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.

Status

Proposal Development Decision Implementation Completed/Closed
Phase 4
Oct 22, 2020 Final proposal (default energy bid)
Oct 29, 2020 Meeting
Dec 02, 2020 EIM Governing Body meeting
Dec 16, 2020 Board of Governors meeting
Sep 30, 2020 Board of Governors approval - final proposal
Oct 01, 2021 Deployment
Oct 2021 Activation
Implementation milestones
Phase 3
Jul 26, 2018 Revised draft final proposal
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
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

Phase 4 will explore refinements to the distributed energy resource (DER) and storage participation models, as well as lower integration barriers for demand response resources. This initiative will also explore expanding the models to optimally capture their value, as well as leverage resource design attributes that support grid reliability and allow for multiple-use applications.

Web meeting


Final Proposal - Energy Storage and Distributed Energy Resources Phase 4 - Default Energy Bid

Web meeting


Draft Final Proposal - Energy Storage and Distributed Energy Resources - Storage Default Energy Bid

Presentation - Energy Storage and Distributed Energy Resources - Storage Default Energy Bid - Sep 22, 2020

View comments

Teleconference meeting


Web meeting


Final Proposal - Energy Storage and Distributed Energy Resources Phase 4

Presentation - Energy Storage and Distributed Energy Resources - Aug 27, 2020

View comments


Notice of Initial Decisional Classification - Energy Storage and Distributed Energy Resources Phase 4

Web meeting


Web meeting


Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 4

Web meeting


Draft Final Proposal Energy Storage - Distributed Energy Resources Phase 4

Presentation - Energy Storage and Distributed Energy Resources Phase 4 - May 27, 2020

E3 Presentation - Energy Storage and Distributed Energy Resources Phase 4 - May 27, 2020

In-person meeting


Second Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 4

Presentation - Day 2 - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal.pdf

In-person meeting


Presentation - Day 1 - Energy Storage and Distributed Energy Resources Phase 4 - Second Revised Straw Proposal

E3 Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Mar 02, 2020

In-person meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Dec 3, 2019

Web meeting


Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 4

Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Revised Straw Proposal

In-person meeting


Presentation - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Aug 21, 2019

In-person meeting


Presentation - Energy Storage and Distributed Energy Resources Phase 4 Working Group - Jun 27, 2019

Agenda - Energy Storage and Distributed Energy Resources Phase 4 - Jun 27, 2019

DMM Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Jun 27, 2019

SCE Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Jun 27, 2019

WPTF Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Jun 27, 2019

Web meeting


Presentation - Energy Storage and Distributed Energy Resources Phase 4 - May 7, 2019

Straw Proposal - Energy Storage and Distributed Energy Resources Phase 4
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.

In-person meeting


Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Mar 18, 2019

Web meeting


Presentation - Energy Storage and Distributed Energy Resources Phase 4 - Issue Paper

Issue Paper - Energy Storage and Distributed Energy Resources Phase 4

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.


Web meeting


Draft Tariff Lanugage - Energy Storage and Distributed Energy Resources Phase 3B




Notice of Initial Decisional Classification - Energy Storage and Distributed Energy Resources Phase 3

Web meeting


Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 3

Call


Presentation - Energy Storage and Distributed Energy Resources Phases 2 and 3 - Implementation Customer Partnership Group - May 6, 2019

In-person meeting


Board of Governors meeting

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Jul 16, 2018

Revised Draft Final Proposal - Energy Storage and Distributed Energy Resources Phase 3

Draft Final Proposal - Energy Storage and Distributed Energy Resources Phase 3

Proxy Demand Response - Load Shift Resource Example

In-person meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Jun 25, 2018

In-person meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Jun 5, 2018

Proxy Demand Response - Load Shift Resource (PDR-LSR) - Example (Updated)

Electric Vehicle Supply Equipment (EVSE) - Example

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Revised Straw Proposal

PDR-Load Shift Resource Example

Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 3

In-person meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Mar 29, 2018

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Straw Proposal

Straw Proposal - Energy Storage and Distributed Energy Resources Phase 3

In-person meeting


Agenda - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Jan 16, 2018

Presentation - Energy Storage and Distributed Energy Resources Phase 3 workshop - Jan 16, 2018

