Quarterly Stability Assessment (QSA) Planning Guide 5.9 Update
Get insights on QSA deadlines and tasks; ensure FIS completion; plan TSPs tasks; comply with model quality tests – PSSE & PSCAD; understand RIOO-IS and RARF transition; good cause exception request process by PGRR103. Popular
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Resource Integration Topics Jay Teixeira ERCOT Resource Integration Working Group October 10, 2023
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 The new release allows entry of resource data into RIOO database rather than use of RARF Migration of RARF forms to RIOO-IS will not be available IE/RE may will have to re-enter data into RIOO-IS if in FIS or Planning stage. Those with an PLD in 2023 may continue to use RARF forms. PLD dates beyond 2023 (even those that slip) will have to re-enter data into RIOO-IS Screenshot document created to help with RIOO-IS 4
PGRR103 Good Cause exception request form Language added by PGRR103 to Planning Guide 5.5 (2) Within 300 days of receiving ERCOT s approval for Initial Synchronization above 20 MVA of a new or repowered Generation Resource or ESR, a Resource Entity shall ensure the Resource meets the conditions established by ERCOT for commercial operations and shall submit a request to ERCOT to commission the Resource. In the event a Generation Resource or ESR will be unable to complete all necessary construction and required testing to commence commercial operations and connect reliably to the ERCOT System within the 300 days, the Generation Resource or ESR may request a good cause exception with sufficient detail, and shall notify ERCOT prior to the planned commercial operation date and provide ERCOT with an updated commercial operation date that the Generation Resource or ESR can reasonably expect to commence operations in a reliable manner. 5
AVR and PSS Telemetry requirements The AVR/PSS Status Points are needed by the ERCOT Operations for Situational Awareness of all the Resources in ERCOT. Part 2 Synchronization will not be approved until the points are provided.. 6
Breaker data for FIS stage implementation of NPRRs 1002, 1026, and applicable portions of column "Energy Storage System (ESS)" upon system 1029 for RRGRR023; or upon system Full Interconnect Study (FIS) - Steady- [RRGRR023 and RRGRR031: Insert implementation of NPRR995 for State, Short Circuit, and Facility Definition / Detailed Description Conventional Generation (Gen) Resource Registration Data Solar Photovoltaic (PV) Screening Study (SS) Distributed Generation Combined Cycle (CC) FIS - Stability Study Full Registration Load Resources Planning Model (R, C, O, A) (R, C, O, A) RRGRR031:] (R, C, O, A) (R, C, O, A) (R, C, O, A) Field Name Notes Wind Line Data (as applicable) Breaker Switch Data (as applicable) Breaker Switch Data X X X X X List Description of Change Select: description of change from drop down list: Add, Change or Delete C Breaker or Switch name as provided in the ERCOT model, which must meet the character limitation of the system. Ensure device name is consistent throughout all Resource Registration information and one-line diagrams. Breaker Switch Data X X X X X enter all caps Switch Name O R Breaker Switch Data X X X X X enter all caps ERCOT Station Name (Station Code or Station Mnemonic) ERCOT Station Code Mnemonic where the breaker or switch is located O R Breaker Switch Data X X X X X Automatic Switch Code Concatenated code automatically provided A A Breaker Switch Data X X X X X Y/N Is This A Fault Isolating Device (e.g. Circuit Breaker) Select Y or N R R R R Breaker Switch Data X X X X X Opened/Closed Normal Operating Status (when in service) Select whether Open or Closed during normal operations R R R R Breaker Switch Data X X X X X kV Voltage Level Enter voltage level of this breaker or switch R R R R Per definition of "Normal Rating" in Section 2 of the ERCOT protocols, the continuous MVA rating of a Transmission Element, including substation terminal equipment in series with a conductor or transformer, at the applicable ambient temperature. The Transmission Element can operate at this rating indefinitely without damage, or violation of NESC clearances. Breaker Switch Data X X X X X MVA Continuous Rating R R R R Per definition of "Emergency Rating" in Section 2 of the ERCOT protocols, the two-hour MVA rating of a Transmission Element, including substation terminal equipment in series with a conductor or transformer, at the applicable ambient temperature. The Transmission Element can operate at this rating for two hours without violation of NESC clearances or equipment failure. Breaker Switch Data X X X X X MVA 2-hr Emergency Rating R