* This transcript was created by voice-to-text technology. The transcript has not been edited for errors or omissions, it is for reference only and is not the official minutes of the meeting. [00:00:01] HERE. JUST A REMINDER, THE ANTITRUST [1. Antitrust Admonition] ADMONITION IN PLACE FOR ERCOT STAKEHOLDER MEETINGS. IT'S ON THE SCREEN AND I WILL NOW SET IT ASIDE. UH, TODAY'S MEETING, [2. Review Workshop Purpose] UH, WE HAVE THE BENEFIT. SO WHEN WE HAD DONE THESE WORKSHOPS BEFORE BACK IN FEBRUARY, UH, WE DID DO THE WEBCAST THAT IS OCCURRING TODAY. WE'LL CONTINUE TO DO THOSE FOR THE WORKSHOPS. UH, THE REASON THEY WENT AWAY IS BECAUSE WE TRANSITIONED FROM WORKSHOPS INTO READINESS MEETINGS, AND SO WE'VE LIT THIS BACK UP AGAIN SO IT'S EASIER FOR PEOPLE TO GO BACK AND UNDERSTAND WHAT AND WHY IS BEING DONE AND, UM, JUST TO HAVE THE HISTORY. AND SO TODAY, THE WAY WE WANTED TO UNPACK THE WORKSHOP, UH, WAS NUMBER ONE, TO TALK ABOUT THE WORKSHOP PURPOSE. UH, IT'S IN SOME WAYS IT'S HARD, IN SOME WAYS IT'S EASY. UM, WE HAVE A PLANNING PROCESS AND WE HAVE A BATCH ZERO PROCESS THAT ARE IN FLIGHT, AND THEY'RE IN PARALLEL AND DON'T FIT VERY WELL TOGETHER. UH, AND SO THE IDEA IS IF WE COULD SLOW DOWN AND DRAW THIS OUT ON PAPER, ON HOW WE WOULD'VE DESIGNED IT ORIGINALLY, THAT IS THE, THAT IS THE EFFORT OF THE WORKSHOPS TO SAY WAS AN OPTIMAL WAY TO EFFICIENTLY PLAN THE SYSTEM WITH THESE LARGE LOADS COMING IN. AND THAT CENTRAL TRANS, YOU KNOW, COMPREHENSIVE TRANSMISSION PLANNING PROCESS INCLUDES BATCH PROCESS. IT'S THE IDEA OF A VENN DIAGRAM WHERE EVERYTHING IS IN A PLANNING REALM AND HOW THIS FITS TOGETHER. SO THE REVIEW OF THE WORKSHOP IS REALLY TO HONE IN ON ACTIVITIES, ROLES, AND RESPONSIBILITIES TO REALIGN AND IMPROVE. AND HONESTLY, IF WE DIDN'T CHANGE ANYTHING IN BATCH AND DIDN'T CHANGE MUCH IN PLANNING AND JUST REALIGNED, THAT'S ALREADY A WIN. SO WHAT WE'RE LOOKING FOR IS WHERE ARE THE EFFICIENCIES TO START TO STRIP DOWN AND REBUILD THINGS THAT WOULD BE MORE EFFECTIVE. UH, THE NEXT PIECE IS, YOU MAY NOT BE AWARE OF, I PUT IT OUT IN THE MARKET NOTICE IN JULY THAT SAID, ERCOT IS ENGA ENGAGING WITH THE WIRES COMPANIES ON, UH, THIS COMPREHENSIVE TRANSMISSION PLANNING. WE'VE TALKED ABOUT BATCH FOR HALF A YEAR. LET'S START TO GET BACK UP TO SPEED ON THE PLANNING PROCESSES TO SET THE STAGE FOR TODAY, WHICH IS, WHAT DOES NEW SCOPE LOOK LIKE? UH, WE'LL TALK ABOUT THE OVERALL ENGAGEMENT TIMELINE, WHAT WE'RE TRYING TO GET OUT THE DOOR IN THIS PROCESS. UM, I, I WILL SAY THE WORK FROM THIS WORKSHOPS WILL NOT BE DONE IN THE NEXT FEW MONTHS. IT WILL PROBABLY TAKE ANOTHER ITERATION, UM, AS THINGS DO AT ERCOT TO EVOLVE. ALSO, THE, UH, SCOPE AND DESIGN CRITERIA, JUST WE ARE LOOKING FOR MORE INPUT. THIS IS ONE OF THOSE MEETINGS WHERE THERE'S NO BAD IDEAS. IT'S AN OPEN MICROPHONE BRAINSTORMING TYPE SESSION. AND THEN ON OUR NEXT STEPS, WE WILL BE LOOKING AT USING A COUPLE OF, UH, SURVEYS TO HELP NARROW DOWN, UH, THE UNIVERSE. AND SO WE MAY COME UP WITH 20 GREAT IDEAS TODAY. WE CAN'T IMPLEMENT 20 IDEAS. WHAT ARE THE TOP THREE TO FOCUS ON? AND THOSE MAY CHANGE IF YOU'RE A LARGE LOAD OR A WIRES COMPANY. AND HOW DO WE PUT ALL THAT TOGETHER? SO AGAIN, THAT'S KIND OF THE ERCOT HEAVIER LIFT BEHIND THE SCENES WILL BE TO STAND UP A SURVEY AND START TO HARVEST THAT INFORMATION. AND, UM, I THINK THAT SETS THE STAGE, UH, THE END. IT'S A HARD STOP AT FIVE O'CLOCK. WE DON'T HAVE ANY VOTING ITEMS. WE DON'T HAVE TO STAY LATER. MY OVER UNDER IS FOUR 30, SO I'M HOPING THAT FOUR 30 IS THE TIME OUT, WHICH IS NOT FAIR TO SAY WHEN YOU'RE THE CHAIR. ALRIGHT, SO, OH, I HAVE TO RELEARN THIS EVERY FEW MONTHS. OKAY, THAT WORKED. OKAY, SO LET'S JUST GO AHEAD AND JUMP IN. I, I'M SORRY, LET ME SAY THIS ONE THING. I'M GONNA OPEN THE DOOR BRIEFLY AND I'M GONNA SHUT IT VERY QUICK. BATCH ZERO TODAY IS AUGUST 31ST. TODAY'S A BIG DAY. THIS IS WHERE ERCOT IS COMMUNICATING OUT TO THE WIRES COMPANIES THE ELIGIBILITY DISPOSITION AS IT STANDS TODAY, RECOGNIZING ALL THE OTHER STUFF THAT'S GOING ON, UM, FROM BEING, IT'S NOT NECESSARILY THE FINAL ELIGIBILITY, BUT IT IS WHAT THE ELIGIBILITY IS AS OF TODAY WITH THE ONGOING POLICY EVOLUTION. SO, JEFF, IS THERE ANYTHING TO ADD TO THAT? BUT HERE'S WHAT I WANNA DO IS NOW SHUT THE DOOR ON BATCH ZERO AND MOVE ON. AND THIS IS A MEETING ABOUT BATCH ONE PLUS AND THE COMPREHENSIVE TRANSMISSION PLAN. BUT ANY CLARIFYING QUESTIONS ABOUT WHAT I JUST SAID? OKAY, WELL I WOULD'VE LOST THAT BET. OKAY. OH, THERE YOU GO, BILL. THANKS. YES, GO AHEAD SIR. IS THERE, IS IT POSSIBLE TO GET, UH, AN IDEA ON WHEN WE MAY GET INFORMATION AND DETAILS ABOUT WHAT THE COMMUNITY IMPACT QUESTIONS AND RI ARE GONNA BE ABOUT? IS THERE A MARKET NOTICE COMING OR SOMETHING, UH, ON THAT ASPECT RE REGARDING THE BADGE ZERO AUDIT BILL, THIS IS JEFF. I, WE HAVE THE RIGHT PEOPLE IN THE ROOM TODAY TO ANSWER THAT. SO THAT'S PART OF THE REASON WHY BADGE ZERO STUFF AND, AND THE COMMUNITY IMPACT, ALL, ALL THAT STUFF IS OFF THE, UM, AGENDA FOR TODAY. ALRIGHT. ALL RIGHT. ANY OTHER QUESTIONS? OKAY, THANKS. YEP, THANKS BILL. ALRIGHT, OKAY. [00:05:03] THAT'S REALLY BRIGHT. YOU CAN GET SUNTAN UP IN THE FRONT ROW HERE. UM, SO IN TERMS OF AN OVERVIEW, HERE'S THE MESSAGE. WE'VE BEEN TALKING TO THE WIRES COMPANIES ABOUT QUITE A BIT, AND I'LL TRY TO SLOW DOWN BECAUSE IT FEELS SO REHEARSED. I KINDA DESCRIBED THE RE-IMAGINING THE PLANNING PROCESS. WHAT DOES IT LOOK LIKE TO FIT EVERYTHING TOGETHER? UH, WE HAVE A STRUCTURED PROCESS FOR EVALUATING AND ALLOCATING LARGE LOAD IN OUR CONNECTION REQUESTS THAT HAS TRANSITIONED INTO THIS BATCH ZERO. BUT THERE IS A NEED FOR THINGS THAT FIT INTO, WELL, WHAT DOES THIS MEAN FOR THE LOAD FORECAST? FOR EXAMPLE, ONCE WE GET THE COMMITTED LOADS FOR LARGE LOADS, WE KNOW WHAT THE LOAD FORECAST IS, BUT WHAT IS IT TODAY OR WHAT WILL IT LOOK LIKE IN A NORMAL RHYTHM? UM, AND THEN THE BATCH STUDIES, UH, THE REGIONAL TRANSMISSION PLANNING, RPG, ALL OF THOSE OTHER WORKS, HOW DO WE GET THAT INTO A SINGLE FRAMEWORK? UM, AND THEN AS THE LOAD GROWTH ACCELERATES, IT'S NOT JUST ABOUT LARGE LOADS, YOU KNOW, WE'LL TALK ABOUT MEDIUM LOADS TODAY. THERE ARE SOME FAST MOVING THINGS THAT ARE GOING ON. HOW DO WE MODERNIZE OUR SYSTEMS AND PLANNING TO GET INTO, UM, STUDYING IT EFFECTIVELY? UH, WE'RE CONDUCTING THESE TSP INTERVIEWS THAT WE JUST TALKED ABOUT AND WE'LL TALK MORE ABOUT IN A MINUTE, ESPECIALLY CHRISTIE WILL WALK US THROUGH THAT. UH, WE DID ISSUE THAT MARKET NOTICE ON JULY 8TH THAT I SPOKE OF EARLIER, STARTING THAT PROCESS UP. AND WE LOOK FORWARD TO YOUR CANDID INPUT TODAY. SO, UM, LET'S SEE IF THERE'S ANY QUESTIONS. SO TO BE ABUNDANTLY CLEAR, ERCOT IS REACHING OUT TO THE UTILITIES TODAY, LETTING THEM KNOW WHO'S SLOT INTO BATCH. JOE, THAT IS TRUE, YES. IS THERE ANOTHER QUESTION FROM, UH, FIRST INITIAL, I'M SORRY, PRASHANT, ARE YOU IN THE ROOM OR ONLINE? UH, YES, I'M ONLINE. UH, JUST A QUICK QUESTION BEFORE MOVING TO BATCH. UH, ONE, SO THE WILL BE COMMUNICATING TO TSP AND THE STATE, UH, DEVELOPERS NEEDS TO REACH OUT TO TSP TO GET THAT CONFIRMATION. UH, YES. IS THAT RIGHT? OKAY. UH, THE SECOND QUESTION, UH, IS, UH, I KNOW INITIALLY WAS PLANNING TO RELEASE THE INITIAL BAD ZERO MODELS IN THE AUGUST. CAN YOU, CAN I PROVIDE AN UPDATE ON THE RECENT DELAYS? EVEN? WHAT IS AN UPDATE THERE? THANKS. YEAH, WE CANNOT PROVIDE AN UPDATE ON THAT. WHAT I HEARD YOU SAY IS, WILL WE RELEASE THE MODELS FOR THIS? AND THE ANSWER IS NO, NOT AT THIS TIME. NOT ON AUGUST 31ST AS PLANNED. OKAY. ALL RIGHT. OKAY. SO, UH, THERE HAVE BEEN QUESTIONS. WHAT IS PLANNING ALL ABOUT? WHY DO WE DO IT? WHY DO WE DO WHAT WE DO? UH, KIND OF GET SOME BOUNDARY CONDITIONS ON THINGS. SO THERE IS AN ANNUAL TPL STUDY THAT'S A NERC, UH, SUPPORT STUDY. AND THE WIRES COMPANIES ALSO HAVE THEIR REQUIREMENTS AROUND SOME OF THESE ITEMS. THERE IS THE IDEA OF ALSO WE NEED TO CREATE AS WE GO THROUGH THE PLANNING PROCESS, ACTIONABLE TRANSMISSION PLANS WHERE EVERYONE KNOWS THE FUTURE WIRES THAT ARE BEING BUILT. AND THEN THE OTHER PIECE IS THIS BATCH STUDY, UH, THAT WAS INCORPORATED OF HOW TO SCREEN LARGE LOADS. SO THOSE ARE THE PARAMETERS THAT WE OPERATE IN. WHEN IT COMES TO MORE DETAILS AROUND THOSE, I DIDN'T PLAN TO READ THESE, BUT IT'S THE IDEA OF THEIR RELATED STANDARDS. AND WE CAN, I'M GONNA SAY THIS VERY CAREFULLY. NERC REQUIREMENTS ARE DIFFICULT AND SLOW TO CHANGE. PUC REQUIREMENTS HAVE BEEN ADAPTING TO THINGS. SO WE'RE ALLOWED TO THINK OUTSIDE OF THE BOX AT THIS POINT OF IF WE COULD DO IT DIFFERENTLY, IS THERE A MORE EFFECTIVE WAY, EVEN IF IT MEANS WE HAVE TO CHANGE COMMISSION RULES. SO THAT'S ALLOWED TO DISCUSS. UM, YOU KNOW, AND OBVIOUSLY AS IT GETS INTO SOME OF THESE OTHER RULES, THERE MAY NOT BE A, A PAL. SO JUST UNDERSTAND WE ARE TRYING TO STAY A LITTLE BIT OUT OF THE BOX AND THEN GO IN AND FOCUS ON WHAT WE WANT TO ACTUALLY IMPLEMENT. SO IN TERMS OF TODAY'S WORKSHOP, AGAIN, IT'S, UH, COLLABORATING WITH STAKEHOLDERS. WE'RE GONNA SHOW YOU SOME THINGS THAT WE KNOW. WE HAVEN'T FIGURED OUT A LOT OF THIS. SO IT IS A WORK IN PROGRESS AND OPEN TO YOUR IDEAS. UM, MAINLY, YOU KNOW, WHERE ARE THERE THESE INEFFICIENCIES THAT WE START TO HEAL? UH, PURPOSE, IT'S TSPS AND ALL STAKEHOLDERS WHO COLLABORATE TO EMERGE THIS TARGET END STATE. HOW DO WE GET TO A SINGLE SOURCE OF THE TRUTH OF WHAT'S THE LOAD THAT'S COMING ON? ARE THERE WIRES THAT ARE BEING BUILT? UM, AND THEN WHAT COMES NEXT IS THAT WE ARE GOING TO ULTIMATELY GET THIS INTO A SET OF REVISION REQUESTS. AND WE'LL TALK ABOUT THAT IN A FEW MINUTES, WHICH IS, UM, I, I'LL SHOW YOU A TIMELINE. WE'RE NOT THERE TODAY. WE DON'T HAVE A REVISION REQUEST TO SHOW YOU IN THE NEXT MONTH. SO LET'S GO BACK IN TIME. THIS IS THE FUN PART. YOU JUST KINDA SIT BACK AND SAY, OKAY, THEY CAN TELL US HOW THIS STUFF WORKS. BATCH ZERO WAS STOOD UP FEBRUARY THROUGH JULY WAS APPROVAL. AND WHAT IS IT? SO IT'S A REMINDER BECAUSE AS WE TALK ABOUT BATCH ONE, IT'LL HELP TO REPRIME THE GROUP. IT'S BEEN A FEW MONTHS FOR SOME OF US OF WHAT DOES IT LOOK LIKE AND WHAT DOES IT TAKE? AND SO THERE'S THE IDEA OF YOU HAVE TO BUILD THE CASES TO RUN THIS STUDY BECAUSE YOU NEED THE LARGE LOADS INTO THAT SPACE. THEN YOU RUN, [00:10:01] AND BY THE WAY, THESE ARE MONTHLY INCREMENTS IS WHAT'S BEEN RUNNING. AND SO THE STEADY STATE ANALYSIS WAS ON THE ORDER OF 25 WEEKS. AND THIS IS WHERE ERCOT AND THE TSPS COLLABORATE AT THIS POINT. THEY GET THE MODEL, WE HAVE THE MODEL, AND NOW WE'RE IN A RACE TO SEE HOW FAST THE BATCH PROCESS CAN GET TO THE NEW TRANSMISSION NEEDED TO SUPPORT THINGS SIX YEARS FROM NOW. AND SO IT'S WHERE ERCOT IDENTIFIES THE CRITERIA VIOLATIONS WHERE AREAS OVERLOADED AND CAN'T BE FULLY SERVED. THEN ERCOT AND THE TSPS IDENTIFY THE IMPROVEMENTS NEEDED TO RESOLVE THOSE VIOLATIONS. THE TSPS DETERMINE THE FEASIBILITY AND SCHEDULE OF THAT. IS THIS A ONE YEAR, TWO YEAR, THREE YEAR PROJECT? AND THEN WHAT ARE THE COST ESTIMATES FOR THOSE PROJECTS? ALL OF THIS IS HAPPENING IN THIS, UH, MULTI-MONTH PERIOD. AND THEN TO DETERMINE WHAT CAN RELIABLY BE SERVED IN TERMS OF MEGAWATTS FOR EACH LOAD. SO IF YOU WEREN'T INVOLVED IN THIS, IT'S THE IDEA OF A THOUSAND MEGAWATT LOAD DOESN'T SHOW UP OVERNIGHT. IT MAY TAKE FIVE YEARS. SO THOSE LOAD RAMPS ARE A REQUEST TO BE SERVED SUCH AS 200, 400, 600, 800, BUT THE SYSTEM MAY ONLY BE ABLE TO HOLD LESS THAN THAT. SO IT MAY BE 100, 100, 100, THEN 500. SO THIS IS THAT DETERMINING THE RELIABLY SERVED MEGAWATTS FOR EACH LOAD IN THOSE IN RIM YEARS. AND THEN ULTIMATELY CREATING THAT LOAD REQUEST TO, UM, IMPROVE THE SYSTEM, THE TOPOLOGY. NOW AT THAT POINT, WE GET TO THE END OF THE BATCH STUDY PROCESS, AND THERE'S ALSO THE STABILITY ANALYSIS THAT GOES BEHIND THAT TO IDENTIFY ANY CONSTRAINTS. ERCOT POSTS A FINAL REPORT, AND THEN THERE'S A 60 DAY COMMITMENT DECISION WINDOW THAT MAY BE WHERE A DEVELOPER SAYS, I ONLY GOT HALF THE POWER FOR THE FIRST THREE YEARS. THAT'S A DEAL BREAKER FOR ME. I'M OUT. OTHER ONES SAY, I SEE THAT WE GOT A HAIRCUT ON A LOT OF THINGS, BUT WE'RE GONNA STAY IN THE END GAME IS WORTH IT TO US. SO SOME MAY FALL IN, SOME MAY FALL OUT. AND SO AT THE END OF IT IS THIS REFINEMENT STUDY. IF WE HAD A HUNDRED GIG GOING INTO BATCH, AND NOW BASED ON THE COMMITMENT GOING FORWARD, IT'S ONLY 75 GIG, WHAT SHOULD WE BE BUILDING? AND THAT'S THE REFINEMENT PROCESS TO SAY IN THE BATCH THAT SAYS, MAYBE WE DON'T NEED THESE LINES OR NOT THAT, YOU KNOW, MAYBE WE DON'T NEED A 3 45, IT'S A 1 38 TO SERVE THE LOAD THAT STAYED IN. AND THEN ULTIMATELY, IF YOU REMEMBER THE PROTOCOL STATE, THEIR PLANNING GUIDE STATES, ALL OF THOSE PROJECTS ARE WRAPPED INTO AN ERCOT WIDE RPG. UM, SET. COMMENTS ARE RECEIVED. IT'S A PROJECT THAT GOES FORWARD TO TACK IN THE BOARD. UM, AND YOU'LL REMEMBER THERE WAS A TIMELINE WITH THIS. WE'VE HASHED OUT THE TIMELINE BECAUSE THINGS ARE IN THE AIR RIGHT NOW, BUT SEQUENTIALLY THIS IS WHAT WAS PLANNED FOR AND THE TYPES OF DURATIONS THAT WERE PLANNED FOR. SO THAT WAS THE ORIGINAL PLAN. SO THE OTHER PART OF THE BATCH IS WHAT DOES IT LOOK LIKE TO STUDY A MULTI-YEAR SYSTEM? AND SO WHAT WE HAD AGREED TO, AND WE'LL USE FOR DEMONSTRATION PURPOSES TODAY, IS WE ARE STILL CONTINUING WITH THE BOOKEND STUDY IS WHAT WE CALLED IT. IF YOU ALL REMEMBER THAT, THAT WAS THE KINDA THE BREAKTHROUGH IN MARCH OR APRIL OF HOW DO WE GET THIS LAST YEAR STUDY. AND SO THE IDEA IS TO FULLY STUDY THE YEAR SIX OUT, ALSO FULLY STUDY THE YEAR FOUR OUT AND THE YEAR TWO OUT, AND THEN ALLOCATE ONLY ON 2029 AND 2031. SO AN EXAMPLE WOULD BE IN 2031, ALTHOUGH YOU DON'T FULLY STUDY AND BUILD TRANSMISSION FOR THAT, IF THERE IS A 7 65 LINE THAT WAS SUPPOSED TO ENERGIZE IN 2031 WILL ALLOCATE LOAD BECAUSE THAT IS SCHEDULED TO COME IN AT THAT POINT. SO THE LOAD ALLOCATION IS FULL, BUT THE STUDIES THEMSELVES WERE ON ALTERNATING YEARS. THAT WAS TO SAVE TIME. I USED THE WORD RUSH TO THE FINISH. IT WAS THE RACE TO GET THROUGH THIS BECAUSE AT ONE POINT THE MARKET WAS HOPING TO HAVE THIS EVERY SIX MONTHS. IT'S A STRUGGLE FOR ERCOT TO GET THIS INTO ONE YEAR RIGHT NOW. SO IT'S THE IDEA OF WHAT ARE THE GIVE AND TAKES. AND THIS IS ONE OF THE GIVE AND TAKE TO GET US INTO THAT, UH, WINDOW THAT WE'RE IN RIGHT NOW FOR BATCH ZERO. SO AGAIN, I WALK THROUGH BATCH ZERO BECAUSE FUNDAMENTALLY IT DOESN'T CHANGE. WE STILL NEED TO COLLECTIVELY STUDY A SYSTEM, GREEN LIGHT LARGE LOADS, AND GET 'EM ONTO A STUDY. SO HERE'S A PICTURE OF WHAT THE FUTURE MAY LOOK LIKE. UM, YOU KNOW, CONCEPTUALLY DOES THIS STUFF, IS IT SERIALIZED? IS IT RUN IN PARALLEL? WE'RE STILL WORKING THROUGH ALL THAT, BUT ON THE LEFT SIDE, THE INPUTS ARE INEVITABLE. IT'S LIKE IF YOU'RE GONNA STUDY THE SYSTEM, YOU NEED THE LARGE LOADS THAT ARE ELIGIBLE TO GO INTO THAT STUDY. YOU NEED RIO. THAT'S OUR RESOURCE, UH, PORTAL. UM, SO IT'S THE FUTURE, THE CURRENT GENERATION AND ALL GENERATION FOR THE NEXT FEW YEARS THAT ARE GONNA INTERCONNECT THE MODEL ON DEMAND AND TIP IT, WHAT'S THE FUTURE TOPOLOGY LOOK LIKE AND WHAT'S THE BASE LOAD? ECONOMIC FORECAST, MEDIUM LOAD FORECAST. ALL OF THOSE THAT BOIL INTO MEGAWATTS AND THOSE MEGAWATTS OF THIS LOAD AT THE BOTTOM IS YOUR FIRM LOAD OR YOUR BASE LOAD. SORRY, I'M GONNA USE THE WORD FIRM LOAD AND SEE IF I GET A SQUISHY FACE FROM ANYONE. BUT THAT IS THE LOAD THAT'S EXPECTED TO BE SERVED. AND ON TOP OF IT, YOU THROW ALL THESE LARGE LOADS, THAT IS A OVERSUBSCRIBED [00:15:01] MODEL. WE CAN'T HOLD ANOTHER A HUNDRED GIGAWATTS NEXT YEAR. SO WHAT DOES IT LOOK LIKE TO TAKE THE LOAD THAT'S ESTABLISHED IN ELIGIBLE ALREADY? I'M NOT USING THE WORD ELIGIBLE PLAN FOR ALREADY IN THE BASE LOAD AND ECONOMIC FORECAST. AND THEN PUT THE LARGE LOAD ON TOP AND SEE WHAT CAN BE SECOND, WHAT HOLDS TOGETHER SECOND. AND THE IDEA IS WE RUN THAT BATCH STUDY, YOU REMEMBER THE PREVIOUS THING, THEN THERE'S A COMMITMENT WINDOW WHERE THE A HUNDRED GIGAWATT, MAYBE 75 GIGAWATT. AND THEN INSTEAD OF GOING INTO A BATCH REFINEMENT PROCESS, IT DROPS INTO ALL OF OUR EXISTING PLANNING PROCESSES. SO THIS IS HOW TO START TO INTEGRATE THAT. A POST COMMITMENT AND BATCH ONE FEEDS INTO FULL PLANNING STUDIES. AND THE IDEA IS TO THEN GET IT TO RUN THROUGH THE FULL TPL UH, SHORT CIRCUIT ANALYSIS DYNAMIC RPG, LIKE ANALYSIS, UM, AND ECONOMICS. THIS IS ALSO WHERE THE STAKEHOLDERS WILL START TO BE ABLE TO SEE THE PROJECTS THAT HAVE COME OUT OF BATCH AND THAT PROCESS AND WEIGH IN ON THEM TO GET TO A FINAL SET OF MODEL CHANGES, UH, TO GET TO OUR ACTIONABLE TRANSMISSION PLAN. SO THAT'S ONE WAY TO LOOK AT IT. UM, IN A PERFECT WORLD, WE WOULD LOVE THIS END-TO-END PROCESS TO FIT IN 12 MONTHS SO THAT WE CAN CYCLE IT EVERY 12 MONTHS, RUN IT NOW AND RUN IT NEXT ONE. AND EVERYONE KNOWS THE, UH, MONTHS ON THE CALENDAR THAT WE LIVE BY FOR THIS, UH, PERIODIC PROCESS, BUT IT'S NOT EASY. SO, UH, IN TERMS OF THE OVERALL SCOPE, I WON'T READ, WELL, I GUESS I SHOULD REVIEW THEM. THESE HAVE BEEN ATTACKED THE PAST COUPLE TIMES. THESE ARE KIND OF DROPPING SEEDS OF THINGS TO TALK ABOUT IN THE FORUM TODAY. UH, CHRISTIE'S GONNA THROW IN SOME MORE THOUGHTS. I'LL THROW IN SOME MORE THOUGHTS AND THEN WE CAN COME BACK AND OPEN UP SCOPE. UM, BUT AT A HIGH LEVEL, WE NEED TO IMPROVE THE INTEGRATION OF BATCH AND THE CTP. SO UNDERSTANDING THE FUTURE ROLE OF BATCH WITHIN THE ANNUAL PLANNING CYCLE. HOW DOES THAT AN INPUT TO AN EXISTING CYCLE DETERMINE THE TECHNICAL OR HOW TO RUN A STUDY TO SUPPORT THE LARGE LOAD COMMITMENT PROCESS? AGAIN, DO YOU DO THREE FULL STUDIES OR IS IT LESS STUDIES IN THE ALLOCATION PROCESS DESIGN THE TRANSITION FROM BATCH STUDY INTO THE CTP IN TERMS OF MODELING? DO WE WANT TO ESTABLISH A PLANNING LED, UH, SOURCE OF TRUTH FOR THE PLANNING MODELS AND ASSUMPTIONS? THE NICE PART IS IF WE'RE NOT RUNNING EVERYTHING IN PARALLEL, THERE'S GONNA BE NATURAL BREAK POINTS AND SEQUENCES THAT SAYS THIS IS THE MODEL FOR EVERYONE TO USE. THIS IS THE FUTURE STATE OF THE SYSTEM AS WE KNOW IT TODAY. AND WHAT ARE THE SNAPSHOTS THAT BECOME A SINGLE SOURCE OF TRUTH OR STANDARDS FOR PLANNING AROUND, UM, STANDARDIZED PLANNING CASES, ASSUMPTIONS, UH, THERE'S ALMOST AN INSATIABLE APPETITE FOR CASES. WHAT DOES IT LOOK LIKE TO START TO FOCUS ON WHAT ARE THE KEY CASES AND WHAT ARE OTHER CASES THAT MAYBE WE BUILD A LIBRARY AROUND SO THAT PEOPLE CAN ASSEMBLE THEIR OWN CASE? UH, CLARIFY ERCOT AND TSP RESPONSIBILITIES. MAYBE ERCOT HAS ALWAYS DONE SOMETHING THAT A TSP COULD BE DOING MORE EFFICIENTLY. IT'S THINGS LIKE THAT. SO WE'RE REVISITING EVERYTHING. AND THEN AGAIN, THE STAKEHOLDER PROCESS ITSELF IS WHAT DOES THIS ENGAGEMENT ENDORSEMENT LOOK LIKE? DO WE REALLY NEED THE BOARD TO BE ENDORSING ALL OF THESE PROJECTS OR IF ALL THE TRANSPARENCY HAS BEEN THERE ALONG THE WAY, MAYBE YOU DON'T HAVE TO WAIT THE THREE MONTHS. UH, CLARIFYING ERCOT TSP ROLES IN PROJECT IDENTIFICATION, UH, AND THEN GOVERNANCE MILESTONES AND TIMELINES. WE LEARNED THAT OVER AND OVER AGAIN THE FIRST HALF OF THE YEAR. THE IMPORTANCE OF TIMELINES THAT PEOPLE CAN, UM, EXPECT TO BE WORKING ON WHEN IT COMES TO BATCH ONE, UM, WE'VE HEARD A LOT. PORTAL IS NUMBER ONE, PLEASE, UH, ALL OF US TO SAY THIS, PLEASE, LET'S ALL GET TO A PORTAL SO THERE'S NO EMAILS, UM, IN EFFECT. SO NEXT, NEXT RODEO. THE PLAN IS TO HAVE A PORTAL IN PLACE FOR THAT AND WE HOPE TO HAVE THAT OUT, THE INITIAL VERSION OF IT BY THE END OF THIS YEAR. UH, WE ARE WILLING TO AND WANT TO LOOK AT WHAT IS THE LARGE LOAD TSP ERCOT INTERACTIONS LOOK LIKE. YOU KNOW, WHERE DO YOU START WITH GETTING INTO A BATCH STUDY PROCESS OR WHAT DOES IT LOOK LIKE TO DO YOU START WITH THE WIRES COMPANIES OR BATCH? IF ERCOT HAS A PORTAL, YOU KNOW, WHAT'S IT LOOK LIKE FOR ERCOT TO BE THE SYSTEM OF RECORD FOR WHO'S IN? UM, AND AGAIN, THAT'S LEADING UP TO BATCH. THAT'S MORE THE ELIGIBILITY IN THE INITIAL STEPS, GETTING OUTTA THE GATE. WHAT'S A FRAMEWORK? IF YOU DIDN'T GET ALL THE LARGE LOAD RAMPING THAT YOU WANTED, WHAT'S THE PROCESS TO GET INTO THE NEXT BATCH TO GET THOSE MISSING MEGAWATTS? WHAT'S IT LOOK LIKE TO CARRY FORWARD ANY NON-COMMITTED LOADS? YOU KNOW, DO WE AUTOMATICALLY THROW 'EM IN THE NEXT ONE OR ARE THEY, I THINK ONE MARKET PARTICIPANT SAID KICK 'EM OUT FOR A YEAR. THEY, THEY GOT THEIR MEGAWATTS AND THEN THEY WALKED AWAY, SET 'EM ON THE SIDELINES FOR AS A PENALTY. I'M JUST THROWING OUT FUN STORIES TO TRY AND KEEP THIS LIGHT. UM, ESTABLISH A GOVERNANCE FRAMEWORK, UH, FOR POST-STUDY PROJECT CHANGES. IF WE'VE STUDIED, YOU ARE IN THE BATCH AND TIME HAS GONE BY, WHAT HAPPENS IF YOUR ENERGIZATION SCHEDULE CHANGES OR SOMETHING ELSE, OR YOU'RE SWITCHING OUT TECHNOLOGIES, YOU'RE NOW GONNA FABRICATE SOMETHING INSTEAD OF, UM, YOU KNOW, DATA SETS ELIGIBILITY. WE REALLY STILL ARE GONNA ALIGN ELIGIBILITY WITH THE PC AND RULE 5 8 4 8 1, WHICH WILL HAVE IN HAND SOON. IT SOUNDS LIKE IN TERMS OF STUDY FRAMEWORKS, IT'S [00:20:01] THE, UH, AGAIN, WHO'S TAKING THE LEAD ON SOME OF THESE SHORT CIRCUIT STUDIES, UH, SUB SYNCHRONOUS WORK DYNAMIC MODELS, YOU KNOW, HOW TO OPTIMIZE THOSE. AND THEN MARKET RULES, UM, AND OPERATIONAL ENHANCEMENTS. UH, YOU KNOW, ONE OF THE THINGS THAT KEPT COMING UP IS THE LARGE LOAD REPORTING. WE WANT MORE TRANSPARENCY. AND THEN YOU HAVE SOME PEOPLE SAY, WE WANT CONFIDENTIALITY. SO THERE'S AN INTERSECTION THERE OF TWO ISSUES. UM, AND WE MAY TALK ABOUT WHETHER OR NOT THE MARKET HELPS TO FIGURE THAT ONE OUT RATHER THAN ERCOT IN TERMS OF GOOD TRANSPARENCY, UH, WE DID GET THE BRING YOUR OWN GENERATION OUT THE DOOR IN BATCH ZERO. DO WE NEED TO REVISIT ASPECTS OF THAT? AND JEFF WILL GO THROUGH THAT. AND THEN WHETHER OR NOT ANY PCLR ENHANCEMENTS ARE NEEDED. SO THAT'S KIND OF THROWING A WIDE NET OVER A LOT OF THINGS. UM, AND WITH THAT, LET ME GO AHEAD AND, UM, UH, SORRY, HOLD ON. OKAY, SO THAT'S SETTING THE STAGE FOR THE SCOPE. SO BEFORE WE GO FORWARD, GO AHEAD AND RUN THE QUEUE HERE. UH, ALRIGHT, BETH, GO AHEAD. HEY, MATT, CAN YOU HEAR ME OKAY? YES. LOUD AND CLEAR. GO AHEAD, BETH. EXCELLENT. UM, HEY, YOU WENT TOO FAST FOR ME ON SLIDE FOUR AND I WAS PROBABLY THE ONE BUGGING YOU ABOUT, YOU KNOW, WHAT ARE THE, UH, WHAT ARE THE REQUIREMENTS, UM, YOU KNOW, WHAT ARE THE BOUNDARIES? WHAT'S THE, THE LANDSCAPE WITHIN WHICH WE HAVE TO OPERATE? YEP. AND, AND THAT'S THINGS LIKE, DO WE HAVE TO DO, IS ERCOT OBLIGATED TO PERFORM AN ANNUAL REGIONAL TRANSMISSION PLAN? YES, WE'VE DONE ONE FOREVER, BUT DOES IT HAVE TO BE ANNUAL OR DOES IT HAVE TO BE PERIODIC? UM, I SEE ON SLIDE FOUR, THE WHATEVER WE SAY NERC REQUIREMENTS ARE THAT WE HAVE TO SHOW WE'VE DONE SOMETHING ANNUALLY, RIGHT? YES. BUT, BUT THE REST OF THESE, I I MEAN, I THINK WE'VE TRIED REAL HARD TO GET IT DOWN TO AN ANNUAL PROCESS, BUT I, I THINK GOING FORWARD, YOU KNOW, PART OF THAT IS WE WE'RE FACING A TIDAL WAVE AND WE NEED TO GET THROUGH THE, YOU KNOW, WE NEED TO LET THE TIDAL WAVE CRASH, AND THEN WE NEED TO THINK ABOUT WHAT THE NEXT, YOU KNOW, WHAT THE NEXT PROCESS IS. AND, AND IF THAT'S AN 18 MONTH PROCESS TO BE RATIONAL AND REASONABLE, THEN IT NEEDS TO BE AN 18 MONTH PROCESS. AND I'M, YOU KNOW, I'M JUST CURIOUS AS TO WHAT, WHAT CONSTRAINTS THERE MIGHT BE TO THAT OTHER THAN PEOPLE WANNA KNOW AN ANSWER FASTER. UM, SO THE, AND THEN THE NEXT QUESTION WAS SOMETHING YOU SAID AT THE VERY END, YOU KNOW, YOU, YOU HAD AN ASIDE ON, UM, YOU KNOW, PEOPLE THAT, UH, GET SOME ALLOCATION, CHOOSE NOT TO GET IT. SHOULD THEY BE KICKED OUT FOR A YEAR? UH, I'LL JUST SAY, YOU KNOW, SPEAKING ON BEHALF OF MY ROLE IS REPRESENTING RESIDENTIAL CONSUMERS, WHATEVER THIS PROCESS SHOULD BE, THERE SHOULD BE NO FREE OPTIONS. THERE SHOULD BE A COST, SOME SORT OF COST INVOLVED WITH BEING PART OF THE PROCESS. AND THAT'S IT. YOU, THAT WON'T BE THE FIRST TIME YOU'LL HEAR THAT FROM ME. THAT'S GOOD. I APPRECIATE THAT PRINCIPLE BEING BROUGHT FORWARD. YEAH, GO AHEAD CHRISTIE. I SAW YOU COME OFF. SURE. SO BETH, IT'S CHRISTIE, UM, FROM THE ANNUAL PERSPECTIVE FROM NERC, THAT IS AT LEAST ONCE A YEAR. UM, AND WE'VE ACTUALLY BEEN LOOKING AT THAT AS WE CONTEMPLATED WHAT TO DO TO MEET OUR T NERC TPL REQUIREMENTS THIS YEAR. AND THE LEGAL INTERPRETATION IS THAT IF WE DID NOT HAVE SOMETHING FILED BY THE END OF THE YEAR THIS YEAR, THAT WE WOULD BE OUT OF COMPLIANCE AND COULD BE SUBJECT TO PENALTIES, UH, FROM NERC. SO THAT IS YES, GOT IT. ANNUALLY, OKAY. AS WE LOOK AT HOW DOES THAT FIT IN WITH OTHER THINGS, I THINK THAT'S KIND OF WHERE MATT STARTED OFF THE DAY IS WE'VE WE'VE GOT IT OPEN SLATE. UM, WE'VE LOOKED AT SOME THINGS SEQUENTIALLY. WE'VE LOOKED AT HOW WE COULD LAYER SOME THINGS AND THAT'S WHAT WE WANNA WORK THROUGH WITH THE STAKEHOLDERS OF WHAT MAKES THE MOST SENSE. UM, THERE ARE TRADE OFFS, THERE'S COST AND BENEFITS. WE WANNA WORK THROUGH THOSE WITH YOU ALL. UM, BUT THAT IS NOT A CONSTRAINT THAT WE HAVE PUT, IT'S SOMETHING WE'D LIKE TO WORK THROUGH TO SEE IF HOW WE CAN BE EFFICIENT WITH, YOU KNOW, THE PLANNING RESOURCES BOTH AT ERCOT AND THE TSPS. UM, AND, AND MAYBE THAT CONTINUES TO EVOLVE AS WE SEE, UM, AS YOU SAID, ONCE WE GET THROUGH THE INITIAL BATCHES, UM, AND THE THE VOLUMES CHANGE, UH, WE CAN ALWAYS EVOLVE AS WELL TOO. THE, THE OTHER THOUGHT I HAD THERE IS, IS AGAIN, ONE OF THE LAST THINGS YOU SAID, MATT, WAS, YOU KNOW, POTENTIALLY TAKING, YOU KNOW, YOU GO THROUGH THIS COMPREHENSIVE PLANNING PROCESS, DOES THE BOARD REALLY NEED TO APPROVE PROJECTS THAT COME OUT OF