Stakeholder input is vital to the success of ISO's development and implementation of new market designs, policies and infrastructure planning. The policy initiative process allows for a wide variety of stakeholders to engage and give valuable feedback through proposals, meetings, and comments, helping to shape the future of the ISO's energy markets and operations.
To view the 2024 process timeline and policy initiative catalog, visit the Annual policy initiatives roadmap webpage.
For an overarching view of where each initiative is in the development process, view the Policy Initiatives Timeline (updated weekly).
Learn how to use the commenting tool:
*Date is tentative
Title | Status | Proposal Development | Decision | Implementation |
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Adjustment to intertie constraint penalty prices Nov 12, 2021 | Completed | Jan 21, 2022 Draft final proposal posted | Feb 09, 2022 Joint ISO Board of Governors and WEIM Governing Body approval |
Jun 01, 2022 Activation
Implementation milestones
|
Aliso Canyon gas-electric coordination phase 1 Mar 23, 2016 | Completed | May 05, 2016 Revised draft final proposal posted |
Aug. 26, 2016 FERC approval May 09, 2016 Tariff amendment filing (ER16-1649) May 04, 2016 Board of Governors approval |
Jul 06, 2016 Activation
Jun 02, 2016 Activation |
Aliso Canyon gas-electric coordination phase 2 Mar 23, 2016 | Completed | Sep 23, 2016 Draft final proposal posted |
Nov 28, 2016 and Mar 24, 2017 FERC approval Oct 14, 2016 Tariff amendment filing (ER17-110) Oct 3, 2016 Board of Governors approval |
Nov 30, 2016 Effective
|
Aliso Canyon gas-electric coordination phase 3 Mar 23, 2016 | Completed | Jun 22, 2017 Draft final proposal posted |
Dec 15, 2017 FERC approval (ER18-375) Nov 28, 2017 FERC approval (ER17-2568) Dec 1, 2017 Tariff amendment filing (ER18-375) Sep 29, 2017 Tariff amendment filing (ER17-2568) Jul 26, 2017 Board of Governors approval |
Dec 16, 2017 Effective
Nov 30, 2017 Effective |
Aliso Canyon gas-electric coordination phase 4 Mar 23, 2016 | Completed | Sep 17, 2018 Draft tariff language posted |
Feb. 8, 2019 FERC approval Sept. 28, 2018 Tariff amendment filing (ER18-2520) |
Dec 16, 2018 Effective
Nov 30, 2018 Effective |
Aliso Canyon gas-electric coordination phase 5 Mar 23, 2016 | Completed | Oct 07, 2019 Draft tariff language posted |
Dec 31, 2019 FERC approval (ER20-273) Oct 31, 2019 Tariff amendment filing (ER20-273) |
May 20, 2021 Deployment
May 20, 2021 Activation |
Ancillary service state of charge constraint Sep 19, 2022 | Completed |
Dec 14, 2022 BOG approval (Energy Storage Enhancements) Nov 18, 2022 FERC approval (ER22-2881) Sep 19, 2022 Tariff amendment (ER22-2881) |
Summer 2023
Implementation milestones
Jul 01, 2023 Activation, retroactive to TD 9/20/22 (Short-term fix) |
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Billing, payment and credit enhancements Sep 26, 2023 | Active |
Sep 26, 2023 Issue paper and draft final proposal Sep 05, 2024 Draft tariff language posted |
Phase 1 Nov 08, 2023 Joint ISO Board of Governors and WEM Governing Body approval |
|
Capacity procurement mechanism enhancements Jul 27, 2022 | Active |
Track 2 Sep 21, 2023 Board of Governors meeting Track 1 Jan 11, 2023 Final proposal posted |
Track 1 Mar 12, 2023 Board of Governors approval |
|
Capacity procurement mechanism soft offer cap Jun 17, 2019 | Completed |
Jan 06, 2020 Draft Final Proposal |
May 29, 2020 Letter Order Accepting Tariff Revisions to Capacity Procurement Mechanism - Soft Offer Cap (ER20-1075) Feb 25, 2020 Tariff Amendment Capacity Procurement Mechanism Soft Offer Cap (ER20-1075) |
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Central procurement entity implementation Nov 11, 2021 | Completed | Feb 16, 2022 Final proposal posted |
Jul 01, 2022 FERC approval (ER22-1604) Apr 08, 2022 Tariff amendment filing (ER22-1604) Mar 17, 2022 ISO Board of Governors approval |
Oct 12, 2022 Master File / CIRA activation
Implementation milestones
Jan 01, 2022 Effective date for 2023 Resource Adequacy year Outcome statement: This implementation results in tariff, software, and business process enhancements to allow all Local Regulatory Authorities (LRAs) to designate a Central Procurement Entity (CPE) to procure local resources on behalf of its Load Serving Entities (LSEs) and to allow LRAs to designate the same CPE to procure local resources on behalf of the LSEs under the jurisdiction of those multiple LRAs. The implementation scope includes: 1) Recognizing a Central Procurement Entity (CPE) 2) System and Local Obligation for CPE and LSEs with Load in Muliple Transmission Access Charge (TAC) Areas 3) Allocation of System and Flexible Attributes of Local Resource Adequacy (RA) Resources 4) Clarification of Capacity Procurement Mechanism (CPM) Process and Cost Allocations in regards to CPE changes |
Clarifications to reliability must-run designation process Aug 09, 2021 | Completed | Dec 17, 2021 Board of Governors (information report only) | ||
Commitment cost enhancements tariff clarifications Dec 10, 2019 | Completed |
