SBP 2.1.4	Inter-Scheduling Coordinator Energy Trades (“Internal Imports/Exports”) Section of a Balanced Schedule 
In the event of an Inter-Scheduling Coordinator Energy Trade, the SCs who are parties to that trade must agree on a Zone in which the trade will be deemed to take place (“Trading Zone”) and notify the ISO accordingly.  If the SCs which are parties to the trade cannot agree on a Trading Zone, the ISO will designate one.  The purpose of designating a Trading Zone is to provide for the allocation of Usage Charges which may arise in connection with the trade.  The Inter-Scheduling Coordinator Energy Trades section of a Schedule will include the following information for each Inter-Scheduling Coordinator Trade:
(a)	SC’s ID code;
(b)	type of market (Day-Ahead or Hour-Ahead) and Trading Day;
(c)	trading SC (buyer or seller);
(d)	type of Schedule:  Preferred or Revised (refer to the SP for details);
(e)	Trading Zone;
(f)	Schedule type – Energy (ENGY); and 
(g)	hourly scheduled MWh, including any zero values, for each Settlement Period of the Trading Day (in the case of a Day-Ahead Schedule) and for the relevant Settlement Period (in the case of an Hour-Ahead Schedule), with internal imports into the SC reported as negative quantities and internal exports from the SC reported as positive quantities.
SBP 2.1.5	Inter-Scheduling Coordinator Ancillary Service Trades ("Internal Imports/Exports") Section of a Balanced Schedule
In the event of an Inter-Scheduling Coordinator Ancillary Service Trade, the SCs who are parties to that trade must agree on a Trading Zone in which the trade is deemed to take place and notify the ISO accordingly.  The Ancillary Service obligations in the Trading Zone of each Scheduling Coordinator will be adjusted to reflect the trade.  The Inter-Scheduling Coordinator Ancillary Service Trades section of a Schedule will include the following information for each Inter-Scheduling Coordinator Ancillary Service Trade.

(a)	SC's ID code;
(b)	type of market (Day-Ahead or Hour-Ahead) and Trading Day;

(c)	Trading SC (buyer or seller);

(d)	Trading Zone;

(e)	Schedule type-Regulation (RG), Spinning Reserve (SP), Non-Spinning Reserve (NS) or Replacement Reserve (RP); and

(f)	Contracted MW amount of traded Ancillary Service obligation.
SBP 2.2	Validation of Balanced Schedules 
Each SC will be assigned a workspace within the ISO’s scheduling system.  Each workspace will have a work area for Day-Ahead and Hour-Ahead Schedules, Adjustment Bids and Supplemental Energy bids.  The SC shall only be allowed to access and manipulate its Schedule and bid data within this workspace.  Each area is organized into segments.  A segment is used to hold the SC’s Schedules relating to the same Trading Day.  The Schedule validation process is divided into two stages.  The ISO shall carry out the first stage validation immediately after it has received a Schedule.  The ISO shall carry out the second stage validation ten (10) minutes before (pre-validation) and immediately after each deadline (as specified in the SP) for submission of Schedules.  However, a SC can also initiate the stage two validation at any time prior to that deadline, as described in more detail in the SP.  If the SC adds a new Schedule or modifies an existing Schedule, that Schedule must be re-validated.  SCs must comply with the ISO Data Templates and Validation Rules document, which contains the validation criteria for Balanced Schedules.

