INITIATIVE:
Transmission service and market scheduling priorities

Started: May 20, 2021

Leads
Milos Bosanac

This initiative will evaluate the development of this holistic, long-term, framework while also evaluating near-term enhancements to the current scheduling priority framework that can be implemented by next summer.

(formerly External load forward scheduling rights process)

Status

Proposal Development Decision Implementation Completed/Closed
Phase 2
Track 1
Oct 30, 2023 FERC approval (ER23-2510)
Jul 28, 2023 Tariff amendment (ER23-2510)
Feb 01, 2023 Board of Governors approval - phase 2
Monthly: Apr 17, 2024 Activation
Daily: Jun 01, 2024 Activation
Transmission service and market scheduling priorities BRS review
Implementation milestones
Completed
Phase 1
Jan 11, 2022 Revised draft tariff language posted
Dec 10, 2021 Draft final proposal posted
Mar 15, 2022 FERC approval (ER22-906)
Jan 27, 2022 Tariff amendment (ER22-906)
Jan 20, 2022 Board of Governors approval - phase 1

Spring 2022
Implementation milestones
Completed

Phase 2

Completed

BRS review - comments due


https://www.caiso.com/documents/businessrequirementsspecification-transmissionserviceandmarketschedulingprioritiesphase2.pdf

Web meeting


Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/External_TSMSP2 Track 2 Daily Process.pdf

Presentation - Transmission Service and Market Scheduling Priorities Phase 2 Training (Daily Process) - April 4, 2024

Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/External Training_TSMSP 2_Month Process.pdf

Presentation - Transmission Service and Market Scheduling Priorities Phase 2 Training - Feb 27, 2024

https://www.youtube.com/watch?v=fajKn_RBRUI&feature=youtu.be


https://www.westerneim.com/Documents/Approved-DecisiononTransmissionService-MarketSchedulingPrioritiesPhase2-Board-Motion-Feb2023.pdf https://www.westerneim.com/Documents/DecisiononTransmissionService-MarketSchedulingPrioritiesPhase2-WEIMGoverningBodyProposedAdvisoryGuidance-Feb2023.pdf

Web meeting


https://youtu.be/ro4yhB0Ta20 https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-Transmission-service-and-market-scheduling-priorities-Jan17-2024.pdf

Presentation - Transmission Service and Market Scheduling Priorities - Jan 17, 2024

Web meeting


https://youtu.be/zzpK7UmzMkg https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-TransmissionService-MarketSchedulingPrioritiesPhase2-Jan09-2024.pdf

Presentation - Transmission Service Market Scheduling Priorities Phase 2 - Jan 09, 2024

Filing


https://www.caiso.com/Documents/Oct30-2023-OrderAcceptingSubjecttoComplianceFiling-WheelingThroughTariffAmendment-ER23-2510.pdf https://www.caiso.com/Documents/Oct2-2023-Motion-to-Answer-and-Answer-Wheeling-Through-ER23-2510.pdf https://www.caiso.com/Documents/Sep5-2023-Answer-to-Comments-Protests-WheelingThroughTariffAmendment-ER23-2510.pdf https://www.caiso.com/Documents/Jul28-2023-TariffAmendment-WheelingThrough-ER23-2510.PDF


https://stakeholdercenter.caiso.com/InitiativeDocuments/FinalDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-Sec23-Sec36-AppA.docx

Final Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Section 23, Section 36, Appendix A

https://stakeholdercenter.caiso.com/InitiativeDocuments/FinalDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixGG.docx

Final Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix GG

https://stakeholdercenter.caiso.com/InitiativeDocuments/FinalDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixGGAppendices.docx

Final Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix GG Appendices

https://stakeholdercenter.caiso.com/InitiativeDocuments/FinalDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixHH.docx

Final Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix HH

https://stakeholdercenter.caiso.com/InitiativeDocuments/FinalDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixKK.docx

Final Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix KK

Web meeting


https://youtu.be/hTT--qy7s6E https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-Sec23-Sec36-AppA.docx

Revised Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Section 23, Section 36, Appendix A

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixKK.docx

Revised Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix KK

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixHH.docx

Revised Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix HH

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixGGAppendices.docx

Revised Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix GG Appendices

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixGG.docx

Revised Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix GG

View comments

Web meeting


https://youtu.be/WUoqFlhRGLw https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-Sec23-Sec36-AppA.docx

Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Section 23, Section 36, Appendix A

