Sequence and Schedule for Market Trials in RTC+B Task Force Update
Explore the upcoming implementation milestones and schedule for RTC+B Task Force, including the disposition of NPRRs at the next TAC meeting. Get insights into connectivity testing, QSE trials, market notices, and transition to Go-Live. Stay informed about QSE scorecards, telemetry tests, and key phases leading up to the Go-Live date.
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RTC+B Task Force Update Matt Mereness TAC February 27, 2025
Outline - - - Upcoming implementation milestones Current Issues and Schedule for RTCBTF Disposition of three NPRRs for consideration at next TAC meeting 2 2 Public
Sequence and Dates for Market Trials to Go-Live Connectivity testing begins in 2 weeks, QSE Trials in 10 weeks 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 QSE Scorecards & Exit Criteria for each Trial Phase Telemetry Points added to network model. QSE/Vendor Submission Sandbox and 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. 3 Public
Reminder of Details Scope of RTC+B Program Note that NPRRs 1268, 1269,1270 will be added after approval but have no QSE system impacts. RTC+B Program Scope for delivery (as of 10/22/2024) Revision Request NPRR1007 NPRR1008 NPRR1009 NPRR1010 NPRR1011 NPRR1012 NPRR1013 NOGRR211 OBDRR020 NPRR1014 NPRR1204 NPRR1236 NPRR1245 NPRR1246 NOGRR268 PGRR118 OBDR052 NPRR1000 NPRR1054 NPRR1172 Status PUC appv PUC appv PUC appv PUC appv PUC appv PUC appv PUC appv BOD appv BOD appv PUC appv PUC appv PRS- in flight PRS- in flight PRS- in flight ROS- in flight PWG- in-flight TAC- in-flight PUC appv PUC appv PUC appv RTC+B Program revisions ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL ALL (no gray box) 5.7.2(2)&(4)- RUC Clawback Description RTC RTC RTC RTC RTC RTC RTC RTC- Op Guide 2 and 9 RTC- Setting Shadow Price Single Model RTC- State of Charge for SCED/RUC RTC- RUC Capacity Short RTC- Clarification Single Model- Clarification Single Model- Clarification Single Model- Clarification Single Model- Clarification Remove Dynamically Scheduled Resources Remove Oklaunion Exemption settlement S&B Portion of NPRR1172 RUC ClawBack NPRR1014 was written on top of the NPRR963 greyboxes for Set Point Deviation changes. In order to appropriately implement these changes for ESRs, need some of the language from NPRR963. Adapting requirements for Market Submission required field and locking the Energy Offer Curve for Emergency Settlements GREDP Shutdown Exemption- Insignificant addition to overall reporting change. PUCT Emergency Pricing Program- defer automation to RTC+B and report changes. Reason Foundation Foundation Foundation Foundation Foundation Foundation Foundation Foundation Foundation Foundation Supplemental Supplemental Clarifications Clarifications Clarifications Clarifications Clarifications Efficiency Efficiency Efficiency 6.6.5.5 6.6.5.5.1 6.6.5.6 NPRR963 PUC appv Dependency for NPRR1014 4.4.9.3 6.6.9 Implementing in current system August 2024 NPRR1058 PUC appv NPRR965 PUC appv Efficiency NPRR1216 PUC appv Efficiency 4 Public
RTCBTF Issues List First red box is NPRR1269 for 3 policy issues (target April Board) Second red box is IMM NPRR1268 for ASDC changes (target April Board) Third red box is a clean-up NPRR1270 and remove automatic qualification (target April Board) Still need evaluation of State of Charge and AS Duration (target June Board) 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 5 Public
RTCBTF Key Discussions 1/23/2025, 2/7/2025, 2/19/2025 Market Readiness / ERCOT Staff a. Completed review of Handbook #1- QSE Market Submission b. Completed review of Handbook #2- QSE Telemetry Check-Out c. Initial Review of Handbook #3 Open Loop SCED d. Initial Review of Handbook #4 QSE Telemetry Tests e. Draft Operator Training Seminar slides (work-in-progress) f. Added RTC+B Telemetry Changes Training Video to training library Discussion of NPRR 1268- IMM Modifications to ASDCs / IMM staff Discussion of NPRR 1269- ERCOT 3 Parameter Policy issues / ERCOT staff Discussion of NPRR 1270- Clarification and AS Qualification / Nitika Mago State of Charge / AS Duration de-coupled for analysis and target June Board PRS Urgency & Apprv 3/12 TAC approval March 26 File NPRRs (No impacts) Jan 28 Board Approval April 8 PUCT Approval May 15 PRS Table NPRRs Feb 12 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 14, 23, Feb 7,19, March 5, 25 Stakeholder comments in Feb and March 6 Public
Disposition of NPRRs at RTCBTF needed at April Board NPRR1268: IMM Modifications to ASDC General RTCBTF consensus for: IMM-Modified-Blended ASDCs as reflected by: Original NPRR1268 Plus IMM clarifying comments on Feb 5 Plus ERCOT comments filed Feb 19 (on top of Feb 5 IMM) to cap DAM AS Prices (to match RTM) and remove 100-point curve requirement. Non-consensus item: Hunt Energy comments were filed Jan 30th proposing realignment of AORDC. After two meetings, stakeholders leaning toward being a separate NPRR with broader scope for AODRC/ASDC issues. 7 7 Public
Disposition of NPRRs at RTCBTF needed at April Board NPRR1269: ERCOT 3 Parameter Policy issues Issue- AS Proxy Offers: Momentum in favor of ERCOT proposal to use of x% of ASDC as proxy offer floor (evolved compromise after months of discussion) Note that the IMM believes AS Proxy Offer floor should be cost based or $0 (comments filed Feb 6- no language changes) Other notes: Consensus that that AS proxy offers distort the market and should be rare exceptions and quickly corrected. Consensus on the decreasing risk of proxy impacts by passing NPRR1270 to remove automatic AS qualification. ERCOT expected to file comments codifying x = 95%. 8 8 Public
Disposition of NPRRs at RTCBTF needed at April Board NPRR1269: ERCOT 3 Parameter Policy issues (continued) Issue- RUC ASDC: No opposition to ERCOT proposal for RUC Floor on ASDC (in the range of $10-20/MW at tail of AS Plan) to ensure most of AS Plan secured by RUC. ERCOT still studying optimal price floor for RUC. Some momentum to the idea that same ASDC floor in RUC should apply to RTM and DAM ASDCs (relates to NPRR1268). Multiple stakeholders mentioned the potential for filing comments. Issue- AS Ramp Rate sharing Consensus with no issues 9 9 Public
Disposition of NPRRs at RTCBTF needed at April Board NPRR1270: Clarification and AS Qualification Strong consensus in favor of NPRR to remove original protocol concept of expansion of qualification to automatically include all SCED-dispatched resources for ECRS and Non-Spin. Note that all AS qualifications are grandfathered into RTC+B. 10 10 Public
RTCBTF Next Steps ERCOT/RTCBTF continuing to focus on Handbooks and training development for Market Trials in coming weeks. Half-day RTCBTF meeting after WMS on March 5 to focus on the 3 NPRRs prior to March 12 PRS Next TAC meeting should be prepared to vote on all 3 NPRRs for April 8 Board consideration Questions? 11 11 Public