IT? AND, AND, AND AGAIN, THE PERSPECTIVE I'LL BRING TO THIS DISCUSSION IS THEY MAY NOT NEED TO APPROVE THE END, BUT THAT AS LONG AS THEY'VE HAD MEANINGFUL INPUT ON THE BEGINNING, SO, YOU KNOW, , YOU COULD, YOU, YOU GOTTA HAVE ONE OR THE OTHER. UM, HERE ARE ALL THE INPUTS AND THEN HERE'S WHAT RESULTS FROM THE INPUTS. THAT COULD BE A PROCESS. UM, BUT IN THE END, UH, THERE CERTAINLY HAS TO HAVE, UH, I THINK FROM A CONSUMER AND A COST PROTECTION PERSPECTIVE, THERE NEEDS TO BE SOME SORT OF, UH, MEANINGFUL REVIEW OF PROJECTS THAT ARE COMING OUT OF THE [00:25:01] YEAH, WELL SAID. ALL RIGHT. THANKS CHIEF. I'M DONE. YEP. THANKS BETH. ALL RIGHT. JUSTIN, I, I JUST WANTED TO FOLLOW UP. I WAS CONFUSED BY THE DISCUSSION OF TRANSPARENCY THERE AT THE END OF YOUR, UH, PRESENTATION. UM, WHEN ARE MARKET PARTICIPANTS IN THIS PROCESS, LIKE YOU HAD UP ON SLIDE NINE THERE, LIKE, WHEN ARE MARKET PARTICIPANTS INFORMED OF THE BASICS OF A INTERCONNECTING LARGE COMPUTATIONAL LOAD? YOU KNOW, NOT JUST AGGREGATED INFORMATION, BUT YOU KNOW, AT THIS, YOU KNOW, WE DON'T EVEN NEED THE EXACT LOCATION, THE MEETS AND BOUNDS OF, OF WHERE THE DATA CENTER'S BUILT, BUT THE, YOU KNOW, THE ELECTRICAL INTERCONNECTION POINT IS WHAT'S RELEVANT TO MARKET PARTICIPANTS. UM, YOU KNOW, THIS TYPE OF LOAD IS COMING ON, THEY'RE GONNA HAVE, YOU KNOW, THIS TYPE OF TRANSMISSION SERVICE AND YOU KNOW, THEY, THE, THE MARKET CAN START TO ADAPT TO THE CHANGES THAT ARE HAPPENING BECAUSE OF A MASSIVE LOAD COMING ON. WHAT, LIKE, WHEN IN THE PROCESS DO WE GET THAT, TO GET INFORMATION ABOUT THAT? SO IF YOU'RE SPEAKING TO LARGE LOADS SPECIFICALLY VERSUS WIRES AND TRANSMISSION UPGRADES WITH REGARDS TO LOADS, THAT IS AN OPEN QUESTION. THERE IS AN NPRI WAS MY PHONE'S OVER THERE. I, I TEXTED BILL BARNES EARLIER. AND THE IDEA IS THERE IS ACTUALLY AN NPR ON THE BOOKS THAT SAYS, HERE'S HOW WE WILL DISCLOSE LARGE LOADS, BUT IT'S NOT DOWN TO THE SITE LEVEL. SO THERE'S A LOT OF CONFIDENTIALITY. SHOULD IT BE AT THE COUNTY LEVEL, SHOULD IT BE DONE AT A QUARTERLY GRANULARITY? SO, UH, THERE YOU GO, BILL. THANK YOU. SO NPR 1267, I WOULD SAY MAYBE A GOOD STARTING POINT FOR THAT TYPE OF DISCUSSION TO SAY HERE'S WHAT'S ALREADY ON THE BOOKS AND IMPROVE. DO WE WANT TO ENHANCE AND EXTEND? AND, AND WHAT YOU'RE GONNA FIND IS SOME PEOPLE WANT MORE TRANSPARENCY AND SOME PEOPLE WANT LESS TRANSPARENCY. AND THAT'S WHY WE KIND OF LIKE TO PUT THIS A LITTLE BIT INTO THE HANDS OF THE STAKEHOLDERS OF ERCOT AND THE WIRES. COMPANIES KNOW WHAT ALL THIS IS, WHAT'S THE APPROPRIATE, UH, TRANSPARENCY THAT SHOULD PUBLICLY BE SHARED, UM, IN REPORTING. SO I'M GONNA, THAT'S ITS OWN THING. AND I JUST WANNA PUT A CIRCLE AROUND IT. CALL THAT'S ITS OWN THING CALLED REPORTING OF LARGE LOADS. SO I DUNNO IF THAT HELPS, BUT THAT'S, YEAH, THAT'S SOME, YEAH, THAT'S, THAT IS SOMEWHAT HELPFUL. I, YEAH, WE, SO I'M WITH DC ENERGY AND WE TRADE RRS, AND ERCOT HAS GREAT CRR MARKET WHERE YOU HAVE VERY GRANULAR, UM, SOURCE AND SYNC LOCATIONS AND YOU HAVE LONG, LONG-TERM RRS THAT GO THREE YEARS OUT. AND SO, YOU KNOW, THE IDEA IS THAT WE'RE SUPPOSED TO BE ABLE TO FORECAST CONGESTION ONE YEAR OUT, THREE YEARS OUT AND, YOU KNOW, TAKE THESE VERY, UM, NODAL POSITIONS ON THAT. YEAH. AND WE SEEM TO KNOW INCREASINGLY LESS ABOUT THE FUTURE OF WHAT THE, WHAT THE GRID'S GONNA LOOK LIKE AND WHAT CONGESTION'S GONNA LOOK LIKE WITHOUT HAVING, UH, MORE SPECIFIC DATA THAN WHAT'S AVAILABLE. YEP. NOW YOU BRING A GOOD POINT. AND SO WHAT YOU, YOU KNOW, WHAT PROTOCOLS THAT MAKES THIS DIFFERENT IS THIS IS A CUSTOMER. SO THIS IS NOT A QUEASY, THIS IS NOT A SOMETHING, IT IS A CUSTOMER AND WE CAN'T DISCLOSE CONFIDENTIAL CUSTOMER INFORMATION. AND SO THIS IS THAT GRAY AREA OF, WELL, HOW FAR DO WE START TO MOVE THE NEEDLE INTO DISCLOSING THAT INFORMATION PER PROTOCOLS. SO YEAH. BUT POINT TAKEN, I KNOW YOU IT FOR FUTURE, YOU KNOW, THEY'RE AS IMPACTFUL TO THE GRID AS A NEW, NEW GENERATOR. AND WE, WE LEARNED ABOUT NEW GENERATORS COMING ONLINE AT SOME POINT. IT, AT SOME POINT IT'S, IT'S A, A BIG EFFECT ON, ON THE GRID. I, I'LL GET OFF ON MEETING FOR ALRIGHT, LUNCH FOLKS AND WE'RE GETTING SOME ROAD TRIP, UH, BACK NOISE HERE FOR ANYONE. ALRIGHT, NEXT. AND THE QUEUE IS, OH, SHANNON, GO AHEAD SHANNON CAREAWAY A COUPLE OF COMMENTS AND A QUESTION, UM, MOSTLY DIRECTED TO CHRISTIE. UM, I'LL TAKE IN THE LAST ITEM WAS JUST MENTIONED ON TRANSPARENCY TO ME. I HAVEN'T LOOKED AT NPR 6 12 67, BUT SOMETHING THAT'S, UH, DARN NEAR A MIRROR IMAGE OF THE GEN INTERCONNECT. IT TOOK HER QUITE A LITTLE WHILE TO GET THERE, BUT IT'S BEEN A PRETTY GOOD FRAMEWORK OF HOW TO REVEAL PROGRESSIVELY MORE TRANSPARENCY WITHOUT REINVENTING THE WHEEL. I'VE BEEN ADVOCATE OF SOMETHING LIKE THAT FOR LARGE LOADS. UM, YOU KNOW, YOU TALKED ABOUT ON PAGE SEVEN WHILE AGO, A LITTLE WALK DOWN MEMORY LANE YEP. OF TIMELINES, YOU KNOW, FOR THE CONS. UH, THE CTP, ONE OF THE THINGS I THINK ABOUT TIMELINE WISE IS REALLY, WE'VE HAD A REGIONAL TRAINING, UH, REGIONAL PLANNING GROUP PROCESS AND RTP THAT THE RPGP STARTED 22 YEARS AGO. AND IT STARTED OUT WITH, IT WAS REALLY PRETTY LOCKED DOWN TO WHERE ERCOT WAS REVIEWING ESSENTIALLY EVERYTHING DEPENDING ON WHO SUBMITTED IT. [00:30:01] AND ALONG THE WAY, AND I FORGET THE EXACT YEAR, ERCOT KIND OF POPPED UP AND CRIED. THE UNCLE OF EVALUATING EVERY TIER THREE TIER FOUR TYPE PROJECT JUST WAS NOT A GOOD USE OF ERCOT TIME. IT, I HOPE AS WE MOVE INTO THIS KIND OF BACK ON SLIDE 10, YOUR FOURTH BULLET IN THE MIDDLE OF, UH, STUDY EXECUTION THAT WE PRESERVE AT LEAST THE TIER THREE, TIER FOUR PIECE WHERE TSPS MARKET PARTICIPANTS CAN STILL PROPOSE THOSE AND MOVE THEM THROUGH THE PROCESS AND KEEP THE COMPREHENSIVE EVALUATION, UH, AT THE, WHAT'S THE EQUIVALENT OF TODAY'S TIER ONE, TIER TWO, JUST SO THAT SMALL THINGS LIKE MOVING THIS REACTOR FROM HERE TO SOMEWHERE ELSE IS MORE EFFICIENT OR THINGS OF THAT NATURE THAT ARE JUST SO SMALL, TRYING TO GET 'EM INTO AN ANNUAL CYCLE WOULD BE A LOT OF FRICTION. KIND OF REPEATING WHAT WE EVENTUALLY LEARNED FROM PREVIOUSLY. THANKS SHANNON. WE HEARD, UM, AND WE'LL GET INTO THIS IN SOME OF THE COMING SLIDES, WE HEARD A LOT OF THAT SAME FEEDBACK AS WE MET WITH THE TSPS. SO, UM, THAT'LL BE PART OF ONGOING DISCUSSIONS THAT WE'LL HAVE LATER TODAY IN IT FUTURE WORKSHOPS. PERFECT. LAST QUESTION FOR YOU, UH, CHRISTIE, YOU TALKED ABOUT THIS YEAR YOU'LL NEED THE RTP BY THE END OF THE YEAR IN ORDER TO MEET, UM, YOUR NERC OBLIGATIONS. CLARIFYING QUESTION, THIS MAY BE CLEAR TO THE TSPS, BUT MAYBE NOT TO ALL OF US MARKET PARTICIPANTS. THE BASE LOAD, UH, LARGE LOADS THAT, UH, GOT QUALIFIED AND CAME INTO BATCH ZERO, ARE THOSE TREATED AS BASE LOAD IN YOUR, UH, RTP FOR THE END OF THE YEAR? SO WE ACTUALLY RECEIVED A GOOD CAUSE EXCEPTION FROM THE PUC FOR DOING THE RTP AS IT IS STATED IN THE PROTOCOLS AND THE GUIDES. AND WE ARE WORKING ON A SEPARATE STUDY TO MEET OUR TPL OBLIGATIONS FOR THIS YEAR. UM, I DON'T KNOW, PING IF YOU WANT TO GIVE, YOU KNOW, AT A REAL HIGH LEVEL SOME OF THE THINGS WE'RE LOOKING AT, UM, FROM A A LOAD PERSPECTIVE FOR THAT STUDY THAT'LL COMPLETE THE END OF THE YEAR. SO OUR LARGE LOADS ARE THAT ARE BASE LOAD ARE OR ARE NOT IN THERE. I IF YOU'LL LET PINGS SPEAK TO YOUR LEFT THERE. YEAH, SO , THIS IS PING WITH OUR CAT. UH, SO FOR THE 2026 TPL PROCESS, IT'S GOING TO BE A RELATIVELY DIFFERENT PROCESS THAN THE BATCH PROCESS. SO WE'LL TRY TO MAKE USE OF SOME INFORMATION, UH, WE RECEIVED DURING THE BATCH PROCESS. UH, BUT WE PROBABLY WILL NOT BE ABLE TO JUST TAKE EVERYTHING, UH, BASE LOAD FROM THE BATCH ZERO FOR THE STUDY. SO WE'LL UTILIZE SOME INFORMATION AND ALSO UTILIZE THE STEADY STATE WORKING GROUP LARGE LOAD INFORMATION TOGETHER. SO BASICALLY, I GUESS NOT TO TAKE AWAY FROM THIS MEETING 'CAUSE I KNOW THESE DISCUSSIONS WERE HELD AT RPG, WE'RE LOOKING AT A HYBRID APPROACH TO BE ABLE TO MEET OUR NERC PLANNING OBLIGATIONS KNOWING THAT ALL OF THE BASE LOAD CLASSIFICATIONS ARE NOT FINALIZED AND THE TEAM HAD TO START MOVING FORWARD WITH THE ANALYSIS TO BE ABLE TO COMPLETE IT BY THE END OF THE YEAR. ALL RIGHT. I'LL FOLLOW UP WITH YOU OFFLINE WITH MORE QUESTIONS. THANKS. ALRIGHT, THANKS SHANNON. UH, NEXT WE'RE OFF. YEAH. HI, CAN YOU ALL HEAR ME? YES, GO AHEAD. YEAH, WHILE, UH, WE WERE TALKING ABOUT RTP AND OTHER THINGS, I KNOW WAS GOING TO POST THE CASES FOR BAD ZERO AFTER THESE CONDITIONAL APPROVALS HAVE COME OUT. UH, I JUST WANTED TO UNDERSTAND THE TIMELINES FOR THOSE. WELL, AS WE, UM, MATT MENTIONED EARLIER, WE DO NOT HAVE A TIMELINE YET FOR POSTING THE APPROVED CASES AS WE DO NOT HAVE THE OFFICIAL LOADS CLASSIFICATIONS YET. SO WE WILL BE LOOKING TO SEE WHAT CAN BE MADE AVAILABLE WHEN, UM, BUT WE DO NOT HAVE A TIMELINE FOR THAT YET. THANKS CHRISTIE. SO UPDATES ON THAT WILL BE COMMUNICATED THROUGH RPG OH, VIA RPG. OKAY. SO I WAS HOPING THAT SINCE THE CONDITIONAL APPROVALS COME OUT TODAY, MAYBE THERE MAY BE OPPORTUNITY FOR THOSE CASES TO BE POSTED WITH LOADS THAT HAD GOT THESE CONDITIONAL APPROVALS. UM, OKAY, WELL WE'LL DISCUSS IT AT WE SEE THEM. THANK YOU. ALL RIGHT, THANKS ROTH. ALL RIGHT. AT THIS POINT THE QUEUE IS CLEAR. MATT, BOB'S GOT A QUESTION. OH YEAH. HEY BOB. SORRY. YEAH, ACTUALLY I THOUGHT ABOUT NOT 'CAUSE I, SHANNON YOU COVERED REALLY THE POINT I WAS REALLY TRYING TO GET AT WAS ALSO ON THE INTERCONNECTION UPGRADES THAT ARE NEEDED TO BE DONE FOR GENERATION INTERCONNECTION AND THAT WE DON'T GET TIED TO THIS WHERE WE'RE DOING A ONCE A YEAR STUDY ON THIS AND THAT'S THROUGH THE T DSPS TO GO AHEAD AND DO THE UPGRADES OR WHATEVER WE NEED TO DO. SO WE'RE NOT STUCK TO THAT. AND THEN THAT'LL BE AN INPUT INTO THE BATCH AS LONG. IS THAT [00:35:01] YOUR STILL YOUR THINKING? I THINK YOU KIND OF ANSWERED IT THAT WAY. RIGHT. AND SO WE, I DON'T KNOW, I DON'T KNOW THAT WE ACTUALLY CAPTURED THIS, BUT WE GOT A LOT OF FEEDBACK FROM THE TSPS THROUGH ALL OF THE MEETINGS CONSISTENTLY THAT THE GENERATION INTERCONNECTION PROCESS IS WORKING WELL, LET'S NOT MODIFY THAT. SO WE HAVEN'T HAD ANY DISCUSSIONS ABOUT ANY ADJUSTMENTS TO THAT AND HOW THOSE PROCEED FORWARD TODAY. OKAY. ALL RIGHT. ANYONE ELSE? OH, HERE WE GO. SANDEEP. SORRY, MATT? YEAH. YEP. SANDEEP BO, OUR EPII HEARD EARLIER THAT Y'ALL ARE WORKING ON A MODIFIED RPG. UH, TO WRAP UP THE TPL ASSESSMENT PORTION OF THE RPG BY END OF THIS YEAR, UH, I MAY HAVE MISSED THIS, BUT WAS THAT SCOPE DISCUSSED AT A RPG UH, MEETING? I MEANT, I MEANT RTP WA. WAS THAT DISCUSSED AT RPG MEETING? IS THERE SOMETHING CAN BRING UP AT, AT ONE OF THE RPG MEETINGS? UH, YES. SANDEEP, SO WE HAVEN'T BROUGHT THAT SCOPE TO THE RRP G YET. UM, BUT WE DO PLAN TO BRING THAT TO RPG, UM, PROBABLY EITHER NEXT MONTH OF THE MONTH AFTER. SO WE DO PLAN TO, TO GIVE STAKEHOLDER OPPORTUNITY TO REVIEW THE SCOPE AND, UH, PROVIDE ANY FEEDBACK. GOT IT. THANK YOU. AND LIKE, UH, EVERY TIME WOULD YOU ALL BE SHARING THOSE CASES WITH, UH, WITH EVERYONE AS WELL? THAT WILL BE YOUR, YOUR START CASES FOR THE RTP? UH, YES. SO FOR THE RTP, WE DO PLAN TO, THIS IS NOT RTP, SORRY, , UH, FOR THE TPL, WE DO PLAN TO FOLLOW SIMILAR PROCESS TO SHARE CASES AND, UH, EVENTUALLY WE'LL PUBLISH REPORTS SIMILAR TO RTP, EVEN THOUGH IT'S, UH, IT'S CONSIDERED AS A TPL PROCESS. PERFECT. YEP. THANK YOU. YOU'RE WELCOME. ALRIGHT, ANY OTHER QUESTIONS? ALRIGHT. OKAY. SO OF [3. Share TSP engagement summary to date] WE SEE THIS AS KIND OF A FOUR, UM, FOUR PHASED, IT'S REALLY JUST TWO PHASES. IT'S, WE'RE IN THE INITIAL DESIGN PROCESS WITH THE TSPS ON THAT COMPREHENSIVE TRANSMISSION PLANNING, HOW TO REALIGN THINGS AND FIT TOGETHER. UM, AND THEN AS WE MOVE INTO THE WORKSHOPS, IT'S THAT, THAT AS WELL AS THE BATCH ONE PLUS. AND SO WHAT WE'RE LOOKING TO DO IS TO CONTINUE TO WORK THROUGH, TO DEVELOP AN INITIAL SET OF REVISION REQUESTS TO GET TO THE BOARD. AND NOW INITIALLY WE HAD TARGETED THE FEBRUARY BOARD, UM, WHAT WE'RE LOOKING AT NOW, CONSIDERING EVERYTHING THAT'S GOING ON AND THE THROUGHPUT IS THERE IS NOT ENOUGH OXYGEN IN THE ROOM TO FINISH EVERYTHING. AND I THINK I'VE HEARD LOUD AND CLEAR, WE DON'T WANNA WEAR EVERYBODY OUT ON URGENCY IF WE DON'T NEED IT. SO THE IDEA WAS WHETHER OR NOT WE STAND UP OVER THE NEXT, UM, THESE FIVE WORKSHOPS RATHER THAN EVERY OTHER WEEK, IT'S ONCE A MONTH. AND THAT WOULD START TO GET US TO A SPOT TO WHERE, UM, WE COULD POTENTIALLY BE FILING AN INITIAL SET OF REVISIONS IN NOVEMBER AND THEN HAVE NOVEMBER, DECEMBER, JANUARY, FEBRUARY TO WORK WITH THE STAKEHOLDER PROCESS ON THAT. SO PREV SIMILAR TO LAST TIME, WE MAY ADD MORE WORKSHOPS. WE JUST WANTED TO GIVE YOU A LINE OF SIGHT TO WHAT THE, YOU KNOW, KIND OF THE REST OF THE YEAR LOOKS LIKE. UH, FROM THIS DESIGN PERSPECTIVE AND THE WAY I'VE SET THE WORKSHOPS UP, IT MAY BE ASPIRATIONAL, BUT HERE'S WHAT I WAS THINKING IS TODAY IS KIND OF THE DRAFT SCOPE FROM ERCOT. YOU'RE HEARING FROM US ON WHAT WE'RE THINKING. UM, AND THEN IN SEPTEMBER TO HAVE A FURTHER SCOPING DETAILS. AND THAT'S WHERE I THINK THE SCOPE GOES FROM REAL WIDE TO STARTS TO GET NARROW. UH, AND I THINK I'VE BEEN ENCOURAGED BY PEOPLE AND IT MAKES SENSE THAT WHAT ARE THE THINGS WE NEED TO FIX FIRST? WE CAN'T FIX EVERYTHING WITH PLANNING. IT'S A DECADES OLD PROCESS. WE CAN'T REINVENT EVERYTHING. WHAT ARE THE MAIN THINGS TO GET IN? SO WE MAY HAVE SCOPING DETAILS THAT SAY IT'S A GOOD IDEA, BUT IT'S NOT FOR NOW WHAT ARE THE THINGS WE REALLY NEED TO NARROW IN ON? AND IF WE CAN NARROW DOWN THE SCOPE IN THE SECOND WORKSHOP BY THE THIRD WORKSHOP, WE SHOULD BE ABLE TO KIND OF, UM, GIVE SOME A FRAMEWORK FOR EACH OF THOSE ELEMENTS TO SEE, DO WE ALL AGREE THESE ARE THE ELEMENTS THAT NEED TO CHANGE SO THAT THEN ERCOT CAN BE WORKING ON DEVELOP REVISION REQUESTS TO MIMIC WHAT EVERYONE AGREES TO. SO IT'S ALMOST LIKE DEVELOPING THOSE PRINCIPLES THAT WE AGREE THIS IS WHAT THE NEXT SET OF CHANGES LOOK LIKE TO THEN START TO WALK IT OUT WITH A REVISION REQUEST. UM, AND OBVIOUSLY MARKET COMMENTS AROUND THAT. SO ANY QUESTIONS ON THE TIMELINE BEFORE I TURN IT OVER TO CHRISTIE? ALRIGHT, I'M GONNA LET CHRISTY TALK ABOUT THE TSP ENGAGEMENT TO DATE. ALL RIGHT, GOOD AFTERNOON EVERYONE. I'M KRISTY HOBBS. I'M OVER SYSTEM PLANNING AND WEATHERIZATION FOR ERCOT. UM, AND BEFORE I GET STARTED, REALLY WANT TO EXTEND MY SINCERE APPRECIATION TO THE ERCOT PLANNING, MODELING INTEGRATION TEAMS THAT HAVE WORKED VERY HARD, UM, OVER THE LAST REALLY TWO AND A HALF MONTHS TO REALLY STEP BACK AND THINK ABOUT OUR PLANNING PROCESSES AS WELL AS ALL OF THE TSPS [00:40:01] THAT ENGAGED WITH US. UM, WE HAD A LOT OF GOOD DIALOGUE. WE HAD OVER 20 STEP OR 27 TSPS ENGAGED THROUGHOUT THE PROCESS. WE HAD OVER 21 SESSIONS VIA CALLS, UM, IN PERSON MEETINGS OVER THE LAST SIX WEEKS. UM, I THINK IF, IF I THINK BACK, UH, TO ALL OF THOSE DISCUSSIONS, UM, A LOT OF MEETING TIME, UM, BUT I WAS REALLY IMPRESSED. UM, A LOT OF CONSENSUS ON WHAT HAS WORKED WELL IN THE PAST, HOW DO WE PRESERVE THAT, UM, AND OPPORTUNITIES FOR EFFICIENCIES ON HOW DO WE MOVE THINGS FORWARD. SO WHAT I'M GONNA GO THROUGH NOW IS REALLY A HIGH LEVEL SUMMARY OF WHAT WE HEARD FROM THE TSPS, UM, AND SOME OF THE QUESTIONS THAT FOLLOW WITH THAT. I'M NOT GONNA DIVE TOO DEEP INTO EACH OF THESE BECAUSE IN THE THE COMING SLIDES WE, WE START LOOKING AT WHAT A COMPREHENSIVE TRANSMISSION PLANNING PROCESS COULD LOOK LIKE. WE'RE GONNA BREAK IT DOWN BY SECTION AND TAKE A LITTLE BIT DEEPER DIVE, BUT THIS IS JUST TO GIVE YOU A FLAVOR. SO OVERALL, UM, LOOKING AT THE OVERALL END END PROCESS DESIGN, DESIGN TSPS, WERE ALL VERY CONSISTENT IN WANTING CLARITY ON WHAT THE LARGE LOAD INTERCONNECTION PROCESS IS BEYOND BATCH ZERO. UM, THEY WANT TO KNOW HOW TO SET UP THEIR SHOPS, HOW TO BE ABLE TO INTERACT WITH THEIR CUSTOMERS AND HOW IT MIGHT BE DIFFERENT, UM, THAN WHAT, UH, BATCH ZERO WAS SET UP FOR MOST TSPS, UM, SUPPORT, STREAMLINING THE PLANNING AND LARGE LOAD INTERCONNECTION STUDIES. I THINK WE CAN ALL AGREE THAT THE DO-OVERS GETTING TO THE BATCH PROCESS, THAT'S WHY WE ARE HERE AND WE NEED TO MAINTAIN THAT. UM, BUT WHERE'S THAT RIGHT BALANCE BETWEEN WHAT THE TSP SHOULD BE DOING BEFORE, UM, ENGAGING WITH ERCOT ON THE STUDY PROCESS. AND THEN LOOKING PAST THAT, ONCE YOU'VE DONE THAT INITIAL BATCH FOR LACK OF BETTER TERM SCREENING PROCESS, HOW DOES THAT FIT INTO ALL OF THE OTHER PLANNING REQUIREMENTS THAT BOTH ERCOT AND THE TSPS HAVE FOR THEIR PLANNING RESPONSIBILITIES? EVERYONE IS INTERESTED IN REDUCING RE STUDY. SO THE WAY THE PROCESSES HAVE HISTORICALLY BEEN SET UP WHEN YOU WENT THROUGH RTP, THEN YOU LOOK AGAIN FOR RPG, YOU'RE STUDYING SOME OF THE SAME THINGS OVER AND OVER AGAIN. AND SO WHERE CAN WE FIND THOSE EFFICIENCIES WHERE WE'RE READY, WE KNOW WE'RE CONFIDENT IN THAT PROJECT AND IT'S GOOD TO MOVE FORWARD SO WE CAN REDUCE THAT END-TO-END TIMEFRAME, UH, TO BETTER SERVE CONSUMERS' NEEDS. THE NEXT SECTION, UM, THAT I WOULD PUT GROUPINGS IN IS DIVISION OF RESPONSIBILITIES BETWEEN ERCOT AND THE TSPS. UM, WE RECOGNIZED, I THINK WE STARTED OUT EACH MEETING WITH THE TSPS ER CAN'T DO THIS ALONE. THEY KNOW THEIR SYSTEMS THE BEST. WE NEED TO BE ABLE TO HAVE THAT RIGHT LEVEL OF BACK AND FORTH ENGAGEMENT. THE TSPS WERE VERY, UH, INTERESTED IN LOOKING AT A DIVISION OF RESPONSIBILITIES, YOU KNOW, THINGS THAT ARE MORE LOCAL TO THEIR SYSTEMS VERSUS THAT ARE MORE REGIONAL PROJECTS WHERE THEY MAY BE IMPACTING MULTIPLE TSPS AND ERCOT NEEDS TO TAKE THE LEAD ON THAT. THEY WERE ALSO VERY INTERESTED IN MORE TSP COLLABORATION, UM, HAVING THAT OPPORTUNITY FOR A LOT OF BACK AND FORTH FEEDBACK BETWEEN ERCOT AND THE TSPS. HOW CAN WE HAVE THOSE PLANNER TO PLANNER TYPE DISCUSSIONS? WE KNOW WE'VE GOT THE RPG PROCESS, BUT A WAY FOR PLANNERS TO HAVE, UM, MORE TIMELY DISCUSSIONS OR MORE, I SHOULDN'T SAY TIMELY, BUT PLANNED OUT PROCESSES FOR HOW DO WE INTERACT. WE DON'T WANT TO POST A CASE, SEND IT OVER THE TSPS AND THEN NOT HEAR BACK FROM 'EM FOR 60 DAYS. WE NEED TO BE ABLE TO HAVE THAT ENGAGEMENT BACK AND FORTH AND HAVING A CONSISTENT PROCESS FOR THAT, WHICH GETS TO THE LAST ONE, HAVING THAT CLOSE PREDICTABLE, UM, INVOLVEMENT BETWEEN THE TWO PARTY PLANNING PARTIES. ALL RIGHT, THE NEXT TOPIC, BATCH TO CTP INTEGRATION. SO HOW DO WE GO FROM WHERE WE ARE TODAY WHERE WE HAVE MULTIPLE PROCESSES AND REALLY GET TO SOMETHING THAT'S MORE COMPREHENSIVE, UM, THAT FITS TOGETHER? UM, THERE'S REALLY A DEBATE, UM, AMONGST THE TSPS, AND SO THAT'LL BE SOMETHING WE NEED TO SORT THROUGH AS WE GO THROUGH THESE NEXT SESSIONS OF HOW TO HANDLE BATCH IDENTIFIED PROJECTS WHEN THE COMMITTED LOAD MAYBE LATER, UM, DROPS OUT, UM, ESPECIALLY IF THERE'S A, A TRANSMISSION PROJECT THAT WAS RECOMMENDED FOR A NEED. SO, UM, THE BEST EXAMPLE I COULD HAVE FOR YOU ON THIS IS, SAY YOU'VE GOT FOUR LARGE LOADS THAT ARE DRIVING A, A REGIONAL PROJECT, ONE OF THEM BACKS OUT. HOW DO YOU KEEP MOVING FORWARD ON THAT? DO YOU HAVE TO RESTUDY IT DURING CTP, BUT THERE'S STILL A NEED? WHAT'S THE BEST WAY TO APPROACH THAT BATCH PROCESS SCOPE? UM, THERE AGAIN, DISCUSSIONS ABOUT HOW MUCH IS ENOUGH FOR THE TSP, WHAT DO THEY NEED TO DO BEFORE A LARGE LOAD COMES TO ERCOT? UM, WHETHER IT'S, [00:45:01] YOU KNOW, IDENTIFYING WHERE THEY ARE IN THEIR SYSTEM, CAN THEIR SYSTEM EVEN I, UH, HANDLE THEM AT THAT POINT? AN EXAMPLE MIGHT BE THEY'VE GOT A SUBSTATION THAT CAN'T BE, UH, EXPANDED ANYMORE, SO MAYBE THAT'S NOT EVEN A FEASIBLE SOLUTION. WHAT LEVEL OF SCREENING SHOULD A TSP DO BEFORE WE GET INTO A BATCH STUDY PROCESS? UM, AND THEN THERE'S ALSO A DISCUSSION AROUND THE ROLE OF THE BATCH STUDY AND WHETHER, AGAIN, IS IT ABBREVIATED, UM, IS IT, IS IT A A SHORT GET 'EM AN ANSWER? AND THEN LET'S DO THE COMPREHENSIVE, UH, MORE IN DEPTH RELIABILITY ANALYSIS. SHOULD THE BATCH BE MORE ABOUT GETTING THOSE ALLOCATIONS? AND THEN HOW MUCH ADDITIONAL STUDY IS DONE IN THE RELIABILITY ASPECT OF IT ON THE BACK END? ALL RIGHT, LOAD QUALIFICATION AND APPLICATION. UH, ONE OF THE THINGS WE HEARD IN EVERY TSP MEETING, WHETHER WE ASKED, BUT I WOULD SAY THE MAJORITY OF 'EM BROUGHT IT UP THEMSELVES, IS THE GROWING INTEREST IN WHAT RULES SHOULD APPLY TO MEDIUM SIZED LOADS. SO THINGS THAT ARE LESS THAN 75. UH, WE KNOW THERE'S DISCUSSIONS THAT ARE GOING ON AT NERC, UM, ABOUT WHAT THAT LEVEL SHOULD BE, BUT WE, THEY'VE ALL IDENTIFIED THAT THAT'S A GROWING INTEREST ON THEIR SYSTEMS AND MAKING SURE WE, UH, APPROPRIATELY CAPTURE THAT INFORMATION SO THAT WE HAVE A GOOD TRANSMISSION PLAN GOING FORWARD. UM, AS MATT STATED EARLIER, UM, HANDS DOWN, HAVING A PORTAL FOR EVERYONE TO BE ABLE TO SUBMIT INFORMATION NO LONGER, YOU KNOW, FILES BACK AND FORTH THROUGH DIFFERENT METHODS, UM, WE NEED A SINGLE SOURCE OF TRUTH FOR LARGE LOADS GOING FORWARD. UM, AND THEN THERE WERE MIXED OPINIONS ACROSS THE TSPS WHETHER A LARGE LOAD SHOULD COME TO ERCOT FIRST AND REGISTER, OR THEY SHOULD GO TO THE TSP FIRST AND THEN THE TSP REGISTER THEM WITH ERCOT. UM, SO WE'LL GET INTO WHAT SOME OF THOSE TRADE-OFFS ARE. UM, FROM A CUSTOMER AND A TSP PERSPECTIVE. UH, WHEN WE GET TO CASE BUILDING AND CREATION, AGAIN, I WOULD SAY THIS IS AN AREA WHERE OVERALL THE THERE WAS GENERAL CONSENSUS THAT WE CAN BE BETTER ABOUT THE CASE BUILDING THE MODELING PROCESS. UM, AGAIN, HISTORICALLY, SHANNON, LIKE YOU SAID, THESE PROCESSES 20 PLUS YEARS AGO, THE STUDY STATE WORKING GROUP WAS SET UP WITH A SET OF RULES AND PARAMETERS, UM, AND WHAT IT WAS INTENDED TO BE ABLE TO PROVIDE TO THE TSPS STUDYING THEIR OWN AREAS. BUT AS WE'VE SEEN THE GRID EVOLVE, UM, WE MAY NEED SOME DIFFERENT RULES ABOUT WHAT INFORMATION GETS PUT INTO THE MODEL AND HOW CASES EVOLVE FROM THEM. SO THEY SEE, UM, CONSISTENTLY WE SAW RECOGNIZING EFFICIENCY GAINS FROM HAVING A SINGLE SET OF CASES THAT EVERYONE WORKS FROM. AND THAT'S BEEN ONE OF THE, THE QUESTIONS IN THE PAST IS PROJECTS COME THROUGH THE RPG PROCESS, HAVING TO FIGURE OUT WHICH CASE DID SOMEONE START WITH, HOW DOES THAT DIFFER THAN WHAT THIS OTHER STUDY THAT WE LOOKED AT. BUT HAVING THAT CONSISTENCY COULD PROVIDE SOME EFFICIENCIES AS WELL REDUCE THE CASE BUILDING STEPS. UM, SO THE TOPOLOGY, THERE'S DISCUSSIONS ABOUT WHERE THE SHORT CIRCUIT, UM, PARAMETER SUBMISSION SHOULD BE AND HOW THAT SHOULD BE BALANCED, WHAT THE TIMELINE IS FOR THOSE. WHEN IS IT APPROPRIATE TO DO THOSE VARIOUS STEPS? UM, TSPS, UM, SHOULD INCLUDE TRANSMISSION PROJECTS AND LOADS. LIKE TODAY, WE SEE IT AT VARYING LEVELS OF MATURITY AGAIN, SO HAVING VERY DEFINITE RULES ABOUT WHEN A TSP CAN OR CANNOT ADD SOMETHING INTO A MODEL FOR THE CASE BUILDING OF THE COMPREHENSIVE TRANSMISSION PLANNING PROCESS. THEY ALSO AGREED THAT WE REALLY NEEDED STRONG AND ERCOT SHOULD BE ENFORCING, UH, DATA COLLECTION DEADLINES FOR THE CASE MODELING PROCESS. SO WE'RE DEPENDENT UPON MODELING INFORMATION COMING FROM THE TSPS, AND IF A TSP IS LATE IN GETTING THEIR INFORMATION IN, UM, IT HOLDS UP THE PROCESS FOR EVERYONE. UM, AND THEN AGAIN, AS I REFERRED TO EARLIER, THE SHORT CIRCUIT IS A, A CRITICAL, UH, SHARED CASE AND QUESTIONS ABOUT WHO SHOULD BE OWNING THAT PIECE OF IT, SHOULD IT BE SOMETHING THAT'S SOLVED BY THE TSP AS IT PUT TOGETHER BY ERCOT? THOSE ARE THINGS, UM, THAT'LL NEED SOME FURTHER DISCUSSION AS WE GO THROUGH THESE WORKING SESSIONS. ALL RIGHT, SO YOU THINK ABOUT, WE'VE HAD CASE BUILDING, WE'VE HAD MODEL OR MODELING CASE BUILDING BATCH STUDIES, THEN WE GET INTO THE FINAL RELIABILITY STANDARDS OR RELIABILITY STUDIES. IF YOU THINK ABOUT THE PC LOAD FORECASTING RULES STATES THAT WE CAN'T DO TRANSMISSION PLANNING COME OUT WITH ACTIONABLE PLANS UNTIL WE HAVE THOSE LOADS THAT ARE COMMITTED GOING FORWARD. SO HOW DO WE GET TO THAT ONCE WE'VE GOT TO THAT SPOT? WHAT DO THOSE RELIABILITY STUDIES LOOK LIKE? UM, THE TSPS SUPPORT, HAVING A COMMITTED BATCH STUDY LOAD FEED INTO THE CTP. AGAIN, WE, WE'VE, WE'VE SCREENED OUT WHO IS REAL, WHO'S MOVING FORWARD, THAT [00:50:01] SHOULD BE THE BASIS FOR PLANNING THE TSPS. UM, BELIEVE THAT WHEN A PROJECT HAS ALREADY BEEN A, AN ANALYZED THROUGH THE RTP OR THE CTP IN THE FUTURE, THAT ANALYSIS SHOULD STAND FOR ER COTS INDEPENDENT REVIEW. AGAIN, GOING BACK TO WE'VE HISTORICALLY MAYBE STUDIED THINGS MULTIPLE TIMES, IS THAT REALLY REQUIRED GOING FORWARD BECAUSE IT'S DUPLICATIVE WORK LOOKING AT, UM, THE SYSTEM HAS CHANGED, UH, VERY DRAMATICALLY OVER THE LAST COUPLE OF YEARS WHERE GENERATIONS LOCATED THE SIZE OF THE GENERATORS AND THE SPEED AT WHICH LOAD CAN CONNECT. WE'VE GOT A PLANNING HORIZON. SO THERE WAS DISCUSSION ABOUT WE'VE GOTTA DO SOMETHING AT LEAST ANNUALLY TO MAKE SURE WE'RE PICKING UP ANY POTENTIAL RELIABILITY ISSUES, UM, THAT COULD BE COMING TO THE SYSTEM SO THE TSPS HAVE TIME TO REACT, UM, AND BUILD TO MITIGATE ANY FUTURE OPERATIONAL ISSUES. ALSO, IF WE, IF YOU THINK ABOUT, UM, THE RPG PROCESS TODAY, ERCOT PRODUCES AN INDEPENDENT REVIEW. UH, THE TSPS WERE WANTING ERCOT TO HOLD FIRMER TURNAROUND TIMES, UM, SO THEY DON'T JEOPARDIZE THEIR CUSTOMERS IN SERVICE DATE. SO THEY CAN GIVE CLARITY, UM, TO THEIR TIMELINES FOR MOVING FORWARD PROJECT APPROVAL PATHWAYS OUTSIDE OF THE CTP. UM, SO THIS WOULD BE SOMETHING TO THE FACT OF YOU, YOU'VE GOT A, YOU KNOW, AN ANNUAL PROCESS, 18 MONTH PROCESS. ARE THERE A CLASS OF CUSTOMERS THAT WOULD REQUIRE FASTER TURNAROUND TIME? UM, AND THIS WOULD BE SOMETHING I WOULD SAY IS PROBABLY MORE OF A POLICY DECISION THAT WOULD COME FROM THE PUC OF HOW WE WOULD, YOU KNOW, TREAT