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Energy storage and distributed energy resources

INITIATIVE:
Energy storage and distributed energy resources

Started: Aug 27, 2015

Leads
Jill Powers

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.

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Status

	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

Phase 4

Completed

OUTCOME: Phase 4 improves and enhances interaction and participation models for both storage and distributed energy resources in the California ISO markets.

Training	Video - Energy Storage and Distributed Energy Resources Phase 4 - Training - Aug 31, 2021 09/03/2021 Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Training - Aug 31, 2021 08/30/2021	Comments
	E3 Demand Response Effective Load Carrying Capability Study - Energy Storage and Distributed Energy Resources Phase 4 12/17/2020	Comments
	Notice of Decisional Classification - Energy Storage and Distributed Energy Resources Phase 4 11/23/2020	Comments
	Draft Tariff Language - Energy Storage and Distributed Energy Resources - Default Energy Bid 11/11/2020	View comments Comments
Web meeting	Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Default Energy Bid - Oct 29, 2020 10/29/2020 Final Proposal - Energy Storage and Distributed Energy Resources Phase 4 - Default Energy Bid 10/22/2020	View comments Comments
Web meeting	Video - Energy Storage and Distributed Energy Resources - Storage Default Energy Bid - Sep 22, 2020 10/01/2020 Draft Final Proposal - Energy Storage and Distributed Energy Resources - Storage Default Energy Bid 09/15/2020 Presentation - Energy Storage and Distributed Energy Resources - Storage Default Energy Bid - Sep 22, 2020 09/20/2020	View comments Comments
Teleconference meeting	Market Surveillance Committee 09/04/2020	Comments
Web meeting	Video - Energy Storage and Distributed Energy Resources Phase 4 - Aug 27, 2020 09/01/2020 Final Proposal - Energy Storage and Distributed Energy Resources Phase 4 08/21/2020 Presentation - Energy Storage and Distributed Energy Resources - Aug 27, 2020 08/26/2020	View comments Comments
	Notice of Initial Decisional Classification - Energy Storage and Distributed Energy Resources Phase 4 08/20/2020	Comments
Web meeting	Market Surveillance Committee Meeting 07/24/2020	Comments
Web meeting	Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 4 07/06/2020	Comments PG&E Comments - Energy Storage Distributed Energy Resources Phase 4 - Draft Tariff Language 07/14/2020 SCE Comments - Energy Storage Distributed Energy Resources Phase 4 - Draft Tariff Language 07/14/2020
Web meeting	Draft Final Proposal Energy Storage - Distributed Energy Resources Phase 4 05/20/2020 Presentation - Energy Storage and Distributed Energy Resources Phase 4 - May 27, 2020 05/26/2020 E3 Presentation - Energy Storage and Distributed Energy Resources Phase 4 - May 27, 2020 05/27/2020	Comments Boston Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/11/2020 CEDMC Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/11/2020 CESA Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/11/2020 CPUC Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/16/2020 DMM Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/18/2020 EDF-R Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/11/2020 LS Power Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/11/2020 PG&E Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/11/2020 SCE Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/11/2020 SDG&E Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/11/2020 Stakeholder Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 07/09/2020 WPTF Comments - Energy Storage and Distributed Energy Resources Phase 4 - Draft Final Proposal 06/12/2020
In-person meeting	Second Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 4 02/24/2020 Presentation - Day 2 - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal.pdf 03/02/2020	Comments Boston Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/16/2020 CEDMC Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/17/2020 CESA Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/18/2020 CPUC Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/23/2020 DMM Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/27/2020 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/17/2020 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/17/2020 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/17/2020 PCE Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/16/2020 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/17/2020 SCE Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/17/2020 SDG&E Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/17/2020 Wellhead Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/16/2020 WPTF Comments - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/17/2020
In-person meeting	Presentation - Day 1 - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal 03/02/2020 E3 Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Mar 02, 2020 02/27/2020	Comments
In-person meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Dec 3, 2019 12/02/2019	Comments
Web meeting	Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 4 10/21/2019 Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 10/24/2019	Comments 8Minute Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 Beacon Power Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 CEDMC Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 CESA Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 CPUC Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/19/2019 DMM Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 12/02/2019 Electrify America Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 Emerald City Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/14/2019 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/15/2019 SCE Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 SDG&E Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019 Wellhead Comments - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal 11/13/2019
In-person meeting	Presentation - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Aug 21, 2019 08/21/2019	Comments 8minute Solar Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 Boston Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 CEDMC Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 CESA Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 Cobia Capital Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 Electrify America Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/06/2019 OhmConnect Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 PG_E Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 SCE Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 SDED Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019 Wellhead Comments - Energy Storage and Distributed Energy Resources Phase 4 - Aug 21 Working Group 09/05/2019
In-person meeting	Presentation - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 06/27/2019 Agenda - Energy Storage and Distributed Energy Resources Phase 4 - Jun 27, 2019 06/25/2019 DMM Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Jun 27, 2019 06/26/2019 SCE Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Jun 27, 2019 06/26/2019 WPTF Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Jun 27, 2019 06/26/2019	Comments Arizona Public Service Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 CEDMC Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 CESA Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/11/2019 CPUC Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 Electrify America Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/11/2019 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/18/2019 SCE Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/11/2019 Sunrun Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 Vote Solar Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/12/2019 Wellhead Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019 07/10/2019
Web meeting	Presentation - Energy Storage and Distributed Energy Resources Phase 4 - May 7, 2019 05/06/2019 Straw Proposal - Energy Storage and Distributed Energy Resources Phase 4 05/09/2019 Reposted to correct the State-of-Charge and Self-Schedule Bid-Cost Recovery ineligibility criteria; to clarify that CAISO will respect the physical minimum and maximum output resource constraints, rather than the economic minimum and maximum.	Comments Boston Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 CEDMC Comments - Energy Storage Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 CESA Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/23/2019 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 CPUC Comments - Energy Storage Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 DMM - Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/22/2019 Electrify America Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 IEP Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/17/2019 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 NextEra Comments - Energy Storage - Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 OhmConnect Comments - Energy Storage Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 PG&E Comments - Energy Storage - Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 Public Advocate Office Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 SCE Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019 Wellhead Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/17/2019 WPTF Comments - Energy Storage and Distributed Energy Resources Phase 4 - Straw Proposal 05/21/2019
In-person meeting	Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Mar 18, 2019 03/18/2019	Comments Boston Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 CESA Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 DMM Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 Electrify America Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 NVE Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 SCE Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/03/2019 WPTF Comments - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Mar 18, 2019 04/04/2019
Web meeting	Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 02/12/2019 Issue Paper - Energy Storage and Distributed Energy Resources Phase 4 02/07/2019	Comments Boston Energy Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 CDWR Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 CESA Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/05/2019 CHBC Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 Electrify America Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 eMotorWerks Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 EUF Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 NextEra Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 OhmConnect Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 04/25/2019 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/05/2019 SCE Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 Stem Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 Sunrun Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019 WPTF Comments - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper 03/01/2019

