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

Trang Vo at tvo@caiso.com or (916) 673-8120

Web and audio participation information

Step 1: join web conference at https://caiso.webex.com/caiso/j.php?MTID=m8f4dee2c7059898b3609c46be3cd2c20

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: 24910427352#

United States Toll Free +1-650-479-3208,,24910427352## 

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

Related information

https://www.caiso.com/meetings-events/meetings#RUG

Online
Release User Group Forum

Trang Vo at tvo@caiso.com or (916) 673-8120

Web and audio participation information

Step 1: join web conference at https://caiso.webex.com/caiso/j.php?MTID=m8f4dee2c7059898b3609c46be3cd2c20

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: 24910427352#

United States Toll Free +1-650-479-3208,,24910427352## 

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

Related information

https://www.caiso.com/meetings-events/meetings#RUG

Online
Tentative: Market Performance and Planning Forum Q1

Brenda Marquez, bmarquez@caiso.com 

NOTE: Do not add to personal calendar. Meeting date and details to be confirmed in a future notice. 

Web and audio participation information

Step 1: join web conference at https://caiso.webex.com/caiso/onstage/g.php?MTID=e851aae962687f9d6b60f0c64e6134e73 

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: 24893893726

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

Online
Release User Group Forum

Trang Vo at tvo@caiso.com or (916) 673-8120

Web and audio participation information

Step 1: join web conference at https://caiso.webex.com/caiso/j.php?MTID=m8f4dee2c7059898b3609c46be3cd2c20

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: 24910427352#

United States Toll Free +1-650-479-3208,,24910427352## 

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

Related information

https://www.caiso.com/meetings-events/meetings#RUG

Online
Release User Group Forum

Trang Vo at tvo@caiso.com or (916) 673-8120

Web and audio participation information

Step 1: join web conference at https://caiso.webex.com/caiso/j.php?MTID=m8f4dee2c7059898b3609c46be3cd2c20

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: 24910427352#

United States Toll Free +1-650-479-3208,,24910427352## 

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

Related information

https://www.caiso.com/meetings-events/meetings#RUG

2025 releases

Independent 2025

Hybrid resources phase 2-C RIMS

Subscriber participating transmission owner model

Western Energy Imbalance Market (WEIM) fab enhancements

Fall 2025

Transmission exchange agreement renegotiation

Settlements 2025

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

Title Type Posted
CG PC Start-Up and Minimum Load Cost
Technical Documentation 01/30/2025, 1:50 PM
CG PC Spin Non-Spin No Pay Quantity
Technical Documentation 01/30/2025, 1:50 PM
CG PC RUC No Pay Quantity
Technical Documentation 01/30/2025, 1:49 PM
CG PC RUC-Net-Amount
Technical Documentation 01/30/2025, 1:49 PM
CG PC Regulation No Pay Quantity
Technical Documentation 01/30/2025, 1:49 PM
CG PC Real Tim Energy Quantity
Technical Documentation 01/30/2025, 1:49 PM
CG PC RA Availability Incentive Mechanism
Technical Documentation 01/30/2025, 1:49 PM
CG PC MSS Netting
Technical Documentation 01/30/2025, 1:49 PM
CG PC Ancillary Services
Technical Documentation 01/30/2025, 1:49 PM
CG CC 8810 RUC Reliability Capacity Down Settlement
Technical Documentation 01/30/2025, 1:49 PM
CG CC 8800 RUC Reliability Capacity Up Settlement
Technical Documentation 01/30/2025, 1:49 PM
CG CC 8315 Day Ahead Green House Gas Offset
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 8087 Day Ahead Imbalance Reserve Down Tier 2 Allocation
Technical Documentation 01/30/2025, 1:49 PM
CG CC 8086 Day Ahead Imbalance Reserve Down Tier 1 Allocation
Technical Documentation 01/30/2025, 1:49 PM
CG CC 8081 Day Ahead Imbalance Reserve Down Settlement
Technical Documentation 01/30/2025, 1:49 PM
CG CC 8077 Day Ahead Imbalance Reserve Up Tier 2 Allocation
Technical Documentation 01/30/2025, 1:49 PM
CG CC 8076 Day Ahead Imbalance Reserve Up Tier 1 Allocation
Technical Documentation 01/30/2025, 1:49 PM
CG CC 8071 Day Ahead Imbalance Reserve Up Settlement
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 7071 Flexible Ramp Up Uncertainty Capacity Settlement
Technical Documentation 01/30/2025, 1:48 PM
CG CC 7070 Flexible Ramp Forecasted Movement 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
CG CC 6013 Convergence Bidding DA Energy Cong Loss Settlement
Technical Documentation 01/30/2025, 1:46 PM
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
No results
Show more

