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[1. Antitrust Admonition]
CLIFTON WITH ERCOT.WE'RE GONNA GO AHEAD AND GET STARTED WITH THE OCTOBER 22ND TAC MEETING.
BEFORE WE BEGIN, VERY QUICKLY, I'M GONNA GO THROUGH MEETING REMINDERS IF YOU ARE HERE IN THE ROOM.
AND ON THE WEBEX, WE ARE USING THE CHAT TO QUEUE FOR MOTIONS OR DISCUSSIONS.
IF YOU'RE IN THE MEETING ROOM, YOU CAN ENTER YOURSELF INTO THE CHAT, OR IF YOU WANNA HOLD UP YOUR CARD, ELIZABETH IS OVER IN THE RIGHT HAND CORNER OF THIS ROOM, AND SHE WILL ENTER YOU INTO THE CHAT.
SO, UH, PLEASE WELCOME HER AND, UM, AS WE APPROACH THE VOTING, UM, ON THE BALLOTING PROCESS, IF YOU'RE ON THE WEBEX, PLEASE UNMUTE YOURSELF AS WE APPROACH YOUR SEGMENT.
AND THEN AFTER YOU HAVE CAST YOUR VOTE, RETURN TO THE MUTE FUNCTION SO THAT WE CAN BE A LITTLE MORE EFFICIENT.
PLEASE MAKE SURE IF YOU'RE HERE IN THIS MEETING ROOM TODAY, PHYSICALLY HERE AT THE MET, PLEASE SIGN IN AT THE SIGN IN SHEET OUTSIDE THE MEETING ROOM SO THAT WE CAN CAPTURE THAT YOU ARE HERE IN PERSON IN THE MEETING MINUTES.
AND THEN FINALLY, IF THE WEBEX ENDS FOR ANY REASON, GIVE US JUST A FEW MINUTES AND WE WILL RESTART THE WEBEX.
YOU SHOULD BE ABLE TO USE THE SAME MEETING INFORMATION, AND IF NOT, IF THERE'S A PROBLEM WITH THAT, WE WILL SEND SOMETHING TO THE T LIST.
WITH THAT, CAITLIN, UH, WE ARE READY TO BEGIN WHEN YOU ARE.
BEFORE WE GET STARTED, THE ANTITRUST ADMONITION IS ON THE SCREEN.
TO AVOID RAISING CONCERNS ABOUT ANTITRUST LIABILITY PARTICIPANTS AND OR COT ACTIVITIES SHOULD REFRAIN FROM PROPOSING ANY ACTION OR MEASURE THAT WOULD EXCEED ERCO AUTHORITY UNDER FEDERAL OR STATE LAW.
AND THERE'S MORE INFORMATION ON THE WEBSITE.
THIS IS OUR OCTOBER IN PERSON TAC MEETING.
UM, TWO DAY FOR PROXIES AND ALT REPS IN THE IPM SEGMENT.
SETH FROM VITOL HAS GIVEN HIS PROXY TO IAN HALEY IN THE INDEPENDENT RETAILER SEGMENT.
CHRIS HENDRICKS FROM DEMAND CONTROL TWO HAS GIVEN HIS PROXY TO BUILD BARNS FOR ALT REPS IN THE INDEPENDENT POWER MARKETER SEGMENT.
UH, REMI HAS GIVEN HER ALT REP TO SHANE THOMAS, BOTH WITH SHELL AND IN THE MUNICIPAL SEGMENT.
DAVID KEY HAS GIVEN HIS ALT REP TO DIANA COLEMAN, BOTH WITH CPS.
UM, WE ARE STARTING A LITTLE BIT LATE, BUT THE AGENDA IS KIND OF LIGHT.
I KNOW VARIOUS PEOPLE HAVE LUNCH ORDERS.
THERE, THERE IS INFORMATION IN YOUR EMAIL INBOX IF YOU NEED TO ORDER STILL, BUT I THINK WE'LL SORT OF PLAY IT BY YEAR ON, UH, WORKING LUNCH OR, OR WAITING TILL AFTER THE MEETING, JUST DEPENDING ON, ON HOW QUICKLY OR NOT THE MEETING IS GOING.
UM, RICHARD ROSS TOLD ME THAT THE THEME OF THE MONTH IS HOOK 'EM HORNS.
AND, UH, SO FAR WE DON'T HAVE ANY AGENDA CHANGES.
AND, AND SINCE I DON'T HAVE A THEME OF THE MONTH TO SHARE WITH YOU, I'LL SHARE YOU, UH, WITH YOU SOMETHING ELSE FROM OUR SPP EXPERIENCE.
UM, UH, I HAVE, I'VE BEEN TOLD ONE OF THE WORKING GROUPS THAT BECAUSE OF THE CHAIR OF THE GROUP, THE STAFF REFERS TO IT AS A TRAUMA BOND.
UH, WHEN NEW STAFF JOINS THE MEETINGS AND THEY WORRY ABOUT THE, THEY HAVE THE ANXIETY LEADING UP TO THEIR TREATMENT BECAUSE OFTENTIMES THEY GET CANDID FEEDBACK AND DISCUSSION.
SO, UM, ELIZABETH IS YOUR TRAUMA BOND WITH THE TAC.
UH, I WILL SHARE WITH YOU THAT THAT IS AN UGLY SHIRT,
IT'S A, IT'S A BEAUTIFUL BURNT ORANGE SHIRT.
UM, AND WE, WE ASKED PEOPLE TO PARTICIPATE IN OUR, OUR COLLEGE THEME, AND, AND WE GOT A LOT OF PARTICIPANTS, AND WE MADE IT FUN FOR KEITH.
AND HE'S JUST WEARING THEMED SOCKS.
SO, SO FOR THE REST OF THIS MEETING, WHEN RICHARD'S CARD ISN'T RECOGNIZED, I THINK WE'LL KNOW WHY.
WHAT HAPPENED?
RICHARD'S SUGGESTION WAS THAT WE SAY THE SORT OF COLLEGE TAGLINE WHEN WE VOTE, WHICH, YOU KNOW, COULD MAKE VOTING LONGER, BUT WE'LL SEE.
I DON'T THINK WE HAVE ANY AGENDA CHANGES YET, ANN.
MAYBE SOMEBODY WILL ASK BASED ON SCHEDULE, BUT SEEMS TO BE PRETTY STRAIGHTFORWARD.
[2. Approval of TAC Meeting Minutes (Vote)]
ON OUR AGENDA FIRST.I DON'T THINK WE HAD NO, NO EDITS OR CORRECTIONS.
UM, SO WE ARE LOOKING TO APPROVE THE AUGUST 27TH, UH, MEETING MINUTES AS SUBMITTED.
I THINK WE CAN PUT THIS ON THE COMBO BALLOT.
[3. Meeting Updates]
ONTO OUR MEETING UPDATES.UM, THIS IS JUST WHERE WE ALWAYS PROVIDE AN UPDATE ON THE BOARD AND PUC OPEN MEETINGS
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THAT HAVE HAPPENED SINCE OUR LAST TECH MEETING WHERE REVISION REQUESTS MAY HAVE BEEN CONSIDERED OR APPROVED.THE BOARD APPROVED ALL OUR REVISION REQUESTS FROM JULY AND AUGUST AT THEIR SEPTEMBER MEETING, AND THE PUC WILL BE TAKING UP THOSE REVISION REQUESTS AT THEIR NOVEMBER 6TH OPEN MEETING.
UM, I THINK WE HAD A TOPIC FROM THE BOARD MEETING.
UM, SOMETHING CAUGHT MY INTEREST AT THE BOARD MEETING THAT I WANTED TO BRING UP, AND THAT WAS IN KEITH'S, UH, COMMERCIAL OPERATIONS REPORT.
ON SLIDE SIX, HE SHOWED A BREAKDOWN OF EMERGENCY RESPONSE SERVICE BY RESOURCE TYPE.
AND THE, THE SLIDE SHOWED THAT MORE THAN 50% OF ERS AWARDS ARE NOW BEING, UH, HELD BY, UH, CRYPTO MINING INTERESTS, WHICH WERE DESCRIBED ON THE SLIDE AS, UH, TYPICALLY PRICE SENSITIVE.
AND THAT REALLY CAUGHT MY INTEREST 'CAUSE IT, I GUESS IT SEEMS INCONSISTENT TO ME WITH THE INTENT AND DESIGN OF THE ERS PROGRAM, WHICH WE'VE BEEN WORKING ON SINCE 2007, UH, THAT IT WOULD BE DOMINATED BY PRICE RESPONSIVE LOADS.
AND AS WE'RE STARTING TO HAVE THIS LARGER CONVERSATION IN WMS PARTICULARLY ABOUT THE ROLE OF DEMAND RESPONSE AND INTEGRATING ALL, ALL THE TYPES OF DEMAND RESPONSE THAT WE HAVE INTO OUR MARKET, AND I, I THINK ERCOT STAFF'S WORKING ON A WHITE PAPER ON THAT.
UM, I, I THINK THIS SHOULD BE PART OF THE CONVERSATION AND, AND I'D LIKE TO SEE A, A LARGER DISCUSSION AT WMS ABOUT ERS DESIGN AND WHETHER, UH, ANY CHANGES SHOULD BE CONSIDERED GIVEN THIS NEW DATA THAT, THAT POPPED OUT AT THE BOARD MEETING.
SO THE REQUEST IS TO REFER THIS ISSUE TO WMS? YES, THAT IS MY REQUEST.
THIS IS MONICA BOTCHER SCHRADER, UH, REPRESENTING ENCHANTED ROCK.
I WOULD SUPPORT THIS REFERRAL OF ERS TO WMS, UM, AND WE THINK THAT WMS SHOULD EXAMINE HOW THESE DYNAMICS ARE DIMINISHING, ER S'S EFFECTIVENESS AND RECOMMEND WAYS TO MAINTAIN S'S ABILITY TO DEPLOY INCREMENTAL MEGAWATTS THAT ENHANCE SYSTEM RELIABILITY BEYOND THOSE THAT, UH, VOLUNTARILY RESPOND TO PRICE.
YEAH, I, I, I CERTAINLY SUPPORT REVIEWING THE ERS PROGRAM, BUT I'D LIKE TO JUST POINT OUT THAT I THINK ERCOT IS CONFLATING PRICE RESPONSIVENESS AND THE ERS PROGRAM.
TO BE QUALIFIED IN THE ERS PROGRAM OR TO GET TO GET PAID, YOU HAVE TO HAVE A 95% AVAILABILITY FACTOR, WHICH MEANS THESE ARE IN FACT, NOT PRICE SENSITIVE CRYPTO LOADS.
THEY ARE CRYPTO LOADS, BUT IF THEY ARE AT 95% AVAILABILITY, WHICH MEANS THEY'RE CONSUMING 95% OF THE HOURS IN WHICH THEY ARE REQUIRED TO PROVIDE THE SERVICE, THEN I DON'T THINK YOU CAN ARGUE THAT THAT IS PRICE RESPONSIVE.
DEMAND IS CLEARLY FIRM DEMAND THAT IS WILLING TO CURTAIL, BUT I DON'T THINK YOU CAN CALL IT PRICE RESPONSIVE.
SO, UH, BUT I'M HAPPY THAT WE REVIEW THE PROGRAM.
I THINK THAT'S A GOOD IDEA, BUT I JUST SAY, I THOUGHT THE SLIDES THAT ERCOT GAVE WERE A LITTLE MISLEADING BECAUSE IT'S CLEARLY NOT PRICE SENSITIVE LOAD.
UM, I, I DO THINK THE DISCUSSION THAT THE BOARD HAD WAS, WAS, UH, INTERESTING AND CERTAINLY WARRANTS ADDITIONAL DISCUSSION AMONGST THE STAKEHOLDERS.
UH, ONE THING THAT DID COME UP THERE THAT I THINK IS IMPORTANT FOR US TO ALSO, UH, ASK THAT WE, WE REVIEW IS THE PRE-DEPLOYMENT INCENTIVES AND, AND, UM, ALLOWANCES WITH ERS SINCE, UM, IN THE WAY IT'S STRUCTURED NOW.
I THINK WHEN ERCOT ASKS FOR A DEPLOYMENT, THEY, THEY MAY OR MAY NOT ACTUALLY RECEIVE INCREMENTAL VALUE FOR THAT.
AND I THINK THAT'S, THAT'S SOME OF WHAT WAS TEED UP IN THE PRICE RESPONSIVE DISCUSSION.
KEITH, DID YOU WANNA ADD ANYTHING FOR ERCOT? I, I WANNA KNOW IF NED IS THE NEW CLAYTON ON THIS ISSUE.
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SO MIKE'S NOT WORKING.SO I, UM, I, I, I THINK WHAT OUR INTENT WAS TO BEGIN A DIALOGUE, UM, BY INCLUDING THAT IN THE BOARD, UH, PRESENTATION.
AND CLEARLY, I THINK BASED ON TODAY'S DISCUSSION, WE ARE, WE'RE HEARING THAT TODAY, BUT, BUT DEFINITELY MAKES SENSE TO HAVE THIS, UM, WITH, WITH WMS AND WE DEFINITELY LOOK FORWARD TO ENGAGING, UH, FOLKS ON, ON THAT DIALOGUE GOING FORWARD.
UM, I JUST WANTED TO KNOW THAT SB SIX ALSO REQUIRES THE CREATION OF WHAT I'M DUBBING ERS PLUS UNTIL SOMETHING HAPPENS WITH IT.
SO WHILE A REVIEW IS FINE, I THINK WE SHOULD ALSO WAIT FOR ANY FORMAL RECOMMENDATIONS UNTIL THAT ADDITIONAL SB SIX ERS PRODUCT IS FULLY HASHED OUT.
AGAIN, THIS IS KEITH, UH, FROM ERCOT.
I THINK, UH, I THINK OUR VIEW IS THAT, UH, THERE IS A CORRELATION POTENTIALLY, UM, WITH THE SENATE BILL SIX.
AND SO, UH, HAVING, HAVING THESE DIALOGUES TOGETHER MAKES SENSE, ALTHOUGH I DO REALIZE THERE'S A DESIRE TO MOVE QUICKLY.
BUT I, I ALSO RECOGNIZE THAT YES, SENATE BILL SIX DOES HAVE A PROGRAM, AND IF WE WANNA THINK ABOUT HOLISTICALLY HOW OUR DEMAND RESPONSE PROGRAMS WORK, WE HAVE TO THINK ABOUT HOW THAT PROGRAM WOULD FIT IN IT AS WELL.
YEAH, I WASN'T DISAGREEING WITH THAT, LIKE WE SHOULD REVIEW, BUT ANY RECOMMENDATIONS SHOULD PROBABLY WAIT UNTIL WE SEE WHAT THAT GOES, GOES IN.
SO WE WILL TAKE THIS TO WMS, SEE BLAKE NODDING
ANYTHING ELSE FROM THE SEPTEMBER BOARD OR RECENT OPEN MEETINGS? OKAY.
[4. Review of Revision Request Summary/ERCOT Market Impact Statement/Opinions ]
OUR REVIEW OF REVISION REQUEST SUMMARIES OR CUT MARKET IMPACT STATEMENTS AND OPINIONS.UM, SO WE HAVE EIGHT REVISION REQUESTS FOR TAC CONSIDERATION THIS MONTH.
UM, FOR THE REASONS FOR REVISION, WE HAVE SIX THAT ARE UNDER THE GENERAL SYSTEM PROCESS IMPROVEMENTS.
ONE UNDER THE STRATEGIC PLAN, OBJECTIVE ONE, AND THEN ONE UNDER THE STRATEGIC PLAN.
OBJECTIVE TWO FOR, UM, BUDGETARY IMPACTS O AND M IMPACTS FOR 12 85, 12 94, AND 1299.
AND THEN WE HAVE A LARGER IMPACT FOR SCR 8 31, WHICH IS, UH, 100 TO 200 K-C-F-S-G DID REVIEW ALL OF THE NPR AND DID NOT FIND ANY CREDIT IMPLICATIONS.
ERCOT DOES SUPPORT APPROVAL OF ALL THE REVISION REQUESTS AND HAS PROVIDED POSITIVE, UM, MARKET IMPACT STATEMENTS FOR ALL OF THEM.
AND THEN THE IMM HAS NO OPINION ON THE REVISION REQUESTS EXCEPT FOR NPR 1285, UM, WHICH THEY OPPOSE.
AND I THINK THE IMM WILL SPEAK TO THAT WHEN WE GET TO 1285 IN THE PRS REPORT.
ANY QUESTIONS OR COMMENTS FOR ANN? OKAY, DIANA, LET'S
[5. PRS Report (Vote) ]
GO TO THE PRS REPORT.IS THAT OKAY TO STAY HERE OR, OKAY.
DIANA COLEMAN WITH CPS ENERGY WITH THE OCTOBER PRS UPDATE.
WE HAVE SEVERAL PROPOSED CHANGES FOR YOUR CONSIDERATION THIS MORNING.
WE HAVE THREE FOR YOUR APPROVAL THAT WERE UNOPPOSED WITH NO IMPACT.
1263 COMES TO US FROM WIND ENERGY TRANSMISSION OF TEXAS ON SEPTEMBER 17TH, PRS VOTED UNANIMOUSLY TO RECOMMEND APPROVAL OF 1263 AS AMENDED BY THE SEPTEMBER 9TH MWG COMMENTS.
AND THEN IN OCTOBER, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO ATTACK THE SEPTEMBER 17TH PRS REPORT IN THE SEPTEMBER 25TH IA FOR NPRR 1280.
ON SEPTEMBER 17TH, WE VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS AMENDED BY THE AUGUST 19TH ERCOT COMMENTS.
AND THEN ON OCTOBER 8TH, PRS VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO TAG THE SEPTEMBER 17TH PRS REPORT IN THE APRIL 16TH, 2025 IA.
AND THEN FINALLY, 1293, ALSO COMING TO US FROM ERCOT ON AUGUST 13TH, 2025 PRS VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS SUBMITTED.
WE VOTED UNANIMOUSLY ON SEPTEMBER 17TH TO ENDORSE AND FORWARD TO TAG THE AUGUST 13TH PRS REPORT IN THE JULY 29TH, 2025 IA FOR 1293.
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HERE AND SEE IF WE CAN MAYBE PUT THESE THREE ON THE COMBO BALLOT.SO WE'D BE LOOKING TO RECOMMEND APPROVAL OF NPR 1263 IS RECOMMENDED BY PRS IN THE OCTOBER 8TH PRS REPORT.
RECOMMEND APPROVAL OF 1280 IS RECOMMENDED BY PRS IN THE OCTOBER EIGHT PRS REPORT AND RECOMMEND APPROVAL OF 1293 IS RECOMMENDED BY PRS IN THE, UH, SEPTEMBER 17TH PRS REPORT.
ANYBODY HAVE AN ISSUE WITH PUTTING THESE ON THE COMBO BALLOT? OKAY.
ALL RIGHT, LET'S GO TO THE NEXT SLIDE.
MARK DREYFUS, DID YOU, DID WE GET TO YOU ALREADY? OKAY.
SO THE FIRST ONE WE HAVE IS 1285.
THIS IS COMING FROM TEXAS COMPETITIVE POWER ADVOCATES.
ON AUGUST 13TH, PRS VOTED TO RECOMMEND APPROVAL AS SUBMITTED.
THERE WAS ONE ABSTENTION FROM THE CONSUMER SEGMENT ON SEPTEMBER 17TH, PRS VOTED TO ENDORSE AND FORWARD TO ATTACK THE AUGUST 13TH PRS REPORT AND THE AUGUST 6TH IA.
AND THERE WAS ONE ABSTENTION FROM THE CONSUMER MARKET SEGMENT.
THIS IS COMING TO US FROM ERCOT.
ON DECEMBER, SEPTEMBER 17TH, PRS VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS SUBMITTED.
ON OCTOBER 8TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO ATTACK THIS SEPTEMBER 17TH, 2025 PRS REPORT AS REVISED BY PRS AND THE AUGUST 4TH IA FOR 1294 FOR 1299.
THIS COMES TO US FROM ERCOT ON SEPTEMBER 17TH, PRS VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS AMENDED BY THE SEPTEMBER 16TH, 2025 ERCOT COMMENTS.
AND THEN ON OCTOBER 8TH, PRS VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO ATTACK THE SEPTEMBER 17TH, 2025 PRS REPORT AND THE SEPTEMBER 2ND IA FOR 1299.
AND THEN WE HAVE ONE SYSTEM CHANGE REQUEST 8 31, WHICH COMES TO US ALSO FROM ERCOT.
WE SEE THE IA THERE BETWEEN A HUNDRED, $200,000.
AND THIS ONE ON AUGUST 13TH, PRS VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS SUBMITTED.
ON SEPTEMBER 17TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD ATTACK THE AUGUST 13TH PRS REPORT IN THE JANUARY 15TH, 2025 IA WITH THE RECOMMENDED PRIORITY AND RANK ON THE SCREEN.
SO WE, RK IS REQUESTING THAT WE, WE TABLE THAT AND DO YOU WANNA SPEAK TO THAT OR SOMEBODY ELSE FROM OUR COMP? YEAH, I CAN SPEAK TO IT.
WE FOUND SOME RELATED EXCEL DOCUMENT FORMS THAT NEED TO BE INCORPORATED WITH THE OTHER BINDING DOCUMENTS, AND WE'RE GONNA WORK WITH SMES ON HOW TO DO THAT AND WE'LL FILE COMMENTS TO THE NOVEMBER TECH MEETING.
ANY QUESTIONS OR COMMENTS ON 1294? OKAY.
UH, DO WE HAVE THE IMM WITH US NOW, JEFF OR ANDREW? YEAH, THIS IS JEFF MCDONALD.
WE CAN'T HEAR YOU NOW IF YOU'RE SPEAKING, DO YOU JUST WANT TO, TO GIVE US THE KIND OF HIGH LEVEL OF YOUR OBJECTION ON 1285? SURE, SURE.
I I DIDN'T KNOW YOU WANTED ME TO SPEAK AT THIS POINT.
SO WE HAVE A, WE HAVE AN OBJECTION TO THIS.
UH, GENERALLY ON A PRINCIPLED LEVEL, IT, UM, DOESN'T REALLY IMPROVE COMMITMENT.
WE'VE USED SELF COMMITMENT AS, AS SOMETHING THAT THE GENERATOR, UH, DETERMINES IS COMMERCIALLY VIABLE FOR THEM ON THEIR OWN.
UH, THIS, THIS INCREASES THE FLEXIBILITY THAT A GENERATOR WHO IS IDENTIFIED THROUGH THE REP PROCESS AS BEING NEEDED, UH, AND, AND INCREASES THE FLEXIBILITY THAT THEY HAVE FOR THEIR SETTLEMENT OPTIONS.
AND, UH, WE BELIEVE THAT IN DOING SO, BY INCREASING THE AMOUNT OF FLEXIBILITY YOU HAVE FOR YOUR SETTLEMENT OPTIONS, IT WOULD ACTUALLY DECREASE, UM, THE INCENTIVES FOR SELF-COMMITMENT FOR RESOURCES.
YOU BELIEVE THAT THEY MIGHT BE NEAR THE MARGIN OF BEING NEEDED OR NOT NEEDED.
UM, AND HAVING THE ADDITIONAL OPPORTUNITY ONCE IDENTIFIED IN THE REP PROCESS TO CHOOSE YOUR, UM, SETTLEMENT OPTION, UH, CERTAINLY, UH, IN OUR VIEW DECREASES THE INCENTIVE TO
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TRULY SELF COMMIT, UM, BASED ON YOUR READ, YOU KNOW, GENERATOR'S READ OF MARKET CONDITIONS.AND WE WOULD RATHER SEE LESS WRECKING, UM, AND MORE SELF COMMITMENT.
AND WE THINK THAT THIS WORKS IN THE OPPOSITE DIRECTION OF THAT.
ANY OTHER COMMENTS ON 1285? DO WE NEED A SEPARATE BALLOT ON THIS SEPARATE BALLOT? GO AHEAD, BETH.
YEAH, AND MY QUESTION IS, UH, YOU KNOW, I'LL ASK IT TO YOU, JEFF, BUT THERE MAY BE OTHERS IN THE ROOM THAT CAN HELP ME GET CAUGHT UP ON THIS.
UM, THE, MY OLD MEMORY, WHICH IS FALLIBLE, WAS THAT IT USED TO BE RIGHT BEFORE THE ADJUSTMENT PERIOD WHEN THAT OPT-OUT COULD, COULD OCCUR.
SO THAT MEANT THAT AT SOME POINT IT CHANGED TO TWO HOURS AHEAD AND NOW WE'RE UNDOING THE TWO HOUR AHEAD.
IS THAT, AM I HALLUCINATING OR IS THAT A FAIR ASSESSMENT OF, OF WHAT'S HAPPENING HERE ON THIS ISSUE? SO, SO BETH, I'LL, I WILL TAKE A CRACK AT THAT.
UM, BUT IT REALLY WOULD BE HELPFUL IF SOMEONE ELSE CHIMED IN BECAUSE WE, WE ACTUALLY WRESTLED WITH HOW TO INTERPRET THE CHANGE THAT WAS PUT FORWARD IN, IN, IN EXACTLY THAT CONTEXT.
AND IT WAS NOT TERRIBLY CLEAR, UM, TO US, AND WE HAD THREE PEOPLE WORKING ON IT.
UM, WHAT, WHAT EXACTLY THE CHANGE, YOU KNOW, MEANT, UH, IN TERMS OF MOVING FARTHER AWAY OR CLOSER TO, OR, OR TO PUT IT DIFFERENTLY, PROVIDING MORE TIME OR LESS TIME POST NOTIFICATION OF A, OF A R SELECTION, UH, TO, TO MAKE YOUR SETTLEMENT, UH, SELECTION.
AND SO WHERE WE LANDED WAS, UM, AND AGAIN, THIS WAS AFTER QUITE A BIT OF READING AND, AND CONVERSATION WHERE WE LANDED WAS THIS IS EXPANDING THE TIME WINDOW IN WHICH A UNIT THAT WAS SELECTED BY R WOULD HAVE TO CHOOSE THEIR SETTLEMENT OPTION.
IF THAT'S NOT CORRECT, IT, IT WASN'T CLEAR IN, IN THE RULE.
SO HOPEFULLY SOMEONE WITH MORE CLARITY, UM, COULD PROVIDE THAT CLARITY TO THE REST OF US.
I LOOKED AT BRIAN BECAUSE THIS WAS A-T-C-P-A SPONSORED IT, NPR, IF SOMEBODY CAN COMMENT ON IT, IT, IT DOES EXPAND THE WINDOW FOR OPT OUT, BUT IT ALSO, UM, ALIGNS WITH KIND OF, UM, YOUR, YOUR STARTUP TIME FOR WHEN YOU MIGHT BE SELECTED FOR RUCK AND HOW YOU COULD POTENTIALLY OPT OUT FOR SETTLEMENT TREATMENT.
BECAUSE WE'VE BEEN CAUGHT IN TIMES WHERE WE'VE BEEN TOLD, UM, THAT, THAT WE NEED TO, UH, START UP FOR RUCK AND JUST, THERE ISN'T, THERE ISN'T AN OPPORTUNITY FOR US TO START UP ON OUR OWN AND AVOID BEING SELECTED FOR, FOR RUCK.
AND SO THIS ALIGNS MORE WITH THAT.
AND I SEE A COUPLE IN THE Q EY, EXCUSE ME.
CAN YOU HEAR ME? WE CAN HEAR YOU NOW.
OKAY, WE'LL, WE'LL GO DO, UH, DAVE, AND HOPEFULLY HER AUDIO GETS FIGURED OUT.
CAN YOU HEAR US NOW? YES, YES.
UM, UM, WE WANT TO MAKE IT CLEAR THAT THIS, UH, NPR THE INTENT IS NOT TO EXPAND THE OPT OUT WINDOW BECAUSE WITH THE CURRENTLY HOW THE ARCHIVE OPERATORS, YOU KNOW, HAVING BEEN IN A WAY, THEY ALWAYS WAIT UNTIL THE LAST MINUTE, ACTUALLY, UNTIL THE STARTUP DEADLINE TO ISSUE THE FIRST ROCK INTERVAL.
AND WHICH IT MIGHT MAKES IT IMPOSSIBLE FOR A QUIZ TO OPT OUT MOST OF THE TIME.
AND IF YOU LOOK AT THE, UM, AT LEAST OVER A YEAR OF ROCK MONTHLY REPORTS, YOU'LL SEE THAT OVER 95%, SOMETHING LIKE THAT, AROUND THAT RANCH,
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AND THE PEOPLE JUST COULD NOT OPT OUT.SO THIS IS, YOU KNOW, JUST TO GIVE, GIVE A REASONABLE WINDOW FOR PEOPLE TO BE ABLE TO OPT OUT BECAUSE, AND ALSO IN CONSTELLATION, YOU KNOW, WE HAVE SOME, ALSO SOME, UM, GAS CONTRACTS THAT, UH, YOU, UM, IF WE, UH, CANNOT OPT OUT, IT COSTS A LOT OF, UH, FINANCIAL COMPLEXITIES ON OUR SIDE.
SO THIS IS NOT TO TAKE ADVANTAGE, UH, OF THE RACK AND FIGURE OUT WHICH ONE IS A BETTER OPTION.
THIS IS JUST TO, UM, HELP, UM, UH, ALLEVIATE A LITTLE BIT OF THE COMPLEXITY THAN THE CURRENT REC INSTRUCTION, UM, AND GIVE OUR DATA OPERATIONS.
AND ALSO, I DO AGREE, YOU KNOW, JUST LIKE, UM, RYAN SAID, YOU KNOW, UH, UM, WE, UH, YOU KNOW, HE, HE AND I, I AGREE WITH HIM.
SO BASICALLY WHAT I SAID, JUST, UM, JUST, UM, TO, UM, YOU KNOW, AGREE THAT, UM, THIS IS, UM, CAUSING US PROBLEM, THEN, UM, YOU KNOW, WE TRY, UH, WE TRY TO FIGURE OUT A WAY TO BEN, UH, BENEFIT OUR POSITION MORE.
SORRY, DAVE, I ACTUALLY SKIPPED YOU.
OH, NO PROBLEM AT ALL, CAITLIN.
I, I GUESS THAT, I THINK YE AND BRIAN LARGELY SPOKE TO IT.
I GUESS I DID WANNA PROVIDE ONE CLARIFICATION GOING BACK TO BETH'S QUESTION, BUT IT'S A LITTLE BIT DIFFERENT THAN THAT.
