* 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.
          WELL, 
          [00:00:01]
GOOD MORNING. 
          THERE'S QUITE A BUZZ IN THE ROOM. 
          WHAT'S EVERYONE EXCITED ABOUT FOOTBALL'S? IS IT THE TENNESSEE GAME? IT'S THE BOARD MEETINGS, THE PC MEETING. 
          THERE'S SO MUCH GOING ON. 
          IT'S EXCITING TIMES HERE AT ERCOT. 
          UH, GOOD MORNING. 
          I'M MATT MARINAS. 
          UM, AND WE'LL GET FIRED UP HERE. 
          UM, AS WE 
          [1. Antitrust Admonition]
GET READY TO START, JUST A REMINDER, THE ANTITRUST ADMONITION, I'LL THROW ON THE SCREEN. 
          UH, FOR THOSE OF YOU THAT ARE IN THE ROOM THAT YOU HAVEN'T BEEN TO ONE OF THESE, THE WAY WE RUN QUESTIONS IN THE ROOM IS TO BE LOGGED INTO THE WEBEX AND THEN TO PUT YOUR QUESTION INTO THE CHAT. 
          YOU CAN EITHER TYPE YOUR QUESTION IN THE CHAT OR JUST SAY, I HAVE A COMMENT, AND THEN WE WILL MANAGE THE QUEUE. 
          AND JANICE ASON FROM ERCOT WILL BE THE ONE HELPING ME WITH THAT TODAY. 
          UM, WE'RE A LITTLE LATE GETTING INTO THE ROOM BECAUSE IT'S SUCH A BIG AGENDA. 
          HOW ARE WE GONNA GET THROUGH IT TODAY? YOU MAY ASK. 
          WELL, I'M GONNA DRIVE IT A LITTLE BIT. 
          UH, THERE WILL BE TIMES WHEN WE MAY WANT TO KEEP TALKING ABOUT THINGS THAT WE'RE NOT GONNA SOLVE TODAY, AND WE'RE GONNA NEED TO BE ABLE TO MOVE THROUGH. 
          UM, SUCCESS AT THE END OF THE DAY FOR ME IS THAT WE HAVE BEEN ABLE TO SEE AND UNDERSTAND THE VARIOUS COMPONENTS THAT ARE IN PLAY. 
          THAT MAY BE ERCOT PROPOSALS, THAT MAY BE MARKET PARTICIPANT PROPOSALS, THAT MAY BE DIFFERENT WAYS OF PLANNING AND STUDYING THINGS. 
          WE WILL NOT SOLVE EVERYTHING TODAY. 
          SO THERE WILL BE POINTS AT WHICH I NEED TO CUT US OFF AND MOVE ON. 
          UH, BE THINKING ABOUT THIS IS, THIS IS THE THING THAT'S KEEPING ME UP AT NIGHT, WHICH IS LAME. 
          IT'S NOT REALLY KEEPING ME UP, BUT HOW DO WE MOVE FORWARD OFF THIS? I HAVE A COMBINED WORKSHOP MARCHING FORWARD, IT FEELS LIKE IN OCTOBER. 
          THERE'S TOO MUCH STUFF TO TALK ABOUT IN THE PLANNING REALM AND THE BATCH REALM. 
          UM, SO LONG STORY SHORT, I THINK WE SHOULD PROBABLY HAVE TWO SEPARATE MEETINGS IN OCTOBER JUST TO BE ABLE TO, YOU KNOW, GIVE EVERYTHING THE SPACE IT NEEDS TO KIND OF BE VETTED. 
          MY MY HOPE TODAY WAS TO START TO NARROW THINGS DOWN TO, IT FEELS LIKE THE FUNNEL'S GONNA GET WIDER BEFORE IT GETS MORE NARROW. 
          UH, AND SO I THINK IN OCTOBER WE'RE GONNA NEED SOME EXTRA TIME ON THAT. 
          SO I'LL BE THROWING UP SOME DIFFERENT TIMES, UH, AT THE END OF THE MEETING AND MAYBE GOING INTO THE LUNCH BREAK. 
          BUT, UH, MID-OCTOBER HAS A, A DECENT WEEK FOR MEETINGS. 
          THE LAST WEEK IN OCTOBER HAS A LOT OF AVAILABILITY. 
          FIRST WEEK IS CLOSED, THIRD WEEK IS HAMMERED. 
          SO REALLY IT'S THAT SECOND OR FOURTH WEEK AND OR IF WE WANT A CARPOOL WITH SOMEONE NICE, LIKE LLWG AND BOB WHITMEYER. 
          SO THERE ARE FORMS THAT WE COULD BOLT ONTO AND SAY, WHAT DOES IT TAKE TO USE AN EXISTING MEETING, UH, AND THEN EXTEND INTO THAT. 
          SO, UM, I THINK THAT'S MY PUBLIC SERVICE ANNOUNCEMENT. 
          I'M ANTICIPATING THAT WE GET THROUGH, UM, THE FIRST COUPLE ITEMS IN 20 MINUTES AS WE BRING JEFF, UH, BILLOW UP. 
          HE'S GONNA WALK THROUGH THE BATCH SURVEY RESULTS, AND THEN HE'S ALSO GONNA GO THROUGH ERCOT HAS HAD SOME MORE THOUGHTS AND THINGS AND SHARE THOSE NEW THOUGHTS AND THESE ERCOT UPDATES. 
          AND THEN WE'RE GONNA GET TO THE NEW STAKEHOLDER CONCEPTS. 
          AND SO I'VE BEEN WORKING WITH, UH, RA, UM, AND BASE POWER. 
          UH, EVERYONE'S GONNA GET 10 TO 15 MINUTES. 
          I'D LIKE TO BE THROUGH. 
          THIS IS WHERE IT'S GONNA GET TOUGH. 
          EVERYONE'S GONNA HAVE A ZILLION QUESTIONS, BUT THE GOAL IS REALLY 90 MINUTES FOR THIS. 
          LET'S DO 10 TO 15 MINUTES, FIVE MINUTES QUESTIONS, MOVE ON TO THE NEXT ONE. 
          AND THERE'S, UH, THEIR MATERIALS HAVE, WERE POSTED ALSO. 
          AND THEN I'M GUESSING AT 12 OR 1230 IS MY GUESS IS WHEN WE CAN TAKE A LUNCH. 
          IT'LL BE A 45 MINUTE LUNCH. 
          WE'LL COME BACK ON THE BATCH TRANSPARENCY DISCUSSION. 
          UH, AND THEN WE WILL LET CHRISTIE'S GONNA DO THE HEAVY LIFT ON THE, UH, COMPREHENSIVE TRANSMISSION PLAN AND ALL THE DIFFERENT CHANGES AROUND THAT. 
          SO, UM, AT THE END OF THE MEETING, AGAIN, I'LL COME BACK TO WHETHER OR NOT WE GO WITH SEPARATE MEETINGS. 
          UM, I WAS ALMOST GETTING A READ IN THE ROOM. 
          DOES SEPARATE MEETINGS SOUND LIKE A GOOD IDEA ALREADY? YES. 
          YES. 
          OKAY, THEN IF YOU HAVE TO LEAVE, I GOT IT. 
          UH, WE WILL FIGURE THAT OUT. 
          UH, IF YOU COULD BE THINKING ABOUT GOOD DATES AND BAD DATES, THAT WOULD BE INTERESTING. 
          OKAY. 
          WELL, LET ME GET TO THE SLIDES. 
          THERE ARE A LOT OF THEM TODAY, SO I POSTED A VERSION TWO THIS MORNING. 
          OH, DOWNLOAD FILE. 
          ALL RIGHT. 
          ALL RIGHT. 
          . 
          UH, MATT, MATT, I'M SORRY. 
          THIS IS, I'M SORRY TO INTERRUPT AND GO. 
          YEAH, CHRIS, GO AHEAD. 
          UM, YOU JUST SAID THAT YOU POSTED A VERSION TO THIS MORNING. 
          IT WOULD BE REALLY HELPFUL FOR THOSE OF US THAT HAVE SPENT A LOT OF TIME LOOKING AT VERSION ONE TO KNOW WHAT YOU'VE CHANGED BETWEEN THE TWO PAGES. 
          YES, I AGREE. 
          CHRISTIE, LET ME, UM, ACTUALLY, IF IT'S, I HAVE A LITTLE, OH, THIS IS NOT THE VERSION TWO. 
          LET ME REFRESH THIS. 
          OH, THERE IT IS. 
          OKAY. 
          I DID PUT RED LINES IN THE TITLE SLIDE. 
          SO SLIDE FOUR WAS A PLUS HOLDER SLIDE. 
          [00:05:01]
SO IF YOU LOOKED AT IT YESTERDAY, IT WAS A BIG BLANK AND IT SAID TO BE COMPLETED. 
          SO THAT WAS COMPLETED. 
          AND THEN THE SLIDE 74 GRAPHIC WAS EDITED. 
          SO THOSE ARE THE ONLY TWO CHANGES, JUST, ALRIGHT. 
          ALRIGHT. 
          SO 
          [3. PUCT Project 58481 Update]
CHRISTINA SWITZER, CAN I BRING YOU TO THE FRONT OR YOU CAN PRESENT FROM BACK THERE IF YOU'D LIKE. 
          ALRIGHT. 
          AND I GAVE CHRISTINA 10 MINUTES FOR THIS. 
          Y'ALL MAY WANNA MAKE IT MUCH LONGER, BUT, UH, I, I'M GONNA KEEP IT AT 15 IF WE CAN. 
          GOOD MORNING EVERYBODY. 
          CHRISTINA SWITZER WITH ERCOT LEGAL. 
          UM, AND YES, I'M THE REASON THE SLIDES HAD TO BE REPOSTED, 'CAUSE , I WAS A LITTLE LATE WITH MY 58 41 UPDATE. 
          UM, SO WE JUST, SO THE, THE COMMISSION, UM, ADOPTED THE RULE FOR 58 4 81 AT THE SEPTEMBER 18TH OPEN MEETING. 
          UM, I THINK THIS WAS ALL A RULE. 
          WE'VE ALL EAGERLY AWAITED. 
          IF YOU LIVED THROUGH THE BATCH STUDY WORKSHOPS, YOU'LL REMEMBER, UM, WE BUILT A LOT OF ER 1 45 OFF, UH, KIND OF THE EARLIER VERSIONS. 
          THE PROPOSAL FOR PUBLICATION VERSION OF 58 41, WHICH IS NOW 25 1 94, AND IT WILL BE EFFECTIVE OCTOBER 8TH, I BELIEVE, UM, IS THE EFFECTIVE DATE. 
          BUT THE WAY, YOU KNOW, I, I WOULD ENCOURAGE EVERYBODY TO LOOK AT THIS IS, UM, AND THROUGH THE, THROUGH THE RULE THE COMMISSION, YOU KNOW, IF YOU'RE GOING THROUGH THE PREAMBLE, THERE ARE THINGS THAT THE COMMISSION LOCKED IN WITH THE, WITH 58, 4 81 AND THE INTERCONNECTION STANDARDS. 
          AND YOU CAN SEE THAT THEY WERE TRYING TO CREATE, YOU KNOW, A STANDARDIZED PROCESS THAT APPLIES TO ALL LARGE LOADS. 
          THEY SET FORTH THE APP APPLICABILITY CRITERIA IN A SECTION AS WELL AS, UM, WILL APPLY TO THE NEW LOADS AND EXPANDED LOADS AND, UM, SET FORTH THIS PROCESS THAT I THINK LOOKS A LOT LIKE THE PROCESS WE ESTABLISHED FOR BATCH. 
          BUT THERE ARE SOME DIFFERENCES WHERE THEY TRIED TO PUT IN MORE RULES AROUND THE COMMUNICATION BETWEEN ERCOT, TSPS AND DSPS AND THEN THE CUSTOMERS. 
          AND THEY KEPT THE BATCH AND THEY KEPT THE REFINEMENT, THEY KEPT THE INTERMEDIATE AGREEMENT, WHICH WAS NOT PART OF BATCH ZERO, BUT WAS SOMETHING WE TALKED ABOUT THROUGHOUT THE STAKEHOLDER PROCESS AS WELL AS THE, UH, REQUIREMENT TO ENTER INTO AN INTERCONNECTION AGREEMENT. 
          AND THIS IS PROBABLY ONE OF THE NEWER PIECES, UM, THAT THE COMMISSION IS GOING TO ESTABLISH A PRO FORMA STANDARD LARGE LOAD INTERCONNECTION AGREEMENT IN A SEPARATE RULE MAKING. 
          UM, I THINK THEY POSTED A UPDATED SB SIX IMPLEMENTATION GUIDE, UM, KIND OF FLOW EARLIER THIS WEEK THAT SAID THEY PLAN TO POST THE STANDARD LARGE LOAD INTERCONNECTION AGREEMENT IN OCTOBER AND HOPE TO ADOPT THAT BY MARCH SO THAT IT WOULD BE IN PLACE BEFORE WE REACH THE END OF THE BATCH ZERO INTERCONNECTION STUDY. 
          AND, UM, LARGE LOADS WILL BE ABLE TO ENTER INTO THAT AGREEMENT WITH THE TSPS AND DSPS THEN FOR BATCH ZERO. 
          UM, SO JUST WALKING THROUGH THE PROCESS FLOW, UM, THERE'S KIND OF THIS, AGAIN, A DEFAULT PIECE OF THE PROCESS. 
          THERE'S, THERE'S THE THINGS THAT ARE LOCKED IN. 
          THERE'S THE THINGS THAT ARE SORT OF DEFAULT THAT WE CAN CHANGE THROUGH THE STAKEHOLDER PROCESS. 
          AND THEN THERE ARE THINGS THAT THE COMMISSION REALLY LEFT OR COTTON STAKEHOLDERS TO WORK THROUGH TOGETHER FOR THE INTERCONNECTION STANDARDS. 
          SO THIS IS THE PROCESS FLOW, AND I'LL TRY TO POINT OUT WHERE SOME OF THE KIND OF DEFAULT PIECES ARE THAT CAN BE CHANGED THROUGH THE STAKEHOLDER PROCESS VERSUS THOSE THINGS THAT ARE SORT OF LOCKED IN. 
          UM, SO THE, THE START IS THE ILE SENDS THE REQUEST TO THE T-S-P-D-S-P. 
          UM, THAT'S SOMETHING IN THE RULE. 
          THE COMMISSION SAID, YOU KNOW, ERCOT AND STAKEHOLDERS COULD WORK TOGETHER TO CHANGE THAT. 
          SO A CUSTOMER COMES TO ERCOT FIRST, OR IF WE HAVE THE PORTAL, OR WHEN WE HAVE THE PORTAL SET UP, PERHAPS THAT COMES INTO BOTH ERCOT AND THE T-S-P-D-S-P AT THE SAME TIME THEN THE I LILLIAN TSP ENTER INTO THE INTERMEDIATE AGREEMENT. 
          AND WE LAID OUT SOME OF THE REQUIREMENTS OF THAT AGREEMENT BELOW, INCLUDING THE A HUNDRED, UH, A HUNDRED THOUSAND DOLLARS STUDY FEE PAID TO THE TSP AND DSP. 
          AND THE COMMISSION ALSO SAID THAT ERCOT COULD ESTABLISH A SEPARATE STUDY FEE. 
          IT STILL PAID TO THE T-S-P-D-S-P AND THEN REMITTED TO ERCOT. 
          THE FINANCIAL SECURITY FOR SYSTEM UPGRADES IS THE 50 K PER MEGAWATT, WHICH WAS, UH, THE SAME AS FOR BATCH ZERO. 
          AND THEN THERE'S THE SAME SORT OF DISCLOSURES THAT YOU'D SEE IN BATCH ZERO. 
          UM, WE PUT IN SECTION NINE SEVEN OF PIGGER 1 45. 
          UM, THEY ARE EXPANDED AND MODIFIED SOMEWHAT. 
          ONE OF THE NEW DISCLOSURES IS AROUND WATER USAGE. 
          SO THAT'S A, A NEW PIECE OF THAT. 
          BUT ALL OF THOSE WOULD BE, UM, PART OF THAT INTERMEDIATE AGREEMENT. 
          AND THEN WITHIN 60 WORKING DAYS, THE TSP OR DSP HAVE TO INFORM ERCOT THAT THE ILE HAS ENTERED INTO THIS INTERMEDIATE AGREEMENT AND THAT WOULD PUT THEM IN LINE TO JOIN THE, UH, BATCH OR BATCH INTERCONNECTION STUDY HERE AT ERCOT. 
          [00:10:01]
IT DOESN'T MEAN THAT ERCOT HAS TO, I WANNA BE CLEAR, IT DOESN'T MEAN THAT ERCOT WOULD START THE STUDY WITHIN 60 DAYS. 
          IT'S THAT THE TSP OR DSP HAVE TO TELL ERCOT WITHIN 60 DAYS. 
          I THINK THOSE ARE, UM, THAT'S ANOTHER ONE THAT WE, WE AS STAKEHOLDERS AND ERCOT COULD WORK TOGETHER TO MODIFY KIND OF THAT PART OF THE PROCESS AS WE ESTABLISH THE WINDOWS FOR THE BATCHES GOING FORWARD. 
          AND THEN YOU'LL SEE WITHIN, UM, BUILT INTO IT ARE THESE FIVE WORKING DAY UPDATE REQUIREMENTS. 
          UM, I THINK THE COMMISSION WAS TRYING TO ESTABLISH BETTER COMMUNICATION BETWEEN THE ILES, THE TSPS, DSPS AND ERCOT. 
          SO YOU'LL SEE THIS FIVE WORKING DAYS IS BUILT IN. 
          BUT AGAIN, THAT'S SOMETHING THAT I THINK THAT'S A DEFAULT AND WE CAN CHANGE AS WE BETTER FORMALIZE WHAT THE PROCESS IS GOING FORWARD. 
          UH, SO, UH, ONCE ERCOT INITIATES THE STUDY, THEN WE'LL PROVIDE UPDATES THROUGHOUT IF THERE ARE QUESTIONS, AND THEN WE GET TO THE POINT WHERE ERCOT RELEASES THE, UM, RESULTS OF THE INTERCONNECTIONS STUDY AND WE'LL INFORM STUDY LOADS WHAT THEIR TRANSMISSION CAPACITY IS. 
          AND THEN THERE'S 60 WORKING DAYS TO EXECUTE THAT PRO FORMA AGREEMENT. 
          AND THAT PRO FORMA AGREEMENT WILL INCLUDE, UM, SECURITY KAYAKING, CASH AND AGREEMENT TO PAY THE LARGE LOAD MINIMUM BILLING DEMAND. 
          THE MINIMUM BILLING DEMAND WILL BE ESTABLISHED IN A SEPARATE RULE MAKING THAT'S ONGOING 58,000. 
          SO YOU'LL SEE WITHIN 58 41 DEFINITELY ESTABLISH SOME THINGS, BUT THERE'S STILL SOME OPEN QUESTIONS ABOUT THAT INTERCONNECTION AGREEMENT, PROFORMA INTERCONNECTION AGREEMENT, AND THE MINIMUM BILLING DEMAND. 
          UM, I'D ALSO SAY WITHIN THE, THE COMMISSION SAID THEY WOULD DO WITHIN THE STANDARD LARGE LOAD INTERCONNECTION AGREEMENT IS BETTER TO FIND THE ROLES OF THE TSPS AND DSPS IN THIS PROCESS AS WELL. 
          SO THAT'S STILL TO COME. 
          AND THEN I WAS GONNA HIGHLIGHT A FEW OTHER TOPICS. 
          UM, AGAIN, THE RULE REALLY IT'S, IT'S REALLY TO CREATE A STANDARDIZED PROCESS. 
          SO THE COMMISSION WAS A, WAS CLEAR THAT IT APPLIES TO ALL TYPES OF LOADS, UM, INDUSTRIAL, UH, DATA CENTERS, CRYPTO, AS WELL AS, UM, THE CO-LOCATED LOADS, THE NET METERING LOADS. 
          THERE AREN'T DIFFERENT REQUIREMENTS BUILT INTO THAT, BUT I THINK THE COMMISSION WAS ALSO SIGNALING THAT WE COULD COME UP WITH SOME DIFFERENT RULES, UH, WITHIN THE STAKEHOLDER PROCESS. 
          UM, THERE'S ALSO NOW, UM, THERE'S REQUIREMENT THAT THE ILE HIT CERTAIN MILESTONES WITHIN THEIR ENERGIZATION SCHEDULE, AND IF THEY DON'T, THEY COULD LOSE THE ALLOCATED CAPACITY. 
          UH, THE REFUND TERMS ARE NOW SET FOR THE FINANCIAL SECURITY FOR BOTH BATCH ZERO AND GOING FORWARD, UM, CURTAILMENT IS CONSIDERED OUTSIDE OF THE RULE. 
          UM, THEY ALSO MAKE CLEAR THAT COMPETITIVELY SENSITIVE INFORMATION WILL BE TREATED AS PROTECTED INFORMATION UNDER THE ERCOT PROTOCOLS. 
          AND, UM, EVERY STEP WITHIN THIS PROCESS IS NOW SUBJECT TO THE AUDIT AND VERIFICATION PROCESS THAT WE ARE ALL GOING THROUGH RIGHT NOW. 
          SO THOSE ARE MY UPDATES ON 58 41 AND BATCH ZERO GOING FORWARD, OR THE BATCH PROCESS GOING FORWARD. 
          I GOTTA STOP SAYING BATCH ZERO, IT JUST FLOWS OFF THE TONGUE NOW, BUT, UM, THERE'S ALSO JUST THIS LAST BOX HERE, SOME IMPLICATIONS FOR BATCH ZERO. 
          UM, AND THE, YOU KNOW, I THINK THE COMMISSION HAD SAID THAT THEY WOULD SET THE REFUND TERMS. UM, SO THOSE ARE NOW SET AND WE ARE LOOKING AT THAT RIGHT NOW AND STILL DIGESTING HOW AND WHAT WE'LL NEED TO CHANGE IN BATCH ZERO BASED ON THE COMMISSION RULE. 
          SO WITH THAT, I'LL TAKE ANY QUESTIONS. 
          YEAH, SO I WAS MULTITASKING IF CHRISTINA DIDN'T SEE IT. 
          THE IDEA IS WITH 5 8 4 8 1 BEING INKED LAST WEEK, THE IDEA IS NOW OR APPROVED, IS TO GET THE BATCH ZERO CHANGES BAKED IN HERE. 
          HOPEFULLY BY THE END OF THE YEAR IS WHAT WE'D LIKE TO SEE FROM A PLANNING GUIDE SLASH WHATEVER REVISION REQUEST THAT LOOKS LIKE. 
          AND THEN AGAIN, FOLDING INTO THE BATCH ONE PLUS, UH, CTP PIECES. 
          UH, SO YOU HAVE TWO QUESTIONS COMING IN AND UM, YEAH, WE'LL TRY TO SPEAK LOUDLY IN THE ROOM. 
          WE UNDERSTAND ONLINE IT SOUNDS LIKE THERE'S PROBLEMS. OUR IT FOLKS HAVE SAID IT'S TURNED ALL THE WAY UP IN THE ROOM. 
          UH, SO IF WE NEED TO ADJUST AT LUNCH, WE WILL. 
          UM, OKAY. 
          EVAN NEIL AND THEN LILIA BE READY. 
          GO AHEAD EVAN. 
          HEY CHRISTINA. 
          UM, THANKS FOR THE OVERVIEW. 
          I JUST HAD A QUESTION ABOUT THE INTERACTION BETWEEN THE NEW S-L-L-I-A AND THE LOADS THAT, UM, ARE ON SCHEDULE TO BE ENERGIZED BEFORE BATCH ZERO, UH, CONCLUDES OR, OR, YOU KNOW, THINGS THAT WERE IN THE QSA, HOW ARE WE THINKING THAT'S GONNA PLAY OUT? YEAH, I THINK WE'RE STILL DIGESTING HOW THAT WILL PLAY OUT WHAT THE REQUIREMENTS IN 58 4 81 ARE OR NOW 25 1 94 AND BATCH ZERO. 
          SO THAT'S, THAT'S PART OF THE DISCUSSION THAT WE'LL NEED TO HAVE OVER THE NEXT COUPLE OF, I GUESS NEXT MONTH OR SO. 
          OKAY. 
          SO, SO JUST TO BE CLEAR, A LOT OF PEOPLE ARE ASKING ABOUT THIS. 
          SO FOR LOADS THAT ARE ON SCHEDULE TO ENERGIZE MAYBE END OF THIS YEAR, EARLY NEXT YEAR, 
          [00:15:01]
IS THE THOUGHT RIGHT NOW THAT THEY'LL STILL BE ABLE TO ENERGIZE ON THAT SCHEDULE OR ARE WE GONNA FIND OUT MAYBE IN THE NEXT MONTH, WHETHER TRUE OR NOT? I THINK, I THINK THAT'S SOMETHING WE'LL NEED TO DISCUSS OVER THE NEXT MONTH AS WE LOOK AT WHAT THE REQUIREMENT IS FOR LOADS AND BATCH ZERO TO EXECUTE THE S-L-L-I-A. 
          OKAY. 
          THANK YOU. 
          APPRECIATE IT. 
          MM-HMM . 
          YEAH, AND I REALIZE I PROBABLY SHOULD HAVE LED WITH THIS. 
          THE IDEA WOULD BE IF WE HAVE A DEDICATED BATCH WORKSHOP IN THREE WEEKS, WE CAN GO A LOT DEEPER INTO THIS. 
          AGAIN, CHRISTINA HAS, SHE'S HER WALKING AROUND PAPERS AND ALL THE TABS ON IT IS A LOT. 
          SO AGAIN, WE'LL DO OUR BEST TO ANSWER SOME QUESTIONS, BUT IT'S GONNA BE BEST SERVED AT ANOTHER WORKSHOP. 
          SO, UH, LILIA, GO AHEAD. 
          THANK YOU, CHRISTINA. 
          THE, WELL, THE AIR STUDY FEE WILL BE ON TOP OF THE TSP STUDY FEE, CORRECT? CORRECT. 
          I THINK THAT'S THE WAY THE RULE SETS IT OUT IS IT'S A HUNDRED K PER MEG, OR NO, SORRY, A HUNDRED K FLAT FOR THE T-S-P-D-S-P, BUT WE WILL BE ABLE TO ESTABLISH A SEPARATE ERCOT FEE THAT'S A FLAT FEE AS WELL. 
          OKAY, THANK YOU. 
          AND THEN WHEN IT SAYS WORKING DAYS THROUGH THAT PRESENTATION, DOES THAT MEAN BUSINESS DAYS, CORRECT? I BELIEVE SO, BUT I NEED TO GO BACK AND DOUBLE CHECK. 
          OKAY. 
          THIS WILL BE JUST IMPORTANT TO KNOW IF IT'S CALENDAR DAYS OR BUSINESS DAYS. 
          I DON'T THINK WORKING DAYS, UM, IT'S VERY CLEAR. 
          SO THAT WOULD BE APPRECIATE IT. 
          AND THEN WHEN WILL ERCO UPDATE PLANNING SECTION NINE TO IMPLEMENT THESE PROJECT CHANGES? YEAH, I THINK THAT'S WHAT MATT WAS JUST SPEAKING TO THAT WE'LL, WE'RE GONNA TRY TO HAVE THAT, UM, AT LEAST FOR BATCH. 
          ANYTHING THAT IMPLICATES BATCH ZERO, WE TRY TO HAVE BY THE END OF THE YEAR. 
          AND THEN, UH, GOING FORWARD IT WILL BE PART OF THE CTP BATCH, UH, SET OF REVISION REQUESTS. 
          OKAY. 
          THANK YOU. 
          ALL RIGHT, THANKS LI. 
          UH, BILL BARNES THEN BROTH ONE CLARIFYING QUESTION, UM, ON THEN ONE RELATED TO THE MINIMUM BILLING DEMAND, THE KAYAK WILL BE INVOICED SEPARATELY AND CAN'T BE FUNDED THROUGH DRAWING DOWN THE POSTED SECURITY. 
          THAT'S WHAT IT, I BELIEVE THAT'S RIGHT. 
          IT'S, IT'S PAID IN CASH. 
          OKAY. 
          AND IT IS SEPARATE AND THEY'RE GOING TO DEFINE WHAT A, WHAT THE DIRECT INTERCONNECTION COSTS THAT ARE RELATED TO THE KAYAK R IN A DIFFERENT, I THINK IN THE MINIMUM BILLING DEMAND PROCEEDING. 
          UM, OKAY. 
          OR IT COULD, YEAH, THAT THEY'RE GOING TO DEFINE SYSTEM UPGRADES AND DIRECT INTERCONNECTION COSTS THAT WILL THEN FLOW INTO HOW THESE COSTS ARE CALCULATED FOR KAYAK. 
          AND THANK YOU. 
          AND THEN THIS NEXT QUESTION, WHICH MAY NOT BE UH, UH, RELEVANT TO THIS AND MAYBE IN THE OTHER PROJECT, BUT THE MINIMUM BILLING DEMAND, WHICH IS INCLUDED AS IN THE, UM, S-L-L-I-A, THE AMOUNT THERE'LL BE SOME EITHER SECURITIZATION, UH, REQUIREMENT TO POST SOME TYPE OF SECURITY TO COVER THAT AMOUNT, WHICH, UH, IS CURRENTLY DESIGNED AS 20 YEARS. 
          WE'RE JUST CURIOUS HOW YOU ESTIMATE 20 YEARS OF REVENUE REQUIREMENT ON THE TRANSMISSION SIDE. 
          LIKE HOW DO YOU DETERMINE THE AMOUNT THAT WE NEED TO POST OR PAY AS PART OF THE INTERCONNECTION AGREEMENT FOR THE MINIMUM BILLING DEMAND FOR A EXTENDED PERIOD OF TIME IN THE FUTURE? MAYBE THAT'LL GET ADDRESSED IN A DIFFERENT YEAH, I THINK THAT WILL BE ADDRESS, THAT'LL BE SOMETHING WE'LL DISCUSS IN FUTURE. 
          OKAY. 
          AND I GUESS THE COMMISSION WILL BETTER DEFINE TOO IN 58,000. 
          GREAT. 
          THANK YOU. 
          ALRIGHT, UH, BROTH? YES. 
          CAN YOU ALL HEAR ME? YES. 
          LOUD AND CLEAR. 
          AWESOME. 
          SO THIS IS GREAT. 
          UH, I'M JUST TRYING TO UNDERSTAND THE FIRST FEW BLOCKS HERE. 
          UH, WHY DOES IT TAKE, UH, 60 WORKING DAYS FOR THE TSPS, UH, TO DO AN INTERMEDIATE AGREEMENT AND THEN LIKE TRY TO ALSO UNDERSTAND  INITIATING INTERCONNECTION STUDIES AND THE FIVE WORKING DAYS AND THOSE THREE BLOCKS IN THERE? UH, ARE THEY SIMPLY SAYING THAT YES, YOU'RE PART OF BATCH ONE? WHAT ARE THOSE THREE BLOCKS IN BETWEEN HERE? YEAH, SO THESE WERE THE DEFAULT THAT THE COMMISSION INCLUDED IN THE PROCESS, UM, THAT I THINK WERE MEANT TO ADDRESS CONCERNS THAT THEY HAD HEARD FROM STAKEHOLDERS, THAT THERE WASN'T ENOUGH TRANSPARENCY OR CLARITY AROUND THE PROCESS. 
          UM, AND THOSE COMMUNICATIONS BETWEEN THE TSPS AND ERCOT AND ILLE. 
          SO I THINK THEY WERE TRYING TO PUT SOME DEFAULT, UM, DAYS IN THERE. 
          UM, I CAN'T SPEAK TO WHY IT'S 60 WORKING DAYS. 
          UM, I THINK THAT'S, THAT'S THE DEFAULT. 
          I THINK WE COULD CREATE SOMETHING DIFFERENT. 
          I THINK THERE'S FLEXIBILITY FOR THAT. 
          AND THEN THE FIVE WORKING DAYS, AGAIN, I THINK IT WAS, IT WAS, UM, SETTING A, A DEFAULT REQUIREMENT IN THERE THAT THE, ANYTIME THE INFORMATION IS FLOWING BETWEEN TSPS AND ERCOT AND THE ILE, THAT THERE'S A SET DEADLINE TO RESPOND AND MAKE SURE EVERYONE'S UPDATED ON THOSE COMMUNICATIONS. 
          GOT IT. 
          AND I DO THINK THOUGH, THAT THIS 60 PLUS 15 DAYS SHOULDN'T BE PLAYING 
          [00:20:01]
INTO THE BATCH TIMELINE BECAUSE THESE ARE DONE BEFORE THE BATCH STUDY, RIGHT? SO THERE IS A WAY THAT WE ALL CAN GO TO THE TSPS, UH, WAY BEFORE AND GET THESE AGREEMENTS SENT ACROSS TO OUR CART. 
          SO, UH, YEAH, THAT WILL, IF THESE 75 WORKING DAYS ARE PLAYING INTO BAD STUDY TIMELINES, I THINK WE SHOULD REALLY THINK ABOUT, UH, HOW CAN WE OPTIMIZE THAT. 
          I ALSO SAY, YOU KNOW, THE COMMISSION ALSO, UM, TALKED ABOUT IN THE RULE, IT'S, THEY DIDN'T PUT IT INTO THE RULE DIRECTLY AS A REQUIREMENT, BUT THEY ALSO HAVE TO OPEN THAT THERE MAY BE OTHER KINDS OF STUDIES THAT SCREENING STUDIES OR FACILITY STUDIES THAT ARE DONE BEFORE A LOAD ENTERS INTO THE, THE BATCH STUDY. 
          SO THAT MAY BE PART OF THE 60 DAYS WAS ALLOWING TIME FOR THAT. 
          BUT I AGREE THOSE ARE, THOSE ARE DEADLINES AND PIECES THAT WE SHOULD BUILD INTO THIS PROCESS GOING FORWARD. 
          OKAY. 
          THANK YOU. 
          VERY GOOD, SHANNON. 
          AND THEN HARSH, I'VE GOT A QUESTION AND A COMMENT. 
          OKAY. 
          I'LL START WITH THE QUESTION FIRST AND THEN FOLLOW UP WITH THE COMMENT. 
          THE, IN, YOU KNOW, THE BLOCKS, I GUESS IT'D BE THREE, FOUR, AND FIVE. 
          THE, THE ONES THAT ARE IN THE MIDDLE, UM, THAT HAVE THE FIVE DAYS UNDER EACH OF THEM, IT'S QUESTIONED, UH, JEFF AND CHRISTIE, WHAT, WHAT ARE Y'ALL PLANNING TO DO INSIDE OF THOSE BLOCKS? IF THE BATCH PROCESS ITSELF IS THE BLOCK TO THE RIGHT, IS IT YOU'RE PLANNING TO, YOU KNOW, ARE YOU JUST LOOKING AT THIS FROM A LOCAL UPGRADE STANDPOINT? WHAT, WHAT WILL YOU BE, UH, SEEKING TO ACCOMPLISH INSIDE OF THOSE BLOCKS IF YOU ARE REALLY SAVING THE BATCH PROCESS, THE COMPREHENSIVE NATURE OF IT FOR WHAT WOULD BE THE SIXTH BLOCK UP THERE? DOES, DOES THE QUESTION FIRST I'LL START OUT WITH DOES THE QUESTION MAKE SENSE? SORRY, SHANNON, WHICH, WHICH BLOCK ARE YOU REFERRING TO? SO THE ONE THAT, UH, STARTS WITH INTERCONNECTING T-S-P-D-S-P SUBMIT TO ERCOT TO INITIATE INTERCONNECTION STUDY THAT BLOCK THE NEXT BLOCK AND THE ONE AFTER IT, SINCE THIS WOULD BE PRE-B BATCH ONE AT THIS POINT, UH, WHAT WILL ERCOT BE SEEKING TO DO INSIDE OF THOSE THREE BLOCKS WHEN THE, THE NEXT BLOCK, THE BATCH STUDY ONE IS YOUR ALL IN ONE COMPREHENSIVE STUDY BLOCK. 
          DO YOU SEE WHAT I'M SAYING? JEFF, BEFORE YOU ANSWER, I THINK THAT IF WE COULD REDO THIS SLIDE, I WOULD EXPAND THE ERCOT BATCH STUDY TO THE FIRST THAT ERCOT INITIATES INTERCONNECTION STUDY. 
          SO I THINK THAT THAT'S ALL PART OF THE BATCH STUDY, THOSE THREE BLOCKS AND IT'S THE, THE THIRD BLOCK THAT ERCOT BATCH STUDIES UNDER. 
          THAT'S THE, THE POINT AT WHICH WE GIVE THE RESULTS OF THE INTERCONNECTION STUDY OR THE BATCH STUDY. 
          OKAY, THAT'S HELPFUL. 
          YEAH, SO IT'S REALLY LIKE BLOCKS THREE, OR EXCUSE ME, FOUR, FIVE AND SIX ARE ALL PART OF THE BATCH STUDY IS THE WAY Y'ALL ARE THINKING ABOUT IT. 
          WE JUST MADE THIS DIAGRAM LAST NIGHT. 
          WE'RE TRYING TO FIGURE IT OUT. 
           I MEAN THAT THAT, THAT'S FINE. 
          THAT'S WHY I WAS POSTED AT EIGHT 30 THIS MORNING. 
          SO IT REALLY WORRIES. 
          NO, I THINK IT'S HELPFUL. 
          SO, UM, I'LL MAKE A LITTLE COMMENT ON THAT AND THEN MOVE ON TO, WHAT WAS MY OTHER COMMENT? I GUESS THE THING TO THINK ABOUT ON THAT IS, UM, HOW DO WE, HOW DO WE TAKE WHAT WAS ALMOST DISORDERLY, UM, COMING IN, YOU KNOW, THE TRANSITION FROM P ONE 15 INTO BATCH ZERO, HOW DO WE MAKE IT TO WHERE IT'S ORDERLY ON THAT? AND I, I PRESUME THAT'S WHAT Y'ALL ARE LOOKING FOR AS WELL. 
          UM, SO JUST BETTER UNDERSTANDING THAT AS Y'ALL FLESH IT OUT WILL BE HELPFUL. 
          AND THEN THE OTHER COMMENT THAT I WANTED TO, TO MAKE IS INCENTIVES. 
          ACTUALLY, BELIEVE IT OR NOT, THEY, THEY CHANGE PEOPLE'S BEHAVIOR. 
          AND SO BACK TO MY, UM, NOT CAUSING CHAOS, IN OTHER WORDS, TRYING TO HAVE SOMETHING ORDERLY. 
          I THINK THERE'S SOME YOU WANT TO AVOID, UM, A LAST SECOND RUSH BECAUSE THE LAST SECOND RUSH IS WHAT WE LIVED THROUGH FOR MONTHS AND MONTHS AND MONTHS BACK EARLIER IN THE YEAR. 
          I THINK TSPS WON, AVOID THAT. 
          ERCOT WANTS TO AVOID THAT AND ILES DO AS WELL. 
          SO THE BLOCK UP HERE, BET UH, NUMBER TWO WHERE IT'S ENTERS INTO INTERMEDIATE AGREEMENT, THE, I THINK THERE'S VALUE IN HAVING SOME TIME INSIDE OF THAT SECOND BLOCK FOR THE, UH, ILLE TO SUBMIT THEIR STUDY FEE TO THE TSP AND BEGIN LOCAL STUDIES JUST TO UNDERSTAND LOCALLY WHAT NEEDS TO BE DONE FLESHING OUT QUALITATIVELY WHAT CIC FOR THAT 
          [00:25:01]
MAY LOOK LIKE BETTER UNDERSTANDING WHAT YOU'RE, YOU WANT TO HAVE THE ABILITY FOR SOME THINGS TO GET SCREENED OUT. 
          JUST BAD, BAD SPOTS GET SCREENED OUT EARLY. 
          AND IF YOU'RE POSTING THE 50,000 MEGAWATTS SECURITY WHEN WE SIGN THE, THE INTERMEDIATE AGREEMENT, WHICH I UNDERSTAND THAT'S IN THE RULE, I WOULD THINK ABOUT THAT BEING AT THE BACK END OF THAT BLOCK ITSELF. 
          UM, BECAUSE AT THAT POINT YOU'RE INFORMED ENOUGH TO REALIZE, OKAY, I THINK WE'VE GOT A GOOD SPOT HERE, OR THE TSPS TELLING ME THERE'S SIGNIFICANT TROUBLE WITH THIS SPOT AND I, IT'D BE BETTER TO SHUT THAT DOWN AND MOVE SOMEWHERE ELSE. 
          DOES THAT MAKE SENSE? I THINK THAT MAKES SENSE AND I THINK THAT'S SOMETHING THAT THE COMMISSION WAS LEAVING THE DOOR OPEN TO IN THE, IN THE FINAL ROLE. 
          SO THEY DIDN'T WANNA PREDEFINE WHAT KIND, WHAT STUDIES MIGHT BE DONE AT THOSE EARLIER POINTS. 
          UM, WHAT THAT THE TSP WOULD BE DOING OR WHAT THE TIMELINE IS FOR THAT. 
          BUT I THINK WE CAN DEFINITELY BUILD THAT INTO THE PROCESS. 
          AND WHAT'S, I REALIZE WHAT'S ALSO MISSING FROM THIS IS THE REFINEMENT STUDY. 
          SO, UM, THE BATCH STUDY AND THEN THERE'S THE REFINEMENT STUDY AFTER THAT IS NOT ON HERE. 
          SO THAT'S AFTER THE S-L-L-I-A IS EXECUTED AND FUNDED AND THEN REFINEMENT. 
          EXCELLENT. 
          THANK YOU. 
          ALRIGHT, AND A COUPLE MORE QUESTIONS THEN WE'LL MOVE ON. 
          UM, HARSH, THE APPLICABILITY SECTION OF 5 8 4 8 1 INCLUDES SITES THAT ARE EXCEEDING 75 MEGAWATTS FOR THE FIRST TIME. 
          SO YOU COULD BE ADDING JUST 10 MEGAWATTS OF LOAD AND THIS WOULD APPLY, THE 5 8 4 81 RULES APPLIES. 
          DO YOU PLAN TO ALIGN THAT WITH THE BATCH STUDY CRITERIA OR KEEP 'EM SEPARATE? I THINK WE WILL ALIGN THEM WITH FUTURE BATCH. 
          SO IN FUTURE, ANY SITE THAT EXCEEDS 75, REGARDLESS OF HOW MUCH LOAD THEY'RE ADDING, THEY WILL HAVE TO GO THROUGH BATCH. 
          I, YEAH, THAT'S HOW I THINK SOMETHING TO CONTINUE TO DIGEST, BUT I THINK THAT'S HOW IT'S SET OUT IN THE RULE AND WHAT WE WOULD BE REQUIRED TO FOLLOW. 
          THANK YOU. 
          UH, NEXT UP IS HAYNES. 
          THANK YOU. 
          UM, COUPLE QUICK QUESTIONS JUST AROUND THE, UM, CLAWBACK OF OR OR LOSS OF ALLOCATED CAPACITY ON THE MILESTONES IF IS, THERE ARE THE MILESTONE DATES, AND THIS IS REALLY SPECIFIC TO BATCH ZERO OBVIOUSLY ARE THE BATCH ZERO RULINGS HAVE PUSHED OUT SIGNIFICANTLY AND THAT COULD IMPACT THE, ESPECIALLY FOR STUFF THAT'S DELIVERING, YOU KNOW, CALL IT 2029 SOONER. 
          UM, YOU KNOW, UNTIL WE GET FINAL CLARITY AROUND WHO'S GETTING WHAT AND WHAT ALL THAT LOOKS LIKE ON, ON CERTAIN PROJECTS, THE DATES MAY PUSH BACK JUST BASED ON DELIVERY TIMELINES. 
          IS THERE AN ABILITY TO RECONCILE THE RAMP IN THE STANDARD LARGE LOAD INTERCONNECTION AGREEMENT JUST TO PUSH OUT THE FINAL ENERGIZATION SO THAT YOU'RE NOT VIOLATING THE MILESTONES JUST TO RECONCILE FOR THE TIME THAT HAS BEEN, UM, LOST OVER THE LAST, OR, YOU KNOW, HAS BEEN ADDED OVER THE LAST YEAR AND A HALF? YEAH, I THINK THAT'S A GOOD QUESTION AND SOMETHING WE CAN LOOK AT AS WE THINK ABOUT WHAT WE NEED TO CHANGE FOR BATCH ZERO. 
          OKAY. 
          AND I THINK THE OTHER ITEM WITH THAT IS, IN MY READING OF THE RULE, IT'S NOT CLEAR WHAT HAPPENS IF THE UTILITY IS DELAYED IN PROVIDING THE INTERCONNECTION. 
          SO IF THE TSP FAILS TO GET YOU POWER BY THOSE DATES, THE WAY IT READS TO ME, IT'S NOT CLEAR THAT THAT LIKE, DO THE MILESTONES NATURALLY PUSH OUT? LIKE HOW DOES THAT AFFECT, IS THERE A WAY TO, IS THERE A WAY TO RECONCILE THE MILESTONES BASED ON WHAT'S HAPPENING IN REAL LIFE? AND I, AND I GET THE IDEA IS TO AVOID ANYONE BEING ABLE TO JUST RESERVE CAPACITY. 
          AND I, I AGREE WITH THAT CONCEPT WHOLEHEARTEDLY, BUT YOU KNOW, THE REALITIES ON THE GROUND DON'T ALWAYS MATCH PERFECTLY WITH THE IDEA ON PAPER. 
          YEP. 
          I THINK THESE ARE, UM, THESE ARE ALL THE QUESTIONS WE WANNA BRING TO THE TABLE. 
          SO, UM, I ENCOURAGE EVERYBODY TO DO THIS, THIS READING OF 58 4 81 OVER THE NEXT WEEK SO THAT WHEN WE COME BACK TOGETHER WE CAN HAVE THESE GET INTO THESE DISCUSSIONS IN DETAIL. 
          ALRIGHT, SO THERE'S TWO QUESTIONS THAT WERE TYPED IN. 
          UM, AND THEN WE'LL SWITCH SPOTS CHRISTINA. 
          SO, UM, THE FIRST COMMENT WAS, IS THERE A TIMING REQUIREMENT FOR TSPS TO COMPLETE THE STUDIES WITHIN THE 58 41 CONSTRUCT THAT YOU OBSERVED? I THINK IS IT'S SET RIGHT? WELL, I GUESS I'D ASK WHICH STUDIES. 
          UM, SO THERE'S NOT A DEFINED TIMELINE FOR ERCOT TO, AS I READ IT, UM, COMPLETE THE BATCH STUDY. 
          NOW THIS IS MORE MAYBE PRE PEAK. 
          THIS IS ONE, I MEAN, I THINK THAT MAYBE WHERE THAT 60 DAYS COME INTO PLAY. 
          SO I GUESS IT DEPENDS IF THERE'S SOMETHING THAT THE TSP IS DOING BEFORE THEY ENTER THE INTERMEDIATE AGREEMENT. 
          I DID NOT SEE A TIMELINE BUILT IN FOR THAT. 
          UM, BUT ONCE THAT INTERMEDIATE AGREEMENT'S ENTERED INTO, THEN IT'S THE 60 WORKING DAYS TO BRING IT TO ERCOT. 
          VERY GOOD. 
          AND THEN THE LAST ONE IS HOPEFULLY IS JUST RIGHT OVER AN EASY ONE. 
          IS THIS APPLICABLE ONLY TO THE 75 AND MEGAWATTS AND HIGHER LOADS? RIGHT. 
          THEY DIDN'T CHANGE THE DEFINITION OF A LARGE LOAD. 
          ALRIGHT, THANK YOU CHRISTINA. 
          THANKS. 
          IT'S 
          [00:30:01]
SWITCH SPOTS WITH YOU AND OFF WE GO. 
          ALRIGHT. 
          ALRIGHT, 
          [2. Update on CTP/Batch1+]
SO WE'LL MOVE ON FAIRLY QUICK. 
          QUICK NOTE, I, I'VE VOICED OVER THESE PRETTY MUCH. 
          SO THE LAST WORKSHOP WE TALKED ABOUT THE INITIAL SCOPING OF WHAT'S THE WORLD OF, UM, THE COMPREHENSIVE TRANSMISSION PLAN. 
          AND AGAIN, IT'S INCLUSIVE OF THE BATCH STUDY. 
          AGAIN, TO US, STUDIES ARE STUDIES, THEY ALL ARE GONNA FIT TOGETHER AND THAT'S WHY WE'VE SCOPED THIS ALL TOGETHER. 
          UM, THANK YOU FOR THE RESPONSE TO THE SURVEYS. 
          WE HAD, UH, 74 SURVEY RESPONSES. 
          UH, WHAT WE'VE DONE IS WE'VE WOVEN THOSE RESPONSES INTO THE, UM, THOSE THEMES AS WE HIT 'EM TODAY AND WALK THROUGH, WHETHER IT'S THE BATCH PROCESS, THE MODEL BUILDING PROCESS, OR THE STUDIES THEMSELVES, WE'LL, UH, WALK THROUGH THE RESULTS IN THOSE AREAS. 
          AND THEN WE'RE COMPARING YOUR FEEDBACK INTO HOW TO FOLD THESE SUGGESTIONS IN NOT SO MUCH TODAY, BUT JUST GOING BACK TO THE SHOP HERE AND THEN CONTINUE TO ENGAGE IN WORKSHOPS ON HOW TO, UM, YOU KNOW, REFINE THESE ELEMENTS. 
          UH, AGAIN, WE'RE IN THE STAKEHOLDER WORKSHOP PROCESS BEFORE WE GET TO ANY REVISION REQUESTS AND THE BOARD. 
          AND SO I PURPOSELY BLOCKED OUT, UM, YOU KNOW, WORKSHOP NUMBER 3, 4, 5 FOR NOW. 
          MAINLY JUST THE WORKSHOP THREE. 
          AGAIN, WE'LL PROBABLY SPLIT THOSE INTO TWO PIECES. 
          AND WITH THAT I'M 
          [4. Batch Study focus session]
GONNA TURN IT OVER TO JEFF. 
          WE'RE HOPING FOR HIM TO COVER THROUGH HIS PART IN AN HOUR. 
          UH, AND THEN THAT LEAVES US AN HOUR AND A HALF FOR ALL THE MARKET PARTICIPANTS TO GIVE THEIR PIECES PARTS. 
          ALRIGHT, MAKE JANICE A CO-HOST REAL QUICK. 
          OKAY, THAT'S ME. 
          THAT WAS USER ERROR. 
          OH, WOW. 
          I DID SOMETHING BAD. 
          OKAY, THERE, SIR. 
          OKAY, THANK YOU JEFF. 
          THANK, ALL RIGHT, THANKS MATT. 
          OKAY, SO, UH, WHAT I'M COVERING IS ESSENTIALLY THE, UH, BATCH, UH, PORTION OR MOST OF THE BATCH PORTION OF THE, UM, AGENDA TODAY. 
          I, OKAY. 
          SO, UH, FIRST THANKS EVERYONE WHO PARTICIPATED IN THE SURVEY. 
          I THINK WE HAD 74 PARTICIPANTS IN THIS SURVEY, SO APPRECIATE THAT, UM, GIVE US A LOT OF GOOD FEEDBACK. 
          UM, I'M NOT, I'M NOT GONNA READ THROUGH THE TAKEAWAYS. 
          THIS IS FOR YOU TO PRESENT TO YOUR MANAGEMENT AFTER THE MEETING. 
          UH, WE'LL, WE'LL DIVE INTO THE DETAILS HERE. 
          UH, SO THE FIRST QUESTION WE ASKED WAS IN REGARDS TO THE POINT OF INTERCONNECTION AND, AND WHO SHOULD IDENTIFY THE POINT OF INTERCONNECTION? UH, NOT, NOT A LOT OF SUPPORT FOR DSPS OR ERCOT. 
          UM, IT, UH, IT SEEMED TO BE THAT TSPS FAVORED TSPS, UH, PROVIDING THAT ILES WERE KIND OF SPLIT BETWEEN TSPS AND ILES. 
          UM, UH, DETERMINING WHAT, WHAT SHOULD BE THE POINT OF INTERCONNECTION FOR A NEW LARGE LOAD. 
          UH, I SHOULD HAVE PROBABLY PUT, UH, ONE DISCLAIMER ALSO UP FRONT IS THAT I THINK WE, WE JUST GOT THE SURVEY RESULTS BACK ON MONDAY, I THINK. 
          SO WE'RE, WE'RE STILL DIGESTING THESE. 
          UM, AND, AND SO SOME OF THESE I MAY HAVE SOME COMMENTARY ON OTHERS I MAY NOT HAVE A LOT OF COMMENTARY ON BECAUSE WE'RE, WE'RE STILL THINKING ABOUT THE RESULTS. 
