Become a scheduling coordinator
Only California ISO certified scheduling coordinators may participate in the ISO’s energy and ancillary services markets.
Application process
Before submitting a scheduling coordinator application and fee, please review related ISO tariff sections and Business Practice manuals.
For assistance on any of the following steps, please email SCRequests@caiso.com.
- 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.
- Find the Scheduling Coordinator Application Form in the Scheduling Coordinator Certification and Termination Business Practice Manual, Attachments B and C.
- 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.
- 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.
- Meter Service Agreement for Scheduling Coordinators Information Request Sheet07/18/2024, 2:02 PM
- ISO Affiliate Disclosure Form06/05/2024, 4:01 PM
- Company Contact List Template05/22/2024, 8:44 AM
- Master Checklist for Certification - Registration Requirements09/12/2023, 11:25 AM
- Scheduling Coordinator Certification Workshop Training Registration Form08/16/2023, 2:27 PM
- Electronic Funds Transfer Procedure06/21/2022, 2:00 PM
- Scheduling Coordinator Agreement Information Request Sheet04/09/2021, 1:10 PM
- Emergency Plan Form12/24/2020, 11:07 AM
- Electronic Funds Transfer or Bank Account Change Form07/01/2020, 4:25 PM
Other forms
- Resource Control Agreement Disclosure Form09/29/2021, 1:22 PM
- Scheduling Agent Letter03/15/2016, 8:13 AM
Credit policy
Credit is used to protect the financial integrity and effectiveness of ISO markets. The BPM for Credit Management and Market Clearing describes the credit-related policies and processes. View credit policy forms and documentation on the settlements page.
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.1 - Scheduling Coordinator Agreement03/21/2018, 7:42 PM
- ISO Tariff, Appendix B.7 - Meter Service Agreement for Scheduling Coordinators03/21/2018, 7:42 PM
Certified scheduling coordinators
- ISO Tariff05/18/2024, 7:42 PM
- ISO Tariff, Section 4.5 - Responsibilities of a Scheduling Coordinator05/16/2024, 9:51 AM
- ISO Tariff, Section 12 - Creditworthiness10/17/2019, 9:51 AM
- 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