ONE LOAD VERSUS ANOTHER. UM, THINK ABOUT YOU HAVE A LOT OF COMPUTATIONAL LOAD VERSUS A MANUFACTURING TYPE OF A LOAD. YOU KNOW, SHOULD THERE BE DIFFERENT PATHWAYS? DOES THAT, UM, IMPEDE ANYTHING THAT WE'VE WORKED TO TO GET TO A BATCH COLLECTIVE PROCESS? ARE THERE ON-RAMPS WHERE IT WOULD MAKE SENSE IF THEY MET CERTAIN HURDLES, THEY COULD STILL BE INCLUDED AS A PART OF THE COMPREHENSIVE TRANSMISSION PLANNING PROCESS? THERE WAS CONSISTENCY ON RETAINING THE LEGACY RPG UM, ELEMENTS. BUT AT WHAT LEVEL? UM, WE KNOW TODAY THAT A LARGE LOAD THAT, UM, IS LOOKING TO MOVE FORWARD, RPG IS NO LONGER THE PATHWAY FOR THAT. BUT IS THERE A PATHWAY FOR SOME OF THOSE LOWER TIERED PROJECTS, NEUTRAL PROJECTS, MORE LOCAL PROJECTS THAT AREN'T LARGE LOAD DRIVEN? UM, THAT COULD STILL BE RUN THROUGH, UM, A AN RPG ANALYSIS SEPARATE FROM THE CTP. UM, AND THEN THERE WAS ALSO DEBATE ABOUT, YOU KNOW, WHETHER CRPG SHOULD BE COMPLETELY SEPARATE FROM CTP OR IS IT INCLUDED WITHIN CTP. UM, AND SO THOSE ARE SOME OF THE ELEMENTS, UM, THAT WE'VE, WE'VE LOOKED, WE'VE HEARD, UM, WHETHER FROM WORKING WITH ERCOT INTERNALLY, I'M GIVING YOU SOME FLAVORS, SOME THINGS AS WELL AS THE INPUT THAT WE GOT FROM THE TSPS. AND SO, YOU KNOW, AS WE MOVE FORWARD, MATT'S GONNA START TEEING UP, UM, HOW WE'VE STARTED LOOKING AT COMPREHENSIVE TRANSMISSION PLANNING. UM, BUT THIS IS NOW WHERE AGAIN, WE WANNA START BROADENING THE DISCUSSION WITH ALL STAKEHOLDERS TO START GETTING THAT INPUT AS WE THINK ABOUT HOW DO WE DESIGN THIS GOING FORWARD. AND I SEE, UH, SHANNON, YOU'RE IN THE QUEUE, SO JUST, I DON'T THINK THESE HAVE PAGE NUMBERS, BUT BACK ON YOUR PAGE ONE OF FOUR, UH, SECOND CATEGORY, FIRST BULLET, JUST REITERATING THE TIER THREE, TIER FOUR, I'M GLAD THAT THAT WAS ALREADY, UH, CAPTURED. I THINK THAT'S A GREAT IDEA. NEXT SLIDE. UM, IN THE BATCH PROCESS SCOPE FIRST BULLET, THERE'S INTERESTED IN LIMITED UPFRONT TSP SCREENING PRIOR TO APPLICATION. I THINK IN THE BATCH ZERO I KIND OF SAID I DIDN'T THINK THAT WAS ALL THAT NECESSARY. HOWEVER, HERE I DO THINK THERE COULD BE BENEFIT IN THIS IF THERE IS NOT ONLY THE ABILITY TO GET SOME INITIAL FEEDBACK ON LOCAL UPGRADES NEEDED, BUT MAYBE EVEN BE THINKING ABOUT IS THERE WAYS THAT ILES, ONCE THEY HAVE THAT CAN STEP UP AND BE PERHAPS ALL THE WAY UP TO PUTTING UP SECURITY SO THAT THE TSP CAN BEGIN TO WORK ON THAT, NOT HAVE TO WAIT UNTIL THE, UH, BATCH PROCESS STARTS AND UTILIZE OUR TIME MOST WISELY. IT'S JUST SOMETHING TO KEEP IN MIND THAT, UH, TO THE DEGREE THE ILLE IS WILLING TO PUT UP THAT MONEY EARLIER, IF THAT COULD, COULD ALLOW THE TSPS TO START WORKING EARLIER. SLIDE THREE OF FOUR HERE. THE TOP, UH, TOPIC, UH, SECOND BULLET [00:55:01] INTEREST IN THE PORTAL, MAN, CAN'T EMPHASIZE ENOUGH. WHAT A GREAT IDEA THAT IS. AND THEN LASTLY ON, UH, SLIDE FOUR OF FOUR, YOUR RELIABILITY STUDIES, THE THIRD SUB BULLET AND, UH, FOURTH ONE THERE, FUTURE OPERATIONAL RISKS AREN'T SURFACED EARLY ENOUGH. THIS MADE ME, I DON'T KNOW IF THIS IS WHAT Y'ALL WERE THINKING, BUT I THINK ABOUT HOW GTCS SNEAK UP ON US AND THEY SEEM TO SNEAK UP IN WAYS THAT WE DON'T FULLY CAPTURE IN PLANNING AND WE GET SURPRISED WITH THEM OPERATIONALLY REALLY CLOSE OR EVEN INTO REAL TIME. AND SO AS WE, UH, REFINE THIS AND, AND MOVE TO CTP, IT SEEMS LIKE WE, WE DON'T NEED TO CREATE BARRIERS TO WHERE WE HAVE LONGER RELIABILITY PROBLEMS LIKE, UH, GTCS CREATE FOR US WITHOUT THOSE BEING ABLE TO BE, UH, QUICKLY FED IN BY TSPS AND ERCOT EVEN WITHOUT HAVING TO WAIT TILL THE NEXT CTP TO PROPOSE SOLUTIONS AND BE ABLE TO MOVE THAT FORWARD. UM, THOSE WERE MY COMMENTS OUT OF THAT. ALRIGHT, THANKS. THANKS FOR YOUR FEEDBACK. YEP. ALL RIGHT. I SEE, UH, CAMERON. HEY, GOOD AFTERNOON, Y'ALL. CAMERON, WITH THE DATA CENTER COALITION, I THINK SHANNON HIGHLIGHTED SOME, SOME INTERESTING POINTS THERE, UM, PARTICULARLY ON, ON SHOWING, UH, FINANCIAL SECURITY EARLIER IN THE PROCESS, RIGHT? UM, OBVIOUSLY IT'S DEPENDING ON THE PROJECT, WE'RE GONNA HAVE TO WORK THROUGH THIS PROCESS HERE. UM, BUT I THINK, YOU KNOW, AS WE'RE LOOKING AT IT NOW, WE'RE GOING THROUGH THE AUDIT PROCESS. THE EARLIER THAT COMPANIES CAN GO THROUGH THAT PROCESS, THE FASTER YOU CAN STREAMLINE IT. OBVIOUSLY FINANCIAL SCENARIOS DEPEND ON THE, UM, THE ACTUAL APPLICANT ITSELF, BUT I THINK IT'S AN IMPORTANT FACTOR. SECOND THING THAT, THAT YOU HIGHLIGHTED THAT I THOUGHT WAS REALLY STRONG, AND I APPRECIATE Y'ALL CONSOLIDATING ALL OF THIS INTO A COUPLE SLIDES. IT'S A LOT, LOT TO THINK THROUGH AND WORK THROUGH HERE WHERE THE TIMELINES FOR TSPS TO, TO MEET CERTAIN, UM, MILESTONES ON IN THE, IN THE PROCESS SO THAT THE BATCH STUDY, UH, CAN, CAN RUN SMOOTHLY FOR PROJECTS THAT HAVE BEEN WAITING FOR, UM, SOME TIME. SO I THINK THERE'S A LOT OF GOOD STUFF HERE AND, UH, I'M GLAD THAT, THAT Y'ALL ARE WORKING ON THIS. SO THANK YOU. ALL RIGHT. MARK, MARK, BRUCE, IF YOU'RE ON MUTE, WE CAN'T HEAR YOU. I AM UNMUTED. CAN YOU HEAR ME? YES, SIR. GO AHEAD. OKAY. SORRY ABOUT THAT. UM, SO ON THIS SAME SLIDE, UH, ABOUT THE PROJECT APPROVAL PATHWAYS OUTSIDE OF CTP, YOU KNOW, ONE OF THE THINGS THAT STRIKES ME AS BEING REALLY NICE ABOUT A COMPREHENSIVE PLAN IS THAT IT WOULD BE COMPREHENSIVE. UM, CHALLENGE TO THAT IS THAT IT GETS REALLY, REALLY LUMPY. UM, THERE'S A LONG PERIOD OF WAITING FOR THE NEXT COMPREHENSIVE THING TO OCCUR. UM, I SHARE SHANNON'S, UH, OBSERVATION, UM, ABOUT GTCS. AND ONE OF THE THINGS THAT WE'VE, UM, I GUESS ONE OF THE THINGS WE'VE IDENTIFIED THAT DRIVES, UM, STABILITY CONSTRAINTS, UH, APPEARING ON US IS THAT WE DON'T REALLY HAVE PLANNING MODELS THAT ARE TUNED TO OUR MODES OF OPERATION. UH, WE DO THINGS IN THE OPERATING ENVIRONMENT. WE'VE BEEN DOING THEM FOR A LONG WHILE IN THE OPERATING ENVIRONMENT, BUT WE DON'T REALLY CONSIDER THOSE OPERATING REALITIES IN THE WAY THAT WE PLAN, UH, THE SYSTEM. AND IT'S THOSE DISCONNECTS, I THINK THAT HAVE LED TO A LOT OF THE STABILITY CHALLENGES THAT WE'VE NOTED ACROSS THE SYSTEM AND THE IMPOSITION OF GTCS. I WOULD CERTAINLY LIKE FOR THERE TO BE SOME WAY, UM, TO ADDRESS THAT WITHIN THE, THE CTP STRUCTURE. THERE'S OTHER CATEGORIES OF THINGS THAT I ALSO SEE NOT MENTIONED HERE. FOR EXAMPLE, YOU KNOW, NOW ERCOT HAS THE GRRA PROCESS. UM, I DON'T SEE ANY DISCUSSION IN THESE BULLETS ABOUT, YOU KNOW, WHERE DO THESE IDENTIFIED RESILIENCY PROJECTS COME IN. UM, SO THERE'S SOME OF THOSE LOOSE END THINGS, UM, THAT I THINK WE NEED TO THINK ABOUT. UM, THIS IS ALL VERY EARLY AND WE'RE ALL BRAINSTORMING HERE, BUT IT JUST SEEMS TO ME THAT A, THAT RUNNING PARALLEL PROCESSES PROBABLY ISN'T THE RIGHT IDEA. AND ONE BIG LUMPY BATCH [01:00:01] THING PROBABLY ISN'T THE BEST. SO, YOU KNOW, SOME WAY FOR THINGS TO MOVE, UM, ALONGSIDE OR DIFFERENT TOUCH POINTS WHERE THINGS GET FED INTO CTP, UH, MAYBE A WAY TO PICK SOME OF THAT UP. ANYWAY, FOOD FOR THOUGHT. THANK YOU. ALL RIGHT, THANKS MARK. AND THE, THE ONE THING I WILL ADDRESS IS THE, THE GRRA, WHICH, UM, FOR THOSE THAT DON'T KNOW WHAT THAT ACRONYM IS, IT'S THE GRID RELIABILITY AND RESILIENCY ASSESSMENT THAT WE'RE REQUIRED TO DO EVERY OTHER YEAR BY STATUTE. UM, UP UNTIL THIS POINT MARK, WE HAVEN'T REALLY THOUGHT ABOUT THAT AS PART OF RUNNING IN, IN, IT WOULD RUN IN PARALLEL WITH A CTP 'CAUSE WE'RE, WE'RE HOPING TO GET SOMETHING TO CLOSER TO AN ANNUAL TIMEFRAME. THAT'S SOMETHING AN ANALYSIS WE DO EVERY TWO YEARS WHERE WE LOOK AT SOME EXTREME WEATHER SCENARIOS. UM, I THINK RIGHT NOW WE'RE STUDYING A, A MAJOR HURRICANE IMPACT IN THE PAST. WE'VE ALSO LOOKED AT SOME, UM, YOU KNOW, EXTREME WINTER WEATHER, UM, EVENTS. WHAT COMES OUT OF THAT ISN'T, UM, YOU KNOW, WE MAKE RECOMMENDATIONS RIGHT NOW. THERE'S NO PLANNING CRITERIA THAT CAN, YOU CAN PICK ONE OF THOSE PROJECTS UP AND MOVE IT FORWARD ON ITS OWN. IT'S GOTTA BE COUPLED, UM, WITH SOME OF THE OTHER CRITERIA AS WELL. AND SO THAT MIGHT BE A, A PATH FOR WHY IT MAKES SENSE TO STILL HAVE A, A SEPARATE RPG PROCESS FOR THOSE TYPES OF PROJECTS TO MOVE FORWARD IN THE FUTURE. ALL RIGHT. I SEE MARTHA IN THE QUEUE. YEAH, THANKS CHRISTIE. MARTHA AND SMITH ENCORE, I JUST WANNA SAY THANKS FOR BRINGING KIND OF THE SYNOPSIS OF THE DISCUSSIONS THAT YOU HAD WITH THE TSPS HERE THAT WE COULD SEE THAT. I THINK IT'S, UM, VERY USEFUL TO SEE THAT IN THE AGGREGATE AND IT, IT FEELS LIKE A PRETTY FAIR ASSESSMENT, UM, AND IS CONSISTENT WITH A LOT OF THE FEEDBACK THAT ENCORE PROVIDED TO ERCOT ABOUT THE INITIATIVE. I THINK TWO THINGS THAT YOU'VE ALLUDED TO HERE THAT ARE OF PARTICULAR IMPORTANCE TO ENCORE IS WHERE YOU TOUCHED ON THE LESS THAN 75 MEGAWATT LOADS. SO, UM, YOU KNOW, AS, AS THE ENVIRONMENT SITS TODAY, IT'S, IT'S VERY IMPORTANT THAT SMALL AND MEDIUM LOADS ARE CONSIDERED WHEN WE BUILD THE VARIOUS CASES THAT ARE USED FOR THE ERCOT STUDIES. UM, JUST PRIMARILY TO MAKE SURE THAT ADEQUATE CAPACITY IS BEING RESERVED FOR THOSE SETS OF CUSTOMERS. AND AS WE HAVE THE RULES TODAY, IT'S GONNA BE IMPORTANT THAT THOSE LOADS CONTINUE TO WORK WITH TSPS SO THAT THEY CAN BE INCORPORATED INTO THESE ANALYSES AND WE'LL SEE WHAT THE FUTURE HOLDS WITH RESPECT TO, UM, SOME SORT OF STANDARDIZATION ABOUT HOW WE CAN, YOU KNOW, ENTER THOSE INTO THE CASES WHICH WE DON'T ACTUALLY HAVE TODAY. UM, AND THE SECOND THING IS ALSO, YOU KNOW, WE APPRECIATE THAT THE, THE RPG IS GONNA NEED TO CHANGE. UM, I THINK YOU'VE ACTUALLY HIGHLIGHTED SOME, SOME INTERESTING IDEAS IN THE SLIDES TODAY THAT TO ME AT LEAST LOOK LIKE, YOU KNOW, GOOD WAYS TO THINK ABOUT RPG LONG TERM AND WE SUPPORT THIS GROUP'S STRAW MANNING, WHAT THAT COULD LOOK LIKE AS WE GO THROUGH THE WORKSHOPS. UM, HOWEVER, WE WOULD PREFER NOT TO MAKE, YOU KNOW, PROTOCOL CHANGES OR PERMANENT CHANGES TO RPG UNTIL WE SEE WHAT THE OUTCOMES OF THE FIRST CTP LOOK LIKE SO THAT WE CAN MAKE SURE THAT, YOU KNOW, THE STRAW MAN THAT WE CAME UP WITH IS ACTUALLY THE RIGHT SET OF CHANGES TO MAKE TO THAT PROCESS LONG TERM. UM, SO AGAIN, THANK YOU FOR THE, FOR THE SUMMARY AND WE'RE LOOKING FORWARD TO BEING A PART OF THE EFFORT. APPRECIATE IT. VERY GOOD. AND TWO THINGS. SO, UH, BRIAN SAMS AND THEN CLAYTON, LET ME KNOW IF YOU WANTED TO SPEAK TO YOUR POINT THAT YOU SAID THERE. GO AHEAD, BRIAN. HI CHRISTIE. UM, BRIAN SAMS WITH CONSTELLATION. HEY, UM, WHEN YOU WERE DOING YOUR LAYOUT, YOU'RE TALKING ABOUT REGISTRATION OF LARGE LOADS AND HOW THAT WAS SOMETHING THAT THERE WASN'T NECESSARILY CONSENSUS ON, BUT I I ALSO JUST WANNA MAKE SURE I UNDERSTAND WHAT YOU'RE TALKING ABOUT. WHEN YOU SAY REGISTRATION, ARE YOU TALKING ABOUT, UM, LIKE BECOMING A MARKET PARTICIPANT OR SOMETHING ELSE, OR THINK ABOUT TODAY THE TSP IS RESPONSIBLE FOR SUBMITTING THE LARGE LOAD INFORMATION ON THEIR BEHALF TO ERCOT. SHOULD WE LOOK AT A MODEL MORE LIKE THE GENERATION INTERCONNECTION PROCESS WHERE THE RESOURCE IS RESPONSIBLE FOR COMPANY AND PUTTING THEIR INFORMATION TO RIO? THEY MAY HAVE ALREADY BEEN TALKING WITH A TSP AND I WOULD GUESS WHAT WE HEARD FROM THE TSPS IS MOST OF THE TIME THEY'VE ALREADY HEARD FROM THEM BEFORE THEY EVEN COME TO ERCOT TO START PUTTING THEIR INFORMATION INTO THE PORTAL. BUT THAT'S MORE ABOUT THE DISCUSSION OF, YOU KNOW, WHO SHOULD BE RESPONSIBLE FOR, FOR PROVIDING AND UPDATING THE LARGE INTERCONNECTING ENTITIES INFORMATION TO ERCOT THE TSP OR THE INTERCONNECTING ENTITY. AND CORRECT ME, JEFF, IF THERE'S ANYTHING YOU WANNA ADD TO THAT? YEAH, NO, I THINK YOU COVERED IT WELL. ALRIGHT, CLAYTON? YEAH, CAN YOU HEAR ME? YEAH. YES. OKAY. THANK YOU. UM, THANK YOU. I'M GETTING SOME KIND OF ECHO. IS THAT BILL ? OKAY. UM, I, I PUT MY COMMENT IN THERE, BUT THIS PROCESS [01:05:01] HAS A LOT OF PROBLEMS. IF IT'S ONLY GONNA CLEAR ONCE A YEAR THAT, THAT, YOU KNOW, IT, IT EXACERBATES THE CRITICALITY OF THAT CLEAR, YOU KNOW, IF, IF PEOPLE DROP OUT OR THINGS CHANGE, THAT'S WHERE IF YOU HAVE A CADENCE, YOU KNOW, LIKE EVERY THREE MONTHS CADENCE WHERE YOU'RE RESTUDYING AND READJUSTING, IT CLEARS A LOT OF THESE PROBLEMS THAT YOU'VE NOTED ON THE PREVIOUS SLIDES. SO, UM, I WOULD THINK THAT SOME OF THE TOOLS THAT WE HAVE THAT ARE AVAILABLE NOW WOULD ALLOW THAT AND, UH, WOULD ENCOURAGE YOU TO INVESTIGATE THOSE WITH, TO THEIR FULLEST EXTENT TO TRY TO GET SOMETHING BETTER THAN A ONE THAN AN ANNUAL CADENCE ON, ON THIS PROCESS. THANKS, APPRECIATE THE FEEDBACK, UH, CLAYTON. AND WE ARE CONTINUOUSLY LOOKING AT THE TOOLS THAT ARE AVAILABLE, BUILDING SOME OF OUR OWN, UM, TO MAKE SURE THAT WE DON'T COMPROMISE RELIABILITY WITH SPEED. ALL RIGHT, NEXT UP, BILL BARNES. HEY, I WAS CURIOUS, UH, IF YOU COULD DESCRIBE, SINCE WE WEREN'T IN THE PERIOD OF DISCUSSION WITH THE TSPS, THE FAST TRACK APPROVAL, UH, I ASSUME THAT WAS FOR TRANSMISSION PROJECTS. I'M JUST CURIOUS HOW, UM, HOW THAT DIALOGUE WENT AND HOW YOU GUYS THINK THAT COULD WORK. SO THE WAY I WOULD SUMMARIZE IT IS IF YOU HAVE A LARGE LOAN THAT CAN'T WAIT FOR THE CYCLE, THERE, THERE, THERE WOULD HAVE TO BE SOME POLICY DECISIONS ABOUT WHAT THE CRITERIA IS. UM, OR CUT SHOULDN'T BE IN THE BUSINESS OF, OF DISTINGUISHING BETWEEN ONE LOAD VERSUS THE OTHER. THAT WOULD BE SOMETHING THAT'S GONNA NEED TO COME FROM A-A-P-U-C POLICY DECISION. BUT ONCE THAT'S BEEN IDENTIFIED, AND I THINK ERCOT WOULD RECOMMEND, AT LEAST AT THIS POINT, THERE SHOULDN'T BE SOMETHING THAT EVERYONE CAN DO BECAUSE THEN YOU'RE JUST BACK TO A PROCESS WHERE WE WERE A YEAR AGO TODAY, UM, WHERE EVERY, YOU KNOW, LARGE LOAD WAS BEING STUDIED ON THEIR OWN, BUT IS THERE A CRITERIA THAT SHOULD BE LOOKED AT FOR A VERY SMALL SUBSET THAT COULD TAKE A DIFFERENT PATH VERSUS GOING THROUGH THE, THE BATCH AND THE COMPREHENSIVE TRANSMISSION PLAN ON WHATEVER CYCLE IT IS THAT WE END UP WITH. UM, I GUESS TO CLAYTON'S POINT, IF WE CAN GET TO SOMETHING THAT'S SHORT ENOUGH, MAYBE THAT'S NOT NECESSARY. UM, BUT THAT WAS JUST SOMETHING TO TAKE A LOOK AT. AND I DON'T KNOW THAT WE'VE DEFINED YET, BILL, WHAT THAT PROCESS WOULD LOOK LIKE. I KNOW WE'VE STARTED HAVING DISCUSSIONS INTERNALLY AT ERCOT ABOUT WHERE MIGHT BE SOME RAMPS WHERE IF WE HAD THAT INFORMATION, IT WOULDN'T DISRUPT THE COMPREHENSIVE TRANSMISSION PLANNING LOOK. UM, BUT THAT'S STILL TO BE DETERMINED. I DON'T THINK WE HAVE A DEFINED, THIS IS WHAT IT LOOKS LIKE, BILL. OKAY, THANKS. APPRECIATE THAT. SO IT'S, IT'S ACTUALLY LARGE LOAD PROJECT SPECIFIC, NOT TRANSMISSION PROJECT. I WASN'T SURE WHAT YOU'RE REFERRING TO THERE. UM, BUT IT SOUNDS LIKE YOU ARE THINKING OF A DIFFERENT PATHWAY IF YOU'RE A LARGE LOAD, UM, AND YOU MEET CERTAIN CRITERIA. UM, OBVIOUSLY WE HAVE SOME THOUGHTS ON HOW THAT COULD WORK IF YOU'RE FLEXIBLE LOAD OR IF YOU'RE, UM, BEING GENERATION CONTRIBUTING TO RELIABILITY. BUT I'M HAPPY TO CONTINUE THOSE, UH, DISCUSSIONS. APPRECIATE IT. BE ALL RIGHT, KEN. YEAH, REALLY GOOD WORK, CHRISTIE. I I REALLY APPRECIATE IT. IT'S VERY OBVIOUS THAT WE NEED TO CHANGE AND, AND I THINK YOU'RE GETTING THERE AND IT'S GONNA BE DIFFICULT TO DO. SOME OF THE THINGS I'D LIKE TO ECHO AGAIN. UM, I THINK THERE NEEDS TO BE SOMEWHERE WE HAVE OPERATIONAL, UH, FLEXIBILITY AND FEEDBACK INCLUDED IN THE PLANNING PROCESS. I THINK THAT'S SOME SOMETHING WE REALLY KINDA LACKED. A, AS AN EXAMPLE, THE SAN ANTONIO GTC TO THE SOUTH AND TO THE NORTH SHOWED UP IN CONGESTION ALMOST TWO YEARS BEFORE IT BECAME A PROBLEM. THERE'S GOTTA BE SOME WAY OF FEEDING BACK THE QSA RESULTS, THE GTC, UH, EVEN EXTREME EVENTS, UH, EXTREME WEATHER EVENTS, FEEDING THAT BACK INTO THE PLANNING PROCESS. AND, UH, I, I THINK THERE NEEDS TO BE INCREASED EMPHASIS ON DYNAMIC DISABILITY STUDIES AND REACTIVE VOLTAGE CONTROL STUDIES IN THIS PROCESS. I'M VERY CONCERNED. I, THE 7 65 IS TAKING A BIG STEP, WHICH IS REALLY, REALLY GOOD IN THAT REALM, BUT I STILL THINK IT'S MOST OF OUR GTCS ARE BASED UPON OSCILLATIONS OR DYNAMIC STABILITY. SO THAT, THAT'S WHY I THINK THAT'S A BIG FACTOR OF FEEDING THAT BACK IN AND GETTING THAT BACK INTO THE PROCESS. THANKS KEN. YEAH, SPENCER, GO AHEAD. HELLO? YEP, WE CAN HEAR YOU. SPENCER, GO AHEAD. OKAY, PERFECT. THANKS CHRISTIE FOR THIS ON THE PROJECT APPROVAL PATHWAYS OUTSIDE OF CTP, THE FAST FAST TRACK APPROVAL PATHWAY, IS THERE ANY APPETITE AT THE ERCOT LEVEL ABOUT POTENTIALLY PROJECTS OR FACILITIES THAT CAN MEET THE MATURITY STATUS BASED ON THE AUDITS AS BEING A PART OF THIS AS WELL, [01:10:01] SPECIFICALLY FOR LARGE LOADS? OR IS THIS MORE SO FOR JUST LOAD TYPES IN GENERAL THAT MAY BE OUTSIDE OF, YOU KNOW, LCLS OR LS? SO I THINK AS WE GO THROUGH THIS STAKEHOLDER DISCUSSION, WE CAN CONSIDER DIFFERENT PATHWAYS, BUT WE NEED TO THINK ABOUT THE TRADE-OFFS BETWEEN 'EM. UM, UP UNTIL THIS POINT, IT'S REALLY BEEN MORE THINKING ABOUT, UM, THIS SHOULD BE A VERY LIMITED SET OF PROJECTS THAT WOULD BE ABLE TO MOVE FORWARD. AGAIN, AS I, I'LL REITERATE, WE DON'T WANNA BE BACK IN A PLACE WHERE WE WERE A YEAR AGO LOOKING AT MULTIPLE SEPARATE STUDIES, UM, IN A YEAR THAT COULD IMPACT EACH OTHER. AWESOME. THANK YOU. ALL RIGHT. THIS POINT, THE QUEUE IS CLEAR. SO CHRISTIE AND I MAY SWITCH PLACES. I'M GONNA PULL THE THREADS A LITTLE BIT MORE ON THESE, BUT THEN WE'RE GONNA SWITCH OVER TO BATCH AT SOME POINT. SO LET ME SWITCH SPOT TO THE CHRISTIE. ALRIGHT, [5. Discuss scope and design criteria for your input] SO THE WAY WE'VE BEEN THINKING ABOUT THIS, UM, IT, IT'S FUNNY, WHEN WE HAD THE, UH, TSP, MAYBE IT WAS ME, I'M THE ONLY ONE PTSE FROM THIS, I WAS LIKE, WE'RE NOT GONNA TALK ABOUT BATCH FIRST. CAN WE JUST NOT START WITH BATCH? LET'S START TALKING ABOUT OTHER STUFF. SO, UM, WHAT WE WANTED TO DO IS EVEN TO DO THAT HERE, WE WILL TALK A LOT ABOUT BATCH, BUT I DO WANT TO PULL UP, AND REALLY CHRISTY TEED UP 90% OF IT ALREADY. THERE'S NOT A WHOLE LOT MORE TO ADD OTHER THAN A COUPLE OF GRAPHICS TO HELP GET THE, UH, THE THOUGHTS MOVING. BUT WE THINK ABOUT THREE AREAS OF CHANGE. THE BIG ONE IS THE BATCH STUDY. AND ACTUALLY AT ONE POINT THEN WE JUST THOUGHT IT WAS THE RELIABILITY STUDY, THE ALL THE PLANNING PROCESSES, BUT IT QUICKLY BECAME APPARENT TO US THAT OFTENTIMES MODELING IS THE CONSTRAINT. AND SO THAT'S WHY YOU HAVE ERIC AND ROI AND UH, JOEL KEKE HERE. LIKE THE IDEA IS HOW DO WE POSITION OURSELVES TO BE READY TO RUN ON A MODEL? AND IF WE HAVE A COMMITMENT, THINGS FALL OUT. HOW DO YOU MODEL IT AGAIN TO GET THE BATCH, UH, TO GET US INTO THE REFINEMENT PERIOD? WE, WE COULD LOSE FOUR MONTHS IN A YEAR ON MODELING. SO IT'S REALLY A KEY POINT THAT WE WANTED TO INVESTIGATE. SO WE'RE GOING TO BACK THE TRAIN UP. SO WE'LL TALK ABOUT THE RELIABILITY STUDY AND THEN MODELING. AND I WANNA BRING JEFF UP FOR THE FUN BATCH STUFF. SO, UH, WHEN IT COMES TO RELIABILITY STUDY, UH, WE ARE REALLY ONE OF THE BIGGEST THINGS IS FINDING PARALLELIZATION. UH, WHETHER THAT'S, UM, TWO MODELS, SORRY, NOT MODELS, TWO CASES BEING STUDIED IN A WAY ACROSS DIFFERENT GROUPS AND HOW PING AND HER TEAM AND ROBERT CAN OPTIMIZE THEIR TEAMS AND ANALYSIS IN COORDINATION WITH THE TSPS TO SAY, THIS MAKES SENSE TO HAVE A TWO MONTH RUN ON SOMETHING TO GET IT DONE, TO MAKE ROOM FOR THEM THE NEXT THING. AND SO HOW DO WE MOVE THESE THINGS AROUND TO FIND A CRITICAL PATH THAT STARTS TO SHRINK WHAT NORMALLY WAS KIND OF ONE AFTER THE OTHER, AFTER THE OTHER THAT MAY SPOOL ON FOR 7, 8, 9 MONTHS AND KIND OF BRING IT TO THE LEFT TO GET IT INTO A SIX MONTH BOX. UM, SO THAT'S ONE WAY OF LOOKING AT IT. ANOTHER ONE IS THE IDEA OF, AND WE'VE TOUCHED ON THIS A COUPLE TIMES, IS NOT ALL PROJECTS ARE CREATED EQUAL WHEN IT COMES TO TRANSMISSION. UM, SO MAYBE IT'S THE IDEA OF IF THERE'S THE BIG TIER ONE AND TIER TWOS, WHAT DOES IT LOOK LIKE FOR THOSE HIGH VALUE PROJECTS TO HAVE ALTERNATIVES EVALUATED AND GO THROUGH A A LONGER PROCESS? AND THEN THE RPG TIERING, IF THERE'S THE SMALLER LOCAL STORM HARDENING INFRASTRUCTURE, TIER THREE FOUR IS THERE, THE QUICKER TURNAROUND TO GET THAT OUT THE DOOR. SO DON'T HOLD EVERYTHING UP INTO THIS WINDOW. ARE THERE ON RAMPS AND OFF RAMPS ON CERTAIN TYPES OF ITEMS AND WHAT'S THE APPROPRIATE WAY TO STUDY 'EM WITHOUT SACRIFICING RELIABILITY? UH, AND THEN THE FEEDBACK, UH, TIMING ON OPTIMIZATION. WE'VE HAD SOME PROJECTS IN THE PAST WHERE THE TSPS AND ERCOT HAVE SAID THAT REALLY WORKED WELL OR THAT ONE REALLY DIDN'T WORK WELL. SO IT'S HOW DO WE LEVERAGE LESSONS LEARNED ON A BEST WAY FOR WHERE ERCOT LEADS CERTAIN PARTS OF A PIECE, TSPS LEARN CERTAIN PARTS AND THEN COMPARE NOTES TO GET TO THAT. WHETHER IT'S A BATCH PROCESS IN A WAY IT'S THE SAME THING TO DO IT FOR A RELIABILITY ANALYSIS ON THOSE CONSTRAINTS IDENTIFIED, SOLVING FOR THE CONSTRAINT AND THEN GETTING TO THE OTHER SIDE. SO IT'S REALLY BUILDING A EFFICIENT MACHINE OF ANALYSIS TO GET TO THE OTHER SIDE OF THESE THINGS. UM, AND THEN EVEN THE IDEA OF AN ERCOT TSP PLANNING GROUP TO WHERE WHETHER OR NOT THERE'S A, YOU KNOW, IN-PERSON OR WEBEX TO WHERE IT'S ERCOT AND THE PLANNERS OF THE TSPS LOCKED IN TOGETHER, WALKING THROUGH EACH CONSTRAINT AND RES RESOLVING IT IN A MORE COLLABORATIVE PROCESS ON THE FLY RATHER THAN THROWING THINGS OVER THE FENCE TO EACH OTHER. SO ALL OF THOSE THINGS AND REALLY PROBABLY A LOT OF THAT DISCUSSION IS STILL AT THE WIRES COMPANY RATHER THAN THE WORKSHOP TODAY, BUT WANNA PULL BACK THE CURTAIN AND IF Y'ALL HAVE BETTER IDEAS TO TALK ABOUT IT, UM, THIS IS A CHANCE. AND SO I KNOW THIS GUY IS LIKE, WHAT NOW WE'RE GONNA TALK. SO THE QUESTIONS YOU'VE ALREADY BEEN ASKING, WE CAN ASK A FEW MORE OF THOSE. UM, AND [01:15:01] THEN LIKE I SAID BEFORE, THIS IS NOT THE END OF THE DISCUSSION. IF AFTER THE MEETING TODAY YOU HAVE IDEAS, FEEL FREE TO MAIL THOSE IN. SO BOB WHITMEYER, GO AHEAD. YEAH. ON, ON THE MODELING SIDE OF THIS THING AND I GET TO ASK A STUPID QUESTION 'CAUSE I DO IT ALL THE TIME ANYWAY, BUT IS THERE A WAY TO, UM, GIVE THESE GUYS A STANDARD OR A DOCUMENT THAT SAYS IF YOU MEET THIS, WE CAN MAKE THIS GO FASTER. IS THERE A WAY TO DO SOMETHING LIKE THAT? FRED, MAYBE IF YOU CAN HOLD THAT WE'RE, WE'RE TAKING THESE OUT OF ORDER, WE'RE KIND OF GOING BACKWARDS. . YEAH. SO OKAY. WE'VE GOT A MODELING SECTION, SO, BUT YES, I THINK THAT'S THE, HAVING MORE RULES ABOUT WHAT YOU CAN AND CAN'T PUT INTO A MODEL. YEP. ALRIGHT, SO WE'RE GONNA PUT A PIN IN THAT ONE FOR A SECOND. OTHER THOUGHTS ON THE THESE STUDIES? YEAH, SHANNON, GO AHEAD. YEAH, FOR HERE ON SLIDE 23, UM, IN THE BLUE BOX, THE BOTTOM, THE SECOND BULLET INTEGRATION OF RPG INTO CTP RELIABILITY STUDY FOR HIGH VALUE PROJECTS. YOU KNOW, I'VE COMMENTED A LITTLE BIT HERE EARLIER ON THE MAINTAINING NO LESS THAN THE TIER THREE AND TIER FOUR. I'M INTRIGUED BY WHAT MARTHA UH, SUGGESTED THOUGH EARLIER OF RETAINING THE EXIST, OR AT LEAST AS I UNDERSTOOD IT, CORRECT ME IF I DIDN'T UNDERSTAND RETAINING EVEN TIER ONE AND TIER TWO AT LEAST THROUGH ONE CYCLE OF THIS, IF PERHAPS NOT LONGER. AND THE, THE WAY I WAS JUST THINKING IN MY MIND THAT COULD WORK IS THINK OF CTP PERHAPS AS A REPLACEMENT FOR RTP, BUT STILL LEAVING THE ABILITY FOR TIER ONE AND TIER TWO PROJECTS AS WELL TO BE PROPOSED BY, UM, THE TSPS AND WORKED IN, YOU KNOW, LIKE THEY ARE TODAY ON A SIMILAR TIMEFRAME. AND WHAT TO ME THAT, I DIDN'T THINK ABOUT IT PRIOR TO HER COMMENT, BUT ONE THING I THINK COULD BE HELPFUL ABOUT THAT IS, IS IT COULD DO SOME OF WHAT WE WERE JUST, SOME OF US HAVE JUST TALKED ABOUT, ABOUT HOW TO NOT GET BLOCKED INTO A, INTO A, AN ANNUAL CYCLE OF WHERE NO PROGRESS CAN HAPPEN UNTIL THE NEXT ANNUAL CYCLE, UM, WHEN THAT WORK CAN BE DONE, BE GETTING REVIEWED AND MAYBE IT OFFICIALLY BECOMES NEXT PART OF THE NEXT CTP, BUT IT'S KNOWN THAT IT WAS APPROVED BY ERCOT SIX MONTHS EARLIER AND RIGHT AWAY CAN BE MOVING FORWARD, THINGS OF THAT NATURE SO THAT WE, WE DON'T, UM, SLOW DOWN THE PROCESS EVEN SLOWER THAN WHAT IT IS TODAY IF WE GOT RID OF THAT ENTIRELY. DOES THAT MAKE SENSE? YEAH, I, I HEAR WHAT YOU'RE SAYING. SO I, I THINK THAT'S PROBABLY A FUTURE WORKSHOP DISCUSSION ABOUT WHAT, WHAT LEVEL WE SHOULD RETAIN. 