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​Dynamic transfers

Dynamic transfers support changes in net interchange between two Balancing Authority Areas (BAA) by automating intra-hour dispatch and real-time interchange schedule adjustments. Dynamic import service is described in the ISO Tariff. Participants need to meet the minimum 217-day implementation timeline for scheduling dynamic transfers of imports and exports in the California ISO BAA.


​Getting started

Before entering the ISO market, new participants must complete the resource implementation process. Contact Customer Service at (916) 608-7320 to schedule an introductory meeting to determine requirements and explore opportunities associated with participation as a dynamic transfer project.

Process and requirements

ISO Tariff
Appendix M - Dynamic Scheduling Protocol (DSP) as of Oct 1, 2014
Appendix N - Pseudo Tie Protocol as of May 1, 2014

Business Practice Manual for Direct Telemetry
Business Practice Manual for Managing Full Network Model
Business Practice Manual for Market Instruments
Business Practice Manual for Market Operations
Business Practice Manual for Metering
Business Practice Manual for Transmission Planning Process


Pro forma agreements and information request sheets

Following agreements are executed between the California ISO and market participants for implementation of dynamic transfers in the ISO market.

​Dynamic Schedules

​Pseudo-Ties

Dynamic Scheduling Host Balancing Authority Operating Agreement

​Or
Dynamic Transfer Balancing Authority Operating Agreement (DTBAOA) – non-proforma agreement. 
Contact RegulatoryContracts@caiso.com for negotiation process
Dynamic Transfer Balancing Authority Operating Agreement (DTBAOA) - non-proforma agreement

Contact RegulatoryContracts@caiso.com for negotiation process.

Dynamic Scheduling Agreement for Scheduling Coordinators (DSASC)

Dynamic Scheduling Agreement for Scheduling Coordinators Information Request Sheet

Prerequisite Scheduling Coordinator documents:

Scheduling Coordinator Agreement (SCA)

Scheduling Coordinator Agreement (SCA) Information Request Sheet

Pseudo-Tie Participating Generator Agreement (PPGA)

Pseudo-Tie Participating Generator Agreement Information Request Sheet

Pseudo-Tie Participating Generator Agreement Schedule 1

Meter Service Agreement for CAISO Metered Entities (MSACAISOME)

Meter Service Agreement Information Request Sheet

Or

Meter Service Agreement for Scheduling Coordinators (MSASC)

Meter Service Agreement for Scheduling Coordinators (MSASC) Information Request Sheet

Prerequisite Scheduling Coordinator documents: