California ISO - Policy Initiatives

<!DOCTYPE html> <html> <head> <meta charset="utf-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta http-equiv="X-UA-Compatible" content="IE=Edge"> <title>California ISO - Policy Initiatives</title> <link href="/Content/css?v=JvcKIGoDMYiJLSd_5SWIiyqdfotTUV2n2FUB29XuWnc1" rel="stylesheet"/> <script src="/bundles/modernizr?v=inCVuEFe6J4Q07A0AcRsbJic_UE5MwpRMNGcOtk94TE1"></script> <script src="/bundles/jquery?v=yJUY3FEaGwTNQ-8CT2rEFo_YZD1sm4L0eX5mMcwwjHM1"></script> <script src="/bundles/bootstrap?v=S_Ff_bcve1WRtlMm4lcqCi7bDNYV0TmTRE0TYRD9EFw1"></script>  <script async src="https://www.googletagmanager.com/gtag/js?id=UA-19970219-14"></script> <script> window.dataLayer = window.dataLayer || []; function gtag() { dataLayer.push(arguments); } gtag('js', new Date()); gtag('config', 'UA-19970219-14'); </script> </head> <body class="page-home">  <div class="w-100 border-bottom nav-border"> <div class="container print-no"> <div class="row py-1"> <div class="col-md-12"> <a href="https://www.caiso.com/"><img src="/Content/Images/caisologo.svg" /></a> </div> </div> </div> </div> <div class="w-100 border-bottom border-top mb-5"> <div class="container print-no"> <div class="col-12 pt-3"> <div class="row"> <div class="col-3 pl-0"> <a href="/" class="stakeholderheader"><h3 style="line-height: 36px;" class="mb-0">Stakeholder center</h3></a> </div> <div class="col-9"> <ul class="nav"> <li class="nav-item"> <a class="nav-link nav-active" href="/">Policy initiatives</a> </li> <li class="nav-item"> <a class="nav-link" href="/RecurringStakeholderProcesses">Recurring processes</a> </li> <li class="nav-item"> <a class="nav-link" href="/Account/Login?ReturnUrl=%2FComments%2FMyOrgComments">Commenting tool</a> </li> </ul> </div> </div> </div> </div> </div>     <div class="container body-content"> <link href="/Content/DataTables/css/jquery.dataTables.min.css" rel="stylesheet"> <script src="/bundles/datatables?v=5oY0PMGaMA1agLyy_HMLzOIkci8G8s7s-IDc9TwpNP41"></script> <script src="/Scripts/caiso/stakeholderspublic.js?v=3"></script> <div class="row print-no"> <div class="col-md-12"><img class="img-fluid w-100" src="/Content/Images/initiatives-banner.png" /></div> </div> <div class="row"> <div class="col-12"> <ul class="breadcrumbs print-no p-0"> <li><a href="/">Home</a></li> <li> Policy initiatives</li> </ul> <h1 class="print-no">Policy initiatives</h1> <div class="row print-no"> <div class="col-8"> <p> Stakeholder input is vital to the success of ISO's development and implementation of new market designs, policies and infrastructure planning. The policy initiative process allows for a wide variety of stakeholders to engage and give valuable feedback through proposals, meetings, and comments, helping to shape the future of the ISO's energy markets and operations. </p> <p> To view the 2025 process timeline and policy initiative catalog, visit the <a href="/RecurringStakeholderProcesses/Annual-policy-initiatives-roadmap-process-2025">Annual policy initiatives roadmap webpage.</a> </p> <p> For an overarching view of where each initiative is in the development process, view the <a href="https://www.caiso.com/documents/policy-initiative-timeline.xlsx" target="_blank">Policy Initiatives Timeline</a> (updated weekly). </p> <p class="mb-0"><strong>Learn how to use the commenting tool:</strong></p> <ul class="file-listing mt-0"> <li class="ico ico-presentation d-inline-block mr-3"><a href="https://www.caiso.com/documents/presentation-stakeholdercommentingtool.pdf" target="_blank">View presentation</a> <li class="ico ico-video d-inline-block"><a href="https://youtu.be/jQ1qNW-MtBA" target="_blank">View video</a></li> </ul> </div> <div class="col-4 mb-4"> <a href="/Comments/MyOrgComments" class="btn btn-block btn-ico btn-comment-tool btn-primary">Commenting tool</a> <a href="/RecentDocuments?q=initiative" class="btn btn-block btn-ico btn-ico-recent-docs btn-primary">Recent initiative documents</a> <hr class="my-3" />  <a href="https://www.caiso.com/meetings-events/topics/miscellaneous-meetings" class="d-block btn-ico btn-ico-misc-meetings">Miscellaneous meetings</a> </div> </div>  <div class="table-group mt-3"> <div class="row print-no"> <div class="col-6"> <input id="searchTable" type="text" placeholder="Search for initiative" class="form-control input-search" /> </div> <div class="col-5 offset-1 text-right"> <label for="select-status" class="label-inline">Status: </label> <select class="form-control" id="select-status" onchange="applyStatusFilter();"> <option>All</option> <option selected="selected">Active</option> <option>Inactive</option> <option>Completed/Closed</option> </select> <a class="btn btn-print">Print</a> </div> </div> <div class="d-none table-status-title">Policy Initiatives</div> <p class="small mt-4 mb-0 text-right"><em>*Date is tentative</em></p> <table class="table table-bordered table-status mt-4" id="tblInitiatives"> <thead> <tr> <th style="min-width:200px;"> Title </th> <th class="status"> Status </th> <th style="min-width:192px;"> Proposal Development </th> <th> Decision </th> <th> Implementation </th> </tr> </thead> <tbody> <tr> <td> <a href="/RecurringStakeholderProcesses/Adjustment-to-intertie-constraint-penalty-prices">Adjustment to intertie constraint penalty prices</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>WEM Advisory</span> </div> </a> </div> <span style="display:none">Penalty prices</span> <span class="d-none start-date">Nov 12, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jan 21, 2022 Draft final proposal posted </td> <td class="stage stage-2"> Feb 09, 2022 Joint ISO Board of Governors and WEIM Governing Body approval </td> <td class="stage stage-3"> <div class="implementation-desc">Jun 01, 2022 Activation</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Aliso-Canyon-gas-electric-coordination">Aliso Canyon gas-electric coordination phase 1</a> <span style="display:none">Aliso Canyon</span> <span class="d-none start-date">Mar 23, 2016</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> May 05, 2016 Revised draft final proposal posted </td> <td class="stage stage-2"> Aug. 26, 2016 FERC approval<br/><span class='break-spacing'></span>May 09, 2016 Tariff amendment filing (ER16-1649)<br/><span class='break-spacing'></span>May 04, 2016 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Jul 06, 2016 Activation<br/><span class='break-spacing'></span>Jun 02, 2016 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Aliso-Canyon-gas-electric-coordination">Aliso Canyon gas-electric coordination phase 2</a> <span style="display:none">Aliso Canyon</span> <span class="d-none start-date">Mar 23, 2016</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Sep 23, 2016 Draft final proposal posted </td> <td class="stage stage-2"> Nov 28, 2016 and Mar 24, 2017 FERC approval<br/><span class='break-spacing'></span>Oct 14, 2016 Tariff amendment filing (ER17-110)<br/><span class='break-spacing'></span>Oct 3, 2016 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 30, 2016 Effective</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Aliso-Canyon-gas-electric-coordination">Aliso Canyon gas-electric coordination phase 3</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E1</span> <span>E2</span> </div> </a> </div> <span style="display:none">Aliso Canyon</span> <span class="d-none start-date">Mar 23, 2016</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jun 22, 2017 Draft final proposal posted </td> <td class="stage stage-2"> Dec 15, 2017 FERC approval (ER18-375)<br/><span class='break-spacing'></span>Nov 28, 2017 FERC approval (ER17-2568)<br/><span class='break-spacing'></span>Dec 1, 2017 Tariff amendment filing (ER18-375)<br/><span class='break-spacing'></span>Sep 29, 2017 Tariff amendment filing (ER17-2568)<br/><span class='break-spacing'></span>Jul 26, 2017 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Dec 16, 2017 Effective<br/><span class='break-spacing'></span>Nov 30, 2017 Effective<br/><span class='break-spacing'></span></div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Aliso-Canyon-gas-electric-coordination">Aliso Canyon gas-electric coordination phase 4</a> <span style="display:none">Aliso Canyon</span> <span class="d-none start-date">Mar 23, 2016</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Sep 17, 2018 Draft tariff language posted </td> <td class="stage stage-2"> Feb. 8, 2019 FERC approval<br/><span class='break-spacing'></span>Sept. 28, 2018 Tariff amendment filing (ER18-2520) </td> <td class="stage stage-3"> <div class="implementation-desc">Dec 16, 2018 Effective<br/><span class='break-spacing'></span>Nov 30, 2018 Effective<br/><span class='break-spacing'></span></div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Aliso-Canyon-gas-electric-coordination">Aliso Canyon gas-electric coordination phase 5</a> <span style="display:none">Aliso Canyon</span> <span class="d-none start-date">Mar 23, 2016</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Oct 07, 2019 Draft tariff language posted </td> <td class="stage stage-2"> Dec 31, 2019 FERC approval (ER20-273)<br/><span class='break-spacing'></span>Oct 31, 2019 Tariff amendment filing (ER20-273) </td> <td class="stage stage-3"> <div class="implementation-desc">May 20, 2021 Deployment<br/><span class='break-spacing'></span>May 20, 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Ancillary-service-state-of-charge-constraint">Ancillary service state of charge constraint</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Sep 19, 2022</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> Dec 14, 2022 BOG approval (Energy Storage Enhancements)<br/><span class='break-spacing'></span>Nov 18, 2022 FERC approval (ER22-2881)<br/><span class='break-spacing'></span>Sep 19, 2022 Tariff amendment (ER22-2881) </td> <td class="stage stage-3"> <div class="implementation-desc">Summer 2023<br/><span class='break-spacing'></span>Jul 01, 2023 Activation, retroactive to TD 9/20/22 (Short-term fix)</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Billing-payment-credit-enhancements">Billing, payment and credit enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none">BPC Enhancements</span> <span class="d-none start-date">Sep 26, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Sep 26, 2023 Issue paper and draft final proposal <br/><span class='break-spacing'></span>Sep 05, 2024 Draft tariff language posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Phase 1<br/><span class='break-spacing'></span>Nov 08, 2023 Joint ISO Board of Governors and WEM Governing Body approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Capacity-procurement-mechanism-enhancements">Capacity procurement mechanism enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Jul 27, 2022</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Track 2<br/><span class='break-spacing'></span>Sep 21, 2023 Board of Governors meeting<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Track 1<br/><span class='break-spacing'></span>Jan 11, 2023 Final proposal posted </td> <td class="stage stage-2"> Track 1<br/><span class='break-spacing'></span>Mar 12, 2023 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Capacity-procurement-mechanism-soft-offer-cap">Capacity procurement mechanism soft offer cap</a> <span style="display:none"></span> <span class="d-none start-date">Jun 17, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jan 06, 2020 Draft Final Proposal<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> May 29, 2020 Letter Order Accepting Tariff Revisions to Capacity Procurement Mechanism - Soft Offer Cap (ER20-1075)<br/><span class='break-spacing'></span>Feb 25, 2020 Tariff Amendment Capacity Procurement Mechanism Soft Offer Cap (ER20-1075)<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Central-procurement-entity-implementation%20">Central procurement entity implementation </a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Nov 11, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Feb 16, 2022 Final proposal posted </td> <td class="stage stage-2"> Jul 01, 2022 FERC approval (ER22-1604)<br/><span class='break-spacing'></span>Apr 08, 2022 Tariff amendment filing (ER22-1604)<br/><span class='break-spacing'></span>Mar 17, 2022 ISO Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Oct 12, 2022 Master File / CIRA activation<br/><span class='break-spacing'></span>Jan 01, 2022 Effective date for 2023 Resource Adequacy year<br/><span class='break-spacing'></span>Outcome statement: This implementation results in tariff, software, and business process enhancements to allow all Local Regulatory Authorities (LRAs) to designate a Central Procurement Entity (CPE) to procure local resources on behalf of its Load Serving Entities (LSEs) and to allow LRAs to designate the same CPE to procure local resources on behalf of the LSEs under the jurisdiction of those multiple LRAs. The implementation scope includes:<br/><span class='break-spacing'></span>1) Recognizing a Central Procurement Entity (CPE)<br/><span class='break-spacing'></span>2) System and Local Obligation for CPE and LSEs with Load in Muliple Transmission Access Charge (TAC) Areas<br/><span class='break-spacing'></span>3) Allocation of System and Flexible Attributes of Local Resource Adequacy (RA) Resources<br/><span class='break-spacing'></span>4) Clarification of Capacity Procurement Mechanism (CPM) Process and Cost Allocations in regards to CPE changes</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Clarifications-to-reliability-must-run-designation-process">Clarifications to reliability must-run designation process</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none">Clarifications to RMR designation process</span> <span class="d-none start-date">Aug 09, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> Dec 17, 2021 Board of Governors (information report only) </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Commitment-cost-enhancements-tariff-clarifications">Commitment cost enhancements tariff clarifications</a> <span style="display:none">CCETC</span> <span