Closed Market Design Projects The ISO has closed the following projects, either by modifying the market design and tariff or by determining that no further action is required at this time. Market design projects are moved to this document when the effective date has passed and the projects have been implemented. Market design projects that did not result in near-term design changes are also shown in this section. The ISO maintains a historical repository of Federal Energy Regulatory Commission (FERC) by month and year located at . Summary of Completed Market Design Projects (Listed by Estimated Earliest Effective Date) Project ID Market Design Project Estimated Earliest Effective Date Docket No. (Filing Date) Design Status ― Financial Transmission Right Auction Enhancements January 2012 ER11-3568-000 (May 13, 2011) Complete ― Reopen Regulation Market February 2012 ER12-505-000 (December 1, 2011) Complete ― Load Reconstitution 2012 ER10-1653-000 (June 30, 2010) Complete ― FCM Design Reforms Extension April 2012 ER12-953-000 (January 31, 2012) Complete ― Start-Up and No-Load Reoffer Changes 2012 N/A Complete ― Virtual Transaction Submission Limits April 2012 N/A Complete ― NCPC: Weekly Posturing Rules May 2012 ER12-1809-000 (May 17, 2012) Complete ― NCPC: Weekly Posturing Rules Compliance May 2012 ER12-1809-001 ER12-1809-002 (July 30, 2012) Complete ― End-Use Customer Aggregation (Order 745 Compliance) June 2012 ER11-4336-005 (March 26, 2012) Complete ― FCA Informational Publishing June 2012 ER12-1455-000 (April 6, 2012) Complete ― FCA Informational Publishing Compliance June 2012 ER12-1455-001 (July 2, 2012) Complete ― FCM Capacity Transfer Rights (CTRs) June 2012 ER12-1234-000 (March 9, 2012) Complete ― FCM Demand-Resource Capacity Auditing June 2012 ER12-1389-000 (March 29, 2012) Complete ― FCM Demand-Resource Performance Incentives June 2012 ER12-1392-000 (March 29, 2012) Complete ― FCM Net Regional Clearing Price (NRCP) June 2012 ER12-1325-000 (March 23, 2012) Complete
― FCM Supplemental Availability Bilateral Transactions June 2012 ER12-1382-000 (March 29, 2012) Complete ― Price-Responsive Demand: Transition Period Changes June 2012 ER12-1550-000 (April 1, 2012) Complete ― System TMOR Reserve-Constraint Penalty Factor Prices June 2012 ER12-1314-000 22, 2012) Complete ― Electronic Data Reporting 760) August 2012 ER12-2228-000 (July 11, 2012) Complete ― FCM Rejected Delist Bid Follow-Up Actions August 2012 ER12-1914-000 (June 1, 2012) Complete ― FCM Rejected Delist Bid Follow-Up Actions Compliance August 2012 ER12-1914-001 (August 30, 2012) Complete ― FCM Partial Nonprice Retirement October 2012 ER12-2393-000 (August 3, 2012) Complete ― FCM Resource Termination November 13, 2012 ER12-2625-000 (September 14, 2012) Complete ― FCA #7 November 2012 ER12-2697-000 (September 27, 2012) Complete ― FRM Threshold Price Calculation Frequency November 2012 ER12-2485-000 (August 20, 2012) Complete ― Financial Assurance Bilateral Transaction Cure Period January 2013 ER12-2575-000 (September 4, 2012) Complete ― Central Counterparty (Order 741) January 2013 ER12-1651-000 (April 30, 2012) Complete 1 Gas Pipeline Information Sharing January 2013 N/A Complete 13 Financial Assurance and Bilateral Transactions Phase 1: January 2013 2: N/A ER13-270-000 (November 1, 2012) Complete No action ― FCM Static Delist Bids February 2013 ER13-612-000 (December 21, 2012) Complete 12 FCM Redesign February 2013 ER12-953-001 (December 3, 2012) Complete 2 Forward Reserve Market TMNSR Procurement March 2013 ER13-465-000 (November 27, 2012) Complete 50 Wind Forecasting and Dispatch Q2 2013 N/A Merged with other project 11 FCM Reconfiguration Auction and Capacity Supply Obligation (CSO) Bilateral Transaction Enhancements 2013 ER13-585-000 ER13-585-001 (December 19, 2012) Complete 4 FCM Demand-Asset Auditing May 1, 2013 ER13-1010-000 1, 2013) Complete ― Off-line Reserve Capability Determination June 2013 ER13-323-000 (November 6, 2012) Complete
