* 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.
          [00:00:02]
          WOW. 
          I GUESS Y'ALL SETTLED DOWN FOR, I GUESS WE'LL START NOW. 
          THAT'S GREAT. 
          NICE LITTLE EASE IN THE MOMENT. 
          GOOD MORNING. 
          MY NAME'S MATT MARINAS. 
          WELCOME TO THE THIRD WORKSHOP. 
          UH, FOR THOSE OF YOU ON THE WEBEX, WE HAVE A SMALLER GROUP IN THE ROOM. 
          PRETTY ROBUST GROUP, BUT IT'S NOT THE PACKED HOUSE. 
          IT WAS, UH, WE DO ANTICIPATE A LOT OF CONVERSATIONS TODAY. 
          SO LET ME JUST KIND OF SET THE EXPECTATIONS. 
          IF YOU'RE IN THE ROOM, PLEASE LOG INTO THE WEBEX, UH, THE WEBEX, AND IF YOU'RE ON THE WEBEX, THAT IS THE PLACE TO BE ABLE TO PUT A COMMENT INTO THE WEBEX CHAT TO SAY, I'D LIKE TO GET IN THE QUEUE. 
          AND AT THAT POINT, WHEN WE GET TO QUESTIONS IN THE PRESENTATION, WE'LL HAVE THE CHANCE TO PAUSE AND START TO RUN THROUGH THAT QUEUE OF QUESTIONS. 
          AND YOU CAN COME OFF MUTE AND ASK YOUR QUESTIONS FOR PEOPLE IN THE ROOM. 
          WE DO HAVE THE TWO CORNERS OF THE TABLE RESERVED. 
          YOU CAN WALK UP AND ASK YOUR QUESTION WHEN CALLED UPON. 
          SO AGAIN, UM, WE'VE HAD SOME LARGE QUEUE MANAGEMENT, UH, SO WORK WITH US ON THAT. 
          UH, ALSO WE WILL HAVE LUNCH FROM 1230 TO ONE 30 TODAY, IF I'M MAKING IT SOUND LIKE LUNCH IS SERVED, THAT'S NOT WHAT I MEANT. 
          THERE WILL BE A LUNCH BREAK FROM 1230 TO ONE 30 TO DO AS YOU WISH. 
          UH, AND THEN WE'LL RESUME AT ONE 30. 
          UM, AND THEN I PUT IT IN THE NOTE LAST NIGHT TO LLWG AND TO TAC MEMBERS IS THE IDEA FROM ONE 30 TO TWO 30 IS THAT WINDOW TO TALK ABOUT THE BYO BRING YOUR OWN GENERATION AND THE CONTROL BLOW LOAD RESOURCE, UM, PIECE. 
          AND WE'LL TALK ABOUT THOSE IN A MINUTE HERE. 
          UM, AND THEN THE LAST THING, UH, PEOPLE HAVE ASKED ME, WHAT DOES SUCCESS LOOK LIKE TODAY? WHAT YOU'RE GONNA HEAR TODAY, AND I HOPE THAT YOU SEE THERE'S ALREADY SOME THINGS THAT ARE HAPPENING. 
          UH, WHEN WE GET TO ABOUT SLIDE FOUR OR FIVE, IT'LL BE THE, BASED ON WHAT WE'VE HEARD, THAT IS PART OF THE PROPOSAL THAT YOU'VE SEEN ON ALL THESE OTHER SLIDES TODAY. 
          SO WE DO HAVE A LOT OF WORK TO GET THROUGH TODAY. 
          WE, UM, I THINK THERE'S A LOT OF MARGIN FOR QUESTIONS. 
          UH, THERE'S PROBABLY NOT A LOT OF, UM, GOING DOWN LOTS OF RABBIT TRAILS. 
          I'LL STILL, AS THE FACILITATOR TRY TO PULL US BACK WHEN WE'RE TRYING TO GET TO THE NEXT, YOU KNOW, KEY ELEMENTS, UH, THROUGH THE QUEUE. 
          [1. Antitrust Admonition]
SO WITH THAT, LEMME GO AHEAD AND GET US STARTED BY THROWING THE ANTITRUST ADMONITION UP ON THE SCREEN. 
          UH, TO AVOID RAISING CONCERNS ABOUT ANTITRUST LIABILITY, PARTICIPANTS IN ACTIVITIES SHOULD REFRAIN FROM PROPOSING ANY ACTIONS OR MEASURE THAT WOULD EXCEED ERCOT AUTHORITY UNDER FEDERAL OR STATE LAW. 
          FOR ADDITIONAL INFORMATION, STAKEHOLDERS SHOULD CONSULT THE STATEMENT OF POSITION ON ANTITRUST ISSUES FOR MEMBERS OF ERCOT COMMITTEES, SUBCOMMITTEES OF WORKING GROUPS, WHICH IS POSTED ON THAT ERCOT WEBSITE. 
          [2. Timeline and Workplan to get Batch Zero to June 1 Board]
ALRIGHT, UH, THE AGENDA SAYS IT ALL. 
          AGENDA ITEM NUMBER TWO, TIMELINE AND WORK PLAN TO GET BATCH ZERO TO THE JUNE BOARD. 
          SO WITH THAT, LEMME GO AHEAD AND OPEN THE PRESENTATION. 
          WE DID REPOST THIS, UH, 30 MINUTES AGO, SO YOU'LL SEE IT'S A VERSION TWO, IS THE ONE YOU SHOULD BE WORKING OFF OF. 
          DO THE SAME. 
          ALRIGHT, WE DID GO AHEAD AND JUST ADD A NOTE THERE THAT SLIDES NINE AND 38 ARE THE MAJOR CHANGES, UH, OF THE THINGS FOR MINOR EDITS. 
          SO IN TERMS OF THE AGENDA TODAY, WHAT WE'RE LOOKING TO IS THE FIRST PART WILL JUST TAKE ABOUT 15 MINUTES. 
          IT'S THE TIMELINE AND GOVERNANCE RECAP. 
          HOW ARE WE MANAGING THIS PROCESS AND HOW DO WE GET, YOU KNOW, TO THAT JUNE 1ST, UM, TIMELINE. 
          THEN WE'LL TALK ABOUT THE BATCH STUDY, BATCH ZERO STUDY SCOPE AND PROCESS OVERVIEW. 
          UH, I THINK THAT'S WHERE WE'RE GONNA TURN AG LOOSE ON PROBABLY 14 SLIDES AND JUST LET IT GO WHERE HE GOES AND GETS THROUGH A BUNCH OF SLIDES, A LOT OF TECHNICAL DETAILS. 
          THE REASON WE'RE GONNA HOLD QUESTIONS IS BECAUSE A LOT OF WHAT HE SAYS IS IN SUPPORTED WITH MORE DETAILS ON FOLLOWING SLIDES. 
          WE'RE GONNA GIVE HIM AN OPPORTUNITY TO GET HIS STORY OUT THERE AND THEN TAKE QUESTIONS. 
          UH, AND THEN WE'LL GET INTO THE, UH, KEY DESIGN ELEMENTS AND TALKING ABOUT THE TRANSMISSION PLAN INTEGRATION. 
          THERE'S BEEN A LOT OF QUESTIONS. 
          IF ERCOT IS RUNNING A BATCH PROCESS, HOW DOES THAT FIT INTO THE R-P-G-R-T-P ACTIVITIES? UH, THEN WE'LL AGAIN, WE WILL TIME CERTAIN WHEREVER WE'RE AT IN THE AGENDA, WE'RE GONNA PAUSE AND DO THIS ONE HOUR, UH, PIECE FROM 12 31 30. 
          AND THEN AT THE END OF THE MEETING, BE THINKING ABOUT THIS. 
          WE ARE COMMITTED TO GETTING FEEDBACK FROM A LARGE GROUP. 
          WE'RE GONNA HAVE SURVEY QUESTIONS. 
          WE HAVE IT ON THE LAST SLIDE BEFORE THE APPENDIX OF WHAT ERCOT THINKS ARE SOME GOOD QUESTIONS TO ASK AS A TAKEAWAY. 
          AND Y'ALL CAN ADD TO THAT LIST. 
          I'D LIKE IT TO BE LESS THAN 20 QUESTIONS, BUT WHAT CAN WE GET A, IT'S CALLED, IT'S LIKE A SNAPSHOT VOTE OVER THE NEXT THREE OR FOUR DAYS TO LET US KNOW WHAT YOU THINK IS THE BEST DESIGN ELEMENT, OR IT SOUNDS LIKE WE'RE ON SOME SORT OF BACHELORETTE SHOW OR SOMETHING, BUT IT'S THE, WHAT'S THE FEEDBACK TO GET? THIS IS WHAT OUR COMPANY NEEDS MOST ABOUT. 
          IT'S A, YOU KNOW, THE CLR DESIGN IS A HUGE ELEMENT FOR US OR THESE PIECES. 
          SO BE THINKING ABOUT, AND IF YOU WANNA LOOK AT THAT SLIDE, YOU CAN START TO SEE WHAT WE'RE THINKING ABOUT ASKING, UH, FOR THAT. 
          AND THEN QUESTIONS AND ANSWERS. 
          SO AGAIN, HERE'S THIS, UM, IN TERMS OF TEASING OUT WHAT THAT ONE HOUR BRING YOUR OWN GEN AND CLR LOOKS LIKE, UH, ERCOT WILL STILL BRING FORWARD, THE AG G WILL TALK ABOUT THE SAME THREE SLIDES WE'VE HAD VERY BRIEFLY. 
          AND THEN WE'RE GONNA, SAM BRANDON HAS A PRESENTATION THAT'S THE AGEN FILE THAT'S POSTED WITH MEETING MATERIALS. 
          HE'LL WALK THROUGH 
          [00:05:01]
THAT IN 15 MINUTES. 
          AND THEN AUSSI MADE A FILING WITH THE PUC YESTERDAY ON 14, UM, 8 41. 
          I CAN'T BELIEVE I BLANKED OUT ON THAT. 
          YES, ERIC, UH, I THINK INFINIUM SUBMITTED A PRESENTATION TOO. 
          OH, IS THERE SOMETHING? WELL, LET'S TALK ABOUT THAT. 
          IF WE CAN GET THAT IN, THAT'S A SURPRISE TO ME. 
          SO, OKAY. 
          UM, AND THEN ANY, AGAIN, AT THAT POINT WE'LL RESUME THE MEETING ON THE BALANCE OF THE MEETING AND THEN GET TO THE, UH, SURVEY QUESTIONS. 
          [3. Batch Zero Study Scope Overview]
SO WE'RE AT WORKSHOP NUMBER THREE. 
          OUR GOAL TODAY IS TO GET THE GOVERNING CONCEPTS OUT INTO THE FIELD OF PLAY TO SAY, HERE'S HOW WE'RE THINKING BASED ON YOUR FEEDBACK. 
          AND THEN WE'RE GONNA TURN AROUND. 
          AND ON WEDNESDAY FILE, WHAT WE'RE THINKING IS GONNA BE A, A PLANNING GUIDE, REVISION REQUEST, AS WELL AS AN NPRR. 
          WE HAD HOPED TO PUT IT IN AN, I'M SORRY, THIS IS THE BEST WAY TO GO BECAUSE A PIGGER AND AN NPR GIVE YOU ALL THE DETAIL NEEDED INTO THE PLANNING GUIDES OF HOW THIS BATCH ZERO PROCESS WOULD WORK. 
          THAT IS A DIFFERENT SIGN. 
          SO I'LL TAKE THE HIT ON THIS. 
          I'VE BEEN SIGNALING WHETHER OR NOT IT'S A SINGLE NPR THAT OVERARCHES AND, UM, YOU KNOW, KIND OF OVERLAYS, WHATEVER'S IN THE PLANNING GUIDE IS TRUMPED BY THE REVISION REQUEST ON THE NODAL PROTOCOLS. 
          IN WORKING WITH LEGAL AND WITH THE TEAM, WE'VE BEEN ABLE TO DEVELOP THE ACTUAL REVISION REQUEST TO BE NESTED WITHIN THE PLANNING GUIDE. 
          AND IN SOME WAYS, THAT HELPS THINGS FIT INTO THE EXISTING PROCESSES. 
          SO, YOU KNOW, HOW, UH, THINGS WORK, I DON'T LIKE IT AS THE CHAIR BECAUSE NOW WE HAVE TWO ARTIFACTS,  TO KEEP IN FLIGHT THAT FROM A GOVERNANCE STANDPOINT, WHEN IT'S APPROVED, WE'RE ALL KNOWING WHAT WE'RE DOING AND HOW IT FITS INTO THE BIGGER PICTURE. 
          SO, UM, SO HERE'S THE RACE TO THE FINISH IS WE HAVE A MARCH 10TH WORKSHOP IN TWO WEEKS, AND THEN WE HAVE A MARCH 24TH WORKSHOP. 
          SO WE GET SPRING BREAK OFF SORT OF, AND THEN AFTER THAT IT'S WEEKLY MEETINGS. 
          WE'LL HAVE A, IT'S THE MARCH 24TH, MARCH 30TH AND APRIL 9TH. 
          AND AT THAT POINT, THIS IS THE FINISHING OF AN ERCOT WORKSHOP SERIES TO THEN FEED INTO PRS AND ROS APPROVAL. 
          AND WHETHER OR NOT THEY HAVE SPECIAL MEETINGS STOOD UP, IF WE NEED TO MEET AS A WORKSHOP AGAIN, WE WILL, BUT AGAIN, WE HAVE TO GET THIS INTO THE VOTING STAKEHOLDER'S HANDS FOR THIS MID-APRIL AND MAY SO THEY CAN ACTUALLY APPROVE, BECAUSE THE BOARD ON JUNE ONE. 
          SO JUNE ONE SOUNDS FAR AWAY, BUT IF YOU THINK OF IT AS WE REALLY HAVE EIGHT WEEKS TO DO OUR WORK, THAT'S THE, THAT'S THE BOX WE'RE IN. 
          AND ONE VOICEOVER. 
          SO THE FILING ON MARCH 4TH NEXT WEEK WILL JUST BE FOR THE BATCH ZERO PLAIN VANILLA, NPR AND PICKER. 
          IT WILL NOT HAVE CLR OR BRING YOUR OWN GEN. 
          MY THINKING IS THAT BY THE END OF MARCH OR BEGINNING OF APRIL, SHOULD BE OUR TARGET FOR FILING THE THOSE TWO NPRS ON THOSE SCOPE ITEMS. AND AGAIN, THE IDEA IS THOSE SCOPE ITEMS, SCOPE ITEMS FIT WITH THE BATCH ZERO PROVISION. 
          SO IT'S KIND OF A HAND AND GLOVE FIT OR A BOLT-ON, AND IF IT DOESN'T MAKE, IT JUST DOESN'T GET APPROVED. 
          AND SO IT GOES FORWARD WITHOUT IT. 
          BUT IF IT'S VOTED ON AS THESE TWO NPRS FIT TOGETHER, THEN WE HAVE BATCH ZERO PLUS CLR. 
          SO THAT'S HOW WE'LL BE SPLITTING THAT WORKLOAD OFF IS TO GET THESE NEXT, UH, THE MARCH 10TH, MARCH 24TH AND MARCH 30TH WORKSHOP ARE THREE BITES AT THE APPLE, UH, TO GET THOSE, IF WE NEED EXTRA MEETINGS TO GO EVEN FURTHER INTO DETAILS, I COULD ADD AN EXTRA MEETING ON THERE. 
          AND I THINK THAT GETS US TO WHERE WE ARE. 
          SO I'LL BE PROVIDING MONTHLY LLWG UPDATES ON WHERE WE'RE AT IN THE, YOU KNOW, HOW IS THE GROUP FAIRING, WHERE ARE WE STUCK, WHERE HAS THERE BEEN SUCCESS? SAME THING TO TAC AND THEN AT PRS AND ROS, UH, STAND UP UPDATES TO THEM ON PROGRESS. 
          SO WE DO WANNA PAUSE AND, YOU KNOW, THIS ISN'T BEING DONE IN ISOLATION AT ERCOT. 
          THERE'S ALSO THE ACTIVITIES DOWN AT THE PUC. 
          AND SO JEFF, DO YOU WANT TO TEE UP ON HOW THESE PROJECTS FIT TOGETHER? YEAH, THANKS MATT. 
          JEFF BILLOW WITH . 
          SO, UM, WE HAVE FOUND THAT, UH, IN INTERNALLY, BUT ALSO WHEN WE TALK, UH, EX EXTERNALLY TO PEOPLE THERE, THERE IS, UM, I, I THINK SOME CONFUSION ABOUT, OKAY, HOW, HOW DOES THE REVISION REQUEST, YOU'RE TALKING ABOUT HOW DOES THE BATCH ZERO, HOW DOES THAT FIT FIT IN WITH SOME OF THE RULEMAKINGS THAT ARE GOING ON AT, AT THE COMMISSION? UH, AND, AND SO JUST WANTED TO, UM, AND WE'RE GONNA DIVE IN A LITTLE DEEPER LATER ON, ON 58 4 1, BUT JUST WANTED TO SORT OF GIVE A REAL HIGH LEVEL, THIS IS HOW WE ARE THINKING ABOUT IT. 
          UM, AND, AND THEN I'M, I'M GONNA GIVE, UH, BARKSDALE, UM, THE MIKE HERE IN A MINUTE, UH, TO SHARE SOME OF HIS THOUGHTS. 
          BUT, UM, BUT JUST REAL, REAL HIGH LEVEL, UH, IF YOU ARE NOT FOLLOWING WHAT IS HAPPENING WITH THE, THE COMMISSION AND THE SB SIX RELATED, UH, PROJECTS THERE, UM, AND, AND WE'RE JUST TALKING THERE, THERE'S SEVERAL, WE'RE JUST TALKING ABOUT TWO OF THEM THAT ARE, I THINK ARE, ARE MOST RELEVANT TO OUR DISCUSSION. 
          UH, THE FIRST IS 58 4 80, WHICH IS THE, UM, THE, UH, LOAD FORECAST RULE. 
          UH, AND, AND THAT RULE HAS, UM, 
          [00:10:01]
UH, IT, IT, IT POINTS TO, FOR THE LOAD FORECAST, IT POINTS TO WHAT WILL EVENTUALLY BE IN, UH, THE 58 4 81 RULE, UH, AS FAR AS WHAT LOADS SHOULD BE INCLUDED IN THE LOAD FORECAST THAT ERCOT USES WHEN IT'S DOING VARIOUS PLANNING ASSESSMENTS. 
          UH, AND, AND SO THE 58 4 1 RULE IS GOING TO LAY OUT, HE, HERE ARE THE, UH, THE, THE, UH, REQUIREMENTS FOR, UH, DIFFERENT LOAD PROJECTS TO MEET, TO GET INTO, UH, A INTERCONNECTION STUDY. 
          AND HERE ARE THE, UM, THE REQUIREMENTS FOR BEING COUNTED AS YOU'VE SIGNED YOUR INTERCONNECTION AGREEMENT, AND THEREFORE YOU ARE NOW ELIGIBLE TO GO INTO THE LOAD FORECAST AND OR MUST USE THAT LOAD IN, IN ITS LOAD FORECAST GOING FORWARD. 
          UM, AND, AND, AND SO THAT, SO THAT, SO THERE IS THAT TIE IN BETWEEN 58 4 80 AND 58, 4 81. 
          UM, WE, WE, UM, UH, HAVE HAD A LOT OF QUESTIONS ABOUT THE 2026, UH, RTP COMPLIANCE PLAN BECAUSE, UH, BECAUSE 58, 4 80 POINTS TO 58, WHAT WILL EVENTUALLY BE THE 58 4 81 RULE, IT, UM, THERE'S THIS, UH, AND, AND 58 4 1 RULE IS NOT COMPLETE THAT THERE'S THIS KIND OF TIE IN THERE. 
          UH, BUT WE, WE DON'T HAVE THE 58 41 RULE YET. 
          AND SO THE, WHAT THE COMMISSION DID IS FOR 2026 IS THEY LAID OUT A, HEY, HERE, HERE ARE KIND OF SPECIAL RULES FOR 2026. 
          UM, AND SO WE BE GETTING QUESTIONS LIKE, HEY, SO IF, IF MY LOAD WAS IN THE 2025 RTP, IS IT, DOES THAT MEAN IT'S AUTOMATICALLY IN THE 2026 RTP? OR DOES IT HAVE TO MEET THESE NEW RULES? UM, AND UH, AND, AND I'LL I'LL SAY THAT, YOU KNOW, I THINK, UM, YOU KNOW, THAT THAT IN MY MIND WAS A LITTLE DIFFERENT FROM THE, THE BATCH PROCESS. 
          YOU KNOW, I HAD SEPARATED THOSE IN MY MIND. 
          BUT, UM, I, I THINK BECAUSE IT'S A COMMISSION RULE, I WANTED TO GIVE, UM, UH, COMMISSION STAFF BARKSDALE OPPORTUNITY TO, YOU KNOW, KIND OF SHARE HIS THOUGHTS ON, YOU KNOW, HOW, HOW THOSE THINGS FIT TOGETHER AND WHAT HIS THOUGHTS ARE. 
          THANKS, JEFF. 
          THIS IS BARKSDALE ENGLISH WITH, UH, THE PUC. 
          SO IN THE LOAD FORECASTING RULE, THERE IS THE 2026 RTP COMPLIANCE PLAN. 
          AND, AND JEFF, YOU LAID IT OUT WELL, GIVING THE BACKGROUND ON WHY THAT'S THERE. 
          UM, AND IF YOU READ THE WORDS IN THAT SECTION OF, UH, THE NEW RULE 25.370, UM, IT TALKS ABOUT WHAT LARGE LOADS, WHICH CRITERIA THE LARGE LOADS HAVE TO MEET IN ORDER TO BE ELIGIBLE TO BE INCLUDED IN THE 2026 RTP. 
          THOSE CRITERIA ARE DIFFERENT THAN WHAT THEY WERE LAST YEAR. 
          FOR LARGE LOADS, THE LOADS THAT ARE 75 MEGAWATTS OR GREATER. 
          SO IF YOUR LOAD WAS INCLUDED IN THE 2025 RTP UNDER THE RULES THAT EXISTED AT THE TIME LAST YEAR, THAT DOES NOT INHERENTLY MEAN THAT YOU WILL BE INCLUDED IN THE 2026 RTP BECAUSE THERE ARE NEW RULES IN PLACE. 
          THIS APPLIES ONLY FOR THE LARGE LOADS FOR ANYTHING THAT'S BELOW 75 MEGAWATTS. 
          THEN THE CURRENT RULES, UM, REMAIN IN PLACE. 
          AND IF YOU WANT TO CHAT ABOUT THAT FURTHER, I'M HAPPY TO TALK WITH YOU OFFLINE. 
          UM, YOU CAN GRAB ME IN A BREAK HERE OR, UH, SEND ME AN EMAIL. 
          THANKS. 
          ALL RIGHT, THANKS MARKDALE. 
          UM, OKAY, MATT, AND, AND I GUESS JUST BEFORE WE MOVE ON, YOU KNOW, AGAIN, THE 58 41, WE'RE GONNA TALK A, A, UH, ABOUT THAT A LOT LATER ON. 
          UH, SO DON'T REALLY WANT TO GET IN DETAILS RIGHT NOW, BUT JUST FLAGGING THAT, THAT, WE'LL, WE'LL TALK ABOUT THAT A LOT LATER. 
          VERY GOOD. 
          ALRIGHT, SO JUST A REMINDER, THE SCOPE AND PRIORITIES FOR THE WORKSHOPS, YOU KNOW, ISSUE ONE IS COMMITTED TO THE BATCH ZERO PROCESS. 
          THAT'S THE NPR AND PICKER FOR MARCH 4TH. 
          ISSUES TWO AND THREE, WE'RE COMMITTED TO WORKING ON OPTIONS. 
          WE'VE GIVEN THAT AN HOUR TODAY. 
          SO THAT'S THE CLR CONTROLLABLE LOAD RESOURCES AND BRING YOUR OWN GEN REVISIONS. 
          THERE'S NO REVISIONS YET. 
          AGAIN, THIS IS CONCEPTUAL TALK TODAY. 
          [4. Batch Process]
AND THEN THIS LONG-TERM BATCH PROCESS, UH, OUTTA SCOPE FOR NOW. 
          AND I MAY HAVE START A PART, I HAVE A PIECE OF PAPER OVER THERE. 
          IT SAYS PARKING DECK ITEMS. IF THINGS COME UP THAT ARE NOT BATCH ZERO, BUT WE WANT TO KIND OF PULL 'EM TO THE SIDE AS A CHAIR, I CAN COMMIT TO PUTTING THAT IN A PARKING DECK. 
          SO WE COME BACK TO AT LATER MEETINGS, BUT, UH, DEFINITELY THIS IS ABOUT GETTING BATCH ZERO OUT OF THE SHOOT. 
          UH, AND THEN TODAY, AT THE END OF THE DAY'S WORKSHOP, AGAIN, THAT REAL TIME INPUT TO SURVEY QUESTIONS. 
          ALRIGHT, UH, AND THEN HERE'S WHAT I VOICED OVER EARLIER. 
          SO IN TERMS OF SOME OF THE BATCH, UM, ZERO FEEDBACK THAT WE'VE RECEIVED THROUGH SURVEYS, INTERVIEWS, AND EVERYTHING ELSE THAT YOU'VE SEEN. 
          SO NUMBER ONE IS WE ARE STILL COMING FORWARD WITH A, A CADENCE OR A FREQUENCY OF HOW OFTEN THOSE BATCH PROCESSES WOULD RUN WITH THE TARGET BEING SIX MONTH FREQUENCY. 
          YOU'LL HEAR MORE ABOUT THAT. 
          WE HEARD THAT THAT WAS ABSOLUTELY 
          [00:15:01]
KEY AND TO BALANCE WITH PERFECTION, RIGHT? SO IT'S THAT WHAT DO WE DO TO GET THIS WORKING? UH, ALSO A, TO FIND THE COMMITMENT WINDOW TO MEET THE BATCH ZERO INCLUSION CRITERIA AND THE 30 DAY COMMITMENT WINDOW FOLLOWING THE RESULTS. 
          UH, ALSO CLEAR RATING, THIS BASED ELIGIBILITY CRITERIA, JUST TRYING TO MAKE THINGS BLACK AND WHITE IN TERMS OF HOW THIS WORKS AND EVALUATION OF DEVELOPMENT ACTIVITY AND FEASIBILITY FOR THE ENERGIZATION TARGETS. 
          AND THEN THE IDEA, THE OVERALL CONCEPT OF A BATCH LED, ERCOT LED BATCH STUDY WITH ERCOT AND TSPS WORKING ITERATIVELY TO IDENTIFY AND EVALUATE THOSE TRANSMISSION UPGRADES NEEDED. 
          UM, APPLICATION OF THE PIGGER 1 27 METHODOLOGY FOR GENERATION SHORTFALLS AND THEN ACTIONABLE TRANSMISSION PLANS IS AN OUTCOME OUTTA THE BATCH. 
          SO EVERYTHING YOU'RE HEARING TODAY, WE'VE HEARD THAT AND WE'VE TRIED TO BAKE THAT IN AND IT'S LIKE, WE AGREE AND THIS IS THE RIGHT WAY TO GO. 
          NOW HOW WE DID IT, YOU MAY NOT LIKE, BUT IT'S THE IDEA OF LET'S, UM, START TO SHARPEN WHERE WE'RE AT. 
          AND SO WITH THAT, SO ARE THERE ANY QUESTIONS GOVERNANCE WISE BEFORE WE START JUMPING INTO, UH, THE DETAILS OF BATCH ZERO SCOPE? SO YEAH, BOB, SO IS THERE IMPLIED HERE A FUNDAMENTAL CHANGE FROM THE UTILITIES FIRST DOING INTERCONNECTION STUDY AND THEN COMING TO YOU AND THEN BEING IN THE BATCH? ARE WE DOING, IS IT ALL COMING EARLIER? WELL, THAT, UH, WE'LL LET THAT ALL UNPACK TODAY. 
          OKAY. 
          SO WHAT'S CHANGING AND NOT CHANGING? OKAY. 
          YEP. 
          ANY OTHER QUESTIONS? ALRIGHT, AG G, ARE YOU READY? AND AGAIN, I'M GONNA GIVE AG THE FLOOR FOR A WHILE TO GET THROUGH TO SLIDE 24. 
          I THINK I THANK. 
          ALRIGHT, UH, GOOD MORNING, AG SPRINGER, OR, UM, SO AS MATT MENTIONED, UH, I'M GOING TO ASK THAT YOU ALL BEAR WITH ME AS WE GO THROUGH THE NEXT, UH, I THINK IT'S ABOUT 15 SLIDES. 
          UM, THE REASON FOR THAT IS THAT WE ARE GOING TO START WITH KIND OF A HIGH LEVEL OVERVIEW OF HOW WE ARE THINKING ABOUT THE BATCH STUDY PROCESS AND KIND OF WHAT THE MAIN BLOCKS OF IT ARE. 
          AND THEN THERE'S GOING TO BE A BUNCH OF SLIDES WHERE WE GO THROUGH EACH STEP IN DETAIL. 
          UM, AND SO I SUSPECT A LOT OF THE QUESTIONS I WOULD GET AFTER THE FIRST FEW SLIDES WILL BE ANSWERED IN THE, THE LATER SLIDES. 
          SO WE'LL GO THROUGH ALL, I'M HAPPY TO GO BACK. 
          UM, I THINK, UH, THE OTHER THING I'LL JUST KIND OF PREFACE THIS WITH IS, YOU KNOW, IN, IN THE, IN THE BACKGROUND THAT WE ARE, UM, WE ARE WRITING LANGUAGE TO KINDA CODIFY THIS IN THE PLANNING GUIDE. 
          AND, UM, YOU KNOW, YOU, YOU MAY SEE A FEW PLACES WHERE THEY'RE, YOU KNOW, ESPECIALLY IN THE EXACT DATES THAT THINGS ARE GOING TO HAPPEN, THERE'S SOME TBDS. 
          UH, WE EXPECT TO HAVE THOSE FILLED IN BY, UH, WHEN WE FILE LANGUAGE NEXT WEEK AND THEN OF COURSE BY THE NEXT WORKSHOP. 
          SO, UM, YOU KNOW, THERE WE'RE  WE'RE WORKING FURIOUSLY. 
          THE, THE TOP OF THE POND MAY APPEAR CALM, BUT WE ARE PADDLING, UH, QUITE FAST UNDERNEATH. 
          SO, UH, JUST KEEP THAT IN MIND AS WE GO THROUGH THESE. 
          OKAY. 
          SO, UM, AS MATT MENTIONED, WE HAVE BEEN REVIEWING THE FEEDBACK THAT WE'VE RECEIVED. 
          WE'VE TRIED TO INCORPORATE THAT INTO THE CONCEPTS THAT WE'RE GONNA GO THROUGH. 
          UM, AND SO AT A HIGH LEVEL, UH, WE'RE THINKING ABOUT BATCH ZERO AS A SORT OF TWO STEP PROCESS. 
          SO THERE'S GOING TO BE THIS INITIAL BATCH ZERO STUDY. 
          AND, UH, THE CONCEPTS FOR THAT WE'LL COVER IN THE NEXT FEW SLIDES. 
          UM, THEY'RE GONNA BE LARGELY SIMILAR TO WHAT WE PRESENTED AT THE FIRST TWO WORKSHOPS. 
          UM, WHERE THERE'S AN ERCOT LED STUDY, THERE'S INVOLVEMENT FROM THE TSPS TO IDENTIFY TRANSMISSION UPGRADES THAT CAN BE, UH, BUILT TO SERVE THE, THE REQUESTING LOADS. 
          UM, AND THEN RESULTS ARE, UH, PROVIDED AT THE END OF THE STUDY PERIOD. 
          THEN THERE'S GOING TO BE A PERIOD WHERE THE INTERCONNECTING LARGE LOAD INTO D OR ILLE WILL BE ABLE TO MEET THE COMMITMENT CRITERIA TO EFFECTIVELY ACCEPT THE RESULTS OF THE STUDY AND CONTINUE FORWARD IN THE PROCESS. 
          UM, AND THEN FROM THERE, THIS IS, UM, MUCH MORE NOVEL FROM WHAT WE HAD LAST TIME IS WE WE'RE WORKING ON THIS BATCH ZERO REFINEMENT STUDY CONCEPT. 
          AND SO WHAT THIS WILL BE IS WE'LL TAKE THE RESULTS OF THE FIRST STUDY WITH THE INFORMATION OF WHO HAS MET THE COMMITMENT CRITERIA, UM, AND WILL WORK CONTINUE WORKING ITERATIVELY, UH, WITH THE TSPS, UH, TO DETERMINE WHICH UPGRADES ARE STILL NEEDED, WHICH MAY REQUIRE MODIFICATION. 
          UM, AND THEN FROM THAT WILL COME THE TRANSMISSION 
          [00:20:01]
PLAN TO SERVE THE LOADS THAT MOVE FORWARD. 
          AND THAT WILL PROCEED, UH, TO RPG AS A SINGLE PACKAGE. 
          UM, THE EAGLE EYE AMONG YOU MAY NOTICE THAT THIS, UH, TIMELINE IS LONGER THAN SIX MONTHS. 
          UM, THAT IS TRUE. 
          WE'RE GONNA TALK MORE ABOUT CADENCE HERE, UH, IN, UH, ONE OF THE LATER SLIDES, BUT KIND OF KEEP IT IN THE BACK OF YOUR MIND THAT THIS IS GOING TO BE A PROCESS THAT IS ON A SIX MONTH CADENCE, BUT THE OVERALL PROCESS IS MORE OF A NINE TO 10 MONTH PROCESS. 
          UM, AND ALSO MAYBE KEEP IN MIND TOO THAT, YOU KNOW, WITH THE, THE CONCEPT THAT WE BROUGHT IN THE FEBRUARY 3RD WORKSHOP, THE BATCH PROCESS WAS STILL SIX MONTHS, BUT THEN THERE WAS THE RPG PROCESS THAT WOULD FOLLOW IT. 
          SO, UM, OVERALL, WE'RE, WE'RE HOPING THIS IS GOING TO BRING SOME MORE DEFINED TIMELINES AND, AND OUTCOMES INTO THE OVERALL PROCESS. 
          OKAY, SO LET'S GET INTO SOME DETAILS. 
          SO FIRST OF ALL, WITH THE SCOPE OF THE STUDY, THIS IS LARGELY SIMILAR TO WHAT WE SHOWED IN THE FIRST COUPLE WORKSHOPS. 
          SO WE'RE STILL, UH, EXPECTING TO, FOR THE STEADY STATE STUDY, LOOK AT THE FIRST FIVE YEARS OF THE STUDY SCOPE. 
          SO, YOU KNOW, FOR THE FIRST BATCH ZERO, UH, THAT WOULD LIKELY BE 2028 TO 2032. 
          UM, AND ERCOT WILL, AGAIN, YOU KNOW, WE'RE STILL THINKING THAT WE WOULD, YOU KNOW, BASED ON THE S-S-W-G-B BASE CASES, WE WOULD LOOK AT THREE SCENARIOS PER YEAR. 
          SO THAT'S A SUMMER PEAK, UH, PEAK NET LOAD, AND THEN A FALL PEAK TO ASSESS MAINTENANCE OUTAGE CONDITIONS. 
          UM, AND THEN THE ACTIVITIES, AGAIN, ARE VERY SIMILAR, UM, TO WHAT WE HAD SHOWN IN THE EARLIER WORKSHOP. 
          SO ERCOT WILL, UH, DETERMINE THE PLANNING CRITERIA VIOLATIONS, UH, AND THEN WE WILL IDENTIFY HOW MANY MEGAWATTS CAN BE SERVED FOR EACH YEAR WITHOUT UPGRADES, AND THEN WORK WITH THE TSPS TO IDENTIFY UPGRADES. 
          UM, ONE OF THE PIECES OF FEEDBACK THAT I THINK I HEARD PRETTY CONSISTENTLY AFTER THE FIRST COUPLE WORKSHOPS IS THAT OUR SLIDES, UM, LEFT A LITTLE BIT OF AN IMPRESSION THAT ERCOT WAS GOING TO DISAPPEAR INTO A BLACK BOX FOR THREE MONTHS AND THEN RETURN AT THE END OF THAT WITH A LIST FOR THE TSPS. 
          AND THE TSPS WOULD HAVE TO SCRAMBLE, UM, TO IDENTIFY UPGRADES IN A SHORT TIME. 
          AND THAT'S REALLY NOT WHAT WE'D INTENDED. 
          I THINK IT, IT REALLY WAS MEANT TO BE MORE OF AN ONGOING, UH, ITERATIVE PROCESS BETWEEN ERCOT AND THE TSPS TO TRY AND ARRIVE AT THE BEST RESULTS THROUGHOUT THE COURSE OF THE STUDY AS QUICKLY AS POSSIBLE. 
          SO, UM, I DON'T HAVE A GRAPHIC THAT SHOWS THAT, BUT I DO WANT TO EMPHASIZE THAT POINT VERBALLY, UM, THAT THAT'S STILL HOW WE'RE THINKING ABOUT IT. 
          UM, FOR THE GENERATION ASSUMPTIONS, WE'RE STILL THINKING THAT IF ADDITIONAL GENERATION IS NEEDED TO SERVE THE STUDY LOAD, IT WOULD BE ADDED ACCORDING TO THE ME METHODOLOGY THAT'S SET OUT IN BIGGER 1 27. 
          UM, AND, UH, UH, WE'RE STILL THINKING THAT WE WILL, AS SOON AS THE CASES ARE PREPARED, WE WOULD POST THEM ON THE MIS CERTIFIED, UH, SO THAT TSPS CAN BEGIN WORK ON, UH, WORK WITH US ON IDENTIFYING UPGRADES AS QUICKLY AS POSSIBLE. 
          UM, SO THAT, THAT'S THE, THE KIND OF THE PREPARATION SIDE AND WHAT WE'LL BE LOOKING AT. 
          UM, THIS IS A LITTLE BIT MORE OF A STEP-BY-STEP BREAKDOWN, ALTHOUGH IT'S, IT'S CONSISTENT, UH, UH, WITH, UH, EXCUSE ME, UM, SIMILAR TO WHAT I WAS JUST SAYING VERBALLY. 
          SO, YOU KNOW, WE PREPARE THOSE CASES, UM, WE'LL, UH, ASSESS AT A SYSTEM WIDE LEVEL, UH, AND THEN, UM, WORK WITH THE TSPS ON IDENTIFYING THE UPGRADES. 
          UH, WHAT I KIND OF GLOSSED OVER, AND I DO HAVE A, A ANOTHER CHART THAT KIND OF SHOWS WHERE THIS FITS IN, UM, IS THE STABILITY SCREENING ASSESSMENT. 
          SO WE ARE STILL THINKING ABOUT THAT AS A SCREENING ASSESSMENT IN THE BATCH PHASE. 
          THE, THE INITIAL BATCH STUDY THAT WILL SCREEN FOR STABILITY ISSUES, UH, AND THEN THAT WILL BE FOLLOWED OVER, UH, DURING THE REFINEMENT PERIOD WITH A MORE ROBUST FULL STUDY. 
          UM, AND SO THE IDEA IS THAT THE SCREENING ASSESSMENT MAY IMPACT THE LOAD AWARDS, BUT THE OVERALL ASSESSMENT IS REALLY PART OF THAT IDENTIFICATION OF THE FINAL TRANSMISSION UPGRADES. 
          UM, I SHOULD HAVE EMPHASIZED THIS AT THE TOP, BUT, UM, WE'RE REALLY, YOU AS, AS YOU'RE DEVELOPING QUESTIONS, UM, PLEASE KEEP IN MIND THAT WE HAVE A WHOLE SECTION IN THIS DECK THAT IS FOCUSED ON THE INSURANCE CRITERIA INTO BATCH ZERO. 
          SO WE'RE REALLY JUST TALKING ABOUT THE PROCESS AND WHAT WE'RE DOING IN THE STUDIES RIGHT NOW AND HOW THE TIMING'S GONNA WORK. 
          SO I JUST WANTED TO, TO THROW THAT OUT THERE AS WELL BEFORE WE, YOU KNOW, I SEE QUESTIONS ARE PILING UP IN THE QUEUE. 
          OKAY, SO THEN WHAT COMES OUT OF THIS PROCESS? SO FIRST OF ALL, THE, THE TIMELINE, AGAIN, I MENTIONED THE OVERALL PROCESS ABOUT NINE TO 10 MONTHS, SIX 
          [00:25:01]
MONTHS FOR THE FIRST BATCH. 
          SO, UH, EFFECTIVELY, YOU KNOW, WE'RE STARTING A BATCH STUDY ON A DATE, YOU KNOW, WITH THE, UH, UH, UH, CURRENT UNCERTAINTY OF WHEN, UH, THE RULEMAKING FOR 58 41 IS COMPLETE AND EFFECTIVE. 
          UM, WE'RE, WE'RE NOT SURE EXACTLY WHAT THE, THE START DATE WILL BE, BUT, UH, WE WILL, I THINK, HAVE A BETTER REVIEW ON THAT BY THE, THE FILING OF THE REVISION REQUESTS. 
          UM, BUT WHAT'S GONNA COME OUT OF THAT PROCESS IS GOING TO BE A STUDY REPORT AT THE END OF THE SIX MONTH BATCH STUDY. 
          UM, EACH LARGE LOAD WILL HAVE A COMMISSIONING PLAN, UH, AND THAT'S USING THE CURRENT TERMINOLOGY. 
          THERE'S GONNA BE A LITTLE BIT DIFFERENCES OF HOW THAT WORKS. 
          IT WON'T BE EXPLICITLY TIED TO TRANSMISSION UPGRADES. 
          UM, THAT WILL GIVE THEM A VIEW OF THEIR, THEIR ENERGIZATION PATH THROUGH 2032. 
          AND THEN ANYTHING THAT CAN'T BE SERVED THROUGH UPGRADES, BOTH 4 20 32 WILL BE AUTOMATICALLY ALLOCATED IN 2033. 
          SO, AGAIN, THAT'S VERY SIMILAR TO THE CONCEPT THAT WE PRESENTED IN THE THE FIRST TWO WORKSHOPS. 
          UM, AND THEN ANOTHER OUTPUT WILL BE THE ESTIMATED SECURITY REQUIREMENTS. 
          AGAIN, THAT'S, THAT'S, UH, TRYING TO MAINTAIN CONSISTENCY WITH THE, UH, THE CURRENT PROPOSAL FOR PUBLICATION ON 58 4 81. 
          UM, AND THEN THERE'LL OF COURSE BE, UH, SOME INFORMATION THAT'S ONLY PROVIDED TO THE TSP, UH, WITH THE IDENTIFICATION OF UPGRADES. 
          SO EFFECTIVELY, WHAT, WHAT THE CUSTOMER WILL GET A VIEW OF IS THEIR ENERGIZATION PATH, THE COSTS, AND THEN AT THAT POINT, THEY'RE, THEY'RE SET TO MAKE A DECISION. 
          UM, AND SO AFTER THAT DECISION PERIOD IS DONE, THAT'S WHEN THE REFINEMENT STUDY STARTS. 
          AND WHAT WILL HAPPEN IS THAT LOADS DO NOT, THAT DO NOT MEET THE COMMITMENT CRITERIA WILL DROP OUT. 
          AND AGAIN, WE'RE GONNA TALK ABOUT WHAT THAT IS LATER IN THE MEETING. 
          UM, WE WILL REEVALUATE WHAT, UH, UPGRADES ARE STILL NEEDED OR NEED MODIFICATION, AND THAT'S IN CONSULTATION WITH THE TSPS. 
          AND THEN A FINAL TRANSMISSION PLAN WILL BE THE OUTPUT OF THE SECOND PHASE OF THE PROCESS. 
          OKAY. 
          SO NOW WE'RE GONNA GO, UH, INTO THE, THE NITTY GRITTY. 
          THIS IS ANOTHER VIEW OF IT. 
          WE'RE GONNA SPEND A COUPLE MINUTES ON THIS SLIDE. 
          UM, THIS IS, I THINK, HOW WE, WE, YOU KNOW, SIMILAR TO WHAT WE PRESENTED IN THE LAST WORKSHOP, BUT, UM, THERE'S GOING TO BE A CASE BUILDING PERIOD THAT WILL PRE-RUN THE START OF THE OFFICIAL BATCH. 
          SO THERE, YOU KNOW, DURING THE PERIOD WHERE LOADS ARE MEETING THE CRITERIA TO ENTER INTO THE BATCH, UM, THAT'S ALSO WHERE, UH, WE ARE, UM, DOING OUR CASE PREPARATION READY FOR THE, THE SORT OF LIST OF QUALIFYING LOADS TO BE INCLUDED. 
          THE STEADY STATE ANALYSIS, WE'RE STILL THINKING THAT'S GONNA TAKE ABOUT 15 WEEKS. 
          UM, AND AS THAT PROGRESSES, THERE IS WORK BEING DONE BACK AND FORTH WITH THE TSPS. 
          AS THE STEADY STATE STUDY REACHES A CERTAIN POINT OF MATURITY, WE'LL BE READY TO KICK OFF THE STABILITY SCREENING. 
          UM, AND SO THAT WILL ALSO RUN SORT OF CONCURRENTLY WITH THE STEADY STATE ANALYSIS FOR A GOOD CHUNK OF THAT PERIOD, UH, BEFORE WE GET TO, UH, THE END OF THE, THE THREE, THE ROUGHLY, UH, FOUR, FOUR AND A HALF MONTHS. 
          AND THEN WE WILL GO INTO DEVELOPMENT OF THE REPORT. 
          AND THEN YOU CAN SEE IN NUMBER FIVE IS THE POINT WHERE WE HIT THE CUSTOMER COMMITMENT. 
          AND SO THAT'S, THAT'S THE POINT WHERE DECISIONS WILL NEED TO BE MADE IS IN THAT MONTH OF FINAL REPORT COMMITMENT AND MEETING THOSE MILESTONES. 
          UM, BECAUSE THEN WE GET TO ROW SIX THERE WHERE WE START OFF THE REFINEMENT STUDY. 
          UM, AND SO THAT'S GONNA BE A, AGAIN, ABOUT THREE MONTHS WHERE WE'RE WORKING THROUGH WITH THE TSPS TO UPDATE THE STUDY TO REFLECT THE LOADS THAT MET THE, THE COMMITMENT CRITERIA AND STAYED IN THE PROCESS. 
          UM, FROM THERE, UH, WE'LL DE DELIVER THE FINAL TRANSMISSION PLAN TO RPG. 
          UH, AT THAT POINT, THERE'LL BE A PERIOD FOR RPG TO COMMENT. 
          UM, AND THEN POTENTIALLY IF NEEDED TO ADDRESS COMMENTS, THERE MAY BE A SHORT, UH, RE-STUDY PERIOD, UH, TO CONSIDER ALTERNATIVES BEFORE THE FINAL PLAN WOULD GO TO TAC AND BOARD APPROVAL CONSISTENT WITH HOW THINGS ARE ARE DONE FOR OTHER RPG PROJECTS TODAY. 
          UM, AND THEN AT THE BOTTOM, WE DO HAVE THE, THE RTP TIMELINE, UH, OVERLAY. 
          SO YOU CAN SEE HOW THAT LINES UP IN THE BOXES. 
          UM, I, I JUST WANNA EMPHASIZE AGAIN, THERE'S REALLY GOING TO BE, WE'RE ENVISIONING THAT THERE'S CLOSE COLLABORATION BETWEEN ERCOT AND THE TSPS IN 
          [00:30:01]
THIS PROCESS, AND IT'S REALLY NOT MEANT TO BE, ERCOT DOES SOMETHING AND THEN THE TPS DO SOMETHING, AND THEN WE WE'RE DONE. 
          IT'S, WE'RE BOUNCING THINGS BACK AND FORTH, KIND OF SIMILAR TO HOW THINGS WORK IN RTP TODAY. 
          UM, SO YOU CAN SEE THERE, YOU KNOW, THERE'S, THERE'S DEFINED ROLES FOR BOTH PARTIES. 
          UH, AND, UH, THE RESULT AGAIN, IS A REPORT FOR THE CUSTOMER AND AN UPGRADE PATH IN THE FIRST STUDY, AND THEN THE FINAL TRANSMISSION PLAN COMES OUT OF THE REFINEMENT. 
          OKAY. 
          SO WHAT WE'RE GONNA DO, YOU MAY NOTICE THE ONE THROUGH NINE, THOSE ARE THE NEXT NINE SLIDES, AND THEN WE'LL TAKE QUESTIONS. 
          UM, SO, UH, HANG IN THERE, . 
          OKAY. 
          SO FOR THE CASE BUILDING PROCESS, UM, WE'RE REALLY LOOKING HERE TO, UH, HAVE CONSISTENCY AND TRANSPARENCY. 
          UM, SO WE'RE GOING TO NEED, UH, INPUTS THAT COME IN OF, IN TERMS OF WHICH LOADS WILL QUALIFY FOR BATCH ZERO. 
          THOSE LOADS WILL BE INCLUDED, AND WE WILL USE THE CRITERIA THAT WE'RE GONNA TALK ABOUT LATER TO DETERMINE WHO IS TREATED AS BASE LOAD WITHIN THE STUDY, NOT SUBJECT TO FURTHER EVALUATION. 
          I'M GONNA REALLY TRY TO AVOID USING THE TERM FIRM LOAD TODAY. 
          UM, AND THEN, WHICH LOADS ARE STUDIED THROUGH BATCH ZERO, UM, THERE'S GONNA BE DEADLINES FOR QUALIFYING FOR BATCH ZERO PROJECTS THAT DON'T MEET, THAT WILL NOT BE INCLUDED. 
          UH, AND THEN WE'RE GONNA DEVELOP THE STUDY CASES USING SSWG AS THE BASE, BUT WE WILL MODIFY, UH, ACCORDING TO A CONSISTENT SET OF CRITERIA, AND THEN WE WILL PROVIDE THE CASES TO TSPS SO THAT THEY HAVE THEM FOR BOTH TRANSPARENCY AND TO EXPEDITE THE DEVELOPMENT OF TRANSMISSION UPGRADES. 
          STEADY STATE ANALYSIS, I'M NOT GONNA SPEND TOO MUCH TIME ON THIS. 
          I THINK I'VE, I'VE COVERED MOST OF THESE POINTS. 
          UH, BUT YEAH, SYSTEM-WIDE STUDY, UH, FOR EACH OF THE STUDY YEARS AND THE SCENARIOS I TALKED ABOUT EARLIER, THREE SCENARIOS PER YEAR. 
          UM, AND THEN AS I UPGRADE, UH, AS VIOLATIONS ARE IDENTIFIED, WILL BEGIN THAT WORK WITH THE TSPS. 
          UM, THE OUTPUT WILL BE DOCUMENTED VIOLATIONS, UH, LOAD AMOUNTS THAT CAN BE RELIABLY SERVED. 
          AND THEN AGAIN, ANYTHING THAT CAN'T BE RELIABLY SERVED IS, IS AL ALLOCATED AT THE, IN 2033 . 
          UM, LET'S SEE. 
          SO FOR THE SCREENING STUDY, AGAIN, THIS IS GOING TO START IN THE BATCH PHASE. 
          THE, THE INITIAL BATCH STUDY PHASE, UH, IF THE STABILITY SCREENING CRITERIA, IF THERE ARE VIOLATIONS, THERE AGAIN, ERCOT WILL WORK WITH THE TSPS TO IDENTIFY THE NECESSARY UPGRADES. 
          SO THERE'S THE POTENTIAL THAT, THAT, THAT COULD IMPACT THE AWARDS AS WELL FROM BATCH ZERO. 
          UM, BUT THEN THE LONG TERM, UH, DEVELOPMENT OF THOSE UPGRADES WILL OCCUR IN THE REFINEMENT PERIOD. 
          OKAY, SO THE, THE FINAL REPORT, UM, ONE OF THE THINGS I THINK WE HEARD AGAIN, WAS THAT NEED FOR CLARITY AND THE, THE CLEAR, CLEAR RESULTS, CLEAR DEADLINES. 
          AND SO THAT'S WHAT THE, THE FINAL REPORT OUTTA BATCH ZERO IS DESIGNED TO, UH, PRODUCE. 
          UM, SO, YOU KNOW, ONE OF THE INPUTS WILL BE THAT LOAD RAMP SCHEDULE, WHICH WE CALL THE LOAD COMMISSIONING PLAN. 
          UM, ONE OF THE OUTPUTS OF THE BATCH ZERO STUDY WILL BE AN UPDATE TO THAT PLAN TO REFLECT WHAT THE STUDY SHOWED. 
          SO THOSE WILL BE MEGAWATT AMOUNTS ABLE TO BE SERVED ACROSS THE STUDY TIMELINE IN THE YEARS. 
          UM, TSPS WILL USE THAT TO DETERMINE, UH, YOU KNOW, ALONG WITH THE UPGRADES, UH, WHAT ARE THE CUSTOMER'S FINANCIAL OBLIGATIONS RESULTING FROM THAT PROCESS. 
          UM, AND THAT WILL BE USED TO DETERMINE WHO QUALIFIES TO CONTINUE FORWARD. 
          UM, SO CLEAR REPORT WILL HAVE THE INFORMATION TO MAKE DECISIONS, AND THAT, THAT GOVERNS, UH, THOSE DECISIONS WILL THEN DETERMINE IF, IF YOU STAY IN FOR THE REFINEMENT OR NOT. 
          OKAY? AND SO THAT'S THE NEXT STEP IN THE PROCESS IS, IS THAT COMMITMENT PERIOD. 
          SO THE CONCEPT IS IT'S ANOTHER CLEAR GATE. 
          THE CUSTOMER WILL NEED TO MEET THE MILESTONES AT THE END OF THAT GATE IN ORDER TO BE INCLUDED IN THE REFINEMENT AND BE ELIGIBLE TO RECEIVE, YOU KNOW, APPROVAL TO ENERGIZE WHEN THEY, THEY WANT TO COME ONLINE. 
          UM, SO THIS IS REALLY THE, THE INNER OR OUT STEP, UH, SO TO RECEIVE THE ALLOCATED MEGAWATTS, UH, THE CUSTOMER WAS EXECUTE THE INTERCONNECTIONS AGREEMENT, UH, INTERCONNECTION AGREEMENTS THAT MEET THE REQUIREMENT, UM, THAT, UH, WILL BE CONSISTENT WITH 58 4 81. 
          THE INTERCONNECTING TDSP WILL BE RESPONSIBLE FOR NOTIFYING ERCOT BY THE END OF THAT COMMITMENT PERIOD. 
          WHICH OF THE LOADS HAVE MET THAT CRITERIA, UH, BY THE DEADLINE. 
          AND THEN LOADS THAT 
          [00:35:01]
ARE NOT, HAVE NOT MET THOSE CRITERIA WILL, WILL BE DROPPED AND WILL NOT BE ELIGIBLE TO MOVE FORWARD. 
          AND SO THAT BRINGS US INTO THE REFINEMENT. 
          UM, SO THE REFINEMENT, UH, IS WHERE WE ARE GOING TO TAKE WHAT CAME OUTTA BATCH ZERO AND LOOK AT WHAT LOADS CONTINUE FORWARD, AND THEN LOOK AT THE UPGRADES TO DETERMINE IF THEY ARE NEEDED OR REQUIRE MODIFICATION OR MAYBE ARE NO LONGER NEEDED. 
          UH, AND SO, UH, THE AMOUNT OF WORK THERE, I THINK WILL DEPEND ON HOW MANY LOADS MOVE FORWARD OR, OR DROP. 
          BUT THE IDEA IS THAT WE'RE, WE'RE TAKING THAT AS OUR STARTING POINT. 
          SO WE'RE NOT STARTING FROM ZERO. 
          AGAIN, THIS IS NOT A UD WHERE WE JUST SAY, OKAY, WE'RE GOING TO, YOU KNOW, START FROM ZERO. 
          THIS IS, WE'RE TAKING THE ENDPOINT, WE'RE LOOKING AT THE CHANGES THAT HAPPEN, AND THEN, UH, HOPEFULLY ITERATING QUICKLY TO A, A TRANSMISSION PLAN. 
          AND AGAIN, THIS IS WHERE CLOSE COLLABORATION WITH ERCOT AND THE TSPS WILL BE IMPORTANT. 
          ONCE THE TRANSMISSION PLAN IS, IS COMPLETE BY, BY THE END OF THAT PERIOD, IT'LL BE DELIVERED TO RPG AND STAKEHOLDERS WILL BE PROVIDED A THREE WEEK OPPORTUNITY FOR COMMENT. 
          UM, AND THIS, UH, YOU KNOW, THE REASON THAT WE'RE DRIVING THIS, I THINK I SAW A QUESTION EARLIER IN MY, MY SLIDES THAT, YOU KNOW, WHY ARE WE DOING THIS? WELL, IT'S, UH, YOU KNOW, THERE'S SORT OF SEVERAL KEY CONCEPTS THERE. 
          THE FIRST IS THE NEED FOR, UH, STAKEHOLDER REVIEW AND TRANSPARENCY. 
          UM, BUT IT ALSO PRESERVES THE, THE OVERALL GOVERNANCE PATHWAY, UH, FOR THESE UPGRADES. 
          UM, BUT IT IS TIME BOUND. 
          'CAUSE AGAIN, YOU KNOW, I THINK ONE OF THE, THE PIECES OF FEEDBACK WE HEARD IN THE LAST FEW WORKSHOPS IS THAT THERE'S THAT POTENTIAL, UM, FOR THAT PROCESS TO DRAG ON. 
          AND, AND THE IDEA IS THERE'S A LOT OF WORK THAT'S ALREADY GONE INTO THIS. 
          AND SO WE WANT THAT, THAT OPPORTUNITY FOR STAKEHOLDER COMMENT TO BE THERE, BUT, UH, NOT TO DELAY THE, THE OVERALL PROCESS UNNECESSARILY. 
          UM, IF THERE ARE SIGNIFICANT COMMENTS, THERE'S THE POTENTIAL THAT WE MAY ERCOT MAY CONDUCT AN ADDITIONAL LIMITED ASSESSMENT TO ADDRESS SPECIFIC ISSUES THAT ARE RAISED IN THOSE COMMENTS. 
          UM, UH, BUT THIS IS REALLY INTENDED TO BE A FOCUS TECHNICAL CLARIFICATION AND NOT A FULL SCALE RE STUDY. 
          AND I, I WOULD ALSO ADD THIS WILL, WILL NOT BE NECESSARY IN ALL CASES, BUT, UH, IS POTENTIAL, UH, TO IMPACT THE OVERALL TIMELINE. 
          UM, AND THEN FROM THERE IT WOULD GO TO TAC, THE TRANSMISSION PLAN WOULD GO TO TAC FOR CONSIDERATION AND RECOMMENDATION, UH, AND THEN, UH, TO THE, AGAIN, TO THE BOARD FOR, UH, RECOMMENDATION. 
          UH, AND SO THAT WOULD BE CONSIDERED TO SATISFY ERCOT INDEPENDENT REVIEW OF THE OVERALL PLAN. 
          OKAY. 
          WE MADE IT TO SLIDE 24. 
          I LIED. 
          I THOUGHT THAT THAT LAST SLIDE WAS MY LAST ONE, BUT, UM, I WANTED TO, TO COVER THIS AS WELL BEFORE WE TAKE QUESTIONS. 
          SO I MENTIONED THAT, YOU KNOW, YOU NOTICE THIS IS LONGER THAN A SIX MONTH PROCESS. 
          UH, THE IDEA IS THAT WHILE, YES, IT IS A OVERALL LONGER THAN SIX MONTH PROCESS, WE WILL DO IT ON A SIX MONTH CADENCE. 
          AND SO, UH, BATCH TWO OR REALLY BATCH ZERO WILL FEED INTO BATCH ONE AND BATCH ONE WOULD START SIX MONTHS AFTER BATCH ZERO. 
          AND THAT WOULD KICK OFF THE REGULAR, UH, STUDY CYCLE PROCESS. 
          UM, AND SO THE REFINEMENT WOULD HAPPEN IN PARALLEL WITH THE START OF THE NEXT BATCH. 
          UH, AND THEN, SO THERE WILL BE EVERY SIX MONTHS OPPORTUNITIES TO GET INTO A BATCH, BUT, UH, THE TRANSMISSION REFINEMENT WILL TAKE LONGER THAN THAT. 
          AND I GUESS THE LAST THING I WILL ADD HERE IS THAT THE, A LOT OF THE DETAILS OF THIS WILL BE INCLUDED IN THE BATCH ONE REVISION REQUESTS. 
          AND SO, UM, HAPPY TO FIELD QUESTIONS ON THAT, BUT I CAN'T GUARANTEE I'M GONNA HAVE A LOT OF ANSWERS THERE, UH, JUST GIVEN THAT THOSE HAVE NOT BEEN WRITTEN YET. 
          SO, ALRIGHT, MATT, THE FLOOR, WE'RE OPENING THE FLOOR. 
          ALRIGHT, WE HAVE ABOUT 15 QUESTIONS IN THE QUEUE. 
          WE'LL START WITH CLAYTON GREER. 
          YEAH, THE QUESTION IN THE COMMENTS, I'M SORRY, CAN YOU SCROLL UP REAL QUICK? WAS THE, WHY DO WE NEED THAT? WHY DO WE NEED THE RPG STILL? I MEAN, I'M GONNA LET YOU ASK THAT ONE, NOT ME. 
          YEAH, I DO APPRECIATE THE FEEDBACK. 
          UNFORTUNATELY, THIS IS KIND OF A FATAL FLAW FOR THIS PLAN. 
          YOU'VE GOTTA GO, YOU GOTTA START BATCH ONE WITH A SET OF TRANSMISSION. 
          THAT TRANSMISSION NEEDS TO MATCH WHAT YOU'VE APPROVED HERE. 
          THE PROJECTS THAT YOU'VE APPROVED ALREADY THAT NEED TO GO IN AS THE LOAD FOR BATCH ONE THAT CLEARED IN BATCH ZERO 
          [00:40:01]
DON'T HAVE A PATHWAY TO PROVIDE POWER. 
          SO YOU'RE GONNA HAVE THE SAME PROBLEMS. AGAIN, UM, THIS IS A KEY PART OF THIS WHOLE, YOU KNOW, I'VE TALKED ABOUT THIS BEFORE. 
          THIS POST-PROCESSING PIECE IS VERY CRITICAL. 
          I THINK YOU SAW A TOOL THAT YOU COULD MANAGE THIS WITH LAST TIME, LAST WEEK THAT THAT WOULD REALLY HELP THIS. 
          SO I THINK YOU MAYBE NEED TO FIGURE OUT WHAT THAT TOOL CAN DO, VALIDATE THE RESULTS. 
          IF YOU, IF THERE ARE ANY CONCERNS WITH THE RESULTS THAT GRID ASRA PROVIDES, YOU CAN JUST RUN THAT THROUGH A-P-S-C-C AND SEE IF IT ACTUALLY PROVIDES A REAL SOLUTION. 
          IF IT PROVIDES A REAL SOLUTION. 
          AND I THINK THAT WE'RE MOVING FORWARD WITH THAT. 
          AND THEN, UH, UH, THAT SIMPLIFIES QUITE A FEW THINGS IN YOUR PROCESS TODAY. 
          IF IT DOESN'T WORK, THEN I GUESS, YOU KNOW, YOU NEED TO PROCEED FORWARD WITH SOMETHING LIKE THIS. 
          BUT THAT WHOLE THREE MONTH BACKEND IS, IS, IS A, A FATAL FLAW TO THIS. 
          SO I REALLY DON'T THINK YOU COULD KICK OFF BATCH ONE UNTIL YOU'VE COMPLETED THE FULL NINE MONTHS. 
          YOU'VE, YOU'VE GOT YOUR FULL SET OF TRANSMISSION THAT'S APPROVED AND YOU'VE GOT YOUR LOADS THAT ARE APPROVED TO MOVE FORWARD. 
          ALRIGHT? SO I, YEAH, I'LL, I'LL TAKE THAT. 
          JUST, UM, I THINK THIS IS, THIS IS NOT TOO DISSIMILAR TO WHAT WE DO IN RTP TODAY WHERE YOU, YOU START WITH AN YOUR RTP CASE. 
          UM, SO, SO AS THEY'RE STARTING THEIR 2026 RTP, THEY DON'T HAVE ALL OF THE 2025 RTP PROJECTS THAT ARE IN THAT CASE. 
          BUT WHEN THEY SEE THOSE SAME ISSUES THAT SHOW UP, THEN THE ENGINEERS KNOW, OKAY, HEY, I, I STUDIED THIS LAST YEAR, I, I KNOW I NEED THIS 1 38 UPGRADE. 
          AND, AND SO THEY CAN PULL THAT OFF THE SHELF AND, AND, BUT I, I THINK IT'S IMPORTANT TO KNOW, UH, THAT YOU, YOU, YOU CAN START THAT WITH WITHOUT KNOWING WHAT ALL OF THOSE PROJECTS ARE. 