          SO, UH, SO WITH THAT, I'LL, I'LL KEEP GOING. 
          UM, AND THEN WE ALSO ASKED, UH, SO, SO THE IDEA, UM, BEHIND THIS QUESTION WAS, IF YOU REMEMBER AT THE, THE LAST WORKSHOP, WE PRESENTED A LITTLE FLOW CHART REGARDING HOW WE ARE ENVISIONING THE BATCH ONE PROCESS, UH, BATCH ONE AND, AND, AND GOING FORWARD, UH, STUDIES HOW, HOW THAT PROCESS WILL WORK IN, IN TERMS OF INTAKE AND, AND STARTING THE PROCESS. 
          UM, AND, UM, AND, AND SO IF A TSP IS PROVIDING THE POINT OF INTERCONNECTION, IF THEY'RE, UH, SUBMITTING THE MODELING DATA, THIS WOULD BE, I THINK BLOCKS THREE AND FOUR, UH, OR PART OF BLOCKS THREE AND FOUR, IF YOU REMEMBER THAT DIAGRAM FROM THE, UM, THE 31ST WORKSHOP. 
          UH, HOW, HOW LONG SHOULD IT TAKE? UH, IT SEEMED LIKE MOST RESPONSES SAID, UH, ABOUT 30 DAYS ROUGHLY IS, IS ABOUT HOW LONG THAT SHOULD TAKE. 
          UH, BUT IF THERE ARE MORE COMPLICATED, UM, SITUATIONS, THEN IT, IT, IT COULD TAKE, UH, LONGER THAN THAT. 
          AND, AND WE NEED TO ALLOW SOME FLEXIBILITY AROUND THAT. 
          UM, WE, WE ALSO ASKED WHAT SORT OF, UM, PRE-MATCH FEASIBILITY SHOULD BE DONE. 
          UH, SHOULD, SHOULD, UH, TSP SHOULD, SHOULD WE JUST, UH, PROVIDE OR TSPS JUST PROVIDE THE POINT OF INTERCONNECTION, OR SHOULD THERE BE MAYBE A HIGHER, SLIGHTLY HIGHER THAN THAT? AND, AND SORT OF LAYOUT HERE, HERE'S KIND OF WHAT THE MINIMUM AMOUNT 
          [00:35:01]
OF TRANSMISSION UPGRADES WOULD TAKE TO CONNECT YOU OR KIND A MORE, UH, A LOCAL SCREENING STUDY, UM, EITHER REQUIRED OR OPTIONAL. 
          UM, AND IT SEEMED LIKE, UH, FOLKS WERE, YOU KNOW, PRETTY SUPPORTIVE OF, YOU KNOW, AT LEAST DO A POINT OF INTERCONNECTION AND MAYBE A MINIMUM AMOUNT OF, UH, YOU KNOW, WHAT, WHAT THAT INTERCONNECTION IS, UH, TO, TO GET THAT LOAD CONNECTED. 
          UM, AND, AND I, I THINK YOU'LL HEAR MORE ABOUT THIS, UH, WE'RE GONNA, UH, HOPEFULLY TRY TO HAVE SOMETHING AT THE, THE, UM, OCTOBER, THE NEXT WORKSHOP THAT WE DO ON THE, UM, THE, UH, WE CALL THE, THE PLATFORM THAT, UM, I, I THINK WE'RE CALLING IT, UH, LEO THE, UH, LOAD INTERCONNECTION, UH, OPERATING, AND I CAN'T REMEMBER WHAT THE OTHER O STANDS FOR, BUT, UH, IT'S ESSENTIALLY THE, THE LARGE LOAD VERSION OF RIO IS, UH, THE, THE PLATFORM THAT FOLKS WILL GO IN TO, UM, UH, YOU KNOW, SUBMIT YOUR INFORMATION, UM, UPDATE INFORMATION THAT, THAT SORT OF THING. 
          AND, AND SO WE ASKED A, I THINK THIS IS AN OPEN-ENDED QUESTION, IS WHAT, WHAT SORT OF, UH, FEATURES WOULD YOU LIKE TO HAVE IN THAT PLATFORM? AND, AND, UM, WE, UH, THERE WERE DEFINITELY SOME, YOU KNOW, UH, THESE WERE THE THEMES THAT, DEFINITELY SOME THEMES THAT KIND OF ROSE UP TO THE TOP. 
          UH, AND, AND ONE WAS, UH, THAT THERE SHOULD BE SOME AUTOMATION OF THE MILESTONES. 
          UH, AND IF, IF A TSP OR IF A IOE IS, UH, GETTING CLOSE TO A DEADLINE OR, OR THEY MISS A DEADLINE, THEN THERE WOULD BE SOME AUTOMATIC ALERTS THAT WOULD BE, UM, SENT OUT. 
          UH, WE NEED TO MAKE SURE THAT THE RESPONSIBILITIES ARE EXPLICIT, THAT IT'S REALLY CLEAR WHO HAS THE RESPONSIBILITY AND WHAT ARE THE DEADLINES. 
          UH, AND, AND THE TOOL SHOULD, SHOULD LAY THAT OUT. 
          UM, THE, UH, TOOL SHOULD ALSO CAN TRACK WHEN, WHEN THINGS WERE ENTERED, SO WE CAN GO BACK AND SEE WHEN, WHEN DID SOMEONE SUBMIT THEIR APPLICATION, WHEN DID SOMEONE UPDATE AND CHANGE INFORMATION IN THE APPLICATION. 
          UH, WE, WE SHOULD BE ABLE TO, UH, DO HAVE AN AUDIT TRAIL OF THAT. 
          UM, AND, AND THEN ALSO, UH, THERE SHOULD BE ROLE-BASED ACCESS. 
          AND, AND SO IF YOU, UM, WANT TO, UM, YOU KNOW, ASSIGN CERTAIN PARTS OR, OR IF A, MAYBE A DSP HAS CERTAIN INFORMATION THAT THEY NEED TO PUT IN IN THERE AND IT, AND MAYBE THERE'S A DIFFERENT TSP THAN, THAN THOSE ROLES AND, AND WHO HAS ACCESS TO WHAT INFORMATION, UH, SHOULD BE CLEAR, UM, AND, AND ALLOW THAT, THAT SORT OF FUNCTIONALITY. 
          UM, AND THEN ALSO, UH, I THINK WE, WE FOUND THROUGH, UM, BATCH ZERO IS THAT USING AN EMAIL SYSTEM IS PAINFUL AND, UH, EMAILS SOMETIMES GET LOST OR THEY GET CAUGHT IN SPAM FILTERS. 
          OR SOMETIMES IF YOU SEND OR, OR CAUGHT A FILE THAT IS LARGER THAN I THINK 30 MEGABYTES AND IT GETS FILTERED OUT, UM, THAT, THAT, THAT IS NOT A GOOD SYSTEM THAT WE NEED TO, WITHIN THE SYSTEM BE ABLE TO DO MESSAGING, UM, AND, AND, UM, AND, AND MANAGEMENT OF DIFFERENT TASKS WI WITHIN THE PLATFORM ITSELF. 
          AND SHOULD NOT HAVE TO RELY ON EMAIL. 
          MAY, MAYBE EMAIL MIGHT BE A BACKUP TO SEND ALERTS, BUT THE EMAIL ITSELF IS, IS NOT THE, UH, SHOULD NOT BE PRIMARY. 
          UM, AND THEN, UM, UH, FOLKS WANNA KNOW KINDA WHERE, WHERE THEY'RE AT IN THE PROCESS AND, AND WHERE, WHERE YOU'RE AT, UM, UH, YEAH, IN, IN THE PROCESS. 
          THAT SHOULD BE CLEAR. 
          UM, AND, AND THEN ALSO THAT, YOU KNOW, THROUGHOUT THE ENTIRE PROJECT LIFECYCLE LIFECYCLE, THAT THIS IS A TOOL THAT WILL BE USED THROUGHOUT THE ENTIRE LIFECYCLE. 
          SO IT'S NOT JUST FOR THE APPLICATION THAT THIS WILL BE A TOOL THAT YOU'LL, YOU'LL BE ABLE TO SEE, SEE, EVEN AFTER THE LOAD IS OPERATIONAL, YOU, YOU'LL BE ABLE TO TRACK THE, UM, APPROPRIATE INFORMATION THROUGH THE ENTIRE LIFE CYCLE OF IT. 
          UM, SO LIKE I SAID, I THINK THIS, UM, WE HAVE A, A, UM, PROJECT FOR THIS, UH, THAT, UH, I THINK THE FIRST PHASE WE'RE SHOOTING FOR END OF THE YEAR, UH, DECEMBER FOR GO LIVE ON THE FIRST PHASE. 
          UM, UH, THERE WILL BE MULTIPLE PHASES. 
          AND SO I THINK SOME OF THE FUNCTIONALITY, UH, SOME, SOME FUNCTIONALITY YOU, YOU YOU'LL SEE IN THE INITIAL PHASE. 
          UH, BUT THEN WE WILL BE ROLLING OUT ADDITIONAL FUNCTIONALITY AS, AS WE GO FORWARD. 
          UH, DON'T HAVE A LOT OF DETAILS TO SHARE ON THAT TODAY, BUT WE'RE HOPING, UH, PERHAPS AT THE NEXT WORKSHOP THAT WE'LL BE ABLE TO SHARE A LITTLE BIT MORE. 
          UM, AND, AND THEN, UM, AT THE, UH, LAST WORKSHOP, UH, THERE WERE CERTAIN, UH, ASPECTS, UH, THAT WERE, UM, AS WE'RE GOING THROUGH BATCH ZERO, THERE WERE PARKING LOT ITEMS ON HOW TO HANDLE DIFFERENT SITUATIONS AS, AS WE MOVE FORWARD. 
          UM, AND, UH, WE, WE HAD SOME PROPOSALS AT THE LAST WORKSHOP, I THINK GENERALLY. 
          SO WE ASK QUESTIONS ON, ON EACH OF THOSE THREE PROPOSALS GENERALLY, I THINK FOLKS WERE, UH, SUPPORTIVE OF THE, UM, THE PROPOSALS THAT WE HAD. 
          UH, AND, AND I, I KNOW WE HAD SOME, UM, OPEN QUESTIONS ON THESE WHERE YOU COULD TYPE IN IF YOU HAD A DIFFERENT IDEA. 
          I, I HAVE NOT HAD A CHANCE TO LOOK AT THOSE YET. 
          SO, UM, I, IF I, YOU HAD A BRILLIANT IDEA AND I'M NOT SPEAKING TO IT JUST 'CAUSE I HAVEN'T GOT TO THAT YET. 
          SO, UM, UH, WE'LL, WE'LL BE, 
          [00:40:01]
UH, DIVING INTO THOSE AS WE, UM, HAVE A LITTLE BIT MORE TIME. 
          UH, OKAY. 
          UM, HAD A LOT OF DISCUSSION ON, UM, THE BYOG ENHANCEMENTS. 
          UH, THESE FIRST TWO SLIDES HERE ARE, I THINK JUST A COPY PASTE FROM THE WORKSHOP IN AUGUST. 
          I'M, I'M NOT GONNA GO THROUGH THESE, BUT IF YOU REMEMBER, IF YOU WERE AT THAT WORKSHOP, WE HAD, UM, 17 DIFFERENT, UH, BYOG ENHANCEMENTS THAT, UH, FOLKS HAD PROPOSED TO US. 
          I THINK IT WAS ALMOST ALL WERE FROM STAKEHOLDERS. 
          I THINK THERE MAY BE BEEN A COUPLE THAT, UM, ERCOT HAD, UH, THAT, THAT WE HAD LOOKED AT AND, AND PUT ON THE LIST, BUT MOSTLY IT WAS, UM, YOU KNOW, ONES THAT, THAT THROUGHOUT THE BATCH WE WERE PROCESS, THESE WERE IDEAS THAT WE COLLECTED, UH, THAT, UH, THAT, THAT Y'ALL HAD IDEAS ON. 
          UM, BUT ALSO STATED IN AUGUST IS THAT, UH, WE DO NOT HAVE THE ABILITY TO IMPLEMENT ALL 17 OF THESE FOR BATCH ONE. 
          UH, AND THE REASON FOR THAT IS THAT THERE ARE, YOU KNOW, PROBABLY SIX TO 10 SMES WITHIN ERCOT, UH, THAT ARE GOING TO HAVE TO WORK AS A TEAM TO IMPLEMENT THESE. 
          AND THEY SIMPLY JUST DO NOT HAVE THE BANDWIDTH TO, TO IMPLEMENT ALL OF THESE. 
          UM, AND, UH, AT, AT LEAST NOT RIGHT NOW, MAY MAYBE OVER, UH, YOU KNOW, A COUPLE YEARS, BUT AT LEAST RIGHT NOW, THEY'RE NOT GONNA HAVE THE, THE BANDWIDTH TO DO THAT. 
          AND IT'S THE, THE, AND IT'S REALLY A, UM, THESE ARE CROSS-FUNCTIONAL TEAMS. SO, SO SOME OF THESE IDEAS THEY IMPACT, UH, INTERCONNECTION, CERTAINLY OPERATIONS, UH, PLANNING, MARKET OPERATIONS, SOMETIMES SETTLEMENTS AND, AND METERING. 
          UH, THERE'S A, A LOT OF, UM, YOU KNOW, KIND OF CROSS, CROSS-FUNCTIONAL IMPACTS WITHIN ERCOT TO IMPLEMENT SOME OF THESE. 
          UM, AND SO THAT, THAT SORT OF TEAM OF, OF PEOPLE, UH, THEY'RE GONNA HAVE TO FOCUS ON THESE. 
          AND SO THIS IS WHERE, UM, I'M, UM, GONNA BE KINDA LIKE THAT COACH THAT TOLD YOU TO STOP DRINKING SODA AND EATING POTATO CHIPS IS, I'M GONNA HAVE TO TELL YOU SOME HARD THINGS SO THAT IN THE END THAT WE CAN ALL GET WHAT WE WANT. 
          AND, AND THE REASON I'M SAYING THAT IS IF WE TRY TO, UM, IF WE TRY TO ALL, YOU KNOW, TRY TO GET ALL 17 OF THESE IN, WE'RE NOT GONNA GET ANY OF THEM IN. 
          AND SO I'M GONNA TRY TO GET US LEAN SO THAT WE ARE ABLE TO IMPLEMENT THE ONES THAT, UH, THAT WE THINK THAT WE CAN IMPLEMENT AND THAT ARE IMPORTANT TO THE MARKET. 
          UM, AND MY MOTHER KIND OF, UM, WHI US ON THAT IS THAT, UM, SO E EVERY IT, WE DID THE SURVEY, UM, EVERY SINGLE ONE OF THESE GOT, I THINK THE, THE LOWEST WAS AT LEAST TWO VOTES. 
          THAT MEANS AT LEAST TWO PEOPLE ON EACH OF THESE, THIS WAS ONE OF THEIR TOP PRIORITIES. 
          UM, WHAT WE HAVE SEEN IS THAT SOMETIMES IF ORCUTT DOES NOT, IS NOT ABLE TO WORK ON SOMETHING, THEN YOU ALL WILL TRY TO ON YOUR OWN, WRITE YOUR OWN LANGUAGE. 
          UM, AND I, I DON'T MEAN THIS TO BE INSULTING OR I DON'T MEAN TO TALK DOWN TO ANYONE, BUT Y'ALL AREN'T VERY GOOD AT THAT. 
          UM, BE, AND IT'S NOT, NOT THAT YOU'RE NOT, UM, YOU'RE JUST AT A DISADVANTAGE, RIGHT? BECAUSE THESE, A LOT OF THESE, THEY, THEY GO ACROSS DIFFERENT TEAMS. UM, AND, AND SO WHEN YOU TRY TO WORK ON YOUR OWN AND, AND DEVELOP YOUR OWN LANGUAGE, UH, SOMETIMES THAT'S HELPFUL. 
          BUT IN THE CASE WHERE YOU GET INTO THESE, UH, KIND OF COMPLEX THINGS WHERE IT'S IMPACTING PLANNING AND OPERATIONS AND MARKET OPERATIONS, THEN, UH, YOU, WE REALLY NEED THAT TEAM WITHIN ERCOT TO FOCUS ON WRITING THAT LANGUAGE AND COMING UP WITH, UH, THE BEST LANGUAGE THAT WE CAN. 
          UH, AND SO IF YOU WRITE YOUR OWN LANGUAGE, AND THEN WE HAVE TO TAKE THAT TEAM AND THOSE SMES AND HAVE THEM SPEND TIME FIXING YOUR LANGUAGE, AND IT'S TAKING THEM AWAY FROM DOING THIS. 
          AND SO IF YOU, YOU MAY THINK THAT YOU'VE GOT A GREAT IDEA, UM, AND YOU WANNA TRY TO PROPOSE, BUT WE, WE MAY TELL YOU THAT, HEY, WE, THAT YOU DON'T LIKE THE IDEA, BUT WE'RE GONNA HAVE TO PUT THAT TO THE SIDE SO THAT WE CAN, UM, UH, YOU KNOW, KIND OF FOCUS ON GETTING, UH, THE, THE TOP PRIORITIES DONE. 
          OKAY. 
          OKAY. 
          SO, UH, WITH THAT, UM, HERE'S THE SURVEY RESULTS THAT CAME BACK ON THAT. 
          UM, SO, UM, THEY KIND OF ORDERED LEFT TO RIGHT ON THE, SO WE, WE ASKED TWO QUESTIONS. 
          SO WE ASKED, ONE IS NEAR TERM, WHAT, WHAT IS YOUR PRIORITY? WHAT ARE YOUR TOP FOUR, UH, OF, OF THESE BYOG ENHANCEMENTS THAT ARE IMPORTANT TO YOU? UM, AND, UH, AND, AND SO THIS IS A RESULT. 
          AND THE SECOND QUESTION WAS KINDA LONGER TERM. 
          WE KNOW SOME OF THESE MAY BE A LITTLE HARDER TO IMPLEMENT LONGER TERM. 
          WHAT WHAT ARE YOUR TOP PRIORITIES? UH, AND, AND SO LEFT, LEFT TO RIGHT, THIS IS HOW THE, UH, SURVEY, UH, CAME OUT. 
          AND THEN JUST TO SUMMARIZE, UM, FROM A SHORT TERM PERSPECTIVE, THE, UM, THE, THE TOP ONES, UH, CAME OUT TO BE THE, UH, W PUN EXIT PLAN. 
          UH, THIS IS SOMETHING THAT WE IDENTIFIED WHEN WE WERE DOING P 1 45, WAS THAT, UH, RIGHT NOW THE, THE LANGUAGE ALLOWS YOU TO BECOME A WL PUN. 
          UH, BUT IF THE TRANSMISSION SYSTEM IS UPGRADED DOWN, LET SAY A COUPLE YEARS DOWN THE ROAD, 
          [00:45:01]
AND THERE'S NO NEED FOR YOU TO BE A WL PUN, YOU JUST WANT TO BE A REGULAR OLD PRIVATE USE NETWORK, UH, THERE, THERE'S NO WAY TO, TO SAY, I NO LONGER WANT TO BE A W PUN. 
          I JUST WANT TO BE A PUN. 
          UH, AND, AND SO WE'VE GOTTA BUILD THAT PROCESS AROUND THAT. 
          AND SO THAT, THAT WAS ONE OF THE TOP PRIORITIES. 
          UM, AND THEN NUMBER SIX ON THE LIST IS, WAS, UH, THIS IS THE HIGHEST PRIORITY, UM, IN, IN TERMS OF WHAT STAKEHOLDERS, UH, GAVE US IN FEEDBACK, UH, PARTICULARLY THE, THE GENERATION COMMUNITY, UH, REALLY VOTED STRONG FOR THIS ONE. 
          THIS, THIS IS THE IDEA THAT A LARGE LOAD, UH, THAT IS, UH, INTERCONNECTING WITH A, IT'S CO-LOCATING WITH A GENERATOR. 
          UH, IF THAT GENERATOR, UM, IS ABLE TO SUPPLY ALL OF THAT LOAD AND THAT, THAT THAT LOAD IS NEVER NET CONSUMING FROM THE GRID, OR AT LEAST NOT UNTIL THE TRANSMISSION SYSTEM IS UPGRADED, UM, THEN THE, UM, THE THEN THAT LOAD, UH, CAN TAKE SORT OF A FAST PASS AND DOES NOT NEED TO WAIT TO GO THROUGH THE BATCH PROCESS BEFORE THEY SIGN AN INTERCONNECTION AGREEMENT AND, AND GET THEIR LOAD ALLOCATION THAT THEY CAN JUST GO THROUGH THE GENERATION INTERCONNECTION PROCESS. 
          UH, SO THAT COULD BE A, A KIND OF FASTER PATH FOR GETTING YOUR, YOUR LOAD CONNECTED. 
          UM, AND SO THAT, THAT ONE ROSE IS, IS A HIGH PRIORITY. 
          UM, AND ANOTHER ONE, UM, AND, AND I'LL TELL YOU, THIS ONE'S GONNA BE KIND OF HARD, UH, FROM OUR COP PERSPECTIVE, BUT, BUT THIS WAS, UM, THERE'S A LOT OF, LOT OF INTEREST IN, UM, I AM, I'M BRINGING MY OWN NEW GENERATION, UH, BUT THAT NEW GENERATION IS LOCATED AT A DIFFERENT SITE FROM WHERE MY LOAD IS. 
          UH, BUT I WANT TO GET SOME SORT OF CREDIT, UH, MAYBE TRAIN TRANSMISSION MEGAWATT ALLOCATION CREDIT. 
          THINK OF IT FOR BRINGING THAT NEW GENERATION THAT MAY MAYBE IS NOT MY SAME LOCATION. 
          MAYBE IT'S, IT'S DOWN THE STREET. 
          UM, AND THEN AN ANOTHER ONE, UH, AND THE, THE, THE OTHER, UH, ON THE NEAR TERM PRIORITIES, UH, THAT THAT ROSE TO THE TOP WAS ON THE, UM, UH, THE IDEA THAT, UH, A LOT OF LOADS ARE BRINGING, UH, BATTERIES WITH THEM, MAINLY FOR OPERATIONAL PURPOSES, UH, TO MEET BOTH THE DRIVE THROUGH OR THE UPCOMING, UH, UH, MEGAWATT VARIATION OSCILLATION STANDARD THAT, THAT WILL BE, UM, PROPOSING PRETTY SOON HERE. 
          UH, UM, THEY'RE BRINGING BATTERIES, BUT HOW DO I, HOW DOES ERCOT THINK ABOUT THOSE BATTERIES? AND THIS IS SOMETHING WE'VE, WE'VE INTERNALLY RECOGNIZED AS WELL, IS THAT WE NEED TO GIVE CLARITY ON IT. 
          IS THIS A, A CAPITAL ESR REGISTERED ESR, UH, BECAUSE SOME OF THESE ARE LARGE, UM, UH, AND, AND SO IS THAT AN ESR OR IS THAT SOMETHING ELSE, OR DOES ERCOT EVEN NEED TO REGISTER? DOES ERCOT EVEN NEED TO KNOW THAT IF REALLY THE ONLY REASON THAT THAT BATTERY IS THERE IS FOR THOSE OPERATIONAL REQUIREMENTS? UH, AND SO WE NEED TO PROVIDE CLARITY AROUND THAT. 
          UM, AND SO THAT, THAT WAS, THOSE WERE THE, THE TOP FOUR ON THE, UH, THE SHORT TERM LIST. 
          AND THEN LONG TERM, UM, THERE WAS, UH, UH, STRONG INTEREST IN THE ADDING NEW, ADDING GENERATION AT A, UM, WL PUN SITE IS, YOU KNOW, I, I HAVE A W PUN SITE. 
          I WANT TO ADD SOME MORE GENERATION THERE. 
          UM, IT, UH, THE NUMBER FIVE THERE IS, UH, WAS ALSO A LONG-TERM PRIORITY, WHICH IS, UM, IF YOU MEMBER IN BATCH ZERO, IF YOU ARE A W PUN, YOU GET A NUMBER FOR WHAT YOU CAN WITHDRAW FROM THE GRID. 
          AND, AND SO WE'LL LOOK AT KIND OF WORST CASE CONDITIONS AND SAY, OKAY, UNDER WORST CASE CONDITIONS, THE MAXIMUM YOU CAN WITHDRAW FROM THE GRID IS A HUNDRED MEGAWATTS, AND THAT A HUNDRED MEGAWATT LIMIT IS THERE, UH, 24 365, YOU, YOU'RE ALWAYS HAVE THAT, THAT A HUNDRED MEGAWATT LIMIT. 
          UM, THIS ITEM WAS, OKAY, CAN WE CALCULATE THAT IN REAL TIME? UH, SO RATHER THAN JUST SET IT AT A HUNDRED MEGAWATTS MAYBE IN REAL TIME OR CLOSE TO REAL TIME, WE CAN SET THAT, THAT WITHDRAWAL LIMIT. 
          AND SO THAT CAN VARY DEPENDING ON THE GRID CONDITIONS THAT DAY. 
          UM, AND THEN, UM, NUMBER EIGHT WAS, UM, ALSO A LONGER TERM PRIORITY IS, UH, THERE, THERE ARE SOME LOADS THAT ARE, UM, THAT THEY ARE BUILDING, UH, SORT OF OFF, OFF GRID. 
          SO THE LOAD'S NOT CONNECTED GENERATION IS NOT CONNECTED. 
          THEY HAVE THEIR OWN SORT OF MICROGRID IF, IF YOU WILL, UH, AND, AND THEY WANT TO TRANSITION THAT ENTIRE MICROGRID TO BE GRID CONNECTED. 
          UH, AND, AND SO THAT WAS A LONGER TERM PRIORITY. 
          UM, AND THEN ALSO ANOTHER LONGER TERM PRIORITY WAS THE, THE BYRG AT DIFFERENT LOCATIONS. 
          SO, UH, SO THAT, THAT, THAT'S HOW THE SURVEY CAME OUT. 
          UM, AGAIN, WE'RE, WE'RE STILL DIGESTING THIS. 
          UM, WE HAVE NOT AT, AT THIS POINT DETERMINED, UH, YOU KNOW, KIND OF WHAT, WHAT WE THINK WE CAN AND CAN'T DO, UH, FOR BATCH ONE, BUT WE'RE GONNA HAVE THOSE DISCUSSIONS INTERNALLY AND THEN WE'LL COME BACK, UH, AT A FUTURE WORKSHOP AND LET YOU KNOW, OKAY, B, BASED ON WHAT YOUR PRIORITIES ARE, BASED ON WHAT WE THINK WE CAN ACCOMPLISH HERE, HERE'S WHAT OUR PLAN IS GOING FORWARD. 
          ALRIGHT, JEFF, YOU HAVE A COUPLE QUICK QUESTIONS. 
          UH, BILL BARNES? YEP. 
          THANKS JEFF. 
          UH, YOU MAY HAVE TOUCHED ON THIS AT THE FIRST WORKSHOP, BUT SOME OF THESE ITEMS, UM, 
          [00:50:01]
WE WOULD THINK ARE REALLY MORE OPERATIONAL AND NOT REALLY RELATED TO THE BATCH PROCESS. 
          LIKE THE WL PUN DYNAMIC LIMITS IS REALLY HOW, UH, YOU SET OPERATING LIMITS IN REAL TIME. 
          I DON'T KNOW IF THAT'S A, COULD MOVE IN A SEPARATE PARALLEL PATH AS BATCH RELATED ITEMS. THAT'S ONE THOUGHT. 
          AND THEN YOU ANSWERED MY NEXT QUESTION, WHICH IS YOU'RE ALWAYS GONNA GET A TON OF IDEAS FROM STAKEHOLDERS WHEN YOU ASK OR NEVER SHORT ON IDEAS. 
          REALLY THE MAIN THING HERE IS WHAT CAN YOU ACTUALLY IMPLEMENT AT ERCOT? SO THAT'S ONE OF THE PIECES, KEY PIECES OF FEEDBACK THAT WE'RE LOOKING TO HEAR FROM YOU GUYS, WHICH SOUNDS LIKE WE'RE GONNA GET THAT AT AN UPCOMING WORKSHOP, SO APPRECIATE IT. 
          YEAH, YEAH, YEAH. 
          AND ALSO, I SHOULD GO BACK TO MY EARLIER COMMENTS. 
          SO DIDN'T MEAN TO BE A, UH, DEBBIE DOWNER. 
          I THINK WE, WE REALLY LIKE THE, THE IDEAS AND, AND THE THOUGHTS THAT, THAT Y'ALL PUT INTO IT. 
          I THINK, UM, WL POND WAS NOT, THAT WAS NOT AN ERCOT GENERATED IDEA. 
          I THINK Y'ALL CAME UP WITH THAT, UH, OR, OR AT LEAST AN EARLY VERSION OF THAT. 
          AND, AND YOU KNOW, AS, AS WE WORKED THROUGH THE BATCH SERIAL PROCESS, WE REFINE THAT INTO WHAT WE ACTUALLY WERE ABLE TO IMPLEMENT FOR BATCH SERIAL. 
          SO WE, WE LIKE THE IDEAS, UM, JUST WE CAN'T IMPLEMENT ALL OF THEM RIGHT, RIGHT AWAY. 
          SO, AND BILL, YOU DO BRING UP A GOOD POINT. 
          IF THERE'S SOME GOOD IDEAS HERE THAT WE WANNA TAKE BACK TO TAC AS PART OF OUR REPORT BACK TO SAY HERE'S SOMETHING FOR PEOPLE TO PURSUE, YOU'RE RIGHT. 
          TRANSITIONING TO A DYNAMIC MAY BE MORE OF AN OPERATIONAL THING, AND ONCE YOU HAVE IT, THEN THAT MAKES IT MORE ATTRACTIVE IN THE NEXT BATCH. 
          BUT YOU'RE RIGHT, IT'S, THAT MAY BE SOMETHING, AND AGAIN, IF WMS OR ROS TAKES IT UP, EVERYONE HAS A RIGHT TO TAKE UP THOSE IDEAS. 
          WE'RE DEFINITELY NOT TRYING TO CORNER THE MARKET ON WL PUN ENHANCEMENTS. 
          YEAH, AND I'M SENSITIVE TO JEFF'S COMMENTS 'CAUSE IF YOU NEED A STAKEHOLDER SPONSOR FOR SOME OF THESE, UH, I'M SURE WE WOULD BE INTERESTED IN TRYING TO HELP YOU DESIGN HOW A DYNAMIC LIMIT WOULD WORK FOR W PUN. 
          BUT AT THE END OF THE DAY, I DON'T, SOMETIMES THAT DOESN'T TURN OUT TO BE ACTUALLY HELPFUL FOR YOU GUYS. 
          SO I, WE DON'T WANT TO GET IN THE WAY EITHER. 
          APPRECIATE IT. 
          ALRIGHT. 
          UH, SHANNON, MY QUESTION HERE, OR, OR COMMENT MAYBE MORE KIND OF TIES IN WITH WHAT BILL WAS TALKING ABOUT THE WL POND OR REALLY PCLR, THERE'S THE POTENTIAL, UM, FOR THERE TO BE ORDERS OF MAGNITUDE DIFFERENCE EXPOSURE BETWEEN, UM, LIMITS THAT ARE JUST N MINUS ONE DRIVEN VERSUS ONES THAT ARE G MINUS ONE N MINUS ONE OR N MINUS ONE, YOU KNOW, UM, N MINUS ONE MINUS ONE OR AUTO MINUS ONE N MINUS ONE, THOSE LAST THREE, THOSE ARE VERY LOW, ULTRA LOW EXPOSURE COMPARED TO JUST THE N MINUS ONE ONE. 
          AND I THINK IT'S THAT COMBINED WITH DYNAMIC LIMITS OF USING THAT IN REAL TIME IS SOMETHING WE NEED TO CREATE THE EXPOSURE IN THE STUDY PROCESS WHERE THE I-L-L-L-D CAN UNDERSTAND WHAT, WHICH, WHICH OF THESE CONSTRAINTS ARE TIED TO IT AND WHAT AM I SIGNING UP FOR? BECAUSE I THINK YOU WOULD GET A LOT MORE, UM, OF THAT TYPE OF, UM, LARGE LOAD IF WE CAN CREATE THAT TRANSPARENCY. 
          'CAUSE IT ALLOWS US TO BETTER QUANTIFY, ALRIGHT, WHAT DO I NEED TO INSTALL BEHIND THE METER HERE IN ORDER TO BE ABLE TO RIDE THROUGH THAT AND OR QUANTIFY IT WELL FOR OUR HYPERSCALE CUSTOMERS SO THEY UNDERSTAND, MAN, THIS IS A VERY LOW PROBABILITY EVENT. 
          THEY DON'T SPEND INFINITE MONEY ON EVERYTHING ELSE, UH, TO MANAGE VERY LOW PROBABILITY EVENTS. 
          AND HERE I THINK THEY WOULDN'T, YOU, YOU, WE COULD BOTH BENEFIT IF WE CAN CREATE THAT KIND OF TRANSPARENCY IN THE STUDY PROCESS. 
          YEAH, LIKE THE IDEA. 
          THANKS. 
          ALRIGHT. 
          UH, I LOST MY SCREEN. 
          UH, NED, THANKS FOR RUNNING THROUGH THIS. 
          JEFF. 
          UM, I HAD A QUESTION THAT I THINK DOVETAILED OFF OF, UM, BILL'S COMMENTS AND QUESTIONS. 
          AND THAT IS, DOES THIS LIST REFLECT, UM, DID ERCOT HAVE A VOTE IN, IN EITHER THE COMPILATION OF THE LIST OR INTO THE, THE PRIORITIZATION OR ARE THERE OTHER, UH, ENHANCEMENTS THAT ERCOT HAS IDENTIFIED, UM, EITHER AS OPERATIONALLY USEFUL OR, OR OF PARTICULAR INTEREST OR EASIER TO IMPLEMENT? YEAH. 
          UM, SO THE SURVEY WAS PURELY, THIS IS WHAT YOU SAID, UH, THIS IS WHAT THE STAKEHOLDERS WHO RESPONDED THINK 74 STAKEHOLDERS THAT RESPONDED TO THE SURVEY. 
          THIS IS WHAT YOU SAID, UM, AND SAID, WE HAVE NOT PRIORITIZED IN ANYTHING. 
          THIS IS JUST THAT, UM, I I THINK THAT YOU ARE CORRECT IN I IF, IF I'M UNDERSTANDING WHERE YOU WERE GOING WITH THAT WAS, UM, YOU KNOW, ARE, ARE THERE SOME OF THESE THAT MAY BE, MAYBE THEY'RE ON THE RIGHT OF THIS, UH, GRAPHIC HERE, UH, DIDN'T GET AS MANY RESPONSES, BUT THEY'RE RELATIVELY EASY TO IMPLEMENT. 
          I THINK WE'RE, WE'RE HAVING THAT CONVERSATION AS WELL IS THAT SOME OF THESE YEAH. 
          MAY MAYBE THEY'RE A LITTLE BIT EASIER 
          [00:55:01]
TO IMPLEMENT AND MAY MAYBE ERCOT, MAYBE SOME OF THESE ERCOT REALLY THINKS THAT WE, WE NEED, UM, I THINK THE, UM, YOU KNOW, A GOOD EXAMPLE, THIS IS A, A HIGH PRIORITY FOR STAKEHOLDERS AS WELL, BUT THE, UH, NET NUMBER 15 THAT WE TALKED ABOUT THAT THE BATTERY, YOU KNOW, DEFINING WHAT, WHAT IS THAT THING, UH, IS THAT ESR, IS THAT SOMETHING ELSE THAT I THINK THAT'S A HIGH PRIORITY FOR ERCOT BECAUSE WE, WE ALSO RECOGNIZE WE, WE NEED TO UNDERSTAND WHAT, WHAT IT IS THAT WE WANT, WHAT, WHAT DOES THE CONTROL ROOM WANT TO SEE FOR THESE THINGS? UH, AND SO THAT'S, THAT'S A HIGH PRIORITY FOR ERCOT. 
          UM, THERE, THERE MAY BE OTHERS NONE THAT JUMP OFF TO, UM, TO THE TOP OF MY HEAD, BUT THERE MAY BE OTHERS THAT ARE LIKE THAT AS WELL. 
          THAT MAKES SENSE. 
          APPRECIATE THAT. 
          ON, ON NUMBER 15 IS THAT, UH, THAT CONCEPT SEEMS VERY SIMILAR TO THE NON SETTLE GENERATOR REVISION REQUEST THAT'S CURRENTLY MAKING IT'S WAY THROUGH THE PROCESS. 
          IS IT, DO YOU SEE THOSE AS BEING BASICALLY THE SAME AREA? UM, I, I THINK THAT'S, UM, WE'RE, I THINK WE'RE HAVING THAT DISCUSSION INTERNALLY. 
          GOT IT. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, NEXT UP BILL BLEVINS. 
          YEAH. 
          UM, SO I DON'T REALLY SEE IT MENTIONED HERE, BUT I THINK IT WAS SOMETHING THAT, UH, I KNOW T'S TALKED ABOUT SINCE WE APPROVED 9 45, WHICH ALLOWS, UH, NETTING. 
          AND I KNOW THAT THERE'S BEEN A LOT OF WORK AND DISCUSSIONS BEHIND THE SCENES FOR A NETTED NETWORK AND I DO BELIEVE THAT IT OFFERS SOME OPPORTUNITIES TO USE, UH, TECHNOLOGY DIFFERENTLY THAN THE WAY THAT THE PUN CONSTRUCT HAS. 
          SO IS THAT ONE SOMETHING THAT'S GONNA GET, UM, JUST DONE SEPARATELY OR IS THAT SOMETHING THAT, YOU KNOW, 'CAUSE I THINK IT HAS MORE VALUE TO THESE DISCUSSIONS WITH W PUN AND WHATNOT IF YOU HAVE A BETTER STARTING FRAMEWORK. 
          AND I THINK NETTED NETWORK IS BETTER STARTING FRAMEWORK 'CAUSE IT LETS BATTERIES PARTICIPATE IN DIFFERENT MANNERS THAN THEY ARE ABLE TO UNDER PUN. 
          YEAH. 
          AND, AND, AND SORRY, THE, UM, THE DESCRIPTION ON THIS SLIDE, YOU KNOW, WE HAD TO MAKE IT SHORT SO EVERYTHING WOULD FIT. 
          IT MAY NOT BE THE BEST DESCRIPTIONS, BUT NUMBER 11 IS THAT, YEAH. 
          WHICH IS INTERESTING BECAUSE IT LLWG, THEY DID A QUICK SURVEY AND THAT ONE WENT RIGHT TO THE TOP. 
          SO SOMETIMES IT'S, WHEN YOU'VE BEEN TALKING ABOUT SOMETHING, IT'S FRESH ON EVERYONE'S MIND AND IT POPS. 
          SO, UM, YEAH, THOSE OF YOU WHO WEREN'T THERE, UH, BOB WHITMEYER RAN A QUICK WEBEX SURVEY AND THERE'S YET ANOTHER SET OF ANSWERS AROUND THIS. 
          SO AGAIN, ERCOT IS TRYING TO TAKE IT ALL IN AND FIGURE OUT WHICH ONES TO FOCUS ON IN SHORT, UH, BILL, TO YOUR POINT, YES, UH, CY MORTY HAS BEEN ON THAT, UH, I'LL JUST, IF I MAY, JEFF, THERE'S KIND OF AN OPENING DOOR OF DO WE REALLY WANT A BUNCH OF PRIVATE USE NETWORKS? IS THAT THE NEW FUTURE OF HAVING 50 GIG OF PRIVATE USE NETWORKS OR DO WE WANNA LOOK AT A BETTER CONSTRUCT LIKE DEADED NETWORKS AND THINGS LIKE THAT? SO I THINK WE'RE OPEN TO WHAT'S THE NEXT PARADIGM THAT WE WANNA STEP INTO AS PART OF THE BACKGROUND OF THIS CONVERSATION ALSO. 
          OKAY. 
          SORRY, I'M RUNNING THE QUEUE. 
          I'M LOOKING AROUND. 
          UM, EVAN NEIL, I'M HAPPY TO GIVE MY Q SPOT TO YOU, MATT, IF, IF YOU WANT IT, BUT IT'S, I'M HAPPY TO GIVE MY Q SPOT TO YOU IF YOU WANT IT, BUT NO, NO, NO. 
          UM, I, I, I GUESS MAYBE JUST BUILDING OFF OF BILL'S QUESTION AND THEN, UH, UM, UH, NED, I KNEW THAT NED'S QUESTION, UH, . 
          SO, UM, LOOKING AT ALL THIS, I UNDERSTAND YOU GUYS HAVEN'T PRIORITIZED OR OR COME TO CONSENSUS ON THE  STUFF YET, BUT WE ARE, ARE WE ASKING, GONNA TAKE INTO AND COUNT LIKE WHAT THE GOVERNOR'S REQUEST IS FOR, YOU KNOW, BOTH EXISTING LARGE LOADS AND LARGE LOADS COME TO THE QUEUE TO BRING THEIR OWN GENERATION AND KIND OF COMPARE THAT TO, YOU KNOW, UH, WHAT WE SEE IN BATCH ZERO WITH REGARDS TO, YOU KNOW, HOW MUCH PC LRS VERSUS BAY YOG VERSUS THE VERY LARGE BUCKET OF OTHERS THAT HAVEN'T SAID EITHER OF THOSE TO KIND OF FIGURE OUT, UH, A WEIGHTED VERSION OF, OF WHAT CAN APPLY TO THE MOST LOAD FASTEST. 
          IS THAT KIND OF THE IDEA? UM, IN, IN TERMS OF WHAT ARE YOU TALKING ABOUT FROM A STUDY PERSPECTIVE OR IN TERMS OF WHAT WE WORK ON FIRST HERE? RIGHT. 
          JUST WITH REGARDS TO, OF COURSE WE CAN ONLY PICK A FEW THINGS OFF OF THIS LIST AND I'M JUST TRYING TO, YOU KNOW, GET AN IDEA OF HOW WE'RE THINKING ABOUT PRIORITIZING THESE THINGS. 
          'CAUSE OBVIOUSLY THERE'S SOME GOOD IDEAS, BUT MAYBE THEY TAKE TWO OR THREE YEARS AND, YOU KNOW, SOME IDEAS WOULD BE GREAT FOR, YOU KNOW, A SMALLER MINORITY OF LOADS VERSUS SOMETHING THAT'S MAYBE NOT AS GOOD BUT APPLIES TO A HUNDRED GIGAWATTS, RIGHT? YES. 
          SO I'M JUST TRYING TO, ARE WE KIND OF THINKING ABOUT HOW CAN WE MAXIMIZE THE AMOUNT OF BYOG POTENTIAL OF BOTH THE EXISTING AND COMING LOADS? YEAH, I, I THINK, UM, I THINK THAT'S FAIR. 
          I THINK THAT WE WOULD THINK ABOUT IT LIKE THAT. 
          UM, BUT I, UM, WE'RE SOMEWHAT USING THE SURVEY RESULTS AS A PROXY FOR, YOU KNOW, IF I HAVE, UM, YOU KNOW, I'VE GOT 16 GENERATORS, THE PEOPLE WHO ARE ACTUALLY BUILDING GENERATORS OR TELLING ME THAT THEY WANT, UM, YOU KNOW, TO HAVE THIS KIND OF PROCESS WHERE YOU, YOU CAN, 
          [01:00:01]
UH, LET A LARGE LOAD IN AND, AND, UH, LET THEM CONNECT ON A MAYBE SLIGHTLY FASTER PATH. 
          IF THEY'RE NOT CONSUMING FROM THE GRID, BUT THEY'RE CO-LOCATING, THEN YOU KNOW, THAT THAT IS AN INDICATION TO ME THAT THAT'S PROBABLY MORE GIGAWATTS I GET IF I, YOU KNOW, WORK ON THAT. 
          UM, YOU KNOW, AND, AND I'M NOT, YOU KNOW, WE, WE HAVEN'T, AGAIN, DON'T READ TOO MUCH INTO THAT. 
          UM, WE, WE HAVEN'T GONE THROUGH THE EXERCISE INTERNALLY YET OF WHAT IS THE EFFORT IT WOULD TAKE TO IMPLEMENT EACH OF THESE. 
          WE'RE, WE'RE, WE'RE TALKING THROUGH THAT, BUT WE'RE, WE'RE GONNA BE HAVING THOSE CONVERSATIONS IN THE CONTEXT OF HERE'S WHERE IT SEEMS TO MARKET WANTS US TO GO. 
          GOT IT. 
          OKAY. 
          THAT'S HELPFUL. 
          YEAH, I THINK WE'RE JUST TRYING TO WRAP OUR HEADS AROUND, YOU KNOW, WHICH OF THESE ARE APPLICABLE FOR THE NEXT, YOU KNOW, SIX, 12 MONTHS. 
          SO JUST APPRECIATE THAT CONVERSATION HAPPENING SOON. 
          THANKS. 
          ALRIGHT, NEXT. 
          BOB KING. 
          BOB, IF YOU'RE TALKING, WE DON'T HEAR YOU YET. 
          UH, THERE YOU ARE. 
          OH, NOW YOU'RE MUTED. 
          WEBEX SAYS YOU'RE MUTED, BUT YOU WERE UNMUTED A SECOND AGO. 
          CAN YOU HEAR ME NOW? YES. 
          ALRIGHT. 
          SO I THINK THERE IS SOME CONFUSION ABOUT WHAT SOME OF THESE MEAN. 
          AND FOR EXAMPLE, I THOUGHT THERE WAS ALREADY THE POSSIBILITY TO HAVE MULTIPLE POIS FROM A UPON AS LONG AS YOU'RE IN THE SAME SUBSTATIONS IN VOLTAGE, FOR EXAMPLE. 
          UM, I WOULD ALSO JUST COMMENT THAT, UM, I THINK BILL BLEVINS IS RIGHT, THAT IF WE WERE LOOKING AT A NETTED NETWORK, IT WOULD HELP RESOLVE SOME OTHER THINGS MORE EASILY. 
          LIKE, UH, ALLOWING BATTERIES TO PARTICIPATE AS A SEPARATE RESOURCE EVEN BEHIND THE FUND. 
          UH, ALSO IN MAYBE RESOLVING THE ISSUES OF HOW TO DEAL WITH GENERATION THAT'S NOT CO-LOCATED, BUT UM, SOMEWHERE ELSE ON THE SYSTEM. 
          UM, AND THE QUESTION OF HAVING MULTIPLE RESOURCES AND UPON THAT ALL MIGHT GET DEALT WITH AND I THOUGHT THOSE WERE PRIORITIES AS WELL. 
          SO ANYWAY, THAT'S MY 2 CENTS. 
          APPRECIATE THE COMMENT. 
          YEAH, THANKS BOB. 
          AND MAYBE THERE IS SOMETHING ABOUT KIND OF US CARRYING AROUND, SO TO SAM BRANDON'S POINT I, HE TYPED IN, ISN'T IT NETWORK EXCLUSIVELY AN OPS EFFORT RATHER THAN A PLANNING EFFORT? UH, YES AND NO. 
          AND YES IT IS. 
          S MORTY IS WORKING WITH OPERATIONS ON THE KNITTED NETWORK CONCEPT. 
          SO WE'RE TRYING TO STAY AWARE OF AND FIT WITH. 
          WE'RE NOT GATING IT HERE TO SAY THAT'S WHAT'S PART OF BATCH ONE PLUS WE'RE JUST ACKNOWLEDGING BYOG THAT AFFECTS HOW YOU COULD BRING A-B-Y-O-G IN IF THAT'S PART OF THAT FUTURE DESIGN. 
          SO I, I'LL KIND OF PULL BACK, I DID ARUN TO SAY LLWG SAID ONE THING, BUT WE DIDN'T, BUT MAYBE PEOPLE ARE LOOKING THROUGH A DIFFERENT LENS. 
          SO GO GO AHEAD SAM, IF YOU WANNA ADD MORE TO IT. 
          I DON'T HAVE A MIC. 
          OH, THERE'RE YOU COVERED IT. 
          WELL. 
          OKAY. 
          YEP. 
          AND AGAIN, IF WE NEED TO TRACK THAT AT THIS GROUP SO THAT WE KNOW WHAT, GOSH, I WISH WE HAD LIKE, RADAR OF ALL THE DIFFERENT THINGS THAT ARE IN FLIGHT TO KNOW WHAT'S GONNA EVOLVE AT WHAT TIME AND HOW IT AFFECTS THE OTHER PIECE. 
          BUT, UM, I'M OPEN TO IDEAS. 
          ALRIGHT. 
          BELIEVE IT OR NOT, THE QUEUE IS CLEAR. 
          JEFF, YOU ARE CLEAR TO GO. 
          OKAY. 
          SO, UM, UH, WE TALKED ABOUT THIS A LITTLE BIT AT THE, UH, AUGUST 31ST WORKSHOP WHEN WE WERE GOING THROUGH BATCH ZERO. 
          THERE WERE A NUMBER OF ITEMS THAT WE REALIZED WE STILL NEEDED TO DEFINE, BUT DID NOT HAVE TIME TO GET THOSE INTO PICK 1 45. 
          AND SO WE PUT THOSE ON A PARKING LOT AND WE BROUGHT SOME OF THOSE FORWARD, SOME OF THOSE, UH, AS WE'VE CONTINUED TO WORK ON THOSE AND, AND PULL THOSE ITEMS OFF THAT PARKING LOT AND, AND ADDRESS THOSE, WE, WE BROUGHT THOSE, SOME OF THOSE TO THE AUGUST 31ST WORKSHOP. 
          BRING A COUPLE OF MORE TODAY, UM, A BIG ONE, AND THIS HAS COME UP ALREADY WITH, UH, BATCH ZERO IS, UH, I HAVE A CHANGE TO MY PROJECT. 
          UH, HOW DO WE HANDLE THAT CHANGE? UM, AND, AND SO THE, MAYBE THE FIRST THING I'LL SAY IS, UH, CONCEPTUALLY WHEN WE HAVE THE PORTAL AND WE HAVE LEO UP, UH, THIS IS PROBABLY, WILL, PROBABLY, ACTUALLY, I CAN TELL YOU DEFINITELY WILL NOT BE IN THE DECEMBER RELEASE OF LEO. 
          UH, BUT THIS WILL BE A, IN, IT'S IN THE SCOPE FOR FUTURE RELEASE IS WHEN YOU WANT TO MAKE A CHANGE. 
          THEN YOU WILL GO, YOU WILL LOG INTO THE PORTAL AND YOU WILL MAKE, YOU WILL DO A CHANGE REQUEST. 
          UH, AND, AND THERE ARE IN ANY FIELD JUST ABOUT WITHIN, UH, YOUR, UM, UH, YOU KNOW, YOUR RECORD FOR YOUR LARGE LOAD. 
          UH, YOU'LL BE ABLE TO CHANGE THAT AND WE WILL PROCESS THAT CHANGE. 
          AND, AND, UH, AND DEPENDING ON WHAT THE CHANGES THAT YOU ARE MAKING, WHAT FIELD IT IS THAT YOU ARE, ARE 
          [01:05:01]
CHANGING, UH, UH, THERE MAY BE DIFFERENT OUTCOMES, UH, BASED ON THAT. 
          UM, AND, AND THIS IS NOT A COMPREHENSIVE LIST. 
          I'VE GOT TWO SLIDES OF CHANGES THAT WE HAVE, UM, HEARD, UH, EITHER INTERNALLY BROUGHT UP OR, OR PEOPLE HAVE ALREADY TALKED TO US ABOUT, UH, I, I WANT TO CHANGE THIS FOR MY PROJECT. 
          UM, UH, BUT, BUT THIS IS AT LEAST, YOU KNOW, PROBABLY THE FAQ LIST THAT THESE ARE THE, THE ONES THAT, THAT, UM, YOU KNOW, THAT THIS IS, UH, THE ONES THAT WE'RE HEARING A LOT OF. 
          SO, UM, UH, AND, AND SO I'M GOING TO TALK THROUGH EACH OF THESE AND THEN ALSO HOW WE EXPECT THAT WE WILL TREAT EACH OF THOSE, UM, GOING FORWARD. 
          UM, SO THE FIRST ONE IS I WANT TO CHANGE MY IN-SERVICE DATE, UH, EITHER FORWARD OR BACKWARD. 
          UM, AND SO OUR THINKING ON THAT IS THAT IF YOU WANT TO, UH, BRING YOUR IN-SERVICE DATE FORWARD, SO YOU HAD, YOU TOLD US PREVIOUSLY, I WANT TO ENERGIZE IN, UH, I WANT MY INITIAL ENERGIZATION DATE TO BE JUNE OF 2030. 
