Interchange scheduling | California ISO

<!doctype html> <html lang="en"> <head> <meta charset="utf-8" /> <title> Interchange scheduling | California ISO</title> <meta name="description" content="Scheduling imports/exports across an intertie between two Balancing Authority Areas, whether it is a static or dynamic schedule transfer (pseudo tie or dynamic)."> <meta name="viewport" content="width=device-width, initial-scale=1" /> <meta http-equiv="X-UA-Compatible" content="IE=Edge" /> <meta name="twitter:widgets:autoload" content="off"> <link rel="icon" href="/favicon.ico"> <link rel="icon" href="/icon.svg" type="image/svg+xml"> <link rel="apple-touch-icon" href="/apple-touch-icon.png">  <meta property="og:image" content="https://www.caiso.com/theme/img/caiso-share.jpg"> <script type="module">!function(){const e=document.createElement("link").relList;if(!(e&&e.supports&&e.supports("modulepreload"))){for(const e of document.querySelectorAll('link[rel="modulepreload"]'))r(e);new MutationObserver((e=>{for(const o of 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Ancillary services (capacity tags) on the interties may also be scheduled using static interchange schedules (e-Tags); however, the use of static capacity tags is generally limited to ancillary services (AS) capacity in the form of contingency reserves, which are only converted to energy in the event of a contingency that requires the dispatch of AS energy to respond to a sink BAA contingency event.</p><h3>Mid-hour changes</h3><p>An exception to static hourly interchange schedules is a process for intra-hour schedule changes across balancing authorities. These are done on an exception basis. </p> </div> <div data-block-type="content" class="col-12"id=""> <h2 class="border-bottom"id="dynamic-transfers">Dynamic transfers</h2> <p>Dynamic transfers is a general term that applies to either dynamic schedules or pseudo-ties between two BAAs. Participants need to meet the minimum requirement set forth in the Dynamic Scheduling Protocol (DSP) in <a href="">Appendix M of the ISO tariff</a> for scheduling dynamic transfers of imports and exports in the California ISO BAA.</p> </div> <div><picture><source srcset="/content/images/pages/interchange-scheduling/dynamic-transfers-225px.png" media="(max-width: 550px)"><source srcset="/content/images/pages/interchange-scheduling/dynamic-transfers-550px.png" media="(max-width: 775px)"><img style="max-width:100%;" src="/content/images/pages/interchange-scheduling/dynamic-transfers-775px.png" alt="Dynamic transfers process"></picture></div><p> </p><p class="fst-italic"><small>*Once model database is released for production, this could decrease from 203 days to the implementation date; based on completed bucket items. </small></p><p> </p> <div data-block-type="content" class="col-12"id=""> <h3 class="">Dynamic schedule vs. pseudo-tie transfer</h3> <p>A dynamically scheduled resource remains under the control of the host balancing authority area (BAA) where the source of transfer is electrically located, and the host balancing authority includes the resource’s output in its balancing of supply and demand. A pseudo-tie effectively transfers the external generation resource into the ISO balancing authority area. In a pseudo-tie transfer, the energy source is accounted for in the ISO’s balance, and the ISO also performs other balancing area functions for the pseudo-tie resource. In essence, the pseudo-tie is modelled as an internal resource within the sink of the attaining BAA. <a href="https://caiso.my.site.com/custsvccomm/s/global-search/Dynamic%20transfer">For more assistance with dynamic transfers, please review the Help Center knowledge base.