Scheduling Coordinators submit settlement disputes to the ISO electronically through the online Settlement Dispute System (SDS). The SDS is a web-based system that allows Scheduling Coordinators to enter and track their disputes on-line. For information on how to use the SDS, please see the Online SDS User Guide below.
Online SDS User Guide pdf1288K | Abstract | 05/24/2007 15:55
When Scheduling Coordinators are unable to access the online Settlement Dispute System, settlement disputes can be submitted to the ISO via an email to ISODISPUTE@CAISO.COM using a completed California ISO Settlement Dispute Form.
Please note that the only time the ISO will accept a dispute via manual submission is if the SC is unable to submit disputes via SDS due to a) not yet having an SDS Certificate, or b) SDS being unavailable as the result of system issues. In these cases, please use the Settlement Dispute Form below.
Settlement Dispute Form doc34K | Abstract | 11/02/2005 14:20
Recurring Disputes & Placeholder Dispute Request
The ISO Tariff section 11.7.4 allows Placeholder Disputes to be filed in cases where a dispute issue will regularly recur on future Preliminary and Final Settlement Statements. Placeholder Disputes are valid for a limited and specified period of time. Scheduling Coordinators may submit a Placeholder Dispute if one of the following 3 conditions have been met in order to prove that a Placeholder is warranted:
By disputing the issue for 7 consecutive trade dates
By disputing the issue more than 10 times in 30 calendar days
By identifying where the issue has occurred 10 times over the past 30 calendar days within the Placeholder request. If this method is used, please be aware that the Placeholder does not cover trade dates listed that were not disputed on time. However, it does allow the Placeholder to be submitted as soon as possible by not forcing the SC to wait until one of the first two options can be completed.
Scheduling Coordinators submit a request for a Placeholder Dispute via the ISO SDS (Settlement Dispute System) and identify the dispute as a Placeholder Dispute within the on-line SDS dispute form. The Scheduling Coordinator must also complete a Placeholder Dispute request form (posted below) and attach it to the dispute. The form must be populated with the same dispute issue raised in previously filed disputes and cannot include any new issues.
Placeholder Dispute Form doc100K | Abstract | 11/02/2005 14:25
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