The focus of this initiative is on enhancing the ability of ISO connected and distribution-connected resources to participate in the ISO market, including rooftop solar, energy storage, plug-in electric vehicles, and demand response. These resources represent an increasingly important part of the future resource mix and will help lower carbon emissions and provide operational benefits.
| Proposal Development | Decision | Implementation | Completed/Closed | |
|---|---|---|---|---|
| Phase 4 |
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 |
Completed |
| Phase 3 |
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 |
Completed |
| Phase 2 |
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
|
Completed |
| Phase 1 |
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
|
Completed |
OUTCOME: Phase 4 improves and enhances interaction and participation models for both storage and distributed energy resources in the California ISO markets.
Outcome (3B): Effective Oct. 1, 2020, the second phase of this initiative's Phase 3 created the Proxy Demand Resource - Load Shift Resource participation model, which allows storage resources to bid decreases and increases in load. This release also allows for use of a sub-meter to calculate Customer Load Baseline data independent of its host facility’s demand response (DR) program, for measuring behind-the-meter Electric Vehicle Supply Equipment load curtailment. These enhancements further improve the ability of energy storage and distributed energy resources to participate in the ISO market.
Outcome (3A): Effective Nov. 13, 2019, the first phase of this initiative's Phase 3 provided new dispatchable bidding options for DR resources and removed the single Load Serving Entity requirement for DR aggregations as well as for the application of the default load adjustment. The release also provided the ability for scheduling coordinators of DR resources to submit Customer Load Baseline data to the Settlement Quality Meter Data Systems, required for monitoring and audit purposes, in compliance with the California ISO Tariff requirements.
Outcome: Effective Nov. 1, 2018, this initiative provided three new types of demand response performance evaluation methods, clarified Station Power treatment for storage resources, and incorporated additional gas indices into the net benefits test calculation to reflect all real-time participation regions. The enhancements are anticipated to lower barriers and enhance the ability of energy storage and distributed energy resources to participate in the ISO market. The Phase 2 policy allowed for baselines to be performed and submitted by scheduling coordinators, resulting in all remaining demand response system (DRS) functionalities to be integrated into MRI-S (Market Results Interface – Settlements) and decommissioning of the DRS.
Outcome: Phase 1 enhanced the ability of grid-connected storage and distribution-connected resources to participate in the ISO market. Improvements included the ability for submitting the state of charge as a daily bid parameter in the day-ahead market, as well as an option to not provide state of charge limits or not have the ISO co-optimize non-generator resources based on state of charge.