INITIATIVE:
Resource adequacy enhancements

Started: Oct 30, 2018

Leads
Bridget Sparks

The rapid transformation of resources to a cleaner, variable and energy limited fleet is driving the need to re-examine the ISO’s Resource Adequacy program. In this initiative the California ISO, in collaboration with the California Public Utilities Commission and stakeholders, will explore reforms needed to the ISO’s resource adequacy rules, requirements, and processes to ensure the future reliability and operability of the grid.

Status

Proposal Development Decision Implementation Completed/Closed
Phase 2

Fall 2023
Completed
Phase 1
Mar 25, 2021 Revised draft tariff language posted
Feb 17, 2021 Final proposal posted
May 28, 2021 FERC approval (ER21-1551)
Mar 29, 2021 Tariff amendment (ER21-1551)
Mar 24, 2021 Board of Governors approval
Jun 01, 2021 Deployment
Jun 2021 Activation
Completed

Phase 2

Completed

Phase 2 of this initiative explores flexible resource adequacy (RA) requirements, and must offer obligations and bid insertion rules.

Web meeting


https://youtu.be/srZf-7XAzqs https://stakeholdercenter.caiso.com/InitiativeDocuments/RedlinedStrawProposal-ResourceAdequacyEnhancementsPhase2.pdf

Redlined Straw Proposal - Resource Adequacy Enhancements Phase 2

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancementsPhase2-Oct122021.pdf

Presentation - Resource Adequacy Enhancements Phase 2 - Oct 12, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/StrawProposal-ResourceAdequacyEnhancementsPhase2.pdf

Straw Proposal - Resource Adequacy Enhancements Phase 2

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Phase 1

Completed

OUTCOME: planned outage substitution - The ISO implemented the planned outage substitution functionality on June 7, 2021. This function ensures that all planned outages on Resource Adequacy resources will have substitute capacity within 24 hours of submission of the outage. It will also prevent the extension or expansion of planned outages without additional substitute capacity.

OUTCOME: operationalizing storage - The ISO implemented the Minimum State of Charge (MSOC) functionality into production on June 30, 2021. The Minimum State of Charge (MSOC) had triggered on several occasions when a Residual Unit Commitment (RUC) shortage was identified in the Day-Ahead Market. Overall battery participation on days when hot weather is experienced has been adequate, and there have been minimal intervals when the MSOC constraints have imposed restrictions. We expect there could still be several days when RUC shortages occur through about mid-September 2021, and the team will continue monitoring storage and implemented functionality through this period. So far, there are no significant concerns about storage participation on hot days.

Filing


http://www.caiso.com/Documents/May28-2021-OrderAcceptingResourceAdequacyEnhancements-ER21-1551.pdf http://www.caiso.com/Documents/Apr28-2021-Motion-Leave-Answer-Answer-Comments-Protests-ResourceAdequacyEnhancemnts-ER21-1551.pdf http://www.caiso.com/Documents/Mar29-2021-Tariff-Amendment-ResourceAdequacyRAEnhancements-ER21-1551.pdf

Training


https://www.caiso.com/Documents/Presentation-Resource-Adequacy-Enhancements-Phase-1-Apr-21-2021.pdf https://stakeholdercenter.caiso.com/InitiativeDocuments/RAEnhancementsFollowUpQuestions.pdf

RA Enhancements Follow Up Questions

https://urldefense.com/v3/__https://event-services.digitalpigeon.com/msg/pPp9YKbQEeuTVQbIWq2rQQ/ZXv8e9McTpu1imMHF1SviA__;!!AKBAneI1!DMWp4DfHkbplZRSOgKnakuzZEb9p6KX_4B5CfqTccvcSp723OMdLYqtapZ6U$


https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-ResourceAdequacyEnhancementsPhase1.docx

Revised Draft Tariff Language - Resource Adequacy Enhancements Phase 1

Web meeting


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

Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-ResourceAdequacyEnhancementsPhase1.docx

Draft Tariff Language - Resource Adequacy Enhancements Phase 1

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Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancementsPhase1-Feb232021.pdf

