Guide for all Contact Roles

Online IESO Contact Roles

Each participant organization may add any of the following contact roles in Online IESO, for registration with the IESO, depending on their participation type. Some contact roles are mandatory, while others may be added as required. We advise assigning at least two individuals to each applicable contact role. The responsibilities for each contact role are described below. See the printable pdf of the Contact Roles.

Participants are responsible for populating and maintaining applicable and accurate contact roles. Incomplete or inaccurate contact roles may result in participants being unable to complete essential functions, miss critical communication such as those regarding compliance obligations, etc. Failure to have accurate contact information will not delay or defer any other Participant accountabilities.

Managing Contact Roles

Review and, if necessary, change the contact information.

On the Actions page, select “Manage My Information”.  Review the business contact information shown and make any necessary changes. Be sure to keep all phone numbers and email addresses up to date.

Registering and Removing Contact Roles

  1. Avoid registration delays by searching first for a person to see if the person is registered in Online IESO. This prevents duplicate registrations. Use the Person ID number to verify that a registered person is the correct contact for your organization.
  2. On the Actions page, select “Update Organization”. Indicate the organization the contact is being added to.
  3. Click “Next” and choose “Update Contact(s)” to continue. You can update a contact “By Person” or “By Role” (contact role type) or “By Section” (single point of contact for a group at the participant organization).

Note: There must be at least one person registered for each mandatory participant organization contact. If replacing a mandatory participant organization contact, register the replacement individual contact first for that role. The replacement can then remove the original contact.

I. Organization Contact Roles

Applicant Representative: Mandatory participant organization contact responsible for market participation and program tasks, including maintaining up-to-date registered contacts.

More information
  • 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, licence or Emergency Preparedness Plan. They can also initiate the Online flow related to a new authorization.
  • 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.
  • 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.
    • 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.
  • To submit a renewed OEB Licence or NEB Permit: use ‘Update Organization’ action to upload a new licence or permit document. Choose ‘Submit’ licence to continue. A notification is sent for approval or rejection of the licence.
  • When it is necessary to submit a new Emergency Preparedness Plan, use the ‘Update Organization’ action and choose ‘Submit Emergency Preparedness Plan’ to continue. A notification is sent for approval or rejection of the plan.   

Authorized Representative: Mandatory participant organization contact responsible for contractually binding the organization with the IESO (i.e. a senior officer of the organization) and assigning other Authorized Representatives and Primary Contacts. 

  • Authorized Representatives receive certain notices, including changes to the participant organization’s banking information made by an Invoicing and Banking contact, and complete tasks assigned by the IESO. The Authorized Representative can choose to review, reject or approve the Banking Information change when this Task is received.
  • Additional Authorized Representatives may be added. If an Authorized Representatives is no longer available, then a new Authorized Representative must be established. Contact Customer Relations for more information. 
  • When there is more than one Authorized Representative at an organization, all Authorized Representatives will receive notices and the group will be able to act as a team. 

Primary Contact: Mandatory participant organization contact responsible for serving as the IESO’s day-to-day contact (i.e. a senior employee of the organization) and for assigning Rights Administrators and other Primary Contacts.

  • The Primary Contact registers Rights Administrators who can grant or revoke access to IESO information systems. 
  • This contact receives certain notices, including changes to the participant organization’s banking information made by an Invoicing and Banking contact, and completes tasks assigned by the IESO. This contact can choose to review, reject or approve the Banking Information change when this Task is received.
  • When there is more than one Primary Contact at an organization, all Primary Contacts will receive notices and the group will be able to act as a team.

Rights Administrator: Mandatory participant organization contact (should be an employee of the organization) responsible for requesting access to IESO information and designating Applicant Representatives.

More information
  • The Rights Administrator performs the face-to-face proofing of participant individuals requesting an IESO User Account and can make requests to add or remove access to IESO systems for either Person or Machine Accounts (API), according to the organization’s participation.
  • The Rights Administrator can add or remove IP addresses associated with a Machine Account (API) registered for an organization. This activity takes 10 business days to be processed, and the exact API account name is necessary to complete this action. 
    • On the Actions page, select “Manage System Access”. Click “Next” and then select “Update IP Address for a Machine Account” to continue. 
  • The Rights Administrator can register Applicant Representatives, who are responsible for registering contacts the IESO will use when reaching out to the participant organization. 
  • Prudential Requirements and Reliability Compliance contacts require specific system access to work with the IESO. This system access must be assigned by the Rights Administrator, who will be notified to grant the necessary system access using the “Manage System Access” action.
  • The Rights Administrator (for RMP organizations) can create user-resource relationships (i.e. assign rights) so Dispatch Data Submitters (Persons or APIs) can submit data for specific physical resources.
    • On the Actions page, select “Manage Resources”. Select “Modify User-Resource Relationships” and click “Next” to continue.
  • When there is more than one Rights Administrator at an organization, all Rights Administrators will receive notices and the group will be able to act as a team, or address tasks individually.

II. Participation Contact Roles  

Bids and Offers: Participant organization contact or section (24/7 - Operations Desk, Energy Trading Floor) responsible for managing bids or offers related to the organization.