SO BEFORE WE HAD THE NPRR THAT ADDED THIS LEAD TIME PLUS TWO HOURS, THE ABILITY TO OPT OUT WAS ACTUALLY A FUNCTION OF TELEMETRY.
SO YOU COULD ACTUALLY WAIT ALL THE WAY UNTIL THE SECOND, BEFORE THE FIRST SC RUN OF YOUR RUCK COMMITMENT.
SO THERE WAS QUITE A BIT OF FLEXIBILITY.
IT WAS ACTUALLY WENT BEYOND JUST THE END OF THE ADJUSTMENT PERIOD BECAUSE WE WERE USING TELEMETRY TO MAKE THAT DECISION.
WHAT THE PREVIOUS PRR DID WAS MAKE IT A FUNCTION OF LEAD TIME, BUT IT WAS ADDING THIS LEAD TIME PLUS TWO HOURS.
WHAT THIS NPRR DOES IS GETS RID OF THAT TWO HOURS.
SO IT IS A, IT ADDS SOME TIME.
UH, THERE IS NOW IT DOESN'T HAVE THAT EXTRA TWO HOURS ADDED TO IT ANYMORE SHOULD THIS NPR MOVE FORWARD.
BUT JUST WANTED TO MAKE SURE IT'S CLEAR THAT IT'S NOT A REVERSION BACK TO WHAT WE HAD PREVIOUSLY.
SO HOPEFULLY THAT HELPS, BUT HAPPY TO ANSWER ANY QUESTIONS.
YEAH, SO I JUST WANTED TO ECHO COMMENTS THAT OTHER PEOPLE MADE, WHICH IS, YOU KNOW, UH, I REPRESENT A RESOURCE, UH, UH, STEAM THERMAL RESOURCE, AND WE'VE NEVER BEEN ABLE TO OPT OUT.
UH, WE'VE TRIED MANY TIMES, AND UNDER THE CURRENT TIMELINE, THAT'S JUST NOT FEASIBLE.
SO I THINK THIS IS JUST ACTUALLY CREATING THE ABILITY TO OPT OUT FOR, FOR PEOPLE.
IF, IF ERCOT IS CONSISTENTLY ROCKING UNITS ONE HOUR PRIOR TO THE BEGINNING OF THEIR START TIME OR THEIR COLD START TIME, THERE'S NO ABILITY TO OPT OUT.
AND I THINK THAT JUST GOES AGAINST THE, THE LONGSTANDING OPTION OF OPTING OUT, UH, THAT THAT'S BEEN PRESENT IN THE PAST.
I THINK IT'S A REASONABLE, UH, REASONABLE POINT TO, TO START AT, UH, WE SUPPORT, UH, 1285 AS AS RECOMMENDED IN THE PRS REPORT.
AND SO I WOULD LIKE TO MAKE A MOTION FOR APPROVAL.
DO WE HAVE A SECOND? IF I'M NEXT IN THE QUEUE, THEN I'LL SECOND.
WILL WE HAVE A MOTION ON THE TABLE? SO WE NEED A SECOND? SO YOU'RE SECONDING.
SO MO MOTION AND SECOND, UH, BLAKE AND NED, AND THEN NED IS NEXT IN THE QUEUE.
UH, I'M NOT GONNA SAY ANYTHING BETTER THAN ANYONE ELSE HAS ALREADY SAID, BUT, UH, AGREE.
IKA, I WAS GONNA ASK JEFF TO APPOINT ON AGAIN AFTER HE HEARD WHAT PEOPLE SAID, THEY WANNA OPT OUT, BUT THEY CANNOT, IT'S NOT A GOOD THING, SO THEY CAN MAKE INFORMED DECISION OR NOT.
JEFF, DID YOU HEAR THE QUESTION? I DID.
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SO IF, IF, IF THERE'S A LONGSTANDING, UM, EXPECTATION THAT THERE'S AN OPTION TO OPT IN OR OPT OUT, UM, THEN, YOU KNOW, I BELIEVE THAT THE, THE TIMING OF THE R EXECUTION, NOT THE EXECUTION OF THE RUCK ITSELF, BUT THE, THE, YOU KNOW, WHEN THE OPERATORS, UH, RELEASE THE COMMITMENT DECISION TO THE RESOURCES, EVERYONE SHOULD HAVE AN OPPORTUNITY FOR THAT.MY MY POINT IS, AND, AND, AND IF THERE ARE SOME CORNER CASES WHERE THAT DOESN'T HAPPEN, THAT SHOULD BE ADDRESSED, IF THIS ADDRESSES THAT, THEN I UNDERSTAND THAT MY, MY ARGUMENT IS MAYBE MORE OF A PRINCIPLED ARGUMENT, UM, YOU KNOW, SAVING FOR THE CORNER CASES THAT HAVE BEEN DESCRIBED.
BUT, BUT THE, THE MORE OPTIONALITY YOU PROVIDE TO ERUPT RESOURCE, THE LESS LIKELY A RESOURCES TO CHOOSE TO SELF COMMIT.
UM, AND WOULD RATHER HAVE THE OPTIONALITY IF THEY HA, IF THEY HAVE A SENSE OF THE PROBABILITY OF BEING RUT, HAVE THE OPTIONALITY TO CHOOSE SOME, SOME SENSE OF UPLIFT OR COMMITMENT COSTS OR NOT.
AND SO THAT IS INHERENTLY GOING TO INCREASE THE EXTENT OF RUCKING AS OPPOSED TO DECREASING.
AND I KNOW THAT THE EXTENT OF RUCKING HAS BEEN AN ISSUE IN ERCOT IN THE PAST, I DON'T BELIEVE IT IS CURRENTLY.
BUT SO, SO OUR OBJECTION IS, UM, AND AGAIN, SETTING ASIDE THE CO CASES WHERE THERE JUST SIMPLY ISN'T TIME TO CHOOSE, AND, AND IF THERE IS A CONVENTION THAT THAT CHOICE HAS TO BE MADE AVAILABLE, THEN THAT, THAT SHOULD BE A PRIORITY.
BUT INCREASING THE ABILITY TO CHOOSE YOUR SETTLEMENT OPTION, CERTAINLY, UM, IS NOT RUCK DECREASING OVER TIME AND PROBABLY IS RUCK INCREASING.
SO THAT'S, UM, THAT'S MY COMMENTING.
UM, UM, THANKS, UH, JEFF, UH, UM, FOR YOUR COMMENT, UM, I, I DON'T THINK, UH, WHAT WE ARE PRO PROPOSING HERE IS AGAINST THE, THE PRINCIPLE, UM, OF, UH, UM, UM, MAKING SURE THE MARKET IS AND OPERATED EFFICIENTLY AND, UH, UM, UH, EFFECTIVELY.
BUT, YOU KNOW, THE, THE THINGS, YOU KNOW, THE CURRENT SITUATIONS IN THE QUIZ WITH ALL THESE OLD UNITS THAT HAVE BEEN WRECKED, YOU KNOW, WE, UH, HAVE NO OPTION.
YOU KNOW, UH, IT'S NOT LIKE WE HAVE SEVERAL, SEVERAL OPTIONS THERE.
AND THAT, YOU KNOW, WE ARE TRYING TO BETTER THOSE OPTIONS.
SO, AND THE SECOND, YOU KNOW, UH, NOT ONLY THAT, NOT ONLY WE DON'T HAVE OPTION TO OPT OUT, YOU KNOW, SINCE ALL THESE UNITS, ALL THE UNITS, YOU KNOW, THEY TEND TO HAVE LONG LIKE, UH, MINIMUM LIKE ONLINE TIME, YOU KNOW, MINIMUM OFFLINE TIME.
AND ALSO
SO, AND, UM, AND ALSO THOSE LONG, UH, LONG MEAN, UM, AND, UH, LIKE ONLINE OFFLINE TIME SOMETIMES MAKE US IMPOSSIBLE TO SELF COMMIT AT ALL BECAUSE ERICA KEEP WORKING US, YOU KNOW, EVERY OTHER DAY OR SOMETHING LIKE THAT.
SO BASICALLY WE, YOU KNOW, OUR UNITS BECOME S UNITS, YOU KNOW, LET'S PUT IT THAT WAY.
SO THIS IS JUST THIS ACTUAL JOB.
JUST GIVE US SOME MINIMAL CAPABILITIES SO WE CAN OPT OUT SOMETIMES.
I, EXCUSE ME, I, I APPRECIATE THE, UM, THE QUESTION AND DISCUSSION AROUND THIS ISSUE, UH, PARTICULARLY, UH, DAVE MAGGIO, I APPRECIATE YOUR INSIGHT INTO KIND OF THE TIMELINE AND HOW THINGS HAVE CHANGED.
JEFF, I AL ALWAYS APPRECIATE YOUR PERSPECTIVE ON THESE ISSUES.
UM, I, I'VE HEARD WHAT I NEED TO HEAR AND I INTEND TO VOTE FOR THE MOTION.
OKAY, BRIAN, LET'S GO HAND WAVE.
ANY OTHER DISCUSSION ON THE MOTION? ALL RIGHT, GO AHEAD, COREY.
ON THE MOTION TO RECOMMEND APPROVAL OF 1285
[00:35:01]
AS RECOMMENDED BY PRS, WE WILL BEGIN UP WITH THE CONSUMERS, WITH MARK DREYFUSS.I JUST THINK WE HAVE MR. FEHRENBACH WITH THE SHOT.
WELL, SINCE, SINCE GARRETT STARTED IT, I VOTE YES.
ONTO OUR INDEPENDENT GENERATORS, BOB HILTON.
I'M A MARILYN TERRAPIN, SO I MOVED SLOW.
AND, UH, I DON'T REMEMBER WHAT THE UNT THING IS, BUT EAGLES, SOMETHING ABOUT THE EAGLES
SECOND BEARS ONTO OUR I REPS BILL.
ALRIGHT, I'VE BEEN ASKED A FEW TIMES.
THIS IS A COLORADO SCHOOL OF MINES FOOTBALL JERSEY FOR MY SON WHO GOT HIS FIRST START AT RUNNING BACK ON SATURDAY RUSH FOR 119 YARDS IN THE FIRST QUARTER.
FIRST QUARTER ENDED UP WITH OVER 200 YARDS.
THEY PULLED HIM IN A THIRD UH, QUARTER.
HE PROBABLY WOULD'VE SET THE FIELD RECORD.
UM, SO SUPER PROUD OF THE KID.
APPRECIATE YOU JENNIFER, ALSO.
YES, AND I'M A BATTLING BISHOP, SO SUPER FUN THERE.
KEITH? YES, AND I'M A PROUD NEW MEXICO STATE AGGIE.
AND MY, MY CHECKBOOK AND MY HEART GOES TO OU AT THE MOMENT WITH MY DAUGHTER
85 ONTO OUR MUNIS RUSSELL? YES.
AND THEN DIANA FOR DAVID? YES.
MOTION CARRIES UNOPPOSED TO ABSTENTIONS.
IT'S A DISPROPORTIONATE NUMBER OF AGGIES HERE.
DO WE HAVE COMMENTS ON ANY OF THE OTHER M ON THIS PAGE? WE WOULD BE LOOKING TO TABLE NPR 1294.
UM, RECOMMEND APPROVAL OF NPR 1299 IS RECOMMENDED BY PRS IN THE OCTOBER 8TH PRS REPORT AND RECOMMEND APPROVAL OF SCR 8 31 AS RECOMMENDED BY PRS IN THE NINE 17 PRS REPORT.
CAN WE PUT THOSE ON THE COMBO OR ANY, ANY QUESTIONS, COMMENTS? OKAY, LET'S PUT 'EM ON THE COMBO, COREY, SO WE CAN MOVE ON
[6. Revision Requests Tabled at TAC (Possible Vote) ]
TO REVISION REQUEST.AND DID WE WANNA TOUCH ON THE, THIS IS A QUESTION I SHOULD HAVE ASKED ANN BEFORE.
WE HAD A COUPLE OF REJECTIONS AT PRS TOO.
I DON'T KNOW IF WE WANT TO GIVE NOTICE ON THOSE.
YEAH, WE CAN JUST SAY, UH, NPR 1297 AND SCR 8 33 WERE REJECTED AT PRS.
UM, JUST GIVE NOTICE OF THOSE.
AND THEN I SKIPPED OUR NEW MONTHLY EDITION, UM, WHICH I REQUESTED AT OUR TECH MEETINGS.
SO TROY IS HERE WITH THE PRIORITIZATION UPDATE.
NOPE, I WAS JUST GONNA SKIP IT.
I'M TROY ANDERSON WITH ERCOT PORTFOLIO MANAGEMENT HERE TO HAVE A RECURRING DISCUSSION ON PRIORITIZATION.
SO AS YOU RECALL, WE HAD A WORKSHOP ON THE 25TH OF AUGUST,
[00:40:01]
AND THIS SLIDE'S A REPEAT YOU'VE SEEN BEFORE.JUST A REMINDER OF WHAT THE CATEGORIES ARE THAT WE WENT THROUGH ALL THAT WE ASSIGNED ALL THE ITEMS THAT WERE AGING ON THE REVISION REQUEST LIST.
SO TODAY I'D LIKE TO KINDA HAVE THIS BE MORE OF A EDUCATION SESSION.
I'LL BE BACK AT AT FUTURE TAX TO TALK MORE DETAILS ABOUT WHAT'S GOING ON IN TERMS OF TIMELINES.
BUT I'LL JUMP AHEAD THEN COME BACK HERE.
SO I'VE COME UP WITH THIS LIKE MULTICOLOR GRAPHIC TO TRY TO SHOW WHAT ALL THE ITEMS ARE OUT THERE, WHAT THE COST RANGES ARE, WHERE THE PLANNING AND EXECUTION OF EACH MIGHT TAKE PLACE.
AND SO THE WAY IT KINDA WORKS IS THE MORE RED SOMETHING IS, THE HIGHER THE COST.
SO IF, IF YOU SEE SOMETHING WITH THE RED THAT'S GREATER THAN A MILLION, THE PINK PORTION LEADING INTO THE RED WOULD BE THE PLANNING.
AND THE RED PORTION WOULD BE THE EXECUTION PHASE.
THE REASON I'M DOING THAT IS THAT WE CAN GET MORE THINGS IN THE QUEUE IF WE KINDA STAGGER PLANNING AND EXECUTION PHASES.
WE DON'T WANT TOO MANY THINGS IN THE CODE WRITING PART OF THE, THE PROJECT AT THE SAME TIME.
BUT WE CAN GET OTHER THINGS INTO PLANNING WHILE WE'RE WRITING CODE ON OTHER ITEMS. SO THAT'S THE LOGIC THERE.
THE THINGS THAT ARE MORE PINK, THAT'S HALF A MILLION TO A MILLION.
THE T IS 500 K TO A HUNDRED K AND THE BLUE OR THE SMALL ONES.
SO WHAT YOU SEE HERE ACCOUNTS FOR ALL THE ITEMS DEEMED HIGH AT THE PRIORITIZATION DISCUSSION.
I BASICALLY THREW THEM ALL IN WITH THE DESIRE TO START THEM RIGHT AWAY.
AND NOW WE'RE STARTING TO KINDA SPREAD OUT WHAT CAN FEASIBLY TAKE PLACE.
UM, SOME OTHER POINTS HERE, THINGS IN GREEN ARE PROJECTS IN FLIGHT.
IMPORTANT ONE OF COURSE IS RTC PLUS B STABILIZATION.
THAT'LL BE GOING ON IN THE EARLY MONTHS OF 2026 AND WILL CLEARLY BE A PRIORITY.
UH, THE YELLOW ITEMS ARE THINGS THAT ARE TO BE DETERMINED IN TERMS OF COST AND DURATION, MEANING THEY DON'T HAVE IAS YET.
SO THINGS AROUND SENATE BILL SIX THAT ARE YET TO BE PLACED INTO THE STAKEHOLDER PROCESS.
UM, FIRMING MAJOR UPGRADES LIKE EMS UPGRADE, MMS, UPGRADE, ALL THOSE ARE VERY MUCH TBD, BUT WE KNOW THEY'LL BE TAKING PLACE SOMETIME IN THE TIMEFRAMES THAT I'M INDICATING HERE.
THEN THE GRAY BOXES ARE WHAT I'M CALLING PRE-WORK.
THAT'S, UH, WRITING REVISION REQUESTS, THAT'S, UH, STAKEHOLDER PROCESS DURATIONS, ALL THE THINGS THAT LEAD UP BEFORE A PROJECT ACTUALLY STARTS.
SO WITH THOSE, I'VE WORKED WITH THE INTERNAL FOLKS TO TRY TO BALLPARK, YOU KNOW, WHEN DO WE THINK THAT CERTAIN THINGS MIGHT ACTUALLY BE AVAILABLE TO START AS A PROJECT.
AND THEN EVERYTHING LEADING UP TO THAT IS PRE-WORK.
AN EXAMPLE IS DRRS, THE SECOND LINE UP THERE FOR AN MMS. UM, WE KNOW WE HAVE 1235 OUT THERE, A REPLACEMENT REVISION REQUEST.
I BELIEVE WE'RE GONNA POST BY THE END OF THIS MONTH.
AND THEN THE PRE-WORK IS THE TIME THROUGH THE STAKEHOLDER PROCESS.
SO OUR THOUGHT IS THE EARLIEST IT COULD START IS JULY OF NEXT YEAR.
AND OF COURSE THAT CAN MOVE DEPENDING ON HOW, WHAT SPEED IT TAKES THROUGH THE STAKEHOLDER PROCESS.
THAT SAID, NOW I CAN GET INTO SOME OF THE DETAILS HERE.
THERE WAS A FIRST DRAFT AT THE SEPTEMBER PRS, THIS IS FROM OCTOBER.
AND THERE'S A FULL SPREADSHEET POSTED TO THE OCTOBER 8TH PRS MEETING PAGE.
SO YOU'LL SEE THINGS BEYOND THIS.
I JUST KINDA CLIPPED OUT M-M-S-E-M-S AND SETTLEMENTS SINCE THEY'RE THE AREAS OF HIGHEST DEMAND.
UM, ALSO HAVE SWIM LANES FOR REPORTING AND CRR AND NETWORK MODELING AND THINGS LIKE THAT.
SO YOU CAN SEE ALL THOSE AS WELL.
RIO, OF COURSE, AN IMPORTANT THING THAT'S, UH, EMERGED FROM ALL THE DISCUSSIONS AND THAT, THAT WE'RE ACTUALLY GETTING INTO THE QUEUE.
YOU SEE THOSE AS THE THIRD ROW OF MMS. UM, THOSE RELATE TO CONTROLLABLE LOAD RESOURCE IMPROVEMENTS.
WE GOT APPROVAL TO START A PROJECT YESTERDAY, SO WE'RE HOPING TO KICK OFF THE PROJECT IN DECEMBER AFTER RTC GO LIVE.
AND OF COURSE, EARLY STAGES OF A PROJECT ARE VERY ADMINISTRATIVE.
IT'S NOT LIKE WE'RE GONNA BE PULLING ALL THE SMES RIGHT AWAY, BUT THE HOPE IS THAT EARLY NEXT YEAR WE CAN HIT THE GROUND RUNNING WITH THE CLR IMPROVEMENTS WORK.
THAT'LL ALL BE DEPENDENT THOUGH ON, UH, CAPACITY FROM RTC PLUS B STABILIZATION BEING AVAILABLE.
SO THAT'S THE FIRST BIG THING TO KINDA COME OUT OF THE QUEUE AND GET TARGETED FOR A START.
ANOTHER THING GOING ON IS WE'VE GOT A LOT OF FOLKS WHO HAVE REACHED OUT ABOUT NPRR 1238 LARGE LOAD TYPE THINGS.
UM, WE HAVE AN INTERNAL ERCOT PROJECT.
WE'RE CALLING LARGE LOAD CURTAILMENT MANAGER.
AND WHERE YOU SEE THAT IS IN THE PINK IN THE MIDDLE OF THE EMS GROUP.
[00:45:01]
THE YELLOW RIGHT ABOVE THE RIGHT ABOVE 1238.SO THAT ONE IS COMING OUTTA SENATE BILL SIX, BUT IT'S SOMETHING THAT WE THINK WE CAN GET STARTED EARLY AS AN ERCOT PROJECT.
WE SUSPECT MAYBE 1238 HAS A CONNECTION THERE.
WE'RE STILL WORKING ON THAT AND WE JUST ASK FOLKS THAT ARE INTERESTED IN 1238 TO GIVE US A FEW MORE WEEKS BEFORE WE CAN COMMUNICATE MORE ABOUT WHAT THE PLAN IS FOR THAT.
TROY, CAN YOU GO BACK TO THE OTHER ONE? YEP.
ON THE DRS, IS THIS BASED ON THE PRIOR NPRR, SINCE ERCOT STILL DID NOT FILE THE NEW NPRR AND IMPACT ANALYSIS? IT IS.
SO YOU ARE THINKING YOU WILL IMPLEMENT IT ONCE THE NPR IS APPROVED WITHIN A YEAR.
IT'S GONNA CHANGE A LITTLE BIT.
UM, I'VE GOT SOME INSIDE INFORMATION THAT IA ISN'T A LOT DIFFERENT THAN THE ORIGINAL, BUT CERTAINLY THE GRAPHIC IS BASED ON THE OLD 1235 IA.
AND THERE A NEW IA WILL BE POSTED WHEN WE GET THE NEW, UM, REVISION REQUEST POSTED.
BILL, DID YOU WANNA ASK YOUR QUESTION? YEAH, SINCE THE THE TOPIC CAME UP, I'M CURIOUS, DO WE HAVE AN UPDATE ON THE, THE ACTUAL NPRR ITSELF OR DRS? SO I, I KNOW TROY SAID THIS MONTH.
BUT, BUT I, I'M FAIRLY CONFIDENT NEXT MONTH SOUNDS ABOUT RIGHT.
AT SOME POINT IT COULD BE THE END OF THE MONTH COULD BE THE BEGINNING OF THE MONTH.
BUT NEXT MONTH SEEMS REASONABLE.
THANKSGIVING SURPRISE,
IS THIS LIKE PRE-WORK ON WHAT WILL EVENTUALLY BE COMING, UH, AFTER A COMMISSION RULES ADOPTED AND AN NPR IS FILED? OR CAN YOU EXPLAIN A LITTLE BIT MORE ABOUT WHAT THAT'S, WHAT THAT'S GOING TO DO? I PROBABLY SHOULDN'T GO TOO FAR OUT ON A LIMB HERE.
ARE THERE ERCOT FOLKS ON THE CALL THAT COULD COMMENT PERHAPS TIKA OR SOMEONE I SEE TIKA GO AHEAD FIRST TO CONFIRM.
SO BILL, TO ANSWER YOUR QUESTION DIRECTLY, THIS PARTICULAR PROJECT IS INTENDING TO, UH, PUT IN PLACE A APPLICATION, A SOFTWARE THAT WILL ALLOW US TO, UM, ONCE THE RULES ARE WRITTEN, UH, SEND OUT INSTRUCTIONS BASED OFF OF UH, WHEN THE TRIGGER CONDITIONS FROM THE RULES ARE MET.
SO THIS IS MORE OF, UH, HOW DO WE INTERACT, HOW DO WE, UH, WHAT DATA WOULD WE NEED TO MO TO MONITOR AND SEND IT DEPLOYMENT OR CURTAILMENT INSTRUCTIONS TO, UH, SO, SO WE ARE THINKING AT LEAST, UH, BY STARTING TO PUT THIS PROJECT OUT, UH, IN FRONT OF YOU ALL, WE ARE STARTING TO AT LEAST PREEMPTIVELY START THINK ABOUT THE TOOLS WE WILL NEED AS THE RULES GET DEFINED SO THAT WE CAN BE QUICKLY READY ONCE THE THE RULES DO, UH, ONCE THE RULES ARE ADOPTED, CUR CURTAILMENT INSTRUCTIONS TO A LARGE LOAD.
HOW WOULD THOSE CURTAILMENT INSTRUCTIONS LOOK? WE LIKE AN XML OR, THAT'S EXACTLY THE TYPE OF QUESTIONS WE ARE TRYING TO THINK THROUGH RIGHT NOW.
UH, IS, UH, UH, IT FEE TO US THIS PARTICULAR TOOLS HAS A FLAVOR OF, UH, THE, THE ANCILLARY SERVICE DEPLOYMENT MANAGER, IF YOU'RE FAMILIAR.
AND, AND, UH, SO A PORTION OF OUR CONVERSATIONS HAS BEEN, HEY, IF WE HAVE TO SEND, UH, A DEPLOYMENT START TIME, DEPLOYMENT END TIME, HOW MANY MEGAWATTS, WHICH IS KIND OF THE TYPE OF FLAVOR OF INFORMATION WE WOULD NEED TO SEND FOR LARGE LOAD CURTAILMENTS, THEN IT LOOKS MORE LIKE AN XML INSTRUCTION.
IS THIS SPECIFIC TO THE LARGE LOAD DEMAND REDUCTION PROGRAM IN SENATE BILL 6 39, 1 70 B? I THINK, NO, RIGHT NOW.
NOW WE ARE THINKING MORE BROADLY, THIS IS WHY YOU ARE HEARING TROY MENTION ABOUT 1238 ALSO.
'CAUSE WE WANT TO EVENTUALLY WE SEE A FEW DIFFERENT AREAS WHERE WE ARE SEEING THE NEED, UH, TO SEND CURTAILMENT INSTRUCTIONS TO LARGE LOAD.
SO WE WANT TO CREATE A ONE-STOP SHOP, ESSENTIALLY A UNIFIED SOFTWARE THAT THE CONTROL ROOM CAN USE TO MAKE THOSE TYPE OF DECISIONS AND ACT ON THEM.
WOULDN'T MIND SOME MORE INFORMATION ON THIS AT A FUTURE MEETING? JUST CURIOUS.
YEAH, I, I APPRECIATE YOUR INPUT.
I, I, I THINK YOU GUYS ARE THINKING ABOUT THE RIGHT THING.
IT WE'RE SOME KIND OF SYSTEMIC, UM, UH, SYSTEM, SOME KIND OF SYSTEM IS GOING TO HAVE TO EXIST.
AND I'M GLAD YOU'RE THINKING ABOUT IT AND,
[00:50:01]
AND LOOK FORWARD TO ONGOING DISCUSSIONS ABOUT KIND OF WHAT'S IN THERE AND HOW, YOU KNOW, KIND OF THE MECHANICS OF HOW IT WORKS.UM, BUT ABSOLUTELY, I, I CERTAINLY ANTICIPATE THE NEED FOR IT AND AM HAPPY TO HEAR THAT YOU GUYS ARE WORKING ON IT.
WELL, I HAD SOME OF THE SAME QUESTIONS, BUT, UM, IT IS PERHAPS A SEGUE.
THERE'S ALSO SOME LINES WHERE YOU HAVE THE, THE SENATE BILL SIX SPECIFIC LINE ITEMS THAT YOU'D, YOU'D MENTIONED TROY, HOW, HOW DOES THAT DIFFER FROM THE CURTAILMENT MANAGER WHERE, I UNDERSTAND THERE'S SOME OVERLAP THERE, BUT THERE'S, I KNOW THERE'S A NUMBER OF DIFFERENT POLICY TRACKS UNDERNEATH SENATE BILL SIX.
SO I WAS WONDERING IF, IF YOU HAD SOME COLOR BETWEEN THE LINES.
YEAH, I, I DON'T ANY MORE THAN THE, THE THINGS THAT HAVE BEEN CALLED OUT SEPARATELY OTHER THAN THAT I, I'VE BEEN TOLD THE SAME THAT THERE'S MULTIPLE TRACKS HERE AND I JUST NEED TO ACCOUNT FOR THE FACT THAT FUTURE WORK WILL BE TAKING PLACE AS WE PULL INDIVIDUAL ITEMS OUT.
THEY'LL GET NAMED AND UH, THAT'S KINDA THAT LEAVING THE SENATE BILL SIX ROW THERE FOR THE FUTURE ITEMS THAT'LL BE ULTIMATELY NAMED SPECIFICALLY.
BRIAN, WHICH ITEM WAS YOUR QUESTION ABOUT? OH, MY QUESTION IS ABOUT, OR MY, IT'S A COMMENT ABOUT, UM, THE LARGE LOAD CURTAILMENT ASPECT OF THIS.
UH, JUST A REMINDER THAT, YOU KNOW, SB SIX IS EFFECTIVE NOW AND THERE ARE REQUIREMENTS IN SB SIX THAT WHEN ERCOT, UH, HAS A CURTAILMENT THAT PRICES ARE SUPPOSED TO BE ADJUSTED FOR IT.
SO JUST ALIGNING THE EFFECTIVE DATE WITH WHATEVER THIS NPR TURNS INTO, UM, WITH THE ALREADY EXISTING MANDATE TO CORRECT PRICES IS SUPER IMPORTANT.
YEAH, I'M A LITTLE CONCERNED ABOUT THE USE OF THE WORD LARGE LOAD SHED BEHIND 1238.
AS A REMINDER, 1238 WAS DONE TO GUARANTEE THAT THOSE LOADS WERE OFFLINE PRIOR TO A FIRM LOAD SHED EVENT RELATED TO THE LOAD SHED TABLES.
THE INTENT BEHIND 1238 IS TO EXCLUDE PRICE SENSITIVE LOADS THAT HAVE ALREADY CURTAILED FROM BEING PART OF THE CURTAILMENT.
SO I THINK WE WANT TO BE REAL CAREFUL ABOUT HOW WE THINK ABOUT THAT BECAUSE IF 12 8 38 WORKS AS EXPECTED, THE OPERATORS WILL HAVE A BUTTON TO PUSH.
BUT IF THEY PUSH THAT BUTTON, ABSOLUTELY NOTHING SHOULD HAPPEN BECAUSE THESE LOADS PRIMARILY WANTED TO SHED SERVICE AT $150 A MEGAWATT HOUR.
AND ASSUMING WE DO ANYTHING RATIONAL PRICES SHOULD BE WELL ABOVE $150 BEFORE WE GET THE FIRM LOAD SHED.
SO SENATE BILL SIX IS ABSOLUTELY APPROPRIATE.
1238 IS IMPORTANT, BUT THEY ARE TWO DIFFERENT ISSUES.
ONE IS THE LOAD WANTS TO COME OFFLINE VERY EARLY, THE OTHER IS THE LOAD IS STAYING ON FOR A LONG TIME, IS EXPECTED TO BE THERE WHEN THEY GO TO PUSH THE LOAD SHED BUTTON.
