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.

Upcoming meetings

Online
Release User Group Forum
Contact: Trang Vo at tvo@caiso.com or (916) 351-2237
Join the meeting
https://caiso.webex.com/caiso/j.php?MTID=m8f4dee2c7059898b3609c46be3cd2c20

Tap to join audio only from a mobile device
1-844-621-3956,,24910427352## United States Toll Free
+1-650-479-3208,,24910427352## United States Toll

Related information
https://www.caiso.com/informed/Pages/MeetingsEvents/UserGroupsRecurringMeetings/Default.aspx#RUG
In-person Online
Market Performance and Planning Forum Q2
California ISO, 250 Outcropping Way, Folsom, CA

Brenda Corona at bcorona@caiso.com 

Web and audio participation information

Step 1: join web conference at https://caiso.webex.com/caiso/onstage/g.php?MTID=e9f02c949878c89566850e0e1662d3641 

Step 2: connect audio by selecting computer audio or selecting call me and enter your phone number

Audio only participation: call 1-844-621-3956, access code: 24840037599

Technical support: call Intellor at 1-301-250-7202

Register Here : https://caiso.regfox.com/market-performance-and-planning-forum-q2- 

Related information
https://www.caiso.com/meetings-events/topics/market-performance-and-planning-forum 

Online
Release User Group Forum
Contact: Trang Vo at tvo@caiso.com or (916) 351-2237
Join the meeting
https://caiso.webex.com/caiso/j.php?MTID=m8f4dee2c7059898b3609c46be3cd2c20

Tap to join audio only from a mobile device
1-844-621-3956,,24910427352## United States Toll Free
+1-650-479-3208,,24910427352## United States Toll

Related information
https://www.caiso.com/informed/Pages/MeetingsEvents/UserGroupsRecurringMeetings/Default.aspx#RUG
Online
Release User Group Forum
Contact: Trang Vo at tvo@caiso.com or (916) 351-2237
Join the meeting
https://caiso.webex.com/caiso/j.php?MTID=m8f4dee2c7059898b3609c46be3cd2c20

Tap to join audio only from a mobile device
1-844-621-3956,,24910427352## United States Toll Free
+1-650-479-3208,,24910427352## United States Toll

Related information
https://www.caiso.com/informed/Pages/MeetingsEvents/UserGroupsRecurringMeetings/Default.aspx#RUG
Online
Release User Group Forum
Contact: Trang Vo at tvo@caiso.com or (916) 351-2237
Join the meeting
https://caiso.webex.com/caiso/j.php?MTID=m8f4dee2c7059898b3609c46be3cd2c20

Tap to join audio only from a mobile device
1-844-621-3956,,24910427352## United States Toll Free
+1-650-479-3208,,24910427352## United States Toll

Related information
https://www.caiso.com/informed/Pages/MeetingsEvents/UserGroupsRecurringMeetings/Default.aspx#RUG

2024 releases

Independent 2024

Western Energy Imbalance Market (WEIM) fab enhancements

Congestion revenue rights system upgrade

Highest emergency rating

Hybrid resources phase 2-C RIMS

Master File documents

Summer 2024 settlements release technical documents

Settlements configuration files and transmission service and market scheduling priorities phase 2 and transmission exchange agreement renegotiation documents. 

2025 releases

EDAM ISO balancing authority area participation rules track a

Fall 2025 settlements release - DAME and EDAM tier 1 technical documents

Title Type Posted
CG CC 8077 Day Ahead Imbalance Reserve Up Tier 2 Allocation
Technical Documentation 05/06/2024, 3:09 PM
CG CC 6670 Real Time Regulation Down Capacity Settlement
Technical Documentation 01/16/2024, 1:21 PM
CG PC Start-Up and Minimum Load Cost
Technical Documentation 01/16/2024, 1:21 PM
CG CC 6824 No Pay Residual Unit Commitment (RUC) Settlement
01/16/2024, 1:21 PM
CG PC Spin Non-Spin No Pay Quantity
Technical Documentation 01/16/2024, 1:21 PM
CG CC 6200 Day Ahead Non-Spinning Reserve Capacity Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG PC Metered Energy Adjustment Factor
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6524 Non Compliance Regulation Up Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG PC Regulation No Pay Quantity
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6624 Non Compliance Regulation Down Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG PC Real Time Energy Quantity
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6013 Convergence Bidding DA Energy_Cong_Loss Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6800 DA RUC Availability Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG PC Ancillary Services
Technical Documentation 01/16/2024, 1:20 PM
CG CC 8810 Day Ahead RUC Reliability Capacity Down Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6500 Day Ahead Regulation Up Capacity Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG PC RA Availability Incentive Mechanism
01/16/2024, 1:20 PM
CG CC 8087 Day Ahead Imbalance Reserve Down Tier 1 Allocation
Technical Documentation 01/16/2024, 1:20 PM
CG CC 8315 Day Ahead Green House Gas Offset
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6570 Real Time Regulation Up Capacity Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 8086 Day Ahead Imbalance Reserve Down Tier 1 Allocation
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6124 No Pay Spinning Reserve Settlement
01/16/2024, 1:20 PM
CG CC 7251 Regulation Up Mileage Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6224 No Pay Non Spinning Reserve Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 8071 Day Ahead Imbalance Reserve Up Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6100 Day Ahead Spinning Reserve Capacity Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6170 Real Time Spinning Reserve Capacity Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 7261 Regulation Down Mileage Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6600 Day Ahead Regulation Down Capacity Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG PC RUC No Pay Quantity
Technical Documentation 01/16/2024, 1:20 PM
CG PC MSS Netting
Technical Documentation 01/16/2024, 1:20 PM
CG CC 8800 Day Ahead RUC Reliability Capacity Up Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 7071 Flexible Ramp Up Uncertainty Capacity Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG PC RUC Net Amount
Technical Documentation 01/16/2024, 1:20 PM
CG CC 6270 Real Time Non-Spinning Reserve Capacity Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 8076 Day Ahead Imbalance Reserve Up Tier 1 Allocation
Technical Documentation 01/16/2024, 1:20 PM
CG CC 7070 Flexible Ramp Forecasted Movement Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 8081 Day Ahead Imbalance Reserve Down Settlement
Technical Documentation 01/16/2024, 1:20 PM
CG CC 8310 Day Ahead Greenhouse Gas Emission Cost Revenue
Technical Documentation 01/16/2024, 12:04 PM
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Fall 2025 settlements release - DAME and EDAM tier 2 technical documents

