* 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. [00:00:01] TO WRESTLE BACK FROM, BUT, UH, WE'LL, WE'LL SEE HOW TODAY GOES. UH, MY NAME IS MATT MARINAS. UH, IT'S A PLEASURE TO BE HOSTING, UH, THIS SECOND WORKSHOP. UH, WE HAVE A LOT TO COVER IN A FEW HOURS TODAY. UH, THE REASON FOR THE SHORT, THE SHORTER VERSION OF THIS MEETING VERSUS LAST TIME, LAST TIME, WE UNPACKED A LOT OF TECHNICAL DETAILS. UH, A LOT OF THOSE TECHNICAL DETAILS WERE TIED TO A BATCH ZERO, A CONCEPT, THE BATCH ZERO B CONCEPT. JEFF WILL TALK ABOUT HOW WE ARE ON A CHANGE OF DIRECTION RIGHT NOW AND WHAT DOES IT LOOK LIKE TO REALIGN TO A STAKEHOLDER PROCESS SOLUTION. AND SO WE'RE GONNA BE TALKING ABOUT MARKET FEEDBACK TODAY. WE'RE GONNA BE TALKING ABOUT WHAT DOES IT LOOK LIKE TO ADDRESS SOME OF THE MAJOR CONCERNS THAT WE'VE HEARD FROM THE COMMUNITY. UM, AND THEN ERCOT WON'T SPEND AS MUCH TIME ON THE TECHNICAL PIECE. I WILL SAY THIS, IF I FORGET THOUGH, THE ORIGINAL, YOU KNOW, UH, TECHNICAL SUBSTANCE IS IN THE APPENDIX OF THE ERCOT PRESENTATION THAT WE POSTED. UM, [1. Antitrust Admonition] SO LEMME JUST GO AHEAD AND GET US THE ANTITRUST ADMONITION OFF AND THEN WE'LL GET UP AND RUNNING. SO I'LL LET YOU READ THAT ON THE SCREEN. WHILE YOU'RE READING THAT ON THE SCREEN, IF YOU WANT TO GET IN THE QUEUE AND YOU'RE IN THE ROOM, WE'D ENCOURAGE YOU TO JOIN THE WEBEX LINK THAT WILL ALLOW YOU TO SAY, I HAVE A QUESTION. THERE'S NO WAY TO SEE HANDS IN THE ROOM. SO WE'RE GONNA USE THE WEBEX, UM, MESSAGE FUNCTION TO SAY, I HAVE A QUESTION, AND WE'LL TRY TO MANAGE THAT LIKE LAST TIME. HOPEFULLY NOT 30 PEOPLE IN THE QUEUE AT A TIME. UM, THE SECOND PIECE, IF YOU DO USE WEBEX, PLEASE MUTE YOUR COMPUTER ON ENTRY, THE MICROPHONE, AND THAT LIKE NO AUDIO, I THINK IS THE OPTION YOU CAN USE. SO JOIN THE WEBEX WITH NO AUDIO. UM, SO ANTITRUST ADMONITION. AND THEN, UM, PRIORITY, LET ME TELL YOU RIGHT NOW WHEN OUR NEXT WORKSHOP IS, SO YOU CAN MARK YOUR CALENDARS. SO TODAY IS THURSDAY, FEBRUARY 12TH. NEXT THURSDAY IS THE LARGE LOAD WORKING GROUP. THAT WILL NOT BE A DEEP DIVE MEETING. WE'RE GONNA DO A, I CALL IT A SHOW YOU WHERE WE'RE AT MEETING. SO IF YOU WANT TO LOG IN AND LISTEN TO LLWG, THAT'S THE LARGE LOAD WORKING GROUP FOR AN HOUR. ERCOT IS GONNA START TO SAY, WE THINK THESE ARE THE ELEMENTS THAT NEED TO BE PUT INTO THIS NEW NPRR THE WEEK FOLLOWING THAT ERCOT WILL WALK THROUGH THAT DRAFT NPRR. SO THE MAIN THING YOU WANNA CIRCLE ON YOUR CALENDAR IS FEBRUARY 26TH, NINE 30 TO WHENEVER THAT IS, AN ALL DAY WORKSHOP ON THE NEW RULES OF THE ROAD FOR BATCH ZERO, AS ERCOT KNOWS, AS BEST THEY DO AT THAT POINT IN TIME. UH, SO THIS IS VERY MUCH A COLLABORATION AND A PARTNERSHIP. YOU'RE GONNA HEAR OVER AND OVER AGAIN. WE HAVE HEARD A LOT OF FEEDBACK. WE ARE DOING OUR BEST TO NAVIGATE THE WATERS. EVERYONE HAS THEIR STORY AND ONE SOLUTION WILL NOT FIT EVERYONE'S STORY, BUT WE'RE DOING OUR BEST TO FIND WHAT IS PREDICTABLE, WHAT'S UNDERSTOOD, AND WHAT'S REASONABLE, UH, TO MOVE FORWARD. SO THANK YOU FOR THE FEEDBACK. THIS IS DEFINITELY, UH, ERCOT PARTNERSHIP OF BRINGING TOGETHER SOMETHING AS A, I THINK JEFF SAID IT WELL, IT'S IN PENCIL. WE'RE OPEN TO FEEDBACK SO WE DON'T GET IT WRONG. AND THEN WE COME BACK WITH THE NEXT ONE. SO, UM, THAT WAS THE, AND THEN THE LAST THING IS PEOPLE HAVE, THIS HAS BEEN FREQUENTLY ASKED QUESTION IS, WHAT'S UP WITH THE COMMENTS? SO WE RECEIVED COMMENTS FROM 30 PLUS COMPANIES, WE PUT THAT INTO A ZIP FILE. THE WAY THE ZIP FILE WORKS IS IT DOWNLOADS YOUR MACHINE HEAVEN HELP YOU IF YOU HAVE A MAC, I CAN'T HELP YOU THERE. ASK, ASK YOUR KID. UM, AND SO WHAT'LL HAPPEN IS YOU OPEN UP THE ZIP FILE AND, UH, THANK YOU JANICE ASON FOR HELPING TO PUT THIS TOGETHER. WE HAVE NOW PUT A READ ME ON THE TOP OF IT. SO IF YOU DON'T KNOW, IF YOU FORGET EVERYTHING I SAY, DOUBLE CLICK THE READ ME TO EXPLAIN HOW TO OPEN THE HYPERLINK. BUT HERE'S, WATCH THIS ONE. SO IF YOU GO AHEAD AND CLICK THIS, YOU'RE GONNA OPEN AN EMAIL AND BE DISAPPOINTED AND SAY, WHERE'S THE BEEF? AND WHAT YOU DO IS YOU CLICK ON DOUBLE CLICK ON THIS OR COPY THIS LINK. AND THAT WILL THEN LAUNCH AN ADOBE FILE THAT'LL SEE EITHER THE WORD DOCUMENT, THE PDF, THE POWERPOINT PRESENTATION, WHATEVER IT WAS. AND YOU CAN SEE IT. I WILL SAY PERSONALLY AS ERCOT, I'M EXCITED THAT WE DID THIS PROCESS BECAUSE YOU'RE SEEING A LOT OF THE SLIDES THAT ERCOT SAW. THIS IS A CHANCE FOR A LOT OF PEOPLE TO TELL THEIR STORY OF WHY THEY THINK THAT THIS IDEA IS SO CRITICAL TO THIS. AND SO, AGAIN, WE'LL TRY TO SUMMARIZE JESSE , GOD BLESS HIM, JESSE DID A GREAT JOB TRYING TO SUMMARIZE ALL OF THIS DIFFERENT INPUT AND TO TRY TO SYNTHESIZE IT INTO KEY POINTS WITH IT. SO, ALRIGHT, AND SO LET ME GO AHEAD AND SET THE STAGE FOR THE DAY AND WE WILL CONTINUE ON CLOSE. OKAY, BACK TO OUR REGULAR MEETING. ALRIGHT, SO JEFF, I'M GONNA GO AHEAD AND OPEN THIS AND TURN THE FIRST PART OVER TO YOU IS SINCE THE LAST WORKSHOP, THINGS [00:05:01] HAVE CHANGED A BIT. OH, I'M SORRY. SO LET ME JUST KINDA GIVE YOU THE DAY I, I VOICED OVER THIS. LET ME GET YOU A LINE OF SIGHT TO IT. WE'RE GONNA START WITH [2. Update on PUCT Guidance (February 9, 2026 Open Meeting)] A BRIEF UPDATE ON WHAT THE PC, UH, GUIDANCE WAS ON THIS PROCESS. WE'RE THEN GONNA HAVE A, LET'S CALL IT A, A, A DEEPER DIVE ON THE STAKEHOLDER FEEDBACK RECEIVED. TWO THINGS HAPPENED SINCE THE LAST MEETING. YOU HAD A SURVEY THAT YOU COULD COMPLETE ONLINE AND WE HAVE DATA BEHIND TO SHARE. AND THERE'S ALSO THE IDEA OF THOSE EMAILED COMMENTS THAT CAME IN THAT WERE PUBLICLY POSTED SO EVERYONE CAN SEE EVERYBODY'S THOUGHTS. SO THAT'LL BE WHERE JESSE HELPS TO LEAD THAT PIECE. AND THEN IT'S THE MARKET, UH, THE ERCOT FEEDBACK ON THE KEY MARKET TOPIC. SO FROM AFTER THE LAST WORKSHOP, WE HEARD LOUD AND CLEAR THERE'S 12 THINGS THAT ARE REALLY IMPORTANT AND JUST BEEN WALKING AROUND WITH THAT AT THE COMMISSION AND AT THE BOARD MEETING. AND THESE ARE THE 12 THINGS. SO IT'S A CHANCE TO PULL THE THREAD A LITTLE MORE ON SOME OF THOSE, BUT ALSO TO SAY THERE'S MORE WORK TO BE DONE. BUT WE WILL TOUCH ON EACH OF THOSE. UH, AND THEN NEXT STEPS, UH, I WILL START TO LAY OUT THE TRAJECTORY THAT WE BELIEVE WE'RE ON FOR THIS PARTNERSHIP TOGETHER OF SOLVING ALL THESE PROBLEMS IN THE NEXT, UH, BEFORE JUNE 1ST. ALRIGHT, SO JEFF, YOU ARE THE FIRST SLIDE ON THE PC MEETING. YEAH, THANKS MATT. SO, UH, JEFF, BILL WITH ERCOT. UH, SO THE, UM, WHEN, UH, WE INITIALLY STARTED GETTING FEEDBACK FROM STAKEHOLDERS, WHAT WE HEARD WAS, UH, HEY, HEY, WE, WE, UH, SUPPORT ERCOT MOVE TO A BATCH STUDY PROCESS. HOWEVER, WE ARE, UH, HEARD THIS FROM DEVELOPERS, UH, AND FROM TSPS AS WELL, BUT FROM PRIMARILY FROM DEVELOPERS. THAT SAID, WE HAVE A PROJECT THAT IS SOMEWHERE IN THE CURRENT INTERCONNECTION PROCESS, AND IT IS STUCK IN THE CURRENT INTERCONNECTION PROCESS. UM, AND, AND SO WE, WE LIKE THIS BATCH STUDY IDEA, BUT YOU KNOW, WE, WE NEED TO GET UNSTUCK FROM THE CURRENT PROCESS AND WE NEED TO DO THAT QUICKLY. THAT THERE'S A LOT OF UNCERTAINTY NOW WITH, NOW THAT ERCOT ANNOUNCED THAT YOU'RE GOING TO DO BATCH STUDY PROCESS. WE, WE HAVE A LOT OF UNCERTAINTY WITH WHAT THAT IS GOING TO LOOK LIKE. AND SO WE, WE TOOK THAT FEEDBACK AND, UH, WE'RE PURSUING THIS IDEA OF HAVING A, UH, A QUICK TRANSITION TO A BATCH STUDY, WHICH WE CALLED BATCH ZERO THAT WOULD BE BEFORE AN ONGOING BATCH STUDY PROCESS, BATCH ONE, AND, AND SO ON. UH, AND SO THAT, THAT WAS OUR INITIAL IDEA. AND IN ORDER TO, UH, EFFECT THAT QUICKLY, UH, WE HAD BEEN THINKING THAT WE WOULD DO A GOOD CAUSE EXCEPTION, UH, THAT WOULD ALLOW US TO NOT CONTINUE THE CURRENT PROCESS, UH, WHILE WE'RE DOING THIS BATCH ZERO PROCESS. AND THEN EVENTUALLY WE WOULD WORK THROUGH SOME REVISION REQUEST, UH, THAT WOULD CODIFY THE BATCH ONE AND, AND SO ON. UM, SO AT THE, UM, THAT'S WHAT WE'VE BEEN TALKING, WE HEARD FEEDBACK AT THE WORKSHOP, UH, LAST WEEK. AND THEN AT THE OPEN MEETING, UH, WHEN WE, UH, PRESENTED OUR UPDATE TO THE COMMISSION, THE, UH, COMMISSIONERS INDICATED THAT THEIR PREFERENCE WAS FOR OR NOT TO DO A GOOD CAUSE EXCEPTION. UM, BUT RATHER TO, UH, I'LL SAY SORT OF TAKE OUR TIME AND, UH, I THINK THE MESSAGE WAS THAT WE NEED TO GET IT RIGHT. UH, AND A BETTER PROCESS TO MAKE SURE THAT WE DO THAT WOULD BE TO, UH, TO, UH, IMPLEMENT BATCH ZERO AS A REVISION REQUEST. UM, HOWEVER, THEY ALSO EXPRESS THAT WE NEED TO STILL MOVE QUICKLY THROUGH THAT REVISION REQUEST PROCESS. SO THIS CANNOT BE A REVISION REQUEST THAT WE, UM, YOU KNOW, SITS IN THE STAKEHOLDER PROCESS FOR HALF A YEAR OR ANYTHING LIKE THAT. WE'VE GOT TO MOVE THIS QUICKLY, UH, BECAUSE THOSE SAME STAKEHOLDERS, THOSE DEVELOPERS THAT HAVE THAT UNCERTAINTY AND WANT TO MOVE THEIR PROJECTS QUICKLY, UH, THAT THAT STILL EXISTS. UH, BUT THE, THE MORE, I THINK THE, THE FEEDBACK WE HEARD WAS THAT THE MORE RIGHT, RIGHT SIZE, UH, TIMELINE WAS A JUNE BOARD, UH, APPROVAL OF THAT REVISION REQUEST. UH, AND, AND SO THAT IS THE, UH, THE PATH THAT WE ARE, UH, NOW ON IS WE ARE, UH, INTERNALLY WE ARE DEVELOPING, UH, REVISION REQUEST. UH, I, I WOULD SAY WE'RE, WE'RE STILL I THINK DEBATING IF THAT IS JUST AN NPRR OR IF THAT'S AN NPRR AND A-P-G-R-R, UM, UH, WE, WE WILL LAY OUT, UH, A LITTLE BIT, I THINK MATT, MATT'S GONNA LAY OUT KINDA WHAT OUR, OUR PLAN IS HERE IN A MINUTE FOR, UH, FOR THAT, FOR HOW, HOW DO WE GET TO THE JUNE BOARD WITH THAT, UH, REVISION REQUEST. BUT, UH, THE, UH, COMMISSIONERS AND IN PARTICULARLY THE THE CHAIRMAN, UH, UH, VERY STRONGLY INDICATED THAT WE NEED TO HIT THAT JUNE BOARD DATE. UH, THIS, THIS CAN'T [00:10:01] LINGER FOR A LONG TIME. AND SO WE HAVE A LOT OF WORK TO DO, UH, AND IT IS A LOT OF WORK, BUT WE ARE CONFIDENT THAT WE CAN GET THAT WORK DONE, UH, IN TIME TO GET TO A A JUNE BOARD, UH, DECISION. UM, IN, IN PARALLEL TO THAT, A LOT, A LOT OF THE FEEDBACK THAT WE'VE HEARD IS THAT STAKEHOLDERS ARE, UH, REALLY INTERESTED IN THE, UH, BRING YOUR OWN GENERATION OR, OR CO-LOCATED GENERATION, UH, CONCEPT, UH, AS WELL AS, UH, CLR CONCEPT. UM, UH, HOWEVER, WE ALSO KNOW THAT THAT IS, THERE'S A LOT OF WORK TO DO THERE. UH, AND, AND SO PRIORITY IS TO GET, UH, BATCH ZERO. UH, WE, WE WILL HAVE A BATCH, BATCH ZERO REVISION REQUEST OR REVISION REQUEST FOR THE JUNE BOARD. UH, WE WILL ATTEMPT TO ALSO BRING THE, UH, BRING OUR GENERATION AND CLR UH, REVISION REQUEST, UH, AT THAT SAME TIME. UH, BUT IF WE END UP HAVING, UH, YOU KNOW, ISSUES IN THE S OR PROCESS THAT DON'T ALLOW US TO MOVE THOSE, UH, AT THE SAME TIME AS BATCH ZERO, THEN YOU KNOW THAT, THAT, THAT, THAT, YOU KNOW WHAT, WE WILL HAVE TO ACCEPT THAT. UH, SO I THINK THE MESSAGE FROM THE COMMISSION WAS, YES, THESE ARE IMPORTANT. YES, YOU SHOULD WORK ON THEM. UH, YOU SHOULD TRY TO GET THEM IN FOR BATCH ZERO. UH, BUT WE DON'T WANT TO SACRIFICE BATCH ZERO IF YOU CAN'T GET ALL, BECAUSE THERE'S, THERE'S A LOT OF WORDS THAT NEED TO BE PUT ON PAPER AND IN THE PROTOCOLS TO MAKE THOSE HAPPEN. UH, SO THAT, THAT IS THE, UH, THE PLAN FOR THAT. UM, AND THEN LASTLY, WANTED TO NOTE THAT, UH, THE CURRENT PROCESS, WHICH WE AFFECTIONATELY CALL BIGGER ONE 15 PROCESS, BUT IT'S ESSENTIALLY THE PLANNING GUIDE SECTION NINE PROCESS, UH, THAT IS STILL IN EFFECT. UH, AND WE ARE STILL GOING THROUGH THAT PROCESS WHERE WE ARE, UM, YOU KNOW, STUDIES ARE STILL HAPPENING. UH, WE ARE STILL APPROVING STUDIES, WE ARE STILL APPROVING, UH, ENERGIZATION PLANS BASED ON THAT, UH, THAT, UH, PROCESS THAT'S LAID OUT AND PLAN AND GUIDE SECTION NINE. UM, SO LET ME, UH, ACTUALLY BEFORE I TAKE ANY QUESTIONS, MATT, DO YOU WANT TO KIND OF LAY OUT THE PLAN TO GET US FROM NOW TO THE JUNE BOARD? YEAH, THANKS, JEFF FOR KIND OF FRAMING THAT OUT. SO WE HAVE OUR MARCH HONOR, WHICH IS JUNE BOARD, UNFORTUNATELY, IS JUNE 1ST BOARD, WHICH MEANS WE'RE BACK TO NOW MAY 24TH, WHICH MEANS THAT'S THE LAST CHANCE FOR ATTACK APPROVAL, WHICH MEANS THE PRS APPROVAL. SO IT'S THAT HOW DO YOU BACK STACK OR BACKTRACK OUT WHAT'S OUR CRITICAL PATH? AND IT'S NOT EASY, IT'S A SQUEEZE. AND SO LET ME KINDA SHOW YOU, THIS IS AN INITIAL CUT FROM ERCOT TEAM, UH, LOOKING AT THIS. AND TAC LEADERSHIP IS ALSO CONSIDERING OPTIONS ON HOW TO ENSURE A SUCCESSFUL, UH, REVIEW AND APPROVAL. BECAUSE, FOR EXAMPLE, WE'RE NOT ALL JUST GONNA WALK INTO TAC ON MAY 24TH AND HOPE THAT WE'RE GONNA MAKE IT THROUGH. SO IT'S THE IDEA OF WHAT DOES IT LOOK LIKE TO TAKE THE NECESSARY, UH, VOTES ALONG THE WAY IF NEEDED. AND SO LET'S JUST TALK ABOUT GETTING OUT OF THE GATE. AND AGAIN, I'LL HIP THIS AT THE END TOO, SO I'LL TRY TO BE QUICK NOW TO GET TO THE CONTENT. BUT THE IDEA IS WE'RE HERE TO WORKSHOP TODAY. LARGE LOAD WORKING GROUP I TALKED ABOUT, THAT'S OUR STOP OVER NEXT WEEK IS JUST A ONE HOUR TIME SLOT OF HOW WE'RE DOING THIS. AND THEN THIS WORKSHOP WILL BE THE DRAFT NPR LANGUAGE, AND THAT IS ON FEBRUARY 26TH. SO THAT IS THE CHANCE TO GET INTO THAT PIECE. AND THEN THE IDEA IS ALMOST IN EVERY OTHER WEEK, CADENCE TO WORK THROUGH THESE ISSUES IS THE CHAIR OF THIS GROUP. MY JOB IS TO FIGURE OUT HOW TO TAKE A LOT OF ISSUES WITH A LOT OF PEOPLE AND NARROW IT DOWN. UM, THESE ALL NEED TO BE KIND OF, THESE ALL NEED TO BE PUBLIC FORMS. AND SO WE MAY HAVE BOXED OUT DAYS TO WHERE IT'S 90 MINUTES ON THIS TOPIC AND WE'RE GONNA SWITCH TO THE NEXT ONE SO PEOPLE KNOW WHEN TO BE HERE, WHEN TO LOCK IN AND GET THIS STUFF DONE. AND SO AGAIN, THIS WILL BE, THERE'S A LOT OF DETAILS TO COME AS TO WHICH OF THESE AND HOW THEY, UM, UNFOLD. WHAT ARE THE BIG ISSUES, WHAT ARE THE EASY ISSUES, AND GETTING THROUGH IT. AND AS WE GET INTO THE APRIL AND MAY, THIS MAY BECOME AN ERCOT LED WORKSHOP THAT STARTS TO TRANSITION INTO SPECIAL PRS MEETINGS OR SPECIAL ATTACK MEETINGS. AND SO APRIL, MAY, MAY LOOK LIKE A LOT OF SPECIAL MEETINGS ON THAT SIDE. SO THAT'S STILL TO BE DETERMINED, BUT SUFFICE IT TO SAY LOTS OF MEETINGS, LOTS OF COMMUNICATION, AND, UM, A LOT OF WORK TO DO, UH, IN PARALLEL TO THIS IS THE IDEA THAT PRS IS THE FIRST STOP FOR APPROVING AN NPR, IF YOU'RE NOT AWARE OF THAT. AND THEN IT GOES TO TAC AND THEN IT GOES TO THE BOARD IN THE EVENT THAT THERE'S AN ACCOMPANYING, UH, PLANNING GUIDE, REVISION REQUEST, THIS PIGGER THAT WOULD THEN ALSO NEED ROSS UPDATES ALONG THE WAY AND ULTIMATELY A VOTE. SO THAT MAY NOT BE NEEDED, THAT STREAM MAY NOT BE NEEDED. AND THEN AS WE GET TO TAC, IT'S OBVIOUSLY GONNA BE MONTHLY UPDATES TO THAT GROUP TO GET TO THE TAC VOTE AND OR SPECIAL MEETING. SO THIS IS A STARTING POINT, NOT THE FINISHING POINT. AND THEN ULTIMATELY THE ERCOT BOARD, AND OF COURSE THE BOARD WILL HAVE INTEREST OF WHERE WE'RE AT IN APRIL. [00:15:01] SO THAT'S THE HIGH LEVEL PIECE. AND AGAIN, WITH A TARGET APPROVAL OF THE BOARD ON THAT JUNE 1ST MEETING, WILL THEN SET THE SAGE FOR PUC APPROVAL AT SOME POINT AND A PROTOCOL EFFECTIVE DATE ON AUGUST 1ST. SO I GUESS, TAKE ANY CLARIFYING QUESTIONS HERE. OKAY. YEAH. HEY, HEY, MATT, ACTUALLY, BEFORE THERE IS SOMETHING I, I MEANT TO MENTION AND, UH, AND FORGOT TO, I WANNA GO BACK TO THE, UM, THE BATCH ZERO. SO, SO WHEN WE HAD ORIGINALLY BEEN THINKING OF, OF THIS, WE, WE HAD THOUGHT THAT WE WOULD START, UH, IF WE WENT THE GOOD CAUSE EXCEPTION ROUTE, WE WOULD START A BATCH ZERO CALLED PHASE A IN, UH, LATE, LATE MARCH, EARLY APRIL. AND, UH, AND THEN WE, WE WOULD, UH, PERFORM THAT AND THEN WE WOULD DO A MORE COMPREHENSIVE PHASE B OF BATCH ZERO, UH, LA LATTER HALF OF THIS YEAR. CALL IT. UH, I, I THINK WITH THE CHANGE IN THE TIME, UH, WE NO LONGER BELIEVE THAT WE HAVE THE, UH, THAT TIME TO, TO DO A TWO PHASE APPROACH BECAUSE THAT WOULD PUT BATCH ONE, UH, JUST TOO FAR OUT. AND THERE ARE LIKELY, AND, AND, YOU KNOW, CRITERIA, WE, WE, WE, WE WILL WORK THROUGH THIS WHEN WE GET TO THE REVISION REQUEST, BUT CRITERIA FOR WHI, WHICH OF THE LARGE INTERCONNECT INTERCONNECTION REQUEST PROJECTS GO INTO BATCH ZERO AND WHICH ARE GOING TO BE IN BATCH ONE. WE, WE, WE DON'T WANT BATCH ONE TO BE TOO FAR OUT. AND SO BECAUSE OF THAT, WE ARE MOVING AWAY FROM A TWO PHASE APPROACH TO BATCH ZERO, AND WE WILL JUST HAVE A SINGLE BATCH ZERO STUDY FOLLOWED BY, UH, BATCH ONE. SO THE IDEA IS THAT EVERY SINGLE PROJECT, WE WANT TO BE ABLE TO, UH, MOVE THROUGH EITHER BATCH ZERO OR, UH, BATCH ONE, UH, SO THAT THIS, UH, IS NOT A, THIS WHOLE PROCESS DOES NOT CAUSE A DELAY OR MUCH OF A DELAY FOR PROJECTS THAT ARE CURRENTLY IN THE PROCESS. SO, GOOD CLARIFICATION. THANK YOU, JEFF. ALL RIGHT. SO WE HAVE 1, 2, 3, 4, 5, SIX-ISH PEOPLE IN THE QUEUE. SO LET'S JUST WORK THAT REAL QUICK. KATIE COLEMAN, GO AHEAD. HI, GOOD MORNING. KATIE COLEMAN FOR TICI WAS JUST WONDERING IF YOU GUYS ARE ENVISIONING A COMBINED NPRR OR TWO SEPARATE NPRS FOR THE CL R AND BRING YOUR OWN GENERATION PROPOSALS? YEAH, A G WILL HIT THAT IN A MINUTE. WE'RE GONNA KEEP THEM DECOUPLED, BUT, UH, WHAT DO YOU CALL IT, COLLECTIVELY, BOLT ABLE TOGETHER, IF THAT'S EVEN A WORD. WHEN I SAY BOLT, IT WOULD MEAN LET'S CREATE THE BATCH STUDY FRAMEWORK. AND IF THE CLR CONCEPT CAN BE VETTED AND FIT TOGETHER TO WHERE IT CAN BE APPROVED AT THE SAME TIME AND IT ALL FITS TOGETHER, THAT WOULD THEN BE THE BATCH PROCESS AND THE CLR. BUT IT WOULD BE SEPARATE, UH, NPRS FOR THAT AS WELL AS THE CO-LOCATED GENERATION. SO POTENTIALLY THREE NPRS THAT ALL FIT TOGETHER. BUT THE, THE THING THAT WE CANNOT MISS IS GETTING THAT BATCH PROCESS N PR ACROSS THE FINISH LINE. ALRIGHT, NEXT QUESTION. SAM. SAM JUNG. UH, SAM JUNG, EPE. UM, JUST A, PROBABLY SPEAKING FOR A LOT OF DEVELOPERS HERE. UM, IF YOU GO TO SLIDE BACK, THERE'S A COMMENT ON THE CURRENT PGRS, UH, PROCESSES REMAINS IN EFFECT, AND THE LARGE LOAD CUSTOMERS WILL CONTINUE SUPPORT WOULDN'T BE APPROVED. WHAT DOES APPROVED BEING MEAN? WOULD THAT MEAN, UM, I GUESS THAT WILL BE CONSIDERED IN LIKE THE, AS A FIRM LOAD AND THE BATCH ZERO, WHATEVER, I GUESS THE DETAIL WILL, YOU KNOW, UM, REVEAL ITSELF. BUT, UH, DO YOU MIND EXPLAIN A LITTLE MORE ON THAT? YEAH, SO I, I THINK, UM, UH, WHAT WE MEAN HERE IS THAT WE ARE GOING TO CONTINUE TO FOLLOW THE, THE PROCESS AS LAID OUT IN PLANNING GUIDE SECTION NINE, WHAT THAT MEANS FOR BATCH ZERO. I, I THINK WE DON'T KNOW YET. UH, WE, WE HEARD FEEDBACK AND, AND WE WILL TALK ABOUT THIS MORE IN A MINUTE. HEARD, HEARD FEEDBACK. AND SO AS WE ARE DRAFTING THE RULES FOR BATCH ZERO, UH, WE WILL TAKE THAT FEEDBACK INTO ACCOUNT. ALRIGHT, THANK YOU. UH, PRASHANT. HEY, THIS IS PRASHANT FROM BLACK MOUNTAIN. UM, I THINK YOU ANSWERED MY FIRST QUESTION. UM, BASICALLY THERE WILL BE ONLY ONE BATCH INTERRUPT, TWO THAT ZEROS. UH, OTHER QUESTION WAS REGARDING THE REQUIREMENTS. UM, I'M SURE YOU MIGHT BE TOUCHING ON THIS. UM, SO THE CH THE CUTOFF REQUIREMENTS THAT WE HAD INITIALLY IN THE, FOR BA ZERO OR B ZERO BEING THE PREVIOUS ONE. SO BASICALLY IS GONNA REVISE THOSE, UM, AND UPDATE THROUGH THE NPR OR PRR PROCESS, UH, AND BASICALLY UPDATE THE STAKEHOLDERS, UH, THROUGH THOSE, UH, BASICALLY THE QUALIFICATIONS FOR, UH, JUNE START FOR THE BAD ZERO PROCESS. IS THAT RIGHT? WELL, TAKING DATES OFF THAT, WE ARE NOW ONTO A NEW PROCESS. SO THE CURRENT PROCESS IS ESTABLISHED ARE STILL IN EFFECT [00:20:01] DATES ARE THINGS THAT WE BROUGHT FORWARD AS PART OF BATCH ZERO A AND ZERO B ARE NO LONGER APPLICABLE. AND WE ARE ON THIS NEW TRACK FOR THIS BATCH ZERO PROCESS NPR AND TIMING AND THE PROTOCOLS WOULD GO INTO EFFECT ON AUGUST 1ST. AT THAT POINT IS THE GREEN LIGHT FOR OUR CO TO PROCEED WITH THAT BATCH PROCESS. UM, AGAIN, ONE OF THE THINGS WE'LL TALK ABOUT LATER IN THE MEETING, I DON'T WANNA GET STUCK ON IT HERE, IS DATES. UH, WE HEARD LOUD AND CLEAR ABOUT HOW DATES ARE IMPORTANT TO YOU GUYS. UM, AND SO THAT WOULD BE, UH, WELL, WE'LL TALK ABOUT THAT WHEN WE GET TO IT. OKAY. I HOPE THAT CLARIFIES. THANKS. ALRIGHT. YOU BET. ERIC. ERIC GOFF, I SAW YOU. OH, ARE YOU UNPLUGGED? YOU CONNECTED, THERE YOU GO. UM, HAD TO CONNECT A WIRE IN ORDER TO SERVE THIS LOAD. , UH, UM, JUST REAL BRIEFLY ON THE SCHEDULE, AND I, I KNOW WE ALL KNOW THIS, BUT I THINK IT WOULD BE USEFUL FOR US GIVEN THE HIGH PROFILE NATURE OF THIS TO PLAN FOR SPECIAL MEETINGS IF WE NEED VOTING BODIES, IF WE NEED TO IN ORDER TO KEEP ON OUR SCHEDULE. YES. AGREED. ALRIGHT, NEXT. BILL BARNES. YEAH, I THINK ON THAT SAME LINE, BILL BARNES, NRG IS, UH, ONE, APPRECIATE THE TIMELINE LAYOUT HERE. WE WILL BRACE OURSELVES FOR MANY WORKSHOPS, WHICH MAKES SENSE. WE ARE SUPPORTIVE OF A MODIFIED POTENTIAL, POTENTIALLY AD HOC, UH, STAKEHOLDER APPROVAL PROCESS WHERE WE CAN ACCELERATE THIS. I DO THINK IN THE PAST, I KNOW ANN'S NOT HERE, BUT MAYBE CO'S WE HAVE DONE COMBINED MEETINGS WITH PRS AND ROSS AND MAYBE SOME OF THOSE LATER WORKSHOPS CAN ACT AS THOSE FORMS WHERE WE CAN MAKE SURE WE MOVE RULE SETS THROUGH QUICKLY. UM, SO THAT'S ONE ONE FIRST COMMENT IS WE'RE VERY SUPPORTIVE OF, UH, MAKING ADJUSTMENTS TO THE STAKEHOLDER REVIEW PROCESS AND APPROVAL PROCESS IF WE NEED TO. THE SECOND IS, SOME OF THESE TOPICS ARE, ARE PRETTY MEATY. ARE WE PLANNING TO DESIGN THE WORKSHOP SCHEDULE WHERE WE'RE GONNA TALK ABOUT SAY BYOG AT WORKSHOP THREE OR CLRS AT WORKSHOP THREE? OR IS THAT WHAT WE'RE THINKING ON THE WORKSHOPS IS THEY'RE GONNA BE DEDICATED SUBJECT MATTER FOR SPECIFIC. OKAY, APPRECIATE THAT. YES, THANKS. STRONG. YES. THOSE WILL HAVE TO BE BECAUSE IF WE GET EVERYONE IN A ROOM AND JUST SAY, HEY, WHAT DO WE WANNA TALK ABOUT? IT CAN'T BE THAT WAY. IT'S 90 MINUTES ON DYNAMIC STUDIES OR 90 MINUTES ON THIS AND WE JUST HIT IT HARD. ALRIGHT, UH, NEXT AND I SEE THAT, UM, YEAH, CAITLYN JUST CHIMED IN. TECH LEADERSHIP IS WORKING WITH ERCOT STAKEHOLDERS, UH, TO GET THOSE OTHER MEETINGS FOR APRIL AND MAY. SO BY THE END OF THIS WEEK WE'LL HAVE A SCHEDULE FOR THE BALANCE OF FEBRUARY AND MARCH MEETINGS AND THEN WE'LL FIGURE OUT HOW THAT COUPLES AND FITS TOGETHER WITH THE STAKEHOLDER MEETINGS. SO THAT'LL GET US THROUGH THE FIRST SPRINT OF SIX WEEKS. OKAY. UH, SORRY I LOST THE QUEUE. I'M SORRY. COREY, CAN YOU HELP ME? UH, IS IT HAYNES IS NEXT HAYNES RADER? YEP. THANKS. GO AHEAD HAYNES. THANK THANK YOU. UH, HAYNES RADER WITH SKYBOX DATA CENTERS. UM, ON THAT THIRD BULLET ON THAT SLIDE ON PGRR ONE 15, UM, I RECOGNIZE THAT'S GUIDANCE FROM THE PDC. DOES ERCOT INTEND TO FOLLOW THAT GUIDANCE JUST TO BE CLEAR? YES. THANK YOU. THEY BETTER? ALRIGHT, THANK YOU. ALRIGHT, UH, SHILPI AND SHILPI, IF YOU'RE TALKING, WE DON'T HEAR YOU YET. GONNA GO ON NEXT, I'LL COME BACK TO YOU HIL IN A MINUTE. UH, SUNIL. ALL RIGHT. THAT MAKES THE QUEUE FASTER. KEVIN HANSEN? YEAH, I'M JUST CURIOUS, UM, FIGURE 1 22 HAS NOT BEEN RESOLVED YET, BUT I'M SURE IT HAS AN IMPACT ON THE ANSWER HERE. UH, DO WE NEED TO RESOLVE THAT PRIOR TO THE BATCH PROCESS OR IS IT GONNA BE INCORPORATED INTO THE NPR SLASH FIGURE THAT WE'RE LOOKING AT? SO, UH, FIGURE 1 22 WE THINK CAN GO IN PARALLEL. OKAY. IF WE DON'T FINALIZE THAT THOUGH, ARE WE GONNA ASSUME WE HAVE INFINITE CAPABILITIES OR ARE WE GONNA ELIMINATE IN THE STUDY? UM, WE, UH, RIGHT NOW THE ONE 15 PROCESS, YOU KNOW, WE DON'T HAVE THAT LIMITATION IN THERE, SO I, I WOULD SAY IT'S, AGAIN, WE SEE THIS AS PARALLEL. OKAY, THANKS. ALRIGHT, I'M GONNA GO BACK TO SHILPI. ARE YOU BACK ONLINE? ARE YOU BACK ONLINE? YEAH. THANK YOU SO MUCH. UH, CAN YOU HEAR ME NOW? [00:25:01] YES, YES. OH, PERFECT. SORRY ABOUT THAT. SOME GLITCH ON MY END. SO, UH, THIS IS HIL SUNIL KUMAR WITH MARA. AND A QUICK CLARIFICATION ON THE SLIDE WHERE YOU SAID THAT SINCE PUCT HAS REQUESTED TO FOLLOW THE STAKEHOLDER PROCESS, YOU MENTIONED SOMETHING ABOUT THAT BATCH ZERO A AND ZERO B IS NOT A PATH WE WOULD BE THINKING FORWARD, UH, UH, GOING FORWARD. SO TRYING TO UNDERSTAND THAT NOW THAT THE STAKEHOLDER PROCESS AS IT HAPPENS, THE CURRENT PROJECTS WHICH ARE ALREADY IN THE QUEUE WILL FOLLOW UNDER THE CURRENT PROTOCOLS. AND THEN WHAT EXACTLY WOULD BATCH ZERO MEAN FOR THE NEW PROCESS? WOULD THAT STILL TRY TO MOVE SOME OF THE ALREADY FILED PROJECTS INTO THAT BATCH OR WOULD THAT BE FOR ALL THE NEW PROJECTS THAT COME IN AFTER SAY THE JUNE OR JULY OR WHATEVER DATE? UH, WE ALL AGREE UPON? YEAH. SORRY JEFF, THAT'S A TECHNICAL QUESTION THAT HASN'T BEEN ADDRESSED YET, BUT JEFF IS GOING TO TAKE A SHOT AT WHY WHEN WE CAN ANSWER THAT QUESTION. I THINK IT'S MUCH LATER IN THE PROCESS. YEAH, SO BATCH ZERO ZERO WILL BE, UM, CAN YOU TELL, SO SHILPI, IF YOU CAN MUTE YOUR PHONE AS WE'RE TALKING, IT IS PINGING BACK OFF YOUR WALL INTO THE MICROPHONE. SORRY IF YOU CAN MUTE YOUR MICROPHONE WHILE WE RESPOND. GO AHEAD JEFF. YEAH, SO, UH, BACHELOR WILL BE A TRANSITIONAL BATCH PROCESS INTENDED FOR, UH, UH, I'LL SAY SOME PROJECTS THAT ARE CURRENTLY IN THE, THE CURRENT INTERCONNECTION PROCESS AND WHAT, WHAT EXACTLY THAT CRITERIA IS. I, I THINK WILL BE DEFINED IN THEIR VISION REQUEST. ALRIGHT, THANK YOU JEFF FOR CLARIFYING. THANK YOU. THANK YOU JEFF. ALRIGHT, SO IAN AND THEN SHANNON AT THAT POINT WE'LL TRY TO WIND THIS DOWN AND MOVE ON TO THE NEXT TOPIC. THANKS MATT. IAN HALEY, MORGAN STANLEY. UM, HOPING ON THE CALENDAR WE CAN ACTUALLY SCHEDULE A FEW EXTRA WORKSHOPS TOWARDS THE END. UM, MEETINGS ARE MUCH EASIER TO CANCEL THAN THEY ARE TO FIT BACK INTO THE CALENDAR. UM, SO THRILLED TO CANCEL MEETINGS IF WE DON'T NEED 'EM. BUT, UH, TOWARDS THE END I THINK WE MIGHT HAVE A MAD RUSH WHERE WE NEED TO COME BACK ON A TOPIC ONE OR TWO EXTRA TIMES. YES, THANK YOU. IT'S EASIER TO CANCEL THE MEETING THAN TO FIND A SPOT. OKAY. ALRIGHT, GOOD FEEDBACK SHANNON AND THE SANDEEP AND THEN WE'LL WRAP IT UP AT THAT POINT ON THE SAME THEME AS IAN, I'D LIKE TO RECOMMEND IF Y'ALL ARE FILING ON, UH, MARCH 4TH, YOUR BATCH ZERO REVISION REQUEST. YOU KNOW, UH, CURRENTLY ON THE CALENDAR LIKE FRIDAY THE SIXTH, THERE'S NOT REALLY ANYTHING ELSE OUT THERE THAT COULD CONFLICTS. IF ERCOT COULD HOLD A WORKSHOP, THEN SORT OF SIMILAR TO A LITTLE BIT OF WHAT YOU DID THE ONE A WEEK AGO TUESDAY EXPLAINING, YOU KNOW, GIVING A GOOD VERBAL AND SLIDE PRESENTATION WALKTHROUGH OF YOUR NPRR. I THINK THAT'D BE HELPFUL TO ALL OF US TO MORE QUICKLY DIGEST WHAT IT MEANS AND GET THAT DIALOGUE. OKAY. THANKS SHANNON. GOOD SUGGESTION. IF THERE'S A CHANCE TO, WE TALK ABOUT THE DRAFT AT THE END OF FEBRUARY, WE DROP THE NPR FIRST WEEK OF MARCH, IS THERE A FOLLOW ON MEAN TO UNPACK IT A LITTLE BIT? YEAH, LIKE ON FRIDAY THE SIXTH, AND THAT COULD EVEN BE A WEBEX OR SOMETHING JUST TO PUSH OUT INFORMATION. OKAY, THANK YOU. ALRIGHT, SANDEEP, LAST QUESTION ON THIS TOPIC. THANKS MATT. THIS IS SANDEEP WITH, UH, SANDEEP, BOKAR WITH LCRA. UM, AND I KNOW WE HAVE UNTIL JUNE TO GET THIS, UH, REVIEWED AND APPROVED. UH, I, I WILL URGE, UH, US AS STAKEHOLDERS TO MAYBE, UH, PRIORITIZE, UH, THE CRITERIA FOR INCLUSION IN THESE BATCHES, UH, EARLIER. SO IT GIVES US TSPS ENOUGH TIME TO START COLLECTING THE NECESSARY INFORMATION SO WE DON'T WAIT TO START OUR WORK IN JUNE AND THEN TAKE ANOTHER MONTH TO GET YOU WHAT YOU NEED TO GET, GET THESE LOADS ADDED, UH, THAT, THAT WILL BE HELPFUL. THERE IS ALREADY ONE, UH, FRAMEWORK OUT THERE FOR THE RTP COMPLIANCE PLAN. IF YOU CAN SOMEHOW, UH, REFERENCE THAT AND MAKE IT THE SAME EFFORT, UH, AS A WHOLE FOR THE TSP, THAT'LL