Contracts and agreements

The ISO enters into agreements with market participants to define the rates, terms and conditions of service that are administered by the ISO in accordance with our tariff. The references below include standard forms of agreement for service and access to information, as well as non-standard forms that generally are specifically negotiated, such as the transmission control agreement.

Western Energy Imbalance Market (WEIM) agreements

View the WEIM agreements and documents on the WEIM website.

Non-disclosure agreements

Certain secure planning and market systems data are available upon compliance with the applicable submission instructions and submittal of a non-disclosure agreement. Requesting entities must be members of the Western Electricity Coordinating Council (WECC) or have an approved WECC Confidentiality Agreement prior to requesting access to this data.

Congestion revenue rights full network model non-disclosure agreement and instructions

Protected data non-disclosure agreement and instructions

Transmission planning non-disclosure agreement and instructions

Western interconnection data sharing agreement

Transmission agreements

The terms and conditions for how the ISO and participating transmission owners will discharge their respective duties and responsibilities. View the Transmission control agreement and Appendix F.

Pro forma agreements

Pro forma agreements are routinely executed between the California ISO and market participants. Please refer to the ISO Tariff Appendix B for all pro forma agreements.

Large generator interconnection agreements (LGIA)

Please refer to Tariff Appendices BB, CC and EE for Large Generator Interconnection Agreements. Submit the Affidavit Template or Repowering Affidavit to satisfy requirements in Section 25.1.2 of the ISO Tariff. 

Small generator interconnection agreements (SGIA)

Please refer to Tariff Appendices T and FF for Large Generator Interconnection Agreements. Submit the Affidavit Template or Repowering Affidavit to satisfy requirements in Section 25.1.2 of the ISO Tariff. 

Generator interconnection agreement amendment regarding downsizing

Please refer to Tariff Appendix HH for the generator interconnection agreement amendment regarding downsizing.

Supporting documentation for pro forma agreements

Information request sheets, registration forms, and schedule templates are located below. For entity assignments, entity name changes, project name changes, schedule revisions, or terminations, please contact Regulatory Contracts for instructions and templates.

