,283 7,479,798 516,461,352 317,987,687

Nov-11 129,752,190 333,561,501 217,144,706 116,416,795 7,902,697 243,006 7,659,691 471,216,388 253,828,676

Dec-11 203,718,630 314,704,762 142,665,444 172,039,318 7,922,278 238,352 7,683,926 526,345,670 383,441,874

Jan-12 260,278,935 329,286,518 213,158,431 116,128,087 8,037,313 257,652 7,779,661 597,602,766 384,186,683

Feb-12 192,266,917 333,161,259 177,236,643 155,924,616 7,072,456 255,390 6,817,066 532,500,632 355,008,599

Mar-12 164,566,564 335,173,136 137,772,130 197,401,006 7,241,812 252,962 6,988,850 506,981,512 368,956,420

Apr-12 125,176,588 358,927,555 197,081,842 161,845,713 7,712,667 243,152 7,469,515 491,816,810 294,491,816

May-12 126,092,214 365,286,870 175,320,452 189,966,418 8,127,663 224,462 7,903,201 499,506,747 323,961,833

Jun-12 186,096,087 372,556,107 203,969,260 168,586,847 7,958,287 261,842 7,696,445 566,610,481 362,379,379

2,137,681,477 4,319,687,799 2,283,226,881 2,036,460,918 92,920,842 2,942,406 89,978,436 6,550,290,118 4,264,120,831

Source: W/P R-3 Source: W/P R-3

Projected SC Sales Values

Progress Energy Carolinas, Inc.

WP B-5A

Production Production1

Energy Summer CPRate Schedule (kWh) (KW)

(1) (2) (3)

NC RES 17,696,889,372 3,873,788 NC SGS 2,071,983,378 437,690 NC SGT (SGS) 659,699,647 120,756 NC SGT (MGS) 8,259,791,641 1,525,068 NC MGS 2,830,557,745 522,642 NC SI 60,965,347 15,299 NC LGS 1,102,761,245 184,889 NC LGS-TOU 2,240,761,476 347,493 NC LGS-RTP 5,634,454,875 743,080 NC TSS 10,703,645 1,216 NC ALS 335,307,002 - NC SLS 132,940,684 - NC SFLS 1,601,513 -

Total NC 41,038,417,571 85.53% 7,771,920 86.49%

PROGRESS ENERGY CAROLINAS, INC.Energy & Summer Production Demand Allocation Factors

From Calendar 2010 Analysis

SC RES 2,563,563,194 519,138 SC SGS 327,157,701 66,933 SC SGT (SGS) 93,812,444 15,977 SC SGT (MGS) 1,112,428,878 191,899 SC MGS 575,697,316 99,141 SC SI 19,964,449 2,789 SC LGS 697,978,703 110,119 SC LGS-TOU 1,084,454,286 150,821 SC LGS-RTP 368,327,494 56,708 SC TSS 690,507 76 SC ALS 79,289,937 - SC SLS 18,381,951 - SC SFLS 221,547 -

Total SC 6,941,968,407 14.47% 1,213,601 13.51%

Total System 47,980,385,978 100.00% 8,985,521 100.00%

1 Based on Summer Coincident Peak event on August 11, 2010 during hour ending 1700 EDT.

To W/PB

To W/PB

W/P B-5BPROGRESS ENERGY CAROLINAS, INC.

Summer Coincident Peak Production Demand Allocation FactorsCalendar 2010 - South Carolina Retail

Summer CP Summer CP SCDemand Demand Rate Class

Rate Schedule (KW)1 Rate Class (KW) Ratio(1) (2) (3) (4) (5)

SC RES 519,138 Residential 519,138 42.78%SC SGS 66,933 Small General Service 67,009 5.52%SC SGT (SGS) 15,977 Medium General Service 309,805 25.53%SC SGT (MGS) 191,899 Large General Service 317,648 26.17%SC MGS 99,141 Lighting 0 0.00%SC SI 2,789SC LGS 110,119 SC Retail 1,213,601 100.00%SC LGS-TOU 150,821SC LGS-RTP 56 708SC LGS-RTP 56,708SC TSS 76 DSM/EE Rate ClassesSC ALS 0 Residential 519,138 42.78%SC SLS 0 General Service 694,463 57.22%SC SFLS 0 Lighting 0 0.00%

SC Retail 1,213,601 SC Retail 1,213,601 100.00%

1 Summer Conicident Peak values from W/P 5A

WP B-6

Residential

1 Sales (kWh) Per Books 2,429,333,251

2 Uncollectibles (kWh) WP B-7 17,052,420

3 Percentage Line 2 / Line 1 0.7019%

4 Estimated Residential Uncollectible Percentage Docket No. 2010-161-E, Exh 8 0.6407%

5 Variation from Estimate Line 3 - Line 4 0.0612%

6 SC Residential DSM/EE Billings WP R-2, Line 52 3,633,332.88$

7 SC Uncollectible DSM/EE Undercollection Line 5 x Line 6 2,223.60$

Revenue %s Rev %s x Line 7

8 Energy Efficiency (Evans Exhibit No. 2) 45.25% 1,006.11$

9 Demand Side Mgt (Evans Exhibit No. 2) 13.54% 301.17$

10 DSDR (Evans Exhibit No. 2) 41.21% 916.32

11 Check Total 100.00% 2,223.60$

General Service (net of Opt-Outs)

1 Sales (kWh) WP R-3, Line 13 1,806,894,041

2 Uncollectibles (kWh) WP B-7 1,071,056

3 Percentage Line 2 / Line 1 0.0593%

4 Estimated Gen Svc Uncollectible Percentage Docket No. 2010-161-E, Exh 8 0.0791%

5 Variation from Estimate Line 3 - Line 4 -0.0198%

6 SC Residential Gen Svc DSM/EE Billings WP R-2, Line 52 1,563,911.18$

7 SC DSM/EE Uncollectible Overcollection Line 5 x Line 6 (309.65)$

Revenue %s Rev %s x Line 7

8 Energy Efficiency (Evans Exhibit No. 2) 42.20% (130.69)$

9 Demand Side Mgt (Evans Exhibit No. 2) 4.91% (15.19)

10 DSDR (Evans Exhibit No. 2) 52.89% (163.78)

11 Check Total 100.00% (309.65)$

Progress Energy Carolinas, Inc.South Carolina Uncollectible Data and Adjustment

WP B‐7

Progress Energy Carolinas ‐ Uncollectible Revenue StatisticsShown by usage month ‐ not month of accounting event South Carolina Accounts

Charged Off 04/09 ‐ 03/10Billing Month (Three Month Lag)

Residential ServiceMonth Uncollectible Rev Uncollectible Usage Recovered Rev Recovered Usage Total Charge ‐ Offs ($) Total Charge‐Offs (KWH)January‐10 $240,622.14 2,621,036 $21,871.32 238,239 $218,750.82 2,382,797 February‐10 $244,969.37 2,635,528 $15,002.13 161,402 $229,967.24 2,474,126 March‐10 $250,627.42 2,739,511 $31,304.12 342,173 $219,323.30 2,397,338 April‐10 $135,646.36 1,381,536 $26,048.57 265,300 $109,597.79 1,116,236 May‐10 $85,286.06 853,226 $13,816.58 138,225 $71,469.48 715,001 June‐10 $112,283.37 1,172,423 $17,784.17 185,696 $94,499.20 986,727 July‐10 $169,138.03 1,740,115 $11,994.87 123,405 $157,143.16 1,616,710

August‐10 $208,772.13 2,139,487 $15,828.87 162,214 $192,943.26 1,977,273 September‐10 $175,997.99 1,788,443 $17,838.38 181,269 $158,159.61 1,607,174

October‐10 $106,381.52 1,064,061 $15,358.94 153,625 $91,022.58 910,436 November‐10 $50,937.59 519,982 $5,445.08 55,585 $45,492.51 464,397 December‐10 $41,389.57 445,683 $3,852.08 41,479 $37,537.49 404,204

$1,625,906.44 17,052,420

General Service (Does not Include Opt‐Out Customers)Month Uncollectible Rev Uncollectible Usage Recovered Rev Recovered Usage Total Charge ‐ Offs ($) Total Charge‐Offs (KWH)January‐10 $17,625.83 187,007 $4,295.78 45,577 $13,330.05 141,430 F b 10 $16 699 23 177 788 $851 32 9 064 $15 847 91 168 724February‐10 $16,699.23 177,788 $851.32 9,064 $15,847.91 168,724 March‐10 $18,633.99 201,706 $1,920.62 20,790 $16,713.37 180,916 April‐10 $9,906.74 99,729 $2,323.93 23,395 $7,582.81 76,334 May‐10 $7,936.69 87,133 $2,240.18 24,594 $5,696.51 62,539 June‐10 $5,345.43 53,842 $467.96 4,714 $4,877.47 49,128 July‐10 $9,283.12 93,035 $750.60 7,522 $8,532.52 85,513

August‐10 $8,745.62 87,555 $757.71 7,586 $7,987.91 79,969 September‐10 $15,713.23 171,084 $6,369.60 69,352 $9,343.63 101,732

October‐10 $7,929.53 71,844 $638.08 5,781 $7,291.45 66,063 November‐10 $6,296.71 74,870 $3,050.51 36,271 $3,246.20 38,599 December‐10 $2,687.72 27,608 $729.75 7,496 $1,957.97 20,112

$102,407.80 1,071,056

Workpapers

Section D – Determination of Utility Incentives

WP D-1

2010 VintageCIG DR EnergyWiseTM

Residential

Home Advantage

Residential

Home Energy

Improvement

Residential

Lighting Program

Residential

Appliance

Recycling

Residential

Benchmarking

CIG Energy

Efficiency

1 Present Value of Avoided Costs W/P D-1D 10,564,429$ 57,278,141$ 3,059,165$ 12,682,498$ 32,448,359$ 2,336,853$ -$ 39,796,763$

2 Present Value of Program Costs W/P D-1A 5,260,821 20,209,855 1,080,571 7,756,442 6,517,118 1,036,855 65,026 6,239,359

3 Net Program Benefits 5,303,608$ 37,068,286$ 1,978,594$ 4,926,057$ 25,931,241$ 1,299,998$ -$ 33,557,404$

4 SC Allocation Factor W/P B 14.02% 14.02% 14.71% 14.71% 14.71% 14.71% 14.71% 14.71%

5 SC Allocated Utility Cost Test Lines 3 X 4 743,566$ 5,196,974$ 290,985$ 724,459$ 3,813,621$ 191,186$ -$ 4,935,176$

6 DSM Program Incentive at 8% Lines 5 X 8% 59,485$ 415,758$

7 EE Program Incentive at 13% Lines 5 X 13% 37,828$ 94,180$ 495,771$ 24,854$ -$ 641,573$

8 Program Performance Incentive (PPI) Lines 6 + 7 59,485$ 415,758$ 37,828$ 94,180$ 495,771$ 24,854$ -$ 641,573$

9 Income Tax Rate W/P D-1C 39.21% 39.21% 39.21% 39.21% 39.21% 39.21% 39.21% 39.21%

10 Income Taxes - (Lines 8 X 9) (23,322)$ (163,000)$ (14,831)$ (36,924)$ (194,370)$ (9,744)$ -$ (251,532)$

11 Net-of-Tax PPI - Total NPV Lines 9 + 10 36,164$ 252,758$ 22,997$ 57,256$ 301,401$ 15,110$ -$ 390,041$

12 Vintage Year 2010 - Year 1 PPILine 11 x 0.088605 x (1 + 0.088605 )

10

(1 + 0.088605 )10

- 1 5,600$ 39,143$ 3,561$ 8,867$ 46,676$ 2,340$ -$ 60,404$

13 Income Tax Gross-Up Factor 1 - Line 9 60.79% 60.79% 60.79% 60.79% 60.79% 60.79% 60.79% 60.79%

14 Adjusted PPI Current Vintage Line 12 / Line 13 9,212$ 64,386$ 5,858$ 14,585$ 76,778$ 3,849$ -$ 99,357$

15 Vintage 2009 PPI Values Docket 2010-161-E -$ 21,414$ 1,030$ 1,844$ -$ -$ -$ 30,414$ (see W/P D-5) ↑

16 PPI Values for Test Period Lines 14 + 15 9,212$ 85,800$ 6,888$ 16,429$ 76,778$ 3,849$ -$ 129,771$

2011 VintageCIG DR EnergyWiseTM

Residential

Home Advantage

Residential

Home Energy

Improvement

Residential

Lighting Program

Residential

Appliance

Recycling

Residential

Benchmarking

CIG Energy

Efficiency

1 Present Value of Avoided Costs W/P D-1E 21,240,848$ 56,793,200$ 5,078,297$ 13,321,999$ 33,844,062$ 3,908,280$ 1,289,059$ 57,424,662$

2 Present Value of Program Costs W/P D-1A 10,184,264 20,037,684 1,458,140 6,825,560 5,909,590 1,812,545 793,212 8,096,584

3 Net Program Benefits 11,056,585$ 36,755,516$ 3,620,158$ 6,496,439$ 27,934,472$ 2,095,735$ 495,847$ 49,328,079$

4 SC Allocation Factor W/P B 13.71% 13.71% 14.51% 14.51% 14.51% 14.51% 14.51% 14.51%

5 SC Allocated Utility Cost Test Lines 3 X 4 1,515,858$ 5,039,181$ 525,285$ 942,633$ 4,053,292$ 304,091$ 71,947$ 7,157,504$

6 DSM Program Incentive at 8% Lines 5 X 8% 121,269$ 403,135$

7 EE Program Incentive at 13% Lines 5 X 13% 68,287$ 122,542$ 526,928$ 39,532$ 9,353$ 930,476$

8 Program Performance Incentive (PPI) Lines 6 + 7 121,269$ 403,135$ 68,287$ 122,542$ 526,928$ 39,532$ 9,353$ 930,476$

9 Income Tax Rate W/P D-1C 39.21% 39.21% 39.21% 39.21% 39.21% 39.21% 39.21% 39.21%

10 Income Taxes - (Lines 8 X 9) (47,544)$ (158,051)$ (26,772)$ (48,043)$ (206,585)$ (15,499)$ (3,667)$ (364,798)$

11 Net-of-Tax PPI - Total NPV Lines 9 + 10 73,725$ 245,084$ 41,515$ 74,499$ 320,343$ 24,033$ 5,686$ 565,678$

12 Vintage Year 2011 - Year 1 PPILine 11 x 0.088605 x (1 + 0.088605 )

10

(1 + 0.088605 )10

- 1 11,417$ 37,955$ 6,429$ 11,537$ 49,610$ 3,722$ 881$ 87,604$

13 Income Tax Gross-Up Factor 1 - Line 9 60.79% 60.79% 60.79% 60.79% 60.79% 60.79% 60.79% 60.79%

14 Adjusted PPI Line 12 / Line 13 18,780$ 62,431$ 10,575$ 18,978$ 81,603$ 6,122$ 1,448$ 144,098$

15 Vintage 2010 PPI Values Line 14 from 2010 Analysis 9,212$ 64,386$ 5,858$ 14,585$ 76,778$ 3,849$ -$ 99,357$

16 Vintage 2009 PPI Values Line 15 from 2010 Analysis - 21,414 1,030 1,844 - - - 30,414

17 PPI Values for Rate Period Lines 14 + 15 + 16 27,992$ 148,232$ 17,464$ 35,407$ 158,380$ 9,971$ 1,448$ 273,869$

Note: PPI level for CFL Pilot Program established in Docket No. 2009-191-E.

Progress Energy Carolinas, Inc.Calculation of Program Performance Incentives

WP D‐1A

AdjustedJan‐10 Feb‐10 Mar‐10 Apr‐10 May‐10 Jun‐10 Jul‐10 Aug‐10 Sep‐10 Oct‐10 Nov‐10 Dec‐10 Adjustments 2010 Totals

CIG DR 39,558 45,055 45,289 53,455 47,084 54,379 107,713 317,865 111,793 85,023 59,089 59,374 4,235,144 D‐1B 5,260,821 EnergyWiseTM 744,133 954,698 981,637 641,052 913,824 791,035 905,404 1,012,281 1,272,208 739,798 475,495 514,858 10,263,431 D‐1B 20,209,855 Residential Home Advantage 66,730 61,004 73,801 87,976 137,955 87,604 104,322 111,339 94,075 96,681 125,470 33,615 1,080,571 Residential Home Energy Improvement 612,613 526,020 522,743 481,717 518,415 684,120 863,812 814,135 771,387 559,710 704,433 697,336 7,756,442 Residential Lighting Program 89,861 293,269 523,984 580,810 725,464 660,748 561,647 557,353 552,179 662,180 452,001 857,621 6,517,118 Residential Appliance Recycling 10,398 8,254 13,778 36,770 104,622 75,978 62,776 113,600 159,335 193,102 120,549 137,693 1,036,855 Residential Benchmarking 0 0 1,150 11,572 8,592 9,404 6,261 6,052 11,738 3,365 1,825 5,068 65,026 CIG Energy Efficiency 431,407 506,009 331,975 770,343 449,493 369,245 444,461 584,975 384,317 748,363 748,623 470,148 6,239,359

AdjustedJan‐11 Feb‐11 Mar‐11 Apr‐11 May‐11 Jun‐11 Jul‐11 Aug‐11 Sep‐11 Oct‐11 Nov‐11 Dec‐11 Adjustments 2011 Totals

CIG DR 60,898 67,075 97,742 110,743 108,311 239,389 513,995 583,162 125,228 121,497 120,928 121,984 7,913,311 D‐1B 10,184,264 EnergyWiseTM 814,282 911,376 831,581 1,186,940 1,092,882 990,100 794,223 791,385 1,183,522 1,225,155 706,914 660,376 8,848,948 D‐1B 20,037,684 Residential Home Advantage 188,914 76,502 119,841 94,794 159,724 91,321 132,608 121,304 140,875 144,904 113,886 73,468 1,458,140 Residential Home Energy Improvement 883,389 758,080 630,288 394,842 453,962 912,408 493,627 592,391 531,109 473,809 427,193 274,462 6,825,560 Residential Lighting Program 134,445 476,955 440,320 597,173 569,903 539,042 474,961 474,961 587,673 582,097 539,042 493,019 5,909,590 Residential Appliance Recycling 46,333 89,902 245,855 193,544 196,720 116,184 134,908 193,804 189,628 152,304 141,184 112,179 1,812,545 Residential Benchmarking 1,721 80,842 3,675 81,501 77,710 77,710 77,710 77,710 81,501 77,710 77,710 77,711 793,212 CIG Energy Efficiency 404,382 1,028,980 945,062 652,301 626,758 626,758 626,758 632,008 657,551 632,008 632,008 632,008 8,096,584

Progress Energy Carolinas, Inc.Calculation of Program Performance Incentives (Costs)

Estimated ValuesActual Values

Actual Values

WP D‐1B

Year Vintage 2010 Vintage 2011 Vintage 2010 Vintage 2011

2011 536,359$ 3 949,121$ ‐$

2012 366,471 751,275 949,121 989,625

2013 366,471 751,275 949,121 989,625

2014 366,471 751,275 949,121 989,625

2015 366,471 751,275 949,121 989,625

2016 366,471 751,275 949,121 989,625

2017 366,471 751,275 949,121 989,625

2018 366,471 751,275 949,121 989,625

2019 366,471 751,275 949,121 989,625

2020 366,471 751,275 949,121 989,625

2021 366,471 751,275 949,121 989,625

2022 366,471 751,275 949,121 989,625

2023 366,471 751,275 949,121 989,625

2024 366,471 751,275 949,121 989,625

2025 366,471 751,275 949,121 989,625

2026 366,471 751,275 949,121 989,625

2027 366,471 751,275 949,121 989,625

2028 366,471 751,275 949,121 989,625

2029 366,471 751,275 949,121 989,625

2030 366,471 751,275 949,121 989,625

2031 366,471 751,275 949,121 989,625

2032 366,471 751,275 949,121 989,625

2033 366,471 751,275 949,121 989,625

2034 366,471 751,275 949,121 989,625

2035 366,471 751,275 949,121 989,625

2036 366,471 751,275 949,121 989,625

2037 366,471 751,275 949,121 989,625

2038 366,471 751,275 949,121 989,625

2039 366,471 751,275 949,121 989,625

Nominal Values 10,797,547$ 21,035,700$ 27,524,516$ 27,709,500$

Net Present Value 4,235,144$ 8,279,782$ 4 10,561,290$ 10,095,928$ 4

Less: V‐2009 Incentives ‐$ ‐$ 297,859$ 297,859$ 5

Less: V‐2010 Incentives ‐ 366,471 6 ‐ 949,121 6

Total Adjustments ‐$ 366,471$ 297,859$ 1,246,980$

Adjusted NPV 4,235,144$ 7,913,311$ 10,263,431$ 8,848,948$

1 Ongoing payments to participant at rate of $45 per kW per year plus 5% M&V Adder.2 Ongoing payments to participant at rate of $25 per year plus 5% M&V Adder.3 Third quarter 2009 program expenses and 2010 participant incentives paid in 2011.4 Discount Rate of 8.03% employed in the determination of net present values.5 Removal of 2009 participant Incentives (w/M&V Adder) associated with Vintage installations (Docket 2010‐161‐E).6 Removal of 2010 participant Incentives (w/M&V Adder) associated with 2010 Vintage installations.

EnergyWise2

Progress Energy Carolinas, Inc.Calculation of Program Performance Incentives (Adjustments)

CIG DR1

WP D‐1C

Progress Energy Carolinas, Inc.SC Calculation Tax and Return Related Input Factors

Net of Tax Pre Tax Component Percent Rate Wgt'd Rate Wgt'd Cost Wgt'd Cost

1 Debt 47.82% x 8.62% = 4.1221% 2.5060% (a) 4.1221%2 Preferred 7.46% x 8.75% = 0.6528% → 0.6528% 1.0737% (b)3 Common 44.72% x 12.75% = 5.7018% → 5.7018% 9.3788% (c)4 Total 100.00% 10.4766% 8.8605% 14.5746%56 After Tax Cost of Debt7 Wgt'd Debt Component 4.1221% ← 4.1221%8 PEC Composite Income Tax Rate x 39.2055% (d)9 Federal Income Tax Amount - 1.6161% ← 1.6161%1011 After Tax Debt Cost Component 2.5060% → 2.5060% (a)1213 Incremental Tax Rate14 Pretax Debt Component 4.1221%15 After-Tax Debt Component 2.5060%16 After Tax Percent of Pretax Amt 60.7945%17 Effective Incremental Tax Rate18 (1 - After Tax Percent of Pretax ) 39.2055% (d)

To W/P D‐1

( ) ( )1920 Pre Tax Cost of Equity21 Wgt'd Common Equity Component 5.7018%22 Wgt'd Preferred Component 0.6528%23 Total Equity 5.7018%24 After Tax Percent of Pretax Amt 60.7945% 60.7945%25 Pre Tax Cost of Equity26 (Pre Tax Cost of Equity / After Tax Percent of Pretax Amt ) 1.0737% (b) 9.3788% (c)272829 Composite Income Tax Rate3031 Jurisdiction32 Federal [35% x (1-Composite State)] 32.7355%33 North Carolina 5.8400%34 South Carolina + 0.6300%

35 PEC Composite Income Tax Rate 39.2055% (d)

W/P D-1D

Page 1 of 7

BENEFITS

(1) (2) (3) (4)

TOTAL AVOIDED AVOIDED

FUEL & O&M T&D CAP. GEN. CAP. TOTAL

SAVINGS COSTS COSTS BENEFITS

YEAR $(000) $(000) $(000) $(000)

2010 3,558 480 517 4,555

2011 3,467 493 527 4,487

2012 4,265 506 538 5,309

2013 3,901 519 549 4,969

2014 5,479 530 560 6,569

2015 7,552 540 571 8,663

2016 6,082 551 582 7,215

2017 0 0 0 0

2018 0 0 0 0

2019 0 0 0 0

2020 0 0 0 0

2021 0 0 0 0

2022 0 0 0 0

2023 0 0 0 0

2024 0 0 0 0

2025 0 0 0 0

2026 0 0 0 0

2027 0 0 0 0

2028 0 0 0 0

2029 0 0 0 0

2030 0 0 0 0

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 34,303 3,620 3,844 41,767

NPV 26,497 2,885 3,066 32,448

Present Value: i=8.03% 32,448,359

PEC Residential Lighting Program - Vintage Year-2010

W/P D-1D

Page 2 of 7

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2010 103 50 53 206

2011 105 51 54 211

2012 115 52 56 223

2013 119 54 57 229

2014 166 55 58 278

2015 169 56 59 284

2016 177 57 60 294

2017 186 58 61 305

2018 199 59 63 320

2019 209 60 64 333

2020 220 62 65 347

2021 229 63 66 358

2022 238 64 68 369

2023 247 65 69 382

2024 259 67 70 396

2025 217 48 51 316

2026 224 49 52 326

2027 232 50 53 335

2028 242 50 53 346

2029 254 51 54 360

2030 0 0 0 0

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 3,910 1,121 1,187 6,218

NPV 1,848 588 623 3,059

Present Value: i=8.03% 3,059,165

PEC Residential Home Advantage - Vintage Year-2010

W/P D-1D

Page 3 of 7

PEC Residential Home Energy Improvement - Vintage Year-2010

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2010 338 374 403 1,115

2011 303 342 366 1,011

2012 335 351 374 1,060

2013 350 361 381 1,092

2014 476 368 389 1,232

2015 452 375 397 1,224

2016 472 383 404 1,259

2017 495 390 413 1,298

2018 534 398 421 1,353

2019 561 406 429 1,397

2020 591 411 434 1,436

2021 614 419 443 1,476

2022 641 428 452 1,520

2023 661 436 461 1,558

2024 695 445 470 1,610

2025 448 249 263 960

2026 465 254 268 987

2027 477 259 274 1,010

2028 282 135 143 560

2029 296 138 146 580

2030 0 0 0 0

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 9,485 6,924 7,330 23,739

NPV 4,802 3,826 4,055 12,682

Present Value: i=8.03% 12,682,498

W/P D-1D

Page 4 of 7

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2010 176 30 33 239

2011 180 31 33 244

2012 196 32 34 262

2013 202 33 35 269

2014 283 33 35 352

2015 300 34 36 370

2016 312 35 37 384

2017 327 36 38 400

2018 349 36 38 424

2019 366 37 39 442

2020 0 0 0 0

2021 0 0 0 0

2022 0 0 0 0

2023 0 0 0 0

2024 0 0 0 0

2025 0 0 0 0

2026 0 0 0 0

2027 0 0 0 0

2028 0 0 0 0

2029 0 0 0 0

2030 0 0 0 0

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 2,692 337 358 3,387

NPV 1,840 241 256 2,337


PEC Residential Appliance Recycling - Vintage Year-2010

W/P D-1D

Page 5 of 7

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2010 1,794 462 497 2,753

2011 1,640 474 507 2,622

2012 2,145 487 518 3,150

2013 1,855 500 528 2,883

2014 2,597 510 539 3,646

2015 2,711 520 550 3,781

2016 2,824 531 561 3,916

2017 2,956 541 572 4,069

2018 3,148 552 583 4,284

2019 3,303 563 595 4,461

2020 3,471 575 607 4,653

2021 3,618 586 619 4,823

2022 3,689 581 613 4,882

2023 3,834 592 626 5,051

2024 3,783 581 614 4,978

2025 2,701 474 501 3,676

2026 2,819 484 511 3,814

2027 2,918 493 521 3,932

2028 3,087 503 532 4,121

2029 3,227 513 542 4,283

2030 0 0 0 0

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 58,118 10,524 11,136 79,778

