* This transcript was created by voice-to-text technology. The transcript has not been edited for errors or omissions, it is for reference only and is not the official minutes of the meeting. [00:00:02] GENTLEMEN, IF I COULD GET YOU TO TAKE YOUR SEATS, PLEASE. THANK YOU. OKAY, WE'RE GONNA GO AHEAD AND GET STARTED WITH THE MEETING. I WILL GO THROUGH THE MEETING REMINDERS VERY QUICKLY. IF YOU ARE HERE TODAY IN THE MEETING ROOM, YOU CAN ENTER YOURSELF INTO THE CHAT, UH, IF YOU'VE LOGGED IN, OR YOU CAN HOLD UP YOUR CARD. AND JORDAN IS OVER HERE ON THE FAR RIGHT. HE CAN ENTER YOU IN. OBVIOUSLY, IF YOU'RE ON THE WEBEX, YOU'RE GOING TO ENTER YOURSELF INTO THE QUEUE. PLEASE WAIT FOR THE CHAIR TO RECOGNIZE YOU BEFORE YOU BEGIN SPEAKING. AND THEN THOSE OF YOU ON THE WEBEX, WHEN YOU ARE DOING THE BALLOTING PROCESS, OR WHEN WE'RE RUNNING THE BALLOT, PLEASE MAKE SURE YOU UNMUTE YOURSELF. SO THAT WILL HELP US BE A LITTLE MORE EFFICIENT WITH THE BALLOTS. AND THEN IF YOU'RE HERE IN PERSON, PLEASE MAKE SURE TO SIGN IN OUTSIDE THE MEETING DOOR SO THAT WE HAVE YOU CAPTURED AS BEING HERE IN PERSON. AND FINAL REMINDER, IF THE WEBEX ENDS FOR ANY REASON, GIVE US JUST A FEW MOMENTS AND IT SHOULD, UH, WE SHOULD RESTART THE WEBEX AND YOU SHOULD BE ABLE TO LOG IN WITH THE SAME MEETING DETAILS OR WE WILL SEND SOMETHING TO THE TAC LISTSERV. AND WITH THAT, CAITLIN, WE ARE READY TO BEGIN AND WE DO HAVE A QUORUM TODAY. OKAY. THANKS, SUSIE. SORRY WE'RE TWO MINUTES LATE AND IT'S DARK IN THE ROOM, SO I'M HAVING TROUBLE, UH, BECAUSE I'M OLD. OR I HAVE REALLY BAD VISION OR BOTH. UM, OKAY. [1. Antitrust Admonition] LET'S, UH, DO THE ANTITRUST BEFORE WE GET INTO ANYTHING. TO AVOID RAISING CONCERNS ABOUT ANTITRUST LIABILITY, PARTICIPANTS IN ERCOT ACTIVITY SHOULD REFRAIN FROM PROPOSING ANY ACTION OR MEASURE THAT WOULD EXCEED ERCOT'S AUTHORITY UNDER FEDERAL OR STATE LAW. FOR MORE INFORMATION, PEOPLE CAN VISIT THE WEBSITE. IT IS OCTOBER 28TH. THIS IS OUR REGULAR OCTOBER TAC MEETING. IT SEEMS LIKE A WHILE SINCE WE'VE BEEN IN PERSON, UM, AND WE ARE NOT IN COSTUME. UM, FOR ALT REPS AND PROXIES TODAY, AND THESE ARE ON PAPER, SO I'M GONNA HAVE TROUBLE READING THEM. UM, IN THE CONSUMER SEGMENT, UH, RESIDENTIAL CONS- CONSUMER, UH, WILL RAWOD HAS GIVEN HIS ALT REP TO SARAH KEMP. IN THE INDEPENDENT POWER MARKETER SEGMENT, UH, RESMI HAS GIVEN HER ALT REP TO SHANE THOMAS. HELLO AGAIN, SHANE. UM, IN THE IREP SEGMENT, CHRIS HENDRICKS HAS GIVEN HIS PROXY TO BILL BARNES AND JENNIFER SCHMIDT HAS ALSO GIVEN HER PROXY TO BILL BARNES FROM 100 TO NOON. SO ANY VOTES FROM 10 TO NOON ARE VERY BILL BARNES HEAVY. UM, IN THE IOU SEGMENT, KEITH NIX FROM TNMP HAS GIVEN HIS ALT REP TO ROB BEVEL. AND, UH, ALSO IN THAT SEGMENT, ERIN RASMUSSEN HAS GIVEN HER PROXY TO MARTHA HENSON. AND IN THE MUNICIPAL SEGMENT, UH, DAVID KEY HAS ALT REP, DIANA COLEMAN, ALSO A FAMILIAR FACE. HI. AND WE HAVE ANOTHER SPECIAL ANNOUNCEMENT HERE. UH, WE HAVE A NEWLY SEATED MEMBER, UH, KANAN OGELMAN. UH, WELCOME BACK TO TAC. I SAID I WOULD GIVE YOU A HARD TIME. UM, I THINK YOU'VE BEEN CAUSING A LITTLE BIT OF RUCKUS ON SUBCOMMITTEE MEETINGS ALREADY. UM, SO I THINK WITH YOUR ADDITION, MAYBE WE'LL ADD HALF AN HOUR TIME TO EACH TACK MEETING, BUT WE ARE HAPPY TO HAVE YOU. RUCKUS. RUCKUS. DO YOU WANNA SAY ANYTHING, KANAN? AS YOU DRINK YOUR COFFEE. YEAH. ALL RIGHT. THEME OF THE MONTH IS THE MUNICIPALLY OWNED UTILITIES. DIANA, YOU GOT IT? OKAY. SO THIS MORNING, IT'S ALMOST HALLOWEEN. WELCOME TO TACKER TREAT. ALL HALLOWEEN RELATED, VERY, VERY FESTIVE AND TIME APPROPRIATE. TACKER TREAT? TACKER TREAT. ARE YOU THE FIRST PERSON TO SAY THAT? THAT WAS NOT EVEN ME. THAT WAS ALICIA. ALL RIGHT. UM, I'M, I ALSO WANNA SAY THAT, UH, IT CAN BE HALLOWEEN MOVIE THEMED. SO, UM, LET'S TRY TO KEEP COREY OUT OF THE LEVIATHAN LABYRINTH. I DON'T KNOW IF ANYBODY KNOWS HELLRAISER, BUT WE'LL TRY TO HAVE AN EFFICIENT MEETING. WE, WE DON'T HAVE COREY TODAY. MY GOD. SO WE CAN GO WILD WITH OUR MOTIONS. ANY MOTION YOU WANT IS ON THE, IS ON THE TABLE TODAY. ON BEHALF OF COREY. ALL RIGHT. UM, SO TACKER TREAT, HALLOWEEN MOVIES, HALLOWEEN EPISODES OF GILMORE GIRLS, WHATEVER YOU WANT. UM, AND THEN, UH, G - WE WERE GOING AROUND THE ROOM, BUT I BELIEVE THE IOUS AND THE REPS HAVE ALREADY, UH, CHOSEN THEMES THIS YEAR. SO THE ONLY ONE LEFT IS THE POWER MARKETERS. I THINK I TRIED TO ASSIGN THIS EARLIER. IAN SHOOK HIS HEAD AS HE'S SHAKING HIS HEAD NOW. SO [00:05:01] I WILL LOOK AT SETH AND SHANE AND EVERYBODY ELSE. CAN YOU GUYS DO THE NOVEMBER THEME OF THE MONTH? THE ANSWER IS YES. THE ANSWER'S YES. YOU'RE THE LAST, LAST SEGMENT TO, TO NOT DO A THEME. YOU GOT THIS. OKAY. SO WE'LL RETURN TO YOU. UH, WE'LL RETURN TO SOMEBODY IN THAT SEGMENT, UH, NOT IAN. HE'LL STILL BE SHAKING HIS HEAD AT ME, I'M SURE, UH, IN NOVEMBER. WITH THAT, [2. Approval of TAC Meeting Minutes (Vote)] WE CAN GO AHEAD AND MOVE ON TO OUR AGENDA. UM, FIRST ARE THE MEETING MINUTES. WE'RE LOOKING TO APPROVE THE AUGUST 26TH MEETING MINUTES AS PRESENTED. DO WE HAVE ANY COMMENTS? I LOOKED AT NED. NO. OKAY. UM, SO CAN WE PUT THIS ON THE COMBO BALLOT APPROVAL OF AUGUST 26TH MEETING MINUTES AS PRESENTED? ALL RIGHT. NOW WE ARE ONTO [3. Meeting Updates] OUR MEETING UPDATES. UH, AT THE SEPTEMBER CUP BOARD, THE ERCOP BOARD DID APPROVE ALL THE REVISION REQUESTS THAT WERE PRESENTED BY TAC. UH, THOSE REVISION REQUESTS WILL BE CONSIDERED BY THE COMMISSIONERS AT THE NOVEMBER 5TH PUC MEETING. ANYTHING, STAFF, ANY ANNOUNCEMENTS HERE? YEAH, JUST REGARDING TO THAT, WE WILL TAKE UP ALL THE MPRRS AT THE NEXT MEETING. HOWEVER, THE AS METHODOLOGY FOR 2027, WE WILL TAKE IN DECEMBER 3RD OPEN MEETING WITH THE SAME TIME, PROJECT 55845, THE AS STUDY ANNUAL UPDATE. SO WE TRY TO TAKE THEM BOTH AT THE SAME TIME. SO THAT'S THE ONLY THING I HAVE. SO THAT'S THE DECEMBER 3RD MEETING? OKAY. SO ANYONE WHO DIDN'T CATCH THAT WILL JUST REPEAT. THE REVISION REQUEST WILL BE AT THAT NOVEMBER 5TH OPEN MEETING. THE ANCILLARY SERVICE METHODOLOGY WILL BE AT THE DECEMBER 3RD OPEN MEETING ALONG WITH THE AS ANNUAL UPDATE PROJECT 55840. 55. WHAT? 55845. 558545, SORRY. ALL RIGHT. ANY QUESTIONS OR COMMENTS THERE? CAN WE MOVE THIS TO COMMENT SCREEN SO I CAN SEE IF COMMENTS COME? OKAY. UM, I SEE IT NOW. OKAY, LET'S MOVE ON. UM, NEXT ARE REVISION [4. Review of Revision Request Summary/ERCOT Market Impact Statement/Opinions] REQUEST SUMMARIES, ERCOT MARKET IMPACT STATEMENTS AND OPINIONS. I'LL TURN IT OVER TO ANNE. ALL RIGHT. THANK YOU. WE HAVE EIGHT REVISION REQUESTS FOR ATTACK CONSIDERATION THIS MONTH. UM, FOR THE REASONS FOR REVISION, ONE OF THEM ARE, FALLS INTO THE STRATEGIC PLAN OBJECTIVE ONE. FIVE ARE THE GENERAL SYSTEM PROCESS AND IMPROVEMENTS, AND THEN TWO FOLLOW INTO THAT REGULATORY REQUIREMENTS BUCKET. UM, FOR IMPACTS, I'LL JUST HIGHLIGHT NPR 1317. IT DOES HAVE A 400 TO 600K, UM, BUDGETARY IMPACT. AND THEN ERCOT OPINIONS AND MARKET IMPACT STATEMENTS. ERCOT DOES SUPPORT ALL OF THE REVISION REQUESTS AND HAS PROVIDED POSITIVE MARKET IMPACT STATEMENTS FOR ALL OF THEM. CFSG HAS REVIEWED THE NPRRS, NO CREDIT IMPLICATIONS FOUND THERE. AND THEN FOR THE IMM OPINIONS, UM, THEY DO NOT HAVE OPINIONS ON ANY OF THE REVISION REQUESTS EXCEPT FOR 1345, WHICH THEY DO SUPPORT. OKAY. ANY QUESTIONS OR COMMENTS THERE? LET'S MOVE [5. PRS Report (Vote)] ON TO DIANE. ARE, DIANE, ARE YOU READY? I AM READY. LET'S DO WHAT WE HAVE DONE IN THE PAST. LET'S DO THE FIRST SLIDE, UH, WITH THE UNOPPOSED AND NO IMPACT AND THEN PAUSE THERE. OKAY. SO GOOD MORNING. WE HAVE SEVERAL ITEMS FOR TAX CONSIDERATION THAT WE RECOMMEND UNOPPOSED THAT WERE UNOPPOSED WITH NO IMPACT. THE FIRST ONE IS 1295 COMES TO US FROM EDF POWER SOLUTIONS. UH, ON AUGUST 12TH, WE VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS AMENDED BY THE JULY 9TH ERCOT COMMENTS. ON SEPTEMBER 16TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO TACK THE AUGUST 12TH PRS REPORT AND THE SEPTEMBER 8TH IA, WHICH IS ZERO FOR 1312. THIS COMES TO US FROM ERCOT. UM, LET'S SEE. ON SEPTEMBER 16TH, WE VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS AMENDED BY THE SEPTEMBER 9TH ERCOT COMMENTS. ON OCTOBER 14TH, WE UNANIMOUSLY VOTED TO ENDORSE AND FORWARD TO TAG THE SEPTEMBER 16TH PRS REPORT AND THE NOVEMBER 16TH IA. 1332 COMES TO US FROM ERCOT. ON AUGUST 12TH, WE VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS SUBMITTED. AND ON SEPTEMBER 16TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO TAG THE AUGUST 12TH PRS REPORT AND THE MAY 20TH IA. AND THEN FINALLY WE HAVE 1345 THAT COMES [00:10:01] TO US FROM VISTRA. ON SEPTEMBER 16TH, WE VOTED UNANIMOUSLY TO RECOMMEND APPROVAL AS AMENDED BY THE SEPTEMBER 15TH ERCOT COMMENTS. ON OCTOBER 14TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FORWARD TO TAG THE SEPTEMBER 16TH PRS REPORT IN THE SEPTEMBER 29TH IA. OKAY. SO WE ARE LOOKING TO RECOMMEND APPROVAL OF NPR 1295 AS RECOMMENDED BY PRS IN THE 916 PRS REPORT. NPR 1312 IS RECOMMENDED BY PRS AND THE 1014 PRS REPORT AND NPR 1332 IS RECOMMENDED BY PRS IN THE 916 PRS REPORT. UM, AND RECOMMEND APPROVAL OF NPR 1345 IS RECOMMENDED BY PRS ON THE OCTOBER 14TH PRS REPORT. I HAD TO GO TO THE NEXT PAGE. CAN WE PUT THOSE FOUR ON THE COMBO BALLOT? YES. OKAY. I SEE SEVERAL THUMBS UPS. UM, ALL RIGHT. DIANA, LET'S GO BACK TO THE NEXT SLIDE. OKAY. LET'S DO THE WHOLE SLIDE, BUT WE'LL TAKE UP EACH REVISION REQUEST IN ORDER PROBABLY IN, UH, REVERSE ORDER PROBABLY 1346 AND THEN 1317. BUT GO, GO AHEAD AND COVER BOTH, DIANA. OKAY. SO WE'LL START WITH 1346 COMES TO US FROM VISTRA. LET'S SEE. WE RECOMMENDED APPROVAL, UM, ON OCTOBER 14TH TO SEND TO TAG THE SEPTEMBER 16TH PRS REPORT AND THE OCTOBER 6TH IA AS NOTED ON THE SCREEN. AND THEN WE HAVE 1317. UM, THIS WAS COMING TO US FROM ERCOT AND THE IA IS THERE ON THE SCREEN. SEPTEMBER 16TH, WE VOTED UNANIMOUSLY TO ENDORSE AND FOR TO TAG THE AUGUST 12TH PRS REPORT AND THE DECEMBER 19TH IA. OKAY. LET'S START WITH, UM, 1346. DO WE HAVE ANY DISCUSSION HERE? NED? IN CASE ANYONE HASN'T NOTICED THE PRICE OF DIESEL HAS GONE UP RECENTLY. UH, IT'S BEEN TRENDING FOR A WHILE AND, UM, THAT WAS ACTUALLY BEFORE THIS NPR WENT IN. SO, UH, YOU KNOW, WHEREAS WE SAW A GOOD REASON TO DO THIS BEFORE, UH, THE, THE ESCALATION THIS YEAR, I THINK IT'S ACTUALLY ALL THE MORE URGENT TO TAKE THIS ACTION NOW. SO, UM, I'LL MAKE A MOTION TO APPROVE NPR 1346 AS, UH, RECOMMENDED BY TAC. OKAY. LET'S - OR PRS. LET'S SEE. UM, DO WE NEED A SEPARATE BALLOT FOR THIS LOOKING AT CONSUMERS? YES. OKAY. SO MOTION FROM NED. DO WE HAVE A SECOND ON THE MOTION? IAN? OKAY. SO MOTION TO RECOMMEND APPROVAL OF 1346 IS RECOMMENDED BY PRS IN THE OCTOBER 14TH PRS REPORT. MOTION, UH, FROM NED, SECOND FROM IAN. UM, I THINK WE CAN GO AHEAD AND RUN THE BALLOT. BRITTANY, IS THIS YOU? IT IS. THANKS, CAITLIN. THANK YOU FOR BEING HERE. WHILE BRITTANY'S GETTING IT READY, COULD I ASK NED A QUESTION? SURE. HOW, HOW LONG HAS THE CURRENT FIVE CENTS TRANSPORT FEE BEEN IN PLACE? I THINK SINCE IT WAS FIRST PUT IN PLACE. AND THAT WAS, UH, MORE THAN 10 YEARS AGO, MAYBE EVEN 15 PLUS YEARS AGO. I THINK IT'S IN THE COMMENTS IF, UH, OR THE ORIGINAL NPR. I WANNA LOOK IT UP. OKAY. ANY OTHER QUESTIONS OR COMMENTS? I HAVE A VOTING REQUEST. COULD CONSUMERS GO LAST ON THIS VOTE, PLEASE? SURE. THANK YOU. SURE. KENAN, I THINK YOU MAY BE UP FIRST. YOU GOTTA BE READY. NO, KYLE'S UP. OKAY. ALL RIGHT. WE'LL BEGIN WITH THE COOPERATIVE SEGMENT. LCRA COMPLAINED LAST TIME BETH CHANGED THE ORDER, BUT IT WAS PRE-KNAN. DIFFERENT, DIFFERENT RUCKUS. UH, KYLE. YES. MIKE. YES. JOHN? YES. ANNE KANAN. YES. THANK Y'ALL. INDEPENDENT GENERATORS. NED? YES, AND THANK YOU. BRIAN? YES. BOB? YES, MA'AM. AND CAITLIN? YES. THANK Y'ALL. INDEPENDENT POWER MARKETERS, JEREMY. YES. THANK YOU. SETH? YES. [00:15:01] IAN? YES. THANK YOU, BRITTANY. AND SHANE FOR RESME. YES, MA'AM. THANK YOU. THANK Y'ALL. INDEPENDENT RETAIL ELECTRIC PROVIDERS. BILL? YES. BILL FOR CHRIS. YES. JENNIFER? YES. NO. AND JAY? YES. JENNIFER'S ACTUALLY ON, SORRY. JENNIFER, I'M SORRY. I, I MARKED YOU YES ACCIDENTALLY. IS THAT CORRECT? IT'S NO. IT'S A NO. THANK YOU. THANK YOU. MOVING ON TO INVESTOR-OWNED UTILITIES. MARTHA? YES. MARTHA FOR ERIN. YES. EBBY? YES. AND ROB FOR KEITH. YES. THANK Y'ALL. MUNICIPAL SEGMENT, ALICIA? YES. JOSE? YES. CURTIS? CURTIS? YES. OKAY, THANK YOU. AND DIANA FOR DAVID? YES. THANK YOU. AND, UH, FINALLY, THE CONSUMER SEGMENT. GARRETT? NO, MA'AM. MIKE? NO. THANKS. NICK? DO WE HAVE NICK WITH US TODAY? I DID NOT SEE HIM JOIN, BRITTANY. I DON'T SEE HIM. OKAY, THANK YOU. CHRIS? CHRIS BREWSTER. AND IF YOU HAVE AN AUDIO, WE CAN TAKE IT IN THE CHAT AS WELL. TAKE YOUR VOTE. OKAY. BETH? AS MUCH AS I DON'T LIKE TO DISAGREE WITH MY INDUSTRIAL CONSUMER, UH, PALS, I AM GONNA VOTE YES ON THIS. AND SARAH FOR WILL. YES. MOTION CARRIES. UH, 25, APPROVED. THREE OPPOSED. ZERO ABSTENTIONS. THANK Y'ALL. ANY OTHER QUESTIONS OR COMMENTS HERE? ALL RIGHT. LET'S MOVE, UH, BACK TO MBR1317. SO WE DID GET A FEW COMMENTS AFTER, AFTER, UH, PRS. WE HAVE, UH, 1020 TIEC COMMENTS AND 1021, UH, DCC COMMENTS. I THINK LET'S GIVE, UH, COMMENTERS AN OPPORTUNITY TO TALK AND THEN TAKE ANY OTHER DISCUSSION. UH, JON RUSS HUBBARD, IS THIS YOU FOR TIEC? IT IS. THANK YOU. AM I PUTTING YOU ON THE SPOT? A LITTLE BIT, BUT THAT'S OKAY. Y'ALL MOVED FASTER THAN I THOUGHT. UM, JON RUSS HUBBARD WITH TIEC. UM, WE FILED THESE COMMENTS TO REALLY DO TWO THINGS. SO FIRST, TO ADD LANGUAGE TO THE NON-SETTLED GENERATOR DEFINITION TO MAKE IT CLEAR THAT IT ONLY APPLIES TO RESOURCES THAT ARE CAPABLE OF BEING OPERATED IN PARALLEL. AND THEN SECOND, MAKING CHANGES SO THAT NEW QSC DESIGNATIONS AND REAL, AND THE REAL-TIME TELEMETRY OBLIGATION WOULD ONLY APPLY PROSPECTIVELY TO NEW GENER - TO NEW NSGS RATHER THAN AS A CONDITION FOR MAINTAINING AN EXISTING INTERCONNECTION. I UNDERSTAND THAT THE FIRST CHANGE IS, UM, LIKELY NON-CONTROVERSIAL BECAUSE IT'S CONSISTENT WITH ERCOT'S INTENT. UM, THE SECOND CHANGE IS REALLY MEANT TO BE A COMPROMISED POSITION THAT STILL GIVES ERCOT INSIGHT INTO