Title Type Posted
Affidavit Template
Form/Template 02/13/2014, 5:01 PM
CAISO As An Affected System Study Agreement Information Request Sheet
Form/Template 05/05/2022, 1:34 PM
CAISO Off Grid Charge Indicator Request Sheet
Form/Template 02/28/2024, 1:25 PM
Congestion Revenue Rights Entity Agreement Information Request Sheet
Form/Template 04/09/2021, 1:11 PM
Convergence Bidding Entity Agreement Registration Form
Form/Template 04/09/2021, 1:10 PM
Demand Response Provider Agreement Information Request Sheet
Form/Template 04/09/2021, 1:11 PM
Distributed Energy Resource Provider Agreement Information Request Sheet
Form/Template 10/18/2021, 11:07 AM
Distributed Energy Resource Provider UDC/MSS Concurrence Letter Template
Form/Template 08/16/2016, 1:45 PM
Downsizing Generator Payment Obligation Agreement Information Request Sheet
Form/Template 04/21/2022, 8:08 AM
Dynamic Scheduling Agreement for Scheduling Coordinators Information Request Sheet
Form/Template 05/06/2021, 10:38 AM
Dynamic Scheduling Host Balancing Authority Operating Agreement Information Request Sheet
Form/Template 04/09/2021, 1:10 PM
EDAM Addendum to the EIM Entity Agreement Information Request Sheet
Form/Template 01/04/2024, 9:06 AM
EDAM Addendum to the EIM Entity Scheduling Coordinator Agreement Information Request Sheet
Form/Template 01/04/2024, 9:06 AM
EDAM Addendum to the EIM Participating Resource Agreement Information Request Sheet
Form/Template 01/04/2024, 9:06 AM
EDAM Addendum to the EIM Participating Resource Scheduling Coordinator Agreement Information Request Sheet
Form/Template 01/04/2024, 9:06 AM
EDAM Entity Implementation Agreement Information Request Sheet
Form/Template 04/26/2024, 1:19 PM
EDAM Load Serving Entity Agreement Information Request Sheet
Form/Template 01/04/2024, 9:06 AM
EDAM Transmission Service Provider Agreement Information Request Sheet
Form/Template 01/04/2024, 9:06 AM
Generator Interconnection Agreement Amendment Regarding Downsizing
Please refer to Tariff Appendix HH for the generator interconnection agreement amendment regarding downsizing.
05/24/2024, 10:21 PM
Large Generator Interconnection Agreement Co-tenancy Information Request Sheet
Form/Template 04/22/2024, 10:34 AM
Large Generator Interconnection Agreement Information Request Sheet
Agreement 12/11/2019, 3:33 PM
Large Generator Interconnection Agreements (LGIA)
Please refer to Tariff Appendices BB, CC and EE for Large Generator Interconnection Agreements
05/24/2024, 10:21 PM
Meter Service Agreement for ISO Metered Entities Information Request Sheet
Form/Template 11/09/2022, 11:59 AM
Meter Service Agreement for Scheduling Coordinators Information Request Sheet
Form/Template 11/09/2022, 11:58 AM
Metered Subsystem Aggregator CRR Entity Agent Agreement Information Request Sheet
Form/Template 04/09/2021, 1:11 PM
Net Scheduled Participating Generator Agreement Information Request Sheet
Form/Template 04/09/2021, 1:10 PM
Participating Generator Agreement Information Request Sheet
Form/Template 04/09/2021, 1:11 PM
Participating Load Agreement Information Request Sheet
Form/Template 04/09/2021, 1:10 PM
Pseudo-Tie Participating Generator Agreement Information Request Sheet
Form/Template 06/22/2022, 9:13 AM
Reliability Coordinator Services Agreement
Agreement 11/15/2018, 9:06 AM
Reliability Coordinator Services Agreement Information Request Sheet
Form/Template 11/15/2018, 9:06 AM
Repowering Affidavit
Form/Template 02/27/2019, 2:19 PM
Resource Specific System Resource Agreement Information Request Sheet
Form/Template 04/09/2021, 1:10 PM
Scheduling Coordinator Agreement Information Request Sheet
Form/Template 04/09/2021, 1:10 PM
Small Generator Interconnection Agreement Information Request Sheet
Agreement 12/13/2019, 8:54 AM
Small Generator Interconnection Agreements (SGIA)
Please refer to Tariff Appendices T and FF for Small Generator Interconnection Agreements.
05/24/2024, 10:21 PM
UFLS Study Cost Sharing Agreement Information Request Sheet
Form/Template 01/10/2024, 1:40 PM
Utility Distribution Company Operating Agreement Information Request Sheet
Form/Template 04/09/2021, 1:11 PM
Western Energy Imbalance Market Entity Agreement Information Request Sheet
Agreement 04/09/2021, 1:11 PM
Western Energy Imbalance Market Entity Scheduling Coordinator Agreement Information Request Sheet
Agreement 04/09/2021, 1:11 PM
Western Energy Imbalance Market Participating Resource Agreement Information Request Sheet
Agreement 04/09/2021, 1:11 PM
Western Energy Imbalance Market Participating Resource Scheduling Coordinator Agreement Information Request Sheet
Agreement 04/09/2021, 1:10 PM
Western Energy Imbalance Market Sub-Entity Agreement Information Request Sheet
Form/Template 06/10/2022, 3:36 PM
Western Energy Imbalance Market Sub-Entity Implementation Agreement Information Request Sheet
Form/Template 06/10/2022, 3:36 PM
Western Energy Imbalance Market Sub-Entity Scheduling Coordinator Agreement Information Request Sheet
Form/Template 06/10/2022, 3:36 PM
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View all pro forma supporting documentation

Other agreements

Qualified reporting entity

The role of the Qualified Reporting Entity (QRE) is to submit meter data associated with renewable energy on behalf of ISO Metered Entities (ISO polled) using the WREGIS application. View the requirements on the Metering and telemetry page.

Coordinated functional registration agreements

A Coordinated Functional Registration (CFR) is where two or more entities agree in writing upon a division of compliance responsibility for one or more reliability standards, requirements or sub-requirements applicable to a particular function (see the NERC Rules of Procedure, section 508, appendix 5A).

The ISO has CFR agreements that identify the reliability standards compliance responsibilities for each party registered under the transmission operator function for the transmission facilities within the ISO balancing authority. These agreements are filed with the WECC.

Submitted participating transmission owner (PTO) applications

See terms and conditions for agreements between California ISO and transmission owners.

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