NPV 28,475 5,497 5,825 39,797

Present Value: i=8.03% 39,796,763

PEC Energy Efficiency Business - Vintage Year-2010

W/P D-1D

Page 6 of 7

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2010 245 0 689 934

2011 61 0 702 763

2012 56 0 716 772

2013 67 0 731 798

2014 81 0 745 827

2015 -15 0 760 745

2016 -23 0 775 752

2017 -25 0 791 766

2018 -13 0 807 794

2019 -19 0 823 804

2020 -5 0 839 834

2021 -4 0 856 852

2022 -3 0 873 870

2023 -9 0 891 882

2024 -7 0 909 902

2025 -5 0 927 922

2026 16 0 945 961

2027 3 0 964 968

2028 1 0 983 985

2029 23 0 1,003 1,026

2030 16 0 1,023 1,039

2031 18 0 1,044 1,061

2032 14 0 1,065 1,079

2033 13 0 1,086 1,099

2034 19 0 1,108 1,126

2035 16 0 1,130 1,146

2036 13 0 1,152 1,165

2037 20 0 1,175 1,195

2038 20 0 1,199 1,219

2039 19 0 1,223 1,242

NOMINAL 593 0 27,935 28,528

NPV 430 0 10,134 10,564

Present Value: i=8.03% 10,564,429

PEC CIG DR - Vintage Year-2010

W/P D-1D

Page 7 of 7

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2010 529 0 3,823 4,352

2011 305 0 3,900 4,205

2012 325 0 3,978 4,303

2013 366 0 4,058 4,423

2014 394 0 4,139 4,533

2015 -121 0 4,221 4,100

2016 -166 0 4,306 4,139

2017 -187 0 4,392 4,205

2018 -117 0 4,480 4,363

2019 -151 0 4,569 4,419

2020 -80 0 4,661 4,581

2021 -71 0 4,754 4,683

2022 -73 0 4,849 4,776

2023 -110 0 4,946 4,837

2024 -101 0 5,045 4,944

2025 -89 0 5,146 5,057

2026 20 0 5,249 5,269

2027 -52 0 5,354 5,302

2028 -68 0 5,461 5,392

2029 45 0 5,570 5,615

2030 -5 0 5,682 5,676

2031 4 0 5,795 5,800

2032 -9 0 5,911 5,902

2033 -15 0 6,029 6,014

2034 2 0 6,150 6,152

2035 -11 0 6,273 6,262

2036 -34 0 6,398 6,364

2037 -8 0 6,526 6,518

2038 -5 0 6,657 6,652

2039 -20 0 6,790 6,769

NOMINAL 493 0 155,112 155,606

NPV 1,007 0 56,272 57,278

Present Value: i=8.03% 57,278,141

Residential EnergyWise - Vintage Year-2010

W/P D-1E

Page 1 of 8

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2011 3,360 478 511 4,349

2012 4,148 490 521 5,160

2013 3,780 503 532 4,815

2014 5,310 513 542 6,366

2015 7,372 524 553 8,449

2016 5,894 534 564 6,992

2017 6,173 545 576 7,293

2018 0 0 0 0

2019 0 0 0 0

2020 0 0 0 0

2021 0 0 0 0

2022 0 0 0 0

2023 0 0 0 0

2024 0 0 0 0

2025 0 0 0 0

2026 0 0 0 0

2027 0 0 0 0

2028 0 0 0 0

2029 0 0 0 0

2030 0 0 0 0

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 36,037 3,587 3,799 43,424

NPV 27,953 2,860 3,031 33,844

Present Value: i=8.03% 33,844,062

PEC Residential Lighting Program - Vintage Year-2011

W/P D-1E

Page 2 of 8

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2011 167 81 86 334

2012 182 83 88 354

2013 189 85 90 365

2014 263 87 92 442

2015 269 89 94 451

2016 281 90 95 467

2017 295 92 97 485

2018 315 94 99 508

2019 331 96 101 528

2020 349 98 103 550

2021 364 100 105 569

2022 377 102 108 587

2023 393 104 110 606

2024 412 106 112 629

2025 437 108 114 660

2026 352 78 82 512

2027 365 79 84 527

2028 387 81 85 553

2029 400 81 86 567

2030 413 83 87 583

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 6,540 1,815 1,920 10,276

NPV 3,115 954 1,009 5,078


PEC Residential Home Advantage - Vintage Year-2011

W/P D-1E

Page 3 of 8


BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2011 336 354 379 1,069

2012 362 353 376 1,092

2013 378 363 383 1,124

2014 515 370 391 1,276

2015 495 378 399 1,272

2016 518 385 407 1,310

2017 543 393 415 1,351

2018 584 401 423 1,408

2019 614 409 432 1,454

2020 651 417 440 1,508

2021 640 403 426 1,468

2022 668 411 434 1,513

2023 690 419 443 1,552

2024 726 428 452 1,606

2025 771 436 461 1,667

2026 435 244 258 936

2027 445 249 263 957

2028 471 254 268 992

2029 319 151 160 630

2030 327 155 163 645

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 10,487 6,971 7,371 24,829

NPV 5,386 3,856 4,080 13,322

Present Value: i=8.03% 13,321,999

W/P D-1E

Page 4 of 8

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2011 281 49 52 382

2012 307 50 53 410

2013 316 51 54 422

2014 444 52 55 552

2015 469 53 57 579

2016 489 55 58 601

2017 513 56 59 628

2018 546 57 60 663

2019 573 58 61 692

2020 600 59 62 721

2021 0 0 0 0

2022 0 0 0 0

2023 0 0 0 0

2024 0 0 0 0

2025 0 0 0 0

2026 0 0 0 0

2027 0 0 0 0

2028 0 0 0 0

2029 0 0 0 0

2030 0 0 0 0

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 4,538 540 572 5,650

NPV 3,113 386 409 3,908


PEC Residential Appliance Recycling - Vintage Year-2011

W/P D-1E

Page 5 of 8

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2011 2,086 747 799 3,631

2012 2,646 767 816 4,229

2013 2,381 792 837 4,009

2014 3,325 808 854 4,987

2015 3,444 825 871 5,140

2016 3,586 841 889 5,316

2017 3,752 858 906 5,516

2018 3,996 875 924 5,796

2019 4,191 893 943 6,027

2020 4,404 911 962 6,277

2021 4,595 929 981 6,505

2022 4,760 948 1,001 6,708

2023 4,353 801 846 6,000

2024 5,102 817 863 6,782

2025 4,482 777 821 6,079

2026 4,542 775 818 6,135

2027 5,327 790 835 6,952

2028 4,971 806 852 6,629

2029 5,197 822 869 6,888

2030 5,377 839 886 7,101

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 82,516 16,619 17,571 116,706

NPV 39,436 8,740 9,248 57,425

Present Value: i=8.03% 57,424,662

PEC Energy Efficiency Business - Vintage Year-2011

W/P D-1E

Page 6 of 8

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2011 118 0 1,435 1,553

2012 114 0 1,464 1,578

2013 138 0 1,493 1,631

2014 166 0 1,523 1,690

2015 -32 0 1,554 1,521

2016 -49 0 1,585 1,536

2017 -54 0 1,616 1,562

2018 -29 0 1,649 1,620

2019 -39 0 1,682 1,642

2020 -15 0 1,715 1,701

2021 -9 0 1,750 1,741

2022 -9 0 1,785 1,776

2023 -22 0 1,820 1,799

2024 -17 0 1,857 1,840

2025 -11 0 1,894 1,883

2026 31 0 1,932 1,963

2027 5 0 1,970 1,976

2028 1 0 2,010 2,010

2029 46 0 2,050 2,096

2030 28 0 2,091 2,119

2031 35 0 2,133 2,167

2032 30 0 2,176 2,206

2033 26 0 2,219 2,245

2034 36 0 2,263 2,300

2035 31 0 2,309 2,340

2036 27 0 2,355 2,382

2037 38 0 2,402 2,440

2038 43 0 2,450 2,493

2039 37 0 2,499 2,536

NOMINAL 665 0 55,679 56,345

NPV 388 0 20,853 21,241

Present Value: i=8.03% 21,240,848

PEC CIG DR - Vintage Year-2011

W/P D-1E

Page 7 of 8

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2011 304 0 3,876 4,180

2012 323 0 3,954 4,276

2013 364 0 4,033 4,397

2014 392 0 4,113 4,505

2015 -124 0 4,195 4,072

2016 -169 0 4,279 4,111

2017 -189 0 4,365 4,176

2018 -120 0 4,452 4,332

2019 -154 0 4,541 4,387

2020 -83 0 4,632 4,549

2021 -74 0 4,725 4,651

2022 -76 0 4,819 4,743

2023 -113 0 4,916 4,803

2024 -105 0 5,014 4,909

2025 -92 0 5,114 5,022

2026 17 0 5,217 5,233

2027 -56 0 5,321 5,265

2028 -72 0 5,427 5,355

2029 41 0 5,536 5,577

2030 -10 0 5,647 5,637

2031 0 0 5,760 5,759

2032 -14 0 5,875 5,861

2033 -20 0 5,992 5,972

2034 -3 0 6,112 6,109

2035 -16 0 6,234 6,218

2036 -39 0 6,359 6,320

2037 -13 0 6,486 6,473

2038 -8 0 6,616 6,608

2039 -27 0 6,748 6,722

NOMINAL -136 0 150,359 150,223

NPV 482 0 56,312 56,793

Present Value: i=8.03% 56,793,200

Residential EnergyWise - Vintage Year-2011

W/P D-1E

Page 8 of 8

BENEFITS

(1) (2) (3) (4)




YEAR $(000) $(000) $(000) $(000)

2011 913 159 217 1,289

2012 0 0 0 0

2013 0 0 0 0

2014 0 0 0 0

2015 0 0 0 0

2016 0 0 0 0

2017 0 0 0 0

2018 0 0 0 0

2019 0 0 0 0

2020 0 0 0 0

2021 0 0 0 0

2022 0 0 0 0

2023 0 0 0 0

2024 0 0 0 0

2025 0 0 0 0

2026 0 0 0 0

2027 0 0 0 0

2028 0 0 0 0

2029 0 0 0 0

2030 0 0 0 0

2031 0 0 0 0

2032 0 0 0 0

2033 0 0 0 0

2034 0 0 0 0

2035 0 0 0 0

2036 0 0 0 0

2037 0 0 0 0

2038 0 0 0 0

2039 0 0 0 0

NOMINAL 913 159 217 1,289

NPV 913 159 217 1,289


Residential EE Benchmarking Program -Vintage Year-2011

W/P D-2

Source MWH Net Lost Rev MWH Net Lost Rev

Residential Programs

Home Advantage W/P D-2a 356.75 20,832.39$ 922.51 53,371.11$

Home Energy Improvement W/P D-2b 778.92 45,484.64 2,076.40 120,129.26

Residential Lighting W/P D-2c 8,780.59 512,738.91 22,112.34 1,279,297.29

Neghborhood Energy Saver W/P D-2d 555.04 32,411.15 1,346.24 77,885.99

Residential Appliance Recycling W/P D-2e 374.70 21,880.74 1,533.04 88,692.94

Residential Benchmarking Program W/P D-2f - - 2,083.68 120,550.16

CFL Pilot Program W/P D-2g 410.61 23,977.40 - -

EnergyWise W/P DR 22.13 1,292.03 - -

Residential Total 11,278.74 658,617.27$ 30,074.21 1,739,926.76$

Commercial, Industrial and Governmental

Energy Efficiency For Business W/P D-2h 5,912.40 307,763.54$ 13,112.99 675,499.44$

CIG Demand Response Program W/P DR 13.15 684.55 - -

Commercial, Ind and Govt Total 5,925.55 308,448.09$ 13,112.99 675,499.44$

System Total 17,204.29 967,065.36$ 43,187.20 2,415,426.21$

Test Period Rate Period

Progress Energy Carolinas, Inc.Net Lost Revenue Summary

Home Advantage W/P D‐2aPage 1 of 2

Progress Energy Carolinas, Inc.Recoverable Sales Reductions from Energy Efficiency Programs (MWH): Residential Home Advantage Program

Σ All Vintages (South Carolina)Vintage MWH Recoverable Vintage MWH Recoverable Vintage MWH Recoverable Vintage MWH Recoverable Allocation Recoverable Recovered Over/(Under) Recoverable Recovered Over/(Under) Recoverable Recovered Over/(Under) Recoverable Recovered Over/(Under) Recoverable Recovered Over/(Under)

MWH kW Additions Losses Additions Losses Additions Losses Additions Losses Factor (SC) Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ RecoveryJan-09 Act 45.42 16.05 45.4 3.78 - - - - - - 15.19% 0.57 - (0.57) - - - - - - - - - 0.57 - (0.57) Feb-09 Act 16.11 5.60 16.1 5.13 - - - - - - 15.19% 0.78 - (1.35) - - - - - - - - - 0.78 - (1.35) Mar-09 Act 52.17 17.44 52.2 9.47 - - - - - - 15.19% 1.44 2.68 (0.12) - - - - - - - - - 1.44 2.68 (0.12) Apr-09 Act 50.55 17.02 50.5 13.69 - - - - - - 15.19% 2.08 - (2.20) - - - - - - - - - 2.08 - (2.20) May-09 Act 46.12 16.41 46.1 17.53 - - - - - - 14.94% 2.62 - (4.81) - - - - - - - - - 2.62 - (4.81) Jun-09 Act 65.34 21.78 65.3 22.97 - - - - - - 14.94% 3.43 - (8.25) - - - - - - - - - 3.43 - (8.25) Jul-09 Act 35.02 12.60 35.0 25.89 - - - - - - 14.94% 3.87 - (12.12) - - - - - - - - - 3.87 - (12.12) Aug-09 Act 53.25 18.78 53.2 30.33 - - - - - - 14.94% 4.53 - (16.65) - - - - - - - - - 4.53 - (16.65) Sep-09 Act 69.53 22.55 69.5 36.12 - - - - - - 14.94% 5.40 - (22.04) - - - - - - - - - 5.40 - (22.04) Oct-09 Act 20.10 7.82 20.1 37.80 - - - - - - 14.94% 5.65 - (27.69) - - - - - - - - - 5.65 - (27.69) Nov-09 Act 125.28 60.00 125.3 48.24 - - - - - - 14.94% 7.21 - (34.90) - - - - - - - - - 7.21 - (34.90) Dec-09 Act 78.82 6.20 78.8 54.81 - - - - - - 14.94% 8.19 - (43.09) - - - - - - - - - 8.19 - (43.09) Jan-10 Act 73.56 26.46 - 54.81 73.6 6.13 - - - - 14.94% 8.19 - (51.27) 0.92 - (0.92) - - - - - - 9.10 - (52.19) Feb-10 Act 82.44 27.97 - 54.81 82.4 13.00 - - - - 14.94% 8.19 - (59.46) 1.94 - (2.86) - - - - - - 10.13 - (62.32) Mar-10 Act 73.57 23.87 - 54.81 73.6 19.13 - - - - 14.94% 8.19 67.54 (0.11) 2.86 5.71 (0.01) - - - - - - 11.05 73.25 (0.12) Apr-10 Act 112.43 38.20 - 54.81 112.4 28.50 - - - - 14.94% 8.19 - (8.30) 4.26 - (4.27) - - - - - - 12.45 - (12.56) May-10 Act 369.43 129.90 - 54.81 369.4 59.29 - - - - 14.59% 8.00 - (16.29) 8.65 - (12.92) - - - - - - 16.65 - (29.21) Jun-10 Act 166.28 58.75 - 54.81 166.3 73.14 - - - - 14.59% 8.00 - (24.29) 10.67 - (23.59) - - - - - - 18.67 - (47.88) Jul-10 Act 252.37 87.90 - 54.81 252.4 94.17 - - - - 14.59% 8.00 - (32.29) 13.74 - (37.33) - - - - - - 21.74 - (69.61) Aug-10 Act 206.64 72.17 - 54.81 206.6 111.39 - - - - 14.59% 8.00 - (40.28) 16.25 - (53.58) - - - - - - 24.25 - (93.86) Sep-10 Act 220.97 76.74 - 54.81 221.0 129.81 - - - - 14.59% 8.00 - (48.28) 18.94 - (72.52) - - - - - - 26.94 - (120.80) Oct-10 Act 265.83 90.50 - 54.81 265.8 151.96 - - - - 14.59% 8.00 - (56.27) 22.17 - (94.69) - - - - - - 30.17 - (150.96) Nov-10 Act 229.16 79.67 - 54.81 229.2 171.06 - - - - 14.59% 8.00 - (64.27) 24.96 - (119.65) - - - - - - 32.95 - (183.92) Dec-10 Act 106.51 37.03 - 54.81 106.5 179.93 - - - - 14.59% 8.00 - (72.27) 26.25 - (145.90) - - - - - - 34.25 - (218.17) Jan-11 Act 673.26 235.50 - 54.81 - 179.93 673.3 56.10 - - 14.59% 8.00 - (80.26) 26.25 - (172.15) 8.19 - (8.19) - - - 42.43 - (260.60) Feb-11 Act 320.89 113.97 - 54.81 - 179.93 320.9 82.85 - - 14.59% 8.00 - (88.26) 26.25 - (198.40) 12.09 - (20.27) - - - 46.34 - (306.94) Mar-11 Act 286.17 97.11 - 54.81 - 179.93 286.2 106.69 - - 14.59% 8.00 96.26 - 26.25 224.66 - 15.57 35.84 - - - - 49.82 356.75 - Apr-11 Est 131.82 50.02 - 54.81 - 179.93 131.8 117.68 - - 14.59% - - - - - - - - - - - - - - - May-11 Est 398.00 151.01 - 54.81 - 179.93 398.0 150.85 - - 14.47% - - - - - - - - - - - - - - - Jun-11 Est 172.38 65.40 - 54.81 - 179.93 172.4 165.21 - - 14.47% - - - - - - - - - - - - - - - Jul-11 Est 291.53 110.61 - 54.81 - 179.93 291.5 189.51 - - 14.47% 7.93 - - 26.04 - - 27.42 - - - - - 61.39 - - Aug-11 Est 228.15 86.56 - 54.81 - 179.93 228.2 208.52 - - 14.47% 7.93 - - 26.04 - - 30.17 - - - - - 64.14 - - Sep-11 Est 245.90 93.30 - 54.81 - 179.93 245.9 229.01 - - 14.47% 7.93 - - 26.04 - - 33.14 - - - - - 67.10 - - Oct-11 Est 306.74 116.38 - 54.81 - 179.93 306.7 254.57 - - 14.47% 7.93 - - 26.04 - - 36.84 - - - - - 70.80 - - Nov-11 Est 253.50 96.18 - 54.81 - 179.93 253.5 275.70 - - 14.47% 7.93 - - 26.04 - - 39.89 - - - - - 73.86 - - Dec-11 Est 116.61 44.24 - 54.81 - 179.93 116.6 285.41 - - 14.47% 7.93 - - 26.04 - - 41.30 - - - - - 75.27 - - Jan-12 Est 164.07 62.25 - 51.02 - 179.93 - 285.41 164.1 13.67 14.47% 7.38 - - 26.04 - - 41.30 - - 1.98 - - 76.70 - - Feb-12 Est 207.82 78.85 - 49.68 - 179.93 - 285.41 207.8 30.99 14.47% 7.19 - - 26.04 - - 41.30 - - 4.48 - - 79.01 - - Mar-12 Est 185.95 70.55 - 45.33 - 179.93 - 285.41 185.9 46.49 14.47% 6.56 - - 26.04 - - 41.30 - - 6.73 - - 80.62 - - Apr-12 Est 284.39 107.90 - 41.12 - 179.93 - 285.41 284.4 70.19 14.47% 5.95 - - 26.04 - - 41.30 - - 10.16 - - 83.44 - - May-12 Est 858.63 325.77 - 37.28 - 179.93 - 285.41 858.6 141.74 14.47% 5.39 - - 26.04 - - 41.30 - - 20.51 - - 93.24 - - Jun-12 Est 371.89 141.10 - 31.83 - 179.93 - 285.41 371.9 172.73 14.47% 4.61 - - 26.04 - - 41.30 - - 24.99 - - 96.94 - - Jul-12 Est 628.93 238.62 - 28.91 - 179.93 - 285.41 628.9 225.14 - - - - - - - - - - - - - - - Aug-12 Est 492.21 186.75 - 24.48 - 179.93 - 285.41 492.2 266.16 - - - - - - - - - - - - - - - Sep-12 Est 530.49 201.27 - 18.68 - 179.93 - 285.41 530.5 310.36 - - - - - - - - - - - - - - - Oct-12 Est 661.75 251.07 - 17.01 - 179.93 - 285.41 661.7 365.51 - - - - - - - - - - - - - - - Nov-12 Est 546.90 207.50 - 6.57 - 179.93 - 285.41 546.9 411.08 - - - - - - - - - - - - - - - Dec-12 Est 251.57 95.45 - - - 179.93 - 285.41 251.6 432.05 - - - - - - - - - - - - - - - Jan-13 Est 245.17 93.02 - - - 173.80 - 285.41 - 432.05 - - - - - - - - - - - - - - - Feb-13 Est 310.54 117.82 - - - 166.93 - 285.41 - 432.05 - - - - - - - - - - - - - - - Mar-13 Est 277.86 105.42 - - - 160.80 - 285.41 - 432.05 - - - - - - - - - - - - - - - Apr-13 Est 424.96 161.23 - - - 151.43 - 285.41 - 432.05 - - - - - - - - - - - - - - - May-13 Est 1,283.04 486.80 - - - 120.65 - 285.41 - 432.05 - - - - - - - - - - - - - - - Jun-13 Est 555.71 210.84 - - - 106.79 - 285.41 - 432.05 - - - - - - - - - - - - - - - Jul-13 Est 939.81 356.57 - - - 85.76 - 285.41 - 432.05 - - - - - - - - - - - - - - - Aug-13 Est 735.50 279.06 - - - 68.54 - 285.41 - 432.05 - - - - - - - - - - - - - - - Sep-13 Est 792.71 300.76 - - - 50.13 - 285.41 - 432.05 - - - - - - - - - - - - - - - Oct-13 Est 988.84 375.18 - - - 27.97 - 285.41 - 432.05 - - - - - - - - - - - - - - - Nov-13 Est 817.22 310.06 - - - 8.88 - 285.41 - 432.05 - - - - - - - - - - - - - - - Dec-13 Est 375.92 142.63 - - - - - 285.41 - 432.05 - - - - - - - - - - - - - - - Jan-14 Est 288.89 109.61 - - - - - 229.31 - 432.05 - - - - - - - - - - - - - - - Feb-14 Est 365.92 138.84 - - - - - 202.57 - 432.05 - - - - - - - - - - - - - - - Mar-14 Est 327.41 124.22 - - - - - 178.72 - 432.05 - - - - - - - - - - - - - - - Apr-14 Est 500.74 189.99 - - - - - 167.74 - 432.05 - - - - - - - - - - - - - - - May-14 Est 1,511.84 573.61 - - - - - 134.57 - 432.05 - - - - - - - - - - - - - - - Jun-14 Est 654.81 248.44 - - - - - 120.20 - 432.05 - - - - - - - - - - - - - - - Jul-14 Est 1,107.40 420.16 - - - - - 95.91 - 432.05 - - - - - - - - - - - - - - - Aug-14 Est 866.66 328.82 - - - - - 76.90 - 432.05 - - - - - - - - - - - - - - - Sep-14 Est 934.07 354.40 - - - - - 56.40 - 432.05 - - - - - - - - - - - - - - - Oct-14 Est 1,165.18 442.08 - - - - - 30.84 - 432.05 - - - - - - - - - - - - - - - Nov-14 Est 962.96 365.36 - - - - - 9.72 - 432.05 - - - - - - - - - - - - - - - Dec-14 Est 442.96 168.06 - - - - - - - 432.05 - - - - - - - - - - - - - - - Jan-15 NA - - - - - - - 418.38 - - - - - - - - - - - - - - - Feb-15 NA - - - - - - - 401.06 - - - - - - - - - - - - - - - Mar-15 NA - - - - - - - 385.56 - - - - - - - - - - - - - - - Apr-15 NA - - - - - - - 361.86 - - - - - - - - - - - - - - - May-15 NA - - - - - - - 290.31 - - - - - - - - - - - - - - - Jun-15 NA - - - - - - - 259.32 - - - - - - - - - - - - - - - Jul-15 NA - - - - - - - 206.91 - - - - - - - - - - - - - - - Aug-15 NA - - - - - - - 165.89 - - - - - - - - - - - - - - - Sep-15 NA - - - - - - - 121.68 - - - - - - - - - - - - - - - Oct-15 NA - - - - - - - 66.54 - - - - - - - - - - - - - - - Nov-15 NA - - - - - - - 20.96 - - - - - - - - - - - - - - - Sum of Additions x 3 & Recoverable 1,973.08 1,973.08 6,477.55 6,477.55 10,274.93 10,274.93 15,553.76 15,553.76 Sum of Actuals 166.48 166.48 - 230.36 230.36 - 35.84 35.84 - - - - 432.68 432.68 -

2011

-XXX

-E R

ate P

eriod

Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period

Vintage - 2012 Vintage - 2012 (South Carolina)Additions (W/P D-3A)

Vintage - 2009 Vintage - 2010 Vintage - 2011

Amounts Do Not Include Current Rate Period

Notes

2011

-XXX

-E

Vintage - 2011 (South Carolina)Vintage - 2009 (South Carolina) Vintage - 2010 (South Carolina)

2009

-191

-E

2010

-161

-E

Home Advantage W/P D‐2aPage 2 of 2

Σ Recovered Net Lost RevenueStart Date End Date Source Documents for Recovered Lost MWHs MWH Rate Recovery MWH Rate Recovery MWH Rate Recovery MWH Rate Recovery MWH Rate Recovery

2009-191-E Test Period Net Recoveries Sep-07 to Mar-09 Refer to Workpaper D-2 employed in Docket No. 2009-191-E 2.68 59.28$ 158.63$ - -$ -$ - -$ -$ - -$ -$ 2.68 59.28$ 158.63$

2010-161-E Test Period Net Recoveries Apr-09 to Mar-10 Refer to Workpaper D-3 employed in Docket No. 2010-161-E 67.54 58.67$ 3,962.98 5.71 58.67$ 334.85$ - - - - 73.25 58.67$ 4,297.83$

Vintage Amounts thru 2010-161-E Sum of Amounts from Prior Proceedings 70.22 4,121.61$ 5.71 334.85$ - -$ - -$ 75.93 4,456.46$ (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Test Period Net Recoverables Apr-10 to Mar-11 Amounts from Current Test Period (April 2010 thru March 2011) 96.26 58.39$ 5,620.90 224.66 58.39$ 13,118.65 35.84 58.39$ 2,092.84 - - 356.75 58.39$ 20,832.39$

Vintage Amounts thru 2011-XXX-E Sum of Amounts from Current and Prior Proceedings 166.48 58.39$ 9,742.51$ 230.36 58.39$ 13,453.50$ 35.84 58.39$ 2,092.84$ - -$ -$ 432.68 58.39$ 25,288.85$ (W/P D-3) (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Rate Period Forecast Jul-11 to Jun-12 Sum of Rate Period Values (Jul‐11 thru Jun‐12) 84.67 57.85$ 4,898.32$ 312.43 57.85$ 18,075.69$ 456.56 57.85$ 26,413.93$ 68.85 57.85$ 3,983.18$ 922.51 57.85$ 53,371.11$

Vintage 2012 RecoveriesVintage 2009 Recoveries Vintage 2010 Recoveries Vintage 2011 Recoveries

