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INITIATIVE:
Real-time settlement review

EIM
E3
Started: Aug 13, 2020

Leads
James Friedrich

The scope of this initiative is to identify and address any inappropriate cost shifting that may be occurring in ISO’s real-time market between the Western Energy Imbalance Market (EIM) balancing authority areas. This initiative is intended to fulfill the commitment the ISO made during the Real-Time Market Neutrality Settlement initiative to more comprehensively review real-time market settlements to identify any remaining inappropriate cost shifting.

Relevant notices Contact us

Status

Proposal Development Decision Implementation Completed/Closed
Oct 21, 2020 Draft final proposal posted
Apr 30, 2021 FERC approval in part/rejection in part (ER21-955)
Mar 25, 2021 Amendment to filing (ER21-955)
Jan 27, 2021 Tariff amendment filing (ER21-955)
Dec 17, 2020 Board of Governors approval
Dec 02, 2020 EIM Governing Body approval (settlement rule changes)
Phase 2:
Nov 01, 2021 Deployment
Nov 2021 Activation

Phase 1:
May 01, 2021 Deployment
May 2021 Activation
Implementation milestones

Activities

Training Phase 2

Presentation - Real-Time Settlements Review Phase 2 08/25/2021

Video - Real-Time Settlements Review Phase 2 - Aug 25, 2021 08/31/2021


Apr 30, 2021 Order Accepting in Part, Rejecting in Part Tariff Revisions - Energy Imbalance Market (ER21-955) 05/04/2021


Mar 25, 2021 Amendment to Tariff Changes - EIM Enhancements - Real-Time Settlements and Base Schedule Enhancements (ER21-955) 03/25/2021


Jan 27, 2021 Tariff Amendment - EIM Enhancements - Real-Time Settlements and Base Schedule Timelines (ER21-955) 02/04/2021


Notice of Decisional Classification - Real-Time Settlements Review 11/23/2020

Web meeting

Video - Real-Time Settlement Review - Nov 19, 2020 11/24/2020

Revised Draft Tariff Language - Real-Time Settlement Review 11/19/2020

Draft Tariff Language - Real-Time Settlement Review 11/05/2020

Web meeting

Video - Real-Time Settlement Review - Oct 28, 2020 11/02/2020

Presentation - Real-Time Settlement Review Draft Final Proposal - Oct 28, 2020 10/26/2020

Draft Final Proposal - Real-Time Settlement Review 10/21/2020

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Web meeting

Video - Real-Time Settlement Review Unaccounted for Energy Settlement Example - Sep 29, 2020 06/15/2021

Example - Real-Time Settlement Review - Unaccounted for Energy Settlement 06/14/2021

Web meeting

Issue Paper and Straw Proposal - Real-Time Settlement Review 08/17/2020

Presentation - Real-Time Settlement Review 08/27/2020

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