[00:00:01]
UH, IF WE COULD GO AHEAD AND GET EVERYBODY IN THE ROOM TO GO AHEAD AND TAKE A SEAT, PLEASE.
JUST A LITTLE BIT LOUDER IF ANYBODY, EVERYBODY IN THE ROOM COULD PLEASE TAKE A SEAT.
IF THOSE OF YOU ON THE WEBEX COULD JUST CONFIRM, YOU COULD HEAR US OKAY, PLEASE? SURE CAN.
I'LL START REAL QUICKLY WITH THE MEETING REMINDERS, UM, ASKING EVERYBODY IN THE ROOM HERE TODAY, ERCOT STAFF, UH, CONSULTANTS, SEATED REPS, UH, MARKET PARTICIPANTS.
UH, EVERYONE THAT'S IN HERE, PLEASE MAKE SURE YOU SIGN IN IN THE BACK OF THE ROOM.
WE ARE USING THE CHAT FUNCTION TODAY TO QUEUE FOR MOTIONS OR DISCUSSION.
UM, SO YOU, IF A SEATED REPRESENTATIVE IN THE ROOM, PLEASE HOLD UP YOUR CARD OR YOU CAN PUT YOURSELF IN THE CHAT.
IF YOU HOLD YOUR CARD, ERIN'S HERE IN THE BACK OF THE ROOM, AND SHE WILL ENTER YOU INTO THE CHAT.
PLEASE WAIT FOR THE CHAIR TO RECOGNIZE YOU BEFORE YOU BEGIN SPEAKING.
AND FOR THOSE OF YOU ON THE WEBEX, AS WE GET TO THE BALLOTING PROCESS, UH, FOR THE SEATED REPRESENTATIVES, PLEASE MAKE SURE TO UNMUTE YOURSELF AS WE GET TO YOUR SEGMENT AND THEN MUTE YOUR YOURSELF AFTER YOU CAST YOUR VOTE.
THAT WILL HELP US BE A LITTLE MORE EFFICIENT IN THE BALLOTING PROCESS.
AND THEN IF THE WEBEX ENDS FOR ANY REASON, GIVE US JUST A FEW MINUTES AND YOU SHOULD BE ABLE TO START BACK WITH THE SAME MEETING INFORMATION.
OR WE WILL SEND SOMETHING OUT TO THE, UH, TAC LISTSERV.
AND WITH THAT CLIFF, WE DO HAVE A QUORUM AND ARE READY TO GET STARTED.
AND GOOD MORNING EVERYONE, AND WELCOME BACK TO OUR, UH, IN-PERSON TAC MEETINGS.
SO, UH, APPRECIATE EVERYONE'S INDULGENCE FOR DOING A VIRTUAL MEETING LAST MONTH, BUT, UH,
[1. Antitrust Admonition]
WE DO HAVE THE ANTITRUST ADMONITION AND THE DISCLAIMER UP THERE ON THE SCREEN.WHILE YOU'RE, UH, ADMONISHING YOURSELF BY READING THROUGH THOSE, I WANTED TO POINT OUT OUR PROXIES AND ALTERNATE REPS TODAY.
UM, SO ON THE PROXY SIDE, WE'VE GOT BILL SMITH, WHO'S PROVIDED HIS PROXY TO GARRETT KENT.
WE'VE GOT SMI WHO HAS PROVIDED HER PROXY TO SETH COCHRAN ON THE ALTER REP SIDE.
EMILY JOLLY WILL BE PROVIDING HER ALTERNATE REP TO BLAKE HOLT AT 11:00 AM KEVIN HANSEN HAS PROVIDED HIS TO COLIN KOVICH.
UH, KEITH NIX HAS PROVIDED HIS ALTERNATE REP TO STACY WHITEHURST.
COLIN MARTIN HAS PROVIDED HIS TO MARTHA HENSON AND DAVID KEY HAS PROVIDED HIS PROXY TO DIANA COLEMAN.
AND LAST BUT NOT LEAST, WANTED TO INVITE NED BONKOWSKI, UH, AS OUR NEW NEWLY, UH, MOST NEWLY SEATED TAC REPRESENTATIVE.
SO WE'LL GIVE YOU A FEW MINUTES TO INTRODUCE YOURSELF IF YOU WOULD LIKE
NO, NO, I'M JUST TEASING NED, IF WE KNOW WHO YOU ARE.
ALL RIGHT, WE'LL GO AHEAD AND GET STARTED TO WORKING OUR WAY THROUGH THE AGENDA.
[2. Approval of TAC Meeting Minutes (Possible Vote) ]
WE'LL START WITH THE APPROVAL OF THE TAC MEETING MINUTES.WE'VE GOT TWO SETS OF MEETING MINUTES FOR THIS MONTH TO APPROVE.
WE'VE GOT THE MAY 23RD VERSION AND THE JUNE 5TH VERSION.
UH, ANY COMMENTS ON THOSE? NOTHING FROM SUSIE.
ANY COMMENTS OR QUESTIONS ON THE MEETING MINUTES FOR THOSE TWO DATES FROM THOSE IN THE ROOM? ALL RIGHT.
SEEING NONE, WE WILL GO AHEAD AND PLACE THOSE ON THE COMBO BALLOT.
NEXT ITEM ON OUR AGENDA WAS THE MEETING UPDATES.
[3. Meeting Updates]
UH, WE'VE GOT OUR JUNE 19TH AND 20TH, UH, COMMITTEE AND BOARD MEETINGS THAT WERE HELD.UH, WANTED TO POINT OUT THAT ALL THE REV, UH, REVISION REQUESTS THAT WE HAD RECOMMENDED FOR APPROVAL BY TAC WERE APPROVED BY THE BOARD.
DID WANT TO NOTE THAT NPR R 1169, UH, WHICH WE HAD APPROVED HERE, UH, WAS, UH, THE BOARD RECOMMENDED APPROVAL TO THE PUBLIC UTILITY COMMISSION AS AMENDED BY THE JUNE 12TH, 2023.
ERCOT COMMENTS? ANY COMMENTS OR QUESTIONS ON THE JUNE 19TH AND 20TH, UH, COMMITTEE AND BOARD MEETINGS? GOOD.
WANTED TO MOVE ON TO AGENDA ITEM NUMBER FOUR, WHICH
[4. Meeting Administration Discussion]
IS, UH, A BRIEF DISCUSSION ON MEETING ADMINISTRATION ITEMS. UM, MYSELF, CAITLIN, MARTHA, AND DIANA, UH, HAD MET WITH COMMISSION STAFF AT THEIR REQUEST TO TALK ABOUT SOME OF THE MEETING ADMINISTRATION, UH, ITEMS THAT YOU SEE ON THE SCREEN THERE.IN PARTICULAR, A FEW THINGS THAT THEY ASK THAT WE RAISE, UH, THAT WE WE ADDRESS HERE AND WITH OUR, UH, SUBCOMMITTEE AND TASK FORCE AND WORKING GROUP LEADERSHIP.
UH, WERE THOSE ITEMS THAT YOU SEE THERE? SO THE FIRST THING, UH, PERTAINS TO THE WORKING GROUP AND TASK FORCE AGENDAS.
WE DO AN EXCELLENT JOB AT TAC AND AT THE SUBCOMMITTEES AND GETTING OUR AGENDAS POSTED ON A TIMELY FASHION.
UM, WHAT WE'RE NOT SO GOOD AT IS GETTING OUR, UH, TASK, UH, FORCES WORKING GROUPS AND WORKSHOP AGENDAS POSTED IN A TIMELY FASHION.
UM, THE REASON WE'RE SO GOOD AT IT WITH THE SUBCOMMITTEES AND, AND WITH TAC IS BECAUSE WE'VE GOT THE AID OF ERCOT MARKET RULES, HELPING PUSH THAT, PUT THAT TOGETHER, PUT IT, UH, AND PUSH IT OUT THERE ON A TIMELY FASHION.
BUT WHAT WE'VE ASKED OUR TASK FORCES, UH, TASK FORCES, WORKING GROUPS AND, UH, WORKSHOP LEADERS TO DO IS GO AHEAD AND MAKE
[00:05:01]
SURE THAT WE'RE GETTING THOSE AGENDAS PUSHED OUT AT LEAST A WEEK AHEAD OF TIME.AND TO THE EXTENT WE CAN, WE'D LIKE TO GET OUR MEETING MATERIALS PUSHED OUT THERE, UM, AT LEAST SEVEN DAYS IN ADVANCE OF THE MEETING.
SO THE NEXT THING, UH, ANY SORT OF MEETINGS, UH, MEETING CHANGES, CHANGES TO THE, UH, MEETINGS IN TERMS OF FORMAT AND OR CANCELLATIONS.
UH, WHAT WE'RE ASKING OUR WORKING GROUPS TO DO, UH, AND OUR LEADERSHIP TO DO FOR ANY OF, FOR ANY OF THE GROUPS, AS A MATTER OF FACT, IS TO MAKE SURE THAT WE'RE SENDING A NOTICE OUT TO THE LISTSERV, UM, THAT REGARDS CANCELLATIONS, ANY SORT OF RESCHEDULING, UH, CHANGING FROM IN-PERSON TO WEBEX OR VICE VERSA, ANY OF THOSE SORT OF STATUS CHANGES WE'RE ASKING THAT THE LEADERSHIP, UH, PUSH THOSE OUT SO THAT THAT FOLKS ARE AWARE OF THAT THROUGH THE EMAIL LISTSERV.
AND THEN LASTLY, THIS IS, UM, MORE, MORE ADDRESSES, UH, ABSTENTIONS IN THE WAY THAT WE'RE HANDLING THOSE ON THE COMBO BALLOTS.
UM, THOSE PARTICULAR ITEMS, WHAT WE'RE SEEING SOMETIMES IS FOLKS ARE ABSTAINING ON THE COMBO BALLOT.
AND WHEN COMMISSION STAFF IS HAVING TO FERRET THROUGH, UH, WORK THEIR WAY THROUGH THAT AND TRY TO IDENTIFY WHAT THE MEANS FOR THE ABSTENTION WAS, IT'S TAKEN SOME ADDITIONAL WORK FOR THEM TO, TO MAKE CONTACT WITH THAT PERSON.
I'M NOT SURE IF THEY'RE ABSTAINING ON EVING ON THE BALLOT, ONE OR TWO THINGS.
AND SO OUR ASK IS THAT AS WE'RE DOING COMBO BALLOTS, THAT WE NOT DO ANY SORT OF ABSTAINING ON THOSE VOTES, THAT WE GO AHEAD AND, UH, TRY TO, TRY TO REQUEST A SEPARATE VOTE IF NEED BE, IF FOR ANY ITEMS THAT YOU CHOOSE TO ABSTAIN ON SO THAT WE HAVE A VERY CLEAN, UH, BALLOT FOR THE COMBO BALLOT, EITHER, UM, GENERALLY SPEAKING, WE SHOULD GENERALLY SEE ALL IN FAVOR ON THE COMBO BALLOT.
IF THERE'S SOMETHING THAT YOU'RE OPPOSING ON THE COMBO BALLOT, WE'RE ASKING THAT YOU GO AHEAD AND ASK THAT THAT BE PULLED OFF THE COMBO BALLOT SO THAT WE HAVE SOME, SOME CLEAN COMBO BALLOTS THERE.
ANYTHING TO ADD, MARTHA OR DIANA? NO, I THINK YOU COVERED IT, CLIFF.
ANY COMMENTS OR QUESTIONS ON THAT IN PARTICULAR? OKAY.
MOVING ON TO AGENDA ITEM NUMBER FIVE, AS A
[5. Review of ERCOT Market Impact Statements/Opinions and IMM Opinions ]
REVIEW OF ERCOT MARKET IMPACT STATEMENTS AND OPINIONS AND THE IMM OPINIONS.ERCOT IS IN SUPPORT OF ALL THE REVISION REQUESTS BEING CONSIDERED BY TAC TODAY, AND THE MARKET IMPACT STATEMENTS AND OPINIONS WERE POSTED WITH THE MEETING MATERIALS.
AND THEN THE IMM HAS NO OPINION ON ANY OF THE REVISION REQUESTS HERE TODAY.
ANY COMMENTS OR QUESTIONS FOR ANNE OR FOR CARRIE? I THINK I SAW CARRIE.
ANY COMMENTS OR QUESTIONS THERE? OKAY.
[6. PRS Report (Vote)]
TO THE PRS REPORT.MARTHA HENSON WITH ENCORE WITH THE PRS UPDATE.
SO THERE ARE THREE NPRS ON THE AGENDA TODAY FOR TAX CONSIDERATION.
ALL THREE OF THESE WERE UNOPPOSED AT PRS, AND ACTUALLY ALL THREE WERE ALSO SPONSORED BY ERCOT.
IT'S REQUIRING THAT CERTAIN QU THAT ARE RECEIVING OR TRANSMITTING WAN DATA, UH, HAVE TO MAINTAIN CONNECTION TO THE ERCOT WAN OR, AND A SECURE PRIVATE NETWORK OR OTHER SECURE NETWORKS WITH EQUIVALENT PROTECTION FROM CYBER ATTACKS.
1173 IS ADDING REFERENCES INTO THE PROTOCOLS FOR TEXAS SET PROCESSING OPTIONS FOR MOUS AND CO-OPS IN THE COMPETITIVE MARKET.
THERE'S ALSO A RETAIL MARKET GUIDE REVISION REQUEST NUMBER 1 74 THAT'S TIED TO THIS, THAT HAS ONE MORE STOP AT RMS. AND THEN LAST NPR 1176 IS, UM, MAKING CHANGES TO THE ENERGY EMERGENCY ALERT PROCEDURES SUCH AS CHANGING THE EEA TRIGGER LEVELS FOR ALL THREE EEA STAGES.
IT'S ADDING BACK A FREQUENCY BASED TRIGGER FOR EEA THREE, AND ALSO MAKING SOME OTHER OTHER LANGUAGE REARRANGEMENTS IN THIS SECTION OF THE PROTOCOLS.
UH, WITH THIS ONE, IT HAS A NORE COMPANION NUMBER 2 52 THAT IS STILL AT ROS.
AND ALL THREE OF THESE REVISION REQUESTS WERE UNOPPOSED AT PRS CLIFF.
SO WHAT IS THE PLEASURE OF THE GROUP ON THESE PARTICULAR ITEMS HERE? I WOULD POINT OUT, UM, THAT ERCOT STAFF IS ASKING THAT WE TABLE NPR R 1173 AND 1176 TO WAIT FOR THE ASSOCIATED, UM, R M G R R AND ASSOCIATED NORE, UH, RESPECTIVELY.
SO, UH, PLEASURE OF THE GROUP AS IT PERTAINS TO 1150 AT THIS POINT.
I MAKE A MOTION TO PUT IT ON THE COMBO BALLOT.
COMBO BALLOT AND TABLE THE OTHER TWO.
SO WE SHALL GO AHEAD AND PLACE THOSE ON THE COMBO BALLOT.
SO WE'LL TABLE 1173 ON THE COMBO BALLOT, TABLE 1176 ON THE COMBO BALLOT AND MOVE 1150 THROUGH OR MOVE TO APPROVE 1150 ON THE COMBO BALLOT.
BILL, I SAW YOU REACHING FOR A CARD, ANYTHING? NO.
[00:10:02]
UM, SO FROM MY PERSPECTIVE, I WAS JUST GONNA ASK A QUICK QUESTION ON 1150, I BELIEVE WE MAY HAVE DOUG FOND THAT MAY BE ABLE TO SPEAK TO THIS.I KNOW THAT THERE WAS A SURVEY THAT WAS, UH, ASKED OF MARKET PARTICIPANTS ON 1150, UH, THAT WAS GOING TO GO TO TWG.
I'M NOT SURE THAT THAT GOT PRESENTED THERE OR NOT.
SO I WAS JUST GONNA ASK WHAT THE GENERAL RESULTS OF THAT SURVEY WERE.
IF THERE WAS SOMEONE FROM
SO, SORRY, I DIDN'T, CAN I, OKAY.
THERE WAS A SURVEY PERTAINING TO, UH, NPR R 1150 AND NORE TWO 30 ON THE WHAM PARTICIPANT SECURITY.
WAS THERE, I THINK SOME OF THAT INFORMATION WAS SUPPOSED TO GO TO TWG.
DO YOU KNOW IF THAT INFORMATION DID OR WHAT WAS FOUND THROUGH SOME OF THAT? UM, I'M, I'M GONNA HAVE TO TRACK THAT DOWN.
WE DON'T HAVE, UH, SOMEBODY READY TO ANSWER QUESTION.
ANY OTHER QUESTIONS OR COMMENTS ON THESE PARTICULAR REVISION REQUESTS HERE? OKAY, SEEING NONE.
WE WILL MOVE ON NOW TO THE REVISION
[7. Revision Requests Tabled at TAC (Possible Vote)]
REQUESTS THAT ARE TABLED AT TECH.WE STILL HAVE O B E R R 0 4 5, UM, THAT LOOKS LIKE IT IS READY TO GO.
SO WE'VE GOT COMMENTS FROM WMS ON MAY 4TH, UH, WMS VOTED UNANIMOUSLY ENDORSED THIS ONE.
AND THEN WE'VE GOT COMMENTS ON JUNE 7TH FROM RMS. AND RMS ALSO VOTED UNANIMOUSLY TO ENDORSE THIS ONE.
UM, SO THAT BEING SAID, ANY COMMENTS OR QUESTIONS? AND IF THERE ARE NONE, WE CAN MOVE THIS ONE TO THE COMBO BALLOT AS WELL.
SO WE'LL MOVE O B D R R 0 4 5 TO THE COMBO BALLOT.
UH, LOOKS LIKE THIS ONE IS READY TO GO AS WELL.
UM, ANY COMMENTS OR QUESTIONS ON 1163? AND IF THERE ARE NONE, WE WILL MOVE IT TO THE COMBO BALLOT AS WELL.
SO IT MOVES TO THE COMBO BALLOT AS WELL.
ALL MOVING ON, WE ARE BLOWING THROUGH OUR AGENDA VERY QUICKLY.
[8. RMS Report (Vote)]
RMS REPORT.DEBBIE, I THINK I SAW YOU EARLIER.
AND IN KEEPING WITH MARTHA'S NEW STANDARD OF HAVING A SEAT WHILE SHE GIVES HER REPORT, I WOULD LIKE TO DO THE SAME.
OKAY, SO WE HAVE ONE, UH, VOTING ITEM BEFORE TAC TODAY, AND IT IS LPG R ZERO SEVEN AND IT'S DISCONTINUING, UH, INTERVAL DATA RECORDER.
THE WEATHER SENSITIVITY PROCESS, AND I'M NOT SURE IF EVERYBODY KNOWS WHAT THIS IS USED FOR, BUT CURRENTLY NON WEATHER SENSITIVITY AND WEATHER SENSITIVITY ARE USED FOR IDR ESTIMATIONS WHEN ERCOT HAS NOT RECEIVED THE DATE.
UH, SO, UM, SPECIFICALLY THOSE CLASSIFICATIONS ARE USED IN DETERMINING THE PROXY DAY METHOD FOR ESTIMATION PURPOSES.
SO THIS IS A RARE OCCURRENCE, UM, WITH THE INCEPTION OF BUSINESS LARGE AND BUSINESS LARGE DG, THOSE PROFILES ALLOW FOR DAILY SUBMISSION OF INTERVAL DATA, WHICH IS, UM, YOU KNOW, A VERY MUCH IMPROVED PROCESS.
SO, UM, THE NUMBER OF IDR METERS HAS DROPPED SIGNIFICANTLY.
AND, UM, WE BELIEVE THAT THIS IS A PROCESS THAT HAS PRIMARILY BEEN, UH, REPLACED.
SO THIS IS RELATED TO THE NPR R 10 63, WHICH WE JUST PUT ON 1163, WHICH WE JUST PUT ON THE COMBO BALLOT.
YOU'VE HEARD THE RECOMMENDATION FROM RMS, UH, TO PLACE L P G R R 0 7 0 ON THE COMBO BALLOT.
ANY COMMENTS OR QUESTIONS? OKAY, SEEING NONE, WE'LL MOVE IT TO THE COMBO BALLOT.
SO IF YOU CAN PULL YOUR MIC A LITTLE BIT CLOSER, WE'RE STILL GETTING COMMENTS.
SO
SO
SO, UH, WHAT WE WANT, AND WE'RE GONNA COME BACK NEXT MONTH WITH THIS WITH ADDITIONAL INFORMATION, MAYBE A LITTLE BIT OF, OF DEEPER, UM, UH, I GUESS DATA ON WHY WE WANT, UM, TO DO THIS.
BUT RMS, UH, WOULD LIKE FOR TECH TO CONSIDER APPROVAL OF SUSPENDING ANNUAL VALIDATION OF PROFILES IN 2024.
AND, UH, THE REASONING IS BECAUSE WE HAVE A LOT OF WORK GOING ON WITH TEXAS STEP 5.0 AND
[00:15:01]
THE ACCOMPANYING S C R THAT WORKS ON MARKET TRACK.SO THIS IS THE FIRST TIME WE'VE HAD A TEXAS SET VERSION RELEASE THAT TIES WITH ANOTHER SYSTEM, WHICH IS MARKET TRACK.
THERE'S A LOT OF BACK OFFICE EFFORT GOING INTO THIS, NOT JUST AT THE MARKET LEVEL.
SO IT, THE, THE RESOURCES THAT HAVE BEEN DISCUSSED PRIMARILY SUPPORT, UH, THE TEXAS SET 5.0 DEVELOPMENT AND THE CHANGES INTERNALLY WITH MARKET TRACK.
WHAT WE WOULD LIKE TO DO IS SUSPEND IT JUST FOR ONE YEAR.
AND, UM, IF YOU COULD MOVE TO THE NEXT SLIDE.
THIS IS THE ERCOT PROTOCOL LANGUAGE, UM, ABOUT THE VAL AROUND THE VALIDATION PROCESS, IF YOU WOULD PARTICULARLY LOOK AT THE LAST ITEM NUMBER THREE.
IT DOES MENTION THAT WE CAN REQUEST, UM, CHANGES TO THIS PROCESS GIVEN THE SUBCOMMITTEE, UH, RECOMMENDATION AND TAC APPROVAL.
UM, IF YOU HAVE ANY QUESTIONS ABOUT THIS, IF YOU COULD LET ME KNOW PRIOR TO TAC, THAT'D BE GREAT.
AND MY EMAIL ADDRESS IS ON THE RMS, UH, WEBPAGE.
UH, WE REALLY BELIEVE THAT THIS IS THE WAY TO GO, AND IT WOULD JUST BE FOR ONE YEAR, AND WE WOULD BE BACK WITH BOTH RESIDENTIAL AND COMMERCIAL IN 2025.
SO WE'RE JUST ASKING FOR, FOR ONE YEAR.
AND THESE ARE THE PRIMARY ACTIVITIES GOING ON WITH OUR WORKING GROUPS.
UH, THE L R I T F WE'RE FACILITATING THE CHANGES NECESSARY FOR LP AND L AND KEEPING UP WITH WHAT'S GOING ON WITH THE FERC DECISION.
UM, AS YOU SEE, AND YOU JUST HEARD ABOUT THE PROFILING WORKING GROUP, WE'RE WORKING ON THE, ELIMINATING THE WEATHER SENSITIVITY, AND WE'VE DONE A LOT OF ANALYSIS ON ANNUAL VALIDATION AND CONSIDERATIONS AROUND THAT PROCESS.
THE RETAIL MARKET TESTING TRAINING TASK FORCE, UM, WE HAVE HELD MULTIPLE TRAINING SESSIONS.
THESE ARE, UH, THE TEXAS SET TRAINING IS IN PERSON.
THE OTHER TWO ARE WEBEX ONLY, BUT THEY ARE INSTRUCTOR LED, EXCUSE ME.
AND THEN THE TEXAS AD, AS YOU JUST HEARD ABOUT THE, UM, TEXAS A TRAIN CHANGE CONTROL SUPPORTING 5.0 TEXAS DATA TRANSPORT MARKET TRACK SYSTEM.
UM, THEY'RE ALWAYS, IT SEEMS LIKE THEY'RE ALWAYS DOING ANALYSIS FOR MARKET TRACK, BUT THEY'RE ALSO TAKING A LOOK AT THE ELECTRONIC DELIVERY MECHANISM THAT'S USED, UM, ACROSS THE INTERNET FOR RETAIL TRANSACTIONS.
AND, UM, JUST TO BRING YOU UP TO DATE ON WHAT'S GOING ON WITH THE LP AND L TRANSITION, WE ARE NEARLY FINISHED, OR MAYBE IT'S FINISHED BY NOW FOR THE, UM, TESTING.
SO ALL OF THE, UM, PARTIES THAT ARE EXISTING MARKET PARTICIPANTS THAT HAVE TESTED, WITH THE EXCEPTION OF ONE UMBRELLA, DUNNS, UM, AND THIS IS AT THE STATUSES AS OF LAST FRIDAY, THEY HAVE FINISHED.
SO, UM, WE'RE LOOKING AT ALL OF THOSE TO BE ABLE TO COMPETE IN, UH, LP AND L'S TERRITORY ONCE, UM, THAT GOES LOW.
SO WE FINISHED ACTIVITIES RELATED TO STACKING AND WHAT THAT IS, IT'S TRANSACTIONS TO MAKE SURE THAT WE ARE PROCESSING CORRECTLY, UM, GIVEN THE TRANSACTIONS THAT COME IN.
SO SUCH AS IF THERE IS A MOVE IN BEFORE A SWITCH OR A SWITCH BEFORE A MOVE IN THAT WE ARE PROCESSING THE, PROCESSING THOSE ACCURATELY.
IF IT'S ON THE SAME DAY, THEN A MOVE IN WINS.
SO THERE'S REALLY, UM, A LOT OF EXTENSIVE EFFORTS AND WE'VE GONE THROUGH THE SCENARIOS WITH, UM, LUBO AND, UH, WE'RE VERY MUCH STAYING CLOSE TO THAT BECAUSE IT, IT COULD BE REALLY A BIG ISSUE IF THOSE AREN'T PROCESSED IN THE CORRECT ORDER.
AND, UM, WE ARE KEEPING UP WITH CHAPTER FIVE OF THE, UH, LUBBOCK TARIFF, AND WE HOPE AT THE NEXT MEETING, WHICH IS THIS WEEK, THAT WE'LL BE ABLE TO, UM, LOOK AT THE FINAL REVISIONS OF THOSE AND, UH, SEE, SEE WHERE WE'RE GONNA GO.
AND I REALLY THINK THAT'S POSSIBLE THAT WE WILL BE GETTING A SOLID UPDATE ON THAT.
THE, UM, OTHER ITEM IS WE'LL BE LOOKING AT THE CUSTOMER PROTECTION RULES.
SO I, THAT'S A LOT OF EFFORT, UM, GOING INTO THAT TASK FORCE.
THEY MEET FREQUENTLY AND IT HAS THREE CO-CHAIRS.
WHAT WE WANT, UM, TO DO IS INVITE YOU TO PARTICIPATE OR GO TO THE L R I T F WEBPAGE ON ERCOT.COM AND, UM, TAKE A LOOK AT THE INFORMATION AND IF YOU'VE GOT ANY QUESTIONS, PLEASE CONTACT ONE OF THE CO-CHAIRS, WHICH ARE ALSO LISTED ON THE PAGE.
[00:20:01]
YOU CAN ATTEND THE MEETINGS, OR YOU CAN CONTACT MYSELF OR JOHN SCH AS RMS LEADERSHIP NEXT.AND I AM SO HAPPY TO BRING YOU THE TN P THREE G REMEDIATION UPDATE.
THEY ARE DOWN TO JUST ONE EASY ID.
UH, SO WHAT WE ARE GONNA DO IS WE WILL DISCONTINUE THESE MONTHLY UPDATES TO TAC AND I'LL JUST MAKE YOU AWARE OF WHEN THE FINAL EASY ID HAS BEEN RESOLVED AND THE METER'S BEEN CHANGED.
ALL RIGHT, ANY QUESTIONS? ALL RIGHT.
ANY COMMENTS OR QUESTIONS FOR DEBBIE? ALL RIGHT, GO AHEAD, CHRISTIAN.
SORRY, THIS IS KIND OF OFF THE CUFF.
UM, YEAH, DEBBIE, I APPRECIATE YOU TEEING UP THE REQUEST FOR SUSPENSION THAT YOU WANNA BRING NEXT MONTH.
