Advisory Shutdown Minimum Load Cost Disqualification in Bid Cost Recovery Activation effective 8/1/24

The California ISO’s Advisory Shutdown Minimum Load Cost (MLC) Disqualification in Bid Cost Recovery (BCR) implementation via Market, Automated Dispatch System (ADS), Settlements, and Customer Market Results Interface (CMRI) will be active for effective trade date Aug. 1, 2024 onwards.

The ISO has implemented system changes regarding Tariff Section 11.17.2.1 (“Disqualification Based on Advisory Schedules”). Due to a missing data parameter in the settlements system, this section, which went into effect in 2014, was never implemented fully. The ISO is now addressing that issue by creating the missing parameter and implementing other related system updates.

Tariff section 11.17.2.1 disqualifies resources from being credited for minimum load costs (MLC) in the bid cost recovery (BCR) calculations based on the relationship between a resource’s dispatch operating point, minimum load, and the value of a term called the “Shut-Down State Variable.”

The resource shutdown state variable is a mechanism used to track a resource’s positive Uninstructed Imbalance Energy (+UIE) once it receives an advisory shutdown instruction. For resources not following their shutdown instruction, it provides the cumulative MWh over those Real-Time Unit Commitment (RTUC) intervals.

This project addresses a current inability of the market to successfully transmit advisory shutdown instructions, and for Settlements to create a corresponding advisory shutdown flag that is then used as an input to the existing MLC disqualification rules in section 11.17.2.1.

This compliance implementation will include the following deliverables:

• RTM publishing of advisory shutdown instruction to downstream systems
• Enhancement to the Settlement system so it can receive the published advisory shutdown instructions needed to create an advisory shutdown flag input for its existing MLC disqualification assessment formulas for resources.
• Published reports to alert those Scheduling Coordinators with resources receiving an advisory shutdown
• An after-the-fact internal ISO monitoring report to ensure no manipulation of the MLC disqualification occurs prior to, and after, implementation of the compliance action

Real-Time Market

• Publish advisory shutdown instruction to downstream systems

ADS

• Filter all advisory shutdown instructions for RTUC resources from consumption by ADS
• Not filter from consumption by ADS any advisory shutdown RTPD instructions that are intentionally broadcasted from the market or operators

Settlements

• Receive the published advisory shutdown instructions needed to create an advisory shutdown flag input for its existing MLC disqualification assessment formulas for resources

CMRI

• Added new CMRI Advisory Shutdown Report
• Publish reports to alert those Scheduling Coordinators with resources receiving an advisory shutdown

The release and project information is available in the Release User Group presentations available on the Release User Group webpage and on the Release Planning webpage.

Contact information

Please contact Trang Vo at tvo@caiso.com with any questions. For issues, contact the ISO Service Desk at (916) 351-2309 or (888) 889-0450.