RTC+B Task Force Update - Program Review and Market Trials Planning

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Providing an update on RTC+B Task Force activities, including program review highlights, upcoming issues for discussion, and the sequence of potential dates for market trials. The post outlines plans for meetings and review cycles, emphasizing key principles, concept approvals, and coordination efforts for effective implementation. It also mentions the QSE attestation process and details the steps leading to the transition to Go-Live in the market.


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  1. RTC+B Task Force Update Matt Mereness RTCBTF June 14, 2024

  2. Outline - - - - - Brief Program update: RTC+B Program Update from April Board T&S Reminder of RTCBTF Review Cycle Review of Issues List Upcoming RTC+B Clarification NPRRs Today s Issues List for Discussion: - Issue 3 - Framework for periodic analysis comparing RTC and the current ORDC design - Issue 20 - Review of the Energy and AS Offer Caps in the context of Current Policy - Issue 9-10 - Market Readiness and Technical Workshops - Issue 18 - Placeholder for MPs discussion of AS Demand Curves 2 2 Public

  3. RTC+B Program Update (excerpt from June Board T&S RTC Update) 3 Public

  4. Sequence and Potential Dates for Market Trials (dates subject to change while in Planning phase) May 2025 June 2025 July 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 QSE Attestation 9 months before Trials Each activity will have a public-facing Scorecard and exit Criteria 3-4 months 2 months 1 month Open-loop RTC SCED (QSE offers, SCED non- binding award/dispatch) RTC QSE Submission Testing (Submit COP, RT AS Offers, DAM Virtual AS, Outages for ESRs) Closed-loop SCED/LFC (QSE RTC offers and telemetry to support closed-loop frequency control test 2-3 tests of 2-4 hour durations) Transition to Go-Live Upon completion of testing, confirmation of ERCOT and market readiness for Go-Live. QSE Telemetry Tests (Individual QSE to follow UDSP and support new ramp rate and ESR telemetry) RTC QSE Telemetry Check-out (QSEs add/verify new telemetry points for UDSP, New ramp rates, ESR telemetry) Day-Ahead Market (Non-binding DAM using QSE offers for at least 2 tests) Current draft of the earliest possible dates for Market Trials and Go- Live that have been shared through TWG and the RTC+B Workshops, in support of Market Participants readiness at RTCBTF. Actual Market Trials and Go-Live milestones are to be determined and will be communicated no later than 9/30/24. 1-2 months 4 Updated 2024-05-22 Public

  5. Plans for Meetings and Review Cycles Reminder of RTC+B Program Scope RTC Key Principles were approved to lay foundation of NPRR1007-1013 Consolidated Key Principles: https://www.ercot.com/files/docs/2020/04/01/RTC_Key_Principle_Quick_Reference.docx Library of Key Principles: https://www.ercot.com/mktrules/puctDirectives/rtCoOptimization Battery Key Topic Concepts approved to lay foundation of NPRR1014 https://www.ercot.com/mktrules/keypriorities/bes RTC State-of-Charge accounting in NPRR1204 Objective is to present concepts or issues that need to be resolved for an effective implementation. Coordinating timelines for interface requirements and testing, Providing the forum for any analysis or policy decisions (such as parameter values) Coordinating market readiness and cutover activities, Review draft Revision Requests or other artifacts necessary to successfully implement the program within the identified timeframes, and discussing other details as needed. Lessons learned from RTCTF to avoid being delayed in decisions: Meeting #1: Initial concept presented by ERCOT staff Meeting #2: Comments and alternatives presented by MPs Meeting #3: RTCTF consensus achieved or escalated to TAC for a vote to decide the matter. 5 Public

