ERP Reference DeskPhase 1 working reference

Guided learning

Study Paths

Five curated routes help you move from orientation to detailed design without losing the authority and historical context of each source.

  1. Path 1 · 4 concepts

    ERP Orientation

    Understand the program, its evidence hierarchy, and how engagement becomes implementation.

    1. Enabling Resources Program

      Start with the program's purpose and structure.

    2. Evidence and Authority

      Learn how to distinguish current design from context and stakeholder positions.

    3. Engagement and Implementation

      Understand where each artifact sits in the design-to-implementation sequence.

    4. Wholesale Participation

      Connect the program to wholesale-market participation.

    0 of 4 steps complete

  2. Path 2 · 9 concepts

    Storage/Hybrid Phase 1

    Move from resource models through registration, optimization, dispatch, settlement, and mitigation.

    1. Storage Participation Model

      Establish the overall participation model.

    2. Single Market Schedule Resource

      Learn the single-schedule representation.

    3. Distributed Market Schedule Resource

      Contrast the distributed-schedule representation.

    4. Connection and Registration

      Understand the registered structure.

    5. State of Charge

      Learn the central physical operating constraint.

    6. Optimization

      See how capability becomes schedules.

    7. Dispatch Data and Other Inputs

      Connect market decisions to operational inputs.

    8. Co-located Hybrid Resources

      Apply the modules to shared facilities.

    9. Market Power Mitigation

      Close with the mitigation framework.

    0 of 9 steps complete

  3. Path 3 · 7 concepts

    Settlements Deep Dive

    Build from the settlement framework into its main Phase 1 mechanisms and cross-module dependencies.

    1. Settlements

      Start from the current controlling settlement design.

    2. Two-Settlement Framework

      Understand day-ahead and real-time reconciliation.

    3. Day-Ahead Market Balancing Credit

      Study the balancing-credit mechanism.

    4. Make-Whole Payments

      Review eligible settlement adjustments.

    5. Economic Operating Points

      Connect economic schedules to calculations.

    6. Optimization

      Trace upstream schedule formation.

    7. Dispatch Data and Other Inputs

      Trace operational inputs into settlement outcomes.

    0 of 7 steps complete

  4. Path 4 · 7 concepts

    DER Aggregation and Operational Coordination

    Follow DER participation from aggregation through distributor and IESO coordination.

    1. Distributed Energy Resources Integration

      Orient to the DER workstream.

    2. DER Aggregation

      Understand the participation unit.

    3. Wholesale Participation

      Connect aggregation to the wholesale market.

    4. Local Distribution Company Coordination

      Identify distributor coordination needs.

    5. Data Sharing

      Review the information needed across parties.

    6. Bidirectional Operational Visibility

      Understand two-way operational awareness.

    7. Transmission-Distribution Coordination

      Bring roles, constraints, and instructions together.

    0 of 7 steps complete

  5. Path 5 · 7 concepts

    Stakeholder Positions and Design Evolution

    Read the current design beside predecessor work, submissions, IESO responses, and superseded versions without confusing their authority.

    1. Evidence and Authority

      Apply the authority hierarchy first.

    2. Engagement and Implementation

      Place feedback and responses in process context.

    3. Storage Participation Model

      Trace storage design lineage.

    4. Connection and Registration

      Compare current and superseded module versions.

    5. Settlements

      Compare current and earlier settlement design.

    6. Distributed Energy Resources Integration

      Connect current DER work to predecessor engagement.

    7. Local Distribution Company Coordination

      Review distributor perspectives as stakeholder evidence.

    0 of 7 steps complete