Jan 28, 2020 Draft tariff language Jan 28, 2020 Draft final proposal |
Jun 30, 2020 FERC Order (ER20-1592) Mar 25, 2020 Board of Governors approval |
Oct 01, 2020 Deployment
|
Commitment costs and default energy bid enhancements Nov 22, 2016 | Completed |
May 13, 2020 Revised draft tariff language Aug 30, 2017 Draft final proposal |
Dec 28, 2020 Order accepting compliance filing (ER19-2727) Dec 28, 2020 Order accepting compliance filing (ER20-2360) Sep 21, 2020 FERC approval (ER20-2360) Jul 09, 2020 Tariff amendment filing (ER20-2360) Sep 05, 2019 Tariff amendment filing (ER19-2757) Aug 30, 2019 Tariff amendment filing (ER19-2727) Mar 22, 2018 Board of Governors approval Mar 08, 2018 EIM Governing Body briefing |
Jan 2021 Deployment
Jan 2021 Activation |
Congestion revenue rights auction efficiency Apr 18, 2017 | Completed |
Sep 27, 2018 Second revised draft tariff language (track 1B) Mar 28, 2018 Revised draft tariff language (track 1A) |
Track 1B Modification Nov 09, 2018 FERC approval Track 1B Sep 20, 2018 FERC approval Jun 21, 2018 Board of Governors approval Track 1A Sep 07, 2018 FERC approval Mar 22, 2018 Board of Governors approval |
Nov 01, 2018 Deployment (Track 1A)
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Congestion revenue rights enhancements Sep 26, 2024 | Active | Dec 12, 2024 Comments due | ||
Contingency modeling enhancements Mar 26, 2013 | Completed | Aug 22, 2017 Draft final proposal posted | Dec 14, 2017 Board of Governors approval | |
Contract management enhancements 2021 Aug 09, 2021 | Completed |
Mar 25, 2022 FERC approval (ER22-878) Jan 25, 2022 Tariff amendment filing (ER22-878) Dec 17, 2021 Board of Governors approval |
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Day-ahead market enhancements Jun 19, 2018 | Active |
Jul 11, 2023 Revised draft tariff language posted May 01, 2023 Revised final proposal posted |
Dec 20, 2023 FERC approval (ER23-2686) Aug 22, 2023 Tariff amendment (ER23-2686) May 17, 2023 Joint WEIM Governing Body and ISO Board of Governors approval |
Aug 07, 2024 Working group
Implementation milestones
Sep 04, 2024 Working group - comments due Aug 01, 2024 - Sept 30, 2024 BRS review Oct 01, 2025 Deployment May 01, 2026 Activation |
Day-ahead market enhancements archive phase 1 Mar 07, 2018 | Closed | May 02, 2019 Meeting | ||
Day-ahead market enhancements archive phase 2 Mar 07, 2018 | Closed | May 02, 2019 Meeting | ||
Day-ahead sufficiency Nov 15, 2023 | Active | |||
Dispatch operating target tariff clarification Apr 13, 2018 | Completed | Aug 22, 2018 Third revised draft tariff language posted |
Oct 29, 2018 FERC approval (ER18-2380) Sep 05, 2018Tariff amendment (ER18-2380) Jul 26, 2018 Board of Governors briefing |
Dec 2020 Deployment
Feb 2021 Activation |
Energy storage and distributed energy resources phase 1 Aug 27, 2015 | Completed |
Dec 23, 2015 Revised draft final proposal posted |
Aug 16, 2016 FERC approval (ER16-1735) Feb 03, 2016 Board of Governors approval |
Nov 01, 2016 Deployment
|
Energy storage and distributed energy resources phase 2 Aug 27, 2015 | Completed | Jun 12, 2017 Draft final proposal posted |
Oct 24, 2018 FERC approval (ER18-2242) Jul 26, 2017 Board of Governors approval |
Nov 01, 2018 Activation
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Energy storage and distributed energy resources phase 3 Aug 27, 2015 | Completed | Jul 26, 2018 Revised draft final proposal posted |
Jul 16, 2020 FERC approval phase 3B (ER20-2443) Nov 6, 2019 FERC approval phase 3A (ER19-2733) Sep 5, 2018 Board of Governors approval Aug 22, 2019 EIM Governing Body briefing |
Oct 01, 2020 Activation phase 3B
Nov 2019 Activation phase 3A |
Energy storage and distributed energy resources phase 4 Aug 27, 2015 | Completed |
Sep 22, 2020 Default energy bid proposal posted Aug 27, 2020 Final proposal posted |
Oct 29, 2021 FERC approval phase 4 (ER21-2779) Mar 19, 2021 Tariff amendment (ER21-1487) Dec 17, 2020 Board of Governors approval - default energy bid proposal Sep 30, 2020 Board of Governors approval - final proposal |
Oct 01, 2021 Deployment
Oct 2021 Activation |
Energy storage enhancements Feb 01, 2021 | Completed |
Oct 02, 2023 Workshop paper posted Mar 15, 2023 Revised draft tariff language posted Oct 27, 2022 Final proposal posted |
Nov 03, 2023 - Informational filing of effective date track 1 and track 2 (ER23-2537 and ER23-1533) Sep 29, 2023 FERC approval (ER23-2537) Aug 01, 2023 Tariff amendment track 2 (ER23-2537) Jul 17, 2023 Information filing effective date (ER23-1533) Jun 01, 2023 FERC approval (ER23-1533) Mar 31, 2023 Tariff amendment (ER23-1533) Dec 14, 2022 ISO Board of Governors and WEIM Governing Body approval |
Summer 2023 Track 1
Implementation milestones
Jul 01, 2023 Activation Fall 2023 Track 2 Nov 01, 2023 Activation |
Excess behind the meter production Jul 10, 2018 | Completed |
Dec 02, 2019 Revised draft tariff language Dec 19, 2018 Draft final proposal |
Dec 23, 2020 FERC approval (ER21-190) Oct 23, 2020 Tariff amendment filing (ER21-190) May 15, 2019 Board of Governors approval |
