Policy initiatives

Jun 01, 2022 Activation

Jul 06, 2016 Activation
Jun 02, 2016 Activation

Nov 30, 2016 Effective

Dec 16, 2017 Effective
Nov 30, 2017 Effective

Dec 16, 2018 Effective
Nov 30, 2018 Effective

May 20, 2021 Deployment
May 20, 2021 Activation

Summer 2023
Jul 01, 2023 Activation, retroactive to TD 9/20/22 (Short-term fix)

Oct 12, 2022 Master File / CIRA activation
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

Oct 01, 2020 Deployment

Jan 2021 Deployment
Jan 2021 Activation

Nov 01, 2018 Deployment (Track 1A)

Dec 11, 2024 Working group
Jan 10, 2025 Comments due

Oct 01, 2025 Deployment
May 01, 2026 Activation

Dec 2020 Deployment
Feb 2021 Activation

Nov 01, 2016 Deployment

Nov 01, 2018 Activation

Oct 01, 2020 Activation phase 3B
Nov 2019 Activation phase 3A

Oct 01, 2021 Deployment
Oct 2021 Activation

Summer 2023 Track 1
Jul 01, 2023 Activation
Fall 2023 Track 2
Nov 01, 2023 Activation

Oct 01, 2020 Deployment
Jan 2021 Activation

Aug 01, 2024 - Sept 30, 2024 BRS review
Oct 01, 2025 deployment
May 01, 2026 onboarding and activation

Nov 07, 2024 Tariff language
Spring 2026

Jun 2021 Deployment
Jun 2021 Activation

Dec 23, 2024 Comments due
Dec 16, 2024 Stakeholder call

Nov 21, 2024 Comment deadline
Apr 01, 2024 - track 1
Q4 2024 - track 2

Deliverability:
Feb 01, 2023 Activation

Buffer and minimum:
Nov 2020 Deployment
Nov 2020 Activation

Sep 30, 2016 Deployment

Jan 16, 2024 Initiative complete; moving to implementation

Dec 2020 Activation and Deployment
Oct 2022 Implementation - Phase 1

Phase 2c – RIMS: Oct 1, 2023 Activation
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

Oct. 23, 2019 Tariff revisions effective (ER19-2679)
Nov 27, 2018 Tariff revisions effective (ER18-2498)

Deliverability: Sep 01, 2022

Feb 01, 2021 Deployment
Feb 08, 2021 Activation

Nov 13, 2019 Deployment
Nov 2019 Activation

Load, export and wheeling priorities only:
Aug 2021 Deployment
Aug 2021 Activation

Jun 01, 2021 Deployment
Jun 2021 Activation

Independent release 2023

Dec 2020 Deployment
Jan 2021 Activation

Fall 2023*

Jun 01, 2021 Effective

FERC approved extension through Sep 30, 2023

Jul 11, 2024 Training
Aug 01, 2024 Production

Nov 14, 2024 PRR 1591 updates to the hourly energy shaping factor

Nov 2020

April 2021

Nov 13, 2019 Deployment
Nov 2019 Activation

Phase 2:
Nov 01, 2021 Deployment
Nov 2021 Activation

Phase 1:
May 01, 2021 Deployment
May 2021 Activation

Jun 01, 2022 effective - track 1

Nov 3, 2022

Nov 13, 2019 Deployment
Jan 2020 Activation

Jun 01, 2021 Deployment
Jun 2021 Activation

Fall 2023

Track 1
Apr 01, 2024 Implementation
Nov 05, 2024 PRR 1600

Jun 01, 2022 Activation

Dec 01, 2024* Effective Date

Fall 2023*

Spring 2022

Monthly: Apr 17, 2024 Activation
Daily: Jun 01, 2024 Activation
Transmission service and market scheduling priorities BRS review

Oct 01, 2021 Deployment
Oct 2021 Activation

Dec 1, 2023 Activation
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.

Interim solution effective May 01, 2023
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

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)

To be determined

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