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Contracts and agreements | California ISO

<!doctype html> <html lang="en"> <head> <meta charset="utf-8" /> <title> Contracts and agreements | California ISO</title> <meta name="description" content="The references below include standard forms of agreement for service and access to information"> <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"><!-- 32脳32 --> <link rel="icon" href="/icon.svg" type="image/svg+xml"> <link rel="apple-touch-icon" href="/apple-touch-icon.png"> <!-- Social Image --> <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 e)if("childList"===o.type)for(const e of 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Business practice manuals and operating procedures are also found here.</p></div> <div class="dropdown-desc-links"> </div> </div> <div class="col-lg-6 col-xxl-5_5 border-lg-left px-lg-4"> <div class="row"> <!--<div class="col-sm-6">--> <div class="col-lg-6"> <a class="dropdown-item " href="/legal-regulatory/tariff" >Tariff</a> <a class="dropdown-item " href="/legal-regulatory/regulatory-filings-orders" >Regulatory filings and orders</a> <a class="dropdown-item " href="/legal-regulatory/business-practice-manuals" >Business Practice Manuals</a> <a class="dropdown-item " href="/legal-regulatory/legal-policies" >Legal policies and incorporation</a> </div> <div class="col-lg-6"> <a class="dropdown-item " href="/legal-regulatory/contracts-agreements" >Contracts and agreements</a> <a class="dropdown-item " href="/legal-regulatory/compliance" >Compliance</a> <a class="dropdown-item " href="/legal-regulatory/operating-procedures" >Operating procedures</a> </div> <!--</div>--> </div> </div> </div> </div> </li> <li class="nav-item search d-none d-lg-block align-content-center"> <a class="nav-link d-none d-md-block d-xl-none" href="/search" id="searchNav"> Search </a> <form action="/search" method="GET" class="d-none d-xl-block" id="search-navbar-main-form"> <div class="input-group input-group-sm"> <input id="search-navbar-main-input" type="search" name="q" class="form-control" placeholder="Search..." autocomplete="off" autocorrect="off" autocapitalize="off" enterkeyhint="search" spellcheck="false" aria-label="Search"> <span class="input-group-text p-0"><input id="search-navbar-main-submit" type="submit" /></span> </div> </form> </li> </ul> </div> </div> </nav> </section> <section id="breadcrumbs"> <div class="container"> <nav aria-label="breadcrumb"> <ol class="breadcrumb"> <li class="breadcrumb-item"><a href="/legal-regulatory">Legal and regulatory</a></li> <li class="breadcrumb-item active" aria-current="page">Contracts and agreements</li> </ol> </nav> </div> </section> <main id="content" class="card-column-group"> <div class="container"> <div class="row"> <div class="d-none d-md-block col-md-4 col-xl-3 ps-md-5 order-2"> <div class="d-none d-md-block sticky-top"> <ul id="navbar-side-this-page" class="navbar-side side-right nav flex-md-column"> <li class="nav-item on-page"> On this page </li> <li class="nav-item"><a class="nav-link" href="#nda">Non-disclosure agreements</a></li> <li class="nav-item"><a class="nav-link" href="#transmission-agreements">Transmission agreement</a></li> <li class="nav-item"><a class="nav-link" href="#pro-forma-agreements">Pro forma agreements</a></li> <li class="nav-item"><a class="nav-link" href="#other-agreements">Other agreements</a></li> </ul> </div> </div> <div class="col-md-8 col-xl-9 order-1"> <div class="row"> <div class="col-12"><h1>Contracts and agreements</h1></div> </div> <div class="row"> <div data-block-type="content" class="col-12"id=""> <p>The ISO enters into agreements with market participants to define the rates, terms and conditions of service that are administered by the ISO in accordance with our tariff. The references below include standard forms of agreement for service and access to information, as well as non-standard forms that generally are specifically negotiated, such as the transmission control agreement.</p> </div> <div data-block-type="content" class="col-12"id=""> <h2 class="border-bottom"id="weim-agreements">Western Energy Imbalance Market (WEIM) agreements</h2> <p><a href="https://www.westerneim.com/Pages/About/default.aspx#EIMImplementationDocuments">View the WEIM agreements and documents on the WEIM website.</a></p> </div> <!-------------------------DOCUMENT LISTING------------------------------> <div data-block-type="doc-listing" class="col-12 doc-listing"> <h2 class="" ">Contracted entity required notifications</h2> <ul class="doc-list"> <li data-sort=""> <a href="/documents/guide-interconnectedcontrolareaorinterconnectedbalancingauthorityareaoperatingagreements-icaoaoribaaoa.pdf" >Guide - Adjacent Balancing Authority, Interconnected Control Area, or Interconnected Balancing Authority Area Operating Agreements (ABAOA, ICAOA, IBAAOA)</a><span class="time">01/11/2024, 9:10 AM</span> </li> <li data-sort=""> <a href="/documents/entitieswithinterruptibleservicecontractorsimilaragreement_ab621requirement.pdf" >Entities with an Interruptible Service Contract or similar agreement (AB 621 Requirement)</a><span class="time">10/05/2022, 9:11 AM</span> </li> </ul> </div> <!