Home Energy Improvement W/P D‐2bPage 1 of 2

Progress Energy Carolinas, Inc.Recoverable Sales Reductions from Energy Efficiency Programs (MWH): Residential Home Energy Improvement Program (HEIP


MWH kW Additions Losses Additions Losses Additions Losses Additions Losses Factor (SC) Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ RecoveryJan-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Feb-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Mar-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Apr-09 Vact 4.33 4.07 4.3 0.36 - - - - - - 15.19% 0.05 - (0.05) - - - - - - - - - 0.05 - (0.05) May-09 Vact 76.63 73.64 76.6 6.75 - - - - - - 14.94% 1.01 - (1.06) - - - - - - - - - 1.01 - (1.06) Jun-09 Vact 87.26 82.54 87.3 14.02 - - - - - - 14.94% 2.09 - (3.16) - - - - - - - - - 2.09 - (3.16) Jul-09 Vact 211.15 202.91 211.2 31.62 - - - - - - 14.94% 4.72 - (7.88) - - - - - - - - - 4.72 - (7.88) Aug-09 Vact 275.07 259.81 275.1 54.54 - - - - - - 14.94% 8.15 - (16.03) - - - - - - - - - 8.15 - (16.03) Sep-09 Vact 299.07 283.09 299.1 79.46 - - - - - - 14.94% 11.87 - (27.90) - - - - - - - - - 11.87 - (27.90) Oct-09 Vact 390.72 363.01 390.7 112.02 - - - - - - 14.94% 16.74 - (44.64) - - - - - - - - - 16.74 - (44.64) Nov-09 Vact 285.05 263.95 285.0 135.77 - - - - - - 14.94% 20.28 - (64.92) - - - - - - - - - 20.28 - (64.92) Dec-09 Vact 74.95 67.00 75.0 142.02 - - - - - - 14.94% 21.22 - (86.14) - - - - - - - - - 21.22 - (86.14) Jan-10 Act 830.39 781.17 - 142.02 830.4 69.20 - - - - 14.94% 21.22 - (107.36) 10.34 - (10.34) - - - - - - 31.56 - (117.69) Feb-10 Act 356.91 323.44 - 142.02 356.9 98.94 - - - - 14.94% 21.22 - (128.57) 14.78 - (25.12) - - - - - - 36.00 - (153.69) Mar-10 Act 467.58 438.38 - 142.02 467.6 137.91 - - - - 14.94% 21.22 336.29 186.50 20.60 102.65 56.93 - - - - - - 41.82 438.94 243.43 Apr-10 Act 670.02 652.28 - 142.02 670.0 193.74 - - - - 14.94% 21.22 - 165.28 28.94 - 27.98 - - - - - - 50.16 - 193.26 May-10 Act 589.83 585.28 - 142.02 589.8 242.89 - - - - 14.59% 20.72 - 144.56 35.44 - (7.46) - - - - - - 56.16 - 137.10 Jun-10 Act 693.19 695.09 - 142.02 693.2 300.66 - - - - 14.59% 20.72 - 123.84 43.87 - (51.32) - - - - - - 64.59 - 72.52 Jul-10 Act 571.75 565.27 - 142.02 571.8 348.31 - - - - 14.59% 20.72 - 103.12 50.82 - (102.14) - - - - - - 71.54 - 0.98 Aug-10 Act 520.33 520.63 - 142.02 520.3 391.67 - - - - 14.59% 20.72 - 82.40 57.14 - (159.28) - - - - - - 77.86 - (76.89) Sep-10 Act 418.14 412.35 - 142.02 418.1 426.51 - - - - 14.59% 20.72 - 61.68 62.23 - (221.51) - - - - - - 82.95 - (159.84) Oct-10 Act 445.56 430.86 - 142.02 445.6 463.64 - - - - 14.59% 20.72 - 40.96 67.65 - (289.16) - - - - - - 88.37 - (248.20) Nov-10 Act 256.86 246.82 - 142.02 256.9 485.05 - - - - 14.59% 20.72 - 20.23 70.77 - (359.93) - - - - - - 91.49 - (339.69) Dec-10 Act 4.96 4.47 - 142.02 5.0 485.46 - - - - 14.59% 20.72 - (0.49) 70.83 - (430.75) - - - - - - 91.55 - (431.24) Jan-11 Act 1,858.19 1,785.38 - 142.02 - 485.46 1,858.2 154.85 - - 14.59% 20.72 - (21.21) 70.83 - (501.58) 22.59 - (22.59) - - - 114.14 - (545.38) Feb-11 Act 184.23 172.11 - 142.02 - 485.46 184.2 170.20 - - 14.59% 20.72 - (41.93) 70.83 - (572.41) 24.83 - (47.42) - - - 116.38 - (661.76) Mar-11 Act 63.66 62.84 - 142.02 - 485.46 63.7 175.51 - - 14.59% 20.72 62.65 - 70.83 643.24 - 25.61 73.03 - - - - 117.16 778.92 - Apr-11 Est 186.00 179.11 - 142.02 - 485.46 186.0 191.01 - - 14.59% - - - - - - - - - - - - - - - May-11 Est 319.19 298.63 - 142.02 - 485.46 319.2 217.61 - - 14.47% - - - - - - - - - - - - - - - Jun-11 Est 729.15 684.03 - 142.02 - 485.46 729.1 278.37 - - 14.47% - - - - - - - - - - - - - - - Jul-11 Est 453.71 397.51 - 142.02 - 485.46 453.7 316.18 - - 14.47% 20.55 - - 70.25 - - 45.75 - - - - - 136.55 - - Aug-11 Est 563.62 493.11 - 142.02 - 485.46 563.6 363.14 - - 14.47% 20.55 - - 70.25 - - 52.55 - - - - - 143.34 - - Sep-11 Est 529.03 423.83 - 142.02 - 485.46 529.0 407.23 - - 14.47% 20.55 - - 70.25 - - 58.93 - - - - - 149.72 - - Oct-11 Est 454.05 347.03 - 142.02 - 485.46 454.0 445.07 - - 14.47% 20.55 - - 70.25 - - 64.40 - - - - - 155.20 - - Nov-11 Est 407.02 295.14 - 142.02 - 485.46 407.0 478.99 - - 14.47% 20.55 - - 70.25 - - 69.31 - - - - - 160.11 - - Dec-11 Est 233.32 161.06 - 142.02 - 485.46 233.3 498.43 - - 14.47% 20.55 - - 70.25 - - 72.12 - - - - - 162.92 - - Jan-12 Est 961.95 855.80 - 142.02 - 485.46 - 498.43 962.0 80.16 14.47% 20.55 - - 70.25 - - 72.12 - - 11.60 - - 174.52 - - Feb-12 Est 1,155.07 1,017.86 - 142.02 - 485.46 - 498.43 1,155.1 176.42 14.47% 20.55 - - 70.25 - - 72.12 - - 25.53 - - 188.45 - - Mar-12 Est 505.82 396.87 - 142.02 - 485.46 - 498.43 505.8 218.57 14.47% 20.55 - - 70.25 - - 72.12 - - 31.63 - - 194.55 - - Apr-12 Est 294.38 197.40 - 141.66 - 485.46 - 498.43 294.4 243.10 14.47% 20.50 - - 70.25 - - 72.12 - - 35.18 - - 198.04 - - May-12 Est 395.50 285.39 - 135.27 - 485.46 - 498.43 395.5 276.06 14.47% 19.57 - - 70.25 - - 72.12 - - 39.95 - - 201.89 - - Jun-12 Est 853.37 762.18 - 128.00 - 485.46 - 498.43 853.4 347.17 14.47% 18.52 - - 70.25 - - 72.12 - - 50.24 - - 211.13 - - Jul-12 Est 533.39 442.17 - 110.40 - 485.46 - 498.43 533.4 391.62 - - - - - - - - - - - - - - - Aug-12 Est 620.32 537.66 - 87.48 - 485.46 - 498.43 620.3 443.32 - - - - - - - - - - - - - - - Sep-12 Est 541.49 455.06 - 62.56 - 485.46 - 498.43 541.5 488.44 - - - - - - - - - - - - - - - Oct-12 Est 462.02 373.01 - 30.00 - 485.46 - 498.43 462.0 526.94 - - - - - - - - - - - - - - - Nov-12 Est 416.35 320.76 - 6.25 - 485.46 - 498.43 416.3 561.64 - - - - - - - - - - - - - - - Dec-12 Est 268.98 181.99 - - - 485.46 - 498.43 269.0 584.05 - - - - - - - - - - - - - - - Jan-13 Est 1,058.15 941.39 - - - 416.26 - 498.43 - 584.05 - - - - - - - - - - - - - - - Feb-13 Est 1,270.57 1,119.65 - - - 386.52 - 498.43 - 584.05 - - - - - - - - - - - - - - - Mar-13 Est 556.41 436.56 - - - 347.55 - 498.43 - 584.05 - - - - - - - - - - - - - - - Apr-13 Est 323.81 217.15 - - - 291.72 - 498.43 - 584.05 - - - - - - - - - - - - - - - May-13 Est 435.05 313.93 - - - 242.56 - 498.43 - 584.05 - - - - - - - - - - - - - - - Jun-13 Est 938.70 838.40 - - - 184.80 - 498.43 - 584.05 - - - - - - - - - - - - - - - Jul-13 Est 586.73 486.39 - - - 137.15 - 498.43 - 584.05 - - - - - - - - - - - - - - - Aug-13 Est 682.35 591.42 - - - 93.79 - 498.43 - 584.05 - - - - - - - - - - - - - - - Sep-13 Est 595.64 500.57 - - - 58.95 - 498.43 - 584.05 - - - - - - - - - - - - - - - Oct-13 Est 508.23 410.31 - - - 21.82 - 498.43 - 584.05 - - - - - - - - - - - - - - - Nov-13 Est 457.98 352.84 - - - 0.41 - 498.43 - 584.05 - - - - - - - - - - - - - - - Dec-13 Est 295.88 200.19 - - - - - 498.43 - 584.05 - - - - - - - - - - - - - - - Jan-14 Est 1,163.96 1,035.52 - - - - - 343.58 - 584.05 - - - - - - - - - - - - - - - Feb-14 Est 1,397.63 1,231.62 - - - - - 328.23 - 584.05 - - - - - - - - - - - - - - - Mar-14 Est 612.05 480.22 - - - - - 322.92 - 584.05 - - - - - - - - - - - - - - - Apr-14 Est 356.20 238.86 - - - - - 307.42 - 584.05 - - - - - - - - - - - - - - - May-14 Est 478.56 345.32 - - - - - 280.82 - 584.05 - - - - - - - - - - - - - - - Jun-14 Est 1,032.58 922.24 - - - - - 220.06 - 584.05 - - - - - - - - - - - - - - - Jul-14 Est 645.41 535.03 - - - - - 182.25 - 584.05 - - - - - - - - - - - - - - - Aug-14 Est 750.59 650.56 - - - - - 135.28 - 584.05 - - - - - - - - - - - - - - - Sep-14 Est 655.20 550.63 - - - - - 91.20 - 584.05 - - - - - - - - - - - - - - - Oct-14 Est 559.05 451.34 - - - - - 53.36 - 584.05 - - - - - - - - - - - - - - - Nov-14 Est 503.78 388.12 - - - - - 19.44 - 584.05 - - - - - - - - - - - - - - - Dec-14 Est 325.46 220.21 - - - - - - - 584.05 - - - - - - - - - - - - - - - Jan-15 NA - - - - - - - 503.89 - - - - - - - - - - - - - - - Feb-15 NA - - - - - - - 407.64 - - - - - - - - - - - - - - - Mar-15 NA - - - - - - - 365.48 - - - - - - - - - - - - - - - Apr-15 NA - - - - - - - 340.95 - - - - - - - - - - - - - - - May-15 NA - - - - - - - 307.99 - - - - - - - - - - - - - - - Jun-15 NA - - - - - - - 236.88 - - - - - - - - - - - - - - - Jul-15 NA - - - - - - - 192.43 - - - - - - - - - - - - - - - Aug-15 NA - - - - - - - 140.74 - - - - - - - - - - - - - - - Sep-15 NA - - - - - - - 95.61 - - - - - - - - - - - - - - - Oct-15 NA - - - - - - - 57.11 - - - - - - - - - - - - - - - Nov-15 NA - - - - - - - 22.41 - - - - - - - - - - - - - - - Sum of Additions x 3 & Recoverable 5,112.72 5,112.72 17,476.53 17,476.53 17,943.46 17,943.46 21,025.93 21,025.93 398.94 398.94 - 745.89 745.89 - 73.03 73.03 - - - - 1,217.86 1,217.86 -

Vintage - 2009 (South Carolina) Vintage - 2010 (South Carolina) Vintage - 2011 (South Carolina) Vintage - 2012 (South Carolina)

Notes

Additions (W/P D-3A)Vintage - 2009 Vintage - 2010 Vintage - 2011 Vintage - 2012

2009

-191

-E

2010

-161

-E

2011

-XXX

-E

2011

-XXX

-E R

ate P

eriod

Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period

Home Energy Improvement W/P D‐2bPage 2 of 2


2009-191-E Test Period Net Recoveries Sep-07 to Mar-09 Refer to Workpaper D-2 employed in Docket No. 2009-191-E - -$ -$ - -$ -$ - -$ -$ - -$ -$ - -$ -$

2010-161-E Test Period Net Recoveries Apr-09 to Mar-10 Refer to Workpaper D-3 employed in Docket No. 2010-161-E 336.29 58.67$ 19,731.10 102.65 58.67$ 6,022.86$ - - - - 438.94 58.67$ 25,753.96$

Vintage Amounts thru 2010-161-E Sum of Amounts from Prior Proceedings 336.29 19,731.10$ 102.65 6,022.86$ - -$ - -$ 438.94 25,753.96$ (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Test Period Net Recoveries Apr-10 to Mar-11 Amounts from Current Test Period (April 2010 thru March 2011) 62.65 58.39$ 3,658.33 643.24 58.39$ 37,561.67 73.03 58.39$ 4,264.64 - - 778.92 58.39$ 45,484.64$

Vintage Amounts thru 2011-XXX-E Sum of Amounts from Current and Prior Proceedings 398.94 58.39$ 23,389.43$ 745.89 58.39$ 43,584.53$ 73.03 58.39$ 4,264.64$ - -$ -$ 1,217.86 58.39$ 71,238.60$ (W/P D-3) (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Rate Period Forecast Jul-11 to Jun-12 Sum of Rate Period Values (Jul‐11 thru Jun‐12) 243.55 57.85$ 14,090.25$ 842.95 57.85$ 48,768.48$ 795.79 57.85$ 46,040.22$ 194.11 57.85$ 11,230.31$ 2,076.40 57.85$ 120,129.26$

Vintage 2010 Recoveries Vintage 2011 Recoveries Vintage 2012 RecoveriesVintage 2009 Recoveries

Residential Lighting W/P D‐2cPage 1 of 2

Progress Energy Carolinas, Inc.Recoverable Sales Reductions from Energy Efficiency Programs (MWH): Residential Lighting Program


MWH kW Additions Losses Additions Losses Additions Losses Additions Losses Factor (SC) Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ RecoveryJan-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Feb-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Mar-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Apr-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - May-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jun-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jul-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Aug-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Sep-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Oct-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Nov-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Dec-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jan-10 Act 363.0 18.6 - - 363.0 30.25 - - - - 14.94% - - - 4.52 - (4.52) - - - - - - 4.52 - (4.52) Feb-10 Act 4,364.4 429.3 - - 4,364.4 393.95 - - - - 14.94% - - - 58.86 - (63.38) - - - - - - 58.86 - (63.38) Mar-10 Act 8,284.0 784.9 - - 8,284.0 1,084.28 - - - - 14.94% - - - 161.99 216.92 (8.45) - - - - - - 161.99 216.92 (8.45) Apr-10 Act 10,485.9 995.9 - - 10,485.9 1,958.11 - - - - 14.94% - - - 292.54 - (300.99) - - - - - - 292.54 - (300.99) May-10 Act 1,116.6 113.9 - - 1,116.6 2,051.16 - - - - 14.59% - - - 299.26 - (600.25) - - - - - - 299.26 - (600.25) Jun-10 Act 8,324.5 787.3 - - 8,324.5 2,744.87 - - - - 14.59% - - - 400.48 - (1,000.73) - - - - - - 400.48 - (1,000.73) Jul-10 Act 5,666.7 535.9 - - 5,666.7 3,217.10 - - - - 14.59% - - - 469.37 - (1,470.11) - - - - - - 469.37 - (1,470.11) Aug-10 Act 15,399.9 1,451.7 - - 15,399.9 4,500.42 - - - - 14.59% - - - 656.61 - (2,126.72) - - - - - - 656.61 - (2,126.72) Sep-10 Act 6,557.3 617.0 - - 6,557.3 5,046.87 - - - - 14.59% - - - 736.34 - (2,863.05) - - - - - - 736.34 - (2,863.05) Oct-10 Act 8,394.1 794.2 - - 8,394.1 5,746.38 - - - - 14.59% - - - 838.40 - (3,701.45) - - - - - - 838.40 - (3,701.45) Nov-10 Act 6,033.4 571.5 - - 6,033.4 6,249.16 - - - - 14.59% - - - 911.75 - (4,613.20) - - - - - - 911.75 - (4,613.20) Dec-10 Act 1,562.1 152.5 - - 1,562.1 6,379.33 - - - - 14.59% - - - 930.74 - (5,543.95) - - - - - - 930.74 - (5,543.95) Jan-11 Act 7,294.2 686.0 - - - 6,379.33 7,294.2 607.85 - - 14.59% - - - 930.74 - (6,474.69) 88.69 - (88.69) - - - 1,019.43 - (6,563.38) Feb-11 Act 4,172.2 395.0 - - - 6,379.33 4,172.2 955.53 - - 14.59% - - - 930.74 - (7,405.44) 139.41 - (228.10) - - - 1,070.16 - (7,633.53) Mar-11 Act 6,324.8 596.8 - - - 6,379.33 6,324.8 1,482.60 - - 14.59% - - - 930.74 8,336.18 - 216.31 444.41 - - - - 1,147.06 8,780.59 - Apr-11 Est 6,937.3 657.2 - - - 6,379.33 6,937.3 2,060.70 - - 14.59% - - - - - - - - - - - - - - - May-11 Est 6,622.0 627.3 - - - 6,379.33 6,622.0 2,612.53 - - 14.47% - - - - - - - - - - - - - - - Jun-11 Est 6,306.6 597.5 - - - 6,379.33 6,306.6 3,138.09 - - 14.47% - - - - - - - - - - - - - - - Jul-11 Est 5,360.6 507.8 - - - 6,379.33 5,360.6 3,584.81 - - 14.47% - - - 923.09 - - 518.72 - - - - - 1,441.81 - - Aug-11 Est 5,360.6 507.8 - - - 6,379.33 5,360.6 4,031.52 - - 14.47% - - - 923.09 - - 583.36 - - - - - 1,506.45 - - Sep-11 Est 6,937.3 657.2 - - - 6,379.33 6,937.3 4,609.63 - - 14.47% - - - 923.09 - - 667.01 - - - - - 1,590.10 - - Oct-11 Est 6,937.3 657.2 - - - 6,379.33 6,937.3 5,187.74 - - 14.47% - - - 923.09 - - 750.67 - - - - - 1,673.76 - - Nov-11 Est 6,306.6 597.5 - - - 6,379.33 6,306.6 5,713.29 - - 14.47% - - - 923.09 - - 826.71 - - - - - 1,749.80 - - Dec-11 Est 5,627.1 533.1 - - - 6,379.33 5,627.1 6,182.22 - - 14.47% - - - 923.09 - - 894.57 - - - - - 1,817.66 - - Jan-12 Est 6,564.6 621.9 - - - 6,379.33 - 6,182.22 6,564.6 547.05 14.47% - - - 923.09 - - 894.57 - - 79.16 - - 1,896.81 - - Feb-12 Est 3,754.8 355.7 - - - 6,379.33 - 6,182.22 3,754.8 859.95 14.47% - - - 923.09 - - 894.57 - - 124.43 - - 1,942.09 - - Mar-12 Est 5,959.8 564.6 - - - 6,379.33 - 6,182.22 5,959.8 1,356.60 14.47% - - - 923.09 - - 894.57 - - 196.30 - - 2,013.96 - - Apr-12 Est 6,243.6 591.5 - - - 6,379.33 - 6,182.22 6,243.6 1,876.89 14.47% - - - 923.09 - - 894.57 - - 271.59 - - 2,089.24 - - May-12 Est 5,959.8 564.6 - - - 6,379.33 - 6,182.22 5,959.8 2,373.54 14.47% - - - 923.09 - - 894.57 - - 343.45 - - 2,161.11 - - Jun-12 Est 5,676.0 537.7 - - - 6,379.33 - 6,182.22 5,676.0 2,846.54 14.47% - - - 923.09 - - 894.57 - - 411.89 - - 2,229.55 - - Jul-12 Est 4,824.6 457.1 - - - 6,379.33 - 6,182.22 4,824.6 3,248.58 - - - - - - - - - - - - - - - Aug-12 Est 4,824.6 457.1 - - - 6,379.33 - 6,182.22 4,824.6 3,650.63 - - - - - - - - - - - - - - - Sep-12 Est 6,243.6 591.5 - - - 6,379.33 - 6,182.22 6,243.6 4,170.93 - - - - - - - - - - - - - - - Oct-12 Est 6,243.6 591.5 - - - 6,379.33 - 6,182.22 6,243.6 4,691.22 - - - - - - - - - - - - - - - Nov-12 Est 5,676.0 537.7 - - - 6,379.33 - 6,182.22 5,676.0 5,164.22 - - - - - - - - - - - - - - - Dec-12 Est 5,064.4 479.8 - - - 6,379.33 - 6,182.22 5,064.4 5,586.26 - - - - - - - - - - - - - - - Jan-13 Est 5,251.7 497.5 - - - 6,349.08 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Feb-13 Est 3,003.8 284.6 - - - 5,985.38 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Mar-13 Est 4,767.8 451.7 - - - 5,295.05 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Apr-13 Est 4,994.8 473.2 - - - 4,421.22 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - May-13 Est 4,767.8 451.7 - - - 4,328.17 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Jun-13 Est 4,540.8 430.2 - - - 3,634.46 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Jul-13 Est 3,859.7 365.6 - - - 3,162.23 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Aug-13 Est 3,859.7 365.6 - - - 1,878.91 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Sep-13 Est 4,994.8 473.2 - - - 1,332.46 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Oct-13 Est 4,994.8 473.2 - - - 632.95 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Nov-13 Est 4,540.8 430.2 - - - 130.17 - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Dec-13 Est 4,051.5 383.8 - - - - - 6,182.22 - 5,586.26 - - - - - - - - - - - - - - - Jan-14 Est 4,201.3 398.0 - - - - - 5,574.37 - 5,586.26 - - - - - - - - - - - - - - - Feb-14 Est 2,403.1 227.7 - - - - - 5,226.69 - 5,586.26 - - - - - - - - - - - - - - - Mar-14 Est 3,814.2 361.3 - - - - - 4,699.62 - 5,586.26 - - - - - - - - - - - - - - - Apr-14 Est 3,995.9 378.5 - - - - - 4,121.52 - 5,586.26 - - - - - - - - - - - - - - - May-14 Est 3,814.2 361.3 - - - - - 3,569.69 - 5,586.26 - - - - - - - - - - - - - - - Jun-14 Est 3,632.6 344.1 - - - - - 3,044.13 - 5,586.26 - - - - - - - - - - - - - - - Jul-14 Est 3,087.7 292.5 - - - - - 2,597.42 - 5,586.26 - - - - - - - - - - - - - - - Aug-14 Est 3,087.7 292.5 - - - - - 2,150.70 - 5,586.26 - - - - - - - - - - - - - - - Sep-14 Est 3,995.9 378.5 - - - - - 1,572.59 - 5,586.26 - - - - - - - - - - - - - - - Oct-14 Est 3,995.9 378.5 - - - - - 994.48 - 5,586.26 - - - - - - - - - - - - - - - Nov-14 Est 3,632.6 344.1 - - - - - 468.93 - 5,586.26 - - - - - - - - - - - - - - - Dec-14 Est 3,241.2 307.1 - - - - - - - 5,586.26 - - - - - - - - - - - - - - - Jan-15 NA - - - - - - - 5,039.21 - - - - - - - - - - - - - - - Feb-15 NA - - - - - - - 4,726.31 - - - - - - - - - - - - - - - Mar-15 NA - - - - - - - 4,229.66 - - - - - - - - - - - - - - - Apr-15 NA - - - - - - - 3,709.36 - - - - - - - - - - - - - - - May-15 NA - - - - - - - 3,212.72 - - - - - - - - - - - - - - - Jun-15 NA - - - - - - - 2,739.72 - - - - - - - - - - - - - - - Jul-15 NA - - - - - - - 2,337.67 - - - - - - - - - - - - - - - Aug-15 NA - - - - - - - 1,935.63 - - - - - - - - - - - - - - - Sep-15 NA - - - - - - - 1,415.33 - - - - - - - - - - - - - - - Oct-15 NA - - - - - - - 895.03 - - - - - - - - - - - - - - - Nov-15 NA - - - - - - - 422.04 - - - - - - - - - - - - - - - Sum of Additions x 3 & Recoverable - - 229,655.91 229,655.91 222,559.93 222,559.93 201,105.22 201,105.22 Sum of Actuals - - - 8,553.10 8,553.10 - 444.41 444.41 - - - - 8,997.51 8,997.51 -

2009

-191

-E

2010

-161

-E

2011

-XXX

-E

2011

-XXX

-E R

ate P

eriod


Notes



Residential Lighting W/P D‐2cPage 2 of 2



2010-161-E Test Period Net Recoveries Apr-09 to Mar-10 Refer to Workpaper D-3 employed in Docket No. 2010-161-E - - - 216.92 58.67 12,727.36$ - - - - 216.92 58.67$ 12,727.36$

Vintage Amounts thru 2010-161-E Sum of Amounts from Prior Proceedings - -$ 216.92 12,727.36$ - -$ - -$ 216.92 12,727.36$ (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Test Period Net Recoveries Apr-10 to Mar-11 Amounts from Current Test Period (April 2010 thru March 2011) - -$ - 8,336.18 58.39$ 486,787.86 444.41 58.39$ 25,951.05 - - 8,780.59 -$ 512,738.91$

Vintage Amounts thru 2011-XXX-E Sum of Amounts from Current and Prior Proceedings - -$ -$ 8,553.10 58.39$ 499,515.22$ 444.41 58.39$ 25,951.05$ - -$ -$ 8,997.51 -$ 525,466.27$ (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Rate Period Forecast Jul-11 to Jun-12 Sum of Rate Period Values (Jul‐11 thru Jun‐12) - - -$ 11,077.07 57.85$ 640,857.81$ 9,608.45 57.85$ 555,891.43$ 1,426.82 57.85$ 82,548.05$ 22,112.34 57.85$ 1,279,297.29$


Neighborhood Energy Saver W/P D‐2dPage 1 of 2

Progress Energy Carolinas, Inc.Recoverable Sales Reductions from Energy Efficiency Programs (MWH): Residential Neighborhood Energy Saver Program (Low Income