EXISTING NSGS WITHOUT OPPOSING ADDITIONAL COSTS ON EXISTING SITES THAT HAVE OPERATED, UH, FOR YEARS. UNDER TIC'S PROPOSED CHANGES, THE EXISTING SITES WOULD STILL MAKE A ONE-TIME REGISTRATION SUBMISSION THROUGH RIO AND WOULD REMAIN SUBJECT TO THE REVERSE POWER RE- RELAY REQUIREMENTS TO ENSURE THAT THEY CANNOT INJECT INTO THE ERCOT SYSTEM. SO THIS WOULD ALLOW ERCOT TO HAVE VISIBILITY INTO WHAT NSGS EXIST ON THE SYSTEM WITHOUT, UM, SUBJECTING THEM TO, TO COMPLIANCE COSTS AND THE COST OF HAVING A QSC AND ADDING TELEMETRY EQUIPMENT. UM, THERE IS ONE TYPO ON A CROSS-REFERENCE. I THINK IT'S ON PAGE 56. UH, IT'S IN SECTION 6552, PARAGRAPH 23. UH, RIGHT THERE IT SAYS, UH, THAT IS SUBJECT TO PARAGRAPH TWO OF SECTION 3.8.9. IT SHOULD BE SUBJECT TO PARAGRAPH FIVE [00:20:01] OF SEC - OF SECTION 3.8.9. UM, SO THESE ARE COMMENTS. I'M HAPPY TO ANSWER ANY QUESTIONS. AGAIN, UM, OUR, OUR GOAL IS TO, UH, REALLY LIMIT THAT THE QSC DESIGNATION AND REAL-TIME TELEMETRY REQUIREMENTS SHOULD ONLY APPLY TO, TO NEW NSGS AND THEN UPDATING THAT NSG DEFINITION. THANKS. OKAY. UM, JUST DOES SOMEBODY FROM ERCOT WANT TO RESPOND TO THAT OR SHOULD WE MOVE ON TO THE DCC COMMENTS? I DON'T KNOW FROM, WHO FROM ERCOT IS SPEAKING TO THIS. THERE'S DOUG. OKAY. YEAH, THIS IS DOUG FAUN FROM ERCOT. UM, WE HAD AGREED TO, FOR THIS TO BE TABLED THIS MONTH, AND WE'RE, WE PLAN ON FILING SOME WRITTEN COMMENTS IN ADVANCE OF NOVEMBER TO ADDRESS BOTH TIEC AND DATA CENTER, UM, COMMENTS. UM, AS JOHN MENTIONED, WE ARE AGREEABLE TO THEIR CHANGE ON THE DEFINITION. UM, WE'RE GONNA CONSIDER WHETHER THERE'S ANY COMPROMISE AVAILABLE ON THE OTHER. SO WE'RE GONNA TAKE THAT TIME WHILE THIS IS TABLED TO SEE, AND THEN WE'LL, IN OUR COMMENTS, WE'LL, WE'LL, UH, WE'LL, YOU KNOW, LET, LET EVERYBODY KNOW KINDA WHAT OUR FORMAL POSITION IS ON THAT. OKAY. THANK YOU. GO AHEAD, BILL. JORDAN SAW ME, UH, PLAYING WITH MY CARD. UM - QUICK. I, I THINK THE, THE DCC COMMENTS REALLY LAID OUT A LOT OF GOOD POINTS. THIS, THIS WHOLE CONCEPT HAS CONFUSED ME FROM THE MOMENT IT WAS FILED AND WHY IT COULDN'T BE HANDLED THROUGH A SETTLEMENT ONLY GENERATOR. SO I LOOK FORWARD, I'M GLAD, DOUG, THAT ERCOT'S GONNA RESPOND TO, UM, NOT ONLY TIC, BUT ALSO THE DCC COMMENTS, BECAUSE I THINK WE NEED TO UNDERSTAND THE CONCEPT A LITTLE BIT BETTER AND HOW ERCOT PLANS TO USE IT. SO, UH, THAT'S GOOD NEWS. I, I THINK WHAT TIC AND DC ARE PROPOSING ARE REASONABLE, PARTICULARLY ON THE PROSPECTIVE APPLICATION. SO THANKS. APPRECIATE ERCOT SPENDING SOME TIME, UM, PUTTING A RESPONSE TOGETHER. OKAY. LET'S SEE IF WE CAN HAVE, UH, DCC LAY OUT THEIR COMMENTS. CAMERON, IS THAT - GOOD MORNING, Y'ALL. THANK Y'ALL FOR GIVING ME AN OPPORTUNITY TO, TO SPEAK HERE THIS MORNING, AND JOHN, FOR, FOR WEIGHING IN AS WELL. UH, I APPRECIATE ERCOT'S COMMITMENT TO TAKING A DEEPER LOOK AT THIS, UM, AND, AND, AND REALLY REVIEWING THOSE, OUR, OUR COMMENTS. AND SO THAT'S, THAT'S, THAT'S REALLY, UM, WE, WE, WE APPRECIATE THAT. UM, SO WE HAD A PRETTY EXTENSIVE COMMENTS, BUT I'LL FOCUS ON OUR TOP THREE, UH, ISSUES, OUR, OUR COMMENTS. UM, OUR GENERAL POSITION IS THAT WE SUPPORT THE NON-SETTLED GENERATION TERM AND REGISTRATION PER SB6, BUT NOT APPLYING TO ASYNCHRONOUS NON-PARALLEL GENERATORS NOR THE NEW REQUIREMENTS, WHICH, UH, WE BELIEVE THE JUSTIFICATION FOR REVISION DOES NOT DESCRIBE OUR SUPPORT. UH, THE FIRST THING I'D LIKE TO COMMENT ON IS ON THAT PARALLEL OPERATIONS, UH, TOPIC. UH, OUR BIGGEST CONCERN IS IF A UNIT DOES NOT OPERATE IN PARALLEL WITH THE GRID, THE NON-SETTLE GENERATION RULES SHOULD NOT APPLY TO IT. UM, THE ASK, UH, TO STATE THAT A UNIT THAT DOES NOT OPERATE IN PARALLEL, IT, IT SHOULD NOT BE APPLICABLE TO, TO IT. BRIEF PARALLELING FOR A CLOSED TRANSITION TRANSFER OR TESTING SHOULD ALSO BE OUT OF SCOPE, UH, WHICH IS SIMILAR TO A SHORT INJECTION WITH REVERSE POWER RELAY. THE SECOND, UH, TOPIC IS ON INTERCONNECTION REQUIREMENTS. UH, A FULL GENERATION INTERCONNECTION PROCESS FOR FAC - FOR FACILITIES THAT CANNOT EXPORT CREATE SCHEDULING IMPACTS FOR BOTH NON-SETTLED GENERATION AND TRADITIONAL GEN. IT'S SIMPLE. UH, AND A NON-SETTLED GENERATION CANNOT EXPORT IS NEVER, NEVER SETTLED AND MUST HAVE, HAVE THAT REVERSE POWER RELAY THAT WE WOULD EXPECT LONGER QUEUES, HIGHER COST, AND SCHEDULE IMPACT. SO OUR ASK IS A REGISTRATION PLUS MODEL DATA, IS THAT REGISTRATION PLUS MODEL DATA SHOULD BE ENOUGH. ANY REVIEW SHOULD BE NOTIFICATION BASED WITH THE DEFINED TIMELINE. WE HAVE RELATED COMMENTS IN PEGA 140. AND THEN LASTLY, UH, ON TELEMETRY TO THE GENERATOR TERMINALS, UH, OUR BIGGEST CONCERN IS REAL-TIME TELEMETRY BEYOND THE POI. IS IT, IS AN UNNECESSARY BURDEN FOR, FOR A UNIT THAT CANNOT EXPORT. AT THE OCTOBER 17TH BATCH ONE PLUS WORKSHOP, ERCOT SAID THAT OPERATIONS WANTED TO SEE ESR, UH, ESR CHARGING STATE. SO IF SO, WE WOULD ASK THAT, THAT, THAT WE LIMIT IT TO THAT. UM, BUT, YOU KNOW, BASED ON ERCOT'S COMMENTS THIS MORNING, WE APPRECIATE THE EXTRA TIME TO TAKE A LOOK AT THIS, AND I'M HERE TO ANSWER ANY QUESTIONS. OKAY. NED? UM, I ALSO WANNA JUST [00:25:01] NOTE THAT I THINK THESE DO RATE, YOU KNOW, BOTH DCC AND TIC RAISED SOME, SOME INTERESTING QUESTIONS, AND I HAD NOT, UM... I THINK THERE WERE SOME OF THESE THAT MAYBE WEREN'T, UM, QUITE AS FRONT OF MIND UNTIL AFTER SOME OF THE BATCH ONE WORKSHOPS, UH, THIS MONTH. SO THAT, THAT, I THINK THAT KIND OF BRING, THAT EXPLAINS WHY WE'RE SEEING THEM NOW, IS THAT'S COME FORWARD A LITTLE BIT IN TERMS OF, UH, UH, IN TERMS OF FOCUS. I DO WANNA THANK ERCOT FOR, FOR WORKING WITH, WITH VISTRA ON SOME OF THE, THE ISSUES THAT WE RAISED EARLIER, UM, AND I'M, I'M HAPPY TO HEAR THAT ERCOT COULD BE LOOKING AT THESE AND PROVIDING COMMENTS, SO I'M HAPPY TO MAKE A MOTION TO TABLE. SARAH? UM, BEFORE THE MOTION TO TABLE, IF, UM, ONE, IN REGARDS, WE DO THINK THERE IS A GRID RELIABILITY CONCERN WITH SOME OF THE NSGS, AND WE APPRECIATE RCOT STAFF'S EFFORTS TO ADDRESS THAT. UM, TWO, IF A GRANDFATHER CLAUSE IS, UM, CONSIDERED, UM, AT THE NEXT MEETING, THEN WE WOULD JUST, UH, IF THE EFFECTIVE DATE IS GONNA BE PROLONGED, WE WOULD JUST WANNA MAKE SURE THAT ANYTHING CURRENTLY IN BATCH ZERO WOULD BE SUBJECT AND NOT GRANDFATHERED IN. UM, AND THEN, BUT I WOULD ALSO SUPPORT A MOTION TO TABLE. OKAY. BOB? YEAH, JUST REAL QUICKLY. YEAH, UM, DOUG, THANK YOU, BECAUSE I WAS REALLY WONDERING ABOUT WHAT TO DO WITH THIS THING MYSELF TODAY, SO I'M GLAD YOU SAID YOU WERE GONNA TABLE THIS AND WORK FORWARD. AS YOU DO THAT ON, ON THESE, AND I KNOW YOU PROBABLY WILL, BUT JUST TO REITERATE, ON THE REASONS FOR IF YOU'RE GOING TO DISAGREE AND WANNA REQUIRE THIS, COULD WE HAVE SOME GOOD TECHNICAL REASONS RATHER THAN JUST WE WANNA HAVE VISIBILITY INTO IT? I'D LIKE TO KNOW SOME TECHNICAL REASONS ON WHY YOU WOULD HAVE THAT, SO MAKE SURE THAT YOU FOCUS ON THAT. UH, SO, AND I'M ALSO SENSITIVE TO THE RETROACTIVE PIECE, YOU KNOW, WE'RE ALL, THAT ALL ADDS COST, WE'VE HAD IT, WE'VE SEEN IT, IT'S NOT A GOOD PLACE TO BE, SO, UM, I'M HOPING WE CAN WORK SOMETHING ELSE OUT THERE ALSO. THANK YOU. OKAY. GARRETT, I ASKED YOU TO PARTICIPATE MORE AND WE'RE SEEING IT, SO. YES, MA'AM. UM, I AIM TO PLEASE. UH, AS BOB BROUGHT UP VISIBILITY, IS, IS THE GOAL OF THIS ALSO, WHETHER IT'S UNDER THE ERCOT DASHBOARD FUEL MIX OR THE ENERGY SOURCE RESOURCE, OR THE ENERGY STORAGE RESOURCES, DO WE THINK THESE WILL SHOW UP THERE? DO WE THINK THESE NSGS WILL BE ON THAT DASHBOARD GOING FORWARD? SOMETHING TO LOOK AT MAYBE, BUT - IT'S A QUESTION FOR ERCOT? YES, MA'AM. YEAH, THIS IS DOUG. I, UH, YOU'RE SAYING, YOU'RE SAYING THE DASHBOARD THAT WE HAVE THAT SHOWS DIFFERENT GENERATION TYPES, WILL THESE BE ON THERE? I DON'T THINK SO, BECAUSE THIS IS REALLY AN OPERATIONAL, UM, UM, VISIBILITY TYPE OF ISSUE OF US JUST, AND WANTING TO INCORPORATE INTO OUR MODEL THAT THESE EXIST SO THAT WE KNOW, WE CAN TRY TO ANALYZE HOW THEY IMPACT THE GRID OVERALL, BUT THEY'RE NOT GONNA BE, UM, PROVIDING ANY ENERGY. I MEAN, THEY'RE PROHIBITED FROM INJECTING INTO THE GRID, AND THEY'RE NOT GONNA BE SETTLED. SO I DON'T KNOW WHAT THE NEED WOULD BE TO HAVE THEM ON THE DASHBOARD, BUT I MEAN, WE COULD, IF THAT'S SOMETHING THAT EVERYBODY THINKS IS IMPORTANT, I'M, I GUESS WE COULD LOOK INTO THAT. I DON'T KNOW. WHAT WOULD BE THE NEED FOR THAT TO BE ON THE DASHBOARD, I GUESS? WELL, AT SOME POINT, YOU KNOW, IT, SORRY, I'M - PLEASE. I'M RUDE. YOU'RE SMARTER THAN I AM. I'M RUDE AND INTERJECT AND LIKE CONVERSATION. UM, AT SOME POINT, I CAN IMAGINE THAT IF, YOU KNOW, 20% OF ERCOT, UH, LOAD IS BEING SERVED BEHIND, YOU KNOW, 20% OF ELECTRICITY CONSUMPTION IN ERCOT, LET ME SAY IT THAT WAY, IS BEING SERVED BY FACILITIES BEHIND THE METER, I THINK FROM POLICY ISSUES THAT, THAT MIGHT BE OF INTEREST. UM, IF IT'S 2%, LESS OF AN INTEREST. AND SO I WOULD, I WOULD NEVER SAY NEVER TO THAT KIND OF QUESTION AND THAT YOU NEED TO, I WOULD SUGGEST JUST OPEN YOUR MIND TO THAT - RIGHT. BEING A FUTURE POSSIBILITY. ABSOLUTELY. AND I DIDN'T SAY NEVER. I JUST HAVEN'T HEARD THAT YET, AND I WAS WONDERING WHERE THAT'S COMING FROM AND WHAT THE THOUGHT PROCESS IS. I MEAN, I THINK THAT THAT MIGHT, RIGHT NOW WE HAVE ZERO IDEA OF HOW MANY THESE ARE. I DON'T KNOW IF THERE'S ONE OR 100,000 OF THEM. NO IDEA. I THINK ONCE WE GET THE INFORMATION AND WE NOW KNOW HOW MANY THERE ARE, MAYBE WE COULD REPORT AND GIVE SOME HIGH LEVEL AGGREGATED DATA OR WHATEVER TO RE - SOME OF THE COMMITTEES AND THEN GO FROM THERE. AND WE CAN ALWAYS ADD THINGS TO THE DASHBOARD OR TO REPORTS. UM, THERE'S A LOT OF DIFFERENT PLACES WHERE THAT INFORMATION MIGHT BE INTERESTING OR HELPFUL, BUT, UM, IT MIGHT BE HELPFUL FOR US FIRST JUST TO GET THE INFORMATION AND THEN - EXACTLY. REPORT BACK TO SOME OF THE SUBCOMMITTEES ABOUT WHAT, WHAT WE'VE LEARNED. IT'S MY THINKING. I WAS JUST ASKING JUST FOR CLARITY AND AS THERE IS THAT MATERIAL CHANGE FROM FOUR CP TO FIVE CP COMING UP. UH, WE, [00:30:01] WE DO JUST AS HOW EVERYBODY IS OPERATING HELPS US TO DECIDE WHEN THOSE TIMES THAT WE NEED TO WATCH CLOSELY. THANK YOU. BOB, WHY, WHY DON'T YOU ASK YOUR QUESTION? I THINK IT WAS MY QUESTION, SO - HEY, BETH. BETH, IF THEY'RE NOT PARALLEL CONNECTED TO THE GRID, ARE THEY IN ERCOT? WELL, THAT, THAT, I WAS - THANKS. THAT'S WHY I ADJUSTED MY WORDS A LITTLE BIT, YOU KNOW, JUST ELECTRICITY CONSUMPTION IN TEXAS, UM, IS, ARE THERE LARGER POLICY ISSUES IF THAT BECOMES, YOU KNOW, HALF AGAIN AS LARGE AS ERCOT LOAD? UM, DON'T KNOW. THAT'S, THAT'S SPECULATIVE THINKING AT BEST. YEAH. WELL, AND I JUST WANTED TO ALSO, AGAIN, JUST CLARIFY KIND OF THE SCOPE OF NSG THAT, UM, THESE ARE, THIS WOULD APPLY ONLY TO GENERATORS THAT ARE CAPABLE OF OPERATING IN PARALLEL. SO THE LOAD IS CONSUMING FROM THE GRID, PLUS IT CAN, IT'S USING THIS GENERATOR AT THE SAME TIME. WE ARE NOT GOING TO, THIS WILL NOT TOUCH PURE BACKUP GENERATION. SO IF IT ONLY COMES ON DURING PERIODS OF LOAD SHED OR SOMETHING LIKE THAT, THAT'S OUTSIDE OF THE NSG AND IT'S NOT GOING TO BE COVERED BY THIS. AND THE REFERENCE TO SB6, THAT COVERS THE BACKUP GEN. SO THESE ARE NOT RELATED. THE SB6 REPORTING THAT WE ARE GOING TO BE WORKING ON AND THOSE PROTOCOLS WILL DEAL WITH THE BACKUP THAT DOES NOT OPERATE IN PARALLEL. THIS IS DEALING WITH THE ONES THAT DO OPERATE IN PARALLEL. SO JUST KIND OF, AGAIN, WANTED TO CLARIFY THE SCOPE A LITTLE BIT. THANK YOU FOR THAT CLARIFICATION. OKAY. SO THIS IS OPERATING IN PARALLEL BUT CAN'T INJECT TO THE GRID. SO I, WE GOT INTO A PHILOSOPHICAL QUESTION. I DON'T THINK WE NEED THOSE ANSWERED BEFORE WE PASS THIS MPRR. I THINK THE REPORTING QUESTION CAN BE AFTERWARDS AND I THINK IT CAN, YOU KNOW, MY, MY FEAR IS IF YOU PUT IT ON THE DASHBOARD, THAT'S A LITTLE BIT MISLEADING IF IT CAN'T INJECT TO THE GRID. BUT I THINK, THIS IS MY QUESTION TO THE GROUP, WE CAN HAVE THOSE CONVERSATIONS AFTER PASSING THIS MPRR, RIGHT? SO THE NOVEMBER MEETING IS THREE WEEKS FROM NOW. DOUG ERCOT WILL HAVE COMMENTS IN, IN A WEEK? I, I THINK SO. YEAH. OKAY. UM, I HAVEN'T, I, I'VE TALKED TO JOHN AND SO I THINK WE, YOU KNOW, WE'VE ALREADY TALKED AND I MAY REACH OUT TO HIM AGAIN AS WE - OKAY. WORK. WE ALREADY HAVE A DRAFT. OKAY. AND I COULD HAVE FILED THEM FOR THIS MEETING, BUT WE STILL WANTED TO DISCUSS MORE INTERNALLY. SO WE'RE JUST REFINING. BUT YEAH, I'LL, I'LL DEFINITELY GET THEM OUT MORE THAN A WEEK BEFORE TAC IF, IF NOT TWO WEEKS, BUT - OKAY. THAT'S THE, THAT'S THE GOAL. ERCAT'S DESIRE IS THAT THIS GO TO THE DECEMBER BOARD? YES, THAT WOULD BE, BE OUR DESIRE. THIS WAS FILED IN DECEMBER 2025, AND SO THAT WOULD BE A YEAR, UM, THAT IT'S BEEN PENDING AND DEBATED AND DISCUSSED. SO THAT WOULD BE OUR GOAL. THAT WOULD BE, YES. SO THAT GIVES US THREE WEEKS FROM TODAY FOR ERCOT COMMENTS AND, UH, YOU KNOW, TIC, DATA CENTERS, OTHER CONCERNED ENTITIES TO, TO GET TO SOME AGREEMENT FOR TAC OR NOT. OKAY. LET'S GO BACK TO THE QUEUE. GARRETT, YOU'RE NOT STILL IN, RIGHT? NO, THAT'S OKAY. UM, LET'S GO TO BILL. DOUG, I'M JUST, THE REQUEST IF YOU COULD INCLUDE IN THE RESPONSE WHY A SETTLEMENT ONLY GENERATION REGISTER, REGISTRATION CATEGORY WOULDN'T WORK FOR THESE. THE MORE WE DEBATE THESE, THE MORE I'M LIKE, WHY, THAT'S NOT CLEAR TO ME. SO MAYBE IT'S TELEMETRY, I'M NOT SURE, BUT IF THAT'S SOMETHING YOU CAN EITHER ADDRESS HERE OR - I CAN RESPOND RIGHT NOW IF THAT'S OKAY, BILL. OKAY. THANKS. YEAH. SO HONESTLY, WE'RE DOING THIS TO ACCOMMODATE, TO TRY AND ACCOMMODATE THE OWNERS OF THE NSGS, BECAUSE I THINK A LOT OF THEM DON'T WANT TO BE SETTLEMENT ONLY. TO BE A SETTLEMENT ONLY, YOU'RE A FULL MARKET PARTICIPANT WITH, WITH ALL THE COMPLIANCE OBLIGATIONS THAT THAT ENTAILS. YOU KNOW, JUST THINKING ABOUT DIGITAL CERTIFICATES AND ANNUAL AUDITS AND ALL THE, ALL OF THE THINGS THAT HAVE TO GO WITH THAT. WHAT, IF THEY WANNA BE A SETTLEMENT ONLY, THAT'S FANTASTIC AND WE'RE, THAT THEY ABSOLUTELY CAN DO THAT. THIS IS CREATING AN OPTION WHERE YOU'VE GOT SIGNIFICANT GENERATION BEHIND, UM, AT THE SITE AND YOU REALLY DO NOT WANT THAT EXTRA, UM, COMPLIANCE OR ANY OF THE EXPENSES OR ANY OF THE THINGS THAT GO ALONG WITH MARKET PARTICIPANT