Stakeholder center

INITIATIVE:
Extended day-ahead market ISO balancing authority area participation rules

Board
Started: Mar 20, 2023

Leads
Hilary Staver

Through this initiative, the ISO will address ISO Balancing Authority Area (BAA)-specific elements required for Extended Day-Ahead Market (EDAM) participation, including how to allocate ISO BAA EDAM resource sufficiency evaluation (RSE) failure surcharges and revenues, and options for curing ISO BAA EDAM advisory RSE shortfalls.

Relevant notices Contact us

Status

Proposal Development Decision Implementation Completed/Closed
Oct 11, 2023 Revised draft tariff language posted
Aug 15, 2023 Track A1 final proposal posted
Track A1
Nov 13, 2023 Tariff amendment (ER24-379)
Sep 21, 2023 ISO Board of Governors approval
Jan 29, 2025 - Mar 07, 2025 BRS review
Nov 07, 2024 Tariff language
May 01, 2026 Activation
Implementation milestones

Activities

Tosh Test

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BRS Review - Comments Due


 https://www.caiso.com/documents/business-requirements-specification-redline-edam-iso-balancing-authority-area-participation-rules-track-a.pdf

Business Requirements Specifications v1.4 - EDAM ISO Balancing Authority Area Participation Rules Track A 01/28/2025
Comments requested by February 21, 2025.

https://www.caiso.com/documents/business-requirements-specification-v1-4-appendix-a-supplement-prep-calcs-for-ciso-baa-edam-access-charge.xlsx

Business Requirements Specification v1.4 Appendix A Supplement - Prep Calcs for CISO BAA EDAM Access Charges 02/24/2025
Supplemental aide to review PTO calculations for EDAM Recoverable Revenue Requirements, as defined in version 1.4 of the EDAM ISO BAA Participation Rules Track A Business Requirements Specification. Comments requested by March 7, 2025.

https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOCommentsResponse_BusinessRequirementsSpecification-EDAM ISO BAA Participation Rules Track A v1.4.pdf

EDAM ISO BAA Participation Rules Track A BRS Comments - 1.4 03/14/2025
This document provides participants with responses from the California ISO to those comments/questions submitted for EDAM ISO BAA Participation Rules Track A for comments period closing on 3/7/2025 (v1.4).

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BRS Review - Comments Due


 https://www.caiso.com/documents/business-requirements-specification-redline-edam-iso-balancing-authority-area-participation-rules-track-a.pdf

Business Requirements Specifications v1.3 - EDAM ISO Balancing Authority Area Participation Rules Track A 12/23/2024
Comments requested by January 24, 2025.


https://stakeholdercenter.caiso.com/InitiativeDocuments/Tariff-Revisions-ISO-Extended-Day-Ahead-Access-Charge-Nov-07-2024.pdf

Tariff Revisions - ISO Extended Day Ahead Access Charge - Nov 07, 2024 11/07/2024

Web meeting


 https://youtu.be/3scRcCLKf8I

Video - Extended Day-Ahead Market Access Charge Application for CAISO BAA - Oct 07, 2024 10/10/2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EDAM-Access-Charge-in-ISO-BAA-Oct-07-2024.pdf

Presentation - EDAM Access Charge in ISO BAA - Oct 07, 2024 09/30/2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguageEDAMAccessChargeinISOBAA.pdf

Revised Draft Tariff Language - EDAM Access Charge in ISO BAA - Section 26 and 33.26 - Transmission Rates and Charges 09/30/2024

https://stakeholdercenter.caiso.com/InitiativeDocuments/PostStakeholderCall-DraftTariffLanguage–EDAMAccessChargeinCAISOBAA-Oct10,2024.docx

Post Stakeholder Call - Draft Tariff Language EDAM Access Charge in CAISO BAA - Oct 10, 2024.docx 10/10/2024

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BRS review - comments due


 https://www.caiso.com/documents/business-requirements-specification-redline-edam-iso-balancing-authority-area-participation-rules-track-a.pdf

Business Requirements Specifications v1.2 - EDAM ISO Balancing Authority Area Participation Rules Track A 09/17/2024
Comments requested by October 9, 2024.

BRS Review


 https://www.caiso.com/documents/business-requirements-specification-edam-iso-balancing-authority-area-participation-rules-track-a.pdf

Business Requirements Specification v1.1 - EDAM ISO Balancing Authority Area Participation Rules Track A 07/18/2024
Comments requested by 8/2/2024

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Filing


 https://www.caiso.com/Documents/Nov13-2023-TariffAmendment-CAISO-Balancing-Authority-Participation-ExtendedDayAheadMarket-ER24-379.pdf

Nov 13, 2023 Tariff Amendment - CAISO Balancing Authority Participation in the Extended Day-Ahead Market (ER24-379) 11/14/2023

Revised draft tariff language


 https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-EDAMISOBAAParticipationRules-Section27-CAISOMarkets-Processes.pdf

Revised Draft Tariff Language - Extended Day-Ahead Market ISO BAA Participation Rules - Section 27 - CAISO Markets and Processes 10/11/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-EDAMISOBAAParticipationRules-Section26-TransmissionRates-Charges.pdf