-------------------------DOCUMENT LISTING------------------------------> <div data-block-type="doc-listing" class="col-12 doc-listing"> <h2 class="border-bottom" id="nda">Non-disclosure agreements</h2> <p>Certain secure planning and market systems data are available upon compliance with the applicable submission instructions and submittal of a non-disclosure agreement. Requesting entities must be members of the Western Electricity Coordinating Council (WECC) or have an approved WECC Confidentiality Agreement prior to requesting access to this data.</p> </div> <!-------------------------DOCUMENT LISTING------------------------------> <div data-block-type="doc-listing" class="col-12 doc-listing"> <h4 class="" id="crr-nda">Congestion revenue rights full network model non-disclosure agreement and instructions</h4> <ul class="doc-list"> <li data-sort=""> <a href="/documents/congestionrevenuerightsfullnetworkmodelnondisclosureagreementsubmissioninstructions.pdf" >Congestion Revenue Rights Full Network Model Non-Disclosure Agreement Submission Instructions</a><span class="time">11/06/2023, 10:53 AM</span> </li> <li data-sort=""> <a href="/documents/congestionrevenuerightsfullnetworkmodelnon-disclosureagreement.pdf" >Congestion Revenue Rights Full Network Model Non-Disclosure Agreement</a><span class="time">11/12/2020, 2:10 PM</span> </li> </ul> </div> <!-------------------------DOCUMENT LISTING------------------------------> <div data-block-type="doc-listing" class="col-12 doc-listing"> <h4 class="" id="protected-data-nda">Protected data non-disclosure agreement and instructions</h4> <ul class="doc-list"> <li data-sort=""> <a href="/documents/protecteddata-mmd-nondisclosureagreementsubmissioninstructions.pdf" >Protected Data/Market Modeling Data Non-Disclosure Agreement Submission Instructions</a><span class="time">11/06/2023, 10:53 AM</span> </li> <li data-sort=""> <a href="/documents/protecteddatanondisclosureagreement.pdf" >Protected Data/Market Modeling Data Non-Disclosure Agreement</a><span class="time">11/12/2020, 2:10 PM</span> </li> </ul> </div> <!-------------------------DOCUMENT LISTING------------------------------> <div data-block-type="doc-listing" class="col-12 doc-listing"> <h4 class="" id="transmission-planning-nda">Transmission planning non-disclosure agreement and instructions</h4> <ul class="doc-list"> <li data-sort=""> <a href="/documents/regionaltransmissionnondisclosureagreementsubmissioninstructions.pdf" >Regional Transmission Non-Disclosure Agreement Submission Instructions</a><span class="time">11/06/2023, 10:53 AM</span> </li> <li data-sort=""> <a href="/documents/regionaltransmissionnon_disclosureagreement.pdf" >Regional Transmission Non-Disclosure Agreement</a><span class="time">11/19/2020, 1:57 PM</span> </li> </ul> </div> <!-------------------------DOCUMENT LISTING------------------------------> <div data-block-type="doc-listing" class="col-12 doc-listing"> <h4 class="" id="western-interconnection-nda">Western interconnection data sharing agreement</h4> <ul class="doc-list"> <li data-sort=""> <a href="/documents/westerninterconnectiondatasharingagreement-listofsignatories.pdf" >Western Interconnection Data Sharing Agreement - List of Signatories</a><span class="time">06/14/2024, 10:31 AM</span> </li> <li data-sort=""> <a href="/documents/westerninterconnectiondatasharingagreement.pdf" >Western Interconnection Data Sharing Agreement</a><span class="time">07/23/2019, 4:14 PM</span> </li> </ul> </div> <!-------------------------DOCUMENT LISTING------------------------------> <div data-block-type="doc-listing" class="col-12 doc-listing"> <h2 class="border-bottom" id="transmission-agreements">Transmission agreements</h2> <p>The terms and conditions for how the ISO and participating transmission owners will discharge their respective duties and responsibilities. <a href="/library/transmission-control-agreement">View the Transmission control agreement and Appendix F</a>.</p> <ul class="doc-list"> <li data-sort=""> <a href="/documents/approvedprojectsponsorscontactslist.pdf" >Approved Project Sponsors Contacts List</a><span class="time">10/04/2022, 4:08 PM</span> </li> </ul> </div> <div data-block-type="content" class="col-12"id=""> <h2 class="border-bottom"id="pro-forma-agreements">Pro forma agreements</h2> <p>Pro forma agreements are routinely executed between the California ISO and market participants. <a href="/library/current-tariff-appendices">Please refer to the ISO Tariff Appendix B for all pro forma agreements.