          BUT, BUT YOU NEED TO KNOW WHICH, UH, WHICH OF THOSE PROJECTS MAY BE, UM, IMPACTED BY THE LOADS THAT ARE IN BATCH ONE. 
          AND SO YOU, YOU HAVE TO HAVE THAT ACCOUNTING SO THAT YOU, YOU CAN SEE THAT AND THE ENGINEERS CAN KNOW AND, AND ASSIGN THOSE. 
          OKAY? SO THAT, THAT'S ANOTHER BALL OF WAX THAT I'M NOT OPENING RIGHT NOW. 
          WE, WE, WE WILL DEAL WITH THAT IN A FUTURE MEETING. 
          I THINK WHAT WE'RE TALKING ABOUT HERE IS JUST THE, THE GEN, YOU KNOW, YOU HAVE STUDY RESULTS. 
          THOSE STUDY RESULTS ACCOUNT FOR VARIOUS YEARS. 
          SO YOU'RE GOING TO THE TSPS, YOU'VE GOT THIS PILE OF PROJECTS, THE TT SP HAS HOWEVER MANY, YOU KNOW, HOWEVER MUCH TIME TO LOOK THROUGH THAT PILE OF PROJECTS AND SAY, OKAY, THIS IS WHAT I CAN GET IN 26, THIS IS WHAT I CAN GET IN 27, THIS IS WHAT I CAN GET IN 28, THIS IS WHAT I GET IN 29. 
          THAT RELEASES A CERTAIN AMOUNT OF MEGAWATTS IN EACH OF THOSE YEARS THAT ALLOWS CERTAIN MEGAWATTS TO FLOW AT THE END OF THIS PROCESS. 
          THE HOPE IS THAT YOU'LL BE ABLE TO TELL, YOU KNOW, LOAD ONE, LOAD TWO, LOAD THREE, THIS IS YOUR REVISED TIMELINE. 
          WE COULDN'T GET THEM IN IN TIME. 
          AT THE END OF THIS, IF WE THEN START AN RPG PROCESS AND THAT PROCESS PRODUCES DIFFERENT RESULTS, YOU KNOW, WE TALKED ABOUT THIS LAST TIME, PRODUCES A WHOLE BUNCH OF LINE RE YOU KNOW, INSTEAD OF LINE REBUILDS, WE'RE GONNA DO A NEW LINE. 
          WELL, THAT NEW LINE MAY BE SIX YEARS TO GET IN PLACE. 
          NO, IT WON'T, WON'T DO THAT BECAUSE IT, WE HAVE TO RESPECT WHAT WHATEVER LOAD COMMITMENT WE OFFER IN THE ALLOCATION IN THAT IN THE, AT, AT THE END OF BATCH ZERO STUDY, WHATEVER MEGAWATT ALLOCATION, WE, WE HAVE TO RESPECT THAT. 
          AND, AND SO IF IT'S, IF YOU HAVE AN ALTERNATIVE THAT TAKES LONGER THAN THE TRANSMISSION PROJECT THAT YOU IDENTIFIED IN THE BATCH, THAT THAT'S NOT A VIABLE ALTERNATIVE THAT WE, YOU DON'T CONSIDER THAT ALTERNATIVE IN THE REFINEMENT STUDY. 
          RIGHT. 
          I CAN TELL YOU THAT A LINE UPGRADE THAT WAS, UH, IDENTIFIED FOR ONE OF MY PROJECTS, IT WAS A 30 MILE, 3 45 KV LINE THAT THE TRANSMISSION COMPANY SAID, NO, WE CANNOT DO THIS REBUILD. 
          IT WAS AN OPEN LEG TOWER. 
          SO THEY'RE GONNA DO THE OPEN LEG, PUT, PUT THE, YOU KNOW, STRING THE CONDUCTORS ON THE OPEN LEG. 
          YEAH. 
          BUT THAT PROJECT NOW REQUIRES SIX BREAKERS TO BE INSTALLED. 
          THOSE BREAKERS ARE THREE YEAR LEAD TIME. 
          THOSE ARE THE TYPE OF SITUATIONS THAT WE'RE GONNA BE GETTING INTO WITH THIS AND, YOU KNOW, MULTIPLIED BY 30 OR 40. 
          AND SO WE HAVE TO HAVE A PROCESS IN PLACE THAT CAPTURES ALL OF THAT, CYCLES IT AROUND TO WHERE WE'RE NOT EVEN RECOMMENDING THOSE PROJECTS THAT WE HAVE CAUGHT THAT UP FRONT AND THAT WE'RE RECOMMENDING PROJECTS THAT ARE ALL VIABLE. 
          YES. 
          OKAY. 
          A HUNDRED PERCENT AGREE. 
          OKAY. 
          OKAY. 
          SO WE NEED TO PRE-PROCESS THIS GOING IN AND MAKE SURE THAT WE HAVE THAT FULL LIST OF PROJECTS WE CAN'T DO, WHICH IS NOT, I DON'T, I DON'T KNOW IF THAT'S FEASIBLE. 
          SOME OF THIS'S GONNA REQUIRE BACK AND FORTH. 
          YEP. 
          BUT WE, BUT YEAH, NO, AND WE, WE'VE HAD A LOT OF INTERNAL DISCUSSION ABOUT, UM, OR IF YOU GO BACK TO SLIDE 14 AG, SO, SO THAT, UH, SORRY, THE TEXT IS REALLY SMALL, BUT IN, IN THAT UPPER RIGHT 
          [00:45:01]
CORNER, WE CANNOT ASSUME A PROJECT IS GOING TO BE CONSTRUCTED IF, IF WE DON'T KNOW THAT IT'S FEASIBLE. 
          SO IF WE DO THAT BACK AND FORTH AND WE GET TO THE END OF THE TIME AND WE'RE, WE'RE WORKING WITH TSP AND WE, WE DON'T KNOW YET, THEN THAT PROJECT DOES NOT GET RECOMMENDED. 
          SO WHAT DO YOU DO? YOU HAVE A LOAD THAT YOU NEED TO SERVE. 
          IT'S DEPENDENT ON A PROJECT THAT YOU CAN'T RECOMMEND MOVE FORWARD. 
          THE, THE WE, WE TELL THE LOAD WE CANNOT SERVE YOU IN THIS YEAR. 
          SO, SO IF, IF IT'S BE, HEY 2029, YOU WOULD TELL THEM YOU CAN'T SERVE THEM AT ALL. 
          RIGHT? BECAUSE IT'S PROBABLY ANY MEGAWATTS ARE DEPENDENT ON THAT PROJECT BEING COMPLETED IN, IN THE EXAMPLE THAT I'M TALKING ABOUT. 
          OKAY. 
          ONLY A HUNDRED MEGAWATTS OF THE THOUSAND MEGAWATTS OR 150 MEGAWATTS OF A THOUSAND MEGAWATTS COULD FLOW WITHOUT THAT PROJECT BEING DONE. 
          SO IN, AND LET'S SAY THAT THAT PROJECT, WE, WE, WE DON'T IDENTIFY IT IN THIS BATCH 'CAUSE WE CAN'T, CAN'T FIND A SOLUTION. 
          WHAT HAPPENS IS WE, WE WOULD SAY, OKAY, WE, WE THINK WE WILL BE ABLE TO COME UP WITH A SOLUTION IN 2033, EVEN THOUGH WE HAVEN'T IN THIS PROCESS BEEN ABLE TO FIGURE OUT EXACTLY WHAT THAT IS. 
          BUT WE HAVE OTHER TRANSMISSION PLANNING PROCESSES THAT CAN FIND THAT SOLUTION. 
          AND, AND WE THINK BASED ON OUR HISTORY, WE CAN GET ANYTHING BUILT THAT WE NEED TO GET BUILT BY 2033. 
          BUT THAT'S OUR ASSUMPTION GOING INTO THIS. 
          SO, SO WE WOULD TELL THAT LOAD UNTIL LIKE THROUGH 20, 20 32. 
          IT'S 150 MEGAWATTS AND YOU GET YOUR FULL, I DON'T REMEMBER WHICH, A THOUSAND MEGAWATTS MM-HMM . 
          IN 2033. 
          OKAY. 
          AND SO I'M GONNA GET A, I'M GONNA GET AN INTERCONNECT AGREEMENT THAT SAYS I WILL GET ALL OF MY LOADS SERVED IN IN 2033. 
          OKAY. 
          WITHOUT ANY ACTUAL TRANSMISSION BACKING THAT UP. 
          HOW ARE YOU GONNA ALLOCATE COST TO THAT? UH, I, I THINK WE, WE CAN'T ON THAT 'CAUSE WE DON'T KNOW WHAT THAT SOLUTION IS. 
          SO HOW DOES THAT FULFILL THE SENATE BILL OR WHAT THE RULE IS THAT IS BEING DEVELOPED? YEAH, THAT'S, THAT'S A FAIR QUESTION. 
          I I DON'T, I DON'T HAVE AN ANSWER TO THAT. 
          WE'LL HAVE TO WORK THROUGH THAT. 
          OKAY. 
          OKAY. 
          YEAH. 
          BUT, BUT FOR THOSE, IF IT IS A COMPLEX PROJECT, IT IS, YOU KNOW, I USE THE EXAMPLE, IF IT'S A NEW 7 65 KV LINE, WE'RE PROBABLY NOT GOING TO WORK THAT OUT WITHIN A THREE MONTH STUDY PROCESS. 
          SO CAN I BROUGHT UP THE CONCEPT OF DOING A TRIAL RUN? ARE YOU PURSUING THAT AT ALL? WE, UH, YES. 
          NOT PUBLICLY, BUT YES, WE'RE GONNA DO OKAY. 
          WE'RE DO A TRIAL RUN IN HOUSE. 
          DOESN'T HAVE, DOESN'T HAVE TO BE PUBLIC. 
          I DON'T NEED TO SEE IT. 
          I JUST WANNA KNOW THAT YOU'RE DOING IT. 
          I WANT, I WANT THE COMFORT THAT YOU'RE DOING IT. 
          YOU'RE GOING THROUGH AND UNEARTHING SOME OF THIS STUFF. 
          YES. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, THANK Y'ALL. 
          NEXT UP IS BILL BARNES. 
          THANKS. 
          BILL BARNES, NRG SLIDE 10 AG QUESTION ON, UH, THE PIGGER 1 27 PROCESS. 
          I DON'T KNOW IF WE EVER RAN THIS TO GROUND, BUT AFTER YOU EXHAUST ALL OF THE RESOURCES THAT ARE AVAILABLE IN THE CDR DIFFERENT PHASES, THE LAST STEP OF THE PI 1 27 METHODOLOGY IS, UH, ERCOT WILL ADD GENERATION OUTSIDE OF THE INTERCONNECTION QUEUE BASED ON ERCOT DISCRETION. 
          HAVE WE FIGURED OUT HOW YOU DECIDE WHERE YOU PUT THAT GENERATION, THE LOCATION ON THE SYSTEM? 'CAUSE THAT WILL HAVE A BIG IMPACT ON THE TRANSMISSION SECURITY VIOLATIONS. 
          YEAH, IT'S FAIR. 
          UH, UNFORTUNATELY I DON'T HAVE A, ANY MORE OF AN ANSWER THAN, UH, THE, THE EARLIER WORKSHOP, BUT WE ARE STILL WORKING ON THAT ONE. 
          OKAY. 
          BUT YEAH, THANKS. 
          WE DO UNDERSTAND THAT THAT IS, UH, A CONCERN. 
          ALRIGHT, NEXT QUESTION. 
          SAM JUNG. 
          ALL RIGHT. 
          SAM JUNG FROM EPE, UM, UH, AIRCON OPERATION RECENTLY REQUIRED NO SOLAR CASE TO BE STUDIED IN THE WEST TEXAS REGION. 
          IS THIS GOING TO BE CONSIDERED IN THE, UH, RIGHT, WE'RE ON SLIDE 10 ALREADY? YEAH, THOSE, THESE, UH, CASES THAT PRESENTED HERE? YEAH, IT, UM, THAT, THAT'S INTENDED TO BE COVERED BY THE SUMMER PEAK NET LOAD. 
          UM, AND PERHAPS, UH, SHOULD HAVE BEEN CLEARER ON THAT. 
          IT'S REALLY MEANT TO BE, UM, ASSESSING THAT NO SOLAR SCENARIO. 
          SO IT MAY NOT BE EXACTLY THE PEAK OF THE NET LOAD. 
          UH, SOMETIMES THAT DOES OCCUR WHEN THERE'S STILL SOME SOLAR ON, BUT, BUT THAT WE'RE REALLY LOOKING AT THE NO SOLAR SCENARIO THERE. 
          YEAH. 
          AND AG, IF I COULD ALSO JUMP IN AND GIVE A LITTLE A PSA FOR THE, UH, TSPS. 
          UH, WE ARE GOING TO BE ASKING SSWG, UH, TO START BUILDING THESE CASES. 
          UH, SO YOU WILL, UH, VERY SOON YOU WILL SEE A, A REQUEST TO, UH, MODIFY THE SSWG 
          [00:50:01]
PROCEDURE MANUAL TO, UH, BUILD THOSE NO SOLAR CASES. 
          THANK YOU. 
          ALRIGHT, NEXT THING, QUEUE IS SHILPI. 
          SHILPI, ARE YOU ONLINE? HEY. 
          HI, UH, HI. 
          THIS IS KUMAR WITH MARA. 
          CAN YOU HEAR ME? YES, GO AHEAD. 
          YES, GO AHEAD. 
          OH, PERFECT. 
          THANK YOU. 
          UH, SO 81 QUICK CLARIFICATION. 
          UH, AFTER THE PRIMARY STUDY FOR THE SIX MONTHS, ONE OF THE OUTPUTS WILL BE LOAD COMMISSIONING PLAN FOR, UH, EACH YEAR. 
          UH, SO FOR EACH OF THAT YEAR, WILL THE CAPACITY THAT IS ALLOCATED TO THE LOAD BE A FIXED NUMBER FOR THAT WHOLE YEAR? OR WOULD THAT VARY BY SEASON, ASSUMING THAT THE LOAD THAT CAN BE SERVED RELIABLY VARIES BY SEASON? LIKE MAYBE THAT'S LESS IN WINTER AND, UH, MORE IN OTHER SEASONS? I THINK THAT DETAIL IS STILL TO BE DETERMINED. 
          DETAIL IS, UM, SO I DON'T, I DON'T HAVE A FIRM ANSWER IT, IT MAY BE MORE GRANULAR BY YEAR, BUT IT WOULD BE DOCUMENTED FULLY IN THE, IN THE PLAN. 
          OKAY. 
          THAT, THAT'S USEFUL. 
          AND HERE'S MY, UH, QUESTION. 
          SO WE TALKED ABOUT THE SIX MONTH PRIMARY STUDY AND THEN THE THREE MONTH, UH, REFINEMENT, UH, PERIOD. 
          SO YOU MENTIONED THAT AT THE END OF THAT SIX MONTH, UH, STUDY PERIOD, THERE WILL BE, UH, ANOTHER MILESTONE WHERE YOU'LL NEED TO COMMIT. 
          AND THAT WOULD BE ONE STOP WHERE A LOT OF ST UH, LOADS CAN CHOOSE TO DROP. 
          AND AFTER THE REFINEMENT PERIOD, WHAT I WONDER IS THAT, BECAUSE YOU SAID YOU LOOK AGAIN AT TRANSMISSION NEEDS, ET CETERA, AND THAT COULD CHANGE THE UPGRADE REQUIREMENTS FOR CERTAIN LOADS. 
          SO AT THE END OF THAT, UH, THREE MONTH PERIOD, WOULD THERE BE, UH, UH, OPPORTUNITY FOR ANY LOAD TO DROP OUT AT THAT POINT OR THEY'RE COMPLETELY LOGGED IN? I THINK THAT'S GONNA BE GOVERNED BY THE RULE MAKING. 
          UM, BUT THERE WILL NOT BE SOMETHING BUILT INTO THE, THE PROCESS. 
          THE INTENT IS FOR, IF YOU KIND OF THINK ABOUT THE TWO HALFS OF THIS PICTURE, THE LEFT HALF THE SIX MONTH PERIOD IS WHAT WE ARE ASSESSING THE INTERCONNECTION FACILITIES THAT WOULD BE NEEDED TO RELIABLY SERVE YOUR LOAD. 
          THE RIGHT HALF IS THE RIGHT, THIRD IS YOU'VE COMMITTED AND WE ARE NOW GOING TO PLAN THE SYSTEM TO SERVE YOUR LOAD. 
          AND SO, UH, THE INTENT IS THAT THE, THE RED BOX IS THE DECISION POINT TO STAY IN OR NOT. 
          YEAH, I, I GET THAT. 
          BUT, UH, MY, MY ONLY CONCERN AND LIKE, YOU KNOW, JUST LOOKING AT, UH, CHOOSE AT, UH, DIFFERENT, UH, REGIONS, USUALLY WHEN A LOT OF LOADS SAY FOR EXAMPLE, UH, DROP OUT, THAT'S DEFINITELY GOING TO CHANGE THE ALLOCATION FOR OTHER LOADS WHICH ARE IN THERE. 
          AND IT'S NOT POSSIBLE, LIKE, LIKE IT'S NOT NECESSARY THAT IT ALWAYS HAPPENS, BUT THERE COULD BE SCENARIOS WHERE, SAY AT THAT POINT IT JUST DOESN'T MAKE SENSE FOR SOME LOAD TO CONTINUE WITH THAT PROJECT. 
          AND YOU, YOU MIGHT SEE SOME DROPPING OFFS THERE AND THAT, THAT IS ONE OF THE THING THAT TRIGGERS LIKE RE STUDIES AND WE GET CAUGHT IN THAT LOOP. 
          RIGHT. 
          SO JUST WONDERING IF THERE, I'M, THAT'S MORE OF A THOUGHT, LIKE, YOU KNOW, HAVING SOME GUIDELINE THERE THAT WE KNOW THAT AT THAT POINT WE WON'T BE LOOKING AT MORE SUD, UH, JUST HAVING SOME GUARDRAILS ET CETERA AROUND THAT. 
          AND JUST EXPLICITLY THINKING ABOUT THAT SCENARIO COULD BE USEFUL IN, IN MY MIND. 
          AND, UH, SO THAT THAT'S A, A, A SUGGESTION OR A COMMENT I WOULD SAY. 
          AND THEN JUST WONDERING THAT EVEN THEN AT THE END OF THIS THREE MONTH, UH, REFINING PERIOD, BECAUSE YOU WILL MOVE A LOT OF THOSE THINGS THEN TO THE TRANSMISSION PLANNING, UH, FOR TRANSMISSION PLANNING TO RPG, EVEN AT THIS STAGE, YOUR COST ESTIMATE FOR, UH, THAT WON'T BE THE FINAL ONE. 
          YOU'LL STILL SEE MORE THAT COULD PERHAPS COME FROM THE RRP G PROCESS, CORRECT? I DON'T HAVE AN ANSWER TO THAT. 
          THAT LAST QUESTION I ANSWER. 
          I DON'T KNOW IF, UH, ANYBODY FROM I, I DUNNO IF, UH, ANYBODY FROM, IF YOU COULD PLEASE MUTE YOUR MIC. 
          WE'RE GETTING A LOT OF ECHO IN THE ROOM MIC. 
          WE'RE GETTING A LOT OF ECHO IN THE ROOM. 
          UM, SO I DON'T, I DON'T KNOW IF ANYBODY FROM THE, THE BACK ROW THERE CAN HELP ME OUT ON THAT ONE, BUT, UH, I WILL JUST EMPHASIZE THE INTENT IS FOR THE REFINEMENT TO BE THE FINAL WORD ON WHAT IS MOVING FORWARD INTO THE TRANSMISSION PLANNING PROCESS. 
          UH, AND SO I THINK IF WE WERE TO OFFER ANOTHER 
          [00:55:01]
PO POINT THERE AT THE END OF THE THREE MONTHS FOR LOADS TO MAKE ANOTHER DECISION, WE'RE LIKELY CREATING A PROCESS THAT HAS THE SAME PROBLEM WE HAVE TODAY OF AN INFINITE TUDY LOOP. 
          SO, UH, THERE'S ONE, THE INTENT IS FOR THERE TO BE ONE DECISION POINT, AND THEN WE DETERMINE THE FINAL LIST OF UPGRADES AND THAT PROCEEDS FORWARD. 
          YEAH. 
          AND, AND YEAH, I I'LL ADD, YEAH, I'LL ADD, OH, SORRY, GO AHEAD. 
          YEAH, SORRY. 
          SO YEAH, THE INTENTION IS IN THAT WHERE AG HAS THAT, UM, KIND OF MAROON BOX IN THE MIDDLE, THAT THERE, AFTER THAT POINT, THERE IS NO ADDITIONAL GO BACK TO THE ILE WITH UPDATED COMMITMENT, YOU KNOW, FINANCIAL COMMITMENT REQUIREMENTS OR, OR ANYTHING LIKE THAT. 
          THAT THAT IS THE ONE POINT IN TIME WHERE THERE IS A, A, UH, ASK FOR THAT FINANCIAL COMMITMENT IF OTHER PROJECTS DROP OUT OR IF THE PROJECTS AND THE, THE TRANSMISSION PROJECTS END UP CHANGING THROUGH THAT REFINEMENT, THE INTENT IS NOT TO GO BACK AND ASK FOR A UPDATED FINANCIAL COMMITMENT. 
          THANKS. 
          UH, THANKS THAT, THAT MAKES SENSE. 
          AND JUST, UH, TO, TO YOUR POINT, LIKE, YOU KNOW, TO MAKE SURE THAT THAT IS INDEED THE CASE AS YOU'RE INTENDING IT TO BE, MIGHT BE USEFUL TO JUST HAVE SOME EXPLICIT, UH, UH, CRITERIA AROUND THAT. 
          WHAT'S GONNA HAPPEN, SAY IF A LOAD DECIDES TO, OR JUST BE VERY EXPLICIT THAT THIS IS JUST THE ONLY POINT WHERE YOU CAN, AND ONCE YOU COMMIT AT THE, UH, MAROON BOX, THAT'S PRETTY MUCH ABOUT IT. 
          SO THANK YOU SO MUCH. 
          ALL RIGHT. 
          THANKS SHILPI. 
          UH, HAYNES, STRADER, GO AHEAD. 
          I THANK YOU. 
          UM, I'LL BE REAL QUICK. 
          HAYNE STRADER WITH SKYBOX. 
          UM, A THANKS TO ERCOT AND PC. 
          I THINK YOU GUYS HAVE DONE A PHENOMENAL JOB, UH, PUTTING TOGETHER A MUCH MORE PRODUCTIVE PROCESS AND WE REALLY APPRECIATE THAT. 
          UH, I HAVE, I HAVE A REALLY SIMPLE QUESTION ON SLIDE 12. 
          UM, WHEN WILL A LOAD, SO IN THE FIRST THREE BULLETS BY TBD, TBD, BY TBD PLUS 19 WEEKS, WHEN WILL A LOAD KNOW WHETHER OR NOT IT'S IN BATCH ZERO CONSIDERATION OR NOT BY TBD? UM, NO, I, I HARD TO ANSWER THAT QUESTION BECAUSE WE, WE DON'T KNOW EXACTLY WHERE THAT, THAT LINE FOR MEETING THE CRITERIA IS GOING TO BE. 
          BUT THE INTENT WOULD BE TO HAVE A FEEDBACK LOOP TO THE CUSTOMERS SOMETIME BETWEEN THAT AND THE ACTUAL START OF THE STUDY. 
          ALRIGHT, NEXT QUESTION. 
          MARTHA. 
          THANKS MATT. 
          MARTHA HENSON FROM ENCORE. 
          I JUST WANNA SAY THANKS AJI, FOR KIND OF SHINING A FLASHLIGHT INTO THE BLACK BOX THAT YOU TALKED ABOUT A FEW TIMES. 
          I, IT, IT WAS NOT APPARENT TO ENCORE, UH, THAT, YOU KNOW, THERE WAS SOME ENVISIONMENT OF THE TSPS BEING SO INTEGRALLY INVOLVED IN THE STUDY PROCESS AND THAT WAS PROBABLY OF GREAT CONCERN TO THAT, TO US. 
          I'M GLAD TO HEAR THAT SORT OF REPEATEDLY EMPHASIZED TODAY. 
          UM, I DID ACTUALLY WANNA PULL THE THREAD ON SOMETHING THAT CLAYTON RAISED EARLIER, A LITTLE BIT AROUND THE, THE LOAD THAT CAN'T BE RELIABLY SERVED IN YEARS ONE TO FIVE IS GONNA BE ALLOCATED IN YEAR SIX. 
          SO MY MEMORY IS, THE PREVIOUS CONCEPT AROUND THAT WAS, IT WAS BEING DONE BECAUSE ONLY BROWNFIELD PROJECTS WERE GONNA BE IDENTIFIED IN THE BATCH STUDY PROCESS. 
          I, I'M NOT SEEING THAT PIECE HERE ANYMORE. 
          SORRY, LEMME SAY BATCH. 
          I MEANT BATCH ZERO. 
          I'M NOT SEEING THAT PIECE HERE ANYMORE. 
          BUT I THINK WHAT I'M HEARING IS THAT THE STUDY PROCESS AS IT'S BEING ENVISIONED NOW, IT'S IDENTIFYING THE TRANSMISSION NECESSARY TO SERVE THE CUSTOMER REQUEST, BUT ONLY THE TRANSMISSION THAT CAN BE ACCOMPLISHED IN YEARS ONE TO FIVE, WHICH IS THE STUDY HORIZON. 
          AND SO IF THAT'S THE CASE, CAN YOU GO BACK THROUGH ONE MORE TIME? HOW ARE THE PROJECTS NOT AVAILABLE IN YEARS ONE TO FIVE SUPPOSED TO BE IDENTIFIED AND PROCESSED? YEAH, SO THE, UH, THE IDEA IS THAT, UM, SO WE, WE HAVE A LI LIMITED STUDY TIME, UH, SO WE WILL IDENTIFY AS, AS MUCH AS WE CAN IN THAT LIMITED STUDY TIME. 
          BUT, UH, AND, AND, AND TO YOUR EARLIER POINT, MARTHA, I THINK IT'S, UH, HEARD, HEARD THE FEEDBACK, WE ARE NOT GOING TO LIMIT IT TO JUST BROWNFIELD, YOU KNOW, IF THERE'S A GREENFIELD PROJECT AND I THINK WE'RE, AND THAT CAN BE ACCOMPLISHED IN THAT TIME PERIOD. 
          I, I THINK WE'RE OPEN TO THAT AS WELL. 
          UM, AND, AND IT, WELL, YEAH, SO I'LL LEAVE IT AT THAT. 
          UM, BUT WE ALSO RECOGNIZE THAT THERE MAY BE IN, IN THIS STUDY TIMEFRAME, MAY NOT HAVE TIME TO IDENTIFY ALL ALL OF THE POTENTIAL PROJECTS. 
          AGAIN, PARTICULARLY LARGE PROJECTS THAT ARE COMPLEX AND JUST NEED EXTRA STUDY TIME. 
          UH, SO OUR THINKING ON THAT IS THAT WE WOULD, UH, I THINK SIMILAR WHAT WE SAID AT FEBRUARY 3RD IS, IS THAT WE WOULD RELY 
          [01:00:01]
ON THE EXISTING PROCESSES, UH, EITHER RTP OR IF A TSP SAYS, HEY, I, I, I THINK I HAVE THAT SOLUTION, UH, THEN I THINK TSP CAN SUBMIT THAT SOLUTION THROUGH THE RPG PROCESS. 
          UH, SO IT'S, I THINK RELYING ON THE EXISTING PROCESSES THAT WE ALREADY HAVE FOR TRANSMISSION PLANNING. 
          OKAY. 
          THANKS. 
          ALRIGHT. 
          UH, BAR CRUSO. 
          SO, YEAH, UH, I SECOND WHAT HAINE SAID, UH, REALLY LIKED, LIKE TO APPRECIATE OUR, OUR TEAM FOR ALL THE EFFORT YOU'VE PUT INTO DESIGNING THIS. 
          I COULD CLEARLY SEE THE HARD WORK YOU ALL PUT IN THIS, I GUESS. 
          DID YOU, IF THERE WAS A SLIDE ABOUT THE I-L-E-I-L-L-E COMMITMENT PERIOD? COMMITMENT PERIOD NUMBER NINE. 
          NUMBER NINE, UH, WHICH, WHICH SLIDES THE ONE WITH THE MAROON BOX. 
          OH, OKAY. 
          YEP. 
          HANG ON. 
          YEAH, SO I THINK IF WE HAVE TWO POINTS PROBABLY THAT WOULD BE MUCH MORE USEFUL IN THE LOADS COMMITTING TO THIS LIKE ONE AFTER THE ZERO STUDY AND THEN ONE AFTER THE ZERO REFINEMENT, THEN YOU WOULD ACTUALLY KNOW WHAT MEGAWATT AMOUNT YOU'RE GETTING IN AND, AND THE UPGRADES THAT ARE REQUIRED. 
          AND SO, QUESTION, THAT'S MY THOUGHT, INITIAL THOUGHT PROCESS. 
          YEAH. 
          APPRECIATE THAT FEEDBACK. 
          SO MAYBE I, LET ME CLARIFY AND SEE IF THAT ADDRESSES A LITTLE BIT OF THAT, THAT QUESTION. 
          UM, THE MEGAWATT AWARDS FROM BATCH ZERO THAT ARE COMMUNICATED TO A LOAD, SO THE, THE, THE LEFT HALF OF THE SLIDE, THOSE WILL NOT CHANGE IN BATCH, THE BATCH REFINEMENT. 
          SO THERE, THERE WILL NOT, AT THE END OF THE THREE MONTHS BE A MODIFICATION OF THE LOAD COMMISSIONING PLAN. 
          IT'S REALLY DETERMINING WHAT, UH, WHAT TRANSMISSION UPGRADES ARE NEEDED TO SERVE THAT COMMITTED LOAD. 
          NOW I'M GOING TO ECHO WHAT I SAID A FEW MINUTES AGO THAT IT, IF WE INTRODUCE A SECOND DECISION POINT AT THE END OF THAT, WE, WE EFFECTIVELY ARE RECREATING THE SORT OF MAIN ISSUE WE HAVE TODAY, WHICH IS THE RESTUDY LOOP. 
          IF WE ALLOW FOR ANOTHER DECISION POINT ON THE RIGHT THERE AND MORE LOADS DROP OUT, WE NOW HAVE TO LOOP BACK AROUND TO ANOTHER REFINEMENT TO FURTHER REFINE THE, THE TRANSMISSION UPGRADES THAT HAVE BEEN DETERMINED. 
          SO THE INTENTION IS TO HAVE A SINGLE DECISION POINT AND THEN WE PLAN THE SYSTEM FORWARD FROM THERE. 
          OKAY. 
          AND THEN, AM I UNDERSTANDING THIS RIGHT? FOR BADGE ZERO YOU'LL KNOW THE MEGAWATT AMOUNTS ALLOCATED BY JUNE 27? LET ME, IT, IT, I THINK THERE'S A LITTLE BIT OF TBD FROM THAT BECAUSE OF, WE'RE NOT EXACTLY SURE AT THIS POINT, UH, WHERE THE, UM, STUDY WILL START. 
          BUT IF WE GO ON THE TIMELINE THAT IS LAID OUT IN THIS, IN THIS CHART WHERE WE WOULD STU START THE STUDY IN THE KIND OF AUGUST, SEPTEMBER TIMEFRAME, THEN THE ALLOCATIONS WOULD BE IN AROUND THE FEBRUARY, MARCH 20, 27 TIMEFRAME. 
          SO YOU WOULD KNOW, WHATEVER, YOU KNOW, IN FEB WILL BE THE FINAL MEGAWATT AMOUNT. 
          YES. 
          OKAY. 
          THAT'S, THAT'S THE INTENT RIGHT NOW. 
          OKAY, THANKS. 
          YEAH, AND MAYBE, UM, I, I DON'T KNOW IF THIS HELPS, BUT, UH, THINK ABOUT THAT, THAT INITIAL STUDY IN THAT SIX MONTH TIME PERIOD. 
          SO WE, WE HAVE TWO VARIABLES THAT, THAT WE'RE MOVING. 
          SO, SO WE CAN MOVE THE LOADS UP AND DOWN. 
          WE, WE CAN ADD MORE TRANSMISSION. 
          UH, AND, AND SO YOU DO THAT, BUT THEN YOU LOCK IN YOUR LOADS AT THE END OF THAT, WHATEVER THE LOADS COMMIT TO. 
          AND, AND THEN IN THAT THREE MONTH WINDOW, THE ONLY VARIABLE THAT YOU'RE THEN MOVING IS THE TRANSMISSION. 
          ALRIGHT, NEXT THING YOU HANANI, HEY, UH, THIS IS HAN UH, FROM BLACK MOUNTAIN. 
          UM, TO GO TO SLIDE 10. 
          YEAH. 
          ON THE GENERATION ASSUMPTIONS, UM, UH, I DON'T KNOW IF  CAN ADD ONE MORE BULLET TO THAT. 
          UM, BASICALLY MAXIMIZING THE EXISTING GENERATION BEFORE ACTUALLY PROCEEDING TO ADDING OTHER GENERATORS, UH, FROM THE GS REPORT FOR EXAMPLE. 
          UM, WHAT WE HAVE SEEN IN THE SSWG CASES OVER THE PERIOD OF TIME, UM, IS THE SOLAR DISPATCH GETTING REDUCED, UH, EVERY YEAR THE POST SS WG CASES, FOR EXAMPLE, IN 2023, THE SOLAR WAS AT 80%, UH, 20, 24 WAS 75% AND THEN THE LATEST CASES HAVE LIKE 68% OR 
          [01:05:01]
SO. 
          SO I THINK BEFORE WE ADD ANY FUTURE GENERATION, IT MAKES SENSE TO BASICALLY, YOU KNOW, HAVE THE SOLAR MAYBE AT 80% THAT WAS USED IN THE 23 SO THAT WE ARE MAKING, UH, USE OF EXISTING GENERATION FIRST BEFORE ADDING ANY GENERATION THAT HAS, YOU KNOW, NOT MET REQUIREMENTS TO BE INCLUDED IN THE MODELS. 
          THANKS. 
          APPRECIATE THE COMMENT. 
          ALRIGHT, THANKS PR, UH, BROCK PETERSON. 
          HEY BROCK PETERSON, MISS SATOSHI ENERGY. 
          UH, THANKS SO MUCH AG AND JEFF AND EVERYONE FOR PUTTING ALL THIS TOGETHER. 
          THIS IS GREAT. 
          THE, UM, QUESTION I HAVE IS ON INLIGHT PROJECTS AND, UH, TRYING TO UNDERSTAND WHAT THE THOUGHT PROCESS IS ON A TIMELINE PERSPECTIVE. 
          UM, SO LET'S SAY WE HAVE A PROJECT, IT'S DONE EVERYTHING IN THE ERCOT ENERGIZATION CHECKLIST EXCEPT FOR GIVING YOU TELEMETRY DATA. 
          SO IT'S IN THE NETWORK OPERATING MODEL, UH, BUILDING THE BREAKERS AND GIVING YOU DATA IS THE ONLY THING LEFT. 
          UH, AND THAT'S EXPECTED IN LET'S SAY THE AUGUST TIMEFRAME. 
          WOULD THAT CONTINUE TO MOVE FORWARD AND BE APPROVED TO BE ENERGIZED WHILE BATCH ZERO IS GOING ON? OR KIND OF HOW ARE YOU THINKING ABOUT SOME OF THE IN-FLIGHT PROJECTS, UM, THAT WOULD BE LOOKING TO GET THEIR FINAL APPROVAL TO ENERGIZE DURING THIS TIMEFRAME? JEFF, DO YOU WANNA SAVE THAT MAYBE FOR THE LATER SLIDES? YEAH. 
          YEAH. 
          BROCK, IF YOU WOULDN'T MIND HOLDING THAT QUESTION, WE'LL COME BACK TO IT THIS AFTERNOON. 
          YEP. 
          ALRIGHT, NEXT IN THE QUEUE. 
          SANDEEP SHARMA, UH, SANDEEP SMA NEXTERA. 
          HEY AG, UH, SLIDE NUMBER NINE. 
          I THINK I GOT A LOT OF CLARIFICATION, UH, WITH THE EARLIER DISCUSSION, BUT I STILL WANT TO BE FAIRLY CERTAIN. 
          SO ONCE THE ILLE SIGNS THE CONTRACT COMMITMENT CONTRACT, THEN THE IDEA IS THAT ITS FINANCIAL RESPONSIBILITY IS FIXED AT THAT POINT, OR THE FINANCIAL RESPONSIBILITY COULD CHANGE, NOT THE MEGA WORD. 
          I THINK I GET THE POINT WITH MEGA WORD AND I HAVE A SUGGESTION THERE. 
          UM, BUT ON THE FINANCIAL SIDE, AT THAT POINT IT'S LOCKED. 
          WE WILL NOT COME BACK AFTER THE REFINEMENT AND SAY YOUR COST INCREASED OR DECREASED. 
          THAT'S THE IDEA. 
          CORRECT. 
          OKAY, THANK YOU. 
          AND THEN ON THE MEGA WORD, I MEAN, I UNDERSTAND YOU WANT TO KEEP THE MEGA WORD FIXED, BUT TO THE EXTENT THERE IS A POSSIBILITY THAT YOU COULD ALLOCATE A HIGHER MEGA WORD BECAUSE SOMEBODY ELSE DROPPED, I THINK THAT WOULD BE A, THAT WOULD BE, UH, YOU KNOW, A GOOD THING TO ADD. 
          UH, YEAH, SO THIS IS GONNA DANCE US INTO A LITTLE BIT CLOSE INTO THE ONGOING BATCH PROCESS CONCEPT, BUT THE WAY WE'VE BEEN THINKING ABOUT THAT HAS BEEN THE NEXT BATCH STUDY WOULD BE THE APPROPRIATE PLACE FOR THAT TO HAPPEN. 
          SO THE, THE CUSTOMER WOULD HAVE THE OPTION TO OFFER IN WHATEVER THEY WEREN'T ALLOCATED IN THE YEARS THEY WANTED BACK INTO THE NEXT BATCH FOR ANOTHER SHOT AT IT. 
          BUT, UH, GIVEN THE SORT OF COMPRESSED TIMEFRAME AROUND THE REFINEMENT, I DON'T KNOW IF THERE'S GONNA BE SUFFICIENT TIME TO ALSO THEN LOOK AT, UH, REALLOCATION. 
          UM, BUT WE CAN KEEP THAT IN MIND AS WE'RE KIND OF FURTHER, FURTHER REFINING THIS . 
          SURE. 
          SO I THINK WHAT I'M HEARING IS MAYBE FOR BADGE ZERO, BUT THAT'S SOMETHING THAT YOU WILL CONSIDER IN THE, YOU KNOW, ULTIMATE BATCH PROCESS. 
          YES. 
          BUT AGAIN, IT WOULD BE IF YOU, IF YOUR LOAD DIDN'T RECEIVE EVERYTHING IN THE YEARS IT WANTED IN BATCH ONE, IT WOULD NOT BE THE BATCH ONE REFINEMENT WHERE THAT WOULD HAPPEN. 
          IT WOULD BE IN, IT COULD BE OFFERED IN AS BATCH BATCH TWO, TWO AS YOU KNOW, THE, THE DIFFERENCE BETWEEN WHAT DID GET AWARDED AND WHAT WAS NOT COULD BE OFFERED IN TO SEE IF IT COULD BE SERVED PER THE NEXT BATCH. 
          THAT'S THE WAY WE'RE THINKING ABOUT IT CURRENTLY. 
          BUT I, I'M TAKING US AWAY FROM BATCH ZERO HERE. 
          OKAY. 
          ALRIGHT. 
          THANK YOU. 
          ALL RIGHT, NEXT QUESTION. 
          CHRIS MATHIS, CHRIS MARTOS, GOOGLE, UM, FIRST AG ERCOT. 
          THANK YOU. 
          THIS IS A SIGNIFICANT IMPROVEMENT ON ALL OF THE BATCH INFORMATION THAT HAS BEEN PUT OUT THERE. 
          I THINK Y'ALL VERY THOUGHTFULLY LISTENED TO STAKEHOLDERS AND TOOK THE FEEDBACK ON ONE SINGLE SORT OF RE STUDY REVISIT OPTION, OFFERED A LOT MORE CLARITY ON TIMELINE AND AT LEAST CONSTRUCTIBLE PROJECTS ARE AT THE END OF IT. 
          AND SO I'M JUST GONNA EMPHASIZE SOMETHING FROM GOOGLE'S PERSPECTIVE THAT THIS IS A GREAT STARTING POINT AND, YOU KNOW, IN TERMS OF TRYING TO FIX THE GENERAL STRUCTURE BEYOND THE SORT OF ONE DECISION POINT TO COMMIT, WE DON'T REALLY SUPPORT THAT. 
          WE, WE, YOU HAVE ONE DECISION POINT WE NEED TO MOVE FORWARD WITH TRANSMISSION AND PROJECTS AND GET THINGS BUILT. 
          THERE WILL 
          [01:10:01]
BE, I THINK, SOME REFINEMENT IN THIS PROCESS AS WE CONTINUE TO HAMMER OUT THE ADMINISTRATIVE DETAILS, BUT I THINK THIS IS A SIGNIFICANT IMPROVEMENT. 
          SO THANK YOU. 
          THANK YOU, CHRIS. 
          THANKS CHRIS. 
          COULD YOU CLARIFY YOUR COMMENT? ARE YOU SAYING THAT, THAT GOOGLE HAS CONCERNS ABOUT SUPPORT IT? OKAY. 
          WE, I SUPPORT THE STRUCTURE HERE WHERE YOU HAVE ONE DECISION TO COMMIT AND THEN WE MOVE FORWARD WITH REFINEMENTS AND UPGRADES. 
          BECAUSE EXPERIENCE FOR ME IN OTHER MARKETS, UD WEGET MORE RESTUDIES AND WITHOUT FIRM LIMITATIONS WHERE WE JUST SOMEWHAT HAVE TO ACCEPT AN IMPERFECT PLAN AND MOVE ALONG. 
          AND THE THING ABOUT PLANNING, RIGHT, IT IS INHERENTLY IMPERFECT. 
          SO THERE ARE GOING TO BE ALWAYS SOME OPERATIONAL AND IMPLEMENTATION CHALLENGES. 
          I THINK AS WE GO FORWARD THROUGH THIS, WE HAVE ITERATIVE PLANS AND OVERALL THE RTP TO ADDRESS ANY SHORTFALLS IN THIS THAT MIGHT GET MISSING FROM THIS, THE RPG PROJECTS THAT COME OUT OF THIS. 
          BUT I DO THINK IT FLOWS WELL, OR AT LEAST NICELY IN THAT LOAD PROJECTS OR PROJECTS TO ENABLE LOAD ARE NOW INFORMING THE RTP VERSUS THE REVERSE DIRECTION. 
          AND SO I THINK WE HAVE A VERY FUNCTIONAL START TO HOW TO THINK ABOUT UPGRADES IN THE SYSTEM. 
          THANKS FOR THE CLARIFICATION. 
          ALRIGHT, NEXT IS NICK EDWARDS. 
          AND NICK, IF YOU'RE ONLINE, WE DON'T HEAR YOU YET. 
          THAT MAY HAVE BEEN THE SNEEZE ONE EARLIER. 
          OKAY. 
          OKAY. 
          WE'LL GO INTO, SO NICK, JUMP BACK IN THE QUEUE IF YOU NEED IT. 
          OTHERWISE WE'LL GO INTO BILL BORKA. 
          YES. 
          UH, THANK YOU, UH, AG JEFF, MATT, BILL BORKA, UH, BORKA ENERGY. 
          I, I HAVE A CONCERN THAT THE PROPOSAL HE HERE HAS THE POTENTIAL TO CIRCUMVENT ALL RPGS, UH, PROJECTS, THOSE IN FLIGHTS RIGHT NOW. 
          AND THOSE FUTURE ONES. 
          UM, NOT TOO CONCERNED ABOUT FUTURE RPGS BECAUSE THE EXPEDITED TIMELINE, IF YOU CAN GO TO PAGE 14 NOW HAS RPG REVIEW IN A COUPLE OF MONTHS, WHICH IS AWESOME. 
          WE WILL SEE PROJECTS AND GO THROUGH A QUICKLY, UH, UH, AN EXPEDITED STEP SEVEN AND EIGHT TWO MONTHS ROUGHLY. 
          BUT WHAT ABOUT THE PROJECTS IN FLIGHT? WE REALLY NEED TO UNDERSTAND WHAT IS ERCOT DOING WITH RPG PROJECTS THAT WERE SUBMITTED IN 2025. 
          UM, ARE THOSE GONNA BE IGNORED? WE HAVE TWO MONTHS, WE HAVE FOUR MONTHS TO GET THOSE APPROVED. 
          SO WHAT IS ERCOT COMMITMENT TOWARDS THOSE PROJECTS THAT WERE SUBMITTED LAST YEAR? UH, YEAH, BILL, I, I, WE, I DON'T THINK THAT'S WITHIN THE SCOPE OF THIS PRESENTATION. 
          UH, AT THE MOMENT THERE'S NO THINKING THAT THERE WOULD BE ANYTHING, UH, IMPACTING THOSE RPG REQUESTS THAT ARE IN FLIGHT. 
          THEY WOULD BE PROCEEDING FORWARD, UH, ACCORDING TO THE PROCESS THAT'S ALREADY ESTABLISHED IN THE PROTOCOLS. 
          YEAH. 
          BUT, BUT THE, THE CASE BUILD STARTING IN JULY SHOULD SAY AT LEAST ACKNOWLEDGE THE PROJECTS THAT ARE CURRENTLY IN RPG REVIEW WILL BE INCLUDED, PROVIDED THAT THEY ARE COMPLETED IN THE REVIEW. 
          AND AS YOU'RE SHOWING HERE, YOU CAN, YOU CAN COMPLETE RPG REVIEWS IN TWO MONTHS. 
          WE HAVE, YOU KNOW, ROUGHLY FIVE MONTHS UNTIL JULY. 
          CAN WE COMMIT TO GET THOSE OTHERS REVIEWED AND INCLUDED IN THE CASE BILLED? YEAH. 
          SO, UM, BILL, I, I THINK WHATEVER PROJECTS ARE, UM, ASSUMING THIS TIMELINE, AGAIN, ALL THE DISCLAIMERS THAT AG LAID OUT WITH, WE WE'RE NOT SURE EXACTLY WHEN THE THIS PROCESS WILL START. 
          UH, BUT IF YOU ASSUME THIS PROCESS, THIS TIMELINE, ANY PROJECTS ARE THAT ARE ENDORSED BY THE ERCOT BOARD OF DIRECTORS BY JUNE WOULD MAKE IT INTO THESE CASES. 
          IF, IF THERE ARE ANY THAT COME IN A AFTERWARDS, WE WILL DO KIND OF SIMILAR TO HOW WE DO OTHER TRANSMISSION PLANNING STUDIES. 
          WE WILL SEE HOW FAR WE ARE ALONG IN THE PROCESS AND IF WE NEED TO UPDATE THE CASES AND WE'LL UPDATE THE CASES. 
          I THINK THAT'S, THAT'S KIND OF SIM SIMILAR TO O OTHER TRANSMISSION PLANNING PROCESSES. 
          ALRIGHT. 
          THANK YOU JOHN. 
          RUSS HUBBARD. 
          [01:15:01]
THANK YOU. 
          JOHN. 
          RUSS HUBBARD WITH TIC. 
          COULD YOU GO TO SLIDE 24 ? UM, SO AT THE TIME WHEN THE LOAD DURING THE DEVELOPER COMMITMENT TIMEFRAME IS THERE, IF A LOAD DOES NOT MEET THE GATING REQUIREMENTS, WOULD THEY THEN BE ABLE TO GO IN THE FOLLOWING BATCH OR WOULD IT, OR DOES THE TIMING OVERLAP SUCH THAT THEY WOULD ACTUALLY NOT MAKE IT TILL THE, A BATCH ONE AWAY? SO THAT GETS US, UH, INTO THE INTENTION IS THERE WILL BE A PATH IN THE ONGOING BATCH PROCESS FOR A LOAD THAT DOES NOT MEET THE COMMITMENT CRITERIA TO GO INTO THE NEXT BATCH AS, UH, UH, A LOAD THAT IS UNDERSTUDY. 
          AGAIN, I CAN AT THIS POINT COMMIT TO THAT EXISTING FOR BATCH ZERO. 
          UH, YOU KNOW, WITH, WITH THE PURPOSE OF BATCH ZERO BEING TO CLEAR OUT THE EXISTING QUEUE, UH, I THINK IT'S, AND THE CRITERIA FOR ENTERING BATCH ZERO LIKELY WILL, WILL DIFFER SOMEWHAT FROM THE, THE ONGOING BATCH PROCESS. 
          I, I DON'T KNOW IF THERE'S GONNA BE, TIMING WISE IT MAY WORK, BUT I, I CAN'T SAY FOR SURE YET. 
          OKAY, THAT'S FAIR. 
          JUST TO CLARIFY, HEY, REAL QUICK, JOHN, RUSS. 
          SO THAT'S THE SCENARIO WHERE SOMEBODY KEEPS GETTING INTO THE STUDY AND KEEPS DROPPING OUT OF THE STUDY. 
          SO HOW DO WE STOP THAT FROM HAPPENING? NO, I WAS JUST ASKING IF THE FIRST TIME SOMEBODY HAS TO DROP OUT OF THE STUDY, WOULD THEY THEN HAVE TIME TO GET IN THE NEXT STUDY? OKAY. 
          OR WOULD THEY BE FORCED TO DO, UH, TWO STUDIES LATER? SO MORE OF A TIMING OF KNOWING ONE FACT TO THEN MAKE A DECISION ON THE NEXT. 
          OKAY. 
          THANK YOU. 
          AND THEN SECOND, UM, HAVE Y'ALL THOUGHT ABOUT WHAT THE AMOUNT OF TIME IS FOR A DEVELOPER TO COMMIT OR NOT AND WHAT THAT LOOKS LIKE? IT'S ABOUT 30 DAYS. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, NEXT QUESTION. 
          EVAN NEIL, EVAN NEIL WITH LAN. 
          UM, I WANNA ECHO A LOT OF STUFF. 
          CHRIS SAID. 
          I THINK THIS IS A HUGE IMPROVEMENT. 
          WE LIKE A LOT OF THE STUFF OF THE, THE SKELTER STRUCTURE AND PROCESS HERE. 
          UM, SO I THINK THIS IS A GREAT START TOWARDS GETTING CONSENSUS ON SOMETHING SO WE CAN MOVE QUICKLY. 
          UM, I DO HAVE A COUPLE OF COMMENTS JUST TO KIND OF BUILD OFF OF SOME THINGS OTHER PEOPLE HAVE SAID SO FAR AND THEN A FEW QUESTIONS. 
          UM, AND SO THE FIRST IS JUST THAT I THINK THE APPROVING ALL THE LOAD AT A SIX YEAR CUTOFF KIND OF JUST, I'M THINKING ABOUT LIKE A SIX YEAR LIKE BLANK CHECK THAT WE'RE KIND OF TALKING ABOUT WRITING. 
          I THINK THAT'S PROBABLY NOT THE BEST IDEA. 
          UM, AND I HEAR THAT BIG PROJECTS, LIKE BIG PROJECTS THAT COULD SERVE LOAD ON THAT TIMELINE NEED FURTHER STUDY. 
          AND TO THAT POINT, MAYBE A RECOMMENDATION WOULD BE TO INTRODUCE RPG INVOLVEMENT SOONER IN THE PROCESS. 
          SO I THINK LIKE THERE'S NOTHING TO SAY THAT DURING THE SIX MONTH STUDY PERIOD THERE COULDN'T BE UPDATES TO RPG, UM, OR DURING THE BATCH REFINEMENT TRANSMISSION OR YEAH, THEY'RE IN THE BATCH REFINEMENT PROCESS. 
          LIKE THERE COULDN'T BE PRESENTATIONS TO RPG SO THAT MAYBE THE TSPS COULD BRING THEIR PROJECTS THAT THEY'VE ALREADY KIND OF PLANNED FOR THEIR SYSTEM INTO THAT PROCESS EARLIER. 
          'CAUSE I THINK TO THE COMMENTS THAT WERE MADE, IF, UM, YOU KNOW, YOU GET TO THE END AND THEN YOU'RE ASKING THE TSPS IN RP G UH, WHAT THEY THINK SHOULD SOLVE THEIR SYSTEM ON A, ON A GRAND HORIZON, THEN, THEN WE'RE DELAYING IT. 
          SO, THANKS EVAN. 
          YEAH, IT, IT, I I THINK AS THIS ALSO CAME UP IN ONE OF THE OTHER, UH, RECENT QUESTIONS WE GOT, AND SO I WANNA MAKE A A VERY CLEAR, UH, I WANNA MAKE A CLARIFICATION. 
          THE REASON THAT, THAT WE FEEL THAT IT IS POSSIBLE TO HAVE SUCH A TRUNCATED RPG REVIEW IN THIS PROCESS IS BECAUSE THERE IS CONSTANT ENGAGEMENT WITH THE TSPS DURING BOTH THE BATCH ZERO STUDY AND THE REFINEMENT. 
          UM, AND SO I GUESS, UH, I JUST WANNA MAKE SURE THAT THAT IS CLEAR THAT, YOU KNOW, IT, THAT IS WHY WE FEEL A SHORTER ENGAGEMENT AT RPG IS POSSIBLE. 
          UM, SO I GUESS MY, MY QUESTION BACK TO YOU WOULD BE WHY, WHY WOULD THE TSPS NOT HAVE BROUGHT UP THOSE PROJECTS? UM, YOU KNOW, AND AGAIN, KEEP IN MIND THIS IS ALL JUST ON, ON SLIDES RIGHT NOW, BUT, UH, UH, I GUESS I MAYBE IF YOU COULD CLARIFY WHY, UH, ADDITIONAL TRIPS TO RRP G MIGHT BE NECESSARY. 
          OH, I, I JUST MEAN IN THE, THE SENSE OF TRANSPARENCY AND I WAS RESPONDING TO THE COMMENT THAT JEFF MADE IT EARLIER THAT PERHAPS THAT MIGHT NOT BE THE CASE, BUT I JUST, IF WE'RE CLEAR THAT THAT IS THE CASE AND EVERYONE'S INVOLVED EARLY ON, THAT'S GREAT. 
          I MEAN, I THINK ANOTHER, UH, PRO TO BRINGING RPG IN SOONER IS JUST SO THAT, YOU KNOW, TAC VOTING MEMBERS THAT'LL ULTIMATELY BE APPROVING THE PROJECT COULD MAYBE HAVE MORE VISIBILITY AND CAN UNDERSTAND THE PROCESS FLOW AS IT'S EVOLVED AND THAT MAYBE COULD HELP THERE. 
          UM, BUT AGAIN THAT THIS JUST, YOU KNOW, OPEN SUGGESTION THAT WE CAN TALK ABOUT MORE IN THE UPCOMING WORKSHOPS. 
          JUST WANTED TO PUT THAT THOUGHT OUT THERE. 
          UM, I DO HAVE A COUPLE OF QUESTIONS THOUGH ON SOME OTHER ITEMS. UM, SO I GUESS THE FIRST ONE IS I'M JUST TRYING TO GET A BETTER UNDERSTANDING OF THE CASES THEMSELVES. 
          UM, SO I, I GUESS MAYBE TWO MAIN QUESTIONS IS HOW ARE Y'ALL GONNA 
          [01:20:01]
PLAN TO HANDLE THE OFFICER LETTER LOADS OR LOAD THAT WAS INCLUDED AS PART OF LIKE THE PERMIAN BASIN FORECAST IN THERE? ARE YOU GUESS PLANNING TO KEEP A LOT OF THAT OR WILL KIND OF THAT BE TAKEN OUT AND POTENTIALLY REALLOCATED? AND THEN I, I HAVE OTHER QUESTIONS ABOUT, UM, KIND OF BUILDING OFF WHAT BILL WAS ASKING EARLIER WITH THE, THE GENERATION ASSUMPTIONS LIKE IT ADD ACTUALLY THE CASE AND SPECIFICALLY AROUND THE SUMMER PEAK NET LOAD CASE. 
          AND I'M JUST CURIOUS HOW Y'ALL ARE THINKING ABOUT THE DYNAMIC OF, DEPENDING ON WHAT GENERATION YOU ADD, YOU'RE GONNA CHANGE WHAT THE PEAK NET LOAD IS IN THAT CASE. 
          AND IF YOU GUYS KIND OF THOUGHT OUT THAT PROCESS FURTHER, I'M GONNA PHONE A FRIEND ON, UH, THE FIRST QUESTION, UH, RELATED TO THE, THE, UH, OFFICER LETTER ESPECIALLY. 
          I, I DON'T THINK THAT'S, YEAH, I, I THINK, UM, I, I THINK WE'LL TALK ABOUT THAT IN A LATER DISCUSSION ON THE BATCH ZERO CRITERIA. 
          UM, SO IF WE CAN HOLD THAT, AND IF I DON'T ANSWER IT, THEN, THEN FEEL FREE TO ASK AGAIN. 
          UM, AND, AND THEN, UH, ON, SO ON THE NET PEAK NET, UM, MAY MAYBE WE SHOULD, UM, HAVE, UH, CLARIFIED THIS. 
          ACTUALLY, I THINK WE HAD LANGUAGE IN THE EARLIER VERSION AND I, I THINK I TOOK IT OUT. 
          UH, BUT THIS IS INTENDED TO BE THAT NO SOLAR SCENARIO. 
          SO, SO THIS IS WHERE, YOU KNOW, AGAIN, TODAY WE, WE SEE THE ISSUES IN, IN REAL TIME WHERE AT, AT, AT SUNSET WHEN WE DON'T HAVE SOLAR, WE, YOU KNOW, WE JUST SEE A LOT OF TRANSMISSION ISSUES. 
          THIS IS INTENDED TO CAPTURE THAT. 
          OKAY. 
          SO IT'S NOT A PEAK NET LOAD CASE. 
          IT'S, I I THINK, UM, IT'S EFFECTIVELY, IT, IT IS THE, THE PEAK NET LOAD, BUT I, I THINK THE MORE THE INTENTION THOUGH IS THAT NO SOLAR SCENARIO. 
          YEAH, I, I, I HEAR YOU UNDERSTAND THE INTENTION. 
          I THINK MAYBE JUST SOMETHING TO THINK THROUGH IS, YOU KNOW, IF WE'RE ADDING A A JUST THROW A NUMBER OUT THERE, 20, 30 GIGAWATTS OF LOAD TO, TO THE BATCH, AND THEN YOU NEED TO GO THROUGH THE BIGGER 1 27 PROCESS TO ADD GENERATION TO THE CASE. 
          DEPENDING ON IF YOU'RE ADDING SOLAR, WHICH I GUESS WOULD BE ZERO CAPACITY FACTOR OR WIND OR THERMAL, YOU'RE GONNA CHANGE WHAT THE NET PEAK LOAD IS IN YOUR CASE. 
          AND SO I GUESS JUST YEAH, CONSIDERING THAT MORE BROADLY. 
          OKAY. 
          YEP. 
          APPRECIATE THE COMMENT. 
          YEP. 
          UM, AND THEN ONE LAST QUESTION. 
          IT HAS TO DO WITH THE REFINEMENT PERIOD. 
          AND I GUESS THERE'S BEEN A COUPLE QUESTIONS ON THIS, AND SO I'M JUST TRYING TO, TO UNDERSTAND, IS THE RESULTS COMING OUT OF THE FIRST BATCH WHERE YOU THEN WOULD SIGN THE, THE FINAL AGREEMENT AND THE FINANCIAL COMMITMENT, ARE THOSE MEANT TO BE LIKE, NO, WORSE THAN RESULTS DEFINE WORSE? SO, OKAY, SO I, I, I SIGNED THE AGREEMENT AND I ON A TIMELINE AND SECURED THEM WITH PROVIDED MEGAWATTS, AND I CAN GUARANTEE THAT WHATEVER THE OUTCOME OF THE REFINEMENT STUDY IS, IS I WON'T HAVE A, A LONGER TIMELINE OR I WANT IT TO PAY MORE MONEY OR I'LL HAVE LESS MEGAWATTS. 
          YEAH. 
          SO YEAH, SO THE, THE, UM, YEAH, THE MEGAWATTS WILL NOT CHANGE UP OR DOWN IN THE REFINEMENT STUDY PROCESS, BUT WHATEVER THE ALLOCATED MEGAWATTS ARE, THAT VARIABLE IS THEN SET ONCE YOU, ONCE THE LOAD COMMITS. 
          AND IN THE REFINEMENT, THE, THE ONLY THING THAT CHANGES IS WHAT TRANSMISSION PROJECTS MAY OR MAY NOT BE RECOMMENDED. 
          OKAY. 
          SO THEORETICALLY, LIKE MY TIMELINE FOR THE SAME AMOUNT OF MEGAWATTS COULD INCREASE OUT OF THE REFINEMENT PROCESS. 
          SO LIKE WHAT I COULD BE THINKING AND GETTING, YEAH, NO TIME, TIME, UH, MEGAWATTS BY YEAR GETS LOCKED IN. 
          OKAY. 
          IN, IN THAT, UH, SORRY, THAT MAROON BOX. 
          AND THEN WHEN YOU GET TO THE REFINEMENT STUDY THAT THAT WILL NOT CHANGE. 
          THE ONLY VARIABLE THAT CHANGES IS THE, WHICH TRANSMISSION PROJECTS GET RECOMMENDED. 
          OKAY. 
          I, I THINK THAT'S EXACTLY HOW IT NEEDS TO BE FRAMED AND I APPRECIATE THAT CLARIFICATION. 
          AND THEN JUST ONE OTHER QUESTION THERE. 
          SO JUST TO BE CLEAR, PART OF THAT ALLOCATION PER YEAR WILL BE TO SERVE THE FULL REQUESTED AMOUNT, OR WILL Y'ALL DIAL THAT BACK? IT, IT'S THE, UH, YOU, YOU WILL HAVE THE FULL REQUESTED AMOUNT BY AT LEAST, AT LEAST YEAR SIX. 
          SO IN, IN THE CASE OF BATCH ZERO, AT LEAST BY 2033, IT WOULD BE THE FULL AMOUNT. 
          OKAY. 
          UM, OKAY. 
          I THINK THAT'S RIGHT. 
          AND THEN I WOULD JUST LEAN ON THE FIRST COMMENT THOUGH, ABOUT MAYBE BEING THE BLANK CHECK FOR YEAR SIX. 
          UH, THERE COULD BE SOME, SOME ISSUES THERE. 
          AND SO LIKE AS A LOW DEVELOPER, I WOULD BE CONCERNED THAT THE SOLUTIONS PROPOSED WOULD NOT MEET THE TIMELINE I'M REQUESTING AND IT WOULD JUST ALL BE ALLOCATED TO TO YEAR SIX. 
          UM, THAT, THAT'S JUST A CONCERN THAT COMES TO MY HEAD IMMEDIATELY. 
          I THINK WE HAVE IT ON THE LIST NOW FOR, YEAH. 
          OKAY. 
          OKAY. 
          FOR NEXT MEETING. 
          ALRIGHT, NEXT IN QUEUE, TIFFANY. 
          [01:25:01]
HI, TIFFANY. 
          WOO WITH MCADAMS ENERGY GROUP. 
          CAN YOU GO BACK TO SLIDE 13 REAL QUICK? SORRY. 
          13. 
          OH WAIT, NO, SORRY. 
          IS IT THE, UH, THE SCHEDULE ONE THAT THE, MY QUESTION? YEAH, THIS ONE HERE. 
          THIS ONE? OKAY. 
          YEAH, SORRY. 
          OKAY. 
          SO FOR THE DEVELOPMENT DEVELOPER COMMITMENT DEADLINE, IS THAT BASICALLY THE INTERCONNECTION AGREEMENT THEN WHATEVER'S INCLUDED IN THAT, AND THEN TO GET INTO BEFORE STEP ONE, YOU'D HAVE TO SIGN THE INTERMEDIATE AGREEMENT AND FULFILL WHATEVER'S IN THAT. 
          SO AB ABSENT A RULEMAKING, I WOULD SAY AT A BROAD CONCEPTUAL LEVEL, THAT'S RIGHT. 
          UM, BUT THE, THE DETAILS FOR BATCH ZERO, UH, MAY ALIGN. 
          WE'RE ATTEMPTING TO ALIGN WITH THAT, BUT YOU KNOW, THERE, THERE MAY BE, UH, YOU KNOW, IT WON'T, I CAN'T SAY IT'LL BE VERBATIM FOR THAT, BUT, BUT THAT'S CONCEPTUALLY THAT'S THE IDEA. 
          THANK YOU. 
          ALRIGHT, NEXT. 
          IAN HALEY. 