          I WANNA BRING THAT FORWARD TO JUNE OF 2029. 
          UM, THEN THE WAY THAT WE ARE THINKING ABOUT THAT IS THAT, UH, ANY EARLIER, ANY EARLIER, UM, IN SERVICE DATE IN ANYTHING THAT YOU'RE MOVING FORWARD, ANY MEGAWATTS YOU'RE MOVING FORWARD, UH, THAT THOSE WOULD NEED TO BE RESTUDIED IN THE NEXT BATCH AS STUDIED LOAD. 
          UH, SO WE, WE WOULD TREAT THAT AS STUDIED LOAD. 
          SO EVEN IF YOU HAD PREVIOUSLY COMMITTED TO, I'M, I'M BRINGING MY 500 MEGAWATTS, I SIGNED MY INTERCONNECTION AGREEMENT FOR 500 MEGAWATTS IN JUNE OF 2030, I WANT TO NOW ENERGIZE THAT 500 MEGAWATTS IN JUNE OF 2029. 
          UM, THEN YOUR JUNE, 2030 MEGAWATTS THAT YOU SIGN YOUR INTERCONNECTION AGREEMENT FOR THOSE WOULD BE STILL CONSIDERED BASE LOAD, BUT YOUR 2029 MEGAWATTS WOULD GO IN AS STUDY LOAD. 
          UH, SO THAT'S HOW WE'RE THINKING ABOUT THAT. 
          UM, IF, IF YOU'RE JUST, UM, PUSHING YOUR DATES OUT, IF, IF YOU SAY OUT IT'S, I'M, I'M REALLY 20, 31 NOW, UH, AND THIS IS ACTUALLY, YOU KNOW, WHAT WE HEAR MORE OF IS, UM, MY DATES HAVE SLIPPED, UM, I'M PUSHING IT OUT, UH, THEN NO RE STUDY NEEDED. 
          WE JUST NEED TO REFLECT THAT IN THE MODELS GOING FORWARD. 
          UM, THE SECOND ONE IS I WANT TO INCREASE OR DECREASE MY MEGAWATTS. 
          UM, SO KIND OF SIMILAR TREATMENT IS, UH, YOUR, WHATEVER YOU PREVIOUSLY HAD. 
          SO, UH, GO OFF OF THAT SAME EXAMPLE. 
          UH, I SIGNED AN INTERCONNECTION AGREEMENT FROM BATCH ZERO FOR, UH, 500 MEGAWATTS IN JUNE OF 2030. 
          UM, I NOW WANT 550 MEGAWATTS IN JUNE OF 2030. 
          YOUR 500 MEGAWATTS WOULD STAY AS BASE LOAD, THAT ADDITIONAL 50 MEGAWATTS WOULD, WOULD GO IN TO THAT NEXT BATCH AS STUDIED LOAD. 
          UM, IF YOU WANT TO DECREASE, THEN, UH, KINDA SIMILAR, WE'RE WE'RE NOT GONNA UDDY THAT. 
          WE JUST NEED TO REFLECT THAT IN THE MODELS GOING FORWARD. 
          UM, THE THIRD ONE IS, IS KIND OF SIMILAR TO THOSE. 
          IT, IT'S, I WANT TO CHANGE MY LOAD COMMISSIONING PLAN. 
          UM, AND, AND AGAIN, SAME IS, IS ANY, ANYTIME YOU ARE INCREASING OR, OR COMING INTO AN EARLIER DATE OR, UM, EARLIER SEASON, THEN, UM, THEN THAT WOULD GO IN AS STUDY LOAD. 
          WE'D TREAT THAT, THAT CHANGE AS STUDY LOAD. 
          UM, YOU, YOU'D STILL KEEP YOUR YOUR BASE LOAD STATUS. 
          UM, UN UNLESS YOU'RE PUSHING IT OUT, THEN AGAIN, WE JUST NEED TO NO, NO TUDY WE JUST NEED TO REFLECT THAT IN THE NEXT, UH, STUDY. 
          A, A CHANGE IN OWNERSHIP IS JUST AN ADMINISTRATIVE CHANGE. 
          YOU WOULD LIKELY JUST GO IN TO THE PORTAL, DO A CHANGE REQUEST AND CHANGE THAT OWNERSHIP. 
          AND, AND REALLY, I, I DON'T KNOW THAT ERCOT WOULD EVEN REALLY LOOK AT THAT OTHER THAN THROUGH THE, THE PORTAL. 
          UM, OKAY, UH, CHANGE IN THE POINT OF INTERCONNECTION. 
          UM, SO FOR THIS, UH, THIS WOULD CAUSE A TUDY I'LL, I'LL TALK A LITTLE BIT MORE IN A COUPLE SLIDES ABOUT WHAT DO I MEAN BY STUDY, BUT IF YOU CHANGE YOUR POINT OF INTERCONNECTION, THAT WILL BE A COMPLETE REST STUDY. 
          UNLESS ERCOT DETERMINES THAT IT IS ELECTRICALLY EQUIVALENT. 
          YOUR, YOUR POINT OF INTERCONNECTION IS ELECTRICALLY EQUIVALENT. 
          SO IF YOU ARE IN THE SAME SUBSTATION MAYBE, AND YOU'RE JUST GOING FROM ONE BUS TO A DIFFERENT BUS WITHIN THAT SAME SUBSTATION AND, AND THAT, BUT THOSE BUSES ARE STILL ELECTRICALLY CONNECTED, UH, IF WE DETERMINE THAT THOSE ARE ELECTRICALLY EQUIVALENT, THEN WE WOULD NOT. 
          UM, SO, SO THERE'S, THERE WILL BE SOME REVIEW PROCESS HERE. 
          IF YOU MAKE A CHANGE REQUEST TO CHANGE YOUR POINT OF INTERCONNECTION, UH, CHANGE YOUR TYPE OF LOAD. 
          UM, I'LL, I'LL TALK MORE ABOUT THIS. 
          THIS IS MORE THE WAY THAT WE'RE THINKING ABOUT THIS IS MORE FROM A DYNAMICS PERSPECTIVE. 
          IT, SO IT, IT IS, YOU KNOW, I WENT IN AS A DATA CENTER AND I NOW WANT TO BE A STEEL MILL. 
          IT, AM I THE SAME AND WAY THAT WE'RE THINKING ABOUT THAT, UH, IS, UM, NOT THE, NOT THE SAME, BUT, YOU KNOW, DO I NEED TO GO THROUGH A REST STUDY PROCESS FOR THAT? UH, WE'RE THINKING ABOUT THAT FROM A DYNAMICS PERSPECTIVE IS 
          [01:10:01]
HOW DOES THE GRID INTERACT WITH THAT LOAD? UM, UH, AND, AND I'VE GOT ANOTHER SLIDE ON THAT, SO I'M GONNA, UM, SKIP THAT FOR RIGHT NOW AND THEN I'LL, I'LL GO BACK TO THAT IN A MINUTE. 
          UM, IF, IF YOU ARE CHANGING YOUR DSP, UH, I THINK THAT'S AN, AN ADMINISTRATIVE CHANGE. 
          UM, IF YOU ARE CHANGING YOUR TSP, IF IT IS JUST CHANGING YOUR TSP AND YOU'RE NOT CHANGING YOUR POINT OF ERROR CONNECTION, UH, THAT'S AN ADMINISTRATIVE CHANGE. 
          UH, OTHER, OTHERWISE IF YOU'RE CHANGING YOUR POINT OF INTERCONNECTION, UM, THAT'S THE REASON WHY YOU'RE CHANGING YOUR TSP, THEN, THEN THAT WOULD, UH, GO BACK TO THAT CHANGE YOUR POINT OF INTERCONNECTION ROLE. 
          UM, THE, UM, WE, WE'VE ALSO SEEN SOME OF THIS IS, UM, I WANT TO SPLIT MY PROJECT INTO MULTIPLE PROJECTS. 
          SO I, I CAME IN AS A THOUSAND MEGAWATT THING. 
          UH, I NOW WANT TO BE TWO 500 MEGAWATT THINGS. 
          UH, IF, IF THEY ARE ELECTRICALLY SIMILAR, UM, IT, IT'S JUST, YOU KNOW, IN TERMS OF POINT OF YOU'RE JUST, YOU'RE THE NEXT BREAKER OVER IN THE SUBSTATION, EVERYTHING ELSE IS THE SAME, THEN WE DON'T NEED TO RESTUDY THAT. 
          UH, BUT, UH, IF IT IS NOT ELECTRICALLY SIMILAR, IF, OKAY, I'M, I'M SPLITTING THIS AND ONE, ONE PART OF THIS IS GOING TO THE 1 38 SYSTEM AND THE OTHER PART IS GOING TO, UH, THE 3 45 CONNECTION, THEN THAT'S A CHANGE IN POINT OF INTERCONNECTION POTENTIALLY, AND, AND NOT ELECTRICALLY EQUIVALENT. 
          AND THAT WOULD NEED TO BE RESTUDIED. 
          UM, A ANY OF THE DISCLOSURE INFORMATION, UH, IF ANY OF THAT CHANGES, I THINK TO , THAT'S, THAT'S JUST AN ADMINISTRATIVE CHANGE. 
          UM, AND SO THAT YOU WOULD JUST LOG INTO THE PORTAL AND, AND MAKE THAT CHANGE, UM, SIMILAR WITH YOUR, YOUR CO-LOCATION, UM, IF IT IS ELECTRICALLY SIMILAR, UH, THEN, UM, THEN NO RESET IS NEEDED. 
          UH, BUT IF SOMETHING IS CHANGING ELECTRICALLY THEN UM, YOU KNOW, THEN, THEN WE WOULD NEED TO, UH, OBVIOUSLY REST STUDY THAT IN THE NEXT BATCH. 
          UM, AND, AND SO EXAMPLES OF THIS, YOU KNOW, WE'VE SEEN SOME, NOT, NOT WL PONDS, WE'VE SEEN OTHER CO-LOCATED WHERE IT'S, UH, I, I WAS GONNA BE CO-LOCATED BEHIND THE METER, BUT WE CHANGED OUR AGREEMENT NOW AND WE'RE BOTH GONNA BE FRONT, FRONT, THE, THE LOAD'S GONNA BE FRONT OF THE METER, UM, ELECTRICALLY THAT'S THE SAME, UM, TO ERCOT. 
          AND SO YOU DON'T NEED TO RESTUDY THAT, BUT OTHERWISE YOU WOULD NEED TO. 
          UM, AND THEN, YOU KNOW, IF YOU WANT TO CANCEL, UM, YOU CAN CANCEL AT ANY TIME, BUT OBVIOUSLY THERE WILL BE A DEADLINE FOR REFLECTING THAT IN THE STUDY. 
          SO IF, IF IT'S THE DAY BEFORE THE STUDY REPORT COMES OUT, OBVIOUSLY WE'RE NOT GONNA, YOU KNOW, GO AND AND REDO THE STUDY BECAUSE THE PROJECT IS CANCELED. 
          UM, SO LET, LET ME, I KNOW THERE'S SOME QUESTIONS COMING IN, IN THE QUEUE. 
          LET ME, UM, I WAS GONNA SEE IF YOU CAN GO THROUGH, YEAH, LEMME HIT THE NEXT COUPLE. 
          YEP. 
          UM, YEAH, AND OTHER THING, I, I SHOULD HAVE MENTIONED THIS UPFRONT AS WELL, IS THAT E EVERYTHING THAT WE'RE TALKING ABOUT HERE, THIS IS ALL IN PENCIL. 
          THE, THE SAME, SAME PHRASING I USED WHEN WE WENT THROUGH, UH, BATCHER, AT LEAST INITIALLY WITH PI 1 45, WAS, UH, THIS IS ALL CONCEPTUALLY CONCEPTUAL AND, UH, YOU KNOW, WE WANT YOUR FEEDBACK ON THESE. 
          UM, OKAY, SO WHAT, WHAT DOES, WHEN WE SAY S STUDY, WHAT DOES THAT MEAN? AND WE WANT TO BE CLEAR THAT RE IF YOU ARE, IF YOU WERE DOING A RE STUDY UNLESS OTHERWISE NOTED, UH, THAT MEANS THAT THE LARGE LOAD WILL FORFEIT ANY PREVIOUSLY ALLOCATED MEGAWATTS. 
          SO IF YOU WERE IN BATCH ZERO AND YOU GOT ALLOCATED 500 MEGAWATTS, YOU CHANGE YOUR POINT OF INTERCONNECTION. 
          UH, YOU DO, YOU NO LONGER HAVE THOSE 500 MEGAWATTS. 
          UH, YOU WILL BE RESTUDIED, YOU'LL BE TREATED AS STUDIED LOAD GOING INTO THE NEXT BATCH AFTER YOU MAKE THAT CHANGE. 
          UM, AND YOU WILL THEN, UH, AND THIS WILL BE PART OF THE CHANGE PROCESS, IS YOU'LL, YOU'LL NEED TO, UH, MEET ALL OF THE REQUIREMENTS, INCLUDING THE DEADLINES, INCLUDING PAYING THE STEADY FEE AND, AND ALL OF THAT. 
          YOU'LL NEED TO MEET THAT AGAIN FOR THE NEXT BATCH. 
          SO IT'S, IT'S, UH, YOU, YOU, YOU DO GET TO KEEP SOME OF YOUR INFORMATION, YOU KNOW, YOUR, YOUR PORTAL DATABASE IS, IS, YOU KNOW, ALL, ALL THAT INFORMATION IS GONNA STAY, BUT OTHERWISE IT'S, IT'S ALMOST AS IF YOU'RE STARTING OVER AGAIN IF YOU'RE MAKING A SIGNIFICANT CHANGE. 
          UM, AND THEN LASTLY, WANTED TO TALK THROUGH, UM, HOW WE'RE THINKING ABOUT CHANGES THAT IMPACT THE DYNAMICS. 
          UH, SO WE'RE THINKING ABOUT THIS AS A SORT OF A TWO, TWO STEP PROCESS. 
          AND, AND THE, THE PRINCIPLE HERE IS THAT, UM, WE'RE LOOKING AT IT FROM THE PERSPECTIVE OF WHAT IS THE RELIABILITY IMPACT? IS THERE A NEGATIVE RELIABILITY IMPACT OF THE CHANGE THAT YOU WERE MAKING? UM, AND IF SO, WE'RE GONNA NEED TO RESTUDY THAT. 
          UH, IF IT'S, IF IT'S NOT NEGATIVE, IT'S JUST DIFFERENT, THEN UH, WE STILL HAVE TO STUDY THAT, BUT YOU'RE NOT, YOU'RE, YOU WON'T LOSE YOUR ALLOCATED MEGAWATTS. 
          SO THAT, THAT'S THE WAY THAT, THAT WE'RE THINKING ABOUT IT FROM A PRINCIPAL PERSPECTIVE. 
          SO WITH THAT, THERE'S, THERE'S SORT OF THESE TWO CHECKS THAT WE ARE THINKING 
          [01:15:01]
IS THAT, UM, YOU'LL GO INTO THE PORTAL, YOU'LL SAY, I AM CHANGING MY DYNAMICS. 
          HERE IS MY NEW DYNAMIC MODEL. 
          UH, THEN ERCOT WILL HAVE A PROCESS WHERE WE REVIEW THAT DYNAMIC MODEL, AND THE FIRST THING THAT WE WILL CHECK IS, UM, THE, THE CHANGES THAT YOU'RE MAKING, DO THEY HAVE AN ADVERSE IMPACT FROM A VOLTAGE DRIVE THROUGH OR FREQUENCY RIDE THROUGH PERSPECTIVE? UM, AND IF THE ANSWER IS YES, THAT, THAT IT, UH, DOES NOT MEET THE VOLTAGE DRIVE THROUGH REQUIREMENTS OR, OR, OR HAS WORSE VOLTAGE DRIVE THROUGH PERFORMANCE, UH, THEN THAT WILL, THAT LOAD THEN WILL GO TO BE, UH, IT WILL NEED TO BE RESTUDIED IN THE NEXT BATCH SO THAT THAT RESTUDIED DEFINITION HERE, UM, THAT THAT LOAD WILL BE RESTUDIED IN THE NEXT BATCH. 
          UM, IF THE, UH, RIDE THROUGH PERFORMANCE IS AS GOOD OR BETTER, UM, THEN WE WILL ALSO LOOK AT THAT DYNAMIC MODEL AND SEE, DO THE CHARACTERISTICS OF THAT MODEL HA HAVE THEY CHANGED? SO AM I GOING FROM COMPUTE LOAD, WHICH HAS A CERTAIN, UH, DYNAMIC BEHAVIOR TO, UH, YOU KNOW, MAYBE MOTOR LOAD OR, UM, YOU KNOW, AN ARC FURNACE OR WHAT, WHATEVER IT IS THAT HAS DIFFERENT DYNAMIC BEHAVIOR. 
          SO IT MAY NOT BE WORSE, BUT IF IT IS DIFFERENT, THEN WE WILL NEED TO ASSESS THAT AND WE WILL NEED TO GO THROUGH AN ASSESSMENT. 
          SO IF IT'S NO, IF IT'S, YOU KNOW, THE, THE, THE DYNAMICS ARE REALLY NOT MATERIALLY DIFFERENT, UM, UH, YOU KNOW, MAYBE WE LOOK AT IT AND WE SAY, OKAY, YOU'RE, YOU'RE CHANGING FROM ONE KIND OF POWER ELECTRONIC TO A DIFFERENT KIND OF POWER ELECTRONIC LOAD, NOT MATERIALLY DIFFERENT, THEN WE DON'T NEED TO DO TUDY. 
          BUT IF IT'S, IF IT IS, YOU KNOW, I'M CHANGING FROM COMPUTE LOAD TO MOTOR LOAD, MAYBE IT'S NOT WORSE, IT'S JUST DIFFERENT, THEN WE WILL NEED TO DO AN ASSESSMENT OF THAT. 
          AND, AND SO WE WILL CATCH THAT IN THE NEXT BATCH STUDY AS WE DO THE DYNAMIC, UH, DYNAMIC MODEL ASSESSMENT. 
          UM, IT IS, IS. 
          AND SO IT'LL, IT'LL DO A, WHAT WE'LL DO A FULL STABILITY ANALYSIS, UH, AS WE'RE DOING IN, IN THE, UH, UH, IN THE NEXT BATCH. 
          SO IT'S, UH, YOU, YOU JUST HAVE TO GO IN THAT. 
          SO THAT MEANS THAT YOU, YOU DON'T LOSE YOUR MEGAWATTS, YOUR ALLOCATED MEGAWATTS, BUT IT, IT MAY MEAN THAT, UM, IF YOU WERE HOPING TO ENERGIZE NEXT YEAR, THEN UH, YOU MAY MAYBE BECAUSE YOU HAVE TO WAIT UNTIL THAT BATCH PROCESS GETS DONE, THEN YOU, YOU HAVE TO, YOU KNOW, YOU, YOU MAY GET DELAYED IN YOUR INITIAL ENERGIZATION, UH, JUST BECAUSE IT DE DEPENDING ON THE TIMING ON WHEN THE NEXT BATCH STABILITY STUDY IS. 
          UM, AND, AND WE'LL PUT IN, WE, WE HAVEN'T DEFINED YET, BUT WE'LL PUT IN REVIEW TIME SO THAT, YOU KNOW, WHEN YOU SUBMIT IT, THEN WE'LL SAY, ERCOT HAS X DAYS TO DO THIS, THIS TYPE OF ASSESSMENT AND THAT, AND SO YOU'LL, EVERYBODY WILL HAVE A KIND OF A CLEAR UNDERSTANDING OF THAT. 
          UM, SO THAT, THAT'S OUR THINKING THERE. 
          SO IT'S PROBABLY A GOOD TIME TO PAUSE AND, ALRIGHT. 
          YEAH, YOU HAVE EIGHT IN THE QUEUE HERE. 
          SO SHANNON CAREWAY, YOU'RE UP FIRST. 
          YEAH, I'VE GOT A GENERAL COMMENT AND A SPECIFIC ONE. 
          I'LL START WITH THE GENERAL THINK ABOUT, UM, YOU DON'T WANT TO CREATE A DISINCENTIVE FOR ILES TO HAVE DIALOGUE WITH YOU. 
          AND SO I'D I'D REALLY ENCOURAGE YOU TO MAKE IT TO WHERE IT, IT'S A PROPOSED CHANGE UNTIL BOTH PARTIES AGREE. 
          I MEAN, THAT ALLOWS, UM, ERCOT AN ILLE TO SAY, HEY, I'M, I'VE LOOKED AT WHAT I THINK IS AN IMPROVED DYNAMIC MODEL AND WE CAN ORDER SOME DIFFERENT EQUIPMENT AND DO IT THIS WAY, BUT THERE'S SO MUCH RISK YOU DO NOT WANT IT TO WHERE JUST PROPOSING SOMETHING YOU THINK IS BETTER TURNS INTO SOMETHING THAT KICKS YOU OUT OF THE QUEUE. 
          YEP. 
          SO PLEASE STRIVE TO BUILD THAT INTO THE PROCESS WHERE YOU CAN PROPOSE THINGS, BUT UNTIL YOU BOTH MUTUALLY AGREE, YOU ARE STAYING WITH WHAT YOU'VE GOT, UH, CONFIRMED TODAY. 
          THE SPECIFIC ONES BACK ON SLIDE 22 ON, AT FIRST I THOUGHT, WELL, MAYBE IT'S NOT EVEN ON YOUR LIST OF 22 AND 23, BUT ACTUALLY I THINK IT'S A SPECIAL CASE OF NUMBER FIVE CHANGE POI, YOU KNOW, AS WE WORK THROUGH, UM, REALLY THE GOVERNOR'S FEEDBACK AND THE COMMUNITY IMPACT SURVEYS AND, AND FRANKLY AS PROJECTS KEEP, UH, CONTINUE TO REFINE, THERE'S, THERE'S OPPORTUNITIES TO DO THINGS THAT REALLY, UH, WORK BE, UH, WORK BETTER WITH THE COMMUNITY. 
          WHERE AS LONG AS ELECTRICALLY THERE'S NO CHANGE TO YOU FROM A NETWORK PERSPECTIVE. 
          UM, YOU KNOW, AND A SPECIAL CASE OF IT IS YOU'RE GETTING SERVED RADIALLY, YOUR POI MIGHT BE A MILE OR TWO OUTSIDE THE STATION, BUT, UH, IT'S A SWITCHING STATION THAT'S ORIGINATING FROM, IF WE COULD MAKE THIS TO WHERE, UH, RADIS ARE ALWAYS DEEMED TO BE OKAY, YOU, YOU KNOW, TYPE OF THING. 
          YEAH. 
          YOU'LL, WHAT, WHAT IT'LL DO 
          [01:20:01]
IS GET RID OF SOME OF THE FRICTION OF ACTUALLY TRYING TO BE AS RESPONSIVE AS POSSIBLE, UH, TO THE COMMUNITY AS WE'RE WORKING THROUGH IT BECAUSE WE CAN, UM, PERHAPS MOVE WHERE THE BUILDING IS ON THE FACIL OR YOU KNOW, ON THE SPACE, ET CETERA, OR WHERE WE'RE PUTTING SUBSTATIONS. 
          AND I DON'T THINK IT WOULD HAVE ANY IMPACT ON Y'ALL. 
          UH, DOES THAT KINDA MATCH WHAT YOU'RE THINKING ON THAT ONE? YEAH, I, I I THINK THE, UM, THE PRINCIPLE HERE IS THAT IF ELECTRICALLY IT'S NOT, IF IT'S NOT GONNA HAVE AN IMPACT TO THE SYSTEM, THEN I, I THINK THAT WE DON'T NEED TO TU THAT IT, IT'S MORE IT IS ELECTRICALLY IS IT DIFFERENT ENOUGH THAT WE'RE, WE DON'T KNOW IF IT'S GONNA HAVE AN IMPACT AND WE, YOU KNOW, WE NEED TO REST STUDY THAT. 
          THEN I THINK THAT WE NEED TO GO THROUGH A BATCH. 
          OKAY. 
          THANKS. 
          UH, KELLEN KENARD, YOUR NEXT, UH, THANKS KELLEN KINDER IAN, UM, I DO WANT A SECOND CHANCE COMMENT ABOUT, UH, ANY CHANGES BEING PROPOSED CHANGES AND ALLOW THE ILLE TO WITHDRAW IF IT WOULD AFFECT OR THE Q POSITION. 
          UM, BUT MY, MY QUESTION IS, UM, ON THE, SO THE RE STUDY ON, ON THE INSERVICE STATE CHANGE OR AND LCP CHANGE, UM, UH, ON THE, UH, THE SLIDE 24, IT SAYS ANY RE STUDY MEANS THE LARGE LOW FORFEITS PREVIOUSLY ALLOCATED MEGAWATTS, BUT IT LOOKS THAT I GUESS ONE AND THREE DON'T REALLY READ THAT WAY. 
          SO IF LIKE FOR THE IN-SERVICE STATE, IF YOU POTENTIALLY MOVE IT EARLIER OR CHANGE MOVE THE LCP EARLIER, IF THAT'S CAN'T BE ACCOMMODATED, WOULD YOU STILL BE ABLE TO KEEP YOUR CURRENT ALLOCATION? YEAH. 
          THAT, THAT'S, THAT'S THE INTENTION AND, AND I, YEAH, I, I KINDA SEE MAYBE THE CONFUSION THAT I, I TRIED TO ADDRESS THAT WITH UN UNLESS OTHERWISE NOTED HERE, BUT MAYBE IT COULD HAVE SAID THAT A LITTLE BIT CLEARER, BUT YEAH, I THINK YOU'RE RIGHT. 
          THE INTENTION IS THAT YOU'RE, YOU'RE REALLY ONLY STUDYING THAT CHANGE, NOT, NOT THE, YOU'RE NOT LOSING YOUR PREVIOUSLY ALLOCATED MEGAWATTS. 
          YEAH. 
          SO THERE'S RE STUDY VERSUS INCREMENTAL STUDY I THINK IS THE, YEAH, THAT MIGHT BE A BETTER WAY TO SAY IT. 
          OKAY. 
          YEAH, THAT MAKES, THAT MAKES MORE SENSE. 
          UM, YEAH, APPRECIATE THAT CLARIFICATION. 
          AND THEN FOR THE, FOR ANYTHING THAT'S INCREMENTALLY STUDIED, I GUESS FOR STUDY FEES AND SECURITY, WOULD THAT CHANGE AT ALL? I WOULD ASSUME YOU WOULD JUST KEEP THE SAME SECURITY SINCE THE MEGAWATT VALUES AREN'T CHANGING AND YOU PROBABLY NEED TO PAY THE STUDY FEE AGAIN. 
          RIGHT. 
          WOULD THAT BE A CORRECT STATEMENT? YEP. 
          YEAH, I THINK THAT'S THE WAY WE'RE THINKING ABOUT IT. 
          OKAY. 
          YEP, THAT'S ALL MY QUESTIONS. 
          THANK YOU FOR YOUR TIME. 
          ALRIGHT, NEXT UP. 
          BIANCA . 
          HI, CAN YOU HEAR ME? YES, WE HEAR YOU. 
          YES. 
          THANK YOU. 
          UH, AND THANKS FOR THE PRESENTATION, JEFF. 
          UH, JUST A QUICK QUESTION. 
          YOU MENTIONED THE CHANGES ON THE POI, UM, BUT WHAT ABOUT THE SITE CONTROL AND THE LOCATION OF THE BUILDINGS WOULD HAVE ANY RESTRICTION ON CHANGING WHAT WE HAVE ALREADY SUBMITTED EVEN ON BATCH ZERO? BUT I I IMAGINE THE, THE PROCEDURE WILL BE THE SAME FOR BATCH ONE ONWARD. 
          UM, AND CONTIN, CONSIDERING WE WON'T CHANGE THE POI, UH, THOSE OTHER, UM, CHARACTERISTICS OF THE PROJECT, IF THEY CHANGE, UH, CONSIDERING THE POI REMAINS THE SAME, IT WOULDN'T AFFECT THE, THE STUDY, RIGHT? YEAH, I, I THINK FROM A A ERCOT RELIABILITY PERSPECTIVE, I THINK THAT'S CORRECT. 
          UM, IF, IF THAT, UM, I THINK CHRISTINA MENTIONED THIS THIS MORNING THAT GOING FORWARD WE WILL LIKELY HAVE THIS, UM, A VERSION OF THIS VERIFICATION AUDIT PROCESS THAT WE'RE GOING THROUGH. 
          UH, I I, I'D PROBABLY NEED TO THINK ABOUT THAT AND, AND TALK ABOUT THAT WITH, UM, CHRISTINA AND THE LEGAL FOLKS, UM, IF THAT WOULD IMPACT. 
          SO, SO IF YOU, YOU HAD A, IN, IN OTHER WORDS TO SPELL THAT OUT A LITTLE BIT MORE, I, IF YOU, UM, SUBMITTED CERTAIN INFORMATION AND THEN WE DID THAT VERIFICATION AUDIT PROCESS AND THEN THAT CHANGED, UH, YOU MAY HAVE TO GO THROUGH AND, AND KINDA REVERIFY GO, GO THROUGH THAT PROCESS AGAIN. 
          UM, BUT YEP. 
          BUT WOULDN'T REPLY EVERY STUDY. 
          YEAH, I THINK NOT FROM A, UM, TECHNICAL PERSPECTIVE, I, I DON'T SEE A REASON TO REST STUDY. 
          OKAY. 
          BECAUSE WHEN, WHEN WE LOOK AT LIKE ADMINISTRATIVE UPDATES OF THE PROJECT, IT SEEMS TO FALL UNDER ALL THE CATEGORIES, UM, THAT YOU JUST SAY THAT WE NEED TO UPDATE, BUT IT WOULDN'T MATERIALLY CHANGE, UH, ELECTRIC THE, THE DESIGN OF THE PROJECT. 
          SO IT DOESN'T SEEM IT 
          [01:25:01]
WOULD JUSTIFY RESETTING THE FULL PROJECT. 
          YEP. 
          I I THINK I AGREE WITH THAT. 
          OKAY, THANKS. 
          GREAT. 
          NEXT UP ANDRES HI, THIS ANDRES WITH CYPRESS CREEK. 
          UM, QUICK QUESTION ON THE POI DEFINITION. 
          UM, IT IS OUR UNDERSTANDING THAT THE POI IS LINKED TO A SPECIFIC BUS OR LIKE POINT OF DELIVERY IN THE SYSTEM. 
          AND WE ARE NOW TRYING TO MAKE A CHANGE FOR ONE OF OUR BATCH ZERO LOADS FOR FROM ONE SPECIFIC POI BUS, YOU NAME IT, OR SINGLE POINT OF DELIVERY WITHIN THE SAME SUBSTATION. 
          AND WE'RE TRYING TO GET CONFIRMATION FROM ERCOT IF THIS WILL BE A MA A MATERIAL CHANGE OR LIKE IMPACT OUR BATCH ZERO QUALIFICATION. 
          WE'VE HAD CONVERSATIONS WITH THE TSPS, UH, WITH THE SPECIFIC TSP FOR THIS PROJECT, AND THEY DON'T THINK THIS IS A CHANGE THAT WOULD IMPACT OUR BATCH ZERO JUST BECAUSE THE TSP SUBSTATION IS MODELED IN, IN, IN A BUS BRANCH MODEL AS A SINGLE, UH, I GUESS A SINGLE BOSS. 
          SO I, I'M JUST CURIOUS ON FROM YOUR PERSPECTIVE IF, IF THIS WOULD IMPACT OUR QUALIFICATION FOR BATCH ZERO. 
          THANK YOU. 
          YEAH, I, I THINK, UH, IT MAY BE BEST TO TALK OFFLINE ON THAT, ANDREAS, SO WE CAN LOOK AT THE SPECIFICS. 
          UM, AND YOU, YOU MIGHT ALREADY BE TALKING TO MY TEAM. 
          UH, I DUNNO, BUT, UH, I, I THINK THAT'D PROBABLY BE BEST JUST TO LOOK AT THE SPECIFICS. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, MONICA. 
          UH, THANKS MATT. 
          UH, JEFF, THIS IS MONICA FROM WESTRA. 
          I HAVE TWO QUICK QUESTIONS ON THE, ON THE ITEM ONE HERE WHERE YOU SAY NO STUDY DATE IS PUSHED OUT, BUT WE'LL BE REFLECTED IN THE NEXT BATCH AND CTP STUDY. 
          COULD YOU TELL, COULD YOU, CAN I CLARIFY? WHEN IS THIS, WHEN THE BATCH, WHEN THE, WHEN THE TIMELINE OF WHEN THE LOAD CAN PUSH, ITS, IS IT POST APPROVAL? UH, POST ALLOCATION, POST SIGNING, THE S-S-L-I-S-L-L-I-A OR WHILE THE BATCH PROCESS IS RUNNING? SO I THINK IT CAN HAPPEN. 
          YOU, YOU CAN PUSH YOUR IN-SERVICE DATE OUT, I THINK LIKELY AT ANY TIME, BUT THERE WILL BE CUTOFFS FOR WHEN THAT WILL BE REFLECTED IN THE STUDY CASE. 
          SO, SO AGAIN, JUST TO GO BACK TO AN EXTREME, IF, IF WE ARE RUNNING BATCH ONE WITH AN ASSUMPTION THAT YOUR INSERVICE DATE IS 2031 AND THEN THE DAY BEFORE THE REPORT COMES OUT, YOU SAY, NOW I'M, I'M CHANGING MY INSERVICE DATE TO 2032. 
          I THINK YOU CAN STILL PUT THAT CHANGE REQUEST IN THE PORTAL. 
          IT JUST WILL NOT BE REFLECTED IN BATCH ONE STUDY IT, IT WILL BE REFLECTED IN BATCH TWO. 
          OKAY. 
          SO IT'S BEFORE THIS BATCH RESULTS ARE FINALIZED, IT'S, UM, I I THINK WE HAVEN'T DEFINED WHAT THAT CUTOFF IS YET. 
          AND, AND WE'LL HAVE TO THINK THROUGH OUR PROCESSES AND, AND REALLY I THINK WE NEED TO BETTER THE, THE AFTERNOON DISCUSSION ON WHAT IS THAT BASH AND CTP, WHAT DOES THAT PROCESS LOOK LIKE AS WE BETTER DEFINE THAT, THEN WE'LL BE BETTER BE ABLE TO DEFINE WHAT, WHAT ARE THE CUTOFFS FOR MAKING CHANGES TO GO INTO THE CURRENT BATCH AND WHAT IF YOU MAKE A CHANGE, WHEN WILL THAT NEED TO BE REFLECTED? THAT WON'T BE REFLECTED UNTIL THE NEXT BATCH OR SLASH CTB. 
          AND, AND JUST ANOTHER ONE ON QUESTION 10, UH, WHEN YOU SAY SPLIT THE PROJECT INTO MULTIPLE PROJECT PROJECTS AND NO STUDY IF ELECTRICALLY SIMILAR, DOES, ARE YOU SAYING THEY NEED TO BE AT THE SAME POI? UH, LIKELY. 
          LIKELY. 
          OKAY. 
          YEAH, BUT I, I, I COULD SEE A SITUATION. 
          THESE, WE WILL THIS, SO THE WAY THAT WE'RE THINKING ABOUT THIS IS, UM, YOU, YOU'LL MAKE A CHANGE REQUEST AND SOME OF THESE MAY NEED A REVIEW PROCESS. 
          AND SO ERCOT AND, AND WE'LL PROBABLY HAVE TO GET WITH TSPS WHILE WE'LL GO THROUGH A REVIEW PROCESS, UM, AND WE'LL MAKE A DETERMINATION. 
          SO IF YOU, YOU'D LIKE, UM, I THINK IT WAS SHANNON'S EXAMPLE, UH, WHERE IT'S, IT, IT'S, I I MAY, MAYBE I WAS AT THIS ONE SUBSTATION AND I'M GONNA SPLIT THAT AND I'M GONNA PUT, PART OF IT IS GONNA STILL CONNECT TO THAT SA SUBSTATION, BUT PART OF IT'S GONNA CONNECT TO RADIAL GOING THAT SUBSTATION. 
          WE, WE MAY, AND LET'S SAY THAT RADIAL IS ONLY HALF A MILE LONG, WE, WE MAY LOOK AT THAT AND SAY, NAH, THAT THAT'S ELECTRICALLY EQUIVALENT. 
          WE DON'T, DON'T SEE A NEED TO TUY THAT. 
          BUT I, IF IT'S, YOU KNOW, I COULD COME UP WITH OTHER EXAMPLES THAT, YOU KNOW, I WOULD OBVIOUSLY IT WOULD BE DIFFERENT, UH, AND NEED TO BE RESTUDIED THAN WE WILL HAVE TO LOOK AT THOSE ON A CASE BY CASE BASIS. 
          THANK YOU. 
          ALL RIGHT. 
          UH, NEXT UP BILL BARNES. 
          YEAH, SIMILAR QUESTION IS MONICA'S ON THE ELECTRICALLY SIMILAR 'CAUSE WE'RE CURRENTLY CONSIDERING A LOT OF DIFFERENT CONCEPTS THAT RELY ON THAT, NOT JUST CHANGE OF POI, BUT ALSO CO-LOCATION 
          [01:30:01]
STATUS AND, UH, HOW YOU DEFINE WHAT'S ELECTRICALLY SIMILAR IS REALLY IMPORTANT HERE. 
          LIKE, WHICH MAKES US WONDER HOW YOU WILL DO THE STUDY TO DETERMINE THAT. 
          LIKE FOR EXAMPLE, WE'VE HAD, THERE'VE BEEN INSTANCES WHERE WE'VE HAD A BREAKER OUTAGE IN A SINGLE SUBSTATION THAT SEPARATES POIS AND IT'S LIKE, IS THAT SIMILAR? IT'S, THEY'RE LIKE, YOU KNOW, 20 FEET APART. 
          SO, UM, JUST CURIOUS AS YOU GET MORE DETAIL ON HOW THAT WORKS. 
          AND THEN ON SLIDE 25, IF A LARGE LOAD IS MEETING THE V-R-T-F-R-T REQUIREMENTS TO AN EXTERNAL SOURCE LIKE A BATTERY SYSTEM, HOW WOULD THIS WORK THEN? LET'S SAY YOU HAVE A CHANGE IN THE DI THE DYNAMIC MODEL, BUT IT DOESN'T MATTER BECAUSE THEY'RE PAIRING A BATTERY SYSTEM THERE TO, TO MEET THE NO GR 22 REQUIREMENTS. 
          UM, BAT BATTERY IN SERIES OR IN PARALLEL, YOU'VE JUST EXCEEDED MY TECHNICAL CAPABILITIES. 
           NOT SURE. 
          OKAY. 
          I, I THINK IF, IF IT'S, UM, IT, I THINK WE'RE SEEING BOTH OF THE, THOSE SITUATIONS. 
          IF IT'S IN SERIES, THEN REALLY THE, WHAT THE SYSTEM SEES IS THE DYNAMICS OF THE BATTERY. 
          IT DOESN'T SEE WHATEVER'S GOING ON BEHIND THE BATTERY. 
          UH, SO YOU CAN MAKE A LOT OF, A LOT OF CHANGES. 
          AND THE DYNAMIC MODEL REALLY WON'T SEE THAT. 
          I DON'T THINK, FRED, CORRECT ME IF I'M WRONG, BUT IF IT'S IN PARALLEL, THEN EVEN IF YOU HAVE A BATTERY THERE, THE SYSTEM IS GONNA SEE THE DYNAMICS, THE, THE BEHAVIOR CHANGE OR WHATEVER IT IS YOU'RE CHANGING ON, ON THE EQUIPMENT. 
          AND THAT I THINK, YOU KNOW, YOU, YOU, SO THAT THAT MAY STILL FALL INTO, WELL THE, THE BATTERY WILL MAKE IT UP AND IT'LL STILL BE ABLE TO RIDE THROUGH, BUT THE DYNAMICS ARE CHANGING AND SO YOU PROBABLY PASS ONE BUT DON'T PASS TWO. 
          OKAY. 
          IF THAT MAKES SENSE. 
          SO HOW IT'S DESIGNED IS IMPORTANT. 
          OKAY, THANKS. 
          ALL RIGHT. 
          HARSH, JEFF, SLIDE 23, ITEM 12 THAT WE JUST TALKED ABOUT. 
          SO EVEN IF IT'S ELECTRICALLY SIMILAR, SOMEONE GOING FROM BTM TO FRONT OF THE METER, IF IT'S A BTM LOAD, THEY STILL HAVE TO MAINTAIN, THE GENERATOR HAS TO MAINTAIN 95% LEADING AND LAGGING POWER FACTOR. 
          BUT IF THEY THEN BECOME FRONT OF THE METER NOW THAT REACTIVE CONSUMPTION HAS CHANGED AT THAT LOCATION. 
          SO I WOULD THINK YOU WOULD STILL HAVE TO SOMEHOW EVALUATE THAT. 
          YEAH, THAT'S, THAT'S A GOOD POINT. 
          YEAH. 
          SO IN THAT CASE, I THINK IT WOULD NOT BE ELECTRICALLY SIMILAR. 
          OKAY. 
          THANK YOU. 
          AND SO THAT, THAT PRINCIPLE WOULD STILL HOLD. 
          GOT IT. 
          ALRIGHT. 
          UH, BROTH. 
          BROTH. 
          WE CAN'T HEAR YOU GET. 
          ALL RIGHT. 
          WE'LL COME BACK TO YOU. 
          CAMERON. 
          CAN Y'ALL HEAR ME? YES, THERE YOU'RE, GO AHEAD CAMERON. 
          PERFECT. 
          UM, AND THIS QUESTION MAY HAVE NEEDED TO BE ASKED A LITTLE BIT EARLIER, BUT I'LL, I'LL GIVE IT A SHOT HERE, UM, UNDER THE 5 8 4 8 1 FRAMEWORK, HYPOTHETICALLY, IF A-I-I-L-L-E CHANGED FROM A, A CRYPTOCURRENCY MINING FACILITY TO AN, TO AN AI DATA CENTER OR A JUST A DATA CENTER OPERATION, BUT EVERYTHING, UH, ELSE STAYED THE SAME TOTAL REQUESTED CAPACITY E EVERY OTHER REQUIREMENT PHASE ENERGIZATION SCHEDULE, POI SITE CONFIGURATE, EVERYTHING ELSE STAYS THE SAME. 
          WOULD THAT QUALIFIES MATERIAL CHANGE UNDER 5 8, 4, 8 1? UM, I THINK WE WOULD LOOK AT THAT. 
          WELL, YEAH, I DON'T KNOW IF I, I NEED, UH, CHRISTINA, IF YOU HEARD THAT QUESTION, UH, THE, THE, UH, IF YOU CHANGE, I THINK THE QUESTION WAS IF YOU CHANGED FROM 5 8 4 8 1 PERSPECTIVE, IF YOU CHANGED FROM CRYPTO TO AI, IS THAT A MATERIAL CHANGE? CHRISTINA'S WALKING UP TO THE MIC. 
          THANK YOU. 
          THANK YOU. 
          YEAH, SO THE COMMISSIONS, SO 25 1 94 ADDRESSES MATERIAL MODIFICATIONS. 
          UM, AS I READ IT RIGHT NOW, IT, IT LISTS EXAMPLES OF CHANGES THAT COULD BE MATERIAL, BUT IT LEAVES IT TO ERCOT TO DEFINE THOSE IN THE PROTOCOLS. 
          GOT IT, GOT IT. 
          SO THE, I GUESS IT'S STILL, UM, IT'S, IT'S UP TO ER, SCOTT'S DISCRETION ULTIMATELY. 
          I, I, I THINK THAT, UM, THIS IS OUR ATTEMPT HERE AT DEFINING THE CONCEPT FOR HOW, HOW WE WOULD LOOK AT THAT AND, UM, AND SO WE WOULD LOOK AT THAT FROM A TECHNICAL PERSPECTIVE. 
          UH, HOW, HOW WE'VE LAID IT OUT ON THIS SCREEN IS WE'RE, WE'RE GONNA LOOK AT IT FROM A RIDE THROUGH IMPACT PERSPECTIVE AND FROM A DYNAMICS PERSPECTIVE. 
          AND 
          [01:35:01]
SO IF YOU'RE CHANGING FROM A CRYPTO TO AI, IF THAT CHANGES YOUR DYNAMIC CHARACTERISTICS, YOUR DYNAMIC MODEL CHANGES, THEN WE WILL RUN IT THROUGH THESE FILTERS TO SEE WHAT, WHAT THE IMPACT IS PACT IS THAT, THAT MAKES SENSE, Y'ALL. 
          I APPRECIATE IT. 
          THANK YOU. 
          VERY GOOD. 
          BROTH, DID YOU GET YOUR, I SEE YOU'RE CHIMING IN TO SAY THAT WAS YOUR QUESTION. 
          ALSO, IF YOUR AUDIO'S WORKING, YOU CAN COME OFF MUTE, OTHERWISE WE MOVE ON. 
          ALRIGHT, LAST TWO QUESTIONS. 
          UH, MARLON AND THEN ANUSH. 
          MARLON, GO AHEAD. 
          DATA CENTER. 
          OH, THERE YOU'RE, OH, YOU'RE NOT, YOU'RE HERE. 
          ARE YOU HEARING ME? YES, BARELY. 
          IF YOU CAN SPEAK UP A LITTLE, THAT WOULD HELP. 
          OKAY, GREAT. 
          YEAH, SORRY, CAN YOU HEAR ME BETTER NOW? MUCH BETTER. 
          OH, PERFECT. 
          ALRIGHT, SO ASSUMING, UH, YOU HAD A, UM, ASSUMING YOU HAD AN EXISTING INTERCONNECTION AND YOU WANTED TO MOVE THAT TO, UH, AN AI DATA CENTER, SOME OTHER TYPE OF, OF LOAD, UH, WOULD THAT ALSO BE SUBJECT TO THIS BATCH PROCESS AND THIS CHART THAT YOU HAVE RIGHT IN FRONT OF US RIGHT NOW? UH, IN EX FOR AN EXISTING LOAD? YEAH, FOR AN EXISTING INTERCONNECTION? UH, IT'S KIND OF THE SAME VEIN, PREVIOUS QUESTION. 
          I JUST A LITTLE BIT OF NUANCE THERE BECAUSE THE LOAD WAS ALREADY ENERGIZED. 
          YEAH, I I THINK IT'S FOR EXISTING, I THINK IT IS, UH, P 1 44 PROCESS, UM, WHICH IS, UM, SORT OF SIMILAR. 
          UM, BUT, BUT IT'S, YEAH, WE'LL LOOK AT IT FROM A SIMILAR LENS, UM, WITH PICKER, THIS, THIS, THIS CONCEPT IS REALLY, UM, BASED OFF OF PICKER 1 44, BUT THAT IS, UH, P 1 44 APPLIES TO EXISTING LOADS THAT THIS WE'RE TRYING TO CAPTURE IS CHANGES IN, IN, UH, IN FLIGHT. 
          UM, AND THIS DOES, I SAW A, A QUESTION IN THE QUEUE POP UP. 
          UH, THIS, THIS, THE INTENTION IS THAT THIS WOULD APPLY FOR BATCH ZERO LOADS AS WELL. 
          UH, WE WILL NOT HAVE THIS, UH, PORTAL CHANGE PROCESS STOOD UP FOR BATCH ZERO LOADS. 
          UH, SO WE'LL HAVE TO DEFINE SOME SORT OF MANUAL PROCESS IN THE INTERIM, BUT, BUT THAT, THAT'S THE INTENTION. 
          COOL. 
          THANK YOU. 
          ALRIGHT, AND LAST QUESTION, ANU. 
          THANKS MATT. 
          THANKS JEFF FOR YOUR TIME. 
          UM, TWO QUESTIONS PLEASE. 
          IF I MAY, THE FIRST WAS RELATED TO THE CHANGE IN THE IN-SERVICE DATE WHERE YOU MENTIONED IF THE IN-SERVICE DATE MOVES IN YOU, THE PROJECT HAS MOVED TO THE NEXT BATCH FOR STUDY. 
          UM, IS THERE A, IS THERE A WINDOW WHERE THAT CHANGE IS NOT DEEMED MATERIAL WHERE MAYBE THE, DOES IT, DOES THE MOVE NEED TO BE BE FROM THE EXISTING SUMMER TO THE PRIOR SUMMER WHERE THE SUMMER PEAK CASE USED CHANGES OR, YOU KNOW, A THREE MONTH WINDOW IS, IS ACCOMMODATED? UH, WOULD THAT BE EVALUATED ON A CASE BY CASE BASIS OR? YEAH, I THINK, UM, SO, SO WE'VE TALKED ABOUT THAT. 
          I THINK WE HAVE NOT YET DEFINED THAT, BUT I THINK WE WILL DEFINE THAT. 
          SO IF YOU'RE MOVING FROM JULY TO JUNE, UH, OR VICE VERSA, THAT THAT'S ALL THE SAME SUMMER SEASON. 
          RIGHT. 
          BUT IF YOU'RE MOVING FROM SAY, OCTOBER TO JULY, THAT THAT MAY BE DIFFERENT. 
          UH, WE HAVEN'T DEFINED THAT YET, BUT WE, WE'LL, WE WILL DEFINE THAT. 
          OKAY. 
          AND THE SECOND PART, MAYBE THIS IS, UH, AS WE WORK THROUGH THE PROCESS WE TALK ABOUT IT MORE, WAS, UM, YOU HAVE AN OPTION TO CANCEL AND JUMP OUT OF THE PROCESS AT ANY POINT. 
          AGAIN, SIMILAR QUESTION ON WHAT IMPACT THAT HAS, YOU KNOW, IF IT TRIGGERS A RE STUDY, IF IT, UM, WHAT WOULD DEEM A PENALTY FREE WITHDRAWAL, IF YOU WILL, WHERE YOU'RE NOT HARMING THE, THE BATCH PROCESS AS A WHOLE? UH, JUST CURIOUS ON WHAT THE, THE GUARDRAILS MIGHT LOOK LIKE FOR JUMPING OUT OF THE PROCESS. 
          YEAH, AND UM, THERE'S A COUPLE PARTS TO THAT. 
          SO ONE IS, UM, THERE MAY BE CERTAIN RULES AND, AND, UM, UH, AND, AND I'LL HAVE TO TALK TO CHRISTINA ABOUT THIS, BUT IN 58 41 THERE MAY BE, YOU KNOW, CERTAIN THINGS THAT ONCE YOU'VE PAID, THEN THOSE ARE NON-REFUNDABLE. 
          AND, AND, AND SO I WOULD NOT SAY IT'S PENALTY FREE AT, UH, YOU KNOW, FOR THAT. 
          BUT, UH, I THINK THERE WILL BE A POINT AND, AND, UM, WE HAVE NOT DEFINED WHAT THIS POINT IS AT, AT THIS TIME, BUT THERE WILL BE A POINT WHERE WE, WHEN WE START THIS STUDY, WHEN WE ARE BUILDING THE MODELS, UH, THAT IF YOU CANCEL AFTER THAT, THEN WE JUST WON'T, WILL NOT BE ABLE TO TAKE THE PROJECT OUT OF THE, THE CASES AND IT'LL, IT'LL CONTINUE THROUGH THAT STUDY PROCESS. 
          UH, WE, WE HAVE NOT YET DEFINED WHEN THAT IS. 
          AND I, I THINK WE NEED TO GET A LITTLE BIT FURTHER DOWN THE ROAD ON DEFINING HOW THAT BATCH AND CTP PROCESS, WHAT 
          [01:40:01]
THAT LOOKS LIKE BEFORE WE KNOW WHAT, WHAT THAT POINT IS. 
          ALRIGHT, SO THAT'S THE END OF THE QUEUE. 
          I SORRY FOR THOSE OF YOU IN THE ROOM, I CUT OFF THE QUEUE ABOUT 10 MINUTES AGO, SO WE CLEARED THAT OUT. 
          THIS IS WHERE WE'RE GONNA KEEP DRIVING FORWARD. 
          IF YOU HAVE THAT QUESTION, IF YOU WANT TO PUT IT IN THE CHAT, SAY, JEFF, CAN YOU ANSWER THIS LATER IN THE MEETING? MAYBE HE CAN COME BACK AND CYCLE ON SOME OF THOSE. 
          BUT, UM, WE'RE GONNA MOVE ON TO THIS PIECE THEN ERIC MEYER'S GOING, UM, PRESENT AND THEN WE'RE GONNA TURN IT OVER TO THE MARKET PARTICIPANT SIDE. 
          SO GO AHEAD JEFF. 
          YEAH, AND, AND, AND THESE WERE A COUPLE OF OTHER, UM, UH, TOPICS THAT GOT PUT ON THE PARKING LOTS AS WE WERE GOING THROUGH BATCH ZERO. 