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixGG.docx

Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix GG

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixGGAppendices.docx

Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix GG Appendices

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixHH.docx

Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix HH

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-Track 2-TransmissionService-MarketSchedulingPrioritiesPhase2-AppendixKK.docx

Draft Tariff Language - Track 2 - Transmission Service and Market Scheduling Priorities Phase 2 - Appendix KK

View comments

Web meeting


https://youtu.be/CS8TXDNbnOc https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-TransmissionService-MarketSchedulingPrioritiesPhase2.docx

Revised Draft Tariff Language - Track 1 - Transmission Service and Market Scheduling Priorities Phase 2

View comments

Web meeting


https://youtu.be/NEBFiAR9c7A https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-TransmissionService-MarketSchedulingPrioritiesPhase2.docx

Draft Tariff Language - Transmission Service and Market Scheduling Priorities Phase 2

View comments


https://www.westerneim.com/Documents/WEIMGoverningBodyMarketExpert-TransmissionService-MarketSchedulingPrioritiesPhase2-Opinion-Jan2023.pdf


https://stakeholdercenter.caiso.com/InitiativeDocuments/ApprovedNoticeofDecisionalClassificationTransmissionService-MarketSchedulingPrioritiesPhase2-January2023.pdf

Notice of Decisional Classification - Transmission Service and Market Scheduling Priorities Phase 2 - Jan 2023


https://stakeholdercenter.caiso.com/InitiativeDocuments/FinalProposal-TransmissionService-MarketSchedulingPrioritiesPhase2.pdf

Final Proposal - Transmission Service and Market Scheduling Priorities Phase 2

https://stakeholdercenter.caiso.com/InitiativeDocuments/OATIOpinion-TransmissionService-MarketSchedulingPrioritiesPhase2FinalProposal.pdf

OATI Opinion - Transmission Service and Market Scheduling Priorities Phase 2 Final Proposal

Web meeting


Market Surveillance Committee meeting

http://www.caiso.com/Documents/TransmissionServices-Presentation-Dec12_2022.pdf

Web meeting


https://youtu.be/YqCI9a7EdBA https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-TransmissionService-MarketSchedulingPrioritiesPhase2-Dec16-2022.pdf

Presentation - Transmission Service and Market Scheduling Priorities Phase 2 - Dec 16, 2022
Reposted to clarify that the item will be presented to ISO Board of Governors in February 2023 for decision and the WEIM Governing Body in an advisory role.

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftFinalProposal-TransmissionService-MarketSchedulingPrioritiesPhase2.pdf

Draft Final Proposal - Transmission Service and Market Scheduling Priorities Phase 2
Reposted to remove reference on page 7 inadvertently referring to prepayment of transmission, consistent with rest of proposal.

View comments

Web meeting


https://youtu.be/iUEhFFjdKZQ https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-TransmissionService-MarketSchedulingPrioritiesPhase2-Aug11-2022.pdf

Presentation - Transmission Service and Market Scheduling Priorities Phase 2 - Aug 11, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/StrawProposal-TransmissionService-MarketSchedulingPrioritiesPhase2.pdf

Straw Proposal - Transmission Service and Market Scheduling Priorities Phase 2

https://stakeholdercenter.caiso.com/InitiativeDocuments/Approach1Data-TransmissionService-MarketSchedulingPrioritiesPhase2-Aug24-2022.xlsx

Approach 1 Data - Transmission Service and Market Scheduling Priorities Phase 2 - Aug 24, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/Approach2Data-TransmissionService-MarketSchedulingPrioritiesPhase2-Aug24-2022.xlsx

Approach 2 Data - Transmission Service and Market Scheduling Priorities Phase 2 - Aug 24, 2022

View comments

Web meeting


https://youtu.be/-XNey1LzAjM https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup-Feb14-2022.pdf

CAISO Presentation - Transmission Service and Market Scheduling Priorities Working Group - Feb 14, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/Vistra-PowerexPresentation-TransmissionServicesandMarketPrioritiesLong-TermFramework-Feb14-2022.pdf

Vistra and Powerex Presentation - Transmission Services and Market Priorities Long-Term Framework - Feb 14, 2022

Web meeting


https://youtu.be/SlysZndJjv0 https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup2-3-Feb4-2022.pdf

CAISO Presentation - Transmission Service and Market Scheduling Priorities - Working Groups 2 and 3 - Feb 4, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/SRPPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup2-3-Feb4-2022.pdf