SBP 2.2.1	Stage One Validation
During stage one validation, each incoming Schedule will be validated to verify proper content, format and syntax.  The ISO will check that the SC had not exceeded its Security Amount and verify that the SC is certified in accordance with the ISO Tariff.  The ISO will further verify that the SC has inputted valid Generating Unit and Demand location identification.  Scheduled Reliability Must-Run Generation will be verified against the contract reference numbers in the ISO's Scheduling Coordinator database.  A technical validation will be performed verifying that a scheduled Generating
Unit’s output is not beyond it’s declared capacity and/or operating limits.  If there is an error found during stage one validation, the SC will be notified immediately through WEnet.  The SC can then look at the notification messages to review the detailed list of errors, make changes, and resubmit the Schedule if it is still within the timing requirements of the SP.  The SC is also notified of successful validation via WEnet.
SBP 2.2.2	Stage Two Validation
During stage two validation, Schedules will be checked to determine whether each SC’s aggregate Generation and external imports (adjusted for Transmission Losses) and Inter-Scheduling Coordinator Energy Trades (whether purchases or sales) equals the SC’s aggregate Demand forecast, including external exports.  The SC must take into account the applicable Generation Meter Multipliers (GMMs) as described in the SP.  The SC will be notified if the counterpart trade to any Inter-Scheduling Coordinator Ancillary Service Trade has not been submitted, or is infeasible (i.e. if both SCs are selling or both are buying).  Mismatches in Inter-Scheduling Coordinator Ancillary Service Trades shall be adjusted to be equal to the amount specified by the selling SC.  This validation is performed in accordance with the timing requirement described in the SP.  An SC can also check whether its Schedules will pass the ISO’s stage two validation by manually initiating validation of its Preferred Schedules or Revised Schedules, as described in the SP, at any time prior to the deadline for submission of Preferred Schedules or Revised Schedules (as the case may be).  It is the SC’s responsibility to perform such checks, if desired.  The SC will be notified immediately through WEnet of any validation errors.  For each error detected, an error message will be generated by the ISO in the SC’s notification screen which will specify the nature of the error.  If the ISO detects a mismatch in Inter-Scheduling Coordinator Trades, the ISO will notify both SCs of the mismatch in Energy quantity and/or location.  The SC can then look at the
will assist the SC, within reason, in resolving the problem so that the SC is able to submit the Schedule successfully as soon as possible within the timing requirements of the SP.  If the SC uses a contract reference number for which the responsible PTO has not reserved transmission capacity on a particular path (i.e., the contract reference number cannot be found in the ISO’s scheduling applications table of contract reference numbers), the scheduled use will be treated as a new firm use with a $0/MWh Adjustment Bid.
SBP 4	Adjustment Bids
Adjustment Bids will be used by the ISO for Congestion Management as described in the SP and are initially valid only for the markets into which they are bid, being the Day-Ahead Market or the Hour-Ahead Market.  These Adjustment Bids will not be transformed into Supplemental Energy bids.  However, these Adjustment Bids are treated as standing offers to the ISO and may be used by the ISO in the Real Time Market for the purpose of managing Intra-Zonal Congestion and Overgeneration conditions.
SBP 4.1	Content of Adjustment Bids
Adjustment Bids are contained in Preferred Schedules and Revised Schedules submitted by SCs for particular Generating Units, Dispatchable Loads and external imports/exports.  Adjustment Bids cannot be submitted with respect to Inter-Scheduling Coordinator Energy Trades.
Each SC is required to submit a preferred operating point for each Generating Unit, Dispatchable Load and external import/export (these quantities are presented in the SC’s submitted Schedule as “Hourly MWh”).  The SC's preferred operating point for each Generating Unit, Dispatchable Load and external import/export must be within the range of any Adjustment Bids to be used by the ISO.  The minimum MW output level, which may be zero MW (or negative for pumped storage resources), and the maximum MW output level must be physically achievable.
SBP 4.2	Format of Adjustment Bids
Adjustment Bids will be presented in the form of a monotonically non-decreasing staircase function for Generating Units and external imports.  Adjustment Bids will be presented in the form of a monotonically non-increasing staircase function for Dispatchable Loads and external exports.  These staircase functions will be 

SBP 5.2.3	Validation Checks
The ISO’s stage one validation checks are performed automatically whenever Ancillary Services Schedules and bids are submitted, as described in the SP.  The ISO’s stage two validation is performed automatically in accordance with the timing requirements described in the SP.  A SC can also check whether its Ancillary Services Schedules and bids will pass the ISO’s stage two validation by manually initiating validation of its Ancillary Services Schedules and bids, as described in the SP, at any time prior to the deadline for submission of Ancillary Services Schedules and bids.  It is a SC’s responsibility to perform such checks.
SBP 5.3	Buy Back of Ancillary Services
A Scheduling Coordinator who has sold or self-provided Regulation, Spinning Reserve, Non-Spinning Reserve or Replacement Reserve capacity to the ISO in the Day-Ahead Market shall be required to replace such capacity to the extent scheduled self-provision is decreased between the Day-Ahead and Hour-Ahead Markets, or to the extent the Ancillary Service associated with a Generating Unit, Curtailable Demand, or System Resoruce successfully bid in a Day-Ahead Ancillary Service Market is reduced in the Hour-Ahead market, for any reason (other than the negligence or willful misconduct of the ISO).  The price for such replaced Ancillary Service shall be at the Market Clearing Price in the Hour-Ahead Market for the same Settlement Period for the Ancillary Service capacity concerned.
SBP 6	Supplemental Energy Bids
There is no requirement for SCs to submit Supplemental Energy bids.  Supplemental Energy bids submitted, however, are available to the ISO for procurement and use for Imbalance Energy, additional Voltage Support and Congestion Management in the Real Time Market.
SBP 6.1	Content of Supplemental Energy Bids
SBP 6.1.1	Generation Section of Supplemental Energy Bid Data
Each SC offering Supplemental Energy to the ISO will submit the following information for each Generating Unit for each Settlement Period:
(a)	SC’s ID code;
(b)	name of Generating Unit;