          UH, SO THAT FIRST WAS, UM, IN, IN, UH, PREVIOUSLY IF A DYNAMIC MODEL CHANGED, THEN THE TSPS REVIEWED THAT CHANGE. 
          AND I THINK EVEN GOING INTO THE, UH, BATCH ZERO, UH, THE, THE JULY 10TH TIME PERIOD, IF THAT DYNAMIC MODEL CHANGED, THEN THE TSPS WERE THE ONES WHO REVIEWED THAT GOING FORWARD. 
          AND, AND THIS KIND OF GOES BACK TO THAT, UH, PREVIOUS SLIDE WE WERE JUST TALKING ABOUT. 
          ER, ERCOT WILL BE THE ONE WHO WILL REVIEW THE, UM, THE DYNAMIC MODEL GOING FORWARD. 
          SO IF THERE'S A CHANGE IN THE DYNAMIC MODEL, UM, THEN WHAT WE WILL, UH, BE DOING THAT, UH, REVIEW GOING FORWARD. 
          UH, AND THEN ANOTHER QUESTION THAT CAME UP DURING BATCH ZERO WAS, UM, WHO ESSENTIALLY WHO, WHO SHOULD BE DOING THE SUB SYNCHRONOUS OSCILLATION STUDIES GOING FORWARD? UM, AND IS WE'VE TALKED ABOUT IT. 
          WE, WE THINK THAT IT MAKES SENSE FOR THE, THE INTERCONNECTING TSP OR THE, THE, UM, WHAT'S CURRENTLY DEFINED AS LEAD TSP, BUT REALLY IT'S INTERCONNECTING TSP GOING FORWARD, UH, SHOULD, SHOULD CONTINUE TO DO THOSE SSO STUDIES. 
          SO, UM, YEAH, SO THAT, THAT'S ALL HAVE ON ON THOSE JUST REAL QUICK ITEMS AND, AND AGAIN, YOU KNOW, HAPPY TO TAKE FEEDBACK ON THAT IF UH, ANYBODY SEES THAT DIFFERENTLY. 
          UM, IF NO QUESTIONS ON THAT, I THINK WE CAN GO TO ERIC. 
          YEAH. 
          ALRIGHT ERIC, YOU HAVE THE FLOOR. 
          YOU SHOULD HAVE THE NEXT FOUR SLIDES. 
          OKAY. 
          ALL RIGHT. 
          SO RIGHT NOW WE'RE GONNA TALK ABOUT SHORT CIRCUIT ANALYSIS IN BATCH ZERO. 
          WE HAVE PRESENTED MOST OF THIS INFORMATION AT OTP, UH, SO OPG, SO IT WON'T BE A SURPRISE HOPEFULLY. 
          SO THERE'S BEEN SOME CONCERNS RAISED ABOUT THE CURRENT BACHELOR PROCESS AS IT RELATES TO SHORT CIRCUIT MODELING AND ANALYSIS. 
          SO THE TRANSMISSION SERVICE PROVIDERS HAVE IDENTIFIED THAT THEY NEED A SHORT CIRCUIT CASE TO DO ANALYSIS ON THE TRANSMISSION NEEDS THAT ARE IDENTIFIED IN BATCH ZERO TO MANAGE THE FALL CURRENTS ACROSS THEIR SYSTEM. 
          SO THERE'S A 60 DAY TIMELINE TO STUDY THOSE AND RETURN THE RESULTS TO HER CAP. 
          SO THE FEEDBACK WE'VE GOTTEN IS THAT THE TIMELINE IS TOO SHORT FOR SHORT CIRCUIT ANALYSIS TO BE DONE ALONG WITH THE CASE BUILT FROM SCRATCH. 
          NOW ONE OF THE PRIMARY ISSUES THAT'S BEEN FLAGGED IS RISING FAULT CURRENTS ACROSS THE SYSTEM. 
          AS WE SEE MORE TRANSMISSION NETWORK BUILD OUT, YOU KNOW, WE'RE GOING TO SEE THE FAULT CURRENTS CONTINUE TO RISE. 
          THIS HAS BEEN DISCUSSED AT THE SYSTEM PROTECTION WORKING GROUP OVER THE PAST FEW YEARS, JUST IN GENERAL BECAUSE IT'S SOMETHING THAT WAS ALREADY TRENDING ON THE SYSTEM. 
          AND AS WE SEE MORE BUILD OUT, IT'S GOING TO CONTINUE TO TREND. 
          THE HIGHEST BREAKERS ARE AROUND ABOUT 80 K AMPS OF FAULT CURRENT INTERRUPTING CAPABILITY. 
          IF YOU BYPASS THAT IN AN AREA OR IN A STATION, YOU'RE PROBABLY GOING TO HAVE TO REDESIGN THE SUBSTATION CONFIGURATION OR POTENTIALLY THE TRANSMISSION THAT IS GOING INTO IT TO REDUCE THAT FAULT CURRENT. 
          NOW EVERY TSP HAS A DIFFERENT SAFETY MARGIN ON THEIR BREAKERS, DIFFERENT RATING METHODOLOGY, YOU KNOW, SO THAT'S SOMETHING THAT THEY WILL NEED TO REVIEW ACCORDING TO THEIR PROTECTION GUIDELINES. 
          NOW THE POTENTIAL SOLUTIONS TO THE MAY REQUIRE UPDATES TO THE PROPOSED TRANSMISSION PLAN AS THAT'S GOING THROUGH, YOU KNOW, UH, TSP REVIEW. 
          SO WHAT WE ARE PLANNING TO DO, GIVEN THAT FEEDBACK, IS THAT ERCOT IS GOING TO MAKE A SHORT CIRCUIT CASE CORRESPONDING TO THE LAST YEAR OF THE BATCH SERIAL CASE. 
          THIS IS FOR 2032 AND THAT WILL BE USED IN CONJUNCTION WITH THE BATCH SERIAL CASES TO PERFORM SHORT CIRCUIT ANALYSIS. 
          WE'LL BASE THIS CASE ON THE LATEST AVAILABLE UH, SHORT CIRCUIT CASE FROM THE SYSTEM PROTECTION WORKING GROUP, WHICH REPRESENTS 2031. 
          SO THAT WAS PUBLISHED EARLIER THIS YEAR. 
          AND THEN WHAT WE'RE GONNA DO IS START CONDITIONING THAT AGAINST THE BASE CASE FOR BATCH ZERO FOR 2032. 
          SO WE'RE GOING TO NEED SOME INFORMATION FOR THAT. 
          WE'RE GOING TO NEED, YOU KNOW, TOPOLOGY INFORMATION TO CORRECT DISCREPANCIES AGAINST THE SHORT CIRCUIT CASE THAT EXISTS TODAY VERSUS THE BATCH ZERO BASE 
          [01:45:01]
CASE. 
          AND THEN WE'RE ALSO GONNA HAVE NEW TRANSMISSION EVENTUALLY AS OUR PLANNERS DO THEIR STUDIES AND RETURN THE PROJECT RESULTS. 
          NOW THAT INFORMATION, YOU KNOW, WE'RE GOING TO LOOK TO THE TRANSMISSION SERVICE PROVIDERS TO PROVIDE SOME SORT OF GENERIC IMPEDANCES SO WE CAN PUT THOSE IN. 
          AND THEN ALSO IF THERE'S ANY DETAILED SEQUENCE INFORMATION FOR EXISTING PROJECTS TO CORRECT BETWEEN MISMATCHES FROM THE STEADY STATE TO THE SHORT CIRCUIT MODEL, WE'RE ALSO GOING TO HAVE TO ADD GENERATION TO THE MODEL. 
          NOW, GIVEN THAT WE WILL LIKELY BE DIPPING INTO EXTRAORDINARY DISPATCH, WE TYPICALLY DON'T MODEL EXTRAORDINARY DISPATCH GENERATORS IN OUR SHORT CIRCUIT CASES. 
          SO WE DON'T, BECAUSE WE DON'T HAVE DETAILED SEQUENCE DATA, UH, OR ASSUMPTIONS FOR THAT. 
          SO IN ORDER TO DO THAT, WE'RE GOING TO HAVE TO MODEL THESE GENERATORS TO GET ACCURATE RESULTS FOR THE STUDY. 
          SO WHAT WE'RE GOING TO DO IS USE SOME GENERIC, UH, WHAT DO WE CALL IT, ASSUMPTIONS FOR THESE RESOURCES. 
          SO FOR CONVERTER INTERFACE RESOURCES, A KAI BS, WE'RE GONNA USE SOME CIR MODELS. 
          AND THEN FOR CONVENTIONAL GENERATORS WE'LL USE SIMILARLY SIZED UNITS AND DERIVE SOME IMPEDANCES FROM THERE. 
          NOW FOR THE NEXT STEPS, WE ARE TAKING A LOOK AT THE BASE CASE FOR BAT ZERO, WE'RE STARTING TO CONDITION OUR SHORT CIRCUIT MODEL AGAINST THAT, AND THEN WE'RE GOING TO COORDINATE WITH TSPS. 
          SEVERAL HAVE VOLUNTEERED TO HELP US FIGURE OUT WHAT THOSE GENERIC IMPEDANCES SHOULD BE. 
          AND IDEALLY WE WILL HAVE ONE FOR EACH SORT OF ASSET CLASS, YOU KNOW, FOR 7 65, 3 45, 1 15 KV LINES AND INTERFACING TRANSFORMERS. 
          SO BY THE TIME THAT THE TRANSMISSION PROJECTS ARE PROPOSED, WE'LL HAVE A LIBRARY OF IMPEDANCES TO INSERT. 
          WE HAVE FIVE TSPS THAT VOLUNTEERED TO HELP US FIGURE OUT WHAT THOSE GENERIC IMPEDANCES SHOULD BE. 
          AND THEN ERCOT WILL ALSO WORK ON THE GENERATOR IMPEDANCES AND BRING THOSE TO THE TSPS FOR REVIEW. 
          SEPARATELY, AS WE PREPARE THE BASE CASE FOR SHORT CIRCUIT ANALYSIS FOR 2032, WE ARE FINDING DISCREPANCIES BETWEEN OUR SYSTEM PROTECTION AND STEADY STATE CASES. 
          SO WE WILL BE REACHING OUT TO TSPS WHERE NECESSARY TO FIND, YOU KNOW, WHAT ARE THE PROPER IMPEDANCES FOR EQUIPMENT THAT YOU ALREADY HAVE OPERATIONAL OR PLANNED IN THE FIELD OR PLANNED. 
          SO WE DID ASK FOR SOME INITIAL FEEDBACK. 
          ONE WAS ON THE 60 DAY TIMELINE. 
          YOU KNOW, THIS IS NOT ANYTHING THAT'S CHANGING FOR BATCH EURO, THIS IS JUST TO INFORM THE FUTURE. 
          AND YOU HAD A LOT OF THESE QUESTIONS IN THE SURVEY RESULTS, SO I WON'T GO INTO THAT. 
          AND THEN THE OTHER ONE WAS, YOU KNOW, 60 DAYS. 
          HOW DO YOU, HOW ARE YOU GOING TO MEET THAT AND ARE THERE ANY REPORTS OR SCREENING THAT ERCOT CAN PROVIDE TO HELP ACCELERATE AND ENSURE THAT YOU CAN COMPLETE YOUR WORK? WE DIDN'T GET TOO MANY ANSWERS FOR THAT ONE. 
          UM, ALTHOUGH THERE WERE SOME CONCERNS ON MODELING FIDELITY SCOPE DEFINITIONS AND APPLYING LESSONS LEARNED. 
          SO AS WE GO FORWARD, WE'LL CONTINUE TO ASK, YOU KNOW, AND WORK WITH THE TSPS TO SEE WHAT CAN WE PROVIDE IN ADDITION TO THE CASE TO MAKE THIS GO SMOOTHER. 
          ALRIGHT, THANKS ERIC FOR THE WORK ON THIS. 
          UH, HARSH SIDE QUESTION. 
          GO AHEAD. 
          YEAH, ERIC, THANK YOU FOR THE PRESENTATION AND COULDN'T AGREE MORE WITH THE PROBLEM STATEMENT SLIDE. 
          UM, MY QUESTION IS, AT WHAT POINT IN THE PROCESS WILL  PRODUCE THAT CASE? THE SYSTEM PROTECTION CASE? YEAH, SO WE ARE STARTING NOW THE 2032 CASE SHOULD BE THE FIRST ONE BUILT EVEN IN THE STEADY STATE REALM. 
          SO WE'LL CONTINUE TO PICK THAT UP ONCE THAT'S COMPLETE AND CONTINUE MODEL DEVELOPMENT. 
          I AM NOT GOING TO GIVE YOU AN EXACT TIMELINE RIGHT NOW BECAUSE WE KNOW TIMELINES ARE IN FLUX, BUT IDEALLY IT SHOULD BE READY BEFORE YOU HAVE TO BEGIN THE REFINEMENT PORTION. 
          OKAY. 
          SO IT'LL HAPPEN POST BATCH STUDY, PRE-COMMITMENT STUDY. 
          I DON'T WANNA GIVE YOU TIMELINES BECAUSE EVERYTHING'S IN FLEX. 
          OKAY, THAT'S FAIR. 
          SO IDEALLY YOU'LL GET IT A LITTLE EARLIER, YOU KNOW, THAN JUST THE START OF NOT REFINEMENT, BUT YOU KNOW, WHEN YOU HAVE TO DO YOUR ANALYSIS. 
          OKAY. 
          MY POINT THERE THOUGH IS THAT IT'S CRITICAL THAT WE INCLUDE THE PROJECTS THAT WILL BE JUSTIFIED IN THE BATCH STUDY 'CAUSE CORRECT? YES. 
          SO THE PROJECTS THAT ARE INCORPORATED FOR 2032 WILL BE PULLED INTO THIS CASE. 
          SO WE HAVE TO WAIT UNTIL THOSE PROJECTS ARE IDENTIFIED TILL WE CAN INSERT THOSE. 
          OKAY, PERFECT. 
          AND THEN THE 60 DAYS CLOCK, IS THAT THE SAME TIME AS THE COMMITMENT STUDY CLOCK? ARE THOSE STUDIES GOING IN PARALLEL? AND THE, MY QUESTION THERE IS WHAT HAPPENS IF EVALUATION OF SHORT CIRCUIT CHANGES A PROJECT AND YOU'RE ALSO AT THE SAME TIME DOING THAT COMMITMENT STUDY IN HOW ARE YOU GONNA RECONCILE THE DIFFERENCES IF THERE, THERE NEEDS TO BE A NEW PROJECT THAT GETS IDENTIFIED? YEAH, SO THE 60 DAY TIMELINE IS BEFORE THE, WHAT IS IT, THE 
          [01:50:01]
END OF A REFINEMENT. 
          SO I HAVE A WE'LL COME BACK OR EITHER WITH SOME MORE DETAILED BREAKDOWNS OF THE EXACT TIMELINES, BUT WITHOUT PINNING DATES TO THEM, IT'S A LITTLE DIFFICULT TO TRACE THEM BACK. 
          BUT YES, THERE WILL BE, YOU HAVE TO GET THEM TO ERCOT EARLY ENOUGH SO THAT WAY IF ERCOT CAN INCORPORATE THAT INTO ITS REFINEMENT STUDY. 
          PERFECT. 
          AND THEN THE LAST QUESTION THEN WOULD BE, I KNOW THAT ILLE HAS TO POST SECURITY BEFORE THAT REFINEMENT STUDY EVEN BEGINS. 
          SO IF YOU IDENTIFY A NEW PROJECT DURING THE REFINEMENT STUDY, HOW WILL YOU RECONCILE THAT SECURITY AS WELL? AND DON'T NEED AN ANSWER TODAY, BUT JUST SOMETHING TO THINK ABOUT. 
          YEAH, VERY GOOD. 
          ALRIGHT. 
          UM, CLAYTON, HEY ERIC, I WAS GONNA ASK ABOUT THE, UH, THE GEN ASSUMPTIONS BECAUSE IT'S NOT JUST THE TYPE OF GEN THAT'S KIND OF CRITICAL THERE, BUT IT'S ALSO THE LOCATIONS. 
          UM, IF YOU'RE FINDING THAT THE GEN IS LOCATING IN DIFFERENT AREAS, REGIONS, UH, THAN YOU THOUGHT IN THE ASSUMPTIONS, HOW QUICKLY CAN THAT BE REVISED? HOW QUICKLY WILL THE REST STUDY BE DONE ON THE SHORT CIRCUIT SIDE? COULD YOU REPEAT THAT? AT LEAST I COULDN'T HEAR THAT IN THE ROOM OR IF SOMEBODY COULD HEAR IT. 
          I'M, I'M SORRY. 
          I'LL TRY TO BE A LITTLE MORE CLEAR. 
          UM, ON THE GEN YOUR ASSUMPTIONS ARE, YOU'RE, YOU'RE MAKING SOME ASSUMPTIONS ON NOT ONLY THE TYPE OF GENERATION WHICH IS GONNA IMPACT YOUR MODEL, BUT ALSO THE LOCATION WHICH COULD ALSO VARY WIDELY FROM WHERE YOU ASSUMED IT TO BE. 
          UM, HOW QUICKLY WOULD YOU BE REVISING THE RESULTS ONCE THE ACTUAL DATA IS AVAILABLE? SO AT LEAST IN THE SHORT CIRCUIT PORTION, WE ARE NOT MAKING ASSUMPTIONS ON THE VOCATION AND THE FUEL TYPE OF THE GENERATORS THAT WILL BE DETERMINED IN THE STEADY STATE PORTION AS THEY, YOU KNOW, SECURE ENOUGH GENERATION FOR THE CASES WE WILL, OUR ASSUMPTIONS WILL JUST BE AROUND THE SORT OF IMPEDANCE AND FAULT RESPONSE CHARACTERISTICS OF THE UNITS IN THE CASE, IN THE BASE CASES. 
          OKAY. 
          BUT, BUT THE STEADY STATE STUDIES ARE ALSO MAKING PRETTY BIG ASSUMPTIONS. 
          YOU, YOU'RE ADDING 170 GIGS TO THE SYSTEM. 
          WE DON'T HAVE 170 GIGS OF JEN. 
          YEAH. 
          HEY CLAYTON, IT'S CHRISTIE. 
          SO I THINK THERE WERE SOME DISCUSSIONS AT RPG EARLIER THIS WEEK WHERE WE STARTED TEEING UP. 
          UM, IF YOU'VE, IF YOU'VE SEEN THE OVERALL NUMBERS AND YOU'VE LOOKED AT WHAT IS IN THE GENERATION INTERCONNECTION QUEUE, WE ARE GONNA HAVE TO GO TO SOME OF OUR PROCESSES TO HAVE ENOUGH GENERATION TO BE ABLE TO SOLVE THE CASE. 
          AND SO WE WILL BE WORKING ON WITH RPG IN THE COMING WEEKS, WHAT DOES THE SCOPE OF THAT LOOK LIKE SO THAT WE CAN GET SOME FEEDBACK AS WE BUILD THE CASES FOR BATCH ZERO. 
          SO THAT'S STILL TO BE DETERMINED. 
          OKAY. 
          SO AT LEAST IT'S ON YOUR RADAR. 
          THAT'S GOOD, THANK YOU. 
          ALRIGHT, AND LAST QUESTIONS ANDRE. 
          HEY ERIC, SANDRE WITH CYPRESS CREEK. 
          QUICK QUESTION. 
          UH, IF SHORT CIRCUIT STUDIES SHOW THAT MULTIPLE LOADS ARE OVERLOADING A A BREAKER, IS ERCOT GOING TO DETERMINE A PROCESS TO REPLACE THESE BREAKERS OR IS THIS GOING TO BE A CASE BY CASE AND THE REPLACEMENT COST ON THE PROCESS IS GONNA BE DETERMINED BY THE TSP AND NOT ER CODE? AND AND THE REASON I BRING THIS UP AND I ASK IS BECAUSE ON THE GENERATION PROCESS IT, IT SEEMS TO BE A GRAY AREA WHERE IT SEEMS THAT ALL GENERATORS THAT IMPACT A BREAKER NEED TO POST MONEY FOR THESE REPLACEMENTS. 
          BUT THE ACTUAL COST SEEMS TO BE ON A FIRST COME, UH, FIRST BASIS, WHOEVER COMES ONLINE FIRST REPLACES THESE BREAKERS. 
          I WILL DEFER ON THE COST TO SOMEONE ELSE, BUT IN TERMS OF WHO IS CONDUCTING THE STUDY AND THE IDENTIFICATION OF THE MITIGATION, THAT WILL BE THE TSP  DOES NOT HAVE THE FULL SET OF BREAKER RATINGS AVAILABLE TO DO THAT ANALYSIS. 
          I SEE. 
          SO ER'S NOT GONNA DETERMINE ANYTHING ABOUT THAT PROCESS. 
          LIKE IF SOME LOADS ARE LIKE OVERLOADING SPECIFIC UH, BREAKERS, WE NEED TO BE DEALING WITH THE TSPS DIRECTLY. 
          I THINK WE WILL THINK ABOUT THAT AND WE'LL COME BACK IF WE HAVE ANY MORE INFORMATION. 
          OKAY. 
          THANK YOU. 
          ALRIGHT, WELL AT THIS POINT WHAT WE'RE GONNA DO, ERIC, IF YOU DON'T MIND JUST HITTING THE NEXT SLIDE THAT'LL HELP I GET TO THE TOP. 
          SO BETWEEN NOW AND LUNCH IS WE'RE GONNA TRY TO SQUEEZE IN AN HOUR TO AN HOUR AND A HALF OF, UM, THE NEW STAKEHOLDER CONCEPTS. 
          AND, UH, I THINK FIRST STEP IS GONNA BE MONICA WITH RA AND I WILL APOLOGIZE TO JESSE THERE. 
          THEY'RE ON THE NEXT, SORRY, LEMME GET TO THE FRONT. 
          I'M MAKING A MESS. 
          HOLD ON. 
          YOU WANT ME TO PUT UP THE, ALL RIGHT. 
          WHAT I WAS GONNA SAY IS IN TERMS OF THE RUN OF SHOW HERE, 
          [01:55:01]
SO THIS WAS GONNA PRESENT AND THEN SAM HAD A COUPLE OF THESE. 
          JESSE HAD, UH, A PIECE OF THIS, AND THEN BLAKE WAS GONNA DO THE BASE POWER WHITE PAPER. 
          AND JESSE, IF I MISSED YOUR TITLE ON HERE, RIGHT, I KNOW THAT YOUR PRESENTATION IS UP. 
          SO LET ME TURN THIS OVER TO MONICA. 
          LET ME TRY TO OPEN THIS UP. 
          AND I JUST, I'M JUST CURIOUS. 
          THERE WE GO. 
          YEP. 
          THANK YOU. 
          OKAY, COOL. 
          UM, SO HELLO EVERYONE. 
          I'M MONICA JA FROM RA. 
          UM, WE WANTED TO, SO HERE AT WE ARE, WE WANTED TO START A DISCUSSION ON THIS OLD SLASH NEW CONCEPT IDEA, WHICH IS INTEGRATING AN OPEN SEASON INTO THE LARGE LOAD INTERCONNECTION BATCH PROCESS. 
          SO YOU GUYS MIGHT HAVE, MIGHT HAVE ALREADY SEEN THE SLIDE DECK AND JUST BASED ON IT YOU CAN, I WANT TO JUST STILL REITERATE, THIS IS JUST A CONCEPT FOR DISCUSSION, NOT BY ANY MEANS ANY FLUSHED OUT PROPOSAL, BUT THE CORE IDEA IS SIMPLE. 
          UH, RIGHT NOW, TRANSMISSION PLANNING FOR LARGE LOAD TODAY IS TOTALLY, IS LARGELY REACTIVE. 
          AND OPEN SEASON ADDS A MARKET BASED TEST THAT TURNS SPECULATIVE INTERCONNECTION INTEREST FOR OF LARGE LAWS INTO BINDING COMMITMENTS BEFORE ANY TRANSMISSION IS BUILT UP. 
          SO THE OPEN SEASON MODEL IS NOT NEW TO THE INDUSTRY FORK RELIES ON IT FOR ITS, UH, TO CERTIFY DEMAND FOR CERTIFYING NEW PIPELINE CAPACITY FOR SPP RECENTLY, FOR RECENTLY ACCEPTED AN ENTRY FREE FRAMEWORK FOR ITS, UH, WHEN A PER MEGAWATT GRID C CHARGE WAS HAS, WAS APPROVED EVEN IN OUR CARD. 
          THIS IDEA WAS FLOATED A COUPLE OF YEARS BACK BY BILL DURING THE BILL FROM NRG, DURING THE PERMIAN BASIN RELIABILITY PLAN DISCUSSION. 
          SO WE JUST WANTED TO PRESENT THIS IDEA TO GET THE STAKEHOLDERS THINKING ABOUT IT. 
          UM, HOLD ON. 
          GOTTA DOWN THIS ONE. 
          OKAY. 
          SO DOES, UM, AT, AT LEAST TO EVERYONE ON THIS ROOM, THIS SLIDE IS NOT NEW NEWS. 
          WE, WHAT WE ARE TRYING, BUT IT KIND OF CAPTURES THE PROBLEM THAT WE ARE TRYING TO SOLVE. 
          LOOK, LOOK FOR A SOLUTION FOR, UH, THE LARGE LOAD INTERCONNECTION QUEUE AT THE MOMENT REFLECTS FARM AND  AND ALL OVER THE US, BUT ESPECIALLY FOR ARCA REFLECTS A FAR MORE INTEREST. 
          AND THEN ARCAS ALL TIME PEAK DEMAND. 
          NOT ALL OF IT IS REAL, WHICH A LOT OF FOLKS, UM, ACKNOWLEDGE, BUT TODAY WE CAN'T TELL, WHICH IS BECAUSE INTERCONNECTION IS HANDLED REACTIVELY, WE IDENTIFY UPGRADES, ASSUMING EVERY REQUEST WILL PROCEED, COMMITMENTS COME ONLY AFTER THE WORK IS DONE. 
          THE RESULT IS, UM, AN OVERBURDENED STUDY PROCESS, BUT OF ASSUMPTIONS BEING MADE, UNPREDICTABLE COST UNCERTAINTY FOR NEW ENTRANTS, EXISTING CUSTOMERS AND OTHER MARKET PARTICIPANTS. 
          SO THAT'S THE, THAT'S THE REASON WE KIND OF WANNA START THIS DISCUSSION OF USING UP OPEN SEASON TO, AS A SOLUTION TO DO SOME PROACTIVE TRANSMISSION PLANNING. 
          UH, ALSO WE, UH, JUST THE FACT THE JURISDICTIONAL SET SETUP UP OF OR CARD WITH ITS SUPPORT OF PUC, IT MAKES IT MUCH EASIER TO IMPLEMENT. 
          WE FEEL THIS IDEA IN LARGE LOAD INTERCONNECTION PROCESS. 
          SO THE MECHANIC OF THE, THE OPEN SEASON IN NUTSHELL CONSISTS WHAT CONSISTS OF THESE FIVE STEPS, WHICH IS IDENTIFY, OFFER, BID, SELECT, AND BUILD. 
          SO OUR CAT WOULD USE THE CURRENT BATCH CTP PROCESS TO PINPOINT UPGRADES, DELIVERABLE IN ROUGHLY, SAY SHORT TERM FIVE YEARS IN, MAYBE IN A REGIONAL WAY. 
          UM, OFFER, UH, THEY WOULD POST THE CAPABILITY, UM, THAT WILL BE, AND ALONG WITH THE RULES THAT WILL BE USED TO SCORE THE BITS, THIS WILL BRING UP THE TRANSPARENCY OF HOW THE BITS WILL BE EVALUATED UPFRONT. 
          AND TO CANNOT NOT HAVE ANY BLACK BOX, BLACK BOX, UH, EVALUATION HAPPENING. 
          LA THE LA THE, IN THE, IN THE, DURING THE BIDDING TIMEFRAME, THE LARGE LOAD CUSTOMERS WOULD SUBMIT FINANCIALLY BINDING BIDS. 
          UM, AND THEN DURING THE SELECTION PROCESS, 
          [02:00:01]
ARD WOULD, A CAPABILITY WILL BE AB AWARDED TO THE CONFIGURATION, RETURNING THE HIGHEST VALUE PER MEGAWATT UP TO THE PLANNED CAPACITY. 
          AND THEN ARD WILL THEN ARCH ARCHIVE WILL APPROVE THE PROCEEDS WITH THE NORCA, DOESN'T PROCEED WITH THE UPGRADES, IT APPROVES THE UPGRADES WITH THE TSPS GO OUT TO BUILD. 
          AND THE COMMITTED LOADS HOLD UP DEFINED RIGHT TO WITHDRAW ENERGY AT THE POINT OF INTERCONNECTIONS. 
          SO BASICALLY THE AWARD CREATES THE OBLIGATION WHILE PC APPROVED RULES, MAKE SURE THE LOADS DRIVING THE NEED CARRY IT. 
          I TOTALLY UNDERSTAND THAT THIS IS, ONE SLIDE IS A VERY SIMPLISTIC VIEW OF THE PROCESS AND IT WILL TAKE A LOT OF STAKEHOLDER ENGAGEMENT TO HASH IT OUT. 
          BUT WE FEEL IT'S A PROCESS THAT KIND OF FITS VERY WELL WITH THE CONSTRUCT BEING DISCUSSED. 
          SO THIS IS, THIS SLIDE IS OUR CAT SLIDE FROM AUGUST 31, 30 FIRST PRESENTATION OF THE LAYOUT OF HOW THEY'RE ENVISIONING THE INTEGRATED BATCH PROCESS AND JUST KINDA ADDED THIS OPEN SEASON CONCEPT OVER HERE. 
          WE FEEL IT COULD RUN TOWARDS THE END OF THE BATCH STUDY AND BEFORE THE FINAL COMMITMENT WINDOW. 
          EVERYTHING UPSTREAM AND DOWNSTREAM WOULD REMAIN AT THE SAME AS ENVISIONED OR CHANGE AS FOR HOW THE DESIGN EVOLVES IN THE LARGER DISCUSSION. 
          SO WE FEEL THIS IS LIKE A, SOME, THIS IS SOMETHING LIKE A HYBRID OF A BATCH ALLOCATION AND BATCH COMMITMENT WINDOWS, SINCE IT WOULD ALLOW AN AUCTION SEQUENCE TO ALLOCATE SCARCE INTERCONNECTION CAPACITY TO THE LARGE LOADS WITH THE GREATEST WILLINGNESS TO BUY. 
          NOW, UM, ZOOMING ON IN THIS, ON THIS ONE INSERTION POINT, WHICH I HAD, THE OPEN SEASON RUNS, BASICALLY, IT RUNS AS A MARKET TEST IMMEDIATELY BEFORE THE LOADS DEVELOPERS COMMIT TODAY. 
          SO THERE ARE THREE, THREE STEPS, WHICH HAS BEEN OPEN, AND OUR CARD WILL POST THE CAPACITY ITY. 
          THE BAD STUDY FINDS DELIVERABLE WITH SCORING RULES DURING THE BIDDING PHASES, RATHER THAN WHAT HAPPENS RIGHT NOW. 
          UH, THAT SIMPLY LARGE LOADS ELECT TO MEET THE COMMITMENT REQUIREMENTS HERE. 
          THE LARGE WILL BID FOR DEFINED WITHDRAWAL CAPABILITY. 
          THESE WILL BE BINDING BIDS BACKED BY FINANCIAL SECURITY. 
          AND, AND THEN AT THE AWARD TIME AT THE CAPACITY WILL GO TO THE BID CONFIGURATION WITH THE HIGHEST VALUE PER MEGAWATT UP TO THE PLAN CAPACITY, WHICH OUR CUT HAS DETERMINED WHEN IT STARTED THE AUCTION AT THE OPEN OF THE AUCTION PERIOD. 
          THE KEY MESSAGE WE WANNA KIND OF PUT OUT HERE IS THIS IS NOT A MAJOR DEVIATION FROM WHAT'S WHAT IS BEING DISCUSSED AT THE MOMENT. 
          AWARDS FEED THE SAME COMMITMENT WINDOW, UH, FEED THE SAME COMMITMENT WINDOW AND EVERYTHING DOWNSTREAM. 
          THE REFINEMENT STUDY, RRP G LIKE REVIEW, ENDORSEMENT, ALL PROCEEDS AS BEING DISCUSSED IN, UH, HERE BUT ON MEGAWATT THAT HAS ALREADY CLEARED A MARKET TEST. 
          UM, SO JUST ON A IN, WELL BEFORE CLOSING, JUST SOME OF THE EXPECTED BENEFITS THAT WE FEEL, UH, THIS BRINGS TO THE TABLE, UH, IS WE HAVE SEEN THE NUMBERS IN THE CURRENT QUEUE AND IN THE BAD ZERO NUMBERS. 
          EVERYONE WANTS THE BAD ZERO TO RUN FASTER AND THERE ARE PRACTICAL LIMITS TO WHAT CAN THE TIMING AND WHAT CAN BE INCLUDED IN A, IN THE PLANNING CASES. 
          SO WE FEEL COMPETITIVE MARKET IS THE MOST FAIR WAY TO HANDLE THAT. 
          THE OPEN SEASON, IT IS A MARKET TEST COMPETITION WILL ALLOCATE THE SCARCE REPORT IS SOURCE, WHICH IS THE, WHICH IS THE INTERCONNECTION CAPACITY HERE. 
          AND, AND IT, THE GOOD PART IS IT IS IT SELF CORRECTS ITSELF. 
          SO IF THIS CAPACITY STOPS BEING SCARCE IN FEW YEARS, THE AUCTION RESULTS WILL REFLECT THAT. 
          IT GIVES RIGHT TO COMMIT, READY TO COMMIT LOADS, A FASTER FIRMER PATH TO SERVICE. 
          IT'S BECOMES EASIER FOR FOLKS TO ACTUALLY DEVELOP PROJECTS. 
          THEY KNOW FOR SURE WHAT THEY'RE GETTING WHEN THEY'RE GETTING IT WOULD REDUCE THE GAP BETWEEN THE REQUESTED AND ALLOCATED MEGAWATT FILTER SPECULATIVE INTERESTS BEFORE THE COMMITMENT WINDOW. 
          IT WILL MATERIALLY INCREASE THE CONFIDENCE IN THE LOAD FORECAST. 
          BROADER MARKET WILL HAVE FAITH IN WHAT'S COMING AND THAT WILL BE HOPEFULLY REFLECTED IN MARKET FORWARDS AND MARKET SIGNALS. 
          THERE ARE, WE TOTALLY ACKNOWLEDGE THERE ARE ARE A BUNCH OF OPEN QUESTIONS ON IT, BUT ONE OF THE OPEN QUESTION IS, ARE WE KIND OF BRAINSTORMING INTERNALLY WHEN WE'RE THINKING ABOUT THIS CONCEPT? IS HOW WOULD THE REVENUE GENERATED FROM THE AUCTION BE HANDLED? THERE ARE MANY IDEAS, SOME WHICH WE DIDN'T WANT TO PUT HERE, LIKE RETURNING IT TO THE THERMAL GENERATION, BUT THE ONES OUT HERE IS, UH, WHICH WAS NET'S IDEA HONESTLY. 
          SO 
          [02:05:01]
THE, THE OTHER SIDE CAN FLOW BACK TO LOAD SIMILAR TO CARD REVENUE OFFSET THE SYSTEM ADMIN FEE. 
          THERE ARE CUSTOMER BUILD PAYMENT ASSISTANT FUNDING. 
          THESE ARE JUST SOME OF THESE IDEAS WHICH, UH, WE WANTED TO PUT IT OUT THERE. 
          WE TOTALLY UN RECOGNIZE THIS IS A POLICY CONVERSATION WOULD REALLY BENEFIT FROM STAKEHOLDER ENGAGEMENT. 
          WELL, THE, WHAT WE WANNA POINT OUT HERE IS THE HOOD IS RIGHT NOW OPEN ON THE WHOLE TRANSMISSION PLANNING AND LOAD INTERCONNECTION. 
          WE WANTED TO GET THE CONCEPT OUT. 
          WE WANT TO MAKE A GOOD FAITH EFFORT TO GET OUR CURRENT STAKEHOLDERS TALKING ABOUT IT. 
          AND WITH THAT, I'M HAPPY TO TAKE EASY QUESTIONS AND WHEN ANY HARD ONES I HAVE NET OVER THERE. 
          SO, ALRIGHT, FIRST ONE'S UP IS FROM CLAYTON. 
          YEAH. 
          UH, THANK YOU FOR THE, UH, FOR THE PRESENTATION. 
          I'VE, I'VE GOT A FEW QUESTIONS MM-HMM . 
          AND, AND I, I KNOW IT'S EASY TO BEAT UP ON, ON STUFF THAT SOMEBODY PUTS OUT THERE, SO I APOLOGIZE FOR THAT IN ADVANCE. 
          BUT WHENEVER I PUT MY, MY BID IN, WHAT AM I BIDDING FOR? AM I BIDDING FOR, YOU KNOW, 2029 POWER? UM, YOU KNOW, OR AM I JUST BIDDING FOR A SLOT IN THE STUDIES? I THINK YOU ARE BID, THAT'S, THOSE ARE CLAYTON, I DON'T HAVE ALL THE MECHANICS THOUGHT THROUGH OF HOW THE BIDDING FOR DIFFERENT YEARS WOULD WORK, BUT I FEEL THAT THE AUCTION SHOULD BE PER YEAR, PER SE, OR THIS, MAYBE I SHOULDN'T EVEN GO DOWN THAT PATH RIGHT NOW. 
          I DON'T KNOW THE ANSWER, REAL ANSWER TO YOUR QUESTION WHETHER YOU'RE BIDDING FOR YOUR FINAL MEGAWATT OF YOUR RAMP VERSUS EVERY YEAR'S RAMP. 
          BUT, UH, THAT'S A GOOD QUESTION TO GO IN DETAILS WITH NED. 
          HAVE AN ANSWER FOR THAT. 
          NED. 
          HEY CLAYTON. 
          YEAH, THAT, THAT'S A, IT'S A GOOD DESIGN QUESTION I THINK AS PART OF THE CONVERSATION THAT WE WANT TO TEE UP. 
          BECAUSE YOU COULD LOOK AT IT AS A, YOU KNOW, FIRST TO ENERGIZE. 
          YOU COULD LOOK AT IT AS A TOTAL ENERGIZATION OR YOU COULD LOOK AT IT ON A YEAR BY YEAR, UM, YOU KNOW, ALLOCATION ALTERNATIVE. 
          THAT'S ULTIMATELY WHAT THIS IS, IS WHEN THERE'S MORE DEMAND FOR INTERCONNECTION CAPACITY THAN WHAT THE SYSTEM, UH, CAN PROVIDE, THEN WE, WE BASICALLY, YOU HAVE A, A, A SCENARIO WHERE YOU EITHER HAVE TO, UM, RATION INTERCONNECTION RIGHT IN, IN ECONOMICS. 
          THAT'S TYPICALLY THE, UH, UH, NOT CONSIDERED THE BEST WAY TO DO THINGS. 
          BUT THAT'S WHAT THE ALLOCATION PART, UH, YOU KNOW, PART OF THE BATCH PROCESS IS. 
          SO WHAT THE, YOU KNOW, THE IDEA THAT WE'RE PUTTING FORWARD HERE IS YOU CAN USE MARKETS AND, UM, YOU KNOW, THE, THE ECONOMICS OF WILLINGNESS TO PAY TO ALLOCATE THAT SCARCE RESOURCE MORE EFFICIENTLY. 
          AND THERE'S A NUMBER OF WAYS YOU CAN DO THAT. 
          OKAY. 
          I, I'M, I'M SURE YOU UNDERSTAND THAT POWER VERSUS 33 POWER IS, IS HUGE VALUE DIFFERENTIAL. 
          SO IF YOU DON'T KNOW THAT GOING IN, I DON'T KNOW HOW YOU EVEN PUT A BID TOGETHER FOR THIS. 
          AND THEN IF YOU ARE GONNA SAY, OKAY, WE'RE GONNA, WE'RE GONNA ISSUE IT BY YEAR, THAT'S PRESUMING STUDY RESULTS THAT I DON'T THINK YOU'VE EVEN MADE YET. 
          SO I'M NOT SURE, YOU KNOW, I THINK THERE'S SOME PARTS HERE THAT, THAT NEED TO GET IN LINE. 
          UM, BUT, BUT I DO APPRECIATE, YOU KNOW, THE FACT THAT YOU GUYS HAVE PUT, YOU KNOW, YOU'VE PUT YOUR FOOT FORWARD AND AT LEAST GOT GOTTEN AN IDEA OUT THERE THAT RESEMBLES MARKETS. 
          SO I DO APPRECIATE THAT. 
          IT'S JUST SOME OF THESE MECHANICS, I DON'T KNOW IF WE CAN BRING THEM. 
          THANK YOU. 
          ALRIGHT, NEXT UP SHANNON. 
          UH, I'D LIKE TO SAY THANK Y'ALL FOR PUTTING THIS TOGETHER. 
          UH, THE FIRST TIME I SAW IT WAS THIS MORNING, DIDN'T, UH, HAVE ANY IDEA Y'ALL WERE WORKING ON SOMETHING LIKE THIS? I THOUGHT I WAS GETTING A GRASP OF IT UNTIL I GOT TO YOUR LAST PAGE. 
          UM, SO LET ME ASK, OR LET ME JUST SAY WHAT I THOUGHT THIS WAS DOING. 
          IF WE LOOK AT YOUR PAGE THAT HAD THE BIG FLOW CHART ON IT OR THE, UH, THAT'S FINE. 
          YOU KNOW, BEFORE YOU SAID THE OPEN SEASONS RUN HERE, WHICHEVER ONE THAT WAS PRIOR PAGE, MAYBE IT, IT FEELS LIKE WHAT YOU'RE PROPOSING IS AT THE END OR ESSENTIALLY WHEN WE GO BACK ONE PAGE WHERE YOU HAD THE YEAH, THAT ONE, IF I UNDERSTAND CORRECTLY, WHERE YOU HAVE OPEN SEASON RUNS HERE, IF WE TOOK BATCH ZERO AS, UM, YOU KNOW, OUR EXAMPLE, ARE YOU SAYING THERE THAT AT THE, WHEN ERCOT, UH, COMES BACK WITH THE BATCH STUDY RESULTS, IS THAT WHERE OPEN SEASON RUNS HERE IS INSERTED IS, SO LET ME JUST START WITH THAT QUESTION. 
          SO RIGHT NOW FOR BAD, SO THINKING ABOUT BAD ZERO, THE WAY I'M THINKING OF IT IS IT WOULD BE 
          [02:10:01]
 GETS THE, ALL THESE INPUTS, DATA INPUTS YEAH. 
          IT KNOW WHAT IT NEEDS TO RUN THE INITIAL ALLOCATION FOR AT THAT POINT. 
          SUPPOSE IT SAY IT, IT FEELS THAT IT HAS, THE REQUEST IS FOR 2, 200, 200 MEGAWATT. 
          SORRY. 
          REQUEST IS FOR TO REQUEST 200, 200 GIGAWATT VERSUS THE CAPACITY THAT ARCA WILL DETERMINE AT THE HERE BASED ON, UM, I'M TRYING TO UNDER, SO LET ME TAKE IT BACK. 
          IS MY QUESTION NOT CLEAR? DO I NEED TO GET MORE, I'M TRYING TO UNDERSTAND IF THE ALLOCATION HAS ALREADY HAPPENED TO DIFFERENT LOADS. 
          IS THAT WHERE THE BA THIS HAPPENS OR IT'S BEFORE THAT? YEAH. 
          THE WAY I WAS THINKING ABOUT IT WHEN I HAD THE, HMM, MAYBE THIS COULD BE A GOOD IDEA, IS IF IT'S AT THE END OF THE BATCH ZERO STUDY PROCESS MM-HMM . 
          UH, ESSENTIALLY THE DAY THE 60 DAY CLOCK STARTS, UM, THEN I'M SEEING A WAY IT COULD WORK IN THAT ESSENTIALLY EVERYBODY HAS COMMENTED ON THIS, WELL, YOU KNOW, LET'S SAY HYPOTHETICALLY ERCOT AWARDS A HUNDRED, A HUNDRED GIGAWATTS OF THIS, UM, YOU KNOW, IN THAT PROCESS THERE WILL NOT NECESSARILY BE A HUNDRED GIGAWATTS THAT MOVES FORWARD THAT, UH, EVERYBODY ACKNOWLEDGES THAT. 
          SO TO THE DEGREE OPEN SEASON RUNS HERE MM-HMM . 
          WAS A TRANSPARENT, UM, BULLETIN BOARD, IF YOU WILL, UH, THAT EVERY LOAD GOT ANNOUNCED. 
          UH, YOU KNOW, HERE IS THEIR RAMP SCHEDULE BY YEAR. 
          SO IT'S 28, 29, 30, HERE'S HOW MANY MEGAWATTS HERE IS THE, UM, CONTACT PERSON. 
          HERE'S HOW TO CONTACT THAT PER UH, PARTY THAT ILLE AND IT CREATED MARKET TRANSPARENCY. 
          I THINK THAT COULD ACTUALLY BE A GREAT THING. 
          UH, IT'D REMOVE A LOT OF THE FRICTION THAT EXISTS IN THE MARKET. 
          UM, SO IF, IF THAT WERE WHAT YOU WERE THINKING MM-HMM . 
          IT, IT'D BE VERY SIMPLE TO BOLT ON. 
          UM, AND IT JUST CREATES TRANSPARENCY. 
          THE THING THAT MADE ME THINK IT WAS LESS CLEAR, THAT'S WHAT YOU'RE SAYING IS YOU'VE GOT BID REVENUE OVER HERE ON YOUR LAST PAGE. 
          UM, THIS ONE, YEAH, THAT ONE ON THE RIGHT MM-HMM . 
          IT'S CLEAR WHERE THE BID REVENUE NEEDS TO GO. 
          AND THE ONE I JUST DESCRIBED, IT'S THE ILLE. 
          IT, IT'S A BILATERAL TRANSACTION AT THAT POINT THAT, UH, ESSENTIALLY THE HIGHEST VALUE ADD PROJECTS, UH, THE ONES THAT HAVE, UH, RAMP EARLIER WILL EARN, UH, YOU KNOW, BACK TO CLAYTON'S POINT AND EVERYONE ELSE IN HERE WILL AGREE EARLIER MEGAWATTS ARE WORTH MORE AND THEY WILL, YOU KNOW, THOSE YEARS IN THE BEGINNING WILL BE WORTH MORE AND THE PACKAGE OF THAT RAMP, THAT THAT'S ALL SOMETHING THAT WOULD BE BILATERALLY, UM, NEGOTIATED. 
          AND THEN, UM, IT'S OBVIOUS WHERE THE REVENUE GOES. 
          IT'S BACK TO THE ILLE THAT PUT UP THE 50,000 A MEGAWATT AND ASSEMBLED ALL THE LAND FOR THIS AND PUT ALL THAT TOGETHER. 
          IF YOU DON'T HAVE ALL OF THOSE THINGS AND THEN YOU CAN'T EVEN BE IN THE BATCH PROCESS IN THE FIRST PLACE. 
          SO IF THAT'S WHAT Y'ALL WERE THINKING, I'M DEEPLY INTRIGUED AND THERE COULD BE A WAY TO MAKE THAT WORK. 
          UH, AND IT'D BE PRETTY SIMPLE FOR ERCOT TO IMPLEMENT. 
          SO SHANNON AGREE WITH THE TIMING WISE. 
          WE WERE THINKING BEFORE THE COMMITMENTS KICKS OFF, BATCH RESULTS IS OUT COMMITMENTS THAT TIMEFRAME IS WHEN WE WERE LOOKING ENVISIONING THIS GETS, UH, ADDED AND BOLTED IN WHETHER THE BID REVENUE THAT IS COULD BE AN IDEA, WHICH WE COULD TALK ABOUT. 
          I MEAN, WE DID THINK ABOUT THAT ALSO THAT MAYBE THAT COULD BE AN OPTION. 
          BUT THEN IN SOME SENSE WE ALSO THOUGHT, UM, JUST THE FACT THAT THE ISLAND NOW HAD TO HAVE THIS, UM, IT BASICALLY JUST GIVING IT BACK TO ILE AND IT'S DEFINITELY AN OPTION THAT WE COULD BE ADDED TO THAT LIST HERE. 
          THE THOUGHT PROCESS, AT LEAST ON MY SIDE WAS WHEN I, WHETHER NOT TO CHOOSING NOT TO PUT IT OUT HERE, WAS THAT THE FACT THAT IL E'S HAD TO BID IN TO GET THE CAPACITY IS A RISK THAT THEY ARE ASSUMING. 
          AND SO THEY WILL BE MORE, IF I'M TAKING, PUTTING THEM, IF THE THEM GET, GETTING THE REVENUE BACK BASICALLY TAKES THAT RISK AWAY FROM THEM, WHICH IS, UH, REWARD. 
          MAYBE WE 
          [02:15:02]
WANNA MAKE, WE WANT TO THINK WHETHER WE WANT TO PROVIDE THEM. 
          UH, IF WE, IF, IF THAT WILL BASICALLY, UH, IF WE DON'T DO THAT, THEN THEIR IES WILL THINK BEFORE THEY ACTUALLY GET IN THE AUCTION AND BE PART OF THE, LIKE, IF THEY FEEL THAT THEY'RE GONNA GET THE MONEY BACK, THEN UM, BASICALLY TAKES AWAY THAT PREMIUM OF SELF-CORRECTING THE BEHAVIOR OF ONLY GETTING IN THE QUEUE IF IT'S A REAL, I ACTUALLY DON'T THINK IT DOES THAT AT ALL. 
          HERE'S WHY I BELIEVE I'M GONNA TIME BOX THIS ONE. 
          LET'S GIVE THIS 60 MORE SECONDS AND WE HAVE A LOT OF OTHER QUICK, JUST THINK ABOUT THIS. 
          THE COST OF GOING INTO THIS, WE'RE NOT POOR. 
          WE WERE A YEAR AND A HALF AGO. 
          UH, WE'VE GOT 58, 4 81. 
          IT'S GOT VERY CLEAR RULES, CLEAR COSTS, CLEAR EVERYTHING. 
          AND SO ILLE DISCIPLINE WILL BE EVER MORE SO DISCIPLINED GOING FORWARD AND YOU WILL GET BETTER PROJECTS. 
          AND THEN IF YOU CREATED AN OPEN SEASON THAT WAS CR SHOWED THAT TRANSPARENTLY TO THE WHOLE MARKET, THEN I THINK THAT COULD BE REALLY GOOD. 
          BUT YOU CAN'T BE IN ONE OF THESE AT ALL IF YOU DON'T ALREADY MEET ALL THE REQUIREMENTS TO GO IN. 
          FAIR. 
          FAIR ENOUGH. 
          YES. 
          AND THAT'S SPECULATIVE MONEY PUT AT RISK JUST LIKE, YOU KNOW, MERCHANT GENERATIONS SPECULATE. 
          YEP. 
          MONEY. 
          ALRIGHT, THANKS. 
          ALRIGHT, WE HAVE TWO MORE SETS OF QUESTIONS. 
          UH, FIRST ONE'S FROM BILL BARNES AND THEN BILL BLEVINS. 
          THEN WE'LL WRAP IT UP. 
          WHAT A GREAT IDEA FROM THE VISTA TEAM. 
          NRG PROPOSED THE SAME CONCEPT IN, UM, 2024. 
          UH, MAINLY BECAUSE WE WERE, WE WERE CONCERNED ABOUT THIS STAGGERING AMOUNT OF LARGE LOAD GROWTH WHICH HAD EXCEEDED 20,000 MEGAWATTS, UH, IN THE FORECAST. 
          WHOA. 
          UM, AND SO THE NETWORK OPEN SEASON CONCEPT IS ONE THAT'S BEEN USED IN THE GAS INDUSTRY FOR A VERY LONG TIME TO HELP SIZE THE INFRASTRUCTURE DESIGN, ENSURE FINANCIAL COMMITMENT WELL BEFORE WE CONSTRUCT ANYTHING, UH, BONNEVILLE UH, POWER AUTHORITY HAS USED THIS EXACT SAME CONCEPT IN THE EARLY TWO THOUSANDS, 2008 THEY HAD, AND THIS WOULD REQUIRE LONG-TERM CONTRACTS FROM BUYERS THAT RESERVE TRANSMISSION CAPACITY, THAT HELP FINANCE THE CONSTRUCTION, ENSURE THAT CONSUMERS THAT AREN'T THE PRIMARY USERS OF THAT TRANSMISSION DON'T HAVE TO PAY FOR IT, WHICH IS ANOTHER ONE OF OUR CONCERNS, UM, WHICH WE'RE ADDRESSING IN 5,800 OR YEAH 58,000. 