MWH kW Additions Losses Additions Losses Additions Losses Additions Losses Factor (SC) Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ RecoveryJan-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Feb-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Mar-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Apr-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - May-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jun-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jul-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Aug-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Sep-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Oct-09 Act 125.28 19.31 125.3 10.44 - - - - - - 14.94% 1.56 - (1.56) - - - - - - - - - 1.56 - (1.56) Nov-09 Act 422.24 65.07 422.2 45.63 - - - - - - 14.94% 6.82 - (8.38) - - - - - - - - - 6.82 - (8.38) Dec-09 Act 30.62 4.63 30.6 48.18 - - - - - - 14.94% 7.20 - (15.57) - - - - - - - - - 7.20 - (15.57) Jan-10 Act 259.84 40.10 - 48.18 259.8 21.65 - - - - 14.94% 7.20 - (22.77) 3.24 - (3.24) - - - - - - 10.43 - (26.01) Feb-10 Act 292.32 45.11 - 48.18 292.3 46.01 - - - - 14.94% 7.20 - (29.97) 6.87 - (10.11) - - - - - - 14.07 - (40.08) Mar-10 Act 271.90 41.96 - 48.18 271.9 68.67 - - - - 14.94% 7.20 36.46 (0.71) 10.26 19.98 (0.39) - - - - - - 17.46 56.44 (1.10) Apr-10 Act 314.59 47.84 - 48.18 314.6 94.89 - - - - 14.94% 7.20 - (7.91) 14.18 - (14.56) - - - - - - 21.37 - (22.47) May-10 Act 242.21 37.38 - 48.18 242.2 115.07 - - - - 14.59% 7.03 - (14.94) 16.79 - (31.35) - - - - - - 23.82 - (46.29) Jun-10 Act 362.85 55.99 - 48.18 362.8 145.31 - - - - 14.59% 7.03 - (21.97) 21.20 - (52.55) - - - - - - 28.23 - (74.52) Jul-10 Act 405.54 62.58 - 48.18 405.5 179.10 - - - - 14.59% 7.03 - (28.99) 26.13 - (78.69) - - - - - - 33.16 - (107.68) Aug-10 Act 405.54 62.73 - 48.18 405.5 212.90 - - - - 14.59% 7.03 - (36.02) 31.06 - (109.75) - - - - - - 38.09 - (145.77) Sep-10 Act 455.65 70.60 - 48.18 455.6 250.87 - - - - 14.59% 7.03 - (43.05) 36.60 - (146.35) - - - - - - 43.63 - (189.40) Oct-10 Act 427.81 66.02 - 48.18 427.8 286.52 - - - - 14.59% 7.03 - (50.08) 41.80 - (188.15) - - - - - - 48.83 - (238.23) Nov-10 Act 461.22 71.17 - 48.18 461.2 324.95 - - - - 14.59% 7.03 - (57.11) 47.41 - (235.56) - - - - - - 54.44 - (292.67) Dec-10 Act 383.26 59.14 - 48.18 383.3 356.89 - - - - 14.59% 7.03 - (64.14) 52.07 - (287.63) - - - - - - 59.10 - (351.77) Jan-11 Act 299.74 46.25 - 48.18 - 356.89 299.7 24.98 - - 14.59% 7.03 - (71.17) 52.07 - (339.70) 3.64 - (3.64) - - - 62.74 - (414.52) Feb-11 Act 401.82 62.01 - 48.18 - 356.89 401.8 58.46 - - 14.59% 7.03 - (78.20) 52.07 - (391.78) 8.53 - (12.17) - - - 67.63 - (482.15) Mar-11 Act 432.45 66.73 - 48.18 - 356.89 432.4 94.50 - - 14.59% 7.03 85.23 - 52.07 443.85 - 13.79 25.96 - - - - 72.89 555.04 - Apr-11 Est 334.08 50.40 - 48.18 - 356.89 334.1 122.34 - - 14.59% - - - - - - - - - - - - - - - May-11 Est 350.78 52.92 - 48.18 - 356.89 350.8 151.57 - - 14.47% - - - - - - - - - - - - - - - Jun-11 Est 367.49 55.44 - 48.18 - 356.89 367.5 182.20 - - 14.47% - - - - - - - - - - - - - - - Jul-11 Est 334.08 50.40 - 48.18 - 356.89 334.1 210.04 - - 14.47% 6.97 - - 51.64 - - 30.39 - - - - - 89.01 - - Aug-11 Est 384.19 57.96 - 48.18 - 356.89 384.2 242.05 - - 14.47% 6.97 - - 51.64 - - 35.03 - - - - - 93.64 - - Sep-11 Est 350.78 52.92 - 48.18 - 356.89 350.8 271.29 - - 14.47% 6.97 - - 51.64 - - 39.25 - - - - - 97.87 - - Oct-11 Est 350.78 52.92 - 48.18 - 356.89 350.8 300.52 - - 14.47% 6.97 - - 51.64 - - 43.48 - - - - - 102.10 - - Nov-11 Est 334.08 50.40 - 48.18 - 356.89 334.1 328.36 - - 14.47% 6.97 - - 51.64 - - 47.51 - - - - - 106.13 - - Dec-11 Est 317.38 47.88 - 48.18 - 356.89 317.4 354.81 - - 14.47% 6.97 - - 51.64 - - 51.34 - - - - - 109.95 - - Jan-12 Est 334.08 50.40 - 48.18 - 356.89 - 354.81 334.1 27.84 14.47% 6.97 - - 51.64 - - 51.34 - - 4.03 - - 113.98 - - Feb-12 Est 334.08 50.40 - 48.18 - 356.89 - 354.81 334.1 55.68 14.47% 6.97 - - 51.64 - - 51.34 - - 8.06 - - 118.01 - - Mar-12 Est 384.19 57.96 - 48.18 - 356.89 - 354.81 384.2 87.70 14.47% 6.97 - - 51.64 - - 51.34 - - 12.69 - - 122.64 - - Apr-12 Est 334.08 50.40 - 48.18 - 356.89 - 354.81 334.1 115.54 14.47% 6.97 - - 51.64 - - 51.34 - - 16.72 - - 126.67 - - May-12 Est 350.78 52.92 - 48.18 - 356.89 - 354.81 350.8 144.77 14.47% 6.97 - - 51.64 - - 51.34 - - 20.95 - - 130.90 - - Jun-12 Est 367.49 55.44 - 48.18 - 356.89 - 354.81 367.5 175.39 14.47% 6.97 - - 51.64 - - 51.34 - - 25.38 - - 135.33 - - Jul-12 Est 334.08 50.40 - 48.18 - 356.89 - 354.81 334.1 203.23 - - - - - - - - - - - - - - - Aug-12 Est 384.19 57.96 - 48.18 - 356.89 - 354.81 384.2 235.25 - - - - - - - - - - - - - - - Sep-12 Est 350.78 52.92 - 48.18 - 356.89 - 354.81 350.8 264.48 - - - - - - - - - - - - - - - Oct-12 Est 350.78 52.92 - 37.74 - 356.89 - 354.81 350.8 293.71 - - - - - - - - - - - - - - - Nov-12 Est 334.08 50.40 - 2.55 - 356.89 - 354.81 334.1 321.55 - - - - - - - - - - - - - - - Dec-12 Est 317.38 47.88 - - - 356.89 - 354.81 317.4 348.00 - - - - - - - - - - - - - - - Jan-13 Est 334.08 50.40 - - - 335.24 - 354.81 - 348.00 - - - - - - - - - - - - - - - Feb-13 Est 334.08 50.40 - - - 310.88 - 354.81 - 348.00 - - - - - - - - - - - - - - - Mar-13 Est 384.19 57.96 - - - 288.22 - 354.81 - 348.00 - - - - - - - - - - - - - - - Apr-13 Est 334.08 50.40 - - - 262.01 - 354.81 - 348.00 - - - - - - - - - - - - - - - May-13 Est 350.78 52.92 - - - 241.82 - 354.81 - 348.00 - - - - - - - - - - - - - - - Jun-13 Est 367.49 55.44 - - - 211.58 - 354.81 - 348.00 - - - - - - - - - - - - - - - Jul-13 Est 334.08 50.40 - - - 177.79 - 354.81 - 348.00 - - - - - - - - - - - - - - - Aug-13 Est 384.19 57.96 - - - 143.99 - 354.81 - 348.00 - - - - - - - - - - - - - - - Sep-13 Est 350.78 52.92 - - - 106.02 - 354.81 - 348.00 - - - - - - - - - - - - - - - Oct-13 Est 350.78 52.92 - - - 70.37 - 354.81 - 348.00 - - - - - - - - - - - - - - - Nov-13 Est 334.08 50.40 - - - 31.94 - 354.81 - 348.00 - - - - - - - - - - - - - - - Dec-13 Est 317.38 47.88 - - - - - 354.81 - 348.00 - - - - - - - - - - - - - - - Jan-14 Est 334.08 50.40 - - - - - 329.83 - 348.00 - - - - - - - - - - - - - - - Feb-14 Est 334.08 50.40 - - - - - 296.34 - 348.00 - - - - - - - - - - - - - - - Mar-14 Est 384.19 57.96 - - - - - 260.30 - 348.00 - - - - - - - - - - - - - - - Apr-14 Est 334.08 50.40 - - - - - 232.46 - 348.00 - - - - - - - - - - - - - - - May-14 Est 350.78 52.92 - - - - - 203.23 - 348.00 - - - - - - - - - - - - - - - Jun-14 Est 367.49 55.44 - - - - - 172.61 - 348.00 - - - - - - - - - - - - - - - Jul-14 Est 334.08 50.40 - - - - - 144.77 - 348.00 - - - - - - - - - - - - - - - Aug-14 Est 384.19 57.96 - - - - - 112.75 - 348.00 - - - - - - - - - - - - - - - Sep-14 Est 350.78 52.92 - - - - - 83.52 - 348.00 - - - - - - - - - - - - - - - Oct-14 Est 350.78 52.92 - - - - - 54.29 - 348.00 - - - - - - - - - - - - - - - Nov-14 Est 334.08 50.40 - - - - - 26.45 - 348.00 - - - - - - - - - - - - - - - Dec-14 Est 317.38 47.88 - - - - - - - 348.00 - - - - - - - - - - - - - - - Jan-15 NA - - - - - - - 320.16 - - - - - - - - - - - - - - - Feb-15 NA - - - - - - - 292.32 - - - - - - - - - - - - - - - Mar-15 NA - - - - - - - 260.30 - - - - - - - - - - - - - - - Apr-15 NA - - - - - - - 232.46 - - - - - - - - - - - - - - - May-15 NA - - - - - - - 203.23 - - - - - - - - - - - - - - - Jun-15 NA - - - - - - - 172.61 - - - - - - - - - - - - - - - Jul-15 NA - - - - - - - 144.77 - - - - - - - - - - - - - - - Aug-15 NA - - - - - - - 112.75 - - - - - - - - - - - - - - - Sep-15 NA - - - - - - - 83.52 - - - - - - - - - - - - - - - Oct-15 NA - - - - - - - 54.29 - - - - - - - - - - - - - - - Nov-15 NA - - - - - - - 26.45 - - - - - - - - - - - - - - - Sum of Additions x 3 & Recoverable 1,734.43 1,734.43 12,848.16 12,848.16 12,772.99 12,772.99 12,528.00 12,528.00 Sum of Actuals 121.69 121.69 - 463.83 463.83 - 25.96 25.96 - - - - 611.48 611.48 -

2009

-191

-E

2010

-161

-E

2011

-XXX

-E

2011

-XXX

-E R

ate P

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Notes



Neighborhood Energy Saver W/P D‐2dPage 2 of 2



2010-161-E Test Period Net Recoveries Apr-09 to Mar-10 Refer to Workpaper D-3 employed in Docket No. 2010-161-E 36.46 58.67 2,139.10 19.98 58.67 1,172.29$ - - - - 56.44 58.67 3,311.39$

Vintage Amounts thru 2010-161-E Sum of Amounts from Prior Proceedings 36.46 2,139.10$ 19.98 1,172.29$ - -$ - -$ 56.44 3,311.39$ (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Test Period Net Recoveries Apr-10 to Mar-11 Amounts from Current Test Period (April 2010 thru March 2011) 85.23 58.39$ 4,976.88 443.85 58.39$ 25,918.23 25.96 58.39$ 1,516.04 - - 555.04 58.39$ 32,411.15$

Vintage Amounts thru 2011-XXX-E Sum of Amounts from Current and Prior Proceedings 121.69 58.39$ 7,115.98$ 463.83 58.39$ 27,090.51$ 25.96 58.39$ 1,516.04$ - -$ -$ 611.48 58.39$ 35,722.54$ (W/P D-3) (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Rate Period Forecast Jul-11 to Jun-12 Sum of Rate Period Values (Jul‐11 thru Jun‐12) 83.66 57.85$ 4,839.96$ 619.71 57.85$ 35,852.96$ 555.05 57.85$ 32,112.29$ 87.82 57.85$ 5,080.79$ 1,346.24 57.85$ 77,885.99$


Residential Appliance Recycling W/P D‐2ePage 1 of 2

Progress Energy Carolinas, Inc.Recoverable Sales Reductions from Energy Efficiency Programs (MWH): Residential Appliance Recycling Program


MWH kW Additions Losses Additions Losses Additions Losses Additions Losses Factor (SC) Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ RecoveryJan-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Feb-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Mar-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Apr-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - May-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jun-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jul-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Aug-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Sep-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Oct-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Nov-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Dec-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jan-10 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Feb-10 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Mar-10 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Apr-10 Act 80.30 9.35 - - 80.3 6.69 - - - - 14.94% - - - 1.00 - (1.00) - - - - - - 1.00 - (1.00) May-10 Act 400.60 46.60 - - 400.6 40.07 - - - - 14.59% - - - 5.85 - (6.85) - - - - - - 5.85 - (6.85) Jun-10 Act 345.10 40.20 - - 345.1 68.83 - - - - 14.59% - - - 10.04 - (16.89) - - - - - - 10.04 - (16.89) Jul-10 Act 251.90 24.65 - - 251.9 89.82 - - - - 14.59% - - - 13.11 - (29.99) - - - - - - 13.11 - (29.99) Aug-10 Act 438.20 55.40 - - 438.2 126.34 - - - - 14.59% - - - 18.43 - (48.43) - - - - - - 18.43 - (48.43) Sep-10 Act 869.00 101.10 - - 869.0 198.76 - - - - 14.59% - - - 29.00 - (77.43) - - - - - - 29.00 - (77.43) Oct-10 Act 668.00 77.80 - - 668.0 254.42 - - - - 14.59% - - - 37.12 - (114.55) - - - - - - 37.12 - (114.55) Nov-10 Act 513.30 59.70 - - 513.3 297.20 - - - - 14.59% - - - 43.36 - (157.91) - - - - - - 43.36 - (157.91) Dec-10 Act 459.30 53.50 - - 459.3 335.47 - - - - 14.59% - - - 48.95 - (206.85) - - - - - - 48.95 - (206.85) Jan-11 Act 225.29 25.85 - - - 335.47 225.3 18.77 - - 14.59% - - - 48.95 - (255.80) 2.74 - (2.74) - - - 51.68 - (258.54) Feb-11 Act 268.00 31.10 - - - 335.47 268.0 41.11 - - 14.59% - - - 48.95 - (304.75) 6.00 - (8.74) - - - 54.94 - (313.48) Mar-11 Act 516.40 60.10 - - - 335.47 516.4 84.14 - - 14.59% - - - 48.95 353.69 - 12.28 21.01 - - - - 61.22 374.70 - Apr-11 Est 773.94 168.82 - - - 335.47 773.9 148.64 - - 14.59% - - - - - - - - - - - - - - - May-11 Est 619.17 135.06 - - - 335.47 619.2 200.23 - - 14.47% - - - - - - - - - - - - - - - Jun-11 Est 464.40 101.30 - - - 335.47 464.4 238.93 - - 14.47% - - - - - - - - - - - - - - - Jul-11 Est 495.30 108.04 - - - 335.47 495.3 280.21 - - 14.47% - - - 48.54 - - 40.55 - - - - - 89.09 - - Aug-11 Est 619.17 135.06 - - - 335.47 619.2 331.81 - - 14.47% - - - 48.54 - - 48.01 - - - - - 96.56 - - Sep-11 Est 773.94 168.82 - - - 335.47 773.9 396.30 - - 14.47% - - - 48.54 - - 57.34 - - - - - 105.89 - - Oct-11 Est 619.17 135.06 - - - 335.47 619.2 447.90 - - 14.47% - - - 48.54 - - 64.81 - - - - - 113.35 - - Nov-11 Est 464.40 101.30 - - - 335.47 464.4 486.60 - - 14.47% - - - 48.54 - - 70.41 - - - - - 118.95 - - Dec-11 Est 469.26 102.36 - - - 335.47 469.3 525.70 - - 14.47% - - - 48.54 - - 76.07 - - - - - 124.61 - - Jan-12 Est 281.32 61.37 - - - 335.47 - 525.70 281.3 23.44 14.47% - - - 48.54 - - 76.07 - - 3.39 - - 128.00 - - Feb-12 Est 338.80 73.90 - - - 335.47 - 525.70 338.8 51.68 14.47% - - - 48.54 - - 76.07 - - 7.48 - - 132.09 - - Mar-12 Est 759.27 165.62 - - - 335.47 - 525.70 759.3 114.95 14.47% - - - 48.54 - - 76.07 - - 16.63 - - 141.25 - - Apr-12 Est 948.84 206.97 - - - 335.47 - 525.70 948.8 194.02 14.47% - - - 48.54 - - 76.07 - - 28.07 - - 152.69 - - May-12 Est 759.27 165.62 - - - 335.47 - 525.70 759.3 257.29 14.47% - - - 48.54 - - 76.07 - - 37.23 - - 161.84 - - Jun-12 Est 569.71 124.27 - - - 335.47 - 525.70 569.7 304.77 14.47% - - - 48.54 - - 76.07 - - 44.10 - - 168.71 - - Jul-12 Est 607.02 132.41 - - - 335.47 - 525.70 607.0 355.35 - - - - - - - - - - - - - - - Aug-12 Est 759.27 165.62 - - - 335.47 - 525.70 759.3 418.63 - - - - - - - - - - - - - - - Sep-12 Est 948.84 206.97 - - - 335.47 - 525.70 948.8 497.70 - - - - - - - - - - - - - - - Oct-12 Est 759.27 165.62 - - - 335.47 - 525.70 759.3 560.97 - - - - - - - - - - - - - - - Nov-12 Est 569.71 124.27 - - - 335.47 - 525.70 569.7 608.44 - - - - - - - - - - - - - - - Dec-12 Est 574.75 125.37 - - - 335.47 - 525.70 574.7 656.34 - - - - - - - - - - - - - - - Jan-13 Est 334.74 73.02 - - - 335.47 - 525.70 - 656.34 - - - - - - - - - - - - - - - Feb-13 Est 403.12 87.93 - - - 335.47 - 525.70 - 656.34 - - - - - - - - - - - - - - - Mar-13 Est 903.43 197.06 - - - 335.47 - 525.70 - 656.34 - - - - - - - - - - - - - - - Apr-13 Est 1,128.98 246.27 - - - 328.78 - 525.70 - 656.34 - - - - - - - - - - - - - - - May-13 Est 903.43 197.06 - - - 295.40 - 525.70 - 656.34 - - - - - - - - - - - - - - - Jun-13 Est 677.87 147.86 - - - 266.64 - 525.70 - 656.34 - - - - - - - - - - - - - - - Jul-13 Est 722.26 157.55 - - - 245.65 - 525.70 - 656.34 - - - - - - - - - - - - - - - Aug-13 Est 903.43 197.06 - - - 209.13 - 525.70 - 656.34 - - - - - - - - - - - - - - - Sep-13 Est 1,128.98 246.27 - - - 136.72 - 525.70 - 656.34 - - - - - - - - - - - - - - - Oct-13 Est 903.43 197.06 - - - 81.05 - 525.70 - 656.34 - - - - - - - - - - - - - - - Nov-13 Est 677.87 147.86 - - - 38.28 - 525.70 - 656.34 - - - - - - - - - - - - - - - Dec-13 Est 683.87 149.17 - - - - - 525.70 - 656.34 - - - - - - - - - - - - - - - Jan-14 Est 390.98 85.29 - - - - - 506.93 - 656.34 - - - - - - - - - - - - - - - Feb-14 Est 470.86 102.71 - - - - - 484.60 - 656.34 - - - - - - - - - - - - - - - Mar-14 Est 1,055.23 230.18 - - - - - 441.56 - 656.34 - - - - - - - - - - - - - - - Apr-14 Est 1,318.69 287.65 - - - - - 377.07 - 656.34 - - - - - - - - - - - - - - - May-14 Est 1,055.23 230.18 - - - - - 325.47 - 656.34 - - - - - - - - - - - - - - - Jun-14 Est 791.77 172.71 - - - - - 286.77 - 656.34 - - - - - - - - - - - - - - - Jul-14 Est 843.62 184.02 - - - - - 245.49 - 656.34 - - - - - - - - - - - - - - - Aug-14 Est 1,055.23 230.18 - - - - - 193.90 - 656.34 - - - - - - - - - - - - - - - Sep-14 Est 1,318.69 287.65 - - - - - 129.40 - 656.34 - - - - - - - - - - - - - - - Oct-14 Est 1,055.23 230.18 - - - - - 77.80 - 656.34 - - - - - - - - - - - - - - - Nov-14 Est 791.77 172.71 - - - - - 39.10 - 656.34 - - - - - - - - - - - - - - - Dec-14 Est 798.78 174.24 - - - - - - - 656.34 - - - - - - - - - - - - - - - Jan-15 NA - - - - - - - 632.90 - - - - - - - - - - - - - - - Feb-15 NA - - - - - - - 604.66 - - - - - - - - - - - - - - - Mar-15 NA - - - - - - - 541.39 - - - - - - - - - - - - - - - Apr-15 NA - - - - - - - 462.32 - - - - - - - - - - - - - - - May-15 NA - - - - - - - 399.05 - - - - - - - - - - - - - - - Jun-15 NA - - - - - - - 351.57 - - - - - - - - - - - - - - - Jul-15 NA - - - - - - - 300.99 - - - - - - - - - - - - - - - Aug-15 NA - - - - - - - 237.71 - - - - - - - - - - - - - - - Sep-15 NA - - - - - - - 158.64 - - - - - - - - - - - - - - - Oct-15 NA - - - - - - - 95.37 - - - - - - - - - - - - - - - Nov-15 NA - - - - - - - 47.90 - - - - - - - - - - - - - - - Sum of Additions x 3 & Recoverable - - 12,077.10 12,077.10 18,925.30 18,925.30 23,628.24 23,628.24 Sum of Actuals - - - 353.69 353.69 - 21.01 21.01 - - - - 374.70 374.70 -

2009

-191

-E

2010

-161

-E

2011

-XXX

-E

2011

-XXX

-E R

ate P

eriod


Notes



Residential Appliance Recycling W/P D‐2ePage 2 of 2



2010-161-E Test Period Net Recoveries Apr-09 to Mar-10 Refer to Workpaper D-3 employed in Docket No. 2010-161-E - -$ - - -$ -$ - - - - - -$ -$

Vintage Amounts thru 2010-161-E Sum of Amounts from Prior Proceedings - -$ - -$ - -$ - -$ - -$ (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Test Period Net Recoveries Apr-10 to Mar-11 Amounts from Current Test Period (April 2010 thru March 2011) - -$ - 353.69 58.39$ 20,653.70 21.01 58.39$ 1,227.04 - - 374.70 -$ 21,880.74$

Vintage Amounts thru 2011-XXX-E Sum of Amounts from Current and Prior Proceedings - -$ -$ 353.69 58.39$ 20,653.70$ 21.01 58.39$ 1,227.04$ - -$ -$ 374.70 -$ 21,880.74$ (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Rate Period Forecast Jul-11 to Jun-12 Sum of Rate Period Values (Jul‐11 thru Jun‐12) - -$ -$ 582.52 57.85$ 33,701.29$ 813.61 57.85$ 47,070.91$ 136.91 57.85$ 7,920.74$ 1,533.04 57.85$ 88,692.94$


Residential Benchmarking W/P D‐2fPage 1 of 2

Progress Energy Carolinas, Inc.Recoverable Sales Reductions from Energy Efficiency Programs (MWH): Residential Benchmarking Program


MWH kW Additions Losses Additions Losses Additions Losses Additions Losses Factor (SC) Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ RecoveryJan-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Feb-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Mar-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - Apr-09 NA - - - - - - - - - - 15.19% - - - - - - - - - - - - - - - May-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jun-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jul-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Aug-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Sep-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Oct-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Nov-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Dec-09 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Jan-10 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Feb-10 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Mar-10 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - Apr-10 NA - - - - - - - - - - 14.94% - - - - - - - - - - - - - - - May-10 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Jun-10 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Jul-10 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Aug-10 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Sep-10 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Oct-10 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Nov-10 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Dec-10 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Jan-11 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Feb-11 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Mar-11 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - Apr-11 NA - - - - - - - - - - 14.59% - - - - - - - - - - - - - - - May-11 NA - - - - - - - - - - 14.47% - - - - - - - - - - - - - - - Jun-11 Est 14,400.00 2,585.00 - - - - 14,400.0 1,200.00 - - 14.47% - - - - - - - - - - - - - - - Jul-11 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Aug-11 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Sep-11 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Oct-11 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Nov-11 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Dec-11 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Jan-12 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Feb-12 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Mar-12 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Apr-12 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - May-12 Est - - - - - - - 1,200.00 - - 14.47% - - - - - - 173.64 - - - - - 173.64 - - Jun-12 Est 14,400.00 2,585.00 - - - - - - 14,400.0 1,200.00 14.47% - - - - - - - - - 173.64 - - 173.64 - - Jul-12 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Aug-12 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Sep-12 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Oct-12 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Nov-12 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Dec-12 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Jan-13 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Feb-13 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Mar-13 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Apr-13 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - May-13 Est - - - - - - - - - 1,200.00 - - - - - - - - - - - - - - - Jun-13 Est 11,520.00 2,068.00 - - - - - - - - - - - - - - - - - - - - - - - Jul-13 Est - - - - - - - - - - - - - - - - - - - - - - - - - Aug-13 Est - - - - - - - - - - - - - - - - - - - - - - - - - Sep-13 Est - - - - - - - - - - - - - - - - - - - - - - - - - Oct-13 Est - - - - - - - - - - - - - - - - - - - - - - - - - Nov-13 Est - - - - - - - - - - - - - - - - - - - - - - - - - Dec-13 Est - - - - - - - - - - - - - - - - - - - - - - - - - Jan-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Feb-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Mar-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Apr-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - May-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Jun-14 Est 14,400.00 2,585.00 - - - - - - - - - - - - - - - - - - - - - - - Jul-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Aug-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Sep-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Oct-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Nov-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Dec-14 Est - - - - - - - - - - - - - - - - - - - - - - - - - Jan-15 NA - - - - - - - - - - - - - - - - - - - - - - - Feb-15 NA - - - - - - - - - - - - - - - - - - - - - - - Mar-15 NA - - - - - - - - - - - - - - - - - - - - - - - Apr-15 NA - - - - - - - - - - - - - - - - - - - - - - - May-15 NA - - - - - - - - - - - - - - - - - - - - - - - Jun-15 NA - - - - - - - - - - - - - - - - - - - - - - - Jul-15 NA - - - - - - - - - - - - - - - - - - - - - - - Aug-15 NA - - - - - - - - - - - - - - - - - - - - - - - Sep-15 NA - - - - - - - - - - - - - - - - - - - - - - - Oct-15 NA - - - - - - - - - - - - - - - - - - - - - - - Nov-15 NA - - - - - - - - - - - - - - - - - - - - - - - Sum of Additions & Recoverable - - - - 14,400.00 14,400.00 14,400.00 14,400.00 Sum of Actuals - - - - - - - - - - - - - - -