HELP US SPEED UP A LOT OF OUR WORK. ALRIGHT, THANKS SANDEEP. ALRIGHT, WELL WE'RE [3. Stakeholder Comments Filed and Survey Results] GONNA BRING JESSE BACK UP HERE AGAIN ON THE FEEDBACK OF HE Y'ALL'S ALL YOUR FEEDBACK. WHAT A STORY TO TELL. VERY GOOD, JESSE. OKAY. ALRIGHT. VOTING THESE GROUPS. ALL RIGHT, THANK YOU MATT. UM, GOOD TO SEE YOU ALL AGAIN. UH, WE'RE [00:30:01] GONNA SPEND A, YOU KNOW, WE'LL SEE WHAT THE TIME IS, BUT CALL IT A LITTLE LESS THAN AN HOUR ON SOME OF THE STAKEHOLDER FEEDBACK THAT WE'VE SEEN FOR THE LAST, UH, MONTH AND A HALF, TWO MONTHS. UH, WHAT I'D JUST LIKE TO, TO MAKE SOME UPFRONT COMMENTS HERE. SO FIRST OFF, I'VE TRIED TO LAY OUT KIND OF SOME OF THE FORUMS AND THE FORMATS FOR FEEDBACK THAT WE'VE, WE'VE HAD, WE HAD THE STAKEHOLDER INTERVIEWS THAT MANY OF YOU PARTICIPATED IN. WE HAD A BIT OF A READOUT OF THAT LAST WEEK. UM, OBVIOUSLY THE ATTENDANCE WAS PRETTY FANTASTIC ON THE WORKSHOP LAST WEEK AS WELL, AND THERE WAS QUITE A BIT OF FEEDBACK IN THE WAY OF QUESTIONS COMING OUT OF THAT. UM, WE SENT OUT A FORMAL SURVEY AND THAT'S WHAT I'LL SPEND THE BULK OF THE TIME ON THIS MORNING. UM, BUT WE RECEIVED OVER A HUNDRED RESPONSES FROM, FROM DIFFERENT ORGANIZATIONS, UM, AND QUITE A BIT OF, OF WRITTEN COMMENTS AND KIND OF THE FREE TEXT BOX AS WELL. AND THEN FINALLY, AS J OR AS MATT SHOWED AT THE BEGINNING, WE'VE GOT A A FOLDER OF THE FILED PUBLIC COMMENTS THAT CAME IN AFTER THE WORKSHOP AS WELL. AND I'M GOING TO TO LINK THOSE, UM, TO THE, THE FEEDBACK THAT YOU'LL HEAR ON THE STAKEHOLDER SURVEY AND, AND GIVE YOU A BIT OF A RUNDOWN THERE. THE, THE NICE CALL OUT HERE IS THAT OBVIOUSLY THE WORKSHOP AND THE, THE QUESTIONS THAT WERE ASKED DURING THAT ARE ENTIRELY PUBLIC AND THE COMMENTS THAT WERE FILED ARE AS WELL. AND THEN WE'VE TAKEN AS MUCH AS WE COULD IN A ANONYMOUS WAY AS WE SORT OF PROMISED, UM, TO PROVIDE THE FEEDBACK THAT YOU CAN ACTUALLY SEE, UH, FROM THE INTERVIEWS AS WELL AS THE, THE SURVEY ITSELF. AND JUST, JUST SOME GROUNDING POINTS HERE. UM, SO ONE, WHEN WE GO THROUGH THE SURVEY, IT, IT NEEDS TO BE TAKEN IN CONTEXT. OBVIOUSLY THE, THE DECISION, UM, COMING OUT OF THE PUCT ON FRIDAY CHANGES A BIT, SOME OF THE WAY YOU MAY HAVE ANSWERED THE QUESTION, YOU KNOW, AS THESE WERE SUBMITTED BEFORE THAT, THAT CAME THROUGH, WE ALSO KNOW THAT, UH, IT IS VERY HELPFUL TO HAVE THINGS LIKE RADIO BUTTONS, YOU KNOW, PICK A V OR C AND WE CAN SEGMENT AND PIVOT AND, AND SORT OF PRESENT THE DATA, BUT THAT WHEN YOU START TO FILE THINGS INTO TO, UH, VERY DISCREET ANSWERS THAT THERE'S SOME CONTEXT THAT PROBABLY COMES WITH WHAT'S, WHAT'S GOING INTO THE ANSWER. SO WE'RE NOT TAKING THESE AS PRESCRIPTIVE, BUT AS PART OF THE OVERALL, UM, ARC OF THE, UH, INPUT WE'VE HEARD FROM FROM STAKEHOLDERS, I ALSO JUST WANNA SAY THIS, THIS IS A GOOD PLACE TO HEAR THE FEEDBACK FROM OTHERS. SO WHETHER IT'S SOMEONE WITHIN YOUR COMMUNITY, IT'S ANOTHER TDSP, IF, IF YOU'RE IN A-T-D-S-P OR AS LARGE LOADS THAT ARE ATTEMPTING TO INTERCONNECT WIRES, COMPANIES, GENERATORS, DEPENDING ON WHO YOU ARE, UNDERSTAND THAT ERCOT IS WORKING TO, TO COME TO A SET OF REVISIONS THAT SATISFY THE SYSTEM AND MOVE THE THE STATE FORWARD. AND SO KIND OF GETTING A BETTER SENSE FOR WHAT SOME OF YOUR PEERS AND THEN FOLKS FROM OTHER, UH, CONSTITUENCIES ARE ACTUALLY THINKING THROUGH CAN BE HELPFUL. WE, WE'VE SEEN IN, IN MAKING THIS PROCESS, I THINK SUCCESSFUL AND, AND UNDERSTANDING KIND OF THE, THE PUTS AND TAKES THAT ARE INHERENT IN DOING ANYTHING OF THIS MAGNITUDE. UM, AND THEN I WOULD ALSO SAY JUST THE RESPONSES. IN SOME CASES WE, WE ARE INTERPRETING, UM, AS A, AN OUTCOME AND IN SOME CASES THE, THE QUESTION IS ACTUALLY GETTING AT, YOU KNOW, WHAT WOULD YOU DO IN X SITUATION? OR WHAT IS YOUR PREFERRED OUTCOME? IN MANY CASES, WHAT WE'RE SEEING IS THERE'S A ROOT CAUSE BEHIND THAT THAT'S DRIVING THE ANSWER. AND SO WHAT WE'VE TRIED TO DO IS LINK, UM, IN, IN SOME OF OUR FEEDBACK NOTES LINK, WHAT ARE THE ROOT CAUSES AND THE, AND THE, THE SYMPTOMS OF THE PROBLEMS AS OPPOSED TO, YOU KNOW, HOW WOULD YOU CHANGE THE OUTCOME SYMPTOM TO, TO JUST CREATE A, A KIND OF A BANDAID FIX FOR THE, THE OVERALL SYSTEM. AND THEN I'M, I'M GONNA GO THROUGH THE SURVEY. UH, IT'S A, IT'S A BIT LONG. UM, I THINK IT IS WORTH SOME OF THE VOICEOVER TO KIND OF HIT THE POINTS THAT I'VE TALKED ABOUT NOW. UH, AND THEN, YOU KNOW, OBVIOUSLY YOU'LL HAVE ACCESS TO THE, THE POWERPOINTS ON ONLINE. YOU CAN READ THE MORE DETAILED COMMENTS. THIS WILL BE RECORDED. AND SO THIS PUTS A NICE RECORD INTO IT TO REFERENCE LATER. I WILL SAY THAT WHAT WAS INTERESTING ACROSS THE 32 QUESTIONS OF WHICH WE, YOU KNOW, 20 OR VARIOUS MULTIPLE CHOICE RADIO, MULTIPLE TICK BUTTONS, UM, THERE IS NO BUTTON THAT WAS EITHER UNANIMOUSLY SELECTED OR, OR NOT SELECTED AT ALL. WHICH MEANS THAT THERE'S NO, NO QUESTION WHERE WE COULD GET AN AGREEMENT ON EVERYONE ACROSS THE GROUP. YOU KNOW, IN SOME WAYS THAT'S, THAT MAKES THE THE JOB DIFFICULT AND IN OTHER WAYS YOU'D SAY, OKAY, WHAT THAT MEANS IS THAT THIS IS INHERENTLY A PROCESS OF COMPROMISE. OKAY, SO I'M GONNA TALK ABOUT THE SURVEY FIRST AND THEN WE'LL, WE'LL SPEND A LITTLE BIT OF TIME ON THE COMMENTS JUST TYING THEM BACK TOGETHER. UM, FOR THOSE THAT THAT WERE IN THE SURVEY, DIDN'T TAKE IT, I JUST SORT OF WANNA GROUND YOU, YOU KNOW, FIRST OFF WE HAD, UH, 109 RESPONSES. UM, OF THAT TWO THIRDS WERE FOLKS THAT WE HAD INTERVIEWED BEFORE IN THE STAKEHOLDER PROCESS. AND IF YOU KIND OF DO THE MATH ON THAT, IT MEANS VIRTUALLY EVERYONE WHO WAS IN AN INTERVIEW ALSO SUBMITTED A SURVEY. SO THANK YOU FOR, AGAIN, CONTINUE TO TAKE THE TIME. AND THEN WHAT WE'VE DONE IN THE FEEDBACK HERE, THIS SEGMENTATION ON THE RIGHT IS MEANT TO, TO GIVE A BIT OF A VISUAL ON HOW DIFFERENT STAKEHOLDER GROUPS KIND OF ALIGN TO ANSWERS. OBVIOUSLY EVERY INDIVIDUAL, EVERY ORGANIZATION ACTUALLY HAS NUANCES AND DIFFERENCES. BUT WE, WE'VE GROUPED INTO THE T DSPS, THE CUSTOMERS WHO ARE SEEKING TO INTERCONNECT, AND THEN OTHER, AND YOU SEE IN THE, THE BULK OF OTHER THAT THAT'S THE INDEPENDENT GENERATORS, THE [00:35:01] IPPS ARE, ARE KIND OF THE, THE, AT LEAST THE, I GUESS IT'S MAJORITY EVEN MORE THAN PLURALITY OF THAT. AND SO YOU'LL SEE THOSE SEGMENTS AS WE GO THROUGH ON THE BAR CHARTS. UM, AND THEN, UH, WHAT WE'VE TRIED TO DO IS ALSO SYNTHESIZE THE, THE COMMENTS IN THE END. 'CAUSE IN A LOT OF THESE CASES, IT IS NECESSARY TO CLARIFY WHAT WHAT WAS INTENDED BY A SELECTION OF THE BOXES BECAUSE THEY'RE, THEY'RE QUITE PRESCRIPTIVE. OKAY? SO WE GROUPED IT INTO THESE EIGHT, UH, CATEGORIES. AND SO I WILL GO THROUGH THEM. AS YOU SEE, THERE'S 32 QUESTIONS, YOU KNOW, 20 ARE ARE MULTIPLE CHOICE AND THEN THERE'S 12 FREE TEXT. I I WILL TRY TO HIGHLIGHT WHAT WE THINK WAS IMPORTANT OR, OR IS, UM, NOT NECESSARILY GONNA JUMP OFF THE PAGE, BUT YOU ALL HAVE THESE MATERIALS, YOU HAVE ACCESS TO THE MATERIALS. UM, THEY'RE QUITE LONG TO READ AND IN SOME WAYS I THINK GETTING THROUGH THEM IS, IS HOPEFULLY QUITE INSTRUCTIVE. AND WE KNOW THIS, THIS HAS FELT IN A LOT OF CASES, LIKE A BIT OF A, I DON'T WANNA SAY BLACK BOX, BUT MAYBE, YOU KNOW, YOU'RE SORT OF SHOUTING INTO THE VOID. UM, WE KNOW THERE ARE A LOT OF STRONG OPINIONS AND VARIOUS PAIN POINTS THAT HAVE BEEN VOICED AND IDEAS ON HOW TO IMPROVE THE PROCESS. PART OF THE GOAL OF TODAY, AND THIS THIS SESSION IS TO GIVE YOU A BIT OF THE FLAVOR BACK OF WHAT WE'VE HEARD. UM, I DON'T WANT TO TO PRETEND THAT EVERYTHING THAT I'M REPRESENTING TO YOU IS EXACTLY THE FULL, FULL WEIGHT OF WHAT WE'VE HEARD, BUT WE'RE TRYING TO CONDENSE IT SO THAT YOU AT LEAST GET THE FLAVOR AND HOPEFULLY FEEL HEARD. AND IF YOU FEEL LIKE ACTUALLY WE'VE MISINTERPRETED GROSSLY, THAT'LL GIVE YOU A CHANCE TO, TO UNDERSTAND AND CORRECT. BUT THE WORST CASE SCENARIO IN A PROCESS LIKE THIS IS WE TAKE A LOT OF FEEDBACK IN AND NO ONE HEARS ANYTHING, UM, BACK AS FAR AS HOW THAT'S BEEN INCORPORATED. AND THEN WE GET TO THE END AND, AND IT'S, IT'S UNCLEAR AND THE, THE PROCESS DOESN'T ACTUALLY LAND SOMEWHERE THAT, THAT'S HELPFUL FOR EVERYONE. SO I WANNA GO THROUGH THE QUESTIONS AND I'LL START WITH THIS FIRST ONE AS A, AN ORIENTATION. SO THE, THE SLIDES WILL BE SIMILAR IN THIS FORMAT THROUGHOUT WE HAVE THE QUESTION ON TOP. AND HERE THE, THE QUESTION THAT WAS POSED AND IT'S WORD FOR WORD FROM THE SURVEY, I'VE PRINTED OUT A COPY. THE ANSWERS AT THE BOTTOM ARE SYNTHESIZED A BIT BECAUSE WE WANTED TO FIT THE TEXT ON THE SCREEN. WE'LL MAKE SURE THAT THE, THE SURVEY QUESTIONS ARE AVAILABLE. BUT THE QUESTION HERE IS, IS SHOULD THE TRANSMISSION OR DISTRIBUTION SERVICE PROVIDER OFFER A PRELIMINARY SCREENING STUDY ASSESSMENT BEFORE REQUIRING, UM, ENTRY INTO THE BATCH? AND SO WHAT WE SAW WAS, YOU KNOW, EITHER EVERYONE AND BY YES, FOR ALL HERE IS EVERYONE ABOVE 75 MEGAWATTS, OR MAYBE WE CREATE A SECOND TIER SORT OF LARGE, LARGE LOADS. UH, WHAT WAS SUGGESTED IN THE, THE QUESTION WAS 500 MEGAWATTS OR ABOVE, WHERE FOR THESE EXCEPTIONALLY LARGE LOADS, THERE'S, THERE'S PRELIMINARY STUDIES BEFORE THEY'RE ENTERED. OR ACTUALLY NO, YOU KNOW, THE, THE TDSP SHOULD BE TAKING THE PROCESS AS IS AND AND SHOULD BE SENDING THEM DECO ONCE THE APPLICATIONS COME IN. AND WHAT YOU'LL SEE IS IT'S A RELATIVELY EVEN DISTRIBUTION ACROSS THE THREE QUESTIONS ACROSS THESE THREE GROUPS. UM, AND AT THE SAME TIME, WHAT YOU WOULD, YOU WOULD SEE IS THAT OVER 80%, SO THE, THE, WHAT WE WOULD CALL A STRONG MAJORITY HERE WOULD SUGGEST THAT SOME SORT OF TDSP SCREENING, UM, BEFORE ACTUALLY LANDING ON A, ON A SUBMISSION TO ERCOT WOULD BE HELPFUL. AND SO THIS IS A GOOD EXAMPLE OF THE QUESTION WHERE WE WOULD SAY THAT THE, WHILE IT'S NOT UNANIMOUS, THERE'S A STRONG PREFERENCE, UM, THAT AS THOSE REQUESTS COME IN, UH, WHAT WE'RE HEARING IS THAT THERE'S SOME PROCESS THAT THE, THE WIRES COMPANIES ARE ABLE TO, TO SCREEN TO ENSURE THAT THERE'S SOME LEVEL OF, OF REALISM OR, OR, UM, FEASIBILITY TO THE PROJECT. OKAY. IN CASE, SO YOU DO HAVE A QUESTION, YOU CAN FINISH THIS SLIDE, BUT I'LL ALLOW A COUPLE QUESTIONS, BUT WE HAVE 35 4 SLIDES TO GO THROUGH, SO WE'LL SEE HOW THIS GOES. SO YEAH, SO I'LL, I'LL, I'LL PAUSE THERE AND, AND MAYBE WE, WE FIGURE OUT WHAT THE CADENCE SHOULD LOOK LIKE. 'CAUSE IT DOES LOOK LIKE THERE'S A QUITE A FEW THINGS POPPING UP ON THE SCREEN. JUST TWO, FORTUNATELY. BUT ERIC, GO AHEAD. I, SO YOU TELL ME, UM, WOULD IT BE USEFUL FOR PEOPLE TO TALK ABOUT ANSWERS IN THIS MEETING OR JUST READ THE SLIDES AS THEY COME ACROSS? I THINK OUR MAIN THING WAS TO REMIND PEOPLE WHAT WAS ASKED. SO THAT'S AN, SO I'M SORRY WE HAD A DEBATE INTERNALLY AS THE IDEA, ARE WE REALLY GONNA GO THROUGH EVERY ONE OF THESE? AND THE ANSWER IS YES, YOU TOOK THE TIME TO DO IT. WE'RE GONNA SHOW YOU WHERE YOU ARE IN THE STORY. UHHUH IS THE PHRASE WE'VE BEEN USING IS, I'VE SAID THIS, BUT EVERYBODY ELSE SAID THAT. I DON'T KNOW WHY THAT'S GONNA BE A TOUGH NUT TO CRACK RIGHT. IN THE COMING WEEKS. SO WE'RE NOT TRYING TO SOLVE EVERYTHING TODAY, BUT I THINK IT'S FAIR TO THROW A COUPLE OF COMMENTS OUT THERE IF WE WANT TO. OKAY. AND THEN LET IT GO AND ON WE GO. BUT, UM, YEAH, I JUST LIKE, PRACTICALLY, I THINK WE SHOULD MAKE A CHOICE. 'CAUSE LIKE IF THIS IS, THE COMMISSION ASKED US TO HAVE LIKE A STAKEHOLDER DRIVEN LIKE CONVERSATION ABOUT HOW TO MOVE THIS FORWARD, WE SHOULD PROBABLY HAVE TALK ABOUT, WELL, DO WE DO THIS OR NOT FOR ALL THE NEXT 35 QUESTIONS, RIGHT? BUT DO YOU WANNA DO THAT TODAY OR, OR NOT? YEAH, I, I'D RATHER GET THROUGH THEM ALL WITH A COUPLE OF CLARIFYING QUESTIONS. OKAY. AND THEN AT THE END, IF WE WANNA TRY TO CONCLUDE, BECAUSE WE DID TAKE THESE 34 QUESTIONS AND SYNTHESIZE IT INTO WHAT ARE THE TOP 15 THINGS TO CONS AND THEN MAYBE WE TALK ABOUT THOSE BEING TOPICS WE NEED TO DRILL INTO. OKAY. SO WE TRIED TO BOIL IT DOWN ALREADY. I APPRECIATE THAT. ALRIGHT, WE'LL SEE HOW TIME GOES. OKAY, [00:40:01] SO CLAYTON? NOPE. ALL RIGHT, ALL PRASHANT. OH, I'M SORRY. SHANNON CAREWAY. AND THEN PRASHANT, I'LL MAKE THIS REALLY QUICK AND THIS IN THE STRUCTURE YOU WANT ON SUBSEQUENT ONES. I'LL RESERVE. I'D JUST SAY ON THIS, AS LONG AS YOU MAKE IT OPTIONAL, IF Y'ALL DO IT, MAKE IT OPTIONAL. IT, IT MAKES IT TO WHERE THOSE WANT TO DO IT. THEY CAN'T, THEY DON'T, THEY DON'T. IT'S NOT AN OBLIGATION. THANK YOU, PRASHANT. YEAH, MY QUESTION WAS EXACTLY THE SAME AS SHANNON. UH, IS IT OPTIONAL OR COMPULSORY? BECAUSE IF IT IS MANDATORY, UM, E-H-T-S-P IS GONNA TAKE THEIR TIME TO DO THE SCREENING STUDIES AND IT CAN, UH, HAVE SOME IMPACT. SO MOSTLY OPTIONAL. ALRIGHT, THANK YOU CHRIS. CHRIS MONTES, GOOGLE I'M ABSOLUTELY GONNA OBJECT TO OPTIONAL. IT'S EITHER ONE OR THE OTHER. UH, THE BIGGEST FRUSTRATIONS FOR LOADS IS THE LACK OF UNIFORMITY FROM TDSP TO TSP. ALRIGHT, EVAN, I'M NOT GONNA TALK ABOUT THE MERIT OF SCREENING STUDIES, BUT RATHER JUST THROW OUT THERE SOONER RATHER THAN LATER. I REALLY LIKE THE BREAKDOWN YOU GUYS HAVE BY, UH, LIKE CUSTOMERS VERSUS TSPS AND OTHERS, BUT IT'D BE REALLY HELPFUL IF WE GET THAT BROKEN DOWN INTO VOTING SEGMENTS SO WE COULD REALLY SEE WHERE CONSENSUS WOULD SHAKE OUT AT PLACES LIKE, YOU KNOW, TECH OR PRS LIKE TSPS. I MEAN, I THINK THERE'S LIKE THREE VOTING SEGMENTS KIND OF SHAPED INTO THAT. SO JUST SOMETHING TO CONSIDER. YEAH, AND MAYBE AS PART OF THE TASK FORCE, WE TALK ABOUT WHEN WE NEED TO ISSUE A SURVEY AND HOW SHOULD WE STRUCTURE IT. OKAY, THANKS EVAN. WE'RE CLEAR. SHE SAYS MEANINGFUL WHEN TSPS HAVE, SO JUST A COMMENT CAME IN SCREEN. STUDY BY T DSPS IS MEANINGFUL WHEN T DSPS HAVE VISIBILITY OVER A LARGE LOAD QUEUE ACROSS ALL T DSPS. ALRIGHT, THANK YOU. ALRIGHT, SO I'M GONNA TURN LOOSE TO THE NEXT SLIDE, JESSE. OKAY. AND, AND I, I WILL SAY WE'VE ORDERED THESE AS THE SURVEY GOES, AND SO THERE'LL BE A LITTLE BIT OF, IT'LL FEEL A LITTLE BIT OF JUMPING AROUND BASED ON THE COMMENTS. I THINK YOU'LL, YOU'LL HEAR CHRIS FROM, FROM THE COMMENT YOU JUST MADE THAT SHOWS UP QUITE A BIT AROUND CONSISTENCY ACROSS. SO THE NEXT ONE IS ACTUALLY, UM, HOW SHOULD ERCOT, UH, ENSURE CONSISTENCY IF THERE'S AN INITIAL STUDY QUALITY ACROSS THE TDSP AND, AND THE, WHAT WE HEARD WAS TO STANDARDIZE. SO THE FIRST AND SECOND BOX INCLUDES STANDARDIZATION. AND THEN THE QUESTION HERE WAS WHETHER THE, THE ER, CUTTS MAKING THE PROCESS, UM, SORT OF DESIGNING AS THE, THE, THE CENTRAL BODY VERSUS THE, THE TSPS SORT OF COLLABORATING TO COME UP WITH THAT PROCESS. I THINK ACROSS EITHER OF THOSE, YOU'D EXPECT A LOT OF DISCUSSION. UM, THERE WAS A NON-ZERO, BUT A, A MINORITY SET OF, OF FOLKS WHO RESPONDED, THEY'D ACTUALLY PREFER TO SEE THE, THE PROCESS REMAIN KIND OF WITH THE TSPS AN INDIVIDUAL. AND IF YOU DO IT AS KIND OF A WAITING, YOU'D SAY SLIGHTLY WEIGHTED TOWARD THE, THE TSPS WOULD SAY TO, TO RETAIN THAT PROCESS. UM, I THINK WE'LL GO TO THE, THE NEXT ONE. AND BY THE WAY, THIS FIRST BLOCK OF A, THIS IS ABOUT KIND OF THE, THE INITIAL INTAKE AND SCREENING. UM, THE NEXT QUESTION WAS ACTUALLY WHAT, YOU KNOW, WHAT SHOULD BE THE COMMUNICATION PATH, UM, AND THE RELATIONSHIP BETWEEN ERCOT AND THE LARGE LOAD DEVELOPER. THIS ROOM IS AWARE, BUT YOU KNOW, FORMALLY THERE, THERE IS NOT A FORMAL RELATIONSHIP BETWEEN THE, THE LOAD AND, AND ERCOT, UM, IN MOST INSTANCES. AND SO WHAT WE SAW, OR WHAT WE HEARD WAS, YOU KNOW, CONTINUE TO TO, TO BASICALLY FOR THE, THE FIRST TWO, SORRY, THE 80 SOME PERCENT IN THE FIRST TWO BOXES WOULD SAY THAT THERE'S SOME PROCESS WHERE ERCOT IS EITHER DIRECTLY COMMUNICATING, UM, OR ACTUALLY HAS A, A FORMAL RELATIONSHIP WITH, WITH THE LOAD, WHICH MAY EITHER START WITH THE TSP OR ACTUALLY START WITH ERCOT, UM, GOING FORWARD. AND SO WHAT WE AT LEAST TAKE FROM THAT IS THAT THE, THE RELATIONSHIP, WHEN WE TALK ABOUT LARGE LOADS ON THE SYSTEM, THE RELATIONSHIP OF THOSE LOADS WITH ERCOT MAY NEED TO BE CLOSER GOING FORWARD, OR THERE'S A SENSE THAT THAT WOULD BE HELPFUL. WHILE AGAIN, A NON-ZERO MINORITY, UM, PARTICULARLY WEIGHTED TOWARD THE, THE WIRES COMPANIES WOULD SUGGEST THAT ACTUALLY THE CURRENT STATUS QUO WHERE THE THE FORMAL RELATIONSHIP SITS WITH THE WIRES AND THE, THE, THE FURTHER RELATIONSHIP WITH ERCOT IS BETWEEN THE, THE TSP AND THE AND ERCOT MAY BE THE RIGHT WAY TO CONTINUE. ALL RIGHT, I SEE A QUESTION FROM FRIED, UH, FAED WITH EPE. UH, IS ERCOT PLANNING ON HAVING AN ONLINE PORTAL SIMILAR TO RIO TO MANAGE THOSE LARGE REQUESTS SIMILAR TO WHAT WE HAVE, UH, FOR GENERATION AVERY, THIS IS AG SPRINGER , UH, YES, I'M GONNA BE COVERING THAT IN ONE OF THE LATER SLIDES, BUT THAT IS THE LONG TERM PLAN. ALRIGHT, ON YOU GO JESSE. AND THEN WE GO TO THE, THE [4. ERCOT Feedback on Subset of Key Stakeholder Topics (from February 3 Workshop)] FOURTH QUESTION HERE. UM, THIS ONE REGARDING FEEDBACK, UH, TO THE TDS, PS AND ER COTS DELAYED RESPONSES. UM, WHAT ARE APPROPRIATE NEXT STEPS TO CONSIDER? AND SO WE, WE HEARD THROUGH THE STAKEHOLDER PROCESS AND THROUGH THE, THE WORKSHOP LAST WEEK AND, AND COMMENTS, REAL CONCERNS WITH KIND OF WHERE MATERIAL HAS PASSED BACK AND FORTH, UM, LACK OF VISIBILITY AND TRANSPARENCY INTO THE PROCESS ITSELF. [00:45:01] A LOT OF FRUSTRATION FROM THE LOADS ABOUT UNDERSTANDING WHERE THEY SIT, UM, AND WHEN THEY COULD POTENTIALLY EVEN FIND OUT WHETHER OR NOT THEY'LL BE ENERGIZED. AND SO THE, THE QUESTION WAS FRAMED ESSENTIALLY AS, YOU KNOW, MORE TRANSPARENCY TO SOLVE THE ISSUE. AS LONG AS YOU KNOW WHERE THINGS ARE, ARE YOU MORE COMFORTABLE WITH THAT OR DO WE ACTUALLY NEED TO LOOK AT STANDARDIZING THE PROCESS? UM, AND I THINK THIS WAS ABOUT AS CLOSE TO TO UNANIMOUS AS WE'D SEEN FOR ANY QUESTION THAT IT'S NOT JUST ABOUT TRANSPARENCY, ALTHOUGH WE HEARD THAT THAT'LL BE HELPFUL, BUT THAT AN ACTUAL STANDARDIZATION, UH, ACROSS THE PROCESS, PARTICULARLY WITH DATES COMMUNICATED AHEAD OF TIME, UM, AND MILESTONES AND, AND ALLOWING FOR MORE PLANNING AND, AND MORE CONTROL. I THINK ON THE, THE LOAD SIDE, AND THIS WASN'T JUST FROM THE LOAD CUSTOMERS, THIS WAS, WAS ACROSS THE, THE SET OF, UH, OF, UH, STAKEHOLDERS. ALRIGHT, QUICK QUESTION FROM JOEL. HEY, GOOD MORNING. CAN YOU ALL HEAR ME? YES, GO AHEAD. OKAY, PERFECT. I JUST WANNA ASK A QUICK QUESTION. IN THE PREVIOUS SLIDE I HEARD, UH, RIGHT THAT THERE WERE SOME COMMENTS ON MAYBE ALSO REVISING THE THRESHOLD. SO INSTEAD OF 75, MAYBE SOME COMMENTS CAME THROUGH FOR A LARGE LOAD ABOVE 500. I JUST WANNA ASK ERCOT, ARE WE CONSIDERING ANY THRESHOLD NOW OTHER THAN THE 75 OR IS 75 REALLY ABOVE 75? WE'RE STUDYING, WE'RE GOING WITH A TSP THAT THE STUDIES USED BY ERCOT PT R ONE FIVE OR IS THERE ANY CONSIDERATION FOR OTHER THRESHOLDS? I, I THINK FOR THE, THE PROCESS AS A WHOLE, IT'S STILL 75. OKAY, THANK YOU. HEY, UH, JEFF, IF YOU DON'T MIND ME, UM, ADDING IN ON THAT, THIS IS BARKSDALE FROM THE PUCI THINK 75 MEGAWATT THRESHOLD IS BEING ESTABLISHED IN RURAL AND NOT HERE IN THE ERCOT PROCESS. AND, UM, WHILE THAT HAS NOT BEEN FORMALLY ADOPTED BY THE COMMISSION AT THIS POINT, UM, I THINK THAT REMAINS STAFF'S STRONG RECOMMENDATION. ALRIGHT, THANK YOU. PARK SEAL. UH, SHANNON, THIS MAY BE COVERED ELSEWHERE OR IT MAY BE SUMMARIZED UP IN HERE, SO I'LL SAY IT HERE. YOU KNOW, ONE OF THE COMMENTS I HAD AT THE LAST MEETING IS THAT, UH, YOU KNOW, IN THE, THE SECTION ONE OF THE PROTOCOLS, THE 1.3 0.1 0.2, LIKE ONE A IS ANY LOAD FLOW MODELS, ANY DATA IN THERE, INCLUDING DATA ON ANY LOAD IN THERE IS STRICTLY NOT CONFIDENTIAL. AND SAME WAY OVER IN PLANNING GUIDE SECTION NINE, IT'S BEEN RECOGNIZED THERE. PART OF THIS TRANSPARENCY IS MAKING THE INPUT CASES INTO THE BATCH THAT THE ONES THAT MADE IT IN TRANSPARENT, MAKING WHAT COMES OUT OF THE BACK OF THE BATCH TRANSPARENT. YOU'LL DO THAT ON, YOU KNOW, C CRR, YOU'VE DONE IT ON MANY, MANY OTHER THINGS DOING THAT HERE, IT WILL BE PART OF THE TRANSPARENCY THAT'LL JUST, IT'LL REALLY HELP PEOPLE. AND I THINK TO THE DEGREE SCREENING STUDIES WERE OPTIONAL, IT'LL CUT DOWN ON PEOPLE'S DESIRE TO GO ENGAGE THE TSP TO DO THAT BECAUSE THEY'LL HAVE THE MOST RECENT SET OF BATCHES THAT WENT IN AND THEN GO HIRE THEIR CONSULTANT OWN CONSULTANT TO DO STUDIES OFF OF THAT IN A REALLY PRODUCTIVE WAY THAT MAY BE MORE PRODUCTIVE THAN WHAT THE TSPS MIGHT OR MIGHT NOT DO THEMSELVES. THANKS SHANE. I SEE ANDREW SCHAFFER JUMPED IN AND AGREED ALSO. ALRIGHT, PROCEED ON JESSE. MOVING ON. SO TO END THE END, THE END, THIS SECTION, THIS SECTION, UM, WE HAD A FREE TEXT, UH, QUESTION BASICALLY AROUND THE, THE CHALLENGES WITH DELAYED RESPONSES AND, AND WHAT ARE SOME OF THE NEXT STEPS TO CONSIDER. I WON'T READ THE WHOLE SLIDE TO YOU, BUT I WOULD, I WOULD HIGHLIGHT THAT THE TOP TWO POINTS THAT WE'VE HEARD OVER AND OVER AGAIN AND, AND IT IT HAS CERTAINLY RESONATED INTERNALLY THAT THERE'S A NEED FOR CLARITY AND TRANSPARENCY AS WELL AS STANDARDIZATION OF PROCESSES. THE, THE FRUSTRATION ACROSS DIFFERENT PARTS OF THE STATE, UM, ACROSS THE, THE HOLDUPS IN DIFFERENT PIECES OF THE PROCESS AND AN LACK OF CLARITY ON HOW TO MOVE PROJECTS FORWARD, UM, IS SOMETHING THAT CAME THROUGH QUITE CLEARLY. WHAT THAT ALSO LINKS TO, IF YOU LOOK TOWARD THE, THE SECOND HALF OF THE PAGE IS GETTING A BETTER CADENCE AND A BETTER, UM, METHOD FOR COMMUNICATION BETWEEN ERCOT AS WELL AS THE, THE T DSPS AND THE THE LARGE LOAD DEVELOPERS. YOU KNOW, I THINK WE WILL TALK ABOUT, UM, A GO MENTIONED IN THE FUTURE WHAT THE PORTAL OR WHAT THE, THE KIND OF THE STANDARD, UM, DATA AVAILABILITY SHOULD LOOK LIKE GOING FORWARD. UM, AND THERE IS SOMETHING AROUND CONSISTENCY ACROSS T DSPS SO IT DOESN'T FEEL LIKE YOU'RE KIND OF WINNING OR LOSING DEPENDING ON WHICH, WHICH SET OF WIRES YOU'RE CONNECTING TO. THE ONE THING THAT'S REALLY IMPORTANT ARE THE LAST WORDS ON THE SLIDE, WHICH IS, YOU KNOW, YOU CAN INTRODUCE NEW PROCESSES TO, TO SORT OF IMPROVE THIS, BUT WHAT NEEDS TO HAPPEN IS NOT, UM, A SET OF NEW BOTTLENECKS OR A SET OF NEW HURDLES TO JUMP THROUGH THAT ACTUALLY SLOWS EVERYTHING DOWN. SO TRANSPARENCY WITH WITHOUT LACK OF WORD MOTION IS, IS ALSO A CONCERN. OKAY, VERY GOOD. AND TELL YOU WHAT, UM, [00:50:01] AS WE GO INTO THE NEXT, SO YOU NOTICE WE JUST MADE IT THROUGH THE A'S AND THERE'S EIGHT OF THESE. SO AS WE GO THROUGH THE B'S WE'LL JUST PAUSE AT THE END OF B FOR A COUPLE CLARIFYING QUESTIONS, THEN WE'LL GO ON TO C. SO RATHER THAN STOPPING AT EACH SLIDE WHEN WE GET TO THIS SUMMARY SLIDE FOR EACH SECTION, WE'LL PAUSE THERE. YEAH, THANKS JESSE. AND THEY'RE, THEY'RE NOT ALL THIS LONG, BUT UM, WE DON'T WANT TO, WE DON'T WANT TO MISS THE CHANCE TO HEAR BACK FROM YOU AS WELL. OKAY. SO THE, THE SECTION B REALLY HAS TO DO WITH ELIGIBILITY CRITERIA GOING INTO THIS. AND, AND THIS WAS LARGELY ANCHORED ON THE BATCH ZERO A AND ZERO B PROCESS THAT WAS DISCUSSED LAST TIME, UM, WHICH IS YOU JUST HEARD LIKELY GOING TO BE CHANGED PRETTY SUBSTANTIALLY. WHAT WHAT WE DON'T WANNA DO IS THROW OUT THE INPUT THOUGH, BECAUSE WE THINK THERE IS A QUITE A BIT OF VALUABLE INFORMATION HERE. UM, SO THIS FIRST SLIDE REALLY HERE IS, IS THE QUESTION THAT WE ASKED WAS, AND I MAYBE I WON'T READ ALL THE WORDS TO YOU, BUT REALLY UNDERSTANDING BASED ON THE PROPOSAL, HOW SHOULD PROJECTS BE CONSIDERED TO BE PUT INTO A BATCH. WE KNOW THAT IT GOING INTO THE BATCH ZERO A IN PARTICULAR, THERE WAS A LOT OF QUESTIONS AND FEEDBACK TO UNDERSTAND, YOU KNOW, HOW DO I GET MY PROJECT IN INTO THE EARLIEST BATCH POSSIBLE TO GET CONNECTED. UM, BUT THE IDEA THAT THERE IS SOME SET OF SCREENING OR SOME SET OF CRITERIA, YOU KNOW, REALLY THE, THE FIRST AND THE THIRD, WE ORDERED THESE, THIS IS A DIFFERENT ORDER THAN THE QUESTIONS CAME UP. WE ORDERED THEM IN, IN TERMS OF, OF SORT OF THE HEIGHT OF THE BARS TO TRY TO MAKE IT CLEAR, YOU KNOW, WAS A MAJORITY NEARLY TWO THIRDS ACROSS THE FIRST THREE BARS. THE FIRST AND THE THIRD BAR TO US REALLY ARE ABOUT, YOU KNOW, VERIFYING THAT A PROJECT IS REAL NONS SPECULATIVE AND HAS A CHANCE TO ENERGIZE. SO BRINGING FINANCIAL SECURITY AND HAVING SOME SORT OF CRITERIA TO SHOW FOR OPERATIONAL READINESS. UM, WE ALSO, IF YOU LOOK AT THE, THE SECOND ONE, YOU KNOW, A CRITERIA AROUND THE DATE THAT IT'S SUBMITTED TO THE TSP OR THE DATE THAT IT LANDS AT ERCOT, WHICH IS THE, THE THIRD FROM THE RIGHT, THOSE TWO NUMBERS ADD UP TO A HUNDRED PERCENT MEANING, YOU KNOW, A A SOMETHING AROUND THE CHRONOLOGY IS IMPORTANT. UM, BUT WE WOULD SAY THERE'S A TWO TO ONE PREFERENCE FOR THINGS THAT ARE IN THE CONTROL OF THE LARGE LOAD, WHICH MEANS THE SUBMISSION DATE AS OPPOSED TO WHEN THE COMMUNICATION HAPPENS BETWEEN ERCOT AND TSPS. AND THEN THERE, THERE WAS A, YOU KNOW, NOT A SHARP FALL OFF, BUT A, A FALL OFF IN UNDERSTANDING KIND OF WHAT THE OTHER APPROPRIATE INTAKES WOULD BE. SO BRING YOUR OWN GENERATION, I KNOW IS A TOPIC THAT IS GONNA COME UP MULTIPLE TIMES THROUGHOUT THIS PRESENTATION. THE SAME WITH THE, THE CONTROLLABLE LOAD RESOURCES. WE SEE THOSE AS, YOU KNOW, OPTIONS TO, AS NOT A, A FIRM LOAD IN THE TRADITIONAL SENSE, BUT OPTIONS TO BRING FLEXIBILITY TO THE SYSTEM TO MOVE THE PROJECTS FORWARD. YOU KNOW, WE UNDERSTOOD PARTICULARLY FROM DEVELOPERS THAT THERE'S A LOT OF, UM, INTEREST IN THAT AND YOU'LL SEE THAT THE, THE DARKER BLUE BAR, WHICH INCLUDES THE GENERATORS, UM, HAD A, A HIGHER WEIGHT TOWARD THOSE RESPONSES. I, I WILL SAY THAT THE, THE, YOU KNOW, DATE BASED, UM, REQUESTS, THE ENERGIZATION AND THEN THE, THE CURRENT STATUS THROUGH THE THE PROCESS, THERE WAS SOME CONCERN IN THE FREE TEXT AROUND AND IN THE COMMENTS AROUND THOSE BEING THINGS THAT COULD BE MORE EASILY GAMED. UM, AND WE WOULDN'T, WE WOULDN'T ACCUSE ANYONE OF NOT BRINGING A LOAD THAT THEY DIDN'T THINK IS REAL. BUT WE RECOGNIZE THAT THE PROCESS IS CHALLENGING TO GET THROUGH AND THERE'S LOTS OF RATIONALE FOR WHY YOU KIND OF PUT TOGETHER AN APPLICATION THAT YOU THINK MOST LIKELY REPRESENTS AN OUTCOME THAT IS, IS COINCIDENT WITH WHAT YOU WOULD LIKE TO SEE. SO THAT'S A, A LOT OF WORDS TO SAY THAT SOME CONCERN AROUND THINGS LIKE ENERGIZATION DATE, WHICH IS AN EASY NUMBER TO CHANGE ON THE APPLICATION, WHICH IS VERY DIFFERENT THAN OPERATIONAL READINESS CRITERIA. BUT AS I MENTIONED, THERE WAS A LOT OF CONCERN OUT OF THE FIRST WORKSHOP AROUND WHAT DID IT MEAN TO BE IN ZERO A VERSUS ZERO B VERSUS BATCH ONE. THAT WILL BE TIMELINES, DATES, WHAT THOSE BATCHES LOOK LIKE WILL HAVE CHANGED, BUT WE WANT TO CONTINUE TO, TO TAKE THE INPUT FROM, FROM THIS AS, AS INTO CONSIDERATION. OKAY. SO I'LL MOVE ON TO THE NEXT QUESTION WHERE, UM, I THINK WE HEARD THAT THE, THE STRONGEST, THE STRONGEST FEEDBACK EVEN IN THE ROOM DURING THE QUESTIONS, WHICH IS, SHOULD ERCOT ALLOW A GRACE PERIOD, UH, FOR PROJECTS TO MEET THE BATCH ZERO ELIGIBILITY CRITERIA? UM, I THINK THE, THE FEEDBACK FOR THOSE OF YOU IN THE ROOM AND, AND WHO SAW THE WEBINAR REALLY HAD TO DO WITH DATES THAT SEEMED LIKE THEY WERE IN THE PAST, WHICH DIDN'T ALLOW DEVELOPERS A CHANCE TO, TO MOVE FORWARD AND, AND MEET CRITERIA THAT THEY DIDN'T NECESSARILY KNOW ABOUT AHEAD OF TIME. UM, AGAIN, PROCESS TIMELINES WILL HAVE CHANGED VERSUS WHAT WAS PROPOSED LAST WEEK, BUT THERE'S STILL AN UNDERSTANDING THAT THIS NEEDS TO MOVE QUICKLY. UM, AND SO THE INPUT HERE THAT, THAT