* This transcript was created by voice-to-text technology. The transcript has not been edited for errors or omissions, it is for reference only and is not the official minutes of the meeting. [1. Antitrust Admonition] [00:00:07] ALL RIGHT. GOOD MORNING. THIS IS SUSIE CLIFTON WITH ERCOT. WE'RE ABOUT TO GO AHEAD AND GET STARTED WITH TODAY'S, UH, ATTACK MEETING. IF WE CAN GO AHEAD AND GET EVERYBODY IN THE ROOM TO TAKE A SEAT AND WE WILL GET STARTED. I'LL GO THROUGH THE MEETING REMINDERS VERY QUICKLY. UM, IF YOU'RE IN THE MEETING ROOM, YOU CAN ENTER THE CHAT BY RAISING YOUR CARD AND JORDAN'S OVER HERE IN THE FAR RIGHT SIDE OF THE ROOM. HE'LL ENTER YOU IN THE CHAT OR YOU CAN ENTER YOURSELF. ADDITIONALLY, IF YOU'RE ON THE WEBEX, PLEASE ENTER YOURSELF IN THE CHAT. THAT'S WHAT WE'RE USING TO, UH, QUEUE FOR EMOTIONS OR DISCUSSIONS. AND AS WE GO TO THE BALLOTING PROCESS, IF YOU'RE ON THE WEBEX, PLEASE MAKE SURE THAT YOU UNMUTE YOURSELF AS WE APPROACH YOUR SEGMENT. RETURN TO THE MUTE STATUS AFTER YOU HAVE CAST YOUR VOTE. AND THAT WILL HELP US BE A LITTLE BIT MORE EFFICIENT WITH THAT BALLOTING PROCESS. UM, IF YOU'RE HERE TODAY, PLEASE MAKE SURE THAT YOU SIGN IN IN THE SIGN IN SHEET OUTSIDE THE MEETING ROOM, AND THAT WAY WE CAN CONFIRM HAVING YOU HERE AND PRESENT TODAY IN THE MEETING MINUTES. AND THEN FINALLY, IF THE WEBEX ENDS FOR ANY REASON, GIVE US JUST A FEW MOMENTS AND WE'LL RESTART THE WEBEX WITH THE SAME MEETING DETAILS. AND IF WE ARE UNABLE TO DO SO, WE WILL SEND SOMETHING TO THE TAC LISTSERV SO THAT YOU'LL BE ABLE TO RETRIEVE THAT INFORMATION. AND WITH THAT, KAITLYN, WE DO HAVE A QUO AND OR READY TO BEGIN WHEN YOU ARE. THANKS, SUSIE. UM, BEFORE WE GET STARTED, THE ANTITRUST ADMONITION IS ON THE SCREEN TO AVOID RAISING CONCERNS ABOUT ANTITRUST LIABILITY PARTICIPANTS, OR CUT ACTIVITY SHOULD REFRAIN FROM PROPOSING ANY ACTION OR MEASURE THAT WOULD EXCEED OR CUTS AUTHORITY UNDER FEDERAL OR STATE LAW. AND THERE'S MORE INFORMATION ON THE WEBSITE. GOOD MORNING. IT'S NOVEMBER 19TH. IT'S OUR NOVEMBER TAC MEETING. THIS IS OUR LAST TAC MEETING OF THE YEAR. UM, WE WILL START WITH AL REPS AND PROXIES. I BELIEVE WE JUST HAVE TWO ALT REPS IN THE INDEPENDENT POWER MARKETER SEGMENT. REMI FROM SHELL HAS GIVEN THE ALT REP DESIGNATION TO SHANE THOMAS, AND IN THE MUNICIPALLY OWNED UTILITY SEGMENT. DAVID KEY FROM CPS HAS GIVEN HIS ALT REP DESIGNATION TO DIANA COLEMAN AT 1230. IS THAT CORRECT? I DON'T SEE DAVID, BUT WE'LL, I'M SURE WE'LL, WE'LL HAVE THIS FIGURED OUT. SO AT 1230 WE'LL SWITCH OVER TO DIANA. UM, AS FAR AS SORT OF ANNOUNCEMENTS FOR LUNCH, WE HAD A LUNCH DROP LINK. I CAN PUT THAT IN THE CHAT. THOSE ORDERS NEED TO BE PLACED BY 10 30. I THINK WE WILL STILL BE GOING PAST LUNCH. UM, TAKE LUNCH AT, AT 12 OR 1230 WHEN, WHENEVER LUNCH IS HERE AND THERE'S A GOOD STOPPING PLACE. AND JUST KIND OF DECIDE HOW, HOW LONG. WE'LL STOP FOR IF WE'LL DO A WORKING LUNCH. I DO NOT SEE RICHARD OR ERIN. RICHARD, ARE YOU ON THE PHONE WITH THE THEME OF THE MONTH? I ASKED BRIAN SAMS TO COME UP WITH ONE, BUT I GIVE HIM ABOUT 30 SECONDS NOTICE, SO I'M HAPPY TO DO IT. UH, GRATITUDE. WHAT ARE YOU GRATEFUL FOR? YEAH, THAT'S A GOOD ONE. GRATITUDE. DO YOU WANNA GO AROUND THE TABLE AND SAY WHAT WE'RE ALL THANKFUL FOR? UH, NO, NOT RIGHT NOW. OR JUST PAST THE SWEET POTATOES? YEAH, WE, WE'LL MAKE THAT A BARRIER TO GO INTO LUNCH. EVERYBODY HAS TO SAY WHAT THEY'RE GRATEFUL FOR. OKAY. AND I DON'T THINK WE HAVE ANY AGENDA, UH, CHANGES OR TIME CHANGES YET. SO LET'S GO AHEAD [2. Approval of TAC Meeting Minutes (Vote)] AND GET STARTED. FIRST OUR MEETING MINUTES, I THINK WE DO HAVE SOME EDITS FROM, FROM NED WHO CAN BE COUNTED ON TO STAY UP ALL NIGHT AND READ THE MINUTES. NED, DO YOU WANNA GO AHEAD OR SUSIE? SURE. THANKS KAITLYN. AND, UH, YEAH, THIS WAS JUST TO KIND OF ROUND OUT THE DISCUSSION OR THE, THE COMMEMORATION OF THE DISCUSSION THAT WE HAD AROUND THE, THE CHANGES IN THE LOAD POLICIES OR, OR NOT POLICIES, CHANGES, HOWEVER YOU MIGHT WANNA CHARACTERIZE IT. BUT THAT WAS, I THINK ONE OF THE POINTS THAT STAKEHOLDERS WERE TRYING TO CONVEY IS THAT, UM, YOU KNOW, HAVING MORE CLEAR, TRANSPARENT AND TRANSPARENT COMMUNICATIONS WHEN THOSE NEW PROCESSES ARE EITHER GOING TO BE ANNOUNCED OR, OR JUST AFTER THEY'VE BEEN ANNOUNCED IS, UM, HELPFUL. SO, UM, I HOPE THIS IS NOT CONTROVERSIAL, BUT, UM, THAT'S THE, THAT'S THE VOICEOVER. OKAY. I DON'T SEE ANYONE IN THE QUEUE ANY DISCUSSION ON NED'S SUGGESTED REVISION TO THE OCTOBER 22ND MEETING MINUTES. SO WE WOULD BE LOOKING TO APPROVE THE OCTOBER 22ND MEETING, MINUTES AS SUBMITTED, AS REVISED BY TECH. CAN WE PUT THAT ON THE COMBO BALLOT? YES. OKAY. [3. Meeting Updates] ALL RIGHT. MOVING RIGHT ALONG. UM, TO THE PUC OPEN MEETINGS, WE, WE USUALLY [00:05:01] HERE JUST PROVIDE AN UPDATE ON THE BOARD AND PUC OPEN MEETINGS WHERE THE, THE ERCOT REVISION REQUESTS THAT WE APPROVED OR REJECTED HAVE BEEN, OR I GUESS NOT REJECTED, BUT APPROVED HAVE BEEN CONSIDERED SINCE OUR LAST MEETING AT THE NOVEMBER 6TH, PUC OPEN MEETING COMMISSIONERS APPROVED ALL REVISION REQUESTS RECOMMENDED FOR APPROVAL BY TECH AT AND AT THE SEPTEMBER BOARD MEETING. AND I THINK NOW I WILL GO TO COMMISSION STAFF TO RAISE ANY OTHER COMMISSION OPEN MEETING ISSUES FOR TAX AWARENESS. THANK YOU. UH, I REALLY HAVE ONE ITEM, UH, I WANNA DISCUSS WITH TAG AS YOU KNOW, COMMISSIONER, YOU CAN, CAN YOU HEAR ME? NO, IT'S ALRIGHT. CAN YOU HEAR ME NOW? OKAY, SO COMMISSIONER APPROVED ER'S BUDGET IN PROJECT 3 8 5 3 3. AND ON THAT ORDER, THERE WAS A ASK FOR COMMISSION STAFF AND TO PROVIDE PERFORMANCE MEASURE FOR THE FIVE BIG INITIATIVES AND STAFF IS WORKING WITH ERCOT. WE ALSO WANT TO HEAR FROM THE STAKEHOLDERS. SO IF THE TECH IS AT LEAST BY SEGMENT, WE REALLY DON'T NEED LIKE 30 DIFFERENT EMAILS WITH WHITE PAPERS ATTACHED. WE DON'T WANT THAT. IF YOU COULD PROVIDE US BY MID-DECEMBER BY SEGMENT, WHAT SHOULD BE MEANINGFUL PRACTICAL PERFORMANCE MEASURES SHOULD BE FOR THESE FIVE BIG INITIATIVES THAT WILL BE VERY HELPFUL TO US. SO WE CAN SEE SOME PATTERNS AMONG THE STAKEHOLDERS AND WE CAN COMPARE THEM WITH WHAT T IS GONNA COME UP WITH. SO WE CAN GIVE A GOOD ROBUST, UH, UH, MEASURES TO THE COMMISSIONERS TO CHOOSE FROM. AND HOPEFULLY IT'LL BE ONE OF THE JANUARY OPEN MEETINGS, MAYBE THE SECOND OPEN MEETING IN JANUARY, WE WILL PROVIDE THAT AND THEY WILL APPROVE IT. BUT WE JUST WANNA HAVE SOME STAKEHOLDER FEEDBACK. OKAY. CAN YOU REPEAT THE DOCKET NUMBER SO I CAN PUT IT IN THE CHAT? 3, 8, 5, 3, 3. AND YOU ARE LOOKING FOR FEEDBACK? ONE PER SEGMENT BY A CERTAIN DATE BY MID-DECEMBER WILL BE GOOD. OKAY. THANK YOU. OKAY. ANY, UM, QUESTIONS ABOUT THAT? I'LL PUT THAT PROJECT NUMBER AND SORT OF THE ASSIGNMENT IN THE CHAT. OKAY. UM, ANY OTHER QUESTIONS, COMMENTS, CONCERNS ON THE MEETING? UPDATES? OKAY. ONE MORE. SO IKA, I THINK, UH, THERE IS, UH, ONE, UM, UH, PROJECTS RECENTLY BEEN OPENED. UH, ASKING SIMILAR QUESTION. UH, I DUNNO EXACTLY THE DOCKET NUMBER IS, BUT I CAN FIGURE IT OUT. UH, THE WAY YOU ARE TALKING IS, UH, THEY'RE ASKING THE SIMILAR, UH, QUESTION IN THERE AS WELL. SO LET ME, LET ME FIGURE THAT OUT AND I'LL SHARE THAT PROJECT NUMBER. YOU MEAN THERE'S ANOTHER PROJECT ABOUT YES. ERCOT BUDGET. I'M NOT AWARE OF ANY. UH, IS THAT THE ONLY BUDGET YOU'RE TALKING ABOUT? IT'S THE ONLY, THERE IS ONLY ONE PROJECT AT THE COMMISSION INTERCHANGE FOR ERCOT BUDGET. OKAY. AND THE ORDER HAS BEEN ISSUED. IT'S THE LAST ITEM IN THAT PROJECT IS THE ORDER. OKAY. WELL, THANK YOU. OKAY. GARRETT, WERE YOU IN THE QUEUE YOURSELF OR? THAT WAS FOR NAVA. OKAY. OKAY, LET'S GO AHEAD AND MOVE ON. UM, ARE WE GOOD, ERICA? GREAT. THANK YOU FOR THE INPUT THERE AND THE, THE AWARENESS. UM, [4. Review of Revision Request Summary/ERCOT Market Impact Statement/Opinions] SO REVIEW OF REVISION, REQUEST SUMMARY OR CUT MARKET IMPACT STATEMENTS AND OPINIONS. UM, I WILL TURN IT OVER TO ANN. ALL RIGHT, THANK YOU. UH, PRETTY LIGHT AS FAR AS REVISION REQUESTS GO. THIS MONTH WE HAVE EIGHT, UH, THAT ARE UP FOR TECH CONSIDERATION, NOT INCLUDING 2 64, WHICH WILL REMAIN TABLED. UM, FOR THE REASONS FOR REVISION, WE HAVE SIX THAT, UM, FALL INTO THAT GENERAL SYSTEM AND PROCESS IMPROVEMENT CATEGORY, AND THEN TWO THAT ARE REGULATORY AND FOR IMPACTS, WE HAVE PGO 1 31, WHICH IS BETWEEN 50 AND 70 5K, AND THEN 1294 IS A LESS THAN 5K, O, AND M. AND THEN EVERYTHING ELSE IS NO IMPACT. ERCOT DOES SUPPORT APPROVAL OF ALL OF THE REVISION REQUESTS HERE TODAY. UM, THERE HAVE BEEN NO CREDIT IMPLICATIONS FOUND BY CFSG AND THE IMM HAS NO OPINION ON THE REVISIONARY REQUEST EXCEPT FOR 1287, WHICH THEY DO SUPPORT. OKAY. ANY QUESTIONS OR COMMENTS HERE FOR ANNE? AND I KNOW JEFF IS ON THE LINE IF WE HAVE QUESTIONS OR COMMENTS FOR HIM. OKAY. I THINK WE ARE GOOD TO KEEP MOVING. I SEE RICHARD, THOUGH, RICHARD, WE, WE DECIDED THE THEME IS GRATITUDE. NO, THAT'S NOT THE THEME AT [00:10:01] ALL. , IF YOU WANT, THIS IS VERY GRINCH BEHAVIOR. IF, IF YOU WANT, IF YOU WANT TO GO WITH IT, THAT'S FINE, BUT THE, THE, THE WORD OF THE MONTH IS VENTILATE. UH, AND, AND THE USE OF IT WAS IN THE CONTEXT OF, YOU KNOW, OKAY, NOW THAT WE'VE, WE'VE, YOU KNOW, ANN HAS VENTILATED ON KOTS OPINION ON ALL THESE MATTERS, WE CAN MOVE FORWARD OR APPRECIATE THE, IT WAS USED IN THE CONTEXT OF AN ATTORNEY IN THE MIDST OF A VERY BIG ARGUMENT. BUT VENTILATE IS THE WORD OF THE MONTH. UH, WE DID HAVE, HEY, DUDES DAY AT, UH, THE MEETING THIS WEEK. I DID NOT THINK THAT THE D THAT I THOUGHT OUR ATTACK MEETING WAS TOO DIGNIFIED TO SUGGEST WE ALL WEAR OUR HEY DUDES AND SLIPPERS, BUT WE'RE QUITE DIGNIFIED HERE. I MEAN, VENTILATE WITH A V , YES. VENTILATE, VENTILATE, VENTILATE. IT WAS A PASSIONATE VENTILATION OF ISSUES AND WE'VE RESOLVED IT. SO THAT'S, THAT'S ALL I'VE GOT TO SAY ABOUT THAT. LIKE AIRFLOW, BE GRATITUDE, BE USE GRATITUDE, USE VENTILATE, WHATEVER IT TAKES TO GET US TO TWO O'CLOCK . OKAY, WE'LL GET YOU TO TWO O'CLOCK, RICHARD. ALRIGHT. [5. PRS Report (Vote)] UM, SO NOW WE CAN, I BELIEVE GO TO OUR PPRS REPORT. GOOD MORNING TACK. DIANA COLEMAN WITH CPS ENERGY, THANKFUL AND VENTILATING. ON THE NOVEMBER PRS AGENDA. WE HAVE SEVERAL REVISION REQUESTS THAT ARE COMING TO US, SPONSORED FROM ERCOT. NOT A LOT OF DISCUSSION ON ANY OF THESE. UM, START WITH 1274. ON OCTOBER 8TH, PRS VOTED UNANIMOUSLY TO RECOMMEND APPROVAL OF 1274 AS AMENDED BY THE AUGUST 20TH ENCORE COMMENTS. AND THEN ON NOVEMBER 12TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO ATTACK THE OCTOBER 8TH PRS REPORT AND THE FEBRUARY 25TH IA FOR 1287. ON OCTOBER 8TH, WE VOTED UNANIMOUSLY TO RECOMMEND APPROVAL OF 1287 AS AMENDED BY THE AUGUST 18TH ERCO COMMENT. AND ON NOVEMBER 12TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO ATTACK THE OCTOBER 8TH PRS REPORT IN THE MAY 27TH IA FOR 1300. ON OCTOBER 8TH, WE VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS SUBMITTED. AND ON NOVEMBER 12TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO ATTACK THE OCTOBER 8TH PRS REPORT IN THE SEPTEMBER 11TH IA. AND FINALLY, FOR 1303 ON OCTOBER 8TH, WE VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS AMENDED BY THE OCTOBER 7TH ERCOT COMMENTS. AND THEN ON NOVEMBER 12TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD ATTACK THE OCTOBER 8TH PRS REPORT AND THE OCTOBER 21ST REVISED A E OKAY, LET'S PAUSE THERE. THANK YOU, DIANA ON 1274. I'M GONNA LET ANN MAKE A NOTE FOR US. I BELIEVE THEY'RE RELATED COMMENTS TO 1280. YEAH, SO 1274 IS UPDATING THE CAPITAL COST FOR THE TIER CLASSIFICATION. LAST T MEETING, WE PASSED 1280, WHICH, UM, ALSO TOUCHED THAT SECTION AND IS AT THE DECEMBER BOARD. HOWEVER, IT DOESN'T HAVE THE UPDATED COSTS THAT ARE BEING IMPLEMENTED BY 1274. SO JUST FOR TRANSPARENCY, I THINK OUR PATH FORWARD WILL BE TO FILE COMMENTS ON 1280 AT THE DECEMBER BOARD, BUT WE DON'T HAVE TO DO ANYTHING WITH 1274. WE CAN JUST MOVE IT FORWARD FOR NOW. OKAY. OKAY. SO THOSE WERE ALL, UM, UNOPPOSED AND NO IMPACT. SO WE ARE LOOKING TO RECOMMEND APPROVAL OF NPR 1274 AS RECOMMENDED BY PRS IN THE 1112 PRS REPORT. RECOMMEND APPROVAL OF 1287 AS RECOMMENDED BY PRS IN THE 1112 PRS REPORT. RECOMMEND APPROVAL OF NPRR 1300 AS RECOMMENDED BY PRS IN THE 1112 PRS REPORT AND RECOMMEND APPROVAL OF NPRR 1303 AS RECOMMENDED BY PRS IN THE 1112 PRS REPORT. CAN WE PUT THOSE ALL ON THE COMBO BALLOT? YES. OKAY. OKAY. LET'S PUT THOSE ON THE COMBO BALLOT. GO TO THE NEXT SLIDE, DIANA. UM, LET'S GO TO NP 1298. OKAY. SO 1298. THIS IS COMING TO US FROM RA. THIS IS THE TIMING REQUIREMENTS FOR COMMENTS TO SUBCOMMITTEE REPORTS. ON NOVEMBER 12TH, WE VOTED TO ENDORSE AND FORWARD TO ATTACK THE OCTOBER 8TH PRS REPORT AND THE OCTOBER 27TH IA. THERE WERE TWO OPPOSING VOTES FROM, UH, THE CONSUMER AND IOU MARKET SEGMENTS. AND ALSO TWO ABSTENTIONS. [00:15:02] I SEE KATIE COME INTO THE TABLE. UM, DOESN'T NEED MEAN YOU NEED TO GET IN THE QUEUE. ANY, ANY DISCUSSION ON THIS NPRR BEFORE WE TAKE A VOTE? WE'D NEED A MOTION TO GO AHEAD, NED. I'LL MAKE THE MOTION TO ENDORSE. OKAY. OKAY. UH, MOTION. DO WE HAVE A SECOND? OKAY. SECOND BY BOB HILTON. SO THERE'D BE A MOTION AND A SECOND TO APPROVE, UH, RECOMMEND APPROVAL OF NPR 1298 AS RECOMMENDED BY PRS IN THE 1112 PRS REPORT. I BELIEVE WE NEED A SEPARATE BALLOT FOR THIS. WE ALREADY TOOK THE MOTION. AND SECOND, I'M HAPPY TO PUT IT ON THE COMBO THOUGH, IF ANYBODY, I, I THINK WE NEED A SEPARATE BALLOT. OKAY, COREY, LET'S GO AHEAD. ALL RIGHT. THANK Y'ALL. AND THE MOTION TO RECOMMEND APPROVAL OF 1298. WE WILL START UP WITH THE CONSUMERS. WITH MARK. YES. THANK YOU, NICK. YES. THANK YOU. GARRETT ABSTAIN. THANK YOU, SIR. MIKE REED. MIKE REID, YOU WITH US? OR I CAN TAKE YOU IN CHAT. I'LL LOOP BACK TO MIKE. HOW ABOUT BETH? UH, YES. THANK YOU. NAVA? YES. THANK YOU. THANK YOU. ONTO OUR CO-OPS, MIKE WISE? YES. THANK YOU, BLAKE. YES. THANK YOU, JOHN. YES. THANK YOU, KYLE. YES. THANK YOU. ONTO OUR INDEPENDENT GENERATORS, BOB HILTON. YES, SIR. THANK YOU, SIR. CAITLIN ABSTAIN. THANK YOU. BRIAN ABSTAIN. THANK YOU. AND NED? YES. THANK YOU, COREY. THANK YOU, SIR. ONTO OUR IPM. SETH. YES. THANK YOU SHANE FOR REMI? YES, SIR. THANK YOU. THANKS SIR. JEREMY? YES, YOU, I'M NOT SURE IF IAN HALEY'S JOINED THE PARTY YET. NOT YET. I'M SURE HE IS VENTILATING IMPORTANT ISSUES. WE'LL MOVE ON TO OUR I REPS. BILL BARNES. YES. THANK YOU. JENNIFER. YES. THANK YOU. JAY? YES. THANK YOU. THANK YOU. CHRIS GOT YOUR YES IN CHAT. CHRIS, THANK YOU. UNDER IOUS, KEITH? ABSTAINED. ABSTAIN. GOT YOU. KEITH AND MIKE REID. I'VE GOT YOU. GOOD LUCK WITH THE FIRE DRILL. I'VE GOT YOUR ABSTENTION IN CHAT. UM, AND BACK DOWN TO OUR IOUS, DAVID ABSTAINING. THANK YOU. OKAY. THANK YOU, RICHARD. I HATE ABSTAINING Y'ALL. NO, I'M GRATEFUL FOR THAT, SIR. MARTHA? I VOTE YES. THANKS, COREY. THANK YOU. ONTO OUR MUNIS. JOSE? UH, YES. THANK YOU. ALICIA? YES. THANK YOU. AND DAVID KEY. HE'S HAVING SOME WEBEX ISSUES. HOLD ON. DO WE DAVID, I CAN TAKE YOU IN CHAT IF YOU'RE HAVING AUDIO ISSUES. CAN YOU HEAR ME NOW? YES, I CAN. AWESOME. UH, VOTE. YEAH. SORRY. NO WORRIES. THANK YOU, SIR. MOTION CARRIES 95% IN FAVOR. 5% OPPOSED? SIX ABSTENTIONS. OKAY, LET'S GO TO KATIE AND THEN TO, TO HAIKA WITH STAFF. WOW. UM, NOW I'D LIKE TO SPEAK, I WOULD LIKE TO SAY THANK YOU TO EVERYONE. THIS DID RESULT FROM THE TAC BIENNIAL REVIEW. IT WAS SOMETHING THAT SUBCOMMITTEE LEADERS POINTED OUT ACROSS THE BOARD. I WOULD LIKE TO THANK ALL OF THEM FOR WORKING WITH ME ON THIS. THANK YOU TO OR CUT STAFF. I KNOW WE TRADED A LOT OF EMAILS AND HAD A LOT OF IN PERSON. SO I DO APPRECIATE YOU SUPPORTING THIS ULTIMATELY. UM, AND I DO HOPE THAT IT DOES PROVIDE SOME IMPROVEMENT TO WHAT WE HAVE BEEN SEEING RECENTLY, UM, IN THE TREND WITH LATE FILED COMMENTS. I KNOW JUST WITH MY LAST ROSS MEETING, I THINK I HAD ABOUT 15 [00:20:01] LATE FILED ITEMS LISTED UNDER MY AGENDA REVIEW. UM, SO THANK YOU ALL FOR RECOGNIZING THAT SOMETHING NEEDS TO BE DONE IN, I HOPE THIS IS THE FIRST STEP TO GET US THERE. SO I APPRECIATE YOUR SUPPORT. THANKS, KATIE. LET'S GO TO IKA. YEAH, I HAD JUST ONE QUESTION. UM, THE SEGMENTS WHO VOTED NO AND ABSTAINED, I DON'T SEE ANY COMMENTS FILED. I ONLY SEE VISTRA COMMENTS. SO MAYBE, UH, RICHARD DRAWS, CAN YOU EXPLAIN HIGH LEVEL WHY YOU ARE AGAINST THIS NPRR? BECAUSE I DON'T SEE ANY WRITTEN COMMENTS. FILE. YEAH. THANK YOU. WELL, I JUST, I MEAN, NUMBER ONE, I THINK, I DON'T THINK IT WAS NECESSARY. I, I THINK THIS COULD BE ACCOMPLISHED. UM, YOU KNOW, WE'VE, WE'VE WORKED WELL WITHOUT THIS FOR, FOR MANY YEARS, AND IT CONCERNS ME, UM, UH, IF, IF WIELDED INAPPROPRIATELY, THIS COULD END UP PLACING TOO MUCH POWER IN THE POSITION OF THE CHAIR. I DON'T HAVE ANY EVIDENCE TO SAY THAT WILL HAPPEN. I DON'T KNOW IF WE'D HAD THIS RULE IN PLACE FOR THE LAST 20 YEARS IF IT WOULD'VE ADVERSELY IMPACT ANYTHING. BUT I DO WORRY ABOUT FOLKS, UM, UH, BEING DISMISSED, UM, BECAUSE WE DO HAVE A VERY TOUGH TIMELINE SOMETIMES, AND I WANNA MAKE SURE THAT, UH, FOLKS ARE HEARD. UM, ALTHOUGH I WILL SAY THAT I, I DO KNOW THAT WE'VE EXPERIENCED SOME SITUATIONS IN THIS VERY GROUP WHERE I FELT LIKE WE WERE REPEATEDLY AMBUSHED WITH COMMENTS ON AN ISSUE THAT WAS VERY, VERY TOUGH. UH, AND IT DELAYED IT AND DELAYED IT AND DELAYED IT. AND THAT WAS REALLY TRULY A RELIABILITY ISSUE IN MY OPINION. AND I WAS READY FOR US TO GET IT TO ADDRESS QUICKLY. SO I DO REALIZE THERE'S A SITUATION, BUT, UH, I JUST, I THINK, UM, FROM A PERSONAL STANDPOINT, UM, YOU KNOW, I WAS AS A CHAIR OF A WORKING GROUP, NOT IN ERCOT, BUT IN OTHER REGIONS, I WOULD NOT HAVE WANTED TO DISMISS AND BE THE ONE, BE THE ARBITRATOR ADMINISTERING THAT KIND OF THING, UH, FOR FEAR OF THE PERCEPTIONS ONE WAY OR THE OTHER. SO THAT'S PROBABLY MORE THAN YOU WANTED. MORE THAN, BUT I'VE VENTILATED MY FEELINGS. THANK YOU. NO, IT, IT WAS VERY HELPFUL. UM, AND YOU KNOW, WE, WE HAVE A RECORD FROM PRS OF A LOT OF THE NO AND ABSTENTION VOTES, UM, AND, AND VERBAL COMMENTS. AND WE DO PROVIDE THOSE NOS TO THE BOARD. BUT IF THERE IS SOMETHING FURTHER STAFF IS LOOKING FOR AHEAD OF TECH, MAYBE WE SHOULD TALK ABOUT THAT OFFLINE AND, AND HOW TO BEST FULFILL THAT. OKAY. I THINK I SAW KATIE FIRST, AND THEN WE'LL GO TO JOHN SUBURB. YEAH, I JUST WANNA CORRECT SOMETHING THAT RICHARD SAID WITH REGARD TO THE CHAIR HAVING TOO MUCH POWER. IF YOU LOOK AT THE NEW LANGUAGE, IT REFERS TO THE SUBCOMMITTEE AS A WHOLE. SO REALLY THE CHAIR, IF THEY CHOOSE TO DO SO, AS I HAVE DONE, I AM JUST LAYING OUT WHAT CAME IN LATE. IN SOME WAYS THAT MIGHT JUST BE A REMINDER TO FOLKS THAT THEY NEED TO HIT REFRESH, UM, BECAUSE SOME LAST MINUTE WORKING GROUP OR ERCOT REPORTS CAME IN, OR IT MAY BE A HUGE ISSUE IF ONE MATTER, IT HAS URGENCY, YET THERE HAVE BEEN FIVE SETS OF COMMENTS THAT WERE FILED THE NIGHT BEFORE. SO IT IS REALLY RAISING AWARENESS AND ALSO WANTED TO MAKE IT VERY CLEAR THAT THE BODY NEEDS TO EXPRESS CONCERN, NOT JUST THE CHAIR. NOTED. THANKS, KATIE. UH, JOHN HUBBARD. JOHN HUBBARD WITH TAC. UM, I JUST WANTED TO ECHO BOTH WHAT RICHARD AND CAITLYN SAID. THERE WAS A ROBUST DISCUSSION ON THIS AT PRS. UM, I THINK FROM A CONSUMER PERSPECTIVE, IT'S HARD FOR US TO STAY AS ON TOP OF SOME OF THE SUBCOMMITTEES. AND SO WE DIDN'T WANT, SO PART OF THE REASON THAT CONSUMERS VOTED NO AT PRS AND ABSTAINED HERE WAS THAT, UH, WE DIDN'T WANNA BE DISADVANTAGED IF WE HAVE TO FILE LATE COMMENTS OR SOMETHING. BUT I THINK THE PHILOSOPHY BEHIND IT IS GOOD. UM, I JUST DON'T KNOW IF IT'S NEEDED. OKAY. THANK YOU. ANY OTHER QUESTIONS OR COMMENTS ON, UH, MPR 1298? OKAY, THANK YOU. AND THANKS, KATIE. I DO APPRECIATE THE, THE HARD WORK. UM, AND THAT DID ARISE OUT OF THE STAKEHOLDER REVIEW. UM, AND I THINK IT'S SOMETHING WE CAN CONTINUE TO BE MINDFUL OF AND, AND ITERATE ON AND, AND SEE, YOU KNOW, WHAT IS MOST IMPACTFUL. THANK YOU, CAITLIN AND MARTHA. OF COURSE. OKAY. DIANA, DO, DO YOU HAVE ANYTHING ELSE IN YOUR PRS REPORT? THAT'S IT. AWESOME. OKAY. THANK YOU FOR THAT. BUT WE DO HAVE ONE OTHER ITEM UNDER PRS, OUR NEWLY [00:25:01] ADDED TAC PRIORITIZATION UPDATE. SO, UH, TROY, PLEASE TAKE IT AWAY. GOOD MORNING. THANK YOU. HAVE A QUICK UPDATE THIS MORNING JUST TO SHARE ANY CHANGES SINCE THE LAST REPORT I HAD AT TAC. UH, FOR STARTERS, UH, THE C THE CONTROLLABLE LOAD ENHANCEMENTS, NPR R IS 1188 AND 1244 ARE NOW APPROVED TO START AS A SINGLE PROJECT IN DECEMBER. WE'VE BEEN TALKING TO THE VENDOR ALREADY. WE'RE HOPING TO EXPEDITE AND AT LEAST GET SOME PORTION DELIVERED IN 2026. SO THAT, UH, IS A FIRMER STATEMENT THAN WHAT I WAS HERE WITH LAST MONTH THAT WAS INDICATING THIS, BUT IT WAS, IT WAS NOT, UH, APPROVED TO START YET AS A PROJECT. SECONDLY, TALKED ABOUT THE LARGE LOAD CURTAILMENT MANAGER PROJECT THAT ERCOT ENVISIONING, I'VE CONFIRMED IT WILL HAVE NPR 1238 IN IT. IT'S A CANDIDATE FOR THE AN EARLY 2026 START. THE IA IS NEARLY COMPLETE. SO BY THE NEXT PRS MEETING, I'LL HAVE SOME INFORMATION ON THE TIMING FOR THAT. AND THEN TWO OF THE SMALLER PROJECTS THAT I HAD PUSHED INTO 2027 TEMPORARILY, 1198 AND 1290 PHASE TWO, I'VE NOW BROUGHT BACK INTO 2026. WE'RE HOPEFUL BOTH OF THOSE CAN GET GOING IN THE LATE Q1, EARLY Q2 TIMEFRAME, BUT THAT WOULD BE VERY DEPENDENT ON ANY RTC PLUS B STABILIZATION PRIORITIES. IS THERE A QUESTION? YES. HI. HI THERE. UH, BRIAN SAMS CALPINE HERE. UH, JUST IN TERMS OF THE LARGE LOAD CURTAILMENT MANAGER PROJECT, I, I, I KNOW THAT, UM, THERE'S, YOU, YOU'RE SAYING THAT TARGET IS TBD SHOULD WE EXPECT IT TO BE IN PLACE BEFORE WINTER OF NEXT YEAR, LIKE WINTER 26, 27? WHAT I'M HEARING IS THAT WE, THIS IS LIKELY TO BE A FAIRLY LARGE PROJECT, SO WE'RE HOPING TO HAVE KIND OF A PHASE DELIVERY SO THAT SOME OF THE MORE URGENT PIECES CAN COME EARLIER THAN A BIG BANG AT THE END. THAT TELLS ME THAT HOPEFULLY BEFORE THE END OF 2026, WE WOULD'VE SOMETHING OUT THERE. BUT SINCE THE PROJECT HASN'T STARTED, WE HAVEN'T EVEN FINISHED COSTING IT OUT YET. THAT'S JUST WHAT I AM HOPEFUL THAT WE'LL SEE. OKAY. I JUST, UM, THE SOONER YOU CAN PROVIDE DETAILS, THE BETTER IT WILL BE IN TERMS OF PARTICIPATION IN THE PRODUCT. THANK YOU. OKAY. OKAY. ERIC GOFF, UH, FOLLOW UP ON THAT SAME TOPIC. UM, WILL THERE BE AN NPRR OR OPERATING GUIDE REVISION ASSOCIATED, UH, WITH THIS PROJECT? I DON'T KNOW AT THIS TIME. I CAN CERTAINLY FOLLOW UP WITH THE, UH, BUSINESS OWNERS INTERNALLY TO SEE, WOULD SEEM LIKE THERE'D BE LIKELY THINGS THAT WOULD TOUCH, YOU KNOW, DIFFERENT, UH, GOVERNING DOCUMENTS. SO THAT'S A GOOD POINT. I'M NOT SURE IF THE TEAM'S BEEN TALKING ABOUT THAT, SO I'LL BRING THAT UP. OKAY. UM, IT'S, IT'S PRETTY CLEARLY NECESSARY TO, TO DO THIS PROJECT. UM, BUT IT WOULD BE, I THINK, VERY HELPFUL TO COORDINATE WITH THE FACILITIES IN QUESTION THAT WILL BE CURTAILED, UM, IN SOME FASHION. AND I, I HOPE THAT, THAT, THAT WILL HAPPEN. UM, IT'S IN THE SPIRIT OF SB SIX THAT, UM, YOU KNOW, SB SIX REQUIRES THAT UTILITIES, UM, COORDINATE TO THE EXTENT FEASIBLE WITH THE LARGE LOADS ON CURTAILMENT. AND THE MORE THAT THAT, THAT FACILITATION CAN BE, UM, DETERMINED IN ADVANCE AND AUTOMATED, THE BETTER BE FOR EVERYBODY BECAUSE WE'LL HAVE A GOOD SENSE OF, UM, OF WHAT IS EXPECTED OF THESE FACILITIES AND, AND HOW THEY'LL OPERATE. AND, BUT THAT FACILITATION, I THINK, IS A KEY PHRASE IN SB SIX AS WE'RE CONSIDERING THE, THE PROJECT MANAGEMENT OF THIS. THANKS. ABSOLUTELY. I'M SURE SOME OF THE BUSINESS OWNERS ARE DIALED IN AND LISTENING NOW, BUT I'LL BE ALSO MENTION THIS TO THEM. OKAY. MARK DREYFUS. THANK YOU CHAIR. UH, ALONG THOSE SAME LINES, I, I WONDER IF KEITH, YOU COULD GIVE US AN IDEA WHEN WE MIGHT BE ABLE TO GET A COMPREHENSIVE BRIEFING ON THIS EITHER HERE OR IN THE APPROPRIATE SUBCOMMITTEE. YOU KNOW, AT AT WMS, WE ARE BEGINNING TO HAVE A COMPREHENSIVE CONVERSATION ON DEMAND RESPONSE. AT LEAST I'M HAVING THAT CONVERSATION. I'M NOT SURE IF EVERYBODY ELSE AT WMS IS HAVING THAT CONVERSATION. AND, AND WE'VE BEEN TOLD THAT THERE'S SOME KIND OF WHITE PAPER UNDER DEVELOPMENT ON DEMAND RESPONSE. AND I, I THINK IT'S REALLY IMPORTANT [00:30:01] THAT WE LOOK AT THE BIG PICTURE OF ALL THESE ELEMENTS OF DEMAND RESPONSE. UH, THIS IS OBVIOUSLY A VERY IMPORTANT PIECE OF THAT. WE'VE BEEN DIRECTED TO DO IT BY THE LEGISLATURE, BUT, BUT WE OUGHT TO BE ABLE TO FIT ALL THESE THINGS TOGETHER IN A, IN A THOUGHTFUL WAY. SO I HOPE YOU GUYS CAN BRING FORWARD A BRIEFING, UH, SPECIFICALLY ON THIS ISSUE AS SOON AS POSSIBLE. AND THEN, OF COURSE, ON THE BIGGER PICTURE QUESTIONS WE'VE BEEN ASKING, THANKS, I'M JUST RESPONDING TO, TO MARK MARK'S POINT IS THAT, YES, WE ARE EVALUATING DEMAND RESPONSE, UH, MORE HOLISTICALLY, UH, AND WE'RE HOPEFUL TO HAVE SOMETHING EARLY NEXT YEAR, JANUARY TIMEFRAME, UM, IN TERMS OF EVALUATING THE VARIOUS ELEMENTS. UM, I THINK THE, THE CHALLENGE HERE TOO IS MOVING SOME OF THE SENATE BILL SIX STUFF. UM, I CAN'T GUARANTEE THEY'LL ALL BE AT, IN, IN LOCKSTEP, BUT, BUT I THINK OUR VIEW IS TO THE EXTENT THAT WE CAN DO THAT HOLISTIC PICTURE, WE'D, WE'D LIKE TO DO THAT, GIVEN THAT THERE ARE A LOT OF OTHER ELEMENTS THAT WE'VE BEEN TALKING ABOUT OVER THE LAST COUPLE MEETINGS, UH, AND THE FACT THAT THIS IS GONNA BE A HIGH PRIORITY ITEM, UM, FOR MUCH OF 26 AS WELL. SO THAT'S WHAT I CAN OFFER RIGHT NOW. BUT AS WE MOVE FORWARD, WE'LL, WE'LL OFFER MORE. THANKS. OKAY. THANKS, KEITH. DAVID KEY. YEAH, THANKS, CAITLIN. UH, I JUST WANTED TO ECHO MARK'S SENTIMENTS, AND I THINK WE TOTALLY AGREE, UH, JUST WANTED TO SEE A MORE COMPREHENSIVE LOOK AT THIS AS WE'VE BEEN, UM, EVALUATING HOW TO ACCOMMODATE LARGE LOADS. UM, TURNS OUT YOU TOUCH EVERY PART OF THE UTILITY, UH, VALUE STREAM. SO, UM, I KNOW TYPICALLY ERCOT DOESN'T INCLUDE DISTRIBUTION ASSETS AND OPERATIONS IN THEIR EVALUATIONS, OR MAYBE THEY DO TOOK THE T DS, THE TSP. UM, I JUST WANTED TO ASK THAT WE REMAIN, UH, AWARE THAT THERE ARE GONNA BE MULTIPLE, UM, PARTS OF THE, THE, YOU KNOW, UTILITY WORK STREAM THAT NEEDS TO BE CONSULTED. UM, I DO ALSO AGREE WE NEED TO BE TALKING WITH THE FOLKS THAT ARE GONNA BE CURTAILED, UM, AND MAKE SURE WE'RE COORDINATING ALONG THOSE LINES SO THAT EVERYBODY'S, UH, KIND OF HEADING DOWN THE SAME ROAD. SO I WANTED TO FLAG THAT BECAUSE IT'S SOMETHING WE DON'T NORMALLY DO AT ERCOT, YOU KNOW, AS A, AS A, AS A BODY, NOT JUST ERCOT THE, UH, SYSTEM OPERATOR, BUT ALSO ERCOT AS A BODY. SO WE ALL NEED TO WORK ON THIS, AND I THOUGHT IT WAS, UH, WORTHY OF RAISING HERE. THANK YOU. THANKS, DAVID. NED. THANK YOU, CAITLYN. UM, I WANTED TO ECHO SOME OF THE COMMENTS THAT, THAT ERIC HAD JUST ABOUT, YOU KNOW, TRYING TO MAKE SURE THAT, THAT WE'VE GOT, UM, THE, THE STEPS, YOU KNOW, RECOGNIZED IN EITHER THE PROTOCOLS OR THE OPERATING GUIDES OR WHATEVER BINDING DOCUMENTS THERE ARE. JUST BECAUSE I, I KNOW THAT THE FIRST TIME THAT ANY OF THESE TOOLS ARE UTILIZED, I KNOW I'LL GET A LOT OF QUESTIONS ABOUT, YOU KNOW, OKAY, WHAT WERE THE, THE STEPS WAS THAT, YOU KNOW, AS EXPECTED, AND I THINK IT'LL JUST BE HELPFUL FOR US TO ALL GO THROUGH THAT EXERCISE TO, YOU KNOW, HAVE A COMMON EXPECTATION. WELL, OBVIOUSLY IT'LL BE ITERATIVE, JUST LIKE EVERYTHING, RIGHT? WE'LL, WE'LL, WE'LL LEARN FROM EACH, UH, EACH EXPERIENCE. BUT DOING THAT EXERCISE ON THE FRONT END WILL BE GOOD. AND, UM, I WOULD BE REMISS IF I DIDN'T POINT OUT, UH, THAT AS WE THINK ABOUT THE CURTAILMENT MANAGER, UM, I, I