RTC+B Task Force Update - Market Readiness and Trials Overview

RTC+B Task Force Update - Market Readiness and Trials Overview
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Within this update, the RTC+B Task Force discusses ongoing tasks such as NPRRs review, State of Charge updates, and Market Trials readiness. Essential issues, updates, and timelines are outlined, leading towards the Go-Live phase. The document provides a comprehensive overview of the progress made, tasks pending resolution, and the planned sequence of events leading up to the final implementation.

  • Task Force Update
  • Market Readiness
  • Trials Overview
  • NPRRs Review
  • State of Charge
  • Go-Live

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  1. RTC+B Task Force Update Matt Mereness RTCBTF Feb 7, 2025

  2. Outline - Focused discussion today: - Work on 3 NPRRs (NPRR1268, 1269, 12970) - Review comments and presentations - Verbal update on State of Charge AS Duration Discussion - Market Readiness - ESR Model names posted - DAM ESR training - IT Updates to TWG 2 2 Public

  3. RTCBTF Issues List First red box is NPRR1269 for 3 policy issues Second red box is IMM NPRR1268 for ASDC changes Third red box is a clean-up NPRR1270 and remove automatic qualification Still need evaluation of State of Charge and AS Duration Protocol needed? Yes Yes Yes Yes Issue to resolve Approval PUCT PUCT PUCT PUCT Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Parameters for Ancillary Service proxy offers (values for the parameters) Scaling Factor Values for RegUp/RegDown (ie, ramp sharing as values, dynamic or static?) ASDCs for use in Reliability Unit Commitment (RUC) studies (values for parameters) RTC SOC duration parameter discussion Market Trials RTC Simulator Analysis for periodic analysis comparing RTC and the current ORDC design KP 1.1(8) - Historical Operating Days identified by RTCBTF - Additional review of transmission constraint max. shadow price values (Sec 22/per NPRR1211) - Review of AS Demand Curve in context of current policy - Consider AS Indifference TBD TBD Clean-up Revision Requests to address as-builts and clarifications, as needed Market Readiness - Release Market Trials Sequence and Potential Dates (May 2024) - RTC+B Technical Workshops and release interface specifications (May-June 2024) Explanation of ICCP Changes (Abhi Gari Masanna- May RTCBTF) Explanation of Market Submission (Nathan Smith- August RTCBTF) - Release and review Market Trials Plan with RTCBTF (TAC endorsed October 2024) - Execute QSE Attestation (completed August 2024) - Announce Planned Go-Live Date (September 2024) - Outline of Readiness Training modules - Delivery of Training modules to RTCBTF Training page - Market Trials Handbooks for 5/5/25 Trials (Market Submission and Telemetry Check-out) - Market Trials Handbook for 7/7/25 Trials (OpenLoop SCED and QSE Telemetry Testing) - Market Trials Handbook for 9/2/25 Trials (Closed-Loop Test and Day-Ahead Market) - Annual Operations Training Seminar (6-weeks) - Go-Live Transition Plan - Any protocol and/or PUCT waivers needed for market trials and/or transition to Go-Live - RTCBTF issues- a. Operation Procedures (e.g., removing SASM and HASL/LASL), note to include any needed discussion on triggers for initiating off-cycle SCED execution, b. Business Practice Manuals (e.g., changes to COP and telemetry), c. Market trials/training/annual seminar engagement (release plans/dates for market trials), d. Any details MPs need for designing their control systems Yes PUCT Complete Complete Complete Complete No TAC Complete Complete Complete Complete 3 Public

  4. Sequence and Dates for Market Trials to Go-Live 30-day Market Notice 11/5/25 March/April Start 5/5/25 Start 7/7/25 Start 9/2/25 Go-Live 12/5/25* 2025 May 2025 June 2025 July 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Telemetry Points added Prod EMS model. QSE/Vendor Submission Sandbox and QSE Scorecards & Exit Criteria for each Trial Phase 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) Ongoing Open-Loop & Periodic 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) * Go-Live date reflects 12/5/2025 as first Operating Day where 12/4/2025 is planned software migration. 4 Public

