MDM/R Manuals, Procedures and Forms:

This page contains links to various MDM/R Manuals, Procedures and Forms. 

Some of the documents listed below are subject to the Temporary Change Control Process, where indicated in the “Status” column.   

Certain manuals detailing MDM/R Technical Interfaces and Standards are available on the Technical Interfaces and Samples page: please click here.

MDM/R Manuals and Procedures

Status

Document

Date Published

Links

Registration and Enrollment

Under Review

SME_MAN_0001  Preparation Registration and Enrollment Manual

NOTE: This document is currently being revised as it contains references to a number of discontinued or out-of-date documents.  While this manual still provides a useful overview to the Preparation, Registration and Enrollment process, specific references to other manuals and procedures should be disregarded until this document is updated.  In the meantime the guide entitled, “Smart Metering and the MDM/R – Guide to Testing” provides up-to-date references to the appropriate documents.

October 18, 2007

Issue 0.11

PENDING

MDM/R Baseline System Integration Testing (SIT) Scripts

PENDING

PENDING

PENDING

MDM/R Baseline Qualification Testing (QT) Scripts

PENDING

PENDING

CURRENT

Under Change Control

SME_MAN_9001  MDM/R File Transfer Services and Web Services Configuration Workbook.

NOTE: this document replaces one formerly entitled, “SME_MAN_9001  AS2 Configuration Workbook”  - originally posted on this page on November 8, 2007.

October 24, 2008

Issue 1.0

LDC Project Plan

CURRENT

LDC Project Plan Template and Activity Descriptions

The LDC Project Plan Template is a generic list of activities, phases and key milestones in the smart metering activities of a Local Distribution Company (LDC).  They span all aspects of the LDCs smart metering project from initial preparations to cutover to production operations with the MDM/R.

At right, the following documents are available:

1)       The LDC Project Plan Template in Microsoft PROJECT format;

2)       A sample LDC project plan generated from the LDC Project Plan Template in PDF format; and,

3)       A listing of LDC Project Plan Activity Descriptions which details the various activities that may be found in the LDC Project Plan Template in PDF format.

August 14, 2009

LDC Project Plan Template – Issue 1.0

- PROJECT Format

Sample LDC project plan – Issue 1.0

– PDF Format

LDC Project Plan Activity Descriptions – Issue 1.0

– PDF Format

Manuals Detailing Technical Interfaces and MDM/R Standards

Please see the Technical Interfaces and Samples page on this website for current status of MDM/R Technical Interfaces and samples documents.

IESO_SPEC_9027 - MDM/R V1.0, Technical Interface Specifications

For status and documents please follow this link to the Technical Interfaces and Samples page.

SME_SPEC_0001 - MDM/R V1.0 Reports Technical Specifications

IESO_STD_0078  - VEE Standard for the Ontario Smart Metering System

Training

MDM/R Training documents are maintained on the marketplace training page of the main IESO public website.  Please follow the links in the right-hand columns to view each document and their revision histories.

Smart Metering Start-Up Guide

Revision History:

CLICK HERE

Training document:

CLICK HERE

Smart Metering and the MDM/R – Guide to Testing and Cutover

Revision History:

CLICK HERE

Training document:

CLICK HERE

MDM/R Step by Step Guide: Graphical User Interface: Navigating, Querying, Editing

Document Status:    

PENDING

Training document:   PENDING

MDM/R – Guide to Reports

Revision History:

CLICK HERE

Training document:

CLICK HERE

Smart Metering and the MDM/R – Guide to Registration Forms

Revision History: 

CLICK HERE

Training document:    CLICK HERE

Operations

CURRENT

SME_MAN_0005  TOU Schedule and Calendar Manual

OUTSTANDING IMDC’s:

SME_IMDC_0046 pertaining to further changes to issue 3.0 of this document as a result of the closure of the comment period on September 25, 2009.

September 28, 2009

Issue 3.0 – CLEAN

Issue 3.0 – REDLINE

Change Management

CURRENT

SME_PRCS_0001 Temporary Change Control Process

August 17, 2007

Issue 1.0

NOT IN FORCE

DRAFT PUBLISHED FOR COMMENT

SME_MAN_0006  Change and Baseline Management Manual

NOTE: This document is not in force and the MDM/R remains under the Temporary Change Control Process.  Any comments related to this document may be sent to the SMSIP Team at: info@smi-ieso.ca

OUTSTANDING IMDC’s:

SME_IMDC_0061 pertaining to the release of issue 0.1 of this manual for comment by January 31, 2010.