SRP Presentation - Transmission Service and Market Scheduling Priorities - Working Groups 2 and 3 - Feb 4, 2022

Web meeting


https://youtu.be/bbXr3-BNStk https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup2-3-Jan31-2022.pdf

CAISO Presentation - Transmission Service and Market Scheduling Priorities - Working Groups 2 and 3 - Jan 31, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/IPCPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup2-Jan31-2022.pdf

IPC Presentation - Transmission Service - Market Scheduling Priorities - Working Group 2 - Jan 31, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/IPCPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup3-Jan31-2022.pdf

IPC Presentation - Transmission Service - Market Scheduling Priorities - Working Group 3 - Jan 31, 2022

Web meeting


https://youtu.be/em1JfOOFonI https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup2-3-Jan14-2022 (002).pdf

CAISO Presentation - Transmission Service and Market Scheduling Priorities Working Groups 2 and 3 - Jan 14, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/BPAPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup2-Jan14-2022.pdf

BPA Presentation - Transmission Service and Market Scheduling Priorities Working Group 2 - Jan 14, 2022

https://stakeholdercenter.caiso.com/InitiativeDocuments/BPAPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup3-Jan14-2022.pdf

BPA Presentation - Transmission Service and Market Scheduling Priorities Working Group 3 - Jan 14, 2022

Web meeting


https://youtu.be/uC4UK6L3BT8 https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup1-Dec10-2021.pdf

CAISO Presentation - Transmission Service and Market Scheduling Priorities - Working Group 1 - Dec 10, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/JointCALSEsPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup1-Dec10-2021.pdf

Joint CA LSEs Presentation - Transmission Service and Market Scheduling Priorities - Working Group 1 - Dec 10, 2021

Web meeting


https://youtu.be/ZYeSXf6xjNA https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup1-Nov30-2021.pdf

CAISO Presentation - Transmission Service and Market Scheduling Priorities - Working Group 1 - Nov 30, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/BPAPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup1-Nov15-2021.pdf

BPA Presentation - Transmission Service and Market Scheduling Priorities - Working Group 1 - Nov 30, 2021

Web meeting


https://youtu.be/EXNoLlFq-xg https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup1-Nov19-2021.pdf

CAISO Presentation - Transmission Service and Market Scheduling Priorities - Working Group 1 - Nov 19, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/SRPPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup1-Nov19-2021.pdf

SRP Presentation - Transmission Service and Market Scheduling Priorities - Working Group 1 - Nov 19, 2021

Web meeting


https://youtu.be/2B2WYDEY0ec https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup1-Nov15-2021.pdf

CAISO Presentation - Transmission Service and Market Scheduling Priorities - Working Group 1 - Nov 15, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/IPCPresentation-TransmissionService-MarketSchedulingPriorities-WorkingGroup1-Nov15-2021.pdf

IPC Presentation - Transmission Service and Market Scheduling Priorities - Working Group 1 - Nov 15, 2021

Web meeting


https://youtu.be/ZR4arYHSp7s https://stakeholdercenter.caiso.com/InitiativeDocuments/CAISOPresentation-ExternalLoadForwardSchedulingRightsProcess-WorkingGroup1-Nov10-2021.pdf

CAISO Presentation - External Load Forward Scheduling Rights Process - Working Group 1 - Nov 10, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/VistraPresentation-ExternalLoadForwardSchedulingRightsProcess-WorkingGroup1-Nov10-2021.pdf

Vistra Presentation - External Load Forward Scheduling Rights Process - Working Group 1 - Nov 10, 2021

Phase 1

Completed

OUTCOME: The California ISO implemented transmission service and market scheduling priorities phase 1 (TSMSP1) on June 1, 2022. The TSMSP1 implementation benefits market participants by extending the current, interim wheeling through scheduling priorities framework valid to May 1, 2024, by providing additional visibility of the non-RA capacity for supporting resources (including applicable notifications), by providing clarifications regarding high priority exports (PT exports) from Variable Energy Resources (VER), by publishing additional relevant and requested data and information, and by consolidating of terms applicable to exports and wheels.

