Quarterly Stability Assessment Requirements and Planning Guide

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This document outlines the requirements and timeline for the Quarterly Stability Assessment (QSA) as part of the ERCOT Resource Integration Working Group. It covers key prerequisites such as completed studies, signed agreements, and model validations needed for a successful QSA process. The Planning Guide provides detailed instructions on the synchronization dates and completion deadlines for different quarters of the year. Adherence to these guidelines ensures the smooth integration of new generation interconnection requests into the ERCOT system.


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  1. Quarterly Stability Assessment Requirements Jenifer Fernandes ERCOT Resource Integration Working Group December 20, 2023

  2. Quarterly Stability Assessment Planning Guide 5.3.5 Every generation interconnection request is required to be studied as part of a Quarterly Stability Assessment according to synchronization date. Planning Guide 5.3.5 (2)- timeline for the QSA is in accordance with the following table: Generator Initial Synchronization Date prerequisites as listed in paragraph (4) below Last Day for an IE to meet Completion of Quarterly Stability Assessment Upcoming January, February, March Prior August 1 End of October Upcoming April, May, June Upcoming July, August, September Prior November 1 Prior February 1 End of January End of April Upcoming October, November, December Prior May 1 End of July Planning Guide 5.3.5 (4): states the prerequisites to be satisfied prior to the large generator being included in the QSA. 2

  3. Prerequisites for QSA Completed and approved FIS All studies must be completed and finalized. Steady state study, Short circuit study, Dynamics study, Facilities study. Completed and approved reactive study Signed SGIA Signed SGIA should include the correct MW amount, inverter type and description of the POIB/POI Financial commitment Notice to Proceed RIOO-Create substation details "Planning" commitment level complete? Received Planning 6.9 substation details in RIOO-IS. Refer to Entering Resource Registration Data in RIOO-IS. Collector System Model [(.raw + .seq) OR .OLR files are accepted] IRR's only. BESS currently optional but recommended. Included as an attachment in a zip folder labeled Collector System Model in RIOO-IS. 3

  4. Prerequisites for QSA Collector System Template (https://www.ercot.com/files/docs/2020/06/30/Collector_System_Tem plate.zip) IRR's only. BESS currently optional but recommended. Included as an attachment in a zip folder labeled Collector System Model in RIOO-IS. PSSE Dynamics Model Model Quality Test Package for PSSE (PGRR075) TSAT Dynamic Model TSAT Dynamic Model for UDM (User defined model) should have the same performance as the PSSE Dynamic Model. Model Quality Test Package for TSAT UDM (PGRR102) TSAT Dynamic Data Approved by ERCOT Operations? Reviewed and approved by ERCOT Operations. PSCAD Model (.psc or .pscx files are accepted) Model Quality Test Package for PSCAD received? PSCAD Unit Model Validation received? 4

  5. Prerequisites for QSA PSSE, PSCAD models and model quality tests validated for usability by ERCOT DSD? To be reviewed and approved by ERCOT once Dynamics Study is approved and PSCAD Dynamic model and MQT are received. Air permit from TCEQ (if required) Declaration of water adequacy (if not IRR) 5

  6. Notes on QSA Following changes to the model after FIS studies are complete may affect the projects QSA qualification: Inverter changes. Changes to the dynamic model after stability study is finalized. Parameter changes. Topology changes. COD is changed and the case that would be used to do FIS study base on new COD is 2 case years or more different that original FIS study case year. Inform the lead TSP and ERCOT early of the changes to determine if restudies are required ahead of the QSA. 6

  7. Questions? Thank you!

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