class="d-none start-date">Dec 10, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jan 28, 2020 Draft tariff language<br/><span class='break-spacing'></span>Jan 28, 2020 Draft final proposal </td> <td class="stage stage-2"> Jun 30, 2020 FERC Order (ER20-1592)<br/><span class='break-spacing'></span>Mar 25, 2020 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Oct 01, 2020 Deployment</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Commitment-costs-and-default-energy-bid-enhancements">Commitment costs and default energy bid enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">CCDEBE</span> <span class="d-none start-date">Nov 22, 2016</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> May 13, 2020 Revised draft tariff language<br/><span class='break-spacing'></span>Aug 30, 2017 Draft final proposal </td> <td class="stage stage-2"> Dec 28, 2020 Order accepting compliance filing (ER19-2727)<br/><span class='break-spacing'></span>Dec 28, 2020 Order accepting compliance filing (ER20-2360)<br/><span class='break-spacing'></span>Sep 21, 2020 FERC approval (ER20-2360)<br/><span class='break-spacing'></span>Jul 09, 2020 Tariff amendment filing (ER20-2360)<br/><span class='break-spacing'></span>Sep 05, 2019 Tariff amendment filing (ER19-2757)<br/><span class='break-spacing'></span>Aug 30, 2019 Tariff amendment filing (ER19-2727)<br/><span class='break-spacing'></span>Mar 22, 2018 Board of Governors approval<br/><span class='break-spacing'></span>Mar 08, 2018 EIM Governing Body briefing </td> <td class="stage stage-3"> <div class="implementation-desc">Jan 2021 Deployment<br/><span class='break-spacing'></span>Jan 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Congestion-revenue-rights-auction-efficiency">Congestion revenue rights auction efficiency</a> <span style="display:none">CRR auction efficiency</span> <span class="d-none start-date">Apr 18, 2017</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Sep 27, 2018 Second revised draft tariff language (track 1B)<br/><span class='break-spacing'></span>Mar 28, 2018 Revised draft tariff language (track 1A) </td> <td class="stage stage-2"> Track 1B Modification<br/><span class='break-spacing'></span>Nov 09, 2018 FERC approval <br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Track 1B <br/><span class='break-spacing'></span>Sep 20, 2018 FERC approval<br/><span class='break-spacing'></span>Jun 21, 2018 Board of Governors approval<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Track 1A<br/><span class='break-spacing'></span>Sep 07, 2018 FERC approval<br/><span class='break-spacing'></span>Mar 22, 2018 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 01, 2018 Deployment (Track 1A)</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Congestion-revenue-rights-enhancements">Congestion revenue rights enhancements</a> <span style="display:none"></span> <span class="d-none start-date">Sep 26, 2024</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Feb 14, 2025 Comments due<br/><span class='break-spacing'></span>Feb 27, 2025* Meeting<br/><span class='break-spacing'></span>Mar 25, 2025* Meeting </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Contingency-modeling-enhancements">Contingency modeling enhancements</a> <span style="display:none">CME</span> <span class="d-none start-date">Mar 26, 2013</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Aug 22, 2017 Draft final proposal posted </td> <td class="stage stage-2"> Dec 14, 2017 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Contract-management-enhancements-2021">Contract management enhancements 2021</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none">COMA 2021</span> <span class="d-none start-date">Aug 09, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> Mar 25, 2022 FERC approval (ER22-878)<br/><span class='break-spacing'></span>Jan 25, 2022 Tariff amendment filing (ER22-878)<br/><span class='break-spacing'></span>Dec 17, 2021 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Day-ahead-market-enhancements">Day-ahead market enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none">DAME</span> <span class="d-none start-date">Jun 19, 2018</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Jul 11, 2023 Revised draft tariff language posted<br/><span class='break-spacing'></span>May 01, 2023 Revised final proposal posted </td> <td class="stage stage-2"> Dec 20, 2023 FERC approval (ER23-2686)<br/><span class='break-spacing'></span>Aug 22, 2023 Tariff amendment (ER23-2686)<br/><span class='break-spacing'></span>May 17, 2023 Joint WEIM Governing Body and ISO Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Dec 11, 2024 Configurable Parameters working group<br/><span class='break-spacing'></span>Jan 24, 2025 Comments due - Configurable Parameters<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Dec 23, 2024 Day-Ahead Market Enhancement - BRS Posted<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>May 01, 2026 Activation</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Day-ahead-market-enhancements-archive">Day-ahead market enhancements archive phase 1</a> <span style="display:none">DAME archive</span> <span class="d-none start-date">Mar 07, 2018</span> </td> <td class="status"> Closed </td> <td class="stage stage-1"> May 02, 2019 Meeting </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Day-ahead-market-enhancements-archive">Day-ahead market enhancements archive phase 2</a> <span style="display:none">DAME archive</span> <span class="d-none start-date">Mar 07, 2018</span> </td> <td class="status"> Closed </td> <td class="stage stage-1"> May 02, 2019 Meeting </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Day-ahead-sufficiency">Day-ahead sufficiency</a> <span style="display:none">DAS</span> <span class="d-none start-date">Nov 15, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Jan 14, 2025 Draft final proposal posted </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Demand-Distributed-Energy-Market-Integration">Demand and Distributed Energy Market Integration</a> <span style="display:none"></span> <span class="d-none start-date">Jan 08, 2025</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Feb 21, 2025 Comments due<br/><span class='break-spacing'></span>Mar 03, 2025* Meeting<br/><span class='break-spacing'></span>Mar 19, 2025* Meeting <br/><span class='break-spacing'></span>Apr 07, 2025* Meeting <br/><span class='break-spacing'></span>Apr 29, 2025* Meeting <br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Dispatch-operating-target-tariff-clarification">Dispatch operating target tariff clarification</a> <span style="display:none">DOTTC</span> <span class="d-none start-date">Apr 13, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Aug 22, 2018 Third revised draft tariff language posted </td> <td class="stage stage-2"> Oct 29, 2018 FERC approval (ER18-2380)<br/><span class='break-spacing'></span>Sep 05, 2018Tariff amendment (ER18-2380)<br/><span class='break-spacing'></span>Jul 26, 2018 Board of Governors briefing </td> <td class="stage stage-3"> <div class="implementation-desc">Dec 2020 Deployment<br/><span class='break-spacing'></span>Feb 2021 Activation<br/><span class='break-spacing'></span></div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Energy-storage-and-distributed-energy-resources">Energy storage and distributed energy resources phase 1</a> <span style="display:none">ESDER</span> <span class="d-none start-date">Aug 27, 2015</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Dec 23, 2015 Revised draft final proposal posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Aug 16, 2016 FERC approval (ER16-1735)<br/><span class='break-spacing'></span>Feb 03, 2016 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 01, 2016 Deployment<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span></div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Energy-storage-and-distributed-energy-resources">Energy storage and distributed energy resources phase 2</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">ESDER</span> <span class="d-none start-date">Aug 27, 2015</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jun 12, 2017 Draft final proposal posted </td> <td class="stage stage-2"> Oct 24, 2018 FERC approval (ER18-2242)<br/><span class='break-spacing'></span>Jul 26, 2017 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 01, 2018 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Energy-storage-and-distributed-energy-resources">Energy storage and distributed energy resources phase 3</a> <div class="eim-categories-container"> <a class="eim-categories" href="/InitiativeDocuments/NoticeofInitialDecisionalClassification-EnergyStorageandDistributedEnergyResourcesPhase3.pdf" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">ESDER</span> <span class="d-none start-date">Aug 27, 2015</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jul 26, 2018 Revised draft final proposal posted </td> <td class="stage stage-2"> Jul 16, 2020 FERC approval phase 3B (ER20-2443)<br/><span class='break-spacing'></span>Nov 6, 2019 FERC approval phase 3A (ER19-2733) <br/><span class='break-spacing'></span>Sep 5, 2018 Board of Governors approval<br/><span class='break-spacing'></span>Aug 22, 2019 EIM Governing Body briefing </td> <td class="stage stage-3"> <div class="implementation-desc">Oct 01, 2020 Activation phase 3B<br/><span class='break-spacing'></span>Nov 2019 Activation phase 3A</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Energy-storage-and-distributed-energy-resources">Energy storage and distributed energy resources phase 4</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">ESDER</span> <span class="d-none start-date">Aug 27, 2015</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Sep 22, 2020 Default energy bid proposal posted<br/><span class='break-spacing'></span>Aug 27, 2020 Final proposal posted </td> <td class="stage stage-2"> Oct 29, 2021 FERC approval phase 4 (ER21-2779)<br/><span class='break-spacing'></span>Mar 19, 2021 Tariff amendment (ER21-1487)<br/><span class='break-spacing'></span>Dec 17, 2020 Board of Governors approval - default energy bid proposal<br/><span class='break-spacing'></span>Sep 30, 2020 Board of Governors approval - final proposal </td> <td class="stage stage-3"> <div class="implementation-desc">Oct 01, 2021 Deployment<br/><span class='break-spacing'></span>Oct 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Energy-storage-enhancements">Energy storage enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Feb 01, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Oct 02, 2023 Workshop paper posted<br/><span class='break-spacing'></span>Mar 15, 2023 Revised draft tariff language posted<br/><span class='break-spacing'></span>Oct 27, 2022 Final proposal posted<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Nov 03, 2023 - Informational filing of effective date track 1 and track 2 (ER23-2537 and ER23-1533)<br/><span class='break-spacing'></span>Sep 29, 2023 FERC approval (ER23-2537)<br/><span class='break-spacing'></span>Aug 01, 2023 Tariff amendment track 2 (ER23-2537) <br/><span class='break-spacing'></span>Jul 17, 2023 Information filing effective date (ER23-1533)<br/><span class='break-spacing'></span>Jun 01, 2023 FERC approval (ER23-1533)<br/><span class='break-spacing'></span>Mar 31, 2023 Tariff amendment (ER23-1533)<br/><span class='break-spacing'></span>Dec 14, 2022 ISO Board of Governors and WEIM Governing Body approval </td> <td class="stage stage-3"> <div class="implementation-desc">Summer 2023 Track 1<br/><span class='break-spacing'></span>Jul 01, 2023 Activation<br/><span class='break-spacing'></span>Fall 2023 Track 2<br/><span class='break-spacing'></span>Nov 01, 2023 Activation</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Excess-behind-the-meter-production">Excess behind the meter production</a> <span style="display:none">EbtmP</span> <span class="d-none start-date">Jul 10, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Dec 02, 2019 Revised draft tariff language<br/><span class='break-spacing'></span>Dec 19, 2018 Draft final proposal </td> <td class="stage stage-2"> Dec 23, 2020 FERC approval (ER21-190)<br/><span class='break-spacing'></span>Oct 23, 2020 Tariff amendment filing (ER21-190)<br/><span class='break-spacing'></span>May 15, 2019 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Oct 01, 2020 Deployment<br/><span class='break-spacing'></span>Jan 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Extended-day-ahead-market">Extended day-ahead market</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none">EDAM</span> <span class="d-none start-date">Oct 03, 2019</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Mid - April 2024 EDAM access charge FERC filing<br/><span class='break-spacing'></span>Jul 25, 2023 Revised draft tariff language posted<br/><span class='break-spacing'></span>Dec 07, 2022 Final proposal posted </td> <td class="stage stage-2"> Jun 11, 2024 EDAM Access Charge FERC approval (ER24-1746)<br/><span class='break-spacing'></span>Dec 20, 2023 FERC approval (ER23-2686)<br/><span class='break-spacing'></span>Aug 22, 2023 Tariff amendment (ER23-2686)<br/><span class='break-spacing'></span>Feb 01, 2023 ISO Board of Governors and WEIM Governing Body joint approval<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">May 01, 2026 Activation</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Extended-day-ahead-market-ISO-balancing-authority-area-participation-rules">Extended day-ahead market ISO balancing authority area participation rules</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none">EDAM ISO BAA Participation Rules</span> <span class="d-none start-date">Mar 20, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Oct 11, 2023 Revised draft tariff language posted<br/><span class='break-spacing'></span>Aug 15, 2023 Track A1 final proposal posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Track A1<br/><span class='break-spacing'></span>Nov 13, 2023 Tariff amendment (ER24-379)<br/><span class='break-spacing'></span>Sep 21, 2023 ISO Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Jan 29, 2025 - Feb 21, 2025 BRS review<br/><span class='break-spacing'></span>Nov 07, 2024 Tariff language<br/><span class='break-spacing'></span>May 01, 2026 Activation<br/><span class='break-spacing'></span></div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Extended-day-ahead-market-working-group-1-supply-commitment-resource-sufficiency-evaluation">Extended day-ahead market: working group 1 - supply commitment and resource sufficiency evaluation</a> <span style="display:none">EDAM</span> <span class="d-none start-date">Dec 10, 2021</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> Policy documents are located on the Extended Day-Ahead Market initiative webpage </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Extended-day-ahead-market-working-group-2-transmission-commitment-congestion-revenue-allocation">Extended day-ahead market: working group 2 - transmission commitment and congestion rent allocation</a> <span style="display:none"></span> <span class="d-none start-date">Dec 13, 2021</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> Policy documents are located on the Extended Day-Ahead Market initiative webpage </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Extended-day-ahead-market-working-group-3-greenhouse-gas-accounting-costs">Extended day-ahead market: working group 3 - greenhouse gas accounting and costs</a> <span style="display:none"></span> <span class="d-none start-date">Dec 13, 2021</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> Policy documents are located on the Extended Day-Ahead Market initiative webpage </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/FERC-Order-831-Import-bidding-and-market-parameters">FERC Order 831 - Import bidding and market parameters</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">FERC 831 - IBMP</span> <span class="d-none start-date">May 16, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jan 28, 2021 Second revised draft tariff language posted<br/><span class='break-spacing'></span>Sep 10, 2020 Revised final proposal posted </td> <td class="stage stage-2"> Jun 17, 2021 Informational filing (ER21-1192)<br/><span class='break-spacing'></span>Apr 27, 2021 FERC approval (ER21-1192)<br/><span class='break-spacing'></span>Feb 22, 2021 Tariff amendment (ER21-1192)<br/><span class='break-spacing'></span>Feb 22, 2021 FERC approval (ER21-1164)<br/><span class='break-spacing'></span>Feb 18, 2021 Notice of withdrawal (ER19-2757)<br/><span class='break-spacing'></span>Feb 17, 2021 Tariff amendment (ER21-1164)<br/><span class='break-spacing'></span>Dec 11, 2020 FERC approval (ER19-2757)<br/><span class='break-spacing'></span>Oct 01, 2020 Board of Governors approval<br/><span class='break-spacing'></span>Sep 21, 2020 FERC approval (ER19-2757)<br/><span class='break-spacing'></span>Sep 05, 2019 Tariff amendment (ER19-2757) </td> <td class="stage stage-3"> <div class="implementation-desc">Jun 2021 Deployment<br/><span class='break-spacing'></span>Jun 2021 Activation<br/><span class='break-spacing'></span></div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/FERC-order-no-881-managing-transmission-line-ratings">FERC Order No. 881 - managing transmission line ratings phase 1</a> <span style="display:none"></span> <span class="d-none start-date">May 06, 2022</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Jun 23, 2022 Revised draft tariff language posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Apr 20, 2023 FERC approval (ER22-2362)<br/><span class='break-spacing'></span>Jul 12, 2022 Compliance filing (ER22-2362)<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Jan 24, 2025 Stakeholder call<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span><br/><span class='break-spacing'></span></div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/FERC-order-no-881-managing-transmission-line-ratings">FERC Order No. 881 - managing transmission line ratings phase 2</a> <span style="display:none"></span> <span class="d-none start-date">May 06, 2022</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> Jun 16, 2023 Compliance Filing (ER22-2362) </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 21, 2024 Comment deadline<br/><span class='break-spacing'></span>Apr 01, 2024 - track 1 <br/><span class='break-spacing'></span>Q4 2024 - track 2 </div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Flexible-ramping-product-refinements">Flexible ramping product refinements</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">FRP Refinements</span> <span class="d-none start-date">Nov 21, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Aug 03, 2022 Draft tariff language posted<br/><span class='break-spacing'></span>Aug 31, 2020 Final proposal posted </td> <td class="stage stage-2"> Oct 18, 2022 FERC approval (ER22-2661)<br/><span class='break-spacing'></span>Aug 15, 2022 Tariff amendment filing (ER22-2661)<br/><span class='break-spacing'></span>Jul 20, 2022 - Joint EIM Governing Body and Board of Governors approval<br/><span class='break-spacing'></span>Sep 30 - Oct 01, 2020 Board of Governors approval<br/><span class='break-spacing'></span>Sep 16, 2020 EIM Governing Body approval<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Deliverability:<br/><span class='break-spacing'></span>Feb 01, 2023 Activation<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Buffer and minimum:<br/><span class='break-spacing'></span>Nov 2020 Deployment<br/><span class='break-spacing'></span>Nov 2020 Activation<br/><span class='break-spacing'></span></div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Frequency-response">Frequency response phase 1</a> <span style="display:none">FR</span> <span class="d-none start-date">Dec 22, 2016</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Mar 17, 2016 Draft tariff language<br/><span class='break-spacing'></span>Feb 11, 2016 Draft final proposal<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Feb 02, 2017 FERC approval <br/><span class='break-spacing'></span>Apr 21, 2016 Tariff amendment filing (ER16-1483)<br/><span class='break-spacing'></span>Mar 25, 2016 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Sep 30, 2016 Deployment</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Frequency-response">Frequency response phase 2</a> <span style="display:none">FR</span> <span class="d-none start-date">Dec 22, 2016</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> Will resume in 2020 </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Gas-resource-management-working-group">Gas resource management working group</a> <span style="display:none">GRM working group</span> <span class="d-none start-date">Jul 14, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Jan 24, 2025 Issue paper posted<br/><span class='break-spacing'></span>Feb 13, 2025 Meeting<br/><span class='break-spacing'></span>Mar 11, 2025 Comments due<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Generation-deliverability-assessment">Generation deliverability assessment</a> <span style="display:none">GDA</span> <span class="d-none start-date">May 02, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Dec 10, 2019 Revised draft tariff language<br/><span class='break-spacing'></span>Oct 30, 2019 Revised draft final proposal<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Sep 11, 2020 FERC approval (ER20-732)<br/><span class='break-spacing'></span>Jun 03, 2020 Compliance filing (ER20-732)<br/><span class='break-spacing'></span>May 19, 2020 FERC approval (ER20-732)<br/><span class='break-spacing'></span>Feb 28, 2020 Deficiency letter (ER20-732)<br/><span class='break-spacing'></span>Jan 02, 2020 Tariff amendment (ER20-732)<br/><span class='break-spacing'></span>Nov 13, 2019 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Generator-deliverability-methodology-review">Generation deliverability methodology review</a> <span style="display:none">GDM</span> <span class="d-none start-date">Dec 12, 2022</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> <div class="implementation-desc">Jan 16, 2024 Initiative complete; moving to implementation</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Greenhouse-gas-coordination-working-group">Greenhouse gas coordination working group</a> <span style="display:none">GHG Coordination</span> <span class="d-none start-date">Jul 14, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Feb 11, 2025 Comments due </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Hybrid-resources">Hybrid resources phase 1</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>WEM Advisory</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Jul 22, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> May 07, 2020 Second revised straw proposal posted<br/><span class='break-spacing'></span>Jul 10, 2020 Revised draft tariff language posted </td> <td class="stage stage-2"> Nov 19, 2020 FERC approval (ER20-2890)<br/><span class='break-spacing'></span>Jul 22, 2020 Board of Governors approval<br/><span class='break-spacing'></span>Jun 30, 2020 EIM Governing Body briefing </td> <td class="stage stage-3"> <div class="implementation-desc">Dec 2020 Activation and Deployment<br/><span class='break-spacing'></span>Oct 2022 Implementation - Phase 1<br/><span class='break-spacing'></span></div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Hybrid-resources">Hybrid resources phase 2</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>WEM Advisory</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Jul 22, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jan 04, 2024 Revision - Add 4 market simulation business requirements<br/><span class='break-spacing'></span>Sep 09, 2021 Third revised draft tariff language (phase 2b) posted<br/><span class='break-spacing'></span>Dec 28, 2020 Revised draft tariff language (phase 2a) posted </td> <td class="stage stage-2"> Nov 30, 2021 FERC approval (phase 2b) (ER21-2853)<br/><span class='break-spacing'></span>Jul 15, 2021 Board of Governors approval (aggregate capability constraint)<br/><span class='break-spacing'></span>Mar 09, 2021 FERC approval (phase 2a) (ER21-843)<br/><span class='break-spacing'></span>Nov 18, 2020 Board of Governors approval<br/><span class='break-spacing'></span>Nov 04, 2020 EIM Governing Body briefing<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Phase 2c RIMS: Oct 01, 2023 Activation<br/><span class='break-spacing'></span>Phase 2c TieGen: Jul 01, 2023 Activation<br/><span class='break-spacing'></span>Phase 2c RIMS: Apr 09, 2025 Activation<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Phase 2b<br/><span class='break-spacing'></span>Feb 01, 2023 Implementation<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Phase 2a<br/><span class='break-spacing'></span>Oct 01, 2021 Deployment<br/><span class='break-spacing'></span>Oct 2021 Activation</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Imbalance-Reserves-Mosaic-Parameter-Requirements">Imbalance Reserves Mosaic Parameter Requirements</a> <span style="display:none">IR Mosaic Parameter Requirements</span> <span class="d-none start-date">Oct 23, 2024</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Inter-SC-Trades-in-Regional-Markets">Inter-SC trades in regional markets</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Aug 02, 2024</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Sep 20, 2024 Draft tariff language posted<br/><span class='break-spacing'></span>Sep 26, 2024 Presentation to ISO Board of Governors and WEM Governing Body </td> <td class="stage stage-2"> Dec 23, 2024 FERC approval (ER25-94)<br/><span class='break-spacing'></span>Nov 05, 2024 Answer to comments (ER25-94)<br/><span class='break-spacing'></span>Oct 15, 2024 Tariff amendment (ER25-94)<br/><span class='break-spacing'></span>Sep 26, 2024 Joint Board of Governors and Governing Body approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Interconnection-process-enhancements">Interconnection process enhancements</a> <span style="display:none">IPE</span> <span class="d-none start-date">Jan 24, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Sep 19, 2018 Revised draft tariff language<br/><span class='break-spacing'></span>Dec 21, 2018 Second addendum to draft final proposal </td> <td class="stage stage-2"> Oct 18, 2019 FERC approval (ER19-2679)<br/><span class='break-spacing'></span>Aug 23, 2019 Tariff amendment filing, 5 items (ER19-2679)<br/><span class='break-spacing'></span>Feb 19, 2019 FERC approval 15 items (ER18-2498)<br/><span class='break-spacing'></span>Feb 07, 2019 Board of Governors approval 4 items<br/><span class='break-spacing'></span>Nov 14, 2018 Board of Governors approval 4 items<br/><span class='break-spacing'></span>Sep 27, 2018 Tariff amendment (ER18-2498)<br/><span class='break-spacing'></span>Sep 05, 2018 Board of Governors approval 8 items<br/><span class='break-spacing'></span>Jul 26, 2018 Board of Governors approval 7 items </td> <td class="stage stage-3"> <div class="implementation-desc">Oct. 23, 2019 Tariff revisions effective (ER19-2679)<br/><span class='break-spacing'></span>Nov 27, 2018 Tariff revisions effective (ER18-2498)</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Interconnection-process-enhancements-2021">Interconnection process enhancements 2021 phase 1</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none">IPE 2021</span> <span class="d-none start-date">Sep 30, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Apr 21, 2022 Final proposal posted </td> <td class="stage stage-2"> Aug 31, 2022 FERC approval (ER22-2018)<br/><span class='break-spacing'></span>Jun 02, 2022 Tariff amendment filing (ER22-2018)<br/><span class='break-spacing'></span>May 12, 2022 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Deliverability: Sep 01, 2022</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Interconnection-process-enhancements-2021">Interconnection process enhancements 2021 phase 2</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none">IPE 