The Local Distribution Company (LDC) Tool Kit provides information and planning resources needed for LDCs to design an effective Conservation and Demand Management (CDM) plan to serve their customers. The Tool Kit below includes rules, targets and budgets, reference standards, guidelines and tools.
Energy Conservation Agreement
The Energy Conservation Agreement sets out the contractual relationship between the IESO and LDCs under the Conservation First Framework.
Targets & Budgets
- A table showing the target and budget allocated to each LDC using LDC Target and Budget Allocation Methodology.
- The methodology used to determine the LDC CDM targets and budgets.
- The requirements for exchanging or trading CDM targets throughout the term of an LDC’s Energy Conservation Agreement (ECA).
Opportunity Accelerator Resource
- This highlights brochure provides helpful information on the IESO funded LDC support offer called Opportunity Accelerator.
CDM Plan and Program Development
- The purpose of this guideline is to outline the process for LDCs to request waivers of any obligations under the Energy Conservation Agreement, the Program Rules, or any other applicable Rules.
- Rules for the roles, responsibilities and timing for CDM Plan submissions and approval criteria.
- Intended to provide LDCs with guidance in understanding CDM Plan amendment and resubmission requirements, criteria, and processes. It also outlines the process for minor amendments to a CDM Plan.
- Workbook to be used for the development of a LDC CDM Plan
- This workbook can be used to calculate the cost effectiveness of customized CDM initiatives and programs.
- Description of standard industry metrics to assess the cost effectiveness of obtaining CDM energy savings.
- Workbook comparing the funding options available to LDCs. The model will enable the IESO and LDCs to compare the funding models in total and by program or sector as well as evaluate the impact of fulfilling and exceeding savings targets under each model.
- Program archetypes represent average project or measure-level savings and costs associated with some province-wide programs. This archetype overview allows LDCs to forecast energy savings based on a projection of participation levels for each program archetype.
Reporting, Settlements and Financial Information
- Requirements for data and report exchange between LDC and IESO including content, timing, frequency and data exchange format.
- Rules for invoicing, payment, quarterly reconciliations, and IESO value-added services.
- Explanation of central services the IESO will provide to support the development and implementation of LDC CDM Plans as well as the preliminary per-unit fixed rates for IESO value-added services.
- Types of prudent and appropriate delivery and administration expenses that are eligible for funding received through approved CDM Plans. This guideline does not include expenses for customer incentive, participant-based variable funding or other funding defined in program rules.
Conservation Program and Pilot Development
- This updated guideline describes the process for the development and implementation of new LDC pilot programs.
- This form is used to request a pre-consultation with the IESO in the design phase of LDC conservation programs and/or pilots.
- The IESO review process for LDC program and pilot business cases.
- Business case template for new and changes to province-wide, regional and local programs as well as LDC Innovation Fund pilots.
- Appendix A to be completed for accessing value-added and central services, and attached to the business case.
- Appendix B to be completed for accessing value-added and central services, and attached to business case.
- This form is used to request a debrief with the IESO following the submission of a business case for conservation programs and/or pilots.
- An outline of the tests to be used to determine whether or not a local distributor program duplicates an existing province-wide or regional distributor program.
Collaboration and Multi-Site Customer
- How LDCs may collaborate with gas utilities as part of their CDM plans
- The updated process for applying for funding through the LDC Collaboration Fund, including the criteria that will be used to assess and approve applications.
- Application form to be used by LDCs in making submissions to the LDC Collaboration Fund. Please review the updated LDC Collaboration Fund Guidelines before submitting an application.
- Template of LDC Collaboration Fund mid-point report which includes a description of the activities completed to date, preliminary results and detailed expenses to date.
- Template of LDC Collaboration Fund final report which includes the activities undertaken to complete the project, final results, effectiveness of the project, detailed final expense report, and recommendations for future improvements.
- To be submitted upon acceptance of final report to provide a summary of all the eligible costs versus the actual project expenditures. Must include proof of purchase such as invoices and supporting documents.
- An exception report is only necessary if another reporting requirement is past due and must include an explanation on not meeting a requirement, a description of any activities being taken to address the issues and a revised expected completion date.
- Strategies to enhance the coordination between LDCs and the IESO in promoting cost-effective CDM measures to customers with multiple locations across two or more service areas.
- Further detail on how to implement the guidelines. It includes three elements: 1) identifying high-potential customers; 2) engaging customers; and 3) making participation easy.
Evaluation, Measurement and Verification
- Reference standard for use by LDCs, the IESO and other CDM stakeholders in Ontario. It provides guidance and instruction for the undertaking of a robust evaluation of CDM programs.
- Procedures that guide LDCs and their project evaluators in selecting approaches and methods for estimating energy and demand savings of custom projects in the Retrofit Program.
- The evaluation process, including: roles and responsibilities, general scope, evaluation schedule, data requirements and governing documents (e.g. EM&V protocols).
- The governance, roles and responsibilities and principles for measurement and verification (M&V) activities for province-wide, regional and local conservation programs.
- Guidance on the process, timing and content of a formal mid-term review of the implementation of the 2015-2020 Conservation First Framework.
Achievable Potential Study (2016)
- Province-wide APS energy efficiency short-term results worksheet.
- Province-wide APS energy efficiency long-term results worksheet.
Behind-the-Meter Generation (BMH) and Fuel Switching
- Parameters for eligible behind-the-meter generation (BMG) projects that may be accepted into conservation programs.
- The review and approval process for incentives for eligible behind-the-meter generation (BMG) projects and studies under the Process and Systems Upgrades Program.
- How fuel switching measures may be integrated into conservation programs designed by local distribution companies (LDCs) in the 2015-2020 CDM Framework.
- Save on Energy brand use standards and rules as required through the ECA.
- Marketing standards to ensure that the Save on Energy brand is applied in a consistent manner across all CFF marketing materials. Note: Marketing materials are available to LDCs on the Marketing Asset Portal. Please contact firstname.lastname@example.org for more information.
- Pay-for-performance rules for: a) how the LDC can elect to receive pay-for-performance funding; b) how pay-for-performance rates are established and changed; and c) how the LDC should budget for, and will be paid, pay-for-performance funding.
- An overview of the pay-for-performance funding mechanism and the process for electing to receive pay-for-performance funding
- This primer shows linkages between conservation and regional planning and provides information to help the development of CDM plans and distributor programs that can contribute to, and benefit from, regional and community energy planning goals.
- List of LDC regions and contacts.
- Map of Northern Ontario zones for planning purposes.
- Map of Southern Ontario zone for planning purposes.