Presentation - Resource Adequacy Enhancements Phase 1 - Feb 23, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/ResourceAdequacyEnhancements-Phase1FinalProposal.pdf

Resource Adequacy Enhancements - Phase 1 Final Proposal
Reposted on 3/23 to reflect updates to the Minimum State of Charge proposal.

https://stakeholdercenter.caiso.com/InitiativeDocuments/ResourceAdequacyEnhancements-Phase1FinalProposal-Redline.pdf

Resource Adequacy Enhancements - Phase 1 Final Proposal - Redline
Reposted on 3/23 to reflect updates to the Minimum State of Charge proposal.

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Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancementsSixthRevisedStrawProposal-Jan152021.pdf

Presentation - Resource Adequacy Enhancements Sixth Revised Straw Proposal - Jan 15, 2021

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Web meeting


Day 3 of three-day meeting.

https://stakeholdercenter.caiso.com/InitiativeDocuments/Day3Presentation-ResourceAdequacyEnhancements-DraftFinalPropsoal-SixthRevisedStrawProposal.pdf

Day 3 Presentation - Resource Adequacy Enhancements - Draft Final Proposal and Sixth Revised Straw Proposal

Web meeting


Day 2 of three-day meeting. Day 3 meeting is on January 7.

https://stakeholdercenter.caiso.com/InitiativeDocuments/Day2Presentation-ResourceAdequacyEnhancements-DraftFinalPropsoal-SixthRevisedStrawProposal.pdf

Day 2 Presentation - Resource Adequacy Enhancements - Draft Final Proposal and Sixth Revised Straw Proposal

Web meeting


Day 1 of three-day meeting. Day 2 meeting is on January 6.

https://stakeholdercenter.caiso.com/InitiativeDocuments/Day1Presentation-ResourceAdequacyEnhancements-DraftFinalPropsoal-SixthRevisedStrawProposal.pdf

Day 1 Presentation - Resource Adequacy Enhancements - Draft Final Proposal and Sixth Revised Straw Proposal

https://stakeholdercenter.caiso.com/InitiativeDocuments/UCAPAssessmentHoursApril2018-October2020.xlsx

UCAP Assessment Hours April 2018 to October 2020

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftFinalProposal-SixthRevisedStrawProposal-ResourceAdequacyEnhancements.pdf

Draft Final Proposal and Sixth Revised Straw Proposal - Resource Adequacy Enhancements

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Web meeting


http://www.caiso.com/Documents/ResourceAdequacyPortfolioAssessment-Presentation-Nov13_2020.pdf

Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-Nov122020.pdf

Presentation - Resource Adequacy Enhancements - Nov 12, 2020

https://stakeholdercenter.caiso.com/InitiativeDocuments/PreliminaryPortfolioAnalysis-ResourceAdequacyEnhancements.pdf

Preliminary Portfolio Analysis - Resource Adequacy Enhancements

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Web meeting


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

Web meeting


Day 2 of a two-day meeting. Materials for this meeting are available under the September 15 meeting activity below.

Web meeting


This is Day 1 of a two-day meeting. Day 2 meeting is on September 17.

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-Sep15-17WorkingGroup.pdf

Presentation - Resource Adequacy Enhancements - Sep 15 and 17 Working Group

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Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/CommentsTemplate-ResourceAdequacyEnhancements-FifthRevisedStrawProposal.doc

Comments Template - Resource Adequacy Enhancements - Fifth Revised Straw Proposal
Comments due to initiativecomments@caiso.com by August 7

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-FifthRevisedStrawProposal.pdf

Presentation - Resource Adequacy Enhancements - Fifth Revised Straw Proposal
Updated 7/15 to reflect agenda changes

https://stakeholdercenter.caiso.com/InitiativeDocuments/FifthRevisedStrawProposal-ResourceAdequacyEnhancements.pdf

