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.
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EDAM Scheduling Coordinator Decision Matrix 03/18/2025, 4:29 PM
Outlines necessary steps for potential applicants to participate in EDAM and how to get started
- Scheduling Coordinator Certification Overview 01/05/2023, 12:03 PM
- How to Submit Documentation for Applications and Ongoing Obligations 06/28/2021, 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.
- CIDI Contact List Desk Guide 01/26/2026, 10:46 AM
- ISO Affiliate Disclosure Form 01/05/2026, 12:49 PM
- Company Contact List Template 12/30/2025, 8:26 AM
- Master Checklist for Certification - Registration Requirements 09/29/2025, 9:51 AM
- Scheduling Coordinator Agreement Information Request Sheet 09/11/2025, 2:28 PM
- Meter Service Agreement for Scheduling Coordinators Information Request Sheet 09/11/2025, 1:40 PM
- Emergency Plan Form 07/10/2025, 1:28 PM
- Electronic Funds Transfer Procedure 06/21/2022, 2:00 PM
- Electronic Funds Transfer or Bank Account Change Form 07/01/2020, 4:25 PM
Other forms
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Resource Control Agreement Disclosure Form 12/30/2025, 8:26 AM For use with new resource configuration and resource transfers. This will be submitted by the accepting/new SC.
- LMS Learner Import Template for Scheduling Coordinator Certification 12/30/2025, 8:26 AM
- Scheduling Coordinator Certification Computer-Based Training Course Map 03/24/2025, 12:28 PM
- Scheduling Coordinator Training Roles Matrix 03/13/2025, 9:45 AM
- Scheduling Agent Letter 03/15/2016, 8:13 AM
Onboarding resource guides
Step-by-step guides to help complete required onboarding documentation quickly and accurately.
- Affiliate Disclosure Form 01/22/2026, 4:39 PM
- Scheduling Coordinator Training Registration Resource Guide 11/04/2025, 12:54 PM
- Company Contact List Template Resource Guide 11/04/2025, 12:54 PM
- Default Load Aggregation Point Form Resource Guide 10/16/2025, 11:32 AM
- Organization Type Change Form Resource Guide 10/16/2025, 11:32 AM
- Convergence Bidding Registration Form Resource Guide 10/16/2025, 11:32 AM
- Scheduling Coordinator Agent Letter Resource Guide 10/15/2025, 10:39 AM
- Scheduling Coordinator Agreement Information Request Sheet Resource Guide 10/15/2025, 10:39 AM
- Emergency Plan Resource Guide 10/15/2025, 10:39 AM
- Scheduling Coordinator Application and Fee Received Resource Guide 10/15/2025, 10:39 AM
- Meter Service Agreement Info Sheet Resource Guide 10/15/2025, 10:39 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.
- Scheduling Coordinator Agreement Information Request Sheet 09/11/2025, 2:28 PM
- Meter Service Agreement for Scheduling Coordinators Information Request Sheet 09/11/2025, 1:40 PM
- ISO Tariff, Appendix B.7 - Meter Service Agreement for Scheduling Coordinators 03/21/2018, 7:42 PM
- ISO Tariff, Appendix B.1 - Scheduling Coordinator Agreement 03/21/2018, 7:42 PM
- ISO Tariff 05/18/2024, 7:42 PM
- ISO Tariff, Section 4.5 - Responsibilities of a Scheduling Coordinator 04/14/2025, 1:05 PM
- ISO Tariff, Section 12 - Creditworthiness 10/17/2019, 9:51 AM
- Business Practice Manual for Scheduling Coordinator Certification and Termination 05/16/2024, 3:29 AM
- Business Practice Manual for Credit Management and Market Clearing 05/18/2024, 7:41 PM