UM, AND IF I DID A BAD JOB THERE OF SHORTHAND NAMING, I CAN WORK ON THAT AND, UH, I THINK WE'LL HAVE MUCH MORE TO REPORT ON 1238, HOPEFULLY AS EARLY AS THE NOVEMBER PRS.
A COUPLE OTHER COMMENTS QUICK BEFORE I WRAP IT UP.
UM, BACK TO THE LARGE LOAD CURTAILMENT MANAGER THAT'S IN THE, THAT'S IN THE PRE-PRO STAGE AT ERCOT.
STILL WE'RE DEFINING WHAT WE THINK IT WOULD BE.
WE DO IAS ON INTERNAL PROJECTS JUST LIKE WE DO NPR R SO THAT'S ALL GOING ON RIGHT NOW.
AND YOU'LL SEE IN THE GRAPHIC THAT SOME OF THE SMALLER PROJECTS I'VE SHIFTED INTO 27 TEMPORARILY, LIKE 1290, PHASE TWO AND 1198, WE KNOW THERE'S A STRONG DESIRE FOR THOSE.
WE'RE TRYING TO FIGURE OUT THE BIG PROJECTS FIRST AND THEN WE CAN SEE WHERE WE CAN FIT SOME OF THE SMALLER ONES IN.
SO THAT'S, THAT'S THE LOGIC THERE.
THIS WILL BE AN ONGOING PROJECT OVER A FEW MONTHS TO GET THIS ALL LAID OUT.
IT'S NOT A COMMITMENT ON DAYS ON DATES YET.
AND A COUPLE OTHER POINTS, UH, THE IA DATA IS WHAT HELPS US DETERMINE WHAT WE CAN DO.
'CAUSE IT HAS ALL THE RESOURCE HOURS IN IT.
UH, THE GRAPH YOU SEE HERE ON THE RIGHT, WHERE THE COUNTS OF ITEMS BY PRIORITY LEADING INTO THAT PRIORITIZATION DISCUSSION.
I'LL BE UPDATING THIS OVER TIME SO WE CAN SEE AS
[00:55:01]
THINGS GET INTO PROGRESS, THEY'LL DROP OFF THE LIST.AND FOR EXAMPLE, A COUPLE OF THE MEDIUMS OR GERS THAT YOU'RE GONNA HEAR ABOUT LATER AT AT TAC THAT ARE ALREADY UNDERWAY, UH, WITH AN O AND M EFFORT.
SO SOME OF THOSE THINGS ARE ALREADY TAKING PLACE.
UM, SOME OF THESE SYSTEMS HAVE DEDICATED DEVELOPMENT QUEUES LIKE RIO AND CRR, SO THEY DON'T REALLY COMPETE WITH THE OTHER SYSTEM AREAS.
THEY'RE ON THE SPREADSHEET THAT'S POSTED TO THE PRS MEETING.
AND YOU CAN SEE WHAT OUR PLANS ARE DEVELOPING THERE.
AND LAST BUT NOT LEAST, I'VE BEEN WORKING ON THIS GRAPHIC FOR ALMOST A YEAR.
AND, AND, AND I REALLY JUST THOUGHT, YOU KNOW, A LOT OF US HAVE LIVED THIS OVER ALL OF THESE YEARS, BUT NOT EVERYONE REMEMBERS WHAT ALL THE PRIORITIES WERE OVER, UH, FROM, YOU KNOW, 2021 FORWARD.
SO THIS IS A SUBSET OF REVISION REQUESTS THAT WE'VE DELIVERED THAT, THAT WERE DEEMED PRETTY HIGH PRIORITY AT THE TIME.
AND I JUST, UH, WANTED TO SHARE IT 'CAUSE IT'S A REMINDER TO ALL OF US WHY WE HAVE THIS AGING LIST.
WE'VE HAD OTHER THINGS THAT HAVE BEEN MOVED TO THE TOP OF THE QUEUE AND THESE OTHER ITEMS HAVE HAD TO STAND DOWN UNTIL, UH, A FUTURE DATE, WHICH IS, UH, NOW RIGHT AROUND THE CORNER.
SO JUST THOUGHT I'D SHARE THAT.
YOU CAN TAKE ANY OTHER QUESTIONS.
OKAY, NOW WE ARE BACK TO REVISION REQUEST TABLED AT TAC.
UM, SO NO G 2 64 CAN REMAIN TABLED.
THIS IS THE OLD DRS NO G RELATED TO THE NPR WE JUST DISCUSSED.
UM, SO I UNDERSTAND THIS WILL BE WITHDRAWN WHEN WE FILE SOMETHING NEW.
[7. RMS Report ]
WE CAN GO TO THE RMS REPORT WITH DEBBIE.RMS CANCELED OUR MEETING IN OCTOBER, SO THIS IS REALLY GONNA BE A QUICK UPDATE.
WANTED TO GIVE YOU A LITTLE BIT OF INFORMATION REGARDING OUR STRUCTURAL CHANGES THAT WERE DEEMED NECESSARY THROUGH THE BIENNIAL TECH TAX SUBCOMMITTEE STRUCTURE AND REVIEW.
UH, THAT MEETING WAS HELD AUGUST 12TH.
AND, UM, WE WENT THROUGH ALL OF OUR RESPONSES AND DECIDED IT WOULD BE VERY EFFICIENT TO MERGE TEXAS SET AND PROFILE WORKING GROUP.
BOTH GROUPS HAVE HAD SEVERAL MEETINGS AND THEY HAVE COME TO THE CONCLUSION AND AGREE ON THE ACRONYM AND THE NAME OF THE MERGE GROUPS AND THE SCOPE, WHICH IS VERY MIXED, BUT GOOD AND ACCURATE.
AND THE LEADERSHIP STRUCTURE OF WHETHER TO HAVE ONE CHAIR AND TWO, TWO CO VICE CHAIRS OR MAYBE THREE CO-CHAIRS OR TWO CO-CHAIRS AND ONE VICE CHAIR.
UM, AND OBVIOUSLY IT'S, IT'S REALLY, THERE'S A LOT OF PEOPLE THAT WANNA BE IN LEADERSHIP.
IT IS JUST THAT MERGING THESE TWO GROUPS WITH SUCH DIFFERENT SCOPES HAS BEEN, UH, MORE CUMBERSOME.
AND SO THAT'S WHY WE'RE CONSIDERING SOMETHING DIFFERENT, AT LEAST FOR THE FIRST YEAR.
AND THEN THE LEADERSHIP WOULD BE ELECTED AT THEIR FIRST MEETING AFTER RMS HAS, UH, APPROVED THE NEW WORKING GROUP.
AND AT THAT SAME MEETING, WE WOULD SUNSET PWG AND TEXAS SET.
SO WE'RE LOOKING AT JANUARY OR FEBRUARY IS THE EFFECTIVE DATE.
THESE ARE JUST SOME OF OUR ACTIVITIES IN PROGRESS.
THE LOAD PROFILING GUIDE, I'VE BROUGHT THAT UP SEVERAL TIMES BEFORE.
THEY'RE REALLY WORKING TO FINISH UP AND GET EVERYTHING OUT OF EXCEL AND INTO WORD, UH, MOST PARTICULARLY ABOUT APPENDIX D, THE PROFILE DECISION TREE.
THE, UH, OTHER ITEM THEY'RE WORKING ON IS HOW IS IT GOING TO WORK FOR MERGING PWG IN TEXAS SET, UM, THE RETAIL MARKET TRAINING TASK FORCE, THEY ARE GOING TO BE GIVING A WEBEX ONLY TEXAS AT 5.0 TRAINING CLASS THAT HAS BEEN IN PERSON ONLY IN THE PAST.
WE ARE MOVING TO WEBEX FOR ALL THE RETAIL TRAINING, THE TEXAS DATA TRANSPORT MARKET TRACK SYSTEM, UH, WORKING GROUP.
THEY'RE WORKING ON THE SERVICE LEVEL AGREEMENTS.
WE HAVE THE RETAIL SYSTEMS, SLA AND THE DATA TRANSPARENCY, SLA.
AND UH, THOSE ARE RELATED TO EXTRACTS AND SYSTEM AVAILABILITY.
AND ERCOT HAS DONE A REALLY GREAT JOB WITH MEETING WHAT'S IN BOTH OF THOSE.
UH, THIS YEAR, THE, UM, TEXAS SET GROUP, THEY'RE STILL WORKING ON A TEXAS MARKET TEST PLAN.
WE WANTED TO HAVE THAT READY FOR THE FEBRUARY TEST FLIGHT.
I DON'T KNOW THAT THAT'S GOING TO HAPPEN, BUT WE'RE GONNA DO OUR BEST.
IF NOT, IT WILL BE IN PLACE FOR THE JUNE TEST FLIGHT.
IT'S JUST A LITTLE BIT TYING UP SOME THINGS AROUND PRODUCTION CONNECTIVITY AND,
[01:00:01]
UH, SOME OF THE, UH, PLACES WHERE IT COULD BE, UM, MISINTERPRETED.SO WE'RE, WE'RE LOOKING AT THAT.
AND OUR NEXT MEETING IS GOING TO BE TUESDAY, NOVEMBER 4TH.
AND IT WILL BE HERE, THIS ROOM OR WEBEX.
WE'D LOVE TO SEE SOME OF YOU THERE.
ANY QUESTIONS? WHAT'S THE NEW ACRONYM? IT IS T-X-S-E-T-L-P.
HOW BET WE COULD COME UP WITH ONE MORE EXPENSIVE, PROBABLY.
[8. ROS Report (Vote) ]
ARE ON TO THE ROSS REPORT WITH KATIE RICH.SO FOUR VOTING ITEMS FOR YOU TODAY.
THAT WAS APPROVED WITH A NINE 11 ROSS REPORT AND THE SEPTEMBER 24TH IA.
AND THEN THE METER, NOT TO BE CONFUSED WITH METERING WORKING GROUP, UM, WE APPROVED THEIR PROCEDURES AS PRESENTED.
WE APPROVED THEIR LEADERSHIP AS PRESENTED.
AND THEN, UM, ERCOT ASKED ME TO ADD THIS, 'CAUSE I ALMOST LEFT IT OFF THE LIST.
ROSS APPROVED THE 2025 MAJOR TRANSMISSION ELEMENTS LIST WITH STAKEHOLDER INPUT.
SO THAT SHOULD BE A VOTING ITEM FOR YOU AS WELL.
AND THEN NEXT SLIDE, COUPLE UPDATES FOR YOU.
THIS WAS, UH, DEALING WITH THE OUTAGE COORDINATION, UM, 1274, WHICH IS THE ESTIMATED CAPITAL COST THRESHOLDS.
SO, UM, IA COMING BACK TO US ON NOER TWO 80, THE OTHER TWO, UM, WERE GOING TO, UH, PRS AND THEN, UH, NEXT TWO SLIDES.
SO JUST GIVE YOU, UM, A HEADS UP ABOUT WHERE THINGS ARE, UM, IF YOU WANT TO PLUG INTO THOSE MEETINGS.
OUR NEXT MEETING IS NOVEMBER 6TH AND IT'S WEBEX ONLY.
SO WITH THAT, I'LL TAKE ANY QUESTIONS.
UM, I'M EMBARRASSED TO ADMIT, UM, I DON'T UNDERSTAND THE POINT OR USE OF THE MAJOR TRANSMISSION ELEMENT LIST.
CAN SOMEBODY, UH, EDUCATE ME? OKAY.
IS THAT KATIE? WELL, I WAS HOPING, UM, ALEX LEE WOULD BE ON THE LINE.
ALEX, WHAT'D YOU SAY? DO WE HAVE SOMEONE FROM ERCOT THAT CAN HELP US ANSWER THAT? IF NOT, I CAN TAKE A STAB AT IT.
I GUESS I'M LESS EMBARRASSED BECAUSE I'M IN THIS ROOM OF ESTEEMED FOLKS AND NOBODY CAN ANSWER MY QUESTION.
UM, MARTHA MARTHA'S GONNA TAKE A STAB AT IT.
MARTHA, MARTHA, DAN, OR ESTEEMED? MARTHA.
THANKS, MARTHA HENSON WITH ENCORE.
SO THE, THE MAJOR TRANSMISSION ELEMENT LIST IS A PROCESS.
IT WAS DEVELOPED PROBABLY 10 YEARS AGO THROUGH THE O-C-I-T-F, THE OUTAGE COORDINATION IMPROVEMENTS TASK FORCE.
THE ISSUE THAT WAS BROUGHT FORWARD IS THAT CERTAIN MARKET PARTICIPANTS HAVE TROUBLE UNDERSTANDING IMPACTFUL OUTAGES THAT CAUSE SIGNIFICANT CONGESTION FAR ENOUGH IN ADVANCE.
SO WE GO THROUGH THIS VETTING PROCESS EVERY YEAR WITH ERCOT AND THE TSPS, UM, ERCOT POPULATES A SEED LIST THAT TELLS US WHAT THE EXPECTED OUTAGES WOULD BE OR EXPECTED ELEMENTS ARE THAT WOULD CAUSE SIGNIFICANT CONGESTION WHEN OUTAGE, EXCUSE ME.
AND THEN WE, UH, ADD AND REMOVE THINGS FROM THAT LIST.
AND ULTIMATELY THE LIST IS BROUGHT FORWARD THROUGH THE VOTING PROCESS.
AND THAT'S WHY IT'S HERE AT TAC TODAY.
SO IT REALLY, IT'S, IT'S ONE OF THOSE IMPORTANT ASPECTS THAT'S NECESSARY FOR TSPS TRYING TO PLAN THEIR WORK, FIGURE OUT WHEN TO TAKE OUTAGES OR UNDERSTANDING WHAT THE IMPACTS OF THOSE OUTAGES MIGHT BE, UH, GOING FORWARD.
YEAH, IT'S BASICALLY THE END RESULT OF THE PROCESS GIVES US HEIGHTENED AWARENESS OF WHAT OUTAGES ARE EXPECTED TO BE IMPACTFUL FROM A CONGESTION STANDPOINT.
AND WE ARE ENCOURAGED TO SUBMIT THOSE OUTAGE REQUESTS AS FAR IN ADVANCE AS POSSIBLE SO THAT OTHER MARKET PARTICIPANTS CAN ALSO HAVE THAT TRANSPARENCY.
HOWEVER, TO THE EXTENT THAT THIS IS NOT A USEFUL EXERCISE ANYMORE, AND I'VE HEARD FEEDBACK THAT IT MAY NOT BE, UM, IT'S A LOT OF WORK FOR US.
AND SO IF THERE'S AN INTEREST IN REVISITING THIS, UM, WE'D BE MORE THAN HAPPY TO HELP SPEARHEAD THAT CONVERSATION.
I, I REALLY WANTED AN ENGINEER TO ANSWER THAT QUESTION FOR YOU, BETH.
THAT'S WHY I'M GLAD THAT, UH, MARTHA
[01:05:01]
STEPPED IN.BUT IT IS A WHOLE PROCESS THAT RUNS FROM THE SUMMER, UM, ONTO THIS POINT TO GET IT TO TAC APPROVAL.
SO LIKE SHE SAID, IF THERE'S SOME CONCERN ABOUT IT, IT WOULD BE GOOD TO KNOW.
'CAUSE I KNOW OWG SPENDS A LOT OF TIME ON THIS.
THE, ALL OF THE, UM, TRANSMISSION OWNERS SHOW UP TO THIS AND SAY YAY OR NAY TO WHAT'S ON THE LIST.
SO IT WOULD BE NICE IF THERE WAS SOME COORDINATION IF ON HOW THIS SHOULD MOVE FORWARD.
RYAN, I I WANT TO ADD THAT I THINK IT DOES PROVIDE VALUE, ESPECIALLY FOR CONSUMERS BECAUSE IT, THE GOAL IS TO REDUCE CONGESTION WITH AWARENESS OF WHAT AN MTE OR A HIGH IMPACT TRANSMISSION ELEMENT IS.
IT ALSO HAS A, A SECOND PURPOSE, WHICH IS TO INCREASE RELIABILITY BY, YOU KNOW, NOT TAKING OUT CRITICAL LINES.
UM, AND SO, YOU KNOW, I THINK IT'S ALWAYS HEALTHY TO, TO REVIEW IF IT'S MEETING ITS NEEDS.
'CAUSE I THINK, UH, ADRIAN PIK AT, YOU KNOW, N RRG 10 YEARS AGO WAS PROBABLY ONE OF THE PEOPLE THAT WAS CRUCIAL IN, IN DEVELOPING THIS CONCEPT.
BUT, UM, THE, THE PURPOSE REALLY IS A BENEFIT FOR CONSUMERS.
ANY OTHER QUESTIONS OR COMMENTS THERE? MAYBE 15 YEARS AGO, IT'S BEEN 12.
UM, SO WE DO HAVE VOTING ITEMS AS KATIE MENTIONED.
SO WE ARE LOOKING TO RECOMMEND APPROVAL OF NO GR 2 79 AS RECOMMENDED BY ROSS IN THE 10 TO ROSS REPORT, UM, TO APPROVE THE ROSS PROCEDURES AS PRESENTED.
AND THOSE CHANGES ARE THE METER WORKING GROUP CHANGES.
UM, AND THEN TO APPROVE THE MTE LIST AS PRESENTED, CAN WE PUT THOSE ON THE COMBO BALLOT? OKAY.
WMS BLAKE, ARE YOU READY? YES, MA'AM.
BLAKE HOLT SPEAKING FOR WMS. UH, OUR MAIN ITEM DISCUSSED AT THE LAST MEETING WAS A NEW REFERRAL, NPRR 1296, WHICH IS THE RESIDENTIAL DEMAND RESPONSE PROGRAM AS FILED BY ERCOT.
DURING OUR DISCUSSION, THERE WAS SOME CONCERNS RAISED WITH THE PROPOSED LANGUAGE, BUT THERE WAS ALSO SOME SUGGESTIONS FOR COMPROMISE THAT SEEMED, UH, LIKE HIGH LIKELIHOOD THAT WE COULD POTENTIALLY GET THERE.
ULTIMATELY, AFTER A PRETTY LONG DISCUSSION, UH, WMS FELT LIKE WE NEEDED TO HAVE AN EXTENDED DISCUSSION AT OUR NEXT MEETING, WHICH WILL BE ON NOVEMBER 5TH.
WE'RE STILL FINALIZING THE AGENDA RIGHT NOW, BUT RMS MEETS THE DAY BEFORE AND HAS ALSO HAD THIS REFERRED TO THEM AS WELL.
DEBBIE'S COMMITTED TO BRINGING OVER A SUMMARY OF THAT CONVERSATION TO, TO THROW INTO THE MIX TO SEE IF THERE ARE ANY SUGGESTIONS ON HOW TO, UH, ADDRESS SOME OF THOSE CONCERNS, IF THERE ARE ANY.
ADDITIONALLY, WE'VE HAD, UH, THREE, UH, FOLKS COMMITTED TO BRING MATERIAL, UH, TO DISCUSS AT THE MEETING.
UH, RELIANT HAS, UH, SIERRA CLUB AND POTENTIALLY, UH, OCTOPUS ENERGY.
SO LOOKING FORWARD TO, UH, A LONGER DISCUSSION AT OUR NOVEMBER 5TH MEETING, UM, AND HOPE TO HAVE THAT AGENDA POSTED SOON.
UM, ADDITIONALLY, WE JUST WANTED TO RAISE, UH, AN ITEM THAT WE REJECTED, WHICH WAS SCRR 8 33, UH, SEEKING TO INCREASE CR TRANSACTION CAPABILITY.
AND THE REASON FOR THE REJECTION IS OUR COTS ALREADY SEEKING TO MAXIMIZE THIS THROUGH NPR 1261.
SO THAT WAS THE REASON FOR, UH, REJECTION, BUT THAT IS ALL I HAVE TO BRING TO Y'ALL TODAY.
OKAY, QUESTIONS OR COMMENTS FOR BLAKE? OKAY, I THINK WE CAN KEEP MOVING.
UH, WE ARE ONTO THE CFSG REPORT WITH LORETTO.
CAN YOU HEAR ME? OH, HANG ON, HANG ON, PAUSE.
[9. WMS Report]
MARK DREYFUSS ON THE WMS REPORT.I'M SORRY TO BACK YOU UP, BUT IT'S ON THE, ON THE MORE DETAILED WORKSHOP TYPE DISCUSSION THAT WE'RE GONNA HAVE ON THE RESIDENTIAL DEMAND RESPONSE PROGRAM.
UM, I, I GUESS I SENT YOU A NOTE THAT I THOUGHT IT WOULD BE HELPFUL IF ONE OF THE ELEMENTS OF THAT DISCUSSION IS A,
[01:10:02]
IS, IS INFORMATION ON THE STATUS OF THE, UH, A DER PROJECT.'CAUSE I, I, IT, IT'S MY IMPRESSION AND, AND WHAT PART OF WHAT I'M ADVOCATING FOR ON THE RESIDENTIAL DEMAND PROGRAM IS THAT WE LOOK AT IT AS A MARKET-BASED PRODUCT RATHER THAN AN ADMINISTRATIVELY ISSUED PRODUCT.
AND WE HAVE THIS ENORMOUS EFFORT WE'VE BEEN GOING UP, UH, THAT'S BEEN ONGOING FOR A COUPLE OF YEARS NOW ON A DR.
SO I'D LIKE TO UNDERSTAND HOW AND HOW NOT THOSE PROJECTS COULD MATCH UP.
SO, SO IF WE COULD HAVE INFORMATION CHARACTERIZING THE A DR PROJECT, WHAT'S WORKING, WHAT'S NOT WORKING, WHAT'S THE STATUS OF THAT PROJECT, THAT WOULD REALLY HELP ME IN THAT DISCUSSION.
AND MARK, I HAVE SENT THAT REQUEST OVER TO ERCOT, AND WE DO HAVE AN AGENDA PLANNING MEETING COMING UP NEXT WEEK.
AND SO MY THOUGHTS WERE THAT PERHAPS ERCOT COULD HELP SUPPORT THAT CONVERSATION.
WE'LL BE WORKING WITH THEM ON HOW BEST TO KIND OF TEE THAT UP.
BUT I HAVE FORWARDED THAT REQUEST OVER.
UH, YEAH, JUST ECHOING THAT WE'RE, WE'RE MORE THAN HAPPY TO TALK ABOUT THE A DR PILOT, UM, WHAT'S, UH, WHAT'S WORKING.
AND I THINK WE WE'RE, WE'RE VERY HAPPY TO SUPPORT THAT DISCUSSION.
ANY QUESTIONS OR COMMENTS REMAINING ON WMS? OKAY, LET'S GO TO
[10. Credit Finance Sub Group (CFSG) Report (Vote) ]
CFSG WITH LORETTO.WE HELD MEETINGS ON SEPTEMBER 24TH AND OCTOBER 15TH, AND THEY WERE RELATIVELY SHORT MEETINGS.
WE WENT THROUGH NPR R'S APPROVAL OF MINUTES AND THE REGULAR CREDIT EXPOSURE UPDATES.
UM, AUSTIN ENERGY HAS REQUESTED A SECOND BACKUP, UH, BOBBY GU, AND I'M SORRY IF I MISPRONOUNCED THAT.
UM, SO I KNOW THAT YOU GUYS WILL HAVE TO, UM, APPROVE HIM.
THESE ARE THE NPRS THAT WE REVIEWED AND NONE OF THEM WERE FOUND TO HAVE ANY CREDIT IMPLICATIONS.
THE CREDIT UPDATES WERE PROVIDED BY ERCOT AND BASICALLY THERE WAS NO UNUSUAL COLLATERAL CALL ACTIVITY.
TPE WAS 1.84 IN JULY, AND IT WENT TO 1.57 BILLION IN SEPTEMBER.
UM, BASICALLY EVERYTHING WAS DRIVEN BY FORWARD ADJUSTMENT FACTORS AND DISCRETIONARY COLLATERAL WENT FROM 3.91 BILLION IN JULY TO 4.04 BILLION IN SEPTEMBER.
THIS IS THE STANDARD CHART SHOWING THE TYPES AND AMOUNTS OF CREDIT THAT ARE POSTED AT OR COT.
THIS IS HOW THE CREDIT HAS BEEN USED OVER THE PAST MONTH AND A HALF OR TWO MONTHS.
AND THIS IS THE STANDARD LETTER OF, OF CREDIT CONCENTRATION PER BANK ISSUER.
ANY QUESTIONS OR COMMENTS FOR LORETO? OKAY, SO WE DO HAVE THE VOTING ITEM TO APPROVE THE MEMBERSHIP EDITION, UH, FOR AUSTIN ENERGY.
I ASSUME WE CAN PUT THIS ON THE COMBO BALLOT, COREY.
OKAY, WE'RE MOVING RIGHT ALONG.
[11. Large Load Working Group (LLWG) Report ]
WE CAN GO TO THE LARGE LOAD WORKING GROUP REPORT WITH BOB WHITMEYER.SO, JUST REAL QUICK, UH, SEPTEMBER 19TH MEETING, ERCOT KIND OF WENT OVER THE, THE STUDIES THAT THEY'RE UNDERTAKING THAT ARE ALL GONNA BE DONE BY THE END OF THE YEAR.
UM, WE TALKED ABOUT THE FAR WEST IROL, UM, AND, UH, DISCUSSED THE DRAFT BIGGER RELATED TO CLRS, UM, GETTING FASTER INTERCONNECTS.
LET'S GO TO THE NEXT SLIDE FOR THE REAL HOT TOPIC OF THE DAY.
[01:15:01]
RIDE THROUGH.AND DID ERCOT ACTUALLY PUT A MORATORIUM ON LARGE LOADS ENERGIZING? SO THAT TOOK UP GOOD PORTION OF THE MEETING.
AND THE ANSWER IS NO, THEY DID NOT.
UM, WE DO HAVE MORE LOAD APPROVED TO ENERGIZE OUT IN WEST TEXAS, HOWEVER, THAT LOAD IS STILL SOME TIME OFF.
THE, THEIR ROLLS DIDN'T CHANGE.
IF SOMEONE NEEDS HELP, THEY DO.
APPARENTLY THAT WASN'T FOR ME.
UM, SO MORE LIKE I WAS SAYING, MORE LOADS HAVE BEEN APPROVED TO ENERGIZE OUT THERE THAN WE CAN HANDLE, BUT THOSE LOADS ARE NOT YET OPERATIONAL AND IT WILL BE A WHILE UNTIL THEY ARE.
SO NO, THERE IS NOT A MORATORIUM ON LARGE LOADS INTERCONNECTING.
HOWEVER, UM, IN THE FUTURE, YOU KNOW, THING, THINGS WILL CHANGE.
AND OUR NEXT MEETING IS FRIDAY OF THIS WEEK.
UM, WE'RE GONNA BE GOING OVER SOME OF THE STUDIES, UM, AND GET SOME VENDOR PRESENTATIONS.
UH, LIKE TO PARTICULARLY POINT OUT THAT IF YOU ARE THE OWNER OR OPERATOR OF A SYNCHRONOUS GENERATOR THAT IS CO-LOCATED WITH, WITH A LARGE LOAD, IT WOULD BE A GOOD MEETING FOR YOU TO ATTEND.
WE'RE GONNA TALK ABOUT SUB SYNCHRONOUS OSCILLATIONS AND THE PROBLEMS THAT CAN BE CREATED IF THERE IS A SHORT DISTANCE BETWEEN YOU AND THE LOAD AND NOT A LOT OF TRANSMISSION IN BETWEEN.
SO, UM, WHEN WE WILL ALSO BE TALKING ABOUT LARGE LOAD RIDE THROUGH EVENTS BEYOND JUST LARGE ELECTRONIC LOADS.
SO, UM, AND THEN WE'VE GOT A COUPLE OF PRESENTATIONS, UM, FROM GE, INOVA, AND EPC POWER.
UM, I CAN TELL YOU THE INDUSTRY IS ACTIVELY WORKING ON THIS VOLTAGE RIDE THROUGH.
I UNDERSTAND THERE WAS A MEETING YESTERDAY AT UT.
THERE'S A MEETING ON THE 13TH AT A AND M.
SO WE DO HAVE ACADEMIC ACADEMIA INVOLVED.
HAPPY TO TAKE ANY QUESTIONS ON THE LARGE LOAD WORKING GROUP.
UH, JULIE WILL GIVE HER PRESENTATION A MOMENT THAT HAS THE STUFF THAT YOU WANT TO SEE ABOUT THE NEW LOADS INTERCONNECTING QUESTIONS FOR BOB? COOL.
UH, THIS IS AJI SPRINGER FROM ERCOT.
JULIE'S OUT OF OFFICE THIS WEEK, SO I'M GOING TO, UH, BE COVERING FOR HER.
UM, SO, UH, COVERING THE UPDATES ON THE LOAD INTERCONNECTION, UH, REQUEST THAT WE'VE BEEN RECEIVING, UM, THE, UH, QUEUE CONTINUES TO GROW.
UH, WE ARE CURRENTLY TRACKING OVER 200 GIGAWATTS NOW OF INTERCONNECTION REQUESTS.
UM, I I, ONE STAT THAT I DID WANNA HIGHLIGHT IS, YOU KNOW, IN THE LAST 10 MONTHS WE'VE SEEN THIS QUEUE GROW BY 130 GIGAWATTS, WHICH IS 182% INCREASE, UH, FROM WHERE WE WERE A YEAR AGO.
UM, AND THAT, THAT TRICKLES DOWN TO THE, THE WORK THAT THE TEAM DOES IN THE INTERCONNECTION PROCESS.
UM, YOU KNOW, THE, THE INCREASED VOLUME DRIVES INCREASED WORK, UH, ACROSS THE BOARD.
UM, SO LOOKING AT, UH, YOU KNOW, WHAT, WHAT PHASE OF STUDY EACH OF THESE PROJECTS ARE IN, UH, YOU'RE SEEING, YOU KNOW, MOST OF THE GROWTH IS IN PROJECTS THAT HAVE NOT, UH, SUBMITTED STUDIES YET FOR, FOR ERCOT REVIEW.
SO THAT WE JUST HAVE INITIAL INFORMATION, BUT, YOU KNOW, WE'RE CONTINUING TO SEE, UM, MORE PROJECTS MOVE INTO THE, THE STUDY REVIEW PHASE AND, UH, PROJECTS WITH, UH, APPROVED STUDIES AS WELL.
UH, DID YOU HAVE A QUESTION ON ONE OF THE EARLY SLIDES OR IS THIS SOMETHING MORE TOWARDS THE END? I HAVE A LOT OF QUESTIONS.
UM, UH, NOT MUCH CHANGE IN, UH, TOTAL AMOUNT OF, UH, LOAD THAT IS, UH, HAS APPROVED STUDIES FROM THE LAST MONTH.