ESSENTIALLY SAYS, OR WHAT WE TOOK AS GIVING STAKEHOLDERS A CHANCE TO REACT AND, AND RESPOND TO A SET OF RULES, RATHER THAN PUTTING THEM IN PLACE WITH, WITH NO CHANCE TO KIND OF, UM, ADJUST OR ADAPT TO THEM, IS THE VAST MAJORITY. SO WELL OVER 90% AND WE CAN, WE CAN TALK ABOUT, YOU KNOW, UH, SUB SUBSTANTIVE CHANGES VERSUS NOT. IT'S OBVIOUSLY A SUBJECTIVE TERM, SUBSTANTIVE, AT LEAST IN THIS CASE. BUT THE IDEA HERE, WHAT WE READ INTO THIS WAS, UM, A CLEAR DESIRE TO HAVE A, AN UNDERSTANDING OF THE RULES AND AN ABILITY TO MEET THEM BEFORE THEY'RE PUT IN PLACE. OKAY. [00:55:01] AND THEN ON THE THIRD QUESTION, THE QUESTION IS, WHEN SHOULD THE CLR STATUS BE DECLARED IN THE APPLICATION? UM, WE'LL CALL IT TWO TO ONE RATIO, REALLY EXPECTED OR, OR WOULD PREFER TO SEE THAT RIGHT AT THE BEGINNING. SO, UH, AS THE LARGE LOAD INTERCONNECTION COMES IN, IT SHOULD BE MARKED AS ACL R. YOU'LL NOTE THAT THE RATIO IS, IS MORE LIKE A, A FOUR OR A FIVE TO ONE. UM, IN TERMS OF THE COMPANIES WHO ARE CONNECTING TO THE, THE TDS PS THIS ONE I WOULD SAY IS NOT A, A CLEAR, YOU KNOW, UH, A CLEAR PREFERENCE, BUT IT'S, IT'S A STRONG PREFERENCE TOWARD ACTUALLY REQUIRING THE, THE APPLICATIONS THAT COME IN WITH THE CLR IF THAT'S WHAT THE INTENT IS. AND THEN MAYBE WE'LL GO THROUGH THE, THE FREE TEXT RESPONSE, THEN WE CAN PAUSE FOR A SECOND. I THINK, AS I SAID AT THE BEGINNING OF THIS SECTION, REALLY A A LOT OF OF INTEREST AROUND HOW TO GET INTO THE EARLIER BATCHES. UM, IN PARTICULAR THOUGH, WE, WE HAD A, A QUESTION ON, ON BRING YOUR OWN GENERATION, UM, I WILL CALL OUT, YOU KNOW, WE TALK ABOUT CLR AND BYOG KIND OF TOGETHER AS THEIR, IT'S A, IT'S AN ACTIVITY THAT A DEVELOPER OR A PROJECT CAN UNDERTAKE IN, IN COORDINATION WITH OTHERS TO KIND OF MOVE THE PROCESS FORWARD FASTER. THAT'S HOW WE'VE HEARD IT DESCRIBED, BUT WE RECOGNIZE THAT THEY'RE ACTUALLY VERY DIFFERENT MECHANISMS. UM, WHAT WE WOULD SAY IS, IS WHAT WE HEARD HERE IS PARTLY THAT THE, THE IDENTIFICATION EARLY IN THE APPLICATION PERIOD IS GONNA BE IMPORTANT SO THAT THE, THE TOP BULLET OR BAR HERE, UM, WE ALSO SAW, IF YOU READ THE THIRD ONE DOWN, THAT THERE'S REAL BENEFIT, YOU KNOW, IF YOU ARE, WHEN THIS WILL COME UP LATER WHEN WE TALK ABOUT, YOU KNOW, THE STUDIES HERE BEING, UM, TRANSMISSION CONSTRAINED AND NOT RA STUDIES, BUT THERE'S REAL BENEFIT TO HAVING PROJECTS COME WITH THEIR OWN GENERATION. UM, BUT THERE NEEDS TO BE SOME BINDING COMMITMENTS THAT GO ALONG WITH THAT TO, TO BRING THOSE BENEFITS THAT COME TO THE SYSTEM. WE'D ALSO SAY THAT THIS THEN BRINGS IN A REAL CHALLENGE OF IF, IF WE'VE GOT, UM, GENERATION LOADS THAT ARE GOING THROUGH SEPARATE PROCESSES AND NOT TREATED IN SOME SORT OF COORDINATED MANNER, THAT YOU MIGHT LOSE THAT BENEFIT. SO WE HEARD MULTIPLE TIMES, YOU KNOW, GENERATION AND LOAD PROJECTS MIGHT BE LINKED FINANCIALLY, ONE CAN'T GO FORWARD WITHOUT THE OTHER. AND SO BY HAVING SEPARATE PROCESSES, YOU INTRODUCE MORE RISK TO THE, THAT PROJECT BEING VIABLE. SO IT NEEDS TO BE CONSIDERED TOGETHER. HOW THAT'S DONE THOUGH, UM, YOU KNOW, GETS TO BE CHALLENGING. IN SOME CASES, YOU'LL SEE DOWN THE SECOND TO THE BOTTOM, THERE'S NO, THERE'S NOT BEEN A SINGLE ANSWER ACROSS ALL DIFFERENT TYPES OF PROJECTS THAT, THAT SEEMS TO SATISFY SOMETHING ON A TECHNICAL LEVEL, UM, THAT WOULD SUPPORT, I THINK THE INTENT OF A LOT OF THE REQUESTS. UM, AND THEN , YOU'LL HEAR THIS THEMATICALLY COME UP MULTIPLE TIMES, NEW RULES AND A NEW SET OF CRITERIA NEED TO COME INTO PLACE. BUT ON THE VERY BOTTOM, YOU'LL SEE, YOU KNOW, THERE'S A LOT OF CONCERN THAT AS YOU START TO ADD ADMINISTRATIVE LAYERS ON THAT IT MAKES THE PROCESS HARDER RATHER THAN FASTER AND EASIER. AND SO THE INTENT HERE, OR THE, THE SENSE FROM WHAT WE HEARD ACROSS STAKEHOLDERS WAS THAT BYOG AS A MECHANISM TO IMPROVE THE SYSTEM AND, AND KIND OF GROW ERCOT IN A MORE RELIABLE WAY EXISTS, BUT FINDING THE WAY TO GET THERE AND, AND THE DEVIL'S REALLY IN THE DETAILS TO MAKE SURE THAT THAT ACTUALLY LANDS CORRECTLY. VERY GOOD. THANK YOU. JESSE. PAUSE FOR QUESTIONS HERE. SO MONICA AND THEN GIDEON. GO AHEAD. MONICA. HI, THIS IS MONICA FROM MISTRUST. SO WHEN I READ ALL THE ELIGIBILITY CRITERIA FOR BRING YOUR OWN GENERATOR, UH, SOMETHING WHICH WE SEE SAW MISSING WAS WITH REGARD TO CO-LOCATED LOAD PROJECTS WITH EXISTING GENERATOR MM-HMM . SO ONE OF THE CRITERIA THAT WE HAD PROVIDED FEEDBACK ON IN THE SURVEY WAS THIS REFERENCE TO THIS, THIS INTERACTION OF THE BAT STUDY WITH TIMELINE WITH THE PURE 39.6 1 16 9 D NET METERING ARRANGEMENT, 120 DAYS STRATEGY DEADLINES. SO THIS, THE EXTRA REVIEW OF THIS NET METERING ARRANGEMENT THAT SB SIX ACTS BUILDS UPON THE EXISTING ORCA LARGE LOAD INTERACTION PROCESS, AND IT'S STRICTLY TIME BOUND. SO WE ARE TRYING TO UNDERSTAND HOW ORCA IS PLANNING TO RECONCILE THAT THE TIMELINE, ESPECIALLY WITH REGARDS TO LOADS THAT HA SORRY, YEAH. LOADS THAT HAVE VERY ADVANCED OR HAVE COMPLETED THEIR LARGE LOAD INTERCONNECTION PROCESS. UH, CHRISTINA SWITZER, SENIOR REGULATORY COUNCIL WITH ERCOT. UM, I APPRECIATE THE QUESTION AND I, I THINK THAT IS SOMETHING WE WILL HAVE TO CONSIDER AS WE GO THROUGH THIS PROCESS. OKAY, THANK YOU. ALL RIGHT. I THINK NEXT UP WAS GIDEON THEN SHANNON, GO AHEAD. HELLO, GIDEON POWELL, PRESIDENT OF THE TBGA, UM, ON THE CLR PICKER 1 34 AND THE BYOG BRING YOUR OWN GENERATION. WE'D LOVE TO REALLY SEE, UM, ONE CLEAR PATH TO SIMPLE SIMPLIFY THE ADMINISTRATIVE BURDEN. AND SO REALLY WITH THE CLR PROGRAM, HAVING ZERO EXPECTATIONS [01:00:01] OF UPTIME AND BRINGING THEIR OWN GENERATION, WE JUST REALLY WANNA CONTINUE TO REITERATE THAT, UM, BIGGER 1 3 4 COMBINED WITH GENERATION IS ABSOLUTELY WHAT WE SEE AS BEST, UH, FOR THE GRANDMAS AND OTHER PEOPLE THAT ARE CONCERNED ABOUT RELIABILITY. SO MY SON AND I, UH, WE DID SOME BLOCK WALKING, WE DID OUR OWN SURVEY AND RELIABILITY AND, UM, AFFORDABILITY CONTINUE TO BE THE NUMBER ONE ISSUE, UH, FOR A LOT OF THE, THE GRANDMAS AND GRANDPAS THAT LIVE AROUND, UH, MY SON AND I. SO, ALRIGHT. THANK YOU GIDEON. SHANNON, A QUESTION AND A COMMENT ON THE PRIOR SLIDE. SO THE QUESTION I'D HAVE HERE IS ON THE WHEN SHOULD CLR STATUS BE DECLARED IN THE APPLICATION? THIS, YOU KNOW, UPFRONT OR AFTER ALLOCATION, UM, TO THE DEGREE THAT THOSE ARE SUBMITTED UPFRONT AND YOU, AND YOU'RE ALWAYS TREATED, THAT YOU'LL GET AS MUCH FIRM AS FIRM IS AVAILABLE AND THEN WHAT'S LEFT? YOU CAN OPT TO TAKE THE CLR PIECE OF THAT, THEN GETTING IT UP FRONT I THINK IS FINE, BUT THINGS THAT, UH, TO THINK THROUGH IS ON THE CLR PIECE OF THIS, IT MAKES A DIFFERENCE WHETHER IT'S JUST AN N MINUS ONE DRIVEN THING THAT THAT'S DRIVING YOUR CLR OR IT'S, WHICH QUITE HONESTLY COULD DANG YOUR BIND ON YOU EVERY DAY IN THE SUMMER TYPE OF THING. THAT THAT'S LIKE A REAL HIGH EXPOSURE. BUT IN CONTRAST, A G MINUS ONE N MINUS ONE OR AN AUTO MINUS ONE N MINUS ONE, THOSE ARE LIKE ORDERS OF MAGNITUDE, LOWER PROBABILITY, MAYBE MANY ORDERS OF LACK MAGNITUDE LOWER PROBABILITY. SO AS THE DEVELOPER OFF HARE OF THAT, YOUR RISK PROFILE IS QUITE DIFFERENT AND YOU THE LATTER, IT'S MUCH EASIER FOR YOU TO SIGN UP FOR THE FORMER, YOU BETTER HAVE YOUR OWN BEST THAT YOU'RE GONNA TRY TO PUT IN RIGHT BEHIND IT OR SOMETHING THAT YOU'RE NOT IN A NON-ATTAINMENT ZONE OR SOMETHING. SO JUST THINK ABOUT THOSE TO THE DEVELOPER. THOSE WILL BE VERY DIFFERENT IN THE RISK PROFILE. ALRIGHT, THANKS SHANNON. UH, AHI, GOOD MORNING. HOPE YOU CAN HEAR ME. I PUT A LINK IN THE CHAT FOLKS FOR, UM, JUST FOR, UM, SOCIALIZING AWARENESS THAT IN MY PUBLIC COMMENTS, I REFERRED TO THIS PAPER THAT BOTH MYSELF AND I THINK S FOR ON THE ERCOT SIDE HAD BEEN DOING FOR A LITTLE BIT ON HOW WE JUST REVISED THE NETTING RULES FOR CO-LOCATED ASSETS SO THAT FUNDS CAN TER GROSS MEGAWATTS FOR THE GEN AND THE LOAD SIDE. UM, AND WHILE THIS CONCEPT WAS STARTED, OF COURSE IS LIKE US FIXING THE OPERATIONS STUFF SO THAT IT MADE MORE SENSE FOR FOLKS TO CO-FINANCE JEN AND LOAD AS A, UM, AS A, I WOULD SAY, YOU KNOW, JOINED ASSET IN OPERATIONS. I GUESS MAYBE THE QUESTION I HAVE IS TWO PART, UM, FROM THE SURVEY RESPONSES, DID ANYBODY BRING THIS UP AS A THING WE COULD DO, UM, EFFICIENTLY TO HELP WITH THE, THE COLO PROPOSAL AND THE BATCH PROCESS? AND IF IT HAS BEEN MOVING AROUND IN ERCOT, DO YOU ALL THINK THAT WE MIGHT BE ABLE TO YANK IT INTO THE COLO RULES AND GET THIS WORK DONE BY JUNE? WELL, WE'RE, ERCOT IS OPEN TO DISCUSSIONS OF THE CLRS AND THE CO-LOCATED GEN WITH THE STAKEHOLDERS OVER THE NEXT 60 DAYS, CORRECT. HOW THAT HAPPENS OR WHAT THE RULES OF THE ROAD ARE, THAT'S THE DEVIL IN THE DETAILS THAT WE ALL HAVE TO GET AROUND AS TO WHAT MAKES IT FEASIBLE AND DOABLE IN THAT TIMELINE. SO I APPRECIATE THE LINK TO THE, UH, THE DOCUMENT TO HELP JUMPSTART PEOPLE IN THAT. YEAH, I, I MENTIONED IT BECAUSE I'M THINKING RIGHT NOW ABOUT HOW THE STUFF WE'VE ALREADY DONE, WHETHER IT'S THE PIGGER 1 34 WORK THAT'S HAPPENED, OR IT'S THE COLO NETTING CONCEPTS THAT HAVE ALREADY BEEN PUT OUT THERE AND WE'RE HAPPY TO KIND OF SORT OF, YOU KNOW, POWER WASH ALL OF THE STUFF THAT WE'VE DONE AND GIVE IT TO ERCOT STAFF TO CONSIDER HOW TO BATCH IT INTO, IT'S THE WRONG WORD, HOW TO GROUP IT INTO THESE ACCELERATED TIMELINES. SO WE'RE HERE TO HELP WITH THAT STUFF AND I WANNA MAKE SURE THAT I POINTED OUT THAT THIS IS IN MY PUBLIC COMMENTS AS WELL. THANK YOU. THANKS RUHI. ALRIGHT, AND THEN TAHA, HEY, UM, THIS IS AND UH, I'M FROM APEX CLEAN RG, IF YOU CAN SPEAK UP A LITTLE BIT, WE CAN BARELY HEAR YOU, BUT GO AHEAD. OKAY. I HAVE A QUESTION ON THE, LIKE, UH, ON THE LODGE LOAD INTERCONNECTION PROCESS, LIKE HOW DO WE KNOW WHICH BATCH OUR LL IS GOING TO BE STUDIED IN? LIKE BY WHAT DATE WOULD WE KNOW? AS I SEE THE, IN THE LAST PRESENTATION WE, WE HAD, UM, SCHEDULED FOR THREE BADGES, BADGE ONE, BADGE TWO, BADGE THREE, AND BADGE ONE IS STARTING IN JANUARY 27, FOR EXAMPLE. [01:05:01] AND HOW SOON WOULD WE KNOW LIKE OUR, UM, LL IS GOING TO BE STUDIED IN AND DOES THE COD IMPACT BADGE CONSIDERATION? SO I'M GONNA HAVE TO CUT YOU OFF. SORRY. SO THAT'S NOT A, THAT'S NOT PART OF THE DISCUSSION RIGHT NOW, I APOLOGIZE. SO IF YOU WANTED TO PUT THAT QUESTION IN YOUR POCKET AND BRING IT OUT LATER, UH, YOU CAN. OKAY. SO ANY OTHER QUESTIONS ON THE ELIGIBILITY PIECE? OKAY. AND THE, UH, OTHER QUESTION LIKE HOW WE ARE LINKING THE EXISTING GENERATION INTERCONNECTION REQUEST WITH THE LOAD REQUEST, IF WE HAVE ALREADY THE GENERATOR IN QUEUE, ARE WE, WOULD WE BE DISCUSSED THAT HERE? WE'LL, WE'LL DISCUSS IT IN THE PROCESS RIGHT HERE. WE'RE JUST GETTING CLARITY ON THE IDEA OF CLR CONCEPTUALLY, IF THESE ARE THINGS THAT PEOPLE WANT TO CONTINUE AND HAVE INTEREST IN, NOT THE HOW TO GET IT DONE, IF THAT HELPS. OKAY. YEAH. SO WE'RE STILL, I CALL IT IN THE IDEATION PHASE THIS EARLY IN THE PROJECT AND YOU'RE ASKING ABOUT THE HOW AND SPECIFICS AND WE'RE NOT THERE RIGHT NOW. OKAY. OKAY. THANKS FOR THE FEEDBACK. UH, EVAN AND THEN KATIE COLEMAN AND THEN WE'RE GONNA CUT IT OFF AT THAT POINT TO MOVE ON. WE CAN STILL ASK QUESTIONS AT THE END, BUT AN INTEREST OF TIME. WE'LL, SO EVAN, YOU GO. ALRIGHT, THANKS MATT. EVANDALE LAN WE'LL TRY TO GO QUICK. UM, JUST WANTED TO ECHO SOME OF THE COMMENTS THAT SHANNON WAS MAKING ABOUT WHEN YOU MAKE THE DECLARATION FOR CLR. I MEAN, I THINK WE SHOULD CONSIDER THAT THERE'S, UH, A LOT OF THINGS THAT PROBABLY NEED TO BE CONSIDERED IN EXCESS OF WHAT WE DO FOR THE REGULAR RELIABILITY STUDIES. NOW THAT'S KIND OF ENVISIONED FOR THE BATCH PROCESS. I MEAN, I THINK BACK TO THE BOARD MEETING YESTERDAY, OR NOT YESTERDAY, BUT A FEW DAYS AGO WHERE WE WERE TALKING ABOUT THE FAR WEST TEXAS IOL. THAT'S REALLY AN OFF PEAK, YOU KNOW, NO SOLAR, NO WIND SCENARIO. AND UM, YOU KNOW, IF YOU'RE GONNA MAKE THE CLR DECLARATION UP FRONT AND ASSUME A FLEXIBLE INTERCONNECT IN THAT STUDY, IT'S VIRTUALLY IMPOSSIBLE TO DETERMINE IF YOU'RE GONNA CREATE A NEW IOL THAT COULD BE THERMAL AND MINUS ONE BINDING CASCADING, UM, WITHOUT LOOKING AT OTHER SNAPSHOT DATES THAT ARE, ARE NOT INCLUDED IN THE, UH, CURRENT ENVISIONMENT OF THE BATCH. AND SO I JUST WANNA, YOU KNOW, BE CAUTIOUS THAT IN ORDER TO DO THAT RELIABLY, WE MIGHT NEED TO BE THINKING, UH, ADDITIONAL STUDIES, ADDITIONAL STEPS TO TAKE. AND I, I WANNA REMIND EVERYBODY, YOU KNOW, THAT SPEED IS OF THE ESSENCE. I KNOW WE DID TAKE A, A, YOU KNOW, A FEW TIMES TO, TO SLOW DOWN, BUT I THINK IT WAS EVEN MENTIONED IN THE COMMISSION MEETING IN BARKSDALE, CORRECT ME IF I'M MISCHARACTERIZING THIS, BUT I I THINK IT WAS INTENDED FOR THAT TO BE A, A SEPARATE PROCESS AS YOU GUYS HAVE LINED OUT. AND WE WOULD WANNA MAKE SURE THAT WE'RE NOT SLOWING DOWN THE PROCESS BY ADDING MORE STUDY BURDEN IN ORDER TO ENSURE RELIABILITY. SO THANKS, THANK YOU FOR THE COMMENTS. ALRIGHT, AND THEN KATIE, MY QUESTION GOES BACK TO THE, UM, THE BYOG ISSUE. SO UNDER P ONE 15 TODAY, THERE IS A PROVISION THAT SAYS THAT IF A LOAD IS STUDIED AS PART OF A FULL INTERCONNECTION STUDY, THAT THAT, UM, CAN SUFFICE FOR THE LLI STUDY. BUT IT'S NOT CLEAR HOW OR IF THAT'S BEING IMPLEMENTED. AND I'M TRYING, I'M WONDERING IF SOMEBODY COULD GIVE JUST A QUICK EXPLANATION OF IF YOU DO HAVE A CO-LOCATED LOAD AND A NEW GENERATOR THAT GETS SUBMITTED TOGETHER. IS ERCOT LINKING THOSE AT ALL TODAY? OR IS THAT SOMETHING THAT WE'RE GONNA BE CREATING ANEW IN THIS PROCESS? AND I KNOW YEARS AGO THE WAY YOU DID IT IS YOU POPULATED THE PRIVATE USE NETWORK TAB, BUT THAT NOW DOESN'T SATISFY ALL THE LI CRITERIA. UM, SO I'M JUST WONDERING IF, IF SOMEBODY COULD GIVE A QUICK EXPLANATION OF HOW AND IF YOU GUYS LINK CO-LOCATED GENERATION AND LOIS TODAY SO WE CAN UNDERSTAND WHAT NEEDS TO BE RESOLVED IN THE NEW NPRR ON THIS. HEY KATIE, THIS IS AG SPRINGER . UM, SO YOU'RE, UH, THE PARAGRAPH YOU'RE REFERRING TO IN SECTION 9 3 1, UM, DOES ALLOW FOR THE FULL INTERCONNECTION STUDIES FOR GENERATION TO BE ALSO USED AS THE LARGE LOAD INTERCONNECTION STUDIES PROVIDED THAT IT SATISFIES ALL THE REQUIREMENTS DETAILED IN SECTION 5.3 AS WELL AS THE LARGE LOAD INTERCONNECTION STUDY REQUIREMENTS IN SECTION 9.3 OF THE PLANNING GUIDE. UM, AND, UH, TO DATE, THERE HAS, UH, TO MY KNOWLEDGE NOT BEEN A STUDY THAT HAS BEEN SUBMITTED UNDER THAT PROVISION. UM, THE GENERAL APPROACH THAT WE HAVE SEEN IS THAT, UM, CUSTOMERS ARE ELECTING TO HAVE BOTH STUDIES DONE SEPARATELY FOR MAXIMUM FLEXIBILITY, UH, BETWEEN, UH, ALLOWING THE TWO PHASES, UH, THE, THE TWO PORTIONS OF THE PROJECT GENERATION AND LARGE LOAD TO PROCEED FORWARD INDEPENDENTLY IN CASE THERE ARE CONSTRUCTION DELAYS, UH, OR OTHER DELAYS THAT MIGHT AFFECT ONE PIECE OF THE PROJECT. UM, THE INDEPENDENT STUDIES ALLOW FOR BOTH PIECES TO COME ONLINE ON THEIR OWN TIMELINE. UM, YOU KNOW, I THINK, AND I'LL TOUCH ON THESE ON MY SLIDES LATER, UH, I THINK CONCEPTUALLY IF THERE WAS TO BE, UM, ALLOWANCE [01:10:01] FOR BRING YOUR OWN GENERATION TO, UH, YOU KNOW, POTENTIALLY BE TREATED DIFFERENTLY OR NO IMPACT TO THE GRID IN, IN STEADY STATE STUDIES, THAT, THAT WE MIGHT NEED, UH, A MORE FIRM LINKAGE THERE. BUT THAT, THAT'S THE CURRENT STATE OF AFFAIRS TODAY. THANKS. ALL RIGHT. AND THEN BILL, THEN WE'LL MOVE ON AFTER YOUR QUESTION, FOLLOW UP QUESTION ON THAT, UH, AG, SO YOU SAID THAT YOU HAVE NOT RECEIVED ANY OF THOSE COMBINED, UH, INTERCONNECTION REQUESTS WHERE, UH, THERE'S A SUBMISSION OF A-G-I-N-R WITH A LOAD THAT ALSO MEETS THE CRITERIA. I THINK MAYBE ONE OF THE REASONS WHY THAT HASN'T OCCURRED IS BECAUSE YOU, YOU STARTED TWO DIFFERENT PLACES AT THIS POINT WITH A-G-G-I-N-R INITIATING AT ERCOT AND A LARGE LOAD INTERCONNECTION REQUEST INITIATING WITH A TSP. SO AS SOMEONE THAT'S DOING THAT, HOW WOULD WE DO THAT? SO HOW WOULD WE SUBMIT A COMBINED PROPOSAL TO ERCOT UNDER, UH, PLANNING GUIDE SECTION 5.3 WHERE THEY ARE LINKED IN THE BEGINNING? YEAH, THANKS BILL. AND I, I JUST WANNA CLARIFY AGAIN, THE INTENT IS NOT TO LINK THE TWO INTERCONNECTION REQUESTS WITH THIS PARAGRAPH. THE 10 WAS TO ALLOW FOR A PATH FOR THE TSP TO NOT HAVE TO DO ESSENTIALLY THE SAME SET OF STUDIES TWICE. AND I YOUR POINT TO, UH, THE, THE QUESTION ABOUT THE START POINTS AND THE OVERALL TIMING OF THE TWO INTERCONNECTION PROCESS, UH, YOU KNOW, I, I THINK THAT'S SOMETHING WE CAN CONSIDER AS WE DEVELOP THE BADGE. OKAY. BECAUSE WE WERE VERY MUCH INTERESTED IN SUBMITTING WHAT YOU JUST DESCRIBED AND WE'D, YOU KNOW, GIVE US GUIDANCE ON HOW TO DO THAT. SO APPRECIATE IT. OKAY. SO SHANNON AND JOEL, I'M GONNA HAVE TO PUT Y'ALL IN THE QUEUE FOR NOW AND WE'RE GONNA NEED TO MOVE ON TO THE SECTION C HERE. SO KEEP YOUR QUESTIONS IN YOUR PAPER AND JESSE, YOU'RE CLEAR TO THE NEXT SPOT. COOL. AND THERE'S ACTUALLY JUST A LITTLE BIT LEFT ON B 'CAUSE WE HAD TWO FREE RESPONSES, UH, HELPFUL MAYBE JUST TO SEE THE, THE REAL QUESTION HERE WAS BATCH ZERO A AND ZERO B. DO WE LIKE THAT OR DO WE WANNA DO SOMETHING THAT'S A BIGGER BATCH ZERO? UM, WE DID NOT SEE UNANIMOUS SUPPORT FOR THE, THE PROPOSAL LAST TIME. I WILL SAY TWO TO TWO TO ONE MAJORITY. UM, BUT WHAT WE HEARD, UH, IN VARIOUS COMMENTS WAS THAT THE PART OF WHAT IS DRIVING THAT WAS A, A LOT OF CONCERN AROUND WHETHER OR NOT FOLKS WOULD LAND IN ZERO A. THERE'S ALSO A QUESTION ON WHETHER THE, THE DESIGN OF THE PROCESS HAD RECEIVED ENOUGH STAKEHOLDER INPUT. SO WE'RE, WE'RE BEYOND THAT NOW IN TERMS OF, YOU KNOW, GETTING STARTED WITH A PROPOSAL NEXT FRIDAY. BUT GOOD FOR YOU ALL TO SEE THAT THERE WAS FEEDBACK GENERALLY SUPPORTIVE, BUT FAR FROM UNANIMOUS. AND THEN I THINK WE, WE WOULD ENTER JUST THE, THE SET OF OPEN COMMENTS AROUND KIND OF ELIGIBILITY CRITERIA FOR THE BATCHES. I WOULD SUMMARIZE THESE AS, AS THERE'S A REAL ANCHOR ON FAIRNESS. UM, I REALIZE FAIR IS A PRETTY SUBJECTIVE TERM THAT CONTINUES TO BE TRUE, BUT IT, IT'S REALLY WAS AROUND KIND OF WHAT, WHAT IS A, A REASONABLE AND FAIR, UH, OUTCOME IN TERMS OF THE BATCHES AND THE ELIGIBILITY TO, TO MOVE PROJECTS FORWARD. ALSO, A DESIRE TO SEE THAT PROJECTS WERE REAL, YOU KNOW, NON SPECULATIVE AND, AND LIKELY TO, TO COME FORWARD, UM, IF THEY WERE COMING OUT. THERE'S ALSO AN ACKNOWLEDGEMENT THROUGHOUT THESE COMMENTS THAT, THAT THAT'S ACTUALLY, THAT'S HARD. UM, DEFINING WHAT IT MEANS AS A, AS A, YOU KNOW, WRITTEN DOWN CRITERIA THAT'S APPLICABLE AND NOT KIND OF, I KNOW IT WHEN I SEE IT, UM, TURNS OUT TO BE QUITE DIFFICULT. AND SO IS IS PART OF THE TASK OF THE NEXT SET OF PROCESSES TO, TO BRING INTO THE BATCHES. UM, AND, AND I WOULD SAY AGAIN, YOU KNOW, WE HEARD IF YOU READ THE BOTTOM, YOU KNOW, OVER AND OVER FRUSTRATION AROUND THE TIMELINES AND HOW QUICKLY IT FELT LIKE THINGS WERE MOVING. AND SO WE, WE'VE MOVED PAST THAT AND SO I I WOULD JUST SAY, YOU KNOW, CONTINUE TO GIVE FEEDBACK INTO THE PROCESS. UM, IT, IT IS BEING HEARD IN LOTS OF FORUMS AND BY LOTS OF FOLKS, UH, AND, AND THIS SORT OF MOVES US FORWARD INTO GOOD INFORMATION IN THE, IN THE BATCH ELIGIBILITY ELIGIBILITY CRITERIA. BUT ALSO WE'LL BE HEADED INTO A NEW PROCESS, UM, PRETTY QUICKLY HERE. OKAY, SO MAYBE I'LL JUMP INTO THE BEGINNING OF C UM, WHERE WE'RE, LET ME JUST MAKE SURE I ACTUALLY HAVE THE SURVEY UP JUST SO I GET THE, THE ANSWERS RIGHT. UM, BUT A REAL QUESTION HERE AROUND THE, THE BATCH STUDY ITSELF. UM, AND SO THE QUESTION HERE THAT STARTS OUT IS, SHOULD ERCOT CENTRALIZE THE RESPONSIBILITY FOR LARGE LOAD INTERCONNECTION BATCH STUDIES? UM, AND WHAT WE HEARD ON THE, THE FIRST TWO RESPONSES THAT THE LEFT AND THE RIGHT IS THAT ABSOLUTELY ERCOT SHOULD BE INVOLVED AND THE ERCOT SHOULD BE LEADING THE STUDIES. UM, THE QUESTION THAT GOES BACK AND FORTH IS WHETHER IT'S NOT, WHETHER OR NOT THAT THE TSPS ARE KIND OF ON THE LEAD, ON THE, THE UPGRADE IDENTIFICATION, UM, THERE'S STILL A FEW FOLKS, NOT UNANIMOUS, BUT A FEW FOLKS WHO PREFER TO WORK WITH THE TSPS. YOU'LL SEE THE WAITING IS ACTUALLY TOWARD SOME OF THE LARGE LOAD CUSTOMERS, UM, WITHOUT ACTUALLY RUNNING THROUGH OUR CO COORDINATION. I THINK I GOOD. OKAY. SO WE WILL THEN GO ON TO THE NEXT QUESTION HERE, WHICH WAS REALLY A QUESTION AROUND FREQUENCY. UM, AND THIS IS AFTER BATCH ZERO. SO ONCE WE HIT A A, THERE'S, THERE'S TOO MANY, I WANNA SAY STEADY STATE, BUT THAT, THAT'S ALSO A BUZZWORD HERE. BUT ONCE WE HIT [01:15:01] A KIND OF A CADENCE OF BATCHES, UM, THE QUESTION WAS SHOULD THESE BE RUN ANNUALLY, SEMI-ANNUALLY, OR, YOU KNOW, EVERY NINE MONTHS, SOMEWHERE IN BETWEEN WHAT WE HEARD WAS SIX MONTHS. SO SEMI-ANNUALLY FROM THE RESPONSES WE HAVE TO, TO CONTEXTUALIZE THAT IN THAT WE, WE'VE ALSO HEARD IN SOME OF THE STAKEHOLDER FEEDBACK THAT THAT IN AND OF ITSELF MAY NOT BE FAST ENOUGH, BUT THAT GETTING IT FASTER THAN THAT, UM, AND REACHING THE, THE DESIRED LEVEL OF RELIABILITY, THE OUTCOME IS GONNA BE CHALLENGING AND THAT THERE'S VERY LITTLE SUPPORT FOR ACTUALLY MOVING THIS OUT TO AN ANNUAL PROCESS. AND WE FELT THAT THE CADENCE OF THAT WAS, WAS FAR TOO SLOW TO SUPPORT THE, THE SPEED AND AND GROWTH THAT THE SYSTEM'S SEEN. AND SO RECOGNIZING AGAIN, YOU KNOW, THREE RADIO BUTTONS, THERE'S A LOT OF FREE TEXT AND CONTEXT FOR THIS QUESTION, BUT THE IDEA ALIGNED WITH KIND OF A BATCH 1, 2, 3, 4, RUNNING ON A SIX MONTH CADENCE HAD HAD QUITE STRONG SUPPORT. PAUSE THERE IF THERE'S ANY QUESTIONS OR COMMENTS ON THAT. YEAH, WE'LL JUST CONNECT THE DOTS AS WE'RE GOING THROUGH THIS. YOU'LL FIND THAT EVERYONE WANTS IT TO BE EVERY SIX MONTHS, BUT PEOPLE ARE ALSO HOPING THAT WE CAN DO A RE STUDY AND THE TWO MAY NOT NECESSARILY COINCIDE. SO RE STUDY OPTION MAY PUSH US INTO THE NINE MONTH BUCKET, WHICH NOBODY WANTS, BUT THEN NOT DOING A RE STUDY KEEPS US IN THE SIX MONTH BUCKET, BUT PEOPLE DON'T WANNA DO IT WITHOUT A RE STUDY. SO JUST CONNECTING THE DOTS TO GO THROUGH. SO WE'LL KEEP GOING AND AGAIN, WE'LL, WE'LL THEN CATCH THE BATCH STUDY AT THE END OF THESE QUESTIONS, SO PROCEED ON. OKAY. UM, THERE IS A QUESTION HERE ON, ON METHODOLOGY FOR THE BATCH STUDY. UM, AS JEFF DESCRIBED LAST TIME IN, IN PICKER 1 27, YOU KNOW, THE STUDY IS NOT AN RA IT'S NOT A RESOURCE ADEQUACY STUDY, IT'S A WIRE STUDY OR A TRANSMISSION CONSTRAINTS STUDY. UM, AND SO THE PROPOSAL AND, AND THE, THE WORDING THAT WAS, WAS WRITTEN OUT THERE WAS TO, TO ADD GENERATION TO ENSURE THAT THE BINDING CONSTRAINT ISN'T, ISN'T RESOURCES. UM, BY AND LARGE THE AGREEMENT WAS THAT THAT, UH, STAKEHOLDERS WOULD, WOULD PREFER TO KEEP THAT. I THINK THERE WERE A COUPLE OF COMMENTS, UH, ON WHETHER OR NOT THE RIGHT SIGNAL IS CREATED, UM, TO INCENTIVIZE NEW GENERATION. THAT WAS WHAT WE SAW, AT LEAST IN THE FREE TEXT OF THE, THE 11% WHO SAID MAYBE DO SOMETHING ELSE. UM, THERE'S ALSO, I THINK THE OTHER PIECE OF THAT WAS AROUND BRING YOUR OWN GENERATION, WHICH WILL CONTINUE TO BE A THEME THROUGHOUT THIS ABOUT, YOU KNOW, WHETHER OR NOT THERE'S SOME PIECE OF THAT THAT SHOULD FEED INTO HERE. BUT WHAT WE SAW BY AND LARGE WAS THAT THESE STUDIES SHOULDN'T BE, UM, FAILING TO ALLOCATE LOAD BECAUSE THE GENERATION'S NOT SUFFICIENT. UH, AND THEN AGAIN, ON, ON A BIT OF A TECHNICAL PIECE ON THE, THE STUDY PROCESS, IT, THE QUESTION WAS HOW SHOULD, UH, ERCOT IN INCORPORATE DYNAMIC STABILITY ANALYSIS INTO THE BATCH STUDY? UH, AND THE, THE THING TO READ IN A LOT OF THESE QUESTIONS IS THERE, THERE'S A BIT BEHIND THE QUESTION AND YOU SEE THAT THE, THE ANSWER IS BASICALLY GIVE YOU A, A SCREENING FIRST AND RUN THE FULL RELIABILITY LATER VERSUS DOING IT ALL TOGETHER. AND THE DIFFERENCE BETWEEN THESE IS ACTUALLY ALSO IN THE TIMELINE. UM, AND SO RECOGNIZING THAT DOING THE EARLY SCREENING MAY ACTUALLY REDUCE THE ALLOCATION, BUT IT DOES IT IN A WAY THAT THAT KEEPS THE PROCESS MOVING FORWARD AT A FASTER CADENCE, I WOULD SAY FAIRLY STRONG TO, TO BROAD SUPPORT, UM, TO MOVE IN THAT DIRECTION. I THINK OBVIOUSLY ON AN INDIVIDUAL PROJECT BASIS, PEOPLE MAY HAVE DIFFERENT VIEWS, BUT BY AND LARGE, AS THE PROCESS IS DESIGNED, THERE WAS QUITE STRONG AGREEMENT THERE. UH, AND THEN WE HAVE ONE THAT, THAT COMES UP QUITE A BIT LATER ALSO IN THE FREE COMMENTS. AND SO I'LL DO THE VOICEOVER, WHICH IS THE QUESTION ON THESE BATCH STUDIES. WHAT IS THE SCOPE OF THE TRANSMISSION UPGRADES, UH, THAT SHOULD BE IDENTIFIED BY THE BATCH STUDY PROCESS AND IS LAID OUT IN THE PROPOSAL LAST WEEK? UH, THE BATCH STUDY PROCESS WOULD, UM, BE ABLE TO DO KIND OF SOMETHING SOMEWHERE BETWEEN LIMITED AND EXPANDED UPGRADES, BUT WOULD NOT BE CREATING NEW RIGHTS OF WAY. UM, AND THEN THE QUESTION HERE WAS, DO YOU, DO YOU MAINTAIN THE VERY LIMITED SCOPE? SO THINK OF IT AS SUBSTATION UPGRADES OR, OR SOMETHING IN THAT LINE, UM, RATHER THAN ACTUALLY EXPANDING IT TO SOMETHING THAT WOULD BE MORE SUBSTANTIVE, COMPLEX IMPROVEMENTS INCLUDED THE, THE SURVEY QUESTIONS THEMSELVES GIVE A LITTLE MORE DETAIL ON WHAT THAT MIGHT LOOK LIKE. UM, AND THEN THE OTHER QUESTION IS, DO WE ACTUALLY NEED TO INCLUDE ANY AND EVERY UPGRADE THAT WOULD BE NEEDED TO, TO SERVE THE FULL LOAD, UM, WHICH WILL LINK TO THINGS LIKE RTP AND AND RPG AS WELL AS, AS WHAT THE, THE, THE WIRES COMPANIES THEMSELVES ARE ABLE TO, TO GET INTO PLACE. AND WHAT WE HEARD BY AND LARGE IS YES, WE WOULD EXPECT THAT THE, THE UPGRADES WHICH CAN BE IDENTIFIED IN A FASTER PACE. YOU'LL SEE THAT THE OTHER PACE HERE PIECE HERE IS THAT IF YOU GET TO THE BIGGER STUDIES THAT INCLUDE SORT OF GREENFIELD RIGHTS OF WAY, THAT IDENTIFICATION IS GONNA PUSH OUT THE TIMELINE OF THE STUDY. THE PREFERENCE AMONG STAKEHOLDERS WAS TO MAINTAIN THAT SIX MONTHS, UM, WITH, I THINK THE EXPECTATION, AGAIN, LINKING TO STAKEHOLDER INTERVIEWS WITH THE EXPECTATION THAT MANY LOADS, IF NOT MOST LOADS, WOULD BE ABLE TO BE SERVED WITH UPGRADES THAT DON'T REQUIRE LARGE SCALE GREENFIELD EXPANSION. YOU WILL NOTE THOUGH, THAT THE, WHEN WE LOOK AT THE WEIGHTING, IT'S, IT'S ONE IN FIVE SAT IN THAT FAR RIGHT BOX, BUT IT'S CLOSER [01:20:01] TO ONE IN TWO OF THE, THE T DSPS WHO ACTUALLY FELT THAT A BROADER SET OF IDENTIFICATION MIGHT BE HELPFUL, HELPFUL. AND SO I WOULD SAY THERE'S A LOT OF NUANCE IN THIS, AND I THINK FURTHER COMMENTARY AND DISCUSSION'S PROBABLY WARRANTED AS THE PROCESS MOVES FORWARD. UM, BUT BY AND LARGE, AT LEAST AN EXPECTATION THAT MOST LOADS COULD CONNECT INSIDE THIS BATCH PROCESS WITH A REASONABLE SET OF UPGRADES, UM, WAS WHAT WE THINK SITS BEHIND THAT DESIRE TO, TO AGAIN, CONTINUE TO MOVE QUICKLY AND HIT THAT SIX MONTH CADENCE. AND THEN I WILL, I WILL WRAP UP ON THE COMMENTS, AND AGAIN, YOU HAVE ALL THESE MATERIALS, YOU'LL, YOU'LL BE ABLE TO GO BACK THROUGH THEM. UM, THE, THE, THE BIGGEST POINTS HERE IS, UH, YOU KNOW, THERE IS A NEED TO INTEGRATE THE RTP AND THE RPG PROCESS, I THINK BOTH FROM IDENTIFICATION OF UPGRADES, BUT WHAT WE HEARD, AGAIN, AND AGAIN GOING BACK TO DECEMBER, IS WHAT COMES OUT OF THE BATCH NEEDS TO BE SOMETHING THAT ACTUALLY CREATES ASSURANCE THAT, THAT, THAT, UM, NOTICE TO ENERGIZATION IS GOING TO BE THERE. SO ESSENTIALLY WHAT LOOKS LIKE A RESERVATION. AND SO, UH, A LACK OF LINKAGE OR, OR NOT TOO TIGHT OF A, AN INTER LINKAGE BETWEEN THE R-T-P-R-P-G AND BATCH PROCESS COULD CREATE RISK, UM, WHICH MAKES PROJECTS HARDER TO MOVE FORWARD. THAT LINKS TO, YOU WILL SEE YOU GO DOWN TO THE FOURTH ONE. THIS IDEA THAT TIMELY AND