Stakeholder input is essential to ISO planning processes. Similar to policy development, the ISO is committed to providing ample opportunities for stakeholder input into these processes.
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*Date is tentative
| Title | Status | Development | Decision | Implementation |
|---|---|---|---|---|
| 2022-2023 Transmission planning process Jan 13, 2022 | Completed | Jun 30, 2023 Final study plan posted | May 18, 2023 Board of Governors approval - transmission plan | |
| 20-Year transmission outlook (2021-2022) May 14, 2021 | Completed | |||
| 20-Year transmission outlook (2023-2024) Aug 09, 2023 | Active | July 31, 2024 Final 20-year report posted | ||
| 2021-2022 Transmission planning process Feb 18, 2021 | Completed | Mar 31, 2021 Final study plan posted | Mar 17, 2022 ISO Board of Governors approval - transmission plan | |
| 2023-2024 Transmission planning process Jan 16, 2023 | Active |
Jun 03, 2024 Board approved transmission plan posted Jul 18, 2024 Board of Governors for transmission plan extension |
May 23, 2024 Board of Governors approval | |
| 2024 Independent release Jul 22, 2024 | Active |
FERC Order 2222 BRS review
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| 2024-2025 Transmission planning process Dec 28, 2023 | Active |
Oct 31, 2024 Final reliability study results posted Nov 11, 2024 Preliminary assessment of policy and economic studies posted Nov 27, 2024 Comments due Dec 09, 2024* Long-term LCR meeting Dec 23, 2024* Comments due Mar 31, 2025* Draft transmission plan posting Apr 15, 2025* Meeting May 2025* Board of Governors meeting May 30, 2025* Final board-approved transmission plan posting |
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| Annual policy initiatives roadmap process - 2021 Feb 28, 2020 | Completed | Jun 14, 2021 Final 2021 policy initiatives roadmap (updated) posted |
Jan 20, 2021 EIM Governing Body briefing Dec 17, 2020 Board of Governors briefing |
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| Annual policy initiatives roadmap process - 2022 May 11, 2021 | Completed |
Mar 16, 2022 Final 2022-2024 policy initiatives roadmap posted Dec 17, 2021 Revised draft 2022 policy initiatives catalog posted |
Feb 09, 2022 Board of Governors and WEIM Governing Body briefing |
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| Annual policy initiatives roadmap process - 2023 Jun 30, 2022 | Completed | Mar 29, 2023 Final catalog and roadmap posted | May 17, 2023 Briefing to Board of Governors and WEIM Governing Body | |
| Annual policy initiatives roadmap process - 2024 Oct 31, 2023 | Active | Nov 13, 2024 Draft policy roadmap posted | ||
| Annual policy initiatives roadmap process - 2025 Oct 10, 2024 | Active | |||
| Budget and grid management charge process - 2022 Jul 12, 2021 | Completed | Dec 20, 2021 Final 2022 Budget and Grid Management Charge Rates Book posted | Dec 15-16, 2021 Board of Governors approval | |
| Budget and grid management charge process - 2023 Jul 13, 2022 | Completed | Jan 05, 2023 Final 2022 budget and grid management charge rates book posted | Dec 14, 2022 Board of Governors approval | |
| Budget and grid management charge process - 2024 May 03, 2023 | Completed | Dec 14, 2023 Final 2024 budget and grid management charge rates book posted |
Dec 21, 2023 FERC approval (ER23-2974) Dec 14, 2023 Board of Governors approval Sep 29, 2023 Tariff amendment (ER23-2974) |
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| Budget and grid management charge process - 2025 Mar 08, 2024 | Active | Dec 18-19 Board of Governors meeting | ||
| Cost of service study - 2023 May 30, 2023 | Completed |
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Dec 21, 2023 FERC approval (ER23-2974) Sep 29, 2023 Tariff amendment (ER23-2974) Sep 20, 2023 Board of Governors approval |
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| Flexible capacity needs assessment - 2022 Dec 09, 2020 | Completed | Apr 14, 2021 - 2022 final flexible capacity needs assessment posted | ||
| Flexible capacity needs assessment - 2023 Dec 15, 2021 | Completed | May 17, 2022 Final assessment posted | ||
| Flexible capacity needs assessment - 2024 Dec 15, 2022 | Completed | May 17, 2023 Final assessment posted | ||
| Flexible capacity needs assessment - 2025 Dec 13, 2023 | Completed | May 13, 2024 Final assessment posted | ||
| Flexible capacity needs assessment - 2026 Nov 08, 2024 | Active | |||
| Local capacity requirements process - 2022 Oct 27, 2020 | Completed | Apr 30, 2021 Final 2022 and 2026 technical reports | ||
| Local capacity requirements process - 2023 Oct 19, 2021 | Completed | Apr 28, 2022 Final 2023 and 2027 technical reports posted | ||
| Local capacity requirements process - 2024 Oct 13, 2022 | Completed | May 01, 2023 Final 2024 and 2028 technical reports posted | ||
| Local capacity requirements process - 2025 Oct 10, 2023 | Completed |
Apr 04, 2024 Draft final report and technical reports posted May 01, 2024 Final report posted |
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| Local capacity requirements process - 2026 Oct 03, 2024 | Active |
Nov 28, 2024* ISO responses posting Jan 15, 2025* Base case posting Jan 29, 2025* Comments due on base cases Feb 24, 2025* Draft study completed Mar 06, 2025* Meeting Mar 20, 2025* Comments due Apr 01, 2025* Draft final report posting Apr 10, 2025* Meeting Apr 17, 2025* Comments due Apr 30, 2025* Final report posting |
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| Participating transmission owner per unit costs - 2021 Mar 26, 2021 | Completed | Apr 1, 2021 Final per unit cost guides posted | ||
| Participating transmission owner per unit costs - 2022 Feb 08, 2022 | Completed | Apr 01, 2022 Final per unit cost guides posted | ||
| Participating transmission owner per unit costs - 2023 Feb 13, 2023 | Completed |
Sep 18, 2023 Final cost guides posted |
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| Tariff clarifications filing - 2023 Jun 06, 2023 | Completed | Jul 14, 2023 Final tariff matrix posted |
Oct 24, 2023 FERC approval (ER23-2557) Aug 03, 2023 Tariff amendment filing (ER23-2557) |
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| Tariff clarifications filing process - 2024 Jun 05, 2024 | Active | July 2024 Final tariff language posted |