Scheduling coordinator ongoing obligations

Scheduling coordinators must provide notification of material changes, as indicated in ISO Tariff sections 12 and 4.5. Scheduling coordinator (SC) change requests should be sent to SCRequests@caiso.com for review and processing. Please provide no less than 11 business days prior to the effective change date.

How to Submit Documentation for Applications and Ongoing Obligations
This document provides instructions on how to submit existing client ongoing obligations and onboarding participant documentation. View video

Resource transfers
- Transfer of Resources Between SCIDs - Same Scheduling Coordinator - Letter Template5/07/2021 08:18
- Relinquishing Scheduling Coordinator Relinquishing of Resource - Letter Template5/03/2021 08:53
- New Scheduling Coordinator Acceptance of Resource - Letter Template1/05/2022 13:21
- Resource Owner Scheduling Coordinator Selection - Letter Template5/03/2021 08:53
Scheduling coordinator bank account/electronic funds transfer, SC contacts, name, address, change forms
- Electronic Funds Transfer or Bank Account Change Form7/01/2020 16:25
- Electronic Funds Transfer Procedure7/29/2020 09:11
- ISO Affiliate Disclosure Form1/06/2022 15:07
- Resource Control Agreement Disclosure Form9/29/2021 13:22
- Scheduling Coordinator Contact List Template8/10/2021 08:40
- Scheduling Coordinator Address Change Form12/27/2016 16:42
- Company Name Change Form3/18/2016 15:45
Request for additional IDs
Scheduling coordinators may request additional SCIDs to separate business or customer activities. EIM SCs may request additional Base Scheduling Coordinator ID (BSCID) for resource association.
- Existing Scheduling Coordinator Requests Additional SCID - Procedure5/03/2021 08:53
- Existing Scheduling Coordinator Requests Additional SCID - Letter Template5/03/2021 08:53
- Energy Imbalance Market Scheduling Coordinator Request for BSCID - Letter Template3/18/2016 15:45
Organization type change
To associate a Scheduling Coordinator ID (SCID) to another contract type, such as CRR or convergence bidding.
- Organization Type Change - Letter Template7/01/2021 08:09
Default load aggregation points (LAP) selection
To associate a SCID to a specific default LAP. A Meter Service Agreement for SCs must be executed
- Default Load Aggregated Points (LAP) Selection - Letter Template7/01/2021 08:09
Minimum participation requirements officer certification form
This form is required from all market participants that have a direct financial relationship with the ISO. All market participants must submit a new form annually by April 30th.
- Officer Certification Form2/27/2019 14:40
Regulatory must-take generation
- Regulatory Must-Take Value Submission Procedure8/02/2017 15:23

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Marginal losses adjustment

Marginal losses certification submissions should be sent to RDT@caiso.com for review and processing. This process establishes eligibility to received marginal loss adjustments.

Marginal Losses Adjustment Certification Western Facilities Imports3/21/2016 14:32
Marginal Losses Adjustment Certification COTP Imports3/21/2016 14:32
Marginal Losses Adjustment Certification COTP Exports3/21/2016 14:32

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