STABLE RESULTS, UM, ARE, ARE INCREDIBLY IMPORTANT TO COME OUTTA THE PROCESS. UM, THERE WERE PLENTY OF COMMENTS ALSO HERE AGAIN ABOUT HOW DO WE THINK ABOUT BYOG CONTROL CONTROLLABLE LOADS? UM, AND THEN FINALLY, ONCE AGAIN, WHETHER OR NOT LOADS ARE REAL, PROJECTS ARE REAL OR IF THEY'RE SPECULATIVE PIECES. SO ALL OF THAT THOUGH CULMINATES IN THE BOTTOM LINE, WHICH SAYS, YOU KNOW, WE, WE REALLY DO NEED OTTO TO, TO LEAD ON THIS AND, AND PUT FORWARD A, A, A REVISION REQUEST THAT, THAT TIES ALL THIS TOGETHER. AGAIN, RECOGNIZING THAT THERE ARE QUITE A FEW COMPETING PRIORITIES AND THAT NOT EVERYTHING CAN LAND ALL TOGETHER AT ONCE IN JUNE. UM, I THINK THIS IS PROBABLY A GOOD PLACE TO STOP AND, AND HEAR, YOU KNOW, FURTHER COMMENTS ON THE, THE BATCH PROCESS. OKAY, SO THIS IS WEIRD. SO I DO WANT TO TAKE QUESTIONS ON THE BATCH PROCESS. WHEN WE TRANSITION TO THAT. AT THAT POINT THERE WAS FOUR PEOPLE IN THE QUEUE, SHANNON, JOEL, CLAYTON, AND SAM. ARE ANY OF YOUR QUESTIONS ON THE BATCH STUDY OR IS IT GOING BACK TO THE OTHER ONE? YES, MINE, MINE ARE, YOURS ARE ON THE BATCH PROCESS. OKAY. WE'LL WORK THE QUEUE, BUT IF IT'S ON ELIGIBILITY, I'M GONNA STILL PUNT IT BACK TO THE END OF THE LINE. SO DOES THAT MAKE SENSE? SO, SORRY, I'M GONNA WORK THE QUEUE AS IS, BUT AGAIN, IT'S FOR THE BATCH STUDY ONLY QUESTIONS RIGHT NOW. SO FIRST UP IS SHANNON. ALRIGHT, SO I HAD ONE THAT WAS LEFT OVER IN THE LAST SESSION FOR LATER. YES. ALRIGHT, UH, LET'S GO TO SLIDE 13. I WANNA KIND OF FURTHER EMPHASIZE SOMETHING. BILL WAS EMPHASIZING IT'S ON ELIGIBILITY. WE'RE IN BATCH PROCESS. I HAD SOME ON THAT, BUT YOU TOLD ME WHILE AGO THAT I NEED TO HOLD THESE, YOU NEED TO HOLD THE QUESTION UNTIL WE GET TO THE END OF ALL THE OTHER DISCUSSIONS ON B-C-B-E-F-G. YES, SIR. SO WE'RE ON THE BATCH PROCESS THEME. ACTUALLY, I, I'D ENCOURAGE YOU, MATT, TO THINK ABOUT THIS BEHIND THE METER GENERATION PIECE THAT OR BRING YOUR OWN GIN. YES. MY COMMENT ON THAT, YES. THIS IS SUPER IMPORTANT. YOU HEARD THAT FEEDBACK? IT IS MY, MY COMMENT ON THAT IS AG TALKED ABOUT HOW A LOT OF PEOPLE ASK FOR THOSE TWO TO BE PROCESSED SEPARATELY. I UNDERSTAND THAT. YES. BUT WE SHOULD UNDERSTAND THAT SOME PEOPLE HAVE FIRM GAS AND YOU KNOW, THERE'S NO GRID CAPACITY FOR THE SUMMER, YOU KNOW, THE STEADY STATE SET OF STUDIES AND YOU WANT TO BRING THESE TWO. YES. AND THEY CAN COME QUICKLY. Y'ALL'S PROCESS REALLY SHOULD MAKE THAT AVAILABLE. IT IS VERY IMPORTANT AND WE COULD SPEND ANOTHER HOUR ON IT. AND SO AGAIN, I'M JUST TRYING TO RUN THE MEETING ALL ON THAT 21. THEN, UH, SLIDE 21, YOU BET ON THIS PIECE RIGHT HERE. I THINK IT'S SO IMPORTANT FOR ERCOT TO COLLABORATE WITH THE TSPS THROUGH YOUR BATCH PROCESS ON THE UPGRADES THAT ARE ACHIEVABLE AND NOT BECAUSE FROM TSP TO TSP IT MAY BE A VERY DIFFERENT ANSWER. AND AT THE END OF THE DAY, IT'S THAT TSP THAT'S GONNA BE DOING IT. SO I WOULD ENCOURAGE GOOD STRONG DIALOGUE THROUGH YOUR, UH, STEADY STATE STUDY. LAST THINGS ON 22, UM, OH THIS, IT'S THE SECOND ITEM THERE. NEED TO TIGHTLY INTEGRATE BATCH STUDIES WITH R-T-P-R-P-G. RIGHT NOW THE FLOW CHART Y'ALL HAVE LAID OUT, UH, LAST MEETING HAS THE R-P-G-R-T-P ESSENTIALLY FOLLOWING THE BATCH. SOMETHING TO THINK ABOUT FOR THE ULTRA MATURE PROJECTS AS GIVEN THE PUC GUIDANCE THAT CAME OUT LAST FRIDAY AND SOME OF THE THINGS ENCORE SENT OUT YESTERDAY FOR REALLY MATURE PROJECTS, IT'S VERY POSSIBLE THEY WILL BE IN THIS RTP THAT'S ABOUT TO OCCUR AND YOU WILL ACTUALLY KNOW THE SET OF UPGRADES COMING OUT OF THE BACK END OF [01:25:01] THAT RTP. I WOULD ENCOURAGE ERCOT TO THINK ABOUT THOSE MUCH LIKE YOU LAID OUT IN YOUR, UH, PRESENTATION LAST WEEK AGO TUESDAY, WHERE THINGS THAT HAVE ALREADY BEEN RTP OR RPG APPROVED GO IN AS S FIRM AND THAT ALLOWS THOSE VERY MATURE PROJECTS TO ACTUALLY EFFECTIVELY GO IN IN THE REVERSE. YOU'VE WORKED THROUGH THE RTP FASTER IF YOU CAN MEET ALL OF THEIR REQUIREMENTS, UH, THEN WAITING TO GET IN BATCH ONE LATER ON, IF THAT MAKES SENSE. THAT ALRIGHT, THANKS SHANNON. UM, SO AGAIN, I'LL ASK JOEL THIS NEXT IN THE QUEUE. JOEL, THIS WOULD BE FOR THE BATCH STUDY PART OF THE MEETING. SURE, SURE. UH, UM, EVEN THOUGH JUST A VERY, VERY QUICK QUESTION ON THE BEFORE, UH, SO SHANNON TOUCHED ON IT. SO IS GAS GONNA BE CONSIDERED SEPARATELY OR NO, OR THAT'S STILL UNDER DISCUSSION, IS WHAT GONNA BE CONSIDERED SEPARATELY? SORRY. SO LET'S SAY IF, IF, IF, UH, IF A LOAD IS COMING ONLINE OR PROPOSING TO COME IN LINE WITH A GAS GENERATION RATHER THAN LET'S SAY NO GENERATION AT ALL OR ANY OTHER, UH, RENEWABLE, IS THAT GOING TO BE CONSIDERED DIFFERENTLY AS A CO-LOCATION TYPE PIECE? YES, BUT ALSO THE, THE, THE, THE TYPE OF GENERATION. SO ALSO THIS IS AG SPRINGER. UH, SO, UH, SEVERAL OF THE QUESTIONS THAT ARE COMING UP RIGHT NOW ARE GOING TO BE, ERCOT DOES HAVE, UM, IN THE NEXT SLIDE DECK SOME FEEDBACK ON WHERE WE STAND ON SOME OF THESE QUESTIONS, ESPECIALLY AROUND CO-LOCATION AND, UH, INCLUSION AND TREATMENT OF CLRS. UM, AND SO IF, IF WE COULD MAYBE HOLD THOSE QUESTIONS. I, I, I THINK OKAY. UNDERSTOOD. MY PRESENTATION WILL ADDRESS SEVERAL OF THEM. UNDERSTOOD. THANK YOU. MY OTHER QUESTION ON THE BATCH, SO THERE WAS A DISCUSSION AND EVEN BEFORE THAT ERCOT WILL NOT, UM, LET'S SAY IDENTIFY, UH, BIG UPGRADES, LET'S SAY THAT, UH, THAT INCLUDE RIGHT OF WAYS OR, OR ANY OF THAT. IT'S EVEN ON THE SLIDE ON 22. SO MY QUESTION IS HOW WOULD THAT BE TAKEN INTO ACCOUNT OR LIKE WHAT, WHAT WOULD THE RESULT BE, UH, AN ALLOCATION OF ZERO FOR SUCH LOADS THAT NEED SUCH BIG UPGRADES? HOW IS ERCOT TREATING THAT? YEAH, I THINK THAT'S, THAT'S STILL TO BE DETERMINED. I THINK THAT WILL BE A, A SUBJECT OF DISCUSSION, UM, AT THE SUBSEQUENT WORKSHOPS. UH, YOU KNOW, I, I THINK REALLY THE, THE CRUX OF THIS QUESTION IS RELATED TO HOW, HOW LONG IS THE BATCH PROCESS AND WHAT'S THE CADENCE, UM, BECAUSE THAT, THAT HAS IMPACT ON THE SCOPE OF WHAT CAN BE EVALUATED WITHIN THAT TIME. SO, UM, I THINK THOSE, THOSE TWO TOPICS WILL BE DISCUSSED FURTHER. OKAY. THANK YOU SO MUCH. ALRIGHT, THANK YOU. UM, CLAYTON? YEAH, MINE'S BACK ON 21. IT'S KIND OF ALONG THE LINES OF WHERE SHANNON WAS GOING. I WOULD SAY THAT THE, THE, THE PROJECT DETERMINATION IS NOT JUST TSP TO TSP, IT'S ALSO PROJECT TO PROJECT UPGRADING A 10 MILE 138 KV LINE. YEAH, YOU COULD PROBABLY DO THAT A 50 MILE, 3 45. YOU'RE PROBABLY NOT GONNA DO THAT EVEN THOUGH THE STUDIES TELL YOU YOU CAN. SO IN SOME OF THESE CASES, WE ARE GONNA HAVE TO FIND NEW LINES, NEW PATHS, NEW RIDES AWAY. AND I THINK THAT FORECLOSING ON THOSE OPTIONS, YOU KNOW, JUST BECAUSE THEY'RE DIFFICULT IS, IS NOT REASONABLE. AND I THINK THAT, YOU KNOW, WE'RE, WE'RE GONNA SEE THE PRESENTATION NEXT WEEK. I THINK SOME OF THIS STUFF CAN BE DONE PROGRAMMATICALLY, AT LEAST TO GIVE US IDEAS OF WHAT LINES CAN BE ACCOMPLISHED QUICKLY AND WHAT THE PROJECTS CAN BE ACCOMPLISHED QUICKLY THAT ARE MUCH MORE EFFICIENT OR MORE DOABLE THAN SOME OF THESE OTHER THINGS. IF WE'RE GONNA WIND UP WITH, YOU KNOW, 200 LINEUP GRADES, UH, UH, I THINK THAT, YOU KNOW, WE'RE, WE'RE IN FANTASY LAND AT THAT POINT, YOU KNOW, YOU CAN ACCOMPLISH THAT, BUT IT'S GONNA TAKE YOU 20 YEARS. SO I I, AND, AND KIND OF THE LARGER VIEW HERE TOO IS THAT I THINK THERE'S A POST-PROCESSING THAT PIECE THAT MAY BE MISSING IN YOUR CURRENT PLAN WHERE YOU ACTUALLY ARE WORKING WITH THE TSP TO TRY TO DETERMINE WHAT'S FEASIBLE. AND, AND SOME OF THAT I THINK NEEDS TO FEED INTO THE, THE STUDIES BEFORE YOU EVEN GO IN SO THAT THESE PROJECTS ARE NOT EVEN RECOMMENDED. IF IT'S SOMETHING THAT CAN'T BE DONE, YOU KNOW, LEAVE IT OUT. ALRIGHT, VERY GOOD. SAM, GO AHEAD. ALL RIGHT. UH, THIS IS MORE OF A COMMENT THAN A QUESTION, BUT, UM, I CAN'T HELP BUT TO THINK THAT, UM, I THINK A LOT OF THESE RESPONSES ARE DRIVEN, UM, BY, YOU KNOW, LIKE THE ENTITY'S OWN AGENDA, AS IN WHAT WOULD BENEFIT ME THE MOST. SO I THINK WHILE THESE RESPONSES AND, UM, UNDERSTANDING THESE, UH, UH, UH, FEEDBACK IS IMPORTANT, I THINK BY, AT THE END OF THE DAY, ERCOT SHOULD MAKE AN INFORMED DECISION ON WHAT WOULD BE THE BEST FOR THE SYSTEM. NOT NECESSARILY WHAT IS LIKE THE MOST POPULAR OPTIONS. LIKE, FOR EXAMPLE, WHAT CLAYTON SAID, LIKE THESE, UM, UPGRADES THAT ARE, UM, YOU KNOW, JUST STRAIGHTFORWARD UPGRADES, UH, WILL TAKE FOREVER. THERE WILL BE 200 OF THEM. UM, BUT IF YOU WANT TO, YOU KNOW, SCOPE OUT THE FULL UPGRADES LIKE GREENFIELD PROJECTS, IT'LL, YOU KNOW, [01:30:01] OBVIOUSLY THE STUDIES WILL TAKE LONGER, UM, AND, AND THE PROCESS WILL, YOU KNOW, WILL DRAG ON. SO, YOU KNOW, I THINK, YEAH, JUST, JUST A POINT THERE THAT, YOU KNOW, ERCOT WOULD, I WOULD, YEAH, I WOULD, UH, HOPE THAT ERCO MAKES LIKE AN INFORMED DECISION ON WHAT THE BEST OPTION WOULD BE, NOT NECESSARILY THE MOST POPULAR. YOU BET. THANKS FOR THAT, SAM. ALRIGHT, CHRIS MATTOS, CHRIS MATOS, GOOGLE. I THINK IT REALLY COMES AS NO SHOCK. YOU'RE GONNA HEAR FROM STAKEHOLDERS. I WOULD LIKE THINGS TOMORROW AND WITH ALL THE SEVEN 60 FIVES DESIGNED FOR THEM. SO THE SLIDE TO ME IS HELPFUL, BUT WE DON'T HAVE AN UNDERSTANDING OF THE TRADE-OFFS AND TIMELINES IN SORT OF ANY DIFFERENT CONTEXT. I THINK IN OUR PROPOSAL, RIGHT, WE LAY OUT AT LEAST A ONE REVISIT OF A RE STUDY AND LOADS TO OPTIN OR NOW THAT ALIGN WITH FIRM FINANCIAL COMMITMENTS WITH IT. AND SO THERE IS SOME WAY, I THINK TO DO AT LEAST A MA IDENTIFY A MAJORITY OF THE UPGRADES NEEDED, NEEDED IN A PROSPECTIVE TIMELINE THAT CAN THEN ROLL INTO A BROADER RTP PROCESS THAT MAYBE IDENTIFIES THE ACTUAL RIGHT OF WAYS AND, AND, AND OTHER FINISHING DETAILS TO THOSE TRANSMISSION PROJECTS. SO I HESITATE TO PUT THESE THINGS INTO THESE NEATLY BUCKETS AS A SURVEY HAS PUT, BECAUSE GOOGLE'S PREFERENCE IS GOING TO BE MORE ASSURANCE ON THE ACTUAL INFRASTRUCTURE BUILD THAT COMES OUT OF IT THAN WHAT THE SIX MONTH PRO CURRENTLY OFFERS. AND THAT REALLY IS LARGELY BASED ON OUR CURRENT EXPERIENCES WITH THE RPG PROCESS AND THE DELAYS THAT HAVE RESULTED IN, IN THE APPROVAL OF TRANSMISSION PROJECTS THERE. THANK YOU. THANK YOU. CHRIS BROTH. HEY, SO MY QUESTION IS EXTENSION TO WHAT SHANNON ASKED ABOUT THE INCLUSION IN 26 RTP VERSUS BATCH STUDY. UH, I KNOW THERE'S A SLIDE LATER IF YOU WANT ME TO WAIT, I CAN ASK THE QUESTION LATER, BUT I WANTED TO UNDERSTAND THE CORRELATION BETWEEN THOSE TWO AND HOW ARE YOU TREATING LOADS THAT MAY NOT BE IN RTP BUT WANT TO CONTINUE IN BATCH BECAUSE OF THE CRITERIA? YEAH, AND I THINK THE QUICK ANSWER IN THAT, THAT IS, WE DON'T KNOW YET. I, I THINK WE NEED TO, WE'RE, WE'RE THINKING THROUGH THE FEEDBACK AND WHEN WE, UH, ROLL OUT THE REVISION REQUESTS, WE'LL HAVE THAT INCLUDED. WE DON'T KNOW TODAY THOUGH. OKAY. BECAUSE THERE ARE DEADLINES, UH, TO BE INCLUDED. SO WE JUST WANT TO CLEARLY UNDERSTAND THE PATH FORWARD. YEP. THANKS. GOT IT. ALRIGHT, THANK YOU. UH, ON TO KEVIN HANSEN. YEAH, KEVIN HANSEN AND BANERJEE. I'M JUST CURIOUS, DOES ERCOT CURRENTLY HAVE THE STAFF NEEDED TO SUPPORT THE BATCH PRO AND, AND THE POTENTIAL FOLLOW UP DYNAMIC STUDIES? IF NOT, DOES ERCOT NEED TO WAIT FOR THE NPR TO BE APPROVED PRIOR TO ADDING ON THE ADDITIONAL STAFF NEEDED? UM, A AJ WILL TAKE YOUR RESUME AND REVIEW IT IF THAT'S, IF YOU'RE LOOKING FOR A JOB, KEVIN AG AG KNOWS ME AND THAT'S NOT A GOOD THING, BUT THAT'S OKAY. UM, YEAH, I I THINK THAT'S, UH, TBD, BUT I, I WILL SAY THAT, UH, THIS IS A HIGH PRIORITY FOR ERCOT AND, AND SO WE WILL MAKE, MAKE STAFF AVAILABLE TO MAKE THIS HAPPEN. ALL RIGHT. PRASHANT PRASHANT, POINT OUT THERE YOU ARE. GO AHEAD. QUICK CLARIFICATION ON THE RTP LOADS. UH, SO ARE ALL RTP LOADS APPROVED ARE GONE THROUGH THE LOAD STUDIES? UH, IF NOT, HOW BASICALLY DIFFERENTIATE THEM FOR INCLUSION IN THE BATCH? UH, THAT'S THE QUESTION CUT OUT A LITTLE BIT. CAN YOU JUST SAY IT ONE MORE TIME? DID YOU CATCH, SO, UH, ALL THE LOADS SUBMITTED INTO RTP, UM, HAVE THEY, WOULD THEY HAVE ACTUALLY GONE THROUGH ALL THE LOAD STUDIES AND GOT APPROVED OR IF NOT, HOW WOULD THE CARD DIFFERENTIATE WHEN THEY'RE BASICALLY SELECTING SOME OF THE RTP LOADS TO BE INCLUDED IN THE BADGE? YES, THE QUESTION IS HAVE ALL, ALL THE LAR, ALL THE LARGE LOADS THAT ARE INCLUDED IN THE RTP, IF THEY'VE BEEN, IF THEY'VE GONE THROUGH THIS STUDY, THE CURRENT STUDY PROCESS, I, I'M NOT SURE THAT THEY HAVE ACTUALLY. I, I DON'T THINK THAT THEY HAVE. UM, BUT UH, YOU KNOW, I THINK TREATMENT FOR THOSE IN THE BATCH STUDY GOING FORWARD OR IN THE RTP GOING IN, IN THE RTP, IT'LL BE BASED ON THE, UH, 58 4 80 RULE THAT THE COMMISSION JUST ADOPTED. UH, I THINK FOR BATCH STUDIES, I THINK THAT'S, UH, A LITTLE BIT TBD. ALRIGHT. AND THE QUEUE IS CLEAR. LET'S CELEBRATE THE MOMENT. THANK YOU, JESSE, ONTO YOU, SIR. YEP. AND THEN WE'VE GOT, I THINK 10 QUESTIONS LEFT. [01:35:01] SO WE'RE TWO THIRDS OF THE WAY THROUGH THE SURVEY. MAYBE IT'S A GOOD POINT TO JUST REEMPHASIZE, BUT I THINK SAM AND CHRIS SAID, WHICH IS, UH, THIS IS NOT, THIS IS NOT MEANT TO BE SURVEY RUN THROUGH A, UH, AN ML ALGORITHM AND DESIGN THE PROCESS. WE'RE, WE'RE WANTING TO FEEDBACK TO YOU THE FEEDBACK THAT, THAT YOU GAVE ERCOT, BUT ALSO SOME OF THESE, THERE'S VERY CLEAR ALIGNMENT AND, AND AN UNDERSTANDING OF WHY. AND IN OTHER CASES THERE'S, I WOULDN'T CALL IT NOISE, BUT THERE IS A DIFFERENT SET OF OPINIONS FROM STAKEHOLDERS. AND, AND ERCOT IS GONNA TAKE THAT ALL INTO ACCOUNT, UM, AND DESIGN WITH, WITH A HUMAN TOUCH, NOT JUST A, YOU KNOW, OUTPUT OF A SURVEY, BUT WE DO THINK IT'S IMPORTANT TO GO THROUGH THIS. SO JUMPING ONTO THE, THE ALLOCATE AND COMMIT SECTION, UM, AND AS A REMINDER, THIS IS ONCE THE BATCH STUDY IS DONE, UM, THERE IS, THERE IS A DECISION TO BE MADE ABOUT HOW TO ALLOCATE THE LOAD, UH, THAT'S AVAILABLE TO CONNECT AND THEN WHAT THE TIMELINE AND, AND THE, THE, THE, UM, REQUIREMENTS ARE FOR, UH, LARGE LOAD CUSTOMERS TO, TO COMMIT TO THAT. SO THE FIRST QUESTION THAT WE ASKED WAS REALLY WHAT'S THE DECISION WINDOW ONCE THE BATCH STUDY IS CLOSED? AND ONCE YOU KNOW WHAT YOUR ALLOCATION IS, HOW LONG, UM, SHOULD THE, THE CUSTOMERS AT THE LARGE LOADS HAVE TO, TO MAKE THAT DECISION OR MAKE THAT COMMITMENT, WHICH IS LIKELY GONNA COME WITH, UM, SOME REQUIREMENTS. WHAT I WOULD SAY AS, AS A PREFACE TO PREFACE TO THIS, AND WE HEARD OVER AND OVER AGAIN IS WE ASSUME THAT FOLKS ANSWERING THIS QUESTION DID THIS WITH THE, THE, THE INTENT AND UNDERSTANDING THAT THE DATE THAT THAT WAS COMMUNICATED WOULD BE KNOWN WELL IN ADVANCE. SO IF WE HAVE A MARCH ONE, UH, BATCH ANNOUNCEMENT, YOU WOULD'VE EXPECT TO HAVE KNOWN WEEKS TO EVEN MAYBE A MONTH OR TWO AHEAD THAT THAT WAS COMING. AND SO THE QUESTION IS IF YOU, IF YOU WANT IT SHORTER, UM, AND WHICH THEN OBVIOUSLY MEANS THAT THE INTERNAL PROCESSES OF THE THE STAKEHOLDERS NEED TO MOVE MORE QUICKLY OR LONGER, WHICH THEN MEANS THAT THE, THE PROCESS NEEDS TO BE PUSHED OUT BECAUSE THE NEXT BATCH CAN'T BE RUN UNTIL, YOU KNOW, WHAT THE FIRM LOADS THAT SIT INSIDE OF IT. AND WE, WE OBVIOUSLY, YOU KNOW, THIS ONE ACTUALLY LOOKS LIKE A DISTRIBUTION, BUT A, A CLEAR SPIKE AROUND 30 DAYS. UM, WE DID HEAR IN PLENTY OF INTERVIEWS WHEN, WHEN WE HAD LONGER DISCUSSIONS THAT IT WAS GONNA BE QUITE DIFFICULT FOR SOME ORGANIZATIONS TO MAKE THAT COMMITMENT EVEN IN UNDER 90 DAYS. AND SO I THINK PART OF THAT IS WITH THE, THE VIEW OF, YOU KNOW, WHAT DOES THE PROCESS TAKE INTERNALLY VERSUS FROM WHEN I KNOW IF I'VE BEEN WORKING AHEAD OF THAT, WHAT'S, WHAT'S THE, THE DURATION? BUT YOU SEE HERE THAT THE IDEA OF A 30 DAY WINDOW THAT GIVES YOU ENOUGH TIME TO RESPOND BUT DOESN'T THEN PUSH THE BATCHES OUT POTENTIALLY AN EXTRA MONTH OR TWO, UM, SEEMS TO BE CONSENSUS. BUT THIS ONE, I, I, I ASSUME WILL BE, UM, UP FOR FURTHER DISCUSSION AS WE GO FORWARD AND NOT BE SET HERE. BUT IT'S, IT'S GOOD FOR YOU ALL TO I THINK, SEE THIS DISTRIBUTION. OKAY. AND THEN THERE, THERE WAS A, A MUCH, I DON'T WANNA SAY PHILOSOPHICAL, BUT, BUT A HIGHER LEVEL QUESTION, UH, ABOUT WHETHER OR NOT FOLKS AGREED WITH THE INTENT OF THE, THE BATCH PROCESS AND THE ALLOCATION. UM, AS STATED IN THE PRESENTATION LAST WEEK, THE, THE INTENT WAS TO MAXIMIZE THE LOAD SERVED ON THE SYSTEM. UM, AND YOU CAN THINK OF THAT AS, AS TREATING LOADS ONCE THEY'RE IN THE BATCH PROCESS AS HAVING CLEARED HURDLES THAT THEY'RE CONSIDERED SORT OF REAL. AND, AND THE EXPECTATION IS THAT THE, THE DATES AND THE, THE ENERGIZATION IS, IS POSSIBLE. AND SO WE GOT SORT OF A FOUR TO ONE RATIO OF FOLKS SAYING, YES, I THINK, YOU KNOW, THE ERCOT SYSTEM SHOULD BE SERVING AS MUCH LOAD AS POSSIBLE WITHOUT MAKING FURTHER JUDGEMENTS. SOME OF THE, THE DISAGREEMENT THAT WE HEARD, 'CAUSE THERE WAS SOME FREE TEXT THAT WENT ALONG WITH, WITH QUESTION, UH, 24 HERE, WAS REALLY AROUND, UM, WHAT THAT ALLOCATION SHOULD BE. SOME OF IT HAD TO DO WITH, YOU KNOW, FURTHER JUDGMENT OF WHETHER OR NOT THE LOAD WAS REAL ONCE IT HAD BEEN THROUGH THE, THE BASH PROCESS. UM, AND THEN IN, IN OTHER CASES, THERE'S A CONCERN THAT NO MATTER HOW YOU SET UP THE ALLOCATION PROCESS, UM, SOME OF THE INPUTS, WHETHER IT'S YOUR SIZE OR DATE TIMING, COULD BE USED TO GAIN THE ALLOCATION ON THE BACKEND. UM, AND WHETHER IT'S THE, THE T DSPS OR THE LARGE ROAD CUSTOMERS OR THE, OR THE GENERATORS AND OTHER, THERE, THERE STILL CONTINUES TO BE A, A DESIRE TO, TO TRY TO MAKE THIS AS CLEAR AND STRAIGHTFORWARD A PROCESS, ONE WHERE YOU'RE NOT SORT OF PLAYING GAME THEORY WITH, WITH ALL THE OTHER PARTICIPANTS. AND SO AT LEAST THE NOISE WE HEARD OR THE, THE, THE CONSTRAINT THEN ON, ON THAT 19% WAS LESS OF A, WE DON'T THINK THAT'S WHAT ERCOT SHOULD BE DOING, BUT WE EXPECT ERCOT TO BE PRETTY CAREFUL WITH HOW, HOW IT'S DONE. OKAY. AND THEN THERE, THERE IS, I THINK PROBABLY THE, THE TRICKIEST QUESTION, AND I'LL, I'LL TRY NOT TO, TO STUMBLE TOO MUCH THROUGH THIS AND, AND JEFF AND ADRIAN, MATT ARE HERE TO, TO CORRECT ME IF I GET THIS ONE WRONG, BUT THIS STARTS TO GET INTO THE DETAILS OF THE CLR PROCESS. AND SO THE QUESTION IS HERE, IF YOU'VE GOT A CLR LOAD THAT'S IN THE BATCH, UM, AND OBVIOUSLY MOST OF THESE LARGE LOADS HAVE RAMP SCHEDULES AS YOU GO THROUGH THE RAMP SCHEDULE AND AS YOU GO THROUGH THE YEARS OUT TO, TO FULL ENERGIZATION, IF YOU SEE INSIDE THE MODELING THAT THE, THE LOAD WOULDN'T BE BOUND, SO WE'D BE ABLE TO MEET THE FULL FIRM IN ONE YEAR VERSUS OTHERS, SHOULD THE, IN THIS MIDDLE BUCKET, SHOULD THAT FULL MEGAWATT ALLOCATION BE GIVEN IN THE YEARS WHERE YOU CAN MEET IT AND THEN MAINTAIN THE [01:40:01] CLR RELATIONSHIP IN THE OTHER YEARS. SO YOU CAN IMAGINE A SITUATION WHERE A LOAD OVER TIME COMES IN AND OUT OF CLR STATUS OR SHOULD, YOU KNOW, ON THE LEFT SIDE, SHOULD IN ALL CASES THAT THAT CLR STATUS BE MAINTAINED WHERE THE FIRM LOAD IS GIVEN AT THE, AT THE, THE MINIMUM REQUEST OR AT THE CLR ALLOCATION. UM, AND THEN ONLY THEN LATER ON COULD YOU KIND OF PULL OUT OF THE CLR, UM, QUALIFICATION OR, OR STATUS. THE FINAL ONE WAS TO SAY, LOOK, IN THE ALLOCATION PROCESS, WE ACTUALLY DON'T THINK THAT THE CLR STATUS SHOULD HAVE ANY IMPACT WHATSOEVER, UM, AND SHOULD BE KIND OF KEPT OUT OF THE, THE NUMBERS, UM, STRUGGLE A BIT TO THINK OF EXACTLY THE SCENARIO WHERE THAT, THAT'S BENEFICIAL TO, TO ANYONE TO MAINTAIN THAT. UM, BUT WHAT WE SAW, AT LEAST FROM OUR READING OF THE QUESTION AND WHAT WE BELIEVE PEOPLE READ THE QUESTION WAS THAT IF THE SYSTEM ISN'T BINDING AND CONSTRAINED IN A YEAR WHERE THAT LOAD COULD BE FULLY MET, THAT THAT ACTUALLY SHOULD BE GRANTED. UM, WHEREAS IN OTHER TIMES, YOU KNOW, THAT CLR WOULD COME INTO PLAY TO, TO MAINTAIN KIND OF THE CONNECTION. WE'VE GOT A FEW MORE QUESTIONS IN THIS SECTION, I'M SURE WE'LL, WE'LL COME UP THAT OR A FEW MORE QUESTIONS TO COVER AND THEN WE'LL HAVE QUESTIONS AT THE END. UM, NUMBER FOUR, IT REALLY, YOU KNOW, AGAIN, BYOG, WE TALKED ABOUT IT QUITE A BIT, BUT, UH, WHAT WAS LAID OUT IN THE PRESENTATION LAST TUESDAY ON SLIDES 40 AND 41, YOU'LL BE ABLE TO REFERENCE THAT WAS A QUESTION HERE OF WHETHER OR NOT EVERYONE CAN AGREE WITH THAT SET OF, UM, IT SAYS RULES HERE, BUT REALLY IT WAS A SET OF PRINCIPLES FOR HOW TO THINK ABOUT AND CATEGORIZE THOSE. I THINK BY AND LARGE, AGAIN, FOUR TO ONE RATIO. WE SAW THAT, THAT FOLKS GENERALLY SAID THAT THEY WOULD AGREE WITH THAT. UM, WE DID HEAR A LOT OF PRETEXT COMMENTS AND I, I IMAGINE, YOU KNOW, MATT, OVER THE NEXT FEW MONTHS THAT BYOG AND CLR ARE GONNA BE THEIR OWN SORT OF MEGA TOPICS FOR, FOR HOW TO, HOW TO WORK THROUGH THE PROCESS. BUT REAL QUESTIONS ON, ON, YOU KNOW, HOW, HOW AND WHY AND WHERE TO STUDY THESE THINGS TOGETHER. UM, ONE NOTE THAT WE DID HERE SPECIFIC TO WHAT WAS WRITTEN IN, IN THE, UM, DESCRIPTION IN THE PRESENTATION LAST WEEK, WAS AROUND STORAGE AND HOW STORAGE IS TREATED IN THE SYSTEM, UM, AS IT SORT OF RELATES TO, YOU KNOW, WHETHER IT GAS AND, AND FIRM GENERATION VERSUS SOMETHING WITH A, AN ENERGY LIMITED CHARACTERISTIC. BUT BY AND LARGE, WE, WE DID HEAR, YOU KNOW, THE LAYOUT AND THE, THE STRUCTURE WAS SOMETHING THAT FOLKS COULD GET BEHIND. AND THEN WE'LL GO THROUGH THE LAST TWO HERE AND STOP FOR QUESTIONS. THE, THE FIFTH QUESTION IN, IN THE AMID ALLOCATE AND COMMIT SECTION WAS AROUND MILESTONES. AND SO THE EXPECTATION IS THERE'LL BE AN ALLOCATION THAT COMES OUTTA THE BATCH PROCESS. THERE'LL BE A COMMITMENT PERIOD WHERE FOLKS WILL, WILL JOIN THAT, AND THEN THAT LOAD HAS A RAMP SCHEDULE, UM, THAT IS SORT OF COMMUNICATED TO THE TSPS IN ERCOT. AND IF WE SEE A MISSIVE MILESTONES, AND THOSE MILESTONES STILL NEED TO BE WELL-DEFINED, THAT LOOKS LIKE ESSENTIALLY THAT LOAD IS NOT GONNA BE ENERGIZED IN, IN THE TIMELINE THAT HAD BEEN PROMISED. AND THE IMPLICATION HERE IS THAT WE HAVE LOADS THAT ARE, ARE TAKING UP A SLOT ON THE SYSTEM, BUT THEY'RE, THEY'RE KIND OF BOXING OUT OR THEY'RE, THEY'RE PREVENTING OTHER LOADS FROM CONNECTING HOW TO MANAGE THAT. AND SO, YOU KNOW, NO, NO CLEAR ANSWER ACROSS THESE, AND BY THE WAY, THIS WAS A, A TICK MULTIPLE, BUT YOU KNOW, A THIRD OF FOLKS SAID, YOU KNOW, WE MAYBE SHOULD START TO THINK ABOUT, UM, REALLOCATING THAT CAPACITY, NOT THE DAY THAT THEY'VE MISSED, BUT THERE'S SOME PERIOD AFTER WHICH AT SOME POINT IF YOU'RE NOT USING IT, IT SHOULD GO BACK INTO THE SYSTEM, UM, AND NO LONGER BE SOMETHING THAT YOU CAN CLAIM. THE SECOND, THE SECOND MOST POPULAR RESPONSE IS ACTUALLY JUST TO KICK THE PROJECTS, THE PROJECT OUT ENTIRELY. UM, YOU'LL SEE THAT GOT THE LEAST, UH, LEAST VOTES FROM THE FOLKS WHO ARE ACTUALLY TRYING TO CONNECT. SO WE, WE CAN KIND OF READ A BIT INTO THAT. UM, AND THEN THERE'S SOMETHING AROUND, YOU KNOW, DO YOU JUST START TO, TO ESSENTIALLY CHARGE MONEY TO HOLD THE SLOT? THIS ISN'T A FREE OPTION THAT YOU CAN KEEP FOREVER. UM, MAYBE YOU PUT A COST AGAINST IT AND YOU'LL SEE THE OTHER BUCKET IS, IS NOT IMMATERIAL. UM, THERE WERE, YOU KNOW, YOU CAN SEE SOME OF THE COMMENTS HERE, BUT POINTS AROUND, THERE'S A WAYS TO DESIGN A SYSTEM THAT BOTH INCENTIVIZES FOLKS TO, TO CONNECT FASTER AND ALSO CREATES A FEEDBACK LOOP THAT SHOULD REDUCE THE AMOUNT OF SPECULATION GOING FORWARD. YOU KNOW, IF YOU, IF YOU HAVE A FREE OPTION ONCE YOU'VE BEEN ALLOCATED, IT CERTAINLY REDUCES THE, THE IMPETUS TO, TO SORT OF BE MORE REALISTIC IN YOUR ESTIMATES. UM, AND SO THERE, THERE IS AN AGREEMENT THOUGH ACROSS ALL OF THESE THAT, UH, A COMMITMENT AND AN ALLOCATION SHOULD LEAD TO ENERGIZATION AND IT SHOULDN'T LEAD TO KIND OF A STUB OR A SLOT, UM, THAT CAN JUST SIT INDEFINITELY IN THE SYSTEM. SO THEN FINALLY WE, WE'VE GOT THE, THE FREE TEXT COMMENTS. UM, WHAT WE HEARD PARTICULARLY ON THIS ALLOCATING COMMIT THAT THERE'S, THERE'S CLEAR SORT OF NEGATIVE SYSTEM WIDE OR NEGATIVE EXTERNALITY IMPACTS OF SPECULATIVE LOAD, WHETHER IT'S, IT'S JAMMING UP THE PROCESS AT THE FRONT END OR LOADS THAT LAND AT THE END WHERE THERE'S A POTENTIAL THAT, YOU KNOW, ONCE THE COMMIT COMES, IF IF THEY'RE NOT READY, THEY DROP OUT. UM, WHICH CAN INTRODUCE ALL SORTS OF ISSUES. WE'LL TALK ABOUT RESTUDIES LATER. WE ALSO HEARD THAT THE, THE CLR PORTION OF THIS [01:45:01] CONTINUES TO BE AN IMPORTANT PIECE. UM, SO WE, WHAT WE, IF I SUMMARIZE THESE, I'D SAY, UH, ONE, THIS WILL BE A VERY TECHNICAL SPECIFIC POINT, BUT IT'S IMPORTANT. UM, WHAT WE HEARD WAS THERE WAS STRONG FEEDBACK THAT IF THERE IS, UM, STUDIES, YOU KNOW, SORRY, LOADS THAT DROP OUT, SO THEY DO NOT COMMIT ONCE THEY'VE BEEN ALLOCATED CAPACITY, THAT THERE'S A STRONG DESIRE TO PUT THAT CAPACITY BACK INTO THE SAME BATCH. AND THERE'S OBVIOUSLY A TECHNICAL QUESTION ABOUT HOW DO YOU DO THAT IN AN EXPEDIENT MANNER, UM, BUT RATHER THAN SORT OF KICK IT TO THE NEXT BATCH. AND WE ALSO HEARD, YOU KNOW, AGAIN, DETTER SPECULATION AND, AND MAKE SURE WE'RE, WE'RE LOOKING AT THINGS THAT ARE CREDIBLE WHEN WE'RE, WE'RE DOING THE ALLOCATION. UM, AND THAT THE, IF YOU'LL READ FROM THE SECOND FROM THE BOTTOM, CLR, BRING YOUR OWN GENERATION FLEXIBLE LOADS, ALL OF THAT REALLY SHOULD BE THOUGHT OF IN TERMS OF A NET IMPACT TO THE GRID, UM, WHEN THE ALLOCATION COMES THROUGH AND NOT TREATED ENTIRELY SEPARATELY. SO MAYBE THAT'S A GOOD PLACE TO PAUSE. I, I WOULD IMAGINE YOU HAVE A QUESTION OR TWO. YEAH, I GOT THREE IN THE QUEUE HERE. CLAYTON, GO AHEAD. YEAH, ON THE, UH, POSTING YOUR FINANCIAL SECURITY PIECE, UH, THE, THE GRACE PERIOD IN THERE, WE WERE NOT BIG FANS OF LONG EXTENDED TIME GRACE PERIODS. UM, ESPECIALLY SINCE IT'S LOCATED AT THE END OF THE PROCESS, REALLY WHAT YOU SHOULD BE GETTING IS LIKE AN UP OR DOWN ON THE, THE LOAD RAMP, THE REVISED LOAD RAMP THAT YOU RECEIVED. YOU'RE PROBABLY GETTING SOMETHING THAT'S A LITTLE MODIFIED. IT MAY BE A LITTLE, UM, COST, YOU KNOW, IT'S GONNA BE LIKE YOU KNOW, 20 TO $50 MILLION. SO IT SEEMS LIKE A FAIRLY EASY DECISION AT THAT POINT. SO I DON'T THINK YOU NEED A LOT OF TIME. UM, THE CRITICAL PIECE HERE IS WE'VE GOTTA GET IT QUICK. 