Notice
June 30, 2023
REQUESTED ACTION
Information Only
CATEGORIES
Information Technology
Markets
Operations
Summer 2023 Release activation effective trade date 7/1/23
MESSAGE

The California ISO Summer 2023 Release activation for WEIM Resource Sufficiency Evaluation Enhancements (RSEE) Phase 2 Track 1, Energy Storage Enhancements Track 1, Hybrid Resources Phase 2C - Settlements, and Ancillary Services State of Charge Constraint projects will be effective for trade date July 1, 2023.
 
The release and project information is available in the Release User Group presentation available on the User groups and recurring meetings webpage and on the Release Planning webpage..
 
WEIM Resource Sufficiency Evaluation Enhancements Phase 2 Track 1

Scope:

  • Item1A - Count hourly Exclude Real-Time Lower Price Taker (RTLPT) exports and Real-Time (RT) economic (RTECON) exports in RSEE Capacity Upward/Downward Test and Flexible Ramping Sufficiency Upward/Downward Test for ISO Balancing Authority Area (BAA).
  • Item1B - Facilitate assistance energy transfer between Western Energy Imbalance Market (WEIM) BAAs into the WEIM BAAs that failed RSEE upward test:
    • Added as ex-post surcharge through Settlements.
    • Market broadcasts needed data to Settlements.
  • Item1C - Clarification of Post-Hour-Ahead Scheduling Process (HASP) Block Hour Low-Priority Export
    • Require Day-Ahead Lower Price Taker (DALPT) and Day-Ahead (DA) economic (DAECON) export that clears both RUC and HASP, RTLPT and RT economic (RTECON) export that clears HASP be e-tagged as “Firm Provisional Energy (G-FP)” via utilizing existing Market Path Product and misc. Info fields.

 

Impacted Systems: Master File, Scheduling Infrastructure Business Rules (SIBR), Market, Customer Market Results Interface (CMRI), Open Access Same-time Information System (OASIS), and Settlements


Energy Storage Enhancements Track 1

Scope:

  • Bidding Requirements for AS: Require storage to bid energy in the opposite direction of Ancillary Service (AS) awards – Will activate July 1, 2023
    • A resource providing reserves, regulation up, or regulation down must have energy bids to charge/discharge (respectively)
    • Energy bids must be 50% of AS awards
  • DEB Enhancements: Update DA storage resource default energy bid (DEB) to include storage specific opportunity cost – Will activate July 1, 2023
  • Regulation Award Clarifications: Include expected impacts from regulation in State of Charge (SOC) – Will not activate trade date July 1, 2023 (attenuation factors/AS multipliers to be set to 0 until further notice), to be activated at a later date


Impacted Systems: SIBR and Market


Hybrid Resources Phase 2C - Settlements

Scope: The System shall assess forecast fee on Tie Gen (TG)
hybrid resource.

Impacted Systems: Settlements


Ancillary Services State of Charge Constraint

Scope: Make storage resources ineligible for Bid Cost Recovery (BCR) uplift for certain market intervals in real time:

  • When the market state of charge (SOC) constraint is binding due to AS Awards causing the market to dispatch resource energy uneconomically.
  • Retroactively settle relevant intervals (beginning with effective date of 09/20/2022)


Impacted Systems: Market, CMRI, and Settlements

 
Customers are encouraged to contact release@caiso.com for any questions.

CONTACT INFORMATION

Please contact release@caiso.com with any questions.

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