R R R Per definition of "15 Minute Rating" in Section 2 of the ERCOT protocols, The 15-minute MVA rating of a Transmission Element, including substation terminal equipment in series with a conductor or transformer, at the applicable ambient temperature and with a step increase from a prior loading up to 90% of the Normal Rating. The Transmission Element can operate at this rating for 15 minutes, assuming its pre-contingency loading up to 90% of the Normal Rating limit at the applicable ambient temperature, without violation of NESC clearances or equipment failure. This rating takes advantage of the time delay associated with heating of a conductor or transformer following a sudden increase in current. Breaker Switch Data X X X X X MVA 15-min Rating R R R R 7
Active RRs PGRR103 - Establish Time Limit for Generator Commissioning Following Approval to Synchronize To be approved by PUCT on Oct 12, 2023?. Nov 1, 2023, effective date PGRR112 - Dynamic Data Model and Full Interconnection Study (FIS) Deadline for Quarterly Stability Assessment initial review by ROS on Oct 5, 2023. 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
August Update: Please use 4 numeric digits for node names Node creation and use Must be entered To create Node Must be entered To create Node 0004 0003 Click to create node 0001 0002 Nodes Created at 34.5 kV 14
Date Relationships and how to change them Change on Substation Details Use Basic Project Information Add a Change Request To Change 15
Changing Contacts RE Contact Scheme To Change from RE Contact Scheme to IE Contact Scheme Primary Contact Full Name: I Me Mine Company: ERCOT RE LLC (RE) An.emailaddress@att.net DUNS: 012345673000 P: 5125551234 Ext: Full Name: I Me Mine Email:An.emailaddress@att.net Phone: 5125551234 IE Contact Scheme Primary Contact Full Name: For You Blue An.emailaddress@att.net P: 5125551234 Ext: Backup Contact Full Name: I Me Mine An.emailaddress@att.net P: 512-5551234 Ext: 16
RARF Attestation Coming Up in September Most entities could not click Make an Attestation button Cause undetermined at the time Should be fixed ERCOT instructed entities to complete Planning Guide Section 8, Attachment A: Declaration of Resource Data Accuracy and attach to RIOO as type Other 17
Attachments for embedded documents Renewable Form Tab Name Files to be include from that tab Proposed RIOO Attachment Type Collector System - RENEWABLE Collection System One Line Diagram Collector Workbook, One-Line CollectorSystem Collection System Detailed Model RAW, SEQ CollectorSystemModel Dynamic Data PSSE Model and MQT VSAT Model and MQT PSSE MMQT,VSAT MMQT PSCAD Model PSCAD Model and MQT PSCAD MMQT Inverter Efficiency Curve Inverter Efficiency Curve Inverter Curve Transmission Form Tab Name Files to be include from that tab RIOO Attachment Type One Line PDF or CAD One Line Diagram One-Line (existing type) Transformer Test Data Transformer Test Data Test Data Attach these documents using Basic CR with type Other until attachment types are available 18
Modifying the Project Details to make corrections that cannot be made in RIOO 19
Modifying the Project Details to make corrections that cannot be made in RIOO Take latest Project Details file, which is an excel spreadsheet and modify the data that cannot be modified in RIOO. Find the tab and modify the data. Re-attach to RIOO as file Other and put _modified at the end of the filename. REG_23INR0424_11-04-2022_modified.xlsx 20
TSPs not Creating RIOO Accounts Correctly Use this document https://www.ercot.com/files/docs/2022/01/14/TS P-Sign-Up-for-RIOO-Services.pdf. Too many TSP employees create IE account because they didn t use the above document Takes several days for ERCOT to fix this issue in the database and in auth0 TSP s and RE s never click this tab! TSP s and RE s start here after USA adds role 21
TSPs not Creating RIOO Accounts Correctly TSP s GINR_M_OPERATOR only RE s RIOORS_M_OPERATOR only 1. Do not do anything until you receive an email from ERCOT. This may take 20 minutes after the role is added. 2. Then click the verify email link in the email. 3. This gives you the RIOO Services log in page. Do not enter an email address or any other username. Click the Don t remember your password link. 4. The next screen enter your email and another email will be sent to you. Click the Change my Password link. 5. You should get a message that your password has been reset successfully. 22