2009

-191

-E

2010

-161

-E

2011

-XXX

-E

2011

-XXX

-E R

ate P

eriod


Notes


Residential Benchmarking W/P D‐2fPage 2 of 2



2010-161-E Test Period Net Recoveries Apr-09 to Mar-10 Refer to Workpaper D-3 employed in Docket No. 2010-161-E - -$ - - -$ -$ - - - - - -$ -$

Vintage Amounts thru 2010-161-E Sum of Amounts from Prior Proceedings - -$ - -$ - -$ - -$ - -$ (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Test Period Net Recoveries Apr-10 to Mar-11 Amounts from Current Test Period (April 2010 thru March 2011) - -$ - - 58.39$ - - 58.39$ - - - - -$ -$

Vintage Amounts thru 2011-XXX-E Sum of Amounts from Current and Prior Proceedings - -$ -$ - 58.39$ -$ - 58.39$ -$ - -$ -$ - -$ -$ (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Rate Period Forecast Jul-11 to Jun-12 Sum of Rate Period Values (Jul‐11 thru Jun‐12) - -$ -$ - 57.85$ -$ 1,910.04 57.85$ 110,504.32$ 173.64 57.85$ 10,045.85$ 2,083.68 57.85$ 120,550.16$

Vintage 2009 Recoveries Vintage 2010 Recoveries Vintage 2011 Recoveries Vintage 2012 Recoveries

Residential CFL Pilot W/P D‐2gPage 1 of 1

Progress Energy Carolinas, Inc.Recoverable Sales Reductions from Energy Efficiency Programs (MWH): Residential CFL Pilot Program

Σ All Vintages (South Carolina)Vintage MWH Recoverable Vintage MWH Recoverable Vintage MWH Recoverable Allocation Recoverable Recovered Over/(Under) Recoverable Recovered Over / Under Recoverable Recovered Over / Under Recoverable Recovered Over / Under

MWH kW Additions Losses Additions Losses Additions Losses Factor (SC) Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery

Sep‐07 VAct 6,705.96 620.99 6,705.96 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (84.89) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (84.89) Oct‐07 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (169.77) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (169.77) Nov‐07 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (254.66) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (254.66) Dec‐07 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (339.55) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (339.55) Jan‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (424.43) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (424.43) Feb‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (509.32) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (509.32) Mar‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (594.20) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (594.20) Apr‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (679.09) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (679.09) May‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (763.98) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (763.98) Jun‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (848.86) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (848.86) Jul‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (933.75) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (933.75) Aug‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (1,018.64) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (1,018.64) Sep‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (1,103.52) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (1,103.52) Oct‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (1,188.41) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (1,188.41) Nov‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (1,273.29) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (1,273.29) Dec‐08 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (1,358.18) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (1,358.18) Jan‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (1,443.07) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (1,443.07) Feb‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (1,527.95) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (1,527.95) Mar‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 1,613.24 0.40 ‐ ‐ ‐ ‐ ‐ ‐ 84.89 1,613.24 0.40 Apr‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 15.19% 84.89 ‐ (84.49) ‐ ‐ ‐ ‐ ‐ ‐ 84.89 ‐ (84.49) May‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 14.94% 83.49 ‐ (167.98) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (167.98) Jun‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 14.94% 83.49 ‐ (251.47) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (251.47) Jul‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 14.94% 83.49 ‐ (334.95) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (334.95) Aug‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ ‐ 14.94% 83.49 ‐ (418.44) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (418.44) Sep‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.94% 83.49 ‐ (501.93) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (501.93) Oct‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.94% 83.49 ‐ (585.42) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (585.42) Nov‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.94% 83.49 ‐ (668.91) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (668.91) Dec‐09 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.94% 83.49 ‐ (752.40) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (752.40) Jan‐10 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.94% 83.49 ‐ (835.89) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (835.89) Feb‐10 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.94% 83.49 ‐ (919.38) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (919.38) Mar‐10 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.94% 83.49 1,001.88 (0.99) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 1,001.88 (0.99) Apr‐10 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.94% 83.49 ‐ (84.48) ‐ ‐ ‐ ‐ ‐ ‐ 83.49 ‐ (84.48) May‐10 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.59% 81.53 ‐ (166.01) ‐ ‐ ‐ ‐ ‐ ‐ 81.53 ‐ (166.01) Jun‐10 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.59% 81.53 ‐ (247.54) ‐ ‐ ‐ ‐ ‐ ‐ 81.53 ‐ (247.54) Jul‐10 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.59% 81.53 ‐ (329.08) ‐ ‐ ‐ ‐ ‐ ‐ 81.53 ‐ (329.08) Aug‐10 ‐ ‐ ‐ 558.83 ‐ ‐ ‐ 14.59% 81.53 ‐ (410.61) ‐ ‐ ‐ ‐ ‐ ‐ 81.53 ‐ (410.61) Sep‐10 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 14.59% ‐ ‐ (410.61) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (410.61) Oct‐10 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 14.59% ‐ ‐ (410.61) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (410.61) Nov‐10 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 14.59% ‐ ‐ (410.61) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (410.61) Dec‐10 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 14.59% ‐ ‐ (410.61) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (410.61) Jan‐11 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 14.59% ‐ ‐ (410.61) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (410.61) Feb‐11 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 14.59% ‐ ‐ (410.61) ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ (410.61) Mar‐11 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 14.59% ‐ 410.61 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 410.61 ‐

Sum of Additions x 3 & Recoverable 20,117.88 20,117.88 ‐ ‐ ‐ ‐ Sum of Actuals 3,025.73 3,025.73 ‐ ‐ ‐ ‐ ‐ ‐ ‐ 3,025.73 3,025.73 ‐

Recovered Net Lost Revenue

Σ Recovered Net Lost Revenue

Start Date End Date Source Documents for Recovered Lost MWHs MWH Rate Recovery MWH Rate Recovery MWH Rate Recovery MWH Rate Recovery

2009‐191‐E Test Period Net Recoveries Sep‐07 to Mar‐09 Refer to Workpaper D‐2 employed in Docket No. 2009‐191‐E 1,613.24 59.28$ 95,632.77$ ‐ ‐$ ‐$ ‐ ‐$ ‐$ 1,613.24 59.28$ 95,632.77$

2010‐161‐E Test Period Net Recoveries Apr‐09 to Mar‐10 Refer to Workpaper D‐3 employed in Docket No. 2010‐161‐E 1,001.88 58.67$ 58,782.87 ‐ ‐$ ‐$ ‐ ‐ 1,001.88 58.67$ 58,782.87$

Sum of Vintage Recovery Amounts thru 2010‐161‐E Sum of Amounts from Prior Proceedings 2,615.12 154,415.64$ ‐ ‐$ ‐ ‐$ 2,615.12 154,415.64$

(W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011‐XXX‐E Test Period Net Recoverables Apr‐10 to Mar‐11 Amounts from Current Test Period (April 2010 thru March 2011) 410.61 58.39$ 23,977.40 ‐ ‐$ ‐ ‐ ‐$ ‐ 410.61 58.39$ 23,977.40$

Sum of Vintage Recovery Amounts thru 2011‐XXX‐E Sum of Amounts from Current and Prior Proceedings 3,025.73 58.39$ 178,393.04$ ‐ ‐$ ‐$ ‐ ‐$ ‐$ 3,025.73 58.39$ 178,393.04$

To W/P D-2

2011‐XXX‐E Rate Period Forecast Jul‐11 to Jun‐12 Sum of Rate Period Values (Jul‐11 thru Jun‐12) ‐ ‐$ ‐$ ‐ ‐$ ‐$ ‐ ‐$ ‐$ ‐ ‐$ -$

Notes

Docket 2

011‐XX

X‐E Test Period

Docket 2

009‐191‐E Test Period

Docket 2

010‐161‐E Test Period

Additions (W/P D-3A)Vintage ‐ 2007 Vintage ‐ 2008 Vintage ‐ 2009

Amounts Do Not Include Current Rate Period

Vintage 2007 Recoveries Vintage 2008 Recoveries Vintage 2009 Recoveries

Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period

Vintage ‐ 2007 (South Carolina) Vintage ‐ 2008 (South Carolina) Vintage ‐ 2009 (South Carolina)

CIG Energy Efficiency Program W/P D-2h

Page 1 of 2

Progress Energy Carolinas, Inc.Recoverable Sales Reductions from Energy Efficiency Programs (MWH): CIG Energy Efficiency Program

Σ All Vintages (South Carolina)

Vintage MWH Recoverable Vintage MWH Recoverable Vintage MWH Recoverable Vintage MWH Recoverable Allocation Recoverable Recovered Over/(Under) Recoverable Recovered Over/(Under) Recoverable Recovered Over/(Under) Recoverable Recovered Over/(Under) Recoverable Recovered Over/(Under)

MWH kW Additions Losses Additions Losses Additions Losses Additions Losses Factor (SC) Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery Losses Losses Σ Recovery

Jan-09 Act - - - - - - - - - - 15.19% - - - - - - - - - - - - - - -

Feb-09 Act - - - - - - - - - - 15.19% - - - - - - - - - - - - - - -

Mar-09 Act - - - - - - - - - - 15.19% - - - - - - - - - - - - - - -

Apr-09 Act 765.41 176.75 765.4 63.78 - - - - - - 15.19% 9.69 - (9.69) - - - - - - - - - 9.69 - (9.69)

May-09 Act 930.85 215.93 930.9 141.36 - - - - - - 14.94% 21.12 - (30.81) - - - - - - - - - 21.12 - (30.81)

Jun-09 Act 765.24 244.29 765.2 205.13 - - - - - - 14.94% 30.65 - (61.45) - - - - - - - - - 30.65 - (61.45)

Jul-09 Act 2,335.85 487.46 2,335.8 399.78 - - - - - - 14.94% 59.73 - (121.18) - - - - - - - - - 59.73 - (121.18)

Aug-09 Act 1,384.46 392.71 1,384.5 515.15 - - - - - - 14.94% 76.96 - (198.14) - - - - - - - - - 76.96 - (198.14)

Sep-09 Act 2,518.43 437.41 2,518.4 725.02 - - - - - - 14.94% 108.32 - (306.46) - - - - - - - - - 108.32 - (306.46)

Oct-09 Act 2,885.65 514.72 2,885.6 965.49 - - - - - - 14.94% 144.24 - (450.71) - - - - - - - - - 144.24 - (450.71)

Nov-09 Act 1,762.22 397.79 1,762.2 1,112.34 - - - - - - 14.94% 166.18 - (616.89) - - - - - - - - - 166.18 - (616.89)

Dec-09 Act 214.02 49.20 214.0 1,130.18 - - - - - - 14.94% 168.85 - (785.74) - - - - - - - - - 168.85 - (785.74)

Jan-10 Act 3,748.99 739.20 - 1,130.18 3,749.0 312.42 - - - - 14.94% 168.85 - (954.59) 46.67 - (46.67) - - - - - - 215.52 - (1,001.26)

Feb-10 Act 2,338.15 473.65 - 1,130.18 2,338.2 507.26 - - - - 14.94% 168.85 - (1,123.44) 75.78 - (122.46) - - - - - - 244.63 - (1,245.89)

Mar-10 Act 3,635.66 831.98 - 1,130.18 3,635.7 810.23 - - - - 14.94% 168.85 1,272.41 (19.88) 121.05 239.76 (3.75) - - - - - - 289.90 1,512.17 (23.62)

Apr-10 Act 2,768.84 489.17 - 1,130.18 2,768.8 1,040.97 - - - - 14.94% 168.85 - (188.73) 155.52 - (159.27) - - - - - - 324.37 - (347.99)

May-10 Act 2,715.74 697.69 - 1,130.18 2,715.7 1,267.28 - - - - 14.59% 164.89 - (353.62) 184.90 - (344.16) - - - - - - 349.79 - (697.78)

Jun-10 Act 1,448.30 372.82 - 1,130.18 1,448.3 1,387.97 - - - - 14.59% 164.89 - (518.51) 202.51 - (546.67) - - - - - - 367.40 - (1,065.18)

Jul-10 Act 1,984.80 492.79 - 1,130.18 1,984.8 1,553.37 - - - - 14.59% 164.89 - (683.40) 226.64 - (773.31) - - - - - - 391.53 - (1,456.71)

Aug-10 Act 3,403.55 670.44 - 1,130.18 3,403.6 1,837.00 - - - - 14.59% 164.89 - (848.30) 268.02 - (1,041.32) - - - - - - 432.91 - (1,889.62)

Sep-10 Act 1,418.18 234.79 - 1,130.18 1,418.2 1,955.18 - - - - 14.59% 164.89 - (1,013.19) 285.26 - (1,326.59) - - - - - - 450.15 - (2,339.77)

Oct-10 Act 4,072.63 713.23 - 1,130.18 4,072.6 2,294.57 - - - - 14.59% 164.89 - (1,178.08) 334.78 - (1,661.36) - - - - - - 499.67 - (2,839.45)

Nov-10 Act 3,346.24 780.19 - 1,130.18 3,346.2 2,573.42 - - - - 14.59% 164.89 - (1,342.98) 375.46 - (2,036.83) - - - - - - 540.36 - (3,379.80)

Dec-10 Act 1,877.12 255.44 - 1,130.18 1,877.1 2,729.85 - - - - 14.59% 164.89 - (1,507.87) 398.29 - (2,435.11) - - - - - - 563.18 - (3,942.98)

Jan-11 Act 3,069.00 749.00 - 1,130.18 - 2,729.85 3,069.0 255.75 - - 14.59% 164.89 - (1,672.76) 398.29 - (2,833.40) 37.31 - (37.31) - - - 600.49 - (4,543.47)

Feb-11 Act 4,689.48 1,108.83 - 1,130.18 - 2,729.85 4,689.5 646.54 - - 14.59% 164.89 - (1,837.65) 398.29 - (3,231.68) 94.33 - (131.64) - - - 657.51 - (5,200.98)

Mar-11 Act 4,434.36 1,045.80 - 1,130.18 - 2,729.85 4,434.4 1,016.07 - - 14.59% 164.89 2,002.55 - 398.29 3,629.97 - 148.24 279.89 - - - - 711.42 5,912.40 -

Apr-11 Est 3,035.00 738.00 - 1,130.18 - 2,729.85 3,035.0 1,268.99 - - 14.59% - - - - - - - - - - - - - - -

May-11 Est 3,219.00 782.00 - 1,130.18 - 2,729.85 3,219.0 1,537.24 - - 14.47% - - - - - - - - - - - - - - -

Jun-11 Est 3,314.00 806.00 - 1,130.18 - 2,729.85 3,314.0 1,813.40 - - 14.47% - - - - - - - - - - - - - - -

Jul-11 Est 3,412.00 829.00 - 1,130.18 - 2,729.85 3,412.0 2,097.74 - - 14.47% 163.54 - - 395.01 - - 303.54 - - - - - 862.09 - -

Aug-11 Est 3,513.00 854.00 - 1,130.18 - 2,729.85 3,513.0 2,390.49 - - 14.47% 163.54 - - 395.01 - - 345.90 - - - - - 904.45 - -

Sep-11 Est 3,617.00 879.00 - 1,130.18 - 2,729.85 3,617.0 2,691.90 - - 14.47% 163.54 - - 395.01 - - 389.52 - - - - - 948.06 - -

Oct-11 Est 3,724.00 905.00 - 1,130.18 - 2,729.85 3,724.0 3,002.24 - - 14.47% 163.54 - - 395.01 - - 434.42 - - - - - 992.97 - -

Nov-11 Est 3,834.00 932.00 - 1,130.18 - 2,729.85 3,834.0 3,321.74 - - 14.47% 163.54 - - 395.01 - - 480.66 - - - - - 1,039.20 - -

Dec-11 Est 3,625.00 879.00 - 1,130.18 - 2,729.85 3,625.0 3,623.82 - - 14.47% 163.54 - - 395.01 - - 524.37 - - - - - 1,082.91 - -

Jan-12 Est 3,166.00 770.00 - 1,130.18 - 2,729.85 - 3,623.82 3,166.0 263.83 14.47% 163.54 - - 395.01 - - 524.37 - - 38.18 - - 1,121.09 - -

Feb-12 Est 3,259.00 793.00 - 1,130.18 - 2,729.85 - 3,623.82 3,259.0 535.42 14.47% 163.54 - - 395.01 - - 524.37 - - 77.47 - - 1,160.39 - -

Mar-12 Est 3,356.00 816.00 - 1,130.18 - 2,729.85 - 3,623.82 3,356.0 815.08 14.47% 163.54 - - 395.01 - - 524.37 - - 117.94 - - 1,200.86 - -

Apr-12 Est 3,455.00 840.00 - 1,066.39 - 2,729.85 - 3,623.82 3,455.0 1,103.00 14.47% 154.31 - - 395.01 - - 524.37 - - 159.60 - - 1,233.29 - -

May-12 Est 3,639.00 885.00 - 988.82 - 2,729.85 - 3,623.82 3,639.0 1,406.25 14.47% 143.08 - - 395.01 - - 524.37 - - 203.48 - - 1,265.94 - -

Jun-12 Est 3,734.00 908.00 - 925.05 - 2,729.85 - 3,623.82 3,734.0 1,717.42 14.47% 133.86 - - 395.01 - - 524.37 - - 248.51 - - 1,301.74 - -

Jul-12 Est 3,832.00 932.00 - 730.40 - 2,729.85 - 3,623.82 3,832.0 2,036.75 - - - - - - - - - - - - - - -

Aug-12 Est 3,933.00 957.00 - 615.03 - 2,729.85 - 3,623.82 3,933.0 2,364.50 - - - - - - - - - - - - - - -

Sep-12 Est 4,037.00 982.00 - 405.16 - 2,729.85 - 3,623.82 4,037.0 2,700.92 - - - - - - - - - - - - - - -

Oct-12 Est 4,144.00 1,008.00 - 164.69 - 2,729.85 - 3,623.82 4,144.0 3,046.25 - - - - - - - - - - - - - - -

Nov-12 Est 4,254.00 1,035.00 - 17.83 - 2,729.85 - 3,623.82 4,254.0 3,400.75 - - - - - - - - - - - - - - -

Dec-12 Est 4,368.00 1,063.00 - - - 2,729.85 - 3,623.82 4,368.0 3,764.75 - - - - - - - - - - - - - - -

Jan-13 NA 3,586.00 872.00 - - - 2,417.44 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Feb-13 NA 3,679.00 895.00 - - - 2,222.59 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Mar-13 NA 3,776.00 919.00 - - - 1,919.62 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Apr-13 NA 3,875.00 943.00 - - - 1,688.88 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

May-13 NA 4,059.00 987.00 - - - 1,462.57 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Jun-13 NA 4,154.00 1,011.00 - - - 1,341.88 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Jul-13 NA 4,252.00 1,034.00 - - - 1,176.48 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Aug-13 NA 4,353.00 1,059.00 - - - 892.85 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Sep-13 NA 4,457.00 1,084.00 - - - 774.67 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Oct-13 NA 4,564.00 1,110.00 - - - 435.28 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Nov-13 NA 4,674.00 1,137.00 - - - 156.43 - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Dec-13 NA 4,788.00 1,165.00 - - - - - 3,623.82 - 3,764.75 - - - - - - - - - - - - - - -

Jan-14 NA 3,700.00 900.27 - - - - - 3,368.07 - 3,764.75 - - - - - - - - - - - - - - -

Feb-14 NA 3,900.00 948.93 - - - - - 2,977.28 - 3,764.75 - - - - - - - - - - - - - - -

Mar-14 NA 4,000.00 973.27 - - - - - 2,607.75 - 3,764.75 - - - - - - - - - - - - - - -

Apr-14 NA 4,100.00 997.60 - - - - - 2,354.83 - 3,764.75 - - - - - - - - - - - - - - -

May-14 NA 4,300.00 1,046.26 - - - - - 2,086.58 - 3,764.75 - - - - - - - - - - - - - - -

Jun-14 NA 4,400.00 1,070.59 - - - - - 1,810.42 - 3,764.75 - - - - - - - - - - - - - - -

Jul-14 NA 4,500.00 1,094.92 - - - - - 1,526.08 - 3,764.75 - - - - - - - - - - - - - - -

Aug-14 NA 4,600.00 1,119.26 - - - - - 1,233.33 - 3,764.75 - - - - - - - - - - - - - - -

Sep-14 NA 4,700.00 1,143.59 - - - - - 931.92 - 3,764.75 - - - - - - - - - - - - - - -

Oct-14 NA 4,900.00 1,192.25 - - - - - 621.58 - 3,764.75 - - - - - - - - - - - - - - -

Nov-14 NA 4,900.00 1,192.25 - - - - - 302.08 - 3,764.75 - - - - - - - - - - - - - - -

Sum of Additions x 3 & Recoverable 40,686.38 40,686.38 98,274.64 98,274.64 130,457.54 130,457.54 135,531.00 135,531.00 Sum of Actuals 3,274.95 3,274.95 - 3,869.73 3,869.73 - 279.89 279.89 - - - - 7,424.57 7,424.57 -

- - Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period Amounts Do Not Include Current Rate Period


Not

es

Additions (W/P D-3A)

Vintage - 2009 Vintage - 2010 Vintage - 2011 Vintage - 2012

200

9-19

1-

E

Doc

ket

2010

-161

-E T

est

Per

iod

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t 20

11-X

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d

CIG Energy Efficiency Program W/P D-2h

Page 2 of 2

Σ Recovered Net Lost Revenue

Start Date End Date Source Documents for Recovered Lost MWHs MWH Rate Recovery MWH Rate Recovery MWH Rate Recovery MWH Rate Recovery MWH Rate Recovery


2010-161-E Test Period Net Recoveries Apr-09 to Mar-10 Refer to Workpaper D-3 employed in Docket No. 2010-161-E 1,272.41 52.26$ 66,499.80 239.76 52.26$ 12,530.74$ - - - - 1,512.17 52.26$ 79,030.54$

Sum of Vintage Recovery Amounts thru 2010-161-E Sum of Amounts from Prior Proceedings 1,272.41 66,499.80$ 239.76 12,530.74$ - -$ - -$ 1,512.17 79,030.54$

(W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Test Period Net Recoveries Apr-10 to Mar-11 Amounts from Current Test Period (April 2010 thru March 2011) 2,002.55 52.05$ 104,240.34 3,629.97 52.05$ 188,953.90 279.89 52.05$ 14,569.30 - -$ - 5,912.40 52.05$ 307,763.54$

Sum of Vintage Recovery Amounts thru 2011-XXX-E Sum of Amounts from Current and Prior Proceedings 3,274.95 52.05$ 170,740.14$ 3,869.73 52.05$ 201,484.64$ 279.89 52.05$ 14,569.30$ - -$ -$ 7,424.57 52.05$ 386,794.08$

(W/P D-3) (W/P D-3) (W/P D-3) (W/P D-3) To W/P D-2

2011-XXX-E Rate Period Forecast Jul-11 to Jun-12 Sum of Rate Period Values (Jul-11 thru Jun-12) 1,903.07 51.51$ 98,034.50$ 4,740.11 51.51$ 244,181.04$ 5,624.61 51.51$ 289,744.85$ 845.19 51.51$ 43,539.05$ 13,112.99 51.51$ 675,499.44$


W/P DRPage 1 of 3

EnergyWise Summer

Vintage kW

2009

Vintage ΣkW

2009

Vintage kW

2010

Vintage ΣkW

2010

Vintage kW

2011

Vintage ΣkW

2011

Vintage kW

2009

Vintage kW

2010

Vintage kW

2011

MWH

Savings

Vintage

MWh

2009

Vintage

MWh

2010

Vintage

MWh

2011

(a) (b) = Σ(a) (c) (d) = Σ(c) (e) (f) = Σ(e) (g)=(b)/[(b)+(e)+(g)] (h)=(e)/[(b)+(e)+(g)] (h)=(g)/[(b)+(e)+(g)] (j) W/P D-3B (k) = (h) x (j) (l) = (i) x (j) (m) = (j) x (j)

Jan-09 - - - - - - - - - - - - -

Feb-09 - - - - - - - - - - - - -

Mar-09 - - - - - - - - - - - - -

Apr-09 211.8 211.8 - - - - 100.0% 0.0% 0.0% - - - -

May-09 579.6 791.4 - - - - 100.0% 0.0% 0.0% - - - -

Jun-09 1,395.0 2,186.4 - - - - 100.0% 0.0% 0.0% - - - -

Jul-09 1,639.0 3,825.4 - - - - 100.0% 0.0% 0.0% - - - -

Aug-09 1,766.0 5,591.4 - - - - 100.0% 0.0% 0.0% - - - -

Sep-09 2,019.0 7,610.4 - - - - 100.0% 0.0% 0.0% - - - -

Oct-09 2,175.0 9,785.4 - - - - 100.0% 0.0% 0.0% - - - -

Nov-09 1,639.0 11,424.4 - - - - 100.0% 0.0% 0.0% - - - -

Dec-09 1,793.0 13,217.4 - - - - 100.0% 0.0% 0.0% - - - -

Jan-10 - 13,217.4 2,464.0 2,464.0 - - 84.3% 15.7% 0.0% - - - -

Feb-10 - 13,217.4 2,554.0 5,018.0 - - 72.5% 27.5% 0.0% - - - -

Mar-10 - 13,217.4 3,725.0 8,743.0 - - 60.2% 39.8% 0.0% - - - -

Apr-10 - 13,217.4 3,865.0 12,608.0 - - 51.2% 48.8% 0.0% - - - -

May-10 - 13,217.4 3,748.0 16,356.0 - - 44.7% 55.3% 0.0% 30.76 13.75 17.01 -

Jun-10 - 13,217.4 3,558.0 19,914.0 - - 39.9% 60.1% 0.0% 34.46 13.75 20.71 -

Jul-10 - 13,217.4 3,900.0 23,814.0 - - 35.7% 64.3% 0.0% 38.51 13.75 24.77 -

Aug-10 - 13,217.4 3,930.0 27,744.0 - - 32.3% 67.7% 0.0% 42.60 13.75 28.85 -

Sep-10 - 13,217.4 3,602.0 31,346.0 - - 29.7% 70.3% 0.0% - - - -

Oct-10 - 13,217.4 3,555.0 34,901.0 - - 27.5% 72.5% 0.0% - - - -

Nov-10 - 13,217.4 2,690.0 37,591.0 - - 26.0% 74.0% 0.0% - - - -

Dec-10 - 13,217.4 2,592.0 40,183.0 - - 24.8% 75.2% 0.0% 2.54 0.63 1.91 -

Jan-11 - 13,217.4 - 40,183.0 2,620.0 2,620.0 23.6% 71.7% 4.7% 2.70 0.64 1.94 0.13

Feb-11 - 13,217.4 - 40,183.0 3,030.0 5,650.0 22.4% 68.0% 9.6% - - - -

Mar-11 - 13,217.4 - 40,183.0 3,474.0 9,124.0 21.1% 64.3% 14.6% - - - -

Recoverable Lost Sales (MWHs) 151.57 56.25 95.19 0.13

SC DSM Jurisdictional Allocation Factor (W/P B, Line 3) 14.11% 14.11% 14.11%

Recoverable Jurisdictional Net Lost Sales (MWHs) 21.39 7.94 13.43 0.02

Net Lost Revenue Rate per MWH (W/P D-3, Line 21) 58.39$ 58.39$ 58.39$

Recoverable Net Lost Revenues (By Vintage) 463.48$ 784.32$ 1.04$

Recoverable Net Lost Revenues (Total) 1,248.84$

Progress Energy Carolinas, Inc.Determination of Net Lost Revenues Associated With DSM Programs