Title Type Posted
CG CC 64700 Real Time Instructed Imbalance Energy EIM Settlement
Technical Documentation 03/26/2024, 3:56 PM
CG CC 7078 Monthly Flexible Ramp Up Uncertainty Award Allocation
Technical Documentation 03/26/2024, 3:56 PM
CG PC NPM Precalculation
Technical Documentation 03/26/2024, 3:56 PM
CG PC Day Ahead Congestion 5.0
Technical Documentation 03/26/2024, 3:55 PM
CG CC 7087 Daily Flexible Ramp Down Uncertainty Award Allocation
Technical Documentation 03/26/2024, 3:55 PM
CG PC PC Flexible Ramp Product
03/26/2024, 3:55 PM
CG CC 6473 Convergence Bidding Real Time Energy Congestion and Loss Settlement
Technical Documentation 03/26/2024, 3:55 PM
CG CC 64600 FMM Instructed Imbalance Energy EIM Settlement
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6470 Real Time Instructed Imbalance Energy Settlement
Technical Documentation 03/26/2024, 3:55 PM
CG CC 8080 Resource Sufficiency Evaluation Settlement 5.0
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6985 Real Time Marginal Losses Offset
Technical Documentation 03/26/2024, 3:55 PM
CG CC 7088 Monthly Flexible Ramp Down Uncertainty Award Allocation
Technical Documentation 03/26/2024, 3:55 PM
CG PC Real Time Congestion
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6476 Real Time Assistance Energy Transfer Surcharge
Technical Documentation 03/26/2024, 3:55 PM
CG CC 8404 Day Ahead Energy and Marginal Losses Offset 5.0
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6947 IFM Marginal Losses Surplus Credit Allocation
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6700 CRR Hourly Settlement
Technical Documentation 03/26/2024, 3:55 PM
CG CC 7081 Flexible Ramp Down Uncertainty Capacity Settlement
Technical Documentation 03/26/2024, 3:55 PM
CG CC 7077 Daily Flexible Ramp Up Uncertainty Award Allocation
Technical Documentation 03/26/2024, 3:55 PM
CG CC 7071 Flexible Ramp Up Uncertainty Capacity Settlement
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6483 Hour-Ahead Scheduling Process Uplift Settlement
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6460 FMM Instructed Imbalance Energy Settlement
Technical Documentation 03/26/2024, 3:55 PM
CG CC 64770 Real Time Imbalance Energy Offset EIM
Technical Documentation 03/26/2024, 3:55 PM
CG CC 8704 Day Ahead Congestion Offset 5.0
Technical Documentation 03/26/2024, 3:55 PM
CG CC 7076 Flexible Ramp Forecast Movement Allocation
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6790 CRR Balancing Account
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6479 Real Time Assistance Energy Transfer Allocation
03/26/2024, 3:55 PM
CG CC 6046 Over and Under Scheduling EIM Allocation
Technical Documentation 03/26/2024, 3:08 PM
CG CC 495 Real Time GHG Offset 5.0
Technical Documentation 03/26/2024, 3:08 PM
CG CC 491 Greenhouse Gas Emission Cost Revenue
Technical Documentation 03/26/2024, 3:08 PM
CG CC 6045 Over and Under Scheduling EIM Settlement
Technical Documentation 03/26/2024, 3:08 PM
CG CC 8088 Resource Sufficiency Evaluation Allocation 5.0
Technical Documentation 03/26/2024, 3:08 PM
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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.

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