Phase 2 of the WEIM resource sufficiency evaluation enhancements initiative considers outstanding enhancements to the WEIM RSE such as the consideration of load conformance, identifying the correct metrics and quantity of uncertainty that should be tested for, and how block hourly exports from the ISO BAA that may be cleared due to advisory WEIM transfers are treated. Phase 2 also investigates the ability for the WEIM to provide assistance for balancing authority areas who have failed the RSE.
The Phase 1 implementation includes enhancements that improve the accuracy and transparency of the RSE. The Phase 1 enhancements implemented include:
- Consideration of Supply Conditions in the Capacity Test
- Flexible Ramping Test Modifications – PBC
- Consider a Resource’s Transition through FOR in the Flexible Ramping Test.
- RSE Modifications – Storage Resources Treatment
- Balancing Test Modifications
- DR Inclusion with RSE
- Reliability of CAISO Interchange Schedules
- Increased RSE Data on RSE Results and Additional Data Transparency and Reporting
- Increased WEIM Entities Situational Awareness Regarding Test Performance
- Net-Load Uncertainty Calculation Removal from Capacity Test
- Intertie Uncertainty Calculation Removal from Capacity Test
The Phase 2 implementation continues to enhance the accuracy of the WEIM resource sufficiency evaluation (RSE), addressing remaining items from the RSEE Phase 1 initiative as well as elements deferred from the Phase 1 policy development process. This scope is informed by analysis the CAISO performed on different aspects of the WEIM RSE that were not addressed under the RSEE Phase 1 policy development.
This Phase 2 impelemtation includes:
Track-1
1A: Count hourly RTLPT exports and RT economic (RTECON) exports in RSE Capacity Upward/Downward Test and Flexible Ramping Sufficiency Upward/Downward Test for CAISO BAA.
1B: Facilitate assistance energy transfer between WEIM BAAs into the WEIM BAAs that failed RSE upward test:
1C: Clarification of Post-HASP Block Hour Low-Priority Export
Track-2
2A: Clarification of Post-HASP Block Hour Low-Priority Export
2B: Develop MF resource identification Capacity Test Failed-to-Start Rule Exemption flag to allow SCs of WEIM and CISO short start units that start with non-positive telemetry to identify specific resources that will be exempted from this functionality in RSE Capacity Test. (Implemented in Phase 1 – enhancements needed)
OUTCOME (Phase 1): The California ISO activated WEIM resource sufficiency evaluation enhancements Phase 1 (RSEE1) on June 1, 2022. RSEE1 benefits market participants by implementing enhancements to ensure resource sufficiency evaluation is administered accurately and applied equitably, and by improving the accuracy and transparency of the resource sufficiency evaluation.
| Proposal Development | Decision | Implementation | Completed/Closed |
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Mar 21, 2023 Revised final draft tariff language posted
Nov 07, 2022 Revised final proposal posted |
Mar 31, 2023 Tariff amendment filing (ER23-1534)
Dec 14, 2022 Joint WEIM Governing Body and Board of Governors approval Sep 14, 2022 FERC Order accepting compliance filing (ER22-1278) Jun 07, 2022 Compliance filing (ER22-1278) May 27, 2022 FERC approval (ER22-1278) Mar 11, 2022 Tariff amendment filing (ER22-1278) Feb 09, 2022 ISO Board of Governors approval - phase 1 Feb 02, 2022 Market Surveillance Committee opinion adopted - phase 1 |
Jun 01, 2022 - Phase 1
Implementation milestones
Jul 01, 2023 - Phase 2 track 1 Jun 01, 2024 - Phase 2 track 2 |
Completed |
Training |
https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-RSEE-Phase-2-Track-2-Refresher.pdf
Presentation - Resource Sufficiency Evaluation Enhancements Phase 2, Track 2 Refresher Training 03/13/2024
Video - Resource Sufficiency Evaluation Enhancements Phase 2, Track 2 Refresher Training 03/14/2024
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Training |
Phase 2, track 2 pre-market simulation training https://youtu.be/bINBIF3kCs4
Video - Resource Sufficiency Evaluation Enhancements Phase 2, Track 2 Training 09/08/2023
Presentation - Resource Sufficiency Evaluaton Enhancements Phase 2, Track 2 Training Updated 09/27/2023
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Training |
https://youtu.be/Vfqmt4WrclA
Video - Resource Sufficiency Evaluation Enhancement Phase 2, Track 1 Training 05/02/2023
Presentation - Resource Sufficiency Evaluation Enhancements Phase 2 (RSEE2) Track 1 Training 06/29/2023
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Filing |
Phase 2 http://www.caiso.com/Documents/May31-2023-OrderAcceptingTariffAmendment-ResourceSufficiencyEvaluationEnhancements-Phase2-ER23-1534.pdf
May 31, 2023 Order accepting tariff revisions (ER23-1534) 08/09/2023
Mar 31, 2023 Tariff Amendment - Resource Sufficiency Evaluation Enhancements - Phase 2 (ER23-1534) 04/03/2023
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https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedFinalDraftTariffLanguage-WEIMResourceSufficiencyEvaluationEnhancementsPhase2.docx
Revised Final Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 03/21/2023
