Four Steps to Meeting SQMD Audit Requirements

Trimark has successfully completed 2025 SQMD Plan Audits for its Scheduling Coordinator Metered Entity (SCME) clients in the CAISO and WEIM markets. The resulting audit reports enabled Scheduling Coordinators (SCs) to provide Affirmation to CAISO as required by their Settlement Quality Meter Data (SQMD) Plans.

In 2026, and all even-numbered years, CAISO rules state that each SCME resource must provide BOTH their annual Affirmation and a bi-annual Audit of processes used to produce Settlement Quality Meter Data (SQMD). The Self-Audit Attestation for each resource provides evidence of compliance with the CAISO Tariff. Requirements for Self-Audit are more comprehensive than Attestation (required every year).

Trimark strongly encourages SCs to get a head start on preparations for the 2026 audit.

Maintaining Compliance

Early planning will help ensure compliance and minimize last-minute challenges. Here are four suggestions for getting started:

  1. Identify the most current SQMD Plan document for each resource.
  2. Review the SQMD Plan and identify any changes in your process. If current processes differ from the filed plan, you may need to submit a SQMD Plan Modification.
  3. Schedule your 2026-meter calibration activities early in 2026 so they are completed prior to the end of the audit period (7/31/2026).
  4. Contact Trimark if you have any questions or are new to the SCME requirements. We can guide you through this process.

Please reach out if you have any questions or need assistance with your SQMD Plan Self-Audit readiness.

About Trimark

Trimark Associates, Inc., the industry leader in intelligent energy control and revenue metering, delivers industry-leading solutions to allow real-time operational control, enable informed management of power production operations, ensure regulatory compliance, and maximize revenue. Trimark’s turnkey products, engineering, and customer support services control, measure, and manage all aspects of power production that utility-scale power producers require to maintain peak business performance and achieve financial goals.

Trimark News

Two Entities Join WEIM

May 05, 2026

Market Expands Into 12 Western States Two new entities joined the Western Energy Imbalance Market (WEIM) on May 6, 2026…

Learn More

Trimark is Headed to RE+

Oct 23, 2026

Trimark has some big things to share at RE+ in Las Vegas, November 16-19, 2026. Come visit Trimark in Booth…

Learn More

Trimark Names Mark Kellaher as Chief Operating Officer

Aug 28, 2026

Trimark Associates has named Mark Kellaher Chief Operating Officer. “Mark’s executive leadership, large-scale project delivery experience, operational discipline and strategic…

Learn More

Trimark Adds Proven Training Leader

Jul 24, 2025

Trimark is pleased to announce that Colin Tepfer has joined the company as Director of Training and Education. Colin is responsible…

Learn More

Trimark Validates and Submits Data Required for First “Large Facility” WREGIS Thermal Renewable Energy Credit

May 05, 2022

First “Large Facility” WREGIS Thermal Renewable Energy Credit In May 2022, Trimark Associates, Inc. became the first Qualified Reporting Entity…

Learn More

Inside the OCC: Dean Fagan Talks Planning, Compliance, and Operations

Aug 03, 2026

As Vice President of Real-Time Operations at Trimark, Dean Fagan has a big challenge – building a NERC-compliant, 24/7/365 Operations…

Learn More

Projects

Example Projects

Take a minute to see how Trimark has helped resource owners, EPCs, and ISOs change the electric grid.
View All Projects

Gaskell West 2a, 2b, 2BESS, 3, 4, & 5

Jun 26, 2023

Project Type: 105MW PV, 20MW/80MWh BESS Location: Rosamond, CA Client/EPC: Matrix Renewables Products/Services: Trimark SCADA including Vantage, Trimark Remote Intelligent…

Learn More

Pullman

Jun 26, 2023

Project Type: 22 MW PV Location: Pullman, MI Client/EPC: AES Products/Services: Trimark SCADA, Trimark Historian, Revenue Meter, MET Station, Network…

Learn More

U.S. Navy – Naval District Washington Energy Management

Jan 01, 2019

Installed 1,043 advanced energy meters to track energy usage throughout Northern Virginia, Washington D.C., and Maryland. Work involved 14 separate…

Learn More

Alta Wind 4, 5, 8, and 9

Jan 06, 2019

> Project Type: CAISO meter replacements Alta Wind 4 & 5 – Owned by Clearway Energy Alta Wind 8 –…

Learn More