AM HOPEFUL THAT THAT WILL GO HAND IN HAND WITH THE, UH, PRICE FORMATION, UH, PROVISIONS OF SENATE BILL SIX AS WELL, TO MAKE SURE THAT WE ARE MAINTAINING THE INTEGRITY OF THE, THE ALSO MARKET STRUCTURE AS WE PUT THAT IN PLACE. THANKS, NED. IKA. CAN YOU ALL HEAR ME? YES. AWESOME. UH, SO BEEN HEARING YOUR FEEDBACK. REALLY APPRECIATE ALL THE COMMENTS, UH, THAT YOU ALL HAVE PROVIDED AS FAR AS ENSURING WE ENGAGE THEM, THE STAKEHOLDERS, AND SHARING UP, UH, WHAT WE ARE DOING. AND ALSO THE CONVERSATION AROUND, DO WE EXPECT THERE TO BE REVISION REQUESTS FILED? SO THE SHORT ANSWER IS, RIGHT NOW, WE ARE KICKING OFF THE PROCESS INTERNALLY, AT LEAST AS A BIG PICTURE SO WE CAN LINE UP OUR RESOURCES. UM, AS, AS, UH, TROY MENTIONED, THIS LOOKS TO BE QUITE A BIT OF AN EFFORT. SO WE CERTAINLY ARE AT A SPACE CURRENTLY WHERE ALL WE ARE TRYING TO DO IS GET OUR, UH, GET THE, GET THE BROAD BRUSH, UH, I IDEA OF WHAT THE, UH, WHAT THIS ENTAIL, WHAT THIS WORK WILL ENTAIL, AND WHAT TYPE OF RESOURCES WE NEED AS WE MOVE FURTHER ALONG. WE DEFINITELY WILL, UH, WE INTEND TO BRING FORTH, UH, NOT JUST WHAT, HOW THIS TOOL WOULD LOOK, HOW WE WOULD LOOK TO ENGAGE AND WORK WITH THE MARKET. AND, UH, UH, AS FAR AS ENSURING THAT, UH, WHEN INSTRUCTIONS ARE SENT THERE IS THE, THEY, THEY UNDERSTAND WHAT WE ARE SENDING, HOW THEY, HOW THEY GET RECEIVED. SO THE MECHANICS OF IT, I GUESS, BUT ALSO THE, UH, WHATEVER THINGS THAT NEED TO BE CAPTURED AND POLICY THERE, WHICH I THINK THERE ARE SOME, [00:35:01] WE WILL START BRINGING IN REVISION REQUESTS AS WELL. I EXPECT THAT WORK TO HAPPEN NEXT YEAR. Q1, UH, TYPE TIMEFRAME. UH, BUT WE WILL, UH, UH, WE DEFINITELY HEAR YOUR FEEDBACK AND WE WILL ABSOLUTELY BRING FORTH THE INFORMATION AND START SHARING AT THE RIGHT TIME. OKAY. THANK YOU, NATIKA. OKAY. LOOKS LIKE THE QUEUE'S CLEAR. THANK YOU FOR ALL THE COMMENTS AND THANK YOU FOR CHIMING IN NATIKA, APPRECIATE THAT. MY FINAL SLIDE IS, UH, KIND OF A DIFFERENT WAY TO VIEW ALL THE INFORMATION I SHARED LAST MONTH. UH, TWG MENTIONED THAT IT'S VALUABLE TO MARKET PARTICIPANTS TO UNDERSTAND WHEN THINGS ARE PROBABLY COMING, SO YOU CAN HAVE YOUR SYSTEMS READY FOR THAT. SO THAT'S WHAT THIS SLIDE IS INTENDED TO DO. THAT THE TOP GROUP, THOSE THREE ARE ALL CONFIRMED, 2026 GO LIVE TARGETS. THE SECOND GROUP ARE THINGS THAT I'M EXPECTING TO BE 2026 GO LIVE TARGETS ONCE WE GET A LITTLE FURTHER IN OUR INTERNAL APPROVAL PROCESS. AND THEN THE LAST ONE WE EXPECT TO GET GOING, BUT THERE WILL BE IN FUTURE YEARS, INCLUDING THIS LARGE LOAD CURTAILMENT. HOWEVER, WE MAY, YOU KNOW, GET SOME THINGS A LITTLE EARLY, BUT ULTIMATELY THE PROJECT WILL EXTEND BEYOND 2026. NOW, OUT OF THIS GROUP, SIX OF THEM, I'VE PUT IN THE GREEN TEXT BECAUSE THEY ARE SIX OF THE 10 HIGH PRIORITIES, UH, DEEMED HIGH PRIORITY AT THE PRIORITIZATION WORKSHOP. SO THIS SHOWS WE'RE REALLY GETTING AFTER THAT LIST. UM, THE REMAINING FOUR OR 1004 LOAD DISTRIBUTION FACTOR UPDATE. ONCE SOME OF THIS SETTLES, THEN I'M GONNA SEE WHERE THAT MIGHT FIT IN. ANOTHER ONE IS 10 91. THAT'S AROUND ADDITIONAL NONS PROCUREMENT. THAT SHOULD BE PART OF THE RDPA PRICING TYPE DISCUSSION. THE THIRD ONE'S 1216 EMERGENCY PRICING. THAT'S A SETTLEMENTS ONE WHERE WE HAVE AN ACCEPTABLE WORKAROUND CURRENTLY. SO WE ARE PREFERRING THAT IT NOT BE A DEVELOPMENT PRIORITY IN 2026. AND THEN FINALLY, UH, NPR 1 2 3 4, THE INTERCONNECTION OF LARGE LOADS. UH, THAT ONE WE HAVE SOME PARTIAL IMPLEMENTATION, BUT WE HAVE A FUTURE RIO EFFORT TO BRING IT MORE, YOU KNOW, MARKET FACING IN TERMS OF HOW IT, HOW MARKET PARTICIPANTS INTERACT WITH THAT. SO THOSE ARE THE OTHER FOUR. ALL 10 ARE CERTAINLY BEING ACTIVELY WORKED. AND, UH, OUTSIDE OF THAT, THE ONES NOT IN GREEN TEXT, UH, WERE MEDIUM ITEMS, BUT ALSO ABLE TO BE WORKED INTO THE PLAN BASED ON THEIR DEVELOPMENT QUEUE AND NON NON-ISSUES WITH SOME OF THE HIGH PRIORITY ITEMS. ANY QUESTIONS ON THAT? I DON'T SEE ANY QUESTIONS. ONE FINAL, ONE FINAL THING IN, UH, DIANA'S SLIDE DECK AT THE VERY END IS THE RELEASE MATRIX THAT I REPORT TO AT, AT PRS EACH MONTH. THERE'S ONE ITEM THAT'S HAD A BIT OF A CHANGE, PIGGER ONE 15, I HAVE GOING LIVE IN DECEMBER. AND WHAT WE'VE DETERMINED WORKING WITH MARKET PARTICIPANTS, IT IS GONNA GO LIVE EXCEPT FOR SECTION 5.2, POINT 10 THAT'S GONNA GO LIVE SOMETIME IN 2026 AROUND THE TIME PI 1 33 COULD BE APPROVED AT THE COMMISSION. SO A MINOR TWEAK TO WHAT I'VE BEEN REPORTING ON PIGGER ONE 15 PREVIOUSLY. OKAY, GO AHEAD NED. I JUST WANTED TO THANK ERCOT FOR THEIR, UH, COORDINATION AND, AND ENGAGEMENT ON, ON THAT, THAT ONE ITEM IN PICKER ONE 15 THAT'S BEEN, UH, IT'S CLEAN IT UP. ONE THING, MAKE SURE THAT WE DON'T, UH, TIE OUR SHOE LACES TOGETHER AND, UH, UNINTENTIONALLY. SO, UM, I APPRECIATE THAT. THANK YOU. THANKS. GO TO AG ON THAT. YES, . OKAY. ANY OTHER QUESTIONS OR COMMENTS OR THANK YOUS? ALL RIGHT, THANK YOU, TROY. THANK YOU. [6. Revision Requests Tabled at TAC (Possible Vote)] OKAY, NEXT ARE OUR REVISION REQUEST PREVIOUSLY TABLED AT TAC UH, NOGA 2 64 CAN REMAIN TABLED. MY UNDERSTANDING IS THIS WILL BE WITHDRAWN WITH MPR 1235 WHEN WE GET THE NEW DRS REVISION REQUESTS QUESTION MARK. SO, SO YEAH, THAT, THAT, UH, THE NEW REVISION REQUESTS, UM, AND THE REPLACEMENT OF 1235, IT'S, IT'S EITHER EARLY, AS EARLY AS TODAY OR TOMORROW. OKAY. SO IT'S, AS I SAID, IT'LL BE THIS WEEK. IT COULD BE AS EARLY AS TODAY, BUT WE WILL HAVE TO VOTE TO ON THE WITHDRAWAL OF THESE CORRECT. AT SOME POINT, OR THEY JUST GET WITHDRAWN. YEAH. 2 64 WILL, 2 64, WE'LL HAVE TO VOTE ON WITHDRAWING IT. CORRECT. OKAY. OKAY. SO TODAY OR TOMORROW FOR THE NEW NPRS TODAY OR TOMORROW. OKAY. CAN YOU WAIT TILL AFTER THIS MEETING? . [00:40:01] ALL RIGHT. UM, NPR 1294 AT OUR OCTOBER TECH MEETING, WE VOTED UNANIMOUSLY TO TABLE 1294. WE NOW HAVE NOVEMBER 17TH ERCOT COMMENTS TO ELIMINATE THE NEED FOR EXCEL FILES AND INSTEAD CLARIFY DATA EXCHANGE INSTRUCTIONS, UM, BY PROVIDING THOSE INSTRUCTIONS WITHIN THE PROPOSED ATTACHMENT. AND DO YOU WANNA, DOES SOMEBODY WANNA SPEAK ON THE THIS? I BELIEVE ALEX IS HERE TO SPEAK ON THAT. OKAY. I SEE ALEX, GOOD MORNING TECH, UH, ALEX SILLS FOR, OR COTTON MARKET DESIGN AND ANALYSIS. SO THIS OTHER BINDING DOCUMENT JUST DEALS WITH, UH, DATA SPECIFICATIONS FOR THE ANNUAL DEMAND RESPONSE SURVEY. UM, A LITTLE OVERSIGHT WHEN WE FIRST INITIATED THIS, THIS IS JUST SUPPOSED TO FORKLIFT THE OTHER BINDING DOCUMENT INTO THE PROTOCOLS. UM, BUT IT INCLUDED SOME TEMPLATE FORMS FOR REPORTING THE DEMAND RESPONSE DATA, WHICH DOESN'T GO ALONG WITH, UM, BEING PART OF THE ACTUAL PROTOCOLS. SO WE THOUGHT THE BEST SOLUTION TO THIS WAS TO, UM, STOP REQUIRING THAT THESE EXCEL FILES BE SUBMITTED AND JUST, UH, CREATE SPECIFICATIONS FOR A COUPLE MORE CSV FILES, WHICH ARE, I'D DARE SAY, EASIER TO GENERATE FOR THE PEOPLE SUBMITTING THE DATA. AND, UM, YEAH, SO TAKES AWAY THE NEED TO HAVE THE EXCEL TEMPLATE FORMS, AND OTHERWISE IT IS JUST THAT FORKLIFT OF THE OTHER BINDING DOCUMENT INTO THE PROTOCOLS. HAPPY TO TAKE ANY QUESTIONS YOU HAVE ABOUT IT. I'M TOTALLY FOR ANYTHING THAT GETS RID OF AN EXCEL FILE. UM, SO WE ARE LOOKING TO RECOMMEND APPROVAL OF 1294 AS RECOMMENDED BY PRS IN THE TEN EIGHT PRS REPORT AS AMENDED BY THE 1117 ERCO COMMENTS. I DON'T SEE ANY QUESTIONS OR COMMENTS. CAN WE PUT THIS ON THE COMBO BALLOT? I'VE GOT A BIG C. ALL RIGHT, SO LET'S PUT THAT ON THE COMBO BALLOT. THANK YOU, ALEX. I THINK THIS WAS YOUR FIRST TAC APPEARANCE. IT WAS GREAT. OKAY. UM, I MADE A NOTE TO GO BACK AND THEN SKIPPED OVER MY NOTE. BETH, ARE YOU FINE ON NPRS THIRTEEN HUNDRED AND THIRTEEN OH THREE OH OH, YEAH. YEAH. IT WAS JUST A FELT LIKE JUST WE WENT THROUGH THE LIST AND THEN WE STOPPED AND TALKED, AND I WASN'T SURE. WE GOT TO 1313 0 3 TO THE COMBO BALLOT. WE, WE DON'T GO NUMBER ORDER, WE GO UNOPPOSED WITH NO IMPACT, THEN UNOPPOSED WITH AN IMPACT. THANK YOU FOR BRINGING ME UP TO SPEED ON THE TAC, UH, PROCEEDS. OKAY. AND THEN I WAS, WAS GONNA MAKE A JOKE TOO, WITH THE WORD OF THE DAY, GARRETT, WE WILL ARRANGE THE SEATING SO YOU HAVE MORE ROOM TO VENTILATE WITHOUT THE RESIDENTIAL CONSUMER AND, AND OPEC LEANING OVER YOU. YOU'RE WELCOME. UM, [7. RMS Report] SO NOW WE ARE TO THE RMS REPORT WITH DEBBIE. THANK YOU, CAITLIN. THANK, I THINK THERE'S A DELAY HERE. OKAY. ALL RIGHT. I WOULD JUST LIKE TO BRIEF EVERYBODY ON THE RMS STRUCTURAL CHANGES AND HOW WE'RE DOING THE, UH, MERGING OF TEXAS SET WORKING GROUP AND, UH, PROFILING WORKING GROUP. WE ARE MOVING FORWARD. UM, IT'S BEEN A LITTLE SLOWER BECAUSE BOTH OF THE WORKING GROUPS HAD SOMETHING HUGE THAT THEY WERE, THAT WAS IN PROGRESS. SO TO KEEP UP WITH THAT AND MOVE FORWARD WITH THE MERGER PLANS, WE, UH, IT'S JUST BEEN A LITTLE SLOWER AND THEY'VE MET MULTIPLE TIMES. UH, THE, I MENTIONED THIS LAST, LAST TIME, THE ACRONYM IS TX, S-E-T-L-P. THE WORKING GROUP NAME IS TEXAS STANDARD ELECTRONIC TRANSACTIONS LOAD PROFILING. AND THEY HAVE DEVELOPED THEIR SCOPE. WHAT THEY DID IS THEY MERGED TWO SCOPES TOGETHER, AND I THINK IT LOOKS PRETTY GOOD. IT'S A LITTLE LENGTHY, THE LEADERSHIP STRUCTURE THAT THEY'VE CHOSEN AT THE LAST MEETING. OF COURSE, ALL OF THIS IS SUBJECT TO RMS APPROVAL, BUT IT IS THREE CO-CHAIRS AND FOR A TRANSITION YEAR, WE THINK THAT'S A PRETTY GOOD IDEA. UH, WE HAVE A TASK FORCE THAT HAS THREE CO-CHAIRS, AND IT'S REALLY, IT WORKS REALLY WELL. THERE'S A LOT OF WORK, AND AS YOU KNOW, JUST TAKING THE NOTES CAN BE, UM, EXTREMELY TIME CONSUMING AND GET THOSE, GET THOSE GOING. SO WE'RE DOING, WE'RE DOING REALLY WELL ON THAT. THANK YOU, COREY. OKAY. [00:45:01] THE ACTIVITIES IN PROGRESS, WE, AS I MENTIONED, WE'VE GOT THE PROFILING WORKING GROUP. THEY ARE STILL UPDATING THE LOAD PROFILING GUIDE. WE DO HAVE AN EXPECTATION OF THAT BEING IMPLEMENTED IN OCTOBER OF 2026. WE THINK THAT WILL BE, UH, A BIG, UM, IMPROVEMENT. I WANNA GIVE KUDOS TO JORDAN, WHO TOOK IT FROM EXCEL. I TOTALLY AGREE WITH CAITLIN ABOUT GETTING RID OF EXCEL SPREADSHEETS, UH, CUMBERSOME, NOT EASY TO, UH, PUT TEXT IN. AND, UH, WE THINK THAT'LL BE, UH, GOING IN. IT'LL BE AT RMSI THINK IN APRIL OR MAY. THE RETAIL MARKET TRAINING TASK FORCE, WE HELD, UM, SEVERAL TRAININGS AND REALLY WE'VE DONE REALLY WELL IN THAT. WE HAVE BEEN KEEPING UP WITH THE COMMENTS AND EVERYTHING. UM, TODAY, OVER 10 YEARS, WE HAVE RECEIVED 197 POSITIVE COMMENTS, AND THAT'S IN THE SURVEYS. IT'S NOT EVEN REFLECTED IN HOW MANY, UM, FIVE STARS OR ANYTHING WE GOT. WE HAVE RECEIVED TWO NEGATIVE COMMENTS AND, UH, THEY WERE RELATED TO THEIR JOB. THEY DIDN'T THINK IT WAS APPROPRIATE FOR THEIR JOB. SO THAT GROUP IS MOVING, UH, HEAVILY STRONG. WE ARE GONNA HAVE AN IN-PERSON TEXAS SET MEETING IN FEBRUARY, AND THAT'S GOING TO BE HOSTED BY CENTER POINT IN HOUSTON. THE DATA TRANSPORT AND MARKET TRACK SYSTEM, THEY HAD TO REVISE THEIR SCOPE BASED ON THE TECH TECH SUBCOMMITTEE STRUCTURE REVIEW THAT OCCURRED ON AUGUST 12TH. THAT HAS BEEN, UM, APPROVED BY RMS. THEY'RE WORKING ON THE DATA TRANSPARENCY SERVICE LEVEL AGREEMENTS, THE RETAIL SERVICE LEVEL AGREEMENTS FOR 2026. AND ER H HAS PULLED OUT THE LISTSERV IT SYSTEM THAT WAS INCLUDED IN THE RETAIL SERVICE LEVEL AGREEMENT, AND NOW IT'S GONNA BE ITS OWN. SO WE THINK THAT'S REALLY A GOOD CHANGE, AND WE'RE GONNA KEEP UP WITH IT ON A MONTHLY BASIS AND MAKE SURE THAT THE LISTSERV IS JUST, UM, AS EFFICIENT AS POSSIBLE AND THAT THERE'S NOT ANY FAILURES BECAUSE WE'VE EXPERIENCED THAT BEFORE IN OUR MARKET AND IN TEXAS S THEY'RE STILL WORKING ON THE TEXAS MARKET TEST PLAN, AND WE HOPE TO HAVE THAT COMPLETE BY THE JUNE TEST FLIGHT. ALRIGHT, THANK YOU. ALL RIGHT. WELL, BLAKE'S OVER THERE LOOKING OVER THIS SLIDE. I'M SURE WE HAD A GOOD DISCUSSION AT RMS ON NPRR, UH, 1296. IT WAS THE DAY BEFORE WMS WHO TOOK, UM, REALLY A BIG HAUL ON THAT DISCUSSION. WE WENT THROUGH THE DOCUMENT FROM TOP TO BOTTOM AND JUST INTERJECTED COMMENTS WHERE WE THOUGHT, UH, IT WAS APPROPRIATE. SO I ENDED UP WITH PROBABLY ABOUT FOUR PAGES OF NOTES. AND SO THIS IS A SUMMARY OF THOSE. ONE OF THE THINGS THAT WE FOUND IS THAT WE WANT SOME CLARIFICATION AND, UM, REALLY IN PARTICULAR, A LOT OF IT WAS RELATED TO THE NOS. SOME OF IT WAS DOUBLE COUNTING. IF YOU ARE ALREADY IN ANOTHER PROGRAM WHERE IF THE REPS ALREADY HAD THEIR OWN PROGRAM, UM, WE DO HAVE, AS FAR AS I CAN TELL, WE HAVE TOTAL CONSENSUS THAT A ROBUST DEMAND RESPONSE PROGRAM IS NEEDED, UM, IN THIS MARKET. THE DAY AND TIME OF THAT, I THINK IS A LITTLE, WAS A LITTLE IFFY, AND WHETHER OR NOT THERE CAN BE ONE SIZE THAT FITS ALL WAS ALSO, UH, A LITTLE IFFY. A BIG COMMENT WAS THAT THE THRESHOLD OF FOR, UH, ENTERING THE PROGRAM IS TOO STIFF, IT'S TOO HIGH. AND THAT'S IT. AT THIS TIME. IT DOES LOOK LIKE WE'RE GONNA CANCEL OUR DECEMBER MEETING. UM, BUT WE'LL HAVE A GOOD UPDATE AT THE, UH, JANUARY TECH. THANK YOU. OKAY, THANK YOU. AND WE ENDED ON THE, UH, GRATITUDE SLIDE. ALRIGHT, ANY QUESTIONS OR COMMENTS FOR DEBBIE? ALL RIGHT, THANK YOU. THANK [8. ROS Report (Vote)] YOU. NO VOTING ITEMS FROM RMS, SO WE CAN GO TO KATIE RICH WITH OUR ROSS REPORT. THANK YOU, CAITLYN. I WANNA START WITH A BIT OF GRATITUDE. THIS WILL BE MY LAST UPDATE. THIS IS MY LAST MONTH AS ROSS CHAIR. I APPRECIATE EVERYONE FOR ALLOWING ME TO SERVE IN LEADERSHIP AT ROSS FOR THE LAST, UH, FIVE YEARS. SO, WITH THAT, UNDER OUR VOTING ITEMS, I HAVE A COUPLE ITEMS FOR YOU TODAY. UM, NOER TWO 80 THAT WAS APPROVED WITH THE ROSS REPORT AND THE IA LAST MONTH. AND THEN PIGGER 1 31, UM, ENCORE, LIKE TO CAUSE US A FEW PROBLEMS WITH THAT ONE. JUST KIDDING. BUT THEY FILED COMMENTS, , THEY ASKED FOR URGENCY, SO IT CAUSED A LITTLE BIT OF CONFUSION, BUT THEY ASKED FOR URGENCY IN THEIR COMMENTS. WE APPROVED IT WITH URGENCY, WHICH IS WHY IT'S BEFORE YOU. NOW, WITH THE, UM, COMMENTS AND THE IMPACT ANALYSIS, IT DID GO BACK TO PRS SO [00:50:01] THAT WE COULD GET A PRIORITY OF RANK. I LISTED THAT HERE. AND THEN WOULD ALSO NOTE THAT THERE WAS A REVISED IA THAT WAS POSTED ON TUESDAY. SO I'M SURE YOU'LL WANT TO REVIEW THAT BEFORE YOU VOTE ON PICKER 1 31. AND THEN IF YOU GO TO THE NEXT SLIDE, CO, UM, YOU CAN SEE WE, WE ARE ALL PICK UP. UM, WE HAVE 1 32 AND 1 33. WE LOOKED AT 1 34. THERE WAS A VERY ROBUST DISCUSSION OF THAT AT PLWG YESTERDAY. I WOULD ENCOURAGE YOU TO GO BACK AND TAKE A LOOK AT THAT DISCUSSION IF YOU, UM, WERE NOT ABLE TO IN REAL TIME. AND THEN IF YOU KEEP SCROLLING FOR ME, UM, THIS IS OUR LIST OF REVISION REQUESTS. OUR NPRS ARE GETTING FAR OUTWEIGHED BY OUR PICKERS. IF YOU GO ONTO THE NEXT PAGE, UM, AS USUAL, WE SHOW YOU WHERE THOSE ARE ASSIGNED SO THAT YOU CAN PLUG IN. AND THEN THE NEXT MEETING WILL BE DECEMBER 4TH. THAT WILL BE WEBEX ONLY, AND THAT WILL BE LED BY SANDEEP BOKAR. SO THAT'S ALL I HAVE UNLESS YOU HAVE QUESTIONS FOR ME. OKAY. I THINK I'LL PIG IT UP, WOULD BE A GOOD STEVE REEDY MUG. UM, BUT YOU MIGHT WANNA MAKE SURE YOU GET SOME RESIDUALS OR SOMETHING. OKAY. UH, AND, AND THANK YOU KATIE. UM, NOBODY WORKS, I THINK MORE, MORE HARDER OR MORE DILIGENTLY THAN, THAN YOU DO AHEAD OF MEETINGS AND I, I THINK ROSS HAS REALLY BENEFITED FROM THAT. SO THANK YOU. UM, SO VOTING ITEMS, WE HAVE A COUPLE. FIRST, WE ARE LOOKING TO RECOMMEND APPROVAL OF NOGA TWO 80 AS RECOMMENDED BY ROSS IN THE 11 SIX ROSS REPORT. I THINK WE CAN PUT THIS ON THE COMBO BALLOT. YES. OKAY. AND THEN AS KATIE MENTIONED, UH, PIGGER 1 31 HAD A COUPLE OF COMMENTS TO IT. UM, ON 11 SIX, ROSS VOTED UNANIMOUSLY TO GRANT URGENT STATUS TO RECOMMEND APPROVAL OF FIGURE 1 31 AS AMENDED BY THE TROUBLEMAKER ENCORE COMMENTS. UM, AND FORWARD TO TAC WITH THE 8 26 IMPACT ANALYSIS WITH A RECOMMENDED PRIORITY OF 2026 AND A RANK OF 48 20. AND THEN WE HAD 1117 PS COMMENTS REVISING THE PRIORITY IN RANK. AND THEN WE ALSO HAD 1118 REVISED IMPACT ANALYSIS REVISING THE PROJECT DURATION. CORY HAS THAT REVISED IMPACT ANALYSIS ON THE SCREEN IF WE WANT TO REVIEW ANY QUESTIONS OR COMMENTS HERE? DID I GET ANYTHING WRONG, ANNE? NO. RIGHT. OH MY GOSH. THAT'S AWESOME. OKAY. CAN WE PUT THIS ON THE COMM BALLOT? , I'M GETTING A BIG NED'S DOING A BIG C SIGN WITH HIS HAND. SO IT'S THE, ALSO THE, THE HAND SIGNS THEME OF THE MONTH FOR TECH. OKAY. KATIE, ANYTHING ELSE TO ADD? NOPE. THANK YOU. ALL RIGHT. ANY OTHER QUESTIONS OR COMMENTS ON THE ROSS REPORT? ALL RIGHT, [9. WMS Report] NEXT IS BLAKE HOLT WITH THE WMS REPORT. HI EVERYBODY, THIS IS BLAKE HOLT SPEAKING FOR WMS. UM, WE WERE VERY GRATEFUL TO HAVE AN EXTENDED DISCUSSION ON NPR 1296 RESIDENTIAL DEMAND RESPONSE PROGRAM. I THINK DEBBIE DID A REALLY GOOD JOB OF CAPTURING, UM, THE DISCUSSION THAT WAS HAD AT RMS. A LOT OF IT LEAKED OVER INTO WMS AS WELL. WE HAD SIX PRESENTATIONS FROM INTERESTED PARTIES, UM, EXPRESSING OPINIONS ON, ON THE NPRR. UH, THERE WAS SOME OPPOSITION RAISED TO THE, THE PROGRAM IN GENERAL. UH, BUT THERE WERE ALSO SOME COMPROMISE IDEAS DISCUSSED BY SOME OF THE INTERESTED PARTIES. UH, AT THE END OF THE CONVERSATION, WE HEARD FROM ERCOT THAT WE EXPECT TO SEE SOME COMMENTS FROM THEM ON THE NPRR AS WELL AS, UH, FROM SOME OF THE OTHER INTERESTED PARTIES. SO STAY TUNED FOR THOSE. IN TERMS OF ACTION ITEMS, WE HAD SOME BROUGHT UP AT THE LAST TAC MEETING. UH, WANTED TO TALK ABOUT THE, OUR PROGRESS ON THOSE. UH, AS MARK MENTIONED EARLIER, SOME INTEREST IN, UH, REVIEWING ERS, UH, IN TERMS OF PRICE RESPONSIVE LOADS AND PRE-DEPLOYMENT HAVE HAD SOME OFFLINE DISCUSSIONS WITH ERCOT THAT THEY'LL BE PREPARING SOME MATERIAL TO BRING IN THE COMING MONTHS, MOST LIKELY, UH, IN 2026. IN TERMS OF THE EPA, UH, ACTION ITEM THAT WMS HAS, UH, WE'VE SPOKEN TO WMWG LEADERSHIP. AMANDA FRAZIER IS REACHING OUT AND ENGAGING FOLKS ON HAVING A DISCUSSION IN IN EARLY 2026 ON THIS. AND THEN IN TERMS OF OUR RDPA ACTION ITEMS, UH, WE RAISED SOME QUESTIONS ABOUT, UH, LOAD SHED THAT WAS DISCUSSED, UM, IN, IN RELATION TO VOLTAGE RIDE THROUGH FOR LARGE LOADS. UH, THIS TOPIC WAS BROUGHT UP AT LARGE LOAD WORKING GROUP AND JUST RAISED, [00:55:01] UH, A QUESTION FOR ERCOT ON THIS, ON THEIR PATH FORWARD, UH, TO, TO COME BACK WITH, WITH MORE INFORMATION ON THIS. AND THEN FINALLY, WE HAD A REFERRAL OF NPR 1301 TO CMWG, UH, HAD A DISCUSSION ON THIS THIS WEEK. SO, UH, HAPPY TO TAKE ANY QUESTIONS. UH, OUR NEXT, WE WILL MEET IN DECEMBER. UM, BUT THAT'S MY REPORT. THANKS BLAKE. UM, AND I DO WANNA DRAW ATTENTION TO 1296 THERE, ROBUST DISCUSSIONS HAPPENING AT WMS AND RMS, AND IT WILL EVENTUALLY COME HERE. SO I WOULD ENCOURAGE TAC MEMBERS TO START PAYING ATTENTION TO THOSE DISCUSSIONS. MOSTLY A REMINDER TO MYSELF, BUT I THINK WE SHOULD START GETTING FAMILIAR WITH THOSE DISCUSSIONS BEFORE THAT, THAT NPRR COMES HERE. BUT, BUT THANK YOU BLAKE, AND THANK YOU DEBBIE FOR, UM, THE GREAT UPDATES ON THOSE. ANY OTHER QUESTIONS OR COMMENTS FOR BLAKE? GO AHEAD, KEITH. YEAH, UM, JUST, JUST ON THAT LAST POINT ON, UH, 1296, I THINK OBVIOUSLY IT WAS ROBUST DISCUSSION. UM, A LOT OF GOOD FEEDBACK AS, AS BLAKE WAS NOTING. WE'RE GONNA TAKE THAT FEEDBACK, WORK THAT THROUGH, AND THEN HAVE SOME COMMENTS BACK. BUT THAT, YOU KNOW, I WOULDN'T EXPECT THAT NECESSARILY AT THE NEXT MEETING. OKAY. AND SO I'D SAY EARLY, EARLY NEXT YEAR. SO IF YOU'RE TRYING TO, WELL, YOU NEED TO KNOW THERE, THERE MAY BE SOME ADDITIONAL MODIFYING COMMENTS AND THOUGHTS EARLY NEXT YEAR. SO, OKAY. I THINK THERE MAY, THAT MAY BE A BETTER OPPORTUNITY TO, TO GET INVOLVED AS THIS THING EVOLVES. OKAY. SO WE MAY BE PAUSING AT WMS UNTIL WE HAVE THOSE COMMENTS. YEAH, WE, WE WOULD DEFINITELY HOPE SO. OKAY. WE'RE NOT GONNA BE ABLE, WE'RE NOT IN A POSITION OBVIOUSLY GIVEN RTC, UM, WE, WE, WE'VE KIND OF GOT A BIGGER PRIORITY, UM, OVER THE NEXT COUPLE WEEKS, SO OKAY. WE'RE, BUT KIND OF WE WANT TO GET, YEAH, WE'LL, WE'LL GET BACK TO IT EARLY NEXT YEAR. OKAY. SO MAYBE THAT WOULD BE A GOOD TIME TO JUMP IN IS WHEN THOSE, THOSE NEWER COMMENTS GET DISCUSSED AT WMS AT SOME POINT EARLY NEXT YEAR. YEAH, JUST CONFIRMING WE DO NOT HAVE A DISCUSSION PLANNED FOR DECEMBER AND WE'RE WAITING ON SEEING ADDITIONAL COMMENTS BEFORE SETTING SOMETHING ELSE UP. OKAY, GREAT. OKAY. [10. Credit Finance Sub Group (CFSG) Report] OKAY. NEXT IS LORETO WITH THE CF UH, SG REPORT. GOOD MORNING. CAN YOU HEAR ME? YES. WONDERFUL. ALRIGHT. WE MET ON NOVEMBER 14TH AND WE HAD A COUPLE OF VOTING MA UH, VOTING MATTERS. TWO NPRS, WE APPROVED THE MINUTES, WE WENT OVER THE CREDIT CHANGES FOR THAT ARE COMING FOR REAL-TIME CO-OP OPTIMIZATION PLUS BATTERIES. WE WENT OVER OUR REGULAR CREDIT EXPOSURES. AND THEN NEXT MEETING YOU GUYS WILL BE VOTING ON A NEW APPLICANT, DARICE RIDGE FROM 10 NASCA. IT'S A BACKUP, UH, APPLICANT. NEXT SLIDE, PLEASE. THESE ARE THE TWO NPRS WE REVIEWED. NEITHER ONE HAD CREDIT IMPLICATIONS. NEXT SLIDE. ON OUR CREDIT, UM, REPORTS TPE WAS FLAT FOR BOTH SEPTEMBER AND OCTOBER FORWARD. ADJUSTMENT FACTORS AND REALTIME PROCESSES WERE MOSTLY FLAT OR PRICES WERE MOSTLY FLAT DURING THE MONTH. OUR, UH, AVERAGE DISCRETIONARY COLLATERAL DECREASED FROM 4.4 BILLION IN SEPTEMBER TO 3.97 BILLION IN OCTOBER, AND THERE WAS NO UNUSUAL COLLATERAL CRAWLS FROM ERCOT. NEXT SLIDE. THIS IS THE STANDARD CREDIT POSTED BY TYPE AND THE MAX TPE IS WHENEVER IT OCCURS, BUT EVERYTHING ELSE IS AT THE END OF THE MONTH. NEXT SLIDE. AND THIS IS THE USE OF THE DISCRETIONARY AND THE TPE AND THE DAM CREDIT AND CR FOR THE MONTH DURING SEPTEMBER AND OCTOBER. NEXT SLIDE. AND THIS IS THE ISSUE WITH CREDIT LIMITS AT ALL OF THE BANKS FOR ALL OF THE LETTERS OF CREDIT THAT ARE FILED WITH ERCOT. NEXT SLIDE. ANY QUESTIONS? THE QUEUE IS CLEAR. OKAY. THANK YOU LORETTO. THANK YOU. ALL [11. Large Load Working Group (LLWG) Report] RIGHT, NEXT WE WILL MOVE TO THE LARGE LORD WORKING GROUP REPORT WITH BOB WHITMEYER. CAN YOU GIVE ME, UM, SHARING [01:00:01] OKAY. THAT, THAT'S NOT WORKING. ALL RIGHT. SO, UM, JUST, I'LL JUST DO IT VERBALLY. IT'LL, IT'LL BE POSTED. UM, WE HAD A MEETING ON THE, ON THE 24TH. UM, AND YOU'RE GONNA HEAR A WHOLE LOT MORE ABOUT SUB SYNCHRONOUS OSCILLATIONS CAUSED BY DATA CENTERS. IT'S BECOMING A PRETTY HOT TOPIC NATIONWIDE. UM, THERE ARE FIXES, BUT WE'RE GONNA HAVE TO MAKE SURE THEY GET FIXED. UH, THE DECEMBER 24TH MEETING, WE REVIEWED THE LARGE LOAD EVENTS. VOLTAGE RIDE THROUGH IS NOT JUST A LARGE ELECTRONIC LOAD ISSUE, BUT THE LARGE ELECTRONIC LOADS ARE THE ONES CONNECTING AND THERE'S A LOT OF THEM COMING. SO IT'S A BIG, BIG CONCERN. UM, CONTINUED DISCUSSIONS OF VOLTAGE RIDE THROUGH EPC SHOWED THEIR SOLUTION. UH, WE DISCUSSED A DRAFT OF PIGGER 1 34. 1 34 WAS TAKEN UP YESTERDAY AT POWG. UH, WE'LL JUST MENTION IT BRIEFLY TOMORROW. WE'RE NOT GONNA, WE'RE NOT GONNA GO INTO IT. I DID SHARE WITH YOU, CAN YOU NOT PRESENT PRIVILEGE SHARE. PAUSE TO SHARE THE SCREEN. THERE YOU GO. SHOOT. HOW DO I GET TO THAT? SHARE THE SCREEN. ONE SCREEN TOO. THERE WE GO. GOT IT. YEAH, YOU SEE IT. ALRIGHT, COOL. ALL RIGHT. UM, SO WE HAD A, WE HAD A, UH, BRIEF DISCUSSION ON, ON CLUSTER STUDIES. I WILL POINT OUT THAT ERCOT IS HAVING A PROBLEM GETTING STARTED WITH CLUSTER STUDIES BECAUSE EVERYBODY KEEPS SUBMITTING NEW LARGE LOADS TO THEM. APPARENTLY THEY'VE GOTTEN 11 NEW GREATER THAN GIGAWATT REQUESTS IN THE LAST MONTH. AND EVEN THOUGH THEY HAVEN'T STARTED STUDYING THOSE YET, THEY'RE STILL, THE INITIAL KICKOFF MEETINGS AND LARGE LOADS ARE EFFECTIVELY CONSUMING ALL OF THEIR RESOURCES BY ADDING MORE LARGE LOADS. UM, ANYWAY, MOVING ON. UH, SO I WAS NOT GONNA DO A LARGE LOAD REPORT AT ALL BECAUSE SO MANY THINGS HAVE CHANGED SINCE OCTOBER 24TH. UM, ERCOT PUT OUT A MARKET NOTICE THAT THEY HAVE TEAMED UP WITH TEXAS A AND M TO COLLABORATE ON LARGE LOAD ISSUES. A AND M HOSTED A CONFERENCE, UH, LAST WEEK, WHICH I ATTENDED, PRETTY WELL ATTENDED BY A BUNCH OF DATA CENTER FOLKS. UM, THEY'VE DEVELOPED NEW MODELS FOR DATA CENTERS THAT ERCOT HOPES TO BE ABLE TO USE GOING FORWARD. UM, LIKE I SAID, SUB SYNCHRONOUS OSCILLATIONS AND VOLTAGE RIDE THROUGH. THERE HAVE BEEN ALL KINDS OF ARTICLES IN THE PRESS IN THE LAST MONTH. IN ADDITION, ERCOT HAS RELEASED A COUPLE OF NEW NPR R AND ASSOCIATED, UM, GERS PIGS, ET CETERA, 1307 ADS, UM, LARGE LOAD CURTAILMENT TO PRE-CON CONTINGENCY MITIGATION PLAN. AND NPRR 1308 IS THE ONE THAT DEFINES LARGE LOADS AND REQUIRES NEW LARGE LOADS TO RIDE THROUGH VOLTAGE DISTURBANCES. UM, SO TOMORROW IS OUR, OUR NEXT MEETING. THERE WILL BE TER DUNCAN SAMPLES FOR PEOPLE WHO SHOW UP IN PERSON. UM, AND THAT'S AN ONGOING JOKE BETWEEN ERIC AND I, ALTHOUGH NONE OF US REALLY UNDER, NEITHER OF US UNDERSTAND HOW WE GOT THERE. UM, WE ARE LIKELY TO VENTILATE THE TOPICS OF, UH, NPR 1308 AND 1307, AND WE'RE PROBABLY GONNA HAVE SOME VENTILATION OF SYSTEM OPERATING LIMITS AS WELL. WE MAY ACTUALLY EXPRESS SOME GRATITUDE TOWARDS ENHANCEMENT SOLUTIONS BY GE RENOVA AND TEXAS A AND M ON THEIR MODELING THINGS. UM, WE'LL HAVE THE UPDATE WHERE P 1 34 STANDS AND P 1 35, UM, AND IS GOING TO BE WITHDRAWN. SO WE WON'T BE TALKING ABOUT THAT TOMORROW. SO THAT, THAT'S MY REPORT. ANY QUESTIONS FOR ME? ANY QUESTIONS FOR BOB? I THINK WE'LL HAVE SHORT DI DISCUSSION ON THE RIDE THROUGH REVISION REQUESTS AT THE END OF THE MEETING. AND SO THESE ARE ACTUAL UC SAMPLES. THESE ARE ACTUAL UC AND SAMPLES. OKAY. AND I EXPRESSED SOME GRATITUDE FOR YOU SPEAKING THE WAY I WOULD SPEAK. YOU WERE, YOU SAID THE TEXAS A AND M MODELING THING, WHICH IS SORT OF HOW I WOULD SAY IT. SO I APPRECIATE YOU BACKING ME UP, BOB. OKAY. SO WE WILL SEE, UM, BOB AND ERIC AND UCK IN TOMORROW. OH, THE MEETING STARTS AT ONE O'CLOCK, WHICH IS WHY YOU'RE NOT GETTING A FULL TER DUCK IN LUNCH. , WELL, TUR DUCKIN AT NINE 30 IN THE MORNING WOULD BE A LITTLE ODD. ALL RIGHT, GO AHEAD NED. I I'M JUST IMPRESSED THAT YOU MANAGED TO GET BOTH THEMES ON THE SLIDE, BOB, THAT'S, THAT'S IMPRESSIVE. WELL, KATIE RICH DOESN'T LIKE THAT 'CAUSE I WROTE IT JUST NOW. [01:05:01] YEAH, COULDN'T DO THAT. OTHERWISE, THANKS. WE'LL NOTE THAT A TRADE OFF WITH, UH, PRE, UH, PRE-FILE VERSUS, YOU KNOW, IN THE MOMENT, UH, UH, PERTINENT I REALLY TRIED NOT TO BRING UP THE, THE LATE FILED, UH, PRESENTATION, BUT, OH, WELL. OKAY. SO NEXT WE ARE ON OUR SECOND PART OF OUR, OUR LARGE LOAD UPDATES, WHICH IS THE INTERCONNECTION STATUS UPDATE WITH JULIE. GOOD MORNING EVERYONE. CAN YOU HEAR ME OKAY? LITTLE BIT. SOUNDS LIKE YOU'RE VERY FAR AWAY FROM THE PHONE OR MICROPHONE. UH, LET ME TRY SOMETHING ELSE. HOW'S THAT? IT'S BETTER. OKAY. UM, I CAN ALSO CHANGE A COUPLE OF OTHER AUDIO SETTINGS, SO JUST LET ME KNOW. CHANGE ONE MORE THING. YEAH, IT'S STILL A LITTLE FAINT. HOW ABOUT HOW'S THIS? CAN, CAN PEOPLE HEAR WELL ENOUGH? OKAY, LET'S, LET'S CONTINUE. OKAY. UM, I CAN TRY TO RAISE MY ACTUAL SPEAKING VOLUME TOO, FOR EVERYONE'S BENEFIT. ALRIGHT, WELL, THANKS EVERYONE. UM, YEAH, SO MY NAME IS JULIE, UH, GUMPERT. UM, I'M THE SUPERVISOR OF THE LARGE LOAD INTEGRATION TEAM. I'M JUST GONNA PRESENT THE, UH, LARGE LOAD QUEUE UPDATE. UM, SO AS Y'ALL CAN SEE, THE, UH, QUEUE IS NOW CURRENTLY SITTING AT 225 GIGAWATTS OF LOAD. UM, THAT'S COMPARED TO 83 GIGAWATTS AT THE BEGINNING OF THIS YEAR, WHICH WE THOUGHT WAS A LOT. THEN NEXT SLIDE PLEASE. AND Y'ALL HAVE SEEN THIS GRAPH A LOT OF TIMES, BUT JUST FOR THOSE THAT ARE NEW, UM, UH, YOU KNOW, THIS IS KIND OF WHERE WE SHOW THE IN-SERVICE STATE AND, UH, WHERE ALL THESE PROJECTS SIT. SO ANYTHING WITH NO STUDY SUBMITTED IS ALL