          THANK YOU. 
          UM, QUESTION ON NUMBER FOUR, A G UM, THE ASSUMPTIONS FOR GENERATION, I'M HOPING THAT THE MARKET CAN GET AN IDEA OF WHAT ASSUMPTIONS ERCOT USED AS SOON AS POSSIBLE. 
          SO I'M WONDERING IF THOSE COULD BE OUTLINED IN THAT FINAL REPORT AND NOT COME AT THE VERY, VERY END. 
          I APOLOGIZE IF YOU ALREADY SAID WHEN THEY'RE COMING AND I MISSED IT. 
          UM, SORRY. 
          AND CAN YOU CLARIFY YOUR QUESTION? UH, SURE. 
          SO FIGURE 1 27 MM-HMM . 
          ERCOT IS GONNA MAKE ASSUMPTIONS ON GENERATION. 
          UM, I'M JUST HOPING TO KNOW WHAT ASSUMPTIONS MADE ARE MADE BY ERCOT AS SOON AS POSSIBLE. 
          NOT ADVOCATING ONE WAY OR THE OTHER, WHAT THEY SHOULD OR SHOULDN'T BE, BUT JUST WOULD LOVE TO KNOW WHAT ASSUMPTIONS YOU DID MAKE AND HOW THEY WERE INCLUDED. 
          OKAY. 
          UH, YEAH, WE CAN, WE CAN CAPTURE THAT. 
          I DON'T, UH, I DON'T KNOW HOW, HOW FEASIBLE THAT IS OR NOT AT THE MOMENT. 
          PERFECT. 
          THANK YOU. 
          ALL RIGHT, NEXT UP. 
          BERNARDO. 
          HI HERE. 
          HI. 
          SO CONGRATULATIONS, UH, FOR YOU, FOR YOUR EFFORT. 
          EFFORT. 
          UH, WE ARE MOVING IN A, IN A GOOD PATH. 
          UH, MY QUESTION IS, UH, REGARDING SLIDE 14 IS, IF YOU COULD HELP ME TO UNDERSTAND WHAT WILL BE THE RELATIONSHIP BETWEEN 2026 RTP AND 2027 RTP WITH THIS NEW PROPOSED MECHANISM? IT'S NOT CLEAR FOR ME WHAT WOULD BE THE INPUTS AND OUTPUTS DURING THE WHOLE PROCESS. 
          YEAH. 
          JEFF, ARE WE GONNA ADDRESS THAT AT THE, IN THE LATER SESSION, OR DO YOU JUST WANT TO TACKLE THAT NOW? I MAY, UH, MAKE SURE I UNDERSTAND. 
          SO YOU'RE ASKING HOW DOES THIS FEED INTO THE 26 RTP AND 27 RTP? YES. 
          YEAH, SO, UM, 26 RTP, IT, IT MORE OR LESS DOESN'T, UM, IT, AND YOU KNOW, AGAIN, THE 26 RTP, LIKE THE, THE LOADS, THE LOAD FORECAST FOR THAT IS A LITTLE DIFFERENT FROM WHAT COULD ULTIMATELY BE THE, THE FINAL LOAD FORECAST. 
          BUT FOR 27 RTP, THE IDEA IS THAT THE, UH, THE LOADS THAT MEET THE COMMITMENT IN THAT LINE FIVE IN MARCH OF 27, UH, I, I THINK IDEALLY THOSE LOADS GET INTO THE 2027 RTP. 
          UH, THERE IS A, UM, A, A A BIT OF A QUESTION MARK THERE BECAUSE, UH, THAT THAT IS WHERE THAT.IS, THERE IS ROUGHLY ABOUT THE ABSOLUTE LATEST TIME THAT, THAT YEAH, THE RTP COULD BE ADJUSTED WITH THOSE LOADS. 
          UM, AND, AND SO THERE IS SOME, YOU KNOW, DEPENDING ON WHEN WE START THE BATCH ZERO THAT THERE'S SOME QUESTIONNAIRES IF, IF, IF WE CAN ACTUALLY MAKE THAT WORK OR NOT. 
          UH, BUT I THINK THE HAPPY PATH WOULD BE THAT, THAT THAT HAPPENS IN TIME FOR THOSE LOADS TO BE INCLUDED IN THE 2027 RTP. 
          OKAY. 
          THANK YOU. 
          ALL RIGHT, NEXT QUESTION, MONICA. 
          HI ARIE, THIS IS MONICA FROM RA. 
          A QUICK FOLLOW UP QUESTION TO SOMETHING YOU SAID IN RESPONSE TO A QUESTION WHETHER THE L APPROVED LCP COULD VARY BY SEASON ARE, AND YOU SAID YOU ARE THINKING ABOUT IT, IS THAT EVEN A POSSIBILITY THAT AN LCP CAN CHANGE? YEAH, SORRY, I, I APOLOGIZE IF I WAS NOT CLEAR. 
          THIS IS WHAT HAPPENS WHEN Y'ALL LET ME ANSWER QUESTIONS AND NOT JUST GIVE PREPARED STATEMENTS. 
          UM, IS, UH, UH, THE, THE QUESTION AT 
          [01:30:01]
LEAST AS I UNDERSTOOD IT, WAS RELATED TO HOW GRANULAR WE MIGHT MAKE THE LCP, BUT THERE IS NO CONCEPT OF AN LCP THAT WOULD, YOU KNOW, POTENTIALLY ALLOW FOR A HIGHER AMOUNT IN THE SPRING AND THE FALL, BUT A LOWER THAT THAT'S NOT ON THE TABLE. 
          THANK YOU. 
          VERY GOOD. 
          UH, WAYMAN SMITH AND WAYMAN, IF YOU'RE ONLINE, WE DON'T HEAR YOU YET. 
          ALL RIGHT, I'LL COME BACK TO YOU IN A MINUTE. 
          GREG BLUE. 
          GREG BLUE WITH IP ENERGY. 
          YEAH, WE CAN HEAR YOU GO AHEAD. 
          ARE LOAD, ARE LOAD PROJECTS THAT GET INTO THE 2026 RTP, ARE THOSE PROJECTS GONNA BE PUT INTO BATCH ZERO? YEAH, SO I, I THINK WE'LL, UH, WE'LL ADDRESS THAT LATER. 
          SHORT ANSWER IS NOT NECESSARILY YEAH, BUT I, I, I'VE GOT MORE ON THAT COMING UP. 
          ALRIGHT. 
          UH, MIKE, REI AND MIKE, IF YOU'RE TALKING WE DON'T HEAR AGAIN. 
          ALRIGHT. 
          AND I'LL GO BACK TO WAYMAN SMITH TO SEE IF HE WAS ABLE TO GET ON. 
          CAN YOU HEAR ME NOW? OH, THERE YOU'RE, YES, GO AHEAD. 
          ALRIGHT, UH, MIKE REZI FROM, UH, ZERO EMISSION GRID CONSULTING, UH, I HAVE TWO QUESTIONS. 
          NUMBER ONE IS JUST TO CONFIRM ON SLIDE NUMBER NINE, UH, IS THERE ANY SCENARIO, I MEAN, MY UNDERSTANDING FROM WHAT AJ SAID IS THAT THE MEGAWATT ALLOCATED OR APPROVED IS NOT GOING TO CHANGE FROM BATCH ZERO STUDY TO AFTER BATCH ZERO REFINEMENT. 
          UH, IS THAT, IS THAT A FAIR ASSUMPTION? CORRECT, YES. 
          THE, THE LOAD ALLOCATION WOULD NOT CHANGE AFTER THE COMMITMENT. 
          ALRIGHT. 
          SO IT'S FAIR TO SAY THAT THE SECURITY AMOUNT IS NOT GONNA CHANGE, RIGHT? I I'M SORRY, COULD YOU, I'M HAVING A LITTLE BIT OF A HARD TIME HEARING. 
          COULD YOU REPEAT YOUR QUESTION AGAIN? YES. 
          IF THE SECURITY AMOUNT WOULD CHANGE, SO IF THE MEGAWATTS AREN'T CHANGING, IT WOULD SEEM THAT THE SECURITY AMOUNT IS NOT CHANGING. 
          IS THAT CORRECT? I BELIEVE THAT'S CORRECT, YES. 
          OKAY. 
          UH, IS THERE ANY SCENARIO THAT THE KAYAK AMOUNT IS GONNA CHANGE? IS THERE A SCENARIO WHERE THE KAYAK AMOUNT WOULD CHANGE? WAS THE QUESTION? NO. 
          NO, I DON'T THINK SO. 
          NO. 
          OKAY. 
          ALRIGHT. 
          UH, HELLO. 
          AND THEN MY OTHER QUESTION IS, UH, COMING TO SLIDE NUMBER 10, UH, THAT WHERE IT SAYS ERCOT WILL POST THE STUDY CASES USED FOR BAD ZERO, UH, UH, IS IT, DO WE HAVE ANY TIMELINE LIKE HOW IN ADVANCE OF THE RESULTS OF THE BATCH ZERO THOSE MODELS WILL BE RELEASED? IT MIGHT BE SOMEWHERE BURIED IN THIS SLIDES. 
          I JUST, I JUST COULDN'T FIND IT. 
          YEAH, I THINK I COVERED THAT IN MY VOICEOVER. 
          SO, SORRY, IT'S NOT IN THE SLIDE, BUT THE INTENTION IS AS SOON AS THE CASE PREPARATION STEP IS COMPLETE IS WHEN THE CASES WILL BE POSTED TO MIS CERTIFIED. 
          OKAY. 
          SO, SO HOW, IF WE LOOK AT THE, THE GANTT CHART ON, UH, 14, YOU KNOW, IT WOULD BE, UH, AS WE'RE KICKING OFF THE STEADY STATE ANALYSIS, THAT WOULD BE WHEN THE BASE CASES WOULD BE, WOULD BE SHARED. 
          OKAY. 
          UM, HI THIS, THANK YOU. 
          HI, THIS IS WAYMAN SMITH. 
          CAN YOU HEAR ME NOW? YES, GO AHEAD WILLIAM. 
          HEY, AWESOME. 
          I GOT 25 DIFFERENT MICROPHONE OPTIONS, SO I HAD TO RUN THROUGH 'EM. 
          UH, WAYMAN SMITH, PETE, UM, ONE, ONE QUICK QUESTION AND THEN, AND THEN MAYBE A LITTLE LONGER QUESTION, BUT, UM, IN TERMS OF LOADS THAT ARE GONNA BE ALLOCATED DURING THE BAD STUDY PROCESS, UM, ARE YOU STILL PROPOSING AN OBJECTIVE FUNCTION TO MAXIMIZE THE NUMBER OF MEGAWATTS, UH, ACCORDING TO SHIP FACTORS? I DIDN'T SEE THAT IN THE SLIDES WHEN I LOOK THROUGH YES, THE THAT, YOU'RE RIGHT, IT'S NOT THE SLIDES, UH, OUR THINKING ON THAT HAS NOT CHANGED FROM THE PREVIOUS WORKSHOPS. 
          THAT IS STILL THE INTENDED OBJECTIVE. 
          OKAY. 
          UM, AND THEN MAYBE THE LONGER QUESTION, THIS MAY BE MORE OF A BATCH ONE ISSUE, BUT, BUT KIND OF GOING BACK TO THE QUESTION THAT CLAYTON ASKED EARLY ON, UM, AND, AND I'LL PREFACE THIS BY SAYING THAT, THAT MY EXPECTATION, ESPECIALLY IN THE FIRST COUPLE OF BATCHES IS THERE'S GONNA BE A SIGNIFICANT NUMBER OF MEGAWATTS. 
          AND SO I WOULD EXPECT THERE TO, UM, SOME OF THOSE, YOU KNOW, QUOTE, LARGER MORE COMPLEX PROJECTS THAT ARE LIKELY GONNA BE IN, IN PLAY. 
          AND, AND SECONDLY, I WOULD ASSUME 
          [01:35:01]
THAT YOU WANNA KNOW GOING INTO THE NEXT BATCH STUDY, WHICH LOADS HAVE COMMITTED AND WHICH ONES ARE NOT GONNA COMMIT AS A BASE CASE ASSUMPTION WHEN YOU START THE NEXT BATCH STUDY. 
          AND SO IF YOU TAKE THOSE TWO THINGS TOGETHER, UM, AND YOU HAVE A LOAD THAT YOU SLOT IN YEAR SIX, YOU DON'T KNOW WHAT TO TELL THEM IN ORDER TO GAUGE THEIR LEVEL OF COMMITMENT WHETHER OR NOT THEY WANNA MOVE FORWARD BECAUSE YOU DON'T HAVE A PROJECT, YOU DON'T HAVE A COST, THAT SORT OF THING. 
          SO HOW DO YOU KNOW WHAT LOAD TO INCLUDE WHEN YOU START THE NEXT BAT STUDY NUMBER ONE AND THEN NUMBER TWO, WITHIN AT LEAST ONE BAT STUDY OR MAYBE TWO, RIGHT? YOUR, YOUR 20, 33 YEAR IS GONNA NOW BE THE FIFTH YEAR, RIGHT? SO IT COULD BE THE VERY NEXT STUDY THAT SIX YEAR OUT IS NOW FIVE YEARS OUT WHERE YOU'RE GONNA INCLUDE ALL OF THE LOAD ASSUMING THEY WERE TO COMMIT, WHICH WE DON'T KNOW. 
          AND SO NOW IT'S WITHIN THE FIVE YEARS, WHAT DO YOU DO? BECAUSE IF THERE'S SOME OTHER PROCESS, RTP OR RPG THAT THESE LARGER, MORE COMPLEX PROJECTS ARE SUPPOSED TO GO THROUGH, THAT SURE ISN'T GONNA BE FINISHED BY THE TIME YOU START THE NEXT BATCH STUDY. 
          SO HOW DO YOU KNOW WHAT TO INCLUDE? AND, AND THE OTHER THING ABOUT THAT, IF YOU'RE, YOU KNOW, IF YOU GO DOWN THE RPG ROUTE, YOU KNOW, PRESUMABLY A LOT OF THESE LARGER, MORE COMPLEX PROJECTS ARE NOT GONNA BE SINGLE PSP SINGLE LOAD JUSTIFICATION, RIGHT? SORT OF BY THE NATURE OF A LOT OF THESE, IT'S GONNA BE MULTIPLE TSPS AND MULTIPLE LOADS THAT ARE GONNA DRIVE THE UNDERLYING NEED FOR THESE LARGER UPGRADES. 
          AND SO TRYING TO DO THAT, YOU KNOW, AS A ONE-OFF RPG, UM, SEEMS PROBLEMATIC TO ME. 
          SO I, I SAID A LOT THERE AND, YOU KNOW, MAYBE THAT'S MORE OF A BATCH ONE ISSUE, BUT I I I'M JUST HAVING A HARD TIME, MAYBE I'M MISSING SOMETHING, BUT I'M HAVING A HARD TIME CONCEPTUALLY UNDERSTANDING HOW THIS IS GONNA WORK AS YOU TRANSITION FROM ONE BATCH STUDY TO THE NEXT. 
          YEAH. 
          HEY, WAIT A MINUTE, JEFF. 
          SO I, I YEAH, I I DON'T DISAGREE THAT THERE'S, UM, SOME COMPLEXITY IN, IN THAT SCENARIO THAT YOU DESCRIBED. 
          UH, SO I, I THINK HOW THAT WOULD PLAY OUT IS IN 2033 YEAH. 
          THAT YOU, YOU MAY HAVE A STEP UP IN LOAD FROM WHAT WAS IN YOUR 2032 CASE BE, BECAUSE SOME, SOME OF THESE ARE, ARE MAYBE COMPLEX PROJECTS AND WE, WE JUST DON'T THINK THAT WE'RE GONNA BE ABLE TO GET THEM DONE WI WITHIN THE, THE STUDY PROCESS AND BY 2032. 
          AND, AND SO YOU'RE RIGHT. 
          SO 2033, YOU, YOU COULD HAVE HAVE A STEP UP IN, IN LOAD, UM, AND, AND THEN YOU ARE GOING TO NEED TO HAVE A, A PROCESS. 
          AND I, I, I, RIGHT NOW, I, I FEEL LIKE WE HAVE THE TRANSMISSION PLANNING PROCESSES, UH, TO DO THAT IN, IN THE TIMEFRAME WE NEED TO DO THAT. 
          BUT YOU'RE RIGHT, BY THE TIME YOU START BATCH ONE, YOU, YOU'RE NOT GOING TO HAVE ALL OF THAT WORKED OUT. 
          AND, AND SO IF BATCH ONE IS LOOKING AT OUT TO, I DON'T REMEMBER IF IT'S 2033 OR 2034, LET'S SAY IT'S 2034, THAT 2033 CASE IS ESSENTIALLY GONNA SHOW THAT, THAT THERE IS NO ADDITIONAL TRANSMISSION CAPACITY, UH, IN, YOU KNOW, WHATEVER AREA THAT HAS ALL THOSE ADDITIONAL LOADS THAT ARE, ARE COMING IN, ASSUMING THOSE LOADS, SIGN THE INTERCONNECTION AGREEMENT, MEET THEIR FINANCIAL COMMITMENT GARMENTS, UM, AND, AND SO WHAT THE RESULT IS GOING TO BE IS THAT 2033, YOU'RE, YOU'RE THOSE NEW LOADS, YOU KNOW, THEY'RE, THEY'RE NOT GOING TO BE ABLE TO GET ANY ADDITIONAL CAPACITY AND, AND THEY WILL JUST HAVE TO GO TO 2034. 
          BUT YEAH, I, I THINK I, I DON'T WANT TO GIVE THE IMPRESSION THAT THE, THE HARD WORK THAT WE NEED TO DO TO COME UP WITH TRANSMISSION PLANS, THAT, THAT, THAT, AND ANYTHING IN THIS IS, IS GOING TO GLOSS OVER THAT OR MAKE THAT EASY. 
          LIKE WE, WE STILL HAVE TO, UH, ERCOT AND THE TSPS, WE, WE STILL HAVE TO DO THAT HARD WORK TO IDENTIFY WHAT, WHAT ARE THOSE BIGGER TRANSMISSION PROJECTS THAT NEED TO BE CONSTRUCTED ULTIMATELY. 
          YEAH. 
          AND I, UH, IT IS JUST, IT'S NOT CLEAR TO ME YET EXACTLY HOW WE'RE GONNA DO THAT AND HOW THE TIMING FOR THAT IS GONNA FIT WHEN YOU START THE NEXT BATCH STUDIES. 
          AND I SHOULD HAVE SAID BEFORE I ASKED MY QUESTION, I THINK THERE'S SOME SIGNIFICANT, UH, IMPROVEMENTS, AT LEAST FROM MY PERSPECTIVE IN WHAT WE'RE SEEING TODAY OVER, OVER 
          [01:40:01]
WHERE WE WERE BEFORE. 
          SO I CERTAINLY APPRECIATE THE EFFORTS, UM, THAT ERCOT HAS MADE, AND I THINK THERE'S A LOT OF GOOD HERE, BUT IT'S, IT'S STILL VERY UNCLEAR TO ME, UM, KIND OF HOW THIS IS GONNA WORK FOR THOSE FURTHER OUT YEARS. 
          THANK YOU. 
          ALRIGHT, SO ONE HOUSEKEEPING ITEM. 
          UH, IT'S AN HOUR AND 15 MINUTES TILL THE LUNCH BREAK. 
          I'M GONNA CUT THE QUEUE OFF AT THIS POINT. 
          SO DURGA, YOU'RE GONNA BE THE LAST ONE TO ASK A QUESTION. 
          HERE'S MY PURPOSE IN THAT IS WE TAKE THE NEXT EIGHT QUESTIONS. 
          I'M THE MAKE SPACE FOR JEFF TO WALK THROUGH THE, UH, BATCH CRITERIA, WHICH Y'ALL ARE STARTING TO GET. 
          , YOU WANNA GET TO THAT. 
          SO I DO WANT TO GET TO THAT BEFORE LUNCH. 
          AND THEN AFTER THAT LONG LUNCH BREAK, UH, WE WILL THEN TAKE QUESTIONS ON THAT. 
          SO, UH, WE'LL SEE HOW FAR WE GET INTO THESE QUESTIONS. 
          I MAY EVEN HAVE TO CUT OFF THIS QUEUE, BUT WE'LL DO OUR BEST. 
          BOB KING, GO AHEAD. 
          THANK YOU, MATT, BOB KING WITH TRACKED. 
          UM, IT LOOKS LIKE, UH, OR I HEARD YOU SAY THE, UM, FINAL BATCH, I MEAN THE FINAL CASE BILL WOULD BE DONE OCTOBER 1ST AND AT THAT POINT IT WOULD BE AN MIS, BUT WOULD THE LOADS HAVE TO POST SECURITY? WELL BEFORE WE EVEN KNEW WHAT THE BASE CASE WAS? IS THAT, THAT'S A TIMING ISSUE. 
          MAYBE THAT, IS THAT A COMMENT FOR BARKSDALE? UH, IN THE, LIKE WHEN THE SECURITY HAS TO BE POSTED? I HAD THE IMPRESSION IT WAS AUGUST, WHICH WOULD BE AHEAD OF KNOWING WHAT THE CASE BILL LOOKED LIKE. 
          WAS THAT FOR CRITERIA DISCUSSION? IS THAT ALL PART OF THE WELL, YEAH, I, I THINK IT'S WHAT AG HAS UP HERE AND THERE'S APOLOGIZE THAT THERE'S TBDS BECAUSE WE'RE STILL WORKING AT THIS DATE, BUT, BUT YOU'RE, SO THERE'S TWO SETS OF SECURITY, RIGHT? THERE'S YOUR INTERMEDIATE AGREEMENT SECURITY AND, AND, AND WE'LL, I THINK WE'LL GET INTO, WE, WE'LL GET INTO MORE OF THESE DETAILS IN, IN A LITTLE BIT HERE, BUT THERE'S INTERMEDIATE AGREEMENT SECURITY THAT YOU NEED TO GET INTO THE CASE. 
          OKAY? SO, SO WE, WE NEED THAT TO KNOW WHICH LOADS GET INTO THE STUDY, THEN WE BUILD THE MODELS, THEN WE POST THE MODELS, THEN WE RUN THE STUDY, AND THEN AT THE END OF THE STUDY, THEN LOADS HAVE TO DO THE SECOND PIECE OF FINANCIAL COMMITMENT, WHICH IS THE INTERCONNECTION AGREEMENT COMMITMENT. 
          OKAY. 
          AND SO THAT, THAT'S AT THE, THE END OF THAT SIX MONTH PROCESS. 
          OKAY. 
          I APPRECIATE THAT, JOE. 
          AND THEN I THINK IT'S ALREADY BEEN ASKED TOO, BUT AT THE END OF THAT BATCH STUDY, WHEN THE COMMITMENT IS MADE, WE HAVE A COMMITMENT PERIOD AND THOSE FINANCIAL SECURITIES ARE PUT UP. 
          UM, IT DOES SEEM LIKE THERE'S GONNA HAVE TO BE A TRUE UP OF THAT SECURITY IF RPG COMES UP WITH DIFFERENT COSTS, BUT, BUT SO WE'RE REALLY CHANGING THE WHOLE PROCESS OF HOW WE IDENTIFY SECURITY REQUIRED TO CUT IT OFF AT THAT POINT. 
          FINALIZE IT. 
          I'M GONNA JUST MAKE SURE I HEARD THAT RIGHT. 
          YEAH, SO, SO AT LEAST THE WAY THAT WE HAVE ENVISIONED THIS, UM, AND, AND THIS SOMEWHAT GOES TO THE WAY THAT WE'RE READING THE DRAFT PFP FOR 58 41, IS THAT THAT FINANCIAL COMMITMENT IS PUT UP AT THE INTERCONNECTION AGREEMENT AGREEMENT, WHICH IS AT THE END OF THE STUDY. 
          AND THERE'S, THERE'S NOT A CONTEMPLATION THAT THAT CHANGES IF THE RPG PROJECTS CHANGE. 
          OKAY. 
          IF THE PROJECTS CHANGE THROUGH THE RPG PROCESS. 
          AND FINAL REAL QUICK COMMENT, UM, UH, WAS BROUGHT UP BY AP JUST A MINUTE AGO, BUT IF WE'RE STILL TRYING TO OPTIMIZE THE TOTAL, IT'S A LITTLE FRIGHTENING TO THINK THAT THE REALLOCATION MIGHT HAPPEN IN THE NEXT BATCH. 
          YOU GOT A BUNCH OF MORE NEW LOADS COMING IN, TRYING TO OPTIMIZE THE TOTAL, UH, MIGHT WANT TO THINK ABOUT GIVING SOME PRIORITY, AT LEAST TO PEOPLE THAT KIND OF GOT BUMPED OUT AND HAVE SOME LOAD IN AND WANTED MORE IN THE FIRST BATCH. 
          I, IT SEEMS LIKE THERE'S A, I MEAN, MAYBE WE'RE NEVER GONNA GO BACK TO FIRST COME FIRST SERVE KIND OF DEAL OR, OR SOMETHING, BUT THERE'S A FAIRNESS ISSUE IN THERE. 
          SOME OR TOO. 
          THANK YOU. 
          ALRIGHT, THANK YOU BOB. 
          ALRIGHT, SAM, BRANDON, SAM, BRANDON WITH AGENT. 
          UH, I THINK MY QUESTION JUST GOT ANSWERED RIGHT THERE, BUT I GUESS MY COMMENT WOULD BE IF THERE WAS ANY SORT OF TETHER TO THE FINANCIAL SECURITY THAT IS OWED AS PART OF THE INTERCONNECTION AGREEMENT, AND IF THAT VALUE WAS TO CHANGE BASED OFF OF THE, UM, REFINEMENT PROCESS, THAT'S KIND OF THE FATAL FLAW OF HOW CLUSTERS RUN INTO, UH, DOOM LOOPS. 
          SO YEAH, JUST ACKNOWLEDGING THAT WOULD BE PRETTY PROBLEM PROBLEMATIC. 
          HEY MATT, I JUST WANT TO SAY FOR EVERYBODY, PART OF THE REASON WHY WE 
          [01:45:01]
HAVE THIS IS BARK STILL WITH THE COMMISSION. 
          UM, PART OF THE REASON WHY WE TAP THE BRAKES ON THE RULE MAKING WAS TO MAKE SURE THAT WE'RE ALIGNING WHAT THE PUCS RULES REQUIRE SO THAT THE BATCH RULES MAKE SENSE. 
          AND SO ERCOT AND PUC STAFF ARE EXTRAORDINARILY WELL COORDINATED ON HOW WE'RE WRITING ALL OF THIS STUFF. 
          IF IT FEELS SQUISHY, IT'S BECAUSE WE'RE TRYING TO BUILD A PLANE WHILE WE'RE FLYING IT. 
          IT WILL CONTINUE TO TIGHTEN UP AS WE TIGHTEN ALL THOSE BOLTS. 
          THANKS, BARKSDALE. 
          ALL RIGHT, NEXT QUESTION. 
          VICTOR SAUERS? YES. 
          VICTOR SAUERS, TQ, ENERGY, CAPITAL. 
          I'M LOOKING AT THE SLIDE 26. 
          I'M JUST KIND OF THINKING ABOUT SINCE WE STARTED THIS CONVERSATION. 
          LARGE WORKING GROUP, ESPECIALLY DATA CENTERS. 
          AND OUR DATA CENTERS WHEN WE WERE ABLE TO SAY, SORRY, WHICH I'M SORRY, WHICH SLIDE ARE YOU ON? 26 WE HAVEN'T GOTTEN TO YET. 
          26 SIR. 
          I'M SORRY, SAY AGAIN? 26. 
          OKAY. 
          WE HAVEN'T GOTTEN TO THAT SLIDE YET, SO I UNDERSTAND. 
          THAT'S ALL RIGHT. 
          UMM, WELL, I'M, I'M GONNA KEEP US IN THE ASK YOUR QUESTION, BUT I MAY ASK YOU TO DEFER UNTIL WE GET TO THAT SECTION. 
          GO AHEAD. 
          YEAH. 
          THANK YOU. 
          SO WE'RE THINKING ABOUT ON THE RELIABILITY SIDE ON THE BATCH STUDIES, WHEREAS IF OUR DATA CENTERS ARE ON THE SAME CIRCUIT OR ANOTHER CIRCUIT DURING A SB SIX EVENT OR WHAT HAVE YOU, THAT OUR PROCESSING PACKAGING GOING THROUGH BLACK FIBER, I CAN MOVE A COUPLE HUNDRED MEGAWATT TO ANOTHER DATA CENTER THAT MIGHT OR MIGHT NOT BE ON THAT CIRCUIT, BUT HASN'T BEEN CALLED FOR AN SB SIX EVENT, BUT I CAN DO IT WITHIN THREE TO EIGHT MILLISECONDS. 
          SO A LOT FASTER THAN POWER ELECTRONICS GONNA BE ABLE TO REACT. 
          OKAY. 
          I'M GONNA GIVE YOU 15 SECONDS TO ASK THE QUE SORRY, SORRY, THIS MAY SOUND RUDE. 
          I NEED YOU TO ASK THE QUESTION IN 15 SECONDS BECAUSE IT FEELS OUTTA SCOPE, BUT GO AHEAD. 
          WELL, THE REASON IT AFFECTS, I CAN MOVE LOAD ON DIFFERENT CIRCUITS WITHIN THE ERCO SYSTEM IF I HAVE DIFFERENT POIS AND THERE'S AN SB SIX EVENT ON ONE POI, BUT I HAVE ANOTHER POI WITH CAPACITY I CAN, HAS ERCO THOUGHT ABOUT HOW QUICKLY WE CAN MOVE PROCESSING PACKAGING THROUGH BLACK FIBER. 
          YEAH. 
          DO YOU UNDERSTAND? YEAH. 
          THIS IS NOT, UM, SO, SO WHEN WE DO THE TRANSMISSION PLAN, WE ARE PLANNING TO SERVE FROM A, FROM A WIRES PERSPECTIVE, WE'RE PLANNING TO SERVE ALL OF THAT LOAD. 
          SO I, I THINK WHAT YOU'RE REFERRING TO IS, IS MORE OF THE RESOURCE ADEQUACY, UH, PART OF S SP SIX, BUT I THINK THAT'S A DIFFERENT ISSUE. 
          THIS IS MORE A WIRES PERSPECTIVE. 
          FROM A WIRES PERSPECTIVE. 
          WE WILL PLAN TO SERVE THE ENTIRE LOAD POSSIBLY SO, BUT BEING AWARE THAT WE CAN MOVE LARGE AMOUNT OF LOAD WITHIN MILLISECONDS. 
          SO YEAH, I WOULD SAY THEN THAT SOUNDS TO ME MORE LIKE ACL R, WHICH I, I THINK WE'LL TALK, TALK ABOUT LATER. 
          YEAH. 
          ALRIGHT, THANKS VICTOR. 
          OKAY, SHANNON KERIG, COULD YOU GO TO SLIDE 14? SO QUESTION I'VE GOT HERE IS DURING THIS STEADY STATE ANALYSIS PORTION, SO IT'D BE ROW TWO, UH, DO YOU ANTICIPATE ALLOWING THE, THE TSPS TO INCORPORATE THE FULL SUITE OF UPGRADE OPTIONS THAT THEY TODAY CAN DO THROUGH THE RPG AND QUITE HONESTLY, ERCOT CAN DO THROUGH THE RTP AND CAN PARTNERSHIP WITH THE TSPS? WELL, THEY HAVE ALL THOSE SAME TOOLS AT THEIR DISPOSAL THAT THEY DO TODAY IN, IN THAT ROW TWO. 
          YEP. 
          SO THERE, THERE, YOU KNOW, THERE, THERE IS NO LIMIT ON THE TYPES OF UPGRADES THAT CAN BE EXPLORED, BUT THERE IS A LIMIT ON HOW LONG THAT PHASE OF THE STUDY CAN TAKE SO THAT, THAT MAY PLACE LIMITS ON WHAT CAN BE ACCOMPLISHED IN THAT TIME, BUT THERE'S NO LIMIT ON WHAT COULD BE EXPLORED. 
          ALRIGHT, THEN I'VE GOT SOME FOLLOW ON COMMENTS TO THAT BECAUSE IT MADE SENSE TO ME THAT YOU CAN'T NOT ALLOW THEM TO DO THAT OR OTHERWISE I THINK BOTH WAYMAN, BILL, EVAN, A WHOLE BUNCH OF PEOPLE HAVE BROUGHT UP REALLY VALID POINTS THAT WITHOUT THE FULL SUITE OF TOOLS, IT'S NO LONGER JUST BROWNFIELD, YOU KNOW, AS NARROW AS WE WERE IN YOUR 2, 2, 3 VERSION. 
          WITHOUT IT, WE WILL HAVE LOCKED OUT THE REAL POWER OF THE RPG AND RTP PROCESS TODAY. 
          SO I'M GLAD TO HEAR THAT THE FULL SUITE COULD BE INCLUDED. 
          SO IF THAT'S THE CASE THEN, THEN IT SEEMS THEN TO ME, UM, ANY IN-FLIGHT RPG PROJECT, BECAUSE YOU KNOW, ENCORE'S GOT A SUITE OF THEM OUT THERE THAT'S ANYWHERE FROM OVER A YEAR OLD TO, I DON'T 
          [01:50:01]
KNOW, FIVE, SIX MONTHS OLD, YOU KNOW, WE'RE SITTING HERE IN FEBRUARY TODAY, IT DOES NOT MAKE SENSE TO ME THAT THOSE SHOULD NOT BE ABLE TO BE INCLUDED OVER IN STEADY STATE AND SIMILARLY AP EVERY TS P'S PROBABLY GOT SOME OF THESE, BUT IT DOESN'T MAKE SENSE THAT WE SHOULD HAVE A JUNE CUTOFF OR JULY CUTOFF. 
          IT REALLY SHOULD THAT, THAT THOSE, AT A MINIMUM IT SHOULD BE AN OCTOBER CUTOFF FOR THE FIRM PORTION AND THEN ANY TIME DURING THAT STEADY STATE PROCESS, THE ALLOCATION PORTION, THOSE TOOLS COULD BE THAT WERE RPG PROJECTS THAT THEY'VE SUBMITTED THERE, THEY SHOULD BE ABLE TO INCLUDE THEM HERE. 
          AND SIMILARLY, YOU KNOW, AT THAT POINT YOUR RTP, YOU'LL BE ALREADY WITHIN THE MONTH OF PUBLISHING THE THING. 
          THOSE, THOSE UH, DEVELOPED PROJECTS THROUGH THIS YEAR'S RTP SHOULD BE ABLE TO BE ONES THAT YOU'VE USED IN THAT STEADY STATE. 
          OTHERWISE WE'RE GONNA HAVE A LOST YEAR TO TWO YEARS WORTH OF R-P-G-R-T-P. 
          UM, THAT'S NOT GETTING TAKEN INTO ACCOUNT, IF THAT MAKES SENSE. 
          UH, LET ME CLARIFY. 
          SO ARE YOU, YOU SUGGESTING THAT WE DELAY THE START OF BATCH ZERO? ABSOLUTELY NOT. 
          OKAY. 
          NOT, NOT KNOWING. 
          YEAH, YOU LOST ME. 
          SO, BUT TO BE CLEAR WHY I'M NOT SUGGESTING THAT BUT STILL MAKING THE COMMENT I AM ON STEADY STATE ANALYSIS. 
          YOU'RE STARTING THAT IN OCTOBER. 
          SO YOUR CASE BUILD PROJECT, THERE'S REALLY, IT SHOULD BE SOMETHING TO WHERE THE CASE BILLED FOR THAT. 
          THE TSPS ALREADY HAVE IDEAS FOR ALL THIS. 
          THAT'S HOW THEY SUBMITTED THEIR RPG PROJECT IN THE FIRST PLACE. 
          AND MOST LIKELY SAME WAY IN THE R THIS YEAR'S RTP, THE SAME THING. 
          AND GIVEN THAT THE 58,480 RULE ON THE RTP ON WHAT'S CRITERIA TO GO IN THIS YEAR, IT IS MARRIED UP WITH THE CURRENT DRAFT OF WHAT, UM, TO BE AN INTERMEDIATE STUDY CASE ON THE, FROM A SITE SECURITY AND THOSE TYPES OF THINGS. 
          IT MAKES SENSE TO ME THAT THE 2026 RTP OUGHT TO HAVE A TREMENDOUS BEARING IF YOU'RE IN THAT IT OUGHT TO HAVE A TREMENDOUS BEARING IN, UH, YOUR BATCH ZERO AND SIMILARLY ONGOING RPG PROJECTS BECAUSE YOU SAID YOU'LL INCLUDE 2025 BUT RTP, BUT THAT WHOLE CRITERIA OF WHAT LOADS WENT IN THERE, YOU LATER SAID JUST BECAUSE YOU WERE IN THAT DOESN'T MEAN THAT YOU'RE QUALIFIED ANYMORE. 
          SO IT'S REALLY, SINCE THE CRITERIA AT THE PUC IS BECOMING THE SAME, THE 58 4 81 POINTS TO THE 58 4 81 4 81 1, IT, IT SEEMS TO ME ABSOLUTELY THE 20 26 1 SHOULD UH, COUNT BECAUSE THE BULK OF THAT EVALUATION, YOU WILL HAVE THE STEADY STATE PIECE YOU WILL HAVE DONE BY THE TIME THE, THE STEADY STATE PART OF THE 2026 RTP WILL LARGELY BE COMPLETE BEFORE THE STEADY STATE ANALYSIS STARTS ON BATCH ZERO. 
          OKAY. 
          I I THINK I, YEAH. 
          UM, OKAY, LEMME THINK ABOUT THAT. 
          I, I MIGHT COME BACK TO THAT WHEN I, TO THE, UM, THE UH, BACHELOR CRITERIA LIKE OTHERS, I SHOULD HAVE SAID THIS IS SUCH AN IMPROVED PROCESS AND PROPOSAL. 
          THANK YOU SO MUCH. 
          SHOULD HAVE LED WITH THAT . 
          GOOD. 
          ALRIGHT, THANK YOU. 
          AND SO I AM GONNA TRY TO CLEAR THE QUEUE WITH HIS SEVEN IN LINE RIGHT NOW AND THEN SEE IF WE HAVE TIME FOR JEFF TO START THE CRITERIA BEFORE LUNCH. 
          SO JAMILLE PUEBLO, JAMIL PUEBLO, UH, JAMIL PUEBLO WITH OXY LEAD WITH, THANK YOU SO MUCH FOR THIS IMPROVED PROCESS, UH, . 
          UM, BUT REALLY QUICKLY ON THE 30 DAY COMMITMENT DEADLINE, HAS THERE BEEN ANY CONSIDERATION FOR A LITTLE BIT MORE TIME ON THAT? UM, TOTALLY UNDERSTAND THE URGENCY AND WANTED TO KEEP THIS PROCESS MOVING. 
          BUT YOU KNOW, FOR SOME TRADITIONAL LOADS, 30 DAYS IS REALLY TIGHT. 
          WE'RE REACTING TO A LOAD COMMISSIONING PLAN, WORKING THROUGH MULTIPLE TEAMS APPROVALS AND THEN JUST SECURING THAT FUNDING. 
          AND SO, UM, YOU KNOW, EVEN IF WE'RE TRYING TO MAKE THAT GOOD FAITH EFFORT, I WOULD HOPE THERE'S A LITTLE BIT OF GRACE INVOLVED THAT, YOU KNOW, IT'S DAY 35, BUT ANY CONSIDERATION FOR A LITTLE BIT MORE TIME ON THAT COMMITMENT DEADLINE. 
          'CAUSE YOU KNOW, WE WOULD HATE TO KIND OF MISS OUT, UM, GET INCLUDED IN THAT REFINEMENT IF WE JUST MISSED, YOU KNOW, X AMOUNT OF DAYS. 
          SO YEAH, SO I'LL DO THE HISTORY ON THE OUTREACH. 
          WE DEFINITELY HAD 30 WAS TIGHT BUT FEASIBLE IF WE KNOW THE DATES AHEAD OF TIME SO WE CAN HAVE ALL THE MEETINGS AND DECISIONS MADE EVERY WEEK WE SLIP BEYOND 30 DAYS IS GONNA SLIP THIS WHOLE BATCH PROCESS OUT. 
          SO WE DEFINED A CRITICAL PATH TO WHERE THAT WINDOW WAS AS BIG AND AS SMALL AS POSSIBLE. 
          YOU KNOW, TRIED TO FIND THE MIDDLE GROUND. 
          SO 
          [01:55:01]
THAT'S PRETTY MUCH A FIXED THING. 
          AND IF WE TALK ABOUT WITHIN THE NPR AND PIG CHANGE THAT FROM 30 TO 60 DAYS, THEN SHIFT EVERYTHING TO THE RIGHT A MONTH. 
          SO JUST TO LET YOU KNOW HOW WE GOT TO IT IS, SO WE'RE NOT REALLY HERE TO DEBATE IT TODAY. 
          IT JUST CHANGES THE TIMELINE. 
          APPRECIATE THAT. 
          AND THE SPIRIT OF COLLABORATION. 
          YEAH, MAYBE WE CAN KIND OF THINK ABOUT THAT. 
          YOU'RE WELCOME. 
          THANKS FOR THE FEEDBACK. 
          ALRIGHT, NEXT ONE IS DIANA COLEMAN. 
          GO AHEAD. 
          GOOD MORNING EVERYBODY. 
          I WANTED TO FOLLOW UP ON A QUESTION THAT BILL BJORK HAS HAD ASKED EARLIER, JUST MAKING SURE THAT WE'RE UNDERSTANDING IT CORRECTLY. 
          SO IS THE EXECUTION OF AN INTERCONNECTION AGREEMENT THAT'S COMPLIANT WITH 5 8 4 8 1, IS THAT REQUIRED BY THE APRIL DEADLINE OR IS THAT BY THE JUNE RPG APPROVAL DATE? ZINA, ARE YOU, ARE YOU ASKING ABOUT FOR BATCH ZERO OR FOR BATCH ZERO? YEAH, I, I THINK I'M, I'M GONNA HIT THAT REAL SHORTLY HERE IF, IF YOU WOULDN'T MIND HOLDING THAT QUESTION. 
          OKAY. 
          AND THEN, AND THIS MIGHT BE A LATER QUESTION AS WELL. 
          SO FOR, FOR PROJECTS THAT ARE ALREADY IN FLIGHT WITHIN THE RPG PROCESS, I KNOW WE'VE TOUCHED ON THIS A LITTLE BIT, BUT THOSE ARE SUBJECT TO 5 8 4 8 1, BUT ARE THEY ALSO, THEY'RE ALSO SUBJECT TO THE 2026 RTP COMPLIANCE PLAN OR BOTH? IS IT IT'S BOTH OF THEM. 
          RIGHT. 
          MOVING IN FOR BATCH ZERO. 
          I I THINK I'M GONNA HIT THAT IN A MINUTE. 
          OKAY, THAT'S FINE. 
          UM, AND THEN ON SLIDE 10, WE HAD ONE QUESTION. 
          ERCOT HAD MENTIONED THAT THE STUDY HORIZON FOR THAT YEAR SIX IS WHERE TSPS CAN SHOW THE CUSTOMER'S FULL LOAD AMOUNT. 
          DOES THAT MEAN THAT ALL PROJECTS THAT ARE NECESSARY WOULD NEED TO BE MET IN THAT TIMELINE? LIKE IF WE GO PAST THE, THE YEAR SIX BUILD, WOULD, HOW WOULD THAT FACTOR IN IF WE FEEL LIKE IT'S GONNA GO PAST THE YEAR ONE THROUGH FIVE AND THAT STUDY HORIZONS? SO ARE YOU ASKING, SO IF YOU HAVE A LOAD THAT IS COMING IN IN 2034 AND AND WE'RE ONLY LOOKING AT 2033? YES. 
          THE 2034 LOAD OR YEAH, IF YOU HAVE A LOAD THAT'S COMING IN IN 2035, THEY WOULD BE ALLOCATED THE FULL MEGAWATTS. 
          FULL MEGAWATTS. 
          OKAY. 
          GREAT. 
          THANK YOU ALL SO MUCH. 
          WE APPRECIATE IT. 
          ALRIGHT, THANKS DIANA, THIS IS SARAH JOHNSON. 
          HI, THIS IS SARAH JOHNSON FROM PARKLAND JEWEL CONSULTANCY. 
          UM, THE TWO PART QUESTION, THE FIRST IS REALLY MORE OF A CLARIFICATION. 
          SO AT THAT, UM, COMMITMENT PERIOD, UH, THAT I GUESS ON SLIDE 14 WOULD BE THAT RED BLIP IN THE CALENDAR. 
          UM, JUST TO CLARIFY THE FINANCIAL REQUIREMENT THERE, IS THAT TIED TO, UM, THE COST OF THE TRANSMISSION UPGRADES THAT ARE, UM, EXPECTED FROM THAT, UH, SCREENING REPORT? OR, UM, WHAT IS THE BASE OF THE FINANCIAL COMMITMENT FOR CLARITY? YEAH, SO THE, THE, THE WAY THAT WE ARE ENVISIONING THIS IS THAT THAT WOULD BE BASED ON, UH, WHAT COMES OUT OF 5 8, 4 8 1 FOR INTERCONNECTION AGREEMENT. 
          OKAY. 
          SO IF THAT IS, UM, TIED TO THE COST OF, UH, TRANSMISSION UPGRADES, I GUESS MY SECOND PART IS MAYBE LESS OF A QUESTION, MORE JUST A COMMENT OF, UM, TO THE EXTENT THAT THERE'S, UH, PROJECTS THAT DO NOT MOVE FORWARD, UM, FROM THAT COMMITMENT PERIOD TO GO INTO THE REFINEMENT STUDY, UM, THAT COULD LEAVE THE PROJECTS THAT DO MOVE FORWARD HOLDING MORE OF THE BAG. 
          NOT SAYING THAT THOSE UPGRADES SHOULDN'T GET BUILT, BUT IT MIGHT BE SOMETHING TO CONSIDER OF HOW, UM, HEADROOM ON THOSE TRANSMISSION UPGRADES, UM, IS CONSIDERED FOR PROJECTS IN SUBSEQUENT BATCHES. 
          YEAH, NO, I, I I DON'T THINK, YOU KNOW, AGAIN, THE OTHER, THE PROJECTS THAT STAY THERE IS NO CHANGE IN THEIR FINANCIAL COMMITMENT. 
          SO IF, IF OTHER PROJECTS DROP OUT, THEN WE, WE WE'RE NOT GOING BACK THERE. 
          THERE'S NO CONTEMPLATION IN THE PROCESS TO GO BACK AND ASK THEM TO PUT UP ADDITIONAL FINANCIAL SECURITY. 
          UNDERSTOOD. 
          I GUESS THEN, FOR THE PROJECTS THAT DO DROP OUT, IF THEY'RE CONTRIBUTING TO A SIMILAR UPGRADE, HOW DOES THAT UPGRADE REACH? ITS, UM, ITS FUNDING IF IT'S NOT INCREASED FOR THE OTHER PROJECTS? YEAH, THE, THE, UM, IN, IN, YOU KNOW, AGAIN, THIS IS, UM, BASED ON DRAFT, UH, PFP, WHICH HAS NOT BEEN OFFICIALLY, I WHAT THE RIGHT TERM IS SUBMITTED OR PROPO? PUBLISHED? PUBLISHED. 
          IT HAS NOT BEEN OFFICIALLY PUBLISHED, BUT, UM, IT, IT, IT'S A, UH, 
          [02:00:01]
IT'S FOR THE TRANSMISSION SYSTEM UPGRADES. 
          IT'S A FINANCIAL SECURITY. 
          IT, IT'S NOT A, IT'S NOT A FUNDING OF THOSE PROJECTS SO THAT THOSE, THOSE PROJECTS ULTIMATELY GET FUNDED JUST THE WAY IT, ANY OTHER TRANSMISSION PROJECT GETS FUNDED TODAY THROUGH TCOS. 
          AND JEFF, IF YOU DON'T MIND THE PLEASE, THE PROPOSAL THAT, THAT ERCOT IS LAYING OUT TODAY IS BASED ON WHAT IS IN THAT SECOND DISCUSSION DRAFT THAT STAFF FILED IN EARLY JANUARY. 
          AND AS JEFF JUST MENTIONED, THE COMMISSIONERS HAVE NOT VOTED TO PUBLISH IT IN THE TEXAS REGISTER, WHICH IS THE LEGAL STEP THAT THAT WANTS IS THE, THE FORMAL RULEMAKING PROCESS. 
          SO THE ANSWERS THAT YOU ARE HEARING ABOUT WHAT IS INCLUDED IN THAT FINANCIAL COMMITMENT, THE COMMISSIONERS MAY CHOOSE TO PUBLISH SOMETHING DIFFERENT. 
          THE COMMISSIONERS, UM, WHEN WE ADOPT THE FINAL RULE LATER IN THE SUMMER, MIGHT CHOOSE TO HAVE DIFFERENT REQUIREMENTS. 
          SO THE ANSWERS YOU'RE GETTING TODAY ARE BASED ON THE BEST AVAILABLE INFORMATION. 
          AND WE ALL SHOULD JUST MAKE SURE THAT WE'RE TRACKING BOTH THE REVISION REQUEST HERE AND THE RULE AT THE PUC, UM, TO ENSURE THAT THEY MAKE SENSE, THEY'RE CONSISTENT, UM, AND THEY HELP IMPROVE THE PROCESS AS, UM, THE CHAIRMAN HAS LAID IT OUT. 
          YEAH. 
          APPRECIATE THAT BARK. 
          SO THAT'S, UM, YEAH, A HUNDRED PERCENT AGREE. 
          SO WE, WE WILL ADJUST THIS PROCESS AND ADJUST THE REQUIREMENTS AS 58 41, ADJUST WHAT, YOU KNOW, OUR, OUR INTENTION IS TO REMAIN IN LOCKSTEP WITH THAT. 
          ALRIGHT. 
          VERY GOOD. 
          I APPRECIATE IT. 
          THANK YOU. 
          BE THANKS SARAH. 
          UH, HARSH HNA ENCORE QUESTION ON THE REFINEMENT STUDY. 
          I HEARD COUPLE TIMES THAT THE MEGAWATT ALLOCATION WILL NOT CHANGE, BUT THE TRANSMISSION UPGRADES WILL CHANGE. 
          SO I GOT THINKING IF YOU HAD MULTIPLE LOADS CONNECTING TO A SAME TRANSMISSION LINE, UM, AND THEN ONLY, AND THEY ALL GET CAPPED AND THEY ALL HAVE SAY 20, 30% CAP, BUT THEN ONLY ONE COMMITS THE OTHER OUT. 
          WHEN DO YOU REVISE THAT PERSON'S LCP? BECAUSE NOW THAT PERSON MAY HAVE FULL CAPACITY WITHOUT ANY TRANSMISSION UPGRADE. 
          SO, SO, UM, YEAH, I'M NOT SURE. 
          ARE YOU ASKING CAN THEY COME, CAN, CAN THEY GET MORE MEGAWATTS BECAUSE THEIR NEIGHBORS HAVE DROPPED DOWN? SO THERE'S CAPACITY NOW, RIGHT? BECAUSE NOT EVERYBODY COMMITTED THAT ONE PERSON COMMITTED. 
          THERE IS TRANSMISSION CAPACITY NOW. 
          SO WHEN DOES THAT PERSON GET THAT CAPACITY? THE NEXT BATCH? THEY CAN, THEY CAN RE-REQUEST THAT IN THE NEXT BATCH. 
          WELL, SO THE FIRST BATCH, THEY ALREADY GOT THE COMMITMENT IN A WAY, AND THE LCP WAS UPGRADE THE LINE BECAUSE THE LOADS DROPPED, THE JUSTIFICATION FOR THAT UPGRADE WENT AWAY. 
          YES. 
          SO WHY DOES THAT PERSON NOT GET A HUNDRED PERCENT BEFORE THE NEXT BATCH STARTS? BECAUSE THAT'S NOT, UM, THAT'S NOT A SIMPLE ANALYSIS, RIGHT? IT, IT MAY BE THAT YOU, YOU, YOU SEE THIS MAY, MAYBE YOU SEE THIS CONSTRAINT IN THE ANALYSIS. 
          UM, AND, AND SO YOU'RE, YOU'RE PLANNING BASED ON THAT, BUT YOU DON'T KNOW JUST BECAUSE THE NEIGHBORS DROPPED OUT. 
          THERE MAY BE ANOTHER CONSTRAINT THAT IF YOU WERE TO RAISE THEM, UH, THERE MAY BE ANOTHER CONSTRAINT DOWN THE LINE. 
          RIGHT? BUT IF YOU KNEW THE SHIFT FACTORS, DO YOU NOT THINK YOU COULD FIGURE THAT? MAYBE. 
          YEAH, MAYBE, BUT YEAH, THAT, THAT'S, I THINK YOU'RE, YOU'RE ADDING COMPLEXITY TO THAT. 
          I MEAN, THESE ARE TIGHT TIMELINES. 
          UNDERSTOOD. 
          WHEN YOU ADD COMPLEXITY, YOU PUT AT RISK OF BEING ABLE TO MEET THOSE TIMELINES. 
          THANK YOU. 
          ALRIGHT. 
          THANK YOU. 
          UH, BOB WHITMEYER. 
          SO WE HAVE THREE QUESTIONS LEFT AND THEN WE'RE GONNA PUT, UH, JEFF BILLOW UP THERE ON CRITERIA. 
          OKAY. 
          BOB WHITMEYER? YES. 
          FIRST, FIRST THA THANKS MARKDALE FOR THE CLARIFICATION. 
          I'D LIKE TO REMIND EVERYBODY ON THE PHONE THAT ONE OF THE THINGS IN THE PROPOSED RULE IS A DOLLAR PER MEGAWATT FEE RATHER THAN, YOU KNOW, IT'S TIED TO A SPECIFIC PROJECT. 
          SO THAT DOES COVER A LOT OF THIS. 
          UM, AND ERCOT, I I THINK THIS IS MUCH IMPROVED FROM WHAT YOU WANT FROM WHAT YOU HAD TALKED ABOUT BEFORE. 
          I'D LIKE TO ALSO REMIND MARKET PARTICIPANTS THAT THIS IS AN ERCOT BATCH STUDY. 
          TRY NOT TO CONFUSE WHAT YOU'VE EXPERIENCED IN CLUSTER STUDIES ELSEWHERE. 
          THIS IS NEW. 
          UM, JEFF, I, I, I'M REALLY SUPPORTIVE OF THE, YOU KNOW, HOW MUCH IT'S GONNA COST. 
          YOU HAVE A FIRM COMMITMENT WHEN ERCOT WHEN YOU MAKE YOUR, YOUR SECURE, YOUR NON-REFUNDABLE SECURITY DEPOSIT. 
          UH, 
          [02:05:01]
I LIKE THAT PART. 
          MY QUESTION IS, AND I UNDERSTAND IT LOCKS YOU IN ON MEGAWATTS, BUT IF THE PROJECTS CHANGE AS A RESULT OF THE, THE THREE MONTH PROCESS, DO WE KNOW THAT THE TIMELINE STILL HOLDS TRUE? IT IT HAS TO, YEAH. 
          OKAY. 
          PERFECT. 
          THE TIME. 
          WE CANNOT CHANGE THE TIMELINE. 
          SO I THINK THAT THAT IS A CONSTRAINT THAT WE WILL, UM, WE, WE, WE WILL RESPECT THAT CONSTRAINT. 
          OKAY. 
          THAT, THAT'S VERY HELPFUL. 
          THANK YOU. 
          ALRIGHT. 
          AND DOWN TO JIM, JIM LEE, UH, JIM LEE WITH CENTER POINT ENERGY. 
          THANKS MATT. 
          UM, JEFF, THIS IS PROBABLY MORE OF A TRANSITIONAL QUESTION AND PERHAPS PART OF THE CRITERIA, BUT WITH THE STUDY HORIZON ON SLIDE 10 BEGINNING IN 2028, WHAT'S THE PATH FORWARD FOR LOADS THAT SEEK SYNCHRONIZATION IN 2027 AND HOW DOES THAT FLOW INTO THE BATCH ZERO? YEAH, I, I, I WILL ADDRESS THAT COMING UP. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, VERY GOOD. 
          LAST QUESTION, DURGA. 
          THANK YOU. 
          UM, I'LL LOVE MY QUESTIONS TOGETHER 'CAUSE THERE'S THE LESS TIME. 
          UH, MY FIRST QUESTION IS, I HAD PLACED THIS IN LAST TO LAST LLWG ABOUT, UM, BES. 
          WE HAVE AROUND 1 72 1 ETG AWARD OF BES IN THE QUEUE. 
          UM, THE, THE THING IS, FROM THE START TYING THE STUDY STARTS AND THE TAG PROCESSES COMPLETES AROUND ONE YEAR, TWO MONTHS, UM, ALMOST, UM, IT'S NOT JUST THAT LOADS DROP BEST CAN ALSO DROP, UH, SOLARS CAN ALSO DROP. 
          UM, UM, DO WE, DO WE THINK THAT WE SHOULD ADD SOME EXTRA CRITERIA APART FROM SIX AND 6.9 TO REDUCE THE QUEUE IN TERMS OF WHAT BEST IS ADDED? I'M, I'M SPECIFICALLY CONCERNED ABOUT BEST BECAUSE THERE IS AROUND 180 OF BEST IN THE QUEUE. 
          UM, THE OTHER QUESTION PLUGGED INTO THAT IS HOW DO, HOW ARE WE THINKING OFFICIOUS GENERATOR ADDITION, BECAUSE THERE'LL BE MORE LOAD THAN GEN IN THE CASE. 
          SO, UM, AND THE LOCATION OF THE SPEC STATION IS IMPORTANT TO FIND THE SOLUTIONS FOR THE TRANSMISSION. 
          SO HOW DO WE LOOK AT THAT? YEAH, I THINK, I THINK THE ANSWER TO BOTH QUESTIONS, DURGA IS, UH, UH, ON THE SLIDE TO, YOU KNOW, THE THE PICKER 1 27 METHODOLOGY. 
          I KNOW BILL'S RAISED SOME QUESTIONS ABOUT, YOU KNOW, WHEN YOU GET TO THE POINT WHERE YOU'RE STARTING TO ADD ADDITIONAL GENERATION AROUND THE SYSTEM, BEYOND, YOU KNOW, YOUR, YOUR LIST THAT YOU CAN GO DOWN, WHERE YOU ADDED IS IMPORTANT AND WE, WE UNDERSTAND THAT CONCERN. 
          UM, DON'T HAVE A MORE DETAILED ANSWER FOR YOU TODAY, BUT WE'LL, WE'LL TRY AND ADDRESS THAT AT FUTURE WORKSHOPS AND THROUGH THE REVISION REQUEST. 
          THANK YOU. 
          AND LAST QUESTION IS, I ALSO RAISED THIS LAST TO LAST LWGI THINK WE NEED TO ALSO USE THIS, I THINK LINGUA FRANCA, MAYBE A CONTINGENT FACILITY, A NON-CON CONTINGENT FACILITY TRANSMISSION UPGRADES. 
          BECAUSE WE ARE SHIFTING TOWARDS, UH, CLUSTER STUDIES LIKE WE DO IN, UM, IN WW AND OTHER AREAS WHERE THERE'S CLUSTER STUDIES DONE. 
          IF THERE IS A, UM, A LOAD OR GEN LOAD THAT COMES ONLINE, UH, IS SUPPOSED TO COME ONLINE AND IT DEPENDENT ON, UH, A, A STATION OR A LINE, WHICH IS A RESULT OF SOME PREVIOUS BATCH STUDY, FOR SOME REASON, THAT LOAD OR THAT GENERATION DROPS, AND THIS IS A CONTINGENT FACILITY FOR THIS LOAD TO COME ONLINE. 
          HOW DO WE HANDLE THAT SITUATION? UM, I, I, I THINK ALL PEOPLE ASK THIS QUESTION TODAY AND THINK THERE'S NO ANSWER TODAY, MAYBE, BUT MY REQUEST IS IN THE NEXT MEETINGS, MAYBE, UH, AN EXAMPLE OF SOME SORT IN THE PRESENTATION FOR PEOPLE TO UNDERSTAND IT MUCH BETTER BECAUSE, UH, THERE SHOULD BE A DISTINCTION BETWEEN CONTINUED AND NON-CONTENT FACILITIES FOR LOADS IN THE FUTURE IN THE STUDIES AND HOW THOSE ARE TREATED DIFFERENTLY IMPACTS, UH, THE COST AND THE TIMELINE FOR LOADS. 
          UH, AND THESE, THESE LOADS ARE LIKE HEAVILY, UH, FINANCIALLY HEAVY, UM, UH, LOADS. 
          THEY'RE LIKE IN BILLIONS OF DOLLARS AND THERE ARE CHANCES OF THOSE, THESE LOADS FALLING OUT IN THE FUTURE. 
          SO IT'S VERY IMPORTANT TO MAKE THAT DISTINCTION FOR CONTINGENT AND NON-CON CONTINGENT FACILITIES FOR LOADS IN THE FUTURE FOR THE TRANSMISSION UPGRADES. 
          OKAY. 
          THANK YOU FOR THE COMMENT. 
          OKAY. 
          THANK YOU. 
          THANK YOU. 
          ALL RIGHT. 
          [5. Criteria for Batch Zero]
SO IT'S KIND OF FUNNY AFTER JEFF PRESENTS, WE CAN'T SAY YOU'LL HEAR THIS LATER IN THE DAY, SO WE'RE GONNA LET HIM PRESENT THE, UH, CRITERIA SLIDES. 
          AND THAT MAY TAKE US RIGHT UP TO LUNCH, BUT SIMILAR TO WHAT AG DID, WE'RE GONNA LET HIM, UH, PRETTY MUCH DO A CLEAN RUN THROUGH ALL THE SLIDES, UH, TO GET THAT INTO PLAY. 
          SO THE STAGE IS YOURS. 
          THANKS, JEFF. 
          YEAH, THANKS MATT. 
          YEAH, AND JUST I WANTED TO GO BACK TO THAT LAST QUESTION. 
          UM, DURGA, 'CAUSE I THINK THIS IS IMPORTANT, IS THAT AFTER THE, UM, UH, ON SLIDE NINE, THAT THAT BOX A AFTER THAT COMMITMENT BOX, THAT THERE IS NO TIE BETWEEN THE TRANSMISSION PROJECTS AND THE LOAD. 
          SO THOSE 
          [02:10:01]
TRANSMISSION PROJECTS COULD CHANGE OVER TIME. 
          THE LOAD COULD CHANGE OVER TIME. 
          WE ALREADY HAVE PROCESSES, UH, THAT WE, WE ALREADY USE IN OUR, OUR, UM, EXISTING TRANSMISSION, UH, PLANNING, UH, STUDIES WHERE WE DEAL WITH CHANGES IN ASSUMPTIONS. 
          AND IT, IT WILL BE THE SAME FOR BATCH STUDIES. 
          THAT'LL BE THE SAME FOR THE REFINEMENT STUDY. 
          IT'LL BE THE SAME GOING FORWARD. 
          OKAY. 
          AND I ALSO WANNA APOLOGIZE. 
          I KNOW THERE'S A FLASHING LIGHT OVER THERE, SO HOPEFULLY THAT'S NOT BOTHERING ANYBODY TOO BAD, BUT THEY'RE GONNA CYCLE IT AT LUNCH. 
          THEY'RE WAITING US FOR, TO LEAVE THE ROOM TO DO THINGS. 
          SO YES. 
          OKAY. 
          IF YOU START TO TWITCH, WE'LL, WE'LL BRING IN SAFETY . 
          OKAY. 
          SO, UH, YEAH, LET'S GET INTO THE, UH, THE BATCH ZERO CRITERIA. 
          AND I WANTED TO START WITH, AS WE THOUGHT ABOUT H HOW WOULD WE, HOW WE WOULD DO THIS? H WHAT WERE THE PRINCIPLES? WHAT WERE THE FUNDAMENTALS ON, UH, YOU KNOW, H HOW WE NEEDED TO, UH, D DESIGN THIS? UM, AND A LOT OF THIS IS BASED ON THE FEEDBACK THAT WE HEARD, UM, THROUGH V VARIOUS, UM, THROUGH THE PREVIOUS WORKSHOPS AND, AND THE VARIOUS WAYS THAT WE, THAT WE HAD, UH, REACHED OUT FOR STAKEHOLDER FEEDBACK. 
          UM, AND, AND THEN PART OF THE CHANGE IS ALSO BECAUSE WHEN, WHEN WE ORIGINALLY, UH, WHEN WE CAME ON FEBRUARY 3RD, WE ORIGINALLY HAD THIS CONCEPT OF A BATCH ZERO PHASE A IN, IN WHICH WE WERE GOING TO HAVE TO START BEFORE THE 58 41 RULE. 
          UM, YOU KNOW, MU MUCH BEFORE THAT WAS, THAT WAS GONNA BE LAID OUT. 