Fall 2025 settlements release - DAME and EDAM tier 2 technical documents

Title Type Posted
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 PC Flexible Ramp Product
Technical Documentation 01/30/2025, 3:19 PM
CG PC Day Ahead Congestion
Technical Documentation 01/30/2025, 3:19 PM
CG CC 64770 Real Time Imbalance Energy Offset EIM
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 8404 Day Ahead Energy and Marginal Losses Offset
Technical Documentation 01/30/2025, 3:19 PM
CG CC 8088 Resource Sufficiency Evaluation Allocation
Technical Documentation 01/30/2025, 3:19 PM
CG CC 8080 Resource Sufficiency Evaluation Settlement
Technical Documentation 01/30/2025, 3:19 PM
CG CC 7088 Monthly Flexible Ramp Down Uncertainty Award Allocation
Technical Documentation 01/30/2025, 3:18 PM
CG CC 7087 Daily Flexible Ramp Down Uncertainty Award Allocation
Technical Documentation 01/30/2025, 3:18 PM
CG CC 7081 Flexible Ramp Down Uncertainty Capacity Settlement
Technical Documentation 01/30/2025, 3:18 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 7076 Flexible Ramp Forecast Movement 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 6476 Real Time Assistance Energy Transfer Surcharge
Technical Documentation 01/30/2025, 3:17 PM
CG CC 6473 Convergence Bidding Real Time Energy Congestion and Loss Settlement
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, 3:17 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
CG CC 495 Real Time GHG Offset
Technical Documentation 01/30/2025, 3:16 PM
CG CC 491 Green House Gas Emission Cost Revenue
Technical Documentation 01/30/2025, 3:16 PM
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
No results
Show more

Fall 2025 settlements release - DAME and EDAM tier 3 technical documents

Title Type Posted
CG PC RTM Net Amount
Technical Documentation 01/30/2025, 4:31 PM
CG PC Real Time Price
Technical Documentation 01/30/2025, 4:31 PM
CG PC MSS Deviation Penalty Quantity
Technical Documentation 01/30/2025, 4:31 PM
CG PC Metered Energy Adjustment Factor
Technical Documentation 01/30/2025, 4:31 PM
CG PC IFM Net Amount
Technical Documentation 01/30/2025, 4:30 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 8816 RUC Reliability Capacity Down Tier 1 Allocation
Technical Documentation 01/30/2025, 4:30 PM
CG CC 8811 RUC Reliability Capacity Transfer Revenue Settlement
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 8806 RUC Reliability Capacity Up Tier 1 Allocation
Technical Documentation 01/30/2025, 4:30 PM
CG CC 8470 Real time Energy Transfer Revenue Settlement
Technical Documentation 01/30/2025, 4:30 PM
CG CC 8411 Day Ahead Energy Transfer Revenue Settlement
Technical Documentation 01/30/2025, 4:30 PM
CG CC 8326 EDAM Access Charge Payment
Technical Documentation 01/30/2025, 4:30 PM
CG CC 8322 EDAM Access Charge Collection
Technical Documentation 01/30/2025, 4:29 PM
CG CC 8011 Day Ahead Imbalance Reserve Transfer Revenue Settlement
Technical Documentation 01/30/2025, 4:29 PM
CG CC 7266 Regulation Down Mileage Cost Allocation
Technical Documentation 01/30/2025, 4:29 PM
CG CC 7256 Regulation Up Mileage Cost Allocation
Technical Documentation 01/30/2025, 4:29 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 6765 Real Time Congestion as Regulation Down Import Settlement
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6760 Day Ahead Congestion as Regulation Down Import Settlement
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6755 Real Time Congestion as Regulation Up Import Settlement
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6750 Day Ahead Congestion as Regulation Up Import Settlement
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6725 Real Time Congestion as Non-Spinning Reserve Import Settlement
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6720 Day Ahead Congestion as Non-Spinning Reserve Import Settlement
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6715 Real Time Congestion as Spinning Reserve Import Settlement
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6710 Day Ahead Congestion as Spinning Reserve Import Settlement-5-5
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6696 Regulation Down Neutrality Allocation
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6694 Regulation Down Obligation Settlement
Technical Documentation 01/30/2025, 4:25 PM
CG CC 6678 Real Time Bid Cost Recovery Allocation
Technical Documentation 01/30/2025, 4:24 PM
CG CC 6637 IFM Bid Cost Recovery Tier 2 Allocation
Technical Documentation 01/30/2025, 4:24 PM
CG CC 6636 IFM Bid Cost Recovery Tier 1 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 6596 Regulation Up Neutrality Allocation
Technical Documentation 01/30/2025, 4:24 PM
CG CC 6594 Regulation Up Obligation Settlement
Technical Documentation 01/30/2025, 4:24 PM
CG CC 6478 Real Time System Imbalance Energy Offset
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 6296 Non-Spinning Reserve Neutrality Allocation
Technical Documentation 01/30/2025, 4:24 PM
CG CC 6294 Non-Spinning Reserve Obligation Settlement
Technical Documentation 01/30/2025, 4:24 PM
CG CC 6196 Spinning Reserve Neutrality Allocation
Technical Documentation 01/30/2025, 4:23 PM
CG CC 6194 Spinning Reserve Obligation Settlement
Technical Documentation 01/30/2025, 4:23 PM
CG CC 6090 Upward Ancillary Services Neutrality Allocation
Technical Documentation 01/30/2025, 4:23 PM
CG CC 6011 Day Ahead Energy Congestion Loss Settlement
Technical Documentation 01/30/2025, 4:23 PM
CG CC 4989 Daily Rounding Adjustment Allocation
Technical Documentation 01/30/2025, 4:23 PM
CG CC 4567 GMC System Operation Real Time Dispatch Charge
Technical Documentation 01/30/2025, 4:23 PM
No results
Show more

2026 releases

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.

Back to top