LDC Toolkit

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

CDM Plan and Program Development  

  • CDM Plan Submission and Review Criteria Rules
    • Rules for the roles, responsibilities and timing for CDM Plan submissions and approval criteria.
  • CDM Plan Amendment Guidelines
    • 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.
  • CDM Plan Template
    • Workbook to be used for the development of a LDC CDM Plan
  • CDM Energy Efficiency Cost Effectiveness Tool
    • This workbook can be used to calculate the cost effectiveness of customized CDM initiatives and programs.
  • Conservation and Demand Management Energy Efficiency Cost Effectiveness Guide
    • Description of standard industry metrics to assess the cost effectiveness of obtaining CDM energy savings.
  • Financial Modeling Tool
    • 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.
  • Overview of Program Archetypes
    • 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

  • Data and Reporting Requirement Rules
    • Requirements for data and report exchange between LDC and IESO including content, timing, frequency and data exchange format.
  • Settlement Information Requirements Rules
    • Rules for invoicing, payment, quarterly reconciliations, and IESO value-added services.
  • 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 Program Delivery Expenses Guideline
    • 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

Collaboration and Multi-Site Customer

Evaluation, Measurement and Verification

Mid-Term Review

  • 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.

Achievable Potential Study (2016)

Behind-the-Meter Generation (BMH) and Fuel Switching


  • Brand Use Rules
    • Save on Energy brand use standards and rules as required through the ECA.
  • Save on Energy Marketing Standard
    • 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 marketing@ieso.ca for more information.


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

Regional Planning