ERP Reference Desk

Why it matters

Optimization connects bids and offers to state of charge, dispatch outcomes, and settlement results.

Confirmed design

The May 2026 optimization memo is the current module authority in this corpus.
Sources: Storage and Co-located Hybrid Integration - Optimization

Implementation status and limitations

Current Phase 1 design; use the redline for change tracing.

The redline is supporting comparison material rather than a separate controlling design.
Sources: Optimization Design Memo - Redline from October 2025

Open questions

Which implementation details will be reflected in market rules and tools?

Decision and version timeline

2026-05-06 — Current optimization memo

Build a handoff from this dossier

Build a source-bounded prompt locally. Nothing is sent until you choose what to do with it.

Question or outcomeAnalysis depth

Selected evidenceStorage and Co-located Hybrid Integration - OptimizationOptimization Design Memo - Redline from October 2025

Generated handoff

# ERP Phase 1 evidence handoff

## Outcome
Explain the selected ERP material and identify the implications for Phase 1 work.

## Selected evidence
- [2026-05-06-design-memo-storage-and-co-located-hybrid-integration-optimi-41a5324f] Storage and Co-located Hybrid Integration - Optimization — IESO; 2026-05-06; authority: controlling; review: reviewed; https://www.ieso.ca/-/media/Files/IESO/Document-Library/engage/erp/SHIP1-20260420-Optimization.pdf
- [2026-05-06-design-memo-optimization-design-memo-redline-from-october-20-3b45bc8a] Optimization Design Memo - Redline from October 2025 — IESO; 2026-05-06; authority: primary-supporting; review: unreviewed; https://www.ieso.ca/-/media/Files/IESO/Document-Library/engage/erp/SHIP1-20260420-Optimization_Redlined.pdf

Selected concept dossiers:
- [optimization] Optimization: The market-engine treatment used to evaluate feasible storage and hybrid schedules.

## Authority rules
- Treat current IESO-authored design memos as controlling program design unless a later Market Rule, Market Manual, or IESO publication supersedes them.
- Do not claim implementation unless a Market Rule, Market Manual, or other official implementation source proves it.
- Keep stakeholder submissions attributed to their authors; attribute stakeholder positions and do not present them as IESO decisions.
- Use superseded and historical sources only for lineage. Label what changed.
- Treat recordings as catalog-only unless a reviewed transcript is explicitly supplied.
- If two sources conflict, prefer the later higher-authority source and describe the conflict.

## Citations
Cite every substantive claim with document title, publication date, page when available, document ID, and canonical URL. Never invent a page number.

## Known gaps
- 2026-05-06-design-memo-optimization-design-memo-redline-from-october-20-3b45bc8a: unreviewed; primary-supporting. Verify before relying on content-specific claims.

## Requested depth
Give a practical, structured analysis suitable for daily program work. Distinguish confirmed design, history, stakeholder feedback, and open questions.

## Answer format
1. Direct answer
2. Confirmed ERP design
3. Historical or stakeholder context
4. Phase 1 implications
5. Open questions and evidence gaps
6. Source list

Work only from the selected evidence. If the evidence is insufficient, say exactly what is missing.

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