2021</span> <span class="d-none start-date">Sep 30, 2021</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Dec 20, 2022 Draft tariff revisions posted<br/><span class='break-spacing'></span>Sep 20, 2022 Final proposal posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Mar 27, 2023 FERC approval (ER23-941)<br/><span class='break-spacing'></span>Jan 26, 2023 Tariff amendment (ER23-941)<br/><span class='break-spacing'></span>Oct 25-26, 2022 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Interconnection-process-enhancements-2023">Interconnection process enhancements 2023 phase 1</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none">IPE</span> <span class="d-none start-date">Feb 27, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Track 2<br/><span class='break-spacing'></span>Oct 17, 2024 FERC filing<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Track 3<br/><span class='break-spacing'></span>Jan 09, 2025 Draft final proposal posted<br/><span class='break-spacing'></span>Feb 18, 2025* Final proposal posting<br/><span class='break-spacing'></span>Feb 25, 2025* Meeting<br/><span class='break-spacing'></span>Mar 04, 2025* Comments due<br/><span class='break-spacing'></span>Mar 27, 2025* Board of Governors meeting<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Track 2<br/><span class='break-spacing'></span>Jun 12, 2024 Board of Governors approval <br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Track 1<br/><span class='break-spacing'></span>Aug 01, 2023 FERC approval (ER23-2058)<br/><span class='break-spacing'></span>Jun 02, 2023 Tariff amendment filing (ER23-2058)<br/><span class='break-spacing'></span>May 17, 2023 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Interconnection-process-enhancements-2023">Interconnection process enhancements 2023 phase 2</a> <span style="display:none">IPE</span> <span class="d-none start-date">Feb 27, 2023</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Intertie-deviation-settlement">Intertie deviation settlement</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">IDS</span> <span class="d-none start-date">Aug 22, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Mar 18, 2019 Draft tariff language<br/><span class='break-spacing'></span>Feb 13, 2019 Draft final proposal<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Mar 31, 2021 Order accepting compliance filing (ER20-1890)<br/><span class='break-spacing'></span>Feb 3, 2021 Compliance filing (ER20-1890)<br/><span class='break-spacing'></span>Feb 1, 2021 Order granting waiver and dismissing compliance filing (ER20-1890)<br/><span class='break-spacing'></span>Dec 08, 2020 Order accepting compliance filing (ER20-1890)<br/><span class='break-spacing'></span>Sep 29, 2020 Compliance filing (ER20-1890)<br/><span class='break-spacing'></span>Sep 17, 2020 FERC approval (ER20-1890)<br/><span class='break-spacing'></span>Feb 07, 2019 Board of Governors approval<br/><span class='break-spacing'></span>Jan 24, 2019 EIM Governing Body briefing </td> <td class="stage stage-3"> <div class="implementation-desc">Feb 01, 2021 Deployment<br/><span class='break-spacing'></span>Feb 08, 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Local-capacity-technical-study-criteria-update">Local capacity technical study criteria update</a> <span style="display:none">LCT study criteria update</span> <span class="d-none start-date">May 30, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Nov 05, 2019 Draft tariff language<br/><span class='break-spacing'></span>Sep 03, 2019 Draft final proposal </td> <td class="stage stage-2"> Jan 17, 2020 FERC approval (ER20-548)<br/><span class='break-spacing'></span>Dec 09, 2019 Tariff amendment filing (ER20-548)<br/><span class='break-spacing'></span>Nov 13, 2019 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Local-market-power-mitigation-enhancements-2018">Local market power mitigation enhancements 2018</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E1</span> <span>E2</span> </div> </a> </div> <span style="display:none">LMPM Enhancements 2018</span> <span class="d-none start-date">Apr 30, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> May 24, 2019 Revised draft tariff language<br/><span class='break-spacing'></span>Feb 01, 2019 Draft final proposal </td> <td class="stage stage-2"> Nov 20, 2019 Local Market Power Mitigation Enhancements Effective Date Notification (ER19-2347)<br/><span class='break-spacing'></span>Sep 30, 2019 FERC approval (ER19-2437)<br/><span class='break-spacing'></span>Jul 02, 2019 Tariff amendment filing (ER19-2347)<br/><span class='break-spacing'></span>Mar 27, 2019 Board of Governors approval<br/><span class='break-spacing'></span>Mar 12, 2019 EIM Governing Body approval </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 13, 2019 Deployment<br/><span class='break-spacing'></span>Nov 2019 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Market-enhancements-for-summer-2021-readiness">Market enhancements for summer 2021 readiness</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E4</span> </div> </a> </div> <span style="display:none">Market enhancements for summer 2021 readiness</span> <span class="d-none start-date">Dec 22, 2020</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Apr 23, 2021 Second revised draft tariff language posted**<br/><span class='break-spacing'></span>Apr 15, 2021 Revised final proposal posted (includes all topics)<br/><span class='break-spacing'></span>Mar 10, 2021 Revised draft tariff language posted* <br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>*Topics include market incentives for imports; real-time scarcity pricing enhancements; reliability demand response dispatch and real-time price impacts; and independent study interconnection enhancements<br/><span class='break-spacing'></span>**Load, export and wheeling priorities topic only </td> <td class="stage stage-2"> Aug 11, 2021 Informational filing (ER21-1790)<br/><span class='break-spacing'></span>Jun 25, 2021 FERC approval (ER21-1790)<br/><span class='break-spacing'></span>May 25, 2021 FERC approval (ER21-1536)<br/><span class='break-spacing'></span>Apr 28, 2021 Tariff Amendment (ER21-1790)**<br/><span class='break-spacing'></span>Apr 23, 2021 Tariff Amendment (ER21-1536)*<br/><span class='break-spacing'></span>Apr 21, 2021 Board of Governors approval**<br/><span class='break-spacing'></span>Apr 19, 2021 EIM Governing Body approval**<br/><span class='break-spacing'></span>Mar 26, 2021 Tariff Amendment (ER21-1536)* <br/><span class='break-spacing'></span>Mar 24-25, 2021 Board of Governors approval*<br/><span class='break-spacing'></span>Mar 10, 2021 EIM Governing Body approval* </td> <td class="stage stage-3"> <div class="implementation-desc">Load, export and wheeling priorities only: <br/><span class='break-spacing'></span>Aug 2021 Deployment <br/><span class='break-spacing'></span>Aug 2021 Activation<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Jun 01, 2021 Deployment<br/><span class='break-spacing'></span>Jun 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Market-parameter-changes-enhancement">Market parameter changes enhancement</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>WEM Advisory</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Apr 19, 2022</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Mar 14, 2023 Revised final proposal posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Oct 19, 2023 Tariff amendment filing approved (ER23-2020)<br/><span class='break-spacing'></span>May 31, 2023 Tariff amendment filing (ER23-2020)<br/><span class='break-spacing'></span>Mar 22, 2023 Board of Governors approval<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Independent release 2023</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Market-settlement-timeline">Market settlement timeline</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">MST</span> <span class="d-none start-date">Jun 13, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Sep 23, 2019 Draft final proposal<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span><br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Nov 13, 2019 Board of Governors approval<br/><span class='break-spacing'></span>Oct 30, 2019 EIM Governing Body briefing<br/><span class='break-spacing'></span>Oct 02, 2020 FERC approval (ER20-2617) </td> <td class="stage stage-3"> <div class="implementation-desc">Dec 2020 Deployment<br/><span class='break-spacing'></span>Jan 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Maximum-import-capability-enhancements">Maximum import capability enhancements phase 1</a> <span style="display:none">MIC enhancements</span> <span class="d-none start-date">Mar 10, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Oct 11, 2021 Final proposal posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Nov 03, 2021 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Fall 2023*</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Maximum-import-capability-enhancements">Maximum import capability enhancements phase 2</a> <span style="display:none">MIC enhancements</span> <span class="d-none start-date">Mar 10, 2021</span> </td> <td class="status"> Closed </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Maximum-import-capability-stabilization-multi-year-allocation">Maximum import capability stabilization and multi-year allocation</a> <span style="display:none">MIC stabilization and multi-year allocation</span> <span class="d-none start-date">Dec 03, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Feb 09, 2021 Revised draft tariff language posted<br/><span class='break-spacing'></span>Jul 14, 2020 Draft final proposal posted </td> <td class="stage stage-2"> Apr 23, 2021 FERC approval (ER21-1469)<br/><span class='break-spacing'></span>Mar 18, 2021 Tariff amendment filing (ER21-1469)<br/><span class='break-spacing'></span>Oct 01, 2020 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Jun 01, 2021 Effective</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Minimum-state-of-charge-extension">Minimum state of charge extension</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>WEM Advisory</span> </div> </a> </div> <span style="display:none">MSOC extension</span> <span class="d-none start-date">Jan 25, 2023</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Mar 06, 2023 Final proposal posted </td> <td class="stage stage-2"> May 25, 2023 FERC approval (ER23-1485) <br/><span class='break-spacing'></span>Mar 28, 2023 Tariff amendment (ER23-1485)<br/><span class='break-spacing'></span>Mar 22, 2023 ISO Board of Governors and WEIM Governing Body approval </td> <td class="stage stage-3"> <div class="implementation-desc">FERC approved extension through Sep 30, 2023 </div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Penalty-enhancements-demand-response-investigation-tolling">Penalty enhancements - demand response, investigation, and tolling </a> <div class="eim-categories-container"> <a class="eim-categories" href="https://stakeholdercenter.caiso.com/InitiativeDocuments/Notice-of-Decisional-Classification-Penalty-Enhancements-Sept-2024.pdf" target="_blank"> <div class='eim-category'> <span>Joint Authority </span> </div> </a> </div> <span style="display:none">PEDRIT</span> <span class="d-none start-date">Feb 20, 2024</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> Dec 30, 2024 Informational filing effective date (ER25-54)<br/><span class='break-spacing'></span>Dec 23, 2024 Letter order accepting tariff amendment (ER25-54)<br/><span class='break-spacing'></span>Nov 07, 2024 Answer to comments (ER25-54)<br/><span class='break-spacing'></span>Oct 08, 2024 Tariff amendment (ER25-54)<br/><span class='break-spacing'></span>Sep 26, 2024 Joint Board of Governors and Governing Body approval </td> <td class="stage stage-3"> <div class="implementation-desc">Jan 06, 2025 Effective date</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Planning-standards-remedial-action-scheme-guidelines-update">Planning standards - remedial action scheme guidelines update</a> <span style="display:none">Planning standards - RAS guidelines update</span> <span class="d-none start-date">Jun 15, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Dec 15, 2022 Draft final proposal posted </td> <td class="stage stage-2"> Feb 02, 2023 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Price-formation-enhancements">Price formation enhancements phase 1</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority </span> </div> </a> </div> <span style="display:none">PFE</span> <span class="d-none start-date">Apr 11, 2022</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> Jul 31, 2024 Order accepting tariff amendment (ER24-2168)<br/><span class='break-spacing'></span>Jul 08, 2024 Answer to comments (ER24-2168)<br/><span class='break-spacing'></span>May 31, 2024 Tariff amendment filing (ER24-2168) </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 14, 2024 PRR 1591 updates to the hourly energy shaping factor<br/><span class='break-spacing'></span>Jul 11, 2024 Training<br/><span class='break-spacing'></span>Aug 01, 2024 Production<br/><span class='break-spacing'></span></div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Price-formation-enhancements">Price formation enhancements phase 2</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none">PFE</span> <span class="d-none start-date">Apr 11, 2022</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Feb 27, 2025 Comments due, Scarcity Pricing<br/><span class='break-spacing'></span>Mar 05, 2025* Meeting, BAA level MPM <br/><span class='break-spacing'></span>Mar 13, 2025* Meeting, Fast Start Pricing<br/><span class='break-spacing'></span>Mar 20, 2025* Meeting, BAA level MPM <br/><span class='break-spacing'></span>Mar 27, 2025* Meeting, Fast Start Pricing, Scarcity Pricing <br/><span class='break-spacing'></span>Apr 03, 2025* Meeting, Fast Start Pricing<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Proxy-demand-resource-resource-adequacy-clarification">Proxy