  6. Current RTCBTF Issues List Link to issues on RTCBTF home page Protocol needed? No No No VCMRR NPRR Source Type Id Issue to resolve Approval Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 1 2 3 Parameters for Ancillary Service proxy offers (values for the parameters) ASDCs for use in Reliability Unit Commitment (RUC) studies (values for parameters) Framework for periodic analysis comparing RTC and the current ORDC design KP 1.1(8) Policy Policy Analysis TAC TAC No RTCTF issue RTCTF issue RTCTF issue 4 Verifiable Cost Manual (Change for on-line hydro Resources per Key Principle 1.3(3)) Other TAC RTCTF issue Normal process Exisiting processes Exisiting processes No Existing processes TAC No TAC TAC TAC TAC TAC TAC 5 Additional review of transmission constraint max. shadow price values (Sec 22 protocols per NPRR1211) Policy Yes RTCTF issue Operation Procedures (e.g., removing SASM and HASL/LASL), note to include any needed discussion on triggers for initiating off-cycle SCED execution 6 Readiness No RTCTF issue 7 Business Practice Manuals (e.g., changes to COP and telemetry) Readiness No RTCTF issue 8 Mapping of bill determinants to extracts and reporting for developing shadow settlement Readiness No RTCTF issue 9 Changes to ICCP handbook, and documentation for non-ICCP market submissions Readiness No RTCTF issue 10 11 12 13 14 15 16 17 Market trials/training/annual seminar engagement (release plans/dates for market trials) Any details MPs need for designing their control systems Scaling Factor Values for RegU and RegD (ie, ramp sharing as values, dynamic or static?) How DRRS would work in an RTC paradigm Inclusion of firm load shed in the pricing run - (RTC changes to align with NPRR1081) Various protocol references need to be updated RTC SOC duration parameter discussion RUC Capacity Short Calculations with SOC Readiness Readiness Other Other Policy Other Policy Policy No No No Yes Yes Yes No NPRR RTCTF issue RTCTF issue ERCOT 2023 ERCOT 2023 ERCOT 2023 ERCOT 2023 ERCOT 2023 ERCOT 2023 18 RTCBTF 1/12/24 Review of the AS Demand Curves in the context of current policy. Other No No Normal process 19 RTCBTF 1/12/24 Emergency Price Program alignment to RTC (imbedded within NPRR1216, monitor only for RTCBTF) Policy Yes 20 RTCBTF 4/10/24 Review of the Energy and AS Offer Caps in the context of current policy. Other No No Blue is to reflect new or updated dates of review Gray is to reflect existing review schedule Green is to reflect completion 6 Public

  7. Upcoming RTC+B Clarification NPRRs RTC+B NPRR next steps: RUC Capacity Short NPRR1236 is going to July PRS Meeting Verifiable Cost Hydro MOC will be part of clarifying NPRR ERCOT is developing at least 2 clarifying NPRRs with target of July drafts: Clarification NPRR after completing business requirements (eg, drift in baseline since 2019, discrepancies and/or small gaps found during business requirement development) Clarification NPRR as an extension of NPRR1014 Single Model to clarify single model language in other areas of protocols. Note- All changes are intended to be as designed clarifications, aligned with Key Principles, and have no system impacts. Current plan is to share initial drafts with RTCBTF, and then ERCOT will formally file as NPRRs to allow vetting of comments via existing PRS process and supported by RTCBTF to thoroughly review. 7 Public

  8. Proceed with rest of meeting - Issue 3 - Framework for periodic analysis comparing RTC and the current ORDC design - ERCOT has updated the publicly available RTC Excel tool and will be posted to RTCBTF home page - Solicit any further comments from MPs (beyond Luminant feedback from last meeting)? - Issue 20 - Review of the Energy and AS Offer Caps in the context of Current Policy - Review last month s presentation and see if any questions. - Issue 9-10 - Market Readiness and Technical Workshops - Walk-though outline of market trials sequence and objectives - Walk-though of telemetry changes shared at RTC+B Technical Workshop - Issue 18 - Review of the AS Demand Curves in the context of current policy - ERCOT Operations to provide some feedback on questions from prior RTCBTF meetings - - Potentially end by 1pm Next meeting in-person/WebEx on Wednesday July 17, 2024 8 Public

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