As generation developers become increasingly interested in pairing energy storage with existing or proposed generation, this initiative will explore how such “hybrid” generation resources can be registered and configured to operate within the ISO market. This initiative will develop solutions allowing developers to maximize the benefits of their resource’s configuration. Hybrid resource configurations also raise new operational and forecasting challenges that ISO plans to address during this initiative. Phase 2 of this initiative proposes a solution to optimize hybrid resources.
Proposal Development | Decision | Implementation | Completed/Closed | |
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Phase 2 |
Jan 04, 2024 Revision – Add 4 Market Simulation Business Requirements
Sep 09, 2021 Third revised draft tariff language (phase 2b) posted Dec 28, 2020 Revised draft tariff language (phase 2a) posted |
Nov 30, 2021 FERC approval (phase 2b) (ER21-2853)
Jul 15, 2021 Board of Governors approval (aggregate capability constraint) Mar 09, 2021 FERC approval (phase 2a) (ER21-843) Nov 18, 2020 Board of Governors approval Nov 04, 2020 EIM Governing Body briefing |
Phase 2c – RIMS: Oct 1, 2024* Activation
Phase 2c TieGen: Jul 01, 2023 Activation Phase 2c RIMS: Q3 2023 Independent release Phase 2b Feb 01, 2023 Implementation Phase 2a Oct 01, 2021 Deployment Oct 2021 Activation |
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Phase 1 |
May 07, 2020 Second revised straw proposal posted
Jul 10, 2020 Revised draft tariff language posted |
Nov 19, 2020 FERC approval (ER20-2890)
Jul 22, 2020 Board of Governors approval Jun 30, 2020 EIM Governing Body briefing |
Dec 2020 Deployment
Implementation milestones
Dec 2020 Activation Oct 2022 Implementation - Phase 1 |
Completed |
Outcome: The ISO implemented the Hybrid Resources Phase 2-B project on February 1, 2023. Phase 2-B delivered critical functionality to fully support hybrid resources in the market, building on capabilities introduced in Phase 2-A. This additional functionality included changes to the Master File to help identify hybrids and the ability to process dynamic limits to more effectively manage hybrid resources. It also delivered automated subordinate aggregate capability constraints (ACCs) to support hybrid configurations. Reporting and transparency were improved with changes to Today’s Outlook on www.caiso.com to reflect hybrids in the market.
The ISO implemented the Hybrid Resources Phase 2-A on Dec. 15, 2021. Phase 2-A delivered Ancillary Services and High Sustainable Limit (HSL) capability. It also delivered Multiple Aggregate Capability Constraints (Multi-ACC). This functionality will be available in Phase 2-A through a manual process. A subsequent Phase 2-B delivered the remaining function to fully support hybrid resources.
This project initiated a market model representing multiple resources of different technologies that share a common point-of-interconnection (POI) that may have an aggregate capability constraint (ACC) limit below the combined grid injection/withdrawal capability of all “co-located” resources behind a common ACC. Phase 2 of this initiative will provide energy production units of different technologies the option to model as a single hybrid resource, however, this initial Phase 1 was initiated earlier to model co-located resources as individual resources, in order meet the growing number of new resources that are candidates for the co-located option. In addition, Phase 1 will allow the renewable (variable energy resource) component of hybrid resources to receive CISO forecasts.