Phase 3

Completed

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.

	Sep 30, 2020 FERC approval (ER20-2443) 10/05/2020	Comments
Web meeting	Video - Energy Storage and Distributed Energy Resources Phase 3B - Jun 3, 2020 06/08/2020 Draft Tariff Lanugage - Energy Storage and Distributed Energy Resources Phase 3B 05/19/2020	Comments
	Nov 06, 2019 FERC approval (ER19-2733) 11/17/2019	Comments
	Sep 3, 2019 Tariff Amendment - Energy Storage and Distributed Energy Resource (ESDER Phase 3) (ER19-2733) 11/17/2019	Comments
	Notice of Initial Decisional Classification - Energy Storage and Distributed Energy Resources Phase 3 07/31/2018	Comments
Web meeting	Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 3 05/28/2019	Comments eMotorWerks Comments - Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 3 06/06/2019 eMotorWerks Comments - Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 3 06/06/2019 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Tariff Language 06/11/2019 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Tariff Language 06/11/2019
Call	Presentation - Energy Storage and Distributed Energy Resources Phases 2 and 3 - Implementation Customer Partnership Group - May 6, 2019 05/17/2019	Comments
In-person meeting	Board of Governors meeting Decision on energy storage and distributed energy resources phase 3 11/17/2019	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Jul 16, 2018 07/13/2018 Revised Draft Final Proposal - Energy Storage and Distributed Energy Resources Phase 3 07/26/2018 Draft Final Proposal - Energy Storage and Distributed Energy Resources Phase 3 07/11/2018 Proxy Demand Response - Load Shift Resource Example 07/25/2018	Comments BMW Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 CDWR Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 CEDMC Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 CESA Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 DMM Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 08/06/2018 Joint EV Charging Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 08/01/2018 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 Stem Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018 Sunrun Comments - Energy Storage and Distributed Energy Resources Phase 3 - Draft Final Proposal 07/31/2018
In-person meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018 06/22/2018	Comments CLECA Comments - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018 07/09/2018 DMM Comments - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018 07/09/2018 Joint EV Charging Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018 08/01/2018 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018 07/09/2018 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018 07/09/2018 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018 07/09/2018 Sunrun Comments - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018 07/09/2018
In-person meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Jun 5, 2018 06/05/2018 Proxy Demand Response - Load Shift Resource (PDR-LSR) - Example (Updated) 06/05/2018 Electric Vehicle Supply Equipment (EVSE) - Example 06/05/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Revised Straw Proposal 05/10/2018 PDR-Load Shift Resource Example 05/10/2018 Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 3 04/30/2018	Comments CESA Comments - Energy Storage and Distributed Energy Resources - Revised Straw Proposal 05/23/2018 Joint DR Parties Comments - Energy Storage and Distributed Energy Resources - Revised Straw Proposal 05/23/2018 Joint EV Charging Parties Comments - Energy Storage and Distributed Energy Resources-RevisedStrawProposal 05/23/2018 Ohm Connect Comments - Energy Storage and Distributed Energy Resources - Revised Straw Proposal 05/23/2018 PG&E Comments - Energy Storage and Distributed Energy Resources - Revised Straw Proposal 05/23/2018 SCE Comments - Energy Storage and Distributed Energy Resources - Revised Straw Proposal 05/23/2018 SDG&E Comments - Energy Storage and Distributed Energy Resources - Revised Straw Proposal 05/23/2018 Sunrun Comments - Energy Storage and Distributed Energy Resources - Revised Straw Proposal 05/23/2018
In-person meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Mar 29, 2018 03/29/2018	Comments CESA Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Mar 29, 2018 04/11/2018 DMM Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Mar 29, 2018 04/11/2018 Joint EV Charging Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Mar 29, 2018 04/13/2018 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Mar 29, 2018 04/11/2018 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Mar 29, 2018 04/11/2018 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Mar 29, 2018 04/11/2018 SDG&E Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Mar 29, 2018 04/11/2018 Sunrun Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Mar 29, 2018 04/11/2018
