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INITIATIVE:
Hybrid resources

Started: Jul 22, 2019

Leads
Gabe Murtaugh

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. 

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Status

Proposal Development Decision Implementation Completed/Closed
Phase 2
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
Jul 01, 2023* Activation

Phase 2b
Feb 01, 2023 Implementation

Phase 2a
Oct 01, 2021 Deployment
Oct 2021 Activation
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
Dec 2020 Activation
Oct 2022 Implementation - Phase 1
Implementation milestones 		Completed

Phase 2

WEIM Advisory

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.

Training

Presentation - Hybrid Resources Phase 2B Refresher Training 01/23/2023

Video - Hybrid Resources Phase 2B Refresher Training 01/30/2023

Training

Video - Hybrid Resources Phase 2B Metering Review 09/26/2022

Presentation - Hybrid Resources Phase 2B Metering Review 09/23/2022

Training

Presentation - Hybrid Resources Phase 2B Training 08/18/2022

Video - Hybrid Resource Phase 2B Training 08/18/2022


Nov 30, 2020 Letter Order Accepting Tariff Revisions (ER22-540) 12/06/2021


Third Revised Tariff Language - Hybrid Resources Phase 2 - Sep 9, 2021 09/09/2021

Training

Presentation - Hybrid Resources Phase 2a Training 08/30/2021

Video - Hybrid Resources Phase 2a Training - Aug 30, 2021 09/01/2021

Web meeting

Second Revised Draft Tariff Language - Hybrid Resources Phase 2 08/13/2021

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Informational Posting - Constrained Optimization 07/08/2021


Notice of Decisional Classification- Hybrid Resources 06/22/2021

Web meeting

Presentation - Hybrid Resources - Aggregate Capability Constraint for Co-Located Resources - Jun 3, 2021 06/02/2021

Final Proposal - Hybrid Resources - Aggregate Capability Contraint for Co-Located Resources 05/27/2021

Revised Draft Tariff Language - Hybrid Resources - Aggregate Capability Constraint for Co-Located Resources 05/27/2021

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Draft Tariff Language - Aggregate Capability Constraint for Co-Located Resources 04/29/2021

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Web meeting

Presentation - Hybrid Resources - Aggregate Capability Constraint (ACC) Informational Call - Mar 22, 2021 05/06/2021

Informational Posting - Aggregate Capability Constraint 05/06/2021


Revised Draft Tariff Language Subset - Hybrid Resources Phase 2 12/28/2020

Web meeting

Draft Tariff Language - Hybrid Resources Phase 2 11/13/2020

Video - Hybrid Resources Phase 2 - Draft Tariff Language - Dec 8, 2020 12/11/2020

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Web meeting

Revised Final Proposal - Hybrid Resources 10/16/2020

Revised Final Proposal (Redlined) - Hybrid Resources 10/16/2020

Presentation - Hybrid Resources - Final Proposal 10/15/2020

Final Proposal - Hybrid Resources 10/12/2020

Final White Paper - High Sustainable Limit - Hybrid Resources Phase 2 10/14/2020

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Web meeting

Presentation - Hybrid Resources Phase 2 - Draft Final Proposal 08/10/2020

White Paper - High Sustainable Limit - Hybrid Resources Phase 2 08/07/2020

Draft Final Proposal - Hybrid Resources Phase 2 08/10/2020

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Phase 1

Completed
WEIM Advisory

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.


Nov 19, 2020 Letter Order Accepting Tariff Revisions (ER20-2890) 11/23/2020

Web meeting

Comparison of Changes - Revised-to-Second Revised Draft Tariff Language Phase 1 08/14/2020

Second Revised Draft Tariff Language - Hybrid Resources Phase1 08/14/2020

Stakeholder Comments Matrix - Revised Draft Tariff Language - Hybrid Resources Phase 1 08/14/2020

Video - Hybrid Resources Phase 1 - Jul 17, 2020 07/22/2020

Comparison of Changes - Draft-to-Revised Tariff Language - Hybrid Resources Phase 1 07/10/2020

Revised Draft Tariff Language - Hybrid Resources Phase 1 07/10/2020


Notice of Decisional Classification - Hybrid Resources 06/11/2020

Web meeting

Draft Tariff Language - Hybrid Resources - Phase 1 05/26/2020

Stakeholder Comments Matrix - Draft Tariff Language - Hybrid Resources Phase 1 06/17/2020

Web meeting

Market Surveillance Committee 05/26/2020

Web meeting

Addendum - Second Revised Straw Proposal - Hybrid Resources 05/13/2020

Second Revised Straw Proposal - Hybrid Resources 04/29/2020

Presentation - Hybrid Resources - Second Revised Straw Proposal - May 7, 2020 05/07/2020

In-person meeting

Presentation - Hybrid Resources Revised Straw Proposal 12/17/2019

Revised Straw Proposal - Hybrid Resources 12/10/2019

In-person meeting

Presentation - Hybrid Resources - Straw Proposal 10/03/2019

Straw Proposal - Hybrid Resources 09/30/2019

In-person meeting

Presentation - Hybrid Resources Metering Working Group - Aug 27, 2019 08/26/2019

In-person meeting

Presentation - Hybrid Resources - Issue Paper 07/22/2019

Issue Paper - Hybrid Resources 07/18/2019