          UH, WE, WE HAD SOME, UH, DIFFERENT IDEAS ON THAT. 
          BUT I THINK NOW THAT THE TIMING OF BATCH ZERO, UH, I WOULD SAY CL MORE CLOSELY ALIGNS WITH 58 41, THAT THAT HAS CHANGED OUR THINKING A LITTLE BIT. 
          AND, AND SO WE, YOU SEE HERE THAT WE HAVE CHANGES FROM WHAT WE HAD PRESENTED PREVIOUSLY, UH, THAT THOSE CHANGES ARE BECAUSE OF THE FEEDBACK AND ALSO BECAUSE OF THE CHANGE IN TIMING IN 58 41. 
          UH, BUT LET ME WALK THROUGH KINDA THESE FIVE PRINCIPLES THAT, THAT WE, UH, USED AS WE LAID THIS OUT. 
          UH, SO THE FIRST IS THAT WE, WE HAVE A RELIABILITY RESPONSIBILITY TO ENSURE THAT THE LARGE LOADS THAT WE SAY ARE FIRM, OR WE SAY THAT WE ARE NOT REALLOCATING THOSE MEGAWATTS OR, OR RESTUDYING THOSE. 
          WE, WE NEED TO MAKE SURE THAT WE CAN RELIABLY SERVE THOSE LOADS. 
          UH, AND, AND THERE ARE NOC REQUIREMENTS WE CAN DISCUSS ON THAT. 
          BUT, BUT THAT IS JOB NUMBER ONE FOR ERCOT, IS WE HAVE TO MAKE SURE THAT WE CAN RELIABLY SERVE THE LOADS THAT WE ARE SAYING CAN CONNECT TO THE SYSTEM. 
          UM, SECOND IS THAT WE ARE LOOKING AT THE SENATE BILL SIX AND, AND HOW THE PUC IS IMPLEMENTING THAT. 
          WE ARE LOOKING AT THOSE GATING RULES, AND WE WANT TO INCORPORATE THOSE GATING RULES INTO THIS, UH, BATCH ZERO CRITERIA. 
          AND THOSE GATING RULES ARE BOTH FROM THE, UH, THE INTERMEDIATE AGREEMENT PHASE AS WELL AS THE INTERCONNECTION AGREEMENT PHASE. 
          UM, AND, AND SO THAT, YOU KNOW, THAT, THAT THAT WILL BE THE, THE LAW OF THE LAND, UH, RELATIVELY SOON. 
          AND SO WE NEED TO MAKE SURE THAT BATCH ZERO IS ALIGNED AND, AND SUBSEQUENT BATCHES ARE ALIGNED WITH THOSE GATING RULES. 
          UH, WE, WE ALSO UNDERSTAND THAT SOME LOADS HAVE ALREADY GONE THROUGH PARTIALLY, UH, SOME, SOME EXISTING PROCESS, WHETHER THAT'S THE, UH, P ONE 15 PROCESS OR OTHER STUDY PROCESSES. 
          UH, AND, AND SO AS MUCH AS WE CAN, WE WANT TO, UH, RESPECT THOSE, UH, THOSE PROCESSES THAT HAVE EXISTED BEFORE THE BATCH PROCESS. 
          UH, ONE, ONE OF THE PIECES OF FEEDBACK THAT WE HEARD AT, UH, THE LAST WORKSHOP AS, AS WELL AS INDIVIDUAL STAKEHOLDER FEEDBACK WAS THAT PRO PROJECTS THAT ARE ENERGIZING IN THE NEXT 18 TO 24 MONTHS, THOSE PROJECTS ARE LIKELY OR, OR SHOULD HAVE ALREADY HAVE MET CERTAIN MILESTONES. 
          AND THERE, THERE ARE PHYSICAL THINGS THAT WE OUGHT TO BE ABLE TO CHECK TO MAKE SURE THAT THOSE PROJECTS ARE, UH, ARE ACTUALLY GOING TO BE ENERGIZED IN THAT TIME PERIOD. 
          UH, AND SO WE'VE ADDED, YOU'LL, YOU'LL NOTICE WHEN I GO THROUGH THIS IN A MINUTE, WE'VE ADDED AN ASSESSMENT TO SEE ARE, ARE THOSE PREP PROJECTS THAT ARE REQUESTING ENERGIZATION IN 26 OR 27, OR ARE THOSE ACTUALLY FEASIBLE ENERGIZATION SCHEDULE? UM, AND, AND THEN, UH, FINALLY THERE IS THIS, UH, CONCEPT IN THE DRAFT PFP. 
          AND, AND AGAIN, I'LL REITERATE ALL THE DISCLAIMERS THAT BARKSDALE LAID OUT, IS THAT THAT IS JUST A DRAFT AT THIS POINT. 
          THAT THAT IS NOT THE, THE LAW OF THE LAND, BUT THERE IS A POSSIBILITY THAT COULD BE THE LAW OF THE LAND OR SOME VERSION, AND THAT, UH, THAT PFP CONTEMPLATES THIS IDEA OF, UM, REALLOCATING, UH, OR RELEASING CAPACITY THAT LOADS HAD, UH, PREVIOUSLY REQUESTED. 
          UH, BUT THEY'RE NOT UTILIZING THAT CAPACITY. 
          UH, AND SO WE WANT TO IT TO INCORPORATE THAT, 
          [02:15:01]
UH, THAT, UH, IN, INTO THIS, UM, UH, CRITERIA AS WELL. 
          OKAY. 
          SO LET, LET ME WALK THROUGH THIS. 
          UM, WE'LL, WE'LL SEE HOW WELL THIS WORKS. 
          I'M, I'M GONNA TRY TO WALK THROUGH THE ENTIRE FLOW CHART AND, UM, AND, AND THEN I'LL, I'LL GO INTO THE DEEP DIVE. 
          SO EACH OF THOSE NUMBERS YOU SEE, I ON THE SLIDE, UH, THAT, THAT CORRESPONDS TO A, A SLIDE OR TWO THAT HAS A DEEP DIVE ON THAT BOX OR THAT DIAMOND. 
          UH, OKAY. 
          SO, UM, IF WE START AT THE START, UH, THE FIRST THING THAT WE ARE GOING TO CHECK IS, IS THE LOAD ALREADY OPERATIONAL OR IS IT WE ALREADY GRANTED APPROVAL TO ENERGIZE? UM, AND IF THE ANSWER IS YES, THEN WE ARE GOING TO INCLUDE THAT AS WE'RE CALLING BASE LOAD. 
          I THINK WHAT WE'VE PREVIOUSLY DESCRIBED AS FIRM LOAD, UH, SO THAT IS BASE LOAD. 
          WE'RE NOT GOING BACK AND, UH, RESTUDYING THAT. 
          UM, AND THERE'S AN ASTERISK THERE. 
          AND, AND I'LL GET BACK TO THAT, UH, IN A MINUTE WHEN WE, WHEN WE GO TO THAT, THAT REFERENCE SLIDE. 
          UH, BUT IF IT'S ALREADY OPERATIONAL APPROVED TO ENERGIZE, THEN THAT, THAT'S, THAT'S BASE LOAD. 
          UM, IF, IF IT HAS NOT ACHIEVED THAT, THEN WE NEED TO CHECK THAT. 
          THE NEXT DIAMOND HERE IS WE NEED TO CHECK IS, UH, ARE THE STUDIES THAT HAVE BEEN DONE, ARE THEY COMPLETE AND ARE THEY VALID? SO GETTING BACK TO OUR PRINCIPLE OF WE NEED TO MAKE SURE THAT WE CAN RELIABLY CONNECT THESE LOADS, UH, WE WE'RE GOING TO CHECK IF THE STUDIES THAT WERE DONE FOR THAT LOAD, FOR THAT LOAD, IF THOSE, UH, STUDIES ARE COMPLETED VALID. 
          AND, AND I'LL GET TO WHAT THAT MEANS IN A MINUTE. 
          BUT, UH, BUT THAT'S ESSENTIALLY WHAT WE'RE DOING. 
          UM, AND I'M, I'M GONNA TAKE THIS, UM, LOWER PATH HERE. 
          SO IF THE STUDIES, IF, IF WE LOOK AT THE STUDIES AND SAY, YEP, WE, WE HAVE GOOD STUDIES FOR THAT LOAD, THEN WE WILL CHECK DOES THE LOAD MEET THE FULL COMMITMENT CRITERIA? AND THAT FULL COMMITMENT CRITERIA IS THE INTERCONNECTION AGREEMENT CRITERIA, UH, AGAIN, AS LAID OUT IN 58 4 81. 
          UH, SO IF THE LOAD MEETS THE 58 41 COMMITMENT CRITERIA, THEN WE WILL THEN CHECK IS, IS THE LOAD PLANNING TO BE OPERATIONAL BY THE END OF 2027? AND AGAIN, THE, THE REASON THAT WE'RE ASKING THIS IS THE FEEDBACK THAT WE HEARD FROM STAKEHOLDERS IS, UH, IF A LOAD IS GOING TO BE ENERGIZED IN THE NEXT 18 TO 24 MONTHS, THEY, THEY WILL BE ABLE TO PROVE TO YOU THAT THEY HAVE DONE CERTAIN ACTIVITIES. 
          UH, AND SO ERCOT, YOU SHOULD CHECK THAT. 
          UH, AND SO IF, UH, IF THEY'RE NO, WE'RE A 2028 OR, OR LATER LOAD YOU, YOU HAVE VALID STUDIES, YOU MEET THE INTERCONNECTION AGREEMENT CRITERIA, THEN THOSE LOADS WILL BE, AGAIN, BASE LOAD BE INCLUDED AS BASE LOADS. 
          WE'RE NOT STUDYING THOSE FOR REALLOCATION BECAUSE THEY HAVE A VALID STUDY AND THEY MEET THE INTERCONNECTION AGREEMENT CRITERIA. 
          UM, HOWEVER, IF YOU ARE TELLING US THAT YOU ARE GOING TO ENERGIZE BY THE END OF 2027, THEN WE ARE GOING TO CHECK TO MAKE SURE THAT YOU ARE ACTUALLY, ARE, HAVE DEVELOPMENT, UH, UM, THAT YOU, THAT YOU CAN DEMONSTRATE DEVELOPMENT ACTIVITY. 
          AND IF YOU CAN, THEN YOU, YOU WILL ALSO BE INCLUDED AS BASE LOAD FOR FIRM BASE LOAD. 
          UM, SO, UH, LET ME KEEP GOING DOWN THIS PATH, BUT IF YOU, IF YOU TELL US, HEY, WE, WE ARE INTERCONNECTING IN 2026, BUT YOU CAN'T DEMONSTRATE THAT YOU, UH, HAVE ANY, ANY SORT OF DEVELOPMENT ACTIVITY, THEN WE ARE GOING TO SAY, YOU, YOU TOLD US YOU'RE ENERGIZING IN 26, BUT IT'S, IT'S NOT FEASIBLE. 
          YOU'RE, YOU'RE, YOU'RE NOT ABLE TO DO THAT. 
          UH, AND SO WE ARE GOING TO ADMINISTRATIVELY SAY YOUR, YOUR STUDIES ARE NO LONGER VALID. 
          'CAUSE WE, WE HAD STUDIES SAYING THAT YOU WERE GONNA ENERGIZE IN 26 AND, AND NOW THOSE STUDIES ARE NOT VALID. 
          UM, AND SO WE ARE GOING TO ADMINISTRATIVELY SET YOUR ENERGIZATION DATE TO JANUARY 1ST, 2028, AND YOU ARE GOING TO GO INTO THE STUDY. 
          WE, WE WILL STUDY AND REALLOCATE THE LOAD AMOUNT IN BATCH ZERO. 
          OKAY? LET, LET, LET ME, UH, GO BACK UP HERE. 
          SO AGAIN, IF YOU ARE A LOAD WHERE YOUR INTERCONNECTION STUDIES ARE VALID, SO THAT, SO YOU'VE GOTTEN ALL OF YOUR INTERCONNECTION STUDIES DONE, WE LOOK AT THOSE AND WE SAY, YEP, THOSE ARE VALID. 
          UH, BUT YOU DO NOT MEET THE 58 41 INTERCONNECTION AGREEMENT CRITERIA. 
          SO YOU HAVEN'T MET THAT FULL COMMITMENT CRITERIA. 
          THEN WE WILL CHECK TO SEE, DO YOU MEET THE 58 41 INTERMEDIATE AGREEMENT CRITERIA. 
          UH, IF YOU DO, THEN WE WILL 
          [02:20:01]
UD THOSE LOADS AND REALLOCATE MEGAWATTS IN BATCH ZERO. 
          BUT IF, IF YOU, UH, EVEN IF YOU HAVE GOOD STUDIES, BUT YOU CAN'T MEET EITHER INTERCONNECTION AGREEMENT OR INTERMEDIATE AGREEMENT CRITERIA, THEN YOU'LL NOT BE INCLUDED IN BATCH ZERO. 
          UH, LEMME GO BACK UP THIS WAY. 
          SO LET'S SAY THAT WE LOOK AT YOUR STUDIES AND WE SAY, UM, MAYBE YOU'VE DONE SOME STUDIES, UH, BUT UH, WE'VE DETERMINED THAT THE STUDIES AREN'T VALID. 
          UH, THEN WE'RE GONNA GO, UH, 'CAUSE MAYBE SOME ASSUMPTIONS HAVE CHANGED, THEN WE WILL GO AND WE WILL LOOK AT, ARE YOUR INTERCONNECTION STUDIES CALLING IT PARTIALLY COMPLETE? AND, AND AGAIN, I'VE GOT A SLIDE ON THIS, I'LL EXPLAIN MORE WHAT WE MEAN BY THAT. 
          UM, IF, IF THEY MEET THE PARTIALLY COMPLETE CRITERIA, THEN WE WILL GO AND CHECK, OKAY, DO YOU MEET THE 58 41 INTERMEDIATE CRITERIA? AND SAME THING IF, IF YOU, IF YOU DO, THEN WE WILL RESTUDY THAT AND WE WILL ALLOCATE MEGAWATTS. 
          UH, BUT IF YOU DON'T, THEN YOU'RE NOT INCLUDED. 
          OR IF YOUR STUDIES HAVE NOT PROGRESSED TO THE POINT WHERE WE SAY THAT THEY ARE PARTIALLY COMPLETE, THEN THOSE LOADS WILL NOT BE INCLUDED IN BATCH ZERO. 
          OKAY? SO LET'S, LET'S DIVE INTO THAT. 
          OKAY. 
          SO AGAIN, THE WHAT, WHAT IS INCLUDED AS BASE LOAD. 
          SO IF, IF YOU ARE OPERATIONAL OR WE HAVE APPROVED YOU TO ENERGIZE, UM, THEN WE WILL INCLUDE YOU AS BASE LOAD, UM, IN, IN, AND, UH, SO IN ANY LOADS THAT, UM, WENT THROUGH THE INTERIM PROCESS, UH, WE WILL ALLOCATE THE MEGAWATTS BASED ON WHAT THOSE LOADS WERE INCLUDED IN THE, UH, 2025 RTP. 
          UM, IF YOU WERE OPERATIONAL BEFORE THE INTERIM PROCESS. 
          SO, YOU KNOW, IF, IF, IF YOU'RE A REFINERY THAT HAS EXISTED FOR 20 YEARS, UH, WHAT WHATEVER WE HAVE STUDIED YOU IN PREVIOUSLY, THAT THAT'S WHAT WE'RE GONNA CONTINUE TO STUDY US. 
          SO THAT, THAT'S WHAT THIS IS INTENDED TO BE. 
          IF YOU'RE A STEEL MILL THAT'S BEEN THERE FOR 40 YEARS, YOU KNOW, WE'RE, WE'RE STILL GONNA RESPECT WHATEVER THOSE MEGAWATTS WERE. 
          YOU'RE NOT GETTING REALLOCATED, UM, UH, LOADS THAT BECAME OPERATIONAL AFTER WE STARTED THE, THE INTERIM LLIS PROCESS. 
          UM, IT, IT IS THE LESSER OF, UH, THE MEGAWATTS THAT WE'VE PREVIOUSLY MODELED YOU HAVE MODELED YOU AT IN THE 2025 RTP AND I'M, I'M GONNA EXPLAIN WHAT THIS MEANS HERE IN A SECOND OR MEGAWATTS IN YOUR LOAD COMMISSIONING PLAN. 
          IF YOU HAVE A LOAD COMMISSIONING PLAN, UM, OR MEGAWATTS IN UPDATED RAMP SCHEDULE THAT YOU PROVIDE TO YOUR D-S-B-D-S-P BY A TO BE DETERMINED DATE IN THE FUTURE. 
          UH, AND THIS DATE IS, I THINK IT, IT IS IN THE FUTURE, BUT YOU PROBABLY SOMETIME THIS SUMMER. 
          UM, AND SO IF, IF YOU ARE OPERATIONAL AND YOU BECAME OPERATIONAL AFTER WE STARTED THE PROCESS, SO WE, IT'LL BE THE LESSER OF THESE THREE. 
          UM, AND THEN WE'RE, WE'RE GOING TO RESPECT WHAT IS IN THE, UH, DRAFT PFP AND 58 41. 
          UM, AT, AT LEAST AS WE ARE READING IT IS THERE IS THIS CONCEPT OF A SIX MONTH LOOKBACK. 
          UH, WE WILL TAKE THAT SNAPSHOT SNAPSHOT ON JUNE 1ST, WHICH MEANS SIX MONTHS PRIOR TO THAT IS DECEMBER ONE. 
          UH, AND THE WAY THIS WORKS, AT LEAST AS WE'RE READING THE RULE, IS THAT IF YOU TOLD US THAT IN 2025 YOU WERE A 500 MEGAWATT LOAD, UH, BUT THE MOST, IF WE LOOK IN ON JUNE 1ST, 2026, AND THE MOST WE SEE THAT YOU HAVE EVER CONSUMED IS 300 MEGAWATTS, THEN THAT 200 MEGAWATTS IS GOING TO BE AVAILABLE TO BE REALLOCATED TO OTHER LOADS. 
          UH, SO, SO SAME, SAME IN, UH, WHETHER YOU'RE WERE MODELED IN THE RTP OR YOU HAD A LOAD COMMISSIONING PLAN. 
          UH, SO AGAIN, IF YOU WERE, IF YOU TOLD US IN 2025, I'M GOING TO BE 500 MEGAWATTS, BUT WE SEE THAT SIX MONTHS AFTER THAT SIX MONTHS IS, UH, YOU KNOW, JUNE 1ST WHEN WE TAKE THE SNAPSHOT, THE MOST YOU'VE EVER CONSUMED IS 300 MEGAWATTS, THEN THERE'S 200 MEGAWATTS THAT WILL BE REALLOCATED. 
          UH, THAT ALSO IMPACTS YOUR LATER, UH, YOUR, YOUR LATER LOAD RAMPS. 
          SO IF YOU TOLD US IN 2025, I'M GONNA BE 500 MEGAWATTS, AND WE'VE ONLY SEEN THAT YOU, YOU ARE 300 MEGAWATTS, IF YOU TELL US IN 2028, I AM 600 MEGAWATTS, THEN IT'S 600 MINUS TO 200 IS 400, AND THAT, THAT, UM, SO THAT, THAT'S THE WAY WE'RE READING THE 58 41 ON THAT 
          [02:25:04]
EXPECT. 
          I MIGHT HAVE A QUESTION OR TWO ON THAT WHEN WE GET TO QUESTIONS. 
          UM, OKAY, SO, UM, AGAIN, THIS IS THE, YOU'RE INCLUDED AS BASE LOAD. 
          SO IF YOU HAVE COMPLETE AND VALID INTERCONNECTION STUDIES AND YOU MEET THE 58 41 INTERCONNECTION AGREEMENT REQUIREMENTS, AND YOUR REQUESTED ENERGIZATION DATE IS BEFORE THE END OF 2027, AND YOU HAVE DEMONSTRATED SOME, I'M KIND OF WALKING DOWN THAT DIAMOND, YOU'VE DEMONSTRATED THAT THAT PATH OF DIAMONDS, YOU'VE DEMONSTRATED THAT YOU, UH, HAVE DEVELOPMENT ACTIVITY, THEN YOU'LL BE INCLUDED AS BASE LOAD. 
          AND THEN IF YOU HAVE COMPLETE AND VALID STUDIES, YOU MEET 58 41 INTERCONNECTION AGREEMENT CRI UH, REQUIREMENTS, UH, AND YOU'LL BE OPERATIONAL AFTER 2027, THEN YOU'LL BE INCLUDED IN THE STUDY AS BASE LOAD. 
          SO IF, IF YOU ARE IN EITHER OF THESE BUCKETS AND YOU'VE SAID, I I AM 500 MEGAWATTS, AND, AND YOU MEET THESE CRITERIA, THEN YOU'LL BE, UH, STUDIED AS 500 MEGAWATTS WITH NO REALLOCATION IN BATCH ZERO. 
          SO YOU'RE JUST, YOU'RE SET AT 500 MEGAWATTS IN THE CASE. 
          OKAY? SO LET'S, UH, NOW SWITCH OVER TO LOADS THAT WILL BE STUDIED IN BATCH ZERO. 
          SO STUDIED MEANS, UH, YOU'RE ASKING FOR 500 MEGAWATTS. 
          WE'RE GOING TO RUN THE ANALYSIS AND DETERMINE CAN WE SERVE ALL 500 MEGAWATTS? IS THERE A LESSER AMOUNT? DO WE NEED SOME TRANSMISSION UPGRADES? THAT, THAT'S WHAT STUDIED IN BATCH ZERO MEANS. 
          UH, SO IF YOU HAVE COMPLETE AND VALID STUDIES, BUT YOU DON'T MEET THE INTERCONNECTION AGREEMENT REQUIREMENTS, UH, BUT YOU DO MEET THE INTERMEDIATE AGREEMENT REQUIREMENTS, THEN YOU ARE INCLUDED AS THAT STUDIED AND, AND YOUR MEGAWATT ALLOCATION WILL BE DETERMINED THROUGH THE BATCH ZERO STUDY. 
          IF YOU HAVE GOOD STUDIES, UH, YOU MEET THE INTERCONNECTION AGREEMENT REQUIREMENTS, YOU'VE REQUESTED ENERGIZATION BEFORE THE END OF 2027, AND, BUT YOU CAN'T DEMONSTRATE THAT YOU'VE, UH, STARTED DEVELOPMENT ACTIVITY ON YOUR, YOUR PROJECT, THEN YOU'LL BE INCLUDED AS YOU'LL BE INCLUDED IN THE STUDY, BUT YOU'LL BE STUDIED AND YOUR MEGAWATTS WILL BE ALLOCATED. 
          SO THIS IS THAT, THAT PATH WHERE, UM, WE'RE GONNA SET YOUR, UM, UH, YOUR ENERGIZATION DATE, WE'RE GONNA ADMINISTRATIVELY SET THAT TO, UH, 2028. 
          UM, OR IF YOU'VE PARTIALLY COMPLETED STUDIES, UM, AND, UM, YOU HAVE MET THE INTERMEDIATE AGREEMENT REQUIREMENTS, THEN YOU'LL BE INCLUDED AS STUDIED IN BATCH ZERO. 
          OKAY? SO THEN WHAT, WHAT PROJECTS ARE NOT INCLUDED IN BATCH ZERO? SO YOU'RE NOT BASE LOAD, YOU'RE, AND WE'RE NOT GONNA STUDY YOU. 
          UM, IF YOU, UH, HAVE COMPLETE STUDIES, BUT YOU CAN'T MEET INTERCONNECTION OR INTERMEDIATE AGREEMENT REQUIREMENTS IN 58 41, THEN YOU'LL NOT BE INCLUDED IN BATCH ZERO. 
          YOU, YOU'LL BE ELIGIBLE TO BE INCLUDED IN A LATER BATCH IF YOU MEET THE, UH, ULTIMATELY THE INTERMEDIATE AGREEMENT CRITERIA. 
          UH, BUT THAT'LL BE DETERMINED IN A, A DIFFERENT SET OF WRITTEN REQUESTS. 
          UM, OR, UM, IF YOU HAVE PARTIALLY COMPLETE STUDIES, SO YOU, YOU HAVE SOME STUDIES DONE, UM, BUT YOU, YOU DON'T MEET THE INTERMEDIATE AGREEMENT REQUIREMENTS, UM, THEN YOU'RE ALSO NOT INCLUDED IN BATCH ZERO AND ELIGIBLE TO BE, UH, IF YOU MEET THE REQUIREMENTS FOR BATCH ONE, YOU'RE ELIGIBLE TO BE INCLUDED IN BATCH ONE. 
          OKAY. 
          SO, UM, LET'S TALK ABOUT THE INTERCONNECTION STUDIES. 
          SO WHAT, WHAT DO WE MEAN WHEN WE SAY YOU HAVE COMPLETE AND VALID INTERCONNECTION STUDIES? UM, IT, AND IT, THIS IS BOTH OF THESE BULLETS. 
          UH, WE NEED A COMPLETE DYNAMIC MODEL, UH, THAT HAS BEEN PROVIDED TO US WITH ANY, UH, NECESSARY INFORMATION AND DOCUMENTATION SUCH AS, UH, FOR LARGE ELECTRONIC LOADS. 
          UM, I THINK WE'RE REQUIRING THE, UH, THE DWG LARGE LOAD SURVEY. 
          FRED, CAN I, SORRY, PUT YOU ON THE SPOT. 
          IS IT JUST LARGE ELECTRONIC LOADS OR IS IT ALL LARGE LOADS? I DON'T REMEMBER OFF THE TOP OF MY HEAD. 
          YOU'RE GONNA CHECK. 
          OKAY, FRED'S GONNA CHECK ON THAT. 
          SORRY. 
          UM, AND THEN, SO IT'S THAT BULLET PLUS, DO YOU HAVE STEADY STATE, UH, AND STABILITY STUDIES? THAT, AND THIS, THIS IS MORE OF A PRINCIPLE THAN A, THIS SPECIFIC METHODOLOGY AT THIS POINT. 
          UH, BUT IT IS, DO YOU HAVE STEADY STATE AND STABILITY STUDIES, UH, WHERE YOU CAN DEMONSTRATE THAT THE LOAD CAN BE RELIABLY SERVED, UH, CONSIDERING ANY CHANGES IN ASSUMPTIONS 
          [02:30:01]
SINCE THE STUDY WAS COMPLETE? AND FOR THIS, WE WILL CONSIDER LLIS STUDIES, RTP STUDIES AND RPG STUDIES. 
          SO IT, IT IS ESSENTIALLY, UM, UH, I'LL, I'LL GIVE YOU AN AN EXAMPLE. 
          UH, BUT THERE'S A, A UNIVERSE OF, UH, EXAMPLES THAT WE'RE TRYING TO WORK THROUGH, AND THAT'S WHY WE DIDN'T INCLUDE EVERYTHING IN, IN THE SLIDE TODAY. 
          UH, WE, WE WILL HAVE THIS BUTTONED UP BY THE TIME THAT WE FILE THE REVISION REQUEST. 
          BUT AS AN EXAMPLE, IF YOU ARE A LARGE LOAD AND YOU HAVE GONE THROUGH THE LLIS STUDY, YOU'VE, YOU'VE MET ALL YOUR 9.4 REQUIREMENTS, AND, UM, THERE ARE, UH, NO OTHER STUDY OR NO OTHER LOADS NEARBY THAT MEET THE INTERCONNECTION AGREEMENT REQUIREMENTS THAT WERE NOT ALREADY INCLUDED IN YOUR STUDY, THEN ERCOT FEELS COMFORTABLE SAYING, YEAH, WE, WE LOOK AT THAT, YOUR STUDY AND YOUR STUDY IS VALID. 
          UH, HOWEVER, IF YOU'VE GONE THROUGH 9.4, YOU, YOU'VE DONE ALL YOUR STUDIES, E EVEN IF WE HAVE SAID THAT WE'VE APPROVED THOSE STUDIES, IF ANOTHER LARGE LOAD HAS COME AND THEY HAVE MET THEIR AGREE, THEIR INTERCONNECTION AGREEMENT REQUIREMENTS, UH, AND THAT THAT LOAD WAS NOT INCLUDED IN YOUR STUDY, WE NO LONGER KNOW IF WE CAN RELIABLY SERVE BOTH YOUR LOAD AND ANOTHER LOAD. 
          UH, AND, AND SO AT THAT POINT, WE WOULD SAY THIS IS, WE DON'T HAVE A VALID STUDY THAT WE CAN ATTEST THAT, THAT WE KNOW THAT WE CAN RELIABLY SERVE THESE LOADS. 
          UH, AND SO THAT THAT LOAD, WE WOULD SAY, NO, WE, WE DO NOT HAVE A VALID STUDY ON THAT. 
          SO THAT, THAT'S SORT OF THE, THE PRINCIPLE THAT WE'RE THINKING OF THAT THERE'S, AGAIN, THERE'S A, UM, UH, THERE'S A WHOLE LIST OF COMBINATIONS OF, OF HOW THAT COULD WORK. 
          AND SO WE'RE STILL WORKING THROUGH THOSE DETAILS. 
          UM, AND, AND SO WE WILL, UH, PUT THAT METHODOLOGY IN THE, UM, IN THE REVISION REQUEST IN THE PICKER. 
          OKAY. 
          SO THAT'S, THAT IS, I HAVE COMPLETE AND VALID INTERCONNECTION STUDIES. 
          UM, HEY, JEFF, FRED FINISHED HIS HOMEWORK ON THE YEAH, FRED, PLEASE. 
          IT'S FOR ALL LARGE LOAD, SO ALL, ALL LARGE LOADS. 
          OKAY. 
          SO ALL, ALL LARGE LOADS, WE NEED THE, UM, THE MODEL WITH SUPPORTING DOCUMENTATION DWG LARGE LOAD SURVEY. 
          OKAY. 
          SO THEN THE, UM, WE HAD A DIAMOND FOR, OKAY, IF YOUR STUDIES ARE NOT DONE, THEN ARE THEY AT LEAST PARTIALLY COMPLETE? AND THAT PARTIALLY COMPLETE IS IF THE TSP HAS SUBMITTED THAT, UH, YOUR STUDIES TO ERCOT, UM, STUDY STATE OR STABILITY, AND WE HAVE APPROVED THAT STUDY BY TBD DATE, THAT TBD DATE IS, UH, NOT A RETROACTIVE DATE. 
          THAT WILL BE A FUTURE DATE. 
          UH, BUT AGAIN, IT'S, IT'S LIKELY THAT'S GONNA BE SOMETIME LATE, LATE SPRING OR OR SUMMER FOR THAT. 
          AND, AND, AND I'LL TALK A LITTLE BIT MORE, UM, ACTUALLY, I, I THINK I'LL TALK RIGHT NOW ABOUT IT. 
          UH, SO, UM, YOU KNOW, I'VE MENTIONED A COUPLE OF TIMES THE, UM, THE, THE 58 41, ACTUALLY, BEFORE I DO THAT, I'M GOING GO OUT OF ORDER HERE A LITTLE BIT, UM, BECAUSE I THINK IT'S CLEANER. 
          SO, SO LET ME JUMP TO THE, UH, DEMONSTRATED DEVELOPMENT ACTIVITY. 
          AGAIN, THIS IS FROM FEEDBACK THAT WE HEARD IS, UM, UH, LOADS. 
          IF, IF THEY HAVE A NEAR TERM ENERGIZATION NEAR TERM 18 TO 24 MONTHS, THEN UM, THEY, THEY SHOULD BE ABLE TO DEMONSTRATE THAT THEY HAVE DEVELOPMENT ACTIVITY. 
          UH, AND, AND SO THE, THE KIND OF TWO, TWO WAYS WE'RE LOOKING AT IT, SO ONE IS, IS THE LOAD INCLUDED IN THE MAY 1ST, 2026 QSA? UM, AND, AND THE IDEA THERE IS THAT WE DON'T WANT TO GO BACK, UH, IF, IF WE'RE WE'RE LIKELY MAKING THIS DETERMINATION SOMETIME OVER THE SUMMER, DON'T WANNA GO BACK AND LOADS HAVE ALREADY MADE IT INTO THE QSA, DON'T WANNA GO BACK AND TELL THEM THAT, THAT YOU, YOU'RE, YOU'RE, UH, GOING TO HAVE TO GO THROUGH THE, UH, BATCH STUDY THAT THAT'S KIND OF AWKWARD. 
          AND, AND SO WE DECIDED WE'RE LOADS THAT MAKE IT INTO THE QSA, UM, THAT THOSE LOADS ARE GONNA BE, UH, WE'RE, WE'RE GONNA SAY THAT THAT IS DEMONSTRATED DEVELOPMENT ACTIVITY. 
          UM, I, I, UH, WE'VE ALREADY HAD SOME, UH, CLEVER, UH, PEOPLE WHO THINK THAT THEY CAN TRY TO GET IN TO THE QSA EVEN THOUGH THEY HAVEN'T MET OTHER REQUIREMENTS. 
          UH, SO WE ARE ONTO YOU ON THAT, I'LL JUST SAY. 
          AND SO DON'T THINK THAT YOU CAN KINDA SKIRT OTHER REQUIREMENTS AND TRY TO HURRY UP AND GET IN, UH, TO THE QSA. 
          UM, I'M SAYING THAT SOMEWHAT FACETIOUSLY, BUT NOT. 
          UH, SO THE, UM, UH, THE, THE SECOND THING IS, UM, UH, AND THIS WAS, I THINK SOME OF THE, THE FEEDBACK THAT WE HEARD WAS, UM, THAT THE, UH, IF A LOAD IS ENERGIZING SOON, THEN THEY OUGHT TO BE ABLE TO DEMONSTRATE BOTH THAT THEY HAVE DONE SOME SITE PREPARATION, UH, 
          [02:35:01]
IN CONSTRUCTION, AND THAT THEY HAVE PURCHASED ALL OF THEIR NECESSARY CUSTOMER OWNED, UH, HIGH VOLTAGE, UH, TRANSFORMERS AND CIRCUIT BREAKERS, UH, AND, AND, AND LOOKING FOR FEEDBACK ON THIS. 
          BUT, YOU KNOW, AGAIN, THIS IS, I THINK WHAT, WHAT WE HEARD FROM, UH, SOME OF THE COMMENTS. 
          UM, AND, AND SO THEY, UH, SO THE IDEA HERE IS THAT THE, UH, THE, UH, ILLE WILL BE ABLE TO PROVE TO THEIR DSP OR INTERCONNECTING TSP THAT THEY CAN, UH, MEET BOTH OF THESE REQUIREMENTS. 
          OKAY, LEMME LEMME GO BACK TO THE, THE 58 41. 
          SO, UM, SO THE, UM, WE'VE WRESTLED A BIT WITH, UH, WITH THE 58 41 AND, AND JUST THE, THE TIMING OF IT. 
          UM, YOU KNOW, AS, AS BARKSDALE MENTIONED, WE'RE WORKING VERY CLOSELY WITH STAFF AND, AND WE ARE TRYING TO BE, UH, ALIGNED WITH 58 41 BECAUSE ULTIMATELY THAT THAT'S GOING TO BE THE LAW OF THE LAND THAT, UH, THEN, UM, TIES BACK INTO THE LOAD FORECAST. 
          UH, AND SO WE WANT TO MAKE SURE THAT WE ARE PLANNING THE SYSTEM, UH, WE ARE STUDYING THESE LOADS, UH, WITH, WITH AN AN EYE TOWARDS WHAT IS ULTIMATELY GOING TO BE IN THE LOAD FORECAST, WHAT'S ULTIMATELY GONNA BE THE LAW FOR WHAT GOES INTO THE LOAD FORECAST. 
          UM, AND, AND, AND SO I, I THINK YOU KNOW THAT THAT'S, UM, ON THE 2026 RTP, UH, YOU KNOW, I GET A LOT OF QUESTIONS ABOUT THAT, AND I'VE REALLY BEEN THINKING THAT THAT'S SEPARATE BECAUSE THAT'S, THAT THERE'S A SPECIAL KIND OF RULE FOR, UH, WITHIN 58 4 80, THERE'S A SPECIAL SECTION THAT'S JUST ABOUT 2026 RTP, UM, AND CHRISTINA BARSDALE REEL ME IN IF I GO TOO FAR ON A LIMB HERE. 
          BUT, UM, YOU KNOW, I THINK WE HAVE BEEN THINKING ABOUT THAT DIFFERENT BECAUSE WHAT IS, UH, LOADS THAT ARE INCLUDED IN 2026 RTP MAY NOT MEET WHAT IS ULTIMATELY THE REQUIREMENTS IN 58 4 81. 
          UH, AND, AND AS WE LOOK AT THE TIMING THAT AG LAID OUT FOR WHEN THE REFINEMENT STUDY OCCURS, THAT THAT'S A 2027, UH, TRANSMISSION PLAN STUDY, IF YOU WILL, THAT WILL, UM, UH, YOU KNOW, ULTIMATELY 58 41 WILL BE DONE AT THAT TIME. 
          AND SO, SO WHAT I'M TRYING TO SAY IS THAT WE WANT TO MAKE SURE THAT WE ARE NOT, WE RECOMMENDING PROJECTS THAT WE'RE NOT LETTING, UH, LOADS INTO THE STUDY THAT ULTIMATELY WOULDN'T, WOULDN'T BE THERE WHEN WE GET TO 2027 AND ARE JUSTIFYING THESE PROJECTS, YOU KNOW, POTENTIALLY IN FRONT OF THE BOARD. 
          UH, SO, YOU KNOW, IN OTHER WORDS, I CAN'T GO, I CAN'T TAKE A TRANSMISSION PLAN, UH, TRANSMISSION PROJECT TO THE BOARD OF DIRECTORS IN 2027 BASED ON LOADS THAT DON'T MEET THE REQUIREMENTS TO GET INTO THE LOAD FORECAST IN, IN 2027. 
          SO THAT, THAT'S SORT OF THE GENERAL IDEA THERE. 
          UM, SO, YOU KNOW, SO AS, AS WE THINK ABOUT THAT, WE WANT TO TRY TO ALIGN THE BATCH ZERO PROCESS WITH, UM, WITH WHAT IS ULTIMATELY GOING TO BE THE LOADS THAT ARE GONNA BE INCLUDED IN LOAD FORECAST. 
          AND, AND SO THAT'S WHY WE'RE TRYING TO TIE THIS TO 58 4 81 AND, AND THOSE GATING REQUIREMENTS. 
          SO THERE, THERE'S, THERE'S THEN KIND OF TWO OPTIONS TO IMPLEMENTATION PATHWAYS FOR HOW WE DO THIS PIGGER AND, AND HOW THAT TIES IN WITH 58 41. 
          SO THE, THE FIRST OPTION WOULD BE THAT WE TAKE THE, UH, WHAT IS IN THE, UH, DRAFT PFP, AND WE REPLICATE THAT IN THE PIGGER. 
          WE JUST TAKE, TAKE THE RULES THAT ARE IN THAT DRAFT PFB, AND WE JUST COPY THOSE AND PASTE THOSE INTO THE PICKER FOR GATING CRITERIA FOR BOTH, UH, THE INTER THE INTERMEDIATE AGREEMENT CRITERIA AND THE INTERCONNECTION AGREEMENT CRITERIA. 
          UM, THE, UM, AND, AND, AND THEN THE IDEA THERE IS THAT AS THAT, UH, THAT PFP CHANGES, SO, SO, UM, AS I UNDERSTAND IT, THE, UH, STAFF WILL BRING THAT BACK TO THE COMMISSIONERS AT THE MARCH 12TH OPEN MEETING, WHICH IS AFTER WE WILL POST THE PIGGER ON MARCH 4TH. 
          SO, SO THAT'S AFTER THAT COMMISSION MAY OR MAY NOT DECIDE IT'S AT THEIR DISCRETION THAT THEY MAY DECIDE THAT, THAT THEY WANT TO, UH, PUBLISH THAT. 
          UM, IF THAT HAPPENS AND THAT THE LANGUAGE IS DIFFERENT FROM WHAT WAS, UH, STAFF PUBLISHED ON OR POSTED, UH, ON, UM, FEBRUARY 13TH, APOLOGIZE, UH, STAFF, IF I GET THAT WRONG, THAT THAT LANGUAGE THERE. 
          UH, BUT, UH, BUT THE IDEA IS IF, IF AT SOME POINT, UH, THAT THAT LANGUAGE CHANGES IN THE PFP, UH, WE WILL GO BACK AND WE WILL UPDATE THE PIGGER TO MATCH, MATCH THAT. 
          UM, HOWEVER 
          [02:40:01]
THE TIMING IS SUCH THAT WE DON'T EXPECT THAT 58 41, I THINK IF, IF YOU LOOK AT THE CURRENT TIMELINE, UH, YOU KNOW, IT'S, IT'S LIKELY THAT THAT'S 58 41 IS NOT DONE UNTIL, I DUNNO, AUGUST OR SEPTEMBER. 
          I DON'T REMEMBER THE DATE OFF THE TOP OF MY HEAD. 
          UH, BUT IF, IF IT'S NOT DONE UNTIL THAT TIME PERIOD, UH, THEN THAT MEANS THAT WE WILL TAKE SOMETHING TO THE BOARD OF DIRECTORS IN JUNE, THE BIGGER IN JUNE, THAT HAS SOMETHING THAT COULD ULTIMATELY BE DIFFERENT FROM WHAT IS ADOPTED IN, UH, 58 41 LATER ON IN THE YEAR. 
          UM, BUT IF WE DO THAT, THAT WOULD ENABLE US TO START BATCH ZERO, CALL IT THIS SUMMER, UH, WE WOULD BE ABLE TO, YOU KNOW, GET THE BOARD OF DIRECTOR, UH, APPROVAL OF THE PIGGER OR ENDORSEMENT OF THE PIGGER IN JUNE. 
          UH, SOMETIME AFTER THAT, UH, THE, UH, COMMISSION WOULD APPROVE IT, AND THEN WE'D BE ABLE TO IMMEDIATELY START ON BATCH ZERO. 
          UH, SO THAT'S SORT OF OPTION ONE. 
          UH, AND SO WHAT THAT MEANS IS ON THE OPTION ONE PATH IS WE GET THAT EARLIER START TO BATCH ZERO. 
          UM, BUT THERE IS A RISK THAT THE, THE FINAL RULE COULD BE DIFFERENT FROM WHAT WE HAVE PUT INTO THE PLANNING GUIDE. 
          UH, SO THAT IS OPTION ONE. 
          UH, THERE IS ANOTHER OPTION IS THAT WE TIE THE LANGUAGE IN THE PLANNING GUIDE TO, UH, ULTIMATELY WHAT 58 41 SAYS, UH, WHICH MEANS THAT THE, THE PLANNING GUIDE CANNOT GO INTO EFFECT UNTIL 58 41 RULE IS COMPLETE, WHICH MAY NOT BE COMPLETE UNTIL THIS FALL. 
          AND THEN THERE NEEDS TO BE PROBABLY SOME TIME AFTER THIS, AFTER IT IS, UM, UH, ADOPTED THAT, YOU KNOW, WE WOULD ALLOW SOME TIME FOR, UH, YOU KNOW, LOADS WE GET, WE GOTTA GATHER INFORMATION FROM THE TSPS AND DSPS AND, AND SO WE WOULD NEED SOME TIME TO ALLOW THE, UH, THE LOADS TO BE ABLE TO MEET THOSE REQUIREMENTS, UH, AND, AND GATHER THAT INFORMATION. 
          AND, AND SO THAT IF, IF WE DO THAT, THAT MEANS THAT THE BATCH ZERO WOULD BE ALIGNED WITH THAT, THAT FINAL PVC RULE. 
          UH, BUT THAT WOULD OBVIOUSLY DELAY THE START OF BATCH ZERO UNTIL THE FALL. 
          UM, SO THOSE ARE KIND OF THE OPTIONS AS WE'VE SEEN THEM. 
          UM, I, I THINK THERE IS A, A THIRD OPTION THAT WE ARE NOT CONSIDERING, UH, IS THAT WE WOULD MAKE UP OUR OWN, UH, CRITERIA, UH, FOR INTERMEDIATE AND INTERCONNECTION AGREEMENT. 
          BUT, UM, YOU KNOW, I THINK THAT, THAT, THAT DOESN'T MAKE SENSE, UH, TO US. 
          IT'S, YOU KNOW, WE, WE'VE GOTTA BE CLO AS CLOSELY ALIGNED WITH, UH, THE, THE COMMISSION HERE IN 58 41 AS POSSIBLE. 
          UM, SO, UH, SO THE, THOSE ARE THE OPTIONS AS WE SEE IT. 
          UH, I THINK THAT, UH, WHERE WE ARE LEANING RIGHT NOW IS WITH OPTION ONE, UH, THAT WE WOULD, UM, UH, WE WOULD REPLICATE THAT, UH, WHAT, WHATEVER'S THAT DRAFT PPP LANGUAGE OF, IF YOU LOOK AT THE FEBRUARY 13TH LANGUAGE, THAT WOULD BE, UH, ESSENTIALLY WHAT YOU WOULD SEE IN THE MARCH 4TH REVISION REQUEST. 
          UH, BUT UNDERSTANDING IF THAT CHANGES AT SOME POINT, UH, BETWEEN NOW AND JUNE, THEN WE WOULD UPDATE THAT LANGUAGE. 
          WE WOULD FILE COMMENTS AND UPDATE THAT LANGUAGE TO CHANGE THAT. 
          UM, OKAY. 
          I THINK, UM, MATT, DO YOU WANNA TAKE A LUNCH BREAK NOW OR NO, NO, NO. 
          WE'RE GONNA DO A COUPLE QUESTIONS. 
          OKAY. 
          I KNOW YOU PROBABLY DO TELL YOU WHAT THOUGH. 
          IT IS A HARD STOP AT 1230, ESPECIALLY FOR JEFF. 
          SO WE WILL STOP THE QUESTION. 
          SO HERE'S THE THING HERE. 
          SO THERE'S 25 PEOPLE IN THE QUEUE. 
          WE'RE GONNA ANSWER AS MANY QUESTIONS AS WE CAN. 
          THEN WE'RE GONNA CLIP AND SNIP ALL THOSE QUESTIONS INTO LATER IN THE DAY, AND THAT'S HOW WE'LL RESUME THE QUEUE AFTER THE LAUNCH AND BRING YOUR OWN GENERATION DISCUSSION. 
          SO, YEAH. 
          AND, AND MATT, YEAH, AND, AND, UM, MATT HAS BEEN GRACIOUS, UM, IT, IT'S ACTUALLY MY, MY HEART STOP AT, AT 1230. 
          SO I, I HAVE A PRIOR COMMITMENT YEP. 
          UH, THAT I WAS NOT ABLE TO GET OUT OF. 
          UM, AND SO IF YOU SEE ME RUN OUT OF HERE, YEAH, DON'T CALL. 
          I'M NOT TRYING TO BE RUDE AND AVOID QUESTIONS. 
          UM, YOU KNOW, BUT I, I DO HAVE A, UH, A COMMITMENT THAT I NEED TO GET TO. 
          UH, BUT I, I WILL BE BACK LATER. 
          THE RUNNING IS JUST COINCIDENTAL. 
          ALRIGHT, SO FIRST QUESTION, UH, ERIC GOFF, GO AHEAD. 
          UM, THIS IS NOT MY QUESTION, BUT JEFF, DID YOU SAY HEART STOP OR HARD STOP? I KNOW I HEART STOP. 
           MIGHT BE BOTH. 
          UH OH, . 
          OKAY. 
          UM, SO, UM, I'M ABOUT TO SPEAK ON BEHALF OF, UM, UM, AS A REPRESENTATIVE OF THE TEXAS ENERGY BUYERS ALLIANCE. 
          UM, TBA, UM, INCLUDES, UM, SOME OF THE, THE LARGEST EMPLOYERS AND ENERGY USERS IN THE STATE. 
          UM, AND THIS IS THE PERSPECTIVE OF, UM, LET'S SAY UNIFIED PERSPECTIVE OF THREE OF OUR LARGEST HYPERSCALER MEMBERS ABOUT THE BATCH PROCESS. 
          SO I THINK IT'S NOTABLE, AND WE'VE TAKEN A LOT OF TIME OVER THE LAST WEEK TO TRY TO GET TO THIS PERSPECTIVE. 
          I'M NOT GONNA MENTION NAMES, BUT OUR MEMBERS ARE ON OUR WEBSITE IF YOU WANNA TAKE A LOOK AND MAKE 
          [02:45:01]
SOME GOOD GUESSES POTENTIALLY. 
          BUT WE'RE JUST GONNA, UM, SPEAK KIND OF GENERICALLY. 
          SO, UM, ON BAT ZERO, UM, WE THINK THAT ENABLING EXISTING RPG PROJECTS IS THE WAY TO MOVE FORWARD WITH THIS BECAUSE THOSE ARE TRANSMISSION PLANS THAT ARE ALREADY IN FLIGHT. 
          AND AS WE AND OTHERS HAVE EMPHASIZED, WE REALLY THINK THAT THE BATCH PROCESS SHOULD BE ABOUT ENABLING, UM, TRANSMISSION PLANNING. 
          UM, SO IN ORDER TO ENABLE THAT TRANSMISSION PLAN FOR LOADS WHOSE INTERNATION IS CONTINGENT ON AN EXISTING APPLICABLE RPG PROJECT, UM, OR RTP PROJECT, UM, WE WANT TO, YOU KNOW, NOTE THE OBVIOUS THING THAT RPG AND RTP ARE TRANSMISSION PLANS. 
          SO BATCH ZERO SHOULD START WITH THOSE TRANSMISSION PLANS THAT ARE ALREADY IN FLIGHT, UM, FOR PROJECTS THAT THE TSP SUSPECTS MIGHT NOT NEED SIGNIFICANT TRANSMISSION BASED ON ERCOT APPROVED STEADY STATE STUDIES, AND I'VE MET ALL OTHER CRITERIA, THE TSP MIGHT ALSO IDENTIFY OTHER SITES AND, AND BE ABLE TO, YOU KNOW, TELL ERCOT WHY THEY THINK THEY SHOULD BE ADDED TO THIS BATCH AS WELL. 
          UM, IN TERMS OF THE CRITERIA, UM, THE CONSENSUS AMONG THESE THREE HYPERSCALER COMPANIES IS THAT, UM, THE LOADS THAT CAN BE SERVED BY RPG AND RPT PROJECTS THAT HAVE ALREADY BEEN FILED, THIS EXPRESSLY INCLUDES ALL THE PERMIAN LOADS. 
          UM, TBA CAN SUPPORT THAT THESE RPG AND RTB PROJECTS MUST ALSO MEET THE FORTHCOMING, UM, REQUIREMENTS FROM 5 8 4 8 1, UM, WHATEVER THOSE END UP BEING FOR SITE CONTROL AND FINANCIAL COMMITMENT REQUIREMENTS. 
          UM, AND WE URGE THAT THE INCLUSION OF LOADS, UM, WITH SITES THAT DO NOT NEED TRANSMISSION UPGRADES, INCLUDING THOSE WITH CO-LOCATED GENERATION. 
          UM, WE HAVE THOUGHTS ABOUT BATCH ONE THAT ARE LOGICALLY TIED TO THIS. 
          SO I KNOW THIS IS BATCH STUDIO, I'M GONNA JUST BRIEFLY TOUCH ON BATCH ONE. 
          UM, 'CAUSE I THINK IT, IT CAN BE HELPFUL IN UNDERSTANDING THE APPROACH. 
          SO, UM, IN TERMS OF BATCH ONE, UM, WE THINK THIS SHOULD BE ABOUT BUILDING A TRANSMISSION PLAN FOR APPROVED LOADS. 
          UM, AND WE STRONGLY URGE THAT THERE BE DELIBERATE ATTENTION PAID BY THE PUC AND ERCOT TO ADDRESS HOW TO INCLUDE LOADS WITH EARLY QUEUE POSITIONS, OR HAVE, IF NOT A QUEUE POSITION HAVE BEEN SUBMITTED FOR A WHILE, RIGHT? IT HAD BEEN IN FLIGHT FOR A WHILE. 
          THAT SHOULD QUALIFY FOR EARLY BATCHES AND CAN DEMONSTRATE SITE CONTROL AND MEETING THE FINANCIAL REQUIREMENTS FROM THE COMMISSION'S RULE. 
          UM, AND, UM, ARE WITH TSPS THAT HAVE NOT SUBMITTED ANY STUDIES TO ERCOT IN SOME CASES, UM, WE ENCOURAGE THAT THERE BE A PATHWAY TO INCLUDE LOADS WHOSE TSP SUBMITS THOSE STUDIES IN A NEAR TERM WINDOW OR LOADS THAT CAN QUALIFY DIRECTLY BASED ON SITE CONTROL AND FINANCIAL COMMITMENT. 
          SO WHAT DOES THAT MEAN? WHAT LOADS WHOSE TSPS HAVE SUBMITTED STUDIES, UH, WITHIN A SPECIFIC WINDOW THAT WE HAVE TO DETERMINE MUST MEET AN INCREASINGLY NON-REFUNDABLE COLLATERAL REQUIREMENT? UM, SO AT SOME POINT IN ORDER TO MOVE FORWARD THE TRANSMISSION PLAN, IT MAKES SENSE FOR SOMETHING TO BE NON-REFUNDABLE, ALTHOUGH IT MIGHT INITIATE AS A REFUNDABLE OBLIGATION. 
          AND WE'RE HAPPY TO TALK THAT THROUGH. 
          UM, FOR BATCH ONE, UM, THESE THREE HYPERSCALERS THINK THAT THO THE FINANCIAL REQUIREMENT FOR THAT BATCH, UM, COULD BE HIGH AND THEY ARE OPEN TO THE A HUNDRED THOUSAND DOLLARS, UM, PER MEGAWATT FEE. 
          UM, BUT ENCOURAGE THERE TO BE A CONSIDERATION OF AN OVERALL CAP FOR THE COST FOR ONE SITE. 
          LIKE ONCE YOU'VE GOTTEN TO A VERY BIG NUMBER, IT'S A VERY BIG NUMBER. 
          UM, AND THEN, UM, IF THE TSP HAS NOT SUBMITTED PRELIMINARY STUDIES, BUT THE LOAD CAN DEMONSTRATE, UM, YOU KNOW, WHAT I THINK YOU REFERRED TO AS COMMERCIAL ACTIVITY, JEFF, OR YOU KNOW, YOU KNOW, DEVELOPMENT ACTIVITY, UH, WE THINK THAT COULD ALSO BE A CRITERIA. 
          UM, SO WE LOOK AT THAT AS ALL THE NECESSARY CONTRACTS TO DEVELOP A SITE. 
          SO THAT'S NOT A PPA, BUT IT'S LIKE THE CONSTRUCTION OF THE SITE ITSELF, UM, HAS POSSESSION OF THE MATERIAL THAT NEEDED TO DEVELOP THE SITE, UM, AND PLANS TO ACTUALLY CONSTRUCT THE DATA CENTER. 
          UM, IN OTHER WORDS, THIS CRITERIA SHOULD IDENTIFY THAT THERE ARE NO ADDITIONAL STEPS NECESSARY TO ARRANGE FOR CONSTRUCTION WITH THE ULTIMATE END USE CUSTOMER, AND THAT THE SITE, 
          [02:50:01]
YOU KNOW, CAN PROCEED WITHOUT ANY ADDITIONAL PERMISSIONS OR QUALIFICATIONS. 
          SO WE HAVE ADDITIONAL THOUGHTS AND WE'RE HAPPY TO SUBMIT THIS, YOU KNOW, IN A WRITTEN FORM TO Y'ALL. 
          BUT, UM, WE, WE THINK THAT THIS KIND OF TRANSMISSION FIRST APPROACH, UM, IS USEFUL FOR BATCH ZERO. 
          UM, GIVEN THE PHILOSOPHY THAT BATCH ZERO IS LIKE KIND OF PICKING UP IN FLIGHT PROJECTS AND WE, WE WANT TO EMPHASIZE TRANSMISSION PLANNING AND, UM, YOU KNOW, AS I STATED, UM, TO THE EXTENT THAT A PROJECT DOESN'T NEED TRANSMISSION PLANNING, IT SHOULDN'T BE, YOU KNOW, UH, DISADVANTAGED IN A PR PROCESS THAT'S FOCUSED ON TRANSMISSION PLANNING. 
          IF IT DOESN'T NEED TRANSMISSION PLANNING, THEN THAT'S A, A BENEFIT TO THAT SITE. 
          UM, SO, UH, WE'LL SUBMIT THESE TO Y'ALL O OVER EMAIL, BUT JUST WANTED TO SHARE, YOU KNOW, THIS PERSPECTIVE THAT'S A LITTLE BIT DIFFERENT THAN THE ONE YOU PRESENTED, BUT, BUT HOPEFULLY, UH, IT'S LOGICAL. 
          THANKS. 
          ALRIGHT, THANK YOU ERIC. 
          ALL RIGHT, NEXT, UH, BROTH. 
          HEY, THANK YOU JEFF. 
          UH, THIS SLIDE, THAT, UH, NUMBER FIVE, IS THAT A COMBINATION OF, UH, 9.5 PLUS WHATEVER IS BEING DECIDED AT 5 8 4 8 1? NO, I THINK OUR, OUR, UM, THINKING HERE IS THAT THIS IS JUST 5 8 4 8 1. 
          SO IT'S THE SITE CONTROL, THE FINANCIAL COMMITMENT E EVERYTHING THAT'S IN 5 8 4 1 IS WILL SUPERSEDE NINE FIVE. 
          OH, SO YOU'RE NO LONGER GOING TO BE USING 9.5 AS A ENTRY INTO BAT ZERO? UH, CORRECT. 
          YEAH. 
          AM I MISSING SOMETHING? FIVE ? UM, YEAH, YEAH, EVAN'S SAYING THAT WE ALSO NEED THE DYNAMIC MODELS, BUT I THINK, I THINK THAT WAS IN FOUR, THAT'S IN THAT, DO YOU HAVE YOUR STUDIES COMPLETE? SO IF I HAVE MY STUDIES COMPLETE STEADY STATE APPROVED, STABILITY APPROVED, AND THEN IF I HAVE THE, THE LATEST DWG SURVEY SUBMITTED, THEN THAT'S NUMBER FOUR, RIGHT? YEAH. 
          AND, AND THERE IS NOTHING THAT HAS CHANGED THAT YEAH, WE WOULD SAY WOULD INVALIDATE THAT STUDY, BUT THE INVALIDATION WOULD COME INDIRECTLY FROM 9.5 RIGHT NOW, RIGHT? I, I THINK IT IS. 
          I THINK OUR, OUR VIEW IS THAT, UM, AND A A YOU CORRECT ME IF I'M NOT THINKING ABOUT THIS CORRECTLY, BUT I I THINK IT IS, IT, IT IS REALLY 5 8 4 8 1 INTERCONNECTION AGREEMENT CRITERIA. 
          I WAS DISTRACTING. 
          I'M SORRY, CAN YOU RE I'M SORRY. 
          UH, COULD YOU REPEAT THE, YEAH, SO I THINK THE, THE QUESTION IS, UM, FOR NINE FOUR STUDIES TO BE INVALIDATED BECAUSE MAYBE ANOTHER LARGE LOAD COMES IN. 
          WHAT, WHAT IS THE COMMITMENT CRITERIA? IS IT NINE FIVE OR IS IT 5 8 4 8 1? I THINK IT'S 5 8 4 8 1 IN CONNECTION AGREEMENT. 
          YEAH. 
          I, I THINK, UH, IT WITH, WITH THE GUIDANCE AND WHAT YOU PRESENTED, YEAH, THE, THE EVALUATION WILL BE MADE, UH, BASED AGAINST THE COMMITMENT CRITERIA FOR THE BATCH UNDER THE CURRENT PROCESS. 
          UH, 9.5, UH, WOULD BE THE CRITERIA THAT WOULD CHANGE THINGS. 
          SO THAT, THAT'S KIND OF WHERE I WAS GOING. 
          SO TODAY, 9.5 IS USED FOR FIRM, RIGHT? TO FIRM IT UP. 
          NOW WILL THAT CARRY OVER TO WHENEVER 5 8 4 4 8 1 BECOMES THE RULING AND THEN WE ADD THAT ON TOP OF THIS 9.5? DID I, I, I, I THINK BECAUSE TODAY, YEAH, AND, AND, UM, I, I SHOULD THROW OUT SOME DISCLAIMERS THAT, THAT WE'RE, WE'RE STILL THINKING ABOUT THIS, BUT, UH, I'LL SAY WHAT, WHAT JEFF THINKS RIGHT NOW IS THAT 5 8 4 8 1 WILL OVERRIDE NINE FIVE, BUT THEN YOU'LL NOT HAVE A SET OF LOADS UNTIL THEN, RIGHT? I MEAN, SO LET'S SAY A LOAD GOT STUDIES APPROVED AND THEY'RE WORKING ON 9.5, FIRMING IT UP. 
          NOW YOU'RE SAYING, OH, DON'T WORRY ABOUT 9.5 BECAUSE WE HAVE ANOTHER CRITERIA AFTER JUNE. 
          SO NOW THE LOADS MAY RISK BEING STEADIED FOR THE NEXT FOUR MONTHS WHERE THEY'RE ACTUALLY SIGNING INTO CONNECTION AGREEMENTS RIGHT NOW AND TO SATISFY 9.5. 
          YEAH, I I THINK THEY'RE, UM, IF YOU'RE ASKING IS THERE A RISK THAT SOMEBODY MEETS NINE FIVE YEAH, BUT THEN THEY DON'T MEET MAY, MAYBE, NO, THEY DON'T MEET THE SITE CONTROL IN IN 5 8 4 8 1, OR THEY DON'T MEET THE, MAYBE THAT'S NOT WHAT I'M SAYING. 
          OKAY. 
          I'M SAYING I MEET 9.5 TODAY. 
          YEP. 
          RIGHT. 
          SO I, AND THEN I CAN GO AND MEET, UH, NUMBER FIVE, THE 
          [02:55:02]
5 8 4 8 1 AS WELL. 
          RIGHT? BUT IF YOU'RE TELLING ME THAT I MEET 9.5, BUT IT REALLY DOESN'T MATTER BECAUSE YOU, I RUN THE RISK OF BEING RESTUDIED FOR THE NEXT FOUR MONTHS UNTIL 5, 8, 4, 8 1 IS IN PROGRESS. 
          THAT'S NOT IDEAL, RIGHT? YEAH. 
          AND, AND SO JUST TO CLARIFY, UNDER THE CURRENT PROCESS, WHICH REMAINS IN EFFECT 9.5, UH, WILL EFFECTIVELY LOCK THE STUDY. 
          YEAH. 
          AND THAT HAS NOT CHANGED. 
          I, I THINK WHAT JEFF IS, IS GETTING AT IS THAT THERE MAY BE A POTENTIALLY HIGHER BAR FOR GETTING INTO BATCH ZERO. 
          FAIR ENOUGH. 
          THEY'RE STILL BEING WORKED OUT, BUT THAT DOES NOT IMPACT THE CURRENT, UH, CURRENT PROCESS. 
          AND I THINK TO JEFF'S POINT, WE'RE WE'RE STILL DISCUSSING THE NUANCES HERE. 
          I THINK THERE WILL BE A CLEARER PICTURE OF THIS WHEN WE HAVE FILED THE, THE PIG NEXT WEEK. 
          FAIR ENOUGH. 
          YEAH. 
          I MEAN, I SEE THIS AS 9.5 PLUS FULL COMMITMENT CRITERIA TO GET INTO BATCH LOAD AS BASE LOAD, BUT WE CAN DISCUSS WITH, YOU KNOW, AND THE SECOND PIECE IS THAT SECOND COLUMN WHERE YOU SAY, WILL THE LOAD BE OPERATIONAL BY END OF 27? AND IF IT'S NO, THAT MEANS, FOR EXAMPLE, IF IT'S Q4 2028 AND IF IT MEETS THOSE TOP TWO, IT'LL STILL BE A BASE LOAD IN BAD ZERO. 
          IS THAT ACCURATE? YES. 
          OKAY. 
          OKAY. 
          THANK YOU. 
          ALL RIGHT. 
          SO JEFF, WE'RE AT 1227. 
          LEMME TURN YOU LOOSE. 
          WE'LL SEE YOU AT TWO 30. 
          UH, FOR THE REST OF YOU IN THE ROOM, WHAT WE'RE GONNA DO IS, SO THE RIGHT NOW WITH THE Q SHOWS IS FROM VJ DOWN TO BROCK, PETERSON IS ABOUT 24 QUESTIONS. 
          WE'RE GONNA PUT THAT ON THE CLIPBOARD AND WE'RE GONNA SET THAT ASIDE AND WE WON'T LOSE THE CLIPBOARD 'CAUSE COREY'S AWESOME. 
          UM, AND THEN WHAT WE'RE GONNA, UH, WHEN WE COME BACK, SO THERE'S A ADMIN ERROR ON MY PART. 