THOSE KICKOFFS THAT, UH, BOB WAS TALKING ABOUT EARLIER. UM, THOSE ARE UNDER ERCOT REVIEW OR THE STUDIES THAT ARE WITH MY TEAM PLANNING STUDIES APPROVED. UM, KINDA SELF-EXPLANATORY. THE, THE STUDIES HAVE BEEN APPROVED AND APPROVED TO ENERGIZE, BUT NOT OPERATIONAL HOUR LOADS THAT, UM, HAVE RECEIVED APPROVAL TO ENERGIZE BUT HAVE NOT STARTED CONSUMING YET. NEXT SLIDE. SO THESE ARE THE, UH, APPROVALS WE'VE HAD SINCE, UH, SINCE LAST MONTH. SO YOU CAN SEE THAT, UH, APPROVED TO ENERGIZE VALUE HAS STAYED STEADY. UM, WE'VE HAD A COUPLE OF MORE STUDIES THAT HAVE GOTTEN APPROVAL. UM, AND SO THERE'S THAT 14 306 NUMBER FOR, UH, PLANNING STUDIES APPROVED. NEXT SLIDE. AND IN TERMS OF WHAT LOADS HAVE BEEN APPROVED TO ENERGIZE, UH, ABOUT 4,000 MEGAWATTS HAVE BEEN IN LOADS ZONE WEST REMAINING 3,441 MEGAWATTS ARE IN OTHER WEATHER ZONES, 1,593 MEGAWATTS THAT ARE CO-LOCATED AND 5,909 MEGAWATTS OF STANDALONE LOAD. NEXT SLIDE, PLEASE. AND OUT OF THE 7,502 MEGAWATTS THAT HAVE RECEIVED APPROVAL TO ENERGIZE, WE'VE OBSERVED A NONS SIMULTANEOUS MONTHLY PEAK CONSUMPTION OF 4,185 MEGAWATTS. NEXT SLIDE. AND WE'VE SEEN A SIMULTANEOUS MONTHLY PEAK CONSUMPTION OF 3,795 MEGAWATTS. NEXT SLIDE, PLEASE. AND, UH, I THINK THIS WAS REFERRED TO A LITTLE BIT EARLIER. SO THIS IS A BREAKDOWN OF ALL OF OUR LARGE LOAD PROJECTS IN THE QUEUE BY SIZE. SO WE CURRENTLY HAVE 91 PROJECTS THAT ARE OVER A GIGAWATT EACH 84 PROJECTS IN THAT 500 TO A THOUSAND MEGAWATT RANGE, 93 IN THE TWO 50 TO 500 MEGAWATT RANGE, AND 98 BETWEEN 75 TO 250 MEGAWATTS. NEXT SLIDE PLEASE. AND, UH, I THINK THESE ARE SOME SLIDES THAT WERE INTRODUCED AT THE LAST, UH, MEETING. SO, UH, THIS IS A BREAKDOWN OF LARGE LOAD, UH, PROJECT DISTRIBUTION BY TSP, UM, AND ALSO BY STATUS, AND THAT'S ALSO BROKEN DOWN BY A MEGAWATT. AND THEN JUST TOTAL COUNT ON THAT KIND OF BLACK NUMBER ON THE RIGHT HAND SIDE OF THE, UH, EACH BAR. NEXT SLIDE PLEASE. AND JUST SO EVERYONE, UH, SEES A, A REFERENCE OF HOW [01:10:01] MANY PROJECTS WE'VE HAD SUBMITTED. SO THIS IS A COUNT AS WELL AS JUST TOTAL MEGAWATTS, UM, SUBMITTED TO OUR QUEUE, UM, BY THAT REQUESTED QUARTER. SO OBVIOUSLY SAW A HUGE JUMP IN Q2 78 PROJECTS. UM, BUT WE'RE GETTING KIND OF CLOSE HERE IN Q4. WE'VE GOT 39 PROJECTS ALREADY, AND IT'S THE 19TH, SO OF NOVEMBER. SO WE'LL SEE, UH, WHERE THINGS GO IN THE NEXT MONTH AND A HALF. NEXT SLIDE, PLEASE. AND IN TERMS OF THE LARGELY PROJECT AND SERVICE DATE, AGAIN, THESE ARE, UM, LARGELY REQUESTED IN SERVICE DATE, PARTICULARLY FOR THOSE THAT HAVE NO STUDY SUBMITTED. SO THIS DATA IS SUBJECT TO CHANGE, UM, BUT THIS GRAPH SHOWS THE INSERVICE QUARTER, UM, EITHER REQUESTED OR APPROVED, UM, DEPENDING ON WHERE THE STUDY AGAIN, SIT. NEXT SLIDE PLEASE. AND IN TERMS OF THAT LARGE LOAD PROJECT DISTRIBUTION BY TYPE, UM, YOU CAN SEE THAT ALMOST 73% OF OUR PROJECTS ARE COMING FROM DATA CENTERS. UM, WE HAVE A SMALLER BREAKDOWN FOR THE, UH, HYDROGEN INDUSTRIAL AND, UH, KIND OF MIXED USE FACILITIES. I DO WANNA CALL TO EVERYONE'S ATTENTION THAT NONE CATEGORY. UM, WE DO HAVE SOME PROJECTS THAT, UM, HAVE NOT SUBMITTED A PROJECT TYPE. SO, UM, JUST, YOU KNOW, FOR THE, THE TSPS AND, AND THOSE ON THE CALL THAT WORK WITH US ON THIS, UM, YOU KNOW, WE DEPEND PARTICULARLY DURING THE KICKOFF CALL AND THAT UPDATED INFORMATION AND THROUGHOUT OUR, UH, LARGE LOAD INTERCONNECTION PROCESS. SO, UM, JUST ENCOURAGE Y'ALL TO TRY TO, UH, ENSURE THAT YOUR, YOUR REPRESENTATIVES ARE, UH, SENDING OVER THE MOST UPTODATE INFORMATION YOU HAVE FOR YOUR PROJECTS. NEXT SLIDE, PLEASE. AND LAST COUPLE SLIDES HERE I THINK ARE, UH, BREAKING DOWN THAT LARGELY PROJECT DISTRIBUTION BY LOAD ZONE. SO HERE YOU CAN SEE HOW MANY MEGAWATTS WE'VE GOT, UM, IN UNDER REVIEW OR PLANNING STUDIES APPROVED AND LOAD ZONE WEST, NORTH AND OTHER, UH, WE HAD TO KIND OF BREAK THAT DOWN JUST TO AVOID, UH, GETTING A BIT TOO GRANULAR FOR SOME AREAS THAT MIGHT ONLY HAVE ONE OR TWO LOADS. NEXT SLIDE. AND SIMILAR GRAPH HERE, JUST SHOWING THE COUNT. UM, SO THE TOTAL NUMBER OF PROJECTS, UM, THAT WE'VE GOT IN EACH WEATHER ZONE THAT ARE EITHER UNDER REVIEW OR PLANNING STUDIES APPROVED. NEXT SLIDE. OKAY, WE HAVE A FEW PEOPLE IN THE QUEUE. LET'S START WITH BILL BARNES AND JULIE. THANKS AGAIN. UH, AS ALWAYS, WE ARE GRATEFUL FOR THE INFORMATION YOU'RE SHARING WITH US. UH, COUPLE FOLLOW UP QUESTIONS FROM PRIOR TECH MEETINGS. ONE, ANY UPDATE ON POSTING YOUR REPORTS IN A CONSOLIDATED MANNER. UH, ALL THE HISTORICAL POSTINGS AS WELL ON THE LARGE LOAD INTERCONNECTION PORTION OF THE ERCI WEBSITE. UH, YEAH, WE CAN CERTAINLY LOOK INTO THAT. HEY, BILL. YEAH, THIS IS AG. UM, YEAH, WE, UH, WE HAVE NOT HAD THE BANDWIDTH TO GET THAT DONE YET. UH, IT IS ON OUR TO-DO LIST, BUT YOU KNOW, AS AS, OKAY, UH, JULIE POINTED OUT, YOU KNOW, I MEAN WE, UH, UH, IF WE COULD GO BACK TO, I THINK IT'S SLIDE 11. YEAH, IT'S SLIDE 10. SLIDE 10. THAT'S THE, THE ONE I WANTED. UH, THE Q4 2025 PROJECTS WAS EIGHT AT THE, UH, LAST T UPDATE. AND SO WE HAVE RECEIVED, UH, 31 PROJECTS SINCE THEN. SO IN A MONTH, UM, YOU KNOW, THAT, AS BOB MENTIONED, THAT'S REALLY EATING UP OUR BANDWIDTH TO DO, UH, A LOT OF THE OTHER ITEMS. UNDERSTOOD. YOU GUYS ARE BUSY. GOT IT. I'LL QUIT BOTHERING YOU ABOUT IT. AND THEN SLIDE THREE ALSO ASKED IF THERE'S A WAY TO BREAK DOWN THE ORANGE PORTION OF WHAT HASN'T BEEN STUDIED VERSUS THE BOUNCE BACKS. SO THE ORANGE PORTION, UM, IS ANY PROJECTS THAT HAVE NOT SUBMITTED STUDIES YET, SO THAT THAT'S NOT REALLY BEING BOUNCED BACK. THAT'S, YOU KNOW, WE'VE HAD A KICKOFF MEETING, UM, AND THE TSP HAS COMMUNICATED INTENT OR PROVIDED A SCOPE SOMETIMES FOR THE STUDY, BUT WE'VE NOT RECEIVED THOSE STUDIES YET. SO THE SECOND SENTENCE UNDER NO STUDIES SUBMITTED SAYS, UH, TALKS ABOUT A PORTION OF THESE THAT ERCOT, UM, REVIEWED AND THEN BASICALLY PUT ON, ON THE SHELF. I DON'T KNOW WHAT A BOUNCE BACK MAYBE IS NOT THE RIGHT TERM, BUT LIKE, YEAH. HEY, [01:15:01] BILL, SO FOR, FOR THOSE, AND I THINK WE TALKED ABOUT THIS LAST MONTH, UM, IT, IT ONLY STAYS IN THAT NO STUDY SUBMITTED BUCKET IF WE HAVE NOT RECEIVED INDICATION FROM THE CUSTOMER WHETHER THEY INTEND TO PURSUE THOSE MEGAWATTS OR NOT, OR FROM THEIR TSP. SO, YOU KNOW, WE, WE HAVE PROJECTS THAT THAT END UP THERE, BUT THEN THE, THE CUSTOMER OFTEN WILL, WILL KIND OF GO RADIO SILENT ON WHETHER THAT'S GONNA MOVE FORWARD OR NOT. AND SO WE CAN BREAK THOSE OUT. AGAIN, I THINK THAT'S, THAT'S A, A FUTURE ENHANCEMENT TO THIS REPORT. BUT I, I ALSO DON'T KNOW HOW MUCH VALUE THAT'S GONNA ADD. I, I KNOW I DID SAY AT THE, THE LAST TACK THAT WE WOULD LOOK INTO DOING THAT AND THAT IS STILL ON THE LIST. OH, OKAY. THAT'S, THAT'S HELPFUL CLARIFICATION. I GUESS WHEN I READ THAT DESCRIPTION MEGAWATTS THAT WERE NOT APPROVED BY ERCOT, I ASSUME THAT YOU GUYS HAD COMPLETED STUDIES AND SOMETHING AS PART OF THE STUDIES, UM, LIKE FAILED SOME TESTS OR WHATEVER. SO IT, THE, THE PROJECTS WERE PUT ON HOLD, IT SOUNDS LIKE WHAT'S ACTUALLY HAPPENING IS YOU'RE JUST NOT GETTING ALL THE INFORMATION YOU NEED, SO THEY ARE JUST KIND OF ON HOLD. IS, IS THAT A BETTER WAY TO DESCRIBE IT? YEAH, WELL IT, IT'S ALSO A QUESTION FROM THE, THE INTERCONNECTING LARGE LOAD ENTITY OF WHETHER, UM, YOU KNOW, IN SOME CASES THESE ENTITIES ARE ELECTING TO ONLY PURSUE THE MEGAWATTS THAT CAN BE ACHIEVED IN THEIR TIMEFRAME AND NOT THE ORIGINAL SCOPE OF THE PROJECT. UH, OFTENTIMES THAT INFORMATION IS NOT COMMUNICATED BACK TO ERCOT, AND SO OFTEN THOSE MEGAWATTS WILL SIT HERE UNTIL WE GO AND ASK. AND SO, UM, YEAH, THAT, THAT IT IS NOT JUST THAT THE, THE TOTALITY OF THE PROJECT WAS UNFEASIBLE. IT COULD BE THAT, UH, YOU KNOW, AND, AND, AND THE UNBOXING OF ONE 15 IS GONNA HELP WITH THIS AS WELL. I'LL ADD. SO, UH, YEAH, ANOTHER, ANOTHER BENEFIT OF OF COMING OUTTA THE INTERIM PROCESS. OKAY. AND THEN JUST TO BE CLEAR, THE NO STUDY SUBMITTED THE STUDIES, UH, IN REFERENCE HERE ARE THE ERCOT STUDIES. IT'S POSSIBLE THESE CUSTOMERS ARE ALREADY BEING STUDIED BY THE TDU, IS THAT FAIR? YEAH, POTENTIALLY, YES. BUT WE, THEY, THE ERCOT IS NOT PERFORMING THESE STUDIES. THE, THE TU IS PERFORMING THE STUDIES. SO WHEN WE SAY NO STUDIES SUBMITTED, WE MEAN WE HAVE NOT RECEIVED STUDIES FOR REVIEW. ELLA, AS JULIE MENTIONED, THERE MAY HAVE BEEN THE INITIAL KICKOFF AND SCOPING PROCESS COMPLETED. OKAY, GREAT. THANK YOU. OKAY, SHANE, THANK YOU SHANE, THOMAS, SHE, UM, YEAH, REALLY APPRECIATE ALL THE WORK YOU GUYS ARE DOING AND ALL THE DATA Y'ALL ARE ABLE TO SUPPLY US. I HAD, UM, SOME, UH, QUESTIONS, UH, THAT I'M LOOKING FOR CLARITY ON. ONE WOULD BE AROUND, UM, TRYING TO TRUE UP THE INFORMATION IN SLIDE TWO VERSUS SLIDE EIGHT, YOU KNOW, THE TOTAL NUMBER VERSUS THE, THE PROJECT COUNT. UM, YOU KNOW, WE'RE SEEING, YOU KNOW, 13 ALMOST 14,000 MEGAWATTS THERE. BUT IF YOU LOOK AT THE PROJECT COUNTS, YOU KNOW, YOU SEE 11 NEW PROJECTS AT AT LEAST A GIGAWATT AND, UH, EIGHT PROJECTS BETWEEN 500 AND A GIGAWATT. AND YOU KNOW, THAT ALREADY ADDS UP TO 14 AND THERE'S A LOT OF OTHER PROJECTS ADDED. SO WOULD IT BE POSSIBLE TO GET SOME INFORMATION ON, YOU KNOW, HOW MANY PROJECTS ARE LEAVING THE QUEUE? IS THAT SOMETHING THAT WE COULD, UH, MAYBE ADD EASILY TO THIS, THIS WORK? I MEAN, I TRY NOT TO MAKE YOU GUYS DO A LOT OF MANUAL STUFF, BUT IF THAT'S SOMETHING THAT'S AVAILABLE THAT WOULD BE HELPFUL IN KIND OF PEOPLE UNDERSTANDING THE EBBS AND FLOW OF WHAT'S, WHAT'S HAPPENING OUT THERE. AND THEN IF WITHIN THAT, IF THERE'S KIND OF GRANULARITY AROUND IF THEY'RE CHOOSING TO LEAVE, IS THAT WITHDRAWING THEIR PROJECTS OR ER, CUTTS OR REJECTING IT IN SOME WAY, OR KICKING THEM OUT BECAUSE THEY'RE, YOU KNOW, STAGNANT AND NO LONGER PROVIDING UPDATES OR JUST SOME INFORMATION AROUND PROJECTS AND HOW THEY'RE LEAVING THE QUEUE WOULD ALSO BE HELPFUL TO ADD IF, IF THAT'S POSSIBLE. I DUNNO IF YOU WANNA COMMENT IS WHETHER OR NOT THAT IS FEASIBLE OR NOT. YEAH, I THINK YOU WANTED A RESPONSE, RIGHT? IS THAT JULIE OR AG? I I IT IS AG. I CAN ADDRESS THAT. SO I, I THINK, YOU KNOW, IT IS ANOTHER ENHANCEMENT THAT COULD BE ADDED TO THE REPORT. I THINK OUR FOCUS RIGHT NOW IS, UM, ON GETTING PICKER ONE 15 UNBOXED AND THEN ULTIMATELY, AS BOB MENTIONED, MOVING TO A CLUSTER STUDY APPROACH, UH, TO ADDRESS SOME OF THE, THE SHORTCOMINGS OF THE CURRENT PROCESS. UM, PICKER ONE 15 DOES CONTAIN LANGUAGE THAT GOVERNS WAYS THAT LOADS CAN BE REMOVED FROM THE QUEUE FOR, FOR NOT MOVING FORWARD. I, I THINK PROBABLY WHAT WOULD MAKE MORE SENSE [01:20:01] IS FOR AFTER THAT LANGUAGE IS UNBOXED, IF MAYBE THE REPORT COULD BE ALIGNED WITH THAT, UM, THAT THAT WOULD SEEM TO MAKE MORE SENSE, UH, IN TERMS OF PROVIDING A REASON WHY LOADS FOR LEAVING THE QUEUE, THAT THAT WOULD BE, I THINK, MORE CHALLENGING. BUT WE COULD LOOK INTO THAT. OKAY. YEAH, I DIDN'T KNOW, WOULDN'T EXPECT Y'ALL TO LIKE GET A WRITTEN REASON OR SOMETHING THERE. I HAVE TO GO THROUGH 'EM ONE BY ONE, BUT IT WOULD BE HELPFUL TO UNDERSTAND AT LEAST, I DUNNO IF WHEN THE, WHEN ONE 15 IS IMPLEMENTED AND THAT REASON IS PUT IN THERE, IF THERE IS SOME SORT OF DROPDOWN BOX THAT Y'ALL HAVE SAYING WHAT HAPPENED OR, YOU KNOW, IF THERE'S, THERE'S A WAY TO TRACK THAT BUILT INTO THE SYSTEM, OR MAYBE THAT'S SOMETHING WE CAN, UH, LOOK AT BEING AS PART OF WHEN IT'S IN RIO OR YOU KNOW, MUCH DOWN THE LINE. UM, THAT'D BE A USEFUL FEATURE TO ADD WHEN WE'RE THINKING ABOUT THE, THE WAY THESE SYSTEMS ARE BEING CREATED. UM, UH, ANOTHER, UM, QUESTION I HAD IS, UM, WE SEE A BIG CHUNK OF LOADS, UM, BEING ADDED TO THE WEST ZONE AND THE WEST ZONE IS PRETTY EXPANSIVE WHEN Y'ALL ARE COLLECTING THESE DATA, ARE Y'ALL GETTING IT IN? WELL, I GUESS ALL, AS YOU KNOW, Y'ALL KNOW THE SUBSTATION LEVEL, WHICH CAN BE CONNECTED TO, UH, PRETTY EASILY TO A COUNTY AND THINGS LIKE THAT WOULD, UH, IT'D BE PRETTY USEFUL TO HAVE A BREAKDOWN OF THAT WEST ZONE A LITTLE BIT FURTHER OF THERE'S ENOUGH PROJECTS IN THAT CATEGORY TO STILL KEEP THE CONFIDENTIALITY REQUIREMENT OF WHETHER OR NOT IT'S IN THE, YOU KNOW, IT'S IN WEST TEXAS OR IT'S IN THE PANHANDLE. I THINK THOSE ARE PRETTY GEOGRAPHICALLY UNIQUE AND PRETTY UNIQUE FROM A SYSTEM IMPACT PERSPECTIVE. AND SO UNDERSTANDING WITH A LITTLE BIT GREATER DETAIL WHERE THESE LOADS ARE TRYING TO INTERCONNECT WOULD BE VERY VALUABLE. YEAH, THERE, I WE DO NOT HAVE ANY CURRENT PLANS TO PROVIDE, UH, A FURTHER BREAKDOWN OF THIS, UH, CURRENT TIME. I THINK IT WOULD BE CHALLENGING TO I POTENTIALLY WEATHER ZONES. WE CAN LOOK INTO THAT. BUT, UM, YOU KNOW, I THINK OUR, YOU KNOW, THE EXPERIENCES THAT GENERALLY EVERY TIME WE HAVE BROKEN THIS DOWN, MORE STAKEHOLDERS HAVE ASKED FOR FURTHER BREAKDOWN AT SOME POINT, INABILITY TO BREAK IT DOWN FURTHER. YEAH. UH, I DEFINITELY UNDERSTAND THAT . UM, BUT YEAH, MAYBE LOOKING AT THE, IT'D BE PRETTY SIMPLE. IF IT'S SIMPLE ENOUGH TO CONNECT IT TO WEATHER ZONES, THOSE ARE A LITTLE MORE GRANULAR AND THAT WOULD PROVIDE SOME BETTER DATA. I IF IT'S, IF IT'S, UH, A SIMPLE ASK. BUT AGAIN, DEFINITELY UNDERSTAND THAT THE FIRE HOSE Y'ALL ARE DRINKING FROM OVER THERE AND THERE'S A LOT OF NICE TO HAVES, BUT, UH, WE'RE, WE'RE AWARE OF THE STRUGGLE. OKAY. DOES THAT WRAP IT UP FOR YOU, SHANE? ALL RIGHT, LET'S GO TO, WELL PLUS ONE SUPPORT FROM BRIAN SAMS REGISTERED. DO YOU, DO YOU WANNA COMMENT ON THAT? NO COMMENTS IN THE COMMENT COMMENTS IN THE COMMENT BOX SO PEOPLE CAN READ. OKAY. UM, LET'S GO TO CHRIS MATOS. CHRIS MATOS, GOOGLE. UM, COUPLE QUESTIONS. FIRST, THANK YOU FOR ALL OF THE UPDATES YOU HAVE INCREMENTALLY MADE TO THIS OVER TIME. I KNOW THIS SEEMS TO BE A CIRCULAR THING WHERE Y'ALL DO IT AND THEN WE JUST GIVE YOU MORE QUESTIONS, BUT WE'RE OBVIOUSLY ALL VERY VESTED IN THIS, UM, ON SLIDE 11. AND I'M GUESSING, SO SOME OF THESE PROJECTS THAT ARE IN THE PAST, NOT ALL OF THEM ARE ENERGIZED. AND SO I'M WONDERING IF THERE IS THE OPPORTUNITY TO ADD TO THIS PROJECTS BEING ENERGIZED IN A GIVEN QUARTER. 'CAUSE YOU CAN SEE RIGHT, SOMEWHERE IN Q1 2025, THERE ARE FOUR THAT ARE STILL PENDING REVIEW Q2, THERE'S AT LEAST, THERE ARE AT LEAST SOME THAT HAVE NOT EVEN SUBMITTED THEIR STUDY. AND SO I THINK I, IT WOULD BE CURIOUS, ESPECIALLY GIVEN THE MARKET NOTICE, UM, TO START GETTING A SENSE OF WHAT PROJECTS ARE ACTUALLY ENERGIZED OR WHEN THEY'RE BEING ENERGIZED AS PART OF THIS. UM, AND THEN SOMETHING THAT MIGHT HELP BOTH THE PREVIOUS TWO COMMENTERS IS, I KNOW WE PASSED NPR 1267, WHICH SOMEWHAT ADDRESSES THE LARGE LOAD REPORT ISSUES THAT I THINK SHANE BROUGHT UP AND THAT, UM, BILL HAS BROUGHT UP. SO WHAT'S THE STATUS ON THE IMPLEMENTATION OF THAT? [01:25:03] I'M SORRY, CHRIS, COULD YOU REPEAT THE LAST PART OF YOUR QUESTION? WHAT THE, WHAT IS ESTABLISHED OF IMPLEMENTATION OF, OF WHAT, 1267? IT'S THE LARGE LOAD INTERCONNECTION STATUS REPORT. IS, IS THIS WHAT THAT'S CONSIDERED? 'CAUSE I THINK THERE WERE SOME ADDITIONAL REQUIREMENTS WITHIN 1267. YEAH, THAT'S A FAIR QUESTION. UM, UH, SO I'LL ADDRESS THAT AND I THINK I'LL LET JULIE ADDRESS THE ADDITIONS TO THIS GRAPH. UH, SO THAT HAD BEEN HELD UP A LITTLE BIT AS WE'VE BEEN WORKING ON, UM, THE IMPLEMENTATION OF WHETHER THIS DATA WOULD GO INTO RIO OR, UH, INTO A, A POTENTIALLY A NEW TOOL. AND, UM, I BELIEVE WE ALSO ARE STILL WORKING ON AN INTERIM SOLUTION THAT WOULD ALLOW US TO UNBOX THAT. SO I AGREE, I THINK IT PROBABLY, IT WOULD BE A MODIFICATION OF THIS REPORT TO ALIGN WITH IT. UM, AND, UH, YOU KNOW, THE, THE BANDWIDTH CONCERNS I'VE ALREADY RAISED HAVE, HAVE SLOWED THAT DOWN. Y YEAH. AND CHRIS, JUST TO ANSWER YOUR FIRST QUESTION, SO, UM, ONCE AGAIN, I'LL REITERATE SOMETHING I THINK I SAID AT THE TOP OF THE PRESENTATION, UM, WITH THOSE, UM, PROJECT CATEGORIES. UM, SO, YOU KNOW, AS, AS YOU KNOW I'VE KIND OF DISCUSSED HERE, WE RELY ON, UM, YOU KNOW, TSPS AND ALSO, UM, THOSE OF Y'ALL ON THE LOAD SIDE THAT WE'RE IN CONTACT WITH TO GIVE US UPDATED INFORMATION. UM, AND I'VE GOT A COUPLE OF PROJECTS WITH, UM, STAY ALL DATES THAT I'VE BEEN REACHING OUT TO, UH, TO DIFFERENT ENTITIES TO GET UPDATES ON. SO, UM, ONCE AGAIN, JUST WANNA REITERATE, UM, WE, WE GET THAT DATA FROM, FROM THE TSPS AND FROM THE LOADS. AND SO, UM, JUST PLEASE ENSURE THAT WHAT YOU'RE PROVIDING US IS UP TO DATE, UM, SO WE CAN REFLECT THAT, UM, IN THIS REPORT AND OTHERS. OKAY, THANK YOU. OKAY, LET'S GO TO SETH. YEAH, THANK YOU SETH, WITH VIAL. UM, I'M NOT SEEING A LOT OF MOVEMENT IN THE APPROVED, UH, ENERGIZED BUCKET. UM, AND I SAW THIS WEEK THAT ENCORE SUBMITTED LIKE $4.4 BILLION OF TRANSMISSION FOR LARGE LOADS. UM, SO I'M THINKING OUT LOUD TO MYSELF AND I'M WONDERING IF YOU COULD HELP ME WITH THIS, HOW MUCH OF THE LOAD, THE LOAD REQUESTS THAT ARE SUBMITTED ARE NOT BEING APPROVED TO ENERGIZE BECAUSE THEY'RE WAITING ON TRANSMISSION. SETH, THIS IS AG. I I DON'T HAVE THAT NUMBER, UH, HANDY. UH, I'M NOT SURE WE REALLY HAVE A WAY TO QUANTIFY THAT AT THE MOMENT. UM, THE, I WILL SAY THAT THERE SOME OTHER FACTORS THAT I THINK HAVE SLOWED, UH, ENERGIZATION, UM, THE REQUIREMENT THAT THE LOAD UNDERGO, UH, INTERIM VRT REVIEW THAT WAS ESTABLISHED EARLIER THIS YEAR, UH, WE HAVE NOT RECEIVED MANY DWG SURVEYS THAT ARE PRECURSOR TO THAT. SO I THINK THAT IS A PORTION OF IT. UH, ADDITIONALLY, THE NET METERING PROCESS THAT'S BEING ESTABLISHED, UH, IN RESPONSE TO SB SIX, I THINK THAT'S ANOTHER, UM, FACTOR IN THAT. SO I, I WOULD NOT CHARACTERIZE, UH, WAITING FOR TRANSMISSION TO BE THE, UH, SOLE REASON FOR THAT SLOWDOWN. NO, NOT, NOT A SOLE REASON, OBVIOUSLY, BUT I MEAN, IS THIS A MATERIAL REASON? ARE YOU SEEING THAT THERE ARE A LOT OF LARGE LOADS IN THE PROJECTS? I MEAN, IN THE QUEUE THAT WOULD BE APPROVED TO ENERGIZE, BUT FOR THE ABSENCE OF TRANSMISSION? I THINK THAT IS CERTAINLY AN ACCURATE DESCRIPTION OF SOME PROJECTS THAT THE STUDIES DETERMINED THAT NO LOAD COULD BE SERVED UNTIL TRANSMISSION UPGRADES WERE COMPLETED. UH, BUT I DON'T HAVE ANY NUMBERS TO DETERMINE TO TELL YOU HOW MANY OF, OF THE QUEUE WOULD FALL INTO THAT BUCKET RIGHT NOW. OKAY. YEP. THANK YOU. OKAY. IS THAT IT FOR YOU, SETH? OKAY, LET'S GO TO MARK DREYFUS. UH, I'M VERY THANKFUL FOR THE CHAIR WHO DOES A GREAT JOB AND, AND, UH, RUNS VERY BALANCED COMMITTEE. UM, MY, MY QUESTION IS ON VALIDATION. UM, THESE NUMBERS ARE SO CRITICAL TO THE LOAD FORECAST AND THE AIR CUT LOAD FORECAST IS SO CRITICAL TO THIS TRANSMISSION BUILD OUT THAT'S UNDERWAY. I, I JUST LOOSELY, I THINK THERE'S ABOUT $40 BILLION WORTH OF TRANSMISSION PROJECTS UNDER CONSIDERATION. UM, CONSUMERS, WHEN WE'VE HAD THE OPPORTUNITY OVER THE LAST COUPLE OF YEARS HAVE ADVOCATED FOR ADDITIONAL VALIDATION OF WHETHER THESE LOADS ARE REALLY COMING. I KNOW THAT'S A REALLY DIFFICULT [01:30:01] QUESTION. UH, SENATE BILL SIX ASSISTED THAT A LITTLE BIT WITH THE PROVISION THAT DUPLICATES SHOULD BE ELIMINATED FROM THE LIST. MY QUESTION IS WHETHER ERCOT BELIEVES THAT IT HAS AUTHORITY TO FURTHER VALIDATE WHETHER THESE LOADS ARE COMING OR WHETHER IT BELIEVES IT'S RESTRICTED BY THE SENATE BILL SIX PROVISION, AND THAT IS THE ONLY VALIDATION THAT IT CAN DO. SO, FOR EXAMPLE, COULD ERCOT GET ON THE TELEPHONE CALL EVERY ONE OF THESE, HOWEVER MANY HUNDREDS OF PROJECTS AND INQUIRE AND DIG IN INTO WHETHER THEY'RE REALLY COMING OR NOT? OR DOES KOTT BELIEVE THAT IT'S REALLY RESTRICTED FROM BEING ABLE TO DO THAT? HEY, HEY, THIS IS CHRISTIE. UM, I'LL JUMP IN HERE AND, AND HELP OUT ON THAT QUESTION. SO I THINK THE, WE ARE VERY ACTIVE IN THE COMMISSION RULEMAKING. UM, I THINK YOU'VE HEARD ME PROBABLY STATE ON THE MIC THERE AND IN OTHER PLACES THAT IT'S VERY IMPORTANT, UM, THAT WE WORK WITH THE COMMISSION TO GET THIS RULE MAKING RIGHT, UM, BECAUSE THAT WILL INDICATE WHAT WE WILL, UH, INCLUDE IN OUR FORECAST GOING FORWARD. AND, AND THIS ISN'T THE ONLY FORECAST, UM, TRANSMISSION, UH, RESOURCE ADEQUACY GETS USED IN OUR BUDGET A NUMBER OF PLACES. SO IT'S VERY IMPORTANT THAT WE GET THAT FORECASTING RULE CORRECT. I, I GUESS ONE THING I WOULD POINT OUT, MARK, IS THAT TODAY WE DO NOT HAVE THAT RELATIONSHIP WITH THE END USE CUSTOMER. THE WAY NPR 1 2, 3 4, AND P ONE 15 WE'RE SET UP IS THAT WE HAVE TO WORK THROUGH, OR THE, THE CUSTOMER WORKS WITH THE UTILITY. THE UTILITY THEN BRINGS US THE INFORMATION THEY BELIEVE IS VALID. AND SO THAT WOULD BE ONE LIMITATION. I CAN TELL YOU THAT WE DO THINGS TO REVIEW. WE, THERE'S, AS YOU KNOW, THERE'S SERVICES THAT ARE OUT THERE. UH, WE CAN LOOK FOR BOTH, YOU KNOW, GENERATION AND LOAD, UM, TO SEE HOW, YOU KNOW, WHETHER ANYTHING'S PROGRESSING AT THOSE SITES. AND THAT HELPS GIVE US BETTER INFORMATION MOVING FORWARD AS WELL. BUT I THINK REALLY THE KEY BACK TO YOUR QUESTION IS WE CURRENTLY DO NOT HAVE THOSE RELATIONSHIPS WITH END USE CUSTOMERS. IT'S WITH THE UTILITY. YEAH. AND THIS IS AG SPRINGER. I'LL, I'LL ADD ONE THING TO CHRISTIE'S COMMENTS. AND CHRISTIE, THANKS FOR HELPING OUT THERE. UM, WE HAVE PERIODICALLY, UH, SENT RFIS TO THE TSPS THAT HAVE REQUESTED THESE LOADS IN AN EFFORT TO TRUE UP THE QUEUE. THAT HAPPENS PERIODICALLY. YOU MAY NOTICE IN SOME OF THE, THE TIME-BASED SLIDES IN THIS DECK THAT OCCASIONALLY THE NUMBER OF LOADS IN THE QUEUE ACTUALLY GOES DOWN. THAT'S USUALLY THE RESULT OF A PERIODIC TRUE UP. HOWEVER, THE VAST MAJORITY OF THESE LOADS INDICATE THEY ARE STILL COMING WHEN THESE RFIS ARE PERFORMED. UM, AND YOU KNOW, I THINK THAT HAS GENERALLY BEEN OUR EXPERIENCE IN THE CASES WHEN WE DO HAVE, UH, CONVERSATIONS THAT INVOLVE BOTH THE TSP AND THE CUSTOMER. UH, I AM SORRY. I THINK THERE'S SOMEBODY, UH, SOMEBODY'S GOT THEIR MIC ON MM-HMM . OH, IF YOU COULD MUTE, MUTE PLEASE. THANK YOU. UM, IT HAS BEEN GENERALLY OUR EXPERIENCE THAT EVERY LARGE LOAD CUSTOMER INSISTS THAT THEY ARE, QUOTE UNQUOTE THE REAL ONES AND THEIR COMPETITORS ARE THE ONES THAT ARE, ARE SPECULATIVE. AND SO IT BECOMES VERY HARD FOR US TO TRUE UP. YOU KNOW, IT, IT SOUNDS LIKE A SIMPLE MATTER TO JUST QUERY THE TSPS AND ASK THAT QUESTION, BUT WE GENERALLY DO NOT SEE A SIGNIFICANT DECREASE IN THE SIZE OF THE QUEUE WHEN WE DO THAT. WELL, THANK YOU FOR THAT RESPONSE. AND, AND I DO THINK IT IS CRITICALLY IMPORTANT THAT WE CONTINUE TO, TO FOLLOW UP AND, AND YOU ALL WORK WITH THE TSPS AS NECESSARY TO GET TO THESE PROSPECTIVE LOADS TO, TO FURTHER VALIDATE WHETHER THEY'RE REALLY COMING. I WOULD NOTE THAT WHEN THE COMMISSION ADOPTED THE RULES FOR, UH, I THINK IT'S SENATE BILL 1281 IN 20 23, 20 21, UM, THAT FIRST INTRODUCED FORECASTED LOADS AND LOADS SEEKING INTERCONNECTION THAT IN THE ADOPTION OF THE RULES, THE COMMISSION SAID THAT FORECASTED LOAD GROWTH AND ADDITIONAL LOAD CURRENTLY SEEKING INTERCONNECTION MUST BE SUBSTANTIATED BY QUANTIFIABLE EVIDENCE OF PROJECTED LOW [01:35:01] GROWTH. AND I DON'T THINK WE'VE USED THAT PROVISION SUFFICIENTLY TO DRILL DOWN ON WHO'S REALLY COMING. AND, AND THESE, THESE ARE REALLY CRITICAL. 'CAUSE I, I HAVE VERY, I, I APOLOGIZE FOR EVEN SAYING THIS, BUT I HAVE VERY LITTLE CONFIDENCE IN THE LONG-TERM LOAD FORECAST BECAUSE OF THESE NUMBERS. BECAUSE THESE NUMBERS CANNOT RATIONALLY BE INCORPORATED INTO THE LOAD FORECAST. THAT LOAD FORECAST IS REALLY CRITICAL BECAUSE IT DRIVES RESOURCE ADVOCACY, DECISION MAKING, AND THE, UH, THE TRANSMISSION BUILD OUT. SO, UH, I JUST ENCOURAGE YOU TO, UH, TO CONTINUE WORKING ON VALIDATION AND WE REALLY GOTTA, GOTTA GET GOING AND ACCELERATE ON ANY WORK THAT HAS FINANCIAL COMMITMENT INVOLVED FOR THESE LOADS BECAUSE THAT'S REALLY GONNA BE THE DETERMINATION OF WHETHER THEY'RE, THEY'RE REALLY COMING. THAT SHOULD BE OUR TOP PRIORITY. THANK YOU. OKAY. UM, I'LL LET BOB WHITMEYER GO NEXT 'CAUSE HE HAD A FOLLOW UP TO MARK'S COMMENT. YEAH, YEAH. MARK, I, I, YOU KNOW, I'VE, I'VE SAT IN A SIMILAR SEAT TO YOU OVER THERE AND I'LL, I'LL JUST POINT OUT WHILE, WHILE THE ONE THING I'M A HUNDRED PERCENT SURE OF, WE WILL NEVER SERVE MORE LOAD THAN WE HAVE GENERATION. THEREFORE, CLEARLY THESE NUMBERS CAN'T BE RIGHT. HOWEVER, HAVING SAID THAT, WHEN YOU GET TO A SPECIFIC SITE, IF IT HAS APPROVAL TO ENERGIZE FROM ERCOT, IT IS VERY LIKELY TO GET BUILT OUT. MAYBE NOT BY THE GUY THAT ORIGINALLY SUBMITTED IT, BUT THAT APPROVED SITE IS WORTH A FORTUNE AND THOSE THINGS WILL, WILL GET BUILT. SO I DON'T THINK WE REALLY HAVE THAT STRANDED PIECE WHEN WE'RE AT AN INDIVIDUAL SITE, BUT OVERALL, YOU'RE ABSOLUTELY RIGHT. WE CAN'T SERVE WHAT IS REALLY 300 GIGAWATTS OF LARGE LOAD ON A SYSTEM THAT TODAY IS ONLY A HUNDRED GIGAWATTS. THANKS. THANKS BOB. LET'S GO TO EVAN. EVAN NEIL WITH LANUM. UM, MY QUESTION'S A BIT MORE IN LINE WITH WHAT SETH WAS ASKING EARLIER. UM, SO I GUESS LOOKING AT, AT SLIDE THREE, CAN WE JUST CONFIRM THAT THE LOAD COMMISSIONING PLANS FOR ALL OF THE PROJECTS IN HERE ARE BEING TAKEN INTO ACCOUNT IN THIS CHART? THAT'S CORRECT, EVAN. THEY ARE. OKAY, GREAT. SO IF, IF THAT'S THE CASE, THEN CAN WE SPLIT OUT THE PLANNING STUDIES APPROVED LOAD BY WHAT CAPACITY IS APPROVED OUTRIGHT UPON ENERGIZATION AND WHAT CAPACITY IS APPROVED PENDING A TRANSMISSION UPGRADE, WHICH WOULD BE CAPTURED IN THAT LOAD COMMISSIONING PLAN? WE CAN CERTAINLY TAKE THAT BACK. YEAH, EVAN, I, I DON'T THINK THAT'S GONNA BE EASY TO DO WITH THE CURRENT TOOL THAT WE ARE USING FOR TRACKING, BUT I, I DO THINK THAT IS SOMETHING THAT IN THE FUTURE WE MAY BE ABLE TO PROVIDE AS WE TRANSITION OUT OF THE, UH, THE JIRA BASED TOOL WE'RE USING. THANKS, I APPRECIATE THAT CONTEXT AND JUST, YOU KNOW, AND, AND WHAT I THINK THE SAME POINT SETH WAS TRYING TO MAKE, THAT'S A, A REALLY IMPORTANT, UH, DIFFERENTIATOR BETWEEN THAT CATEGORY. SO WOULD APPRECIATE THAT DATA. THANKS. OKAY, CLAYTON. YEAH, I GUESS MY QUESTIONS ALONG THAT LINE ARE THESE SHOWING REFLECTING THE, THE LOAD RAMP THAT WAS SUBMITTED OR THE LOAD RAMP AS CAN BE BUILT, THAT CAME OUT OF THE STUDIES? SO MAYBE I'M ASKING THE SAME THING EVAN WAS ASKING. JULIE, DO YOU WANNA TAKE THAT ONE? UH, YEAH, CLAYTON, UH, I I THINK YOU'RE ASKING THE SAME QUESTION THAT EVAN JUST ASKED, CORRECT? YEAH, PRETTY MUCH IS BECAUSE THOSE ARE RADICALLY DIFFERENT, IS MY POINT. YEAH, AGREED. AND I THINK THAT'S SOMETHING WE CAN BREAK OUT. YEAH. CLAYTON, I I WOULD ALSO ADD, WHAT DOES THIS REFLECT? DOES THIS, WHAT YOU'RE REFLECTING HERE IS THE SUBMITTED LOAD RAMPS? YEAH, SO IT DEPENDS ON, GO AHEAD. A WELL, I THINK IT ALSO DEPENDS ON WHAT PHASE OF STUDY THEY'RE IN. SO IF THAT'S WHAT I WAS GONNA SAY, IF THE LOAD IS UNDER ERCOT REVIEW, THEN THERE IS NO DETERMINATION THAT'S BEEN MADE YET ABOUT WHETHER, YOU KNOW, WHAT UPGRADES WOULD BE NEEDED TO SERVE THAT LOAD. IT'S UNDER REVIEW RIGHT NOW, SO THAT'S GOING TO REFLECT THE [01:40:01] CUSTOMER'S PROPOSED RAMP. THE, UH, STUDIES APPROVED WOULD REFLECT THE RAMP THAT IS APPROVED IN THE STUDIES. OKAY. SO YOU ARE MAKING THAT ADJUSTMENT ONCE THE STUDIES ARE APPROVED? CORRECT, IN THE DARK GRAY. OKAY. THANK YOU. OKAY. I I, I'M SORRY, GO AHEAD, BETH. I'M I'M, I'M SORRY. AFTER THAT INTERCHANGE, I, I'VE GOT ANOTHER CLARIFYING QUESTION. I THINK WHAT I UNDERSTOOD ALL OF THAT TO SAY IS IF I LOOK AT SLIDE THREE, THE PLANNING STUDIES APPROVED IN INCLUDES THE LOADS THAT CAN BE MET WITH EXISTING TRANSMISSION AND THEN IF TRANSMISSION IS NECESSARY FOR, TO, TO FULFILL THE, THE, THE LOAD RAMP SCHEDULE OR THE LOAD INCREASE, THAT INCREMENTAL LOAD THAT CAN'T BE SERVED CURRENTLY IS GONNA SHOW UP IN THE UNDER ERCOT REVIEW LINE. PLEASE CORRECT OR CONFIRM THAT'S, THAT'S NOT ENTIRELY CORRECT. SO IT, IF THE, UM, IF THE STUDIES IDENTIFIED UPGRADES THAT WOULD NOT NEED TO, FOR EXAMPLE, GO THROUGH RPG REVIEW, BUT WOULD STILL NEED TO BE IN PLACE BEFORE THE LOAD, UH, COULD BE SERVED, THAT WOULD BE, UM, OR APPROVED PROJECTS THAT ARE ALREADY, UH, IN DEVELOPMENT IN TERMS OF TRANSMISSION UPGRADES. THOSE WOULD STILL BE CAPTURED AS, UH, APPROVED PLANNING STUDIES. IT'S REALLY ONLY IF THERE'S NO UPGRADE PATH THAT IS CURRENTLY MOVED, YOU KNOW, AVAIL, UH, IDENTIFIED. AND POTENTIALLY IF ADDITIONAL STUDY IS NEEDED THAT IT WOULD, WOULD GO BACK. AND THAT, UH, I DON'T RECALL WHO ASKED THAT FIRST QUESTION. IT MAY HAVE BEEN SETH, UH, GETTING A BREAKOUT OF, UH, OR MAYBE IT WAS BILL, UH, A BREAKOUT OF PROJECTS THAT WENT BACK TO, UM, YOU KNOW, GOT, GOT SEPARATED OUT. UM, SO SORRY, THAT WOULD, THAT MAY NOT BEEN CLEAR, BUT IT, IT IS NOT ENTIRELY THE CASE THAT CONDITIONAL APPROVALS THAT WERE CONDITIONED ON UPGRADES ARE KICKED OUTTA THE PLANNING STUDIES APPROVED BUCKET. THAT'S NOT, NOT HOW IT WORKS AND THAT'S NOT THE INTENT. PERFECT. I, AND, AND, AND THANK YOU FOR DIGGING INTO THAT. 