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 02/21/2018 Straw Proposal - Energy Storage and Distributed Energy Resources Phase 3 02/22/2018	Comments CEDMC Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 CESA Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 CLECAComments-EnergyStorage-DistributedEnergyResourcesPhase3-StrawProposal 03/08/2018 CPUC Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 Joint DR Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 Joint EV Charging Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018 SDGE Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/15/2018 Sunrun Comments - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal 03/08/2018
In-person meeting	Agenda - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Jan 16, 2018 01/12/2018 Presentation - Energy Storage and Distributed Energy Resources Phase 3 workshop - Jan 16, 2018 01/16/2018 Presentation - Alva Svoboda PG&E - workshop Jan 16, 2018 01/16/2018 Presentation - Blake Rector and MikeMcGuffin, Customized Energy Solutions - workshop Jan 16, 2018 01/16/2018 Presentation - Ted Ko, Stem - workshop Jan 16, 2018 01/16/2018	Comments AMS Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 BMW North America Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 Boston Energy Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 CEDMC Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 CESA Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 CLECA Comments - Energy Storage Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 DMM Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 02/16/2018 Engie Storage Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 Joint DR Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 Joint EV Charging Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 Nuvve Corp Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 SDG&E Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 Sunrun Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018 WPTF Comments - Energy Storage and Distributed Energy Resources Phase 3 Working Group - Jan 16, 2018 01/30/2018
In-person meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/07/2017 Presentation - David Schlosberg, Joint EV Charging Parties - workshop Nov. 6, 2017 11/03/2017 Presentation - Ted Ko Stem - workshop Nov 6, 2017 01/16/2018	Comments CEDMC Comments - Energy Storage - Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 CESA Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper and Nov 6, 2017 workshop 10/24/2017 CLECA Comments - Energy Storage - Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 CPUC Comments - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 eMotorWerks Comments - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 Joint DR Parties Comments - Energy Storage and Distributed Energy Resources Workshop - Nov 6, 2017 11/27/2017 Joint EV Charging Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 ORA Comments - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 PGE Comments - Energy Storage - Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017 11/27/2017
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Oct 12, 2017 10/11/2017 Issue Paper - Energy Storage and Distributed Energy Resources Phase 3 09/29/2017	Comments CESA Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper and Nov 6, 2017 workshop 10/24/2017 CHBC Council Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 10/24/2017 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 10/24/2017 DMM Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 11/06/2017 eMotorWerks Comments - Energy Storage and Distributed Energy Resources Phase 3 - IssuePaper 10/24/2017 Joint Demand Response Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 11/06/2017 Joint EV Charging Parties Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 10/24/2017 NRG Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 11/03/2017 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 10/24/2017 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 10/24/2017 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 10/24/2017 SCE Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 10/24/2017 SDGE Comments - Energy Storage and Distributed Energy Resouces Phase 3 - Issue Paper 10/24/2017 Whisker Labs Comments - Energy Storage and Distributed Energy Resources Phase 3 - Issue Paper 10/24/2017

