INITIATIVE:
Storage design and modeling

Started: Nov 25, 2024

Leads
Sergio Dueñas Melendez, Dinesh Das Gupta

This initiative explores enhancements to energy storage market design, modeling, and processes.

Explore enhancements to energy storage market design, modeling, and processes. Efforts are organized into four topic groups:

(1) Outage management: Enhance ISO business practices and systems to better reflect the unique characteristics of battery storage resources and their impacts on outages and operational capabilities.

(2) Uplift and Default Energy Bids: Reform energy storage bid cost recovery provisions and default energy bids. Bid cost recovery, also referred to as uplift, is the additional payment to resources to ensure compensation for applicable costs when the revenues from following market dispatch are insufficient. Default energy bids are previously agreed upon bids that the ISO may use to limit the ability of local market power to affect market outcomes.

(3) State-of-Charge management: Consider enhancements to the tools available to scheduling coordinators and the ISO to manage the state-of-charge of storage resources.

(4) Mixed fuel and distribution-level resources: Improve ISO business and modeling practices regarding mixed-fuel configurations. Mixed-fuel configurations are generation facilities with multiple technologies, participating as a hybrid resource or co-located resources.

For an overarching view of where each initiative is in the development process, view the Policy Initiatives Timeline (updated weekly).

Status

Proposal Development Decision Implementation Completed/Closed
Sep 15, 2026* Paper posting
Sep 22, 2026* Hybrid Meeting
Oct 07, 2026* Comments due

Activities

Hybrid meeting


Session 15 – Uplift, Default Energy Bids, and State-of-Charge Management

Straw Proposal - Storage Design and Modeling - Uplift, Default Energy Bids, and State-of-Charge Management - Jul 15, 2026

Presentation - Storage Design and Modeling - Jul 22, 2026

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Hybrid meeting


Session 14 - Topic 1 Outage Management

Presentation - Storage Design and Modeling - May 18, 2026

Second Straw Proposal on Outage Management Topic Group - Storage Design and Modeling - May 07, 2026

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Web meeting


Session 13 - Topic 4 Issue Paper and Straw Proposal on Mixed-Fuel Resources

Additional Headroom Limit Examples - Storage Design and Modeling - Mar 27, 2026

Issue Paper and Straw Proposal on Mixed-Fuel Resources - Mar 09, 2026

Presentation - Storage Design and Modeling - Mar 16, 2026

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Web meeting


Working Group Session 12 - Uplift and Default Energy Bids (DEB), Outage Management, and State-of-Charge Management

Presentation - Storage Design and Modeling - Jan 22, 2026

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Discussion and Issue Paper - Storage Design and Modeling - Uplift and Default Energy Bid - Dec 12, 2025

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Web meeting


Working Group Session 11 - Outage Management, Uplift and Default Energy Bids (DEB), and Mixed-Fuel and Distribution-Level Resources

Presentation - Storage Design and Modeling - Dec 04, 2025

Hybrid meeting


Working Group Session 10 - Uplift and Default Energy Bids (DEB), State-of-Charge Management, and Mixed-Fuel and Distribution-Level Resources

Presentation - Storage Design and Modeling - Nov 12, 2025

Pacific Gas and Electric Presentation - Storage Design and Modeling - Nov 12, 2025

Rev Renewables - Presentation Storage Design and Modeling - Nov 12, 2025

Vistra Presentation- Storage Design and Modeling - Nov 12, 2025

Dartmouth Presentation - Storage Design and Modeling - Nov 12, 2025

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Web meeting


Working Group Session 9 - Uplift and Default Energy Bids (DEB), State-of-Charge Management, and Mixed-Fuel and Distribution-Level Resources

Fluence Energy Presentation - Storage Design and Modeling - Sep 29, 2025

Wellhead Power Services and GridSME Presentation - Storage Design and Modeling - Sep 29, 2025
GridSME on behalf of Wellhead Power Services

Presentation - Storage Design and Modeling - Sep 29, 2025

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Web meeting


Working Group Session 8 - Revised Straw Proposal on Outage Management

Revised Straw Proposal - Storage Design and Modeling - Outage Management

Presentation - Storage Design and Modeling - Aug 14, 2025

CESA Presentation - Storage Design and Modeling - Aug 14, 2025

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Web meeting


Working Group Session 7 - Mixed-Fuels and Distributed-Level Resources

Discussion Paper - Storage Design and Modeling - Mixed-Fuels and Distribution-Level Resources

Presentation - Storage Design and Modeling - Jun 30, 2025

DMM Presentation - Battery Bid Cost Recovery Discussion - Jun 30, 2025

Nextera Presentation - Storage Design and Modeling - Jun 30, 2025

Terra-Gen Presentation - Hybrid Issues Storage Design and Modeling - Jun 30, 2025

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Web meeting


Working Group Session 6 - Outage Management, Uplift & DEB,
and SOC Management

Presentation - Storage Design and Modeling - May 28, 2025

Presentation - PG&E Presentation - Storage Design and Modeling - May 28, 2025

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Web meeting


Working Group Session 5 - Outage Management Working Group & SOC
Management & Capacity Awards

Presentation - Storage Design and Modeling - May 09, 2025

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Web meeting


Working Group Session 4 - State of Charge Management and Capacity Awards

Presentation - State of Charge Management Capacity Awards - Apr 14, 2025

Market Operations BPM Redlines - State of Charge Management and Capacity Awards - Mar 04, 2025

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Issue Paper and Straw Proposal on Outage Management, Nonlinearity, and State of Charge Clarification

Web meeting


Working Group Session 3 - Outage Management, Uplift, & DEB Distribution-Level & Paired Resources Working Group

Presentation - Storage Design and Modeling - Feb 20, 2025

Terra-Gen Presentation - Storage Design and Modeling - Feb 20, 2025

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Web meeting


Working Group Session 2 - Outage Management, Uplift, & DEB and SOC
Management Working Group

Presentation - Storage Design and Modeling - Jan 23, 2025

Presentation - Vistra - Storage Design and Modeling - Jan 23, 2025

Web meeting


Working Group Session 1 - Initial Discussion and Bid Cost Recovery (BCR), Default Energy Bid (DEB) and Outage Management System (OMS)

Presentation - Storage Design and Modeling - Dec 11, 2024

Department of Market Monitoring Presentation - Storage Design and Modeling - Dec 11, 2024

Pacific Gas and Electric Presentation - Storage Design and Modeling - Dec 11, 2024

Vistra Corp Presentation - Storage Design and Modeling - Dec 11, 2024

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