</a></p> </div> <div data-block-type="content" class="col-12"id=""> <h4 class="">Large generator interconnection agreements (LGIA)</h4> <p>Please refer to <a href="/library/current-tariff-appendices">Tariff Appendices BB, CC and EE</a> for Large Generator Interconnection Agreements. Submit the <a href="/documents/affidavittemplate.doc">Affidavit Template</a> or <a href="/documents/repoweringaffidavittemplate_20141002.doc">Repowering Affidavit</a> to satisfy requirements in Section 25.1.2 of the ISO Tariff.聽</p> </div> <div data-block-type="content" class="col-12"id=""> <h4 class="">Small generator interconnection agreements (SGIA)</h4> <p>Please refer to <a href="/library/current-tariff-appendices">Tariff Appendices T and FF</a> for Large Generator Interconnection Agreements. Submit the <a href="/documents/affidavittemplate.doc">Affidavit Template</a> or <a href="/documents/repoweringaffidavittemplate_20141002.doc">Repowering Affidavit</a> to satisfy requirements in Section 25.1.2 of the ISO Tariff.聽</p> </div> <div data-block-type="content" class="col-12"id=""> <h4 class="">Generator interconnection agreement amendment regarding downsizing</h4> <p>Please refer to <a href="/library/current-tariff-appendices">Tariff Appendix HH</a> for the generator interconnection agreement amendment regarding downsizing.</p> </div> <!-------------------------DOCUMENT TABLE------------------------------> <div data-block-type="doc-table" class="col-12 doc-table"> <h3 class="" id="supporting-documentation">Supporting documentation for pro forma agreements</h3> <p>Information request sheets, registration forms, and schedule templates are located below. For entity assignments, entity name changes, project name changes, schedule revisions, or terminations, please contact Regulatory Contracts for instructions and templates.</p> <div class="table-responsive"> <div class="table-top"> <div class="row"> <div class="col-md-6"> <div class="input-group input-group-sm input-group-doc-table"> <input class="search-doclist search-input search-input-sm" type="search" placeholder="Filter table contents by title..." autocomplete="off" autocorrect="off" autocapitalize="off" enterkeyhint="search" spellcheck="false" aria-label="Filter table contents by title" /> <span class="input-group-text p-0"><button class="search-submit">Search</button></span> </div> </div> <div class="col-md-6"> <div class="results-amount"></div> </div> </div> </div> <div class="table-limit"> <table class="table table-sm table-doc"> <thead> <tr> <th class="sticky-top sortable" aria-sort="ascending" data-sort-default data-sort-method="natural">Title</th> <th class="sticky-top sortable">Type</th> <th class="sticky-top sortable">Posted</th> </tr> </thead> <tbody> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/affidavittemplate.doc" target="_blank" >Affidavit Template</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1392339660">02/13/2014, 5:01 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/caiso-affected-system-study-agreement-information-request-sheet.doc" target="_blank" >CAISO As An Affected System Study Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1651782840">05/05/2022, 1:34 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/caisooffgridchargeindicatorrequestsheet.docx" target="_blank" >CAISO Off Grid Charge Indicator Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1709155500">02/28/2024, 1:25 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/congestionrevenuerightsentityagreementinformationrequestsheet.doc" target="_blank" >Congestion Revenue Rights Entity Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999060">04/09/2021, 1:11 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/registrationform_convergencebiddingentityagreement.doc" target="_blank" >Convergence Bidding Entity Agreement Registration Form</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999000">04/09/2021, 1:10 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/demandresponseprovideragreementinformationrequestsheet.doc" target="_blank" >Demand Response Provider Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999060">04/09/2021, 1:11 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/distributedenergyresourceprovideragreementinformationrequestsheet.doc" target="_blank" >Distributed Energy Resource Provider Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1634580420">10/18/2021, 11:07 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/distributed-energy-resource-provider-agreement-schedule-1.xls" target="_blank" >Distributed Energy Resource Provider Agreement Schedule 1</a> <div class="desc"><p>DERPA Schedule 1 to be completed when the DERP enters the NRI process</p></div> </td> <td class="small" data-mobile-title="Type">Schedule</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1719943315">07/02/2024, 11:01 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/distributedenergyresourceproviderudc_mssconcurrencelettertemplate.doc" target="_blank" >Distributed Energy Resource Provider