          UM, SO, UH, WITH THIS, WE THINK IT'S A GOOD LONG TERM CONCEPT TO CONTINUE TO EVALUATE MAINLY BECAUSE OF, THERE STILL SEEMS TO BE SOME SPECULATION IN THE LARGE LITTLE INTERCONNECTION QUEUE. 
          LIKE YOU LOOK AT THE NUMBERS AS LIKE THERE'S NO WAY THAT'S ALL GONNA HAPPEN. 
          THIS WOULD GREATLY CURB SPECULATION 'CAUSE YOU WANNA TALK ABOUT FINANCIAL, UH, WHEREWITHAL TO BE ABLE TO PARTICIPATE. 
          YOU WOULD BE FUNDING HIGH COST LONG LEAD TIME TRANSMISSION ASSETS THROUGH LONG-TERM CONTRACTS. 
          UM, IT IS, UH, IT IS SOMETHING THAT WOULD TAKE OUR CURRENT FINANCIAL COMMITMENT TO THE OTHER END OF THE SPECTRUM. 
          SO WE THINK IT'S SOMETHING TO CONSIDER IF WE CONTINUE TO SEE THE AMOUNT OF SPECULATION IN THE INTERCONNECTION QUEUE GOING FORWARD. 
          SO APPRECIATE VISTA BRINGING IT BACK UP. 
          THANKS. 
          ALRIGHT, THANK YOU BILL. 
          UH, BILL BLEVINS. 
          YEAH, UM, I WOULD AGREE THAT THE CONCEPT IS A GOOD CONCEPT. 
          UM, COULD YOU GO BACK TO YOUR PROCESS FLOW DIAGRAM THAT UH, YEAH, THAT ONE, UH, SORRY, NO, THIS ONE. 
          YEAH. 
          UM, BUT I KIND OF WAS WONDERING, SHIFTING THAT OPEN SEASON TIMING BECAUSE, UM, FIRST WE'VE BEEN TOLD THAT THERE'S NOT GONNA BE EXTRA CAPACITY. 
          SO WHAT'S AN AUCTION GONNA GIVE YOU? UM, I UNDERSTAND SOME PEOPLE MAY FALL OUT, BUT I THINK THE MEETING TODAY IS ABOUT, UM, THE WAY WE'RE GONNA PLAY CHANGE PLANNING PROCESS TO WORK WITH THIS BATCH PROCESS. 
          AND ONCE YOU ACTUALLY HAVE DONE THE PLANNING PIECE OF THIS, THEN YOU WOULD HAVE AN IDEA OF HOW MUCH CAPACITY YOU WOULD HAVE AND YOU'D KNOW HOW MUCH YOU NEED TO ACTUALLY FUND FOR THE TRANSMISSION PROJECTS. 
          SO THAT MIGHT BE THE BETTER POINT OF TIME TO HAVE THAT KIND OF OPEN SEASON. 
          THAT WAY IF PEOPLE DO DROP OUT, YOU STILL HAVE SUPPORT FOR THE PROJECTS AFTER THE CONS OR WHAT IS THIS, UH, NEW PLANNING PROCESS GONNA BE CALLED UP ON THE CHART. 
          IT'S NOT NOT SHOWN ON THE CHART BECAUSE THEY DIDN'T HAVE THE PLANNING PROCESS SHOWN ON THE CHART. 
          SO THE PLANNING PROCESS WOULD BE WHERE WE ACTUALLY LOOK AT THE RESULTS OF BATCH, THEN YOU ACTUALLY SAY, WELL HOW MUCH TRANSMISSION DO WE HAVE TO BUILD? AND THEN YOU ACTUALLY KNOW IF YOU HAVE A SHORTAGE OF 
          [02:20:01]
RESERVATIONS, BUT SEEMS LIKE YOU COULD MOVE THAT TO AFTER YOU'VE DONE YOUR PLANNING PROCESS THAT SUPPORTS BATCH AND THEN YOU KNOW, HOW MUCH, UH, TO AUCTION. 
          THE OTHER PART I WOULD ASK IS NOT EVERY PROJECT CAN AFFORD TO AUCTION, UH, YOU KNOW, FOR CAPACITY, BUT WE STILL NEED 'EM BUILT IN THE STATE. 
          SO YOU CAN'T HAVE THE AUCTION JUST BE TOTALLY DRIVEN BY ONE INDUSTRY. 
          SO YOU MAY HAVE TO ONLY ALLOCATE SOME OF THAT. 
          OKAY. 
          THANKS BEN. 
          ALRIGHT, SO I, I GUESS YOU KNOW, WHAT'S NEXT FOR THIS? SO NUMBER ONE IS WE ARE THINKING ABOUT RUNNING A SURVEY AGAIN TO SEE ALL THE 17 THINGS PLUS THESE THINGS, WHAT POPS UP. 
          UM, AND THEN IF YOU ALL WANNA BE SHARPENING UP AMONGST YOURSELVES, LIKE PEOPLE THAT ARE GRAVITATING TO THIS AND SAY LET'S START TO PUT SOME DETAILS AROUND IT, WE CAN MAKE ROOM AT THE NEXT WORKSHOP TO GIVE IT A LITTLE MORE A WALKTHROUGH OF OF HOW IT MECHANICALLY WORKS. 
          UH, AGAIN, 20 TO 30 MINUTES. 
          WE CAN'T LOCK IN ON THIS AS A SOLUTION FOREVER YET, BUT, UM, BUT WE, AGAIN, IF THERE'S MORE COLLABORATION BEHIND THE SCENES TO BUILD A BETTER DETAILS BEHIND IT, YOU KNOW, THAT THAT DOOR IS STILL OPEN. 
          SO IT'D BE INTERESTING TO SEE. 
          ALRIGHT, WELL THANK YOU. 
          WE'RE GONNA TRANSITION TO SAM AND UM, SO SAM, AND THEN WE DID, YEAH, WE'LL JUST TAKE ONE THING AT A TIME. 
          SAM'S UP. 
          ALL RIGHT. 
          LEMME CHECK JUST THAT. 
          WHICH ONE DO YOU WANNA OPEN? THERE'S THE, UH, BATCH VF. 
          YEP. 
          THAT'S THE ONE FRAME. 
          THERE YOU GO. 
          SWEET. 
          YEP. 
          THANK YOU SIR. 
          ALRIGHT. 
          UM, THANK YOU FOR THE TIME EVERYBODY. 
          MY NAME IS SAM BRANDON, I'M ONE OF THE CO-FOUNDERS OF AG AGENTIC INFRASTRUCTURE. 
          UH, AG AGENT INFRASTRUCTURE IS A POWERED LAND DEVELOPER. 
          WE'RE WORKING ON PORTFOLIOS OF CAMPUSES ALL THROUGHOUT THE COUNTRY. 
          UM, AND ASIDE FROM DEVELOPING THE LOAD POSITIONS, WE ARE ALSO STRUCTURING ALL OF THE POWER ASSETS THAT COME WITH THAT TO ULTIMATELY DELIVER SITES THAT, UH, HOPEFULLY ACHIEVE THE FASTEST POSSIBLE TIME TO MARKET IN THE RIGHT LOCATIONS WITH OPTIMAL RELIABILITY AND THEN IDEALLY ALSO LOWEST POSSIBLE COST RETAIL POWER. 
          UM, SO CERTAINLY THAT'S A TALL ORDER AND I THINK WE'RE ALL FAMILIAR WITH, UH, EXACTLY HOW CHALLENGING THE CURRENT MOMENT IN TIME IS. 
          UM, SO I THINK THIS IS GONNA, THERE WE GO. 
          SO THIS PROBABLY ALREADY SEEMS LIKE A TALL ORDER OF TOPICS TO DISCUSS, UM, BUT I ASSURE YOU THE, THE APPROACH THAT WE TAKE TO THINKING ABOUT ALL THIS STUFF IS TRYING TO MAKE MINIMALLY INVASIVE INCISIONS INTO THE EXISTING RULES THAT EXIST TODAY, UM, TO HOPEFULLY ACHIEVE THE PATH OF LEAST RESISTANCE FOR EVERYBODY GETTING WHAT THEY WANT. 
          UM, AND I, WHEN I SAY EVERYBODY GETTING WHAT THEY WANT, I THINK YOU CAN, YOU KNOW, ASIDE FROM WL PUN, PCLR, EVEN OFF-GRID SOLUTIONS, I THINK YOU CAN GENERALLY CHARACTERIZE THE OBJECTIVES OF PRIVATE DEVELOPERS AS ULTIMATELY SEEKING TO, UM, TAKE ON PRIVATE RISK AS A MEANS OF GAINING SOVEREIGNTY BACK OVER YOUR PLANNING TIMELINE. 
          TIMELINE. 
          'CAUSE TODAY, AS WE ALL KNOW, ULTIMATELY GETTING A PROJECT BUILT IS LARGELY BEHOLDEN TO THESE CENTRALLY PLANNED, UH, TRANSMISSION PROCESSES, WHICH CAN BE, YOU KNOW, QUITE COMPLICATED AND CONTENTIOUS. 
          UM, AND SO TO THE EXTENT THAT WE OFFER PRIVATE ACTORS AND ABILITY TO PRIVATELY ASSUME RISK, THEN THERE'S AN OPPORTUNITY FOR EVERYBODY TO GET MORE OF WHAT THEY WANT. 
          WE CAN BUILD LOAD FASTER OFF THE BACK OF PRIVATE RISK AND WE CAN HOPEFULLY GET THE CENTRALLY PLANNED TRANSMISSION PROCESS MORE CLARITY OVER THE ASSUMPTIONS GOING INTO THESE REGULARLY OR REOCCURRING, UH, PROCESSES. 
          SO THIS IS OUR MENU OF, OF, UH, ITEMS WHICH REALLY ALL COMPLIMENT EACH OTHER TO ACHIEVE A, YOU KNOW, MAXIMALLY EFFICIENT OUTCOME IN OUR OPINION. 
          UM, AND SO I'LL WALK THROUGH ALL FOUR OF THESE, UM, IN, IN HOPEFULLY A, A KIND OF BRIEF SUMMARY FORMAT AND THEN HAPPY TO JUST OPEN IT UP FOR DISCUSSION. 
          AND THEN, UM, ASIDE FROM THE, THE KIND OF INTRODUCTION HERE, I ALSO PUT ON THE RIGHT HAND SIDE, UM, THIS IS, YOU KNOW, THIS IS NOT ERCOT COMMENTS BY ANY MEANS. 
          THIS IS, THIS IS MY, UM, YOU KNOW, ATTEMPT TO ILLUMINATE HOW ALL THESE ARE HOPEFULLY IN THE SPIRIT OF BEING ALIGNED WITH, UH, YOU KNOW, PREVIOUSLY DISCUSSED COMMENTS WITH THE, THE ERCOT STAKEHOLDERS AND ERCOT ITSELF. 
          UM, AND SO 
          [02:25:01]
NOT INTENDING TO PUT WORDS IN ERCOT MOUTH BY ANY MEANS. 
          AND, UM, YOU KNOW, GOING BACK TO, TO JEFF'S COMMENTS, UM, YOU KNOW, WE, WE APPROACH THIS CONVERSATION IN THE SPIRIT OF WE WANT TO BE LESS, LESS BAD AT THE, UH, STAKEHOLDER ENGAGEMENT PROCESS AND, AND, UH, UH, THE OPPORTUNITY TO, TO MAKE NEW PROPOSALS. 
          SO WE, UH, SINCERELY LOOK FORWARD TO AS MUCH PUSHBACK ON ALL OF THIS AS WE CAN GET. 
          UM, 'CAUSE THAT'S FRANKLY WHAT'S THE MOST PRODUCTIVE. 
          SO IN SUMMARY, NUMBER ONE IS ALL ABOUT PROCESS EFFICIENCY. 
          WE THINK PCR SHOULD GO THROUGH THE GENERATION INTERCONNECTION QUEUE OR SOMETHING EQUIVALENT SO THAT WE CAN, UM, BIFURCATE THE PRIVATE PROJECT PLANNING TIMELINE FROM THIS REGULARLY REOCCURRING CTP AND BATCH PROCESS. 
          UM, AND SO THAT'S PROCESS EFFICIENCY. 
          AND THEN THERE'S OPERATIONAL EFFICIENCY. 
          WE THINK THAT THERE'S, UM, WAYS TO IMPROVE THE OPERATING REQUIREMENTS OF PCL R IN A WAY THAT WILL MAXIMIZE ADOPTION AND STILL GET THE MARKET THE RELIABILITY BENEFITS THAT COME FROM DISPATCHABLE LOAD. 
          UM, LOAD SPONSORED GENERATION IS LARGELY OUR PERSPECTIVE ON ALLOWING, UM, FOR BYOG WITH NON CO-LOCATED LOADS BECAUSE ULTIMATELY THAT LEADS TO A GREATER POSITIVE SUM OUTCOME. 
          UM, AND SO THAT'S PLANNING EFFICIENCY. 
          AND THEN LASTLY, IT'S BASICALLY JUST US SAYING WE SUPPORT NETTED NETWORKS. 
          UM, IT SEEMS LIKE A NO-BRAINER, UM, AND IT REALLY RESOLVES SOME, SOME, UH, OPERATIONAL, UH, INEFFICIENCIES IN THE MARKET TODAY. 
          SO WITH THAT, UM, THIS IS PROBABLY A TRITE STATEMENT FOR EVERYBODY IN THE ROOM. 
          I THINK, YOU KNOW, I DON'T THINK ANYBODY HERE NEEDS TO BE CONVINCED OF THE VALUE OF, UM, YOU KNOW, ECONOMIC DEVELOPMENT. 
          I THINK WE ALL WANT TO BUILD, UH, IN VARIOUS ASPECTS OF THIS INDUSTRY. 
          AND SO BUILDING IS GREAT, UM, BUT I THINK IT IS USEFUL TO ALWAYS ORIENT OURSELVES AROUND THE FACT THAT, YOU KNOW, IT'S, WE CAN ALWAYS DO LESS WITH LESS. 
          WE CAN ALWAYS DO MORE WITH MORE. 
          THE OBJECTIVE IS TO DO MORE WITH LESS. 
          BECAUSE IF WE CAN ULTIMATELY GET THE MOST POUND FOR POUND OUTPUT FROM THE DOLLARS THAT WE'RE INVESTING, THEN THAT CREATES, UH, YOU KNOW, THE, THE MOST SUSTAINABLE OUTCOME. 
          IT'S NOT JUST ABOUT BATCH ZERO, IT'S ABOUT BATCH 20. 
          UM, AS WE CONTINUE TO PLOW GIGAWATTS OF POWER INTO THE MARKET. 
          AND SO IF WE CAN RELIABLY PRODUCE A TON OF VALUE PER DOLLAR SPENT, THEN THAT WILL GET US ALL THE SOCIAL LICENSE TO OPERATE THAT WE WANT TO SEE SO THAT WE CAN CONTINUE TO SEE THE, THE VIBRANT ECONOMY IN TEXAS THAT, UH, WE ALL KNOW AND ENJOY. 
          SO WHERE ARE WE TODAY? YOU KNOW, I'M JUST KIND OF HIGHLIGHTING THE, THE CURRENT STATE OF AFFAIRS WE'RE CERTAINLY GONNA BE TAKING ON AN AMBITIOUS, UH, SPEND SCHEDULE FOR TRANSMISSION, UM, GOING FORWARD. 
          AND THIS IS, YOU KNOW, I THINK LARGELY BEFORE ANY OF THE TRANSMISSION UPGRADES THAT WOULD BE REQUIRED TO SERVE THE FULL SCOPE OF THE STUDIED LOAD IN BATCH ZERO. 
          UM, AND THEN OTHERWISE FOR THE, FOR THE LOADS THAT CURRENTLY EXIST, UM, ON THE GRID, I THINK, YOU KNOW, THE, THE PEAK CONSUMPTION RELATIVE TO THE FIRM CAPACITY THAT'S BEEN AWARDED, IT'S, YOU KNOW, WE'RE NOT ANYWHERE CLOSE TO FULLY UTILIZING THAT CAPACITY. 
          SO, UM, I THINK IN THIS CURRENT MOMENT, LIKE I SAID, THIS SOCIAL LICENSE TO OPERATE CONCEPT IS BECOMING PRETTY IMPORTANT IN THE, IN THE POLITICAL ZEITGEIST. 
          AND SO, UM, WE WANT TO MAKE SURE THAT, UH, THE MARKET IS ABLE TO RELIABLY DEMONSTRATE THAT WE ARE DOING MORE WITH LESS AND GETTING POUND FOR POUND THE, THE MOST OUT OF THIS FIXED INFRASTRUCTURE THAT WE'RE SPENDING. 
          UM, SO THIS IS, UH, JUST KIND OF OUR GENERIC SUMMARY OF WHAT WE SEE AS THE ISSUE WITH LINKING PRIVATE ACTIVITY AND CENTRALLY PLANNED PROCESSES. 
          UM, AND THAT IS, YOU KNOW, THERE'S THIS FEEDBACK LOOP WHERE IF YOU, IF YOU REQUIRE INDIVIDUAL PARTICIPANTS TO BE EXTREMELY, UM, COORDINATED WITH A CENTRAL PROCESS, YOU KNOW, THAT THAT CREATES VERY PRECISE RELATIONSHIPS THAT THEREFORE CREATES A BRITTLE SYSTEM. 
          UM, SO IF YOU THINK ABOUT KIND OF LIKE, YOU KNOW, A PIECE OF SPAGHETTI, THERE'S NO GIVE IN A PIECE OF SPAGHETTI IF YOU, YOU KNOW, PUT A RIPPLE IN IT, IT'S GONNA BREAK. 
          UM, AND SO THAT'S, YOU KNOW, THIS IS KIND OF A GENERIC SUMMARY OF, OF BATCH PROCESSES IN GENERAL. 
          USUALLY, UH, YOU KNOW, IF THERE'S A DELAY, THEN THAT CREATES PRIVATE COMMITMENT DATES SHIFTING, WHICH THEN, YOU KNOW, CHANGES THE ASSUMPTIONS OF THE MODEL, WHICH THEN MEANS THAT THE STUDY NEEDS TO BE REDONE. 
          AND THEN ALL OF A SUDDEN THERE'S THIS FEEDBACK LOOP OF, OF, YOU KNOW, YOU CAN'T FIND THE, THE PROBLEM BECOMES INTRACTABLE TO FIND A, A REASONABLE SOLUTION. 
          UM, AND THEN THE, YOU KNOW, FOR, FOR THE BATCH PROCESS, UM, THERE'S I THINK A LOOMING ISSUE OF, YOU KNOW, WE HAVE 190 GIGAWATTS IN BATCH. 
          I'M GONNA MAKE A, A BRAVE ASSUMPTION 
          [02:30:01]
THAT WE'RE NOT GONNA TRIPLE THE SIZE OF THE SYSTEM IN THE NEXT SIX YEARS. 
          UM, AND SO I THINK THAT THAT'S GOING TO CREATE AN ISSUE WHERE THE RESULTS, UH, UH, THAT WE DELIVER IN THE FIRST HALF OF Q OF, OF 2027 ARE DIFFERENT THAN WHAT, YOU KNOW, COMES OUT AFTER PEOPLE COMMIT. 
          UM, AND SO ALL THAT TO SAY, IF WE CAN AFFORD INVESTORS THE ABILITY TO CONTROL THEIR OWN PROJECT TIMELINES, UM, THEN THAT WILL FRANKLY HELP INFORM THE INPUTS INTO THE PLANNING PROCESS RATHER THAN CREATING THIS, UH, KIND OF, YOU KNOW, CONTENTIOUS FEEDBACK LOOP. 
          SO THE FIRST PROPOSAL IS, IS GETTING PCL R UM, AND I, YOU KNOW, I THINK THIS IS VERY MUCH IN THE SPIRIT OF WHAT IS BEING COMMUNICATED ABOUT WL PUNS AS WELL, GETTING THAT INTO THE GENERATION OR, YOU KNOW, JUST AN INTERCONNECTION QUEUE THAT LOOKS MORE LIKE THE GENERATION PROCESS WHERE, YOU KNOW, THIS IS CONNECT AND MANAGE. 
          IT'S PROBABLY THE MOST POWERFUL CONCEPT IN ALL OF WHOLESALE PLANNING TODAY. 
          UM, AND THAT MEANS IF YOU ARE A GENERATOR OR A BATTERY, UM, THEN YOU CAN LARGELY PRIVATELY ASSUME, UH, DELIVERABILITY RISK AS A MEANS OF CON CON OF CONTROLLING YOUR EXECUTION TIMELINE. 
          UM, AND SO THIS IS WHY THE GENERATION SIDE OF THE EQUATION IS SO DYNAMIC IN ERCOT FOR THE BENEFIT OF RATE PAYERS IS BECAUSE YOU'RE NOT BEHOLDEN TO SOME SORT OF, YOU KNOW, FIRM PLANNING SCHEDULE. 
          AND SO BECAUSE PCL R ARE A DISPATCHABLE RESOURCE, THIS EXACT SAME PROCESS COULD APPLY TO THESE LOADS WHERE YOU ARE WORKING THROUGH THE INTERCONNECTION PROCESS WITH YOUR TSB. 
          AND THEN ONCE YOU CROSS A CERTAIN THRESHOLD, WHICH COULD BE SIMILAR TO THE PLANNING GUIDE, 6.9 THRESHOLD OF GENERATION, THEN YOU'RE GONNA BE AUTOMATICALLY INCLUDED IN THE BATCH PROCESS. 
          AND SO THESE LITTLE BLOCKS, UM, ON THIS CHART ARE MEANT TO INDICATE WHEN YOU SATISFY THAT, THAT THRESHOLD IN YOUR INTERCONNECTION PROCESS. 
          AND SO IF YOU'RE PAST THAT THRESHOLD, THEN YOU COULD BE INCLUDED IN, UM, THE, THE BATCH. 
          BUT THE BEAUTY OF THAT IS IF YOU MISS IT, IT, IT'S NOT NECESSARILY THE CASE THAT YOU ARE NOW RADICALLY CHANGING YOUR PRIVATE PLANNING TIMELINES. 
          YOU CAN STILL MOVE FORWARD AS A-P-C-L-R AND YOU'RE GONNA BE BEHOLDEN TO A QSA THE SAME, UM, YOU KNOW, THE QUARTERLY STABILITY ASSESSMENT THAT THAT CATCHES ANY DYNA DYNAMIC STABILITY ISSUES. 
          UM, BUT, UH, THEN YOU'LL BE PUSHED TO THE NEXT BATCH FOR GETTING YOUR FIRM SERVICE. 
          UM, SO YOU CAN PRESERVE YOUR, UH, YOUR PRIVATE PROJECT PLANNING TIMELINES WHILE ALSO, UM, NOT, YOU KNOW, UM, BEING BEHOLDEN TO THE BATCH PROCESS. 
          AND SO IN SUMMARY, THE, THE BATCH PROCESS COULD BE THE, THE MECH THE MECHANISM BY WHICH WE DELIVER FIRM SERVICE TO LOAD, AND THEN AS A PRIVATE RISK TAKING ENTITY, WE CAN DECIDE, YOU KNOW, HOW AND WHERE WE WANT TO MOVE FORWARD WITH PCLR RISK AS A LOAD. 
          UM, AND SO YEAH, THAT SHOULD GET THE CERTAINTY AND SOVEREIGNTY OVER PLANNING AND CAPITAL TIMELINES THAT LOADS WANT TO SEE WHILE THE TRANSMISSION PLANNING PROCESS GETS, UH, A MORE CERTAIN, UM, YOU KNOW, PROCEDURE FOR PROPOSING THE NETWORK UPGRADES THAT DELIVER FIRM SERVICE TO EVERYBODY OVER TIME. 
          SO, SO DO YOU WANNA TAKE QUESTIONS ON THAT BEFORE? YEAH, PLEASE. 
          OKAY. 
          SO IF, IF IT'S, THAT FELT LIKE ONE TOPIC, RIGHT? SO BOB, GO AHEAD AND THEN JEFF, I'LL DEFER TO JEFF FIRST. 
          OKAY. 
          IF THAT'S OKAY. 
          SO, SAM, I APPRECIATE THE THOUGHT. 
          UM, I, I THINK THIS IS, IN MY MIND, THIS IS SIMILAR TO THE, UM, THE, UH, THE BYOG CONCEPT THAT WE GOT A LOT OF SUPPORT FOR, WHICH IS IF I DON'T, UH, IF I CAN BE WHERE I'M, I'M NOT PULLING ANYTHING OFF THE GRID, THEN I CAN KIND OF GO THROUGH THE GI R PROCESS AND, AND FAST TRACK. 
          I, I THINK IF YOU CAN, UH, GO TO ZERO, IF YOU, IF YOUR PCLR CAN GO TO ZERO, THEN I, I THINK THAT WE'RE OPEN TO THIS IDEA. 
          IF YOU CANNOT, I, I THINK WE WOULD BE OPPOSED TO THIS BECAUSE YOU, YOU'RE THEN CREATING DIFFERENT PATHWAYS, UH, TO, TO GET LOAD ON THE SYSTEM WHI WHICH THEN CAUSES, YOU KNOW, SO IF YOU HAVE SOMEBODY THAT KIND OF FAST TRACKS THROUGH THIS PROCESS, BUT YOU'RE IN THE MIDDLE OF A BATCH, THEN I, I COULD ALLOCATE THE SAME CAPACITY IN BATCH AS I DO HERE, WHICH CREATES A, A PROBLEM. 
          SO I, I THINK WE'D BE OPPOSED IF IT'S, IF YOU'RE LOW POWER CONSUMPTION IS HIGHER THAN ZERO, BUT IF IT'S ZERO, I THINK WE'D BE OPEN TO THAT. 
          YEAH. 
          AND I, AND I GUESS FOR MY FOLLOW UP TO THAT, I WHOLEHEARTEDLY AGREE WITH THAT SENTIMENT. 
          FOR WHAT IT'S WORTH, WE ARE, WE ARE DEVELOPING ALL OF OUR LOADS AS A HUNDRED PERCENT PCLR. 
          [02:35:01]
UM, AND THE ONLY THING THAT CAME TO MY MIND WHEN THINKING ABOUT THAT WAS I THINK THERE COULD BE A REASONABLE ARGUMENT TO SAY, WELL WHATEVER THIS MEDIUM LOAD PROCESS IS GONNA BE, IF IT'S, IF IT'S OUTSIDE A BATCH, THEN MAYBE THAT BECOMES LIKE THE FLOOR OF YOUR FIRMNESS OR SOMETHING. 
          UM, AND THAT'S A VERY, YOU KNOW, NOT FULLY BAKED THOUGHT, BUT THAT WAS ME TRYING TO, YOU KNOW, THINK OF COUNTER EXAMPLES. 
          'CAUSE OTHERWISE WE AGREE, YOU KNOW, WE WOULD CERTAINLY, YOU KNOW, AGREED. 
          AND THAT SEEMS TO MAKE SENSE TO US. 
          ALRIGHT, BOB? YEAH, SO, SO I, I THINK THIS WORKS. 
          THE, THE PROBLEM THAT WE HAD IN BATCH WHEN WE WENT WITH THE CONNECT AND MANAGE WAS THE FACT THAT THEY WERE NOT SCED, DISPATCHABLE GENERATION IS FED, DISPATCHABLE GENERATION CAN GO TO ZERO IF THAT'S WHAT THE PRICING SAYS. 
          I AGREE WITH JEFF, THIS PROBABLY DOES NEED TO BE ABLE TO GO TO ZERO TO MAKE IT WORK. 
          UM, I'D LIKE TO BE ABLE TO HAVE A BATTERY BACK THERE TO MAKE IT GO TO ZERO AS WELL. 
          BUT THAT'S A DIFFERENT ISSUE I THINK. 
          I THINK THOUGH IF IT'S IN INSTEAD, CONNECT AND MANAGE SHOULD BE ABLE TO WORK HERE. 
          THANKS. 
          THANKS BOB. 
          ALRIGHT. 
          CLEAR TO GO. 
          OH, SHANNON. 
          YEP. 
          SHANNON, GO AHEAD. 
          YEAH, I'M ALSO INTRIGUED BY WHAT YOU'VE GOT HERE AND THINK THERE'S UH, DEFINITELY WAYS TO MAKE THIS WORK. 
          UM, I THINK ONE OF THE KEY IMPORTANT THINGS, AND THIS IS A THEME I SAID EARLIER, IS, UM, TRANSPARENCY THAT COMING OUT OF THE BATCH PROCESS WITH WHICH CONSTRAINTS GO WITH UH, PCLR CAPABILITY IS, IS ABSOLUTELY KEY TO PEOPLE ACCEPTING THAT RISK AND BEING ABLE TO UNDERSTAND IT. 
          AND THEN THE SECOND THING IS IT'S HYPER IMPORTANT WE GET TO DYNAMIC, UH, REAL TIME, UH, CAPABILITY OF USING THE GRID. 
          I WOULD ACTUALLY SAY THAT WAS THE NUMBER ONE BARRIER, UH, IN BATCH ZERO IS WE DIDN'T ACHIEVE THAT. 
          SO ESSENTIALLY WE LOST BECAUSE OF TIME CONSTRAINTS WE SET ASIDE ESSENTIALLY 98% OF THE BENEFIT OF DOING THIS. 
          AND SO WE'VE GOTTA BRING THAT BACK TO IT. 
          AND IF WE HAD THAT, I THINK THERE'S A LOT OF VALUE IN THIS. 
          I CONCUR, EVAN. 
          HEY SAM. 
          THANKS. 
          THANKS FOR THE PRESENTATION. 
          UM, JUST TRYING TO THINK THROUGH THIS, LIKE DO WE THINK THERE'S ANY CONFLICT WITH THE 5 8 4 8 1 RULES AND KIND OF SETTING A, A PRETTY STRICT PROCESS FOR HOW LOADS NEED TO GO THROUGH INTERCONNECTION HERE? JUST OPEN QUESTION. 
          I GUESS I JUST NO, OR WE DON'T KNOW. 
          OKAY. 
          NO, I WAS GONNA, YEAH, I WAS GONNA SAY, I, I DON'T HAVE ANYTHING SUPER THOUGHTFUL TO SAY ON THE STAND HERE, BUT, UH, I CERTAINLY AGREE THAT'S PROBABLY WHERE THE RUBBER MEETS THE ROAD ON, YOU KNOW, PROCEDURAL FRICTION. 
          UM, SO IT SEEMS THAT IT'S FOR FIRM DELIVERY. 
          SO THIS IS ALL ABOUT NON-FARM DELIVERY, IF I'M UNDERSTANDING IT RIGHT. 
          WELL, YEAH, LARGE LOADS OF LARGE LOAD I THINK BY THE, THE LANGUAGE. 
          SO, BUT UM, YEAH, JUST SOMETHING TO THINK ABOUT. 
          AND THEN I JUST HAD ANOTHER QUESTION. 
          UM, SO THEN IF WE'RE STUDYING THEM THROUGH THE GEN PROCESS AS A-A-P-C-L-R OR CLR, WOULD WE STUDY IT BY THE SAME STANDARDS THAT HAVE KIND OF BEEN OUTLINED, UM, IN THE BATCH ZERO PROCESS? 'CAUSE I THINK THE MAIN THING THAT COMES TO MIND, RIGHT, IS IN, IN BATCH ZERO WE'RE TAKING THE P CLRS AND WE'RE GOING TO IGNORE THE THERMAL AND THE VOLTAGE VIOLATIONS. 
          AND THE IDEA WAS THAT THE QSA WOULD CAPTURE THOSE VOLTAGE VIOLATIONS, TURN THEM TO GTCS. 
          BUT IF I'M THINKING THROUGH THE GEN PROCESS, IF WE WERE TO CONNECT SOMETHING LIKE, LIKE A BATTERY, WHICH SEEMS TO BE ANALOGOUS TO THIS, WE WE WOULDN'T DO THAT. 
          WE WOULD THEN LIMIT THAT BATTERY AND MAKE THEM PAY FOR THAT UPGRADE. 
          SO ARE WE JUST CONSIDERING A, A BIFURCATION THERE OR WE THINK IT WOULD MIRROR, AT LEAST FROM MY PERSPECTIVE, I'M ASSUMING THAT IF I'M A-P-C-O-R AND THEN BY THE TIME I GET TO THE QSA THERE IS SOME SORT OF VOLTAGE STABILITY ISSUE, THEN I'M PROBABLY HAVING TO WAIT UNTIL THEY INSTALL THE APPROPRIATE UPGRADE BEFORE I CAN ENERGIZE. 
          UM, YEAH, I MEAN I I THINK THAT'S HOW IT SHOULD WORK, BUT I JUST WANTED TO POINT THAT THAT'S NOT WHAT WE'VE LAID OUT FOR BATCH ZERO. 
          SO I WAS JUST WONDERING IF WE WERE GONNA WELL, SORRY, WHEN YOU SAY THAT'S NOT WHAT WE LAID OUT FOR BADGE ZERO, YOU MEAN THAT'S NOT HOW THE PCLR PROCESS IS INTENDED TO WORK? BECAUSE I THINK IT IS THAT, WELL THAT WAS MY UNDERSTANDING AS IT HAD BEEN EXPLAINED IS THAT IT WOULD, IT WOULD, THOSE VOLTAGE VIOLATIONS THAT WERE IDENTIFIED WOULD BE IGNORED AND THE PCR WOULD STILL GET ITS APPROVAL, BUT THEN THE QSA WOULD THEN TAKE THOSE VOLTAGE VIOLATIONS THAT WERE IDENTIFIED IN THE BATCH AND THEN CREATE A GTC TO MANAGE THEM THROUGH, THROUGH SC. 
          AND SO THERE WOULD BE NO LIMITATION FOR SOME EQUIPMENT TO BE PUT ON THE SYSTEM TO, THAT WOULD HOLD UP YOUR ENERGIZATION, YOU WOULD GET THE SCHEDULE 
          [02:40:01]
YOU ASKED FOR, IT WOULD JUST BE MANAGED THROUGH GTC RATHER THAN PHYSICAL EQUIPMENT. 
          AND, AND PLEASE CORRECT ME IF I'VE GOT THIS WRONG, THAT'S MY RESPONSE. 
          YEAH, I, I DIDN'T FOLLOW EVERYTHING YOU SAID, BUT, BUT I, I THINK THAT'S, I THINK THAT'S RIGHT THAT, YEAH, WE, WE, WE WOULD USE GTCS TO MANAGE ANY KIND OF ISSUES THAT, THAT, UM, WERE NON-THERMAL ISSUES. 
          OKAY. 
          YEAH, AND I, I'M NOT TRYING TO LIKE POKE A BUNCH HOLES IN, I'M JUST SAYING MAYBE THAT'S NO CONSIDER AS THIS GETS DEVELOPED FURTHER. 
          SO YEAH, TO BE CLEAR, I WANT AS MANY HOLES POKED IN THIS AS POSSIBLE, UM, BECAUSE I THINK THAT'S THE, THAT, UM, WE'RE NOT HERE JUST TO SAY NICE THINGS ABOUT EACH OTHER . 
          UM, BUT, UH, NO, I, UH, AND WHERE, WHERE I'M IGNORANT IS EXACTLY HOW GTCS INFORM ULTIMATELY MAKING THOSE UPGRADES TO RESOLVE VOLTAGE ISSUES. 
          UM, SO AS LONG AS THERE'S SOME LOGICAL PROCESS TO GET THOSE UPGRADES IN, IF THEY'RE OF MERIT, THEN UM, I THINK THAT THAT CERTAINLY WORKS FOR, FOR OUR PERSPECTIVE. 
          OKAY. 
          SAM, YOU HAVE ONE MORE QUESTION FOR BILL, BUT I KNOW TIME'S GONNA GO QUICKLY. 
          SO HOW ABOUT ONE MORE QUESTION FOR BILL, WE'LL LET YOU RUN THROUGH ALL YOUR CONCEPTS AND WE'LL TAKE QUESTIONS. 
          THAT SOUNDS GREAT. 
          UH, SAM AND I CONTINUE TO HAVE SIMILAR THOUGHTS ON THESE CONCEPTS THAT MY VERSION OF THIS, WHICH I'VE NOT PROPOSED, IT'S JUST BEEN RAVELING AROUND IN MY HEAD, IS IF YOU HAVE SOME TYPE OF FLEXIBLE ARRANGEMENT, WHETHER IT BE A-P-C-L-R OR A WL PUN, AND YOU DO NOT NEED ANY TRANSMISSION SYSTEM UPGRADES OR WILLING TO SACRIFICE TRANSMISSION SYSTEM UPGRADES BECAUSE YOU'RE FLEXIBLE, YOU CAN GO THROUGH THE GI AND R PROCESS, MAYBE DO AN ADDITIONAL, UH, STABILITY ASSESSMENT FOR THE LOAD PIECE, AND THEN YOU'RE TREATED AS BASE LOAD IN THE NEXT BATCH STUDY. 
          SOMETHING TO THINK ABOUT BASELOAD, LIKE THERE'S A SOLUTION. 
          I MEAN, ONE IS YOU DUCKED UNDER IT AND YOU MADE IT THROUGH. 
          SO IT'S ASSUMING YOU GO THROUGH THE GI R YOU'RE GONNA GET ALLOCATED WHAT YOU NEED. 
          SO THE GENERATION INTERCONNECTION FACILITIES LIKELY GOING TO HANDLE THE LOAD INTERCONNECTION REQUIREMENTS THAT YOU WOULD'VE HAD, HAVE NEEDED TO WAIT FOR A BATCH STUDY TO DO, RIGHT? IF THAT'S NOT THE CASE, THEN YOU GET PUNTED OUT AND YOU GOTTA GO IN THE BATCH STUDY. 
          AGAIN, I HAVEN'T WRITTEN ANY OF THIS DOWN, BUT THAT JUST SIMILAR TO WHAT SAM'S TALKING, IT'S A DIFFERENT VERSION OF IT. 
          ALRIGHT, Q'S CLEAR. 
          UM, AND I'LL TRY TO RIP THROUGH THIS STUFF SO THAT WE CAN MAKE IT MAXIMALLY A, A DISCUSSION. 
          UM, OKAY, SO THIS, THE SECOND ISSUE IS A, YOU KNOW, IT'S A BIT NUANCED, BUT IT IS IMPORTANT IN THAT, YOU KNOW, IF YOU'RE A-P-C-L-R TODAY, YOU ARE GOING TO NEED TO MEET THE OBLIGATIONS OF A GENERATOR BASICALLY, OR, OR, YOU KNOW, THE, THE C-A-A-C-L-R TODAY HAS OBLIGATIONS TO FOLLOW BASE POINT. 
          AND SO EVEN IF YOU ARE COMPLETE, NOT CONSTRAINED AT ALL, UM, AND YOU ARE ALLOWED TO CONSUME UP TO YOUR, YOUR HIGH DISPATCH LIMIT, UM, THERE IS STILL AN OBLIGATION TO HOLD A BASE POINT. 
          AND IF YOU HAVE A CONSUMPTION PROFILE THAT MIGHT NOT BE THE MOST, YOU KNOW, WIELDY THING IN THE WORLD, THEN YOU'RE GONNA FACE BASE POINT DEVIATION CHARGES. 
          UM, AND SO THIS OBVIOUSLY, YOU KNOW, MOST IMMEDIATELY BECOMES A CHALLENGE FOR, FOR FINANCING THESE ASSETS, BUT THEN IN OPERATIONS, UM, YOU KNOW THAT THAT'S A BIT CUMBERSOME AS WELL. 
          AND SO I THINK HOPEFULLY WE CAN ALL AGREE THAT THE VALUE OF PCL R IS TO CURTAIL WHEN YOU'RE BEHIND A BINDING CONSTRAINT THAT HAS NO OTHER FEASIBLE DISPATCH SOLUTIONS. 
          IT'S NOT THAT WE PLAN TO RAMP UP PCL R WHEN THERE'S, YOU KNOW, LOW LOAD OR SOMETHING. 
          UM, SO WITH THAT IN MIND, I THINK A VERY ELEGANT SOLUTION COULD BE APPLYING AN APPROACH SIMILAR TO WHAT WE DO FOR RENEWABLES TODAY, WHICH IS HAVING, UH, WHAT'S CALLED SBVH FLAG. 
          UM, AND SO THAT'S, I FORGOT WHAT THE ACRONYM IS, IT'S LIKE BASE POINT BELOW, UH, UH, SOMETHING. 
          UM, AND SO HOPEFULLY SOMEBODY CAN CORRECT ME, BUT IN EITHER CASE, THIS FLAG, UM, WAITS UNTIL, UM, THERE'S BASICALLY, YOU KNOW, AN A INFEASIBLE CONSTRAINT. 
          AND THEN ONCE THE FLAG IS TRUE, THEN SOLAR RESOURCES HAVE TO CURTAIL AND MAINTAIN A BASE POINT BELOW, UM, OR MAINTAIN, UH, PRODUCTION BELOW WHERE THEIR BASE POINT IS. 
          AND SO IT IS UNIQUELY VALUABLE FOR, FOR RENEWABLES BECAUSE AGAIN, WIND AND SOLAR ARE A BIT UNWIELDY. 
          IT'S NOT LIKE A GEN, IT'S NOT LIKE A THERMAL GENERATOR. 
          AND WE CAN STILL GET THE, THE DISPATCHABILITY ATTRIBUTES WE WANT OUT OF THOSE RESOURCES BY MAKING SURE THEY JUST STAY BELOW THESE LIMITS WHEN IT'S, UH, WHEN IT'S NEEDED IN REAL TIME. 
          AND SO IF WE APPLY THAT SAME LOGIC TO UH, A UM, PCLR, THEN THE COMPLIANCE MECHANISM BECOMES MUCH, MUCH MORE MANAGEABLE, UM, AND FINANCEABLE AND THEREFORE THE ADOPTION OF PCR 
          [02:45:01]
WILL GROW MEANINGFULLY. 
          UM, I, YOU KNOW, I I I THINK THE MODEL IS FINANCEABLE AS IS, UM, BUT FRANKLY IT'S JUST GOING TO RESULT IN PEOPLE MAKING CAPITAL INVESTMENTS INTO THE LOADS WHICH ARE REALLY UNNECESSARY. 
          AND SO WE, YOU KNOW, THESE ARE ALREADY PLENTY EXPENSIVE PROJECTS, UM, FROM THE DATA CENTER PERSPECTIVE. 
          AND SO WE SHOULD ENCOURAGE PEOPLE TO BE A GRID PARTICIPANT TO EVERY EXTENT FEASIBLE, UM, WHILE ASKING NO MORE OF THEM THAN WHAT IS NECESSARY TO GAIN THIS RELIABILITY ATTRIBUTE. 
          UM, AND SO, UM, YEAH, IN, IN SHORT, THAT IS THE, THE OPERATIONAL EFFICIENCY AND HOPEFULLY ENTICING PEOPLE TO PARTICIPATE IN THIS MODEL, UM, TO EVERY EXTENT POSSIBLE BY, BY RELAXING THESE CONSTRAINTS A LITTLE BIT. 
          UM, SO THIS ONE IS, UH, IS A FUN ONE. 
          UM, AND I'LL ACTUALLY SKIP TO, UM, THE END HERE. 
          SO THIS, OOPS. 
          OH, THAT'S WEIRD. 
          JUST A BLANK SCREEN. 
          UM, MAYBE THAT WAS INTENTIONAL. 
          UM, UH, BUT I AM REFERENCING A CONVERSATION THAT WE WERE HAVING ENDURING BATCH ZERO WHERE THERE WAS FOR A BRIEF MOMENT IN TIME, INTRODUCED THIS CONCEPT OF PUN PLUS FROM ERCOT. 
          UM, AND, AND HOPEFULLY PRODUCTIVE STAKEHOLDER DISCUSSION INFORMED THAT, YOU KNOW, BRIEF PROPOSAL FROM ERCOT. 
          BUT IN EITHER CASE, ERCOT HAD A GREAT SLIDE ON IT, AND IT BASICALLY WAS SUGGESTING THAT IF YOU COULD DEMONSTRATE A G PLUS ONE CONFIGURATION OF BYOG AND LOAD, MEANING IF YOU LOST, UM, THE LARGEST GENERATION UNIT THAT YOU WERE BRINGING ALONG WITH YOU, THEN YOU SATIS YOU BASICALLY WERE SELF-SATISFYING THE NERC CRITERIA FOR FIRM SERVICE. 
          AND SO THEREFORE, UM, AS LONG AS YOU COULD SATISFY A G PLUS ONE SCENARIO OR G MINUS ONE SCENARIO, I SHOULD SAY, THEN THE REST OF YOUR LOAD COULD GET FIRM SERVICE. 
          AND SO, UM, I BELIEVE THE REASON WHY THAT DIED ON THE VINE WAS BECAUSE THERE WAS CONCERNS ABOUT ERCOT VISIBILITY AND ABILITY TO RUCK THOSE GENERATION RESOURCES BEHIND A PUN. 
          AND SO THAT IS ANOTHER, YOU KNOW, KEY REASON WHY NETTO NETWORKS COME BECOME A CRITICAL, UM, BUILDING BLOCK HERE. 
          BUT IN EITHER CASE, CERTAINLY WANT TO INTRODUCE PUN PLUS. 
          UM, AND I, I DON'T THINK IT SHOULD BE CALLED PUN PLUS, IT SHOULD BE NET OF NETWORKS PLUS, UM, BECAUSE, YOU KNOW, BATTERIES CAN'T BE IN A PUN. 
          UM, BUT IN EITHER CASE POINT BEING IS THAT, UM, THAT WILL ENTITLE RESOURCES TO CONFIGURE ONSITE GENERATION STACKS. 
          AND AS LONG AS YOU CAN SATISFY, UM, G MINUS ONE AND OR WHATEVER, YOU KNOW, KIND OF PLANNING CRITERIA ERCOT WANTS TO SEE, THEN YOU CAN, YOU CAN SELF-SUPPLY FIRM SERVICE FROM THE GRID. 
          UM, AND THEN ERCOT WILL HAVE THE ABILITY TO ROCK THOSE RESOURCES AS NEEDED. 
          UM, AND THAT WILL GET, FRANKLY, BOTH PARTIES MORE OF WHAT THEY WANT, BOTH PARTIES, MEANING, YOU KNOW, THE GRID GETS MORE GENERATION THAT THEY HAVE VISIBILITY AND DISPATCH RIGHTS INTO, AND THE LOAD ACCELERATES THEIR FIRM SERVICE. 
          UM, AND SO THIS IS JUST EXPLAINING THE FACT THAT, YOU KNOW, IF YOU HAD A KIND OF A FIVE UNIT CONFIGURATION THAT OVERBUILT RELATIVE TO YOUR ONE GIGAWATT OF LOAD, YOU WOULD BE, YOU COULD IN THEORY DELIVER FULL FIRM SERVICE TO YOURSELF IF YOU JUST HAD TWO GEN UNITS NEXT TO A ONE GIGAWATT LOAD. 
          IF YOU, IF YOU LOST ONE, THEN YOU CAN STILL SERVE 500 MEGAWATTS OF THAT FIRM, BUT THEN YOU COULD DO THE REST AS A-P-C-L-R UNTIL GRID SERVICE WAS DELIVERED. 
          UM, SO FINALLY, UM, THIS COULD BE EXTENDED TO BE GENERALIZED BROADLY TO THE CONCEPT OF BRINGING YOUR OWN GENERATION THAT'S NOT CO-LOCATED. 
          AND SO THIS, YOU KNOW, I THINK THIS IS WHERE THE MOST HOMEWORK NEEDS TO BE DONE, BUT IT COULD BE A RADICALLY POWERFUL CONCEPT IF WE COULD GET IT DONE. 
          UM, AND SO WHAT I'M SHOWING HERE IS THIS IS A TOY GRID, WHICH, UM, I SPENT WAY TOO MUCH TIME TRYING TO FIGURE OUT A CASE THAT EXEMPLIFIED THE SCENARIO I WAS TRYING TO TALK ABOUT. 
          UM, SO THIS IS A CASE WHERE LOAD THREE IN THE BOTTOM LEFT HAND CORNER IS TRYING TO IS, IS THE SPONSOR, THE PEOPLE THAT ARE FINANCING THE GEN THAT'S CONNECTED TO BUS D OVER ON THE RIGHT HAND SIDE FOR GEN FOUR. 
          SO IN THIS CASE, LIKE THIS COULD ENTIRELY HAPPEN IN ERCOT TODAY. 
          AND ONE THAT GENERATION CROSSES PLANNING GUIDE 6.9 THAT DELIVER THAT GENERATION MEGAWATTS WILL CREATE NEW FIRM DELIVERABILITY IN THE MODEL THAT WOULD, YOU KNOW, AT LEAST, UM, IN CONCEPT BE JUST BE BROADLY SOCIALIZED TO THE GRID. 
          AND 
          [02:50:01]
SO EVEN THOUGH LOAD THREE IS SPONSORING GENERATION FOUR, THEY'RE ONLY GETTING A SLICE OF THE VALUE THAT'S CREATED IN THAT GEN FOUR'S EXISTENCE CREATING DELIVERABILITY ON THE SYSTEM. 
          AND SO WHAT I THINK WOULD BE A MORE LOGICAL APPROACH IS BASICALLY THIS TWO STEP PROCESS WHERE FIRST, ANYBODY WHO HAS, WHAT, WHAT WE'RE CALLING LSG LOAD SPONSORED GENERATION, UM, WOULD BE TESTED FOR WHAT DELIVERABILITY IS CONTRIBUTED FROM THAT, THOSE GENERATION RESOURCES SPECIFICALLY, AND THEN WHATEVER FIRM DELIVERABILITY COULD BE SWEPT TO THE SPONSOR BASED OFF OF THE LOCATION, UM, IS FIRST ALLOCATED TO THE SPONSOR. 
          AND THEN IN THIS, IN, IN THIS EXAMPLE, WE'RE WE'RE SHOWING THAT, YOU KNOW, BECAUSE THEY'RE NOT CO-LOCATED, YOU STILL HAVE TO OBEY THE FIRM PLANNING STANDARDS OF THE GRID. 
          AND SO IN THIS EXAMPLE, UM, ONLY 40 MEGAWATTS OF THAT 60 MEGAWATT CONTRIBUTION CAN BE ALLOCATED TO THE LOAD, BUT IT'S BETTER THAN THE PREVIOUS CASE WHERE YOU ONLY HAD 20 MEGAWATTS AND THE REST WAS SOCIALIZED. 
          AND SO IN THIS CASE, THE LOAD, UM, YOU KNOW, GETS TO 40 MEGAWATTS, AND THEN AFTER THE FACT, THE REST IS ALLOCATED TO THE OTHER LOADS. 
          AND I THINK THIS WOULD BE A MUCH MORE EQUITABLE SCENARIO. 
          AND I THINK MORE IMPORTANTLY, IT WOULD ENCOURAGE PEOPLE TO MOVE, UM, AWAY FROM BUILDING EVERYTHING BEHIND THE METER AND BUILD EVERYTHING FRONT OF THE METER, WHICH IS A MUCH MORE POSITIVE SUM OUTCOME FOR THE GRID. 
          UM, WE, YOU KNOW, TO BE BLUNT, UM, WE'RE, WE'RE TALKING TO A LOT OF THE AI INFRASTRUCTURE FOLKS, UM, AND CERTAINLY OUR PARTNERS FOR ALL THE FOLKS WHO ARE DOING, YOU KNOW, BEHIND THE METER AND ESPECIALLY ISLAND CONFIGURATIONS. 
          NOBODY'S SAYING THIS IS REALLY FUN, I WANNA DO MORE OF THIS. 
          UM, IT'S A, YOU'RE, YOU'RE, WE'RE TAKING WHAT IS A PLANNING AND COORDINATION CHALLENGE, AND WE'RE MAKING IT A PHYSICS CHALLENGE. 
          UM, AND SO I THINK FOR US, IF WE'RE DEVELOPING THREE PCLR LOADS, WE DON'T WANT TO BUILD GENERATION AT EACH PCLR, WE WANT TO BUILD ONE, YOU KNOW, COMBINED CYCLE THERMAL PLANT THAT FROM A NETWORK LOCATION CAN IMPROVE DELIVERABILITY FOR OURSELVES, BUT THEN ALSO LEAD TO A MUCH MORE RELIABLE GRID. 
          UM, SO, UM, YOU KNOW, TRYING TO KIND OF BIFURCATE OUR OWN VIEWS ABOUT BYOG AND, AND BEHIND THE METER HERE, BUT I THINK GENERALLY SPEAKING, REGARDLESS OF WHAT YOUR PHILOSOPHY ON, ON RESOURCES IS, THIS IS A GREATER DEGREE OF FLEXIBILITY THAT ALLOWS EVERYBODY TO BUILD LARGER, MORE EFFICIENT RESOURCES AND ALLOWS EVERYBODY TO PLAY TO THEIR STRENGTHS, UM, WITH RESPECT TO LIKE, YOU KNOW, LOAD DEVELOPERS AND GENERATION DEVELOPERS. 