REGISTRATION. YOU WANT SOMETHING LESS BURDENSOME. AND SO THIS IS CREATING A MUCH, UH, STRIPPED DOWN, UM, STREAMLINED KIND OF CATEGORY WHERE THEY GIVE US SOME MINIMAL INFORMATION, NAME, ADDRESS, PHONE NUMBER, NAMEPLATE, UM, SOME BASIC INFO ABOUT THE GENERATOR SO THAT WE CAN MODEL IT. AND IF IT'S LESS THAN 10, THAT'S IT. THEY'RE PRETTY MUCH [00:35:01] DONE. UM, IF IT'S GREATER THAN 10, THEN WE DO HAVE THE TELEMETRY REQUIREMENT AND THEY WOULD HAVE A QUESI THAT DOES THAT FOR THEM. SO THEY DON'T, THE QUESI, YOU KNOW, HAS THE WAN ACCESS AND THE KNOW- KNOWLEDGE AND THE KNOW-HOW FOR HOW TO MANAGE TELEMETRY. THEY DON'T HAVE TO DEAL WITH THAT. UM, BUT YEAH, WE'RE, WE'RE TRYING TO CREATE THIS TO MAKE, GIVE MORE FLEXIBILITY INSTEAD OF, I MEAN, ANOTHER APPROACH WOULD JUST SAY YOU'VE GOT TO BECOME AN SOG. BUT I THINK WE'D GET MORE PUSHBACK AND WE'RE TRYING TO BE MORE ACCOMMODATING BY CREATING THIS NEWER, LESS, LESS BURDENSOME CATEGORY. OKAY, THANKS. OKAY. MICHAEL JEWEL. YEAH, THANKS. MIC CH - QUICK MIC CHECK? YEP. AWESOME. UH, THANK YOU SO MUCH. UM, SO FIRST OFF, UH, MICHAEL JEWELL ON BEHALF OF PRIORITY POWER, WE'VE BEEN WORKING WITH ERCOT, UH, ON 1317 AND 140, UH, SINCE THEY GOT FILED, AND WORKING REALLY WITH SOME OF THE SUB 10 MEGAWATT, UH, ISSUES, UM, ON NSGS AND, AND KIND OF FOLLOWING UP WITH REGARD TO THE QUESTION THAT BOB, UH, THAT, UH, UH, BILL ASKED. THE, THE GOAL ON, UH, WE, WE DO HAVE PROJECTS WHERE THE GOAL IS NOT TO HAVE THEM PARTICIPATE IN THE MARKET. THEY REALLY ARE SUPPORTING LOAD. SO THE WAY THAT, UH, ERCOT HAS, UH, REVISED, UH, BOTH PROPOSALS IN ORDER TO BE ABLE TO WORK WITH THE SUB 10 MEGAWATT SYSTEMS HAS BEEN, UM, WE DEFINITELY HAVE APPRECIATED WORKING WITH THEM ON THAT. WE, OUR HOPE WOULD BE TO, TO BE ABLE TO GET SOME OF THESE ISSUES RESOLVED THROUGH ADOPTION AT THE DECEMBER BOARD, UH, IF POSSIBLE. AND THEN ALSO DID WANNA SAY, UH, THANK YOU SO MUCH, UH, TO JOHN ROSS, UH, WITH REGARD TO THE CLARIFICATION OF THAT TYPO. BE HAPPY TO ANSWER ANY QUESTIONS. THANKS, MICHAEL. LET'S GO TO IAN. THANK YOU. THANKS. HEY, DOUG, UM, SORRY, I FEEL AWKWARD NOT TALKING TO YOU WHILE YOU'RE RIGHT THERE. YEAH. UM, I THINK IT WAS SAID BEFORE, BUT WITHOUT SOME DATA ON WHY THESE AREN'T CURRENTLY, UM, A RELIABILITY ISSUE, I'M GONNA HAVE A VERY HARD TIME VOTING FOR RETROACTIVE, UH, MEASURES ON THEM. I'VE BEEN PRETTY CONSISTENT OVER THE YEARS ON THAT FOR GENERATORS AND WOULD LIKE TO TRY AND BE CONSISTENT ON THAT FOR OTHER MARKET PARTICIPANTS. THANK YOU. OKAY. LET'S GO TO CAMERON. JUST A QUICK COMMENT, AND I APPRECIATE THE, UM, EXTRA INSIGHT FROM, FROM ERCOT. UM, THE ONE THING I JUST WANNA HIGHLIGHT THAT AS, AS WE THINK THROUGH THE INTERCONNECTION PROCESS, THAT, UM, AS WE CREATE REQUIREMENTS, IT COULD EXTEND THE TIME TO GET BEHIND THE METER GENERATION ON BOARD OR BATTERIES AS WE WORK THROUGH WHAT THAT MEANS IN THE BATCH PROCESS. AND SO AS WE THINK THROUGH WHAT THE REQUIREMENTS ARE AND WE'RE ENCOURAGED TO BRING OUR OWN GENERATION TO BRING BATTERIES, JUST THINK ABOUT THE TIMELINES ASSOCIATED WITH THAT. I, I KNOW I MENTIONED THAT AND, UH, I APPRECIATE, UH, EVERYONE'S ENGAGEMENT TODAY. OKAY. ANY MORE QUESTIONS OR COMMENTS HERE? ALL RIGHT, LET'S GO, KANAN. SO I, I HAVE A QUESTION AND IT DOESN'T NEED TO BE ANSWERED TODAY, BUT ON, UH, DCC'S COMMENTS, IT APPEARS THAT THERE ARE EXEMPTIONS FOR THE GENERATOR TO INJECT INTO THE GRID FOR TESTING PURPOSES AND, AND SOME OTHER REASONS. AM I READING THAT RIGHT IN, IN THE COMMENTS? I'M NOT SURE I, I HAVE IT CORRECTLY, BUT THAT WOULD CAUSE EXTERNALITIES IF ERCOT HADN'T, HADN'T STUDIED THAT OR GONE THROUGH THAT. AND THERE ARE NON - ERCOT ALTERNATIVES TO TESTING, UH, AND JUST KEEP STAYING BEHIND THE METER. I'LL, I'LL JUST SAY THAT, THAT I RECOGNIZE THE COMMENT AND AN UNDERSTANDING, UM, HOW, HOW, UH, THE GENERATION, UH, OPERATES. UM, AND SO AS, AS WE WORK THROUGH THE NEXT MONTH OR SO, I THINK THOSE ARE THE KINDS OF QUESTIONS WE SHOULD TACKLE. OKAY, BECAUSE, BECAUSE THAT'S VERY DIFFERENT THAN THE WAY DOUG'S ANSWERING THE QUESTION RIGHT NOW. UM, SO THAT, THAT WOULD BE A STEPWISE CHANGE TO WHERE THE WAY ERCOT'S THINKING ABOUT IT. THE, THE WAY WE'RE THINKING ABOUT IT IS THAT, YOU KNOW, IT'S ULTIMATELY, UM, A UNIT THAT, THAT, YOU KNOW, IF IT'S OPERATING IN PARALLEL, WE REALLY NEED TO KNOW, UM, YOU KNOW, OUTSIDE OF TESTING, IF, IF THAT'S [00:40:01] SIMPLY WHAT WE'RE, WE'RE TALKING ABOUT, I, YOU KNOW, I THINK THAT IS A QUESTION WE SHOULD KNOW. BUT IN TERMS OF HAVING ADDITIONAL INTERCONNECTION REQUIREMENTS, UH, TELEMETRY REQUIREMENTS, UH, FOR, FOR SOMETHING THAT ISN'T EXPORTING TO THE, UH, BACK TO THE GRID ULTIMATELY, I THINK, I THINK THAT'S A QUESTION WE NEED TO RESOLVE. IF IT'S SIMPLY TESTING, I THINK THAT'S A DIFFERENT QUESTION. OKAY. ANY OTHER QUESTIONS OR COMMENTS? OKAY. I DID, UM, ALONG THE LINES OF WHAT MICHAEL SAID, DOUG, I, I KNOW YOU GUYS SPENT A LOT OF TIME ON THIS MPRR, SO I DID WANNA SAY THANK YOU TO ERCOT. I THINK WE'RE RAISING SOME VALID CONCERNS HERE, ESPECIALLY WITH THE APPLICATION TO E- EXISTING SETUPS. BUT, UM, YOU KNOW, I, I SPOKE TO DOUG, THIS, THIS MPR HAS BEEN IN PROCESS FOR ALMOST A YEAR. THEY, THEY WENT TO SEVEN WORKING GROUPS OR SOMETHING. SO I, I THINK WE NEED TO TRY TO HAVE THESE CONVERSATIONS EAR- EARLIER IN THE PROCESS. I THINK THAT WOULD BE BETTER FOR ER- ERCOT AND FOR US. SO THAT'S MY REQUEST. SORRY, JOHN. JOHN'S SMILING AT ME. UM, SO WE DO ONLY HAVE THREE WEEKS BEFORE THE NOVEMBER ATTACK. SO IF, IF WE COULD GET SORT OF, YOU KNOW, NON-BINDING HEAD NOD COMMITMENTS FROM, FROM ERCOT ON THE, THOSE COMMENTS AS SOON AS POSSIBLE AND, AND WORKING WITH STAKEHOLDERS SO THAT WE CAN HOPEFULLY RESOLVE SOME OF THIS, UH, BEFORE THE NOVEMBER TAC. OKAY. UM, SO I THINK THE MOTION WOULD BE TO TABLE. UM, SO CAN, IS THAT A COMBO BALLOT ITEM OR DO WE NEED TO TAKE A, A MOTION AND A SECOND? IT'S A COMBO. AND WE CAN'T TYPICALLY TABLE FOR A TIME CERTAIN, BUT WE COULD BECAUSE COREY IS GONE. SO SO, UH, LET'S, UH, MOTION TO TABLE NPR 1317. GO AHEAD, GARRETT. ISN'T THERE A BIGGER ATTACHED TO IT? THERE'S A PIGR, YOU'RE RIGHT, AND I DID HAVE THIS IN MY NOTES, BUT IT, I'M GONNA BLAME THE DARKNESS AND IT'S NO LONGER HERE. THE PIGR ONE, UH, 140. AND SO I THINK WE SHOULD DO BOTH OF THOSE TOGETHER, IF THAT'S OKAY WITH THE GROUP. UH, CAMERON, DATA CENTER COALITION'S COMMENTS WERE ON 140 AS WELL, BUT I ASSUME YOU ADDRESS THOSE IN THE CONVERSATION ALREADY. YEAH, WE'RE OKAY. OKAY. SO WE WOULD BE TABLING, UH, BOTH NPRR 1317 AND, UH, PIGR 140. OKAY. ANYTHING ELSE ON 1317? ANYTHING ELSE, UH, FROM DIANA ON PRS? JUST A NOTE THAT RCOT HAS PUT AT THE END OF THE PRS PRESENTATION, THE REST OF THE 2026 AGING PROJECTS FOR THE REST OF THE YEAR, AND THEN THEY'VE ALSO STARTED ON THE 2027. SO IF THERE'S ANYTHING THAT YOU'RE LOOKING FOR, ERCOT IS ALREADY, UM, WORKING ON MAKING THAT INFORMATION AVAILABLE. JUST WANTED TO ADD THAT. AND THAT'S IT. THANK YOU. I ALSO WANNA NOTATE THAT THERE'S A POLTERGEIST IN THE CORNER. UM, CAN WE LOOK AT THOSE AGING PROJECTS OR THAT THEY'RE AT THE END HERE? AND LOOK AT THE POLTERGEIST. YEAH, SO THAT'S THE 2026, AND THEN TROY PROVIDED WHAT THEY'RE STARTING TO IMPLEMENT FOR 2027 ON SITE 12. OKAY. ANY QUESTIONS OR COMMENTS ON THE, THE AGING PROJECTS OR AGING NPRRS? OKAY. ALL RIGHT. [6. RMS Report] WE ARE ON TO THE RMS REPORT, AND TODAY THAT WILL BE DEBBIE. THANK YOU, CAITLIN. THIS IS GONNA BE SHORT AND SWEET. RIGHT NOW, WE ARE IN RETAIL MARKET TESTING WITH ONE OF THE THREE FLIGHTS FOR THIS YEAR. WE HAVE 19 REPS IN TESTING. 14 OF THOSE HAVE EXISTING DONE, SO THEIR TESTING IS ABBREVIATED. WE ALSO ARE KEEPING A CLOSE WATCH ON THE RETAIL PROJECTS UPDATE, UH, BECAUSE OF THE IMPACTS, UH, TO DIGITAL CERTIFICATES. SO WE HAVE LOTS OF DIGITAL CERTIFICATES THAT ARE DEPENDENT ON RETAIL PROCESSES AND, UH, ALSO THE IDENTITY MANAGEMENT PIECE, WHICH SEEMS TO BE COMING ALONG, UH, REALLY WELL. WE ARE ALSO WATCHING THE 4CP TO THE 12CP CHANGES THAT ARE STILL IN PROGRESS. AND THE REASON IS WE THINK THERE'S GOING TO BE AN IMPACT TO THE TEXAS SET 5.0 [00:45:01] 8102 TRANSACTION, WHICH IS THE BILLING TRANSACTION DIRECTLY FROM THE TDSP TO THE REP. SO THOSE DO NOT GO THROUGH ERCOT. SO WE'RE REALLY WATCHING THAT. UM, TDTMS IS WORKING ON TRYING TO GET DOWN OUR INADVERTENT GAINS FURTHER. AND IN ADDITION TO THAT, WE'RE WORKING ON OUR SERVICE LEVEL AGREEMENTS WITH ERCOT. AND THE SERVICE LEVEL AGREEMENTS ARE THE RETAIL SERVICE LEVEL AGREEMENTS, THE DATA TRANSPARENCY SERVICE LEVEL AGREEMENT, WHICH IS ALSO KNOWN AS THE EXTRACT AGREEMENT. AND THEN WE HAVE BEEN WORKING ON LISTSERV'S SLA, BUT ERCOT IS GOING TO MOVE THAT, UM, DUE TO SOME SIGNIFICANT CHANGES, UH, TO THE SLA. AND I BELIEVE THEY'RE ALSO LOOKING AT MOVING THE DATA TRANSPARENCY SLA, UH, TO ANOTHER GROUP, WHICH REALLY WORKS FOR US. RMS HAS BEEN, UH, REALLY HEAVILY INVOLVED IN SOME OF THE DISCUSSIONS AND WATCHING THE WORK AND SOME OF THE OTHER SUBCOMMITTEES SUCH AS WMS IS, UH, REALLY IMPORTANT TO US BECAUSE OF THE RESIDENTIAL DEMAND AND, YOU KNOW, JUST, UH, KIND OF THOSE, UH, PROJECTS AND PROGRAMS WE'RE REALLY KEEPING UP. UM, WE DID CANCEL OUR NOVEMBER MEETING. WE CHANGED DECEMBER TO WEBEX ONLY, AND WE'RE LOOKING AT CANC - EACH MONTH WE WILL LOOK AT IF WE NEED TO CANCEL THE NEXT MONTH'S MEETING, JUST BECAUSE WE DON'T HAVE ANY MAJOR ITEMS ON OUR PLATE. AND IF SOME OF THOSE COME THROUGH, THEN WE WILL CONTINUE TO HAVE MEETINGS. AT A MINIMUM, WE WOULD HAVE WEBEX MEETINGS. SO THERE'S A LOT GOING ON WITH THE BIGGER TRANSMISSION RELATED PROJECTS, UH, BEING DISCUSSED LIKE HERE IN ROS, AND WE REALLY ARE TRYING TO BE CONSERVATIVE ON THE MEETING ROOMS. UM, ERCOT'S REACHED OUT TO US AND, YOU KNOW, WE'VE JUST BEEN WORKING TOGETHER. DO WE NEED THE ROOM? THOSE TYPE THINGS. SO WE'RE NOT CANCELING MEETINGS INADVERTENTLY, YOU KNOW, JUST THINKING THAT WE SHOULD, YOU KNOW, THAT WE SHOULD, AND THEN WE FIND OUT LATER THAT WE REALLY SHOULD HAVE HELD THE MEETING. UM, WE ARE WORKING ON THE RETAIL TRAINING CLASSES FOR 2027, AND WE TAKE MOST OF THE DIRECTION FROM THE MANAGER OF ERCOT TRAINING, WHO IS ART DELLER. SO THAT'S PRETTY MUCH WHAT'S GOING ON WITH US. THANK YOU. OKAY. BETH? YEAH, I JUST, I HAD A, A QUESTION. YOU MENTIONED THE, UH, ERCOT'S IDENTITY MANAGEMENT PROJECT AND, AND I THINK I SAW A MARKET NOTICE FROM ERCOT SAYING, YOU KNOW, THEY HATE THE, UM, WHAT DO I WANNA DESCRIBE THEM? THE, THE MULTI, UH, THE LOGINS THAT MULTIPLE PEOPLE USE, AND I WONDERED IF THAT WAS A PARTICULAR ISSUE FROM RETAIL, RETAIL SUPPORT PERSPECTIVE OR NOT. UM, I DO NOT, I HAVE NOT HEARD THAT'S A PROBLEM. OKAY. OBVIOUSLY, UH, DIGITAL CERTIFICATES ARE A PROBLEM, SO WE'RE REALLY LOOKING FORWARD TO ANYTHING THAT WOULD GET A, GET A DIGITAL CERTIFICATE ROLE FASTER. UM, AS YOU CAN IMAGINE, AT LEAST AT ENCORE, OUR TRANSMISSION PLANNING FOLKS, UM, HAVE INCREASED IN ALSO THE DIGITAL CERTIFICATE ROLES THAT THEY NEED. ENCORE HAS ALMOST 2,000 DIGITAL CERTIFICATE ROLES, AND I WOULD SAY 90% OF THEM BELONG TO OUR TRANSMISSION GROUP. UM, IN ADDITION TO THE MULTIFACTOR AUTHENTICATION, NO ONE REALLY LIKES THAT, RIGHT? I MEAN, IT'S VERY IMPORTANT FOR, FOR CYBERSECURITY AND TO KEEP US SAFE, AND ALSO TO MAKE SURE THAT WE ARE NOT, UM, I GUESS, BLAMED FOR, UH, SOMEONE ELSE DOING SOMETHING THAT THEY REALLY SHOULDN'T. SO WE THINK THAT'S VERY GOOD. THERE IS AN ARCOT APPLICATION, UH, THAT IS IN, IS USED WITH A MULTIFACTOR AUTHENTICATION. IT'S FLIGHT TRACK, WHICH TRACKS ALL OF OUR REPS AND, UH, THEY'VE, UH, COMPLETION AND THINGS LIKE THAT IN THE FLIGHT TRACK SYSTEM. EVERY TIME YOU GET IN AND THEN YOU GET BACK OUT, YOU HAVE TO GO BACK AND USE YOUR MULTIFACTOR AUTHENTICATION. SO MY FLIGHT TRACK ADMINISTRATOR AND THE PRIMARY BUSINESS CONTACT AND THE BACKUP AUTHORIZED REPRESENTATIVE, SO I'M IN THERE QUITE A BIT. AND IT'S, I MEAN, IT, IT'S ANNOYING TO SAY THE LEAST, BUT, UM, WE'LL GET USED TO IT. THANK YOU, BETH. THANKS. BILL? I THINK THE IDENTITY MANAGEMENT MARKET SERVICE PORTAL IS COMING UP LATER ON THE AGENDA. I'LL TELL YOU AS A PREVIEW, BETH, WE HAVE SOME SIGNIFICANT CONCERNS WITH BEING ROLLED OUT. UH, WE'VE PROVIDED INFORMAL FEEDBACK ON FUNCTIONALITY THAT COULD MAKE THAT A LOT SMOOTHER FOR MARKET PARTICIPANTS, AND IT DOESN'T LOOK LIKE THAT'S GONNA BE INCLUDED, SO WE'LL TALK ABOUT THAT, UH, LATER TODAY. OKAY. NED? [00:50:02] UH, JUST TO BE A LITTLE BIT MORE ON, ON POINT, AS BILL SAID, WE'RE, WE'RE GONNA TALK ABOUT IT LATER, BUT BETH, YEAH, THAT IS A, UM, IT CREATES BOTTLENECKS, UH, FOR BOTH RETAILERS AND, UH, RESOURCE OPERATORS TO HAVE, YOU KNOW, BE LIMITED TO ONLY TWO. UM, IT CAN BE A SMALL GROUP THAT SUPPORTS AND, UH, HAVING UNNECESSARY BOTTLENECKS IS, UH, INEFFICIENT. LOOK, LOOK FORWARD TO HEARING ALL OF THOSE COMPLAINTS. ME TOO. OKAY. OKAY. ANYTHING ELSE ON RMS? THANK YOU. ALL RIGHT. THANK YOU, DEBBIE. OKAY. UM, [7. ROS Report (Vote)] WE ARE ONTO THE ROSS REPORT WITH SHANE. YEP. UH, SHANE THOMAS WITH SHELL. THANK YOU. UM, WE GOT THOSE UP. WE'VE GOT, UM, A FEW VOTING ITEMS FOR TODAY. THE, THE FIRST ONE IS RELATED TO NPRR1317, WHICH WE'VE ALREADY HAD SOME DISCUSSION ON. SO I EXPECT THE RELATED PIGGER TO FOLLOW IN THAT, UH, SAME PATH. WE DON'T NEED TO REHASH THAT DISCUSSION. THEN WE HAD PIGR 146, WHICH DEALS WITH RENAMING THE QUARTERLY STABILITY ASSESSMENT. THIS ONE, UM, THE BIG ACTION WITH THIS, UH, UPDATE IS THAT IT CHANGES IT FROM FOUR QUARTERLY STABILITY ASSESSMENTS TO THREE, AND, YOU KNOW, THEY DROP THE QUARTERLY. UM, SO THAT DOES CREATE LESS WINDOWS FOR NEW GENERATORS OR POTENTIALLY LARGE LOADS TO JUMP AND START TO, AND TO GET ENERGIZATION DATES. PEOPLE SAW THAT AS, UM, PROBLEMATIC, POTENTIALLY HEADING THE WRONG DIRECTION AND, LIKE, THE NEED FOR THIS TO BE INCREASING, BUT ERCOT'S BEEN SEEING A LOT OF, UM, THE STUDIES ARE BECOMING MORE AND MORE COMPLEX, AND THEY NEED MORE AND MORE TIME, AND THEY SEE IT AS THE FASTEST THEY CAN GET IT DONE IS NOW WITHIN THIS TIMEFRAME, AND THEY, WITHOUT CHANGING THIS, THEY'RE GOING TO HAVE TO START BEING MORE AND MORE CONSERVATIVE