Grid Operations Updates and Changes - December 2016

MDWG Update to COPS December 14, 2016

ERCOT Data Strategy & MIS Changes Visibility MDWG has a subgroup has first draft of a whitepaper for review White paper is available on MDWG meeting page for December All interested parties are asked to review and bring comments to January 2017 MDWG meeting Kathy Scott (CenterPoint) brought a request to MDWG that additional functionality be provided that would simplify the process of data gathering from TDSPs for CRs Kathy and Kaci Jacobs (TXUE) will work with Client Services to flesh out requirements 3/21/2025 2

NOGRR166 Daily Grid Operations Summary Report Daily Grid Operations report will represent a new direction for reporting Report will be an aggregate report with references to the underlying data It will be rolled out in an incremental fashion New elements will be added as ready Data organization will be an internal ERCOT effort 6-12 months Daily Grid Ops report will be defined with a new NOGRR First release mid-2017 Additions and changes will be made on an on-going basis Impact Analysis has a substantially decreased budget 50-100K ERCOT will bring regular updates to MDWG on progress of internal project 3/21/2025 3

Open Issues Load Forecast Distribution Factor Report NPRR754 Delivered in R6, December 2016 Eliminates hourly reports containing 900K+ lines of data Report is now event-driven and updates when data changes Zero/Null Data in 60-day SCED GRD Report Report currently contains zero values for MW and Price fields above tops of curves These values ought to be nulls Backed out after R4 Analysis in progress, SCR may be required 3/21/2025 4

Missed Postings List October missed some solar data due to an issue with data coming from the vendor MDWG has asked for information around SLAs with the vendor Report is now part of MDWG monthly postings Posted to Transparency page and MDWG Cumulative list 3/21/2025 5

API Quick Start Guide ERCOT has prepared an API Quick-Start Guide for Market Participants Provides updated documentation for setting up automated processes to query the MIS Code samples will be available Interested MPs are invited to help test drive and provide comments 3/21/2025 6

Upcoming Changes R6 In progress Change to Load Forecast Distribution Factors report publishing frequency QSEs in ERCOT Region report automated and published to MIS Go-Live: 12/6-12/8 3/21/2025 7

Accomplishments 2016 1. NOGRR 166 Daily Grid Operations Summary Report Formerly known as NOGRR 084 Updated language and data elements ERCOT proposed internal project to lay groundwork Reports to be Automated Effort is complete ***separate slide*** Load Forecast Distribution Factor Report change Continued socialization and solution proposals MIS Changes Visibility/Change Management Raised awareness of issues related to down-stream impacts of data product changes Process improvements Missed Postings List Implemented new process to publish and maintain historical archive EWS Modification Continued socialization and solution proposals API Quick-Start Guide Started process of evaluating and publishing guide for MPs Disclosure Data User Guide Update Updated version of User Guide for 60-day and 48-hour Disclosure Data CRR Balancing Accounts Extract User Guide New User Guide 2. 3. 4. 5. 6. 7. 8. 9. 3/21/2025 8

Market Reports Review This task was assigned to MDWG (MISUG) in 2013 Goal: Reduce ERCOT labor spent on manual report generation Identify reports generated manually Group by Keep Decommission Automate 3/21/2025 9

Progress by Year 2014 Reports were identified and bucketed 120 manual reports 15 were identified for decommissioning 17 were identified for automation 2015 MISUG reviewed and socialized the reports recommended for discontinuation NPRRs, LPRR, NOGRR were submitted to PRS to discontinue these reports All were approved and implemented in 2015 early 2016 2016 Reports were grouped into CEERs by priority and effort Some reports were reclassified based on need or redendancy Last CEER was implemented in R6 December 2016 3/21/2025 10

Reports to be Decommissioned 15 reports have been recommended for discontinuation/decommissioning MISUG has reviewed the 15 reports that have been recommended for discontinuation NPRRs, LPRR, NOGRR were submitted to PRS to discontinue these reports NPRR654 NPRR655 NPRR657 NPRR658 NPRR659 NPRR661 NOGRR138 LPGRR054 2/23/15 11