'CAUSE, UH, TWO THINGS HAPPENED. ONE, IT, I THINK IT PROVIDED THE GROUP WITH A LITTLE BIT MORE CLARITY, AND TWO, I, FOR ME AT LEAST, HOPEFULLY FOR THE GROUP, IT HIGHLIGHTS THE COMPLEXITY OF TRYING TO, YOU KNOW, KIND OF DIG DOWN INTO MORE, UH, MORE DETAIL ON THAT LOAD. SO, SO THANK YOU AG. OKAY, LET'S GO TO SETH. YEAH. SO TO ROUND THAT OFF, UH, AG, SO, AND THE PLANNING STAYS TO APPROVE THOSE NUMBERS WOULD CONSIDER SUCH PROJECTS AS THE ONES THAT ENCORE SUBMITTED THIS WEEK FOR THE 4.4 BILLION. SO, SO JUST, JUST ASKING IT ANOTHER WAY, UM, YOU'RE CONSIDERING THE TRANSMISSION AVAILABILITY, UH, WITH THOSE PROJECTS AND THE PLANNING STUDIES TO APPROVE SETH? I'M NOT ENTIRELY SURE. UH, I FOLLOW, SO ARE YOU ASKING IF PROJECTS, UH, TRANSMISSION PROJECTS THAT HAVE JUST BEEN NEWLY SUBMITTED ARE INCLUDED IN, UH, THE UPGRADE PATH FOR THESE LARGE LOADS? NO, NO. FOR, FOR THE PLANNING STUDIES APPROVED CATEGORY, ARE THOSE TRANSMISSION PROJECTS THAT ARE UNDER REVIEW, ARE THOSE BEING ACCOUNTED FOR WHEN YOU RUN THE STUDIES TO APPROVE THOSE PROJECTS? IN OTHER WORDS, IS THAT TRANSMISSION CAPABILITY PRESENT IN THOSE STUDIES WHEN YOU'RE APPROVING THOSE PROJECTS? SO I, I THINK IT WOULD, IT, I, I MAY HAVE TO VOTE A FRIEND HERE. UM, , UH, HEY JULIE, IF YOU WANT TO HELP ME OUT, I THINK IT WOULD PROBABLY DEPEND ON, WE HAVE BU HERE TOO, TRANSMISSION PROJECTS AND THE LOAD WHEN THE LOAD REQUEST WAS SUBMITTED. SO I DON'T KNOW IF I CAN GIVE A SPECIFIC ANSWER TO THAT. JULIE, YOU WANNA WANT TAKE THAT ONE? WELL, WE, WE HAVE CABO IN THE ROOM IF THAT WOULD HELP. WHY, WHY DON'T YOU GO AHEAD. SURE. THANK YOU. I APOLOGIZE. THANK YOU. CAN YOU HEAR ME? YEAH. GOOD MORNING, . SO TO ANSWER YOUR QUESTION, SAID, SO THE PROJECTS THAT'S SUBMITTED BY ENCORE COMES FROM THE FINDINGS OF THE 2024 RTP. SO THESE ARE PROJECTS THAT WAS IDENTIFIED IN 2024 RTP, WHICH IS REQUIRED TO SERVE THE LONG TERM LOAD. SO YOUR QUESTION IS, WE HAVEN'T LOOKED AT [01:45:01] LIKE, YOU KNOW, WHAT'S SUBSET OF THOSE PROJECTS ARE NEEDED IN THE, IN THE NEXT, IN THE PLANNING HORIZON, IF YOU'RE TALKING ABOUT LIKE ONE OR TWO YEARS. SO THE ENCORE PROJECTS ARE PROJECTS THAT'S NEEDED TO SERVE THE FORECASTED LOAD, WHICH IS ROUGHLY AROUND 150 GIGAWATTS IN THE 2024 RTP. SO THAT THAT WHOLE SET OF PROJECTS THAT ENCORE SUBMITTED OUR PROJECTS PICKED FROM THE 2024 RTP, IT REPRESENTS VARIOUS TIMEFRAME. IT'S, SOME OF THEM ARE LIKE, YOU KNOW, DIFFERENT IN-SERVICE DATES, SO I CAN'T, YOU KNOW, WE DON'T HAVE THIS EXACTLY TIED TO THIS, YOU KNOW, NEAR TERM PROJECTS. THANK YOU. DID ANYONE ELSE ON THE PHONE FROM OTT WANNA WEIGH IN ON THAT? SETH, ARE YOU GOOD? OKAY, GO AWAY. OKAY. UM, LET'S GO TO BRIAN SAMS. I, I, I WANT TO GO TO SLIDE SIX, PLEASE. UH, AND IT HAS TO DO WITH, LET'S JUST SAY, UH, YOU HAVE A SITE THAT'S 500 MEGAWATTS AND IS IN THIS BAR ALREADY, AND SOME OF THE, THE, UM, LOAD IS ENERGIZED AND SO IT WOULD BE CAPTURED IN THE BLUE. UM, AND MAYBE THERE JUST ISN'T, A CUSTOMER HASN'T RAMPED UP YET. IT, IT HYPOTHETICALLY COULD GO TO THE FULL 500 THAT'S APPROVED TO BE ENERGIZED, RIGHT? THERE'S NOT LIKE A WAITING ON TRANSMISSION ASPECT TO THAT, IS MY UNDERSTANDING. IT'S LIKE ONCE IT'S APPROVED, ENERGIZED, THERE'S NO, THERE'S IT'S APPROVED FOR THE FULL AMOUNT. IS THAT, THAT'S CORRECT. AG CONFIRM. OKAY. SO I, I WAS SO A LITTLE CONFUSED ABOUT SETS. LEMME LEMME CLARIFY. JUST SO THERE'S NO CONFUSION. OKAY. I APOLOGIZE FOR INTERRUPTING. SO THIS REFLECTS APPROVALS FOR THE UP TO THE AMOUNT. SO THAT GRAY, THE, THE GRAY SECTION ON THIS BAR, UH, THAT IS LOAD THAT COULD BE CONSUMED WITHOUT ANY ADDITIONAL STUDIES OR NOTIFICATION TO ERCOT. IT IS APPROVED TO ENERGIZE UP TO THE, YOU KNOW, AN AGGREGATE UP TO THAT, UH, THE TOP OF THAT BAR. PERFECT. I, I, I WAS SLIGHTLY CONFUSED BY SETH'S QUESTION REGARDING LIKE WHY SOME OF THESE FOLKS HAVEN'T ENERGIZED YET. AND IT'S NOT THAT THEY'RE WAITING ON TRANSMISSION BECAUSE THEY COULD ENERGIZE ALL THE WAY UP TO THE TOP OF THE BAR. YEAH. SO THIS IS, THIS IS NOT LOAD THAT IS WAITING ON TRANSMISSION UPGRADES. THESE ARE, THIS IS LOAD THAT IS CURRENTLY APPROVED TO ENERGIZE, AND AS YOU POINTED OUT, THE SLIDE OBSERVES THAT WE ARE NOT SEEING CONSUMPTION UP TO THAT AMOUNT. THANK YOU. OKAY, LET'S GO TO ERIC GOFF. UM, I THINK I'VE GOT A DIFFERENT WAY TO ASK THE SAME QUESTION, . UM, WONDERFUL. SO, UM, FOR PROJECTS, UM, THAT WILL REQUIRE AN RPG PROJECT, UM, FOR MOST OF THOSE LOADS, UM, THAT HAVE GONE THROUGH THIS PROCESS, THERE HAS NOT YET BEEN AN ASSOCIATED RPG PROJECT BECAUSE THEY'VE BEEN ON THINGS LIKE THE RTP, UM, AND, AND OTHER ITEMS. AND SO TO THE EXTENT THAT ANY OF THESE LOADS DO REQUIRE AN RPG UH, PROCESS, UM, THAT MIGHT BE A PENDING RPG FILING. IS THAT A FAIR WAY TO CHARACTERIZE IT? BECAUSE SO FAR THE ONES WE'VE HAD ARE FROM PAST LARGER SCALE TRANSMISSION PROJECTS. SO YEAH, ERIC JUST DEPENDS AT WHAT POINT THE LOAD WAS. CAN EVERYONE HEAR ME OKAY? SORT OF. OKAY. HOW'S THIS? THAT'S BETTER. OKAY, AWESOME. YEAH, SO IT DEPENDS ON WHEN THOSE PROJECTS WERE SUBMITTED TO THE QUEUE. UM, IN RELATION TO THEIR, THEIR RPG FILING. SO I'VE, I'VE SEEN SOME PROJECTS THAT, YOU KNOW, UM, THEY'RE, THEY'RE VERY CLOSE TO, YOU KNOW, SORT OF AN RPG SUBMITTAL FOR THOSE LOADS, AND THEY WANNA MAKE US AWARE OF THAT. UM, ON THE LARGE LOAD, UH, YOU KNOW, KIND OF Q SIDE, UM, I'VE ALSO SEEN SOME WHERE, YOU KNOW, THE, THE LCP SORT OF, YOU KNOW, ONCE THE, UH, AND SORRY FOR EVERYONE ELSE'S BENEFIT, THE LCP IS THE LOAD COMMISSIONING PLAN IDENTIFIES THOSE POTENTIAL PROJECTS THAT WILL BE NEEDED. UM, AND USUALLY SOMEWHERE IN THE REPORT, THE TSP WILL DELAGE THAT, YOU KNOW, THESE ARE LARGE ENOUGH UPGRADES THAT THEY'LL PROBABLY NEED TO BE SUBMITTED AS A FORMAL PROJECT TO RPG. [01:50:01] SO IT REALLY JUST DEPENDS ON THE SUBMISSION. OKAY. BU DID YOU WANNA ADD TO THAT? YEAH, . SO I'LL, I'LL, I'LL RESPOND TO, UH, ERIC'S QUESTION HERE. I THINK JUST WANTED TO STEP BACK A LITTLE BIT. ALL THIS, YOU KNOW, THIS, ALL THIS LOAD PROJECTIONS CAME INTO PLANNING MODELS IN 2024, RIGHT? PRIOR TO THAT, THERE WERE NO PROJECTS FOR ANY OF THIS LOAD. SO WHAT PLANNING DID IS IDENTIFY THE LONG-TERM PROJECTS, I MEAN, NEEDED TO SERVE THIS LOAD 2020 THIRD, 20 28, 20 30, 20, 31 TIMEFRAME. AND, UH, HERE WE ARE WORKING THROUGH THE PROCESS AS PART OF IT, WE'RE GONNA HAVE A COUPLE OF RPG PROJECTS THAT'S PART OF THAT LOAD SERVING PROJECT. SO THERE, THIS IS A, THIS, IT'S, IT'S HARD TO ANSWER LIKE SPECIFIC PROJECTS BECAUSE THIS, THIS IS, UM, IF YOU LOOK AT THE PLAN FROM A PLANNING SIDE, YOU NEED A LOT MORE THAN ANY SINGLE PROJECT TO SERVE THIS LOAD IN DIFFERENT AREAS. SO THIS INCLUDES THE BACKBONE INFRASTRUCTURE PROJECT PLUS OTHER PROJECTS. SO AS WE MOVE THROUGH THE PROCESS, WE'RE ADDRESSING SOME TRANSMISSION NEEDS. YES, ERIC IS RIGHT. THERE ARE PARTS OF THE PROJECT, OTHER PARTS OF THE PROJECT THAT STILL HAS TO BE PROPOSED. UM, THAT'S SOMETHING YOU'RE SEEING FROM THE ENCORE PROJECTS, LIKE SET UP PROJECTS, RIGHT? SO 2024 WE IDENTIFIED ADDITIONAL PROJECTS OTHER THAN THE BACKBONE INFRASTRUCTURE THAT'S GOING THROUGH THE RPG PROCESS. SO I DO EXPECT THERE WILL BE OTHER PROJECTS WHICH WILL BE SUBMITTED TO RPG. SO I JUST WANTED TO PUT THIS, YOU KNOW, THE, THE WHOLE CONTEXT IN HERE. THANK YOU. THAT'S HELPFUL. OKAY. ERIC, ARE YOU GOOD? OKAY. ANY OTHER QUESTIONS OR COMMENTS? OKAY, SAM? YEAH, HI CAITLYN, CAN YOU HEAR ME? YES. OKAY. I JUST HAD A QUESTION ON, ON THIS, ON THIS SLIDE. SO FOR ALL OF THE RPG PROJECTS THAT ARE UNDERWAY, UM, IS THE ASSUMPTION THAT THE LOAD HERE IS UTILIZING ITS FULL, UM, INTERCONNECTION AMOUNT? SO I GUESS ASKING ANOTHER WAY FOR THE, YOU KNOW, EXISTING KIND OF 60% OF THE APPROVED ENERGIZED CAPACITY THAT'S BEING USED, UM, I'M ASSUMING NONE OF THAT IS ASSUMED TO BE AVAILABLE IN THE CURRENT RPG PROJECTS. IS THAT RIGHT? IS THAT AG OR I CAN HELP OR I DON'T KNOW IF PROBABLY IS STILL AT THE TABLE, BUT I THINK, UH, YES, HE IS THE ANSWER. BUT I THINK, YOU KNOW, THE SIMPLE ANSWER IS OUR PLANNING RULES THAT WE HAVE TODAY HAVE US TREAT THIS LOAD AS FIRM LOAD. AND SO, UM, IT WOULD BE, EVEN IF THEY AREN'T USING ALL OF THAT TODAY, THEY HAVE BEEN APPROVED TO BE ABLE TO, YOU KNOW, TOMORROW WITHOUT ANY FURTHER NOTICE TO ERCOT BEGIN USING THAT. SO IT, IT IS PLANNED FOR THAT FULL AMOUNT. OKAY. AND WITH THAT IN MIND, I GUESS, IS THERE ANY SORT OF PROVISIONS ON, YOU KNOW, THAT CAPACITY BECOMING AVAILABLE FOR PLANNING STUDIES IF FOLKS CONTINUE TO, I MEAN, IF THIS IS THE NON SIMULTANEOUS PEAK LOAD, THEN I WOULD ASSUME THE INCIDENT IS POSSIBLY EVEN LOWER. UM, I THINK, I THINK THAT'S A POLICY, UM, DISCUSSION THAT SHOULD HAPPEN OVER AT THE COMMISSION. UM, BECAUSE ABOUT ALLOCATION, UH, OF TRANSMISSION CAPACITY. 'CAUSE THAT'S NOT SOMETHING CAN DO RIGHT NOW. GOTCHA. UNDERSTOOD. THANK YOU. THANKS, CHRISTIE. OKAY. OKAY, I THINK WE'RE DONE. ANY OTHER QUESTIONS OR COMMENTS? UM, I THINK THIS WAS A GOOD DISCUSSION. IT, IT STRIKES ME THAT IT WAS SOMEWHAT EXISTENTIAL, UM, AND RELIES ON PIECES FROM THE, THE COMMISSION AND THE LEGISLATURE. UH, ANOTHER THING I'VE NOTICED IN THESE LARGE LOAD REPORTS ARE WE, WE TEND TO GET THE SAME QUESTION OVER AND OVER AND OVER, AND THEN THE NEXT MONTH, THE SAME QUESTION OVER AND OVER AND OVER. AND AS WAS NOTED TODAY, I, I THINK ERCOT IS REALLY GOOD ABOUT MAKING CHANGES WE REQUEST, BUT A LOT OF TIMES THAT LEADS TO MORE QUESTIONS ABOUT THAT NEW SLIDE OR, OR MORE WANTS FOR THAT SLIDE. SO I, I THINK I'D LIKE TO GET WITH MARTHA AND ERCOT AND THINK ABOUT, YOU KNOW, IS THIS THE MOST PRODUCTIVE WAY TO DISCUSS AND PRESENT THAT INFORMATION? UM, AND, AND AS WE HEARD TODAY, A LOT OF DIFFERENT GROUPS FROM ERCOT GOT PULLED IN. SO I, I THINK I JUST WANNA THINK ABOUT IF THIS IS THE MOST PRODUCTIVE AND EFFICIENT WAY TO, TO HAVE THIS DISCUSSION AND, AND WHAT WE'RE TRYING TO ACHIEVE. 'CAUSE I THINK IT'S GOOD TO WANT TO CHANGE THOSE UPDATES, BUT I, I DON'T KNOW IF THAT'S BEST DONE IN A 45 [01:55:01] MINUTE DISCUSSION AT EVERY TAC MEETING. I THINK BU'S DONE, RIGHT. OKAY. YEAH. AND, AND CAITLIN, I, WE'D BE HAPPY TO TALK WITH YOU OFFLINE ABOUT THAT. THANKS. YEAH, I THINK MARTHA AND I WILL GET WITH, WITH YOU AND JULIE AND, AND START THAT DISCUSSION. CAITLIN, UH, IF I, IT'S BETH. YEAH. UM, IT WAS LIKE A SUGGESTION FOR, UH, AGENDA IT FOR ME. IT WOULD BE REALLY HELPFUL GIVEN THIS HUGE LARGE LOAD DISCUSSION THAT WE JUST HAD, IT, COULD WE POTENTIALLY TAKE UP THE RPG PROJECTS NEXT? BECAUSE A LOT OF THOSE ISSUES, UM, RELATE TO EACH OTHER, BUT FOR YOUR CONSIDERATION, UM, I'M FINE WITH THAT IF EVERYBODY ELSE IS FINE WITH THAT. BUT I WOULD SUGGEST MAYBE WE TAKE A 10 MINUTE BREAK BEFORE WE DO THAT. UM, AND MAYBE WE CAN, WE CAN CHECK IN WITH THE, THE ERCOT PEOPLE ON ITEMS 12 AND 13 AND MAKE SURE THAT'S OKAY WITH THEM. BUT, BUT I'M, I'M FINE IF EVERYBODY, EVERYBODY ELSE'S. SO MAYBE WE TAKE A, A 10 MINUTE BREAK AND THEN MOVE TO THE RPG PROJECTS. OKAY. LET'S, LET'S PLAN ON THAT. SO WE'LL COME BACK AT 1135 AND THEN HOPEFULLY GET THE RPG PROJECTS DONE BEFORE LUNCH. OKAY. I'M READY. OKAY. ARE WE READY TO GET STARTED? ALL RIGHT. SO WE ARE GOING TO TAKE UP, UM, AGENDA ITEM 14, THE RPG PROJECTS, AND THEN WE WILL GO BACK TO THE RTC UPDATE AND THE PROTOCOL EXEMPTION. AND THEN WE ARE GONNA TAKE THESE SLIGHTLY OUT OF ORDER TOO. WE ARE GOING TO START WITH THE EASTERN BACKBONE PROJECT. [14. ERCOT Reports (Part 1 of 2)] THANK YOU. UH, IT'S GOOD MORNING, I GUESS. GOOD MORNING. UH, PR MURCOTT. SO I'LL PRESENT THE THREE RPG PROJECTS FOR YOUR APPROVAL TODAY. UM, THE FIRST ONE IS THE AEP CPS ENCORE CENTER POINT. JOINTLY SUBMITTED 7 65 KV STEP EASTERN LOOP, UH, EASTERN BACKBONE REGIONAL PLANNING PROJECT. THIS IS THE OVERVIEW OF THE PROJECT. UH, THIS IS A JOINTLY SUBMITTED PROJECT, UH, TO ADDRESS THE 7 65 KV STEP EASTERN LOOP BACKBONE INFRASTRUCTURE, UH, THAT WAS IDENTIFIED IN THE 2024. THIS IS A TIER ONE PROJECT WITH AN ESTIMATED COST OF 9.38 BILLION, UH, WILL REQUIRE CCN. UH, THIS IS TO ADDRESS THE, UH, RELIABILITY NEEDS IDENTIFIED IN THE 2024 RTP, PRIMARILY DRIVEN BY, UH, RAPID GROWTH OF, UH, LARGE LOADS AND ELECTRIC DEMAND WITHIN THEIR CART FOOTPRINT. UM, AGAIN, THE REQUIREMENTS OF THE TIER ONE RPG PROJECTS, THIS PROJECTS FITS THE DEFINITION OF EXCEEDING A HUNDRED MILLION DOLLARS. AND THIS IS, UH, CLASSIFIED AS A TIER ONE PROJECT. UH, ERCOT SHALL PRESENT THE TIER ONE PROJECT FOR TAC FOR REVIEW AND COMMENTS. UH, ANY COMMENTS FROM T SHALL BE INCLUDED IN THE RECOMMENDATION TO THE BOARD. THE NEED FOR THE PROJECT, AGAIN, THIS IS, UH, COMING OUT OF THE 2024 RTP. UM, WHERE WE LOOKED AT THE FURTHEST YEAR WAS 2030. THE LOAD PROJECTIONS WAS ROUGHLY EXCEEDED 150 GIGAWATTS WITH APPROXIMATELY 50 GIGAWATTS OF LARGE LOAD IN THE 2024 RTP. UH, WITH THE UNPRECEDENTED LOAD GROWTH. WE STARTED DISCUSSING, UH, VARIOUS INFRASTRUCTURE ALTERNATIVES PRIMARILY TO SERVE THE HIGH VOLTAGE, UH, TRANSMISSION SYSTEM. AND, UH, WE IDENTIFIED THE 7 65 BACKBONE INFRASTRUCTURE PROJECT, UH, AS PART OF THE 2024 RTP. UM, AGAIN, AS PART OF THE 2024 RTP, UH, WE IDENTIFIED, UH, THE 7 65 STRATEGIC TRANSMISSION EXPANSION PLAN, THE STEP, UM, WHICH ADDRESSES THE NEED OR RELIABILITY NEEDS IN 2030. AND WE ALSO PERFORMED A SENSITIVITY ANALYSIS AS PART OF THE 2024 RTP. SO FROM THE BASE CASE, 150 GIGAWATTS OF LOAD, UH, WE CREATED A SENSITIVITY CASE, UM, THAT WAS ROUGHLY 20 GIGAWATTS LESS, THAT'S CUTTING THE OFFSET LOADS BY HALF. SO WITH THAT MODEL, WE ALSO, UM, IDENTIFIED THE NEED FOR THIS, UH, CORE 7 65 KV STEP PLAN. AGAIN, UH, PROJECT ALTERNATIVES PERFORM A [02:00:01] COMPREHENSIVE EVALUATION. WHEN WE DID THE 2024 RTP, UH, WHEN WE ESTABLISHED THE NEED, UH, WE LOOKED AT, UH, VARIOUS ALTERNATIVES, UM, PROJECT ENDPOINTS AND, UH, THE, THE 7 65 KV PLAN, THE THE BACK STEP PLAN, WHICH CAME OUT OF THIS AS A RESULT OF THAT ANALYSIS, LOOKING AT VARIOUS ALTERNATIVES AND, UH, ENDPOINTS, UH, FOR THE 7 65 KV SYSTEM. AND JUST, I THINK WE COVERED THIS ONE HERE. SO AS PART OF THIS RPG REVIEW, WE USED THIS, UH, 7 65 KV PLAN THAT WAS IDENTIFIED AS A 2024 AS THE NEED. UM, AND IN ADDITION TO THAT, WE ARE, WE PERFORMED OTHER ADDITIONAL ANALYSIS THAT'S NEEDED AS PART OF THE RPG EVALUATION. THE SUB SYNCHRONOUS RESONANCE ASSESSMENT IS, UH, REQUIRED AS PER THE PROTOCOL SECTION 3.2, 2.13. SO WE, I DID, WE PERFORMED THIS SSR SCREENING FOR THIS 7 65 CORE PLAN, UH, WHICH INCLUDED THIS, UH, SEVEN 60 5K KV STEP EASTERN BACKBONE PROJECT. AND WE DID NOT FIND ANY ADVERSE SSR ISSUES OR IMPACT WITH THE PLANNED AND EXISTING GENERATIONS IN THE SYSTEM. THERE ARE OTHER TWO REQUIREMENTS. UH, ONE IS THE CONGESTION ANALYSIS AND GENERATION SENSITIVITY ANALYSIS THAT'S REQUIRED BY PLANNING AID SECTION 3.1. POINT THREE. WE DID PERFORM THOSE ANALYSIS AND THOSE ANA, BASED ON THE CONGESTION ANALYSIS, WE CONCLUDE THERE WAS, UH, YOU KNOW, NO SIGNIFICANT IMPACT ON THE EXISTING CONGESTION WITH THE INTRODUCTION OF THIS 7 65 KV STEP PLAN. AND ALSO WE DID NOT FIND ANY ISSUES WITH FUTURE GENERATIONS THAT ADDED TO THIS, UM, 7 65 KV STEP PLAN. AND ALSO THERE IS A REQUIREMENT OF PERFORM A LOAD SENSITIVE ANALYSIS, UM, THAT IS DRIVEN BY PREVIOUSLY WE USED TO DO THIS, UH, YOU KNOW, LOAD SCALING FOR CREATING THE CASES. HOWEVER, STARTING IN 2024, WE ADAPTED A NEW METHODOLOGY WHERE WE DID NOT DO THIS LOAD SCALING. SO WE DID NOT SEE A NEED TO PERFORM THIS, UH, LOAD SCALING ANALYSIS AS PART OF THIS RTP ANALYSIS. I'M SORRY, RPG ANALYSIS. HERE'S THE OVERALL PROJECT SUMMARY, UH, JUST TO CAPTURE THE KEY ELEMENTS OF THE PROJECT. SO WITH THIS PROJECT, WE ARE ADDING FOUR NEW 7 65 KB SUBSTATIONS TO THE ALREADY APPROVED, UH, PERMIAN, UH, BASIN IMPORT PATH 7 68 KV PROJECTS. IN ADDITION TO THAT, WE ARE ADDING FOUR NEW SUBSTATIONS, APPROXIMATELY 1,109 MILES OF NEW 7 68 KV SINGLE CIRCUIT TRANSMISSION LINE. AND IT'LL ALSO ADD LIKE 11 NEW, 7 65, 3 48 KV STA TRANSFORMERS AT THOSE FOUR STATIONS. AND IN ADDITION TO THAT, WE ALSO NEED LIKE REACTIVE SUPPORT TO ADDRESS THIS VOLTAGE CONCERNS FOR THIS, UH, 7 65 KV UH, INFRASTRUCTURES. SO THAT INCLUDES FIVE, 300 MEGAWATTS OF BUS, BUS SHUNS, UH, SHUNT REACTORS, ROUGHLY AROUND 1500, UH, MEGAWATTS, AND ALSO SIX 300 MEGAWATT LINE. CHANCE TO CONTROL THIS, UH, YOU KNOW, SWITCHING ISSUES AND OTHER OPERATIONAL ISSUES, UM, WITH THE VOLTAGE. UM, ADDITION TO THAT, THERE ARE 43, UH, NEW 7 65 KV CIRCUIT BREAKERS AND, UH, 26 NEW 3 45 KV CIRCUIT BREAKERS THAT WILL BE ADDED TO THIS UPGRADE. THAT'S KIND OF THE HIGH LEVEL OVERVIEW OF THE PROJECT. MAYBE I'LL QUICKLY WALK THROUGH THIS. UM, SO BEFORE I COME TO THE RECOMMENDATION, MAYBE I'LL JUST SHOW YOU THE PROJECT HERE. OKAY. SO THIS GIVES YOU AN OVERVIEW OF WHAT IS RECOMMENDED, UM, VISUALIZE THIS UPGRADE. SO ALL THE THINGS IN PURPLE THE DINOSAUR TO WATERMILL, UH, MARTIN LAKE, LG, BLUE, LACEY, AND HARVARD. AND GOING BACK TO, UM, BELL EAST AND WATERLOO. THAT'S THE, THAT'S THE PORTION OF THE, THE 7 65 KV THAT'S BEING PROPOSED HERE. WITH THAT, YOU ALSO SEE THERE'S FOUR NEW SUBSTATIONS THAT'S ADDED. UH, AGAIN, THIS ADDS LIKE ROUGHLY 1100 MILES OF NEW 7 65 KV SINGLE CIRCUIT. OKAY, I'M NOT GONNA GO THROUGH ALL THE PROJECTS, ALL THE PROJECT DESCRIPTION, BUT HERE I'LL STOP TO SEE. UM, BASED ON THE ERCOT REVIEW, ERCOT WILL RECOMMEND TO THE BOARD TO ENDORSE THE SEVEN 60 VKV EASTERN BACKBONE PROJECT TO ADDRESS THE STATEWIDE HIGH VOLTAGE RELIABILITY NEED IDENTIFIED IN THE 2024 RTP. AND TO MEET THIS RAPID, UH, LOAD GROWTH AND THE EXPECTED IN-SERVICE DATE FOR THIS, UH, UPGRADES. THESE UPGRADES ARE ANYWHERE BETWEEN 2030 AND 2032 TIMEFRAME, AND THE ESTIMATED [02:05:01] CAPITAL COST IS $9.384 BILLION. SO I'LL PAUSE TO SEE IF THERE ARE QUESTIONS. DO YOU WANNA TAKE SOME QUESTIONS? WE'LL GO TO BETH AND THEN JOHN. SO THANK YOU VU, AND, AND I ESPECIALLY APPRECIATE THE, UH, SINGLE PAGE SUMMARY OF EVERYTHING THAT'S BEING BUILT. I, I THINK I, I THINK THIS THIS PROJECT, UM, FALLS INTO THE CATEGORY OF JUST A REALLY BIG ASS PROJECT. , UM, , IT'S REALLY BIG. THAT'S A, UH, IT'S BIG. IT HAS THE POTENTIAL TO BE VERY, UM, UH, IMPACTFUL. UM, AND, AND I WILL SAY PUBLICLY, I, I, I APPRECIATED THE, THE FOUR INVOLVED TSPS GATHERING THIS WEEK AND PROVIDING ME AND, AND OPEC STAFF WITH SOME MORE IN DETAILED, UM, UH, BACKGROUND AND, AND, AND KNOWLEDGE ABOUT THIS PROJECT. I DO HAVE A COUPLE OF QUESTIONS AND I WOULD HOPE THAT, YOU KNOW, WE SPENT 20 MINUTES ARGUING ABOUT THE LOAD FORECAST, UM, BUT WE'RE GETTING READY TO ENDORSE A $9.3 BILLION PROJECT HERE. SO I WOULD HOPE THAT WE'D HAVE A LITTLE BIT MORE THAN JUST, YOU KNOW, ME TALKING. I HOPE THAT WE WOULD, WE WOULD, UH, AS THIS TECHNICAL ADVISORY COMMITTEE HAVE AT LEAST A LITTLE BIT OF RIGOR AROUND WHAT THINGS HAVE BEEN EVALUATED AS PART OF THIS PROJECT RECOMMENDATION. ALL WITH ALL THAT INTRO, UM, I'D LIKE TO ASK A LITTLE BIT ABOUT THE LOAD FORECAST. UM, THIS PROJECT CAME OUT OF, RIGHT, THE 2024 REGIONAL TRANSMISSION PLANNING PROCESS THAT HAD ONE SET OF LOAD FORECAST ASSUMPTIONS. THEN WE ARE CURRENTLY UNDER WHAT I WOULD DESCRIBE AS THE GOOD CAUSE EXEMPTION, UH, LOAD FORECAST NUMBER. SO PROBABLY, CAN YOU GIVE ME JUST THE, THE WALKING AROUND UNDERSTANDING OF HOW DO THOSE TWO NUMBERS RELATE? YEAH, CERTAINLY. UM, SO THERE ARE DIFFERENT YEARS STUDIED. SO 2024 RTP, THE FURTHEST YEAR IS 2030. SO THE FORECAST FOR THAT YEAR WAS, LIKE I SHOWED IN MY PREVIOUS SLIDE, IS 150 GIGAWATTS. THAT'S THE TOTAL LOAD THAT WAS STUDIED IN THE 2024 RTP FOR THE FURTHER OUT YEAR IS 2030. SO THAT YEAR WE DID NOT DO THIS, YOU KNOW, THE, THE GOOD CAUSE EXEMPTION, WE ADDED OFFICER LETTER LOADS, UM, TO OUR CASE. AND THIS YEAR, LIKE RIGHTFULLY, YOU POINTED THE 2025, IT'S A DIFFERENT METHODOLOGY. WE USE THIS, UH, EXEMPTION LOAD, UH, THAT, THAT WE OBTAINED FROM THE PUC. SO THAT ONE, WE ARE LOOKING AT THE 2025 RTP WE'RE LOOKING, THE FURTHEST YEAR IS 2031 AND THE LOAD IS 159 GIGAWATTS, I THINK TOTAL, UH, SYSTEM LOAD. BUT YOU'RE RIGHT, WE DID, WE DID MAKE ADJUSTMENTS TO THOSE, UM, THOSE, THOSE LOAD LOAD ARE THE OFFICER LEVEL LOADS IN THE 2025. SO GOING BACK TO MY COMMENT EARLIER, YES, UH, 2024 WE DID THIS ANALYSIS. FIRST TIME WE IDENTIFIED THE NEED FOR EHB INFRASTRUCTURE. THAT TIME THE, THEN WE HAD THIS QUESTION ABOUT HOW REAL THIS LOAD IS. THAT'S, THAT'S WHAT PROMPTED US TO DO THE SENSITIVITY ANALYSIS WHERE WE BACKED HALF HALF OF THOSE OFFICE LEVEL LOADS, WHICH WHERE WE ENDED UP AROUND LIKE 130 GIGAWATTS. AND WE USED THAT CASE TO SEE, YOU KNOW, WHAT IS THE NEED. AND IT CONFIRMED THAT STILL WE NEED THIS, YOU KNOW, THE CORE 7 65 KB MADE SENSE. UM, THIS YEAR WE'RE DOING THE SAME, UH, LAST RPG MEETING, WE DID PRESENT THE INITIAL RISK INITIAL FINDINGS FROM, UM, THE 2025 RTP PLAN. AND WE DO STILL SEE WHAT THIS DIFFERENT OR NOT DIFFERENT, LIKE THE 2020, UH, FIVE LOAD PROJECTIONS. WE DO STILL SEE THE NEED FOR THE, THE STEP PLAN 7 65 STEP PLAN. AND AS PART OF THE 2025 RTP, WE ARE ALSO LOOKING AT A SENSITIVITY WHERE WE ARE LIKE REMOVING THOSE OFFICER LETTERS. SO WHAT THAT BROUGHT IS THAT, THAT AGAIN BRINGS THE LOAD FROM 159 GIGAWATTS TO ROUGHLY AROUND 130 GIGAWATTS FOR THE SENSITIVITY CASE. SO WE'RE SEEING THE NEED IN ALL THOSE CASES, EVEN THOUGH RTP 2025 RTB IS NOT FINAL. UM, I JUST WANTED TO HIGHLIGHT THAT WE PRESENT SOME PRELIMINARY RESULTS, WHICH KIND OF SHOWS THE SAME THING, WHAT WE IDENTIFIED IN 2024 RTP, THAT THAT, THAT'S VERY HELPFUL AND I APPRECIATE YOU GOING THROUGH ALL OF THAT AND HOPEFULLY THAT, YOU KNOW, 'CAUSE WHAT'S THE RISK? THE RISK IS, WELL WE THINK THE LOAD'S GONNA BE HERE AND THEN IT DOESN'T MATERIALIZE. I THINK AT LEAST WE HAVE SOME INDICATIONS THAT EVEN IF EVERYTHING DOESN'T MATERIALIZE, THERE'S STILL VALUE IN THIS REALLY BIG AS PLAN, OVERALL PLAN OF WHICH THIS PROJECT IS, IS PART OF, [02:10:01] UM, THE ONE ASPECT OF THE ONE UNCERTAINTY THAT STILL REMAINS, I THINK ON THE LOAD SIDE, AGAIN, CORRECT OR OR CONFIRM IF YOU WILL, UH, THE LOCATIONS OF LOADS ARE, ARE, YOU KNOW, IT'S ONE THING TO TALK ABOUT OF, YOU KNOW, A PEAK DEMAND NUMBER, BUT CERTAINLY WHEN YOU'RE TALKING ABOUT BUILDING TRANSMISSION, WHERE THE LOAD IS, IS AS, IS, IS A KEY CONTRIBUTOR TO THAT AS WELL. AND SO THERE'S STILL SOME UNCERTAINTY FROM THAT PERSPECTIVE. WOULD YOU, WOULD YOU AGREE WITH MY SENSE OF THAT? YES, THERE, THERE IS LIKE A YEAH, I, I AGREE TO THAT, BUT I THINK FROM THE 7 65 KV PLAN, THE STEP PLAN, THE WAY WE DESIGNED IT IS 7 65 IS NOT GONNA ADDRESS THOSE ISSUES. WHAT YOU'RE TALKING ABOUT THE WORLD, THE LOAD IS GOING TO, THIS IS MORE INFRASTRUCTURE NEED THAT'S NEEDED TO SUPPORT ALL THIS LOAD GROWTH. UM, SO STILL, AS WE, AS WE, YOU KNOW, KIND OF CONCLUDED IN OUR PLAN IN 2024 AND 20 25, 7 65 IS PART OF THIS BROADER TRANSMISSION UPGRADE OR SYSTEM UPGRADES NEEDED TO SERVE THIS, ALL THIS LOADS. AND OF COURSE THE 3 45 KV AND THE UNDERLYING, YOU KNOW, UPGRADES THAT NEEDS TO HAPPEN AS PART OF THE 7 65 IS GOING TO ADDRESS THOSE CONCERNS ON WHERE THE LOAD IS GONNA MATERIALIZE. OKAY. ALRIGHT. I, I'M, I AM, UH, YOU KNOW, I'M REPRESENTATIVE OF RESIDENTIAL CONSUMERS REP TRYING TO REPRESENT THEIR INTERESTS. THERE'S, BUT EVEN FROM THAT PERSPECTIVE, UM, TRANSMISSION IS THE GREAT EQUALIZER. TRANSMISSION BRINGS THE LOWEST COST GENERATION TO THE MOST PEOPLE. AND, UM, AND, AND FROM THAT PERSPECTIVE AND THE RIGOR THAT HAS GONE INTO THE, THE PLAN SO FAR, UM, I, FROM MY PERSPECTIVE, I'M, I'M SUPPORTIVE OF THIS PLAN BECAUSE IT'S SUCH A BIG ASS PLAN. I WOULD LIKE IT NOT TO BE ON THE COMBO BALLOT BALLOT IF WE COULD HAVE AN INDIVIDUAL VOTE ON THIS. I, I, OKAY. YOU KNOW, I WANNA MAKE SURE THAT EVERYBODY HAS TO SAY, YES, THIS IS AN IMPORTANT THING AND, AND HAVE YOUR VOTE REGISTERED. SO IF I COULD REQUEST THAT, THAT'S WHAT I WOULD REQUEST. CAN I, OKAY. I'LL MAKE ONE MORE COMMENT. GO, GO AHEAD. YEAH, GO AHEAD. SO JUST, I KNOW, I KNOW WE ARE FOCUSING MORE ON LOAD HERE, BUT IF WE, ONE, WE PRESENTED THIS STEP PLAN AND, UH, JUST OUR, LIKE WHEN WE WERE PURSUING THIS IMPORT PROJECTS FOR THE PERMIAN, WE LAID OUT ALL THE OTHER BENEFITS AND UNCERTAINTY SURROUNDING THE PLANNING, INCLUDING THE, SOME OF THE THINGS YOU HIGHLIGHTED, UNCERTAINTY, AND WHERE THE GENERATION IS GOING TO, YOU KNOW, MATERIALIZE. AND, UH, WE DID IDENTIFY OTHER BENEFITS OF 7 65 KV, WHICH IS WELL DOCUMENTED. YOU CAN LOOK AT A STEP PLAN, UH, REDUCING SYSTEM LOSSES, IMPROVING TRANSFER CAPABILITY, AND PROVIDING THIS OVERALL RELIABILITY BENEFITS, OTHER BENEFITS, UH, TOO. SO, UH, I, I JUST WANNA BRING THAT FOR PEOPLE WHO MIGHT HAVE NOT FOLLOWED THOSE DISCUSSIONS. OKAY. THANK YOU. THANK YOU. BETH. WAS THAT A MOTION? YES, I WOULD MAKE, YES, YES, I WILL. NO, I DON'T WANNA MAKE THE MOTION. OKAY. YOU DON'T HAVE TO MAKE THE MOTION. WE CAN KEEP, I WOULD LIKE, WE HAVE COMMENTS IN THE QUEUE ANYWAYS. I JUST WANTED TO MAKE SURE THAT WAS NOT A MOTION, BUT I'M DONE TALKING AT THE, AT THIS POINT. OKAY. I'LL, RICHARD I'LL LET YOU MAKE THE MOTION, BUT WE'LL CONTINUE TO TAKE THE QUEUE. SO WE HAVE A MOTION AND THEN A SECOND FROM BOB HILTON. AND THIS IS ONE WHERE WE ARE NOT REQUIRED TO VOTE, BUT WE CAN, AND I THINK SHOULD BECAUSE IT'S A BIG ASS PLAN. SO, UM, SO WE, OUR ENDORSEMENT GOES TO THE BOARD. LET'S GO BACK TO THE QUEUE, TO JOHN PACKARD, UH, JOHN PACKARD. IT'S SOUTH TEXAS ELECTRIC CO-OP. SO, UH, ACKNOWLEDGE THE, THE TECHNICAL UNCERTAINTIES ASSOCIATED WITH THE LOAD, UH, FORECAST AND, UH, SOME OF THE SENSITIVITY ANALYSIS THAT HAVE BEEN RUN. BUT I THINK WHEN WE LOOKED AT THIS PROJECT, ONE OF THE THINGS THAT, UH, THAT WE'RE CONCERNED ABOUT IS, IS MAYBE, UH, ON THE POLICY SIDE AND SOME OF THE CURRENT INITIATIVES THAT HAVE THE POTENTIAL TO AFFECT, UH, THIS DECISION, NAMELY, UH, PROJECTS INVOLVING, UH, LARGE LOAD INTERCONNECTION, UM, AND ALSO, UM, TRANSMISSION COST ALLOCATION. I THINK THOSE ARE IMPORTANT INITIATIVES THAT ARE GOING ON, ON THE POLICY SIDE THAT, UH, YOU KNOW, MAY IMPACT THIS, UH, DECISION MAKING PROCESS. AND I THINK, UH, THE SPEED AT WHICH THIS HAS GONE THROUGH IS REALLY UNPRECEDENTED IN TERMS OF THE, THE SCALE OF THE PROJECT AND NOT HAVING EITHER A LEGISLATIVE OR A PUC MANDATE, UH, ASSOCIATED WITH THE PROJECT. [02:15:02] I THINK, UH, YOU KNOW, IT MAKES