BPM Change Management Meeting - November 18, 2025 - Agenda and PRR Updates

Sep 12, 2026

BPM Change Management Meeting materials outline the agenda, roles, and the end-to-end change management approach for ISO business practice manuals. The session explains how business practice manuals implement the ISO tariff, how yearly policy initiative roadmaps are used to evaluate initiatives, and how the PRR process is constrained by existing tariff authority. It also summarizes specific PRR updates, including new PRR status definitions, effective timing, impacts to stakeholders, and next steps such as final decision and board-approved training.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages27

Reading Time9 min

AccessFree to download

Agenda - BPM Change Management Meeting

Meeting Overview and Updates

BPM Change Management

Candidate CRR Holder Registration

Compliance Monitoring

Energy Imbalance Market (EIM)

Generator Interconnection and Deliverability Allocation Procedures

Generator Management

Market Operations

Reliability Requirements

Wrap-Up and Next Steps

BPM Change Management Process

Business Practice Manuals Purpose

PRR Process Constraints

PRR 1640 - New PRR status, additional and general PRR updates

Reason for revision

Effective timing and approvals

Candidate CRR Holder Registration

PRR 1651 - Update Training CBT List for CRR Certification

Compliance Monitoring

PRR 1649 - Request for additional data

BPM Change Management Meeting Hannah Pearson BPM Change Management Facilitator [BPM_CM@caiso.com](BPM_CM@caiso.com) November 18, 2025 The information contained in these materials is provided for general information only and does not constitute legal or regulatory advice. The ultimate responsibility for complying with the ISO FERC Tariff and other applicable laws, rules or regulations lies with you. In no event shall the ISO or its employees be liable to you or anyone else for any decision made or action taken in reliance on the information in these materials. Housekeeping reminders • This call is being recorded for informational and convenience purposes only. Any related transcriptions should not be reprinted without ISO’s permission. • Meeting is structured to stimulate honest dialogue and engage different perspectives. • Please keep comments professional and respectful. ISO PUBLIC Instructions for raising your hand to ask a question • If you are connected to audio through your computer or used the“call me” option, please use the raised hand icon located on the lower center of the Webex screen to enter the question queue. • If you are not logged into Webex and just dialed in on the phonedial *3 to enter the queue. • Please remember to state your name and affiliation before making your comment. • If you need technical assistance during the meeting, please send a chat to the event producer. ISO PUBLIC Agenda – BPM Change Management Meeting November 18, 2025 | Topic | Presenter | | --- | --- | | Introduction | Hannah Pearson | | Meeting Overview and Updates | Hannah Pearson | | BPM Change Management | Rashele Wiltzius | | Candidate CRR Holder Registration | Rashele Wiltzius | | Compliance Monitoring | Priyanka Namburi | | Energy Imbalance Market (EIM) | Michael Martin | | Generator Interconnection and Deliverability Allocation Procedures | Matthew Chambers Daune Wilson | | Generator Management | Jill Jordan | | Market Operations | Michael Martin | | Reliability Requirements | Melanie Bogen
Abdul Mohammed-Ali | | Wrap-Up and Next Steps | Hannah Pearson | ISO PUBLIC BPM Change Management Process [BPM_CM@caiso.com](BPM_CM@caiso.com) California ISO Stakeholder Initiative Process • Business Practice Manuals ➢ The purpose of BPMs is to set forth business practices that implement the ISO tariff. ➢ The ISO conducts a yearly policy initiative roadmap process to consider and rank initiatives. ➢ Policy changes submitted though the PRR process will be referred to the policy initiative road map process. ➢ Each subject area in a BPM is based on enabling language in the ISO tariff. ➢ The PRR process cannot be used to introduce changes that are not supported by existing tariff authority. ISO PUBLIC BPM Change Management | PRR | PRR Title | Stage | | --- | --- | --- | | 1640 | New PRR status, additional and general PRR updates | Recommendation | ISO PUBLIC PRR 1640 – New PRR status, additional and general PRR updates • Reason for revision: • Add new PRR status of Pending Project Implementation • Update Impact Analysis template • Add a section in BPM to define PRR statuses for stakeholders • Additional general updates to bring BPM current – Effective at the end of the PRR cycle • Recommendation comments: None • Recommendation comment period expired: November 17, 2025 • Next step: Final Decision • Important notes: – Changes to the Change Management BPM require public Board approval, which is expected to occur in December, following completion of the full PRR approval process. – CAISO will conduct external training in January (after Board approval) to review the new PRR status and updates to the Impact Analysis template. ISO PUBLIC Candidate CRR Holder Registration | PRR | PRR Title | Stage | | --- | --- | --- | | 1651 | Update Training CBT List for CRR Certification | Initial | ISO PUBLIC PRR 1651 – Update Training CBT List for CRR Certificati

FAQs

What is the purpose of BPMs in the ISO change management process?

Business Practice Manuals (BPMs) set forth business practices that implement the ISO tariff and are based on enabling language in the ISO tariff.

How are policy changes handled through the PRR process?

Policy changes submitted through the PRR process are referred to the policy initiative roadmap process, and PRR cannot be used to introduce changes not supported by existing tariff authority.

What key updates and timing are associated with PRR 1640?

PRR 1640 introduces a new PRR status of Pending Project Implementation, updates the Impact Analysis template, and defines PRR statuses for stakeholders. Changes require public Board approval expected in December, with external training planned for January; the recommendation comment period expired on November 17, 2025.

Sep 12, 2026

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