UM, I GUESS I JUST WANTED TO COMMENT IF THERE CAN BE INFORMATION PROVIDED ABOUT THE RESOURCE SAVINGS, COST SAVINGS, I MEAN, WITH ALL THE UPWARD PRESSURE WE HAVE ON THE SYSTEM ADMIN FEE RIGHT NOW, I THINK IT, IT'S IMPORTANT FOR US TO, TO ALL LOOK AT THAT KIND OF STUFF TO TRY TO, UM, MINIMIZE THE, THE COST ESCALATION WE'RE ALL HAVING TO DEAL WITH ACROSS ALL OF THE INDUSTRIES, RIGHT? YES.
ARE YOU LOOKING FOR MARKET FOR LIKE TEDIOUS P COST THAT'S POSSIBLE FOR US TO GATHER THAT INFO AS WELL AS ERCOT OR JUST ERCOT? UH, I MEAN, THE, THE WHOLE PICTURE'S ALWAYS GOOD TO TELL.
UM, I DON'T WANT TOO MUCH WORK TO GO INTO THAT.
I JUST THINK THAT IT'S IMPORTANT FOR US TO BE LOOKING AT THOSE KIND OF THINGS.
YES, IT'S QUITE EXTENSIVE AT ENCORE.
WE WILL DEFINITELY BRING YOU THAT INFORMATION AT THE NEXT TAC MEETING.
ALL RIGHT, DEBBIE, I SEE NO OTHER COMMENTS OR QUESTIONS, SO APPRECIATE THE UPDATE.
[9. ROS Report (Vote)]
ROS REPORT.SO WE HAVE THREE VOTING ITEMS FOR YOU THIS MORNING.
NOGA TWO 30 IS THE COMPANION TO NPR 1150 THAT WAS APPROVED AT PRS.
WE HAVE NOER 2 51 AND, UH, PICKER 1 0 3.
THE FIRST TWO HAVE A NO-COST IA, AT LEAST ERCOT.
AND THEN WE REVIEWED OR REVISED IA FOR PICKER 1 0 3.
UM, AND IF YOU TAKE IT TO THE NEXT SLIDE, THESE WILL BE COMING BACK FOR AN IA REVIEW.
UM, SOME OF THEM, AND SOME OF THEM WERE TABLED.
SO WE HAVE NO GER 2 52, WHICH IS RELATED TO 1176, UM, WHICH WE JUST DISCUSSED.
AND THEN PICKER 1 0 7, UM, THAT ONE WAS REFERRED TO P W G, UM, PICKER 1 0 8, UM, WHICH WAS NPR 1183 WAS REVIEWED AT PRS.
E I I, WE RECOMMENDED AN APPROVAL OF THAT ONE.
UM, AND THEN, UH, PICKER 1 0 5, UM, THAT ONE DIDN'T HAVE A LOT OF DISCUSSION.
WE RECOMMENDED APPROVAL OF THAT AND THEN, UH, NOER 2 47.
SO WE, WE RECOMMENDED APPROVAL AS AMENDED BY THE CENTERPOINT COMMENTS, WHICH WAS CONSISTENT WITH OW G'S DISCUSSION.
ALRIGHT, KATIE, YOU GOT A QUESTION FROM BRIAN? HI, I'M SORRY I WASN'T AT THIS ROSS MEETING, BUT I DO HAVE SOME QUESTIONS ABOUT FIGURE 1 0 5.
UM, WHAT IS THE DELIVERABILITY REQUIREMENT FOR THAT ONE? UM, AND ALSO I'M WONDERING LIKE HOW THAT COMPORTS WITH SOME OF THE SOUTHERN CROSS DIRECTIVES, UM, THAT, UH, ALL OF THOSE TYPES OF COSTS BE ALLOCATED, LIKE DELIVERABILITY IMPROVEMENTS BE ALLOCATED TO SOUTHERN CROSS.
JUST I'M WONDERING IF THAT WAS A DISCUSSION THAT WAS HAD AT ALL.
THERE WAS SOMEONE THAT ABSTAINED ON THE COMBO BALLOT, WHICH WE'RE TRYING TO GET AWAY FROM, BUT THEY STATED THAT IT WAS DUE TO THOSE CONCERNS, BUT THERE WAS NO DISCUSSION ABOUT IT.
UM, MAYBE SHOW UP AT ROSS AND WE CAN TALK ABOUT IT THERE.
ALL RIGHT, NED, JUST FOR WHAT IT'S WORTH, BRIAN, I HAD THE SAME THOUGHT WHEN I HAD SEEN THAT, SO I, I SHARE YOUR CURIOSITY.
UH, GO AHEAD, CANON JU JUST SO WE HAVE THE RIGHT PEOPLE THERE.
WHAT, WHAT IS YOUR SOUTHERN CROSS ISSUE? I'M NOT SURE.
I'M ENTIRELY, SO THE, I UNDERSTAND THERE'S LIKE SOME MINIMUM DELIVERABILITY REQUIREMENT FOR A, A DCT IMPORT, RIGHT? IS KIND OF WHAT THIS IS TRYING TO GET AT.
BUT I ALSO THINK THAT THERE WERE REQUIREMENTS IN THE, UH, COMMISSIONER ORDER, UH, ON SOUTHERN CROSS THAT REQUIRED ANY, UH, IMPROVEMENTS IN THE TRANSMISSION SYSTEM TO BE BORNE BY SOUTHERN CROSS.
UH, AND SO JUST HAVING, HAVING
[00:25:01]
SOME KIND OF DOCUMENTATION OF WHAT THAT LOOKS LIKE.UH, SO YOU CAN COMPORT WITH THE COMMISSION ORDERS, WHAT I'M, I'M CURIOUS ABOUT.
ANY OTHER COMMENTS OR QUESTIONS ON THAT? NO.
SO, UM, THESE NEXT TWO SLIDES ARE ITEMS THAT WE HAVE AT THE VARIOUS WORKING GROUPS, AND WE'VE TRIED TO DO A GOOD JOB OF NOTING, ESPECIALLY WHEN THERE ARE MULTIPLE WORKING GROUPS.
BUT, UM, YOU CAN FLIP TO THE NEXT SLIDE JUST SO PEOPLE GET A FLAVOR.
THERE'S QUITE A BIT GOING ON AT ROSS RIGHT NOW.
AND THEN OUR NEXT MEETING WILL BE JULY 6TH, AND IT'S WEBEX ONLY.
SO, RYAN, THAT SHOULD, THAT SHOULD HELP YOU WITH ATTENDANCE.
I KNOW IT'S RIGHT AFTER THE HOLIDAYS, BUT, UH, WEBEX ONLY ON THAT ONE.
ANY COMMENTS OR QUESTIONS FOR KATIE ON THE S REPORT? OKAY, SEEING NONE, WE DO HAVE THREE REVISION REQUESTS.
NORE TWO 30, NORE 2 51, AND PICKER 1 0 3.
UH, IF THERE'S NO OBJECTION, WE'LL GO AHEAD AND MOVE THOSE TO THE COMBO BALLOT.
SEEING NONE TO THE COMBO BALLOT, THEY SHALL GO.
[10. WMS Report]
WMS REPORT.ALL RIGHT, I, I KIND OF LIKE THIS SITTING IN MY SEAT THING TOO.
THANKS, UH, JIM LEE HERE WITH, UH, WMS REPORT.
UM, SO QUICK OVERVIEW ON OUR, OUR ACTIVITIES.
SO WE'VE HAD A, UM, MEETING ON JUNE 7TH.
UM, THERE WERE NO VOTING ITEMS THIS MONTH FOR TAX CONSIDERATION.
UM, AND SO, COREY, DO YOU MIND GOING TO THE NEXT SLIDE? SO FOR OUR JUNE 7TH MEETING, UM, COUPLE HIGHLIGHTS.
UM, WE TOOK A LOOK AT THE 2022 ANNUAL U F E REPORT, UM, AND, UH, ADDRESSED ANY QUESTIONS FROM THAT.
WE ALSO ENDORSED, UH, SOME NEW LEADERSHIP FOR A COUPLE OF OUR WORKING GROUPS.
D S W G HAS A NEW VICE CHAIR AND MARK SMITH, UM, ALONGSIDE, UM, KEVIN HANSON, UM, UH, AS CHAIR, THE METERING WORKING GROUP.
ALSO HAD A, HAS HAS A NEW VICE CHAIR IN KYLE STUCKY WITH ENCORE.
UM, UH, AGAIN SUPPORTING, UH, MICHAEL BLOOM WITH CENTAL ENERGY AS THE CHAIR THERE.
AND THEN, UH, AS WE BROUGHT TO TAC LAST MONTH, UM, WE ALL HAD, UM, APPROVED OUR, UH, OPEN ACTION ITEMS, UM, TO, TO UPDATE THAT LIST ACCORDINGLY.
SO THAT'S WHAT THE, UH, MEETING HIGHLIGHTS THERE.
AS FAR AS OUR VOTING ITEMS GO, WE ENDORSED NPR 1174, UM, AND VCM R 0 34.
AND THEN THERE WAS A LOT OF DISCUSSION, UM, AROUND, UM, 1172 AND 1179, AND A REQUEST FOR A HOLISTIC REVIEW OF THE FUEL COST RECOVERY ISSUES, UM, THAT THOSE TWO NPRS ARE KIND OF DEALING WITH.
SO, UM, THAT THOSE, THOSE TWO ARE KIND OF, UM, BEING HEADED UP AT R C W G.
UM, AND THAT GROUP HAS BEEN TAKING ON A, A, A LOT OF, UM, OBVIOUSLY THE RE RESOURCE COST DISCUSSIONS THERE.
UM, THERE WAS DISCUSSIONS OF POTENTIAL WORKSHOPS, UM, OR MAYBE EVEN STANDING UP A TASK FORCE, UM, TO, TO ADDRESS THE, THE, THE COST ISSUES, UM, GOING ON THERE.
AND THEN LASTLY, WE, FOR LAST VOTING ITEM, WE, WE CONTINUE TABLING 1162, WHICH WAS THE, UH, SINGLE A AGENT DESIGNATION FOR A QSC AND IT'S SUB QSCS FOR VOICE COMMUNICATIONS OVER THE ERCOT WAN.
SO, UM, THAT IS A, A QUICK OVERVIEW OF OUR JUNE 7TH MEETING.
UM, ALL RIGHT, GOT A QUESTION FROM BILL JIM.
HI, BILL, WASN'T NECESSARILY ON THIS, SO YOU CAN PUT ME AT THE END OF THE WMS UPDATE.
AGAIN, NO VOTING ITEMS. UM, SELECT OUT THERE.
AND THEN JUST A, A QUICK SNAPSHOT AGAIN, AT OUR EVER CHANGING, UM, WORKING GROUP AND TASK FORCE LEADERSHIP, BUT HOPEFULLY WE CAN, UM, KEEP THIS THE SAME.
WE ARE DEFINITELY LOOKING FOR SOME HELP FOR DANA AT THE RESOURCE COST WORKING GROUP.
AGAIN, AS I MENTIONED PLUGGED EARLIER, THERE'S A LOT OF WORK GOING ON THERE, AND I THINK, UM, DANA COULD, UH, DEFINITELY WELCOME SOME SUPPORT THERE AS FAR AS FROM A LEADERSHIP PERSPECTIVE.
SO FOR ANY OF THOSE THAT ARE ATTENDING R C W G AND WOULD LIKE TO, UM, GIVE DANA SOME SUPPORT, I'M, I'M SURE SHE WOULD TAKE THAT ANY, OKAY.
SO, UM, KIND OF SAME WITH ROS.
UH, WMS HAS, UH, QUITE A FEW REVISION REQUESTS UNDER REVIEW.
UM, I WILL NOTE THAT NPR 1146, THERE WAS A, UH, REQUEST TO WITHDRAW, UM,
[00:30:01]
FROM THE SUBMITTER.UM, AND THAT WAS, UH, SUBMITTED ON THE, ON THE 19TH OF THIS MONTH.
AND VCM R 34, UM, DOWN AT THE BOTTOM THAT WAS APPROVED BY WMS IN JUNE, BUT THE OTHER VCM STILL REMAIN TABLED.
AND THEN OUR NEXT MEETING IS JULY 12TH IN PERSON FOR NOW.
ALL RIGHT, BILL, SO THIS IS MORE OF A AGENDA ITEM REQUEST.
UM, NOW THAT THE STATE OF THE MARKET REPORT HAS BEEN RELEASED, THE IM RECOMMENDATIONS ARE ALWAYS OF INTEREST TO DISCUSS AND HEAR FROM OUR INDEPENDENT MARKET MONITOR AND WHAT, WHAT SHE THINKS CAN BE IMPROVED.
I WOULD ASK THAT WE COULD POSSIBLY, IF, UH, CARRIE'S SCHEDULE, PERMITS, PUT THAT ON A FUTURE WMS AGENDA.
CAUSE I WON'T BE THERE, JUST NOT THE JULY 12TH ONE.
CAUSE UH, ERIC AND I WERE, WERE READING YOUR MIND.
WELL, NOT KNOWING THAT YOU WON'T BE THERE, BUT WE DO HAVE THAT ON THE JULY.
UM, I THINK WE CAN WORK WITH CARRIE TO SEE IF THERE'S A, SOUNDS GOOD.
AUGUST WOULD BE MUCH BETTER CUZ THEN SUMMER'S OVER.
WE CAN SEE WHAT ELSE MIGHT HAVE OCCURRED DURING, UH, JULY AND AUGUST.
WE'RE, WE'RE TRYING TO BE RESPONSIVE TO THE TIMING OF THE, THE REPORT BEING RELEASED AND NOT LETTING IT AGE TWO LUNCH, BUT I THINK WE CAN, UM, I'M AVAILABLE FOR EITHER MONTH.
I'LL LET Y'ALL ARGUE
IT PROBABLY TAKES A FEW MONTHS FOR US TO DIGEST IT ALL.
I, I WILL, I WILL COORDINATE WITH MY CHAIR AND WE WILL FIND A GOOD DATE.
ANY OTHER COMMENTS OR QUESTIONS? ALL RIGHT, SEEING THEN, THANK YOU, JIM.
[11. Credit Finance Sub Group (CFSG) Report (Vote)]
BRENDAN.ALL BRENDAN SEGER HERE WITH THE, UH, CREDIT FINANCE SUBGROUP UPDATE.
SECOND, UM, WE THIS FROM OUR, UH, JUNE 21ST MEETING.
WE LOOKED AT, UH, SEVERAL NPRS FOR CREDIT IMPACT.
WE HAD FOUR VOTES ON THE, UH, ERCOT CHANGING COLLATERAL FORMS. AND, UH, THE NPRS SEEN BELOW, WHICH I WILL DESCRIBE IN DETAIL, ALONG WITH OUR REGULAR CREDIT EXPOSURE UPDATES.
UH, THE, WE LOOKED AT TWO, NPRS 1182 ON INCLUSION OF CONTROLLABLE LOAD RESOURCES AND ENERGY STORAGE AND CONSTRAINT, COMPETITIVE TEST PROCESS 1183, THE, UH, ERCOT CRITICAL ENERGY INFRASTRUCTURE INFORMATION DEFINITION, CLARIFICATION.
AND WE VOTED TO CONSIDER THESE TWO OPERATIONAL WITHOUT CREDIT IMPLICATIONS.
UH, ERCOT CREDIT PRESENTED ON THE CHANGE IN COLLATERAL FORMS WE'VE BEEN DISCUSSING SINCE APRIL.
UH, WE'RE WORKING ON CHANGES TO CREDIT RELATED FORMS, INCLUDING LETTERS OF CREDIT, SURETY BONDS, AND PARENTAL GUARANTEES, AS PARENTAL GUARANTEES ARE EFFECTIVELY GONNA BE ELIMINATED.
UH, WITH NPR 1112, ELIMINATING UNSECURED CREDIT IN THE MARKET BEGINNING IN OCTOBER, UM, THE UPDATES TO THE L UH, LETTERS OF CREDIT, UH, WERE TO REFLECT MARKET STANDARD ELECTRONIC COMMUNICATIONS, YOU KNOW, UH, EMAILING PDFS VERSUS HARD COPIES BY COURIER OR FAXES.
UH, AND THEY PROPOSE TO REMOVE SOME OF THE DOCUMENTARY REQUIREMENTS IN THEIR LC, DRAW, UH, DOCUMENTS, UM, NO CHANGES TO, UH, SURETY BONDS.
AND WE ENDORSED THIS THROUGH A VOICE VOTE.
NEXT, WE LOOKED AT 1175 ON BACKGROUND CHECKS.
UM, ERCOT, UH, ONCE QUEASY HAS TO BE ABLE TO DEMONSTRATE, UH, TO ERCOT SATISFACTION THAT IT DOES NOT POSE AN UNREASONABLE FINANCIAL RISK OF FINANCIAL DEFAULT PO TO ERCOT MARKET PARTICIPANTS BY ENTITY OR PRINCIPLES.
UH, INDICATORS INCLUDE PAST MARKET MANIPULATION, TRADING VIOLATIONS, OTHER FINANCE RELATED VIOLATIONS, UH, OR, UH, DECISION BY A STATE OR FEDERAL COURT OR LEGAL PROCEEDINGS, UM, FINANCIAL DEFAULTS IN ARCO OR OTHER ISOS OR INDICATIONS OF BANKRUPTCY OR INSOLVENCY AND, UH, PAST CIVIL JUDGMENT OR CRIMINAL CONVICTION THAT THAT REFLECTS PROBLEMATIC BEHAVIOR BY ENTITY OR PRINCIPLES.
SO THERE'S SOME DISCUSSION, UH, TO ALLEVIATE CONCERNS REGARDING, YOU KNOW, OBVIOUSLY THIS IS A REGULATED INDUSTRY.
THERE ARE REQUESTS FOR INFORMATION AND JUST TO KIND OF, UH, PUT A BRIGHT LINE BETWEEN WHAT MIGHT BE CONSIDERED AN INVESTIGATION AND AN INQUIRY
[00:35:01]
AS PART OF A ROUTINE PROCESS.SO ERCOT, UH, ADDED, ADDED THE WORD FORMAL IN THE FOLLOWING, ANY COMPLAINT, FORMAL INVESTIGATION OR DISCIPLINARY ACTION CONCERNING FINANCIAL MATTERS BY OR WITH THE S E C CCFT, C FERC SRO, ISSO OR STATE PUBLIC UTILITY COMMISSION SECURITY BOARD BY THE APPLICANT, PREDECESSORS, AFFILIATES, OR PRINCIPALS WITHIN THE LAST 10 YEARS.
UM, SO YEAH, THEY'RE NOT JUST TRYING NOT TO GET A BLANKET, UM, OPEN REQUEST FOR PAPERS.
UH, ERCOT ALSO ADDED LANGUAGE TO CLARIFY.
THE INTENTION OF THE BACKGROUND CHECKS WILL BE CONDUCTED BY A THIRD PARTY AND NOT ERCOT ERCOT WILL REVIEW THE BACKGROUND CHECK AND MAKE A DETERMINATION BASED ON THOSE REPORTS.
UH, WE VOTED TO ENDORSE 1170 500% IN FAVOR AS AMENDED BY THE SIX 19 ERCOT COMMENTS AND REVIEWED BY C F S G.
UH, WE HAD A DISCUSSION ON NPR 1146 AND THE OVERALL CREDIT CALCULATION THAT KIND OF RESULTS IN, UM, COLLATERAL POSTINGS TO ERCOT.
LET'S SEE, UH, ERIC, YOU HAVE A QUESTION? YEAH.
UM, WE DON'T HAVE TO TALK ABOUT THIS RIGHT NOW, BUT AT PRS, I'D JUST BE CURIOUS TO HAVE ERCOT ANSWER.
I BELIEVE THAT UNDER 1175 ERCOT ACTION IS APPEALABLE JUST LIKE ANY OTHER ERCOT ACTION.
AND I JUST WANT TO CONFIRM THAT WHEN WE GET TO THE DISCUSSION AT PRS.
YEAH, AND I, I'LL BRING THAT UP NEXT TIME.
IS THERE'S SOMEONE ELSE IN THE QUEUE.
ERIC, UM, WHAT, WHAT ARE YOU, MEANING LIKE THE, THE ACTIVE, UM, REQUIRING BACKGROUND CHECKS, OR DO YOU MEAN THE ACTIVE? NO, JUST LIKE IF THEY WERE TO MAKE A DECISION ABOUT SOMEBODY.
YEAH, I, THAT'D BE GOOD TO KNOW.
SO, SHAMS AND RAINBOW ENERGY, UH, WITHDREW 1146, WHICH PROPOSED TO ALTER THE CREDIT CALCULATIONS, UM, WHICH WERE INITIALLY HIGHLIGHTED BECAUSE OF INSTANCES OF OVERCOLLATERALIZATION.
UM, WE HAD A BROAD RANGE DISCUSSION BASED ON BUILD AND UNBUILD SEDIMENT TRANSITION DAY COUNTS AND FORWARD ADJUSTMENT FACTORS, UH, WHICH ARE ALL PART OF THE ALGORITHM, UH, IN PARTICULAR ELIMINATING THE POSSIBILITY OF AN ELIMINATING THE UNBUILD TIME AMOUNT COMPONENT OF THE ALGORITHM.
UM, THE PRIMARY CONCERN WAS THAT DURING YURI, UH, MARKET PARTICIPANTS FACED COLLATERAL OBLIGATIONS WHEN ERCOT ACTUALLY OWED THEM MONEY.
AND AS THEIR, AS THEY WERE EXPORTING AND STARTED TO IMPORT, UM, THESE OBLIGATIONS WERE GROWING.
AND THAT, UH, RESULTED IN A DISINCENTIVE TO ECONOMIC DISINCENTIVE TO PROVIDE POWER TO THE GRID, SPECIFICALLY ON DC TIES.
UM, WE INVESTIGATED AND, UH, STAFF LOOKED AT IN THESE HIGH PRICE WHIPSAW EVENTS.
THERE WERE ALSO INSTANCES OF UNDER COLLATERALIZATION.
UH, SO WE'VE BEEN LOOKING AT THIS FOR A YEAR.
UH, ERCOT STAFF, UM, POSITION WAS, AS IT WAS PRESENTED, THE NPR WAS UNTENABLE.
BUT, YOU KNOW, IT WILL AGREE TO CONTINUE TO LOOKING INTO, UH, IMPROVING THIS.
AND ONE OF THE ISSUES IS THAT, YOU KNOW, CHANGING IT WOULD INVOLVE SUBSTANTIAL RESOURCES, TESTING, YOU KNOW, PRIORITIZATION WITH OTHER, UM, IMPORTANT PROJECTS AND LONG TIMELINES.
SO WE WILL KEEP LOOKING AT THIS.
UH, WE HAD A NPR FROM TENAS ON COLLATERAL INTEREST.
UM, THIS IS BASICALLY SWITCHING FROM THE CURRENT ANNUAL SYSTEM TO A MONTHLY BASIS AND REQUIRES ERCOT TO REPORT, UH, MORE FREQUENTLY ON THE CALCULATION OF INTEREST, UH, THE GROUP VOTED TO APPROVE 1184 WITH EVERYBODY IN FAVOR.
UH, AND ERCOT PRESENTED NPR 1174 ON RETURN OF SETTLEMENT FUNDS.
UM, THIS ESTABLISHES A PROCESS WHERE QUEASY OR, UH, CR ACCOUNT HOLDER CAN RETURN SETTLEMENT FUNDS IN THE EVENT OF AN OVERPAYMENT.
THIS IS PART OF THE, UH, ALTERNATIVE DISPUTE RESOLUTION PRO UH, PROCESS, ALTERNATIVE DISPUTE RESOLUTION.
UM, AND IF A PARTY REQUESTS DOCUMENTS OR DATA FROM ANOTHER PARTY, UH, THEY MUST PROVIDE WITHIN 15 DAYS, UH, THE REQUESTED DOCUMENTS, AN EXPLANATION OF WHY THE DATA SHOULD OR SHOULD NOT BE PRODUCED, AND AN EXPLANATION OF WHY THE INFORMATION CANNOT BE PROVIDED ON THE DATE AND A REASONABLE DATE WHEN THE DOCUMENTS COULD BE PRODUCED.
AND WE VOTED TO ENDORSE THIS AS AMENDED BY
[00:40:02]
THE, UH, SIX NINE TENAS COMMENTS.THIS ONE WE CAN SKIP ACTUALLY, CUZ DUKE ENERGY IS NOT AN ERCOT NUMBER, SO THEY DO HAVE ASSETS.
SO, WRAPPING UP THE, UM, OUR MONTHLY HIGHLIGHTS FROM APRIL AND MAY, 2023, UH, THE TOTAL POTENTIAL EXPOSURE INCREASED SLIGHT SLIGHTLY FROM 1.09 BILLION TO 1.1 IN MAY.
THIS WAS DUE TO HIGHER REAL-TIME, DAY AHEAD SETTLEMENT PRICES, UH, DISCRETIONARY COLLATERAL INCREASED SLIGHTLY FROM 3.09 TO 3.1 BILLION, AND THERE WERE NO UNUSUAL COLLATERAL CALLS.
UH, HERE, JUST FOR YOUR VIEWING PLEASURE.
THE, UM, THE, THE COLLATERAL AMOUNTS, THE DOTTED LINES REPRESENT EXPOSURE, THE COLORED LINES REPRESENT, UM, HOW THAT EXPOSURE IS BEING COVERED.
UH, YOU CAN SEE MOST OF IT IS WITH LETTERS OF CREDIT, SOME CASH, AND THOSE LITTLE GRAIN BARS AT THE TOP AND THE UNSECURED CREDIT WILL BE GOING AWAY IN OCTOBER.
SO THIS IS JUST THE, UH, AGAIN, JUST THE VIEW OVER THE LAST TWO MONTHS OF, UH, HOW THE DISCRETIONARY COLLATERAL WITH RESPECT TO POTENTIAL EXPOSURE, CR ACTIVITY, CR BID LOCKS, AND NOTHING UNUSUAL TO REPORT HERE.
UM, AND THAT IS IT, UNLESS THERE'S ANY QUESTIONS.
WE GOT A QUESTION FROM ERIC GOFF.
IT SEEMS LIKE WE HAVE A MINOR, ERIC, SEEMS LIKE WE HAVE A MINOR BUG IN HAVING TO VOTE AND NOT VOTE ON MEMBERS OF THIS COMMITTEE.
WE'VE, UM, CAN WE CLEAN THAT UP IN SOME WAY? SO IT'S JUST A LITTLE THING, BUT IT'S HAPPENED A FEW TIMES.
IS THERE A WAY THAT WE CAN, UH, YES, GET A, AN AMENDMENT TO THE GROUP CHARTER OR SOMETHING TO, TO FIX THIS ISSUE? YEAH, SO I THINK THAT'S SOMETHING WE CAN CERTAINLY LOOK AT.
I MEAN, IF YOU'VE GOT ANY PARTICULAR IDEAS, I, I KNOW WE'LL BE HAPPY TO HEAR THOSE.
I THINK THE BIGGEST THING, OF COURSE, IS TO, THIS TACK ENDS UP BEING KIND OF THE LEVEL OF VETTING THAT THE BOARD IS LOOKING FOR IN TERMS OF MAKING SURE THAT WE'VE GOT THE RIGHT FOLKS ON THE, UH, ON THIS, UH, SUBGROUP.
SO ANYHOW, UH, SO WE WANNA BE MINDFUL OF THAT VETTING RESPONSIBILITY THAT WE DO HAVE.
BUT IF THERE'S AN OPPORTUNITY TO CLEAN UP THAT PROCESS, I THINK WE'RE OPEN TO DOING THAT.
SO BRENDAN, IF YOU WANNA, IF YOU WANT TO TAKE A LOOK AT THAT, UM, AS PART OF YOUR NEXT MEETING, I THINK THAT WOULD BE HELPFUL AS WELL.
ANY OTHER COMMENTS OR QUESTIONS? ALL RIGHT.
WE ARE NOW ABOUT AN HOUR AND 15 MINUTES AHEAD OF SCHEDULE.
[12. Large Flexible Load Task Force (LFLTF) Report]
MOVING ON TO OUR LARGE FLEXIBLE LOAD TASK FORCE, UH, OCCURRED TO US THAT THIS HAS NOT BEEN, UH, DISCUSSED HERE AT TAC IN A PRETTY GOOD WHILE.SO WE ASKED BILL TO GO AHEAD AND COME IN AND, UM, PROVIDE AN UPDATE ON THIS IF WE COULD.
SO BILL, YOU AVAILABLE? YES, I'M ON, UH, ONLINE.
CAN Y'ALL HEAR ME OKAY? YES, SIR.
UH, IF YOU CAN SPEAK UP JUST A LITTLE BIT, THAT WOULD BE HELPFUL.
I WILL TRY TO DO MY BEST HERE.