'CAUSE THIS IS WHERE A LOT OF THE BATCH PROCESSES ACROSS THE US ARE FAILING AND, UH, PEOPLE GET THEIR REQUEST, THEY DON'T WANT CONTINUE ON, AND THEN THAT'S WHAT SPURS THESE RE-STUDY ISSUES. UM, I THINK THAT WE'RE GONNA HAVE THE ABILITY TO DO RE STUDIES OR FIND OTHER WAYS TO BACK THEM OUT FAIRLY QUICKLY, BUT, AND THERE'S ALWAYS, YOU KNOW, THE NEED RIGHT NOW IS INFINITE. SO AT LEAST IN THE START OF THIS PROCESS, I DON'T THINK WE NEED TO WORRY ABOUT, YOU KNOW, OVER BUILDING. I DON'T THINK THERE'S GONNA BE THE POSSIBILITY OF OVERBUILDING RIGHT NOW, AT LEAST FOR THE NEAR TERM. SO, UM, ANYWAY, I THINK, I THINK THAT IS A CRITICAL PIECE AND I THINK THAT WE NEED TO KEEP THAT SHORT. VERY GOOD. UH, NEXT UP IS ERIC, THERE WAS THE SLIDE ABOUT SHOULD WE MAXIMIZE THE LOAD, UM, . AND, UM, I THINK THAT THIS QUESTION MIGHT HAVE BEEN, UH, YOU KNOW, INADEQUATE TO, TO GET TO THE QUESTION BECAUSE I THINK PEOPLE MIGHT FOCUS ON THE DESIRE TO MAXIMIZE THE AMOUNT OF LOAD WITHOUT NECESSARILY UNDERSTANDING WHAT THE PROPOSED LOAD ALLOCATION IS AND JUST FOCUS ON THE CLAUSE MAXIMIZE. SO IT MIGHT BE JUST WORTH CONSIDERING THAT AS WE LOOK AT THE GIANT NUMBERS, PEOPLE LIKE THE WORD MAXIMIZE. THANKS, ERIC. UH, NEXT IS GIDEON. I'M SORRY, CHRIS MATHIS AND THEN GIDEON, CHRIS MATOS, GOOGLE ON THIS SLIDE, I THINK, AGAIN, I GO BACK TO THE IDEA IT'S NOT REALLY ABOUT MAXIMIZING LOAD, IT'S ABOUT PROPERLY PLANNING FOR LOAD THAT IS COMMITTED TO INTERCONNECTION AND DEVELOPING THAT TRANSMISSION. I UNDERSTAND THERE IS A, THERE IS A SHORT TERM DESIRE TO ALLOCATE AND PARSE UP WHAT'S LEFT OF THE EXISTING SYSTEM, BUT I THINK WE ARE INCREASINGLY UNDERSTANDING THAT THERE MAY NOT BE MUCH THERE. AND SO STARTING THE PROCESS OF, UM, GETTING TO THAT FUTURE STATE GRID, I THINK IS THE BIGGER PRIORITY AND HARMONIZING INTERCONNECTION WITH TRANSMISSION PLANNING. AND THEN ON SLIDE 26, UM, IS THIS THE ONE? NO, I THINK IT WAS FOR, IT MAY HAVE BEEN ON ALLOCATION AGAIN, SO MAYBE I HAVE THE WRONG SLIDE NUMBER. UM, THERE WAS A COMMENT ABOUT SORT OF MAYBE MAKING THEM PAY FOR CAPACITY THAT'S UNDERUTILIZED OR, OR SOMETHING FOR, FOR REALLOCATION. UM, YES, THANK YOU. UH, 27, UH, I THINK THIS IS GONNA BE PART OF 5 8, 4 8 ONE'S DISCUSSION AT THE COMMISSION. AND YOU KNOW, GOOGLE'S POSITION HAS BEEN, AT THE VERY LEAST, SOME SORT OF MINIMUM TRANSMISSION CHARGE MAY ALREADY GET INCORPORATED TO PENALIZE OR CREATE SOME OF THAT COST INTO IT SO THAT IT DOESN'T GO UNDERUTILIZED. BUT ALSO ALL OF THE FRAMEWORK AROUND ANY REALLOCATION OF LOAD SHOULD OFFER CERTAIN PROTECTIONS TO THE LOAD BASED ON THE FACT THAT FRANKLY, SUPPLY CHAINS ARE A LITTLE BIT UNPREDICTABLE. AND WE'VE ALL EXPERIENCED THAT BOTH ON THE GEN SIDE, THE LOAD SIDE, AND THE TRANSMISSION SIDE. SO SOMETHING I THINK THIS WILL BE MORE INFORMED IN THE COMMISSION THAN IT WILL BE BY ERCOT. VERY GOOD, THANK YOU CHRIS. UH, GIDEON AND THEN CLAYTON. [01:50:03] UH, MY QUESTION IS ON, UH, SUPPORT ALTERNATIVE ALLOCATION OBJECTIVES, BUT PRIORITIZE RELIABILITY AND FIRM LOAD FIRST THAT SOUNDS VERY DISCRIMINATORY TOWARDS LOADS THAT ARE NON FOR FIRM THAT WILL BEST SUPPORT ERCOT CUSTOMERS AND RESIDENTIALS. SO I'D REALLY LIKE TO UNDERSTAND, AND MAYBE I'M WRONG, PLEASE TELL ME IF I'M WRONG, WHEN IT SAYS PER PRIORITIZE RELIABILITY IS THAT RELIABILITY OF RESIDENTIAL CUSTOMERS? I THINK IT'S JUST A QUESTION HOW PEOPLE READ THE QUESTION. I DON'T KNOW IF THERE'S A ANYONE YEAH. UH, YOU KNOW, I ANSWERED IT, UM, AS PRESIDENT OF THE TBGA AND SO YEAH, I JUST, IT MAKES ME SAD TO SEE THAT WE'RE GONNA LAYER IN NON FIRM OR CLR WHERE SYSTEM HEADROOM IS DEMONSTRATED. UM, I JUST DON'T LIKE SEEING FIRM LOAD PRIORITIZED, SO, UM, I THINK THIS NON FIRM LOAD'S A GAME CHANGER AND, UM, I'D REALLY LIKE TO ROLL UP MY SLEEVES AND WORK WITH EVERYBODY TO, TO MAKE THAT A REALITY. I DON'T THINK ANYTHING THAT YOU'VE HEARD TODAY DISSUADES US FROM PURSUING CLR AS RAPIDLY AS POSSIBLE WITH IN THE CONTEXT OF THIS. SO, BUT YOU'VE MADE YOUR STATEMENT. I DON'T DISAGREE WITH THAT WAY OF INTERPRETING IT, SO. ALRIGHT, CLAYTON. YEAH, I WAS JUST GONNA ASK IF SOMEBODY FAILS A BATCH, ARE WE ANTICIPATING PUTTING IN LIKE A LOCKOUT PERIOD? WHAT'S FAILING A BATCH? BOWING OUT OR BOWING OUT? DON'T SHOW UP A YEAR, DON'T POST YOUR, YOU GET YOUR RESULTS, YOU DON'T POST YOUR SECURITY. YOU SAY, I'M NOT GONNA PARTICIPATE. YOU CAN'T STAY IN THE NEXT BATCH WITH THAT SAME LOAD, RIGHT? YOU'RE GOING, WE NEED, WE NEED TO CLEAR YOU OUT AND GET TO THE NEXT SET OF LOADS, RIGHT? THAT'S A QUESTION WE'VE HAD INTERNALLY, WHETHER OR NOT THERE'S A SUSPENSION FROM THE NEXT WAY FOR SOMETHING LIKE THAT. YEAH, WE'RE OPEN TO THAT ONE. SO WE'LL JUST CONSIDER THAT A MARKET DESIGN THING AS WE GO FORWARD. OKAY, THANK YOU. NEXT ONE, NEXT QUESTION IS MELISSA. YEAH, THANKS. I JUST WANTED TO GO BACK TO THE DURATION ABOUT HOW LONG A COMPANY HAS AFTER THEY GET THE RESULTS. I DON'T REMEMBER WHAT SLIDE THAT IS ON. UM, BUT I WANTED TO OFFER JUST A DIFFERENT PERSPECTIVE THOUGH, WHAT CLAYTON LAID OUT. UM, I THINK, YOU KNOW, HAVING A QUICK TIMELINE, YOU, YOU'D HAVE TO HAVE SOME SOMEWHAT OF A QUICK TIMELINE, UH, BUT SOMETHING LIKE 14 DAYS OR 30 DAYS DOESN'T WORK FOR A LOT OF COMPANIES. UM, WHEN YOU'RE GETTING RESULTS BACK THAT SAY, HEY, THIS MIGHT BE THREE YEARS OR FIVE YEARS OR SEVEN YEARS DEPENDING ON THE UPGRADE AND IT MIGHT COST YOU X MILLION, YOU HAVE TO TAKE THAT BACK TO THE VARIOUS BUSINESS UNITS. UM, IT CAN REALLY CHANGE THEIR PLANNING IF IT WAS SOMETHING THAT THEY NEEDED TO START IN TWO YEARS, BUT NOW IT CAN'T COME ONLINE FOR SEVEN. SO, I MEAN, WE WANNA WORK, UH, WITH EVERYONE TO FIND THE RIGHT TIMELINE, BUT IT SOMETHING REALLY SHORT'S NOT DOABLE. UM, ESPECIALLY WHEN YOU HAVE MULTIPLE PROJECTS. HEY MATT? YES, DALE. THANKS. I JUST WANT TO, UH, RESPOND TO THAT, UH, COMMENT MELISSA, AND ALSO TO, UH, CLAYTON'S PREVIOUS COMMENT, UM, I THINK BOTH OF THOSE ISSUES ARE ALSO PART OF OUR RULEMAKING IN 5 8, 4 8 1. AND SO MAKING SURE THAT WE ARE ALIGNED WITH WHAT FOLKS IN THE ROOM AND ONLINE ARE INTERESTED IN AND WHAT MAKES SENSE FOR ERCOT, WE NEED TO MAKE SURE THAT THOSE ARE LINING UP IN THE RULEMAKING. SO ANY KIND OF DISCUSSION ABOUT CONSEQUENCES FOR, LET ME START THAT SENTENCE OVER AGAIN. ANY DISCUSSION ABOUT A DECISION MAKING AFTER A BATCH IS DONE AND THE CONSEQUENCES FOR NOT MOVING FORWARD AFTER THE BATCH IS DONE. WE REALLY NEED TO MAKE SURE THAT THAT GETS NAILED IN THE RULE. THANKS. YEAH, AND I THINK ERCO, WE MAY DEVELOP A SLIDE JUST SO PEOPLE KNOW WHAT 5, 8, 4 8 1 IS WHAT IT IS AND WHAT IT'S NOT. AND THAT MAY HELP JUST AS A QUICK REFERENCE SO EVERYONE DOESN'T HAVE TO BE AN EXPERT, ME INCLUDED. SO, ALL RIGHT, NEXT ONE. UM, PRASHANT AND THEN MONICA, GO AHEAD PRASHANT. YEAH. UM, SO THE RAMP SCHEDULES THAT WE TYPICALLY SUBMIT THE DEVELOPER SUBMIT OR JUST FORECAST, UM, I MEAN FORECAST CANNOT BE A HUNDRED PERCENT ACCURATE ALL THE TIME. UH, THERE COULD BE A LOT OF ISSUES, UH, THAT COULD DELAY THE FORECAST, LIKE THE SUPPLY CHAINS, CONSTRUCTION AND ALL THAT STUFF. UM, AND WHEN WE SUBMIT THIS RAMP SCHEDULE, WE EITHER SUBMIT LIKE QUARTERLY, MONTHLY, OR, YOU KNOW, UH, HOWEVER THE TSP ASKS US. SO, UH, INSTEAD OF JUST MAYBE ONE COMMENT THERE IS TO USE YEARLY YEAR END FORECAST RATHER THAN MONTHLY OR QUARTERLY. UH, WHEN, WHEN YOU ARE BASICALLY APPLYING THESE, UH, PENALITIES, UH, HERE. SO JUST USE THE YEAR END FORECAST. FOR EXAMPLE, IF THE DEVELOPER SAYS BY THE END OF YEAR I HAVE 300 MEGAWATT, UM, WHEREAS THE RAMP SCHEDULE SAYS BY MARCH 30 MEGAWATT BY, UH, BY APRIL OR 200 MEGAWATT. SO INSTEAD OF GOING BY MONTH OF QUARTER, LET JUST, IT'LL BE, UH, USEFUL TO USE JUST A YEAREND FORECAST. ALRIGHT, THANK YOU. YEAH. FEEDBACK ON THE GRANULARITY OF THE RAMP. OKAY, THANK YOU. SO MONICA, AND THEN BILL, AND THEN LET'S TRY TO MOVE ON IF WE CAN GO AHEAD. MONICA, QUICK CLARIFYING [01:55:01] QUESTION ON YOUR RESPONSE TO GIDEON'S FIRM LOAD QUESTION OR COMMENT. UM, IS YOUR INTENT TO REPRIORITIZE FIRM VERSUS FLEXIBLE LOADS AFTER THE DEVELOPMENT OF YOUR C-L-R-B-Y-O-G RULES? NO, WE'RE TRYING TO STUDY EVERYTHING ACCURATELY. SO I THINK WE'RE TRYING TO FIGURE OUT HOW DO WE HIT A BATCH ZERO OR IN SUBSEQUENT BATCHES THAT SAY, AND HOW DO WE CONSIDER C LRS CLEARLY AND HOW DO WE CONSIDER COGEN CLEARLY IN THE CONTEXT OF THAT STUDY. OKAY, WITHOUT PRIORITIZATION, IT'S THE PHYSICS OF WHAT THEY'RE OFFERING AND THE FLEXIBILITY OF WHAT THEY'RE OFFERING THAT ALLOWED. OKAY. SO I GUESS YOU'RE NOT NOT COMMITTED TO PRIORITIZING FIRM LOADS JUST DEPENDING ON THE CONTEXT OF THE SITUATION. YEAH, I DON'T KNOW WHERE THAT PHRASE CAME FROM. IT'S IN THE, UM, FEEDBACK SLIDE FOR LIKE YEAH, THE OPEN COMMENTS, WELL THEN IT'S FEEDBACK. IS IT ERCOT WORDS? THAT'S WHAT I'M TRYING TO GET. FEEDBACK MAY NOT BE US. SO THAT'S WHAT I'M TRYING TO GOTCHA. OKAY. YEAH, THANK YOU. SORRY FOR THE CONFUSION. ALRIGHT. AND THEN BILL, I BELIEVE THIS TO BE TRUE, BUT MAKING SURE THAT WE'RE ALL ON THE SAME PAGE IN TERMS OF THIS CONCEPT, BUT YOU'RE HEARING A LOT ABOUT, UM, PROVIDING COMMITMENT TO MOVE FORWARD OR MAKING SURE THAT, UH, THE PROJECT IS MOVING FORWARD BEFORE THIS HAPPENS OR BEFORE COMM UH, TRANSMISSION CAPACITY IS REALLOCATED THE TIMING OF THAT. UM, AND WHAT THAT MEANS, I THINK IS MEETING THE CRITERIA IN PROJECT 58, 4 8 1 AND MAKING AND BEING SURE THAT THE, UH, THE MOVING FORWARD MEANS PROVIDING ALL THE RE REQUIRED DISCLOSURES AND COMMITMENTS TO CONSTRUCT THE INTERCONNECTION FACILITIES, THE ENERGIZATION OF THE ACTUAL DATA CENTER OR GENERATION. THAT TIMING CAN VARY. LIKE FOR EXAMPLE, UH, I SEE SCENARIOS WHERE, UH, WE WILL HAVE A, A COMBINED CYCLE OR A GAS PLANT BUILT AND WE MAY BE WAITING A YEAR OR TWO BEFORE THE DATA CENTER FULLY ENERGIZES. SO WHEN WE TALK ABOUT COMMITMENT TO MOVE FORWARD OR ARE THEY MOVING FORWARD, IT IS NOT WHEN ELECTRONS START TO BE CONSUMED FROM THE GRID OR PROVIDED TO THE GRID, IT'S WHEN YOU'VE MET ALL THE CONDITIONS TO HAVE THE INTERCONNECTION FACILITIES CONSTRUCTED FINANCIAL COMMITMENTS MET, YOU'RE BUILDING THE PIPE, WHAT'S FLOWING THROUGH THE PIPE MAY COME LATER. I THINK I BELIEVE THAT TO BE TRUE, BUT IF ANYONE HAS A DIFFERENT UNDERSTANDING, I WOULD LIKE TO HEAR IT. YEAH, MARKDALE. SO I THINK THAT'S PART OF THE CONVERSATION THAT'S HAPPENING IN PROJECT 5 8 4 8 1. I THINK THE WAY STAFF ENVISIONED IT IN ITS SECOND DISCUSSION DRAFT THAT WAS FILED IN EARLY JANUARY HAS THE COMMITMENT COMING OUT OF THE BATCH STUDY PROCESS TO BE BASICALLY YOUR AUNTIE AT THE POKER TABLE TO BE ABLE TO PLAY THE NEXT HAND. AND SO THE NEXT HAND HERE BEING THE CONSTRUCTION, YOU KNOW, STARTING, STARTING THE CONSTRUCTION PHASE OF, UM, LEMME MAKE SURE I'M SAYING THAT RIGHT. I DON'T THINK IT'S THE CONSTRUCTION PHASE, I THINK IT'S MOVING INTO, INTO THE RPG PROCESS. IS THAT RIGHT? COMING OUTTA BATCH? YEAH. I'LL SAY THE WAY, THE WAY THAT I'VE BEEN THINKING ABOUT IT IS THAT, UM, UH, AFTER THE BATCH STUDY, IT IS, YOU WERE MEETING THE INTERCONNECTION AGREEMENT REQUIREMENTS RIGHT? FROM 5 8 4 8 1. RIGHT. WHICH TELLS US THAT YOU, YOU HAVE MET YOUR FINANCIAL SECURITY AND YOU WERE MOVING FORWARD WITH THAT PROJECT, RIGHT? IT IS NOT, I THINK THE, THE DETAILS ABOUT WHAT THAT NEXT STEP ARE, I THINK WE'RE STILL DISCUSSING. YES. BUT TO BILL'S POINT, IT IS NOT ABOUT YOU PUT THE MONEY DOWN, THE ELECTRON START FLOWING THE NEXT DAY. CORRECT. APPRECIATE THAT CLARITY. YEP. ALL RIGHT. THANK YOU RAY. GO AHEAD, RAY, UH, RAFA, COREY, AMAZON WEB SERVICES, JUST A QUICK QUESTION FOR CLARIFICATION FROM OUR SIDE, WHERE IN THE, UM, PROCESS IS THE ABILITY TO KIND OF HAVE THE GATING CRITERIA FOR WHAT GOES INTO THE BATCHES TO ENSURE THAT YOU'RE NOT GETTING DUPLICATIVE OR SPECULATIVE PROJECTS? IS THAT BEING CONSIDERED AND JUST SOME, SORRY, SOMETHING TO CLARIFY. YEAH, I THINK THAT WAS FALLING UNDER THE THEME OF CRITERIA, WHAT CRITERIA NEED TO BE MET TO GET INTO THAT PIECE. SO YES. AWESOME. THANKS. ALRIGHT, Q OKAY. AND KATIE HAD A COMMENT ABOUT THE FIRM VERSUS SUBJECT TO BEING MORE IN TERMS OF MATURITY RATHER THAN FIRM VERSUS FLEXIBLE. THANK YOU FOR THAT POINT OF VIEW, KATIE. UM, ALRIGHT, [02:00:01] SO WE'RE ON D JUST, AND SORRY, REAL QUICK. I HAD SAID WE'RE NOT TAKING LUNCH AND IT WAS IN MY EMAIL. I DON'T THINK I STATED IT, BUT WE PLAN TO END AT ONE O'CLOCK TODAY, SO ON WE GO. THANK YOU. ALL RIGHT, MARCHING FORWARD. UM, THE NEXT COUPLE OF QUESTIONS ARE ABOUT THE INTEGRATION OF THE LARGE LOAD PROCESS WITH THE RPG. UM, AND THE, THE JUST VERY DIRECT QUESTION HERE WAS DO YOU AGREE WITH THE PROPOSED REGIONAL PLANNING GROUP REVIEW PROCESS ALIGNMENT WITH THE BATCH STUDY PROCESSES LAID OUT LAST WEEK IN SLIDE 44 OF THE, THE WORKSHOP PRESENTATION? THREE, THREE TO ONE RATIO? WE, WE GOT STRONG AGREEMENT. I WOULD SAY WHAT, WHAT'S HELPFUL WITH QUESTIONS LIKE THIS IS THE, THE FEEDBACK AND THE KIND OF, YOU KNOW, WE PROPOSED PROPOSED MODIFICATIONS. I THINK WHAT WE HEARD WAS PARTLY AROUND CONCERN ABOUT COMPLEXITY. UM, THAT IF YOU DON'T ENTER LINK THE PROCESSES IN A SMOOTH WAY, WHAT IT'LL DO IS IT'LL ACTUALLY JUST DELAY EACH ONE SEPARATELY AND, AND YOU'LL END UP WITH A, A, A SLOW DOWN AND A DELAY IN, IN OUTCOMES FROM THE BATCH PROCESS. UM, AND THEN I THINK THERE WAS, AGAIN, JUST MORE OF A PUSH AROUND TRANSPARENCY, UM, AND, AND PROCESS, UM, STANDARDIZATION ACROSS, UH, ACROSS THE NETWORK. IT'S, YEAH. OKAY. AND THEN , I WOULD SAY CLOSEST QUESTION TO, TO PARITY ARE SORT OF NOT A CLEAR ANSWER, UM, BUT THERE'S A LOT TO READ INTO HERE IS REALLY HOW SHOULD THE LARGE LOAD INTER CONNECTION REQUEST LOAD COMMISSIONING PLANS BE LINKED TO TRANSMISSION UPGRADE PROJECTS? UM, I EXPECT THIS WILL BE THE SUBJECT OF A LOT OF DISCUSSIONS GOING FORWARD. SO I'M, I'M READING THE FEEDBACK BACK TO YOU, BUT THE, THE TWO THINGS WE, WE BASICALLY LAID OUT HERE WERE A PROJECT SHOULD EITHER BE DIRECTLY LINKED TO A, SORRY, AN INTERCONNECTION FOR A LARGE LOAD SHOULD BE DIRECTLY LINKED TO THE TRANSMISSION PROJECT THAT SUPPORTS IT, OR SHOULD THE OUTCOME OF THE BATCH STUDY, WHICH GIVES AN ENERGIZATION DATE OR TARGET, UM, NOT BE LINKED TO A SPECIFIC PROJECT, BUT ESSENTIALLY CREATE A BUFFER OR CREATE ENOUGH, UM, UH, ROOM IN THE SYSTEM THAT THE EXPECTATION IS THAT THAT LARGE LOAD WILL CONNECT AND THEN DOES NOT HAVE TO LOOK AT, YOU KNOW, THE SUPPLY CHAIN DELAY FOR A SPECIFIC BREAKER THAT MAY PUSH A PROJECT BACK AND, AND, AND SORT OF LINE UP THAT WAY. WHAT YOU'LL SEE HERE IS, IS XTT DSPS, IT WAS KIND OF 50 50 SPLIT OF, WE'D RATHER JUST HAVE THE DATA OR WE, WE WANNA KNOW THE PROJECT VERY CLEARLY. UM, WHAT WE HEARD FROM KIND OF A RISK AND RELIABILITY STANDPOINT IS IF THERE IS A PROJECT THAT IS BEING BUILT TO CONNECT THE LOAD, THAT PROJECT NEEDS TO BE BUILT TO CONNECT THAT LOAD. UM, THERE'S A LOT OF DISCUSSION. I I DON'T THINK I WILL HAVE ALL THE NUANCE OF EXACTLY HOW THIS WILL RUN THROUGH ALL, ALL THE PROCESSES, BUT, UM, MATT, JEFF, AG, YOU CAN PROBABLY GET INTO IT IF WE HAVE QUESTIONS, BUT WANTED TO, TO GIVE YOU THE FEEDBACK THAT WE HEARD HERE BOTH ACROSS, UM, THE BROADER STAKEHOLDER GROUPS AS WELL AS THE CLARITY FROM FROM THE, THE WIRES COMPANIES WHO RESPONDED. OKAY. AND THEN MAYBE WE TALK ABOUT THE OPEN COMMENTS AND, AND SECTION E, WHICH IS REALLY AROUND KIND OF WHAT WOULD YOU ALL LIKE TO SHARE ABOUT RPG, UM, AS IT RELATES TO THE, THE BATCH BATCH LOAD PROCESS. UM, . SO THIS SPEED COMMENT ON, ON THE BEGINNING, THE, THE, THE FEEDBACK HERE, AND THERE WERE A LOT OF COMMENTS THAT SUPPORTED THIS REALLY WERE ABOUT PLANNING APPROVAL PATHWAYS, HOW, HOW DO WE GET TO LOADS THAT CAN CONNECT AND, AND THE EXISTING HEADROOM IN THE SYSTEM IN ADDITION TO PROJECTS THAT CAN BE BUILT QUICKLY TO ACCELERATE. UM, THERE IS A, A, IF YOU LOOK THE SECOND FROM THE BOTTOM, UH, ANOTHER POINT AGAIN, AND WE SAW THIS MULTIPLE TIMES IN THE FREE COMMENTS AROUND GREENFIELD PROJECTS, UM, AND WHAT NEEDS TO BE IDENTIFIED WHEN IN THE PROCESS. AND SO THIS LINKS TO THE PREVIOUS QUESTION ON THE BATCH STUDY ON, ON WHAT THE, THE UPGRADES LOOK LIKE. BUT THAT, THAT THAT OUTCOME ABOUT WHETHER OR NOT PROJECTS ARE ACTUALLY ABLE TO SUPPORT THE LOAD THAT'S REQUESTED, WHETHER IT'S MAR LARGER UPGRADES, IS IMPORTANT. UM, AND THERE THERE IS, YOU KNOW, IF YOU READ THE BOTTOM AGAIN, EVERY ONE OF THESE QUESTIONS COMES BACK UP IN SOME WAY TO CLR AND BYOG. UM, AS YOU'LL SEE, THAT IS ONE OF THE VECTORS OR ONE OF THE, THE APPROACHES THAT WE THINK POTENTIALLY ENABLES LOADS TO CONNECT FASTER, UM, WHEN THERE'S BEEN A LOT OF FRUSTRATION AND, AND TIMING AND TRANSPARENCY UP TO THIS POINT. SO MAYBE A GOOD PLACE TO PAUSE. YEAH. THANK YOU. WE HAVE FOUR IN THE QUEUE, CLAYTON. YEAH, I THINK THE, UH, RESPONSES HERE ARE SOMEWHAT DEPENDENT ON THE RESPONSES THAT WE HAD EARLIER WHERE THE ASSUMPTION IS IS THAT ERCOT ISS ONLY GOING TO DO PROJECTS THAT, THAT ARE UPGRADE TYPE PROJECTS IN THE BATCH STUDY PROCESS AND THEN USE THE RRP G FOR THE, UH, ADDITIONAL, UH, WORK THAT NEEDS TO BE DONE IF YOU HAVE THAT KIND OF SETUP. SURE. THAT'S THE WAY IT'S GOTTA GO. I, I DON'T THINK THAT WORKS THOUGH. I THINK WHAT WE NEED TO BE RUNNING IS A BATCH STUDY THAT BASICALLY IS THE RPG PROCESS. THERE IS SOME SORT OF REVIEW IN THERE IN THE POST-PROCESSING AND THE TSPS GET THEIR FEEDBACK IN TO MAKE SURE THAT WHAT'S BEING PROPOSED. 'CAUSE THE BATCH STUDY PROCESS SHOULD [02:05:01] BE A COMPLETE RTP CASE TYPE STUDY. I MEAN, WE SHOULD HAVE A COMPLETE SET OF ANSWERS FOR ALL THE LOAD IN THE SYSTEM AT THAT POINT IN TIME. I DON'T KNOW HOW WE GET BETTER ANSWERS FROM THE RPG UNLESS THAT IS SPECIFIC TO EACH PROJECT AND, AND THE FEASIBILITY OF EACH PROJECT THAT IS ASSUMED IN THAT PROCESS. SO I AM ALL FOR A REVIEW OF RESULTS TYPE PROCESS, BUT A FULL RPG WHERE THEY GO IN AND THEY PERFORM A WHOLE BUNCH, YOU KNOW, BUNCH OF NEW STUDIES WHENEVER WE'VE JUST HAD A CONCLUSIVE STUDY PERFORMED. I DON'T KNOW THAT THAT MAKES ANY SENSE. YEAH. UM, YEAH, I I THINK WE, WE'VE HEARD A LOT OF FEEDBACK ON THIS AND WE HAVE IN IN-HOUSE, WE'VE GONE BACK AND DONE A LOT OF DRAWING ON THE WHITEBOARD AND SCRIBBLING AND DRAWING SOME MORE. UH, I THINK WE, WE DON'T HAVE A LOT TO SHARE TODAY ON THIS, BUT, UH, WE ARE, UM, UH, WE, WE WILL HAVE SOMETHING ON THE, AT THE WORKSHOP ON THE 26TH, SO HEARD THE FEEDBACK AND UNDERSTAND WHAT THE CONCERNS ARE. UM, BUT DON'T HAVE A LOT OF RESPONSE ON THAT TODAY. THANK YOU. SO ERIC AND THEN CAMERON WILL BE NEXT. GO AHEAD ERIC. UM, NUMBER ONE, I STRONGLY AGREE WITH WHAT CLAYTON SAID, BUT I WANT TO ADD TO IT BRIEFLY, WHICH IS, I THINK AS BOTH ERCOT STAFF AND STAKEHOLDERS, THERE'S A LOT OF FOCUS ON WHAT IS THE TECHNICAL DEFINITION OF AN RTP, AN RPG AND A BATCH. AND I THINK WE NEED TO GET OUT OF THAT, UM, AND SAY OUR GOAL IS TO CREATE A, A TRANSMISSION PLAN AND IT DOESN'T MATTER THE TECHNICAL TERMS THAT WE USE TO DESCRIBE THAT. UM, LIKE, UM, AND TO THE EXTENT THAT THERE ARE LIKE CERTAIN NERC CRITERIA THAT DRIVE THOSE DECISION MAKINGS, I THINK WE NEED TO SET THAT ASIDE IF NECESSARY TO ACCOMPLISH THE GOAL OF SERVING LOAD AND THEN JUST MAKE SURE THAT WE HAVE SOME ADDITIONAL PROCESS TO MEET WHATEVER CHECKBOX CRITERIA WE HAVE. UM, AND SO TO THAT END, I THINK IT'D BE REALLY USEFUL AT THAT NEXT WORKSHOP TO TALK ABOUT WHAT ALL THE DIFFERENT TRANSMISSION PLANNING PROCESSES ARE AND HOW THEY MIGHT OVERLAP OR NOT AND HOW WE CAN USE THEM TO ACCOMPLISH OUR OBJECTIVE. THANK YOU ERIC. CAMERON, GOOD MORNING. GOOD MORNING Y'ALL. CAMERON, WITH THE DATA CENTER COALITION. UH, QUESTION AND COMMENT ON THE CLR PROCESS. UM, WHEN WE'RE THINKING ABOUT IT, UM, IF CLR IS GOING TO BE A WAY TO, TO EXPEDITE THE PROCESS, DOES IT END UP BECOMING THE ONLY WAY TO GET INTERCONNECTED AND THEN EVERYONE ELSE WHO ISN'T DOING ACL R, ARE THEY NOW AT THE BOTTOM OF THE LIST? AT THE, ON THE SAME POINT, UM, IF YOU ARE, UM, GOING TO SAY, HEY, I'LL, I'LL, I'LL DO THE CLR PROCESS, WHERE, WHERE'S THAT ACCOUNTABILITY THAT YOU ARE ACTUALLY GOING TO DO THAT? UM, AND SO JUST, JUST BEING, UH, MINDFUL OF THAT PROCESS. I DON'T HAVE A POSITION HERE TODAY, BUT JUST THINKING THROUGH IT AND WHAT THOSE PIECES WOULD LOOK LIKE AND A'S GONNA HIT THAT IN ABOUT SIX SLIDES. OKAY, I GOT AHEAD OF IT. THANK YOU. NO PROBLEM. THANKS CAMERON. UH, IT'S SHANNON, I'M SORRY. HOLD ON. SHANNON CAREWAY? YES. UH, TWO SLIDE. GO BACK TO SLIDE 30. YOU KNOW, YOU TOUCHED ON THIS EARLIER WHEN YOU SAID OVERWHELMINGLY IT ALMOST LOOKS LIKE UNANIMOUSLY ALL TSP COMMENTS, YOU KNOW, THEIR FEEDBACK IS OVER IN THE GROUP THAT, UH, THE LOAD COMMISSIONING PLAN SHOULD BE LINKED WITH THE TRANSMISSION UPGRADES. HAVING ONCE BEEN ONE OF THEM MYSELF, I CAN UNDERSTAND WHY THEY WOULD WANT THAT. SOMETHING I SAID EARLIER ON AN EARLIER COMMENT THOUGH OF IF YOUR BATCH PROCESS IS ONE WHERE YOU'RE VERY CLOSELY WORKING WITH THE TSPS WHILE YOU'RE GOING THROUGH WHAT IS A REASONABLE UPGRADE SO THAT THEY'VE HAD A CHANCE TO WEIGH IN ON THAT THROUGH THE BATCH, I THINK THEIR RELUCTANCE ON THE BACK END TO FEEL LIKE THEY'RE BLINDSIDED WILL BE DRAMATICALLY LESS BECAUSE THEY WERE A COLLABORATIVE PART OF HELPING YOU BELIEVE YES, WE CAN DO THAT. SO THAT'D BE FIRST COMMENT. NEXT SLIDE ON 31. BACK TO THE, YOUR VERY TOP ITEM HERE, SPEED TO MARKET FOR TRANSMISSION PROJECTS. YOU KNOW, AT THE END OF THE DAY, THE RTP AND RPG ARE REALLY THE ONLY PLACES WE'RE GONNA GO SECURE. NEW GREENFIELD, ANY ANYTHING, YOU KNOW, BECAUSE OF THAT'S WHERE YOU GOTTA GO GET, YOU'RE NOT GONNA GET THAT IN THE BATCH. SO TO GET A CCN TO GET NEW RIGHT AWAY AND FOR THESE LONG LEAD TIME BIG PROJECTS, THE [02:10:01] ONLY WAY TO MAKE THOSE HAPPEN IS GOING TO BE THROUGH THAT BECAUSE IN THE BATCH YOU'RE INTENTIONALLY, IT LOOKS LIKE GOING TO EXCLUDE THEM AND WE WILL NEED TO FOR PRACTICAL REASONS. SO I THINK THIS IS AN AREA THAT TIES BACK TO MY COMMENT A MOMENT AGO THIS COM WITH THE COMMISSION RULE LAST FRIDAY, AND THIS COMING RTP THAT'S ABOUT TO OCCUR, THE LOADS THAT ARE VERY MATURE CAN GET INTO THAT. THEY WILL BE A PART OF ENABLING THIS NEW GREENFIELD, UH, UH, INFRASTRUCTURE BY THE END OF THE YEAR THAT'LL BE APPROVED. WE NEED TO HAVE, THAT DEFINITELY NEEDS TO LINK INTO THIS FIRST BATCH BECAUSE THOSE THAT GO IN NOW PUT UP ALL THE MONEY, THEY'VE BOUGHT ALL THE PROPERTY AND EVERYTHING ELSE, THEY SHOULD BE FIRM GOING INTO THAT BATCH BECAUSE THEY WILL HAVE HELPED JUSTIFY THIS TRANSMISSION WITH A REAL HIGH BAR. THANKS SHANNON. UH, ANGELA, AND THEN HAYNES. AND THEN WE'RE GONNA NEED TO MOVE ON. SO LAST TWO. HEY, ANGELA CHIN FROM SATOSHI ENERGY. UM, JUST WANNA MAKE A QUICK COMMENT THAT, UH, STRONGLY AGREE WITH WHAT ERIC'S POINT JUST NOW THAT STAKEHOLDERS WOULD APPRECIATE, UH, PARSING OUT RTP VERSUS RPG VERSUS THE BATCH AND CRITERIA FOR INCLUSION. AND WE AGREE THAT BATCH RESULTS SHOULD BE CONSTRUCTABLE AND THE GOAL IS TO APPROVE LOADS, UM, IN A REALISTIC WAY FOR TRANSMISSION PLANNING. UM, TWO, UM, CRUSOE'S POINT EARLIER, WE JUST WANT TO ADD TO THAT AND CAUTION FROM JUST USING THE 2026 RTP INCLUSION AS A SOLE CRITERION FOR BATCH ZERO INCLUSION. UM, THERE ARE MANY LOADS THAT DON'T HAVE ANY TRANSMISSION UPGRADES THAT NEVER GO THROUGH THIS RPG PROCESS AND, UH, SHOULDN'T DISQUALIFY THESE PROJECTS JUST FOR NOT BEING A PART OF THIS PLAN. UH, WHILE UNDERSTANDING, YES, THE OVERARCHING GOAL IS OF COURSE, UH, MAKING SURE THAT THESE LOADS THAT WANNA ENERGIZE SOON, UM, HAVE A CONSTRUCTABLE AND VIABLE PLAN MOVING FORWARD. UM, SO I GUESS MY QUESTION IS, IS THIS SOMETHING ALONG THE LINES OF WHAT ERCOT IS CURRENTLY CONSIDERING? YEAH, I'D SAY, YOU KNOW, AGAIN, WE'RE, WE'RE STILL CONSIDERING ALL, ALL THE FEEDBACK THAT WE RECEIVED AND WHAT WE'LL COMMUNICATE THAT WHEN WE, UH, HAVE THE WORKSHOP, NEXT WORKSHOP. ALL RIGHT. AND THEN LAST ONE, HAYNES, GO AHEAD. HAYNES RADER, UH, SKYBOX, UM, A SIMILAR QUESTION, BUT I'LL TRY TO MAKE IT A LITTLE MORE CONCISE. SO I THINK IT'S SUPER IMPORTANT THAT WHETHER IT'S THROUGH AN RTP, THAT THE TDSP IS RUNNING OR NOT, YOU SHOULDN'T BE PENALIZED FOR LOCATING IN A REGION OR AN AREA THAT DOESN'T HAVE SIGNIFICANT TRANSMISSION UPGRADES REQUIRED. AND I THINK MAKING SURE THAT'S EITHER DONE SIMULTANEOUSLY OR IT'S INCLUDED IN THE RTP PROCESS BY THE SUBMITTING TDSP, WE NEED TO COME TO SOME FINALITY ON, I I WOULD ARGUE IT SHOULDN'T BE THE STAKEHOLDER SAYING THERE'S NO TRANSMISSION UPGRADES REQUIRED. IT SHOULD BE THE TDSP THAT'S GIVING THAT GUIDANCE AND THEY PROBABLY HAVE A PRETTY GOOD FEEL OF HOW TO RANK THOSE PROJECTS AND, AND PRIORITIZE THEM. ALRIGHT, THANK YOU HAYS. ALRIGHT, BACK TO YOU JESSE. UM, ALRIGHT, THANKS MATT. UH, SO F IS IS A, WAS A FREE TEXT QUESTION, UM, AROUND FINANCIAL COMMITMENTS RELATED TO THE, THE PROCESS. I THINK WE EVEN EVEN PREFACE THE QUESTION WITH THIS IS LARGELY GONNA BE THE PUCS DOMAIN. I WOULD PROPOSE WE NOT HAVE SORT OF A DISCUSSION OR DEBATE ON THAT HERE AND, AND WE SKIP TO THE NEXT AND, AND JUST ASSUME THAT THAT GETS TAKEN CARE OF. ALTHOUGH THE COMMENTS ARE, I SHOULD ON THE SCREEN TO SHOW YOUR HOMEWORK. BUT YES, I AGREE THAT WE SHOULD NOT, THERE, THERE ARE LOTS OF RULES REOPEN ALL THE IDEAS ON FINANCIAL COMMITMENT ISSUES, BUT THIS IS, THIS IS AVAILABLE, THIS IS PUBLIC, THIS HAS BEEN PULLED IN. UM, BUT MAYBE WE DON'T HAVE THE DISCUSSION NOW ON IT AND WE'VE SKIPPED TO, TO SECTION G OR WE'VE JUST GOT A COUPLE OF QUESTIONS HERE, UM, ON THE COMMUNICATIONS AND THERE, THERE'S REALLY, THERE'S TWO FREE TEXT QUESTIONS ON THIS. THERE'S A LOT BEHIND IT. I THINK WHAT WILL COME OUT IS PART OF THE PROCESS, BUT IT'S NOT NECESSARILY A, A DISCRETE PROCESS DISCUSSION. THE TWO QUESTIONS REALLY ARE WHAT'S THE TYPE OF INFORMATION. SO THIS SLIDE GIVES YOU A, A LIST OF THINGS THAT WE HEARD WOULD BE IMPORTANT TO KNOW AND UNDERSTAND. AND THEN THE NEXT QUESTION WAS REALLY MORE ABOUT, UH, HOW IT, IT GETS IMPLEMENTED IN TERMS OF, OF WHERE THAT SHOWS UP. AND I'M NOT GONNA RUN THROUGH THIS, BUT I THINK WHAT WE HEARD AGAIN IN THIS SURVEY, IN THE, IN THE VARIOUS COMMENTS AND ESPECIALLY IN THE INTERVIEWS, WAS REALLY A NEED FOR TRANSPARENCY. UM, AND I THINK THERE WAS A QUESTION EARLIER ABOUT A RIO LIKE DASHBOARD OR SOMETHING SIMILAR THAT, THAT WILL BE ADDRESSED THROUGHOUT THE NEXT COUPLE OF MONTHS AS THE PROCESS COMES TOGETHER. BUT I WOULD SAY HEARD LOUD AND CLEAR, THERE NEEDS TO BE INFORMATION AVAILABLE. AND THEN THE SECONDARILY IS, AND YOU KNOW, WHAT, WHAT ARE THE THINGS THAT YOU'D LIKE TO SEE? AND SO JUST THE CALL OUT, AGAIN, CONSISTENCY ACROSS THE PROCESS IS IMPORTANT. UM, AND WE DO YOU, YOU'LL SEE IT SOMEWHERE ON HERE, BUT THE, THE COMMENT, YOU KNOW, I, I'D LIKE A NAME TO TALK TO AND NOT AN AN EMAIL BOX. I THINK, YOU KNOW, WE CAN GET INTO THE DETAILS OF WHAT THAT MAY OR MAY NOT LOOK LIKE, BUT [02:15:01] I THINK WE HEARD THE FRUSTRATION, BUT WE ALSO SEE THAT THERE'S, THERE ARE REALLY TACTICAL CONCRETE THINGS ON THIS COMMUNICATION SIDE, WHICH WOULD MAKE A DIFFERENCE. YOU KNOW, AUTOMATED PUSH NOTIFICATIONS WHEN SOMETHING MOVES THROUGH THE PROCESS. UM, AND AND AN ABILITY TO, TO KIND OF HAVE THAT INTERFACE OR KNOW WHO TO CALL OR WHO TO HAVE A DISCUSSION WITH. IDEALLY, THE NEED FOR THAT GOES MUCH LOWER OR ALMOST GOES AWAY IF ALL THE PROCESSES COME INTO PLACE. BUT THAT IDEA THAT YOU'RE GONNA BE AN INTERCONNECTING LOAD AND CAN ACTUALLY UNDERSTAND WHERE YOU SIT WAS SOMETHING THAT WE, AGAIN, CONTINUE TO HEAR PRETTY, PRETTY REPEATEDLY. PAUSE THERE IF WE HAVE QUESTIONS. ALTHOUGH THIS, THIS ONE I THINK IS PROBABLY A LITTLE MORE STRAIGHTFORWARD. YEAH. AND WE DO HAVE A SLIDE LATER ACKNOWLEDGING THERE'S A SHORT TERM IMPROVEMENTS NEEDED FOR COMMUNICATION THAN LONGER TERM PORTAL TYPE THING. BUT YEAH, THAT'S RIGHT. GO ON. SO I APOLOGIZE IF IT FEELS LIKE I'M RUSHING THROUGH. I THINK THAT THE END ONES GET TO BE A LITTLE BIT SQUISHIER. UM, I, I WILL SAY, SORRY, I I WILL SAY THERE WAS, THERE'S AN END CAP HERE. SO THESE LAST THREE QUESTIONS ARE ABOUT THE END-TO-END PROCESS. UM, THIS IS, I'M, I'M STRUGGLING A LITTLE BIT ON HOW TO PRESENT THIS SLIDE. I DON'T WANT TO CALL IT A, A THROWAWAY QUESTION, BUT WE, WE ESSENTIALLY SAID, WOULD YOU RATHER BE FAST OR ACCURATE OR BOTH? IT SEEMS LIKE BOTH IS THE ANSWER. . UM, WHICH THE, THE, I I'M, I I DON'T WANNA BE FLIPPANT. I I'M, I'M NOT MEANING TO, TO DISMISS THE, THE FEEDBACK THERE, THERE IS ACTUALLY, UM, A REAL QUESTION HERE. AND THE, THE ISSUE COMES AT ITS SPECIFIC DESIGN DECISIONS, WHICH HAVE VERY SPECIFIC IMPLICATIONS REALLY LAND ACROSS THIS. AND SO AS A, AS AN OVERARCHING