Oct 01, 2020 Deployment
Jan 2021 Activation |
Extended day-ahead market Oct 03, 2019 | Active |
Mid - April 2024 EDAM access charge FERC filing Jul 25, 2023 Revised draft tariff language posted Dec 07, 2022 Final proposal posted |
Jun 11, 2024 EDAM Access Charge FERC approval (ER24-1746) Dec 20, 2023 FERC approval (ER23-2686) Aug 22, 2023 Tariff amendment (ER23-2686) Feb 01, 2023 ISO Board of Governors and WEIM Governing Body joint approval |
Aug 01, 2024 - Sept 30, 2024 BRS review
Implementation milestones
Oct 01, 2025 deployment May 01, 2026 onboarding and activation |
Extended day-ahead market ISO balancing authority area participation rules Mar 20, 2023 | Active |
Oct 11, 2023 Revised draft tariff language posted Aug 15, 2023 Track A1 final proposal posted |
Track A1 Nov 13, 2023 Tariff amendment (ER24-379) Sep 21, 2023 ISO Board of Governors approval |
Nov 07, 2024 Tariff language
Implementation milestones
Spring 2026 |
Extended day-ahead market: working group 1 - supply commitment and resource sufficiency evaluation Dec 10, 2021 | Inactive | Policy documents are located on the Extended Day-Ahead Market initiative webpage | ||
Extended day-ahead market: working group 2 - transmission commitment and congestion rent allocation Dec 13, 2021 | Inactive | Policy documents are located on the Extended Day-Ahead Market initiative webpage | ||
Extended day-ahead market: working group 3 - greenhouse gas accounting and costs Dec 13, 2021 | Inactive | Policy documents are located on the Extended Day-Ahead Market initiative webpage | ||
FERC Order 831 - Import bidding and market parameters May 16, 2019 | Completed |
Jan 28, 2021 Second revised draft tariff language posted Sep 10, 2020 Revised final proposal posted |
Jun 17, 2021 Informational filing (ER21-1192) Apr 27, 2021 FERC approval (ER21-1192) Feb 22, 2021 Tariff amendment (ER21-1192) Feb 22, 2021 FERC approval (ER21-1164) Feb 18, 2021 Notice of withdrawal (ER19-2757) Feb 17, 2021 Tariff amendment (ER21-1164) Dec 11, 2020 FERC approval (ER19-2757) Oct 01, 2020 Board of Governors approval Sep 21, 2020 FERC approval (ER19-2757) Sep 05, 2019 Tariff amendment (ER19-2757) |
Jun 2021 Deployment
Jun 2021 Activation |
FERC Order No. 881 - managing transmission line ratings phase 1 May 06, 2022 | Active |
Jun 23, 2022 Revised draft tariff language posted |
Apr 20, 2023 FERC approval (ER22-2362) Jul 12, 2022 Compliance filing (ER22-2362) |
Dec 16, 2024 Stakeholder call
Implementation milestones
Dec 12, 2024 Comments due Dec 05, 2024 Revised draft tariff language posted |
FERC Order No. 881 - managing transmission line ratings phase 2 May 06, 2022 | Active | Jun 16, 2023 Compliance Filing (ER22-2362) |
Nov 21, 2024 Comment deadline
Implementation milestones
Apr 01, 2024 - track 1 Q4 2024 - track 2 |
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Flexible ramping product refinements Nov 21, 2019 | Completed |
Aug 03, 2022 Draft tariff language posted Aug 31, 2020 Final proposal posted |
Oct 18, 2022 FERC approval (ER22-2661) Aug 15, 2022 Tariff amendment filing (ER22-2661) Jul 20, 2022 - Joint EIM Governing Body and Board of Governors approval Sep 30 - Oct 01, 2020 Board of Governors approval Sep 16, 2020 EIM Governing Body approval |
Deliverability:
Feb 01, 2023 Activation Buffer and minimum: Nov 2020 Deployment Nov 2020 Activation |
Frequency response phase 1 Dec 22, 2016 | Completed |
Mar 17, 2016 Draft tariff language Feb 11, 2016 Draft final proposal |
Feb 02, 2017 FERC approval Apr 21, 2016 Tariff amendment filing (ER16-1483) Mar 25, 2016 Board of Governors approval |
Sep 30, 2016 Deployment
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Frequency response phase 2 Dec 22, 2016 | Inactive | Will resume in 2020 | ||
Gas resource management working group Jul 14, 2023 | Active |
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Generation deliverability assessment May 02, 2019 | Completed |
Dec 10, 2019 Revised draft tariff language Oct 30, 2019 Revised draft final proposal |
Sep 11, 2020 FERC approval (ER20-732) Jun 03, 2020 Compliance filing (ER20-732) May 19, 2020 FERC approval (ER20-732) Feb 28, 2020 Deficiency letter (ER20-732) Jan 02, 2020 Tariff amendment (ER20-732) Nov 13, 2019 Board of Governors approval |
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Generation deliverability methodology review Dec 12, 2022 | Active |
Jan 16, 2024 Initiative complete; moving to implementation
Implementation milestones
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Greenhouse gas coordination working group Jul 14, 2023 | Active |
Dec 20, 2024 Meeting Jan 10, 2024 Comments due |
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Hybrid resources phase 1 Jul 22, 2019 | Completed |
May 07, 2020 Second revised straw proposal posted Jul 10, 2020 Revised draft tariff language posted |
Nov 19, 2020 FERC approval (ER20-2890) Jul 22, 2020 Board of Governors approval Jun 30, 2020 EIM Governing Body briefing |
Dec 2020 Activation and Deployment
Implementation milestones
Oct 2022 Implementation - Phase 1 |
Hybrid resources phase 2 Jul 22, 2019 | Active |
