Launch of. Electronic Document Submission System

Transcription

1 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 1 of 19 Launch of Electronic Document Submission System for Standard Offer Program Licence Application as An Online Form to be Completed by the Applicant through e-filing Services

2 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 2 of 19 Welcome to s e-service web site! After using your personal username and password to log into the web site, click on the SOP Application link on the left-side menu to start a new Standard Offer Program Application for Electricity Generators. The first page with Instructions will appear. Read the Instructions page carefully before proceeding to the second tab page.

3 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 3 of 19 The second page of the Application contains your Company s business information and address as well as Primary Contact s information. If you are applying for only one company, the Applicant s Business Information fields will be pre-populated with your linked Company s information. If you are associated to more then one Company dealing with the OEB, all fields Applicant s Business Information fields will be blank. This is vital contact information for the Application and therefore contains a lot of required fields, marked with *. You will not be able to save the form until all the required fields are populated. Some fields offer a drop-down list of multiple choices. The sample picture below demonstrates a pop-up message with the selection of available companies if you are associated with more then one. The Pop-up window is activated by a small button to the right from Company Name field.

4 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 4 of 19 The sample picture below shows a Calendar pop-up window for picking a date. Please be sure to select from drop-down lists where available as this would ensure proper data format and error-free data entry. If Company address information was pre-populated and some of the data is incorrect, please update the information. The updates will be stored with the Application to provide the OEB with latest contact information of the Applicant.

5 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 5 of 19 Primary Contact information will be pre-populated with your user account information. Please verify that all fields contain correct information. Please make any necessary updates if your contact information has changed. After completing the Applicant Info page, save your Application record before proceeding to the next page. Hit the SAVE button on the bottom of the page. At this point if you have any required fields that were not populated, you will get an error message asking you to fill in the missing data. When the record is saved successfully, the form will re-load and will take you back to Instructions page. This is normal behaviour. Simply proceed to third tab page Applicant Info (Cont.)

6 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 6 of 19 Once an Application is saved, it will remain available for modifications until finally submitted. On the left side of the screen the menu item SOP:View Work-In-Progress Application will show an Application that was not completed. Make sure to open this menu item first if you know you have an SOP Application in progress. Clicking SOP Application menu item will start a completely new Application every time the menu button is clicked. This may result in having duplicate Applications.

7 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 7 of 19 The third tab page starts with Primary Contact for the Licence and may be different from the Primary Contact for Application. If information is the same as Primary Contact for Application, select a checkbox on the top left of the form and hit SAVE at the bottom of the form. The form will reload and all information will be copied from Application Contact to Licence Contact.

8 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 8 of 19 Further down the Applicant Info (Cont.) page you would find a place to enter Key Individuals for your Organization (Officer, Director, Partner, Proprietor, etc.). At least one name and position is required to submit your Application. To enter a new record, click + in left top corner of the Key Individual table. Also notice that Last Name, First Name and Position Held are required fields. Once a Key Individual is added, they can be deleted if a mistake was made. To delete a line, click X button in the right-most column of the line. The color of that record will turn red and the line itself will disappear next time you save your Application by hitting SAVE at the bottom of the page.

9 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 9 of 19 The SOP Application continues with any Licensing History of your Organization. Please select Yes/No in the drop-down asking if your Organization was ever licenced by the OEB. If you leave this drop-down blank, you will not be able to submit your Application. If you select Yes, please provide details in the fields below. Select + to add a new Licensing History line and provide the Licenced Company Name, Company Address and Licence Number.

10 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 10 of 19 The next section is designed to accept Generation Facilities information for your Generator Licence Application. Click + to add a new line. Select a Renewable Resource Type from a pop-up window. If you select Other, please specify your unique Energy Type. Note that the fields in Generation Facilities tables are required. At least one Generation Facility record is required to submit your Application. At the bottom of the third page there is a section for indicating your Distribution Company. Click on the button to the right from the text box to see a pop-up with Registered Distribution Companies. Find a Distribution Company your Organization is dealing with. It is required to select a Distribution Company to submit your Application.

11 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 11 of 19 Please save your Application before moving to next page by clicking SAVE at the bottom of the page.

12 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 12 of 19 Tab page four deals with Current Status of Assessments and Contracts. Please select one of five values indicating the current status of Applicant s connection impact assessment. If you selected (a), please provide an explanation in the textbox on the right side. If selected (d) or (e), please provide details of work done and a summary of communication between the Applicant and the Distributor in the textbox on the right. As well, please provide a date when the Applicant will request a connection impact assessment as per sample picture below. Confirm your SOP contract arrangements with the Ontario Power Authority by picking one of three values from the drop-down in the Standard Offer Program Contract section. If you select (c) Process has not been initiated, please provide details of any work done in the textbox to the right. It is required to have a selection for both drop-down fields on this page as well as related details to submit the Application. Don t forget to save the Application before moving to the next page!

13 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 13 of 19 The last page contains Legal Declarations. Please select Yes/No as to whether the Applicant ever had a licence refused/cancelled/suspended. If Yes, please provide details. This field is required for submitting the Application.

14 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 14 of 19 When the Application is completed and is ready to be submitted, select Yes in Submit Application? in the pop-up window and click the SAVE button in the bottom of the page.

15 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 15 of 19 When the Application is submitted, all the required fields are being checked and validated (every required field is mentioned on an earlier page of this guide). On the sample picture below, the system returned an error indicating that Ontario Corporation Number/Business Registration Number was not entered. If the Business type is Corporation or Partnership, Business Registration Number is required. As you move along to complete all remaining required fields, select Yes in the Submit Application? field and click SAVE again until the Application field validation is successful.

16 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 16 of 19 When you get a message that advises to PRINT your Application, this means that Application successfully passed validation. This is the time for you to print two copies of your application, sign them and send both copies along with the cheque payable to the to cover the application fee to the Board s Secretary Office. Click the PRINT button at the bottom of the page to see your application in printer-friendly format.

17 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 17 of 19 After clicking PRINT button, a new window will open with a printable version of your Application. On the top left corner there is a Printer button. Clicking this button will trigger Select a printer dialog. Next to it is the Export button. This will allow you to export your Application in MS Word or Adobe Acrobat format to store it in a file format on your computer.

18 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 18 of 19 You can browse your Application before printing it by clicking Next Page/Previous Page buttons.

19 Project Name : EDSS Online License Application for Standard Offer Program Version : v1.0 Page: 19 of 19 When the Application is printed, it s ready to be submitted. Select Yes in Submit Application? field and click the SAVE button in the bottom of the page. It may take up to a minute for the process to finish so be patient. You will notice a blue progress bar in your Internet Explorer indicating that the application is still processing. You will get the message saying that the Application has been successfully submitted to the OEB. At this point an automated message will be generated and will be sent to Primary Contact for Application to confirm that the Application was received by the OEB. You will shortly be receiving an indicating the application was received. This will also provide you with a reference number for the Application which you can use to communicate with the OEB regarding your Application.