W/P DRPage 2 of 3


EnergyWise Winter

Vintage kW

2009

Vintage ΣkW

2009

Vintage kW

2010

Vintage ΣkW

2010

Vintage kW

2011

Vintage ΣkW

2011

Vintage kW

2009

Vintage kW

2010

Vintage kW

2011

MWH

Savings

Vintage

MWh

2009

Vintage

MWh

2010

Vintage

MWh

2011


Jan-09 - - - - - - - - - -

Feb-09 - - - - - - - - - -

Mar-09 - - - - - - - - - -

Apr-09 - - - - - - - - - - - - -

May-09 - - - - - - - - - - - - -

Jun-09 - - - - - - - - - - - - -

Jul-09 - - - - - - - - - - - - -

Aug-09 - - - - - - - - - - - - -

Sep-09 22.0 22.0 - - - - 100.0% 0.0% 0.0% - - - -

Oct-09 78.0 100.0 - - - - 100.0% 0.0% 0.0% - - - -

Nov-09 95.0 195.0 - - - - 100.0% 0.0% 0.0% - - - -

Dec-09 136.0 331.0 - - - - 100.0% 0.0% 0.0% - - - -

Jan-10 - 331.0 163.0 163.0 - - 67.0% 33.0% 0.0% - - - -

Feb-10 - 331.0 209.0 372.0 - - 47.1% 52.9% 0.0% - - - -

Mar-10 - 331.0 238.0 610.0 - - 35.2% 64.8% 0.0% - - - -

Apr-10 - 331.0 242.0 852.0 - - 28.0% 72.0% 0.0% - - - -

May-10 - 331.0 259.0 1,111.0 - - 23.0% 77.0% 0.0% - - - -

Jun-10 - 331.0 233.0 1,344.0 - - 19.8% 80.2% 0.0% - - - -

Jul-10 - 331.0 186.0 1,530.0 - - 17.8% 82.2% 0.0% - - - -

Aug-10 - 331.0 218.0 1,748.0 - - 15.9% 84.1% 0.0% - - - -

Sep-10 - 331.0 299.0 2,047.0 - - 13.9% 86.1% 0.0% - - - -

Oct-10 - 331.0 258.0 2,305.0 - - 12.6% 87.4% 0.0% - - - -

Nov-10 - 331.0 177.0 2,482.0 - - 11.8% 88.2% 0.0% - - - -

Dec-10 - 331.0 170.0 2,652.0 - - 11.1% 88.9% 0.0% 2.54 0.28 2.26 -

Jan-11 - 331.0 - 2,652.0 187.0 187.0 10.4% 83.7% 5.9% 2.70 0.28 2.26 0.16

Feb-11 - 331.0 - 2,652.0 198.0 385.0 9.8% 78.7% 11.4% - - - -

Mar-11 - 331.0 - 2,652.0 361.0 746.0 8.9% 71.1% 20.0% - - - -

Recoverable Lost Sales (MWHs) 5.24 0.56 4.52 0.16


Recoverable Jurisdictional Net Lost Sales (MWHs) 0.74 0.08 0.64 0.02


Recoverable Net Lost Revenues (By Vintage) 4.65$ 37.23$ 1.31$

Recoverable Net Lost Revenues (Total) 43.19$

W/P DRPage 3 of 3


CIG DR

Vintage kW

2009

Vintage ΣkW

2009

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2010

Vintage ΣkW

2010

Vintage kW

2011

Vintage ΣkW

2011

Vintage kW

2009

Vintage kW

2010

Vintage kW

2011

MWH

Savings

Vintage

MWh

2009

Vintage

MWh

2010

Vintage

MWh

2011


Jan-09 - -

Feb-09 - -

Mar-09 - -

Apr-09 - - - - - -

May-09 - - - - - -

Jun-09 - - - - - -

Jul-09 - - - - - -

Aug-09 - - - - - -

Sep-09 - - - - - -

Oct-09 - - - - - -

Nov-09 - - - - - -

Dec-09 816.0 816.0 100.0% 0.0% 0.0% - - - -

Jan-10 816.0 - - - 100.0% 0.0% 0.0% - - - -

Feb-10 816.0 100.0 100.0 - 89.1% 10.9% 0.0% - - - -

Mar-10 816.0 660.0 760.0 - 51.8% 48.2% 0.0% - - - -

Apr-10 816.0 - 760.0 - 51.8% 48.2% 0.0% - - - -

May-10 816.0 905.0 1,665.0 - 32.9% 67.1% 0.0% - - - -

Jun-10 816.0 2,430.0 4,095.0 - 16.6% 83.4% 0.0% 29.47 4.90 24.57 -

Jul-10 816.0 400.0 4,495.0 - 15.4% 84.6% 0.0% 31.87 4.90 26.97 -

Aug-10 816.0 - 4,495.0 - 15.4% 84.6% 0.0% 31.87 4.90 26.97 -

Sep-10 816.0 585.0 5,080.0 - 13.8% 86.2% 0.0% - - - -

Oct-10 816.0 570.0 5,650.0 - 12.6% 87.4% 0.0% - - - -

Nov-10 816.0 900.0 6,550.0 - 11.1% 88.9% 0.0% - - - -

Dec-10 816.0 390.0 6,940.0 - 10.5% 89.5% 0.0% - - - -

Jan-11 816.0 6,940.0 285.0 285.0 10.5% 89.5% 3.5% - - - -

Feb-11 816.0 6,940.0 1,065.0 1,350.0 10.5% 89.5% 14.8% - - - -

Mar-11 816.0 6,940.0 2,500.0 3,850.0 10.5% 89.5% 33.2% - - - -

Recoverable Lost Sales (MWHs) 93.20 14.69 78.51 -


Recoverable Jurisdictional Net Lost Sales (MWHs) 13.15 2.07 11.08 -


Recoverable Net Lost Revenues (By Vintage) 107.88$ 576.66$ -$

Recoverable Net Lost Revenues (Total) 684.55$

Docket 2009‐191‐E W/P D‐2

ResidentialGeneralService System Residential

GeneralService System

1 Gross Margin (Net of GRT) WP Input 61.35$ 54.45$ 47.65$ 61.35$ 54.45$ 47.65$ 2 Less: Incremental Variable O&M From CSP 2.07 2.07 2.07 2.13 2.13 2.13 3 Net Rate for Lost Revenue Determination / MWh Lines 1 - 2 59.28$ 52.38$ 45.58$ 59.22$ 52.32$ 45.52$

DSM Programs (Total Lost MWH)4 Residential EnergyWise W/P D-2a ‐ ‐ ‐ 18.23 ‐ ‐ 5 DSDR Prior Forecast ‐ ‐ ‐ 1,581.16 6 CIG DR W/P D-2b ‐ ‐ ‐ 2.61 7 Total DSM ‐ ‐ ‐ 18.23 2.61 1,581.16

8 SC Allocation Factors (DSM) W/P B 13.27% 13.27% 13.27% 13.84% 13.84% 13.84%

DSM Programs (SC Lost MWH)9 Residential EnergyWise Lines 4 X 8 ‐ ‐ ‐ 2.52 ‐ ‐ 10 DSDR Lines 5 X 8 ‐ ‐ ‐ ‐ ‐ 218.79 11 CIG DR Lines 6 X 8 ‐ ‐ ‐ ‐ 0.36 ‐ 12 Total DSM Σ Lines 9 thru 11 ‐ ‐ ‐ 2.52 0.36 218.79

DSM Programs (SC Net Lost Revenues)13 Residential EnergyWise Lines 3 X 9 ‐$ ‐$ ‐$ 149.35$ ‐$ ‐$ 14 DSDR Lines 3 X 10 ‐ ‐ ‐ ‐ ‐ 9,959.16 15 CIG DR Lines 3 X 11 ‐ ‐ ‐ ‐ 18.93 ‐ 16 Total DSM Σ Lines 13 thru 15 ‐$ ‐$ ‐$ 149.35$ 18.93$ 9,959.16$

EE Programs (Total Lost MWH)17 Residential Home Advantage W/P D-2a 17.61 ‐ ‐ 2,707.86 18 Residential Home Energy Improvement W/P D-2a ‐ ‐ ‐ 1,560.23 19 Residential Low Income Program W/P D-2a 2,824.05 20 CIG Energy Efficiency W/P D-2b ‐ ‐ ‐ 9,292.72 ‐ 21 Pilot CFL Program W/P D-2a 10,617.77 6,705.96 ‐ ‐ 22 Total EE Σ Lines 17 thru 21 10,635.38 ‐ ‐ 13,798.10 9,292.72 ‐

23 SC Allocation Factors (EE) W/P B 15.19% 15.19% 15.19% 14.94% 14.94% 15.19%

EE Programs (SC Lost MWH)24 Residential Home Advantage Lines 17 X 23 2.68 ‐ ‐ 404.64 ‐ ‐ 25 Residential Home Energy Improvement Lines 18 X 23 ‐ ‐ ‐ 233.15 ‐ ‐ 26 Residential Low Income Program Lines 19 X 23 ‐ ‐ ‐ 422.00 ‐ ‐ 27 CIG Energy Efficiency Lines 20 X 23 ‐ ‐ ‐ ‐ 1,388.62 ‐ 28 Pilot CFL Program Lines 21 X 23 1,613.24 ‐ ‐ 1,002.08 ‐ ‐ 29 Total EE Σ Lines 24 thru 28 1,615.91 ‐ ‐ 2,061.86 1,388.62 ‐

EE Programs (SC Net Lost Revenues)30 Residential Home Advantage Lines 3 X 24 158.63$ ‐$ ‐$ 23,962.65$ ‐$ ‐$ 31 Residential Home Energy Improvement Lines 3 X 25 ‐ ‐ ‐ 13,806.98 ‐ ‐ 32 Residential Low Income Program Lines 3 X 26 24,990.89 33 CIG Energy Efficiency Lines 3 X 27 ‐ ‐ ‐ ‐ 72,652.61 ‐ 34 Pilot CFL Program Lines 3 X 28 95,632.77 ‐ ‐ 59,343.09 ‐ ‐ 35 Total EE Σ Lines 30 thru 34 95,791.40$ ‐$ ‐$ 122,103.61$ 72,652.61$ ‐$

TEST PERIOD(S) RATE PERIOD

Calculation of Net Lost RevenuesPROGRESS ENERGY CAROLINAS, INC.

i24552

Rectangle

Docket 2010‐161‐E W/P D‐3

ResidentialGeneralService System Residential

GeneralService System

1 Adjusted Gross Margin (Net of GRT) WP D-4 1 60.79$ 54.38$ 47.45$ 60.79$ 54.38$ 47.45$ 2 Less: Incremental Variable O&M From CSP 2.12 2.12 2.12 2.17 2.17 2.17 3 Net Rate for Lost Revenue Determination / MWh Lines 1 - 2 58.67$ 52.26$ 45.33$ 58.62$ 52.21$ 45.28$

DSM Programs (Total Lost MWH)4 Residential EnergyWise TBD 2 ‐ ‐ ‐ ‐ ‐ ‐ 5 DSDR TBD 2 ‐ ‐ ‐ ‐ ‐ ‐ 6 CIG DR TBD 2 ‐ ‐ ‐ ‐ ‐ ‐ 7 Total DSM Σ Lines 4 thru 6 ‐ ‐ ‐ ‐ ‐ ‐

8 SC Allocation Factors (DSM) W/P B 13.84% 13.84% 13.84% 14.11% 14.11% 14.11%

DSM Programs (SC Lost MWH)9 Residential EnergyWise Lines 4 X 8 ‐ ‐ ‐ ‐ ‐ ‐ 10 DSDR Lines 5 X 8 ‐ ‐ ‐ ‐ ‐ ‐ 11 CIG DR Lines 6 X 8 ‐ ‐ ‐ ‐ ‐ ‐ 12 Total DSM Σ Lines 9 thru 11 ‐ ‐ ‐ ‐ ‐ ‐

DSM Programs (SC Net Lost Revenues)13 Residential EnergyWise Lines 3 X 9 ‐$ ‐$ ‐$ ‐$ ‐$ ‐$ 14 DSDR Lines 3 X 10 ‐ ‐ ‐ ‐ ‐ ‐ 15 CIG DR Lines 3 X 11 ‐ ‐ ‐ ‐ ‐ ‐ 16 Total DSM Σ Lines 13 thru 15 ‐$ ‐$ ‐$ ‐$ ‐$ ‐$

EE Programs (Total Lost MWH)1

17 Residential Home Advantage W/P D-3a 1 490.30 ‐ ‐ 2,186.10 ‐ ‐ 18 Residential Home Energy Improvement W/P D-3a 1 2,938.03 ‐ ‐ 10,383.93 ‐ ‐ 19 Residential Low Income Program W/P D-3a 1 377.77 ‐ ‐ 4,862.95 ‐ ‐ 20 Residential Lighting W/P D-3a 1 1,451.95 ‐ ‐ 60,406.29 ‐ ‐ 21 Residential Appliance Recycling W/P D-3a 1 ‐ ‐ ‐ 3,838.35 ‐ ‐ 22 CIG Energy Efficiency W/P D-3a 1 ‐ 10,121.65 ‐ ‐ 44,196.89 ‐

23 Pilot CFL Program3 W/P D-3a 1 6,706.00 ‐ ‐ 2,794.17 ‐ ‐ 24 Total EE Σ Lines 17 thru 21 11,964.05 10,121.65 ‐ 84,471.79 44,196.89 ‐

25 SC Allocation Factors (EE) W/P B 14.94% 14.94% 14.94% 14.59% 14.59% 14.59%

EE Programs (SC Lost MWH)26 Residential Home Advantage Lines 17 X 25 73.25 ‐ ‐ 318.95 ‐ ‐ 27 Residential Home Energy Improvement Lines 18 X 25 438.94 ‐ ‐ 1,515.02 ‐ ‐ 28 Residential Low Income Program Lines 19 X 25 56.44 ‐ ‐ 709.50 ‐ ‐ 29 Residential Lighting Lines 20 X 25 216.92 ‐ ‐ 8,813.28 ‐ ‐ 30 Residential Appliance Recycling Lines 21 X 25 ‐ ‐ ‐ 560.02 ‐ ‐ 31 CIG Energy Efficiency Lines 22 X 25 ‐ 1,512.17 ‐ ‐ 6,448.33 ‐ 32 Pilot CFL Program Lines 23 X 25 1,001.88 ‐ ‐ 407.67 ‐ ‐ 33 Total EE Σ Lines 26 thru 32 1,787.43 1,512.17 ‐ 12,324.43 6,448.33 ‐

EE Programs (SC Net Lost Revenues)34 Residential Home Advantage Lines 3 X 26 4,297.83$ ‐$ ‐$ 18,697.85$ ‐$ ‐$ 34 Residential Home Energy Improvement Lines 3 X 27 25,753.96 ‐ ‐ 88,814.43 ‐ ‐ 35 Residential Low Income Program Lines 3 X 28 3,311.39 ‐ ‐ 41,593.12 ‐ ‐ 35 Residential Lighting Lines 3 X 29 12,727.36 ‐ ‐ 516,658.82 ‐ ‐ 36 Residential Appliance Recycling Lines 3 X 30 ‐ ‐ ‐ 32,829.65 ‐ ‐ 36 CIG Energy Efficiency Lines 3 X 31 ‐ 79,030.54 ‐ ‐ 336,685.62 ‐ 37 Pilot CFL Program Lines 3 X 32 58,782.87 ‐ ‐ 23,898.69 ‐ ‐ 38 Total EE Σ Lines 34 thru 37 104,873.41$ 79,030.54$ ‐$ 722,492.55$ 336,685.62$ ‐$

1 Referenced workpapers filed with Direct Testimony and Exhibits in this proceeding on April 30, 2010.2 Net Lost Revenues for Event Driven Measures will be based on actual as opposed to estimated events.3 CFL Net Lost Revenue Recovery through End of Test Period 2 yrs 7 months. Remaining 5 months reflected in Rate Period.

PROGRESS ENERGY CAROLINAS, INC.Calculation of Net Lost Revenues

TEST PERIOD RATE PERIOD

i24552

Rectangle

W/P D-3

Base Revenue Determination Residential Commercial System

1 Revenues ($000s)1201,501$ 149,274$ 514,357$

2 Customer Charger Revenues ($000s) 10,724 3,704 14,910

3 Revenues Net of Customer Charge Lines 1 - 2 190,777$ 145,570$ 499,447$

4 GRT in Rates Line 3 x 0.3% 572 437 1,498

5 Revenues Net of Cust Chge & GRT Lines 3 - 4 190,205$ 145,133$ 497,949$

6 Uncollectible Rates Exhibit No. 11 0.7019% 0.0593% 0.2854%

7 Uncollectible Portion of Rates Lines 5 x 6 1,335$ 86$ 1,421$

8 Net Revenues Lines 5 - 7 188,870$ 145,047$ 496,528$

9 Fuel Revenue ($000s) 56,287 46,655 174,792

10 Adjusted Net Margin Lines 8 - 9 132,583$ 98,392$ 321,736$

11 Sales (MWHs) 2,182,809 1,808,722 6,781,872

12 Adjusted Base Revenue per MWh ($) Lines 10 / 11 60.74$ 54.40$ 47.44$

Net Lost Revenue Rate for Test Period

13 Adjusted Base Revenue per MWh ($) Line 12 60.74$ 54.40$ 47.44$

14 2010 Rate Variable O&M Rate per MWh From CSP Study 2.17 2.17 2.17

15 Months in 2010 Calendar Period Apr-Dec 9.0 9.0 9.0

16 Product of 2010 Months X VOM Rate Lines 14 x 15 19.56 19.56 19.56


18 Months in 2011 Calendar Period Jan-Mar 3.0 3.0 3.0


20 Weighted Variable O&M Rate per MWh Lines(16 + 19)/12 2.34$ 2.34$ 2.34$

21 Net per MWh Rate for Test Period Calculations Lines 13 - 20 58.39$ 52.05$ 45.10$

Net Lost Revenue Rate for Rate Period

22 Adjusted Base Revenue per MWh ($) Line 12 60.74$ 54.40$ 47.44$


24 Months in 2011 Calendar Period Jul-Dec 6.0 6.0 6.0



27 Months in 2012 Calendar Period Jan-Jun 6.0 6.0 6.0


29 Weighted Variable O&M Rate per MWh Lines(25 + 28)/12 2.89$ 2.89$ 2.89$

30 Net per MWh Rate for Rate Period Calculations Lines 22 - 29 57.85$ 51.51$ 44.56$

1All revenue and sales values are based on calendar year 2007 (DSM/EE Baseline)


Calculation of Net Lost Revenue Rates

W/P D-3A

Page 1 of 3

MWH Σ MWH kW Σ kW MWH Σ MWH kW Σ kW MWH Σ MWH kW Σ kWJan-09 - - - 45.4 45.4 16.1 16.1 - - - -

Feb-09 - - - 16.1 61.5 5.6 21.7 - - - -

Mar-09 - - - 52.2 113.7 17.4 39.1 - - - -

Apr-09 - - - 50.5 164.2 17.0 56.1 4.3 4.3 4.1 4.1

May-09 - - - 46.1 210.4 16.4 72.5 76.6 81.0 73.6 77.7

Jun-09 - - - 65.3 275.7 21.8 94.3 87.3 168.2 82.5 160.2

Jul-09 - - - 35.0 310.7 12.6 106.9 211.2 379.4 202.9 363.2

Aug-09 - - - 53.2 364.0 18.8 125.7 275.1 654.5 259.8 623.0

Sep-09 - - - 69.5 433.5 22.6 148.2 299.1 953.5 283.1 906.1

Oct-09 125.3 125.3 19.3 19.3 20.1 453.6 7.8 156.1 390.7 1,344.2 363.0 1,269.1

Nov-09 422.2 547.5 65.1 84.4 125.3 578.9 60.0 216.1 285.0 1,629.3 263.9 1,533.0

Dec-09 30.6 578.1 4.6 89.0 78.8 657.7 6.2 222.3 75.0 1,704.2 67.0 1,600.0

Jan-10 259.8 838.0 40.1 129.1 73.6 731.2 26.5 248.7 830.4 2,534.6 781.2 2,381.2

Feb-10 292.3 1,130.3 45.1 174.2 82.4 813.7 28.0 276.7 356.9 2,891.5 323.4 2,704.6

Mar-10 271.9 1,402.2 42.0 216.2 73.6 887.3 23.9 300.6 467.6 3,359.1 438.4 3,143.0

Apr-10 314.6 1,716.8 47.8 264.0 112.4 999.7 38.2 338.8 670.0 4,029.1 652.3 3,795.3

May-10 242.2 1,959.0 37.4 301.4 369.4 1,369.1 129.9 468.7 589.8 4,619.0 585.3 4,380.6

Jun-10 362.8 2,321.9 56.0 357.4 166.3 1,535.4 58.8 527.4 693.2 5,312.2 695.1 5,075.7

Jul-10 405.5 2,727.4 62.6 419.9 252.4 1,787.8 87.9 615.3 571.8 5,883.9 565.3 5,640.9

Aug-10 405.5 3,132.9 62.7 482.7 206.6 1,994.4 72.2 687.5 520.3 6,404.2 520.6 6,161.5

Sep-10 455.6 3,588.6 70.6 553.3 221.0 2,215.4 76.7 764.2 418.1 6,822.4 412.3 6,573.9

Oct-10 427.8 4,016.4 66.0 619.3 265.8 2,481.2 90.5 854.7 445.6 7,267.9 430.9 7,004.7

Nov-10 461.2 4,477.6 71.2 690.5 229.2 2,710.4 79.7 934.4 256.9 7,524.8 246.8 7,251.6

Dec-10 383.3 4,860.9 59.1 749.6 106.5 2,816.9 37.0 971.4 5.0 7,529.7 4.5 7,256.0

Jan-11 299.7 5,160.6 46.25 795.8 673.3 3,490.1 235.5 1,206.9 1,858.2 9,387.9 1,785.4 9,041.4

Feb-11 401.8 5,562.4 62.01 857.9 320.9 3,811.0 114.0 1,320.9 184.2 9,572.2 172.1 9,213.5

Mar-11 432.4 5,994.9 66.73 924.6 286.2 4,097.2 97.1 1,418.0 63.7 9,635.8 62.8 9,276.4

Apr-11 334.1 6,329.0 50.4 975.0 131.8 4,229.0 50.0 1,468.0 186.0 9,821.8 179.1 9,455.5

May-11 350.8 6,679.7 52.9 1,027.9 398.0 4,627.0 151.0 1,619.0 319.2 10,141.0 298.6 9,754.1

Jun-11 367.5 7,047.2 55.4 1,083.3 172.4 4,799.4 65.4 1,684.4 729.1 10,870.2 684.0 10,438.1

Jul-11 334.1 7,381.3 50.4 1,133.7 291.5 5,090.9 110.6 1,795.0 453.7 11,323.9 397.5 10,835.6

Aug-11 384.2 7,765.5 58.0 1,191.7 228.2 5,319.1 86.6 1,881.6 563.6 11,887.5 493.1 11,328.7

Sep-11 350.8 8,116.3 52.9 1,244.6 245.9 5,565.0 93.3 1,974.9 529.0 12,416.5 423.8 11,752.6

Oct-11 350.8 8,467.1 52.9 1,297.5 306.7 5,871.7 116.4 2,091.3 454.0 12,870.6 347.0 12,099.6

Nov-11 334.1 8,801.2 50.4 1,347.9 253.5 6,125.2 96.2 2,187.5 407.0 13,277.6 295.1 12,394.7

Dec-11 317.4 9,118.5 47.9 1,395.8 116.6 6,241.9 44.2 2,231.7 233.3 13,510.9 161.1 12,555.8

Jan-12 334.1 9,452.6 50.4 1,446.2 164.1 6,405.9 62.2 2,293.9 962.0 14,472.9 855.8 13,411.6

Feb-12 334.1 9,786.7 50.4 1,496.6 207.8 6,613.7 78.8 2,372.8 1,155.1 15,627.9 1,017.9 14,429.5

Mar-12 384.2 10,170.9 58.0 1,554.6 185.9 6,799.7 70.5 2,443.3 505.8 16,133.7 396.9 14,826.3

Apr-12 334.1 10,505.0 50.4 1,605.0 284.4 7,084.1 107.9 2,551.2 294.4 16,428.1 197.4 15,023.7

May-12 350.8 10,855.7 52.9 1,657.9 858.6 7,942.7 325.8 2,877.0 395.5 16,823.6 285.4 15,309.1

Jun-12 367.5 11,223.2 55.4 1,713.3 371.9 8,314.6 141.1 3,018.1 853.4 17,677.0 762.2 16,071.3

Jul-12 334.1 11,557.3 50.4 1,763.7 628.9 8,943.5 238.6 3,256.7 533.4 18,210.4 442.2 16,513.5

Aug-12 384.2 11,941.5 58.0 1,821.7 492.2 9,435.7 186.7 3,443.5 620.3 18,830.7 537.7 17,051.1

Sep-12 350.8 12,292.3 52.9 1,874.6 530.5 9,966.2 201.3 3,644.8 541.5 19,372.2 455.1 17,506.2

Oct-12 350.8 12,643.1 52.9 1,927.5 661.7 10,628.0 251.1 3,895.8 462.0 19,834.2 373.0 17,879.2

Nov-12 334.1 12,977.2 50.4 1,977.9 546.9 11,174.9 207.5 4,103.3 416.3 20,250.6 320.8 18,200.0

Dec-12 317.4 13,294.5 47.9 2,025.8 251.6 11,426.4 95.4 4,198.8 269.0 20,519.5 182.0 18,382.0

Jan-13 334.1 13,628.6 50.4 2,076.2 245.2 11,671.6 93.0 4,291.8 1,058.1 21,577.7 941.4 19,323.4

Feb-13 334.1 13,962.7 50.4 2,126.6 310.5 11,982.1 117.8 4,409.6 1,270.6 22,848.3 1,119.7 20,443.0

Mar-13 384.2 14,346.9 58.0 2,184.6 277.9 12,260.0 105.4 4,515.1 556.4 23,404.7 436.6 20,879.6

Apr-13 334.1 14,681.0 50.4 2,235.0 425.0 12,685.0 161.2 4,676.3 323.8 23,728.5 217.1 21,096.7

May-13 350.8 15,031.7 52.9 2,287.9 1,283.0 13,968.0 486.8 5,163.1 435.1 24,163.5 313.9 21,410.6

Jun-13 367.5 15,399.2 55.4 2,343.3 555.7 14,523.7 210.8 5,373.9 938.7 25,102.2 838.4 22,249.0

Jul-13 334.1 15,733.3 50.4 2,393.7 939.8 15,463.5 356.6 5,730.5 586.7 25,689.0 486.4 22,735.4

Aug-13 384.2 16,117.5 58.0 2,451.7 735.5 16,199.0 279.1 6,009.6 682.4 26,371.3 591.4 23,326.9

Sep-13 350.8 16,468.3 52.9 2,504.6 792.7 16,991.7 300.8 6,310.3 595.6 26,967.0 500.6 23,827.4

Oct-13 350.8 16,819.1 52.9 2,557.5 988.8 17,980.6 375.2 6,685.5 508.2 27,475.2 410.3 24,237.7

Nov-13 334.1 17,153.2 50.4 2,607.9 817.2 18,797.8 310.1 6,995.6 458.0 27,933.2 352.8 24,590.6

Dec-13 317.4 17,470.5 47.9 2,655.8 375.9 19,173.7 142.6 7,138.2 295.9 28,229.1 200.2 24,790.8

Jan-14 334.1 17,804.6 50.4 2,706.2 288.9 19,462.6 109.6 7,247.8 1,164.0 29,393.0 1,035.5 25,826.3

