Become a scheduling coordinator

For assistance on any of the following steps, please email SCRequests@caiso.com.

1. The New Scheduling Coordinator and Resource Owner Reference Guide is for scheduling coordinators and resource owners new to the resource implementation process. It contains helpful information, links and resources to assist with successful interconnection to the grid and participation in the wholesale power market.
2. Find the Scheduling Coordinator Application Form in the Scheduling Coordinator Certification and Termination Business Practice Manual, Attachments B and C.
3. 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.

• EDAM Scheduling Coordinator Decision Matrix03/18/2025, 4:29 PM

  Outlines necessary steps for potential applicants to participate in EDAM and how to get started

• Scheduling Coordinator Certification Overview01/05/2023, 12:03 PM
• How to Submit Documentation for Applications and Ongoing Obligations06/28/2021, 10:05 AM

Certification requirements

As part of the scheduling coordinator certification process, the ISO must confirm all SC applicants have emergency procedures and preferred method of receiving payments from and remitting payments to the ISO are in place.

Scheduling coordinator certification applicants are required to complete a series of training courses and a certification exam as part of the certification requirements.

• Master Checklist for Certification - Registration Requirements01/06/2025, 8:21 AM
• Meter Service Agreement for Scheduling Coordinators Information Request Sheet07/18/2024, 2:02 PM
• Scheduling Coordinator Agreement Information Request Sheet04/09/2021, 1:10 PM
• ISO Affiliate Disclosure Form02/21/2025, 9:37 AM
• Company Contact List Template05/22/2024, 8:44 AM
• Scheduling Coordinator Certification Workshop Training Registration Form08/16/2023, 2:27 PM
• Electronic Funds Transfer Procedure06/21/2022, 2:00 PM
• Electronic Funds Transfer or Bank Account Change Form07/01/2020, 4:25 PM

Other forms

• Scheduling Coordinator Certification Computer-Based Training Course Map03/24/2025, 12:28 PM
• LMS Learner Import Template for Scheduling Coordinator Certification03/13/2025, 9:45 AM
• Scheduling Coordinator Training Roles Matrix03/13/2025, 9:45 AM
• Resource Control Agreement Disclosure Form09/29/2021, 1:22 PM
• Scheduling Agent Letter03/15/2016, 8:13 AM

Documents required for participation

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

• Meter Service Agreement for Scheduling Coordinators Information Request Sheet07/18/2024, 2:02 PM
• Convergence Bidding Entity Agreement Registration Form04/09/2021, 1:10 PM
• Scheduling Coordinator Agreement Information Request Sheet04/09/2021, 1:10 PM
• ISO Tariff, Appendix B.7 - Meter Service Agreement for Scheduling Coordinators03/21/2018, 7:42 PM
• ISO Tariff, Appendix B.1 - Scheduling Coordinator Agreement03/21/2018, 7:42 PM

Certified scheduling coordinators

• List of Scheduling Coordinators CRR Holders and Convergence Bidding Entities04/29/2025, 1:05 AM
• Scheduling Coordinators who can Represent Eligible Customers of Defaulting SCs (Tariff Section 4.5.4.6.2) 06/02/2023, 1:42 PM