Capacity Auction Contact: Participant organization contact responsible for administering all tasks and questions related to Capacity Auction. 

CDM Plan Administrator: Participant organization contact responsible for developing the detailed Conservation and Demand Management (CDM) Plan for a Local Distribution Company (LDC).

CDM Plan Primary Administrator: Participant organization contact responsible for coordinating CDM Plan development and submission for an LDC. 

CDM Reported Results Submitter: Participant organization contact responsible for submitting monthly/quarterly reported results to the IESO.  

Communications and Customer Service: Participant organization contact responsible for receiving IESO information on communications and media issues and/or delivering customer service on behalf of the participant organization.

Compliance and Market Surveillance: Participant organization contact responsible for matters related to the organization’s compliance with the market rules and conduct within the IESO-administered markets. This responsibility includes submitting self-reports for possible breaches of the market rules.

Contributor Information Contact: Participant organization contact responsible for all tasks and questions related to contributor information. This applies to Capacity Market Participants using virtual Hourly Demand Response Resources.

Control Room Section: Participant organization section or the control center responsible for 24/7 real-time operational matters related to the control room.

Day-Ahead Bids & Offers: Participant organization contact responsible for submitting and/or changing day-ahead bids or offers.

Demand Response Auction Contact: Participant organization contact responsible for all tasks related to Demand Response Auction.

Dispatch Data Submitter: Participant organization contact responsible for submitting and/or changing the real-time bids, offers or schedules. Before a Dispatch Data Submitter can submit data for a specific physical resource, a Rights Administrator must create a user-resource relationship (i.e. assign rights) for that resource to the Dispatch Data Submitter. Removing a Dispatch Data Submitter also removes all dispatch data they have submitted.

Dispatch Data Viewer: Participant organization contact responsible for viewing submitted real-time bids, offers or schedules.

Dispatch Instruction Operator: Participant organization contact responsible for accepting or rejecting dispatch instructions issued by the IESO for a registered facility. Each market participant who may receive and accept/reject dispatch instructions must have at least one Dispatch Instruction Operator registered with the IESO.

Dispatch Instruction Viewer: Participant organization contact responsible for viewing received dispatch instructions issued by the IESO for a registered facility. 

Emergency Preparedness Plan: Participant organization contact responsible for submitting and updating the Emergency Preparedness Plan. 

Energy Efficiency Service Provider Data Submitter: Participant organization contact responsible for submitting Energy Efficiency program data to the IESO for Reporting and Settlements. 

Energy Limited Resource Forecast: Participant organization contact responsible for the submission of the energy limited resource forecast. 

E-Tag Curtailment:
Participant organization contact responsible for receiving notifications regarding the limiting of energy flow on an arranged and/or confirmed interchange transaction.

Equipment Outage Late Notification Contact:
Common for participant organizations authorized as an equipment operator. This contact is responsible for receiving outage notifications that are late to start, and for taking appropriate action as required. See Equipment Registration and Outage Submission Roles, as well as the Facility Registration File for more details.

Equipment Outage Submitter: Common for participant organizations authorized as an equipment operator. This contact is responsible for submitting, updating and cancelling outage requests for all equipment in operation. See Equipment Registration and Outage Submission Roles, as well as the Facility Registration File for more details.

Equipment Registration Specialist: Common for participant organizations with ownership of a facility. This contact is responsible for submitting registration requests and the related facility, resource and equipment information, and modifying third party viewership. See Equipment Registration and Outage Submission Roles, as well as the Facility Registration File for more details.

Industrial Application Program Analyst: Participant organization contact responsible for reviewing and managing Industrial program applications.
 
Industrial Application Service Provider Analyst: Participant organization contact responsible for reviewing and managing Industrial program applications on behalf of LDCs. 

Information Technology: Participant organization contact responsible for communicating with the IESO about information technology services, projects and changes.

Invoice & Banking: Common participant organization contact responsible for submitting, approving and maintaining the organization’s banking information. 

  • Updated banking information is required when the participant organization is requesting participation in an IESO market or program that requires banking information. A task notification will be sent to the Invoicing & Banking contact to address. 
    • Updates are made using the ‘Records’ page. On the Actions page, select “Update Organization”. Click “Next” and choose the action “Update Banking Information” to continue. Review the registered banking information and update where necessary.
  • Banking information changes are assigned to all Authorized Representatives, Invoicing and Banking Contacts, and Primary Contacts to accept, approve or reject. 

Market Participant Compliance Contact: Participant organization contact responsible for reliability compliance under the Ontario Reliability Compliance Program.  This includes preparing and submitting Self-Certifications, periodic data submittals and data requests and in cases of potential non-compliance, submitting Self-Reports and providing associated mitigation plans. 

Market Participant Escalation Contact:
Participant organization contact responsible for reporting reliability compliance on escalated matters (for example, when due dates are missed) under the Ontario Reliability Compliance Program.  This person is preferably of higher authority than the person designated as the Market Participant Compliance Contact. 