'CAUSE I SIT HERE TODAY, YOU THINK ABOUT WE HAVE, YOU KNOW, WE HAVE A LARGE LOAD INTERCONNECTION PROCESS. WE HAD RPG PROCESSES AND WE ALL, YOU KNOW, THERE WAS DISCUSSIONS ABOUT, WE HAD MULTIPLE PROCESSES FOR GETTING INTO THE BATCH STUDY. AND SO WHAT I WANNA MAKE SURE WE GUARD AGAINST IS THAT WE DON'T HAVE A AN RPG PROJECT THAT IS DRIVEN BY LARGE LOADS THAT ARE NOT BEING STUDIED BY BATCH BEING STUDIED SEPARATELY. AND SO THERE WOULD HAVE TO BE DEFINED PARAMETERS OF WHAT WAS DRIVING THAT RPG PROJECT. TODAY WE LOOK AT 'EM BASED OFF OF DOLLAR AMOUNTS, BASED OFF OF CCNS. SO THAT'S SOME OF THE CRITERIA WE NEED TO VISIT ABOUT WHAT IS, IF YOU'RE GONNA RETAIN SOMETHING, WHAT IS THE CRITERIA, UM, THAT WOULD BE DIFFERENT THAN GETTING INTO A BATCH. SO I THINK THAT MAKES A LOT OF SENSE. THAT'S NOTED WHAT YOU'RE SAYING THERE, THERE SHOULDN'T BE NEW, UM, WE SHOULDN'T UNDO THE BATCH. THINGS THAT I COULD THINK ABOUT THAT COULD FIT INTO IT IS IN BATCH ZERO, THERE'LL BE A LOT OF WORK DONE AND A LOT OF GREAT SOLUTIONS DEVELOPED AND A LOT OF, UH, CAPACITY ALLOCATED. BUT IT'S ENTIRELY LIKELY AT THE END OF THAT NOT, THERE JUST WASN'T ENOUGH TIME TO DEVELOP THE FULL SET OF PROJECTS THAT COULD HAVE GOTTEN, UH, MORE OF THAT CAPACITY TO THE DEGREE THAT WE HAVE THE ABILITY FOR THE TSPS TO NOT HAVE TO WAIT TILL THE FULL NEXT CYCLE IN ORDER TO BE ABLE TO PROPOSE THOSE SOLUTIONS TO ERCOT AND HAVE THEM MOVING THROUGH THE PROCESS FROM AN RPG APPROVAL. I THINK THERE, IT'S NOT NEW LOAD COMING. IT'S LOAD THAT ALREADY CAME THAT COULDN'T FULLY BE SERVED AND THE TSPS HAD MORE TIME TO WORK WITH THEIR ENGINEERING TEAM AND FIND SOLUTIONS AND ORDER EQUIPMENT AND THINGS LIKE THAT. I THINK THERE'S STILL VALUE IN BEING ABLE TO APPROVE, PROVE THEM WITHOUT HAVING TO WAIT ONLY TO AN ANNUAL CYCLE. THAT'S FAIR. AND I, I THINK, YOU KNOW, NOT, THIS SOUNDS LIKE WE'RE GETTING INTO [01:20:01] A BATCH END DISCUSSION ABOUT CRITERIA FOR WHAT HAPPENS IF YOU'RE NOT ALLOCATED YOUR FULL AMOUNT OR YOU DON'T HAVE A SOLUTION SOLUTION FOR YOUR FULL AMOUNT AND DOES THAT ROLL INTO THE NEXT BATCH OR SHOULD THAT BE SOMETHING SEPARATE? AND SO I THINK WE'LL HAVE TO DEBATE WHAT'S THE, THE BEST WAY FORWARD ON THAT. I DON'T KNOW THAT WE HAVE THE ANSWER SITTING HERE TODAY. ALRIGHT, NEXT UP WE HAD, I'M GONNA TRY TO MUTE THIS. HOLD ON. I HAVE THE POWER. OH, YOU BEAT ME TO IT. GOOD JOB. UM, SO JULIE, DO YOU WANT ME TO READ THIS? OH, OKAY. JEFF SAYS HE WILL ADDRESS YOUR QUESTION IN THE QUEUE WHEN WE GET THERE. OKAY. WE'LL TELL YOU WHAT I'M GONNA READ JULIE'S QUESTION AND THEN WE'RE GONNA PUT A PIN IN JUST FOR THOSE OF YOU THAT DON'T HAVE THE CHAT UP. SO, UH, JULIE SAYS, UM, APOLOGIES FOR DELAY GETTING THE QUESTION IN THE QUEUE. LARGE LOAD PROJECTS ARE LOOKING FOR GUIDANCE ON HOW TO ADVANCE THE STEPS ONCE THE LOAD FILES THE REQUEST WITH THE TSP, IS THERE A TIMELINE FOR THE TSPS TO PROVIDE THE PROJECT IN INTERMEDIATE AGREEMENT? THERE ARE PROJECTS THAT FILED IN 2024 THAT STILL DON'T HAVE A FULL STUDY COMPLETED AND NEED CLARITY ON HOW TO GET TO THE NEXT STEP, WHETHER AN INTERMEDIATE AGREEMENT OR OTHER REQUIREMENT TO GET TO THE ELIGIBILITY STUDY. SO JEFF SAID HE'LL TRY TO ADDRESS THAT ON SLIDE 29. ALRIGHT, SO SANDEEP BOKAR, GO AHEAD. THANK YOU MATT. UH, YEAH, AND I UNDERSTAND WE ARE TAKING THIS BACKWARDS. YEP. YOU STARTED FROM BATCH GOING INTO THIS END TO RELIABILITY STUDY, THIS MORE OR LESS LOOKS LIKE THE REFINEMENT STAGE OF BATCH ZERO. MM-HMM . RIGHT WHERE YOU FINISHED ALL THE BATCH WORK AND THEN A CERTAIN AMOUNT OF TRANSMISSION PLANNING HAS BEEN DONE AND THAT PLAN IS MOVING FORWARD INTO THIS. SOME LOADS HAVE BEEN, UH, COMMITTED FOR SOME HAVE DROPPED OUT OF THE QUEUE. SO CONFIRMING THAT WOULD BE THE EARLIER EXAMPLE OF A HUNDRED THOUSAND GO INTO BATCH, 75,000 COME OUT, THAT IS THE BLUE BOX HERE. BLUE CIRCLE IS 75,000 NOW GO INTO THE PLANNING STUDY. CORRECT. SO KEEP GOING. SO TO THAT EXTENT, THE EXTENT OF PLANNING THAT'S HAPPENING AT THIS STAGE I WOULD THINK IS LOT LESS THAN STARTING FROM SCRATCH. IT'S ALMOST LIKE TAKING RTP CASE AND THEN MOVING IT TO AN RPG STUDY. SO TO ME THIS MAKES SENSE HAVING A PARALLEL PATH FOR TPL STEADY STATE AND THE DYNAMICS, UH, STUDY BECAUSE YOU'RE TRYING TO FINE TUNE WHAT WAS ADDED. WHAT'S NOT CLEAR IS, IS ANYTHING ELSE CHANGING BETWEEN THE BATCH? AND THIS IS, IS NEW LOAD SAY, IS NEW MEDIUM LOAD FORECAST BEING UPDATED AS PART OF, UH, THE POST COMMITMENT CT P OR N MODEL THAT BLUE DOT? OR IS IT JUST MOVING STRAIGHT AWAY FROM WHAT WAS USED IN BATCH IS GOING INTO THIS STAGE? I THINK THE WAY WE'VE BEEN TALKING ABOUT IT IS YOU GET YOUR UPDATED MEDIUM SIZE LOADS, YOUR BASE ECONOMETRIC FORECAST, AND THAT GOES INTO THE BEGINNING OF BATCH AND THEN THAT STAYS CONSTANT THROUGHOUT THIS RELIABILITY ASSESSMENT. UM, IF, IF YOU CHANGE IT, THEN YOU'VE GOTTA HAVE UPDATED MODELS, UPDATED CASES, WHICH ADDS EXTRA TIME TO THE TIMELINE. I THINK THE THING THAT WE'VE AT LEAST BEEN DEBATING INTERNALLY IF YOU COULD APPRECIATE IS, IS HOW MUCH TRANSMISSION ANALYSIS DO YOU DO IN BATCH VERSUS HOW MUCH DO YOU DO IN THE REFINEMENT? AND A LOT OF THAT MAY DEPEND ON HOW BIG THE BATCH IS THAT YOU STUDY AND HOW MUCH STAYS IN VERSUS HOW MUCH DROPS OUT. AND UNFORTUNATELY WE DON'T HAVE ANY HISTORICAL BASIS RIGHT NOW TO KNOW IS, IS EVERYTHING GONNA STAY IN OR IS, YOU KNOW, 90% OF IT GONNA DROP OUT AND THEN YOU MAY NEED TO RETHINK HOW YOU LOOK AT THAT REFINEMENT. SO YEAH. YEAH, I I I THINK THE, THE CHALLENGING PIECE IN ALL OF THIS IS GOING TO BE THE NETWORK UPGRADE COST ALLOCATION THAT WILL HAPPEN BETWEEN THE BATCH AND THIS STAGE. AND TO HAVE A MEANINGFUL NUMBER, YOU NEED TO DO ENOUGH WORK UPFRONT. UM, AND AND SO THAT PROBABLY ANSWERS ON, ON THAT FRONT IN THE CHALLENGES WHEN PEOPLE DROP OFF, WHAT HAPPENS TO THE REST OF THE UPGRADES THAT NEED TO BE DONE. SO YEAH, A LOT LOT RIDES ON HOW BAD ZERO UH, GOES AND WE WHAT WE LEARN FROM THAT AS WE WORK THROUGH IT. BUT OVERALL, LIKE THE IDEA OF SHORTENING THIS WINDOW BECAUSE YOU'VE ALREADY DONE A WHOLE BUNCH OF WORK FOR BATCH STUDIES SHORTENED THIS WINDOW TO GET TO AN ANSWER, UM, AT THE END. THAT'S ALL. THANKS. THANKS SANDEEP. ALRIGHT, THIS POINT, THE QUEUE IS CLEAR, SO WE'RE GONNA GO BACK TO THE MODELING SECTION NOW. OH, HERE WE GO. UM, KENNETH BOWEN, IS IT FAIR TO SAY THAT ERCOT WILL ALLOCATE LOAD FOR THE YEARS 2027 THROUGH 2032 AND BATCH ZERO? ASSUMING BATCH ZERO DID A GOOD JOB OF ALLOCATING LOAD, THERE'S ESSENTIALLY NO CAPACITY LEFT IN THOSE STUDY YEARS GOING FORWARD. SO WOULD THE SUB SUBSEQUENT BATCH ONE ONLY STUDY 30 20 33? THAT'S A [01:25:01] TBD TO BE DETERMINED. YEP. AND BE KEEPING THAT IN MIND THOUGH WE HAVE TALKED ABOUT IF YOU'RE RUNNING BATCH EVERY YEAR, DO YOU REALLY NEED TO STUDY EVERY YEAR AGAIN OR DO YOU JUST STUDY THE OUT YEAR? THAT'S A GOOD WAY TO SAVE TIME. YOU KNOW, CLAYTON TALKED ABOUT HOW TO GO FASTER. DO YOU HAVE TO STUDY EVERYTHING, UH, IN THE BATCH? ALRIGHT, UH, SHANNON, GO AHEAD. ONE COMMENT, UH, KEEP IN MIND ON THAT IS IF YOU ONLY DID THAT, THEN YOU WILL BE IGNORING ALL NEW GENERATION THAT'S COMING ALONG THE WAY AND OTHER NEW LOAD THAT COMES ALONG THE WAY. I, I THINK THAT'D BE A TERRIBLE MISTAKE. I THINK YOU SHOULD ALWAYS BE DOING YOUR FIVE YEARS JUST LIKE YOU DO YOUR FIVE YEAR LOOK FORWARD NOW. AND THAT ALLOWS THINGS THAT MOVE ON A FASTER TIMELINE THAN THAT LIKE NEW GENERATION TO NOT BE IMPAIRED AND NOT BE ABLE TO BE DELIVERABLE OR HAVE THEIR DELIVERABILITY STUDIED AND ALL THAT TYPE OF THING. I THINK IT'D BE A BIG MISTAKE IF YOU ONLY LOOKED AT THE, YOU KNOW, LIKE 23 AND THEN 24 AND DIDN'T RE-LOOK AT PIECES IN THE MIDDLE. RIGHT. THANKS SHANNON. BOB WHITMEYER. YEAH, SHANNON, UM, IS THERE A, IS THERE A COMPROMISE SOMEWHERE IN THE MIDDLE THAT WE DON'T LOOK AT THE TWO YEARS OUT? WE START LOOKING THREE YEARS OUT? I MEAN, WE'RE NOT GONNA BRING ANY GENERATION ONLINE. WE KNOW EVERYTHING. IT'S A TWO YEAR PROCESS TO BRING GENERATION ONLINE. SO IS THERE A WAY THAT WE COULD SKIP ONE OF THESE AND DO THE LATER YEARS NOT, YOU SEE WHAT I'M SAYING? THIS IS ONLY SHANNON'S OPINION. SO, AND IT'S ONLY BOB'S OPINION. JOE OPINIONS MAY DIFFER. I THINK THAT'D JUST BE A GIANT MISTAKE, BUT, AND THE REASON IS THERE ARE TOO MANY THINGS THAT DO MOVE INSIDE OF THAT PERIOD. SO GENERATION LATER. YEAH, NEW BATTERY STORAGE PROJECT, UH, THINGS OF THAT NATURE COULD COME ALONG PRETTY QUICKLY OR, YOU KNOW, UM, MAYBE AT SOME POINT WE DON'T ONLY HAVE ACCELERATED OR EXTENDING TIMELINES ON NEW GENERATION AS WE GET MORE CAPACITY BUILT IN THIS COUNTRY TO GET BACK TO WHERE YOU CAN STILL HAVE THAT COMING ALONG ON A MUCH FASTER PATH. AND THE, THE PROCESS IS LOOKING AT THOSE CHANGES. I MEAN LIKE RIGHT NOW OUR FIVE YEAR VIEW IS REALLY TWO YEARS FROM NOW IS WHEN THE FIRST ONE STARTS. AND SO IF WE STAY ON THE CADENCE LIKE THAT AND WE ONLY MOVED OUT TO 2033 OR SOMETHING WAY OUT THERE, WE'LL ONLY BE LOOKING AT 3, 4, 5 YEAR OUT BEFORE YOU COULD HAVE ANYTHING NEW. AND THAT'S JUST, I THINK THAT'S WAY TOO LONG. DO I THINK A LOT CHANGES IN THE FRONT YEARS? MAYBE LET MUCH LESS CHANGES BECAUSE THERE'S LESS DEGREE OF FREEDOM BUT, AND YOU WON'T SPEND SO MUCH TIME ON IT, BUT IT STILL NEEDS TO BE RE-REVIEWED, UH, BECAUSE THERE'S ADDITIONAL THINGS THAT'LL COME ALONG THAT UH, CAN BE TIER THREE, TIER FOUR TYPE IMPROVEMENTS, ENTER, INTEGRATE SOME GENERATION AND YOU DON'T HAVE THAT KIND OF, THOSE BARRIERS. FAIR POINT. I WITHDRAW MY QUESTION. YOU YOU ANSWERED IT. THANK YOU. ALRIGHT. ALRIGHT. Q IS CLEAR. I'M GONNA, OKAY. SO WHEN IT COMES TO MODELING, UH, AND A WAY TO THINK ABOUT THIS IS WHETHER OR NOT WE, THERE IS THE MODEL BEFORE BATCH AND THEN IF BATCH IS TAKING THREE OR FOUR MONTHS AND THEN THERE'S THE 60 DAY COMMITMENT WINDOW, NOW THINGS HAVE MOVED FIVE MONTHS ON YOU, DO YOU REBUILD THE MODEL ALL OVER AGAIN? SO IT'S THAT KIND OF CADENCE OR, UM, WHAT GOES INTO THESE ASSUMPTIONS? SO, UH, NUMBER ONE IS WHETHER OR NOT THERE'S A POTENTIAL FOR ANY DESIGN CHOICES OF PRODUCING A STREAMLINED SET OF CASES. FIRST TO BEGIN RELIABILITY STUDIES AND THEN CONTINUING TO BUILD THE REMAINING CASES. SO WHETHER OR NOT THERE'S A DEMARCATION, SO MAYBE IT'S THE SAME NUMBER OF CASES, BUT THERE'S A KNOWN DATE THAT SAYS AFTER DATES SUCH AND SUCH IN THIS PROCESS, YOU'LL NOW HAVE THE BASELINE FORWARD LOOKING MODELS THAT SERVE THEIR LIABILITY CASE AND THEN THE OTHER ONES WILL COME LATER IN THE PROCESS. IT'S MORE OF A TIMING ISSUE AS ONE WAY TO LOOK AT IT. ANOTHER ONE IS WHETHER OR NOT THERE'S THIS SINGLE CTP CASE SET THAT REPLACES THE SSWG AND RTP CASES, UH, SETS TODAY, WHICH MAY BE SIMILAR TO THIS ONE ON THE RIGHT, IT'S JUST DIFFERENT TERMINOLOGY, BUT, SO, AND I'LL SLOW DOWN AND JUST KIND OF READ THE NEXT FOUR BULLETS. SO A SINGLE CASE SET. CAN WE REPLACE THE SSWG AND RTP CASE SETS WITH A SINGLE SET OF CASES PRODUCED IN A CTP MODELING PROCESS? AND HOW DO WE GET THERE AND WHAT WOULD THE SINGLE CASE SET NEED TO INCLUDE? NEXT ONE WOULD BE STREAMLINING THE CASES. CAN WE INITIALLY BUILD A STREAMLINED CASE SET IN ORDER TO BEGIN RELIABILITY STUDIES EARLIER, EIGHT TO 10 CASES THAT MEET THE NERC COMPLIANCE REQUIREMENTS AND BASIC RELIABILITY NEEDS. AND THEN HERE'S KIND [01:30:01] OF THE THINKING OUTTA THE BOX. ONE IS THE NETWORK LIBRARY. IS THERE A WAY FOR ERCOT TO SET UP A LIBRARY OF NETWORK DATA PACKAGES TO SUPPORT, UH, WHERE STAKEHOLDERS CAN BUILD INITIAL CASES AS NEEDED? COULD THIS REPLACE SOME OF THE SOLVED CASES THAT ARE NO LONGER PRODUCED? SO THIS IS KIND OF AN IDEA OF OUR ENGINEERING GROUP IS, YOU KNOW, YOU COULD SPIT OUT THE TOPOLOGY AND THEN PUT LIKE A LIBRARY, YOU COULD PULL OFF THE, YOU KNOW, SUMMER PEAK, NO SOLAR THIS TIME OF DAY, YOU KNOW, ASSEMBLE THE DATA SET ON THE TOPOLOGY TO BUILD YOUR OWN CASE. NOW IT WOULDN'T BE A SOLVED CASE, BUT YOU'D HAVE THAT ABILITY TO GET WHAT YOU NEED. AND RATHER THAN HOLDING AGAIN, THE ERCOT AND TSP COMMUNITY IS SPINNING ON CASES ALMOST YEAR ROUND RIGHT NOW AND IT SEEMS THAT THERE'S A CHANCE TO REVISIT THAT PARADIGM. SO, UH, WE WILL OPEN IT UP FOR QUESTIONS AND THOUGHTS. SO, OH, IT SAYS THE QUEUE IS EMPTY. WELL BOB, YOU HAD A QUESTION EARLIER. I DIDN'T, KIND OF, MY QUESTION EARLIER WAS IF WE COULD TELL THESE LARGE LOADS, IF YOU MEET X, Y, Z CRITERIA, THEN THAT MOVES THROUGH THE PROCESS FASTER OR THAT IS EASIER FOR ERCOT TO HANDLE. I THINK THAT WOULD BE HELPFUL. FRED'S GOT A MIC. THAT'S WHAT I WAS LOOKING FOR. UH, LEAST FRED HO FROM , I THINK IT LASTS THE PURPOSE FOR P 1 44 AND, UH, WITH A LONG, UH, APPROVAL, P 1 44. WE DO PLAN TO HAVE, UH, UPDATE IN THE DW PROCEDURE MENU ABOUT HOW THE MODEL SHOULD BE TEST TESTED AND INSPECT PERFORMANCE. SO WE CAN I SAY WORK WITH A LWG AND ALSO I-B-R-W-G TO SEE HOW THE AREA WE CAN FURTHER IMPROVE, UH, TO PROVIDE A BETTER GUIDANCE. THANK YOU FRED. THAT'S HELPFUL. ALRIGHT, ANY OTHER QUESTIONS? COMMENTS? WHAT DO Y'ALL THINK OF A LIBRARY INSTEAD OF BEING PROVIDED ALL THESE CASES AND WAITING FOR THESE CASES AND YOU COULD SELF-SERVE THESE CASES? AM I SELLING THIS AT ALL? ARE WE SELLING THIS? SOUNDS LIKE A GREAT IDEA, MATT. SOUNDS LIKE A GREAT OH, THANKS CHRISTIE. IT'S FROM YOUR TEAM. . ALRIGHT, WELL SERIOUSLY BE THINKING ABOUT THAT, THAT THAT IS A, UM, FREQUENTLY ASKED QUESTION OF HOW TO DO THIS MORE EFFICIENTLY AND COULD PEOPLE DO IT. SO, UH, TWO ARE IN THE QUEUE THAT GOT IT GOING. OKAY, HERE WE GO. SHANNON, ON YOUR NETWORK LIBRARY IDEA, I ACTUALLY AM INTRIGUED BY THAT. UM, I DON'T KNOW WHO CAME UP WITH IT, BUT I I LIKE THAT. AND TO THE DEGREE IT WAS TIED TO SOME, UH, SET OF DATES WHERE I DON'T, I'M JUST MAKING THIS UP QUARTERLY. UM, TSPS WOULD FOCUS ON GETTING UPDATES FROM RPGS THAT JUST GOT APPROVED INTO THAT LIBRARY OR SOMETHING MM-HMM . AND TO MAKE IT, WHEN YOU QUERY OUT OF IT THAT UM, NEW GENERATION THAT MEETS THE 6.9 REQUIREMENTS JUST AUTOMATICALLY FLOWS OUT OF IT. IF IT WERE SOMETHING LIKE THAT, THAT ACTUALLY COULD BE A REALLY GOOD IDEA. AND ONE OF THE THINGS, WHEN I WAS A PLANNER MUCH LONG AGO, 25 YEARS AGO, I HATED THE THOUGHT OF HOW MUCH TIME WE SPENT BUILDING MODELS VERSUS HOW MUCH TIME WE DID DOING ACTUAL PLANNING. AND YOUR NETWORK LIBRARY IDEA PERHAPS IS A WAY TO, TO GET THAT MORE STREAMLINED AND GET ENGINEERS FOCUSED OR ALLOW THEM TO HAVE MORE TIME TO BE DOING THE PLANNING. VERY GOOD. I DID NOT KNOW YOU WERE EVER A PLANNER. VERY FUN. ALRIGHT, UH, MIKE JABI. ALRIGHT, CAN YOU HEAR ME? YES, GO AHEAD. UH, MARK JABI FROM Z UH, REGARDING YOUR FACE, UH, THE FIRST PLOT POINT, A SINGLE CASE SET, UM, MY UNDERSTANDING IS TODAY, UH, THERE IS A SPECIFIC USE CASES FOR ASSIST CASES AND THERE IS A SEPARATE SPECIFIC USE CASES FOR THE RTP CASES AND THE UNDERLYING ASSUMPTION OF HOW THIS CASE IS BEING BILLED ARE DIFFERENT. ARE YOU SUGGESTING THAT THE, THE USE CASES ALONG WITH THE UNDERLYING ASSUMPTIONS THAT USED TO BUILD THESE MODELS WOULD BE, WOULD BE ALSO COMBINED? OR ARE WE STILL GOING TO HAVE ASSISTABILITY CASES RTP CASES AND NOW WE'RE GONNA ADD A THIRD SET OF CASES, WHICH IS, UH, CTP MODELING CASES? SO I MEAN, I, I THINK IT'S AN OPEN QUESTION, BUT THE IDEA IS THAT WE, WE DO A LOT OF WORK MAKING SSWG CASES AND THERE'S A LOT OF WORK TO MAKE RTP CASES AND WE'D LIKE TO, WE BELIEVE THAT THERE'S A LOT OF OVERLAP OF THOSE USE CASES. UM, THERE MIGHT BE SOME LEFTOVER USE CASES THAT WE HAVE TO BUILD AFTER WE KIND OF GET THROUGH THE CRITICAL PATH. THAT'S WHAT, UM, MATT KIND OF LAID OUT THERE ON THAT TOP RIGHT. UM, CONTINUOUS CASE BUILDING. SO MAYBE WE BUILD SOME SPECIAL SSWG CASES AFTER WE MEET THE CRITICAL PATH OF THE CTP CASES ALONE. YEAH. [01:35:01] TO ADD, ADD ONTO TO THAT, ONE OF THE BIG DIFFERENCES IS THE, THE INPUT ASSUMPTIONS IN SSWG AND RTP. SO IN THE SSWG CASES, THE LOAD IS PRIMARILY DRIVEN BY TSP FORECAST VERSUS RTP, IT IS DRIVEN MORE BY FORECASTS. AND THEN YOU ALSO HAVE DIFFERENCES IN PROJECT INCLUSION. FOR EXAMPLE, SSWG CAN TAKE ANY TRANSMISSION PROPOSED TRANSMISSION PROJECT, BUT TYPICALLY WHEN WE'RE DOING THAT IN-HOUSE, YOU KNOW, CASE BUILDING FOR RTP, THAT LOOKS ONLY AT THE APPROVED RPG PROJECTS. SO BY TAKING THE DIFFERENCES AND THOSE ASSUMPTIONS, YOU END UP WITH A PRETTY DIFFERENT CASE SET AND, YOU KNOW, EFFORT THAT NEEDS TO GO INTO THAT. AND WHEN WE SAY LET'S CLOSE THE GAP HERE, THAT'S A BIG PART OF THE GAP WE'RE REFERRING TO. YEAH, YEAH, I MEAN, I MEAN THAT, I MEAN THAT'S EXACTLY WHAT ERIC BASICALLY, UH, TRIGGERS MY QUESTION, RIGHT? BECAUSE THE UNDERLYING ASSUMPTION OF THE ACCESSIBILITY AND THE USE CASES IS, IS A LOT DIFFERENT BETWEEN ACCESSIBILITY AND RTP. AND I'M JUST CURIOUS IF WE ARE SAYING THAT WE CAN CLOSE THE GAP. I GUESS JUST ONE QUESTION IN MY MIND IS WHY WE DIDN'T TAKE CLOSE THE GAP FOR YEARS. AND NUMBER TWO, IF THE GAP CAN BE CLOSED, THEN I MEAN, I WOULD ASSUME THAT'S GONNA TRIGGER A LOT OF, UH, UH, PGRR AND CHANGE IN LANGUAGES AND A LOT OF METHODOLOGY CHANGES. OR IF YOU'RE SAYING THAT ALL SYSTEM IS GONNA REMAIN THE SAME, RTP IS GONNA REMAIN THE SAME. AND NOW WE'RE GONNA JUST INTRODUCE THE THIRD CASE, WHICH IS THE CTP MODELS. UM, AGAIN, I DON'T HAVE AN ANSWER, I JUST, I JUST WANTED TO RAISE THAT, THAT'S A BIG CHANGE. SO OUR HOPE WOULD BE THAT OUT OF THIS PROCESS, WE DO NOT END WITH A COMPLETELY RADICAL THIRD SET OF CASES THAT, YOU KNOW, THEN LEAD THREE DIFFERENT SETS AND ALL OF THEM DIVERGE. THE GOAL IS TO CONSOLIDATE AND TO PROVIDE A UNIFORM BASIS FOR EV MODELS FOR PRO EVALUATION OF THE SYSTEM THAT EVERYONE CAN USE. ALRIGHT, THANK YOU. THANK YOU. ONE THING THAT CAME UP IN THE TSP INTERVIEWS WAS THE, THE WORD, UH, CRITERIA, WHETHER OR NOT THERE'D BE A STANDARDIZED CRITERIA FOR WHEN DOES A LOAD GO IN OR NOT GO IN, UM, AND IN OTHER DIMENSIONS OF IT. SO FOR BUILDING CASES TO AGREE ON WHAT THE INPUTS ARE SO EVERYONE KNOWS WHAT THE INPUTS ARE OR WHAT THEY'RE NOT, AND THAT'S HOW THOSE LOAD FORECAST MAY BE SO DIFFERENT. SO, ALL RIGHT, NEXT UP WAS SANDEEP POOR CAR. YEAH. GOING BACK TO THE IDEA OF THE NETWORK LIBRARY, I LIKE THAT, THAT IF YOU ALL RECOLLECT WHEN WE, EARLIER THIS YEAR WHEN WE WERE STRUGGLING WITH THE WEST TEXAS, UM, GTC ISSUES, SOME OF THE BATCH STUDIES HAD TO BE, OR NOT BATCH STUDIES, SOME OF THE LLIS STUDIES HAD TO BE REDONE AND WE DIDN'T HAVE A CASE FOR THAT NET PEAK, UH, SCENARIO, BUT, OR CUT RELEASED SOME GEN GEN DISPATCH INSTRUCTIONS ON HOW YOU CAN DISPATCH THAT CASE AND WE COULD MAKE IT WORK. UH, BACK THEN. UH, THAT'S, THAT'S AN EXAMPLE. LIKE THERE WAS NO CASE OUT THERE, BUT Y'ALL GAVE US THE RIGHT INSTRUCTIONS. UH, THAT WAS ENOUGH TO GET US TO EVALUATE THAT PARTICULAR SCENARIO AND CLEAR SOME OF THAT IN A PRETTY SHORT, UH, TIMEFRAME. SO IF YOU CAN ACTUALLY DO THE NETWORK LIBRARY IDEA, THAT'S EVEN GREAT BECAUSE THEN YOU CAN JUST PICK AND CHOOSE WHAT YOU WANT. THE ISSUE IS STILL GOING TO BE MAKING THE CASE WORK, OKAY. THAT'S WHERE MOST OF THE WORK GOES ON IN, IN CASE BUILDING AND IN PLANNING ANALYSIS, BUT AT LEAST HAVING THAT INFORMATION WOULD HELP, UH, KIND OF SOCIALIZE THAT WORK AMONG TSPS, UH, AT DIFFERENT LEVELS. SO THANKS SANDEEP. ALRIGHT, Q IS CLEAR. JEFF, I'M GONNA MAKE WAY FOR YOU. I THINK WE ARE TO THAT POINT OF THE BATCH PROCESS. ALRIGHT. HE AND I ARE GONNA SWITCH SPOTS AND WE'LL GET GOING. ALL RIGHT, THANKS FOR THE SETUP, MATT. SO, UH, AS WE WERE GOING THROUGH THE, UH, BATCH ZERO PROCESS, AS I THINK MATT ALLUDED TO EARLIER, TH THIS WAS A PROCESS THAT WE, UH, DID A LOT IN A VERY SHORT AMOUNT OF TIME. I KNOW MANY OF YOU FELT THAT PAIN, UM, AND AS WE WERE GOING THROUGH, THERE WERE A NUMBER OF, UH, ISSUES AND, AND IDEAS THAT CAME UP WHERE, UH, WE JUST WERE NOT ABLE TO ADDRESS THAT AS PART OF BATCH ZERO. AND, AND SO WE, UH, CREATED A PARKING LOT. UM, I THINK FOR THE MOST PART WE, WE JUST, UM, KEPT THE PARKING LOT ON, UM, UH, JUST A, A FOLDER AND A, I THINK IT WAS JUST A TEXT FOLDER, UM, OR A TEXT FILE, UH, IN AT ERCOT. UM, BUT WE'VE, UH, TRANSFERRED THAT TO [01:40:01] A, UH, SPREADSHEET AND IT'S VERY ROUGH WHAT, WHAT THE, UM, WHAT EACH OF THOSE ITEMS ARE. BUT, UH, TRANSFER THAT TO A SPREADSHEET. WE POSTED THAT SPREADSHEET. THERE ARE, UM, 20 SOMETHING ITEMS ON THAT, UM, PARKING DECK. UM, AND SO, UH, NET NOW IS THE TIME THAT WE ARE GOING TO ATTEMPT TO ADDRESS MAYBE NOT ALL OF THEM INITIALLY FOR BATCH ONE, BUT AS MANY AS WE CAN FOR, UH, BATCH ONE. UM, MATT HAD A, UH, AND ACTUALLY I'VE GOT ON THE NEXT SLIDE, A LIST OF, UH, ABOUT A DOZEN OF THOSE THAT WE ARE GOING TO TRY TO ADDRESS INITIALLY. UH, THAT DOESN'T MEAN THAT OTHER ONES ON THE LIST, THAT MEANS THAT DOESN'T MEAN THAT WE'RE NOT ADDRESSING THOSE, SOME OF THOSE WE'RE GOING TO HAVE TO HAVE TO ADDRESS. UH, FOR EXAMPLE, THERE'S THE STUDY FEE. WE WILL BE CHARGING A STUDY FEE FOR BATCH ONE AND GOING FORWARD. AND SO WE NEED TO KIND FIGURE OUT WHAT DOES THAT, WHAT DOES THAT STUDY FEE LOOK LIKE? THERE ARE OTHER ITEMS ON THERE LIKE, UM, UH, MANY OF YOU KNOW THAT NERC IS ALSO LOOKING AT, UH, COMING UP WITH NEW STANDARDS FOR LARGE LOADS. UH, THEY HAVE, UM, AND IN PARTICULAR LARGE COMPUTATIONAL LOADS, THEY HAVE PROPOSED A 50 MEGAWATT A NUMBER. UH, SO WE MAY NEED TO ADDRESS THAT IN OUR DEFINITION OF LARGE LOADS HERE AND, UH, POTENTIALLY CHANGE 75 TO 50. UM, BUT YOU KNOW, OBVIOUSLY WE'LL WAIT TO SEE HOW THINGS PLAY OUT AT NERC BEFORE WE DO THAT. BUT JUST TO GET, JUST GIVE YOU A FLAVOR OF, UM, SOME OF THE THINGS THAT ARE ON THE LIST THAT WE WILL NEED TO ADDRESS. UM, AND THEN, UH, THERE'S THIS, UM, UH, OTHER CIRCLE HERE. WE, IT'S, UH, IT'S REPRESENTING THE, UH, BYOG AND UH, PCLR ENHANCEMENTS. UH, WE'VE GOTTEN, UH, THROUGHOUT BATCH ZERO AND THEN AF EVEN AFTER THE, UH, PIGGER, WE'VE GOTTEN A NUMBER OF, UM, SUGGESTIONS FOR THAT. SOME OF THOSE WE ARE GOING TO TRY TO, UH, ADDRESS AS PART OF BATCH ONE AND OTHERS WE PROBABLY WON'T BE ABLE TO GET TO IN, IN BATCH ONE, BUT WE'LL ADDRESS, UM, IN, UM, SUBSEQUENT BATCHES, UH, SUBSEQUENT REVISION REQUESTS. SO, UM, WITH THAT, THIS IS THE, UH, LIST THAT I THINK THE SAME LIST THAT MATT SHOWED EARLIER. SO I WON'T WALK THROUGH THESE, BUT, UM, WE'RE GOING TO, UH, THE ONES THAT ARE HIGHLIGHTED, I'M GOING TO, UH, DIVE DEEPER INTO THOSE A LITTLE BIT. SO THESE ARE ONES THAT WE HAVE ALREADY STARTED WORKING ON AND HAVE SOME CONCEPTS TO BRING FORWARD TODAY WOULD LIKE YOUR FEEDBACK. UH, IT'LL MAKE THE SAME DISCLAIMER THAT I MADE IN, UM, MOST OF THE BATCH ZERO WORKSHOPS, AT LEAST ALL OF THE EARLY ONES, IS THAT THIS IS WRITTEN IN PENCIL, UH, AND THIS IS SUBJECT TO CHANGE. SO IF Y'ALL GIVE US FEEDBACK THAT THERE, UH, BETTER WAYS TO DO THINGS OR YOU KNOW, LIKE WHAT WE'VE DONE AND, AND, AND WE NEED TO CHANGE IT THERE, THERE BARRIERS OR WHATEVER, THEN, YOU KNOW, GIVE US THAT FEEDBACK AND WE WILL, UM, YOU KNOW, ATTEMPT TO MAKE CHANGES AS WE GO ALONG. UH, SO WITH THAT, LET'S, UM, GET, GET INTO THE DETAILS HERE. SO THE, UH, FIR FIRST ONE IS THAT, THAT, UM, INTERACTION BETWEEN THE ILE, THE TSP AND ERCOT AND, AND HOW DOES THAT WORK? SO TODAY, UH, OR I SHOULD, I REALLY SHOULDN'T SAY TODAY, I SHOULD SAY, UH, IN THE PICKER ONE 15 PROCESS, THE FORMER PROCESS, UH, THE ILE WENT TO THEIR INTERCONNECTING TSP OR DSP AND STARTED THE PROCESS THERE. AND THEN THAT INTERCONNECTING TSP OR DSP PROVIDED THE STUDIES TO ERCOT ALL OF THE INFORMATION TO ERCOT. AND, UM, AND, UH, AND THE TSP PERFORMED THE STUDY. UM, WE, WE HEARD THROUGHOUT BATCH ZERO AND, AND IN THE, UM, IN MULT MULTIPLE OF THE TSP DISCUSSIONS, UH, WE HEARD THAT THAT PROCESS DID NOT, UH, WORK VERY WELL. UH, AND THERE WERE DIFFERING PROCESSES THAT DIFFERENT TSPS HAD THAT MADE IT CONFUSING, UM, FOR THE, UH, DEVELOPERS, UH, IN. AND, UH, SO WE ARE THINKING THAT BASED ON THAT FEEDBACK, THAT WE SHOULD MOVE TO A PROCESS THAT LOOKS, UH, SIMILAR TO THE GENERATION INTERCONNECTION PROCESS WHERE THE ILE WILL, UH, FIRST SUBMIT THEIR INTERCONNECTION REQUEST TO ERCOT AND PAY THEIR STUDY FEE UPFRONT TO, UM, ERCOT. UM, SIDE NOTE THAT STUDY FEE IS, IS PROBABLY JUST THE ERCOT STUDY FEE. THERE'S PROBABLY A SEPARATE FEE, WHICH WE'LL TALK ABOUT IN A SECOND FOR THE TSP, BUT AT LEAST PAY THEIR ERCOT STUDY FEE UPFRONT. UM, THEN THE SECOND PART IS THAT ERCOT WOULD CHECK THAT SUBMISSION FOR COMPLETENESS AND, UH, ERCOT WOULD THEN, AND, AND WE WOULD HAVE A DEADLINE. SO MANY DAYS, RIGHT NOW I'M JUST SAYING X DAYS, X DAYS THAT ERCOT WOULD HAVE TO PROCESS THAT, AND IF THERE'S INCOMP COMPLETION IN THE, IN THE SUBMISSION OR WHATEVER, THEN WE WOULD LET THEM, UH, LET THE, UH, IE KNOW, UH, THIS IS ALSO LIKELY TO BE IN THE PORTAL. UH, THAT, I THINK THAT'S THE IDEA IS THAT, THAT THE IOE WOULD MAKE THAT SUBMISSION IN THE PORTAL. THERE WOULD BE SOME, UH, AUTOMATED CHECKS WITH WITHIN THE PORTAL, UH, BUT WE'LL STILL PROBABLY HAVE A HUMAN THAT WILL LOOK AT THE, THE SUBMISSION AND, AND, UM, AND, AND DO ANY SORT OF CHECKS LIKE THAT. [01:45:01] BUT WITHIN X DAYS, WE WILL, UH, DO THAT AND THEN WE WILL SEND THAT PACKAGE TO THE TSP, UM, UH, FOR THE IOE TO SIGN THE INTERMEDIATE AGREEMENT WITH THEIR INTERCONNECTING TSP AND, AND PUT UP THEIR, UM, UH, 58 41 THEIR FINANCIAL SECURITY, UH, TO THE TSP. UM, THE TSP THEN WOULD PROBABLY DO SOME, SOME SORT OF ANALYSIS TO DETERMINE WHAT THE, UH, POINT OF INTERCONNECTION IN POINT OF INTERCONNECTION IS AND SEND THE STEADY STATE MODELING INFORMATION TO ERCOT FOR US TO INCLUDE THAT IN THE BATCH STUDY. UH, THE, THAT, THAT, UH, PROCESS, THE, UH, THE TSPS WOULD HAVE A DEFINED TIMELINE FOR WHEN THEY WOULD NEED TO DO THAT. UH, SO IT WOULD BE, AND I'M, THAT'S TBD, BUT I'LL JUST SAY RIGHT NOW THAT'S Y DAYS. SO TSP WOULD HAVE, UH, SOME NUMBER OF DAYS TO COMPLETE THAT PROCESS. SO WE SEND IT TO THE TSP, UM, UH, TSP, YOU KNOW, GOES THROUGH THEIR PROCESS AND THEN NEEDS TO SEND THAT INFORMATION BACK IN A DEFINED TIME PERIOD. UH, THEN OF COURSE, ERCOT PERFORMS THE BATCH STUDY, WHICH IS, UH, IN MONTHS. AND, AND, UM, YOU KNOW WHAT, WHAT THAT IS, IS I THINK DEPENDENT ON THE, UH, TIMELINES THAT WE TALKED ABOUT EARLIER IN THE, THE PROCESS THAT CHRISTIE TALKED ABOUT. UM, AND THEN ERCOT WOULD SEND THE BATCH STUDY REPORT DIRECTLY TO THE ILE, UH, AS WELL AS TO THE INTERCONNECTING TSPS AND DSPS. AND THEN FROM THAT POINT, WHEN WE SEND THAT, UH, REPORT OUT, THEN THE ILE, UM, ASSUMING THAT THIS STAYS CONSTANT IN 58 41, UH, THE PC RULE, THE IOE WOULD HAVE 60 DAYS TO SIGN THEIR INTERCONNECTION AGREEMENT AND PUT UP THE, UM, FINANCIAL SECURITY, WHATEVER OTHER SECURITY IS NEEDED, UM, FOR THAT. UH, SO LET ME, UH, PAUSE THERE AND SEE WHAT, UH, QUESTIONS WE HAVE. YEAH, KI SO YOU HAVE FOUR QUESTIONS. THANK YOU. FIRST ONE KI GO AHEAD. KI CODA. ALRIGHT, WE'LL COME BACK TO YOU KI UH, BRIAN SAMS. HEY JEFF, BRIAN SAMS CONSTELLATION. UH, I LOVE THE CLEAR PROCESS, I LOVE THE SHOT CLOCK, I LOVE THE DEADLINES. JUST, UM, WHEN YOU'RE THINKING ABOUT THIS, I, I THINK, UM, HAVING A CLEAR DEFINITION OF WHAT THE INTERCONNECTING TSP IS IS, IS SUPER IMPORTANT. OR TDSP DEPENDING ON KIND OF HOW YOU'RE, YOU'RE INTERCONNECTING AND I'D, I'D SPEAK FROM