UM, AND, UH, THE OVERALL SIZE OF THIS BUCKET, UH, APPROVED TO ENERGIZE AND, UH, WITH APPROVED STUDIES HAS, HAS BEEN PRETTY STABLE.
UM, AND THIS IS A BREAKDOWN BY, UH, LOAD ZONE AND PROJECT TYPE.
SO, YOU KNOW, STILL SEEING A, A HIGH CONCENTRATION IN THE WEST, AND THE MAJORITY OF OUR, OUR REQUESTS ARE STILL, UH, STANDALONE RATHER THAN CO-LOCATED, UH, WITH, WITH GENERATION,
[01:20:03]
UM, SLIGHT, UH, BASICALLY THE SAME AMOUNT OF LOAD WE'RE OBSERVING TO BE OPERATIONAL.SO, YOU KNOW, ON THIS, THIS GRAPH WE TRACK HOW MUCH IS THE, UH, PEAK NONS SIMULTANEOUS, UH, CONSUMPTION THAT WAS SERVED ON THE ERCOT SYSTEM, UH, DURING THE MONTH OF SEPTEMBER AND OCTOBER.
SORRY, I MEANT TO, UH, WHICH IS, SO, UH, THE NUMBER FROM OCTOBER IS BASICALLY THE SAME AS SEPTEMBER.
UM, AND SO THAT ALSO MEANS THAT THERE'S ROUGHLY THE SAME AMOUNT THAT IS APPROVED TO ENERGIZE, BUT WE HAVE NOT OBSERVED CONSUMING ENERGY YET.
UM, LOOKING AT WHAT WE'VE SERVED, I WANTED YOU TO GO BACK ONE SLIDE, IF YOU DON'T MIND.
WE HAD A QUESTION, ONE MORE SLIDE.
AND ONE, ONE QUESTION ON YOUR BREAKDOWN OF THE, UM, OF, UH, STANDALONE VERSUS COLAC LOCATED IS THAT DEFINITION OF CO-LOCATED WITH EXISTING GENERATION OR JUST ANY GENERATION? ANY GENERATION, AND IT'S WITH, UH, A NETTING AGREEMENT UNDER, UH, SECTION 10, 3, 2, 3 OF THE PROGRAM.
SO THAT THOSE NUMBERS ARE DIFFERENT THAN THE SUBJECT OF THE RULE MAKING HAPPENING AT THE PUC, CORRECT.
WHICH WE SHOULDN'T CONFLATE THOSE.
UM, AGAIN, ALSO, UH, BASICALLY THE SAME, UH, PEAK, UH, UH, SIMULTANEOUS CONSUMPTION AS WELL SERVED IN OCTOBER AS IN, UH, SEPTEMBER.
SO A SLIGHT DECREASE, BUT, BUT ROUGHLY THE SAME AMOUNT.
UM, THESE ARE SOME MORE RECENT GRAPHS THAT HAVE BEEN ADDED TO THIS PRESENTATION SHOWING, UM, YOU KNOW, THE DISTRIBUTION BY PROJECT SIZE.
UH, YOU KNOW, THE MAJORITY ARE, YOU KNOW, UNDER 250 MEGAWATTS, UH, BUT THEY'RE, YOU KNOW, LARGE NUMBERS IN, UH, UH, EACH OF THE OTHER BUCKETS INCLUDING, YOU KNOW, QUITE A FEW THOUSAND PLUS REQUESTS.
SO, UM, YOU KNOW, THERE, THERE'S A RANGE.
UH, THIS SHOWS THE BREAKDOWN BY TSP AND THEN THIS IS, UH, THE PROJECTS BY SUBMITTAL DATE.
UM, I'M GONNA PAUSE HERE AND HIGHLIGHT THIS STAT AS WELL.
UH, YOU KNOW, I THINK, UH, THERE WE'VE BEEN SEEING A LARGE INCREASE IN THE NUMBER OF INQUIRIES ABOUT PROJECT STATUS, UM, AND, YOU KNOW, WHICH PROJECTS HAVE MOVED FORWARD.
UH, I WANNA HIGHLIGHT THIS GRAPH TO, YOU KNOW, JUST TO GIVE A SENSE OF SCALE OF WHAT WE HAVE SEEN IN THE LAST YEAR.
SO IF YOU LOOK AT THE NUMBERS OF PROJECTS THAT HAVE BEEN RECEIVED FROM 2022 THROUGH THE END OF 2024, IT'S 155 PROJECTS IN 2025 TO DATE, WHEN WE HAVE NOT FINISHED THE YEAR YET, WE HAVE RECEIVED 194 NEW PROJECTS.
SO THAT'S A 125% INCREASE IN ONE YEAR OVER THE PAST THREE YEARS COMBINED.
UM, THAT, THAT HAS DRIVEN AN INCREDIBLY HIGH WORKLOAD FOR, UH, TRYING TO PROCESS THE STUDIES THAT HAVE COME IN IN, UM, YOU KNOW, AND SO I, I JUST WANNA HIGHLIGHT THAT AS A, UH, UH, YOU KNOW, KIND OF A KEY STATISTIC THAT'S DRIVING SOME OF THE OTHER DISCUSSIONS THAT ARE, UH, BEING HAD AT LARGE LOAD WORKING GROUP AND SOME OF THE OTHER STAKEHOLDER GROUPS AS WELL.
SO WE DO HAVE A QUEUE, BUT, UM, DO, CAN WE PUT IKA? YOU ARE.
YEAH, SO I, I THINK I HAVE LIKE TWO MORE SLIDES, SO IF, IF, AND THEN I'D BE HAPPY TO TAKE QUESTIONS.
UM, SO THIS SHOWS THE DISTRIBUTION BY IN-SERVICE DATA.
I THINK YOU CAN SEE THAT FROM THE, THE MAIN GRAPH THAT WE, WE HAVE AT THE TOP OF THE PRESENTATION AS WELL.
UM, BUT, YOU KNOW, LARGE AMOUNT LOOKING FOR KIND OF 2026 TO 2029 INTERCONNECTION.
UM, AND THEN THE, THE MAJORITY, UH, LARGE MAJORITY CONTINUES TO BE DATA CENTER, UH, FOLLOWED BY CRYPTO.
UM, AND, YOU KNOW, THERE'S SOME THAT WE ARE EARLY ENOUGH STAGE THAT WE DON'T EVEN HAVE A CLEAR PICTURE, UH, OF WHAT THEY'RE BUILDING.
AND THEN, UH, LAST IS, UH, BREAKDOWN BY LOAD ZONE.
SO WITH THAT, UM, I KNOW THAT'S A LOT OF DATA, UH, THIS, YOU KNOW, SLIDES ARE AVAILABLE AS WELL, BUT, UH, UH, LET'S GO AHEAD AND HIT, UH, GO TO THE QUEUE.
THANK YOU AG BILL, DO YOU WANNA START YOUR INTERROGATION? YES, THANKS,
UM, I GUESS SLIDE, LET'S START WITH SLIDE THREE AND THEN I HAVE AN ADMINISTRATIVE QUESTION.
I, I SUGGESTED THIS AT SOME POINT, UM, OR REPEATED.
IT WOULD BE GREAT IF THESE PRESENTATIONS EVERY MONTH YOU DO, 'EM COULD BE POSTED OR LINKED SOMEWHERE.
I THINK THERE'S ALAR, WE ACTUALLY HAVE A LARGE LOAD, UH, PORTION OF THE
YEAH, WE CAN LOOK AT, UH, NOW THAT WE HAVE THAT WEBSITE, UH, SECTION, I THINK WE COULD LOOK AT.
AND ALSO JUST THE FACT THAT YOU INCLUDED NEW INFORMATION IN THIS IS JUST, IT'S
[01:25:01]
SO HELPFUL.OBVIOUSLY THIS IS A HYPER FOCUS WOULD BE AN UNDERSTATEMENT, UM, IN TERMS OF OUR COMPANIES AND EVERYONE THAT'S WATCHING NEURO CAP MARKET.
SO, UH, ANY ADDITIONAL INFORMATION YOU COULD SHARE WE GREATLY APPRECIATE ON THIS CHART AND WHICH IS ALSO, IT'S REPEATED BELOW FOR TSP, THE ORANGE PORTION IS NO STUDIES SUBMITTED, WHICH ALSO INCLUDES, UM, MEGAWATTS THAT WERE NOT APPROVED AFTER ERCOT REVIEW AND THEN PUT BACK INTO THIS CATEGORY.
I'M WONDERING IF THERE'S ANY WAY YOU COULD PROVIDE A BREAKDOWN OF, OF THAT CATEGORY AS WELL.
SO NO STUDIES SUBMITTED AND THEN THOSE THAT I GUESS KIND OF GOT REJECTED OR, UM, PUT IN A PURGATORY, I DON'T KNOW WHAT YOU CALL IT, JUST KIND OF ARE STUCK WELL UNTIL THEY EITHER WITHDRAW OR THERE'S SOMETHING THAT'S, UH, CLARIFIED OR ADDRESSED IN TERMS OF THE ABILITY TO CONTINUE TO INTERCONNECT.
AND, AND I DO WANNA CLARIFY THERE THAT, UM, IN THE INSTANCES WHERE MEGAWATTS THAT WERE REQUESTED EARLIER ARE NOT, NOT, YOU KNOW, NOT APPROVED INITIALLY PENDING UPGRADES, UM, THEY ONLY END UP BACK IN THIS ORANGE BUCKET IF THE CUSTOMER HAS NOT INDICATED IF THEY'RE GONNA PURSUE THOSE MEGAWATTS AND WAIT FOR THE TRANSMISSION UPGRADES OR NOT.
SO I DON'T WANNA LEAVE THE IMPRESSION THAT WE'RE JUST REJECTING MEGAWATTS OUTRIGHT.
THAT'S, THAT'S NOT THE INTENTION.
UM, IN TERMS OF PROVIDING THAT BREAKDOWN, UH, I'LL HAVE TO TAKE THAT BACK AND, AND SEE IF WE CAN EASILY BREAK THAT OUT FROM THE, THE NEW REQUEST NUMBERS, BUT WE CAN LOOK AT, AT BRINGING THAT AS WELL.
THEN SLIDE 10, THIS IS THE PROJECTS, UH, SUBMITTAL PROJECT SUBMITTED BY DATE, AND YOU HAVE EIGHT FOR THE FOURTH QUARTER, WHICH STARTED IN OCTOBER, SO WE HAD EIGHT IN TWO WEEKS.
AND THEN ON SLIDE 12, I THINK YOU TOUCHED ON THIS, BUT THE NONE CATEGORY, WHICH IS 26,260, THOSE ARE, THEY JUST HAVE NOT IDENTIFIED WHAT TYPE THEY ARE YET.
SO IN ORDER TO GET INTO THE SYSTEM, THERE'S ONLY A FEW PIECES OF INFORMATION REQUIRED, BUT AGAIN, THAT ALL GETS LUMPED INTO THAT.
UM, SO NOW I DON'T HAVE THIS BREAKDOWN IN THE SLIDE DECK, BUT I WOULD EXPECT THAT THE, UH, ENTIRETY OF THAT, THAT NO DATA PROVIDED, UH, WOULD FALL IN THE ORANGE, UH, NO STUDY SUBMITTED BUCKET.
'CAUSE YOU WOULD NEED TO PROVIDE THAT INFORMATION TO, UH, MOVE FORWARD WITH THE STUDY REVIEW PROCESS.
I REALLY APPRECIATE THE RESPONSES AND THE INFORMATION HERE.
AND, UH, AG THANKS FOR WALKING THROUGH THIS AND WANT TO, UH, JUST REITERATE REALLY APPRECIATE THE, THE ADDITIONAL INFORMATION.
SOME OF THESE NEW, NEW SLIDES ARE, ARE REALLY, UH, DATA RICH AND, UM, AND HELPFUL TO SEE.
UM, I ALSO WANTED TO UNDERSCORE SOMETHING, BETH, I THINK YOU MENTIONED THAT ON THE, THE CO-LOCATION, UH, TOTAL, THAT IS, UH, A AS YOU MENTIONED, THAT'S, THAT IS ALL REGARDLESS OF WHETHER IT'S WITH THE EXISTING OR A NEW GENERATION.
SO RELATIVELY SPEAKING, IT'S A RELATIVELY SMALL SLICE OF THE, OF THE TOTAL.
I, I WILL ADD, YOU KNOW, JUST AT A, A QUALITATIVE LEVEL THAT THE MAJORITY OF THIS LOAD THAT HAS HAS NETTED SO FAR HAS BEEN WITH THE EXISTING GENERATION, BUT THIS CATEGORY DOES NOT ONLY INCLUDE EXISTING GENERATION.
AND THE, THE NET EFFECT ON, YOU KNOW, TOTAL, UH, TOTAL DEMAND IS, IS EFFECTIVELY THE SAME.
IT'S A MEGAWATT IN, MEGAWATT OUT.
UM, I DID HAVE ONE VERY, UH, JUST THIS IS A, JUST A QUESTION ON SLIDES TWO AND THREE ON THE, THE MOST RECENT TOTAL THERE AT THE TOP.
IT, IT, IT ADDS UP TO 200, 2.3 MM-HMM
AND THEN ON SLIDE THREE, THE 2030 NUMBER IS 205.4.
AND I REALIZE THAT'S A RELATIVELY SMALL DIFFERENCE.
IS THERE, IS THERE SOMETHING THAT'S DIFFERENT BETWEEN THOSE TWO? NO, I'D HAVE TO, I'LL HAVE TO CHECK ON THAT.
UH, IT, THEY, THEY, THEY SHOULD ADD UP TO THE SAME NUMBER.
SO IT, IT IS POSSIBLE THAT WE MAYBE PULLED THOSE TWO GRAPHS AT A DIFFERENT POINT, SLIGHTLY DIFFERENT TIMES POINT IN TIME.
I'M NOT SURE WHY THAT'S DIFFERENT.
UH, WE USUALLY CATCH THAT BEFORE IT GETS POSTED.
SO, UM, THAT WAS UNINTENTIONAL.
I JUST WANNA MAKE SURE IT WASN'T SOMETHING THAT WAS, YOU KNOW, A CHANGE IN DEFINITION OR SOMETHING LIKE THAT.
NO, IT, IT, IT, THEY SHOULD ADD UP TO THE SAME NUMBERS.
AND ON THE, THE DATA IN SLIDE THREE I THINK IS, IS REALLY INTERESTING.
AND I, I LIKE TO LOOK AT THAT, UM, KINDA LOOK AT THE TRENDS OF WHAT THIS CHART HAS HAS DONE OVER TIME.
AND IT LOOKS TO ME LIKE, UM, THE 2025 THROUGH SAY 20, 28 PERIOD HAS KIND OF, UM,
[01:30:01]
STEADIED OVER TIME.IT'S, IT'S, YOU KNOW, RELATIVELY FLAT OVER THE LAST FEW MONTHS.
YOU'VE SEEN SOME, I THINK MORE GO INTO THE, THE PLANNING STUDIES, UH, INITIATED CATEGORY, BUT IN AGGREGATE IT'S, IT'S A LITTLE FLAT AND YOU'VE SEEN MORE OF THE, THE GROWTH MORE IN THAT 20, 29, 20 30 TIMEFRAME I REMEMBER BACK WHEN.
UM, AND SO SOME OF THAT MAY BE A DYNAMIC OF IS IT COULD BE PROJECTS MOVING BACK THERE, UH, THEIR INTERCONNECTION TIME, OR IS THAT JUST THERE NEW STUFF COMING IN THAT'S, UM, THAT'S TARGETING THAT LATER TIME? YEAH, I DON'T, I DON'T HAVE ANY FIRM NUMBERS ON THAT.
UM, I, I WOULD SAY IT'S PROBABLY A MIX.
UM, I, I THINK SOME OF IT MAY ALSO JUST BE A, A FUNCTION OF, UM, TIME MARCHING ON, FOR LACK OF A BETTER TERM, THAT, UH, YOU KNOW, WE'RE, WE'RE SEEING LOADS REQUESTING, UM, INTERCONNECTION FURTHER IN THE FUTURE.
AND SOME OF THAT IS, UH, YOU KNOW, A FUNCTION OF WE'RE SEEING MORE SUBMISSIONS FOR LONGER TERM LOADS IN ANTICIPATION OF, UH, PICKER ONE 15 BECOMING EFFECTIVE.
UM, WITH THE NEW DETAIL THAT YOU SHOW ON SLIDE 11, THE, ALONG THOSE LINES, ONE OF THE, I I THINK WHEN Y'ALL FIRST ADDED 2030 TO THE VIEW, SOME OF THE, UM, IF I RECALL, THERE HAD BEEN SOME STUFF THAT WAS SHOWN IN 2029, BUT WAS ACTUALLY 2030, AND SO WE SAW THE 29 NUMBER GO DOWN AND THEN 2030 POP UP IS, ARE WE SEEING SOME OF THAT PLAY OUT HERE? OR IS, IS, IS THERE ANYTHING THAT'S, YOU KNOW, BEYOND THE 20 30, 20 31 WINDOW THAT'S MOVED FORWARD? I WILL HAVE TO CHECK ON THAT.
CERTAINLY THOSE, THOSE TWO PROJECTS IN 2031, UH, ON THIS GRAPH WOULD'VE BEEN LUMPED INTO 2030 ON SLIDE THREE.
UM, SO I, I'D HAVE TO CHECK IF THERE'S ANYTHING BEYOND 2031 THAT WE'RE TRACKING RIGHT NOW.
UH, BUT IT, I WOULD EXPECT IT TO BE A SMALL NUMBER.
AND IS IT A FAIR ASSUMPTION ON THIS SLIDE THAT EVERYTHING UP UNTIL Q3 OF 2025, ALL OF THAT IS ACTUALLY OBSERVED IN SERVICE? YES.
AND IS THAT APPROVED TO ENERGIZE OR OBSERVED ENERGIZED ON THE, FROM THE LOAM MOUNT SIDE? UH, IT WOULD, UH, LET'S SEE, LET'S GO BACK TO YOU.
NO, I THOUGHT WE HAD ONE BY ME WIFE, BUT, UH, ANY CASE, UM, IT WOULD BE PROBABLY APPROVED TO ENERGIZE.
UM, BUT YOU KNOW, I, I WOULD REFER YOU BACK ALSO TO SLIDE THREE, WHICH GIVES THAT BREAKDOWN OF WHAT IS, UM, OBSERVED ENERGIZED VERSUS APPROVED TO ENERGIZE.
THANK YOU AG AND I'LL PASS THE WITNESS.
ACTUALLY, I'LL LET THE, I'LL PASS ON THE WITNESS FOR THIS TIME.
THESE TWO ANSWERED, GOT MOST OF MY QUESTIONS TAKEN CARE OF, AND I APPRECIATE EVERYTHING YOU GUYS ARE DOING ON THIS.
OKAY, BRIAN, I I'M GONNA DOUBLE DOWN ON THE APPRECIATION.
I WISH JULIE WAS HERE TO HEAR THIS BECAUSE I THINK THERE'S JUST SO MUCH THIRST FOR THIS.
UM, AND SO THANK YOU FOR THE EXTRA DETAIL AND ALSO SUPPORT THE COMMENTS FROM MR. BARNES ABOUT, UH, JUST POSTING THIS ON THE LARGE LOAD PAGE.
UM, SLIDE NINE, I'M A LITTLE BIT CONFUSED BY, UM, BECAUSE, AND THIS QUESTION COMES FROM THE CONTEXT OF THE LOAD FORECAST, UH, WHERE I THOUGHT, UH, THE LOAD FORECAST WAS DISCOUNTED BY, UH, TSPS THAT WEREN'T LOAD SERVING OR DIDN'T HAVE THE ABILITY TO SERVE LOAD.
AND SO, UM, ARE, ARE ANY OF THESE, I GUESS, KIND OF DOUBLE COUNTED OR HOW, HOW IS THAT MANAGED? ARE YOU UNDERSTANDING MY QUESTION? YEAH, I, I DON'T HAVE AN ANSWER FOR THAT AT THE MOMENT.
UM, YEAH, IT, IT, I, I'D HAVE TO CHECK WITH THE LOAD FORECASTING TEAM TO BE ABLE TO ANSWER THAT.
I, I DON'T HAVE THAT ANSWER HANDY.
I JUST, IF, UM, IF THEY'RE NOT, IF, IF IT NEEDS TO COME FROM SOME OTHER UTILITY THAT CAN SERVE LOAD, IT JUST, IT SEEMS LIKE THAT PART OF THE STACK SHOULD BE SOMEWHERE ELSE.
UM, THAT, THAT WAS, UM, MY QUESTION.
UM, I'M CURIOUS IF WE COULD GET, UH, SOME KIND OF BREAKDOWN HERE THAT'S LIKE A STACK BAR CHART THAT SHOWS LARGE LOADS THAT ARE CO-LOCATED VERSUS FRONT OF THE METER.
UM, WE CAN LOOK AT BRINGING THAT.
I, I THINK THAT SHOULD BE DOABLE.
[01:35:01]
YEAH, THAT, THAT WE COULD, WE COULD TAKE THAT ONE BACK.I MEAN, I HAVE KIND OF A GENERAL SLIDE EARLIER, BUT I JUST, IF IT'S POSSIBLE TO HAVE THAT EXTRA DETAIL, THAT WOULD BE APPRECIATED.
NEIL LANCIA, UM, I GOT A COUPLE QUESTIONS AG, SO BEAR WITH ME.
UM, THE FIRST ONE IS, HAVE ANY LOADS REQUESTED TO ENERGIZE SINCE THE JUNE 23RD MARKET NOTICE? NO.
UM, THE SECOND ONE IS LOOKING AT, I BELIEVE IT'S SLIDE THREE THAT HAS THE PLANNING STUDIES APPROVED IN PURPLE.
UM, DO WE HAVE, I'VE BEEN ASKING THIS, YOU KNOW, FOR SEVERAL MONTHS NOW, AND I'M JUST CURIOUS IF WE HAVE ANY INSIGHT OR ANY CLOSER TO, OR UNDERSTANDING HOW MUCH OF THOSE ARE APPROVED PENDING AN RPG REVIEW AND WHETHER THAT RPG REVIEW HAS BEEN SUBMITTED, APPROVED, OR WE'RE STILL WAITING FOR THAT TO COME THROUGH OR NOT.
SO EVAN, COULD YOU REPEAT THE FIRST PART? WERE YOU REFERRING TO THE AREA IN PURPLE? YEAH, SO ALL OF THE LOADS THAT ARE CONSIDERED PLANNING STUDY APPROVED.
SO I KNOW THAT, THAT Y'ALL WILL APPROVE LOADS CONTINGENT ON TRANSMISSION UPGRADES.
SO, UM, THE, THE, SO THE, THE, I THINK WE'RE REALLY TALKING ABOUT THE, THE GRAY AREA.
THOSE ARE THE, THE PLANNING STUDIES APPROVED AND OCCURS TO, OH, APOLOGIES, PROBABLY SHOULD COLOR, COLOR CODE THE, UH, THE, THE LEGEND THERE.
UM, SO THE ANSWER IS, UH, SOME OF THOSE ARE APPROVED PENDING RPG UPGRADES, AND YOU CAN SEE THAT IN THE FACT THAT THOSE, UH, THAT THE SIZE OF THAT SECTION GROWS OVER TIME.
UM, SO SOME OF THOSE LOAD AMOUNTS ARE, UH, PENDING RPG PROJECTS THAT WOULD COME IN AT A LATER YEAR, AND THEN THAT WOULD BE, UH, INCREASE THE AMOUNT OF APPROVED MEGAWATTS AT THAT POINT.
CAN, CAN WE, IN THE FUTURE THOUGH, JUST GET A BREAKDOWN OF HOW MUCH IS IN THAT CATEGORY, AND I MEAN, UNDERSTANDING THAT THE LARGE LOAD TEAM WOULD APPROVE IT BASED OFF AN LCP THAT IS SEPARATE FROM WHAT COULD BE APPROVED IN RPG.
SO JUST UNDERSTANDING WHAT HAS AN LCP THAT WOULD FOLLOW THAT CONFIGURATION? LIKE YOU'RE SAYING WORD RAMP UP OVER TIME FOR TRANSMISSION UPGRADES, AND HOW MUCH OF THAT HAS A TRANSMISSION UPGRADE APPROVED AND HOW MUCH IS WAITING TO STILL GO THROUGH THE PROCESS? WE CAN LOOK AT THAT.
I, I, I HESITATE TO SAY THAT THAT WOULD BE EASY TO DO GIVEN THE CURRENT TRACKING SYSTEM WE HAVE.
UM, I THINK THAT COULD BE, COULD BE LOOKED AT AS A FUTURE UPGRADE, BUT I, I I, I DON'T KNOW HOW SOON WE COULD BRING THAT.
I'LL JUST FLAG THAT, THAT THAT'S DEFINITELY SUPER IMPORTANT JUST TO, TO GET THAT VIEW.
UM, I THINK IT'S SLIDE 11, UM, THE ONE THAT SHOWS THE IN-SERVICE DATES.
SO THERE'S OBVIOUSLY A HUGE CLIFF THERE RIGHT IN, IN Q4 COMING UP REALLY SOON.
AND I'M JUST CURIOUS HOW Y'ALL HANDLE THAT.
I MEAN, I'M, I'M ASSUMING NOT 27 PROJECTS, 10 GIGAWATTS ARE GONNA BE APPROVED TO ENERGIZE, RIGHT? SO LIKE WHAT WOULD YOU DO AT THE END OF THE YEAR TO ALL THOSE PROJECTS THAT ARE NOW STILL? YEAH, SO WE, WE DO A PERIODIC, UM, QUERY OF THE TRANSMISSION, UH, SERVICE PROVIDERS TO IDENTIFY IF CUSTOMER SCHEDULE HAS CHANGED.
UM, AND SO THAT WILL, WILL BE OCCURRING IN THE NEAR FUTURE.
IT'S UNLIKELY THAT 27 PROJECTS WILL ENERGIZE IN Q4.
UM, AND SO, UH, THOSE NUMBERS WILL LIKELY CHANGE EITHER BY THE UPCOMING TAC MEETING OR THE, THE ONE AFTER.
AND, AND, BUT, BUT IT, THESE ARE THE, THE DATES THAT WE CURRENTLY HAVE, UH, IN FRONT OF US.
AND SO DO YOU LIKE, REACH OUT TO THOSE ENTITIES TO ASK FOR AN UPDATED DATE OR YOU JUST AUTOMATICALLY MOVE THEM BACK A YEAR OR, UH, ERCOT DOES NOT HAVE A RELATIONSHIP WITH THE CUSTOMERS DIRECTLY.
WE, WE QUERY THE TRANSMISSION SERVICE PROVIDERS TO DETERMINE IF THERE'S BEEN A CHANGE.
UM, AND THEN LAST QUESTION, I'M LOOKING AT SLIDE NINE AND WITHOUT, YOU KNOW, PLAYING MY HAND TOO MUCH HERE, SOME, SOME OF THESE NUMBERS JUST LOOK A LITTLE OFF TO WHAT I WOULD'VE EXPECTED, UH, BASED ON PROJECTS I'M PERSONALLY FAMILIAR WITH AND WITH REGARDS TO THE ONES THAT ARE CONSIDERED PLANNING STUDIES APPROVED.
AND SO I JUST WANT TO GET CLARITY WHAT EXACTLY PLANNING STUDIES APPROVED MEANS IN THIS CONTEXT.
IS IT THE APPROVAL OF THE STEADY STATE STABILITY STUDY SHORT CIRCUIT? DOES IT NEED AN IA SIGNED? IS THIS ALSO ACCOUNTING FOR ANY SSOS THAT MIGHT BE NEEDED? JUST WHERE IS THAT LINE DRAWN? UH, DO, DO YOU CHARACTERIZE IT CORRECTLY? IT DOES NOT NEED A, IT IS SEPARATE FROM SIGNING OF AGREEMENTS.
IT'S THE PLANNING STUDIES, SO STEADY STATE, SHORT CIRCUIT AND, UH, DYNAMIC STABILITY.
SO IT DOES NOT INCLUDE THE SSO,
[01:40:01]
I WILL HAVE TO GO BACK AND DOUBLE CHECK WITH THE, THE TEAM ON THAT ONE, WHETHER OR NOT THAT IS INCLUDED IN, IN THE BUCKET OR NOT.I KNOW, YOU KNOW, WITH THE LANGUAGE IN PICKER ONE 15, IT WILL NOT BE REQUIRED UNTIL, UH, INITIAL ENERGIZATION.
HOWEVER, YOU KNOW, I THINK AS WE'VE SAID AT LARGE LOAD WORKING GROUP, WE'RE STILL IN THE PROCESS OF, OF GETTING ALL OUR INTERNAL SYSTEMS UPDATED TO ALIGN WITH THAT LANGUAGE.
SO I'LL HAVE TO CHECK IF THAT'S BEEN DONE YET OR NOT.
UH, I JUST HAD ONE QUESTION ABOUT SLIDE EIGHT.
SO IS THERE A DIFFERENCE BETWEEN THE STUDY TIME AT ERCOT? IF THE LOAD IS THREE GIGAWATT VERSUS A HUNDRED MEGAWATTS? THERE'S NO DIFFERENCE IN, UH, YOU KNOW, THE, THE STUDY IS PERFORMED BY THE INTERCONNECTING TSP AND REVIEWED BY ERCOT, AND THERE IS NO DIFFERENCE IN THE REVIEW PROCESS FROM THE ERCOT SIDE BASED ON MEGAWATTS.
HOWEVER, I WILL SAY THAT THE LARGER THE PROJECT, THE MORE LIKELY THAT WE ARE GOING TO SEE OVERLOADS IN THOSE STUDIES THAT MIGHT NECESSITATE, UH, TRANSMISSION UPGRADES.
AND THAT ALSO TENDS TO INCREASE THE NUMBER OF QUESTIONS WE MIGHT HAVE FOR THE TSP.
AND SO THAT CAN PROLONG THE REVIEW TIME.
IN OTHER WORDS, WHAT I'M REALLY SAYING THERE IS THE SMALLER PROJECTS TEND TO ALSO HAVE SIMPLER STUDY RESULTS TO, TO EVALUATE AND APPROVE.
AND SO THERE I WILL SAY THE REVIEWS PROBABLY WILL BE SHORTER THAN THE, THE THOUSAND MEGAWATT REQUESTS.
AND ON SLIDE 10, THE PROJECT SUBMITTAL DAY, IS IT THAT TO ERCOT LIKE, UH, TSP DID THE STUDY? OKAY, SO, SO WE DO HAVE, UM, A SCOPING PROCESS.
