INITIATIVE:
Energy storage enhancements

Started: Feb 01, 2021

Leads
Daniel Johnson

This initiative aims to enhance the optimization, dispatch, and settlement of energy storage and other similarly-situated resources, through developing bid enhancements to help resources accurately represent their marginal costs in the real-time market; ensure the ISO has sufficient state-of-charge to cover critical hours; and explore modifications to the ISO’s exceptional dispatch and bid cost recovery mechanisms.

Status

Proposal Development Decision Implementation Completed/Closed
Oct 02, 2023 Workshop paper posted
Mar 15, 2023 Revised draft tariff language posted
Oct 27, 2022 Final proposal posted

Nov 03, 2023 - Informational filing of effective date track 1 and track 2 (ER23-2537 and ER23-1533)
Sep 29, 2023 FERC approval (ER23-2537)
Aug 01, 2023 Tariff amendment track 2 (ER23-2537)
Jul 17, 2023 Information filing effective date (ER23-1533)
Jun 01, 2023 FERC approval (ER23-1533)
Mar 31, 2023 Tariff amendment (ER23-1533)
Dec 14, 2022 ISO Board of Governors and WEIM Governing Body approval
Summer 2023 Track 1
Jul 01, 2023 Activation
Fall 2023 Track 2
Nov 01, 2023 Activation
Implementation milestones
Completed

Activities

Web meeting


https://youtu.be/hSTfR4G8jXg https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Energy-Storage-Enhancements-Implementation-Update-Oct-9-2023.pdf

Presentation - Energy Storage Enhancements Implementation Update - Oct 9, 2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/Workshop-Paper-Energy-Storage-Enhancements-State-of-Charge-Implementation-Update-Oct-2-2023.pdf

Workshop Paper - Energy Storage Enhancements - State of Charge Implementation Update - Oct 2, 2023

Filing


http://www.caiso.com/Documents/Nov3-2023-Informational-Filing-of-Effective-Date-EnergyStorageEnhancements-Phase1-and2-ER23-1533-ER23-2537.pdf http://www.caiso.com/Documents/Sep29-2023-OrderAcceptingEnergyStorangeEnhancementsPhase2-ER23-2537.pdf http://www.caiso.com/Documents/Sep6-2023-Answer-Comments-EnergyStorageEnhancements-Phase2-ER23-2537.pdf http://www.caiso.com/Documents/Aug1-2023-TariffAmendment-EnergyStorageEnhancements-Phase2-ER23-2537.pdf

Training


https://youtu.be/J2jxr2M-Sdc https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Energy-Storage-Enhancements-Track-2-Training.pdf

Presentation - Energy Storage Enhancements Track 2 Training
Updated presentation

Hybrid meeting


https://youtu.be/3CjBhBNdezw https://stakeholdercenter.caiso.com/InitiativeDocuments/Energy-Storage-Enhancements-Workshop-Paper-Jul-31-2023.pdf

Energy Storage Enhancements Workshop Paper - Jul 31, 2023
State of Charge Formula

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Energy-Storage-Enhancements-Aug3-2023.pdf

Presentation - Energy Storage Enhancements - Aug 3, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/PG-E-Presentation-Energy-Storage-Enhancements-Aug3-2023.pdf

PG&E Presentation - Energy Storage Enhancements - Aug 3, 2023

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Training


https://youtu.be/g3iccbugvsg https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Energy-Storage-Enhancements-Track-1-Refresher-Training.pdf

Presentation - Energy Storage Enhancements Track 1 Refresher Training

Filing


http://www.caiso.com/Documents/Jul17-2023-InformationalFiling-EffectiveDate-Part1-EnergyStorageEnhancements-ER23-1533.pdf http://www.caiso.com/Documents/Jun1-2023-OrderAcceptingTariffAmendment-EnergyStorageEnhancements-ER23-1533.pdf http://www.caiso.com/Documents/May3-2023-Motion-Answer-Answer-Protest-Vistra-EnergyStorageEnhancements-ER23-1533.pdf http://www.caiso.com/Documents/Mar31-2023-Tariff-Amendment-EnergyStorageEnhancements-ER23-1533.pdf

Training


https://youtu.be/j68EwuXlF5c https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Energy-Storage Enhancements-Track-1-Training.pdf

Presentation - Energy Storage Enhancements Track 1 Training


https://stakeholdercenter.caiso.com/InitiativeDocuments/Revised-Draft-Tariff-Language-Energy-Storage-Enhancements.docx

Revised Draft Tariff Language - Energy Storage Enhancements

Web meeting


https://youtu.be/bxYySFJNMSY https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-Feb28-2023.pdf

Presentation - Energy Storage Enhancements - Feb 28, 2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-EnergyStorageEnhancements.docx

Draft Tariff Language - Energy Storage Enhancements

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https://www.caiso.com/Documents/DecisiononEnergyStorageEnhancementsMemo-Dec2022.pdf

Web meeting


https://youtu.be/vlDo-zdYIqU https://stakeholdercenter.caiso.com/InitiativeDocuments/FinalProposal-EnergyStorageEnhancements.pdf

Final Proposal - Energy Storage Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Energy Storage Enhancements-10-31-2022.pdf

Presentation - Energy Storage Enhancements - Oct 31, 2022

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Web meeting


Market Surveillance Committee meeting

http://www.caiso.com/Documents/EnergyStorageEnhancements-Presentation-September19_2022.pdf http://www.caiso.com/Documents/Sep19-2022-TariffAmendment-EnergyStorageBidCostRecovery-ER22-2881.pdf