I HAVE A HEADSET ON, SO HOPEFULLY IT, AND I ALSO HAVE A CALL, SO THAT'S WHY I'M NOT THERE IN THE MEETING ROOM WITH Y'ALL TODAY.
UH, WE'RE GETTING CLOSE TO RELEASING OUR, UH, SET OF RULES FOR THE LARGE FLEXIBLE LOADS AND, UH, KIND OF WHAT'S IN IT.
UM, THIS IS A SLIDE THAT WE'VE BEEN USING INTERNALLY THAT YOU TRY TO DO SOME IMPACT ANALYSIS, UH, BUT IT ALSO IS USEFUL FOR YOU TO KIND OF SEE THE DIFFERENT AREAS THAT WE'RE ADDRESSING AND THEN THE DIFFERENT RULES THAT WE'LL BE PUTTING OUT.
UH, SO FIRST OFF, WE'RE CREATING, UM, SOME NEW TERMS, UM, THAT WILL BE, UM, AN L FFL TF, UM, NPR R.
UM, WE ARE ALSO DEALING WITH A REGISTRATION, UM, AND THAT'LL BE HANDLED THROUGH A RIGGER, UM, THAT COME, UH, COMES, UH, AND CREATES A, A NEW SET OF DATA THAT WE'LL COLLECT FOR THIS NEW TYPE OF LOAD.
WE'RE ALSO DEALING WITH THE INTERCONNECTION PROCESS.
WE'VE BEEN MANAGING THE LARGE FLEXIBLE LOADS THROUGH, UM, AN INTERIM PROCESS.
AND THIS WILL PUT OUT THE KIND OF PERMANENT PROCESS THAT WE'LL BE USING, AND IT'LL BE IN THE PLANNING GUIDES.
THERE'LL BE A SECTION EIGHT, UM, THAT WE'LL BE USING, UM, CREATING A NEW SECTION THAT'LL DEAL WITH JUST CONNECTING THESE LARGE LOADS SIMILAR TO THE SECTION FIVE THAT DEALS WITH INTERCONNECTING GENERATORS.
BUT, UM, WE'VE MADE SOME ADJUSTMENTS TO IT.
IT'S NOT, UH, IDENTICAL, BUT IT, IT FOLLOWS A
[00:45:01]
LOT OF THE SAME, UH, PRINCIPLES.UM, ADDITIONALLY, UH, WE'LL BE ADDING SOME OPERATIONAL, UM, CHANGES, UM, THROUGH AN NPR AND A NO R.
UM, WE'LL BE DEALING WITH RAMP LIMITS FOR THESE LARGE LOADS, UH, WHETHER THEY'RE A CLR OR THEY'RE, UM, NOT A CLR, THEY MAY HAVE DIFFERENT LIMITS.
ALSO SOME RIDE THROUGH REQUIREMENTS.
AND, UH, WE'LL BE MAKING SOME ADJUSTMENTS TO, UM, CLRS TO, UM, MAKE IT SO THAT THE CLRS CAN REGISTER TO BE A CLR WITHOUT HAVING THE REQUIREMENT FOR PRIMARY FREQUENCY RESPONSE.
IF THEY WANT TO PROVIDE ANCILLARY SERVICES, THEY WOULD, UH, THEN HAVE TO PROVIDE THE PRIMARY FREQUENCY RESPONSE, BUT IF THEY'RE JUST IN SCED FOLLOWING S SCD, UM, THEY WOULDN'T HAVE TO DO THAT.
AND THEN, UM, THERE'S A C LR NPR R R THAT, UH, UH, SIS BEEN WORKING ON, AND IT'S COMPLIMENTARY TO THE WORK, UH, COMING OUT OF THE, UH, TASK FORCE.
AND IT'S GOT SOME, UH, CHANGES FOR, UH, CLRS, UH, WHERE THEY'LL BE IN S SCED AND, UH, UM, THEY'LL ALWAYS HAVE TO HAVE AN OFFER IF THEY'RE CONSUMING, UM, WHICH IS HELPFUL FOR THE INTERCONNECTION PROCESS FOR THE LARGE LOADS.
IF WE CAN TAKE CREDIT FOR THEM ALWAYS BEING, UH, IN S SCED, THEN UH, THEY MAY BE ABLE TO GET SOME, UH, UM, IMPROVED AMOUNTS THAT WE, WE COULD, UH, AUTHORIZE SINCE THEY'LL BE, UH, FOLLOWING SCED.
UM, AND THEN IT'LL ALSO ADDRESS THE SETTLEMENTS, UH, WHERE I THINK THEY'RE GETTING PAID DONALLY OR, UH, THEY'LL NOW, UH, GO TO A NODAL SETTLEMENT, UM, THAT'S INSIDE OF SIZE N P R R.
AND THEN WE'RE ADDRESSING, UM, AN ISSUE WHERE WE'VE HAD SOME OF THESE LARGE LOADS THAT ARE MOVING IN.
THEY CONNECT UP TO A SMALL, UH, UTILITY, AND IN SOME CASES THEY MIGHT BE LARGER THAN THE ENTIRE, UH, NORMAL NATIVE LOAD.
AND IF YOU KIND OF USE THE TODAY'S METHOD FOR, UH, ALLOCATING LOAD SHED, UM, THEY MAY NOT BE ABLE TO MEET THAT.
SO WE'VE ADDRESSED THAT, UH, BY BREAKING IT INTO TWO BUCKETS.
UM, THEN KIND OF THE NORMAL NATIVE LOAD WOULD BE HANDLED THE SAME WAY IT IS TODAY.
AND THEN, UH, THESE LARGE FLEXIBLE LOADS WOULD BE HANDLED IN A, IN ANOTHER BUCKET.
WE'LL ALSO NEED TO HAVE SOME VISIBILITY SO THAT WHEN WE DEPLOY THESE, UM, YOU KNOW, OUR CONTROL ROOM WILL HAVE SOME, UH, AWARENESS OF HOW MUCH IS THERE.
AND, UM, YOU KNOW, WHEN WE LET IT COME BACK ON, UH, WE NEED TO MAKE SURE THAT WE'VE GOT ENOUGH ROOM FOR THAT.
SO, UM, IT'S GOT SOME, UH, PARTS OF THE IA THAT'LL HELP US WITH VISIBILITY IN THE DEPLOYMENT.
UH, OUR OPERATIONS GROUP WOULD LIKE THE DEPLOYMENT TO GO OUT THROUGH, UM, KIND OF THE STANDARD TOOLS THAT WE USE FOR DEPLOYMENTS.
SO IT MAY HAVE SOME, UH, IMPACTS OVER IN OUR MARKET SYSTEMS. NEXT SLIDE.
SO NOT TO GO INTO A WHOLE TASK FORCE MEETING HERE, BUT, UM, I JUST WANTED TO SHOW WHAT WE'RE CREATING AS FAR AS THE TERMS. UM, WE'LL BE DEFINING THE LARGE LOAD.
UH, WE'LL ALSO BE DEFINING THE LARGE LOAD INTERCONNECTION STUDY PROCESS.
AND THEN THIS NEW TYPE OF LOAD, WHICH IS, UM, WE'RE CALLING IT REGISTERED CUR TAILORABLE LOAD R CS.
AND SO YOU CAN KIND OF SEE IN THE, THE GRAPHIC BELOW.
WE'VE, YOU KNOW, ALWAYS HAD TRADITIONALLY FIRM LOAD, AND THEN WE'VE HAD THE NON-CONTROLLABLE LOADS AND THE CONTROLLABLE LOADS.
UM, SO WE'RE CREATING THIS NEW BUCKET OF RCL THAT IT KIND OF SITS IN BETWEEN THE FIRM AND THEN, YOU KNOW, THE, UH, OTHER TYPES OF LOADS BY THEIR LEVEL, LEVEL OF SOPHISTICATION.
BUT THE, UH, RRCS ARE THOSE TYPES OF LOADS THAT WOULD REGISTER, AND THEY'VE VOLUNTEERED TO BE ABLE TO BE INTERRUPTED BEFORE WE GET INTO AN EMERGENCY.
THAT WAS KIND OF, UH, SOME OF THE EARLY ON, UH, PREMISE THAT THE, UH, LARGE LOADS TOLD US THAT THEY WERE WILLING TO DO.
SO WE'VE CREATED THIS NEW BUCKET FOR THAT TYPE OF LOAD, WHICH WILL BE REGISTERED, AND, AND THAT'S WHERE WE'LL HAVE SOME VISIBILITY IN IT, IN THE CONTROL ROOM.
UM, AND THEN I'M ALSO NOTING THAT SIZE NPR R WOULD'VE SOME ADJUSTMENTS TO CLRS HERE THAT ARE HELPFUL.
BILL, I HAVE A QUESTION FROM, UH, ERIC, I'M SORRY, FROM SETH AND ONE FROM GARRETT AHEAD.
THANK YOU FOR THIS UPDATE, SETH DC ENERGY.
UM, ONE IS, IS THE RCL, ARE THOSE IN S SCED OR THOSE OUTSIDE OF S SCED? THESE WOULD BE LOADS THAT HAVE VOLUNTEERED TO BE INTERRUPTED, BUT WOULD NOT BE REGISTERED TO BE IN S SCED.
AND WHAT, WHAT HAPPENED TO S FLEXIBLE LOADS? WERE WE GONNA HAVE, UH, SORT OF LIKE A CLR LIGHT?
[00:50:01]
SO WE DECIDED THAT, UM, WE WOULD MAKE THE PFR CHANGE, UM, TO THE CLRS, AND THAT KIND OF GIVES YOU THE SAME THING AS THE SKIT FLEXIBLE.SO WE DIDN'T REALLY NEED TO CREATE A NEW BUCKET THAT JUST KIND OF REDUCES THE IMPACT.
AND WITH, UM, CLRS THAT WANNA PROVIDE ANCILLARY SERVICES, HAVING TO DO A PFR TEST, UM, THOSE THAT ARE PROVIDING ANCILLARIES WOULD STILL, YOU KNOW, NEED TO GET, DO THAT TEST, BUT THOSE THAT DON'T, UM, COULD JUST GET IN KIND OF LIKE THE SKIT FLEXIBLE.
I THOUGHT, I THOUGHT THAT THAT IS WHERE YOU WERE GOING WITH THAT.
UM, AND THEN DO YOU HAVE ANY ETA'S ON WHEN THESE NPRS MAY BECOME AVAILABLE? UM, I DO HAVE KIND OF A, UM, A DEADLINE THAT WE'RE, WE'RE TRYING TO, UH, SHOOT FOR.
UM, MY INTERNAL GOAL IS TO TRY TO GET IT OUT THERE BEFORE THE NEXT TASK FORCE MEETING, WHICH WOULD BE, UM, THE END OF JULY 20, I THINK JULY 27TH, UM, MAYBE THE NEXT, UH, SCHEDULED MEETING.
UM, AND I THINK WE HAVE AN O K R TO TRY TO GET IT OUT BEFORE AUGUST.
SO WE'RE, WE'RE TAKING KIND OF THE NEXT MONTH, UM, TO, TO GET THAT WORK DONE AND GET IT POSTED, HOPEFULLY TO BE ABLE TO TALK THROUGH THE WORDS ACTUALLY AT THE NEXT TASK FORCE.
HEY, BILL, WE'RE GONNA, THIS, THIS BOB WHI MERRI, WE'RE GONNA NEED THAT SEVEN DAYS BEFORE THE, BEFORE THE 24TH MEETING.
UH, THERE WAS SOMEBODY ELSE THAT WAS IN THE QUEUE.
THANK YOU FOR THE PRESENTATION.
ONE QUESTION I DID WANT TO ASK, OF THE BOTTOM LEFT OF THIS SLIDE, WHAT IS A GREEN TYPE OF LOAD?
BILL BARNES, I'M STRUGGLING WITH THE RCL CONCEPT.
UM, THIS IS, ARE YOU GOING TO DISPATCH IT? DO YOU, I THOUGHT THIS WAS THE VOLUNTARY CURTAILMENT PROGRAM YOU ATTEMPTED THAT NO ONE SIGNED UP FOR.
MAYBE YOU'VE MADE IT A LITTLE BIT MORE, UH, FORMAL, BUT HOW, HOW YOU SAID THIS IS GONNA PROVIDE INSIDE OR AWARENESS IN THE CONTROL ROOM.
WHAT WILL YOU SEE THAT YOU DON'T SEE NOW? OKAY.
UM, SO AS A, UH, LOAD COMES IN, IF IT'S A LARGE LOAD AND IT HAS TO GO THROUGH THIS INTERCONNECTION PROCESS, I E IT'S GREATER THAN 75 AND IT WANTS TO CONNECT IN LESS THAN TWO YEARS, THEY WILL NEED TO REGISTER AS A TYPE OF LOAD.
UM, IF THEY CHOOSE TO BE A CLR, THEN WE WILL INTERCONNECT THEM, UM, KIND OF DO THE STUDIES AND ALL THAT.
LIKE WE WOULD FOR A GENERATOR I E THEY CAN BE DISPATCHED IN REAL TIME IF THEY'RE A NCLR OR RCL OR A FIRM LOAD, SINCE WE'RE REALLY NOT TURNING THOSE GUYS OFF THROUGH SCED AT ALL, WE WOULD STUDY THEM ALL AT KIND OF THEIR FULL AMOUNT.
AND IF THEY SHOWED OVERLOADS, PROBABLY WOULDN'T, UH, UH, WE'D LIMIT THE AMOUNT, UM, BECAUSE WE DON'T HAVE THE ABILITY TO DISPATCH THEM LIKE WE WOULD CLRS.
UM, WHAT WE HEARD FROM THE LARGE LOADS WAS THAT, UM, THEY WOULD SOMETIMES NOT BE ABLE TO QUALIFY TO BE A CLR.
AND SO THAT THEY WANTED TO CREATE THIS EXTRA BUCKET.
UH, THEY WANTED TO CALL IT INTERRUPTIBLE LOAD, BUT, UM, THERE WAS SOME CONFLICTS WITH THEIR DEFINITIONS, BUT WE, UH, ENDED UP CREATING THIS REGISTERED CURABLE LOAD BUCKET FOR THOSE LARGE LOADS THAT CAN'T BE A CLR TO, UM, REGISTER.
AND THEN AS THEY'RE REGISTERED, WHEN WE GET 'EM MODELED IN OUR SYSTEM, THAT COULD THEN GO INTO DASHBOARDS FOR OUR OPERATORS.
AND IF WE GO KIND OF TO THE NEXT SLIDE, MAYBE, UM, I CAN EXPLAIN HOW THE CURTAILMENT PROCESS WOULD WORK.
SO SIMILAR TO MANUAL LOAD SHED, UM, ON THE RIGHT HAND SIDE, YOU SEE KIND OF HOW WE CALCULATE THE, THE TOTALS ON THE RIGHT HAND SIDE FOR TODAY'S FIRM LOAD SHED, WE WOULD COME UP WITH A, A TABLE SIMILAR FOR THESE RCOS AND, UH, WE WOULD HAVE A CERTAIN PERCENTAGE ALLOCATION TO THE QUEASY THAT OPERATE THEM.
AND WHEN WE HAVE, UH, A REAL TIME SITUATION WHERE WE'RE GETTING CLOSE TO AN EMERGENCY, NOT QUITE IN AN EEA, WE THINK IT WOULD BE AFTER WE DEPLOY THE NON SPIN THAT, UM, WE WOULD THEN TAKE A LOOK AT THESE DASHBOARDS, SEE HOW MUCH WE HAVE OF THIS, UM, RCL, AND THEN WE WOULD MAKE A DEPLOYMENT TO THOSE QUEASY AND WE WOULD TURN THOSE LOADS OFF.
[00:55:01]
AND THAT WOULD HELP US AVOID GETTING INTO AN EMERGENCY.SO THIS IS NOT, IT'S NOT VOLUNTARY TO BE AN RCL, YOU HAVE TO BE ONE OF THE THREE BUCKETS.
NO, YOU, YOU CAN CHOOSE NOT TO REGISTER AS ANYTHING, AND YOU CAN BE A FIRM LOAD, BUT YOU MAY HAVE SOME OTHER RESTRICTIONS AS FAR AS YOUR RAMPING RATE AND ALL THAT, EVEN IF YOU'RE BIGGER THAN 75 MEGAWATTS.
UM, WHAT DO YOU MEAN? EVEN IF YOU'RE, IF YOU ARE BIGGER THAN 75 MEGAWATTS, UM, AND ARE TRYING TO CONNECT QUICKLY, YOU MAY HAVE TO GO THROUGH THE INTERCONNECTION PROCESS, BUT YOU MAY CHOOSE THAT I'M A LOAD THAT, YOU KNOW, I'M GONNA BE A HUNDRED MEGAWATT LOAD, I WANNA CONNECT IN 18 MONTHS.
WE'LL RUN YOU THROUGH THE INTERCONNECTION PROCESS.
BUT IF YOU TELL US YOU'RE A FIRM LOAD, WE'LL JUST, YOU'LL BE A FIRM LOAN.
SO YOU'LL, YOU'LL HAVE THE OPTION OF CHOOSING WHICH BUCKET YOU GO INTO, BUT WHEN YOU DO CHOOSE TO GO INTO THE RCL BUCKET, THEN YOU'LL HAVE A SPECIFIC REGISTRATION THAT'LL HELP US, YOU KNOW, DO THESE DEPLOYMENTS.
YEAH, I JUST, I THOUGHT YOU MIGHT HAVE BEEN TRYING TO COMPLY WITH SOME LEGISLATION THAT PASSED THAT I THINK CREATES MANDATORY REGISTRATION REQUIREMENTS FOR THESE TYPES OF LOADS.
I JUST, I'M STRUGGLING TO SEE THE INCENTIVE IF I'M A LARGE LOAD, WHY, WHY I WOULD DO RCL.
CAUSE THEN I'M LIMITED IN WHAT I CAN CURTAIL.
I'D RATHER CURTAIL MY OWN BASED ON PRICE.
I GUESS IF, UH, ERCOT IS, UH, GETTING DOWN INTO, UM, YOU KNOW, DEEPER EAS AND, UM, YOU KNOW, THESE LOADS COULD TURN OFF, UM, GENERALLY THE PRICE WOULD BE HIGH ENOUGH WE BELIEVE THAT THEY WOULD WANT TO TURN OFF ANYWAY.
SO, UM, YOU KNOW, HOPEFULLY THERE'S NOT REALLY THAT MANY OF THEM THAT WOULD BE ON AT THE TIME.
BUT, UM, IF, IF SO, THEN WE WOULD HAVE THAT, UM, TOOL THAT WE COULD USE.
BUT, UM, I GUESS TIME WILL TELL TO SEE HOW VALUABLE IT IS.
DOES THAT WRAP UP YOUR QUESTIONS? BILL? BILL? IF I COULD JUST PUT SOME COLOR ON THAT FOR YOU.
UM, CARL DID SOME ANALYSIS ON THESE LOADS, AND THESE ARE ACTUALLY EVERYONE, LET ME FINISH BEFORE YOU START PUBLISHING STUFF IN THE PAPER, PLEASE.
THESE LOADS ARE ACTUALLY NOT FOUR CP RESPONDING BECAUSE THEY RESPOND TO PRICE AT A LEVEL THAT BY THE TIME WE GET ANYWHERE NEAR A FOUR CP, THESE LOADS ARE LONG GONE, IS WHAT ERCOT IS SEEN SO FAR.
SO ANY SORT OF PRICE MOVEMENT, WE'RE SEEING THESE THINGS RESPOND ACCORDING TO CARL AND THIS BETWEEN 70 AND A HUNDRED DOLLARS RANGE.
AND SO THAT'S NOT AN, YOU KNOW, THAT THAT'S A LOW ENOUGH PRICE THAT THEY'RE USUALLY GONE BEFORE ANY OF THIS STUFF OCCURS, IF THAT'S HELPFUL.
SO WE'RE BUILDING A QUEUE HERE.
SO WE'VE GOT NED FOLLOWED BY SETH, FOLLOWED BY BOB HILTON, NED.
AND I THINK BILL WAS STARTING TO, UH, BILL BARNES WAS STARTING TO GO DOWN, UH, THE, THE PATH THAT I WAS THINKING.
AND, UH, YOU KNOW, BILL OR, OR BOB, YOU MAY HAVE MORE INSIGHT ON THIS, BUT, UM, WOULD THE RCL CURTAILMENT BE COMPENSATED THROUGH ERCOT OR, UM, IS IT, THE THOUGHT IS THAT IS IT'S BASICALLY A, A SWEEP MECHANISM.
SO IF THEY HAVEN'T ALREADY DISAPPEARED LIKE THEY NORMALLY DO IN RESPONSE TO PRICE, THAT'S, UH, IT'S A KIND OF A FREE CALL OPTION.
THERE HASN'T BEEN ANY DISCUSSION OF PAYMENT FOR INTERRUPTIBLE LOAD AND THAT SEEMS THE PRICES THEY'RE INTERRUPTING ALREADY, IT DOESN'T SEEM TO MAKE SENSE, BUT THEY'RE REALLY GETTING OUT OF BEING IN THIS PROGRAM IS THEY'RE GETTING AN EXTRA ALERT FROM ERCOT THAT SAYS, HEY, PRICES ARE REALLY HIGH, HOW COME YOU'RE NOT GONE ALREADY? AND, YOU KNOW, SO IT'S A, IT'S A SWEEP TO CATCH ANY THAT HAVEN'T ALREADY TURNED OFF AS, UH, AS A SIGNAL.
UH, AND WOULD THERE BE A, A PERFORMANCE MEASUREMENT AGAINST THAT? LIKE IF ERCOT DEPLOYS, YOU KNOW, SAY AFTER DEPLETING NON SPIN, UM, LIKE IN THIS, WOULD THERE BE A PERFORMANCE MEASUREMENT? I, I HAVEN'T SEEN THE NPR YET.
UM, BUT WE CERTAINLY HAVE PERFORMANCE REQUIREMENTS ON OTHER THINGS.
YEAH, I WAS GONNA SAY IS ONE OF THE REASONS, OR ONE IS ONE OF THE BENEFITS OF SIGNING UP FOR THIS, THAT IN YOUR INTERCONNECTION STUDY, ERCOT KNOWS THAT THEY CAN, UM, CURTAIL YOU DOWN SO THEN YOU WOULD BE ABLE TO BYPASS CERTAIN TRANSMISSION VIOLATIONS THAT MAY COME UP IN INTERCONNECTION STUDIES.
IS THAT ONE OF THE BENEFITS? BECAUSE IF I'M FAILING TO SEE WHY SOMEONE WOULD SIGN THE DOTTED LINE, THE BENEFIT, UM, IS REALLY MORE,
[01:00:01]
I THINK WHAT BOB MENTIONED, WHERE YOU'LL GET THAT NOTIFICATION AND UM, YOU KNOW, TRADITIONALLY YOU DON'T WANNA BE, UM, ADDING TO ANY KIND OF AN EMERGENCY.SO, UM, I THINK THAT, UH, AS SOME OF THESE LARGE LOADS MOVE INTO THE STATE, UM, YOU KNOW, THEY WANT TO TRY TO WORK WELL WITH THE GRID OPERATOR.
AND SO, UM, IF THEY CAN'T BE A C LR, UH, BUT THEY DO WANT TO BE OFF BEFORE, UH, WE GET INTO AN EMERGENCY AND NOT BE CONTRIBUTING TO IT, THEN UM, THIS WOULD BE A BUCKET FOR THEM TO PARTICIPATE IN THAT.
UH, DOES WHAT I SAY STAND THAT IF YOU ARE AN RCL, THEN WHEN YOU RUN THE INTERCONNECTION STUDIES, THEN THEY'LL HAVE A FASTER PATH EFFECTIVELY, CUZ THEY MIGHT HAVE TO WAIT ON TRANSMISSION.
HEY SETH, I'LL, I'LL TRY TO ANSWER THAT ONE FOR YOU.
THAT'S THE CONCEPT, BUT THERE MAY BE A SITUATION HERE OR THERE WHERE THAT WORKS, BUT GENERALLY WHAT WE'RE SEEING IS A LOT OF TIMES THE TRANSMISSION SYSTEM IS SUCH THAT IT DOESN'T MATTER.
THE, THE OVERARCHING QUESTION I HAVE IS YOU'RE, YOU'RE LISTING HERE PRIOR TO EEA, WOULD YOU ALSO MANUALLY DEPLOY THESE FOR TRANSMISSION EMERGENCIES THAT WOULD NOT NECESSARILY, UH, CORRELATE WITH, UM, SYSTEM-WIDE SCARCITY? NO, NOT THE WAY WE'VE WRITTEN IT TODAY.
THANK YOU S SETH, IF, UH, MAY I, YEAH, GO AHEAD.
UM, I, I THINK THE ISSUE IS IF YOU THINK ABOUT PRICE RESPONSIVE DEMAND TODAY, THE WAY WE FIGURE THAT OUT IS AFTER THE FACT WE GO BACK AND DO A LOT OF REGRESSION ANALYSIS AND THINGS LIKE THAT AND THEN GO, OH, HERE WERE HERE WAS SOME PRICE RESPONSIVE DEMAND.
BUT FROM A OPERATION STANDPOINT, THERE'S NO AWARENESS OF OF WHAT IS, UH, AVAILABLE FROM A POTENTIAL.
SO ENTITIES THAT REGISTER LIKE THIS WOULD HELP IN THE CONTROL ROOM TO GIVE AN IDEA OF WHAT IS AVAILABLE.
AND I THINK IT'S GREAT AND I THINK IT'S A GREAT ENDEAVOR.
MY QUESTION IS HOW MANY, ANOTHER QUESTION, ANOTHER WAY TO SPIN THE QUESTION AROUND THE TABLE IS HOW MANY PEOPLE HAVE SIGNED UP FOR THE MA FOR THE, UH, VOLUNTARY OPT-IN PROGRAM TODAY? WELL, I, I THINK THIS, UM, WELL I, I THINK THAT THOSE ARE ALL, THAT'S A GOOD QUESTION.
FIRST OF ALL, I THINK A LOT OF THIS IS OPEN-ENDED.
I ALSO THINK THAT, UM, YOU KNOW, THIS IS AN INCREMENTAL MOVE FORWARD AND, AND NOT, UM, YOU KNOW, NOT JUST LIKE THE END OF END OF THE ROAD.
SO WE'RE TRYING TO GET AS MUCH INFORMATION AS POSSIBLE.
I IDEALLY THERE'D BE AS MUCH CLRS ON THE SYSTEM AS POSSIBLE THAT THAT'S IDEAL.
IF THERE'S SOMEBODY THAT CANNOT FOLLOW BASE POINTS THAT WOULD GO AWAY AT A CERTAIN PRICE POINT AND WE DIDN'T KNOW ABOUT IT, EITHER WE WILL, UH, OVERCOMMIT THE SYSTEM OR OR UNDER, DEPENDING ON WHAT OUR UNDERSTANDING OF THAT IS.
SO I THINK TRYING TO GET BETTER AWARENESS ALL THE WAY ACROSS IMPROVES ERCOT ABILITY TO MANAGE THE SYSTEM.
ULTIMATELY IMPACTS THE GTCS IF A BUNCH OF 'EM DROP OFF TOGETHER.
YOUR, YOUR POINT IS, UH, WELL TAKEN.
I, I STARTED THINKING THROUGH THAT.
UM, YEAH, I, I, I GET WHERE YOU'RE GOING WITH THAT.
BILL, DID YOU WANT TO ADD ANYTHING ELSE TO WHAT I SAID? WELL, UM, I, I GUESS FOR US WE WOULD PREFER THAT, UH, AS MANY AS POSSIBLE GO TO THE CLR ROUTE AND, UH, WE'VE MADE SOME CHANGES I THINK THAT WOULD, UH, POTENTIALLY MAKE THAT EASIER.
UM, AND SO, YOU KNOW, WE JUST WANTED TO MAKE SURE THAT WE WERE ABLE TO AVOID EMERGENCIES.
I THINK THIS BUCKET, I WOULD NOT THROW IT OUT AT THIS STAGE.
I'M NOT SURE HOW MANY PEOPLE WILL JOIN IN, BUT, UM, IF IT HELPS US AVOID EMERGENCIES, I THINK IT'S, IT'S WORTH IT.
UM, YOU KNOW, AFTER YOU HEAR WIND STORM U AND YOU, THEY WERE TALKING ABOUT, YOU KNOW, PLACES THAT HAD POWER AND PLACES THAT DIDN'T, WE WANNA MAKE SURE THAT WE HAVE A BUCKET TO HANDLE THOSE KIND OF SITUATIONS AND THAT THE CONTROL ROOM WILL HAVE SOME VISIBILITY AND AN OFF BUTTON TO TRY TO HELP US, UM, AVOID AS MANY EMERGENCIES AS POSSIBLE.
