INITIATIVE:
Storage design and modeling

Started: Nov 25, 2024

Leads
Sergio Dueñas Melendez, Dinesh Das Gupta

This initiative explores enhancements to energy storage market design, modeling, and processes. Efforts are organized into four topic groups: Outage Management, Uplift and Default Energy Bids, State-of-Charge Management Topics, and Mixed-Fuel & Distribution-Level Resources.

Status

Proposal Development Decision Implementation Completed/Closed
Mar 10, 2026 Issue paper and straw proposal on Mixed-Fuel and Distribution-Level Resources posted
Mar 16, 2026 Meeting
Mar 30, 2026 Comments due

Activities

Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/Issue-Paper-and-Straw-Proposal-on-Mixed-Fuel-Resources -March-09-2026.pdf

Issue Paper and Straw Proposal on Mixed-Fuel Resources - Mar 09, 2026

Web meeting


Working Group Session 12 - Uplift and DEB, Outage Management, and State-of-Charge Management

https://youtu.be/dQOiyll-S7w https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Storage-Design-Modeling-Jan-22-2026.pdf

Presentation - Storage Design and Modeling - Jan 22, 2026

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https://stakeholdercenter.caiso.com/InitiativeDocuments/Storage-Design-and-Modeling-Updated-Discussion-and-Issue-Paper-on-Uplift-and-Default-Energy-Bid-Dec-12-2025.pdf

Discussion and Issue Paper - Storage Design and Modeling - Uplift and Default Energy Bid - Dec 12, 2025

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Web meeting


Working Group Session 11 - Outage Management, Uplift and Default Energy Bids (DEB), and Mixed-Fuel and Distribution-Level Resources

https://youtu.be/XZmvoYn9BTg https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Storage-Design-and-Modeling-Dec-4-2025.pdf

Presentation - Storage Design and Modeling - Dec 04, 2025

Hybrid meeting


Working Group Session 10 - Uplift and Default Energy Bids (DEB), State-of-Charge Management, and Mixed-Fuel and Distribution-Level Resources

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Storage-Design-and-Modeling-Nov12-2025.pdf

Presentation - Storage Design and Modeling - Nov 12, 2025

https://youtu.be/H9CKq95bnb4 https://stakeholdercenter.caiso.com/InitiativeDocuments/Pacific-Gas-Electric-Presentation-Storage-Design-and-Modeling-Nov12-2025.pdf

Pacific Gas and Electric Presentation - Storage Design and Modeling - Nov 12, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/REV-Renewables-Presentation-Storage-Design-and-Modeling-Nov12-2025.pdf

Rev Renewables - Presentation Storage Design and Modeling - Nov 12, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Vistra-Presentation-Storage-Design-and-Modeling-Nov12-2025.pdf

Vistra Presentation- Storage Design and Modeling - Nov 12, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Dartmouth-Presentation-Storage-Design-and-Modeling-Nov12-2025.pdf

Dartmouth Presentation - Storage Design and Modeling - Nov 12, 2025

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Web meeting


Working Group Session 9 - Uplift and Default Energy Bids (DEB), State-of-Charge Management, and Mixed-Fuel and Distribution-Level Resources

https://youtu.be/jx6uXvjXW34 https://stakeholdercenter.caiso.com/InitiativeDocuments/Fluence-Energy-Presentation-Storage-Design-and-Modeling-Sep-29-2025.pdf

Fluence Energy Presentation - Storage Design and Modeling - Sep 29, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Wellhead-Power-Services-GridSME-Presentation-Storage-Design-and-Modeling-Sep-29-2025.pdf

Wellhead Power Services and GridSME Presentation - Storage Design and Modeling - Sep 29, 2025
GridSME on behalf of Wellhead Power Services

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Storage-Design-and-Modeling-Sep-29-2025.pdf

Presentation - Storage Design and Modeling - Sep 29, 2025

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Web meeting


Working Group Session 8 - Revised Straw Proposal on Outage Management

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedStrawProposal-StorageDesignModeling-OutageManagement-Aug082025.pdf

Revised Straw Proposal - Storage Design and Modeling - Outage Management

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Storage-Design-and-Modeling-Aug14-2025.pdf

Presentation - Storage Design and Modeling - Aug 14, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/CESA-Presentation-Storage-Design-Modeling-Aug14-2025.pdf

CESA Presentation - Storage Design and Modeling - Aug 14, 2025

https://youtu.be/cKnl5bDi1X4
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Web meeting