UH, AND SO REALLY THIS IS THE, THE COUNT OF WHEN WE FIRST LEARN ABOUT THE PROCESS.
SO IT MAY NOT INDICATE THE STUDIES HAVE BEEN PERFORMED YET.
IT'S REALLY WHEN THAT INFORMATION IS FIRST SUBMITTED TO ERCOT, AND THEN WE BEGIN THE, THE, THE SCOPING PROCESS.
UM, SO IT'S REALLY A MEASURE OF HOW MANY, UH, REQUESTS HAVE BEEN SUBMITTED TO ERCOT, NOT NECESSARILY MOVE FORWARD TO STUDIES, BUT DURING THE PRIOR MONTHS.
IT'S NOT LIKE ERCOT DIDN'T KNOW THERE WAS A LARGE QUEUE IN THE TSP, THOUGH.
IT'S NOT LIKE SUDDENLY ERCOT IS SURPRISED.
YOU ARE ALREADY HAVE SOME VISIBILITY, DON'T YOU? CORRECT.
BUT THIS IS, UH, YOU KNOW, I THINK WHAT, WHAT I'M REALLY TRYING TO CONVEY IN THIS SLIDE IS THAT THIS IS THE POINT AT WHICH, UH, THIS WORK COMES TO THE ERCOT LARGE LOAD INTERCONNECTION PROCESS, AND WE'VE SEEN THIS WAVE OF NEW REQUESTS IN THE PAST YEAR.
AND THE LAST ITEM IS LIKE PUBLIC ANNOUNCEMENT TOMORROW TO OPEN MEETING.
I THINK ERCOT FILED SOME SLIDES REGARDING THIS LARGE LOAD INTERCONNECTION PROCESS.
SO WE EXPECT SOME DISCUSSION AT OPEN MEETING.
UM, CHRIS, UM, I HAD A QUESTION ON SLIDE 11.
SO IT'S A LITTLE BIT BUILDING OFF OF EVAN'S QUESTION.
DO WE KNOW, I'M ASSUMING THESE PROJECTS HAVE AT LEAST PUT IN PLANNING STUDIES OR IS THIS, YOU KNOW, WHAT'S THE BIFURCATION OF EACH QUARTER? WHAT HAS, IS IT LEAST UNDER REVIEW IN THE
UM, SO RIGHT NOW THERE'S NOT THAT, THAT GRANULARITY IN THIS GRAPH.
AND THEN MAYBE THIS IS MORE EASILY VISIBLE AND IN SLIDE THREE, BUT FOR THOSE APPROVED TO ENERGIZE AND GO GOING INTO OBSERVED ENERGIZED, WHAT'S THE PROCESS FOR THEM TO ENERGIZE? SO THERE IS, UH, DEPENDS ON IF THEY'RE NETTED WITH A GENERATION RESOURCE OR A STANDALONE, UH, LARGE LOAD.
UH, THE GENERAL PROCESS IS THE SAME.
UM, THERE ARE ADDITIONAL REQUIREMENTS FOR AN NETTED RESOURCE, BUT WHEN THEY'RE READY TO ENERGIZE, THEY SUBMIT A REQUEST TO ERCOT.
SO IF IT'S A NETTED LOAD, IT SUBMITS, UH, CHECKLIST ONE FROM THE GENERATION INTERCONNECTION PROCESS.
IF IT IS A STANDALONE LARGE LOAD, UH,
[01:45:01]
AS OF THE SUMMER, IT SUBMITS A SEPARATE DEDICATED CHECKLIST.THE TSP SUBMITS A SEPARATE DEDICATED CHECKLIST TO ERCOT TO REQUEST THAT ENERGIZATION.
AND AS A FOLLOW ON, HAVE Y'ALL DENIED ANY ENERGIZATION BETWEEN APPROVED TO EN ENERGIZED BUT NOT OPERATIONAL AND GOING ACTUAL, OR MAYBE THIS IS APPROVED PLANNING AND INTO ENERGIZED, UH, BASED ON SORT OF THE RECENT REQUIREMENTS THAT Y'ALL PUT OUT? IN THE INTERIM, WE HAVE NOT RECEIVED SINCE THE JUNE MARKET NOTICE, WE'VE NOT RECEIVED A REQUEST FOR ENERGIZATION.
UH, SLIDE TWO, AGAIN, THIS IS WHERE WE SHOW THE BREAKDOWN TOTAL INTERCONNECTION QUEUE, UH, CO-LOCATED GENERATION VERSUS STANDALONE.
I KNOW SENATE BILL SIX JUST CAME EFFECTIVE IN JUNE, BUT OF THE STANDALONE, DO YOU HAPPEN TO KNOW HOW MUCH OF, UH, THOSE LARGE LOADS HAVE BACKUP GENERATION? WE DO NOT HAVE THAT INFORMATION YET.
HOW DO YOU, IS THAT GONNA BE LIKE AN RFI TO THE CUSTOMERS OR THE TSPS WILL HAVE TO PROVIDE IT? I'M JUST KINDA CURIOUS.
UH, YEAH, I DON'T WANNA SPECULATE RIGHT NOW.
AND THEN MY SECOND QUESTION WAS, DO YOU HAPPEN TO HAVE A STATUS UPDATE ON THE IMPLEMENTATION OF NPR 1267, WHICH IS THE LARGE LOAD IN OUR CONNECTION QUEUE UPDATE REPORT? YEAH, I, I DON'T, UM, AT THE MOMENT, UH, I THINK IT WOULD, WE'RE, WE'RE LOOKING AT IT, UM, IN CONCERT WITH, UH, BRINGING THE, UM, UH, UNBOXING PICKER ONE 15.
AND SO WE'RE LOOKING TO TRY AND ACCOMPLISH THAT BY THE END OF THE YEAR.
SHANE? YEAH, THANK YOU SHANE, THOMAS.
SHE, UM, YEAH, REALLY APPRECIATE ALL THE INFORMATION THAT WE'RE DOING AND CONTINUING TO PROVIDE US WITH BETTER AND BETTER INFORMATION.
THIS ALSO POINTS TO THE, AS HAS BEEN NOTED, THE MASSIVE AMOUNT OF WORK THAT LAYS BEFORE YOUR TEAM.
UM, SO ONE OF THE THINGS I WANT TO TALK ABOUT IS, YOU KNOW, AS THIS QUEUE IS BUILDING UP, UH, HOW CAN WE WORK TO MAKE THE PROCESS MORE EFFICIENT FOR YOU GUYS AND GET EVERYONE, AND TO GET THINGS TO WHERE WE CAN START WORKING OUR WAY THROUGH THIS QUEUE MORE.
UM, AND SO WHAT, WHAT DOES ERCOT NEED, OR WHAT, WHAT DOES ERCOT SEE AS THE BEST WAY TO GET SOME OF THESE GUYS INTO MORE PROCESS BUCKETS? WELL, I, I WOULD ENCOURAGE YOU TO COME TO LLWG ON FRIDAY.
I THINK THAT'LL BE ONE OF THE TOPICS OF DISCUSSION.
UM, YOU KNOW, I I, I'LL JUST SAY IN THIS FORM, I THINK ERCOT RECOGNIZES THAT THERE HAVE BEEN, UM, SOME CHALLENGES WITH THE EXISTING INTERCONNECTION PROCESS.
UH, IT REALLY, YOU KNOW, I THINK NOT, NOT A CONTROVERSIAL THING TO SAY THAT IT HASN'T SCALED WELL TO THIS MUCH LOAD.
YOU KNOW, AGAIN, I, I'M JUST GONNA PUT
UM, AND IT WASN'T LIKE THE, THE QUEUE WAS SMALL BEFORE THAT.
SO, UM, I THINK THERE, THERE'S A QUITE A BIT OF DISCUSSION BOTH AT LLWG AND INTERNALLY ABOUT ALTERNATE APPROACHES THAT WE COULD TAKE TO STUDYING THESE LOADS.
I DON'T, UH, THINK WE'RE QUITE READY TO TALK ABOUT THAT, UM, UH, HERE YET, BUT, YOU KNOW, IT IS A, A TOPIC THAT WE'RE FOCUSED ON.
UM, I THINK IMPLEMENTATION OF, OF SB SIX IS GOING TO HELP AS WELL.
UH, ADDITIONAL INFORMATION WILL HOPEFULLY HELP, UM, THE OVERALL PROCESS, UH, YOU KNOW, BRINGING SOME MORE CERTAINTY.
UH, BUT, YOU KNOW, THE, THOSE ARE THE, THE THINGS THAT, THAT WE'RE LOOKING AT RIGHT NOW.
LOOKING FORWARD TO THE DISCUSSION FRIDAY.
UM, AND THEN I ALSO HAD A QUESTION ON WHICH OF THESE, UH, THESE COUNTS, ARE ANY OF THEM INCLUSIVE OF LIKE THE EXPECTED RAMP RATE OR THEY JUST PUT THE FULL LOAD AT THE, UH, FIRST ENERGIZATION DATE? SO, UM, IT DOES ACCOUNT FOR, UH, LET'S SEE HERE, THE, THE RAMP RATE.
UM, SO FOR EXAMPLE, YOU KNOW, I THINK EVAN ASKED A QUESTION ABOUT, YOU KNOW, FOR APPROVED PLANNING STUDIES, IS IT ACCOUNTING FOR THAT GROWTH? AND SO YOU CAN SEE IN THAT AREA, YOU KNOW, THAT DOES GROW OVER TIME.
UM, WE'RE, WE'RE WANTING TO IMPLEMENT SOME MORE KIND OF GRANULAR HANDLING OF THAT.
SO MAYBE, UH, MORE, UH, GRANULAR THAN ANNUAL RAMPS.
BUT, UH, IT DOES INCLUDE THAT.
UM, FOR THINGS LIKE THE IN-SERVICE DATE, THE ANSWER IS, UH, A LITTLE BIT MORE COMPLICATED BECAUSE, UM, IF SOME OF THE PROJECT THAT OF THE ORIGINAL REQUEST MOVES FORWARD RIGHT AWAY AND SOME
[01:50:01]
IS WAITING ON AN UPGRADE, YOU'RE GONNA GET THAT COUNTED AS TWO SEPARATE IN SERVICES.AND SO SOME OF IT MIGHT COME SOONER AND SOME OF IT MIGHT COME LATER.
YEAH, THAT'S HELPFUL WHEN TRYING TO THINK ABOUT THESE NUMBERS.
UM, AND YEAH, ALSO REITERATE HOW GREAT IT WOULD BE FOR THESE TO BE IN ONE CENTRAL LOCATION SO THAT WE CAN PULL THEM ALL THESE YEAH, WE CAN, WE CAN LOOK AT THAT.
THANK YOU MARTHA, THANKS FOR BEING HERE TODAY, AG MARTHA HENSON FROM ENCORE.
UM, I HAD A QUESTION ABOUT SLIDE NINE.
UM, BRIAN POINTED OUT EARLIER THAT THERE ARE TSPS REFLECTED ON THIS CHART THAT ARE SUBMITTING PROJECTS INTO LILLI WHO DO NOT ACTUALLY SERVE LOAD.
UM, MY MEMORY IS PICKER ONE 15 HAS SOME PROVISIONS THAT WILL ENSURE THE UTILITY THAT SERVES LOAD ASSOCIATED WITH THOSE REQUESTS ARE PROPERLY INCLUDED IN THE PROCESS, BUT I DON'T THINK THAT LANGUAGE HAS GONE LIVE YET.
SO IS ERCOT DOING ANYTHING TODAY, UH, IN INSTANCES WHERE IT'S NOT OBVIOUS TO YOU THAT THAT LOAD SERVING UTILITY KNOWS ABOUT THESE REQUESTS TO ENSURE THAT THEY ARE INCLUDED IN THE PROCESS AS THOSE TRANSMISSION ONLY LOAD REQUESTS IN LILLI MOVE FORWARD? YEAH, THAT'S A GOOD QUESTION, MARTHA.
UM, SO THE, THE ANSWER, WE TRY TO CAPTURE THAT IN THE SCREENING, UH, NO, SORRY, THE, THE, UH, SCOPING PROCESS.
UM, I, I DON'T THINK THAT'S PERFECT YET.
AND YOU KNOW, I, I THINK ONE OF THE THING I'D ADD ABOUT THIS IS, UM, THIS SLIDE ALSO REALLY REFLECTS THE ENTITY THAT'S PERFORMING THE INTERCONNECTION STUDIES.
AND I KNOW THAT'S, THAT'S THE CONCERN BEHIND YOUR QUESTION.
UM, BUT YOU KNOW, I WILL JUST ADD THAT THAT SAME LANGUAGE IN FIGURE ONE 15, UM, DOES ALLOW FOR A DIFFERENT TSP THAN THE CERTIFICATED, UH, TDSP TO BE DESIGNATED AS THE LEAD FOR THE STUDIES.
AND SO THAT, THAT CAN ALSO DRIVE A DISCREPANCY, YOU KNOW, BETWEEN THIS GRAPH AND, UH, UH, YOU KNOW, THE, THE LOAD FORECAST AS WELL.
BUT TO CIRCLE ALL THE WAY BACK TO YOUR ORIGINAL QUESTION, UM, THE SCOPING PROCESS OF WHERE WE TRY TO CATCH THAT.
UM,
SO BUILDING OFF OF CHRIS' QUESTION, I KNOW YOU SAID NO LOADS HAVE REQUESTED APPROVAL TO ENERGIZE SINCE THE MARKET NOTICE CAME OUT, BUT HOW YOU ANSWERED IT KIND OF IMPLIED THAT MAYBE THERE ARE REQUIREMENTS THAT WOULD BE NEW.
SO I'M JUST WONDERING IF, IF THAT'S NOT TRUE, I WOULD LOVE TO CORRECT THAT RIGHT NOW, BUT IF I WERE TO REQUEST ENERGIZE SAY TOMORROW, WHAT WOULD I NEED TO GO THROUGH THAT WAS KIND OF HIGHLIGHTED IN THAT MARKET NOTICE, IF ANYTHING, SO THE ONLY THE JUNE MARKET NOTICE ESTABLISHED A REQUIREMENT THAT THE LOAD COMPLETE THE DWG LARGE LOAD SURVEY PROVIDE UPDATED, UH, DYNAMIC MODELS TO ERCOT AND HAVE THAT REVIEWED, UM, AND THEN BE INCLUDED IN AN INTERIM ERCOT LARGE LOAD RIDE THROUGH ASSESSMENT.
UM, I THINK WE'LL HAVE MORE TO SAY ON THE PROCESS FOR THAT ON FRIDAY.
UM, BUT THAT REMAINS A REQUIREMENT BEFORE ENERGIZATION WILL BE GRANTED.
BUT THERE, YOU KNOW, I I THINK THERE WAS SOME CONFUSION OVER, UH, THE RECENT MARKET NOTICE CLARIFYING THAT A FORM IS REQUIRED BEFORE, UH, ENERGIZATION CAN BE GRANTED, THAT IS NOT A NEW REQUIREMENT.
THAT WAS JUST CLARIFYING THAT THAT IS SOMETHING THAT HAS TO BE DONE BEFORE ENERGIZATION IS APPROVED.
AND THEN JUST TO BE EXTRA CLEAR, SO WE WOULD BE REQUIRED TO GO THROUGH THIS NEW INTERIM ASSESSMENT FOR VOLTAGE RIDE THROUGH, IS THAT, AND I, I CAN APPRECIATE IF THERE'S GONNA BE MORE INFORMATION ON FRIDAY, BUT IS THAT LIKE A THING THAT'S CREATED ALREADY, LIKE WE'RE READY TO GO TODAY? UM, LIKE WHAT HAPPENS DEPENDING ON THE OUTCOME OF THAT STUDY? YEAH, I, I AM GONNA HAVE TO REFER YOU TO THE PRESENTATION THAT'LL BE GIVEN ON FRIDAY.
MAD CHAIR, MIKE WISE, GOLDEN SPREAD.
UH, KIND OF A QUESTION RELATED TO ALL THIS, UH, PROBABLY FOR KEITH, BUT, UH, IF YOU LOOK AT THIS SLIDE RIGHT HERE, UH, WE KNOW IN THE PANHANDLE HUGE NUMBER OF, UH, OF LOADS THAT ARE REQUESTING INTERCONNECTION AND ARE CURRENTLY IN THE PROCESS.
SOME ARE ACTUALLY OPERATING, UH, OFF OF WET AND ENCORE TRANSMISSION UP IN THE CREST LINES.
MY QUESTION IS, IS ERCOT CONSIDERING, OR WOULD THEY CONSIDER DEVELOPING A, A NEW LOAD ZONE CALLED, LET'S SAY THE PANHANDLE LOAD ZONE SUBSTANTIALLY DIFFERENT THAN THE WEST LOAD ZONE AND CARVE THAT OUT OF THE WEST TO CREATE ITS OWN, BECAUSE WE ARE GOING TO HAVE A SUBSTANTIAL MEGAWATT TOTAL IN
[01:55:01]
THE PANHANDLE.THIS IS SOMETHING WE DIDN'T REALLY CONCEIVE OF WHEN THE CREST LINES WERE BUILT.
HOWEVER, USE OF THOSE LINES CAN GO BOTH WAYS, AND WE'RE SEEING SUBSTANTIAL NUMBER OF REQUESTS AND I CAN TELL YOU THERE'LL BE MORE, UH, AND THERE ARE SEVERAL LOADS REALLY INTERESTED IN CONNECTING UP HERE THAT HAVEN'T EVEN, UH, STARTED THE PROCESS YET.
SO, UH, AGAIN, IS THERE A PROCESS OR DO YOU AT ERCOT KNOW OF ANYTHING THAT'S GOING ON? WE COULD CREATE A PANHANDLE LOAD ZONE.
I, I AM NOT AWARE OF ANYTHING EXPLICIT AT THIS TIME ABOUT CREATING A PANHANDLE LOAD ZONE.
UM, UH, BUT I DO KNOW THAT GENERALLY THERE HAS BEEN DISCUSSIONS ABOUT WAYS TO MODIFY THAT.
BRIAN, DO YOU WANNA CORRECT SOMETHING? YEAH, I MEAN, WE HAVE A PROCESS IN THE PROTOCOLS ON HOW TO ESTABLISH LOAD ZONES, AND I THINK IT'D BE GREAT FOR A SPONSOR TO, TO DO THAT.
SO I THINK PART OF THE, THE ANSWER IS I'M NOT AWARE OF ANYBODY DOING THAT RIGHT NOW, BUT I THINK BRIAN'S POINT IS THERE'S A PROCESS TO DO THAT SHOULD SOMEBODY BE INTERESTED.
YEAH, I WAS AWARE OF THE PROCESS.
IT'S ONE IF WONDER IF ANYBODY HAD STARTED THAT YET.
SO, UH, IT MIGHT BE THAT IT'S SOMETHING WE'LL TAKE A LOOK AT AT SPONSORING OURSELVES.
UH, WHAT'S THIS IS SLIDE TWO, UH, THE LARGE LOAD CO-LOCATION.
UM, ARE ANY OF THE CO-LOCATED, UH, GENERATORS THAT ARE IN THE TOP BLUE BAR ARE, IS THERE A SINGLE ONE THAT'S NOT ON THE STANDALONE GENERATOR LIST IN THIS CHART? UH, IT, I'M SORRY.
IS THE QUESTION WHETHER OR NOT ALL OF THE, UH, CO-LOCATED LOADS ARE INCLUDED ON THE STANDALONE, UH, UH, GENERATION CHART? IS THAT YEAH.
UH, THE, FOR THE GENERATORS THAT WOULD BE ASSOCIATED WITH THE CO-LOCATED LOADS OR ALL OF THOSE GENERATORS ON IN THE STANDALONE GENERATOR LIST? I DON'T HAVE THE, THE ANSWER TO THAT HANDY.
UM, I BELIEVE THE ANSWER IS NO.
THERE ARE SOME NEW, NEW GENERATION INCLUDED IN THESE NUMBERS.
THERE'S NOT AN INTENTIONAL BREAKOUT BETWEEN THE TWO.
IS THERE A WAY TO, I MAYBE GET SOME MORE SEGMENTATION OF THAT? I'M NOT ASKING FOR NAMES OR ANYTHING LIKE THAT, I'M JUST KIND OF CURIOUS, UM, IF ANY GENERATOR ESCAPED THE, THE LIST? WELL, I, I THINK IT'S IMPORTANT TO, UM, I GUESS CLARIFY THAT, YOU KNOW, THIS COULD ALSO BE LOAD THAT IS, UH, BEING INCLUDED AS PART OF A NEW, UH, GENERATION INTERCONNECTION REQUEST.
NOT NECESSARILY THE, THIS IS NOT ALL GENERATION LOOKING TO CO-LOCATE WITH, UH, EXISTING, I'M SORRY.
WELL, THAT'S LOOKING TO CO-LOCATE WITH EXISTING GENERATION.
I GUESS MAYBE I NEED TO REPHRASE THE QUESTION TO, UM, TO BE LIKE EXISTING GENERATION VERSUS NEW THAT'S BRINGING ITS OWN GENERATION.
UH, I THINK THAT'S POTENTIALLY THAT, YOU KNOW, THAT THERE WAS A QUESTION I THINK FROM EVAN EARLIER THAT, THAT IT WOULD BE DIFFICULT UNDER THE CURRENT TRACKING SYSTEM TO, THIS MIGHT BE DIFFICULT, BUT WE CAN LOOK AT AT BREAKING IT OUT THAT WAY.
ANY OTHER QUESTIONS OR COMMENTS? I THINK EVERYBODY OR A LOT OF FOLKS ORDERED LUNCH, SO LET'S TAKE SOME TIME TO GO GET THAT AND EAT, UM, AND RECONVENE AT ONE.
I THINK WE HAVE PROBABLY 45 MINUTES TO AN HOUR'S WORTH OF DISCUSSION AFTER THAT, SO WE SHOULD BE WRAPPED UP BY, BY TWO.
SO LET'S TRY TO GET BACK HERE AT ONE AND THEN WE'LL WRAP UP FOR THE DAY AT TWO AG.
I THINK WE'RE, WE'RE DONE UNLESS YOU HAVE PARTYING WORDS FOR US.
ALL RIGHT, SO LET'S, UH, GO GET OUR RESPECTIVE LUNCHES AND, AND MEET BACK HERE AT ONE MATT'S READY.
YEAH, OUR TASK FORCE ALWAYS ORDERS IN LUNCH AND WE HOLD THEM IN THE ROOM, WE LOCK THE DOORS, BATHROOM'S AN ISSUE.
WELL FUN FAXES, WE'RE GETTING STARTED HERE IN A MINUTE.
HOWEVER, ALL MY MONEY GOES TO A AND M RIGHT NOW.
AND AS I'M PAYING MY SON'S TUITION,
[02:00:01]
I THOUGHT HE LOOKED SMARTER.I KNOW I'M GETTING THERE, BUT, UH, BUT MY GOSH, I LOOKED AT MY TUITION FEES FROM WHEN I WAS A FRESHMAN IN 87 UNIVERSITY, TEXAS AT AUSTIN ENGINEERING PROGRAM.
$648 FOR A FALL SEMESTER WITH FOOTBALL TICKETS.
NOW REMEMBER THE DAYS, CAN YOU REPEAT THAT NUMBER? MARTHA WAS DISTRACTING ME.
$652 WAS MY FRESHMAN FALL TUITION IN 1987 TO UT AUSTIN.
IT'S LIKE, LOOK, THIS IS EXPENSIVE BUDDY.
HE'S SMARTER THAN HIS OLD MAN.
ALRIGHT, YOU WANT ME TO GET SERIOUS NOW? SHALL GET SERIOUS.
YEAH, AFTER THAT, UH, BACKHANDED HEADS TO FRATERNITIES.
[12. RTC+B Task Force Report ]
AFTERNOON TAC MEMBERS.IT'S MY PRIVILEGE TO, UH, BE ON THE SHORT, UH, THE SHORT SIDE OF THE TAC MEETING.
I DO WANT TO PROVIDE A LOT OF WHAT YOU'VE SEEN BEFORE, BUT I DO HAVE KIND OF A WALKING AROUND CALENDAR THAT WE USE INSIDE OF ERCOT, WE BEING ME, UH, TO EXPRESS WHAT DOES IT LOOK LIKE TO GET TO GO LIVE.
AND SO THAT'S HOW WE'LL WRAP UP, UH, THE DISCUSSION.
SO THANK YOU AGAIN TACK FOR THE SUPPORT.
ALL OF THE NPR R HAVE MADE IT THROUGH REVISIONS THAT WERE NEEDED.
UH, WE'RE DOWN AT THE BOTTOM OF THE LIST HERE, WHICH IS THE GO LIVE TRANSITION PLAN.
THE CUTOVER HANDBOOK HAS BEEN COMPLETED.
UH, I DON'T THINK WE NEED ANY PROTOCOL GOOD CAUSE EXCEPTIONS FOR GO LIVE.
IT LOOKS LIKE IT'LL BE A FAIRLY SMOOTH TRANSITION WITHOUT HAVING TO TAKE SPECIAL PROCEDURES.
UH, AND THEN WE'RE SHARING OUR OPERATING PROCEDURES, SOME OF WHICH ARE CREATING SOME BUMPS IN THE ROAD THAT WE'LL TALK ABOUT IN A MINUTE.
SO AGAIN, HERE'S YOUR WORK IS DONE.
ALL THE NPRS, UH, GOOD CAUSE EXCEPTION IS THE ONE PIECE THAT WE MAY OR MAY NOT NEED.
ALSO, I DID HIGHLIGHT, I THINK IT WAS THE LAST HACK MEETING THAT NPR 1216, UH, A PIECE OF THAT, THAT'S THE EMERGENCY PRICING, UM, CIRCUIT BREAKER THAT THE PUC PUT IN.
IF PRICES ARE THIS HIGH FOR THIS LONG, WE PUT THE L CAP IN.
A PIECE OF THAT IS GOING IN ALONGSIDE WITH THE PROGRAM.
SO THAT JUST FITS INTO THE MIX OF WHAT GOES LIVE IN DECEMBER.
USING, SEEN THIS SLIDE A HUNDRED TIMES, IT IS OUR PROGRESSION TO GO LIVE.
WE HAVE THE CONNECTIVITY TESTING AND THE NEW TELEMETRY SET UP THAT'S BEEN COMPLETE.
IT WAS RUNNING THE REALTIME MARKETS.
IT'S FUN ACTUALLY, SCED HAS BEEN RUNNING SINCE JULY 7TH CONTINUOUSLY.
AND SO THAT'S WHERE, UM, IN PARALLEL TO THAT HAS BEEN THE TELEMETRY BUILD OUT AND ESTABLISHING ALL THOSE POINTS.
AND WE'RE AT THE END ALMOST OF THE SEPTEMBER OCTOBER PIECE.
UH, SO THE BIG PIECE OF THAT ON THE RIGHT SIDE IS THE SEPTEMBER 11TH WAS OUR FIRST CLOSED LOOP LFC TEST.
THAT WAS THE PRODUCTION TEST FOR TWO HOURS FROM 10 35 TO 1235 ON THAT DAY.
UH, FREQUENCY WAS MAINTAINED WELL, QUEASY FOLLOWED DISPATCH.
AND WE'RE GONNA DO IT AGAIN ON THE 30TH.
UH, THE DAY AHEAD MARKET, WE DID DO A BIGGER, UM, SUBMISSION OUT FOR THE DAY AHEAD.
IF YOU DON'T KNOW ARE 95 QUEASY FOR READINESS AND METRICS ARE QUEASY WITH RESOURCES, BUT THEN THERE'S EVERYONE ELSE.
SO THERE ARE THE MARKETERS ONLY AND ENCOURAGING THEM INTO THE DAY AHEAD MARKET.
AND WE WILL BE PUSHING OUT A NOTICE ABOUT THE CUTOVER ACTIVITIES, THAT THERE ARE SOME CHANGES TO OUR END POINTS, UH, THAT EVERYONE WILL BE AFFECTED BY.
AND IF YOU'RE CURIOUS ABOUT WHAT THE MARKET TRIALS LOOK AT, THIS IS THE LINK TO THE PAGE.
AGAIN, IT'S, IT'S A STEADY AVERAGE OF 150 TO 250 PEOPLE ON THAT CALL.
UM, YOU KNOW, FROM 10 10 30 EACH DAY.
WE HAVE A DEDICATED MAILBOX FOR THIS, UH, FREQUENTLY ASKED QUESTIONS AND THE PAST WEEK'S HIGHLIGHTS.
WHAT WE FOCUS ON IS WE HAD AN OPEN LOOP TEST LAST WEEK AS OCTOBER 16TH.
IT WAS SO GOOD TO FINALLY SEE REASONABLE PRICES.
UH, IF YOU DON'T KNOW, WE'RE RUNNING SKID ALL THE TIME AND WE HAVE FOCUS DAYS, BUT IT'S KIND OF HIT OR MISS.
SO THE PRICES ARE A LITTLE WONKY.
AND THEN FOR THE PRODUCTION TEST, WE SCRIPT IT TO WHERE WE PUT ANCILLARY SERVICE PRICES AT ZERO OR 2000, WHICH IS NOT REASONABLE.
SO OCTOBER 16TH WAS THE FIRST TIME WE SAW ANCILLARY SERVICES IN REAL TIME IN THE 20 CENT TO $20 RANGE INSTEAD OF AT ZERO 2000.
SO IT'S BEEN REALLY GOOD TO SEE THAT, UM, PIECE IN EFFECT.
UM, OUR OUTAGE SCHEDULED, UH, SYSTEM DOES GO INTO A READ ONLY MODE ON OCTOBER 31ST BECAUSE NOVEMBER IS GETTING READY FOR GO LIVE TRIALS ARE OVER AT THAT POINT.
AND WE'LL HAVE A CUTOVER WORKSHOP ON NOVEMBER 13TH.
THIS IS THE WALK AROUND SLIDE IF YOU WANNA TAKE A PICTURE OF IT.
IT'S NOT PRETTY, IT'S KIND OF UGLY ACTUALLY.
BUT UM, IT DOES HIGHLIGHT THE SIX WEEKS TO GO LIVE.
AND WHAT WE'RE AT RIGHT NOW IS AT THE THIRD WEEK OF OCTOBER.
THE LAST WEEK OF OCTOBER IS A VERY HEAVY LIFT.
NEXT WEEK WE ACTUALLY HAVE A TRIPLE HEADER OF MEETINGS THIS COMING MONDAY TO BE READY FOR THAT WEEK ALONE.
