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- Data release and accessibility
  With the start up of the California ISO's new market system based on Locational Marginal Pricing (LMP) on April 1, 2009, stakeholders have expressed a desire for the release of additional information that would enable them to better understand market results and participate more effectively in the ISO markets.
  In response, the ISO committed to conducting a stakeholder process to explore the issue of data release and accessibility in ISO markets and to implement appropriate enhancements to its current data provision practices: Phase 1 - Transmission Constraints; Phase 2 - Convergence Bidding Information Release; Phase 3 - Other types of market data to support well-functioning, competitive ISO spot markets, including Price Discovery and Outage Information.
- Data release and accessibility phase 1 - transmission constraints
  With the April 1, 2009 implementation of the California ISO new market system based on Locational Marginal Pricing, stakeholders expressed a desire for the release of additional information enabling them to better understand market results and more effectively participate in the ISO markets. In response, the ISO is conducting a stakeholder process to explore the issue of data release and accessibility in ISO markets and to implement appropriate enhancements to its current data provision practices.
- Data release and accessibility phase 2 - convergence bidding information release
  With the April 1, 2009 implementation of the California ISO new market system based on locational marginal pricing, stakeholders expressed a desire for the release of additional information enabling them to better understand market results and more effectively participate in the ISO markets. In response, the ISO is conducting a stakeholder process to explore the issue of data release and accessibility in ISO markets and to implement appropriate enhancements to its current data provision practices.
- Data release and accessibility phase 3 - market efficiency
  With the April 1, 2009 implementation of the California ISO new market system based on locational marginal pricing, stakeholders expressed a desire for the release of additional information enabling them to better understand market results and more effectively participate in the ISO markets. In response, the ISO is conducting a stakeholder process to explore the issue of data release and accessibility in ISO markets and to implement appropriate enhancements to its current data provision practices.
- Deliverability for distributed generation
  The ISO is proposing a new annual assessment methodology for determining and allocating resource adequacy deliverability for distributed generation resources. Currently, the ISO determines distributed generation deliverability through assessments in the ISO generator interconnection cluster study process. Load serving entities use the deliverability results for their procurement of distribution-connected generation to meet resource adequacy requirements. The new assessment would run parallel to the generation interconnection procedures and be coordinated with the interconnection procedures and the transmission planning process. This initiative is in support of the Governor of California’s goal of 12,000 megawatts of distributed generation by 2020.
- Deliverability of resource adequacy capacity on interties
  The ISO methodology for determining the intertie capacity needed to accommodate resource adequacy supplies currently uses only historical data. This methodology ignores planned capacity upgrades, which can result in interties having a very low or zero capacity value. The ISO is initiating a stakeholder process to explore alternative methodologies for determining the resource adequacy intertie capacity and to consider ways of reducing import barriers for resources developing outside the California ISO.
- Demand response initiative
  The ISO is actively engaged with stakeholders in developing viable wholesale demand response products with direct market participation capability. Products that can be provided by non-generation resources, such as demand response, can be used for power system reliability.
- Demand response net benefits test
  FERC Order No. 745 requires the ISO to implement a net benefits test that establishes a price threshold above which demand response resource bids are deemed cost effective. The ISO must perform a monthly analysis based on historical data from the previous year’s supply curve to identify the price threshold estimate that shows where customer net benefits occur. The ISO must submit supporting documentation to its associated tariff revisions to FERC by July 22, 2011.
- Demand response - proxy demand resource
  The ISO proposes the proxy demand resource product in order to increase demand response participation in the ISO market and respond to stakeholders’ requests for a demand response product that will facilitate the participation of existing retail demand programs in the ISO market.
- Distributed load reference bus
  The ISO is proposing a modification to certain language in Appendix C of its tariff describing the calculation of Locational Marginal Prices (LMPs). Specifically, the ISO proposes a minor modification to the provisions regarding the designation of a Reference Bus as it pertains to the calculation of the marginal cost of energy. The ISO Tariff currently provides that the ISO will use a distributed load Reference Bus in calculating the marginal cost of energy. If accepted for filing, this amendment will explicitly clarify that the ISO has the flexibility to use a distributed generation Reference Bus as a backstop measure in cases where the Integrated Forward Market (IFM) cannot clear using a distributed load Reference Bus.
- Dynamic transfers
  During this stakeholder process we will review the range of dynamic transfer-based services presently offered in the ISO tariff, explore the issues central to the potential expansion of ISO dynamic transfer scheduling policy, and determine any appropriate tariff changes. Areas of potential future expansion of these services include: 1) Expanded use of dynamic import service for conventional resources to include dynamic transfer of intermittent or “renewable” energy resources into the ISO from other Balancing Authority Areas (BAAs), 2) Expansion of present dynamic scheduling functionality to include dynamic export service in the ISO tariff, including renewable energy and/or ancillary services from the ISO to other BAAs, 3) Incorporation of pseudo tie service in the ISO tariff, predicated upon the successful culmination of the two present conventional resource pseudo tie pilots, and 4) Extension of pseudo tie service to include intermittent resources. Outcome The ISO tariff revisions were approved by FERC on September 30, 2011. All changes not requiring software modification were made effective immediately. Dynamic Transfers policy was revised and approved by the Board of Governors with the FERC Order No. 764 Market Changes proposal on May 15, 2013. Dynamic transfer changes requiring market software modification implemented with the FERC Order No. 764 Market Changes stakeholder initiative.