Meeting Summary - 05/12/2025 DSWG Meeting

▶️1 - Introduction & Anti-trust Admonition

▶️2 - Self-Provisioning for Load Resources with Under-Frequency Relays (UFRs)

RTCB-LoadResource_Self-Provisioning_DSWG_05122025_Final.pdf

• Anthony Pataray, from demand integration at ERCOT, led the discussion.
• The main focus was to address numerous questions from QSEs about self-provisioning for load resources.
• A slide deck was created to explain the workings and reasoning behind self-provisioning for load resources.

▶️2.1 - Introduction to Self-Provision

• Self provisioning allows QSEs to cover their ancillary service position with load resources operating with a UFR.
• If a QSE has an obligation, it can telemeter the self-provision amount, ensuring AS obligations are met in real time.
• Self provision is distinct from self arrangement.
• Currently applies to NCLRs qualified for ancillary services operating with a UFR, specifically RRS UFR, RRS FFR, and ECRS resources with a UFR.
• ECRS can also be provided by load resources, whether or not they operate with a UFR.
• Telemetered in real time for self provision of AS.
• Created in response to market participant concerns to prevent frequent AS reassignments and arming/disarming of UFRs.

▶️2.2 - Self-Arrangement vc Self-Provision

• Self-arrangement and self-provision are two completely different concepts.
• Self-arrangement remains unchanged in RTC+B and applies only to the day-ahead market.
• It allows QSEs with an ancillary service obligation to procure ancillary services (AS) on their own, preventing ERCOT from purchasing AS on their behalf.
• Self-provision is a new concept that applies solely to the real-time market.
• It is done through telemetry and aims to reduce reassignments during real-time operations.
• Self-provision allows QSEs to avoid frequent arming or disarming of their relays.

▶️2.3 - Self-Provision Achieved via Telemetry Points

• Self-provision is achieved through telemetry points.
• The information regarding telemetry points is available on the RTC ERCOT webpage as part of the ICCP change request.
• The setup of telemetry points is essential for RTC+B.
• The legend in the presentation slide is helpful in understanding the setup.
• Telemetry points discussed include self-provided RRS UFR, RRS FFR, and self-provided ECRS, which QSEs must set aside their obligation for.
• Existing ICCP from QSEs, including responsibilities and schedules, will be removed.
• Resource status changes: Current statuses will be eliminated, except for the red RTC-only resource status.
• Shift from ancillary service-based telemetry for resource statuses to ONL and OUTL.
• Key takeaway: Self-provision will be a telemetry-based process.

▶️2.4 - Validation Rules of Self-Provision

• Validation rules are essential in self-provision.
• Under-frequency relay must be armed.
• Load resources are validated against telemeter AS.
• QSE cannot self-provide more than its total ancillary service position.

▶️2.5 - Self-Provision Scenarios

• Assumption that all load resources are completely and fully qualified for each entry service.
• All load resources are expected to have a standard/acceptable offer.
• ERCOT encourages QSEs to always have an offer during RTC.
• ECRS awards in scenarios are for ECRS operating with a UFR.

▶️2.5.1 - Scenario 1

• NCLR holds a 15 megawatt RRS AS position, awarded through 10 megawatts in the DAM and 5 megawatts via RRS trade.
• Telemetry details include QSE to ERCOT and ERCOT to QSE.
• Resource must carry 15 megawatts, with net power flow and MPC set at 15 megawatts, and zero LPC.
• Resource status is set to ONL, and UFR needs to be armed as part of validation rules.
• Includes self-provided RRS telemetry point and current capability to provide UFR.
• SCED awards 15 MW, as SCED respects the 15 MW self-provided RRS and capability.

▶️2.5.2 - Scenarios 2 and 3

• Scenarios 2 and 3 are similar, except NCLR 2 has 25 MW of RRS, 10 MW of ECRS, with no additional room to provide AS.
• NCLR 2 awards 25 MW of RRS, respecting self-provided amount, and 10 MW for ECRS.
• Scenario 3: 10 MW RRS, 25 MW ECRS, resource can provide more UFR RRS than self-provided, SCED awards range from 10 MW to 25 MW.
• Discussion on pricing for self-provided and real-time offers; ERCOT encourages QSEs to have offers in both day-ahead and real-time.
• Real-time offers have prices associated with them; self-provision viewed as price taker in real-time.
• Clarification: Day-ahead and real-time markets have distinct prices, and self-provisioning does not automatically get awarded in real-time.
• Q&A regarding payment settlement if awarded in day-ahead and self-providing in real-time with different prices.
• Outcome: Paid based on day-ahead price, real-time market serves as an imbalance market.
• In scenarios where more capability is offered beyond awards, potential to earn additional capacity at real-time pricing.

▶️2.5.3 - Scenario 4

• QSE 1 is awarded 50 megawatts of RRS.
• QSE 1 has three load resources with 100 megawatts of capability.
• Self provided amount cannot exceed QSE total ancillary service obligation.
• NCLR_4 was awarded 30 megawatts due to headroom and capability limits.
• NCLR_5 was not awarded RRS as its UFR is disarmed despite showing capability.
• NCLR_6 self provides 20 megawatts, showing a capability of 30 megawatts.
• Clarification given on self provision vs self arrangement; both are different.
• Self provision can be moved in real time to other resources if awarded.
• NCLR_3 has capability for additional 15 megawatts after self providing ECRS and RRS.
• Clarification on ECRS obligations affecting the self-provided amount for NCLR_3.
• Discussion included clarifications on self providing for ECRS related to UFRs.

▶️2.6 - Additional Points

• ERCOT will not eliminate ECRS provided by load resources that are not controlled by high-set under-frequency relays, but they cannot self-provide.
• Considering changes to allow non-controllable load resources (NCLRs) to self-provide for non-UFR-enabled ancillary services, including ECRS and non-spin services.
• These changes will not be implemented in December with the RTC launch and are planned for post-implementation.
• Feedback from the last DSWG is being considered for these potential changes.
• Questions can be directed to the ERCOT load resource and SODG email (ERCOTLRandSODG@ercot.com).
• RTC+B training resources are available on the RTC training webpage.

▶️3 - Q&A

• Questions about the self-provisioning process, emphasizing the need to ensure telemetry is in alignment when doing self-provisioning.
• Clarifications on pricing errors and ensuring the correct load resource entries.
• Discussion about resource scheduling and transition within real time.
• Clarification on resource prorating during RRS dispatch under self-provision framework.
• Explanation of megawatt capabilities and price offerings for real-time markets.
• Discussion about ancillary service offers, HSL, and price-taking levels.
• Questions about ECRS provisioning without UFR enabled and ensuring day-ahead awards in real time.
• Concerns about discrepancies in 4CP calculations and request for a discussion to align understanding.
• Further clarification sought on telemetry and offering block structure, especially regarding capability and HSL.
• Agreement to follow up on several points and offer detailed examples to resolve discrepancies.
• Acknowledgment of ongoing meetings and open invitation for further questions or topics to be discussed in future meetings.