UH, AND THEN WE HAVE A CONNECTIVITY PERIOD.
UM, THAT'S FOR IT FOLKS TO SHAKE OUT THAT NEW ENDPOINT I DISCUSSED.
AND THEN IN MID-NOVEMBER, THAT'S WHERE WE'LL HAVE A DEEP
[02:05:01]
DIVE CUTOVER MEETING.IF YOU ARE QUEASY AND YOU'RE ENTERING TRADES AND IT'S DECEMBER 4TH, WHERE DO YOU PUT 'EM? HOW DO YOU PUT 'EM? DO YOU HAVE TO DO EXTRA? SO THAT'S THE DETAILS OF THE CUTOVER ITSELF.
AND ONCE WE GET INTO THAT, UH, THANKSGIVING IS KIND OF A QUIET WEEK.
THE SYSTEMS WILL BE RUNNING, BUT AS WE GET INTO THAT DECEMBER 1ST THROUGH DECEMBER 5TH, EVERY DAY IS A CUTOVER MEETING.
WE'LL HAVE A MARKET TRIALS CALL EVERY DAY TO JUST KEEP ANSWERING THE QUESTIONS, KEEP EVERYONE TO IT.
SO IN TERMS OF A, UM, WHAT THE TASK FORCE FOCUSED ON LAST WEEK WAS, NUMBER ONE IS THE AS DEMAND CURVE.
SO IF YOU REMEMBER 1268 INTRODUCED RAMPS AND PIECES PARTS ON THAT, UM, ON THOSE CURVES THEMSELVES.
UM, AND THEN ALSO THE TEAM, THE ERCOT TEAM CAME BACK WITH THE UPDATED AGGREGATE ORDC CURVE, WHICH IS USING DIFFERENT HISTORICAL DATA UPDATE THE ORDC CURVE, AGGREGATE ORDC CURVE.
AND THEN THEY BUILT AN EXCEL TOOL AND BOTH OF THOSE FILES ARE ON THE HOMEPAGE AT THE BOTTOM.
AND YOU CAN ACTUALLY GO IN AND LOAD IN THE NONS SPIND PLAN AND THE REGULATION PLAN AND HIT DRAW GRAPH AND IT'LL DRAW THE GRAPH OF WHAT THOSE AS DEMAND CURVES LOOK LIKE FOR THOSE HOURS.
SO VERY NICE TOOL, UH, IN TERMS OF THE AS DEPLOYMENT FACTOR DISCUSSION, UH, THERE'S MORE ON THE NEXT SLIDE ABOUT THIS.
UH, THIS IS OPERATOR PARAMETERS AND PROCEDURES FOR SETTING VALUES THAT I'LL EXPLAIN IN A MINUTE.
UH, IT WAS ENOUGH OF A DISCUSSION TO UM, AND IT'S ALSO LATE BREAKING ANALYSIS FOR THAT MEETING.
SO WE'RE HAVING ANOTHER MEETING ON MONDAY TO DO A DEEPER DIVE.
AND THEN THE LAST THING IS THIS MARKET READINESS.
WE DID RELEASE A SEPTEMBER 11TH CLOSED LOOP TESTING RESULTS WHITE PAPER.
WE CAN'T USE A SCORECARD FOR THAT AS A WHITE PAPER OF WHY WAS FREQUENCY CONTROLLED AND HOW WAS IT CONTROLLED.
UH, THE TRANSITION CUTOVER HANDBOOK IS COMPLETE.
AGAIN, THAT'LL DETAILS AS WE GET CLOSER TO GO LIVE.
AND A LOT OF PEOPLE HAVE SAID, WHERE ARE ALL THE REPORT EXCESS DS THAT'S TECHNO SPEAK FOR THE FRAMEWORK OF THE REPORT.
HOW DOES IT CHANGE? UH, SO I CAN CONSUME THAT NEW STRUCTURE? THOSE ARE ALL POSTED.
OKAY, SO THE AS DEPLOYMENT FACTOR DISCUSSION, HERE'S YOUR LITTLE EDUCATION MOMENT, UH, PART OF THE RTC DESIGN WAS THE IDEA OF WHEN YOU RUN RUCK.
SO RUCK IS NOT, WE DO NOT, WE ERCOT, EVEN AFTER RTC GO LIVE, DO NOT RUCK BATTERY PERIOD.
THEY ARE ON THEIR OWN STATE OF CHARGE.
THEY MANAGE AND THEY DO WHAT THEY DO AND THEY'RE ALWAYS ONLINE.
SO THERE'S REALLY NOTHING TO RUCK.
HOW DO YOU RUCK AN ONLINE RESOURCE? SO THERE IS ALSO THIS PIECE OF IT AS THE RUCK IS STUDYING IT AND LOOKING AT THE COPS FOR THE DIFFERENT, UM, RESOURCES INCLUDING BATTERIES AND LOOKING AT THE STATE OF CHARGE AND THINGS.
IT'S, WELL IF WE START DEPLOYING ANCILLARY SERVICES, IS THERE A RISK OF RUNNING OUT OF CHARGE AS YOU'RE DEPLOYING NONS SPIND FOR FOUR HOURS IN THIS SCENARIO? SO THERE'S THESE AS DEPLOYMENT FACTORS, UM, THAT WERE CONSTRUCTED A YEAR AGO.
AND THERE'S HOURLY PARAMETERS FOR EACH ANCILLARY SERVICE TYPE WITH A ZERO TO ONE VALUE, WHICH IS 0% TO A HUNDRED PERCENT VALUES THAT INDICATE IN THE ASSUMED ANCILLARY SERVICE DEPLOYMENT.
UH, SO ERCOT WAS EVALUATING THE HISTORICAL DATA, THIS IS TIKA BROUGHT IT BACK TO THE TASK FORCE LAST WEEK, RAN SOME STUDIES AND SAID, IF WE LOOK AT THESE POTENTIAL VALUES FOR THESE AS DEPLOYMENT FACTORS, THIS IS WHAT R WILL TEND TO DO.
SO AS OCTOBER AS OF LAST WEEK, ERCOT SHARED ITS INITIAL STUDY AND RECOMMENDATIONS OF WHAT THEY'RE MOVING FORWARD ON OR THEIR PLAN TO MOVE FORWARD ON.
AND SO THE IDEA WAS REG UP AND REG DOWN IS A SET A RANGE OF VALUES RANGING FROM 10 TO 70%.
AND THAT'S WHERE NIT COULD PUT UP A HEAT MAP THAT SAID, YOU KNOW, HERE'S HOW OFTEN WE CAN RUN OUT OF REGULATION, UH, DURING ACA INTERVAL.
AND SO THOSE ARE THE TYPES OF PERCENTAGES THAT BE DIALED IN RESPONSIVE RESERVE BECAUSE IT'S KIND OF AN IN AND OUT THING.
IT'S A ZERO AND THEN A WALK DOWN ON SOME NON SPINNING ECRS, WHICH WAS MORE LOOKING AT SAMPLE DAYS TYPE DATA.
AND SO THESE NUMBERS ARE WHAT ARE PLANNED FOR BEING USED IN THE CONTROL ROOM AT GO LIVE AND THEY ARE PARAMETERS THAT CAN BE CHANGED EVENTUALLY AFTER GO LIVE AND STUDIED.
YOU KNOW, KIND OF GET THINGS GOING AND THEN REVISIT AS NEEDED.
UH, SO WE DID OFFER THE, AGAIN, BECAUSE WE POSTED THE STUDY SO LATE, UM, WE HAVE A FOLLOW UP MEETING ON OCTOBER 27TH AND I KNOW SHAMS AT LEAST WILL BE PRESENTING IN ALTERNATIVE VALUES, UH, ESPECIALLY FOR NONS SPIN AND ECRS.
SO AGAIN, THESE VALUES DO NOT NEED APPROVAL.
UH, THEY ARE ERCOT OPERATOR PARAMETERS.
SO THAT'S THE BACKSTORY ON THAT PIECE.
AND THEN IN TERMS OF THE UPCOMING ACTIVITIES, AGAIN, OUR TRIPLE HEADERS OCTOBER 27TH, THE WEEKLY CALL, THIS LFC WORKSHOP, WHICH IS, YOU KNOW, REMINDING PEOPLE WHAT NEEDS TO OCCUR THAT WEEK.
AND THEN THE THREE TO 5:00 PM IS THAT AS DEPLOYMENT FACTOR DISCUSSION I JUST SHARED.
AND THEN THURSDAY, OCTOBER 30TH IS THE CLOSED LOOP LFC TEST FROM 10 35 TO 1235.
THURSDAY, NOVEMBER 13TH IS ANOTHER
[02:10:01]
R-T-C-B-T-F.AND THEN WE'LL BIFURCATE THAT SOMEHOW TO BE ALSO A GO LIVE CUTOVER WORKSHOP.
AND THEN MONDAY, DECEMBER 5TH, UH, FIRST THROUGH FIFTH IS THE GO LIVE.
UM, YOU KNOW, YOU HEAR DECEMBER 5TH ALL THE TIME.
IT'S MIDNIGHT OF DECEMBER 5TH.
IT'S THE MIDNIGHT BETWEEN DECEMBER 4TH AND DECEMBER 5TH.
AND SO THAT'S THE CUTOVER TIME.
AND IF YOU HAVE ANY QUESTIONS, YOU CAN DIRECT THOSE TO ME OR TO THE R TCB@ERCOT.COM.
SO WITH THAT, I'LL SEE IF THERE ARE ANY QUESTIONS.
ANY QUESTIONS FOR MATT? ALL RIGHT, THANK YOU MUCH.
[13. TAC Procedures (Vote) ]
TECH PROCEDURES, WHICH IS A VOTING ITEM.AND CAN YOU TAKE US THROUGH THE CHANGES HERE? YEAH, THESE ARE PRETTY SIMPLE CHANGES.
I BROUGHT THIS UP AT THE LAST TECH MEETING.
UM, AS MANY OF YOU KNOW, WHEN THERE ARE OPPOSING VOTES ON A REVISION REQUEST, UM, ERCOT WILL REACH OUT TO THE OPPOSING PARTIES AND ASK FOR THE REASON FOR OPPOSITION AND WE INCORPORATE THAT INTO THE TAC REPORT, WHICH IS PRESENTED AT THE BOARD AND THEN ONTO THE PUC.
SO WE'RE JUST FORMALIZING THIS PROCESS AND THE ATTACK PROCEDURES.
SO WE'RE JUST ADDING THAT, UM, PARAGRAPH THERE.
SO YOU CAN TAKE A LOOK AT THE PARAGRAPH ON THE SCREEN.
UM, DOES ANYBODY HAVE QUESTIONS OR COMMENTS ON THIS OR CAN WE THROW THIS ON THE COMBO BALLOT COMBO? OKAY.
[14. ERCOT Reports ]
UH, 2025 ANNUAL UFLS SURVEY RESULTS.OKAY, GO AHEAD AND GET STARTED.
FIRST LET ME THANK, IT'S A BIT FAINT, THE ENTITIES, OH, LET ME MAKE SURE MY HEADSETS ON.
YEAH, I THINK YOU'RE A LITTLE BIT FAINT FOR US.
IS THIS BETTER? IT WAS
LET ME TURN OFF MY HEADSET AND SEE IF I CAN JUST DO IT THROUGH THE UH, COMPUTER BECAUSE I'M SORRY.
IS MY AUDIO ANY BETTER? THIS IS SHANE WITH, YES, THIS IS GOOD.
I'LL GO AHEAD AND RUN THROUGH THIS FOR YOU.
UH, SO WE'RE GOING OVER THE BACKGROUND A LITTLE BIT ON THE UFLS SURVEYS AND THE REQUIREMENTS.
SO ERCOT COORDINATES AND CONDUCTS THE 2025 SURVEY WITH THE ERCOT TOSS.
THE SURVEY SERVES TO ENSURE THAT THE REQUIRED AUTOMATIC UFLS LOAD CHECK CIRCUITS ARE CONFIGURED TO PROVIDE THE APPROPRIATE LOAD RELIEF IN AN UNDER FREQUENCY EVENT.
SO THE TABLE BELOW IS TAKEN FROM THE NODAL OPERATING GUIDE SECTION 2.6 0.1.
AND THIS IS JUST KIND OF GETTING EVERYBODY BACK UP TO SPEED.
SOMETIMES WE KIND OF FORGET, UH, SOME OF THE THINGS, THE METRICS THAT WE'RE LOOKING AT HERE.
SO YOU CAN SEE THE BUCKETS THERE.
AND THEN THIS IS JUST A REMINDER OF THAT LANGUAGE THAT'S THERE.
AND IT SAYS THAT ERCOT WILL, PRIOR TO THE PEAK SEASON SURVEY, EACH TS COMPLIANCE WITH THE AUTOMATIC LOAD SHEDDING REQUIREMENTS DESCRIBED IN PARAGRAPH ONE ABOVE.
AND THE REPORT IS FINDING TWO TAC.
AND THE PURPOSE IS OF DETERMINING A TOS COMPLIANCE WITH THIS ANNUAL SURVEY REQUIREMENT, THE TO LOAD WILL BE THE TOTAL AMOUNT OF LOAD BEING SERVED BY THE DSPS AND THAT THE TO REPRESENTS AS WELL AS THE TOS TRANSMISSION LEVEL CUSTOMER LOAD AND THE SPECIFIED TIME OF THE SURVEY.
[02:15:01]
AT THE END HERE AT THE BOTTOM.WE ANNOUNCED THE SURVEY TO OWG, OCTOBER 8TH.
WE SENT OUT A MARKET NOTICE TO THE TOS AND ON MAY 8TH THAT AT 1100, THAT WAS THE DATE AND TIME OF THE SURVEY.
THEN WE SURVEYED THE RESULTS THAT WERE DUE TO US.
WE REVIEWED EVERYTHING AND THEN WE'VE BEEN GOING THROUGH THE WORKING GROUPS TO R OS AND THEN NOW TO TACK WITH THE RESULTS.
SO THESE ARE THE RESULTS HERE FOR THE 2025 ANNUAL UFLS SURVEY.
YOU CAN SEE THAT EVERYBODY MET THE METRICS HERE.
THE FIRST BUCKET, THE 59 3 WAS AT LEAST 5%.
AND AGAIN, THAT'S JUST AT THE 5% AND IT'S AT 8.47%.
NINE OF THE 15% WE'RE AT 18.26.
AND THE NEXT BUCKET IS ANOTHER 15%.
AND THEN THE FINAL BUCKET THERE IS A 25% BUCKET AND IT'S AT 30.66.
AND IF YOU'RE NOT TOO FAMILIAR WITH WHY WE HAVE MULTIPLE BUCKETS WITH THE SAME PERCENTAGES.
WE'RE KIND OF HAVE SOME REFRESHER SLIDES IN THE LATER OF THIS PRESENTATION TO GET EVERYBODY, UH, FAMILIAR WITH THAT AGAIN.
SO ALL TS SUCCESSFULLY MET THE UFLS REQUIREMENTS FOR ALL FIVE THRESHOLDS.
AND THE ERCOT LOAD AT THE TIME OF THE SURVEY WAS UH, 54,343 MEGAWATTS.
IN COMPARISON, THE 2024 SURVEY, THE OVERALL RESULTS WAS 30.83% FOR THAT FINAL BUCKET.
AND THEN IT WAS 55,616 MEGAWATTS OF LOAD.
SO THIS IS JUST A LITTLE REFRESHER OF WHERE WE'RE GOING IN THE FUTURE.
SO NOIR 2 47 WAS APPROVED ON OCTOBER 12TH, 2023 WITH AN EFFECTIVE DATE OF NO EARLIER THAN OCTOBER 1ST, 2026.
MODIFIES THE ERCOT AUTOMATIC UFLS PROGRAM BY INCREASING THE NUMBER OF LOAD SHE STAGES FROM THREE TO FIVE AND THEN CHANGING THE TO LOAD RELIEF AMOUNTS TO UNIFORMLY INCRE INCREASE BY 5% FOR EACH STAGE.
SO THIS IS WHAT IT'S GONNA LOOK LIKE GOING FORWARD UPON THE SYSTEM IMPLEMENTATIONS.
AND IT'LL EVENTUALLY END UP BEING THAT 5% GOING THROUGH EACH UFLS BUCKET THERE.
AND YOU CAN KIND OF SEE AS WE WERE LOOKING AT THOSE IN THAT PREVIOUS SLIDE, IT HAS, PEOPLE HAVE STARTED TO INCREMENTALLY GET THIS PUT INTO IN PLACE.
THERE WILL BE ONE MORE ANNUAL UFLS SURVEY UNDER THESE CURRENT REQUIREMENTS.
WOULD YOU LIKE TO TAKE OVER? YES, ABSOLUTELY.
I'M SORRY YOU HAD TO HANDLE THAT FOR ME.
SO, UH, IF FUTURE CHANGES ESTABLISHED IN NOER 2 4 7 ARE IMPLEMENTED BY THE 2027 UFLS SURVEY, IT WILL MODIFY THE AUTOMATIC UFLS PROGRAM REQUIREMENTS BY INCREASING THE NUMBER OF LOAD SHED STAGES FROM THREE TO FIVE AND CHANGING THE TO LOAD RELIEF AMOUNTS TO UNIFORMLY INCREMENT BY 5% FOR EACH STAGE.
I THINK SHANE WAS ON THAT RIGHT THERE WHENEVER I CAME BACK IN.
WE CAN SEE FROM THE DATA THAT FIVE T ENTITIES HAVE BEGUN THE PROCESS OF IMPLEMENTATION FOR ADDITIONAL UFLS STAGES.
GIVE Y'ALL JUST A SECOND TO LOOK OVER THAT.
REVISIONS REGARDING THE OPTION TO IMPLEMENT ANTI STALL UFLS STAGES IS CURRENTLY ALLOWED BUT NOT REQUIRED NO EARLIER THAN OCTOBER 1ST, 2026 TOS ARE REQUIRED TO MEET THE LOAD LEAF REQUIREMENTS OF THE ANTALL UFLS STAGES BY UTILIZING LOAD THAT WOULD OTHERWISE BE UTILIZED TO MEET THE 58.9 AND 58.5 HERTZ STANDARD UFLS STAGES.
WHICH ONE IS THAT? WE CAN SEE FROM THIS DATA ALSO THAT FIVE T ENTITIES HAVE BEGUN THE PROCESS OF IMPLEMENTATION FOR ANTALL UFLS STAGES AS WELL.
AND SINCE SHANE TOOK HALF OF IT, I'LL GO TO THE NEXT SLIDE AND PROVIDE OUR CONCLUSION.
IF THERE'S ANY QUESTIONS, SHANE OR I CAN ANSWER 'EM NOW, UH, WE'D BE MORE THAN HAPPY TO TAKE 'EM OR YOU CAN FORWARD FURTHER QUESTIONS TO COMPLIANCE AT ERCOT.
AND, UH, FOR CLARIFICATION BEFORE LUNCH,
[02:20:01]
MY OTHER ALUMNUS FROM DENTON AT UNT, WE ARE THE MEAN GREEN ANGLES.AND, UH, IT'S COME ON, GREEN GET MEAN.
BILL BARNES, I HAVE A QUESTION'S PROBABLY ENTIRELY PREMATURE, BUT, UM, IN SENATE BILL SIX REQUIRES TRANSMISSION CONNECTED CUSTOMERS TO BE PART OF FIRM LOAD SHED.
HAVE WE THOUGHT ABOUT HOW THIS PROCESS WILL CHANGE.
YEAH, WE HAD HAD SOME CONVERSATIONS ABOUT THAT AND WE'RE GOING TO PROVIDE AN OFFICIAL RESPONSE.
LET ME GET BACK TO YOU, BILL, AND, UH, IF YOU WANT TO FOLLOW UP WITH THE COMPLIANCE WEBSITE, WE CAN START THAT THREAD TO BE ABLE TO SHARE COMMUNICATION REGARDING THAT.
ARE THERE ANY OTHER QUESTIONS OR COMMENTS ON THIS PRESENTATION? ALL RIGHT, THANK YOU, UH, SHANE AND JAKE.
WE'RE GOING ANN JOHN, JOHN ROSS HUBBARD HAS A, A LATE QUESTION FOR US ON THE, UH, PROCEDURES, TAC PROCEDURES, SORRY.
UH, JOHN ROSS HUBBARD WITH T-I-C-I-I, THE LANGUAGE IT LOOKS LIKE, UM, IT SAID TAC REPRESENTATIVE SHALL, UH, PROVIDE EXPLANATIONS.
IS, IS THE INTENT THAT IT'S MANDATORY AND THAT, I DON'T KNOW, THERE COULD BE A PENALTY OR, OR SOME RAMIFICATION FOR NOT PROVIDING IT? OR IS IT JUST TRYING TO CODIFY WHAT HAPPENS NOW? WHICH IN WHICH CASE I THINK IT WOULD BE MAY.
YEAH, I THINK THE BOARD DOES EXPECT EX EXPLANATIONS FOR OPPOSING VOTES.
UM, THERE'S NO PENALTY FOR NOT PROVIDING IT.
UM, IF YOU DON'T PROVIDE IT, THEN WE PUT EXPLANATION NOT PROVIDED IN THE TAC REPORT.
THAT I, I WAS JUST CHECKING 'CAUSE IT DOES SEEM LIKE IT SHOULD SAY MAY, IF IF THAT'S HOW IT'S HANDLED THEN RATHER THAN SHALL, BUT YEAH, JUST WANTED TO SHARE THAT.
WE, WE ASK, AND WHEN WE WRITE OUR MEMO, WE WANNA REFLECT IN OUR MEMO WHEN WE RECOMMEND TO THE COMMISSION ALL THE NPR.
SO IF IT'S NOT THERE, THEN AS LONG AS YOU RESPOND TO ME, THAT'S FINE AS WELL.
BUT YOU MAY GET QUESTION FROM US.
SO, BUT IF IT'S ALREADY PROVIDED IN THE REPORT, THEN WE DON'T HAVE TO.
THAT'S REALLY ALL, I THINK IT'S A GREAT LAWYER INPUT AND, UM, I'D PROPOSE CHANGING THAT FIRST SHALL TO MAY AND PUTTING THAT ON THE COMBO BALLOT.
PERHAPS A WAY TO SPLIT THE BABY ON THIS IS, UH, SAYING SHALL TO ARE EXPECTED TO, OR SHOULD, SHOULD, YEAH, BECAUSE I THINK WHAT I'M HEARING IS YEAH, THERE'S NOT A, THERE'S NOT A HARSH PENALTY FOR IT OTHER THAN THERE'S NOT, YOU KNOW, YOU'RE GONNA MAKE AICA UPSET AND I DON'T, I KNOW NOBODY WANTS TO DO THAT.
SO, YOU KNOW, YOU'RE ADMONISHED TO GET YOUR, UH, YOUR EXPLANATIONS IN, BUT YEAH.
SHALL THERE'S NO PENALTY AND WE CAN'T FORCE ANYBODY TO PROVIDE AN EXPLANATION.
UM, YOU HAVE YOUR FIFTH AMENDMENT RIGHTS.
I DON'T WHATEVER GETS US
YES, MIKE COULD, MIKE COULD
IT'S A ERCOT SHALL AND NOT A TAC REPRESENTATIVES SHALL.
THESE ARE, THESE ARE TAC PROCEDURES.
THEY SHOULD TALK ABOUT WHAT TAC IS EXPECTED TO DO.
I, I LIKE, SHOULD, SHOULD WORKS.
I'M FINE WITH SHOULD, BUT TO DEVIL'S ADVOCATE, YOU BETH, IF ANN FORGETS TO SEND THE EMAIL, IS EVERYBODY GONNA PROVIDE AN OPINION TO ERCOT ON THEIR OWN VOLITION
I'M, I'M FINE WITH THE SHOULD.
AND DO YOU HAVE AN OPINION? DOES ANYBODY ELSE AT ARCA HAVE AN OPINION? DOES LEGAL NEED TO WEIGH IN?
[02:25:01]
OKAY.CAN WE RE COMBO BALLOT THIS? OKAY.
[15. Other Business ]
PERFECT.WELL, JOHN RU HUBBARD WITH TIEC AND CAITLYN, THANKS FOR ADDING THIS TO THE AGENDA.
UM, WE HAVE SOME CONCERNS THAT ERCOT ISS IMPOSING STANDARDS ON LOADS WITHOUT APPROVING THE STANDARDS THROUGH THE STAKEHOLDER PROCESS.
SO, FOR EXAMPLE, THERE'S LANGUAGE IN ERCOT MARKET NOTICE ON OCTOBER 8TH THAT SAYS ERCOT MUST EVALUATE EACH LARGE ELECTRONIC LOAD IN AN ERCOT INTERIM RIDE THROUGH ASSESSMENT BEFORE THE LOAD MAY SEEK ERCOT APPROVAL TO ENERGIZE STAKEHOLDERS HAVE NOT APPROVED A RIDE THROUGH REQUIREMENT OR INTERIM STANDARDS.
THERE'S BEEN NO PROPOSED REVISION REQUESTS.
AND LARGE ELECTRONIC LOAD IS NOT FORMALLY DEFINED.
WE'VE ALSO HEARD FROM INDIVIDUAL COMPANIES THAT ERCOT HAS IMPOSED OTHER OPERATIONAL REQUIREMENTS ON LOADS, EVEN THOUGH THERE ARE NO STANDARDS.
UM, AND WHILE I UNDERSTAND THE RELIABILITY CONCERN AROUND LARGE LOADS, ERCOT SEEMS TO BE BYPASSING THE STAKEHOLDER PROCESS, WHICH CREATES SOME MARKET UNCERTAINTY.
I THOUGHT IT WOULD BE BENEFICIAL TO HAVE A DISCUSSION ABOUT THIS HERE AT T UH, AND TO ALLOW OTHERS TO CHIME IN ABOUT THEIR EXPERIENCES.
I'M WONDERING IF THERE ARE SORT OF TWO SEPARATE TOPICS, AND ONE IS, YOU KNOW, WHAT YOU'RE FRAMING IS, IS BYPASSING STANDARDS, BUT SPECIFICALLY WHAT LOAD IS WANTING TO BRING UP RIGHT NOW? 'CAUSE I, I THINK YOU'RE ALSO TALKING ABOUT THINGS LIKE SORT OF WHAT STAKEHOLDERS VIEW AS POLICY BY MARKET NOTICE.
AND I THINK THAT IS BROADER THAN JUST LOADS.
SO I'M JUST WONDERING IF, IF WE SHOULD BIFURCATE THAT DISCUSSION IN SOME WAY.
BUT MAYBE WE CAN START AND WELL, AND I WAS JUST USING THAT AS AN EXAMPLE.
UM, I DON'T WANT THIS TO BECOME A LARGE LOAD WORKING GROUP MEETING.
UM, BUT YEAH, JUST USING IT AS AN EXAMPLE OF OKAY.
DO YOU GUYS HAVE A PREFERENCE ON WHO SPEAKS FIRST? OR SHOULD, SHOULD I LET NATHAN GO AHEAD.
YEAH, NATHAN, WHAT'S YOUR PREFERENCE? SO, CAN Y'ALL HEAR ME OKAY? YES.
UH, JEFF, I'LL JUST, I GUESS ADDRESS THINGS FROM THE LEGAL PERSPECTIVE AND THEN, UH, YOU KNOW, FEEL FREE TO CHIME IN.
'CAUSE I THINK THERE ARE PROBABLY PRACTICAL CONSIDERATIONS, UM, ABOUT THE SPECIFIC POLICIES THAT WE'RE TALKING ABOUT HERE THAT, UM, ARE A RELEVANT PART OF THE CONVERSATION.
BUT I, I DO WANNA SAY THAT, UM, SOMETIMES WE MAY NOT HAVE TIME OR WE MAY DECIDE THAT WE DON'T HAVE TIME TO PURSUE A REVISION REQUEST FOR THE STAKEHOLDER PROCESS IN ORDER TO, UM, ADDRESS A RELIABILITY RISK.
AND, UM, I THINK AS EVERYBODY'S AWARE, ERCOT ULTIMATELY HAS A STATUTORY OBLIGATION TO ENSURE THE RELIABILITY OF THE GRID.
AND IN, IN SOME CASES WHERE THERE ISN'T SUFFICIENT TIME TO PURSUE, UH, A RULE REVISION, UM, PROTOCOL REVISION OR OTHER GUIDE REVISION AS MAY BE NECESSARY, UM, WE BELIEVE IT'S INCUMBENT ON US TO, UH, TO ADDRESS THAT RISK.
AND, AND SOMETIMES THAT REQUIRES, UM, ESTABLISHING POLICY, UH, ON AN INTERIM BASIS, UM, THROUGH MARKET NOTICE.
AND SO WE HAVE USED THAT WHEN, WHEN WE NEED TO.
UM, AND, UH, I BELIEVE THAT'S AN INTERIM APPROACH, UH, TO DEALING WITH RISKS.
AND, YOU KNOW, OUR, OUR ULTIMATE PLAN IS TO CODIFY, UM, A SOLUTION THROUGH A, A STAKEHOLDER PROCESS REVISION REQUEST.
UM, BUT, UH, FRANKLY, WITH, WITH THE ISSUES THAT, UH, YOU REFER TO IN THE OCTOBER 8TH MARKET NOTICE, THERE, THERE SIMPLY ISN'T TIME TO ADDRESS THOSE RISKS, UH, THAT WE ARE DEALING WITH.
WE'VE GOT LARGE LOADS COMING TO THE SYSTEM AND, AND, AND POTENTIALLY ENERGIZING WITHOUT HAVING, UH, CLEAR CERTAIN IMPORTANT HURDLES THAT THAT'S A RISK.
OBVIOUSLY, YOU KNOW, RIDE THROUGH IS A RISK THAT WE'RE GRAPPLING WITH RIGHT NOW AS YOU'RE ALL AWARE.
UM, AND SO WE'VE GOTTA DO SOMETHING ABOUT THOSE RISKS IN THE INTERIM AND PENDING IMPORTANT STAKEHOLDER DISCUSSIONS ON THE POLICIES THAT WE NEED TO ADOPT IN THE LONG RUN TO ADDRESS THOSE ISSUES.
SO I THINK THAT'S KIND OF THE NUTSHELL LEGAL RESPONSE ON, ON WHY WE DO THAT.
THIS THIS ISN'T SOMETHING WE DO WILLY-NILLY.
UM, IT IS SOMETHING THAT WE, WE HAVE TO DO AT TIMES TO ADDRESS THOSE ISSUES THAT ARE MORE IMMINENT IN NATURE.
SO I'LL PAUSE THERE AND SEE IF JEFF HAS ANYTHING TO ADD.
