Stakeholder center

Budget and Grid Management Charge - 2026

Board
Started: May 21, 2025

Leads
April Gordon

This process results in the annual ISO revenue requirement – also known as a budget – and grid management charges. Each year, we kick off this process by scheduling a mid-year stakeholder meeting to review the ISO’s current financial condition and gather stakeholder input for the following year’s revenue requirement. A subsequent stakeholder meeting is conducted in the fourth quarter to review and discuss our draft revenue requirement and resulting charges. The draft is then finalized and presented to the Board of Governors for approval in December of each year.

Relevant notices Contact us

Status

Development Decision Implementation Completed/Closed
Dec 18, 2025 Final revenue requirement and rates posted
Dec 18, 2025 Board of Governors approval

Activities


 https://stakeholdercenter.caiso.com/InitiativeDocuments/2026-Final-Grid-Management-charge-revenue-requirement-project-budget-and-rates-dec-18-2025.pdf

2026 Final Grid Management Charge Revenue Requirement Project Budget and Rates - Dec 18, 2025 12/18/2025

Web meeting


 https://youtu.be/CEXOKFlk4Gc

Video - Budget and Grid Management Charge - 2026 - Nov 05, 2025 11/11/2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/2026-Draft-Revenue-Requirement-Project-Budget-and-GMC-Rates-Oct-30-2025.pdf

2026 Draft Revenue Requirement - Project Budget and Grid Management Charge Rates - Oct 30, 2025 10/30/2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Briefing-on-2026-Draft-Revenue-Requirement-Project-Budget-and-Grid-Management-Charge-Rates.pdf

Presentation - Briefing on 2026 Draft Revenue Requirement Project, Budget and Grid Management Charge Rates - Nov 05, 2025 10/31/2025

Web meeting


 https://youtu.be/4qI90gkPp6k

Video - Budget and Grid Management Charge - 2026 - Jul 21, 2025 07/24/2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-2026BudgetandGridManagementChargeProcess-Jul21-2025.pdf

Presentation - 2026 Budget and Grid Management Charge Process - Jul 21, 2025 07/16/2025

Project summaries

https://stakeholdercenter.caiso.com/InitiativeDocuments/ISO-Completed-Projects-through-June-2025.pdf

ISO Completed Projects through June 2025 07/16/2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/ISO-Active-Projects-through-June-2025.pdf

ISO Active Projects through June 2025 07/16/2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/ISO-2025-26-Preliminary-Projects-as-of-June-2025.pdf

ISO 2025-2026 Preliminary Projects as of June 2025 07/16/2025

Project Release Plans

https://www.caiso.com/systems-applications/release-planning

Release Planning 07/16/2025

https://view.officeapps.live.com/op/view.aspx?src=https%3A%2F%2Fwww.caiso.com%2FDocuments%2FImplementationMilestones.xlsx&wdOrigin=BROWSELINK

Stakeholder Initiative Milestones 07/16/2025

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

Market Performance and Planning Forum 07/16/2025

Financial summaries

https://www.caiso.com/documents/2024-audited-financial-statements.pdf

2024 Audited Financial Statements 07/16/2025

https://www.caiso.com/documents/quarterly-financial-report-q1-2025.pdf

Financial Report Q1-2025 07/16/2025

https://www.caiso.com/documents/quarterly-financial-report-q2-2025.pdf

Quarterly Financial Report - Jun 30, 2025 07/21/2025

https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISO-Response-tocomments-2026-budgetandgridmanagement-chargeprocess-Call-July-21-2025.pdf

CAISO Response to Comments - 2026 Budget and Grid Management Charge Process Call - Jul 21, 2025 08/13/2025

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