Jan 04, 2024 Revision - Add 4 Market Simulation Business Requirements Sep 09, 2021 Third revised draft tariff language (phase 2b) posted Dec 28, 2020 Revised draft tariff language (phase 2a) posted |
Nov 30, 2021 FERC approval (phase 2b) (ER21-2853) Jul 15, 2021 Board of Governors approval (aggregate capability constraint) Mar 09, 2021 FERC approval (phase 2a) (ER21-843) Nov 18, 2020 Board of Governors approval Nov 04, 2020 EIM Governing Body briefing |
Phase 2c – RIMS: Oct 1, 2023 Activation
Implementation milestones
Phase 2c TieGen: Jul 01, 2023 Activation Phase 2c RIMS: Q1 2025* Independent release (This is the only remaining function to go live with is RIMS) Phase 2b Feb 01, 2023 Implementation Phase 2a Oct 01, 2021 Deployment Oct 2021 Activation |
Imbalance Reserves Mosaic Parameter Requirements Oct 23, 2024 | Active | |||
Inter-SC trades in regional markets Aug 02, 2024 | Active |
Sep 20, 2024 Draft tariff language posted Sep 26, 2024 Presentation to ISO Board of Governors and WEM Governing Body |
Nov 05, 2024 Answer to comments (ER25-94) Oct 15, 2024 Tariff amendment (ER25-94) Sep 26, 2024 Joint Board of Governors and Governing Body approval |
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Interconnection process enhancements Jan 24, 2018 | Completed |
Sep 19, 2018 Revised draft tariff language Dec 21, 2018 Second addendum to draft final proposal |
Oct 18, 2019 FERC approval (ER19-2679) Aug 23, 2019 Tariff amendment filing, 5 items (ER19-2679) Feb 19, 2019 FERC approval 15 items (ER18-2498) Feb 07, 2019 Board of Governors approval 4 items Nov 14, 2018 Board of Governors approval 4 items Sep 27, 2018 Tariff amendment (ER18-2498) Sep 05, 2018 Board of Governors approval 8 items Jul 26, 2018 Board of Governors approval 7 items |
Oct. 23, 2019 Tariff revisions effective (ER19-2679)
Nov 27, 2018 Tariff revisions effective (ER18-2498) |
Interconnection process enhancements 2021 phase 1 Sep 30, 2021 | Completed | Apr 21, 2022 Final proposal posted |
Aug 31, 2022 FERC approval (ER22-2018) Jun 02, 2022 Tariff amendment filing (ER22-2018) May 12, 2022 Board of Governors approval |
Deliverability: Sep 01, 2022
Implementation milestones
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Interconnection process enhancements 2021 phase 2 Sep 30, 2021 | Active |
Dec 20, 2022 Draft tariff revisions posted Sep 20, 2022 Final proposal posted |
Mar 27, 2023 FERC approval (ER23-941) Jan 26, 2023 Tariff amendment (ER23-941) Oct 25-26, 2022 Board of Governors approval |
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Interconnection process enhancements 2023 phase 1 Feb 27, 2023 | Active |
Track 2 Oct 17, 2024 FERC filing Track 3 Dec 30, 2024* Draft final proposal posting Jan 6 2025* Meeting Jan 20, 2025* Comments due Feb 21, 2025* Final proposal posting Feb 28, 2025* Comments due March 2025 Board of Governors meeting |
Track 2 Jun 12, 2024 Board of Governors approval Track 1 Aug 01, 2023 FERC approval (ER23-2058) Jun 02, 2023 Tariff amendment filing (ER23-2058) May 17, 2023 Board of Governors approval |
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Interconnection process enhancements 2023 phase 2 Feb 27, 2023 | Inactive | |||
Intertie deviation settlement Aug 22, 2018 | Completed |
Mar 18, 2019 Draft tariff language Feb 13, 2019 Draft final proposal |
Mar 31, 2021 Order accepting compliance filing (ER20-1890) Feb 3, 2021 Compliance filing (ER20-1890) Feb 1, 2021 Order granting waiver and dismissing compliance filing (ER20-1890) Dec 08, 2020 Order accepting compliance filing (ER20-1890) Sep 29, 2020 Compliance filing (ER20-1890) Sep 17, 2020 FERC approval (ER20-1890) Feb 07, 2019 Board of Governors approval Jan 24, 2019 EIM Governing Body briefing |
Feb 01, 2021 Deployment
Feb 08, 2021 Activation |
Local capacity technical study criteria update May 30, 2019 | Completed |
Nov 05, 2019 Draft tariff language Sep 03, 2019 Draft final proposal |
Jan 17, 2020 FERC approval (ER20-548) Dec 09, 2019 Tariff amendment filing (ER20-548) Nov 13, 2019 Board of Governors approval |
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Local market power mitigation enhancements 2018 Apr 30, 2019 | Completed |
May 24, 2019 Revised draft tariff language Feb 01, 2019 Draft final proposal |
Nov 20, 2019 Local Market Power Mitigation Enhancements Effective Date Notification (ER19-2347) Sep 30, 2019 FERC approval (ER19-2437) Jul 02, 2019 Tariff amendment filing (ER19-2347) Mar 27, 2019 Board of Governors approval Mar 12, 2019 EIM Governing Body approval |
Nov 13, 2019 Deployment
Nov 2019 Activation |
Market enhancements for summer 2021 readiness Dec 22, 2020 | Completed |
Apr 23, 2021 Second revised draft tariff language posted** Apr 15, 2021 Revised final proposal posted (includes all topics) Mar 10, 2021 Revised draft tariff language posted* *Topics include market incentives for imports; real-time scarcity pricing enhancements; reliability demand response dispatch and real-time price impacts; and independent study interconnection enhancements **Load, export and wheeling priorities topic only |
