Release planning

The release planning process assesses market initiative implementation impacts to determine target timeframes, project milestones and other resource considerations. It is a collaborative process between the ISO and market participants to optimize the costs and benefits of the implementation approach prior to committing resources.

Implementation Milestones07/21/2025, 9:40 AM

Upcoming meetings

View full calendar

View all previous release user group meeting materials.

View all market simulation materials

2025 releases

Independent 2025

Fall 2025

FERC order 881

Submit Business Requirements Specification Comments - FERC 881 Track 2 v2.004/08/2025, 10:33 AM
Comments due 4/21/2025
Business Requirements Specification FERC 881 Track 2 v2.004/04/2025, 2:00 PM
Comments due 4/21/2025
Business Requirements Specification - FERC Order 881 - Track 1 v1.107/05/2024, 3:03 PM

2026 releases

Independent 2026

FERC 881

FERC 881 Track 3 Business Requirements Specification v106/23/2025, 1:57 PM

Transmission exchange agreement renegotiation

Business Requirements Specification - Transmission Exchange Agreement Renegotiation09/03/2024, 5:00 PM

Spring 2026

DAME, EDAM, EDAM CAISO BAA Settlements Calendar 2025-202605/01/2025, 9:54 AM
Draft Market Simulation Plan v1.1 - Spring 2026 Release02/12/2025, 11:16 AM
Draft Parallel Operations Plan EDAM-DAME 202604/15/2024, 11:38 AM

Settlements release - technical documents

Draft Design Bill Determinant Standard and Convention04/29/2025, 3:22 PM
1st DAME and EDAM Draft Configuration Output File Published Apr 29, 202504/29/2025, 6:34 PM
Draft ISO Charge Code Matrix04/29/2025, 6:33 PM
Draft of DAME and EDAM Charge Code Change Summary with Tariff Mapping04/29/2025, 3:14 PM