YEAH, NO, I AGREE WITH EVERYTHING THAT NATHAN SAID.
UM, AND I THINK IT'S IMPORTANT HERE TO, TO DRAW A DISTINCTION BETWEEN, UH, THE, THE MARKET NOTICE, WHICH IS OUTLINING THAT THIS IS THE PROCESS
[02:30:01]
FOR HOW WE'RE GONNA HANDLE THE, THE, THIS, UH, ISSUE.UH, THAT THERE'S A DIFFERENCE BETWEEN THAT AND SETTING A STANDARD OR A RIDE THROUGH STANDARD, WHICH WE HAVE NOT DONE.
WE, WE DO NOT HAVE A VOLTAGE RIDE THROUGH STANDARD FOR, FOR LARGE LOADS RIGHT NOW.
THE, THE MARKET NOTICE IS MORE ABOUT THE PROCESS FOR WHAT WE'RE GOING TO DO UN UNTIL WE GET THAT IT, IT IS IN NO WAY, SHAPE OR FORM SETTING A STANDARD FOR WHAT THE VOLTAGE RIDE THROUGH REQUIREMENTS ARE.
SO THIS GETS TO SOME OF MY QUESTION IN THE PRIOR DECK ON LARGE LOADS AND THE DIFFERENCES BETWEEN THOSE THAT HAVE APPROVED STUDIES IN ENERGIZATION.
AND WHAT DOES THE PROCESS OF ENERGIZATION LOOK LIKE? UM, IT'S, IT'S A BIT OF A KNOWN FACT THAT THERE ARE SOME LOADS OUT THERE WITH APPROVED STUDIES THAT HAVE BEEN DENIED OR DELAYED THEIR ENERGIZATION DESPITE MEETING THE SPELLED OUT REQUIREMENTS WITHIN ERCOT.
AND THIS IS NOT WITHIN THE LAST SIX MONTHS, I'M AWARE THAT NOT HAVE, THAT THEY'VE NOT BEEN NECESSARILY ASKED TO ENERGIZE YET.
AND IT REALLY STARTS TO POSE A HUGE INVESTMENT RISK TO BILLIONS OF DOLLARS THAT ARE COMING INTO THE SYSTEM BECAUSE OF A CHANGING REQUIREMENT TO A PROCESS THAT IS NOT DEFINED AND TO STANDARDS AND CRITERIA THAT ARE NOT DEFINED.
AND SO WE'RE INCREASINGLY CONCERNED ABOUT, YOU KNOW, OUR $2 BILLION THAT WE'RE EXPANDING ON AT OUR SITES AND WHAT IT WILL LOOK LIKE BETWEEN APPROVED, YOU KNOW, STUDIES AND THE STUDY REQUIREMENTS WHICH HAVE CHANGED AS A RESULT OF THE DWG UM, RESPONSES, WHICH WE ENDEAVOR, WE ENDEAVORED TO DO OUR BEST TO RESPOND TO FOR ALL OF OUR SITES.
AND I'M AWARE THERE WAS NOT NECESSARILY SUFFICIENT RESPONSE, BUT THE TIMELINE THAT WAS REQUIRED FOR THAT, AND ALSO THE RESOURCES THAT WERE OUT THERE TO QUICKLY CONTRACT THAT WERE INCREDIBLY LIMITED.
AND THEN IF WE ACHIEVE ALL OF THESE THINGS AND WE GET TO SOME VERSION OF APPROVAL AND WHILE WE ARE CONSTRUCTING AND, AND PUTTING LITERALLY STEEL THE GROUND AND CHIP SETS IN WHAT HAPPENS BETWEEN THEN AND ENERGIZATION.
AND SO RIGHT NOW THERE'S A HOLDING PATTERN, BUT FOR THOSE LOADS THAT ARE ALSO ACTUALLY COMMITTED IN THIS PROCESS TO INTERCONNECTING INTO THE SYSTEM AND FOR WHICH SOME OF OUR TRANSMISSION DEVELOPMENT IS ULTIMATELY BASED ON THE COST RECOVERY OF THAT IS BASED ON COMING IN FOR THAT.
WE, THE CHANGING PROCESS AS WE GO THROUGH THIS VERY QUICKLY IS PUTTING THAT INVESTMENT AT A SERIOUS RISK.
A DID YOU WANNA RESPOND TO THAT? YEAH, CHRIS, I, I, I'M NOT SURE IF THERE WAS A SPECIFIC QUESTION IN THERE, BUT, UM, YOU KNOW, I THINK JEFF HAS, HAS ALREADY ADDRESSED, AND NATHAN THE, YOU KNOW, AS RELIABILITY RISKS ARE IDENTIFIED, YOU KNOW, WE HAVE AN OBLIGATION TO MAINTAIN THE RELIABILITY OF THE SYSTEM.
UM, I I I WOULD NOT AGREE WITH THE, THE CLAIM THAT IT IS A WELL-KNOWN FACT THAT ERCOT IS DENYING APPROVALS TO ENERGIZE.
UH, TO MY KNOWLEDGE WE HAVE NOT RECEIVED A REQUEST, UH, TO ENERGIZE ANY LOADS SINCE THE, THE MARKET NOTICE IN JUNE.
I, I WASN'T TALKING SPECIFICALLY TOWARDS THE MARKET NOTICE IN JUNE AND, AND MAYBE IF I CAN ADD, UM, I, I THINK THAT, UM, SO, SO OUR, OUR GOAL AT ERCOT IN, IN THIS IS TO CONNECT AS MUCH LOAD AS WE CAN, AS FAST AS WE CAN, UH, GIVEN RELIABILITY CONSTRAINTS.
AND I THINK BECAUSE OF THOSE RELIABILITY CONSTRAINTS, UH, BECAUSE A LOT OF THOSE HAVE, UM, WERE, WERE NOT PREVIOUSLY IDENTIFIED OR, OR PREVIOUSLY DEALT WITH, WE, WE ARE HAVING TO, UH, CHANGE THE PROCESS AS WE GO.
I, I THINK I HEARD SOMEBODY FROM A, A DIFFERENT, UM, ISO SAY WE'RE, UH, BUILDING THE PLANE AS WE FLY IT AND, UH, WITH REGARDS TO LARGE LOADS AND, AND I, I THINK THAT WE AGREE WITH THAT SENTIMENT THAT WE ARE HAVING TO, UH, MAKE CHANGES AS WE GO, AS WE IDENTIFY NEW RISKS.
I, UM, I THINK WE CERTAINLY APPRECIATE THAT, THAT THAT IS CHALLENGING FOR, UH, EVERYONE INVOLVED.
[02:35:01]
UM, AND, UM, AND, AND WE'RE GONNA CONTINUE TO TRY TO IMPROVE THAT PROCESS AND BE AS, AS TRANSPARENT AS WE CAN, UH, WHEN WE CAN.UH, THIS IS EVAN NEIL WITH LANUM.
UM, I APPRECIATE THAT JEFF AND AG YOUR RESPONSES TO THIS, BUT I ALSO WANNA ECHO A LOT OF THE STUFF THAT CHRIS AND JOHN SAID 'CAUSE I THINK THAT'S VERY RELEVANT AS WELL.
UM, I MEAN, I I WOULD JUST AGAIN, ECHO THE UNCERTAINTY THAT THIS IS CAUSING TO THE MARKET.
I MEAN, I WOULD POINT TO THE LAST LARGE LOAD WORKING GROUP MEETING THAT I, I KNOW, YOU KNOW, BOB GOT ON THE PHONE AND CLARIFIED A LITTLE BIT TODAY ABOUT THE MORATORIUM CONVERSATIONS, BUT THAT WAS NOT AT ALL CLEAR WHEN THAT WORKING GROUP WAS GOING ON.
AND IN FACT THAT FOLLOWING MONDAY THERE WERE SOME MARKET RESEARCH FIRMS THAT, UH, PUBLISHED HEADLINES OF THE SORT THAT ERCOT PULLS THE PLUG ON DATA CENTERS, UH, AND THEY WERE CITING EXPLICITLY THINGS THAT WERE SAID DURING THAT MEETING.
AND SO OBVIOUSLY THAT IS A CONCERN WHEN WE'RE TALKING ABOUT BRINGING INVESTMENT TO THE STATE.
UM, AND THEN I I ALSO JUST WANT TO TOUCH ON THE ASPECT YOU SAID ABOUT NEEDING TO MANAGE ABOUT NEW RELIABILITY CONSTRAINTS.
AND I, I FULLY AGREE WITH THAT, RIGHT? I THINK MOST ALL THE LOADS WANT TO DO THAT.
UM, I WON'T SPEAK FOR THEM, BUT, UH, I WOULD ASK, YOU KNOW, IN THIS CASE, WHAT IS THAT RELIABILITY CONSTRAINT? I DON'T THINK WE FEEL LIKE WE'VE SEEN THAT IDENTIFIED YET, RIGHT? WE'VE SEEN CONVERSATIONS AROUND NUMBERS ABOUT 2,600, BUT THE, UH, YOU KNOW, MARKET NOTICE POINTS TO A BUNCH OF HISTORICAL EVENTS THAT HAVE NOT BEEN ANYWHERE CLOSE TO THAT.
UH, I FEEL LIKE WE'RE YET TO SEE A STUDY THAT REALLY DEFINES THOSE IOLS THAT HAVE BEEN DISCUSSED.
AND SO FOR US, IT, IT IS JUST NOT BUILDING ANY CONFIDENCE WHEN WE'RE TALKING ABOUT MANAGING AROUND CONSTRAINTS.
BUT THOSE HAVE NOT BEEN DEFINED IN ANY WAY YET.
SO THAT'S, WE DON'T REALLY KNOW HOW TO WORK AROUND THAT AT PRESENT.
DO YOU WANNA RESPONSE? YEAH, SO AT THE, UH, WE TRY TO KEEP THIS FROM BREAKING OUT INTO A-L-L-W-G UH, DISCUSSION.
UM, BUT I, I THINK TO, UH, JUST TO GO DOWN THAT PATH A LITTLE BIT, UM, I'LL, I'LL DRAW A LINE.
SO, SO WE HAVE SEEN EVENTS WHERE LARGE LOADS ARE, UM, NOT RIDING THROUGH KIND OF TYPICAL GRID DISTURBANCES.
UM, WE HAVE, UM, TAKEN THAT AND WE HAVE RUN STABILITY STUDIES AND SHOWN THAT IF, UH, MORE LOADS CONNECT, THEN, UH, ONCE WE HIT 2,600 MEGAWATTS OF THOSE LOADS NOT BEING ABLE TO RIDE THROUGH, THEN THAT WILL CAUSE STABILITY ISSUES ON THE GRID.
AND, AND SO WE ARE, UH, IN THE PROCESS OF RUNNING ADDITIONAL STABILITY TO STUDIES TO IDENTIFY WHERE WE MIGHT, WE, WE, WE DON'T THINK THAT WE ARE THERE IN OCTOBER, 2025, BUT WE THINK THAT WE ARE GETTING, UH, MAYBE CLOSE TO THAT IN SOME REGIONS.
UH, AND, AND SO WE ARE TRYING TO IDENTIFY WHERE THOSE LOCATIONS ARE, AND I THINK WE HAVE COMMITTED THAT WE WILL COME BACK TO THE LARGE LOAD WORKING GROUP AND SHARE THOSE STUDY RESULTS AT AS WE HAVE THEM.
AND OF COURSE, I THINK WE'VE HAD THIS CONVERSATION BEFORE, YOU KNOW, THE LOADS WANNA GIVE YOU ALL THE INFORMATION THAT WE CAN TO ARRIVE TO THE ANSWER TO THAT QUESTION OF, OF, YOU KNOW, YOU SAID IT'S NOT NOW IN OCTOBER, BUT WHEN IN THE FUTURE IS IT A RISK? UH, AND SO, YOU KNOW, WE JUST WANT TO ARRIVE AT THE ANSWER OF THAT, FIGURE OUT IF IT'S NEXT YEAR, IF IT'S IN TWO YEARS.
'CAUSE OF COURSE, THAT CHANGES THE DYNAMICS OF THIS CONVERSATION ENTIRELY, AND WE JUST DON'T WANT TO SEE THE WHOLE PROCESS HELD UP NOW ON QUESTIONS THAT WE HAVEN'T EVEN ANSWERED ADDRESSING WHEN THE RISK IS, THE MAGNITUDE OF THE RISK IS, YOU KNOW.
AND, AND I'LL, UM, I'LL, I'LL SAY I DON'T HAVE A DEFINITIVE ANSWER ON THAT RIGHT NOW, BUT I, LOOKING AT IT FROM A, WHAT LOADS HAVE BEEN APPROVED TO ENERGIZE PERSPECTIVE, I THINK WE'RE MONTHS AWAY FROM THAT, NOT YEARS AWAY FROM THAT.
BETH? YEAH, I JUST, I, I WANNA TAKE US BACK UP TO THE SORT OF POLICY BY MARKET NOTICE AND, AND YEP.
I, I APPRECIATE, UH, NATHAN, YOUR COMMENTS AND JEFF, YOUR INITIAL COMMENTS.
UM, IN TERMS OF, YOU KNOW, SOMETIMES THERE ARE ISSUES THAT ARISE THAT NEED TO BE ADDRESSED MORE QUICKLY THAN STAKEHOLDERS CAN CONVENE AND REACH AN ANSWER.
UM, I, I ACCEPT AND APPRECIATE THAT, UM, I, YOU KNOW, THIS SPECIFIC MARKET NOTICE THAT'S EVERYBODY'S ISSUE RIGHT NOW.
MY QUESTION IS, I GUESS SPECIFICALLY TO NATHAN, WHO, AS
[02:40:01]
THE GUY WHO PROBABLY WROTE WRITES THEM, UM, IS THE MARKET NOTICE VERY CLEAR THAT SAYS, YOU KNOW, HERE'S AN ISSUE AND WE NEED TO AN WE NEED TO ADDRESS IT QUICKLY.HERE'S HOW WE'RE GOING TO, TO ADDRESS IT.
IS THAT, UH, AS YOU'RE DRAFTING YOUR MARKET NOTICE, IS THAT A KEY PART OF, OF THE TEXT SO THAT IT'S CLEAR THAT SOMETHING HAS TO HAPPEN AND WE'RE DOING IT THIS WAY FOR THIS REASON? SO I'M THINKING BACK TO SOME OTHER CASES, YOU KNOW, OVER THE YEARS WHERE WE'VE HAD TO SET OUT A POLICY BY MARKET NOTICE, AND I THINK IN GENERAL, WE HAVE, UM, YOU KNOW, RECOGNIZED THE NEED FOR PROMPT ACTION AND, AND POINTED TO OUR RELIABILITY AUTHORITY AS A BASIS FOR THOSE MEASURES.
UM, ON THE OCTOBER 8TH NOTICE, UH, I'LL ADMIT THAT I WAS NOT INVOLVED, UH, IN, IN INITIAL DRAFTING OF THAT ONE, UM, AND DID HAVE A CHANCE TO LOOK AT IT BEFORE IT WENT OUT.
BUT, UH, YOU KNOW, I I THINK THAT ONE IS, UH, THAT ONE'S LESS ABOUT SUBSTANTIVE POLICIES, I THINK JEFF MENTIONED.
AND, AND MORE ABOUT KIND OF, UM, SETTING OUT SORT OF JUST A PROCEDURAL, UH, CLARIFICATION AROUND, YOU KNOW, LARGE LOAD INTEGRATION.
THERE WAS A LOT OF REHASHING OF, OF OTHER REQUIREMENTS THAT, UH, HAD ALREADY BEEN, UM, RECOGNIZED.
UM, THE, THE LARGE ELECTRONIC LOAD, YOU KNOW, RIDE THROUGH PROCESS OF COURSE, WHICH IS ITS OWN, UH, ISSUE.
BUT, UM, THE, THE ORDINARILY I THINK WE WOULD ESTABLISH THAT SORT OF GROUND.
I THINK IN THIS CASE IT WAS, AGAIN, NOT A SUBSTANTIVE CHANGE, BUT A PROCEDURAL, UH, CLARIFICATION AROUND A, UH, STEPS THAT SHOULD BE TAKEN AS PART OF THAT PROCESS TO BEGIN WITH.
SO, UM, I'M NOT SURE IT WAS CRITICAL THEN, BUT I I THINK IT'S A POINT, UM, WELL TAKEN THAT MAYBE IT'S HELPFUL FOR US TO, UH, TO CLARIFY WHEN THAT'S APPROPRIATE.
I, I'LL SAY THIS THOUGH, I MEAN, THE, THE PLANNING GUIDE TODAY, I BELIEVE HAS, HAS VERY HIGH LEVEL LANGUAGE AROUND THE CONDITIONS FOR ENERGIZATION THE COMMISSIONING PROCESS.
I THINK IT'S, IT'S THERE, THERE'S SCANT REGULATION OF THAT IN THE, IN THE PLANNING GUIDE.
AND THAT'S LEFT TO A PROCESS THAT HAS BEEN, UH, ESSENTIALLY GOVERNED BY SORT OF THE CHECKLIST, UM, THAT'S, THAT'S OUT THERE.
AND, AND OVER THE YEARS WE'VE HAD TO SUPPLEMENT OR CHANGE THAT, UM, OVER TIME.
AND I THINK IT'S BEEN HELPFUL TO HAVE THAT FLEXIBILITY.
I BELIEVE IN, IN, UH, FIGURE ONE 15, THERE IS SIMILARLY HIGH LEVEL LANGUAGE AROUND THE, UH, APPROVAL TO ENERGIZE PROCESS.
AND I THINK WE SEE VALUE IN KEEPING THAT, UH, KEEPING THAT PRETTY HIGH LEVEL.
SO I, I'M NOT SURE THAT IN THE CASE OF THE APPROVAL TO ENERGIZE PROCESS, THAT'S SOMETHING WHERE WE LAND IN A SPOT WHERE THAT IS SOMETHING WE NEED TO, TO, TO REGULATE.
UM, BUT IT IS, UH, YOU KNOW, CERTAINLY WE'RE OPEN TO FURTHER DISCUSSION ON THAT TO SEE IF THAT'S, IF THAT'S HELPFUL.
BUT I THINK THERE IS VALUE IN THAT FLEXIBILITY.
UM, AND UH, IT CERTAINLY AJ AND HIS TEAM CAN ATTEST TO THAT MORE THAN I CAN.
BUT, UM, I, I THINK THAT'S A, I I THINK THIS NOTICE WAS MAYBE A SPECIAL CASE THAT, UM, DOES NOT PRESENT MAYBE AS COMPELLING A CASE FOR ESTABLISHING THOSE, THOSE GROUNDS BEFORE SETTING OUT THE, THE, THE POLICY.
UM, I, I, I ALSO WANTED TO, I APPRECIATE THE COMMENT SO FAR, UM, TO THE BROADER POINT OF MAKING POLICY THROUGH MARKET NOTICES.
I MEAN, THE, THE FIRST LARGE LOAD MARKET NOTICE WAS IN LATE JUNE, IT'S SINCE BEEN THREE MONTHS.
THERE HASN'T BEEN AN NPR FILED TO TRY AND CODIFY REQUIREMENTS.
I UNDERSTAND THAT IT'S A MOVING TARGET AND ERCOT STILL TRYING TO EVALUATE THINGS, BUT EVEN WITH PLACEHOLDER NUMBERS, I MEAN, THERE'S, THERE'S BEEN THREE MONTHS OF TIME THAT SOMETHING COULD HAVE BEEN PUT FORWARD TO EVEN CODIFY A BROAD PROCESS, IF NOT EXACT STANDARDS.
I MEAN, UH, I THINK PART OF THAT, AS YOU REMEMBER, THERE WAS A PROCESS FOR OBTAINING INFORMATION, YOU KNOW, FROM, FROM THE LOADS ABOUT THEIR CAPABILITIES AND, AND THEN SOME ANALYSIS BEING NEEDED ON ERCOT PART TO EVALUATE THAT.
UM, AND THAT'S FEEDING INTO AN ONGOING EFFORT ON OUR END, UM, TO DEVELOP APPROPRIATE STANDARDS.
UM, AND SO, YOU KNOW, THAT WASN'T SOMETHING THAT WAS GONNA HAPPEN OVERNIGHT.
UM, IT, IT NEEDED SOME INFORMATION AND WOULD BE IN THE PROCESS OF, OF GATHERING THAT INFORMATION AND ASSESSING THAT INFORMATION.
SO, UM, WE, WE DO, WE ARE PLANNING TO GET OUT, UH, THESE REQUIREMENTS AS SOON AS POSSIBLE PROPOSED REQUIREMENTS, UM, AND, UH, WE'RE WORKING, UH, DILIGENTLY ON THAT.
[02:45:01]
BUT, UM, YOU KNOW, WE OBVIOUSLY NEEDED SOME ADDITIONAL INFORMATION BEFORE WE COULD, UH, PROPOSE SOMETHING, UH, FOR STAKEHOLDER DISCUSSION.I, I UNDERSTAND THAT, AND IN THIS SITUATION, I, I GUESS MY POINT WAS A BROADER ONE, THAT WHEN ERCOT IS MAKING THESE DECISIONS BASED OFF RELIABILITY THAT NEED WHERE THEY NEED TO ACT QUICKLY, I FEEL LIKE AT THE SAME TIME THEY SHOULD BE PUTTING FORWARD A, AN EFFORT TO, UM, TO CODIFY TO CODIFY WHAT THEY'RE, WHAT THEY'RE DOING, UH, IN AS QUICKLY A TIME AS POSSIBLE.
YEAH, THAT'S, UH, THAT'S UNDERSTOOD.
I THINK AS FAR AS A GENERAL POINT GOES, I THINK IN THIS CASE, RIGHT, WHAT WE WERE TALKING ABOUT IS SORT OF AN IN INTERIM INFORMATION GATHERING PROCESS.
AND, AND I THINK THERE MAY BE SOME, SOME PARTS OF THAT THAT WOULD BE PART OF A PERMANENT LONG-TERM PROCESS, BUT I THINK FOR THE MOST PART, IT'S ABOUT KIND OF STOPPING AND ASSESSING WHERE WE ARE AND EVALUATING THOSE CONDITIONS, UH, DECIDING WHAT MAKES SENSE FROM A POLICY PERSPECTIVE BASED ON THAT INFORMATION AND FURTHER ANALYSIS ON OUR END, AND THEN PROPOSING SOMETHING.
BUT, UH, YOU KNOW, TO THE EXTENT THAT WE HAVE THE, UH, THE SOLUTION IN MIND AND THAT'S CONCRETE, I THINK YOUR SUGGESTION MAKES SENSE THAT WE WANNA GET THAT INTO THE PROCESS AS QUICKLY AS POSSIBLE SO THAT WE COULD GET THAT ON THE BOOKS.
I MEAN, I CERTAINLY, TRANSPARENCY OF THE RULES IS AN IMPORTANT PRECEPT IN OUR MARKET, AND WE WANT TO, UH, TO PURSUE THAT AS MUCH AS WE CAN.
UM, THAT'S, THAT'S VALUABLE FOR, FOR EVERYONE, AND IT'S OUR JOB TO, UH, TO, TO RUN A MARKET THAT'S EFFECTIVE AND WHERE PEOPLE KNOW THE RULES.
SO THAT'S, THAT'S CERTAINLY A GOAL OF OURS IS TO PROVIDE THAT AS, AS QUICKLY AS WE CAN.
BUT OBVIOUSLY IN SOME CASES WE GOTTA FIGURE OUT, YOU KNOW, WHAT THE PROPOSAL NEEDS TO BE.
AND I THINK THAT'S KIND OF BEEN THE POSTURE WITH, UM, THESE SPECIFIC REQUIREMENTS THAT WE'RE TALKING ABOUT.
JEFF, DID YOU WANT TO ADD TO THAT? NO, I THINK NATHAN COVERED IT WELL, THANKS.
OKAY, SO LET'S GO TO CHRIS MATOS AGAIN.
SO I HAD A FOLLOW UP QUESTION TO THE MONTHS AWAY FROM THIS ISSUE.
YOU KNOW, IN SLIDE 11 OF THE, OF THE TAC REPORT, WE TALKED ABOUT THE IN-SERVICE QUARTERS, AND THERE'S SORT OF AN UNDERSTANDING THAT, YOU KNOW, WE'RE NOT ACHIEVING 10 GIGS OF PROJECTS IN Q4 2025, AND IN MANY WAYS IT SEEMS A SUBSTANTIAL AMOUNT OF THESE ARE ACTUALLY UNDER ERCOT REVIEW.
IS THERE A EXPECTATION THAT WE'LL CHANGE MORE THAN THE ONE TO TWO APPROVED PROJECT RA RATIO THAT'S BEEN GOING ON IN THE PAST? SO, YOU KNOW, YOU LOOK, YOU LOOK ON THE TIMELINE IN THE BACK, AND THERE HASN'T BEEN A SINGLE BLOCK OF APPROVALS OVER FIVE GIGS.
AND SO I'M CURIOUS, WHAT IS YOUR EXPECTATION OF CHANGES IN THE APPROVAL PROCESS FROM THE ERCOT PLANNING STUDIES THAT MIGHT ACCELERATE THAT? CHRIS, I'M, I'M, I'M NOT SURE I FULLY UNDERSTAND THE QUESTION.
ARE YOU ASKING WHAT, WHAT DO WE EXPECT TO SEE IN TERMS OF A SHIFT IN THE TIMELINES? OR IS THERE, WERE YOU ASKING MORE ABOUT THE PROCESS? UH, MAYBE A MIX OF BOTH.
SO IT'S CLEAR THAT THIS IS AN IMMINENT ISSUE, AND I'M NOT GONNA DENY THAT THERE ARE LARGE LOAD QUESTIONS AT HAND, BUT A SIGNIFICANT NUMBER OF THESE PROJECTS AS LISTED ARE, UM, UNDER ERCOT REVIEW AND WHEN WE, WHEN WE LEVEL THAT OUT WITH SLIDE 11, RIGHT, IT SEEMS THAT A LOT OF THE CURRENT PROJECTS OR THE NEAR TERM PROJECTS ARE SORT OF IN YOUR HANDS TO APPROVE AT THAT POINT.
SO, YOU KNOW, THE 27 10 GIGS WORTH OF PROJECTS AND IN Q4 26, Q1 23 PROJECTS ALSO AROUND 10 GIGS.
SO IS THERE AN EXPECTATION THAT THERE MIGHT BE SOME MOVEMENT ON THOSE APPROVALS WITHIN THE ERCOT PROCESS, OR IS IT, YOU KNOW, SOMETHING ELSE THAT'S GOING TO CONTINUE TO BE DELAYED? SO, I, I DON'T AGREE THAT THIS IS A REFLECTION THAT THERE IS DELAY IN THE PROCESS.
THERE ARE A NUMBER OF FACTORS THAT GO INTO THAT CHART, UM, THAT IS MERELY A REFLECTION OF THE DATE THAT THE CUSTOMER HAS INDICATED THAT THEY WOULD LIKE TO BEGIN CONSUMING ENERGY.
IT DOES NOT HAVE ANY REFLECTION AS TO WHEN THE STUDIES WERE SUBMITTED TO ERCOT FOR REVIEW.
UM, THERE ARE A NUMBER OF FACTORS THAT MIGHT DETERMINE THAT LENGTH OF THAT REVIEW.
UM, I AGREE IT PROBABLY WOULD'VE BEEN HELPFUL TO HAVE A BREAKDOWN OF HOW MANY, UH, PROJECTS IN THE Q4 25 BUCKET HAD APPROVED STUDIES OR NOT.
BUT, UM, YOU KNOW, IF A PROJECT COMES IN AND A SHORT TIMEFRAME AND THERE'S ISSUES
[02:50:01]
IN THE STUDIES THAT HAVE TO BE WORKED OUT, THAT MAY IMPACT THEIR ABILITY TO, TO ENERGIZE BY THEIR INITIAL DATE, THAT, UM, BUT THAT, I DON'T AGREE THAT THAT'S, UH, ERCOT CAUSING THAT DELAY.I, SO MAYBE TO GO BACK TO YOUR ORIGINAL QUESTION, I I, I DO EXPECT THAT THERE WILL BE, UM, YOU KNOW, I THINK THERE'S ONE OTHER FACTOR THAT GOES INTO THAT GRAPH, WHICH IS THE DATE THAT THE CUSTOMER STATED THAT THEY WANTED INTERCONNECTION OFTEN SHIFTS DUE TO CHANGES IN THE CUSTOMER'S SCHEDULE THAT, UM, I CAN'T REMEMBER IF IT WAS YOU OR EVAN ASKED ME WHEN I WAS UP AT THE PODIUM.
UH, HOW ARE WE GONNA TRUE THAT UP AT THE END OF THE YEAR? THE ANSWER IS WE OFTEN HAVE TO GO TO THE TSP WHO THEN HAS TO GO TO THE CUSTOMER TO ASK THAT QUESTION, AND IT TURNS OUT THAT THE CUSTOMER WANTED TO DELAY BY NINE MONTHS DUE TO CONSTRUCTION DELAYS OR, YOU KNOW, OTHER FACTORS.
SO THERE, THERE ARE A NUMBER OF, OF DIFFERENT FACTORS THAT GO INTO A CHANGE IN A DATE ON THAT GRAPH.
SO I THINK THERE'S A BIT OF DUALITY IN THAT, IN PART BECAUSE AT LEAST FROM EXPERIENCE, WE RECEIVE INFORMATION BACK FROM BOTH ERCOT AND THE TDSP ON RE STUDIES, WHICH I THINK THEN FORCED THIS BACK.
SO IT WOULD BE HELPFUL, UM, IF Y'ALL COULD COME BACK WITH THIS PARTICULAR CHART AND IN EACH OF THE QUARTERS, UM, GIVE US A, A SORT OF AN UNDERSTANDING OF WHICH ONES ARE, HAVE A, HAVE AT LEAST SUBMITTED THEIR, UH, PLANNING STUDIES FOR CONTEXT.
OKAY, RICHARD, YOU'RE DONE? FINISHED.
AND I WAS, UH, I WAS ON THE FENCE ABOUT JUMPING IN ON THIS ONE SINCE IT'S ALREADY GOING WAYS, BUT, UM, IT, I'M HEARING A COUPLE OF DIFFERENT THINGS HERE AND IT, IT'S, IT'S INDICATIVE THAT THERE'S A NEEDLE TO THREAD THAT WE MAYBE HAVEN'T THREAD.