demand resource - resource adequacy clarifications</a> <span style="display:none">PDR-RA Clarifications</span> <span class="d-none start-date">Mar 27, 2020</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Apr 28, 2020 Final proposal </td> <td class="stage stage-2"> Nov 23, 3030 FERC approval (ER20-2922)<br/><span class='break-spacing'></span>Jul 22, 2020 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 2020</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Pseudo-ties-shared-resources">Pseudo-ties of shared resources</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E3</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">May 07, 2020</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Oct 30, 2020 Third revised draft tariff language posted </td> <td class="stage stage-2"> Jan 29, 2021 FERC approval (ER21-447)<br/><span class='break-spacing'></span>Nov 18, 2020 Board of Governors approval<br/><span class='break-spacing'></span>Nov 04, 2020 EIM Governing Body briefing<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">April 2021</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Real-time-market-neutrality-settlement">Real-time market neutrality settlement</a> <div class="eim-categories-container"> <a class="eim-categories" href="/InitiativeDocumentsTemp/NoticeofDecisionalClassification-Real-TimeMarketNeutralitySettlement.pdf" target="_blank"> <div class='eim-category'> <span>E1</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">May 01, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Apr 25, 2019 Issue paper/straw proposal posted </td> <td class="stage stage-2"> Sep 06, 2019 FERC approval<br/><span class='break-spacing'></span>Jul 30, 2019 Tariff amendment filing (ER19-2497)<br/><span class='break-spacing'></span>Jul 24, 2019 Board of Governors consent<br/><span class='break-spacing'></span>Jun 28, 2019 EIM Governing Body approval </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 13, 2019 Deployment<br/><span class='break-spacing'></span>Nov 2019 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Real-time-settlement-review">Real-time settlement review</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E3</span> </div> </a> </div> <span style="display:none">RTSR</span> <span class="d-none start-date">Aug 13, 2020</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Oct 21, 2020 Draft final proposal posted </td> <td class="stage stage-2"> Apr 30, 2021 FERC approval in part/rejection in part (ER21-955)<br/><span class='break-spacing'></span>Mar 25, 2021 Amendment to filing (ER21-955)<br/><span class='break-spacing'></span>Jan 27, 2021 Tariff amendment filing (ER21-955)<br/><span class='break-spacing'></span>Dec 17, 2020 Board of Governors approval<br/><span class='break-spacing'></span>Dec 02, 2020 EIM Governing Body approval (settlement rule changes)<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Phase 2:<br/><span class='break-spacing'></span>Nov 01, 2021 Deployment<br/><span class='break-spacing'></span>Nov 2021 Activation<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Phase 1:<br/><span class='break-spacing'></span>May 01, 2021 Deployment <br/><span class='break-spacing'></span>May 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Reliability-demand-response-resource-bidding-enhancements">Reliability demand response resource bidding enhancements phase 1</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none">RDRR bidding enhancements</span> <span class="d-none start-date">Oct 28, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jan 26, 2022 Draft final proposal posted - track 1<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> May 24, 2022 FERC approval (ER22-1431)<br/><span class='break-spacing'></span>Mar 23, 2022 Tariff amendment filing (ER22-1431)<br/><span class='break-spacing'></span>Mar 16, 2022 ISO Board of Governors and WEIM Governing Body joint approval - track 1<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Jun 01, 2022 effective - track 1</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Reliability-demand-response-resource-bidding-enhancements">Reliability demand response resource bidding enhancements phase 2</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority </span> </div> </a> </div> <span style="display:none">RDRR bidding enhancements</span> <span class="d-none start-date">Oct 28, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Apr 12, 2022 Final proposal posted - track 2 </td> <td class="stage stage-2"> Oct 24, 2022 FERC approval (ER22-2700)<br/><span class='break-spacing'></span>Aug 22, 2022 Tariff amendment filing (ER22-2700)<br/><span class='break-spacing'></span>Jul 20, 2022 Board of Governors and WEIM Governing Body approval - track 2 </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 3, 2022</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Reliability-must-run-and-capacity-procurement-mechanism-enhancements">Reliability must-run and capacity procurement mechanism enhancements</a> <span style="display:none">RMR and CPM enhancements</span> <span class="d-none start-date">Jan 30, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Apr 03, 2019 Third revised draft tariff language posted<br/><span class='break-spacing'></span>Jan 23, 2019 Draft final proposal posted </td> <td class="stage stage-2"> Oct 28, 2019 Compliance filing (ER19-1641)<br/><span class='break-spacing'></span>Sep 27, 2019 FERC approval<br/><span class='break-spacing'></span>Apr 22, 2019 Tariff amendment filing (ER19-1641)<br/><span class='break-spacing'></span>Mar 27, 2019 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Nov 13, 2019 Deployment<br/><span class='break-spacing'></span>Jan 2020 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Resource-adequacy-enhancements">Resource adequacy enhancements phase 1</a> <span style="display:none">RA Enhancements</span> <span class="d-none start-date">Oct 30, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Mar 25, 2021 Revised draft tariff language posted<br/><span class='break-spacing'></span>Feb 17, 2021 Final proposal posted </td> <td class="stage stage-2"> May 28, 2021 FERC approval (ER21-1551)<br/><span class='break-spacing'></span>Mar 29, 2021 Tariff amendment (ER21-1551)<br/><span class='break-spacing'></span>Mar 24, 2021 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Jun 01, 2021 Deployment<br/><span class='break-spacing'></span>Jun 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Resource-adequacy-enhancements">Resource adequacy enhancements phase 2</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>WEM Advisory</span> </div> </a> </div> <span style="display:none">RA Enhancements</span> <span class="d-none start-date">Oct 30, 2018</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> <br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> <div class="implementation-desc">Fall 2023</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Resource-adequacy-modeling-and-program-design%20">Resource adequacy modeling and program design </a> <span style="display:none">RAMPD</span> <span class="d-none start-date">Aug 07, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Feb 10, 2025 Meeting<br/><span class='break-spacing'></span>Feb 11, 2025 Meeting<br/><span class='break-spacing'></span>Mar 04, 2025 Comments due </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Rules-of-conduct-enhancements">Rules of conduct enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority </span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">May 23, 2023</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Track 1<br/><span class='break-spacing'></span>Nov 16, 2023 Revised draft tariff language posted<br/><span class='break-spacing'></span>Aug 02, 2023 Draft final proposal posted </td> <td class="stage stage-2"> Track 1<br/><span class='break-spacing'></span>Sep 20, 2023 ISO Board of Governors and WEIM Governing Body joint approval<br/><span class='break-spacing'></span>Jan 12, 2024 FERC filed ( ER24-872) <br/><span class='break-spacing'></span>Apr 02, 2024 FERC approved effective date (ER24-872)<br/><span class='break-spacing'></span>Oct 08, 2024 FERC approved effective date (ER24-54) </td> <td class="stage stage-3"> <div class="implementation-desc">Track 1<br/><span class='break-spacing'></span>Apr 01, 2024 Implementation <br/><span class='break-spacing'></span>Nov 05, 2024 PRR 1600</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Short-long-start-unit-definitions-update">Short-long start unit definitions update</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Jan 19, 2022</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Feb 17, 2022 Draft final proposal posted<br/><span class='break-spacing'></span>Jan 01, 2022 Revised draft tariff language posted </td> <td class="stage stage-2"> May 23, 2022 FERC approval (ER22-1438)<br/><span class='break-spacing'></span>Mar 24, 2022 Tariff amendment (ER22-1438)<br/><span class='break-spacing'></span>Mar 16, 2022 ISO Board of Governors and WEIM Governing Body approval </td> <td class="stage stage-3"> <div class="implementation-desc">Jun 01, 2022 Activation</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Storage-as-a-transmission-asset">Storage as a transmission asset</a> <span style="display:none">STA </span> <span class="d-none start-date">Apr 06, 2018</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> Jan 14, 2019 Meeting </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/storage-bid-cost-recovery-and-default-energy-bids-enhancements">Storage bid cost recovery and default energy bids enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" href="https://www.caiso.com/documents/decision-on-storage-bid-cost-recovery-enhancements-joint-motion-nov-2024.pdf" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Jun 27, 2024</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Nov 18, 2024 Revised draft tariff language posted<br/><span class='break-spacing'></span>Oct 31, 2024 Final proposal posted <br/><span class='break-spacing'></span><br/><span class='break-spacing'></span><br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Jan 24, 2025 FERC order accepting tariff revisions<br/><span class='break-spacing'></span>Nov 26, 2024 Tariff amendment to prevent unwarranted bid cost recovery payments to storage resources, and request for effective date on shortened notice (ER25-376)<br/><span class='break-spacing'></span>Nov 07, 2024 Joint Board of Governors and WEM Governing Body approval<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Dec 01, 2024 Effective date </div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Storage-design-modeling">Storage design and modeling</a> <span style="display:none"></span> <span class="d-none start-date">Nov 25, 2024</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Feb 20, 2025 Meeting<br/><span class='break-spacing'></span>Mar 05, 2025 Comments due<br/><span class='break-spacing'></span>Mar 19, 2025* Posting<br/><span class='break-spacing'></span>Mar 24, 2025* Meeting<br/><span class='break-spacing'></span>Apr 16, 2025* Meeting<br/><span class='break-spacing'></span>May 28, 2025* Meeting<br/><span class='break-spacing'></span>Jun 25, 2025* Meeting<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Subscriber-participating-transmission-owner-market-scheduling-options">Subscriber participating transmission owner market scheduling options</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none">SPTO</span> <span class="d-none start-date">Nov 01, 2024</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Feb 10, 2025 Comments due<br/><span class='break-spacing'></span>Mar 07, 2025* Draft final proposal posting<br/><span class='break-spacing'></span>Mar 17, 2025* Meeting<br/><span class='break-spacing'></span>Mar 31, 2025* Comments due<br/><span class='break-spacing'></span>Apr 14, 2025* Final proposal posting<br/><span class='break-spacing'></span>May 2025* Board of Governors meeting </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Subscriber-participating-transmission-owner-model">Subscriber participating transmission owner model</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Board</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Jan 11, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Jun 22, 2023 Final proposal posted<br/><span class='break-spacing'></span>Aug 8, 2023 Revised draft tariff language posted<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span><br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Jul 20, 2023 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/System-market-power-mitigation">System market power mitigation</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none">SMP</span> <span class="d-none start-date">Dec 16, 2019</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/test">test</a> <span style="display:none"></span> <span class="d-none start-date">Oct 05, 2023</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Transmission-access-charge-structure-enhancements">Transmission access charge structure enhancements</a> <span style="display:none"></span> <span class="d-none start-date">Jun 30, 2017</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> Sep 17, 2018 Draft final proposal posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Transmission-planning-process-enhancements">Transmission planning process enhancements</a> <span style="display:none"></span> <span class="d-none start-date">Jul 14, 2022</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> <br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/transmission-planning-process-phase-3-revise-competitive-solicitation-project-proposal-fee">Transmission planning process phase 3 - revise competitive solicitation project proposal fee</a> <span style="display:none"></span> <span class="d-none start-date">May 18, 2023</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> Jul 05, 2023 Final proposal and draft tariff language posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Jul 21, 2023 Tariff amendment filing (ER23-2464)<br/><span class='break-spacing'></span>Jul 20, 2023 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Fall 2023*</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Transmission-service-and-market-scheduling-priorities%20">Transmission service and market scheduling priorities phase 1</a> <span style="display:none">TSMSP</span> <span class="d-none start-date">May 20, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jan 11, 2022 Revised draft tariff language posted<br/><span class='break-spacing'></span>Dec 10, 2021 Draft final proposal posted </td> <td class="stage stage-2"> Mar 15, 2022 FERC approval (ER22-906)<br/><span class='break-spacing'></span>Jan 27, 2022 Tariff amendment (ER22-906)<br/><span class='break-spacing'></span>Jan 20, 2022 Board of Governors approval - phase 1<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Spring 2022</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Transmission-service-and-market-scheduling-priorities%20">Transmission service and market scheduling priorities phase 2</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>WEM Advisory</span> </div> </a> </div> <span style="display:none">TSMSP</span> <span class="d-none start-date">May 20, 2021</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> Track 1<br/><span class='break-spacing'></span>Oct 30, 2023 FERC approval (ER23-2510) <br/><span class='break-spacing'></span>Jul 28, 2023 Tariff amendment (ER23-2510)<br/><span class='break-spacing'></span>Feb 01, 2023 Board of Governors approval - phase 2 </td> <td class="stage stage-3"> <div class="implementation-desc">Monthly: Apr 17, 2024 Activation<br/><span class='break-spacing'></span>Daily: Jun 01, 2024 Activation<br/><span class='break-spacing'></span>Transmission service and market scheduling priorities BRS review</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Variable-operations-maintenance-cost-review">Variable operations and maintenance cost review</a> <span style="display:none">VOM cost review</span> <span class="d-none start-date">Dec 19, 2019</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Jan 25, 2021 Revised draft tariff language posted<br/><span class='break-spacing'></span>Oct 22, 2020 Final proposal posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> May 12, 2021 FERC approval (ER21-1266)<br/><span class='break-spacing'></span>Mar 03, 2021 Tariff amendment (ER21-1266)<br/><span class='break-spacing'></span>Nov 18, 2020 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Oct 01, 2021 Deployment<br/><span class='break-spacing'></span>Oct 2021 Activation</div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Variable-operations-maintenance-cost-review-2023">Variable operations and maintenance cost review 2023</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none">VOM</span> <span class="d-none start-date">Jul 17, 2023</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Aug 23, 2023 Final proposal posted<br/><span class='break-spacing'></span>Aug 23, 2023 Draft tariff language posted<br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Nov 21, 2023 FERC approval (ER23-2956)<br/><span class='break-spacing'></span>Sep 28, 2023 Tariff amendment (ER23-2956)<br/><span class='break-spacing'></span>Sep 20, 2023 Board of Governors approval </td> <td class="stage stage-3"> <div class="implementation-desc">Dec 1, 2023 Activation<br/><span class='break-spacing'></span>Outcome statement: The California ISO received FERC approval for the tariff amendments associated with the Variable Operations and Maintenance Cost Review 2023 initiative. To implement these tariff amendments, the ISO updated the default variable operations and maintenance adders effective Dec. 1, 2023.<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>The variable operations and maintenance (VOM) adder and major maintenance adder (MMA) currently in place allow market participants to include their VOM and major maintenance costs in their bids. The CAISO includes these adders in the resource’s “proxy costs”, which mirror the three parts of market participants’ bids into the energy markets: default energy bids (DEBs), minimum load costs, and startup costs. The VOM adder is included in DEBs under the variable cost-based methodology and in minimum load costs under the Proxy Cost option. MMAs are included in minimum load costs and startup costs under the Proxy Cost option. This implementation changed the structure of how operations and maintenance (O&M) costs are estimated for use in the CAISO markets. This implementation is composed of three scope items: <br/><span class='break-spacing'></span>• Scope 1: Defining the O&M cost components, including how to differentiate between fixed and variable O&M costs.<br/><span class='break-spacing'></span>• Scope 2: Redefining the Operations and Maintenance (O&M) adder components.<br/><span class='break-spacing'></span>• Scope 3: Allow market participants to bid in all of their variable maintenance costs through a new default maintenance adder in lieu of the current MMA.<br/><span class='break-spacing'></span></div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Washington-WEIM-greenhouse-gas-enhancements">Washington WEIM greenhouse gas enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" href="http://www.caiso.com/InitiativeDocuments/NoticeofDecisionalClassificationWashingtonWEIMGreenhouseGasEnhancements-Oct2022.pdf" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none">WA WEIM GHG Enhancements</span> <span class="d-none start-date">Aug 09, 2022</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Oct 21, 2022 Draft tariff language posted<br/><span class='break-spacing'></span>Sep 22, 2022 Draft final proposal posted </td> <td class="stage stage-2"> Jun 02, 2023 FERC filing (ER23-2062)<br/><span class='break-spacing'></span>Apr 20, 2023 FERC approval of compliance filing (ER23-474)<br/><span class='break-spacing'></span>Mar 13, 2023 Compliance filing (ER23-474)<br/><span class='break-spacing'></span>Feb 10, 2023 FERC approval (ER23-474)<br/><span class='break-spacing'></span>Dec 19, 2022 Motion for leave to file answer and answer (ER23-474)<br/><span class='break-spacing'></span>Nov 21, 2022 Tariff amendment (ER23-474)<br/><span class='break-spacing'></span>Oct 25-26, 2022 Joint ISO Board of Governors and WEIM Governing Body approval </td> <td class="stage stage-3"> <div class="implementation-desc">Interim solution effective May 01, 2023<br/><span class='break-spacing'></span>Full implementation: Nov 01, 2023<br/><span class='break-spacing'></span>Outcome statement: This implementation includes scope to support the Washington reporting requirements, and reference level updates. This initiative comprises the first set of enhancements to support reporting WEIM transactions for emissions year 2022. The implementation scope includes:<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>- Identification of resources within WA State boundary<br/><span class='break-spacing'></span>- Updatiing of WA State associated resources’ greenhouse gas (GHG) reference levels with dynamic pricing using vendor-provided indices <br/><span class='break-spacing'></span>- Calculation and publication of monthly projected GHG prices for Washington State<br/><span class='break-spacing'></span>- Development of reports to support WEIM Entity annual reporting to Washington State</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Western-EIM-governance-review">WEIM governance review phase 1</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E2</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Dec 14, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> May 21, 2019 Draft final proposal posted<br/><span class='break-spacing'></span>Jun 18, 2019 Addendum to draft final proposal posted<br/><span class='break-spacing'></span>Jun 18, 2019 Revised draft final charter posted </td> <td class="stage stage-2"> May 21, 2019 EIM Governing Body approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Western-EIM-governance-review">WEIM governance review phase 2</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint authority</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Dec 14, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Sep 28, 2021 - Proposed amendment to corporate bylaws: advisory committees posted<br/><span class='break-spacing'></span>Aug 09, 2021 - Part one final proposal posted </td> <td class="stage stage-2"> Sep 23, 2021 Board of Governors approval (part two governance documents)<br/><span class='break-spacing'></span>Sep 08, 2021 EIM Governing Body approval (governance documents)<br/><span class='break-spacing'></span>Aug 20, 2021 Joint Board of Governors and EIM Governing Body approval (part two draft final proposal)<br/><span class='break-spacing'></span>May 06, 2021 Joint ISO Board of Governors and EIM Governing Body approval (part one draft final proposal)<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Western-EIM-governance-review">WEIM governance review phase 3</a> <div class="eim-categories-container"> <a class="eim-categories" href="http://www.caiso.com/InitiativeDocuments/NoticeofDecisionalClassification-WEIMGRC-ExtendedDay-AheadMarketGovernance-Jan2023.pdf" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none"></span> <span class="d-none start-date">Dec 14, 2018</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Dec 7, 2022 EDAM governance draft final proposal posted </td> <td class="stage stage-2"> Feb 01, 2023 Joint WEIM Governing Body and ISO Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/EIM-resource-sufficiency-evaluation-enhancements">WEIM resource sufficiency evaluation enhancements</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>Joint Authority</span> </div> </a> </div> <span style="display:none">RSE</span> <span class="d-none start-date">May 25, 2021</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Mar 21, 2023 Revised final draft tariff language posted<br/><span class='break-spacing'></span>Nov 07, 2022 Revised final proposal posted </td> <td class="stage stage-2"> Mar 31, 2023 Tariff amendment filing (ER23-1534)<br/><span class='break-spacing'></span>Dec 14, 2022 Joint WEIM Governing Body and Board of Governors approval<br/><span class='break-spacing'></span>Sep 14, 2022 FERC Order accepting compliance filing (ER22-1278)<br/><span class='break-spacing'></span>Jun 07, 2022 Compliance filing (ER22-1278)<br/><span class='break-spacing'></span>May 27, 2022 FERC approval (ER22-1278)<br/><span class='break-spacing'></span>Mar 11, 2022 Tariff amendment filing (ER22-1278)<br/><span class='break-spacing'></span>Feb 09, 2022 ISO Board of Governors approval - phase 1<br/><span class='break-spacing'></span>Feb 02, 2022 Market Surveillance Committee opinion adopted - phase 1 <br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Jun 01, 2022 - Phase 1<br/><span class='break-spacing'></span>Jul 01, 2023 - Phase 2 track 1<br/><span class='break-spacing'></span>Jun 01, 2024 - Phase 2 track 2<br/><span class='break-spacing'></span>Outcome statement: This implementation includes enhancements to the WEIM Resource Sufficiency Evaluation (RSE) to ensure the RSE is administered accurately and applied equitably. <br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>The Phase 1 implementation includes enhancements that improve the accuracy and transparency of the RSE. The Phase 1 enhancements implemented include:<br/><span class='break-spacing'></span>- Consideration of Supply Conditions in the Capacity Test<br/><span class='break-spacing'></span>- Flexible Ramping Test Modifications – PBC<br/><span class='break-spacing'></span>- Consider a Resource’s Transition through FOR in the Flexible Ramping Test.<br/><span class='break-spacing'></span>- RSE Modifications – Storage Resources Treatment<br/><span class='break-spacing'></span>- Balancing Test Modifications<br/><span class='break-spacing'></span>- DR Inclusion with RSE<br/><span class='break-spacing'></span>- Reliability of CAISO Interchange Schedules<br/><span class='break-spacing'></span>- Increased RSE Data on RSE Results and Additional Data Transparency and Reporting<br/><span class='break-spacing'></span>- Increased WEIM Entities Situational Awareness Regarding Test Performance<br/><span class='break-spacing'></span>- Net-Load Uncertainty Calculation Removal from Capacity Test<br/><span class='break-spacing'></span>- Intertie Uncertainty Calculation Removal from Capacity Test<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>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. <br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>This Phase 2 impelemtation includes:<br/><span class='break-spacing'></span>Track-1<br/><span class='break-spacing'></span>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.