          UH, INFINIUM DID REACH OUT A WEEK AGO AND SAY, CAN THEY HAVE TIME? SO THERE WAS, SO DURING THE MORNING WE DID POST THEIR SLIDES. 
          THAT'LL ALSO FEED INTO THAT ONE 30 TO TWO 30, BRING YOUR OWN GEN CLR DISCUSSION WINDOW AT THE END OF THAT WINDOW AT THE END OF THE HOUR. 
          SO THE IDEA IS THE PRESENTERS EACH GET 15 MINUTES ERCOT, SO THAT'S 45 MINUTES PLUS SOME ERCOT THOUGHTS, AND THEN WE SNAP RIGHT BACK TO WHERE WE LEFT OFF HERE. 
          UM, AND THAT'S THE PLAN RIGHT NOW. 
          UH, ALSO KEEP IN MIND, UH, SOME QUESTIONS HAVE BEEN ASKED ABOUT WHAT COMES NEXT. 
          THE, THE FILING OF THE NPR AND HIGER NEXT WEEK WILL ALLOW COMMENTS TO START TO BE FILED. 
          SO THAT WILL BE SOME REFERENCE FOR FEEDBACK AND RECORD KEEPING. 
          UH, AND THEN THE OTHER PART IS WE WILL TALK ABOUT A SURVEY BEING RELEASED TODAY. 
          AND OUR THOUGHT IS THAT, OR LATER THIS WEEK, WOULD BE RESPONDING AROUND WEDNESDAY OF NEXT WEEK, JUST IN, YOU KNOW, FOR TIME FOR THE NEXT ONE. 
          SO ANYWAYS, AT THIS POINT WE'LL STAND ADJOURNED FOR LUNCH. 
          SO 12 31 30 AND WE'LL COME BACK, UM, ON THE BRING YOU AND JEN STUFF. 
          ALRIGHT, THANK YOU. 
          ALRIGHT, WELL, AS WE'RE GETTING SETTLED IN, SO I'M GONNA REMIND YOU OF WHAT WE'RE DOING. 
          IT'S A, UM, ONE 30 TO TWO 30 TIME BLOCK. 
          UH, IT SOUNDS LIKE WHAT WE'RE GONNA DO IS WE'RE GONNA LET AG RUN THROUGH THE NEXT THREE SLIDES OF THE PRESENTATION. 
          UH, AT THAT POINT WE'RE GONNA PIVOT OVER AND, UM, IT SOUNDS LIKE, SO AUSSI, UH, WAS WANTING TO BE A PART OF THIS. 
          SO AUSSI AND SAM ARE SWITCHING ORDERS. 
          SO AHI WILL GO FIRST, THEN WE'LL HAVE SAM, AND THEN, UH, WE'LL HAVE THE INFINIUM, UM, PRESENTATION ALSO. 
          SO AGAIN, THE TWO PRESENTATIONS ARE POSTED NOW ON THE MEETING PAGE. 
          AND THEN FOR A, UM, AHI IS A PC FILING LINK. 
          SO 
          [6. Initial Discussion of CLR (30 minutes)]
LET ME GIVE IT TO AG HERE FOR A COUPLE MINUTES, THEN WE'LL ROLL. 
          OKAY, THANKS MATT. 
          YEAH, AG SPRINGER WITH ERCOT. 
          UM, I'M GONNA TRY AND KEEP MINE SHORT SO WE CAN HEAR THE OTHER PRESENTATIONS AND MAYBE LEAVE SOME ROOM FOR, UH, QUESTIONS. 
          UM, SO I'VE GOT THREE SLIDES. 
          YOU WILL NOTICE THEY'RE VERY SIMILAR TO OUR SLIDES FROM THE LAST WORKSHOP ON THESE TWO TOPICS. 
          UH, THAT IS NOT A REFLECTION OF DUG IN THINKING OR, UH, UNWILLINGNESS TO HEAR IDEAS. 
          IT'S A REFLECTION OF WE HAVE BEEN LASER FOCUSED ON DEVELOPING THE BATCH ZERO BASE REVISION REQUEST. 
          UM, AND WE REALLY HAVEN'T HAD MUCH TIME FOR DEVELOPMENT ON THESE TOPICS. 
          UH, BUT WE STILL, UH, YOU KNOW, CONTINUE TO MAINTAIN THESE AS PRIORITIES TO TRY AND GET THEM, UH, ALONG WITH THE BASE REVISION REQUEST TO JUNE BOARD IF THAT'S POSSIBLE. 
          UM, SO I'M JUST GONNA KIND OF RESTATE OUR THINKING ON THIS CURRENTLY AND THEN WE'LL, WE'LL TURN IT OVER TO THE OTHER PRESENTERS. 
          UM, SO AS A REMINDER, AS WE STATED IN THE LAST WORKSHOP, WE'RE THINKING ABOUT CLR 
          [03:00:01]
AND BYOG BRING YOUR OWN GENERATION AS SEPARATE ISSUES. 
          THEY'RE GONNA REQUIRE SEPARATE SETS OF, UH, REVISION REQUESTS AND, AND STANDARDS AROUND THOSE. 
          UM, SO STARTING WITH CLR, UH, IT'S, YOU KNOW, EXISTING RESOURCE TYPE, UH, WE AGREE THAT THE FLEXIBILITY, UH, THAT THEY OFFER CAN BE BENEFICIAL TO RELIABILITY AND WE, UH, WANT TO LOOK FOR A WAY TO ACCOUNT FOR THAT IN PLANNING. 
          UM, BUT AS WE SAID IN THE LAST WORKSHOP, WE BELIEVE THAT THERE ARE SOME ADDITIONAL THINGS THAT WILL NEED TO BE ADDED TO THE PROTOCOLS AND THE GUIDES IN ORDER TO FACILITATE THAT. 
          UM, SO THERE'S GONNA BE SOME ADDITIONAL RULES. 
          UH, WE NEED, UM, OFFER MITIGATION OR A SIMILAR CONCEPT TO ENSURE THAT C-L-L-C-L-L UH, CLR OFFERS, UM, DON'T RESULT IN CONSTRAINT VIOLATIONS ONCE WE GET TO REAL TIME OPERATIONS. 
          SO IF WE'RE ASSUMING THAT WE'RE GONNA BE ABLE TO RESOLVE CONSTRAINTS, UH, WITH ACL R, WE NEED TO ENSURE THAT IT ACTUALLY DOES GET DISPATCHED. 
          UM, THERE NEEDS TO BE A STRUCTURE FOR A BINDING COMMITMENT, UM, FOR THE CLR TO BE CLR AND THEN, UH, UH, POTENTIALLY WITH DEFINED EXIT CONDITIONS THAT WILL ALLOW THE CLR TO ELECT NOT TO BE A CLR ANYMORE AT THAT POINT. 
          UM, AND YOU KNOW, ONE THING THAT WASN'T IN OUR LAST SET OF SLIDES THAT I'LL NOTE IS THAT, UM, YOU KNOW, WE, WE DID HEAR SOME CHATTER, I SUSPECT WE'LL HEAR SOME MORE IN THE UPCOMING PRESENTATIONS ABOUT A CLR THAT IS COMPRISED OF A BATTERY PLUS A LOAD. 
          UM, THAT IS NOT SOMETHING THAT WAS CONTEMPLATED UNDER THE CURRENT PROTOCOLS OR NPR 1188. 
          AND SO, UM, WHILE, YOU KNOW, WE'RE CERTAINLY OPEN TO DISCUSSING THAT CONCEPT, THAT'S GONNA BE A MUCH HEAVIER LIFT THAN, UH, JUST ACCOUNTING FOR THE CURRENT RULES IN CLR IN A PLANNING STUDY. 
          UM, AND SO THAT MAKES IT MUCH, MUCH MORE DIFFICULT TO GET THAT TO BATCH ZERO. 
          UM, SO THAT, THAT IS, UH, JUST WANT TO MAKE THAT CLEAR AS WELL. 
          UM, YEAH. 
          AND THEN, YOU KNOW, IN TERMS OF HOW WE TREAT THIS IN PLANNING STUDIES, WE'RE, WE'RE LOOKING TO STUDY THE, WHATEVER THE MINIMUM LOAD AMOUNT AND THEN POTENTIALLY ALLOCATE THE REST AS ACL R. 
          UM, OUR THINKING ON THAT HAS, HAS NOT CHANGED. 
          UM, AND THEN ULTIMATELY PLANNING THE SYSTEM TO SERVE THE FULL LOAD. 
          UM, 
          [7. Initial Discussion of BYOG (30 minutes)]
BYOG, UH, I'M NOT GONNA GO THROUGH ALL THE EXAMPLES. 
          THESE ARE THE SAME ONES THAT WE HAD IN THE FEBRUARY 3RD WORKSHOP. 
          UM, I WILL EMPHASIZE AGAIN THAT THESE ARE NOT A COMPREHENSIVE LIST OF SCENARIOS. 
          UH, BUT YOU KNOW, THERE, THERE WOULD BE, UH, YOU KNOW, WE WANT THE CAPABILITY FOR A LOAD TO BE PARTIALLY SERVED BY ITS GENERATION, UM, IN TERMS OF A PORTION OF THE PEAK MEGAWATTS BEING SERVED. 
          UH, BUT AGAIN, WE STILL HAVE GOT TO, WE'RE GONNA NEED TO IDENTIFY WHAT WE REALLY MEAN BY THINGS LIKE NEVER CONSUME FROM THE GRID. 
          WHAT DOES THAT MEAN TECHNICALLY, UM, IN TERMS OF, UH, THINGS LIKE SPEED OF REVERSE POWER RELAYING OR OTHER FOLLOWING SCHEMES. 
          UM, AND THEN, UH, RULES TO ENSURE THAT THE LARGE LOAD REQUEST IS LINKED TO THE INRS THAT IT'S, UH, TRYING TO, UH, GET CREDIT FOR. 
          SO, UM, AGAIN, JUST, YOU KNOW, THIS IS NOT A REFLECTION OF, UH, OUR THINKING HAS DUG IN. 
          IT'S A REFLECTION OF THE, THESE ARE NOT THINGS WE'VE HAD TIME TO PROGRESS FURTHER SINCE THE LAST WORKSHOP. 
          UM, AND THEN, UH, FINALLY, UH, JUST A ONE COMMENT. 
          WE'RE STILL, UH, THINKING THAT LOADS THAT ARE CHOOSING TO ELECT TO LOCATE WITH EXISTING GENERATION WOULD LIKELY RECEIVE NO SPECIAL TREATMENT IN THE PLANNING STUDY. 
          UH, BUT THERE ARE EXISTING, UH, REQUIREMENTS, UH, FLOWING FROM SB SIX THAT WOULD STILL NEED, UH, TO BE OBSERVED AS WELL. 
          SO THOSE ARE MY THREE QUESTIONS BEFORE WE TURN IT OVER TO STAKEHOLDERS, UH, UH, ANY, UH, ANY, DON'T, DON'T ASK. 
          OKAY. 
          ALRIGHT. 
          THAT'S IT. 
          THANKS. 
          ALL RIGHT. 
          HE WAS ABOUT TO ASK IF THERE WERE ANY QUESTIONS. 
          UH, SO WE'RE , I KNOW THIS CROWD. 
          ALL RIGHT. 
          IT'S OUR THIRD TIME TOGETHER, WE'RE GETTING TO KNOW EACH OTHER. 
          UH, 
          [8. Discussion of post-meeting Survey questions (30 min)]
SO WHAT I WANT TO DO, SO, UH, AHI, IF YOU'RE READY, WHAT I'M GONNA DO IS BE ABLE TO SET, ESSENTIALLY, AGAIN, TO GET THROUGH THIS 15 MINUTES FOR EACH GROUP. 
          UH, WITHIN THAT 15 MINUTES THEY WANNA FIELD SOME QUESTIONS THEY CAN, BUT WE HAVE TO MOVE ON TO THE NEXT PERSON. 
          AND THEN WE'LL USE THE BALANCE OF TIME TO TALK ABOUT, AT THAT POINT, AGAIN, TWO 30, WE'LL PIVOT TO ALL THE OTHER TOPICS, AND THESE CAN COME BACK TO IT AT THE END OF THE MEETING IF WE'RE HERE AT FOUR 30 AND WANT TO KEEP TALKING. 
          BUT, UH, SO RUHI, ARE YOU STANDING BY IF I OPEN YOUR LINK? YES, I AM. 
          THANK YOU. 
          YOU'RE WELCOME. 
          LET ME PULL UP THE FILING AND YOU CAN TEE IT UP AND IT IS IN THE CHAT AS WELL FOR THOSE WHO WISH TO FIND IT THERE. 
          YEP. 
          ALL RIGHT, GO AHEAD. 
          OKAY. 
          GOOD AFTERNOON. 
          THANK YOU FOR THE TIME TODAY. 
          I WILL SPEND ABOUT FIVE MINUTES SUMMARIZING WHAT IS IN THIS FILING AND SAVE THE 10 MINUTES FOR 
          [03:05:01]
COMMENTARY, UH, PARTICULARLY FROM THE FOLKS WHO WILL BE PRESENTING LATER IN THIS SEGMENT, AND ALSO OTHERS WHOSE THOUGHTS HAVE HELPED INFORM THIS WHITE PAPER. 
          UM, THE CONTROLLABLE LOADS CONCEPT PAPER IS INTENDED TO BE RESPONSIVE TO ERCOT REQUESTS AT THE LAST WORK, UH, BACK STUDY WORKSHOP SO THAT WE CAN CONSOLIDATE WHAT'S OUT THERE ON OPERATIONALIZING THE SOLUTION, BE RESPONSIBLE TO THE SLIDE THAT ERCOT PRESENTED AT THE END OF THAT SESSION AND JUST NOW AS WELL REGARDING THE ELEMENTS OF CLR THAT WILL REQUIRE WHAT CAN BE SEEN AS ADDITIONAL RULES OR ADDITIONALITY AROUND BIGGER 1 3 4 AS PROPOSED. 
          AND, UM, SOME OTHER OPPORTUNITIES AND THOUGHTS THAT HAVE BEEN BROUGHT UP BY STAKEHOLDERS JUST IN THE PAST COUPLE WEEKS, PARTICULARLY AROUND TRYING TO ALIGN WHAT IS POSSIBLE FOR EFFECTUATING BOTH A CO-LOCATION OR A NON CO-LOCATED SCHEME THAT STILL HAS THE SAME COMPLIANCE FRAMEWORK TO GUARANTEE CONTRACTUALLY ENFORCED RELIABILITY UNDER A CLR OR A DEFAULT TO CLR SOLUTION. 
          SO WE'LL GET INTO BIG DETAILS AROUND THAT, BUT I'D LIKE TO SPEND A FEW MINUTES JUST GOING THROUGH THE SECTIONS AND TALKING ABOUT WHAT IS IN THEM. 
          UM, IN SECTION ONE, IT'S FRAMING THE OPPORTUNITY FOR LOAD GROWTH. 
          THIS IS WHERE WE ARE TRYING TO GIVE THE MARKET BASIC UNDERSTANDING OF WHAT'S HAPPENING TODAY AND WHAT WE'RE TRYING TO SOLVE FOR. 
          CURRENT MARKET RULES AND SC INFRASTRUCTURE ALLOW LARGE LOADS ALREADY TO UTILIZE PAIRED RESOURCES TO MATHEMATICALLY NEUTRALIZE THE CONSTRAINTS OF DELIVERY OF FIRM POWER. 
          THAT'S A OPERATION SOLUTION THAT WE EFFECTUATE ALREADY THROUGH QSC AND THE RELATIONSHIPS THAT WE CAN PRIVATELY MANAGE BETWEEN LOADS, GENERATORS, BATTERIES, AND ANYTHING ELSE. 
          HOWEVER, THE PURPOSE OF THIS EFFORT IS TO MAKE THAT SPEED TO POWER SOLUTION VIABLE IN PLANNING, AND ALSO BE ABLE TO WORK TOWARDS A FUTURE WHERE WE DO HAVE MORE LOADS IN SC THAT ARE ALSO SUPPORTING BILATERALLY EXECUTED CONTRACTS TO FIRM UP RELIABILITY IF LOAD IS PRIVATELY WEARING CURTAILMENT RISK. 
          WHEN A LOCAL CONSTRAINT BINDS, THAT CAPTURES THE WHOLE NOTION OF SOLVING FOR CONSTRAINTS WITH ANYTHING THAT YOU CONSIDER AS COLO AND IN OTHER RTOS IS REQUIRING SERIOUS ADMINISTRATIVE LITIGATION RULEMAKING, UH, ENDLESS CONCEPT PAPERS AND FRANKLY IS A LOT HARDER TO ACTUALLY EFFECTUATE BECAUSE THE CAPACITY MARKETS ARE FUNDAMENTALLY HIGHLY ADMINISTRATIVE IN NATURE. 
          THAT'S NOT WHAT WE HAVE IN ERCOT. 
          OUT OF SPEED TO POWER, PUTTING CREDIT INTO PLANNING WORKS ANYWHERE. 
          IT WILL WORK IN ERCOT FIRST, WHICH REALLY BEARS UPON US TO THINK OF THE OPPORTUNITY AS TRANSFORMATIVE FOR EVERYTHING WE'RE THINKING ABOUT SPEED TO POWER AND LOADS. 
          SECTION TWO, UM, SPEAKS TO SEAL R MECHANICS AND SYSTEM BENEFITS. 
          IN THAT SECTION, WE ARE REALLY TALKING ABOUT WHAT IS ALREADY IN PIGGER 1, 3 4. 
          AND WE'RE ALSO GOING TO END UP TALKING TODAY ABOUT HOW WE ARE GOING TO MOVE THAT REGIME THAT WAS PROPOSED, WHICH IS SIMPLY REGISTER THE LOAD IN SC, FOLLOW SC DISPATCH DOWN TO ZERO IF YOU'RE REQUIRED TO GO TO ZERO, UM, AND TALK ABOUT WHETHER OR NOT WE CAN COME TO A LEAST COMMON DENOMINATOR OR A MINIMUM VIABLE PRODUCT SET OF RULES FOR JUNE ONE THAT SIMPLY ALLOW ANY CONFIGURATION IN THE MARKETPLACE WHETHER OR NOT YOU DECIDE AS A LOAD TO CONTRACT WITH ONE, TWO, OR 20 GENERATORS TO DEFAULT YOU SEAMLESSLY WITH THIS TREATMENT TO BE A PRICE TAKING LOAD INSTEAD OF GOING TO A PLACE WHERE THERE'S UNBANKABLE UNDERSTANDING OF WHEN THAT LOAD MIGHT ACTUALLY TRIP. 
          SO WE HAVE A HIERARCHY THAT HAS DEVELOPED IN THE CONCEPT PAPER THROUGH MULTIPLE STAKEHOLDER CONVERSATIONS, WHICH HOPEFULLY CAN BE DISCUSSED NOT NECESSARILY TODAY IN 30 MINUTES, BUT IN THE SMALLER WORKSHOPS THAT I KNOW ARE INTENDED FOR US AS STAKEHOLDERS TO LEAD SO THAT WE CAN SOLVE FOR THE OPERATIONS MANAGEMENT, MITIGATION, AND ALSO THE HIERARCHY AROUND WHAT IS CONSTRAINING, WHAT IS ENABLING RELIEF OF A CONSTRAINT, AND WHAT THE ULTIMATE OBLIGATION OF THE LOAD IS. 
          ALL OF THAT IS VERY IMPORTANT AND WE'RE ALL TAKING THAT VERY SERIOUSLY TO SOLVE FOR IT. 
          UM, THE SECTION THREE INFINIUM IS GOING TO COVER THIS A LITTLE BIT IN THEIR PRESENTATION OR MAYBE A LOT BIT, WHICH IS PRIMARILY GOING INTO ERCOT CONCERNS AND REQUESTS THAT WE COME UP WITH TOPICS OR SOLUTIONS FOR A BINDING CONTRACT. 
          ONE THING I WANNA NOTE, NOTE IN THIS IS MY KIND OF PERSONAL CONTRIBUTION TO THINKING ABOUT THIS, THAT SIGNING A BINDING CONTRACT AROUND OPERATIONS AND ELECTRICAL CONFIGURATION AND OR PORTFOLIO MANAGEMENT WHEREVER THIS THING WINDS UP, MEANS ONGOING COMPLIANCE OBLIGATIONS ON THE PART OF THE RESOURCE THAT IS COMMITTING TO OPERATE THE WAY THEY ARE STUDIED BY ERCOT. 
          UM, IN ONE OF THE FOOTNOTES I HAVE MENTIONED THAT THERE IS AN ALREADY IN ERCOT PRACTICES, A WAY FOR RESOURCES TO ATTEST TO ONGOING COMPLIANCE TO THE EXACT SPECIFICS OF EITHER AN ELECTRICAL OR A RESOURCE TRAINING 
          [03:10:01]
CONFIGURATION THAT IS ESSENTIAL TO MAINTAINING A COMPLIANCE STATUS. 
          AND THAT IS THE OX LOAD ATTESTATION FORM FOR OX INTEGRATED BEST. 
          AND THE REASON I PUT THAT IN THERE IS THAT I DRAFTED THE DRAFT OF THAT ATTESTATION, AND IT IS ABSOLUTELY A BINDING OBLIGATION ON BEST THAT HAVE INTEGRATED OX LOAD TO ANNUALLY RECEIVE THIRD PARTY VALIDATION THAT THE THING THEY SET UP IN YEAR ONE STILL WORKS AND DOES NOT PUSH THEM OUT OF COMPLIANCE WITH THE RULES THAT ARE PREDICATES TO ENERGIZING AND STAYING ENERGIZED. 
          SO THAT'S OUR WAY OF OFFERING THE, NOT ONLY THE IDEA, BUT THE SOLUTION AROUND ENSURING THAT IF LOADS PARTICIPATE IN THIS SCHEME, WE HAVE CONTRACTED BINDING RELIABILITY THAT COMES WITH A COMPLIANCE PRICE TAG. 
          UM, SECTION FOUR IS CHALLENGES AND OPPORTUNITIES. 
          ONE OF THE CHALLENGES BROUGHT UP OVER THE PAST COUPLE WEEKS TO ME IS THAT WE WANNA MAKE SURE NEW ROLES DO NOT INADVERTENTLY CONSTRAIN WHAT IS ALREADY ACHIEVABLE FOR LARGE LOADS TODAY. 
          THE EXAMPLE IS PRETTY GOOD ON THIS. 
          A LOAD IN WEST TEXAS SHOULD NOT BE CURTAILING FOR 170 CUR, UM, CONSTRAINTS GOING OUT TO A WIRE IN HOUSTON. 
          SO  A LITTLE, A LITTLE BIT OF AN OPPORTUNITY SOLVE HERE, WHICH IS SOMETHING THAT'S HAPPENING IN OTHER MARKETS IN THE US IS, IS CLR THE EASIEST SOLUTION BECAUSE IT ENABLES PRIVATE PARTIES TO UNDERTAKE THE RISK OF FIGURING OUT HOW THEY ACHIEVE FIRMING THROUGH THEIR OWN ANALYSIS OF WHAT'S A TOPOLOGICALLY NEUTRAL SOLUTION TO FIRM THEIR LOAD. 
          WE ALL KNOW WHAT THAT MEANS IN TECHNICAL TERMS, BUT FOR THOSE OF YOU WHO MIGHT BE NEW TO THE IDEA, IT'S PRETTY SIMPLE. 
          IT'S ABOUT PRIVATE DEVELOPERS FIGURING OUT WHETHER THEY CAN RESOLVE WITH CONTRACTED COUNTER FLOWS, UM, THE CONSTRAINTS THAT OTHERWISE WOULD BIND AND CAUSE THE LOAD TO RESPOND. 
          IF WE CAN DO THAT ANYWHERE THROUGH CONTRACT INSTEAD OF THROUGH BRUTE FORCE ADMINISTRATIVE RULES, UH, IT'S GOING TO BE TEXAS AND I'M NOT SURE WHERE IT WILL LAND IN TERMS OF WHAT THE SIMPLEST OPPORTUNITY IS FOR JUNE, BUT IT'S CERTAINLY WORTH BEARS REPEATING THAT THIS IS SOMETHING THAT'S POSSIBLE IN THE US IN VERTICALLY INTEGRATED UTILITY AREAS IN ERCOT, AND IT IS NOT POSSIBLE TO ACHIEVE WITH SUCH SPECIFICITY ANYWHERE ELSE IN CAPACITY MARKETS TODAY. 
          UH, THE LAST SECTION IS ALIGNMENT WITH ERCO T'S DESIGN CONSIDERATIONS. 
          UH, THERE WERE FOUR BUCKETS OR FOUR AREAS HERE. 
          ONE WAS OF COURSE OFFER MITIGATION. 
          UM, WE'RE GOING TO HAVE ANOTHER PRESENTATION IN A MOMENT ABOUT HOW A CLR CAN AND SHOULD ASSUME A CONTRACTUAL SELF-LIMITING DUTY AND WHAT THAT WILL MEAN FOR MANUAL SUBMISSIONS UNTIL SUCH TIME AS WE HAVE A AUTOMATIC MITIGATION PROCESS IN PLACE. 
          UH, A DIFFERENT PRESENTATION TODAY THAT SAM BRANDON WILL PROVIDE WILL ACTUALLY PROPOSE NPRR 1250 FIVES APPROACH FOR ESRS, WHICH IS JUST IN TIME MITIGATION IN SCED AS A NARROW REVIEW TO ENABLE AUTOMATIC MITIGATION OF CLR OFFERS THAT SOLVES FOR THE PROBLEM THAT CLRS MIGHT PRESENT THAT WE ARE DE-RISKING AND ALSO SOLVES FOR THE CONTINGENCY AROUND BEING OVERREGULATED IEA LOAD IN TEXAS IS SOLVING FOR A CONSTRAINT IN HOUSTON. 
          UM, EXIT CONDITIONS ARE ALSO COVERED IN THIS SECTION, WHICH CAN BE LOBBED INTO THE CONTRACT FRAMEWORK AS WELL. 
          UM, AND WE'RE ALSO, YOU KNOW, REITERATING THAT TO BE MODELED AS A ZERO IMPACT ASSET AND VAT STUDIES UNDER THIS PROPOSAL. 
          JUST BECAUSE THE CLR ESTABLISHES A MINIMUM CONSUMPTION LEVEL OF ZERO, THAT DOES NOT MEAN THAT THE LOAD GOES FIRST. 
          THE LEVEL EXISTS IN THE CONTRACT AS A BOTH CONTRACTUAL AND MECHANICAL BACKSTOP. 
          AND THE PURPOSE OF THIS CLR PROPOSAL IS TO ALLOW THAT FACILITY TO NEUTRALIZE CONSTRAINTS USING PAYER DISPATCHABLE ASSETS. 
          UM, AND I'M PRETTY SURE WE'LL HAVE ROBUST DISCUSSION ON WHAT IS POSSIBLE AND DOABLE TODAY, BUT I'VE HEARD A LOT ABOUT CLRS BEING AIR QUOTES MORE DIFFICULT THAN COLO, BUT I I CAN'T THINK OF ANYTHING BETTER THAN SIMPLY ZONING IN ON THE OBVIOUS ANSWER, WHICH IS THAT LOWE'S CAN CONTRACT FOR THEIR OWN DISPATCHABILITY. 
          AND THAT IS ABSOLUTELY AN EASIER BALL GAME THAN REQUIRING ERCOT TO SAY, APPROVE 12 DIFFERENT POTENTIAL CONFIGURATIONS AND FIGURE OUT HOW TO MANAGE EACH FOR A G MINUS ONE N MINUS ONE CONSTRAINT AND DO ALL THE TELEMETRY AND ALL THE OTHER STUFF. 
          SO THAT'S THE, UH, OVERVIEW, AND I KNOW THERE ARE QUESTIONS, BUT TO, UM, AJI AND MATT'S POINT, IT WILL BE I THINK, VERY VALUABLE TO KEEP THIS BACKGROUND PAPER IN MIND AS WE GO THROUGH DISCUSSION AND THE OTHER PRESENTATIONS. 
          UM, AND THEN WE CAN DIG IN AND I LOOK FORWARD TO BEING PART OF AND RESOURCING AND HELPING WITH THE SMALLER WORKING GROUPS. 
          IT CAN BE PLACES FOR US TO SHAPE ALL OF THIS UP IN SUPPORT OR CAUGHT IN ITS, YOU KNOW, CHOICE AROUND WRITING THE RULES OR HAVING STAKEHOLDER SUPPORT TO WRITE THEM. 
          THANK YOU. 
          WELL DONE RUHI. 
          THANK YOU. 
          ALRIGHT, SO THERE'S FIVE MINUTES LEFT ON THAT TIME SLOT. 
          UH, DO YOU WANT LET SAM HAVE THAT OR DO YOU WANT TO ASK? 
          [03:15:01]
WE CAN TRY TO RUN A QUEUE IN HERE. 
          WE DON'T GET MUCH DONE IN FIVE MINUTES, SO YEAH, GO AHEAD. 
          OKAY, WE'LL PROCEED ON, SO SAM, YOU WANNA COME UP AND I'LL OPEN YOUR PRESENTATION. 
          ALL RIGHT. 
          SO IT SHOULD BE RIGHT, YOU, YOU SHOULD BE ABLE TO SCROLL ON THROUGH. 
          ALRIGHT, THANK YOU. 
          AND I'LL JUST TRY TO SCROLL THROUGH IT. 
          OKAY, GREAT. 
          ALL RIGHT. 
          SO I APPRECIATE THE TIME EVERYBODY. 
          MY NAME IS SAM BRANDON, I'M ONE OF THE CO-FOUNDERS OF AG AGENTIC INFRASTRUCTURE. 
          UM, I'M GOING TO BE PRETTY BLUNT AND RACE THROUGH THIS FOR THE SAKE OF OBSERVING EVERYBODY'S, UH, INTEREST IN, IN, UH, TIME HERE. 
          SO I'LL BE QUICK. 
          UM, BUT OBVIOUSLY, CERTAINLY OUTSIDE OF THE BATCH WORKSHOPS, HAPPY TO TALK ABOUT THIS STUFF AD NAUSEUM. 
          UM, AND CERTAINLY HAPPY TO TO ANSWER QUESTIONS. 
          SO TO DIVE RIGHT IN, UM, YOU KNOW, THIS IS KIND OF A WALL OF TEXT SLIDE MAYBE TO JUST IGNORE IT. 
          THE SIMPLICITY HERE IS THAT FOR FOLKS WHO WANNA PURSUE BRING YOUR OWN GENERATION OR CONTROLLABLE LOAD RESOURCES, THE HIGHER LEVEL GOAL IS TO PRIVATELY ASSUME DELIVERY RISK SO THAT YOU CAN COME ONLINE FASTER. 
          I THINK AS WE'RE SEEING FROM THE THE BATCH PROCESS, UM, THERE'S A LOT OF CONCERN ABOUT PEOPLE'S ABILITY TO, TO MEET THEIR OWN COMMERCIAL TIMELINES BASED OFF OF THE FIRM DELIVERY OF TRANSMISSION NETWORK SERVICE THAT IS TRADITIONALLY REQUIRED TO GET SERVICE TO, TO NEW LOADS. 
          AND SO IF THERE'S MECHANISMS BY WHICH WE CAN PRIVATELY ASSUME DELIVERY RISK, THEN I THINK THAT, YOU KNOW, WHETHER IT'S BRING YOUR OWN GENERATION OR CLRS, THERE'S QUITE A BIT OF INTEREST IN DOING SO. 
          AND SO AS HAS ALREADY BEEN TALKED ABOUT, YOU KNOW, MEETING THIS JUNE 1ST DEADLINE FOR BYOG AND CLR RULES IS GOING TO BE VERY CHALLENGING, BUT FRANKLY, IT'S THE BEST TOOL WE HAVE FOR PROTECTING RATE PAYERS AND ACHIEVING THE ECONOMIC OBJECTIVES OF ALL THE PARTIES HERE. 
          UM, AND SO WE REALLY THINK THAT IT, IT IS, YOU KNOW, BASICALLY MANDATORY THAT WE CONSIDER THE MINIMALLY SUFFICIENT RULES THAT WILL BE REQUIRED TO GET THESE IN EFFECT FOR BATCH ZERO, SO THAT WE CAN HAVE, YOU KNOW, IN THE SPIRIT OF SENATE BILL SIX, THE BEST CASE OUTCOME, SO MAXIMIZE ECONOMIC RELI, UH, ECONOMIC DEVELOPMENT, AND THEN MAINTAIN RELIABILITY AND MINIMIZE STRANDED COSTS, WHICH OF COURSE, WE ALL WANT TO SEE HAPPEN. 
          SO WITH THAT IN MIND, LOOK AT YOUR SHOULDER REAL QUICK, THESE LITTLE DOTS RIGHT THERE. 
          OH, THERE YOU GO. 
          THANKS, LAURA. 
          BEAUTIFUL. 
          UM, ANYWAYS, SO I'LL JUST, THIS IS THE, THE CRITERIA THAT ERCOT LAID OUT AS THE MINIMUM REQUIRED RULE REVISIONS. 
          IN ORDER TO GET THIS STUFF INTO BATCH ZERO, I ALWAYS HIGHLIGHT THIS LITTLE GREEN DOT, YOU KNOW, THAT'S, UH, THAT'S WHAT WE'RE AFTER. 
          UM, AND SO ANYWAYS, THIS SLIDE, I'M, YOU KNOW, I'M LIKE, LIKE I SAID, I'M HAPPY TO TALK ABOUT IT OFFLINE, BUT THIS IS JUST SUMMARIZING THE, THE MINIMALLY SUFFICIENT RULES THAT ERCOT LAID FORTH FOR CLRS. 
          AND THE ONLY ONE THAT I'M GONNA CALL OUT IS THE BID TO BUY MITIGATION ONE, BECAUSE I THINK THAT'S A REALLY PIVOTAL, UM, COMPONENT OF THIS. 
          OTHERWISE, I THINK THAT THERE ARE EXISTING, UH, STAKEHOLDER SUPPORTED, UH, EFFORTS LIKE PICKER 1 34 AND, AND INFINIUM EFFORTS WHERE THEY COULD ADDRESS SOME OF THESE OTHER CONCEPTS. 
          UM, AND SO WITH THAT, OOPS, SO BRIEFLY HERE, YOU KNOW, THE CONCEPT, UH, WITHOUT GETTING TOO WONKY ABOUT IT, IS THAT IF YOU WERE GOING TO HAVE A CLR THAT JUST BIDS $5,000 24 7 AS A WAY TO AVOID DISPATCH DISPATCH EXCEPT FOR RELIABILITY CIRCUMSTANCES. 
          THERE ARE CASES WHERE THE LINEAR PROGRAM SC IS GOING TO FAVOR VIOLATING TRANSMISSION LIMITS INSTEAD OF RELA OF BACKING DOWN CLRS. 
          AND SO THERE NEEDS TO BE A ME MITIGATION MECHANISM TO ENSURE THAT DOESN'T HAPPEN SO THAT WE ARE ACHIEVING RELIABILITY OBJECTIVES WITHOUT OVERLY BURDENING THESE CLRS WITH ECONOMIC DISPATCH. 
          'CAUSE CLRS IN THIS CONTEXT IS ALL ABOUT RELIEVING THE RELIABILITY ISSUES. 
          IT'S NOT ABOUT, UH, ACHIEVING ECONOMIC, UM, DISPATCH AND, YOU KNOW, UM, RESPONDING TO WHOLESALE PRICE PER SE. 
          AND SO WITH THAT IN MIND, WE PROPOSE THAT ERCOT UTILIZES THEIR EXISTING NPRR 1255, WHICH THEY SUBMITTED TO, UH, PROPOSE MITIGATION ON BATTERIES AS A VERY ELEGANT SOLUTION HERE. 
          THE ENTIRE FRAMEWORK WOULD WORK PERFECTLY. 
          THERE'S ALREADY AN IMPACT ANALYSIS BECAUSE OF AN ERCO SPONSORED NPRR. 
          SO, UM, YOU KNOW, THEY SUGGESTED SEVEN TO 11 MONTHS, UM, AND A AND A VERY MANAGEABLE SCOPE COST. 
          AND, UH, THE, THE, THE POINT HERE IS THAT, UM, ASIDE FROM THE FACT THAT IT WOULD BE A JUST IN TIME MITIGATION STRATEGY, IT WOULD BE BASED OFF OF WHETHER OR NOT IT IS A COMPETITIVE CONSTRAINT. 
          UM, SO YOU'D HAVE TO BE BEHIND A NON-COMPETITIVE CONSTRAINT AND ABOVE A MINIMALLY IMPACTFUL SHIFT FACTOR TO ACTUALLY GET PICKED UP IN THIS BID TO BUY MITIGATION STRATEGY. 
          [03:20:01]
UM, AND THE ONE THING THAT WE CALL OUT HERE IS THAT YOU CAN LITERALLY COPY AND PASTE THIS EXACT PHILOSOPHY, UM, APPLIED TO CLRS EXCEPT WITH ACL R. 
          YOU DON'T HAVE THIS, THIS TRADITIONAL RENT SEEKING ISSUE THAT GENERATORS HAVE WHERE, YOU KNOW, A CLR IS A CONSUMER, SO YOU DON'T NEED TO BE QUITE AS STRINGENT IN MANAGING, UH, THE, THE PRICE THAT THEY'RE, THEY'RE WILLING TO BID AT. 
          UM, AND SO UNLIKE A GENERATOR BEHIND A NON-COMPETITIVE CONSTRAINT WHERE YOU COULD THEORETICALLY HAVE MARKET POWER ISSUES, CLRS DO NOT HAVE THAT SAME LOGIC. 
          UM, SO WE WOULD SUGGEST, YOU KNOW, HAVING A MORE LENIENT APPROACH TO CL R MITIGATION THAT IS MINIMALLY SUFFICIENT TO CAPTURE THE RELIABILITY OBJECTIVES. 
          UM, SO THAT IS THE, THE CONTEXT OF THE, UH, ERCOT DEFINED AND MINIMUM SUFFICIENT CLR RULES. 
          AND NOW WHAT I'M TALKING ABOUT WITH THESE TWO CONCEPTS HERE, I THINK COULD BE, UH, IT'S HARD TO OVERSTATE HOW IMPORTANT THIS COULD BE BECAUSE WITH THESE TWO CONCEPTS, WE COULD ESSENTIALLY UNIFY ALL BYOG CONCEPTS AND CLR SUCH THAT THE CLR MECHANISM BECOMES THE TOOL BY WHICH YOU'RE ALLOWED TO PRIVATELY ASSUME TRANSMISSION DELIVERY RISK ON AN INTERIM BASIS UNTIL YOUR FIRM NETWORK UPGRADES ARE DELIVERED PER YOUR LCP. 
          AND SO THE SUGGESTION HERE IS THAT WE TAKE A DISPATCH REQUIREMENT, UH, SCOPE, UM, FOR CLRS THAT LOOKS MORE LIKE WHAT IS OBLIGATED OF WIND AND SOLAR TODAY. 
          SO THE EXISTING CL LR CONSTRUCT, YOU WOULD HAVE TO FOLLOW DISPATCH LIKE A GENERATOR DOES. 
          SO YOU FOLLOW YOUR BASE POINT AND THEN YOU HAVE TO HOLD YOUR BASE POINT AND YOU CAN'T DEVIATE, UH, TOO FAR AROUND THAT, THAT WOULD BE EXTREMELY CHALLENGING FOR AI DATA CENTER LOADS TODAY. 
          AND IT'S FRANKLY UNNECESSARY AS LONG AS THESE LOADS ARE WITHIN THE COMPLIANCE OF THE SSO ACTIVE POWER LIMITS THAT ARE GONNA BE IMPOSED ON THEM. 
          UM, AND SO THAT IS NOT HOW WIND AND SOLAR IS DISPATCHED. 
          WIND AND SOLAR RESOURCES DO NOT HAVE TO FOLLOW SCED DO, AND THEY DO NOT HAVE BASE POINT DEVIATION CHARGES UNLESS THEY'RE BEING CURTAILED. 
          AND SO I'LL TALK ABOUT WHAT THAT MEANS, BUT THE POWER BEHIND THAT IS IF WE WERE TO TAKE THAT DISPATCH PHILOSOPHY FOR CLRS, THEN THERE IS ABSOLUTELY NO DIFFERENCE BETWEEN A CLR AND A BRING YOUR OWN GENERATOR BECAUSE THE NOTION WITH A, YOU KNOW, CO-LOCATED GENERATOR IS THAT YOU WANT TO BUILD A POWER PLANT TO HELP, UH, RESOLVE WHAT WOULD OTHERWISE BE NETWORK UPGRADES TRIGGERED BY THE LOAD. 
          AND SO, UH, THE ISSUE IS THAT IF THE GENERATOR WAS EVER OFFLINE, ERCOT STILL NEEDS TO KNOW THAT THAT LOAD WOULD THEN CURTAIL BECAUSE THERE THEN THERE COULD BE A RELIABILITY CONCERN IF THE GENERATOR WAS TRIPPED OFF AND THE CONDITIONS ON THE GRID, UH, WARRANTED, UH, OR, YOU KNOW, UH, NEEDED THE, THE LOAD TO CURTAIL. 
          SO THE POINT IS, IS THAT IF THE DISPATCH REQUIREMENTS FOR CLRS ARE RELAXED SO THAT THEY ONLY NEED TO COMPLY WITH BASE POINTS WHEN THEY'RE BEHIND A BINDING CONSTRAINT AND THEY ARE, YOU KNOW, UM, THE, THE KEY RESOURCE THAT WOULD RELAX THAT CONSTRAINT, THAT MEANS THAT THE APPROACH TO DISPATCH FOR CLRS WOULD BE THE SAME FOR A LOAD THAT IS CO-LOCATED WITH A GENERATOR. 
          BECAUSE IF YOU HAVE THE GENERATOR ONLINE, YOUR CLR IS NEVER GONNA GET PICKED UP FOR DISPATCH, UM, BECAUSE YOU WOULD HAVE THAT GENERATOR RELAXING THAT CONSTRAINT. 
          UM, AND SO I'VE PROBABLY ALREADY KIND OF RANTING ABOUT THIS TOO MUCH, BUT SIMPLY THE, THE TAKEAWAY HERE IS THAT WE BELIEVE THIS COULD STRIKE THE RULEMAKING ABILITY FOR, OR THE, THE RULEMAKING NEED FOR ALL BYOG CONCEPTS. 
          IT WOULD JUST BECOME A BILATERAL COMMERCIAL ARRANGEMENT TO BE HAD WITH A, WITH A GENERATOR. 
          AND BY SIMPLIFYING THESE RULES, WE CAN UNITE THE FORCES OF EVERYBODY WHO WANTS TO, TO PRIVATELY ASSUME RISK AND GET LOADS ONLINE FASTER, UM, THROUGH JUST FOCUSING ON THESE CLR RULES. 
          UM, SO IT'S ALL ABOUT SIMPLIFY THE CLR DISPATCH REQUIREMENTS, WHICH ALLOW US TO COMBINE CLR AND BYOG INTO A UNIFIED CONCEPT THAT IS VERY CLEAR. 
          AND THEN FROM THERE, YOU KNOW, THIS IS JUST AN ADD-ON SAYING THEN FROM THE, YOU KNOW, IF THERE'S ANY LINGERING ISSUES REGARDING THE RAMPING OF THESE LOADS, THAT CAN ALL BE MANAGED THROUGH EXISTING ANCILLARY SERVICES AND EXISTING, UH, SYSTEM CAPACITY, WHICH IS ALL FRANKLY LOOKING FOR STUFF TO DO. 
          THE, YOU KNOW, ALL THE ANCILLARY MARKETS ARE VERY COMPETITIVE RIGHT NOW. 
          SO THIS SLIDE DETAILS HOW RENEWABLES ARE TREATED TODAY IN DISPATCH. 
          UM, YOU DON'T FOLLOW A BASE POINT UNTIL YOU'RE BEHIND A BINDING CONSTRAINT. 
          AND THEN ONCE YOU ARE BEHIND A BINDING CONSTRAINT, YOU DO HAVE TO FOLLOW THE BASE POINT DOWN TO YOUR, YOUR LSL OR FOR ACL R, IT'S CALLED YOUR LOW POWER CONSUMPTION POINT. 
          UM, AND SO IN THAT CASE, IF YOU ARE BEING DISPATCHED DOWN, THEN YOU ARE FACING BASE POINT DEVIATION CHALLENGES. 
          BUT UNTIL YOU'RE BEING DISPATCHED TO CURTAIL YOU, YOU CAN CONSUME AS YOU SEE FIT. 
          AND SO HERE I'M JUST HIGHLIGHTING THAT THE CONCEPT 
          [03:25:01]
OF A, OF A BRING YOUR OWN GENERATOR AND CLR ARE REALLY THE EXACT SAME THING FROM ERCOT POINT OF VIEW. 
          THE ONLY DIFFERENCE IS THAT, YOU KNOW, PRIVATELY YOU WANT TO BUILD A POWER PLANT TO MANAGE THIS, THIS TRANSMISSION LIMITATION. 
          BUT OTHERWISE FROM ERCOT IT'S, THEY, THEY'RE, THE ONLY THING THAT THEY SEE IS I HAVE AS AVAILABLE SERVICE TO GIVE YOU, AND I NEED TO KNOW WHEN THIS AS AVAILABLE SERVICE IS NOT AROUND, THEN WE CAN RELY ON THE PRIVATE LOAD TO CURTAIL. 
          AND SO THE, THE CONCEPT AS IT IS FROM A MARKET FACING PERSPECTIVE IS EXACTLY THE SAME. 
          AND REALLY THIS WHOLE NOTION OF, OF, YOU KNOW, CONTRACTING WITH THIS, WITH THIS GENERATOR SHOULD BE A, A PRIVATE EXERCISE. 
          AND SO IF IT WAS A PRIVATE EXERCISE THAT ALSO BROADENS THE SCOPE OF WHAT A BRING YOUR OWN GENERATION ARRANGEMENT CAN BE, THERE'S THAT, THERE'S NO REASON THAT YOU NEED TO CO-LOCATE A, A POWER PLANT WITH A, UM, WITH A LOAD THAT YOU'RE SERVING. 
          AND FRANKLY, TRYING TO FORCE THESE SPEED TO MARKET OPPORTUNITIES INTO COLOCATION ARRANGEMENTS IS NOT ONLY SUB ECONOMIC, BUT I THINK WE'RE SEEING THAT IT'S ALSO A CONCERN FROM A RELIABILITY PERSPECTIVE. 
          IT'S BETTER TO HAVE RESOURCES ON THE GRID THAT ARE ECONOMIC IN AND OF THEMSELVES, AND THEN YOU CAN CONTRACT WITH THEM AS A LOAD TO ENSURE THAT, YOU KNOW, THEY BASICALLY DIS THEY PROVIDE YOU CAPACITY INSTEAD OF YOU HAVING TO CURTAIL YOUR LOAD. 
          UM, AND SO THIS WOULD BROADEN THE SCOPE OF BYOG AND JUST MAKE THE PROGRAM SO MUCH MORE CLEAR FROM A REGULATORY COMPLIANCE STANDPOINT AND FROM HOW YOU CONTRACT IN WITH BILATERAL ARRANGEMENTS TO PURSUE THESE, THESE OPPORTUNITIES. 
          UH, LASTLY, THIS IS JUST, I THINK JUST FOCUSED ON, YOU KNOW, EMPHASIZING THE FACT THAT WE ALREADY HAVE A LONGSTANDING PRECEDENT OF ADJUSTING ANCILLARY SERVICES TO MANAGE THE RAMPING OF RESOURCES AND LOADS. 
          YOU KNOW, SOLAR AND WIND ARE A FACTOR THAT GOES INTO VOLUMES PROCURED FOR REGULATION. 
          UM, AND WE'RE, WE'RE ALREADY LOOKING AT FLS. 
          UM, AND THEN OTHERWISE THE PRICES ARE VERY, VERY COMPETITIVE RIGHT NOW. 
          SO THERE'S A LOT OF LATENT CAPACITY ON THE SYSTEM THAT CAN TAKE OVER THIS, THIS, UH, NEED TO HELP THE SYSTEM GROW AND MEET THESE, UH, ECONOMIC DEVELOPMENT OBJECTIVES. 
          SO WITH THAT IN MIND, THIS IS LIKE, NOT EVEN A CLRS, BYOG, UNIFICATION 1 0 1, THIS IS LIKE A, YOU KNOW, 0.5 I GUESS. 
          I DON'T KNOW. 
          BUT IN EITHER CASE, IF WE HAD A DEDICATED WORKSHOP TO TALK ABOUT THIS, WE COULD GO FROM THE 1 0 1 TO THE 2 0 1 AND THE 3 0 1. 
          'CAUSE THERE ARE DETAILS HERE TO BE UNDERSTOOD, BUT THERE'S VERY CREDIBLE SOLUTIONS, UM, TO THE DETAILS, WHICH I THINK ARE ABSOLUTELY WORTH DISCUSSING WITH ALL THE, WITH ALL THE STAKEHOLDERS INTERESTED IN PURSUING THESE OPTIONS. 
          SO WITH THAT, I'LL END WITH THE FACT THAT, YOU KNOW, IF YOU JUST LOOK AT THE TRANSMISSION TRACKING TOOL, YOU CAN SEE THAT OUR SPEND ON TRANSMISSION IS ALREADY, UH, ON A PRETTY STARTLING, UH, UPTICK. 
          AND AS WE GO THROUGH THESE PROCESSES TO INTEGRATE LOAD, OBVIOUSLY TRANSMISSION SPEND TO HELP GROW LOAD IS, UH, WORTH IT. 
          BUT THERE'S AN, YOU KNOW, THERE'S A HUGE RISK BEING PUT ON THE MARKET THAT IF WE DO NOT DO THIS IN A LEASE COST ECONOMICALLY RATIONAL FASHION, IT'S GOING TO TRANSLATE TO RUNAWAY, UH, TRANSMISSION COST. 
          SO WITH THAT, I THINK THAT'S ABOUT IT, BUT MAYBE I'LL END UP, JUST LEAVE THIS SLIDE UP. 
          WELL TO, I'M GONNA DO SOMETHING A LITTLE DIFFERENT. 
          SO WE STILL HAVE, UM, YOUR TWO MINUTES PLUS RUHI, SO YOU WANNA DO SEVEN MINUTES TO JUST PICKING OUT HANDS UP IN THE ROOM IS A GOOD WAY TO KIND OF NAVIGATE APPLICABLE QUESTIONS FOR SAM. 
          DO YOU, DO YOU MIND? SURE. 
          I WAS GONNA SAY THERE'S THREE QUESTIONS ON THE CHAT TOO. 
          OH, OKAY. 
          BUT OTHERWISE I'M HAPPY TO JUST GO WITH HANDS IN THE ROOM. 
          YEAH. 
          LET'S RUN THROUGH. 
          ARE YOU ABLE TO, ARE COREY, CAN YOU CALL OUT WHO'S IN THE QUEUE? LOOKS LIKE JASON COX IS THE FIRST QUESTION. 
          JASON COX, BOB KING, AND SHANNON CARAWAY ARE THE LAST THREE. 
          OKAY. 
          SO WHO'S FIRST? SORRY. 
          JASON. 
          JASON, I'M SORRY, I'M NOT IN FRONT MY COMPUTER. 
          SOMEBODY HELP ME. 
          JASON. 
          JASON, YOU WANNA ASK YOUR QUESTION? SURE. 
          UH, ACTUALLY IT'S FOR ERCOT. 
          UH, OKAY. 
          SO WE'RE GONNA HOLD THE ERCOT QUESTION. 
          OKAY. 
          THEN I'LL WAIT. 
          SO THERE'S A QUESTION FOR THE PRESENTER, BUT IT IS FOR ERCOT. 
          YEP. 
          WHO HAS A QUESTION FOR THE PRESENTER? SHANNON? MATT. 
          MATT? YES. 
          I'M THINKING MAY, THIS IS AG SPRINGER FROM ERCOT, BUT UH, MAYBE TO AVOID CONFUSION ABOUT WHO WAS IN THE QUEUE WHEN YEP. 
          LET'S MAYBE TAKE THE LAST PRESENTATION, THEN WE CAN JUST HAVE A UNIFIED Q AND A AT THE END. 
          OKAY. 
          WITH A SINGLE QUEUE. 
          THAT WAY WE DON'T HAVE TO. 
          ALRIGHT. 
          SORRY, I'M NOT WATCHING THE QUEUE AND I'M CREATING CHAOS. 
          UH, WHAT I AM TRYING TO DO IS, WE'LL, WE'LL WATCH IT FOR YOU. 
          YEAH. 
          ALRIGHT, THANK YOU. 
          OKAY, SO WE'LL COME, DON'T GO TOO FAR. 
          ALRIGHT, SO NEXT UP ERIC, WHO'S GONNA PRESENT FROM INFINIUM? UH, BOTH BUT UH, WE START. 
          ALRIGHT, 
          [03:30:03]
LOOK AT ALL THE, I SEE. 
          WHY YOU SORRY. 
          THANKS FOR COACHING ME GUYS. 
          ALRIGHT. 
          HELLO AGAIN. 
          YOU WELCOME. 
          ALRIGHT. 
          ALRIGHT, WE'LL GO TO THE BOTTOM AVENUE. 
          AND COREY, HOW DO YOU MAKE, IS THIS POWERPOINT A LITTLE DOT ON THE RIGHT PRESENT? THERE WE GO. 
          YES. 
          THANK YOU. 
          GREAT. 
          HI EVERYONE. 
          LIZ MEYERS, UM, WITH INFINIUM. 
          SO THANK YOU AHI AND SAM. 
          THEY WENT THROUGH A LOT OF THIS, SO I THINK WE'LL SKIP THROUGH THIS PRETTY QUICKLY AND I'LL PASS THINGS OVER TO ERIC TO TALK ABOUT SOME OF THE, UM, PRACTICAL OR PRACTICAL DISCUSSION POINTS THAT WE HAVE HERE. 
          SO JUST TO COVER A FEW HIGH LEVEL THINGS THAT, THAT I WANNA MAKE CLEAR, UM, YOU KNOW, THE, THE CLR PROCESS IS REALLY WHAT WILL ALLOW IT IS DEVELOPMENT CAN PROCEED RESPONSIBLY WHILE TRANSMISSION UPGRADES ARE COMPLETE. 
          SO I THINK AN IMPORTANT THING TO NOTE IS THAT THE CLR LOADS WILL STILL CONTRIBUTE TO LONG-TERM TRANSMISSION BUILD. 
          IT'S SIMPLY A FRAMEWORK THAT'LL ALLOW US TO BRIDGE SUPPORT TO SUPPORT DEVELOPMENT AND INVESTMENT WHILE THOSE UPGRADES ARE DONE. 
          UM, AND WE'LL TALK A LITTLE BIT ABOUT HOW THAT'LL GET IMPLEMENTED, UM, IN SOME OF THE, UH, PIGGER AND NOER WORK, UM, AS WE GO THROUGH THIS. 
          SO AGAIN, HIGH LEVEL OVERVIEWS ON PIGGER 1 34, OR THE OTHER APPROACHES THAT WE'LL BE DISCUSSING ON HOW TO IMPLEMENT, UM, THE CLR FRAMEWORK. 
          UM, JUST REALLY HIGH LEVEL, IT'S SETTING A FRAMEWORK FOR REQUIRING LARGE LOADS, UM, TO BE A CLR UNTIL UPGRADES ARE MADE. 
          RECOGNIZE THAT MAYBE NOT EVERY SINGLE LARGE LOAD WILL WANT TO DO THIS OR HAVE THE CAPABILITIES TO, BUT THERE CERTAINLY ARE ONES THAT WOULD TAKE SPEED TO MARKET, UM, WITH SOME, SOME DELIVERABILITY RISK, UM, AND VOLUNTARY VOLUNTARILY TAKE THAT RISK WHILE ALSO PROVIDING RELIABILITY TO THE SYSTEM, UM, IN THE NEAR AND LONG TERM. 
          SO WHAT I REALLY WANTED TO FOCUS ON TODAY WAS AN EXAMPLE SPECIFIC TO, AND THIS, THIS ORIGINATES FROM THE WORK THAT WE DO. 
          WE'RE AN ELECTROLYSIS BASED FUEL, UM, SYSTEM. 
          AND SO WE'VE ACTUALLY DESIGNED OUR FACILITIES TO BE ABLE TO DO MARKET CURTAILMENT, UM, BOTH BECAUSE WE ARE, YOU KNOW, SENSITIVE TO PRICE. 
          UM, BUT WE ALSO, YOU KNOW, THERE'S TIMELINE SENSITIVITY HERE. 
          SO BEING ABLE TO INTRODUCE A LOAD TO THE MARKET, UM, AND HAVE A BRIDGE FOR UPGRADES TO BE REQUIRED, REALLY ALLOW SOME OF OUR PROJECTS TO MOVE AHEAD, UM, THAT, YOU KNOW, MAYBE LONGER TIMELINES WOULD REQUIRE US TO LOOK AT DIFFERENT MARKET LOCATIONS. 
          SO THESE, THIS NODAL PRICE CLR DOES SUPPORT PRICE INCENTIVIZE LARGE LOADS, UM, BOTH NEAR TERM AND LONG TERM. 
          SO I TOOK A SCENARIO HERE, ASSUME A HUNDRED MEGAWATT LOAD REQUESTS REQUESTING INTERCONNECT IN 2027, BUT TRANSMISSION UPGRADES CANNOT SERVE THAT FIRM LOAD UNDER N MINUS ONE UNTIL 2028. 
          BUT THOSE STUDIES ALSO SHOW THAT THE LOAD CAN BE RELIABLY SERVED UNDER NORMAL CONDITIONS. 
          SO WHAT DOES THIS LOOK LIKE IN PRACTICE UNDER THE FRAMEWORK THAT WE'RE DISCUSSING TODAY? UM, UNDER NORMAL CONDITIONS, IN NORMAL PRICING, THE FACILITY OPERATES STEADY STATE AT ITS AT, ITS A HUNDRED MEGAWATTS. 
          BUT WHEN THERE ARE CURTAILMENT SIGNAL SIGNALS FROM SC, IT FOLLOWS BASE POINT REDUCTION TO SHED LOAD TO AN MCL OF ZERO MEGAWATTS IF REQUIRED. 
          UM, AND THERE'S VARYING DEGREES OF LOAD SHED ON THESE SYSTEMS ANYWHERE FROM FIVE TO 15 MEGAWATTS A MINUTE. 
          UM, TO BE ABLE TO FOLLOW THAT, THAT BASE POINT REDUCTION, THEN YOU LOOK FORWARD TO 2028. 
          SO IN THE TIME IN WHICH THESE LOADS HAVE ENTERED THE MARKET AND ARE ARE RUNNING UNDER THIS CURTAILMENT SCENARIO, YOU KNOW, THEY'RE STILL CONTRIBUTING TO TRANSMISSION UPGRADES TO EVENTUALLY SUPPORT FIRM LOAD ON THE SYSTEM, BUT FOR NOT FOR EVERY LOAD, DOES THAT MEAN THAT THEY'RE NO LONGER GONNA PARTICIPATE AS A RELIABILITY ASSET BASED ON PRICE SIGNALS IN THE MARKET? SO IN A POST 2028 POST UPGRADE SCENARIO UNDER THE SAME LOAD, NORMAL CONDITIONS, NORMAL PRICING, THE LOAD OPERATES AT ITS A HUNDRED MEGAWATTS STEADY STATE. 
          BUT SOME OF THESE LOADS ARE STILL PRICE SENSITIVE, SO IT MAY VOLUNTARILY SHED LOAD AT MINIMUM OPERATING LEVELS DURING PRICING EVENTS, UM, YOU KNOW, OR OTHER MARKET EVENTS THAT THAT SUPPORT, IT CURTAILING ITS LOAD. 
          SO, YOU KNOW, FOR SOME OF THESE LOADS, THIS ISN'T JUST A SHORT TERM GET INTO THE INTERCONNECTION QUEUE AND THROUGH IT QUICKLY, BUT DOES PROVIDE LONG-TERM RELIABILITY AND SUPPORT FOR THE SYSTEM, UM, AS, AS THE TRANSMISSION UPGRADES PROCEED. 
          SO AGAIN, ERCOT FEEDBACK ON CLR IS SOMETHING THAT WE'VE, UM, LOOKED CLOSELY AT AND I'M NOW GONNA PASS IT OVER TO ERIC GOFF TO TALK ABOUT THE APPROACH, 
          [03:35:01]
UM, THAT WE THINK ADDRESSES A NUMBER OF THESE THAT WOULD ALLOW US TO ADVANCE THE CLR CONCEPT TO BE INCLUDED IN THESE EARLY BATCH STUDIES. 
          UH, ERIC GOFF ON BEHALF OF INFINIUM AND LIZ, AND I'M DOWN HERE AT THE OTHER SIDE OF THE ROOM. 
          UM, SO, UM, HERE IN THE SLIDE THERE'S A FEW A APPROACHES THAT, UM, TRIED TO PUT, UM, CLRS AND ESSENTIALLY A BOX IN ORDER TO DEAL WITH A FEW CONSTRAINTS. 
          ONE IS INFIN AM'S DESIRE FOR THIS TO MOVE QUICKLY AND TRY TO AVOID, UH, SYSTEM CHANGES IF POSSIBLE. 
          AND TWO, IS TO MEET KIND OF THE MANY, YOU KNOW, CONCERNS THAT AG AND OTHERS LAID OUT IN, IN, UH, UM, ADDRESSING THE POTENTIAL ISSUES WITH DOING ANYTHING RELATED TO CR QUICKLY. 
          UM, SO THIS IS A CONTRACT BASED APPROACH WHERE THE OBLIGATION TO, UM, PERFORM IS BOTH IN THE PROTOCOLS AND A CONTRACT. 
          UM, AND THAT CONTRACT APPROACH WOULD ALLOW ERCOT TO, YOU KNOW, CANCEL IF THEIR UH, CLR IS NOT MEETING THE REQUIREMENTS OF THE CONTRACT. 
          AND, UM, IT WOULD, IT WOULD GIVE ERCOT THOSE KIND OF SPECIAL RIGHTS TO TO DO SO ABOVE AND BEYOND NORMAL PARTICIPATION THAT'S INTENTIONAL AND CREATING RISK, UM, FOR THE LOAD, BUT IT, IT STEPS OUTSIDE OF THE USUAL COMPLIANCE PARADIGM IN ORDER TO HAVE LIKE A QUICK ACTION IF NECESSARY. 
          UM, SO, UM, THIS CONTRACT BASED APPROACH IS, UM, CONTEMPLATED FOR AN IDENTIFIED TRANSMISSION PLAN THAT WOULD SERVE THE LARGE LOAD. 
          UM, AND THEN FOLLOWING THE CONCLUSION OF THE CONSTRUCTION IZATION OF THAT TRANSMISSION PLAN, UM, YOU COULD BE, YOU KNOW, TRANSITION OVER LIKE A MORE NORMAL CLR APPROACH OUTSIDE OF THIS CONTRACT BASED APPROACH. 
          UM, AND SO THIS AGREEMENT WOULD CREATE A DUTY TO SUBMIT ENERGY BID CURVES AT A LOW ENOUGH LEVEL TO NOT TRIGGER SHADOW PRICE CAPS, UH, AND CONSTRAINTS ON THE CONGESTION MANAGEMENT SYSTEM FOR MORE THAN 15 MINUTES AT A TIME AND TO ACTIVELY MONITOR THE ACTIVE CONSTRAINTS IN SCED. 
          UM, THE, UH, GOAL HERE, UM, IS TO NOT REQUIRE ERCOT TO HAVE DEVELOP SOME SORT OF CLR MITIGATION PROGRAM, RIGHT? I DON'T THINK THAT'S FEASIBLE TO DO IN THIS TIMELINE. 
          UM, SO PUTTING THAT DUTY ON THE CLRI THINK IS AN ALTERNATIVE HERE. 
          UM, TWO IS TO SET THE CLRS, UM, MINIMUM CONSUMPTION AT ZERO UNLESS A HIGHER AMOUNT IS APPROVED BY ERCOT. 
          UM, SO WE'VE ALL SEEN, YOU KNOW, LOAD REQUESTS WHERE THERE'S A ZERO AVAILABILITY IN AN AREA AND SO THIS WOULD REQUIRE THEM TO, TO BE ABLE TO GO TO ZERO UNLESS MAYBE THERE WAS SOME AMOUNT OF MEGAWATTS AVAILABLE TO THE SITE IN WHICH CASE OR CO COULD AGREE TO A HIGHER AMOUNT. 
          UM, AND THEN FINALLY, AS I SAID, IT WOULD AUTHORIZE ERCOT TO DE-ENERGIZE THE FACILITY FOR REPEATED NON-COMPLIANCE. 
          AND WE'D HAVE TO, I, I HAVEN'T WRITTEN UP AN AGREEMENT HERE YET. 
          THIS IS KIND OF THE SCOPE OF AGREEMENT. 
          WE COULD FIGURE OUT EXACTLY WHAT THAT MEANS IF THIS IS SOMETHING ERCOT WOULD BE INTERESTED IN. 
