LDC Tool Kit

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 the Energy Conservation Agreement, rules, targets and budgets, reference standards, and guidelines and tools. 

Energy Conservation Agreement

The Energy Conservation Agreement sets out the contractual relationship between the IESO and LDC under the Conservation First Framework.


See ​Province-wide Program Rules on the Program Rules page.

Targets and Budgets

  • LDC CDM Targets and Budget
    A table showing the target and budget each LDC has been allocated using the target and budget allocation methodologies outlined in LDC Target & Budget Allocation Methodology.

Reference Standards


  • Avoiding Duplication Guideline
    An outline of the tests to be used to determine whether or not a local distributor program is the same as an existing province-wide or regional distributor program.
  • CDM Plan Amendment Guidelines

    Guidelines intended to provide LDCs with additional assistance in understanding CDM Plan amendment and resubmission requirements, criteria, and processes. It also outlines the process for minor amendments to the CDM Plan.
  • Central Services Strategy and Rate Guideline
    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.
  • Eligible BMG Projects Review Process Guideline
    The review and approval process for incentives for eligible behind-the-meter generation (BMG) projects and studies under the Process and Systems Upgrades Program.

  • Eligible Program Delivery Expenses Guideline
    Types of prudent and appropriate delivery and administration expenses that are eligible for funding received through approved CDM Plans. This does not include expenses for customer incentive, participant-based variable funding or other funding defined in Program Rules.

  • Evaluation Guideline
    The evaluation process including roles and responsibilities, general scope, evaluation schedule, data requirements and governing documents (e.g. EM&V Protocols).

  • Fuel Switching Guideline
    How fuel switching measures may be integrated into conservation programs designed by local distribution companies (LDCs) in the 2015-2020 CDM Framework.

  • Gas Collaboration Guideline
    How LDCs may incorporate collaboration with gas utilities into their CDM plans.

  • Implementation Guideline for Multi-Distributor Customer Strategy
    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.

  • LDC Collaboration Fund Application and Funding Guideline
    The process for applying for funding through the LDC Collaboration Fund, including the criteria that will be used to assess and approve applications.

  • Measurement &Verification Guideline
    The governance, roles and responsibilities and principles for measurement and verification (M&V) activities for province-wide, regional and local conservation programs.

  • Mid-Term Review Guideline 
    Guidance on the process, timing and content of a formal mid-term review of the implementation of the 2015-2020 Conservation First Framework.

  • Multi Distributor Customer Guideline
    The strategies to enhance the coordination between LDCs and the IESO in promoting cost-effective CDM measures to customers with multiple locations across several licensed service areas.

  • Pay-for-Performance Guideline
     An overview of the pay-for-performance funding mechanism and the process for electing to receive pay-for-performance funding

  • Target Exchange Guideline
    This document sets out the requirements for exchanging or trading CDM targets throughout the term of an LDC’s Energy Conservation Agreement (ECA)


  • CDM Plan Template (.xls) 

    Workbook is to be used for the development of an LDC CDM Plan to submit to the IESO for approval.

  • Financial Modeling Tool (.xls) 

    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 and sector as well as evaluate the impact of fulfilling and exceeding savings targets under each model.

CDM Cost Effectiveness Tool and Guide

Conservation Program and Pilot Development

Achievable Potential Study (2016)

Achievable Potential Study (2014)

Regional Planning Primer