IN THE LIMITS THAT THEY'RE PUTTING ON THE SYSTEM. SO THEIR THOUGHT IS THEY CAN GET MORE ACCURATE LIMITS AND CREATE, UM, UH... DUN, DUN, DUN. OH, THAT, AND, UH - THE TACK RETREAT. THE LIGHTS JUST WENT OUT IN THE ROOM. SO THEIR, UH, THEIR THOUGHT IS THIS IS THE ONLY WAY TO KEEP THE SYSTEM WORK, KEEP THE PROCESS WORKABLE. UM, I THINK A LOT OF THIS MIGHT COME UP AGAIN, UM, WITHIN RELATION TO THE CONSOLIDATE TRANSMISSION PLANNING AND THE UPDATES OF THAT PROCESS AND NOT EVERYTHING'S GONNA WORK TOGETHER. BUT, UH, FOR THE TIME BEING, THIS SEEMS TO BE THE BEST PATHWAY FORWARD. THEY'VE, UM, UM, RECOMMENDED AN EFFECTIVE DATE OF NINE / ONE / 27. THIS IS SO THAT IT, UM, THIS IS HOW WE, UH, TRY TO NEGOTIATE THE TIMING OF THIS AND HOW THAT'S GONNA WORK WITH AND THE CUT OVER FROM ONE PROCESS TO THE NEXT PROCESS AND HAVE THAT BE, UH, AS SMOOTH AS POSSIBLE. THE FINAL ITEM IS THE MAJOR TRANSITION - TRANSMISSION ELEMENT LIST AND THE HEIGHT LIST. THIS IS, UM, LARGELY, UM, A PROCESS THAT WORKS ON EVERY YEAR ALONG WITH TRANSMISSION SERVICE PROVIDERS TO IDENTIFY, UM, ELEMENTS THAT CAN FIGHT, CAUSE MAJOR TRANSMISSION AND POTENTIALLY PRICE SPIKES, AND HAVE THEM, UM, IDENTIFIED SO PEOPLE KNOW TO BE MORE CAREFUL AND WHEN CHOOSING TIME TO TAKE THESE OUTAGES. UM, UH, NO ISSUES HERE ON THIS ONE. THERE WAS SOME DISCUSSION AROUND WHETHER OR NOT THIS STILL EVEN NEEDS A SIGN OFF. UM, AT THIS TIME, WE THOUGHT THAT IT, IT'S NOT TAKING UP A LOT OF OUR TIME, SO IT'S WORTH IT JUST GETTING THE, THE NOTI- NOTIFICATION OUT THERE AND LETTING IT STAY, UH, OUT THERE FOR AWARENESS AS IT DOES GET UPDATED ANNUALLY. UM, ANY QUESTIONS ON THOSE ITEMS? I THINK POTENTIALLY THEY SHOULD ALL, IT COULD ALL BE UP FOR A COMBO BALLOT, UM, WITH THEIR RESPECTIVE PATHWAYS, PICKER 140 GOING THROUGH THE, UH, TABLING AND THE OTHERS, UH, WERE UNANIMOUS AT ROSS. OKAY. LET'S, UH, TAKE THEM IN ORDER. SO PIGR 140, WE, WE PUT ON THE COMBO BALLOT TO TABLE ALREADY, UM, WITH, WITH NPR1317. LET'S, UH, ARE THERE ANY QUESTIONS ON PIGR 146? I APOLOGIZE FOR NOT PAYING CLOSE ENOUGH ATTENTION WHEN WE DID THE NPRR, BUT ARE THE EFFECTIVE DATES ALIGNED? IN THE, IN PIGR 140 TO NPR 1317. NO, NO, NO. I'M SORRY. I, I JUMPED AHEAD. OKAY, YOU JUMPED AHEAD. YOU'RE PIGR 146. SORRY. OKAY. SO PIGR 146, WE'RE TAKING QUESTIONS. BETH SKIPPED THE [00:55:01] LINE. SO THE, THE QUESTION IS, ARE THEY ALIGNED WITH... ARE THE DATES ALIGNED? THAT'S A QUESTION FOR ERCOT OR SOMEBODY? I ASSUME THEY ARE. I ASSUME SOMEBODY PAID MORE ATTENTION THAN I DID. YEAH, ON THIR - 1332, I THINK IT'LL BE EFFECTIVE UPON IMPLEMENTATION OF 146, SO IT SHOULD BE FINE. OKAY. THANK YOU. YEP. OKAY. KANAN? I, I HAVE A SIMILAR QUESTION, BUT I THINK I'M GONNA DIG A LITTLE BIT DEEPER. SO THIS PROPOSES TO CHANGE THE CADENCE OF THE, THE ANALYSIS. HAS ERCOT ADDRESSED... I MEAN, THAT COULD DELAY AN INTERCONNECTION. HOW IS THAT BEING ADDRESSED? 'CAUSE IT SEEMS LIKE IT'S NOT IN OUR BEST INTEREST TO DELAY INTERCONNECTIONS, UM, BECAUSE WE'VE GONE TO FEWER ASSESSMENTS. WAS THERE... UH, AND I'M SORRY I WASN'T... WE DIDN'T BRING THIS UP AT ROS, BUT THIS KINDA HIT US LATER. YEAH. AND MAYBE IF ERCOT WANTS TO SPEAK TO, TO THEIR REASONING BEHIND EVERYTHING, IT... A LOT OF PEOPLE EXPRESS SIMILAR CONCERNS, UH, THROUGHOUT THE PROCESS. WHY ARE WE LIMITING THE TIMES, YOU KNOW, WE'RE POTENTIALLY DELAYING PROJECTS GETTING ON? AND, UH, AND TWO, WHEN YOU ARE DELAYING AND HAVING LESS OF THESE, YOU'RE GONNA HAVE MORE RESOURCES TRYING TO GET INTO THAT SAME WINDOW, SO YOU'RE, AGAIN, COMPLICATING YOUR STUDY AND THIS, YOU KNOW, DOES THIS START ESCALATING TO WHERE IT'S JUST ONE AT SOME POINT? UM, SO TRYING TO FIGURE OUT A, A WAY, UH, TO GET ON TOP OF THIS IS GONNA BE IMPORTANT. I THINK AT THIS TIME, THIS IS WHAT WE HAVE, UM, AND IT MIGHT NEED TO BE ADDRESSED LATER AS ERCOT'S CAPABILITIES ARE INCREASED, UM, FROM A COMPUTATIONAL STANDPOINT AS, UM... AND IT CAN BE ADDRESSED WITH THE MORE OVERARCHINGLY AS PART OF THE CONSOLIDATED TRANSMISSION PROCESS UPDATE AND BATCH, UH, BATCH ONE PLUS AND ALL OF THAT. BUT, UM, YEAH, A LOT OF, A LOT OF PEOPLE HAD EXACT SAME CONCERN, BUT WE WERE KIND OF TOLD THIS IS THE ONLY REAL OPTION. I, I GUESS, UM, AND MA - AND MAYBE I'M LOOKING AT THIS WRONG. UH, I UNDERSTAND THE, THE RATIONALE RELATIVE TO BATCH. I'M A LITTLE WORRIED THIS IS CATCHING JUST TRADITIONAL GENERATION INTERCONNECTIONS. AND IT SEEMS LIKE LESS IS THE WRONG ANSWER THERE, UH, EVEN RELATIVE TO BATCH. CAN SOMEBODY FROM ERCOT ANSWER THAT FOR ME? YEAH, WE'RE TRYING TO GET SOMEBODY FROM ERCOT. DO YOU... CAN WE GO TO NED'S QUESTION WHILE WE TRY TO GET SOMEBODY FROM ERCOT? GO AHEAD, NED. I THINK IT'S, UM, MAYBE A LITTLE CONFIRMATION SIMILAR IN, IN VEIN TO THE, THE QUESTIONS KANAN WAS ASKING IS, I, I, I KNOW FROM THE, THE RECORD HERE THAT THERE WAS SOME DISCUSSION AT THE LAST ROS MEETING ABOUT CONFIRMING THE, YOU KNOW, SEPTEMBER ONE, 2027 AS BEING THE, THE INTENDED APPLICABILITY DATE OR EFFECTIVE DATE. AND THAT DATE WAS CHOSEN SO THAT IT WOULD NOT IMPACT BATCH ZERO BASE LOAD PROJECTS THAT HAD, UH, NEARER TERM ENERGIZATIONS THAT RELIED ON THE EXISTING SCHEDULE. UM, BUT AS THE BATCH ZERO HAS NOT YET, UH, STARTED MOVING FORWARD, I DO THINK IT'S KIND OF ALONG THE LINES OF WHAT YOU'RE, YOU'RE SAYING, KANAN, WE SHOULD BE THINKING ABOUT WHETHER THERE, WE NEED A, UM, A SAFETY VALVE IN CASE THAT DELAY SHOULD, UH, SHOULD EXTEND SO THAT THAT WAY WE DON'T CREATE ANY, UH, PROCEDURAL HURDLES. I DON'T THINK WE NECESSARILY NEED THAT RIGHT NOW. WE COULD PROBABLY TAKE THAT UP IF THAT WERE TO COME TO PASS. BUT, UM, I, I AGREE WE DON'T WANNA CREATE ANY UNNECESSARY HURDLES WITH THIS. AND, UM, IT, IT ALMOST, IT ALMOST BEGS THE QUESTION WHETHER IT SHOULD BE MOVING TO, YOU KNOW, EVERY OTHER MONTH AS OPPOSED TO, TO QUARTERLY. BUT THIS IS... I KNOW THIS HAS BEEN DISCUSSED PRETTY THOROUGHLY. OKAY. ARE WE STILL WAITING ON THE ERCOT PERSON? OKAY. YEAH. YEAH, I'LL SAY, LIKE, THIS IS SOMETHING THAT I THINK NOBODY LIKED THAT WE'RE DOING. NOBODY WANTED TO DO THIS FROM THE STAKEHOLDER PERSPECTIVE. IT'S SOMETHING THAT ERCOT HAS SAID, "WE KIND OF AREN'T SATISFIED WITH THE WAY WE HAVE TO WRAP UP THE QSA PROCESS BECAUSE WE DON'T HAVE ENOUGH TIME TO DO IT TO OUR... AS THOROUGHLY AS POSSIBLE," WHICH LEADS TO SOME, SOME CONSERVATISM, UH, WITHIN THAT. AND SO THEY ARE HAVING TO... THEY WANT MORE TIME SO THEY CAN DO A BETTER JOB. AND A LOT OF IT IS BECAUSE THE LARGE LOADS HAVE TO BE IN THIS PROCESS AS WELL. YOU KNOW, THE SAME SHIFT GETTING MORE SMALLER GENERATORS AND HAVING THESE LARGE LOADS THAT ARE GOING INTO THE SAME PROCESS, SO IT'S ANOTHER TYPE OF RESOURCE THEY WEREN'T HAVING TO REALLY STUDY BEFORE. [01:00:01] I, IF I, IF I CAN JUST SAY SOMETHING REALLY QUICK. I MEAN, I'M EMPATHETIC TO WHERE ERCOT IS, ESPECIALLY RELATIVE TO THE BATCH PROCESS. BUT IF I WERE TO GET A MESSAGE SAYING, UM, WE CAN'T STUDY THIS RIGHT NOW OR YOUR INTERCONNECTION OF A GENERATOR WHEN WE'RE KIND OF RESOURCE CONSTRAINED SYSTEM-WIDE IS GONNA GET DELAYED, THAT I THINK IS GOING DOWN THE PATH OF PUTTING ERCOT IN A REALLY DIFFICULT SITUATION. AND I WANNA, UH, I'M CURIOUS IF THEY'VE DECIDED, FIGURED OUT HOW TO ALLOCATE RESOURCES DIFFERENTLY OR, OR SOME PROCESS, BUT DELAYING RESOURCE INTERCONNECTION SEEMS CONTRARY TO EVEN THE INTERESTS OF, OF WHY THEY FILED THIS, UH, PIGR. OR IT IS A PIGR, RIGHT? IT'S A PIGR. WE, AND THAT, SO WE PUT THE RELATED MPRR ON THE COMBO BALLOT ALREADY. SO WE, YOU KNOW, WE CAN PULL IT OFF THE COMBO BALLOT, BUT JUST SOMETHING AS WE'RE HAVING THIS DISCUSSION TO, TO REMEMBER. I'M, I'M MORE IN, I THINK THE CAMP THAT NED'S IN, WHICH IS WE NEED TO REALLY THINK THROUGH THIS. OKAY. IT DOESN'T NEED TO, I DON'T NEED TO NECESSARILY SLOW THIS DOWN, BUT I WANNA KNOW WHAT... I MEAN, IF THEY HAVEN'T THOUGHT ABOUT IT, WHICH I DOUBT THAT'S THE CASE, I'M SURE THERE'S SOME ANSWER. YEAH. BUT WHAT, WHAT DO WE NEED TO DO IF THERE ARE GAPS? I, WE'RE, WE'RE WORKING ON GETTING SOMEONE FROM ERCOT. THIS HAS BEEN, YOU KNOW, NOT, NOT IN THE PROCESS AS LONG AS THE OTHER MPRR WE WERE TALKING ABOUT, BUT I THINK IT'S BEEN AT, IT WAS AT PLWG MULTIPLE TIMES, SEVERAL TIMES. UM, SO I, I THINK WE'VE HAD SOME OF THESE CONSIDERATIONS. THANK YOU, SHANE, FOR, FOR STEPPING IN. WE'RE WAITING FOR, FOR SOMEBODY FROM ERCOT TO, TO JOIN. SO LET'S GO AHEAD AND KEEP GOING THROUGH THE QUEUE AND THEN WE'LL, WE'LL GET ERCOT. BOB? UM, EXCUSE ME. WELCOME TO THE PARTY, KANAN. I WISH, I WISH YOU HAD BEEN HERE EARLIER. ONE OF THE THINGS I ASKED FOR, UM, AS PART OF THIS IS TO MAKE SURE THAT ERCOT PARAMETERIZES THE, IN THE CODE THAT THEY DO THIS, BECAUSE I THINK THIS IS BACKWARDS. I THINK WE SHOULD BE GOING PROBABLY TO MONTHLY, CLOSER TO WHAT SPP DOES. I DON'T SEE HOW MAKING THE PROBLEM BIGGER MAKES IT EASIER FOR ERCOT, BUT THEY ASSURE ME IT DOES. SO THAT'S WHERE, THAT'S WHERE WE ARE. BUT ALL OF THESE ISSUES HAVE BEEN BROUGHT UP. I BROUGHT THEM UP MULTIPLE TIMES. UM, BUT ERCOT IS CONVINCED THAT BIGGER IS EASIER SOMEHOW. OKAY. LET'S MAYBE GO THROUGH THE QUEUE SO, SO YUNZI CAN HEAR SOME OF THIS DISCUSSION. HE'S ON NOW, BUT LET'S, LET'S TAKE THE REST OF THE PEOPLE IN THE QUEUE, UM, AND THEN HEAR FROM ERCOT. SO LET'S GO TO BRIAN. I'M NOT COMFORTABLE VOTING FOR A QSA REVISION THAT REDUCES THE ABILITY FOR GENERATION TO GET ONLINE. AND, UH, THAT, I DIDN'T WANT TO VOTE ON THIS TILL WE COULD HEAR FROM ERCOT. SOUNDS LIKE THAT'S ABOUT TO HAPPEN. ABOUT TO HAPPEN. OKAY. UM, MARK BRUCE - WELL, IF THAT'S THE CASE, DON'T WE HAVE TO, WE'LL HAVE TO TAKE IT OFF THE COMBO BALLOT. YES, THAT'S, THAT'S SUPER EASY THOUGH. THAT'S THE LEAST OF OUR WORRIES. OKAY. LET'S GO TO MARK BRUCE. MIC CHECK. YEP. OKAY. UM, HEY, SO MARK BRUCE, I FILED COMMENTS ON THIS, UH, WAY BACK IN THE BEGINNING ON BEHALF OF PATTERN ENERGY. AND I GUESS, YOU KNOW, THE TWO THINGS THAT, THAT WE WERE THINKING ABOUT AND THEY ADDRESS QUESTIONS THAT ARE GETTING RAISED HERE THAT HAVE BEEN DISCUSSED AT PLWG AND THAT HAVE BEEN DISCUSSED AT ROS. IN TERMS OF DOES THIS DELAY GENERATION INTERCONNECTION, IF WE WERE TO SWITCH THIS CADENCE UP LIKE EFFECTIVE NEXT MONTH, IT ABSOLUTELY WOULD, RIGHT? THERE ARE PEOPLE WHO ARE, YOU KNOW, BUILDING STUFF, THEY'RE IN A RUN UP TO ENERGIZATION, UM, CHANGING THAT DATE COULD THROW THOSE SCHEDULES OFF AND DELAY THINGS THAT OTHERWISE WE'RE GONNA BE ON BY DATE X. NOW THEY'RE NOT GONNA COME ON UNTIL DATE Y. BUT BY PUSHING THE EFFECTIVE DATE OUT AND EVERYBODY KNOWING THE ADJUSTMENT OF THE SCHEDULE GOING FORWARD WHEN YOU HAVE TO GET YOUR QSA PACKAGE SUBMITTED, THE 45-DAY PRIOR DEADLINE TO SUBMIT YOUR DYNAMIC MODELS, ALL THOSE THINGS, THEN STUFF THAT'S IN FLIGHT DAY IS STILL WORKING ON THE SAME QSA SCHEDULE FOR SEVERAL MORE QSA CYCLES, YOU KNOW, ALL THE WAY UNTIL, YOU KNOW, PAST THE MIDDLE OF NEXT YEAR. AND WHEN THE CUTOVER HAPPENS, YOU ACTUALLY END UP, BECAUSE WE DO IT ON SEPTEMBER ONE, YOU STILL END UP WITH A NOVEMBER ONE, 2027 QSA. SO THE QSA SCHEDULE AND TARGET EFFECTIVE DATES DON'T REALLY CHANGE [01:05:01] FOR ANYBODY UNTIL SOMETHING THAT'S COMING ONLINE IN 2028. SO THAT'S A PRETTY LONG LEAD TIME AND ANYBODY WHO'S GETTING THEIR SCHEDULE ADJUSTED BECAUSE OF THAT HAS ENOUGH TIME TO WORK BACKWARDS TO GET INTO THE PROPER QSA. SO IS THERE AN ACTUAL DELAY IN THE DELIVERY OF NEW GENERATION TO THE ERCOT SYSTEM? I DON'T THINK THERE IS. I THINK THE, THE IMPLEMENTATION DATE IS FAR ENOUGH INTO THE FUTURE THAT DEVELOPERS CAN TAKE THAT SCHEDULE CHANGE FOR THE QSA INTO ACCOUNT IN THEIR DEVELOPMENT TIMELINE. SECOND POINT IS WHERE THERE COULD BE REAL HARM TO GETTING GENERATION ONTO THE ERCOT SYSTEM IS WITH EXISTING GENERATORS. IF ERCOT IS UNABLE TO DO A FULL ROBUST QSA BECAUSE OF THE TIME CRUNCH, THEY'VE BEEN EXPLICIT THAT THEIR ANSWER IS GOING TO BE TO START IMPOSING MORE GENERIC LIMITS ON GENERATION EXPORT AROUND THE SYSTEM. NOW WE'RE ALREADY LIVING WITH A REGIME THAT'S CLUTTERED WITH GENERIC TRANSMISSION CONSTRAINTS THAT ARE FRANKLY BECOMING SORT OF A NIGHTMARE OPERATING ENVIRONMENT. WE ARE NEEDLESSLY THROTTLING LOTS OF GENERATION THAT'S ALREADY ON THE SYSTEM THAT CANNOT BE ACCESSED, THAT CANNOT BE UTILIZED. THAT'S NOT HELPFUL TO RESOURCE ADEQUACY, AND THIS WOULD COMPOUND THAT PROBLEM. NOW I TEND TO AGREE WITH BOB WHITMEYER AND EVERYBODY THAT IF WE COULD GET INTO A MORE ROBUST CADENCE OF, YOU KNOW, A 60-DAY QSA CYCLE OR SOMETHING, THAT WOULD BE TERRIFIC. BUT IF THE CHOICE OF HARMS IS BETWEEN THROTTLING EXISTING GENERATION ON THE SYSTEM, UM, SIMPLY BECAUSE YOU CANNOT COMPLETE A VALID STABILITY ANALYSIS, THEN TAKING MORE TIME, AND ERCOT HAS SAID, YOU KNOW, YES, IT'LL BE A BIGGER STUDY, BUT WITH THE TIME WE CAN COMPLETE THE FULL ANALYSIS AND NOT NEEDLESSLY IMPOSE GENERIC LIMITS AROUND THE SYSTEM. UM, THEN THAT SEEMS TO BE A BETTER DEAL IN THE INTEREST OF RESOURCE ADEQUACY AND THE DELAYED IMPLEMENTATION TIMELINE GIVES RESOURCE DEVELOPERS A CHANCE TO ADJUST. I THINK IT'S AN IMPERFECT SOLUTION, BUT GIVEN THE CONSTRAINTS OF ERCOT OFTEN AND WHAT THEY'VE GOT TO DO, IT SEEMED LIKE A REASONABLE SOLUTION, UM, TO US. THANKS. OKAY. THANKS, MARK. BOB? MINE WAS JUST HIT. THE TWO PIECES THAT GOT ME HERE WERE, UH, OKAY WAS THE GENERIC TRANSMISSION CONSTRAINT ISSUE AND HAVING IT OUT TO 9-1. THAT'S WHAT GOT ME COMFORTABLE WITH IT, SO. OKAY. UM, KANAN, DO YOU WANT TO REPHRASE YOUR QUESTION AND, YOU KNOW, PERHAPS IF MARK BRUCE INFLUENCED YOU AT ALL BEFORE WE, WE HAVE ERCOT RESPOND? I DON'T THINK THEY WERE ON WHILE YOU WERE, UM, RAISING THINGS EARLIER. HA- HAPPY TO ASK THE QUESTION AGAIN IF THAT'S WHAT YOU'RE ASKING. WHATEVER YOUR CURRENT QUESTION IS. HONESTLY, LIKE IF - BASED ON THIS DISCUSSION. HONESTLY, IF I HEARD ERCOT SAY WHAT MARK BRUCE SAID, I WOULD BE TREMENDOUSLY COMFORTABLE. UM, I THINK BASED ON WHAT I KNOW, ASSUMING GTCS ARE GONNA GO DOWN BECAUSE WE'RE GONNA DO FEWER, UH, STABILITY ASSESSMENTS IS, UH, WELL, UH, I, I DON'T THINK THAT'LL MERGE WITH REALITY, BUT I'M MORE THAN HAPPY TO EXPLORE THAT. SO MY QUESTION IS, DOES THE FEWER NUMBER OF QUARTERLY S- S - I'M