BILL, WE'VE GOT A FEW MORE IN THE QUEUE.
SO WE'VE GOT BOB HILTON FOLLOWED BY CARRIE BIVENS, EMILY JOLLY, AND THEN BILL BARNES.
YEAH, JUST REAL QUICKLY, SINCE WE GOT BOTH OF THESE LOAD SHED TABLES UP THERE TOGETHER, THE ONE ON THE RIGHT IS ALERT IS, UH, FIRM LOAD SHED.
SO REGARDLESS OF WHERE YOU'RE AT AT, AT A LOAD AND HOW MUCH PRICE
[01:05:01]
RESPONSIVENESS HAS GONE ON, WHENEVER THAT IS ASKED FOR, THOSE PERCENTAGES HAVE TO BE COMPLIED WITH.SO I WANNA MAKE SURE THAT THAT'S NOT TRYING TO EQUATE THAT TO THE LEFT SIDE.
IF I'VE ALREADY DEPLOYED AND IT'S ALREADY GONE AWAY FOR THE LARGE LOADS THAT I'M NOT NOW OBLIGATED TO ALSO REDUCE THIS AMOUNT THAT'S LISTED IN THIS TABLE WHENEVER IT'S CALLED UPON ON THE MANUAL DEPLOYMENT.
I GUESS TO EXPLAIN IT, UM, WHAT THE EXAMPLE THAT I'VE MENTIONED WHERE WE HAD A LARGE LOAD THAT, YOU KNOW, MIGHT HAVE BEEN 500 MEGAWATTS AND SOMEBODY'S NATIVE LOAD MIGHT HAVE ONLY BEEN 300 MEGAWATTS.
WE'RE TAKING THAT 500 MEGAWATT RCL AND WE'RE MOVING IT OVER INTO THIS LEFT TABLE.
AND, UH, THEN THE TO THAT HAS THE 300 MEGAWATTS OF FIRM LOAD WOULD STILL GET THEIR CALCULATION BASED ON THE, YOU KNOW, THE NATIVE FIRM LOAD.
AND THEN THE RCL WOULD BE OVER IN THIS OTHER BUCKET AND, UH, HANDLED THROUGH KIND OF DEPLOYMENTS TO THE QUEASY.
SO WE WOULDN'T ASK THE PO TO GO AND SHED THE AMOUNT THAT WE ALREADY ASKED SOMEBODY TO SHED OVER IN THE QUEASY SIDE.
I WAS MORE TALKING ON THE QSE SIDE.
UH, IF QSE HAS A, SAY QSE ONE HAS A 8.41% MEGAWATT DEPLOYMENT OF, OF THAT, BUT THAT'S ALREADY GONE BEFORE YOU MANUALLY DEPLOY IT BASED ON PRICE.
DOES THAT QSC NOW HAVE THE OBLIGATION TO STILL REDUCE 8.41% OF LOAD? IT DOESN'T, DOES IT? I MEAN, JUST THE WAY THESE TWO ARE PUT UP, I'M JUST MAKING SURE THAT THAT'S NOT AN OBLIGATION ON THE QSC, THAT IF IT'S ALREADY GONE, IT'S GONE.
AND YOU DON'T HAVE TO MAKE UP FOR THAT.
THAT'S, THAT'S BASICALLY WHY WE'LL NEED TO HAVE IT REGISTERED.
SO WE'LL NEED TO HAVE, YOU KNOW, VISIBILITY OF HOW MUCH IS THERE.
AND THEN ACTUALLY I THINK WHEN WE MAKE THE DEPLOYMENT, IT WILL PROBABLY BE CREATED CUZ WE HAVE, I MEAN, I THINK IT'S LIKE 39 GIGAWATTS OF LARGE LOAD IN THE QUEUE RIGHT NOW.
UM, I THINK WE'VE CONNECTED UP ABOUT TWO GIGAWATTS SINCE WE STARTED THIS PROCESS, UM, IN LAST MARCH.
UM, I DON'T KNOW WHERE IT'S GONNA END UP.
IT'S PROBABLY NOT GONNA GET TO THE 39, BUT, YOU KNOW, IT COULD EASILY PROBABLY GET TO THE FIVE TO 10 GIGAWATTS.
SO SOME OF THIS WILL BE ON, SOME OF IT WON'T BE, WE JUST NEED TO HAVE IT REGISTERED SO THAT OUR OPERATORS CAN SEE HOW MUCH IS THERE.
I THINK IF IT'S A LARGER AMOUNT THAT'S, THAT REGISTERS IN THIS RCL BUCKET, WE MAY HAVE TO CREATE, YOU KNOW, I DON'T KNOW, 500 OR A THOUSAND MEGAWATT, UM, GROUPINGS.
UM, WE HAVEN'T, WE DON'T KNOW EXACTLY HOW MANY, UH, WE'RE GONNA HAVE, BUT WE WOULD PROBABLY AT LEAST BREAK IT INTO 500 MEGAWATT BLOCKS.
AND THEN WHEN WE DEPLOY OUT OF THE, UH, UH, ANCILLARY SERVICE MANAGER, IT'LL TELL, YOU KNOW HOW MUCH WE'RE ASKING FOR, AND IF IT'S ALREADY TURNED OFF, THEN IT, IT WON'T BE ASKED TO BE DEPLOYED.
ALL RIGHT, CARRIE, BOB COVERED MY QUESTIONS.
UM, I WANNA FOLLOW UP ON THE ANSWER TO BILL BARNES QUESTION.
I'M NOT SURE I WAS TRACKING THAT.
UM, SO THIS IS SPECIFICALLY FOR VOLUNTARY REGISTRATION, THIS RCL DEFINITION? CORRECT.
SO WE WILL HAVE SOME, UH, RULE THAT SAYS YOU'LL HAVE TO REGISTER WITH AIRCRAFT, UM, AT A SPECIFIC MEGAWATT LEVEL.
UM, THAT WILL BE JUST SO THAT WE HAVE SOME INFORMATION ABOUT THE LOADS, BUT THE INTERCONNECTION PROCESS WILL PICK UP AT 75.
SO IF YOU'RE A LARGE LOAD AND YOU'RE TRYING TO CONNECT WITHIN, UM, A TIMEFRAME THAT'S FASTER THAN OUR NORMAL PLANNING PROCESS, THEN YOU WOULD'VE TO GO THROUGH THE LARGE LOAD INTERCONNECTION PROCESS.
SO THERE MAY BE A DIFFERENT LEVEL THAT WE HAVE YOU ACTUALLY JUST REGISTER WITH AIRCRAFT.
UM, BUT THAT'S KIND OF SEPARATE.
AND, UM, IT DOESN'T MEAN THAT, YOU KNOW, IF IF WE, I THINK WE MAY BE SETTING IT AT 25 MEGAWATTS.
SO IF, IF YOU'RE A 25 MEGAWATT LOAD, YOU MAY HAVE TO COME IN AND, AND TELL ARCOT WHO YOU ARE.
UM, BUT YOU WOULDN'T HAVE TO GO THROUGH THE WHOLE INTERCONNECTION PROCESS.
I'M, I'M NOT TOTALLY SURE I HEARD ALL OF THAT, BUT I THINK BILL'S QUESTION WAS ABOUT THE SENATE BILL 1929 AND THE REQUIREMENTS TO HAVE A DEFINITION
[01:10:01]
OF INTERRUPTIBLE LOADS AND THE REQUIREMENT FOR THOSE TO REGISTER.THIS IS SEPARATE FROM THIS PROGRAM, THIS RCL PROGRAM, OR NO? UM, I THINK IT WOULD, UM, I GUESS WORK WITH, UH, WHAT THAT LEGISLATION IS.
UM, BUT I THINK WE WOULD, UH, ALSO HAVE OUR OWN REQUIREMENTS IN ADDITION.
I MEAN, SO WE'RE STILL WORKING THROUGH A LOT OF WHAT CAME THROUGH FROM THE LEGISLATURE.
THIS INITIATIVE STARTED BEFORE THEN.
UM, IT COULD EASILY, THERE COULD BE SOME THINGS THAT DOVETAIL, BUT THERE MAY BE ADDITIONAL REQUIREMENTS THAT COME OUT OF THAT STATUTE THAT THIS DOESN'T COMPLETELY, UH, COVER.
AND I THINK THAT WAS PART OF WHAT BILL ACKNOWLEDGED WHEN HE STARTED ASKING THAT QUESTION.
SO, UM, I WOULDN'T, I WOULD NOT WANT TO CHARACTERIZE THIS AS COMPLETELY ADDRESSING, UH, ALL OF THE STATUTE.
I, I APPRECIATE THAT CLARIFICATION.
SO IT IS STILL VOLUNTARY FOR LOADS TO REGISTER AS RCL UNDER THIS, UM, CURTAILMENT PROGRAM, BILL BLEVINS, I BELIEVE YOU'VE SAID THAT RIGHT? PREVIOUSLY, BUT I'LL LET YOU ANSWER THAT QUESTION AGAIN.
YEAH, I, I, I MEAN, THE FACT YOU MAY NEED TO REGISTER WITH ERCOT IS SOMETHING THAT MAY BE A REQUIREMENT, BUT THE BUCKET THAT YOU CHOOSE TO BE IN IS NOT, SO, YOU KNOW, IF YOU REGISTER WITH ERCOT, YOU CHOOSE TO BE A C LR, THEN YOU REGISTER WITH ERCOT AND, AND YOU C L R IF YOU CHOOSE TO BE A FIRM LOAD, UM, YOU STILL REGISTERED WITH ERCOT.
UM, BUT YOU MAY HAVE DIFFERENT ROLES.
I, I THINK, AGAIN, EMILY, THE WAY ALL OF THAT COMES TOGETHER IS STILL T B D RELATIVE TO THE STATUTE THAT THAT WAS PASSED.
BILL BILL'S BEEN WORKING ON THIS PRE STATUTE.
UH, I, I THINK THAT'S IMPORTANT THAT WE MAY FIND GAPS OR, UH, YOU KNOW, OTHER THINGS THAT WE NEED TO ADD TO COMPLY.
WE'VE GOT BILL BARNES, MIKE WISE, JOHN, RUSS, AND DEVITA.
AND, UH, JUST WANT TO CAUTION EVERYONE, WE'RE, WE'RE STARTING TO GET INTO THE WEEDS OF A TASK FORCE DISCUSSION, SO WE WANNA MAKE SURE WE KEEP THIS A LITTLE HIGHER LEVEL IF WE CAN.
THE LAST THING WE, THE LAST THING WE WANT TO HAVE IS A TASK FORCE MEETING.
I, I'M ADMITTEDLY STILL CONFUSED ON WHAT YOU HAVE TO DO OR DON'T HAVE TO DO AS A LARGE FLEXIBLE LOAD.
SO I'LL TUNE INTO THE LT LF WORKFORCE MEETINGS TO TRY TO CATCH UP.
I'M JUST SURPRISED, BILL BLEVINS, WHY ERCOT WOULDN'T WANT TO REQUIRE AN LFL OF A CER CERTAIN SIZE ARE HIGHER TO EITHER BE A C LR, AN NCLR OR AN RCL.
I WOULD THINK ERCOT WOULD WANT THAT SO THEY CAN SEE IT, THEY KNOW IT'S DISPATCHABLE AND WE'RE, WHAT WE'RE HEARING IS THEY'RE GONNA BE DEPLOYED ANYWAY.
WHAT'S THE DOWNSIDE IN MAKING THEM BE AN RCL? SO NOW YOU, YOU SEE THEM AND YOU KNOW WHAT'S OUT THERE.
THE REMAINING QUESTION I HAVE, WHICH IS PART OF MY GENERAL CONFUSION ABOUT THIS TOPIC, IS WHAT IS FERRO RESONANCE? ALL RIGHT.
UM, FERAL RESIDENCE, I'LL TAKE THAT ONE UP FIRST.
IT'S JUST AN INTERACTION BETWEEN, UM, THE, THE TRANSFORMERS USUALLY, UM, FOR SOME OF THESE LOADS THAT ARE PRETTY LARGE, CAN HAVE INTERACTIONS WITH THE, UH, SERIES CAPACITORS SIMILAR TO THE WAY A GENERATOR, UH, MIGHT HAVE, UH, INTERACTION.
UM, BUT IT'S JUST, UH, UM, I GUESS A BEHAVIOR THAT WOULD HAPPEN BETWEEN LIKE A TRANSFORMER OR SOME TRANSMISSION EQUIPMENT.
AND WE'RE STARTING TO SEE THAT WITH SOME OF THESE LARGE LOADS.
SO WE HAD TO ADD THAT TERM AS A, IT'S A PHENOMENON WE'RE STARTING TO SEE IN SOME OF THE CONNECTIONS OF THESE LARGE LOADS.
UM, I GUESS THE OTHER, UH, IS I GUESS OUR PREFERENCE WOULD BE THAT EVERYBODY WOULD BE A CLR.
UM, BUT WE WANTED TO CREATE THIS OTHER BUCKET BECAUSE WE DON'T WANNA LEAVE OUT, UM, THE POSSIBILITY THAT WE COULD MAKE SOME USE OF IT TO AVOID EMERGENCIES.
UM, AND, UM, I GUESS WE WOULDN'T BE OPPOSED TO MAKING IT NOT VOLUNTARY.
UM, BUT I DON'T THINK THAT, UH, THAT'S EXACTLY WHAT THE LEDGE
[01:15:01]
CREATED.THEY CREATED A, A REGISTRATION REQUIREMENT, BUT THEY DID NOT CREATE A, YOU MUST FALL INTO THIS BUCKET REQUIREMENT.
UH, BILL, IN YOUR DISCUSSIONS, UH, JUST PLEASE MAKE SURE YOU TALK ABOUT THE RELIABILITY IMPLICATIONS AS WE'RE LISTENING TO THIS DISCUSSION.
UH, IT APPEARS, UH, TO ME THAT, UH, THE, ALL OF THESE LOADS, WHETHER THEY'RE CALLED ONE THING OR ANOTHER, ALL HAVE OPTIONALITY IN TERMS OF, UH, WHEN THEY COME OFF.
AND IT SOUNDS TO ME LIKE THEY WILL BE COMING OFF WHEN, UH, THE PRICES GO UP.
AND IT MAY BE THAT MANY OF THESE, OR MOST OF THEM HAVE THE SAME PRICE IN MIND.
SO WHEN YOU HIT THAT PRICE, UH, YOU KNOW, WE'RE GONNA HAVE 30 GIGAWATTS OF LOAD ACTUALLY, UH, CURTAILING WITHIN A SHORT PERIOD OF TIME.
WHAT ARE THE RELIABILITY IMPLICATIONS OF THAT? UH, AND IF YOU HAVE, UH, YOU KNOW, A CALL OF, YOU'RE GONNA HAVE SO MANY MEGAWATTS, UH, TRY TO COME OFF, EVEN IF THEY HAVEN'T SO FAR, SOME OF THOSE WILL BE COMING OFF OPTIONALLY AS WELL.
SO YOU'RE MIXING OPTIONALITY AND YOU'RE MIXING, UM, UH, REQUIREMENTS.
SO YOU'VE GOTTA BE CAREFUL WHAT THE RELIABILITY IMPLICATIONS ON THE ACTUAL SYSTEM ARE WHEN THAT HAPPENS.
UH, YOU MIGHT GET SOME VERY CRAZY UNINTENDED CONSEQUENCES.
JOHN RUSS, BILL, I WAS HOPING YOU COULD CLARIFY IN RESPONSE TO YOUR QUESTION TO, OR EMILY'S QUESTION, YOU MENTIONED THAT, UH, DID YOU SAY LOADS OVER 25 MEGAWATTS WOULD HAVE TO REGISTER? OR DID YOU, WHAT WAS THAT REGISTRATION LIMIT? YEAH, SO YOU MAY HAVE TO TELL ERCOT ABOUT YOUR LOAD.
IF YOUR LOAD IS GREATER THAN 25 MEGAWATTS.
UM, IF YOU ARE TRYING TO CONNECT, UH, THE LOAD AND IT'S OVER 75 MEGAWATTS, THEN YOU MAY BE IN THIS INTERCONNECTION PROCESS.
ANY LOAD THAT WOULD BE LESS THAN THE 75 MEGAWATTS WOULD NOT BE REQUIRED TO GO THROUGH THIS PROCESS ON, ON THE INTERCONNECTION SIDE.
BUT, UM, WE WOULD ALLOW YOU TO, IF FOR SOME REASON YOU THOUGHT IT WOULD BE BENEFICIAL TO GETTING YOUR PROJECT IN SOONER, UM, CUZ THIS IS SUPPOSED TO BE THE FAST LANE FOR THESE LARGE LOADS.
UM, AND SO WE'RE, WE'RE HOPING THAT IT WILL BE, BUT THE 25 MEGAWATTS WOULD REALLY BE JUST BECAUSE WE WANT TO KNOW ABOUT YOU.
AND I THINK THAT GOES BACK TO SOME OF THE EXPERIENCE WE HAD AFTER, UH, WINTER STORM URI WHERE WE DIDN'T REALLY KNOW A LOT ABOUT THESE INDIVIDUAL LOADS AND WHAT THEY WERE DOING.
AND SO WE THOUGHT THAT WE WOULD PROBABLY WANT TO KNOW AT THAT LEVEL BECAUSE THOSE LOADS MIGHT BE, UH, HELPFUL ANYWAY.
UM, WE WOULD HAVE A, YOU WILL TELL ERCOT SEND IN A FORM WHO YOU ARE AT THE 25 MEGAWATT THRESHOLD.
YOU MAY HAVE TO GO INTO RIO AND GO THROUGH THE INTERCONNECTION PROCESS ONCE YOU GO ABOVE 75.
DID I GET ALL YOUR QUESTIONS? SHA OKAY.
SO I WANTED TO RESPOND TO SOME OF THE QUESTIONS ABOUT, UM, DAVITA, WE'RE HAVING A HARD TIME HEARING YOU, IF YOU CAN SPEAK UP.
I I WANTED TO RESPOND TO SOME OF THE QUESTIONS ABOUT SB 1929 AND, AND HOW THIS INTERPLAYS WITH THAT.
UM, OBVIOUSLY IN, IN THAT BILL, UM, THE PUC WAS GIVEN AUTHORITY TO REQUIRE A REGISTRATION OF, OF LARGE LOADS, LARGE FLEXIBLE LOADS, AND THEY'RE REQUIRED TO DETERMINE WHAT A LARGE FLEXIBLE LOAD IS.
NOW, PUC REGISTRATION IS NOT THE SAME THING AS REGISTRATION AT ERCOT.
SO WE'LL BE PARTICIPATING IN, IN THAT, UM, RULE MAKING AND OFFERING ANY SUPPORT THAT IS DESIRED.
AND IT, IT MAY ALSO INFORM WHAT WE DO, UM, BUT WHAT WE DO IS GONNA BE INFORMED BY OUR LEGAL AUTHORITY, WHICH, WHICH ISN'T DERIVED FROM FB 1929.
GARRETT, JUST A DOUBLE CLARIFICATION ON ANY LOAD NEEDS TO REGISTER OVER 75 MEGAWATTS OR ANY NEW LOAD.
BILL YOU ABLE TO ADDRESS THAT? UM, I THINK WE WOULD BE ASKING THAT ALL LOADS THAT ARE ON THE SYSTEM.
SO, UH, I DON'T THINK IT WOULD JUST BE NEW LOADS WOULD HAVE TO SUBMIT SOME INFORMATION TO US SO THAT WE KNOW WHO THEY ARE AND, UM, YOU KNOW, WHAT MAYBE THEIR CONTACTS ARE.
[01:20:01]
UH, I DON'T KNOW IF IT, THE 75 MEGAWATT PEOPLE SEEM TO KIND OF JUMP OVER INTO THAT.THAT'S REALLY FOR HAVING TO DO ALL THESE INTERCONNECTION STUDIES TO MEET SOME NERCA REQUIREMENTS.
SO YOU CAN MOVE ON TO THE NEXT SLIDE.
UM, SO I COVERED THIS, UH, KIND OF IN SETH'S, UM, QUESTIONS, BUT WE'RE WORKING ON THE IMPACT ANALYSIS.
I SHOWED YOU THE SLIDE THAT KIND OF SHOWS THE SYSTEMS THAT WE THINK ARE GONNA BE IMPACTED.
UH, WE'RE GETTING BACK THE FEEDBACK FROM THOSE FOLKS TRYING TO GET SOME INTERNAL, UM, APPROVALS ON THOSE AND THEN HOPEFULLY GET THAT POSTED.
YOU SHOULD SEE, UH, NPR R A PIGGER, UH, RIGGER AND A NO R THAT WILL ALL BE FILED TOGETHER.
AND UH, THEN YOU'LL ALSO SEE A SEPARATE, UH, C L LR AND P R R THAT'S COMING OUT FROM, UH, FROM SAI IN HIS AREA THAT ARE ALL KIND OF RELATED TO LARGE FLEXIBLE LOADS.
OUR GOAL IS TO GET THAT OUT BEFORE THE JULY TASK FORCE MEETING SO THAT WE CAN ACTUALLY START TALKING THROUGH THIS LANGUAGE.
UM, AND I WANTED TO MENTION SOME OF THE ISSUES THAT WE HAVEN'T ADDRESSED YET.
UM, UH, UNDER FREQUENCY LOAD SHED, UM, WE'VE HAD A COUPLE OF DIFFERENT PROPOSALS AND IDEAS, BUT WE HAVEN'T REALLY FORMULATED ONE THAT WE, UH, THINK IS THE BEST.
UM, SO THAT IT CONTINUES TO BE DISCUSSED.
WE'VE HAD A LOT OF PRESENTATION ON, UM, LOADS THAT WILL RESPOND IN KIND OF A FIVE MINUTE, UH, TIMEFRAME AND, UM, YOU KNOW, THEY'RE SETTLED ON 15 MINUTES AND UM, THAT CREATES SOME ISSUES WHERE, UM, THEY'D LIKE TO GET A DIFFERENT TREATMENT.
WE'VE SAID, WELL THAT DOES AFFECT THE LARGE FLEXIBLE LOADS, BUT IT ALSO AFFECTS OTHER LOADS.
AND WE KIND OF THINK THAT IF SOMEONE WAS, UH, PURSUED THAT, I THINK FLOYD WAS WORKING ON THAT, THAT THEY NEED TO TAKE THAT TO, YOU KNOW, OUTSIDE THE TASK FORCE.
UM, AND SO WE'VE KIND OF PUT THAT ON THEM TO GO AND, AND TAKE TO, UH, WMS OR, UH, OTHER COMMITTEES TO TRY TO PURSUE THAT.
AND THEN AT OUR NEXT, UH, MEETING, UH, I DO BELIEVE WE'RE GONNA HAVE, UH, SOME OF THE LARGE FLEXIBLE LOADS, AT LEAST ONE THAT, UM, WANTS TO TALK ABOUT, UM, CREDIT IMPACTS AND, UH, HOW THEY'RE TREATED AS FAR AS, UM, THEIR CREDIT EXPOSURE, UH, ESPECIALLY IF THEY'RE IN THE CLR BUCKET, UM, THEY'D LIKE TO GET SOME DIFFERENT TREATMENT.
SO I EXPECT THAT TO BE DISCUSSED, BUT IT'S NOT AN ISSUE THAT WE HAVE, UH, ANY RESOLUTION TO.
I THINK THAT'S KIND OF THE TIMELINE, SOME OF THE ISSUES THAT WE HAVEN'T RESOLVED AND SOME OF THE ONES THAT WE'LL BE TAKING UP.
GOT A COMMENT FROM BOB WHITMEYER? YEAH, BILL, WE, WE MISSED ONE THING ON THE SLIDE, THAT'S MY FAULT CUZ I SHOULD HAVE CAUGHT IT.
UM, AND THAT IS, UH, VOLTAGE RIDE THROUGH AND FREQUENCY RIDE THROUGH FOR LARGE FLEXIBLE LOADS THAT, THAT'S ANOTHER ISSUE THAT HAS, IS YET TO BE ADDRESSED.
AND THAT ONE MAY BE KIND OF KIND OF CHALLENGING.
UM, LOOK AT NORE 2 45 AND THINK ABOUT HOW THAT APPLIES TO LOADS.
ALL RIGHT, YOU CAN KEEP ROLLING.
ANY OTHER COMMENTS OR QUESTIONS? SO I WOULD ENCOURAGE, I KNOW WE'VE GOTTEN A LOT OF UPDATE HERE, IT'S BEEN A WHILE SINCE BILL'S BEEN HERE TO PRESENT.
SO I WOULD, UH, URGE FOLKS TO MAKE SURE YOU STAY ENGAGED WITH THE LARGE FLEX LOAD TASK FORCE.
UM, BILL, I DO WANT TO ASK THAT THESE BECOME REGULAR REPORTS FOR TAX, SO WE'LL GET YOU TO COME BACK ON A REGULAR BASIS.
I DO HAVE A CARD UP FROM MARTHA.
YEAH, MARTHA ENDS THEM FOR ENCORE.
SO WE'VE BEEN CLOSELY WATCHING THEM PARTICIPATING IN THE TASK FORCE.
I THINK IT AFFECTS ABOUT FOUR DIFFERENT DEPARTMENTS WITHIN ENCORE.
AND YOU KNOW, BASED ON THE FIRST SLIDE, THERE ARE A NUMBER OF NPRS, I THINK GERS PIGS COMING OUT.
AND I THINK WE WOULD FIND IT HELPFUL IF THOSE WERE HANDLED SORT OF LIKE THE R T C T F REVISION REQUESTS WERE HANDLED WHERE THEY WERE BASICALLY TABLED AT THEIR PARENT BODY AND THE TASK FORCE TOOK THEM UP AT THEIR REGULAR MEETINGS VERSUS HAVING THEM FARMED OUT INTO DOZENS OF WORKING GROUPS AND TASK FORCES.
I THINK THAT'S A GOOD APPROACH.
SOMETHING THAT COMPREHENSIVE, I THINK DESERVES AN APPROACH LIKE THAT AGAIN.
SO I I WOULD URGE US TO GO AHEAD AND DO THAT AS WELL.
ANY OTHER COMMENTS OR QUESTIONS, BOB? YEAH, JUST, JUST ON THAT TOPIC, UH, SPECIFICALLY THE,
[01:25:01]
THE FIVE MINUTE PRICING FOR PRICE RESPONSIVE LOADS IS NOT REALLY A FLEXIBLE LOAD ISSUE.IT'S A PRICE RESPONSIVE ISSUE.
THE TASK FORCE IS RECOMMENDING THAT WE'RE DONE WITH THAT, THAT IT IMPACTS LARGE FLEXIBLE LOADS, BUT NO MORE SO THAN ANY OTHER DEMAND RESPONSE LOAD.
AND HENCE THAT DISCUSSION SHOULD MOVE THROUGH THE REGULAR WORKING GROUPS AS A REGULAR NPR R IF THE SPONSOR SO CHOOSES.
BUT I DON'T THINK THAT ONE, THAT ONE SPECIFICALLY IS NOT LFL TIED.
OKAY, ANY OTHER COMMENTS OR QUESTIONS? CAITLIN? CAITLIN, YOU THERE? I THINK MARTHA WAS AHEAD OF ME AGAIN.
UH, SHE DROPPED HER CARD SO IT'S, IT'S, IT'S YOU NOW.
UM, YOU KNOW, I'M JUST WONDERING ALSO TO THE EXTENT WE CAN COORDINATE WITH THE, THE PC OR I DON'T KNOW THE URGENCY OF ALL THESE, IF WE CAN WAIT IF THEY TAKE THOSE UP.
UM, I'M JUST THINKING, YOU KNOW, I UNDERSTAND THERE'S DIFFERENT JURISDICTIONS AND AUTHORITIES AND I THINK IT WOULD BE HELPFUL TO UNDERSTAND THAT BETTER AT THE TECH LEVEL.
AND IF WE HAVE A DEFINITION FOR LARGE FLEXIBLE LOADS, THAT MEANS ONE THING AT ERCOT, IT MEANS ANOTHER THING AT THE PC AND HAS TWO DIFFERENT REQUIREMENTS AT EACH.
I JUST THINK THAT'S PROBABLY UNNECESSARILY CONFUSING UNLESS THERE'S A A GOOD REASON TO TO MOVE FORWARD AHEAD OF THAT.
YEAH, I THINK WE WANNA MAKE SURE THAT WE ARE COORDINATED WITH THE COMMISSION ON THESE ISSUES.
BILL, HAVE Y'ALL DONE SOME COORDINATION ON THAT FRONT OR ARE YOU WORKING IN A LITTLE BIT OF A VACUUM RIGHT NOW? NO, NO.