          UM, AND THEN THE LARGE, I MUST COORDINATE WITH THE TSP AND ERCOT TO IDENTIFY A TIME TO TEST TELEMETRY AND RESPONSE CAPABILITIES IN ADVANCE OF RECEIVING APPROVAL. 
          ENERGIZE. 
          SO THERE WILL BE TIMES WHEN THERE'LL BE SOME ENERGY AVAILABLE, UM, IN ORDER TO TEST CAPABILITIES, UM, AND, UM, AND WE, AND WE JUST HAVE TO COORDINATE IN ORDER TO DO THAT AS PART OF THE APPROVAL TO ENERGIZE PROCESS. 
          UM, AND THEN THREE IS YOU CANNOT, UH, REGISTER UNLESS YOU'RE ELIGIBLE NO PRICING. 
          THIS IS KINDA WHAT THE PIGGER REFERRED TO AS 1188 COMPLIANT. 
          YOU MIGHT HAVE SEEN PEOPLE USE THAT LANGUAGE, THE SAME LANGUAGE. 
          THIS BASICALLY JUST MEANS THIS IS CONTINGENT ON LEMONADE EIGHT BEING IMPLEMENTED. 
          AND THEN FOUR, THIS JUST DESCRIBES HOW THE AGREEMENT WOULD EXPIRE, UM, ONCE THE TRANSMISSION FACILITIES HAVE BEEN ENERGIZED. 
          UM, SO THIS, UM, YOU KNOW, SIGNIFICANT CONSTRAINING FOR CLRS AND NOT MANY SITES MIGHT WANNA DO THIS. 
          UM, PUTTING A LOT OF OBLIGATIONS ON THE LOAD IN ORDER TO, UH, MEET ERCOT AND THE TSPS REQUIREMENTS. 
          UM, SAM'S APPROACH, UM, YOU 
          [03:40:01]
KNOW, IS A LOT MORE FLEXIBLE AND WE WOULD LOVE TO SEE THAT, UM, AS AN ALTERNATIVE IF THERE'S A PHASE TWO. 
          BUT I ANTICIPATE THAT MIGHT HAVE SOME SYSTEM CHANGES, UH, THAT ERCOT WOULD WOULD HAVE TO IMPLEMENT. 
          AND WE'RE TRY TO DESIGN THIS WITH, MY BEST GUESS IS TO AVOID SYSTEM CHANGES. 
          UM, SO WITH THAT, HAPPY TO ANSWER ANY QUESTIONS. 
          ALRIGHT. 
          SO WE WILL, UH, IS IT WORTH, CAN WE JUST TELL YOU WHAT ERCOT HASS BEEN THINKING JUST SO WE CAN KINDA, AND THEN THAT'S ALL WE WANT TO KNOW. 
          OKAY. 
           AG, CAN I START AND THEN YOU CAN REEL ME IN. 
          YEAH, SO WE'VE BEEN MEETING, WE STARTED MEETING WITH OUR MARKET DESIGN FOLKS, SO THIS IS KEN RAG SALES, S MORTY, DAVE, GIO, THE, THE PEOPLE THAT HAVE ALREADY BEEN CHEWING ON THESE THINGS IN SOME CASES FOR YEARS. 
          AND SO I WOULD SAY THAT WHAT INFINIUM IS PROPOSING ON THE SCREEN HERE, I WOULD CALL ALMOST KIND OF A MANUAL CLR, IS THE IDEA OF IT'S A CLR THAT'S WILLING TO STAY WITHIN THE TRANSMISSION CONSTRAINTS BY PUTTING IN SOMEWHAT SCRIPTED BIDS TO CONSUME POWER. 
          AND THAT, THAT'S SOMETHING I HADN'T THOUGHT OF UNTIL WE SAW THIS TODAY. 
          SO THAT'S ONE WAY TO GO. 
          AND THEY'VE CHECKED THE BOX ON CONTRACTUAL ARRANGEMENT, EXIT STRATEGY, AND SOME OF THOSE PIECES. 
          THE NEXT LEVEL UP, UH, WAS WHAT WAS BEING PRESENTED, UM, BY SAM WAS THE IDEA OF A CLR PURE CLR WHERE IT WOULD BE, UH, THAT STEP TWO SCED MITIGATION, WHICH IS, IS THERE A WAY FOR ERCOT TO CALCULATE AND MITIGATE A HIGH CONTROLLABLE LOAD BID PRICE DOWN TO A LOWER PRICE SO IT DOESN'T, UH, AFFECT ANY TRANSMISSION SECURITY OR VIOLATE ANY CONSTRAINTS. 
          SO, AND THAT IS, AS POINTED OUT, WAS A SEVEN TO 11 MONTH, UM, IMPLEMENTATION, AND IT DOES SEEM TO LINE UP WITH WHAT THAT BATTERY LOGIC WAS IN NPR 1255. 
          SO THAT'S A POSSIBLE VIABILITY, UM, SPOT, BUT STILL MORE DETAILS TO COME WHEN IT COMES TO AN AG. 
          ALREADY TOUCHED ON THIS, THE IDEA OF MAKING A, PUT A BIG CIRCLE AROUND IT AND CALL IT A CLR BECAUSE YOU CAN USE GIN AND LOAD TO BALANCE AS NEEDED, UM, THAT MAY GO INTO THAT NETTED NETWORK TYPE THING THAT SI'S BEEN WORKING ON AND SOME COOL NEW STUFF IN THE FUTURE. 
          BUT THAT IS, LET'S CALL IT OUT THERE SO IT'S NOT REALLY ACHIEVABLE AND THE TIMEFRAME THAT WE'RE AT. 
          SO AGAIN, WE'RE WILLING TO KIND OF CHEW ON WHAT'S BEEN PRESENTED AND COME BACK WITH SOME MORE, UH, BILL BARNES SAID A GOOD WORD. 
          TRY TO GET US IN THE RIGHT DIRECTION AND SEE WHAT WE CAN WORK WITHIN. 
          AND SO, UM, BUT THIS IS GOOD FEEDBACK. 
          UM, TODAY, I WILL SAY IT WAS NOT PRESENTED ON TODAY, BUT WHAT DOES CO-LOCATION LOOK LIKE? UM, FROM ERCOT, WE KNOW THE SELF-LIMITING, UH, NPR, WHAT WAS THAT 1206? UM, WHEN WE IMPLEMENTED SELF-LIMITED GENERATION, THAT'S IDEA OF A BUNCH OF SOLAR AND A BUNCH OF BATTERIES THAT CAN OVERLOAD. 
          SO THEY CAN ONLY SELF LIMIT HOW MUCH THEY CAN INJECT. 
          DO WE LEVERAGE THAT SELF-LIMITING LOGIC INTO THE LOAD REALM ALSO? AND THAT WOULD START TO GIVE A THING WHERE ERCOT, THE WIRES COMPANY, THE GEN AND THE LOAD ALL AGREED THAT THEY WILL NEVER INJECT MORE THAN X 200 MEGAWATTS EVER UNTIL THERE'S TRANSMISSION IN FRONT OF IT. 
          THAT, SO THAT SELF-LIMITING GATE MAY BE SOMETHING THAT WE'RE WILLING TO LOOK AT FOR CO-LOCATION. 
          NOW THE BAD NEWS IS IF THERE'S NO CONSTRAINTS YOU COULD CONSUME, BUT THAT'S NOT WHAT YOU AGREED TO. 
          YOU AGREED TO SELF-LIMITING. 
          SO THAT SELF-LIMITING WE KNOW HAS DRAWBACKS. 
          UM, BUT IT MAY BE ANOTHER BRUTE FORCE METHOD TO BE ABLE TO OPEN THE DOOR TO THIS. 
          UM, SO I THINK THOSE ARE THE MAIN THINGS, WHETHER IT'S A NETTED, UH, BUT THE NETTED NETWORK DOESN'T WORK. 
          SO WHETHER IT'S THE SELF-LIMITING PRIVATE USE NETWORK WE DON'T KNOW ENOUGH ABOUT YET. 
          AND YOU KNOW, UM, AGAIN, AT THE NEXT MEETING WE CAN START TO GET MORE MARKET DESIGN PEOPLE INVOLVED TO CARVE OUT A LITTLE MORE TIME FOR THIS. 
          BUT AGAIN, WE DO WANNA GET BACK TO BATCH ZERO, SO OKAY. 
          WITH THAT WE'LL START TO WORK THE QUEUE. 
          CAN I JUST MAKE ONE QUICK COMMENT? YEP. 
          YEAH, IT WAS JUST THAT FOR, FOR THE, THE FRAMING THAT OF OUR PRESENTATION, WE WANNA BE CLEAR THAT THE LOAD ITSELF IS THE CLR. 
          IT'S NOT A CO-LOCATED BATTERY, IT'S NOT A CO-LOCATED GENERATOR IN OPERATIONS. 
          YOU MIGHT PLAN TO USE A BATTERY OR A CO-LOCATED GENERATOR TO ACTUALLY MANAGE THOSE CONSTRAINTS IN REAL TIME. 
          BUT THE COMPLIANCE TO B-A-C-L-R IS THE PRIVATELY ASSUMED RISK OF THE LOAD SAYING IF MY GENERATOR IS OUT AND THE SYSTEM DEMANDS THE CONDITIONS DEMAND THAT I CURTAIL, I WILL CURTAIL. 
          AND FRANKLY, FOR THIS, FOR THE SOLAR CURTAILMENT, USUALLY IT'S ERCOT IS CON CONCERNED ABOUT THE, THE LOADS OR THE GENERATORS RAMPING DOWN TOO FAST. 
          IT'S NOT ABOUT BEING TOO SLOW. 
          SO THAT'S JUST APPRECIATE IT. 
          THANK YOU. 
          ALRIGHT. 
          YOU BET. 
          SO WHAT I'M GONNA TRY TO DO, SO WE'RE GONNA HOLD THE QUEUE AS IT IS, WE'RE GONNA WORK THIS QUEUE AND THEN CALL IT DONE. 
          AND IF WE HAVE TIME AT THE END OF THE MEETING WE WILL TALK MORE CLR, BUT WE HAVE A FEW MORE MINUTES LEFT. 
          SO BILL BARNES, YOU'RE UP. 
          THANKS. 
          SO KIND OF WHAT, WHAT SAM WAS TOUCHING ON, UM, AND THERE IS A PRETTY BIG DIFFERENCE BETWEEN OPERATIONS AND PLANNING. 
          SO THAT JUST REALLY THE, 
          [03:45:01]
THE FOCUS HERE IS WHAT WILL YOU GUYS ACCEPT AS A EITHER CLR OR BYOG ARRANGEMENT FOR POSSIBLE INCLUSION IN BATCH ZERO? THAT'S ALL THAT WE CARE ABOUT AT THIS POINT. 
          AND SO I'M LOOKING AT SLIDE 36, WHICH IS A-G-C-L-R SLIDE AND I JUST WANNA MAKE SURE IT IS VERY CRYSTAL CLEAR WHEN YOU SAY THAT, UH, A CLR COMPOSED OF A LOAD PLUS ANY, ANY OTHER TYPE OF GENERATION, WHETHER IT BE BACKUP GEN, WHETHER IT BE IT'S NOT MODELED, ALL IT DOES IS OFFSET THE LOAD. 
          IT CAN'T EXPORT THAT IN PLANNING PURPOSES. 
          YOU WILL NOT COUNT THAT AS A CLR OR WE OR ARE YOU LOOKING AT WAYS TO POTENTIALLY DO THAT AT THIS TIME? WE ARE NOT CONSIDERING COUNTING THAT AS A CLR THAT THE, THAT COULD FALL UNDER THE BRING YOUR OWN GENERATION, UH, CONSTRUCT. 
          AND THAT MAY HAVE IMPACT ON HOW THAT PROJECT IS TREATED IN PLANNING, BUT IT WILL NOT BE THE SAME AS CLR. 
          AND THE OTHER THING I WANT TO EMPHASIZE, UM, I I'VE HEARD AT, AT THIS WORKSHOP AND THE PAST WORKSHOPS THAT THERE'S THIS, I'VE HEARD SEVERAL COMMENTS THAT SAY IF WE HAD A LOAD AND A NON-MODEL BATTERY THAT FUNCTIONS AS ACL R, UH, THE, THE PROTOCOLS REQUIRE THAT IF YOU ARE PLACING A BATTERY AT A TRANSMISSION CONNECTED LOAD, THAT THAT BATTERY HAS TO GO THROUGH THE INTERCONNECTION PROCESS AND BE MODELED. 
          THAT IS NOT AN OPTION THAT IS AVAILABLE UNDER THE CURRENT PROTOCOLS. 
          AND THAT'S PART OF THE REASON WHY WHEN I DID MY VOICEOVER THAT I SAID, YOU KNOW, TO DO SOMETHING LIKE A CONCEPT WHERE WE HAVE A, SOME KIND OF MIX OF LOAD AND GENERATION BEING CONSIDERED ACL R, THAT'S GONNA BE A MUCH HEAVIER LIFT, NOT JUST FROM A PROTOCOL STANDPOINT, BUT PROBABLY ALSO FROM A SYSTEM STANDPOINT TOO. 
          LIKE THERE THERE'D BE A LARGE NUMBER MORE CHANGES THAT WE NEEDED TO ACCOMPLISH THAT. 
          AND I THINK GIVEN THE COMPRESSED TIMELINE FOR IMPLEMENTING BATCH ZERO, UH, THAT THAT IS LIKELY GOING TO BE A REALLY FAR REACH TO DO AND ALSO INCLUDING BATCH ZERO. 
          IT'S NOT TO SAY THAT WE'RE NOT OPEN TO DISCUSSING SOME OF THESE CONCEPTS IN THE LONGER TERM, BUT I THINK WE ALSO HAVE TO BE MINDFUL OF THAT TIMELINE. 
          OKAY. 
          THAT'S, THAT IS, UH, THE VAST MAJORITY OF WHAT I WANTED TO CLARIFY BECAUSE I'M CONCERNED THAT WE ARE, WE'RE TRYING TO FORCE YOU ERCOT IN A DIRECTION THROUGH THE A CLR CONCEPT THAT YOU'RE NOT COMFORTABLE WITH, WHICH IS JUST GONNA WASTE TIME AND WE'RE GONNA END UP IN A SPOT WHERE WE'RE NOT ACHIEVING ANY OF WHAT WE WANT TO ACCOMPLISH AS PART, AS A PART OF THIS. 
          YEAH, I I, I WOULD CHARACTERIZE OUR, OUR, OUR COMFORT IS IN LOOKING FOR WAYS TO ACCOUNT FOR WHAT IS CURRENTLY POSSIBLE IN THE, THE MARKET AND IN REAL TIME OPERATIONS TO GIVE CREDIT FOR THAT IN PLANNING IF WE CAN ENSURE THAT THE LOAD IS ACTUALLY GONNA BEHAVE THAT WAY WHEN IT GETS TO OPERATIONS. 
          OKAY. 
          SO THEN THAT LEADS ME TO THE FEEDBACK THAT YOU'RE LOOKING FOR, WHICH IS NEXT SLIDE. 
          UH, THE QUESTION AT THE BOTTOM, SO WHAT SHOULD WE BE FOCUSED ON FOR BATCH ZERO? THE VAST MAJORITY OF THE ARRANGEMENTS THAT I HAVE HEARD FROM TALKING TO OTHER STAKEHOLDERS AND WHAT WE'RE LOOKING AT IS SCENARIO THREE OF BYOG. 
          THAT IS, THAT COVERS WHAT SAM DESCRIBED. 
          THAT COVERS EVERYTHING THAT I'VE HEARD AS A CLR UNLESS YOU'RE CRYPTO OR YOU'RE AN ELECTROLYZER. 
          SO IN TERMS OF PRIORITIZING RULES FOR POTENTIAL INCLUSION IN BAT ZERO, I THINK WE NEED TO LOOK AT SCENARIO THREE AND THAT IS REALLY HONESTLY NOT THAT DIFFERENT THAN WHAT WE'VE DONE FOR COGEN FACILITIES FOR 40 YEARS. 
          SO I'VE HEARD THE SELF-LIMITING CONCEPT, UM, THAT'S CERTAINLY HAS POTENTIAL, BUT WE WOULD LIKE TO KNOW AND HAVE MORE DETAIL IF POSSIBLE AT THE NEXT WORKSHOP ON HOW ERCOT COULD CONSIDER INCORPORATING SCENARIO THREE INTO BATCH ZERO. 
          WELL, AND I THINK WE SAW SCENARIO THREE IS THAT SELF-LIMITING TYPE THING RATHER THAN AS THIS CLR PIECE THAT WOULD YEAH. 
          BE GOING UP AND DOWN, SO, SO WE'D LIKE TO UNPACK THAT A LITTLE BIT MORE IF POSSIBLE. 
          OKAY. 
          YEP. 
          THANKS. 
          ALRIGHT. 
          ALRIGHT, SO STILL WE'RE IN THE QUEUE. 
          UH, EVAN NEIL EIL WAS LAN, I'M JUST A COUPLE QUESTIONS FOR A COUPLE DIFFERENT PRESENTERS AND MAYBE SOME ERCOT AND JUST WANNA SAY LIKE, THANKS FOR ALL THE OBVIOUSLY THOROUGH THOUGHT THAT WENT INTO THIS AND ALL THE DIFFERENT PRESENTATIONS. 
          UM, I THINK THE, THE CONTEXT BILL JUST LAID OUT WAS ALSO VERY HELPFUL AND WOULD AGREE WITH SOME OF HIS SENTIMENT ON THE BYOG. 
          UM, I GUESS THE FIRST QUESTION IS, I JUST, I THINK IT'S FOR SAM. 
          I MEAN SAM YOU TALKED A LOT ABOUT PROTECTING RATE PAYERS AND I JUST WANNA MAKE SURE I'M CLEAR ON WHAT THE PROPOSALS ARE. 
          ARE WE SAYING THAT FOR CLR LOADS WE'RE STILL GONNA BUILD AND PLAN FOR THE TRANSMISSION IN THE BATCH STUDY PROCESS? YEAH, SO THE IDEA IS THAT, UH, ALL LOADS WILL 
          [03:50:01]
GET FIRM SERVICE EVENTUALLY, BUT FOR THESE NETWORK UPGRADES THAT ARE BEING APPROVED, IT IS A SIGNIFICANT REDUCED RISK TO THE GENERAL RATE BASE, WHICH I GUESS, YOU KNOW, 11 5 8 4 8 1 IS NOT IN EFFECT YET. 
          SO THE TRADITIONAL WAY THAT TRANSMISSION IS PAID IS IT'S SOCIALIZED ACROSS THE ENTIRE RATE BASE. 
          SO SPENDING HUGE ON TRANSMISSION IS GREAT. 
          IF THERE IS A PROPORTIONAL INCREASE IN THE MEGAWATT HOURS SERVED, IT'S NOT GREAT IF THAT DOESN'T COME TO MANIFEST. 
          SO IF THAT LOAD ALREADY EXISTS BEFORE THE TRANSMISSION IS DELIVERED, THAT RISK IS COMPLETELY HEDGED FOR THE RATEPAYER. 
          WELL I I GUESS THAT'S, THAT'S WHERE I'M GETTING A LITTLE LOST. 
          'CAUSE IF WE'RE SAYING WE'RE GONNA BUILD THE TRANSMISSION, BUT THEN WE'RE ALSO SAYING THAT THE LOAD THAT'S GONNA COME ONLINE TECHNICALLY CANNOT BE SERVED DURING THE PEAK, THEN IT'S NOT ADDING TO THAT SOCIALIZATION. 
          THIS IS THE, THE INCREASE OF THE MEGAWATT HOURS THAT ARE BEING ALLOCATED TO THE RATE BASE. 
          SO I GUESS I'M JUST A LITTLE CONFUSED HOW THAT WE'RE PROTECTING RATE PAYERS THERE. 
          BUT  YOU'RE, YOU'RE SAYING BECAUSE OF THE EXISTING FOUR CP MECHANISM? YEAH, BECAUSE OTHERWISE YEAH, YOU KNOW, GOING OUTSIDE, I MEAN FOR THAT SPECIFIC PROJECT WE'RE ALL ABOARD PEOPLE PAYING THEIR FAIR SHARE, LIKE THERE SHOULD BE A NON COINCIDENT PEAK CHARGE. 
          UM, BUT I DIGRESS. 
          MY POINT IS ALSO THAT IF THERE'S BYOG THAT'S NOT CO-LOCATED, THAT LOAD'S NEVER GONNA CURTAIL FOR FOUR CP, IT'S JUST GONNA BE THE OTHER, YOU KNOW, REGIONAL GENERATOR THAT IT'S ACTUALLY ALLEVIATING THOSE CONSTRAINTS. 
          IT'S NOT GONNA BE THE LOAD ITSELF TRYING TO GAIN SOME SORT OF ECONOMIC ADVANTAGE WITH THE, WITH THE TRANSMISSION ALLOCATION. 
          OKAY. 
          I THINK WE CAN GET INTO THE WEEDS QUICKLY HERE AND I WANNA MOVE ON SPECIFIC TIME. 
          SURE. 
          BUT, BUT I, I THINK YOU ANSWERED MY QUESTION THAT, SO THANKS. 
          UM, I GUESS A QUESTION FOR ERCOT, ARE WE KIND OF CONSIDERING, UH, HOW WE ARE GUARANTEEING WE'RE NOT GONNA CREATE ANY NEW SOLS WITH THIS TYPE OF CONSTRUCT? I MEAN I I SPECIFICALLY WHAT YOU GUYS SAW ON YOUR SLIDE IS IT WAS BASICALLY LIKE AUTO AUTOMATICALLY APPROVED. 
          LIKE ARE THERE ANY GUARDRAILS ON THAT OR ARE WE KIND OF GONNA MAKE NEW FAR WEST TEXAS UH, SCENARIOS ? YEAH, I DON'T HAVE ANYTHING NEW TO SHARE ON THAT RIGHT NOW. 
          I WOULD EXPECT TO HAVE MORE COLOR AT A LATER WORKSHOP. 
          OKAY, GREAT. 
          APPRECIATE IT. 
          JUST THINK OF SOMETHING TO CONSIDER. 
          OKAY. 
          AND THEN, UM, JUST KIND OF LIKE THINKING FROM THE LAST QUESTION PLEASE. 
          IT IS , UM, E ERIC IS THE, WHAT YOU GUYS PROPOSE, IS THAT SOMETHING THAT WOULD HAPPEN AFTER UM, THE STUDIES HAVE BEEN DONE? SO YOU WOULD HAVE LIKE A FIRM ALLOCATION TO THE BATCH STUDY AND THEN YOU WOULD EXPLORE CLR PATHWAYS AFTER THE FACT? YES. 
          SO IN ORDER TO HAVE A TRANSMISSION PLAN, UM, YOU NEED TO UM, HAVE A TRANSMISSION PLAN , RIGHT? AND YOU EITHER GET THAT BECAUSE YOU'RE GOING THROUGH THE LARGE LOAD PROCESS OR YOU HAVE A TRANSMISSION PLAN THROUGH SOME OTHER MECHANISM TO GET YOU APPROVAL TO ENERGIZE. 
          OKAY, GREAT. 
          HELPFUL CLARIFICATION. 
          AND I, I THINK THAT'S ACTUALLY A REALLY ELOQUENT SOLUTION TO THIS THAT WOULD HELP MAKE THIS MOVE SMOOTHER WITH THE TIMELINES THAT WE'RE WORKING WITH. 
          UM, UNLESS THERE'S A REASON THAT ANYBODY ELSE HAS WHY IT SHOULD COME BEFOREHAND. 
          I LIKE ELOQUENT SOLUTIONS. 
          EVAN. 
          ALRIGHT. 
          JASON COX? YEAH, THANK YOU. 
          JASON COX WITH EQ ENERGY ADVISORS. 
          CAN YOU HEAR ME ALL RIGHT? YES, GO AHEAD. 
          ALRIGHT. 
          UM, UM, UH, WOULD LIKE TO GO BACK TO BILL BARNES COMMENT WHERE HE'S WANTING TO SEPARATE PLANNING FROM OPERATIONS. 
          THAT'S ABSOLUTELY CRITICAL. 
          AND MY FIRST QUESTION IS TOWARD THE MORE OF A STATEMENT ALONG THE OPERATIONAL LINE. 
          I THINK ERCOT SHOULD UH, HAVE THE CLR CONCEPT AS WELL AS THE SELF-LIMITING FACILITY CONCEPT AND LET PEOPLE PICK AND CHOOSE, YOU KNOW, WHICH FITS BEST FOR THEM. 
          'CAUSE I THINK OPERATIONALLY THEY BOTH WORK EVEN THOUGH THEY MAY TAKE VERY DIFFERENT SETUPS NOW TO THE PLANNING ST PART OF ALL OF THIS. 
          UM, A WHILE BACK IN THE LARGE LOAD, UH, THE FLEXIBLE LOAD WORKING GROUP, ERCOT HAD A POSITION THAT THERE WERE SOME CONTINGENCIES THAT THEY WERE STUDYING FOR THAT CURTAILMENT, WHETHER IT WAS MANUAL OR EVEN CLR WAS INSUFFICIENT TO SOLVE FOR. 
          HAS ERCOT THOUGHT THROUGH THAT POSITION AGAIN, IS THAT STILL THEIR POSITION? UH, OR HAS THE THINKING CHANGED SINCE THEN? HEY JASON, THIS IS AG UH, I THINK THAT'S SIMILAR TO THE QUESTION THAT EVAN JUST ASKED AND WE EXPECT TO HAVE, UH, MORE COLOR ON THAT AT A FUTURE WORKSHOP. 
          EXCELLENT. 
          THANK YOU VERY MUCH. 
          ALRIGHT, NEXT. 
          BOB KING. 
          WELL I THINK I'M GONNA CHANGE ONE THING AND JUST SAY I HOPE WE DO HAVE ANOTHER WORKSHOP. 
          GET INTO THIS MORE DETAIL. 
          'CAUSE I'M NOW THOROUGHLY CONFUSED ABOUT SOME THINGS, BUT ARE NEITHER OF 
          [03:55:01]
THE PROPOSALS FOR AN ONGOING CLR? SO, AND THAT'S I GUESS AG, WHEN YOU SAID YOU'RE NOT GONNA TREAT IT AS A CLR ON PLANNING, IT IS BECAUSE SAM IS SAYING NO, WE WANT FIRM EVENTUALLY. 
          SO THIS REALLY IS A TEMPORARY FIX. 
          IS THAT TRUE OF YOURS TOO? ERIC? I'M SORRY, I MISSED YOUR QUESTION, BOB. 
          YEAH. 
          ARE, ARE YOU LIKE SAM PROPOSING THAT YOU APPLY FOR FIRM TRANSMISSION CONNECTION BUT IN THE MEANTIME YOU CLR, UM, OR IS THERE A C NO, YOU HAVE TO GO THROUGH THE FIRM PROCESS AND GET APPROVAL TO ENERGIZE THROUGH ONE MEANS OR ANOTHER. 
          THAT'S NOT LIKE A SIDESTEP TO HAVING TO GET, UM, A TRANSMISSION PLAN. 
          WELL, LET ME TRY TO JUMP IN THE MIDDLE. 
          I THINK THE IDEA IS THE PLANNING STUDY WOULD COME BACK AND SAY YOU HAVE ALMOST NO LOAD, BUT THEN IF YOU'RE REGISTERED AS A CONTROLLABLE LOAD RESOURCE, YOU COULD OPERATE THERE AND THEN GO UP BEYOND THAT PERIODICALLY IN THAT CONSTRUCT. 
          SO YOU'VE PLANNED FOR, AND WE'LL APPROVE TRANSMISSION TO BUILD OUT EVENTUALLY. 
          SO THE PROJECTS ARE COMING, BUT THIS IS A BRIDGE SOLUTION FOR THAT THREE YEAR GAP UNTIL THE WIRES SHOW UP TO OPERATE AS A-C-L-R-I THINK IS WHAT, THROUGH ALL THE INTERVIEWS THAT I'VE HAD, THAT'S WHAT I KEEP HEARING IS WE'LL USE CR AS A BRIDGE. 
          IT'S NOT OUR FAVORITE, BUT THAT'S WHAT WE'LL DO. 
          RIGHT. 
          SO I WAS EVEN THINKING IF I GET, I'VE APPLIED FOR 500 MEGAWATTS AND AT THE END OF THE REPORT OF THE BATCH I'M TOLD I GET 70 MEGAWATTS AND THAT'S NOT ENOUGH TO REALLY BE ECONOMIC. 
          DO I HAVE A CHOICE THEN TO CHOOSE? OKAY, BUT HOW ABOUT CLR FOR THE REST OF IT? WELL, YEAH, IT COULD BE A CLR FOR THE TOP PART BEYOND 70 MEGAWATTS. 
          CORRECT? YEAH. 
          YEAH, THAT WOULD BE THE TIME THAT I COULD APPLY. 
          I DON'T KNOW ABOUT THE TIMING STUFF. 
          WE'LL WORK ON THAT LATER, BUT CONCEPTUALLY THAT'S WHAT WE'RE TRYING TO GET TO. 
          YES. 
          OKAY. 
          AND EVERYONE JUST HEARD IT, HE JUST SAID HE IS GONNA WORK ON THAT LATER. 
          ,  WRITE THAT DOWN. 
          I'LL SET UP ANOTHER MEETING. 
          ALL RIGHT. 
          AND THEN CAN YOU EXPLAIN TO ME WHY SAM IS NOT RIGHT THAT BRING YOUR OWN GENERATION CLR LOOK THE SAME FROM THE GRID POINT OF VIEW? I THINK WE DO THAT IN ERS FOR EXAMPLE. 
          I MEAN THERE ARE ES GENERATORS WHERE YOU'RE JUST MONITORING THE GENERATOR, BUT SOME ERS PARTICIPANTS ARE REALLY LOADS THAT HAVE BACKUP GENERATION THAT'S COMING ON. 
          YOU DON'T SEE THAT. 
          YOU JUST SEE REDUCTION IN DEMAND. 
          RIGHT. 
          I BELIEVE THE BIG DIFFERENCE IN ERS IS THAT IT'S, UH, SMALLER THAN A MEGAWATT, IT IS AN AGGREGATE OF A BUNCH OF LITTLE, LITTLE STUFF. 
          THIS IS 10 30, 50. 
          NOT NECESSARILY. 
          NO. 
          I'VE GOT A 10 MEGAWATT CUSTOMER IN ERS 9.9 OR 10, UH, NINE POINT. 
          NO, I, BECAUSE NUMBERS MATTER ON THAT ONE. 
          SO LET'S, LET'S SET THAT ASIDE. 
          I MEAN, WHAT WE'RE, SORRY, I DON'T MEAN TO CUT YOU OFF. 
          FINISH YOUR QUESTION. 
          NO, I, I YOU GOT THE QUESTION. 
          I'M TRYING TO UNDERSTAND WHY THEY COULDN'T BE UNDER ONE RULE. 
          IF THIS IS A BRIDGE THING AND YOU'VE GOT A GENER OR A, A LOAD THAT FINDS A WAY TO BE A CLR FROM THE POINT OF VIEW OF THE GRID IMPACT SEEMS LIKE YOU COULD FOLD THOSE TOGETHER. 
          BUT I HEAR WHAT YOU'RE SAYING. 
          YOU WANT TO BE ABLE TO MODEL THE GENERATION. 
          I GUESS I'M STILL NOT CLEAR THAT THAT CHANGES HOW IT OPERATES THOUGH, AND HOW SIGNALS COME TO IT FROM SC D FOR EXAMPLE. 
          WE NEED ANOTHER WORKSHOP. 
          OKAY. 
          YEAH. 
          AND TO ANSWER THE QUESTION DIRECTED AT ME FROM OUR PROPOSAL, NOTHING ABOUT THE BATCH PROCESS CHANGES. 
          THERE'S NO PROCEDURAL CHANGE TO BATCH ZERO IF YOU'RE IN THE BATCH ONE OR BATCH ZERO. 
          IT'S THE SAME PROCESS. 
          YOU JUST GET TO DECIDE IF YOU'RE GOING TO PRIVATELY ASSUME TRANSMISSION RISK BEYOND WHAT YOUR LCP SUGGESTS. 
          AND THEN OTHERWISE, TO ANSWER BOB'S QUESTION DIRECTLY, I KIND OF ACTUALLY WANT TO GET CLARIFICATION FROM ERCOT. 
          WHEN YOU TALK ABOUT BYOG, DOES THAT INCLUDE UNSYNCHRONIZED BACKUP GENERATION? DOES THAT NOT QUALIFY AS A CLR UNSYNCHRONIZED BACKUP GENERATION? SO, UH, UNSYNCHRONIZED BACKUP GENERATION THAT WILL NOT BE SYNCHRONIZED TO THE SYSTEM THAT IS NOT, UH, PART OF BRING YOUR OWN GENERATION. 
          WE'RE TALKING ABOUT LOADS THAT WOULD BRING SYNCHRONOUSLY CONNECTED GENERATION. 
          THANK YOU. 
          ALONG. 
          THAT'S MY CONFUSION. 
          ALRIGHT. 
          THAT'S WHAT WE'RE TRYING TO CLARIFY. 
          WHOSE QUESTION IS EXACTLY WHAT WE'RE, WE'RE TRYING TO FIGURE OUT HOW TO CLARIFY. 
          IS THAT ACL R? THE, THE WAY I'VE INTERPRETED WHAT HER KIND OF SAID, NOT TO JUMP IN, BUT I'VE INTENTIONALLY THOUGHT ABOUT THIS A LOT. 
          IT'S GONNA HAVE TO BE ANOTHER PROTOCOL REVISION TO HAVE A SITE THAT CAN HAVE A MIX OF DIFFERENT KINDS OF RESOURCES THAT'S DISPATCHABLE. 
          MAYBE IT HAS ITS OWN SITE PRICE. 
          I DON'T KNOW. 
          WE'LL HAVE, IT'S 
          [04:00:01]
A LOT OF THINKING THAT HAS TO GO INTO THAT. 
          I DON'T SEE HOW ERCOT WOULD CARE IF IT'S UNSYNCHRONIZED TO BE HONEST. 
          ALL RIGHT. 
          SO I'M GONNA REEL THIS IN. 
          WE'RE GONNA WORK THE LAST THREE QUESTIONS AND THEN GO ON. 
          UH, SHANNON TRYING TO MAKE THIS QUICK, UH, AGREED WITH BILL BARNES'S COMMENTS ON YOUR BYOG SCENARIO THREE. 
          THE G MINUS ONE N MINUS ONE, I REALLY THINK WE NEED TO SOLVE THAT NEEDS TO BE IN HERE BECAUSE IT'S JUST TRADITIONAL PLANNING AT THAT POINT. 
          UM, SO REALLY THINK THAT'S KEY. 
          I'M INTRIGUED WITH, UH, ERIC'S PRESENTATION AS A WAY TO, YOU KNOW, QUICKLY BRING ADDITIONAL TOOLS TO BEAR TO WHERE EVEN THE G MINUS ONE PIECE CAN BE PRIVATELY WORN. 
          I THINK THAT HAS A LOT OF MERIT, UH, AND WE SHOULD DEF THAT'S, AND IT SEEMS TO BE EASILY IMPLEMENTABLE. 
          I REALLY LIKE THAT. 
          UM, AND THEN LASTLY ON SAM'S PRESENTATION, WHILE I, I REALLY WAS INTRIGUED BY A LOT OF THE CONCEPTS HE'S LAID OUT, AND I WOULD LOVE TO EXPLORE IT IN ANOTHER WORKSHOP. 
          I WOULD POINT TO THE LAST SLIDE WHERE IT'S REALLY SHOWING HOW TRANSMISSION SPENDS GOING UP A LOT. 
          I I JUST WANT TO CAVEAT THAT WITH YES, BUT YOU GOTTA REMEMBER, LOAD IS GOING UP INSANE AMOUNTS AND THAT'S WHAT'S DRIVING IT. 
          AND TO THE DEGREE THAT THEY'RE THERE AND CONSUMING PRETTY, YOU KNOW, HIGHER THAN THE LOAD LOAD FACTORS WE HAVE TODAY, IT'S PROBABLY DRIVING RATES DOWN IN THE LONG RUN. 
          SO WE JUST GOTTA KEEP THAT IN MIND WHEN WE LOOK AT CHEER DOLLARS. 
          AND SHANE, YOU'VE GOT ME THINKING. 
          SO A HOMEWORK ASSIGNMENT OVER THE NEXT TWO HOURS, AND MAYBE THAT RELIEVES JEFF FROM SOME QUESTIONS IS, DO YOU GUYS WANT TO HELP US ASK THE RIGHT QUESTIONS AT THE END OF THE PRESENTATION TODAY OF WHAT DO YOU WANT TO SEE MODELED AS CLR COMBINATIONS OR GEN COMBINATIONS? I DON'T KNOW WHAT THAT LOOKS LIKE, BUT THAT THE LAST ITEM ON THE AGENDA WAS WORKSHOP TALKING ABOUT WHAT SURVEY SHOULD BE TO GET THE SIGNAL OF WHAT CONFIGURATIONS ARE THE MOST DESIRABLE FOR PEOPLE. 
          SO IN OTHER WORDS, WE CAN'T COME UP WITH 20 SCENARIOS AND NOT, WE CAN'T SOLVE THEM. 
          WHAT ARE THE TOP THREE? SO SHANNON, YOU TICKED THAT OFF IN MY HEAD, WHICH WAS OH YEAH. 
          G YOU KNOW, GENERATORS PLUS, UM, LOAD G MINUS ONE AND MINUS ONE. 
          SO IF Y'ALL THINK ABOUT THOSE QUESTIONS, WE CAN PUT 'EM IN THE SURVEY AT THE END OF THE DAY HERE. 
          OKAY. 
          SO GONNA CLOSE THE QUEUE WITH, WHERE ARE WE AT, SHANNON? OKAY, BRANDON, AND THEN JESSE. 
          AND THEN WE'RE GOING BACK TO OUR REGULARLY SCHEDULED PROGRAM, BRANDON BRICKLEY. 
          ALL RIGHT. 
          THIS IS BRANDON BRICKLEY, REGIS ENERGY. 
          UH, QUESTION FOR SAM. 
          UH, IF YOU COULD WALK THROUGH AGAIN, JUST ONE OF THOSE SCENARIOS. 
          I THINK THAT, UM, WHAT BOB WAS ASKING IS SAME, SAME VEIN AS WHAT HE WAS ASKING. 
          IF YOU COULD WALK US THROUGH, LIKE, SO IF SOMEBODY IN YOUR MIND THEY APPROACH WITH A 500 MEGAWATT REQUEST, THEY GO THROUGH THE BATCH PROCESS, EVERYTHING WE TALKED ABOUT THIS MORNING PLAYS OUT EXACTLY THE WAY IT WOULD, AND THEN WHAT'S DIFFERENT FROM A TIMEFRAME, AND THEN ARE THEY JUST SUBJECT TO THE PRICE SIGNALS AT THAT POINT? IS IT JUST THAT'S THE, THE DOWNSIDE OF IT IS IF THE TRANSMISSION'S NOT BUILT THROUGH YOUR LIKELY TO HAVE CONGESTION AND THEREFORE HIGHER PRICES DURING CONGESTED TIMES. 
          OKAY. 
          SORRY, THAT'S GONNA BE MORE THAN A COUPLE MINUTES. 
          UM, SO IF Y'ALL WANT TO HIT THE BREAK, THAT'D BE GREAT. 
          AND AGAIN, WHEN WE DO A WORKSHOP, LET'S WALK DOWN AND ALL THAT, BUT I FELT LIKE IT WAS LIKE, LET'S DO IT ALL AGAIN. 
          AND I WE DON'T HAVE TIME, SO, BUT IT WAS A LOT. 
          UM, AND LAST QUESTION IS JESSE GOSA. 
          HEY. 
          OH, SORRY. 
          UH, SHORTENING THE QUESTION. 
          HOPEFULLY ENOUGH HERE. 
          UH, GREAT PRESENTATIONS ALL THE WAY AROUND, UH, JESSE GOSSET, FOUNDER OF VWI. 
          UM, OUR UNDERSTANDING OF THE CURRENT STATUS QUO IS THAT STEADY STATE THERMAL LIMITS AND POST CONTINGENCY STEADY STATES AND SOLS CAN BE MANAGED THROUGH SCED 15 MINUTES AND UNDER ECONOMICALLY. 
          UH, YES, THERE MIGHT BE SOME GREATER DYNAMIC STABILITY OR CASCADING TYPE UPGRADES THAT ARE TRIGGERED THROUGH THESE STUDIES, UH, THAT CANNOT BE MANAGED THROUGH SCED. 
          AND MAYBE THAT'S A WAY OF BIFURCATING THE, THE SORT OF, UM, UH, THE HARD, THE HARD CAP IF YOU WILL. 
          UH, AND SO PLAYING OUT THE SCENARIO, A 200 MEGAWATT REQUEST ONLY, OR, WELL, LET'S SAY A 400 MEGAWATT REQUEST CAN GET 200 FIRM THROUGH BATCH ZERO, UH, A HUNDRED ADDITIONAL OF THAT IS THE FIRST TWO CATEGORIES MANAGEABLE THROUGH SC COULD BE C-L-R-C-L-R, UH, UH, ENABLED. 
          AND THEN THE LAST A HUNDRED IS THAT FIRM INTERLOCK WHERE, SORRY, WE JUST CAN'T GIVE IT TO YOU. 
          IT CAN'T BE MANAGED THROUGH SC UNLESS THERE'S A PAS OR SOMETHING IMPLEMENTED. 
          UM, ALL OF THIS, I THINK IN A LOT OF THE COMMENTS THAT WE'VE HEARD TODAY, REALLY BOILED DOWN TO WHEN CAN YOU GET THAT CLR DESIGNATION. 
          AND I THINK MY UNDERSTANDING, AND FROM WHAT I'M HEARING FROM WHAT I'M HEARING, A LOT OF SIDELINE CONVERSATIONS IS THAT THAT ABILITY TO DESIGNATE FOR THE NON FIRM GRANTED PORTION AFTER YOUR BATCH ZERO STUDY COMES OUT TO ENABLE AS MUCH ENERGY ENERGIZATION AS POSSIBLE IS GONNA BE ESSENTIAL. 
          BECAUSE I HAVE HEARD A LOT OF SIDELINE CONVERSATIONS THAT ARE TO THE EFFECT OF, NOBODY'S GONNA BE HAPPY WITH THE, THE, THE FIRM ALLOCATION AMOUNTS. 
          UH, AND THE WAY WE SEE THE MARKET IS THAT THERE ARE PRIVATE MITIGATIONS 
          [04:05:01]
FOR CLR DESIGNATED LOADS WHO GO DOWN THAT ROAD, BECOME ACL R, AND THEN BRING THEIR OWN MITIGATION IN A PRIVATE MANNER WHILE THOSE UPGRADES ARE BUILT. 
          AND, UH, I THINK THE QUESTION FOR, FOR AIRCO, AND MAYBE THIS IS A CRAZY IDEA OUTTA LEFT FIELD, BUT I KICK MYSELF OF IT AND ASK IS, CAN WE GO AS FAR AS TO ALLOW FOR THAT DESIGNATION FOR THIS BOARD MEETING IN JUNE SO THAT WE CAN ENSURE THAT IT'S CAPTURED IN THIS BATCH ZERO PROCESS WITH MAYBE SOME STRAGGLER CONCERNS THAT ARE TO BE FIGURED OUT LATER. 
          EVERYBODY LOVES KICKING THE CAN DOWN THE ROAD. 
          THEY GIVE US THE ABILITY TO SAY, YOU CAN DESIGNATE AS ACL R, WE HAVE TO FULLY UNDERSTAND THE IMPLICATIONS OF THAT. 
          SO MAYBE YOU CAN'T ENERGIZE THAT CLR COMPONENT UNTIL WE FIGURE OUT SOME ADDITIONAL PROCEEDINGS IF NECESSARY, DEPENDING ON MAYBE THE FLAVOR. 
          UM, BUT AT LEAST PULL THAT DESIGNATION, SORT OF QUALIFYING EVENT TO ENSURE THAT BATCH ZERO, WHICH IS A MASSIVE AMOUNT OF LOAD, DOESN'T EFFECTIVELY FALL OUT OF THIS FLEXIBLE SITUATION GIVEN THAT WE ALREADY HAVE AN INTERIM FLEXIBLE LARGE LETTER INTERCONNECTION PROCESS THAT WE'RE EFFECTIVELY TRANSITIONING INTO A FUTURE CLR ENABLED WORLD. 
          SO IT ALMOST FEELS LIKE BY NOT DOING THAT, WE'RE DISA DISADVANTAGING BATCH ZERO. 
          UH, YES, GOOD QUESTION. 
          I THINK THAT'S WHY IT'S, THE WORKSHOPS LEADING UP TO THE BOARD APPROVAL IS WHETHER OR NOT WHAT ELEMENTS OF A CLR ARE IMPLEMENTABLE OR NOT IMPLEMENTABLE WITHIN THE TIME THAT IT ACTUALLY ENERGIZES ALSO. 
          SO THERE'S THE BATCH NEEDS TO RUN AND THEN THERE'S THE SYSTEMS ARE LIVE AND RUNNING AND MAKING SURE THAT THAT GAP ISN'T TOO FAR AWAY. 
          SO, EXACTLY. 
          YEAH. 
          THANK YOU. 
          AND, AND I, I'LL MAKE JUST AN ADDITIONAL COMMENT ON THIS BECAUSE YOU KNOW, THE, I I THINK, YOU KNOW, I'M HEARING FROM STAKEHOLDERS THIS, THE, THE REAL INTEREST IN THIS IS THAT THERE'S THE POTENTIAL TO CONNECT MORE MEGAWATTS SOONER THAN WE WOULD OTHERWISE. 
          BUT, UM, I'D URGE YOU ALL TO KEEP IN MIND THAT FROM THE ERCOT SIDE, WE ARE ARE GIVING CREDIT. 
          YOU KNOW, IF WE GET GET TO THIS POINT WHERE WE'RE CREDITING CLRS IN PLANNING, WE ARE CREDITING THAT AS PART OF OUR MEETING, OUR NERCA OBLIGATIONS. 
          AND SO, UM, I DON'T THINK WE CAN REALLY CREDIT A-A-C-L-R WITHOUT REALLY KNOWING WHAT THAT'S GOING TO MEAN WHEN WE GET TO OPERATIONS. 
          AND SO, UM, YOU KNOW, I THINK THERE IS POTENTIAL THAT WE MAY BE ABLE TO WRITE THE NPRR IN SUCH A WAY THAT THE PLANNING PART CAN BE UNBOXED BEFORE THE OPERATIONS SYSTEM CHANGES ARE IN PLACE. 
          THAT IS POSSIBLE. 
          I'M NOT COMMITTING TO THAT, BUT THAT, BUT I DON'T THINK WE CAN AGREE TO SAY A LOAD THAT DECLARES IS GOING TO BE A CLR IN IS GIVEN CREDIT AND PLANNING WITHOUT KNOWING WHAT THAT REALLY MEANS IN TERMS OF THE PILLARS THAT I LAID OUT IN MY SLIDE WHEN IT GETS TO OPERATION, I THINK IT'S ALL GOTTA BE IN THAT, THAT, THAT REVISION REQUEST THAT DEFINES THE, THE WHOLE THING BEFORE WE CAN DO IT. 
          ALRIGHT. 
          AND THAT, OOPS, OKAY. 
          JUST REAL QUICK FOLLOW UP. 
          YEP. 
          PLEASE. 
          IS AREN'T WE ASSUMING THAT THE ENTIRETY OF THE LOAD FULLY ENERGIZED BY 2030 IS FIRM LOAD IN THE BASE CASE CONTINGENT ON THOSE UPGRADES? MAYBE I'M MISSING SOMETHING IN THE EXPECTATION FROM A STUDY STANDPOINT. 
          UH, THE, I WAS SPEAKING MORE TOWARDS THE, WE, WE NEED TO DEFINE THOSE PILLARS THAT I LAID OUT. 
          SO, UH, HOW DO WE ENSURE THAT THE CLR IS GOING TO BE DISPATCHED IN OPERATIONS AND NOT JUST ALLOW THE CONSTRAINTS TO VIOLATE, UH, WHAT DOES IT MEAN TO BE EFFECTIVELY OBLIGATED TO REMAIN A CLR IN OBLIG IN OPERATION? UM, AND, UH, I, I'M BLANKING ON THE THIRD ONE, BUT YOU, YOU GET, GET WHERE I'M GOING. 
          UM, THOSE ARE THE THINGS THAT HAVE TO BE DEFINED. 
          UM, THE OPERATIONAL RULES AROUND CLR, THOSE DO EXIST, BUT CURRENTLY THERE'S NO OBLIGATION TO BE A CLR AND EVEN AFTER NPR 1188, THERE'S NOTHING TO PREVENT A LOAD FROM DEREGISTERING AS A CLR ONCE IT GETS TO OPERATION. 
          AND SO WE HAVE TO CLOSE THOSE GAPS I LAID OUT BEFORE WE CAN, WE CAN ALLOW FOR DESIGNATION AND TREATMENT AND PLANNING. 
          ALRIGHT, GREAT CONVERSATION. 
          UH, COREY, CAN YOU DO ME A FAVOR AND LOAD UP THE QUEUE? SO WE HAVE 24 MORE QUESTIONS FOR JEFF. 
          WELCOME BACK, BUD. 
          WE MISSED YOU. 
          WE SOLVED WORLD'S PROBLEMS. ALL RIGHT, THAT'S GREAT. 
          WHEN BOSSES ARE HERE, WE CAN DO A LOT. 
          NO, I'M KIDDING. 
          . 
          ALRIGHT, SO COREY, IT IS LOADED UP. 
          ALRIGHT, SO IF YOU WANT TO JUMP IN THE QUEUE, WE'RE STARTING FROM WHERE WE LEFT OFF TWO HOURS AGO. 
          AND IF YOU HAVE NEW QUESTIONS FOR JEFF RELATED TO THIS, I WANNA KEEP THE DOOR CLOSED ON I, JEN AND CLR STUFF UNTIL THE END OF THIS QUEUE. 
          SO PLEASE, UH, WE'RE GONNA STAY IN THIS TOPIC FOR THE FORESEEABLE FUTURE. 
          UH, VJ PLEASE GO AHEAD AND GRANT, THAT'S TWO HOURS AGO, SO WE MAY HAVE LOST SOME OF THESE PEOPLE. 
          CAMERON, GO AHEAD. 
          CAMERON IS COMING TO THE MICROPHONE IN THE ROOM. 
          DRAMATIC ENTRANCE. 
          THANK Y'ALL FOR WAITING FOR ME TO GET TO THE MICROPHONE. 
          [04:10:01]
UM, IT'S GOOD TO SEE Y'ALL CAMERON, WITH THE DATA CENTER COALITION. 
          UH, FIRST BEFORE, BEFORE I MOVE ON TO MY ACTUAL QUESTION, I JUST WANTED TO MENTION, UM, I APPRECIATE Y'ALL'S WORK THAT YOU'VE DONE ON THIS. 
          I THINK WE'RE MOVING TOWARDS A MATURITY AND, UH, MATURE FOCUSING ON PROJECTS THAT ARE THE MOST MATURE AS WELL AS, UH, FINANCIALLY READY TO COMMIT TO BUILDING, IF NOT HAVE ALREADY. 
          AND SO I, I WOULD CONSIDER SOME OF ERIC'S COMMENTS EARLIER, UM, ON, ON ON THAT PIECE. 
          UM, AND DURING THIS DISCUSSION, MY SPECIFIC QUESTIONS ON SLIDE 28, UM, AND, AND HOW YOU WOULD DEFINE ERCOT INTERIM, UM, LARGE LOAD, UH, INTERCONNECTION STUDY PROCESS, PARTICULARLY ON STEADY STATE AND STABILITY STUDIES. 
          UH, FOR THOSE THAT HAVE BEEN RESTUDIED SEVERAL TIMES, UM, WOULD THEY HAVE AN OPPORTUNITY, UM, PRIOR TO THE WINDOW CLOSING, UH, TO BE CONSIDERED IN THE BASE LOAD? SO I, I'M JEFF, FEEL FREE TO CORRECT ME, BUT I BELIEVE DURING YOUR PRESENTATION YOU SAID THAT THE DATE FOR MEETING COMMITMENT CRITERIA WOULD BE TBD, BUT IN THE FUTURE, SO, UH, WE'LL, WE'LL LIKELY HAVE MORE CLARITY ON THAT, UH, BY NEXT WEEK. 
          OKAY, THANK YOU. 
          ALRIGHT, NEXT BERNARDO. 
          HI, BERNARDO FROM SERENA. 
          SO GIVEN THAT, UM, AS WE DISCUSSED IN OTHER WORKSHOPS THAT DIFFERENT TSPS, UM, THEY'RE NOT APPLYING CONSISTENT TIMELINES REGARDING THE START OF STUDY STATES AND STABILITY STUDIES, I WAS WONDERED WHY, UH, WE SHOULD NOT CONSIDERING AS A CUTOFF THE DATE THAT WAS SUPER SUBMITTED, THE, THE REQUEST FOR STARTING THE STUDIES INSTEAD OF THE STUDIES FINALIZED. 
          SO I'D LIKE TO TO HER TO HEAR COMMENTS ABOUT YOU ABOUT THIS, PLEASE. 
          YEAH, SO, UM, IT, IT LET ME KNOW IF I'M MISSING YOU HERE, BUT I, I THINK THAT IT'S, UM, OUR, OUR GOAL IS NOT, UH, IT, IT, IT'S NOT LOOKING AT WHEN SOMEBODY STARTED A STUDY OR FINISHED THE STUDY. 
          OUR, OUR GOAL IS TO LOOK AT IS THE STUDY THAT WE HAVE VALID? DOES IT TELL US IF THE LOAD CAN RELIABLY CONNECT OR NOT? AND AND I THINK THAT'S, UM, NOT AS DEPENDENT. 
          THERE'S OBVIOUSLY SOME DEPENDENCIES THERE ON WHEN THE STUDY WAS STARTED. 
          UH, YOU KNOW, LIKELY IF IT'S TWO OR THREE YEARS OLD, THINGS HAVE CHANGED AND, AND IT MAY NOT BE VALID. 
          BUT, UM, YOU KNOW, I I I THINK OUR, AGAIN, OUR GOAL IS, IS NOT JUST LOOKING AT A DATE, BUT IT'S LOOKING AT IS THE STUDY VALID? YES. 
          UM, BUT HOW TO ADDRESS THIS THAT DIFFERENT TSPS THEY, THAT THERE ARE SOME TSP THAT THEY ARE WAITING FOR SOME DISCUSSIONS AND SOME, UH, GUIDANCE IN ORDER TO START THE STUDIES. 
          WELL, JEFF, MAYBE I CAN YEAH. 
          WEIGH IN ON THIS ONE. 
          UM, SO I THINK MAYBE A COUPLE POINTS THAT I WOULD MAKE, IN ADDITION TO WHAT JEFF HAS SAID, UH, IN GENERAL, UH, ERCOT HAS NO VISIBILITY ABOUT, UH, THE INDIVIDUAL TSP PRACTICES FOR HOW THEY HANDLE THESE REQUESTS. 
          REALLY WHAT WE HAVE VISIBILITY IS WHEN THEY ARE SUBMITTED TO ERCOT. 
          I'D ALSO ADD, YOU KNOW, WE, WE DON'T HAVE THE, THE LARGE LOAD QUEUE GRAPH THAT WE SHOW HAVE BEEN SHOWING ATTACK WE'RE GONNA BE SHOWING AT LLWG GOING FORWARD. 
          BUT, UM, YOU KNOW, THERE'S, THERE'S THAT CONSISTENT LARGE ORANGE SECTION OF WHAT PEOPLE CALL PHANTOM LOAD. 
          UM, SOME OF THOSE REQUESTS ARE QUITE OLD. 
          UH, YOU KNOW, WE, WE IN RECENT, YOU KNOW, IN RECENT MONTHS HAVE HAVE GONE THROUGH AND CLEANED, CLEANED SOME OUT, BUT SOME PROJECTS GET SUBMITTED AND THEN NEVER MAKE FORWARD PROGRESS. 
          AND THEN WE HAVE OTHER PROJECTS THAT GET SUBMITTED LATER AND MOVE FORWARD VERY QUICKLY. 
          AND SO, UH, I THINK IT IS DIFFICULT FOR THAT DATE SUBMITTED TO FIRST OF ALL BE MEASURED RELIABLY, BUT THEN ALSO, UH, IT IS NOT NECESSARILY REPRESENTATIVE OF EVA WHETHER THE RELIABILITY HAS BEEN EVALUATED OR WHETHER THE PROJECT HAS EVEN MOVED FORWARD AT ALL. 
          SO, UM, WE, WE'VE TRIED TO GEAR THESE, UH, CRITERIA BASED ON THE RELIABILITY OF THE SYSTEM, WHETHER THAT'S BEEN ASSESSED, UH, AND THEN WHETHER OR NOT THE PROJECT HAS MET OBJECTIVE MILESTONES TO DEMONSTRATE FORWARD PROGRESS. 
          AND SO THAT, THAT'S HOW WE'VE STRUCTURED IT. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, NEXT, UH, PRASHANT. 
          HEY, UH, THIS IS A QUESTION, UH, FROM 
          [04:15:01]
BLACK MOUNTAIN. 
          UM, I HAVE A QUESTION, UM, ON SLIDE ON THE FLOW CHART. 
          I I CAN JUST GO TO THE FLOW CHART THAT YOU GUYS HAD. 
          YEAH. 
          SO FOR INCLUSION IN THE BAD ZERO AS BASE LOAD, WHY IS AIRCO NOT CONSIDERING THE, THE LAWS THAT HAVE BEEN CONSIDERED FROM THROUGH THE CURRENT PLANNING PROCESS? I MEAN,  IS TELLING CURRENTLY IN EVERY MEETING THAT THE CURRENT PLANNING PROCESS IS EFFECTIVE. 
          AND BASICALLY ALL THE LOADS SHOULD PROCEED THROUGH THAT. 
          SHOULD ALL THE LOADS THAT ARE, THAT HAVE MET ALL THIS 9.5 REQUIREMENTS CONSIDERED FORM SHOULD AUTOMATICALLY BE, UH, INCLUDED IN THE BATCH ZERO AS BASE LOAD INSTEAD OF BASICALLY, UH, THE REASON I ASK IS, I MEAN, IT'S NOT EASY TO MEET THE CURRENT, UM, 9.5 REQUIREMENTS. 
          WE COULD, WE ARE EXPOSED TO 50 60 MILLION DEPENDING ON THE LOCATION OF THE PROJECT. 
          AND ESPECIALLY THERE ARE TWO ONE SEPARATE TSP AND A DSP. 
          AND ADDING TO THAT, IF YOU'RE BASICALLY ASKING ANOTHER A HUNDRED K PER MEGAWATT, IT, IT IS CONSIDERED MORE OR LESS LIKE A DUPLICATIVE COST, UH, FROM THE DEVELOPERS AND IT JUST PUTS A LOT OF ADMINISTRATIVE BURDEN FOR A RECORD AS WELL. 
          SO, AND IT BASICALLY DISCOURAGES ALL THE FIRM LOADS FROM THE PR ONE 15 TO GET INTO THE MARKET IN AN ACCELERATED FASHION. 
          SO, UM, WE REQUEST  TO BASICALLY CONSIDER THE FIRM LOADS THROUGH THE CURRENT PLANNING CRITERIA TO AUTOMATICALLY GET INCLUDED IN THE BAD ZERO AS BASE LOAD. 
          AND THIS COULD ALSO HAVE SOME ADVANTAGES BECAUSE IF YOU'RE BASICALLY FUNNELING EACH AND EVERY PROJECT INTO BAD ZERO WITH CURABLE LOAD OR LOAD ALLOCATION AMOUNTS, AT THE END OF THE DAY, THERE COULD BE SEVERAL OF THOSE PROJECTS AND NONE OF THEM CAN GET BUILT BECAUSE ALLOCATION COULD BE FUNNEL 50, MEGAWATT HUNDRED MEGAWATT, THAT CAN MAKE PROJECTS INFEASIBLE. 
          THANKS FOR YOUR, UH, QUESTION AND COMMENT PRASHANT. 
          UM, SO, UH, I THINK THIS IS SIMILAR TO THE QUESTION BROTH ASKED EARLIER THIS, THIS MORNING. 
          UM, I I WANTED TO EMPHASIZE AGAIN THAT THE CURRENT PROCESS REMAINS IN EFFECT. 
          UM, YOU KNOW, AS, AS, AS WE SAW AFTER THE FEBRUARY 3RD WORKSHOP, WE HAVE NOW MOVED IN A COM SIGNIFICANTLY DIFFERENT DIRECTION FROM WHAT WE PRESENTED ON FEBRUARY 3RD. 
          AND, YOU KNOW, THERE THERE'S MORE ROAD TO TREAD HERE. 
          UM, I, I, I THINK THE QUESTION THAT BOTH YOU AND AND BROTH HAVE RAISED ABOUT WHAT IMPACT 9.5 COMPLIANCE SHOULD HAVE IN THE CHART THAT WE'VE GOT UP ON THE SCREEN IN LIGHT OF THE UPCOMING 58 41, UH, RULE MAKING, I, I DON'T THINK WE CAN GIVE A MORE DETAILED ANSWER THAN WHAT WE'VE ALREADY SAID IN RESPONSE TO THIS QUESTION, WHICH IS WE'RE GONNA NEED TO TAKE IT BACK AND, AND THINK ABOUT IT A LITTLE BIT MORE. 
          UM, BUT WE CAN BRING THAT BACK TO THE NEXT WORKSHOP. 
          AND IN THE MEANTIME, THE CURRENT PROCESS IS STILL THE CURRENT PROCESS AND PROJECTS, UM, THAT IS THE PATH FOR CONTINUING FORWARD. 
          IT MAKES SENSE. 
          THANK YOU FOR CONSIDERING THAT REQUEST. 
          UH, ONE FOLLOW UP QUESTION IS FOR THE BATCH ZERO, UM, UH, THE INTERMEDIATE CRITERIA REQUIREMENT, UM, IT'S STILL LIKE A HUNDRED K PER MEGAWATT, UH, UH, SINCE THE LOAD AMOUNT WILL NOT BE KNOWN UNTIL THE STUDIES ARE COMPLETE. 
          UH, AND AGAIN, THIS GOES BACK TO THE RULE MAKING PROCESS. 
          UM, SO OUR FEEDBACK IS TO BASICALLY PUSH THAT A HUNDRED K PER MEGAWATT TO THE POST STUDY, OUR COMMITMENT WINDOW. 
          SO, AND BASICALLY REPLACE THAT WITH MAYBE EIGHT K OR 10 K PER MEGAWATT LOAD REQUEST, UH, FILING FEE TO GET INTO THE LOAD, BUT MOVE THAT A HUNDRED K PER MEGAWATT TO THE POST STUDY BECAUSE NOBODY IS GONNA FINANCE A PROJECT JUST WHERE IT REQUIRES A HUNDRED K JUST FOR PUTTING AN APPLICATION. 
          AND THE HOW MUCH AMOUNT OF LOAD YOU GET WHEN YOU GET IS UNKNOWN. 
          YEAH. 
          SO I APPRECIATE THE COMMENT. 
          UM, I HOPE, UM, DALE'S NOT UPSET ME, UPSET WITH ME, BUT I'M, I'M GONNA SAY I, I THINK THAT IS A COMMENT FOR THE COMMISSION IN THE 58 41, UH, RULEMAKING BE BE BECAUSE REALLY WHAT WE WANT TO DO IS JUST, UH, REPLICATE WHATEVER IS IN THAT RULE. 
          WE'RE GONNA ADOPT THAT. 
          ALL RIGHT, WE'LL MOVE ON TO HANE STRADER. 
          HEY, THANK YOU. 
          UM, TWO, TWO QUICK QUESTIONS. 
          ONE IS A CLARIFICATION ON, UM, I THINK QUESTION CAMERON WAS GETTING AT, IF YOU GO TO SLIDE 28 REAL QUICK, UNDERSTOOD THAT THE DATES OF WHEN 
          [04:20:01]
THINGS CLOSE ARE STILL TBD, BUT IN THESE FIRST TWO BULLETS WHEN IT REFERENCES ERCOT INTERIM LLI PROCESS AND LOADS OPERATIONAL BEFORE THAT, WHAT IS ERCOT INTERIM LLI PROCESS AND WHEN DID THAT START? SO THAT REFERS TO THE INTERIM PROCESS THAT WAS ESTABLISHED BY MARKET NOTICE. 
          I BELIEVE IT WAS, UH, MARCH 25TH, 2022, UM, BUT SOMETIME IN MARCH OF 2022. 
          UM, AND THAT PROCESS WAS THE EFFECTIVE PROCESS UNTIL THE IMPLEMENTATION OF PLANNING GUIDE SECTION NINE, UH, ON DECEMBER 15TH OF LAST YEAR. 