SENSE TO ME TO MAKE SURE THAT, UH, YOU KNOW, THOSE BODIES ARE GIVEN OPPORTUNITIES TO WEIGH IN ON THE SCOPE AND TIMING OF THE PROJECT. UM, AND, AND ALSO THAT WE ARE ABLE TO FINISH, UH, SOME OF THESE, UH, POLICY INITIATIVES, UH, THAT HAVE THE POTENTIAL TO MATERIALLY IMPACT THE NEED FOR THIS, NOT DISPUTING, UM, YOU KNOW, THE ANALYSIS THAT'S BEEN RUN OR THE EVENTUAL NEED FOR IT, BUT, UH, DON'T NECESSARILY AGREE WITH THE, THE TIMEFRAME THAT THIS IS, IS BEING USHERED THROUGH WITH, UM, YOU KNOW, SUBMISSION OF THE PLAN IN, IN JULY AND, AND A, A PRETTY SPEEDY APPROVAL, UM, FOUR MONTHS LATER. SO I, I THINK IT MAKES SENSE TO, UH, MAKE SURE THERE AREN'T OTHER ALTERNATIVES THAT MAKE MORE SENSE IN LIGHT OF THE UNCERTAINTY ASSOCIATED WITH THE LOAD FORECAST AND THE POTENTIAL IMPACTS OF SOME OF THOSE POLICY INITIATIVES AT, AT THE PUC. SO WE WANTED TO MAKE THOSE COMMENTS AND, AND EXPRESS OUR CONCERN THAT, THAT THIS, UM, YOU KNOW, LOOKING AT OTHER MAJOR INVESTMENTS THAT HAVE INCUR OCCURRED, THIS IS CERTAINLY UP THERE AT THE TOP AND LOOKING AT, UH, CREZ AND THE PERMIAN BUILD OUT AND THE PROCESSES, UH, THAT WERE ASSOCIATED WITH THOSE, THIS IS THE ONLY ONE THAT I'M AWARE OF THAT HAS, UH, YOU KNOW, GONE THROUGH, UH, JUST THE RPG STAKEHOLDER PROCESS WITHOUT, UM, YOU KNOW, MAYBE A MORE INCLUSIVE OR, UH, YOU KNOW, POLICY MAKER KIND OF, UH, DRIVEN PROCESS. UH, SO I, I THINK THERE'S OPPORTUNITIES TO, UH, DISCUSS, YOU KNOW, UH, OTHER, UH, YOU KNOW, OTHER SCHEDULES FOR THIS DECISION WITHOUT REALLY IMPACTING THE END GOAL. I THINK A LOT OF THIS LOAD THAT'S FORECAST TO HIT, UH, LOOKING AT THE PRIOR PRESENTATION IS WELL AHEAD OF THE 2030 TIMEFRAME. THIS PROJECT DOESN'T, UH, YOU KNOW, HIT, UH, HIT ERCOT UNTIL, YOU KNOW, 2030 TO 2032. SO THERE'S OTHER PROJECTS THAT ARE, ARE GONNA BE CARRYING SOME OF THIS LARGE LOAD IN THE MEANTIME. SO I THINK IT, IT ONLY MAKES SENSE TO TAKE MAYBE A MORE MEASURED, UH, APPROACH INCORPORATE SOME OF THESE, UH, POLICY INITIATIVES, YOU KNOW, LIKE THE LARGE LOAD INTERCONNECTION THAT, YOU KNOW, COULD RESULT IN, YOU KNOW, SOME OF THE LOAD THAT'S FORECAST TO OCCUR NOW TO, YOU KNOW, TO, TO DROP OUT THEORETICALLY AND JUST WOULDN'T WANT TO SEE, UH, YOU KNOW, POTENTIAL FOR STRANDED INVESTMENT, UH, WITH THIS PROJECT, OR, OR EVEN, UH, I MEAN, THE COMMENT ON SLIDE FOUR THAT, YOU KNOW, ASSOCIATED WITH THE SENSITIVITIES RUN BY ERCOT THAT SHOWED MAJOR PORTIONS OF THE 7 65 CORE PLAN WOULD STILL BE NEEDED UNDER THAT LOWER LOAD SENSITIVITY. UM, WHEN YOU'RE TALKING ABOUT A $9.4 BILLION PROJECT, UM, EVEN, YOU KNOW, THAT IMPLIES THAT CERTAIN PORTIONS OF THAT, UH, 7 65 PLAN MAY NOT BE NEEDED UNDER THAT, UH, LOWER SENSITIVITY. AND I THINK, YOU KNOW, NOT KNOWING WHAT THAT IS, UH, THE PORTION THAT'S STILL NEEDED VERSUS NOT IN THAT LOWER SENSITIVITY, YOU KNOW, IS THAT, UH, YOU KNOW, FIVE GIGAWATTS, YOU KNOW, OR FIVE, UH, YOU KNOW, $5 BILLION WORTH OF INVESTMENT THAT'S STILL NEEDED. SEVEN, YOU KNOW, THE, THE SCALE OF THESE NUMBERS, I THINK WARRANTS, UH, A LITTLE BIT DEEPER DIVE INTO THESE AND, AND SOLICITING INPUT FROM PEC AND POTENTIALLY THE LEGISLATURE BEFORE, UM, YOU KNOW, BEFORE PUSHING A PROJECT OF THIS MAGNITUDE THROUGH. THANK YOU. OKAY. THANK YOU. JOHN CLAYTON GREER, DID YOU WANNA ADD SOMETHING TO YOUR COMMENT IN THE CHAT? WELL, NO, I, I JUST WANTED TO MENTION, UH, THERE WAS THE CONCERN THAT THE, YOU WANNA TRY TO GET THE, THE LOADS SERVED WITH THE, WITH THE TRANSMISSION, WHICH IS GREAT, BUT IN THE CASE OF THE LARGE LOADS, IT'S NOT LIKE TRYING TO GET IT TO, YOU KNOW, A MAJOR METROPOLITAN AREA. THEY'RE, THEY'RE JUST FOLLOWING THE TRANSMISSION WHEREVER IT'S GOING. RIGHT NOW, THERE ARE CLUSTERS IN SOUTH DALLAS AND CENTRAL, UH, CENTRAL TEXAS AROUND THE HU AREA, BUT, UM, AS FAR AS A LOT OF THE NEW AI [02:20:01] COMPUTE, IT'S, THEY'RE JUST TRYING TO FIND CAPACITY. YOU KNOW, THEY BASICALLY CARPET BOMB, THE WHOLE, UH, ERCOT REGION AND WHEREVER TRANSMISSION IS SHOWING UP, THAT'S WHERE THEY'RE, THEY'RE ABLE TO BUILD. SO, UM, AS FAR AS THE TRANSMISSION TRANSMISSION BEING USED AND USEFUL, UM, RIGHT NOW AND, AND FOR THE NEXT FIVE YEARS, THAT'S, THAT'S NOT THE PLACE THAT WE'RE IN. ANYTHING THAT YOU GET BUILT, EVEN IF SOMEBODY DOESN'T SHOW UP, SOMEBODY ELSE IS RIGHT BEHIND THEM. SO THAT'S, THAT SHOULDN'T BE A WORRY RIGHT NOW. UM, IT MAY BE A WORRY IN, YOU KNOW, EIGHT TO 10 YEARS AND YOU DEFINITELY NEED TO MONITOR THAT AND NOT, UM, JUST, YOU KNOW, THERE, THERE WILL BE A TIME WHENEVER YOU NEED TO SCRUTINIZE THESE FAIRLY HEAVILY, BUT NOW IS NOT THE CASE. WHATEVER YOU BUILD'S GONNA GET USED. THANKS. OKAY. HE KIND OF TRAILED OFF. LET'S GO TO BRIAN SAMS. HEY, BU, THANKS FOR THE PRESENTATION. UM, SO THIS SET OF 7 65 IS DIFFERENT THAN THE, UH, PERMIAN 7 65. AND FOR THAT, I RECALL THE COMMISSION HAVING SOME REQUIREMENTS AROUND, UM, UH, CONSTRUCTION JUST TO, TO ENSURE THAT, UM, THE ESTIMATED CAPITAL COSTS WAS TRACKED. UH, ARE THERE GONNA BE THE SAME SIMILAR TYPES OF, OF REPORTING REQUIREMENTS FOR THIS, UM, AS THERE ARE FOR THE PERMIAN? YEAH, I'M, THIS IS A, THIS IS A QUESTION FOR THE, FOR STAFF FOR SOMEBODY TO ANSWER, BUT I THINK, UM, YOU KNOW, FOR THIS POINT WE TREAT THIS AS ANY OTHER RPG PROJECTS. WE, YOU KNOW, I THINK THERE IS SOME REQUIREMENTS IF THERE IS THE ESTIMATES OR CHANGE THERE, I BELIEVE THE TSPS HAVE THE OBLIGATION TO, YOU KNOW, SUBMIT, SUBMIT THOSE INFORMATION TO ERCOT AND, OKAY. UM, THE COMMISSION, I GUESS, SO EARLIER TODAY, UH, I HEARD MARK DRIVE SAY THAT THE TOTAL AMOUNT OF TRANSMISSION THAT'S IN THE QUEUE IS ABOUT $40 BILLION. AND I WASN'T SURE WHERE THAT M NUMBER CAME FROM, AND IT WAS JUST AN ESTIMATE. I PERSONALLY USED THE, THE, UH, TIP, IT IS A, A INDEX FOR, UM, THE AMOUNT THAT'S IN THE QUEUE, AND NONE OF THESE SEVEN 60 FIVES ARE IN THE TIPT. SO MY REQUEST WOULD BE THAT WE UPDATE THE TIPT PROCESS TO ALSO INCLUDE 7 65, SO THAT WHEN THE, UM, THE SYSTEM PLANNING REPORT COMES OUT TO ROSS, WE HAVE A BETTER GAUGE OF THE TOTAL COST. UM, AND I KNOW THAT'S A SEPARATE COMMENT REALLY FROM WHAT YOU'RE ASKING FOR, FOR THE RECOMMENDATION, BUT I, I JUST, I THINK IT WOULD BE HELPFUL. THANK YOU. ABSOLUTELY. SO ONCE THOSE PROJECTS ARE APPROVED, THERE, THERE ARE, THEY'LL MAKE IT INTO THE TBIT AND, UM, EVEN THE RRP G PROJECTS THAT'S PROPOSED IN THE R-T-P-R-T-P ARE ADDED TO THE TBIT THAT'S, UH, POTENTIAL FUTURE PROJECTS. YEAH. UH, NOT CURRENTLY. YEAH. OKAY. OKAY. MARTHA OFFERED TO ANSWER YOUR FIRST QUESTION, BRIAN. YEAH, THANK YOU. MARTHA ANDON FROM ENCORE, I WOULD JUST ADD, WE WILL OBVIOUSLY PERFORM ANY SORT OF ADDITIONAL COST REPORTING THAT THE COMMISSION MIGHT REQUIRE FOR THIS AT A LATER POINT IN TIME, BUT WE DO REPORT, UM, CAPITAL COSTS FOR TRANSMISSION PROJECTS THROUGH THE MONTHLY CONSTRUCTION PROGRESS REPORT AT THE COMMISSION. THESE WILL DEFINITELY BE SUBJECT TO THAT REPORTING OBLIGATION. SO IN ADDITION TO THE TIPT TRACKER, ONCE THE PROJECTS GET ENTERED THERE, YOU CAN ALSO FOLLOW COSTS PUBLICLY AT A MINIMUM MONTH THROUGH THE MONTHLY CONSTRUCTION PROGRESS REPORT, WHICH I KNOW YOU'RE VERY FAMILIAR WITH. SO I JUST WANTED TO ADD THAT DETAIL. THANKS. THANK YOU. OKAY, LET'S GO TO RICHARD ROSS. THANK YOU. I'LL TRY NOT TO, I'LL BE QUICK AND NOT REPEAT THINGS. UM, YOU KNOW, UH, UH, BETH AND JOHN, YOU KNOW, I DO AGREE WITH YOUR CONCERNS ABOUT, UH, SHIFTING COST OR THE COST BURDEN IT'S GONNA PLACE ON OTHER CONSUMERS IN THE REGION. WE'VE, WE'VE GOT THE, WE SHARE THOSE CONCERNS, NOT JUST ERCOT, BUT UH, ACROSS THE COUNTRY. UH, A E BEEN VERY AGGRESSIVE, UH, IN OTHER JURISDICTIONS TRYING TO MAKE SURE THAT ALL CONNECTED LOAD, UH, THAT UTILIZES AND RELIES UPON THE TRANSMISSION SYSTEM ENJOYS THE PRIVILEGE OF PAYING FOR THE TRANSMISSION SYSTEM. AND SO, UH, WE DE MOST DEFINITELY SHARE YOUR CONCERNS. UH, WE REALIZE IT IS A VERY, VERY LARGE PROJECT. UM, OBVIOUSLY THOSE THAT HAVE BROUGHT THE RPG FORWARD, INCLUDING A EP, FEEL LIKE IT'S A VERY NECESSARY PROJECT. AND AS, UH, CLAYTON COMMENTED, YOU KNOW, THE LOADS WE'RE NOT IN THE SITUATION WHERE, UH, WE'VE GOT A, A BIG PROJECT AND A LOAD THAT'S MIGHT NOT SHOW UP, AND SUDDENLY, UH, WE BUILT SOMETHING WE DIDN'T NEED BECAUSE WE'VE GOT LOADS [02:25:01] ON, LOADS BEHIND LOADS, UH, WAITING TO GET THIS STUFF DONE. AND, AND WE ARE, YOU KNOW, DESPITE SOME OF THE COMMENTS IN OUR EARLIER DISCUSSION, UH, I CAN TELL YOU MY FOLKS HAVE, HAVE CONFIRMED FOR ME THAT MO WE MOST DEFINITELY HAVE LOADS THAT ARE WANTING TO CONNECT, BUT BEING PUT OFF OR RATIONED BECAUSE WE'RE WAITING ON NEEDING TO GET OTHER THINGS, UH, CONSTRUCTED. UM, AND SO, UH, YOU KNOW, AS, AS YOU HAD ALREADY, I'M VERY GLAD TO HEAR THAT THAT WAS A, A GOOD MEETING THAT Y'ALL HAD. UH, WE'RE HAPPY TO HAVE THOSE MEETINGS. OBVIOUSLY, I AGREE WITH, UH, MARTHA, THAT, YOU KNOW, WE'RE GONNA BE, UH, PERFORMING AND REPORTING, UH, WHATEVER IT IS THE COMMISSION REQUIRES ON THESE PROJECTS AS THEY MOVE FORWARD, BECAUSE WE DO RECOGNIZE THE, THE SIGNIFICANCE, UH, BUT WE ALSO RECOGNIZE THAT, UM, YOU KNOW, IT'S, UH, IF, IF, IF I DON'T GET IN TROUBLE FOR RE WELL, HOPEFULLY YOU GO, I WON'T GET IN TROUBLE. BUT THIS BEING, UH, MAYBE MY LAST TACK MEETING FOR A WHILE, UM, YOU KNOW, WHILE IT MAY BE A REALLY BIG ASS PROJECT, BETH, THERE IS A REALLY BIG ASS NEED. SO, UM, WE WOULD APPRECIATE Y'ALL'S SUPPORT AS WE, UH, HAVE THE VOTE ON THIS. THANK YOU. OKAY, NEXT IN THE QUEUE IS BILL BARNES. THANKS. YEAH, AS MANY OF YOU'RE AWARE, MY COMPANY HAS LONG BEEN A SKEPTIC OF LOAD FORECAST USING TRANSMISSION PLANNING, CAN SEE THE HOUSTON IMPORT PROJECT FOR THAT HISTORY. UM, BUT WE, WE DO SEE THE NEED FOR THIS, GIVEN THE INTEREST FROM CUSTOMERS THAT WE ARE TALKING TO THAT ARE SEEKING ELECTRIC SERVICE. UM, AND SO I DO THINK IT'S UNFORTUNATE THAT WE DON'T HAVE, UH, MORE OF A CLEAR PICTURE OF WHAT THE LOAD FORECAST IS, AND THAT THAT'S PARTLY DUE TO KIND OF WHERE WE SIT IN THE MARKET. UM, WE, WE DO HAVE CONCERNS WITH THE CURRENT LOAD FORECAST NOW, BUT WE KNOW THAT THAT'S GONNA GET CLEANED UP. BUT I'M GONNA ECHO SOME OF THE POINTS THAT CLAYTON MADE. WHAT WE DO SEE AND UNDERSTAND IS, UH, THERE ARE LOADS LINED UP TO TAKE SERVICE. SO WE BELIEVE THAT THE NEED IS REAL. TO ECHO BETH'S CONCERNS, WE DO SHARE THOSE SAME CONCERNS ON THE BURDEN OF THIS $9.38 BILLION AND MUCH MORE THAT'S COMING, AND WHO PAYS FOR THAT? SO I WOULD SHARE BEST CONCERNS, BUT I WOULD DIRECT THE, UM, THE RESOLUTION OF THOSE CONCERNS MORE TOWARDS THE TRANSMISSION COST ALLOCATION, UH, PROJECT THAT IS OPEN AT THE COMMISSION AND HOW WE MODIFY FOUR CP. THAT TO US, IS A MUCH BIGGER PROBLEM THAN WHETHER THESE TRANSMISSION PROJECTS ARE NEEDED OR NOT. WE BELIEVE THEY ARE. SO I HOPE ALL STAKEHOLDERS FOCUS THEIR ATTENTION OVER TO THE COMMISSION AND HELP US REDESIGN A TRANSMISSION COST ALLOCATION MECHANISM THAT WORKS FOR ALL CUSTOMER CLASSES, NOT JUST THE BIG ONES. THANKS. OKAY, THANKS BILL. LET'S GO TO SHANE. THANK YOU CAITLYN. UH, SHANE, THOMAS SHELL. UM, MOST LASTLY, I GUESS WE'VE BEEN SUPPORTIVE OF THE TO 7 65 PLAN. WE THINK IT'S THE RIGHT WAY, UH, FOR US TO BE GOING AT THIS TIME. AND THEN ALSO MAYBE TO ECHO WHAT, WHAT CLAYTON IS, WAS SAYING THAT THE STATE WE'RE IN RIGHT NOW, THERE IS A BIT OF, IF YOU BUILD IT, THEY WILL COME, I THINK. BUT LOOKING AT THE, THE PROCESS AROUND THIS WHERE, YOU KNOW, THESE LOADS ARE BEING, OR THESE LOADS, THESE LINES ARE BEING PUT IN, ARE SHOWING AS NEED BY A STUDY THAT EVERYONE IS PRETTY CERTAIN IS TOO HIGH AT A LOW LEVEL, AND THEN THE SENSITIVITY ANALYSIS, UH, I THINK IT BECOMES EVEN MORE IMPORTANT. AND I DO HAVE A QUESTION AS IF, IF A LO IF A PROJECT IS IN THE BASE CASE, UH, BUT DOESN'T SHOW A NEED IN THE SENSITIVITY ANALYSIS OR ONE OF THE SENSITIVITY ANALYSIS IS SI DO THEY, UH, DO THEY GET AFFORDED ALL THE SAME CONSIDERATION? LIKE THEY GET TO SKIP THE KIND OF A LOT OF THE NORMAL PROCESS, THE WAY THAT THOSE, AS FAR AS THE EARNEST TO SHOW THE NEED FOR THE PROJECT? YEAH, I, I GUESS THE, THE, THE WAY WE DO R TP IS, OR, OR RTP AND RPG IS TYPICALLY WE, WE DO STUDIES FOR THE FORECASTED LOAD, BUT ONE, WE WERE TRYING TO LIKE ADDRESS VARIOUS QUESTIONS AS WE MOVE ALONG THE PROCESS. LAST YEAR, UH, WE SAW A NEED TO LOOK AT VARIATIONS OF THAT. SO I THINK PRIMARY DRIVER IS BASED ON LIKE THE PROJECTED LOAD, WHICH IS OUR BASIS. BUT THE SENSITIVITY CASE GIVES YOU AN IDEA OF LIKE, IF YOU DEVIATE FROM THOSE LOADS, DO WE SEE THE NEED? AND THAT WAS CONFIRMED IN THIS PROJECT, BUT TYPICALLY WE DON'T DO THIS, UM, YOU KNOW, SENSITIVITY STUDIES, BUT THIS IS, THIS IS UNIQUE BECAUSE OF THE LARGE LOAD THAT WAS ADDED IN 20 24, 20 25 CYCLE. [02:30:01] AND SO I GUESS, SO THEY'RE NOT THERE, THERE'S NO DIFFERENTIATION, DIFFERENTIATION BETWEEN THOSE PROJECTS WHEN IT COMES TO HOW THEY'RE HANDLED AT AT RPG, WHETHER OR NOT THEY WERE ON THE SENSITIVITY ANALYSIS AS WELL. IN THIS CASE HERE, IT'S, IT'S JUST TO SHOW THE SENSITIVITY SHOWS, YOU KNOW, THE VARIATIONS IN LOAD IS NOT PURELY DRIVING THIS PROJECT. SO LIKE, THAT'S, THAT'S THE WAY I WOULD PUT IT. RIGHT. SO THE, THE VARIATIONS THAT WE LOOKED AT, BECAUSE WHEN WE LOOKED AT THE 7 65 AS A WHOLE, WE OBVIOUSLY, WE HIGHLIGHTED A LOT OF OTHER THINGS THAT'S DRIVING THAT, RIGHT? SO SOME OF THE OPERATIONAL CHALLENGES AND, UM, YOU KNOW, THAT JUST GENERALLY THE NEED FOR LIKE, YOU KNOW, ACCOMMODATING ALL THOSE VARIATIONS AND GENERATIONS THAT'S ASSOCIATED WITH THIS, UH, LOAD GROWTH. SO THAT ALL THOSE THINGS WERE DISCUSSED AS PART OF THAT, UH, YOU KNOW, THE, THE COMPARISON DOCUMENT AND THE STUDIES WE, WE FILED WITH THE, WITH THE STAKEHOLDERS IN THE COMMISSION. SO I, I GUESS THAT'S, THAT'S WHERE I WANTED TO POINT OUT, LIKE, YOU KNOW, IT'S, UH, IT'S PARTLY DRIVEN BY THE LOAD, BUT IT'S ALSO LIKE ADDRESSING SO MANY OTHER THINGS IN TERMS OF THE SYSTEM NEED, UM, AS WE GROW OUR SYSTEM AND ACCOMMODATE MORE LOAD AND GENERATION AS WE MOVE FORWARD. YEAH. SO I, I REMEMBER THE DISCUSSION AT, AT RPG WHEN THEY, WHEN THE CASES CAME OUT ABOUT THE PERMIAN BASIN PROJECTS BEING UNAFFECTED, LIKE THE, THE CORE PLAN BEING UNAFFECTED BY THE SENSITIVITY ANALYSIS. UM, AND WHEN I WAS, YOU KNOW, REVIEWING THAT I TOOK THIS KIND OF STEP PLAN AS YOU KNOW, ONE NOT DIRECTED BY THE COMMISSION DIRECTLY, AND I KIND OF HAD A LATER TIMELINE FOR IT IN MY MIND, UM, WHICH IS, UM, OBVIOUSLY INCORRECT THE WAY IT'S GOING THROUGH HERE. BUT, UM, CAN YOU, UH, CAN YOU CONFIRM THAT ALL OUR, THIS EASTERN STEP INTERCONNECTION PROJECT WAS INCLUDED IN THAT SENSITIVITY ANALYSIS OR NOT? UM, YES, I CAN CONFIRM THE, THE SENSITIVITY ANALYSIS SHOWED THE PROJECT, THE STEP PLAN AS WE PRESENTED AND IT'S REPRESENTED IN THIS PROJECT IS, UH, INCLUDED IN THE SENSITIVITY ANALYSIS AND WE DO SEE A NEED FOR THAT. OKAY. YEP. SO THAT WAS, YEP, THE WHOLE PROJECT WAS INCLUDED IN THAT. YEP. THAT PIECE AS WELL. OKAY. YES, THANK YOU. THAT'S, UH, THAT'S TALKING ABOUT THE 2024 SENSITIVITY PLAN, LIKE 2024. SO 2025. WE HAVEN'T PUBLISHED THE RESULTS OF THE SENSITIVITY CASE YET AS, AS FAR AS I KNOW. YEP. AND IS THERE ANYTHING, JUST GOING DOWN THAT ROAD A SECOND, IS THERE ANYTHING THAT HAPPENS IF, SAY THEY'RE SHOWN FOR A NEED FOR A PROJECT IN THE 2024 AND THEN WE DID THE 2025 WITH THE WHOLE NEW LOAD FORECAST, AND ALL OF A SUDDEN THAT PROJECT'S NOT NEEDED? IS THERE ANY KIND OF THING THAT HAPPENS OR IS IT, OR MAYBE ALL OF THOSE ARE COUNTED AS, YEAH, I THINK THAT'S, THAT'S WHEN WE TAKE A LOOK, BECAUSE WE DO HAVE THIS THRESHOLD OF ANY PROJECT GREATER THAN TIER ONE, TIER TWO HAS TO STILL GO THROUGH THE RPG PROJECT, SO RPG PROCESS. SO WHEN IT COMES TO RPG, WE WILL MAKE THOSE ASSESSMENTS OF LIKE, IF THERE IS VARYING NEED IN 2024 VERSUS 2025, THOSE ARE THE THINGS WE NEED TO, I'M SORRY, THOSE ARE THE THINGS WE NEED TO LOOK, UH, WHEN WE MAKE THE DETERMINATION FOR RPG TO, YOU KNOW, APPROVE THAT PROJECT. YEAH, OKAY. SO I, I THINK FROM AN RTP PERSPECTIVE, WE ARE LIKE MAKING RECOMMENDATIONS BASED ON WHAT WE SEE, HOW THE LOAD AND DEGENERATION EVOLVES FROM ONE YEAR TO THE NEXT YEAR, BUT WE'RE NOT, YOU KNOW, THE, THE RRP G IS THE PROCESS TO ADDRESS THOSE THINGS. THE VARIATIONS BETWEEN THOSE, UH, OR PROJECTS, YOU KNOW, CHANGING BETWEEN CYCLES, THOSE, THOSE THINGS CAN BE BETTER ADDRESS TO THE RPG. AND WHEN THE NEW CASE COMES OUT, ARE, DO YOU, WHEN YOU'RE, YOU KNOW, TRYING TO OFFER UP A NEW CASE OR NEW TRANSMISSION PROJECT TO RPG, DO YOU HAVE TO REFERENCE THE MOST RECENT RP OR RTP OR CAN YOU REFERENCE LIKE A PREVIOUS ONE IF THERE'S LIKE A DRASTIC DIFFERENCE THERE WHEN YOU'RE TRYING TO, SO IF NECESSITATE THE NEED OF YOUR NECESSITATE THE NEED OF YOUR PROJECT? OKAY, LET ME UNDERSTAND THE QUESTION. SO YOUR QUESTION IS, WHEN PEOPLE ARE SUBMITTING RPG PROJECTS, WHETHER THEY HAVE TO ALWAYS PICK THE LATEST RTP OR THE PREVIOUS, RIGHT? YEAH. COULD THEY ALSO SAY, HEY, THIS WAS SHOWN AS A NEED IN THE 2024, SO WE'RE GONNA BUILD IT EVEN THOUGH IT WASN'T IN THE 2025? YEAH, I, I JUST DON'T KNOW HOW THE PROCESS WORKS. JUST, I THINK IT'S, IT'S BASED ON THE UNDERLYING NEED, RIGHT? SO IF, LIKE YOU SAID, 20 24, 20 25, WE IDENTIFY PROJECTS, MAYBE THERE ARE SOME VARIATIONS, BUT WHOEVER IS SUBMITTING THE PROJECTS HAVE THE GREATEST AND LATEST INFORMATION, SO THEY CAN RELY ON WHATEVER THEY HAVE IN TERMS OF, IF, IF, IF IT IS AS SIMPLE AS LIKE, YOU KNOW, LOAD INTERCONNECTING THAT'S DRIVING A PROJECT, THEY'LL HAVE THE INFORMATION TO MAKE THOSE DECISIONS. OKAY. YEAH. THANK YOU. [02:35:02] YOU'RE WELCOME. OKAY. KEITH, WHAT DO YOU HAVE FOR US JUST TO TAKE THIS TO A HIGH LEVEL FOR A SECOND? I THINK FROM THE ERCOT PERSPECTIVE, THERE'S, THERE'S OBVIOUSLY A LOT OF ECONOMIC DEVELOPMENT. RICHARD SORT OF IMPLIED THAT A FEW MOMENTS AGO. AND SO IT'S GONNA TAKE TWO KEY THINGS AND, AND ONE OF THEM IS, IS THE ENHANCED TRANSMISSION. AND SO IN ORDER TO SUPPORT THAT, YOU NEED TRANSMISSION AND WE'LL NEED RESOURCES, WE'LL TALK ABOUT RESOURCES LATER, BUT THIS IS THE TRANSMISSION PIECE OF THAT. AND, AND THEREFORE IT'S, IT'S A BIG PART OF OUR RECOMMENDATION. THANKS. OKAY. THANK YOU. OKAY, MIKE WISE? THANK YOU, MADAM CHAIR. YEAH, MY QUESTION IS MORE TECHNICAL, I GUESS, UH, NOT BEING INVOLVED WITH THE RPG, WHAT FORECAST DID ERCOT USE? IS THIS THE FORECAST OF THE TSPS, OR IS THIS THE ADJUSTED FILTERED AND DOCUMENTED REDUCED FORECAST THAT, UH, THAT WE'VE BEEN PRESENTED, WHICH IS THE FORECAST NUMBER THEN THAT WAS USED TO GENERATE THIS NEED FOR THE SEVEN 60 FIVES? THAT'S PROBABLY, YEAH, I'LL ANSWER. THE NEED IS COMING FROM THE 2024 RTP IN 2024 RTP. WE DID USE THIS THAT TIME. UH, WE HAD THIS, UH, CHANGE IMPLEMENTED THROUGH THE PIGGER. I DON'T, I CAN'T RECALL THE PIGGER NUMBER, BUT MARTHA MIGHT. UM, SO THAT'S COMING OFF OF HOUSE BILL 50 66. SO THERE WERE THREE PARTS OF LOAD THAT WAS, YOU KNOW, THAT COULD BE ADDED IN THE PLANNING CASE. SO THREE BUCKETS. ONE IS THE FORECASTED LOAD, AND THEN, UH, THIRD PARTY, YOU KNOW, STUDY, WHICH VALIDATED BY ERCOT. AND THEN THERE IS THIS BUCKET OF ALL THE LOADS SUBMITTED BY THE TRANSMISSION COMPANIES, UM, BASED ON THEIR FORECAST, WHICH IS, IN THIS CASE WE CALL IT THE OFFICER LETTER LOAD. SO FOR THE 2024 RTP, ALL THREE LOADS WERE INCLUDED. SO THE FORECASTED LOAD, THERE WAS PORTION OF THE SYSTEM, UH, PERMIAN, UH, DELAWARE BASIN AREA. WE DID INCLUDE THAT, UH, THIRD PARTY S AND P FORECAST. AND THEN ON TOP OF THAT, WE ALSO INCLUDED THE, THE LOADS THAT WAS PROVIDED BY THE PSPS THROUGH OFFICER LETTERS. SO THOSE ARE THE THREE, THREE THINGS THAT INCLUDED IN 2024. HEY PROB, THIS IS KRISTY. YOU MIGHT ALSO WANNA NOTE THAT WE DID THE SENSITIVITY ANALYSIS WITHOUT THE OFFICER LETTER LOAD, IF YOU WANNA EXPAND ON THAT. THANK YOU. YES. SO CHRISTIE IS POINTING OUT IS LIKE THE SENSITIVITY CASE I WAS REFERRING TO IS LIKE, IT KEPT THE BASE CASE FORECAST PLUS THE THIRD PARTY, BUT WE DID REDUCE THE OFFICER LETTER LOAD BY 20 GIGAWATTS TO COME UP WITH A SENSITIVITY LOAD. YEP. THANK YOU. OKAY, NICK, AND FIRST ALL I'D LIKE TO SAY, GENERALLY I'M IN FAVOR OF TRANSMISSION. IN ORDER TO HAVE A TRULY COMPETITIVE MARKET, WE NEED ROBUST AND RELIABLE TRANSMISSION. AND AS MANY PEOPLE HAVE NOTICED THAT $9.3 BILLION, THIS IS AN EXTREMELY LARGE PROJECT. YOU KNOW, WE WENT THROUGH A LOT OF THIS BEFORE WHEN WE DID THE CREZ PROJECT, THERE WAS THAT SAME DISCUSSION. IF THEY BUILD IT, WILL THEY COME THAT WAS FOR RENEWABLE PRODUCERS RATHER THAN LOEB, BUT IT WAS THE SAME ARGUMENT. ARE ALL OF THESE LARGE LOADS GONNA COME TO FRUITION? I DON'T BELIEVE THEY ALL WILL, BUT CERTAINLY SOME OF THEM WILL. MY REAL CONCERN THOUGH, IS 1100 MILES OF NEW RIGHT OF WAY. I'M REALLY CONCERNED THAT A, WE CAN GET CCNS AND GET IT BUILT IN FIVE TO SEVEN YEARS, AND B, WHETHER OR NOT THIS PRICE IS GOING TO CREEP AS WE START ACQUIRING THAT RIGHT OF WAY, BECAUSE THOSE THAT REMEMBER THE CREZ PROJECT, BOY, THE ROUTING OF THAT WAS A NIGHTMARE WHEN INFLUENTIAL LANDOWNERS SHOWED UP AT THE PUC OBJECTING IT TO IT BEING IN THEIR BACKYARD, AND IT GOT REROUTED AND REROUTED. AND THAT ADDS TO COST AND TIME. AND I, I'M REALLY CONCERNED THAT WE CAN GET THIS DONE IN A SHORT FIVE YEAR TIME PERIOD. AND THAT MAY SOUND FUNNY TO CALL FIVE YEARS SHORT, BUT THROUGH THIS PROCESS, IT IS. AND YEAH, WE, WE CAN SAY THAT WE NEED THIS 9.3 BILLION, I JUST DON'T THINK WE CAN ACTUALLY DELIVER IT FOR THAT. AND IT'S GOING TO BE FRIGHTENING WHAT IT REALLY COMES OUT TO BE. OKAY. ANY OTHER QUESTIONS OR COMMENTS? OKAY, [02:40:01] GO, GO AHEAD, BOB. YEAH, JUST, JUST ON THE, THE RIGHT OF WAY ISSUE, I, I DON'T DISAGREE WITH WHAT NICK'S TALKING ABOUT, BUT ONE OF THE THINGS YOU GOTTA THINK ABOUT IS THERE'S LESS RIGHT OF WAY FOR THE 7 65 THAN THERE IS THE 3 45. SO THERE IS A SAVINGS THERE BY GOING TO THE 7 65. I JUST WANTED TO NOTE THAT OUT THERE ON THE RIGHT OF WAY SIDE. OKAY. THANKS BOB. ANY OTHER DISCUSSION? SO WE HAD A MOTION AND A SECOND, RIGHT? RICHARD AND THEN BOB? YES. AND SO IF, IF PEOPLE ARE READY, WE CAN TAKE THE VOTE. . I AM WELL VENTILATED. THANK YOU. THANK YOU. I, I DIDN'T WANT TO CALL BETH OUT AGAIN, , BUT I WAS REALLY TEMPTED TO ASK HER IF WE WERE GOOD. NO, I, AND I APPRECIATE THE DISCUSSION. I, IT'S, IT'S PART OF OUR ROLE IN THE, IN THIS GROUP. I, I THINK I GOT A MORE, MORE DISCOURSE ABOUT THIS AHEAD OF TAC. SO I, I THINK YOU WERE STARTING TO SEE THAT ON THESE BIG PROJECTS. ALL RIGHT. GO, GO AHEAD COREY. ALL RIGHTY. ON THE MOTION TO ENDORSE THE 7 65 STEP EASTERN BACKBONE PROJECT THAT Y'ALL HAVE BEEN REVIEWING, WE WILL START UP WITH CONSUMERS, WITH MARK DREYFUS. UH, YES. THANK YOU. THANK YOU, NICK. YES, THANK YOU. THANK YOU, GARRETT. YES, SIR. THANKS SIR. MIKE REED? YES, THANKS. I'M SORRY, MIKE, I CAUGHT YOUR THANKS. I DIDN'T CATCH THE VOTE. I'M SORRY. SORRY. IT IS, YES. I APPRECIATE YOU, BETH. YES, SURE. THANKS. THANK YOU. NAVA? YES, THANK YOU. ONTO OUR CO-OPS, MIKE WISE, ABSTAIN. OKAY. THANK YOU, BLAKE. YES, THANK YOU, JOHN. NO, THANK YOU, KYLE. NO, THANK YOU. THANK YOU. ONTO OUR INDEPENDENT GENERATORS, BOB HILTON. YES, SIR. THANK SIR, CAITLIN? YES. THANK YOU. BRIAN ABSTAIN. THANKS SIR. NED? YES. THANK YOU, COREY. THANK YOU. ONTO OUR IPM SETH. YES. THANK YOU SHANE FOR RASHMI. YES, SIR. THANK YOU. THANK YOU, SIR. JEREMY? YES, THANK YOU. THANK YOU. IAN HALEY WITH US ONTO OUR I REPS. BILL? YES. THANK YOU. JENNIFER. YES, THANK YOU. JAY? YES, THANK YOU. THANK YOU, CHRIS. YES, THANK YOU. ONTO OUR IOUS. KEITH? YES, THANK YOU, DAVID. YES, THANK YOU. THANK YOU, RICHARD. YES, THANK YOU, MARTHA. YES, THANK YOU. ONTO OUR MUNIS. JOSE. JOSE, YOU STILL WITH US? OR I CAN TAKE IN CHAT. HOW ABOUT ALICIA? YES, THANK YOU. DAVID. KEY? YES. THANK YOU, COREY. THANK YOU. AND LAST CALL FOR JOSE. I THANK YOU. MOTION CARRIES 92% IN FAVOR, 8% OPPOSED? TWO ABSTENTIONS. OKAY, THANK YOU. COREY. IT SEEMS LIKE SOME LUNCHES ARE HERE, BUT LET'S TRY TO GET THROUGH THE RPG PROJECTS. OR YOU CAN EAT THE FULL CURRY AT THE TABLE LIKE NED. SO BU UM, WE'LL GO BACK TO THE, UH, THE FIRST ONE, RIGHT? CORRECT. THANK YOU. SO THE NEXT PROJECT IS THE ENCORE, A PSE, DUAL HOLD TO S LAKE TO SOLSTICE 3, 7 65 KV LINE, RPG PROJECT. UM, AGAIN, THIS IS A TIER ONE PROJECT WITH AN ESTIMATED COST OF $742 MILLION, UH, WOULD REQUIRE A CCN. THE RELIABILITY NEED, AGAIN, COMES FROM THE 2024 RTP STEP PLAN. UM, THIS IS BASICALLY THE OTHER END OF THE PROJECT. YOU, WE TALKED ABOUT THE EASTERN LOOP. THIS IS CLOSING THE RADIAL LINES ON THE WEST SIDE OF THE 7 65 KB LOOP. [02:45:02] AGAIN, UH, DEFINITION TIER ONE PROJECT BY, BECAUSE IT EXCEEDS A HUNDRED MILLION DOLLARS. UM, AGAIN, THE REQUIREMENTS, I'M NOT GONNA REPEAT TAC COMMENTS, UH, REVIEW AND COMMENTS WILL BE INCLUDED IN THE PRESENTATION TO THE BOARD. AGAIN, THE NEED OF THE PROJECT, UH, THIS IS A, IS PRETTY MUCH SIMILAR TO WHAT I ADDRESSED ON THE EASTERN, UH, LOOP PROJECT. BASICALLY, THE INFORMATION ON 2024 IS DRIVING THIS, UH, THIS 150 GIGAWATTS LOAD. AND WE DID SEE THE STEP PLAN, WHICH INCLUDES THIS PART OF THE PROJECT, WHICH IS COMPLETE, HAVE A COMPLETE, UH, LOOP 7 65 KV SYSTEM, WHICH PROVIDED ALL THE BENEFITS IDENTIFIED IN THE 2024 RTP AND THE STEP PLAN ANALYSIS. SO THIS PROJECT IS BASICALLY THE PORTION FROM, AGAIN, LIKE THE DRILL HOLE TO SAND LAKE TO SOLSTICE 7 65 KV, THE DRILL HOLE, SAND LAKE AND SOLSTICE, OR PART OF THE PROJECTS THAT WAS APPROVED AS THE PERMIAN IMPORT PROJECT THAT WAS APPROVED BY THE COMMISSION EARLIER THIS YEAR. UM, AND FOR THE, FOR THE ANALYSIS, UM, WE DID RELY ON THE 2024 RTP, UH, AGAIN, ONE, WE DID THE 2024 RTP. WE DID LOOK AT, UM, EXTENSIVE ALTERNATIVES AND ENDPOINTS, UH, AS PART OF OUR SCREENING ANALYSIS. AND WE CONCLUDED WITH THIS, UH, WE PROPOSED THIS 7 65 KV STEP PLAN AS, UH, AS AN OUTCOME OF THAT PROCESS. UM, AS, AS THE REQUIREMENT FOR TIER ONE PROJECT HERE WE HAD TODAY, WE DID PERFORM AN SSR SCREENING, AND WE DID NOT FIND ANY ADVERSE IMPACT WITH THE ADDITION OF THE DRILL HOLE TO SAND LAKE TO SOLSTICE 7 65 KV LINE, UH, TO THE SYSTEM. AGAIN, SAME SIMILARLY, THE CONGESTION ANALYSIS WAS PERFORMED AND THE GENERATION SENSITIVITY ANALYSIS, UM, THEY DID NOT IDENTIFY ANY SIGNIFICANT IMPACT WITH THE ADDITION OF THIS PROJECT. SO JANE, UM, WE DID NOT DO A LOAD SENSITIVITY ANALYSIS. AGAIN, I SAID THIS IS NOT, UM, THIS IS, THIS WAS NOT INCLUDED IN THE 2024. WE DID NOT SCALE LOADS, SO WE DID NOT DO A LOAD SCALING ANALYSIS, BUT WE DID INCLUDE THIS, UH, GENERATION SENSITIVITY ANALYSIS TO LOOK AT, UH, FUTURE PLANS, UH, GENERATORS. AND WE DID NOT IDENTIFY ANY IMPACT, UH, WITH THE ADDITIONS OF THOSE FUTURE GENERATIONS TO THE SYSTEM. UH, THIS IS THE OVERALL SUMMARY OF THE PROJECT. UH, THIS WOULD, UH, ADD ANOTHER 104 MILES OF NEW SEVEN 60 5K SINGLE CIRCUIT. UH, AND IN ADDITION, THIS WILL ADD LIKE, UM, ADDITIONAL ACHIEVEMENTS TO THE EXISTING OR ALREADY APPROVED SUBSTATIONS. UM, BASICALLY SEVEN ADDITIONAL 7 65 KV BREAKERS. UH, THIS IS LAID OUT AT THE DRILL HOLE SAND LAKE IN SOLSTICE SUBSTATION, WHICH WAS APPROVED AS PART OF THE PERMIAN IMPORT 7 65 KV PLAN. SO I, BEFORE I GO TO THE RECOMMENDATION, AGAIN, THIS IS THE MAP WHICH SHOWS THE PROJECT HIGHLIGHTED HERE ON THE WEST SIDE. UM, THE TOTAL MILES IS 110 MILES OF NEW 7 65 KV. I THINK THIS SPLIT IS LIKE 63, 58, SOMETHING LIKE THAT. SO IT'S IN, IT'S IN THE DETAILS. SO, UM, SAY IF I CAN, OKAY. SEE YEAH, 57 MILES AND 46 MILES FOR THE TWO STATEMENTS. SO, RECOMMENDATION, UM, BASED