TSPs not Creating RIOO Accounts Correctly 1. Do not do anything until you receive an email from ERCOT. This may take 20 minutes after the role is added. 2. Then click the verify email link in the email. 3. This gives you the RIOO Services log in page. Do not enter an email address or any other username. Click the Don t remember your password link. 4. The next screen enter your email and another email will be sent to you. Click the Send Email link. 5. You should get a message that your password has been reset successfully. Click the Don t remember your password? link 23
TSPs not Creating RIOO Accounts Correctly 1. Do not do anything until you receive an email from ERCOT. This may take 20 minutes after the role is added. 2. Then click the verify email link in the email. 3. This gives you the RIOO Services log in page. Do not enter an email address or any other username. Click the Don t remember your password link. 4. The next screen enter your email and another email will be sent to you. Click the Send Email link. 5. If you do not get the Password Change Request email, contact your USA to make sure the email address is correct. Click the Change my Password link. 6. Change your password by entering your new password twice and click the button. 7. You should get a message that your password has been reset successfully. 24
Is Load associated with INR Not to be checked for Aux Load Battery charging load 26
Load Names for BESS and non-BESS For non-BESS, one load is required per MPT Name = LOAD1 , LOAD2 , etc. For each BESS, two loads are required Name for WSL load = CHARGE1 , CHARGE2 , etc. Name for Aux load, like chillers, = BESS_AUX1 , BESS_AUX2 , etc. 27
Changes to COD and FIS Restudy If the COD is changed and the case that would be used to do FIS study based on new COD is 2 case years or more different than original FIS study case year prior to meeting QSA prerequisites Restudy is Needed TSP to determine FIS study elements that need to be restudied TSP and ERCOT agree after meeting QSA prerequisites Check with TDSP and ERCOT Planning to see if project included in annual planning studies Check that no changes to dynamic model has occurred If Yes to both then no FIS restudies are required Recheck in 1 year OR if COD is delayed further If No to either check than FIS restudy needed TSP to determine FIS study elements that need to be restudied TSP and ERCOT agree What if subsequent COD changes occur? 28
COD Change Example If the original study had a COD date of 2/2023, the original FIS would use the SSWG 23 Summer Peak case (July 1 is the flip date between 23SUM and 24SUM). If the COD then gets delayed to 2/2024, the 24 Summer Peak case would be used if a study was done. But this is only a difference of 1 SSWG case year, so no restudy would be necessary. But if the COD gets further delayed until 8/2024, the 25 Summer Peak case would be used. This is a 2 year SSWG case difference (2025 -2023) so a restudy would be necessary. We use the SSWG cases because they are built for every year for 5 years. I believe the DWG cases are built for 2 year increments, right? If we used the DWG case year difference, the case difference would either be 0 or 2 and possibly trigger too many restudies. 29
Small Gen Clarifications 1. For Small Generation projects, the TDSP should log in to RIOO-IS and enter dates for IA signed date, financial commitment and notice to proceed. This is based on planning guide section 5.4 where this information is provided from the TDSP to ERCOT. 2. Small Generation System Impact Study (SIS) scope is a determination of the TDSP. a) The SIS scope and necessity of the SIS is a determination of the TDSP. b) ERCOT recommends that, at a minimum, a thermal, voltage, short circuit and flicker analysis are performed. c) ERCOT may inquire as to the reasoning why a TDSP states that a SIS may not be required. 3. If an affiliated IE or RE submits a less than 10 MW GIM that is behind the same TDSP station as another planned and affiliated GIM then the new less than 10 MW GIM will need to go through the large gen process. 4. Small generation projects require PSS/E models, PSCAD models, their associated Model Quality Tests and a PSCAD Unit Model Validation. 30
Miscellaneous Reminders 1. Prior to Full Registration, ERCOT requests that the RE reach out to ERCOT at least 30 days prior to the deadline for the desired PLD to allow for calls and edits prior to submittal in RIOO-IS for review. For Full Registration, the desired Production Load Date deadlines can be found in https://www.ercot.com/gridinfo/transmission/opsys- change-schedule. Resource data submitted after 15 days prior to the PLD deadline may not get processed in time to be included in the desired PLD! 2. Load Resource request must be submitted in RIOO-IS at the same time as the Resource (BESS) full registration data submittal. Resource data will not be processed if the Load Resource Request is missing by the PLD deadline. 31
