Skeletal System Glossary and Functions

ERCOT Updates NDSWG March 2023 Joel Koepke 3/21/2023

Topics Updates: Contingency Review Annual double-circuit review: In Progress Manual contingency review: Starting Soon NMMS Tech Health Project Ongoing SSWG Node/Breaker Data Maintenance DGR conversions to new style New: Review of NPRR1164 Black Start and Isochronous Control Capable Identification Telemetry: Uninitialized and location of line kV (voice over) Summer weather preparedness declarations (voice over) Resource Definition Framework/Matrix 2 PUBLIC

NMMS Tech Health Project Deployments (Update) Initial deployment was in early December Performance issues experienced Defects identified Upcoming deployments (schedule subject to change) January deployment to fix critical defects Completed February deployment Completed March deployment to improve stability Completed April deployment to improve stability Complete (4/12) May deployment to improve stability (TBD) 3 PUBLIC

SSWG NOMCR Example: Deconsolidating Shunt Devices Bus-Branch The PSSE ID of many shunt devices must be updated to avoid consolidation during topology processing Loads are consolidated if their PSSE IDs are the same Topology Processing Node-Breaker Example: The operations model has 4 loads connected to the same Connectivity Node Group Loads remain unaggregated if their PSSE IDs are different 4 PUBLIC

SSWG NOMCR Example: Deconsolidating Shunt Devices Ongoing submissions must consider collisions with pre-existing PSSE IDs at the same ConnectivityNodeGroup 5 PUBLIC

SSWG NOMCR Example: Substation Numbering The Topology Processor will use the PSSE ID of Substation instances when creating node/breaker Planning models. 6 PUBLIC

Recap - Transitioning to Simplified Modeling of DGR and DESRs TSP Station Old-Style New-Style Transmission Network Transmission Network DGR Station TSP Station Single substation with load and generator modeled at transmission voltages CIM Load CIM Load Line Multiple substations with load and generator modeled at distribution voltages 7 PUBLIC

DGR Conversion Update ERCOT s goal is to convert all old-style (pre-moratorium) DGRs to the new style of modeling by the end of 2023 New-Style DGR metrics as of 4/13/23: 45 DGR/DESRs: 27 are modeled in the new way 13 have been converted 14 are new Resources 18 still remain modeled in the old way 10 are in the process of being converted 8 have not been scheduled Transmission Network TSP Station Single substation with load and generator modeled at transmission voltages 8 PUBLIC

NPRR1164 Black Start and Isochronous Control Capable Identification Summary: Creates definitions for: Black Start Capable Resource Isochronous Control Capable Resource Synchronism Check Relay Synchroscope Requires REs to identify Resources that are: Black Start Capable, and Isochronous Control Capable Requires REs and TSPs to identify breakers and switches which have: Synchroscope, and Synchronism Check Relays 9 PUBLIC

NPRR1164 New Definitions NPRR1164 creates 4 new definitions in section 2.1 10 PUBLIC

NPRR1164 3.14.2 Updates 11 PUBLIC

NPRR1164 Updating in NMMS Metrics from Network Operations Model: Circuit Breakers (18,670) Synchronism Check Relay: 286 Synchroscope: 1,341 Both: 158 Disconnectors (45,850) Synchronism Check Relay: 0 Synchroscope: 0 Both: 0 Breaker and Disconnector instances already have attributes to hold this information 12 PUBLIC

Weatherization Attestations Appendix A Substations are associated to TSPs based on the ownership and operatorship of equipment within the station. Substation ABC Owners: Company A Operators: Company A A substation will be associated if any equipment (a Transmission Facility) is owned or operated by the TSP Transmission Facility = transmission voltage element inside the fence owned or operated by the TSP A substation may require a response from multiple TSPs Breaker 123 Owners: Company A Operators: Company A Company B Transformer 1 Owners: Company C Operators: Company D Example: A response for substation ABC will be required by Company A, Company B, Company C, and Company D 13 PUBLIC

Company, Operatorship, and Ownership Instances Substations were added to Appendix A based on the Company instance. Company Operatorship Ownership Ownership Ownership and Operatorship instances must be under the company which submits the model changes and is contained within the Digital Certificate 14 PUBLIC

TSP Appendix A Which Substations Require a Response? Every substation in Appendix A requires a response; rows cannot be deleted. Brief summary of activities or references to supplemental files Reason substation is not covered by the declaration Maximum experienced temperature value 15 PUBLIC

Appendix A Excluding Substations from the Declaration To exclude a substation from the Declaration, a reason from a pre-defined list must be selected. New Reasons for excluding the substation can be selected via a drop down in Excel 16 PUBLIC

TSP Appendix A Summary of Activities A summary of weatherization activities must be provided within the Excel file. Activities can be listed within the cell or supplemental attachments can be referenced 17 PUBLIC

Resource Definition Framework/Matrix Generation Energy Storage Loads 18 PUBLIC

Resource Definition Framework/Matrix - Loads Resource Loads providing any service** Demand and Price Responsive Loads Load Resource Basic Load Resource Rapid Respose Load Resource Controllable Load Resource Programs or Services offered by Load Serving Entities or Self-Controlled by the End Use Customer* UFR @ 59.85 Hz 15 cycle UFR @ 59.70 Hz 30 cycle Aggregate Load Resource (ALR) * Example Remotely controlled thermostats, etc ** Service includes load reduction, 4CP response, exported energy, etc 19 PUBLIC