FRAMEWORK TO SAY, YOU KNOW, WE HEARD SIX MONTHS IS THE PROCESS FOR THE, THE, THE KIND OF THE RUN RATE BATCH STUDY. AND THAT THERE ARE THINGS THAT ARE GONNA CAUSE THAT TO BE LONGER IF THOSE DECISIONS ARE MADE, WHETHER IT'S COMMIT WINDOWS OR, OR OTHER PIECES OF IT THAT HAS BEEN HEARD. AND THAT THE, THE DESIRE TO NOT SORT OF STACK THOSE OUT TO THE POINT WHERE THIS BECOMES AN ANNUAL PROCESS IS ALSO VERY CLEAR. AND SO AS THE PROCESS COMES TOGETHER, AS THE TIMELINES FIT, AS THE INTEGRATION WITH OTHER PIECES OF, OF, OF FORMAL, UM, YOU KNOW, WHETHER IT'S THE RULE MAKING OR THE, THE, THE STEADY STATE CADENCE COME TOGETHER, I THINK THIS IS ACTUALLY JUST REINFORCEMENT THAT, THAT FOLKS UNDERSTAND YOU. YOU CAN'T DO EVERYTHING DOWN TO THE NTH DEGREE AND DO IT IN, IN WEEKS RATHER THAN MONTHS. UM, AND SO JUST, IT'S GOOD FEEDBACK. IT'S, IT'S KIND OF A NICE SORT OF TIE IN QUESTION THAT WE ACTUALLY PUT PARTLY TO MAKE SURE PEOPLE WERE PAYING ATTENTION TO THE, THE LAST SORT OF GET THIS SECTION GOING TO, TO GIVE US SOME FEEDBACK ON THE LAST BOX. UM, THE THE OTHER QUESTION, UH, AND I KNOW THERE'VE ALREADY BEEN ONE OR TWO COMMENTS IN THE ROOM ABOUT WHETHER OR NOT STUDY SHOULD EVER BE PERMITTED. I THINK THE, THE, THE, THE THEORY AND THE GOAL HERE IS THAT THESE BATCH STUDY PROCESSES HAVE A HURDLE THAT MEANS THE LOADS THAT COME IN ARE QUITE SERIOUS AND READY TO, TO MEET THE COMMITMENTS TO ENERGIZE THAT THE ALLOCATION AND COMMITMENT PROCESS, UM, DOESN'T RESULT IN SO MANY DROPOUTS THAT YOU, YOU REACH A POINT WHERE YOU, UM, SITTING IN A POSITION WHERE A RE-STUDY FEELS NEARLY INEVITABLE. WHAT WE HEARD IS, IS WE WOULD LIKE TO NOT HAVE RESTUDIES AND AS MUCH AS POSSIBLE KEEP THAT, NOT IRONCLAD, BUT LIKE AS THE, THE DEFINING CHARACTERISTIC HERE. HOWEVER, THERE, THERE ARE EXCEPTIONS AND THERE ARE TIMES WHEN THEY'D BE NEEDED. BUT THAT IF THAT TURNS AGAIN INTO A LOOP, THIS WOULD'VE BEEN A LOT OF WORK AND EFFORT TO GET TO A PLACE NOW WHERE PEOPLE FEEL LIKE THEY'RE STUCK AGAIN. AND SO THERE'S A LOT BEHIND THIS QUESTION. AND AGAIN, THIS, THIS ISN'T DESIGNED BY SURVEY, BUT THE FEEDBACK HAS BEEN HEARD THAT COMING OUT OF THE BATCH STUDY, UM, THE PROCESS TO MOVE FORWARD AND, AND GET ON WITH BUILDING AND WHATEVER THE, THE NEXT SET OF STEPS ARE TO, TO, TO UPGRADE THE SYSTEM AND TO CONNECT THE LOAD. FOLKS WOULD LIKE TO BE ABLE TO DO THAT AS SOON AS POSSIBLE. AND, AND MAYBE IF I CAN JUST INTERJECT. SO AN EXAMPLE OF HEARING Y'ALL THROUGH THE INTERVIEWS WAS, IF I'M NOT AWARDED A HUNDRED MEGAWATTS, I'M OUT. SO NOW WE'RE CONSIDERING, WELL, MAYBE WE SHOULD HAVE MINIMUM VIABLE RAMPS. THAT IS PART OF WHAT THE STAKEHOLDER GIVES US. HERE'S THE DESIRED RAMP 500, HERE'S OUR MINIMUM VIABLE RAMP IS 100, AND IF WE'RE NOT HERE IN THE STUDY WE'RE DROPPING OUT, THEN WE CAN BUILD THAT INTO OUR ALGORITHM SO WE DON'T TUDY AFTER THEY DROP OUT. WE JUST KEEP DROPPING 'EM OUT AND GOING IN WITHOUT REOPENING THE WHOLE THING. SO WE ARE TRYING TO, SO IF THAT'S THE CASE, HOW DO WE BUILD IT IN TO MINIMIZE DROPOUTS AND TU? SO AGAIN, ANY THOUGHTS ARE OPEN ON THAT, BUT IT'S, WE CAN'T JUST GET STUCK IN THAT LOOP. SO, THANKS JESSICA. GO AHEAD. OKAY. AND THEN I WILL, I WILL CLOSE OUT WITH THE, WE'LL WE'LL STILL ACTUALLY TALK ABOUT THE COMMENTS FOR A MOMENT, BUT I WILL CLOSE OUT THE, THE SURVEY ON WHAT WAS LITERALLY ANYTHING ELSE YOU WANT TO SAY. AND SO IT'S A NICE, UH, A NICE SEGUE INTO THE, THE MORE PUBLIC COMMENTS. BUT AGAIN, WE HEARD OVER AND OVER, YOU CAN READ THE WHOLE SLIDE, BUT THIS IDEA OF OPERATIONALLY READY, NON SPECULATIVE, LIKE HOW DO WE AS, AS A SYSTEM MOVE THOSE PROJECTS FORWARD, REDUCE THE NOISE, AND ENSURE THAT THE, THE ECONOMIC DEVELOPMENT, THE BUILD THAT IS ASSOCIATED WITH THEM COMES [02:20:01] FORWARD. UM, AND THEN AGAIN, IF YOU READ, READ DOWN, THERE'S A LITTLE BIT OF BROKEN RECORD HERE. I WILL SAY IF YOU, IF YOU TAKE THE VENN DIAGRAM OF ALL THE DIFFERENT INPUTS AND ALL WHAT WAS SET ACROSS ALL OF THEM, THERE'S STUFF THAT SITS AT THE MIDDLE, THE FIRST ONE AROUND, YOU KNOW, PRIORITIZING THE, THE PROJECTS THAT ARE, ARE REAL, AGAIN, DIFFICULT TO TO IDENTIFY, BUT, BUT UNDERSTOOD AS WELL AS THE FRUSTRATIONS AROUND TRANSPARENCY. UM, AND, AND PROCESS STANDARDIZATION CAME THROUGH QUITE LOUDLY. EVERYTHING ELSE IS JUST DETAILS. ALL THE DETAILS MATTER AN AWFUL LOT. UM, BUT THOSE WERE KIND OF THE, THE, THE TWO HEADLINES. SO THERE'S A LOT OF SUMMARY. I, I'D LIKE TO PAUSE FOR COMMENTS AND QUESTIONS AND THEN WE COULD SPEND MAYBE A FEW MINUTES ON THE OPEN, UH, UH, OPEN SUBMISSIONS BEFORE WE, WE MOVE ON TO THE NEXT PRESENTATION. OKAY. WHAT I'M JUST, SO WHY DON'T YOU GO AHEAD AND GO INTO THE OPEN SUBMISSIONS BECAUSE I THINK A LOT OF THE THEMES CONNECT AND YOU CAN TEASE OUT WHAT NEW INFORMATION YOU FOUND. SOUNDS GOOD. AND IN THIS CASE, SO WE'LL SKIP THE, THESE SLIDES ARE ALL AVAILABLE, THESE ARE THE SUMMARIES AND, AND YOU KNOW, COULD BE THE UPFRONT ONES, BUT I WANNA GO THROUGH THE DETAIL, THE SUMMARY ON THE PUBLIC COMMENTS. WE, WE HAVE TWO SLIDES. YOU KNOW, IDEALLY YOU'D, YOU'D CRAM THEM TOGETHER AND PUT THEM ALL IN IN ONE PIECE OF PRESENTATION 'CAUSE THEY REALLY ARE CONSISTENT. BUT I WOULD SAY WE, WE'VE HIGHLIGHTED 10 THEMES. UM, AGAIN, THIS ISN'T EXHAUSTIVE, BUT YOU HAVE ALL THE SOURCE MATERIAL. UM, I WILL ALSO SAY JUST, JUST IN THE, YOU KNOW, BY WAY OF ENSURING YOU FEEL HEARD, WE READ ALL OF THEM. THIS DIDN'T GET DUMPED INTO A, A MODEL. THESE, THESE WERE, THESE WERE ALL READ AND THEN SYNTHESIZED. UM, BUT I WOULD SAY THE, THE FIRST FOUR, AND THERE'S ONE ON THE NEXT SLIDE, UM, THIS WAS IN RESPONSE AS YOU RECALL TO THE, THE PROPOSAL ON TUESDAY OF LAST WEEK, WHICH IS NOW GONNA BE CHANGED SOMEWHAT. THERE WAS A LOT OF DISCUSSION AROUND WHAT DOES IT LOOK LIKE TO MOVE INTO NOT JUST BATCH ZERO, BUT BATCH ZERO A, UM, WHAT ARE THOSE TIMELINES AND HOW IS THAT PROCESS BEING ORGANIZED? AND SO YOU'LL SEE THINGS LIKE THE, YOU KNOW, WHAT ARE THE CUTOFF DATES THAT WERE PROPOSED, AS WELL AS WHAT IS THE ELIGIBILITY CRITERIA AND WHETHER OR NOT THOSE PROJECTS THAT ARE ACTUALLY ASKING FOR LOAD, WHETHER THEY'RE, THEY'RE ACTUALLY ABLE TO ENERGIZE WHEN THEY'VE SAID THEY ARE. UM, THE THEME, AGAIN, I THINK EVERY SLIDE, OR AT LEAST EVERY SECTION WE TALK A BIT ABOUT, YOU KNOW, A CONTROLLABLE LOAD RESOURCES, BRING YOUR OWN GEN, UM, CO-LOCATED GEN. I THINK THE, THE, THE COMMENT EARLIER ABOUT EXISTING GEN, ESSENTIALLY WHAT WE HEARD WAS AS A DEVELOPER, AS A PROJECT THAT WANTS TO CONNECT, THERE ARE WAYS WHERE WE THINK WE CAN IMPROVE THE SYSTEM AND MOVE FASTER. WE WOULD LIKE FORMAL PROCESSES TO BE ABLE TO DO THAT, UM, AND NOT JUST SORT OF SIT IN, IN THE SAME KIND OF QUEUE AS, AS IF WE WEREN'T BRINGING SORT OF A, A LINKED PROJECT. I'LL SAY. SO THIS IS THE FIRST FIVE AND FOUR OF THE FIVE REALLY TO ME. WE'RE, WE'RE ABOUT KIND OF THAT ENTRY INTO THE BATCH PROCESS. UM, WE WILL HAVE TALKED ABOUT VIRTUALLY ALL OF THESE IN THE LAST HOUR OR TWO, BUT YOU KNOW, IF YOU LOOK AT THE MIDDLE ONE, THAT SORT OF THEN LINKS BACK TO, TO KIND OF WHAT DOES IT MEAN TO GET INTO THE BATCHES. UM, I WILL SAY THE, THE, AND WE JUST SPOKE ABOUT THE R-T-P-R-P-G ALIGNMENT AND, AND THERE'LL NEED TO BE A LOT OF WORK DONE THERE. UM, THE ONE CALL OUT HERE THAT WAS PROBABLY NOT AS PREVALENT IN PREVIOUS STAKEHOLDER INTERVIEWS, BUT HAS ACTUALLY BEEN QUITE AN ACTIVE DISCUSSION, I WOULD SAY THIS MORNING, IS AROUND THIS IDEA OF BROWNFIELD VERSUS GREENFIELD TRANSMISSION, NEW RIGHTS OF WAY, WHAT ACTUALLY NEEDS TO BE INCLUDED IN THE, THE SOLUTION SET IN ORDER TO CONNECT LOADS. UM, I THINK HEARD LOUD AND CLEAR TODAY AND, AND WAS COMING THROUGH IN THE COMMENTS. SO WE, WE JUST EMPHASIZE THAT, THAT THAT'S GONNA BE PART OF THE DISCUSSION. UM, AND THEN I'LL, I'LL JUST, I'LL JUST LET YOU, YOU READ THE BOTTOM ONE AND, AND SAY THAT WE'RE, WE'RE PROBABLY IN A, IN A GOOD SPOT IN RECEIVING FEEDBACK ON THE, THE GOOD CAUSE EXCEPTION. SO MAYBE THAT'S A GOOD PLACE TO ACTUALLY OPEN TO, TO KIND OF, YEAH. QUESTIONS ACROSS THE PROCESS. YEAH. AND IF YOU DON'T MIND GOING BACK TO YOUR 38, 39, WHAT I, WHAT I WANTED TO DO IS GET ALL THE RAW DATA OUT OF THE WAY MM-HMM . BUT THEN YOU'RE VERY HELPFUL IN THE NEXT THREE SLIDES WAS, WHAT ARE THE, WHAT ARE THE THINGS THAT LIKE TO KEEP AN EYE ON IF, YOU KNOW, WE HEARD A LOT, WE SAW A LOT OF GRAPHICS, BUT THIS HELPED TO BOIL DOWN TO THE KEY THEMES FROM THE FREE RESPONSE. SO WHETHER, JESSE, IF YOU JUST WANTED TO TAKE FIVE MORE MINUTES TO FIGURE OUT 39, UH, 38, 39, 40, WHAT YOU WANNA HIGHLIGHT IS, YEP. KEY INFORMATION. AND MAYBE WE'LL CALL THIS THE, THE SUMMARY, WHAT WE TALKED THROUGH. YEAH, SO THIS, I MEAN, THIS WAS THE, THE WAY THAT THE SURVEY WAS ORGANIZED. THE, THE LETTERS WEREN'T ON IT, BUT IT WAS BROKEN UP IN THE MODULES. UM, WE'D SAY ON, ON THE SCREENING, WE HEARD, UH, A DESIRE FOR STANDARDIZATION IN THE PROCESS. UM, AND THAT THE, AGAIN, FILTERS FOR SPECULATIVE LOAD AND THE ABILITY TO, TO THEN HAVE MORE ASSURANCE THAT THE OUTCOME OF THE BATCH WAS SOMETHING THAT YOU COULD SORT OF TAKE TO THE BANK WAS AN IMPORTANT PIECE OF THAT. AND SO WE WANTED THAT CONSISTENCY ACROSS, ACROSS UTILITIES AS WELL AS THE STANDARDIZATION. UM, THE ELIGIBILITY CRITERIA LINKED PRETTY HEAVILY. WE RECOGNIZED THROUGH THE PROPOSAL, UM, FROM LAST WEEK, BUT WE, AGAIN, THE PUSH WAS OUR PROJECTS REALLY [02:25:01] WHERE THEY SAY THEY ARE. UM, WE WANNA MAKE SURE THAT THERE'S ALSO FAIRNESS IN HOW THE, THE PROCESS IS IMPLEMENTED, UM, SO THAT THE, THE ECONOMIC DEVELOPMENT ASSOCIATED WITH MANY OF THESE LOADS IS ABLE TO MOVE FORWARD CONSISTENT WITH THE, THEIR EXPECTATIONS. SECTION C, AGAIN, THIS IS ABOUT THE ACTUAL NUTS AND BOLTS OF THE BATCH STUDY, WHICH IS, IS WHAT WAS, IS GONNA BE HASHED OUT IN, IN QUITE A BIT OF DETAIL OVER THE COMING MONTHS. UM, WE HEARD THE BATCH PROCESS WAS BY AND LARGE SOMETHING THAT WAS VERY WELL SUPPORTED, BUT IT NEEDS TO BE EXECUTED ON A REASONABLE TIMELINE. THE OUTCOMES NEED TO BE SOMETHING THAT, THAT THE, THE STAKEHOLDERS CAN COUNT ON OR CAN, CAN BELIEVE WON'T CHANGE. UM, AND THAT THE, THE TIMELINES AND THE RAMPS, ESPECIALLY FOR LONGER LEAD UPGRADES THAT ARE NECESSARY TO SUPPORT THAT LOAD, NEED TO BE CLEAR OUTCOMES OF THE PROCESS. I'LL SAY AS WE SORT OF WALK THROUGH THAT, YOU KNOW, YOU JUMP FROM THE BATCH TO THE ALLOCATE AND COMMIT A LOT OF COMMENTS HERE. UM, PARTICULARLY THE BULK OF THE FREE TEXT RESPONSES REALLY DID LINK TO WHAT DO YOU DO AT THE END OF THE COMMIT WHEN NOT EVERY LOAD THAT WAS ALLOCATED WAS ACTUALLY COMMITTED. UM, LINKED TO, I KNOW MATT MADE THE COMMENT EARLIER, I THINK AS WE SORT OF BRING IN PARAMETERS, WE SHOULD REDUCE THE AMOUNT OF, OF DROPOUTS, BUT THAT, UH, REALLOCATION OF LOAD IS AN IMPORTANT PIECE OF THIS AS IS THE, THE, AGAIN, YOU KNOW, ENSURING THAT THAT ALLOCATION IS, UM, LINKED TO MATURE PROJECTS THAT WILL ENERGIZE, IDEALLY THAT WILL HAVE BEEN TAKEN CARE OF EARLIER IN THE PROJECT OR THE PROCESS, BUT IT CONTINUES TO BE EMPHASIZED. UM, WE TALKED, AGAIN, ALL THIS IS A REHASH, BUT RPG AND, AND IT'S RPG HERE, NOT RTP, BUT UNDERSTANDING THE RPG AND THE RTEP AND THE BATCH STUDY LINKAGE, HOW CLOSELY THEY MAY BECOME SORT OF IN, IN TERMS OF PROCESS AND MAKING SURE THAT THAT LINKAGE DOESN'T CREATE MORE BURDEN AND, AND A SLOWER TIMELINE AS OPPOSED TO SPEEDING IT UP. WE SKIPPED OVER THE FINANCIAL COMMITMENTS IN OUR DISCUSSION, BUT, BUT THERE ARE CERTAINLY STRONG OPINIONS. I THINK WHAT WE HEARD IN A LOT OF CASES IN BOTH THE INTERVIEWS AS WELL AS THE SURVEY AS, AS WELL AS THE PUBLIC COMMENTS, FINANCIAL COMMITMENTS ARE, ARE PROBABLY THE EASIEST, UM, COMMON DENOMINATOR TO ENSURING PROJECTS ARE, ARE, ARE REAL. UM, AND IT'S THE, THE MOST SORT OF UNDERSTANDABLE ONE. THE ISSUE IS THAT THE LEVEL OF THAT COMMITMENT IN SOME CASES MAY FORCE OUT PROJECTS THAT ACTUALLY WERE REAL, UM, IF IT'S SET TOO HIGH. SO THERE IS A LOT OF NUANCE IN WHAT THE RIGHT NUMBER IS. THIS ISN'T THE ONLY GATING FACTOR, BUT IT, BUT IT IS AN IMPORTANT ONE. UM, AND THEN AT, AT THE END HERE, COMMUNICATIONS, YOU KNOW, WE, WE TOOK THE FEEDBACK IN AND, AND YOU'LL, YOU'LL SEE, YOU KNOW, EXAMPLES OF WHAT WE THINK THE, UH, WHAT THE OUTPUT SHOULD LOOK LIKE. BUT HAVING ACCESS TO DATA TO UNDERSTAND WHERE YOU ARE IN THE PROCESS, WHO'S GOT THE BALL IN TERMS OF THE NEXT STEPS, WHAT NEEDS TO BE DONE, WHERE YOU'RE WAITING, WHAT'S NEEDED FROM, FROM YOU ALL AS A LARGE LOAD TO CONNECT ALL OF THAT, UM, IS CLEARLY PART OF THE PROCESS THAT IS SUCCESSFUL IF WE LOOK BACK AT THIS, UM, A YEAR OR TWO FROM NOW. AND THEN HOW THAT'S IMPLEMENTED REALLY DOES MATTER. AND SO THINGS LIKE I MENTIONED BEFORE, PUSH NOTIFICATIONS AND, UM, CLARITY ON HOW YOU ACTUALLY GET ACCESS TO THAT DATA SO YOU DON'T NEED TO KIND OF KNOW HOW TO WORK THE SYSTEM. ALL THAT COMMS PIECE HAS HAS BEEN FROM DAY ONE, ONE OF THE, THE BIGGEST THEMES OF WHAT WE'VE HEARD FROM YOU ALL. AND THEN FINALLY, YOU KNOW, IF YOU JUST SORT OF WRAP THIS UP, I THINK WE TALKED ABOUT IT AT THE BEGINNING, LEADERSHIP FOR MECO TO CREATE AN END TO END PROCESS THAT IS, UM, TRANSPARENT WHERE IT'S, IT FEELS FAIR AND AGAIN, FAIR IS A SUBJECTIVE WORD, BUT IT, BUT IT FEELS THAT WAY. UM, AND IT ALSO REDUCES THE, THE RE STUDIES AND THE, UM, YOU KNOW, FINDING OUT LATER THAT WHAT YOU THOUGHT YOU HAD ALLOCATED WASN'T THERE. SORT OF THE NOISE THAT CREATES PROBLEMS FOR DEVELOPERS WHO ARE, ARE WORKING TOWARD CONNECTING THOSE. VERY GOOD. THANK YOU JESSE. SO, UM, LEMME KINDA TELL YOU WHERE WE'RE AT. SO I, I SAW THE, I SAW SOME BODY LANGUAGE, THE ROOM SAID I DIDN'T KNOW IT WAS ENDING AT ONE, SO WE HAVE AN HOUR LEFT. THE REASON WE DID THAT IS ERCOT WANTED THIS WAS THE MAIN PART OF IT IS DID WE HEAR EVERYTHING? BECAUSE WE NEED TO GET TO WORK ON PROTOCOLS AND THAT'S WHY WE NEED THE BALANCE A DAY FOR THE TEAM TO GO WORK ON THAT. SO WE'RE GONNA GO IN FRESH ON WHAT WE HEAR TODAY. SO WHAT WE ARE GONNA DO IS PIVOT TO SAY OF ALL THESE THINGS WE'VE HEARD, ERCOT HAS HEARD A LOT OF DIFFERENT THEMES AND HERE'S SOME THINGS THAT WE HAVE SOME NOT EVEN ANSWERS TO, BUT HERE'S, WE AGREE AND THESE ARE THE ESSENCE OF WHAT WE'RE GOING AFTER AND MAKE SURE THAT WE'RE ON THE SAME PAGE. SO A LOT OF IT'S STILL TBD, UM, BUT THAT'S WHY WE SCHEDULED THE DAY THIS WAY. ALSO, THERE'S A FOOD TRUCK OUTSIDE. THERE'S A PIECE OF PAPER THAT SHOWS THE MENU. IF YOU WANT TO ORDER ONLINE, YOU MIGHT BE ABLE TO SCAN SOMETHING, POKE SOMETHING AND THEY'LL BE OUT THERE TILL ONE 30. BUT YOU'RE WELCOME TO HEAR THIS. WE'RE HERE TILL ONE O'CLOCK, BUT YOU CAN STILL GET FOOD AND COME BACK IN THE CAFETERIA AREA, HANG OUT AND TRY TO FIGURE OUT HOW TO, YOU KNOW, COCKTAIL NAPKIN, FIGURE OUT CLRS AT OUR COT IN THIS NEW REALM OR COGEN. SO WE ENCOURAGE, THOUGHT AND CONTINUE ON. UH, BUT AGAIN, SORRY FOR THE, THE SHORTNESS OF THIS AND WE DO HAVE PEOPLE IN THE QUEUE AND I EVEN [02:30:01] HAVE THE QUEUE BACK TO WHERE SHANNON CARAWAY WAS IN THE QUEUE FOR THE STUFF EARLIER ON, ON THE COGEN STUFF. SO, UM, LEMME JUST WORK THE NAMES IN FRONT OF ME AND SEE IF THERE'S ANYTHING WE NEED TO TOUCH. BUT, UH, DURGA AND PRASHANT I THINK ASKED A QUESTION I'LL TRY TO ANSWER, GET BACK IN THE QUEUE IF I DON'T. THE ONE WAS, WOULD UPGRADES IDENTIFIED IN THE PREVIOUS BATCH BE INCLUDED IN THE MATCH NEXT BATCH STUDY? CONCEPTUALLY WE WOULD LIKE TO GET THERE, WHICH IS A NEW TRANSMISSION PROJECT NEEDED ROLLS INTO THE NEXT. SO IT'S PART OF THE TRANSMISSION GRID THAT'S THEN STUDIED IN THE NEXT BATCH FOR THE NEW LOADS. SO, AND THEN THE NEXT QUESTION FOR PRASHANT, DO ALL RTP LOADS AUTOMATICALLY GET INCLUDED IN THE BATCH PROCESS? IT, SO THAT'S, YOU KNOW, THAT'S HOW WE'RE TRYING TO FIGURE OUT HOW DO RTP AND THE BATCH FEEDBACK AND FORTH EACH OTHER. THAT'S STILL TBD. UM, SO THAT ANY ANDRE, SO I'LL GIVE YOU THE QUESTION. GO AHEAD. YOU'RE IN THE QUEUE. HI, THIS IS ANDRES WITH CYPRESS CREEK. I JUST WANT TO EMPHASIZE THE POINT THAT CLAYTON MADE THAT RPG NEEDS TO HAPPEN INSIDE THE, THE BATCH. BUT I BELIEVE THE ONLY WAY FOR THAT TO MAKE SENSE IS ALSO FOR ERCO TO DO RE STUDIES INSIDE THE BATCH. 'CAUSE THE ONLY WAY TO VALIDATE TRANSMISSION NEEDS WHEN PEOPLE DROP OUT, WHICH THEY WILL, I MEAN WE SEE THAT IN OTHER MARKETS OUTSIDE OF ERCO, THERE'S CLUSTER STUDIES PEOPLE ALWAYS DROP. YES. THE PERCENTAGE OF PEOPLE WHO MAKE PIA IS VERY, VERY LIMITED. YEP. SO RE STUDIES NEED TO HAPPEN AND THE ONLY WAY TO VALIDATE TRANSMISSION NEEDS WHEN PEOPLE DROP OUT IS TO DO A RE STUDY. YES. UM, ONE OTHER THING, IT'S, UH, I HAVEN'T SEEN ANYTHING ABOUT COST ALLOCATION INSIDE THE BATCH. UH, LAST WEEK YOU GUYS MENTIONED MEGAWATT ALLOCATION, BUT IF THE PUCT INTENDS AS A PROPOSAL THAT LARGE LOADS WILL BE PAYING THEIR FAIR SHARE AND UPGRADES, THE THE BATCH STUDY ALSO NEEDS TO ADDRESS COST ALLOCATION. AND THE ONLY WAY TO DO THAT IS ALSO TO DO RISK STUDIES. 'CAUSE IT WOULDN'T BE FAIR FOR PEOPLE TO PAY UPGRADES AND THEN GO THROUGH THE RPG TAKING A YEAR FOR THAT WITHOUT ANY CERTAINTY ON THAT COST. YEP. COMPLETELY ACKNOWLEDGE EVERYTHING YOU SAID THE MEGAWATTS MATTER, THE COST IF IT'S TO BE ALLOCATED OUT MATTERS AND THAT'S DOWN AT THE PUC. SO YEAH. THANK YOU FOR THAT. ALRIGHT, CLAYTON. YEAH, I WANT TO GET BACK TO THE POST-PROCESSING PIECE AND IT GETS INTO THAT DISCUSSION AS WELL. CAN WE, CAN YOU GUYS FOCUS FOR THE NEXT WORKSHOP ON DOING A VERY DETAILED DIVE ON HOW THE POST POST-PROCESSING WILL WORK? THERE'LL BE A STUDY RUN AND THEN THERE'LL BE RESULTS AND IT'S, YOU KNOW, LIKE LET'S, LET'S SAY WE'RE NOT DOING ANY GREENFIELD, IT'S, IT'S 200 LINE UPGRADES. THE TSPS ARE GONNA HAVE TO PRIORITIZE AND FIGURE OUT WHEN THOSE CAN BE DONE. THEY'LL HAVE TO GO THROUGH AND SCHEDULE ALL THIS STUFF OUT. 'CAUSE THEN ERCOT HAS TO USE THAT SCHEDULE FEEDBACK TO BE ABLE TO PROVIDE THAT TO THE CUSTOMER BECAUSE THEY'RE NOT GONNA GET THEIR LOAD RAMP. THEY'RE GONNA GET SOME CHUNKY THING THAT LOOKS MAYBE LIKE IT, BUT, BUT IT'S GONNA BE IN COMPLETELY DIFFERENT YEARS THAN WHAT THEY WERE THINKING. AND THE PRIORITIZATION OF THOSE PROJECTS THAT THE TSP DOES DETERMINES THAT. SO IS, YOU KNOW, DO WE NEED TO HAVE SOME SORT OF RULEMAKING ON HOW THAT'S DONE? YOU KNOW, I, IT THERE'S, THERE'S FAIRNESS ISSUES ALL THROUGH THERE THAT I DON'T KNOW THAT PEOPLE ARE REALLY GRASPING 'CAUSE WE HAVEN'T GONE THROUGH THIS. THE MAIN THING IS TO TRY TO GET THIS QUEUE CLEARED OUT AS POSSIBLE AND GET THE LINE PROJECT STARTED AS QUICKLY AS POSSIBLE SO THAT WE CAN GET THE LOAD CONNECTED AS QUICKLY AS POSSIBLE. SO IF WE CAN DO A DEEP DIVE ON THE POST-PROCESSING PIECE, I THINK THAT'S GONNA BE VERY IMPORTANT FOR THE NEXT WORKSHOP. VERY GOOD. ALRIGHT, THANK YOU. UM, DREW, I'M SORRY IF I SAID IT WRONG. YOU SAID IT CORRECT. CAN YOU HEAR ME? YES, GO AHEAD. UH, THIS IS DRIV KTA FROM CONCORD NEW ENERGY. UM, SO THE LARGE LOAD MODELING AND SUBMISSION REQUIREMENTS ARE STILL EVOLVING. I BELIEVE, UH, D-W-D-W-G MET KSPS THIS MORNING TO DISCUSS ENERGY RRR 2 82 MQT REQUIREMENTS AND THEY'RE ALSO DRAFTING A FIGURE FOR, UH, LARGE LOAD MODEL SUBMISSIONS. UM, SO MY QUESTION IS, IF NEW REQUIREMENTS ARE PUBLISHED IN THE COMING MONTHS PRIOR TO THE COMMENCE, UH, COMMENCEMENT OF THE BATCH STUDY PROCESS, HOW WILL THEY IMPACT PROJECTS ALREADY QUEUED FOR BATCH ZERO? OR WOULD THEY BE EXEMPT FROM ANY NEW REQUIREMENTS? I, I WOULD SAY THE, UH, REVISION REQUEST THAT, THAT REVISION REQUEST WILL HAVE A, UM, UH, A, UH, IMPLEMENTATION PATHWAY DEFINED. ALRIGHT, THANK YOU JEFF. ALRIGHT, JUSTIN, UH, JUSTIN COCKRELL, DC ENERGY, UH, THERE'S BEEN A LOT OF DISCUSSION ABOUT, UH, TRANSPARENCY FOR PROJECT DEVELOPERS, UH, WHICH I CAN APPRECIATE AND I, I THINK THAT'S IMPORTANT FOR THEM. UM, BUT WHAT ABOUT THE CONCERN FOR TRANSPARENCY FOR THE WIDER MARKET? YOU KNOW, WITH THESE, THESE LARGE LOADS ARE VERY IMPACTFUL. UM, I THINK THEY'RE REALLY ANALOGOUS [02:35:01] TO PUTTING A, A GENERATOR ON THE SYSTEM AND THAT REALLY DOES AFFECT THE WIDER MARKET. AND SO I'M, I'M CONCERNED ABOUT, UM, TRANSPARENCY, UH, FOR EVERYONE ELSE AND WHERE THAT WILL COME IN, IN THE BATCH STUDY PROCESS. OKAY. AND I THINK THAT'S BEEN BROUGHT UP. SO IT'S WHETHER OR NOT LOADS SHOULD BE DISCLOSED AND ALL THAT PIECE. SO YEAH, SO NOTED. THANK YOU. UH, I'LL PUT THAT IN THE, THE TRANSPARENCY CIRCLE AND WHEN THE NPR COMES OUT, WE CAN BE WRESTLING OVER WHAT TRANSPARENCY LOOKS LIKE. THANKS FOR THAT FEEDBACK. YEAH, APPRECIATE IT. THANK YOU. YOU BET. UH, SHILPI LAST ONE. SHILPI. LAST ONE. YEAH. HI, THIS IS SHILPI SUNIL KUMAR WITH, UH, MARA, CAN YOU HEAR ME? JUST CHECKING. YES, YES. PERFECT. THANK YOU. UH, SO THE DISCUSSION HAS BEEN GREAT AND I WAS HOPING TO HEAR A LITTLE BIT MORE ABOUT CERTAIN SCENARIOS, SO JUST WANTED TO FLAG THAT TO YOU ALL. MAYBE THAT'S SOMETHING YOU WANNA ANSWER NOW OR FOR THE NEXT WORKSHOP PERHAPS. SO THINKING ABOUT SCENARIOS ONE WHERE SAY A LOAD IS ALREADY ENERGIZED ON THE QUAT SYSTEM AND IT'S FOLLOWING ITS RAMP SCHEDULE AS PLANNED. AND IF THAT LOAD WANTS TO FILE OR HAS FILED FOR A CAPACITY EXPANSION AT THAT PARTICULAR LOCATION, WOULD THOSE REQUESTS ALSO NEED TO GO THROUGH THE BATCH STUDY PROCESS? AND I WONDER HOW WOULD THAT FIT IN WITH A NEW LOAD PERHAPS? OR IT JUST FOLLOWS LIKE THE STANDARD NEW PROCESS THAT SAY WHATEVER WE COME UP WITH. SO THAT'S ONE THOUGHT AND OTHER THAT I WAS THINKING ABOUT IS A SCENARIO SAY WHERE FOR SOME REASON DUE TO BUSINESS OR MARKET ENVIRONMENT, WHATEVER A LOAD DECIDES TO CHANGE, SAY FROM BITCOIN MINING TO AI HPC OR SOMETHING. AND I WONDER HOW THOSE KIND OF REQUESTS WOULD BE TREATED, WOULD THEY REQUIRE TO GO THROUGH THE NEW LOAD STUDY PROCESS OR SINCE THAT LOAD IS ALREADY EXISTING ON THE SYSTEM AND HAS BEEN PREVIOUSLY STUDIED, IF YOU WOULD LOOK TO TREAT THAT A LITTLE BIT DIFFERENTLY. SO JUST THINKING ABOUT HOW THOSE SCENARIOS SAY WOULD FIT INTO THIS BROADER, UH, DISCUSSION. THANK YOU. YEAH, SO I, I'LL SAY WE, WE HAVE THOUGHT ABOUT THOSE SCENARIOS. UM, I DON'T THINK THAT WE HAVE AN ANSWER ON HOW WE WOULD HANDLE THOSE TODAY, BUT I, I'LL SAY THAT, THAT THAT'S PART OF THE CONVERSATION WE'RE HAVING AND THERE'S DEFINITELY THE IDEA OF GETTING ACROSS THE FINISH LINE ON THE BATCH ZERO PROCESS THAT THEN SAYS WHAT'S THE FOREVER PROCESS THAT WE LINK INTO ALSO. ALRIGHT, SO WE'RE GONNA GO AHEAD AND, UH, I'M GONNA TURN THE PAGE OVER TO AG. SO JUST A REMINDER, SO IF YOU'VE SEEN JEFF AT THE COMMISSION, HE'S BEEN WALKING AROUND WITH THE 12 ISSUES THAT WE'VE BEEN TRYING HEARING FEEDBACK ON, AND WHAT ARE THESE KEY THINGS. SO WE WANT TO TRY AND TOUCH EACH OF THOSE TODAY BEFORE WE, UH, GET OUTTA HERE WITH WHAT A, UH, WHAT THAT LOOKS LIKE. AND THEN I'LL GO BACK TO THE LAST SLIDE, WHICH IS, WHAT ARE OUR SCHEDULE LOOK LIKE FOR THE REST OF THE PROCESS? SO OVER TO YOU. ALL RIGHT. UM, SO, UH, YEAH, AG SPRINGER ERCOT. UM, SO AS, AS MATT MENTIONED, WE'RE GOING TO, UH, COVER SOME OF THE ERCOT FEEDBACK ON THE FEEDBACK WE'VE RECEIVED, UH, ON THE 12 TOPICS THAT ARE ARE, YOU KNOW, UM, AND SO, UH, AS WE GO THROUGH THESE, UM, I THINK YOU'RE GONNA HEAR A LOT OF RETREADING OF THE ISSUES THAT WE'VE ALREADY HAD IN THE DISCUSSION TODAY AND REINFORCING. UM, AND, UH, YOU KNOW, I'LL JUST KINDA REITERATE AT THE TOP THAT WE, WE DID REVIEW THE FEEDBACK THAT IT WAS SUBMITTED AFTER THE LAST WORKSHOP. UM, AND, UH, YOU KNOW, THE, THE POINTS THAT WERE RAISED HAVE BEEN HEARD. WE DON'T HAVE A TON OF ANSWERS ON THESE TOPICS TODAY, BUT THIS KINDA REPRESENTS WHERE OUR, OUR THINKING IS GIVEN THE, THE CHANGES THAT HAVE HAPPENED AFTER THE LAST WORKSHOP. UM, SO, UH, CATEGORIZED THE, THE SORT OF AREAS OF THESE TOPICS, YOU KNOW, SO SOME ARE BATCH ZERO, SOME ARE JUST OVERALL PROCESS RELATED. AND, UH, THERE ARE A COUPLE TECHNICAL TOPICS IN THERE. UM, AND SO WE'LL JUST, WE'LL GO THROUGH THEM, UH, AND, UH, WE CAN TAKE QUESTIONS AS WELL. UM, SO, UH, START WITH THE FIRST ONE. SO THE, THE BATCH ZERO, UH, SNAPSHOT DATES AND, AND CUTOFFS. UM, YOU KNOW, SO THE, THE FEEDBACK WE GOT WAS, UH, THE QUESTIONING AROUND, YOU KNOW, WHETHER, UH, RETROACTIVE SNAPSHOT DATES, UH, YOU KNOW, OR OTHER, OTHER LINES THAT WERE DRAWN, UH, INVALIDATE, UH, WORK THAT'S ALREADY BEEN COMPLETED. UM, YOU KNOW, I THINK REALLY OUR, OUR OUR, OUR MAIN FEEDBACK HERE IS THAT BECAUSE OF THE CHANGES, UM, AND THE GUIDANCE THAT WE GOT SINCE THE LAST OPEN MEETING, UM, THOSE DATES THAT WE PRESENTED FOR BATCH ZERO A AND BATCH ZERO, WE REALLY, THEY AREN'T GONNA [02:40:01] WORK ANYMORE. AND SO, UM, YOU KNOW, WE'RE, WE'RE, WE'RE GOING TO BE, AS WE BRING THESE REVISION REQUESTS FORWARD, UH, THINKING VERY CAREFULLY ABOUT THE FEEDBACK THAT WE DID RECEIVE ON THIS TOPIC, UM, AS WELL AS, UH, YOU KNOW, HOW ALL THAT FEEDBACK AND OUR THINKING ALIGNS WITH, UM, YOU KNOW, THE, THE PUC PROJECTS, UH, 58, 4 80 AND 4 81, AS WELL AS THE, UH, OTHER GUIDANCE AND, UH, THE REQUIREMENTS IN SENATE BILL SIX. SO, UM, YOU KNOW, I GUESS THE OVERARCHING MESSAGE IS, YOU KNOW, WHAT WE PRESENTED LAST WORKSHOP REALLY DOESN'T FIT ANYMORE. AND SO, UM, YOU KNOW, WE'LL, WE'LL BE BRINGING FORWARD, YOU KNOW, THE NEW CUTOFF AND, AND ELIGIBILITY CRITERIA IN THE REVISION REQUESTS. UM, MOVING ON TO, UH, THE TIMELINES. SO, UH, YOU KNOW, WE, WE PRESENTED AT THE LAST WORKSHOP AND, UM, YOU KNOW, I'LL PAUSE HERE FOR JUST A MOMENT AND REMIND EVERYBODY THAT AT THE BOTTOM OF THIS DECK IS OUR COMPLETE SLIDE DECK FROM THE LAST WORKSHOP. SO IF YOU GO TO THE APPENDIX, YOU CAN FIND DETAILS ON A LOT OF WHAT I'M TALKING ABOUT HERE. UH, YOU DON'T HAVE TO GO BACK TO THE OTHER WORKSHOP. IT WE, WE PUT IT THERE AS WELL. UM, THE, UH, YOU KNOW, WE DID RECEIVE FEEDBACK THAT THE JUNE, UH, 2027 ORGANIZATION CUTOFF, UH, WAS PROBABLY UNREALISTIC FOR CUSTOMERS WHO HADN'T STARTED CONSTRUCTION. UM, AND, YOU KNOW, POTENTIALLY DISADVANTAGED OTHER PROJECTS THAT WERE, UH, MORE REALISTIC IN WHAT THEY HAD SUBMITTED. AND SO, UM, YEAH, KINDA THE SAME, SAME RESPONSE HERE IS, YOU KNOW, WE'RE, WE'RE GOING BACK TO THE DRAWING BOARD A LITTLE BIT HERE. UM, AND SO, WE'LL, YOU KNOW, WE WILL, UH, NOT BE USING THOSE ENERGIZATION DATES TO DETERMINE, UH, YOU KNOW, IF WE'RE TRYING TO DO A QUICK STUDY, BECAUSE THERE, THERE ISN'T GOING TO BE THAT BATCH ZERO A ANYMORE. WE WILL, UH, DO A, A MORE COMPREHENSIVE BATCH ZERO, UM, THAT WILL BE DEFINED IN THE REVISION REQUESTS THAT ARE, THAT ARE FORTHCOMING. OKAY. UH, THIS SEEMS TO HAVE BEEN THE BIG, BIG TOPIC TODAY. UM, CLR TREATMENT OF CLRS TREATMENT OF BRING YOUR OWN GENERATION OR OTHER CO-LOCATION. UM, YOU KNOW, WHAT, WHAT, WHAT ARE THE RULES GONNA BE AROUND THIS? UM, THEY, THERE WERE A LOT OF QUESTIONS ABOUT SPECIFICS HERE. HOW ARE THEY GONNA BE TREATED? HOW ARE THEY GONNA BE MODELED? UM, DO THEY HAVE TO SIGN UP EARLY? DO THEY SIGN UP LATE? I THINK, UH, JESSE'S, UH, PRESENTATION GOT INTO A LOT MORE SPECIFICS THAN WHAT WE GOT ON THIS SLIDE. UM, SO GONNA EMPHASIZE AT THE TOP THAT REALLY PROBABLY, YOU KNOW, ERCOT THINKING IS, AND WE'LL PROBABLY BE COVERING IT THIS WAY, UH, GOING FORWARD, IS THAT CONTROLLABLE LOAD RESOURCES ARE REALLY A SEPARATE ISSUE FROM BRING YOUR OWN GENERATION OR CO-LOCATION. UM, AND THAT'S GONNA BE