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

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In-person Online
Market Performance and Planning Forum
California ISO, 250 Outcropping Way, Folsom, CA

Brenda Marquez at bmarquez@caiso.com 

Web and audio participation information
Step 1: join web conference at https://caiso.webex.com/caiso/onstage/g.php?MTID=e9bd53a858af1e8f298a080624da73909 

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

Audio only participation: call 1-888-251-2949 or 215-861-0694, access code: 24873615509 

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

Register here: https://caiso.regfox.com/market-performance-and-planning-forum-q3 

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

View more events under Market Performance and Planning Forum
09/18/2024
9:00 AM - 4:00 PM
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
View more events under Release User Group (RUG)
10/01/2024
10:00 AM - 11:00 AM
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
View more events under Release User Group (RUG)
10/15/2024
10:00 AM - 11:00 AM
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
View more events under Release User Group (RUG)
10/29/2024
10:00 AM - 11:00 AM
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
View more events under Release User Group (RUG)
11/12/2024
10:00 AM - 11:00 AM

View all previous release user group meeting materials. 

2024 releases

Independent 2024

Market simulation - independent releases

View the market simulation forum meeting presentations and videos.

Congestion revenue rights system upgrade

FERC Order 2222

Highest emergency rating

Hybrid resources phase 2-C RIMS

Master File documents

Transmission exchange agreement renegotiation

Transmission service and market scheduling priorities phase 2

Western Energy Imbalance Market (WEIM) fab enhancements

Fall 2024

Fall 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

Independent 2025

Subscriber participating transmission owner model

Fall 2025

Master File documents

Day-ahead market enhancements

Extended day-ahead market

EDAM ISO balancing authority area participation rules track a

FERC order 881

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

Title Type Posted
CG PC Spin Non-Spin No Pay Quantity
Technical Documentation 08/26/2024, 12:25 PM
CG PC Ancillary Services
Technical Documentation 08/26/2024, 12:25 PM
CG CC 6524 Non Compliance Regulation Up Settlement
Technical Documentation 08/26/2024, 12:25 PM
CG CC 6624 Non Compliance Regulation Down Settlement
Technical Documentation 08/26/2024, 12:25 PM
CG PC RA Availability Incentive Mechanism
08/26/2024, 12:25 PM
CG CC 7070 Flexible Ramp Forecasted Movement Settlement
Technical Documentation 08/26/2024, 12:25 PM
CG CC 8800 Day Ahead RUC Reliability Capacity Up Settlement
Technical Documentation 08/26/2024, 12:25 PM
CG CC 8310 Day Ahead Greenhouse Gas Emission Cost Revenue
Technical Documentation 08/26/2024, 12:25 PM
CG CC 7071 Flexible Ramp Up Uncertainty Capacity Settlement
Technical Documentation 08/26/2024, 12:25 PM
CG CC 8315 Day Ahead Green House Gas Offset
Technical Documentation 08/26/2024, 12:25 PM
CG CC 8810 Day Ahead RUC Reliability Capacity Down Settlement
Technical Documentation 08/26/2024, 12:25 PM
CG CC 6570 Real Time Regulation Up Capacity Settlement
Technical Documentation 08/26/2024, 12:24 PM
CG CC 6500 Day Ahead Regulation Up Capacity Settlement
Technical Documentation 08/26/2024, 12:24 PM
CG PC Real Time Energy Quantity
Technical Documentation 08/26/2024, 12:24 PM
CG CC 8076 Day Ahead Imbalance Reserve Up Tier 1 Allocation
Technical Documentation 08/26/2024, 12:24 PM
CG CC 6270 Real Time Non-Spinning Reserve Capacity Settlement
Technical Documentation 08/26/2024, 12:24 PM
CG PC MSS Netting
Technical Documentation 08/26/2024, 12:24 PM
CG CC 6013 Convergence Bidding DA Energy_Cong_Loss Settlement
Technical Documentation 08/26/2024, 11:19 AM
CG CC 6170 Real Time Spinning Reserve Capacity Settlement
Technical Documentation 08/26/2024, 11:18 AM
CG CC 6224 No Pay Non Spinning Reserve Settlement
Technical Documentation 08/26/2024, 11:18 AM
CG CC 8077 Day Ahead Imbalance Reserve Up Tier 2 Allocation
Technical Documentation 05/06/2024, 3:09 PM
CG CC 6824 No Pay Residual Unit Commitment (RUC) Settlement
01/16/2024, 1:21 PM
CG PC Start-Up and Minimum Load Cost
Technical Documentation 01/16/2024, 1:21 PM
CG CC 6670 Real Time Regulation Down Capacity Settlement
Technical Documentation 01/16/2024, 1:21 PM
CG CC 7251 Regulation Up Mileage Settlement
Technical Documentation 01/16/2024, 1:20 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 6800 DA RUC Availability 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 8087 Day Ahead Imbalance Reserve Down Tier 1 Allocation
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 RUC Net Amount
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 PC Regulation No Pay Quantity
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
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Fall 2025 settlements release - DAME and EDAM tier 2 technical documents

