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INITIATIVE:
Resource adequacy enhancements

Started: Oct 30, 2018

Leads
Bridget Sparks

The rapid transformation of resources to a cleaner, variable and energy limited fleet is driving the need to re-examine the ISO’s Resource Adequacy program. In this initiative the California ISO, in collaboration with the California Public Utilities Commission and stakeholders, will explore reforms needed to the ISO’s resource adequacy rules, requirements, and processes to ensure the future reliability and operability of the grid.

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Status

Proposal Development Decision Implementation Completed/Closed
Phase 2
Nov 03-04, 2021* Board of Governors meeting (phase 2B)
Q3 2022
Implementation milestones
Phase 1
Mar 25, 2021 Revised draft tariff language posted
Feb 17, 2021 Final proposal posted
May 28, 2021 FERC approval (ER21-1551)
Mar 29, 2021 Tariff amendment (ER21-1551)
Mar 24, 2021 Board of Governors approval
Jun 01, 2021 Deployment
Jun 2021 Activation
Implementation milestones

Phase 2

Phase 2 of this initiative explores methodologies for calculating unforced capacity (UCAP) values for system, local, and flexible resource adequacy (RA) requirements, setting minimum system RA requirements, system RA energy sufficiency testing, resource adequacy import provisions, must offer obligations and bid insertion rules, additional planned outage process enhancements, and modifications to the ISO’s backstop capacity procurement provisions.

Phase 1

OUTCOME: planned outage substitution - The ISO implemented the planned outage substitution functionality on June 7, 2021. This function ensures that all planned outages on Resource Adequacy resources will have substitute capacity within 24 hours of submission of the outage. It will also prevent the extension or expansion of planned outages without additional substitute capacity.

OUTCOME: operationalizing storage - The ISO implemented the Minimum State of Charge (MSOC) functionality into production on June 30, 2021. The Minimum State of Charge (MSOC) had triggered on several occasions when a Residual Unit Commitment (RUC) shortage was identified in the Day-Ahead Market. Overall battery participation on days when hot weather is experienced has been adequate, and there have been minimal intervals when the MSOC constraints have imposed restrictions. We expect there could still be several days when RUC shortages occur through about mid-September 2021, and the team will continue monitoring storage and implemented functionality through this period. So far, there are no significant concerns about storage participation on hot days.


May 28, 2021 Order Accepting Resource Adequacy Enhancements (ER21-1551) 06/01/2021

Training

Resource Adequacy Enhancements Phase 1 - Apr 21, 2021 Updated 04/20/2021

RA Enhancements Follow Up Questions 04/27/2021

RA Enhancements Phase 1 Training Video 04/27/2021


Apr 28, 2021 Motion for Leave to Answer and Answer to Comments and Protests - Resource Adequacy Enhancements (ER21-1551) 06/01/2021


Mar 29, 2021 Tariff Amendment - Resource Adequacy (RA) Enhancements (ER21-1551) 06/01/2021


Revised Draft Tariff Language - Resource Adequacy Enhancements Phase 1 03/25/2021

Web meeting

Market Surveillance Committee meeting - Mar 23, 2021 09/02/2021

Web meeting

Video - Resource Adequacy Enhancements Phase 1 - Mar 22, 2021 03/26/2021

Draft Tariff Language - Resource Adequacy Enhancements Phase 1 03/03/2021

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Web meeting

Video - Resource Adequacy Enhancements - Feb 23, 2021 02/25/2021

Presentation - Resource Adequacy Enhancements Phase 1 - Feb 23, 2021 02/19/2021

Resource Adequacy Enhancements - Phase 1 Final Proposal 03/23/2021
Reposted on 3/23 to reflect updates to the Minimum State of Charge proposal.

Resource Adequacy Enhancements - Phase 1 Final Proposal - Redline 03/23/2021
Reposted on 3/23 to reflect updates to the Minimum State of Charge proposal.

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Web meeting

Presentation - Resource Adequacy Enhancements Sixth Revised Straw Proposal - Jan 15, 2021 01/11/2021

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Web meeting

Day 3 of three-day meeting.

Day 3 Presentation - Resource Adequacy Enhancements - Draft Final Proposal and Sixth Revised Straw Proposal 01/06/2021

Web meeting

Day 2 of three-day meeting. Day 3 meeting is on January 7.

