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 submitted via CIDI for review and processing. Please provide no less than 11 business days prior to the effective change date. Send any questions to SCRequests@caiso.com.

Customer Inquiry, Dispute and Information (CIDI)

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
Please submit the required templates, as noted below, via CIDI. For questions, please email SCRequests@caiso.com
- Transfer of Resources Between SCIDs - Same Scheduling Coordinator - Letter Template8/18/2023 09:23
  Required for resource transfers within the same company (no other templates needed)
- Relinquishing Scheduling Coordinator Relinquishing of Resource - Letter Template8/18/2023 09:23
  Required for resource transfers
- New Scheduling Coordinator Acceptance of Resource - Letter Template8/18/2023 09:23
  Required for resource transfers and resource to scheduling coordinator association
- Resource Owner Scheduling Coordinator Selection - Letter Template8/18/2023 09:23
  Required for resource transfers and resource to scheduling coordinator association
- Generator Resource Data Template Version 17.02/06/2023 13:22
  Required for resource transfers and resource to scheduling coordinator association
- Resource Control Agreement Disclosure Form9/29/2021 13:22
  Required for resource transfers and resource to scheduling coordinator association
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 Procedure6/21/2022 14:00
- ISO Affiliate Disclosure Form8/07/2023 15:11
- Company Contact List Template8/16/2023 15:20
- Company Address Change Form12/27/2016 16:36
- 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 Template7/20/2022 09:12
- 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 Template8/30/2022 10:23
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 Template8/30/2022 10:23
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 Form2/24/2022 16:25
Regulatory must-take generation
- Regulatory Must-Take Value Submission Procedure8/02/2017 15:23
Dynamic or pseudo tie transfer scheduling points
- Dynamic or Pseudo-Tie Transfer Scheduling Points Letter4/20/2023 11:51

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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.