User

The proposal is focused on four main areas including how to manage the “currently overheated” interconnection queue and encourage resource developer discipline to submit only viable projects; removing barriers for timely development of needed resources; better alignment of resource procurement by LSEs with the ISO process and state policy direction; and addressing residual issues that have emerged since the process was last reviewed in 2018. Those residual issues include how to allocate costs for generator driven network upgrades, and reimbursement for reliability network upgrades for generators outside the ISO system.

Aligning RDRR real-time bidding w ith FERC Order No. 831 by proposing that RDRRs must bid at least 95% of the hard energy bid cap ($1,900/MWh) w hen the conditions are satisfied that raise the soft energy bid cap to $2,000/MWh.

High Level Project Scope
Automatically adjust the submitted RDRR bids based on the change in energy bid cap by maintaining the percentage of the bid c ap originally submitted by the Scheduling Coordinator. This automatic adjustment w ill occur after the market close and w ill only apply if no action is taken by the close of each hour's real-time market by the Scheduling Coordinator.

High Level Business Problem or Need
The proposal is focused on four main areas including how to manage the "currently overheated" interconnection queue and encourage resource developer discipline to submit only viable projects; removing barriers for timely development of needed resources; better alignment of resource procurement by LSEs with the ISO process and state policy direction; and addressing residual issues that have emerged since the process was last reviewed in 2018. Those residual issues include how to allocate costs for generator driven network upgrades, and reimbursement for reliability network upgrades for generators outside the ISO system.

High Level Project Scope
The project will focus on the following: • The goal of this project is to deliver timely systems improvements that support efficient day-to-day work and operations. The project aims to improve market robustness, performance, and the technology foundation for system grid reliability by updating functionality and interfaces to reduce workarounds, automating manual processes and addressing functionality enhancements. A list of specific high priority improvements will be the scope for the project. A number of these improvements may have an impact on the way in which customers interact with CAISO systems. To prevent impacts to webOMS for users with workstation refreshed prior to the upgrade to WebVision, the recommendation is to contact your IT Support to obtain a copy of the Silverlight program so that it can be installed onto your computer. This also applies to new users needing to access the webOMS application. • When any resource behind an ACC constraint has an AS aw ard, all resources behind that ACC constraint must follow their DOT and receive the must follow flag • Create a new user interface to display the hybrid summary (dynamic limits) • Modify 'Must Follow DOT' flag for AS cleared or AS dispatched aw ard o Must Follow DOT Flag must turn to 'Y' for Ancillary Service Cleared by resource ID • Softw are that takes the submitted limit and haircuts the energy bid used in each interval of the market time horizon • Limit the economic dispatch of a hybrid resource in the real-time market based on dynamic limits submitted to SIBR • For resources and hybrids, add new user interfaces • Dynamic Limit functionality: • Display a hybrid resources upper limit and low er limit

OMS
• System shall consume the new "HYBD" fuel type value and display the value for hybrid resource outages

System High Level Changes
Master File (MF) • Enhance MF to identify Hybrid resources • Create a new categorization in MF to identify hybrid resources to handle dynamic limits • Add the ability to store the state-or-charge minimum and maximum limit • Identification of variable energy resources (VER) • Enhance MF to map hybrid resource to individual VER component(s) • Note: Renew able registration for VER components is currently mapped to Resource ID; w ill need further automation to map to individual VER component • New unit type to identify a hybrid resource under the existing NGR model • New identification of individual renew able components that make up a hybrid resource • Ability to elect for ISO forecast or SC submitted forecast to be at the renew able component level • Make the new categorization of hybrid resources along w ith associated attributes available for dow nstream applications • Add a MF rule to make sure the 'MOO Qualified Flag' is set to "N" for hybrid resources • Modifications to support the need for a few MF resource attributes (for example, fuel type, technology type, QF Flag, VER NGR flag, etc.) that need to be associated to the VER components that make up the hybrid resources • Map PI Tags (VER actual and meteorological tags) to each Resource ID or VER component. Note: System to be determined per Architecture Definition

Open Access Sam e Tim e Inform ation (OASIS)
• Updates to create a new category for hybrid resources to be included in the forecast data reports.