<br/><span class='break-spacing'></span>1B: Facilitate assistance energy transfer between WEIM BAAs into the WEIM BAAs that failed RSE upward test:<br/><span class='break-spacing'></span>1C: Clarification of Post-HASP Block Hour Low-Priority Export<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Track-2<br/><span class='break-spacing'></span>2A: Clarification of Post-HASP Block Hour Low-Priority Export<br/><span class='break-spacing'></span>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)<br/><span class='break-spacing'></span></div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Western-EIM-sub-entity-scheduling-coordinator-role">WEIM sub-entity scheduling coordinator role</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E1</span> </div> </a> </div> <span style="display:none">EIM SESC</span> <span class="d-none start-date">Nov 03, 2020</span> </td> <td class="status"> Inactive </td> <td class="stage stage-1"> Jun 02, 2021 Revised draft tariff language and agreements posted<br/><span class='break-spacing'></span>Mar 18, 2021 Draft final proposal posted </td> <td class="stage stage-2"> Mar 31, 2022 FERC approval (ER22-869)<br/><span class='break-spacing'></span>Jan 21, 2022 Tariff amendment filing (ER22-869)<br/><span class='break-spacing'></span>Sep 08, 2021 EIM Governing Body approval<br/><span class='break-spacing'></span>Sep 22-23, 2021 Board of Governors approval (consent agenda)<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">To be determined</div> <a class="implementation-milestones" href="http://www.caiso.com/Documents/ImplementationMilestones.xlsx">Implementation milestones</a> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/west-wide-governance-pathways-step-1">West-wide governance pathways - step 1</a> <span style="display:none">Pathways Initiative</span> <span class="d-none start-date">Jun 05, 2024</span> </td> <td class="status"> Active </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> Nov 22, 2024 Tariff amendment (ER25-542)<br/><span class='break-spacing'></span>Aug 13, 2024 Board of Governors approval </td> <td class="stage stage-3"> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Western-EIM-base-schedule-submission-deadline">Western EIM base schedule submission deadline phase 1</a> <div class="eim-categories-container"> <a class="eim-categories" target="_blank"> <div class='eim-category'> <span>E1</span> </div> </a> </div> <span style="display:none">BSSD</span> <span class="d-none start-date">Sep 23, 2020</span> </td> <td class="status"> Completed </td> <td class="stage stage-1"> Nov 05, 2020 Draft final proposal posted<br/><span class='break-spacing'></span>Dec 11, 2020 Revised draft tariff language posted <br/><span class='break-spacing'></span> </td> <td class="stage stage-2"> Sep 25, 2023 FERC approval (ER23-2505)<br/><span class='break-spacing'></span>Jul 28, 2023 Removal of submission deadline revisions (ER23-2505/ER21-955)<br/><span class='break-spacing'></span>Jul 19, 2023 Joint ISO Board of Governors and WEIM Governing Body approval<br/><span class='break-spacing'></span>Apr 30, 2021 FERC approval in part/rejection in part (ER21-955)<br/><span class='break-spacing'></span>Mar 25, 2021 Amendment to tariff changes (ER21-955)<br/><span class='break-spacing'></span>Jan 27, 2021 Tariff amendment filing (ER21-955)<br/><span class='break-spacing'></span>Dec 17, 2020 Board of Governors approval<br/><span class='break-spacing'></span>Dec 02, 2020 Western EIM Governing Body approval<br/><span class='break-spacing'></span> </td> <td class="stage stage-3"> <div class="implementation-desc">Phase 2:<br/><span class='break-spacing'></span>Spring 2022 Deployment<br/><span class='break-spacing'></span>Spring 2022 Activation<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>Phase 1:<br/><span class='break-spacing'></span>May 01, 2021 Deployment<br/><span class='break-spacing'></span>May 2021 Activation<br/><span class='break-spacing'></span>Outcome statement: The Phase 1 implementation includes the inclusion of startup energy below a resource's minimum load:<br/><span class='break-spacing'></span>- include startup energy in a WEIM base schedule<br/><span class='break-spacing'></span>o include startup energy in the resource sufficiency evaluation<br/><span class='break-spacing'></span>o reduction of imbalance energy settlement<br/><span class='break-spacing'></span><br/><span class='break-spacing'></span>The Phase 2 scope will not be implemented:<br/><span class='break-spacing'></span>- Updates to the base schedule submission timeline<br/><span class='break-spacing'></span>o move markt closure for the final binding WEIM base schedule submission from T-40 to T-30<br/><span class='break-spacing'></span>~ Adding additional RSE at T-40<br/><span class='break-spacing'></span></div> </td> </tr> <tr> <td> <a href="/RecurringStakeholderProcesses/Western-EIM-base-schedule-submission-deadline">Western EIM base schedule submission deadline phase 2</a> <span style="display:none">BSSD</span> <span class="d-none start-date">Sep 23, 2020</span> </td> <td class="status"> Closed </td> <td class="stage stage-1"> </td> <td class="stage stage-2"> </td> <td class="stage stage-3"> </td> </tr> </tbody> </table> </div> </div> </div> <script type="text/javascript"> var currInitiatives = [{"InitiativeId":"33eba5db-3eaf-407f-8f59-ab020376984b","DisplayTitle":"Adjustment to intertie constraint penalty prices","Title":"Adjustment to intertie constraint penalty prices","ShortTitle":"Penalty prices","StartDate":"\/Date(1636704000000)\/","LinkTitle":"Adjustment-to-intertie-constraint-penalty-prices","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":"WEM Advisory","EIMLink":null,"ShowMilestoneLink":true,"StageA":"Jan 21, 2022 Draft final proposal posted","StageB":"Feb 09, 2022 Joint ISO Board of Governors and WEIM Governing Body approval","StageC":"Jun 01, 2022 Activation","StageD":"Completed"},{"InitiativeId":"6108bd01-bea1-4cbc-9fa2-255e5cd29b82","DisplayTitle":"Aliso Canyon gas-electric coordination phase 1","Title":"Aliso Canyon 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(ER22-1438)\r\nMar 16, 2022 ISO Board of Governors and WEIM Governing Body approval","StageC":"Jun 01, 2022 Activation","StageD":"Completed"},{"InitiativeId":"b5640a2f-cf30-4044-a3b0-77ad91a50e99","DisplayTitle":"Storage as a transmission asset","Title":"Storage as a transmission asset","ShortTitle":"STA ","StartDate":"\/Date(1522998000000)\/","LinkTitle":"Storage-as-a-transmission-asset","PubStatus":"Approved","Status":"Inactive","Phase":1,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":true,"StageA":"Jan 14, 2019 Meeting","StageB":null,"StageC":null,"StageD":""},{"InitiativeId":"3a4ba43c-6a45-4fec-9e6d-d00df5903202","DisplayTitle":"Storage bid cost recovery and default energy bids enhancements","Title":"Storage bid cost recovery and default energy bids enhancements","ShortTitle":null,"StartDate":"\/Date(1719471600000)\/","LinkTitle":"storage-bid-cost-recovery-and-default-energy-bids-enhancements","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":"Joint 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2025 Meeting\r\nMar 05, 2025 Comments due\r\nMar 19, 2025* Posting\r\nMar 24, 2025* Meeting\r\nApr 16, 2025* Meeting\r\nMay 28, 2025* Meeting\r\nJun 25, 2025* Meeting\r\n","StageB":null,"StageC":null,"StageD":""},{"InitiativeId":"c2a4a6ed-3665-4a3a-b7e6-3ffef4fb211b","DisplayTitle":"Subscriber participating transmission owner market scheduling options","Title":"Subscriber participating transmission owner market scheduling options","ShortTitle":"SPTO","StartDate":"\/Date(1730444400000)\/","LinkTitle":"Subscriber-participating-transmission-owner-market-scheduling-options","PubStatus":"Approved","Status":"Active","Phase":1,"EIMCategories":"Board","EIMLink":null,"ShowMilestoneLink":true,"StageA":"Feb 10, 2025 Comments due\r\nMar 07, 2025* Draft final proposal posting\r\nMar 17, 2025* Meeting\r\nMar 31, 2025* Comments due\r\nApr 14, 2025* Final proposal posting\r\nMay 2025* Board of Governors meeting","StageB":null,"StageC":null,"StageD":""},{"InitiativeId":"cc770902-b6cf-417f-920b-c54c346fb26a","DisplayTitle":"Subscriber participating transmission owner model","Title":"Subscriber participating transmission owner model","ShortTitle":null,"StartDate":"\/Date(1673424000000)\/","LinkTitle":"Subscriber-participating-transmission-owner-model","PubStatus":"Approved","Status":"Active","Phase":1,"EIMCategories":"Board","EIMLink":null,"ShowMilestoneLink":true,"StageA":"Jun 22, 2023 Final proposal posted\r\nAug 8, 2023 Revised draft tariff language posted\r\n\r\n\r\n","StageB":"Jul 20, 2023 Board of Governors approval","StageC":null,"StageD":""},{"InitiativeId":"c293d1e7-ad04-479f-b92d-54c97c817f60","DisplayTitle":"System market power mitigation","Title":"System market power mitigation","ShortTitle":"SMP","StartDate":"\/Date(1576483200000)\/","LinkTitle":"System-market-power-mitigation","PubStatus":"Approved","Status":"Inactive","Phase":1,"EIMCategories":"E2","EIMLink":null,"ShowMilestoneLink":false,"StageA":null,"StageB":null,"StageC":null,"StageD":""},{"InitiativeId":"b99c11cd-7438-4e4e-b442-d12de1affb40","DisplayTitle":"test","Title":"test","ShortTitle":null,"StartDate":"\/Date(1696489200000)\/","LinkTitle":"test","PubStatus":"Approved","Status":"Inactive","Phase":1,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":true,"StageA":null,"StageB":null,"StageC":null,"StageD":""},{"InitiativeId":"81e6cda5-b37f-461b-bbb4-05dc64c5214a","DisplayTitle":"Transmission access charge structure enhancements","Title":"Transmission access charge structure enhancements","ShortTitle":null,"StartDate":"\/Date(1498806000000)\/","LinkTitle":"Transmission-access-charge-structure-enhancements","PubStatus":"Approved","Status":"Inactive","Phase":1,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":false,"StageA":"Sep 17, 2018 Draft final proposal posted\r\n","StageB":null,"StageC":null,"StageD":""},{"InitiativeId":"abb1e9d2-fadf-41e5-8480-9b520f862f67","DisplayTitle":"Transmission planning process enhancements","Title":"Transmission planning process enhancements","ShortTitle":null,"StartDate":"\/Date(1657782000000)\/","LinkTitle":"Transmission-planning-process-enhancements","PubStatus":"Approved","Status":"Active","Phase":1,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":true,"StageA":null,"StageB":"\r\n","StageC":null,"StageD":""},{"InitiativeId":"c6511779-3285-42d2-a06e-2c4d95a9141a","DisplayTitle":"Transmission planning process phase 3 - revise competitive solicitation project proposal fee","Title":"Transmission planning process phase 3 - revise competitive solicitation project proposal fee","ShortTitle":null,"StartDate":"\/Date(1684393200000)\/","LinkTitle":"transmission-planning-process-phase-3-revise-competitive-solicitation-project-proposal-fee","PubStatus":"Approved","Status":"Active","Phase":1,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":true,"StageA":"Jul 05, 2023 Final proposal and draft tariff language posted\r\n","StageB":"Jul 21, 2023 Tariff amendment filing (ER23-2464)\r\nJul 20, 2023 Board of Governors approval","StageC":"Fall 2023*","StageD":""},{"InitiativeId":"cb1e4c35-cb52-42d3-be90-92f5a78ac475","DisplayTitle":"Transmission service and market scheduling priorities phase 1","Title":"Transmission service and market scheduling priorities","ShortTitle":"TSMSP","StartDate":"\/Date(1621494000000)\/","LinkTitle":"Transmission-service-and-market-scheduling-priorities ","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":true,"StageA":"Jan 11, 2022 Revised draft tariff language posted\r\nDec 10, 2021 Draft final proposal posted","StageB":"Mar 15, 2022 FERC approval (ER22-906)\r\nJan 27, 2022 Tariff amendment (ER22-906)\r\nJan 20, 2022 Board of Governors approval - phase 1\r\n\r\n","StageC":"Spring 2022","StageD":"Completed"},{"InitiativeId":"cb1e4c35-cb52-42d3-be90-92f5a78ac475","DisplayTitle":"Transmission service and market scheduling priorities phase 2","Title":"Transmission service and market scheduling priorities","ShortTitle":"TSMSP","StartDate":"\/Date(1621494000000)\/","LinkTitle":"Transmission-service-and-market-scheduling-priorities ","PubStatus":"Approved","Status":"Active","Phase":2,"EIMCategories":"WEM Advisory","EIMLink":null,"ShowMilestoneLink":true,"StageA":null,"StageB":"Track 1\r\nOct 30, 2023 FERC approval (ER23-2510) \r\nJul 28, 2023 Tariff amendment (ER23-2510)\r\nFeb 01, 2023 Board of Governors approval - phase 2","StageC":"Monthly: Apr 17, 2024 Activation\r\nDaily: Jun 01, 2024 Activation\r\nTransmission service and market scheduling priorities BRS review","StageD":""},{"InitiativeId":"08807a2a-de81-4949-8581-d7eb05d153da","DisplayTitle":"Variable operations and maintenance cost review","Title":"Variable operations and maintenance cost review","ShortTitle":"VOM cost review","StartDate":"\/Date(1576742400000)\/","LinkTitle":"Variable-operations-maintenance-cost-review","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":false,"StageA":"Jan 25, 2021 Revised draft tariff language posted\r\nOct 22, 2020 Final proposal posted\r\n","StageB":"May 12, 2021 FERC approval (ER21-1266)\r\nMar 03, 2021 Tariff amendment (ER21-1266)\r\nNov 18, 2020 Board of Governors approval","StageC":"Oct 01, 2021 Deployment\r\nOct 2021 Activation","StageD":"Completed"},{"InitiativeId":"afc528e9-65d2-4786-9712-2e404c09b29b","DisplayTitle":"Variable operations and maintenance cost review 2023","Title":"Variable operations and maintenance cost review 2023","ShortTitle":"VOM","StartDate":"\/Date(1689577200000)\/","LinkTitle":"Variable-operations-maintenance-cost-review-2023","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":"Joint Authority","EIMLink":null,"ShowMilestoneLink":true,"StageA":"Aug 23, 2023 Final proposal posted\r\nAug 23, 2023 Draft tariff language posted\r\n","StageB":"Nov 21, 2023 FERC approval (ER23-2956)\r\nSep 28, 2023 Tariff amendment (ER23-2956)\r\nSep 20, 2023 Board of Governors approval","StageC":"Dec 1, 2023 Activation\r\nOutcome statement: The California ISO received FERC approval for the tariff amendments associated with the Variable Operations and Maintenance Cost Review 2023 initiative. To implement these tariff amendments, the ISO updated the default variable operations and maintenance adders effective Dec. 1, 2023.\r\n\r\nThe variable operations and maintenance (VOM) adder and major maintenance adder (MMA) currently in place allow market participants to include their VOM and major maintenance costs in their bids. The CAISO includes these adders in the resource’s “proxy costs”, which mirror the three parts of market participants’ bids into the energy markets: default energy bids (DEBs), minimum load costs, and startup costs. The VOM adder is included in DEBs under the variable cost-based methodology and in minimum load costs under the Proxy Cost option. MMAs are included in minimum load costs and startup costs under the Proxy Cost option. This implementation changed the structure of how operations and maintenance (O\u0026M) costs are estimated for use in the CAISO markets. This implementation is composed of three scope items: \r\n• Scope 1: Defining the O\u0026M cost components, including how to differentiate between fixed and variable O\u0026M costs.\r\n• Scope 2: Redefining the Operations and Maintenance (O\u0026M) adder components.