ON THE ERCOT REVIEW, UH, ERCOT WILL RECOMMEND TO THE BOARD TO ENDORSE THE DRILL HOLE SAND LAKE SALTS PROJECT TO ADDRESS THE RELIABILITY NEEDS IDENTIFIED IN THE 2024 RTP, PARTLY DRIVEN BY THE LOAD GROWTH IN THE SYSTEM. UM, THE ESTIMATED IN-SERVICE DATE IS SUMMER OF 2030, AND THE ESTIMATED COST IS $742 MILLION. UM, THIS WILL, THIS PROJECT WILL REQUIRE CCNS. I HIGHLIGHTED THERE IS 110 MILES OF NEW 7 65 KV SINGLE CIRCUIT LINE. I'LL STOP HERE, SEE IF THERE ARE ANY QUESTIONS. OKAY. I DON'T SEE ANY QUESTIONS OR COMMENTS YET. OKAY, GO AHEAD, BETH. I DO HAVE, I DO HAVE A QUESTION. UM, WHAT, WHAT I MAY HAVE BEEN TOLD, AND NOW I'VE FORGOTTEN. WHAT'S THE SPLIT BETWEEN A EP AND ENCORE? WHO, WHO'S GOT WHAT? SO ON THE LAST TWO BULLETS THERE, ENCORE WILL CONDUCT, SORRY, CONSTRUCT THE DRILL HOLD SAND LAKE LINE, AND THEN SAND LAKE, UH, SOLSTICE IS, IS OWNED BY A EP. SO I BELIEVE THAT LINE WOULD BE A 50 50 SPLIT BETWEEN ENCORE AND A EP. GOT IT. THANK YOU. OKAY. [02:50:01] OKAY. ANY OTHER QUESTIONS, RICHARD? NO. UM, WE MAY BE ABLE TO COMBO BALLOT THIS ONE. HANG ON. SO IT WOULD BE ENDORSE THE ENCORE AND A EP DRILL HOLE TO SAN, TO SAND LAKE TO SOLSTICE 7 65 KV LINE PROJECT. ANYBODY HAVE A PROBLEM WITH THAT ON THE COMBO BALLOT? NED, CAN YOU DO THE C HAND MOTION? UM, YEAH. OKAY. I, I'D JUST LIKE THE SUBSTATION NAMES. YOU KNOW, TELL ME YOU'RE IN WEST TEXAS WITHOUT TELLING ME YOU'RE IN WEST TEXAS BY THOSE SUBSTATION NAMES. ALL RIGHT. I THINK, UH, COMBO BALLOT. ANY OTHER QUESTIONS OR COMMENTS ON THIS PROJECT? WE HAVE ONE MORE. YEAH. ALL RIGHT, COREY, WE WILL COMBO THIS. YEAH. BEFORE WE MOVE TO THE NEXT PROJECT, HERE IS WHERE I'M GONNA FALL BACK TO THE THEME. UM, I WANT TO, YOU KNOW, EXPRESS MY GRATITUDE TO THIS GROUP. I KNOW WE, WE'VE LIKE HAD A LOT OF DISCUSSIONS ON THE 7 65 AND ALSO THANK ALL THE STAKEHOLDERS, EVERYBODY WHO HAS BEEN PART OF THIS DISCUSSION. SO THANK YOU. UM, NO WAITING TODAY FROM MY SIDE. SO I GUESS, UM, SO LET'S GO TO THE NEXT PRIZE. THIS IS THE ENCORE PROJECT. THIS IS AGAIN, A 3 45 KB PROJECT. ALRIGHT, LET ME SEE. GOOD. YOU GOT IT MUCH. THIS IS HOW MUCH WE CARE. THERE YOU GO. ALRIGHT, THANK YOU. UM, THIS IS THE ENCORE CANAL, 3 45 1 38 KB SWITCH AND THE CANAL TO ROCK HOME, 3 45 KB DOUBLE CIRCUIT TRANSMISSION LINE RPG PROJECT. AGAIN, THIS IS A TIER ONE PROJECT WITH AN ESTIMATED COST OF $110 MILLION, UH, PRIMARILY TO ADDRESS THE RELIABILITY NEEDS IN MARTIN AND MIDDLE MIDLAND COUNTIES IN THE FOREST WEATHER ZONE. YOU HAVE THE, THE REGION THERE. UM, PER THIS PROJECT WILL CONNECT HIGHLIGHTING SOME OF THE EXISTING STATIONS, AGAIN, TIER ONE PROJECT WITH AN ESTIMATED COST OF A HUNDRED MILLION DOLLARS. UM, IN SIMILAR COMMENTS, ANY, ANY COMMENTS FROM TAC WILL BE INCLUDED IN THE PRESENTATION TO THE BOARD. THIS IS DRIVEN BY THE RELIABILITY NEED. UH, WE, WE DID PERFORM THE RELIABILITY ANALYSIS AND THE TABLE SHOWS, UH, THE CONTINGENCIES AND VIOLATIONS UNDER X MINUS ONE AND MINUS ONE. WE DID SEE THERMAL ISSUES, WHICH IS DRIVING THIS PROJECT. UM, SO YOU ALSO HIGHLIGHTED SOME OF THE, YOU KNOW, THE X MINUS ONE CONTINGENCIES. WE CONSIDERED, UH, PRIMARILY THE MAJOR 3 45 KB TRANSFORMERS IN THE STUDY AREA. OKAY. UH, TO ADDRESS THIS RELIABILITY NEED, UH, WE LOOKED AT, UH, THREE DIFFERENT ALTERNATIVES, INCLUDING OPTION ONE, WHICH IS THE PROPOSED OPTION FROM ENCORE. AND THIS TABLE GIVES YOU A COMPARISON OF THE VARIOUS RELIABILITY AND ADDITIONAL BENEFITS COMPARED TO THIS THREE PROJECTS. UM, BASED ON THIS ANALYSIS, WE DID CONCLUDE THIS OPTION ONE PROVIDES THE OVERALL BENEFIT IN ADDRESSING THE RELIABILITY NEED AND ADDRESSING THE OTHER LONG TERM LOAD GROWTH AND OPERATIONAL FLEXIBILITIES. SO ERCOT RECOMMENDS OPTION ONE AS THE PREFERRED OPTION, UM, REQUIREMENTS OF THE PROTOCOL SUB RESONANCE ASSESSMENT. AS SO, UH, WE DID NOT SEE ANY ADVERSE IMPACT WITH THE ADDITION OF THIS PROJECT. UM, AGAIN, SIMILAR, UH, WE, WE DID PERFORM THIS, UH, CONGESTION ANALYSIS AND GENERATION SENSITIVITY ANALYSIS, WHICH WE DID NOT IDENTIFY ANY SIGNIFICANT ISSUES WITH THE ADDITION OF THE PROJECT. UH, THE LOAD SCALING, UH, WAS NOT, WAS NOT CONSIDERED IN THIS PROJECT BECAUSE WE USED THE 2024 RTP CASE. SO THE RECOMMENDATION HERE, BEFORE I GO TO THE RECOMMENDATION, I'LL SHOW YOU THE MAJOR PORTIONS OF THE PROJECT. UH, BASICALLY THIS ADDS THIS NEW CANAL SUBSTATION, WHICH IS A 1 3 45, 1 38 KV SUBSTATION OR THE TRANSFORMERS. AND THEN, UH, IT'S GONNA ADD A NEW DOUBLE CIRCUIT, 3 45 KV TO CANAL SWITCH TO ROCK HOUND SWITCH. IN ADDITION TO THAT, YOU'RE ALSO REROUTING SOME OF THE LINES AND, UH, MAKING AN UPGRADE TO THE 1 38 KV LINE, BASICALLY CONNECTING THE CANAL TO, UM, SALES BRANCH, MAKING IT A DOUBLE CIRCUIT 1 38 KV LINE. SO THAT THOSE ARE THE MAJOR PORTIONS OF THE PROJECT. UM, THE DETAILS ARE HERE. SO WITH THAT, I'M GONNA GO TO [02:55:01] THE RECOMMENDATION BASED ON THE REVIEW ERCOT, WE'LL RECOMMEND THE BOARD TO ENDORSE OPTION ONE TO ADDRESS THE RELIABILITY NEED IN MARTIN MIDLAND, MIDLAND COUNTIES IN THE FOREST WEATHER ZONE. UH, THE ESTIMATED IN-SERVICE PRO IN SERVICE DATE FOR THE PROJECT IS DECEMBER 20, 26. AND, UH, THE ESTIMATED COST IS $110.62 MILLION. AND AGAIN, THIS WILL REQUIRE CCN. THERE IS THIS 13 MILES OF NEW, UH, 3 45 KV LINE THAT WOULD REQUIRE A RIGHT OF WAY NEW RIGHT OF WAY TO CONNECT THE CANAL AND THE ROCK HOUND SUBSTATION. GO AHEAD BETH. THAT'S MY LAST SLIDE. THANK YOU. THANK YOU. JUST A GENERAL QUESTION. YOU KNOW, WE, WE APPROVED AN NPR EARLIER TODAY THAT CHANGED THE THRESHOLDS FOR ERCOT INDEPENDENT REVIEW ON PROJECTS. AND CAN YOU, AND THIS IS $110 MILLION PROJECT THAT IF IT COMES IN AT SOME POINT IN THE FUTURE, IT WON'T GET ERCOT INDEPENDENT REVIEW. WHAT, WHAT, SORRY FOR THE TANGENT, CAN YOU, WHAT, WHAT'S THE VIEW OF HOW THAT NEW LIMIT WILL GET IMPLEMENTED? SO WE BASICALLY DOUBLED THE THRESHOLDS FOR THE EXISTING PROJECTS. I THINK BASED ON THE NEW THRESHOLDS THIS PROJECT COMES, I BELIEVE IT'LL BE A, WE NEED TO FIGURE OUT, IT'LL PROBABLY FOLLOW AS A TIER THREE PROJECT IN THIS ONE. AND I'M GONNA PAUSE HERE. SO I'M GONNA LET, MARTHA IS WAVING, SO SHE HAS CONVERSATION AND THIS, THIS PROJECT HAS A CCN REQUIREMENT ASSOCIATED WITH IT. SO IT WOULD BE A TIER TWO PROJECT, UH, DUE TO THAT ASPECT AND WANNA GET AN ERCOT INDEPENDENT REVIEW EVEN WITH THE PASSAGE OF NPR 1274. YEP. BUT TIMING WISE, WE'VE, WE'VE, WE'VE PASSED 1274, IT'LL GO TO THE BOARD IN DECEMBER, THE COMMISSION, HOPEFULLY IT'LL APPROVE IT IN JANUARY AND THEN IT'S REAL. SO THEN I, MY GUESS IS THAT PROJECTS THAT COME IN AFTER THAT OPEN MEETING WHERE THEY APPROVE IT, WOULD THEN THOSE NEW LIMITS WOULD COME INTO PLAY. IS THAT WHAT PEOPLE ARE THINKING OR, OR THAT, THAT IS MY UNDERSTANDING. SO WHEN THE COMMISSION APPROVES IT, THAT'S WHEN THE NEW NUMBERS WILL BE EFFECTIVE. OKAY. UNTIL THEN WILL FOLLOW THE EXISTING. YES. OKAY. SORRY. SORRY FOR THAT DISTRACTION. YEAH, NO WORRIES. OKAY. ANY OTHER QUESTIONS OR COMMENTS? OKAY. UM, SO WE ARE LOOKING TO ENDORSE THE ENCORE CONNELL 3 4 5 1 3 8 KV SWITCH AND CONNELL TO ROCK HOUND 3 45 DOUBLE CIRCUIT LINE PROJECT. OPTION ONE. CAN WE PUT THIS ON THE COMBO BALLOT? SEE, OKAY. YES. ALRIGHT, THANKS. IT WILL EVERYONE YOU, OKAY, SO LET'S BREAK FOR LUNCH AND THEN SORT OF TO CLARITY FOR THE AGENDA AFTER LUNCH, WE WILL COME BACK TO, WE'LL START WITH THE RTC PLUS B TASK FORCE REPORT AND WE WILL TAKE UP THE SITE SPECIFIC EXEMPTION FROM PROTOCOLS AND THEN WE'LL COME BACK TO ERCOT REPORTS WITH THE PRICE CORRECTION AND THEN WE'LL GO TO OTHER BUSINESS. SO LET'S BREAK UNTIL 1 0 5 AND SO WE CAN ACTUALLY START AT ONE 10. OKAY. 1 0 5. OKAY. [12. RTC+B Task Force Report] WE ARE BACK TO OUR RTC PLUS B TASK FORCE UPDATE WITH MATT. MATT. SO YOU HAD A STORY WHERE SOMEBODY MADE MARINAS CAMPAIGN BUTTONS, UM, BEFORE LAST GO LIVE AND I WAS IN PROCESS OF TRYING TO FIGURE OUT HOW TO ORDER COOKIES DURING THE OPEN MEETING WHERE I DEFINITELY PAY ATTENTION THE WHOLE TIME, BUT THEN I GOT, UH, TOO DISTRACTED BY THE WHALE VERSUS FISH NONSENSE AND JUST REMEMBERED YESTERDAY, CAN WE GET THE MIRENAS 2026 COOKIES AND IT WAS TOO LATE. OH, THAT IS FUNNY. THANK YOU. WELL, I WOULD LIKE TO GET TO THE OTHER SIDE BEFORE WE DO SUCH THINGS, BUT THANK YOU FOR THE CONFIDENCE. OKAY. SO MAYBE IN JANUARY. MAYBE IN JANUARY, THAT WOULD BE GREAT. I'LL, I'LL STILL COME AT LEAST ONE MORE TIME FOR THE FUN. ALRIGHT, WELL AND THIS FEELS LIKE A SMALL PROJECT NEXT TO THE OTHER PROJECTS WE JUST TALKED ABOUT. IT'S ONLY $50 MILLION. ALRIGHT, SO LET ME KINDA LAY OUT, UH, WHAT WE'VE BEEN DOING AND I WILL LAY OUT THAT, THAT'S GREAT CONTEXT, MATT. OH, THANK YOU TOO SOON. UM, SO IN TERMS OF THE ISSUES, UH, THERE'S NOT MUCH, THERE'S SOME NEW STUFF ON THIS SLIDE. WE'RE GONNA START TALKING ABOUT CUTOVER AND THE BUMPS IN THE ROAD THAT WE'RE GONNA HAVE ALONG THE WAY. I'M NOT DOING A DEEP DIVE ON THOSE. I COULD SPEND ANOTHER HALF HOUR ON IT LIKE I DO ON THE MARKET TRIALS CALLS OF ALL THE COMPLEXITIES WITH GO LIVE, [03:00:01] BUT LEMME JUST KIND OF WALK DOWN OUR PRIMARY UPDATE. 15 DAYS TO GO LIVE. IT'S HARD WHEN IT'S 80 DEGREES OUT TO GET OUR HEAD AROUND THAT IDEA. BUT DECEMBER 5TH IS LITERALLY 15 DAYS OUT IN TERMS OF THE GO LIVE SEQUENCE. I'LL TALK ABOUT THE R-T-C-B-T-F MEETING. WE DID HAVE SOME VENTILATING AT THIS PRIOR MEETING ON THE AS DEMAND DEPLOYMENT FACTORS. UH, AND THEN WE'LL TALK ABOUT A, A NEW ISSUE. WE HAD A GAP IN IDENTIFYING A NONS SPIND RESERVE DEPLOYMENT PROCEDURE. SO WE HAVE TRUED THAT UP, BUT WE'RE GONNA PUT THAT INTO PLAY WITH THE STAKEHOLDERS. SO, UM, THANK YOU FOR SUPPORTING THE TASK FORCE. WE'VE APPROVED ALL THE NPRS, WE'VE GOT ALL THE PRIMARY OPERATING PROCEDURES PROTOCOLS AND EVERYTHING IS SET FOR GO LIVE. UH, WE'VE HAD THE SCOPE, UH, YOU'RE SEEING THAT IN THE MARKET NOTICES THAT ARE STARTING TO ROLL OUT INTO YOUR MAILBOXES OF GOING LIVE WITH ALL THESE ACTIVITIES. IT'S NOT JUST RTC, IT'S KIND OF THE HITCHHIKER ALONG THE WAY THAT WE HAVE ON THE BA BOTTOM HALF OF THE SCREEN. UH, WE'VE COMPLETED THE MARKET TRIALS, WE'RE IN THIS TRANSITION PHASE TO WHERE WE ARE SUPPORTING A LIVE, UH, TEST SYSTEM. BUT THERE IS NOTHING REALLY REQUIRED FROM THE MARKET AT THIS POINT IN TIME. AND THIS EYE CHART, UH, IS TRYING TO SHOW WHERE WE WERE IN OCTOBER SINCE, SINCE THE LAST TIME TAC MET. WE DID HAVE THE, UH, ON OCTOBER 30TH IS THE RED CIRCLE OF THE CLOSED LOOP LFC TEST WHERE WE SWITCHED SYSTEMS OVER FOR TWO HOURS. WE'LL TALK MORE ABOUT THAT IN A MINUTE. UM, AFTER OCTOBER 31ST, WE SHUT DOWN THAT OUTAGE SCHEDULER. SO THAT HAS BEEN IN A READ ONLY MODE TO GET READY FOR GO LIVE. IF YOU DON'T KNOW, OUTAGES ALREADY WENT LIVE BECAUSE WE'RE DOING, UH, FOR EXAMPLE, AN OUTAGE ON DECEMBER 6TH IS NOW A SINGLE MODEL THING. AND OUR SYSTEMS ARE SPEAKING SINGLE MODEL FOR THAT GO LIVE PIECE. UH, SO WHERE WE'RE AT TODAY IS WE HAD A SERIES OF CUTOVER MEETINGS LAST WEEK. UH, WE'RE STANDING HERE AGAIN, IF YOU DROP DOWN 14 DAYS IS THE THIRD. AND THEN THE FOURTH IS WHERE AT MIDNIGHT WE DO CUT OVER. UH, YOU WILL SEE AT THE END OF, UM, THE WEEK ON THE 21ST WILL BE OUR 10 ISH DAYS MARKET NOTICE. THAT'S THE PUSH OF THOSE FIVE MARKET NOTICES OUT AGAIN. AND LEMME TELL YOU WHAT THOSE NOTICES ARE. SO IF YOU DON'T KNOW, THERE'S NOT THE MARKET NOTICE. IT'S ALWAYS KIND OF A MULTI-CHANNEL BROADCAST OF, ESPECIALLY OF A LARGE PROGRAM THAT GOES LIVE. THESE ARE HOT LINKS TO THE NOTICES THAT WE ALREADY SENT. I WON'T TORTURE YOU WITH EACH OF THEM. SUFFICE IT TO SAY THE PROGRAM READINESS SAYS, HEY, HERE'S WHAT'S COMING. HERE'S THE WORKSHOPS TO BE IN TUNE TO. THE NEXT ONE IS PROTOCOL CHANGES. THAT'S THE LAUNDRY LIST I JUST SHOWED YOU OF ALL THE IN THE REVISION REQUESTS, SETTLEMENTS, IF YOU'RE A SETTLEMENTS PERSON, HERE'S THE LOGIC THINGS THAT ARE CHANGING AND THE PROTOCOLS TO BE AWARE OF IF YOU'RE A CREDIT PERSON. HERE'S THE NEW REPORTS AS RELATES TO RTC. AND THEN THE LAST PIECE IS MARKET FACING CHANGES. THAT ONE HAS A SPREADSHEET CONNECTED TO IT THAT OPENS UP ALL THE NEW 150, UH, MODIFIED REPORTS, THE DASHBOARDS THAT ARE CHANGING. IT'S THE WHOLE, UM, ENCHILADA OF ARTIFACTS THAT CHANGE. NOW HERE'S THE WEIRD THING. IN PARALLEL TO THIS, THERE'S A TECHNOLOGY SWITCH OVER THAT OCCURS AT THE SAME TIME WE ARE CHANGING OUR API ENDPOINT. THAT'S A FANCY WAY OF SAYING IF YOU HAVE A MACHINE THAT TALKS TO ERCOT MACHINES THAT USES MARKET DATA, THAT'S THAT ENDPOINT MOVES ON YOU. SO IF YOU'RE USING THE PORTAL, YOU WON'T EVEN KNOW THAT IF WE WENT LIVE. BUT IF YOU'RE NOT USING A PORTAL, IF YOU HAVE A ENDPOINT CHANGE, WHETHER OR NOT YOU'RE A BANK IN NEW YORK AND YOUR VENDOR HAS A SYSTEM THAT'S AUTOLOADING YOUR TRADES INTO ERCOT, THERE IS A CHANGE. SO THIS IS KIND OF A BELL RINGING TO SAY THAT NEEDS, THAT'S AN IT CHANGE THAT NEEDS TO BE DONE IRRESPECTIVE OF RTC. IT'S JUST A THING THAT HAPPENS AT THE SAME TIME. UH, THE OTHER THING IS A QUEASY WITHOUT RESOURCE ACKNOWLEDGEMENT. I'M GONNA GO DEEPER INTO THAT ONE. THEY HAD MARKET RAN YESTERDAY, 495 QUEASY PARTICIPATED. 4 95 QUEASY. WE'VE BEEN USING IN MARKET TRIALS 95. IT'S THE QU WITH RESOURCES. SO THERE'S THIS GAP OF 400 MARKET PARTICIPANTS. ARE THEY ALERT AND AWARE OF THIS SWITCHOVER ACTIVITIES THAT WILL OCCUR. AND SO WHAT I HIGHLIGHTED IN THE MARKET NOTICE WAS NUMBER ONE, WE'LL HAVE DUAL TRADES ON DECEMBER 4TH AND FIFTH. BE AWARE THAT YOU WILL HAVE TO CONFIRM TRADES IN TWO SYSTEMS. NUMBER TWO, THAT CONNECTIVITY THING WE JUST TALKED ABOUT, THERE'S A SWITCH OVER TO A NEW ENDPOINT. AND THEN LASTLY, THE DAY AHEAD MARKET HAS SUBTLE CHANGES, BUT IT HAS CHANGES. SO WE'RE DOING THIS AS A RESPOND BACK TO LET US KNOW THAT YOU'RE AWARE OF THIS HERE. HERE THE OPPOSITE WOULD BE DON'T TELL THE MARKET. SO THIS IS TELLING THE MARKET. WE'RE NOT REQUIRING THEM TO DO ANYTHING OTHER TO ACKNOWLEDGE THIS. IF THEY DON'T ACKNOWLEDGE BACK, WE'RE GETTING ON PHONES AND CALLING DOWN. SO WE'VE GOT ABOUT HALF OF THEM ROPED IN. WE'RE TRYING TO GET THE OTHER HALF ROPED IN, NOT TO DO ANYTHING, BUT JUST SO THAT THEY'RE NOT SHOCKED ON FRIDAY, DECEMBER 5TH WHEN THEIR SYSTEMS AREN'T WORKING AS DESIGNED. SO, SO THAT'S IT ON THE MARKET NOTICES. NOW WITH REGARDS TO THE TASK FORCE, UH, I DID A WALK DOWN ON THE CLOSED LOOP LSC [03:05:01] TEST RESULTS FROM OCTOBER 30TH. UH, THE GOOD NEWS WAS IS THAT THE FREQUENCY CONTROL WAS TIGHTER. UH, WE ALSO HAD LESS RESOURCES THAT WERE SIDELINED OR EXCUSE FROM THE TEST. THESE ARE, UH, RESOURCES THAT COULD NOT FOLLOW THE NEW RTC SIGNALING, UH, MOSTLY BATTERIES. AND WE WENT FROM 900 MEGAWATTS ON THE SIDELINE TO ONLY 350 MEGAWATTS ON THE SIDELINE. UH, THESE ONES THAT ARE STILL, IF THEY AREN'T READY FOR GO LIVE, THEY'LL GO BACK INTO THE COMMISSIONING PROCESS TO PROVE THEMSELVES OUT TO COME BACK OUT ON, UH, INTO PRODUCTION. UH, WE HAD LESS QUEASY ISSUES THAT WE OBSERVED AND THE ERCOT DEFECTS THAT WERE FIXED DID WORK SUCCESSFULLY. SO THAT WAS A GREAT TEST. NOW WITH REGARDS TO RU CAPACITY SHORT EDUCATION, THIS IS ONE OF THOSE WHERE IF WE RUCK A UNIT, HOW IS THE MONEY SPREAD AROUND? UM, HOW DO THOSE COSTS ASSIGNED? THAT'S A COMPLEX THING, ESPECIALLY WITH THE STATE OF CHARGE AND ALL THESE OTHER SERVICES THAT SHOW UP IN THAT SNAPSHOT. SO, AND I MEAN THIS SAYS IT ALL, IT IS AN OPTIMIZATION METHOD, NOT A FORMULA. SO WHAT WE DO, ERCOT TAKES YOUR BEST CASE SCENARIO TO OPTIMIZE AND MINIMIZE THE QUEASY COST FOR A RUT COMMITMENT. SO IT'S DEFINED THE COMBINATIONS THAT MAKE YOU THE LEAST EXPOSED AND THAT'S THE VALUE FOR THE RUT CAPACITY SHORT. BUT THERE'S A LOT OF, BUT IF I'M IN THIS SCENARIO, WHAT IS THE CHARGE GONNA BE? SO THIS IS WHAT WAS UNPACKED WITH THAT WAS IN TWO DIFFERENT MEETINGS TO TALK ABOUT. AND THEN WE ALSO HAD THIS LARGER DISCUSSION. THIS IS THE ONE, UM, WHERE ERCOT, LET'S SEE IF I CAN GIVE MY, IF YOUR AS DEPLOYMENT. SO WHEN ERCOT RUNS ROCK AND STUDIES THE NEXT SIX HOURS, THERE IS THE IDEA OF IF WE ARE DEPLOYING ANCILLARY SERVICES. AND THE PLUS BATTERIES PART OF THIS GO LIVE IS HOW DO WE MODEL BATTERIES IN THE EVENT THAT WE STUDY AND BELIEVE THAT WE MAY BE DISPATCHING BATTERIES, THERE MAY BE THE RISK OF RUNNING OUT OF CHARGE. AND SO THIS DEPLOYMENT FACTOR IS SOMETHING THAT CAL ISO USES THAT WE FORKLIFTED INTO PROTOCOLS A YEAR AND A HALF AGO. AND THOSE DEPLOYMENT FACTOR VALUES NEEDED TO BE SET. AND SO AS WE BROUGHT THOSE VALUES FORWARD, WE'VE TALKED ABOUT THIS FOR THREE DIFFERENT MEETINGS. UM, OH, AND THERE'S THE DEFINITION, SORRY, I GAVE YOU MY DEFINITION. HERE'S THE PROTOCOL DEFINITION. UH, WE LOOKED AT HISTORICAL DATA, WE BEING ERCOT ON THE OCTOBER 15TH MEETING, UH, THE REG UP AND REG DOWN, WE SAID, HERE'S THE HISTORICAL DISPATCH OF THOSE SERVICES. LET'S USE DISCOUNT FACTORS OF OR DEPLOYMENT FACTORS OF 10% TO 70% RESPONSIVE RESERVE IS A QUICK RESPONSE SERVICE AND IT RECOVERS IN AN HOUR. SO THAT CAN BE A ZERO BECAUSE IT'S THERE THE NEXT EVENT. AND THEN THERE'S NONS SPIN IN ECRS, WHICH CAN LAST FOR HOURS. AND IT WAS CONSIDERED TO SET THAT TO ONE. SO AFTER NUMEROUS DISCUSSIONS, UH, ERCOT WENT BACK AND LOOKED AT A MORE, UH, WHAT'S THE RIGHT WORD FOR IT? UH, QUANTITATIVE OR HISTORICAL LOOK BACK OF STUDYING DIFFERENT EVENTS, DIFFERENT TIMING TO FIGURE OUT IF THERE'S A 95TH PERCENTILE OF ANALYSIS OF WHAT'S NEEDED. AND THIS ONE VALUE THAT WAS UP HERE FOR ECRS AND NONS SPIND WAS REDUCED IN SOME CASES ALL THE WAY DOWN TO ZERO. BUT IN OTHER HOURS IT MAY BE AS HIGH AS 20 TO 45% FOR NONS SPIND AND IT CAN BE IN THIS LOWER PERCENTAGE UP TO 10.5% FOR ECRS. SO THESE ARE THE SHAPE VALUES THAT WE'LL GO LIVE WITH. UH, JUST SO YOU KNOW, INIKA HAS UH, SAID THIS NUMEROUS TIMES. WE ALSO WANT THE OPERATOR TO BE ABLE TO CHANGE THESE VALUES ON A DAILY BASIS. WE DON'T HAVE THAT TOOL YET. SO IT'S GONNA BE THE OPERATIONAL EXPERIENCE, THE OBSERVATION OF HOW PRODUCTION GOES ON OUR NEW SYSTEMS AND THEN STARTING TO TURN THE DIAL ON HOW CAN THESE BE BETTER SET AND ERCOT IS WILLING TO AND IS COMMITTED TO TRANSPARENCY IN THAT PROCESS OF ARE THE ASDFS WORKING AS DESIGNED OR YOU KNOW, HERE'S WHAT WE'RE SEEING. UM, THERE IS CERTAINLY, UH, BACK TO THE VENTILATION COMMENT THAT SEAN'S PRESENTATION WAS ONE THAT PUT IN PERSPECTIVE OF SOME DISAGREEMENT ON ERCOT APPROACH. I'LL LEAVE IT AT THAT. UH, SO WE'LL CONTINUE TO MONITOR AFTER GO LIVE AND OPEN TO CONTINUED DISCUSSION AND BASED ON PRODUCTION OBSERVATIONS. OKAY. CAN WE TAKE BOB'S QUESTION BECAUSE I'M ASSUMING IT'S ON THE, THE TOPIC WE JUST WENT OVER? GO AHEAD BOB. I THINK IT'S SLIDE NINE. YEAH. OKAY. WHEN YOU WERE TALKING ABOUT THE CLOSED LOOP, UH, TESTING AND YOU HAVE 900 MEGAWATTS WENT DOWN TO THREE 50, UH, ON THAT WERE EXEMPT, NOT EXEMPTED, BUT WERE NOT PART OF THE TEST. YES. AND YOU SAID TALKED ABOUT RECOMMISSIONING. FOR THOSE THAT WERE NOT IN PART OF THAT, I'M ASSUMING YOU'RE TALKING ABOUT YOU HAVE TO REDO THE PART TWO TO PART THREE COMMISSIONING. IS THAT WHAT THAT IS? COMMISSIONING? I'LL HAVE THE STORY ON THAT SOON. WHAT WE'RE TALKING ABOUT IF YOU WENT INTO ON TEST OR ON THE SIDELINE DURING THE TWO HOUR WINDOW, WHAT HAPPENS WHEN WE GO LIVE IN THE FOREVER WINDOW? SO IT'S THE IDEA OF PUTTING [03:10:01] THEM BACK INTO THAT. I'M NOT QUESTIONING, I JUST WANNA MAKE SURE THAT, THAT THERE'S AN UNDERSTANDING OF WHAT WE MEANT BY THE, THE RECOMMISSIONING. THAT'S I, I'LL GET WITH YOU LATER ON THAT. YEAH, THAT'D BE GREAT. NOW WE'LL HAVE IT IN THE MARKET CALL ON THIS COMING MONDAY BECAUSE I WAS ASKING AG AND SOME OTHER PEOPLE THAT SAME QUESTION OF WHAT, WHERE DO YOU GO BACK TO? OKAY. ALRIGHT. THANK YOU. VERY GOOD. GOOD QUESTION. OKAY, LET'S GO TO SHAMS. YEAH. UM, WHEN WE WENT THROUGH THAT DEPLOYMENT FACTOR DISCUSSION, WE IDENTIFIED THAT UM, YOU KNOW, THERE'S A DISCREPANCY BETWEEN UH, R UH, DURATION REQUIREMENTS AND SC DURATION REQUIREMENTS. UM, FOR EXAMPLE, R DURATION REQUIREMENT FOR NON SPEND IS ONE HOUR SCHEDULED DURATION REQUIREMENT IS FOUR HOURS. SO THAT CREATES INEFFICIENCIES. UM, AND ALSO MAKES IT DIFFICULT FOR PEOPLE TO, UH, YOU KNOW, PUT IN THEIR HOUR BEGINNING STATE OF CHARGE AND STUFF LIKE THAT. SO I THINK THERE WAS GENERAL, UM, AGREEMENT THAT, YOU KNOW, THIS INCONSISTENCY AT LEAST NEEDS TO BE ADDRESSED IN SOME WAY. AND I WAS WONDERING IF, YOU KNOW, I KNOW THAT FOR GO LIVES WE HAVE THESE DISTRI UH, DEPLOYMENT FACTORS, BUT IF ERCOT, UH, WOULD, YOU KNOW, TAKE THE LEAD OR LOOK INTO WHETHER THEY CAN SUBMIT AN NPRR TO AT LEAST ADDRESS THE INCONSISTENCY BETWEEN THE DURATIONS IN SC VERSUS R? YEAH, AND I DON'T HAVE IT IN THESE SLIDES. I WILL SAY PART OF THE POST GO LIVE IS THE, OKAY, WE MADE IT THROUGH, HERE'S THE ISSUES AND IT'S ALSO THE, AS WE SUNSET THIS GROUP IN THE JANUARY TIMEFRAME, WHERE DO THESE ISSUES LIVE ON? SO THERE'S BEEN A LOT OF, UH, YOU KNOW, WE'VE COME ACROSS SOME ISSUES THAT HAVE CREATED A LOT OF CONCERN. SO AS DEPLOYMENT FACTORS CAN GO RIGHT ALONGSIDE THE AS DEMAND CURVE SHAPE THEMSELVES CAN GO ALONGSIDE THE ORDC PIECE THAT WE'RE USING, THAT CAN GO ALONGSIDE THESE OTHER PIECES. SO WE'RE DEFINITELY COMMITTED TO HIGHLIGHTING ALL OF THESE AND WHAT IS THE NEXT PATH FORWARD. UH, SO SHAMS, I SEE THAT AS BEING A PART OF THE DISCUSSION OF WHAT'S THE MOST IMPORTANT THING TO WORK ON AND WHAT IS PASSED BACK TO TAC AS A HIGH PRIORITY ITEM. I GUESS WE TAKE THAT UP AT WMS OR SOMETHING IF THIS GROUP IS UH, RETIRED, WOULD THAT BE THE PROCESS? YES. YES. THIS GROUP WILL NOT LIVE ON AFTER THE FIRST QUARTER OF 2026. SO, AND THAT'LL BE KIND OF TACK DISCUSSION OF WHERE DO THINGS GO? DO THEY GO TO WMS AND ROS KINDA LIKE THE OLD TASK FORCE WHEN THEY WERE RETIRE. HERE'S THE LAUNDRY LIST AND HOW ARE THEY ASSIGNED OUT, IF AT ALL? OKAY, THANKS. CAN WE MAY MAYBE TALK ABOUT THAT OFFLINE WITH, WITH MARTHA AND I AND KEITH. UM, YOU KNOW, IT STRIKES ME IN, IN TALKING TO STAFF AND, AND COMMISSIONERS ALSO, THERE'S A NUMBER OF COMMISSION ITEMS WHERE THEY SAID, YOU KNOW, ONCE WE HAVE MORE DATA FROM RTC, WE WANT TO GO BACK AND REVISIT. I KNOW WE'VE BEEN DOING THE PRIORITIZATION EFFORT, BUT I, I FEEL LIKE AS SOON AS RTC GOES LIVE, YOU'RE GONNA HAVE MAYBE EVEN MORE ON YOUR PLATE, MORE VARIED THINGS, RIGHT? ALL THE THINGS YOU SAID WE'LL GET BACK TO AFTER RTC, ALL THE THINGS YOU SAID, YOU KNOW, WE CAN REVISE AS WE GO ALONG IN RTC AND HAVE DATA. SO I I YOU, YOU KNOW, WE THINK REALLY HIGHLY OF YOU AND YOU'RE THE BEST PERSON TO KIND OF PROJECT, MANAGE AND ORGANIZE THINGS. SO I WOULD LOVE IF WE COULD HAVE YOU AT LEAST SET US UP FOR SUCCESS WITH ALL THE THINGS THAT WE SAID WE WOULD GET BACK TO ONCE WE HAD A COUPLE MONTHS OF OPERATIONS UNDER OUR BELT AND, OR, OR THEY, YOU KNOW, STAFF SAID ONCE YOU HAVE THE DATA FOR, SO THAT SEEMS A LITTLE BIT EARLY TO ME TO SUNSET THE GROUP FOR THAT REASON. BUT MAYBE IT'S NOT EVERY MONTH. MAYBE IT'S EVERY OTHER MONTH OR EVERY QUARTER FOR A WHILE, BUT WE CAN, WE CAN FOLLOW UP WITH YOU THERE. SOUNDS GOOD. AND THEN I HAD ONE OTHER KIND OF SMALLER QUESTION ON THE QCS. WITHOUT RESOURCES, IS THERE ANYTHING YOU NEED FROM TAC PARTICULARLY THAT TRADING SEGMENT? LIKE IS THERE ANYTHING WE CAN DO TO HELP TO MAKE SURE PEOPLE ARE, ARE AWARE AND READY? YES. , I, YOU KNOW, THAT'S THE, SO WHAT HAVE WE DONE? WE'VE BLASTED THIS. SO LEMME TELL YOU WHAT WE HAVE DONE AND THEN YOU CAN FIGURE OUT HOW YOU WANT TO HELP. OKAY. SO WE SEND IT TO EVERY AUTHORIZED REPRESENTATIVE AND BACKUP AUTHORIZED REPRESENTATIVE ON RECORD WITH ERCOT TO ALL OF THEM. SO, AND INSTEAD PLEASE RESPOND IF THEY DON'T RESPOND, WE'RE CALLING THEM. NOW I WILL SAY, I'M TELLING MY GUYS TO LOOK AT THE DAY AHEAD MARKET PARTICIPANTS AND GO AFTER THOSE PEOPLE FIRST, BECAUSE I'M NOT SO WORRIED ABOUT, I WON'T THROW OUT A NAME, A COMPANY THAT DOESN'T PARTICIPATE IN OUR ACTIVITIES. OKAY. WE'RE TRYING TO FIND ACTIVE QU TO REACH OUT TO. SO, OKAY, SO MAYBE, YOU KNOW, I KNOW THERE'S SEGMENT LISTS AND WE'RE DOING ELECTIONS, SO MAYBE IT'S AS EASY AS A, A NOTE ON THE IPM SEGMENT [03:15:02] ELECTION EMAIL FROM MY FRIEND JEREMY THAT SAYS, BUT BY THE WAY, ER, KAT SENT THIS OUT. CAN PEOPLE MAKE SURE THEY'VE RESPONDED OR SOMETHING? , YOU DON'T HAVE TO SAY ANYTHING . WE WOULD LOVE PEOPLE TO SHARE THIS INFORMATION. MAYBE IT'S MY FRIEND SETH, OR MY FRIEND SHANE. YEAH. ALRIGHT. MAYBE IT'S MY HUSBAND KEVIN. IF HE'S LISTENING WE'LL MAKE SURE SOMETHING HAPPENS. OKAY. OKAY. UM, IKA, WHY DON'T WE GO AHEAD AND GO TO YOU IN THE QUEUE. YEAH. UH, YOU BRING VERY GOOD POINTS. REALLY, MATT? I WAS NOT, AND THAT ASSUMPTION THAT RTC TASK FORCE WILL GO AWAY IMMEDIATELY THROUGH NEED STABILIZATION, BECAUSE ONE OF THE PERFORMANCE MEASURES IS RTC STABILIZATION, INCLUDING ASCS AND ALL THE OTHER STUFF. AND ALSO YOU'LL HAVE INITIAL SETTLEMENTS, BUT YOU'LL HAVE FINAL AND TRUE UP FROM THE, UH, OLD SYSTEM, WHICH MAY USE THE DATA FROM THE NEW SYSTEM. I DON'T KNOW HOW MUCH SETTLEMENT IS TESTED, SO I WAS THINKING MAXIMUM MAYBE SIX MONTHS. BUT I THINK TECH AND STAKEHOLDERS SHOULD DISCUSS, UH, IT'LL BE A GOOD PLACE RTC TASK FORCE TO BE AROUND FOR A WHILE. OKAY. WELL THAT MAKES SENSE. SO WHAT, WHAT I DID DIDN'T WANNA GET CAUGHT UP IS I ALREADY HEARD JOKES ABOUT RTC PHASE TWO. SO THAT'S NOT IN A TASK FORCE AT THIS POINT, BUT IF THERE IS A STABILIZATION PIECE AND THE WRITING OUT OF ISSUES AND GETTING THOSE ASSIGNED TO A SAFE LANDING SPOT OR DEALING WITH THEM THERE, WE CAN DO THAT. YEAH. AND MAYBE IT'S NOT THAT, YOU KNOW, NEW NPR ONLY GO THROUGH THAT. THEY CAN GO THROUGH THE REGULAR PROCESS, BUT I WAS THINKING SORT OF THE SAME THING. RIGHT? AT LEAST THAT'S WHERE YOU HAVE THE KIND OF PLAN AND, AND TIMELINE FOR WHAT, WHAT PIECES NEED TO BE DONE NEXT AND, AND MAYBE SOME ISSUE SPOTTINGS BROUGHT THERE TOO. VERY GOOD. YEAH, THE PLAN WASN'T TO COME IN JANUARY, JUST DROP THE MICROPHONE. SO, UM, BUT YEAH, IT'LL MAKE SENSE. LET'S LOOK THROUGH THE LIST AND FIGURE OUT WHAT WORK NEEDS TO HAPPEN, WHICH TASK FORCE OR WMS TAKES IT ON, SO, OKAY, GREAT. I THINK IT WOULD BE GOOD JUST TO HAVE A LIST OF ALL THOSE THINGS. YEAH, WE'VE, WE'VE SAID WE WOULD REVISIT AFTER OPERATIONS AND DATA. I'M SURE YOU HAVE THAT, BUT I THINK IT WOULD BE GOOD TO, TO GET STAKEHOLDER INPUT AND, AND MAKE SURE THAT'S PUBLIC TOO. YEAH, WE'LL FOLLOW UP ON THAT ONE. OKAY. ARE YOU GOOD IKA ON THAT CONVERSATION? GREAT. ALRIGHT. THANK YOU BOTH. LET'S GO TO NED . ALL RIGHT, WELL, UH, THAT'S, THAT'S MAYBE SOME GOOD NEWS THAT THE TASK FORCE WILL CONTINUE ON FOR A LITTLE BIT. UH, I WAS, I WAS GONNA SAY, I'M GONNA MISS GETTING TOGETHER AT LEAST ONCE A MONTH, IF NOT, UH, TWICE A MONTH OR SOMETIMES THREE TIMES IN A DAY. THAT'S RIGHT. UM, I DO BUY YOU FOOD, NED. IT IS, YOU DO BUY FOOD AND THAT, THAT THOSE, UH, THAT THOSE HERE ARE THE CALENDARS HELP TO, UH, UP THE MEDICINE GO DOWN, UM, . SO, WELL, FIRST OF ALL, MATT PREEMPTIVE CONGRATULATIONS. THIS HAS BEEN A LONG, LONG PROCESS TO GET TO THIS GO LIVE POINT. SO CONGRATULATIONS TO YOU AND THE WHOLE TEAM. UH, IT'S PROBABLY NO SURPRISE, I AM NOT THE, I'M NOT THE MOST EAGER ABOUT REALTIME CO OPTIMIZATIONS IMPACTS ON THE MARKET, BUT I, I RECOGNIZE THE AMOUNT OF WORK THAT'S GONE INTO IT AND YOU'VE DONE, UM, I I THINK A A YOU AND THE TEAM HAVE DONE A, A, A FANTASTIC JOB OF TRYING TO MANAGE THAT SHIP OVERALL. IT'S, IT HAS BEEN A BIG BEAST AND IT HAS HAD FITS AND STARTS OVER THE LAST, WHAT, SEVEN YEARS? SEVEN YEARS. UM, SO IT QUITE, QUITE THE ACHIEVEMENT I THINK TAX SHOULD RECOGNIZE. UM, SO PREEMPTIVE, CONGRATS. WE'LL TALK, I'M, I'M LOOKING FORWARD TO TALKING IN IN JANUARY AND SEEING, YOU KNOW, WHAT YOUR POSTMORTEM IS. UM, I, I DID WANT TO, I ALSO THANK YOU FOR HIGHLIGHTING THE, AS SDFS AS SOMETHING THAT'S GONNA BE IN THAT PARKING LOT OF THINGS TO COME BACK AND, AND LOOK AT IN THAT SHORT LIST BECAUSE, UM, YOU KNOW, FOR FOLKS THAT WEREN'T TUNED INTO THAT DISCUSSION, THIS IS ONE THAT I THINK IS, UH, UH, SOMETHING THAT COULD COME BACK AND BE OF IMPORTANCE FOR, UM, PARTICULARLY FOR, FOR MARKET PARTICIPANTS THAT OWN AND OPERATE GENERATION RESOURCES, UH, THAT CAN BE SUBJECT TO R UM, AND, AND THIS OPENS UP, I THINK A LOT OF, UH, A LOT OF ISSUES AROUND HOW DO WE MANAGE RISKS ON THE SYSTEM, UM, PARTICULARLY WITH A CHANGING RESOURCE MIX. AND, YOU KNOW, THIS IS THE, THIS IS THE WAY THAT OUR CO'S GOING TO IMPLEMENT IT. THEY CAN CHANGE IT QUICKLY IF, UH, IF NEEDED, IF WE SEE SOME UNEXPECTED OUTCOMES, UH, WHICH IS GOOD TO KNOW. AND, AND THAT IS AN OPTION THAT'S ON THE TABLE. BUT, UM, I, THE, THE ASDFS IN GENERAL SEEM LIKE IT'S A WAY THAT, UH, THE OPERATIONAL RISKS OF A MAR OF MARKET DESIGN DECISIONS CAN BE, UH, KIND OF FOISTED ON CERTAIN RESOURCE CLASSES VERSUS OTHERS. AND SO AS A, AS A STAKEHOLDER BODY, I, I WOULD LIKE TO ENCOURAGE ALL OF US TO ENGAGE WITH ERCOT IN THINKING ABOUT HOW WE CAN ACHIEVE THIS KIND OF OUTCOME THROUGH MARKET SIGNALS AND, AND HAVE THAT BE [03:20:01] OUR SUSTAINABLE APPROACH. AND I KNOW, YOU KNOW, WE HAD SOME ROBUST DISCUSSION ABOUT THIS AT THE, AT THE LAST TASK FORCE. AND, UH, TIKA, YOU THANK YOU FOR ALL THE, THE BACK AND FORTH ON THAT AND WE'LL, WE'LL CONTINUE ON. I JUST WANTED TO FLAG THAT FOR, FOR THIS GROUP. MARKET MARKET FORCES ARE ALWAYS, UH, ALWAYS PREFERABLE. BUT, UM, WITH THAT, I'LL, I'LL CLOSE COMING BACK TO CONGRATS AND THANKS FOR, THANKS FOR ALL THE SANDWICHES AND, AND GOOD DISCUSSION AND YEAH. AND SOME OF THE SUPERHEROES ARE IN THE MEAN, SO THERE'S A LOT OF PEOPLE TO THINK THAT'S, THANK YOU ON BEHALF OF THE TEAM. ALRIGHT, WELL, WE'RE NOT DONE YET. 