Revised Draft Tariff Language - Extended Day-Ahead Market ISO BAA Participation Rules - Section 26 - Transmission Rates and Charges 10/11/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-EDAMISOBAAParticipationRules-Section11-CAISOSettlements-Billing.pdf

Revised Draft Tariff Language - Extended Day-Ahead Market ISO BAA Participation Rules - Section 11 - CAISO Settlements and Billing 10/11/2023


https://stakeholdercenter.caiso.com/InitiativeDocuments/NoticeofDecisionalClassification-EDAM-ISOBAAParticipationRules-Sept2023.pdf

Notice of Decisional Classification - Extended Day-Ahead Market ISO BAA Participation Rules 09/08/2023

Web meeting


 https://youtu.be/kUXFyvgFPQo

Video - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Aug 31, 2023 09/06/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/TrackA1FinalProposal-EDAMISOBAAParticipationRules-Redline.pdf

Track A1 Final Proposal - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Redline 08/25/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/TrackA1FinalProposal-EDAMISOBAAParticipationRules.pdf

Track A1 Final Proposal - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules 08/25/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-EDAMISOBAAParticipationRules-Section11-CAISOSettlements-Billing.docx

Draft Tariff Language - Extended Day-Ahead Market ISO BAA Participation Rules - Section 11 - CAISO Settlements and Billing 08/25/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-EDAMISOBAAParticipationRules-Section26-TransmissionRates-Charges.docx

Draft Tariff Language - Extended Day-Ahead Market ISO BAA Participation Rules - Section 26 - Transmission Rates and Charges 08/25/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-EDAMISOBAAParticipationRules-Section27-CAISOMarkets-Processes.docx

Draft Tariff Language - Extended Day-Ahead Market ISO BAA Participation Rules - Section 27 - CAISO Markets and Processes 08/25/2023

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Web meeting


 https://youtu.be/p2lCnG5o2oI

Video - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Aug 2, 2023 08/07/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ExtendedDay-AheadMarketISOBAAParticipationRules-Aug2-2023.pdf

Presentation - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Aug 2, 2023 08/01/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/TrackA1DraftFinalProposal-EDAMISOBAAParticipationRules.pdf

Track A1 Draft Final Proposal - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules 07/25/2023

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Web meeting


https://youtu.be/UoNVNWufp_8

Video - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Jun 14, 2023 06/20/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ExtendedDay-AheadMarketISOBAAParticipationRules-Jun14-2023.pdf

Presentation - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Jun 14, 2023 06/13/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/CPUC-PAOPresentation-NetEDAMExportTransferConstraint-EDAMISOBAAParticipationRules-Jun14-2023.pdf.pdf

CPUC PAO Presentation - Net EDAM Export Transfer Constraint - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Jun 14, 2023 06/13/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/SDGEPresentation-NetEDAMExportTransferConstraint-EDAMISOBAAParticipationRules-Jun14-2023.pdf

SDGE Presentation - Net EDAM Export Transfer Constraint - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Jun 14, 2023 06/13/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/SCEPresentation-NetEDAMExportTransferConstraint-EDAMISOBAAParticipationRules-Jun14-2023.pdf

SCE Presentation - Net EDAM Export Transfer Constraint - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Jun 14, 2023 06/13/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/SDGEPresentation-AllocatingRSEFailureSurcharges-Revenues-EDAMISOBAAParticipationRules-Jun14-2023.pdf

SDGE Presentation - Allocating RSE Failure Surcharges and Revenues - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Jun 14, 2023 06/13/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/SCEPresentation-AllocatingRSEFailureSurcharges-Revenues-EDAMISOBAAParticipationRules-Jun14-2023.pdf

SCE Presentation - Allocating RSE Failure Surcharges and Revenues - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Jun 14, 2023 06/13/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/SixCitiesPresentation-AllocatingRSEFailureSurcharges-Revenues-EDAMISOBAAParticipationRules-Jun14-2023.pdf

Six Cities Presentation - Allocating RSE Failure Surcharges and Revenues - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Jun 14, 2023 06/13/2023

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Hybrid meeting


 https://youtu.be/PHt3VzQ4Qqs

Video - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - May 10, 2023 05/12/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-EDAM-ISO-BAA-Participation-Rules-May10-2023.pdf

Presentation - Extended Day-Ahead Market ISO Balancing Area Authority Participation Rules - May 10, 2023 05/09/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/IssuePaper-TrackA1StrawProposal-EDAMISOBAAParticipationRules.pdf

Issue Paper and Track A1 Straw Proposal - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules 05/05/2023

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Web meeting


 https://youtu.be/BVjyGEPp588

Video - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Apr 5, 2023 04/10/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ExtendedDay-AheadMarketISOBAAParticipationRules-Apr5-2023.pdf

Presentation - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Apr 5, 2023 04/04/2023

https://stakeholdercenter.caiso.com/InitiativeDocuments/PG_EPresentation-ExtendedDay-AheadMarketISOBAAParticipationRules-Apr5-2023.pdf

PG&E Presentation - Extended Day-Ahead Market ISO Balancing Authority Area Participation Rules - Apr 5, 2023 04/05/2023

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