UDC/MSS Concurrence Letter Template</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1471380300">08/16/2016, 1:45 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/downsizinggeneratorpaymentobligationagreementinformationrequestsheet.doc" target="_blank" >Downsizing Generator Payment Obligation Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1650553680">04/21/2022, 8:08 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/dynamicschedulingagreement_schedulingcoordinatorsinformationrequestsheet.doc" target="_blank" >Dynamic Scheduling Agreement for Scheduling Coordinators Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1620322680">05/06/2021, 10:38 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/dynamicschedulinghostbalancingauthorityoperatingagreementinformationrequestsheet.doc" target="_blank" >Dynamic Scheduling Host Balancing Authority Operating Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999000">04/09/2021, 1:10 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/edamaddendumtotheeimentityagreementinformationrequestsheet.doc" target="_blank" >EDAM Addendum to the EIM Entity Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1704387960">01/04/2024, 9:06 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/edamaddendumtotheeimentityschedulingcoordinatoragreementinformationrequestsheet.doc" target="_blank" >EDAM Addendum to the EIM Entity Scheduling Coordinator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1704387960">01/04/2024, 9:06 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/edamaddendumtotheeimparticipatingresourceagreementinformationrequestsheet.doc" target="_blank" >EDAM Addendum to the EIM Participating Resource Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1704387960">01/04/2024, 9:06 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/edamaddendumtotheeimparticipatingresourceschedulingcoordinatoragreementinformationrequestsheet.doc" target="_blank" >EDAM Addendum to the EIM Participating Resource Scheduling Coordinator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1704387960">01/04/2024, 9:06 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/edamentityimplementationagreementinformationrequestsheet.doc" target="_blank" >EDAM Entity Implementation Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1714162740">04/26/2024, 1:19 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/edamloadservingentityagreementinformationrequestsheet.doc" target="_blank" >EDAM Load Serving Entity Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1704387960">01/04/2024, 9:06 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/edamtransmissionserviceprovideragreementinformationrequestsheet.doc" target="_blank" >EDAM Transmission Service Provider Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1704387960">01/04/2024, 9:06 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=16204F9F-158C-4FD0-A053-BF79A2847466" target="_blank" >Generator Interconnection Agreement Amendment Regarding Downsizing</a> <div class="desc">Please refer to Tariff Appendix HH for the generator interconnection agreement amendment regarding downsizing.</div> </td> <td class="small" data-mobile-title="Type"></td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1716614479">05/24/2024, 10:21 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/large-generator-interconnection-agreement-co-tenancy-information-request-sheet-20231108.doc" target="_blank" >Large Generator Interconnection Agreement Co-tenancy Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1713807240">04/22/2024, 10:34 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/largegeneratorinterconnectionagreement_clusterinformationrequestsheetjun22_2010.doc" target="_blank" >Large Generator Interconnection Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Agreement</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1576107180">12/11/2019, 3:33 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=16204F9F-158C-4FD0-A053-BF79A2847466" target="_blank" >Large Generator Interconnection Agreements (LGIA)</a> <div class="desc">Please refer to Tariff Appendices BB, CC and EE for Large Generator Interconnection Agreements</div> </td> <td class="small" data-mobile-title="Type"></td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1716614479">05/24/2024, 10:21 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/meter-service-agreement-for-iso-metered-entities-information-request-sheet.doc" target="_blank" >Meter Service Agreement for ISO Metered Entities Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1668023940">11/09/2022, 11:59 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/meterserviceagreement-schedulingcoordinatorsinformationrequestsheet.doc" target="_blank" >Meter Service Agreement for Scheduling Coordinators Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1721336573">07/18/2024, 2:02 