'CAUSE NOW I'M GONNA TELL YOU THE BAD NEWS. SOME STUFF DOESN'T WORK, SO LET'S JUST BE HONEST. SO WE HAD ABOUT 150 REPORTS THAT ARE MODIFIED. UH, SOME ARE NEW, SOME ARE RETIRING AND SOME ARE MODIFIED. UH, WE FILED WITH THE COMMISSION A LI THE HEADS UP ON LIKELY PROTOCOL VIOLATIONS RELATED TO FOUR REPORTS. I'M NOT GONNA READ THROUGH EACH OF THESE, BUT SUFFICE IT TO SAY THESE ARE, OF THOSE 150 REPORTS, SOME AREN'T A HUNDRED PERCENT ACCURATE. AND SO THERE'S THE THREE THAT I'VE LISTED HERE ON THE SCREEN THAT ARE IN THE SLIDES. UM, SORRY. SO IT'S THREE REPORTS. AND THEN THE COMPETITIVE CONSTRAINT TEST. UH, THIS IS WHERE AS WE HAVE THE REQUIREMENTS AND LOOK CLOSER PROTOCOLS, WHEREAS THE CONSTRAINT COMPETITIVE TEST, WE'RE JUST TAKING HALF THE BATTERY, NOT THE FULL RANGE OF THE BATTERY POSITIVE AND NEGATIVE. SO TO GET TO THAT POSITIVE AND NEGATIVE CALCULATION INTO THE COMPETITIVE CONSTRAINT TEST, WE'RE GONNA FIX THAT AS SOON AS POSSIBLE AFTER GO LIVE. SO IT'S DOING A PARTIAL FOR THE BATTERY, BUT NOT A FULL THE BATTERY. UM, SO THAT'S THE ONE PIECE. AND THEN THIS NEW PIECE WE TALKED ABOUT BRIEFLY AT THE R-T-C-B-T-F, JUST AS WE WERE LIKE TURNING OFF THE LIGHTS AT THE MEETING, WHICH IS BY THE WAY, WE DISCOVERED, UM, AS NPR 1268 WENT THROUGH, IT INCREASED FOR MARKET CLEARING PURPOSES. SOME OF THE AS DEMAND CURVES UP TO $9,000, WELL PRICING DURING AN EEA EVENT COULD THEN BE SET AT $9,000. SO WE'RE DOING A URGENT NPR THAT WILL BE OUT THE DOOR IN THE NEXT FIVE TO 10 DAYS. AND THAT NPR, AND IN THE MEANTIME, WE'RE GONNA FIX OUR SYSTEMS TO NOT PRINT $9,000 PRICES AS SOON AS WE CAN AFTER GO LIVE. SO IN A WAY, WE'RE GOING LIVE WITH SOMETHING THAT MAY OR MAY NOT SHOW UP BECAUSE IT ONLY SHOWS UP IN AN LOAD SHED TYPE EVENT WHERE WE DON'T WANT TO BE. SO, UH, JUST WANTED TO BE TRANSPARENT WITH THAT AND WHY YOU'RE GONNA SEE AN URGENT NPR COME ACROSS THE WIRE. UH, AND THEN LASTLY IS THIS NON-PAYING RESERVE DEPLOYMENT. SO I SHARED IN THE AGENDA WE HAD A PROCEDURE THAT HAS NOT BEEN UPDATED. WE HAD THIS NONS SPIN DEPLOYMENT PROCEDURE. I WASN'T GONNA READ THROUGH IT ALL, BUT IT STILL HAS THE WORD HASSLE IN IT. SO WHERE WE PUT IN THE WORD HASSLE, WE'RE GONNA PUT IN THE CALCULATION OF ITS HSL MINUS THE ANCILLARY SERVICE AWARDS ON THAT SAME PIECE. AND SO I, I THINK WE'RE IN THE PROCESS OF POSTING IT TODAY FOR THE DECEMBER 12TH R-T-C-B-T-F TO START TO WALK THROUGH THE DETAILS OF THAT TO MAKE SURE NOTHING'S WRONG. UM, THEY JUST WANTED TO SHARE THAT PIECE. AND THEN THE LAST, YOU KNOW, IN TERMS OF THE WIND DOWN TO GO LIVE, WE HAVE A TWG MEETING, THAT'S THE TECHNICAL MEETING THAT COVERS ALL THE RTC PIECES. SO NEXT MONDAY, THANKSGIVING WEEK, YES, WE HAVE A MARKET TRIALS CALL. OUR SYSTEMS WILL BE UP AND RUNNING, AND THEN WE GET INTO, UM, DAILY CALLS DECEMBER 1ST THROUGH FIFTH. THESE WILL BE ONE HOUR LONG FROM 10 TO 11 EVERY DAY. WE'RE GONNA TALK ABOUT THIS STUFF UNTIL EVERYONE'S BOARD'S JUST WAITING FOR DECEMBER 4TH AT THAT POINT, I'LL BE HONEST. AND THEN ALSO, IF YOU WANTED TO CATCH YOUR SHOP UP ON ALL THE CUTOVER DISCUSSION, THIS CUTOVER WORKSHOP FOR QUEASY WAS A LOT OF INFORMATION TO GO COVER. SO WE'LL BE BOILING THAT DOWN AND BRINGING IT IN THE WEEKLY CALLS, BUT THAT'S THE DEEP DIVE ON EVEN URL ADDRESSES AND STUFF LIKE THAT. SO HERE'S MY NAME AND NUMBER, UH, RTC B@ERCOT.COM. THAT THING WILL BE UP AND RUNNING THROUGH STABILIZATION. WE HAVEN'T TALKED ABOUT WHAT HAPPENS AFTER THE FIFTH SATURDAY AND SUNDAY. ERCOT IS STILL WORKING. THE BOARD IS ON MONDAY THE EIGHTH. THAT'LL BE EXCITING. SO, UM, WE COME OUT OF RTC AND THEN AGAIN, WE'LL HAVE ANOTHER TASK FORCE MEETING. THE 12TH IS NOW IS A PUC MEETING. WE'LL MOVE IT OFF THERE. BUT, UH, THIS IS KIND OF ALL HANDS ON DECK FOR THOSE FIRST TWO WEEKS AFTER GO LIVE. SO, SORRY I HAD A LOT OF INFORMATION I REALLY WANTED TO SHARE AND I'LL STOP. IT WAS GREAT. THANK YOU. OKAY, LET'S GO TO BRIAN SAMS. HEY MATT, YOU, YOU JUST KIND OF BREEZED THROUGH THAT $9,000 COMMENT. I JUST WANNA MAKE SURE THAT, UM, REALLY THAT IT'S NOT ACTUALLY POSSIBLE WE WOULD BE CAPPED AT 5,000 IF THE SCENARIO OR TO MANIFEST ITSELF. SO I DON'T WANT THAT EITHER. ARE WE AGREEING? YES. YES. SO WE ARE DOING EVERYTHING WE CAN WITHOUT CREATING RISK TO GO LIVE TO FIX THAT AS SOON AS HUMANLY POSSIBLE AFTER GO LIVE. SO THERE'S A SQUEEZE IN THIS. WE ARE MAKING ROOM FOR EMERGENCY FIXES THIS WEEK, AND THAT IS ONE OF THOSE WE HAVE AS AN EMERGENCY FIX. OKAY. SO JUST TO RECAP, UH, IT'S AN ISSUE YOU'VE IDENTIFIED AND [03:25:01] IT SHOULDN'T EVER HAPPEN BECAUSE YOU'VE IDENTIFIED THE ISSUE. I HAVE IDENTIFIED THE ISSUE AND I'M FILING AN NPR. RIGHT? IT WILL NOT BE BOARD APPROVED FOR MONTHS. AND IN THE MEANTIME WE'RE GONNA GO AHEAD AND ACTUALLY VIOLATE PROTOCOLS AND SNAP IN THE LOGIC TO KEEP IT AT 5,000 RIGHT? IN THE DAYS AFTER THE LIFE. SO THERE'S, THERE'S NOT AN ACTUAL RISK. IT'S LIKE THE RISK IS YOU'RE NOT FOLLOWING THE PROCESS, BUT IT, IT, I THINK EVERYONE AGREES THAT IT'S NOT CONTROVERSIAL, THAT IT'S WHAT NOT NON CONTROVERSIAL NOTING I DON'T THINK IS CONTROVERSIAL IS MY COMMENT. THANK YOU. YEP. THANK YOU FOR REINFORCING THE NEED FOR IT. THANK YOU. THANK YOU, BRIAN. ANY OTHER QUESTIONS OR COMMENTS FOR MATT? ALRIGHT. OKAY. ALL RIGHT. SEE YOU ON THE OTHER SIDE. THANK YOU. IT'S VERY EXCITING. [13. BHE Power Resources Application for Permanent Site-Specific Exemption from Compliance with ERCOT Nodal Metering Protocols, Section 10.3.2.3(5- 6) (Vote)] OKAY. UM, NEXT IS THE BHE POWER RESOURCES APPLICATION FOR PERMANENT SITE SPECIFIC EXEMPTION FROM COMPLIANCE WITH ERCOT PROTOCOL SECTION 10.3, 0.2 0.3, UM, WHICH IS NET METERING. I THINK WE HAVE FROM ERCOT SOME SUBJECT MATTER EXPERTS AS WELL AS LEGAL. I THINK IT'S BEEN FOUR OR FIVE YEARS SINCE WE HAD ONE OF THESE PROTOCOL EXEMPTIONS. SO I WILL TURN IT OVER TO WHOEVER IS SPEAKING FIRST FROM MURCOTT. YEAH, THIS IS NEIL CONNOR. I'M WITH, UH, BHE? OR IS THAT IS YOU WANT ME TO GO AND START OR, OKAY. FROM BHE. ALL RIGHT. GO AHEAD NEIL. YEAH, I, I, UH, I BROUGHT A MITCHELL, UH, SCHULTZ. HE'S, HE'S OUR SUBJECT MATTER EXPERT, AND I WAS GONNA LET HIM, HIM TALK ON THIS, IF THAT'S RIGHT. THAT'S ALL RIGHT. MAYBE CATHERINE, SHOULD WE START WITH AN OVERVIEW OF, OF KIND OF WHAT THIS IS AND WHY WE NEED TECH APPROVAL? SURE. WHY DON'T, WHY DON'T WE HOLD AND START WITH CATHERINE AND THEN WE'LL GO TO, TO MITCHELL. IS THAT OKAY? YEAH, THAT'S FINE. OKAY. THANKS CA. UH, CAITLYN, THIS IS CATHERINE GROSS WITH ERCOT LEGAL. UM, SO WHY WE'RE HERE? UM, BHE HAS REQUESTED AN EXEMPTION, UM, AS KAITLYN LAID OUT, UM, UNDER SECTION OF, UH, 10 POINT, 14.1 AND THREE OF THE ERCOT PROTOCOLS. UM, AN ENTITY CAN REQUEST A PERMANENT EXEMPTION, BUT THE PROCESS THAT'S LAID OUT IN THE PROTOCOLS IS THAT THAT HAS TO BE APPROVED, UM, FIRST BY TAC AND THEN BY THE BOARD. UM, AND SO THEY SENT IN THEIR, UH, REQUEST FOR A PERMANENT EXEMPTION EXEMPTION, UM, ON OCTOBER 28TH. AND SO THE PROCESS LAID OUT IN THE PROTOCOLS SAYS THAT IT SHOULD GO ON THE NEXT TAC MEETING FOR WHICH IT CAN BE NOTICED. UM, SO NEIL IS HERE TO ANSWER QUESTIONS, UM, AND FURTHER DESCRIBE THE EXEMPTION THAT THEY'RE REQUESTING. UM, BUT IT MIGHT BE HELPFUL, COREY, IF IT'S POSSIBLE TO PULL UP THE PROTOCOL THAT THEY'RE ASKING FOR AN EXEMPTION FOR, WHICH IS 10.3, 0.2 0.3. I, I HAVE A QUESTION BEFORE WE, WHILE WE'RE WAITING FOR THAT TO ARRIVE, UM, CATHERINE, DO YOU HAVE ANY HISTORY OF THE, UM, HOW MANY, HOW MANY EXEMPTIONS HAVE BEEN GRANTED IN THE PAST? DO YOU HAVE ANY? I DO NOT HAVE THAT NUMBER, BUT I THINK THAT, UM, AS CAITLYN MENTIONED, IT'S BEEN A FEW YEARS SINCE WE'VE GRANTED ONE. UM, THE EXAMPLES I LOOKED AT WERE, I BELIEVE FROM 2021 AND MAYBE 2015. OKAY. SO NOT SUPER COMMON. OKAY. AND, AND THEY ALL RELATE TO THIS PART OF THE, THE METERING SECTION THAT WE'RE GONNA LOOK AT HERE IN A MINUTE, RIGHT? NOT THIS PARTICULAR SECTION. OKAY. BUT TO, UM, 10 POINT, 14.1 AND THREE, TALK ABOUT METERING COMPLIANCE IN GENERAL. GOTCHA. SO MM-HMM . GOTCHA. AND SO I THINK NEIL AND MITCHELL CAN LAY IT OUT MORE, BUT THEY'RE REQUESTING THANKS, COREY, FOR BRINGING IT UP. THEY'RE REQUESTING AN EXCEPTION TO THE SECTION FIVE. THEY WOULD AUTOMATICALLY BE ABLE TO GET AN EXEMPTION OR EXCEPTION, I GUESS, UNDER SECTION SIX IF THEY WERE LESS THAN 500 KILOWATTS IN AGGREGATE, BUT THEY ARE OVER THAT, SO THAT'S WHY THEY'RE ASKING FOR A PERMANENT EXEMPTION. YES. SO I'LL JUST KIND OF TRY TO DESCRIBE IT FOR, FOR EVERYONE. UM, THE, THIS IS IN RE IN REGARDS TO, UH, THE PRI PLANT LOCATED IN, IN BIG SPRING. AND WHAT IT IS, IS IT'S TWO GAS TURBINES, UH, THAT WERE, UM, [03:30:01] UH, RUNNING SIMPLE CYCLE NOW AND HAVE, UH, ELECTRIC STARTING MOTORS ON THEM. UH, SO THE PLANT, UH, HOW, HOW IT, HOW IT STARTS UP IS THERE'S A, UH, AUXILIARY, UH, DISTRIBUTION TRANSFORMER THAT'S FED FROM A DEAD END DISTRIBUTION LINE THAT, UH, BRINGS POWER INTO THE PLANT AT 41 60. SO IT'S A 12 4 7 DISTRIBUTION LINE STEP DOWN TO 41 60 BRINGS POWER INTO THE PLANT, UH, TO GET THESE TWO, UH, GAS TURBINES STARTED UP. UH, AND OBVIOUSLY, UH, THEY'RE, UH, 75 MEGAWATT GAS TURBINES. SO WE EXCEED THE 500 KW DURING STARTUP, UH, WHILE WE'RE RUNNING THOSE, THOSE STARTING MOTORS. UM, HOW IT WORKS IS IF WE'RE, UH, IF WE'RE NOT GRANTED THIS EXEMPTION, UH, WE WOULD BE REQUIRED TO PUT AN EPS METER ON THE 41 60 FEEDER TO THE PLANT. UM, OUR UNDERSTANDING IS THAT IF WE DO THAT, UH, ERCOT WOULD THEN TAKE THE 41 60 OX LOAD AND IT WOULD DEDUCT IT FROM OUR GENERATION WHEN SETTLING OUR NET GENERATION. SO WE'RE, YOU KNOW, WHICH MAKES SENSE. HOWEVER, UM, ON COURSE TARIFF, UH, DOESN'T ALLOW 'EM TO TOTALIZE THE METERS FOR OUR TWO, UH, GENER, UH, GSUR STEPUP TRANSFORMERS, A T ONE AND 82, AND OUR STATION STARTUP TRANSFORMER, BECAUSE THEY'RE DIFFERENT VOLTAGES. SO THE, THE TRANSFORM THE TRANSMISSION TRANSFORMERS IN THE SWITCHYARD ARE A T ONE AND A T TWO, AND THEY ARE, UH, CONNECTED AT 3 45 WHILE THIS, UM, STARTUP TRANSFORMER IS CONNECTED TO THE DISTRIBUTION LINE AT 12 4 7. UH, SO THEREFORE, ENCORE WOULD BE TAKING THE 41 60 OX LOAD AND WOULD BE SENDING IT TO THE REP IN ERCOT, WHICH WOULD THEN RESULT IN, IN, UH, PRI BEING SETTLED FOR THE 41 60 OX LOAD BOTH INDIVIDUALLY AND HAVING IT DEDUCTED FROM OUR NET GENERATION, WHICH WOULD RESULT IN US OBVIOUSLY BEING SETTLED FOR THE SAME LOAD TWICE. UH, ADDITIONALLY, UM, DUE TO THE RELAY PROTECTION SCHEMES THAT ARE CURRENTLY IN PLACE, UH, THERE'S NOT A WAY TO FEED THE PLANT, UH, THROUGH THE A T ONE AND A T TWO, UH, TRANSMISSION TRANSFORMERS OUT THERE, UH, TO START THE GENERATION ASSETS UP. SO THAT, THAT'S, THAT'S THE ROOT OF THE REASON WHY WE'RE, UH, SEEKING FOR THIS EXEMPTION IF POSSIBLE. OKAY. BETH, GO AHEAD. GO AHEAD. WELL, NOBODY ELSE IS GONNA ASK THE QUESTION. I'LL ASK THE QUESTION. UH, I MEAN, THIS PLANT'S BEEN OPERATING A LONG TIME, AND IF MEMORY SERVES, THIS WAS ORIGINALLY DEVELOPED BY OUR FORMER LIEUTENANT GOVERNOR, HAD A ROLE IN THE DEVELOPMENT OF THIS PLANT. UM, IT, IT, YOU KNOW, WHAT, HOW DID THIS ISSUE COME TO LIGHT AFTER ALL THESE YEARS? UH, IT WAS BROUGHT TO OUR AWARENESS ACTUALLY BY ENCORE, UM, EH, PESKY ENCORE. I TELL YOU, , THERE AIN'T MORE TROUBLE THAN THERE WORLD. I, I DON'T, I, I DON'T KNOW THE, I DON'T KNOW THE HISTORY OF, YOU KNOW, WHAT WAS INVOLVED IN THE REVIEW OF IT. UH, YOU KNOW, WHEN THE, WHEN THE PROTOCOL CAME OUT OR ANY OF THE, YOU KNOW, HOW IT, HOW IT WAS UNDERNEATH THE RADAR. WAIT, I'M, CAN WE HEAR IT'S BEEN THERE FOR, FOR 35 YEARS? CAN YOU, CAN YOU GET A LITTLE BIT CLOSER TO, TO THE MIC OR PHONE? SORRY. YEAH. CAN YOU HEAR ME BETTER NOW? THIS IS MUCH BETTER, YES. OKAY. YEAH, I GUESS I'M NOT SURE, UH, WHAT, UH, YOU KNOW, WHO IS RESPONSIBLE FOR REVIEWING THIS PLANT, FOR BEING IN COMPLIANCE, UM, WITH, WITH THIS PROTOCOL AND, UH, HOW IT WAS, YOU KNOW, GRANDFATHERED IN OR SLIPPED UNDER THE RADAR FOR, FOR THAT MANY YEARS. BUT WE WERE FIRST BROUGHT, UH, TO OUR ATTENTION HERE WITHIN THE LAST SIX MONTHS. OKAY. MARTHA, GO AHEAD. THANK YOU. UH, MARTHA HENSON FROM ENCORE. I JUST WANTED TO ADD TO THE RECORD THAT, UM, ENCORE IS SUPPORTIVE OF THE METERING EXCEPTION REQUESTS. WE'VE, YOU KNOW, WORKED WITH THE FACILITY OWNERS ON ALTERNATIVES. NONE OF THEM ARE FEASIBLE, QUITE HONESTLY, AND SO WE THINK THAT THIS IS THE MOST, UH, REASONABLE APPROACH TO RESOLVE THE ISSUE. THANKS. OKAY. I, I SEE NO REASON WHY WE SHOULD NOT GRANT THE EXEMPTION. I THINK WE SHOULD GRANT THE EXEMPTION, AND IN FACT, I'D GO EVEN FURTHER AND SUGGEST IT MIGHT BE ABLE TO GO ON THE COMBO BALLOT. SO, OKAY. LET'S GO TO NED. AND THE FEES, DID YOU HAVE A COMMENT OR YOU JUST HAD THE HAND MOTION SECOND, THE COMBO BALLOT. I, I AGREE. IT SEEMS LIKE THIS IS SOMETHING WHERE THE, THE, THE ARRANGEMENT PROBABLY PRE-EXISTED. EVEN THE, THE, THE PROTOCOLS THAT ARE, WE'RE TRYING TO RECONCILE HERE AND HERE. COURSE ANY PROTOCOLS, ANY PROTOCOL, BOB SAYS. AND, UH, YEAH, IF ENCORE IS SUPPORTIVE, THEN I DON'T, I'M NOT HEARING A CONTROVERSY. [03:35:03] OKAY. BOB. DONE? GOOD? DITTO. OKAY. ANYMORE QUESTIONS OR COMMENTS? ALL RIGHT, LET'S PUT THIS ON THE COMBO BALLOT. UM, RECOMMEND APPROVAL OF THE DHE POWER RESOURCES APPLICATION FOR PERMANENT SITE SPECIFIC EXEMPTION FROM COMPLIANCE WITH ERCOT NODAL METERING PROTOCOLS. SECTION 10.3, 0.2 0.3. GOOD. ALRIGHT, [14. ERCOT Reports (Part 2 of 2)] THAT TAKES US BACK TO DOWN TO ERCOT REPORTS. WE DID THE RPG PROJECTS, SO WE ARE AT THE REALTIME MARKET PRICE CORRECTION. THANKS, COURT. MM-HMM . HELLO, UH, MATTHEW YOUNG, UH, SUPERVISOR FOR MARKET VALIDATION AT ERCOT. I'LL BE GOING OVER A PRICING EVENT WE HAD ON OCTOBER 14TH. AND, UH, SO THERE'S SOME BACKGROUND. ON OCTOBER 14TH, UH, CONTROL ROOM OPERATORS OBSERVED AN ABNORMAL SPIKE IN THE SHORT TERM LOAD F FORECAST THAT THEY WERE USING. USING, YEAH. AND, UH, THEY TRIED TO SWITCH OVER TO AN INTERNAL SHORT-TERM LOAD FORECAST, AND THERE WAS A BUG IN THE EMS SYSTEM THAT PREVENTED THE SWITCH FROM PROPERLY EXECUTING. THIS RESULTED IN THAT, UH, ABNORMAL SPIKE BEING CONSIDERED AND SENT TO SCED, UH, WHICH RESULTED IN A SPIKE IN, UH, SYSTEM LAMBDA OF AROUND $500 OR SO. UH, WE CAME, BECAME AWARE OF THE ISSUE ON THE 23RD OF OCTOBER, UH, MEANING WE MISSED THE TWO DAY DEADLINE FOR CORRECTING PRICES BEFORE THEY BECAME FINAL, WHICH IS WHY WE'RE HERE TODAY. UH, PURSUING A PRICE CORRECTION BY BOARD APPROVAL. MARKET NOTICE WAS SENT OUT ON NOVEMBER 17TH, NOTIFYING THE MARKET OF THE ISSUE AND THE IMPACT RESULTS AND OUR INTENT TO SEEK PRICE CORRECTION. OTHER CRITERIA NEEDED TO TAKE A ISSUE TO THE BOARD. UM, 18 MET THE FIRST CRITERIA OF TOTAL DOLLAR IMPACT TO THEIR, UM, COUNTERPARTY, UH, 2% OF 2%, AND ALSO GREATER THAN 20, I'M SORRY, 2%. AND ALSO GREATER THAN 20,003. COUNTERPARTIES MET CRITERIA NUMBER TWO, UH, 20%, ALSO GREATER THAN 2000. THE MAXIMUM VALUE IMPACT TO A COUNTERPARTY IS SHOWN BELOW. UH, THE MAXIMUM BEING $140,000 MAXIMUM PERCENTAGE FOR CRITERIA ONE WAS 21.91%, AND THE MAXIMUM PERCENTAGE FOR CRITERIA TWO WAS 1 46 0.42. THE, UH, MAXIMUM ESTIMATED CHANGE IN CHARGES DUE TO ERCOT IS SHOWN, UH, AT A NEGATIVE 812,000 IN CHANGE. UH, THAT NEGATIVE VALUE REPRESENTS, UM, A INCREASED PAYMENT TO MARKET PARTICIPANTS. AND FINALLY, UH, ERCOT ISS GONNA SEEK BOARD APPROVAL FOR THIS ON THE DECEMBER 8TH BOARD MEETING. UH, THAT'S IT. OKAY. BETH? YEAH, I, COULD YOU GO BACK A SLIDE AT WHICH ONE? MAYBE I, YEAH, THAT ONE I, MAYBE JUST, UH, THE MAXIMUM, MAXIMUM ESTIMATED CHANGE IN CHARGES DUE TO ERCOT, IS THAT THE MAXIMUM EXPECTED SUM OF CHARGES? YEAH. OKAY. ALRIGHT. I WASN'T SURE HOW TO INTERPRET THAT. YEAH, THANK YOU. ANY OTHER QUESTIONS? OKAY. DON'T SEE ANY OTHER QUESTIONS. ALRIGHT. OKAY. UM, THANK YOU. DO WE HAVE TO VOTE ON THIS? MM-HMM. NOPE. THIS IS JUST FOR AWARENESS BEFORE IT GOES TO THE BOARD. NO C NEEDED. [15. Other Business] ALL RIGHT. WE CAN GO TO OTHER BUSINESS NEW PROCESS FOR DASHBOARD CHANGES. AMY HELLO, I'M AMY LOFTON. I AM THE MANAGER OF THE ERCOT, UM, DIGITAL CONTENT MANAGEMENT GROUP. WE MANAGE ERCOT.COM, THE MOBILE APP AND OTHER DIGITAL CHANNELS. UM, A LITTLE BIT BACKGROUND ABOUT THIS. UH, WE GET LOTS OF FEEDBACK ON OUR MOST POPULAR CONTENT ON ERCOT.COM, WHICH [03:40:01] IS OUR DASHBOARDS. AND, UH, WE NEEDED A WAY TO TRIAGE THESE, UH, THESE REQUESTS. AND, UH, PRS HAD ASKED US TO COME UP WITH A PROCESS TO BE ABLE TO TRIAGE THOSE AND ALLOW MPS TO GIVE FEEDBACK ON NEW DASHBOARDS AS WELL AS EX CHANGING EXISTING DASHBOARDS. SO THAT'S WHY I AM HERE TODAY JUST TO REPORT THAT WE HAVE COMPLETED THAT. WE DID GO TO, UH, PRS LAST WEEK TO DISCUSS THIS WITH THEM. AND, UM, I THINK THEY ARE SATISFIED WITH THIS PROJECT, WITH THIS PROCESS. AND ALSO, UH, WE JUST WILL BE REPORTING BACK TO THEM, UM, SOME OF THE NUMBERS AND, AND SOME OF THE, UM, THE ITEMS THAT WE HAVE IN THE QUEUES. SO, UH, THIS NEW PROCESS, IT'S GOING TO, UH, BE ON OUR SERVICENOW PLATFORM, WHICH, UH, IS LIKE THE, WE CALL IT THE PUBLIC PORTAL. SO ANYONE CAN GO IN THERE, CREATE A, UH, AN E AN ACCOUNT, AND, UH, FILL OUT THIS FORM, AND THEN IT GETS ROUTED TO US. AND WE'LL WORK WITH INTERNAL DEPARTMENTS IN ORDER TO TRIAGE THOSE. UH, LOOK AT A LOT OF CRITERIA, WHICH IS IN THE APPENDIX OF THIS, UH, THIS, UH, SLIDE HERE. AND, UM, IN THIS FORM, YOU'LL BE ABLE TO, UH, SUBMIT A REQUEST FOR NEW DASHBOARDS, OR IF THERE'S ALREADY A, A DASHBOARD THAT YOU WANT CHANGE SOME KIND OF DATA ADDED OR SUBTRACT OR, OR, UM, SOMETHING OF THAT SORT, THEN YOU'LL HAVE A, A, UM, THE OPPORTUNITY TO DO THAT AS WELL. AND THEN IT SAYS THE ABILITY TO VOTE ON THE REQUEST. SO IN TRANSPARENCY, WE WILL HAVE ALL OF THESE REQUESTS ON ERCOT.COM. AND IN THE TOOL, IF YOU SEE, UM, A REQUEST THAT YOU WANT TO SAY, YES, I THINK THIS IS A GOOD IDEA, INSTEAD OF PUTTING IN A, A NEW REQUEST, JUST, UH, THERE'LL BE LIKE A TALLY THERE TO BE ABLE TO VOTE ON THAT ITEM. AND AGAIN, UH, TO BE 100%, UH, TRANSPARENT ABOUT ALL OF THESE, UH, REQUESTS THAT WE ARE GETTING. UH, WE WILL HAVE THIS ON THE GRID MARKET CONDITIONS DASHBOARD PAGE. UM, A LINK WILL BE THERE TO, TO SHOW ALL OF THE, UM, THE PRESENT REQUEST. SO ON, UH, THE DASHBOARD PAGE, THERE WILL BE A LINK, UH, TO GO TO THE SUB PAGE, UH, THE SUB PAGE. THIS IS JUST A MOCK UP HERE. SO, UH, THERE WILL BE A, UM, A DISTRIBUTION LIST THAT YOU CAN SUBSCRIBE TO. AND THIS WOULD BE LIKE, THERE'S A NEW REQUEST IF YOU WANNA GO AND READ ABOUT IT. UM, THERE WILL BE OTHER UPDATES AS WELL, SUCH AS, UH, WHEN WE PLAN TO, UH, START WORKING ON A REQUEST. UH, DOWN AT THE BOTTOM OF THE PAGE, YOU CAN ALSO SEE THE REQUESTS THAT ARE IN THE QUEUE, AND, UH, THE STATUS AND DESCRIPTION OF THOSE AS WELL. THIS IS A, A MOCKUP OF THE FORM THAT WILL BE USED. SO WE DO ASK THAT YOU DO PROVIDE YOUR ENTITY NAME. UH, WE ARE NOT ASKING FOR INDIVIDUAL NAMES, BUT, UH, WE JUST LIKE TO KIND OF SEE WHO'S ASKING FOR THE INFORMATION. UM, BECAUSE A LOT OF TIMES WE DO GET, UM, REQUESTS FROM THE SAME ENTITY FOR THE SAME, UM, FOR THE SAME ISSUE. UH, AND THEN HERE, OVER ON THE RIGHT, IT DOES TALK ABOUT THE, UM, UM, CASTING YOUR VOTE. SO AGAIN, IT WILL BE IN THE FORM IF YOU WANT TO, UH, VOTE ON A PARTICULAR, UM, ITEM THAT WILL BE AVAILABLE. AND, UH, JUST, UM, ONE THING TO ADD HERE THAT ERCOT DOES NOT MAKE ANY ASSURANCES THAT REQUESTS WILL BE ADOPTED AND THAT ALL REQUESTS WILL BE CONSIDERED. AND IF GRANTED, IT WILL BE WORKED IN ACCORDING TO ERCOT TIMELINE FOR DASHBOARD ENHANCEMENTS AND REQUESTS OF WHAT'S UP THAT MEANS IS ONCE IT COMES IN AND, UM, WE THINK THAT IT'S A GREAT IDEA AND IT CAN, THE DATA'S THERE, WE CAN, UM, PROCESS THE REQUEST AND PUT IT OUT THERE ON DOT COM. UM, THEN WE WILL NEED TO GO THROUGH OUR, UH, PROJECT. UM, SO TROY ANDERSON, UM, HE, HE TALKS A LOT ABOUT THAT. SO, UH, THAT'S THE PROCESS THAT WE HAVE TO FOLLOW AS WELL. IT'LL, IT'LL BE PRIORITIZED, UM, AS, UM, AS THE OTHER PROJECTS ARE. UH, IF YOU DO NEED TO CONTACT US, UH, YOU CAN JUST SEND IT TO THE WEB MASTER@ERCO.COM. AND, UM, ALSO THE, THE FEEDBACK IS [03:45:01] AVAILABLE THROUGH OTHER, UH, COMMITTEES AS WELL. SO I'LL PAUSE THERE IF THERE'S ANY QUESTIONS OR COMMENTS. BRIAN, HEY, AMY, THANKS FOR BEING HERE TODAY. UH, THIS IS LIKE A VIRTUAL COMMENT BOX THAT YOU'VE CREATED HERE TO RECEIVE SUPPORT FOR CHANGES. I JUST, AT WHAT POINT DO YOU TAKE SOMETHING SERIOUSLY? HOW MANY, HOW MANY AFFIRMATIVE VOTES DO YOU NEED TO GET TO BE LIKE, TROY, WE WANNA TALK ABOUT THIS. UM, I WILL, UH, GO OVER HERE TO, UH, THIS SLIDE TO KIND OF TALK ABOUT THAT. SO IT'S, IT'S NOT LIKE, UM, WE'RE, WE'RE PICKING AND CHOOSING, IT'S CONSIDERED ON A LOT OF DIFFERENT THINGS, SUCH AS, UM, UM, YOU KNOW, WHAT'S THE LEVEL OF EFFORT? UM, IS THE DATA ACTUALLY AVAILABLE OR DO WE HAVE TO GO AND CREATE THE DATA OR CHANGE THAT, UH, TABLES TO GET THE DATA? UM, AND THEN THE, THE OTHER THING IS, UM, IF IT'S A, IF IT, IF, IF IT'S BE BEST FOR THE MARKET TO PUT IT OUT THERE AND ERCOT CAN DO IT, THEN WE, WE WANT TO DO THAT. UM, WE DON'T WANT TO HOLD BACK ANY INFORMATION. BUT THE REASON WE'RE PUTTING IT IN THIS PROCESS AND TRIAGING IT IS BECAUSE WE JUST GET SO MANY REQUESTS, AND IT'S NOT, IT DOESN'T FOLLOW THE NPRR PROCESS BECAUSE IT'S NOT PROTOCOL, AND WE DON'T WANNA IN THE SYSTEM CHANGE REQUEST BECAUSE IT'S NOT AN ACTUAL SYSTEM. SO, DID I ANSWER YOUR QUESTION? I MEAN, IF I, IF I CALL BETH AND I SAY, HEY, BETH, I'VE GOT A GREAT IDEA. AND SHE SAYS, YEAH, OKAY, THAT'S AN OKAY IDEA. I'LL, I'LL PLUS ONE ON YOUR IDEA. I MEAN, I, I GUESS HOW, HOW MUCH, HOW MUCH SUPPORT DO YOU NEED TO MAKE A A, A CHANGE? I, I HEARD YOU SAY, WE'LL LOOK AT IT, BUT, UM, I, I DON'T THINK IT'S A, A, UM, A CERTAIN NUMBER THAT WE NEED. I JUST THINK, UH, THAT IT, IT NEEDS TO BE SUPPORTED. SO, SO THE TALLYING IS REALLY MORE OF A, I THINK THIS IS A GREAT IDEA AND I WANNA SEE THIS AS WELL. IT'S NOT THAT WE NEED 10 VOTES FOR IT, OR, THANK YOU. GO AHEAD, BETH. YEAH, IF I COULD, IF I COULD ASK IT IN A, I'LL ASK BRIAN'S QUESTION IN JUST A, FROM THE DIFFERENT PERSPECTIVE. SO IN GOING THROUGH THE CONSIDERATIONS, ERCOT SAYS, YEAH, THIS, I CAN'T DO THIS. HOW WILL THAT GET COMMUNICATED? OH, IT WILL, UH, PUT IT OUT ON, UM, UH, BACK ON THIS PAGE. OKAY. SO IT, IT WILL BE THERE, THE SHORT DESCRIPTION, AND SO THE STATUS, IF, IF IT'S RESOLVED, I, I DON'T KNOW IF WE'RE GONNA USE THE WORD RESOLVED . OKAY. BUT, UH, IT WILL BE TRANSPARENT HERE. WE CAN ALSO SEND IT OUT IN THAT SUBSCRIPTION, UH, EMAIL SERVICE. YEAH. I, I, I WOULD SUGGEST THAT, YOU KNOW, 'CAUSE WHAT, THERE'S 30 PEOPLE, 50 PEOPLE IN THIS ROOM, WE COULD COME UP WITH 150 IDEAS YES. IN 10 MINUTES OF, OF IMPROVEMENTS. UM, AND IF I, I, I WOULD HIGHLY ENCOURAGE YOU TO NOT USE THE WORD RESOLVED. OKAY. AND TO MAKE A DIFFERENCE BETWEEN NOT GONNA DO IT AND, YOU KNOW, BEING IMPLEMENTED, UH, YOU KNOW, I THINK THAT'S GONNA BE AN IMPORTANT, UH, IMPORTANT MESSAGE GIVEN THE SORT OF THE OPENNESS WITH WHICH I, I VALUE THE OPENNESS, WHICH WITH, WITH WHICH THIS IS GOING, THIS PROCESS IS GOING TO OCCUR. OKAY. I THINK YOU'D ALSO WANT TO DIFFERENTIATE BETWEEN NOT GONNA DO IT EVER AND NOT GONNA DO IT RIGHT NOW. CORRECT. THAT'S A GOOD POINT. YEAH. OKAY. LET'S THINK ABOUT, YEAH, I, I GUESS WHAT I'M THINKING ABOUT IS, SO YOU WANT THIS TO, YOU WANT, BRIAN, IF HE HAS A GREAT IDEA TO SUBMIT SOMETHING, CALL BETH AND ME AND 10 OTHER PEOPLE INSTEAD OF SUBMITTING AN SCR CORRECT. OR AN NPRR. AND IT'S VERY TRANSPARENT. I JUST DON'T KNOW IF WE'RE ALL GOING TO REMEMBER TO, TO GO LOOK AT IT. SO I'M WONDERING IF WE WANT UPDATES ON THIS EVERY ONCE IN A WHILE AT PRS OR SOMEWHERE. YES. PRS DID ASK, UH, OKAY. ESPECIALLY THE FIRST, UH, FEW MONTHS, UH, TO COME BACK WITH THEM. AND TROY IS, HAS, UH, VOLUNTEERED TO PUT THAT IN HIS REPORT. OKAY. I LOOKED AT DIANA WHO WASN'T THERE, AND MAYBE IT DOESN'T NEED TO BE EVERY MONTH, BUT MAYBE EVERY QUARTER OR SOMETHING. GOT IT. OKAY. ANY OTHER QUESTIONS OR COMMENTS THERE? I I, I'LL JUST, I'LL JUST WRAP THIS UP 'CAUSE IT'S, IT'S, UH, THIS WHOLE EFFORT, I THINK MAYBE GOT INITIATED BY THE SUBMISSION OF SCRA 26. CORRECT. WHICH, UM, WAS, UH, UH, SCR SUBMITTED BY THE RESIDENTIAL REPRESENTATIVE. UM, OUR, OUR EXPECTATION IS ONCE WE KIND [03:50:01] OF GET IT UP AND GOING THAT WE'LL, WE'LL WITHDRAW THAT SCR. OKAY. OKAY. THANKS BETH. ALL RIGHT. THANK YOU, AMY. OKAY, KEITH, I OWE YOU TWO APOLOGIES, RETRACTIONS. UM, THE FIRST IS I CALLED THE WHALE FISH ANALOGY NONSENSE. IT WAS NOT A NONSENSE. EVERYBODY KNOWS A WHALE AND A FISH ARE DIFFERENT. YOU DID ASK ME IF MY CHILD WOULD KNOW THE DIFFERENCE AND I SAID SHE WOULD CALL BOTH BABY SHARK. SO THERE'S THAT. BUT OTHERWISE, IT'S, IT'S NOT A NONSENSE ANALOGY. AND THEN, UM, I THINK WE DO OWE EVERYBODY A CLARIFICATION ON THE, THE TIMING OF THE NPRR. I BELIEVE IT WILL NOT BE TODAY THAT YOUR, YOUR GROUP IS DONE WITH IT TODAY, BUT THERE WILL BE SOME, SOME PROCESS BEFORE WE SEE IT. YES. SO I CAN, I CAN CLARIFY THAT POINT. AND SO YES, I, I, I MISSPOKE, UM, IN MY EXUBERANCE TO TRYING TO GET IT OUT. UM, I DUNNO IF VENT VENTILATION WAS THE RIGHT WORD THERE, BUT, UM, AS I WAS IN MY EXCITEMENT THAT IT WAS COMING, YES, THERE ARE A COUPLE STEPS THAT NEED TO GO, DIFFERENT PROCESSES, AND SO THAT MAY TAKE