Guide for all Contact Roles
- The IESO administers a physical market with various participation types, a financial market (transmission rights) and other special-purpose programs. The Applicant Representative is responsible for registering the organization in a market or program through Online IESO.
- The Applicant Representative updates information related to the organization’s participation in IESO-administered markets or programs, such as main address, OEB licence(s), CER Permits, and Emergency Preparedness Plan. They also initiate the participation registrations for authorization in Online IESO.
- When there is more than one Applicant Representative at an organization, all Applicant Representatives will receive notices and the group will be able to act as a team. An accepted task will be assigned to one Applicant Representative until complete.
- The Applicant Representative can create user-resource relationships so Dispatch Data Submitters (Persons) can submit data for specific physical resources in the EMI (Energy Market Interface).
- Note: On the Actions page, select “Manage Resources”, and select “Modify User-Resource Relationships”.
- The Applicant Representative maintains the participant organization’s registered contacts and business relationships, and ensures registered contacts have appropriate access to the IESO systems, in coordination with the Rights Administrator.
- Notifications will be sent out when tasks are assigned. An organization may assign a relationship role for their resource (Operator, MMP, RMP, MSP). The Applicant Representative is responsible for accepting this relationship role.
- For example, to assign a Metered Service Provider (MSP): accept the task and select the MSP organization. This task will be available as part of ‘Manage Resource’ or ‘Manage Facilities and Equipment’, once the MMP or MMPT are confirmed.
- The Applicant Representative submits a renewed OEB Licence or CER Permit when required. (Note: On the Actions page, select ‘Update Organization’ to upload a pdf copy of a licence or permit. Choose ‘Submit’ licence to continue.
- The Applicant Representative also submits a new Emergency Preparedness Plan. (Note: On the Actions page, select ‘Update Organization’ and choose ‘Submit Emergency Preparedness Plan’ to continue.
- Updated banking information is required when the participant organization is requesting participation in an IESO market or program that requires banking information.
- Updates and reviews are made by selecting “Update Organization” and choosing “Update Banking Information” to continue.
- Banking information changes are assigned to all Invoicing and Banking Contacts, Authorized Representatives, and Primary Contacts to accept, approve or reject.
- Note: The Invoicing and Banking contact that inputs the changes cannot be the same person to accept, approve or reject the second task.This is a security feature built to protect the participant from fraudulent activity.
- Participant organizations can be assigned as a recipient of an MDA relationship for a delivery point by ensuring that the Applicant Representative becomes an authorized MDA through the following steps in Online IESO:
- Login to Online IESO as an Applicant Representative.
- On the “Actions” page click on “Manage Participation” and select an organization and click “Next” Select “Enter Participant Service Provider Participation” and click “Next”
- Select service “Meter Data Associate” and click “Continue”, then click “Proceed” to submit the request
- On the “Tasks” page, complete the “Assign Contact Role(s) for participant organization”: Meter Data Associate Request (‘request #’)”. Assign a mandatory “Revenue Metering Data” contact role and other optional contact roles for the MDA participation.
- The Meter Trouble Report Contact receives email notifications when Meter Trouble Reports (MTRs) are issued, closed or late and can access MTRs through Online IESO. This contact can add comments to an open MTR through “Related Actions” about planned work/outage or schedule information that could be relevant to resolving the meter issue.
- The Meter Trouble Report Contact generates reports on issued MTRs and can comments to MTRs to share information with the IESO and or MSP which could facilitate the resolution of an MTR such as noting relevant planned work or outage information.
- The Meter Trouble Report Contact can view the participant organization’s MTRs, meter failure details, discussion with the IESO and the final resolution of the MTR.
- Meter Trouble Report Contacts can generate historical/current reports on MTRs issued for Meter Installations and filter by installation, date, type (Communication, validation, EITRP and Outage) and status (open, resolved, closed). MTR Overview Reports can also be exported to excel for further sorting, printing, or emailing.
- To print Meter Trouble Reports in Microsoft Word and XML format: From the Records page, select Meter Trouble Reports. Find the relevant MTR by searching by Facility, MTR# or Meter Installation, and click the MTR to open. Select the “Export Meter Trouble Report” button on the top right to export the MTR in both Word and XML format.
- The Meter Trouble Report Contact receives email notifications when Meter Trouble Reports (MTRs) are issued, closed or late and can access MTRs through Online IESO. This contact can add comments to an open MTR through Related Actions about planned work/outage or schedule information that could be relevant to resolving the meter issue.
- The Meter Trouble Report Contact (MSP) can respond to validation and communication MTRs by documenting the investigation and resolution of MTRs in Online IESO in the Comment Section.
- This contact can upload data files and other supporting documentation to Online IESO and create the Issue, Outage and Emergency Instrument Transformer Restoration Plan (EITRP) MTRs and update outage schedules. The Meter Trouble Report Contact can open or convert an existing MTR to an Emergency Instrument Transformer Restoration Plan (EITRP) MTR when a voltage or current transformer fails. An EITRP MTR allows more time to explain/resolve the situation and communicate how data will be handled to the IESO and what registration documents will be submitted.
- This Meter Trouble Report Contact can also generate reports (custom, MTR Upcoming Deadlines, MTR Upcoming Outage End Date, MTR Active Tasks by Assignee, Meter Error Codes Report) on MTRs issued to the participant organization.