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/meteredsubsystemaggregatorcrrentityagentagreementinformationrequestsheet.doc" target="_blank" >Metered Subsystem Aggregator CRR Entity Agent Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999060">04/09/2021, 1:11 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/net-scheduled-participating-generator-agreement-information-request-sheet.doc" target="_blank" >Net Scheduled Participating Generator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999000">04/09/2021, 1:10 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/participating-generator-agreement-information-request-sheet.doc" target="_blank" >Participating Generator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999060">04/09/2021, 1:11 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/participatingloadagreementinformationsheet.doc" target="_blank" >Participating Load Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999000">04/09/2021, 1:10 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/pseudoparticipatinggeneratoragreementinformationrequestsheet.doc" target="_blank" >Pseudo-Tie Participating Generator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1655914380">06/22/2022, 9:13 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/reliabilitycoordinatorservicesagreement.pdf" target="_blank" >Reliability Coordinator Services Agreement</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Agreement</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1542301560">11/15/2018, 9:06 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/reliabilitycoordinatorservicesagreementinformationrequestsheet.docx" target="_blank" >Reliability Coordinator Services Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1542301560">11/15/2018, 9:06 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/repoweringaffidavittemplate_20141002.doc" target="_blank" >Repowering Affidavit</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1551305940">02/27/2019, 2:19 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/resource-specificsystemresourceagreementinformationrequestsheet.doc" target="_blank" >Resource Specific System Resource Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999000">04/09/2021, 1:10 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/schedulingcoordinatoragreementinformationrequestsheet.doc" target="_blank" >Scheduling Coordinator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999000">04/09/2021, 1:10 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/smallgeneratorinterconnectionagreementinformationrequestsheet.doc" target="_blank" >Small Generator Interconnection Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Agreement</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1576256040">12/13/2019, 8:54 AM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="http://www.caiso.com/Pages/documentsbygroup.aspx?GroupID=16204F9F-158C-4FD0-A053-BF79A2847466" target="_blank" >Small Generator Interconnection Agreements (SGIA)</a> <div class="desc">Please refer to Tariff Appendices T and FF for Small Generator Interconnection Agreements.</div> </td> <td class="small" data-mobile-title="Type"></td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1716614490">05/24/2024, 10:21 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/uflsstudycostsharingagreementinformationrequestsheet.doc" target="_blank" >UFLS Study Cost Sharing Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1704922800">01/10/2024, 1:40 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/utilitydistributioncompanyoperatingagreementinformationrequestsheet.doc" target="_blank" >Utility Distribution Company Operating Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999060">04/09/2021, 1:11 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/energyimbalancemarketentityagreementinformationrequestsheet.doc" target="_blank" >Western Energy Imbalance Market Entity Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Agreement</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999060">04/09/2021, 1:11 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/energyimbalancemarketentityschedulingcoordinatoragreementinformationrequestsheet.doc" target="_blank" >Western Energy Imbalance Market Entity Scheduling Coordinator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Agreement</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999060">04/09/2021, 1:11 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/energyimbalancemarketparticipatingresourceagreementinformationrequestsheet.doc" target="_blank" >Western Energy Imbalance Market Participating Resource Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Agreement</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999060">04/09/2021, 1:11 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/energyimbalancemarketparticipatingresourceschedulingcoordinatoragreementinformationrequestsheet.doc" target="_blank" >Western