SORRY, STABILITY ASSESSMENTS SLOW DOWN GENERATION INTERCONNECTION? IT SEEMS LIKE YOU EITHER HAVE TO PUT MORE RESOURCES INTO THE MIX OR HAVE SOME OTHER PLAN IN MIND, BUT I'VE GONE, I'VE JUST RECENTLY GONE THROUGH THE INTERCONNECTION PROCESS AND, UH, I DON'T REALLY WANT ANY MORE DELAYS FOR THE NEXT ROUND OF POWER PLANTS THAT WE PLAN TO, TO PUT IN. SO I'D LIKE ERCOT TO EXPLAIN HOW THIS IS HELPING INTERCONNECTING RESOURCES. AND I LIKE MARK BRUCE'S ANSWER, SO IF THEY COULD SAY THAT, THAT WOULD BE GREAT. OKAY. SO THERE'S, I THINK PART OF MARK BRUCE'S ANSWER IS THERE'S MORE, THAT'S YOUR EXPECTATION, RIGHT? SO YOU PLAN TO THAT, BUT THERE'S STILL THE QUESTION OF LESS WINDOWS, RIGHT? THREE, THREE WINDOWS INSTEAD OF FOUR WINDOWS, WHICH I THINK IS WHAT WE WANT ERCOT TO WEIGH IN ON. OKAY. OKAY. YINZI? [01:10:01] YES. CAN YOU HEAR ME OKAY? I THINK SO. OKAY. FIRST OFF, I'M SORRY I MISSED THIS, UH, CAN ASK, UH, ORIGINAL QUESTIONS. UM, I THINK MARK BRUCE KIND OF SUMMARIZED MY ANSWER PRETTY WELL. THAT'S REALLY OUR INTENTION AS WE DISCUSSED, UM, AS, UH, ROSS MAKING. UM, WE NEED ONE MORE MONTH BECAUSE STABILITY STUDIES BECOME MORE AND MORE COMPLICATED WITH HIGH CONCENTRATION OF INWARD BASED RESOURCES AND ALSO THE LARGE LOAD AS WELL. SO WE REALLY NEED ONE MORE MONTH SO WE CAN, UM, PERFORM THE STUDY BETTER. OTHERWISE, WE MAY HAVE TO USE SOME VERY CONSERVATIVE ASSUMPTIONS THAT MAY NEED TO LOWER LIMIT. I DON'T THINK THAT'S SOMETHING WE REALLY WANT. UM, THAT'S REALLY THE, THE, THE MAIN TRIGGER OF THE CHANGE FROM FOUR TIMES A YEAR TO THREE TIMES A YEAR. UM, AND ALSO, I DON'T THINK WE ARE EXPECTING ANY DELAY FOR GENERATION INTERCONNECTION. UM, AS KIND OF SIMILAR TO, UH, WHAT MARK MENTIONED, THE EFFECTIVE DATE WILL BE, UH, SEPTEMBER 2027. UM, WE BELIEVE WE HAVE A GOOD TRANSITION PLAN SWITCHING FROM THE FOUR MONTHS, UH, FOUR TIMES A YEAR TO, UH, THREE TIMES A YEAR. I DON'T THINK THAT WILL CAUSE ANY DELAY FOR THE INTERCONNECTION, UH, FROM GENERATION SIDE. UM, IS IT, UM, THAT, THAT'S FROM MY SIDE. ANY, ANY OTHER QUESTION OR KENAN, YOU HAVE ANY OTHER, UH, QUESTION FOR ME? GO, GO AHEAD, BRIAN. OR BETH, BETH IS, BETH WAS FIRST. GO AHEAD, BETH. PLEASE, BETH. SO, SO THE, THE COMPLEXITY OF PERFORMING THESE STUDIES, IS IT... I CAN SEE TWO ASPECTS THAT, THAT GET COMPLICATED. IS IT THE DATA MANAGEMENT OF JUST MORE RESOURCES AND GETTING THOSE PUT TOGETHER? OR IS THERE A KIND OF A RUN TIME, UM, ISSUE WITH IT'S A BIGGER STUDY WITH MORE THINGS IN THERE, SO IT JUST TAKES LONGER TO EXECUTE? IS IT... HAVE I DESCRIBED EITHER OF THOSE PROBLEMS THAT YOU'RE SEEING WITH THE, THE STABILITY ASSESSMENT TIMELINES? UM, YEAH, THAT'S, THAT'S A GOOD POINT. I THINK THERE ARE PRO - MULTIPLE FACTORS. UH, YEAH, WE DISCUSS IN A BUT FOR EXAMPLE, RIGHT, WHEN, WHEN WE START QSA STUDY FIRST, WE NEED TO, UH, CREATE OUR BASE STUDY CASE. BASICALLY, WE NEED TO UPDATE THE FUTURE, UM, DWC BASE CASE, WHICH IS BASED ON FUTURE MAYBE 2026 OR 20... NO, I'M SORRY, 2029 CASE, AND WE HAVE TO, YOU KNOW, REMOVE THE FUTURE TRANSMISSION PROJECT AND ANIMAL TRANSMISSION PROJECT. UH, IT'S, IT, IT TAKE TIME TO, UH, DO THIS. AND WE CANNOT DO THIS, THIS ONE IN PARALLEL. IT HAS TO BE, LIKE, AT THIS PROJECT AND ANOTHER PROJECT. AND ALSO, WE NEED TO ADD A LOT OF GENERATIONS, UM, AS WELL, BECAUSE RIGHT NOW HQSA, WE HAVE A LOT OF PROJECTS. SO TO BUILD A CASE ITSELF COSTS PROBABLY AMOUNTS. UM, SO THOSE KIND OF THINGS, THEY CANNOT REALLY BE, UH, PERFORMED IN PARALLEL, SO IT TAKE TIME. AND IN TERMS OF THE SIMULATION, UM, WE ALREADY KIND OF TRIED TO TAKE ADVANTAGE OF PARALLEL PROCESSING, UH, WHEN WE DO THE SIMULATION. SO WE USE COMPUTERS. WE RUN THE CONTINGENCY IN PARALLEL. UM, HOWEVER, UH, SOMETIMES WHEN WE HAVE ISSUES, WE HAVE TO INVESTIGATE, AND SOMETIME WE HAVE TO, UH, GO BACK TO FIS AND TALK TO THE TSPS SOMETIME TO UNDERSTAND THE ISSUE, UM, SO WE CAN FIND A BETTER SOLUTION. WE CAN, WE CAN HELP US TO IDENTIFY ISSUE BETTER SO WE CAN CREATE A PROPER LIMIT. UM, I HOPE THAT ANSWER YOUR QUESTION. THANKS FOR GOING INTO THE NITTY-GRITTY DETAILS FOR US. I APPRECIATE IT. OKAY. BRIAN? I'M HAVING A LITTLE BIT OF A HARD TIME HEARING SOME OF THE RESPONSE, SO I JUST WANNA SAY WHAT I THINK THE RESPONSE IS AND HAVE YOU ALL GRADE MY PAPER IF I GOT IT WRONG. IT'S [01:15:01] NOT A CONCERN FOR GENERATION INTERCONNECTION BECAUSE THE SCHEDULE STARTS, RESTARTS IN 2027, AND SO GENERATORS WILL HAVE THE ABILITY TO, UH, TO, TO KNOW THIS, THE REVISED SCHEDULE AHEAD OF TIME AND ACCOMMODATE THEIR, UH, THEIR STUDIES GOING INTO, UH, SEPTEMBER OF 27. THAT'S, THAT'S WHAT I HEARD. I'M JUST LOOKING FOR CONFIRMATION. YES. OKAY. THANK YOU. OKAY. ANY OTHER QUESTIONS OR COMMENTS? SO WHAT DO WE WANT TO DO WITH PIGR 146? UM, I, YOU KNOW, WE, WE CAN ASSUME WE'RE DOING THE SAME THING WITH MPRR 1332. DO WE WANT COMBO BALLOT? DO WE WANT COMBO BALLOT APPROVED, COMBO BALLOT TABLE, SEPARATE MOTION SOMETHING? COMBO APPROVED? I SUGGEST BOTH GO ON THE COMBO BALLOT AND LET SOMEBODY EL- ELSE ARGUE WITH THAT, SO. OKAY. COMBO APPROVE. SO APPROVE, UM, MPR, UM, FOUR - 146, OR PIGR 146 IS RECOMMENDED BY ROSS IN THE, UH, OCTOBER ONE ROSS REPORT. ARE WE OKAY WITH THAT? OKAY. LET'S PUT IT ON THE COMBO BALLOT. MARK? HEY, JUST ONE CLOSING COMMENT, CAITLIN, TO REPEAT SOMETHING THAT I SAID AT THE ROS, AND I THINK I HEARD ERCOT AGREE TO IT. SO LET'S PUT IT OUT THERE ONE MORE TIME AND SEE CLEARLY IF ERCOT AGREES TO THIS. UM, IF YOU READ THE EXISTING, UH, QSA SCHEDULE TABLE, UH, IN THE PLANNING GUIDE, AND THEN YOU LOOK AT THE NEW MODIFIED TABLE THAT WILL BE PLACED IN GRAY BOX UNTIL SEPTEMBER ONE, 2027, IT GETS A LITTLE BIT CONFUSING TO FIGURE OUT, UM, SORT OF THE TRANSITION PERIOD AND ALL OF THE ACTUAL DATES. IF YOU ADD TO THAT, THAT THERE ARE OTHER DEADLINES RELATED TO THE QSA THAT PRECEDE THE QSA PACKAGE SUBMITTAL DEADLINE THAT ARE NOT INCLUDED IN THAT TABLE, IT BECOMES QUITE CONFUSING D. IT WOULD BE SUPER HELPFUL, IN MY VIEW, IF SOMETIME MAYBE LATE FIRST QUARTER-ISH NEXT YEAR, ERCOT PUTS OUT SOME KIND OF A MARKET NOTICE THAT HAS A COMBINED TABLE WITH ACTUAL DATES FOR THE EXISTING QSA SCHEDULE, THE CUT-OVER SCHEDULE, AND SORT OF THE FIRST FEW RUNS OF THE QSA INTO 2028 WITH THE 45-DAY PRIOR MODEL SUBMISSION DEADLINES AND OTHER THINGS THAT ARE REQUIRED IN ORDER TO HAVE A COMPLETE BY THE QSA DEADLINE. THERE ARE A LOT OF MARKET PARTICIPANTS WHO ARE DEPENDENT UPON THAT SCHEDULE, WHO MAY NOT KNOW ALL THESE INS AND OUTS, WHO MAY HAVE TROUBLE MERGING THE TWO TABLES IN THEIR MINDS AND PUTTING ACTUAL DATES TO THEM. SO IF ERCOT COULD GIVE US A MARKET NOTICE WELL IN ADVANCE OF THE 45-DAY PRIOR DEADLINE TO THE FIRST QSA AFTER THE CUT-OVER, AND I THINK THAT MEANS YOU NEED TO DO THAT KIND OF, YOU KNOW, LIKE I SAID, LATE FIRST QUARTER, EARLY SECOND QUARTER 2027, SO THAT PEOPLE DON'T GET SURPRISED OF, "OH, I MISSED THE DEADLINE BY, YOU KNOW, WEEKS TO, TO GET INTO WHERE I NEEDED TO BE." SO IF ERCOT WOULD COMMIT TO GIVING US ALL A, A MERGE TABLE WITH ACTUAL DATES AT SOME POINT IN THE FUTURE WHERE WE STILL HAVE TIME TO ACT ON THAT INFORMATION, THAT WOULD BE HIGHLY TRANSPARENT AND QUITE BENEFICIAL. UM, HI, MIKE. I TOTALLY AGREE WITH YOU. I THINK ONCE THIS RULE IS PASSED, WE WILL DEFINITELY ISSUE MARKET NOTE TO REMIND, UH, EVERYONE ABOUT THE TRANSITION PLAN. AND WE PROBABLY ALSO GO TO IWG AND ALWG TO PRESENT THAT AS WELL. THAT SOUNDS GREAT. THANK YOU. OKAY. BRIAN? I, I WAS GONNA SECOND MARK'S COMMENTS. UH, IT SOUNDS LIKE THERE'S THIS COMMITMENT TO DO IT, AND I'M SURE THE MINUTES WILL REFLECT THAT. THANK YOU. OKAY. [01:20:01] NED, CAN YOU CHECK THE MINUTES NEXT MONTH? I'LL, I'LL COMMIT TO CHECK THE MINUTES, YES. OKAY. THANK YOU. ALL RIGHT. AT 1:00 AM. SO AT 1:00 AM. THE, THE TIME DOESN'T MATTER. OKAY. SO WE, WE ARE COMFORTABLE WITH THIS REMAINING ON THE COMBO BALLOT. OKAY. OKAY. UM, WE HAVE ONE MORE VOTING ITEM FROM ROSS, UM, WHICH IS THE, UH, MAJOR TRANSMISSION ELEMENTS LIST. ANY DISCUSSION ON THIS OR CAN WE PUT THIS ON THE COMBO BALLOT? ALL RIGHT, COMBO BALLOT. SHANE, ANYTHING ELSE FROM ROSS? ANY, ANY OTHER DISCUSSION ON ANYTHING IN THE ROS SLIDES? UH, YEAH I WAS GONNA KINDA COVER THE OTHER ITEMS THAT WE HAVEN'T BROUGHT THIS YET, THIS, UH, THIS MONTH, BUT WE'RE GONNA PROBABLY BE LOOKING TO BRING NEXT MONTH. UH, THE BIG ONE HERE IS THE PIGUR 122, THE RIABILITY PERFORMANCE CRITERIA FOR LOSS OF LOAD. THIS IS WHERE ERCOT PUTS TOGETHER KIND OF THE ZONAL LIMITS OR REGIONAL LIMITS, UM, FOR HOW MUCH, UH, LARGE LOAD CAN BE IN CERTAIN POCKETS DUE TO POTENTIAL, YOU KNOW, TRIPPING CONSTRAINTS. UM, THIS ONE HAS BEEN A LITTLE CONTROVERSIAL. WE URGENTLY TABLED IT AT OUR LAST MEETING AS ERCOT'S TRYING TO GET THIS THROUGH. THIS IS ALSO, YOU KNOW, BY THE NUMBERS SUGGESTS 122. IT'S BEEN IN THE PROCESS FOR A LONG TIME, BUT IT'S KIND OF BEEN SITTING THERE ALONG WITH THE VOLTAGE RIGHT THROUGH REQUIREMENTS AND, UH, BATCH PROCESS. UM, SO THERE'S STILL A COUPLE THINGS THAT ARE, WE'RE TRYING TO TIDY UP BEFORE WE BRING IT OVER, UM, BUT WANNA GO AHEAD AND ENCOURAGE FOLKS TO MAYBE START GETTING FAMILIAR WITH THAT AHEAD OF THE, THE NEXT MONTH AND HAVING TO VOTE ON IT, UM, BECAUSE THAT WAS THE, THE CURRENT PLAN. UM, UM, YEAH, THE, THE SPECIFIC THINGS WE'RE FOCUSING ON HERE AT THE END ARE CONSIDERATIONS FOR THE CRITICAL LOADS AND HOW THIS GETS, HOW THIS INTERACTS WITH THE BATCH STUDY, OR IF THIS IS SOMETHING THAT'S, UM, MORE OF A QSA PROCESS TYPES IMPACT. UM, SO, UH, A LOT OF THOSE THINGS ARE, ARE STILL BEING WORKED ON BETWEEN STAKEHOLDERS AND ERCOT, AND WE LOOK TO HAVE A PRETTY THOROUGH DISCUSSION ON THIS AT OUR NEXT MEETING. UM, UH, THE OTHER NOTABLE ITEM WOULD BE THE, THE NPRR 1340, UM, AS WE'RE WORKING THROUGH GETTING THE, THE ERS, UH, ESR PARTICIPATION IN DRS, UM, PUT THROUGH AS WELL. OKAY. SO PIGR 122 AND, UM, NPR 1340 AND NOGR 288 ARE EXPECTED VOTES AT ROSS IN NOVEMBER AND THEN TAC IN NOVEMBER, CORRECT? UH, YES. WE'LL, WE'LL BE BRINGING THOSE... THE PLAN IS TO BRING BOTH OF THOSE NEXT MONTH. OKAY. LET'S, UH, TRY TO LISTEN TO THOSE ROS DISCUSSIONS IF WE CAN AHEAD OF TAC. SO YOU GOOD, SHANE? YEAH, THAT'S GOOD. EVERYTHING ELSE WAS INFORMATIONAL, SO. ALL RIGHT. BOB HILTON, ARE YOU IN THE QUEUE? I JUST WANTED TO MAKE SURE 1340 WAS STILL ON TRACK. 1340 IS STILL ON TRACK. FOR THE BOARD. FOR DECEMBER BOARD, CORRECT. YES. SO LET'S, UH, YOU KNOW, NOT SO SUBTLE REQUEST TO LISTEN AND PARTICIPATE AT ROSS AHEAD OF LISTENING AND PARTICIPATING AT TAC NEXT MONTH. OKAY. UM, [8. WMS Report (Vote)] NOW WE ARE ONTO WMS. BILL, ARE YOU READY? YOU'RE MAKING A FACE. WAITING ON THE SLIDES. WAITING ON THE SLIDES. WHERE'S YOUR, WHERE'S THE HAT? THERE WE GO. I NEED TO PUT MY HAT ON. I'M A BATTERY BRO NOW. THAT'S GREAT. UM, SO YES. WELCOME TO THE WMS UPDATE. UM, OH, THANK YOU FOR THE LIGHTING. DID YOU CROSS OUT BLAKE'S NAME? THANK YOU FOR THE LIGHTING. UH, SINCE WE'RE ON THE - POOR BLAKE. TOPIC OF TACKLING OR TACK RETREAT. UM, I ALWAYS FELT LIKE OF THE BIG THREE, FREDDY KRUGER WAS A STANDOUT. JASON AND MICHAEL MYERS JUST DON'T HAVE THE SAME PERSONALITY, IN MY OPINION. WHAT ABOUT CHUCKY? I WOULDN'T PUT CHUCKY IN THE BIG THREE. I THINK HE'S, HE'S KIND OF ON, YOU KNOW, TOP 10, MAYBE. RUSHMORE GETS FOUR. OKAY. YEAH. UH, YEAH. SO, UM, FOR THOSE OF YOU THAT WERE EXPECTING BLAKE HOLT, UM, I KNOW THAT'S PROBABLY MOST OF THE PEOPLE IN THE ROOM AND THOSE ON THE LINE. I'M SORRY TO DISAPPOINT YOU. WE'RE TEMPOR - I'M TEMPORARY FILLING IN, UH, FOR BLAKE FOR THE REMAINDER OF THE YEAR, WHICH IS THE ONLY VOTING ITEM, UH, THAT I HAVE TO PRESENT TO TAC TODAY, WHICH IS CONFIRMATION OF, UH, EMPHASIZED TEMPORARY LEADERSHIP FOR THE REMAINDER OF 2026, WHICH IS AARON AND MYSELF. [01:25:01] IN TERMS OF ENDORSEMENTS, UH, WMS DID ENDORSE NPR 1343, WHICH IS THE INTRODUCTION OF POINT-TO-POINT OBLIGATION BID FEES IN THE DAM THAT, UM, NPR IS INTENDED TO CURB, UH, SOME OF THE EXCESSIVE BID SUBMISSIONS THAT HAVE OFTEN PROLONGED THE DAM EXECUTION, WHICH HAS A PRETTY BIG IMPACT IN TERMS OF HEDGING, UH, DAY AHEAD EXPOSURE. THE OCTOBER 2ND, 26 TCPA COMMENTS, UM, WERE VOTED THROUGH, UH, 66.7% IN FAVOR. THAT WILL BE GOING, UH, THAT WENT TO PRS. UM, I THINK IT GOES BACK FOR IA BEFORE COMING BACK HERE, SO JUST HEADS UP. AND THEN BOB, 1340, ENDORSED, 93% IN FAVOR. UH, THAT, I BELIEVE, ALSO HAS MADE IT THROUGH PRS AND SHOULD BE COMING OUR WAY SOON. SIMILAR TO SHANE'S UPDATE ON THE MAJOR TRANSMISSION ELEMENTS LIST, UH, THERE WAS UNANIMOUS SUPPORT AMONGST WMS MEMBERS TO LIBERATE THE OPERATIONS WORKING GROUP FROM, UM, THEIR OBLIGATION TO MAKE THIS A VOTING ITEM AT BOTH WMS AND ROSS. AN INFORMATIONAL UPDATE SEEMS, UH, PERFECTLY SUITABLE, UM, AND UNDERSTANDING THEY WILL BE UPDATING THEIR CHARTER AS SUCH. M- MUCH OF THE DISCUSSION AT, UH, THE OCTOBER 7TH WMS WAS AROUND THE EXPANSION OF THE ADR PILOT TO PHASE FOUR, UH, WHICH BASICALLY INCLUDES CREATING OR EXPANDING THE ADESR CONCEPT, UH, AND MAKING IT A NODAL DISPATCH WITH RETAINING ZONAL SETTLE - ZONAL SETTLEMENT FOR NOW. A LOT OF DISCUSSION ITEMS, UH, INCLUDED, UM, SUPPORT AND CONCERNS FROM FOLKS RELATED TO IMPACTS ON THE DISTRIBUTION SYSTEM, SETTLEMENT MISMATCH BETWEEN THE ZONAL AND NODAL DISPATCH, UH, THIRD PARTY, THIS WAS DISCUSSED AT DSWG AS WELL, UM, A- ABILITY FOR THIRD PARTIES TO PARTICIPATE AND THEN WHETHER THERE SHOULD BE A CAP ON THE ADESR, UH, PORTION IN CERTAIN AREAS TO, UM, MITIGATE IMPACTS ON THE DISTRIBUTION SYSTEM. THANK YOU. NEXT SLIDE, PLEASE. UH, GOOD NEWS. UH, WMS DID CROSS OFF ONE OF THEIR ACTION ITEMS. THIS WAS AN ASSIGNMENT TO, UH, REVIEW THE, UH, METHODOLOGY FOR SETTING, UH, TRANSMISSION SHADOW PRICE CAPS. THIS ACTUALLY WAS SOMEWHAT AGED AT THE AUGUST 5TH WMS MEETING. UM, THERE WAS REVIEW DONE PRIOR, UH, ON THE, ON ANALYSIS OF THE IRO SHUTTLE PRICING, UH, BACK IN MAY. SO WE MADE THE DECISION THAT THIS HAS BEEN COMPLETED AND REMOVED FROM THE LIST. IF TAC DOESN'T HAVE ANY CONCERNS WITH THAT, WE WILL, UM, PROCEED WITH TAKING THAT OFF THE LIST. HEARING NONE, NEXT SLIDE. UH, SO WE'RE DOING A GOOD JOB OF SLOWLY DWINDLING DOWN OUR