Phase 2

Completed

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.

	Notice of Initial Decisional Classification - Energy Storage and Distributed Energy Resources Phase 2 06/28/2017	Comments
	Oct 24, 2018 FERC approval (ER18-2242) 11/17/2019	Comments
	Aug 17, 2018 Tariff Amendment - Energy Storage and Distributed Energy Resources Phase 2 Enhancements (ER18-2242) 11/17/2019	Comments
	Baseline accuracy work group material 2017 Baseline Accuracy Work Group Final Proposal (Nexant) 10/11/2018 California ISO Baseline Accuracy Assessment (Nexant) 08/15/2018 Example - Day Match Workbook 06/09/2017 Example - Randomization Validation Template 10/11/2018 Example - Weather Match Workbook 06/09/2017 NOAA Station to Zip Mapping 06/09/2017 Stata Code to Validate Equivalence 10/11/2018	Comments
	Revised Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 2 04/09/2018	Comments Ohm Connect Comments - Revised Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 2 04/19/2018 PG&E Comments - Revised Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 2 04/17/2018
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Jan 29, 2018 01/29/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Feb 27, 2018 02/26/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group 03/27/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Apr 25, 2018 04/25/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Jun 1, 2018 06/01/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Jul 2, 2018 07/02/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Jul 24, 2018 07/24/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Aug 14, 2018 08/14/2018	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Customer Partnership Group - Dec 13, 2017 12/13/2017	Comments
Web meeting	Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 2 11/17/2017	Comments DMM Comments - Energy Storage and Distributed Energy Resources Phase 2 - Draft Tariff Language 12/11/2017 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 2 - Draft Tariff Language 12/11/2017 PGE Comments - Energy Storage and Distributed Energy Resources Phase 2 - Draft Tariff Language 12/11/2017 Six Cities Comments - Energy Storage and Distributed Energy Resources Phase 2 - Draft Tariff Language 12/11/2017
In-person meeting	Board of Governors meeting Decision on energy storage and distributed energy resources phase 2 proposal 11/17/2019	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 - Draft Final Proposal 06/15/2017 Draft Final Proposal - Energy Storage and Distributed Energy Resources Phase 2 06/12/2017 2017 Baseline Accuracy Work Group Final Proposal (Nexant) 10/11/2018 Example - Day Match Workbook 06/09/2017 Example - Randomization Validation Template 10/11/2018 NOAA Station to Zip Mapping 06/09/2017 Stata Code to Validate Equivalence 10/11/2018	Comments California Energy Storage Alliance Comments - Energy Storage and Distributed Energy Resources Phase 2 - Draft Final Proposal 06/27/2017 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 - Draft Final Proposal 06/27/2017 SCE Comments - Energy Storage and Distributed Energy Resources Phase 2 - Draft Final Proposal 06/27/2017 Tesla Comments - Energy Storage and Distributed Energy Resources Phase 2 - Draft Final Proposal 06/27/2017
In-person meeting	Agenda - CPUC-ISO Joint Storage Workshop Jun 2, 2017 05/25/2017 Presentation - CPUC-ISO Joint Proposed Framework for Multiple-Use Applications for Electric Storage Resources June 2, 2017 06/09/2017	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/03/2017 Third Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 2 04/17/2017	Comments Alta Gas Pomona Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 CEDMC Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 CESA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 CHBC Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 DMM Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/24/2017 eMotorWerks Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 IEP Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/30/2017 Six Cities Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 Stem & eMotorWerks Joint Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 Tesla Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017 Trans Bay Cable Comments - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal 05/22/2017
