Scheduling coordinator ongoing obligations
Scheduling coordinators (SC) must provide notification of material changes, as indicated in ISO Tariff sections 12 and 4.5.
Scheduling coordinator change requests should be submitted via CIDI for review and processing. Send any questions to SCRequests@caiso.com Please provide no less than 11 business days prior to the effective change date.
Resource transfers
When a resource is transferring from one Scheduling Coordinator (SC) to another SC, the following documents are required. The accepting (new) SC should submit the GRDT, RCA, Resource Owner letter and New SC acceptance letter. The Relinquishing SC letter can be submitted by either the accepting (new) SC or the relinquishing (old) SC.
- New Scheduling Coordinator Acceptance of Resource - Letter Template08/02/2024, 9:13 AM
- Resource Owner Scheduling Coordinator Selection - Letter Template07/23/2024, 11:26 AM
- Generator Resource Data Template Version 18.101/22/2025, 11:54 AM
- Resource Control Agreement Disclosure Form09/29/2021, 1:22 PM
- Relinquishing Scheduling Coordinator Relinquishing of Resource - Letter Template08/02/2024, 9:14 AM
Transfer of resources between SCIDs - same scheduling coordinator
If a resource is being transferred from one SCID to another SCID within the same company, the scheduling coordinator changing the SCID they wish to schedule a resource under within the same company must submit the Transfer of Resources Between SCIDs - Same Scheduling Coordinator - Letter Template.
Account changes
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.
- Energy Imbalance Market Scheduling Coordinator Request for BSCID - Letter Template11/27/2023, 10:40 AM
- Existing Scheduling Coordinator Requests Additional SCID - Letter Template07/20/2022, 9:12 AM
- Existing Scheduling Coordinator Requests Additional SCID - Procedure05/03/2021, 8:53 AM
Company Changes
The documents in this section are common updates.
- Company Contact List Template05/22/2024, 8:44 AM
- Company Name Change Form04/16/2025, 9:28 AM
- Address Change Form03/20/2025, 10:59 AM
- Electronic Funds Transfer Procedure06/21/2022, 2:00 PM
- Electronic Funds Transfer or Bank Account Change Form07/01/2020, 4:25 PM
- Emergency Plan Form04/16/2025, 8:42 AM
- Dynamic or Pseudo Tie Transfer Scheduling Points Letter04/03/2025, 2:20 PM
- ISO Affiliate Disclosure Form02/21/2025, 9:37 AM
- Default Load Aggregated Points LAP - Selection04/03/2025, 2:09 PM
Other forms
EDAM Scheduling Coordinator Decision Matrix
Organization type change
To associate a scheduling coordinator ID (SCID) to another contract type, such as CRR or convergence bidding.
Default load aggregation points (LAP) selection
To associate a SCID to a specific default LAP. A Meter Service Agreement for SCs must be executed.
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.
Regulatory must-take generation
Combined heat and power resource owners use this form to receive regulatory must-take generation scheduling priority. Must be submitted by December 15 every year for a January 1 effective date or it will default back to 0. This may be updated throughout the year anytime changes occur.
Dynamic or pseudo-tie transfer scheduling points
Marginal losses certification
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 Imports01/14/2025, 4:32 PM
- Marginal Losses Adjustment Certification COTP Imports01/14/2025, 4:32 PM
- Marginal Losses Adjustment Certification COTP Exports01/14/2025, 4:31 PM
Related application(s) and access
Certificates to access applications are required when participating with the ISO. Request access to applications required to manage resource outages, dispatches, meter data and resource operating characteristics.
Related ISO Tariff and Business Practice Manuals
- Tariff
- ISO Tariff, Section 12 - Creditworthiness10/17/2019, 9:51 AM
- ISO Tariff, Section 4.5 - Responsibilities of a Scheduling Coordinator04/14/2025, 1:05 PM
- Business Practice Manual for Scheduling Coordinator Certification and Termination05/16/2024, 3:29 AM
- Business Practice Manual for Credit Management and Market Clearing05/18/2024, 7:41 PM