Feb-14 334.1 18,138.7 50.4 2,756.6 365.9 19,828.5 138.8 7,386.7 1,397.6 30,790.6 1,231.6 27,057.9

Mar-14 384.2 18,522.9 58.0 2,814.6 327.4 20,155.9 124.2 7,510.9 612.0 31,402.7 480.2 27,538.1

Apr-14 334.1 18,857.0 50.4 2,865.0 500.7 20,656.7 190.0 7,700.9 356.2 31,758.9 238.9 27,777.0

May-14 350.8 19,207.7 52.9 2,917.9 1,511.8 22,168.5 573.6 8,274.5 478.6 32,237.4 345.3 28,122.3

Jun-14 367.5 19,575.2 55.4 2,973.3 654.8 22,823.3 248.4 8,522.9 1,032.6 33,270.0 922.2 29,044.5

Jul-14 334.1 19,909.3 50.4 3,023.7 1,107.4 23,930.7 420.2 8,943.1 645.4 33,915.4 535.0 29,579.6

Aug-14 384.2 20,293.5 58.0 3,081.7 866.7 24,797.4 328.8 9,271.9 750.6 34,666.0 650.6 30,230.1

Sep-14 350.8 20,644.3 52.9 3,134.6 934.1 25,731.4 354.4 9,626.3 655.2 35,321.2 550.6 30,780.8

Oct-14 350.8 20,995.1 52.9 3,187.5 1,165.2 26,896.6 442.1 10,068.4 559.0 35,880.3 451.3 31,232.1

Nov-14 334.1 21,329.2 50.4 3,237.9 963.0 27,859.6 365.4 10,433.7 503.8 36,384.0 388.1 31,620.2

Dec-14 317.4 21,646.5 47.9 3,285.8 443.0 28,302.5 168.1 10,601.8 325.5 36,709.5 220.2 31,840.4

2009 578.1 578.1 89.0 89.0 657.7 657.7 222.3 222.3 1,704.2 1,704.2 1,600.0 1,600.0

2010 4,282.7 4,860.9 660.6 749.6 2,159.2 2,816.9 749.2 971.4 5,825.5 7,529.7 5,656.0 7,256.0

2011 4,257.7 9,118.5 646.2 1,395.8 3,425.0 6,241.9 1,260.3 2,231.7 5,981.2 13,510.9 5,299.8 12,555.8

2012 4,176.0 13,294.5 630.0 2,025.8 5,184.6 11,426.4 1,967.1 4,198.8 7,008.6 20,519.5 5,826.2 18,382.0

2013 4,176.0 17,470.5 630.0 2,655.8 7,747.3 19,173.7 2,939.4 7,138.2 7,709.5 28,229.1 6,408.8 24,790.8

2014 4,176.0 21,646.5 630.0 3,285.8 9,128.8 28,302.5 3,463.6 10,601.8 8,480.5 36,709.5 7,049.7 31,840.4

Energy Efficiency Program Impact Estimates at the Meter

NES Program Home Advantage HEIP Program

W/P D-3A

Page 2 of 3

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2014

MWH Σ MWH kW Σ kW MWH Σ MWH kW Σ kW MWH Σ MWH kW Σ kW- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

- - - - - - - - - - - -

363.0 363.0 18.6 18.6 - - - - - - - -

4,364.4 4,727.4 429.3 447.9 - - - - - - - -

8,284.0 13,011.4 784.9 1,232.7 - - - - - - - -

10,485.9 23,497.3 995.9 2,228.6 80.3 80.3 9.4 9.4 - - - -

1,116.6 24,614.0 113.9 2,342.5 400.6 480.9 46.6 56.0 - - - -

8,324.5 32,938.5 787.3 3,129.8 345.1 826.0 40.2 96.2 - - - -

5,666.7 38,605.2 535.9 3,665.7 251.9 1,077.9 24.7 120.8 - - - -

15,399.9 54,005.1 1,451.7 5,117.4 438.2 1,516.1 55.4 176.2 - - -

6,557.3 60,562.4 617.0 5,734.4 869.0 2,385.1 101.1 277.3 - - - -

8,394.1 68,956.5 794.2 6,528.6 668.0 3,053.1 77.8 355.1 - - - -

6,033.4 74,989.9 571.5 7,100.1 513.3 3,566.4 59.7 414.8 - - - -

1,562.1 76,552.0 152.5 7,252.6 459.3 4,025.7 53.5 468.3 - - - -

7,294.2 83,846.2 686.0 7,938.6 225.3 4,251.0 25.9 494.2 - - - -

4,172.2 88,018.3 395.0 8,333.6 268.0 4,519.0 31.1 525.3 - - - -

6,324.8 94,343.1 596.8 8,930.3 516.4 5,035.4 60.1 585.4 - - - -

6,937.3 101,280.4 657.2 9,587.5 773.9 5,809.3 168.8 754.2 - - - -

6,622.0 107,902.4 627.3 10,214.9 619.2 6,428.5 135.1 889.2 - - - -

6,306.6 114,209.0 597.5 10,812.3 464.4 6,892.9 101.3 990.5 14,400.0 14,400.0 2,585.0 2,585.0

5,360.6 119,569.6 507.8 11,320.2 495.3 7,388.2 108.0 1,098.6 - 14,400.0 - 2,585.0

5,360.6 124,930.3 507.8 11,828.0 619.2 8,007.4 135.1 1,233.6 - 14,400.0 - 2,585.0

6,937.3 131,867.6 657.2 12,485.2 773.9 8,781.3 168.8 1,402.5 - 14,400.0 - 2,585.0

6,937.3 138,804.8 657.2 13,142.4 619.2 9,400.5 135.1 1,537.5 - 14,400.0 - 2,585.0

6,306.6 145,111.5 597.5 13,739.9 464.4 9,864.9 101.3 1,638.8 - 14,400.0 - 2,585.0

5,627.1 150,738.6 533.1 14,273.0 469.3 10,334.1 102.4 1,741.2 - 14,400.0 - 2,585.0

6,564.6 157,303.2 621.9 14,894.9 281.3 10,615.5 61.4 1,802.5 - 14,400.0 - 2,585.0

3,754.8 161,058.0 355.7 15,250.6 338.8 10,954.3 73.9 1,876.4 - 14,400.0 - 2,585.0

5,959.8 167,017.8 564.6 15,815.2 759.3 11,713.5 165.6 2,042.1 - 14,400.0 - 2,585.0

6,243.6 173,261.3 591.5 16,406.7 948.8 12,662.4 207.0 2,249.0 - 14,400.0 - 2,585.0

5,959.8 179,221.1 564.6 16,971.3 759.3 13,421.6 165.6 2,414.7 - 14,400.0 - 2,585.0

5,676.0 184,897.0 537.7 17,509.0 569.7 13,991.4 124.3 2,538.9 14,400.0 14,400.0 2,585.0 2,585.0

4,824.6 189,721.6 457.1 17,966.0 607.0 14,598.4 132.4 2,671.3 - 14,400.0 - 2,585.0

4,824.6 194,546.2 457.1 18,423.1 759.3 15,357.6 165.6 2,837.0 - 14,400.0 - 2,585.0

6,243.6 200,789.7 591.5 19,014.6 948.8 16,306.5 207.0 3,043.9 - 14,400.0 - 2,585.0

6,243.6 207,033.3 591.5 19,606.0 759.3 17,065.8 165.6 3,209.5 - 14,400.0 - 2,585.0

5,676.0 212,709.3 537.7 20,143.8 569.7 17,635.5 124.3 3,333.8 - 14,400.0 - 2,585.0

5,064.4 217,773.7 479.8 20,623.5 574.7 18,210.2 125.4 3,459.2 - 14,400.0 - 2,585.0

5,251.7 223,025.4 497.5 21,121.1 334.7 18,544.9 73.0 3,532.2 - 14,400.0 - 2,585.0

3,003.8 226,029.2 284.6 21,405.6 403.1 18,948.1 87.9 3,620.1 - 14,400.0 - 2,585.0

4,767.8 230,797.0 451.7 21,857.3 903.4 19,851.5 197.1 3,817.2 - 14,400.0 - 2,585.0

4,994.8 235,791.9 473.2 22,330.5 1,129.0 20,980.5 246.3 4,063.5 - 14,400.0 - 2,585.0

4,767.8 240,559.7 451.7 22,782.2 903.4 21,883.9 197.1 4,260.5 - 14,400.0 - 2,585.0

4,540.8 245,100.4 430.2 23,212.3 677.9 22,561.8 147.9 4,408.4 11,520.0 11,520.0 2,068.0 2,068.0

3,859.7 248,960.1 365.6 23,578.0 722.3 23,284.0 157.5 4,565.9 - 11,520.0 - 2,068.0

3,859.7 252,819.7 365.6 23,943.6 903.4 24,187.5 197.1 4,763.0 - 11,520.0 - 2,068.0

4,994.8 257,814.6 473.2 24,416.8 1,129.0 25,316.4 246.3 5,009.3 - 11,520.0 - 2,068.0

4,994.8 262,809.4 473.2 24,890.0 903.4 26,219.9 197.1 5,206.3 - 11,520.0 - 2,068.0

4,540.8 267,350.2 430.2 25,320.2 677.9 26,897.7 147.9 5,354.2 - 11,520.0 - 2,068.0

4,051.5 271,401.7 383.8 25,704.0 683.9 27,581.6 149.2 5,503.4 - 11,520.0 - 2,068.0

4,201.3 275,603.1 398.0 26,102.0 391.0 27,972.6 85.3 5,588.7 - 11,520.0 - 2,068.0

2,403.1 278,006.2 227.7 26,329.7 470.9 28,443.4 102.7 5,691.4 - 11,520.0 - 2,068.0

3,814.2 281,820.4 361.3 26,691.0 1,055.2 29,498.7 230.2 5,921.5 - 11,520.0 - 2,068.0

3,995.9 285,816.3 378.5 27,069.6 1,318.7 30,817.4 287.6 6,209.2 - 11,520.0 - 2,068.0

3,814.2 289,630.5 361.3 27,430.9 1,055.2 31,872.6 230.2 6,439.4 - 11,520.0 - 2,068.0

3,632.6 293,263.1 344.1 27,775.0 791.8 32,664.4 172.7 6,612.1 14,400.0 14,400.0 2,585.0 2,585.0

3,087.7 296,350.9 292.5 28,067.5 843.6 33,508.0 184.0 6,796.1 - 14,400.0 - 2,585.0

3,087.7 299,438.6 292.5 28,360.1 1,055.2 34,563.2 230.2 7,026.3 - 14,400.0 - 2,585.0

3,995.9 303,434.5 378.5 28,738.6 1,318.7 35,881.9 287.6 7,313.9 - 14,400.0 - 2,585.0

3,995.9 307,430.3 378.5 29,117.2 1,055.2 36,937.1 230.2 7,544.1 - 14,400.0 - 2,585.0

3,632.6 311,063.0 344.1 29,461.3 791.8 37,728.9 172.7 7,716.8 - 14,400.0 - 2,585.0

3,241.2 314,304.2 307.1 29,768.4 798.8 38,527.7 174.2 7,891.1 - 14,400.0 - 2,585.0

- - - - - - - - - - - -

76,552.0 76,552.0 7,252.6 7,252.6 4,025.7 4,025.7 468.3 468.3 - - - -

74,186.6 150,738.6 7,020.4 14,273.0 6,308.4 10,334.1 1,272.9 1,741.2 14,400.0 14,400.0 2,585.0 2,585.0

67,035.1 217,773.7 6,350.6 20,623.5 7,876.1 18,210.2 1,718.0 3,459.2 - 14,400.0 - 2,585.0

53,628.1 271,401.7 5,080.5 25,704.0 9,371.4 27,581.6 2,044.2 5,503.4 (2,880.0) 11,520.0 (517.0) 2,068.0

42,902.4 314,304.2 4,064.4 29,768.4 10,946.1 38,527.7 2,387.7 7,891.1 2,880.0 14,400.0 517.0 2,585.0


Residential Behavorial ProgramRes Lighting Appliance Recycling

W/P D-3A

Page 3 of 3

Jan-09

Feb-09

Mar-09

Apr-09

May-09

Jun-09

Jul-09

Aug-09

Sep-09

Oct-09

Nov-09

Dec-09

Jan-10

Feb-10

Mar-10

Apr-10

May-10

Jun-10

Jul-10

Aug-10

Sep-10

Oct-10

Nov-10

Dec-10

Jan-11

Feb-11

Mar-11

Apr-11

May-11

Jun-11

Jul-11

Aug-11

Sep-11

Oct-11

Nov-11

Dec-11

Jan-12

Feb-12

Mar-12

Apr-12

May-12

Jun-12

Jul-12

Aug-12

Sep-12

Oct-12

Nov-12

Dec-12

Jan-13

Feb-13

Mar-13

Apr-13

May-13

Jun-13

Jul-13

Aug-13

Sep-13

Oct-13

Nov-13

Dec-13

Jan-14

Feb-14

Mar-14

Apr-14

May-14

Jun-14

Jul-14

Aug-14

Sep-14

Oct-14

Nov-14

Dec-14

2009

2010

2011

2012

2013

2014

MWH Σ MWH kW Σ kW MWH Σ MWH kW Σ kW MWH Σ MWH kW Σ kW- 6,706.0 - 630.0 - - - - 45.4 6,751.4 16.1 646.1

- 6,706.0 - 630.0 - - - - 16.1 6,767.5 5.6 651.7

- 6,706.0 - 630.0 - - - - 52.2 6,819.7 17.4 669.1

- 6,706.0 - 630.0 765.4 765.4 176.8 176.8 820.3 7,640.0 197.8 866.9

- 6,706.0 - 630.0 930.9 1,696.3 215.9 392.7 1,053.6 8,693.6 306.0 1,172.9

- 6,706.0 - 630.0 765.2 2,461.5 244.3 637.0 917.8 9,611.4 348.6 1,521.5

- 6,706.0 - 630.0 2,335.8 4,797.4 487.5 1,124.4 2,582.0 12,193.4 703.0 2,224.5

- 6,706.0 - 630.0 1,384.5 6,181.8 392.7 1,517.1 1,712.8 13,906.2 671.3 2,895.8

- 6,706.0 - 630.0 2,518.4 8,700.2 437.4 1,954.6 2,887.0 16,793.2 743.1 3,638.8

- 6,706.0 - 630.0 2,885.6 11,585.9 514.7 2,469.3 3,421.7 20,215.0 904.9 4,543.7

- 6,706.0 - 630.0 1,762.2 13,348.1 397.8 2,867.1 2,594.8 22,809.8 786.8 5,330.5

- 6,706.0 - 630.0 214.0 13,562.1 49.2 2,916.3 398.4 23,208.2 127.0 5,457.5

- 6,706.0 - 630.0 3,749.0 17,311.1 739.2 3,655.5 5,275.8 28,484.0 1,605.5 7,063.0

- 6,706.0 - 630.0 2,338.2 19,649.3 473.7 4,129.1 7,434.2 35,918.2 1,299.4 8,362.5

- 6,706.0 - 630.0 3,635.7 23,284.9 832.0 4,961.1 12,732.7 48,650.9 2,121.1 10,483.5

- 6,706.0 - 630.0 2,768.8 26,053.8 489.2 5,450.3 14,432.1 63,083.0 2,232.7 12,716.3

- 6,706.0 - 630.0 2,715.7 28,769.5 697.7 6,147.9 5,434.4 68,517.5 1,610.7 14,327.0

- 6,706.0 - 630.0 1,448.3 30,217.8 372.8 6,520.8 11,340.2 79,857.7 2,010.2 16,337.2

- 6,706.0 - 630.0 1,984.8 32,202.6 492.8 7,013.6 9,133.0 88,990.7 1,769.1 18,106.3

- 6,706.0 - 630.0 3,403.6 35,606.2 670.4 7,684.0 20,374.2 109,364.9 2,833.0 20,939.3

- 6,706.0 - 630.0 1,418.2 37,024.3 234.8 7,918.8 9,939.3 119,304.2 1,512.6 22,451.9

- 6,706.0 - 630.0 4,072.6 41,097.0 713.2 8,632.0 14,274.0 133,578.1 2,172.6 24,624.4

- 6,706.0 - 630.0 3,346.2 44,443.2 780.2 9,412.2 10,840.1 144,418.3 1,809.1 26,433.5

- 6,706.0 - 630.0 1,877.1 46,320.3 255.4 9,667.6 4,393.2 148,811.5 562.1 26,995.6

- 6,706.0 - 630.0 3,069.0 49,389.3 749.0 10,416.6 13,419.7 162,231.2 3,528.0 30,523.6

- 6,706.0 - 630.0 4,689.5 54,078.8 1,108.8 11,525.5 10,036.6 172,267.8 1,883.0 32,406.6

- 6,706.0 - 630.0 4,434.4 58,513.2 1,045.8 12,571.3 12,057.8 184,325.6 1,929.3 34,335.9

- 6,706.0 - 630.0 3,035.0 61,548.2 738.0 13,309.3 11,398.1 195,723.7 1,843.5 36,179.4

- 6,706.0 - 630.0 3,219.0 64,767.2 782.0 14,091.3 11,528.1 207,251.8 2,047.0 38,226.4

- 6,706.0 - 630.0 3,314.0 68,081.2 806.0 14,897.3 25,754.0 233,005.9 4,894.6 43,121.0

- 6,706.0 - 630.0 3,412.0 71,493.2 829.0 15,726.3 10,347.2 243,353.1 2,003.4 45,124.4

- 6,706.0 - 630.0 3,513.0 75,006.2 854.0 16,580.3 10,668.8 254,021.9 2,134.5 47,259.0

- 6,706.0 - 630.0 3,617.0 78,623.2 879.0 17,459.3 12,453.9 266,475.8 2,275.1 49,534.0

- 6,706.0 - 630.0 3,724.0 82,347.2 905.0 18,364.3 12,392.0 278,867.9 2,213.6 51,747.6

- 6,706.0 - 630.0 3,834.0 86,181.2 932.0 19,296.3 11,599.6 290,467.5 2,072.5 53,820.1

- 6,706.0 - 630.0 3,625.0 89,806.2 879.0 20,175.3 10,388.7 300,856.2 1,767.6 55,587.7

- 6,706.0 - 630.0 3,166.0 92,972.2 770.0 20,945.3 11,472.0 312,328.2 2,421.7 58,009.5

- 6,706.0 - 630.0 3,259.0 96,231.2 793.0 21,738.3 9,049.6 321,377.8 2,369.7 60,379.2

- 6,706.0 - 630.0 3,356.0 99,587.2 816.0 22,554.3 11,151.0 332,528.8 2,071.6 62,450.8

- 6,706.0 - 630.0 3,455.0 103,042.2 840.0 23,394.3 11,560.2 344,089.0 1,994.2 64,444.9

- 6,706.0 - 630.0 3,639.0 106,681.2 885.0 24,279.3 11,962.9 356,052.0 2,279.3 66,724.2

- 6,706.0 - 630.0 3,734.0 110,415.2 908.0 25,187.3 25,972.4 367,624.4 5,113.7 69,253.0

- 6,706.0 - 630.0 3,832.0 114,247.2 932.0 26,119.3 10,760.0 378,384.4 2,252.7 71,505.6

- 6,706.0 - 630.0 3,933.0 118,180.2 957.0 27,076.3 11,013.6 389,397.9 2,362.0 73,867.7

- 6,706.0 - 630.0 4,037.0 122,217.2 982.0 28,058.3 12,652.2 402,050.1 2,489.7 76,357.4

- 6,706.0 - 630.0 4,144.0 126,361.2 1,008.0 29,066.3 12,621.4 414,671.5 2,442.1 78,799.5

- 6,706.0 - 630.0 4,254.0 130,615.2 1,035.0 30,101.3 11,797.0 426,468.5 2,275.6 81,075.1

- 6,706.0 - 630.0 4,368.0 134,983.2 1,063.0 31,164.3 10,845.1 437,313.6 1,993.5 83,068.6

- 6,706.0 - 630.0 3,586.0 138,569.2 872.0 32,036.3 10,809.8 448,123.4 2,527.3 85,595.9

- 6,706.0 - 630.0 3,679.0 142,248.2 895.0 32,931.3 9,001.2 457,124.6 2,555.4 88,151.3

- 6,706.0 - 630.0 3,776.0 146,024.2 919.0 33,850.3 10,665.7 467,790.2 2,167.7 90,319.0

- 6,706.0 - 630.0 3,875.0 149,899.2 943.0 34,793.3 11,081.7 478,871.9 2,091.2 92,410.2

- 6,706.0 - 630.0 4,059.0 153,958.2 987.0 35,780.3 11,799.1 490,671.0 2,489.4 94,899.6

- 6,706.0 - 630.0 4,154.0 158,112.2 1,011.0 36,791.3 22,754.5 499,025.6 4,761.7 97,076.3

- 6,706.0 - 630.0 4,252.0 162,364.2 1,034.0 37,825.3 10,694.5 509,720.1 2,450.6 99,526.9

- 6,706.0 - 630.0 4,353.0 166,717.2 1,059.0 38,884.3 10,918.1 520,638.2 2,550.1 102,077.0

- 6,706.0 - 630.0 4,457.0 171,174.2 1,084.0 39,968.3 12,320.0 532,958.2 2,657.7 104,734.8

- 6,706.0 - 630.0 4,564.0 175,738.2 1,110.0 41,078.3 12,310.1 545,268.3 2,618.7 107,353.4

- 6,706.0 - 630.0 4,674.0 180,412.2 1,137.0 42,215.3 11,501.9 556,770.2 2,428.3 109,781.7

- 6,706.0 - 630.0 4,788.0 185,200.2 1,165.0 43,380.3 10,512.6 567,282.8 2,088.7 111,870.4

- 6,706.0 - 630.0 3,700.0 188,900.2 900.3 44,280.5 10,079.3 577,362.1 2,579.1 114,449.5

- 6,706.0 - 630.0 3,900.0 192,800.2 948.9 45,229.5 8,871.6 586,233.6 2,700.2 117,149.7

- 6,706.0 - 630.0 4,000.0 196,800.2 973.3 46,202.7 10,193.1 596,426.7 2,227.2 119,376.9

- 6,706.0 - 630.0 4,100.0 200,900.2 997.6 47,200.3 10,605.6 607,032.3 2,143.0 121,519.9

- 6,706.0 - 630.0 4,300.0 205,200.2 1,046.3 48,246.6 11,510.7 618,543.0 2,609.6 124,129.6

- 6,706.0 - 630.0 4,400.0 209,600.2 1,070.6 49,317.2 25,279.3 632,302.2 5,398.6 127,460.1

- 6,706.0 - 630.0 4,500.0 214,100.2 1,094.9 50,412.1 10,518.2 642,820.5 2,577.1 130,037.2

- 6,706.0 - 630.0 4,600.0 218,700.2 1,119.3 51,531.4 10,744.4 653,564.9 2,679.3 132,716.5

- 6,706.0 - 630.0 4,700.0 223,400.2 1,143.6 52,675.0 11,954.6 665,519.5 2,767.7 135,484.2

- 6,706.0 - 630.0 4,900.0 228,300.2 1,192.3 53,867.2 12,026.1 677,545.6 2,747.3 138,231.5

- 6,706.0 - 630.0 4,900.0 233,200.2 1,192.3 55,059.5 11,125.2 688,670.8 2,513.0 140,744.5

- 6,706.0 - 630.0 5,000.0 238,200.2 1,216.6 56,276.1 10,125.8 698,796.6 2,134.0 142,878.5

6,706.0 6,706.0 630.0 630.0 13,562.1 13,562.1 2,916.3 2,916.3 23,208.2 23,208.2 5,457.5 5,457.5

- 6,706.0 - 630.0 32,758.2 46,320.3 6,751.4 9,667.6 125,603.3 148,811.5 21,538.1 26,995.6

- 6,706.0 - 630.0 43,485.8 89,806.2 10,507.6 20,175.3 152,044.7 300,856.2 28,592.2 55,587.7

- 6,706.0 - 630.0 45,177.0 134,983.2 10,989.0 31,164.3 136,457.4 437,313.6 27,480.9 83,068.6

- 6,706.0 - 630.0 50,217.0 185,200.2 12,216.0 43,380.3 129,969.2 567,282.8 28,801.8 111,870.4

- 6,706.0 - 630.0 53,000.0 238,200.2 12,895.8 56,276.1 131,513.8 698,796.6 31,008.1 142,878.5