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 - Sep 27, 2016 09/27/2016 Second Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 2 09/19/2016	Comments AMS, SolarCity, and Stem Joint Comments - Energy Storage and Distributed Energy Resources Phase 2 - Second Revised Straw Proposal 10/12/2016 CESA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Second Revised Straw Proposal 10/12/2016 CLECA Comments - Energy Storage and Distributed Energy ResourcesP hase 2 - Second Revised Straw Proposal 10/12/2016 Ohm Connect Comments - Energy Storage and Distributed Energy Resources Phase 2 - Second Revised Straw Proposal 10/12/2016 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 - Second Revised Straw Proposal 10/12/2016 SCE Comments - Energy Storage and Distributed Energy Resources Phase 2 - Second Revised Straw Proposal 10/14/2016 SDGE Comments - Energy Storage and Distributed Energy Resources Phase 2 - Second Revised Straw Proposal 10/14/2016
Web meeting	Agenda and Presentation - Non-Generator Resource Use Limited Working Group - Energy Storage and Distributed Energy Resources Phase 2 09/12/2016	Comments CESA Comments - Energy Storage and Distributed Energy Resources Phase 2 Working Group - Sep 13, 2016 09/28/2016 DEN Comments - Energy Storage and Distributed Energy Resources Phase 2 Working Group - Sep 13, 2016 09/21/2016 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 Working Group - Sep 13, 2016 09/21/2016 SCE Comments - Energy Storage and Distributed Energy Resources Phase 2 Working Group - Sep 13, 2016 09/21/2016 SDG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 Working Group - Sep 13, 2016 09/21/2016
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 - Jul 28, 2016 07/27/2016 Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 2 07/21/2016	Comments Calpine Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 Calpine Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 Calpine Example - METEC Auxillary Loads for April 27, 2016 08/12/2016 Calpine Example - METEC Auxillary Loads for April 27, 2016 08/12/2016 CDWR Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 CDWR Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 CESA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 CESA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/15/2016 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/15/2016 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 SCE Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/15/2016 SCE Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/15/2016 SolarCity Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016 SolarCity Comments - Energy Storage and Distributed Energy Resources Phase 2 - Revised Straw Proposal 08/12/2016
In-person meeting	Administrative Law Judge Ruling Noticing Workshop on Rulemaking 15-03-011 04/26/2016 Agenda - CPUC-ISO Joint Storage Workshop May 2-3, 2016 04/25/2016 Issue Paper - CPUC-ISO Joint Storage Workshop May 2-3, 2016 04/25/2016	Comments
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 05/26/2016 Straw Proposal - Energy Storage and Distributed Energy Resources Phase 2 05/24/2016	Comments CDWR Comments - Energy Storage and Distributed Energy Resources Phase 2 – Straw Proposal 06/10/2016 CESA Comments - Energy Storage and Distributed Energy Resources Phase 2 – Straw Proposal 06/10/2016 Clean Coalition Comments - Energy Storage and Distributed Energy Resources Phase 2 – Straw Proposal 06/10/2016 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 2 – Straw Proposal 06/10/2016 JDRP Comments - Energy Storage and Distributed Energy Resources Phase 2 – Straw Proposal 06/10/2016 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 2 - Straw Proposal 06/10/2016 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 – Straw Proposal 06/10/2016 SolarCity Comments - Energy Storage and Distributed Energy Resources Phase 2 – Straw Proposal 06/10/2016 WBH Comments - Energy Storage and Distributed Energy Resources Phase 2 – Straw Proposal 06/10/2016
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources - Apr 4, 2016 04/04/2016 Issue Paper - Energy Storage and Distributed Energy Resources Phase 2 03/22/2016	Comments ARES Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 CA Consumer Alliance Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 CDWR Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 CESA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 Clean Coalition Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 05/20/2016 CLECA Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 HORUS Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 IEP Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 LS Power Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 Olivine Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 Paramount Energy West Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 SCE Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 Six Cities Comments - Energy Storage and Distributed Energy Resources Phase2 - Issue Paper 04/19/2016 Solar City Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016 TeMix Inc Comments - Energy Storage and Distributed Energy Resources Phase 2 - Issue Paper 04/19/2016