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https://stakeholdercenter.caiso.com/InitiativeDocuments/FinalRevisedDraftTariffLanguage-WEIMResourceSufficiencyEvaluationEnhancementsPhase2.docx
Final Revised Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 03/07/2023
ISO Response Matrix - Revised Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 03/21/2023
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Web meeting |
https://youtu.be/wcCWEeYDuCE
Video - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 - Jan 11, 2023 01/12/2023
Revised Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 12/12/2022
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https://stakeholdercenter.caiso.com/InitiativeDocuments/SecondRevisedFinalProposal-WEIMResourceSufficiencyEvaluationEnhancementsPhase2.pdf
Second Revised Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 12/06/2022
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https://stakeholdercenter.caiso.com/InitiativeDocuments/NoticeofDecisionalClassificationResourceSufficiencyEvaluationEnhancementsPhase2-Addendum-Nov302022.pdf https://stakeholdercenter.caiso.com/InitiativeDocuments/NoticeofDecisionalClassificationResourceSufficiencyEvaluationEnhancementsPhase2-Oct102022.pdf | |
Web meeting |
Market Surveillance Committee meeting http://www.caiso.com/Documents/Agenda-MarketSurveillanceCommitteeMeeting-November21_2022.pdf
Agenda - Market Surveillance Committee Meeting - Nov 21, 2022 11/16/2022
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Web meeting |
https://youtu.be/r1kOFhXGU1g
Video - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 - Nov 7, 2022 11/08/2022
Presentation - Resource Sufficiency Evaluation Phase 2 - Nov 7, 2022 11/07/2022
Revised Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 11/07/2022
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Web meeting |
Market Surveillance Committee meeting http://www.caiso.com/Documents/MSCDraftOpiniononWEIMResourceSufficiencyEvaluationEnhancements-Phase2.pdf
MSC Draft Opinion on WEIM Resource Sufficiency Evaluation Enhancements - Phase 2 10/17/2022
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Web meeting |
https://youtu.be/r2Wcbb2bY1c
Video - WEIM Resource Sufficiency Evaluation Enhancements - Oct 6, 2022 10/07/2022
Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 10/03/2022
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Web meeting |
Market Surveillance Committee meeting http://www.caiso.com/Documents/ResourceSufficiencyEvaluationPhase2-Presentation-September19_2022.pdf
Presentation - Resource Sufficiency Evaluation Phase 2 - Sep 19, 2022 09/19/2022
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Web meeting |
https://youtu.be/uW863xZyCPY
Video - WEIM Resource Sufficiency Evaluation Enhancements - Sep 15, 2022 09/20/2022
Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 09/02/2022
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Web meeting |
https://youtu.be/lkewfxVJLWs
Video - WEIM Resource Sufficiency Evaluation Enhancements - Sep 2, 2022 09/07/2022
Revised Draft Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 09/07/2022
Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 - Sep 2, 2022 09/01/2022
Draft Final Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 08/25/2022
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Web meeting |
Phase 2 https://youtu.be/Bb6sjO635eo
Video - WEIM Resource Sufficiency Evaluation Enhancements - Jul 11, 2022 07/14/2022
Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 - Jul 11, 2022 07/11/2022
Straw Proposal - WEIM Resource Sufficiency Evaluation Enhancements Phase 2 07/01/2022
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Web meeting |
Phase 1B https://youtu.be/WLxOv_9R3yA
Video - WEIM Resource Sufficiency Evaluation Enhancements - Jun 28, 2022 06/29/2022
Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 1B - Jun 28, 2022 06/27/2022
Final Analysis Report - WEIM Transfers, Hourly Interties and Load 06/21/2022
Final Analysis Report - Flexible Ramping and Intertie Deviation Uncertainty in the WEIM 06/21/2022
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Web meeting |
Phase 1B https://youtu.be/7QI5Tk8nLYs
Video - WEIM Resource Sufficiency Evaluation Enhancements - May 3, 2022 05/11/2022
Presentation - WEIM Resource Sufficiency Evaluation Enhancements - May 3, 2022 05/02/2022
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Web meeting |
Phase 1B https://youtu.be/RaDI6bllJWA
Video - WEIM Resource Sufficiency Evaluation Enhancements - Apr 1, 2022 04/05/2022
Presentation - Load Conformance Impact on the Resource Sufficiency Evaluation - Apr 1, 2022 03/31/2022
Analysis Report - Load Conformance Impact on Resource Sufficiency Evaluation 03/25/2022
Analysis Report - Flexible Ramping Uncertainty Calculation in the Western Energy Imbalance Market 03/25/2022
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Filing |
Phase 1 http://www.caiso.com/Documents/Sept14-2022-OrderAcceptingResourceSuffiviencyEvaluationEnhancementsComplianceFiling-ER22-1278.pdf http://www.caiso.com/Documents/Jun7-2022-ComplianceFiling-ResourceSufficiencyEvaluationEnhancements-ER22-1278.pdf