Settlements release - DAME and EDAM tier 1 technical documents

Title	Type	Posted
CG CC 6013 Convergence Bidding DA Energy Cong Loss Settlement	Technical Documentation	07/17/2025, 3:28 PM
CG PC Start-Up and Minimum Load Cost	Technical Documentation	07/17/2025, 3:19 PM
CG PC Real Time Energy Quantity	Technical Documentation	07/17/2025, 3:19 PM
CG CC 8315 Day Ahead Green House Gas Offset	Technical Documentation	07/17/2025, 3:18 PM
CG CC 8087 Day Ahead Imbalance Reserve Down Tier 2 Allocation	Technical Documentation	07/17/2025, 3:18 PM
CG CC 8086 Day Ahead Imbalance Reserve Down Tier 1 Allocation	Technical Documentation	07/17/2025, 3:18 PM
CG CC 8077 Day Ahead Imbalance Reserve Up Tier 2 Allocation	Technical Documentation	07/17/2025, 3:18 PM
CG CC 8076 Day Ahead Imbalance Reserve Up Tier 1 Allocation	Technical Documentation	07/17/2025, 3:18 PM
CG CC 7071 Flexible Ramp Up Uncertainty Capacity Settlement	Technical Documentation	07/17/2025, 3:18 PM
CG PC Spin Non-Spin No Pay Quantity	Technical Documentation	04/29/2025, 10:45 AM
CG PC RUC-Net-Amount	Technical Documentation	04/29/2025, 10:45 AM
CG PC MSS Netting	Technical Documentation	04/29/2025, 10:45 AM
CG PC Ancillary Services	Technical Documentation	04/29/2025, 10:45 AM
CG CC 8810 RUC Reliability Capacity Down Settlement	Technical Documentation	04/29/2025, 10:44 AM
CG CC 8800 RUC Reliability Capacity Up Settlement	Technical Documentation	04/29/2025, 10:44 AM
CG CC 8081 Day Ahead Imbalance Reserve Down Settlement	Technical Documentation	04/29/2025, 10:43 AM
CG CC 8071 Day Ahead Imbalance Reserve Up Settlement	Technical Documentation	04/29/2025, 10:42 AM
CG CC 7070 Flexible Ramp Forecasted Movement Settlement	Technical Documentation	04/29/2025, 10:42 AM
CG PC RUC No Pay Quantity	Technical Documentation	01/30/2025, 1:49 PM
CG PC Regulation No Pay Quantity	Technical Documentation	01/30/2025, 1:49 PM
CG PC RA Availability Incentive Mechanism	Technical Documentation	01/30/2025, 1:49 PM
CG CC 8310 Day Ahead Green House Gas Emission Cost Revenue	Technical Documentation	01/30/2025, 1:49 PM
CG CC 7261 Regulation Down Mileage Settlement	Technical Documentation	01/30/2025, 1:48 PM
CG CC 7251 Regulation Up Mileage Settlement	Technical Documentation	01/30/2025, 1:48 PM
CG CC 6824 No Pay Residual Unit Commitment RUC Settlement	Technical Documentation	01/30/2025, 1:48 PM
CG CC 6800 DA RUC Availability Settlement	Technical Documentation	01/30/2025, 1:48 PM
CG CC 6670 Real Time Regulation Down Capacity Settlement	Technical Documentation	01/30/2025, 1:48 PM
CG CC 6624 Non-Compliance Regulation Down Settlement	Technical Documentation	01/30/2025, 1:47 PM
CG CC 6600 Day Ahead Regulation Down Capacity Settlement	Technical Documentation	01/30/2025, 1:47 PM
CG CC 6570 Real Time Regulation Up Capacity Settlement	Technical Documentation	01/30/2025, 1:47 PM
CG CC 6524 Non-Compliance Regulation Up Settlement	Technical Documentation	01/30/2025, 1:47 PM
CG CC 6500 Day Ahead Regulation Up Capacity Settlement	Technical Documentation	01/30/2025, 1:47 PM
CG CC 6270 Real Time Non-Spinning Reserve Capacity Settlement	Technical Documentation	01/30/2025, 1:47 PM
CG CC 6224 No Pay Non-Spinning Reserve Settlement	Technical Documentation	01/30/2025, 1:47 PM
CG CC 6200 Day Ahead Non-Spinning Reserve Capacity Settlement	Technical Documentation	01/30/2025, 1:46 PM
CG CC 6170 Real Time Spinning Reserve Capacity Settlement	Technical Documentation	01/30/2025, 1:46 PM
CG CC 6124 No Pay Spinning Reserve Settlement	Technical Documentation	01/30/2025, 1:46 PM
CG CC 6100 Day Ahead Spinning Reserve Capacity Settlement	Technical Documentation	01/30/2025, 1:46 PM
No results