Phase 1

Completed

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.

	Aug 16, 2016 FERC approval 11/17/2019	Comments
	May 18, 2016 Tariff Amendment - Implement Energy Storage Enhancements (ER16-1735) 11/17/2019	Comments
Web meeting	Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 1 04/11/2016	Comments CESA Comments - Energy Storage and Distributed Energy Resources Phase 1 - Draft Tariff Language 04/22/2016 PG&E Comments - Energy Storage and Distributed Energy Resources Phase 1 - Draft Tariff Language 04/20/2016
In-person meeting	Board of Governors meeting Decision on energy storage and distributed energy resources proposal 11/17/2019	Comments
Web meeting	Revised Agenda and Presentation - Energy Storage Distributed Energy Resources - Jan 7, 2016 01/07/2016 Revised Draft Final Proposal - Energy Storage Distributed Energy Resources 12/23/2015 SCE Proposed Modification to Meter Configuration B2 01/07/2016	Comments AMS Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 CESA Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 CLECA Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 DMM Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 02/02/2016 eMW Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 NRG Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 Olivine Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 ORA Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 PG&E Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 SCE Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 SDGE Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/19/2016 SolarCity Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016 Stem Comments - Energy Storage Distributed Energy Resources - Revised Draft Final Proposal 01/15/2016
Web meeting	Agenda and Presentation - Energy Storage Distributed Energy Resource - Draft Final Proposal 11/05/2015 Draft Final Proposal - Energy Storage and Distributed Energy Resources 11/02/2015	Comments AMS Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/24/2015 CESA Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/17/2015 CLECA Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/17/2015 NRG Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/17/2015 Ohm Connect Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/17/2015 Olivine Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/17/2015 PG&E Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/19/2015 SCE Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/17/2015 SCE Part 2 Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/19/2015 SDGE Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/19/2015 SolarCity Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/17/2015 STEM Comments - Energy Storage Distributed Energy Resources Draft Final Proposal 11/17/2015
Web meeting	Agenda and Presentation - Energy Storage Distributed Energy Resource - Alternative Proposal Working Group Oct 27, 2015 10/26/2015 Presentation - Alternative Proposal - Energy Storage and Distributed Energy Resources Oct 27, 2015 10/26/2015 Alternative Proposal - Energy Storage and Distributed Energy Resources - Meter Generator Output 10/21/2015	Comments AMS Comments - Energy Storage Distributed Energy Resources - Alternative Proposal Meter Generator Output 10/30/2015 CESA Comments - Energy Storage Distributed Energy Resources - Alternative Proposal Meter Generator Output 11/03/2015 CLECA Comments - Energy Storage Distributed Energy Resources - Alternative Proposal Meter Generator Output 10/29/2015 Green Charge Networks Comments - Energy Storage Distributed Energy Resources - Alternative Proposal Meter Generator Output 10/29/2015 PG&E Comments - Energy Storage Distributed Energy Resources -Alternative Proposal Meter Generator Output 10/30/2015 SDG&E Comments - Energy Storage Distributed Energy Resources - Alternative Proposal Meter Generator Output 10/29/2015 SolarCity Comments - Energy Storage Distributed Energy Resources - Alternative Proposal Meter Generator Output 10/29/2015 STEM Comments - Energy Storage Distributed Energy Resources - Alternative Proposal Meter Generator Output 10/29/2015
In-person meeting	Agenda and Presentation - Energy Storage Distributed Energy Resource Oct 12, 2015 10/08/2015	Comments PG&E Comments - Energy Storage Distributed Energy Resources - Alternative Performance Methodology Working Group Discussion 10/12/15 10/22/2015 SCE Comments - Energy Storage Distributed Energy Resources - Alternative Performance Methodology Working Group Discussion 10/12/15 10/22/2015