I, I, I WOULD SAY THAT, UM, WE HAVE PLANS WITHIN THIS TIMEFRAME TO, UM, KIND OF WALK THEM THROUGH, UM, THESE ROLES AND GET FEEDBACK ON, UM, WHAT WE'VE DEVELOPED.
SO WE ARE WORKING IN COLLABORATION SO THAT, YOU KNOW OKAY.
MONTH TIMEFRAME THAT I KIND OF PUT OUT WAS IN ORDER FOR US TO DO THAT.
NOW THAT WE'VE KIND OF GOT THE GREEN LIGHT AND THE LEDGE IS DONE.
ANY OTHER COMMENTS, QUESTIONS? GOING ONCE, GOING TWICE.
UH, SO, UH, THIS IS NOT A LARGE FLEXIBLE LOAD TASK FORCE MEETING, UM, EVEN THOUGH IT SORT OF WAS BEGINNING TO FILL THAT WAY, BUT THIS FIVE MINUTE PRICING ISSUE THAT DOES NOT BELONG IN L F L TASKFORCE, UM, WHERE DOES THAT GO? I MEAN, DO WE, DO WE, I DON'T THINK WE HAVE AN AN N P R R SPONSOR.
I KNOW WE'VE GOT FLOYD THAT'S BEEN WORKING ON IT, SO, UM, I I JUST FELT LIKE WE GET TO THE EDGE OF THE CLIFF AND JUST DROPPED IT AND TAC IS CERTAINLY BIG ENOUGH TO ASSIGN THAT ISSUE IF NEED BE TO WMS OR WHEREVER.
UH, UH, GUESS MAYBE WE NEED A, DO WE WANNA WAIT FOR A SPONSOR TO STEP UP TO THE PLATE? I'M NOT EXACTLY SURE.
LET'S, UH, KAN WANTS TO SPEAK TO THAT.
YEAH, I, UH, AND THIS IS, IS THIS DON? UH, HEY DON.
YEAH, IT'S, I MEAN, FROM, FROM ERCOT PERSPECTIVE, UH, THIS IS, UH, BOTH A HEAVY LIFT AND HAS FALLOUT CONSEQUENCES TO OTHER MARKET PARTICIPANTS.
SO OUR ADVICE TO, UH, THE PEOPLE INTERESTED IN THIS IS TO FILE AN N P R R AND THEN THAT CAN BE ASSIGNED TO THE APPROPRIATE GROUPS TO REVIEW.
UM, BUT ULTIMATELY THERE IS A LOT OF, UH, WHAT I WOULD DESCRIBE AS POTENTIAL UNINTENDED CONSEQUENCES OF THIS, UH, NAMELY RENA UPLIFT TO OTHER LOADS.
UM, AND REALLY IT'S NOT FIVE MINUTE PRICING, IT'S FIVE MINUTE SETTLEMENT.
AND, UH, AGAIN, UH, WE, WE CAN WORK THROUGH THOSE ISSUES, BUT I THINK THE, SOMEBODY THAT'S INTERESTED IN MOVING THIS FORWARD NEEDS TO WRITE AN N P R R.
I DON'T THINK IT NEEDS TO CIRCULATE AROUND WITHOUT SOME LANGUAGE FOR PEOPLE TO WEIGH AND UNDERSTAND THE CONSEQUENCES A, AROUND THIS.
SO I'M, I'M GOING TO DEFER AT THIS POINT IN TIME ON ASSIGNING
[01:30:01]
THIS TO WMS. I TEND TO AGREE WITH CONAN THAT WE SHOULD PROBABLY JUST GO AHEAD AND LET, SINCE THERE HAS BEEN SIGNIFICANT DISCUSSION ON THIS ISSUE, UH, LET SOMEONE GO AHEAD AND CHAMPION THAT AND GO AHEAD AND FILE A REVISION REQUEST.SO WE'VE GOT LANGUAGE TO WORK WITH AND, AND CAN BETTER DEFINE WHAT THE, WHAT THOSE BOUNDARY ISSUES ARE.
BUT THANKS FOR BRINGING IT UP, DON.
IT JUST SEEMS LIKE IT'S BIGGER THAN ANYONE'S VISION, UH, OR ISSUE.
IT'S ONE OF THOSE FUNDAMENTAL, UM, CONSTRUCTS THAT, THAT ERCOT IS GONNA NEED, UH, A, UH, POSITION ON, YOU MIGHT SAY.
AND, UM, WHOEVER WOULD PICK UP THE PEN TO WRITE THAT N P R R IS NOT GONNA GET IT RIGHT, BECAUSE IT, THEY DON'T UNDERSTAND ALL THE WAY I TOOK, CAN I
SO I THINK THERE IS, AND I DON'T THINK WHOEVER WOULD TRY TO WRITE THE LANGUAGE WOULD CAPTURE IT ALL.
SO I WAS HOPING THAT, YOU KNOW, THAT IT WOULD SORT OF, MAYBE IT'S AN ISSUE IN THE MARKET, IT IS FIVE MINUTE SETTLEMENT.
UM, FLOYD DID A GOOD JOB OF DESCRIBING WHAT SOME OF THE ANSWERS ARE, BUT, AND, AND I HATE THE ARENA IMPLICATIONS, SO I, I DON'T KNOW IF WE GET TO A POINT WHERE MAYBE WE, YOU KNOW, MAYBE WE DECIDE WE DON'T WANNA LOOK AT IT BECAUSE OF THE RENA IMPLICATIONS.
UM, SO ANYWAY, I JUST, I I'M, I'M CONCERNED ABOUT JUST DROPPING IT AND MAYBE CLAYTON'S GOT SOMETHING TO SAY HERE.
OKAY, SO WE GOT CANAN FOLLOWED BY BOB WHITMEYER AND THEN CLAYTON.
UH, I MEAN, UH, I GUESS, UH, JUST ONE POINT YOU MADE THAT I DO WANT TO ADDRESS IS JUST LIKE ANY OTHER NPR R UM, ERCOT STAFF WOULD WORK WITH, UM, ANYBODY THAT WANTED TO AUTHOR AN N P R R SO THAT FROM A FUNCTIONAL STANDPOINT, IT ACCOMPLISHED WHAT THE GOAL OF THE N P R R WAS.
NOW THAT'S INDEPENDENT OF THE MERIT, UH, OF, OF THE NPR R R WHICH WILL GET DISCUSSED AND THERE MAY BE CHANGES THAT NEED TO BE MADE AND, UH, ERCOT WILL ABSOLUTELY HAVE A POSITION ON THAT.
UL ULTIMATELY, UM, I'M, RIGHT NOW I'D RATHER JUST TALK ABOUT PROS AND CONS AND NOT, UM, NOT TAKE A DEFINITIVE POSITION GIVEN THAT I DON'T HAVE AN N P R R TO REVIEW AND, AND, YOU KNOW, OUR OPINION IS, UH, NOT EXHAUSTIVE OF MAYBE ALL THE BENEFITS AND, AND ADVERSE IMPACTS TO THE MARKET.
SO, UH, I THINK THAT OUR POSITION WILL GET DEVELOPED OVER TIME OR REFINED OVER TIME.
BOB WHITMAN? YEAH, CANAN, I THINK THE KEY POINT IS ERCOT DOESN'T HAVE TIME TO WRITE THE N P R.
IF THERE ARE MARKET PARTICIPANTS THAT WANT IT WRITTEN, YOU'RE GONNA HAVE TO DO IT.
UM, THE ARENA THING, THERE IS A WAY AROUND THAT, BUT IF WE GO DOWN THIS ROAD OF FIVE MINUTE SETTLEMENT, I THINK, I THINK WE NEED TO HAVE CONVERSATIONS WITH THE COMMISSION ON CHANGING THE PRICING RULE AND MAYBE ALL LARGE LOADS SHOULD SETTLE IT.
NO, UM, THERE'S LOAD ZONE, THERE'S A WHOLE BUNCH OF THINGS THAT IF WE WERE GOING TO MAKE SUCH A CHANGE, I THINK IT SHOULD PROBABLY BE A COMPREHENSIVE CHANGE THAT DID, MADE SMALLER LOAD ZONES, DID THE CLR PRICING AT NODE OR ALL LARGE LOADS AT NODE OR SOMETHING.
BUT IT IS A HUGE LIFT IF WE GO DOWN THIS ROAD, BUT IT'S A LIFT FOR THE MARKET PARTICIPANTS, NOT FOR ERCOT.
SO WE NEED PEOPLE TO COME FORWARD IF THAT'S WHAT THEY WANNA DO.
CLAYTON? YEAH, I JUST WANTED TO MENTION THAT THE CONSEQUENCES, UH, OF THIS ARE INTENDED, THEY'RE NOT UNINTENDED RIGHT NOW.
WE HAVE AN IMPROPER SETTLEMENT WHERE SOMEBODY WHO, UM, HAS A LARGE LOAD AND THEN OPERATES IN ONE FIVE MINUTE INTERVAL BECAUSE THE PRICE IS HIGH.
AND THEN THERE ARE TWO LOW INTERVALS IS ACTUALLY GIVING MONEY AWAY TO OTHER LOADS BECAUSE THEY GET SETTLED ON AN AVERAGE OF THAT 15 MINUTES, NOT ON THE PRICE THAT THEY ACTUALLY RESPONDED TO.
SO WHAT WE'RE DESCRIBING HERE AS FAR AS UNINTENDED CONSEQUENCES IS ACTUALLY VERY INTENDED AND IT'S TO TRY TO GET THE SETTLEMENT FOR LOAD ON PAR WITH THE WAY THAT WE SETTLE GENERATION ON A FIVE MINUTE BASIS AND ACTUALLY TRY TO PAY GENERATION APPROPRIATELY FOR RESPONSE IN THE INTERVAL THAT THEY RESPONDED IN.
UM, UH, AS FAR AS WHAT BOB COMMENTED ON, I DO AGREE THAT, UM, THERE ARE A NUMBER OF THINGS THAT NEED TO BE FIXED.
I WOULD SAY THAT THIS FIVE MINUTE SETTLEMENT, UM, IT RESPONSE ISSUE IS PROBABLY THE MOST IMPORTANT IF WE WANT THESE LOADS TO ACTUALLY RESPOND IN
[01:35:01]
REAL TIME BECAUSE THIS IS IMPACTING HOW THE, HOW THE FOLKS OUT THERE ARE RESPONDING.I MEAN, WE, WE ARE ACTUALLY LOOKING AT OUR SITE AND I KNOW THAT OTHERS ARE DOING THIS AS WELL AS FAR AS DELAYING, YOU KNOW, A FEW INTERVALS JUST TO MAKE SURE THE PRICES, YOU KNOW, ARE SUSTAINED AND REAL BEFORE WE ACTUALLY OPERATE.
IT'S NOT EFFICIENT, AND IT'S NOT HOW WE WANT THIS THING TO, TO OPERATE IN REAL TIME.
SO, UM, I DO AGREE THAT WE, WE NEED SMALLER LOAD ZONES.
I DO AGREE THAT WE NEED LARGE LOADS TO BE SETTLED AT AT THEIR NODE.
IN FACT, I THINK ALL LOAD NEEDS TO BE SETTLED AT THEIR NODE.
I'VE ALWAYS BEEN AN ADVOCATE FOR THAT.
UM, BUT, UM, AS FAR AS FIXING THE FIVE MINUTE INTERVAL, UH, FIVE MINUTE INTERVAL, THE SETTLEMENT INTERVAL ISSUE, WE NEED TO GET ON ONTO THAT AND I'M WILLING TO, TO, UM, HELP SPONSOR AN NPR R IF, IF THAT WOULD HELP.
I JUST WANNA MAKE SURE I HEARD YOU RIGHT, CLAYTON, DID YOU SAY WE SETTLED GENERATORS EVERY FIVE MINUTES? NOW ON A THAT YOU SETTLED THEM ON A WEIGHTED A GENERATION WEIGHTED AVERAGE? I SETTLED THEM BASED ON 15 MINUTE SETTLEMENT POINT PRICES.
YOU SETTLED THAT, YOU WEIGHTED THEM.
SO THE GENERATION IS WEIGHTED BY THE, THE, WHEN DOES O R D C COME IN BY THE POINT? UH, SO I MEAN, WE CAN, WE CAN PARSE THIS IF YOU WANT.
IF I HAVE A GENERATOR THAT HAS A HUNDRED MEGAWATTS IN WHAT, LET, LET ME CONTINUE IN YOU.
IF THE PRICE IS, IS A THOUSAND DOLLARS IN ONE FIVE MINUTE INTERVAL, MY GENERATION RESPONDS TO THAT AND THEN THERE ARE TWO ZERO PRICED INTERVALS DIRECTLY AFTER THAT, AND MY GENERATION CUTS BACK DOWN TO ZERO.
DO I GET PAID THE THOUSAND DOLLARS FOR EVERY MEGAWATT HOUR OR FOR THE MEGAWATT HOURS THAT I PROVIDED? OR DO I GET PAID $333 FOR THE MEGAWATT HOURS I PROVIDED YOU GET PAID WHAT YOU GOT DISPATCHED TO EVERY FIVE MINUTES AND THEN CORRECT.
AND THEN I CALCULATE A SETTLEMENT POINT PRICE AT 15 MINUTES AROUND THAT, RIGHT? SO THAT PRICE IS WEIGHTED BY THE AMOUNT OF GENERATION I PROVIDED IN THE FIVE MINUTES.
WE'RE, WE'RE BREAKING THAT INTO A WORK.
LET'S BE CAREFUL HOW WE'RE TRYING TO TASK FORCE SESSION.
SO LET'S, LET'S GO AHEAD AND NIX THIS CONVERSATION RIGHT NOW AND CONTINUE ON.
SO, BUT I, I DO WANT TO SAY, YOU KNOW, FOR THOSE PARTIES THAT ARE INTERESTED IN THIS, LET'S GO AHEAD AND I ENCOURAGE YOU TO GO AHEAD AND SUBMIT AN NPR R R AND GET THAT IN THE HOPPER AND WE CAN START THE PROCESS OF, OF VETTING THAT AT THIS AT THAT TIME.
SO ANY OTHER COMMENTS OR QUESTIONS? OKAY, WE WILL CLOSE THIS ITEM OUT.
UM, SO WE'VE GOT, UH, WE'LL START INTO THE ERCOT REPORTS.
WE MAY HAVE A LITTLE BIT OF A LONGER DISCUSSION ON ECRS AS WELL.
SO LET'S GO AHEAD AND TAKE A 10 MINUTE BREAK IF WE COULD, AND THEN WE'LL COME BACK AT 11.
ALL RIGHT, TAC MEMBERS, I HAVE 1118.
LET'S GO AHEAD AND START TAKING OUR SEATS AGAIN.
[13. ERCOT Reports]
YOU'RE THE FIRST BRAVE PRESENTER TODAY TO STAND UP IN FRONT OF THE GROUP, SO OH, YEAH.I HADN'T EVEN THOUGHT OF THAT.
YEAH, SITTING DOWN SEEMED REAL GOOD.
ALL RIGHT, MATT, YOU'RE UP FOR REAL TIME CO-OP OPTIMIZATION.
I'M HAPPY TO PRESENT ON REALTIME CO-OP AUTHORIZATION.
IT'S FUNNY THAT MARTHA WAS TALKING ABOUT THE RTC TASK FORCE CAUSE I WAS PRINTED OUT THE LAST MEETING THAT WE HAD TO REMEMBER WHERE WE LEFT THINGS.
SO, UM, I JUST WANTED TO PROVIDE AN UPDATE THAT WE GAVE TO THE BOARD.
IT WAS RELATIVELY SIGNIFICANT, SUBTLE, BUT SIGNIFICANT ON THE IDEA OF WHAT IT LOOKS LIKE TO REENGAGE AND BE MOVING FORWARD ON THE PROGRAM.
AND SO, AGAIN, I'D FRAMED THIS AT TAC A FEW MONTHS AGO.
AS THAT LATE LAST YEAR, ERCOT LEADERSHIP LOOKED AT REALTIME CO OPTIMIZATION, THE NEED FOR IT AND BATTERIES, AND WHERE, WHERE WE'RE POSTURED TO END UP IN THREE YEARS AND WHAT DO WE NEED WHEN WE GET THERE.
AND THE IDEA OF THIS DISPATCHING AS ENERGY EVERY FIVE MINUTES WAS A STRATEGIC KEY TO THAT.
AND SO CANON AND CHRISTIE, UM, WENT THROUGH SLIDES.
CANON DID A, UM, AN EDUCATIONAL THING.
SO IF YOU NEED A REFRESH, CLICK THE LINK AND IT GOES THROUGH THE ABCS OF REALTIME OPTIMIZATION.
BUT REALLY THE, THE IDEA IS WITH NOT JUST STARTING RTC AGAIN, IT'S MAKING SURE THAT WE HAVE WHAT WE NEED.
AND SO WE HAVE THIS CONCEPT OF MAKING SURE THAT THE BATTERIES AS THEY'RE GROWING TO BE GETTING THOSE IN.
AND THE THING THAT THE BATTERY ENERGY TASK FORCE DID NOT COMPLETE ITS WORK ON BACK
[01:40:01]
IN 2019 AND 2020 WAS WHAT TO DO WITH THE STATE OF CHARGE.AND SO THE SCOPE AT THIS POINT IS ON THE LEFT SIDE THERE IS TO SHOW THAT IT'S R T C, AND THAT WAS THE TASK FORCE THAT SPIT OUT 1007 THROUGH 1013.
THE NPRS IS ALSO THE SINGLE MODEL BATTERY, WHICH WAS NPR 10 14.
AND THEN THAT IS WHAT WE HAD STARTED OUR REQUIREMENTS DOWN AROUND ON THE PASSPORT PROGRAM THAT INCLUDED ECRS AND SOME OTHER THINGS.
AND THEN WE GET INTO STATE OF CHARGE MODELING, WHICH THE WORKSHOP WAS LAST WEEK TO TALK ABOUT THOSE CONCEPTS.
SO WHERE THAT LEAVES US IS INTERNALLY ERCOT DEVELOPED AN IMPACT ANALYSIS, AND THAT WAS FOR THE RTC NPRS THE SINGLE MODEL NPR AND THE STATE OF CHARGE NPR THAT'S COMING.
UM, SO THE OVERALL PROGRAM WILL COST APPROXIMATELY 50 MILLION WITH THE GO LIVE SOMETIME IN THE YEAR 2026.
UH, THE GOOD NEWS, IF YOU ADD NUMBERS UP FROM WHERE WE WERE VERSUS WHERE WE ARE NOW, THAT'S ACTUALLY A LOWER NUMBER THAN WE HAD BEFORE FOR THE PROGRAM.
AND SO IT'S A, UH, WE HAD A LOT OF HARDWARE SAVINGS.
UH, WE HAD A LOT OF LESSONS LEARNED IN REALIZING HOW TO RIGHT SIZE, UM, SOME OF OUR EFFORTS.
BUT THAT WAS SOMETHING THAT, UM, ALIGNED WITH OUR PREVIOUS BUDGETARY HOLDER WAS 52 MILLION.
SO WE'RE ACTUALLY A LITTLE BIT UNDER.
SO THE KEY DELIVERY AREAS THAT WE HAVE, UM, IS HEADS DOWN ON GETTING TO BUSINESS REQUIREMENTS, GETTING THE BAND BACK TOGETHER, SITTING DOWN WITH TICA SIDE, DAVE MAGIO STARTING TO WRITE THE BUSINESS REQUIREMENTS.
UH, WE GOTTEN QUITE A WAYS DOWN THE TRACK ON THE MARKET SIDE.
WE GOT DOWN ON THE SETTLEMENT SIDE.
ON THE S SIDE, WE HAD A LOT OF WORK TO DO.
AND SO THAT'S WHERE WE'RE FOCUSING PRIMARILY TO GET THROUGH THAT.
AND THEN APRIL, 2024 IS WHEN WE KIND OF COME OUTTA THAT PLANNING PHASE TO SAY, NOW WHAT'S IT LOOK LIKE TO EXECUTE AND GET THE WORK GOING, UM, FROM A DEVELOPMENT STANDPOINT.
SO PER OUR USUAL PROCESS, UM, YOU KNOW, THE ESTIMATES ARE THERE.
IT'S A LOT OF CRITICAL EFFORTS GOING ON RIGHT NOW.
SO WE KNOW THIS IS A SQUEEZE PLAY.
IT DOESN'T, RTC DOESN'T COME IN AND TAKE OVER EVERYTHING, IT HAS TO FIT IN WITH EVERYTHING ELSE, BUT THE EXECUTIVE TEAM SAID, LET'S, LET'S DO THIS AND KEEP THE FOOT ON THE PEDAL WHERE WE CAN TO KEEP THIS THING MOVING FORWARD.
SO, UM, THAT'S THE MAIN THING I WANTED TO SHARE.
AND SO LITERALLY AS OF JULY 1ST, WE ARE, UM, OFF AND RUNNING WITH THE PROGRAM.
SO ANY QUESTIONS ON THAT? ALL RIGHT.
ANY QUESTIONS FOR MATT ON REALTIME CO-OP OPTIMIZATION? AND I DID ADD A BULLET HERE AT THE END.
WE'LL CONTINUE WITH OUR REGULAR UPDATES HERE.
UH, BUT THEN ALSO IT'S EVALUATING, WHICH IS WHY I WAS PRINTING OUT THE, WHERE WE LEFT THE TASK FORCE.
WE HAVE THE PROTOCOLS, BUT WE HAD SOME LOOSE ENDS TO TIE UP EVERYTHING FROM POLICIES, UM, PARAMETERS FOR AS PROXY OFFER CURVES, IF THAT'LL TRIGGER YOU, YOU KNOW, THERE'S SOME THINGS IN THE TASK FORCE THAT WERE REALLY, UH, THAT WE AGREED TO PARAMETERIZE TO BUILD TO, BUT THERE STILL HAVE NEED DECISIONS AROUND.
UM, FOR THOSE OUTSTANDING ITEMS, UH, WILL YOU WILL, COMMUNICATIONS ABOUT THAT, UH, WELL, I SHOULD PUT IT THIS WAY.
DO YOU ANTICIPATE RESURRECTING THE TASK FORCE, UH, IN ANY SHAPE OR FORM FOR DEALING WITH THOSE? OR DO YOU THINK THAT'LL GO THROUGH IN THE NORMAL STAKEHOLDER PROCESS? I HAVEN'T CIRCLED THAT BACK AROUND, BUT I KNOW THAT WE CAN'T DO IT IN ISOLATION.
WE WILL NEED A WORKING LITTLE WG WORKING GROUP, WE'LL NEED A, WE'LL NEED MARKET PARTICIPANTS TO FINISH THIS.
AND I WOULD SAY THAT THAT'S STILL A FEW MONTHS OFF FROM GOING.
IT'S GET THE REQUIREMENTS UP AND RUNNING BELOW THE DUST OFF OF EVERYTHING AND START TO CREATE A PLAN OF WHAT ANSWERS ARE NEEDED BY WHAT TIME, AND START TO PUT THOSE MILESTONES IN OF WHEN WE NEED TO KNOW THOSE THINGS AND THEN TO BE WORKING WITH MARKET PARTICIPANTS ON THAT.
SO YES, IS THE SHORTER ANSWER.
YEAH, I THINK, UH, I THINK MARKET PARTICIPANTS ARE CERTAINLY READY TO ENGAGE AND THE SOONER WE GET THAT OPPORTUNITY, I, I THINK BETTER OFF WE'LL ALL BE.
SO CERTAINLY GLAD TO SEE THAT WE'RE GETTING ROLLING WITH THIS AGAIN, BUT, UH, APPRECIATE THE UPDATE.
SEE NO COMMENTS IN THE QUEUE, SO, ALRIGHT.
WE'LL MOVE ON TO OUR ECR CODE LIVE UPDATE.
UM, ORIGINALLY ENVISIONED THIS AS BEING A DISCUSSION ON, UH, THE GO LIVE STEPS THAT WERE TAKEN AND THE LEAD UP TO GO LIVE FOR ECRS, BUT I THINK THERE'S PROBABLY A NUMBER OF QUESTIONS THAT, UM, FOLKS MAY WANT TO ASK POST GOLIVE, UH, PERTAINING TO HOW HE ECRS HAS PLAYED OUT.
I THINK THIS IS GONNA BE AN OPENING FORUM FOR SOME OF THOSE DISCUSSIONS.
I THINK A LOT OF THOSE, UH, HEAVIER DISCUSSIONS WILL PROBABLY OCCUR OVER AT WMS AND MAYBE EVEN AT ROS.
UM, BUT I SEE CONAN'S GOT HIS CARD UP RIGHT AWAY, SO HE MAY BE WANTING TO REIGN ME IN.
NO, NO, I, I, I REALLY APPRECIATE THE, THOSE, THOSE COMMENTS.
UH, ALL I WANTED TO SAY IS THAT ERCOT IS READY TO SUPPORT, UH, DIS DETAILED DISCUSSION WHEREVER, UH, STAKEHOLDERS WOULD LIKE TO, TO MEET ON THIS.
UM, SO, UH, JUST, JUST WANT TO FACILITATE THIS IN TERMS OF TIME USED UP AND SUPPORT STAKEHOLDER NEEDS AND UNDERSTANDING WHAT'S GOING ON.
IT PROBABLY HAS TO HAPPEN AT MULTIPLE FORUMS. ABSOLUTELY.
UM, ERIC, I SEE YOU'RE IN THE QUEUE.
DO YOU WANNA START NOW OR, UM, NO, I, I THINK I
[01:45:01]
CAN WAIT ON THE, ON THIS.I SAW YOU POP UP IN THE QUEUE PRETTY QUICK, SO, ALL RIGHT, MATT.
ALL RIGHT, SHOWS YOU ALL YOURS REALLY.
I DID SAY, AND OTHER STAFF, SO THERE WOULD BE PEOPLE HOPEFULLY LIFE LINING IN ON THIS.
AND AGAIN, WE DON'T HAVE ALL THE ANSWERS TODAY NECESSARILY.
THERE'S A LOT OF QUESTIONS IN FROM DIFFERENT ANGLES, BUT WE DID WANNA JUST PRESENT THE FACTS.
HERE'S WHERE WE ARE, HERE'S THE INITIAL TRENDS, AND THEN OPENING, SEE BLANK PIECE OF PAPER.
WHAT DO YOU WANT TO KNOW MORE ABOUT THAT? WE CAN GO BACK, UM, AND DEVELOP.
SO, UH, FIRST I WON'T SPEND A LOT OF TIME, BUT THANK YOU.
THANK YOU FOR THE MARKET ENGAGEMENT.
WE WENT LIVE AS FAIRLY UNEVENTFUL.
UM, I PUT IN RED JUST SOME OF THE HIGHLIGHTS, UM, YOU KNOW, THANK YOU TO TAC THE MARKET READINESS, THE SEVEN WEEKS OF CALLS LEADING UP WERE EFFECTIVE.
A LOT OF WORK WITH THE VENDORS, THE IT SHOPS.
A LOT OF OPERATIONAL QUESTIONS COME IN.
UM, WE DID HAVE THE UPGRADE ON THURSDAY, JUNE 8TH.
UH, WE THOUGHT IT WOULD BE THREE 30 TO FOUR 30 ISH PM IT CAME IN CLOSER TO FIVE.
THERE WAS A BUMP IN THE ROAD, UM, WITH THE QUALIFICATION DATA AND THE STATUS OF HOW WE CHANGED THAT.
IT CREATED A DROP IN RESOURCES THAT WEREN'T CALCULATING PROPERLY IN THE ALREADY C SLASH UH, PRC CALCULATION.
SO THERE'S A BLIP YOU NOTICE WHILE DURING THAT KIND OF TRANSITION TIME.
UH, BUT THAT WAS CORRECTED AND THEN PRICE CORRECTION WAS ISSUED.
SO THAT WAS A, A LESSON LEARNED FOR NEXT TIME ON HOW TO MAKE SURE THAT WE, UM, FIND A WAY TO DO THAT WITHOUT THE BUMP IN THE ROAD.
UM, AND THEN THE ECRS CUT OVER.
WE HAD A DEDICATED MAILBOX SET UP, SO WE HAD A COUPLE DOZEN EMAILS COME IN, UH, A FEW OF US WATCHING IT EVEN OVERNIGHT JUST TO MAKE SURE THERE'S ISSUES CAME UP.
WE CAME BACK, I GOT LUCKY FIRST NIGHT, WE DIDN'T HAVE ANYTHING BIG COME IN, SO, UH, NEXT, NEXT GROUP WAS NOT SO LUCKY, BUT, UM, NO SIGNIFICANT RELIABILITY OR MARKET ISSUES, SO IT WAS A GOOD TRANSITION.