Training


https://www.caiso.com/Documents/Presentation-Transmission-Service-Market-Scheduling-Priorities-Phase1-Training.pdf https://youtu.be/a0qahRoeDJQ


https://stakeholdercenter.caiso.com/InitiativeDocuments/Notice-Decisional-Classification-Transmission-Service-Market-Scheduling-Priorities.pdf

Notice of Decisional Classification - Transmission Service and Market Scheduling Priorities

Filing


https://www.caiso.com/Documents/Mar15-2022-OrderAcceptingExtension-Loads-Exports-Wheeling-ER22-906.pdf https://www.caiso.com/Documents/Feb25-2022-MotiontoLeaveAnswerandAnswer-WheelingThroughExtension-ER22-906.pdf https://www.caiso.com/Documents/Jan27-2022-TariffAmendment-TransmissionSerervice-and-MarketScheduling-WheelingThrough-ER22-906.pdf

Web meeting


https://youtu.be/v8Y6LIdRmIY https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-TransmissionService-MarketSchedulingPriorities-EffectiveJun1-2024.docx

Revised Draft Tariff Language - Transmission Service and Market Scheduling Priorities - Phase 1 (Effective Jun 1, 2024)

https://stakeholdercenter.caiso.com/InitiativeDocuments/RevisedDraftTariffLanguage-TransmissionService-MarketSchedulingPriorities-EffectiveJun1-2022-May1-2024.docx

Revised Draft Tariff Language - Transmission Service and Market Scheduling Priorities - Phase 1 (Effective Jun 1, 2022 through May 1, 2024)

Web meeting


https://stakeholdercenter.caiso.com/InitiativeDocuments/ISOResponses-StakeholderComments–TransmissionService-MarketSchedulingPrioritiesPhase1-DraftFinalProposal.pdf

ISO Responses to Stakeholder Comments – Transmission Service and Market Scheduling Priorities Phase 1 - Draft Final Proposal

https://youtu.be/ztb20qCuhn0 https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-TransmissionService-MarketSchedulingPriorities-Dec20-2021.pdf

Presentation - Transmission Service and Market Scheduling Priorities - Dec 20, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-TransmissionService-MarketSchedulingPriorities-EffectiveJun1-2022.docx

Draft Tariff Language - Transmission Service and Market Scheduling Priorities - Phase 1 (Effective Jun 1, 2022)

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftTariffLanguage-TransmissionService-MarketSchedulingPriorities-EffectiveJun1-2024.docx

Draft Tariff Language - Transmission Service and Market Scheduling Priorities - Phase 1 (Effective Jun 1, 2024)

https://stakeholdercenter.caiso.com/InitiativeDocuments/DraftFinalProposal-TransmissionService-MarketSchedulingPriorities.pdf

Draft Final Proposal - Transmission Service and Market Scheduling Priorities - Phase 1

View comments

Web meeting


https://youtu.be/iRrgX58PRS8 https://stakeholdercenter.caiso.com/InitiativeDocuments/Presentation-ExternalLoadForwardSchedulingRightsProcess-Sep9-2021.pdf

Presentation - External Load Forward Scheduling Rights Process - Sep 9, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/IssuePaper-ExternalLoadForwardSchedulingRightsProcess.pdf

Issue Paper - External Load Forward Scheduling Rights Process

View comments

Web meeting


https://youtu.be/oM7WExJNOMM https://stakeholdercenter.caiso.com/InitiativeDocuments/ISOPresentation-ExternalLoadForwardSchedulingRightsProcessWorkshop-Jul13-2021.pdf

ISO Presentation - External Load Forward Scheduling Rights Process Workshop - Jul 13, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/SRP-APS-TEPPresentation-ExternalLoadForwardSchedulingRightsProcessWorkshop-Jul13-2021.pdf

SRP, APS, and TEP Presentation - External Load Forward Scheduling Rights Process Workshop - Jul 13, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/PowerexPresentation-ExternalLoadForwardSchedulingRightsProcessWorkshop-Jul13-2021.pdf

Powerex Presentation - External Load Forward Scheduling Rights Process Workshop - Jul 13, 2021

https://stakeholdercenter.caiso.com/InitiativeDocuments/JointLSEPresentation-ExternalLoadForwardSchedulingRightsProcessWorkshop-Jul13-2021.pdf

Joint LSE Presentation - External Load Forward Scheduling Rights Process Workshop - Jul 13, 2021
CalCCA, PG&E, SCE, SDG&E and Six Cities

https://stakeholdercenter.caiso.com/InitiativeDocuments/BANCPresentation-ExternalLoadForwardSchedulingRightsProcessWorkshop-Jul13-2021.pdf

BANC Presentation - External Load Forward Scheduling Rights Process Workshop - Jul 13, 2021

View comments