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 drafts are then finalized and presented to the Board of Governors for approval in December of each year.
| Development | Decision | Implementation | Completed/Closed |
|---|---|---|---|
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Dec 14, 2023 Final 2024 budget and grid management charge rates book posted
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Dec 21, 2023 FERC approval (ER23-2974)
Dec 14, 2023 Board of Governors approval Sep 29, 2023 Tariff amendment (ER23-2974) |
Completed |
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https://stakeholdercenter.caiso.com/InitiativeDocuments/Final2024BudgetandGridManagementChargeRatesBook.pdf
Final 2024 Budget and Grid Management Charge Rates Book 12/14/2023
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Web meeting |
https://youtu.be/NS_FttnWjjY
Video - 2024 Budget and Grid Management Charge Process - Oct. 31, 2023 11/03/2023
Presentation - 2024 Budget and Grid Management Charge Process - Oct 31, 2023 10/27/2023
Draft 2024 Budget and Grid Management Charge Rates 10/25/2023
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Web meeting |
https://youtu.be/KocWmdCq4SM
Video - 2024 Budget and Grid Management Charge Process - Aug 8, 2023 08/17/2023
Presentation - 2024 Budget and Grid Management Charge Process - Aug 8, 2023 08/03/2023
Active Projects Report as of Jun 2023 08/02/2023
Completed Projects Report Jul 2022 through Jun 2023 08/03/2023
Preliminary Project Listing for 2023 - 2024 08/02/2023
Release Schedule 08/03/2023
Implementation Milestones 2023 08/03/2023
2023 Market Planning and Performance Forum Calendar 08/03/2023
2022 Audited Financial Statements 08/03/2023
Quarterly Financial Report - Q1 2023 08/03/2023
Quarterly Financial Report - Q2 2023 08/03/2023
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