SO IN TERMS OF THE DAY AHEAD MARKET, UM, WE ARE PROCURING, UH, I JUST DID THIS DAILY.
I DIDN'T WANNA TRY TO DO HOURLY.
I HAVE TWO SLIDES WITH TWO STRIPS OF DATA TO BRING US UP TO YESTERDAY'S DAM.
SO WE WENT LIVE FIRST DAY, YOU CAN SEE ON THE LEFT SIDE, THIS IS THE JUNE 10TH.
THE AVERAGE PRICE OF ECRS WAS ACTUALLY HIGHER THAN ENERGY.
NEXT DAY THINGS STARTED TO MODERATE, IT WENT DOWN AND WE GO THROUGH THE WEEK AND THEN THE HOTTER WEATHER KICKS IN.
SO ON AVERAGE WE'RE PROCURING 2073 MEGAWATTS PER HOUR.
AND I JUST WANTED TO SHOW HOW THINGS KIND OF LOOKED IN THE FIRST EIGHT DAYS ON THIS SLIDE.
AND THEN WE GO TO THE NEXT SLIDE IS THE HOURLY PRICES.
SO WE HAVE ENERGY IS THE DASH LINE.
YOU SEE, ECRS HAS BEEN ON TOP OF ENERGY ON THESE SCARCE DAYS, UH, AS WELL AS THE OTHER SERVICES DOWN BELOW.
AND SO THIS MAY GO BACK TO SOME QUESTIONS.
I WILL SAY FROM AN OPERATIONS PERSPECTIVE, OUR, OUR TEAM IN THE CONTROL ROOM IS KIND OF PICKING APART EACH DAY TO MAKE SURE, AND WE HAVE PRICE VALIDATION TOOLS TO MAKE SURE THAT OUR OFFERS, OPPORTUNITY COSTS AS YOU STACK THESE UP, PRICE FORMATION ARE THESE THINGS STACKING UP.
AND WHAT WE'RE SEEING IS AS DESIGNED, THE NUMBERS ARE COMING OUT THE WAY THAT IT'S BEING OFFERED IN THE DEPTH OF THE STACK.
OPPORTUNITY COST IS SKIPPING THIS ENERGY TO GET TO THIS AS OR THIS AS, AND IT'S FORMULATING AS BEST WE CAN SEE.
SO OBVIOUSLY IF YOU HAVE QUESTIONS ABOUT HOW THAT HAPPENS, UH, THAT THERE'S PART OF THE EDUCATION PERHAPS, BUT THEN THERE'S ALSO CERTAIN DAYS OR CERTAIN HOURS YOU MAY BE INTERESTED IN.
SO THIS IS THE NEXT TWO SLIDES I FORKLIFTED OUT OF PDC WG.
SO, UM, NICA IS HERE, BUT WHAT WE WANTED TO DO IS THEY DID A, UH, KIND OF A STRIP OF THE FIRST EIGHT DAYS, JUNE 10TH THROUGH 18TH, WHAT WAS THE COMPOSITION OF THE RESOURCES CARRYING ECRS? AND SO YOU'LL SEE THE GREEN IS THE QUICK STARTS PERCENTAGES.
YOU'LL SEE THAT THE, UH, YOU KNOW, LITTLE BIT OF HYDRO, OTHER THERMAL THAT'S, UH, CTS COMBINED CYCLES CONTROL LOAD, I'M SORRY, OTHER THERMAL IS THE CTS.
THEN CONTROLLABLE LOAD RESOURCES ARE IN THERE IN THE BLUE COMBINED CYCLES, NON-CONTROLLABLE LOADS AND THEN ENERGY STORAGE RESOURCES.
SO WE'RE TRYING TO GIVE YOU A SPECTRUM OF WHAT'S BEEN OBSERVED OUT THERE.
UM, AT THE TIME OF THIS SLIDE, THERE HAD BEEN THREE EVENTS.
AND SO WE HAD, UH, ON THE 14TH WAS A 12 MINUTE EVENT WITH 600 MEGAWATTS.
AND AGAIN, THE REASON WAS INSUFFICIENT CAPABILITY TO MEET THE NET LOAD FORECAST FOR 10 MINUTES.
THEN WE HAD A 25 MINUTE DEPLOYMENT ON THE 18TH, ON THE 16TH WE HAD A FREQUENCY EVENT AND THAT WAS WHERE IT WAS DEPLOYED.
AND THEN WE KINDA HAD THOSE BROKEN UP IN THIS SLIDE THAT WAS PROVIDED IN TERMS OF WHAT WAS THE LEVEL AT WHICH ERCOT DEPLOYED AND FOR HOW LONG.
UM, SO WE HAD THE 14TH, THE 18TH, AND THEN I ADDED IN THE 20TH, UM, BECAUSE THAT WAS NOT AT PDC WG, BUT I WAS ABLE TO PUT IN THOSE DEPLOYED 1900 MEGAWATTS OF ECRS ON JUNE 20TH.
THAT TIGHT DAY IS, WE'VE GOT THE DISPATCHABLE HEADROOM DROPPED, UM, FROM 1600 2100.
AND THEN THIS IS WHAT THAT DEPLOYMENT LOOKED LIKE DURING THE MATT, HOLD ON JUST A SECOND.
SO BEFORE WE START GETTING INTO THE AUTOMATIC REALLY REAL QUICK OKAY, THAT'S FINE.
THROWING IT ALL OUT THERE AND THEN WE CAN GO AT IT, BUT OKAY, WE CAN DO THAT, MATT.
SO THE LAST SLIDE, SO THIS IS JUST
[01:50:01]
KIND OF PUTTING A, UM, THE EVENT NEXT TO THE, UH, THE FREQUENCY RECOVERY AS TO WHEN IT WAS DISPATCHED AND, UH, RECALLED OVER THOSE FOUR MINUTES AND 40 SECONDS.SO MY INTENT TO THOSE SLIDES WAS JUST TO GIVE YOU A TASTE OF HOW THE MARKET CLEARING IS LOOKING, WHAT, HOW IT'S BEEN DISPATCHED.
AND NICA, IS THERE ANYTHING THAT YOU WANTED TO OFFER IN, IN TERMS OF A FLAVOR OF THE DISPATCH SO FAR? THIS AND TICA, IF YOU'RE CHIMING IN, WE CAN'T HEAR YOU.
OH, CAN YOU SPEAK UP A LOT LOUDER? I WILL TRY A LITTLE BIT LOUDER.
LOOKS LIKE YOU MIGHT BE SAILING ALONE ON THIS ONE.
WELL, SHE SAID THINGS LIKE IT'S LOOKING PRETTY GOOD.
NO, BUT NO, IN ALL SERIOUSNESS, AS THINGS DEPLOYED, WE WERE SEEING A RESPONSE AND THAT THINGS, UH, WE'RE DOING, OBVIOUSLY THE EVENT ON THE 20TH IS ONE THAT WE DON'T HAVE THE NUMBERS FOR THE ANALYSIS FOR, BUT FROM, BASED ON THE INITIAL THINGS THAT, UM, THAT THE FLEET WAS RESPONDING TO ECRS DEPLOYMENTS.
UH, SO LET'S START WORKING OUR WAY THROUGH THE QUEUE.
SO WE'VE GOT ERIC GOFF FOLLOWED BY BRIAN SAMS AND BILL BARNES.
SO ON THESE SLIDES, WHEN YOU TALK ABOUT, UM, HOW MUCH WAS RELEASED, LIKE IN SLIDE SIX, FOR EXAMPLE, UM, WHAT IS RELEASED MEANING EXACTLY, DOES THAT MEAN, UH, INSTRUCTIONS TO SPECIFIC, SPECIFIC PROVIDERS OR THE AMOUNT THAT WAS DEPLOYED THROUGH S SCD? SO, AND ANYONE CAN CORRECT ME, BUT IT, IT'S SORT OF SIMILAR TO RS WHEN IT'S DEPLOYED, WHERE IT IS ECRS IS DEPLOYED, THEY ARE TO REDUCE, TO CHANGE THEIR HASSLE, AND S SCD DISPATCHES INTO THAT HEADROOM.
SO THEN THAT 600 IS DIVIDED AMONG THE RESOURCES THAT WE'RE PROVIDING.
SO LIKE FOR EXAMPLE, THERE IS MORE THAN 600 IN THAT HOUR ON YOUR BAR CHART ABOVE THAT.
SO IS IT PROPORTIONAL FOR EVERYBODY TO RELEASE A CERTAIN PROPORTION OF THEIR RESERVE TASL? MATT, I CAN AN ANSWER THAT IF YOU YEAH.
UH, SO THIS IS 600 MEGAWATTS OF, UH, ECRS THAT THE CONTROL ROOM RELEASED.
IT WOULD'VE BEEN TAKEN AND LOOKED AT THE FLEET THAT WAS PROVIDING AT THAT TIME AND PROPORTIONALLY DISTRIBUTED ACROSS THE THAT FLEET.
UM, SO ONE OF THE THINGS I'LL BE CURIOUS TO LOOK AT AFTER WE REVIEW THE SUMMARY OF E C R S IS HOW DO WE KNOW IF WE'RE BUYING TOO MUCH OF IT? UM, SO IF THE AMOUNT THAT WE'RE RELEASING IS ALWAYS SUBSTANTIALLY LESS THAN THE AMOUNT THAT WE PURCHASED, I JUST WANNA LOOK INTO THAT.
I KNOW IT'S TOO EARLY NOW TO MAKE ANY JUDGMENT CALL ABOUT THAT, BUT THAT'S SOMETHING THAT, UH, I WANNA TAKE A LOOK AT.
E ERIC, CAN I JUST FOLLOW UP ON THAT PLEASE? UM, IS THE BEST TIME TO LOOK AT THAT DURING THE AS METHODOLOGY THAT'S COMING UP, UH, YOU KNOW, IN, IN DECEMBER, BECAUSE THAT DEFINES THE MINIMUM AMOUNTS THAT WE WOULD PROCURE OF EACH SERVICE.
SO MAYBE WE CAN JUST HAVE A STANDING REMINDER TO WELL ADDRESS THAT.
I APPRECIATE THAT, AND I THINK YOU'RE RIGHT ABOUT THE RIGHT, UM, PLACE TO ADDRESS THAT OVER THE LAST FEW YEARS.
THAT PROCESS HAS BEEN RUSHED, UM, FOR A VARIETY OF REASONS.
SO I JUST WANNA MAKE SURE WE HAVE ENOUGH TIME, HAVE A THIRD DISCUSSION OF IT THIS YEAR IF WE DO THAT.
SO I KNOW WE HAVE TO APPROVE THAT IN SEPTEMBER, I MEAN, DECEMBER.
AND SO IF WE CAN MAKE SURE THAT WE HAVE STUFF TO TALK ABOUT IN SEPTEMBER OR EARLY OCTOBER, THAT'D BE GREAT.
UM, AND MAYBE WE REVISE IT OVER TIME.
I'M NOT SAY WE NEED TO STICK TO THAT SPECIFIC TIME, BUT HAVE A EFFICIENT OPPORTUNITY FOR US TO TALK THAT THROUGH.
SO, SO WE'D LIKE TO ADDRESS WORK WITH YOU ON, ON WHAT YOU NEED.
THE REMINDER I WOULD OFFER THOUGH IS THAT IF YOU LOOK AT THE WAY WE DID THE E C R S, UH, UH, QUANTITIES, IT'S DRIVEN BY THAT, THAT STUDY FROM THE PREVIOUS YEAR.
SO IF YOU PICK AND CHOOSE DAYS, SOME ARE GONNA BE OVER AND SOME ARE GONNA BE UNDER BECAUSE STAKEHOLDERS WANTED LIKE A MI MINIMUM LEVEL THAT WE WOULD PROCURE.
SO SOMEWHERE WE NEED TO KEEP THAT IN MIND IF WE'RE GONNA PICK AND LOOK AT INDIVIDUAL
[01:55:01]
DAYS.UM, YEAH, I DON'T WANNA GET TOO FAR DOWN THAT RABBIT TRAIL NOW, UM, BUT I THINK IT'S SOMETHING THAT'S WORTH LOOKING AT, ESPECIALLY FOR A NEW SERVICE.
BRIAN SAMS WELL, I, I, I FIRST WANT TO SAY THANKS TO MATT AND THE TEAM FOR THIS PRESENTATION.
UH, IT'S CLEAR THAT YOU GUYS DID A TON OF WORK, UH, TO LAUNCH ECRS AND, UH, JUST APPRECIATE ALL THE TRAINING THAT WENT INTO THAT.
UM, BEFORE I GET TO SOME OF MY OTHER QUESTIONS, I, I JUST, I GOTTA ALSO SAY THAT LIKE THIS CONVERSATION THAT ERIC IS STARTING, UM, I, I SUPPORT EARLY DISCUSSION.
I THINK THE 2024 QUANTITIES ARE GONNA BE FUNKY WITH JUST D R R S AND LIKE WHAT THAT MEANS FOR BUYING E C R S OR NOT BUYING E C R S.
AND SO HAVING KIND OF, UH, A CLEAR LINE ON, ON WHAT WE'RE GONNA BE DOING IN 24 IS GONNA BE SUPER IMPORTANT.
SO, UH, SUPPORT, UH, MORE DISCUSSION EARLIER ON THAT.
ON SLIDE SIX, UM, YOU NOTE THAT THERE'S A FOUR HOUR AND 40 MINUTE DEPLOYMENT OF ECRS AND IN THE PURPLE BARS IT LOOKS LIKE, UH, THERE ARE A BUNCH OF TWO HOUR BATTERIES THAT ARE SELLING ECRS AROUND THE CLOCK OR MAYBE EVEN IN BIG BLOCKS IN BACK TO BACK HOURS.
UM, I'M, I'M CURIOUS IF ERCOT HAS ANY CONCERNS ABOUT THAT, GIVEN THAT, YOU KNOW, THESE ARE TWO HOUR RESOURCES, UM, AND WE'VE GOT A AT LEAST ONE DEPLOYMENT NOW THAT WAS MORE THAN TWO HOURS, IT WAS FOUR HOURS.
UM, SO, UH, THAT'S JUST KIND OF SOMETHING I'M INTERESTED IN IS FROM A RELIABILITY PERSPECTIVE.
ARE THERE ANY CONCERNS WITH, WITH, UM, WITH THAT KIND OF FOUR HOUR DEPLOYMENT AND PEOPLE BEING ABLE TO FULFILL THEIR OBLIGATIONS, UH, AND, AND BACK TO BACK BLOCKS? SO, UH, UH, I DO WANNA CORRECT THE SLIDE.
SO THE FREQUENCY EVENT WAS FOUR MINUTES, BUT YOU'RE RIGHT, THE NEXT SLIDE DOES HAVE THE JUNE 20TH WAS A LONGER DURATION.
UM, YEAH, NICA, DO YOU WANT TO TAKE BRIAN'S QUESTION? DID WE LOSE YOUR AUDIO? HEY MATT, THIS IS, I'M NOT HEARING NITKA EITHER, BUT THIS IS DAVE.
I CAN TRY AND JUMP IN AND NITKA CAN FOLLOW UP IF THAT'S HELPFUL.
CAN Y'ALL HEAR ME NOW? YES, WE CAN.
SO BRIAN, CERTAINLY WE ARE MONITORING, CERTAINLY WE ARE MONITORING, UH, THESE, UH, THE PROVISION OF E C R S FROM THAT TIMEFRAME.
AND I'D LIKE YOU NOTED DEBORAH BATTERIES PROVIDING E C R S AT THAT TIME.
WE HAVE INSTITUTED, UH, SORRY, I, IF I HAVE AN AUDIO PROBLEM, LET ME KNOW.
UH, WE HAVE INSTITUTED SOME STATE OF CHARGE RELATED EXPECTATIONS, UH, AROUND ECRS TO BE PROVIDED AMOUNT OF DRAIN ON THE BATTERY, EVEN THOUGH IT WAS, WE HAD RELEASED ECR S FOR A CONTAINERS FOR OUR PERIOD WOULD BE DEPENDENT ON THE BATTERY'S OFFERS AND, AND THE CONGRUENT BASE POINTS THAT IT RECEIVED DURING THAT TIMEFRAME.
SO CERTAINLY KEEP THAT INTO ACCOUNT WHEN YOU'RE THINKING ABOUT THIS
WE HAD BEEN ASKED FOR HIS RELEASE, BUT SCARED WAS DEPLETING THESE RESOURCES BASED OFF ON SYSTEM CONDITIONS AND THE MOST OPTIMAL BASE POINT.
UH, SO I CAN BRING MORE INFORMATION, UH, AT THE WORKING GROUP LEVEL AS WE LOOK FURTHER, BUT AT LEAST THAT'S SOME THOUGHTS FOR NOW.
AND DAVE, PLEASE CHIME IN IF THERE IS MORE THINGS YOU THINK ARE WORTH POINTING OUT.
I GUESS THE ONE OTHER PIECE I WOULD POINT OUT TO YOUR QUESTION, BRIAN, IS, AND I THINK THIS RELATES WELL TO THE WORKSHOP LAST WEEK, AND, AND THAT'S SOME OF THE CHANGES THAT PERHAPS YOU WANT TO THINK ABOUT IN TERMS OF, OF RUCK AND DOING THE, THE MODELING OF STATE OF CHARGE WITHIN THAT.
UM, SAI HAD TALKED ABOUT THE DEPLOYMENT FACTORS AS, AS ONE OF THE CHANGES THAT WE'D BE LOOKING TO BE THINKING ABOUT, UH, AS PART OF OUR MODELING OF STATE OF CHARGE AND RUCK SPECIFICALLY IN, IN WHAT WE WOULD IMPLEMENT, UH, AS PART OF REAL TIME QUALITY OPTIMIZATION.
SO I THINK THAT'S A BIG PART OF IT TOO, OF, AS WE THINK ABOUT STUDYING WHETHER OR NOT WE HAVE SUFFICIENT CAPACITY AND ENERGY TO PROVIDE ANSLEY SERVICES, HOW ARE WE VIEWING THIS POTENTIAL FOR SUSTAINED DEPLOYMENT OF THESE SERVICES? SO, UM, JUST WANTED TO CALL THAT PIECE OUT IN ADDITION TO WHAT NATIKA SHARED.
YEAH, I I, I APPRECIATE THAT AND THAT FEELS LIKE
[02:00:01]
A 2026 SOLUTION, BUT WE'VE STILL GOT A COUPLE YEARS TO OPERATE, UH, BETWEEN NOW AND THEN.I'M, I'M JUST CURIOUS, LIKE SAY THIS, THIS PURPLE TRANCHE GROWS, UM, AS MORE AND MORE, UH, SHORT DURATION RESOURCES COME ONLINE, UM, HOW WOULD DEPLOYMENT HAVE WORKED IF 50% OF THE STACK IS, UM, YOU KNOW, UH, TWO HOUR BATTERIES AND WOULD, WOULD THERE BE A DIFFERENT, UM, OUTCOME IN TERMS OF, OF, UM, HOW THE CONTROL ROOM IS DEPLOYING THIS? THOSE ARE THE KINDS OF THINGS I'M, I'M CURIOUS ABOUT AND, UM, YOU KNOW, WOULD LIKE TO TALK MORE ABOUT AT, AT THE, I GUESS, WORKING GROUP LEVEL, BUT, UM, I WANT TO MAKE SURE THAT, UM, I KNOW WHEN THOSE CONVERSATIONS ARE HAPPENING AND, UM, IS THIS LIKE ALL A PDC KIND OF CONVERSATION OR, UM, YOU KNOW, ULTIMATELY I'M JUST KIND OF FOCUSED ON, ON RELIABILITY AND MAKING SURE THAT THE OPERATORS GET WHAT THEY'RE EXPECTING TO GET.
UH, I, I GUESS I CAN AND IF I CAN, IF I CAN, OH, SORRY, CAN I GO AHEAD.
UH, I'LL, I'LL, I I CAN WAIT, GO AHEAD.
I, I GUESS IT'S ONE THING I DID WANNA CLARIFY TO WHAT I WAS SPECIFICALLY STATING.
UH, I THINK IN WHAT NITKA WAS SHARING IN TERMS OF PUTTING ADDITIONAL THOUGHT AND THINKING ABOUT CHANGES IN, UM, BOTH STATE OF CHARGE EXPECTATIONS AND SOME OF THE OTHER MODELING, THERE IS SOME INTERIM WORK THAT'S GOING TO BE DONE.
UH, OBVIOUSLY THERE WE'RE, THERE IS SOME, UH, EFFORT AND NEED TO BE THINKING AROUND STATE OF CHARGE WELL BEFORE WE GET TO REAL TIME COOPERATION, RECOGNIZING THE TIMELINE FOR THAT PROJECT.
SO THERE IS A DISTINCTION THERE.
I I WAS JUST SPEAKING TO AT LEAST ONE OF THE THINGS THAT WOULD TAKE LONGER TO DO, BUT I THINK IS KIND OF THE RIGHT PATH IN, IN TRYING TO BEST ADDRESS THE, THE QUESTION YOU'RE, YOU'RE RAISING UP.
BUT AGAIN, WE'LL GET MORE INTO THE WEEDS HERE, I'M SURE ON, ON THOSE TOPICS.
I I GUESS THE, THE, UH, THERE'S PROBABLY A LOT OF, UM, SMART IDEAS OUT HERE, BUT I'M JUST CURIOUS IF THERE, ONE OF THE SOLUTIONS IS SOMEHOW LIMITING THE AMOUNT OF ECRS THAT THE SHORT DURATION RESOURCES PROVIDE.
IF, IF THAT'S SOMETHING THAT'S ON THE TABLE OR NOT.
I, I, I THINK, UM, I GUESS THE THING I WOULD ADD IS IKAS COMMITTED TO, UH, FOLLOWING UP ON, ON THIS, UM, I THINK WE'RE MIXING SOME FUTURE STATES WITH CURRENT STATES AND THINGS LIKE THAT.
UM, SO LET'S TEE THIS ISSUE UP AT ROS AND LET'S TEE IT UP AT WMS AND, AND WORK THROUGH, UH, THOSE ITEMS. UM, I THINK WITH THE CURRENT, WHAT I HEARD ITHACA SAY THROUGH THE, IT WAS A LITTLE BIT PATCHY, BUT WITH THE CURRENT MIX OF RESOURCES, WHICH IS A LITTLE BIT, UH, I'M CUTTING OFF SOME OF YOUR, YOUR QUESTION AND POINTING THIS OUT, BUT WITH THE CURRENT MIX OF RESOURCES AND WHEN WE RELEASE THE ENERGY TO SCED, THE OFFERS APPEAR TO MANAGE THAT MIX, UH, EFFECTIVELY THAT'S NOT NECESSARILY GONNA BE TRUE AS THAT DYNAMIC CHANGES.
AND I THINK WE ALSO NEED TO SPEND MORE TIME ON IT, JUST BECAUSE I'M SAYING IN THIS INSTANCE IT WORKED THAT WAY, DOESN'T MEAN, YEAH, I, I AGREE AND I ACKNOWLEDGE THAT IT'S, THIS PRODUCT IS PRETTY YOUNG AND WE'RE, THERE'S STILL A LOT OF LEARNING HAPPENING.
UM, JUST THINGS THAT I'M CURIOUS ABOUT WITH THE TWO WEEKS THAT WE HAVE.
YEAH, THANKS MATT AND TEAM FOR PUTTING TOGETHER THIS INFORMATION.
UH, WE'RE STILL VERY MUCH TRYING TO UNDERSTAND THIS NEW PRODUCT.
I GOT A COUPLE OBSERVATIONS AND A QUESTION FIRST ON THE SUPPLY MIX OF THE PRODUCT.
I THINK WE'RE A LITTLE BIT SURPRISED TO NOT SEE MORE PARTICIPATION IN THIS BY ESRS, JUST GIVEN THE FACT THAT NOT, THEY'RE NOT DERATED AS MUCH COMPARED TO NONS SPIN, UH, QUICK START RESOURCES, THE, UM, LARGE AMOUNT OF QUICK START RESOURCES HERE.
WERE ALSO SURPRISING CUZ IN NONS SPIN THEY'RE CONTINUOUSLY DEPLOYED, SO THERE'S LIKE ZERO OPPORTUNITY COST.
YOU GET BOTH THE CAPACITY AND THE ENERGY VALUE.
UH, ON THE, THE BOTTOM PART, WHICH I, I SHARED THIS FEEDBACK MAYBE WITH KO OR GIO I CAN'T REMEMBER, BUT IT WOULD BE GREAT WHENEVER THERE'S AN ECRS DEPLOYMENT IS TO NOTE IN THE OPERATIONS MESSAGES WHY IT WAS DEPLOYED.
SO WHAT WE SAW IS ECRS DEPLOYED AN ECR S RECALLED, SO IT'D BE GREAT TO, TO SEE IN THEIR, LIKE, THE REASON ECRS DEPLOYED FOR INSUFFICIENT CAPACITY FOR FORECASTED 10 MINUTE AHEAD
[02:05:01]
NET LOAD.WE'RE STILL TRYING TO FIGURE OUT HOW ERCOT IS GONNA USE THIS NEW TOOL COMPARED TO NON SPIN OR ECR ECRS DEPLOYED FOR FREQUENCY.
THAT WOULD BE, IF YOU CAN DO THAT.
AND THEN QUESTION ON SLIDE EIGHT ON THE FREQUENCY PIECE.
STILL TRYING TO UNDERSTAND HOW, UM, THIS WORKS WITH CONJUNCTION WITH RESPONSIVE.
SO I KNOW THAT THE FREQUENCY THRESHOLDS ARE DIFFERENT.
I CAN'T REMEMBER IF WE ALSO HAD TO DEPLOY, UH, RESPONSIVE RESERVE FOR THIS EVENT TOO.
SO WAS IT E C R S AND RESPONSE RESERVE? THAT'S PROBABLY A QUESTION TO TAKE OFFLINE.
UM, AND MAYBE A PDC DISCUSSION, BUT HELPFUL INFORMATION.
WE'RE STILL TRYING TO UNDERSTAND HOW THIS ALL WORKS.
THE BIGGEST CONFUSION IS STILL LIKE WHEN YOU USE, WHEN ERCOT USES ECRS VERSUS NONS SPIN, CAUSE THEY STILL KIND OF FLIP FLOP.
SO OF THE E C R S DEPLOYMENTS WE SAW THAT WERE FOR CAPACITY, IT MADE SENSE, WE'RE ON THE SOLAR DOWN RAMP.
UM, SO APPRECIATE THE INFO AND, UH, LOOK FORWARD TO CONTINUED DISCUSSION ON THIS.
JUST WE, BILL HEARD YOUR FEEDBACK.
WE'LL LOOK TO BRING MORE INFORMATION AT THE PC AND TRY TO PUT COLOR ON THOSE DEPLOYMENTS AND HOW WE WERE PICKING UP ON WHEN TO DEPLOY ANNOUNCEMENT.
UH, AND, AND CERTAINLY WE'LL, UH, SHARE THAT WITH EVERYONE, UH, AND LOOK TO GET FEEDBACK AT THAT TIME.
IAN, THANK YOU FOR, UH, THE ECRS PROCUREMENTS AND DEPLOYMENTS.
AS MUCH INFORMATION THAT CAN BE GIVEN OUT IN THE AGGREGATE, UM, BEFORE THE RELEVANT 60 DAY AND 180 DAY DATA COMES OUT WOULD BE FANTASTIC.
UM, AS LONG AS IT CAN BE AGGREGATED TO, UM, CONCEAL PROVIDERS, I THINK IT'D BE GREAT FOR THE MARKET TO GET A LITTLE BIT OF MORE UNDERSTANDING EARLIER AHEAD.
AND THEN THE OTHER POINT I WANTED TO BRING UP ON THIS IS, UM, WITH THE MARKET BEING TASKED WITH CREATING D R R S, MATT, I THINK IT'D BE FANTASTIC IF YOU AND YOUR TEAM COULD DO A LESSONS LEARNED, UH, REVIEW OF BRINGING ECRS TO MARKET.
UM, DS LOOKS LIKE IT'S GONNA BE EVEN FASTER.
AND SO ANY LESSONS YOU GUYS LEARNED, UH, TO MEMORIALIZE THOSE TO MAKE LIFE A LITTLE BIT SIMPLER, I THINK WOULD BE, WOULD BE REALLY APPRECIATED BY THE MARKET.
CAN YOU HEAR ME? JUST BARELY JOHN CAN.
HOW ABOUT THIS? IS THIS BETTER? UH, IF YOU CAN GO A LITTLE BIT LOUDER, THAT WOULD BE EVEN BETTER YET.
