Forms and templates: energy contracts, certificates of compliance, self-certification

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Energy contracts - disclosure statement and price comparison templates, verification scripts, standard contract terms and conditions

Under new legal and regulatory requirements that came into force on January 1, 2011, new contracts and contract renewal forms must be accompanied by the applicable OEB-approved Disclosure Statement(s) and by the applicable Price Comparison(s), generated using the OEB-approved templates and with Part B completed by the electricity retailer or gas marketer in accordance with the OEB’s instructions.

The OEB-approved Disclosure Statements and the OEB-approved Price Comparison templates can be downloaded using the links below. Electricity retailers and gas marketers are reminded of the following:

i. The Disclosure Statements to be used must be as approved by the OEB. Among other things, this means all of the Disclosure Statements must be:  (a) in colour; and (b) in the form published by the OEB (including page size). Electricity retailers and gas marketers are not permitted to alter or redact the Disclosure Statements in any way except as permitted by the Disclosure Statements. Retailers and marketers may enter a document control number in the form field that appears in the lower right corner of the front page. The document control number must be in a font size no larger than Arial 8, and may be numeric, alphabetic, or alpha-numeric but may not include the retailer’s or marketer’s name or a date.

ii. The Price Comparison templates to be used must be as approved by the OEB. Among other things, this means: (a) all Price Comparisons provided to low-volume consumers must be in colour and in legal-sized format; and (b) only the versions of the Price Comparison templates that have been fully pre-populated by the OEB may be used. Electricity retailers and gas marketers are not permitted to alter or redact any portion of the template that has been pre-populated by the OEB. Part B of a Price Comparison must be completed by the electricity retailer or gas marketer in accordance with the instructions contained in the applicable OEB-approved template. Retailers and marketers may enter a document control number in the form field that appears in the lower right corner of the front page. The document control number must be in a font size no larger than Arial 8, and may be numeric, alphabetic, or alpha-numeric but may not include the retailer’s or marketer’s name or a date.

iii. The restated Electricity Retailer Code of Conduct and the Code of Conduct for Gas Marketers that came into force on January 1, 2011 set out rules pertaining to the provision of Disclosure Statements and Price Comparisons in a language other than English.

Downloads

The following OEB-approved Disclosure Statements and Price Comparison templates can be downloaded and printed. For details on how to download the documents and how to complete the Price Comparison templates, see the Downloading and Printing Instructions.

Effective date January 1, 2017

Effective date January 1, 2017

Effective date January 1, 2017

Documents valid from May 1, 2017 to October 31, 2017:

Documents valid from Nov 1, 2016 - Apr 30, 2017:

Documents valid from April 1, 2017 (except where noted):

Documents valid from January 1, 2017 (except where noted):

FOR USE ON AND AFTER JANUARY 1, 2017

Renewal / Extension Scripts:

Verification Scripts:

Contracts entered into over the internet:

Contracts entered into in person:

Contracts entered into by mail:

Instructions for printing disclosure statements

The Disclosure Statements are downloadable and in camera-ready format, and are presented in portable document format (PDF). The Disclosure Statements can be printed in a manner that allows for carbon capture if desired. 

Instructions for completing and printing price comparison templates

The Price Comparison templates are provided in PDF format.  

Price Comparisons must, when used in hard copy, be presented in colour and in booklet format using legal-sized paper.

Certificates of compliance

Under new legal and regulatory requirements that come into force on January 1, 2011, licensed electricity retailers and licensed gas marketers (“suppliers”) may not enter into, renew, amend or extend the term of a contract with a low-volume consumer until such time as the supplier has filed with the Board a Certificate of Compliance in the required form and has received from the Board written acknowledgement of it.

The form of Certificate of Compliance to be used for this purpose can be downloaded using the links below.  This form is substantively the same as that found in Appendix A to each of the restated Electricity Retailer Code of Conduct (pdf) and the restated Code of Conduct for Gas Marketers (pdf). Suppliers are reminded that the Certificate of Compliance must be signed by a person that satisfies the requirements set out in section 6.3 of the applicable restated Code of Conduct.