Aug 11, 2021 Informational filing (ER21-1790) Jun 25, 2021 FERC approval (ER21-1790) May 25, 2021 FERC approval (ER21-1536) Apr 28, 2021 Tariff Amendment (ER21-1790)** Apr 23, 2021 Tariff Amendment (ER21-1536)* Apr 21, 2021 Board of Governors approval** Apr 19, 2021 EIM Governing Body approval** Mar 26, 2021 Tariff Amendment (ER21-1536)* Mar 24-25, 2021 Board of Governors approval* Mar 10, 2021 EIM Governing Body approval* |
Load, export and wheeling priorities only:
Aug 2021 Deployment Aug 2021 Activation Jun 01, 2021 Deployment Jun 2021 Activation |
Market parameter changes enhancement Apr 19, 2022 | Completed |
Mar 14, 2023 Revised final proposal posted |
Oct 19, 2023 Tariff amendment filing approved (ER23-2020) May 31, 2023 Tariff amendment filing (ER23-2020) Mar 22, 2023 Board of Governors approval |
Independent release 2023
Implementation milestones
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Market settlement timeline Jun 13, 2019 | Completed |
Sep 23, 2019 Draft final proposal |
Nov 13, 2019 Board of Governors approval Oct 30, 2019 EIM Governing Body briefing Oct 02, 2020 FERC approval (ER20-2617) |
Dec 2020 Deployment
Jan 2021 Activation |
Maximum import capability enhancements phase 1 Mar 10, 2021 | Completed |
Oct 11, 2021 Final proposal posted |
Nov 03, 2021 Board of Governors approval |
Fall 2023*
Implementation milestones
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Maximum import capability enhancements phase 2 Mar 10, 2021 | Closed | |||
Maximum import capability stabilization and multi-year allocation Dec 03, 2019 | Completed |
Feb 09, 2021 Revised draft tariff language posted Jul 14, 2020 Draft final proposal posted |
Apr 23, 2021 FERC approval (ER21-1469) Mar 18, 2021 Tariff amendment filing (ER21-1469) Oct 01, 2020 Board of Governors approval |
Jun 01, 2021 Effective
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Minimum state of charge extension Jan 25, 2023 | Completed | Mar 06, 2023 Final proposal posted |
May 25, 2023 FERC approval (ER23-1485) Mar 28, 2023 Tariff amendment (ER23-1485) Mar 22, 2023 ISO Board of Governors and WEIM Governing Body approval |
FERC approved extension through Sep 30, 2023
Implementation milestones
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Penalty enhancements - demand response, investigation, and tolling Feb 20, 2024 | Active |
Nov 07, 2024 Answer to comments (ER25-54) Oct 08, 2024 Tariff amendment (ER25-54) Sep 26, 2024 Joint Board of Governors and Governing Body approval |
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Planning standards - remedial action scheme guidelines update Jun 15, 2021 | Completed | Dec 15, 2022 Draft final proposal posted | Feb 02, 2023 Board of Governors approval | |
Price formation enhancements phase 1 Apr 11, 2022 | Completed |
Jul 31, 2024 Order accepting tariff amendment (ER24-2168) Jul 08, 2024 Answer to comments (ER24-2168) May 31, 2024 Tariff amendment filing (ER24-2168) |
Jul 11, 2024 Training
Implementation milestones
Aug 01, 2024 Production |
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Price formation enhancements phase 2 Apr 11, 2022 | Active |
Dec 13, 2024 Comments due Dec 16, 2024 Meeting, BAA level MPM Dec 19, 2024 Meeting, Fast Start Pricing Jan 09, 2025* Meeting, Scarcity Pricing Jan 16, 2025* Meeting, Fast Start Pricing Jan 23, 2025* Meeting, Scarcity Pricing Jan 30, 2025* Meeting, Fast Start Pricing Feb 06, 2025* Meeting, Scarcity Pricing Feb 13, 2025* Meeting, Fast Start Pricing Feb 20, 2025* Meeting Feb 27, 2025* Meeting, Fast Start Pricing Mar 06, 2025* Meeting, BAA level MPM Mar 13, 2025* Meeting, Fast Start Pricing Mar 20, 2025* Meeting, BAA level MPM Mar 27, 2025* Meeting, Fast Start Pricing Apr 03, 2025* Meeting, Fast Start Pricing |
Nov 14, 2024 PRR 1591 updates to the hourly energy shaping factor
Implementation milestones
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Proxy demand resource - resource adequacy clarifications Mar 27, 2020 | Completed | Apr 28, 2020 Final proposal |
Nov 23, 3030 FERC approval (ER20-2922) Jul 22, 2020 Board of Governors approval |
Nov 2020
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Pseudo-ties of shared resources May 07, 2020 | Completed | Oct 30, 2020 Third revised draft tariff language posted |
Jan 29, 2021 FERC approval (ER21-447) Nov 18, 2020 Board of Governors approval Nov 04, 2020 EIM Governing Body briefing |
April 2021
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Real-time market neutrality settlement May 01, 2019 | Completed | Apr 25, 2019 Issue paper/straw proposal posted |
Sep 06, 2019 FERC approval Jul 30, 2019 Tariff amendment filing (ER19-2497) Jul 24, 2019 Board of Governors consent Jun 28, 2019 EIM Governing Body approval |
Nov 13, 2019 Deployment
Nov 2019 Activation |
Real-time settlement review Aug 13, 2020 | Completed | Oct 21, 2020 Draft final proposal posted |
Apr 30, 2021 FERC approval in part/rejection in part (ER21-955) Mar 25, 2021 Amendment to filing (ER21-955) Jan 27, 2021 Tariff amendment filing (ER21-955) Dec 17, 2020 Board of Governors approval Dec 02, 2020 EIM Governing Body approval (settlement rule changes) |