Reports to be Decommissioned Report Discontinuance Tracking NPRR, NOGRR, LPGRR Pending Date Title Status Next Steps History Discontinue Ancillary Service Requirement Methodology Assessment Report NPRR654 Approved at TAC 2/26/15 Pending approval at Board 4/14/2015 Previoulsy endorsed at WMS, ROS, PRS and TAC Discontinue Contingency List Changes Due to Weather Report NPRR655 Approved at TAC 2/26/15 Pending approval at Board 4/14/2015 Previously endorsed at WMS, ROS, PRS and TAC After additional discussion with ERCOT Staff, the three reports recommended for discontinuance in NPRR656 are needed for compliance with subsection (d)(1) of P.U.C. Sub. R. 25.505, Resource Adequacy in the Electric Reliability Council of Texas Power Region. Discontinue the Long-Term Weekly Peak Demand Forecast, 36 Month Resource Capacity Report, and Projected Transmission Constraints for Medium Term PASA Reports Withdrawn by MISUG 10/30/14 NPRR656 N/A N/A Discontinue Backup Control Plan Submittal Results, Dispatch Instructions Compliance Metrics, and Backup Control Plan Test Dates and Results Summary Reports Previously endorsed at OWG, WMS, ROS, PRS and TAC NPRR657 Approved at TAC 2/26/15 Pending approval at Board 4/14/2015 Delete Grey Box for Reporting of Back-up Control Plan Submittal Initially tabled at OWG to hear back from Black Start Working Group; now endorsed by OWG and ROS NOGRR138 Approved at ROS 3/12/15 Tabled at TAC 4/30/2015 Changes to Annual Reporting Requirements for RUC Payments Made to Resources with PPAs Effective as of March 1, 2015 NPRR658 Approved by Board 2/10/15 N/A Previously endorsed at WMS, ROS, PRS and TAC Effective 1-2 months after Board approval, and a Market Notice will be sent out at least 30 days in advance before implementation Discontinue RMR Cost Data Deviation Requests/Responses Report NPRR659 Approved by Board 2/10/15 N/A Previously endorsed at WMS, ROS, PRS and TAC Previously endorsed at ROS, PWG, WMS, PRS and TAC NPRR661 Discontinue Posting Profile Data Evaluation Report Approved at TAC 2/26/15 Pending approval at Board 4/14/2015 Alignment with NPRR661, Discontinue Posting Profile Data Evaluation Report Board to consider the associated NPRR661 LPGRR054 Tabled at TAC 2/26/15 4/14/2015 Previously endorsed at PWG and COPS 2/23/15 12

Reports to be Automated Report Description FREQUENCY WHY? CEER NOG9.1.1(1) NOG9.1.1(3) Net Dependable Capability Test Report Net dependable real power capability testing for resources Monthly CEER1 NOG3.3.2.2(6) NOG9.1.2(2) Reactive Capability Test Reactive testing for generation resources Monthly CEER1 Record of when hydro responsive test was received at ERCOT and results. Hydro Responsive Testing Event NOG9.4.1 CEER1 Report of generation resources governor speed tests received from generation entities. Governor Test Results Event NP8.5.1.2(1) CEER1 Attestation that QSEs have the capability to operate in constant frequency control mode Constant Frequency Control Report Yearly NOG9.4.4 CEER1 NP3.10.7.6(2) NP3.10.7.6(3) Generic Transmission Limits Posting of GTL effective in any ERCOT application. Daily CEER1 Has been an open request since Zonal days. I am not aware of a specific PC or OG requirement for ERCOT to put this data together. Monthly synopsis of several items pertaining to real-time operations.. Roll into NOGRR084-ReDo ROS System Operations Report Monthly CSA Report for CRs Information needed by CRs to audit their CSA's ownership. Monthly Stop gap for SCR 734 CEER2 Retail Performance Measures Compliance tracking against ERCOT Retail Protocols Quarterly PUC Rule 33409 CEER2 Customer Billing Contact Information & ESIID Counts by Rep Provides compliance with CBCI that includes ESIID counts Monthly Sub Rule XXXXXX CEER2 IAG RMS Report Trending data on Inadvertent Gain issues RMS meetings PUCT CEER2 ESIIDs that have exercised provider option to not be affiliated with the AREP PUCT to explain the difference with the original Switcher Report ESIIDs Excercising Option Ad-Hoc CEER2 Monthly Transaction Summary Month-end Retail Transaction Volumes Monthly REP request CEER2 Roll into NOGRR084-ReDo Details regarding previous month s Reliability & Commercial Operations. Operations Overview Monthly Requested by market Statement of Financial Position, Statement of Activities, and Statement of Cash Flows No longer necessary to automate. Required by ERCOT s Bylaws, Internal Controls, and Debt Compliance Packages. ERCOT Monthly Financials Monthly QSEs in ERCOT Region List of QSEs in ERCOT Region Monthly NP16.2.4 CEER3 3/21/2025 13

MDWG Meetings Next Meeting Monday, January 23, 2017 9:30 AM 12 PM, WebEx Only 2017 Meetings will move to 4th Mondays On-site Meetings: January, April, July October January 24, 2017 on-site and WebEx February 28, 2017 WebEx March 28, 2017 WebEx April 25, 2017 on-site and WebEx May 23, 2017 WebEx June 27, 2017 WebEx July 25, 2017 on-site and WebEx August 22, 2017 WebEx September 26, 2017 WebEx October 24, 2017 on-site and WebEx December 12, 2017 WebEx 3/21/2025 14