A, A FEW MORE DAYS. AND SO WE MAY BE LOOKING AT EARLY NEXT WEEK RATHER THAN TODAY OR TOMORROW. BUT, BUT AGAIN, I THINK THE MAIN POINT IS IT'S COMING RIGHT. AND, AND I THINK IT'LL BE HERE, UH, SHORTLY. AND, AND I KNOW WE'RE ALL EXCITED TO SEE IT. UM, AND THE, THE TWO, THE TWO NPRS. AND SO MY ONLY HOPE IS THAT IT'S NOT 1313, UM, . THAT MAY NOT BE THE BEST NUMBER, BUT WE'LL SEE. UM, OKAY. SO THOSE ARE THE NPRS THEY ARE COMING, AND IT'LL JUST BE SOON. UH, AND, AND IN TERMS OF OTHER NEXT STEPS I WANTED TO MENTION, AND, AND I MENTIONED THIS AT THE COMMISSION, UH, DURING THE PRESENTATION, IS THAT WE ARE GOING TO BE HAVING A WORKSHOP THE AFTERNOON OF DECEMBER 17TH THAT WILL BE HERE. AND THE GOAL, UH, WITH THAT WORKSHOP IS REALLY TO DR. DIVE INTO THE DETAILS. UH, I KNOW FOLKS HAVE, HAVE REACHED OUT WITH DIFFERENT QUESTIONS. I THINK, YOU KNOW, TO THE EXTENT THAT WE'VE BEEN ABLE TO, TO ANSWER SOME OF THOSE, BUT REALLY I THINK WE'RE REALLY HOPEFUL TO HAVE THE, THE AURORA FOLKS WILL BE THERE, THE ERCOT FOLKS WILL BE THERE, UM, AND, AND FOLKS WILL HAVE HAD A CHANCE TO REALLY DIGEST THE REPORT. SO I IMAGINE THERE'LL BE A LOT OF QUESTIONS, UH, IN ADVANCE OF THAT. SO, UH, THAT'S THE GREAT PLACE TO DO THAT. WE'RE, WE'RE NOT GONNA COVER, UH, COVER THAT TODAY, BUT I DIDN'T WANT TO GIVE THAT THAT POINT. AND THEN IT WILL ALSO BE DISCUSSED AT THE BOARD, UH, BECAUSE WE DO HAVE THE URGENT REQUEST ON ONE, UH, NOT TWO, BUT ONE OF THE NPRS, UH, THE ONE THAT, UH, ADDRESSES THE UNCERTAINTY ELEMENT, UH, IS GOING TO BE, UH, REQUESTED FOR EXPEDITED TREATMENT AT, AT THE BOARD ON DECEMBER, PROBABLY DECEMBER 9TH IS PROBABLY WHEN THAT'LL BE TAKEN UP. SO ANYWAY, SO THOSE ARE THE NEXT STEPS WITH THAT. AND I'D, I'D LIKE TO TALK A LITTLE MORE ABOUT PROCESS AND SUBSTANCE TODAY. IF, IF FOLKS HAVE ANY QUESTIONS. THANKS. OKAY. DO YOU WANT ANY QUESTIONS AHEAD OF THE WORKSHOP TO GO TO, TO YOU THEN? UH, YOU CAN, YOU CAN SEND ANY QUESTIONS, UH, IN, IN ADVANCE, UH, THAT YOU'D LIKE TO COVER. YOU CAN SEND THAT TO GORD. HE'D BE A GREAT PERSON TO, TO TAKE THOSE QUESTIONS. SO YEAH, SEND IT TO GORD AND YOU CAN CC ME AS WELL. BUT YEAH, I THINK THE TWO OF US WILL BE THE ONES THAT'LL TAKE THOSE IN AND THEN WHAT WE CAN, UM, UH, BE SURE TO BE PREPARED AND, AND, AND HAVE AURORA PREPARED, UH, SO THAT IT'S A, IT'S A MORE EFFICIENT PROCESS THAT AFTERNOON. AND YOU'RE VERY GRATEFUL FOR GORD. ABSOLUTELY. OKAY, LET'S GO TO NED. THANKS, KEITH. UM, THIS IS A PROCESS QUESTION, UM, WITH, I UNDERSTAND ERCOT IS GONNA RECOMMEND ONE OR REQUEST URGENCY ON ONE FROM THE BOARD, WOULDN'T, WOULDN'T NOT MAKE SENSE IN TERMS OF GIVING THE COMMISSION THE OPTION, YOU KNOW, THE FULL SET OF OPTIONS TO PUT THEM ON THE SAME TRACK. SO THEY HAVE THEM BOTH ON URGENT, UH, THE SAME TIME TRACK. AND THEN I, I THINK THAT COULD BE A PART OF THE DIALOGUE IN THE STAKEHOLDER PROCESS, BUT, BUT AS OF RIGHT NOW, KOTS POSITION IS THE FIRST ONE. AND, AND THE PRIMARY REASON FOR THAT IS BECAUSE, UH, THERE, AND AGAIN, TO TALK ABOUT PROCESSES, YOU'RE PROBABLY AWARE THERE WAS AN INITIAL NPR, I BELIEVE IT WAS 1203, AND THEN THAT WAS, UH, IT WASN'T GONNA MAKE IT, THERE WAS A LETTER AND THEY SAID, WELL, YOU CAN MISS THE TIMELINE, BUT MAKE SURE YOU'RE EXPEDITIOUS AND FOLLOWING UP. WELL, I THINK THE THOUGHT IS WE STILL NEED TO BE EXPEDITIOUS IN FOLLOWING UP. SO THAT'S WHERE THE URGENCY COMES FROM ON THE FIRST ONE AS OPPOSED TO THE SECOND ONE. OKAY. OKAY. WELL, I, I GUESS SUPPOSE WE WILL, UH, LOOK FORWARD TO SEEING THE NVRS AND THEN HAVE THAT DISCUSSION AT PRS. YEP. ALRIGHT. THANK YOU. THANK YOU. OKAY. JOHNS HUBBARD. JOHNS HUBBARD WITH TIEC. [03:55:01] UM, I KNOW COMMISSIONER GELTMAN ASKED THIS TO YOU AT THE OPEN MEETING. I WASN'T SURE IF ERCOT HASS GIVEN MORE THOUGHT TO IT. UM, BUT THIS IS PRESENTED AS TWO NPR R OPPOSED TO THREE. SO ONE WITH JUST, UH, GENERATORS, ONE WITH GENERATORS AND BATTERIES, AND THEN ONE WITH, YOU KNOW, DRRS PLUS. HAS ERCOT GIVEN MORE THOUGHT TO HAVING IT IN THREE OPPOSED TO TWO? UH, WE, WE HAVE NOT HAD ANY ADDITIONAL, UM, DISCUSSION AS, AS I MENTIONED TO THE COMMISSIONER, WE HAD, WE HAD CONSIDERED IT, IT WAS A PART OF OUR DIALOGUE AND DISCUSSION AS WE WERE LEADING UP TO IT. UM, ALL, UH, WE DID, WE DID HAVE THE QUESTION. AND, AND, UM, BUT IN TERMS OF WHERE WE'RE GOING TO THE BOARD, NO, WE DO NOT PLAN TO BREAK IT UP INTO THREE AT THIS TIME. THANKS. OKAY. ANY OTHER QUESTIONS OR COMMENTS FOR KEITH? OKAY. ALL RIGHT. WE CAN MOVE ON. IT, IT MAY NOT BE A, MAY NOT BE A KEITH ISSUE, BUT THE, THE IDEA OF THE, THE BOARD SAYING THIS IS A URGENT THING FOR THE BOARD, WHAT, WHAT DOES THAT MEAN? WHAT, WHAT MEANINGFUL, UM, WHAT'S THE MEANINGFUL RESULT OF THAT HAPPENING AS PART OF THE STAKEHOLDER PROCESS? IT'S AN AND QUESTION. THAT'S AN AND QUESTION. I CAN, I CAN ANSWER THAT BECAUSE AND A KEITH QUESTION, WE, WE DID, WE ARE PUTTING TOGETHER A PRESENTATION AND I'VE SEEN IT AND I WILL BE PRESENTING IT. SO I'M FAMILIAR WITH WHAT IT SAYS . UM, AND, AND SO WHAT, HAPPY TO GIVE YOU THE PRACTICE, KEITH, THAT YEAH, THANK YOU FOR THAT . WHAT URGENT MEANS IS THAT THE BOARD IS GOING TO REQUEST THAT TAC BRING THAT NPR BEFORE THE BOARD NO LATER THAN THE JUNE MEETING, UM, JUNE ONE AND TWO OF 26. THAT'S WHAT URGENT MEANS. OKAY. AND, AND SO WITH THAT, UM, UH, IT, IT, I ASSUME, YOU KNOW, WE'VE BEEN TALKING ABOUT THE NPRS, UM, AND, AND THE PROCESS THEY'RE GOING IS, DOES, DO THEY COME WITH IMPACT ANALYSES? YES. AT THE SAME TIME THOSE IMPACT ANALYSES ARE, ARE, UH, ARE A PART OF THE PACKAGE THAT'LL COME TOGETHER. CORRECT. PERFECT. THANK YOU. UH, JUST ANOTHER PROCESS QUESTION. UH, YOU'RE TALKING ABOUT, UH, REQUEST FOR JUNE BOARD. UM, HOW DOES THAT COMPORT WITH THE ANCILLARY SERVICE QUANTITY, UH, UH, AND APPROVAL PROCESS FOR 27? SO WITH RESPECT TO 27, IN TERMS OF WHEN WE, WHEN YOU SEE THE IA, IT'LL ESTIMATE HOW LONG IT'S GONNA TAKE TO IMPLEMENT DRS AND, UM, THE LATEST VERSION. AND TROY MAY HAVE LEFT THE ROOM, BUT IT WAS, I BELIEVE 24 TO 30 MONTHS. OKAY. SO THAT 27 IS OUT OF THE PICTURE. JUST WHEN YOU HAD ME WHEN YOU WERE SAYING, UH, EXPEDIENT, I WAS, HAD SOMETHING ELSE IN MY MIND. YEAH, NO, THANK YOU. IT'S TO GET THE, THE NPR THROUGH THE PROCESS SO THAT IT COULD BE IN, INTO THE, I I'M, I'M TRACKING YOU NOW. IT WON'T BE AN ISSUE BECAUSE IT WON'T BE LIVE IN TIME FOR 27. CORRECT. SO IT'LL BE SOMETHING THAT HAPPENS IN 28, 29, WHATEVER. THANK YOU. YEP, THANK YOU. OKAY. ANY OTHER QUESTIONS OR COMMENTS? IT'S, I GUESS, I KNOW WE'VE DEALT WITH THESE BOARD URGENCY ONES, BUT BECAUSE TAC IS ACCOUNTABLE TO THE BOARD, I THINK WE'LL JUST NEED TO WORK WITH PRS AND HOW THEY'RE REFERRING THINGS TO GROUPS AND WHEN WE WANT TO GET IT TO TAC 'CAUSE WE'LL ONLY HAVE THAT'S FIVE TAC MEETINGS. SO I THINK WE'D PROBABLY WANT TWO MEETINGS AT TAC FOR THAT. AND BETH, TO YOUR POINT, IF IT GETS CHANGED, THEY'LL HAVE TO REVISE CIA. SO WE'LL JUST WANT TO TRACK THAT PRETTY CLOSELY. OKAY. BOB, BOB, JUST LET THE, THE, EXCUSE ME, THE PRS CHAIR KNOW THAT THEY PROBABLY OUGHT TO COME TO EACH TAC MEETING BEFORE THEN AND BE READY TO DISCUSS WHERE THEY'RE AT, WHO'S GOT IT AND WHAT'S GOING ON. OKAY. WE'LL TALK, WE'LL TALK TO DIANA NED. JUST MORE THINKING OUT LOUD THIS, GIVEN THAT TIMELINE, IT MAY ALSO BE HELPFUL FOR THE DIFFERENT SUBCOMMITTEES THAT ARE LIKELY TO TAKE IT UP TO HAVE SOME PRE-DISCUSSION EVEN BEFORE GETTING A REFERRAL, JUST SO THAT THERE'S, I DON'T WANNA JUMP THE GUN PROCEDURALLY, BUT AS A PRACTICAL MATTER, THAT MAY BE A WAY TO HELP TO MEET THAT TIMELINE. LIKE ARE YOU GUYS MEETING IN DECEMBER? WE ARE. UM, SO IF WE DO [04:00:01] SEE LANGUAGE THAT THAT IS A POSSIBILITY TO START INITIAL DISCUSSIONS, BUT WILLING TO, YOU'LL DO YOUR THOUGHTS THERE, KAITLYN. I MEAN THAT MIGHT SOUNDS LIKE THE NPR WILL COME OUT LIKE THE DAY BEFORE THANKSGIVING , AND THEN WMSI BELIEVE IS THE NEXT WEEK. SO I MAYBE WAIT TILL JANUARY, LIKE MAYBE NOT WAIT TILL PRS REFERS AND THEN IT HAPPENS IN, IN JANUARY. I IS THERE A PRS IN DECEMBER? THERE IS, YEAH. MAYBE JUST LET IT GO THROUGH THE PROCESS AND HAVE, HAVE PRS TAKE IT UP IN DECEMBER AND THEN JANUARY WMS IS MY INCLINATION BECAUSE I, I DO THINK IT'S GONNA BE A LIKE THANKSGIVING OH TREAT. I'M, I'M NOT AWARE, YOU KNOW. YEAH, LET MAYBE, MAYBE JUST WAIT FOR THE SUBSTANTIVE DISCUSSION UNTIL JANUARY WG OR WHERE WE NEED TO GO. YEAH. OKAY. THAT'S MY RECOMMENDATION. SO WE'LL HAVE UH, PRS TAKE IT UP AND IT'LL GO TO DECEMBER PRS, IS THAT RIGHT? YEAH. 'CAUSE BOARD, BECAUSE BOARD URGENCY, WE'LL, WE'LL FIGURE IT OUT. WE'LL TRY TO NOTICE IT FOR A VOTE FOR PRS. WE'LL WORK WITH DIANA, BUT I THINK BLAKE YOU CAN, YOU CAN PLAN ON JANUARY. OKAY. OKAY. KEITH, ANYTHING ELSE? NOPE. ALRIGHT, LET'S GO TO THE LARGE LOAD RIDE THROUGH UPDATE WITH JEFF. PATRICK. WE'LL BE GIVING US SOMETHING WITH PATRICK. HI CALIN, THIS IS PATRICK FROM ERCOT. CAN YOU HEAR ME OKAY? YEAH, WE CAN HEAR YOU PATRICK. OKAY, GREAT. THANKS. UM, YEAH, SO JEFF ASKED ME TO PROVIDE AN UPDATE FOR THE LARGE LOAD RIDE THROUGH REQUIREMENTS. UM, WE DID SUBMIT A R AND AN NPRR LAST FRIDAY. IT IS NO R 2 82 AND NP RRR 1 3 0 8. UM, WE DO ERCOT BELIEVES IS A VERY IMPORTANT ISSUE. UH, WE'VE BEEN TALKING ABOUT THIS FOR, UH, QUITE SOME TIME BACK IN THE JUNE 13TH LARGE LOAD WORKSHOP. UH, WE BROUGHT UP SOME OF THE RELIABILITY CONCERNS WE HAD. UH, SO WE'VE BEEN WORKING ON THESE RIDE THROUGH REQUIREMENTS WORKING WITH SOME OF THE LARGE ELECTRONIC LOAD DEVELOPERS AS WELL, UH, TO GET REQUIREMENTS THEY THINK WE THINK THEY'D BE ABLE TO MEET. UM, WE ALSO SUBMITTED THE N-P-R-R-R TO DEFINE LARGE ELECTRONIC LOAD AS WELL. UH, WE LOOK FORWARD TO WORKING WITH THE STAKEHOLDERS, UH, TO GO THROUGH THESE TECHNICAL REQUIREMENTS AND THAT'LL BE STARTING TOMORROW AT LLWG WHERE WE'LL GO THROUGH THE REQUIREMENTS IN DETAIL AND GET SOME OF THEIR FEEDBACK. UH, WE'LL BE ACCEPTING FORMAL COMMENTS AS USUAL. AND IN ADDITION, WE ARE REQUESTING THE BOARD DESIGNATE THESE REVISION REQUESTS AS BOARD PRIORITY. UM, AS I BELIEVE KEITH WAS MENTIONING WITH DRRS, THIS, THIS DOESN'T NECESSARILY MEAN IT'S GOING TO BE SUPER URGENT. WE'RE TRYING, WE'RE NOT TRYING TO RUSH THEM THROUGH. UH, WE DO VALUE GETTING SOME STAKEHOLDER FEEDBACK AND INCORPORATING THOSE INTO THE REQUIREMENTS. UH, BUT IT DOES MEAN WE WILL BE PROVIDING REGULAR UPDATES TO THE BOARD IF IT GETS APPROVED AS A BOARD PRIORITY. UM, THAT'S ALL I HAVE AND THERE WILL BE FAR MORE DETAILS DISCUSSED TOMORROW. OKAY, THANK YOU PATRICK, JOHN, RUSS, JOHN, RUSS HUB WITH TIEC. UM, HAPPY TO DISCUSS THIS MORE TOMORROW, BUT UM, WE DID HAVE A, A CONCERN WITH THE NPR. SO THIS IS KIND OF A COMMENT AND A QUESTION. UM, IT PARTS OF THIS LOOKED SIMILAR TO NPR 1191 AND UH, WHEN THAT WAS IN THE PROCESS, IT ESTABLISH REQUIREMENTS ON PURE RETAIL LOADS. A AND SIMILARLY HERE, THIS SEEMS TO DO THE SAME THING. UM, THESE LOADS AREN'T TRAINED OR POSITIONED TO COMPLY WITH ERCOT REQUIREMENTS. UM, AND EARLIER CHRIS EVEN MENTIONED THAT ERCOT DOESN'T HAVE A DIRECT RELATIONSHIP WITH LOADS. UM, THIS IS ALSO REFLECTED IN PUR A 39.151 J, WHICH LISTS ENTITIES THAT ARE SUBJECT TO ERCOT PROTOCOLS AND IT DOES NOT LIST, UH, CONSUMERS. SO I GUESS I WAS TRYING TO UNDERSTAND HOW DOES ERCOT PLAN TO IMPOSE THESE REQUIREMENTS ON LOADS? UM, AND WHY WAS THIS SIMILAR APPROACH FOLLOWED IN, IN THIS ROUND OF IN PRRS NPRS? YEAH, THIS WILL BE DISCUSSED IN DETAIL TOMORROW. UM, I WILL HAVE NATHAN, UM, FROM MURCOTT LEGAL ON TOMORROW TO KIND OF GO THROUGH THOSE DETAILS. I'M NOT SURE IF HE'S AVAILABLE NOW, BUT THE IDEA IS WE, WE ARE, WE ARE LOOKING TO PURSUE SOME TYPE OF REGISTRATION OF THESE LARGE ELECTRONIC LOADS. SO WE DO HAVE SOME KIND OF COMMUNICATION DIRECTLY BETWEEN ERCOT AND THESE ENTITIES, UH, PARTICULARLY. UM, SO IF THERE ARE ANY TYPES [04:05:01] OF RIDE THROUGH FAILURES, WE HAVE A WAY TO WORK WITH THESE ENTITIES TO SEE HOW WE CAN IMPROVE THE RIDE PERFORMANCE AND ALSO HOW THEY WILL BE SUBJECT TO THE ACTUAL COMPLIANCE OF THESE REQUIREMENTS. SO JUST WE ARE INTENDING TO PURSUE SOME TYPE OF REGISTRATION IS KIND OF THE SHORT ANSWER NOW HOW THAT'S GONNA WORK OUT. I DON'T EXACTLY KNOW. WE'RE GONNA HAVE TO KIND OF HASH THAT OUT. UM, AS WELL AS WE GO THROUGH THIS. UM, THIS NO G AND NPR GO THROUGH THE STAKEHOLDER PROCESS. SO DOES ERCOT PLAN TO FILE AN ADDITIONAL REVISION REQUEST TO ESTABLISH THOSE REGISTRATION REQUIREMENTS AND THEN TIMING WISE THAT YOU WOULD THINK THAT THAT WOULD HAVE TO BE PASSED BEFORE IMPOSING OBLIGATIONS AGAIN TO ESTABLISH THAT RELATIONSHIP? UM, JOHN, I THINK IF WE CAN MAYBE DISCUSS THIS MORE TOMORROW. I DON'T REALLY HAVE THE ANSWERS TO THAT RIGHT NOW. UM, I'M GONNA BE MORE ON THE TECHNICAL REQUIREMENT SIDE. UM, IF I HAVE NATHAN THERE TOMORROW TO KIND OF ANSWER THESE QUESTIONS, I THINK UM, THAT WOULD BE VERY VALUABLE. OKAY. THANK YOU. OKAY. UM, THAT SORT OF BRINGS UP SOMETHING I TALKED TO MARTHA ABOUT. THE NPRS WILL GO THROUGH THE NORMAL PROCESS, WHICH WILL BE PRS, REFER TO ROSS, REFER TO SOME WORKING GROUPS, UM, LARGE LOAD WORKING GROUP REPORTS TO US. I DON'T THINK WE HAVE TO FORMALLY REFER, BUT I THINK WE CAN GIVE DIRECTION TO BOB WHO I THINK LEFT. BUT I WOULD LIKE IT IF WE HAD YEAH, THERE HE IS. HI BOB. I WOULD LIKE IT IF WE HAD SORT OF SPECIFIC DIRECTIONS. 'CAUSE I KNOW YOU HAVE MEMBERS WHO WILL WANT TO TALK ABOUT SOLUTIONS AND THINGS TOO. SO IF THERE'S A DIRECTION TO TALK ABOUT, YOU KNOW, SOME OF JOHN'S LEGAL QUESTIONS, YOU KNOW, IS, IS THAT A LARGE LOAD WORKING GROUP? UM, OR, OR ARE WE REALLY JUST TALKING ABOUT SORT OF THE TECHNICAL REQUIREMENTS THERE? SO I'D, I'D LIKE TO SORT OF BE AWARE OF THAT AND MAKE SURE WE'RE WORKING WITH YOU ON, ON WHAT WE WANT TO GET FROM, FROM YOUR GROUP TO TAC. WELL I'M CERTAINLY OPEN TO EITHER OPTION. I WAS ABOUT TO SEND A TEXT MESSAGE TO PATRICK SAYING WE NEED LEGAL ON THE PHONE TOMORROW WHEN WE GET TO THIS. I'M HAPPY TO DO THAT, BUT IF WE'D RATHER HAVE THAT CONVERSATION AT TAC THE FOLLOWING MONTH, I'M HAPPY TO DO THAT AS WELL. OKAY. UM, JOHN, I DON'T WANNA PUT YOU ON THE SPOT, BUT MAYBE YOU COULD WRITE UP WHAT YOU THINK THE DIRECTIONS ARE AND WE CAN TALK ABOUT THAT BEFORE NEXT ATTACK OR SOMETHING. OR BEFORE PRS. OKAY. AND ANYBODY ELSE WHO HAS, HAS FEEDBACK ON THAT BECAUSE I THINK THE PLAN WOULD BE ROSS TO SOME OF THE MORE TECHNICAL WORKING GROUPS. SO I THINK WE'LL JUST NEED TO THINK ABOUT WHAT THE OTHER CONSIDERATIONS ARE THAT AREN'T COVERED AT DWG OR, OR WHATEVER GROUP. OKAY. OKAY. SO JOHN, MAYBE GET SOME FEEDBACK TO ME AND OTHER PEOPLE AS WELL CAN GET SOME FEEDBACK TO ME. GO AHEAD MARTHA. WELCOME. THANKS CAITLIN. I GUESS SINCE YOU'VE TEED IT UP, WHEN WE HAVE MULTIPLE CUSTOMERS IN THE ROOM, DO YOU ALL HAVE A PREFERENCE ON WHERE THE REVISION REQUESTS GET DISCUSSED? IS LLWG THE RIGHT PLACE? EVEN WE, EVEN THOUGH, UH, YOU KNOW, IT WOULD BE SORT OF A POLITE REQUEST FOR THEM TO TAKE UP THE PUBLIC FACING ASPECTS OF THOSE. AND, AND I GUESS MY POINT WAS YOU DON'T NEED TO KNOW RIGHT NOW 'CAUSE THIS HASN'T GONE TO PRS. SO IF YOU WANT TO THINK ABOUT IT AND YOU WANT TO THINK ABOUT KIND OF WHAT THE REFERRAL WOULD BE AND THE DIRECTION AND, AND LET ME KNOW, I THINK THAT'S GOOD. BUT WE CAN ALSO PUT YOU ON THE SPOT. MY HIGH LEVEL COMMENTARY IS THE TECHNICAL STUFF OF SOME OF ERT CAN GO TO LLWG, BUT THE BROADER QUESTION ON MARKET REGISTRATION SHOULD PROBABLY TAKE PLACE AT TECH BECAUSE THAT'S, THAT'S A BROADER SCOPE. YEAH, I'D SAY TECH OR PRS FOR THOSE BROADER CONVERSATIONS. I THINK SO I THINK THE, LIKE VERY TECHNICAL IS MY TECHNICAL WAY OF PUTTING IT. VOLTAGE ASPECTS WILL GO THROUGH SOME OF THE ROSS GROUPS. SO I I THINK THERE WILL MAYBE HAVE TO BE SOME COORDINATION THEN BETWEEN LARGE LOAD WORKING GROUP AND THOSE GROUPS. Y YES. SO IF I COULD JUST TOUCH ON THAT FOR A SECOND. CALY, THE, THE INTENT IS CLEARLY THOSE ARE THE TECHNICAL ISSUES. THOSE WILL GO THROUGH ROSS AND POWG. WHAT I'M CONFUSED ON AT THIS POINT IS THE BIGGER POLICY ISSUE. DO WE NEED ERCOT LEGAL AT LLWG NEXT WEEK OR TOMORROW? OR DO WE NEED ERCOT LEGAL ATTACK NEXT MONTH TO TALK ABOUT THE REGISTRATION ISSUES? I'M HAPPY EITHER WAY. [04:10:01] I JUST NEED TO KNOW. JOHN, DO YOU HAVE A YEAH, I, I DO. I JUST THINK THIS IS A BROADER CONVERSATION AND, AND NOT EVERYONE IS PAYING AS CLOSE ATTENTION TO LLWG, SO I WOULD SUGGEST TAC. OKAY. SO I I THINK YOU DON'T NECESSARILY NEED LEGAL AT LLWG TOMORROW, ESPECIALLY THIS PERFECT, THIS NOT A PROBLEM. WE'LL STICK WITH IT AND WHEN THAT ISSUE COMES UP, WE'LL REFER IT BACK TO THE TAC MEETING IN DECEMBER. OKAY. AND I'M NOT PLANNING OR TRYING TO SLOW THIS DOWN, BUT THIS ONE DOES NOT HAVE URGENCY, RIGHT. SO WE CAN SORT OF LET IT GO THROUGH THE NORMAL PROCESS. NO, THAT'S A QUESTION YOU ARE ASKING FOR A BOARD URGENCY ON LOAD RIDE THROUGH, UH, WE, WE ARE ASKING FOR A BOARD PRIORITY. OKAY. YES. WITH WHAT BOARD DATE CAN YOU GIVE ME A DID NOT HAVE DATE CERTAIN LIKE DRS SORRY, PATRICK. WELL, PROBABLY SIMILAR TO DRRS YES. IN THE JUNE TIMEFRAME. JUNE AS WELL. YEAH. OKAY. WHY, WHY DON'T WE JUST HAVE LEGAL COME FOR THIS ISSUE TO NEXT T AND BOB, WHY DON'T YOU HAVE THE DISCUSSION YOU'RE GONNA HAVE TOMORROW, BUT MAKE SURE THAT GETS COORDINATED WITH PRS AND, AND ROSS BETWEEN NOW AND JANUARY TAC? YEAH, NOT, NOT A PROBLEM WITH THAT AT ALL. THANK YOU. OKAY. IS THAT FINE? MARTHA? MARTHA'S CLOSER TO THIS ISSUE. . OKAY. OKAY. SO ARE WE ANY OTHER QUESTIONS FOR PATRICK ON THE LARGE LOAD RIDE THROUGH UPDATE? OKAY, NEXT IS THE BOARD STAKEHOLDER ENGAGEMENT UPDATE FROM REBECCA. ALL RIGHT, REBECCA'S WRAPPED UP, UM, BUT SHE GAVE ME SOME TALKING POINTS. UH, JUST BASICALLY WE'LL BE SENDING A SURVEY OUT IN DECEMBER FOR THE BOARD STAKEHOLDER ENGAGEMENT SESSIONS FOR NEXT YEAR. SO WATCH FOR THAT. AND THEN FOR THE STAKEHOLDER ENGAGEMENT POLICY PRESENTATIONS THAT THE MARKET SEGMENTS GIVE AT THE BOARD WILL CONTINUE THOSE IN 2026 STARTING WITH THE APRIL BOARD AND WE'LL WORK WITH TAC LEADERSHIP ON, UM, PARTICIPATION IN THOSE. DO WE HAVE A TOPIC? WE DON'T HAVE ANY TOPICS YET, BUT IT'LL BE APRIL BOARD, SO IT'LL BE A WHILE. OKAY. DO YOU THINK THE BOARD WILL SUGGEST A TOPIC OR WE ALLOWED TO START COMING UP WITH TOPICS ? WELL, WE'LL GET TWO PRIOR, HAVE SUGGESTIONS SUGGEST IF TWO PRIORITIES WE'RE GONNA WORK ON. OKAY. ANY QUESTIONS FOR ANNE? ALL RIGHT, I'LL HAND IT OVER TO MARTHA FOR THE ACTION ITEMS LIST REVIEW. THANKS, CAITLIN. I'LL, I'LL TRY TO MAKE THIS RELATIVELY PAINLESS. I'M SURE EVERYONE'S READY TO GET OUTTA HERE. BUT, UM, YOU KNOW, AS I'VE LOOKED AT SOME OF THE OLDER ACTION ITEMS, THESE ARE GETTING SORT OF HARDER AND HARDER TO INVESTIGATE AND DO, DO BACKGROUND RESEARCH ON TO FIGURE OUT WHERE THEY CAME FROM AND WHY. SO I THINK WE'LL PROBABLY JUST START CHIPPING AWAY AT THESE IN ORDER AND I'M ONLY GONNA RAISE ONE OF THEM TODAY, BUT IT'S THE FIRST ONE. DATING BACK TO 2021, UM, THERE WAS AN ASSIGNMENT MADE TO ROSS RELATED TO A BEST FORCE KTC FOR BLACK START SERVICE. UM, I GOT SOME HELP FROM KEN RAGSDALE AND, AND FREDDIE GARCIA AND ALEX LEE ON THIS ONE. UH, IT, THE KTC ITSELF WAS AROUND WHAT ISSUES HAVE TO BE ADDRESSED TO APPROPRIATELY ALLOW OR LIMIT BATTERIES IN PROVIDING BLACK START SERVICE, UM, CHECKING WITH BLACK START WORKING GROUP LEADERSHIP. THEY'RE ACTUALLY NOT ACTIVELY DISCUSSING THIS TOPIC, NOR DO THEY HAVE ANY PLANS TO IN THE NEAR FUTURE. THE FEEDBACK I GOT FROM THEM IS THAT, UM, THERE'S NOT REALLY AN APPETITE FOR BATTERIES TO BE A BLACK START BLACKSTAR RESOURCES. THOSE ARE CURRENTLY DEFINED. UM, HOWEVER, WITH THAT SAID, THERE MAY BE OTHER PROPOSALS COMING FORWARD LOOSELY RELATED TO THIS. I THINK PROBABLY NEXT YEAR MAYBE IT'S A DIFFERENT SERVICE OR A DIFFERENT WAY FOR ESRS TO PARTICIPATE. SO I THINK GIVEN HOW OLD THIS ONE IS AND THE LACK OF ANY REAL ACTIVITY ON IT, I, MY RECOMMENDATION WOULD BE TO GO AHEAD AND MARK THIS ONE COMPLETE AND THEN WE CAN ADD OTHER THINGS, UH, TO THE LIST NEXT YEAR AS NEW PROPOSALS EMERGE ON THIS TOPIC. CAITLYN? SURE. CAITLYN WITH JUPITER POWER NOW, UM, I JUST, YOU KNOW, I DON'T THINK WE WANT TO CLOSE THE DOOR ON BATTERIES IN BLACKSTAR, ESPECIALLY AS WE START TALKING ABOUT GRID FORMING IN INVERTERS, BUT I THINK, YOU KNOW, IF THERE'S NOT AN ACTIVE PROPOSAL THAT'S BEING TALKED ABOUT, I DON'T THINK THERE'S A, AN ITEM TO KEEP OPEN HERE. I THINK THAT WOULD COME THROUGH A NEW REVISION REQUEST. YEAH, THERE'S SOMETHING YOU SAID THAT JUST HIT ME. [04:15:01] YOU SAID THAT THERE WASN'T AN APPETITE TO DISCUSS IT, IT WAS ATTACK ASSIGNMENT. AND SO I'M A LITTLE CONFUSED THERE ON, SORRY, I, I MAY HAVE MISCHARACTERIZED THE FEEDBACK I GOT FROM THE WORKING GROUP THERE. THERE ARE NO FUTURE DISCUSSIONS PLANNED ON THIS ITEM. OKAY. I'LL GO BACK. . WELL, IT'S MY QUESTION, WAS IT ATTACK ASSIGNMENT THAT THEY WERE SUPPOSED TO COME BACK WITH AN ANSWER OR NO ANSWER? I, I DON'T KNOW IF THIS WAS A SPECIFIC TECH ASSIGNMENT. I KNOW IN MARTHA'S LEAD UP SHE SAID IT'S HARDER TO TRACK. YEAH, YEAH, I UNDERSTAND THAT. BUT I'M JUST TRYING TO DECIDE. IT SORT OF LOOKS LIKE THE KCS WERE JUST KIND OF MOVED INTO THIS YEAH. ACTION ITEMS LIST. WHEN WE WRAPPED UP THE BEST FORCE IS, IS MY ASSUMPTION RIGHT? YOU SEE WHERE I'M GOING FROM? A PROCESS STANDPOINT. I'M SAYING IF TAC MAKES AN ASSIGNMENT, IT NEEDS TO BE COMPLETED. THAT NEEDS TO BE DONE. UH, AND IF IT CAN'T BE DONE, WE NEED SOMEBODY FROM THOSE GROUPS UP HERE TELLING US WHY. SO THAT, THAT'S MY ONLY POINT I'M TRYING TO MAKE. YEAH. YEAH. AND THAT'S GOOD FEEDBACK. I THINK THAT THAT IS ABSOLUTELY THE GOAL GOING FORWARD WITH ACTION ITEMS THAT HAVE BEEN ADDED THIS YEAR. I'M JUST, THE HARD, THE OLDER ONES HAVE BEEN HARDER TO TRACE HISTORIES ON. THERE'S, YOU KNOW, SOME DETAILS IN THE MINUTES, SOMETIMES NOT AS THOROUGH. SO, UM, IF YOU, BOB, IF YOU'RE, UH, SUGGESTING THAT WE NEED SOME REPORT FROM THIS GROUP, I'M, I'M HAPPY TO CHASE THAT DOWN. , UM, IT JUST SEEMED LIKE THIS ONE HAD SORT OF GONE STALE AND THAT THAT'S FINE. I JUST WANTED TO OVERALL MAKE THAT YEAH. COMMENT AS A PRINCIPLE. I, I HAD TO VENTILATE THAT, YOU KNOW, TO GET THAT SET. YEAH. FREDDY'S IN THE QUEUE. YEAH. YEAH. I DID WANNA PROVIDE JUST SOME FEEDBACK ON WHAT MARTHA SAID, AND, AND WE TALKED ABOUT THIS A LITTLE BIT AT BLACKSTAR WORKING GROUP, AND WE ALSO TALKED ABOUT IT SEPARATELY WITH SOME, SOME BATTERY RESOURCES. AND THE FEEDBACK WE GOT IS THAT, YOU KNOW, IF, IF A BATTERY WERE TO BE A BLACK STAR RESOURCE, YOU KNOW, AS IT'S DEFINED IN THE PROTOCOLS CURRENTLY, UH, IT, IT WOULD HAVE TO MAINTAIN SOME AMOUNT OF STATE OF CHARGE ALL THE TIME FOR THAT SERVICE. UM, AND SO WHAT WE'VE DONE OR WHAT WE'RE DOING IS, IS, LIKE MARTHA SAID, TRYING TO SEE WHAT OTHER AVENUES OR WHAT OTHER SERVICES BATTERIES CAN PROVIDE IN BLACKSTAR. SO NOT NECESSARILY BE A BLACKSTAR UNIT, BUT YOU KNOW, WE'VE USED THE TERM SHOCK ABSORBER. UM, SO THAT'S SOMETHING WE'RE INVESTIGATING. UM, UH, YOU KNOW, IT, IT'S DEFINITELY ON OUR RADAR. UH, WE JUST NOT, HAVEN'T HAD THE BANDWIDTH TO DO THE ANALYSIS THAT WE'D LIKE TO DO, BUT IT, IT'S SOMETHING THAT WE'RE, WE'RE INVESTIGATING FREDDY AS WE ERCOT OR AS WE BLACKSTAR WORKING GROUP, UH, ERCOT AT THE MOMENT. OKAY. UM, AND THEN ONCE, UH, WE HAVE SOME RESULTS, WE CAN TAKE THAT TO THE BLACKSTAR WORKING GROUP FOR, FOR REVIEW. AND ANY FUTURE, UH, INITIATIVES IN THIS AREA WOULD LIKELY BE BROUGHT FORWARD THROUGH THE TRADITIONAL MARKET RULES PROCESS AS WELL, FREDDY? CORRECT. YEAH. I THINK THAT THAT WOULD BE THE, THE PATH FORWARD. OKAY. SO ANY OTHER COMMENTS ON THIS ONE? IS THERE ANY OBJECTION TO REMOVING IT FROM THE LIST? ASSUMING ROSS CAN CLOSE THE LOOP AS WELL WITH BSWG. SILENCE. OKAY. ALL RIGHT. THANK YOU. BACK TO YOU. UM, [16. Combo Ballot (Vote)] I THINK WE'RE READY FOR THE COMBO BALLOT IF WE CAN GET A MOTION AND A SECOND. NED RICHARD, IT'S A LONG COMBO BALLOT. OKAY. COREY HAS THE CONVO BA BALLOT ITEMS ON THE SCREEN. I'M NOT GONNA READ THEM OUT LOUD. I WILL READ THEM TO MYSELF. OKAY. WE GOOD? MOTION? DID YOU GET THE MOTION IN THE SECOND COREY? IT WAS NED AND RICHARD. AS LONG AS SUZY HAS IT, SUZY HAS IT. OKAY. DIVISION OF LABOR. YEAH. ALRIGHT, WE WILL START UP WITH THE CONSUMERS, WITH MARK DREYFUS. YES, SIR. THANKS SIR. NICK? YES SIR. THANKS SIR. GARRETT? YES SIR. THANK YOU. MIKE REED? YES. THANK YOU SIR. BETH? YES. THANK YOU. NAVA? YES, THANK YOU. ONTO OUR CO-OPS, MIKE WISE? YES. THANK YOU, BLAKE. YES, THANK YOU, JOHN. YES, THANK [04:20:01] YOU, KYLE. YES, THANK YOU. ONTO OUR INDEPENDENT GENERATORS, BOB HILTON. YES, SIR. THANK SIR, CAITLIN? YES. THANK YOU, BRIAN. YES, THANK YOU. THANK YOU NED. YES, AND THANK YOU COREY. THANK YOU, SIR. ONTO OUR IPM SETH. YES. THANK YOU SHANE FOR RASHMI. YES SIR. THANK YOU. THANK YOU SIR. JEREMY? YES. THANK YOU. THANK YOU. AND HALEY, STILL MISSING THE PHONE ONTO OUR I REPS BILL? YES. UH, BILL, I SAW YOU COME OFF MUTE, BUT I DIDN'T CATCH ANYTHING ON OUR SIDE. YES. ALRIGHT. GOTCHA. THANK YOU. JENNIFER. JENNIFER, YOU STILL WITH US? HOW ABOUT JAY? YES, THANK YOU. THANK YOU, CHRIS. YES, THANK YOU. UNDER OUR IOUS, KEITH? YES. THANK YOU, DAVID. YES, THANK YOU. SORRY, DAVID, WAS THAT A YES? YES. ALRIGHT, THANK YOU. RICHARD. YES, THANK YOU. MARTHA. YES, THANKS. THANK YOU. UNDER OUR MUNIS, JOSE? YES. THANK YOU. THANK YOU, ALICIA. YES, THANK YOU. AND WE ARE NOW WELL PAST 1230, SO I'LL LOOK TO DIANA FOR DAVID. YES, THANK YOU COREY. THANK YOU. AND THEN LAST CALL FOR JENNIFER SCHMIDT. YES, PLEASE. SORRY. OKAY, GOTCHA. THANK YOU. THERE WE GO. MOTION CARRIES UNANIMOUSLY. THANK Y'ALL. OKAY. UM, I, I TOLD HIM I WAS GONNA DO THIS AND HE'S NOT PAYING ATTENTION, BUT IT IS RICHARD ROSS'S LAST TAC MEETING. SO, UH, I'M, I'M GRATEFUL FOR HIS PARTICIPATION. HE'S NOT GO, HE'S NOT GOING ANYWHERE. HE'S NOT RETIRING. HE'S, HE'S STILL GONNA SEND US THE WORD OF THE MONTH EVERY MONTH, BUT DOWN HERE. SO THAT'S THE LONGEST SERVING TAC MEMBER THAT I'M AWARE OF. LONGEST . YES. SO WHO, WHO WILL IT BE WHEN RICHARD LEAVES BOB? THEY'RE JUST CALLING US OLD RICHARD . YEAH, I THINK SO. PROFILE. YEAH. . NO, WE, WE ARE NOT DOING THAT. . THANK YOU. ARE YOU LEAVING? I'LL MISS THE TAG MEETINGS. I'LL MISS GETTING WORK WITH ALL OF YOU IN THIS ROLE IN, I'M NOT GOING ANYWHERE THAT I KNOW OF. SITTING BEHIND THE TABLE AND SITTING IN FRONT OF. OKAY. AND YOU'LL GIVE US THE WORD. I'LL PASS ALONG THE WORD BECAUSE I DO BELIEVE EVERYONE INTRODUCE A LITTLE BIT THE MADNESS THAT WE ALL WORK SO HARD, THE STAKEHOLDER PROCESS MANAGE. OKAY. AND, UH, THANK YOU AND BRIAN, THANK YOU FOR THE GRATEFUL WORD. YOU KNOW, UM, A LOT OF PEOPLE WERE GRATEFUL FOR CHARTS AND ERCOT WORK, BUT UH, I WANT TO SHOUT OUT MY HUSBAND WHO PEOPLE KNOW I COME TO TAC AND I STAY A NIGHT EVERY MONTH AND HE STAYS WITH A LITTLE TODDLER. SO I'M VERY GRATEFUL FOR THAT. ALLOWS ME TO CONTINUE TO WORK AND PARTICIPATE. AND RICHARD IS LAUGHING AT ME. . WELL, WE DID A LOT OF, LIKE, I'M GRATEFUL FOR THIS CHART, WHICH IS, I DON'T THINK IS LIKE THE DEFINITION OF BEING GRATEFUL. MORE GRATITUDE. ALRIGHT, WELL UNLESS ANYBODY ELSE HAS GRATITUDE, YOU'RE VENTILATING OR IS RETIRING FROM TECH, UM, I THINK WE CAN ADJOURN. THANKS. * This transcript was created by voice-to-text technology. The transcript has not been edited for errors or omissions, it is for reference only and is not the official minutes of the meeting.