</a> </p><h3>Dynamic transfer requirements and process</h3><h4>Requirements</h4><ul><li><a href="/market-operations/scheduling-coordinator/become-a-scheduling-coordinator">Become a certified scheduling coordinator (SC) or retain the services of a certified SC to act on your behalf.</a></li><li><a href="/generation-transmission/generation/new-resource-implementation">Successfully complete the new resource implementation process prior to participating in the ISO market.</a></li><li><a href="/documents/dynamicorpseudo-tietransferschedulingpointsletter.docx">Use the Dynamic or Pseudo-Tie Transfer Scheduling Points Letter template when notifying the ISO of the start date of a new scheduling point for a pseudo tie or dynamic transfer resource.</a></li><li><a href="/generation-transmission/metering-telemetry">Participants must meet the metering and telemetry requirements to participate in the ISO market.</a> </li></ul><h4>Process</h4><ol><li><a href="/documents/dynamictransferpseudo-tieintroductorymeetingchecklist.docx">Review and complete the Dynamic Transfer Pseudo-Tie Introductory Meeting Checklist.</a> <ol><li>If you are a scheduling coordinator, submit the completed checklist and request a dynamic transfer meeting via a CIDI inquiry ticket.</li><li>If you are a generator owner, <a href="/about/contact">submit an inquiry on the Contact us page</a>, with your request to set up a dynamic transfer meeting. A customer experience representative will reach out to obtain your completed checklist. </li></ol></li><li>Upon receipt of the completed checklist, customer experience will schedule a meeting with the dynamic transfer team. </li><li>Fill out Pro forma agreements and information request sheets below once you have your coordination meeting</li></ol> </div> <div data-block-type="content" class="col-12"id=""> <h2 class=""id="pro-forma-agreements">Dynamic transfer pro forma agreements and information request sheets</h2> </div> <div class="col-6"id=""> <div data-block-type="card" class="card "> <div class="card-header"> <h4 class="card-title " >Dynamic schedules</h4> </div> <div class="card-body "> <div class="card-text"><ul><li><a href="">ISO Tariff, Appendix B.9 - Dynamic Scheduling Host Balancing Authority Operating Agreement</a></li><li><a href="/documents/dynamicschedulinghostbalancingauthorityoperatingagreementinformationrequestsheet.doc">Dynamic Scheduling Host Balancing Authority Operating Agreement Information Request Sheet</a><br /> </li></ul><p><strong>Or</strong></p><p>Dynamic Transfer Balancing Authority Operating Agreement (DTBAOA) – non-proforma agreement<br />Contact <a href="mailto:RegulatoryContracts@caiso.com">RegulatoryContracts@caiso.com</a> for negotiation process</p><ul><li><a href="">ISO Tariff, Appendix B.5 - Dynamic Scheduling Agreement for Scheduling Coordinators</a></li><li><a href="/documents/dynamicschedulingagreement_schedulingcoordinatorsinformationrequestsheet.doc">Dynamic Scheduling Agreement for Scheduling Coordinators Information Request Sheet</a></li></ul></div> <ul class="doc-list"> </ul> </div> </div> </div> <div class="col-6"id=""> <div data-block-type="card" class="card "> <div class="card-header"> <h4 class="card-title " >Pseudo-Ties</h4> </div> <div class="card-body "> <div class="card-text"><p>Dynamic Transfer Balancing Authority Operating Agreement (DTBAOA) – non-proforma agreement.