Settlements release - DAME and EDAM tier 2 technical documents

Title	Type	Posted
CG PC Flexible Ramp Product	Technical Documentation	07/17/2025, 3:19 PM
CG CC 8404 Day Ahead Energy and Marginal Losses Offset	Technical Documentation	07/17/2025, 3:18 PM
CG CC 7081 Flexible Ramp Down Uncertainty Capacity Settlement	Technical Documentation	07/17/2025, 3:18 PM
CG CC 495 Real Time GHG Offset	Technical Documentation	07/17/2025, 3:18 PM
CG CC 491 Green House Gas Emission Cost Revenue	Technical Documentation	07/17/2025, 3:18 PM
CG PC Day Ahead Congestion	Technical Documentation	04/29/2025, 10:45 AM
CG CC 64770 Real Time Imbalance Energy Offset EIM	Technical Documentation	04/29/2025, 10:44 AM
CG CC 8088 Resource Sufficiency Evaluation Allocation	Technical Documentation	04/29/2025, 10:44 AM
CG CC 8080 Resource Sufficiency Evaluation Settlement	Technical Documentation	04/29/2025, 10:44 AM
CG CC 7088 Monthly Flexible Ramp Down Uncertainty Award Allocation	Technical Documentation	04/29/2025, 10:43 AM
CG CC 7087 Daily Flexible Ramp Down Uncertainty Award Allocation	Technical Documentation	04/29/2025, 10:43 AM
CG CC 7076 Flexible Ramp Forecast Movement Allocation	Technical Documentation	04/29/2025, 10:43 AM
CG CC 6476 Real Time Assistance Energy Transfer Surcharge	Technical Documentation	04/29/2025, 10:41 AM
CG CC 6473 Convergence Bidding Real Time Energy Congestion and Loss Settlement	Technical Documentation	04/29/2025, 10:41 AM
CG PC Real Time Congestion	Technical Documentation	01/30/2025, 3:19 PM
CG PC NPM Precalculation	Technical Documentation	01/30/2025, 3:19 PM
CG CC 64700 Real Time Instructed Imbalance Energy EIM Settlement	Technical Documentation	01/30/2025, 3:19 PM
CG CC 64600 FMM Instructed Imbalance Energy EIM Settlement	Technical Documentation	01/30/2025, 3:19 PM
CG CC 8704 Day Ahead Congestion Offset	Technical Documentation	01/30/2025, 3:19 PM
CG CC 7078 Monthly Flexible Ramp Up Uncertainty Award Allocation	Technical Documentation	01/30/2025, 3:18 PM
CG CC 7077 Daily Flexible Ramp Up Uncertainty Award Allocation	Technical Documentation	01/30/2025, 3:18 PM
CG CC 6985 Real Time Marginal Losses Offset	Technical Documentation	01/30/2025, 3:18 PM
CG CC 6947 IFM Marginal Losses Surplus Credit Allocation	Technical Documentation	01/30/2025, 3:18 PM
CG CC 6790 CRR Balancing Account	Technical Documentation	01/30/2025, 3:18 PM
CG CC 6700 CRR Hourly Settlement	Technical Documentation	01/30/2025, 3:18 PM
CG CC 6483 Hour-Ahead Scheduling Process Up Lift Settlement	Technical Documentation	01/30/2025, 3:18 PM
CG CC 6479 Real Time Assistance Energy Transfer Allocation	Technical Documentation	01/30/2025, 3:17 PM
CG CC 6470 Real Time Instructed Imbalance Energy Settlement	Technical Documentation	01/30/2025, 3:17 PM
CG CC 6460 FMM Instructed Imbalance Energy Settlement	Technical Documentation	01/30/2025, 3:17 PM
CG CC 6046 Over and Under Scheduling EIM Allocation	Technical Documentation	01/30/2025, 3:16 PM
CG CC 6045 Over and Under Scheduling EIM Settlement	Technical Documentation	01/30/2025, 3:16 PM
No results

