Register as a Scheduling Coordinator (SC) with CAISO and configure a Supply-side DER Aggregation resource using the CAISO Resource Interconnection Management System (RIMS) portal
Submit the DER Aggregation resource registration with the Utility Distribution Company (UDC) coordination requirements: provide the PNode ID, CAIDReservation ID, and list of individual DER site IDs that form the aggregation
Obtain the Participating Aggregator agreement and configure the telemetry feed from the aggregated resource to CAISO's Energy Management System; confirm the resource appears in the CAISO OASIS resource list
Submit the day-ahead schedule via the SIBR API or CAISO scheduling interface: POST a SC_SCHEDULE transaction for the resource with hourly MW values for each hour-ending; use the correct ISO 8601 trading date format
Monitor the resource's real-time dispatch through CAISO's OASIS API: GET /oasis/singleZip?queryname=AS_RESULTS&market_run_id=RTM&startdatetime=... to retrieve real-time market results
Report measured output to CAISO through the metering telemetry channel at the required interval (typically 5-minute SCADA readings) for settlement under FERC Order 2222 participation rules
Known gotchas
FERC Order 2222 implementation for CAISO includes CAISO-specific aggregation rules under their Distributed Energy Resource Provider (DERP) tariff; verify against the current CAISO tariff section 4.14 rather than the generic Order 2222 framework
CAISO's RIMS portal uses separate credentialing from the SIBR scheduling system; SC credentials obtained for one system do not automatically grant access to the other
The minimum aggregate resource size for CAISO DER aggregation participation is 0.5 MW; aggregations below this threshold will be rejected at the registration stage
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp