ERCOT Resource Integration Recommendations for Quarterly Stability Assessment
ERCOT's Resource Integration Working Group, led by Jenifer Fernandes, outlines important guidelines and deadlines for Quarterly Stability Assessments (QSA) and synchronization of generation resources. The group emphasizes the proper planning and review processes to ensure the reliability of the grid. Key areas include Dynamic/PSCAD Model Review, PSSE Model Quality Test, and the use of TSAT models. Changes in procedures such as the phasing out of RARF forms and the need for consistent unit counts are also highlighted. Self-Limiting Facilities are monitored to prevent exceedances of MW limits. Compliance with set criteria like COP and Operational Data Requirements is crucial for effective resource integration.
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Resource Integration Topics Jenifer Fernandes ERCOT Resource Integration Working Group Feb 21, 2024
Quarterly Stability Assessment (QSA) Planning Guide 5.9 Next Deadline for QSA All-Inclusive Generation Resource Initial Synchronization Date Upcoming January, February, March Last Day for an IE to meet prerequisites as listed in paragraph (4) below Prior August 1 Completion of Quarterly Stability Assessment End of October Prior November 1 End of January Upcoming April, May, June Prior February 1 End of April Upcoming July, August, September Prior May 1 End of July Upcoming October, November, December If a GINR is not included in QSA, its Initial Synchronization date will be automatically delayed to the next quarter 2
Quarterly Stability Assessment (QSA) Planning Guide 5.9, Quarterly Stability Assessment Issue s seen in previous QSA s 10 day comment period for FIS Needs to be complete before QSA deadline TSPs need to plan for it Dynamic/PSCAD Model Review Dependent on FIS Stability study Need to meet PG 6.9 15 to 30 days prior to QSA deadline PSSE Model Quality Test Required PSCAD Model Quality Test and Unit Model Validation required TSAT Model Required If PSSE model is UDM, then TSAT model should be UDM and should include MQT 3
RIOO-IS and RARF RARF forms will no longer be used starting in 2024. Some repower projects may need to use RARF forms. New release on 2/22 for NPRR1132 (Communicate Operating Limitations during Cold and Hot Weather Conditions) and RIOO Multi Tech Release. 4
GINR MISC Number of Units consistent between studies, models & MQT and full registration. Restudies might be required if there are changes between studies and full registration model. 5
Self-Limiting Facilities 1 Work will be completed in March 2024 for the report for the ERM and IMM in 3.8.7 (3) (3) On a monthly basis, ERCOT will report to the Reliability Monitor and IMM any instance where a Self- Limiting Facility s actual MW Injections exceeded the MW Injection limit or where actual MW Withdrawals exceeded the MW Withdrawal limit established in the Resource Registration data for the Self-Limiting Facility, based on the telemetry of the injection and withdrawal values provided by the QSE for the registered generator or ESS in the Self-Limiting Facility, as described in Section 3.9.1, Current Operating Plan (COP) Criteria, and in Section 6.5.5.2, Operational Data Requirements, or based on the meter data at the Point of Interconnection (POI) or Point of Common Coupling (POCC) for the Self-Limiting Facility. If ERCOT determines that a Self-Limiting Facility connected at transmission voltage has exceeded either its MW Injection limit or its MW Withdrawal limit established in the Resource Registration data by more than the greater of 5 MW or 3% of the limit, the Self-Limiting Facility shall submit a new generation interconnection request based on the installed MW capacity of the individual Resource(s) and shall deregister as a Self-Limiting Facility at the completion of the generation interconnection process. The Self-Limiting Facility shall be subject to the established MW Injection limit and any established MW Withdrawal limit until the generation interconnection process has been completed. NP 3.8.7 Self-Limiting Facility should be un-grey boxed March 1, 2024. 6
Self-Limiting Facilities 2 TSP s will receive an email whether response is Yes or No: Subject: Substation CORVETTE_PV Self-Limiting Facility Details Body: Substation SUBNAME has the following Self-Limiting Facility details This substation is scheduled: For Production Load Date: 09/30/2028 Self-Limiting Facility: No or Yes Injection Limit: 111 - only if Yes Withdrawal Limit: 99 - only if Yes Sincerely, ERCOT Resource Services This email is to satisfy 3.8.7 (1) (1) A Resource Entity or Interconnecting Entity (IE) for a Self-Limiting Facility may establish a MW Injection or MW Withdrawal limit by submitting an attestation in a form designated by ERCOT through the Resource Registration process. The Resource Entity or IE shall simultaneously provide a copy of the attestation to the interconnecting Transmission and/or Distribution Service Provider (TDSP). All registered generators or Energy Storage Systems (ESSs) within a Self-Limiting Facility shall be represented by a single Resource Entity and a single QSE. 7
Active RRs PGRR112 - Dynamic Data Model and Full Interconnection Study (FIS) Deadline for Quarterly Stability Assessment in review at ROS. 8
Other contact information ResourceIntegrationDepartment@ercot.com is distribution list for Resource Integration department Mailing List RESOURCE_INTEGRATION@LISTS.ERCOT.COM 9
Questions? Thank you!