Working Group Session 7 - Mixed-Fuels and Distributed-Level Resources

https://stakeholdercenter.caiso.com/InitiativeDocuments/DiscussionPaper-Mixed-FuelsandDistribution-LevelResources-Jun03-2025.pdf

Discussion Paper - Storage Design and Modeling - Mixed-Fuels and Distribution-Level Resources

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-StorageDesignandModeling-Jun30-2025.pdf

Presentation - Storage Design and Modeling - Jun 30, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/DMM-Presentation-Battery-BCR-Discussion-Jun-30-2025.pdf

DMM Presentation - Battery Bid Cost Recovery Discussion - Jun 30, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/NexteraPresentation-StorageDesignandModeling-Jun30-2025.pdf

Nextera Presentation - Storage Design and Modeling - Jun 30, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Terra-Gen-Presentation-Hybrid-Issues-CAISO-Storage-Design-and-Modeling-Initiative-06302025-FINAL.pdf

Terra-Gen Presentation - Hybrid Issues Storage Design and Modeling - Jun 30, 2025

https://youtu.be/t4txJ-IXW50
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Web meeting


Working Group Session 6 - Outage Management, Uplift & DEB,
and SOC Management

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-StoradeDesignandModeling-May28-2025.pdf

Presentation - Storage Design and Modeling - May 28, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-PGEPresentation-StorageDesignandModeling-May28-2025.pdf

Presentation - PG&E Presentation - Storage Design and Modeling - May 28, 2025

https://youtu.be/z84z63TXxpQ
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Web meeting


Working Group Session 5 - Outage Management Working Group & SOC
Management & Capacity Awards

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-StorageDesignandModeling-May9-2025.pdf

Presentation - Storage Design and Modeling - May 09, 2025

https://youtu.be/4DPKVa7skik
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Web meeting


Working Group Session 4 - State of Charge Management and Capacity Awards

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-SOCManagementCapacityAwards-Apr14-2025.pdf

Presentation - State of Charge Management Capacity Awards - Apr 14, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/MarketOperationsBPMRedlines-SOCManagementandCapacityAwards-Mar4-2025.docx

Market Operations BPM Redlines - State of Charge Management and Capacity Awards - Mar 04, 2025

https://www.youtube.com/watch?v=__91nSYAw4g
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https://stakeholdercenter.caiso.com/InitiativeDocuments/2025-03-27-SDM-Outage-Management-Nonlinearity-SOC-Definition-Issue-Paper-Straw-Proposal-FINAL.pdf

Issue Paper and Straw Proposal on Outage Management, Nonlinearity, and State of Charge Clarification

Web meeting


Working Group Session 3 - Outage Management, Uplift, & DEB Distribution-Level & Paired Resources Working Group

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Storage-Design-and-Modeling-Feb-20-2025.pdf

Presentation - Storage Design and Modeling - Feb 20, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Terra-Gen-Storage-Design-Modeling-Feb-20-2025.pdf

Terra-Gen Presentation - Storage Design and Modeling - Feb 20, 2025

https://youtu.be/2P4uZ0FHMN0
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Web meeting


Working Group Session 2 - Outage Management, Uplift, & DEB and SOC
Management Working Group

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Storage-design-and-modeling-Jan-23-2025.pdf

Presentation - Storage Design and Modeling - Jan 23, 2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Vistra-Storage-Design-Modeling-Jan-23-2025.pdf

Presentation - Vistra - Storage Design and Modeling - Jan 23, 2025

https://youtu.be/-vtehHIsa0M

Web meeting


Working Group Session 1 - Initial Discussion and Bid Cost Recovery (BCR), Default Energy Bid (DEB) and Outage Management System (OMS)

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Storage-Design-and-Modeling-Dec-11-2024.pdf

Presentation - Storage Design and Modeling - Dec 11, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Department-of-Market-Monitoring-Storage-Design-and-Modeling-Dec-11-2024.pdf

Department of Market Monitoring Presentation - Storage Design and Modeling - Dec 11, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Pacific-Gas-and-Electric-Storage-Design-and-Modeling-Dec-11-2024.pdf

Pacific Gas and Electric Presentation - Storage Design and Modeling - Dec 11, 2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-VistraCorp-Storage-Design-and-Modeling-Dec-11-2024.pdf

Vistra Corp Presentation - Storage Design and Modeling - Dec 11, 2024

https://youtu.be/wLfywLCgYaA
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