Become a scheduling coordinator

To participate in the ISO market a company must be a certified scheduling coordinator (SC) or retain the services of a certified SC to act on their behalf. Scheduling coordinators can directly bid or self-schedule resources as well as handle the settlements process.

Getting started

Before submitting a scheduling coordinator application and fee, please review the California ISO Tariff and these recommended Business Practice Manuals:

California ISO Tariff:

• Responsibilities of a Scheduling Coordinator, section 4.5
• Creditworthiness, section 12
• Pro Forma Agreements - Scheduling Coordinator Agreement, Appendix B.1

Business practice manuals:

• Scheduling Coordinator Certification and Termination
• Credit Management and Market Clearing

SC application

The scheduling coordinator application is located within the Scheduling Coordinator Certification and Termination Business Practice Manual, Attachments B and C. For assistance, please send an email to SCRequests@caiso.com

SC Changes

Find SC ongoing obligations, forms and change notifications here

SC certification requirements

The Scheduling Coordinator Certification Overview document is a summary of the SC certification requirements and provides steps for SC application submittal. For additional information and detail, please refer to the Business Practice Manual for Scheduling Coordinator Certification and Termination.

Scheduling coordinator certification overview
- Scheduling Coordinator Certification Overview1/05/2023 12:03

View Impact

When a scheduling coordinator application and fee are accepted, a qualified certification specialist will provide a requirements checklist and assist the applicant through the certification process. For assistance, please email SCRequests@caiso.com

SC certification forms

View Impact

Certified scheduling coordinators and scheduling coordinators that can represent customers of defaulting SCs
- List of Scheduling Coordinators, CRR Holders, and Convergence Bidding Entities
- Scheduling Coordinators who can Represent Eligible Customers of Defaulting SCs (Tariff Section 4.5.4.6.2) 1/27/2022 08:56

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Credit policy

The BPM for Credit Management and Market Clearing describes the credit-related policies and processes used to protect the financial integrity and effectiveness of ISO markets.

Credit policy
The BPM for Credit Management and Market Clearing describes the credit-related policies and processes used to protect the financial integrity and effectiveness of ISO markets.
- Credit Management - Convergence Bidding Estimated Aggregate Liability Components and Data Flow12/23/2020 09:51
- Credit Management - Congestion Revenue Rights Estimated Aggregate Liability Components and Data Flow12/23/2020 09:51
- California ISO Credit Management Frequently Asked Questions (FAQs)10/06/2021 09:17
- Officer Certification Form2/24/2022 16:25
- ISO Form Guaranty2/02/2011 13:31
- ISO Form Letter of Credit5/25/2022 11:11
- ISO Unsecured Credit Application2/01/2017 15:46

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Agreements and information request sheets

Agreements are pro forma, FERC approved. The information request sheets provide the ISO with information specific to each agreement. Agreements adhere to the SC requirements and standards. Please provide required information to initiate certification, meter service and network connectivity agreements early in the process.