Where the Certificate of Compliance filed by a supplier indicated “no” or “N/A” in relation to a given statement, the supplier shall not conduct the activity to which that statement relates unless the supplier has filed with the Board a further Certificate of Compliance in the required form and has received from the Board written acknowledgement of it. 

The form of Certificate of Compliance to be used for this purpose can be downloaded using the links below.  This form is substantively the same as that found in Appendix B to each of the restated Electricity Retailer Code of Conduct and the restated Code of Conduct for Gas Marketers.  Suppliers are reminded that the Certificate of Compliance must be signed be a person that satisfies the requirements set out in section 6.3 of the applicable restated Code of Conduct.

The Certificates of Compliance described above are those associated with the obligation set out in section 3 of Ontario Regulation 90/99 (Licence Requirements – Electricity Retailers and Gas Marketers) and in sections 6.1 and 6.2 of the applicable restated Code of Conduct. 

There is also a separate requirement that suppliers annually file with the Board by April 30 a self-certification statement on compliance.  Further information about these annual filings may be obtained from the Self-Certification Statement.

Downloads

The following Board-approved form of Certificate of Compliance can be downloaded:

Appendix A

Appendix B

Instructions for completing and submitting certificate of compliance forms

The Board-approved form of the Certificate of Compliance calls for the supplier to confirm a number of statements by checking “yes”, “no” or “N/A”, as applicable. 

An original signed copy of the Certificate of Compliance should be filed with the Board, addressed to: 

Kirsten Walli 
Board Secretary 
Ontario Energy Board 
P.O. Box 2319 
2300 Yonge Street, Suite 2700 
Toronto, Ontario M4P 1E4

An electronic copy should also be filed by e-mail at boardsec@ontarioenergyboard.ca.  Please include “Certificate of Compliance; EB-2010-0405” in the subject line of the e-mail.

Suppliers: Self-Certification Statements

Section 6.4 of the Electricity Retailer Code of Conduct (pdf) and the Code of Conduct for Gas Marketers (pdf) requires that commencing in 2012 and annually thereafter, suppliers file with the Board by April 30 a self-certification in the form and manner required by the Board. 

The form of Self-Certification Statement to be used for this purpose can be downloaded using the links below.  This form is substantively the same as that found in Appendix A to each of the Electricity Retailer Code of Conduct and the Code of Conduct for Gas Marketers.   

The Self-Certification Statement must be signed by the supplier’s Chief Executive Officer, Chief Operating Officer, President or other person of equivalent position.

The requirement for annual self-certification is different from the initial requirement to certify compliance.   Any supplier that has not yet filed a Certificate of Compliance and received the Board’s acknowledgement of it must do so separate and apart from the obligation to file an annual self-certification.  Further information may be obtained from the Certificates of Compliance.

Downloads

The following Board-approved form of annual Self-Certification Statement can be downloaded:

Instructions for completing and submitting self-certification statements

The Board-approved form of Self-Certification Statement calls for the supplier to confirm a number of statements by checking “yes”, “no” or “N/A”, as applicable.  

The Self-Certification Statement must be signed by the supplier’s Chief Executive Officer, Chief Operating Officer, President or other person of equivalent position.

Annual self-certification statements are due on April 30th of each year, commencing in 2012.

An original signed copy of the Self-Certification Statement should be filed with the Board, addressed to: 

Kirsten Walli 
Board Secretary 
Ontario Energy Board 
P.O. Box 2319 
2300 Yonge Street, Suite 2700 
Toronto, Ontario M4P 1E4

An electronic copy should also be filed by e-mail at boardsec@ontarioenergyboard.ca
Please include “Self-Certification Statement; EB-2012-0089” in the subject line of the e-mail.