Day 2 Presentation - Resource Adequacy Enhancements - Draft Final Proposal and Sixth Revised Straw Proposal 01/06/2021

Web meeting

Day 1 of three-day meeting. Day 2 meeting is on January 6.

Day 1 Presentation - Resource Adequacy Enhancements - Draft Final Proposal and Sixth Revised Straw Proposal 01/06/2021

UCAP Assessment Hours April 2018 to October 2020 12/23/2020

Draft Final Proposal and Sixth Revised Straw Proposal - Resource Adequacy Enhancements 12/21/2020

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Web meeting

Presentation - Market Surveillance Committee Meeting - Resource Adequacy Enhancements 11/12/2020

Web meeting

Presentation - Resource Adequacy Enhancements - Nov 12, 2020 11/11/2020

Preliminary Portfolio Analysis - Resource Adequacy Enhancements 11/06/2020

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Web meeting

Market Surveillance Committee 10/07/2020

Web meeting

Day 2 of a two-day meeting. Materials for this meeting are available under the September 15 meeting activity below.

Web meeting

This is Day 1 of a two-day meeting. Day 2 meeting is on September 17.

Presentation - Resource Adequacy Enhancements - Sep 15 and 17 Working Group 09/14/2020

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Web meeting

Comments Template - Resource Adequacy Enhancements - Fifth Revised Straw Proposal 07/30/2020
Comments due to initiativecomments@caiso.com by August 7

Presentation - Resource Adequacy Enhancements - Fifth Revised Straw Proposal 07/15/2020
Updated 7/15 to reflect agenda changes

Fifth Revised Straw Proposal - Resource Adequacy Enhancements 07/07/2020

Web meeting

Presentation - Resource Adequacy Enhancements - Jun 10, 2020 06/08/2020

UCAP Counting Example 1 06/08/2020

UCAP Counting Example 2 06/08/2020

UCAP Counting Example 3 06/08/2020

Web meeting

Presentation - Resource Adequacy Enhancements - Fourth Revised Straw Proposal 03/20/2020

Fourth Revised Straw Proposal - Resource Adequacy Enhancements 03/17/2020


Import Tariff Matrix - Feb 04, 2020 02/04/2020

In-person meeting

Day 1 Presentation - Resource Adequacy Enhancements - Third Revised Straw Proposal 01/06/2020

Day 2 Presentation - Resource Adequacy Enhancements - Third Revised Straw Proposal 01/06/2020

Agenda - Resource Adequacy Enhancements - Jan 7-8, 2020 01/03/2020

Third Revised Straw Proposal - Resource Adequacy Enhancements 12/20/2019

In-person meeting

Presentation - Market Surveillance Committee Meeting - Resource Adequacy Enhancements 12/13/2019

In-person meeting

Draft Final Proposal - Local Resource Adequacy with Availability-Limited Resources and Slow Demand Response 10/03/2019

Second Revised Straw Proposal - Resource Adequacy Enhancements 10/03/2019

Agenda - Resource Adequacy Enhancements - Oct 9, 2019 10/07/2019

Presentation - Resource Adequacy Enhancements - Second Revised Straw Proposal 10/08/2019

In-person meeting

Revised Straw Proposal - Resource Adequacy Enhancements 07/02/2019

Agenda - Resource Adequacy Enhancements - Jul 8-9, 2019 07/03/2019

Presentation - Resource Adequacy Enhancements - July 8-9, 2019 07/05/2019

In-person meeting

Presentation - Resource Adequacy Enhancements - Apr 8 and 9, 2019 04/08/2019

In-person meeting

Straw Proposal Part 2 - Resource Adequacy Enhancements 02/28/2019

Presentation - Resource Adequacy Enhancements - March 6, 2019 03/05/2019

In-person meeting

Straw Proposal Part 1 - Resource Adequacy Enhancements 12/20/2018

Presentation - Resource Adequacy Enhancements - Jan 23, 2019 01/22/2019

In-person meeting

Issue Paper - Resource Adequacy Enhancements 10/22/2018

Agenda and Presentation - Resource Adequacy Enhancements - Oct 30, 2018 10/29/2018