Presentation - Alva Svoboda PG&E - workshop Jan 16, 2018

Presentation - Blake Rector and MikeMcGuffin, Customized Energy Solutions - workshop Jan 16, 2018

Presentation - Ted Ko, Stem - workshop Jan 16, 2018

In-person meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 Workshop - Nov 6, 2017

Presentation - David Schlosberg, Joint EV Charging Parties - workshop Nov. 6, 2017

Presentation - Ted Ko Stem - workshop Nov 6, 2017

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 3 - Oct 12, 2017

Issue Paper - Energy Storage and Distributed Energy Resources Phase 3

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




Baseline accuracy work group material

2017 Baseline Accuracy Work Group Final Proposal (Nexant)

California ISO Baseline Accuracy Assessment (Nexant)

Example - Day Match Workbook

Example - Randomization Validation Template

Example - Weather Match Workbook

NOAA Station to Zip Mapping

Stata Code to Validate Equivalence


Revised Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 2

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Jan 29, 2018

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Feb 27, 2018

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Apr 25, 2018

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Jun 1, 2018

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Jul 2, 2018

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Jul 24, 2018

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Implementation Customer Partnership Group - Aug 14, 2018

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 Customer Partnership Group - Dec 13, 2017

Web meeting


Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 2

In-person meeting


Board of Governors meeting

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 - Draft Final Proposal

Draft Final Proposal - Energy Storage and Distributed Energy Resources Phase 2

2017 Baseline Accuracy Work Group Final Proposal (Nexant)

Example - Day Match Workbook

Example - Randomization Validation Template

NOAA Station to Zip Mapping

Stata Code to Validate Equivalence

In-person meeting


Agenda - CPUC-ISO Joint Storage Workshop Jun 2, 2017

Presentation - CPUC-ISO Joint Proposed Framework for Multiple-Use Applications for Electric Storage Resources June 2, 2017

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 - Third Revised Straw Proposal

Third Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 2

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 - Sep 27, 2016

Second Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 2

Web meeting


Agenda and Presentation - Non-Generator Resource Use Limited Working Group - Energy Storage and Distributed Energy Resources Phase 2

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2 - Jul 28, 2016

Revised Straw Proposal - Energy Storage and Distributed Energy Resources Phase 2

In-person meeting


Administrative Law Judge Ruling Noticing Workshop on Rulemaking 15-03-011

Agenda - CPUC-ISO Joint Storage Workshop May 2-3, 2016

Issue Paper - CPUC-ISO Joint Storage Workshop May 2-3, 2016

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources Phase 2

Straw Proposal - Energy Storage and Distributed Energy Resources Phase 2

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources - Apr 4, 2016

Issue Paper - Energy Storage and Distributed Energy Resources Phase 2

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.



Web meeting


Draft Tariff Language - Energy Storage and Distributed Energy Resources Phase 1

In-person meeting


Board of Governors meeting

Web meeting


Revised Agenda and Presentation - Energy Storage Distributed Energy Resources - Jan 7, 2016

Revised Draft Final Proposal - Energy Storage Distributed Energy Resources

SCE Proposed Modification to Meter Configuration B2

Web meeting


Agenda and Presentation - Energy Storage Distributed Energy Resource - Draft Final Proposal

Draft Final Proposal - Energy Storage and Distributed Energy Resources

Web meeting


Agenda and Presentation - Energy Storage Distributed Energy Resource - Alternative Proposal Working Group Oct 27, 2015

Presentation - Alternative Proposal - Energy Storage and Distributed Energy Resources Oct 27, 2015

Alternative Proposal - Energy Storage and Distributed Energy Resources - Meter Generator Output

In-person meeting


Agenda and Presentation - Energy Storage Distributed Energy Resource Oct 12, 2015

Web meeting


Agenda and Presentation - Energy Storage Distributed Energy Resource Sep 28, 2015

Revised Straw Proposal - Energy Storage and Distributed Energy Resources

Web meeting


Agenda and Presentation - Energy Storage Distributed Energy Resources - Baseline Working Group

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resources

Issue Paper and Straw Proposal - Energy Storage and Distributed Energy Resources

Web meeting


Agenda and Presentation - Energy Storage and Distributed Energy Resource Participation