          GOT IT. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, SECOND QUESTION, UM, IS JUST WHEN, UM, IF YOU GO TO THESE FOLLOWING BULLETS, IF YOU HAVE FACILITIES, SO LIKE IF YOU LOOK AT MOST OF AN INTERCONNECTION AGREEMENTS, THERE ARE INSTANCES WHERE A UTILITY MAY HAVE BEEN DELAYED IN SERVING YOUR LOAD RELATIVE TO THE LOAD RAMP THAT WAS ORIGINALLY APPROVED. 
          IT'S NOT YOUR FAULT. 
          UM, AND THERE'S LOTS OF EXAMPLES OF CONSTRUCTION DELAYS THAT HAVE IMPACTED LOAD CONSUMPTION THAT MAY BE A YEAR 18 MONTHS OFF. 
          I'M NOT TALKING ABOUT STUFF THAT'S JUST SITTING THERE NOT BEING BUILT, NOT HAPPENING, BUT STUFF THAT LITERALLY HAS DYNAMIC SITUATIONS THAT THOSE, YOU KNOW, BILLIONS OF DOLLARS IN MANY CASES HAVE ALREADY BEEN SPENT TO HIT THE LOAD THAT'S BEEN PREVIOUSLY DEDICATED IS CAN THERE BE A MORE NUANCED WAY, UM, THAN SIMPLY LOOKING AT THE METER AND SAYING, HEY, YOU DIDN'T HIT THE LOAD THAT WAS IN THE LOAD RAMP. 
          BECAUSE I FEEL LIKE, LIKE WE COMMUNICATE WITH THE TDS PS ON OUR PROJECTS VERY PROACTIVELY AND THEY HAVE R LO'S AND THERE ARE LOTS OF CLAWBACK RULES, BUT, UM, YOU KNOW, WE'RE, WE'RE, WHEN WE HAVE DELAYS, WE TRY TO COMMUNICATE THAT AND SOMETIMES WE'RE AHEAD OF SCHEDULE, BUT, YOU KNOW, I THINK I JUST HAVING A SOMEWHAT DRACONIAN POLICY CONCERNS ME. 
          OKAY. 
          APPRECIATE THAT FEEDBACK. 
          I THINK WE CAN, WE CAN CAPTURE THAT FOR, FOR, UH, INTERNAL DISCUSSION. 
          THANKS. 
          ALRIGHT, NEXT QUESTION. 
          BILL BARNES. 
          HEY JEFF. 
          UH, SLIDE 32 PLEASE. 
          SO A LOT OF TBDS ON HERE. 
          THIS IS THE, BASICALLY YOU'RE, YOU'RE IN FLIGHT AND NOT DONE. 
          SO KIND OF RIGHT ON THE LINE. 
          SO THE, THE TBDS ARE REALLY GOING TO DETERMINE LIKE WHERE WHERE YOU FALL. 
          YEP. 
          UH, AND I KNOW YOU GUYS ARE, YOU'RE STILL THINKING ABOUT WHAT THAT IS, BUT ARE YOU LEANING MORE TOWARDS, UH, EARLY SUMMER? LIKE DO SHOULD WE EXPECT THE TBDS HERE TO BE AFTER LIKE MAY 1ST? UM, NOT GONNA COMMIT TO THAT. 
          I'LL SAY THAT'S WHERE I'M LEANING IS YEAH, IT'S, IT'S PROBABLY LATE SPRING, THE SUMMER. 
          I THINK THAT'S THE TIMEFRAME THAT WE'RE LOOKING AT RIGHT NOW. 
          GREAT. 
          THANKS. 
          ALL RIGHT, NEXT IS EIL. 
          OKAY. 
          EBONEE WITH LAND SAM, I GOT A, A FEW THINGS I WANNA TALK ABOUT AND THEN I'M GONNA HOLD JEFF HONEST TO THE ONE HE TOLD ME TO ANSWER EARLIER. 
          SO THAT DOESN'T COUNT TOWARDS MY THREE , UM, . 
          SO, SO I GUESS MAYBE SLIDE 27 WOULD BE A GOOD PLACE TO START. 
          UM, OKAY. 
          SO IS, IS MY UNDERSTANDING CORRECT THAT FOR LOADS THAT HAVE BEEN GOING THROUGH THE INTERIM PROCESS, LIKE SAY THEY WENT THROUGH IT IN 2022 WHEN IT STARTED AND THEY GOT AN APPROVAL FOR YEARS, YEARS OUT, UM, AND THEY SIGNED A CONTRACT AND THEY, UH, PUT MONEY DOWN THOSE IN THE CONTRACT AND THEY'RE STARTING CONSTRUCTION AND THEY'RE COMING UP TO ENERGIZATION, IS THAT BOX NUMBER FIVE MEAN THAT THEY WOULD THEN NEED TO POST NEW SECURITIES WITH 5 8 4 8 1? UM, YEAH, SO WE'VE TALKED ABOUT THAT AND I DON'T REMEMBER, SORRY EVAN, JUST TO CLARIFY WHICH BOX FIVE  THERE, THERE'S, I THINK HE'S, HE'S, YOU'RE TALKING ABOUT THIS, RIGHT? SORRY. 
          YEP, THAT ONE. 
          UM, YEAH, I'M NOT SURE THE ANSWER TO THAT EITHER, JEFF. 
          YEAH, WE'LL, WE'LL, UM, WE'LL TAKE THAT BACK. 
          I MAY NOT HAVE AN ANSWER TODAY. 
          I, I CAN RECOMMEND NO, BUT, UM, OKAY, THANKS . 
          UM, SO FOR, FOR SLIDE 28, UM, FOR, FOR LOADS THAT ARE ALREADY ENERGIZED OR PROVED TO ENERGIZE, UM, I GUESS LIKE AN ADMINISTRATIVE POINT AND THEN MAYBE MORE PRACTICAL POINT ON THE MEGAWATT ALLOCATION HERE, I THINK IT'S KIND OF CONCERNING TO SEE THAT MAYBE A LOAD LIKE THAT JUST ENERGIZED VERY RECENTLY AND IS ON THEIR RAMP PATH UP COULD THEN HAVE THAT CAPACITY TAKEN AWAY JUST TO WHAT HAS BEEN OBSERVED IN A FEW MONTHS. 
          I MEAN, I THINK THAT THAT, THAT JUST DOESN'T REALLY ALIGN WITH HOW THINGS WORK FOR DEVELOPMENT. 
          UM, AND I THINK WOULD BE A VERY, VERY DANGEROUS PRECEDENT TO SET. 
          AND THEN ON, ON THE ADMINISTRATIVE PART, I MEAN, I, I WOULD INVITE BARKSDALE TO KEEP ME 
          [04:25:01]
HONEST ON THIS, BUT, UM, I THINK THE SCOPE OF SB SIX WAS TO, TO NEW LARGE LOADS. 
          AND I, I MEAN, UNLESS I'M MISTAKEN, I WOULD THINK IF SOMETHING'S ALREADY OPERATIONAL THEN IT IS NOT IN THAT BUCKET. 
          AND TO THE EXTENT THAT, YOU KNOW, IN 5 8 4 0 1 WE'RE TALKING ABOUT, UH, REALLOCATING CAPACITY THAT WOULD APPLY TO TO, TO NEW LOADS NOT ALREADY EXISTING LOADS RETROACTIVELY. 
          UM, BECAUSE I WAS MENTIONED, I'M GONNA SAY THAT I DON'T NECESSARILY SHARE YOUR OPINION THAT SB SIX WAS INTENDED TO APPLY ONLY TO NEW LARGE LOADS. 
          OKAY. 
          THAT CLARIFICATION IS HELPFUL. 
          UM, I WOULD THEN LEAN ON MY FIRST POINT THAT, UH, JUST AS DRAFTED HERE IS VERY IMPRACTICAL AND COULD HAVE SOME, SOME SERIOUS CONSEQUENCES FOR SOME PROJECTS THAT EXIST TODAY. 
          UM, AND THEN, UM, I PROMISE TO KEEP YOU HONEST ABOUT THE, THE ONE I ASKED EARLIER TODAY. 
          SO WHERE DO YOU SEE LIKE PERMIAN BASIN LOADS, UM, OFFICER LETTER LOADS THAT WERE, YOU KNOW, YEAH, YOU JUSTIFIED THROUGH OFFICER LETTER OR MAYBE A FORECAST IN PREVIOUS STUDIES. 
          HOW, HOW ARE THEY BEING INCORPORATED INTO THIS WHOLE THING? SO, UM, THE, UM, I THINK IT DEPENDS. 
          I I THINK THAT YOU, THEY STILL HAVE TO FOLLOW THIS PATH, RIGHT? SO, SO IF YOU'RE PREVIOUSLY AN OFFICER LETTER LOAD AND YOU'RE OPERATIONAL, THEN YOU FOLLOW THE OPERATIONAL PATH HERE. 
          BUT IF YOU'RE PREVIOUSLY IN THE FUTURE, THEN WE WOULD EXPECT THAT YOU WOULD MEET THE 58 4 81 INTERCONNECTION AGREEMENT REQUIREMENTS IN ORDER TO BE INCLUDED IN THE LOAD FORECAST. 
          IT LOOKS LIKE MARK STILL WANTS TO YEAH, IF YOU DON'T MIND, I JUST, I WANT TO CLARIFY THAT THIS IS, THIS IS GONNA SOUND SUPER OBVIOUS, SO SORRY, BUT THIS IS ABOUT LARGE LOADS, RIGHT? THIS IS ABOUT 75 MEGAWATTS AND ABOVE. 
          AND SO IF YOU HAD AN OFFICER LETTER LOAD FOR A 75 MEGAWATT OR ABOVE LOAD, THEN, THEN THIS WILL SUPERSEDE THAT. 
          IF YOUR OFFICER LETTER LOAD IS BELOW THAT 75 MEGAWATT THRESHOLD, THEN THE HP 50 66 OFFICER LETTER LOAD REQUIREMENTS REMAIN WHAT THEY ARE TODAY. 
          OKAY. 
          UH, THAT CONTEXT IS HELPFUL. 
          AND I GUESS I'M JUST TRYING TO DRILL DOWN TO UNDERSTAND LIKE THE EXTENT WE HAVE APPROVED TRANSMISSION FOR, I MEAN, THE OBVIOUS CONVERSATION IS IN THE PERMIAN FOR THE EXTENT THAT THERE WERE LOADS WHERE THAT TRANSMISSION WAS APPROVED FOR 'EM, AND THERE OVER 75 MEGAWATTS THERE CAPACITY IS AT RISK AND COULD BE REALLOCATED THROUGH THIS PROCESS. 
          I, UM, I'LL SAY OFF THE TOP OF MY HEAD, I THINK THAT'S CORRECT. 
          I, I MIGHT WANT TO THINK ABOUT THAT A BIT MORE, BUT I THINK THAT'S, THAT IS A POTENTIAL OUTCOME. 
          OKAY. 
          THANKS. 
          I APPRECIATE IT. 
          THAT'S IT. 
          ALRIGHT, MONICA, THANKS MARK. 
          AGAIN, THIS IS MONICA FROM RAF. 
          THREE QUESTIONS IS ALLOWED FROM THIS SLIDE 27, JEFF, THE FIRST FOUR, THE NUMBER UNDER FOUR. 
          WHEN YOU SAY THE STUDIES COMPLETE AND VALID, ARE YOU MEANING SINCE STUDIES ARE COMPLETED AND APPROVED OR VALID MEANS YOU WILL GO THROUGH ONE OTHER PROCESS TO FIGURE OUT THE VALIDITY OF THAT STUDY? AGAIN? I CAN TAKE THAT ONE. 
          SO I THINK, UH, ONE OF JEFF'S LATER SLIDES, UH, IT IS NOT SUFFICIENT THAT THE STUDIES ARE APPROVED BECAUSE UNDER, ESPECIALLY FOR LARGE LOADS THAT HAVE GONE THROUGH THE CURRENT LILLI PROCESS, UH, PROJECTS THAT HAVE APPROVED STUDIES BUT HAVE NOT YET SIGNED AGREEMENTS, UM, IN OTHER WORDS HAVE NOT MET THE REQUIREMENTS UNDER SECTION 9.5, IF THERE ARE CHANGES THAT IMPACT A STUDY ASSUMPTION, THEIR STUDIES WOULD NEED TO BE UPDATED. 
          SO THERE, THERE'S ALREADY THAT POSSIBILITY TODAY. 
          UM, AND, UH, THE FORTHCOMING PIGGER WILL HAVE, I THINK, MUCH MORE DETAIL THAN WE HAVE IN THE, THE SLIDES AS TO HOW THAT WOULD BE MEASURED. 
          UM, BUT THERE, THERE IS THAT RISK OF, UM, PROJECTS THAT, UH, HAVE THROUGH THE VARIOUS PROCESS APPROVED STUDIES TODAY. 
          UH, YOU KNOW, WHEN WE REVIEW AND, AND ESTABLISH THE, THE LOADS THAT'LL BE IN THE BATCH OR ELIGIBLE TO BE IN THE BATCH, THAT, UH, DETERMINATION WILL BE MADE. 
          SO, SO THEN AGGIE, IF THE, IF THE LOADS HAVE, UH, SIGNED THE INTERCONNECTION AGREEMENT, THEN CAN THEY CONSIDER THEMSELVES VALID? SO IT IT, I THINK GOING BACK TO THE CHART, THAT, THAT NEXT STEP AFTER INTERCONNECTION AGREEMENTS COMPLETE AND, UH, SORRY, UH, INTERCONNECTION STUDIES COMPLETE IS, IS, IS LOOKING AT 
          [04:30:01]
THE, THE COMMITMENT CRITERIA. 
          AND SO IF WE GO BACK TO THE PRINCIPLES THAT JEFF LAID OUT, THE, THE FIRST OBLIGATION WE HAVE IS TO THE RELIABILITY OF THE SYSTEM. 
          AND SO LOOKING AT THE, THE, WHETHER OR NOT WE HAVE VALID INTERCONNECTION STUDIES TO DETERMINE THE IMPACT OF THAT LOAD ON THE SYSTEM, THAT THAT COMES FIRST. 
          BUT THEN THE NEXT STEP IS, IS THE, THE COMMITMENT STATUS OF THE LOAD. 
          OKAY. 
          OKAY. 
          SO, AND THEN KINDA A SIMILAR FOLLOW UP QUESTION. 
          SO IF THE STUDY WILL THE, IF WILL, WHEN WILL THE STUDY BE DEEMED FINAL IN THIS BATCH PROCESS? IS IT AFTER THE END OF THE, AND I'M LOOKING FOR ANY SUBSEQUENT PROCESS FOR CERTAIN THINGS THAT NEEDS TO HAPPEN. 
          WILL IT BE AFTER THE BATCH STUDY PROCESS OR BATCH REFINEMENT PROCESS? YEAH, SO JEFF, COULD WE GO TO SLIDE NINE? I'M SORRY TO MAKE YOU GO ALL THE WAY UP THERE. 
          UM, SO, YOU KNOW, GOING BACK TO THE DISCUSSION THAT WE HAD AROUND TUDIES THIS MORNING, UM, THE, THE BATCH STUDY IS FINAL, BUT IT'S REALLY FINAL AT THE BATCH ZERO STUDY WOULD BE FINAL AFTER THE END OF THE LARGE LOAD COMMITMENT. 
          'CAUSE THAT'S REALLY, UM, WHEN WE ARE HAVING THAT FINAL LIST OF LOADS AND AT THAT POINT WE WOULD MAKE THE REFINEMENT, UH, STUDY. 
          UM, SO THE IDEA IS THE REFINEMENT STUDY WOULD PRODUCE THE TRANSMISSION PLAN OF WHAT IS TO BE BUILT. 
          OKAY. 
          BUT THAT'S BASED ON COMMITTED LOADS. 
          SO, UM, YOU KNOW, I, I KNOW THERE WAS SOME DISCUSSION ABOUT, WELL, WHAT, THERE NEEDS TO BE A SECOND COMMITMENT PERIOD AFTER THE REFINEMENT. 
          I THINK THAT REALLY RISKS KICKING US BACK INTO THE RESTUDY LOOP WE'RE ALL TRYING TO GET OUT OF RIGHT NOW. 
          AND SO, UM, THE STUDY IS FINAL AT THE END OF THE COM LOAD COMMITMENT PERIOD, AND THEN WE PLAN THE SYSTEM IN THE REFINEMENT. 
          OKAY. 
          OKAY. 
          AND THEN FOR SLIDE 14, AND THIS IS KIND OF NOT, I KNOW THIS TIMELINE IS TENTATIVE, BUT FOR A LOAD THAT IS LOOKING TO ENERGIZE IN Q4 2027 AND IT MEETS ALL THE OTHER CONTEMPLATED CRITERIA AT THE MOMENT IT IS STUDIED AS FIRM. 
          DOES IT HAVE TO WAIT FOR THIS BATCH ZERO PROCESS TO PLAY OUT BEFORE IT SOME COMMITS, UH, UH, SUBMITS FOR QSA FOR UH, Q4 ENERGIZATION BECAUSE THE TIMELINE WON'T MATCH WORK? WELL, THAT'S KIND OF, I I THINK THE ANSWER TO THAT'S GONNA DEPEND ON THE STATUS OF THE PROJECT CURRENTLY. 
          UM, AND SO THE ANSWER IS GONNA PROBABLY DIFFER IF IT'S A PROJECT THAT IS ALREADY MET NINE FOUR AND NINE FIVE AND MM-HMM . 
          IS NEAR ENERGIZATION VERSUS A PROJECT THAT IS CURRENTLY UNDERSTUDY MM-HMM . 
          UM, IT'S HARD TO SAY DEFINITIVELY HOW IT'D BE IMPACTED, BUT THE CURRENT PROCESS IN EFFECT. 
          SO, UM, YOU KNOW, LOADS THAT ARE NEARING ENERGIZATION ARE CERTAINLY ABLE TO PROCEED THAT DIRECTION PROVIDED THEY'VE MET ALL THE REQUIRED MILESTONES IN THIS CURRENT PROCESS. 
          RIGHT. 
          RIGHT. 
          UM, AS TO, YOU KNOW, THE, THE, UM, IF WE GO BACK TO THE FLOW CHART, JEFF, THE, THE, UM, THE INTENT IS FOR THIS STRUCTURE TO ALLOW FOR LOADS THAT ARE KIND OF CAUGHT IN THAT TRANSITION TO BE TREATED AS FIRM PROVIDED THEY CAN DEMONSTRATE THAT THEY'RE REALLY THERE. 
          RIGHT. 
          AND THAT'S SO THAT, THAT'S HOW WE'RE, WE'RE THINKING TO ADDRESS THAT TRANSITION PERIOD. 
          SO, SO IN THE SAME IN AS THEY HAVE DEMONSTRATED EVERYTHING AND THEY'RE CONS WHILE THE PRO BATCH ZERO PROCESS IS STILL BEING KIND OF RUN AND ALL THE DIFFERENT PROCESS STEPS ARE BEING DONE AND THIS LOAD HAS ALREADY IS UNDER CONSTRUCTION AND IT IS READY TO ENERGIZE Q4, IT CAN GO AND SUBMIT ITS QSA IN THE MARCH TIMEFRAME TO MEET THE TIMELINE. 
          CORRECT. 
          NOT WAIT FOR BAD ZERO TO FINISH BASED ON THE OTHER TIMELINE IS THAT'S KINDA THE, THIS KIND I'M TRYING TO YEAH, I I THINK IT'S, IT'S HARD TO SAY SPECIFICALLY TALKING ABOUT A HYPOTHETICAL PROJECT. 
          HOWEVER, THE INTENT IS FOR A PROJECT THAT IS IN THAT TYPE OF SITUATION SHOULD BE ABLE TO MEET THE, THE LAST TWO DIAMONDS DOWN ON THE, THE BOTTOM OF THAT FIRST COLUMN THERE. 
          UM, AND IT, IT, IT SHOULD BE ABLE TO DEMONSTRATE THOSE AND THEN IT WOULD BE MODELED AS FIRM AND NOT SUBJECT TO FURTHER ASSESSMENT AND MATCH ZERO. 
          CORRECT. 
          AND, AND THEN EVEN CONTINUE TO, THAT'S, UH, IT'S FOLLOWING THE PROCESSES LIKE QSA CHECKLIST TELEMETRY. 
          THIS PROCESS IS NOT INTENDED TO, TO MODIFY THE QSA OTHER THAN IT MAY HAVE TO TOUCH SLIGHTLY THE ELIGIBILITY LANGUAGE TO MAKE SURE WE GET THESE LOADS INTO THE QSA. 
          THANK YOU. 
          ALL RIGHT. 
          NEXT UP, UH, SUNIL, GOOD AFTERNOON. 
          UH, SUNIL AL FROM LOAN STAR TRANSMISSION, UH, ON THE SAME SLIDE HERE, UH, 27, UH, ON THE BLOCK. 
          WILL THE LOAD BE, UH, OPERATIONAL BY THE END OF YEAR 2027? WHAT'S THE, 
          [04:35:01]
I DO NOT SEE THE POINT OF THIS BLOCK HERE. 
          UH, DO WE NEED TO SWITCH THE CONDITION NOTE WE AS SAYING YES TO NO HERE? YEAH, I THINK THE, THE, UH, POINT OF THIS WAS FEEDBACK BASED ON FEEDBACK THAT WE GOT FROM THE, UH, PREVIOUS, UH, PREVIOUS, UM, PATHS OF, OF FEEDBACK WAS THAT LOADS THAT WILL BE OPERATIONAL IN THE NEXT 18 TO 24 MONTHS THAT, UM, THE, THE, THE FEEDBACK WAS YOUR, YOUR ERCOT YOUR QUEUE SHOWS THERE'S A WHOLE BUNCH OF LOAD THAT'S ENERGIZING IN 26 AND 27 THAT IS TAKING UP CAPACITY ON THE SYSTEM, THAT A LOT OF THAT LOAD'S NOT ACTUALLY GONNA BE THERE. 
          AND SO ERCOT, YOU SHOULD ASK THAT LOAD TO PROVE THAT THEY HAVE MADE, THAT THEY'VE STARTED DEVELOPMENT ACTIVITY AND IF THEY CAN'T SHOW THAT, THEN THAT MEANS THEY'RE NOT REALLY GOING TO BE OPERATIONAL AND THEREFORE TAKING UP CAPACITY ON THE SYSTEM THAT IS OTHERWISE, UH, YOU KNOW, SHOULD BE AVAILABLE FOR, FOR OTHER LOADS. 
          AND, AND SO WE'RE TRYING TO INCORPORATE THAT FEEDBACK AND, AND THAT'S WHY WE'VE INCLUDED THAT CONDITION. 
          OKAY. 
          BUT STILL FOR ME IT DOESN'T MAKE SENSE. 
          BUT I'LL JUMP TO SLIDE 32. 
          SORRY SUNIL, IF I COULD, THIS IS A G I'LL MAYBE, UH, JUMP IN WITH A, A COROLLARY. 
          UM, AND I BELIEVE THIS IS MAYBE A QUESTION THAT WE ASKED IN OUR, UH, SURVEY TOWARD THE END OF THE DAY HERE. 
          UM, BUT THE, THE CONCEPT BEHIND THAT, WILL IT BE OPERATIONAL BY END OF 2027 BOX ALSO IS THAT THERE IS SOME POINT AT WHICH IT IS NOT NECESSARILY REASONABLE TO EXPECT CONSTRUCTION ACTIVITY TO HAVE STARTED THE, A LOAD IS FAR, FAR ENOUGH IN THE FUTURE THAT THE, THERE YOU, THEY CAN'T DEMONSTRATE CONSTRUCTION ACTIVITY BECAUSE IT HASN'T STARTED YET. 
          AND I THINK ONE OF THE QUESTIONS THAT WE HAVE THAT WE WOULD CERTAINLY BE OPEN TO STAKEHOLDER INPUT IS, IS THE END OF 2027 THE RIGHT POINT TO DRAW THAT LINE OR, OR NOT? BUT WE DO FEEL THERE'S A LINE THERE. 
          THANKS . 
          ALRIGHT, SHANNON. 
          OH, SORRY. 
          UH, I I HAVE ONE MORE QUESTION. 
          ALRIGHT, CAN, CAN WE JUMP TO SLIDE, UH, 32? UH, I, I, I KNOW, UH, IN EARLIER, UH, PROPOSAL, UH, UH, UH, UH, AIR DID NOT, UH, CONSIDER A APPROVAL OF THE REPORT, RIGHT? UH, UH, UH, THE EARLIER PROPOSAL WAS STUDIES SUBMITTED. 
          WHY DID  CHANGE THEIR POSITION? UH, UH, NOW FROM, UH, STUDIES SUBMITTED TO APPROVED, UM, AND, UH, UH, CERTAIN PROJECTS? SO, UH, WHAT WE LAUNCH STAR HAS FOUND IS CERTAIN, CERTAIN PROJECTS ARE EASIER TO APPROVE. 
          CERTAIN PROJECTS ARE EXTREMELY DIFFICULT TO APPROVE, UH, BASED ON LOCATIONS AND, UM, THE AREA. 
          UM, UH, NOW, NOW AGAIN, UH, THE PROJECTS, UH, THE LOAD PROJECTS WILL BE, UH, HANDICAPPED BY THE STUDY APPROVAL PROCESS. 
          UH, I I JUST WANT TO UNDERSTAND WHY, WHY, WHY DID ERICA CHANGE THE POSITION FROM THE STUDY SUBMITTED TO STUDY APPROVAL? I, SO I, I THINK, UH, THE WAY I WOULD CHARACTERIZE IT AS THIS IS WHEN WE PRESENTED AT THE FEBRUARY 3RD WORKSHOP, THE CRITERIA WE WERE LAYING OUT WAS FOR INCLUSION IN A BATCH ZERO A THAT WAS MEANT TO BE A VERY QUICK TO EXECUTE ASSESSMENT FOR LOADS THAT WERE SET TO ENERGIZE IN THE NEAR FUTURE. 
          AND WE'RE GONNA GET IMPACTED BY THIS TRANSITION AND POTENTIALLY DELAYED FOR A LONG TIME. 
          AND SO IN ORDER TO ACCOUNT FOR THAT AND EXECUTE QUICKLY, WE DREW A CERTAIN SET OF ELIGIBILITY CRITERIA, UM, WITH THE DIRECTION AND, UH, FROM THE COMMISSION AND THE CHANGE TO A STAKEHOLDER DRIVEN PROCESS THAT'S GOING TO PUSH THIS STUDY OUT MUCH FURTHER IN THE FUTURE. 
          UH, IT SORT OF NECESSITATES DIFFERENT ELIGIBILITY CRITERIA. 
          AS A RESULT, WE'RE NO LONGER TRYING TO EXECUTE A SHORT, UH, A QUICK TO EXECUTE AND SHORT DURATION STUDY. 
          WE'RE NOW LOOKING TO DO A MUCH MORE COMPREHENSIVE STUDY THAT IS GOING TO START IN FURTHER IN THE FUTURE. 
          AND SO THE, THE BAR FOR SHOWING REALNESS, UH, IS GOING TO REFLECT THAT. 
          ALRIGHT. 
          THANK YOU AG. 
          ALRIGHT, NEXT QUESTION. 
          SHANNON CARAWAY, SLIDE 27 PLEASE. 
          UM, IN REGARD TO FIVE IN THE LEFT SET OF COLUMNS, DOES THE LOAD MEET THE FULL COMMITMENT CRITERIA? THIS IS THE CONTEXT OF MY QUESTION NOW. 
          CAN WE GO TO 32 SECOND BULLET THERE ON 32 IS, OR THE SECOND 
          [04:40:01]
BULLET, SECOND SENTENCE IS L-L-I-S-R-T-P-R-P-G STUDIES MAY BE CONSIDERED STILL DRAFTING THE METHODOLOGY ON THAT. 
          SO THE QUESTION I'VE GOT IN THE CONTEXT OF SLIDE 27 FOR A LOAD THAT WAS A Q4 27, SO IT'S KIND OF ONE THAT'S GOTTA MEET THAT CRITERIA AS WELL. 
          UM, AND IT WAS MODELED IN THE 2025 AND OR 20 20 26 RTP AS SUCH. 
          UH, AND THE TSP BELIEVES THEY CAN MEET THE ASSOCIATED UPGRADES AND THE TIME TO MAKE THAT Q4 ENERGIZATION POSSIBLE. 
          ARE YOU SAYING IN THAT TYPE OF SCENARIO IT GOES IN, UM, AS FIRM IN BATCH ZERO? I JUST WANNA, I'VE GOT MORE QUESTIONS, BUT THAT'S AT THE HEART OF THE FIRST ONE. 
          MAKE SURE I UNDERSTAND. 
          SO IT'S A LOAD THAT HAS A 2027 ENERGIZATION Q4 IN MY, MY EXAMPLE, AND THEY, UM, MEET THE INTERCONNECTION AGREEMENT CRITERIA. 
          YES. 
          AND THEY, UM, AND WE HAVE A STUDY THAT WE CAN LOOK AT AND SAY, YES, WE, YOU KNOW, IN, IN AN AUDIT I CAN ATTEST TO, YEAH, WE, WE HAVE A STUDY THAT SHOWS WE CAN RELIABLY SERVE THIS LOAD. 
          I WAS GIVEN IN THE CONTEXT OF YOUR SECOND SENTENCE, AN L-L-I-S-R-T-P AND RPG STUDIES MAY BE CONSIDERED. 
          SO, AND THE ONE I GAVE YOU, I IT WAS RTP AS WELL AS RPG AS WELL AS LLIS. 
          UM, SO YEAH, IT'S IN THAT CONTEXT IF, YEAH, I'LL SAY IF WE HAVE A STUDY THAT WE, WE, UM, AND AGAIN, THERE'S A LOT OF SCENARIOS AND, AND WE NEED TO CONSIDER ALL THOSE SCENARIOS WHEN WE'RE DRAFTING THE METHODOLOGY. 
          BUT THE PRINCIPLE IS IF WE HAVE A STUDY THAT WE CAN POINT TO AND SAY, YES, THIS LOAD WAS STUDIED AND SHOWS THAT WE CAN RELIABLY SERVE THIS LOAD, THEN THAT WOULD COUNT. 
          ALRIGHT, THAT WOULD PASS THAT, THAT THAT CRITERIA ALSO HERE ON 32, I JUST WANTED TO COMMENT THAT WE COMPLETELY AGREE WITH, UH, WHAT ERIC SAID EARLIER, THAT ALL ONGOING FILED RPGS IN 20 25, 20 26 RTP LOADS, BOTH THEY NEED TO BE COUNTED AS FIRM AND THEIR TRANSMISSION UPGRADES THAT WENT WITH THOSE MUST BE MODELED. 
          OTHERWISE, NOT ONLY WILL WE LOSE A, A YEAR PLUS FORWARD PLANNING OPPORTUNITY, WE'RE ABOUT TO LOSE TWO YEARS BACK OF PLANNING AND THAT THAT JUST WILL BE A CATASTROPHIC MISTAKE. 
          THOSE NEED TO GO IN AS FIRM LOAD AND THE FIRMNESS OF THE TRANSMISSION BECAUSE WE, I ASKED YOU EARLIER, AND Y'ALL ESTABLISHED THAT DURING YOUR BATCH ZERO PROCESS, THE TSPS ARE ABLE TO BE INVOLVED AND IT'S ABLE TO BE MORE THAN JUST BROWNFIELD LIKE Y'ALL HAD PREVIOUSLY, UH, CONSIDERED. 
          SO THE TSPS ALREADY KNOW THE SOLUTION, THEY'VE ALREADY PRESENTED IT TO YOU IN AN RPG OR WITH YOU IN AN RRP, UH, RTP. 
          SO I THINK ERIC'S POINT WAS REALLY WELL MADE THERE. 
          IF WE CAN GO BACK TO SLIDE 28 HERE, I WANT TO AMPLIFY SOMETHING THAT EVAN SAID, AND I THINK A LOT OF PEOPLE HAVE SAID IS REALLOCATION AT JUST SIX MONTHS OUT THERE NEEDS TO BE SOME DISCRETION, UH, RELATED TO UNDER CONSTRUCTION DATA CENTER OR FRANKLY ANYTHING ELSE THAT YOU'RE CREATING A MASSIVE FINANCING HURDLE. 
          IF YOU'RE OUT THERE AND YOU'RE BUILDING THIS THING AND UNDER CONSTRUCTION AND YOU KNOW, THERE'S WEATHER DELAYS OR FRANKLY COULD BE ANY NUMBER OF FORCE MAJEURE TYPE EVENTS THAT COULD CAUSE THIS TO BE DELAYED. 
          IF YOU COME ALONG AND SAY, TOO BAD, SO SAD, WE'RE GOING TO JUST REALLOCATE THAT. 
          I MEAN, WE DON'T DO THAT TO TSPS WHO ARE IN THE MIDDLE OF, THEY'VE WENT THROUGH, THEY'VE PERMITTED AND THEY'RE BUILDING SOMETHING AND THEN WE, AFTER THE FACTS SAY, OOH, YOU WERE LATE BY SIX MONTHS, NEVERMIND. 
          OR WE DON'T DO THAT TO GENERATORS EITHER. 
          SO HERE WE JUST GOTTA HAVE SOME, A LITTLE MORE REFINEMENT OF THAT CRITERIA. 
          LASTLY SLIDE. 
          YEAH, IF I COULD ADDRESS THAT. 
          SO, UM, AND I WENT OVER THIS REALLY QUICKLY BEFORE, BUT THE INTENTIONS WE, WE'VE ADDED THIS BULLET OF IF, IF YOU GIVE US AN UPDATED RAMP SCHEDULE, SO, SO YOU YOU SHOULD KNOW, HEY, I'VE, I'VE GOT DELAYS WHILE THEY'RE HA YOU KNOW, WHILE YOU'VE EXPERIENCED THE DELAY. 
          YEAH. 
          YOU KNOW, WE WANT TO ALLOW FOR YOU TO GIVE US AN UPDATED RAM SCHEDULE. 
          OKAY. 
          I SOMEHOW HAD MISSED THAT POINT. 
          THAT'S VERY HELPFUL. 
          YEAH. 
          YEAH. 
          IT IT WASN'T JUST YOU 'CAUSE WE'VE GOT THE QUESTION A COUPLE TIMES, SO, WELL, THERE'S A LOT OF WORDS, UH, TO READ. 
          YEAH. 
          LAST THING, UNDERSTANDABLE. 
          LAST IS SLIDE, UM, 34. 
          AND I THINK THIS FITS INTO, 
          [04:45:01]
UH, SOME THINGS THAT AG SAID ON, UM, FIRST OF ALL, THANKS FOR LISTENING TO US AND BRINGING BACK SOME CRITERIA IN THIS AREA. 
          I'M THINKING ON THE GUN SITE PREPARATION, UH, ON THAT PIECE OF IT, IS THIS TIED TO A GREATER THAN, OR LESS THAN OR EQUAL JUNE 30TH, UH, SUBMITTED DEADLINE TO ERCOT BY THE DSP SLASH TSP BECAUSE THAT'S WHEN THE BEGINNING OF YOUR, UH, CASE SETUP STARTED. 
          SO THAT FIRST QUESTION'S ON, ON THAT BEGUN SITE PREP? YEAH, IT'S UM, I THINK WE'RE, WE'RE TALKING ABOUT WHAT'S, WHAT'S THE APPROPRIATE DATE. 
          THERE DON'T, DON'T HAVE THAT TODAY. 
          WE, WE'LL HAVE THAT IN THE FILING. 
          AND THE REASON I WAS THINKING THAT JUNE 30TH IS THAT'S THE END OF YOUR PERIOD RIGHT? BEFORE YOU GO INTO THE CASE PREP. 
          YEAH. 
          AND, AND, AND WE HAVE TO ALSO CONSIDER THERE'S, THERE'S SOME TIME IT TAKES FOR THAT INFORMATION TO PASS FROM, UH, YOU KNOW, THE, THE ILE TO THE DSP OR DS, UH, DSP TO ERCOT AND, AND THEN MODELING INFORMATION HAS TO GO ALONG WITH THAT. 
          SO IT'S, I AGREE. 
          YEAH, I WAS THINKING IN THE SAME CONTEXT AS YOUR RTP, YOU'VE GIVEN AN APRIL 1ST END OF DAY, UM, CUTOFF TO THESE TSPS DSPS. 
          I WAS JUST TRYING TO TAKE THAT SAME CONCEPT AND USE IT HERE BY SUGGESTING THAT. 
          YEP. 
          AND LASTLY ON CONSTRUCTION IN THE CONTEXT OF, UH, BEGUN SITE PREP AND CONSTRUCTION, THIS FITS IN I THINK WITH WHAT AG SAID, UH, BUT I JUST WANNA BE CLEAR, TO ME IT NEEDS TO REFLECT, YOU KNOW, THERE'S ENGINEERING, IT'S BEEN DONE EPC, UH, IT'S BEEN DONE OR IT'S IN THE PROCESS OF, AND THIS NEEDS TO BE A FORM OF AN OFFICER ATTESTATION LETTER WHERE IF YOU SIGN IT, YOU BETTER HAVE SOME STUFF BEHIND IT THAT YOU CAN DEMONSTRATE. 
          BUT IT, I DON'T THINK THIS NEEDS TO BE CONSTRUCTION AS IN, OH THERE'S ALREADY A BUILDING A SHELL IN THERE, LOADING SERVERS IN THERE. 
          GOLLY GEE, I WONDER IF I WILL MEET THIS TEST BECAUSE AT THAT POINT, HOW DID YOU GET THE DARN THING FINANCED IN THE FIRST PLACE IF YOU, UM, DIDN'T KNOW THAT YOU WERE EVEN REMOTELY FIRM FOR THIS BECAUSE OF ALL THE ITERATIONS WERE ALL HAVING TO WORK THROUGH TOGETHER. 
          SO HOPEFULLY THAT FITS WITHIN WHAT Y'ALL ARE THINKING AS AG CLARIFIED IT, BUT HOPE, HOPEFULLY Y'ALL CAN MAKE SURE THAT FOLLOW INTO THE RULE. 
          OKAY. 
          YEAH. 
          AND OBVIOUSLY OPEN TO FEEDBACK ON IF THESE ARE NOT THE RIGHT WORDS OR, OR IF THE RIGHT WORDS AREN'T IN THE PLANNING GUIDE, REVISION REQUESTS OBVIOUSLY OPEN TO FEEDBACK ON THAT. 
          AND, AND I WOULD JUST ALSO ADD AGAIN, YOU KNOW, FROM THE, FROM THE FLOW CHART THAT THE REASON THAT THIS IS ONLY APPLYING TO LOADS THAT ARE ENERGIZING IN IN THE NEAR FUTURE. 
          AND AGAIN, YOU KNOW, WE'RE CERTAINLY OPEN TO FEEDBACK ABOUT WHETHER WE'VE DRAWN THE RIGHT DATE. 
          THERE IS BECAUSE OF FEEDBACK THAT WE'VE RECEIVED IN THE FIRST TWO WORKSHOPS THAT DATA CENTERS THAT ARE NOT ALREADY UNDER CONSTRUCTION HAVE NO REALISTIC SHOT, UH, GETTING ENERGIZED BEFORE SOMETIME IN 2027. 
          AND SO WE'RE, WE'RE, WE ARE TRYING TO ACCOUNT FOR THAT FEEDBACK. 
          SO THOSE COMMENTS HAVE BEEN MADE AND THEY'VE BEEN MADE BY SOME VERY LEGITIMATE DEVELOPERS. 
          BUT YOU GOTTA THINK OF IT IN THE CONTEXT OF A COUPLE HUNDRED MEGAWATTS IS VERY DIFFERENT THAN, OH, I HAVE 5,000 AND IT'S AT THE END OF 27. 
          I BET I CAN BE THERE. 
          YOU KNOW, THERE'S JUST, THERE'S ABSOLUTELY TIME TO GET SEVERAL HUNDRED MEGAWATTS IF YOU'RE AT THE POINT YOU'RE READY TO GO, UH, TODAY AND YOU WON'T ALREADY HAVE FACILITIES BUILT, CERTAINLY AS WE SIT HERE TODAY. 
          ALRIGHT, GONNA WORK THE QUEUE AND WE STILL HAVE ABOUT 20 PEOPLE, SO IF WE CAN LIMIT TO, TO TWO QUESTIONS EACH, THAT'D BE GREAT. 
          UH, LEE BRATCHER, LEE BRATCHER CIPHER DIGITAL. 
          QUICK QUESTION ON SLIDE 27, I'M ASSUMING THE MEET FULL COMMITMENT CRITERIA ON, UH, IN THE MIDDLE OF THAT DIAMOND THERE IS, IS THAT THE EQUIVALENT OF, UM, INTERCONNECTION AGREEMENT ON THE PUCS 5 8 4 8 1 PAGE 18? YES. 
          YES. 
          OKAY. 
          AND ON MY LAST QUESTION ON SLIDE 28, AND THIS IS A QUESTION TO COMMENT, UM, MY UNDERSTANDING AND READING OF THIS WAS A LITTLE BIT CHALLENGED JEFF A SECOND AGO WHEN YOU SAID, WELL WE INCLUDED THAT BULLET THAT SAYS MEGAWATTS IN AN UPDATED RAMP SCHEDULE AS PROVIDED TO THE DSP, BUT I WAS UNDER THE ASSUMPTION THAT YOU WERE LOOKING AT THE LESSER OF THOSE THREE TICK MARKS. 
          SO IF YOU HAD SOMETHING IN, YOU KNOW, THE FIRST OR SECOND TICK MARK THERE THAT WAS LESSER THAN WHAT YOU PROVIDED AN UPDATED RAMP SCHEDULE, YOU WOULD BE, UM, BROUGHT DOWN TO THAT NUMBER. 
          IS THAT NOT WHAT THAT IS TRYING TO SAY? YEAH, I, 
          [04:50:01]
I, I THINK WHAT WE'RE, UM, UH, I, I THINK WHAT WE'RE TRYING TO GET AT HERE, UH, AND, AND IF I NEED TO, UM, YOU KNOW, WORDSMITH IT, THEN THAT'S FINE. 
          BUT IT IS, UH, YOU TOLD US AS, AS AN EXAMPLE, MY EXAMPLE EARLIER YOU, YOU TOLD US YOU WERE GONNA BE AT 500, BUT YOU'RE ACTUALLY ONLY AT 300. 
          AND SO WE'RE GONNA REALLOCATE THE, THE 200, UH, WHAT WE'RE GETTING AT HERE IS IF YOU, AND THAT THAT 200 IS GONNA BE, UM, REALLOCATED, UH, IN PERPETUITY. 
          IF, IF YOU, IF YOU COME BACK AND TELL US, YOU KNOW, NO, MY RAMP SCHEDULE IS ACTUALLY ONLY 300 THIS YEAR AND I WON'T GET TO 500 UNTIL NEXT YEAR, THEN I THINK THAT WE WOULD, UH, TAKE THAT AND IT WOULD BE, UM, UH, SO, SO YEAH, I WOULD STILL SHOW 300 THIS YEAR, BUT THEN YOU, YOU WOULD STILL BE ABLE TO KEEP YOUR 500 IF YOUR FIVE HUNDRED'S NOT COMING UNTIL NEXT YEAR. 
          OKAY. 
          I UNDERSTAND. 
          I I THINK THAT MAKES IT A LOT MORE PALATABLE. 
          UM, JUST TO COMMENT ON THIS SLIDE, YOU MIGHT ALSO CONSIDER, UM, YOU KNOW, A UH, DEPOSIT IF SOMEONE'S SAYING, HEY, YOU KNOW, WE'VE GOT THIS LARGE SITE, IT'S UM, IT'S BEING ENERGIZED OVER TIME, IT'S NOT GONNA HIT THEIR MAXIMUM CAPACITY BY JUNE 1ST, 2026. 
          IT WILL HIT THAT IN THE FUTURE. 
          UH, BUT WE'RE WILLING TO PUT A DEPOSIT DOWN TO MAKE SURE THOSE MEGAWATTS DON'T, AREN'T, AREN'T REALLOCATED. 
          UM, BUT WHAT YOU'RE SAYING WITH THAT THIRD BULLET POINT IS THAT THAT WOULDN'T EVEN BE REQUIRED. 
          YOU'RE REALLY JUST HAVING TO DEMONSTRATE THAT YOU'RE GONNA UPDATE YOUR YOUR RAMP SCHEDULE. 
          I, I GUESS, RIGHT? YEAH, IT IT'S A, YEAH, IT, YEAH, IT, IT'S A FREE OPTION TO UPDATE YOUR RAMP SCHEDULE. 
          OKAY. 
          THAT'S, THAT'S MUCH MORE PALATABLE. 
          WHAT IF, SO SO I GUESS ERCOT IS ASSUMING THAT LOADS THAT, YOU KNOW, HAVE NOT BEEN USING HALF THEIR CAPACITY FOR FIVE YEARS WILL JUST CHOOSE NOT TO UPDATE YOUR RAMP, THEIR RAMP SCHEDULE AND, AND THEN THAT CAPACITY WILL WILL COME BACK TO THAT. 
          I, I, I THINK THAT'S, YEAH, THAT, THAT, THAT'S POSSIBLE. 
          YEAH. 
          BUT I, YOU KNOW, I I I THINK ULTIMATELY, UM, THE, UH, YOU KNOW, AT AT LEAST THE DRAFT PFP IN 58 41, YOU KNOW THAT THERE IS A LOOK AT THAT, UM, GOING ON IT, IT'S A, UM, ROLLING LOOK AT THAT AT ARE YOU MEETING YOUR MILESTONES IN YOUR RAMP SCHEDULE? AND, AND SO YOU, YOU KNOW, YOU COULDN'T JUST, UH, YOU KNOW, EVERY SIX MONTHS COME BACK AND SAY, OH, YOU KNOW, MY, I'M AT 300 BUT I I JUST PUSHED MY 500 MEGAWATTS OUT TILL NEXT YEAR. 
          I, I DON'T THINK THAT THAT RULE CONTEMPLATES THAT. 
          SO THIS IS KIND OF A, I THINK WE'RE, OR OR AT LEAST I VIEW THIS AS A ONE TIME KIND OF FREE, I I WILL TRUE UP AND TELL YOU WHAT MY ACTUAL RAMP SCHEDULE IS NOW THAT I HAVE MORE INFORMATION. 
          'CAUSE I UNDERSTOOD THAT'S VERY DIDN DIDN'T REALLY HAVE THAT PREVIOUSLY. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, THANK YOU CHRIS MODS, CHRIS MATOS, GOOGLE. 
          UM, I THINK THERE'S SOME GENERAL QUESTIONS WITH CLAWBACK AND LEGAL QUESTIONS. 
          SO MAYBE WE SHOULD PARK THAT ISSUE FOR SOME SURVEY DISCUSSION. 
          ONE QUESTION IS ON THE GRAPH, ON THE DIAGRAM SLIDE, WHAT TYPE OF DEVELOPMENT ACTIVITY ARE Y'ALL CONSIDERING IN THAT LAST SECTION SIX? UM, I DON'T THINK IT WAS ENTIRELY CLEAR TO ME. 
          YEAH, SO IT'S, SO WE'RE LOOKING, SO EITHER YOU'RE ALREADY IN THE, THE MAY, 2026 QSA OR WE'RE GOING TO LOOK FOR YOU TO ATTEST THAT YOU HAVE, UH, BEGUN SITE PREPARATION, UH, AND YOU HAVE PURCHASED ALL OF YOUR NECESSARY CUSTOMER OWNED HIGH VOLTAGE TRANSFORMERS AND CIRCUIT BREAKERS. 
          GOT IT. 
          AND THEN THIS IS A BIT BACK ON THE MORE GENERAL SIDE. 
          ONE OF THE THINGS WITH THE VARIOUS STUDIES THAT HAS BEEN NOTED BY THE ROOM IS THAT SOME TSPS HAVE DIFFERENT PRACTICES AND THAT IS KIND OF THE CRUX OF THE PROBLEM THAT GOT US INTO THIS POINT IN, IN THE RE STUDY PROCESS. 
          AND SO I THINK IN OUR NEXT WORKSHOP IT MIGHT BE GOOD TO START PUTTING SOME SKELETON ON WHAT THE ADMINISTRATIVE AND CENTRALIZATION PROCESSES ARE GONNA LOOK LIKE BECAUSE AS YOU ENFORCE THESE OR YOU START BRINGING ONLINE THESE DEADLINES FOR CERTAIN TYPES OF STUDIES AND MATERIALS, IT'S NOT CLEAR TO ME HOW I'M SUPPOSED TO SUBMIT MY A EP VERSUS MY ENCORE VERSUS 
          [04:55:01]
MY ANY OTHER TSP STYLE LOADS IF THERE, IF THINGS ARE BEING DONE DIFFERENTLY IN THAT ENVIRONMENT. 
          SO AT LEAST STARTING OF A SKELETON OF WHAT THAT CAN LOOK LIKE NEXT. 
          I THINK THIS DID HAVE TO BE FIRST, BUT I THINK WE'RE, WE'RE QUICKLY BROACHING THAT ADMINISTRATIVE SUBJECT CAN CRYSTAL, LEMME ASK, UM, CAN YOU HELP ME UNDERSTAND A BIT MORE OF WHAT THAT, UM, CONCERN IS? 'CAUSE I, I THINK WE'RE TRYING TO APPLY, UH, AT, AT LEAST AS WE THINK WE'VE LAID OUT IN THIS SLIDE, UH, TRYING TO APPLY A STANDARD THAT REALLY RESPECTS ANY, ANY TSPS PROCESS. 
          IT, IT, IT'S REALLY, DO YOU HAVE A VALID STUDY HOWEVER YOU GOT THERE? I THINK, I'M JUST CONCERNED, I'M NOT ALWAYS SURE WHAT YOUR DEFINITION OF A VALID STUDY IS. 
          UM, I MEAN YOU GO TO THE MARKET NOTICE RIGHT NOW, A A LILI STUDY IS NOT VALID UNLESS IT HAS A NO SO, OR A LOW IN NIGHT SCENARIO. 
          SO, YOU KNOW, IN THE, IN THE PAST COUPLE OF MONTHS WE'VE GOT A LOT OF REALLY I THINK, COMPETING DEFINITIONS OF WHAT ARE VALID STUDIES AS WE CONTINUE TO UPDATE THESE THINGS IN REAL TIME. 
          AND, AND IF Y'ALL ARE OKAY WITH A CARTE BLANCHE, THAT'S A STUDY THAT'S VALID CONDUCTED WITHIN WHATEVER TIMELINE. 
          COOL. 
          BUT THAT'S JUST NOT SORT OF THE RECENT HISTORY THAT WE'VE GOTTEN FROM ERCOT AND I THINK THE FEEDBACK THAT TSPS HAVE SUB SUBSEQUENTLY GOTTEN WHEN THEY'RE SUBMITTING STUDIES. 
          AND SO I JUST WANT TO BE SURE IF THAT'S THE CASE AND WE'RE ON THAT PAGE. 
          LIKE THIS IS THE IT'S A STUDY. 
          THUMBS UP. 
          YEAH. 
          OKAY. 
          I UNDERSTAND. 
          THANK YOU. 
          ALRIGHT, JOHN RUSS HUBBARD, JOHN RU HUBBARD WITH TIEC. 
          COULD YOU GO BACK TO SLIDE 27 27? THE, YEAH. 
          UM, SO I WANTED TO DRILL DOWN A LITTLE BIT ON WHAT EVAN HAD TALKED ABOUT WITH THE PERMIAN BASIN RELIABILITY PLAN TO, TO MAKE SURE I, I'M UNDERSTANDING IT 'CAUSE I'M NOT SURE HOW PUTTING THEM THROUGH THIS PROCESS WOULD WORK EXACTLY. 
          SO FOR INSTANCE, A LOT OF THEM HAVEN'T, YOU KNOW, PREDATED THE LILLIS PICKER ONE 15 INTERCONNECTION PROCESS AND THEY WERE REALLY FOUNDATIONAL IN THE 2024 RTP AND MOVING FORWARD WITH SEVEN 60 FIVES. 
          AND SO I DON'T KNOW IF THAT COUNTS AS HAVING MET THE FULL, UH, INTERCONNECTION STUDY. 
          AND THEN I ALSO FOR 5 8 4 8 1 REQUIREMENTS, A LOT OF THEM HAVE SIGNED INTERCONNECTION AGREEMENT. 
          SO I DON'T THINK THOSE WOULD REALLY APPLY. 
          SO I'M JUST TRYING TO FIGURE OUT WHERE TO PLACE THEM THROUGH THIS PROCESS. 
          SO I THINK SOME CLARITY AROUND THAT WOULD BE HELPFUL. 
          YEAH, SO THE TWO THINGS YOU MENTIONED. 
          SO WE WILL LOOK AT STUDIES IF WE, UM, BELIEVE THAT WE HAVE A STUDY THAT SHOWS WE CAN RELIABLY CONNECT THAT LOAD AND PERHAPS THAT IS A-R-P-G-A-A STUDY THAT HAS GONE THROUGH, UH, THE RPG PROCESS THEN, UM, THAT WOULD CHECK THE BOX ON THAT. 
          UM, AND, AND THERE'S A LOT OF NUANCES AND, AND I UNDERSTAND WE DIDN'T PROVIDE A LOT OF DETAIL. 
          WE'LL HAVE MORE DETAIL IN THE, UM, UM, IN, IN THE PICKER AND THEN THE, UH, THE NEXT BOX IS, UM, AND, AND I'M ASSUMING THIS IS LOAD THAT'S NOT OPERATIONAL, RIGHT? IF YOU'RE OPERATIONAL, YOU'RE, YOU'RE ALREADY CONSIDERED IN THAT BASE LOAD. 
          YEAH, IT'S NOT OPERATIONAL. 
          YEAH, BECAUSE THEY'RE ALREADY, THEY'D BE WAITING FOR THE PERMIAN BASIN BUILD OUT SO THERE'S NOT WAITING. 
          YEAH. 
          SO YEAH, SO WE, WE WOULD UH, LOOK AT UH, DO THEY MEET THE 58 41 INTERCONNECTION AGREEMENT CRITERIA. 
          GOT IT. 
          SO IF THEY HAVE THE SECURITY. 
          OKAY, THANK YOU. 
          OKAY. 
          ALRIGHT, NEXT QUESTION. 
          SANDY BOKAR? YEAH, THIS IS SANDY BOKAR, LCRA. 
          UH, SINCE I PUT MY NAME IN, MY QUESTIONS HAVE CHANGED OVER TIME. 
          UH, SO CATCHING UP ON WHERE WE ARE. 
          SO YOU HAVE, UH, FINALLY YOU HAVE TWO MAIN CONSIDERATIONS IN THIS PROCESS. 
          WE HAVE THE STUDIES AND THEN YOU HAVE THE AGREEMENTS AND SECURITY STUDIES. 
          QUESTION IS A LOT MORE WITH ERCOT, WE'LL HANDLE THE, THE, THE, UH, FINANCIAL SECURITY AND ALL. 
          SO ON THAT YOU HAVE ALL THE INFORMATION NECESSARY FOR MANY, MOST OF THOSE LOADS THAT HAVE ALREADY BEEN IN THE QUEUE TO DETERMINE WHETHER THEY'RE VALID OR NOT. 
          IS THAT SOMETHING THAT YOU'LL HAVE, UH, A LIST AVAILABLE TO US SOMETIME SOON? UH, RELEASE THAT, UH, AHEAD OF TIME SO YOU CAN START LOOKING AT WHICH ONES QUALIFY FOR, UH, BASE LOAD VERSUS ALLOCATED. 
          SO WE ARE EXPECTING TO PUT OUT A LIST TODAY OR AT THE LATEST, FIRST THING TOMORROW MORNING THAT WILL, UH, 
          [05:00:01]
WE WILL SHARE WITH TSPS, UM, THAT GIVES OUR VIEW ON THE STATUS WITHIN THE CURRENT PROCESS. 
          SO IT DOES NOT CONTAIN MEASUREMENTS AGAINST THE THE 58 41 CRITERIA. 
          IT'S IN THE PROPOSAL FOR PUBLICATION. 
          UM, BUT IT WILL MEASURE AGAINST THE CURRENT PROCESS. 
          SO THAT WILL AT LEAST GIVE TSP SOME INDICATION OF WHERE PROJECTS STAND AT THE MOMENT. 
          YEAH, THANKS FOR THAT. 
          AND THAT'S EACH TSP WILL SEE THEIR SET OF PROJECTS, BUT NOT EVERYBODY'S PROJECT. 
          CORRECT. 
          THAT'S GOOD. 
          SO THAT'S ONE QUESTION AND A AND A FOLLOW UP IS IF, IF THE PROJECT LANDS IN THE INCLUDED AND BAD ZERO AS BASE LOAD, THAT DETERMINATION IS MADE BEFORE THE SIX MONTH PROCESS, UH, STARTS, IS THAT ALSO CONSIDERED AS ER'S APPROVAL OF THAT LARGE LOAD STUDY FROM A STUDY STANDPOINT, ASSUMING THERE ARE OTHER REQUIREMENTS LIKE YOUR QSA AND EVERYTHING IS IS MET. 
          SO CAN WE OFFICIALLY START WORKING TOWARD, A LOT OF LOADS ARE KIND OF IN THAT PROCESS WHERE THEY'RE LOOKING FOR THAT CLARITY. 
          DO I HAVE APPROVAL OR NOT? OR, OR DO YOU HAVE TO WAIT TILL END OF THE SIX MONTHS BEFORE YOU CAN OFFICIALLY START? YEAH, I THINK, UM, COUCHING THIS IN THE, THE FUNDAMENTAL ASSUMPTION ON THIS CHART IS THAT LOADS THAT ARE INCLUDED AS BASE LOAD ARE EITHER OPERATIONAL OR APPROVED ENERGIZE, OR THEY HAVE VALID STUDIES PLUS COMMITMENT. 
          AND SO UNDER THE CURRENT PROCESS, A STUDY THAT HAS BEEN APPROVED PLUS COMMITMENT ALREADY ABLE TO MOVE FORWARD SO THAT THAT REALITY IS NOT REALLY CHANGING. 
          UM, BUT UH, YES, I WOULD SAY AT A CONCEPTUAL LEVEL, INCLUSION AS BASE LOAD. 
          UM, SOMEBODY ASKED ABOUT THE QSA EARLIER AND I SAID WE'RE PROBABLY HAVE TO LOOK AT THE CRITERIA FOR INCLUSION IN THE QSA TO ALSO ALIGN IT WITH, WITH THE BATCH. 
          BUT THAT WOULD ALSO, YOU KNOW, INCLUSION AS BASE LOAD IN THE BATCH I THINK WOULD ALSO LINE UP WITH, WITH ABILITY TO MOVE INTO THE QSA. 
          YEAH, THANKS FOR THAT. 
          AND THAT'S WHY I ASKED THE FIRST QUESTION OF, UH, IF Y'ALL CAN RELEASE THAT LIST OF WHAT'S CONSIDERED AS COMPLETE AND VALID, THAT WILL BE GREAT FOR US. 
          GREAT, THANKS. 
          ALRIGHT. 
          AND CAN I JUST MAKE A NOTE? I DON'T THINK THAT WE HAVE THIS IN THE DRAFT FIGURE, BUT I THINK IT'S BEEN ASKED A COUPLE TIMES, SO IF WE COULD JUST MAKE A NOTE. 
          I I THINK IT WOULD BE HELPFUL TO BE CLEAR ON THAT. 
          I, I THINK THAT MY ONLY HESITATION IS, UM, IF WE, IF WE, UM, SORRY I'M CAUCUSING WITH, UH, MY, MY, MY TEAM IN FRONT OF EVERYBODY, BUT UM, YOU KNOW, I THINK THAT IF WE GO DOWN THAT OPTION ONE PATH AND THEN 58 41 SAYS SOMETHING DIFFERENT, YOU KNOW, I THINK THAT'S THE ONLY RISK. 
          UM, BUT ANYWAY, I JUST, UM, 'CAUSE I DON'T, I DON'T HAVE ANY WAY TO TAKE NOTES HERE. 
          I JUST WANTED TO MAKE, MAKE THAT NOTE FOR YOU. 
          VERY GOOD. 
          UH, GREG BLUE, YOU UP. 
          HI GREG BLUE, THANK PETE ENERGY. 
          KIND OF A FOLLOW UP TO MY QUESTION THIS MORNING REGARDING THE 2000, UH, 26, UH, RTP. 
          SO UNDER, CURRENTLY UNDER THIS, THIS ELIGIBILITY CRITERIA, IT'S NOT IN THERE. 
          CORRECT. 
          OKAY. 
          SO I GUESS I WOULD KIND OF COMMENT ON, FOLLOW UP ON SHANNON'S COMMENTS THAT I AGREE THAT IF A PROJECT IS IN THAT PLAN, IT SHOULD BE COUNTED AS FIRM, IT SHOULD BE COUNTED IN TO PATCH ZERO OR YEAH, I, I THINK THE, UM, UH, YEAH, SO I THINK HERE'S THE CHALLENGE THAT I SEE WITH THAT. 
          AND UM, AND I, I MAY NEED, UH, LEGAL HELP WITH THIS IF, UH, IF I GO STRAY, LET, LET ME KNOW. 
          BUT I THINK IT IS WHAT WILL BE THE LAW OF THE LAND IN 2027 WHEN WE DEFINE WHAT THE FINAL TRANSMISSION PLAN IS. 
          IT, IT, IT WILL HAVE A POTENTIALLY DIFFERENT CRITERIA FOR WHAT IS A, FOR WHAT IS A, UM, A LOAD THAT IS ELIGIBLE FOR THE LOAD FORECAST THAN WHAT IS IN THE 2026 RTP. 
          AND IF THIS IS AN ACTION, IF WE HAVE TO COME OUT OF THIS WITH AN ACTIONABLE TRANSMISSION PLAN, THEN WE, WE NEED THOSE THINGS TO MATCH. 
          AND IF THEY DON'T MATCH, THEN I DON'T HAVE AN ACTIONABLE TRANSMISSION PLAN THAT THAT'S, I THINK THAT'S WHERE I'M TRYING TO GO IS I, YOU KNOW, WE, WE WANT AN ACTIONABLE TRANSMISSION PLAN TO COME OUT OF THIS AND, AND IF, AND IF THOSE ARE, ARE DIFFERENT THEN I, I DON'T HAVE THAT. 
          OKAY. 
          SO I GUESS I'M TRYING TO FIGURE OUT WHAT IS THE INCENTIVE FOR A LARGE LOAD TO, TO GET INTO THE TRANSMISSION PLAN. 
          IS THERE ANY INCENTIVE AT ALL FOR THE 2026 RTP? YEAH, IT, IT IS SO THAT THE 2026 RTP WILL PLAN TRANSMISSION FOR THAT LOAD. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, UH, NEXT UP IS 
          [05:05:01]
SANDEEP SHARMA, SANDEEP SHARMA, NEXTERA. 
          SO JEFF, UH, I'VE GOT FEW QUESTIONS BUT I'M, I'M GONNA GO AND LEAN BACK TO, UH, I THINK WHAT CHRIS SAID ABOUT THIS SLIDE, YOU KNOW, THE WORD COMPLETE AND VALID ARE VERY SUBJECTIVE AND YOU KNOW, I THINK MOST OF THE MORNING PRESENTATION PROVIDED A LOT OF CERTAINTY AND AS A DEVELOPER, YOU KNOW, I DON'T GET A LOT OF CERTAINTY WITH THESE WORDS LIKE COMPLETE AND VALID BECAUSE THESE ARE COMPLETELY SUBJECTIVE TO ERCOT. 
          AND I THINK WHAT MY SUGGESTION IS THAT IS THAT, YOU KNOW, IF A TSP CON CONDUCTS A STUDY AND SUBMITS THAT STUDY, I THINK THERE IS SOME STUDY THAT WHEN THE TSP DOES THAT STUDY, THAT TTSP IS ACTUALLY WORKING WITH ERCOT STAFF SCOPING THAT STUDY AND COMPLETING THAT STUDY MEETING ALL THE CRITERIA LAYERED OUT BY ERCOT, INCLUDING STUDYING P SEVEN, MAKING SURE, YOU KNOW, IT MEETS ALL THE REQUIREMENT FROM ERCOT WHEN THAT STUDY IS SUBMITTED. 
          THAT SHOULD BE CONSIDERED VALID IN MY OPINION. 
          AND THEN IF THERE ARE ANY GAPS, I THINK THOSE GAPS WILL BE IDENTIFIED AS YOU PUT THEM, PUT THOSE STUDIES IN THE BATCH PROCESS. 
          UH, BECAUSE THE WHOLE REASON WE ARE IN BATCH PROCESS WAS BECAUSE, YOU KNOW, EVERY TSP IS DOING THEIR STUDY AND IT'S NOT CONSISTENT AND THERE ARE GAPS, RIGHT? THE IDEA OF BATCH PROCESS WAS TO CAP, YOU KNOW, CATCH THOSE GAPS. 
