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

Outcome Statement: On May 1, 2026, the EDAM CAISO BAA Participation Rules project successfully implemented the operational business processes, supporting reports, and settlement calculation logic to meet both the CASIO EDAM BAA Participation Rules and Day-Ahead Sufficiency policy objectives. ISO Market Operators and CAISO BAA Operators are now equipped with the processes needed to evaluate and set Reliability Margins for net EDAM export transfer constraints, and to ensure CAISO meets its day-ahead RSE obligations prior to participating in inter-BAA transfers. Supporting settlement logic and configurations have been delivered through BPMs, supplemental artifacts, and deployed system changes, enabling full operational readiness for CAISO’s participation in EDAM

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

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.

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).

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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