<br><a href="mailto:RegulatoryContracts@caiso.com">Contact RegulatoryContracts@caiso.com for negotiation process</a></p><ul><li><a href="">ISO Tariff, Appendix B.16 - Pseudo-Tie Participating Generation Agreement</a></li><li><a href="">ISO Tariff, Appendix B.6 - Meter Service Agreement for California ISO Metered Entities</a></li><li><a href="/documents/pseudoparticipatinggeneratoragreementinformationrequestsheet.doc">Pseudo-Tie Participating Generator Agreement Information Request Sheet</a></li><li><a href="/documents/Pseudo-TieParticipatingGeneratorAgreement%E2%80%93Schedule1-Nov1-2011.xls">Pseudo-Tie Participating Generator Agreement Schedule 1</a></li><li><a href="/documents/appendixb7_meterserviceagreement_scs_asof_jun12_2013.pdf">Meter Service Agreement for Scheduling Coordinators (MSASC)</a></li><li><a href="/documents/meterserviceagreement-schedulingcoordinatorsinformationrequestsheet.doc">Meter Service Agreement for Scheduling Coordinators (MSASC) Information Request Sheet</a></li></ul></div> <ul class="doc-list"> </ul> </div> </div> </div> <div data-block-type="content" class="col-12"id=""> <h2 class="border-bottom"id="e-tags">e-Tags</h2> <p>Consistent with North American Electric Reliability Corporation (NERC) standards, upon receiving an ISO market award involving interchange imports and exports, the responsible purchasing selling entity must submit a NERC e-Tag interchange schedule to physically schedule energy or capacity delivery.</p><p>For in-depth process and requirements about e-Tagging, refer to operating procedure <a href="/documents/2510.pdf">2510 NERC Tagging Requirements</a>.</p><h4>Preparing eTags</h4><p>Each valid market award must be cross-referenced on each e-Tag, which is verified by the California ISO Interchange Transaction Scheduler. The Transaction ID that identifies your market transmission award must be provided in the OASIS field of the e-Tag Transmission Allocation section as follows: Refer to operating procedures <a href="/documents/2510b.xls">2510B CAISO Tagging Templates</a> and <a href="/documents/2510c.xlsx">2510C Allowable Tag and Market Award Combinations</a>.</p><figure class="table" style="width:850px;"><table class="table table-bordered" style="background-color:rgb(255,255,255);border-collapse:collapse;border:1px solid rgb(222,226,230);color:rgb(102,102,102);font-family:FuturaPTW01, sans-serif;font-size:18px;font-style:normal;font-weight:400;letter-spacing:normal;margin-bottom:1rem;text-align:left;text-decoration-style:initial;text-decoration-thickness:initial;text-transform:none;white-space:normal;word-spacing:0px;" cellspacing="0" cellpadding="0"><thead><tr><th style="border-bottom-width:2px;border-color:rgb(222,226,230);border-left-width:1px;border-right-width:1px;border-style:solid;border-top-width:1px;color:rgb(0,0,0);font-size:0.778rem;font-weight:500;padding:0.75rem;text-align:center;text-transform:uppercase;vertical-align:bottom;" colspan="4"><strong style="font-weight:500;">TRANSMISSION ALLOCATION</strong></th></tr></thead><tbody><tr><td style="border:1px solid rgb(222,226,230);padding:0.75rem;text-align:center;vertical-align:top;"><strong style="font-weight:500;">TP</strong></td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;text-align:center;vertical-align:top;"><strong style="font-weight:500;">Owner</strong></td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;text-align:center;vertical-align:top;"><strong style="font-weight:500;">Product</strong></td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;text-align:center;vertical-align:top;"><strong style="font-weight:500;">OASIS</strong></td></tr><tr><td style="border:1px solid rgb(222,226,230);padding:0.75rem;text-align:center;vertical-align:top;">CISO</td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;text-align:center;vertical-align:top;">“-----“</td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;text-align:center;vertical-align:top;">“-----“</td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;text-align:center;vertical-align:top;">XXXX-XXXX_XXX-XXXX-XXXX-X-X-X-XXXX</td></tr></tbody></table></figure><p><br /> </p><h4>ISO Market IDs</h4><p>There are two types of market IDs. The resources IDs registered in Master File upon request and Transaction IDs are automatically generated when market bids are submitted into SIBR application. Refer to <a href="/documents/2510.pdf">2510 NERC Tagging Requirements</a> and <a href="/documents/2510b.xls">2510B ISO Tagging Templates</a> to determine the location of market IDs on the E-Tag. </p><p>For Resource IDs the following three data elements are required to facilitate confirmation of the market transmission award. Any extra or missing element(s) will result in automatic tag denial.