5 Day-Ahead Energy Market Schedule June 2013 ER13-895-000 (February 7, 2013) Complete 6 Obsolete Language Review June 15, 2013 ER13-1149-000 (March 22, 2013) Complete 47 Reliability Commitment Cost Recovery June 25, 2013 EL13-72-000 (August 13, 2013) Er13-2149-000 (August 20, 2013) Complete 3 Regulation Market Opportunity Cost July 2013 ER13-1259-000 11. 2013) Complete 22 PRD and Net Supply August 21, 2013 ER13-1742-000 (June 21, 2013) Complete 20 Price-Responsive Demand: Full Integration Capacity Market Changes August 21, 2013 ER13-1742-000 (June 21, 2013) Complete 7 Generation Capacity Auditing Phase 1: December 2012 Phase 2: September 2013 N/A ER13-323-000 (November 6, 2012) Complete 51 Winter 2013/2014 Reliability Solutions Winter 2013/2014 Reliability Solutions Compliance August 27, 2013 September 6, 2013 September 6, 2013 ER13-1851-000 (June 28, 2013) ER13-1851-001 (August 9, 2013) ER13-1851-000 (October 15, 2013) Complete Complete 14 Forward Capacity Auction #8 Carry-Forward and Administrative Pricing Objective Function N/A September 2, 2013 N/A ER13-1880-000 (July 1, 2013) No action taken Complete 17 Import Capacity Resource Qualification Documentation September 23, 2013 N/A Complete 16 Forward Reserve Market (FRM) Incentives October 1, 2013 ER13-1733-000 (June 20, 2013) Complete 25 TMOR RCPF & Replacement Reserve October 1, 2013 ER13-1736-000 (June 20, 2013) Complete 37 FCM Shortage-Event Triggers October 4, 2013 ER13-2313-000 (September 4, 2013) Complete 24 Tie-Line Name Clean-Up October 6, 2013 ER13-2113-000 (August 6, 2013) Complete 43 Net Metered Generator Auditing October 7, 2013 ER13-2110-000 (August 5, 2013) Complete
60 Non-Commercial Resource Treatment 2014 ER14-2440-00 (July 16, 2014) Complete 57 Gas Pipeline Information Sharing January 11, 2014 ER14-970-000 (January 10, 2014) Complete 40 NCPC Local Second-Contingency Protection Resource (LSCPR) Cost Allocation January 23, 2014 ER14-584-000 (December 9, 2013) Complete 10 FCM Estimated Capacity Requirement 1, 2014 N/A Complete 38 Fuel Switching: Use of Reference Level as the Supply Offer March 1, 2014 ER14-707-000 (December 20, 2013) Complete 26 Capacity Zone Modeling April 28, 2014 ER12-953-004 (January 31, 2014) Complete 35 FCM Performance Incentives June 2014 ER14-2419-000 ER14-2419-001 (January 17, 2014) Complete 28 Demand-Response: Auditing and FCM Financial Assurance June 1, 2014 ER14-581-000 (December 9, 2013) Complete 29 Demand-Response Baseline and Outages June 1, 2014 ER14-727-000 (December 20, 2013) ER14-1659-000 (April 4, 2014) ER14-727-001 (May 1, 2014) Complete 44 Nonprice Retirement Request Timeline June 9, 2014 ER14-1693-000 (April 9, 2014) Complete 66 Dual-Fuel Resource Auditing September 9, 2014 ER14-2407-000 (July 11, 2014) Complete 65 Winter Reliability Program September 9, 2014 Complete 30 Energy Market Flexibility December 3, 2014 ER13-1877-000 (July 1, 2013) Complete 31 Energy Market Offer Flexibility: Conforming Rules December 3, 2014 ER14-2376-000 (July 8, 2014) Complete 76 Energy Market Flexibility: Conforming II December 3, 2014 ER14-2686-000 (August 22, 2014) Complete 77 Energy Market Offer Flexibility NCPC Clarifications December 3, 2014 ER14-2929-000 (September 23, 2014) Complete 32 Energy Market Offer Flexibility: Tariff December 3, 2014 ER14-2929-000 (September 23, 2014) Complete 70 Ex-Post Mitigation of Dual-Fuel Resources December 3, 2014 ER14-2407-001 (July 11, 2014) Complete
41 NCPC Payments December 3, 2014 ER14-1147-000 (January 24, 2014) Complete 42 NCPC Payments: Appendix A December 3, 2014 ER14-1147-000 (January 24, 2014) Complete 45 Real-Time Reserve and Pumped Storage December 3, 2014 Complete 62 Capacity Zone Modeling: Conforming Rules Q4 2014 ER15-195-000 (October 27, 2014) Complete 73 FCM Administrative Clarifications January 30, 2015 ER15-369-000 (November 10, 2014) ER15-369-000 (December 31, 2014) Complete 56 FCM Sloped Demand Curve: System Curve FCA #9 (February 2015) ER14-1639-000 (April 1, 2014) ER14-1639-002 (July 11, 2014) Complete 34 FCM Noncommercial Capacity Financial Assurance February 2015 ER14-525-000 (December 4, 2013) ER15-369-001 (November 10, 2014) Complete 67 Elective Transmission Upgrade February 16, 2015 ER15-1050-000 (February 13, 2015) Complete 88 Offer Review Trigger Price (ORTP) Exemptions for Distributed Renewable Technology Resources February 21, 2015 ER15-716-000 (December 23, 2014) Complete 74 Regulation Enhancements for Storage Management March 31, 2015 ER14-2918-000 (September 22, 2014) Complete 46 Regulation Market (Order 755) Compliance March 31, 2015 ER12-1643-003 (August 5, 2013) Complete 63 FCM Sloped Demand Curve: Local Curves: FCA 10 (Market Monitoring-Related Capacity Market Changes) June 1, 2015 ER15-1650-000 (June 30, 2015) Complete 80 FCA Qualification Enhancements Q2 2015 Merged with project 93 Ownership Share Change Timing August 7, 2015 Manuals complete Complete 81 Winter Reliability Program: Winter Periods Prior to June 1, 2018 September 14, 2015 ER15-2208-002 (December 23, 2015) Complete 64 FCM Sloped Demand Curve: Reconfiguration Auctions October 12, 2015 ER15-2404-000 (October 7, 2015) Complete