Title Type Posted
CG CC 7088 Monthly Flexible Ramp Down Uncertainty Award Allocation
Technical Documentation 08/26/2024, 4:35 PM
CG PC Real Time Congestion
Technical Documentation 08/26/2024, 2:22 PM
CG PC NPM Precalculation
Technical Documentation 08/26/2024, 2:22 PM
CG PC PC Flexible Ramp Product
08/26/2024, 2:22 PM
CG PC Day Ahead Congestion 5.0
Technical Documentation 08/26/2024, 2:22 PM
CG CC 7081 Flexible Ramp Down Uncertainty Capacity Settlement
Technical Documentation 08/26/2024, 2:21 PM
CG CC 6460 FMM Instructed Imbalance Energy Settlement
Technical Documentation 08/26/2024, 2:20 PM
CG CC 491 Greenhouse Gas Emission Cost Revenue
Technical Documentation 08/26/2024, 2:20 PM
CG CC 6470 Real Time Instructed Imbalance Energy Settlement
Technical Documentation 08/26/2024, 2:20 PM
CG CC 7078 Monthly Flexible Ramp Up Uncertainty Award Allocation
Technical Documentation 08/26/2024, 2:20 PM
CG CC 8404 Day Ahead Energy and Marginal Losses Offset 5.0
Technical Documentation 08/26/2024, 2:20 PM
CG CC 6476 Real Time Assistance Energy Transfer Surcharge
Technical Documentation 08/26/2024, 2:20 PM
CG CC 6985 Real Time Marginal Losses Offset
Technical Documentation 08/26/2024, 2:20 PM
CG CC 7087 Daily Flexible Ramp Down Uncertainty Award Allocation
Technical Documentation 08/26/2024, 2:20 PM
CG CC 64600 FMM Instructed Imbalance Energy EIM Settlement
Technical Documentation 08/26/2024, 2:19 PM
CG CC 8088 Resource Sufficiency Evaluation Allocation 5.0
Technical Documentation 08/26/2024, 2:19 PM
CG CC 7077 Daily Flexible Ramp Up Uncertainty Award Allocation
Technical Documentation 08/26/2024, 2:19 PM
CG CC 8080 Resource Sufficiency Evaluation Settlement 5.0
Technical Documentation 08/26/2024, 2:19 PM
CG CC 6700 CRR Hourly Settlement
Technical Documentation 08/26/2024, 2:19 PM
CG CC 64700 Real Time Instructed Imbalance Energy EIM Settlement
Technical Documentation 08/26/2024, 2:19 PM
CG CC 6473 Convergence Bidding Real Time Energy Congestion and Loss Settlement
Technical Documentation 08/26/2024, 2:19 PM
CG CC 7076 Flexible Ramp Forecast Movement Allocation
Technical Documentation 08/26/2024, 2:18 PM
CG CC 64770 Real Time Imbalance Energy Offset EIM
Technical Documentation 08/26/2024, 2:18 PM
CG CC 495 Real Time GHG Offset 5.0
Technical Documentation 08/26/2024, 2:18 PM
CG CC 8704 Day Ahead Congestion Offset 5.0
Technical Documentation 03/26/2024, 3:55 PM
CG CC 6790 CRR Balancing Account
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 6479 Real Time Assistance Energy Transfer Allocation
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 6046 Over and Under Scheduling EIM Allocation
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
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Fall 2025 settlements release - DAME and EDAM tier 3 technical documents

