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Extended day-ahead market ISO balancing authority area participation rules

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

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.

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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

BRS Review - Comments Due	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).	View comments Comments
BRS Review - Comments Due	Business Requirements Specifications v1.3 - EDAM ISO Balancing Authority Area Participation Rules Track A 12/23/2024 Comments requested by January 24, 2025.	Comments
	Tariff Revisions - ISO Extended Day Ahead Access Charge - Nov 07, 2024 11/07/2024	Comments
Web meeting	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	View comments Comments
BRS review - comments due	Business Requirements Specifications v1.2 - EDAM ISO Balancing Authority Area Participation Rules Track A 09/17/2024 Comments requested by October 9, 2024.	Comments
BRS Review	Business Requirements Specification v1.1 - EDAM ISO Balancing Authority Area Participation Rules Track A 07/18/2024 Comments requested by 8/2/2024	View comments Comments
Filing	Nov 13, 2023 Tariff Amendment - CAISO Balancing Authority Participation in the Extended Day-Ahead Market (ER24-379) 11/14/2023	Comments
Revised draft tariff language	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	Comments
	Notice of Decisional Classification - Extended Day-Ahead Market ISO BAA Participation Rules 09/08/2023	Comments
Web meeting	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	View comments Comments
Web meeting	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	View comments Comments
Web meeting	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	View comments Comments
Hybrid meeting	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	View comments Comments
Web meeting	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	View comments Comments