Phase 2:
Nov 01, 2021 Deployment Nov 2021 Activation Phase 1: May 01, 2021 Deployment May 2021 Activation |
Reliability demand response resource bidding enhancements phase 1 Oct 28, 2021 | Completed |
Jan 26, 2022 Draft final proposal posted - track 1 |
May 24, 2022 FERC approval (ER22-1431) Mar 23, 2022 Tariff amendment filing (ER22-1431) Mar 16, 2022 ISO Board of Governors and WEIM Governing Body joint approval - track 1 |
Jun 01, 2022 effective - track 1
Implementation milestones
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Reliability demand response resource bidding enhancements phase 2 Oct 28, 2021 | Completed | Apr 12, 2022 Final proposal posted - track 2 |
Oct 24, 2022 FERC approval (ER22-2700) Aug 22, 2022 Tariff amendment filing (ER22-2700) Jul 20, 2022 Board of Governors and WEIM Governing Body approval - track 2 |
Nov 3, 2022
Implementation milestones
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Reliability must-run and capacity procurement mechanism enhancements Jan 30, 2018 | Completed |
Apr 03, 2019 Third revised draft tariff language posted Jan 23, 2019 Draft final proposal posted |
Oct 28, 2019 Compliance filing (ER19-1641) Sep 27, 2019 FERC approval Apr 22, 2019 Tariff amendment filing (ER19-1641) Mar 27, 2019 Board of Governors approval |
Nov 13, 2019 Deployment
Jan 2020 Activation |
Resource adequacy enhancements phase 1 Oct 30, 2018 | Completed |
Mar 25, 2021 Revised draft tariff language posted Feb 17, 2021 Final proposal posted |
May 28, 2021 FERC approval (ER21-1551) Mar 29, 2021 Tariff amendment (ER21-1551) Mar 24, 2021 Board of Governors approval |
Jun 01, 2021 Deployment
Jun 2021 Activation |
Resource adequacy enhancements phase 2 Oct 30, 2018 | Inactive |
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Fall 2023
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Resource adequacy modeling and program design Aug 07, 2023 | Active |
Dec 05, 2024 Issue paper workshop comments due Dec 10, 2024 Modeling workshop comments due Dec 13, 2024 Straw proposal input workshop |
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Rules of conduct enhancements May 23, 2023 | Completed |
Track 1 Nov 16, 2023 Revised draft tariff language posted Aug 02, 2023 Draft final proposal posted |
Track 1 Sep 20, 2023 ISO Board of Governors and WEIM Governing Body joint approval Jan 12, 2024 FERC filed ( ER24-872) Apr 02, 2024 FERC approved effective date (ER24-872) Oct 08, 2024 FERC approved effective date (ER24-54) |
Track 1
Implementation milestones
Apr 01, 2024 Implementation Nov 05, 2024 PRR 1600 |
Short-long start unit definitions update Jan 19, 2022 | Completed |
Feb 17, 2022 Draft final proposal posted Jan 01, 2022 Revised draft tariff language posted |
May 23, 2022 FERC approval (ER22-1438) Mar 24, 2022 Tariff amendment (ER22-1438) Mar 16, 2022 ISO Board of Governors and WEIM Governing Body approval |
Jun 01, 2022 Activation
Implementation milestones
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Storage as a transmission asset Apr 06, 2018 | Inactive | Jan 14, 2019 Meeting | ||
Storage bid cost recovery and default energy bids enhancements Jun 27, 2024 | Active |
Oct 31, 2024 Final proposal posted Nov 18, 2024 Revised draft tariff language posted |
Nov 07, 2024 Joint Board of Governors and WEM Governing Body approval Nov 26, 2024 Tariff amendment to prevent unwarranted bid cost recovery payments to storage resources, and request for effective date on shortened notice (ER25-376) |
Dec 01, 2024* Effective Date
Implementation milestones
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Storage design and modeling Nov 25, 2024 | Active |
Track 1 Dec 11, 2024 Meeting Jan 08, 2025 Comments due |
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Subscriber participating transmission owner market scheduling options Nov 01, 2024 | Active |
Dec 04, 2024 Comments due Dec 23, 2024* Straw proposal posting Jan 07, 2025* Meeting Jan 21, 2025* Comments due Feb 04, 2025* Draft final proposal posting Feb 10, 2025* Meeting Feb 24, 2025* Comments due March 10, 2025* Final proposal posting March 27, 2025* Board of Governors meeting |
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Subscriber participating transmission owner model Jan 11, 2023 | Active |
Jun 22, 2023 Final proposal posted Aug 8, 2023 Revised draft tariff language posted |
Jul 20, 2023 Board of Governors approval | |
System market power mitigation Dec 16, 2019 | Inactive | |||
test Oct 05, 2023 | Inactive | |||
Transmission access charge structure enhancements Jun 30, 2017 | Inactive |
Sep 17, 2018 Draft final proposal posted |
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Transmission planning process enhancements Jul 14, 2022 | Active |
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Transmission planning process phase 3 - revise competitive solicitation project proposal fee May 18, 2023 | Active |
Jul 05, 2023 Final proposal and draft tariff language posted |
Jul 21, 2023 Tariff amendment filing (ER23-2464) Jul 20, 2023 Board of Governors approval |