Fifth Revised Straw Proposal - Resource Adequacy Enhancements

Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-Jun102020.pdf

Presentation - Resource Adequacy Enhancements - Jun 10, 2020

https://stakeholdercenter.caiso.com/InitiativeDocuments/UCAPCountingExample-1.xls

UCAP Counting Example 1

https://stakeholdercenter.caiso.com/InitiativeDocuments/UCAPCountingExample-2.xlsx

UCAP Counting Example 2

https://stakeholdercenter.caiso.com/InitiativeDocuments/UCAPCountingExample-3.xlsx

UCAP Counting Example 3

Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-FourthRevisedStrawProposal.pdf

Presentation - Resource Adequacy Enhancements - Fourth Revised Straw Proposal

https://stakeholdercenter.caiso.com/InitiativeDocuments/FourthRevisedStrawProposal-ResourceAdequacyEnhancements.pdf

Fourth Revised Straw Proposal - Resource Adequacy Enhancements


https://stakeholdercenter.caiso.com/InitiativeDocuments/ImportTariffMatrix-Feb042020.xlsx

Import Tariff Matrix - Feb 04, 2020

In-person meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Day1Presentation-ResourceAdequacyEnhancements-ThirdRevisedStrawProposal.pdf

Day 1 Presentation - Resource Adequacy Enhancements - Third Revised Straw Proposal

https://stakeholdercenter.caiso.com/InitiativeDocuments/Day2Presentation-ResourceAdequacyEnhancements-ThirdRevisedStrawProposal.pdf

Day 2 Presentation - Resource Adequacy Enhancements - Third Revised Straw Proposal

https://stakeholdercenter.caiso.com/InitiativeDocuments/Agenda-ResourceAdequacyEnhancements-Jan7-82020.pdf

Agenda - Resource Adequacy Enhancements - Jan 7-8, 2020

https://stakeholdercenter.caiso.com/InitiativeDocuments/ThirdRevisedStrawProposal-ResourceAdequacyEnhancements.pdf

Third Revised Straw Proposal - Resource Adequacy Enhancements

In-person meeting


http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=12CAE82A-7921-49EE-BED6-F6AFEAD4F958

In-person meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftFinalProposal-LocalResourceAdequacy-AvailabilityLimitedResources-SlowDemandResponse.pdf

Draft Final Proposal - Local Resource Adequacy with Availability-Limited Resources and Slow Demand Response

https://stakeholdercenter.caiso.com/InitiativeDocuments/SecondRevisedStrawProposal-ResourceAdequacyEnhancements.pdf

Second Revised Straw Proposal - Resource Adequacy Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-Oct9-2019.pdf

Agenda - Resource Adequacy Enhancements - Oct 9, 2019

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-SecondRevisedStrawProposal.pdf

Presentation - Resource Adequacy Enhancements - Second Revised Straw Proposal

In-person meeting


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

Revised Straw Proposal - Resource Adequacy Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Agenda-ResourceAdequacyEnhancements-Jul8-92019.pdf

Agenda - Resource Adequacy Enhancements - Jul 8-9, 2019

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-July8-9_2019.pdf

Presentation - Resource Adequacy Enhancements - July 8-9, 2019

In-person meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-Apr8and92019.pdf

Presentation - Resource Adequacy Enhancements - Apr 8 and 9, 2019

In-person meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/StrawProposalPart2-ResourceAdequacyEnhancements.pdf

Straw Proposal Part 2 - Resource Adequacy Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-March52019.pdf

Presentation - Resource Adequacy Enhancements - March 6, 2019

In-person meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/StrawProposalPart1-ResourceAdequacyEnhancements.pdf

Straw Proposal Part 1 - Resource Adequacy Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ResourceAdequacyEnhancements-Jan232019.pdf

Presentation - Resource Adequacy Enhancements - Jan 23, 2019

In-person meeting


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

Issue Paper - Resource Adequacy Enhancements

https://stakeholdercenter.caiso.com/InitiativeDocuments/Agenda-Presentation-ResourceAdequacyEnhancements-Oct30_2018.pdf

Agenda and Presentation - Resource Adequacy Enhancements - Oct 30, 2018