Resource Integration Topics and Quarterly Stability Assessment Guidelines

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Explore the Resource Integration Topics discussed in the ERCOT Working Group and delve into the Quarterly Stability Assessment (QSA) Planning Guide. Learn about important deadlines, synchronization dates, and critical considerations for a successful assessment process. Discover the updated RIOO-IS system and common issues faced, along with guidance on node creation, data entry, and database migration.


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  1. Resource Integration Topics Jay Teixeira ERCOT Resource Integration Working Group April 26, 2023

  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 Updated 12/9/2022 The new release allows entry of resource data into RIOO database rather than use of RARF The existing RARF forms that were in RIOO-IS were supposed to be migrated to the new database Migration effort is delayed and completion date unknown IE/RE may will have to re-enter data into RIOO-IS or wait for Migration effort 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

  5. RIOO-IS Issues - Node creation and use - Date Relationships and how to change them - Changing Contacts - RARF Attestation - Attachments for embedded documents - Modifying the Project Details to make corrections that cannot be made in RIOO - TSPs not Creating RIOO Accounts Correctly - TSPs still requiring use of RARF forms from RE s 5

  6. Node creation and use Must be entered To create Node Must be entered To create Node Click to create node Nodes Created at 34.5 kV 6

  7. Date Relationships and how to change them Change on Substation Details Use Basic Project Information Add a Change Request To Change 7

  8. 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: 8

  9. RARF Attestation 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 9

  10. 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 10

  11. Modifying the Project Details to make corrections that cannot be made in RIOO 11

  12. 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 12

  13. 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 13

  14. 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. 14

  15. 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 15

  16. 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. 16

  17. TSPs still requiring use of RARF forms from REs 1. Do not do anything until you receive an email from ERCOT. This may take 20 minutes after the role is added. 1. Why? 2. Can the RIOO export be used? 17

  18. Topics from Market Participants Import template into RIOO-IS for substation data Current process is tedious and a template function would significantly improve the application process import process not part of current plan Revised export template for substation data not heard this. Revised how? Both TSPs and IEs agree that the current export template format is undesirable and needs to be redone in a manner to make the data easier to read For Full RARF /completed substation data applications for PLD, linking new sites to already modeled sites behind the same POI for substation data and breaker/switch information For example, co-located site behind the POI where the solar portion is already in the system but the newer incoming BESS data does not link to the solar mapping info for nodes This will be fixed in Multi Techtypes and Repower release Incorporating a proper BESS template with applicable BESS data for RIOO-IS applications GEN form still being used which is outdated This will be fixed in ESR release Additional information needs to be requested by TSP Update on Repower applications in RIOO and transferring data over req mts in progress Update on transferring other non-repower operational projects into the new system why? SGIA s are found on PUC website but not in RIOO 18

  19. Active RRs PGRR103 - Establish Time Limit for Generator Commissioning Following Approval to Synchronize (OWG/PLWG) To be reviewed by TAC on May 23, 2023. 19

  20. Other contact information ResourceIntegrationDepartment@ercot.com is distribution list for Resource Integration department Mailing List RESOURCE_INTEGRATION@LISTS.ERCOT.COM 20

  21. Questions? Thank you!

  22. 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. 22

  23. 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. 23

  24. 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. 24

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