Title Type Posted
CG PC RTM Net Amount 5.39
08/23/2024, 10:09 AM
CG PC IFM Net Amount 5.20
08/23/2024, 10:09 AM
CG PC EDAM Access Charge 5.0
08/23/2024, 10:09 AM
CG PC Bid Cost Recovery Sequential Netting 5.3
08/23/2024, 10:09 AM
CG CC 66200 RTM Bid Cost Recovery EIM Settlement 5.4
08/23/2024, 10:09 AM
CG CC 64740 Real-Time Unaccounted for EIM Energy Settlement 5.5
08/23/2024, 10:09 AM
CG CC 8817 RUC Reliability Capacity Down Tier 2 Allocation 5.0
08/23/2024, 10:09 AM
CG CC 8816 RUC Reliability Capacity Down Tier 1 Allocation 5.0
08/23/2024, 10:09 AM
CG CC 8811 RUC Reliability Capacity Transfer Revenue Settlement 5.0
08/23/2024, 10:09 AM
CG CC 8807 RUC Reliability Capacity Up Tier 2 Allocation 5.0
08/23/2024, 10:09 AM
CG CC 8806 RUC Reliability Capacity Up Tier 1 Allocation 5.0
08/23/2024, 10:09 AM
CG CC 8470 Real Time Energy Transfer Revenue Settlement 5.0
08/23/2024, 10:09 AM
CG CC 8411 Day Ahead Energy Transfer Revenue Settlement 5.0
08/23/2024, 10:08 AM
CG CC 8326 EDAM Access Charge Payment 5.0
08/23/2024, 10:08 AM
CG CC 8322 EDAM Access Charge Collection 5.0
08/23/2024, 10:08 AM
CG CC 8011 Day Ahead Imbalance Reserve Transfer Revenue Settlement 5.0
08/23/2024, 10:08 AM
CG CC 6807 Day Ahead Residual Unit Commitment RUC Tier 2 Allocation 5.2
08/23/2024, 10:08 AM
CG CC 6806 Day Ahead Residual Unit Commitment RUC Tier 1 Allocation 5.11
08/23/2024, 10:08 AM
CG CC 6637 IFM Bid Cost Recovery Tier 2 Allocation 5.3
08/23/2024, 10:08 AM
CG CC 6636 IFM Bid Cost Recovery Tier 1 Allocation 5.6
08/23/2024, 10:08 AM
CG CC 6630 IFM Bid Cost Recovery Settlement 5.3
08/23/2024, 10:08 AM
CG CC 6620 RUC and RTM Bid Cost Recovery Settlement 5.5
08/23/2024, 10:08 AM
CG CC 6478 Real Time System Imbalance Energy Offset 5.1
08/23/2024, 10:08 AM
CG CC 6477 Real Time Imbalance Energy Offset 5.11
08/23/2024, 10:08 AM
CG CC 6011 Day Ahead Energy Congestion Loss Settlement 5.7
08/23/2024, 10:07 AM
CG CC 4567 GMC System Operation Real Time Dispatch Charge 5.0
08/23/2024, 10:07 AM
CG CC 4566 GMC System Operations Balancing Authority Area Service Charge 5.0
08/23/2024, 10:07 AM
CG CC 4564 GMC EIM Transaction Charge 5.4
08/23/2024, 10:07 AM
CG CC 4563 GMC Transmission Ownership Rights Charge 5.3
08/23/2024, 10:07 AM
CG CC 4561 GMC System Operations Charge 5.3
08/23/2024, 10:07 AM
CG CC 4560 GMC Market Services Charge 5.6
08/23/2024, 10:07 AM
CG CC 4515 GMC Bid Transaction Fee 5.8
08/23/2024, 10:06 AM
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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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