84 Resource Dispatchability Requirements December 12, 2016 ER17-68-000 ER17-68-001 (December 9, 2016) Complete 75 FCA Qualification Provisions December 27, 2016 ER16-2126-001 (December 6, 2016) Complete 105 Natural Gas Changes January 10, 2017 ER17-337-000 (January 9, 2017) Complete 110 Deletion of Active Demand Resource Tariff Provisions Part 1: February 24, 2017 Part 2: June 1, 2018 ER17-925-001 (March 15, 2017) Complete 67/75/97 Manual M-20 Conforming Changes March 1, 2017 Manual Complete Complete 48 Subhourly Real-Time Settlement March 1, 2017 ER16-1838-000 (June 2, 2016) Complete 106 NCPC Modifications for Sub-Hourly Settlement March 1, 2017 ER17-680-000 ER17-680-001 (February 23, 2017) Complete 100 CONE Recalculation and ORTP Updates 15, 2017 ER17-795-000 (January 13, 2017) Complete 55 DARD Pump Intertemporal Parameters 31, 2017 ER16-954-000 ER16-954-001 (March 22, 2016) Complete 85 Fast-Start Resource Pricing March 31, 2017 ER15-2716-000 (October 19, 2015) Complete 84 Resource Dispatchability Requirements: Conforming Manual M-11 Changes May 5, 2017 Manual Complete Complete 114 Capping Adjusted Energy Offers For Use In Fast Start Pricing July 3, 2017 ER17-1542-000 (June 30, 2017) Complete 113 Coordination Agreement Clean-up August 1, 2017 ER17-1625-000 (June 16, 2017) Complete 115 Enable Subhourly Revenue Quality Metering Submittals August 1, 2017 ER17-1706-000 (July 7, 2017) Complete 108 Clarifying Revisions to Force Majeure November 21, 2017 ER17-2533-000 (October 24, 2017) Complete 107 Order 825 Compliance: Settlement Interval Requirements December 1, 2017 ER17-774-000 (February 24, 2017) Complete
118 NCPC Modifications for Ramp Constrained Resources December 1, 2017 ER17-2569-000 (November 2, 2017) Complete 120 Small Generator Modeling Options December 20, 2017 ER18-122-000 (November 22, 2017) Complete 69 January 1, 2018 ER18-77-000 (December 6, 2017) Complete 35 FCM Performance Incentives June 1, 2018 ER14-1050-000 ER14-1050-001 EL14-52-000 (January 17, 2014) Phase 1 Complete 21 June 1, 2018 ER11-4336-000 ER11-4336-001 ER11-4336-002 (January 19, 2012) Complete 69 June 1, 2018 ER17-2164-000 (October 17, 2017) Complete 111 FERC 831: Offer Caps in Markets Operated by RTOs and ISOs October 1, 2019 ER17-1565-000 (November 9, 2017) Complete 59 Regulation Market: Improved Resource Modeling and Automatic Generation Control (AGC) Dispatch Coordination N/A ER14-584-000 (March 20, 2014) No action taken 71 FCM Peak Energy Rent Modifications (CCP 5-8) N/A No action taken 49 Treatment of Resources Retained for Reliability N/A No action at this time 33 FCM Cost Allocation and Load Reconstitution N/A No action taken 53 Monthly Forward Reserve Market Auction N/A N/A No action taken 9 FCM Demand-Resource Asset-Transfer Rules N/A N/A No action taken 52 Winter 2014/2015 Solution N/A N/A No action taken 63 FCM Sloped Demand Curve: Local Curve N/A N/A No action taken 39 NCPC Cost Allocation N/A N/A 1 no action taken 15 Financial Transmission Rights Auction Enhancement Language Restructuring N/A N/A No Action
54 Submission of FTRs for Clearing N/A N/A No Action 99 Uncleared ARA3 Demand Bids N/A N/A No Action Taken ― Regulation Market (Order 755) N/A ER12-1643-000 30, 2012) Merged with other project ― Day-Ahead Reserve Markets Enhancements Assessment N/A N/A No action taken at this time ― FCA Format Assessment N/A N/A No action taken ― FCM Demand-Resource Reliability-Only Product N/A N/A No action taken ― FCM Peak Energy Rent (PER) Review N/A N/A No action taken ― Negative Incremental Energy Offers N/A N/A Merged with other project ― Resource Modifications and Interconnection Terms N/A N/A No action taken ― Review of Defined Terms for Offers and Parameters in Energy Markets N/A N/A Merged with other project