          SO, UM, MAYBE I CAN SHORT CIRCUIT THE LAST PART, WHICH IS NET AND NETWORKS ARE A GREAT IDEA, FULL SUPPORT FOR ERCOT, LIKE PLEASE PRIORITIZE THIS BECAUSE THE EXISTING ISSUE TODAY IS THAT IF YOU'RE A, IF YOU'RE A ENERGY STORAGE RESOURCE BEHIND THE SAME METER AS A BATTERY OR AS A LOAD, UM, UNLESS YOU'RE TRANSMISSION SERVICE PROVIDER IS OKAY WITH EXCLUSION METERING, UM, THEN YOU LOSE YOUR W YOUR WSL TREATMENT FOR THE BATTERY, WHICH IS JUST A RIDICULOUSLY INEFFICIENT STRUCTURE. 
          UM, IF, BECAUSE, YOU KNOW, FOR, FOR MOST PART, YOU KNOW, THE THINGS THAT DO MAKE SENSE CO-LOCATED WITH THESE LOADS IS BATTERIES. 
          UM, SO IF WE CAN MOVE TO A NET OF NETWORK APPROACH, THEN ERCOT WILL GET ALL THE R VISIBILITY THAT THEY WANT, UM, OUT OF CO-LOCATED RESOURCES AND BATTERIES CAN GET WSL TREATMENT, UM, WHICH WOULD BE, I THINK, AGAIN, A VERY POSITIVE SUM OUTCOME. 
          SO IN SUMMARY, I THINK FRANKLY, IF ALL FOUR OF THESE WERE IN EFFECT TODAY, THEN THE DIFFERENCE BETWEEN WL PUN AND PCLR JUST DISSOLVES, LIKE THERE'S THE ONLY CONCEPT THAT EXISTS IS PRIVATELY ASSUMED RISK AS A MEANS OF GETTING CONNECTED FASTER, AND THEN THE BATCH PROCESS PLANS FIRM TRANSMISSION AND THEN THE PRIVATE LOAD AND, YOU KNOW, THEIR PARTNERS CAN PLAN THE PRIVATE MANAGEMENT OF THAT RISK HOWEVER THEY SEE FIT, WHERE, YOU KNOW, YOU CAN HAVE THE CURTAILMENT OF THE LOAD IF YOU WANT, BUT REALLY, I THINK IN PRETTY MUCH ALL CASES PEOPLE WANT TO BUILD VARIOUS SORTS OF GENERATIONS. 
          SO IF YOU'RE BUILDING IT BEHIND THE METER, THAT CAN HELP YOU MANAGE YOUR PRIVATE RISK. 
          IF YOU BUILD IT IN FRONT OF THE METER, IT CAN ACCELERATE YOUR FIRM SERVICE. 
          UM, SO THAT WAS A LOT. 
          SO I APPRECIATE EVERYBODY GIVING ME THE, THE SOAPBOX HERE. 
          AND, UH, YOU KNOW, MY, MY CORE PRIORITY, FIRST AND FOREMOST IS TO GET, UH, THE, THE EXCELLENT ERCOT STAFF TO TELL ME ALL THE REASONS WHY THESE, THESE IDEAS SUCK AND THEY CAN'T BE DONE . 
          UM, AND THEN IF WE CAN GET PAST THOSE, UH, INITIAL STAGE GATES, THEN 
          [02:55:01]
I THINK, YOU KNOW, HOPEFULLY THERE'S UH, THERE'S WAYS FOR THE STAKEHOLDERS TO COOPERATE AND COORDINATE ON, ON, YOU KNOW, WHAT IS THE PATH OF LEAST RESISTANCE TO GET THE, THE MOST BANG FOR OUR BUCK. 
          ALRIGHT, WE HAVE A QUEUE DEVELOPING TO TALK MORE HERE, SO, UM, BILL, NED, BOB AND SHANNON. 
          SO BILL FIRST? YEAH, WOULD YOU MIND GOING BACK TO YOUR SLIDE NINE? MAYBE, UH, MAYBE THE ONE RIGHT BEFORE THIS THEN. 
          SURE. 
          I THINK THAT'S WHERE, WELL, NO, I GUESS I'M WRONG. 
          IT'S WHERE YOU HAD THE PCLR, UM, AND THE GENERATOR THAT WENT AWAY. 
          OH, YEP. 
          RIGHT THERE. 
          YEAH, THERE YOU GO. 
          ALRIGHT, SO I JUST WANNA MAKE, UH, THIS IS A QUESTION JUST TO KIND TO CLARIFY FOR ME. 
          SO DO WE HAVE THE ABILITY RIGHT NOW TO REGISTER, UM, LIKE THE WHOLE DATA CENTER COULD BE CURTAILED AND I'M GONNA SAY IT'S A-P-C-L-R AND THEN I'M GONNA BRING GENERATION AND I WANT TO HAVE THAT NETTED AND SIGN UP AS A PUN. 
          AM I ABLE TO DO BOTH? NOT, NOT CURRENTLY. 
          OKAY. 
          YOU'RE, YOU'RE ONE OR THE OTHER, YOU'RE A-P-C-L-R OR WL PUN, BUT YOU'RE NOT BOTH. 
          BUT WE HAVE LOTS OF DATA CENTERS THAT WANT TO BRING GENERATION AND THEY MAY HAVE CURTAIL LOAD. 
          SO I THINK FIXING THAT PROBLEM QUICKLY WOULD BE A GOOD STEP. 
          JUST BEING ABLE TO DO THAT IN BATCH ONE, UH, RECOGNIZING THAT AND THEN MAYBE GETTING TO THE NETTED NETWORK THAT YOU'RE PROMOTING IS KIND OF THAT END STATE. 
          ALL RIGHT. 
          THANK YOU BILL NED. 
          UM, TWO, TWO COMMENTS. 
          ONE, UM, BILL, I THINK WHAT YOU WERE JUST GETTING AT, I, I, I THINK THAT MAY BE ENABLED AT LEAST PARTIALLY BY NPR 1188 WHEN THAT GOES LIVE. 
          'CAUSE THAT THAT'LL ALLOW CLRS BY, WITHIN A PUN CONFIGURATION, I BELIEVE. 
          SO IT MAY, MAY NOT BE TOO MANY STEPS DOWN THE LINE TO, TO SUPPORT THAT ONCE THAT GOES LIVE. 
          BUT, UM, LOOK TO Y'ALL FOR YEAH. 
          UM, SO THAT'S, IT'S A GOOD THOUGHT BILL. 
          UM, I GUESS FOR WHAT IT'S WORTH, NED, THIS IS WHY I INCLUDED SIZE SLIDE ON, ON NETTED NETWORKS. 
          THERE YOU GO. 
          'CAUSE I THINK UNDER HIS CURRENT THINKING, CLRS ARE ACTUALLY EXCLUDED FROM PUNS AND NETTED NETWORKS, BUT WE THINK PCL R SHOULD BE A PART OF A NETTED NETWORK OR A PUN FOR THAT MATTER IF POSSIBLE. 
          OKAY. 
          UM, SORRY. 
          ALRIGHT, MORE TO, MORE TO DIG INTO HERE. 
          AND, AND SAM, THANK YOU FOR BRINGING ALL THESE CONCEPTS FORWARD. 
          I KNOW YOU'RE, UH, YOU'RE, YOU'RE A DEEP THINKER AND AN ENTHUSIASTIC, UH, ADVOCATE FOR, FOR WAYS TO, UH, YOU KNOW, GET THE MOST OUT OF THE, OUT OF WHAT WE HAVE. 
          AND I THINK THAT'S, THAT'S IN ALL OF OUR COMMON INTERESTS. 
          UM, THE, SO I THINK A LOT OF THESE ARE, ARE CONCEPTS THAT ARE, WILL BE GOOD TO CONTINUE DISCUSSING. 
          UM, THE ONE THING I WANTED TO JUST PUT A PIN IN IS ON THE LOAD SPONSOR GENERATION, UM, WHEN YOU TALK ABOUT THAT AS, YOU KNOW, POTENTIALLY BEING PURELY ADDITIVE, I THINK WE ALL NEED TO KEEP IN MIND THAT, YOU KNOW, IN AN ENERGY ONLY MARKET THERE, YOU KNOW, YOU CAN PUT ADDITIONAL GENERATION IN THE SYSTEM AND THAT MAY HELP WITH TRANSMISSION PLANNING, BUT IF IT DRIVES SECOND ORDER OUTCOMES BY, UM, CROWDING OUT OTHER EXISTING RESOURCES, THAT WILL BE SOMETHING TO TAKE INTO ACCOUNT HOW THAT PLAYS OUT ON THE REST OF THE SYSTEM. 
          IT'S, IT MAKES IT A, A, A MORE COMPLEX ASSESSMENT. 
          UM, AND IT'S NOT SOMETHING THAT I THINK OUR, OUR CURRENT PLANNING PROCESS IS REALLY TEED UP TO DO. 
          UM, AND THEN, YOU KNOW, A HIGH LOAD GROWTH SCENARIO THAT MAY NOT BE AN IMMEDIATE, UH, CONCERN, BUT, YOU KNOW, CERTAINLY RIGHT NOW I THINK WE HAVE MORE SUPPLY THAN WE HAVE LOAD ON THE SYSTEM. 
          SO IT'S, IT'S FRESH IN MIND. 
          SURE. 
          NO, UM, YEAH, NO, I, UM, WITHOUT BELABORING THE POINT, I THINK THAT THAT'S THE FACT THAT WE HAVE A REMARKABLY EFFICIENT WHOLESALE MARKET IN REAL TIME RIGHT NOW. 
          AND THEN ALL THIS, YOU KNOW, UNPRECEDENTED LOAD GROWTH IS LIKE A PERFECT, UM, STORY OF HOW HOPEFULLY WE CAN CLOSE THOSE GAPS, UM, AND MAKE THE MARKET PRICE SIGNALS A BIT MORE REPRESENTATIVE OF WHAT WE ALL EXPECT. 
          UM, BUT, UH, YEAH, NO, I AGREE. 
          THERE'S A LOT OF HOMEWORK TO DO THERE. 
          OOPS. 
          UH, BOB THEN SHANNON, SO P CLRS DIDN'T MAKE IT VERY WELL IN THE RANKING THAT EVERYBODY GAVE IT, BUT WHAT DID MAKE IT VERY HIGH WAS DYNAMICALLY ALLOCATED WL PUNS TO ME DYNAMICALLY ALLOCATED. 
          WL PUN COULD WELL INCLUDE A-P-C-L-R. 
          WHAT WE'RE DOING THERE IS WE'RE DYNAMICALLY SENDING A SIGNAL TO THE, TO THE 
          [03:00:01]
FACILITY THAT IT CAN'T CONSUME MORE THAN X MEGAWATTS. 
          UM, I THINK THIS FITS PERFECTLY IN THAT. 
          UM, SO I, I THINK A DYNAMICALLY ALLOCATED WL PUN THE DIFFERENCE BETWEEN THAT AND A NETTED NETWORK, I THINK IS FAIRLY MINOR. 
          UM, I ALSO THINK THAT IF THE NETTED NETWORK, IS IT A SINGLE POINT OF INTERCONNECTION, UH, I'M SORRY IF IT'S AT THE SAME FACILITY, SAME SUBSTATION, SAME VOLTAGE LEVEL, THAT TO ME, CLASSIFIES AS A PUN, WITHDRAWAL, LIMITED PUN NEEDS TO AGGREGATE THOSE METERS TOGETHER TO MAKE SURE THE AGGREGATION IS STAYING BELOW THE WITHDRAWAL LIMIT. 
          UM, BUT I THINK THIS CAN ALL WORK IN THE FRAMEWORK THAT WE'RE TALKING ABOUT, CHRIS, WITH THE DYNAMICALLY ALLOCATED WL PUN. 
          THANK YOU. 
          ALRIGHT. 
          YEAH. 
          AND MY 2 CENTS THERE IS IF WE, IF WE HAVE A DYNAMICALLY RATED WL PUN THAT IS FUNCTIONALLY IDENTICAL TO A-P-C-L-R, UM, 'CAUSE THAT IS THE WHOLE POINT OF A-P-C-L-R IS TO CONSUME AS AVAILABLE FROM THE GRID, WHICH THEREFORE HELPS THE PRICE SIGNALS FOR ALL GENERATION CONNECTED TO THE MARKET. 
          AND THEN OBVIOUSLY WHENEVER THE TRANSMISSION SYSTEM IN THAT CURRENT MOMENT IS INSUFFICIENT, THEN WE CAN RELY ON THESE PRIVATE BEHIND THE METER OR GRID CONNECTED RESOURCES. 
          UM, AND UM, THAT AFFORDS US A PROCEDURE THAT ALLOWS US TO PLAN TRANSMISSION ON THE TIMELINE IT DESERVES WHILE, YOU KNOW, AGGRESSIVE PRIVATE CAPITAL FOLKS LIKE OURSELVES CAN MOVE FORWARD, UM, WITHOUT THIS, YOU KNOW, VERY RIGID BRITTLE STRUCTURE. 
          UM, VERY GOOD. 
          AND THEN THE LAST ONE WAS, UH, SHANE CARAWAY. 
          I'D LIKE TO ECHO BILL'S COMMENTS. 
          I DEFINITELY AGREE WITH THAT, AND AS I SAID EARLIER, I, I THINK THERE'S A LOT OF VALUE HERE. 
          IF YOU GO BACK TO SLIDE FOUR IS, AND I JUST LAY THIS OUT, UH, SO THAT WE ALL THINK ABOUT IT FROM LIKE ERCOT PRIORITIZATION PERSPECTIVE AND, AND OURS IN HERE, YOUR GRASS ON THE LEFT THERE WHERE YOU'RE SHOWING PEAK AND APPROVED, THOSE ILLUSTRATE THE AMOUNT OF LOW HANGING FRUIT THAT'S OUT THERE. 
          AND IF WE TAKE THE GOVERNOR'S PRINCIPLES FOR REALLY TRYING TO REDUCE IMPACT ON OTHERS, MAKING IT TO WHERE WE'RE MORE FULLY UTILIZING THE AMOUNT OF APPROVED GRID AND BEING ABLE TO DO SO, DO SO THROUGH THE TECHNIQUES THIS TALKS ABOUT, THIS LOWERS RATES FOR EVERYBODY. 
          I MEAN, IT, IT BASICALLY ALLOWS YOU TO, TO TAKE THE LIMITED TRANSMISSION THAT'S THERE AND, AND GET SO MUCH MORE OUT OF IT, WHICH THE LOAD'S GONNA PAY FOR, YOU KNOW, THE LARGE LOAD'S GONNA PAY FOR THROUGH THEIR TARIFFS. 
          SO OVERALL THERE CAN BE A NUMBER OF CHALLENGES WE GOTTA WORK THROUGH, BUT I, I REALLY THINK THERE'S A LOT OF VALUE HERE AND WE SHOULD COLLECTIVELY TRY TO WORK THROUGH THEM. 
          ALRIGHT. 
          YEAH, LOOK FORWARD TO WORKING WITH YOU, SHANNON, AND ANYBODY ELSE WHO HAS, UM, CRITIQUE AND POSSIBLE RESOLUTION TO ANY ISSUES THAT YOU SEE HERE, BECAUSE I WHOLEHEARTEDLY AGREE, UM, WITH EVERYTHING THAT YOU JUST SAID. 
          ALRIGHT. 
          UH, BILL BARNES? YEAH, JUST REAL QUICK, SIMILAR TO THE, UH, DYNAMIC WITHDRAWAL LIMIT FOR WL PUNT, A LOT OF WHAT I THINK SAM PROPOSED PRETTY, ESPECIALLY NETTED NETWORKS IS REALLY MORE OPERATIONAL. 
          SO PERHAPS THERE'S A PARALLEL PATH WHERE WE COULD LOCK OURSELVES IN THE ROOM WITH S AND FIGURE OUT HOW TO GET, UH, RULES WRITTEN TO IMPLEMENT THESE THINGS. 
          THANKS. 
          VERY GOOD. 
          YEAH, SORRY, I THOUGHT I SAW S MAKE SOME COMMENTS ABOUT, MAYBE IT'S JUST, JUST SOMETHING JUST TAKE OFFLINE. 
          BUT YEAH, HIS WAS ALL ABOUT THE, UM, SBH, THE SETTLEMENT FLAG, THE CURTAILMENT FLAG DEVIATION. 
          SO WE'LL LET YOU TAKE THAT OFFLINE. 
          I FEEL LIKE THAT'S A DETAIL COMPARED TO THESE BIG ENDS. 
          YEAH. 
          ALRIGHT. 
          NO, THAT SOUNDS GREAT. 
          GREAT. 
          THANK YOU EVERYBODY. 
          THANK YOU. 
          ALRIGHT, SO SORRY WE STILL HAVE A LITTLE GROUND TO COVER. 
          HOPEFULLY GET TO LUNCH BY ONE ISH. 
          UM, WE'RE LOOKING AT IS HANS, ARE YOU ON THE LINE OR WERE YOU IN THE ROOM? ACTUALLY, SO IT'S GONNA BE HANS WITH A QUICK TWO PAGE WHITE PAPER, JUST A VOICEOVER TO KIND OF PLANT THE IDEA. 
          THEN IT WAS, JESSE WAS GONNA GIVE HIS PIECE AND BLAKE WAS GONNA DO A BASE POWER QUICK RIDE THOSE, SO THOSE ARE EACH FIVE TO 10 MINUTES EACH, SO WE SHOULD BE CLOSE 
          [03:05:02]
AND, AND CAN YOU GUYS HEAR ME? YES, WE CAN. 
          OH, THAT'S GREAT NEWS. 
          AWESOME. 
          HI EVERYONE. 
          GREAT TO BE HERE. 
          UM, I'M GONNA GO REALLY QUICK, SO WE'RE GONNA GET YOU RIGHT TO LUNCH. 
          UM, OR I'M GONNA NOT STAND IN THE WAY OF THAT, BUT, UM, GONNA GO, NO, NO MORE THAN FIVE MINUTES HERE JUST ON THIS TOPIC. 
          UM, THANK YOU FIRST OF ALL TO ERCOT AND TO THE TEAM FOR INVITING ME TO PRESENT ON THIS. 
          UM, SO MY NAME'S HANS ROYAL, I'M A RESEARCHER. 
          I CREATED THE COMPUTE KEY RATE, WHICH IS A METRIC, UM, THAT DEVELOPED, UH, AND I PUBLISH AN INDEX EVERY QUARTER NOW. 
          UM, AND WHAT THE COMPUTE HEAT RATE IS, IT'S OBVIOUSLY A BORROWED TERM FROM THE GAS HEAT RATE, BUT IT TELLS US BASICALLY THE PRICE CHALLENGE FOR PAY TO PAY FOR ELECTRICITY OF VARIOUS AI WORKLOADS. 
          UH, AND I PUBLISH THAT, UM, ONLINE EVERY QUARTER. 
          UH, IT MOVES OVER TIME WITH TOKEN PRICING AND WITH THE DYNAMICS OF KIND OF THE MARKET. 
          UM, BUT IT'S AN IMPORTANT METRIC THAT HELPS UNDERSTAND REALLY KIND OF THE BEHAVIOR OF LARGE LOADS, ESPECIALLY AI DATA CENTERS IN THE MARKET. 
          AND SO I THINK I WAS INVITED HERE TO, WHILE I SPEND A LOT OF MY TIME THESE DAYS ON SPEED TO POWER AND FLEXIBILITY CONSTRUCTS ACROSS THE COUNTRY AND DIFFERENT RTOS AND ISOS, UM, THE DISPATCH COMPUTE HEAT RATE AS YOU SEE THERE, CHRD IS ESSENTIALLY THE NUMBER THAT SAYS, OKAY, ON AVERAGE THE BLENDED RATE FOR AI WORKLOADS OF, YOU KNOW, AT WHAT PRICE WOULD THEY CHOOSE TO NO LONGER, UM, CONVERT ELECTRICITY INTO INTELLIGENCE. 
          THAT NUMBER RIGHT NOW, THE BLENDED RATE IS $9,000 PER MEGAWATT HOUR. 
          UM, THAT'S JUST FROM A PURE ECONOMICS PERSPECTIVE OF, YOU KNOW, FROM AN ECONOMICS RAW PERSPECTIVE, IS IT WORTH IT TO CONVERTING AN ELECTRON AND THE INTELLIGENCE AND IT, IT, IT IS WORTH IT UP TO $9,000 PLUS. 
          UM, YOU CAN SEE FRONTIER INFERENCE. 
          SO NOT ALL AI WORKLOADS ARE CREATED EQUAL. 
          THERE'S ACTUALLY A QUITE A RANGE, UM, DEPENDING ON IF YOU'RE, YOU KNOW, UH, YOU KNOW, DOING FRONTIER INFERENCE. 
          SO, YOU KNOW, GPT ASTRO SIX, FLAWED FABLE, UH, 5.1, THE SORT OF FRONTIER MODELS THAT CHARGE THE, THE, THE HIGHEST VALUE FOR FOR TOKENS ARE GONNA BE ON THE UPPER RANGE IN THE 18, YOU KNOW, $20,000 ISH PER MEGAWATT HOUR RANGE FOR THE COMPUTE HEAT RID OF THOSE. 
          AND THEN THERE'S ALSO, YOU KNOW, LOWER TIER WORKLOADS AND A LOT OF COMPETITION AND COMMODITIZATION GOING DOWN BELOW. 
          SO ACTUALLY, BUT EVEN STILL FOR THE QUOTE CHEAPEST TYPES OF AI WORKLOADS THAT ARE OUT THERE, IT'S STILL, YOU KNOW, AN ORDER OF MAGNITUDE ABOVE THE AVERAGE PRICE FOR POWER IN, IN, IN THE MARKET. 
          SO WE'RE TALKING LIKE 500 TO A THOUSAND DOLLARS PER MEGAWATT HOUR COMPUTE HEAT RATE EQUIVALENT FOR EVEN SORT OF THE, THE LOWEST COST CHINESE OPEN WEIGHTS TYPE OF MODELS THAT ARE RUN, UM, ON, ON INFRASTRUCTURE. 
          SO THAT'S JUST SORT OF, I THINK NUMBER ONE, JUST TO INTRODUCE THE CONCEPT OF THE COMPUTE HEAT RATE TO THE GROUP HERE, UH, BECAUSE IT'S BEING USED TO KIND OF UNDERSTAND, AGAIN, THE ECONOMICS OF FLEXIBILITY PROGRAMS ACROSS THE COUNTRY. 
          AND OBVIOUSLY AS WE TALK ABOUT PCLR AND OTHER, YOU KNOW, CONSTRUCTS IN NORCOTT, UM, HAVING A METRIC TO JUST UNDERSTAND WHAT THE ECONOMICS LOOK LIKE ON THE OTHER SIDE OF THE LEDGER CAN BE HELPFUL AS YOU THINK ABOUT DESIGNING, UM, THESE, UH, THESE CONSTRUCTS. 
          SO YOU CAN GO TO THE NEXT SLIDE. 
          AND SO, YEAH, I THINK REALLY THE KIND OF THE TAKEAWAY HERE, I MEAN, THERE'S PLENTY OF OTHER APPLICATIONS OF THE COMPUTE HEAT RATE THAT ARE POSSIBLE. 
          UM, AND IT, YOU KNOW, COULD BE USED AS A METRIC TO CREATE, YOU KNOW, BILATERAL, YOU KNOW, TARIFFS AND THINGS LIKE THAT, THAT, THAT, THAT MAKE ECONOMIC SENSE FOR BOTH PARTIES. 
          I THINK PERSONALLY, YOU KNOW, FOR PROGRAMS LIKE THIS TO BE SCALABLE, THE ECONOMICS HAVE TO OBVIOUSLY MAKE SENSE TO EVERYBODY. 
          AND, AND OF COURSE, UH, I MEAN, JUST HAVING ACCESS TO THE GRID IN THE FIRST PLACE, THERE'S A, THERE'S A HUGE ECONOMIC INCENTIVE FOR THAT AND THAT'S WHY YOU, I THINK YOU'RE GONNA SEE A LOT OF ADOPTION OF BCLR. 
          BUT EITHER WAY, THE ECONOMIC SIGNAL, UH, YOU KNOW, THE MORE YOU CAN UNDERSTAND IT, THE BETTER. 
          OBVIOUSLY YOU CAN, YOU CAN NAVIGATE THESE THINGS. 
          UM, BUT WHAT IT ALSO TELLS US IS THAT, YOU KNOW, FOR THE HIGHEST LEVEL WORKLOADS AT LEAST, BUT FOR A LOT OF THESE WORKLOADS, YOU KNOW, THE WHOLESALE PRICE SIGNAL ALONE IS NOT GOING TO CREATE THE ECONOMIC, YOU KNOW, INCENTIVE TO, TO CURTAIL, UM, VERSUS OTHER INDUSTRIAL LOADS THAT MIGHT HAVE A, YOU KNOW, A QUOTE CHR OR EQUIVALENT, YOU KNOW, IN THE A HUNDRED, $150 MEGAWATT HOUR RANGE. 
          YOU KNOW, AI WORKLOADS ARE JUST, ARE JUST DIFFERENT AND THEY JUST BEHAVE DIFFERENTLY IN THE MARKET, UM, FROM AN ECONOMIC PERSPECTIVE. 
          AND THUS, YOU KNOW, THE, THE RELIABILITY ASPECT, UH, NEEDS TO BE THE BINDING ONE. 
          YOU KNOW, FOR THESE, FOR THESE PROGRAMS, IT NOT, YOU KNOW, POTENTIALLY, YOU KNOW, ECONOMIC SIGNALS. 
          'CAUSE IF EVEN IF THE PRICE GOES TO 500, A THOUSAND DOLLARS A MEGAWATT HOUR, WHATEVER, SEVERAL THOUSAND DOLLARS A MEGAWATT HOUR, THERE MAY STILL BE WORKLOADS THAT ECONOMICALLY WANT TO CONTINUE, UH, OPERATING, UH, DURING THOSE CONDITIONS. 
          SO JUST A LITTLE BIT OF A DIFFERENT, UH, DIFFERENT ANIMAL THAN, YOU KNOW, OTHER INDUSTRIAL LOADS, UH, THAT ARE OUT THERE. 
          UM, REALLY THAT'S ALL 
          [03:10:01]
I WANTED TO PRESENT TODAY. 
          HAPPY TO ANSWER ANY QUESTIONS, BUT I'M GONNA PASS IT BACK OVER. 
          AND AGAIN, THANK YOU FOR THE CHANCE TO, UH, TO PRESENT ON THIS. 
          SO, BY THE WAY, UM, IF YOU WANNA CHECK OUT MORE ABOUT THIS, THERE'S THE INDEX, THERE'S A LINK DOWN THERE, BUT IT'S JUST, IT'S COMPUTE HEAT RATE.COM. 
          YOU CAN SEE THE INDEX, SEE OF THE MOVEMENT OVER TIME. 
          UM, I WRITE A SUBSTACK JUST ABOUT THIS, UM, YOU KNOW, ABOUT, ABOUT ONCE A WEEK OBSERVATIONS ABOUT WHAT'S GOING ON IN THE MARKET. 
          I DO THIS FOR FREE, THIS IS JUST SOMETHING THAT I'M CONTRIBUTING IN THE MARKETPLACE, UM, ON MY FREE TIME. 
          SO, UM, HOPEFULLY IT'S VALUABLE. 
          UH, CHECK IT OUT IF YOU WANT TO. 
          AND, UM, THANKS A LOT FOR HAVING ME TODAY. 
          EXCELLENT, THANK YOU, HANS. 
          I HAVE ONE QUESTION HERE FROM BLAKE. 
          YEAH, BLAKE HOLT, UH, JUST HAD A, A QUICK POINT. 
          UM, IT, HANS, ARE YOU RECOGNIZING THAT THE, UH, SYSTEM-WIDE CAPS IN THE ERCOT MARKET FOR ENERGY PRICES PERHAPS DON'T, UH, ADEQUATELY INFLUENCE CURTAILMENT WHEN IT'S NEEDED? YES. 
          AND SO I, I DO THINK THIS IS, THIS COMMENT IS REALLY IN SCOPE FOR AN ACTIVE RULEMAKING, UH, AT THE COMMISSION PROJECT 59, 5 50. 
          AND SO IF, IF YOU TAKE A LOOK AT THAT DOCKET, UH, THE COMMISSION IS ACCEPTING COMMENTS, UH, DIRECTLY RELATED TO, TO THESE POINTS. 
          SO WOULD WOULD POINT YOU THERE FOR A, YOU KNOW, SHARING THIS CONCEPT. 
          BUT THANK YOU. 
          VERY INTERESTING. 
          OKAY. 
          THANK YOU. 
          AWESOME. 
          THANK YOU FOR THE SUGGESTION. 
          GREAT. 
          AND THEN I'LL JUST READ, UH, MICHAEL JEWEL'S QUESTION TO YOU IS, DO THE HEAT RATES VARY BASED ON THE EXTENT TO WHICH A FACILITY CAPTURES AND REUSES THE WASTE HEAT? YEAH. 
          THAT, THAT'S BAKED INTO THE CALCULATION TO THE EXTENT I HAVE THE DATA FOR THAT, IF I'M DOING AN INDIVIDUAL FACILITY CHR, YES, I CAN CALCULATE THAT IN THESE NUMBERS THAT YOU'RE LOOKING AT HERE ARE BLENDED AVERAGES OF WHAT THE INSTALL BASE IS KIND OF ACROSS THE COUNTRY. 
          SO IN THAT SENSE, NOT REALLY. 
          UM, BUT WE COULD, IF I HAD THE DATA, THAT'S IT, THE REAL QUICK QUESTION FOR THAT ANSWER THAT , BUT THANK YOU MICHAEL. 
          ALRIGHT. 
          THANK YOU FOR JOINING US. 
          ALRIGHT, WE'LL GET, THANKS FOR HAVING ME. 
          YOU BET. 
          FLEXIBILITY WITHOUT CURTAILMENT. 
          UH, VERSION ONE, TWO DOWN. 
          PCR AND F TM NETTING. 
          THERE YOU GO. 
          THAT WAS AH, GOT IT. 
          YEP. 
          AND SEE THAT, OH, NO, NO, NO, NO, IT'LL HAPPEN. 
          SOMETHING WILL HAPPEN. 
          CLOSE ENOUGH. 
          ALRIGHT, THANK YOU. 
          ALRIGHT, SO YOU TAKE 10 MINUTES? YEAH. 
          OKAY. 
          YEAH, I'LL, I'LL TRY TO KEEP IT QUICK. 
          UH, WE, WE SPOKE LAST WEEK ON THIS AND MAYBE JUST SOME QUICK REFRAMING AND UPDATES AND REALLY NICE SEGUE FROM, FROM SAM'S PRESENTATION. 
          UM, I THINK, UH, THERE'S SOME KEY SORT OF FRAMINGS THAT WE WANT TO TALK THROUGH. 
          MY NAME IS JESSE GOSSET, UH, EXECUTIVE DIRECTOR OF THE GLOBAL CAPACITY ALLIANCE. 
          UH, YOU CAN READ ABOUT ON THE FRONT PAGE OF THE WEBSITES, ALSO THE CEO OF VWI ALSO READ ABOUT ON THE WEBSITES, UH, TO GET INTO IT HERE THOUGH, WE HAD THE AURORA, UH, STUDY PUBLISHED LAST WEEK. 
          WE ALSO HAD THE BRATTLE STUDY PUBLISHED LAST WEEK TALKING ABOUT THE IMPORTANCE OF THE CONCEPT OF NETTING. 
          SO I WANTED TO WALK THROUGH A QUICK LOGICAL FRAMEWORK WITH EVERYBODY, AND THIS, I THINK HELPS GROUND US IN THESE SOLUTIONS THAT WE'RE TRYING TO SOLVE. 
          SO THE FIRST IS THAT SPEED REQUIRES FLEXIBILITY. 
          THE ONLY WAY TO GET EXTRA MEGAWATTS FROM WITHIN THE GRID ON AN ACCELERATED TIMELINE IS TO BE FLEXIBLE. 
          RIGHT NOW, AN AIRCRAFT THAT LOOKS LIKE PCLR FLEXIBILITY REQUIRES GENERATION, THESE LARGE LOADS, MANY OF THEM, MAYBE NOT ALL OF THEM, BUT MOST OF THEM DO NEED TO HAVE SOME SORT OF PREDICTABILITY AND SOME ABILITY TO MANAGE AND MITIGATE THEIR CURTAILMENT RISK. 
          SO THAT EQUALS GENERATION, BUT GENERATION REQUIRES ATTRIBUTION. 
          THEY'RE NOT GONNA BUILD A BATTERY, THEY'RE NOT GONNA BUILD A GENERATOR UNLESS THEY GET SOME SORT OF DIRECT BENEFIT THAT MANAGES THAT RISK. 
          AND OPERATORS REQUIRE SEPARATION, RIGHTFULLY SO. 
          IF YOU HAVE A 500 MEGAWATT FLEXIBLE LOAD, IF YOU HAVE A 500 MEGAWATT ESR OR BATTERY OR GENERATOR OR A THERMAL UNIT, THOSE ARE GONNA BE SEPARATELY METERED. 
          THEY'RE GONNA HAVE SEPARATE RESOURCE IDS, WHETHER IT'S IN A PUN LIKE 1188 DID WITH CLRS HAVE TO BE SEPARATELY REPRESENTED IN SCED. 
          I THINK WE ALL AGREE ON THAT. 
          WE'VE LOOKED THROUGH THE HISTORY OF RTOS NATIONALLY. 
          UM, THIS IS LIKELY TO CONTINUE TO BE THE CASE FOR A LONG TIME IN THE FUTURE, IF NOT FOREVER, FOR, AGAIN, GOOD TECHNICAL IMPORTANT RELIABILITY, VISIBILITY, OPERATIONAL REASONS. 
          AND WHEN YOU HAVE SEPARATION, THAT BREAKS ATTRIBUTION. 
          AND THE REASON FOR THAT IS BECAUSE SCED DOESN'T DISCRIMINATE. 
          IT CURTAILS EVERYBODY EQUALLY BASED ON PRICE, BASED ON SHIFT FACTOR BASED ON ECONOMICS. 
          SO IT BILL, TO YOUR POINT EARLIER TO WHAT SHANNON WAS DIGGING INTO, TO WHAT SAM WAS BRINGING UP, DOESN'T MATTER THE CONFIGURATION, WHETHER IT'S A POND PLUS, WHETHER IT'S A NETTED NETWORK, WHETHER IT'S FRONT OF THE METER, YOU HAVE TO HAVE SOME WAY OF ACTUALLY OPERATIONALLY TETHERING IF YOU WANT TO REBUILD ATTRIBUTION. 
          AND IF YOU DON'T HAVE ATTRIBUTION, YOU HAVE GROSS TREATMENT, WHICH AGAIN, NOT FOR MAYBE EVERYBODY, BUT 
          [03:15:01]
FOR MOST OF THE INDUSTRY IS GONNA BREAK FINANCIABILITY AND PUSH NEW GENERATION OFF THE GRID OR BESIDE THE GRID, NOT INSIDE THE GRID. 
          SO, LEMME SEE, I THINK IT'S WAY AT THE END AGAIN, JUST TO INTEREST OF TIME. 
          YES. 
          SO HERE'S AN EXAMPLE. 
          THIS IS THE PCLR MERIT ORDER AFTER THE A BC HAS BEEN HIT, EVERYBODY'S BEEN BROUGHT DOWN TO ONE PENNY BELOW THE SHIFT FACTOR, AND YOU HAVE ACCURATELY BID YOUR PCLR PAIRED ESR TO PROTECT YOURSELF. 
          SO I'M NOT, I'M NOT OVER THERE. 
          LET'S SEE IF I HAVE A, YEP. 
          SO I'M GONNA PICK ON SOME NAMES HERE. 
          YOU'VE GOT BILL BUILDING HIS PROJECT HERE WITH HIS PROTECTIVE BATTERY, AND THEN YOU GOT SHANNON BUILDING HIS HERE WITH HIS BATTERY. 
          WELL, BILL'S PCLR IS ACTUALLY DOING MOST OF THE WORK FOR SHANNON'S PROJECT , AND THAT'S ALL YOU'RE GONNA GET. 
           IS A THANK YOU. 
          UH, SO THIS IS THE PROBLEM AND IT, YOU KNOW, IT'S A, IT'S MAYBE A DANGEROUS WORD TO USE, BUT IT'S THE SOCIALIZATION OF THAT RESOURCE FROM A CAPACITY BASIS. 
          AND THIS IS WHAT'S GOING TO CAUSE CHALLENGES BECAUSE IT'S NOT A SNAPSHOT IN TIME EITHER. 
          IT'S A FIVE TO SIX YEAR WINDOW OF BEING FLEXIBLE AND TRYING TO MANAGE YOUR RISK PRIVATELY MANAGE YOUR RISK. 
          AND THE OPTION TO PRIVATELY MANAGE YOUR RISK BY BUILDING NEW GENERATION IS GOING TO BE RIGHTFULLY SPLIT OUT AND SEPARATELY METERED AND MANAGED BY ERCOT AGAIN, RIGHTFULLY SO. 
          AND SO HOW DO WE REBUILD ATTRIBUTION IN OPERATIONS? AND THAT'S WHAT WE TALKED ABOUT LAST WEEK. 
          UH, I'LL PROBABLY JUST STOP THERE AND OPEN IT FOR Q AND A. 
          UH, WE ARE WORKING VERY HARD ON AN NPRR TALKING WITH A LOT OF STAKEHOLDERS. 
          PLEASE REACH OUT TO, UH, ENGAGE BOTH INFORMALLY AND INFORMALLY AS IT GETS SUBMITTED HERE, HOPEFULLY TO THE END OF THIS WEEK. 
          UM, BUT MAYBE THE, JUST THE LAST POINT TO, TO BRING UP IS, AGAIN, THIS IS ANY CONSTRUCT WE GO FOR, IF YOU WANT A NETTED NETWORK, YOU GOTTA ACTUALLY NET THE THING. 
          SO HOW DO WE DO THAT? AND I'M ACTUALLY THINKING MAYBE I SPEND ANOTHER DAY OR TWO REVISING THE NPRR THAT WE'VE BEEN WORKING SO HARD ON BECAUSE I DON'T THINK THERE'S A STRETCH TO MAKING THIS NOT FRONT OF THE METER REQUIRED, RIGHT? IF YOU DO FRONT OF THE METER, YOU SAVE WSL, YOU SAVE FOUR CP PROBLEMS, YOU SAVE RETAIL WHEELING RISKS, YOU SAVE COMMON OWNERSHIP CHALLENGES. 
          LIKE THERE'S A LOT OF REALLY POWERFUL BENEFITS TO DOING THIS FRONT OF THE METER, BUT YOU DON'T HAVE TO, IF YOU WANNA FIX ALL THOSE OTHER PROBLEMS, WE CAN DO AN EDIT NETWORK AND I THINK WE SHOULD. 
          THOSE ARE IMPORTANT THINGS TO TRY TO SOLVE AND THERE ARE CONFIGURATIONS THAT NEED THOSE SOLUTIONS. 
          BUT IN ANY OF THESE SOLUTIONS, YOU GOTTA BUILD ATTRIBUTION IF YOU WANT TO BANK YOUR PRIVATE MITIGATION. 
          MAYBE I'LL JUST STOP THERE. 
          ALRIGHT, IN THE QUEUE WE HAVE BILL BARNES. 
          THANKS JESSE. 
          UM, CONTINUE TO APPRECIATE THE THOUGHTS ON THESE. 
          FLEXIBILITY IS SOMETHING THAT WE ABSOLUTELY HAVE TO STRIVE TOWARDS AS WE'RE DESIGNING THESE SITES. 
          UM, THE, I'M GONNA ASK YOU THE SAME QUESTION I ASKED JEFF, WHICH TO ME IS THE ENGINEERING PROBLEM WITH THIS TYPE OF CONSTRUCT WHERE YOU'RE REALLY TIME TRYING TO SIMULATE, UH, THE PHYSICAL BENEFITS OF CO-LOCATION, BUT HAVE IT DISTRIBUTED OUT AND NOT BEHIND THE SINGLE METER, WHICH, UH, WILL, WILL MORE THAN LIKELY RELY ON THE ABILITY FOR THESE SITES TO BE ELECTRICALLY SIMILAR. 
          YEAH. 
          SO, UH, IN YOUR PROPOSAL OR IF YOU'VE THOUGHT THROUGH, HOW WOULD YOU DEFINE WHAT'S ELECTRICALLY SIMILAR? HOW SIMILAR, HOW DO YOU, UM, SOLVE THAT TECHNICAL? SO NOW THE NPRR IS DRAFTED TO ENSURE CO-LOCATION SHIFT FACTOR NEUTRALITY, SO EFFECTIVELY THE SAME RESOURCE NODE. 
          AND THAT'S A TRANSMISSION ELEMENTS DEFINITION IN THE PROTOCOLS TO ALLOW FOR YOU TO WORK WITH THE TSPS AND YOUR GENERATION PARTNER TO SAY WE WANT THIS DESIGN TO MAKE SENSE FOR THE TSP, BUT ALSO FOR THE TWO PARTIES SO THAT THERE IS, UH, YOU ELIMINATE DOWNSTREAM SEXUALIZATION RISK AND THE LIKE, AND YOU CAN HAVE TWO DROP DOWN FROM THE SAME BUSBAR THAT ARE EFFECTIVELY THE SAME. 
          UM, PRICE SHIFT FACTOR IMPACT ON A MEGAWATT BASIS. 
          AND AGAIN, IF YOU, IF YOU EXPAND THIS TO PUSH BEHIND THE METER, YOU DON'T HAVE THIS PROBLEM AT ALL, BUT YOU WOULD INTRODUCE A LOT OF THESE OTHER CHALLENGES. 
          ALRIGHT, ANY OTHER QUESTIONS? ALRIGHT, THANK YOU JESSE. 
          THANK YOU'S IT AND BLAKE, YOUR NEXT UP, LAST UP BEFORE LUNCH. 
          LAST UP, UM, BLAKE HOLT BASE POWER, UH, NO FANCY PRESENTATION, UM, BUT JUST WANNA GIVE A BACKGROUND FOR BASE. 
          FOR THOSE OF YOU THAT DON'T KNOW US, WE DESIGN, OWN AND OPERATE A FLEET OF RESIDENTIAL BATTERIES. 
          AND WE PARTICIPATE IN THE ER PILOT PROJECT HERE AT ERCOT AND, UH, OFFER INTO THE ENERGY AND AS MARKETS, UH, IN THE CURRENT PHASE OF THE PILOT PROJECT, THESE RESOURCES ARE DISPATCHED, LOCATE, OR I SHOULD SAY Z ONLY. 
          AND IN PHASE 
          [03:20:01]
FOUR OF THE PROJECT, WHICH RULES SHOULD BE COMPLETE BY THE END OF THE YEAR, UH, DISPATCH WILL MOVE TO A NODAL BASIS. 
          AND WITH THAT, THAT CREATES OPPORTUNITIES FOR, UH, THE CONTEXT OF OUR CONVERSATION TODAY AND, UH, ENHANCES THE ABILITY OF THESE AIDERS TO, UH, IMPROVE, UH, TRANSMISSION CONGESTION. 
          AND SO WANTED TO POINT Y'ALL TOWARDS A WHITE PAPER THAT, UM, IS LINKED IN THE MEETING MATERIALS, UH, STUDY THAT WE DID IN COLLABORATION WITH PEAK ENERGY AND WANTED TO EXPLORE, UM, THE ADDITIONAL BENEFITS THAT NODAL MODELING COULD PROVIDE. 
          AND SO WE WANTED TO TEST THAT IN MORE OF A REAL WORLD SITUATION. 
          SO WE LOOKED AT A SUBSTATION, EXISTING SUBSTATION IN THE FORT WORTH AREA AND WE MODELED A HUNDRED MEGAWATT LOAD INTERCONNECTED AT THAT LOCATION USING A 2032, UH, CASE BASE CASE. 
          AND UM, WHEN WE ADDED THAT LOAD, WE SAW THAT IT WOULD CREATE, UH, EIGHT TRANSMISSION CONSTRAINTS SUGGESTING THERE'S NOT ENOUGH CAPACITY TO ENTER CONNECT AT THAT LOCATION. 
          UM, AND THEN WE TOOK, UH, OUR EXISTING EIGHT OR FLEET THAT'S IN AND AROUND THAT AREA AND MODELED IT NOTABLY. 
          AND SO THAT WORKED OUT TO AROUND 11 NODES THAT WERE ELECTRICALLY BENEFICIAL, UH, TO THAT SUBSTATION AND RERAN THE MODEL. 
          AND WE SAW ALL OF THE CONSTRAINTS DISAPPEAR. 
          AND SO, UH, THERE'S A FEW DIFFERENT SCENARIOS OUTLINED, UH, IN THE PAPER, BUT I THINK IT PROVES OUR POINT THAT, UH, WITH A NOTABLE DISPATCH OF ADA RESOURCES, IT COULD ENHANCE THE ABILITY FOR LARGE LOADS TO, UH, INCREASE ALLOCATION OR INTERCONNECTION. 
          AND, UM, TO STEAL FROM A COMMENT THAT I HEARD SHANNON SAY, A FEW NEEDS TO GO. 
          UM, WE NEED TO LOOK AT SOLUTIONS THAT CAN BE BROUGHT TO THE MARKET QUICK IN THIS SITUATION. 
          AND TO STEAL FROM SAM, WE NEED TO TRY TO DO MORE WITH LESS. 
          AND WE, WE ARE, WE HAVE INTENSE INTEREST WITH, UM, GETTING, GETTING AIDERS DEPLOYED, UH, BY THE END OF THE YEAR. 
          WE'RE LOOKING AT INTERCONNECTING, UH, AT A RATE OF A HUNDRED MEGAWATTS A MONTH, BOTH HERE IN, UH, IN ILLINOIS. 
          SO, UM, THESE ARE SOLUTIONS THAT COULD BE BROUGHT TO THE TABLE, UH, AND SHOULD BE CONSIDERED IN THE CONTEXT OF TRANSMISSION PLANNING. 
          AND DON'T HAVE A CONCRETE SUGGESTION TODAY, BUT IF YOU WANT TO THINK ABOUT, UH, THE SLIDE THAT MONICA BROUGHT UP EARLIER WITH KIND OF HOW THE CTP AND BATCH PROCESS WORKS TOGETHER, UH, IS THERE AN AVENUE WHERE, UM, YOU KNOW, THERE'S, THERE'S A, A TARGET OUT THERE OR, UM, CONGESTION CONSTRAINTS THAT NEED TO BE RESOLVED TO INCREASE ALLOCATION. 
          COULD IT LOOK LIKE A REFINEMENT PERIOD, UH, WITHIN THAT PROCESS WHERE, UH, YOU KNOW, ADDITIONAL TRANSMISSION TOOLS CAN BE PROPOSED, TRANSMISSION PLANNING TOOLS CAN BE PROPOSED TO HELP, UH, RESOLVE CONSTRAINTS. 
          UM, SO WANTED TO INTRODUCE THIS PAPER TO Y'ALL, UM, AND ENCOURAGE YOU TO TAKE A LOOK AND WE'LL BE LOOKING TO, UH, POUR INTO THIS PROCESS GOING FORWARD. 
          HAPPY TO TAKE ANY QUESTIONS OR REACTIONS FROM THE GROUP. 
          ALRIGHT, THANK YOU BLAKE. 
          YEAH, FIRST QUESTION. 
          WELL, THE QUESTION RIGHT NOW, BILL BARNES IS FIRST THANKS BLAKE. 
          JUST WANTED TO UNDERSTAND THE PROPOSAL BETTER IN THE CONTEXT OF THE BATCH STUDY. 
          SO IT SOUNDS LIKE THE WAY YOU ENVISIONING THIS WOULD WORK IS THERE WOULD BE SOME LARGE LOAD, SOME DATA CENTER THAT WANTS TO SITE IN AREA AND THEY WOULD, UH, EITHER ASSOCIATE OR, UM, SUBMIT AS PART OF THE, THE BATCH CRITERIA AND AGGREGATION THAT THEY ARE SPONSORING IN SOME WAY AND THEY WOULD THE STUDY ON THE INTERCONNECTION, UH, AMOUNT FOR THE DATA CENTER WOULD CONSIDER THE DISPATCH OF THE AGGREGATION THAT COULD POTENTIALLY FREE UP MORE INTERCONNECTION CAPACITY FOR THE DATA CENTER? IS THAT ESSENTIALLY WHAT YOU'RE THAT'S CORRECT. 
          OKAY. 
          AND I THINK THE MECHANISM TO, TO CREATE THAT TARGET FOR THE SPONSORSHIP IS, IS SOMETHING THAT NEEDS TO BE WORKED THROUGH, LIKE IDENTIFY THE NEED AND ALLOW, UM, YOU KNOW, DISTRIBUTED RESOURCES TO HAVE THE ABILITY TO RESOLVE THAT NEED. 
          I THINK THAT'S SOMETHING THAT NEEDS TO BE FLESHED OUT, BUT ALRIGHT. 
          GOOD. 
          UH, BOB WHITMEYER, SO NOW WE GET TO SHARE THE MIC. 
          THIS WILL BE FUN. 
          UM, SO I GUESS MY QUESTION, BLAKE, IS SO EFFECTIVELY WHAT BASE IS GOING TO DO IS THEY'VE GOT A PORTFOLIO OF, OF RESOURCES THEY COULD AGGREGATE. 
          AND THIS PARTICULAR EXAMPLE, WHEN YOU'RE IN YOUR FORT WORTH CASE, YOU WOULD TAKE A SUBSET OF THAT AGGREGATION AND PROVIDE A NEW AGGREGATION 
          [03:25:01]
TO, TO SOLVE THIS PROBLEM. 
          THE PEOPLE THAT ARE BEING AGGREGATED WOULD'VE NO IDEA AND WOULDN'T REALLY CARE THAT BASE WOULD BE THE ONE RESPONSIBLE FOR THE AGGREGATION AND DIRECTING IT TO THIS SPECIFIC EXAMPLE. 
          AM I THINKING ABOUT THAT THE RIGHT WAY? ABSOLUTELY. 
          AND YOU KNOW, I DON'T, I DON'T THINK THAT, UH, THESE SPECIFIC AGGREGATION WOULD BE ALLOWED TO PARTICIPATE PERHAPS IN AS LIKE THEY WOULD THROUGH THE, UM, CURRENT ER PILOT. 
          THIS WOULD BE A DEDICATED AGGREGATION FOR THIS ISSUE, FOR THIS INTERCONNECTION OF THIS WHATEVER LOAD, UM, IT'S ASSOCIATED WITH. 
          YEAH, I SEE HOW IT WORKS. 
          OKAY, THANK YOU. 
          EXCELLENT. 
          UH, BILL BLEVINS? YEAH, LOT OF, UH, THE STUFF THAT I HEARD TODAY. 
          UM, ALL SOUNDS GREAT. 
          UM, THE SKEPTIC IN ME IS WONDERING LIKE, ARE THE TOOLS OUT THERE TO USE IT, UM, IN THE PLANNING WORLD? LIKE I, MY EXPERIENCE WITH A LOT OF THESE PLANNING TOOLS ARE, THEY WOULDN'T, UH, BE ABLE TO DO THIS RIGHT NOW. 
          SO I THINK YOU'RE GONNA NEED TO DEFINE THESE NEW CATEGORIES OF, UH, TECHNOLOGY AND UM, SO THAT'S MAYBE LIKE A RTF KIND OF THING, UM, WHERE WE GET THE DEFINITIONS, RIGHT, AND THEN YOU CAN START MAKING THE SOFTWARE DO, UM, ALL THESE NEW THINGS BECAUSE, UM, I LIKE THE IDEAS, I JUST AM THINKING LIKE, HOW ARE WE GONNA GET EVERYBODY TO DO IT? THANKS BILL. 
          AND MAYBE A CHANCE FOR SOME EDUCATION FOR ME, UM, IN, IN THE CURRENT PLANNING PROCESS ARE DISTRIBUTED ENERGY RESOURCES CONSIDERED TODAY? I THINK NERC HAS THEM MODELED, I WILL JUST SAY THAT, BUT HOW THE SOFTWARE IS USED IS, UM, NOT WELL, UH, PROCEDURALIZED I WOULD SAY. 
          UM, SO THEY'RE JUST BASICALLY OFFSETTING LOAD. 