UM, MY QUESTION IS REALLY JUST WHAT TECHNOLOGY IS FALLING IN THE QUICK START RESOURCE BUCKET, RIGHT? I MEAN, THE WAY I THINK ABOUT QUICKSTART RESOURCES, IT'S A PERFORMANCE CAPABILITY TESTING AND CERTIFICATION.
BUT I'M CURIOUS TO KNOW WHAT TYPE OF RESOURCES ARE ACTUALLY IN THAT BUCKET.
NIK OR DAVE, DO YOU WANNA CHIME IN ON THAT? I'M NOT CERTAIN.
SORRY, MATT, I MISSED THE QUESTION.
WHAT WAS THE QUESTION AGAIN? THE TECHNOLOGIES A QUICK STARTS TYPICALLY, ARE THEY ALL CTS OR IS IT A MIXTURE OF OTHER TECHNOLOGIES? IT IS MY UNDERSTANDING THAT THEY'RE MOSTLY QUICK, UH, CTS.
JOHN, DOES THAT HELP? LOOKS LIKE HE SAID.
SO, BOB, UH, BOB HILTON, THAT IS, YOU'RE STILL THE QUEUE.
OKAY, DIANA, SO I JUST HAD A QUICK QUESTION ON THE TYPES OF RESOURCES.
THE, IS THERE A MIX OF NON SPIN, UM, THAT'S CHANGED SINCE THE ER E C R S DEPLOYMENT? THAT WAS ONE QUESTION THAT WE WERE LOOKING AT.
AND THEN ALSO, UM, HAVE ALL THE QUICK STARTS MOVED TO THE ECRS.
SO WHAT YOU'RE ASKING IS KIND OF A BEFORE AND AFTER PICTURE.
LIKE, HERE'S WHAT WAS BEING OFFERED BEFORE ECRS AND NOW THAT IT'S AFTER ECRS, HAS THERE BEEN A TECHNOLOGY SHIFT YES.
I DON'T KNOW IF ANYONE ELSE HAS THAT.
LET, LET, BUT LET'S DOCUMENT THAT QUESTION AND BRING IT, BRING AN ANSWER TO YOU AT WMS. PERFECT, THANK YOU.
OR, OR ANY OTHER PLACE THAT Y'ALL WANT.
I SEE NOBODY ELSE IN THE QUEUE RIGHT NOW.
SO I WANTED TO, TO REITERATE, I, I THOUGHT Y'ALL DID AN EXCELLENT JOB IN TERMS OF THE ROLLOUT ON THIS.
I KNOW WE LEARNED QUITE A BIT,
[02:10:01]
UH, FROM THE ROLLOUT OF FFR AND, AND THE DIFFERENT RESPONSIVE TYPES WHEN WE MODIFIED THAT.SO I THINK Y'ALL TOOK SOME LESSONS LEARNED FROM THAT, DID A REALLY GOOD JOB IN COMMUNICATING WITH THE MARKET AND GOING THROUGH THAT PROCESS THERE, UM, AND GETTING US SET UP AND READY TO GO.
SO I THINK FROM A ROLLOUT PERSPECTIVE, I THINK Y'ALL DID A TREMENDOUS JOB.
UH, WE DO HAVE A COUPLE MORE QUESTIONS OR COMMENTS THAT ARE ROLLING IN.
SO WE'VE GOT ERIC, UH, FOLLOWED BY CAITLIN.
YEAH, I JUST WANTED TO WAIT UNTIL THE END, AND I, I KNOW WE'VE GOT ONE MORE COMING UP, UM, BUT I KNOW EVERYONE'S BUSY, BUT IT'D BE GREAT IF THESE REPORTS THAT ARE THE MEAT OF THE MEETING GET POSTED SOONER THAN THE DAY BEFORE THE MEETING.
I KNOW PEOPLE WERE REFRESHING WAITING FOR THESE PRESENTATIONS, YOU KNOW, FOR DAYS.
BUT LET ME RESPOND FOR POINT TAKEN.
I THINK THAT'S A FAIR CRITIQUE.
BUT IF I GAVE YOU THIS REPORT SEVEN DAYS EARLIER, YEAH, IT'S GONNA LOOK REALLY DIFFERENT AND VERY INCOMPLETE.
SO, SO WE WERE TRYING TO SIT THERE AND BALANCE GETTING AS MUCH DATA TO Y'ALL VERSUS GETTING SOMETHING EAR REALLY, UH, MUCH EARLIER.
UM, THERE'S, I I JUST COULDN'T COME UP WITH A PERFECT, YEAH, I UNDERSTAND.
I I, I TRIED TO SOFTEN IT WHEN I STARTED THAT, THAT CRITIQUE, AS YOU SAID.
BUT IT'S, UH, NO, IT, IT'S ABSOLUTELY FAIR.
I I, IT'S DEFINITELY, I GET IT.
I JUST WANT TO MAKE SURE EVERYBODY UNDERSTANDS THE TRADE OFFS THERE.
UM, E E EVEN PUBLISHING SOMETHING THAT GETS REVISED, I THINK WOULD BE GREAT.
AND MAYBE THAT'S AN OPTION, ALTHOUGH I DON'T WANT TO CREATE BUSY WORK FOR Y'ALL.
CLIFF, I WAS JUST HOPING TO REQUEST SOME CLARITY ON, ON WHERE FOLLOWS ARE GONNA BE.
UM, AND, AND I JUST HEARD THE POINT ABOUT THE DOCUMENTS, BUT IF WE COULD AT LEAST GET MORE INFORMATION THAN, YOU KNOW, QUOTE UNQUOTE ECRS UPDATE AT WMS OR AT ROSS, IF WE COULD GET SOME CLARITY ON WHAT TOPICS ARE GONNA BE AT W M S, WHAT TOPICS ARE GONNA BE AT ROSS, WHAT'S GONNA BE AT PDC, AND WHEN THOSE CONVERSATION CONVERSATIONS ARE GONNA HAPPEN, BECAUSE I I HEARD ALL THREE OF THOSE GROUPS REFERRED TO IN THIS DISCUSSION.
SO I WAS TAKING SOME NOTES HERE AND I FOUND, UM, MOST OF THE ITEMS WE DISCUSSED, I THINK PROBABLY BELONG OVER AT ROS.
SO I KNOW WE HAD, AND, AND I'M FLAGGING THESE FOR, UH, CHASE AND KATIE TO PICK UP.
SO WE GOT THE, UH, DISCUSSION IN TERMS OF VOLUMES, UM, AND SETTING THE APPROPRIATE VOLUMES FOR E C ECRS.
UH, WE HAD DISCUSSION REGARDING DURATION CONCERNS AND BATTERY PARTICIPATION.
UM, THAT LOOKS LIKE AN ROS OR A PC WG ISSUE.
UM, A D UH, PROVIDING THE REASONING FOR ECRS DEPLOYMENTS AND THE OPERATIONS MESS MESSAGING.
SO I THINK THAT'S SOMETHING THAT'S GONNA BE IN ROS'S REALM AS WELL.
AND THEN, UH, A REQUEST TO PROVIDING AS MUCH DATA AS WE POSSIBLY CAN ON AN AGGREGATE BASIS PRIOR TO THE 60 DAY DEPLOYMENT.
AND I THINK THAT'S GONNA BE IN ROS'S REALM ALSO.
SO I'M SEEING A LOT OF DIFFERENT ISSUES THAT ARE PROBABLY GONNA BE IN ROS OR THE WORKING GROUPS.
I DON'T KNOW IF ERCOT HAS GOT ANY ADDITIONAL IDEAS OR THOUGHTS.
I THINK NICA HAS INDICATED SOME OF THE ADDITIONAL ANALYSIS WILL BE, UH, PROVIDED AT PDC WG.
BUT IF THERE'S ANYTHING I MISSED THERE, I I DON'T BELIEVE YOU MISSED ANYTHING.
UM, I THINK WE WOULD ENGAGE WMS ON THIS TOPIC ALSO, AND THEY, THEY MAY HAVE SOME FOLLOW UPS FOR US.
BUT I AGREE MOST OF THE ISSUES BROUGHT UP SEEM TO BE ROS ISSUES.
OKAY, CARRIE, AND ON THE TOPIC OF THE AS METHODOLOGY, DO WE HAVE AN IDEA WHEN THAT MIGHT BE ROLLED OUT? I THINK IT IS GONNA BE A MUCH BIGGER DISCUSSION, AND I THINK THE SOONER THE BETTER ON THAT.
I, I BELIEVE WE'RE ON THE, A SIMILAR TIMELINE THAT WE HAVE BEEN.
SO OCTOBER YEARS, REMEMBER, WHICH I MEAN, IT, WE CAN START HAVING A, WE CAN SPEAK INTERNALLY IF SOMETHING EARLIER IS FEASIBLE.
I'M, I, I HAVEN'T HAD THAT CONVERSATION WITH ANYBODY AND DON'T WANT TO COMMIT BEFORE DOING THAT.
BUT WHAT I'M HEARING YOU SAY IS IF WE COULD MOVE SOME OF THAT UP, IT WOULD BE BENEFICIAL.
I THINK THERE'S GONNA BE A LOT OF VALUE IN LOOKING HOLISTICALLY AT THE SUITE OF ANCILLARY SERVICES, THE HOW THEY'RE USED, HOW THEY'RE DEPLOYED, AND HOW THAT IMPACTS HOW MUCH YOU NEED OF EACH TYPE.
UM, I THINK THE METHODOLOGY THAT WE USE FOR 2023 WAS A LITTLE, HAD A LOT OF GUESSWORK RIGHT ON E C R S, AND ESPECIALLY GIVEN THE CLEARING PRICES OF E C R S, THE SOONER THAT WE RE-LOOK AT THAT, THE BETTER.
UH, SO I, I'LL, I'LL WORK INTERNALLY.
[02:15:01]
PROMISE ANYTHING AT THIS POINT, BUT I THINK THE FACTS YOU'VE BROUGHT FORWARD ARE, ARE WORTH THINKING THROUGH.LOOKS LIKE THE QUEUE IS EMPTY.
I SEE NO ADDITIONAL CARDS HERE.
WANNA SAY THANKS AGAIN FOR COMING UP HERE AND STANDING IN FRONT OF THE FIRING SQUAD.
SO, ALL RIGHT, NEXT DISCUSSION IS D R R S.
THIS ONE IS CANONS AND LOOKS LIKE HE'S GONNA GO TO THE FRONT OF THE ROOM AS WELL.
SO I KEEP READING ABOUT SITTING BEING THE NEW SMOKING, SO I FIGURED I BETTER COME UP HERE SINCE I'VE BEEN SITTING THERE ALL ALL MORNING.
UM, SO WE WANTED TO UPDATE TAC UH, JUST BRIEFLY ON, UM, KIND OF OUR ANALYSIS AROUND, UH, THE D R R S STATUTE AND KIND OF WHAT, WHAT WE'RE THINKING.
UM, I, I THINK THERE ARE, UH, FOLLOW UP, UH, ITEMS THAT WE WANNA, UH, ENGAGE THE STAKEHOLDERS ON IN TERMS OF WHAT OUR FEASIBLE SOLUTIONS.
UM, I DO HAVE, I AM PRESENTING AT THE COMMISSION, UH, ON THUR AT THE THURSDAY OPEN MEETING.
UM, AND THEN, UH, DEPENDING ON HOW THAT GOES, I THINK THAT'LL DEFINE SOME OF THE NEXT STEPS.
UM, BUT, BUT I DID WANT TO TAKE THIS OPPORTUNITY TO KIND OF UPDATE TAC ON HIGH LEVEL THINKING AND WHAT THE TIMELINE LOOKS LIKE TO US.
UH, BUT NONE OF THIS IS KIND OF SET IN STONE.
UH, JUST WANNA MAKE SURE, UH, I, I DIDN'T MISS THIS OPPORTUNITY CUZ UH, THE NEXT ONE MIGHT BE, UH, A MONTH AWAY AND, AND WANTED TO GET SOME FEEDBACK IF POSSIBLE.
UM, SO I, I ACTUALLY HAVE GOTTEN A LOT OF QUESTIONS ABOUT THIS FIRST BULLET HERE.
UM, BUT THE STATUTE DOES REQUIRE THAT WE DELIVER, UH, BY DECEMBER 1ST, 2024, UH, A PRODUCT.
AND, UM, UH, I JUST LOOKED IT BACK UP AGAIN.
SO IT'S SECTION 51, PAGE 47, UH, IN, IN, IN THE, IN THE SUNSET BILL, BECAUSE IT'S NOT IN THE KIND OF MEATY PART OF DESCRIBING WHAT THEY WANT AS AS A SERVICE.
UM, THE OTHER REQUIREMENTS ARE THAT THERE BE DAY AHEAD AND REALTIME PROCUREMENT.
SO, UH, JUST OUR, OUR ASSUMPTION AROUND REALTIME PROCUREMENT, UH, WE ASSUME THAT THAT APPLIES ONCE REAL-TIME CO-OP OPTIMIZATIONS IN, IN PLACE.
UM, THE QUANTITY NEEDS TO BE BASED ON HISTORICAL VARIATIONS AND GENERATION AVAILABILITY.
UM, THERE'S A MINIMUM RUN OF FOUR HOURS AT HSL.
UM, YOU HAVE TO BE ONLINE WITHIN TWO HOURS OF INSTRUCTION.
THE, THE, THE PROGRAM HAS TO PROVIDE DISPATCH FLEXIBILITY TO ADDRESS INTER OUR OPERATIONAL CHALLENGES.
AND THERE'S A REQUIREMENT THAT, UH, RUCK IS REDUCED BY AN AMOUNT THAT IS EQUIVALENT TO THE PROCUREMENT OF D R R S.
UM, THERE, THERE IS, UH, SOME DISTINCTIONS THAT WE PROBABLY WILL END UP MAKING AROUND THIS REQUIREMENT.
PRIMARILY FOCUSED ON THE FACT THAT, UM, THERE'S TWO REASONS WHY WE RUCK.
ONE IS FOR LOCAL RELIABILITY, AND THAT'S GONNA BE HARD FOR US TO STOP RELATIVE TO THE NERC REQUIREMENTS.
UM, BUT WE ALSO RUCK FOR SYSTEM-WIDE REASONS, AND THAT'S WHERE WE WOULD, UH, LOOK FOR THE REDUCTION.
ONE OTHER THING AROUND THIS REQUIREMENT, UM, THAT I DO WANNA MAKE PEOPLE KIND OF AWARE OF IS, UH, KIND OF BROADLY OUR CONCLUSIONS ARE THAT THIS SERVICE THEN HAS TO BE PROVIDED BY AN OFFLINE RESOURCE.
IT CANNOT BE PROVIDED BY, UH, ONLINE RESOURCES.
UH, OTHERWISE, UH, WE DON'T SEE A COMMISERATE REDUCTION IN RUCK.
UM, SO I THINK THAT, UM, THAT REQUIREMENT IS, IS IMPORTANT TO KEEP IN MIND.
SO, UM, LIKE I SAID, WE'RE STILL WORKING THROUGH WHAT, WHAT OUR OPTIONS ARE ON, ON THIS SIDE, BUT THAT DATE IS VERY, UM, VERY LIMITING IN TERMS OF WHAT WE CAN DO.
UM, MOST OF OUR, UH, KIND OF FOCUS HAS BEEN ON VACATING NON SPIN.
AND, UH, AND THEN USING THAT BY DEFINING NEW PARAMETERS, UH, THAT ARE CONSISTENT WITH, UH, THOSE BULLETS I HAD BEFORE,
[02:20:01]
UH, TO MOVE SOMETHING FORWARD.THAT DOES NOT NECESSARILY MEAN THAT'S THE END STATE OF THE SERVICE.
BUT, UM, AT A HIGH LEVEL, WHEN WE LOOK AT THIS, THE ONLY REAL CHANCE WE HAVE TO MEET THAT, UH, STATUTORY DEADLINE IS TO KIND OF USE AN EXISTING, UH, SERVICE.
BUT, UM, WE ARE HOPEFUL THAT MAYBE STAKEHOLDERS WILL HAVE SOME BRILLIANT IDEA THAT, THAT WE DIDN'T THINK OF, UM, THAT THAT WOULD APPLY.
UM, SO WITH THAT IN MIND, UH, I THINK WE'RE GONNA JUST, UH, SEE IF WE'VE MISSED ANYTHING, UH, FOR THE KIND OF REST OF THIS MONTH.
AND THEN, UM, TOWARDS THE END OF THIS MONTH, WAIT, I'M SAYING THIS MONTH TOWARDS THE END OF JULY, WE'RE GONNA START, UH, SEVERAL WORKSHOPS.
SO I, I KEEP FORGETTING WE'RE STILL IN JUNE.
UM, UH, I KEEP THINKING I'M IN JULY ALREADY AND, UH, AND I'M, I'M NOT.
SO, UM, WE'RE, WE ARE GONNA, UH, SET UP WORKSHOPS.
UM, WE DO HAVE A DISCUSSION ON THIS TOPIC WITH THE PUBLIC UTILITY COMMISSION ON THURSDAY.
UH, AS I MENTIONED BEFORE, UM, WE BELIEVE THAT WE HAVE TO START DEVELOPING PROTOCOLS IN AUGUST, UM, AND NEED TO CLEAR THAT THROUGH THE STAKEHOLDER PROCESS PROBABLY BY, UH, OCTOBER, UH, WITH A GOAL OF, UH, GETTING BOARD APPROVAL FOR THOSE PROTOCOLS AT THE OCTOBER BOARD MEETING WITH, UH, COMMISSION APPROVAL HOPEFULLY, UH, IN, IN THE NOVEMBER TIME PERIOD.
BECAUSE AS EVERYBODY UNDERSTANDS UNDER NEW STATUTE, OR IT'S ACTUALLY BEEN, BEEN THERE FOR A WHILE NOW, BUT UNDER THE NEW PROCESS, THE COMMISSION ALSO NEEDS TO APPROVE THE PROTOCOLS FOR THEM TO BE, UH, IN EFFECT.
SO THAT'S KIND OF OUR TIMELINE AND I WOULD SAY IT'S, UH, VERY TIGHT AND THAT GIVES US ABOUT A YEAR TO CONVERT THOSE PROTOCOLS INTO REQUIREMENTS AND THEN, UH, SOFTWARE CHANGES AND IMPLEMENT IN THE DECEMBER TIMEFRAME.
UM, UH, SO THAT, THAT'S KIND OF, THAT, THAT'S WHERE WE'RE AT.
UM, I DO THINK, UM, THERE'S SOME, UH, THINGS TO BE WARY OF AS STAKEHOLDERS.
FOR EXAMPLE, UH, WHEN I TALK ABOUT, UM, MORE OF THIS SERVICE IS PROBABLY GONNA HAVE TO COME FROM OFFLINE RESOURCES.
THAT MEANS THERE'S LESS ENERGY AVAILABLE TO SCED, UH, AT, AT OTHER TIMES.
UH, THERE THAT CAN INCREASE THE ENERGY, PRICE OR LEAVE, UH, YOU KNOW, BATTERIES AS THE, UH, OFFER THAT, UH, IS, IS THE ENERGY OFFER OUT THERE.
SO THERE'S GONNA BE A LOT OF, UH, PRICING IMPLICATIONS AND OUTCOMES AND, UM, I WOULD, UH, ENCOURAGE STAKEHOLDERS TO REALLY THINK THROUGH THOSE.
UM, BECAUSE, UH, UH, I, I, I DO THINK THERE'S, THERE, THERE ARE GONNA BE THINGS THAT IMPACT BOTH, UH, FORWARD POSITIONS AND, AND CONTRACTS AND SO FORTH.
SO IT LOOKS LIKE WE HAVE SEVERAL CARDS AND I'M HAPPY TO TRY AND ANSWER ANY QUESTIONS THAT YOU MAY HAVE.
WE'VE GOT BILL BARNES, ERIC GOFF, NED MANKOWSKI, FOLLOWED BY CHRISTIE ASHLEY.
UH, ONE QUESTION WE HAD THAT I THINK CAN INFORM FORM, UM, THE CONSTRUCTION OF THIS PRODUCT IN TERMS OF SIZE WOULD BE, UM, IF ERCOT COULD POTENTIALLY IDENTIFY THE AMOUNT OF CAPACITY THAT IS LONGER THAN 30 MINUTES, BUT COULD MEET THE TWO HOURS OR LESS REQUIREMENT.
LIKE HOW MUCH DID THAT EVEN EXIST, UH, IN THE MARKET? CUZ WHAT WE DON'T WANNA DO IS BUY 3000 MEGAWATTS OF D R S WHEN THERE'S A THOUSAND MEGAWATTS AVAILABLE, YOU'RE, YOU KIND OF PERPETUALLY SCARCE THE PRODUCT.
SO I THINK THAT'LL HELP US THINK ABOUT THE SIZE, UH, HOW MUCH WE SHOULD BE PROCURING, GIVEN WHAT'S IN THE MARKET.
UH, AND THEN THE SECOND THING, WHICH I READ YOUR MEMO, UM, JUST EARLY FEEDBACK FROM ONE STAKEHOLDER IS GREATLY WOULD PREFER THE NON SPIN OPTION.
I THINK WE GOT A LOT OF FATIGUE ON MARKET CHANGES, NEW PRODUCTS, GETTING THAT, UH, CREATED NOT ONLY THROUGH THE ERCOT SYSTEMS, BUT OUR OWN SYSTEMS. AND THEN IN THE RETAIL MARKET IS A BIG DEAL.
SO IF WE COULD REPURPOSE NONS SPEND, IT LOOKS LIKE IT'S A MUCH FASTER DELIVERY TIME AS WELL.
THAT WOULD MAKE LIFE A LOT EASIER, UM, FOR THOSE ON THE RETAIL SIDE WITHOUT HAVING TO CREATE PRODUCT.
YEAH, IF YOU, AND IF YOU LOOK, LOOK AT THAT, THE, I THINK SECOND OPTION CAN'T BE DELIVERED UNTIL
[02:25:01]
2025 ALSO.THIS IS AFTER THE DETORY DEADLINE.
UM, AND THEN THE QUESTION IS ON THE, IF YOU DO GO DOWN THE NON SPIN ROUTE, UM, WHAT, WHAT, WHAT ARE YOU THINKING IN TERMS OF COMPOSITION OF 30 MINUTE CAPACITY VERSUS, VERSUS TWO HOUR? ANY THOUGHTS, EARLY THOUGHTS ON HOW YOU WOULD KIND OF DIVVY UP THE EXISTING NON SPIN PRODUCT? AND PROBABLY OUR BIGGEST CONCERN IS THE PROCUREMENT OF ADDITIONAL INCREMENTAL CAPACITY.
WE EXPECT THERE WOULD BE SOME, BUT TO HAVE A WHOLE NOTHER LIKE TWO, 3000 MEGAWATT PRODUCTS STACKED ON TOP OF OUR CURRENT ANCILLARY SERVICE PROCUREMENT, WHICH IF YOU LOOK AT LAST TUESDAY THE 20TH, UH, THE TOTAL UP CAPACITY PROCURED OF ALL ANCILLARIES WAS LIKE OVER 9,000 MEGAWATTS.
AND WE'RE TO THE POINT NOW WHERE WE'RE CREATING ARTIFICIAL SCARCITY AND PRICING.
WE'RE, WE'RE DEPLETING THE OFFERS AVAILABLE IN SKID, SO WE'RE PRINTING CAP ON THE LMPS WHILE WE ARE 4,000 MEGAWATTS OF PRC.
AND MAYBE THAT'S ONE OF THE INTENTIONS IS TO KIND OF ARTIFICIALLY CREATE SCARCITY PRICING, UM, EARLIER ON TO TRY INDUCE RESPONSE.
UM, BUT WE WOULD BE CONCERNED BY STACKING EVEN MORE MEGAWATTS ON TOP OF THAT AND GETTING EVEN FURTHER AWAY FROM ECONOMIC EFFICIENCY.
I, I, I, SO, UH, AGAIN, NO, WE DON'T HAVE ANY FINAL ANSWERS AND, AND THESE ARE THINGS I THINK WE NEED TO DISCUSS IN, IN THE WORKSHOP.
BUT, UM, I THINK ONE IMPORTANT DYNAMIC IS, SO I CAN KINDA LOOK AT STRATIFYING, NONS SPIN.
THERE'S SOME REAL, UH, UH, UN UNAPPEALING ECONOMIC ASPECTS OF HAVING MULTIPLE PRODUCTS IN, IN NONS SPAN, OTHER ALTERNATIVES, I COMPLETELY VACATE NONS SPAN AND INCREASE THE AMOUNT OF E C R S I PROCURE.
UM, THOSE ARE THINGS WE WOULD LIKE TO DISCUSS WITH, WITH STAKEHOLDERS.
UM, BUT, BUT THAT WOULD BE ONE WAY TO ANSWER YOUR QUESTION IS, YOU KNOW, THAT, THAT E E C R S PROCUREMENT GOES WAY UP, BUT I, I THINK YOUR QUESTION ABOUT, UH, WHAT'S AVAILABLE OUT THERE THEN BECOMES MATERIAL TO, YOU KNOW, WHAT PATH WE WANT TO CHOOSE.
SO I THINK THAT'S A GOOD EXERCISE FOR US TO DO TO KIND OF LOOK AT WHAT'S AVAILABLE, UH, TO PROVIDE THIS SERVICE AND ALL THE OTHER ANCILLARY SERVICES THAT WE HAVE.
ERIC GOFF, SO I APPRECIATE THAT YOU'RE WORKING WITH A STATUTORY DEADLINE HERE, AND THAT'S THE DRIVER FOR EVERYTHING.
UM, I'M CONCERNED THAT THE UNCERTAINTY IN THE ANSWER RATE SERVICES MARKETS MAKES IT DIFFICULT FOR RETAILERS TO KNOW WHAT TO CHARGE RESIDENTIAL CONSUMERS.
AND SO THE SOONER WE CAN RESOLVE THESE, THE BETTER.
UM, SO IF WE GET TO SOME SORT OF RECOMMENDATION SOONER RATHER THAN LATER IN THIS PROCESS, IT MIGHT BE GOOD FOR, UM, US TO FIGURE OUT A WAY TO, TO MAKE THAT KNOWN.
UM, OR IF WE CAN, I KNOW THIS IS A HUGE STRETCH AND PROBABLY IMPOSSIBLE, BUT IF WE COULD GET IT TO THE AUGUST BOARD MEETING, THAT'D BE EVEN BETTER.
UM, THAT SEEMS UNLIKELY, BUT THE POINT IS THAT, UH, THE UNCERTAINTY, UH, I THINK COULD CAUSE PROBLEMS. UM, AND THEN, UM, I THINK THIS ALSO TIES INTO THE IMPORTANCE OF, UM, THE ANCILLARY SERVICES METHODOLOGY.
I, I KNOW WE WON'T NECESSARILY GET TO THIS ONE, UM, NEXT YEAR, BUT POTENTIALLY IF THERE ARE MINIMAL SYSTEM CHANGES BECAUSE YOU'RE JUST USING EXISTING PRODUCT, YOU COULD START TO PROCURE THIS BEFORE DECEMBER 1ST.
UM, AND WE'LL FIND OUT WHEN YOU DO THE IA.
AND, UM, SO KNOWING THAT, UM, AS SOON AS POSSIBLE IN ADDITION TO THE QUANTITIES BILL MENTIONED, WOULD, WOULD BE HELPFUL.
UM, DO WE THINK THIS IS SOMETHING THAT WE MIGHT PROCURE AHEAD OF TIME OR, UM, OR NOT? AND JUST TO, TO STATE THAT AND TELL US IN A BLACK AND WHITE WAY, I THINK WOULD BE HELPFUL ONCE, ONCE, YOU KNOW.
SO, SO JUST TO, UM, I PROBABLY NEED TO ADD A LITTLE BIT MORE COLOR HERE, BUT I THINK THE FIRST STEP IN ENGAGEMENT WITH THE STAKEHOLDERS, WERE HERE, HERE'S WHAT WE'VE COME UP WITH, BUT DID WE MISS SOMETHING? YEP.
UM, BUT AT A VERY EARLY STAGE, WE WOULD LIKE TO PICK A PATH TO GO DOWN, AND THEN THE PROTOCOLS ARE JUST REALLY FOCUSED ON THE, THE, THE DETAILS OF HOW THINGS ARE GONNA WORK.
[02:30:01]
THINK WE WILL HAVE AT LEAST THE, THE INITIAL PATH DEFINED RELATIVELY EARLY.I'M, I ALSO UNDERSTAND EARLIER THE BETTER, UH, FROM, FROM YOUR PERSPECTIVE, I DO THINK YOU DE DEFINITELY WANT TO KEEP OTHER INITIATIVES GOING AS WELL THAT WE HAVE.