REFERRAL LIST. UH, WE ARE STRIKING 1340 AND 1343 SINCE WE'VE DISPOSED OF THOSE REMAINING ITEMS, UH, REALLY CONTINUE TO BE TABLED. THE, UH, 1278 AND 1333, WHICH ARE RELATED TO, UH, GRID, ADVANCED GRID SUPPORT OR GRID FORMING FUNCTIONALITY CONTINUE TO BE DISCUSSED AT W&WG. AND NEXT SLIDE. NEXT MEETING, UH, WILL BE NEXT WEDNESDAY, NOVEMBER 4TH, THE DAY AFTER E-DAY, ELECTION DAY. SO I'M SURE THERE'LL BE A LOT TO BE DISCUSSED IN THE HALLS THERE. UH, PREVIEW, WE'RE GONNA BE TALKING ABOUT THE ADR PHASE FOUR IN MORE DETAIL. UH, WE'LL GET AN UPDATE FROM DSWG AND HAVE, UH, MORE DISCUSSION ON THE GOVERNING DOCUMENT. JUST HEADS UP FOR WMS MEMBERS. I DO THINK IT'S IMPORTANT FOR WMS TO WEIGH IN ON THE GOVERNING DOCUMENT, SO EXPECTING A VOTE ON THAT. UM, SO PLEASE BECOME PREPARED TO DISCUSS AND VOTE. AND ALSO ANOTHER TEASER FOR YOU IS WE'RE GONNA SPEND SOME TIME TALKING ABOUT RUCK FOR, UH, THE ANCILLARY SERVICE PLAN, WHICH IS, UH, A NEW OPERATIONAL, UM, PROCEDURE THAT ERCOT HAS, UH, UH, TAKEN ON AFTER THE IMPLEMENTATION OF RTC THAT HAS RAISED, UH, CONCERNS FROM SOME WMS MEMBERS. THAT CONCLUDES MY UPDATE. IT WAS A GREAT UPDATE. OKAY. LET'S GO TO, BACK TO BILL'S FIRST SLIDE. I'LL TRY TO TAKE HIS... CAN WE JUST GO TO BILL'S FIRST SLIDE? MAYBE I CAN JUST HELP. UH, IF THERE ARE NO CONCERNS WITH THE TEMPORARY LEADERSHIP SLATE, I WOULD SUGGEST THAT THOSE GO ON THE COMBO BALLOT. [01:30:01] OOH, WE GOTTA THINK ABOUT THAT. I FIGURED. I MEAN, BOB, YOU NEED SOME TIME, WE CAN, YOU KNOW, BRING THIS BACK. I DON'T LIKE THE TEMPORARY PART. WHAT? I DON'T LIKE THE TEMPORARY PART. YEAH, I WAS GONNA SAY WE COULD CHANGE THAT TO 2027.THAT WAS THE ORIGINAL TERMS OF THE AGREEMENT WAS THREE MONTHS ONLY, SO. THERE'S NOT A WRITTEN AGREEMENT. YEAH, AND THAT AND JUST RETROACTIVE IT ANYWAY. WHOA. ALL RIGHT. CAN I LOOK AT, CAN WE LOOK AT BILL'S PRESENTATION SO I CAN GO THROUGH THE ITEMS? NO. APPARENTLY NOT. OKAY. UM, COREY WOULD NOT LET US PUT THE WORD TEMPORARY IN THERE, SO I THINK IT WOULD BE DISRESPECTFUL TO HIM TO, UH, DO THAT. SO WE'RE JUST GONNA DO CONFIRM LEADERSHIP, BILL BARNES, UM, AND ERIN FROM AEP AS VICE CHAIR. ARE WE OKAY WITH THIS ON THE COMBO BALLOT? YES, JUST LET'S LET THE MINUTES REFLECT THE AGREEMENT IS TEMPORARY. NED, WE'LL MAKE SURE THAT'S IN THE MINUTES. UM, AND THEN THE, UH, SO NEXT, NEXT MONTH WE ARE LOOKING AT WHICH MPRRS. THIS IS WHY I WANTED TO KEEP THE THING UP. WHEN YOU SAY WE, DO YOU MEAN TAC OR WMS? TAC, BECAUSE TODAY OUR RECURRING THEME IS HAVING DISCUSSION ON THINGS THAT HAVE BEEN DISCUSSED, UM, FOR A LONG TIME AT WORKING GROUPS AND SUBCOMMITTEES. SO I'M JUST MAKING SURE EVERYBODY HAS THEIR HOMEWORK. SO ON THE ROSS SIDE, IT WAS PIGUR 122, AND THEN THINGS THAT CAME OUT OF WMS AND ROS THAT ALSO WENT TO PRS THAT ARE COMING AT US NEXT MONTH ARE NPR 1343, UM, AND THEN NPR 1340 AND WHATEVER NOTE GROUP THAT IS, 288. AND THEN, UH, BILL AND HIS FIRST MONTH OF LEADERSHIP LIBERATED PEOPLE. SO THAT'S GREAT. UM, AND THEN WE'LL LOOK FOR THE CHANGE IN THE OWG CHARTER. THE ADER PHASE FOUR DISCUSSION, THAT WILL COME TO US NEXT MONTH. IS THERE, DOES ANYBODY WANNA SAY ANYTHING ABOUT IT THIS MONTH? ANY PAST OR PRESENT WMS CHAIRS? I'LL SAY WE HAVE, UH, DEDICATED TIME NEXT WEEK AND, UM, I KNOW ERCOT WILL BE PROVIDING AN UPDATE AND I, I DO THINK WE'LL BE GETTING SOME COMMENTS, UH, FROM BASE POWER AS WELL. AWESOME. OKAY. SO JOIN THAT WMS DISCUSSION. AND THEN MOVING ON, UM, IN THE REPORT, WHAT ELSE DID BILL HAVE? CAN I SAY SOMETHING? CAN WE GO TO THE NEXT SLIDE? TACK ACTION ITEM. MARTHA, WHAT DO WE NEED TO, TO CLOSE THIS ONE OUT? I, I THINK BILL QUICKLY NOTED THAT NO DISAGREEMENT MEANS AGREEMENT, AND SO WE CAN DELETE NUMBER ONE ON THE TACK ACTION ITEM LIST AFTER TODAY'S MEETING. AWESOME. OKAY. THANK YOU. WE'D, WE'RE DOING MORE LIBERATING. OKAY. AND THEN THE LAST SLIDE WAS, WHAT'S THE LAST SLIDE? JUST NEXT MONTH. OKAY. ANY OTHER QUESTIONS FOR BILL PARIKA? I HAVE ONE QUESTION ON THE ADER. UH, STEPH IS ALSO MEETING INTERNALLY AND EXTERNALLY WITH ERCOT AS WELL. ONE THING WE NOTICED THAT THERE IS REALLY NOT - CAN YOU GET A LITTLE CLOSER TO THE MIC? IT IS NOT THE ONE PLACE WHERE WE CAN SEE ALL COMMENTS FILED. IT'S IN WMS, IT'S ON THE PLACES. I REALLY RECOMMEND IF YOU CAN DO THAT, UH, IS IT POSSIBLE ERCOT HAS TO DO IT OR YOU AS A TEMPORARY CHAIR CAN DO IT? I DON'T KNOW. WILL BE VERY HELPFUL. WE'RE HAPPY TO HAVE IT POSTED TO THE MEETING PAGE. I'LL, LET ME, I'LL CHECK WITH, UM, ERCOT STAFF TO SEE IF THERE'S A, MAYBE A BETTER PLACE TO HOUSE, UM, ALL COMMENTS RELATED TO THE ADR PILOT. GO AHEAD, RYAN. YES. UH, THANK YOU. SO IT IS OUR INTENTION TO PUBLISH ALL THE COMMENTS WE'VE RECEIVED AS WELL AS OUR, UH, RESPONSES TO THAT FEEDBACK. WE WANNA MAKE SURE THAT WE'RE, YOU KNOW, BEING TRANSPARENT, EVERYONE, UH, HAS THEIR COMMENTS REFLECTED. I THINK WE'LL PROBABLY POST THAT ON THE WMS WEBPAGE, IF THAT MAKES THE MOST SENSE. OR WE COULD ALSO PUT IT ON THE DSWG. THIS HAS BEEN A LITTLE BIT OF A CHALLENGE BECAUSE IT DOESN'T HAVE ITS OWN, ITS OWN HOME, BUT I'M CERTAINLY WILLING TO ALSO, UM, YOU KNOW, BASED ON THE, THE WISHES OF STAKEHOLDERS OF THE CHAIR, WHEREVER YOU ALL WOULD LIKE IT TO BE POSTED OR POSTED IN MULTIPLE PLACES, WE'RE HAPPY TO DO THAT. IT'S REALLY SIMILAR WITH THE AS METHODOLOGY. THERE IS NOT A PLACE FOR THAT EITHER. SO THOSE TWO THINGS, IF YOU GUYS CAN THINK ABOUT IT, IMPROVEMENTS WILL BE GREAT. THANK YOU. AND, AND MAYBE AS ERCOT IS DOING THEIR WEBSITE REDESIGN, THIS COULD BE SOMETHING THAT'S PART OF THE NEW FUTURE USES, FU- FUTURE NEEDS THAT NEED TO BE MET THAT ARE, ARE CURRENTLY [01:35:01] DIFFICULT TO MEET. OKAY. CHRISTIE. HEY, EVERYONE. UM, A LITTLE BIT ON ALONG THE LINES OF WHAT BETH WAS JUST SAYING. I'M WONDERING IF ERCOT WOULD BE OPEN TO, IF IT'S NOT TOO HEAVY OF A LIFT, TO CREATING A LANDING PAGE FOR ALL THINGS ADER, UM, PILOT. UH, I, I GOT THE SENSE, UH, IN ONE OF THE MEETINGS WHERE THIS WAS TALKED ABOUT THAT IT IS GOING TO CONTINUE TO BE A PILOT, UM, FOR THE FORESEEABLE FUTURE. SO AS LONG AS WE CONTINUE TO, YOU KNOW, ADD LAYERS AND PHASES, UM, I THINK HARKA MAKES A, A GREAT POINT ABOUT HAVING A, A PLACE WHERE ALL THE COMMENTS CAN BE VIEWED, UH, COLLECTIVELY AND EASILY. UM, SO I WOULD ENCOURAGE IF IT'S NOT TOO HEAVY OF A LIFT FOR ERCOT TO CREATE A, A LANDING PAGE FOR THE PILOT, UM, TO, TO HOUSE ALL THIS MATERIAL. OKAY. I BELIEVE THERE IS A LANDING PAGE. I, I DON'T KNOW IF THAT'S AN EASY PLACE TO POST MATERIALS. OR I KNOW THERE IS. I'M LOOKING AT IT. MARTHA PULLED IT UP. SO THERE IS A LANDING PAGE. I, I THINK THE, THE PROBLEM IS, UM, ARE THE, ALL THE COMMENTS GETTING POSTED THERE? AND IS THAT EASY TO DO? YEAH, THANKS, CAITLIN. YEAH. I, YEAH, MAYBE THAT'S, IT, SINCE THAT, THAT, SINCE THAT PLACE IS CREATED ALREADY, IT DOES SEEM LIKE THE LOGICAL SPOT TO PUT ALL MATERIALS RELATED TO IT, RIGHT? OKAY. WE'LL WORK ON IT. ANNE, ANNE'S THINKING REALLY HARD, SO WE'LL WORK ON IT AND WE'LL LET, UH, BILL, THE PERMANENT CHAIR, WE'LL LET PEOPLE KNOW AT WMS. OKAY. COMMENT RETACK ACTION ITEMS. GO AHEAD. I JUST WANTED TO, UM, JUST BY THAT I HAVE A STRIKE AT THE END OF YOUR AGENDA FOR THAT ITEM. THAT'S AMAZING. SO WE ONLY HAVE ONE LEFT. CONGRATULATIONS. OKAY. WE'LL REVISIT THIS. UM, WE'LL REVISIT THIS AT THE END OF THE MEETING. THANK YOU. OKAY. ANYTHING ELSE ON WMS? OKAY. MOVING ON [9. Credit Finance Sub Group (CFSG) Report (Vote)] TO THE CREDIT FINANCE SUBGROUP. UM, JETT, ARE YOU READY? ACTUALLY, LORETTA, CAN YOU HEAR ME? YEP. LORETTA? YEP. OKAY, GO AHEAD. ALL RIGHT. NE- NEXT SLIDE, PLEASE. WE'VE HAD TWO MEETINGS SINCE THE LAST TAC UPDATE, SEPTEMBER 23RD AND OCTOBER 21ST. WE DID CANCEL OUR AUGUST MEETING. WE'VE GOT TWO MEMBERSHIP APPLICATIONS AND WE'VE BEEN THROUGH SEVERAL NPRRS. AND WE'LL GO THROUGH THE REST OF THAT WHEN WE GET THERE. NEXT. SO THE MEMBERSHIP APPLICATIONS, WE'VE GOT JEFF MOORE FROM EVERGY. HE'S A CREDIT RISK ANALYST TOO, AND HE'S HAD ONE YEAR IN CREDIT RELATED FIELDS, UM, STRAIGHT OUT OF COLLEGE AFTER THAT. SO DO YOU GUYS WANNA PULL UP THAT APPLICATION? THAT, I, I THINK IF WE, IT MEETS THE REQUIREMENTS, WE'RE, WE'RE FINE. AND THEY WERE INCLUDED WITH THE. WELL, WE WERE LETTING YOU GUYS DECIDE THAT. OKAY. SO, SO THERE'S, IS THERE AN OPEN QUESTION ON WHETHER THIS MEETS THE REQUIREMENTS? CAN WE PULL UP THE REQUIREMENTS? HE'S GOT ONE YEAR OF EXPERIENCE. UH, DO THE REQUIREMENTS HAVE A YEAR THRESHOLD OR DO THEY JUST SAY EXPERIENCE? EXPERIENCE. SO - DOES, DOES ANYBODY WANNA LOOK CLOSER AT THOSE REQUIREMENTS? I SUGGEST BOTH GUYS. I'M OKAY WITH THE YOUNG GUY BEING PART OF IT. I THINK BOTH OF THESE ARE FINE ADDITIONS TO THE, UH - YEAH. UH - AVERAGE IS OUT IN ALMOST A DECADE. WHAT? AVERAGE IS OUT ALMOST A DECADE. NOT HELPFUL, BUT, BUT, BUT THANK YOU. OKAY. I, I, I THINK WE'RE, I THINK WE'RE OKAY, LORETO, IF THE, IF, IF, UH, IF THE CFSG WANTED TAC TO LOOK AT SOMETHING IN PARTICULAR, WE'RE, WE'RE HAPPY TO DO SO, BUT I, I THINK WE'RE OKAY. [01:40:02] ANNE, I SEE ANN IS TAKING A LOOK. I, I DON'T BELIEVE THE REQUIREMENTS HAVE A YEAR THRESHOLD. NO, IT JUST SAYS THEY MUST HAVE EXPERIENCE IN AT LEAST ONE OR MORE OF THE FOLLOWING FIELDS. OKAY. OKAY. LORETO, IS THERE ANYTHING YOU WANTED US TO DISCUSS IN PARTICULAR OR JUST MAKE SURE THAT, THAT WE KNOW HE'S A YEAR OUT OF COLLEGE? THAT'S WHAT WE WANTED TO MAKE SURE YOU GUYS WERE AWARE OF. OKAY. THAT WAS IT. I THINK FOLKS ARE COMFORTABLE GIVEN THE, THE REQUIREMENTS JUST SAY EXPERIENCE AND, AND NO YEAR THRESHOLD. UM, SO I THINK WE'RE COMFORTABLE. OKAY. AND THEN OUR SECOND, UM, PERSON WITH CARRIE NEWM - NEUBRANDER, EXCUSE ME IF I SLAUGHTERED THE NAME, FROM DC ENERGY. HE'S, UM, REPLACING MARK PRICE, DIRECTOR OF MARKET AFFAIRS, 19 YEARS IN CREDIT RELATED FIELD. OKAY. BILL, DID YOU HAVE A COMMENT? SUPPORTIVE. I THINK WE, UM, WELCOME ANY AND ALL PARTICIPATION IN THE CREDIT, UH, FINANCE SUBGROUP, ASSUMING THEY MEET THE QUALIFICATIONS. SO HAPPY TO HAVE THEM BOTH. OKAY. OKAY. LORETO, IS THERE MORE TO YOUR REPORT OR IS IT JUST THE APPROVAL? NO, MORE, MORE TO REPORT, YES, AFTERWARDS. OKAY. UM, I THINK WE CAN PUT THESE ON THE COMBO, THE, THE MEMBERS. LET'S GO AHEAD AND PUT THOSE ON THE COMBO THEN. SORRY, I'M HAVING A LAG. WE PROMISE TO KEEP EVERYBODY FROM RUNNING AMUCK. THAT'S OUR HALLOWEEN THEMED COMMENT. OKAY. WE REVIEWED LOTS OF NPRS IN THE LAST TWO MEETINGS. NONE OF THEM REQUIRED ANY CHANGES TO ERCOT COLLATERAL RULES. NEXT PAGE, PLEASE. NEXT PAGE. I WANNA GO THROUGH, UH, PAST THE NPRRS. ERCOT IS REVIEWING SECTION 16 OF PROTOCOLS AND CREATING A CLEANUP NPRR, BASICALLY GETTING RID OF THE, UM, UNSECURED CREDIT REFERENCE. THERE IS... THEY WANT TO REQUIRE NEW COUNTERPARTIES TO SERVE, THAT SERVE LOAD TO POST AN INITIAL MINIMUM ON COLLATERAL OF 22,500 AND, UM, WHICH MATCHES WHAT'S REQUIRED OF THE TRADE-ONLY COUNTERPARTIES. IT INTRODUCES LANGUAGE ESTABLISHING TIMELINES FOR PROCESSING CASH COLLATERAL DEPOSITS AND RETURNS, AND IT INTRODUCES LANGUAGE ON THE INVOICE PAYMENT PROCESS. NEXT SLIDE, PLEASE. ERCOT HAS ALSO BROUGHT UP THE SUBJECT THAT THEY WANT TO IN - EXPLORE A CREDIT PORTAL PROJECT WHERE THEY HOPE TO IMPROVE CONSISTENCY, TRANSPARENCY, AND RESILIENCY. IT WOULD CONSIST OF A C- CENTRALIZED PORTAL FOR DOCUMENT SUBMISSIONS. UM, IT WOULD HELP ON ERCOT'S SIDE BECAUSE RIGHT NOW IT'S A GROUP EMAIL AND IT GETS CONFUSING AND THEY WANNA MAKE SURE NOTHING GETS DROPPED IN THE PROCESS. UM, THE PRIMARY PROCESSES THAT WOULD BE INCLUDED IN THIS PROPOSED SCOPE ARE COLLATERAL INSTRUMENTS, CASH RE - UH, COLLATERAL RETURNS, AND FINANCIAL STATEMENT OR RISK CERTIFICATIONS. AND THE BENEFITS, LIKE I WAS TRYING TO SAY, INCLUDE IMPROVED VISIBILITY AND COMMUNICATIONS ON DOCUMENTS, MOST CONSISTENT SUBMISSIONS, AND ABILITY TO TRACK SUBMISSIONS AND PROCESSING STATUS. NEXT SLIDE. NOW WE'RE INTO OUR NORMAL COLLATERAL REPORT. BASICALLY, TPE DECREASED FROM 2.12 BILLION IN AUGUST TO 1.88 BILLION IN SEPTEMBER. AND THERE HAS BEEN NO, UH, COLLATERAL, UNUSUAL COLLATERAL CALLS AT ALL. NEXT, UH, SLIDE. AND THIS IS JUST THE ANNUAL REVIEW OF THE TOTAL POTENTIAL EXPOSURE [01:45:01] SHOWING WHAT'S BEEN POSTED OVER THE PAST 12 MONTHS, 13 MONTHS, AND BY TYPE. NEXT SLIDE. JUST A SUMMARY OF THE DISCRETIONARY COLLATERAL OVER THE PAST TWO MONTHS BY TYPE. NEXT SLIDE, PLEASE. AND THIS IS THE REPORT ON THE TOTAL, UH, LETTER OF CREDIT AMOUNTS ISSUED BY BANKS AND WHETHER OR NOT THEY'RE OVER-COLLATERALIZED, AS IN WHAT'S BEEN ISSUED TO ERCOT. AND AS OF SEPTEMBER 30TH, EVERYTHING LOOKS GOOD. NEXT SLIDE. ANY QUESTIONS? OKAY. UH, QUESTION FROM IAN. THANKS. VERY IN, UM, SUPPORT OF THE PORTAL IDEA, BUT I THOUGH WE WERE DOING A PORTAL ACROSS ERCOT AND WOULD HOPE THAT THIS WOULD JUST BE LOOPED INTO THAT AND, UM, YOU KNOW, BE A ROUNDING ERROR IN THAT PROJECT VERSUS A WHOLE NOTHER PROJECT. IS ANYBODY ON FROM ERCOT THAT COULD READDRESS THAT? AREN'T WE... I THINK WE'RE TALKING ABOUT THE PORTAL LATER. MAYBE WE CAN BRING IT UP THEN. I, I HAD EXACTLY THE SAME QUESTION, IAN. YEAH, THEY JUST STARTED TALKING ABOUT IT AT THIS LAST MEETING, SO IT'S, IT'S BRAND NEW TO US ALSO. THANK YOU. WE ARE TALKING ABOUT THE PORTAL LATER. DO YOU WANNA SEE IF WE CAN ASK THAT? KEITH, KEITH'S MIC IS HALLOWEEN. I DON'T KNOW. YEAH, I, I THINK, I THINK THAT'S A GREAT COMMENT THAT OBVIOUSLY IF WE CAN INCORPORATE THAT INTO THE OTHER C - PORTAL, UM, I DON'T HAVE ANY SPECIFIC INFORMATION ON THE CREDIT PORTAL, BUT I THINK IT'S A GOOD COMMENT. THANKS. OKAY. ANY OTHER QUESTIONS ON THE CREDIT FINANCE REPORT? ALL RIGHT. MY SUGGESTION IS WE TAKE A SHORT BREAK NOW, UM, UNTIL, YOU KNOW, MAYBE ACTUALLY START THE MEETING BACK UP AT 11:30. AFTER THAT, WE HAVE THE LARGE LOAD WORKING GROUP. WE HAVE THE, UM, EAC VENDOR EVALUATION DISCUSSION WHERE WE NEED SOME DISCUSSION AND THEN SOME MORE ERCOT REPORTS. I THINK WE SHOULD GO AHEAD AND TAKE A BREAK NOW, BUT THEN MAYBE AT 12:00, DO SORT OF A TIME CHECK ON WHERE WE ARE AND IF PEOPLE NEED TO ORDER LUNCH, ORDER LUNCH AND, AND TAKE LUNCH AT 12:30 OR 1:00. BUT MY HOPE WAS THAT WE WOULD FINISH THIS AT SORT OF A