EXPERIENCE HERE 'CAUSE I'VE GOT A PROJECT THAT HAS, UH, A DSP THAT'S DIFFERENT THAN THE SUBSTATION OWNER THAT'S, THAT OWNS THE TSP AND THEN HAS TWO DIFFERENT, UH, TRANSMISSION PROVIDERS CONNECTING TO THE SUBSTATION. AND SO JUST CLARITY ON WHO IT IS THAT'S, UH, SUPPOSED TO BE DOING ALL THE, THE HOMEWORK IS, IS, UM, PARAMOUNT. THANK YOU. ALRIGHT, THANKS BRIAN. THANKS FOR THE COMMENT. BRIAN. YEAH, KAREN, ARE YOU ABLE TO COME OFF MUTE THIS TIME? HELLO? CAN YOU GUYS HEAR ME? YEAH, THERE YOU GO. GO AHEAD BUD. HEY, UH, SO THANK YOU, UH, KAR FOR, UH, PUTTING THIS PRESENTATION AND, UH, FIRST IN THE SERIES OF THIS PROCESS THOUGH, UM, MY QUESTION TO YOU GUYS IS LIKE, UH, HOW DOES THIS PROCESS AFFECT THIS, UH, NEW STUDY FEE AND EVERYTHING AFFECT, UH, FOR THE PROJECTS, UH, WHICH GOT PUSHED INTO BATCH ONE AND DIDN'T MAKE INTO BATCH ZERO? YEAH, I GOT, IF YOU WOULDN'T MIND HOLDING THAT, UM, I, I HAVE A, UH, I THINK A SLIDE COMING UP HERE AND A FEW SLIDES ON THAT. OKAY. THANK YOU. YEAH, THANK YOU. ALL RIGHT. THANKS FOR WAITING, KAREN. UH, CAMERON. HEY Y'ALL, I JUST WANTED TO RE-HIGHLIGHT ONE OF THE QUESTIONS I SAW, UM, IN, IN THE CHAT. UM, PARTICULARLY, UM, I BELIEVE THE PC'S WORKING ON, UH, RED LINES TO STATE THAT LOADS MUST HAVE AN EXECUTED INTERMEDIATE AGREEMENT BEFORE INITIATING A STUDY REQUEST OR THEY'RE CAUGHT. UM, SO AS WE THINK THROUGH THE, THE TIMELINES WE'RE THINKING THROUGH WHAT IF, IF A TSP DOES NOT HAVE A TIMELINE FOR PROVIDING THE INTERMEDIATE AGREEMENT, UM, THEREFORE THE PROJECT, IT CAN'T MOVE FORWARD, UM, ULTIMATELY HALTING IT. SO I GUESS MY, MY SPECIFIC QUESTION IS, IS AS WE LOOK AT THIS, IT, IT MAY MAKE SENSE TO HAVE, UM, CERTAIN REQUIREMENTS TO, UH, PROVIDE THE TSP TO PROVIDE, NEGOTIATE OR EXECUTE AN, AN AGREEMENT AT, AT SOME POINT. UM, AND SO I JUST THINK THAT THAT WOULD BE BENEFICIAL. I THINK THAT'S WHAT WE'RE LOOKING AT NOW AND UH, JUST JUST WANTED TO HIGHLIGHT THAT BECAUSE SOME PROJECTS HAD BEEN WAITING, BUT WE UNDERSTAND THAT THERE'S TONS OF LOADS AND, AND BEING REQUESTED, SO SURE. [01:50:01] YEAH. YEAH. THE, THE, THE ONLY THING I STRUGGLED WITH YOUR WAS, UM, THE, THE INTERMEDIATE AGREEMENT THAT, THAT THAT'S A, UH, YOU KNOW, IT'S TWO PARTIES, RIGHT? AND SO IT, I CAN'T PUT A REQUIREMENT DIRECTLY ON THE TSP THAT THEY DON'T HAVE COMPLETE CONTROL OVER. YOU KNOW, I CAN'T SAY YOU HAVE TO SIGN AN AGREEMENT WITHIN X DAYS. UM, BUT UM, YEAH, I MEAN, WE CAN THINK ABOUT ARE THERE THERE WAYS TO, YOU KNOW, WAYS TO DO THAT. YEAH. AND I, YOU KNOW, I I THINK THAT WE'RE GETTING CLOSER TO, TO WHAT IT WOULD LOOK LIKE, UH, PARTICULARLY ON THE LANGUAGE TO INITIATE THAT INTER CONNECTION AGREEMENT. UM, WHICH, WHICH IS, UM, EXTREMELY HELPFUL. UM, I JUST, JUST SOMETHING I WANTED TO HIGHLIGHT AS WE THINK THROUGH, UM, YOU KNOW, PROJECT TRYING TO DO THE RIGHT THING. YEAH. YEP. UNDERSTOOD. ALRIGHT. GREAT. SHANNON, YOU'RE NEXT. THANKS FOR LAYING OUT THIS, UH, DIAGRAM HERE. I HAVE A QUESTION, I THINK BETWEEN, I'M SEEING YOUR X DAYS AFTER TWO MEANT TO BE THE, UM, FROM THE TIME THAT ERCOT CHECKS THE SUBMISSION TO THEN SUBMIT THAT, UM, OVER WHERE THE ILLE CAN, UM, NEGOTIATE OR, UH, SIGN AN IN INTERMEDIATE AGREEMENT WITH THEIR TSP. I DON'T NOTICE A SET OF DAYS AFTER THE NUMBER THREE, AND I THINK THAT'S ON PURPOSE, BUT I'M SEEKING SOME CLARITY AND THEN I NOTICE YOUR Y DAYS IN FRONT OF, UH, NUMBER FOUR. I THINK WHAT YOU'RE SAYING IS FROM THE TIME THE NUMBER THREE IS COMPLETED, UH, FROM THERE, UH, THERE'S ONLY Y DAYS FOR THE TSP THEN TO SUBMIT AN IDF TO ERCOT. AND I'M PRESUMING THE REASON THERE'S NO, UH, YOU KNOW, I DON'T KNOW, X AND A HALF DAYS HERE AFTER THREE IS BECAUSE IF WE'RE ON A SIX MONTH, NINE MONTH, WHATEVER THE CYCLE IS, THAT CAN BE A DIFFERING NUMBER OF DAYS DEPENDING ON HOW MANY DAYS ARE LEFT BEFORE THE CYCLE ENDS. IT'S KINDA LIKE YOUR JULY 10TH DATE THAT WE HAD TO HAVE EVERYTHING COMPLETE. I CAN SEE THERE NEEDS TO BE A LINE IN THE SAND, BUT IT'S PROBABLY DATE SPECIFIC RATHER THAN DAYS SPECIFIC. IS THAT WHAT YOU'RE THINKING? OR HOW ARE YOU THINKING ABOUT IT? YEAH, THERE'S MORE WHERE I WAS DISCUSSING WITH, UM, CAMERON HERE A MINUTE AGO IN THAT IT'S, UM, I'VE GOT TWO ENTITIES THAT HAVE TO SIGN THIS AGREEMENT. UM, AND, AND SO WE, WE JUST FOUND IT CONCEPTUALLY HARD TO, TO THINK HOW, HOW DO WE PUT A DEADLINE ON I I IF I GIVE A TSP AND SAY YOU HAVE X DAYS TO COMPLETE THIS TASK. WELL THEY, THEY'RE NOT COMPLETELY IN CONTROL OF THAT TASK BECAUSE THE, THE ILE ALSO HAS TO SIGN THAT AGREEMENT. BUT I THINK CAMERON'S SUGGESTION WAS MAYBE THEY HAVE TO PRESENT THE INTERMEDIATE AGREEMENT WITHIN SO MANY DAYS, OR, YOU KNOW, SOMETHING LIKE THAT TO, I THINK THAT'S, TO THE DEGREE WE CAN GET TO A STANDARDIZED, INTER INTERMEDIATE AGREEMENT. THIS SHOULDN'T BE, UH, ROCKET SCIENCE. IT SHOULDN'T BE THAT HARD. AND THERE SHOULD BE SOMETHING WHERE WE CAN KIND OF STANDARDIZE THE, UH, TIMELINE. IT NEEDS TO BE REASONABLE, BUT THIS STAKEHOLDER BODY CAN PROBABLY COME UP WITH WHAT THAT IS. AND I THINK THAT'LL GO A LONG WAY TO ADDRESSING A LOT OF THE, THE CUSTOMER SIDE OF THERE WAS VERY DIFFERENT, UH, RESPONSES UH, ACROSS TSPS AND MAYBE FOR GOOD REASONS, BUT TO THE DEGREE THAT WE CLEAN A LOT OF THAT UP WITH THIS PROCESS IS, IS GOOD FOR EVERYBODY. YEP. YEP. I AGREE. VERY GOOD. BROTH. YEAH. CAN Y'ALL HEAR ME, MATT? YES. YES WE CAN. HEY, JEFF, THANK YOU SO MUCH FOR THIS. UH, YOU KNOW, IN THE SPIRIT OF OPTIMIZING THE PROCESS, AS I THINK THROUGH THIS AND AS WE READ 5, 4, 8, 1, I THINK, YOU KNOW, IT MAKES SENSE FOR NUMBER THREE TO BE ALIGNED WITH NUMBER ONE, RIGHT? I MEAN, AND, AND NUMBER FOUR TO THAT EXTENT, BECAUSE WHEN AN ILLE GOES AHEAD AND SUBMITS THE APPLICATION, THEY ALREADY KNOW THE POI, SO IT'S, IT'S GIVEN THAT THEY KNOW WHERE THEY'RE ARE PLAYING IN THE SUBSTATION, THEY'RE KIND OF GOING TO CONNECT TO NUMBER TWO. I THINK IF YOU MAKE NUMBER THREE AS A GATING ITEM, RIGHT, THEN IT KIND OF FLOWS FROM YOU. AS TO SHANNON'S POINT AS WELL, THE INTERMEDIATE AGREEMENTS ARE PRODUCT PROBABLY GOING TO BE STANDARDIZED WITH THE S-L-L-A-S-L-L-I-A, RIGHT? SO IF YOU CAN FRONT LOAD THESE THINGS, I THINK IT'LL BE MUCH MORE STREAMLINED IN THE STUDY PROCESS, AND YOU PROBABLY MAY SAVE THESE X DAYS HERE AFTER STEP TWO AS WELL. SO JUST TRYING TO THINK THROUGH THAT PROCESS RATHER THAN GOING FROM ONE TO TWO. UH, [01:55:01] IT'S, IT'S PROBABLY EASIER TO PUT THREE AND FOUR AT SOME LEVEL. OKAY. YEAH, BROTH, I APPRECIATE THE COMMENT. UM, THINKING ON THIS, SO, SO THERE WERE, UM, SOME PROJECTS IN, UM, I'LL SAY IN THE PICKER ONE 15 PROCESS THAT THE, UM, THE, UH, ILE, UM, IT, THEY GOT, I THINK THEY WEREN'T SURE ABOUT THEIR POI AND, UH, I'LL JUST SAY I, I THINK THAT THAT PROCESS, UH, ENDED UP BEING EXTENDED BECAUSE THEY WENT TO THE WRONG INTERCONNECTING TSP OR DSP AND UM, AND, AND SO THERE WERE SOME ISSUES WITH THAT. UM, AND SO THAT, I THINK THAT THAT WAS THE THINKING ON COME, COME DO ERCOT FIRST. I WE'RE, WE'RE NOT ENVISIONING X DAYS TO TO BE SUPER LONG. UH, I THINK IT'S GONNA BE RELATIVELY SHORT, UH, TURNAROUND, BUT, UM, YEAH, YEAH, I THINK WE'RE, WE'RE TRYING TO GET AWAY FROM THAT, UM, THAT THAT ISSUE WHERE, YOU KNOW, THEY, THEY GO TO A, A UTILITY THAT THEY THINK IS THE RIGHT UTILITY, BUT ENDS UP NOT BEING, AND EACH OF THE UTILITIES KIND OF HAS THEIR OWN PROCESS FOR HOW THEY'RE, UM, YOU KNOW, DOING THESE THINGS. UH, THE IDEA IS TO HAVE MORE OF A ERCOT DIRECTED STANDARDIZED PROCESS. UNDERSTOOD. BUT IN ANY CASE, MAYBE WE SHOULD THINK ABOUT HAVING, YOU KNOW, SIGNING THE INTERMEDIATE AGREEMENT AS ONE OF THESE GETTING ITEMS THAT WOULD SAVE ERCOT A LOT OF TIME ALSO, IS WHAT I'M THINKING. BUT YEAH, WE CAN GO THROUGH THAT WHEN WE GET TO THE ACTUALLY PROCESS. EXCELLENT. THANKS BROTH, AARON? UM, THANKS FOR THIS. JEFF. I WANNA PREFACE WITH WHAT I'M SAYING IS, I UNDERSTAND THIS IS A STRAW MAN, SO I'M NOT TRYING TO GET INTO THE WEEDS OF IT. UM, I, I THINK WHEN I LOOK AT THIS, I SEE SOME OVERSIMPLIFICATIONS THAT HAVE ME A LITTLE CONCERNED ABOUT THAT FRONT END, JUST WITH THE AMOUNT OF BACK AND FORTH THAT HAPPENS IN SELECTING A POI WANTING TO HAVE SOME STUDIES DONE OR FEASIBILITY WISE, RIGHT, TO UNDERSTAND WHAT THAT SCOPE OF WORK WOULD LOOK LIKE BEFORE THEY REALLY SETTLE IN AND MOVE FORWARD. UM, AND SO FLAGGING HERE, WHEN I LOOK AT THIS, IT, IT KIND OF SEEMS LIKE THAT COULD POTENTIALLY BE HAPPENING BEHIND THE SCENES. HOWEVER, WHEN I ALSO KIND OF READ SOME OF THESE DESCRIPTIONS AND UNDERSTANDING THAT YOU'RE GONNA CHECK FOR COMPLETENESS AND THEN YOU WILL SUBMIT A POI STUDY TO US, I COULD EITHER THEN SEE SOME OF THIS CYCLICAL OF GOING BACK AND, AND POTENTIALLY HAVING TO REDO IT OR MAYBE CLARIFICATIONS AROUND, UM, THE FINANCIAL PIECE AND CUSTOMERS NOT REALLY WANTING TO SIGN AN AGREEMENT UNTIL THEY FEEL FIRM IN WHAT I VIEW AS STEP FOUR FOR SUBMITTING A TRUE POI AND KIND OF HAVING THAT FIRMNESS THERE. UM, A A EP DOES SUPPORT, YOU KNOW, ERCOT KIND OF DRIVING THINGS WITH THIS. WE, WE SEE A LOT OF INTERACTIONS WHERE POTENTIALLY, UM, THERE IS THAT KICKOFF MEETING, LIKE THE INR PROCESS, UM, WHICH I KIND OF READ IN BETWEEN THE LINES HERE WHEN I'M LOOKING AT THIS AS WELL. UM, JUST, JUST WANTED TO FLAG, I THINK THERE'S QUITE A BIT MORE, UM, POTENTIAL UPFRONT, AGAIN, UNDERSTOOD WITH STRAW MAN. UM, BUT WHEN I'M WORKING THROUGH THE PROCESS, I JUST SEE THAT AS A BIG ITEM. WE MAY NEED TO WORK THROUGH A BIT MORE. YEAH. OKAY. YEAH, THAT'S A GOOD COMMENT, AARON, I HEAR YOU. UM, YEAH, DEF DEFINITELY OPEN TO THAT. YEAH, THERE'S DEFINITELY, I, I KNOW THERE'S STILL ANOTHER 12 PEOPLE IN THE QUEUE, SO WE'RE NOT GONNA SOLVE THIS TODAY, BUT LIKE AARON SAID, THIS IS A STRAW MAN. MAYBE ONE THING THAT THE COMMUNITY COULD BE THINKING ABOUT OR WHAT ALL THE CHECK BOXES YOU NEED TO GET TO THE END OF THIS, AND THEN FIGURE OUT WHERE THOSE CHECK BOXES FIT INTO THE PROCESS FLOW THAT WOULD OPTIMIZE THIS FOR EVERYBODY. SO, YOU KNOW, WE'VE HEARD CHALK CLOCK IS IMPORTANT. TIME CERTAINTY IS IMPORTANT. SO IF WE GET THOSE ARTIFACTS MAPPED IN, THAT WOULD BE GREAT. SO, ALRIGHT, SO WE'LL WORK THE QUEUE. UH, BILL BLEVINS. YEAH, JEFF, UM, FIRST I WANNA SAY THANKS FOR BRINGING IT. I, I THINK THIS IS THE APPROACH THAT WE NEED, SO IF YOU WANT SUPPORT FOR THIS, I BELIEVE THAT WE WOULD SUPPORT IT. UM, WE DID TALK ABOUT A SIMILAR PROCESS WHEN WE HAD THAT TASK FORCE BEFORE IT WAS A LARGE LOAD WORKING GROUP, UM, AND IT MIMICS THE PROCESS THAT WE USE FOR THE GENERATION INTERCONNECTION, WHICH HAS OVER 2000 PROJECTS IN IT. SO I THINK IT MAKES SENSE. WHEN WE WERE TALKING EARLIER, WE TALKED ABOUT THE MODEL BUILDING. IF YOU'RE GONNA KEEP TRACK OF THIS, YOU NEED A PROCESS SIMILAR TO THIS SO THAT ERCOT CAN KEEP TRACK OF IT. UM, SO IT [02:00:01] MAKES TOTAL SENSE. THE ONE THING THAT WE HAD TALKED ABOUT WHEN WE WERE TALKING THROUGH THESE PROCESSES EARLIER WAS MAYBE A DUAL WHERE THE TSP AND ERCOT GETS NOTIFIED THE SAME TIME IT GETS SUBMITTED IN BY THE ILE AND THEN ERCOT WOULD PROCESS KIND OF THAT INITIAL PIECE AND THE TSP WOULD CHECK OFF THAT, YOU KNOW, THEY HAD THE RIGHT POI OR WHATEVER. AND SO IT WAS KIND OF A DUAL PROCESS. AND ONCE THOSE TWO STEPS GOT COMPLETED, THEN YOU MOVE FORWARD. VERY GOOD. OKAY. ALRIGHT. NEXT IS, SORRY I MISSED THE FIRST NAME. SEE RAG ANTE. LET'S SEE, GOING BACK UP IN THE QUEUE TO SEE WHOSE NAME I'M BUTCHERED. CAMERON. IS IT CAMERON? WHO IS THIS? I'M SORRY. REE C REE NAN, UH, UH, CHARLES CHARLES RE . I'LL JUST STAY WITH CHARLES. ARE YOU ON THE PHONE? WE CANNOT HEAR YOU YET. I'LL GIVE YOU ONE MORE SECOND, THEN WE CAN GO TO ANOTHER CALLER AND COME BACK TO YOU. ALL RIGHT. SOMETIMES WE'RE FINE. PEOPLE HAVE TO DISCONNECT AND JOIN BACK TO THE WEBEX. IT'S BEEN A LITTLE WEIRD LATELY, BUT WE, WE WILL NOT LOSE YOU AND I'LL COME BACK TO YOU. CHARLES. UH, LILIA, GO AHEAD. THANK YOU, JEFF FOR GOING OVER THIS LILY SANCHEZ WITH THE TALL ENERGIES. WILL THIS PROCESS BE APPLICABLE TO ANY SIZE OF LOAD OR WOULD IT BE USED FOR LARGE LOADS ABOVE 75 MEGAWATTS? UM, SO THE, THE, UH, PROCESS WILL BE LARGE LOADS, HOWEVER, LARGE LOADS ARE DEFINED AT THE TIME OF THE PROCESS. SO THAT, THAT'S MY KIND OF DISCLAIMER WITH WHAT'S GOING ON AT NERC IS, YOU KNOW, WE, WE MAY CHANGE THE DEFINITION OF LARGE SLED. ALRIGHT, VERY GOOD. LILIA, UH, ANDREW, AND THEN I'LL GO BACK TO CHARLES HERE. ANDREW SHOPPER, GO AHEAD ANDREW, IF YOU'RE TALKING, WE CAN'T HEAR YOU YET. HEY MATT, CAN YOU HEAR ME? AH, THERE YOU ARE. YES, GO AHEAD ANDREW. THERE WE GO. SORRY ABOUT THAT. NO PROBLEM. UM, HEY, REAL QUICKLY, UM, THANK YOU ERCOT FOR PUTTING THIS TOGETHER. I APPRECIATE IT AND I, I THINK EVERYBODY HERE DOES AS WELL. UM, UH, JUST A COUPLE COMMENTS JUST ON THE TIMELINE HERE. SO IF THERE'S, UM, THE, IF THERE, IF THERE IS, DOES END UP BEING A STANDARDIZED, UM, INTERMEDIATE AGREEMENT? I, I KIND OF WOULD ECHO WHAT BROTH SAID AROUND, UH, POSSIBLY HAVING THAT AT THE BEGINNING OF THE PROCESS BEFORE THE SUBMITTAL OCCURS. AND, AND I, I KIND OF ACKNOWLEDGE THERE'S AN ISSUE WITH THE TSP EITHER BEING AWARE THAT THE LOAD IS THERE, UH, YOU KNOW, ACKNOWLEDGING AND SENDING THAT TO ERCOT. SO I KIND OF LIKE THE IDEA THAT THAT BILL, UH, FLOATED, WHICH WAS SORT OF A CONCURRENT NOTIFICATION TO BOTH ERCOT AND THE TSP. UH, IF, IF A LOAD IS SUBMITTED, UH, MAYBE, YOU KNOW, THE, THE CUSTOMER CAN SELECT WHO THE TSP IS AND UNDERSTANDING THAT THERE ARE, THERE ARE MANY SITUATIONS, AND I THINK THIS WAS HIGHLIGHTED BY SOMEBODY PREVIOUSLY, THAT THE CUSTOMER MAY NOT KNOW WHICH TSP THEY HAVE TO SUBMIT THE LOAD INTO. UH, THEY'LL HAVE TO FIRST SELECT THE DSP AND THEN DOWNSTREAM OF THAT, THE TSPS THAT ARE GONNA BE INVOLVED WILL, WILL, YOU KNOW, CAN BE ILLUMINATED, BUT ULTIMATELY THAT'S A CUSTOMER CHOICE. AND SO WHETHER THEY'RE IN A NON-OP IN, UH, SERVICE TERRITORY OR THEY'RE IN A-T-D-S-P SE SERVICE TERRITORY, THE, THE CUSTOMER ACTUALLY GETS TO, SO MAY MAKE THAT SELECTION. SO, UM, I THINK THAT ERCOT WITH NUMBER TWO MIGHT FIND ITSELF IN A POSITION WHERE IT'S SORT OF DICTATING A POI THAT IS, IS ACTUALLY DOWNSTREAM OF A CUSTOMER DECISION OR SELECTION. SO, UH, I JUST WANNA POINT THAT OUT. WE, WE ALSO RAN INTO MANY SITUATIONS LIKE THIS WHERE THERE WERE THREE DIFFERENT UTILITIES INVOLVED, UM, DIFFERENT DSP AND TSP COMBINATIONS. UM, AND THEN I, I, YEAH, I, AGAIN, I THINK MAYBE NUMBER THREE NEEDS TO BE BROUGHT CLOSER TO THE BEGINNING OF THE PROCESS IF POSSIBLE AND COMBINED WITH NUMBER ONE, WHERE THAT ALL HAPPENS AT THE SAME TIME. THE ONE THING I WAS GONNA POINT OUT, AND, AND I THINK MAYBE IT WAS A FLAW OF THE PAST PROCESS AND, AND THROUGH NO FAULT OF ANYBODY'S, UH, IS THAT ERCOT BECAME RATHER OVERWHELMED WITH, WITH LOADS THAT, UH, FOR, FOR LACK OF A BETTER WAY TO PUT IT, WERE UNQUALIFIED IN THAT THEY HADN'T SUBMITTED ANY SECURITY. AND SO THAT TOOK A LOT OF ERCOT RESOURCES AND I, I FEAR THAT WHAT MIGHT HAPPEN HERE IS [02:05:01] MANY PEOPLE WILL MAKE IT TO STEP TWO AND SORT OF OVERWHELM THE SYSTEM BEFORE THEY'VE GOTTEN TO THE POINT OF SUBMITTING ANY SECURITY FOR THE LOAD. SO THERE DOES NEED TO BE THIS SORT OF CONCURRENT NOTIFICATION TO THE TSPS SO THAT THERE'S A SHOCK CLOCK ON THIS PROCESS AND THAT THIS ALL MOVES, YOU KNOW, EFFICIENTLY. SO THAT, THAT'S ALL I HAD. AND NO, NO QUESTIONS THERE. JUST, JUST SOME THOUGHTS. GREAT. THANKS ANDREW. ALRIGHT. CHARLES, WERE YOU ABLE TO GET YOUR AUDIO RECONNECTED? ALL RIGHT, WE DON'T HEAR YOU. UH OH. THERE YOU'RE, HELLO? CAN YOU HEAR ME NOW? YES, WE CAN HEAR YOU NOW. GO AHEAD. OKAY, GREAT. I HAVE THANK, THANK YOU FOR WAITING. THIS WAS A INTERESTING TECHNICAL DIFFICULTY FOR ME. UM, I, I ACTUALLY HAVE A QUESTION. IT, IT'S A LITTLE BIT MORE RELATED TO SLIDE 31, SO HAPPY TO, HAPPY TO COME BACK TO ME ON SLIDE 31 IF, IF THAT'S BETTER FOR, FOR Y'ALL. YEAH, IF YOU CAN, WE STILL HAVE A QUEUE FOR THIS SLIDE, SO YEAH, IF YOU CAN PUT THAT ONE IN YOUR POCKET, WE'LL COME BACK TO YOU. ALRIGHT, I'LL COME PUT IT IN MY POCKET. WE'LL COME BACK. THANKS. YEAH, CHARLES AND KEAN ARE IN MY POCKET. ALRIGHT. UH, NEXT IS, UH, RYAN HUGHES. RYAN, YOU THERE? ALL RIGHT, HOW ABOUT SUSANNA CORRALES? HI, CAN YOU HEAR ME? YES. HI. OKAY, I, I HAVE A VERY EASY QUESTION. UH, IN STEP NUMBER SEVEN, I SEE IT SAYS, PROVIDE FINANCIAL SECURITY, AND I WOULD LIKE TO CONFIRM THAT, UH, WE NEED TO PROVIDE FINANCIAL SECURITY AND ALSO THE NON-REFUNDABLE INTERCONNECTION FEE. SORRY, I DIDN'T CATCH THAT. THE LAST PIECE. AND WHEN YOU SIGN INTERCONNECTION AGREEMENT, YOU NEED TO PROVIDE THE, UH, FINANCIAL SECURITY AND ALSO THE NON-REFUNDABLE INTERCONNECTION FEE. YEAH, I, I THINK, UM, I, I THINK THAT'S RIGHT. I, I WOULD SAY, UM, AND, AND I, UH, SHOULD HAVE BEEN MORE CAREFUL IN, IN THE WAY I WORDED THIS, BUT, UH, THIS IS REALLY THE, UH, THE REQUIREMENTS THAT ARE IN 58 41, UH, ESSENTIALLY WHAT, WHATEVER THAT RULE ENDS UP BEING, UH, WE, WE ARE GOING TO TAKE THAT IN. I, I DON'T MIRROR IT. I, I THINK REFER TO THAT, UH, WHEN WE WRITE THIS RULE. SO THE ERCOT PLANNING GUIDE WILL SAY FINANCIAL SECURITY AND KAYAK, UM, UH, AS, UH, UM, I DUNNO HOW WE'LL SAY IT EXACTLY, BUT YOU, THE LAWYERS WILL HELP ME, BUT IT, IT'S, YOU KNOW, A A PER PUC SUBSTANTIVE RULE, UH, BLAH, BLAH, BLAH, WHAT, WHATEVER IT IS. YES. I WOULD LIKE TO ADD, THANK YOU FOR PUTTING THIS TOGETHER, UH, BECAUSE THIS IS A PROCESS THAT WE NEED TO EXPLAIN TO A LOT OF PEOPLE. AND THIS STEP IS PARTICULARLY IMPORTANT SINCE IT'S VERY DIFFERENT FOR THE STAKEHOLDERS, IF IS A SECURITY THAT WE NEED TO PROVIDE, OR IS THIS ALSO SOME KIND OF PAYMENT? AND ESPECIALLY THE PAYMENT THAT IS BEING DISCUSSED, THAT IS AROUND 50 K PER MEGAWATT. SO IT'S A, IT'S A HUGE DIFFERENCE. WELL, THANK YOU. SURE. UH, THANK YOU, UH, RYAN HUGHES, TRY YOUR AUDIO AGAIN. ALL RIGHT, LET'S SKIP OVER TO JULIE THOMPSON. AND JULIE, I CAN READ YOURS IF THAT HELPS. CAN THERE BE A REQUIREMENT FOR TSP TO PROVIDE THE INTERMEDIATE AGREEMENT? ALSO, IT WOULD MAKE SENSE FOR LOADS TO BE ON THE CLOCK FOR GETTING THROUGH THE STEP. COULD MAKE SENSE. COULD MAKE SENSE FOR THERE TO BE A TIMELINE TO GET STEP THREE COMPLETED ON BOTH TSP AND LOADS. I THINK ERCOT IS OPENED ALL THESE THINGS, YOU KNOW, AND AS YOU THINK ABOUT THINGS COMING IN AND THEN SEEING BOTH THAT THIS MODEL COULD BE, AS SOON AS IT HITS ERCOT, IT AUTOMATICALLY GOES TO THE TSP OR AUTOMATICALLY TO THE DSP. SO THERE IS WAYS TO USE, IF YOU LOOK AT THIS THROUGH A PORTAL HOLE OF HOW DOES COMMUNICATION GET IN AND THEN INSTANTLY BACK OUT, WHICH MAY HAVE A DIFFERENT CLOCK FROM CLOSING THE LOOP ARE INTERMEDIATE STEPS ALONG THE WAY. ALRIGHT. UM, UH, EVAN NEIL, YOU'RE NEXT. HEY, JEFF, THIS MIGHT BE A SILLY QUESTION, BUT I'M LOOKING AT NUMBER FOUR AND I SEE IT ONLY SAYS, UH, STEADY STATE MODEL INFO THAT ROLLS INTO BATCH. SO, IS ERCOT KIND OF ENVISIONING WE'RE ONLY GONNA DO STEADY STATE AS PART OF BATCH? IT WILL BE STILL BE STABILITY? YEAH, SORRY. IT, YEAH, AND I DIDN'T, UM, I'M GONNA TAKE, UH, AARON'S DISCLAIMER EARLIER AND ADOPT THAT. IT'S, THIS IS SIMPLIFIED, UH, BUT THE VISION [02:10:01] IS THAT WHEN YOU SUBMIT YOUR INTERCONNECTION REQUEST IN STEP ONE, THAT YOU ARE SUBMITTING YOUR DYNAMIC MODEL AS PART OF THAT. OKAY, GREAT. MAYBE JUST TO BE CRYSTAL CLEAR, WHEN WE SAY ERCO PERFORMS BATCH STUDY, WE'RE DOING STEADY STATE ANALYSIS AND STABILITY INSTABILITY. YES. PERFECT. THANK YOU SO MUCH. ALL RIGHT. UM, RYAN HUGHES, ONE LAST SHOT. OKAY, WE'RE GONNA MOVE ON. UM, SO JULIE, EVAN, UH, VJ VJ CAN, CAN'T HEAR YOU YET. YEAH. SORRY. FOR THOSE OF YOU, UM, WEBEX, I, AT LEAST MY, WHAT HAPPENED AT TAC LAST WEEK? 'CAUSE SOME PEOPLE HAD TO DROP OFF AND COME BACK IN. IT SEEMED TO STRAIGHTEN UP, BUT, UH, IF ANYONE ELSE HAS TIPS AND TRICKS, LET US KNOW. SO, LAST CALL FOR VJ FOR VJ. CAN YOU HEAR ME NOW? YES, WE CAN. OKAY, PERFECT. THANKS. UH, QUESTION TO JEFF FOR EXIST, UH, LOADS WITH EXISTING, UH, INTERMEDIATE AGREEMENTS THAT HAVE ALREADY EXECUTED THE AGREEMENT AND POSTED SECURITY. HOW WOULD THIS PROCESS WORK FOR THOSE LOADS? SHOULD WE START OVER AGAIN AT, UH, STEP ONE? UM, VIJAY, IF YOU COULD HOLD THAT. I, I THINK I'M GONNA ADDRESS THAT IN ANOTHER COUPLE OF SLIDES. I OKAY, THANKS. APOLOGIZE FOR PUTTING YOU OFF NOW. NO WORRIES. MAYBE ONE QUICK FOLLOW UP QUESTION, UH, MAYBE YOU'LL ANSWER IT AGAIN LATER. UM, IS THERE GOING TO BE A STANDARD FORM FOR THIS AS WELL, FOR THE INTERMEDIATE AGREEMENT? OH, UM, I, I, I, I THINK THAT, UM, SO I'M NOT AWARE IF, IF THERE IS ONE, UM, I THINK ERCOT IS OPEN TO THAT. UM, BUT I, I DON'T KNOW IF I, I DON'T, I, I APOLOGIZE. I'M JUST NOT AWARE IF WE'VE DISCUSSED THAT ALREADY OR NOT. OKAY, THANKS. YEP. UH, THANKS VIJAY. UH, SHANNON, UM, I WANNA AGREE WITH A COMMENT AARON MADE EARLIER, UM, THAT TSPS AT A MINIMUM, AND THAT I DO THINK THIS SHOULD BE AT A MINIMUM OR CC'D IN THE ARROW FROM ONE TO TWO BECAUSE, YOU KNOW, WHILE SOMETIMES YOU KNOW, THE POI YOU WANT TO CONNECT AT OTHER TIMES, THE P WHERE YOU WANT TO INTERCONNECT, THERE IS NO POI, RIGHT? THERE WILL NEED TO BE LIKE A LINE LOOPED OVER AND BACK TO GET TO YOU. AND SO YOU NEED TO BE ABLE TO DESCRIBE WHERE THAT IS. SO IT'S REALLY SOMEWHERE IN AN EXISTING LINE OR THAT DIALOGUE WITH THE TSP COULD MAKE THAT MORE PRECISE. UM, SO AT A MINIMUM, MAKING THEM CC'D OR OP, YOU KNOW, SOMETHING WHERE YOU CAN COORDINATE, I THINK IS NEEDED OR HELPFUL. UM, AND THEN NEXT THING IS A QUESTION I'VE GOT IS WHERE, WHERE ARE YOU IMAGINING THE INITIAL STUDY WITH? UH, YOU KNOW, WE, EARLIER ONE OF THE SLIDES ON THE FOUR SUMMARIZED SLIDES FROM YOUR DISCUSSION WITH TSPS, THERE WAS THE CONCEPT OF YOU'RE PAYING THE STUDY FEE AND THERE IS SOME INITIAL STUDY BEING DONE TO LOOK AT LOCAL UPGRADES, TO LOOK AT A NUMBER OF DIFFERENT THINGS THAT WE DON'T NEED TO WAIT SIX MONTHS, NINE MONTHS, OR A YEAR TO DO. WHERE ARE YOU ENVISIONING THAT BLOCK SITS? BECAUSE I THINK IT'S MISSING HERE. IT SEEMS LIKE IT WOULD FOLLOW AFTER YOU'VE PAID A STUDY FEE, YOU'RE AT LEAST ABLE TO GET THOSE THINGS DONE. UM, AND THINGS THAT I THINK WHATEVER COMES OUT OF THAT, UM, THERE'S VERY REAL THINGS, AND I'M SENSITIVE TO WHAT ANDREW TALKED ABOUT EARLIER OF YOU DON'T WANT ERCOT OVERWHELMED AND THE TSPS OVERWHELMED, BUT TO THE DEGREE THAT, UH, WE'RE GONNA WIND UP WITH SOMETHING THAT'S POTENTIALLY AN ANNUAL PROCESS, UM, INSTEAD OF MORE LIKE THE SIX MONTH ONE WE WERE TALKING ABOUT SIX MONTHS AGO, THEN WE NEED SOMETHING WHERE IF SECURITY IS POSTED, WHETHER IT'S THE 50 K INITIALLY OR SOMETHING LESS, THERE'S LOCAL UPGRADES THAT'LL BE TIER THREE, TIER FOUR, KINDA LIKE WAS ENVISIONED OVER ON PAGE 16. THOSE NEED TO BE ABLE TO BE SECURITIZED BY THE ILLE AND MOVING FORWARD WITHOUT HAVING TO WAIT TO THE BATCH OR LATERAL RIGHT OF WAY. YOU KNOW, YOU GOTTA COME OUT THREE MILES FROM, UH, THE POI OVER TO YOUR SITE. WE'D LIKE TO BE ABLE TO BE PAYING THAT AMOUNT OF SECURITY TO THE TSP TO BE GETTING THAT RIGHT OF WAY SECURED SO THAT WE'RE NOT WAITING TILL A YEAR LATER ON THE BACK END TO GO DO THAT. YEAH. BECAUSE NO MATTER WHAT THE NETWORK UPGRADES ARE, WE ALREADY KNOW WE'RE GONNA NEED THAT. AND LONG LEAD TIME EQUIPMENT TO THE EXAMPLE THAT YOU'RE CONNECTING AT 1 38 [02:15:01] RIGHT NEAR A 3 45, 1 38 STATION, AND YOU ALREADY KNOW THAT, UM, ANOTHER AUTO OR AN UPGRADE'S NEEDED, YOU DON'T KNOW ALL THE UPSTREAM THINGS, BUT YOU KNOW, THAT'S NEEDED. THE ABILITY TO POST SECURITY AND BE MOVING THAT FORWARD I THINK IS A REALLY GOOD IDEA. I DO THINK THOUGH, YOU SHOULDN'T ARTIFICIALLY SET THE 50,000 A MEGAWATT, UM, THE SECOND YOU SIGN A, UM, INTERMEDIATE AGREEMENT, YOU SHOULD, YOU SHOULD GIVE THE ILLE THE ABILITY TO DO THAT IF THEY WANT TO. BUT IF YOU MAKE IT OCCUR THERE, THEN YOU'RE GOING TO, YOU NEED TO CONSIDER THE INCENTIVE. WHAT'S GONNA HAPPEN IS EVERYBODY'S GONNA WAIT TILL THE LAST SECOND AND YOU'RE GONNA GET, WHENEVER YOU SET THE DEADLINE TO BE, IF THERE'S NOT SOMETHING GOOD GETTING DONE WITH THE MONEY CARRYING COST OF 50,000 MEGAWATT IS NOT I MATERIAL. SO IT, UH, NO ONE IS, IF YOU MAKE IT BE WHEN THEY SIGN THE IL OF THE INTERMEDIATE AGREEMENT AND NOTHING OCCURS WITH THE MONEY, YOU'RE GONNA FIND EVERYBODY POST AT THE END. YEAH. WHEREAS IF IT CAN BE A RAMP UP TO THAT TO GET SOME OF THESE LONG LEAD TIME THINGS DONE, I THINK YOU'LL ACTUALLY SEE MORE OF IT COMING IN EARLIER AND THE PROCESS MOVING MORE EFFICIENTLY. HOPE, HOPEFULLY THAT MAKES SENSE. YEAH. YEAH. APPRECIATE THE COMMENT, SHANNON. UM, THIS IS JEFF'S INITIAL REACTION, UH, IS, LEMME BACK UP. SO I THINK AT THE, IF YOU WANT TO DO THE THINGS THAT YOU WERE TALKING ABOUT WHERE YOU'RE UPFRONT POSTING SECURITY FOR CERTAIN LONG LEAD TIME EQUIPMENT OR WHAT, WHAT HAVE YOU, THAT THAT IS NOT GOING TO, IN AND OF ITSELF CONSTITUTE A COMMITMENT BY EITHER THE, YOU KNOW, THE, THE, THE LOAD OR THE INTERCONNECTING TSP FROM A BATCH PERSPECTIVE. YOU'RE, YOU'RE, YOU'RE NOT, THAT, THAT'S NOT GOING TO GUARANTEE THAT YOU'RE GOING TO GET YOUR MEGAWATTS IN BADGE. I AGREE. 