ERP Reference Desk

Why it matters

Storage schedules can differ across day-ahead and real-time horizons, creating balancing credits or charges.

Confirmed design

Two-settlement treatment is addressed in the current storage and hybrid settlements design.
Sources: Storage and Co-located Hybrid Integration Project - Settlements

Implementation status and limitations

Current Phase 1 design context.

Exact calculations must be taken from the controlling memo and implemented market documentation.
Sources: Storage and Co-located Hybrid Integration Project - Settlements

Open questions

Which downstream charge-code specifications will operationalize the design?

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 depthGenerated handoff

# ERP Phase 1 evidence handoff

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

## Selected evidence
- [2026-05-11-design-memo-storage-and-co-located-hybrid-integration-projec-7cbdfc6d] Storage and Co-located Hybrid Integration Project - Settlements — IESO; 2026-05-11; authority: controlling; review: reviewed; https://www.ieso.ca/-/media/Files/IESO/Document-Library/engage/erp/SHIP1-20260522-Design_Memo-Settlements.pdf

Selected concept dossiers:
- [two-settlement] Two-Settlement Framework: A settlement structure that distinguishes day-ahead commitments from real-time outcomes.

## 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- Use superseded and historical sources only for lineage.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
- No review-status gaps are identified in the selected evidence.

## 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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