Annual policy initiatives roadmap process - 2024

Started: Oct 31, 2023

Leads
Amelia Blanke
Alyssa Krag-Arnold

The annual catalog and roadmap process captures the policy initiatives the ISO will undertake in the following three years. Stakeholders may propose potential discretionary policy initiatives in January and February. Following a stakeholder-led prioritization process in the spring, the ISO will publish the catalog, which is a focused list of potential discretionary policy initiatives. The catalog will help inform the development of the roadmap, published at the end of the year.

 

Status

Development Decision Implementation Completed/Closed
Dec 12, 2024 2024 Final policy initiatives roadmap and dispositions
Nov 13, 2024 Draft policy roadmap posted
Dec 18, 2024 Briefing to Board of Governors and WEM Governing Body
Completed

Activities


The California ISO has published the 2024 Final Policy Initiatives Roadmap and dispositions of submitted initiatives to its website. The Roadmap document describes the updated process that the ISO undertook over the course of 2024 to solicit stakeholder submissions, facilitate discourse among stakeholders about their submissions, consider stakeholder prioritization, and incorporate that feedback into the ISO’s final policy initiative work plan for 2025-2027. The document also includes dispositions, or outcomes of the ISO’s prioritization process, for stakeholder submissions to the Catalog. These dispositions describe why or why not the ISO was able to incorporate each submission into the Roadmap or other ISO planning process.

https://stakeholdercenter.caiso.com/InitiativeDocuments/2024-Final-Policy-Initiatives-Roadmap-and-Disposition.pdf

2024 Final Policy Initiatives Roadmap and Disposition

https://stakeholdercenter.caiso.com/InitiativeDocuments/Appendix-A-2024-Final-Policy- Roadmap.xlsx

Appendix A - 2024 Final Policy Roadmap

https://stakeholdercenter.caiso.com/InitiativeDocuments/Appendix-B-2024-Final-Dispositions.xlsx

Appendix B - 2024 Final Dispositions


Board of Governors and WEM Governing Body

https://www.caiso.com/documents/briefing-on-final-policy-initiatives-roadmap-presentation-dec-2024.pdf https://www.caiso.com/documents/policy-initiatives-timeline-update-dec-2024.pdf


https://stakeholdercenter.caiso.com/InitiativeDocuments/2024-Draft-Policy-Initiatives-Roadmap.xlsx

2024 Draft Policy Initiatives Roadmap
This spreadsheet is the culmination of the 2024 Policy Catalog and Roadmap process, and describes the planned policy development timeline for existing and new market policy initiatives for 2025-2027.


https://stakeholdercenter.caiso.com/InitiativeDocuments/2024-FinalDiscretionaryPolicyInitiativesCatalog-AnnualPolicyInitiativesRoadmapProcess.pdf

2024 Final Discretionary Policy Initiatives Catalog - Annual Policy Initiatives Roadmap Process

https://stakeholdercenter.caiso.com/InitiativeDocuments/Appendix1-DescriptionofInitiatives-AnnualPolicyInitiativesRoadmapProcess.xlsx

Appendix 1 - Description of Initiatives - Annual Policy Initiatives Roadmap Process

https://stakeholdercenter.caiso.com/InitiativeDocuments/Appendix2-2024-NonCatalogItems-AnnualPolicyInitiativesRoadmapProcess.xlsx

Appendix 2 - 2024 Non Catalog Items - Annual Policy Initiatives Roadmap Process

Web meeting


https://youtu.be/UzlL6jofCUI https://stakeholdercenter.caiso.com/InitiativeDocuments/2024-DraftDiscretionaryPolicyInitiativesCatalog-AnnualPolicyInitiativesRoadmapProcess.xlsx

2024 Draft Discretionary Policy Initiatives Catalog - Annual Policy Initiatives Roadmap Process

https://stakeholdercenter.caiso.com/InitiativeDocuments/2024-NonCatalogItems-AnnualPolicyInitiativesRoadmapProcess.xlsx

2024 Non-Catalog Items - Annual Policy Initiatives Roadmap Process

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Annual-Policy-Roadmap-Catalog-prioritization-Jun12-2024.pdf

Presentation - Annual Policy Roadmap Catalog Prioritization Working Group 4 - Jun 12, 2024

Web meeting


https://youtu.be/C4kF4phZuSs

Working Group Session 3

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Annual-Policy-Roadmap-Catalog-prioritization-working-group-3-May15-2024.pdf

Presentation - Annual Policy Roadmap Catalog Prioritization Working Group 3 - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Middle-River-Power-Multi-Stage-Generating-Units-within-Aggregate-Capability-Constraints-May15-2024.pdf

Middle River Power - Multi-Stage Generating Units within Aggregate Capability Constraints - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Gridstor-Enable-Non-Generating-Resources-to-Participate-in-Inter-SC-Trade – 05-15-24.pdf

Gridstor-Enable Non-Generating Resources to Participate in Inter-SC Trade - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Terra-Gen-HybridandCo-LocatedResourceEnhancements-May-15-2024.pdf

Terra-Gen - Hybrid and Co-Located Resource Enhancements - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/PGE-DR-Settlement-Method-May15-2024.pdf

PG&E - Demand Response (DR) Settlement Method - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/PGE-CAISO-BAA-Reliability-and-CAISO-Day-AheadSelf-Scheduled-Exports-May15-2024.pdf