'CAUSE YOU DON'T KNOW WHAT ALL UPSTREAM THINGS HAVE GOTTA BE DONE UNTIL YOU GET THERE. RIGHT. BUT TO THE DEGREE THAT YOUR STUDY WITH THE TSP SHOWING MAYBE VERY LITTLE IS NEEDED, BUT YOU KNOW FOR SURE YOU NEED THE THREE MILES OF RIGHT OF WAY OR YOU, YOU NEED TO ORDER THIS BREAKER. YOU WANNA GET JUMPSTART ON IT. YES. IF WE WANNA PAY FOR IT, LET'S MOVE FORWARD. YEAH. SO WITH, WITH THAT IN MIND, MY INITIAL THOUGHT IS THAT THAT HAPPENS SORT OF OUTSIDE OF THE BATCH PROCESS BECAUSE IT DOES NOT HAVE A CONSEQUENCE ON THE BATCH PROCESS. I THINK THAT COULD WORK TOO. AS LONG AS WE DON'T PROHIBIT THAT SOMEHOW, THEN I AGREE. OKAY. ALRIGHT. UH, SO WE HAVE MONICA AND BRIAN, AND THEN I'M GONNA HOLD THE QUEUE AT THAT POINT TO GET THROUGH SOME MORE MATERIALS. THIS IS JUST THE FIRST BATCH SLIDE WE GOT MORE. SO, UM, GO AHEAD, MONICA. THANKS MATT. UH, JEFF, A QUICK REQUEST JUST, UH, FOR FUTURE IF FUTURE DISCUSSION, IF YOU ENVISION ANY STEPS TO BE DIFFERENT FOR CO-LOCATED LOADS, IF YOU COULD JUST POINT IT OUT AND WHERE, AND HOW, WHEN, WHERE THE RESOURCE ENTITIES GET INVOLVED IN IT, RIGHT? ARE THEY ALWAYS WORKING ALONG WITH ILLD OR NOT? LIKE JUST A LAYOUT FOR CO-LOCATED LOADS? YEAH. OKAY. YEAH, MY, UM, INITIAL THOUGHT IS THAT CO-LOCATED IS GONNA FOLLOW THE SAME PROCESS HERE. UM, BUT I'M HAPPY TO TAKE FEEDBACK ON THAT. OKAY. THANK YOU. VERY GOOD. UH, BRIAN, UH, MONICA ACTUALLY ASKED MY QUESTION. OH, THAT'S FUNNY. ALL RIGHT. Y'ALL ARE SITTING RIGHT NEXT TO EACH OTHER. THAT WORKS GREAT. OKAY. SO JEFF, YOU GET TO GO THE NEXT SLIDE. ALL RIGHT, THANK YOU. OKAY. SO, UM, WE, UM, THE, THE SIMILAR TO LLI, IT'S SIMILAR TO BZ, SIMILAR TO GENERATION INTERCONNECTION. UM, WE NEED A, UH, SOCIAL SECURITY NUMBER FOR EVERY LARGE LOAD THAT IS GOING THROUGH, UH, BATCH PROCESS. AND SO WE'VE COME UP WITH A, UH, SORT OF A NEW NUMBER, WHICH WOULD BE, UM, XX, WHICH WOULD BE YOUR BATCH NUMBER, UM, LLB, WHICH WILL BE STANDARD. IT TELLS US THAT THIS IS A LARGE LOAD BATCH TRACKING NUMBER AND THEN A SEQUENTIAL, UM, BEING, UM, PESSIMISTIC FOR CHRISTIE. UH, FOUR, FOUR DIGITS OF, UM, OF NUMBERS THERE. UM, OKAY, SO, UM, THIS IS SOMETHING THAT CAME UP IN, IN BATCH ZERO IS OKAY IF I HAVE A, UM, A REQUEST FOR, YOU KNOW, A CERTAIN, A CERTAIN RAMP, UM, [02:20:01] REQUEST AND THROUGH THE BATCH STUDY THAT DOES NOT GET FULFILLED BECAUSE THERE'S, UH, MAY, MAYBE THERE'S A LOT OF OTHER LOADS THAT ARE, ARE BEING STUDIED AT THAT TIME. UM, AND, UM, AND, AND MAYBE THERE'S A LOT OF TRANSMISSION UPGRADES THAT THAT NEED TO BE DONE. UM, BUT I, I KNOW THAT MY NEIGHBORS, UH, THEY, THEY WERE IN THE STUDY, BUT THEY END UP DROPPING OUT. UH, AND SO I WANT TO RE-REQUEST THOSE MEGAWATTS THAT I HAD, UM, UH, YOU KNOW, WEREN'T ALLOCATED THE FIRST TIME. SO EXAMPLE HERE IS, UH, I'VE GOT A LOAD THAT HAS A RAMP REQUEST OF 500 MEGAWATTS, A THOUSAND MEGAWATTS, A THOUSAND MEGAWATTS FOR 20 30, 31 AND 32. BUT THROUGH THE STUDY, UH, WE ONLY ALLOCATE 200 MEGAWATTS IN THE FIRST YEAR, 300 MEGAWATTS IN THE SECOND YEAR IN THE FULL 1000 MEGAWATTS IN THE, UH, THE THIRD YEAR. SO AS A CUSTOMER, I WANT TO, I WANT TO GO IN THE NEXT BATCH. I WANNA KNOW IF, UM, IF I CAN GET THAT ADDITIONAL 300 MEGAWATTS I WANTED IN 2030 AND THE ADDITIONAL 700 MEGAWATTS IN 2031. SO I'M COMMITTING TO WHAT YOU GAVE ME ERCOT, BUT I WANT TO, I WANT YOU TO STUDY ME AGAIN IN THE NEXT BATCH TO SEE IF YOU CAN GET ME MORE MEGAWATTS THAN WHAT YOU GOT ME IN THE FIRST BATCH. UH, AND, AND SO THERE WERE SEVERAL OPTIONS THAT WE THOUGHT THROUGH ON THIS. ONE IS, UH, OR A, I SHOULD SAY, IS JUST DURING THE CTP, DURING, DURING THE, UH, CTP OR THE REFINEMENT STUDY IN, IN THE CASE OF BATCH ZERO. UM, THEN JUST RE-LOOK AT MY MEGAWATTS AGAIN. UH, AND THE CHALLENGE WHEN WE TALK TO THE TEAM ABOUT THIS IS THAT THEN THAT ADDS SOME, A ADDITIONAL COMPLEXITY. UH, SO AGAIN, WE ALREADY HEARD THIS MORNING THAT 12 MONTHS FOR CTP, THAT THAT BATCH AND CTP, THAT THAT'S REALLY LONG. UH, BUT THE, THE TEAM IS REALLY STRUGGLING TO GET IT DOWN TO 12 MONTHS RIGHT NOW. AND, AND SO ADDING ADDITIONAL COMPLEXITY IN THAT, UH, IS JUST NOT FEASIBLE AT THIS TIME. UM, THE NEXT OPTION WAS WHAT IF WE JUST HAVE AN AUTOMATIC REQUEST? SO, AND NEXT TIME YOU STUDY ME IN BATCH N PLUS ONE, UH, JUST AUTOMATICALLY, I, I WANT THOSE SAME MEGAWATTS AGAIN. UM, AND AGAIN, THIS ADDS SOME ADDITIONAL STUDY TIME AND, AND COMPLEXITY TO THE, THE BATCH PROCESS. UM, AND, AND IF THE ILE DOESN'T, UH, ACTUALLY WANT THEM, THEN WE'RE SPENDING THAT EXTRA TIME, UH, STUDYING SOMETHING THAT MAY, MAYBE THEY DON'T ACTUALLY NEED THAT ANYMORE. UM, AND SO WHERE WE LANDED ON THIS IS THAT THE ILE, UH, MAY REQUEST THAT UD IN A SUBSEQUENT BATCH. UM, AND, AND IN THIS CASE, THEY WOULD KEEP THEIR LLB TRACKING NUMBER. AND, UM, AND, AND ALL OF THE INFORMATION, YOU KNOW, WE, WE STILL HAVE ALL THE INFORMATION THAT THEY ARE STILL PAYING THE STUDY FEE AGAIN, UH, FOR, FOR BEING INCLUDED IN, IN THAT STUDY BECAUSE IT'S, IT'S ADDING SOME STUDY COMPLEXITY, BUT THEY ARE MAKING A REQUEST. AND SO THEY NEED TO TELL US THAT THEY WANT US TO STUDY THAT IN, IN THE NEXT BATCH STUDY. UM, SO THAT FIRST, FIRST PART OF THAT CHART, YOU KNOW, THEY DON'T HAVE TO GO THROUGH THAT FIRST PART AGAIN BECAUSE WE ALREADY HAVE ALL THAT INFORMATION. UM, BUT WE JUST NEED THEM TO AFFIRMATIVELY TELL US THAT, THAT THAT'S WHAT THEY WANT TO DO. UM, I'LL PAUSE ON THIS ONE BEFORE, GO INTO THE NEXT ONE, SEE IF THERE'S ANY QUESTIONS OR COMMENTS ON THIS ONE. I THINK YOU'RE CLEAR. GO FAST. OH, I HAVEN'T GOT IT. ALL RIGHT. EVAN, GO AHEAD. I'M PLAYING. SORRY. UM, FEEL FREE TO PASS ON THIS QUESTION IF YOU WANT, BUT, UM, ISN'T THERE KIND OF AN OBLIGATION FOR ERCOT TO REALLOCATE THE CAPACITY IN CTP JUST GIVEN WHAT'S GOING ON AT THE COMMISSION RIGHT NOW WITH MINIMUM BILLING DEMAND? I MEAN, IF THE LOAD'S GONNA BE ON THE HOOK FOR THE COST OF THAT UPGRADE, BUT THAT UPGRADE THAT THEY'RE PAYING FOR HAS MORE CAPACITY ON IT THAT THEIR NEIGHBOR'S NOT GONNA PAY FOR. I MEAN, SHOULDN'T THEY GET THAT CAPACITY? UM, I, I DUNNO THAT ERCOT SEES THAT THAT WAY, BUT I, I APPRECIATE THE THOUGHT. I, ALL RIGHT. UH, KELMAN, SO WHEN THEY, OH, THIS IS FIRED M SORRY. UM, WHEN THEY REQUEST THE RE STUDY, THAT'S JUST TO GET ADDITIONAL MEGAWATTS CORRECT. THAT THEIR ORIGINAL ALLOCATION WAS NOT, WOULD NOT GO DOWN. CORRECT. THANK YOU, SHANNON, ON YOUR OPTION A THAT WAS CONSIDERED AND REJECTED. I CAN SEE WHY THE, THE REJECTION FOR A WHOLE BUNCH OF SCENARIOS, BUT I CAN THINK OF SOMETHING THAT'S, UH, I'M GONNA TOSS OUT FOR AN EXAMPLE THAT THERE'S NO NEW WORK REQUIRED TO THE DEGREE THAT, UH, LOAD THAT DROPS OUT, OR [02:25:01] LET'S SAY HERE YOUR LOAD THAT WAS ALLOCATED 200, 300 AND A THOUSAND, JUST FOR SAKE OF SIMPLICITY, LET'S ASSUME THERE WAS ANOTHER LOAD THAT WAS IDENTICAL REQUEST RIGHT BESIDE IT AND IT DID DROP OUT. SO THE SHIFT FACTOR DIFFERENCE BETWEEN THESE ON CONSTRAINTS WILL BE ZERO. THERE. THEY'RE LITERALLY A ONE-TO-ONE CORRELATION REALLOCATING THAT DURING THE CTP IS NO NEW WORK, BECAU, BECAUSE THEY'RE LITERALLY ONE-TO-ONE CORRELATIONS. AND SO, WHILE WE CAN'T DO EVERYTHING AND WE CAN'T, UH, DO EVERY SCENARIO, I THINK WE SHOULDN'T SIMPLIFY TO THE POINT THAT WE THROW OUT THINGS LIKE THAT, THAT IF WE JUST, IT'S JUST COMMON SENSE, YOU ABSOLUTELY COULD DO THAT. AND WE DON'T NEED TO WAIT A WHOLE NOTHER YEAR LATER. AND TO THE DEGREE THAT THE TSP HAS DEVELOPED THE SET OF UPGRADES AND THAT WOULD GO MAKE THAT OCCUR, IF WE DON'T REALLOCATE ANY OF IT IN A, ESPECIALLY WHEN IT'S A ONE-TO-ONE CORRELATION, THEN THE WHOLE JUSTIFICATION AND THE ABILITY FOR THE TSP TO GO DO IT PROBABLY GETS DELAYED AND ALL OF A SUDDEN IT'S A YEAR LATER BEFORE YOU GET THERE. SO I DON'T EXPECT TO SOLVE IT HERE, BUT PLEASE, PLEASE DO THINK ABOUT THAT AND BE TRYING TO THINK ABOUT HOW WE COULD DO THE THINGS THAT ARE NEARLY COMMON SENSE, UH, TO REALLOCATE DURING THE CTP WITHOUT LETTING IT GET COMPLEX AND OUTTA CONTROL FOR A WHOLE LOT OF REASONS THAT ARE VALID. YEP. OKAY. UNDERSTOOD. ALRIGHT, UH, BIANCA, HI. JUST TWO QUICK QUESTIONS. UM, YOU MENTIONED THAT ON THE, THE PREVIOUS SLIDE, WE SKIPPED THE FIRST PHASE OF HAVING TO REGISTER, BUT ALL THE WAY THE REST OF IT, ESPECIALLY ON THE FEES, WOULD STILL APPLY TO ANY REQUEST FOLLOW THE SAME PROCEDURE, RIGHT? YEAH, THE STUDY FEE, YES. SO YES, WE'D STILL NEED TO PAY THE ERCOT STUDY FEE TO BE INCLUDED IN THE NEXT BATCH. OKAY. AND IF I WENT THROUGH BED ZERO JUST AS A LOAD, AND THEN I WANT TO GO BACK TO BATCH ONE AS A SELF-LIMITING OR ACL R, I COULD ALSO CHANGE WHERE I AM IN THIS PROCEDURE. UH, LET, LET'S GET, I, UM, LET'S GET TO THAT IN A MINUTE. I THINK I'VE GOT A A OKAY, BULLET OR TWO ON THAT. ALL RIGHT, CHARLES, CHARLES, YOU CAN TRY AGAIN. ALRIGHT. AND ACTUALLY, I KNOW SOME OF THE MISSED QUESTIONS SO FAR. THE NEXT TWO SLIDES WILL HIT, SO WHY DON'T YOU KEEP GOING, JEFF? WE'LL COME BACK TO CHARLES. YEP. OKAY. O OKAY. SO TH THIS IS, UH, SLIGHTLY, UM, DIFFERENT FROM WHAT THE SCENARIO I I WAS JUST DESCRIBING, WHERE, UM, THE LOAD HERE, THE LOAD MAKES A COMMITMENT. THEY, THEY GET EVERYTHING THAT THEY WANTED, BUT THEY'RE, THEY'RE GONNA GO AHEAD AND COMMIT AND THEY WANNA STILL CONTINUE TO STUDY. UH, WHAT WAS UNFULFILLED. THE NEXT ONE IS, UM, I, I HAVE, I WENT THROUGH BATCH PROCESS, UH, BUT I, WITHIN 60 DAYS, I DID NOT SIGN MY INTERCONNECTION AGREEMENT, BUT I WANT TO REENTER INTO THE NEXT BATCH STUDY. SO I WAS IN BATCH NI, FOR WHATEVER REASON, YOU KNOW, I DIDN'T HAVE TIME, I COULDN'T GET, YOU KNOW, COULDN'T GET MY FINANCING LINED UP, OR I JUST DECIDED I, YOU KNOW, I WANTED TO WAIT. UH, AND SO, BUT I WANT TO COME BACK INTO BATCH N PLUS ONE. UH, SO FOR THAT ONE, IF YOU WANT TO DO THAT AND KEEP YOUR LLB NUMBER, UM, THEN YOU STILL HAVE TO FORMALLY TELL US THAT YOU WANT TO BE INCLUDED IN BATCH N PLUS ONE BY A CERTAIN DESIGNATED DEADLINE. UM, YOU STILL NEED TO PAY THE STUDY FEE FOR BATCH N PLUS ONE, UM, BUT YOU, YOU CAN CARRY OVER YOUR FINANCIAL SECURITY AND YOUR INTERMEDIATE AGREEMENT. SO AGAIN, SOME, SOME OF THOSE, THERE'S PROBABLY A STREAMLINED PROCESS, UH, OF THAT FLOW CHART THAT I, I SHOWED A COUPLE OF SLIDES AGO. UM, FOR THIS ONE THOUGH, TO, TO KEEP THAT STREAMLINED PROCESS, UH, YOU CAN'T MAKE ANY MATERIAL CHANGES TO THAT LARGE LOAD AND INCLUDING PCLR OR WL UPON, UH, ELECTION. AND THE REASON FOR THAT IS BECAUSE, AGAIN, WE'RE, WE'RE GONNA STREAMLINE THE PROCESS, UH, AND, AND CUT OUT SOME OF THE THINGS THAT YOU, UM, THAT YOU, YOU KNOW, MAY HAVE HAD TO DO, UH, IN ORDER TO GET YOU INTO BATCH N PLUS ONE IF YOU CHANGE CERTAIN THINGS INCLUDING, UH, P-C-L-R-W PUN. AND THAT CHANGES SOME OF THE, THE MODELING ON THE ERCOT SIDE. UH, AND, AND SO THAT MAKES IT SO [02:30:01] THAT IT'S, UH, CHALLENGING TO GIVE YOU THAT KINDA STREAMLINED PROCESS. UM, EXCEPTIONS WOULD BE, UM, YOU KNOW, IT'S, IT'S EASY TO DECREASE YOUR PROJECTS TIME SIZE TO EXTEND YOUR ENERGIZATION DATE OUT OR, UH, EXTEND YOUR RAM SCHEDULE OUT. UH, SO THOSE, THOSE WOULD BE, YOU KNOW, EXCEPTIONS THAT, THAT WE WOULD ALLOW FOR THIS, UH, KIND OF STREAMLINED PROCESS. UH, YOU'D KEEP YOUR LLB TRACKING NUMBER, SO E EVEN IF YOU, SO YOU WERE IN BATCH, YOU, YOU HAD A ZERO ONE BECAUSE YOU WERE IN BATCH ONE. UM, BUT YOU COULD STILL KEEP THAT AS KIND OF THE, THE, EVEN IF YOU'RE GOING INTO BATCH TWO, YOU'D STILL KEEP THAT AS A, AS YOUR SOCIAL SECURITY NUMBER, SO TO SPEAK. UM, AND, AND THEN ALL OF YOUR PORTAL INFORMATION THAT THAT WOULD JUST, UH, CARRY OVER INTO, UM, BATCH N PLUS ONE. UM, SO THAT ONE, AND THEN LET ME, LET ME DO THE, UH, NEXT ONE REAL QUICK, UM, UH, BECAUSE WE'VE HAD A NUMBER OF QUESTIONS ON THIS ONE. SO, OKAY, SO WHAT ABOUT LOADS THAT WERE EXCLUDED FROM BATCH ZERO? UM, SO THESE ARE LOADS THAT YOU RECEIVED A BATCH ZERO TRACKING NUMBER, YOU HAD A BZ NUMBER, BUT, UM, FOR WHATEVER REASON, YOU WERE EXCLUDED FROM BATCH ZERO. UM, AND SO FOR THESE, UH, FOR BATCH ONE, THERE'S, THERE'S NO SPECIAL TREATMENT FROM THE STUDY ITSELF PERSPECTIVE. UM, BUT, UH, WE WILL TREAT THESE, UH, SLIGHTLY DIFFERENTLY THAN IF YOU RENEW OFF THE STREET. AND, UM, YOU STILL NEED TO REQUEST, YOU NEED TO MAKE A FORMAL REQUEST TO BE IN, UH, BATCH ONE BY, UH, SAME, SAME DEADLINE AS ANY NEW REQUEST. UM, HOWEVER, UM, WE WILL, AGAIN, WE WILL HAVE A STUDY FEE. UH, ERCOT WILL WAIVE THAT STUDY FEE IF YOU HAVE ALREADY SPENT, UH, AT LEAST A HUNDRED THOUSAND IN STUDY FEES WITH THE, UH, TSP OR DSPA HUNDRED THOUSAND COMES FROM THE 58 41 RULE. UM, AND, AND SO WE'RE JUST A APPLYING THAT FOR, FOR THOSE PREVIOUS STUDIES, UM, YOU, YOU NEED TO MEET ALL OTHER, UH, STUDY REQUIREMENTS INCLUDING SIGNING YOUR, YOUR INTERMEDIATE AGREEMENT. UM, AND THAT, UH, PRESUMABLY, UH, I DIDN'T PUT THIS ON HERE, BUT PRESUMABLY YOU ALREADY HAVE A POI, UH, AND, AND SO THE TSP DOESN'T NEED TO DO THAT, THAT POI STUDY, UM, UH, THAT'S AN ASSUMPTION, GIMME FEEDBACK IF MAYBE THAT'S THAT, UH, NO LONGER APPLIES. UM, AND, UM, AND THEN THE OTHER THING IS THAT THE IOE, UM, CAN'T MAKE ANY MATERIAL CHANGES TO THE LOAD. UH, BUT BECAUSE IN THE PICKER ONE 15 PROCESS, THERE WAS NOT A-P-C-L-R OR WL PUN CONCEPT. UM, AND SO YOU, IF YOU WERE NOT INCLUDED IN, IN BATCH ZERO, YOU MAY NOT HAVE HAD THAT OPTION TO ELECT THAT. WE WILL ALLOW YOU TO REQUEST, UH, PCLR OR, UM, WL PUN TREATMENT. UM, YOU CAN ALSO, YOU KNOW, IF YOU WANNA DECREASE YOUR PROJECT SIZE, UM, EXTEND YOUR INTER INITIAL ENERGIZATION DATE AND OR EXTEND YOUR RAMP SCHEDULE, UH, ALL, ALL OF THOSE CHANGES WOULD BE ALLOWED AND STILL ALLOW YOU TO KEEP YOUR, YOUR, UM, YOU KNOW, THAT, THAT TREATMENT FOR, UH, YOU KNOW, HAVING A BET PREVIOUS BATCH ZERO NUMBER. OKAY, SO LET ME PAUSE THERE. HOPEFULLY THAT ANSWERS SOME OF THE QUESTIONS THAT CAME UP EARLIER. YEAH. SO I'LL JUST CALL OUT RYAN. UM, EARLIER YOU'D, IN THE, SORRY, WHAT DO WE CALL THIS? THE CHAT YOU'D ASKED ABOUT WHETHER OR NOT A BATCH, ANY PRIORITIZATION GOING INTO THE NEXT BATCH, WHETHER IT'S WITH A, UM, WITH A BATCH NUMBER OR WITHOUT A BATCH NUMBER LIKE RPG, THERE IS NO PREFERENTIAL TREATMENT IN THIS BATCH SITE. EACH BATCH WILL STAND ALONE AND BE A STARTING FROM SCRATCH WITH THE LOADS THAT ARE IN IT. SO THERE'S, UM, NO SPECIAL TREATMENT, I THINK, OR PRIORITIZATION WITHIN THIS. UM, SO CORRECT. THAT'S, THAT'S A FACT. AND IF WE HAVE QUESTIONS, WE CAN COME BACK TO THAT. SO NOW I'LL START TO WORK THE QUEUE. UH, CHARLES, HELLO? CAN YOU HEAR ME? YES, WE CAN. OKAY, FANTASTIC. UM, THIS MAY HAVE BEEN ANSWERED, UM, BUT, UM, I GUESS ONE OF THE BIGGEST QUESTIONS I HAD ABOUT, UH, THE PREVIOUS SLIDE WAS LIKE IF, UM, A LARGE LOAD REQUESTS, I'M JUST GIVING IT THIS HYPOTHETICAL, IF A LARGE LOAD REQUESTS 800 MEGAWATTS TO BE IN BATCH, ONE ERCOT APPROVES 500 MEGAWATTS, BUT NOT 800 MEGAWATTS. UM, AND THE 300 MEGAWATTS IS KICKED TO A HYPOTHETICAL BATCH TWO, DOES THAT MEAN THAT BECAUSE WE WANT 300 MEGAWATTS TO BE INCLUDED IN BATCH TWO, THAT THE 500 MEGAWATTS IS ALSO THEN KICKED OUT OF BATCH ONE AND GOES INTO BATCH TWO FOR A UD? IS THAT KIND OF WHAT THE, UM, PREVIOUS SLIDE HAD ALLUDED TO? SO, SO THE CONCEPT IS THAT IF YOU SIGN AN INTERCONNECTION AGREEMENT FOR THAT 500 MEGAWATTS, THEN THAT 500 MEGAWATTS IS LOCKED IN AS BASE LOAD THERE. AND, AND SO THEN IT IS ONLY THE ADDITIONAL 300 THAT NEEDS TO BE STUDIED AS QUOTE UNQUOTE STUDIED LOAD. OKAY, [02:35:03] GOT IT. SO 500 MEGAWATTS WOULDN'T THEN BE KICKED INTO A STUDY LOAD, IT WOULD STAY REMAINING IN BASE LOAD. CORRECT. OKAY. THANKS. ALL RIGHT. UH, SHANNON, YOUR COMMENT THERE AT THE TOP OF 33, UM, LOADS EXCLUDED FROM BATCH ZERO, HAD THE SAME DEADLINE. THEY'LL NOT RECEIVE ANY, YOU KNOW, AIR QUOTE SPECIAL TREATMENT AND BATCH ONE. I GET IT. MAKES SENSE, BUT IT DOES MAKE ME ASK A, UM, A RELATED BUT DIFFERENT QUESTION LOADS THAT WERE IN BATCH ZERO, THEY DID PAY THEIR 50,000 SECURITY, THEY DIDN'T GET FULLY ALLOCATED AS WE WERE TALKING ABOUT IN 31, AND ESPECIALLY IN THE TRAGEDY WHERE THEIR NEIGHBOR DROPPED OUT AND THEY DIDN'T GET REALLOCATED. YOU KNOW, WHETHER YOU CAN PROGRAMMATICALLY DO THIS OR NOT, THERE SHOULD BE SOME PREFERENCE, UH, PLACED ON TRYING TO GET THEM FILLED FIRST BEFORE THE NEW ENTRANT BESIDE THEM BECAUSE THEY, THEY'VE PUT UP VERY REAL, THE 50,000 MEGAWATTS CARRYING COST ON THIS, THIS IS INSANE. IT, THIS IS PRETTY EXPENSIVE MONEY. AND TO NOT PROVIDE ANY, AT LEAST BEST EFFORTS TO, IF THEY WEREN'T FULLY FILLED BEFORE GETTING THEM FILLED FIRST, I WOULD ENCOURAGE YOU TO TRY TO THINK ABOUT IS THERE A WAY TO DO THAT? BECAUSE THESE ARE PEOPLE THAT DID GET ALL THE WAY THROUGH THE, THE OLD, UH, PIER ONE 15 PROCESS. THEY DID POST SECURITY AND JUST BECAUSE OF, UM, LIMITATIONS OF HOW QUICK YOU CAN DEFINE OR GET UPGRADES BUILT, THEY WERE DELAYED, UH, IN GETTING IT ALL FILLED. YEAH. SO I THINK THE CHALLENGE WITH IT, SHANNON, IS THAT, THAT THAT REQUIRES US TO MULTIPLE ITERATIONS OF THAT ALLOCATION AND THAT WITH THE TOOLS THAT WE HAVE TODAY, THAT THAT'S A MULTI-WEEK PROCESS TO DO EACH, EACH ITERATION OF AN ALLOCATION. AND SO IF WE TRY TO PRIORITIZE THAT, THAT JUST ADDS WEEKS TO THE STUDY PROCESS THAT, THAT'S THE CHALLENGE OF THAT. IF IT WERE A HEURISTIC BEST EFFORTS, THAT'S BETTER THAN NO EFFORTS. UH, YOU SEE WHAT I'M SAYING? WITHOUT HAVING TO HAVE GUARANTEES. ALL RIGHT. THANKS SHANNON. UH, BOB WHITMEYER. YEAH, JEFF, I'M STILL A LITTLE CONFUSED BETWEEN THE, THE BOTTOM LINE HERE WHERE THEY MAY, SOMEBODY THAT WAS EXCLUDED FROM BATCH ZERO CAN COME BACK WITH A-P-C-L-R OR A WL PUN, BUT ON THE PREVIOUS SLIDE, IF THEY DIDN'T SIGN THE AGREEMENT, WE WON'T LET THEM DO A-P-C-L-R OR WL PUN. BUT IT'S VERY LIKELY THE REASON THAT THEY DIDN'T SIGN THE AGREEMENT WAS THEY COULDN'T GET ENOUGH MEGAWATTS TO MAKE IT WORK. THEY NEED THE PCLR OR WL PUN AT WHICH POINT THEY COULD MAKE IT WORK. SO COULD YOU HELP ME HERE WITH, YEAH, SO I WOULD SAY THAT, THAT, SO HERE'S THE THINKING BEHIND THAT FROM KO'S PERSPECTIVE IS THAT IF YOU THINKING TO THIS PROCESS, RIGHT? I IF YOU WANT TO GO, SO, SO THIS IS, I, YOU KNOW, WE HAVEN'T PUT NUMBERS DOWN, BUT, YOU KNOW, X AND Y DAYS IS, IS LIKELY GONNA END UP BEING SOME NUMBER OF MONTHS RIGHT? BEFORE YOU ACTUALLY GET INTO YOUR BATCH PROCESS IF YOU WERE IN THE PREVIOUS BATCH. IF YOU'RE NOT CHANGING ANYTHING, THEN YOU, YOU ONLY REALLY HAVE 60 DAYS POTENTIALLY BETWEEN WHEN, WHEN THE LAST BATCH STOPS AND WHEN THE NEXT BATCH STARTS IT. UM, IT, SO IF, IF I WANT TO STREAMLINE AND GET THINGS IN THAT WERE FROM THE PREVIOUS BATCH, GET THEM INTO THE NEXT BATCH, I, I HAVE TO KEEP THAT AS A PRETTY STREAMLINED PROCESS. AND IF I HAVE TO CHANGE MODELING PRETTY, UH, SIGNIFICANTLY, I, I RISK BEING ABLE TO, TO DO THAT STREAMLINED PROCESS. UM, SO, SO LET ME STOP YOU FOR JUST A SECOND, 'CAUSE I THINK I'M TRACKING WHAT YOU'RE SAYING NOW. SO THE PROBLEM IS IF YOU WERE IN BATCH ZERO, YOU DIDN'T SAY YOU WERE A-P-C-L-R. YEAH. PC YOU DIDN'T SAY YOU WERE A-P-C-L-R. THERE'S ONLY 60 DAYS BETWEEN BATCH ZERO AND BATCH ONE, RIGHT. YOU WOULDN'T NECESSARILY HAVE A PROBLEM IF THEY COME IN AT BATCH TWO WITH A-P-C-L-R, BUT BATCH ONE, IT DOESN'T FIT THE TIMELINE THAT'S NEEDED. EXACTLY. OKAY, THANK YOU. YEP. ALRIGHT. UH, BARATH TYPED THIS QUESTION. IT'S BRIEF. I ASKED FOR MORE WORDS, WE'LL SEE IF IT THERE IS. SO THERE IS NO 20% NON-REFUNDABLE IF YOU DO NOT SIGN IA AND OPT IN FOR [02:40:01] NEXT BATCH. SO WE'LL SEE IF YOU PUTS MORE WORDS IN, BUT DO YOU TRACK WITH THAT, WITH THE, THERE'S NO NON REFUNDABILITY ISSUE. SO I, I, I THINK ON, ON THAT MAYBE, UM, HOPEFULLY THIS ANSWERS YOUR QUESTION BROTH, BUT, UM, WE WILL BE, UH, REFERRING TO THE COMMISSION RULES ON THAT. SO WHATEVER COMES OUT AT 58 41, I, I THINK IT IS UNLIKELY, LIKE WE DID FOR, FOR BIGGER 1 45 OR WHERE WE, UM, AND EVEN THEN, I DON'T THINK WE REFER TO REFUNDABILITY, BUT UM, I THINK SOME OF THE DETAILS THAT ARE IN BIGGER 1 45, I'LL SAY IT THIS WAY, WILL NOT BE IN THE PLANNING GUIDE GOING FORWARD FOR SUBSEQUENT BATCHES BECAUSE WE'RE JUST SIMPLY GOING TO REFER TO THE COMMISSION RULES ON THAT. AND SO 58 41 OUGHT TO DEFINE WHAT THE, THAT REFUNDABILITY IS. ALRIGHT. AND AGAIN, BROTH HAS MIC ISSUES, SO HE MAY, WE MAY COME BACK WITH A CLARIFYING IF HE HAS ONE. KEEP WORKING THE PIECE. UH, BBBB, IS IT BIAN? OKAY. BIANCA, YOU'RE NEXT. THANKS. YEAH, THANK YOU. UH, JUST GOING BACK A LITTLE BIT BECAUSE MY QUESTION ACTUALLY WASN'T A CASE THAT YOU DO COMMIT IN BATCH ZERO, BUT ONCE COME BACK IN BATCH ONE TO BE REEDED IF YOU DO NOT HAVE THE ALLOCATION THAT YOU WANTED TO HMM. BECAUSE I'M THINKING, UH, IN A SCENARIO THAT I DO LIKE PUT MY LOAD RAMP STARTING IN 28 AND I ONLY GET ALLOCATED IN 32, BUT I DO WANT TO GO BACK IN BATCH ONE TO TRY AND ANTICIPATE THIS. SO I'M UNDERSTANDING FROM WHAT YOU REPLIED TO, TO BOB THAT THERE MIGHT BE A TIMELINE ISSUE WHEN ENTERING THE PROCESS. UM, BUT WOULD I BE STILL ALLOWED TO, EVEN IF I AM ALLOCATED, IF I DO SIGN AN INTERCONNECTION AGREEMENT, MAYBE IN BATCH TWO TO GO BACK AND TRY TO CHANGE THE DATES? YES. GOING THROUGH W OPEN. YEP. YEAH, YEAH. I, I THINK THAT WE WOULD, SO, YES. UM, LEMME MAKE SURE I UNDERSTAND YOUR, YOUR, UM, SCENARIO. SO BATCH ZERO, I DIDN'T GET ALL OF MY MEGAWATTS. UM, MAYBE I DID, BUT NOT IN THE TIMELINE THAT I WANTED. NOT NOT IN THE TIMELINE. I WANTED TO TRY TO ANTICIPATE THIS EARLIER. YEAH. AND SO NOW I WANT TO GO BACK AND I WANNA BE W PON OR PCLR FOR THOSE EARLIER YEARS. UH, I THINK THAT, YEAH, I THINK THE TIMELINE MAKES IT HARD TO DO THAT IN BATCH ONE, BUT IF YOU WANNA COME BACK IN BATCH TWO, I THINK WE'RE OPEN TO FIGURING OUT HOW TO DO THAT. BUT, BUT YOU ARE LOOKING AT A SCENARIO THAT IS WAIT UNTIL I HAVE THE FINAL ALLOCATION COMMITMENT TO ACTUALLY DO IT. I COULD START THE PROCESS BEFORE I, LIKE WHEN YOU START THE REGISTRATION FOR BATCH ONE WITHOUT EVEN KNOWING IF I'M NOT ALLOCATED YOU. UM, YEAH, YOU, YOU, IT WOULDN'T STOP ME FROM ACTUALLY GOING FOR BATCH ONE DESPITE THE RESULT OF BATCH ZERO. YEAH, YEAH. THE, THE, YES. AND I THINK THE, SO THERE'S A CHALLENGE THERE IS THAT YOU, YOU REALLY, IT'S ONE LOAD. AND SO IF YOU COME IN AS A SEPARATE REQUEST IN BATCH ONE, IT, IT'S GONNA LOOK TO US LIKE YOU REALLY HAVE TWO, TWO LOADS THERE. MM-HMM . WHEN REALLY YOU JUST HAVE ONE. UM, THAT, THAT'S A GOOD COMMENT. WE, WE NEED TO THINK ABOUT THAT SCENARIO A LITTLE BIT MORE, UM, ON HOW TO ACCOMMODATE THAT. YEAH. BECAUSE EVEN IF YOU SEE TWO SEPARATE LOADS YEP. IF I DON'T DO ANYTHING BEFORE THE BATCH ONE ACTUALLY STARTS RIGHT? IT WOULDN'T SEEM TO BE AN ISSUE, IT WOULDN'T BE A . YEP. YEP. I SEE WHAT YOU'RE SAYING. UM, OKAY. YEAH, WE NEED TO THINK ABOUT THAT. OKAY. THANK YOU. GOOD COMMENT. ALL RIGHT, NEXT UP IS FARE, UH, FA WITH EPE, KNOWING THIS IS STILL HIGH LEVEL, BUT IS AIR CODE THINKING ABOUT ANY TUDY CONDITIONS? LET'S SAY IF A LOAD LIKE CHANGES THEIR LOAD PARAMETERS OR DYNAMIC PARAMETERS OR LIKE THEIR LOADS OR APP SCHEDULE, WOULD THEY REQUIRE TO BE RESTUDIED IN THE NEXT BATCH OR IN THE SAME BATCH? UH, HOW WOULD THAT LOOK LIKE? YEAH. YEAH. SO, UM, I, THE SHORT ANSWER IS YES, THAT THAT'S, UH, WE ARE THINKING ABOUT THAT AND WE'RE TARGETING, UH, THE NEXT WORKSHOP, I THINK IS SEPTEMBER 24TH TO, TO BRING SOMETHING, UH, FORWARD ON THAT. UH, BUT THAT, THAT'S, THAT'S A, UH, I THINK A KEY ISSUE THAT WE NEED TO, UH, TALK THROUGH. UM, 'CAUSE WE'RE, YEAH, WE'RE AL ALREADY GETTING THOSE REQUESTS RIGHT NOW FOR, FOR BATCH ZERO LOAD. SO YEAH, WE, WE UNDERSTAND WE NEED TO ADDRESS THAT. EXCELLENT. UH, BOB? YEP. YEAH, SO JUST FOLLOWING UP ON MY EARLIER POINT, JEFF. SO WHAT WE'RE REALLY TELLING EVERYBODY IS BEFORE YOU GO INTO A BATCH, DO A REALLY HARD LOOK AT WHETHER YOU CAN BE A-P-C-L-R OR A WL PUN. THE ANSWER YOU GET BACK FROM ERCOT WILL BE THE SAME, AND YOU CAN DECIDE LATER TO BAIL ON THE PCLR OR THE WL PUN. IF YOU CAN GET YOUR FULL ALLOCATION, I THINK THAT'S THE MESSAGE WE'RE SENDING TO THE MARKET. DON'T NEED YOU TO COMMENT, JUST GO BACK AND THINK ABOUT, IS THAT THE RIGHT THING THAT WE WANT TO BE SENDING TO THE MARKET? IT MAY IN FACT BE, I THINK MORE [02:45:01] GENERATION WE GET THE BETTER OFF, BUT THAT IS KIND OF THE MESSAGE WE'RE SENDING, SUBMIT EVERYTHING AS EITHER A PCL, LRA WL PUN AND SEE WHAT HAPPENS. SO YEAH, YOU DON'T HAVE TO COMMENT. WELL, I WANT TO CLARIFY WITH PICKER 1 45, YOU CAN'T CHANGE YOUR MIND AFTER BADGE. YOU, IF YOU'RE WL POND, YOU HAVE TO, AND WE'LL GET TO THIS IN A MINUTE. THIS IS ACTUALLY, UM, PART OF THE, THE, UH, THE BYOG ENHANCEMENTS WE WANNA TALK ABOUT. BUT RIGHT NOW WITH PICKER 1 45, IF YOU SAY, NOPE, NEVERMIND, I'M NOT A WL POND, THE WHOLE PROJECT, THE LOAD GETS CANCELED. UM, BUT YEAH, PEOPLE WANNA CHANGE THOSE RULES, SO WE'LL TALK ABOUT THAT. ALRIGHT, SO, UH, BROTH THINKS HE HAS HIS MICROPHONE FIXED. GO AHEAD BROTH. OKAY. UH, FOR SAM, BRANDON, I'M GONNA HOLD YOUR QUESTION, UH, UNTIL WE GET THROUGH THE PCLR UM, BYOG DISCUSSION ON THE NEXT TWO SLIDES. ALRIGHT. THUMBS UP. OKAY. UH, BROTH, WE DON'T HEAR YOU. SO WE'RE GONNA CONTINUE ON FOR NOW. SO, OKAY, SHANNON. YEAH, LAST QUESTION, THEN WE'RE GONNA HIT THE NEXT THEME, KIND OF, UM, PIGGYBACKING ON WHAT BOB WAS TALKING ABOUT AND SLIDE 32, UM, THE MIDDLE, THE MIDDLE, THE THIRD, UH, BULLET ON THE, I LEAST MUST NOT MAKE ANY MATERIAL CHANGES ON LARGE LOAD INCLUDING PCLR AND WWL PUN. I WOULD ENCOURAGE YOU, UH, I THINK LIKE BOB'S TRYING TO REMOVE THAT RESTRICTION BECAUSE, UM, TO, TO THE DEGREE YOU CAN COME BACK AND ACCEPT PCLR ON SOMETHING YOU COULDN'T HAVE EARLIER, BECAUSE NOW YOU REALIZE THERE'S VERY, YOU KNOW, YOU KNOW, A LOT MORE COMING OUT OF THE BATCH ZERO OR WHATEVER THE BATCH NUMBER IS WE'RE TALKING ABOUT THAN YOU DID GOING IN, BEING ABLE TO REALIZE, ALL RIGHT, I CAN THROW SOME MORE GENERATION BEHIND THE, YOU KNOW, BEHIND THE METER HERE AND LIVE WITH THIS FOR A LITTLE WHILE. THAT'S BENEFICIAL. THAT'S GETTING MORE CAPACITY IN QUICKER WITHOUT MAKING EVERYBODY WAIT FOR THAT. SO DON'T TRY TO GET RID OF THAT IF YOU CAN. AND THEN SOMETHING ELSE TO CONSIDER, IF YOU HOLD HARD