REFLECTED IN THE REVISION REQUESTS. SO WE THINK OF THEM AS TWO SEPARATE ISSUES. WE'RE GONNA KIND OF TALK ABOUT THEM SEPARATELY HERE. UM, AND PROBABLY GOING FORWARD, UM, SO, AND I CAN'T REMEMBER IF IT WAS JEFF OR, OR SOMEWHERE IN OUR EARLIER DISCUSSION, WE, WE COVERED THE APPROACH, WHICH IS GONNA BE, WE'RE GONNA FILE REVISION REQUESTS THAT TRY TO ADDRESS THESE ISSUES. UM, AND THEY'LL BE COVERED THROUGH SEPARATE SETS OF REVISION REQUESTS THAT WILL BE MODULARLY, KIND OF ABLE TO CONNECT WITH THE MAIN BATCH ZERO REVISION REQUESTS. AND IF WE'RE ABLE, AND THERE'S CONSENSUS, WE'RE ABLE TO MOVE IT FORWARD ON THE SAME TIMELINE, THEN THAT'S THE TARGET. UM, BUT THEY'LL BE DESIGNED IN SUCH A WAY THAT THEY, THEY PLUG INTO EACH OTHER, BUT THEY'RE NOT DEPENDENT ON EACH OTHER. UM, AND SO THE, THE GOAL WILL BE TO, TO TRY AND MOVE FORWARD TOGETHER. SO HERE'S OUR CURRENT THINKING ON THE CLR, UH, NPR, AND, UH, POTENTIALLY BIGGER WOULD BE REVISION REQUESTS THAT KIND OF HAVE THESE MAIN PIECES THAT WE ARTICULATED IN THE LAST WORKSHOP THAT WE FEEL WOULD BE NEEDED FOR THIS CONCEPT TO BE VIABLE. UM, WOULD BE ALLOW, YOU KNOW, THE FIRST PIECE WOULD BE ALLOW A LARGE LOAD TO DECLARE ITS INTENT TO REGISTER AS A CLR AND BE TREATED ACCORDINGLY IN THE STUDY PROCESS. THE SECOND PIECE WOULD BE TO CREATE A BINDING FRAMEWORK THAT WOULD REQUIRE THE LARGE LOAD TO REGISTER AS A CLR ONCE OPERATIONAL AND TO HAVE SOME SORT OF EXIT PATH OUT OF THAT. SO, UM, I THINK THE DETAILS OF THAT ARE STILL BEING THOUGHT ABOUT, BUT THAT I THINK IS A REALLY KEY PIECE FROM ERCOT THINKING IS THAT IF THERE'S CREDIT FOR BEING A CLR AND PLANNING, THERE NEEDS TO BE AN OBLIGATION TO ACTUALLY BECOME A CLR IN OPERATION. UH, THE THIRD KIND OF TEMP POLE OF THIS REVISION REQUEST WOULD BE, UM, ADDITIONAL OR UPDATED SCED METHODOLOGY TO ENSURE THAT THE CLR IS DISPATCHED TO, UH, RESOLVE CONSTRAINTS IN REAL TIME OPERATIONS AND NOT, UM, INSTEAD ALLOW THE, THE CONSTRAINT TO JUST VIOLATE. UM, AND THAT'S AGAIN, YOU KNOW, WE'RE, WE'RE WE CREDITED THAT WE COULD SOLVE THE [02:45:01] CONSTRAINT WITH THE CLR IN PLANNING AND, YOU KNOW, THERE NEEDS TO BE A WAY TO ENSURE THAT HAPPENS. SO, UM, YOU KNOW, I THINK WE'LL, WE'LL HAVE MORE DETAILS TO SHARE ON THAT ONE AS WELL IN FUTURE WORKSHOPS. UH, AND THEN FINALLY, UM, SOME, SOME CLEAR DEFINITION ABOUT HOW THE CLR WILL BE TREATED IN OTHER PLANNING ASSESSMENTS TO ENSURE THAT TRANSMISSION IS, UH, ULTIMATELY BUILT TO SERVE IT. UM, SO, YOU KNOW, I THINK THAT KIND OF HIGHS UP WITH THE POTENTIAL EXIT CRITERIA. UM, YOU KNOW, BUT WE, WE, UH, THE, I THINK THE THINKING IS THAT THE, THE CLR WOULD BE LOCKED IN FOR SOME PERIOD OF TIME OR UNTIL SOME SYSTEM CONDITIONS EXIST, AND THEN WOULD HAVE A PATH OUT IF IT, IF IT ELECTED TO DO SO. UM, I'M GONNA GO THROUGH THE NEXT SLIDE AND THEN WE CAN, I, I SAW WE GOT, WE GOT. OKAY. ALRIGHT. UH, SO THEN TURNING TO THIS, THIS CONCEPT OF BRING YOUR OWN GENERATION. SO THIS WOULD BE A SEPARATE SET OF REVISION REQUESTS, UM, THAT HAVE THESE, YOU KNOW, KIND OF FOUR TEMP POLLS. UM, FIRST WOULD BE TO CREATE A DEFINITION OF, YOU KNOW, WHAT, WHAT DO WE MEAN TECHNICALLY BY THE, THE PHRASE THAT WE KIND OF HEAR OFTEN WHEN AROUND THIS TOPIC, WHICH IS, YOU KNOW, THE, THE LOAD IS NEVER SEEN FROM THE GRID OR, UM, YOU KNOW, NEVER GONNA HAVE TO BE SERVED. WELL, YOU KNOW, WE NEED TO GET INTO THE PHYSICS OF THAT. WHAT DOES THAT REALLY MEAN? WHAT ARE THE REQUIREMENTS AROUND THAT? UM, AND, YOU KNOW, ASSOCIATED OBLIGATIONS, I THINK THAT'S THE FIRST THING WE HAVE TO DEFINE IS, IS WHAT DO WE MEAN THERE? UM, WE NEED TO DEFINE IF THERE ARE EITHER SOME STUDIES THAT WERE REQUIRED FOR, YOU KNOW, FREESTANDING LOADS IN THE BATCH THAT ARE STILL NEEDED, EVEN IF THEY'RE LOCATED WITH GENERATION OR IF THERE ARE ADDITIONAL, UH, STUDIES SCENARIOS THAT MIGHT NEED TO BE, UH, INCLUDED FOR THIS SETUP. AGAIN, YOU KNOW, ESPECIALLY AROUND, UH, A STABILITY TYPE ASSESSMENT, UM, YOU KNOW, WE, THE DETAILS ARE GONNA BE IMPORTANT THERE. UM, YOU KNOW, ONE, ONE QUESTION THAT, THAT WE HAVE, UH, HAD AS WE'VE DIGESTED THE FEEDBACK WE'VE RECEIVED HERE TOO, IS AROUND, UM, YOU KNOW, THE, THE ALLOWED MODES OF PARTICIPATION OF THAT GENERATION IN THE MARKET. YOU KNOW, IF THAT LOW GENERATION IS BEING CREDITED TO THE LOAD, UM, YOU KNOW, DO WE NEED ADDITIONAL RULES THERE? UH, I THINK THAT'S, THAT'S STILL TO BE DETERMINED. AND THEN FINALLY, UH, THIS WAS, YOU KNOW, GOING BACK TO THE EARLIER DISCUSSION, UM, YOU KNOW, HAVING A LINK BETWEEN A MORE FORMAL LINK BETWEEN THE LARGE LOAD AND THE GENERATION INTERCONNECTION, UH, REQUEST. I THINK THAT THAT'S, AGAIN, ANOTHER, UM, KIND OF IMPORTANT COMPONENT OF THIS, THAT IF, YOU KNOW, THE, UNDER THE CURRENT PROCESS, THERE REALLY IS NO DIFFERENT TREATMENT OF GENERATION LOCATING WITH, WITH LOAD OR LOAD LOCATING WITH GENERATION. AND SO THERE, THERE DOESN'T NEED TO BE THAT, THAT FIRM LINK, BUT IF, YOU KNOW, IF THE BRING YOUR OWN GENERATION TYPE PROJECT IS GONNA BE ASSESSED DIFFERENTLY IN PLANNING, THEN THERE, YOU KNOW, THERE NEEDS TO BE THAT LINK. AND SO, UM, YOU KNOW, WE'RE, WE'RE STILL THINKING ABOUT THAT, BUT, UH, YOU KNOW, THERE IS THE POTENTIAL FOR ALLOWING, YOU KNOW, IF THERE'S MULTI STAGES OF THE GENERATION, UH, BUILD OUT, THEN POTENTIALLY LOAD COULD KIND OF COME ON, YOU KNOW, CONCURRENTLY WITH THAT. UH, AND, YOU KNOW, POTENTIALLY IS THERE AN EXIT PATH AFTER SOME AMOUNT OF TIME. I THINK THOSE ARE, ARE TOPICS THAT ARE, ARE STILL BEING DISCOVERED, DISCUSSED. SO, UM, BEFORE I MOVE OFF THE SLIDE, I'M JUST GONNA EMPHASIZE AGAIN, THE INTENT IS TO BRING EACH OF THESE TOPICS AS SEPARATE REVISION REQUESTS, BUT THAT WOULD TIE TOGETHER WITH THE OVERALL BATCH ZERO REVISION REQUESTS THAT WE'RE, WE'RE PUSHING FOR THE JUNE BOARD. IF WE CAN MOVE THEM ON ALONG IN THE SAME TIMELINES, THEN, THEN THAT'S GREAT AND, YOU KNOW, WE'RE, WE SUPPORT THAT. BUT, UH, THAT, THAT'S THE PLAN THERE. OKAY. UH, OH GOSH, WE'RE ONLY ON NUMBER FOUR. OKAY. I'M GONNA TRY AND GO A LITTLE FASTER SO WE CAN GET OUT HERE BY ONE. UM, OKAY. SO CLARITY AROUND, UH, ALLOCATIONS AND HOW THAT ALIGNS WITH R-T-P-R-P-G. I THINK WE'VE, WE'VE TALKED ABOUT THIS A LOT ALREADY. ERCOT HAS HEARD THE FEEDBACK. WE UNDERSTAND THE CONCERN HERE, UH, AND THE IMPORTANCE TO ALL STAKEHOLDERS. AND WE, WE SHARE THAT GOAL OF THIS OVERALL PROCESS RESULTING IN CERTAINTY FOR, FOR ALL PARTIES. SO, UM, WE'LL HAVE MORE TO SHARE ON THAT AT A FUTURE WORKSHOP. UM, ELIG, UH, ELIGIBILITY FOR BATCH ZERO IA FINANCIAL GATES. UM, SO, YOU KNOW, I THINK THIS IS ANOTHER AREA WHERE, UM, WITH THE, THE GUIDANCE AT THE LAST OPEN MEETING, UH, THE CRITERIA WE SHARED IN THE LAST WORKSHOP REALLY ISN'T VALID ANYMORE. SO WE'RE GONNA, UH, CONTINUE TO CONSIDER WHAT WE GOT IN FEEDBACK, THE UPCOMING RULEMAKINGS SENATE BILL SIX, YOU KNOW, THE OTHER FACTORS WE TALKED ABOUT, UM, AND WE WILL, UH, BRING FORWARD, YOU KNOW, CLEAR CRITERIA IN THE NEXT REVISION REQUEST. UH, OKAY, SO THERE WE DID GET SOME TECHNICAL [02:50:01] QUESTIONS. THE FIRST ONE WAS AROUND STABILITY MODELS, UM, AND, UH, THE STABILITY STUDY PROCESS. UH, STAKEHOLDERS, WERE LOOKING FOR SOME CLARITY AROUND, UM, YOU KNOW, WHETHER THE STABILITY SCREENING AND, AND LATER STABILITY STUDY THAT WE, WE TALKED ABOUT IN OUR SLIDES ON THE LAST WORKSHOP COULD RESULT IN CHANGES TO THE MEGAWATT ALLOCATIONS. UM, AND THEN THE OTHER QUESTION WAS AROUND, YOU KNOW, CLARITY ABOUT WHAT YOU KNOW WOULD BE REQUIRED FOR MODEL QUALITY AND VALIDATION. I'M GONNA TAKE THOSE IN REVERSE ORDER. UH, SO THE, THE STABILITY MODELS, UM, BECAUSE, YOU KNOW, WE, WE NEED MORE CLARITY EVEN IN THE CURRENT PROCESS AROUND THESE MODELS. UH, YOU KNOW, WE, WE'VE HAD A, A MARKET NOTICE THAT HAS, UH, EXISTED SINCE LAST JUNE REQUIRING THE DWG LARGE LOAD SURVEY AND DYNAMIC MODELS, UM, FOR CURRENT INTERCONNECTION REQUESTS. UH, WE ARE ALSO EXPECTING A PIG TO BE SUBMITTED IN THE NEAR FUTURE THAT WILL PROVIDE, UM, YOU KNOW, MUCH MORE ROBUST LANGUAGE AROUND THAT. UH, AND, UH, THAT WILL BE GOING THROUGH THE STAKEHOLDER PROCESS KIND OF INDEPENDENTLY OF THE BATCH BECAUSE AGAIN, UH, THAT CLARITY IS NEEDED IN THE CURRENT PROCESS. UM, AND SO THAT WOULD BE APPLICABLE TO THE BATCH PROCESS AS WELL. UM, IS THOSE MODEL QUALITY REQUIREMENTS, UM, ONTO THE STABILITY SCREENING. UH, YOU KNOW, I THINK THE, THE MOST IMPORTANT ISSUE THAT WE ARE CONCERNED ABOUT IS VOLTAGE STABILITY. UM, AND SO, UH, THERE WILL BE THAT SCREENING ASSESSMENT DURING THE, UH, BATCH STUDY PROCESS. UM, BUT THE, THE THINKING IS AT THE MOMENT THAT THE SUBSEQUENT STABILITY ANALYSIS WOULD NOT IMPACT THE MEGAWATT ALLOCATIONS. IT'S REALLY DETERMINING IF THERE'S ADDITIONAL, UH, REACTIVE DEVICES THAT MIGHT NEED TO BE, UH, IN PLACE TO SUPPORT, BUT IT WOULDN'T, UH, RESULT IN A, A LIMITATION ON THE LOAD. OKAY. SEQUENCING. SO I THINK WE'VE TALKED ABOUT THIS ONE A LOT TODAY. UM, YOU KNOW, WE'VE HEARD THE FEEDBACK AGAIN ABOUT, UH, YOU KNOW, SCREENING THE STUDY PROCESS, THE TIMELINE, AND WHO'S ACCOUNTABLE AND RESPONSIBLE AT EACH STEP. UH, YOU KNOW, WE'RE WORKING WITH THE TSPS CLOSELY TO DETERMINE WHAT'S POSSIBLE HERE AND, UH, DIVISIONAL RESPONSIBILITIES. SO I THINK, UH, THE NEXT WORKSHOP WILL, WILL HAVE A LOT MORE DETAIL TO SHARE THERE. UM, DEPOSITS, COST ALLOCATIONS, DROPOUTS. UM, SO WE'VE HEARD TODAY WE'VE HEARD, YOU KNOW, THAT THE LAST WORKSHOP, YOU KNOW, THERE NEEDS MORE TO BE MORE CLARITY AROUND, UH, WHO PAYS FOR UPGRADES, HOW DEPOSITS ARE TREATED. UM, I THINK FOR, FOR THESE, UH, MOST OF MY ANSWERS ARE, ARE GONNA BE RELATED, YOU KNOW, BACK TO THE COMMISSION. SO, UM, SB SIX, UH, DIRECTS THE COMMISSION TO EVALUATE TRANSMISSION COST ALLOCATION METHODS. UM, 58, 4 80, UH, ONE AS WELL AS 58 4 84 ARE THE, THE PROJECTS THAT THAT KIND OF SPEAK TO THAT. UM, SAME WITH THE TREATMENT OF, EXCUSE ME, UH, TREATMENT OF, UH, DEPOSITS FOR TRANSMISSION UPGRADES. UM, YOU KNOW, I DON'T, I DON'T SEE THAT AS AN ISSUE THAT'S GOING TO BE RESOLVED THROUGH OUR REVISION REQUESTS. UM, THAT'S REALLY THROUGH THE, THE RULEMAKING. UM, AND THEN FINALLY, REALLOCATION, UH, IF LOAD DROPS OUT, WE ALREADY HAD A LITTLE DISCUSSION ON THAT TODAY. WE'LL CONTINUE TO THINK ABOUT THAT, UM, AND, UH, DETERMINE, YOU KNOW, WHEN AND HOW THAT, THAT REALLOCATION MIGHT TAKE PLACE. UH, AND, YOU KNOW, ADDRESS IT THROUGH THE REVISION REQUESTS. ALRIGHT, WE'RE, I KNOW, I SEE WE GOT A QUEUE BUILDING IF EVERYONE CAN JUST HOLD ON. WE GOT FOUR MORE AND THEN WE'LL, WE'LL TAKE QUESTIONS. UH, THIS ANOTHER KIND OF, UM, WE'VE GOT A LOT OF QUESTIONS AROUND WHY APPROVAL DATES, UH, WERE USED AS ELIGIBILITY FOR BATCH ZERO CRITERIA. UM, JUST A, A NOTE ON OUR HIGH LEVEL THINKING, THE APPROVAL DATES, WE CONSIDERED THOSE AS AN OBJECTIVE METRIC THAT REPRESENTED PROGRESS THROUGH THE CURRENT PROCESS. UM, AND SO THAT'S WHY THOSE WERE CHOSEN. UH, YOU KNOW, WE DID RECEIVE A LOT OF COMMENTS ABOUT, YOU KNOW, QUESTIONS ABOUT WHETHER, YOU KNOW, THERE, THERE WERE UNFAIRLY DISADVANTAGING CUSTOMERS THAT HAD SOME SORT OF DELAY FROM THE TSP SIDE OR FROM THE ERCOT SIDE. AND, AND, YOU KNOW, I, I THINK IT, IT'S REALLY HARD TO MEASURE THAT OBJECTIVELY. SO THAT'S WHY WE CHOSE THE, UH, UH, METRICS THAT WE DID. HOWEVER, UH, THIS IS ANOTHER CASE WHERE THE CHANGES SINCE THE LAST WORKSHOP REALLY KIND OF RENDER THAT MOOT. SO, UH, WE WILL, UH, HAVE, UH, MORE DISCUSSION ON THIS AT THE NEXT WORKSHOP. UH, TRANSPARENCY, UH, WE'VE, WE'VE HEARD YOU LOUD AND CLEAR ON THE NEED FOR TRANSPARENCY. UM, WE AGREE THAT THERE, THERE NEEDS TO BE NOT ONLY MORE TRANSPARENCY, BUT A SINGLE SOURCE OF INFORMATION SO THAT THERE'S NOT A GAME OF TELEPHONE GOING BETWEEN CUSTOMER ERCOT [02:55:01] AND TSPS. UM, AND SO WE'RE, WE'RE KIND OF THINKING ON THIS ON A TWO TRACK APPROACH. SO IN THE NEAR TERM, WE'RE LOOKING AT HOW WE MIGHT SHARE SOME PERIODIC STATUS REPORTS THAT CAN BE THEN SHARED WITH THE CUSTOMERS. UM, SO THAT YOU, YOU GET THIS VIEW OF KIND OF HERE'S HOW ERCOT SEES YOUR PROJECT AT THE MOMENT. UM, AND THEN AS A LONG-TERM SOLUTION, WE'VE INITIATED DEVELOPMENT OF A SELF-SERVICE PORTAL SIMILAR TO RIO. IT MAY NOT BE EXACTLY RIO, BUT ALONG THOSE LINES WHERE THE, THERE'S A PLACE TO SUBMIT INFORMATION AS WELL AS A PLACE TO SEE WHERE YOUR PROJECT STANDS. UM, AND SO, UH, THAT THAT'S THE LONG-TERM THINKING KING, UM, LOAD ALLOCATION METHODOLOGY. UH, THERE WAS, UH, SOME QUESTIONS AROUND A REQUESTING CLEARER EXPLANATION ABOUT HOW LOAD ALLOCATION MIGHT BE DONE IN UNDER DIFFERENT SCENARIOS. UM, I WILL POINT BACK TO, THERE WAS A SLIDE IN OUR, UH, FEBRUARY 3RD PRESENTATION THAT DID KIND OF GIVE AN EXAMPLE OF HOW WE'RE THINKING ABOUT THAT. BUT THE, THE HIGH LEVEL FEEDBACK THERE IS WE'RE, WE'RE THINKING THAT THE LOAD ALLOCATION WITHIN A BATCH WILL BE REALLY BASED ON THE IMPACT THAT THE LARGE LOAD CUSTOMER HAS ON THE CONSTRAINTS THAT ARE IDENTIFIED WITHIN THE BATCH. SO, UM, YOU KNOW, A LOAD THAT IS MORE IMPACTFUL WOULD LIKELY SEE, UH, YOU KNOW, GREATER LIMITATION IN THE NEAR TERM THAN, THAN A, UH, A CUSTOMER THAT'S LESS IMPACTFUL. BUT AGAIN, IF, YOU KNOW, IF YOU WANT, WANNA GET INTO THAT IN A LITTLE BIT MORE DETAIL, GO, GO BACK TO THE, THE SLIDES FROM OUR LI UH, PRESENTATION OF THE FEBRUARY 3RD WORKSHOP. OKAY. LAST BUT NOT LEAST, UH, QUESTIONS AROUND, UH, GOOD USE OF GOOD CAUSE EXCEPTION. THIS ONE, UH, GIVEN THE, THE GUIDANCE FROM THE FEBRUARY SIX OPEN MEETING IS, IS ALSO KIND OF MOOT AT THIS POINT. WE WILL BE PURSUING BATCH ZERO THROUGH REVISION REQUEST PROCESS. YEP. ALRIGHT, SO LEMME JUST MAKE A COUPLE STATEMENTS AND WE'LL OPEN UP FOR QUESTIONS IF YOU DON'T MIND GOING TO THE NEXT SLIDE. AG MM-HMM . YOU SAVE ME A WALK TO. YEAH, THERE WE GO. OKAY. SO WE HAVE A LONG JOURNEY ON ALL THESE TOPICS. UM, WHAT AG JUST TOUCHED ON, IF YOU DIDN'T CATCH IT, THE FIRST PART WAS TIMING. WE FOUND THAT TIMING WAS A BIG DEAL. RETROACTIVE DATES ARE BAD. YOU KNOW, THERE'S A LOT OF THINGS THAT WE HEARD. SO AS WE DEVELOP THE NPR, WE'RE GONNA BE THINKING ABOUT DATES AND APPROVALS OF WHAT DOES IT LOOK LIKE AND IT WILL BE LIKELY IN PROTOCOL LANGUAGE. SO IT'S ALL HERE TO LOOK AT WHEN IT'S ABOUT THINGS LIKE WHAT DOES THE WALK DOWN ON THIS LOOK LIKE? IT'S THE IDEA OF THIS NPR WOULD SAY, WELL WHAT DOES IT MEAN IN TERMS OF CRITERIA TO GET INTO THE BATCH? AND THEN ONCE IT'S IN THE BATCH, WHAT'S ERCOT ROLE? WHAT'S THE TSPS ROLE? HOW DOES THIS OUTPUT THEN HAVE A SELECTION AND A DROPOUT THING? AND DO YOU UD IT OR NOT? AND THEN DOES THIS FEED INTO THE RPG PROJECTS? AND IF IT DOES OR IF THEY DON'T, THEN THEY, HOW DO THEY FEED BACK? SO WE'RE TRYING TO WALK THROUGH ALL OF THAT RIGHT NOW AND THAT'S WHY THE WORKSHOP'S SHORT TODAY 'CAUSE WE'RE GOING IN A ROOM TO BEAT UP A WHITEBOARD. BUT WHAT WE COULD USE YOUR HELP ON IS IF YOU KNOW OF A WAY, FOR EXAMPLE, I'M NOT GONNA LOOK AT PEOPLE AS I SAY THIS, IF YOU KNOW HOW TO DEFINE THIS NEW CONTROL LOAD RESOURCE, PLEASE DO. BECAUSE CURRENT PROTOCOLS DON'T SUPPORT WHAT WE'RE LOOKING AT. I WOULD CALL THIS A LIMITED CLR BECAUSE WE WOULD ENTER A CLR INTO THE SYSTEM THAT'S ZERO MEGAWATTS AND THAT THEY'RE ALLOWED TO WANDER OFF THAT ON OFF PEAK TIMES. BUT IF THEY DO, THEY HAVE TO HAVE AN OFFER CURVE THAT REPRESENTS A FINANCIAL POINT AT WHICH THEY'LL NEVER OPERATE. SO IF THERE'S A CONSTRAINT, IT'LL BACK IT DOWN, SCHEDULE BACK 'EM DOWN TO ZERO AND PARK 'EM THERE. WELL, THERE'S A LOT OF SHIFT FACTORS, COSTS, AND PRICES THAT NEED TO BE CONSIDERED OR ALGORITHMS TO CONSIDER. AND WHETHER OR NOT YOU WANT TO START TO PUT A PENCIL TO PAPER ON THINGS LIKE THAT, THAT WOULD BE FANTASTIC. AND TO AGGIE'S POINT, AND ARE THEY CLRS FOREVER OR DO THEY PHASE OUT? SO IF YOU WANNA PULL, I JUST RATTLED OFF THE BATCH ZERO THREAD, NOW IT'S THE CLR THREAD. AND THEN I'LL PIVOT. LOOK AT, NOT LOOK AT SOMEONE ELSE COGEN THREAD. WHAT DOES IT LOOK LIKE IF IT'S A COGEN, WOULD THEY EVER OPERATE INJECTING OR WITHDRAWING? AND HOW DO WE ARREST A SIGNIFICANT EVENT BEHIND THE FENCE TO GET IT? SO THERE'S ALL THESE LAYERS. SO WHAT I DON'T WANT TO PROMISE IS AG MADE IT SOUND LIKE YOU DIDN'T, IT WAS MY SLIDE, SORRY, I, WE MADE IT SOUND LIKE THAT WE'RE GONNA COME FORWARD ON MARCH 4TH WITH ALL THESE IDEAS AND WE DON'T HAVE 'EM ALL YET. SO WE'RE GONNA FOCUS ON THE BATCH PROCESS, BUT WHEN IT COMES TO CLRS, WE NEED HELP ON WHAT THAT CAN LOOK LIKE. OLD DAYS IT WOULD BE A T AND T WHITE PAPER. SOMEBODY GOES OUT AND WHIPS THAT THING OUT, OPEN TO GROUPS DOING THAT. WE'RE NOT GONNA TRY TO ORGANIZE THAT, BUT YOU HAVE THE RIGHT, UM, SO FOR THOSE TWO TOPICS, SO I JUST WANNA LET YOU KNOW IF YOU'RE LIKE, WHAT CAN I BE DOING TO HELP THOSE ONE-OFFS ARE THINGS THAT WE COULD USE HELP ON. AND THEN WE JUST NEED SOME SPACE TO WORK THROUGH THE, UH, THE PLANNING PIECE AND HOW THIS FITS TOGETHER. RPG, AND WE ARE TALKING TO THE WIRES COMPANIES ALSO TO SEE HOW THIS FITS. SO, UM, THAT BEING SAID, WE CAN STILL GET BACK TO THE QUESTIONS AT HAND, ALTHOUGH I SAW YOU PERK UP ON ONE THING THERE. CLAY, GO AHEAD. WELL, PICKER 1 34 HAS BEEN IN PROCESS FOR SEVERAL MONTHS [03:00:01] NOW. A LOT OF THESE QUESTIONS THAT YOU'RE ASKING HAVE BEEN ANSWERED AND THAT'S OKAY. YOU CAN POINT TO THAT. BUT I'M SAYING MECHANICALLY BE THINKING ABOUT HOW THIS ALL FITS. ABSOLUTELY. YEP. THE MAIN THING YOU'RE NEEDING IS CONTRACT CONTRACTUAL, YOU KNOW, BINDING CONTRACTS. YEP. SOME OF THE THINGS THAT YOU DON'T HAVE CURRENTLY ON THE CLR. YEP. JUST WORKING THROUGH THE DETAILS. EXACTLY, EXACTLY. AND, AND I THINK THAT WE'VE GOT A PATHWAY FORWARD ON THAT AS WELL. WE CAN, WE CAN DO THAT AS BIGGER 1 34 AND YOU WOULDN'T EVEN HAVE TO DO AN NPRR ON THAT IF YOU PREFER. WELL, WE'RE JUST LOOKING AT DRAFT LANGUAGEY STUFF AND PRINCIPLES AND THOUGHTS TO GET INTO. SO I, WHETHER WE START WITH RED LINES FROM THAT, BUT THANK YOU FOR CONNECTING THE DOTS. 1 34 IS ONE PLACE TO START FROM, BUT THAT'S OKAY. UM, SO ALSO, UM, EVAN, DID YOU WANNA SHARE ONE? NO, LET ME COME BACK TO YOU ON THIS PIECE, ON, ON THE PROTOCOL STUFF. SO LET'S WORK THE QUEUE. I'M GONNA STOP AT 10 MINUTES TILL, OKAY. SO WE HAVE 20 MINUTES OF JUST QUESTIONS AND ANSWERS ON WHATEVER YOU WANT FROM TODAY. I'M GONNA LAND ON THIS SLIDE OF WHAT'S ERCOT PIECE OF GETTING THIS OUT. TAC LEADERSHIP IS STILL WEIGHING IN ON HOW THIS FITS TOGETHER, UH, TO MOVE FORWARD. SO, UH, WORK IN THE QUEUE. WE'LL START WITH BILL BARNES. SO ON THE CLR TOPIC, WHAT WILL BE VERY HELPFUL IS TO CLEARLY DEFINE WHAT ERCOT WILL ACCEPT AND CONSIDER AS A CLR VERSUS ONE THAT HAS GENERATION. WE'VE TALKED TO MORE THAN A HANDFUL OF DEVELOPERS, CUSTOMERS THAT THINK THEY'RE ACL R, BUT THEY'RE RELYING ON GENERATION LIKE A BATTERY. IF ERCOT IS GOING TO ACCEPT THAT AS ACL R, LIKE A NON-MODEL, IT'S, IT'S A, YOU KNOW, BEHIND THE SCENES BACKUP MORE OF A BACKUP GEN TYPE OF FACILITY OR BATTERY SYSTEM THAT THAT'S NOT GOING TO BE REVEALED TO ERCOT IN SOME WAY. AND IT JUST LOOKS LIKE IT'S PART OF THE LOAD THAT REDUCES THE LOAD. WE NEED TO KNOW VERY CLEARLY IF ERCOT IS GONNA ACCEPT THAT AS ACL R. 'CAUSE I, I THINK THAT'S MOST OF WHAT I'M, WE'RE SEEING THAT'S OUT THERE. AND I KNOW IN SOME DISCUSSIONS I'VE HAD WITH ERCOT, WHICH IS ERCOT, FOLKS I'VE TALKED TO ARE NOT HERE, THEY SAID THAT IS NOT ACL R. SO JUST CLEARLY DEFINE WHAT YOU ARE CONSIDERING AS A CLR WILL BE VERY HELPFUL. THANKS. VERY GOOD, THANK YOU. ALRIGHT, NEXT IS SHANNON. COULD WE GO BACK TO SLIDE 11? I'VE KIND OF GOT A QUESTION AND THEN MAYBE A COMMENT ON THIS. ON THE FIRST SUB BULLET, THE CRETE CREATED DEFINITION THAT CAPTURES THE TECHNICAL REQUIREMENTS NEEDED FOR SOME OR ALL THE LARGE LOAD TO QUOTE, NEVER BE SEEN BY OR SERVED BY THE GRID. MY QUESTION IS THIS, IS THAT MEANT TO BE A SCENARIO YOU'RE THINKING ABOUT LOOKING AT? OR ARE YOU THINKING THAT IS THE ONLY SCENARIO YOU'RE LOOKING AT UNDER THIS BEHIND THE METER AND THEN I CAN ASK OR COMMENT? YEAH, SHANNON, I CAN TAKE THAT ONE. UM, YEAH, SO THERE'S DEFINITELY AN AREA, UH, UH, AN ASPECT OF SUMMARIZING TO FIT IT ONTO A SLIDE. UM, SO YOU KNOW, WE, AT OUR PRESENTATION FOR THE FEBRUARY 3RD WORKSHOP, WE LAID OUT FOUR SCENARIOS AND EVEN THOSE WERE NOT COMPREHENSIVE. SO, YOU KNOW, I THINK WE WOULD CONSIDER WHETHER, YOU KNOW, A PORTION OF THE LOAD COULD NEVER BE SEEN BY THE GRID OR YOU KNOW, WHETHER OR NOT IT'S A LOAD THAT IS, UM, ONLY SERVED FROM THE GENERATION UNDER NORMAL OPERATING CONDITIONS, BUT MAY NEED SOME TIME TO EXECUTE CONTROLLED SHUTDOWN IF THE GENERATION'S NOT THERE. AND THINGS THAT IT IS REALLY MEANT. YOU KNOW, I THINK THE TRICKIEST ONE FROM A TECHNICAL PERSPECTIVE IS THE SOME OR ALL THE LOAD IS IS NEVER SEEN BY THE GRID. AND I THINK WE'LL NEED TO DEFINE WHAT THAT MEANS. YEAH, WHEN I THINK OF THAT ONE, IT TRULY NEVER THEN REALLY WHAT'S OUR CUT SAYING, IF IT'S NEVER, NEVER, THEN IT'S AN ISLAND. MM-HMM . SO I'M HOPING FOR SURE THAT YOU'RE LOOKING AT THE GRID CONNECTED, BUT YOU'RE BRINGING GEN AND LOAD AND SYNCHRONISM AND ALMOST JUST SIMPLISTICALLY ASSUME YOU'VE GOT FIVE, 100 MEGAWATT GENERATORS ON AN N MINUS ONE OR, AND IF THERE WAS NO GRID CAPACITY AVAILABLE BEFORE YOU CAME, IT WOULD SEEM TO ME THAT ON A GRID CONNECTED ONE ON A G MINUS ONE, SO YOU'VE LOST ONE OF THE, UH, FIVE, 100 MEGAWATT GENERATORS. IF WE DO THIS RIGHT, YOU SHOULD BE ABLE TO STILL SERVE 400 MEGAWATTS OF LOAD ON A G MINUS ONE N MINUS ONE SECURE BASIS. SO IF YOU'ALL ARE AT LEAST LOOKING AT THAT TYPE OF SCENARIO, I THINK THAT'S GOING TO BE ONE OF THE MORE COMMON MODES BECAUSE JUST GOING AND BUILDING SOMETHING THAT'S TOTALLY ISLAND NEVER CONNECTS. THOSE ARE, THOSE ARE NOT, THEY'RE THERE BUT THEY'RE VERY UNIQUE GENERATORS WANNA BE CONNECTED LOADS WANNA BE CONNECTED, THE GRIDS WORTH SOMETHING. YEAH. THAT'S MAYBE WHY AG G IS POINTING BACK TO THOSE SCENARIOS TO MAKE SURE WE BUILD THE RULES TO ADDRESS THE SCENARIOS. YEAH. AND, AND AND I I WOULD ALSO ADD THAT, [03:05:01] YOU KNOW, IN SCOPE OF BYOG IS SYNCHRONOUSLY CONNECTED LOAD END GENERATION. ALRIGHT, NEXT QUESTION OR COMMENT, UH, BROTH. YEAH, MORE OF THE COMMENT. UH, I THINK IF ERCOT CAN COME BACK NEXT WEEK AT THE LLWG TO EXPLAIN MORE ABOUT RTP AND ESPECIALLY THE 26 RTP VERSUS HOW WE ARE GOING TO CORRELATE WITH BAD STUDIES WOULD BE SUPER USEFUL BECAUSE THE APRIL 1ST DEADLINE FOR RTP TO FIRM UP IS COMING UP. SO WE JUST WANT TO KIND OF UNDERSTAND THAT DOWNSIDE OF NOT BEING RTP LOADS. SO THAT'S ONE. SECOND ONE IS, I KNOW WE HAVE A LOT OF WORKSHOPS SCHEDULED, SO IF YOU CAN KIND OF FOCUS ON ONLY SPECIFIC TOPICS FOR EACH WORKSHOP, I THINK THOSE WILL BE SUPER PRUDENT IN MY OPINION THAN A LOT OF COVERING WIDE RANGE OF TOPICS. TWO THINGS. YEAH, SO, UM, I, I THINK ON, ON THE FIRST PART, NOT GONNA HAVE THAT AT LOWG, UM, HOPE TO HAVE THAT AT THE FEBRUARY 26TH WORKSHOP, BUT, BUT I WOULD SAY WHAT HAPPENS WITH RTP IS INDEPENDENT, LIKE YOU, YOU SHOULDN'T DO ANYTHING SPECIAL FOR THE RTP BASED ON WHAT MAY OR MAY NOT HAPPEN WITH THE BATCH. I THINK THAT THAT'S REALLY INDEPENDENT. OKAY. SO THESE LOADS WILL CONTINUE TO GO THROUGH THE, UH, BIGGER ONE 15 PROCESS RIGHT NOW? YES. IT DOESN'T MATTER IF THEY'RE FIRMED UP IN RTPR. OKAY, THANKS. ALRIGHT, NEXT IS SAM CHUNG. HI, SAM CHUNG FROM EPE. UM, ONE COMMENT AND A QUESTION ON SLIDE 14, DYNAMIC STUDIES. UM, I GUESS I JUST WANTED TO SAY THAT PLEASE TAKE INTO ACCOUNT THAT LIKE EARLY SUBMISSION OF DYNAMIC DATA, UH, WHICH IS GOING TO BE REQUIRED OFTEN LEAD TO DEVELOPERS, UH, SUBMITTING A GENERIC DYNAMIC MODELS BASED ON, YOU KNOW, NERC RECOMMENDED PARAMETERS OR LIKE A DEFAULT PARAMETERS RATHER THAN LIKE THE ACTUAL BEHAVIOR OF THE EQUIPMENT. I THINK IT'LL BE IDEAL TO HAVE SOME WAY, UH, TO GET AROUND THAT MAYBE HAVE SOME SORT OF LIKE, UM, VENDOR OR EQUIPMENT SPECIFICATION AT THE TIME OF THE INTERCONNECTION REQUEST, AS YOU KNOW, AS THAT'LL SHOW THAT THE VENDOR IS SERIOUS. I MEAN THE, THE DEVELOPER IS SERIOUS, THEY'RE SHOWING THE OPERATIONAL READINESS AND PROBABLY HAVE SOME FINANCIAL, YOU KNOW, COMMITMENT IN THERE AS WELL. SO THAT'S JUST ONE COMMENT THERE. AND THEN THE SECOND IS ON THE LOAD ALLOCATION ON SLIDE 19, UM, THE LOAD ALLOCATION METHODOLOGY PRESENTED IN THE FEBRUARY 3RD WORKSHOP SLIDES, UH, WERE ONLY VALID ON THERMAL CONSTRAINTS AND I BELIEVE THE STAKEHOLDER FEEDBACK WERE LIKELY ON THE VOLTAGE AND SYSTEM STABILITY SIDE. UM, I GUESS WHEN ERCOT FINALIZE THIS ALLOCATION METHODOLOGY, UM, CAN ERCOT SCHEDULE LIKE A TECHNICAL WORKSHOP THAT, UM, FOR, YOU KNOW, THOSE WHO PERFORM THE STABILITY, MAYBE LIKE TSPS OR CONSULTANTS CAN ATTEND OR YOU KNOW, ANYONE ACTUALLY, BUT, UM, YOU KNOW, TO, TO SEE I GUESS HOW ERCO WOULD ALLOCATE THE, THE MEGAWATTS BASED ON VOLTAGE AND SYSTEM AND CONVERGENCE VIOLATIONS. YEAH, AND SAM, TO YOUR LAST POINT, WE'RE DEFINITELY THINKING ABOUT DIFFERENT THEMES OR DIFFERENT VERSIONS OF THE WORKSHOP. KINDA LIKE PERSON SAID THAT WE NEED TO HAVE AN ORDERLY CRITERIA SO PEOPLE CAN FOCUS ON CRITERIA FOR TWO HOURS, OTHER PEOPLE ON DIFFERENT PIECES. SO YEAH, SO NOTED. THANK YOU FOR THAT. BUT YES, THERE'S MORE WORK TO BE DONE ON THOSE OTHER CONSTRAINTS. THANK YOU. YOU BET. UH, BOB, YEAH, TOUCHING ON SAM'S COMMENTS A MINUTE AGO ON THE DWG AND DYNAMICS, I THINK WE REALLY NEED TO THINK CAREFULLY ABOUT THAT. SLIDE 14, UM, THIS, THIS EQUIPMENT THAT'S GOING TO BE INSTALLED. SOME OF IT IS, YOU KNOW, FOUR YEARS FROM THE TIME YOU'RE SUBMITTING THE DATA THAT EQUIPMENT HAS NOT BEEN INVENTED YET. UM, SO I THINK SOME KIND OF, IT WILL BE BETTER THAN THIS, YOU KNOW, CRITERIA, UM, IS PROBABLY APPLICABLE. AND THEN EVEN THAT EQUIPMENT THAT HASN'T BEEN INVENTED YET, IT'S GONNA BE CHANGED OUT CONTINUOUSLY AS WE GO ALONG. SO THOSE DYNAMIC STUDIES ARE NEVER TRULY GONNA BE ACCURATE. SO I THINK WE REALLY NEED TO THINK ABOUT SOME SORT OF, YOU WILL BE BETTER THAN THIS. AND THEN WHEN YOUR EQUIPMENT IS ACTUALLY BROUGHT ONLINE, SOME SORT OF UPDATE THAT REFLECTS WHAT'S REALLY INSTALLED AND THEN AN ONGOING, YOU KNOW, WE'RE WE'VE CHANGED OUT 20% OF THE EQUIPMENT, IT NOW LOOKS LIKE THIS. I THINK WE NEED TO REALLY THINK THROUGH THAT. THANKS. ALRIGHT. THINK BOMB. ANDRES. HI, SANDRA WITH CYPRESS CREEK. CAN YOU GO BACK TO SLIDE? UH, IT'S ACTUALLY THAT ONE, UM, QUESTION ON THAT LAST SENTENCE THAT YOU GUYS HAVE. UH, SUBSEQUENT STABILITY ANALYSIS WILL NOT RESULT IN REDUCTION OF MEGAWATT ALLOCATION. WILL THAT STILL BE TRUE IF THE NEXT, IF THE QSA DETERMINES A GTC IS NEEDED OR A GTC NEEDS TO BE UPDATED? I'M JUST CURIOUS IF THAT STATEMENT WILL STILL BE TRUE. S SO, UM, I I THINK THAT, [03:10:01] THAT THAT IS TRUE FROM A, THIS IS WE ARE GOING TO PLAN FOR THAT LOAD. UM, HOWEVER, THAT, UM, I THINK I HAD A SLIDE ON THIS AT THE LAST WORKSHOP, THAT THAT DOES NOT MEAN THAT THE LOAD MAY NEVER BE SUBJECT TO BEING CURTAILED IN REAL TIME. AS YOU KNOW, O OPERATIONS NEEDS TO MAINTAIN RELIABILITY AND THEY WILL DO WHATEVER'S NECESSARY TO MAINTAIN RELIABILITY. SO IF THERE'S A SITUATION THAT COMES UP IN REAL TIME, UH, IN WHICH THEY NEED TO CURTAIL THE LOAD, THEN THEY WILL CURTAIL THE LOAD FOR STABILITY PURPOSES OR ANY OTHER PURPOSES. THANK YOU. UH, THANK YOU NED. YEAH, THANK YOU. MATT, UH, BROUGHT MY COMPUTER