INITIATIVE:
WEIM resource sufficiency evaluation enhancements

Started: May 25, 2021

Leads
Danny Johnson

Phase 2 of the WEIM resource sufficiency evaluation enhancements initiative considers outstanding enhancements to the WEIM RSE such as the consideration of load conformance, identifying the correct metrics and quantity of uncertainty that should be tested for, and how block hourly exports from the ISO BAA that may be cleared due to advisory WEIM transfers are treated.  Phase 2 also investigates the ability for the WEIM to provide assistance for balancing authority areas who have failed the RSE.

OUTCOME (Phase 1): The California ISO activated WEIM resource sufficiency evaluation enhancements Phase 1 (RSEE1) on June 1, 2022.  RSEE1 benefits market participants by implementing enhancements to ensure resource sufficiency evaluation is administered accurately and applied equitably, and by improving the accuracy and transparency of the resource sufficiency evaluation.

Status

Proposal Development Decision Implementation Completed/Closed
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
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)
Implementation milestones
Completed

Activities

Training


Presentation - Resource Sufficiency Evaluaton Enhancements Phase 2, Track 2 Refresher Training

Training


Phase 2, track 2 pre-market simulation training

Presentation - Resource Sufficiency Evaluaton Enhancements Phase 2, Track 2 Training Updated

Training


Presentation - Resource Sufficiency Evaluation Enhancements Phase 2 (RSEE2) Track 1 Training

Filing


Phase 2


Revised Final Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2


Final Revised Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2

ISO Response Matrix - Revised Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2
Updated on 3/21 to accommodate an implementation issue that arose in the recent deployment of the Flexible Ramping Product.

Web meeting


Revised Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2

View comments


Second Revised Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2


Notice of Decisional Classification - Resource Sufficiency Evaluation Enhancements Phase 2 - Addendum - Nov 30, 2022

Notice of Decisional Classification - Resource Sufficiency Evaluation Enhancements Phase 2 - Oct 10, 2022

Web meeting


Market Surveillance Committee meeting

Web meeting


Presentation - Resource Sufficiency Evaluation Phase 2 - Nov 7, 2022

Revised Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2

View comments

Web meeting


Market Surveillance Committee meeting

Web meeting


Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2

Web meeting


Market Surveillance Committee meeting

Web meeting


Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2

View comments

Web meeting


Revised Draft Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2

Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 - Sep 2, 2022

Draft Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2

View comments

Web meeting


Phase 2

Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 - Jul 11, 2022

Straw Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2

View comments

Web meeting


Phase 1B

Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 1B - Jun 28, 2022

Final Analysis Report - WEIM Transfers, Hourly Interties and Load

Web meeting


Phase 1B

Presentation - WEIM Resource Sufficiency Evaluation Enhancements - May 3, 2022

Analysis Report - Intertie Deviation - WEIM Resource Sufficiency Evaluation Enhancements Final Analysis

Analysis Report - Interaction of Hourly Intertie Schedules and Transfers - WEIM Resource Sufficiency Evaluation Enhancements

View comments

Web meeting


Phase 1B

Presentation - Flexible Ramping Uncertainty Calculation in the Western Energy Imbalance Market (WEIM) - Apr 1, 2022

Presentation - Load Conformance Impact on the Resource Sufficiency Evaluation - Apr 1, 2022

Analysis Report - Load Conformance Impact on Resource Sufficiency Evaluation

Analysis Report - Flexible Ramping Uncertainty Calculation in the Western Energy Imbalance Market

View comments

Filing


Phase 1

Web meeting


Phase 1

Presentation - WEIM Resource Sufficiency Evaluation Enhancements - Emergency Actions Criteria - Mar 23, 2022

View comments

Web meeting


Phase 1

Final Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements

Web meeting


Phase 1

Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 1 - Emergency Actions Criteria Workshop - Feb 23, 2022

View comments

Web meeting


Phase 1B

Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 1B - Feb 16, 2022

View comments

Web meeting


Phase 1

Revised Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements
Revisions to this version are based on stakeholder comments received on draft tariff language on Jan. 25, 2022.

View comments


Notice of Decisional Classification - Resource Sufficiency Evaluation Enhancements

Web meeting


Audio - WEIM Resource Sufficiency Evaluation Enhancements - Feb 4, 2022

Draft Tariff Language - EIM Resource Sufficiency Evaluation Enhancements

View comments

Web meeting


Presentation - EIM Resource Sufficiency Evaluation Enhancements - Dec 21, 2021

Revised Draft Final Proposal - EIM Resource Sufficiency Evaluation Enhancements

View comments

Web meeting


Presentation - EIM Resource Sufficiency Evaluation Enhancements - Dec 8, 2021

Web meeting


Web meeting


Presentation - Resource Sufficiency Evaluation Enhancements - Oct 12, 2021

Draft Final Proposal - EIM Resource Sufficiency Evaluation Enhancements

Analysis of the Intertie Deviation Adder Used in the Capacity Test

View comments

Web meeting


Web meeting


Straw Proposal - EIM Resource Sufficiency Evaluation Enhancements
Updated proposal includes a clarification to paragraph 2 in section 4.2.3

Presentation - EIM Resource Sufficiency Evaluation Enhancements - Aug 23, 2021

View comments

Web meeting


This is day 2 of the workshop to discuss the issue paper posted on May 28, 2021. The issue paper and workshop presentations are posted as part of the June 25 activity below.

View comments

Web meeting


CAISO Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021

PGE Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021 (Uncertainty in the Capacity Test)

Joint EIM Entity Combined Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021

Joint EIM Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021 (Topics and Principles)

Joint EIM Entity Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021 (Specific Enhancements to Improve RSE Accuracy)

Joint EIM Entity Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021 (Enhanced Transparency, Reporting and Oversight)

Joint EIM Entity Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021 (Failure Consequences)

Issue Paper - EIM Resource Efficiency Evaluation Enhancements