Current Process for Large Generation Project Wanting Simultaneous Screening Study and Full Interconnection Study (No Construction Bottleneck) 20 Months Assumptions IE submits correct data IE meets all milestones IE does not change equipment TSP has no backlog 6/21/2020 Part 1 Approval 2/1/2020 QSA Deadline 5/1/2020 QSA Complete 7/1/2020 Part 2 Approval Earliest Sync Based on QSA 7/1/2019 Reactive Study 4/1/2019 SS Complete 1/1/2019 6/1/2020 PLD* INR Request Initiated 9/1/2020 Part 3 Approval 1/1/2019 9/1/2020 TSP Complete FIS (10 months) Range 9 to 13 months Kick-Off -2 weeks Sign Study Scope months Received Payment 1 month SS Study months SC month Dynamic months Facility months ERCOT Approved 11/1/2019 - 2/1/2020 2/1/2020 - 6/1/2020 SGIA, NTP & Financial Commitment Days RARF Submission 7/1/2020 - 9/1/2020 2/1/2020 - 7/1/2020 Testing ~5 months SSR Study Completed and Approved *Interim updates are not allowed for new units. Interim update requests must be approved by ERCOT Network Modeling. Construction time for TSP to construct needed facilities not shown. Start of construction dependent on RE giving TSP Notice to Proceed and providing the Funding to construct the interconnection facilities. Length of time needed for construction depends on facilities being constructed. The PLD shown above is normally after completion of construction. 11
New Process for Small Generators TDSP Work Prior to RIOO Submittal (8 to 10 Months Timeline for Projects After the DGR Moratorium) 5/19/2022 Part 1 Approval 1/14/2022 Review required Submissions 1/31/2022 Registration RARF Approval 10/3/2021 Optional Small Gen Review Meeting 1/18/2022 Review RARF 5/31/2022 Part 2 Approval 1/4/2022 5/4/2022 PLD* 7/31/2022 Part 3 Approval Submit INR in RIOO 10/1/2021 8/1/2022 5/4/2022 - 7/31/2022 2/1/2022 - 5/1/2022 10/1/2021 - 1/1/2022 Commissioning Checklists & Testing Days RARF Submission (Prior to PLD) IE/RE Work with TDSP (IA, System Impact Studies, Interconnection Requirements, Operational Limitations, ETC) *Interim updates are not allowed for new units. Interim update requests must be approved by ERCOT Network Modeling. Construction time for TSP/DSP to construct needed facilities not shown. Start of construction dependent on RE giving TSP Notice to Proceed and providing the Funding to construct the interconnection facilities. Length of time needed for construction depends on facilities being constructed. The PLD shown above is normally after completion of construction. RE should have all TSP/DSP studies and IA complete before requesting the scoping meeting. 12
New Process for Small Generators RIOO Submittal Prior to TDSP Work (8 to 10 Months Timeline for Projects after DGR Moratorium) 8/27/2022 Part 1 Approval 4/30/2022 Registration RARF Approval 4/1/2022 1/9/2022 Optional Small Gen Review Meeting Submit required Submissions 4/14/2022 Review required Submissions 9/5/2022 Part 2 Approval 1/4/2022 8/3/2022 PLD* 4/18/2022 Review RARF Submit INR in RIOO 10/31/2022 Part 3 Approval 1/4/2022 11/1/2022 1/4/2022 - 4/1/2022 8/3/2022 - 11/1/2022 5/1/2022 - 8/1/2022 IE/RE Work with TDSP Commissioning Checklists & Testing Days RARF Submission (Prior to PLD) IE/RE Work with TDSP (IA, System Impact Studies, Interconnection Requirements, Operational Limitations, ETC) *Interim updates are not allowed for new units. Interim update requests must be approved by ERCOT Network Modeling. Construction time for TSP/DSP to construct needed facilities not shown. Start of construction dependent on RE giving TSP Notice to Proceed and providing the Funding to construct the interconnection facilities. Length of time needed for construction depends on facilities being constructed. The PLD shown above is normally after completion of construction. RE should have all TSP/DSP studies and IA complete before requesting the scoping meeting. 13