AND, UM, SO, YOU KNOW, THE, THE BROADER POLICY BY MARKET NOTICE ISSUE IS, YOU KNOW, CERTAINLY BIGGER THAN WHAT I THINK WE'RE GONNA RESOLVE TODAY.
YOU KNOW, POLICIES, I THINK IT'S PROBABLY NOT CONTROVERSIAL TO SAY, SHOULDN'T NECESSARILY BE SET OUTSIDE OF THE FORMAL PROCESS WHERE ULTIMATELY THE PUBLIC UTILITY COMMISSION IS APPROVING, UH, THOSE CHANGES BEFORE THEY'RE IMPLEMENTED.
AND SO WE REALLY WANT TO LIMIT THE USE OF THOSE MARKET NOTICE CHANGES AND INTO, YOU KNOW, NUDGES AROUND THE EDGE AND RECOGNIZE THAT ERCOT DOES HAVE RELIABILITY, UM, YOU KNOW, ISSUES THAT MAY COME UP FASTER THAN THAT PROCESS CAN PLAY ITSELF OUT, YOU KNOW, NEED TO BALANCE THAT.
I THINK, UM, YOU KNOW, GENERAL SUB HAD, YOU KNOW, YOUR SUGGESTION THAT, YOU KNOW, WE TRY TO TIME THOSE SO THAT WHEN A MARKET NOTICE GOES OUT, SOMETHING QUICKLY COMES UP TO WE WHERE WE CAN START WORKING THAT THROUGH THE PROCESS IS A, IS A REASONABLE ONE.
UM, AND, YOU KNOW, FOCUSING ON PROCEDURAL CLARIFICATIONS IS, YOU KNOW, AS A, YOU KNOW, MAYBE THE, THE FIRST ORDER FOR SOME OF THOSE MARKET NOTICE APPROACHES MAYBE, YOU KNOW, MORE HELPFUL.
AND I'M, WHAT I'M HEARING IS THAT FROM ERCOT PERSPECTIVE, THIS WAS A PROCEDURAL CLARIFICATION.
I'LL, I'LL JUST SHARE MY OBSERVATION.
MY FIRSTHAND OBSERVATION IS I'VE GOTTEN A LOT OF QUESTIONS ABOUT THOSE MARKET NOTICES, UM, FROM INTERNAL AND EXTERNAL, UH, COUNTERPARTS.
AND, UM, I THINK THAT'S PROBABLY INDICATIVE THAT THE, THE CLARIFICATION COULD HAVE BEEN MORE CLARIFYING.
UM, AND I, I RECOGNIZE IT'S AN EMERGING AREA, SO, YOU KNOW, SOMETIMES WHEN YOU TRY TO CLARIFY SOMETHING, YOU GET MORE QUESTIONS AS A RESULT.
UM, SO I, I I WANT TO GIVE AS MUCH GRACE AS, AS I CAN, BUT ALSO JUST RECOGNIZE CLEARLY I'M HEARING TWO DIFFERENT, TWO DIFFERENT PERSPECTIVES HERE.
AND THERE'S, THERE'S PROBABLY SOMETHING IN THE MIDDLE THAT WE NEED TO TRY TO SHOOT FOR, UH, GOING FORWARD BECAUSE, YOU KNOW, WE'VE TALKED ABOUT SENATE BILL SIX A LOT TODAY.
ONE OF THE, ONE OF THE OVERARCHING LEGISLATIVE, UH, THEMES AND IMPERATIVES THERE IS THAT WE INTEGRATE LOAD LARGE LOADS RELIABLY, BUT ALSO, YOU KNOW, ENCOURAGE BUSINESS DEVELOPMENT AND NOT SLOW THAT DOWN IN THE STATE.
SO I DON'T HAVE A SOLUTION THERE.
YEAH, I'M, I'M GONNA TRY NOT TO DRAG THIS OUT TOO MUCH, BUT I THINK WE'VE ALREADY TURNED IT INTO LLWG.
BUT TO BUILD OFF WHAT CHRIS SAID, THANK YOU, CHRIS.
UM, YOU KNOW, I, I DON'T WANT TO JUST LIKE, EXCEPT THAT THE NUMBERS THAT, THAT YOU'RE TALKING ABOUT, JEFF, THE STUFF THAT'S BEEN PRESENTED IS LIKE BULLETPROOF AT THIS POINT, RIGHT? I MEAN, I THINK, YOU KNOW, WE CAN ARGUE OVER SEMANTICS, BUT YOU KNOW, SOME OF THE CONCERNS THAT CHRIS BROUGHT UP, YOU KNOW, DO HOLD TRUE WHEN WE START LOOKING AT THOSE ANALYSIS, WHEN WE'RE EVALUATING, YOU KNOW, WHAT WE'RE ACTUALLY LOOKING AT TODAY.
AND LIKE, I CAN JUST PULL SOME NUMBERS OFF THE TOP OF MY HEAD, BUT, BUT FOUR MONTHS AGO WHEN THIS WAS PRESENTED, RIGHT, ERCOT DID THEIR STUDY THAT YOU REFERENCED SAYING THAT ABOUT 2,500
[02:55:01]
MEGAWATTS WOULD TRIP OFF IN WEST TEXAS.SO WE'RE GETTING CLOSE TO THAT 2,600 LIMIT, LIKE YOU'RE TALKING ABOUT, AT THAT SAME TIME, AT THE TAC REPORT EARLIER THAT MONTH, ER HAD ONLY REPORTED THAT ABOUT 2000 MEGAWATTS WERE EVEN OBSERVED TO BE IN ALL OF WEST TEXAS.
SO OBVIOUSLY THERE'S A, A PRETTY BIG DISCONNECT THERE.
AND IF WE'RE LOOKING AT WHAT WE'VE ACTUALLY SEEN TODAY ON THE SYSTEM VERSUS WHAT'S BEEN APPROVED TO ENERGIZE, THERE'S ALWAYS BEEN A BIG GAP ABOUT 50% OR SO.
UM, YOU KNOW, WE CAN GO INTO THE WEEDS EVEN MORE.
IT'S LIKE, ARE WE TAKING INTO ACCOUNT LIKE THE IT VERSUS HVAC SPLIT OF THIS LOAD, HOW THAT'LL BE TREATED DIFFERENTLY.
WE CAN EVEN LOOK AT THE REPORTED EVENTS, AND I DON'T THINK WE'VE SEEN A SINGLE EVENT WHERE WE'VE SEEN THE ENTIRETY OF LOADS THAT REDUCE CONSUMPTION TRIP OFF.
IT'S ALWAYS A FRACTION, MAYBE LIKE, YOU KNOW, 20, 30%.
SO I, I JUST THINK THERE ARE A LOT OF UNANSWERED QUESTIONS YOU REALLY NEED TO NARROW IN ON TO REALLY EVALUATE THIS PROBLEM, FIGURE OUT WHEN THE RISK IS SO WE CAN MAKE THE APPROPRIATE SOLUTIONS.
WE STARTED LOSING THE PEOPLE WITH TWO O'CLOCK CALLS BECAUSE I LIED AND WE'RE STILL GOING.
UM, LET'S TAKE BLAKE AND THEN LET'S TRY TO WRAP THIS UP WITH NEXT STEPS IF POSSIBLE.
UM, SO BE THINKING ABOUT THAT WHILE BLAKE TALKS.
SO, YOU KNOW, I WAS, I WAS LISTENING TO NATHAN AND I THINK PART OF THIS IS THE GRAY BOXING OF PICKER ONE 15.
LIKE I THINK WE'VE BEEN FOLLOWING THIS INTERIM LARGE LOAD INTERCONNECTION PROCESS THAT KIND OF STARTED IN, YOU KNOW, 2022, I THINK WITH THE MARKET NOTICE.
AND THAT'S BEEN CODIFIED IN BIGGER ONE 15, BUT THE LANGUAGE IS STILL GRAY BOXED.
AND SO, YOU KNOW, AMIDST THE KIND OF SORT OF RULE BY MARKET NOTICE, THERE'S ALSO THIS GRAY BOX LANGUAGE THAT IS SORT OF MAYBE BEING FOLLOWED.
I DON'T, IS THERE, IS THERE AN IMPLEMENTATION SCHEDULE FOR LIKE UN GRAY BOXING THAT LANGUAGE? OR ARE WE STILL KIND OF TRACKING THE INTERIM PROCESS? OR IS THERE, IS THERE PARTS OF PICKER ONE 15 THAT ARE BEING FOLLOWED? I GUESS THESE ARE SOME OF THE QUESTIONS THAT I THINK, I THINK JUST GENERALLY, IS THERE A TIMELINE FOR UN GRAY BOXING THAT LANGUAGE? IS, IS MY QUESTION.
UH, IS THIS, UH, BILL AND AG? YEAH.
UM, SO THE, YOU'RE CORRECT, UH, IT'S TAKEN LONGER TO UNBOX THE LANGUAGE THAN WE HAD ORIGINALLY INTENDED.
UM, SOME OF THAT WOULD, UH, BE DRIVEN BY THE UNPRECEDENTED
UH, THE INTENT IS TO, UH, TRY AND UNBOX IT BY THE END OF THE YEAR.
UM, AND SO WE'RE STILL WORKING TOWARDS THAT.
UH, AND, UH, UH, I, WE ARE UNDER THE INTERIM NOTICE UNTIL THAT IS DONE.
UM, I'M TRYING TO DO SIGN LANGUAGE TO JOHN SUBURB.
UM, I, I DON'T KNOW IF THERE ARE NEXT STEPS HERE.
I THINK, YOU KNOW, IT'S GOOD TO FEEL FEELINGS AND HAVE DISCUSSION AT TAC.
UM, I THINK, YOU KNOW, THE, WHAT I BIFURCATED AND, AND NED DID AS WELL, I THINK THE POLICY BY MARKET NOTICE ISSUE IS PROBABLY A T OR ABOVE TECH ISSUE.
PROB PROBABLY NOT, YOU KNOW, WE DON'T WANNA SEND THAT TO LLWG FOR BOB WHITMEYER TO TRY TO FIGURE OUT WHAT SHOULD BE IN A MARKET NOTICE OR NOT.
UM, BUT THERE MAY ALSO BE SOMETHING CONCRETE AND SUBSTANTIVE HERE FOR LLWG.
I ASSUME IT'S PROBABLY ALL BEING HANDLED THERE, BUT I'LL, I'LL DEFER MAYBE TO THE ERCOT GUYS AND, AND JOHN AND, AND EVAN AND CHRIS ON WHAT YOU THINK NEXT STEPS SHOULD BE, IF ANY.
UH, YEAH, I, I'LL SAY THE, I MEAN, SOME OF THE SPECIFICS OF THE THINGS EVAN WAS TALKING ABOUT, OKAY, WE'LL GET INTO THOSE AT LLWG.
IN TERMS OF THE POLICY BY MARKET NOTICE, I THINK THIS WAS A HELPFUL CONVERSATION.
I THINK, UM, TO THE EXTENT ERCOT CAN INCREASE TRANSPARENCY AROUND IT, WHETHER THAT'S HAVING THESE, SOME CONVERSATIONS ATTACK PRIOR TO ISSUING THE MARKET NOTICE OR, UM, QUICKLY SHORTLY AFTER MARKET NOTICES TRYING TO GET LANGUAGE CODIFIED.
AGAIN, I THINK WHAT I'M HEARING A LOT ABOUT THIS IS THAT THERE IS NOT A LOT OF TRANSPARENCY AND THERE SHOULD BE MORE TO THE EXTENT THAT THAT IS POSSIBLE.
MAYBE I CAN TAKE IT UP WITH NATHAN AND WE CAN FIGURE OUT IN, IN WHAT CASES WOULD WE MAYBE WANT MORE INFORMATION FROM TAC LIKE THE EXIT PLAN FROM THE MARKET NOTICE OR, OR WHAT HAVE YOU.
EVERYBODY FEEL GOOD ABOUT THAT? ALL
[03:00:01]
RIGHT.ANYTHING ELSE ON THIS TOPIC? THANK YOU AND THANKS, UH, WE GOT A LOT OF ERCOT PARTICIPATION, SO I, I APPRECIATE THAT.
UM, AND I KNOW YOU GUYS HAVE A LOT ON YOUR PLATE, SO IT WAS GOOD TO HAVE FIVE, FIVE OF YOU AND PARTICIPATE IN THIS.
UM, LET'S GO TO SUZY AND OUR 2026 MEMBERSHIP SEGMENT ELECTIONS, ALL THE FUN STUFF WE DO.
I'LL JUST GO AHEAD AND BE REAL QUICK.
UM, MOST OF YOU HAVE ALREADY SEEN THE REMINDERS, UM, THAT WENT OUT EARLIER THIS WEEK.
THIS IS A SECOND NOTICE THAT MEMBERSHIP HAS SENT ABOUT GETTING YOUR MEMBERSHIP APPLICATION IN AND MAKING SURE THAT YOU DO THE WIRE FUND TRANSFER FOR PAYING YOUR MEMBERSHIP DUES.
BOTH OF THOSE THINGS HAVE TO BE IN FOR YOUR MEMBERSHIP APPLICATION FOR 2026 TO BE ACCEPTED.
AND THEN ALONG WITH THAT, UM, THE DATE OF RECORD IS NOVEMBER 7TH, FRIDAY, NOVEMBER 7TH, AND THE TAC AND SUBCOMMITTEE ELECTIONS FOR 2026 WILL BEGIN ON THAT FOLLOWING TUESDAY.
ANY QUESTIONS? YOU HAVE NOT SENT THOSE LITTLE EMAILS OUT FOR EACH SEGMENT, HAVE YOU? UM, I SENT THE EMAIL OUT AFTER PRS WITH THE TAC AFFIRMATION LETTER AND THE SUBCOMMITTEE LETTER, SO EVERYBODY COULD BE GETTING THOSE DOCUMENTS AND START WORKING ON THEM.
BUT AS FAR AS THE SEGMENTS, NO, THE ELECTION SCHEDULES.
YEAH, THAT'LL COME THAT WE'LL SEND A NOTICE OUT TO THE SEGMENT THE WEEK OF THE DATE OF RECORD ON THAT MONDAY, AND THEN FRIDAY IS THE DATE OF RECORD.
AND THE ELECTIONS WILL START THAT FOLLOWING TUESDAY.
IS THAT PETITION FOR ME, BOB? YEAH, ON, I'M TRYING TO FIGURE OUT THE STATUS.
UH, ARE YOU GONNA COME BACK AND I CAN'T REMEMBER FROM LAST YEAR, YOU KNOW, I'VE KILLED BRAIN CELLS.
ARE YOU GONNA COME BACK AND APPROVE IT? IT'LL SHOW APPROVED IN HERE, OR, I MEAN, THERE'S, THAT'S MY CONCERN IS YOU, YOU SHOULD BE GETTING A NOTICE, BUT YOU CAN ALSO LOOK ON THE WEBSITE.
IF YOU GO ON THE MEMBERSHIP TAB, WHICH I THINK IT'S UNDER THE GOVERNANCE.
WELL, I KNOW WE WON'T BE THERE BECAUSE THE CHECK HASN'T CLEARED YET.
OKAY, WELL THEN YEAH, THEN YOU'RE NOT, BUT I'M TRYING TO MAKE SURE THAT BOTH SIDES ARE DONE.
AND SO I'M PUSHING MY SIDE FOR ONE THING, BUT I DON'T KNOW WHERE I STAND ON.
YOU CAN ALWAYS REACH OUT TO MEMBERSHIP, BUT ERCOT.COM THAT AND, AND FIND OUT AND, AND ASK THEM.
BUT YOU KNOW, IF YOUR FEES HAVEN'T GONE, THEN IT'S NOT GONNA BE FINALIZED.
I JUST DON'T WANT TO GET TO ONE AND THEN THE OTHER ONE NOT, OR THE OTHER ONE NOT IN THE OTHER.
BUT I DO BELIEVE YOU RECEIVE A NOTIFICATION AFTER APPLICATION IS IN, BUT I'M NOT THE EXPERT ON THAT AREA, SO I CAN'T REALLY SPEAK TO IT.
BUT I I DO THINK YOU GET A NOTIFICATION ABOUT THE WIRE TRANSFER AFTER YOUR APPLICATION'S SUBMITTED.
ALL RIGHT, MARTHA, LET'S GET SOME ACTION ITEMS REMOVED.
UM, SO I WANTED TO GO BACK TO NUMBER SIX ON THE LIST, REVIEWING RUCK OPT-OUT TIMELINE PROVISIONS.
THIS CAME FROM ANDY WYNN WITH CONSTELLATION.
UH, I WOULD PROPOSE WE CAN REMOVE THAT ONE WITH THE PASSAGE OF NPR 1285 TODAY.
SO ARE THERE ANY OBJECTIONS TO REMOVING NUMBER FIVE FROM THE LIST? OKAY.
UM, IN MY MIND, AT LEAST ON NUMBER SEVEN, THIS ONE ALSO CAME FROM ANDY.
ORIGINALLY I HAD CONNECTED THIS ONE TO NPR 1279, WHICH WAS ACTUALLY APPROVED AT THE AUGUST TAC MEETING.
IT'S ALREADY GONE TO THE BOARD AS WELL.
UM, THERE WAS SOME COMMENT LAST MONTH FROM NED ON POSSIBLY WANTING TO REBRAND THIS IN SOME WAY.
SO, UM, MAYBE WE WANNA HEAR FROM NED TO SEE THE, THE LATEST THINKING ON THAT.
AND I THINK THIS ACTUALLY GOES BACK TO SOME OF THE DISCUSSION WE HAD JUST THIS MORNING ABOUT, YOU KNOW, THE PREVALENCE OF ROCKS.
I, I WENT BACK AND LOOKED AT THE, UH, THE ERCOT MONTHLY OPERATIONAL, UH, OVERVIEW FROM, FOR THE BOARD FROM SEPTEMBER.
AND IF YOU JUST LOOK AT, YOU KNOW, THE, THE TOTAL RUCK RESOURCE HOURS OVER, YOU KNOW, YEAR TO DATE, ALMOST EVERY SINGLE MONTH HAS BEEN HIGHER THAN, UH, EVEN THE HIGHEST MONTH IN 2024 OR EVEN BACK INTO MID 2023.
UH, AND IT HAS DOUBLED, UH, YOU KNOW, JULY TO AUGUST AND AGAIN AUGUST, UH, TO SEPTEMBER OR NEARLY DOUBLED.
UM, SO, YOU KNOW, THERE HAS BEEN A LOT OF RUCK ACTIVITY AND THAT HAS, UM, HAS STARTED TO, YOU KNOW, CONTINUE TO GRAB ATTENTION THAT THERE'S A LOT OF, UH, OPERATIONAL IMPACT ON RESOURCES FROM THAT.
THERE'S OBVIOUSLY MARKET IMPACTS ASSOCIATED WITH IT.
AND SO WHAT WE HAD WANTED TO DO WAS HAVE A, YOU KNOW, AN ACTION ITEM THAT HELPS US JUST KIND OF KEEP OUR EYE ON THAT.
UM, I KNOW THERE WAS SOME DISCUSSION AT THE CONGESTION MANAGERS WORKING GROUP EARLIER THIS WEEK ABOUT, YOU KNOW, POTENTIAL CAUSES AROUND, UH, BEHIND THAT.
AND THERE'S GONNA BE SOME MORE DISCUSSION THERE IN THE NEAR TERM.
I KNOW, UH, YOU KNOW, RA HAS SOME CONCERNS ABOUT THE, UH, THE MARKET IMPACTS THAT THAT HAS, THAT IT GOES BEYOND SOME OF THE THINGS THAT WE'VE ADDRESSED, LIKE AN NPR
[03:05:01]
1279.AND SO THAT'S WHY I'D FLAGGED THIS ONE IS THAT WE THINK THERE, THERE'S PROBABLY STILL MORE, SOME MORE WOOD TO CHOP.
UM, I THINK WE'LL LEARN MORE AS WE SEE THAT ANALYSIS COME, UH, COME BACK AND HAVE MORE DISCUSSION THERE.
SO, YOU KNOW, I RECOGNIZE THAT, YOU KNOW, IT'S PROBABLY APPROPRIATE TO CLEAR THAT LANGUAGE OUT.
I DO THINK HAVING SOME LANGUAGE AROUND A, UH, YOU KNOW, JUST KEEPING OUR EYE ON THE RUCK BALL IS, UH, IMPORTANT.
UM, WE ALSO HEARD THAT THERE'S, UH, SOME IMPLICATIONS OF THE ANSULAR SERVICE DEPLOYMENT FACTORS IN REALTIME IZATION AND REALTIME IZATION.
AND ON THE OTHER HAND IS SUPPOSED TO REDUCE THE PREVALENCE OF R ALL ELSE EQUAL.
BUT YOU KNOW, THERE'S A, THERE THERE'S A, A NUMBER OF CHANGES THAT WE HAVE, UH, EITHER RECENTLY APPROVED OR WILL BE IMPLEMENTED SOON, OR WE'RE OBSERVING OVER THE LAST FEW MONTHS.
THAT'S, THAT'S PRETTY IMPACTFUL.
SO I'D LIKE FOR US TO HAVE SOMETHING, UM, IF WE NEED TO WORK ON SOME MORE SPECIFIC LANGUAGE.
'CAUSE I KNOW IT HAD WORKED ON SOME AND UH, IT MAY HAVE NOT HAVE BEEN AS, UM, YOU KNOW, SPECIFIC AND, AND TANGIBLE THEN, YOU KNOW, MAYBE WE CAN COME BACK AT A FUTURE MEETING AND, UH, OFFER SOMETHING UP.
UM, YEAH, I THINK, UH, JUST IN A DISCUSSION WE HAD PRIOR TO THIS IS JUST, YOU KNOW, SOME OF THE OLDER ACTION ITEMS HERE ARE GONNA BE
SO I WAS SORT OF STRIVING THEN WE, AS WE ADD NEW ITEMS TO THE LIST TO BE ABLE TO TIE IT TO SOMETHING FAIRLY STRAIGHTFORWARD SO THAT WE WOULD KNOW WHEN IT'S BEEN COMPLETED.
SO I APPRECIATE YOUR WILLINGNESS TO PUT SOME THOUGHT INTO THAT.
WE CAN ADD ACTION ITEMS AT ANY TIME, UM, AS WELL.
SO, UH, ARE YOU OPEN TO REMOVING SEVEN AND COMING BACK WITH SOMETHING BRAND NEW AT, AT THE CORRECT, AT THE APPROPRIATE TIME? YEAH, I DO THINK THAT, YOU KNOW WHAT, UH, WHAT WE HAD ON THERE UNDER SEVEN WAS, IT WAS PRETTY SPECIFIC TO NPR 1279.
UM, HAPPY TO COME BACK AND, AND BRING SOME MORE SPECIFIC LANGUAGES.
THAT ISSUE REALLY CRYSTALLIZED A LITTLE BIT MORE.
AND I SAW YOU NODDING GORDON ABOUT, UH, THE CMWG COMMENT.
SO I ASSUME THAT, UM, AT LEAST THERE'LL BE SOME FORUM IN THE WMS SPACE TO KEEP OUR EYE ON THIS ISSUE, SO TO SPEAK.
I MEAN, HAVING, UH, WITH THE TEAM PUTTING TOGETHER THAT MONTHLY OPERATIONAL REPORT, WE ARE, WE'RE SEEING THE SAME TRENDS AND WE CONTINUE TO, TO LOOK AT, UH, THE, THE DRIVERS BEHIND THE INCREASE IN, IN ROCK ACTIVITY.
SO HAPPY TO CONTINUE TO HAVE THAT CONVERSATION, ESPECIALLY IF, IF WE HAVE MORE THAT WE, UM, THAT WE IDENTIFY THAT WE CAN BRING TO THE MARKET FOR DISCUSSION.
UH, SO WE'LL STRIKE THESE LAST TWO AND THEN WE WILL PLAN TO ADD SOMETHING RELATED TO ROCK AND THE VERY NEAR FUTURE AS WELL.
IT'S STILL YOU, IT'S A COMMENT FROM ME.
I'M CALLING ON YOU, BUT IT'S ANN'S FAULT.
UM, I BELIEVE WE SHOULD ADD AN ACTION ITEM FROM TODAY FOR WMS, THE ERS DREYFUS.
YOU CAN, YOU CAN SAY DREYFUS WAS RESPONSIBLE OR ME, UM, 'CAUSE WE'RE TRYING TO PUT A RESPONSIBLE PARTY BY THESE, I THINK.
UM, BUT IT SOUNDS LIKE ERCOT IS GOING TO RE WORK ON THAT REGARDLESS THE, THE ERS ISSUE.
SO I DON'T KNOW WHAT THE SPECIFIC WORDS ARE.
UM, DO YOU WANNA PUT LIKE REVIEW, YOU KNOW, PARTICIPATION OF PRICE RESPONSIVE RESOURCES AND ERS OR SOMETHING? THAT SOUNDS PERFECT.
AND ARE WE ASSIGNING THAT TO MARK? IT'S TO, YEAH, IT'S, IF IT'S STILL THERE IN TWO YEARS, YOU CAN BOTHER MARK AND WE'RE ASSIGNING IT TO WMS. OKAY.
OR TO BEST POINT EARLIER, YOU CAN JUST PUT CLAYTON GREER'S NAME ON IT AND CALL HIM IN TWO YEARS WHEN YOU WANT IT REMOVED FROM THE ACTION ITEMS.
ANYTHING ELSE? I SEE A COMMENT.
ROY TRU, DID YOU WANNA SPEAK UP? RORY, ARE YOU ON THE PHONE? YEAH, YEAH, SORRY.
UM, I WAS JUST LOOKING AT THAT LIST.
I WAS CURIOUS WHETHER OR NOT THERE WAS ANY THOUGHT TO REMOVING NUMBER THREE WITH THE CHANGES IN THE CURRENT ADMINISTRATION BECAUSE THAT, THAT CONCERN THAT WAS EXPRESSED THERE, I THINK IS NOT CURRENTLY MAYBE AS BIG A CONCERN.
UM, SO I DON'T, MAY NOT BE ABLE TO COVER THE ROS PART, BUT ARE THERE ANY ACTIVE DISCUSSIONS GOING ON AT
[03:10:01]
WMS ON THIS TOPIC, BLAKE, OR ANY PLANNED IN THE NEAR FUTURE? I APOLOGIZE, MARTHA, I MISSED THE FIRST PART OF THAT.ROY'S ASKING WHETHER WE CAN SAY THAT THIS ITEM IS COMPLETE.
I THINK WE WERE WANTING TO LEAVE IT OPEN.
UM, SO I, I WOULD, WE'VE HAD SOME INITIAL DISCUSSIONS BUT PROBABLY NEED TO REVISIT THOSE AT THIS POINT.
SO I'D RECOMMEND THAT IT REMAIN ON THE LIST.
YOU WANNA TAKE INVENTORY OF THAT ONE AND YEAH.
YEAH, THAT'S A GOOD, THAT'S A GOOD, UH, REMINDER.
WE'LL, WE'LL THINK ABOUT IT ROY.
LET BLAKE TAKE INVENTORY OF THAT ONE AND WE CAN DISCUSS IT AGAIN NEXT MONTH AS WELL.
YEAH, THAT WOULD BE MY SUGGESTION TO HAVE WMS AND ROSS CHECK IN ON IT.
AND THEN TALK ABOUT IT NEXT MONTH.
NED, WAS THAT ONE YOURS ORIGINALLY? OR SOMEBODY LIKE YOU
UM, THAT WASN'T WHAT I HAD MY CARD UP FOR THOUGH.
UM, OKAY, SO WE'LL I'LL STOP TAKING THE MIC FROM MARTHA.
WE WILL REVISIT THAT ONE AT ROSS WMS AND, AND TALK ABOUT IT NEXT MONTH AND NOT JUST LEAVE IT THERE FOREVER.
I DID WANT TO COMMENT ON THE NEW NUMBER SIX REGARDING PARTICIPATION OF PRICE RESPONSIVE LOADS IN ERS.
CAN WE ALSO MODIFY THAT TO SAY REVIEW OF, UH, PRE-DEPLOYMENT AND PAR PARTICIPATION OF PRICE RESPONSIVE LOADS IN ERS AND CAN WE ALSO PUT DRYFUSS BEHIND THAT ONE? COREY
I, I DO THINK YOU'LL HAVE TO ADD MY PARTNER NED AS WELL.
LOOKS LIKE NED, THAT'S LIKE ASKING SOMEONE TO DO MATH IN PUBLIC.
AND WE FINISHED WITH THE ACTION ITEMS FOR TODAY.
[16. Combo Ballot (Vote) ]
SO ALL WE HAVE LEFT IS THE COMBO BALLOT, SO WE CAN TAKE A MOTION IN A SECOND.ON THE MOTION TO APPROVE THE COMBO BALLOT, WE WILL START WITH THE CONSUMERS, WITH MARK.
SO ON BEHALF OF THE NATION OF BLUE CRIMSON LONGHORN DEVILS, I WILL VOTE YES.
I SAW YOU COME OFF MUTE, BUT I DIDN'T CATCH YOUR VOTE.
I CAN TAKE YOU IN CHAD, IF YOU'RE HAVING, I'LL COME BACK.
YOU UNDER OUR CO-OPS BLAKE, FOR MIKE WEISS.
UNDER OUR INDEPENDENT GENERATORS, BOB HELTON.
I THINK IT SEEMED LIKE HE HAD A CALL.
SHANE HAS THE BEST HEADGEAR OF THE DAY.
[03:15:01]
MARTHA, ONE THING TO SAY.ONTO THE MUNIS THOUGHT WAS DONE.
ALL MOTION CARRIES UNANIMOUSLY.
NO, I WAS JUST GONNA TALK TO SHANE.
I WAS GONNA SAY WITH THE HAT, YOU SAID NO ONE COULD TAKE, UH, TAKE CLAYTON'S PLACE.
BUT IF YOU REMEMBER THE LAST ONE THAT WORE A HAT THAT WAS, UH, WAS ENTERTAINING WAS CLAYTON, AND HE WORE THE CAT IN THE HAT.
WE ONLY HAVE ONE MORE TACK BEFORE THE END OF THE YEAR.
I SAID UGLY SWEATERS AND SAID NO.
YOU'VE GOTTA DO WHAT ANNE SAYS.
BUT I'LL, I'LL TAKE SU WE'LL TAKE SUGGESTIONS.
SHE SAID NO TO UGLY SWEATERS BECAUSE IT'S BEFORE THANKSGIVING.
LET'S, WE'RE, WE'LL TAKE SOME IDEAS.
AND IF THERE'S NO OTHER BUSINESS OR COMMENTS ON THEMES, UH, WE CAN ADJOURN.