Notice
Oct. 26, 2023
REQUESTED ACTION
Information Only
CATEGORIES
Information Technology
Markets
Operations
Fall 2023 Release activation effective trade date 11/1/23
MESSAGE

The California ISO Fall 2023 Release activation for Energy Storage Enhancements State of Charge Constraints, Energy Storage Enhancements Track 2, Maximum Import Capability Enhancements, Hybrid Resources Phase 2C - Metered Quantities, and Washington WEIM Greenhouse Gas Enhancements will be effective for trade date Nov. 1, 2023.

 

The release and project information are available in the Release User Group presentations available on the User groups and recurring meetings webpage and on the Release Planning webpage.

 

Energy Storage Enhancements State of Charge Constraints

 

Scope:

  • Regulation Award Clarifications: Include expected impacts from regulation in State of Charge (SOC)

  • Impacted Systems: Market

     

    Energy Storage Enhancements Track 2

     

    Scope:

    • Reliability Enhancements
      • Allow for Exceptional Dispatches (EDs) to be issued for storage resources to hold SOC
        • Develop functionality within ED User Interface; automate existing excel tool functionality
        • Storage may receive a traditional ED or an SOC ED, but not both
      • Moved from Track 1 to Track 2: Include lost opportunity cost from not generating in storage resource compensation due to Exceptional Dispatch (ED) to hold SOC (i.e. 0 MW ED)
        • Calculate counterfactual energy revenues with and without the SOC Hold ED
        • If prices are below bids counterfactuals will not include discharges
        • Use actual LMPs (the ISO will not generate counterfactual LMPs)
        • Include SOC Hold ED period through the end of the day in time horizon
        • Different Settlement process than traditional ED
    • Co-Located Model Enhancements
      • Develop an electable co-located model available to all storage resources
        • Storage schedules to never exceed renewable schedules (i.e. no grid charging)
        • Storage may deviate down to match solar, when solar is producing less than schedules in real-time
        • Deviations to be subject to imbalance energy charges
        • Require storage resources to submit outages when depleted and unable to charge
        • Require all resources to respond to operator and ED instructions within physical bounds of operation
      • Allow for co-located pseudo-tie resources to apply Aggregate Capability Constraint (ACC)
        • Resources under an ACC must be pseudo-tied from the same BAA.

    Impacted Systems: Master File, Scheduling Infrastructure Business Rules (SIBR), Market, Customer Market Results Interface (CMRI), Open Access Same-time Information System (OASIS), Settlements, and Resource Interconnection Management System (RIMS).


    Maximum Import Capability Enhancements

     

    Scope:

    • Additional transparency with making data publicly available
    • Inclusion of contractual data from non-CPUC jurisdictional LSEs into the main portfolio
    • Request for MIC expansion
    • Give “same day priority” to the step 13 unallocated Remaining Import Capability for LSEs with existing RA Contracts
    • Update Tariff and BPM language to be consistent with current approved practice

    • Impacted Systems: Customer Interface for Resource Adequacy (CIRA) and OASIS


      Hybrid Resources Phase 2C – Metered Quantities

      Scope: System shall allow the scheduling coordinator of a hybrid resource the ability to submit metered quantities on a component ID only. SC must submit metered quantities for all components IDs on the hybrid Resource. This ability will be available regardless if the resource is a CAISO metered entity or scheduling coordinator metered entity.

      Impacted Systems: Internal System


      Washington WEIM Greenhouse Gas Enhancements

      Scope:

      • Identify resources within WA State boundary
      • Update WA State associated resources’ greenhouse gas (GHG) reference levels with dynamic pricing using vendor-provided indices
        • Note: while Tariff stipulates use of static pricing as an interim measure prior to the first Washington allowance auction, due to implementation timing, this is not anticipated to be necessary. This first auction is scheduled for Feb. 28, 2023.
      • Calculate and publish monthly projected GHG prices for Washington State
      • Develop reports to support WEIM Entity annual reporting to Washington State

      • Impacted Systems: Master File, SIBR, Market, CMRI, OASIS, and Settlements

         
        Customers are encouraged to contact Trang Vo at tvo@caiso.com or release@caiso.com for any questions.

CONTACT INFORMATION

Please contact Trang Vo at tvo@caiso.com or release@caiso.com with any questions.

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