\r\n• Scope 3: Allow market participants to bid in all of their variable maintenance costs through a new default maintenance adder in lieu of the current MMA.\r\n","StageD":"Completed"},{"InitiativeId":"a0e04912-3cda-4788-98c4-31bed9fc0b5e","DisplayTitle":"Washington WEIM greenhouse gas enhancements","Title":"Washington WEIM greenhouse gas enhancements","ShortTitle":"WA WEIM GHG Enhancements","StartDate":"\/Date(1660028400000)\/","LinkTitle":"Washington-WEIM-greenhouse-gas-enhancements","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":"Joint Authority","EIMLink":"http://www.caiso.com/InitiativeDocuments/NoticeofDecisionalClassificationWashingtonWEIMGreenhouseGasEnhancements-Oct2022.pdf","ShowMilestoneLink":true,"StageA":"Oct 21, 2022 Draft tariff language posted\r\nSep 22, 2022 Draft final proposal posted","StageB":"Jun 02, 2023 FERC filing (ER23-2062)\r\nApr 20, 2023 FERC approval of compliance filing (ER23-474)\r\nMar 13, 2023 Compliance filing (ER23-474)\r\nFeb 10, 2023 FERC approval (ER23-474)\r\nDec 19, 2022 Motion for leave to file answer and answer (ER23-474)\r\nNov 21, 2022 Tariff amendment (ER23-474)\r\nOct 25-26, 2022 Joint ISO Board of Governors and WEIM Governing Body approval","StageC":"Interim solution effective May 01, 2023\r\nFull implementation: Nov 01, 2023\r\nOutcome statement: This implementation includes scope to support the Washington reporting requirements, and reference level updates. This initiative comprises the first set of enhancements to support reporting WEIM transactions for emissions year 2022. The implementation scope includes:\r\n\r\n- Identification of resources within WA State boundary\r\n- Updatiing of WA State associated resources’ greenhouse gas (GHG) reference levels with dynamic pricing using vendor-provided indices \r\n- Calculation and publication of monthly projected GHG prices for Washington State\r\n- Development of reports to support WEIM Entity annual reporting to Washington State","StageD":"Completed"},{"InitiativeId":"35804c31-2905-4cc6-a189-01c5f1795774","DisplayTitle":"WEIM governance review phase 1","Title":"WEIM governance review","ShortTitle":null,"StartDate":"\/Date(1544774400000)\/","LinkTitle":"Western-EIM-governance-review","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":"E2","EIMLink":null,"ShowMilestoneLink":true,"StageA":"May 21, 2019 Draft final proposal posted\r\nJun 18, 2019 Addendum to draft final proposal posted\r\nJun 18, 2019 Revised draft final charter posted","StageB":"May 21, 2019 EIM Governing Body approval","StageC":null,"StageD":"Completed"},{"InitiativeId":"35804c31-2905-4cc6-a189-01c5f1795774","DisplayTitle":"WEIM governance review phase 2","Title":"WEIM governance review","ShortTitle":null,"StartDate":"\/Date(1544774400000)\/","LinkTitle":"Western-EIM-governance-review","PubStatus":"Approved","Status":"Completed","Phase":2,"EIMCategories":"Joint authority","EIMLink":null,"ShowMilestoneLink":true,"StageA":"Sep 28, 2021 - Proposed amendment to corporate bylaws: advisory committees posted\r\nAug 09, 2021 - Part one final proposal posted","StageB":"Sep 23, 2021 Board of Governors approval (part two governance documents)\r\nSep 08, 2021 EIM Governing Body approval (governance documents)\r\nAug 20, 2021 Joint Board of Governors and EIM Governing Body approval (part two draft final proposal)\r\nMay 06, 2021 Joint ISO Board of Governors and EIM Governing Body approval (part one draft final proposal)\r\n\r\n","StageC":null,"StageD":"Completed"},{"InitiativeId":"35804c31-2905-4cc6-a189-01c5f1795774","DisplayTitle":"WEIM governance review phase 3","Title":"WEIM governance review","ShortTitle":null,"StartDate":"\/Date(1544774400000)\/","LinkTitle":"Western-EIM-governance-review","PubStatus":"Approved","Status":"Completed","Phase":3,"EIMCategories":"Joint Authority","EIMLink":"http://www.caiso.com/InitiativeDocuments/NoticeofDecisionalClassification-WEIMGRC-ExtendedDay-AheadMarketGovernance-Jan2023.pdf","ShowMilestoneLink":true,"StageA":"Dec 7, 2022 EDAM governance draft final proposal posted","StageB":"Feb 01, 2023 Joint WEIM Governing Body and ISO Board of Governors approval","StageC":null,"StageD":"Completed"},{"InitiativeId":"327d965c-0f34-4a0c-9023-028e8c4ec749","DisplayTitle":"WEIM resource sufficiency evaluation enhancements","Title":"WEIM resource sufficiency evaluation enhancements","ShortTitle":"RSE","StartDate":"\/Date(1621926000000)\/","LinkTitle":"EIM-resource-sufficiency-evaluation-enhancements","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":"Joint Authority","EIMLink":null,"ShowMilestoneLink":true,"StageA":"Mar 21, 2023 Revised final draft tariff language posted\r\nNov 07, 2022 Revised final proposal posted","StageB":"Mar 31, 2023 Tariff amendment filing (ER23-1534)\r\nDec 14, 2022 Joint WEIM Governing Body and Board of Governors approval\r\nSep 14, 2022 FERC Order accepting compliance filing (ER22-1278)\r\nJun 07, 2022 Compliance filing (ER22-1278)\r\nMay 27, 2022 FERC approval (ER22-1278)\r\nMar 11, 2022 Tariff amendment filing (ER22-1278)\r\nFeb 09, 2022 ISO Board of Governors approval - phase 1\r\nFeb 02, 2022 Market Surveillance Committee opinion adopted - phase 1 \r\n","StageC":"Jun 01, 2022 - Phase 1\r\nJul 01, 2023 - Phase 2 track 1\r\nJun 01, 2024 - Phase 2 track 2\r\nOutcome statement: This implementation includes enhancements to the WEIM Resource Sufficiency Evaluation (RSE) to ensure the RSE is administered accurately and applied equitably. \r\n\r\nThe Phase 1 implementation includes enhancements that improve the accuracy and transparency of the RSE. The Phase 1 enhancements implemented include:\r\n- Consideration of Supply Conditions in the Capacity Test\r\n- Flexible Ramping Test Modifications – PBC\r\n- Consider a Resource’s Transition through FOR in the Flexible Ramping Test.\r\n- RSE Modifications – Storage Resources Treatment\r\n- Balancing Test Modifications\r\n- DR Inclusion with RSE\r\n- Reliability of CAISO Interchange Schedules\r\n- Increased RSE Data on RSE Results and Additional Data Transparency and Reporting\r\n- Increased WEIM Entities Situational Awareness Regarding Test Performance\r\n- Net-Load Uncertainty Calculation Removal from Capacity Test\r\n- Intertie Uncertainty Calculation Removal from Capacity Test\r\n\r\nThe 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. \r\n\r\nThis Phase 2 impelemtation includes:\r\nTrack-1\r\n1A: 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.\r\n1B: Facilitate assistance energy transfer between WEIM BAAs into the WEIM BAAs that failed RSE upward test:\r\n1C: Clarification of Post-HASP Block Hour Low-Priority Export\r\n\r\nTrack-2\r\n2A: Clarification of Post-HASP Block Hour Low-Priority Export\r\n2B: 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)\r\n","StageD":"Completed"},{"InitiativeId":"05763a22-4eb9-43b3-a30a-d70aebba9a46","DisplayTitle":"WEIM sub-entity scheduling coordinator role","Title":"WEIM sub-entity scheduling coordinator role","ShortTitle":"EIM SESC","StartDate":"\/Date(1604390400000)\/","LinkTitle":"Western-EIM-sub-entity-scheduling-coordinator-role","PubStatus":"Approved","Status":"Inactive","Phase":1,"EIMCategories":"E1","EIMLink":null,"ShowMilestoneLink":true,"StageA":"Jun 02, 2021 Revised draft tariff language and agreements posted\r\nMar 18, 2021 Draft final proposal posted","StageB":"Mar 31, 2022 FERC approval (ER22-869)\r\nJan 21, 2022 Tariff amendment filing (ER22-869)\r\nSep 08, 2021 EIM Governing Body approval\r\nSep 22-23, 2021 Board of Governors approval (consent agenda)\r\n","StageC":"To be determined","StageD":""},{"InitiativeId":"7316d031-2544-4cdc-ac9f-2bdc22ca6491","DisplayTitle":"West-wide governance pathways - step 1","Title":"West-wide governance pathways - step 1","ShortTitle":"Pathways Initiative","StartDate":"\/Date(1717570800000)\/","LinkTitle":"west-wide-governance-pathways-step-1","PubStatus":"Approved","Status":"Active","Phase":1,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":true,"StageA":null,"StageB":"Nov 22, 2024 Tariff amendment (ER25-542)\r\nAug 13, 2024 Board of Governors approval","StageC":null,"StageD":""},{"InitiativeId":"a6ac999c-ed22-4152-a160-c211e03020a1","DisplayTitle":"Western EIM base schedule submission deadline phase 1","Title":"Western EIM base schedule submission deadline","ShortTitle":"BSSD","StartDate":"\/Date(1600844400000)\/","LinkTitle":"Western-EIM-base-schedule-submission-deadline","PubStatus":"Approved","Status":"Completed","Phase":1,"EIMCategories":"E1","EIMLink":null,"ShowMilestoneLink":false,"StageA":"Nov 05, 2020 Draft final proposal posted\r\nDec 11, 2020 Revised draft tariff language posted \r\n","StageB":"Sep 25, 2023 FERC approval (ER23-2505)\r\nJul 28, 2023 Removal of submission deadline revisions (ER23-2505/ER21-955)\r\nJul 19, 2023 Joint ISO Board of Governors and WEIM Governing Body approval\r\nApr 30, 2021 FERC approval in part/rejection in part (ER21-955)\r\nMar 25, 2021 Amendment to tariff changes (ER21-955)\r\nJan 27, 2021 Tariff amendment filing (ER21-955)\r\nDec 17, 2020 Board of Governors approval\r\nDec 02, 2020 Western EIM Governing Body approval\r\n","StageC":"Phase 2:\r\nSpring 2022 Deployment\r\nSpring 2022 Activation\r\n\r\nPhase 1:\r\nMay 01, 2021 Deployment\r\nMay 2021 Activation\r\nOutcome statement: The Phase 1 implementation includes the inclusion of startup energy below a resource\u0027s minimum load:\r\n- include startup energy in a WEIM base schedule\r\no include startup energy in the resource sufficiency evaluation\r\no reduction of imbalance energy settlement\r\n\r\nThe Phase 2 scope will not be implemented:\r\n- Updates to the base schedule submission timeline\r\no move markt closure for the final binding WEIM base schedule submission from T-40 to T-30\r\n~ Adding additional RSE at T-40\r\n","StageD":"Completed"},{"InitiativeId":"a6ac999c-ed22-4152-a160-c211e03020a1","DisplayTitle":"Western EIM base schedule submission deadline phase 2","Title":"Western EIM base schedule submission deadline","ShortTitle":"BSSD","StartDate":"\/Date(1600844400000)\/","LinkTitle":"Western-EIM-base-schedule-submission-deadline","PubStatus":"Approved","Status":"Closed","Phase":2,"EIMCategories":null,"EIMLink":null,"ShowMilestoneLink":false,"StageA":null,"StageB":null,"StageC":null,"StageD":"Closed"}]; var oldInitiatives = [{"DisplayTitle":"Administrative pricing rules","Status":"Closed","ExternalLinkID":"eec66443-e597-40c8-a547-565b47fb3f10","StageA":null,"StageB":null,"StageC":null,"EIMCategories":null},{"DisplayTitle":"Affected system impacts of generator interconnection","Status":"Completed","ExternalLinkID":"5155db7e-1eb5-4c14-810a-5d5374dfa09b","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Alternative dispute resolution committee tariff amendment","Status":"Completed","ExternalLinkID":"74969270-398e-40c3-9398-c19af77e0a53","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Amendment 60 implementation plan","Status":"Completed","ExternalLinkID":"d31e6fef-703e-4225-b989-77aa19680307","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Ancillary services forced buy back","Status":"Completed","ExternalLinkID":"2d9c3d38-3d51-449b-9e7d-320d651b1192","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Ancillary services procurement in HASP and dispatch logic","Status":"Completed","ExternalLinkID":"bbd59e14-a280-4d78-977e-5c4e5d21c725","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Approval of transmission elements under $50 million","Status":"Completed","ExternalLinkID":"eedf3789-0714-4b29-9c6b-58f260d046da","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Bid cost recovery and variable energy resource settlements","Status":"Completed","ExternalLinkID":"0f4ed53b-6387-4f1c-a0a9-54883f3c23e8","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Bid cost recovery enhancements","Status":"Closed","ExternalLinkID":"4e892de3-5fe0-46e4-84da-1396391cf8be","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Bid cost recovery mitigation measures","Status":"Completed","ExternalLinkID":"e06b37f3-c9c8-49cf-bf4e-f2a7e5d2949e","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Bidding and mitigation of commitment costs","Status":"Completed","ExternalLinkID":"199a33dd-45ba-4457-8eb1-6c4264052dc1","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Bidding rules enhancements","Status":"Completed","ExternalLinkID":"511740b8-6a9a-4d1c-b4c4-65af45799d4b","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Black start and system restoration phase 2","Status":"Completed","ExternalLinkID":"11b1a2db-58d5-42bc-9374-b1b3c77d359f","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Blackstart and system restoration","Status":"Completed","ExternalLinkID":"9762cfbb-57d1-4cde-a4d4-115b53499043","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Capacity markets","Status":"Completed","ExternalLinkID":"d3434614-39b5-464e-9bc0-70a2539c1d1d","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Capacity procurement mechanism","Status":"Completed","ExternalLinkID":"14848d16-c049-4587-937c-ab81d3920b90","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Capacity procurement mechanism designation of Sutter Energy Center","Status":"Closed","ExternalLinkID":"91e8666a-ca84-4f00-af97-7a599473e609","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Capacity procurement mechanism replacement","Status":"Completed","ExternalLinkID":"bfe609ff-a9a1-4828-bf01-51a495bef7e2","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Capacity procurement mechanism risk-of-retirement process enhancements","Status":"Closed","ExternalLinkID":"6fcde7df-c3fb-42e3-8f62-50b795db0424","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Central counterparty exception for self-supply","Status":"Completed","ExternalLinkID":"13befcb2-dfff-4312-a0ba-c921ff7dcad5","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Circular scheduling","Status":"Completed","ExternalLinkID":"b5e9f700-c559-4702-b111-30fd2809589f","StageA":"","StageB":"","StageC":"","EIMCategories":""},{"DisplayTitle":"Commitment cost enhancements phase 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