NOS ON NOT LETTING 'EM DO THAT, WHY DON'T THEY JUST TURN AROUND AND FILE A NEW ONE THAT GOES IN THE SAME, UH, THE SAME NEW, THE NEXT BATCH AND THEN THEY CAN GO DO IT ANYWAY. SO I DON'T SEE HOW IT'S BENEFICIAL TO EXCLUDE THAT WHEN IT'S REDUCING DEMAND AND COMPLEXITY FOR ERCOT AND THE TSPS. YEAH, IT'S, UM, AGAIN, THE THINKING HERE WAS IT ADDS STUDY COMPLEXITY, BUT, UH, I UNDERSTAND THE POINT AND JANKA MADE A GOOD, UM, CASE FOR IT. SO WE, WE'LL GO BACK AND WE'LL THINK ABOUT THAT. HEY MATT, CAN YOU HEAR ME? YES. HEY, THERE YOU GO. GO AHEAD BOB. HEY, SORRY ABOUT THAT. UH, I THINK I SAW IN THE PREVIOUS SLIDE, JEFF, 30 OR 31 WHERE IT SAID YOU HAVE AN OPTION, I THINK IT'S SLIDE 30 MAYBE, WHERE IT SAID YOU HAVE AN OPTION TO GET INTO, UH, OH, MAYBE I FORGOT THE NUMBER. GET INTO BATCH ONE. UH, IF, YOU KNOW, IF YOU DON'T SIGN INTO CONNECTION AGREEMENT, RIGHT. UH, SO MY, MY POINT WAS IN, IN THE COMMENTS ESSENTIALLY FIGHT FOR IT, ONE SAYS IF YOU DROP OUT, YOU HAVE 20% NON REFUND, 20% WILL BE FORFEITED. BUT NOW IF YOU HAVE, IF YOU SIGN UP TO BE IN BATCH ONE WILL THE ENTIRE SECURITY THAT WAS POSTED FOR BATCH ZERO WILL GO TO BATCH ONE. THAT'S KIND OF WHAT THE CLARITY I'M SEEKING AT THIS POINT. YEAH, I, I I THINK THAT'S THE IDEA IS YOU, YOU YOU HAVE ALREADY PUT UP YOUR SECURITY, YOU DON'T HAVE TO PUT IT UP AGAIN. THE, THE TSP IS STILL HOLDING THAT SECURITY. OKAY. WE, WE CAN JUST CARRY THAT FORWARD SO THAT YOU, AGAIN, WE'RE TRYING TO STREAMLINE SO THAT YOU DON'T HAVE TO GO THROUGH THAT PROCESS OF SIGNING YOUR INTERMEDIATE AGREEMENT AND, AND ALL OF THAT AGAIN. OKAY. ALRIGHT. GOT IT. THANK YOU. ALL RIGHT. AND THEN RU RUSTY HAD ASKED A QUESTION ON, THIS IS BACK ON SLIDE 29, IS THERE A FORM OR WEBSITE TO MAKE THE INTERCONNECTION REQUEST AND A METHOD TO PAY THIS STUDY FEE? SO THERE, UH, IS NOT TODAY. UH, THERE WILL BE, SO MERKATO IS WORKING ON A, UM, A, A PORTAL FOR LARGE LOADS TO BE ABLE TO GO IN AND, AND DO THIS INCLUDING A, A, A, UH, PAYMENT, UM, MECHANISM. I CAN'T THINK WHAT [02:50:01] THE RIGHT TERM IS, BUT PAYMENT MECHANISM THROUGH THE PORTAL. VERY GOOD. ALRIGHT, SO THE QUEUE IS CLEAR IF YOU WANT TO RUN YOUR BYOG AND PCLR, AND THEN I KNOW SAM ALREADY HAD A QUESTION WHEN WE GET TO THE END OF THAT. YEAH. OKAY. SO, UM, AGAIN, WHILE WE WERE GOING THROUGH, UH, BATCH ZERO, UM, THERE WERE A LOT OF IDEAS ABOUT ENHANCING, UM, PARTICULARLY BYOG, BUT ALSO ALSO P UH, PCLR, THAT CONCEPT, UM, THAT, YOU KNOW, WE WEREN'T JUST, WEREN'T ABLE TO GET THOSE INTO, UM, BATCH ZERO. SO WE, WE CAME IN WITH THE, UM, THE WITHDRAWAL LIMITED PUN. UM, AND, AND SO WE'VE GOT THAT, BUT I THINK THERE'S, UH, WE'VE HEARD A LOT OF INTEREST FROM STAKEHOLDERS IN, UH, DOING ADDITIONAL ENHANCEMENTS, UH, TO, TO THAT. UM, AND I'LL SAY NOT, NOT ALL OF THESE ENHANCEMENT, THAT ENHANCEMENTS THAT I HAVE LISTED HERE ARE, UH, CREATED EQUAL. I THINK THERE'S, UH, 17 OR SO ON THIS LIST. UM, THERE'S ANOTHER COUPLE THAT I DID NOT INCLUDE ON THIS LIST THAT PEOPLE HAVE BROUGHT TO US THAT ARE SORT OF THEIR, UM, UH, YOU KNOW, CONFIDENTIAL BUSINESS PLANS THAT, YOU KNOW, WE DIDN'T FEEL COMFORTABLE PUTTING ON HERE, BUT, UM, BUT I THINK MOST OF THESE HAVE BEEN TALKED ABOUT, UH, UH, PUBLICLY, AT LEAST SOME POINT. UM, AND, UM, AND, AND SO SOME OF THESE ARE, ARE PROBABLY RELATIVELY, UM, MORE, MORE SIMPLE THAN OTHERS. OTHERS ARE, ARE PROBABLY COMPLICATED. UH, WE HAVE NOT GONE THROUGH THE PROCESS, UH, INTERNALLY OF DETERMINING, WE, WE, WE'VE HAD DISCUSSIONS INTERNALLY ON EACH OF THESE, UH, HIGH LEVEL DISCUSSIONS, BUT WE HAVEN'T GONE THROUGH THE PROCESS TO KNOW, YOU KNOW, OKAY, IS IS THIS A, YOU KNOW, SOMETHING THAT, YOU KNOW, WE CAN JUST WRITE SOME LANGUAGE AND MODIFY PROCESS OR IS THIS A BIG SYSTEM CHANGE? IT'S GONNA TAKE TWO YEARS TO IMPLEMENT. WE, WE HAVE NOT GONE THROUGH THAT PROCESS. UM, AND SO WE DON'T KNOW SOME OF THESE, YOU KNOW, WE JUST DON'T KNOW IF THEY'RE FEASIBLE OR NOT. UM, AND, UH, YOU KNOW, AND, AND NOT SURE THAT ERCOT WOULD EVEN, UH, SUPPORT SOME OF THESE. UM, BUT, UH, BUT NONETHELESS, UH, THE, THIS IS THE LIST. UM, WHAT I WANT TO DO IS WALK THROUGH, UH, JUST HIGH LEVEL WHAT EACH OF THESE ARE, AND THEN WE WILL BE SENDING A SURVEY OUT AFTER THIS. UH, MAL I'LL TALK ABOUT THIS IN, IN A COUPLE OF SLIDES, BUT WE'LL BE SENDING A SURVEY OUT AFTER THE WORKSHOP TO GET SOME ADDITIONAL FEEDBACK ON ONE. UM, ARE THERE OTHER ENHANCEMENTS THAT YOU WOULD LIKE TO SEE ERCOT WORKING ON? AND SECOND, WHAT IS YOUR PRIORITY FOR US TO WORK ON THESE? I CAN TELL YOU RIGHT NOW, WE, WE CANNOT GET, UH, ALL 17 OF THESE ARE NOT GOING TO BE DONE FOR BATCH ONE. UH, THE, WE JUST, THERE ARE ONLY SO MANY SIZE, ONLY SO MANY JENNIFER FERNANDEZ AT, AT ERCOT TO WORK ON THESE KINDS OF THINGS. AND, AND SO, UM, YOU KNOW, WE'RE, WE'RE GONNA HAVE TO PRIORITIZE AND WHICH OF THESE DO WE THINK ARE THE MOST IMPORTANT? UM, AND, AND RIGHT NOW, AGAIN, I, I DON'T KNOW WHETHER, YOU KNOW, DID TO TELL YOU WE'LL HAVE ONE OF THESE, OR SIX OF THESE FOR BATCH ONE? I THINK IT DID. YOU KNOW, IT JUST DEPENDS ON, ON HOW THINGS SHAKE OUT. UM, SO WITH ALL OF THAT, LET ME WALK THROUGH EACH OF THESE KIND OF HIGH LEVEL WHAT I THINK THAT THESE ARE ASKING FOR. UM, AND, UM, AND, AND THEN, YOU KNOW, WE'LL GO FROM THERE. SO, UM, SO THE FIRST ONE IS, UM, AND THIS SORT OF GETS TO, UM, I THINK BOB'S POINT EARLIER OR QUESTION EARLIER WE WERE JUST TALKING ABOUT A MINUTE AGO, IS, UM, YOU, YOU GO THROUGH, SO, SO RIGHT NOW WE HAVE THIS WL PUN CONCEPT, WHICH IS, UM, YOU, YOU CAN, UH, SAY I HAVE, I'M BRINGING MY OWN GENERATION WITH ME. UM, AS DEFINED IN PICKER ONE OF 45, YOU GET THE LARGE LOAD GETS SOME CREDIT FOR BRINGING THAT, THAT NEW GENERATION. UM, UH, BUT IF WE GO THROUGH THAT PROCESS, UH, RIGHT NOW, IT, EVEN IF YOU CAN GET YOUR FULL WITHDRAWAL CAPABILITY FOR THE LOAD, BECAUSE THE TRANSMISSION SYSTEM WHERE YOU'RE CONNECTING IS STRONG AND YOU, YOU FROM A TRANSMISSION PERSPECTIVE, YOU DON'T NEED THAT GENERATION. UH, TODAY THE WAY PICKER 1 45 IS WRITTEN IS IF THAT GENERATION CANCELS, THEN THE ENTIRE PROJECT GETS CANCELED. ERCOT CANCELS THE LARGE LOAD REQUEST. UM, THIS WOULD BE A SITUATION WHERE YOU WOULD ALLOW THE, UM, THE LARGE LOAD OR THE GENERATION PROJECT TO CANCEL WITHOUT LOSING THE LOAD ALLOCATION. SO THAT, THAT IS THIS REQUEST. UM, THE SECOND ONE IS, UH, AND THIS REALLY, WE, WE HAVE TO DO, UH, WE, WE NOTED THIS EARLY ON, UM, IS RIGHT NOW, UM, IF THERE IS, UH, IF, UH, YOU'RE A WL PUN AND YOU GET YOUR WITHDRAWAL LIMIT, AND THEN EVENTUALLY WE BUILD ENOUGH TRANSMISSION THAT YOU DON'T NEED TO BE A WL PUN ANYMORE. UH, SO WE'RE PLANNING THAT TRANSMISSION FOR THAT. UH, RIGHT NOW THERE IS NO WAY TO GET OUT OF THAT W ALL PUN STATUS. SO, SO RIGHT NOW, THE, THE, UM, [02:55:01] PLANNING GUIDE JUST CONTEMPLATES THAT YOU WILL BE, BE A WL PUN FOREVER. UM, AND SO WE NEED TO DEFINE A WAY TO, FOR YOU TO SAY, I NO LONGER WANT TO BE A WL PUN BECAUSE THERE'S ENOUGH TRANSMISSION, UH, THAT THAT HAS BEEN CONSTRUCTED. AND, AND SO I, YOU KNOW, JUST WANT THIS TO BE A REGULAR PUN GOING FORWARD. UM, THIRD IS, UM, I WANT TO ADD MORE GENERATION TO, UH, AN EXISTING OR A PLANNED WL PUN SITE. UM, SO THIS IS SIMILAR TO THE SITUATION THAT, UH, BIANCA WAS TALKING ABOUT, BUT IT'S, IT'S, I'M ALREADY WL PUN, UH, BUT I WANT TO, UM, UH, MAYBE I DIDN'T GET AS MANY MEGAWATTS AS I WANTED, AND SO I'M GONNA ADD A COUPLE MORE TURBINES AT MY SITE. UH, AND, AND SO I, YOU KNOW, WANT TO, UM, YOU KNOW, BASICALLY ADD TO TO THAT WL PUN SITE. HOW DO, HOW DO WE HANDLE THAT? HOW, UM, AND, UH, THE NEXT ONE IS, IS, AGAIN, KINDA SIMILAR IS, UM, I, I HAVE AN EXISTING, UH, STANDALONE LARGE LOAD. SO I WENT THROUGH THE BATCH PROCESS AND, UM, THIS IS ALMOST DIRECTLY BIANCA'S QUESTION, UH, IS I, I WENT THROUGH THE INTERCONNECTION PROCESS, WENT THROUGH BATCH, AND I, UM, DIDN'T GET MY MEGAWATTS UNTIL LATER YEARS. I WANNA COMMIT TO THAT, BUT I'VE LINED UP THIS, UM, THIS GENERATOR WHO'S GONNA COME BUILD AND, AND GENERATOR'S GONNA BE THERE TWO YEARS EARLIER THAN I WOULD'VE GOTTEN MY LOAD. UH, AND SO I HAVE THIS STANDALONE LOAD, BUT I WANT TO BE A WL PUN, UH, FOR THOSE, UM, THOSE YEARS BEFORE THAT TRANSMISSION IS, IS CONSTRUCTED SO I CAN CONSUME MORE LOAD EARLIER. SO THAT'S THE FOURTH ONE. OKAY. THE NEXT KIND OF SECTION THERE OF OTHER WL PUN ENHANCEMENTS. UM, SO RIGHT NOW FOR WL PONDS, THAT WITHDRAWAL LIMIT IS A STATIC NUMBER THAT GETS CALCULATED BASED ON WORST CASE CONDITIONS IN BATCH. SO IF WORST CASE CONDITIONS IS BA IN BATCH IS SUMMER PEAK, AND IN SUMMER PEAK, UM, YOUR, UH, WITHDRAWAL LIMIT IS SET TO A HUNDRED MEGAWATTS, THEN 24, 365, YOU, YOUR WITHDRAWAL LIMIT IS A HUNDRED MEGAWATTS. UH, THIS IDEA WOULD BE TO CALCULATE THAT LIMIT DYNAMICALLY IN REAL TIME. AND SO IN REAL TIME, WE WOULD TELL YOU HOW MUCH YOU, THE, THE SYSTEM CAN HANDLE YOUWITHDRAWING. UM, UH, SO, SO THAT, THAT'S THE, THAT THAT ENHANCEMENT. UM, THE, UH, NE NEXT ONE IS, UM, I IS, IF I HAVE A, UM, A, UH, GENERATOR, UH, AND I HAVE OVERSIZED MY GENERATION, UM, AND OR I PROMISE THAT I WILL NEVER CONSUME POWER FROM THE GRID, I'M ALWAYS GOING TO BE, UH, EITHER ZERO OR EXPORTING ONTO THE GRID, THEN, UM, I I, I GET TO SKIP THE BATCH STUDY PROCESS AND I CAN JUST GO THROUGH THE GENERATION INTERCONNECTION PROCESS. UM, YEP. SO THAT'S, THAT'S THAT ONE. I DON'T NEED TO SAY ANYTHING MORE ABOUT THAT ONE. SO, UM, AND THEN RIGHT NOW, WL POND, IT CAN ONLY USE CAPITAL GR GENERATION RESOURCES. UM, ANOTHER ASK THAT WE'VE HAD IS TO ALLOW W PUNS TO USE SETTLEMENT ONLY, UH, GENERATION, UH, NE NEXT BLOCK IS KIND OF, WE'VE TERMED ALTERNATIVE BYOG OPTIONS IS, UM, IS, UH, I, SO I, I START OFF AS AN ISLANDED CONFIGURATION. I, I HAVE ISLANDED GENERATION AND ISLANDED LOW THAT NEVER, NEVER TOUCHES THE ERCOT GRID. IT'S, YOU KNOW, IT'S MICROGRID OR WHATEVER YOU WANNA CALL IT. IT'S AN ISLAND CON CONFIGURATION. UM, AND I START OFF LIKE THAT, BUT I WANT TO MOVE THAT TO BE CONNECTED GENERATION AND LOAD CONNECTED TO THE ERCOT GRID. UH, WHAT IS THE PROCESS TO DO THAT? UM, THE, UH, NEXT ONE IN THAT BLOCK IS, UM, IS I, I WANT TO HAVE, I, I HAVE, I'M BRINGING MY OWN GENERATION, BUT I AM NOT LOCATED AT THE SAME PLACE AS A LARGE LOAD. MAYBE I'M A COUPLE BUSES AWAY, UH, BUT THAT GENERATION'S NOT COMING UNLESS MY LARGE LOAD SHOWS UP. AND SO I WANT TO GET CREDIT IN THE BATCH PROCESS. I WANNA GET CREDIT FOR BRINGING THAT GENERATION WITH ME. NE NEXT ALTERNATIVE IS TO ALLOW, UM, SELF A SELF-LIMITING FACILITY PRIVATE USE NETWORK. SO WE ALREADY HAVE BOTH OF THESE CONCEPTS TODAY, UH, SORT OF SEPARATELY IN THE PROTOCOLS IS SELF-LIMITING FACILITY IS, I, I HAVE MORE MEGAWATTS OF, UM, UH, GENERATION THAN, UH, WHAT I PLAN TO PUT ON THE SYSTEM. WE, WE SEE THIS TODAY A LOT WITH LIKE BATTERY AND SOLAR IS MAYBE, [03:00:01] I'VE GOT 200 MEGAWATTS OF SOLAR, 200 MEGAWATTS OF BATTERY, BUT I PROMISE I WILL NEVER PUT 200 MEGAWATTS ON THE GRID. UH, AND, AND SO THAT ALLOWS ME TO MAYBE SIZE MY TRANSFORMERS SO I DON'T HAVE TO HAVE, UM, YOU KNOW, 400 MEGAWATTS OF TRANSFORMERS. I ONLY HAVE 200 MEGAWATTS OF TRANSFORMERS. MY, UH, MY, UH, VOLTAGE, MY REACTIVE REQUIREMENTS, MY VOLTAGE SUPPORT REQUIREMENTS ARE BASED ON 200 MEGAWATTS, NOT BASED ON 400 MEGAWATTS. AND, AND SO WE HAVE THAT CONCEPT TODAY. IT, IT'S KINDA SIMILAR, APPLYING THAT CONCEPT TO PRIVATE USE NETWORKS, UM, IS TO, UH, ALLOW, UM, PRIVATE USE NETWORKS TO KIND OF O OVERSIZE MAYBE SOME THINGS, BUT KNOW THAT, UM, YOU KNOW, AGAIN, IF THEY'RE NOT GONNA PULL FROM THE GRID, THEN, UM, YOU KNOW, THEN THAT CAN, YOU KNOW, THEY DON'T HAVE TO PUT AS BIG A TRANSFORMERS IN. THEY DON'T HAVE TO, YOU KNOW, HAVE THE, UM, VOLTAGE SUPPORT REQUIREMENTS AS IF ALL THAT GENERATION WAS GONNA GO TO THE GRID. UM, I'M NOT GONNA GO INTO DEPTH ON THE NEXT ONE TOO MUCH, MUCH. THE NETTED NETWORK, UM, SLIDE DID A PRESENTATION AT THE LAST, UH, LARGE LOAD WORKING GROUP MEETING, UM, UH, I THINK ABOUT 10 DAYS AGO. UH, IT'S POSTED ON THE LLWG CALENDAR PAGE, UH, FOR AUGUST. UH, IF YOU WANT INTO MORE DETAILS ON THAT, THEN GO, GO LOOK AT THAT. UH, BUT THAT'S, YOU KNOW, ANOTHER POTENTIAL ENHANCEMENT HERE. UM, TH THIS IS ONE, I'LL BE HONEST, I'M NOT SURE ERCOT SUPPORTS THIS. I THINK THERE'S A LOT OF COMPLICATIONS WITH THIS, UH, FOR THE CONTROL ROOM THAT WE'RE GONNA HAVE TO, UH, I THINK SPEND A LOT OF TIME WORKING THROUGH. BUT IT WOULD BE, UM, HAVING MULTIPLE POINTS OF INTERCONNECTION, UH, AND OR, UH, HAVING CUSTOMER OWNED SUBSTATIONS. SO I, I HAVE A, A LOAD THAT HAS, YOU KNOW, IT'S, IT'S A LARGE LOAD AND I DON'T WANNA JUST HAVE ONE POINT OF INTERCONNECTION. UM, I'VE GOT LOAD AND GENERATION. I DON'T WANT TO JUST ONE POINT OF INTERCONNECTION. I WANT TO HAVE MULTIPLE POINTS OF INTERCONNECTION AND NETWORKED BEHIND IT. UH, THERE, THERE'S A LOT OF COMPLICATIONS WITH THAT ONE. UM, BUT, BUT PEOPLE HAVE ASKED FOR THAT. UM, ANOTHER IS ALLOWING A MIX OF DIFFERENT RESOURCE TYPES. UM, YOU KNOW, GEN GENERATION RESOURCES AND SETTLEMENT ONLY GENERATION. UM, I, I THINK THERE'S, UH, I THINK THAT DOESN'T WORK TODAY, BUT, YOU KNOW, IT'S ALLOWING THAT. UM, UH, AND THEN THE LAST ONE IN THIS SECTION IS, UH, DEFINING A PROCESS WHERE WE WOULD HAVE TEMPORARY GENERATION, UH, UNTIL THE TRANSMISSION IS BUILT. AND THEN KNOWING THAT WHEN THAT TRANSMISSION IS BUILT TO SERVE THE LOAD, THAT GENERATION IS GONNA MOVE WITHOUT HAVING TO GO THROUGH THE RMR PROCESS. AND SO WE, WE WOULD UPFRONT IN THE PROCESS, WE WOULD KNOW THAT THAT GENERATION IS ONLY GOING TO BE THERE FOR FOUR YEARS OR, YOU KNOW, HOWEVER LONG IT TAKES TO GET THE TRANSMISSION IN PLACE. AND THEN WE WOULD PLAN AS IF THAT GENERATION IS GOING AWAY, DON'T HAVE TO GO THROUGH AN RR PROCESS, IT'S JUST BUILT INTO THE PROCESS THAT THAT GENERATION GOES AWAY. UM, AND THEN LAST BLOCK IS KIND OF BATTERY RELATED OPTIONS. SO THIS WOULD BE, UM, D DEFINING, UH, BATTERY REGISTRATION FOR BATTERIES THAT ARE ONLY USED FOR MEETING OPERATIONAL REQUIREMENTS LIKE BOLT DRIVE THROUGH. UH, BUT THESE ARE BIG, BIG BATTERIES THAT OTHERWISE WE WOULD SAY, YOU KNOW, MAY MAYBE WOULD NEED TO BE, UM, YOU KNOW, REGISTERED WITH ERCOT. UM, AND THEN THE SECOND PART THERE IS KIND OF SIMILAR, BUT IT IS, UM, THE BATTERIES. WE, WE PUT THE BATTERY IN FOR VOLTAGE DRIVE THROUGH. BUT, UM, WE'RE WILLING TO SELL RESPONSIVE RESERVE SERVICE WITH THAT BATTERY. SO WE'LL MAINTAIN SOME STATE OF CHARGE AT A POINT THAT ALLOWS US TO, UM, YOU KNOW, SELL RESPONSIVE SERVICE AS AN EXAMPLE. UM, AND THEN THE LAST ONE IS DEVELOPING SOME RULES FOR USING A BATTERY AT A-P-C-L-R. UM, WHICH, YOU KNOW, OF COURSE YOU CAN'T, CAN'T DO THAT WITH THE RULES TODAY. UM, AND I THINK THAT CAME UP MULTIPLE TIMES WHEN WE WERE GOING THROUGH, UH, BATCH ZERO. UM, IT, I HAVE LISTED SEPARATE, UM, PCLR ENHANCEMENTS. UH, IF, IF YOU LOOK AT OUR POSTED LIST OF, HERE, HERE ARE THE PARKING LOT ITEMS THAT WE HAVE, UM, WE HAVE SEPARATELY BYOG ENHANCEMENTS AND PCLR ENHANCEMENTS, UM, KIND OF CONSIDERING JUST MERGING THOSE INTO ONE THING BECAUSE THERE'S A LOT OF CROSSOVER HERE. AND, AND THIS, I THINK RIGHT NOW, THIS IS REALLY THE ONLY PCLR ENHANCEMENT THAT PEOPLE HAVE TALKED TO US ABOUT. IF YOU HAVE OTHER IDEAS, LET ME KNOW. UM, I HATE TO THROW THIS OUT 'CAUSE I JUST HEARD THIS ONE LAST WEEK, AND, UH, MATT GAVE ME A HARD TIME ABOUT IT. BUT, UM, IT'S, UH, THAT THERE WAS ANOTHER IDEA THAT WE HEARD THAT IS, HEY, I HAVE SOLAR AT MY SITE. I WANT TO, I WANT TO USE THAT SOLAR GENERATION DURING THE DAY AND AT NIGHT I WANNA BE PCLR, UM, WHICH WOULD BE REALLY COMPLICATED ON ERCOT SIDE. UM, BUT ANYWAY, THAT, THAT'S ANOTHER IDEA I DIDN'T PUT ON THE SLIDE. SO, YOU KNOW, JUST, [03:05:01] YOU KNOW, SOMEBODY THREW THAT OUT LAST WEEK. UM, AND ACTUALLY I THINK I'VE HEARD A COUPLE PEOPLE THROW THAT OUT RECENTLY. SO, UM, SO ANYWAY, SO THAT'S THAT. IF THERE ARE OTHER PCLR ID ENHANCEMENT IDEAS, THEN, YOU KNOW, I THINK THAT WE'RE OPEN TO HEARING THIS. UM, SO WITH THAT, I WILL PAUSE AND, AND YOU KNOW, AGAIN, UM, I, WE'VE, ERCOT HAS TALKED ABOUT THESE HIGH LEVEL, UM, I, YOU KNOW, WE'RE NOT AT A POINT WHERE WE'RE READY TO DIVE INTO DETAILS ON ANY OF THESE, UM, BUT DO WANT TO HEAR FEEDBACK REGARDING IS, IS THIS SOMETHING THAT YOU ARE INTERESTED IN SEEING, UH, DEVELOPED? I THINK PROBABLY ALL OF THESE, THERE'S PROBABLY AT LEAST ONE PERSON ON THE PHONE OR OR IN THE ROOM THAT HAS EXPRESSED INTEREST IN THESE. SO, SO I KNOW THERE'S INTEREST IN IN ALL OF THESE, UH, BUT I THINK WE REALLY WANT TO, UH, YOU KNOW, WORK ON THE ONES THAT HAVE THE, THE MOST INTEREST FIRST. UM, BECAUSE AGAIN, WE CAN'T, WE CAN'T DO ALL OF THESE. THERE'S JUST NOT ENOUGH TIME FOR BATCH ONE MAY, MAYBE EVENTUALLY WE, WE'LL GET ALL OF THESE IN, UM, BUT NOT RIGHT NOW. SO WITH THAT, MATT, WELL DONE, JEFF. I REALIZED I BROKE MY OWN RULE OF, UH, ALL IDEAS ARE WELCOME AT THE FIRST MEETING AND CALLED ME OUT ANYWAYS. UH, SAM, BRANDON, SO YOU HAD TYPED IN THE MESSAGE, DO YOU WANNA COME OFF, UM, MUTE AND ASK IT, OR I COULD JUST READ IT FOR YOU? YEAH, I CAN JUST ASK IT. UM, AND IT SOUNDS LIKE IT WAS KIND OF LIKE HALF ANSWERED IN THE, IN SLIDE 34, UM, WITH A REFERENCE TO THE GNR QUEUE FOR WL PUN, BUT, UM, YEAH, I WASN'T SURE IF HAD ANY, ANY IMMEDIATE THOUGHTS OR HAD PREVIOUSLY CONTEMPLATED HAVING PCL R GO THROUGH THE GI AND R PROCESS. YEAH, I, I DON'T, UM, YEAH, I THINK THE ANSWER IS NO, I THINK BECAUSE OF THE WAY THE ALLOCATION WORKS, RIGHT? SO G-G-I-N-R, UM, YEAH, I, I, I HADN'T THOUGHT TOO MUCH ABOUT THAT. MAYBE I'LL JUST LEAVE IT AT THAT. UM, OKAY. WELL, AND THE LOGIC THERE IS JUST THAT, YOU KNOW, STORAGE WAS PREVIOUSLY A CLR THAT WAS GOING THROUGH THE GI R PROCESS. UM, AND THEN OTHERWISE, I MEAN, THE OTHER, UM, COMMENT THAT I HAD WAS JUST, YOU KNOW, AS PART OF THE BATCH ZERO PROCESS, THERE WAS A, A VERY SHORT-LIVED CONCEPT OF PUN PLUS, UM, WHICH IT SOUNDS LIKE IT, THAT KIND OF CONCEPT COULD LIVE ON IN, IN SOME OF THESE OPTIONS. BUT OTHERWISE, UM, AS PART OF THE BATCH ZERO PROCESS, IT, IT, IT WAS NEVER CLEAR TO ME AT LEAST IF THAT, IF THAT CONCEPT DIED DUE TO, YOU KNOW, IMPLEMENTATION ISSUES OR IF IT WAS JUST ONE OF THOSE THINGS WHERE IT WAS CLEARLY WAS NOT WITHIN THE SCOPE OF BATCH ZERO. SO I WASN'T SURE IF THAT SORT OF CONCEPT WAS STILL ON THE TABLE. YEAH. IF I REMEMBER PUN PLUS I THINK IS ONE OF THESE, UM, I FIGURED THAT MIGHT BE THE CASE. SO YEAH, BUT I, NO, I, I DON'T REMEMBER WHICH ONE, BUT I, I THINK IT WAS ONE OF THESE, UM, YEAH. OKAY. AND THEN THE LAST THING I JUST WANTED TO ASK WAS, SO I THINK LIKE YOU ARE ALL SUGGESTING THERE'S, THERE'S QUITE A VARIETY OF, OF OPINIONS ON WHAT MIGHT MERIT, UM, YOU KNOW, THE BATCH PROCESS TIME HERE. UM, SO I WASN'T SURE HOW ERCOT STAFF WAS THINKING ABOUT, YOU KNOW, ERCOT SPONSORED EFFORTS VERSUS MARKET PARTICIPANT SPONSORED EFFORTS. I MEAN, OBVIOUSLY MARKET PARTICIPANTS CAN OBVIOUSLY CAN, UH, SUBMIT A, A RULE CHANGE THROUGH THE TRADITIONAL PROCESSES. UM, SO I WASN'T, I GUESS IT SOUNDS LIKE IF THERE'S ANY SORT OF KIND OF CONSENSUS DEVELOPED THROUGH THE BATCH PROCESS, THEN THE EXPECTATION IS THAT ERCOT THEN BECOMES THE SPONSOR OF THAT EFFORT, AND THEN ANYTHING THAT KIND OF FALLS BY THE WAYSIDE WOULD JUST HAVE TO BE CHAMPIONED BY INDIVIDUAL MARKET PARTICIPANTS. YEAH, SAM, I, I THINK THAT'S RIGHT. THE, YOU KNOW, AGAIN, HERE, HERE'S THE, WE WE'VE GOT LIMITATIONS. THERE ARE CERTAIN SUBJECT MATTER EXPERTS AT ERCOT THAT A LOT OF THESE CONCEPTS THAT THEY, THEY HAVE TO THINK THROUGH AND WORK ON THE DETAILS OF THESE CONCEPTS. YEP. SO, UM, YOU KNOW, E EVEN IF YOU VOLUNTEERED AND PUT TOGETHER A, A REVISION REQUEST, IT, IT'S STILL GOING TO TAKE TIME FOR, FOR THOSE SMES TO WORK THROUGH THE DETAILS. UH, AND SO WHAT WE ARE GOING TO DO IS, AND WE'RE GONNA BE TRANSPARENT IN, UM, UH, ONCE WE, YOU KNOW, GET FEEDBACK FROM STAKEHOLDERS, WE ARE GOING TO PRIORITIZE WHICH OF THOSE ITEMS, UH, THAT THOSE SMES ARE GOING TO WORK ON. AND SO I'VE GOT A LIST OF 17 ITEMS HERE. IF YOU REALLY LIKE ITEM 15 ON THE LIST AND [03:10:01] WANT TO WRITE A REVISION REQUEST TO IMPLEMENT ITEM 15, YOU ARE FREE TO DO THAT. BUT THE ERCOT SME THAT, THAT MAY NEED TO REVIEW THAT THEY, THEY'RE, THEY'RE GOING, THAT'S NOT GOING TO BE THEIR PRIORITY. AND, AND SO THAT REVISION REQUEST MAY BE TABLED FOR SOME TIME, UH, WHILE THEY ARE WORKING ON THE HIGHER PRIORITY ITEMS, IF THAT MAKES SENSE. GOTCHA. SO I GUESS WHAT I'M HEARING IS THAT, YOU KNOW, IF, IF YOU FEEL STRONGLY ABOUT THE, THE MERIT OF ONE OF THESE IDEAS, THEN THE, THE BATCH PROCESS WILL BE THE THUNDERDOME FOR DETERMINING WHAT, WHAT ADVANCES. UM, BECAUSE EVEN IF YOU TRY TO DO IT OUTSIDE, THEN IT'S GONNA BE KIND OF SUBORDINATED TO THE BATCH PROCESS. YEAH, I, I, I THINK THAT'S RIGHT. I I, I DON'T WANT TO DISCOURAGE YOU FROM DOING THAT PRE-WORK 'CAUSE THAT COULD, BY THE TIME WE GET TO THAT ITEM, YOU KNOW, THAT THAT COULD HELP. UM, BUT, BUT YEAH, THAT, THAT, THAT'S RIGHT. I DON'T WANT TO GIVE YOU FALSE HOPE EITHER THAT YOU, YOU PUT A LOT OF TIME INTO SOMETHING AND IT'S GONNA JUMP TO THE FRONT OF THE LINE BECAUSE AGAIN, A LOT OF THESE, YOU, WE REALLY NEED THE CERTAIN SMES TO, UM, FOCUS ON THOSE AND, AND, UM, WE'RE, WE'RE GONNA FOLLOW THAT PRIORITIZATION, UM, THAT THAT COMES THROUGH THIS PROCESS. YEAH. SO IS, SO IT'S IN EVERYBODY'S INTEREST TO KIND OF WORK THROUGH THESE ISSUES THROUGH THIS VENUE? UH, YES, I THINK THAT'S RIGHT. OKAY. GOTCHA. THANK YOU. ALRIGHT, THANKS SAM. UH, EVAN. HEY, JEFF, I THINK THIS IS A GOOD LIST. UM, BUT JUST ONE OF THESE, AND IT'S THE ONE AT THE BOTTOM OF THIS SLIDE STUCK OUT TO ME. UM, IS THIS NOT ALREADY ALLOWED, LIKE FOR AN EXISTING LARGE LOAD THAT WANTED TO CO-LOCATE A NEW GENERATOR WITH IT, BUT IT HAS A TIE LINE THAT LIKE, SAY YOU WANNA PUT A BATTERY THERE, LIKE YOU WOULD HAVE TO EXPAND THAT TIE LINE IF YOU'RE NOT AN SLF IN THAT CASE. AND SO I GUESS IT JUST KINDA CONFUSED ME AND I WAS LOOKING AT THE DEFINITIONS HERE AND I WAS NOT REALLY GETTING TO WHY THAT ONE WOULDN'T ALREADY BE ALLOWED UNDER CURRENT RULES. YEAH, YOU, SO YOU CAN DO AN SLF, UM, BUT I THINK THAT THERE ARE SOME UNDEFINED, UM, YEAH, THERE, THERE'S SOME UNDEFINED AREAS IN YEAH, HAVING AN SLF AND A PUN TOGETHER THAT, UM, AND, AND I DON'T, I CAN'T SPEAK MORE INTELLIGENTLY ABOUT IT THAN THAT. UM, MAYBE KENNETH CAN . YEAH, I, I THINK THE ISSUE IS, IF YOU LOOK AT THE DEFINITION OF SLF, IT TALKS ABOUT A MODEL GENERATION SITE, AND WE DIDN'T REALLY TALK ABOUT LOAD BEING IN THAT SITE. SO THAT'S ONE THING WE'RE TRYING TO WORK THROUGH IS CAN WE, UH, CHANGE THAT DEFINITION REALLY QUICKLY AND WE'RE GOOD TO GO. BUT THAT'S, YOU KNOW, BACK TO WHAT JEFF SAID, WE'VE GLANCED AT A LOT OF THESE, WE NEED TO SPEND A LITTLE MORE TIME. SOME OF 'EM MIGHT BE REALLY EASY, SOME OF 'EM MIGHT BE A LITTLE HARDER. OKAY. AND SO TO BE CLEAR, MAYBE WHAT I'M SAYING IS DIFFERENT FROM WHAT'S HERE AND THE WORDING'S REALLY NUANCED, BUT LIKE WHAT I'M SAYING IS THAT THE LOAD ISN'T PART OF THE SLF, IT'S JUST THE GENERATION RESOURCES THAT ARE PART OF THE SLF, BUT THOSE GENERATION RESOURCES THAT ARE PART OF THAT FACILITY ARE INCLUDED WITHIN A PRIVATE USE NETWORK. YEAH. SO THE PRIVATE USE NETWORK IS LOAD IN GENERATION. RIGHT, I UNDERSTAND THAT. BUT THERE IS NO SLF AS, THERE'S NO LIMITATION ASSOCIATED WITH THE LOAD WHATSOEVER. LIKE CONSIDER THAT THE LOAD ALREADY EXISTS ON THE GRID AND YOU'RE BRINGING THE GENERATION AFTER THE FACT. YEAH. SO THE, THE LIMITATION IS NOT REALLY ON THE LOAD AND IT'S NOT ON THE GENERATORS, IT'S ON THE SITE, THE POINT OF INTERCONNECT. THAT'S WHERE THE LIMITATION IS. SO IT'S A SITE LIMIT. YEAH, I THINK IF THIS IS AN EASY ONE, I PROBABLY SHOULDN'T SAY THAT, BUT I THINK THIS IS AN EASY ONE. YEAH. LIKE I, I, I'M JUST WONDERING IF IF, IF IT'S DIFFERENT FROM WHAT'S THERE, MAYBE WE NEED SOMETHING ELSE IN ANOTHER VENUE TO JUST QUICKLY FIX THAT ISSUE. OKAY. ALL RIGHT. THANKS EVAN. UH, NEXT UP, UH, BILL BARNES. HEY, CAN YOU GUYS HEAR ME OKAY? YES, WE CAN. ALRIGHT, GREAT. UM, AND SECOND, THE COMMENTS ON THIS IS A GREAT LIST, JEFF. REALLY APPRECIATE YOU GUYS WORKING ON THIS. OBVIOUSLY A LOT OF CONCEPTS HERE THAT, UM, ARE, UH, SUPER IMPORTANT, UM, AND WILL HELP KIND OF ESTABLISH THE INCENTIVES TO, UM, MAKE SURE THERE'S, THERE'S, UH, SUPPORT FOR BRINGING GENERATION FOR SOME OF THESE PROJECTS, WHICH IS GONNA BE NEEDED. I HAD A COUPLE QUESTIONS AND THEN, UM, JUST CLARIFYING A FEW THINGS. ONE IS THAT SOME OF THESE ARE SIMILAR, I THINK COULD PROBABLY BE CONSOLIDATED. THE ONE UNDER OTHER WL PUN ENHANCEMENTS THAT'S IN THE MIDDLE ALLOW LARGE LOAD TO CONNECT WITHOUT GOING THROUGH THE BATCH PROCESSOR LOAD WILL NEVER CONSUME. UH, I THINK FOR THAT ONE, UM, WE WOULD SUGGEST AN EXPANSION THAT INSTEAD OF NEVER, [03:15:01] IT, IT WOULD SAY NEVER CONSUME UNTIL A BATCH STUDY IS COMPLETED FOR THE CO-LOCATED LOAD, WHICH IS VERY SIMILAR TO THE ISLANDED CONCEPT BELOW, AND THEN THE TEMPORARY GENERATION ON THE OTHER SLIDE, IT'S REALLY WHAT WE'RE SOLVING FOR HERE IS, UH, ALLOWING A GENERATION RESOURCE TO BE BUILT AND THEN BRING UP A DATA CENTER, LET THAT OPERATE BEHIND THE METER, UM, UNTIL EITHER ONE, A BATCH STUDY IS COMPLETED AND OR THE TRANSMISSION FACILITIES HAVE BEEN CONSTRUCTED. AND SO THOSE, ALL, THOSE THREE SOUND SIMILAR TO ME. THAT'S THE THOUGHT ON THAT CONCEPT. AND EXPANDING, UM, THE NEVER TO CONSUME FROM THE GRID EVER VER VERSUS NEVER CONSUME UNTIL A BATCH STUDY IS COMPLETED. AND HAS, UH, APPROVED THAT