          I DON'T THINK THEY'RE DISPATCHED VERY MUCH AT ALL. 
          AND I SAW A COUPLE ERCOT SORRY, GO AHEAD KEN. 
          YEAH, UH, JUST REAL QUICK, I THINK THE WAY WE'RE TRYING TO STRUCTURE THE PHASE FOUR OF THE PILOT IS TO REPRESENT THEM AS DSRS OR A SUBSET OF DSRS, WHICH WE HAVE A PROCESS TODAY TO SEE THOSE DSRS WHICH ARE IN SCED AND THEY CAN BE INCLUDED JUST LIKE ANY OTHER ESR. 
          SO THANK YOU. 
          ANYTHING ELSE? OKAY. 
          ALRIGHT. 
          ALL RIGHT, WELL THANK Y'ALL. 
          AND GUESS WHAT? IT'S ONE O'CLOCK WAY TO LAND THE PLANE, GUYS. 
          ALL RIGHT. 
          UM, SO WE'RE GOING ON A 45 MINUTE LUNCH, BE BACK AT 1 45 AND THEN WE'LL TAKE IT UP WITH THE CTP PLANNING. 
          THANK Y'ALL. 
          WE STAND IN RECESS. 
          ALRIGHT, WE'RE GONNA FIRE UP HERE AND THEN IF I'M TALKING, MAYBE PUPIL WILL STOP WALKING OUTTA THE ROOM. 
          UM, I'LL, I'LL PUT THIS IN THE WEBEX CHAT WHEN I'M SITTING DOWN. 
          UH, WE'RE STARTING TO LOOK AT POSSIBLE DATES FOR, UH, THE TWO FOLLOW UP MEETINGS. 
          SO WORKSHOP NUMBER THREE, BATCH WORKSHOP NUMBER THREE FOR THE PLANNING SIDE, UH, THE WEEK OF THE, UH, OCTOBER 12TH THROUGH 16TH. 
          THERE'S SOME MARGIN ON THAT. 
          MONDAY IS WHETHER OR NOT THAT MIGHT BE A PLANTING PIECE. 
          AND THEN THERE'S THE FRIDAY THE 16TH, THAT'S THE DAY AFTER LLWG. 
          IF MR. WHITMEYER WANTS TO ROLL IT ALL UP INTO ONE CRAZY LONG DAY ON THURSDAY, WE COULD DO THAT TOO, BUT, UM, I'LL START TO PLANT SEEDS FOR THAT, BUT AT LEAST Y'ALL, WE CAN. 
          UM, I'LL PUT THAT IN THE WEBEX, LET PEOPLE KIND OF GET INTO THE ROOM, SETTLE IN AND SEE WHAT WORKS. 
          ALRIGHT, SO 
          [5. Batch Reporting/transparency discussion]
TOPIC-WISE, I'M GONNA DO A QUICK PASS ON THE REPORTING TRANSPARENCY ONE. 
          UH, SO JUST FOR THIS IS WHERE WE HEARD DURING BATCH ZERO IS WE WANT ALL KINDS OF TRANSPARENCY AND REPORTS. 
          AND WOULDN'T IT BE COOL TO HAVE A ERCOT MAP THAT SHOWS WHERE LARGE LOADS CAN CONNECT? WELL, THAT'S THE PIE IN THE SKY STUFF AND WE'RE DOWN TO BASICS HERE. 
          UM, AND THE FIRST THING I WANNA DO IS JUST REMIND PEOPLE OF THERE IS A TRANSPARENCY REPORT THAT'S BEEN APPROVED THAT IS NOT YET BUILT AND I OWE YOU A DELIVERY DATE ON THAT. 
          SO I'LL HAVE THAT BY THE NEXT MEETING. 
          BUT NPR 1267 WAS, UM, SPONSORED BY CONSUMERS AND THAT WAS THE IDEA I THINK REALLY KIND OF FROM THE LLWG MONTHLY REPORT, THEY WANTED TO MEMORIALIZE, GET A STANDARD REPORT THAT'S AVAILABLE AND POSTED BY ERCOT. 
          AND SO I JUST HIGHLIGHTED WHAT THE LANGUAGE OF THAT SHOWS. 
          IT SAYS SO BECAUSE IT'S A REPORT THAT'S NOT THERE YET. 
          SO PRETEND BATCH HAS, WELL EITHER IF, IF BATCH HAS OR HAS NOT RUN, IT'S THE WHAT'S THE INTERCONNECTION QUEUE FOR THE FUTURE LOOK LIKE. 
          SO THIS IS A REPORT FOR THE AGGREGATE PEAK DEMAND FOR, UM, 75 MEGAWATTS OR HIGHER. 
          UM, PUBLISH A LARGE LOAD INTERCONNECTION STATUS REPORT MONTHLY ON 
          [03:30:01]
THE ERCOT WEBSITE THAT AGGREGATES LOAD INTERCONNECTION REQUESTS ACROSS MULTIPLE DIMENSIONS WITH AS MUCH SPECIFIC SPECIFICITY AS POSSIBLE WHILE MAINTAINING CONFIDENTIALITY. 
          THERE IS THE TENSION, THERE IS THE DESIRE FOR MORE DETAILS, BUT CONFIDENTIALITY. 
          SO THAT'S WHAT MAKES THINGS LIKE THIS A LITTLE TRICKY. 
          UM, SO THE IDEA WAS TO PUBLISH A SHOWING AGGREGATE LOADS BY LOAD ZONE BY TSP BY LOAD TYPE BY CALENDAR QUARTER ENERGIZATION, UH, REQUESTED ENERGIZATION QUARTER SIZE RANGE, UH, INTERCONNECTION STATUS, CO-LOCATION STATUS. 
          UM, AND THEN WITHIN THAT SAME REPORT REQUIREMENT, IT CONTINUES ON, SAY, ERCOT SHALL TAKE ACTIONS AS PROVIDING RANGES OF INTERCONNECTION SIZES, AGGREGATE LOADS OR OTHER SIMILAR ACTIONS TO PROTECT ANONYMIZE AND OTHERWISE SAFEGUARD THE CONFIDENTIAL AND COMPETITIVELY SENSITIVE CUSTOMER DATA. 
          AS AN ERCOT EMPLOYEE, I HATE REPORTS LIKE THIS BECAUSE WHAT IT SAYS IS WE HAVE TO DESIGN SOMETHING THAT WE HAVE TO KEEP LOOKING AT AND SCREENING. 
          IT'S NOT FUN, BUT IF THAT'S WHAT WE HAVE TO DO, WE HAVE TO DO IT. 
          BUT THIS IS ONE OF THOSE, HOW DO WE CREATE THAT BALANCE OF A SYSTEMATIC REPORT THAT CREATES THE DATA TRANSPARENCY YOU NEED? SO IN THE SURVEY WE MADE AN OPEN-ENDED QUESTION. 
          WE SAID 1267 WILL EVENTUALLY PROVIDE SOME TRANSPARENCY THAT'S ITS OWN ARTIFACT, AND BECAUSE WE HAVEN'T STARTED IT YET, WE COULD ACTUALLY CHANGE THAT ARTIFACT AND MAYBE GET IT OUT THE DOOR EVEN FASTER, UM, TO INCLUDE THE DATA ELEMENTS. 
          SO THIS IS THE IDEA OF WE HAVE HEARD LOUD AND CLEAR YOU WANT REPORTING, HOWEVER I SHARED AT THE FIRST WORKSHOP, I DON'T KNOW THAT ERCOT SHOULD OWN THIS AS MUCH AS THE MARKET PARTICIPANTS. 
          AGAIN, WE CAN KEEP TALKING ABOUT THE WORKSHOP, BUT I DON'T KNOW WHAT EVERYONE NEEDS TO MEET THEIR NEEDS COMMERCIALLY. 
          UH, SO WHEN IT COMES TO THE DATA ELEMENTS, THIS IS A, I'M JUST ECHOING BACK WITH THE SURVEY SAID. 
          SO, UH, THE DATA ELEMENTS REQUESTED WERE RAMP WAS ONE THING THEY WANT WANT TO SEE RAMP BY QUARTER. 
          WE WANNA KNOW THE ACTUAL VERSUS THE APPROVED RAMP. 
          SO MAYBE IT WAS APPROVED, BUT THEN WHAT ACTUALLY HAPPENED, KIND OF A LAGGING REPORT, UM, ENERGIZED VERSUS REQUESTED, SIMILAR AVERAGE TIMELINE FROM THE TIME THE THE APPLICATION COMES INTO ENERGIZATION, STARTING TO SHOW THAT LEAD IN, UM, PROJECT CONFIGURATIONS. 
          UM, YOU SAW THIS IN JEFF'S REPORT TO THE BOARD, HE DID TEASE OUT BYOG PUNS AND THE PCR AS SUBSETS OF THOSE TOTALS. 
          UM, WHERE THERE'S BACKUP GENERATION, WHERE THERE'S GENERATION RESOURCE FOR CO-LOCATIONS, UM, TO REPORT BY COUNTY AND OR CITY INCLUDING GEOGRAPHICAL COORDINATES THAT GETS WEIRD. 
          UM, OR THE PROPOSED ACTUAL POINT OF INTERCONNECTION. 
          SO SOME PEOPLE WOULD LIKE IT DOWN TO HAVING A MAP THE WAY THEY CAN SEE EVERY LOAD ON THE SYSTEM AND WHERE THEY'RE AT IN THE PROCESS. 
          UH, BATCH STUDY AGREEMENT, STATUS DETAILS, UM, WITH REGARDS TO BATCH OR WHETHER IT'S AT THE POINT OF INTERMEDIATE AGREEMENT OR WHAT'S THE FINANCIAL SECURITY STATUS OR WHAT'S THE COMMITMENT STATUS FOLLOWING BATCH, UH, STANDARDIZING READINESS MILESTONES. 
          UH, I I WILL SAY THIS, THIS WILL GET EASIER FOR ERCOT BECAUSE BY STANDING UP LEO, WHAT WE HAVE NOW IS WE'LL HAVE A SYSTEM BY THE END OF THE YEAR THAT'S CONVERTED ALL OF OUR DATA INTO DATABASES OF THE QUEUES THAT HAS THE DATES, MILESTONES, ENERGIZATION, LOAD RAMPS IN ONE PLACE, AND WE CAN RUN A QUERY OFF THAT SYSTEM AND POST IT. 
          SO IT MAY BE EASY TO DO INSTEAD OF COMING UP WITH THE ONE PERFECT REPORT, IT MAY BE EASIER TO SLICE OFF DIFFERENT PIECES OUT OF THAT SYSTEM OF RECORD THAT WE'LL HAVE. 
          OH, SORRY. 
          AND THEN THE LAST ONE WAS TO PARSE OUT THE DATA CENTER TYPE, WHETHER IT'S AI TRAINING VERSUS INFERENCE VERSUS CLOUD, ENTERPRISE OR CRYPTO. 
          SO DATA IS ALWAYS ONE OF THOSE THINGS. 
          YOU CAN SLICE IT NICE, IT A HUNDRED WAYS. 
          THIS IS THE TIME WHETHER OR NOT OVER THE NEXT COUPLE OF MONTHS, AGAIN, THIS IS TO GET TO THE APRIL BOARD. 
          UM, IF THERE'S SOME APPETITE FOR PEOPLE TO TAKE LEAD ON SAYING, I REALLY THINK THIS IS THE REPORT THAT WE NEED AND SO I CAN TAKE NOTES TODAY. 
          UM, BUT WE'VE ALREADY HEARD, I WANTED TO CONNECT THE DOTS TODAY ON WHAT IS TO BE DELIVERED. 
          EVENTUALLY I'LL COME BACK NEXT MONTH WITH A DELIVERY, ESTIMATED DELIVERY DATE OR AN UNKNOWN. 
          AND THEN THIS IS THE ECHO BACK OF HOW PEOPLE WANT TO SEE THIS DATA. 
          BUT I GUESS I JUST WANTED TO PUT IT TO THE FLOOR OF WHEN PEOPLE THINK ABOUT BATCH REPORTING, ARE THERE BIG NEEDS THAT THEY THINK NEED TO OCCUR AND OR ONGOING LARGE LOAD VISIBILITY, RIGHT? IT'S NOT JUST A BATCH THING, IT'S A SAD THING. 
          OKAY, SHANNON, GO AHEAD. 
          THANKS FOR PUTTING THIS TOGETHER. 
          UH, I WOULD, YOU KNOW, 20, YOU KNOW, 2002, 2003, 2004, WE WERE IN THE SAME PLACE FOR, UH, NEW GENERATION AND WE HAD NO TRANSPARENCY AT ALL AND WE HAD ALL THESE CONCERNS AROUND CONFIDENTIALITY, BLAH, BLAH, BLAH, BLAH. 
          WE'VE WOUND UP IN A JUST EXTREMELY EFFICIENT 
          [03:35:01]
G UH, GIS REPORT OR YOU KNOW, GN INTERCONNECT REPORT, G-N-I-N-R THAT Y'ALL PUT OUT EVERY MONTH. 
          AND AS SOMEBODY THAT'S SPENT THE LAST 10 YEARS IN THE DEVELOPMENT BUSINESS, MAINLY GEN DEVELOPMENT, THAT REPORT GETS USED MORE THAN YOU POSSIBLY KNOW BY DEVELOPERS. 
          I WOULD ENCOURAGE YOU TO DO IT AS CLOSELY MIRROR IMAGE IT. 
          IN FACT, I'D GO TAKE THAT ONE AND I WOULD ASK MYSELF, WHAT CAN I NOT DO ON HERE BECAUSE OF CONFIDENTIALITY? AND TO ANSWER THAT, I'D GO TO ONE THREE POINT, 1.2 A AND IF IT ISN'T LISTED IN THERE IS CONFIDENTIAL, THEN THE ANSWER IS DEFAULT. 
          YES, YOU CAN DO IT. 
          AND LIKE YOUR LOCATIONAL DETAIL, COUNTY CITY PROPOSED ACTUAL POI, THAT'S ONE OF THE MOST EFFECTIVE THINGS THAT'S IN THE GI AND R REPORT IS YOUR LISTING. 
          NOW YOU DIDN'T, THIS DIDN'T ALWAYS OCCUR, BUT YOU HAVE FOR THE LAST 10 YEARS OR SO, YOU'RE SAYING, I FORGET EXACTLY WHICH FIELD IT IS, BUT IT'S CONNECTS AT THIS STATION, CONNECTS AT THIS LINE AND YOU CAN GO SEE THE SIZE, YOU CAN SEE THE MATURITY OF IT. 
          WE NEED, THE MORE WE WIND UP GETTING TO THERE WITH THIS, IT'LL BRING SO MUCH EFFICIENCY. 
          OKAY, VERY GOOD. 
          THAT'S GREAT PROXY. 
          I WILL SAY PART OF THE LEARNING PROCESS OVER THE LAST FEW MONTHS GETTING TO THE LARGE LOAD REALM IS THEY ARE CALLED CUSTOMERS RATHER THAN GENERATORS. 
          IN GENERATORS THERE'S A LOT MORE TRANSPARENCY AND CUSTOMERS HAVE THIS PROTECTED INFORMATION AND EVEN THOUGH IT'S NOT SPECIFIED IN 1.3 0.2, YOU KNOW, THAT CONFIDENTIALITY SECTION, IT BECOMES A MORE SLIPPERY SLOPE OF WHAT'S ALLOWED AND NOT ALLOWED. 
          SO, BUT I, I'M ALL FOR AND TELL YOU WHAT I CAN BRING BACK TO THE NEXT MEETING, WHAT THE GENERAL REPORT HAS AND THEN IF PEOPLE WANNA USE THAT AS A STRAW MAN TO START FROM AND SAY THAT'S RIGHT, THAT'S WRONG. 
          AND IT'S ALMOST TRYING TO FIGURE OUT WHERE DO WE START FROM? START WITH THAT, START WITH THAT. 
          I'LL, I'LL TAKE THAT. 
          IF OTHER PEOPLE ARE LIKE, THAT'S A GOOD IDEA, THERE'S NO INFORMATION ABOUT OUR PROJECTS THAT FIT IN THAT THAT WE WILL HAVE ANY PROBLEMS ABOUT THEM BEING DISCLOSED. 
          ALRIGHT, VERY GOOD. 
          TRANSPARENCY IS GOOD. 
          ALRIGHT. 
          ALRIGHT, MONICA, YOU'RE NEXT IN THE QUEUE. 
          HI MATT. 
          UH, MATT, ARE YOU LOOKING FOR, FOR THIS REPORT TO ALSO COVER LOADS, UH, PATH, UH, GOT ENERGIZED PRE OR LIKE 2022? I DON'T KNOW. 
          I MEAN I'M, I THINK WHAT WE HAVE IS 1267 I THINK COVERS THAT BECAUSE, UH, IT MAY INCLUDE ENERGIZED AND TO BE ENERGIZED LOADS. 
          I, I HAVEN'T LOOKED REAL CLOSELY AT AFTER MARCH OF 2022. 
          SO THAT IS HISTORICAL FORWARD FROM THERE IS WHAT THAT REPORT IS. 
          SO I'M JUST, THE REASON I'M ASKING THAT IS THERE IS EVERY TIME IN THE QSA AND ALL THOSE DISCUSSIONS THERE IS THIS, UM, 22 GIGAWATT OR SO OF, UH, APPROVED LOAD, WHICH IT SEEMS LIKE THE CASE HAS. 
          WE'RE JUST TRYING TO UNDERSTAND HOW UM, ACCURATE SLASH STALE THAT DATA IS IF THEY WILL EVER ENERGIZE SOME OF THOSE LOADS. 
          UM, JUST BECAUSE YOU HAD THAT, THE FIRST ONE ON THE, IN YOUR REPORTING, UH, YOU HAD, UH, ENERGIZATION THE NEXT SECOND. 
          OH YEAH, THE SUGGESTIONS, UH, YEAH, THE FIRST ONE THAT ACTUAL VERSUS YEAH, THAT INFORMATION IS VERY, WOULD LOVE TO SEE THAT FOR ALL LOADS, ALL LARGE LOADS. 
          ALRIGHTY. 
          GOT IT. 
          ALRIGHT. 
          UM, BILL, MATT, ONE THING THAT I WAS THINKING ON THE GIS AND OR THIS REPORT AS WELL IS ONCE, UM, MO COLOCATION PROJECT, UH, ADVANCES TO A CERTAIN POINT, LIKE MEAN IT MEETS THE PLANNING GUIDE 6.9 CRITERIA, YOU COULD PROBABLY ALSO LIST THE GINR AND THAT LLI NUMBER OR WHATEVER IT TURNS INTO TOGETHER SO WE CAN SEE THE LINKAGE. 
          THANKS. 
          GOT IT. 
          ALRIGHT, ANYTHING ELSE? ALRIGHT, WELL I ANTICIPATE THIS WOULD BE QUICK, BUT THAT HELPS AT LEAST WE HAVE A STARTING POINT FOR NEXT MEETING. 
          SO I HAVE THE ACTION ITEM ON THAT ONE. 
          ALRIGHT, 
          [6. CTP focus session]
MS. CHRISTIE, ARE YOU READY? GOT WATER. 
          WHAT A LIVELY CROWD AFTER LUNCH. 
          GOOD MORNING, . 
          REAL FAST. 
          ALL RIGHT, SO I I I TOLD JEFF I WASN'T GONNA HURT HIM TOO HARD, BUT WE ALL KNOW WHAT HIS THOUGHTS WERE THIS MORNING AND HE, ON YOUR THOUGHTS ON WRITING, HERE ARE MY THOUGHTS ON READING. 
          [03:40:01]
I THINK YOU ALL CAN READ. 
          SO I'M NOT GONNA GO SLIDE BY SLIDE THROUGH THE SURVEY RESULTS. 
          I'M GONNA GO THROUGH KIND OF QUICKLY HIT ON A COUPLE OF HIGHER POINTS ON THE SUMMARIES AND THEN TRY TO GET US, UH, TO THE PART TO SHARE SOME OF THE OTHER INFORMATION THAT ERCOT HASS BEEN THINKING JUST TO SHARE OUR THOUGHT PROCESS SO THAT YOU CAN GO BACK TO YOUR SHOPS, UM, AND START PROCESSING AND GIVING US FEEDBACK ON THAT. 
          ALL RIGHT, SO AGAIN, THANK YOU TO EVERYONE WHO TOOK TIME TO ANSWER THE SURVEY. 
          WE KNOW THERE WERE A LOT OF QUESTIONS, BUT THERE ARE A LOT OF IMPORTANT TOPICS AND WE APPRECIATE THE GOOD FEEDBACK THAT HELPS US TO KNOW WHERE WE NEED TO FOCUS GOING FORWARD. 
          FROM THE PLANNING PERSPECTIVE, WE REALLY BROKE IT INTO SEVERAL PARTS. 
          UM, ONE, THE MODELING AND THE CASE BUILDING AND THEN THE ACTUAL PROCESSING OF THE PLANNING, UH, WORK THAT GOES ONCE THE CASES ARE BUILT. 
          YOU KNOW, SOME OF THE KEY TAKEAWAYS AS I LOOK ACROSS, UM, YOU KNOW, NOT SURPRISING A HUNDRED PERCENT SUPPORT FROM THE TSPS ON CONSOLIDATING THE SSWG, THE RTTP, THE CASE BUILDING PROCESSES. 
          IT TAKES A LOT OF ERCOT RESOURCES, A LOT OF TSP RESOURCES. 
          AND WHEN WE STARTED DISCUSSIONS INTERNALLY AT ERCOT, WE KNEW THAT WOULD BE AN AREA WHERE WE CAN GET A LOT OF EFFICIENCIES. 
          UM, THE FREQUENCY SEEMED TO BE A LITTLE BIT SPLIT ON THAT, WHETHER AN ANNUAL PROCESS IS SUFFICIENT, BUT I THINK ONCE WE SAW THE SECOND FOLLOWING QUESTION THAT ASKED ABOUT, WELL, IF WE GAVE YOU THE TOOLS, WE'LL GIVE YOU A SET OF CASES ON ANNUAL BASIS, BUT THEN WE'LL GIVE YOU THE TOOLS AND THE RECIPE TO GO BUILD WHATEVER ELSE YOU WANT. 
          THERE WAS GOOD SUPPORT FOR THAT, SO HOPEFULLY WE CAN START MOVING IN THAT DIRECTION. 
          ACTION. 
          THE NEXT THING I WANNA JUMP TO THAT WASN'T CAPTURED IN THE KEY TAKEAWAYS HERE WAS THE, THE MEDIUM LOADS. 
          UM, WHEN WE MET ONE-ON-ONE WITH THE TSP PLANNERS, YOU KNOW, ACROSS THE BOARD WE HEARD THAT THEY'RE STARTING TO SEE A LOT OF INTEREST IN THE MEDIUM-SIZED LOADS. 
          AND THAT'S ONE THING I'M GONNA CONTINUE FROM ERCOT PERSPECTIVE FLAGGING IS A RISK IF WE DON'T START ADDRESSING THAT NOW. 
          OTHERWISE WE'RE GONNA BE HERE A YEAR OR TWO YEARS FROM NOW, THE SAME PLACE WE ARE WITH LARGE LOADS. 
          AND SO, UM, WHILE IT MIGHT NOT BE EASY, IT'S TIME TO PUT SOME FOCUS ON THAT. 
          UM, AND WE CAN KEEP IMPROVING UPON THAT. 
          UM, YOU KNOW, LOOKING AT A MINIMUM THRESHOLD FOR LARGE LOADS, UM, IT WAS KIND OF SPLIT BETWEEN THE TSPS. 
          I'LL BE SURPRISED. 
          UH, I'LL SAY I WAS SURPRISED BECAUSE ALL THE ONES THAT WE ACTUALLY TALKED TO THOUGHT THAT THE MEDIUM SIZED LOADS WERE IMPORTANT, UM, IN, IN CAPTURING THOSE AND REDUCING THAT THRESHOLD. 
          UM, BUT OVERALL, UM, IT SEEMS LIKE, YOU KNOW, THE GENERAL SUPPORT WAS SPLIT BETWEEN, YOU KNOW, THE, THE 50 AND THE 75 MEGAWATT. 
          I DON'T THINK YOU'LL SEE A CHANGE ON THE A HUNDRED MEGAWATT GOING UP TO A HUNDRED MEGAWATT. 
          UM, COMMISSION RULES ARE ALREADY IN PLACE ON THAT AND WE'RE EXPECTING THE NERC RULES WILL BE SET VERY SOON ON A 50 MEGAWATT THRESHOLD. 
          AND THEN GOING DOWN FURTHER BOUNDING THE MEDIUM, MEDIUM-SIZED LOADS, WHAT WOULD BE A GOOD MINIMUM THRESHOLD FOR THE MEDIUM LOADS? UM, YOU KNOW, WE SAW SUPPORT, A LOT OF SUPPORT FOR THE, THE 25 BEING THE KIND OF THE FLOOR OF WHERE YOU DEFINE A, A MEDIUM-SIZED LOAD. 
          ALL RIGHT, THE OTHER THING THAT I THOUGHT WAS KIND OF INTERESTING IS WE STARTED LOOKING AT, UM, HOW DO WE COLLECT THIS MEDIUM SIZED LOAD INFORMATION? NO TSP SUPPORT FOR RFIS , NO SURPRISE THERE. 
          WE HIT YOU WITH A LOT OF RFIS. 
          UM, AND I'LL SAY FROM, I KNOW IT'S HARD FROM YOUR PERSPECTIVE, BUT IT'S EVEN HARDER ON OUR PERS ON OUR SIDE TO BE ABLE TO PROCESS THAT, TRY TO TRANSLATE THAT INTO CASE BUILDING. 
          UM, SO, YOU KNOW, WE'RE DEFINITELY LOOKING AT WHAT IS A BETTER WAY TO GET THAT INFORMATION GOING FORWARD. 
          UM, AS YOU CAN SEE, THE TSPS REALLY, YOU KNOW, THEY HIGHLIGHT THAT'S A NEAR TERM ISSUE THAT WE NEED TO BE TACKLING NOW. 
          SO GLAD FOR THE SUPPORT ON THAT. 
          ALL RIGHT, LOOKING AT THE FUTURE BATCH PROCESSES AND RELIABILITY STUDY RESULTS, UM, SOME OF THE KEY TAKEAWAYS. 
          UH, WE, ONE OF THE LESSONS LEARNED FROM BATCH ZERO SURVEYS WHEN WE ASK YOU, EVERYBODY WANTED ALL THE STUDY YEARS AND THEY WANTED IT FAST. 
          SORRY GUYS, THAT'S NOT THE REALITY OF WHERE WE ARE TODAY. 
          SO WE ASKED THE QUESTION A DIFFERENT WAY AND IT WAS CLEARER TO US THAT GETTING A BATCH PROCESS IN A SHORTER TIMELINE WAS MORE IMPORTANT TO MOST THAN STUDYING AND GETTING A FULL TRANSMISSION SOLUTION FOR EVERY YEAR. 
          UM, THERE WAS SUPPORT FOR EXPANDING THE TIERS. 
          UM, 
          [03:45:02]
WE'LL GET INTO MORE TALKING ABOUT THE PROJECT ALTERNATIVE TESTING AND REALLY WHAT OUR THOUGHTS WERE ON THAT IN A MINUTE. 
          UM, BUT WE DID GET SUPPORT FOR, FOR MOVING IN THAT DIRECTION. 
          A LOT OF SUPPORT FOR LOOKING AT ALL THE DIFFERENT PROJECT TIERS. 
          UM, AND AGAIN, ANOTHER ONE HERE, A HUNDRED PERCENT UNANIMOUS SUPPORT FOR PLANNER TO PLANNER SESSIONS FROM THE TSPS. 
          UM, AND WHAT WE SAW IN THAT IS REALLY LOOKING AT HAVING REGULAR CHECKPOINTS AS WE'RE GOING THROUGH THE BATCH AND THE RELIABILITY STUDY PROCESS IN A ONE TO TWO WEEK TIMEFRAME WHERE WE'RE HAVING THOSE CHECKPOINTS, UM, TO CONTINUE MOVING THINGS ALONG SO THAT WE CAN KEEP THINGS MOVING EFFICIENTLY. 
          SO WHAT I WANNA DO NOW IS KIND OF GO BACK, UM, I'M GONNA SKIP THE REST OF THIS INFORMATION 'CAUSE I WANNA GET TO THE HEART OF THIS BEFORE WE START LOSING PEOPLE FOR THE DAY. 
          THIS IS A RECAP OF WHERE WE STARTED. 
          YOU KNOW, WE'RE TRYING TO INTEGRATE THE BATCH ANALYSIS WITH OUR TRADITIONAL PLANNING PROCESSES AND MAKING SURE THAT WE HAVE PROPER TRANSPARENCY FOR THE STAKEHOLDER PROCESS TO BE ABLE TO UNDERSTAND WHAT'S BEING STUDIED, WHAT'S BEING ALLOCATED, WHAT'S MOVING FORWARD. 
          AND THIS IS A SLIDE THAT WE SHOWED AT THE PREVIOUS SESSION. 
          WE'VE SHARED IT WITH THE BOARD IN A COUPLE OF OTHER SESSIONS WHERE WE WERE REALLY LOOKING AT AN END-TO-END FLOW FROM INFORMATION INTAKE TO DOING BATCH ANALYSIS WHERE WE DID THE ALLOCATIONS, GETTING THE COMMITMENT FROM THE LARGE LOAD CUSTOMERS AND THEN DOING OUR RELIABILITY ANALYSIS THAT'S REQUIRED TO MEET OUR NERC PLANNING OBLIGATIONS. 
          AND YOU REALLY DIDN'T GET INTO THAT STAKEHOLDER ENGAGEMENT UNTIL THE END. 
          UM, SO AT THE BEGINNING, THIS'S GONNA BE IMPORTANT TO REMEMBER, UM, WHEN WE GO FORWARD AND LOOK AT WHAT WE'RE PROPOSING NOW, YOU DIDN'T SEE AS MUCH OF THAT, THAT STAKEHOLDER ENGAGEMENT DURING THE BATCH THAT WAS REALLY JUST OR CAUGHT TO TSP WORKING THROUGH WHAT COULD BE DEVELOPED IN THE TIMEFRAMES TO BE ABLE TO GET THE MOST, UM, MEGAWATT ALLOCATION FOR THE CUSTOMERS. 
          WHEN WE STARTED LOOKING AT THAT INTERNALLY, THE PRO, THE POTENTIAL ISSUE WE SAW WITH THAT IS THAT'S AT LEAST AN 18 MONTH PROCESS, PROBABLY LONGER IF YOU PUT ALL OF THOSE END TO END. 
          WHAT WE STARTED IDENTIFYING THOUGH IS WE WERE LOOKING AT WHERE HANDOFFS WERE, WHAT COULD BE CONSOLIDATED. 
          WE SAW THAT THERE WAS A LOT OF THE SAME WORK HAPPENING BOTH IN BATCH AS WELL AS IN OUR RELIABILITY STUDY ASPECT OF IT. 
          AND THE REASON IS, IS BECAUSE OF THE FOCUS ON MAKING SURE WE GET GOOD INFORMATION TO HAVE FOR THE COST ALLOCATION THAT COMES WITH COMMITMENT. 
          WE'RE DOING A LOT OF THE TRANSMISSION PLANNING ANALYSIS IN THAT TIMEFRAME. 
          SO WE STARTED LOOKING AT HOW CAN WE DO THAT WORK CONCURRENTLY SO THAT WE'RE NOT DUPLICATING WORK, UM, AND WE CAN GET THE PROCESS, YOU KNOW, ONTO A SHORTER TIMEFRAME. 
          SO WHAT WE'RE GONNA GO THROUGH NEXT, UM, IS A SET OF SLIDES, YOU KNOW, THE FOUR THINGS THAT WE'RE LOOKING AT. 
          CAN WE CONSOLIDATE THE BATCH AND THE RELIABILITY STUDY WORK INSTEAD OF SEQUENCING IT ONE BY ONE FROM A SCOPE PERSPECTIVE, REALLY DEFINING WHAT CASES WE'RE BUILDING, WHEN WE'RE BUILDING 'EM, AND THE YEARS THAT WE'RE GONNA STUDY VERSUS THE YEARS WE'RE GONNA ALLOCATE TO. 
          WHERE CAN WE PROCESS THINGS IN PARALLEL? AND THE, WHAT WE'VE TERMED IS WHAT DOES RPG 2.0 LOOK LIKE GOING FORWARD? WE'VE GONE BACK AND FORTH. 
          YOU'VE SEEN SOME OF OUR EARLIER SLIDES THAT SAY RPG, LIKE, WELL WE ALL HAD A DIFFERENT OPINION ABOUT WHAT RPG LIKE MEANT. 
          SO WE'RE GONNA TRY TO PUT, UM, A LITTLE BIT MORE DEFINITION OF, OF WHAT WE'VE BEEN THINKING ABOUT THAT. 
          SO WHAT DO WE MEAN FROM A SEQUENCING? SO THIS IS THE SLIDE YOU'VE SEEN BEFORE WHERE WE DID MODELING AT THE BEGINNING. 
          WE DID OUR BATCH STUDY PROCESS, WE DID COMMITMENT AND WE DID MODELING AGAIN, AND THEN WE DID OUR ASSESSMENTS. 
          WHERE WE'D LIKE TO GO IS A SINGLE MODELING PHASE AT THE BEGINNING THAT WE USE THAT INCORPORATES AND WE RUN PARALLEL BATCH AND RELIABILITY STUDIES THAT GETS US THE ALLOCATION BY YEAR AND IT ALSO HELPS US MEET OUR NERC UH, REQUIREMENTS AND WE'LL DIG INTO THAT A LITTLE BIT MORE. 
          SO YOU STILL HAVE ALL THOSE SAME INPUTS COMING IN. 
          YOU'VE GOT THE LARGE LOAD INFORMATION, YOUR GENERATION UPDATES, TOPOLOGY CHANGES, WHAT'S CHANGED ON THE TRANSMISSION SYSTEM, THOSE MEDIUM LOADS. 
          THE BASE ARE COP FORECAST FOR JUST PURE ECONOMIC GROWTH. 
          AND WE'RE BUILDING A SET OF CASES THAT STARTS TO BE USED AND WE'RE GONNA COMBINE OUR BATCH AND OUR RELIABILITY STUDIES TOGETHER SO THAT WHEN WE COME TO THE CUSTOMER, WE'VE GOT THE FULL COMPLIMENT OF TRANSMISSION THAT'S NEEDED TO BE BOTH BATCH AND RELIABILITY STUDIES. 
          THEY GO THROUGH A COMMITMENT WINDOW 
          [03:50:01]
AND THAT TAKES US TO A REFINEMENT BECAUSE WE'VE GOTTA BACK OUT BEFORE WE HAVE A FINAL SNAPSHOT OF ANYTHING THAT'S NOT NEEDED IF, IF PEOPLE DROP OUT. 
          UM, AND THE HARD THING IS, IS RIGHT NOW WE DON'T HAVE THAT HISTORY TO KNOW HOW MANY PEOPLE ARE GONNA STAY IN VERSUS HOW MANY PEOPLE ARE GONNA TAKE OUT TO BE ABLE TO REALLY KNOW HOW LONG THAT REFINEMENT PERIOD MAY BE. 
          YOU KNOW, THE LESS PEOPLE THAT DROP OUT, THE QUICKER THAT WE CAN TURN THAT REFINEMENT WINDOW, THE MORE PEOPLE THAT DROP OUT. 
          IT'S A LITTLE BIT LONGER PROCESS TO GET TO A GOOD FINAL TRANSMISSION SNAPSHOT AND AN ACTIONABLE PLAN. 
          SO FROM A SCOPE PERSPECTIVE, UM, WHAT WE WANNA ANALYZE IS, UM, A STREAMLINED SET OF CASES AND WHAT WE'VE GOT SOME FUTURE SLIDES, THEY'RE GONNA DIVE INTO ACTUALLY WHAT CASES WE'RE LOOKING AT. 
          UM, BUT WHAT WE'RE LOOKING AT IS THAT ALL YEARS WOULD BE STUDIED AND WE'D HAVE BETWEEN 15 TO 17 CASES THAT WOULD BE CREATED AT THE BEGINNING OF THIS PROCESS. 
          SO WHAT DO THOSE LOOK LIKE? UM, FROM A CASE PERSPECTIVE, WE'D HAVE SUMMER PEAK, SUMMER PEAK, NO SOLAR AND FALL PEAK FOR ALL FIVE OF THE YEARS THAT WE'RE STUDYING. 
          THEN WE WOULD ALSO HAVE, UM, TO MEET OUR NERC REQUIREMENTS A YEAR THREE HIGH RENEWABLE MEDIUM LOAD CASE, AS WELL AS A YEAR THREE MINIMUM LOAD CASE. 
          WHILE WE'D BE STUDYING ALL OF THE YEARS, WE'D ONLY BE RECOMMENDING TRANSMISSION PLAN SOLUTIONS FOR YEARS TWO, FIVE AND SIX. 
          YOU MAY BE ASKING WHY YEAR FIVE BATCH ZERO, YOU'RE DOING YEARS TWO, FOUR AND SIX YEAR FIVE ALIGNS WITH THE WORK THAT WE HAVE TO DO FOR NERC. 
          UM, AND SO THAT'S WHY WE'RE RECOMMENDING THAT WE WOULD DO FOR YEAR FIVE HERE. 
          ALL FIVE YEARS WOULD CONTINUE TO LOOK AT TO GET ALLOCATION. 
          SO A CUSTOMER THAT'S WANTING TO COME IN, IN YEAR THREE, WE'D BE LOOKING AT THE TRANSMISSION THAT WOULD BE IN PLACE, GIVING YOU AN ALLOCATION BASED OFF OF THAT. 
          UM, BUT WE WOULDN'T BE STUDYING THAT FOR, UM, ADDITIONAL TRANSMISSION SOLUTIONS IN THAT YEAR. 
          AND THEN FROM A COST ALLOCATION PERSPECTIVE, WE'RE GONNA FOCUS ON YEAR SIX. 
          AND YOU MAY BE ASKING WHY I ONLY FOCUS ON ONE YEAR. 
          WE'LL SHOW YOU HERE IN A MINUTE HOW WE'RE PLANNING TO, YOU KNOW, PROCESS THE WORK. 
          BUT WE'RE GONNA START WITH YEAR SIX, IDENTIFY ALL THE SOLUTIONS THAT ARE NEEDED AND THEN WE CAN LOOK AT WHEN THEY CAN COME INTO SERVICE AND WE CAN WORK THE COST ALLOCATION BY STARTING WITH THE WHOLE END SOLUTION. 
          THEN IN THE REFINEMENT STAGE, UM, WE WOULD UPDATE, WE'D HAVE, UM, IN OUR MODELING SYSTEM, WE'D HAVE A SET OF PROJECTS THAT HAVE BEEN DEVELOPED AS WE WENT THROUGH OUR COMBINED BATCH AND RELIABILITY ANALYSIS. 
          WE'LL HAVE THAT MENU OF TRANSMISSION PROJECTS TO MATCH COMMITTED LOADS AND WE'LL BE ABLE TO COME UP WITH THAT FINAL MODEL SNAPSHOT BASED OFF OF WHAT IS COMMITTED AND REMAIN IN THE CASE. 
          SO HERE'S A QUICK LOOK, UM, AS WHAT WE WOULD PROPOSE AS THE CASES THAT WOULD BE NEEDED IN THIS, THE PURPLE DENOTES THINGS THAT WERE REQUIRED FROM A BATCH STUDY PERSPECTIVE AND THE GREEN IS THE ADDITIONAL THAT WE WOULD NEED TO MEET OUR TPL REQUIREMENTS. 
          SO THESE WOULD BE THE CASES THAT WE WOULD BE PUTTING TOGETHER THAT WOULD BE AVAILABLE IN THE MIS, UM, FOR THOSE THAT ARE, HAVE THAT CAPABILITY TO ALSO DO THEIR STUDIES IN THAT TIMEFRAME, RIGHT? SO EACH OF THESE, UM, WE'RE GONNA KIND OF BREAK DOWN, YOU KNOW, WHAT DOES THAT LOOK LIKE? WE'VE, YOU KNOW, REALLY TRIED TO PUT THIS TOGETHER, UH, TO SEE WHERE WE CAN, WHERE THE, THE HANDOFFS ARE INTERNALLY ARE CAUGHT FOR OUR ANALYSIS, WHERE THOSE HANDOFFS WOULD BE WITH THE TSPS AND WHERE THERE WOULD BE STAKEHOLDER ENGAGEMENT. 
          AND RIGHT NOW WE'RE GONNA DIVE INTO THE STEADY STATE ANALYSIS. 
          SO AFTER THE MODELS ARE BUILT, UM, WE'VE GOT SOLVE CASES, WE BEGIN DOING OUR STEADY STATE ANALYSIS AND THAT'S GOTTA BE COMPLETED BEFORE THE STABILITY, UM, CAN KICK IN. 
          AND THEN AT SOME POINT WHEN WE START HAVING SOLUTIONS, THEN THIS WOULD GO INTO, YOU KNOW, WHAT WE LATER WILL CALL RPG 2.0 WHERE WE'RE PROVIDING TRANSPARENCY TO THE PROJECTS THAT ARE BEING RECOMMENDED. 
          AND WE WOULD WANT TO LOOK AT WHAT THRESHOLDS WE WOULD BE SETTING FOR THOSE THAT WOULD REQUIRE ALTERNATIVE TESTING. 
          I'M NOT GONNA SPEND A LOT OF TIME, IT'S A VERY BUSY SLIDE, BUT THERE'S BEEN A LOT OF QUESTIONS ON WHY CAN'T YOU DO THIS FASTER? THIS IS WHY YOU CAN'T DO IT FASTER. 
          RIGHT NOW WE CONTINUE TO LOOK AT TOOLS, THERE'S NO SEVERAL BULLET OUT THERE. 
          UM, BUT IT'S A ITERATIVE PROCESS THAT STARTS WITH BUILDING THE CASES, GETTING THE TRANSMISSION SOLUTION, THE ALLOCATIONS FOR YEAR SIX, AND THEN IT FALLS INTO THE SUBSEQUENT YEARS. 
          UM, A A LOT OF WORK THAT GOES INTO IT, AND WE CAN DIVE INTO THIS IN, IN A 
          [03:55:01]
FUTURE SESSION. 
          ALL RIGHT, SO ONCE WE'VE GONE THROUGH, WE'VE DONE OUR ANALYSIS, WE'VE DONE THE TRANSMISSION ALLOCATIONS, WE'VE LOOKED OR LOOKED AT THE DIFFERENT, UM, PROJECTS AND SOLUTIONS, WE'RE GONNA START FEEDING THAT INTO THE PROJECT TRANSPARENCY AND ALTERNATIVE SWIM LANE. 
          WE COULD ENVISION, UM, AN RPG IN THE FUTURE WHERE YOU CONTINUE TO HAVE YOUR REGULAR MEETINGS. 
          UM, IF YOU THINK ABOUT AN RPG PROJECT TODAY, IT COMES UP, IT COMES FOR COMMENT. 
          WE TAKE ALTERNATIVES, WE GET ALTERNATIVES IN, THEN WE GO BACK AND ANALYZE THOSE, THEN WE COME BACK WITH THAT FEED PUT BACK. 
          THAT WOULD BE DONE CONTINUE TO BE DONE THROUGHOUT THIS PROCESS. 
          BUT I THINK THE THING THAT WE'LL HAVE TO LOOK AT IS DO YOU NEED TO, AND I THINK THE ANSWER IS NO, DO ALTERNATIVES FOR EVERY PROJECT. 
          AND I THINK WE'VE ALREADY DECIDED THAT AS A STAKEHOLDER COMMUNITY, WE'VE SET THOSE TIERS OF PROJECTS OF WHERE WE NEED TO HAVE ADDITIONAL ANALYSIS. 
          AND SO THAT'S OUR OPPORTUNITY TO DEFINE THIS SO THAT WE MAINTAIN THE TRANSPARENCY IN THE PROCESS AND MAKE SURE THOSE PROJECTS THAT ARE MEANINGFUL, THAT HAVE, UM, CONSUMER COST IMPACT ARE BEING FULLY VETTED AND LOOKED AT ALTERNATIVES. 
          WE WOULD ALSO HAVE, UM, CONTINUED PATHWAY FOR PROJECTS THAT MAYBE AREN'T GOING THROUGH THE BATCH CTP PROCESS. 
          SO THINK OF THINGS LIKE STORM HARDENING. 
          UM, EACH OF THE TSPS HAVE THEIR OWN CRITERIA. 
          THEY CAN SUBMIT PROJECTS BASED UPON THOSE. 
          THERE MAY BE AGING INFRASTRUCTURE PROJECTS. 
          YOU KNOW, YOU'VE GOT POLES THAT ARE FALLING OVER, THEY NEED TO BE REPLACED. 
          A LOT OF OUR INFRASTRUCTURE TODAY, YOU KNOW, IS WELL OVER 50, 60 YEARS OLD. 
          UM, IT'S COMING TIME FOR THAT REPLACEMENT. 
          UH, THERE'S ALSO RESILIENCY PROJECTS, STORM HARDENING PROJECTS. 
          THOSE WOULD BE AN AVENUE THROUGH RPG THAT, YOU KNOW, THEY MAY NOT MAKE SENSE TO GO THROUGH THE WHOLE BATCH PROCESS. 
          THEY'D STILL HAVE AN AVENUE FOR THAT REVIEW AS WELL. 
          AND WHAT WE'RE THINKING ABOUT IS FOR THOSE TYPES OF PROJECTS, YOU KNOW, SHOULD THAT BE A OPEN SEASON WHERE YOU CAN SUBMIT 'EM WHENEVER YOU PLEASE OR DO WE SET PERIODS OF, OKAY, WE'RE GOING TO SET A TIMELINE OF, YOU KNOW, X STATE. 
          AND FOR THE NEXT THREE MONTHS WE'RE GONNA LOOK AT THE, THE SET OF PROJECTS THAT HAVE BEEN SUBMITTED THROUGH THIS, THIS WAY THIS GIVES US ON-RAMPS WHERE WE CAN GET THAT BACK INTO THE CTP REVIEW, UM, AND TAKE THAT INTO ACCOUNT. 
          UM, FOR EXAMPLE, IF YOU'RE IMPROVING YOUR INFRASTRUCTURE, THAT MAY ALLOW FOR MORE ALLOCATION OF MEGAWATTS IN THE CTP. 
          SO WE WANNA MAKE SURE WE'RE INCLUDING AND ACCOUNTING FOR THAT. 
          YOU'LL ALSO, UH, NOTICE THE ARROW THERE ON THE FAR RIGHT. 
          UM, YOU PROBABLY HEARD PR SAY THIS, UH, TIME AND AGAIN AS WE'RE GOING THROUGH THE BATCH PROCESS, THERE MAY BE SOME PROJECTS THAT, UM, THERE ARE NOT SOLUTIONS THAT WE CAN IDENTIFY IN THE TIMEFRAME THAT WE'RE STUDYING FOR YEAR SIX, WE MAY NEED ADDITIONAL TIME TO GO THROUGH SOME ALTERNATIVES, AND THAT COULD CONTINUE TO BE DONE, UM, THROUGH AN PG 2.0 PROCESS. 
          I WOULD THINK THIS WOULD BE RARE. 
          UM, BUT IT'S NOT UNLIKE WHAT WE WOULD DO, UM, WHERE WE HAD IDENTIFIED PROJECTS, PLACEHOLDER PROJECTS IN RTP AND THEN LOOKED AT 'EM, CONTINUE TO LOOK AT 'EM. 
          I WOULD THINK THAT'D BE RARE, BUT WE WANNA LEAVE THAT AVENUE OPEN. 
          SO TODAY, ANY TYPE OF PROJECT, UH, GOES THROUGH RPG IN THE FUTURE BASED OFF OF THE COMMISSION RULES THAT WE HAVE. 
          LARGE LOADS HAVE TO NOW GO THROUGH THE CTP OR THE, THE BATCH PROCESS TO GET A TRANSMISSION SOLUTION. 
          THEY CAN'T JUST COME IN. 
          RPG IS THE FIRST STOP. 
          TO PRESERVE THAT TRANSPARENCY, WE'LL HAVE THIS PROJECT TESTING ALTERNATIVE AND TRANSPARENCY AT THE RPG MEETINGS TO KEEP PEOPLE APPRISED OF WHAT'S BEING REVIEWED. 
          AND THEN OTHER TYPES OF PROJECTS THAT MAY BE ECONOMIC BASED. 
          UH, AGAIN, TSP CRITERIA, STORM HARDENING, STORM HARDENING IN KIND PROJECTS, AGING INFRASTRUCTURE RESILIENCY. 
          UH, THOSE WOULD HAVE A PATHWAY THROUGH RPG 2.0 AND DEPENDING ON WHERE THEY FALL, THEN CAN FEED BACK INTO THE CTP AS A PART OF THAT OVERALL CONSIDERATION. 
          AS YOU TAKE A LOOK, UM, AT THE RPG CHARTERS THAT EXIST TODAY, THERE'S REALLY TWO MAIN OBJECTIVES. 
          IT'S COLLECTING INFORMATION FROM STAKEHOLDERS AND EVALUATING PROJECT ALTERNATIVES. 
          AND WE THINK THE WAY WE'RE TRYING TO LINE THIS OUT, WE WOULD BE ABLE TO MAINTAIN THOSE TWO OBJECTIVES, UM, SO THAT WE HAVE PROPER REVIEW AND PROPER TRANSPARENCY 
          [04:00:01]
FOR ALL INVOLVED. 
          AND AGAIN, JUST KIND OF A CHART BREAKING DOWN, YOU KNOW, IF YOU'VE GOT A LARGE LOAD PROJECT OR IF IT'S A PROJECT THAT'S, UM, SAY WE'RE SEEING A, UH, A DALLAS AREA IS GROWING, A LOT OF PEOPLE MOVING THERE, UM, THERE'S A NEED FOR, UM, LOAD GROWTH, RELIABILITY NEEDED PROJECTS, YOU KNOW, IT'S GONNA GO THROUGH, UM, THE CTP, WE'LL BE TAKING A LOOK, UM, AT THOSE PROJECTS. 
          DOES IT MEET, UM, THE REQUIREMENT FOR, YOU KNOW, FULL ANALYSIS AND ALTERNATIVE TESTING, OR IS IT JUST SOMETHING THAT WE'RE REPORTING, MAKING STAKEHOLDERS AWARE THIS PROJECT, UM, IS MOVING FORWARD? SAME THING FOR RPG 2.0. 
          WE WANNA MAKE SURE WE'RE RETAINING THAT TRANSPARENCY AND ALTERNATIVE TESTING IF IT MEETS SOME TYPE OF MATERIALITY THRESHOLD, DUNNO WHAT THAT IS TODAY. 
          BUT THAT'S SOMETHING THAT WE CAN LOOK, UH, TO DEFINE WHAT THAT THRESHOLD WOULD BE. 
          THAT IT WOULD REQUIRE MORE THAN JUST RPG REVIEW AND COMMENTS, BUT A FULL ERCOT INDEPENDENT REVIEW WITH ALTERNATIVE TESTING. 
          ALL RIGHT. 
          SO I WENT REALLY FAST THROUGH THAT, BUT I WANTED TO GET THROUGH IT TO KIND OF SHARE WITH YOU OUR, UM, OUR THOUGHT PROCESS. 
          SO NOW WE CAN, MATT, IF YOU'LL HELP ME OUT YEAH. 
          ALL THE QUESTIONS IN THE QUEUE. 
          YOU BET. 
          SO WE HAVE THREE IN THE QUEUE SO FAR. 
          SO SHANNON, GO AHEAD. 
          UM, ON SLIDE 71, IF WE CAN GO BACK TO THAT FOR A SECOND, IT'S, IT'S HARD TO KNOW UNTIL WE SEE HOW THIS TURNS OUT AND HOW Y'ALL GO THROUGH IT. 
          I UNDERSTAND THE DESIRE TO DO LIKE YEAR TWO, FIVE AND SIX AND MEGAWATT ALLOCATION YEAR 2, 3, 4, 5, 6. 
          UH, AND, BUT AS WE THINK ABOUT PICKER 1 45 TODAY, Y'ALL ARE REALLY JUST STUDYING THE FIRST, THIRD AND FIFTH YEAR OUT OF THAT TWO, FOUR, AND SIX UP HERE. 
          THE, THE FEAR I HAVE A LITTLE BIT, AND, UH, I THINK THE TEST WILL BE SEEING WHAT COMES OUT OF THE PROCESS IS THE, THE CONCERN IS DOES YEAR THREE HERE, SO IT'S SECOND YEAR IN THIS REALLY LOOK NO DIFFERENT IN ALLOCATION THAN, THAN THE YEAR TWO DID. 