Resource Definition Framework/Matrix - Generation Resource Generators providing any service** Unregistered Generation Generation Resource (ERCOT Dispatchable) Settlement Only Generator Distribution Connected Transmission Connected Transmission Connected Distribution Connected Distribution Connected Settlement Only Transmission Self- Generator* Transmission Generation Resource Distribution Generation Resource Settlement Only Transmission Generator Unregistered Distribution Self -Generator Settlement Only Distribution Generator Unregistered Distribution Generator >10MW >10MW >1MW and <10MW > 1 MW and <10MW >1 MW Unregistered generator >1 MW but doesnt export > 1MW and <10MW [Must register w/ ERCOT when >1 MW and exports or: may choose to register if <1 MW] up to <10 MW Unregistered generator <1 MW Required for any Distribution connected generator > 10 MW Register PUC as self generator Register PUC as self generator **Settlement Only Generators cant participate in Ancillary Services Market, RUC, SCED, or make Energy Offers. *Transmission Self Generator may occasionally export, but does not generate with the intent to sell at wholesale 20 PUBLIC

Resource Definition Framework/Matrix - Storage Resource Energy Storage providing any service** Unregistered Energy Storage Settlement Only Energy Storage Energy Storage Resource Distribution Connected Distribution Connected Distribution Connected Transmission Connected Transmission Connected Settlement Only Transmission Energy Storage Settlement Only Transmission Self-Storage* Unregistered Distribution Energy Storage <10MW >10MW <10MW >10MW Settlement Only Distribution Energy Storage Unregistered Distribution Self -Storage Register w/ PUC as self generator and must register with ERCOT when > 1 MW or may choose to register < 1 MW <10MW Unregistered energy storage >1 MW but doesnt export Unregistered energy storage <1 MW Must register w/ ERCOT when > 1 MW and exports or: may choose to register <1 MW Register PUC as self generator **Settlement Only Generators cant participate in Ancillary Services Market, RUC, SCED, or make Energy Offers. *Transmission Self Generator may occasionally export, but does not generate with the intent to sell at wholesale 21 PUBLIC

Resource Definition Framework/Matrix - Generation Resource Generators providing any service** Unregistered Generation Generation Resource (ERCOT Dispatchable) Settlement Only Generator Distribution Connected Transmission Connected Transmission Connected Distribution Connected Distribution Connected Settlement Only Transmission Self- Generator* Transmission Generation Resource Distribution Generation Resource Settlement Only Transmission Generator Unregistered Distribution Self -Generator Settlement Only Distribution Generator Unregistered Distribution Generator >10MW >10MW >1MW and <10MW > 1 MW and <10MW >1 MW Unregistered generator >1 MW but doesnt export > 1MW and <10MW [Must register w/ ERCOT when >1 MW and exports or: may choose to register if <1 MW] up to <10 MW Unregistered generator <1 MW Required for any Distribution connected generator > 10 MW Register PUC as self generator Register PUC as self generator **Settlement Only Generators cant participate in Ancillary Services Market, RUC, SCED, or make Energy Offers. *Transmission Self Generator may occasionally export, but does not generate with the intent to sell at wholesale 22 PUBLIC

Resource Definition Framework/Matrix - Generation Generation Resource (ERCOT Dispatchable) GR Transmission Connected Distribution Connected Transmission Generation Resource Distribution Generation Resource TGR GR DGR >10MW >10MW >1MW and <10MW > 1 MW and <10MW Required for any Distribution connected generator > 10 MW 23 PUBLIC

Resource Definition Framework/Matrix - Generation Settlement Only Generator SOG Distribution Connected Transmission Connected Settlement Only Transmission Self- Generator* Settlement Only Transmission Generator SODG SOTG SOG Settlement Only Distribution Generator SOTSG >1 MW > 1MW and <10MW [Must register w/ ERCOT when >1 MW and exports or: may choose to register if <1 MW] up to <10 MW Register PUC as self generator * SOTSG may occasionally export, but does not generate with the intent to sell at wholesale 24 PUBLIC

Resource Definition Framework/Matrix - Storage Energy Storage Resource ESR Distribution Connected Transmission Connected DESR TESR ESR <10MW >10MW <10MW >10MW 25 PUBLIC

Resource Definition Framework/Matrix - Storage Settlement Only Energy Storage SOESS? (not used) Distribution Connected Transmission Connected Settlement Only Transmission Energy Storage Settlement Only Transmission Self-Storage* Settlement Only Distribution Energy Storage SOTESS SODESS Register w/ PUC as self generator and must register with ERCOT when > 1 MW or may choose to register < 1 MW SOESSSS!?! (not used, yet) <10MW Must register w/ ERCOT when > 1 MW and exports or: may choose to register <1 MW * Self storage may occasionally export, but does not generate with the intent to sell at wholesale 26 PUBLIC

Summary ERCOT models all generation and storage Generation or storage within the distribution system will require additional ERCOT, TDSP, and RE coordination: DGRs DESRs SODGs SODSGs SODESSs SODESSSSs?!?! 27 PUBLIC