Fall 2023*
Implementation milestones
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Transmission service and market scheduling priorities phase 1 May 20, 2021 | Completed |
Jan 11, 2022 Revised draft tariff language posted Dec 10, 2021 Draft final proposal posted |
Mar 15, 2022 FERC approval (ER22-906) Jan 27, 2022 Tariff amendment (ER22-906) Jan 20, 2022 Board of Governors approval - phase 1 |
Spring 2022
Implementation milestones
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Transmission service and market scheduling priorities phase 2 May 20, 2021 | Active |
Track 1 Oct 30, 2023 FERC approval (ER23-2510) Jul 28, 2023 Tariff amendment (ER23-2510) Feb 01, 2023 Board of Governors approval - phase 2 |
Monthly: Apr 17, 2024 Activation
Implementation milestones
Daily: Jun 01, 2024 Activation Transmission service and market scheduling priorities BRS review |
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Variable operations and maintenance cost review Dec 19, 2019 | Completed |
Jan 25, 2021 Revised draft tariff language posted Oct 22, 2020 Final proposal posted |
May 12, 2021 FERC approval (ER21-1266) Mar 03, 2021 Tariff amendment (ER21-1266) Nov 18, 2020 Board of Governors approval |
Oct 01, 2021 Deployment
Oct 2021 Activation |
Variable operations and maintenance cost review 2023 Jul 17, 2023 | Completed |
Aug 23, 2023 Final proposal posted Aug 23, 2023 Draft tariff language posted |
Nov 21, 2023 FERC approval (ER23-2956) Sep 28, 2023 Tariff amendment (ER23-2956) Sep 20, 2023 Board of Governors approval |
Dec 1, 2023 Activation
Implementation milestones
Outcome statement: The California ISO received FERC approval for the tariff amendments associated with the Variable Operations and Maintenance Cost Review 2023 initiative. To implement these tariff amendments, the ISO updated the default variable operations and maintenance adders effective Dec. 1, 2023. The variable operations and maintenance (VOM) adder and major maintenance adder (MMA) currently in place allow market participants to include their VOM and major maintenance costs in their bids. The CAISO includes these adders in the resource’s “proxy costs”, which mirror the three parts of market participants’ bids into the energy markets: default energy bids (DEBs), minimum load costs, and startup costs. The VOM adder is included in DEBs under the variable cost-based methodology and in minimum load costs under the Proxy Cost option. MMAs are included in minimum load costs and startup costs under the Proxy Cost option. This implementation changed the structure of how operations and maintenance (O&M) costs are estimated for use in the CAISO markets. This implementation is composed of three scope items: • Scope 1: Defining the O&M cost components, including how to differentiate between fixed and variable O&M costs. • Scope 2: Redefining the Operations and Maintenance (O&M) adder components. • Scope 3: Allow market participants to bid in all of their variable maintenance costs through a new default maintenance adder in lieu of the current MMA. |
Washington WEIM greenhouse gas enhancements Aug 09, 2022 | Completed |
Oct 21, 2022 Draft tariff language posted Sep 22, 2022 Draft final proposal posted |
Jun 02, 2023 FERC filing (ER23-2062) Apr 20, 2023 FERC approval of compliance filing (ER23-474) Mar 13, 2023 Compliance filing (ER23-474) Feb 10, 2023 FERC approval (ER23-474) Dec 19, 2022 Motion for leave to file answer and answer (ER23-474) Nov 21, 2022 Tariff amendment (ER23-474) Oct 25-26, 2022 Joint ISO Board of Governors and WEIM Governing Body approval |
Interim solution effective May 01, 2023
Implementation milestones
Full implementation: Nov 01, 2023 Outcome statement: This implementation includes scope to support the Washington reporting requirements, and reference level updates. This initiative comprises the first set of enhancements to support reporting WEIM transactions for emissions year 2022. The implementation scope includes: - Identification of resources within WA State boundary - Updatiing of WA State associated resources’ greenhouse gas (GHG) reference levels with dynamic pricing using vendor-provided indices - Calculation and publication of monthly projected GHG prices for Washington State - Development of reports to support WEIM Entity annual reporting to Washington State |
WEIM governance review phase 1 Dec 14, 2018 | Completed |
May 21, 2019 Draft final proposal posted Jun 18, 2019 Addendum to draft final proposal posted Jun 18, 2019 Revised draft final charter posted |
May 21, 2019 EIM Governing Body approval | |
WEIM governance review phase 2 Dec 14, 2018 | Completed |
Sep 28, 2021 - Proposed amendment to corporate bylaws: advisory committees posted Aug 09, 2021 - Part one final proposal posted |
Sep 23, 2021 Board of Governors approval (part two governance documents) Sep 08, 2021 EIM Governing Body approval (governance documents) Aug 20, 2021 Joint Board of Governors and EIM Governing Body approval (part two draft final proposal) May 06, 2021 Joint ISO Board of Governors and EIM Governing Body approval (part one draft final proposal) |