          AND DOES YEAR FIVE LOOK NO DIFFERENT IN ALLOCATION THAN YEAR FOUR? AND IF WE WIND UP WITH THAT TYPE OF STAIR STEP THING, THEN THERE'S A TREMENDOUS AMOUNT OF INEFFICIENCY WE'VE BUILT INTO THIS BY NOT BEING ABLE TO ACCOMPLISH IT. 
          AND SO I'D JUST SAY THAT TO ENCOURAGE ERCOT FIGURE, FIGURE OUT HOW YOU CAN WORK PROACTIVELY WITH THE TSPS ON THAT. 
          WHAT WOULD BE YEAR THREE AND FIVE EXAMPLE HERE, UM, ON THE MEGAWATT ALLOCATION PIECE TO NOT HAVE THAT OUTCOME. 
          WHETHER IT'S THE TSPS HAVING THE OPPORTUNITY TO WORK AND COME UP WITH THAT SOLUTION AND SAY, YES, I BELIEVE THIS AMOUNT OF ALLOCATION CAN HAPPEN IN THAT YEAR. 
          YOU'VE GOTTA HAVE SOME PROCESS AROUND IT. 
          I DON'T KNOW WHAT IT IS AND MAYBE Y'ALL DON'T EVEN KNOW EXACTLY WHAT IT IS YET, BUT THAT'S, THAT'S SOMETHING I'D WOULD LIKE FOR US TO BE SENSITIVE TO. 
          YEAH. 
          AND I THINK, UM, APPRECIATE THAT. 
          AGAIN, WE'D LOVE TO STUDY EVERY YEAR. 
          YEAH. 
          UM, BUT IT BECOMES A TRADE OFF OF HOW LONG ARE YOU WILLING TO WAIT TO GET THAT ANSWER. 
          YEAH. 
          I THINK IT'LL ALSO BE TELLING TOO, AS WE COME OUT OF BATCH ZERO, UM, AND IN LOOKING AT, YOU KNOW, THE, THE PRELIMINARY NUMBERS THAT WERE SHARED, WHAT WILL BE THE CAPABILITY OF THE TSPS TO BUILD ADDITIONAL INFRASTRUCTURE IN THOSE EARLY YEARS AS WELL? AND THERE'S, I GUESS A LOT OF UNKNOWNS UNTIL WE COME OUT ON THE OTHER SIDE OF BATCH ZERO AND SEE WHAT THE MAGNITUDE OF STUDY IS FOR THE FUTURE BATCHES. 
          AND I THINK THAT'S ANOTHER REASON, UM, THAT WE WERE SUGGESTING INSTEAD OF HARD CODING INTO THE PLANNING GUIDE, WHAT YEARS WE WILL STUDY THAT. 
          IF WE LEAVE IT TO A DEF DEFINING A SCOPE AND MAKING SURE IT'S TRANSPARENT AND THERE'S A PROCESS FOR DEFINING WHAT THE NEXT STUDY SCOPE IS. 
          AS WE GET MORE INFORMATION ABOUT THAT AND LEARN ABOUT THE SIZE OF WHAT THE STUDY'S GONNA BE, WE WOULD HAVE THE FLEXIBILITY TO POTENTIALLY ADD MORE YEARS OR TO DO MORE, UM, IF WE START TO SEE THERE'S NOT AS MUCH DEMAND IN THE SYSTEM. 
          OKAY. 
          AND THEN THE SECOND LAST THING I HAD IS ON YOUR, WHETHER IT'S 76 OR 77, I DON'T KNOW REALLY THE BEST, MAYBE 77 IS THE BEST PLACE TO ASK IT OR TO COMMENT. 
          AGAIN, KEEP KEEPING THE TIER THREE, TIER FOUR SEPARATE WHERE IT'S RAN THROUGH WHATEVER, I GUESS IT'S THE EQUIVALENT OF OUR PG 2.0 AND USING THE SAME FRAMEWORK. 
          I JUST, I I I WANT TO CLARIFY, IS THAT INCLUDED IN THE WAY YOU'RE THINKING ABOUT IT HERE? YES IT 
          [04:05:01]
IS. 
          OKAY. 
          I DIDN'T SEE WHERE, WHERE THAT'S LISTED, BUT TO THE, YOU KNOW, THAT TIER THREE, TIER FOUR STILL STILL RUNS WITHOUT THE INDEPENDENT, YOU KNOW, RUNS WITH THE RULES. 
          WE'VE GOT PROBABLY, IF WE COULD MAKE SURE THAT STAYS, THAT'S REALLY CRITICAL. 
          I THINK PROBABLY. 
          DID YOU WANNA ADD SOMETHING? SAW YOU PULLING THE MIC? YEAH, . 
          SO, UM, I, I THINK THE IDEA IS TO KEEP THE TIER THREE AND FOURS AS PART OF THE RRPG 2.0, BUT WITH THE CAVEAT THAT IF THERE ARE PROJECTS THAT'S RELATED TO LARGE LOAD GROWTH OR RELIABILITY PROJECTS, YOU KNOW, DRIVEN BY THOSE, THOSE WILL STILL GO THROUGH THE CTP PROCESS. 
          BUT WE WANT TO KEEP THE OPTION OPEN FOR OTHER POTENTIAL TIER THREE AND TIER FOUR PROJECTS, WHICH THE TSPS WANT TO PURSUE. 
          IF MAKES SENSE IS A DIFFERENT WAY OF SAYING WHAT YOU JUST SAID. 
          BU WHATEVER MOVES THROUGH TIER THREE AND TIER FOUR GETS REFLECTED IN THE CASE, BUT IT DOESN'T GET HELD UP WAITING ON THE, I'LL GIVE YOU AN EXAMPLE, JUST RECONDUCTORING A LINE AND YOU SEE IT NEEDS TO BE DONE. 
          THE TSP DOES AND IT'S FIVE MILES LONG AND IT COSTS 10 MILLION BUCKS. 
          GET THE DARN THING DONE UNDER TIER THREE OR TIER, YOU KNOW, THE APPROPRIATE TIER THAT IT FITS TODAY. 
          AND WE'VE GOT, I DON'T KNOW, 15, 20 YEARS OF HISTORY OF THAT WORKING REALLY WELL IN OUR EFFORT TO HAVE THE UBER OUTCOME. 
          LET'S NOT THROW THE BABY OUT WITH THE BATH WATER THERE BECAUSE THAT TRANSLATES, EVEN IF IT'S DRIVEN BY LARGE LOAD, IT TRANSLATES TO THAT LARGE LOAD GETTING CONNECTED SOONER BECAUSE THE TSPS WORKING ON IT, THEY ALREADY KNOW THEY NEED TO DO IT ANYWAY AND THEY'VE, IT'S CHEAP AND IT, IT MOVES THE FULL, THE PROCESS ALONG OF HOW QUICKLY IN WHICH YEAR THEY SAY THEY CAN DO IT IN THE BATCH OUTCOME BECAUSE THEY MAY HAVE ALREADY BEEN WORKING ON IT NINE MONTHS AND HECK ENGINEERING'S DONE AND THEY'RE READY TO GO TYPE OF THING. 
          YEAH, WELL, WE'LL HAVE TO THINK ABOUT IT SO THAT THE, THE THINKING IS AS MUCH AS POSSIBLE, ANYTHING RELATED TO LARGE LOADS WE WANT TO CAPTURE THROUGH THE CTP PROCESS, MAYBE THAT'S, THAT'S THE, THAT'S THE GOAL, RIGHT? BUT IF THERE ARE PROJECTS WHICH THE TSPS HAVE ALREADY IDENTIFIED FOR OTHER SYSTEM UPGRADES AND THINGS, YES WE COULD USE, YOU KNOW, SOMETHING FOR RPG. 
          UM, I, I THINK THIS IS SOMETHING WE, WE WILL WE'LL TAKE INTERNALLY AND HAVE A DISCUSSION, SEE LIKE HOW WE CAN TO GIVE, PUT A FACE WITH THE NAME ON IT. 
          LITERALLY ON OUR BASE LOAD PROJECT IN BATCH ZERO. 
          EVERY UPGRADE IS A TIER THREE OR TIER FOUR. 
          THERE SHOULD BE ZERO WAITING ON CTP FOR THE TSP TO GO DO THOSE THINGS. 
          AND SO IF YOU DISAGREE, IF ANYBODY DISAGREES WITH THAT, PLEASE SAY SO HERE BECAUSE THAT WILL BE THE A REALLY GOOD TEST OF, WE SHOULD NOT BE ANYBODY BE WAITING AROUND ON THAT. 
          DOES THAT MAKE SENSE? IT'S BASE LOAD. 
          YOU'VE ALREADY, WE ALREADY HAVE AN UH, APPROVAL AND THESE ARE TIER THREE, TIER FOUR THINGS. 
          WE'LL THEY NEED TO BE ABLE TO MOVE FORWARD WITHOUT ANY DELAY UNDER OUR CURRENT PROCESS. 
          THANKS. 
          ALRIGHT, THANKS SHANNON. 
          OOPS, THAT'S THE WRONG SCREEN. 
          HARSH TWO QUESTIONS. 
          UM, SLIDE 76. 
          SO WHEN WE TALK ABOUT UNRESOLVED PTA PROJECTS, SO I'M SORT OF THINKING ABOUT EIR AND THEN THE TIMING OF IT IS THAT RPG 2.0 EIR DOES, IS THAT ESSENTIALLY THE NEXT BATCH STUDY OR IS THAT HAPPENS BEFORE THE NEXT BATCH STUDY? WHAT'S THE TIMING LOOK LIKE? I GUESS THAT'S DEPENDENT ON HOW BIG THE PROBLEM IS. 
          UM, BUT I THINK THAT WOULD BE KIND OF SEPARATE AND THAT WORK IS BEING DONE. 
          IT COULD BE DONE BEFORE THE NEXT BATCH STUDY IS COMPLETED AND THEN IT, DEPENDING ON WHERE IT IS AND THE SEQUENCE COULD FEED THAT RESOLUTION, CAN FEED BACK INTO THE, THE BATCH THAT'S ONGOING SO THAT THAT LATEST, UM, SET OF OPTIONS IS INCLUDED. 
          YEAH, THAT'S EXACTLY WHAT I WAS THINKING THAT HOW WOULD YOU RECONCILE IN THE NEXT BATCH? I THINK IT'D BE THERE A LOT OF VALUE IN GETTING IT DONE BEFORE THE NEXT BATCH BEGINS. 
          UM, THEN SLIDE 77, JUST FOLLOWING UP ON SHANNON'S QUESTION. 
          SO THE WAY I READ THE SLIDE IS IT SAYS THAT THERE WOULD BE NO PATHWAY FOR A RELIABILITY PROJECT TO BE PROCESSED THROUGH RPG, EVEN IF IT'S TIER THREE. 
          IS THAT THE RIGHT WAY TO READ THIS? OR ARE WE SAYING THAT WE CAN PURSUE A TIER THREE RELI RELIABILITY PROJECT THROUGH R-P-G-R-P-G RPG 2.0? I THINK WE WOULD, THIS IS WHERE WE'LL NEED IN A FUTURE SESSION, WE'LL NEED TO FURTHER DEFINE LIKE WHAT THOSE MATERIALITY THRESHOLDS ARE. 
          UM, 
          [04:10:02]
'CAUSE WE'VE KIND OF LUMPED A LOT OF MEAT BEHIND SINGLE WORDS HERE TO TRY TO HAVE A GROUPING ON THIS SLIDE. 
          AND I'M, I'M SURE THERE ARE EXAMPLES OF RELIABILITY PROJECTS THAT AREN'T FOR A NEW LARGE LOAD THAT MAKES SENSE FOR MOVING FORWARD THAT WOULDN'T HAVE COME UP, UM, MAYBE IN OUR CTP REVIEW, MATT. 
          YEAH. 
          AND JUST FOR CLARITY, I'M SPECIFICALLY TALKING ABOUT MEDIUM LOADS DRIVEN RELIABILITY RPG PROJECTS. 
          HOW WILL WE PROCESS THOSE? BECAUSE I HEAR YOU ALL THAT YOU ARE GONNA CAPTURE MEDIUM LOADS IN THIS PROCESS, BUT THAT'S ONCE A YEAR, BUT THE TSPS ARE SEEING THOSE REQUESTS EVERY DAY. 
          SO IF WE IDENTIFY A PROJECT IN SIX MONTHS FROM YOU BEGIN, HOW DO WE PROCESS THOSE RPG PROJECTS DIFFERENT? YEAH, I THINK, I THINK THAT'S, UH, THAT'S A GOOD DISCUSSION FOR THE WORKSHOP OR THE NEXT, UH, PHASE OF THIS, UH, DISCUSSIONS. 
          SO WE, WE HAVE THOUGHT ABOUT IT AND UH, WE ARE HAVING INTERNAL DISCUSSION BUT UM, YEAH, THESE ARE THE FEEDBACKS WE NEED TO CAPTURE ON THE NEXT DISCUSSION, I GUESS. 
          YEAH, SO BACK TO CHRISTIE'S, SHE DIDN'T READ THROUGH ALL THE SLIDES. 
          WE ASKED A LOT OF QUESTIONS ABOUT WHERE DO TIER THREE AND TIER FOUR LIVE AND SO WE STRIPPED IT OUT. 
          SO INTERNALLY WE'VE HAD TIER THREE, TIER FOUR IN THE RPG 2.0. 
          IT'S LIKE THAT SEEMS TO BE LOGICAL, BUT THEN AT THE SAME TIME WE HAD A LOT OF SUPPORT IN THE SURVEY THAT SAID LET'S REVISIT THESE TIERS AND THEY SERVING US WELL. 
          SO YES, WE THINK SMALL THINGS SHOULD GO THROUGH A SMALLER PROCESS TO GET THROUGH FASTER. 
          WE AGREE. 
          NOW WHEN YOU SAY MEDIUM LOWS OR SAY WHAT ABOUT THESE, I DON'T KNOW THAT WE'VE NAILED ALL THOSE DOWN YET 'CAUSE WE'RE WILLING TO REVISIT THE CRITERIA, BUT IT IS ABOUT THAT THING. 
          SO WE'RE INTERESTED IN PRESSING INTO THOSE DETAILS. 
          AND IF WE KEEP IT ALL THE WAY IT IS AND IT'S TIER ONE THROUGH FOUR LIKE IT IS, THAT'S OKAY TOO, BUT WE JUST WANNA REVISIT IT. 
          YOU KNOW, ANOTHER THING THAT MATT AND I WERE ALSO TALKING ABOUT WAS WHETHER OR NOT WE NEEDED A WHOLE SECTION ON TODAY'S AGENDA ABOUT MEDIUM SIZED LOADS. 
          UM, BUT WE WEREN'T REALLY READY TO TO FRAME THAT UP. 
          AND SO I THINK THAT NEEDS TO BE A DEDICATED AGENDA ITEM IN PROBABLY OUR NEXT SESSION ABOUT DO WE WANNA SET UP REGISTRATION CRITERIA? DO WE WANNA HAVE TIMELINE, YOU KNOW, WHAT TYPE OF SCENARIOS DO WE WANNA SET UP FOR PROCESSING MEDIUM LOADS? AND SOME I MAY ADD SOMETHING. 
          SO I THINK THIS IS STILL, YOU KNOW, GOING BACK TO CHRISTIE'S POINT IS WE WANTED TO HAVE A WELL DEFINED RPG PROJECTS LIKE, YOU KNOW, INPUT POINTS AND EXIT POINTS, LIKE, YOU KNOW, NOT LIKE TODAY, ANY PROJECTS CAN BE SUBMITTED AT ANY TIME. 
          WE'RE WE'RE, WE'RE THINKING TOWARDS HAVING A STRUCTURED, MAYBE IT'S A BIANNUAL STUDY OR WE'LL WE'LL HAVE THOSE DISCUSSIONS, BUT IT'S GOING TO BE, IF YOU'RE GONNA PROCESS ALL THOSE PROJECTS, THEY HAVE TO BE SUBMITTED IN A PARTICULAR RPG 2.0 CYCLE. 
          THANK YOU. 
          ALRIGHT, ANYTHING ELSE? HARSH? THAT WAS IT. 
          OKAY, EXCELLENT. 
          UH, BOB, WHAT YOU YOU CAN SKIP ME GOING TO BILL. 
          ALRIGHT, BILL LEVIS. 
          UM, SO I REALLY KNOW THE STRUGGLES OF WHAT YOU'RE GOING THROUGH, SO, UM, I'M NOT GONNA, UM, SUGGEST THAT, UH, THIS ISN'T A HARD PROBLEM. 
          ONE OF THE THINGS THAT I WOULD LIKE TO SEE IF MAYBE OTHERS FEEL THE SAME WAY IS AT LEAST THE LAST, I DON'T KNOW, DECADE THAT I'VE BEEN AROUND, UM, THE NUMBER OF GENERIC TRANSMISSION CONSTRAINTS HAS ONLY GOTTEN LARGER AND LARGER AND THE DIFFICULTIES IN CONNECTING GENERATION HAS GOTTEN MORE CHALLENGING BECAUSE OF ALL THE SSR ISSUES. 
          SO IF WE'RE TALKING ABOUT A NEW PLANNING PROCESS, GETTING RID OF THESE GTCS AND GETTING, UM, SOME OF THE SSO AND SSR ISSUES ADDRESSED IN THE NEW FUTURE PLANNING WILL JUST REAP A LOT OF BENEFITS. 
          SO, UH, I DON'T KNOW WHERE THAT STACKS IN THIS, BUT IT WOULD BE NICE IF THESE COULD BE PRIORITIES TO BE TAKEN CARE OF TOO. 
          ALRIGHT, THANK BILL, BILL BARNS QUESTION ON SLIDE 75, AND THIS IS A RECURRING TOPIC THAT I'VE BROUGHT UP A FEW TIMES AND I KEEP THINKING ABOUT THE SITUATION WHERE YOU HAVE A, UH, EITHER A WL PUN OR A CO-LOCATION SITUATION WHERE YOU'VE GOT A, A COMBINED CYCLE PLANT THAT HAS A CO-LOCATED LOAD THAT THE GENERATION EXCEEDS THE SIZE OF THE LOAD. 
          AND, UM, WHEN I LOOK AT THIS, YOU'RE REALLY REPEATING THE EXACT SAME STUDIES THAT HAPPENS THROUGH THE GI NR PROCESS. 
          AND IF THE LOAD IS NO GR 2 82 COMPLIANT, IT, I I IT IS NOT CLICKING TO ME WHY THE LOAD WOULD HAVE TO GO THROUGH A BATCH STUDY IF, UH, THOSE, ALL THAT CRITERIA IS MET. 
          SO YOU'VE GOT A LARGE LOAD 
          [04:15:01]
CO-LOCATED WITH A-A-C-C-G-T THAT'S LARGER OVERSIZED THAN THE LOAD. 
          THE, THE STABILITY STUDY THAT WILL BE DONE BY THE TSP SHOWS THAT THERE IS NO SYSTEM UPGRADES NEEDED. 
          IF THAT'S TRUE, WHAT IS THE BATCH STUDY DOING THAT'S DIFFERENT THAT, THAT THAT PART IS, I'M STILL NOT UNDERSTANDING WHY, UM, THAT PROJECT WOULD, IT'S SEEMS LIKE IT'S JUST REPEATING EVERYTHING. 
          SO JUST SOMETHING TO THINK ABOUT. 
          I WAS WONDERING THAT BILL, ARE YOU TALKING ABOUT THE BYOG ENHANCEMENT OPTION THAT WE WERE TALKING ABOUT EARLIER? UH, RELATED. 
          RELATED, YEAH. 
          OKAY. 
          AND I KNOW, I THINK WE'RE OPEN TO THAT IDEA, BUT THERE'S NO OH, OKAY. 
          THERE, THERE, THERE'S NO RULES AROUND THAT RIGHT NOW. 
          YEAH. 
          OKAY. 
          SO THAT'S, YOU, WE GOTTA GO THROUGH THAT PROCESS OF STILL THINKING ABOUT IT THEN. 
          YEAH. 
          HOW, HOW DO WE DEFINE THAT PROCESS? OKAY, GREAT. 
          THANK YOU. 
          ALRIGHT. 
          UM, SORRY SHANNON, TWO QUICK THINGS THAT, UH, COME UP SINCE MY LAST SET OF COMMENTS. 
          UH, BOTH CHRISTIE AND I THINK BU MENTIONED STILL TRYING TO DEFINE WHAT THE NEW RULES NEED TO LOOK LIKE, UH, OR THRESHOLDS NEED TO LOOK LIKE. 
          I WOULD CHALLENGE YOU ON THE TIER THREE, TIER FOUR, UNLESS THERE'S LIKE A STAKEHOLDER AGREEMENT ON CHANGING THOSE. 
          YOU'VE WORKED SO HARD. 
          WE'VE WORKED FOR YEARS TO GET THOSE TOGETHER AND WE STARTED OUT WITH SOMETHING THAT'S MORE LIKE YOU'RE PROPOSING ORIGINALLY WHEN RPG CAME ALONG, THERE WEREN'T TIER THREE IN TIER FOUR AND WE WOUND UP WITH ERCOT SPENDING LOTS OF TIME AND RESOURCES STUDYING A SEVERAL HUNDRED THOUSAND DOLLARS PROJECT OR A MILLION DOLLAR PROJECT. 
          DO NOT LET US REPEAT THAT MISTAKE AGAIN. 
          KEEP THOSE THERE AND ALLOW TSPS TO MOVE THINGS ALONG. 
          SO THAT'D BE ONE THING AND THE OTHER AVOID THE DESIRE TO MAKE IT TO WHERE EVERYTHING HAS TO BE IN THIS ONE ONCE A YEAR THING BECAUSE OTHERWISE YOU'VE INTRODUCED SO MUCH INEFFICIENCY AND THIS IS KIND OF WHERE THE TIER THREE AND TIER FOUR STILL FIT IN. 
          ALLOW TSPS TO BE DOING WORK DURING THE YEAR PROPOSING IT TO YOU AND HAVE A PATH FOR IT TO MOVE ALONG IF IT'S NOT SPECIFICALLY TIED TO ONE OF THESE LARGE LOADS WHERE YOU'VE GOT THE BATCH PROCESS. 
          AND LASTLY, BILL'S POINT AB JUST, THERE'S A DESIRE TO HAVE ALL LOAD GO THROUGH THIS THING, ALL LARGE LOAD, BUT TO THE DEGREE IT'S A-B-Y-O-G ONE, YOU'RE FRUST YOU'LL BE FRUSTRATING THE GOVERNOR'S OWN THING HE'S TRYING TO SEE US ACCOMPLISH OF BRING YOUR OWN GENERATION, BRING, YOU KNOW, THE LOAD, BRING THE GENERATION. 
          IF YOU TAKE AWAY OR YOU CREATE INEFFICIENCY BY NOT LETTING IT WORK ON ITS OWN TIMELINE AS AN, UM, A GEN INTERCONNECT BECAUSE IT'S A NET INJECTOR, SO MUCH WILL COME MORE EFFICIENTLY AND QUICKER IF WE DON'T HAVE BARRIERS TO THAT HAPPENING, EVEN THOUGH THERE'S A DESIRE, HEY, I WANNA FIT IT ALL IN THIS BATCH THING AND I'M GONNA MAKE THAT GO THROUGH IT AS WELL. 
          JUST KEEP THAT IN MIND. 
          ALRIGHT, THANKS SHANNON. 
          ALL RIGHT. 
          THAT'S THE END OF THE QUEUE AT THIS POINT. 
          YEAH, SO THAT PRETTY MUCH, WOW, THAT'S QUICKER THAN THE THOUGHT. 
          SO LEMME JUST SAY THIS, UM, LEMME JUST, UH, I'LL JUST POINT IF IF IT DOESN'T HIT YOU NOW, IT'LL HIT YOU AT SOME POINT. 
          THE RISK THAT WE'VE DONE BY COMBINING THESE, IT'S NOT A, IT'S NOT AN UNMANAGEABLE RISK, IT'S THE IDEA THAT WE COMBINE EVERYTHING. 
          WE STUDY SOMETHING FROM THE BATCH AND THE NERC SIDE OF THE HOUSE AND THEN THAT'S THE COMMITMENT PERIOD OCCURS AFTERWARDS. 
          AND THEN THERE'S THE FALLOUT RISK. 
          SO LIKE CHRISTIE SAID, WE DON'T HAVE A, A HISTORY IS THAT A 10% DROPOUT RISK OR A 75% DROPOUT RISK? AND DEPENDING ON HOW BIG THAT DROPOUT RISK, THAT REFINEMENT PERIOD MAY BE JUST A LITTLE BIT OF TWEAKING OR IT MAY BE A BIG BODY OF WORK. 
          WE'RE WE'RE AIRING ON, SORRY, WE'RE, WE'RE TURNING THE RISK GAUGE TO SAYING LET'S ASSUME THAT WE'RE GONNA HAVE A PRETTY GOOD COM. 
          I'M SORRY, IT'S NOT EVEN THAT. 
          WE THINK IT'LL BE BEST THAT THE REFINEMENT PERIOD OCCURS AFTERWARDS, THAT THAT WORK CAN BE DONE IN A MORE SINGULARITY MODE RATHER THAN THIS BIG STUDY, BIG STUDY PUT 'EM ALL INTO ONE LARGE STUDY AND THEN A SMALLER STUDY AFTERWARDS IS OUR POINT OF VIEW OR OUR THOUGHTS. 
          AND THEN IT DOESN'T NECESSARILY HOLD YOU CAPTIVE FROM STARTING THE NEXT BATCH. 
          THAT WAS ONE OF THE PROBLEMS WITH OUR INITIAL PROPOSAL WAS YOU HAVE TO WAIT FOR ONE THING TO COMPLETE THEN ANOTHER THING TO COMPLETE. 
          SO I, I JUST WANT YOU, AS PEOPLE LOOK AT THIS, THAT QUESTION WILL BE ASKED. 
          SO I JUST WANT TO PUT THE QUESTION IN THE MIDDLE OF THE FLOOR SO EVERYONE UNDERSTANDS IT. 
          BUT WHEN YOU LOOK AT THIS, IT'S 
          [04:20:01]
ERCOT IS GONNA STUDY A SYSTEM THAT'S NEVER GONNA EXIST THE WAY IT WAS PROPOSED UNLESS THERE'S A HUNDRED PERCENT COMMITMENT. 
          SO WE THINK THAT'S OKAY BECAUSE WE'VE STUDIED A FEASIBLE SYSTEM THAT HOLDS MORE LOAD THAN COULD HAVE COME, BUT AFTER THE COMMITMENT WINDOW, THEN IT'S A REFINEMENT TO SHARPEN IT AND FINISH IT AND FEEDS IN THE NEXT BATCH. 
          SO WE'RE NEVER DRIFTING AWAY FROM REALITY AND WE CONTINUE TO RESET. 
          BUT I JUST WANTED TO CONNECT THE DOTS ON THAT PIECE THAT THAT'S A PARADIGM THAT MAY KIND OF TAKE SOME PEOPLE SOME TIME TO GET THEIR HEADS AROUND. 
          SO I WENT OFF SCRIPT ON THAT ONE, BUT I JUST WANTED TO PUT EVERY, I THINK OTHER PEOPLE SAID SAM SAID IT. 
          WELL LET'S CHALLENGE IT. 
          LET'S MAKE SURE WE'RE DOING THE RIGHT THING AND DON'T JUST ALL NOD POLITELY AND SAY THIS IS IT. 
          AND THEN WE END UP ASKING WHY DID WE DO WHAT WE DO? SO WE REALLY SAW THIS AS A WAY TO GET THROUGH IT WELL IN A SINGLE SET OF ENGINEERING ANALYSIS. 
          UM, SO I GUESS THE OTHER THING THAT I WOULD ADD, UM, I WANT TO GO BACK TO SOMETHING SHANNON SAID EARLIER THIS MORNING AS WELL, THAT MODEL PREP AND CORE BUILD, UH, CORE MODEL BUILD, DON'T DISCOUNT THE AMOUNT OF EFFORT THAT GOES INTO THAT AS WELL. 
          SO AS WE SET UP TIMELINES FOR GETTING INTO THE NEXT BATCH, NOT EVERYBODY CAN SHOW UP ON DEADLINE DAY. 
          I MEAN THE SOONER THAT THINGS ARE GETTING IN, WE CAN START PROCESSING THAT INFORMATION. 
          UM, I CAN TELL YOU THE TEAM IS REALLY, YOU KNOW, WE GOT A LOT OF INFORMATION AT THE VERY END AS A PART OF THIS BATCH PROCESS AND WE'RE STILL WORKING THROUGH THE PROCESS TO BE ABLE TO GET YOU FEASIBLE MODELS OF CASES TO START PRELIMINARY TYPE UH, ANALYSIS. 
          AND SO THAT'S A HEAVY LIFT, SO I WANNA ITERATE THAT AS WELL. 
          ALRIGHT, NED. 
          WELL ON THE THEME OF CHALLENGING, UH, CHALLENGING ASSUMPTIONS TO, YOU KNOW, KEEP FOCUSED ON, YOU KNOW, THE RIGHT OUTCOMES AND THE, AND THE RIGHT THINGS, NOT JUST TAKING THINGS AS THEY ARE. 
          UM, AND YOU KNOW, THE VALUE OF LOCATING LOADS WITH, WITH GENERATION, UM, THAT ARE BRINGING TO THEIR OWN GENERATION. 
          I WOULD BE REMISS IF I DIDN'T POINT OUT THAT CO-LOCATING WITH EXISTING GENERATORS ALSO IS GONNA HAVE A LOWER TRANSMISSION IMPACT AND YOU, THEY, THOSE LOADS ARE SUPPORTING GENERATORS THAT THEY ARE, THAT ARE NOT OTHERWISE NECESSARILY BEING SUPPORTED BY THE SYSTEM. 
          SO, YOU KNOW, THAT IS ALSO CONSISTENT WITH THE, UH, THE POLICY DIRECTIVES THAT WE'RE ALL TRYING TO WORK UNDER. 
          SO, UM, WHEN WE'RE, WHEN WE'RE TALKING ABOUT THAT, I, I WANT TO KEEP CO-LOCATION WITH EXISTING IN THE, UH, IN THE DISCUSSION. 
          THANKS. 
          VERY GOOD. 
          SHANNON. 
          PICKING BACK UP ON UH, CHRISTIE'S REFERENCE TO MY EARLIER COMMENT, UH, THIS MORNING ABOUT THE NOT SHOWING UP AT DEADLINE DAY. 
          IF I WERE IN YOUR SHOES AND IN THE TSP SHOES, I'D BE THINKING IF I DON'T COLLECT THE 50,000 MEGAWATT ON DAY ONE, EVERYBODY'S GONNA I'LL, I'LL BE OVERWHELMED WITH TOO MANY UH, REQUESTS. 
          YOU KNOW, IT'LL BE NO IMPROVEMENT OVER WHAT WE'VE GOT TODAY. 
          YOU KNOW, RELATIVE TO THE INTERMEDIATE STUDY I WOULD CHALLENGE YOU THAT ISN'T EVEN REMOTELY THE CASE. 
          YOU DID NOT HAVE 58 4 81, YOU KNOW, WHEN THIS THING STARTED TWO OR THREE YEARS AGO. 
          EVERYBODY KNOWS WITH CLARITY AND CERTAINTY TODAY THERE IS 50,000 A MEGAWATT COMING IT, IT HAS TO BE POSTED AND IF YOU'RE WASTING ANY TIME ON SOMETHING THAT YOU'RE NOT GONNA BE PREPARED TO GET THERE, YOU'RE JUST WASTING YOUR TIME AND EVERYBODY ELSE'S. 
          NO, THERE'S NO MONEY DEVELOPMENT MONEY THAT'S AVAILABLE FOR THAT TYPE OF THING. 
          UH, SO I THINK THE SIMPLEST WAY TO KEEP PEOPLE FROM SHOWING UP ON DEADLINE DAY IS THE INTERMEDIATE AGREEMENT TO GET STARTED ON IT. 
          YOU'VE GOT TO POST YOUR STUDY MONEY AND MAYBE BEFORE IT'S ACTUALLY SIGNED YOU HAVE TO UH, PUT UP THE 50,000 MEGAWATT BUT THERE'S NO REASON THAT CAN'T BE RIGHT BEFORE YOU GO INTO BATCH AND ALL OF THE WORK HAS BEEN DONE OVER A REASONABLE AMOUNT OF TIME. 
          IT'S WORKING WITH YOUR TSP AND WORKING WITH ERCOT TO GET THAT LARGE LOAD SET UP AND READY FOR BATCH ONE. 
          I MEAN AS WE SIT HERE TODAY, WE'VE GOT PROJECTS THAT'LL GO INTO BATCH ONE OTHER THAN ONCE I GET PAST THE RFIS AND UH, COMMUNITY IMPACT SURVEYS, I THINK IT'S SOMETHING WE REALLY WANNA BE WORKING WITH THE TSP AND THEN THEM WORKING WITH Y'ALL TO START GETTING THAT READY. 
          SO THAT'S THE SINGLE LARGEST THING YOU, THE LEVER YOU CAN PULL TO AVOID THAT IS RESISTING THE, I'VE GOTTA HAVE 50,000 MEGAWATT JUST UH, FILE THIS INTERCONNECT REQUEST. 
          OTHERWISE THE CARING COST OF THIS MONEY AT THIS STAGE IS SO HIGH YOU'LL PUSH EVERYBODY TO THE LAST MINUTE. 
          INTERESTING. 
          ALRIGHT. 
          OKAY. 
          AND WE HAD A QUESTION IN THE QUEUE HERE IS TYPED IN, UM, THERE IS NOT CLEAR GUIDANCE ON HOW ERCOT TREATS PROJECTS 
          [04:25:01]
THAT ARE DRIVEN BY UM, SSO SUB OSCILLATION, UH, AND SSCI RELATED ISSUES. 
          COULD ERCOT CLARIFY HOW THESE TYPES OF PROJECTS WILL BE EVALUATED AND CATEGORIZED? THINKING IS, DEPENDING ON THE NEW CLASSIFICATION AND WHERE IT FALLS, WE WILL HAVE TO THINK LIKE, YOU KNOW, WHETHER WE PROCESS THAT AS A TIER THREE PROJECT OR IF THAT IS SOMETHING THAT CAN BE CAPTURED IN THE STABILITY STUDIES OR FROM PREVIOUS UH, STUDIES, WE COULD ROLL IT INTO CTP. 
          SO I THINK STILL THE OPTIONS ARE OPEN. 
          WE WILL HAVE TO HAVE A SEPARATE DISCUSSION ON THAT. 
          ALRIGHT, ANY OTHER QUESTIONS? ALRIGHT, 
          [7. Discuss format and timing options for next meeting(s)]
LEMME SWITCH SPOTS AND THEN WE'LL WRAP UP. 
          I DID PUT IN THE CHAT A COUPLE DATES IF YOU WANNA LOOK AT THOSE REAL QUICK. 
          HOLD ON. 
          I CAN DRIVE FOR YOU MATT IF YOU WANNA SIT. 
          THANK YOU. 
          WHAT'S THAT? ARE WE WORKING ON THIS? WELL THERE'S NO VOTE. 
          I'M PROPOSING THIS. 
          I WANNA READ THE ROOM. 
          SO THERE'S A PLANNING, THERE'S ROOM ON THE ERCOT CALENDAR FOR MONDAY OCTOBER 12TH. 
          SO THAT'S A GOOD DAY. 
          PROBABLY IS HERE, OTHERS ARE HERE LIKE ON THE ERCOT SIDE THAT'S WHEN WE CAN SUPPORT AND IT'S NOT THE FOLLOWING WEEK, WHICH IS JUST A MAD HOUSE, BUT THAT'S WHERE WE HAVE THE ROOM AND WE COULD BE HERE AND THEN A BATCH FOCUS SESSION ON FRIDAY, OCTOBER 16TH. 
          THAT'S THE DAY AFTER LLWG BOB. 
          SO IF YOU WANTED MAKE LLWG PART OF THAT BATCH DAY, WE COULD USE PART OF THE AFTERNOON FOR THAT ONE. 
          BUT IT SEEMS LIKE THIS GROUP LIKES TO TALK ABOUT BATCH. 
          WE COULD PROBABLY EAT UP A GOOD DAY ON IT. 
          I JUST DON'T WANNA BURN ANOTHER FRIDAY ON THE CALENDAR FOR PEOPLE TO TRAVEL EITHER. 
          SO FOR NOW I CAN KEEP IT AS FRIDAY, JUST HAVE THE PLACEHOLDER AND IF PEOPLE WANNA ROLL IT IN, I'D BE WILLING TO HEAR FROM THE AUDIENCE. 
          I THINK IT'S PRIMARILY THE SAME GROUP. 
          IF WE CAN FIT IT ALL IN ON THURSDAY, I THINK THAT'D BE GREAT. 
          YEP. 
          GETTING A LOT OF HEAD NODS. 
          PEOPLE DON'T WANT TO COME TO AUSTIN TWICE. 
          I GET THE MESSAGE, WE'LL DO IT ON THURSDAY, WE'LL FIGURE OUT HOW TO MAKE IT HAPPEN. 
          OKAY, THANK YOU. 
          SO SHOOT FOR THURSDAY. 
          SORRY SOMEONE JUST POINTED OUT IT'S COLUMBUS DAY ON MONDAY. 
          SORRY MARTHA, GO AHEAD. 
          HEY THANKS. 
          MARTHA S WITH ENCORE. 
          SO IS IT THE CONCEPT TO HAVE ONE MEETING ON THE 12TH FOR PLANNING AND THEN A SEPARATE ONE ON THURSDAY FOR BATCH? YES. 
          YEAH, I GET THAT SOUNDS FINE. 
          I GUESS I WOULD JUST SAY THAT THE ONE ON THE 12TH IS ACTUALLY LESS THAN THREE WEEKS AWAY FROM TODAY. 
          RELEASE ABOUT TWO AND A HALF WEEKS AWAY. 
          YEP. 
          AND I THINK FOR THE PLANNING PART, THE EARLIER WE HAVE LIKE DISCUSSION PROMPTS AND MATERIALS, THE BETTER PREPARED WE CAN BE FOR A DISCUSSION. 
          I THINK I, I RECOGNIZE THE CHALLENGE THAT Y'ALL ARE UNDER IN GETTING MATERIALS POSTED FOR THESE WORKSHOPS, BUT YOU KNOW, I THINK FROM OUR SIDE IT'S HARD FOR US TO BRING MEANINGFUL FEEDBACK WHEN WE HAVEN'T HAD TIME TO DISCUSS THE CONTENT INTERNALLY FIRST. 
          SO I WOULD JUST SAY IF YOU KEEP THAT, MAYBE JUST LOOK AT HOW DO YOU GET STUFF TO US AHEAD OF TIME IN A WAY THAT WE CAN HAVE A MEANINGFUL DISCUSSION THAT DAY. 
          MAYBE EVEN BY MOVING TO FRIDAY WOULD BE A BETTER CADENCE. 
          IF SO WE MOVE TO OCTOBER 16TH AS A FRIDAY AND THEN THURSDAY WOULD BE THE LL WG SLASH BATCH FUND. 
          SO IT COULD STILL BE KIND OF A BACK TO BACK. 
          DOES THAT WORK FOR PEOPLE? YEAH. 
          OKAY. 
          CHRISTIE'S NOT AVAILABLE. 
          CHRISTIE'S NOT AVAILABLE. 
          THAT'S WHAT IT WAS. 
          OKAY. 
          ALL RIGHT. 
          BUT IF THAT WORKS FOR THE GROUP , SHE'S, I DON'T HAVE TO BE HERE. 
          , BIG SMILE ON THE FACE. 
          I TOLD YOU I COULDN'T BE HERE AND YOU STILL DID IT. 
          GREAT. 
          OKAY. 
          UM, OKAY, WELL I DON'T WANT TO PUT IN COLUMBUS DAY. 
          THAT MAY BE A HOLIDAY FOR QUITE A FEW FOLKS. 
          SO WHY DON'T WE PENCIL IN I THE TERM THURSDAY, FRIDAY. 
          I GUESS THE, THE OTHER ALTERNATIVE, I THINK WE WERE LOOKING AT WHAT PLWG MAY BE SHORTER MAYBE CANCELED ON THE 20TH IS WHAT WE HEARD. 
          I KNOW PROBABLY WON'T BE HERE BUT HE'S SMILING NOW. 
          YEAH, SO, SO THAT'S ANOTHER OPTION IS WHETHER WE CARPOOL WITH THE PLWG, IF THERE'S A LIGHT AGENDA, ALL THE, EVERYONE'S HERE, THERE'S A GOOD CHANCE . 
          OKAY. 
          DO YOU GUYS HAVE A PREFERENCE FOR A FRIDAY MEETING VERSUS A TUESDAY? TUESDAY. 
          TUESDAY BETTER. 
          ALRIGHT AND THEN WHAT'S THAT? YEAH, AND THEN EVERYONE'S HERE. 
          OKAY, WELL TELL, I'LL STILL LET IT SETTLE OUT. 
          I'LL EMAIL IT AROUND IF THERE'S ANY BIG CONFLICT. 
          SO AGAIN, THE EXPLODERS I'M USING, I HOPE THAT IT'S NOT TOO RUDE AS TAC R OS LL WGS ALWAYS IN ONE BLAST. 
          SO IF THAT'S STILL WORKING FOR PEOPLE, I'LL USE THAT AS A, UNLESS WE HEAR OTHERWISE, THIS IS WHAT WE'LL GO WITH. 
          BUT OTHERWISE WE'RE GONNA GO WITH THURSDAY FOR THE BATCH THURSDAY. 
          THIS IS, I MEAN LET'S, THIS IS WHERE I GET IN TROUBLE. 
          UNDERSTOOD. 
          AFTER LLWG, THURSDAY AFTER LLWG OR WHATEVER THAT LOOKS LIKE. 
          AND THAT'S OCTOBER 15TH. 
          OCTOBER 15TH, THURSDAY, THURSDAY, OCTOBER 15TH. 
          AND THEN THE PLANNING SIDE WOULD BE ON TUESDAY, 
          [04:30:01]
OCTOBER 20TH, WHICH WAS THE OLD PLWG SPOT OR CARPOOLING WITH PLWG. 
          OKAY, NOW I'M GONNA LOOK AT THE QUEUE FOR YES, THAT'S WHAT I WAS THINKING. 
          YEAH. 
          THAT RPGS THERE. 
          YEAH. 
          YEAH. 
          SO THE QUESTION WAS WHETHER OR NOT FOUR HOURS WOULD BE ENOUGH JUST TO MAKE SURE BOTH MEETINGS COULD FIT TOGETHER WITH RPG AND I THINK EVERYONE'S SAYING YES. 
          DOES IT SOUND GOOD BUT YOU DON'T CARE? YES. 
          YEAH. 
          ALRIGHT. 
          IT'D BE A LONG DAY. 
          IT'D BE BETTER TO HAVE ONE LONG DAY THAN YET ANOTHER MEETING DAY IT WEBEX. 
          EXCELLENT. 
          YEAH, I'LL SEE IF I CAN FIND A ROOM ONLY TAKE IT ON TUESDAY. 
          YES. 
          THAT'S A  MEETING. 
          THAT'S WHY WE HAVE TO GO BY. 
          THAT'S WHY. 
          THANK YOU. 
          MONICA. 
          DO YOU GUYS LIKE TAYLOR? I LIKE DO Y'ALL LIKE COMING TO TAYLOR? YEAH, WE COULD FEED Y'ALL. 
          YOU WANT TO? OH YEAH. 
          OKAY. 
          . 
          SORRY. 
          JEFF WILL PAY FOR IT. 
          YEAH. 
          OKAY. 
          IT'S NOT YOUR MEETING. 
          SORRY. 
          CHRIS WILL PAY FOR IT. 
          OKAY. 
          SO LET'S, LET'S GO BACK TO, SO WE'RE THINKING TUESDAY POSSIBLY TAYLOR ON THE 20TH. 
          THAT'D BE SO FUN. 
          ALL RIGHT, LET'S SEE IF WE MAKE THAT HAPPEN. 
          ALRIGHT. 
          I SHOULD PROBABLY CHECK WITH FACILITIES BEFORE I DO THINGS LIKE THIS. 
          . 
          ALL RIGHT, YOU'RE SEEING MY UNDERBELLY NOW. 
          ALL RIGHT. 
          UM, SO CHRISTY, IF YOU CAN GO DOWN AND ONE OTHER THING, SORRY, I, WE CAN END ON A GOOD FEELING OR I COULD SCREW IT UP. 
          SO I'M GONNA SCREW IT UP. 
          ONE THING THAT WE GLOSSED OVER AND I, WHAT CHRISTY SAID MADE ME THINK OF IT, SHE TALKED ABOUT A ONE AND DONE PO. 
          SHE DIDN'T SAY ONE AND DONE STARTING THIS WHOLE STUDY PROCESS WITH A SINGLE SET OF 17 SOLVED CASES POSTED, POLISHED AND SHINY THAT WE PUT OUT THERE. 
          AND THEN THE REST OF, AND THERE'S STILL SOME OTHER ONES THAT ARE DONE, BUT I HAVE PROTOCOLS, BUT ERCOT WOULD LIKE TO, AND IN THE SURVEY IT WAS ONE THAT WE ASKED IF OTHER CASES ARE NEEDED. 
          IS IT OKAY? WHAT DO YOU THINK OF ERCOT POSTING RAW FILES AND SUPPLEMENTAL NETWORK FILES SO PEOPLE CAN ASSEMBLE THEIR OWN CASE. 
          SO IF THEY WANT THE HIGH WIND LOW LOAD ON AUGUST 8TH OF 20, WHATEVER, THEY CAN TAKE A MODEL OR REFERENCE SOMETHING ELSE AND THEN CHANGE THE INPUTS AND OUTPUTS TO GET WHAT THEY NEED. 
          UH, THAT SELF-SERVE MODEL IS WHAT WILL RELIEVE ERCOT AND THE TSPS OF A LOT OF ONE-OFFS. 
          UM, AND WE REALIZED THERE'S ALWAYS GONNA BE AN AN, WHAT DO YOU CALL, AN INFINITE COMBINATION OF MODELS. 
          AND SO THIS SEEMS LIKE ONE OF THOSE PIVOTAL POINTS WHERE WE CAN START TO TEACH PEOPLE HOW TO FISH IF THEY WANT TO ASSEMBLE THEIR OWN. 
          BUT WE'LL BE TRANSPARENT AND PROVIDE ALL THE UNDERLYING DATA. 
          WE JUST DON'T HAVE TO SOLVE THE CASE OVER AND OVER AGAIN AS THAT LIST GETS LONGER. 
          SO, UM, I JUST WANTED TO, IT SOUNDED LIKE PEOPLE WERE ON BOARD WITH THAT. 
          WE HAVEN'T REACHED OUT TO THE PEOPLE SAID, PLEASE, NO, DON'T DO THAT. 
          SO WE DON'T KNOW WHO THE, WHO SUFFERS FROM THAT DECISION, BUT THAT'S REALLY A PLACE ERCOT WOULD LIKE TO GET TO. 
          SO JUST WANTED TO KEEP THAT CONVERSATION ON RADAR, NOT GLOSS OVER IT TODAY. 
          SO MATT, YES. 
          ERCOT WOULD PROVIDE ALL THE DISPATCH FILES. 
          WELL WHAT ARE THE FILES WE LOST ERIC MEYER. 
          SO THIS IS, UH, THIS IS JOEL KOEPKE. 
          ERIC MEYER SAYING IT'S ONE THING TO PULL THE NETWORK MODEL AND THEN FOR PEOPLE AND SAY HERE'S A MEDIUM LOAD, HERE'S, YOU KNOW, THESE DIFFERENT INPUTS, THOSE SUPPLEMENTAL FILES, IT'S, THEY WOULD BE WILLING TO PROVIDE A LIBRARY OUT THERE. 
          ALL THE WORK IS WHEN SOMEBODY HAS TO GO IN AND SOLVE THE CASE BEFORE IT GETS PUBLISHED. 
          SO A CONVERGED SOLVE CASE. 
          AND SO IT'S THE IDEA OF PUTTING TOPOLOGY OUT THERE, SOME DIFFERENT LOAD PROFILES OUT THERE OR LOADINGS, DIFFERENT GENS AND THEN SAY GO DO YOUR THING. 
          SO YOU USE TECHNICAL TERMS AND I'LL LET OTHER PEOPLE IN THE ROOM FILL IN THE OUT. 
          SO BASICALLY YOU WOULD PROVIDE ALL THE FILES TO CREATE A CASE. 
          IT'S JUST THE TSB HAS TO SOLVE THE CASE. 
          YES. 
          OKAY. 
          THANK YOU. 
          I THINK THAT'S WHAT WE'RE SAYING. 
          SO  IT WAS SOMETHING LIKE THAT. 
          IT IT, YOU LOST ME AT CREATE A CASE. 
          I KNOW THE NETWORK MODEL YES. 
          IN THE SUPPLEMENTAL FILE. 
          SO I DON'T KNOW WHEN IT BECOMES A CASE. 
          YEAH. 
          SO BASICALLY YOU'LL PROVIDE THE SEED CASE, YOU'LL PROVIDE ALL THE ITEMS AND EVERYTHING TO, TO ADD ONTO THE CASE. 
          YES. 
          YES. 
          AND THEN WE CAN CREATE A CUSTOM CASE BASED ON WHATEVER DISPATCH AND WHATEVER LOAD WE WANT. 
          YES. 
          AND SOLVE IT. 
          YES. 
          YES, YES. 
          THANK YOU. 
          THAT IS WHAT I'VE HEARD DESCRIBED AND I'M STANDING ON THIN ICE, BUT NO ONE'S SHOOTING ME. 
          SO WE LOST SOME OF THE KEY. 
          ERIC MYERS IS WHO I SHOULD HAVE HAD THIS CONVERSATION, UH, IN THE ROOM. 
          BUT ERIC, I WOULD LIKE, CAN YOU CLARIFY THAT IN A FUTURE ONE JUST YEP. 
          SO THAT WE DON'T LEAD YOU ASTRAY. 
          YEP. 
          SO WE'LL CONFIRM THAT THE NEXT MEETING 'CAUSE THAT WAS JUST MATT. 
          MATT, IS THIS SOMETHING WE SHOULD BEPS TSPS, ARE WE SURE WHAT TSPS WILL GET THIS? NO, THIS IS FOR EVERYBODY. 
          THIS IS THE PUBLIC, THIS IS FEEDING THE PUBLIC. 
          THIS IS WHERE ERCOT HAS TO PUBLISH, WORKS WITH THE TSPS AND PUBLISHES ALL THESE CASES. 
          [04:35:01]
AND THAT LIST KEEPS GETTING LONGER AND LONGER. 
          AND THIS IS PART OF OUR THING IS TO REVISIT, OPTIMIZE THIS. 
          SO IT WOULD BE THE PUBLIC ONES ALL OR ON MIS SECURE POSTINGS. 
          ALRIGHT, WELL THANK Y'ALL FOR THE NEW DATES. 
          KEEP UP. 
          SO I'LL SHOOT DOWN AN EMAIL, UM, PROBABLY TOMORROW FOR THE OCTOBER 15TH AND THE 20TH DATES. 
          UH, ANY LAST BUSINESS ITEMS? YES. 
          HARSH. 
          WHAT'S THE TIMELINE ON PUTTING OUT THE LANGUAGE IN BIGGER? OOH, WE, YOU KNOW, WE'RE TRYING TO GET TO PRINCIPLES REALLY RIGHT NOW. 
          SO I, CHRISTIE AND I ARE TRYING TO FIGURE THIS OUT. 
          WE WOULD LIKE TO GET TO, I DON'T WANNA PUT OUT LANGUAGE THAT NO ONE UNDERSTANDS. 
          I'D RATHER GET TO AN UNDERSTANDING OF PRINCIPLES AND THEN GET TO THE LANGUAGE. 
          WE HAVE AN INTERNAL GOAL OF NOVEMBER ONE, GETTING SOME DRAFT REVISION REQUEST LANGUAGE OUT THERE. 
          UM, THAT FEELS LIKE A TALL ORDER, BUT WE THINK WE COULD PROBABLY, IF WE START TO GET TO WHERE WE ARE ALL NODDING OUR HEADS ON THESE CONCEPTS, IT'S EASY TO GET TO A PEN TO PAPER AFTER THAT. 
          UM, BUT THAT'S OUR GOAL IS NOVEMBER 1ST. 
          ALRIGHT, ANY OTHER QUESTIONS? ALRIGHT. 
          ALRIGHT, THANK Y'ALL. 
          WE STAND ADJOURNED.
* 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.