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Information on Regional Infrastructure Planning

In 2012, the OEB issued its Report of the Board – A Renewed Regulatory Framework for Electricity Distributors: A Performance Based Approach (RRFE Report). In the RRFE Report, the OEB concluded that infrastructure planning on a regional basis is required to ensure that regional issues and requirements are effectively integrated into utility planning processes, and indicated that it would establish a process in order to move to a more structured approach to regional infrastructure planning.

The OEB then convened a stakeholder working group - Planning Process Working Group (PPWG) - to prepare a Report to the Board (PPWG Report) that set out the details of an appropriate regional planning process. The PPWG Report identified that changes to the OEB’s regulatory instruments and changes to the Ontario Power Authority (OPA) licence were necessary to support the regional planning process. The OEB endorsed the process set out in the PPWG Report.

In 2013, the OEB issued final amendments to certain Codes which set out the obligations related to licensed distributors and licensed transmitters. The OEB also amended the OPA's licence to reflect its obligations in the regional planning process. Note: Following the merger of the OPA and the Independent Electricity System Operator (IESO), the IESO’s licence was amended to integrate the sections of the OPA licence setting out its regional planning obligations.

The OEB subsequently created a Regional Planning Process Advisory Group (RPPAG) to continue the work of the PPWG with a focus on considering the need for revisions to the regional planning process established by the PPWG, as required, based on lessons learned.

The OEB expects licensed distributors and licensed transmitters to follow the regional planning process set out in the PPWG Report, including any changes that the RPPAG may make. It is therefore important for licensed distributors and licensed transmitters to frequently check this webpage for updates.


Stakeholder Advisory Groups - Regional Planning Process

To learn more about the OEB endorsed Regional Infrastructure Planning process:


Presentation delivered to industry and other interest groups/parties, relating to the Regional Infrastructure Planning process (Fall 2013)

  1. Process Planning Working Group Presentation
  2. Regional Infrastructure Planning - Code Amendments
  3. Distribution System Planning Chapter 5: Consolidated Distribution System Plan Filing Requirements


Frequently Asked Questions

Board staff responses to questions asked by the industry regarding the Regional Infrastructure Planning process.



Regional Planning Status Updates



Annual Reports filed by transmitters identifying the status of Regional Planning:



To access the industry guideline documents / templates on regional infrastructure planning or to review the status of a regional plan you may visit the following websites:

Note:  Prior to the implementation of the more structured Regional Infrastructure Planning process, a number of regional planning processes were already underway.  In these instances, the supporting documentation required may differ.  The IESO and one of the Lead Transmitter’s (Hydro One Networks Inc.) have developed documents to align with the process, to the extent possible, during this transition.



The IESO was asked by the Ontario Minister of Energy to provide recommendations primarily related to stakeholder engagement in the integrated regional energy planning process; specifically, looking at improving the way large energy projects are sited in the province.

To learn more about the Ontario’s Long-Term Energy Plan please visit:



Regulatory Requirements / Licence Amendments

The Board conducted a consultation to develop a policy framework on Regional Infrastructure Planning for Electricity (EB-2011-0043) to be implemented through appropriate amendments to the Transmission System Code ("TSC") and the Distribution System Code ("DSC").

The Board issued a Notice of Amendments to the Distribution System Code and the Transmission System Code to implement the Board’s policies related to Regional Planning.  



Code amendments setting out the obligations of licensed distributors related to the Regional Planning process. 

pdf iconDistribution System Code Amendments

    • Section 8 - Regional Planning
      • Section 8.1 - Definitions
      • Section 8.2 - Participation in Regional Planning
      • Section 8.3 - Provision of and Requests for Information
      • Section 8.4 - Monitoring and Reporting
      • Section 8.5 - Transitions
      • Section 8.6 - Continuing Obligations Re Distribution System



Code amendments setting out the obligations of licensed transmitters related to the Regional Planning process.

pdf_icon Transmission System Code Amendments

    • Section 3C - Regional Planning
      • 3.C.1 Definitions and Lead Responsibility Where More than One Transmitter in a Region
      • 3C.2 Obligation to Lead Regional Infrastructure Planning Process
      • 3C.3 Monitoring and Reporting
      • 3C.4 Transition

    Code amendments related to Reliability and Integrity of Transmission System:

    • Section 3B - Reliability and Integrity of Transmission System
      • Section 3B.1

    Code amendments related to Customer Connections:

    • Section 6.1 - General Requirements
      • Section 6.1.4
      • Section 6.1.4(i)

    Code amendments related to the redefinition of certain transmission assets to facilitate the implementation of regional plans:

    • Section 2.0 - Definition
      • Section 2.0.13 
      • Section 2.0.45A
    • Section 3.0 - Application and Interpretation
      • Section 3.0.14
      • Section 3.0.15

    Code amendments related to certain Cost Responsibility changes to facilitate the implementation of regional plans:

    • Section 6.3 - Cost Responsibility for New and Modified Connections

      Changes related to extension of capital contribution refund period:
      • Section 6.3.17
      • Section 6.3.17A
      • Section 6.2.3
      • Section 6.7.8
      • Section 6.9.1

    Changes related to the removal of section 6.3.6 ("otherwise planned" provision):

    Note: The Board also issued a supplementary proposed code amendment related to the removal of section 6.3.6 involving the proposed addition of new sections 6.3.8A, 6.3.8B and 6.3.8C. This webpage will be updated when the Board decides on that proposed amendment.

    pdf_icon Transmission System Code Supplementary Proposed Amendments



Chapter 5 consolidates a distributor’s information on system planning, focussing on the asset management and capital expenditure planning processes used to identify, select, prioritize and schedule all types of investment; and on the resulting integrated 5 year plan, detailing the investments for which costs are proposed for recovery.

pdf_icon Filing Requirements for Electricity Distribution Rate Applications - Chapter 5 (starting on pg. 103)

    • 5.1 General & Administrative Matters
    • 5.1.1 Investment Categories
    • 5.1.2 Investments related to renewable energy generation
    • 5.1.3 Time of filing
    • 5.1.4 Planning in consultation with third parties
    • 5.1.5 Performance reporting

The Board has provided a summary chart to inform distributors of the document(s) to be included in the application submitted to the Board:


LICENCE AMENDMENTS - Ontario Power Authority (OPA)

Note: on January 1, 2015, the OPA merged with the Independent Electricity System Operator (IESO). On March 19, 2015, the IESO’s licence was amended to integrate the relevant sections of the OPA licence.


Regional Planning and Cost Allocation Review (EB-2016-0003)

Read more about the OEB's Regional Planning and Cost Allocation Review policy consultation.








Development of Regional Planning Process

Read more about the development of the regional planning process on the Regional Planning for Electricity Infrastructure (EB-2011-0043) consultation webpage.








Contact Information

If you have a complaint, concern or question about the regulatory requirements as they relate to the regional infrastructure planning process, you may contact the Board at:


If you are not a market participant and have general questions or complaint about the regional infrastructure planning process, the OEB provides an online submission form.


Other agencies / parties also play a role in relation to regional infrastructure planning. Depending on the nature of your concern or question, one of the following agencies may be able to assist you, particularly if it relates to the regional infrastructure planning process steps:
















Page last updated 2016-11-03

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