PG&E - CAISO BAA Reliability and CAISO Day-Ahead Self-Scheduled Exports - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/PGE-Long-Duration-Storage-and-RT-AS-Reoptimization-Initiative-Proposals-May15-2024.pdf

PG&E - Long Duration Storage and Real-time Ancillary Services (RT AS) Reoptimization Initiative Proposals - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/CalCCA-Joint-LSE-MIC-Catalog-Submission-May15-2024.pdf

CalCCA - Joint LSE Maximum Import Capability (MIC) Catalog Submission - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/NCPA-Hydrogen-Electrolyzer-Market-Participation-May-15-2024.pdf

NCPA - Hydrogen Electrolyzer - Market Participation - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/VistraCorp-Storage-Outage-Management-Improvements-May-15-2024.pdf

VistraCorp - Storage Outage Management Improvements - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/CPUC-Hourly-Shaping-Factor-May-15-2024.pdf

CPUC - Hourly Shaping Factor - May 15, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/CPUC-Resource-Adequacy-Availability-Incentive-Mechanism-May-15-2024.pdf

CPUC - Resource Adequacy Availability Incentive Mechanism - May 15, 2024

Web meeting


Working Group Session 2

https://www.youtube.com/watch?v=J-6qc2LpYHc https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Annual-Policy-Roadmap-Catalog-working-group-May8-2024.pdf

Presentation - Annual Policy Roadmap Catalog Working Group - May 8, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-WesternEIM-Regional-Issues-Forum-Roundtable-May82024.pdf

Presentation - Western EIM Regional Issues Forum Roundtable - May 8, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/WPTF-EDAM-WEIM-Intertie-Bidding-for-Policy-Roadmap-May8-2024.pdf

WPTF - EDAM WEIM Intertie Bidding for Policy Roadmap 2024 - May 8, 2024

https://www.westerneim.com/Documents/Regional_Issues_Forum_Policy_Roundtable_Report.pdf

Web meeting


Working Group Session 1

https://youtu.be/a2H1RzmI3NM https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Annual-Policy-Roadmap-Catalog-prioritization-working-group-1-Apr-22-2024.pdf

Presentation - Annual Policy Roadmap Catalog Priotization Working Group #1 - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Cal-Advocates-Competitive-Bidding-Apr-22-2024.pdf

Cal Advocates - Competitive Bidding - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/DMM-Congestion-revenue-rights-Apr-22-2024.pdf

DMM - Congestion Revenue Rights - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Joint-DR-Modified-Proxy-Demand-Resource-Apr-22-2024.pdf

Joint DR - Modified Proxy Demand Resource - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/CLECA-RDRR-minimum-on time-and-fixed-cost-dispatch-Apr-22-2024.pdf

CLECA - RDRR Minimum On Time and Fixed Cost Dispatch - Apr 22, 2024

https://www.caiso.com/Documents/Final-Proposal-Reliability-Demand-Response-Resource-Mimimum-on-Time-Jan18-2024.pdf#search=Final%2DProposal%2DReliability%2DDemand%2DResponse%2DResource%2DMimimum%2Don%2DTime%2DJan18%2D2024%2Epdf https://stakeholdercenter.caiso.com/InitiativeDocuments/CDWR-Counter-Flow-CRR-Allocations-Apr-22-2024.pdf

CDWR - Counter Flow CRR Allocations - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/CDWR-CRR-onpeak-super-peak-Apr-22-2024.pdf

CDWR - CRR On Peak and Super Peak - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/CDWR-global-derate-factor-Apr-22-2024.pdf

CDWR - Global Derate Factor - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/WPTF-CRR-Enhancements-Apr-22-2024.pdf

WPTF - CRR Enhancements - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/PacifiCorp-Demand-Response-Request-Apr-22-2024.pdf

PacifiCorp - Demand Response Request - Apr 22, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/VistraCorp-Transmission-Planning-Enhancements-Apr-22-2024.pdf

VistraCorp- Transmission Planning Enhancements - Apr 22, 2024


WEIM Regional Issues Forum Roundtable

https://www.westerneim.com/Documents/Presentation-WEIMRegionalIssuesForumRoundtableDiscussion.pdf

Summary of 2024 Annual Catalog Submissions


https://stakeholdercenter.caiso.com/InitiativeDocuments/Summary-of-2024-Annual-Catalog-Submissions.xlsx

Summary of 2024 Annual Catalog Submissions

Web meeting


https://youtu.be/mmIQFJB9ZD8 https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-PolicyInitiativesCatalog-RoadmapProcess2024-Jan30-2024.pdf

Presentation - Policy Initiatives Catalog and Roadmap Process 2024 - Jan 30, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-WesternEIM-Regional-Issues-Forum-Roundtable-Jan30-2024.pdf

Presentation - Western EIM Regional Issues Forum Roundtable - Jan 30, 2024
Overview and Update

https://www.westerneim.com/Pages/Governance/RegionalIssuesForum.aspx
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Please visit the Policy Initiatives Roadmap and Catalog process update - Oct. 24, 2023 on the Miscellaneous stakeholder meetings webpage for meeting materials and comment.

http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=3177460B-4F8D-4668-8703-72BCE0773328