Total Energy Efficiency Program Values


Home Depot CFL Program EEBusiness

W/P D-3B

Demand Response Program Impact Estimates at the Meter

MWH Σ MWH kW Σ kW MWH Σ MWH kW Σ kW kW Σ kWJan-09 - - - - - - - - - -

Feb-09 - - - - - - - - - -

Mar-09 - - - - - - - - - -

Apr-09 - - - - - - 211.8 211.8 - -

May-09 - - - - - - 579.6 791.4 - -

Jun-09 - - - - - - 1,395.0 2,186.4 - -

Jul-09 - - - - - - 1,639.0 3,825.4 - -

Aug-09 - - - - - - 1,766.0 5,591.4 - -

Sep-09 - - - - - - 2,019.0 7,610.4 22.0 22.0

Oct-09 - - - - - - 2,175.0 9,785.4 78.0 100.0

Nov-09 - - - - - - 1,639.0 11,424.4 95.0 195.0

Dec-09 - - 816.0 816.0 - - 1,793.0 13,217.4 136.0 331.0

Jan-10 - - - 816.0 - - 2,464.0 15,681.4 163.0 494.0

Feb-10 - - 100.0 916.0 - - 2,554.0 18,235.4 209.0 703.0

Mar-10 - - 660.0 1,576.0 - - 3,725.0 21,960.4 238.0 941.0

Apr-10 - - - 1,576.0 - - 3,865.0 25,825.4 242.0 1,183.0

May-10 - - 905.0 2,481.0 30.8 30.8 3,748.0 29,573.4 259.0 1,442.0

Jun-10 29.5 29.5 2,430.0 4,911.0 34.5 65.2 3,558.0 33,131.4 233.0 1,675.0

Jul-10 31.9 61.3 400.0 5,311.0 38.5 103.7 3,900.0 37,031.4 186.0 1,861.0

Aug-10 31.9 93.2 - 5,311.0 42.6 146.3 3,930.0 40,961.4 218.0 2,079.0

Sep-10 - 93.2 585.0 5,896.0 - 146.3 3,602.0 44,563.4 299.0 2,378.0

Oct-10 - 93.2 570.0 6,466.0 - 146.3 3,555.0 48,118.4 258.0 2,636.0

Nov-10 93.2 900.0 7,366.0 - 146.3 2,690.0 50,808.4 177.0 2,813.0

Dec-10 93.2 390.0 7,756.0 2.5 148.9 2,592.0 53,400.4 170.0 2,983.0

Jan-11 - - 285.0 8,041.0 2.7 2.7 2,620.0 56,020.4 187.0 3,170.0

Feb-11 - - 1,065.0 9,106.0 - 2.7 3,030.0 59,050.4 198.0 3,368.0

Mar-11 - - 2,500.0 11,606.0 - 2.7 3,474.0 62,524.4 361.0 3,729.0

Apr-11 - - 1,500.0 13,106.0 - 2.7 3,500.0 66,024.4 200.0 3,929.0

May-11 - - 1,500.0 14,606.0 - 2.7 3,700.0 69,724.4 200.0 4,129.0

Jun-11 96.6 96.6 1,500.0 16,106.0 76.4 79.1 3,700.0 73,424.4 200.0 4,329.0

Jul-11 105.6 202.3 1,500.0 17,606.0 80.4 159.5 3,900.0 77,324.4 200.0 4,529.0

Aug-11 114.6 316.9 1,500.0 19,106.0 168.9 328.4 3,900.0 81,224.4 200.0 4,729.0

Sep-11 - 316.9 1,500.0 20,606.0 - 328.4 3,900.0 85,124.4 180.0 4,909.0

Oct-11 - 316.9 1,250.0 21,856.0 - 328.4 3,350.0 88,474.4 160.0 5,069.0

Nov-11 - 316.9 1,000.0 22,856.0 - 328.4 2,670.0 91,144.4 120.0 5,189.0

Dec-11 - 316.9 800.0 23,656.0 4.4 332.8 2,370.0 93,514.4 120.0 5,309.0

Jan-12 - - 750.0 24,406.0 4.5 4.5 2,800.0 96,314.4 160.0 5,469.0

Feb-12 - - 1.0 24,407.0 4.7 9.2 2,800.0 99,114.4 180.0 5,649.0

Mar-12 - - 1,250.0 25,657.0 - 9.2 3,600.0 102,714.4 180.0 5,829.0

Apr-12 - - 1,500.0 27,157.0 - 9.2 3,600.0 106,314.4 200.0 6,029.0

May-12 - - 1,500.0 28,657.0 - 9.2 3,200.0 109,514.4 200.0 6,229.0

Jun-12 180.9 180.9 1,500.0 30,157.0 117.6 126.8 3,600.0 113,114.4 200.0 6,429.0

Jul-12 189.9 370.9 1,500.0 31,657.0 242.8 369.6 3,600.0 116,714.4 200.0 6,629.0

Aug-12 198.9 569.8 1,500.0 33,157.0 250.3 619.9 3,600.0 120,314.4 200.0 6,829.0

Sep-12 - 569.8 1,500.0 34,657.0 - 619.9 3,600.0 123,914.4 180.0 7,009.0

Oct-12 - 569.8 1,250.0 35,907.0 - 619.9 3,600.0 127,514.4 180.0 7,189.0

Nov-12 - 569.8 1,000.0 36,907.0 - 619.9 3,200.0 130,714.4 120.0 7,309.0

Dec-12 - 569.8 800.0 37,707.0 6.2 626.0 2,800.0 133,514.4 120.0 7,429.0

Jan-13 - - 750.0 38,457.0 6.3 6.3 2,550.0 136,064.4 160.0 7,589.0

Feb-13 - - 1.0 38,458.0 6.5 12.8 2,900.0 138,964.4 180.0 7,769.0

Mar-13 - - 1,250.0 39,708.0 - 12.8 2,900.0 141,864.4 180.0 7,949.0

Apr-13 - - 1,500.0 41,208.0 - 12.8 3,250.0 145,114.4 200.0 8,149.0

May-13 - - 1,500.0 42,708.0 - 12.8 3,450.0 148,564.4 200.0 8,349.0

Jun-13 265.2 265.2 1,500.0 44,208.0 158.1 170.9 3,450.0 152,014.4 200.0 8,549.0

Jul-13 274.2 539.5 1,500.0 45,708.0 323.7 494.6 3,600.0 155,614.4 200.0 8,749.0

Aug-13 283.2 822.7 1,500.0 47,208.0 331.2 825.7 3,600.0 159,214.4 200.0 8,949.0

Sep-13 - 822.7 1,500.0 48,708.0 - 825.7 3,600.0 162,814.4 180.0 9,129.0

Oct-13 - 822.7 1,250.0 49,958.0 - 825.7 3,100.0 165,914.4 180.0 9,309.0

Nov-13 - 822.7 1,000.0 50,958.0 - 825.7 2,500.0 168,414.4 120.0 9,429.0

Dec-13 - 822.7 800.0 51,758.0 8.0 833.7 2,200.0 170,614.4 120.0 9,549.0

Jan-14 - - 750.0 52,508.0 8.1 8.1 2,550.0 173,164.4 160.0 9,709.0

Feb-14 - - 1.0 52,509.0 8.3 16.4 2,900.0 176,064.4 180.0 9,889.0

Mar-14 - - 1,250.0 53,759.0 - 16.4 2,900.0 178,964.4 180.0 10,069.0

Apr-14 - - 1,500.0 55,259.0 - 16.4 3,250.0 182,214.4 200.0 10,269.0

May-14 - - 1,500.0 56,759.0 - 16.4 3,450.0 185,664.4 200.0 10,469.0

Jun-14 349.6 349.6 1,500.0 58,259.0 196.7 213.1 3,450.0 189,114.4 200.0 10,669.0

Jul-14 358.6 708.1 1,500.0 59,759.0 400.8 613.9 3,600.0 192,714.4 200.0 10,869.0

Aug-14 367.6 1,075.7 1,500.0 61,259.0 612.5 1,226.4 3,600.0 196,314.4 200.0 11,069.0

Sep-14 - 1,075.7 1,500.0 62,759.0 - 1,226.4 3,600.0 199,914.4 180.0 11,249.0

Oct-14 - 1,075.7 1,250.0 64,009.0 - 1,226.4 3,100.0 203,014.4 180.0 11,429.0

Nov-14 - 1,075.7 1,000.0 65,009.0 - 1,226.4 2,500.0 205,514.4 120.0 11,549.0

Dec-14 - 1,075.7 800.0 65,809.0 9.8 1,236.3 2,200.0 207,714.4 120.0 11,669.0

2009 - - 816.0 816.0 - - 13,217.4 13,217.4 136.0 331.0

2010 93.2 93.2 6,940.0 7,756.0 148.9 148.9 40,183.0 53,400.4 170.0 2,983.0

2011 316.9 316.9 15,900.0 23,656.0 332.8 332.8 40,114.0 93,514.4 120.0 5,309.0

2012 569.8 569.8 14,051.0 37,707.0 626.0 626.0 40,000.0 133,514.4 120.0 7,429.0

2013 822.7 822.7 14,051.0 51,758.0 833.7 833.7 37,100.0 170,614.4 120.0 9,549.0

2014 1,075.7 1,075.7 14,051.0 65,809.0 1,236.3 1,236.3 37,100.0 207,714.4 120.0 11,669.0

Residential Load Control (EnergyWise)

WinterSummerCIG DR

W/P D‐5

2009 VintageResidential Home

Energy Improvement

1 Present Value of Avoided Costs W/P D-5A 3,417,121$

2 Present Value of Program Costs Docket 2010-161-E W/P D-1 2,809,135

3 Net Program Benefits 607,986$

4 SC Allocation Factor Line C 15.02%

5 SC Allocated Utility Cost Test Lines 3 X 4 91,347$

6 DSM Program Incentive at 8% Lines 5 X 8%

7 EE Program Incentive at 13% Lines 5 X 13% 11,875$

8 Program Performance Incentive (PPI) Lines 6 + 7 11,875$

9 Income Tax Rate Docket 2010-161-E W/P D-1C 37.68%

10 Income Taxes - (Lines 8 X 9) (4,475)$

11 Net‐of‐Tax PPI ‐ Total NPV Lines 9 + 10 7,401$

12 Rev Vintage Year 2009 ‐ Year 1 PPILine 11 x 0.089234 x (1 + 0.089234 )10

(1 + 0.089234 ) 10 - 1 1,149$

13 Income Tax Gross‐Up Factor 1 - Line 9 62.32%

14 Adjusted PPI Line 12 / Line 13 1,844$

15 PPI Values for Test Period Line 14 1,844$

16 Original Vintage 2009 PPI Docket 2010-161-E W/P D-1 9,314

17 PPI Over / (Under) Collection Line 16 - Line 15 7,470$

Allocation FactorsA 01‐2009 thru 04‐2009 Docket 2010-161-E 15.19%B 05‐2009 thru 12‐2009 Docket 2010-161-E 14.94%C Weighted Allocation (Line A x 4 + Line B x 8) / 12 15.02%

D 01‐2010 thru 04‐2010 Docket 2010-161-E 14.94%E 05‐2010 thru 12‐2010 Docket 2010-161-E 14.59%F Weighted Allocation (Line D x 4 + Line B x 8) / 12 14.71%

Progress Energy Carolinas, Inc.Calculation of Revised Program Performance Incentives

W/P D‐5A


BENEFITS(1) (2) (3) (4)

TOTAL AVOIDED AVOIDEDFUEL & O&M T&D CAP. GEN. CAP. TOTAL

SAVINGS COSTS COSTS BENEFITSYEAR $(000) $(000) $(000) $(000)2009 98 92 117 3062010 101 73 93 2672011 106 76 96 2782012 110 78 98 2872013 139 80 101 3202014 146 83 104 3332015 158 85 108 3502016 168 87 111 3662017 182 90 114 3852018 202 92 118 4122019 190 94 121 4062020 178 97 125 3992021 188 100 128 4162022 210 102 132 4452023 223 105 136 4642024 144 59 76 2802025 152 60 79 2912026 165 62 81 3082027 104 35 46 1852028 110 36 47 1932029 0 0 0 02030 0 0 0 02031 0 0 0 02032 0 0 0 02033 0 0 0 02034 0 0 0 02035 0 0 0 02036 0 0 0 02037 0 0 0 02038 0 0 0 0

NOMINAL 3,074 1,586 2,031 6,692

NPV 1,496 845 1,077 3,417


Workpapers Section R – DSM/EE Revenues

W/P R-2Page 1 of 2

A. SC DSM Program Recovery

General Service

Residential Billing Amounts Opt-Out Credits Net Billings Lighting Total

1 Apr-10 W/P R-4 SC 04-10 10,253.09$ 10,209.57$ (6,109.54)$ 4,100.03$ -$ 14,353.12$

2 May-10 W/P R-4 SC 05-10 9,252.33 9,466.45 (5,434.93) 4,031.52 - 13,283.85

3 Jun-10 W/P R-4 SC 06-10 13,739.87 11,437.57 (6,337.64) 5,099.93 - 18,839.80

4 Jul-10 W/P R-4 SC 07-10 56,597.46 18,027.24 (9,828.84) 8,198.40 - 64,795.86

5 Aug-10 W/P R-4 SC 08-10 57,709.47 17,792.47 (9,399.17) 8,393.30 - 66,102.77

6 Sep-10 W/P R-4 SC 09-10 51,080.34 17,515.19 (9,321.50) 8,193.69 - 59,274.03

7 Oct-10 W/P R-4 SC 10-10 35,006.33 16,106.16 (9,118.74) 6,987.42 - 41,993.75

8 Nov-10 W/P R-4 SC 11-10 31,356.58 15,526.44 (9,988.66) 5,537.78 - 36,894.36

9 Dec-10 W/P R-4 SC 12-10 56,372.37 13,249.40 (6,562.61) 6,686.79 - 63,059.16

10 Jan-11 W/P R-4 SC 01-11 75,439.73 17,034.07 (9,805.29) 7,228.78 - 82,668.51

11 Feb-11 W/P R-4 SC 02-11 55,835.74 14,406.31 (8,152.89) 6,253.42 - 62,089.16

12 Mar-11 W/P R-4 SC 03-11 39,458.56 12,342.53 (6,337.52) 6,005.01 - 45,463.57

13 Period Totals Σ Lines 1 thru 12 492,101.87$ 173,113.40$ (96,397.33)$ 76,716.07$ -$ 568,817.94$

B. SC DSDR Program Recovery

General Service


14 Apr-10 W/P R-4 SC 04-10 65,398.08$ 104,730.40$ (62,672.03)$ 42,058.37$ -$ 107,456.45$

15 May-10 W/P R-4 SC 05-10 59,014.83 97,107.56 (55,751.90) 41,355.66 - 100,370.49

16 Jun-10 W/P R-4 SC 06-10 87,589.76 117,357.28 (65,040.21) 52,317.07 - 139,906.83

17 Jul-10 W/P R-4 SC 07-10 158,605.84 196,338.22 (107,048.91) 89,289.31 - 247,895.15

18 Aug-10 W/P R-4 SC 08-10 161,633.52 193,783.62 (102,369.21) 91,414.41 - 253,047.93

19 Sep-10 W/P R-4 SC 09-10 143,060.56 190,762.52 (101,523.29) 89,239.23 - 232,299.79

20 Oct-10 W/P R-4 SC 10-10 98,045.93 175,415.61 (99,314.92) 76,100.69 - 174,146.62

21 Nov-10 W/P R-4 SC 11-10 87,823.04 169,103.98 (108,789.50) 60,314.48 - 148,137.52

22 Dec-10 W/P R-4 SC 12-10 157,888.81 144,303.31 (71,475.39) 72,827.92 - 230,716.73

23 Jan-11 W/P R-4 SC 01-11 211,294.32 185,523.21 (106,792.37) 78,730.84 - 290,025.16

24 Feb-11 W/P R-4 SC 02-11 156,404.24 156,903.51 (88,795.56) 68,107.95 - 224,512.19

25 Mar-11 W/P R-4 SC 03-11 110,498.72 134,426.34 (69,023.84) 65,402.50 - 175,901.22

26 Period Totals Σ Lines 14 thru 25 1,497,257.65$ 1,865,755.56$ (1,038,597.13)$ 827,158.43$ -$ 2,324,416.08$

C. SC EE Program Recovery

General Service


27 Apr-10 W/P R-4 SC 04-10 32,421.93$ 69,490.92$ (41,584.27)$ 27,906.65$ -$ 60,328.58$

28 May-10 W/P R-4 SC 05-10 29,257.35 64,433.02 (36,992.62) 27,440.40 - 56,697.75

29 Jun-10 W/P R-4 SC 06-10 43,450.29 77,952.05 (43,233.98) 34,718.07 - 78,168.36

30 Jul-10 W/P R-4 SC 07-10 189,803.92 161,846.76 (88,245.91) 73,600.85 - 263,404.77

31 Aug-10 W/P R-4 SC 08-10 193,537.84 159,746.65 (84,388.19) 75,358.46 - 268,896.30

32 Sep-10 W/P R-4 SC 09-10 171,306.32 157,253.22 (83,690.86) 73,562.36 - 244,868.68

33 Oct-10 W/P R-4 SC 10-10 117,399.28 144,600.29 (81,870.39) 62,729.90 - 180,129.18

34 Nov-10 W/P R-4 SC 11-10 105,159.30 139,403.23 (89,680.76) 49,722.47 - 154,881.77

35 Dec-10 W/P R-4 SC 12-10 189,053.65 118,956.68 (58,920.83) 60,035.85 - 249,089.50

36 Jan-11 W/P R-4 SC 01-11 252,999.00 152,936.30 (88,034.43) 64,901.87 - 317,900.87

37 Feb-11 W/P R-4 SC 02-11 187,253.00 129,343.60 (73,198.73) 56,144.87 - 243,397.87

38 Mar-11 W/P R-4 SC 03-11 132,331.48 110,814.82 (56,899.89) 53,914.93 - 186,246.41

39 Period Totals Σ Lines 27 thru 38 1,643,973.36$ 1,486,777.54$ (826,740.86)$ 660,036.68$ -$ 2,304,010.04$

Progress Energy Carolinas, Inc.Test Period DSM/EE Cost Recovery Summary ($)

W/P R-2Page 2 of 2

Progress Energy Carolinas, Inc.Test Period DSM/EE Cost Recovery Summary ($)

D. SC Total DSM/DSDR/EE Recovery

General Service


40 Apr-10 Σ Lines 1, 14 & 27 108,073.10$ 184,430.89$ (110,365.84)$ 74,065.05$ -$ 182,138.15$

41 May-10 Σ Lines 2, 15 & 28 97,524.51 171,007.03 (98,179.45) 72,827.58 - 170,352.09

42 Jun-10 Σ Lines 3, 16 & 29 144,779.92 206,746.90 (114,611.83) 92,135.07 - 236,914.99

43 Jul-10 Σ Lines 4, 17 & 30 405,007.22 376,212.22 (205,123.66) 171,088.56 - 576,095.78

44 Aug-10 Σ Lines 5, 18 & 31 412,880.83 371,322.74 (196,156.57) 175,166.17 - 588,047.00

45 Sep-10 Σ Lines 6, 19 & 32 365,447.22 365,530.93 (194,535.65) 170,995.28 - 536,442.50

46 Oct-10 Σ Lines 7, 20 & 33 250,451.54 336,122.06 (190,304.05) 145,818.01 - 396,269.55

47 Nov-10 Σ Lines 8, 21 & 34 224,338.92 324,033.65 (208,458.92) 115,574.73 - 339,913.65

48 Dec-10 Σ Lines 9, 22 & 35 403,314.83 276,509.39 (136,958.83) 139,550.56 - 542,865.39

49 Jan-11 Σ Lines 10, 23 & 36 539,733.05 355,493.58 (204,632.09) 150,861.49 - 690,594.54

50 Feb-11 Σ Lines 11, 24 & 37 399,492.98 300,653.42 (170,147.18) 130,506.24 - 529,999.22

51 Mar-11 Σ Lines 12, 25 & 38 282,288.76 257,583.69 (132,261.25) 125,322.44 - 407,611.20

52 Period Totals Σ Lines 40 thru 51 3,633,332.88$ 3,525,646.50$ (1,961,735.32)$ 1,563,911.18$ -$ 5,197,244.06$

W/P R-3Page 1 of 1

SC Total Billing Units

General Service

Residential Billing Units Opt-Out Units Net Units Billing Units Opt-Out Units Net Units Total

1 Apr-10 W/P R-4 SC 04-10 139,727,756 329,340,765 (197,081,842) 132,258,923 7,707,195 (243,152) 7,464,043 279,450,722

2 May-10 W/P R-4 SC 05-10 126,120,851 305,345,392 (175,320,452) 130,024,940 7,688,566 (224,462) 7,464,104 263,609,895

3 Jun-10 W/P R-4 SC 06-10 187,122,175 368,455,927 (203,969,260) 164,486,667 7,741,727 (261,842) 7,479,885 359,088,727

4 Jul-10 W/P R-4 SC 07-10 232,188,062 391,914,492 (213,670,517) 178,243,975 7,724,989 (243,152) 7,481,837 417,913,874

5 Aug-10 W/P R-4 SC 08-10 236,512,456 386,779,663 (204,332,767) 182,446,896 7,706,108 (236,935) 7,469,173 426,428,525

6 Sep-10 W/P R-4 SC 09-10 209,358,310 380,778,596 (202,641,307) 178,137,289 7,723,036 (245,218) 7,477,818 394,973,417

7 Oct-10 W/P R-4 SC 10-10 143,522,257 350,158,144 (198,233,382) 151,924,762 7,705,953 (240,283) 7,465,670 302,912,689

8 Nov-10 W/P R-4 SC 11-10 128,498,741 337,517,513 (217,144,706) 120,372,807 7,712,654 (243,006) 7,469,648 256,341,196

9 Dec-10 W/P R-4 SC 12-10 230,941,785 288,030,064 (142,665,444) 145,364,620 7,691,804 (238,352) 7,453,452 383,759,857

10 Jan-11 W/P R-4 SC 01-11 309,077,522 370,305,815 (213,158,431) 157,147,384 7,711,988 (257,652) 7,454,336 473,679,242

11 Feb-11 W/P R-4 SC 02-11 228,803,895 313,180,645 (177,236,643) 135,944,002 7,712,556 (255,390) 7,457,166 372,205,063

12 Mar-11 W/P R-4 SC 03-11 161,634,512 268,313,906 (137,772,130) 130,541,776 7,724,581 (252,962) 7,471,619 299,647,907

13 Period Totals Σ Lines 1 thru 12 2,333,508,322 4,090,120,922 (2,283,226,881) 1,806,894,041 92,551,157 (2,942,406) 89,608,751 4,230,011,114

Progress Energy Carolinas, Inc.Test Period DSM/DSDR/EE Cost Recovery Units (kWh)

Lighting

W/P R-4 SC 04-10Source: RMCRY4

State: South Carolina

Total

Rate Class KWH DSM DSDR EE Recovery

Residential 139,727,756 10,253.09$ 65,398.08$ 32,421.93$ 108,073.10$

Res RECD (reflected above) - - - - -

Net Residential 139,727,756 10,253.09$ 65,398.08$ 32,421.93$ 108,073.10$

Small General Service 19,061,089 590.90$ 6,061.46$ 4,021.90$ 10,674.26$

Medium General Svc 128,121,971 3,971.78 40,742.79 27,033.74 71,748.31

Large General Service 182,157,705 5,646.89 57,926.15 38,435.28 102,008.32

Less: Opt-Outs (197,081,842) (6,109.54) (62,672.03) (41,584.27) (110,365.84)

Net General Service 132,258,923 4,100.03$ 42,058.37$ 27,906.65$ 74,065.05$

Lighting 7,707,195 -$ -$ -$ -$

Less: Opt Outs (243,152) - - - -

Net Lighting 7,464,043 -$ -$ -$ -$

Total 279,450,722 14,353.12$ 107,456.45$ 60,328.58$ 182,138.15$

DSM/EE Rate Billings (net of GRT & SC Reg fee)

Month of April 2010



Total


Residential 126,120,851 9,252.33$ 59,014.83$ 29,257.35$ 97,524.51$


Net Residential 126,120,851 9,252.33$ 59,014.83$ 29,257.35$ 97,524.51$




Less: Opt-Outs (175,320,452) (5,434.93) (55,751.90) (36,992.62) (98,179.45)


Lighting 7,688,566 -$ -$ -$ -$

Less: Opt Outs (224,462) - - - -

Net Lighting 7,464,104 -$ -$ -$ -$

Total 263,609,895 13,283.85$ 100,370.49$ 56,697.75$ 170,352.09$


Month of May 2010



Total


Residential 187,122,175 13,739.87$ 87,589.76$ 43,450.29$ 144,779.92$


Net Residential 187,122,175 13,739.87$ 87,589.76$ 43,450.29$ 144,779.92$




Less: Opt-Outs (203,969,260) (6,337.64) (65,040.21) (43,233.98) (114,611.83)


Lighting 7,741,727 -$ -$ -$ -$

Less: Opt Outs (261,842) - - - -

Net Lighting 7,479,885 -$ -$ -$ -$

Total 359,088,727 18,839.80$ 139,906.83$ 78,168.36$ 236,914.99$


Month of June 2010



Total


Residential 232,188,062 56,597.46$ 158,605.84$ 189,803.92$ 405,007.22$


Net Residential 232,188,062 56,597.46$ 158,605.84$ 189,803.92$ 405,007.22$

Small General Service 31,421,458 1,445.24$ 15,740.26$ 12,974.98$ 30,160.48$



Less: Opt-Outs (213,670,517) (9,828.84) (107,048.91) (88,245.91) (205,123.66)


Lighting 7,724,989 -$ -$ -$ -$

Less: Opt Outs (243,152) - - - -

Net Lighting 7,481,837 -$ -$ -$ -$

Total 417,913,874 64,795.86$ 247,895.15$ 263,404.77$ 576,095.78$


Month of July 2010



Total


Residential 236,512,456 57,709.47$ 161,633.52$ 193,537.84$ 412,880.83$


Net Residential 236,512,456 57,709.47$ 161,633.52$ 193,537.84$ 412,880.83$




Less: Opt-Outs (204,332,767) (9,399.17) (102,369.21) (84,388.19) (196,156.57)


Lighting 7,706,108 -$ -$ -$ -$

Less: Opt Outs (236,935) - - - -

Net Lighting 7,469,173 -$ -$ -$ -$

Total 426,428,525 66,102.77$ 253,047.93$ 268,896.30$ 588,047.00$


Month of August 2010



Total


Residential 209,358,310 51,080.34$ 143,060.56$ 171,306.32$ 365,447.22$


Net Residential 209,358,310 51,080.34$ 143,060.56$ 171,306.32$ 365,447.22$




Less: Opt-Outs (202,641,307) (9,321.50) (101,523.29) (83,690.86) (194,535.65)


Lighting 7,723,036 -$ -$ -$ -$

Less: Opt Outs (245,218) - - - -

Net Lighting 7,477,818 -$ -$ -$ -$

Total 394,973,417 59,274.03$ 232,299.79$ 244,868.68$ 536,442.50$


Month of September 2010



Total


Residential 143,522,257 35,006.33$ 98,045.93$ 117,399.28$ 250,451.54$


Net Residential 143,522,257 35,006.33$ 98,045.93$ 117,399.28$ 250,451.54$




Less: Opt-Outs (198,233,382) (9,118.74) (99,314.92) (81,870.39) (190,304.05)


Lighting 7,705,953 -$ -$ -$ -$

Less: Opt Outs (240,283) - - - -

Net Lighting 7,465,670 -$ -$ -$ -$

Total 302,912,689 41,993.75$ 174,146.62$ 180,129.18$ 396,269.55$


Month of October 2010



Total


Residential 128,498,741 31,356.58$ 87,823.04$ 105,159.30$ 224,338.92$


Net Residential 128,498,741 31,356.58$ 87,823.04$ 105,159.30$ 224,338.92$




Less: Opt-Outs (217,144,706) (9,988.66) (108,789.50) (89,680.76) (208,458.92)


Lighting 7,712,654 -$ -$ -$ -$

Less: Opt Outs (243,006) - - - -

Net Lighting 7,469,648 -$ -$ -$ -$

Total 256,341,196 36,894.36$ 148,137.52$ 154,881.77$ 339,913.65$


Month of November 2010



Total


Residential 230,941,785 56,372.37$ 157,888.81$ 189,053.65$ 403,314.83$


Net Residential 230,941,785 56,372.37$ 157,888.81$ 189,053.65$ 403,314.83$




Less: Opt-Outs (142,665,444) (6,562.61) (71,475.39) (58,920.83) (136,958.83)


Lighting 7,691,804 -$ -$ -$ -$

Less: Opt Outs (238,352) - - - -

Net Lighting 7,453,452 -$ -$ -$ -$

Total 383,759,857 63,059.16$ 230,716.73$ 249,089.50$ 542,865.39$


Month of December 2010



Total


Residential 309,077,522 75,439.73$ 211,294.32$ 252,999.00$ 539,733.05$


Net Residential 309,077,522 75,439.73$ 211,294.32$ 252,999.00$ 539,733.05$




Less: Opt-Outs (213,158,431) (9,805.29) (106,792.37) (88,034.43) (204,632.09)


Lighting 7,711,988 -$ -$ -$ -$

Less: Opt Outs (257,652) - - - -

Net Lighting 7,454,336 -$ -$ -$ -$

Total 473,679,242 82,668.51$ 290,025.16$ 317,900.87$ 690,594.54$


Month of January 2011



Total


Residential 228,803,895 55,835.74$ 156,404.24$ 187,253.00$ 399,492.98$


Net Residential 228,803,895 55,835.74$ 156,404.24$ 187,253.00$ 399,492.98$




Less: Opt-Outs (177,236,643) (8,152.89) (88,795.56) (73,198.73) (170,147.18)


Lighting 7,712,556 -$ -$ -$ -$

Less: Opt Outs (255,390) - - - -

Net Lighting 7,457,166 -$ -$ -$ -$

Total 372,205,063 62,089.16$ 224,512.19$ 243,397.87$ 529,999.22$


Month of February 2011

W/P R SC 03-11Source: RMCRY4


Total


Residential 161,634,512 39,458.56$ 110,498.72$ 132,331.48$ 282,288.76$


Net Residential 161,634,512 39,458.56$ 110,498.72$ 132,331.48$ 282,288.76$




Less: Opt-Outs (137,772,130) (6,337.52) (69,023.84) (56,899.89) (132,261.25)


Lighting 7,724,581 -$ -$ -$ -$

Less: Opt Outs (252,962) - - - -

Net Lighting 7,471,619 -$ -$ -$ -$

Total 299,647,907 45,463.57$ 175,901.22$ 186,246.41$ 407,611.20$

DSM/EE Rate Billings (net of GRT & SC Reg fee)Month of March 2011