December 11, 2009

Issue 0.6

Incident and Problem  Management

DRAFT FOR COMMENT.

NOT IN FORCE

SME_MAN_0008  MDM/R Business Continuity Manual

OUTSTANDING IMDC’s:

SME_IMDC_0057 pertaining to the release of issue 0.1 of this document for review and comment by February 28, 2010.

January 22, 2010

Issue 0.1

DRAFT FOR COMMENT.

NOT IN FORCE.

SME_MAN_0007  MDM/R Incident Management Manual

OUTSTANDING IMDC’s:

SME_IMDC_0056 pertaining to the release of issue 0.9 of this document for review and comment by February 28, 2010.

January 22, 2010

Issue 0.9 – REDLINE relative to Issue 0.8

Issue 0.9 - CLEAN

MDM/R Registration, Enrollment and Information Maintenance

Status

Document

Date Published

Links

Preparation Forms

CURRENT

SME_FORM_0001   LDC Information and Progress Report

OUTSTANDING IMDC’s:

SME_IMDC_0036 pertaining to the release of issue 5.0 of this form.

NOTE:

This document was formerly entitled, “Entry Level Questionnaire” up until December 19, 2008.

July 20, 2009

Issue 5.0 - WORD Format

Registration and Enrollment Forms

CURRENT

SME_FORM_0003   MDM/R Registration Application Form

NOTE: as of Issue 2.0 this form has been given a “confidential” classification (as indicated in the footer section) in order to reflect the fact that this form will contain confidential information when submitted to the IESO.

OUTSTANDING IMDC’s:

SME_IMDC_0062 pertaining to the release of issue 3.0 of this form.

December 30, 2009

Issue 3.0 - WORD Format

CURRENT

SME_FORM_0004  MDM/R Organization Contacts

NOTE: as of Issue 2.0 this form has been given a “confidential” classification (as indicated in the footer section) in order to reflect the fact that this form will contain confidential information when submitted to the IESO.

OUTSTANDING IMDC’s:

SME_IMDC_0062 pertaining to the release of issue 4.0 of this form.

December 30, 2009

Issue 4.0 - WORD Format

CURRENT

SME_FORM_0006  LDC Organizational Relationships and Authority Delegation Form

OUTSTANDING IMDC’s:

SME_IMDC_0062 pertaining to the release of issue 3.0 of this form.

December 30, 2009

Issue 3.0 - WORD Format

CURRENT

SME_FORM_0007  Self-Certification SIT Readiness Self-Assessment Form

December 30, 2009

Issue 1.0 - WORD Format

CURRENT

SME_FORM_0008  Self-Certification – Cutover Readiness Self-Assessment Form

December 30, 2009

Issue 1.0 - WORD Format

CURRENT

SME_FORM_0014  MDM/R File Transfer Services (FTS) Configuration Form

NOTE:

This document was formerly entitled, “MDM/R FTS and Web Services Configuration Form” up until December 11, 2009 at which point all content related to web services has been transferred to SME_FORM_0006.

This document was formerly entitled, “AS2 Configuration Form” up until March 27, 2009.

OUTSTANDING IMDC’s:

SME_IMDC_0051 pertaining to the updated release of issue 3.0 of this form and its renaming.

December 11, 2009

Issue 3.0 - WORD Format

DISCONTINUED

DISCONTINUED:  SME_FORM_0012  Update Questionnaire

NOTE: As of December 19, 2008 all informational updates should be submitted via SME_FORM_0001 (“LDC information and Progress Report” – see above).

n/a – discontinued

n/a – discontinued

System Access Form

CURRENT

SME_FORM_0013  MDM/R User Access Request Form

NOTE: as of Issue 2.0 this form has been given a “confidential” classification (as indicated in the footer section) in order to reflect the fact that this form will contain confidential information when submitted to the IESO.

OUTSTANDING IMDC’s:

SME_IMDC_0062 pertaining to the release of issue 6.0 of this form.

December 30, 2009

Issue 6.0 - WORD Format

Change Management Form

NOT IN FORCE

DRAFT PUBLISHED FOR COMMENT

SME_FORM_0011  MDM/R Service Recipient RFC Request Form

NOTE: NOT IN FORCE.  Draft for comment.

OUTSTANDING IMDC’s:

SME_IMDC_0061 pertaining to the release of issue 0.1 of this form for comment by January 31, 2010.

December 11, 2009

Issue 0.1 –  WORD Format