Jun 7, 2022 Compliance Filing - Resource Sufficiency Evaluation Enhancements (ER22-1278) 09/19/2022
May 27, 2022 Order Accepting Resource Sufficiency Evaluation Enhancements (ER22-1278) 08/09/2023
Mar 11, 2022 Tariff Amendment - Resource Sufficiency Evaluation Enhancements (ER22-1278) 06/02/2022
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Web meeting |
Phase 1 https://youtu.be/PfZ7_CiQOG4 https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-WEIMResourceSufficiencyEvaluationEnhancements-EmergencyActionsCriteria-Mar23-2022.pdf |
View comments |
Web meeting |
Phase 1 https://youtu.be/QOMucJEiNWo
Video - WEIM Resource Sufficiency Evaluation Enhancements - Mar 7, 2022 03/11/2022
Final Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements 03/03/2022
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Web meeting |
Phase 1 https://youtu.be/70mch7BErYU https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-WEIMResourceSufficiencyEvaluationEnhancementsPhase1-EmergencyActionsCriteriaWorkshop-Feb23-2022.pdf |
View comments |
Web meeting |
Phase 1B https://youtu.be/0EjI0HoVb-0
Video - WEIM Resource Sufficiency Evaluation Enhancements Phase 1B - Feb 16, 2022 02/22/2022
Presentation - WEIM Resource Sufficiency Evaluation Enhancements Phase 1B - Feb 16, 2022 02/14/2022
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Web meeting |
Phase 1 https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-EIMResourceSufficiencyEvaluationEnhancements.docx
Revised Draft Tariff Language - WEIM Resource Sufficiency Evaluation Enhancements 03/01/2022
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https://stakeholdercenter.caiso.com/InitiativeDocuments/Notice-Decisional-Classification-Resource-Sufficiency-Evaluation-Enhancements.pdf
Notice of Decisional Classification - Resource Sufficiency Evaluation Enhancements 01/24/2022
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Web meeting |
https://stakeholdercenter.caiso.com/InitiativeDocuments/Audio-WEIMResourceSufficiencyEvaluationEnhancements-Feb4-2022.mp3
Audio - WEIM Resource Sufficiency Evaluation Enhancements - Feb 4, 2022 02/14/2022
Draft Tariff Language - EIM Resource Sufficiency Evaluation Enhancements 01/18/2022
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View comments |
Web meeting |
https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EIMResourceSufficiencyEvaluationEnhancements-Dec21,2021.pdf
Presentation - EIM Resource Sufficiency Evaluation Enhancements - Dec 21, 2021 12/21/2021
Revised Draft Final Proposal - EIM Resource Sufficiency Evaluation Enhancements 12/16/2021
Video - EIM Resource Sufficiency Evaluation Enhancements - Dec 21, 2021 01/05/2022
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Web meeting |
https://youtu.be/cLGgjx9wowM
Video - EIM Resource Sufficiency Evaluation Enhancements - Dec 8, 2021 12/13/2021
Presentation - EIM Resource Sufficiency Evaluation Enhancements - Dec 8, 2021 12/07/2021
Resource Sufficiency Evaluation Analysis - Jul 9, 2021 Performance 12/02/2021
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Web meeting |
http://www.caiso.com/informed/Pages/BoardCommittees/MarketSurveillanceCommittee/Default.aspx
Market Surveillance Committee meeting - Nov 19, 2021 11/18/2021
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Web meeting |
https://youtu.be/9v-gQPOqGgk
Video - EIM Resource Sufficiency Evaluation Enhancements - Oct 12, 2021 10/15/2021
Presentation - Resource Sufficiency Evaluation Enhancements - Oct 12, 2021 10/08/2021
Draft Final Proposal - EIM Resource Sufficiency Evaluation Enhancements 10/08/2021
Analysis of the Intertie Deviation Adder Used in the Capacity Test 10/06/2021
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Web meeting |
http://www.caiso.com/informed/Pages/BoardCommittees/MarketSurveillanceCommittee/Default.aspx
Market surveillance committee meeting - Aug 27,2021 08/23/2021
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Web meeting |
https://youtu.be/tPx3biSAOFA
Video - EIM Resource Sufficiency Evaluation Enhancements - Aug 23, 2021 08/25/2021
Straw Proposal - EIM Resource Sufficiency Evaluation Enhancements 08/25/2021
Presentation - EIM Resource Sufficiency Evaluation Enhancements - Aug 23, 2021 09/10/2021
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Web meeting |
This is day 2 of the workshop to discuss the issue paper posted on May 28, 2021. The issue paper and workshop presentations are posted as part of the June 25 activity below. https://youtu.be/FxrVu5ELW54
Video - Western EIM Resource Sufficiency Evaluation Enhancements Workshop - Jun 28, 2021 06/30/2021
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Web meeting |
https://youtu.be/wgM1sgiCXag
Video - Western EIM Resource Sufficiency Evaluation Enhancements Workshop - Jun 25, 2021 06/30/2021
CAISO Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021 06/24/2021
Joint EIM Entity Combined Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021 06/23/2021
Joint EIM Presentation - EIM RSE Enhancements Workshop - Jun 25 and 28, 2021 (Topics and Principles) 06/23/2021
Issue Paper - EIM Resource Efficiency Evaluation Enhancements 06/03/2021
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