- To generate a custom report on MTRs for Meter Installations and MTR statistics: search/filter by: the facility meter installation, date of issue or nearing PSS/FSS calculation date, type (communication, validation, EITRP or Outage), status (open, resolved, closed).
- To view MTRs: navigate to the Records page, select Meter Trouble Reports, and scroll or search for the MTR. MTRs can also be viewed in XML format through report.ieso.ca.
- To print Meter Trouble Reports in Microsoft Word and XML format: From the Records page, select Meter Trouble Reports. Find the relevant MTR by searching by Facility, MTR# or Meter Installation, and click MTR to open. Select the Export Meter Trouble Report button on the top right to export the MTR in both Word and XML format.
- When there is more than one MSP Meter Trouble Report Contact at an organization, all MSP Meter Trouble Report Contacts will receive notices and the group will be able to act as a team, or address tasks individually.
- This contact can submit NODs for a preliminary settlement statement in Online IESO. The “Records” page includes all information for submitted NODs, including NOD submission details, attachments, decisions and notifications.
- Tasks are created in Online IESO to allow the NOD to respond to Information Requests and Notice of Disagreement Decision (10 days to optionally respond).
- NODs for an Administrative Pricing Event must include the Administrative Pricing Event Correction Form (Form 1549), available on the IESO Market Rules & Manuals Library webpage.
- To create a Notice of Disagreement: On the Actions page, select the “Create a Notice of Disagreement” action and follow the on-screen instructions to complete the required information.
- To withdraw an NOD with ‘open’ status: On the Records page, select “Notices of Disagreements”, then select the disagreement you wish to withdraw. In the left menu, choose “Related Actions”, then “Withdraw Notice of Disagreement”. Fill in the required information and submit.
- The “Notice of Disagreement Overview Report” lists key details of NODs that can be viewed and exported from the “Reports” page, and the “News” page notes activities for submitted NODs.
- This contact can calculate and submit prudential support obligation as well as test prudential support scenarios. Up to 3 scenarios may be saved per session. Saved scenarios can be found under “Tasks” but once a saved scenario is submitted to the IESO, the remaining scenarios are removed.
- Letters of Credit must be obtained from a bank that is named on a schedule to the Bank Act and must have a long term credit rating of ‘A’.
- The Guarantee must be in a form acceptable to the IESO and provided by a person that has a credit rating from a major bond rating agency. Currently the major bond rating agencies recognized by the IESO are S&P, Moody’s and DBRS.
- Government of Canada Treasury Bills are valued as cash at their current market value less 2%. For example, if a participant has to post $1000 and chooses to provide a Treasury Bill, then the settlement amount of the Treasury Bill must actually be for $1,020 ($1000 * 1.02).
- To submit Prudential Support information: On the Actions page, select “Submit Prudential Support Information”. Choose your organization, click “Next” and supply the requested information.
- Notifications regarding approvals or rejections will be provided under the “Tasks’ menu. Pre-approval may require the submission of supporting documentation.
- Any combination of the 3 types of supporting documentation may be submitted: a) Guarantee (Affiliate/Non-Affiliate); b) Letter of Guarantee/Letter of Credit; and, c) Government of Canada Treasury Bill.
- Original prudential support documents must be sent to the IESO if requested. Post electronic versions of prudential support documents to allow the IESO treasury to review and advise of corrections before submitting originals. Use the templates supplied on the upload portion of the form.
- Distributors applying for an LDC prudential credit reduction will be required to post an LDC Prudential Credit Affidavit electronically for IESO review, prior to issuing the originals to IESO.
- IESO approval will be followed by a Prudential Manager email with a new or revised schedule ‘A’. See Appendix B in the ‘Guide to Prudentials’ at the IESO Training Homepage for more information.
- The MSP Revenue Metering Contact is the only one that can initiate Manage Meter Installation requests, receive and manage tasks associated with this request.
- The MSP Revenue Metering Contact can monitor the status of Manage Meter Installation requests on the “News & Records” page and access data submitted for an in-flight Manage Meter Installation request and the master data related to meter installations and delivery points.
- This contact also receives tasks associated with Manage Meter Installation requests by other MSP authorized organizations, such as submitting totalization tables for impacted delivery points and approving Site Registration Reports (SRR’s) for impacted delivery points.
To access Revenue Meter Installations: On the Actions page, select “Manage Meter Installation” and indicate the MSP organization. Choose the type of metering request (Register Meter Installations, Update Meter Installations, Like-for-Like/Master File Update or Deregister Meter Installations), and compete the required tasks.
- Reports are created for each request tracking the progress of the request and the status of all tasks. Reports are found on the “News & Records” page.
- In-flight data for on-going requests are accessible, along with the master data for completed requests.
- In flight data: On the Records page, select the Record for in-flight metering requests and all in-flight requests will be displayed. Select a request and all data submitted for the request will be accessible including documents submitted through the request.
- Master data: Select the Meter Installations record and the desired registered meter installation. The master data record will display the most recent registered data. As updates are made to the meter installation and delivery points, the changes to master data will be immediately reflected in the master data record.
- When there is more than one MSP Revenue Metering Contact at an organization, all MSP Revenue Metering Contacts will receive notices and the group will be able to act as a team, or address tasks individually.