REASONABLE TIME BEFORE, BEFORE LUNCH AND PEOPLE COULD HAVE LUNCH AFTERWARDS. BUT IT'S DEPENDENT ON THOSE LOAD EAC AND ERCOT REPORT, UH, CONVERSATIONS. LET'S GO AHEAD AND TAKE A BREAK, COME BACK AT 11:30, AND THEN WE'LL DO SORT OF A CHECK-IN AT NOON. UM, I WAS GONNA TRY... ACTUALLY, MATT, I WAS GONNA TRY TO DO THE COMBO BALLOT BEFORE WE DO THIS, BUT I DON'T THINK EVERYONE'S SEATED, BUT MAYBE THEY'LL HEAR THIS AND SIT DOWN. OKAY. WE [13. Combo Ballot (Vote)] DON'T HAVE ANY MORE VOTING ITEMS, SO WE WERE GONNA DO THE COMBO BALLOT, BUT WE DO NEED A MOTION AND A SECOND. I'LL MOVE. HILTON AND THEN KANAN, THIS IS VERY EXCITING. IT'S YOUR FIRST MOTION ON ATTACK COMBO BALLOT. OH, YEAH, YOU WANNA MAKE THE MOTION? YOU CAN HAVE IT. NO, I'M GOOD. OKAY, SO THE COMBO BAL - COMBO BALLOT ITEMS ARE ON THE SCREEN. THEY'RE AWESOME. WE HAD A LOT OF DISCUSSION ABOUT THEM AND, UH, BOB MADE THE MOTION AND KANAN MADE THE SECOND. SO WE'RE READY WHEN BRITTANY IS. OH, BRITTANY IS NOT READY. OH, WE'RE WAITING FOR BETH. WELL, CONSUMERS DON'T LIKE TO GO FIRST ANYWAYS, SO... SO WE CAN S - WE CAN DO CONSUMERS LAST ON THE COMBO BALLOT. THANKS. WE'LL BEGIN WITH THE COOPERATIVE SEGMENT AND START WITH KANAN. YES. THANK YOU. WE'RE JUST MAKING UP THE ORDER HERE. JOHN? YES. MIKE? YES. AND KYLE? YES. THANK Y'ALL. ALL RIGHT. INDEPENDENT GENERATOR SEGMENT. NED? YES. THANK YOU, BRITTANY. BRIAN? [01:50:02] YES. AND I GOT TO DO SOME COACHING ABOUT WHETHER IT WAS POSSIBLE TO ABSTAIN ON THE COMBO BALLOT WITH, WITH SOMEONE THAT WAS SITTING NEXT TO ME. IT'S NOT, IT'S NOT POSSIBLE. WELL, COREY'S NOT HERE. YES. YES. MY, MY VOTE IS YES. I DON'T WANT TO BELABOR THIS ANYMORE. GREAT. THANK, THANKS, BRIAN. BOB? YES, MA'AM. AND CAITLIN. YES. INDEPENDENT POWER MARKETERS, JEREMY. YES. THANK YOU. SETH? YES. IAN? YES. THANK YOU. AND SHANE FOR RASHMI. YES, MA'AM. THANK YOU. INDEPENDENT RETAIL ELECTRIC PROVIDERS. BILL? YES. BILL FOR CHRIS. I'M CONFIDENT IN THESE NEXT TWO. YES AND YES. OKAY. THAT WAS A YES. AND JAY? JAY, ARE YOU STILL, UH, WITH US? I DON'T SEE HIM ONLINE. OKAY. INVESTOR-OWNED UTILITIES, MARTHA? YES. MARTHA, FOR ERIN. YES. EBBY? YES. AND ROB FOR KEITH. YES. OKAY. THANK Y'ALL. MUNICIPAL SEGMENT, ALICIA? YES. JOSE? JOSE, ARE YOU S - ARE YOU WITH US? IF Y'ALL ARE HAVING, UH, AUDIO ISSUES, YOU, YOU CAN VOTE IN THE CHAT. OKAY. CURTIS? YES. AND DIANA FOR DAVID. YES. THANK Y'ALL. UM, BACK UP TO CONSUMER SEGMENT. GARRETT? YES, MA'AM. MIKE? YES. THANKS. NICK. I DON'T BELIEVE NICK HAS JOINED US THIS MORNING. CHRIS? CHRIS BREWSTER. BETH? HIGHLY ANTICIPATED, YES. AND SARAH FOR WILL. YES, THANK YOU. OH. MOTION CARRIES UNANIMOUSLY. THANK Y'ALL. LET'S GO. WELL, I MEAN, BILL BARNES HAS LIBERATED US, SO YOU HAVE FREE WILL TO VOTE HOW YOU WANT ON THE COMBO BALLOT, BUT, YOU KNOW, WE, WE'RE NOT ABSTAINING USUALLY. BRIAN. YOU CAN, BUT PEOPLE WILL HAVE QUESTIONS. OKAY. ONTO THE LARGE LOAD ISSUES. DID BRIAN, DID BRIAN GHOST HIS VOTE? BRIAN, BRIAN IS... I DON'T HAVE A GOOD HALLOWEEN WORD. HE'S RUMINATING. WHAT? OKAY. [10. Large Load Issues] LARGE LOAD ISSUES. MATT, YOU WERE READY TO TALK. I TECHNICALLY HAD BOB'S WORKING GROUP UPDATE FIRST, BUT I'LL DEFER TO YOU GUYS. OKAY. LET'S GO, BOB. ALL RIGHT. CAN WE PUT THE PRESENTATION UP, PLEASE, BRITTANY? ALL RIGHT. NEXT PAGE, PLEASE. WE'VE ACTUALLY HAD TWO, UH, LLWG MEETINGS SINCE THE LAST TACK MEETING. UM, WE'LL TALK BRIEFLY TODAY ABOUT THE STRAW POLL WE DID AT ONE OF THE LLWG MEETINGS, NERC UPDATE, WHAT, UH, DOMINION SAW IN THEIR LARGE LOAD EVENT, UM, THE REFINED IROLS THAT ERCOT'S LOOKING AT REGARDING VOLTAGE RIDE-THROUGH, ERCOT'S OPINION ON NOGR 289, UM, AND THEN WE'LL TALK A LITTLE BIT ABOUT BRING YOUR OWN GENERATION IN THE FOLLOWING TWO. SO, NEXT SLIDE, PLEASE. SORRY, BAL. I HAVE A LITTLE BIT OF A LAG FROM THE GUEST NETWORK. ALL RIGHT. SO WE DID A, WE DID A STRAW [01:55:01] POLL. UM, BASICALLY, THE, THE QUESTION ASKED OF THE PARTICIPANTS IN, UH, LLWG WAS NOT NECESSARILY REPRESENTING THE COMPANY THEY WORK FOR TODAY, BUT THE ONE THEY MIGHT WORK FOR A YEAR OR TWO FROM NOW, OR MAYBE A YEAR OR TWO IN THE PAST, AND WE JUST RAN A SET OF QUESTIONS ACROSS THEM. UM, ONE OF THE THINGS THAT KINDA CAME OUT HERE THAT DIDN'T COME OUT IN SOME OF THE OTHER ONES, BECAUSE THE QUESTIONS WERE A LITTLE BIT DIFFERENT, BUT THERE WAS A FAIR AMOUNT OF INTEREST IN WHAT THE REQUIREMENTS WOULD BE WHEN A ISLANDED LOAD WANTED TO JOIN THE ERCOT GRID IN THE FUTURE, AND THAT'S SOMETHING THAT'S NOT REALLY PICKED UP. UM, BUT ANYWAY, THIS WAS AN INFORMAL KIND OF STRAW POLL OF, OF WHAT PEOPLE IN THE ROOM THOUGH. UM, AND THEN LATER ON, ERCOT DID THE BIGGER ONE, AND I'M SURE MATT WILL TALK ABOUT THAT AND HE HAS ANOTHER EVENT. SO NEXT SLIDE, PLEASE. UM, SO WE DID GET A NERC UPDATE. NERC IS MOVING VERY QUICKLY ON LARGE COMPUTATIONAL LOADS. UM, THE NEW, UM, NEW REQUIREMENT AT NERC IS GONNA BE A COMPUTATIONAL LOAD OF 50 MEGAWATTS OR MORE. UM, WE EXPECT ERCOT WILL ADOPT A SIMILAR 50 MEGAWATT, UM, AS A LARGE LOAD PROBABLY SOMETIME BEFORE WE GET TO BATCH ONE. UM, ERC, NERC ALSO DEFINED A COMPUTATIONAL LOAD OWNER AND A COMPUTATIONAL LOAD OPERATOR, AND THERE WILL BE REQUIREMENTS ON THOSE FOLKS AT THE NERC LEVEL GOING FORWARD. NEXT SLIDE, PLEASE. SO WE DID GET A PRESENTATION FROM SOME FOLKS AT DOMINION ON WHAT THEY SAW, UM, WHEN THEY HAD A ALMOST, UH, 3,800 MEGAWATT DROP ON A LARGE LOAD. KIND OF THE KEY TAKEAWAY FROM THIS ONE THOUGH IS IF THEY HAD HAD THE ERCOT VOLTAGE RIDE-THROUGH REQUIREMENTS IN PJM THAT WE NOW HAVE IN ERCOT, THEY BELIEVE THEY WOULD'VE RIDDEN THROUGH THE EVENT JUST FINE. SO KUDOS TO ERCOT FOR, FOR BEING, UM, LEADING IN THIS AREA. NEXT SLIDE, PLEASE. UM, SO GOOD NEWS. ERCOT HAS REFINED THE IROLS, AND THERE ARE ONLY THREE OF THEM NOW, UH, AS OPPOSED TO THE FIVE WE WERE TALKING ABOUT BEFORE. UM, COUPLE OF KEY POINTS THOUGH, ERCOT ALREADY HAS APPROVED TO ENERGIZE MORE LOAD THAN CAN BE SERVED. YOU SEE THE RED BAR, THAT'S HOW MUCH WE CAN SERVE. UM, THE KIND OF DARK TEAL, UM, BARS ARE WHAT HAS BEEN APPROVED IN THOSE AREAS. THE RESULT WHEN WE... AND THEN THE LOWER BARS ARE WHERE WE ARE TODAY, WHAT WE HAVE ACTUALLY SEEN ENERGIZING, UM, NET RESULT IS ERCOT IS GOING TO ENFORCE THAT RED BAR WHEN WE GET THERE. SO, UM, VOLTAGE RIDE THROUGH IS GOING TO BE IMPORTANT, AS WE SAW IN THE PREVIOUS SLIDE. UM, NEXT SLIDE, PLEASE. UM, SO WE DID HAVE A DISCUSSION OF NOGR 289. UM, THIS WAS BROUGHT FORTH BY THE DATA CENTER COALITION. THEY WERE LOOKING FOR A, UM, EXTENSION ON COOLING VOLTAGE RIDE THROUGH REQUIREMENTS, UM, FOR THE LARGE COMPUTATIONAL LOADS. BUT AT THIS POINT, UM, ERCOT IS UNCOMFORTABLE WITH LETTING THE COOLING LOAD RIDE THROUGH GIVEN THE PREVIOUS SLIDE YOU JUST SAW, UM, BUT THEY ARE, THEY ARE STILL TAKING A LOOK AT IT. UM, NEXT SLIDE, PLEASE. UM, AND THEN WE HAVE A LOT OF INTEREST IN BRING YOUR OWN GENERATION, AND IN FACT, UM, AT THE SEPTEMBER MEETING, WE TALKED ABOUT NPR1348 BEFORE IT HAD A NUMBER. UM, AT PRS THIS MONTH, UM, PRS INFORMALLY REFERRED, UM, 1348 TO LLWG TO AT LEAST TALK ABOUT IT. I DON'T KNOW THAT, UM, THAT WOULD IN ANY WAY REPLACE WHAT WMS OR ROS DOES, BUT, UM, THEY WANTED TO START AT, AT LLWG, UM, THE BRING YOUR OWN GENERATION. WE HAVE 1348, AND THEN IF YOU'LL SKIP TO THE NEXT SLIDE, WE ALSO HAD A PRESENTATION AT THE OCTOBER MEETING ON LOAD SPONSORED GENERATION. UM, THERE'S STILL A LOT OF WORK TO BE DONE. ERCOT ALSO HAS AN NPR THAT RYAN IS WORKING ON, UM, THAT MAY SIMPLIFY SOME OF THIS. WE JUST GOTTA GET IT ALL PULLED TOGETHER AND SEE IF WE CAN FIND A WAY TO GET LOAD SPONSORED GENERATION KIND OF CREDIT SO IT GETS BUILT, UM, AND STILL MAINTAIN THE RELIABILITY OF THE SYSTEM. UM, [02:00:01] THERE WAS SPECIFIC ACKNOWLEDGEMENT BY, UM, THE SPONSORS THAT LOAD SPONSOR GENERATION DID NOT, UM, EXEMPT THEM IN ANY WAY FROM SB6 REQUIREMENTS THAT THEY BE SHED IN THE EVENT OF AN EMERG - OF, THEY BE SHED IN THE EVENT OF AN SB6, UH, EVENT, WHATEVER THAT TURNS OUT TO BE. UM, SO WE'LL CONTINUE TO WORK ON THE BRING YOUR OWN GENERATION CONCEPT AND SEE IF THERE'S A WAY TO KIND OF TIE THESE ALL TOGETHER INTO ONE. UM, WITH THAT, I THINK THAT'S MY LAST SLIDE. HAPPY TO TAKE ANY QUESTIONS. OKAY. WE HAVE A COUPLE OF QUESTIONS. BILL? THANKS, BOB. ON THE NERC THRESHOLD, UM, OBVIOUSLY DISAPPOINTING THAT NERC ADOPTED, OR IT'S LOOKING LIKE THEY'RE GONNA ADOPT A DIFFERENT STANDARD FOR WHAT, UH, THRESHOLD FOR A LARGE LOAD SHOULD BE. AS YOU KNOW, WE REALLY VETTED THE 75 MEGAWATT THRESHOLD THOROUGHLY, UM, PRIMARILY BALANCING THE CONCERN ABOUT HAVING A TRADITIONAL INDUSTRIAL LOAD FALL INTO THE SB6 COMPLIANCE REQUIREMENTS. UH, WE STILL HAVE THAT CONCERN AT NRG. UM, AND THE UNDERSTANDING THAT ERCOT WILL BASICALLY CHANGE ALL OF THEIR PROTOCOLS OR RULES TO JUST LOWER THE THRESHOLD TO BE 50 MEGAWATTS FOR ALL LARGE LOADS. ONE PATH FORWARD HERE THAT SEEMS REASONABLE IS YOU KEEP THE 75 MEGAWATT THRESHOLD FOR ALL LARGE LOADS, BUT YOU APPLY THE NERC STANDARDS NARROWLY TO A, ANY LARGE COMPUTATIONAL LOAD IN ERCOT THAT'S 50 MEGAWATTS OR HIGHER. THAT SEEMS LIKE A, WOULD SOLVE A LOT OF PROBLEMS AND MAINTAIN THE WELL-VETTED 75 MEGAWATT THRESHOLD SO THAT WE'D LIMIT THE IMPACT ON TRADITIONAL MANUFACTURING AND INDUSTRIAL CUSTOMERS. JUST THINKING OUT LOUD THERE, BOB, I KNOW THAT'S NOT ANYTHING FOR YOU TO DECIDE, BUT, UM, I'M NOT SURE WHERE THIS WILL COME UP NEXT, UH, IN TERMS OF BATCH WORKSHOP, BUT HOPEFULLY ERCOT'S THINKING ABOUT THAT. THANK YOU, BILL. OKAY. BETH, YOU'RE UP. MY QUESTION HAS TO DO WITH, UM, THE, UH, WHAT IS IT? SLIDE SIX, THE IROL UPDATE, AND BASICALLY WE'VE APPROVED... THERE'S BEEN TOO MUCH LARGE LOAD THAT HAS BEEN GRANTED APPROVAL TO INTERCONNECT. WE'RE NOT SEEING THAT CONSUMPTION YET. IS THERE ANY DISCUSSION OR WHY WOULDN'T, WHY WOULDN'T WE JUST GO BACK AND RETROACTIVELY REDUCE A BUNCH OF FOLKS THAT THINK THEY HAVE APPROVAL? SO THEY, THEY ACTUALLY, MY UNDERSTANDING IS THEY ACTUALLY HAVE APPROVAL. ERCOT HAS GIVEN THEM APPROVAL. UM, THEY ARE EXEMPT FROM THE REQUIREMENT TO ENERGIZE. THEY ARE NOT EXEMPT FROM THE REQUIREMENT TO OPERATE. SO IF A LARGE LOAD WANTS TO ENTER, LET'S SAY THE RED CIRCLE, RIGHT, AND IT HAD ITS... SO THE OTHER KEY DATE IS NOVEMBER 14TH, 2025. IF ITS STUDIES WERE APPROVED PRIOR TO NOVEMBER 14TH, 2025, AND IT'S IN THE RED CIRCLE, ERCOT WILL LET IT ENERGIZE. HOWEVER, WHEN THE RED CIRCLE EXCEEDS 3200 MEGAWATTS AND EVEN SOME DISTANCE BEFORE THAT, ERCOT IS GOING TO INSTRUCT THOSE EXEMPTED LOADS TO CURTAIL. LOADS THAT RETROFIT TO DO THE RIDE THROUGH ARE COMPLIANT. THEY NO LONGER NEED TO BE... THEY ARE EFFECTIVELY TAKEN OUT OF THE RED CIRCLE IF THEY ARE COMPLIANT. DID THAT MAKE SENSE? NO. THAT'S, THAT'S A... YES, THAT MADE SENSE. YES, THAT'S VERY GOOD INFORMATION. THANK YOU FOR SHARING IT. MY QUESTION REALLY WAS MUCH, MUCH SIMPLER IN THAT PRESUMABLY WE'VE GOT WHATEVER THAT... I CAN'T READ THAT TINY NUMBER. CALL IT 5400 MEGAWATTS. 5400 MEGAWATTS OF APPROVED LOAD. WHY CAN'T WE GO TO THOSE PEOPLE AND SAY, "NOPE, SORRY. UH, KING'S X, IT'S NOW, YOU KNOW, YOU, YOU NOW GET 3000 MEGAWATTS IN AGGREGATE." THIS IS, THIS IS NOT MEANT TO BE A SMART ASS ANSWER, BUT IT'S GONNA COME ACROSS THAT WAY. HAPPY, HAPPY TO HEAR IT. I AM NOT A... I AM NOT AN ATTORNEY. I CANNOT ANSWER THAT. I WOULD TELL YOU THAT THIS IS WHAT ERCOT HAS APPROVED. YEAH. AND THAT'S AS FAR AS I'M... I CAN GO. SORRY. YEAH. FAIR ENOUGH. FAIR ENOUGH. OKAY. [02:05:03] WHAT WAS THAT? YEAH, I WAS GONNA SAY THAT WAS THAT. TALKING ABOUT HALLOWEEN. LET'S GO TO, UM, JOHN R. SUBURB. JON ROS HUBBARD WITH TIEC. I JUST WANTED TO, UM, NOTE THAT I, I AGREE WITH BILL'S PERSPECTIVE. UM, I THINK S- SOMETHING LIKE THAT COULD NARROWLY, COULD BE NARROWLY TAILORED TO ADDRESS, YOU KNOW, NERC'S COMPLYING WITH NERC STANDARDS WHILE, UM, NOT IMPLICATING OTHER, UH, TRADITIONAL MANUFACTURERS. SO THANK YOU. OKAY. SETH? YEAH, I WAS JUST GONNA ASK, IF ERCOT GOES THROUGH THIS PROCEDURE AND ENDS UP HAVING TO CURTAIL LARGE LOADS, DOES THAT END UP GETTING REPRICED IN THE, UH, REAL-TIME DEPLOYMENT PRICE ADDER OR ARE WE JUST GOING TO SEE GENERATION RUN BACK WITH THE LOAD AND WE DON'T HAVE A PRICE SIGNAL? KEITH? UH, LET ME FOLLOW UP ON THAT. I, I WANNA MAKE SURE I GET THE RIGHT ANSWER. THANKS. OKAY. YEAH. THANK YOU. OKAY. KANAN? UH, SO I APOLOGIZE, THIS MIGHT BE A VERY IGNORANT QUESTION, BUT IS THERE LIKE A DEFINITION OF THAT RED ELLIPSE SOMEWHERE WITH ALL THE, UH, ELEMENTS THAT DEFINE IT? UM, IT SEEMS LIKE WE NEED TO START BEING ABLE TO UNDERSTAND HOW THESE KIND OF GEOGRAPHIC THINGS FIT WITHIN THE ACTUAL, UH, NETWORK SYSTEM. WHAT I CAN TELL YOU IS ERCOT HAS VERY SPECIFIC NUMBERS UP HERE, SO ERCOT KNOWS EXACTLY WHAT'S IN EACH CIRCLE. HOW MUCH OF THAT THEY CAN SHARE WITH THE MARKET THOUGH IS ALWAYS, YOU KNOW, KIND OF QUESTIONABLE. AND THERE IS NO PROTOCOL OR OTHER BINDING REQUIREMENT TO DISCLOSE SOME OF THAT CURRENTLY. I'M PULLING BACK ON MY... I'M NOT THE LAWYER. I, I THINK THERE'S PROHIBITIONS. I MEAN - OKAY. THAT MAKES SENSE. THERE IS PROHIBITIONS. I THINK THERE'S PROHIBITIONS AGAINST, UH, INDIVIDUAL LOAD DATA BEING WIDELY... AND I'LL LET MY LARGE LOAD COMPONDRES TO CHIME IN ON WHAT, WHAT THE ACTUAL RULES THERE ARE. IS... ARE... BUT ARE THERE PROHIBITIONS ON THE NETWORK ELEMENTS THAT KIND OF DEFINE THAT? WELL, THEN YOU GET INTO THE WHOLE, UH, S - YOU KNOW, CRITICAL ENERGY INFRASTRUCTURE - OKAY. WEB THAT, YOU KNOW, SO YOU'RE NOT GONNA SEE A MAP PUT OUT WITH THOSE ELEMENTS BROADLY BECAUSE OF THAT, WOULD BE MY SPECULATION. I'M JUST TALKING, SOMEBODY WHO KNOWS SOMETHING SHOULD COME IN AND GIVE US REAL INFORMATION. WE SEE CONSTRAINT DEFINITIONS POSTED ALL THE TIME ON MIS. SO, LIKE, IT WOULD BE NO SECRET TO POST A CONSTRAINT DEFINITION. WE SEE THAT FOR THE IRLS. OKAY. AND, AND THESE, I MEAN, THESE ARE TIED TO THE, THE RED ONE IS TIED TO AN IROL, ISN'T IT? OKAY. THANKS, SETH. OKAY. ERIC? UH, ERIC GOFF DOWN IN THE CORNER. TO SETH'S POINT ABOUT THE PRICING IMPACT, UM, SP6 HAS THE REQUIREMENTS FOR CURTAILABILITY, UM, UNDER SP6 TO BE ADDED INTO THE, UH, RELIABILITY ADD - DEPLOYMENT PRICE