Web meeting


Workshop

https://youtu.be/EteC-27WRQw https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-Sep12-2022.pdf

Presentation - Energy Storage Enhancements - Sep 12, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/PG&EPresentation-EneryStorageEnhancements-Sep12-2022.pdf

PG&E Presentation - Energy Storage Enhancements - Sep 12, 2022

Web meeting


https://youtu.be/h1jnr-b70lw https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftFinalProposal-EnergyStorageEnhancements.pdf

Draft Final Proposal - Energy Storage Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-Aug25-2022.pdf

Presentation - Energy Storage Enhancements - Aug 25, 2022

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Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Addendum-Second-Revised-Straw-Proposal-Energy-Storage-Enhancements.pdf

Addendum - Second Revised Straw Proposal - Energy Storage Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-July28-2022.pdf

Presentation - Energy Storage Enhancements - Jul 28, 2022

https://youtu.be/fjEAfAS9hWY

Web meeting


https://youtu.be/-aAIFoy38Pg https://stakeholdercenter.caiso.com/InitiativeDocuments/Second-Revised-Straw-Proposal-Energy-Storage-Enhancements.pdf

Second Revised Straw Proposal - Energy Storage Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-July7-2022.pdf

Presentation - Energy Storage Enhancements - Jul 7, 2022

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https://stakeholdercenter.caiso.com/InitiativeDocuments/ISOResponses-CommentsMatrix-EnergyStorageEnhanacements-May2022.pdf

Stakeholder Comments Matrix and ISO Responses, Energy Storage Enhancements - May 2022

Web meeting


https://youtu.be/Osb_TRuPqOI https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-Introductions-April-13-2022.pdf

Presentation - Energy Storage Enhancements - Introductions - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/AES-Presentation-Energy-Storage-Enhancements-Apr13-2022.pdf

AES Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/Clean-Power-Alliance-Presentation-Energy-Storage-Enhancements-Apr13-2022.pdf

Clean Power Alliance Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/GDS-Presentation-Energy-Storage-Enhancements-Apr13-2022.pdf

GDS Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/Large-scale-Solar-Association-Presentation-Energy-Storage-Enhancements-Apr13-2022.pdf

Large-scale Solar Association Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/LDES-Presentation-Energy-Storage-Enhancements-Apr13-2022.pptx

LDES Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/PG-E-Presentation-Energy-Storage-Enhancements-Apr13-2022.pdf

PG&E Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/PNM-Presentation-Energy-Storage-Enhancements-Apr13-2022.pdf

PNM Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/REV-Renewables-Presentation-Energy-Storage-Enhancements-Apr-13-2022.pdf

REV Renewables Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/SEIA-Presentation-Energy-Storage-Enhancements-Apr13-2022.pdf

SEIA Presentation - Energy Storage Enhancements - Apr 13, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/Vistra-Corp-Presentation-Energy-Storage-Enhancements-Apr13-2022.pdf

Vistra Corp Presentation - Energy Storage Enhancements Workshop - Apr 13, 2022

Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedStrawProposal-EnergyStorageEnhancements.pdf

Revised Straw Proposal - Energy Storage Enhancements

https://youtu.be/8XYkEb-fKgU https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-RevisedStrawProposal-Mar21-2022.pdf

Presentation - Energy Storage Enhancements - Revised Straw Proposal - Mar 21, 2022

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Web meeting


https://youtu.be/j7HKuOI7lyA https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-Dec14-2021.pdf

Presentation - Energy Storage Enhancements - Dec 14, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/StrawProposal-EnergyStorageEnhancements.pdf

Straw Proposal - Energy Storage Enhancements

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Web meeting


https://youtu.be/RK_ozkymZjs http://www.caiso.com/informed/Pages/MeetingsEvents/PublicForums/Default.aspx http://www.caiso.com/Documents/Presentation-StorageForum-Oct28-2021.pdf


http://www.caiso.com/informed/Pages/BoardCommittees/MarketSurveillanceCommittee/Default.aspx

Web meeting


http://www.caiso.com/informed/Pages/BoardCommittees/MarketSurveillanceCommittee/Default.aspx

Web meeting


https://youtu.be/ZUa0UEkjRzY https://stakeholdercenter.caiso.com/InitiativeDocuments/Agenda-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

Agenda - Energy Storage Enhancements Working Group - Jul 26, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/CESAPresentation-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

CESA Presentation - Energy Storage Enhancements Working Group - Jul 26, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/GDSPresentation-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

GDS Presentation - Energy Storage Enhancements Working Group - Jul 26, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/LSAPresentation-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

LSA Presentation - Energy Storage Enhancements Working Group - Jul 26, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/LSPowerPresentation-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

LS Power Presentation - Energy Storage Enhancements Working Group - Jul 26, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/PG-EPresentation-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

PG&E Presentation - Energy Storage Enhancements Working Group - Jul 26, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/SDG-EPresentation-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

SDG&E Presentation - Energy Storage Enhancements Working Group - Jul 26, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/VistraPresentation-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

Vistra Presentation - Energy Storage Enhancements Working Group - Jul 26, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/WPTFPresentation-EnergyStorageEnhancementsWorkingGroup-Jul26-2021.pdf

WPTF Presentation - Energy Storage Enhancements Working Group - Jul 26, 2021

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Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EnergyStorageEnhancements-IssuePaper.pdf

Presentation - Energy Storage Enhancements - May 5, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/IssuePaper-EnergyStorageEnhancements.pdf

Issue Paper - Energy Storage Enhancements

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