Settlements release - DAME and EDAM tier 3 technical documents

Title	Type	Posted
CG PC MSS Deviation Penalty Quantity	Technical Documentation	07/17/2025, 3:19 PM
CG CC 6720 Day Ahead Congestion as Non-Spinning Reserve Import Settlement	Technical Documentation	07/17/2025, 3:19 PM
CG CC 6294 Non-Spinning Reserve Obligation Settlement	Technical Documentation	07/17/2025, 3:19 PM
CG CC 6090 Upward Ancillary Services Neutrality Allocation	Technical Documentation	07/17/2025, 3:18 PM
CG CC 4567 GMC System Operation Real Time Dispatch Charge	Technical Documentation	07/17/2025, 3:18 PM
CG CC 4566 GMC System Operations Balancing Authority Area Service Charge	Technical Documentation	07/17/2025, 3:18 PM
CG CC 4564 GMC EIM Transaction Charge	Technical Documentation	07/17/2025, 3:18 PM
CG CC 4563 GMC Transmission Ownership Rights Charge	Technical Documentation	07/17/2025, 3:18 PM
CG CC 4515 GMC Bid Transaction Fee	Technical Documentation	07/17/2025, 3:18 PM
CG PC System Resource Deemed Delivered Energy Quantity	Technical Documentation	04/29/2025, 10:45 AM
CG PC Measured Demand Over Control Area	Technical Documentation	04/29/2025, 10:45 AM
CG PC ETC TOR CVR Quantity	Technical Documentation	04/29/2025, 10:45 AM
CG PC Real Time Price	Technical Documentation	04/29/2025, 10:45 AM
CG PC Metered Energy Adjustment Factor	Technical Documentation	04/29/2025, 10:45 AM
CG PC IFM Net Amount	Technical Documentation	04/29/2025, 10:45 AM
CG CC 8816 RUC Reliability Capacity Down Tier 1 Allocation	Technical Documentation	04/29/2025, 10:45 AM
CG CC 8811 RUC Reliability Capacity Transfer Revenue Settlement	Technical Documentation	04/29/2025, 10:45 AM
CG CC 8806 RUC Reliability Capacity Up Tier 1 Allocation	Technical Documentation	04/29/2025, 10:45 AM
CG CC 8470 Real time Energy Transfer Revenue Settlement	Technical Documentation	04/29/2025, 10:44 AM
CG CC 8411 Day Ahead Energy Transfer Revenue Settlement	Technical Documentation	04/29/2025, 10:44 AM
CG CC 8326 EDAM Access Charge Payment	Technical Documentation	04/29/2025, 10:44 AM
CG CC 8322 EDAM Access Charge Collection	Technical Documentation	04/29/2025, 10:44 AM
CG CC 8011 Day Ahead Imbalance Reserve Transfer Revenue Settlement	Technical Documentation	04/29/2025, 10:43 AM
CG CC 6755 Real Time Congestion as Regulation Up Import Settlement	Technical Documentation	04/29/2025, 10:42 AM
CG CC 6696 Regulation Down Neutrality Allocation	Technical Documentation	04/29/2025, 10:42 AM
CG CC 6694 Regulation Down Obligation Settlement	Technical Documentation	04/29/2025, 10:42 AM
CG CC 6636 IFM Bid Cost Recovery Tier 1 Allocation	Technical Documentation	04/29/2025, 10:42 AM
CG CC 6594 Regulation Up Obligation Settlement	Technical Documentation	04/29/2025, 10:42 AM
CG CC 6478 Real Time System Imbalance Energy Offset	Technical Documentation	04/29/2025, 10:41 AM
CG CC 6296 Non-Spinning Reserve Neutrality Allocation	Technical Documentation	04/29/2025, 10:41 AM
CG CC 6196 Spinning Reserve Neutrality Allocation	Technical Documentation	04/29/2025, 10:41 AM
CG CC 6194 Spinning Reserve Obligation Settlement	Technical Documentation	04/29/2025, 10:41 AM
CG CC 6011 Day Ahead Energy Congestion Loss Settlement	Technical Documentation	04/29/2025, 10:41 AM
CG CC 4512 GMC Inter-Scheduling Coordinator Trade Transaction Fee	Technical Documentation	04/29/2025, 10:40 AM
CG CC 7266 Regulation Down Mileage Cost Allocation	Technical Documentation	04/21/2025, 4:29 PM
CG CC 7256 Regulation Up Mileage Cost Allocation	Technical Documentation	04/21/2025, 4:29 PM
CG CC 6760 Day-Ahead Congestion as Regulation Down Import Settlement	Technical Documentation	04/21/2025, 4:25 PM
CG CC 6710 Day Ahead Congestion as Spinning Reserve Import Settlement-5-5	Technical Documentation	04/21/2025, 4:25 PM
CG CC 6715 Real Time Congestion as Spinning Reserve Import Settlement	Technical Documentation	04/21/2025, 4:25 PM
CG CC 6765 Real Time Congestion as Regulation Down Import Settlement	Technical Documentation	04/21/2025, 4:25 PM
CG CC 6725 Real Time Congestion as Non-Spinning Reserve Import Settlement	Technical Documentation	04/21/2025, 4:25 PM
CG CC 6750 Day Ahead Congestion as Regulation Up Import Settlement	Technical Documentation	04/21/2025, 4:25 PM
CG CC 6678 Real Time Bid Cost Recovery Allocation	Technical Documentation	04/21/2025, 4:24 PM
CG CC 6596 Regulation Up Neutrality Allocation	Technical Documentation	04/21/2025, 4:24 PM
CG PC RTM Net Amount	Technical Documentation	01/30/2025, 4:31 PM
CG PC EDAM Access Charge	Technical Documentation	01/30/2025, 4:30 PM
CG PC Bid Cost Recovery Sequential Netting	Technical Documentation	01/30/2025, 4:30 PM
CG CC 66200 RTM Bid Cost Recovery EIM Settlement	Technical Documentation	01/30/2025, 4:30 PM
CG CC 64740 Real-Time Unaccounted for EIM Energy Settlement	Technical Documentation	01/30/2025, 4:30 PM
CG CC 8817 RUC Reliability Capacity Down Tier 2 Allocation	Technical Documentation	01/30/2025, 4:30 PM
CG CC 8807 RUC Reliability Capacity Up Tier 2 Allocation	Technical Documentation	01/30/2025, 4:30 PM
CG CC 6807 Day Ahead Residual Unit Commitment RUC Tier 2 Allocation	Technical Documentation	01/30/2025, 4:25 PM
CG CC 6806 Day Ahead Residual Unit Commitment RUC Tier 1 Allocation	Technical Documentation	01/30/2025, 4:25 PM
CG CC 6637 IFM Bid Cost Recovery Tier 2 Allocation	Technical Documentation	01/30/2025, 4:24 PM
CG CC 6630 IFM Bid Cost Recovery Settlement	Technical Documentation	01/30/2025, 4:24 PM
CG CC 6620 RUC and RTM Bid Cost Recovery Settlement	Technical Documentation	01/30/2025, 4:24 PM
CG CC 6477 Real Time Imbalance Energy Offset	Technical Documentation	01/30/2025, 4:24 PM
CG CC 4989 Daily Rounding Adjustment Allocation	Technical Documentation	01/30/2025, 4:23 PM
CG CC 4561 GMC System Operations Charge	Technical Documentation	01/30/2025, 4:22 PM
CG CC 4560 GMC Market Services Charge	Technical Documentation	01/30/2025, 4:22 PM
No results