Meter Data Associate (MDA): Common participant organization contact responsible for assigning access to delivery point data to others. Meter Data Associate (MDA) relationships at delivery points allow organizations to assign access to delivery point data to another participant organization.

More information
  • 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: 
  1. Login to Online IESO as an Applicant Representative. 
  2. On the “Actions” page click on “Manage Participation” and select an organization and click “Next” 
  3. Select “Enter Participant Service Provider Participation” and click “Next”
  4. Select service “Meter Data Associate” and click “Continue”, then click “Proceed” to submit the request  
  5. 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. 
 

Meter Trouble Report (MMP): Mandatory for participant organizations authorized as Metered Market Participants (MMP). This contact is responsible for meter installations that provide metering data to the IESO, and for receiving and reviewing meter trouble reports.

More information
  • 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. 

Meter Trouble Report (MSP): Mandatory for participant organizations authorized as Metered Service Providers (MSP). This contact is responsible for accessing, creating, updating and managing meter trouble reports.

More information
  • 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.

NGEP Gas Distributor Data Observer: Participant organization contact responsible for searching and viewing gas data submissions for a specific program participant.

NGEP Gas Distributor Data Submitter: Participant organization contact responsible for submitting gas program fund administration data.

Notice of Disagreement (NOD): Common participant organization contact responsible for managing documentation and information in the Notice of Disagreement process.

More information
  • 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.

Prudential Requirements Support Contact: Common for participant organizations in the IESO physical markets. This contact is responsible for managing information with regards to collateral funds submitted for prudential support obligations. Collateral funds cover amounts that might be owed to the market if the participant organization is unable to make a payment. Prudential information should be submitted for pre-approval and may take several business days.

More information
  • 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. 
 

Retrofit 3rd Party Evaluator: 3rd party evaluator contact assigned to review specific Retrofit program applications on behalf of the participant organization.

Retrofit Audit Contact: Participant organization contact with read only access to Retrofit applications for auditors of the Retrofit program.

Retrofit Program Analyst: Participant organization contact responsible for reviewing and managing Retrofit program applications. This contact role is available to participant organizations who are registered for the Retrofit Program. Retrofit Service Provider Analyst: Participant organization contact responsible for reviewing and managing Retrofit program applications. This contact role is available to service providers hired by the IESO to manage the Retrofit Program.

Revenue Metering (MMP): Mandatory for participant organizations authorized as Metered Market Participants (MMP). This contact is responsible for the organization’s master data on meter installations and delivery points.

More information
  • This contact is required for participant organizations authorized as a Generator-Metered Market Participant, Load-Metered Market Participant, or Distributor-Metered Market Participant.
  • The MMP Revenue Metering Contact can monitor the status of Manage Meter Installation requests initiated by an MSP at the Metered Market Participant’s delivery point on the “News & Records” page and access data submitted for an in-flight Manage Meter Installation request at the Metered Market Participant’s delivery point. 
  • In-flight data for on-going requests are accessible, along with the master data for completed requests related to meter installations and delivery points.
    • To access 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 available.
    • To access 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, changes to master data will be immediately reflected in the master data record.  

Revenue Metering (MSP): Mandatory for participant organizations authorized as Metering Service Providers (MSP). This contact is responsible for initiating and completing requests to register, update and de-register revenue meter installations.

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 additionally 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. 
 

Revenue Metering Data: Common participant organization contact responsible for managing meter data report profiles and requesting revenue meter reports. 

  • To manage a meter data report profile: On the Actions page, select “Manage Meter Data Report Profile” and complete the required information. 
  • To request an Ad-Hoc Meter Data Report: On the “Actions” page click on action “Request Meter Data Report” and complete the required information. A confirmation email with a unique request number will be sent to all “Revenue Metering Data” contacts of the participant organization.
  • The Revenue Metering Data Contact can also download revenue metering data reports from the IESO report site at reports.ieso.ca.

Revenue Metering Transmitter: Mandatory for participant organizations authorized as Transmitter Owners. This contact is responsible for approving Site Registration Reports (SRR) for transmission delivery points impacted by requests to register, update or deregister meter installations. 

  • The Revenue Metering Transmitter can register transmission network and connection resources and assign a Market Participant for Transmission Tariff (MMPT) using the Manage Transmission Resource action and register transmission network and connection resources for Manage Facilities and Equipment requests initiated by an authorized equipment owner. 
  • The Revenue Metering Transmitter can initiate Manage Transmission Resource requests to register Transmission Network (TN) and Connection (TC) resources. TN and TC resource require MMPT roles.
  • When there is more than one Revenue Metering Transmitter Contact at an organization, all Revenue Metering Transmitter Contacts will receive notices and the group will be able to act as a team, or address tasks individually.

Settlement Data and File Submitter: Participant organization contact responsible for submitting & searching settlement information and forms via the Online Settlement Form application and retrieving settlement reports via the IESO Participant Reports site.

Settlement Data Viewer: Participant organization contact responsible for searching and viewing settlement information and forms via the Online Settlement Form application and retrieving settlement reports via the IESO Participants Reports site.

Settlements: Participant organization contact responsible for addressing issues and questions relating to settlement statements.