Energy Imbalance Market Participating Resource Scheduling Coordinator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Agreement</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1617999000">04/09/2021, 1:10 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/eimsub-entityagreementinformationrequestsheet.doc" target="_blank" >Western Energy Imbalance Market Sub-Entity Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1654900560">06/10/2022, 3:36 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/eimsub-entityimplementationagreementinformationrequestsheet.doc" target="_blank" >Western Energy Imbalance Market Sub-Entity Implementation Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1654900560">06/10/2022, 3:36 PM</td> </tr> <tr> <td class="title doc-table-title" data-mobile-title="Title"> <a href="https://www.caiso.com/documents/eimsub-entityschedulingcoordinatoragreementinformationrequestsheet.doc" target="_blank" >Western Energy Imbalance Market Sub-Entity Scheduling Coordinator Agreement Information Request Sheet</a> <div class="desc"></div> </td> <td class="small" data-mobile-title="Type">Form/Template</td> <td class="small doc-lib-date" data-mobile-title="Posted" data-sort="1654900560">06/10/2022, 3:36 PM</td> </tr> <tr class="no_results"><td colspan="100">No results</td></tr> </tbody> </table> </div> <div class="more-less">Show more</div> </div> <a class="btn btn-sm btn-link mb-3" href="https://www.caiso.com/library/supporting-documentation-for-pro-forma-agreements">View all pro forma supporting documentation</a> </div> <div data-block-type="content" class="col-12"id=""> <h2 class="border-bottom"id="other-agreements">Other agreements</h2> </div> <div data-block-type="content" class="col-12"id=""> <h3 class=""id="qualified-reporting-entity">Qualified reporting entity</h3> <p>The role of the Qualified Reporting Entity (QRE) is to submit meter data associated with renewable energy on behalf of ISO Metered Entities (ISO polled) using the WREGIS application. <a href="/generation-transmission/metering-telemetry">View the requirements on the Metering and telemetry page.</a></p> </div> <!-------------------------DOCUMENT LISTING------------------------------> <div data-block-type="doc-listing" class="col-12 doc-listing"> <h3 class="" id="cfr-agreements">Coordinated functional registration agreements</h3> <p>A Coordinated Functional Registration (CFR) is where two or more entities agree in writing upon a division of compliance responsibility for one or more reliability standards, requirements or sub-requirements applicable to a particular function (see the NERC Rules of Procedure, section 508, appendix 5A).</p><p>The ISO has CFR agreements that identify the reliability standards compliance responsibilities for each party registered under the transmission operator function for the transmission facilities within the ISO balancing authority. These agreements are filed with the WECC.</p> <ul class="doc-list"> <li data-sort=""> <a href="/documents/isoandscecoordinatedfunctionalregistrationagreement.pdf" >ISO and SCE Coordinated Functional Registration Agreement</a><span class="time">09/26/2024, 1:54 PM</span> </li> <li data-sort=""> <a href="/documents/isoandsdgecoordinatedfunctionalregistrationagreement.pdf" >ISO and SDG&amp;E Coordinated Functional Registration Agreement</a><span class="time">09/26/2024, 1:54 PM</span> </li> <li data-sort=""> <a href="/documents/isoandpg-ecoordinatedfunctionalregistrationagreement.pdf" >ISO and PG&amp;E Coordinated Functional Registration Agreement</a><span class="time">09/26/2024, 1:54 PM</span> </li> <li data-sort=""> <a href="/documents/isoandtbccoordinatedfunctionalregistrationagreement.pdf" >ISO and TBC Coordinated Functional Registration Agreement</a><span class="time">09/26/2024, 1:54 PM</span> </li> <li data-sort=""> <a href="/documents/isoandlstcoordinatedfunctionalregistrationagreement.pdf" >ISO and LST Coordinated Functional Registration Agreement</a><span class="time">09/26/2024, 1:54 PM</span> </li> <li data-sort=""> <a href="/documents/isoandveacoordinatedfunctionalregistrationagreement.pdf" >ISO and VEA Coordinated Functional Registration Agreement</a><span class="time">09/26/2024, 1:54 PM</span> </li> <li data-sort=""> <a href="/documents/iso-and-grid-coordinated-functional-registration-agreement.pdf" >ISO and GRID Coordinated Functional Registration Agreement</a><span class="time">09/26/2024, 1:54 PM</span> </li> </ul> </div> <div data-block-type="content" class="col-12"id=""> <h3 class=""id="submitted-pto-applications">Submitted participating transmission owner (PTO) applications</h3> <p><a href="/library/participating-transmission-owner-applications-submitted">See terms and conditions for agreements between California ISO and transmission owners.</a></p> </div> </div> </div> </div> </div> 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