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ERCOT Quarterly Stability Assessment Planning Guide

ERCOT's Quarterly Stability Assessment (QSA) Planning Guide outlines important deadlines, requirements, and processes for integrating new generation resources into the grid. Key topics include initial synchronization dates, dynamic model reviews, duplicate site codes, and generator nameplate ratings. The guide also covers reactive studies, active regulatory requirements, and the current process for large generation projects. Compliance with these guidelines is crucial for ensuring the reliable and efficient operation of the ERCOT grid.

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ERCOT Quarterly Stability Assessment Planning Guide

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  1. Resource Integration Topics Jenifer Fernandes ERCOT Resource Integration Working Group April 16, 2024

  2. 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

  3. 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

  4. RIOO-IS: Duplicate Site Codes New Generation Site: Adding a New Resource or ESR (co-located) still in the INR process 4

  5. RIOO-IS: Duplicate Site Codes Additional Generation at an existing site: Adding another INR to an existing site with the same technology type that is in the INR process e.g. Solar 1(100MW), Solar 2 (50 MW) 5

  6. RIOO-IS: Duplicate Site Codes Under Substation Details “Pick existing substation”. The drop down should bring up list of existing Site codes to select from. 6

  7. RIOO-IS: Duplicate Site Codes Under substation Details the Site Code will auto populate 7

  8. RIOO-IS: Repower For repower start a new Interconnection Request as an RE  Pick an existing substation 8

  9. RIOO-IS: Repower Verify the Substation Code is correct under Substation Details 9

  10. Generator nameplate ratings • Generator ratings (MVA, MW, MVAR) submitted in RIOO-IS application “MW” and substation details (“Ratings and Design”) are the max capability of the unit at the generator terminals. – Where “Generator terminals” in the ERCOT model typically means MV 34.5kV bus for IBRs and 13.8kV bus for conventional units. • The IE/RE is responsible to ensure that the correct MW is studied at each point (LV, MV, POIB) and that the resource can meet other ERCOT requirements (including ERCOT NP 3.15 for Voltage Support Service). 10

  11. Reactive study • Reactive study scenarios which overload equipment will not qualify as meeting ERCOT NP 3.15 requirements for VSS (Voltage Support Service). – For example, any study showing an overloaded transformer will need to either: -Decrease the total MVA flow which is causing the overload or -Based on OEM transformer specifications, revise the transformer rating. 11

  12. Active RR’s • NPRR1212/PGRR114 – PGRR114 requires that before ERCOT approves Initial Energization for a project that will consume Load other than Wholesale Storage Load (WSL) and that is not behind a Non-Opt-In Entity (NOIE) tie meter, the Distribution Service Provider (DSP) must provide ERCOT with Electric Service Identifier(s) (ESI ID(s)). Ensuring that ESI ID(s) are provided before Initial Energization will avoid the creation of (Unaccounted for Energy) UFE for Initial Settlement. • PGRR112 – Dynamic Data Model and Full Interconnection Study (FIS) Deadline for Quarterly Stability Assessment – Approved at TAC for December 1st, 2024, implementation which affects February 1st, 2025, QSA. 12

  13. Generation Interconnection Requests 1,775 active generation interconnection requests totaling 346 GW as of March 31st, 2024 (Solar 155 GW, Wind 35 GW, Gas 15 GW, and Battery 141 GW) (Excludes capacity associated with projects designated as Inactive per Planning Guide Section 5.7.6) 13

  14. Generation Interconnection Requests Small Gen- 39 projects Not Model Ready, 29 projects Model Ready 14

  15. Other contact information • ResourceIntegrationDepartment@ercot.com is distribution list for Resource Integration department • Mailing List – RESOURCE_INTEGRATION@LISTS.ERCOT.COM 15

  16. Questions? Thank you!

  17. 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. 17

  18. 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. 18

  19. 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. 19

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