</p><figure class="table" style="width:850px;"><table class="table table-bordered" style="background-color:rgb(255,255,255);border-collapse:collapse;border:1px solid rgb(222,226,230);color:rgb(102,102,102);font-family:FuturaPTW01, sans-serif;font-size:18px;font-style:normal;font-weight:400;letter-spacing:normal;margin-bottom:1rem;text-align:left;text-decoration-style:initial;text-decoration-thickness:initial;text-transform:none;white-space:normal;word-spacing:0px;" cellspacing="0" cellpadding="0"><thead><tr><th style="border-bottom-width:2px;border-color:rgb(222,226,230);border-left-width:1px;border-right-width:1px;border-style:solid;border-top-width:1px;color:rgb(0,0,0);font-size:0.778rem;font-weight:500;padding:0.75rem;text-align:center;text-transform:uppercase;vertical-align:bottom;"><strong style="font-weight:500;">TOKEN</strong></th><th style="border-bottom-width:2px;border-color:rgb(222,226,230);border-left-width:1px;border-right-width:1px;border-style:solid;border-top-width:1px;color:rgb(0,0,0);font-size:0.778rem;font-weight:500;padding:0.75rem;text-align:center;text-transform:uppercase;vertical-align:bottom;"><strong style="font-weight:500;">VALUE</strong></th></tr></thead><tbody><tr><td style="border:1px solid rgb(222,226,230);padding:0.75rem;vertical-align:top;"><strong style="font-weight:500;">CAISO_CONTRACT</strong></td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;vertical-align:top;"><strong style="font-weight:500;">Contract Reference Number (CRN)</strong> for existing transmission contracts or transmission ownership rights, as registered in the ISO Master File, or “NONE” for market transmission</td></tr><tr><td style="border:1px solid rgb(222,226,230);padding:0.75rem;vertical-align:top;"><strong style="font-weight:500;">CAISO_PRODUCT</strong></td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;vertical-align:top;"><strong style="font-weight:500;">“ENGY”, “SPIN”, or “NSPN”</strong></td></tr><tr><td style="border:1px solid rgb(222,226,230);padding:0.75rem;vertical-align:top;"><strong style="font-weight:500;">CAISO_RES_ID</strong></td><td style="border:1px solid rgb(222,226,230);padding:0.75rem;vertical-align:top;"><strong style="font-weight:500;">Market Resource ID</strong> as registered in the Master File</td></tr></tbody></table></figure> </div> </div> </div> </div> </div> </div> </div> <div data-block-type="break" class="break mt-5 pt-5 bg-light-gray-warm" > <div class="container"> <div class="row"> <div class="col-lg-8"id=""> <div data-block-type="card" class="card "> <div class="row g-0 h-100"> <div class="col-md-4 d-flex justify-content-center align-content-center" style="background-color: #ecf2e8"> <svg id="bcrnpdiktg-Layer_1" class="icon icon-color-custom card-img-horizontal" width="50%" xmlns="http://www.w3.org/2000/svg" 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<path d="M23.5,19H1.5a.5.5,0,0,1-.5-.5V2.5A.5.5,0,0,1,1.5,2h22a.5.5,0,0,1,.5.5v16A.5.5,0,0,1,23.5,19ZM2,18H23V3H2Z"></path> </svg> </div> <div class="col-md-8"> <div class="card-body "> <h4 class="card-title " id="application">Related application(s) and access</h4> <div class="card-text"><p>Certificate access is required.<br />The CIDI knowledge base is available on the application page.<br />View each application page for user guides and resources.