Join EDAM

Plan for implementation

Together we will develop a detailed project schedule outlining all the steps leading to the market simulation, parallel operations and full participation. At this point you should consider the following:

• staffing and project roles to manage EDAM preparations
• IT and operations project implementations
• whether or not to engage a third party to assist with systems development and integration
• impact to open access transmission tariff (OATT) and potential stakeholder processes to adapt it
• a resource strategy to determine which resources will participate in EDAM beyond what is already in WEIM

• List of EDAM Scheduling Coordinators11/19/2025, 3:43 PM
• EDAM Onboarding Overview01/03/2025, 12:17 PM
  The EDAM Onboarding Overview provides an overview of the various tracks and deliverables required to ensure a smooth transition to EDAM in an 18 month timeframe.

Establish and update agreements

As a WEIM entity, your organization already has several contracts with the ISO. To enter into the EDAM, additional contracts will be required and some of your existing contracts may need to be modified. This will depend on the decisions you make regarding resource participation and whether third parties are involved.

• Sample Checklist for Certification09/29/2025, 9:57 AM
  This checklist is for applicants that do not have agreements with CAISO. This will list all of the requirements to become a Scheduling Coordinator (SC), WEIM Participating Resource SC and EDAM SC (non-entity). This checklist is customized based on each application.
• EDAM Scheduling Coordinator Decision Matrix03/18/2025, 4:21 PM
  Outlines necessary steps for potential applicants to participate in EDAM and how to get started.
• EDAM Agreements Checklist01/06/2025, 8:22 AM
  The EDAM Entity Agreements Checklist provides a list of all required agreements and agreements that may be required with a general timeline, based on the 18 month implementation.

• EDAM - New Scheduling Coordinator Acceptance - Resource - Letter Template09/11/2025, 11:45 AM
  Used when setting up or transferring EDAM resources. This will be submitted by the accepting/new SC.
• EDAM - Transfer - Resources Between BSCIDs - Same Scheduling Coordinator05/20/2025, 11:38 AM
  Used when transferring BSCID witin the same company for EDAM resources
• EDAM - Resource Owner Scheduling Coordinator Selection - Letter Template05/20/2025, 11:38 AM
  Used when setting up or transferring EDAM resources. This will be submitted by the accepting/new SC.
• EDAM - Transfer - Resource Relinquishing Scheduling Coordinator - Letter Template05/20/2025, 11:38 AM
  Used when transferring or ending SC association for EDAM resources. This can be submitted by either the accepting (if provided to) or relinquishing SC.
• Custom Load Aggregation Point - EDAM Load Aggregation Point - Selection Letter04/10/2025, 9:47 AM
  Used to submit a request for a Custom LAP or EDAM LAP. This will be submitted by the SC setting up the CLAP/ELAP.
• Resource Control Agreement Disclosure Form08/02/2024, 2:08 PM
  For use with new resource configuration and resource transfers. This will be submitted by the accepting/new SC.

Onboarding resource guides

• CBT - Custom Load Aggregation Points - EDAM Load Aggregation Point Selection Letter11/16/2025, 9:14 AM
• CBT - EDAM Load Serving Entity Agreement Information Request Sheet11/16/2025, 9:14 AM
• CBT - EDAM Addendum to the EIM Participating Resource Agreement Information Request Sheet11/16/2025, 9:14 AM
• CBT - EDAM Addendum to the EIM Participating Resource SC Agreement Information Request Sheet11/16/2025, 9:14 AM

Implement metering changes

The ISO has specific guidelines for meter data coming from all resources participating in the EDAM. Resources that do not meet these requirements will be required to self-schedule in the market. All your resources currently in the WEIM market have met this criteria already. However, new resources added to the market, or those with metering changes, would need the meter data evaluated to ensure they meet the expected criteria. The ISO will assist you with this meter data validation process. Information and requirements can be found within the ISO Tariff Section 10 - Metering, and within our related Business Practice Manual for Metering under the related participation role.

• Physical Metering Assesment04/16/2024, 4:59 PM
  At the start of the process for EDAM onboarding, you will be asked to complete a Physical Metering Assessment document to help the ISO team understand what types of changes we can expect regarding metering. This ensures we allocate necessary resources to support any expected changes.

Prepare for settlements changes

You will be required to add a number of new charge codes, and modify some existing charge codes, to ensure accurate settlement in the new market. The ISO will provide details on the changes and the impacts of these changes.

• EDAM Charge Codes05/12/2025, 10:53 AM
  The EDAM Settlement Charge Codes document provides a complete list of settlement charge codes needed to participate in EDAM.
• EDAM Settlements Overview Plan04/16/2024, 4:59 PM
  The Settlements Overview Plan describes the various educational sessions the ISO will provide to ensure you are prepared to perform Settlements activities needed for the EDAM onboarding and for participating in the market.

Modify impacted systems

You will need to modify your operating and bid-to-bill systems associated with EDAM participation to enable reliable ISO control and accurate settlements. Affected systems include, but are not limited to, the energy management system, forecasting, scheduling, dispatch, outage management and settlements.

• Interchange Scheduling Overview06/17/2025, 3:51 PM
  The Interchange Scheduling Overview document describes the interchange scheduling in EDAM between various entity scenarios, including between two EDAM entities, an EDAM to WEIM Only entity, and an EDAM to non-EDAM/non-WEIM entity.

Certify readiness, conduct parallel operations and transition to binding EDAM production

The ISO will work with you to develop an activation readiness plan that includes a “go-live" schedule, system activation steps, communication protocols and a robust support plan. We will jointly track progress and report preliminary results during market simulation and parallel operations. We will also assist with the certification to FERC that the market simulation and parallel operations have demonstrated that systems and operations personnel are ready to operate as anticipated.

• EDAM Readiness Criteria Worksheet Template05/15/2025, 10:35 AM
  This worksheet defines the specific criteria that must be met before the ISO and the EDAM Entity agree they are ready for EDAM activation. This includes measureable elements that are documented in the tariff and specific thresholds documented in the BPM. Tracking completion of the criteria will begin during Joint Integration Testing and will continue until 10 days prior to activation.
• EDAM Training Timeline 202602/26/2025, 11:33 AM
  The ISO will provide a variety of training to ensure you are ready when you move into the EDAM market. This document shows you an overview of what an EDAM training cycle looks like for a 2026 Implementation.
• Computer-Based Training Course Guide09/10/2024, 12:04 PM
  Review the ISO’s computer-based training course guide to learn more about the courses that are available.