OUR LARGE LOAD FOR ENERGIZATION. AND THEN I'M CURIOUS, UH, JEFF, WE REALLY ALSO LIKE THE, I THINK THE PUN PLUSES THAT CALCULATE W PUN WITHDRAWAL LIMITS DYNAMICALLY. HOW, HOW DO YOU SEE THAT WORKING OUT? IS THAT LIKE A DAILY LIMIT OR THERE'LL BE SOME TYPE OF TELEMETRY? I'M JUST CURIOUS IF YOU GUYS HAVE THOUGHTS ON HOW THAT MIGHT WORK? YEAH, BILL, WE, UM, HONESTLY HAVEN'T GOTTEN TOO FAR IN THE DETAILS ON THAT INTERNALLY. UM, BUT I, I DON'T THINK I CAN ANSWER THAT AT THIS POINT. OKAY. AND THEN ON THE NEXT SLIDE, SIMILAR TO EVAN'S THOUGHT ON THE CELL FACILITY, WHICH I THOUGHT YOU COULD ALREADY DO, BUT I GUESS IT'S, IT CAN'T BE CO-LOCATED WITH LOAD, BUT THE UNDER MULTIPLE POIS YOU CAN DO THAT, YOU CAN NET GENERATION AND LOAD TODAY AND UPON WITH MULTIPLE POIS. SO I'M CONFUSED IS WHAT THE PROBLEM IS WITH, WITH THAT, IS THAT REALLY JUST THE WITHDRAWAL LIMIT? SO IF YOU'RE A WL TIME HAVING MULTIPLE POIS OF THE PROBLEM, BUT ONCE THE TRANSMISSION'S BUILT OUT, THEN THE WITHDRAWAL LIMIT EXPIRES OR TERMINATED, THEN IT'S NOT A PROBLEM. LIKE THE NETTING ARRANGEMENT WORKS, THERE'S RULES FOR NETTING GENERATION LOAD, UM, THAT HAS MULTIPLE POIS. SO I'M KIND OF CURIOUS ABOUT THAT ONE. YEAH, I, I MIGHT NEED, UM, TALK TO A FRIEND ON THAT. UH, MY UNDERSTANDING IS THAT WE, UM, THAT YOU CANNOT DO THAT TODAY. UM, BUT JEFF, I THINK I CAN HELP HERE. OKAY, WHAT WE DID IN, IN BATCH ZERO IS IN SECTION 10.3, 0.2 0.3, SUBPARAGRAPH TWO, THERE'S A SUBPARAGRAPH A THAT SAYS SINGLE POINT OF INTERCONNECTION. THAT'S WHAT WE USED FOR BATCH ZERO. WHAT BILL IS TALKING ABOUT IS THE EXACT SAME SECTION, SUBPARAGRAPH B THAT ALLOWS MULTIPLE POINTS OF INTERCONNECTION AT THE SAME VOLTAGE AT THE SAME SUBSTATION. SO I THINK THAT'S WHAT BILL'S TALKING ABOUT. YES, THERE ARE PRIVATE USE NETWORKS IN EXISTENCE TODAY THAT DO THIS, BUT THAT'S JEFF MAINLY FOR SETTLEMENT PURPOSES. SO MAYBE THAT'S THE DIFFERENCES IS IN OPERATIONS, IF YOU'RE TRYING TO ENFORCE A WITHDRAWAL LIMIT, OBVIOUSLY THAT'S A LOT MORE COMPLICATED WHEN YOU'RE TRYING TO NET THE INFLOWS AND OUTFLOWS ACROSS MULTIPLE PI. SO MAYBE THAT'S THE PROBLEM, BUT JUST KIND OF CURIOUS ON THAT AS WELL. UM, THANKS AGAIN FOR ALL THE WORK ON THIS. SEE A LOT OF PROMISE IN THESE, UH, CONCEPTS. YEP. OKAY. THANKS FOR THE COMMENTS. ALL RIGHT, NEXT UP IS BROTH. HEY MATT. UH, THANK YOU JEFF. THIS IS A GREAT STARTING POINT AND AN AMAZING LIST. UH, ONE REQUEST I HAVE IS GIVEN HOW MUCH LOAD IS GOING TO CONNECT TO THE GRID AND THE NECESSITY FOR GENERATION, I THINK IF WE CAN START BYOG AS A SEPARATE TRACK OF WORKSHOPS TO GIVE US AS MUCH OPPORTUNITY TO DISCUSS AND, YOU KNOW, LAY OUT AT LEAST FEW OF THESE ITEMS, RIGHT, THE MULTIPLE POIS OR OTHER, A OTHER ASPECTS THAT WOULD BE GREAT. UH, GIVEN HOW WE RUSH THROUGH THE BYOG PROCESS IN BAD ZERO, I REQUEST OUR CARD TO THINK ABOUT THAT BECAUSE, UH, YOU KNOW, THE GRID DEFINITELY NEEDS, UH, THESE CONFIGURATIONS SPECIFIC BYOG OPTIONS SO THAT, UH, WE CAN CONNECT ENOUGH GENERATION TO SERVE THE LARGE LOAD THAT IS COMING IN THE NEXT FEW YEARS. YEAH, NO, THAT'S A VALID POINT. BROTH, I'LL, I'LL BE THINKING ABOUT THAT AS WE TRY TO FIT TOGETHER HOW THESE WORKSHOPS FIT TOGETHER, UM, WITH BATCH AND CTP AND WHETHER OR NOT THERE'S A SPINOFF OF BATCH BYOG. UM, OKAY, THANKS FOR THE 'CAUSE. THESE ARE ALL GREAT OPTIONS AND YOU KNOW, LOVE FOR US TO THINK THROUGH THIS AS WE THINK IN THE NEAR TERM HORIZON, RIGHT? SO YEAH, THIS IS OUR BEST CHANCE. THANK YOU. YEAH, AND MAYBE, MAYBE I'M NAIVE AND HOPING THAT WE COULD PUT OUT A SURVEY THAT SAYS PICK THE TOP FIVE THINGS AND OUT OF THESE 17 THINGS WE GET CLOSER TO FIVE INSTEAD OF 17, THAT WE'RE [03:20:01] WALKING AROUND WITH PIECES OF PAPER ON SCRATCHING OUR HEAD. WE'D REALLY LIKE TO NARROW THE FIELD AND IF THAT'S A DEDICATED WORKSHOP, THAT'S GREAT, BUT, UM, I WILL SAY IT MAY BE HARD TO GET IN THE NEXT 90 DAYS TO A SHORT LIST. SO WHEN THERE'S LOTS OF GREAT IDEAS. SO THANKS FOR THAT ONE ADDIT. ONE ADDITIONAL DATA POINT IS, YOU KNOW, OTHER ISOS AND SBPS AND MISO ARE ALSO LOOKING AT THE SAME THINGS, RIGHT? THEY'RE NAMING IT DIFFERENTLY WITH ZERO INJECTION AND OTHER THINGS. THEY ARE ALSO LOOKING AT MULTIPLE POIS AND YOU KNOW, OTHER ASPECTS. SO IT WOULD BE GREAT, UH, IF OUR COURT IS ALSO KIND OF GOING IN THE SAME DIRECTION, SO IT WOULD BE, YEAH, WORTHWHILE FOR US TO DISTANCE THIS AS SOON AS POSSIBLE. ALRIGHT, THANK YOU. ALRIGHT, BACK TO THE QUEUE. UM, SHANNON, THANKS FOR, UH, PUTTING THESE TOGETHER AND TRYING TO SOLICIT INPUT. UM, ON SLIDE 35, UH, JUST TRYING TO GIVE QUICK FEEDBACK. I THINK THE, UH, FOR ME FROM OUR PERSPECTIVE, THE ITEM FOUR HERE, THE LAST ONE UNDER BYOG, DEFINE PROCESS FOR TEMPORARY GENERATION UNTIL PROCESSES BUILT TO LIVELY SERVE THE LARGE LOAD, LIKE THE DOUBLE STAR. THAT ONE, TO ME, THAT'S THE WAY I THINK ABOUT IT IS, YOU KNOW, UH, NEW COMBINED CYCLE GENERATION, WE ALL KNOW THAT'S GOT A VERY LONG LEAD TIME. THERE'S A VERY LARGE QUEUE, BUT THINGS THAT ARE SHORTER LEAD TIME TO GET CAPACITY OR LOOK, YOU KNOW, NEAR VERY NEAR CAPACITY, WHICH IS TEMPORARY GENERATION AND BATTERIES, I THINK WE NEED TO BE FOCUSED ON THOSE BECAUSE THOSE ARE WHAT BRINGS RESOURCES SOONER RATHER THAN LATER. SO FOR THAT REASON, THAT ONE I THINK SHOULD BE NUMBER ONE. AND THEN THE THREE UNDER BATTERIES, I THINK ALL THREE OF THOSE ARE SUPER IMPORTANT BECAUSE I BELIEVE BATTERY LEAD TIME IS A LOT SHORTER THAN GENERATION LEAD TIME IS. AND TO THE DEGREE IT ALLOWS, UH, LARGE LOADS TO BE MORE CREATIVE AND PROVIDE BENEFITS ERCOT SOONER, EVERYBODY'S BENEFITED FROM THAT. ON YOUR PRIOR PAGE ON 34, I WOULD PUT LIKE A DOUBLE STAR AROUND THE ONE YOU BROUGHT UP. CALCULATE, UH, WL PUN, WITHDRAWAL LIMITS DYNAMICALLY IN REAL TIME. I JUST THINK THAT'S HYPER IMPORTANT BECAUSE USE THE EXAMPLE, MAYBE IT WAS STUDIED OFF OF SUMMER PEAK, BUT THE REST OF THE YEAR IT'S DIFFERENT. WELL, MAYBE IT WAS STUDIED OFF OF SUMMER PEAK WITH ONE AUTO OUT IN MINUS ONE OR, OR GENERATOR OUT IN MINUS ONE. AND THE, THE BULK OF THE TIME, THE VAST, VAST MAJORITY OF THE TIME, THAT IS NOT OCCURRING. SO WE SHOULD, WE SHOULD BE USING THE GRID AS EFFICIENTLY AS POSSIBLE AND THAT'LL HELP ON REVENUE RECOVERY, KEEPING EVERYBODY'S RATES LOWER. SO I'D DOUBLE STAR THAT ONE. AND THEN, UM, THE ONE ABOVE IT, OR THE, THE ONE BELOW IT, I REALLY SU UH, DO LIKE BILL, UH, BARNES'S COMMENTS ABOUT, UH, INSTEAD OF MAKING IT, THAT'LL NEVER CONSUME, IT'LL NEVER CONSUME UNTIL ERCOT APPROVED IT WITH A BATCH STUDY. I THINK THAT'S A GOOD IMPROVEMENT BECAUSE AGAIN, WE'RE TRYING TO GET QUICKER, LESS EFFICIENT GENERATION, BUT WE CAN GET IT SOONER. THIS ALLOWS A CLEAN WAY FOR EXIT. AND THEN LASTLY, THE TWO AT THE BOTTOM, UH, ALLOW BYOG GENERATION AT DIFFERENT LOCATION AND SELF-LIMITING FACILITY, PRIVATE USE NETWORKS. THOSE EIGHT TO ME ARE THE, THE ONES THAT SEEM MOST IMPORTANT FOR THE REASONS I LAID OUT FROM OUR PERSPECTIVE. OKAY, THANKS SHANNON. ALRIGHT, ROTH, I'M SORRY, BILL BARNES, WAIT, HOLD ON. I'M THROWING OFF THE QUEUE. UH, BOB WHITMEYER IS NEXT. IT'S OFFICIAL. SO JEFF, THANK YOU. THIS IS A GO AGAIN. REALLY WANTED TO, THIS IS A GREAT LIST. UM, MATT, I'VE HEARD US TALK ABOUT DOING KIND OF AN RFI TO KIND OF SOLICIT FEEDBACK HERE. I THINK IT'S REALLY IMPORTANT THAT WE SOLICIT FEEDBACK FOR THE END USE STATE OR THE END STATE AS WELL AS WHAT IS CRITICAL FOR BATCH ONE BECAUSE THOSE MAY BE DRAMATICALLY DIFFERENT. I THINK IT'S IMPORTANT ERCOT KNOWS WHERE THE MARKET WANTS TO GO ULTIMATELY, BUT ALSO A RECOGNITION THAT WE'RE NOT GONNA GET ALL OF THIS BY BATCH ONE. SO MAYBE, YOU KNOW, IF WE COULD DIFFERENTIATE THAT, THAT QUESTION SET, I THINK IT WOULD BE HELPFUL. THANK YOU. SHORT TERM HOPES VERSUS LONG-TERM HOPES LIKE WE WOULD, THAT WAY YOU'RE NOT LETTING GO OF A KEY DESIGN ISSUE JUST 'CAUSE IT'S HARD. YOU CAN STILL, OKAY, GREAT. ALRIGHT. UH, NEXT IS ALRIDGE THAT JOSH? YEAH, JOSH ALRIDGE. YEP. ALRIGHT, I APPRECIATE IT. UH, BARATH TURNED MY QUESTION INTO A COMMENT REALLY AS [03:25:01] A THERMAL RESOURCE DEVELOPER, THE ALLOWANCE OF BYOG, UH, TO WHEN GENERATION IS AT A DIFFERENT LOCATION FROM THE LARGE LOAD, THAT'S THE REALITY OF WHAT WE'RE ALL DEALING WITH. UH, YOU KNOW, IF YOU WANT LARGE LOADS TO BRING THEIR OWN GENERATION, THAT IS SUFFICIENT TO MINIMIZE OR MITIGATE THEIR IMPACT ON THE GRID, 90% CHANCE THEY'RE NOT GONNA BE AT THE SAME CAMPUS. SO WE DO NEED TO HAVE A DISCUSSION ABOUT WHAT, YOU KNOW, WHAT WE NEED TO PROVE. IS IT FIVE ELECTRICAL BUSES? IS IT SIX? IS IT TWO, IS IT 10? SO WE, I I THINK THAT SHOULD BE ONE OF THE PRIORITY DISCUSSIONS IS TO FIGURE OUT WHAT DOES CO-LOCATION EFFECTIVE, RELIABLE CO-LOCATION, WHAT CAN IT LOOK LIKE? YEAH, GOOD CLARIFICATION. ALRIGHT. ALL RIGHT. NEXT, UH, KELLEN. THANKS LEN. CONNOR, IT'S IAN. UM, ON SLIDE THAT, YEAH, THAT FIRST ONE, WOULD IT BE POSSIBLE TO HAVE AN OPTION AND IF THE LARGE LOAD JUST HAD A SUBSET ALLOCATION THAT IT COULD DROP THE GENERATION? BECAUSE I GUESS WHAT I'M THINKING IS IF, UH, A LOAD COMES IN AND IS USING TO GENERATE LIKE A CERTAIN AMOUNT OF LOAD GUARANTEE, BUT IF THEY GET IT JUST THROUGH THE NORMAL BATCH PROCESS, THEY MIGHT NOT NEED THAT GENERATOR ANYMORE. UM, I GUESS THAT'S MY COMMENT THERE. HOPEFULLY THAT MADE SENSE. YEAH, NO, I, I, I THINK I UNDERSTAND WHAT YOU'RE SAYING. UM, YEAH, THAT, THAT COULD BE A, UM, I THINK THAT'S SLIGHTLY DIFFERENT THAN THIS, BUT IT'S A, I THINK IT'S A VARIATION OF THAT ONE. ALL RIGHT, THANKS. UH, VICTOR? YEAH, GREAT PRESENTATION GENTLEMEN. ESPECIALLY THIS AREA OVER HERE. UH, WHAT IS REALLY INTERESTING TO ME ON THIS LIST IS ALLOWING LARGE LOAD TO INTERCONNECT AND NOT GONNA BATCH, SORRY, AS LONG AS WE WILL NOT CONSUME FROM THE GRID. SO WE HAVE STUFF IN THE LW POND, AND THESE ARE LARGE GENERATORS SIGNIFICANTLY, SO THEY DON'T LIKE TO SLOW DOWN. SO OBVIOUSLY WE HAVE TO HAVE X AMOUNT OF ENERGY STORAGE. SO THE QUESTION IS, IF I'M NOT TAKING LOAD, WHAT CAN I INJECT? AND IF I DO INJECT, MOST LIKELY IT'S GONNA BE THROUGH MY ENERGY STORAGE SLASH BUFFER SYSTEM. SO, SO FAR, BASED ON ALL OF THE EPCS AND ALL OF THE OEMS SAYS THAT'S THE CONFIGURATION THAT IS MOST LIKELY TO OCCUR BECAUSE OF THE CURRENT TECHNOLOGY AND THE CAPABILITY THAT THEY'RE ABLE TO DO AT LARGE LOADS, 500 MEG ON UP. SO ANY FEEDBACK ON THAT? YEAH, UH, I WASN'T SURE, IS THERE A, SORRY, I, I MISSED IF THERE'S A QUESTION THERE, I MISSED IT. COULD YOU MAYBE REPEAT IT? YEAH, CAN I, CAN I INJECT OH, INJECT, YOU'RE SAYING IF I DON'T TAKE LOAD, YEAH. YES, BUT THEN I CAN INJECT IF I INJECT IT MOST LIKELY BE THROUGH MY, UH, BASS. YEAH. SO I, I THINK THAT WOULD BE, I THINK THE IDEA HERE IS THAT YOU INJECTION IS STUDIED AS PART OF THE GENERATION INTERCONNECTION PROCESS OR GI NR PROCESS. MM-HMM . UM, AND, AND SO THAT, THAT, THAT IS WHERE YOU STUDY THAT INJECTION. UH, AND, AND SO THE IDEA HERE IS THAT SINCE YOU'RE STUDYING THAT INJECTION IN THAT PROCESS AND, AND AN EXAMPLE HERE, YOU'RE, YOU'RE NEVER, OR THE WAY IT'S WRITTEN HERE, YOU'RE NEVER CONSUMING FROM THE GRID, THEN THE IDEA IS THAT YOU DON'T NEED TO GO THROUGH THE BATCH PROCESS IF YOU'RE DOING THAT TO CONNECT A LARGE LOAD. AND, AND I THINK I ALSO HEARD THE COMMENT THAT, WELL WE, WE STILL MAY WANT TO EVENTUALLY, UH, GO THROUGH THE BATCH PROCESS, BUT AT LEAST INITIALLY IN THIS, THIS IS ALMOST LIKE A FAST TRACK, IS I CAN FAST TRACK MY INTERCONNECTION IF I'M NEVER CONSUMING. I'M ONLY EITHER ZERO OR I'M, I'M INJECTING, RIGHT? AND WE'RE PRETTY MUCH SURE WHAT OUR FUEL COST IS THAT WE COULD HEDGE FOR 10 YEARS FORWARD. SO WE KNOW WHAT THE IMPACT IS WITH THE OPEX AND ALL. SO, BUT THEY, YOU KNOW, WHEN YOU HAD THIS ITEM LISTED TODAY, I WOULD, UH, PROBABLY, UH, SAY THAT MOST OF THE UH, DEBT AND EQUITY FUNDING AGENTS, UH, WOULD REALLY LIKE THAT ITEM OUT OF ALL OF THEM. OKAY. THANKS FOR THE COMMENT. MM-HMM . ALRIGHT. TAKE A PICTURE, BILL [03:30:03] JEFF ON THAT, THAT OPTION THAT WE'RE TALKING ABOUT, UM, AGAIN, LARGE LOADS CONNECTED, UH, WITHOUT GOING THROUGH A BATCH STUDY PROCESS, AT LEAST NOT, NOT UNTIL IT'S APPROVED BEFORE, UH, THEY CAN CONSUME. I THINK THE EXPECTATION THERE IS THAT WOULD KINDA LOOK LIKE A GENERATION INTERCONNECTION PROCESS. SO THE LARGE LOAD CO-LOCATED LARGE LOAD WOULD NOT CONSUME, BUT THERE MAY BE OX LOAD FOR THE GENERATOR STARTUP LOAD, THINGS LIKE THAT. UM, THAT WOULD BE THE HOPE WITH THAT. UM, AND DEFINITELY WOULD WANT TO BE ABLE TO EXPORT TO THE AIRCO SYSTEM AND OPERATE LIKE A KIND OF A SYNCHRONOUS, UH, CONNECTED GENERATOR WITH DISPATCH SIGNALS AND THINGS LIKE THAT. UM, AND THEN ON THE NEXT SLIDE, THE, THE LAST ONE DEVELOP RULES FOR USING A BATTERY AT A-P-C-L-R OR WHAT WE WERE HOPING IS RULES TO USE A BATTERY TO HAVE A LOAD AFTER THE PCLR, ESSENTIALLY A SYNCHRONIZED BATTERY. UM, THESE ARE ALL REALLY IMPORTANT. I, THE FIRST BULLET UNDER THAT BATTERY RELATED OPTIONS IS I THINK GONNA BE COMING REAL REALLY SOON. 'CAUSE AS WE'RE TRYING TO, UH, COMPLY WITH NORE 2 82, IT'S PRETTY MUCH GONNA BE BATTERIES. AND SO RIGHT NOW YOU HAVE TO, THAT BATTERY SYSTEM THAT YOU'RE USING TO CONDITION THE LOAD HAVE TO GO THROUGH THE WHOLE GI R PROCESS OR YOU PUT IT BEHIND A DC BUS AND IT'S NOT SYNCHRONIZED. SO THAT ONE'S PRETTY IMPORTANT. AND KINDA HOW BARO MENTIONED, LIKE A LOT OF THESE ARE, ARE REALLY NOT REALLY RELATED TO A BATCH STUDY. THEY'RE JUST OPERATIONAL REQUIREMENTS THAT WE COULD PROBABLY CHURN THROUGH WITH SEPARATE NPRS IN PARALLEL PROCESS. BUT ON, ON THE ACTUAL LIKE ADMINISTRATIVE PROCESS HERE. SO YOU'RE GOING TO DO A SURVEY, GET RESULTS BACK, UM, SEE IF THERE'S KIND OF A DIRECTION FROM THE STAKEHOLDER COMMUNITY ON WHAT TO PRIORITIZE AND THEN THE EXPECTATION WE'RE GOING, ONE OF THESE WORKSHOPS THAT'S COMING UP, WE'RE GOING TO DEDICATE A HALF OF IT OR SOMETHING TO KIND OF WORK THROUGH THE TOP THREE OR FIVE. OR JEFF, CAN YOU GIVE US AN IDEA ON WHAT YOUR EXPECTATIONS ARE GOING FORWARD HERE ON THE PROCESS? YEAH, I, I THINK IT'S SOMETHING LIKE THAT. IT'S, UM, YEAH, I, I THINK BASED ON WHAT WE HEAR FROM THAT SURVEY, WE, WE WILL START TO WORK UP THE CONCEPTS, UM, IN INTERNALLY AND WE WILL COME BACK TO A FUTURE WORKSHOP AND SHARE THIS, THIS IS WHAT WE THINK THE CONCEPT IS IN POWERPOINT FORMAT. UM, AND, AND THEN FROM THERE, WE'LL WE WILL, UH, USE THE WORKSHOPS TO HONE THOSE CONCEPTS UNTIL WE GET TO THE POINT WHERE WE CAN CODIFY THOSE IN THE REVISION REQUEST. UM, MATT, YOU WANNA ADD ANYTHING TO THAT? NO, NO. YOU HIT IT RIGHT? I MEAN WE WERE ALREADY THINKING OF THE BATCH AND THE OTHER WORKSHOP AND THE COMPREHENSIVE TRANSMISSION PLANNING AND WHETHER OR NOT THERE'S SEPARATE, IF THERE'S SO MUCH TO TALK ABOUT ON THE BYOG PART, BUT I THINK WE'LL KNOW BETTER ON THE OTHER SIDE OF THE SURVEY. SO WE'LL SEE IF WE NEED SOMETHING SEPARATE. THANKS GUYS. APPRECIATE IT. ON THIS LAST ONE IS THE DEVELOP THE RULES FOR USING BATTERY AS A-P-C-L-R, THAT'S A CAPITAL R RESOURCE BATTERY WITH A LARGE LOAD AND THEN THE, THE BATTERY IS ABSORBING AS A CONTROLLABLE LOAD RESOURCE. IS THAT WHAT PEOPLE ARE THINKING WHEN THAT SPIN ON THE LIST? BECAUSE WE TALKED ABOUT BACK FEEDING THE PCL R IS A NON SYNCHRONIZED ONE THAT'S ALREADY ALLOWED. THIS IS A CAPITAL R BATTERY. AND BILL, SINCE YOU PICKED ON THAT ONE AND SAID WE LIKE THIS ONE, COULD YOU DESCRIBE THAT CONFIGURATION A LITTLE MORE? YEAH, I THINK THAT'S RIGHT, MATT. I MEAN THE, LIKE WE SITES ARE LIKE IN THE PROCESS NOW OF ENGINEERING THEIR DESIGNS AND LIKE THESE DISCUSSIONS ARE BEING HAD LIKE WHERE DO WE PUT THE BATTERY TO MEET THE NO TWO T REQUIREMENTS. SO IT'S JUST, IT'S IMPORTANT TO GET THAT CLARITY AS SOON AS POSSIBLE. LIKE DO YOU HAVE TO PARK IT BEHIND A DC BUS OR DO YOU, CAN YOU ACTUALLY HAVE IT WHERE IT'S, UH, SYNCHRONOUSLY CONNECTED WITH THE LOAD TO THE AIR CUTS? IS THIS, YOU KNOW, JUST CLARITY ON HOW YOU GUYS THINK ON HOW THAT, THAT NEEDS TO BE DESIGNED. I THINK IT'S PRETTY IMPORTANT RIGHT NOW 'CAUSE THESE ARE DISCUSSIONS THAT WE'RE CURRENTLY HAVING. VERY GOOD. OKAY. THANKS FOR YOUR CLARITY. ALRIGHT, SO ON THE QUEUE, LET'S SEE WHERE WE'RE AT. UM, SO I'M SORRY, IT STARTS WITH THE KAK NUN GUM. NUN GUM. Q OH KAREN. YEAH, THANKS. SORRY. YEAH, THERE IT'S, I'M TRYING TO UNDERSTAND THIS JEFF, UH, FROM THE ONE IT SAID, I MEAN DEVELOPED RULES FOR MULTIPLE POS, RIGHT? SO IT WAS ASKED EARLIER. UH, SO TRYING TO UNDERSTAND HERE. SO IS THERE NO FRAMEWORK FOR WPL PANEL FOR THE TWO POIS? OR IS THERE NO FRAMEWORK AT ALL, YOU KNOW, FOR MULTIPLE POS WITHOUT A WP I MEAN W [03:35:01] PUN, YEAH, SO I, UM, AND IF THERE ARE ANY FRIENDS THAT WANT TO JUMP IN AND HELP, UM, I DUNNO IF WE HAVE THE RIGHT PEOPLE IN THE ROOM, BUT YEAH, SO I, FOR WL PUN, YOU CAN ONLY HAVE A SINGLE POINT OF INTERCONNECTION TODAY. UM, I THINK THAT THERE ARE SOME OTHER RESTRICTIONS FOR OTHER TYPES OF PUNS, BUT I, I'M NOT SURE IF I HAVE THE RIGHT PEOPLE IN THE ROOM TO BE ABLE TO ANSWER THAT TODAY. OKAY. I WAS TRYING TO SPEAK WITH A UTILITY, I MEAN LAST WEEK, UH, IT WAS MENTIONED THAT YOU CAN HAVE THAT CONFIGURATION. SO TRYING TO UNDERSTAND THIS, UH, AS WE ARE TRYING TO PUT AN APPLICATION, UM, SO, UH, IF WE DON'T HAVE THAT CONFIGURATION RIGHT, WE WANT TO THINK IN ANOTHER WAY, UH, AND WE, AND WE WANT TO UNDERSTAND, UH, I MEAN ALL THE ISSUES TO GET THAT. YEAH, YEAH, YEAH. AND, AND YEAH, WE CAN BRING MORE PEOPLE WHO ARE MORE FAMILIAR WITH THE ISSUES THERE. I I, I THINK THE, UM, I, I THINK THE LIMITATION TODAY TO TODAY, THERE ARE LOADS, UM, AND, AND BYOG LOADS THAT HAVE MULTIPLE POINTS OF INTERCONNECTION, BUT THEY ARE NOT CONNECTED ON THE CUSTOMER SIDE. SO THEY ARE REALLY EACH INDIVIDUAL RADIAL CONNECTIONS. UM, AND I THINK THAT THERE ARE ISSUES WHEN YOU, UM, TRY TO CONNECT THOSE, UM, ON THE CUSTOMER SIDE, BUT I, I CAN, WE CAN TRY TO MAKE SURE THAT WE GET MORE PEOPLE HERE WHO, UH, CAN SPEAK MORE INTELLIGENTLY TO THAT AT THE NEXT WORKSHOP. OKAY, GOOD. ALRIGHT, THANKS KIERAN. UH, SAME BRANDON, GO AHEAD. YEAH, I JUST WANTED TO CLARIFY ONE THING WHICH I THINK WILL CONTINUE TO BE CONFUSING AS WE ENTER INTO THE WORLD OF ENTERTAINING THE 800 VOLT HIGH VOLTAGE DC MODELS. UM, SO WHEN WE TALK ABOUT, YOU KNOW, WHETHER A BATTERY CAN PROVIDE PCLR OR SORRY, WHEN WE, WHEN WE TALK ABOUT A, YOU KNOW, ANY SORT OF MECHANISM FOR SATISFYING PCLR TODAY, IT'S NOT, IT'S NOT JUST THAT ANY SORT OF BEHIND THE METER RESOURCE, UM, IS NOT SYNCHRONIZED WITH THE GRID, IT'S THAT IT'S NOT CONNECTED PERIOD. IS THAT RIGHT? BECAUSE I THINK THAT, YOU KNOW, THE TERM SYNCHRONOUS VERSUS NON SYNCHRONIZED STARTS TO GET CONFUSING NOW THAT PEOPLE ARE LOOKING AT THESE DOUBLE CONVERSION DESIGNS WHERE YOU HAVE EVERYTHING KIND OF BEHIND A INVERTER. UM, DOES THAT MAKE SENSE? YEAH, THAT'S WHERE WE HAD SI IN SOME OF THE MEETINGS HELPING TO SHOW, AND I KNOW SHE, HE SHOWED A BREAKER OPEN VERSUS THAT WHEN IT COMES TO BATTERIES AS A UPS AND HOW THOSE ARE USED, THAT'S WHERE IT STARTS TO GET A LITTLE FOGGY EVEN FOR ME. SO I THINK WE'LL JUST HAVE TO CONTINUE TO EVOLVE THAT VIEW. I WILL SAY DIAGRAMS ARE GONNA BE OUR SAVING GRACE IN THIS PROCESS. IT'S ALWAYS GONNA HELP TO HAVE A PICTURE OF HOW ALL THIS STUFF WORKS. SO YEAH. SO LET'S PUT A PIN IN THAT ONE AND SAY YES. WE'LL KEEP LOOKING AT THAT WITH BETTER DESCRIPTIONS. ALL RIGHT. THAT'S THE END OF THE QUEUE. UM, YEAH, DO YOU MIND FINISHING OFF? CAN I SIT HERE OR DO YOU WANNA SWITCH YOU? WHATEVER YOU, I, I HAVE TWO SLIDES LEFT SO WE CAN JUST WRAP THIS UP POSSIBLY. YEAH, LET'S DO IT. NOT TO GET TOO EXCITED, I WRAP IT UP. UM, SO HERE'S WHAT WE'RE [6. Q&A and Next Steps] LOOKING TO DO IS WE WANT TO RELEASE, WE ERCOT ARE GONNA RELEASE TWO SURVEYS TO TAKE IN WHAT WE'VE HEARD TODAY, UH, CHEW ON IT, AND THERE'S TWO THINGS GOING OUT. ONE IS A TSP SURVEY. WE'VE ALREADY BEEN WORKING ON THAT, GETTING OUT INTO THE TSPS, WHICH IS HOW TO OPTIMIZE THE PLANNING PROCESS. BASED ON THOSE QUESTIONS, WE MAY DO A BIT OF A VENN DIAGRAM AND SAY, HEY, WHAT PART OF THIS EX AFFECTS ALL THE REST OF THE COMMUNITY TOO TO MAKE SURE IT CAN GO INTO A BROADER FEEDBACK LOOP. BUT WE REALLY WANNA HIT THE ALL STAKEHOLDER SURVEY, ESPECIALLY ON THESE BATCH PROCESS QUESTIONS. WE KNOW THAT THAT'S A DIFFERENT COMMUNITY. IT'S INVESTORS, IT'S A LOT OF THINGS GOING ON, A LOT OF LEVERS TO PULL. SO IT'S KIND OF TWO DIFFERENT DESIGN ELEMENTS THAT RELATE, BUT IT'S, UM, SO IT WILL BE TWO SEPARATE SURVEYS. THIS IS GONNA LOOK WEIRD. I'M ASKING FOR ALL OF THOSE TO BE SENT. ALL THE FEEDBACK FROM TODAY'S WORKSHOP TO BE SENT TO ME. ALL OF OUR COMMON CHANNELS ARE FULL OF BATCH ZERO STUFF AND I DON'T WANNA SCREW IT UP. SO IF YOU HAVE SOME BATCH ONE CTP STUFF, I'M THE FOCAL POINT FOR THOSE NEW IDEAS AND THOSE, IF I HAVE IT BY THE END OF THE WEEK, IT CAN FIT INTO A SURVEY THAT WE HOPE TO RELEASE ASPIRATIONALLY BY THE END OF NEXT WEEK. UM, AND SO WITH THAT, THE LAST SLIDE [4. Review stakeholder engagement timeline] SHOWS JUST KIND OF AGAIN, WHERE WE'RE HEADED IS SEPTEMBER 24TH IS A THURSDAY. SO WE HAVE THREE AND A HALF WEEKS TO, UM, IT'S REALLY A RUSH FOR ERCOT TO TRY AND GET THESE SURVEYS OUT IN YOUR HANDS WITH A ONE WEEK TURNAROUND. I WILL SAY I LEARNED LESSON LEARNED FROM SURVEYS. ALWAYS RELEASE A COPY THAT YOU CAN WALK AROUND YOUR COMPANY SO THAT YOU'RE NOT JUST A ANSWERING IT ONLINE AS IT UNFOLDS BEFORE YOU. SO WE'LL GIVE YOU [03:40:01] A PDF OF ALL THE, UH, QUESTIONS, ESPECIALLY IF IT'S LIKE 40 QUESTIONS. AND WE WILL BE ASKING FOR ONE SURVEY RESPONSE PER COMPANY IF YOU CAN. IF A SECOND ONE COMES IN, WE'LL JUST CALL YOU AND SAY, WHICH ONE DO WE USE? BUT UM, AGAIN, THAT SURVEY IS THE HEAVY LIFT TO GET TO WORKSHOP TWO. AND IN THE MEANTIME, IF YOU HAVE NEW SCOPING IDEAS, IT'S STILL OKAY TO TALK ABOUT THOSE NEW IDEAS. BUT AFTER WORKSHOP NUMBER TWO, WE'LL START TO TRY AND NARROW THINGS DOWN A BIT SO THAT ANY FINAL QUESTIONS OR COMMENTS? OH, THERE WE GO IN THE QUEUE. UH, MARTHA. YEAH, SO, UM, WE'VE GOT ABOUT THREE WEEKS BETWEEN TODAY'S WORKSHOP AND THE NEXT ONE. YOU SAID THE SURVEY'S GONNA BE OPEN FOR A WEEK OF THAT? YES. I'M ASSUMING YOU'LL NEED SOME TIME TO DIGEST THE SURVEY RESPONSES. DOES THAT MEAN IT'S COMING OUT THIS WEEK OR CAN YOU GIVE US SOME SORT OF REFERENCE OF WHEN YOU THINK THESE ARE COMING OUT? I, IF IT'S ONE ANSWER PER COMPANY, IT ALSO TAKES US TIME TO FIGURE OUT WHAT WE'RE GONNA SAY, WHICH MEANS, YOU KNOW, DISCUSSIONS INTERNALLY. SO IF YOU HAVE SOME TARGET DATES THAT WE CAN BE LOOKING OUT FOR, THAT'D BE SUPER HELPFUL. YEAH, I WAS HOPING MID NEXT WEEK TO GET MIDDLE NEXT WEEK, BUT THAT'S, WE'LL SEE HOW THAT WORKS. OKAY. AND THEN GIVING YOU A WEEK OKAY. OR MAYBE A LITTLE MORE. GOT IT. THANK YOU. ALL RIGHT. UH, BLAKE COLT, OH, WHICH MAILING LIST SHOULD BE MONITORED FOR THE SURVEY? UM, I WILL SEND IT OUT IN A MARKET NOTICE WHEN IT'S READY TO ROCK, TO ROLL OUT ROCK, WHATEVER. AND, UH, BOB WHITMEYER. YEAH, MATT, I WOULD JUST SUGGEST TO YOU THAT YOU PROBABLY WANT IN THE HEADER OF THE EMAIL THAT THEY'RE SENDING TO MATT MARINAS@ERCOT.COM TO INCLUDE THE WORD BATCH ONE. YES. THANK YOU FOR THAT POINT. YES, THERE ARE LOTS OF EMAILS FLOATING AROUND RIGHT NOW. ALRIGHT, MONICA, MAD. I'M SORRY, THIS IS A BAD ZERO QUESTION. JUST QUICK ONE. I TRIED , I KNOW YOU SAID THE PROVISIONAL, UH, UH, DESIGNATIONS ARE GOING OUT TODAY OR MUST HAVE GONE OUT TODAY. DO YOU PLAN TO PUT OUT AN AGGREGATE LEVEL BREAKDOWN ANYTIME SOON OF THERE HAVE BEEN SOME PRESENTATIONS IN THE PAST, IF THERE'S AN UPDATE AND IF AS YOU WORK THROUGH THE AUDIT PRESS PROCESS, DO YOU PLAN TO KIND OF POST AN UPDATED NUMBER AT SOME CADENCE? MONICA, WE, YEAH, WE'LL, WE'LL SHARE IT, UH, TBD WHEN AND WHAT FORM. WE'LL SHARE IT, BUT WE UNDERSTAND THE DESIRE. THANKS. ALRIGHT, ANY OTHER QUESTIONS? YES, SHANNON, THIS MAY HAVE BEEN WHAT MONICA WAS ASKING, BUT I COULDN'T QUITE UNDERSTAND THE CLASSIFICATION THAT ERCOT SENDING OUT OF BATCH ZERO PROJECTS TO THE TSPS TODAY. COULD WE SOON GET AN AGGREGATE RESPONSE OR AGGREGATE SUMMARY OF THAT THAT JUST SIMPLY AS SIMPLE AS THIS, HERE'S HOW MANY BATCH ZERO ONES, UH, MET, UH, THE REQUIREMENT AND, AND THEN HERE'S HOW MANY OR BASE LOAD ONES AND THEN HOW MANY STUDIED AND ALLOCATED SOMETHING THAT AGGREGATED. YOU ALREADY KNOW IT, YOU'RE CON YOU'RE SHARING IT WITH THE TSPS. THAT SHOULD BE THE LEAST AMOUNT OF WORK TO DO. I THINK WE UNDERSTAND THE ASK. THERE'S A SENSITIVITY OF HOW IS THAT ROLLED OUT AND THE CONTEXT AROUND WHICH IS, AND THE PUC, THE BOARD AND EVERYBODY ELSE AROUND THAT PIECE. IT'S NOT JUST FLIPPING SOMETHING OUT, SAY, HEY, HERE'S, WE CLOSED IT YESTERDAY AND HERE IT'S, YEP. SO IT'S UH, SOME WORK TO BE DONE. YOU PUT ALL YOUR CAVEATS AROUND IT, WHICH IS WHY IT'LL TAKE SOME TIME. YEP. ALRIGHT. OTHER QUESTIONS I CAN'T ANSWER. ALRIGHT. ALL RIGHT. HEARING NONE. THANK YOU. HEY, MATT. MATT, ONE, ONE QUESTION, SPEAKING OF AGGREGATION, UM, JUST CURIOUS, IT, IT WOULD BE A POSSIBLE TO SHARE HOW MANY, UH, LOADS SIGNED UP FOR WPON VERSUS PCLR, JUST TO GAUGE INTEREST ON WHERE PEOPLE ARE HEADING, AT LEAST FOR BATCH ZERO MAY NOT BE RELEVANT FOR BATCH ONE, BUT THAT MAY GUIDE WHERE WE SPEND TIME ON. THAT'S A GOOD POINT. SO FOR EXAMPLE, HEAD OF WORKSHOP NUMBER TWO, IT'D BE NICE TO KNOW BATCH ZERO HAD THIS CARVE OUT HOW MANY PEOPLE ARE LEVERAGING THAT DESIGN FACILITY FOR WL PUNS AND PCL. OKAY. SO NOTED. ALRIGHT, OTHER QUESTIONS? ALRIGHT, WELL THANK Y'ALL. WE STAND ADJOURNED. THANKS FOR THE HELP TODAY. * 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.