JUST TO GET IT RIGHT, NOT 'CAUSE I HAVE SOMETHING LENGTHY. BULLET FOUR, SLIDE 11. YOU MENTIONED, UH, YOU WANT TO PREVENT LOADS FROM ENERGIZATION UNTIL THE GENERATION COMES UP. I THINK IN MOST CASES THESE LARGE LOWS ARE GONNA BE COMING UP IN PHASES WITH LIMITED MEGAWATTS AND THEN RAMPING UP OVER TIME. RIGHT? SO THE QUESTION IS, IS THAT TRULY WHAT YOU MEAN? AND IF SO, IT IS NOT IN THE CASE OF SANDEL LAKES RANCH, I SHOULD HAVE IDENTIFIED MYSELF, BUT, UM, WE'LL BE MEETING A HUNDRED PERCENT OF THE NEEDS OF OUR LOAD. BUT WHAT DO YOU DO IF YOU'RE ONLY MEETING 50% WITH YOUR GENERATION? THIS WOULDN'T EVEN QUALIFY. SO I THINK MAYBE THIS IS THE FINE ART OF TRUNCATING A BULLET TOO MUCH. OKAY. YEAH, JUST WANT TO CONFIRM. YEAH, SO, SO I'LL JUST I'LL, I'LL MAKE A COUPLE COMMENTS HERE. SO YES, THEY, YOU KNOW, AS, AS, UH, WITH MY RESPONSE TO, UM, BILL'S QUESTION, YOU KNOW, THERE WERE MORE SCENARIOS, OR MAYBE IT WAS SHANNON, SORRY, WHOEVER ON THIS ROOM THAT I MISSED THERE. UM, THERE WERE MORE SCENARIOS WE PRESENTED IN THE FEBRUARY 3RD SLIDE DECK, AND EVEN THOSE WERE NOT COMPREHENSIVE. YOU KNOW, THE, THE INTENTION, MAYBE A WAY DIFFERENT WAY TO SAY WHAT WE GOT UP ON THE SCREEN HERE IS FOR THE PORTION OF THE LOAD THAT IS SERVED BY THE NEW COATED GENERATION, THERE NEEDS TO BE THAT LINK BECAUSE POTENTIALLY, AND AGAIN, THE DETAILS ARE STILL BEING WORKED OUT. THAT'S THE SECOND BULLET THERE. HOW DO WE ASSESS THAT IN PLANNING? POTENTIALLY WE MAY NOT ASSESS ALL THE SCENARIOS WE WOULD'VE ASSESSED IF IT HAD BEEN SERVED FROM JUST THE TRANSMISSION SYSTEM WITH THE ASSUMPTION THAT GENERATION IS, IS SERVING THE LOAD. AND SO IF THAT TURNS OUT TO BE HOW IT IS, YOU KNOW, DESCRIBED IN THE, THE REVISION REQUEST, THEN THAT GENERATION WOULD NEED TO ACTUALLY BE THERE TO SERVE THAT LOAD BEFORE THAT LOAD COULD COME ON THE SYSTEM. AND I THINK THAT'S, THAT'S REALLY WHAT WE'RE TRYING TO ARTICULATE THERE, IS THAT FOR THAT PORTION OF LOAD THAT'S SERVED BY GENERATION, IF IT IS GETTING CREDIT FOR THAT IN THE PLANNING ASSESSMENTS, THE GENERATION HAS TO BE THERE BEFORE THE LOAD CAN COME ON BECAUSE WE HAVE NOT, EITHER WE HAVE NOT ASSESSED OR WE HAVE ASSUMED THE GENERATION IS THERE TO SERVE THAT LOAD AND IT'S NOT BEING SERVED BY THE TRANSMISSION SYSTEM. OKAY. SO THAT'S A STU IT'S A COMPONENT OF THE STUDY ITSELF. OKAY. COULD, COULD YOU STILL WEAVE IN IF IN OUR CASE WE'VE GOT 1200 MEGAWATTS OF POWER, 1200 MEGAWATTS OF LOAD, IF THEY COME IN AND SAY WE NEED A HUNDRED MEGAWATTS TO GET KICKED OFF AND ENCORE SAYS FINE, WHICH I KNOW LIZ ALWAYS SAYS FINE. UM, THEN, UH, UH, SORRY, LIZ, I I DON'T SEE WHY THAT WOULD BE AN IMPEDIMENT. SO THERE, THERE'S NOT GONNA BE A PROHIBITION, THEY PUT IT ANOTHER WAY. THERE'S NOT GONNA BE A PROHIBITION ON THE LOAD COMING UP WITH A HUNDRED MEGAWATTS IF ENCORE SAYS WE CAN SERVE A HUNDRED MEGAWATTS. IS THAT CORRECT OR IS THAT NOT CORRECT? I, I DON'T THINK THAT'S BEEN DEFINED YET. OKAY. UM, YOU KNOW, CERTAINLY HAVING MULTIPLE SCENARIOS IN THE STUDY INTRODUCES COMPLEXITY AND, UH, UH, I I JUST DON'T THINK WE'VE DETERMINED HOW WE'RE GONNA, HOW WE'RE GONNA TREAT THAT. OKAY. THANK YOU. NO PRESSURE. LIZ IS, THANKS NED. ALRIGHT, PRASHANT, GO AHEAD. HEY, UH, THIS IS PRASHANT FROM BLACK MOUNTAIN. UM, I HAVE A FOLLOW UP, UH, COMMENT ON WHAT BAR ASKED REGARDING THE PILS TO BE INCLUDED IN THE BATCH PROCESS. UM, PRASHANT, I'M SORRY TO INTERRUPT, BUT I I'M HAVING A HARD TIME HEARING YOU. COULD YOU, UH, MAYBE SPEAK A LITTLE CLOSER TO YOUR MICROPHONE? SO, SORRY. CAN, CAN YOU HEAR ME NOW? YES, THAT'S BETTER. OH, SORRY. UM, SO I WANNA FOLLOW UP ON MY PREVIOUS COMMENT REGARDING WHAT LOADS GET ADDED TO THE BATCH PROCESS. UH, OUR COMMENT IS BASICALLY THE, WHATEVER THE LOADS THAT GETS FROM RTP INTO THE BATCH PROCESS SHOULD MEET THE SAME CRITERIA AS BATCH, UH, ZERO PRO, UH, PROJECTS. UH, BECAUSE THAT COULD HAVE SIGNIFICANT IMPACT ON BATCH ZERO PROJECTS IF THERE ARE SEVERAL GIG OUT OF RTP PROJECTS THAT HAVE NOT GONE THROUGH THE STUDIES BUT GETS INCLUDED IN THE BATCH PROCESS. SO THAT'S ONE COMMENT THAT WE HAVE. AND ONE QUESTION I HAVE IS, WOULD THE BADGE ZERO PROCESS, I, I KNOW THE PREVIOUS BADGE ZERO, UH, DID NOT, WILL NOT RECOMMEND ANY UPGRADES, UH, WOULD THE BADGE ZERO UPCOMING ONE WOULD RECOMMEND TRANSMISSION UPGRADES? YEAH, SO, UH, TO TO YOUR SECOND QUESTION, THE [03:15:01] INTENT IS FOR THIS BATCH ZERO THAT WILL BE DEFINED THROUGH THE REVISION REQUEST TO BE A MORE COMPREHENSIVE STUDY THAT WOULD CONSIDER TRANSMISSION UPGRADES. SO THINK SOMETHING CLOSER TO THE BATCH ZERO B THAT WE DESCRIBED AT THE LAST WORKSHOP. NOT SAYING IT'LL BE EXACTLY LIKE THAT, BUT THAT THAT WOULD BE CLOSER TO THE SCOPE THAT WE'LL, WE'LL LIKELY, UH, PROPOSE. ALRIGHT, THANK YOU SAM. SAM, BRANDON. HEY SAM. BRANDON WITH AG AGENTIC, UM, WITH RESPECT TO THE NECESSARY, UH, REVISION REQUESTS THAT WILL BE NEEDED FOR CLRS AND BYOG, I'M, I'M KIND OF TRYING TO READ BETWEEN THE LINES A LITTLE BIT. IT SOUNDS LIKE, YOU KNOW, THE EXISTING, UH, STAKEHOLDER SUBMITTED RULE REQUESTS OR REVISION REQUESTS HAVE BEEN ONGOING FOR A LITTLE BIT NOW, IT SOUNDS LIKE ERCOT STAFF IS A BIT HESITANT TO SAY THAT THOSE EFFORTS, UM, CAN HELP INFORM WHAT THE GO FORWARD REVISION RE REQUESTS MIGHT NEED TO BE. SO IN TERMS OF JUST, YOU KNOW, BEING AS PRODUCTIVE AS POSSIBLE TO HELP ADVANCE SOME OF THESE ISSUES, UM, IS THERE, IS THERE AN ALTERNATIVE THAT'S MORE PRODUCTIVE THAN WORKING WITH THESE EXISTING REQUESTS? BECAUSE I THINK YEAH, BECAUSE I THINK LIKE FOR THE, YOU KNOW, OFFER MITIGATION THAT'S ALREADY GONE THROUGH THE CONGESTION MANAGEMENT WORKING GROUP IN SOME FORM OF DISCUSSION AND THEN BIGGER 1 34 HAS BEEN OUT THERE FOR A WHILE WITH STAKEHOLDER FEEDBACK. SO YEAH, NO, GOOD POINT. SO SORRY I WENT OFF SCRIPT. I HAVEN'T KEPT UP WITH WHAT ALL IS GOING ON IN THOSE OTHER REALMS, SO THANKS FOR A POKING THE RIGHT DIRECTION AND A LOT OF OTHER PEOPLE ARE INVOLVED. UM, WE'VE BEEN MORE INVOLVED IN THE PLANNING GROUP ON THIS PIECE, SO THANK YOU FOR THAT. SURE. UM, DEFINITELY ONE KEY THING IS IF IT POINTS TO A PIGGER THAT'S A HUNDRED PAGES LONG AND IS WOVEN INTO EVERYTHING IS SOMETIMES SEEING THE FOREST FOR THE TREES. IF WE JUST HAVE A WHITE PAPER THAT SAYS HERE'S THE KEY ELEMENTS OF WHAT IT IS AND HOW TO, HOW IT SHOULD INCORPORATE, THAT HELPS TOO. I'M NOT ASKING FOR ANOTHER DELIVERABLE, UM, I'M JUST HELPING FOR SMART THOUGHTS IN ONE PLACE SO WE CAN HAVE A GOOD CONVERSATION ABOUT IT WHEN WE GET TO THE MEETING. SO, UM, ERCOT STARTING WITH A BLANK. I I AM STARTING WITH A BLANK PIECE OF PAPER IN SOME AREA, SO JUST WANTED TO ACKNOWLEDGE THAT. THANKS. GOTCHA. NO, SUPER HELPFUL. AND SORRY, ONE QUICK FOLLOW UP IS JUST, I'M SORRY TO SAM, BUT I, I WANT TO ADD ON A LITTLE BIT TO, TO WHAT MATT HAS SAID. YOU KNOW, I I THINK ONE THING THAT WE, WE DO WANT TO CONVEY THROUGH THIS SLIDE IS THAT, YOU KNOW, THESE ARE I THINK FOUR OF THE MOST IMPORTANT PRINCIPLES THAT ANY REVISION REQUEST WOULD NEED TO CONTAIN IN ORDER TO REALLY FULLY ADDRESS THE CLR ISSUE. AND YOU KNOW, I THINK THERE'S BEEN, P 1 34 HAS BEEN BROUGHT UP A FEW TIMES IN THIS, THIS MEETING AND I, I THINK WHETHER THAT IS THE VEHICLE OR, OR, OR I THINK OUR THINKING IS MORE ALONG THE LINES OF AN ERCOT SPONSORED REVISION SET OF REVISION REQUESTS, BUT THEY NEED TO ADDRESS THESE FOUR, FOUR AREAS AND UH, YOU KNOW, I DON'T, I HAVE NOT SEEN ANYTHING OUT IN THE STAKEHOLDER PROCESS THAT CURRENTLY DOES, SO NO, THAT'S HELPFUL. YEAH, AND AT THE END OF THE DAY WE JUST WANNA, YOU KNOW, BE AS PRODUCTIVE AS POSSIBLE AND WORKING THROUGH THE RIGHT CHANNELS TO, TO ANSWER ALL THESE QUESTIONS. SO THAT MAKES SENSE. AND THEN MY QUICK FOLLOW ON TO THAT SAME THREAD WAS FOR THE BYOG CONCEPT, UH, PREVIOUSLY, YOU KNOW, WE TALKED ABOUT THIS G MINUS ONE N MINUS ONE, UM, CONSTRAINT ON THE SCENARIO THREE CASE FOR THAT. AND SO IS THE CURRENT UNDERSTANDING THAT IF YOU HAVE A CO-LOCATED PROJECT THAT GETS CAUGHT BY A G MINUS ONE N MINUS ONE IS, IS IT THAT THERE WERE JUST BECAUSE THAT'S A, YOU KNOW, TT L PLANNING CASE, WOULD THAT STILL NEED TO, WOULD THE UPGRADES SET RESOLVING THAT CONSTRAINTS STILL NEED TO BE MADE BEFORE THAT PROJECT'S APPROVED TO ENERGIZE? OR IS IT SUGGESTING THAT PROJECT WOULD BE ABLE TO ENERGIZE AND THEN CURTAIL IF G MINUS ONE N MINUS ONE EXISTED IN REAL TIME? YEAH, I THINK THAT LA LATTER ONE IS WHAT WE'RE TRYING TO EXPLORE. IS THERE A WAY TO LOOK AT THESE SITES DIFFERENTLY? SO WE'VE STUDIED 'EM TRADITIONALLY TO WHERE IF A GEN IS NEXT TO A LOAD, WE STILL HAVE TO STUDY THEM AS IF ONE FAILS AND THE OTHER DOESN'T. SO WHAT DOES THE WORLD LOOK LIKE IF YOU LINK THOSE TWO TOGETHER OPERATIONALLY AND CONTRACTUALLY TO WHERE WHEN YOU LOSE PART OF ONE, YOU LOSE PART OF THE OTHER AND IT'S A NET ZERO RISK TO THE SYSTEM. SO I THINK THAT'S WHAT OTHER ISOS ARE TRYING TO FIGURE OUT TOO. SO WE'RE AGAIN OPEN TO THOUGHTS ON HOW TO DO THAT. OKAY. SO YEAH. ALRIGHT IAN, AND WE'RE COMING UP. I WOULD JUST SAY I'M WATCHING THE CLOCK, SO PEOPLE MAY JUMP IN THE QUEUE BUT THEY MAY NOT GET TO THE MICROPHONE. SO IAN, YOU'RE NEXT. AND THEN CLAYTON. THANKS IAN HALEY, MORGAN STANLEY. UM, A COUPLE THINGS FOR THIS MOVING FORWARD, NOT ON PARTICULAR CRITERIA, UM, BUT WE'VE HAD A LOT OF CONVERSATIONS IN NARCO RECENTLY ABOUT WORD SET MEETING AND I THINK THIS MIGHT BE ANOTHER PLACE WHERE WE JUST NEED SOME NEW WORDS. UM, I THINK WE NEED TO DIFFERENTIATE A LITTLE BIT MORE IN THESE CONVERSATIONS BETWEEN WHAT WE'RE TRYING TO DECIDE IN BATCH ZERO VERSUS THE LATER BATCHES. AND [03:20:01] THEN I ALSO THINK WE NEED TO HAVE A CONVERSATION ABOUT WHAT CAN WE GET INTO BATCH ONE AND WHAT ARE NICE TO HAVES IN BATCH TWO PLUS. UM, I UNDERSTAND THERE IS A LOT OF DESIRES FOR SPECIAL THINGS, BUT THOSE MAY HOLD UP THE PROCESS AND PEOPLE PROBABLY, IF THEY REALIZE THEY'LL HOLD UP BATCH ZERO, BATCH ONE, ET CETERA, WILL BE MORE WILLING TO LET THAT GO INTO BATCH TWO, ET CETERA. UM, ON THE CRITERIA, UM, OF HOW THESE DECISIONS ARE BEING MADE ON THE BRIGHT LINES, I'M HOPING ERCOT CAN GIVE US THE BOOKENDS OF WHAT THEY CONSIDERED AND WHY THEY, AND WHY THEY CONSIDER THOSE THE BOOKENDS. UM, WHETHER THAT JUST BE DATA TO SHOW US, YOU KNOW, XX MEGAWATTS ARE AVAILABLE AT THIS TIME, IF WE USE THIS DATE, X MEGAWATTS ARE INCLUDED THIS TIME, IF WE USE THIS DATE. UM, AND I LEAN THAT IN BECAUSE OTHER ISOS GO THROUGH THIS PROCESS A LITTLE DIFFERENTLY. THE STAKEHOLDER PROCESS, THEY USE ALMOST LIKE A MAD LIBS PROCESS WHERE YOU FILL IN, YOU KNOW, YOU WANT THIS PART FOR HERE AND THIS PART FOR HERE. AND AS A TAC MEMBER, THAT'S WHEN I'M GONNA HAVE TO DO AT THE END OF THE DAY. SO A SINGLE NPRR THAT HAS CRITERIA ALL OVER THE PLATE, UM, I SHOULDN'T SAY IT THAT WAY, A SINGLE NPR THAT HAS MAYBE A DOZEN PIECES OF CRITERIA OF WHAT GETS INCLUDED IN BATCH ZERO WILL DRIVE US ATTACK MAT BECAUSE WE WILL HAVE DIFFERENT PEOPLE DEBATING DIFFERENT THINGS. SO IF WE UNDERSTAND THOSE BOOKENDS, WE TAKE AWAY CONVERSATIONS THAT DON'T NEED TO HAPPEN. AND BY HIGHLIGHTING WHAT THOSE CRITERIA PIECES ARE THAT ARE ABLE TO BE MOVED, WE CAN ACTUALLY HAVE CONVERSATIONS ABOUT WHAT THEY ARE, UM, AND WHAT THEY COULD BE. AND THEN I APOLOGIZE. ONE OTHER THING IS JUST IF CRITERIA LEANS ON OTHER CRITERIA, THAT IS SOMETHING, UH, A STAKEHOLDERS WILL NEED TO UNDERSTAND IF WE MOVE A B NEEDS TO BE MOVED AS WELL, THINGS LIKE THAT. SO THANK YOU VERY MUCH FOR ALL THE WORK ON THIS SO FAR. YEAH, VERY GOOD. AND YOU REMINDED ME MAYBE AS WE'RE TACKLING SOME OF THESE ISSUES OVER THE NEXT SIX WEEKS, IT'S THAT'S A BATCH ONE OR A, A STEADY STATE BATCH PROCESS TO WORRY ABOUT. LET'S GET PARKING LOT THAT ONE FOCUS ON THE PARK, FOCUS ON BATCH ZERO. I THINK THAT'D BE GREAT. I THINK, UM, GETTING THE BATCH PROCESS OFF THE GROUND IS THE MOST IMPORTANT THING. YEP. SORRY JEFF, GO AHEAD. FINISH YOUR THOUGHT. I I THINK GETTING THE BATCHES OFF THE BATCH PROCESS OFF THE GROUND AND STABLE IS, IS THE MOST IMPORTANT THING. AND THEN ADDING ON, UM, BELLS AND WHISTLES, ACCESSORIES, WHATEVER YOU WANNA CALL IT AFTERWARDS IS A GREAT THING TO DO, BUT AFTER WE GET IT UP AND STEADY. YEAH, AND, AND SOMETHING THAT, UM, I, I DON'T KNOW THAT WE EXPLICITLY STATED THIS, SO, SO LET ME UH, STATE IT NOW SO IT'S CLEAR. WE, WE ARE ENVISIONING FOUR SETS OF REVISION REQUESTS HERE. SO, SO THERE WILL BE A BATCH ZERO AND I SAY SET AGAIN, IT MAY BE, MAY BE A SINGLE NPRR OR MAYBE AN NPRR AND AGER THAT, THAT'S STILL UNDER DISCUSSION. BUT A, THERE WILL BE A BATCH ZERO SET OF REVISION REQUESTS WILL BE AN ONGOING OR STEADY STATE OR WHATEVER YOU WANNA CALL IT. THERE WILL BE A SET REVISION REQUEST FOR THAT. THERE WILL BE A, UH, CO-LOCATED SLASH BRING YOUR OWN GENERATION SET OF REVISION REQUESTS AND THERE WILL BE A SET OF REVISION REQUESTS. SO THERE'S WHAT THOSE, THOSE ARE THE FOUR THAT I HAVE IN MIND. THANK YOU SO MUCH JEFF. I DID NOT APPRECIATE THAT. THAT'S GREAT TO HEAR. HEY MATT. ALRIGHT. YEAH. BARK SEAL. GO AHEAD. SORRY. BARK SEAL GETS THE CUT LINE. I APOLOGIZE. I TRY TO BE QUIET AS MUCH AS POSSIBLE, BUT IAN, I'M NOT SURE THAT THAT I'M GONNA CONTRADICT YOU, BUT YOU SAID, I THINK I HEARD YOU SAY THE MOST IMPORTANT THING IS TO GET THE BATCH ONE RIGHT. AND I'M JUST GONNA SAY THE MOST IMPORTANT THING IS TO GET BATCH ZERO TO THE JUNE BOARD MEETING BAR. ANYTHING ELSE? SORRY, MARK. SAY, WHAT I MEANT WAS IS TO GET THE BATCH BATCH PROCESS CORRECT AND I, THE JUNE BOARD MEETING IS NON-NEGOTIABLE FOR, FOR WHAT I HEARD ON FRIDAY. SO THAT'S NOT EVEN A CONSIDERATION. IT HAS TO BE DONE AND I APPRECIATE THAT. THANK YOU. YEP. THANK YOU MARKDALE. ALL RIGHT, SO WE'RE DONE THE LAST FOUR PEOPLE, CLAYTON, THEN SUMA, ARUSHI, AND GIDEON. AND AT THAT POINT, I'LL, TRYING TO WRAP IT UP, CLAYTON, TWO PIECES, UH, ONE ON IAN'S COMMENTS, UM, PROBABLY THE MOST CONTROVERSIAL ISSUE IS GONNA BE WHO GOES IN BADGE ZERO. AND SO I DON'T THINK THAT'S A DECISION THAT NEEDS TO BE MADE HERE. I THINK THAT WHAT WE NEED TO, WHAT WE ARE RESPONSIBLE FOR HERE IS TO FRAME UP IDEAS, PUT THOSE IN FRONT OF THE COMMISSION AND LET THEM WEIGH IN. I, I THINK THAT'S THE APPROPRIATE PLACE FOR THAT. I THINK THAT SOLVES MOST OF THE PROBLEMS. THE OTHER PROBLEM IS GONNA BE YOU LIKE THE, THE ALLOCATION PIECE AND [03:25:01] THAT GETS INTO THIS WHOLE, UH, RPG OUTSIDE OF, YOU KNOW, IF, IF YOU COME UP, IF YOU RUN THE BATCH, I MEAN JUST USING WHAT WE HAVE TODAY, YOU RUN THE BATCH, YOU GET ALL OF THESE UPGRADE PROJECTS, YOUR, YOUR COST ALLOCATION'S GONNA, AND YOUR TIMELINES MORE IMPORTANTLY ARE GONNA BE BASED ON THAT. NOW YOU GO INTO AN RPG PROCESS AND YOU SAY, WELL, INSTEAD OF DOING THESE 10 UPGRADES, I CAN PUT IN ONE LINE THAT LINE'S NOT GONNA HAVE THE SAME TIMEFRAME AS THOSE 10 UPGRADE PROJECTS. SO NOW SOMEBODY'S TIMELINE JUST GOT CHANGED THAT YOU'VE ALREADY GIVEN THEM ALLOCATION OF MEGAWATTS FOR THE, THE PROJECTS, THOSE UPGRADE PROJECTS WENT INTO THE NEXT BATCH. NOW THAT'S GONNA PROVIDE DIFFERENT RESULTS THAN THAT LINE UPGRADE WOULD PROVIDE. MM-HMM . SO I MEAN IT'S, THERE'S THESE THINGS COMPOUND. THAT'S WHY I'M SAYING THAT WE NEED TO SPEND SOME QUALITY TIME ON THIS POST-PROCESSING. AND THEN ON THE ALLOCATION PIECE AS WELL, YOU, YOU KNOW, HOW MUCH SOMEBODY USES THE LINE, IS THAT JUST BASICALLY A SHIFT FACTOR ALLOCATION? BECAUSE A LINE THAT'S NEEDED FOR ONE OF OUR PROJECTS PROBABLY HAS A NEAR ZERO SHIFT FACTOR ALLOCATION UNDER NORMAL OPERATIONS, BUT UNDER CERTAIN CONTINGENCIES IT HAS, YOU KNOW, I GUESS, I GUESS A MORE MATERIAL AMOUNT. SO, YOU KNOW, IT'S LIKE THEN, THEN YOU GET INTO, OKAY, WHICH CONTINGENCY ARE YOU GONNA USE? ARE YOU GONNA USE THE MOST LIMITING FOR THE ENTIRE SYSTEM? MOST LIMITING FOR EACH PROJECT? I MEAN, YOU GET INTO THIS, YOU KNOW, ACCOUNTING NIGHTMARE. SO JUST THROW THAT OUT THERE. THANK YOU. UH, SUMA, THEN RUHI, THEN GIDEON. YEAH. THANK YOU. UM, I, I THINK SOMEBODY ELSE ALREADY ASKED THIS QUESTION AND I HEARD JEFF'S COMMENT ON IT THAT YOU WON'T BE READY FOR NEXT WEEK'S LLWG, UM, TO DISCUSS ANYTHING ABOUT THE 2026 RTP WITH RESPECT TO LARGE LOADS. I UNDERSTAND THAT, BUT MY QUESTION IS MORE ABOUT THE MARKET NOTICE THAT CAME OUT YESTERDAY OR GOT REQUESTING TD TSPS T DSPS, UM, TO INCLUDE LARGE LOADS WITH MEETS THE CRITERIA OF 58 4 80. UM, AND WE RECEIVED A NOTICE FROM OUR TS P REQUESTING THE SAME. UM, WE'LL LEONARD CART MAKE A NOTE OF THIS AND MAKE SURE THAT, UM, THAT'S NOT ONE OF THE CRITERIA THAT WILL BE INCLUDED WHEN Y'ALL COME UP WITH A DRAFT ON, WHAT SHOULD THAT CRITERIA BE FOR BATCH ZERO OR BATCH ONE? SO NOT SURE I UNDERSTAND THE QUESTION. UM, SO WE HAVE A DEADLINE OF END OF MARCH TO RESPOND BACK TO TSP ON IF WE WANT TO, IF WE ARE GONNA MEET THE CRITERIA FOR 58 4 82 BE INCLUDED IN 2026 RTP, UM, HOWEVER, ERCOT PROBABLY DON'T HAVE WHAT THAT CRITERIA IS GONNA LOOK LIKE BECAUSE PREVIOUSLY LAST WORKSHOP WE HAD FEBRUARY 3RD, UM, IF THEY ARE PART OF THE 24 25 RTP, THEN THEY STRAIGHT GOING TO THESE BAT ZERO EIGHT. RIGHT. SO WILL THAT BE A CRITERIA? YEAH, IT'S, I I, AGAIN, I WOULD SAY THE RTP IS I THINK SEPARATE FROM, SO THINK, THINK OF RTP AS THAT CRITERIA FOR 2026 RTP IS SEPARATE FROM BATCH. SO, SO WHATEVER THE 58 4 80 RULE SAYS FOR THAT 2026 RTP COMPLIANCE PLAN, THAT THAT IS APPLICABLE TO THAT 2026 RTP. UH, I THINK IT'S TO BE DETERMINED IF WE WILL USE THAT OR SOMETHING DIFFERENT FOR THE BATCH PROCESS. I THINK IT'S REALLY, I WOULD REALLY JUST, YOU KNOW, FOR THE 2026 RTP, I WOULD SAY FOCUS ON WHAT THE RULE SAYS AND AND FOLLOW THAT AND THEN HOW WE THINK ABOUT THAT AND THE BATCH PROCESS, YOU KNOW, I THINK THAT'S SEPARATE AND TO BE DETERMINED. SO THERE IS A CHANCE THAT IF WE ARE NOT GONNA BE INCLUDED IN 2026 RTP, THEN WE MAY NOT GO INTO BATCH ZERO OR BATCH ONE WHEN IT GETS DETERMINED AND, AND VICE VERSA. I'M SORRY. AND, AND VICE VERSA. I MEAN IT'S, YEAH, I, I THINK IT'S, UM, I THINK WE'RE NOT SURE IF, IF THAT IS RELEVANT FOR THE BATCH OR NOT. GOTCHA. ALRIGHT, THANK YOU. HEY, I KNOW IT'S ONE O'CLOCK, BUT JEFF, YOU JUST MADE A LOT OF PEOPLE HAVE A LOT OF QUESTIONS AND I THINK IT'S WORTH BEING CAREFUL ABOUT THAT ANSWER. YEP. UM, SO THERE'S EMAILS ABOUT INCLUSION AND BATCH. I MEAN IN THE RTP PROCESS THAT HAVE GONE OUT FROM ONE OR MORE UTILITIES RECENTLY, THAT IS THE TALK OF THE TOWN. AND, AND SO RIGHT NOW THERE'S NOT A SPECIFIC PLAN TO SAY THAT INCLUSION IN THE BATCH PROCESS IS DEPENDENT ON, UH, INCLUSION [03:30:01] IN THE RTP, RIGHT? IS THAT A, IS THAT ALSO TRUE? THAT THAT IS TRUE. OKAY. YEAH. SO IF I MAY SINCE, YEAH, ENCORE IS ONE OF THE UTILITIES THAT'S SENT OUT ONE OF THOSE LETTERS IN CASE WE WEREN'T AS CLEAR AS WE TRIED TO BE, WE ARE NOT IN A, WE ENCORE ARE NOT IN A POSITION TO MAKE ANY PROMISES ABOUT WHAT INCLUSION IN THE 2026 RTP LOAD FORECAST GETS A CUSTOMER. RIGHT. WHAT WE HAVE SAID IS, PLEASE DO THIS BECAUSE WE THINK IT'S IMPORTANT FOR PURPOSES OF THE RTP, BUT WE UN WE UNDERSTOOD IT THE WAY JEFF JUST DESCRIBED IT, WHICH IS RIGHT NOW THERE IS NOT A CLEAR LINE OF SIGHT BETWEEN THE 2026 RTP LOAD FORECAST AND THE BATCH STUDY PROCESS AND THE ULTIMATE AWARD OF CAPACITY. MAKES SENSE. THERE'S SOME UNCERTAINTY, BUT IT'S ENTIRELY POSSIBLE FOR A WORLD TO EXIST WHERE THERE'S CRITERIA TO INCLUDE IN THE BATCH THAT IS SEPARATE AND DISTINCT FROM INCLUSION IN THE RTP. YES. OKAY. ALRIGHT. AHI, GO AHEAD. AND THIS, I'M GONNA HAVE TO CUT OFF THE LAST THREE. SO IT'S AHI, GIDEON, SHANNON, AND THEN I'LL WRAP UP. GO AHEAD RUHI, AND IF YOU'RE TALKING, WE DON'T HEAR YOU YET. OKAY. WE'LL COME BACK TO YOU GIDEON. UM, I YIELD IT'S GETTING LATE, SO, ALL RIGHT, SHANNON, PULLING ON THE THREAD THAT JEFF, UM, OPENED UP A MOMENT AGO, AND ERIC AND, UH, LIZ COMMENTED ON, IF WE LOOK AT YOUR FEBRUARY 3RD PRESENTATION WHERE THE N ZERO B, THE RTP OR RPG WOULD BE INCLUDED, UH, IN IT, THE WAY I'D BEEN THINKING ABOUT IT, AND I COULD BE WRONG IF THE ODDS ARE I AM WRONG, SO I'D LIKE SOME CLARIFICATION IS TO GO INTO THE BATCH ZERO OR BATCH WHATEVER YOU CAN, THE CRITERIA THAT'S GONNA COME OUT OF 58 41 WILL INHERENTLY BE DIFFERENT TO GO INTO AS AN ALLOCATED LOAD. UM, VERSUS, YOU KNOW, WHEN YOU COME OUT THEN YOU'LL, SO THE QUESTION THAT WAS ASKED EARLIER, ARE THOSE GOING TO BE THE SAME? I THINK IF I'M FOLLOWING IT RIGHT, THEY'RE INHERENTLY DIFFERENT FOR THE LOADS GOING IN AS AN ALLOCATION. MY COMMENTS EARLIER ABOUT THE GOING IN AS FIRM, IF YOU'RE IN THE RTP WAS REALLY JUST PREDICATED OFF OF THE STRUCTURE Y'ALL HAD LAID OUT LAST TIME. AND ASSUMING THESE TWO ARE ABOUT GOING TO RUN IN PARALLEL, YOU'LL, I DON'T KNOW, JULY OR AUGUST, YOU'LL KICK OFF THIS ZERO, UH, BATCH ZERO AND YOU'LL PROBABLY BE PRETTY MATURE IN YOUR RTP SO THAT WHAT'S COMING OUT OF IT COULD ACTUALLY, IN THAT ONE BE UNIQUELY VALID SOLUTIONS TO BRING OVER IN THERE FOR THOSE FIRM LOADS THAT WERE IN THE RTP THAT JUSTIFIED THOSE UPGRADES. IS, AM I THINKING ABOUT THAT REMOTELY, RIGHT? OR HOW ARE Y'ALL THINKING ABOUT THAT? YEAH, SO, UM, YEAH, AND YOU KNOW, BARK, SO CORRECT ME IF, IF YOU, IF I'M NOT THINKING ABOUT THIS CORRECTLY FROM YOUR PERSPECTIVE. SO THE, LET'S SAY THE 2028 RTP LOADS WILL HAVE HAD TO HAVE GONE THROUGH THE BATCH STUDY PROCESS. SO, SO TO THINK ABOUT THE, UM, THE, THE PROCESS, SO 58 41 IS GOING TO LAY OUT SOME RULES FOR AN INTERMEDIATE AGREEMENT TO GET INTO THE BATCH STUDY. YOU WILL NEED TO MEET THAT INTERMEDIATE AGREEMENT. UM, UH, THAT WILL NOT BE SUFFICIENT TO GET INTO THE 2028 RTP. SO BATCH FIVE OR WHATEVER, YOU KNOW, WE'RE, WE'RE ON AT THAT POINT. WE, TO GET INTO BATCH FIVE, YOU WILL NEED TO MEET THAT INTERMEDIATE AGREEMENT, REQUIRE THOSE INTERMEDIATE AGREEMENT REQUIREMENTS. YOU GO THROUGH THE BATCH STUDY, AT THE END OF THE BATCH STUDY, YOU NEED TO MEET THE 58 41 INTERCONNECTION AGREEMENT REQUIREMENTS. AND ONCE YOU DO THAT, THEN THAT LOAD WILL THEN GO INTO THE PLANNING FORECAST THAT IS USED IN THE 2028 RTP. ALL THAT MAKES SENSE FOR 2028. YES. REALLY I WAS, MY QUESTION WAS AROUND 2026 IS IT WOULD APPLY TO BATCH ZERO. SO, SO A 2026, I THINK WE'RE, WE'RE IN A DIFFERENT SITUATION BE BECAUSE 58, 4 80, 58, 4 80 POINTS TO THE RULE THAT WILL BE COMING OUT IN 58 4 1 FOR WHAT, WHAT IS AN INTERCONNECTION AGREEMENT. BUT BECAUSE [03:35:01] WHEN THE 2026 RTP IS STARTING, WE, WE DON'T HAVE THAT 58 4 81 RULE AND, AND SO 58 4 80, THEY INCLUDED SORT, SORT OF AN ALTERNATIVE APPROACH FOR 2026 RTP FOR WHAT, WHAT, WHAT LOADS SHOULD BE INCLUDED BECAUSE WE DON'T, WE DON'T HAVE THIS OTHER RULE YET TO DEFINE THAT. AND, AND WE DON'T, WE DON'T HAVE THIS BATCH STUDY PROCESS. UH, YOU KNOW, WE DON'T HAVE ALL OF THAT YET. SO WHAT IS GOING INTO THE 2026 RTP IS THAT 58,480 KIND OF SPECIAL RULES. UH, BUT THAT DOES NOT MEAN THAT THOSE RULE, THOSE RULES APPLY TO 2026 TRANSMISSION STUDIES, BUT THOSE WON'T NECESSARILY APPLY TO ANY OTHER STUDIES GOING FORWARD. SO, SO IT'S POSSIBLE THAT A LOAD THAT MEETS THE 2026 RTP REQUIREMENTS AS LAID OUT IN 58 4 80 FOR INCLUSION, IT'S POSSIBLE THEY MAY NOT MEET THE REQUIREMENTS IN A SUBSEQUENT YEAR. GOT IT. AND YOU, WE'VE ALL BEEN TALKING ABOUT THIS AS IT APPLIES TO RTP, BUT I THINK WHAT YOU JUST CLARIFIED AND IS IN THAT APPROVED RULE IS FOR ANY EVEN RPG EVALUATION, UH, ERCOT INDEPENDENT REVIEW OF RPG EVALUATION OR FOR, FOR NEW, UH, SUBMITTALS, I'M PRESUMING YOU INTEND TO USE THAT SAME CRITERIA AND ANYTHING THAT'S INTER IN PROCESS ALREADY, YOU FINISH IT UNDER THE CRITERIA THAT WAS IN PLACE WHEN IT WAS SUBMITTED, OR HOW ARE Y'ALL THINKING ABOUT THAT? YEAH, THAT, I DON'T KNOW IF WE HAVE ANY TRANSMISSION PLANNING FOLKS WHO ARE ON THE PHONE THAT CAN WANT TO CLARIFY THAT. UM, COULD YOU, COULD YOU SAY IT IN AN EASY WAY, WHICH IS TBD? I THINK THAT'S THE RIGHT WAY TO SAY IT. WE ARE OKAY. THE, THE LANDSCAPE HAS CHANGED AND WE ARE FACTORING THAT IN AS WE THINK ABOUT THE BATCH STUDY PROCESS. THE RULE JUST CAME OUT ON FRIDAY. SORRY, BUILDING THE AIRPLANE. WE'RE FLYING EXACTLY. BUILDING THE AIRPLANE AS WE'RE FLYING IT. UH, BUT YEAH, THE RULE JUST CAME OUT WAS, WAS ADOPTED ON FRIDAY, AND WE ARE THINKING ABOUT HOW THAT WILL APPLY WITHIN THE BATCH STUDY PROCESS. YEAH. AND, AND RRP G YEAH, THAT'S MORE, YEAH. MORE IMPORTANTLY THE RPG. YEAH. SO, SO CIRCLING BACK TO WHAT I'D SAID EARLIER, BE BECAUSE A LOAD IS INCLUDED IN THE 2026 RTP DOES NOT NECESSARILY MEAN THAT IT WILL QUALIFY TO BE INCLUDED IN THE BATCH ZERO STUDY. IT'S TTBD. ALRIGHT, ANYTHING ELSE ON THAT? ALRIGHT, WELL THREE, THREE LAST POINTS OF BUSINESS. SO NUMBER ONE, SO, UM, LET'S SEE, HOLD ON ONE SECOND. SO ABLE TO GET THIS IN. SO IT'S THE THANK YOU. SO SOUND WAS OFF, BUT WHAT SHE SHARED IS THE IDEA, IF THE IDEA OF BRING YOUR OWN GEN IS THAT LOAD WILL CURTAIL UNDER A G MINUS ONE. SO LOSS OF GENERATOR AND A, YOU KNOW, N MINUS ONE CONTINGENCY SCENARIO. THEN B-O-I-O-G AND CLR ARE THE SAME CONCEPT IN PRACTICE. FOR THIS REASON, WHILE ERCOT SUGGESTS THAT STAKEHOLDERS TO PUT THE WORK, ALL THE WORK DONE TO DATE IN ONE WHITE PAPER CONCEPT LIST FOR AN ERCOT SPONSORED PACKAGE, WE WOULD NEED ERCOT TO OPINE VERY SOON TO GIVE A COMMON UNDERSTANDING OF WHAT THEY CONSIDER AS AN APPROPRIATE CLR CONFIGURATION AND HAPPY TO SEND THE WHITE PAPERS. OKAY, SO, NO, THANK YOU SO MUCH RUTH. ALRIGHT, SO, UM, EVAN, YOU HAD SOMETHING TO SHARE. SO WHEN WE TALK ABOUT THE NPR, THERE'S ANOTHER NPR FLOATING AROUND THAT EVAN WANTED TO SHARE AN UPDATE ON. YEP. THANKS MATT, I APPRECIATE IT. UM, EVAN LANCIA, I JUST WANT TO TALK ON BEHALF OF THE CO-SPONSORS OF NPR 1321. JUST IN ELEMENT OF FULL TRANSPARENCY, WE PLAN ON TABLING THAT FOR THE TIME BEING UNTIL WE HAVE A BETTER IDEA OF WHAT OUR CO'S PLANS ARE MOVING FORWARD WITH THIS, WHICH OF COURSE WOULD INCLUDE SEEING THEIR REVISION REQUEST LANGUAGE THAT THEY PLAN TO SUBMIT SOON. UM, JUST MATT, LIKE REALLY APPRECIATE EVERYTHING YOU'VE DONE HERE. UM, APPRECIATE SEEING ALL THE STATS LAID OUT. WOULD ENCOURAGE YOU TO, TO KEEP DOING THAT AS THIS PRO UH, PROCESS GOES THROUGH. UM, BUT YEAH, WE, WE WOULD LOVE TO KEEP USING THAT NPR AS A, AS A VENUE FOR, UH, PRODUCTIVE DISCUSSION. MM-HMM . BUT WE DEFINITELY WANNA KEEP IT TABLED UN UNTIL WE SEE WHAT Y'ALL HAVE PLANNED. THANKS. VERY GOOD. THANK YOU EVAN. ALRIGHT, SO IN TERMS [5. Next Steps on Revision Request Development] OF NEXT STEPS, UH, THIS WORKSHOP, SO IT SAYS TBD, IT IS WHAT I TALKED ABOUT EARLIER ON THAT IS MARCH, I'M SORRY, FEBRUARY 26TH. SO THURSDAY, FEBRUARY 26TH WILL BE THE BATCH PROS, BATCH WORKSHOP NUMBER THREE. AGAIN, WE'RE MAKING A STOP AT LLWG NEXT WEEK JUST TO TALK ABOUT THE FRAMEWORK THAT WE'RE KIND OF OPERATING IN. SO THAT'S NOT A SUBSTANTIVE DISCUSSION, THAT'S A SHARING WHERE WE'RE AT IF YOU'RE INTERESTED. AND THEN AGAIN, I'LL WORK TO GET THESE WORKSHOPS ONTO THE CALENDAR AS QUICKLY AS POSSIBLE FOR MARCH AS ERCOT SPONSORED, UH, WORKSHOPS. I THINK THAT'S IT. WE HAVE A FOOD TRUCK OUTSIDE. THEY LOVE IT. IF YOU GET IT THEN THEY'LL KEEP COMING BACK. SO IF YOU HIT 'EM ON THE WAY OUT, UH, WE'D APPRECIATE IT. AND THAT IS ALL WE HAVE. SO WE STAND ADJOURNED UNTIL FEBRUARY 26TH. [03:40:01] THANK Y'ALL. . I. * 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.