Web meeting	Agenda and Presentation - Energy Storage Distributed Energy Resource Sep 28, 2015 09/28/2015 Revised Straw Proposal - Energy Storage and Distributed Energy Resources 09/17/2015	Comments AMS Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 CESA Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 CLECA Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 eMotorWerks Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/12/2015 Hawkins Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 Ice Energy Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/12/2015 NRG Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 Ohm Connect Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 Olivine Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 ORA Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 PG&E Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015 SolarCity Comments - Energy Storage Distributed Energy Resources - Revised Straw Proposal 10/09/2015
Web meeting	Agenda and Presentation - Energy Storage Distributed Energy Resources - Baseline Working Group 08/26/2015	Comments CESA Comments - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/04/2015 CLECA Comments - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/04/2015 OhmConnect Comments - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/04/2015 Olivine Comments - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/04/2015 PG&E Comments - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/08/2015 PG&E Comments Attachment - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/08/2015 SCE Comments - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/04/2015 SDGE Comments - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/09/2015 Stem, AMS and SolarCity Comments - Energy Storage Distributed Energy Resources - Demand Response Baseline Working Group 09/04/2015
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resources 08/05/2015 Issue Paper and Straw Proposal - Energy Storage and Distributed Energy Resources 07/30/2015	Comments CESA Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 Clean Coalition Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 CLECA Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 EMoterWerks Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 IEP Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 NRG Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 Ohm Connect Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 Olivine Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 PG&E Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 SCE Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 SDGE Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 SolarCity Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 TeMIx Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/20/2015 Viasyn Comments - Energy Storage Distributed Energy Resources - Issue Paper Straw Proposal 08/24/2015
Web meeting	Agenda and Presentation - Energy Storage and Distributed Energy Resource Participation 05/19/2015	Comments ARES Comments - Energy Storage and Aggregated Distributed Energy Resources - Proposed Scope and Schedule 06/01/2015 CDWR Comments - Energy Storage and Aggregated Distributed Energy Resources - Proposed Scope and Schedule 06/01/2015 CESA Comments - Energy Storage and Aggregated Distributed Energy Resources - Proposed Scope and Schedule 05/29/2015 CLECA Comments - Energy Storage and Aggregated Distributed Energy Resources - Proposed Scope and Schedule 05/29/2015 Joint AMS - Stem - SolarCity Comments - Energy Storage and Aggregated Distributed Energy Resources - Proposed Scope and Schedule 06/01/2015 Olivine Comments - Energy Storage and Aggregated Distributed Energy Resources - Proposed Scope and Schedule 05/29/2015 PG&E Comments - Energy Storage and Aggregated Distributed Energy Resources - Proposed Scope and Schedule 06/02/2015 SCE Comments - Energy Storage and Aggregated Distributed Energy Resources - Proposed Scope and Schedule 06/19/2015

INITIATIVE: Energy storage and distributed energy resources

Status

Phase 4

Training

Web meeting

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Teleconference meeting

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In-person meeting

In-person meeting

In-person meeting

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In-person meeting

In-person meeting

Web meeting

In-person meeting

Web meeting

Phase 3

Web meeting

Web meeting

Call

In-person meeting

Web meeting

In-person meeting

In-person meeting

Web meeting

In-person meeting

Web meeting

In-person meeting

In-person meeting

Web meeting

Phase 2

Web meeting

Web meeting

Web meeting

Web meeting

Web meeting

Web meeting

Web meeting

Web meeting

Web meeting

Web meeting

In-person meeting

Web meeting

In-person meeting

Web meeting

Web meeting

Web meeting

Web meeting

In-person meeting

Web meeting

Web meeting

Phase 1

Web meeting

In-person meeting

Web meeting

Web meeting

Web meeting

In-person meeting

Web meeting

INITIATIVE:
Energy storage and distributed energy resources