Settlem ents
• Consume new VER Component ID for forecasting fee • Updates to forecast fee calculation based on meter data submitted for the VER components that elect ISO forecast

Metering (MRI-S)
• Ability to receive meter data at the VER Component ID level for hybrid resources • Updates for Western Renew able Energy Generation Information System (WREGIS) reporting of meter data on the Hybrid components

Infrastructure and Business Rules (SIBR)
• Treat all hybrid resources as non REM NGRs • Flagging must be configured to ensure bid insertion does not occur • SIBR rules and new rule flow needs to be created to receive and validate the dynamic operating limits • Allow s market participant to submit their dynamic limit • Allow submission of upper and low er economic limits for each 5-minute interval in a three hour w indow for hybrid resources Transmission constraints and transfer limits are enforced in FRP deployment scenarios 4.
Distributing the uncertainty requirement in each BAA load and VER locations versus just load 5.
Distributing the demand curve surplus variable as a decision variable at load aggregation points (LAP) versus Balancing Authority Areas (BAA) 6.
To establish the Locational Marginal Capacity Prices (LMCP) for FRP The scope of the FRP Requirements Enhancements is: 1. To enhance the current approach by adopting a quantile regression method to adjust the current flexible ramping product up and dow n requirement. 2. Calculation of the demand curve.

BPM Changes
Market Instruments, Market Operations

-Congestion Revenue Rights (CRR) Upgrade
The Congestion Revenue Rights (CRR) system was implemented by CAISO in 2008 as part of the Market Redesign and Technology Upgrade (MRTU) implementation. The current CRR system is at its end of life, does not have the flexibility to accommodate future policy changes and requires the ISO to calculate data and run processes manually outside the current system to produce a successful CRR Auction.
The CAISO has decided to replace the existing CRR system with a new system that adopts the latest technology stack aligned with CAISO's technology standards, consolidate all CRR related functions, minimize human errors, reduce processing time, eliminate manual workarounds, and positions the system to accommodate policy changes down the road.
The current settlement system, implemented in 2008 as part of the Market Redesign and Technology Upgrade (MRTU) implementation, is nearing its end of life. The CAISO is upgrading existing settlement applications to approved architectural and information security standards.
Benefits for our customers include: • Improved business efficiency • Better gathering and analysis for data and front-end improvements for customers interacting with CAISO Settlement Systems • Increased transparency for some calculations • Accommodating data processing increases resulting from new market products and an increase in market participants • Ability to perform complex settlement calculations • The ISO will work closely with our market participants to ensure seamless transition from e-terra 2.5 to 3.0 configuration output file.
• The ISO will provide a forum for participants to ask more technical questions.
• The ISO will provide an environment with production-like data allowing customers to validate changes.
• The system will provide settlement outputs in various file formats, allowing all customers to access and use the data in day-to-day operations. The ISO will strive to make formulas and inputs transparent to enable market participants to monitor and/or validate settlement results.
• The ISO will provide market participants with an extended market simulation • The ISO will give timely support to the market participants and their vendors during the testing phase.
• From a vendor perspective: -ISO will provide third party vendors with support during the transition period. -ISO will provide an extended market simulation and/or parallel statements and invoices during the transition period so vendors can resolve defects on their systems. -ISO will provide open communications to resolve settlement differences through a customer forum.
• Decomposition of the settlement files • Migrating to OpenAPI specifications • Upgrading to a new output config file format • Any other enhancement requests?
• Next steps -Use the CIDI process to submit comments and enhancement requests. Your submittal will be reviewed and added to a master list that will be presented at the Settlement User Group (SUG) • The CIDI ticket will be closed once added to the SUG master list.
What to look for on the calendar… Page 57 Market Sim

Market Sim
Release Users Group (RUG)