SO WHAT WE CAN DELIVER BEFORE DECEMBER IS, IS A LITTLE BIT OF A UNKNOWN RIGHT NOW UNTIL WE KIND OF PICK IT UP.
WHETHER YOU DO OR YOU DON'T, JUST LET US KNOW, RIGHT? AND, UH, WHATEVER UNCERTAINTY YOU CAN REDUCE, AND SOMEONE AS THEY TEXTED ME ABOUT THE UNCERTAINTY PRODUCT, FUNNY JOKE, UM, WOULD, WOULD BE HELPFUL.
AND YOU'RE PROBABLY GONNA, UH, DETECT A LITTLE BIT OF A THEME.
I I WAS THINKING SOME OF THE SAME QUESTIONS.
YOU KNOW, OBVIOUSLY THE, THE, THE PROCUREMENT TIMING AND AND SIZING IS, IS OF A LOT OF IMPORTANCE TO, TO EVERYONE IN THE MARKET.
UM, MAYBE ONE WAY TO GET SOME MORE INFORMATION OUT THERE SOONER THAT WOULD HELP FOLKS, UM, YOU KNOW, MAYBE HAVE SOME DISCUSSIONS BEFORE WE, WE GET TO THE ANCILLARY SERVICE METHODOLOGY, UM, IS IF ERCOT COULD SHARE SOME THOUGHTS ABOUT THE HISTORICAL GENERATION AVAILABILITY ANALYSIS THAT THE STATUTE REQUIRES THAT PROCUREMENT BE BASED ON.
UM, AND MAYBE INVITE, YOU KNOW, AND KNOW THAT THERE WAS ONE STUDY THAT WAS PUT OUT, UM, THAT SUGGESTED A METHODOLOGY.
MAYBE INVITE THOSE, UH, AUTHORS TO, UH, DISCUSS, YOU KNOW, HOW THEY CAME UP WITH THAT.
I'M SURE OTHERS HAVE OTHER THOUGHTS, BUT, UM, YOU KNOW, GETTING TO TO THAT METHODOLOGY MAY BE, YOU KNOW, THE FIRST STEP IN, YOU KNOW, THINKING THROUGH WHAT THE ANCILLARY SERVICE MINIMUMS MIGHT LOOK LIKE.
UM, UH, I ACKNOWLEDGE THAT THERE'S A LOT OF INTERPLAY HERE, UM, AND THAT INSERTS A LOT OF UNCERTAINTY.
SO WE WILL TRY AND WORK THROUGH THAT AND, AND PROVIDE YOU INFORMATION THAT WOULD BE HELPFUL ON THAT FRONT.
I, I HAVE A, A COUPLE OF QUESTIONS.
THE FIRST ONE IS, I CAN'T RECALL IF THE STANDING W M W G REPORT ON RUC INCLUDES INFORMATION ON HOW FAR IN ADVANCE YOU ARE, UM, PROVIDING RUCK INSTRUCTIONS TO RESOURCES AND HOW MANY MEGAWATTS ARE A PART OF THAT.
AND I'M THINKING ABOUT THAT IN CONTEXT OF IF THE INTENT IS TO REDUCE R BUT THERE ARE SEVERAL UNITS THAT GET R INSTRUCTIONS DAYS IN ADVANCE BECAUSE, YOU KNOW, MAYBE THEY'VE GOTTA, YOU KNOW, SIT AND DO WATER CHEMISTRY AND DA DA DA DA, AND IT TAKES THEM DAYS, UM, IN ORDER TO, YOU KNOW, SECURELY GET ONLINE.
HOW CAN THIS REALLY REDUCE RUCK? AND, AND BY HOW MUCH, I MEAN, REALISTICALLY, I GUESS MY GUESS MY QUESTION IS, REALISTICALLY, WHEN LOOKING AT ALL OF THE DATA AND LOOKING AT, UM, SOME OF THE TIMELINES FOR RUCKING, I MEAN, IS ARE WE EVEN GONNA REALLY SEE A NOTICEABLE REDUCTION IN THE RUCK AS THIS PRODUCT IS TOO, UH, INTENDED TO DO? DOES THAT MAKE SENSE? I I KIND OF WARBLED MY WAY THROUGH THAT.
YEAH, I, I GUESS, UM, I, I WOULD WANNA GO BACK AND LOOK AT, UH, THE DATA TO W M W G, BUT WHAT I COULD SHARE WITH YOU THAT MAY BE HELPFUL IS WE DO VERY FEW.
IN FACT, UH, I'M, I'M HAVING TROUBLE RECALLING ANY W RUCKS OR ANY RUCKS, UH, OUTSIDE OF THAT 24 HOUR, UH, PERIOD.
I THINK THERE ARE AAN TYPE ACTIVITIES THAT TRY AND GET AHEAD OF THOSE TYPES OF, UH, COMMITMENTS.
BUT, YOU KNOW, I, I'D WANT TO GO BACK AND LOOK AT THAT DATA, BUT I THINK A LOT OF THE DECISION MAKING SITS WITHIN THAT 24 HOURS BEFORE THE OPERATING HOUR TYPE TIMEFRAME.
UM, I'M HAPPY TO BE CORRECTED BY ANYBODY THAT HAS, HAS MORE KNOWLEDGE EITHER ON THE ERCOT SIDE OR STAKEHOLDER SIDE, BUT THAT'S MY GENERAL RECOLLECTION OF, OF, OF THE DISPATCH DECISIONS.
IF I CAN JUMP IN JUST REAL QUICK, UH, REGARDING THE MATERIAL THAT WE, REGARDING THE MATERIAL THAT WE POSTED, W W G, UH, THAT IS PRIMARILY FOCUSED ON
[02:35:01]
WHEN RESOURCES ARE COMMITTED RELATIVE TO THEIR LEAD TIME.SO I KNOW WE HAVE SOME, SOME SLIDES AND METRICS FOCUSED ON THAT.
UH, TO, TO MORE YOUR QUESTION AND CANAL WAS SHARING, UH, I THINK BOTH THE OBSERVATIONS ARE, ARE, ARE LARGELY CORRECT.
SO, UM, OUR, THE RUCKS THAT WE HAVE ARE TYPICALLY MORE THAN TWO HOURS IN ADVANCE.
UM, YOU KNOW, IT DOES VARY QUITE A BIT, BUT THERE, THERE'S PROBABLY NOT VERY MANY RUCKS THAT ARE WITHIN TWO HOURS OF THE ACTUAL OPERATING HOUR.
UM, BUT TO CONAN'S POINT, UH, I WOULD SAY ALMOST ALL OF OUR RUCKS ARE, ARE PROBABLY MORE WITHIN KIND OF THE, THE EIGHT TO 10 HOUR TIMEFRAME.
THEY TYPICALLY, THE, THE EARLIEST WE TEND TO SEE ANY RUCK INSTRUCTIONS GOING OUT IS TYPICALLY THE, THE NIGHT BEFORE.
AND THAT WOULD BE THE CASE WHERE WE'RE SEEING SOME NEED IN THE MORNING HOURS, UH, MORE OFTEN WHEN WE SEE A, A NEED FOR ROUGH COMMITMENTS IN THE AFTERNOON, THOSE ARE HAPPENING IN THE MORNING OF THAT OPERATING DAY.
SO THAT KIND OF GIVES YOU A GENERAL FEELING FOR THE, THE RANGE OF TIME THAT WE SEE IT.
AND, AND OBVIOUSLY THAT DOES WE'LL, WE'LL HAVE TO HAVE SOME CONVERSATION THEN ON HOW THAT LINKS TO, UH, THE CREATION OF THE NEW SERVICE HERE TO, TO YOUR POINT, CHRISTIE.
NO, I, I REALLY APPRECIATE THAT CLARIFICATION.
UM, IF, IF THERE'S ANY WAY THAT, YOU KNOW, SOME BACK OF THE ENVELOPE OR, YOU KNOW, EVEN LOOKING AT SOME HISTORICAL INFORMATION THAT ERCOT COULD PROVIDE A GENERAL ESTIMATION IN TERMS OF WHAT THE, YOU KNOW, HOW BIG OF THE IMPACT WILL THIS HAVE ON RUCK INSTRUCTIONS? I, IT WOULD BE HELPFUL TO, FOR ME TO SEE THAT IF IT'S POSSIBLE.
UH, I MEAN, UH, CHRISTIE, JUST SOMETHING TO KEEP IN THE BACK OF YOUR MIND IS, UM, I MEAN THE WAY THE STA THE STATUTE'S WRITTEN, I HAVE TO DECREASE RUCK BY THE AMOUNT THAT I PROCURE THAT CONSTRAINT CAN GO BOTH, BOTH WAYS AS I READ IT, SO YOU KNOW THAT THERE COULD BE OTHER VOLUMETRIC RESTRICTIONS ON THE PRODUCT, UH, RELATIVE TO THE STATUTORY REQUIREMENT.
I JUST, JUST TRYING TO GET MY HEAD AROUND HOW MUCH IS FEASIBLE.
UH, CARRIE, YOU'RE A, YEAH, I HAVE A COUPLE THINGS I GUESS ON JUST AT THAT DISCUSSION, WE JUST WERE LISTENING TO, I THINK ONE THING TO KEEP IN MIND IS THAT HISTORICAL DATA MAY NOT BE INDICATIVE OF WHAT HAPPENS IN THE FUTURE.
I THINK THE IDEA IS THAT IF ERCOT HAS A NUMBER OF THESE UNITS THAT ARE OFFLINE AND READY TO COME ONLINE, THEN IT DOES NOT NEED TO START UP A SIX HOUR AHEAD UNIT.
AND SO JUST BECAUSE THEY WERE STARTING UP SIX HOUR START RESOURCES IN THE PAST, THE HOPE IS THAT THAT BEHAVIOR WOULD CHANGE.
UM, I GUESS I WANNA ECHO A COUPLE OF THINGS.
ACTUALLY MISSED THE FIRST PART OF WHAT BILL WAS TALKING ABOUT BARNES, BUT, UM, I AGREE THAT, UM, I LIKE THE IDEA OF REPURPOSING NON SSP SPIN, UM, DISHEARTENED TO HEAR ABOUT HEARING ABOUT THE IDEA THAT WE PROCURE MORE ECRS.
UH, A BIG PORTION OF THE NONS SPIN THAT GETS PROCURED IS FOR SIX HOUR HEAD LOAD FORECAST UNCERTAINTY.
AND I DON'T KNOW WHY YOU NEED A 10 MINUTE ONLINE PRODUCT TO HANDLE THAT.
UM, SO THAT'S KIND OF GOES PART AND PARCEL WITH THIS IDEA THAT WE NEED THAT HOLISTIC REVIEW.
I THINK WE HAVE TOO MANY MEGAWATTS BEHIND THE HASSLE RIGHT NOW, AGAIN, TO BILL'S POINT.
SO, UH, ADDING MORE, AGAIN, IS GONNA HAVE UNINTENDED CONSEQUENCES.
UM, SO WITH REGARDS TO THIS PATH FORWARD, I WOULD HOPE TO SEE IN THE WORKSHOP AS SOON AS POSSIBLE A LIST OF THE POLICY CUTS THAT ARE GONNA BE NEEDED IN ORDER TO MOVE FORWARD ON THIS.
THE PROTOCOLS ARE KIND OF ANCILLARY TO THAT, BUT, UM, WHAT WE DIDN'T HAVE WITH ECRS WAS AN IDEA OF HOW MUCH WAS GONNA BE BOUGHT WHEN THE PROTOCOLS WENT THROUGH AND THE SERVICE WAS APPROVED.
SO WHAT WOULD BE HELPFUL IS DURING THIS PROTOCOL PROCESS, IF WE ALSO KNOW HOW MUCH DRS IS GONNA BE BOUGHT AND HOW IT'S GONNA IMPACT ALL THE OTHER SERVICES.
AND IF DURING THOSE DISCUSSIONS ABOUT POLICY CUTS, IF ONE DECISION ON THOSE WILL INCREASE OR DECREASE, HOW MUCH YOU PURCHASE, I THINK WOULD BE HELPFUL TO KNOW AHEAD OF TIME.
I THINK THESE ARE ALL LIKE DATA POINTS THAT I WOULD REQUEST THAT WE HAVE DURING THIS PRETTY QUICK DEVELOPMENT TIMELINE ON PROTOCOLS.
CAN I JUST GO AHEAD, CAN I, SO THERE, THERE'S NOTHING THAT WAS SAID THAT I DISAGREE WITH OR THAT I DON'T SEE PROVIDES VALUE.
[02:40:01]
UM, SO WANNA START OFF WITH THERE, BUT I WANT TO EMPHASIZE TO EVERYBODY THAT STATUTORY DEADLINE IS A BIG, UH, CHALLENGE FOR ERCOT INC.AND WE WILL PRIORITIZE AROUND MEETING THAT CHALLENGE THAT WAS PUT IN THERE FOR A REASON.
UM, AND WE, WE WILL, WE FEEL THE PRESSURE OF DELIVERING TO THAT DEADLINE THAT WAS PUT IN.
CAN I FOLLOW UP? IT JUST, I WOULD BE HELPFUL FOR ME TO UNDERSTAND WHAT IS IT ABOUT REPURPOSING AN EXISTING SERVICE THAT WOULD TAKE A YEAR TO DO? AND MAYBE THAT'S JUST A FAILURE OF MY, I'M SORRY, I DIDN'T, I DIDN'T HEAR.
IF WE'RE REPURPOSING AN EXISTING SERVICE, THEN WHAT IS IT ABOUT THAT THAT TAKES A YEAR TO DO? AND MAYBE THAT'S JUST A FAILURE OF MY UNDERSTANDING OF WHAT THE, THE, UM, SYSTEM IMPLEMENTATION ISSUES ARE.
BUT, UM, I'M FAILING TO SEE IS IT JUST, CUZ THERE'S SO MANY OTHER PROJECTS THAT ARE UNRELATED TO THIS THAT ARE GOING ON AT ERCOT AND IT'S A RESOURCE CONSTRAINT, UH, THAT, UH, THAT IS MORE, UM, IF YOU LOOK AT PAST HISTORY IN TERMS OF CONVERTING PROTOCOLS INTO REQUIREMENTS THAT ARE ASSOCIATED WITH VENDORS, THAT HAS BEEN THE, UH, THE, UH, THE TRACK RECORD THAT, THAT WE HAVE, WE MAY DO BETTER THAN THAT.
UM, BUT, UH, SO, SO IT, IT, IT MAY, MAY COME IN FASTER THAN THAT.
I THINK THE DELIVERY AND APPROVAL OF THE PROTOCOL SIDE OF THIS IS, IS FASTER THAN WE NORMALLY DO.
UM, SO I WOULD, UH, I MEAN THAT, THAT'S OUR BEST ESTIMATE NOW THAT THAT COULD ABSOLUTELY, UH, MOVE AND, UM, WOULD BE HAPPY TO SHARE WHAT THE DYNAMICS ARE THAT ARE, ARE MA TAKING A A YEAR POTENTIALLY.
MARK SMITH, UH, YEAH, CANAN IS ERCOT CURRENTLY ENVISIONING THAT LOADS COULD PARTICIPATE THIS NEW SERVICE TO PARTICIPATE IN IT? UM, I, I, I DON'T HAVE A GOOD ANSWER FOR YOU ON THAT.
UM, UH, LOADS CAN PARTICIPATE IN NON SPEND CURRENTLY, SO, UH, I THINK AS A C L R A LOAD MAY BE ABLE TO PARTICIPATE, BUT I DON'T HAVE A FINAL ANSWER FOR YOU ON THAT.
AND, AND WE HAVE NO, UH, NON SPIN PROVIDING C CLRS CURRENTLY.
UH, CANON, I APOLOGIZE IF, I CANNOT REMEMBER IF THIS WAS WHILE I WAS AT RA OR AN ERCOT PRESENTATION, BUT THERE WAS A DISCUSSION ABOUT RESOURCES THAT COULD PROVIDE AS AND, UM, APOLOGIES.
AGAIN, I'M NOT TRYING TO SAY ERCOT WAS AT FAULT AT THIS, BUT I REMEMBER GOING THROUGH AND WE WERE ATTEMPTING TO FIGURE OUT, YES, THIS MANY MEGAWATTS CAN PROVIDE THIS ANCILLARY SERVICE, BUT THEY ALSO CAN PROVIDE THIS, ET CETERA.
UM, SO JUST SOMETHING TO KEEP IN MIND WHEN YOU COME BACK TO THE MARKET WITH, UH, WHAT COULD PROVIDE THIS.
UM, I THINK DAN EZ HAS DONE SOME AMAZING JOB WITH SOME INFOGRAPHICS FOR STAKEHOLDERS, AND THIS MAY BE SOMETHING THAT, UM, HIS SKILLSET COULD REALLY HELP US UNDERSTAND.
LOOKS LIKE WE GOT BRIAN SAMS FOLLOWED BY ERIC.
JUST A, A CLARIFYING QUESTION REALLY FOR MY COHORT NED HERE.
YOU HAD ASKED, OR YOU'D MENTIONED A STUDY THAT LOOKS AT THE QUANTITIES FOR AS PROCUREMENT, AND I'M NOT FAMILIAR WITH WHAT THAT STUDY WAS OR IS.
SORRY, UH, BRIAN, THOSE WAS REFERRING TO THE STUDY FROM BATESON WHITE THAT, UM, WAS PUT OUT AND THAT HAD SUGGESTED A METHODOLOGY FOR, FOR, THAT'S THE ONLY ONE I'VE SEEN SO FAR.
AND THAT'S, THAT'S THE, THE ONLY REFERENCE POINT THERE NOT, NOT ENDORSING OR, UH, OR ARGUING AGAINST IT, JUST LOOKING FOR SOME INDICATION OF, OF WHAT THE HISTORICAL ANALYSIS MIGHT LOOK LIKE.
ERIC, UH, JUST BRIEFLY IN RESPONSE TO CHRISTIE'S QUESTIONS, UM, ONE OF THE THINGS THAT I THINK IS ON THE LIST TO TALK ABOUT FOR THE, UH, THE STRATEGIC LOOK AT RUCK IS WHETHER ERCOT WOULD BE ABLE TO RETURN TO ISSUING A RECONSTRUCTIONS BASED ON THE UNIT STARTUP TIME OR NOT, UM, THAT THEY, THEY STOPPED DOING AFTER THE WINTER STORM.
[02:45:01]
DISCUSSION, I THINK, NOT AT THIS RC W G, BUT HOPEFULLY THE NEXT ONE OR THE WORKSHOP.ANY OTHER COMMENTS OR QUESTIONS FOR KAAN? ALL RIGHT.
SEEING NONE, CANAN, THAT'S ALL.
GOT A LOT OF WORK CUT OUT FOR US IN THE COMING MONTHS.
THAT IS THE LAST OF THE ERCOT REPORTS.
[14. Other Business ]
HAVE IS OTHER BUSINESS.UM, FIRST THING ON THAT AGENDA IS 2024 STAKEHOLDER MEETING CALENDAR.
UM, SINCE THE BOARD APPROVED THEIR MEETING DATES, WE USUALLY ISSUE THIS ATTACK AND SUBCOMMITTEE MEETING DATES AS WELL.
UM, SO THIS IS JUST A DRAFT OF WHAT IT COULD LOOK LIKE NEXT YEAR.
I KNOW RICHARD HAS SOME COMMENTS ON THAT.
IT ONLY FLEXES AT THE TOP, USED TO BE.
UM, I, IF POSSIBLE, I, I WOULD LIKE TO US TO MOVE BACK TO THE WEDNESDAY, UH, OR T THURSDAY MEETINGS WHEN WE CAN.
AND, AND THAT, YOU KNOW, IT'S ALL ABOUT ERIC, YOU KNOW, THAT WAY IF YOU KNOW THE REPORT THAT CAME OUT THAT HE WISHED HE COULD HAVE REVIEWED LONGER, HE WOULD'VE HAD ANOTHER DAY TO REVIEW IT, MAYBE HE WOULDN'T HAVE HAD TO BRING AN ISSUE WITH IT.
BUT THAT WOULD GIVE US SOME, I MEAN, I MEAN, ONE, IT, IT IS JUST ABOUT ME, BUT, UM, TWO, I HAVE HEARD OTHERS SAY THAT IT REALLY WOULD BE NICE TO HAVE THE ADDITIONAL TIME, THE WEEK OF TACT TO GET READY FOR THE MEETING AND HAVE SOME INTERNAL DISCUSSIONS THAT ARE NEEDED.
I'M GONNA SAY, UM, I KNOW THE SCHEDULES WERE MOVED TO TUESDAYS THIS YEAR LARGELY TO ACCOMMODATE MY SCHEDULE AS CHAIR.
SO I DO NOT ANTICIPATE, UM, BEING CHAIR NEXT YEAR.
SO I HAVE NO OBJECTIONS TO WEDNESDAYS OR THURSDAYS AS FAR AS THAT'S CONCERNED.
WE CAN TAKE IT BACK AND REVISE THE CALENDAR TO SHOW WHAT THAT WOULD LOOK LIKE.
MARK ANN, DID YOU GET A CHANCE TO CROSS-REFERENCE DATES WITH THE GULF COAST POWER ASSOCIATION ANNUAL CONFERENCES? I KNOW I SENT THAT, THOSE CONFERENCE DATES FOR THE NEXT FEW YEARS TO SOMEBODY.
ANY OTHER COMMENTS OR QUESTIONS FOR ANN? SHE'LL BRING BACK A MODIFIED SCHEDULE NEXT MONTH FOR US TO LOOK AT.
ANYTHING ELSE WE'D LIKE HER TO LOOK AT AS WELL? OKAY.
SEEING NONE, WE WILL DISCUSS THIS AGAIN NEXT MONTH.
SO ERIC, I KNOW YOU HAD ANOTHER TOPIC YOU WANTED TO BRING UP.
UM, I THINK THERE'S BEEN A LOT OF CONFUSION IN THE PUBLIC ABOUT, UM, THE ERCOT LOAD FORECASTS OVER THE LAST FEW DAYS.
AND I KNOW IT'S NOT A POST AGENDA ITEM, BUT I'VE GOTTEN A LOT OF FEEDBACK ABOUT HOW PEOPLE ARE UNSURE AS TO WHY THEY'RE HIGH AND, AND THINGS LIKE THAT.
I KNOW THERE'S A PROCESS, IT'S PART OF CONSERVATIVE OPERATIONS, BUT, UM, I, I THINK THAT PEOPLE ARE STARTING TO QUESTION WHETHER OR NOT TO TRUST THAT FORECAST OR NOT.
UH, AND IT'S GETTING, YOU KNOW, INTO THE PUBLIC DISCUSSION.
AND SO I DON'T KNOW THAT I WANT TO ASK YOU TO ADDRESS THAT OFF THE CUFF TODAY.
UM, BUT, UM, IF WE COULD TALK ABOUT, UH, YOU KNOW, THE USEFULNESS OF PUBLISHING A HIGH LOAD FORECAST IN SUCH A PUBLIC WAY, UM, VERSUS JUST, FOR EXAMPLE, USING IT IN RUCK OR WHATEVER YOU HAVE AN OPERATIONAL NEED FOR IT.
UM, IT, I THINK IT WOULD, IT WOULD BE HELPFUL BECAUSE, UH, IT, IT, I THINK IT, IT COULD CAUSE MORE DAMAGE, UM, POTENTIALLY IF THE, IF THE PUBLIC DOESN'T BELIEVE THE LOAD FORECAST FOR WHATEVER REASON.
SO CON YOU WANNA LET, I MEAN, UH, TEE UP THE ISSUE AND WE CAN, WE CAN FOLLOW THROUGH WITH THAT.
UM, I MEAN, THE ONLY OTHER THING I, I CAN SHARE ON THAT IS THIS PATTERN'S BEEN DIFFICULT TO TEMPERATURE FORECAST AND THAT, YOU KNOW, SO, SO THAT, THAT'S, AND THAT'S AT ALL THE WEATHER SERVICES AND, AND EVERYTHING LIKE THAT.
BUT I THINK WE PROBABLY NEED TO HAVE A DEEPER DISCUSSION AND WE, WE CAN TRY AND FOLLOW UP WITH YOU WHERE YOU'D LIKE OKAY.
MAYBE OUR OS OR WMS. I THINK BOTH WOULD BE APPROPRIATE.
WHICHEVER ONE YOU FEEL YOU KNOW BETTER ABOUT, JUST LET US KNOW.
NOT WANTING TO HOLD IT AS A TACK DISCUSSION.
WE COULD HAVE A TACK DISCUSSION.
I'D BE HAPPY TO HAVE AN ATTACK DISCUSSION TOO.
LET'S GO AHEAD AND HAVE, UH, PREFERABLY PROBABLY ROS PICK THAT UP AND THE NEXT MONTH AND THEN RETURN TO TAC WITH AN UPDATE
[02:50:01]
AS WELL.UM, WE'LL, WE'LL HOLD THAT AS A SEPARATE AGENDA ITEM HERE.
LOOKS LIKE WE'VE GOT A COMMENT FROM CHRIS HENDRICKS.
UH, KIND OF ALONG ERIC'S COMMENTS, IT MAY BE A GOOD CHANCE ALSO TO LOOK AT SOME OF THE OTHER ITEMS ON THE DASHBOARD JUST TO KIND OF, AS PEOPLE ARE OUT THERE LOOKING AT IT, SOME OF 'EM ARE CONFUSING TO THE GENERAL PUBLIC OR ARE MAY NEED MORE DISCUSSION ABOUT 'EM.
I, I GUESS, UH, I WOULD, UH, SAY THAT WE WOULD LOVE TO HEAR SOME FEEDBACK ON, ON THAT.
IN TERMS OF W THINGS THAT ARE CONFUSING, UM, I, I THINK THE TEAMS THAT WORK ON THOSE DASHBOARDS, AND BY THE WAY, UM, A LOT OF WHAT I WOULD CONSIDER IMPROVEMENTS HAVE BEEN MADE ON THOSE, BUT WE BELIEVE THAT THERE'S MORE WORK TO DO ON THAT.
SO IF SOME GROUP WANTS TO COMPILE A LIST OR SOMETHING TO SHARE WITH US, WE WOULD, UH, APPRECIATE THAT AND TRY AND TRY AND LEVERAGE THAT TO, FOR FUTURE IMPROVEMENTS.
ANYTHING ELSE? COMMENTS, QUESTIONS? WE'LL BRING THAT BACK NEXT MONTH.
[15. Combo Ballot (Vote) ]
NO, MEGAN, I'M MAKING A MOTION TO APPROVE THE COMBO BALLOT.SO WE'VE GOT A MOTION TO APPROVE THE COMBO BALLOT.
YOU SEE THE LIST OF, UH, ITEMS ON THE COMBO BALLOT? DO I HAVE A SECOND? GOT A SECOND OVER HERE FROM BOB.
SO, UH, ANY COMMENTS ON THE COMBO BALLOT? REMEMBER? NO ABSTENTIONS
NO COMMENTS OR QUESTIONS? SO, ALL RIGHT, COREY, ITS ALL US.
CAN WE DO A VOICE, A VOICE VOTE ON THIS NOW THAT THERE'S NO ABSTENTIONS? UH, I'LL DEFER TO ERCOT STAFF ON THAT SINCE WE CAN'T ANYMORE.
IF WE DO A VOICE VOTE, WE WON'T HAVE THIS BALLOT TO SHOW WHO IS HERE AND WHO VOTED.
SO IF WE WANT THAT DOCUMENTATION, THEN I WOULD SUGGEST ROLL CALL.
YOU ALL DESERVE CREDIT FOR BEING HERE TODAY.
SO WE WILL START UP WITH CONSUMER SEGMENT WITH MARK.
ONTO OUR INDEPENDENT GENERATORS.
YES, THANK YOU, UH, SETH FOR RASHMI.
THANK YOU, STACY, FOR KEITH? YES, THANK YOU.
YES, THANK YOU DIANA FOR DAVID.
MOTION CARRIES UNANIMOUSLY WITH NO ABSTENTIONS,
THAT BEING SAID, WE HAVE NO OTHER BUSINESS BEFORE US.
I DID WANNA SAY THANK YOU TO ERCOT, BECAUSE FOR AGING EYES, THESE TV SCREENS ARE AWESOME HERE.
SO ANYHOW, SO IF YOU WANT BEST VIEW IN THE HOUSE, BECOME LEADERSHIP AND YOU CAN HAVE THESE IN FRONT OF YOU.
SO, ALL RIGHT, OUR NEXT MEETING IS JULY 25TH.
UH, WE WILL SE SEE EVERYONE THEN.