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WEIM governance review phase 3 Dec 14, 2018 | Completed | Dec 7, 2022 EDAM governance draft final proposal posted | Feb 01, 2023 Joint WEIM Governing Body and ISO Board of Governors approval | |
WEIM resource sufficiency evaluation enhancements May 25, 2021 | Completed |
Mar 21, 2023 Revised final draft tariff language posted Nov 07, 2022 Revised final proposal posted |
Mar 31, 2023 Tariff amendment filing (ER23-1534) Dec 14, 2022 Joint WEIM Governing Body and Board of Governors approval Sep 14, 2022 FERC Order accepting compliance filing (ER22-1278) Jun 07, 2022 Compliance filing (ER22-1278) May 27, 2022 FERC approval (ER22-1278) Mar 11, 2022 Tariff amendment filing (ER22-1278) Feb 09, 2022 ISO Board of Governors approval - phase 1 Feb 02, 2022 Market Surveillance Committee opinion adopted - phase 1 |
Jun 01, 2022 - Phase 1
Implementation milestones
Jul 01, 2023 - Phase 2 track 1 Jun 01, 2024 - Phase 2 track 2 Outcome statement: This implementation includes enhancements to the WEIM Resource Sufficiency Evaluation (RSE) to ensure the RSE is administered accurately and applied equitably. The Phase 1 implementation includes enhancements that improve the accuracy and transparency of the RSE. The Phase 1 enhancements implemented include: - Consideration of Supply Conditions in the Capacity Test - Flexible Ramping Test Modifications – PBC - Consider a Resource’s Transition through FOR in the Flexible Ramping Test. - RSE Modifications – Storage Resources Treatment - Balancing Test Modifications - DR Inclusion with RSE - Reliability of CAISO Interchange Schedules - Increased RSE Data on RSE Results and Additional Data Transparency and Reporting - Increased WEIM Entities Situational Awareness Regarding Test Performance - Net-Load Uncertainty Calculation Removal from Capacity Test - Intertie Uncertainty Calculation Removal from Capacity Test The Phase 2 implementation continues to enhance the accuracy of the WEIM resource sufficiency evaluation (RSE), addressing remaining items from the RSEE Phase 1 initiative as well as elements deferred from the Phase 1 policy development process. This scope is informed by analysis the CAISO performed on different aspects of the WEIM RSE that were not addressed under the RSEE Phase 1 policy development. This Phase 2 impelemtation includes: Track-1 1A: Count hourly RTLPT exports and RT economic (RTECON) exports in RSE Capacity Upward/Downward Test and Flexible Ramping Sufficiency Upward/Downward Test for CAISO BAA. 1B: Facilitate assistance energy transfer between WEIM BAAs into the WEIM BAAs that failed RSE upward test: 1C: Clarification of Post-HASP Block Hour Low-Priority Export Track-2 2A: Clarification of Post-HASP Block Hour Low-Priority Export 2B: Develop MF resource identification Capacity Test Failed-to-Start Rule Exemption flag to allow SCs of WEIM and CISO short start units that start with non-positive telemetry to identify specific resources that will be exempted from this functionality in RSE Capacity Test. (Implemented in Phase 1 – enhancements needed) |
WEIM sub-entity scheduling coordinator role Nov 03, 2020 | Inactive |
Jun 02, 2021 Revised draft tariff language and agreements posted Mar 18, 2021 Draft final proposal posted |
Mar 31, 2022 FERC approval (ER22-869) Jan 21, 2022 Tariff amendment filing (ER22-869) Sep 08, 2021 EIM Governing Body approval Sep 22-23, 2021 Board of Governors approval (consent agenda) |
To be determined
Implementation milestones
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West-wide governance pathways - step 1 Jun 05, 2024 | Active |
Nov 22, 2024 Tariff amendment (ER25-542) Aug 13, 2024 Board of Governors approval |
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Western EIM base schedule submission deadline phase 1 Sep 23, 2020 | Completed |
Nov 05, 2020 Draft final proposal posted Dec 11, 2020 Revised draft tariff language posted |
Sep 25, 2023 FERC approval (ER23-2505) Jul 28, 2023 Removal of submission deadline revisions (ER23-2505/ER21-955) Jul 19, 2023 Joint ISO Board of Governors and WEIM Governing Body approval Apr 30, 2021 FERC approval in part/rejection in part (ER21-955) Mar 25, 2021 Amendment to tariff changes (ER21-955) Jan 27, 2021 Tariff amendment filing (ER21-955) Dec 17, 2020 Board of Governors approval Dec 02, 2020 Western EIM Governing Body approval |
Phase 2:
Spring 2022 Deployment Spring 2022 Activation Phase 1: May 01, 2021 Deployment May 2021 Activation Outcome statement: The Phase 1 implementation includes the inclusion of startup energy below a resource's minimum load: - include startup energy in a WEIM base schedule o include startup energy in the resource sufficiency evaluation o reduction of imbalance energy settlement The Phase 2 scope will not be implemented: - Updates to the base schedule submission timeline o move markt closure for the final binding WEIM base schedule submission from T-40 to T-30 ~ Adding additional RSE at T-40 |
Western EIM base schedule submission deadline phase 2 Sep 23, 2020 | Closed |