          AND SO UNLESS, YOU KNOW, AT THE END OF THE BATCH PROCESS, IF ERCOT IS STILL CONCERNED WITH RELIABILITY, I THINK THE TSP SUBMITTED STUDIES SHOULD BE CONSIDERED, YOU KNOW, IN MY OPINION VALID BECAUSE THEY ALREADY HAVE A GOOD STARTING POINT. 
          SO THAT'S MY SUGGESTION. 
          AND BY DOING THAT AND LEANING MORE ON, YOU KNOW, 58, 4 81, I THINK YOU'D GET A REALLY GOOD SET OF LOADS THAT ARE COMMERCIALLY VERY SERIOUS ABOUT DEVELOPING. 
          SO THAT'S JUST, UH, MY SUGGESTION. 
          YEAH. 
          YEAH. 
          SANDY, SO YEAH, I I APPRECIATE THE TENSION IN THAT THE WORDS THAT WE HAVE ARE, UM, THEY ARE SUBJECTIVE. 
          THEY, THE REASON WE USE THESE WORDS IS WE'RE TRYING TO CONVEY THE PRINCIPLE, UM, THE PIGGER IS GOING TO USE VERY SPECIFIC LANGUAGE AS, AS BEST AS WE CAN COME UP WITH, IT'LL HAVE LANGUAGE THAT IS VERY SPECIFIC FOR THIS IS, THIS IS WHAT WE MEAN BY THAT. 
          UM, BUT I I I WOULD CHARACTERIZE THE ISSUE WITH THE EXISTING PROCESS THAT IS CAUSING US TO GO TO THIS IS THAT JUST BECAUSE A STUDY IS DONE AND IT, IT MAY BE TSP DID EVERYTHING RIGHT IN THAT STUDY, SOMETHING HAS CHANGED AND THAT STUDY IS NO LONGER VALID. 
          RIGHT? BUT I THINK THAT GAP CAN BE STUDIED WITH THE BATCH PROCESS, RIGHT? SO WHEN YOU STUDY THAT IN THE BATCH PROCESS, YOU WILL CATCH THAT, RIGHT? THAT'S THE WHOLE REASON YOU'RE, BECAUSE EVEN AFTER YOU DO THE BATCH STUDY, A NEW LOAD COMES, YOUR PREVIOUS BATCH STUDY IS NOT VALID, RIGHT? SO IN IN THE PURPLE YOU'RE RIGHT, BUT IF IN THE GREEN, IF I KEEP GOING BACK TO MY 500 MEGAWATT LOAD, IF I HAVE A 500 MEGAWATT LOAD AND I TELL THEM THAT YOUR YOUR FIRM YOUR YOUR BASE LOAD FOR 500 MEGAWATTS, BUT I I THE BACHELOR STUDY THEN IDENTIFIES I HAVE A PROBLEM WITH THAT 500 BECAUSE I HAVE A DIFFERENT 500 MEGAWATT LOAD THAT SHOWED UP IN THAT SAME NEIGHBORHOOD. 
          NOW I HAVE A RELIABILITY PROBLEM. 
          NO, AND I'M NOT ADVOCATING YOU CONSIDER THAT AS A FIRM LOAD. 
          OKAY. 
          I THINK IT STILL GETS INTO THE INPUT FOR THE BATCH PROCESS. 
          YEAH. 
          AND WHATEVER TSP ALLOCATED, I THINK THAT GETS REVISED WITH THE BATCH PROCESS, BUT IT GETS INTO THE BATCH PROCESS SO THAT IT CAN BE STUDIED AND, YOU KNOW, GET THE, GET ITS, UH, LCP AS A RESULT OF THE BATCH PROCESS. 
          YEAH. 
          OKAY. 
          YEAH. 
          AND, AND THAT'S, I THINK THAT'S THE INTENTION HERE IS E EVEN IF YOUR STUDY'S NOT VALID, YOU, YOU HAVE A PATH TO GET TO BEING PURPLE. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, THANK YOU GEORGE. 
          GEORGE C ALRIGHT, MOVE ON. 
          BROCK PETERSON. 
          HEY BROCK, PETERSON, SATOSHI ENERGY. 
          UM, A LOT OF MY QUESTIONS HAVE ACTUALLY BEEN ANSWERED, BUT I STILL HAVE THE FIRST ONE I ASKED EARLIER. 
          I DON'T THINK , UH, AND I COULD HAVE EASILY MISSED THIS AND DURING ALL THIS, SO APOLOGIES FOR THAT. 
          BUT, SO I HAVE A PROJECT, UM, YOU KNOW, LET'S SAY IT'S, YOU KNOW, A, UH, WE ARE IN THE, YOU KNOW, THE NETWORK OPERATING MODEL. 
          WE'VE DONE EVERYTHING. 
          THE LAST, YOU KNOW, ERCOT CHECKLIST ITEM IS YOU HAVE TELEMETRY. 
          UM, IF THAT IS EXPECTED TO BE DONE, LET'S SAY IN AUGUST OF THIS YEAR, IS THAT SOMETHING THAT STILL WOULD BE ABLE TO MOVE FORWARD WITH ENERGIZATION 
          [05:10:01]
UNDER THIS FRAMEWORK? OR IS THAT SOMETHING THAT'S HAVING TO WAIT FOR THE, UH, THE BATCH YEAR WOULD BE COMPLETE BEFORE I COULD ENERGIZE. 
          SO BROCK, JUST TO MAKE SURE I UNDERSTOOD, YOU'RE, YOU'RE TALKING ABOUT A PROJECTS THAT IS REACHED, I GUESS WHAT LEVEL OF MATURITY UNDER THE CURRENT PROCESS AND LOOKING TO ENERGIZE IN AUGUST? YEAH, SO, UM, I'VE, IF YOU LOOK AT LIKE THE ERCOT ENERGIZATION CHECKLIST, I'VE, YOU KNOW, I MEAN I'M IN THE PRODUCTION MODEL, I HAVE A SIGN OR CONNECTION. 
          I'VE, YOU KNOW, DONE EVERYTHING EXCEPT FOR THE, YOU KNOW, THE LAST THING THAT WE ALWAYS COMPLETE ON THAT IS TELEMETRY. 
          'CAUSE I HAVE TO HAVE THINGS IN THE GROUND AND TELEMETRY FLOWING TO ERCOT BEFORE I'LL GET THAT FINAL APPROVAL TO ENERGIZE. 
          UM, SO NOW I'M KIND OF IN THAT PERIOD OF WAITING FOR CONSTRUCTION TO BE COMPLETE, TO HAVE THE TELEMETRY, YOU KNOW, TO THE QSE THAT THEN FLOWS TO ERCOT AND ERCOT SAYS, YEP, WE HAVE THE TELEMETRY ON THE BREAKERS, YOU'RE GOOD TO GO. 
          UM, IF THAT'S SOMETHING THAT'S GONNA HAVE BE HAPPENING IN THE AUGUST TIMEFRAME, IS THAT SOMETHING THAT I WOULD BE ABLE TO STILL GO THROUGH ENERGIZE? OR AM I GONNA HAVE TO WAIT IN THE BATCH PROCESS IN THAT EXAMPLE? YEAH, SO THE, THE, THE INTENT IS FOR PROJECTS TO PROCEED THROUGH THE CURRENT PROCESS AT THE MOMENT. 
          UM, I WILL, YOU KNOW, AS A REMINDER THAT THE QSA IS NOW A PREREQUISITE TOWARDS YES, RECEIVING APPROVAL TO ENERGIZE, BUT THEN IF WE GO TO THE FLOW CHART, THE INTENT IS THAT, YOU KNOW, IF THAT LOAD IS ALREADY UNDER CONSTRUCTION AND IS INTENDING TO BECOME OPERATIONAL THIS YEAR, IT WOULD BE ABLE TO DEMONSTRATE THE DEVELOPMENT ACTIVITY 'CAUSE STARTING UNDER CONSTRUCTION. 
          AND SO IT WOULD BE ABLE TO PROCEED FORWARD AND WOULD BE MODELED FIRM AND BATCH ZERO. 
          OKAY, MY, MY OR UNDER THIS, Y'ALL DONE A GREAT JOB LAYING OUT THAT THAT WOULD BE, IS KIND OF, IS THE WAY I'VE DESCRIBED IT WOULD BE IS THE FIRM MY QUESTIONS MORE JUST LIKE THE MECHANICS OF WOULD I STILL BE ABLE TO ENERGIZE WHILE THIS BATCH PROCESS IS GOING ON? YEAH. 
          UH, THAT THAT'S THE INTENT, YES. 
          OKAY. 
          AND ALSO, UH, BEFORE I YIELD TO THE NEXT QUESTION, UM, JUST, I, I KNOW WE HAD THIS AT THE LAST COUPLE WORKSHOPS WHERE WE'VE BEEN KIND OF USING THE WORD AFFIRM AS A SHORTHAND. 
          UM, WE'RE NOT REFERRING TO WHETHER A LOAD IS ABLE TO VARY ITS CONSUMPTION OR NOT. 
          IT'S REALLY WHETHER THE LOAD IS SUBJECT TO UD IN THE BATCH PROCESS OR WHETHER IT IS TREATED AS BASE LOAD. 
          AND SO THE, YOU'LL NOTICE THE WORD FIRM DOES NOT APPEAR ON THIS CHART, AND THAT WAS DELIBERATE. 
          SORRY FOR THE FAUX PA. 
          UM, NO, I JUST DIDN'T WANT TO, I DIDN'T WANT FOLKS TO, YEAH, WE'VE ALSO BEEN TALKING ABOUT CLR, SO I JUST DIDN'T WANT TO, UH, LEAD TO MORE CONFUSION THERE. 
          YEAH. 
          SO BASE LOAD, UH, I DO HAVE A SECOND QUESTION IF, IF YOU DON'T MIND. 
          UM, I THINK I CAUGHT THIS EARLIER AND I WANTED TO JUST VERIFY IT. 
          SO I'VE MET 9.5, UM, I'VE GONE THROUGH THE LLIS PROCESS. 
          ARE MY, WOULD MY UH, STU STUDIES THAT HAVE BEEN APPROVED BY ERCOT BE CONSIDERED VALID OR ARE THEY STILL SUBJECT TO POTENTIALLY BEING CONSIDERED IN VALID? I THINK THIS IS SIMILAR TO THE QUESTION I THINK THAT BROTH HAD ASKED AND, AND ONE OTHER COM QUESTIONER THAT, YOU KNOW, WE, WE'VE, THIS CHART IS ORGANIZED AROUND THE UPCOMING 58 41 REQUIREMENTS. 
          AND SO WHAT IMPACT DOES 9.5 HAVE? UH, I I, I THINK WE, WE DON'T HAVE A DEFENDANT ANSWER THAT WE CAN GIVE IN THE ROOM TODAY, BUT WE HAVE MARKED THAT AS SOMETHING THAT WE'LL TAKE BACK AND, AND BRING SOME CLARITY ON. 
          AND, AND I UNDERSTAND I STILL NEED TO MEET, UM, PROBABLY 4 0 1. 
          MY QUESTION IS MORE ON UNDERSTANDING, UH, WHAT IS POTENTIAL, WHAT HAS THE POTENTIAL TO BE CONSIDERED IN VALID FROM ERCOT PERSPECTIVE? AND MAYBE TO KIND OF MAKE THAT POINT A LITTLE BIT MORE. 
          SO LET'S SAY I, YOU KNOW, I HAVE A LOAD THAT I SUBMITTED AND YOU KNOW, IT WAS STUDIED IN 22, 23. 
          UH, YOU KNOW, I'VE BEEN CONTINUING THE DEVELOPMENT OF THAT ASSET. 
          I'M SURE OTHER LOADS HAVE BEEN REQUESTED IN THAT TIME. 
          UM, AM I NOW SUBJECT TO, AND I'VE COMPLETED 9.5, YOU KNOW, I'VE COMPLETED, EVERYTHING'S KIND OF CURRENTLY IS LAID OUT AND I NOW BECAUSE OF THOSE OTHER LOADS, YOU KNOW, AND BECAUSE I WAS IN THE PROCESS EARLY, THERE'S POTENTIAL FOR ME TO BE INVALID. 
          AND THEN HOW IS THAT KIND OF TREATED WITH RESPECT TO LOADS THAT HAVE COME AFTER ME? UM, AND I THINK THAT'S, YOU KNOW, I MEAN SOMETHING, I KNOW SOME PEOPLE MADE SOME COMMENTS EARLIER ON ABOUT, UH, YEAH, I KNOW BOB KING DID THIS. 
          I SEE A NODDING HEAD THAT, UH, THE WHERE YOU ARE IN THE PROCESS IN KIND OF THE CURRENT SERIAL AND HOW THAT'S REFLECTED IN THIS NEW PROCESS. 
          I DO THINK IT'S IMPORTANT TO THINK ABOUT, UM, IS, YOU KNOW, FROM A DEVELOPER'S PERSPECTIVE WHO'S BEEN WORKING ON THESE THINGS FOR THE LAST SIX YEARS NOW. 
          WE APPRECIATE THAT. 
          YEAH, I, I DON'T THINK WE CAN GIVE A ANSWER ONE WAY OR ANOTHER ON A KINDA HYPOTHETICAL LIKE THAT, BUT, UH, UH, THE CURRENT PROCESS REMAINS IN EFFECT. 
          OKAY. 
          AND WE WILL LOOK FORWARD TO SEEING WHAT THE TSPS, UH, RECEIVE TOMORROW. 
          ALRIGHT. 
          UM, HERE'S WHERE WE'RE AT. 
          I HAD HOPED FROM FOUR TO FOUR 30 TO DO THIS HARVESTING 
          [05:15:01]
OF GOOD QUESTIONS TO SURVEY OUT. 
          I'M GONNA GIVE THIS ANOTHER 20 MINUTES TO SEE IF WE CAN GO THROUGH. 
          SO NO MORE ARE COMING INTO THE QUEUE, BUT IT'S, IT IS MISSION IMPOSSIBLE. 
          WE HAVE, YOU KNOW, 20, SORRY, 15 PEOPLE IN 10 MINUTES OR 20 MINUTES. 
          SO I'M GONNA PRESS THROUGH. 
          SO BE BRIEF AND AMAZING AND IF YOU CAN JUST ASK THE ONE AMAZING QUESTION, BE GREAT. 
          SO BLAKE KING, NO PRESSURE, GO. 
          OKAY, THAT, THAT SAID, I'LL TRY TO BE FAST. 
          UM, I'LL START WITH THIS SLIDE. 
          I'LL JUST SAY THAT, UH, THE COMMUNICATION ISN'T KIND OF PARTICULARLY CLEAR WITHOUT SUBSTANTIAL CONTEXT, AND I KNOW, YOU KNOW, JEFF JUST SAID THAT YOU'RE TRYING TO GET AT THE CONCEPT, OR MAYBE IT WAS AGE, BUT IF, IF IT'S POSSIBLE IN THE FUTURE, FLOWCHARTS, THAT REFERENCE, LIKE CURRENT PLANNING GUIDE CRITERIA LIKE 9.4 COMPLETE AND 9.5 COMPLETE, OR 9 4 9 5 9 5 9 6 COMPLETE, I THINK THAT WOULD REALLY HELP AND HELP CUT DOWN THE QUESTIONS INSTEAD OF THESE, UM, KIND OF MORE PRINCIPLE BASED SENTENCES. 
          UM, I JUST WANTED TO PROVIDE THAT FEEDBACK. 
          UH, AND THEN IF WE COULD GO ON SLIDE 28, UH, I'M GONNA REITERATE ON LIKE THE THING THAT FIVE PEOPLE HAVE SAID ALREADY. 
          SO RELATED TO OPERATING OR APPROVED TO ENERGIZE LOADS, I REALLY GET THE INTENT HERE, BUT THERE NEEDS TO BE SOME SORT OF DISCRETIONARY CHECK, RIGHT? LIKE, LIKE WE DESIGNED FOR, YOU KNOW, DESIGN DAY CONDITIONS AT 120 DEGREES WHEN THE LOAD PROFILE IS MAXED OUT. 
          AND LIKE, THERE COULD BE LEGITIMATE REASONS WHY THAT HASN'T HAPPENED YET. 
          AND SO THERE NEEDS TO BE JUST SOME SORT OF DISCRETIONARY CHECK AS TO WHY YOU HAVEN'T HIT A RAMP SCHEDULE BEFORE SOMETHING IS REALLOCATED. 
          UH, AND THEN, AND THEN LAST POINT REALLY QUICKLY. 
          I, SORRY, IT WAS SOMETHING GONNA RESPOND. 
          NO. 
          OKAY, GOT IT. 
          THE, THE LAST POINT I WANNA SAY IS THAT, YOU KNOW, EARLIER TODAY JEFF MADE A COMMENT ABOUT FOLKS TRYING TO SNEAK INTO THE QSA AND I, I REALLY UNDERSTAND WHY HE SAID THAT. 
          UH, YOU KNOW, I, I THINK IT'S, IT'S A REALLY INTERESTING POINT OF VIEW TO HEAR THAT FROM ERCOT, BUT I DO WANNA SAY I FEEL LIKE IT'S A BLIND SPOT. 
          UH, THE, THE RULES TO THIS PROCESS ARE CHANGING AND DEVELOPERS DON'T KNOW WHAT THE RESULTS OF THE QSA ARE GONNA BE. 
          SO THERE'S, THERE'S A REAL HUNGER FOR CERTAINTY AND GETTING RESULTS AND UTILITY MILESTONES IS PARAMOUNT TO DEVELOPING THESE ASSETS. 
          SO IF YOU HAVE A RAMP SCHEDULE THAT'S LIKE ON THE BORDER OF A QSA DATE, THERE'S A REALLY STRONG INCENTIVE TO GET IN AN EARLIER QSA AND GET RESULTS. 
          SO LIKE, WHILE, WHILE IT MAY FEEL LIKE FOLKS ARE TRYING TO SNEAK INTO AN EARLIER QSA FROM A DEVELOPER'S POSITION, IT, IT CERTAINLY FEELS LIKE THE CRITERIA ARE SNEAKING AWAY FROM US. 
          AND I, I JUST WANTED TO MAKE THAT POINT. 
          I KNOW EXACTLY WHY JEFF SAID IT AND I THINK IT'S, IT'S REALLY, UH, INTERESTING FROM A POINT OF VIEW PERSPECTIVE. 
          GOT IT. 
          BLAKE? YEAH. 
          AND APOLOGIZE FOR BEING SO, UH, CASUAL WITH MY WORDS. 
          ALRIGHT, LUKE HANSON? NO, NO OFFENSE TAKEN, WELL PLAYED LUKE HANSON. 
          HI, UM, LUKE HANSON, CLEAN AI HERE. 
          UH, MY COMMENT IS AROUND THE, THE THIRD OPTION FOR CO-LOCATION AND THAT, UH, YEAH, THE, SOME OF THE CLARITY THAT WE'VE BEEN TRYING TO, TO GET AROUND THAT IS, YOU KNOW, DOES IT THEN, IF YOU HAVE SEPARATE GENERATOR AND LOAD, ARE YOU THEN REQUIRED TO HAVE A WHOLE SEPARATE POIA SEPARATE BAY WITH A SEPARATE METER SEPARATE POI ESSENTIALLY? UM, AND YOU KNOW, THEN IT'S GONNA CAUSE US TO ADD MORE INFRASTRUCTURE AND MORE DELAYS IN ORDER TO BUILD THAT OUT. 
          UM, AND YOU KNOW, IT MIGHT BE A, A REASON TO PRIORITIZE AND ALLOWING, UH, THE, THE CLR CONCEPT OR ALLOWING THAT BRING YOUR OWN GENERATION TO BE BEHIND THE SAME POI AND SAME METER. 
          ALRIGHT, THANK YOU LUKE. 
          SO NOTED, UM, WE WERE GONNA STAY ON THE CRITERIA DISCUSSION RIGHT NOW. 
          THANK YOU. 
          ALRIGHT, ROTH. 
          HEY, UH, ONE QUICK COMMENT. 
          UM, SAME THING AS I THINK BLAKE SAID. 
          IF YOU CAN REFERENCE THE PLANNING GUIDE IN THE FLOW CHART, THAT WOULD BE AWESOME. 
          9.4 AND 9.5, STUFF LIKE THAT. 
          AND THE SECOND QUESTION WAS, UH, IN THE FLOW CHART, THE BOX IS FULL CRITERIA. 
          UH, YEAH, SO IS THAT, ARE WE TALKING ABOUT EVERYTHING THAT IS LISTED IN 4 85, 4 81? YES. 
          DOLLAR PER MEGAWATT SITE CONTROL AND ALL THOSE THINGS? YES. 
          OKAY, THANKS. 
          ALRIGHT, NEXT QUESTION. 
          ROSSER ROSS, IF YOU'RE TALKING, WE CAN'T HEAR YOU YET. 
          ALL RIGHT. 
          MARK, BRUCE AND MARK, IF YOU'RE TALKING HEAR ME OKAY. 
          YEP. 
          THERE YOU'RE, GO AHEAD. 
          OKAY. 
          SORRY, I WAS STRUGGLING WITH THE MUTE. 
          UM, JEFF, MY QUESTION IS ON SLIDE 33 AND I JUST WANT TO UN UNDERSTAND, 
          [05:20:01]
UM, WHICH SLIDE MARK? SORRY, GO AHEAD. 
          SLIDE NUMBER 33. 
          THANK YOU. 
          AND YOU KNOW, MY QUESTION IS, I'M TRYING TO UNDERSTAND YOUR CONCERN ABOUT, UM, DISSONANCE BETWEEN A REVISION REQUEST PROCESSED BY THE STAKEHOLDERS AND ADOPTED BY THE BOARD IN JUNE AND A COMMISSION RULE THAT GETS ADOPTED SOMETIME AFTER JUNE. 
          HELP ME UNDERSTAND YOUR CONCERNS ABOUT, UM, THAT DISSONANCE. 
          UM, YOU KNOW, WHY IN PARTICULAR THAT'S A PROBLEM AND I JUST WONDER IF YOU GUYS HAVE DISCUSSED, OR MAYBE BARKSDALE HAS A THOUGHT ABOUT IF THERE WAS A PLAN FOR THE PROPOSAL FOR ADOPTION TO INCLUDE LANGUAGE THAT MAKES IT SPECIFIC TO BATCH ONE AND BEYOND, THEN DO YOU NOT SORT OF GET A SEAMLESS TRANSITION PROCESS ON GATING CRITERIA FOR BATCH ENTRY? DOES THAT MAKE SENSE? UH, YEAH. 
          MARK, THIS IS BARKSDALE, UM, I, YOURS IS ONE OF SEVERAL OUTCOMES THAT WE ARE DEFINITELY CONSIDERING, BUT WE HAVE TO JUST BE TRANSPARENT AND SAY THAT THERE IS THE POSSIBILITY FOR, UM, THE COMMISSIONERS TO CHOOSE TO DO SOMETHING DIFFERENT THAN WHAT THE STAKEHOLDERS DO WITH BADGE ZERO. 
          AND SO WE'RE BEING TRANSPARENT AND IF THAT SHOULD START TO COME TO PASS, THEN, UH, STAFF, LIKE WE DID WITH THE COMPLIANCE PLAN, WE'LL TRY TO COME UP WITH SOME CREATIVE WAY TO MAKE SURE THAT EVERYTHING IS AS HARMONIOUS AS POSSIBLE. 
          OKAY. 
          IF I COULD JUST, I'LL BURN MY SECOND QUESTION THEN ON A FOLLOW UP TO THAT FOR YOU, BARKSDALE, UM, DO YOU HAVE ANY PARTICULAR CONCERNS IN MIND IF THERE IS CRITERIA ADOPTED IN A REVISION REQUEST AND THEN THERE ARE SUBSEQUENT CRITERIA ADOPTED IN A RULE IN ACCORDANCE WITH THE, THE DIRECTION OF THE COMMISSION? CAN THOSE BE TWO DIFFERENT THINGS FOR ONE, FOR BATCH ZERO AND ONE FOR BATCH? EVERYTHING ELSE? UM, I, YOU KNOW, I MEAN THE COMMISSION RULES WILL, WILL TAKE PRECEDENCE OVER THE ERCOT PROTOCOLS. 
          AND SO IF, UM, IF THE WORDS DON'T EXACTLY MATCH, UM, OR THE CONCEPTS DON'T EXACTLY MATCH, THEN WE HAVE TO DO AN ANALYSIS ON WHETHER THERE'S A CONFLICT. 
          AND IF A CONFLICT EXISTS, THEN THE RULE PREVAILS. 
          AND THEN IF THE RULE PREVAILS, WHAT DOES THAT DO TO ERCOT, UH, PROTOCOLS AND PLANNING GUIDES? SO THAT, THAT'S THE THOUGHT PROCESS, UM, TO HYPOTHESIZE ABOUT HOW WE RESOLVE THAT CONFLICT AT THIS POINT IS A LITTLE PREMATURE. 
          BUT, UM, YOU KNOW, I THINK THE NOTE HERE IS THAT WE'RE JUST TRYING TO BE TRANSPARENT IN, IN SAYING THAT THAT IS ONE POSSIBLE OUTCOME IN OUR MULTIVERSE AND, UM, AND WE WANT TO PLAN FOR IT. 
          THANK YOU, THAT'S HELPFUL FOR THOSE OF US WHO ARE THINKING THROUGH ALL THOSE THINGS. 
          I APPRECIATE THAT INSIGHT. 
          THANKS. 
          ALRIGHT, THANK YOU. 
          ANDREW KEEFER. 
          HI, THIS IS ANDREW KEEFER FROM VIN FULL ELECTRIC. 
          CAN YOU HEAR ME? OOH, WE CAN BARELY HEAR YOU. 
          IF YOU CAN GET CLOSER TO THE MICROPHONE. 
          APPRECIATE IT. 
          HOW ABOUT NOW? IS THAT ANY BETTER? THAT HELPS. 
          YEP. 
          FANTASTIC. 
          SO I UNDERSTAND THE PC NEEDS TO DO FIVE 8.1 AND WE HAVE TO IMPLEMENT WHATEVER THE STATUTES SAY, BUT JUST A BIG PICTURE QUESTION, I HOPE THIS IS A SOFTBALL. 
          UM, WHY DO WE NEED THIS DEPARTURE FROM TRADITIONAL RELIABILITY PLANNING AS IT RELATES TO LARGE ELECTRIC CONSUMERS AND INTERCONNECTIONS? SORRY, YOU CUT IN A LITTLE BIT. 
          JUST SAY IT ONE MORE TIME. 
          IS BIG VOICE. 
          JUST, UH, WHY DO WE NEED THIS DEPARTURE FROM TRADITIONAL RELIABILITY PLANNING AS IT RELATES TO LARGE ELECTRIC CUSTOMERS AND INTERCONNECTIONS? I KNOW WE HAVE STATUTORY DIRECTIVES, I KNOW THE PUC NEEDS TO DO WHAT THEY NEED TO DO IN PROJECT 5, 8, 4 8 1, BUT IT SEEMS LIKE WE'RE ADDING MORE PROCESS OR REFORMING THE PROCESS. 
          I'M JUST TRYING TO ASCERTAIN WHAT, WHAT THE NEED WAS FOR THAT. 
          YEAH, THIS IS BARKSDALE. 
          I'LL TAKE A STAB AT ANSWERING YOU. 
          I MEAN, SO FIRST OF ALL, THERE'S THE STATUTORY DIRECTIVE FROM THE LEGISLATURE IN SENATE BILL SIX, UM, SECOND, THERE WAS THE, UM, THE LARGE OUTCRY FROM THE INDUSTRY THAT, UH, THINGS WEREN'T WORKING AS SMOOTHLY AS THEY COULD, UH, HERE IN THE INTERCONNECTION PROCESS. 
          AND SO THE COMMISSION, UM, HAS STEPPED IN, UM, AT THE REQUEST OF, UH, STATE LEADERSHIP TO TRY TO HELP, UM, UH, CREATE A NEW PROCESS THAT WOULD ALLOW FOR QUICKER, UM, UH, INTERCONNECTION OF LARGE LOADS WHILE MAINTAINING RELIABLE OPERATIONS HERE IN ERCOT. 
          AND THEN THIRD, UM, ONCE ERCOT PROPOSED ITS, UH, INITIAL PATH FORWARD, UM, FOLKS SAID, HEY, THAT'S NOT REALLY GONNA WORK. 
          AND SO THE COMMISSION, UM, UH, DIRECTED ERCOT TO TAKE THIS STAKEHOLDER APPROACH. 
          SO I THINK, UM, YOU'RE HEARING LOUD AND CLEAR FROM OUR STATE'S LEADERSHIP, UH, THAT A NEW 
          [05:25:01]
PROCESS IS NEEDED. 
          THANK YOU. 
          EXCELLENT. 
          UH, EVAN NEIL, UM, REAL FAST ON, ON SLIDE 28, I JUST WANNA ECHO THE COMMENTS THAT BLAKE MADE ABOUT HEADROOM AND JUST LIKE A PLANNING STUDY, YOU GOTTA DESIGN FOR THE HOTTEST DAY. 
          UM, BUT ALSO I, I THINK THERE WAS JUST SOME CONFUSION, JEFF, WHEN I HEARD YOU TALKING ABOUT THAT SECOND BULLET AND THE SUB BULLETS, UH, IN THE TOP IT SAYS THE LESSER OF. 
          AND SO I GUESS I WAS JUST A LITTLE CONFUSED BY YOUR COMMENTS WHERE AN UPDATED, UM, LCP WOULD SUFFICE. 
          'CAUSE I GUESS MY READING OF THE LANGUAGE WOULD STILL BE THAT IF YOU OBSERVE SOMETHING SMALLER, THEN IT WOULD DEFAULT TO THE LESSER OF. 
          SO JUST CAN WE GET A QUICK CLARIFICATION? YEAH. 
          SO YOU'RE SAYING YOU GAVE US AN UPDATED RAMP, UM, SCHEDULE THEN? YEAH, I THINK THAT THE INTENT IS THAT WE WOULD RESPECT THAT RAMP SCHEDULE, WHICH I'M ASSUMING WOULD BE, YOU KNOW, AT, AT, UH, SO AT, AT WHATEVER YOU HAVE CONSUMED AND THEN LO LOWER THAN WHATEVER YOUR PREVIOUS RAMP SCHEDULE WAS AT, AT OR BELOW WHAT YOUR PREVIOUS RAMP SCHEDULE WAS. 
          OKAY. 
          YEAH, I GUESS MY POINT IS THAT LIKE WE WOULD GIVE YOU A RAMP SCHEDULE FOR LIKE, SAY A HUNDRED MEGAWATTS, BUT JUST BECAUSE IT WASN'T THAT HOT, YOU'D ONLY EVER OBSERVE MAYBE 70 OR 80. 
          AND SO I WOULDN'T WANT TO THEN GET THE LESSER OF THAT 70, 80 WHEN I, I NEED A HUNDRED. 
          RIGHT. 
          UM, UNDERSTOOD. 
          SORT OF THING. 
          JUST WANNA MAKE THE CLARIFICATION THERE. 
          AND THEN JUST THINKING OUT LOUD FOR, UM, YOUR OPTIONS, ONE OR TWO ABOUT THE 5 8, 4 8 1 HAVE, HAVE WE CONSIDERED JUST MAYBE STARTING WITH 5 8 4 8 0 REQUIREMENTS SINCE THE OUTCOME OF THIS IS GONNA BE A TRANSMISSION PLAN, SO WE KNOW THAT THAT'S THE MINIMUM THAT WE AT LEAST HAVE TO COMPLY TO. 
          I GUESS MAYBE THAT WOULD WORK INTO THE OPTIONS HERE, BUT JUST, YOU KNOW, THROWING THAT THOUGHT OUT THERE. 
          SO 5 8, 4 8 0 POINTS, 2, 5, 8, 4, 8, 1. 
          RIGHT. 
          UM, I MEAN, I COULD LEAN ON BARKSDALE, MAYBE JULIANA SAYS YES, SO YES, I TAKE HER, IT'S THE TRUTH. 
          UM, OKAY, GREAT. 
          I WAS JUST THINKING MAYBE THAT WAS A WAY TO HANDLE IT, BUT SOUNDS GOOD. 
          YEAH, THANK YOU. 
          ALL RIGHT, MONICA. 
          HEY JEFF, UH, JUST ON SLIDE 38, A VERY QUICK QUESTION. 
          TRYING TO UNDERSTAND THE USE OF WORD MAY AS PER THE SB SIX RULE, APPLICABILITIES CONCERN CONSIDERED, WE WOULD ACTUALLY THINK THE BATCH PROCESS KIND OF NEEDS TO BE MINDFUL OF THE INFLIGHT 39.169 PROJECTS TO AVOID ANY DELAY. 
          SO TRYING TO UNDERSTAND WHY THAT MAY WAS SB SIX RULES MAY APPLY. 
          SO YEAH, MAY AND MAY, YEAH, GO AHEAD. 
          AG YEAH, THIS IS REALLY JUST INTENDED TO BE A DISCLAIMER THAT THE NET METERING PROVISIONS IN SB SIX, UH, IN THE SUBSEQUENT RULE MAKING WILL STILL APPLY REGARDLESS OF ANY CHANGES IN THE BATCH. 
          SO THERE, THERE'S NO, UM, NO INTENT TO IMPOSE ANYTHING NEW HERE. 
          IT'S JUST REMINDER THAT, YOU KNOW, IF IF A LOAD ELECTS TO A NET METER WITH A, UH, EXIST A GENERATOR THAT WAS STANDALONE BEFORE SEPTEMBER 1ST, 2025, THERE ARE ADDITIONAL REQUIREMENTS THAT GO ALONG WITH THAT. 
          OKAY. 
          JUST YOU'RE TRYING TO JUST POINT OUT HERE THAT THOSE RULES WILL STILL APPLY. 
          NOTHING NEW NEEDS TO BE DONE FOR THAT AS PER THE BATCH PROCESS. 
          THERE IS NOTHING NEW IN THE BATCH PROCESS THAT WOULD IMPACT THOSE, THOSE REQUIREMENTS THAT WERE ESTABLISHED IN SENATE BILL SIX. 
          OKAY. 
          BUT THE TIMING WILL KIND OF STILL NEED TO SORT OUT RIGHT WHEN THE BATCH PROCESS ENDS. 
          AND YEAH, I, I, I HAVE TO, AS FAR AS THE TIMING, I'M GONNA HAVE TO DEFER TO CHRISTINA ON THAT ONE. 
          YEAH, CHRISTINA SWITZER, SENIOR REGULATORY COUNCIL FOR ERCOT. 
          UM, I THINK THAT'S SOMETHING THAT'S ALSO BEING DISCUSSED IN THE RULE MAKING AT THE PUC AND 58 4 7 9. 
          SO I DON'T, I DON'T WANNA GET AHEAD OF THAT ON, ON WHAT BATCH WOULD MEAN AND WHAT THOSE RULES WOULD MEAN HERE FOR THE 39 1 69 UM, LOADS. 
          OKAY. 
          THANK YOU. 
          ALL RIGHT. 
          HEY, EVERYBODY'S DOING GREAT. 
          WE HAVE THREE LEFT AND WE'RE GONNA HIT THE QUESTIONS HERE. 
          SO ANDREW SHAPER. 
          HEY GUYS, ANDREW SHOPPER WITH SHOPPER ENERGY CONSULTING. 
          I HAD JUST TWO COMMENTS. 
          UM, ONE WAS ON SLIDE 33, WHICH IS THE HARMONIZING THE BATCH PROCESS WITH PROJECT 58 4 81. 
          AND I KNOW Y'ALL ARE SHOWING THE FIRST OPTION HERE, BUT THIS IS REALLY KIND OF INCONSISTENT WITH WHAT WE HEARD IN THE OPEN MEETING, WHICH IS THAT THE COMMISSION IS NOT READY TO ADOPT THE LANGUAGE THAT WAS PUT FORTH IN THE PFP. 
          SO I THINK OUR CONCERNS THERE WOULD BE THERE WERE LIKE SIX OR SEVEN DIFFERENT THINGS IN THAT DRAFT LANGUAGE THAT NOT ONLY, NOT ONLY DIVERGED FROM WHAT STAKEHOLDERS HAD SUBMITTED, 
          [05:30:01]
BUT ALSO, UH, RAISED SERIOUS CONCERN AROUND DUPLICATIVE SECURITY. 
          AND I THINK YOU GUYS SAW A WHOLE LOT OF COMMENTS, UH, ALREADY STARTED TO COME BACK FROM STAKEHOLDERS ON THAT. 
          SO I THINK OUR PERSPECTIVE IS THAT OPTION ONE IS NOT REALLY WORKABLE IN AN INTERIM, UH, STAGE. 
          I THINK I LIKE EVAN'S IDEA ON, ON THE, UH, THE 58 4 80 RULE ACTUALLY MAYBE IS SIMPLER OR LOOKS SIMPLER. 
          UM, AND THEN I, I WANT TO ECHO BLAKE'S COMMENTS AS WELL ON THE, UH, ON THE FLOW CHART. 
          AND I THINK WE NEED TO BE AS CLEAR AS POSSIBLE ON THIS. 
          THIS IS A BIG LIKE MARKET COMMUNICATION ISSUE WHERE IF THE MARKET IS NOT SURE THAT 9.4 AND 9.5 ARE VALID UNDER THE CURRENT, UNDER THE CURRENT PLANNING GUIDE, I KNOW IT'S BEEN SAID IN THE PC OPEN MEETING, ERCOT HAS MADE THIS COMMENT THAT IT'S VALID AND YOUR STUDIES ARE ARE GOOD TO GO ONCE YOU MEET THOSE TWO THINGS. 
          BUT THERE'S A LOT OF HEDGING LANGUAGE AROUND THIS, AND I THINK THAT WE NEED TO BE REALLY CAREFUL ABOUT THAT. 
          AND, AND YOU, YOU SEE THIS KIND OF OUR INTERCONNECTION STUDIES COMPLETE AND VALID. 
          WELL, WHAT DOES THAT MEAN? I MEAN, I THINK WE NEED TO REALLY TIE THIS BACK TO THE CURRENT PLANNING GUIDE IF WE CAN. 
          AND THEN IF THERE'S AN INCREMENTAL COMMITMENT CRITERIA THAT COMES OUT OF 58,481 WHEN IT IS EVENTUALLY ADOPTED, THEN I THINK THAT MAYBE THAT SHOWS UP IN THIS NEXT LITTLE, YOU KNOW, NUMBER FIVE THERE. 
          UM, BUT THAT, THAT I THINK WOULD REALLY CLARIFY THINGS FOR THE MARKET. 
          AND I THINK THAT'S REALLY IMPORTANT TOO, BECAUSE RIGHT NOW, YOU KNOW, THERE'S CONTINUED UNCERTAINTY AROUND, UH, YOU KNOW, IF YOU FINISH THESE STEPS IN THE CURRENT PROCESS, YOU SHOULD BE CONSIDERED FIRM AND YOU SHOULD BE CONSIDERED BASE LOAD. 
          SO I'M NOT GONNA USE THE FIRM WORD, BUT UH, I'LL DEFER. 
          YEAH, SO APPRECIATE THAT COMMENT. 
          I, I THINK, UM, LET ME, UH, STATE IT THIS WAY. 
          UM, THE, THE CURRENT NINE FOUR, THAT IS A PATHWAY TO GET A COMPLETE AND VALID STUDY. 
          UM, HOWEVER, BECAUSE WE ARE PUTTING THIS, WE, WE WILL HAVE A, NOT A RETROACTIVE DATE, WE WILL HAVE A FUTURE DATE. 
          WE, WE NEED TO MAKE SURE THAT WE DON'T HAVE A WHOLE BUNCH OF STUDIES THAT COME IN AT THE LAST MINUTE AND WE HAVE LOADS THAT, UH, THEY'LL SAY IN INVALIDATE OTHER STUDIES. 
          UM, AND SO THAT, THAT, THAT IS A RELIABILITY RISK. 
          AND SO WE HAVE TO MAKE SURE THAT WE HAVE COMPLETE INVALID STUDY. 
          SO I WOULD SAY NINE FOUR STUDIES IS A PATHWAY TO THAT, BUT BECAUSE WE ARE NOT APPLYING THIS RETROACTIVE, THEN THERE IS A RISK. 
          UNDERSTOOD. 
          YEAH, NO, THANK YOU FOR THAT TOO, JEFF. 
          AND I, I APPRECIATE THAT. 
          I THINK IN A, IN A PERFECT WORLD, THERE WOULD BE A CLEAN CUTOFF BETWEEN THE CURRENT PROCESS AND THE FUTURE PROCESS AND UNDERSTAND THAT, THAT THERE COULD BE A WHOLE LOT OF LIKE LAST MINUTE STUDIES COME THROUGH THAT FOLKS THINK ARE, WOULD BE, WOULD, WOULD MAKE THEM INTO THE BASE LOAD. 
          SO A APPRECIATE THAT AND THANK Y'ALL FOR THE TIME SPENT PUTTING THIS TOGETHER. 
          ALRIGHT, SHANNON, CARAWAY, ALL RIGHT, THAT SAVES US TIME. 
          SHANNON, IF YOU COME BACK, WE'LL GET YOU IN PRASHANT. 
          HEY, UH, THIS IS RASHAN FROM BLACK MOUNTAIN. 
          UH, I JUST WANT TO GO BACK TO MY PREVIOUS COMMENT ON, UH, YEAH, I THINK IT'S 1 27 ON THE GENERATION SELECTION. 
          UM, CAN , UH, TAKE THE COMMENT BACK INTERNALLY AND PROVIDE AN UPDATE IN THE UPCOMING WORKSHOP? UH, THE COMMENT WAS BASICALLY TO UTILIZE EXISTING GENERATION THE FULL EXTENT BEFORE ACTUALLY PUTTING UH, UH, GENERATORS FROM THE, THAT BASICALLY, UH, MEET EACH R 1 27 REQUIREMENTS. 
          THANKS. 
          ALRIGHT, THANK YOU PRASHANT. 
          SO I THINK AT THIS POINT I'M GONNA PAUSE AND I'M GONNA GO TO THE FRONT OF THE ROOM AND EXPERIMENT WITH SOMETHING WE'VE NEVER DONE BEFORE, WHICH IS TO SEE IF WE CAN COLLECTIVELY COME UP WITH GREAT QUESTIONS OVER THE NEXT 20 MINUTES. 
          I KNOW THAT SOUNDS AWFUL. 
          I'LL START WITH AN EASY QUESTION WHILE I WALK UP. 
          THERE IS, RACHEL WANTS TO KNOW IF SHE SHOULD, SHE'S WILLING TO SET UP A FOOD ORDER FOR THE MARCH 10TH MEETING IF THERE'S PEOPLE THAT WILL DO IT, RAISE YOUR HAND IF YOU WOULD LIKE ERCOT TO SET UP TO WHERE YOU CAN BUY YOUR LUNCH AHEAD OF TIME. 
          IT'S OKAY IF THERE'S NOT, IF THERE'S FIVE PEOPLE, OKAY. 
          THAT'S NOT GONNA MAKE IT. 
          OKAY, THANK YOU THOUGH. 
          ALRIGHT JEFF, LET'S SWITCH. 
          YEAH, AND WHILE MATT'S WALKING UP, YOU KNOW, WE WILL SAY, UM, YOU KNOW, I REALLY DO APPRECIATE THE FEEDBACK. 
          UH, Y'ALL HAVE BEEN VERY ENGAGED IN THIS AND YOU, YOUR FEEDBACK HAS HELPED US TO REFINE THIS. 
          I, I HEARD POSITIVE COMMENTS TODAY, WHICH UH, UH, I HOPE IS TELLING ME THAT WE ARE GETTING THAT FEEDBACK RIGHT MAY AND MAYBE THERE ARE SOME THINGS WE STILL NEED TO WORK ON, BUT UH, JUST, YOU KNOW, ENCOURAGE YOU TO CONTINUE TO PROVIDE THAT FEEDBACK. 
          IT, IT'S EXTREMELY HELPFUL FOR US. 
          ALRIGHT SIR. 
          ALRIGHT, SO AND I MAY LOOK GLANCE, UH, HEY MARCO, MARCO AS 
          [05:35:01]
WE'RE GOING THROUGH THIS I MAY LOOK AT YOU SAY, DID YOU GET THAT QUESTION? 'CAUSE I WAS GONNA TRY TO TYPE IT OUT BUT HAVEN'T HELPED ME. 
          THAT WOULD JUST BE UGLY. 
          SO HERE'S WHAT WE THINK ARE GOOD SURVEY QUESTIONS TO START FROM AND THEN WHAT DO WE WANT TO ADD TO THE LIST? SO PICTURE THIS, WE SEND THIS OUT JUST LIKE WE DID THE OTHER SURVEY. 
          YOU OPEN IT UP, YOU CLICKY, CLICKY CLICKY SUBMIT ER, KAT'S GONNA TALLY THE DATA AND BRING IT BACK TO YOU. 
          WE HOPE THIS HELPS GET THE STAKEHOLDER COMMUNITY INTO THOSE GRAPHS THAT SHOW WHERE DO DEVELOPERS TSPS PEOPLE STAND ON? WHAT ARE THE BEST DESIGNED ELEMENTS WITHIN THE NPR IRRESPECTIVE OF THE SURVEY IN PARALLEL TO THIS? WE'RE STILL GONNA RELEASE THE REVISION REQUESTS ON MARCH 4TH. 
          UH, BUT AGAIN, SO THE FIRST ONE IS, WHAT SHOULD BE THE LATEST IN-SERVICE DATE FOR PROJECTS THAT WILL BE REQUIRED TO DEMONSTRATE DEVELOPMENT ACTIVITY? SO IS THAT THE, UM, WHAT'S THE CURRENT DATE ON THAT RIGHT NOW? THAT WAS THE END OF 2027. 
          IS THAT THE RIGHT DATE OR NOT? SO THAT'LL BE THAT QUESTION. 
          WHAT INFORMATION SHOULD BE REQUIRED FOR PROJECTS TO DEMONSTRATE DEVELOPMENT ACTIVITY? SO YOU'VE SEEN SOME OF THE THINGS TODAY ON THAT PIECE, WHETHER OR NOT YOU WANT TO ADD TO THAT. 
          WHAT DATE SHOULD ERCOT SET FOR PROJECTS TO MEET THE INTERMEDIATE AGREEMENT OR INTERCONNECTION AGREEMENT CRITERIA TO BE INCLUDED IN BATCH ZERO? DO YOU AGREE WITH ALCOTT'S FUNDAMENTAL PRINCIPLE FOR BATCH ZERO? AND IF NO, WHY NOT? DO YOU AGREE WITH THE PROPOSED BATCH ZERO REFINEMENT STUDY APPROACH? IF NO, WHY NOT? SO AGAIN, THIS IS THAT AFTER SELECTION STUDY. 
          UM, AND MAYBE THERE'S SOME QUESTIONS WE WANT TO HANG OFF THAT ONE. 
          YOU KNOW, I'VE HEARD PEOPLE SAY, WELL ARE YOU GONNA GIVE US MORE MEGAWATTS IF MY NEIGHBORS DROP OUT? OR THINGS LIKE THAT? SO WE CAN GO BACK TO THAT ONE IN A MINUTE. 
          WHAT SHOULD REMAIN CONFIDENTIAL, I KNOW SHANNON HAS HAS HIT THIS ONE A COUPLE TIMES, IS WHAT DOES IT LOOK LIKE TO BE MORE TRANSPARENT IN THIS PROJECT? SO WHAT SHOULD REMAIN CONFIDENTIAL IS IN TERM, FOR EXAMPLE, CUSTOMER IDENTITY POINT OF INTERCONNECT, REQUESTED MEGAWATTS, AWARDS BY YEAR ASSOCIATED TRANSMISSION UPGRADE LIST, WHICH CO-LOCATION CONFIGURATIONS SUCH AS LOAD PLUS BATTERY OR THINGS LIKE THAT SHOULD ERCOT PRIORITIZE WHEN DEFINING THE BRING YOUR OWN GENERATION RULES OR CONTROL BELOW RESOURCE, UM, DESIGNS WE TALKED ABOUT AND DOT, DOT DOT. 
          SO FIRST OF ALL, DOES ANYONE WANNA REFINE WHAT'S ON HERE OR IS CONFUSING IF YOU WRITE IT DOWN? I WAS LIKE, I JUST WISH THEY HAD SAID THE RIGHT QUESTION. 
          SO IS ANY QUESTION WRONG OR INCOMPLETE THAT YOU SEE HERE? DOING THIS AT FOUR 30 IS ALWAYS GONNA GET LESS. 
          YES SIR. 
          GO AHEAD SAM. 
          YEAH, I WOULD JUST SPECIFY THAT C UH, CLRS ARE INCLUDED IN THE BYIG QUESTION? YES. 
          OKAY, VERY GOOD. 
          THUMBS UP. 
          GOT IT. 
          OKAY. 
          WHAT QUESTIONS HAVE WE NOT ASKED THAT YOU WOULD REALLY LIKE TO WEIGH IN ON? YES SIR. 
          JESSE? UH, IT IS SORT OF ON THE BYOG BUT I THINK KNOWING HOW MANY LARGE LOAD DEVELOPERS OR HOW MANY LARGE LOAD CLIENTS THAT EXPECT OR THINK THAT THEY WILL BE INCLUDED IN BATCH ZERO WOULD LIKE TO HAVE THE OPTION TO DESIGNATE ANY NON FIRM DELIVERED MEGAWATT ALLOCATIONS OUT OF THE BATCH ZERO STUDY TO BECOME A CLR TO ALLOW FOR INTERIM OP OP INTERIM OPERATIONS WHILE THOSE UPGRADES ARE BEING BUILT. 
          OKAY. 
          YEP. 
          SO IT'S FIRST OF ALL, JUST FINDING OUT IF YOU'RE NOT AWARDED THE FULL AMOUNT, ARE YOU WILLING TO STRETCH INTO THAT DESIGN ELEMENT INTO THE CONTROL DELIVERY SOURCE? HEADROOM. 
          OKAY. 
          WILL YOU USE CLR CONSTRUCT? SO LET ME REPEAT BACK WHAT I THINK IT IS. 
          IF IN BATCH ZERO PROVIDED LESS FOR YOUR RAMP, WOULD YOU BE, WOULD YOU CONSIDER USING CONTROL LOAD RESOURCE TWO CONSUME POWER BEYOND YOUR RAMP AS A CONSTRUCT OR WHATEVER THE RIGHT WORDS ARE FOR IT? BUT YEAH, I CAN DROP IT IN THE CHAT, THAT WOULD BE GREAT. 
          OKAY. 
          OTHER QUESTIONS BILL? SO DEFINITELY AGREE WITH THE CLARITY ON WHAT CLR ARRANGEMENTS WILL BE, SHOULD BE PRIORITIZED ALONG WITH THE BYOG CONFIGURATIONS. 
          UH, I ASKED THIS EARLIER SO I, AND YOU HAVE QUESTIONS ON THE DIFFERENT CRITERIA. 
          SO I THINK WE MIGHT AS WELL ADD THIS ONE TOO, IS UM, WHAT DATE SHOULD ERCOT BE LOOKING IN TERMS OF THE CUTOFF OF YOUR, OF PARTIALLY COMPLETE STUDIES? ERCOT SLIDE 32 PARTIALLY COMPLETE STUDIES. 
          YEP. 
          ALRIGHT, SLIDE 32. 
          ALRIGHT. 
          YES SIR. 
          I WOULD JUST ADD ON THE UH, FIRST BULLET POINT FURTHER CLARITY AROUND HOW DO WE DEFINE DEVELOPMENT ACTIVITY. 
          I KNOW WE SAID SITE DEVELOPMENT, CONSTRUCTION AND UH, PURCHASE OF EQUIPMENT RELATING TO HIGH VOLTAGE, UH, TRANSMISSION. 
          UM, BUT I THINK JUST SOME CLARITY SURROUNDING THAT. 
          UM, PARTICULARLY WITH RESPECT TO MAYBE DEPOSITS FOR THAT FOR THE HIGH VOLTAGE TRANSFORMERS AND CIRCUIT BREAKERS. 
          [05:40:01]
YEAH, SO MAYBE WHAT WE CAN DO IS THIS, WE'RE ASKING THE QUESTIONS WE CAN EVEN POINT PEOPLE TO THE CONTEXT OF THE QUESTION. 
          SO DO YOU THINK MORE WORDS ARE NEEDED OR IF WE JUST REFERENCE BACK TO THIS SLIDE TO SAY, LOOKING AT THIS, I, I THINK MAYBE JUST SOME CLARITY AROUND THE WORDS. 
          I MEAN HOW IS SITE PREPARATION AND CONSTRUCTION DEFINED? UM, WOULD IT BE SITE PREPARATION OR CONSTRUCTION? TYPICALLY A CONSTRUCTION WOULDN'T BEGIN UNTIL SITE PREPARATION IS LARGELY COMPLETE. 
          RIGHT. 
          UM, AND THEN UH, JUST CLARITY AROUND PURCHASE. 
          UH, THE PURCHASE DEFINITION. 
          IS IT DEPOSITS OR UM, IS EQUIPMENT COMPLETE OR DELIVERED ON SITE? OKAY. 
          VERY GOOD. 
          THANK YOU. 
          THANK YOU. 
          ALRIGHT. 
          AND I SEE SOME QUESTIONS I THINK ON THAT, I'M SORRY. 
          OH SORRY PHYLLIS. 
          I THINK ON THAT TOPIC, JUST THE SIDE IS COMMENSURATE. 
          I'M SORRY. 
          YES, LIKE SHANNON SAID EARLIER. 
          YEP. 
          JUST LIKE, YOU KNOW, IF IT WAS A 50 MEGAWATT SITE IT'D BE EASILY GET THERE. 
          IT WAS HALF A GIG, IT WOULDN'T BE SO IT JUST NEEDS TO BE COMMENSURATE TO THE SIZE. 
          AH, OKAY. 
          SO IN TERMS OF DEMONSTRATED DEVELOPMENT ACTIVITY, BIG SITE VERSUS SMALL SITE ONE TAKES A LOT LONGER VERSUS, OKAY. 
          YES, COMM COMMENSURATE. 
          GREAT WORD WITH CAPACITY. 
          ALRIGHT, THANK YOU. 
          ALL RIGHT, SO I SEE SOME COMING IN, UH, PEERS. 
          NPR GOING THE JUNE BOARD. 
          SO THESE, LET'S SEE FOR MATT. 
          SO I'M SORRY COREY, IS THIS THE HOW COMFORT ALL STAKEHOLDERS FOR ANY PIGS NPRS GOING TO THE BOARD FOR JUNE APPROVAL? OH, IT MOVED ON ME. 
          YEAH, THIS IS MY, SORRY, I CAN JUST SAY IT OUT LOUD. 
          THIS IS SHARMA FRANK. 
          SO IN THE MORNING, YEAH, DON'T MY GLASSES FOR LUNCH. 
          THIS WAS UH, PROPOSED AS LIKE A, OH WELL SOME PIGGER LANGUAGE DOESN'T MATTER WHAT THE ISSUE IS. 
          COULD GO TO THE BOARD AS ESSENTIALLY THE SKELETON FOR APPROVAL OR GREAT BOXING OR WHATEVER. 
          BUT WE REALIZED THAT THERE'S SOME WIGGLE ROOM TO ACTUALLY DO MORE WORK AFTER. 
          UM, YOU KNOW, I HEARD IT, I'M NOT SURE HOW COMFORTABLE STAKEHOLDERS ARE WITH IT, BUT IT WOULD BE GREAT TO KNOW AS WE THINK ABOUT HOW MUCH WORK WE'RE TRYING TO GET DONE, WHETHER THE GUARDRAILS OR THE COMFORT AROUND APPROACHING IT THAT WAY IS, YOU KNOW, ENJOYABLE AND NOT LIKELY TO CAUSE PROBLEMS LATER. 
          THAT'S ALL. 
          OKAY. 
          UH, I'M SAYING OKAY ARE YOU, ARE THINK ERCOT IS GONNA FEEL BETTER AT THE BOARD WITH AS MANY SPECIFICS AS POSSIBLE, ESPECIALLY IF IT'S SOMETHING THAT IS NOT, DOES NOT EXIST CURRENTLY. 
          UM, AND TO THAT END, IF SOMETHING DOES EXIST LIKE ON THIS I'LL, I'LL JUST USE THE EXAMPLE FOR THE CLR, THE IDEA OF POSSIBLY CONSIDERING AN EXISTING DEFINED DESIGN SUCH AS THAT STEP TWO MITIGATION AND FOLDING THAT IN, THAT'S A MAYBE MM-HMM  BUT THE OTHER ONE OF GEN PLUS LOAD AND CALL IT ACL R, THAT'S A PROBABLY NOT, NO MATTER HOW MANY WORDS WE PUT ON THAT FOR THE JUNE BOARD, I DON'T, ERCOT DOESN'T WANNA ROLL THE DICE ON A MARKET DESIGN THAT HASN'T BEEN DEVELOPED YET AND START PLANNING TO SOMETHING THAT MAY OR MAY NOT SHOW UP AS A CONSTRUCT IN OUR REAL TIME OPERATIONS. 
          YEAH AND I THINK, SO I HEARD THE, THE COMMENT ABOUT IT IN THE MORNING SESSION BEFORE WE HAD THIS, BUT WE WERE TALKING ABOUT THE OTHER PIGGER OR MORNING PIGGER CONVO, UM, AND IT WAS MENTIONED THERE AND IT WAS SURPRISING BUT MAYBE IT WAS RELATED TO A TOPIC WHERE YOU FELT THAT YOU COULD ACTUALLY CONTINUE TO WORK ON REFINEMENT AFTER A BOARD APPROVAL AROUND BIGGER LANGUAGE. 
          SO I JUST GAVE YOU, OH SORRY. 
          ON REFINEMENT AFTER BOARD APPROVAL OF MM-HMM  PIGGER. 
          YEAH, I'M TRYING TO REMEMBER I SAID IF IT WAS UH, CHALLENGE ME ON THOSE, IF I SAY THINGS LIKE THAT, MAYBE THAT'S WHY SOMEBODY WAS CLAPPING WHEN I SAID IT. 
          UM, I DIDN'T MEAN TO BIND ERCOT TO LET'S PASS SOMETHING FOR PLANNING AND HOPE WE'LL FIGURE IT OUT IN THE FUTURE. 
          UM, SO, AND AGAIN, I THINK ANY OF THOSE THINGS THAT GO TO THE BOARD WOULD HAVE TO HAVE THE STORY TO SAY THIS NPR IS SOMETHING UP FOR APPROVAL BUT THIS HAS NOT BEEN WORKED OUT YET AND I DOUBT THERE WOULD BE ANY OF THOSE. 
          UM, OR THEY'RE VERY SMALL IF THEY ARE. 
          OKAY, WE'LL WE'LL KEEP TALKING. 
          YEAH, THAT'S A GREAT NICE FRAMING FOR US TO FIGURE OUT LIKE, OKAY, WHAT ARE WE DOING FOR JUNE? WE'RE DOING AS MUCH AS POSSIBLE AND LEAVING VERY LITTLE TO A GUEST THEREAFTER. 
          CORRECT. 
          OKAY. 
          YEP. 
          ALRIGHT. 
          UM, HERE'S A QUESTION THAT CAME IN TO ADD TO THE LIST. 
          IF DURING THE COMMITMENT PERIOD FINANCIAL SECURITY AND MEGAWATT ALLOCATION GET LOCKED, HOW WILL THE COST DIFFERENCES BE UNVEILED IN THE THREE MONTH STUDY ADJUSTMENTS OR ACCOUNTED FOR? I, SO I THINK THAT'S GONNA BE IN THE NEXT ONE. 
          THAT'S NOT NECESSARILY A SURVEY QUESTION. 
          WHAT I HEAR IS WHEN WE GET TO THE THREE MONTH, I ALMOST CALLED IT RE STUDY, HAVEN'T HELPED ME 
          [05:45:01]
THE UH, RE THE THE REFINING PROCESS, THE IDEA IS MEGAWATTS THAT WERE ALREADY AWARDED, STAY AWARDED, IT'S WHETHER OR NOT THE TRANSMISSION PROJECTS CHANGE OR GET SMALLER. 
          UM, SO THAT WE'RE NOT BUILDING LINES FOR LOAD THAT DROPPED OUT. 
          UM, TWO REQUESTS ON MECHANICS OF THE SURVEY. 
          WHAT IS THAT MONICA MATH TWO ONE. 
          WHEN YOU SEND OUT THE SURVEY LIKE LAST TIME ALSO SEND US THE PDF OF THE QUESTIONS. 
          YES, YES. 
          AND THE OTHER ONE IS WHEN WE HIT SUBMIT CAN WE GET A RESPONSE BACK LIKE THAT IT MADE IT THERE AND IT WOULD BE GREAT IF WE GET A COPY OF A RESPONSE BECAUSE WE FOLKS LIKE TO SAVE IT OFF. 
          IT'S SURVEYMONKEY SO IT DOES WHAT IT DOES. 
          YOU CAN ASK US AND I'LL GIVE YOU WHAT I GOT AND IF YOU WANNA SAY DID OURS GET IN? I CAN ASK SOMEONE TO GO CHECK. 
          OKAY. 
          BUT I CAN'T CREATE A SYSTEM THAT DOES COOL STUFF YET. 
          . 
          OKAY. 
          SO IT'S JUST A SURVEYMONKEY AND THEN IT COMES, WE HAVE A LITTLE DATA SET. 
          SO YEAH, CINDY, NOW THE PDF THAT YOU PROVIDED LAST TIME WAS EXTREMELY HELPFUL. 
          YEAH, I WILL PROACTIVELY DO THE PDF. 
          FOR THOSE OF YOU THAT DON'T KNOW, IT'S HARD TO GO INTO A SURVEY IF YOU'RE DOING IT ON BEHALF OF YOUR COMPANY, YOU DON'T KNOW WHAT ALL THE QUESTIONS ARE. 
          SO WE'LL TRY TO PUBLISH A PDF AND PUSH IT OUT SO YOU KNOW WHAT ALL THE QUESTIONS ARE SO YOU CAN COLLABORATE ON THAT. 
          SO HAPPY TO, YEAH. 
          MARTHA, HEY DID YOU ALREADY COVER WHAT THE SCHEDULE IS GONNA BE FOR THIS SURVEY? LIKE WHEN DOES IT GO OUT? WHEN IS IT DUE? YEAH, IT DEPENDS ON WHEN WE GET, IF WE GET IT, I'D LIKE YOU GUYS TO HAVE THREE OR FOUR BUSINESS DAYS AT LEAST AND TO HIT THE MID SPOT SO THEN FOR THE MARCH 10TH MEETING WE CAN TURN IT AROUND FOR YOU. 
          SO I WAS THINKING IF WE GET IT OUT FRIDAY WOULD BE A WEDNESDAY DEADLINE IF WE GET OUT ON MONDAY, MAYBE IT'S A THURSDAY DEADLINE. 
          SO SOMETHING LIKE THAT. 
          OKAY. 
          IS THAT REASONABLE? YEAH. 
          THANK YOU. 
          OKAY, GREAT. 
          OTHER FEEDBACK SURVEY QUESTION FROM JESSE. 
          DO LARGE LOAD CUSTOMERS WHO? THAT'S WHAT I, OH, THIS ONE YOU JUST DID. 
          OKAY GREAT. 
          SO I CAN SNIP THAT IN. 
          ALRIGHT. 
          YES. 
          BROTH. 
          WOULD IT HELP FOR THE SURVEY TO BE AFTER YOU PUBLISH THIS FIGURE? NO. 
          ? NO, WE'RE JUST TRYING TO GET FEEDBACK. 
          OKAY. 
          SO I MEAN ONCE THE PIGGER YOU KNOW, THEN YOU GUYS CAN GIVE COMMENTS TO IT AND DO THAT PIECE AND WE CAN KEEP RUNNING THESE SURVEYS AS A TOOL. 
          BUT WHAT I DON'T WANT TO DO IS DELAY YOUR FEEDBACK FOR ANOTHER WEEK. 
          LET'S GET IT NOW SO WE CAN KEEP WORKING ON IT. 
          ANYTHING ELSE WHO'D HAVE THOUGHT WE DID ENTER EARLY? MY GOODNESS. 
          ALRIGHT, WELL I CAN'T THANK YOU ENOUGH. 
          ON BEHALF OF THE ERCOT TEAM, UH, WE CAN'T THANK YOU ENOUGH FOR THE SUPPORT. 
          IT'S BEEN KIND OF AN EXCITING RIDE TO REALIZE WE'RE ACTUALLY BUILDING SOMETHING THAT'S WORKING. 
          UH, AND THANKS FOR THE GOOD FEEDBACK TODAY. 
          SO AT THIS POINT WE STAND ADJOURNED AND WE'LL TALK TO YOU AGAIN ON MARCH 10TH. 
          THANK YOU.
* 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.