</p></div> <ul class="doc-list"> <li><a href="https://www.caiso.com/library/automated-dispatch-system-ads" >Automated Dispatch System (ADS)</a> </li> <li><a href="https://www.caiso.com/library/customer-inquiry-dispute-and-information-cidi" >Customer Inquiry, Dispute and Information (CIDI)</a> </li> <li><a href="https://www.caiso.com/library/scheduling-infrastructure-business-rules-sibr-bidding" >Scheduling Infrastructure Business Rules (SIBR) - Bidding</a> </li> <li><a href="https://www.caiso.com/library/scheduling-infrastructure-business-rules-sibr-inter-sc-trades" >Scheduling Infrastructure Business Rules (SIBR) - Inter-SC Trades</a> </li> <li><a href="https://www.caiso.com/systems-applications/requesting-access-certificates" >Requesting access and certificates</a> </li> </ul> </div> </div> </div> </div> </div> <div class="col-lg-8"id=""> <div data-block-type="card" class="card "> <div class="row g-0 h-100"> <div class="col-md-4 d-flex justify-content-center align-content-center" style="background-color: #e5f0ee"> <svg id="rruosgnkde-Layer_1" class="icon icon-color-custom card-img-horizontal" width="50%" xmlns="http://www.w3.org/2000/svg" data-name="Layer 1" viewBox="0 0 25 25" fill="#00c7b1" style="margin: 25px auto; max-width: 50%;"> <path d="M17,6H9A.5.5,0,0,1,9,5h8a.5.5,0,0,1,0,1Z"></path> <path d="M17,8H9A.5.5,0,0,1,9,7h8a.5.5,0,0,1,0,1Z"></path> <path d="M17,10H9A.5.5,0,0,1,9,9h8a.5.5,0,0,1,0,1Z"></path> <path d="M11,12H9a.5.5,0,0,1,0-1h2a.5.5,0,0,1,0,1Z"></path> <path d="M10,14H9a.5.5,0,0,1,0-1h1a.5.5,0,0,1,0,1Z"></path> <path d="M19.5,8a.5.5,0,0,1-.5-.5V3H18a.5.5,0,0,1,0-1h1.5a.5.5,0,0,1,.5.5v5A.5.5,0,0,1,19.5,8Z"></path> <path d="M21.5,11a.5.5,0,0,1-.5-.5v-9a.45.45,0,0,0-.5-.5H7A.5.5,0,0,1,6.5.5.5.5,0,0,1,7,0H20.5A1.45,1.45,0,0,1,22,1.5v9A.5.5,0,0,1,21.5,11Z"></path> <path d="M16.6,20h-.09l-1-.18-1,.18a.49.49,0,0,1-.42-.11l-.74-.65-.92-.37a.51.51,0,0,1-.27-.27l-.37-.92-.65-.74a.5.5,0,0,1-.11-.42l.18-1-.18-1a.5.5,0,0,1,.11-.42l.65-.74.37-.92a.51.51,0,0,1,.27-.27l.92-.37.74-.65a.5.5,0,0,1,.42-.11l1,.18,1-.18a.5.5,0,0,1,.42.11l.74.65.92.37a.51.51,0,0,1,.27.27l.37.92.65.74a.5.5,0,0,1,.11.42l-.18,1,.18,1a.5.5,0,0,1-.11.42l-.65.74-.37.92a.51.51,0,0,1-.27.27l-.92.37-.74.65A.5.5,0,0,1,16.6,20Zm-1.1-1.2h.09l.86.15.62-.54.14-.08L18,18l.32-.81a.64.64,0,0,1,.08-.14l.54-.62-.15-.86a.54.54,0,0,1,0-.18l.15-.86-.54-.62a.64.64,0,0,1-.08-.14L18,13l-.81-.32-.14-.08L16.45,12l-.86.15h-.18L14.55,12l-.62.54-.14.08L13,13l-.32.81a.64.64,0,0,1-.08.14l-.54.62.15.86a.54.54,0,0,1,0,.18l-.15.86.54.62a.64.64,0,0,1,.08.14L13,18l.81.32.14.08.62.54.86-.15Z"></path> <path d="M15.5,18A2.5,2.5,0,1,1,18,15.5,2.5,2.5,0,0,1,15.5,18Zm0-4A1.5,1.5,0,1,0,17,15.5,1.5,1.5,0,0,0,15.5,14Z"></path> <path d="M19.5,18h-.75a.5.5,0,0,1,0-1H19V7.5a.5.5,0,0,1,1,0v10A.5.5,0,0,1,19.5,18Z"></path> <path d="M12.24,18H6.5a.5.5,0,0,1-.5-.5V2.5A.5.5,0,0,1,6.5,2H18a.5.5,0,0,1,0,1H7V17h5.24a.5.5,0,1,1,0,1Z"></path> <path d="M14.5,25a.49.49,0,0,1-.4-.2l-1.27-1.69L10.69,24a.5.5,0,0,1-.66-.62l1.88-5.64a.49.49,0,0,1,.63-.32.51.51,0,0,1,.32.63l-1.54,4.63,1.49-.6a.5.5,0,0,1,.59.16l.93,1.24,1.39-4.17a.5.5,0,1,1,1,.31L15,24.66a.49.49,0,0,1-.39.33Z"></path> <path d="M16.5,25h0a.51.51,0,0,1-.41-.28l-1.2-2.4a.5.5,0,0,1,.9-.44l.83,1.67,1-1.35a.5.5,0,0,1,.59-.16l1.27.51-1.88-3.78a.5.5,0,1,1,.89-.44l2.48,5a.5.5,0,0,1-.64.68l-2.14-.85L16.9,24.8A.49.49,0,0,1,16.5,25Z"></path> <path d="M20.5,20h-2a.5.5,0,0,1,0-1h2a.45.45,0,0,0,.5-.5v-9a.5.5,0,0,1,1,0v9A1.45,1.45,0,0,1,20.5,20Z"></path> <path d="M11.83,20H5.5A1.45,1.45,0,0,1,4,18.5V1.5A1.45,1.45,0,0,1,5.5,0h2A.5.5,0,0,1,8,.5a.5.5,0,0,1-.5.5h-2a.45.45,0,0,0-.5.5v17a.45.45,0,0,0,.5.5h6.33a.5.5,0,0,1,0,1Z"></path> </svg> </div> <div class="col-md-8"> <div class="card-body "> <h4 class="card-title " id="tariff-bpm">Related ISO Tariff and Business Practice 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