Master File documents

Generator Resource Data Template EDAM 19.1 - Draft09/05/2024, 11:17 AM
Generator Resource Data Template and Intertie Resource Data Template Definitions EDAM DAME V19.1 - Draft09/05/2024, 11:17 AM

Day-ahead market enhancements (DAME)

Business Requirements Specification v1.5 Redline - Day-Ahead Market Enhancements04/08/2025, 10:45 AM
Business Requirements Specification v1.5 - Day-Ahead Market Enhancements04/08/2025, 10:45 AM
Business Practice Summary v1.1 - Day-Ahead Market Enhancements04/16/2025, 10:21 AM
Market Simulation Structured Scenarios - Day-Ahead Market Enhancements v1.308/07/2025, 11:08 AM

DAME Business practice manuals (BPMs)

Business Practice Manual for Reliability Requirements Version 78.1 -DAME07/02/2025, 4:53 PM
Appendices Market Operations v62.1 DAME07/02/2025, 4:32 PM
Business Practice Manual Market Instruments v91.1 DAME07/02/2025, 4:32 PM
Business Practice Manual Market Operations v101.1 DAME07/02/2025, 4:32 PM

Extended day-ahead market (EDAM)

Business Requirements Specification v1.5 Redline - Extended Day-Ahead Market08/05/2025, 12:51 PM
Comments due 8/29/2025 via Policy commenting tool
Business Requirements Specification v1.5 - Extended Day-Ahead Market08/05/2025, 12:51 PM
Comments due 8/29/2025 via Policy commenting tool
Business Practice Summary - Extended Day-Ahead Market07/10/2024, 9:10 AM
Market Simulation Structured Scenarios v1.5 - Extended Day-Ahead Market08/07/2025, 10:55 AM
Submit Business Requirements Specification Comments - Extended Day Ahead Market Business Requirements Specification v 1.508/06/2025, 12:04 PM
Comments due 8/29/25 at 5 pm

EDAM onboarding Track 7

EDAM from to systems integration and testing

EDAM From To Systems Integration and Testing05/01/2025, 10:20 AM

EDAM onboarding system integration and testing

EDAM Onboarding System Integration and Testing08/07/2025, 11:16 AM

EDAM ISO balancing authority area participation rules track a

Business Requirements Specification v1.5 - EDAM ISO Balancing Authority Area Participation Rules Track A04/25/2025, 11:23 AM
Submit BRS comments - EDAM ISO Balancing Authority Area Participation Rules Version 1.401/29/2025, 10:09 AM
Due: Mar 07, 05:00 pm
Business Requirements Specification v1.5 Redline - EDAM ISO Balancing Authority Area Participation Rules Track A04/25/2025, 11:23 AM
Business Requirements Specification v1.4 Appendix A Supplement - Prep Calcs for CISO BAA EDAM Access Charge02/24/2025, 1:17 PM

Previous releases

View all previous releases.

Policy initiatives

Learn more about how the policy initiative process works, including proposal development, stakeholder feedback on the process leading to the creation of the business requirement specifications for release planning.