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.
| Development | Decision | Implementation | Completed/Closed |
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Dec 18-19 Board of Governors meeting
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Dec 19, 2024 Board of Governors approval
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Completed |
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https://stakeholdercenter.caiso.com/InitiativeDocuments/Final-2025-BudgetandGridManagementChargeRatesBook.pdf
Final 2025 Budget and Grid Management Charge Rates Book 12/20/2024
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Web meeting |
https://youtu.be/IildcQh5Sew
Video - Budget and Grid Management Charge Process 2025 - Nov 05, 2024 11/08/2024
Presentation - 2025 Budget and Grid Management Charge Process - Nov 05, 2024 10/31/2024
Budget and Grid Management Charge Process - Rates Draft Budget with Appendixes 11/01/2024
Comment Responses - 2025 Budget and Grid Management Charge Process Stakeholder Call - Nov 05, 2024 11/20/2024
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View comments |
Web meeting |
https://youtu.be/lrfCsCM1WZk
Video - Budget and Grid Management Charge Process 2025 - Aug 06, 2024 08/09/2024
Presentation - 2025 Budget and Grid Management Charge Process - Aug 06, 2024 08/06/2024
Project Release Plans https://www.caiso.com/systems-applications/release-planning
Release Planning 07/30/2024
Release Schedule 07/30/2024
Stakeholder Initiative Milestones 07/30/2024
Market Performance and Planning Forum 07/30/2024
Project Summaries https://stakeholdercenter.caiso.com/InitiativeDocuments/PreliminaryProjectsListingfor2024-2025.pdf
Preliminary Projects Listing for 2024 - 2025 07/30/2024
Active Projects Report as of Jun 2024 07/30/2024
Completed Projects Report Jul 2023 though Jun 2024 07/30/2024
Financial Summaries https://www.caiso.com/documents/caiso2023auditedfs.pdf
2023 Audited Financial Statements 07/30/2024
Quarterly Financial Report - Q1 2024 07/30/2024
Quarterly Financial Report - Q2 2024 08/06/2024
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