  5. Summary and Timeline of NPRRs that will be in flight NPRR1268 for ASDC Modifications (IMM sponsor) NPRR1269 for Parameter/Policy Changes (ERCOT sponsor) - AS Proxy Offer Floors - ASDCs for Reliability Unit Commitment - Ramp Rate Sharing - AS Duration Requirements (ie, State of Charge) NPRR1270 for AS Qualification details (ERCOT sponsor) State of Charge TBD but target July Board Timeline and vetting of RTC+B NPRRs PRS Urgency & Table NPRRs Feb 12 PRS Approval March 12 TAC approval March 26 File NPRRs (No impacts) Jan 28 Board Approval April 8 PUCT Approval May 15 Jan 2025 Feb 2025 Mar 2025 Apr 2025 May 2025 June 2025 ERCOT window for re-factoring development ERCOT market trials deployed and begin on May 5, 2025 RTCBTF: Jan 23, Feb 19, add 1-2 meetings Stakeholder comments in Feb and March 5 5 Public

  6. RTCBTF Discussion today Discussion of NPRR 1268- IMM Modifications to ASDCs / IMM staff a. Hunt Energy Comments 1/30/25 b. IMM filed comments 2/5/25 c. ERCOT verbal discussion to remove 100 point requirement on ASDC Discussion of NPRR 1269- ERCOT 3 Parameter Policy issues / ERCOT staff a. AS Proxy Offer Floor - IMM comments filed 2/6/25 b. RUC ASDC - ERCOT to share analysis in presentation c. Ramp sharing Discussion of NPRR 1270 Clarification and AS Qualification / Nitika Mago Verbal update on State of Charge and AS Duration next steps / Nitika Mago Market Readiness / ERCOT Staff a. ESR Model naming convention and post spreadsheet b. DAM ESR Offers c. IT updates from TWG 1/30/25 (RTC Digital Certs and ICCP requests) Potential extra meeting- Friday March 7 (before March 12 PRS meeting) 6 Public

  7. Discuss Feb 19th RTCBTF Meeting Protocol needed? Yes Yes Yes Yes Issue to resolve Approval PUCT PUCT PUCT PUCT Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Parameters for Ancillary Service proxy offers (values for the parameters) Scaling Factor Values for RegUp/RegDown (ie, ramp sharing as values, dynamic or static?) ASDCs for use in Reliability Unit Commitment (RUC) studies (values for parameters) RTC SOC duration parameter discussion Market Trials RTC Simulator Analysis for periodic analysis comparing RTC and the current ORDC design KP 1.1(8) - Historical Operating Days identified by RTCBTF - Additional review of transmission constraint max. shadow price values (Sec 22/per NPRR1211) - Review of AS Demand Curve in context of current policy - Consider AS Indifference TBD TBD Clean-up Revision Requests to address as-builts and clarifications, as needed Market Readiness - Release Market Trials Sequence and Potential Dates (May 2024) - RTC+B Technical Workshops and release interface specifications (May-June 2024) Explanation of ICCP Changes (Abhi Gari Masanna- May RTCBTF) Explanation of Market Submission (Nathan Smith- August RTCBTF) - Release and review Market Trials Plan with RTCBTF (TAC endorsed October 2024) - Execute QSE Attestation (completed August 2024) - Announce Planned Go-Live Date (September 2024) - Outline of Readiness Training modules - Delivery of Training modules to RTCBTF Training page - Market Trials Handbooks for 5/5/25 Trials (Market Submission and Telemetry Check-out) - Market Trials Handbook for 7/7/25 Trials (OpenLoop SCED and QSE Telemetry Testing) - Market Trials Handbook for 9/2/25 Trials (Closed-Loop Test and Day-Ahead Market) - Annual Operations Training Seminar (6-weeks) - Go-Live Transition Plan - Any protocol and/or PUCT waivers needed for market trials and/or transition to Go-Live - RTCBTF issues- a. Operation Procedures (e.g., removing SASM and HASL/LASL), note to include any needed discussion on triggers for initiating off-cycle SCED execution, b. Business Practice Manuals (e.g., changes to COP and telemetry), c. Market trials/training/annual seminar engagement (release plans/dates for market trials), d. Any details MPs need for designing their control systems Yes PUCT Complete Complete Complete Complete No TAC Complete Complete Complete Complete 7 Public

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