ADDER. UM, WE HAVEN'T ACCOMPLISHED THAT YET, ALTHOUGH HOPEFULLY WE WILL AS WE DISCUSS THE SP6 CURTAILMENT PROCESS. UM, BUT I DON'T THINK THAT THIS IS AN SB6 CURTAILMENT. SO I, AND I DON'T THINK IT WOULD BE COVERED. SO IT'S AN, IT'S AN IMPORTANT GAP. WELL, IT WOULDN'T BE COVERED BY STATUTE, BUT IT COULD BE COVERED BY PROTOCOL. OH, YEAH. I, I AGREE. SO WHEN I SAY NOT COVERED, I MEAN NOT COVERED BY AN AMENDMENT TO FIX THE SP6 ISSUE. AND SO WHEN WE FIX THAT, WE SHOULD ALSO CONSIDER FIXING THIS. GOTCHA. IT'S NOT UNDER THE UMBRELLA OF SP6, SO IT'S, IT'S SOMETHING THAT WE HAVE TO - YES. FIGURE OUT. AND, AND THEN IN ADDITION TO THAT, UM, THERE'S THE QUESTION OF HOW IT INTERACTS WITH WHEN WE MAKE RDPAB LOCATIONAL, WHICH IS A PENDING QUESTION, BUT IT'S HIGHLY RELEVANT IN THE SITUATION. ABSOLUTELY. OKAY. OKAY. LET'S GO TO SHANE. YEAH. UH, SHANE THOMAS WITH SHELL. THANK YOU. UM, YEAH. SO THIS IS A LOT RELATED TO THE PIGURE 122 DISCUSSION THAT'S GONNA BE AT ROS THAT GOES KIND OF AROUND HOW THESE CIRCLES ARE DEFINED AND WHAT THE NUMBERS ARE LIMITING THEM. UM, SO I EXPECT A LOT OF THIS DISCUSSION TO CONTINUE THERE, UM, AT THE NEXT ROS MEETING, AND THEN MAYBE I'LL CONTINUE TO TALK. SO THE, THE WAY THAT THESE ARE IMPLEMENTED [02:10:01] AND, UM, THERE'S KIND OF TWO DIFFERENT FACTORS TO WHERE THESE ARE LIMITING FLOW IN REAL TIME, IF YOU WANNA THINK ABOUT IT THAT WAY. SO IF ERCOT SETS A LIMIT TO THE, THE SITE OR, LIKE, TO, UM, A TSP FOR, LIKE, THIS CHUNK OF THE 3200 MEGAWATTS, UM, THEY ARE NOT GOING TO BE PUTTING ANY KIND OF... AND THEN THAT TSP TELLS THE LOAD TO STAY BELOW IT, BUT THE LOAD WANTS TO BE ABOVE IT. THAT PART IS NOT GOING TO BE INCLUDED IN ANY SORT OF PRICING, UH, UH, PRICING FACTOR. BUT IF IN REAL TIME WE APPROACH THE LIMIT AND ERCOT INSTRUCTS THAT TSP TO LOWER BY X AMOUNT, THAT WILL BE IN THE RDPA. SO IT'S PART OF IT, PARTIALLY YES, PARTIALLY NO, I GUESS IS HOW IT'S, WHAT THE REALITY OF IT IS. AND BECAUSE THEY DON'T KNOW EXACTLY HOW MUCH THAT LOAD WANTS TO TURN ON BUT CAN'T. UM, BUT IN REAL TIME, IF WE'RE HITTING THE LIMIT, THEY WILL, UM, HAVE IT... THAT IS A KNOWN FACTOR, A KNOWN QUANTITY, AND THEY CAN PLUG THAT INTO RDPA. OKAY. THANKS, SHANE. LET'S GO TO, UH, LET'S GO TO KEITH FIRST. YEAH, THIS IS A FOLLOW-UP ON SETH'S QUESTION AND ERIC'S SORT OF RESPONSE. I, I THINK WE, WE AGREE IT'S NOT UNDER THE SENATE BILL SIX UMBRELLA. UH, I THINK THERE'S SOME NUANCE, UH, AND SO I THINK THIS IS ONE WHERE PHONING A COUPLE FRIENDS, THEY SAID, "MM, WE MAY HAVE TO GET BACK BECAUSE THERE'S SOME NUANCE TO THE, THE QUESTION." THANKS. I, I APPRECIATE THAT. THANKS. OKAY. NUANCE TO THE LEGAL QUESTION? N- NUANCE TO THE PRICING QUESTION. OKAY. OKAY. LET'S GO TO BRIAN. SO RELATED TO THE PRICING, UM, I, I'VE JUST BEEN THINKING ABOUT THIS IN TERMS OF, LIKE, HOW WE ACCOMMODATE THIS LIMIT INTO, UM, OUR, OUR LOAD FORECAST, BECAUSE IF YOU, IF YOU HAVE THIS RED LINE AS THE REAL CAP, OR WHAT'S GONNA BE ABLE TO BE ENERGIZED, UH, UH, ANYTHING IN THE BLUE BAR THAT GOES ABOVE THE RED LINE, UH, ISN'T REAL LOAD, UH, AND PROBABLY SHOULDN'T BE COUNTED IN, IN YOUR LOAD FORECAST. UM, SO JUST H- HOW, HOW THOSE THINGS INTERACT IS SOMETHING THAT, UH, I, I'VE GOT A BIG QUESTION MARK ABOUT. UH, KEITH, I SEE YOU WANNA RESPOND. TH- THERE ARE CHALLENGES UNDER... THERE'S, THERE'S A SENSE OF, YOU KNOW, HERE'S THE LOAD THAT HAS BEEN APPROVED TO, TO ENERGIZE, AND THERE IS A DISCONNECT BETWEEN THE AMOUNT OF THAT AND WHAT WE'RE SEEING, RIGHT, OPERATIONALLY. AND I THINK YOUR, YOUR QUESTION IS, CAN WE RECONCILE THE DIFFERENCE? IS THAT WHERE YOU'RE GOING? JUST TO MAKE SURE I UNDERSTAND. YEAH, IT'S, CAN WE RECONCILE IT? BUT, YOU KNOW, E- EVEN IF ALL OF THIS WASN'T SUBJECTED TO THE VRT REQUIREMENTS, UH, UM, TH- THAT'S, THAT'S WHAT YOU'RE TALKING ABOUT. I'M TALKING ABOUT THE STUFF THAT IS SUBJECTED TO THE VRT REQUIREMENTS. IT PROBABLY SHOULDN'T BE INCLUDED IN THE FORECAST BECAUSE YOU'RE NOT GONNA ALLOW IT TO ENERGIZE. I SEE WHAT YOU'RE SAYING. OKAY, THANKS FOR THE CLARIFICATION. JUST ONE, ONE THING I'LL POINT OUT TOO, BRIAN, IS THOSE DARK TEAL BARS ARE NOT GONNA GET MUCH TALLER, RIGHT? IT'S ALREADY, THIS IS WHAT'S BEEN APPROVED. WHAT IS LIKELY TO HAPPEN IS THOSE DARK TEAL BARS ARE GONNA START TO SH - GET SHORTER AS PEOPLE REALIZE WHAT IT REALLY MEANS TO BE CURTAILED 40, 50% OF THE TIME, BECAUSE THIS IS A PRE-CONTINGENCY CURTAILMENT. THERE ARE A LOT OF FOLKS THAT ONCE THEY BEGIN TO UNDERSTAND THAT ARE GONNA BE LOOKING TO INSTALL BATTERIES, WHICH GETS BACK TO LOAD SPONSORED GENERATION OR BRING YOUR OWN GENERATION. MATT WILL TALK ABOUT THAT A LITTLE BIT, I THINK, BUT THERE'S THE WHOLE DEAL ABOUT INSTALLING A BATTERY FOR VOLTAGE RIDE THROUGH AND MAKING SURE WE HAVE A STREAMLINED PROCESS TO BE ABLE TO DO THAT BECAUSE THAT'S HOW THEY WERE PLANNING ON SOLVING THE PROBLEM. AND WHEN THEY DO THAT, THOSE GREEN BARS GET SHORTER. SO HOPEFULLY THAT'S HELPFUL TO EVERYONE. OKAY. IS THERE ANY MORE DISCUSSION ON THIS ISSUE? BUT WE'LL CONTINUE TO DISCUSS IT HERE AND LLWG AND [02:15:01] ROSS. OKAY. GO AHEAD, BOB. YOU'RE DONE. I'M DONE. YEP. SO ARE THERE ANY OTHER QUESTIONS FOR BOB? OKAY. IT'S NOON. UM, MATT, HOW LONG DO YOU THINK YOUR PRESENTATION IS? WELL, I CAN MAKE IT REALLY FAST. UH, 10 MINUTES, IF YOU LET ME TALK AS FAST AS I CAN. I ACCIDENTALLY PUT 15 SLIDES IN, WHICH WAS NOT COOL. I WAS REALLY FRUSTRATED AFTER I POSTED THAT, BUT, UM, I WOULD SAY I'M REALLY HERE TO PROVIDE - YOU WERE FRUSTRATED WITH YOURSELF? YEAH, I WAS FRUSTRATED WITH MYSELF. LET'S BE HONEST. OKAY. UM, BUT THE, THE REAL ESSENCE OF IT WAS TO SAY THE TYPES OF THINGS WE'RE DOING, WE'RE NOT HERE TO SOLUTION TODAY. SO I CAN GIVE A KIND OF A 30,000 FOOT VIEW OF THE THINGS THAT WE'RE TACKLING, UM, AND HOW WE FIT IN WITH LOWG IN SOME CASES. SO 15 MINUTES IF YOU WANT IT. OKAY. UM, SO WE HAVE THIS, WE HAVE A CONVERSATION ON THE EACS. UM, WE HAVE THE, UH, OUR POLL ANNUAL REVIEW, THE UFLS, THE PORTAL. SO IF WE THINK THAT'S, ALL OF THOSE ARE GONNA TAKE LONGER THAN AN HOUR, WHICH THEY PROBABLY ARE, I WOULD SAY ORDER LUNCH NOW. AND THEN WE'LL BREAK FOR LUNCH IN 30 MINUTES, 45 MINUTES. CAN, CAN PEOPLE MULTITASK AND ORDER THEIR LUNCH WHILE LISTENING TO MATT? ALL RIGHT. GO, GO AHEAD, MATT. ORDER YOUR LUNCH. ALL RIGHT. THANKS FOR HAVING ME. SO, UM, THE COMPREHENSIVE TRANSMISSION PLANNING BATCH ONE PLUS, THIS WAS, UM, AT TAC, THERE WAS AGREEMENT WE'RE GONNA START THIS PROCESS. WE'VE HAD FOUR MEETINGS AND THERE'S STILL A WAYS TO GO. THANK HEAVENS WE'RE NOT TRYING TO GET ANYTHING TO THE FEBRUARY BOARD. UH, SO IN TERMS OF... JUST A REMINDER, IT WAS HOW TO GET PLANNING AND BATCH TO PLAY NICE TOGETHER. WE RUN A VERY LARGE BATCH, LARGE LOAD PROCESS. BATCH ZERO IS KIND OF IN A, A HOLDING PATTERN RIGHT NOW TO EXECUTE IN PARALLEL TO ALL THE PLANNING ACTIVITIES. SO HOW DO WE FIT THOSE TOGETHER? THESE PILLARS THAT WE HAVE UP HERE IS THE IDEA OF WE STILL WANT BATCH TO RUN ONCE A YEAR. WE STILL WANT IT TO ALLOCATE FIVE YEARS OUT. WE STILL WANT IT TO BE A RELIABILITY STUDY THAT RUN ON THE COMMITTED LOADS, NOT ON THE WHAT MIGHT OCCUR LOADS. UH, TRANSPARENCY FOR ALL. WE DO WANNA INCREASE TRANSPARENCY. THERE'S A LOT OF WIRES TO BE BUILT IN THIS TYPE OF PROCESS, SO TO HAVE TRANSPARENCY OUT THERE SOONER AND LONGER. AND THEN TARGETING PROJECT ALTERNATIVES IS DO WE... WE DON'T NEED TO STUDY ALL WIRES WITH ALTERNATIVES NECESSARILY, SO WHAT DOES THAT, UH, SUBSET LOOK LIKE? NEXT SLIDE. AND WHEN I WAS ATTACKED LAST TIME, THE GRAPHIC THAT'S GONNA COME UP WAS THE IDEA OF WHAT DOES IT LOOK LIKE AS A END-TO-END PROCESS? AND THE IDEA WAS TO TAKE A SNAPSHOT OF THE FUTURE TOPOLOGY, THE BLACK DIAMONDS ON THE LEFT, THINK OF IT AS WIRES, FUTURE GEN, FUTURE LOAD, AND YOU RUN A STUDY. AND THE IDEA WAS TO FEED INTO THE BATCH PROCESS, COMMIT, AND THEN RUN THE RELIABILITY STUDIES. THE NEXT SLIDE, WE'VE PIVOTED TO A DIFFERENT VIEW, WHICH IS MORE DETAILED AND YOU'RE NOT GONNA BE ABLE TO READ IT UNLESS YOU HAVE SUPERMAN VISION, IS TO GO AHEAD AND RUN BATCH ON AN EXISTING MODEL ON THE LEFT SIDE. OH, GOSH, RIGHT? I MEAN, WE COULD SPEND ALL DAY ON THIS STUFF. CONSIDER THE BATCH STUDY AS IT IS TODAY, KIND OF BATCH ZERO. WE RUN ON A NETWORK WITH FUTURE GENERATION, POTENTIAL LARGE LOADS, AND THEN AS IT FINISHES IN THE MIDDLE THERE, IN MONTH SEVEN AND MONTH EIGHT IS A COMMITMENT WINDOW. THAT'S THE 60-DAY ARE YOU IN OR YOUR OUT WINDOW. IN PARALLEL TO THAT, WE'RE FINISHING A MODEL TO THEN PAIR UP WITH THOSE NEW COMMITTED LARGE LOADS TO FEED INTO THE GREEN RELIABILITY STUDIES ON THE RIGHT. SO THINK OF IT AS YOU RUN BATCH AND THEN YOU SHARPEN THAT MODEL, GET RID OF THE PHANTOM LOAD, SO YOU GO FROM A 300 GIG SYSTEM TO MAYBE A 225 GIG SYSTEM FOR THE RELIABILITY STUDY ON THE BOTTOM RIGHT. UH, RPG WILL LIVE ON. IT WILL NOT ADDRESS LARGE LOADS SPECIFICALLY, BUT RPG, UH, WILL STILL HAVE INTAKE PROCESSES OF DIFFERENT TYPES OF PROJECTS. NEXT SLIDE. THE HARD THING OF THIS IS WHAT DOES IT LOOK LIKE TO GET TO A YEAR END OVER END PROCESS? IF WE WANNA DO EVERYTHING ONCE A YEAR, BUT IT TAKES T - YOU KNOW, 18 TO 20 MONTHS, HOW DO WE DO IT? AND SO WE SHARED AT THE WORKSHOP, WE SPENT A LOT OF TIME ON THIS ONE. YOU TAKE THAT, UM, BATCH PROCESS AGAIN. IT'S EASY TO START A BATCH AND THEN YOU GET TO THE COMMITMENT AND THEN GET TO THE RELIABILITY STUDY, BUT THEN PARTWAY THROUGH THE RELIABILITY STUDY, YOU NEED TO START ANOTHER BATCH. SO THIS IS ONE OF THE, UH, WHAT DO YOU CALL [02:20:01] IT? AREAS THAT WE'RE GONNA TRY TO SHARPEN IN THE NEXT WORKSHOP OF WHAT KIND OF TOPOLOGY DO YOU HAVE IN THAT STATE OF BEING IN THE RELIABILITY. SO AGAIN, YOU'VE GONE FROM A 300 GIG SYSTEM WITH BATCH PROJECTS TO A 250 GIG SYSTEM AND YOU'RE REFINING THOSE PROJECTS. HOW DO THOSE WIRES FIT INTO THAT NEXT BATCH STUDY? WHAT DO YOU HAVE OR NOT HAVE IN TERMS OF PLACEHOLDERS AND/OR ACTIONABLE PLANS? SO THAT'S WHERE A RUB IS RIGHT NOW. UH, AND THEN YOU START RUNNING THE NEXT, NEXT BATCH STUDY AND SO FORTH. UH, SO HOPEFULLY THAT HELPS KIND OF GET A CADENCE OF WHAT THIS WOULD LOOK LIKE IN THE FUTURE, BECAUSE IF YOU PUT END TO END, YOU'RE GONNA SAY, "THIS DOESN'T WORK. THIS IS THE WAY TO GET IT TO WORK." UH, NEXT SLIDE. I CAN'T PRE-READ IT. I DON'T HAVE IT IN MY BRAIN HERE. IT SAYS... THANKS FOR DOING THIS, BRITTANY, BY THE WAY. SORRY ABOUT THAT. LAG. SO WE HAD A... THE MOST RECENT WORKSHOPS, WE HAD A PAIRING. IT WAS A WORKSHOP 3A AND 3B. SO THE CTP WORKSHOP FOR PLANNING PURPOSES, THINK OF THIS AS WE BROKE UP THE BATCH MECHANICS AND THE PLANNING MECHANICS TO KIND OF GET DIFFERENT... EVERYONE'S STILL COMING TO MOST OF THE MEETINGS, BUT IT'S TO REALLY FOCUS IN ON THIS. SO IN TERMS OF HOW TO STUDY THINGS, WE WALKED THROUGH ON THE LEFT SIDE THAT 20-MONTH TIMELINE I SHOWED YOU, PROPOSED DESIGN CHOICES. WE'RE TRYING TO GET TO WHERE ARE THEIR CONSENSUS ITEMS SO WE CAN START DEVELOPING REVISIONS WHILE WE STILL, YOU KNOW, ENGAGE ON ALL THE OTHER THINGS. YOU KNOW, ONE TOPIC THAT CAME UP ON THE RIGHT SIDE IS BINDING LOAD COMMISSIONING PLANS. IF YOU RUN A STUDY, A RELIABILITY STUDY, AND YOU HAD A PROJECT THAT IS NOW DOWNSIZING, HOW DO YOU MAKE SURE THAT YOU MAINTAIN THAT LOAD COMMISSION THAT WAS AWARDED IN THE BATCH? SO, UM, THE BEST WAY TO SAY THAT IS IF ERCOT SEES THAT COMMITMENT, IT WILL BE MODELED IN AS FIRM LOAD, FOR LACK OF A BETTER TERM, IN ALL FUTURE STUDIES. SO EVEN IF WE'RE REFINING THE MODELS TO BE SMALLER FOR A 250 GIG SYSTEM, IT WILL RESPECT ALL COMMISSIONINGS, ALL LOAD RAMPS, UH, THAT ARE PLANNED FOR. UH, SO ALSO ACCELERATING PROJECT EXECUTION. 20 MONTHS IS A LONG TIME. ARE THERE ANY OFF RAMPS FOR PROJECTS TO MOVE FORWARD SOONER? UH, AND THEN ON THE RPG 2.0 TYPE REVIEW, IT'S WHAT DOES IT LOOK LIKE TO STANDARDIZE WHAT GOES INTO THOSE STUDIES AND WHAT DON'T? AND THEN CASES OF MODEL BUILDING IS HOW DO WE STANDARDIZE MODELS, UM, AND REALIGN THOSE? NEXT SLIDE. AND AGAIN, THOSE ARE MORE OPEN-ENDED QUESTIONS THAN THEY ARE RESULTS AT THIS POINT, AND WE'RE HALFWAY THROUGH THE DECK. CONGRATULATIONS. NEXT ONE. OKAY, SO THIS IS ONE THING WE'RE NOT NECESSARILY FULLY REVISITING TIER ONE, TIER TWO, TIER THREE, TIER FOUR, BUT WHAT WE ARE TRYING TO DO IS TEASE OUT... NUMBER ONE, WE WANT TRANSPARENCY FOR ALL PROJECTS, BATCH, RELIABILITY, WHATEVER IT IS. AS WE GET INTO THE RELIABILITY STUDIES, IT'S GONNA BE AFTER COMMITMENT, WHAT THINGS GO THROUGH ALTERNATIVE ANALYSIS VERSUS WHAT THINGS HAVE TRANSPARENCY BUT THEN MOVE ON. SO WE TRIED TO BREAK THIS UP TO SAY, IF YOU LOOK AT THE TOP LEFT CRITERIA, YOU KNOW, IF THERE'S A CCN NEEDED FOR THAT PROJECT, THEN IT'S GONNA NEED AN ALTERNATIVE, PERIOD. LIKE THAT'S ESTABLISHED. WHAT ABOUT COST? WELL, IF IT'S GREATER THAN 200 MILLION, UM, MAYBE IT'S A, A EITHER OR. WHAT IF IT'S... I'LL TAKE, PICK ON THE MIDDLE ONE. WHAT IF IT'S GREATER THAN 200 MILLION, BUT IT'S LOCAL AND IT'S LESS THAN 345? SO WE'RE TRYING TO TAKE THESE DECISIONS TO THE GROUP TO SAY, WHERE DO WE THINK THAT THERE SHOULD BE ABSOLUTES IN WHAT HAS TO BE, UH, HAVE AN ALTERNATIVE VERSUS WHAT ARE ONES THAT ERCOT COULD EXECUTE DISCRETION ON? SO MAYBE IT CAN BE THAT MIDDLE DISCRETIONARY ONE. IT'S NO CCN, IT'S LESS THAN 200 MILLION. IT IS REGIONAL, SO IT MAY CROSS OVER INTO OTHER TERRITORIES, AND IT'S LESS THAN 345. ERCOT WOULD BRING THAT FORWARD IF NEEDED FOR ALTERNATIVES, BUT MAYBE IT WOULDN'T. UM, AND AGAIN, THOSE ARE... AND THEN THE BOTTOM IS THE TIER THREE, TIER FOUR IS HOW THOSE THINGS KEEP MOVING THROUGH. SO THAT'S JUST ONE ELEMENT OF DISCUSSION. NEXT SLIDE. HOW TO READ ALL THIS. UM, SO AREAS OF AGREEMENT, UH, THE IDEA... THE COMMISSION IS WORKING ON A STANDARD LOAD, LARGE LOAD INTERCONNECTION AGREEMENT. PEOPLE HAVE SAID, "WELL, WHAT ABOUT THE INTERMEDIATE AGREEMENTS?" OUR UNDERSTANDING IS THERE IS NOT ONE, BUT WHAT THE COMMISSION'S DEVELOPING WOULD BE A GREAT TEMPLATE FOR PEOPLE TO USE, ERCOT-WIDE, AS A GOOD INTERMEDIATE FORM, UH, FOR WIRES AND LARGE LOADS TO USE. UM, BATCH ONE, PEOPLE HAVE ASKED... UH, I THINK THERE'S CONSENSUS ON THIS, IS HOW DO YOU ROLL FROM ONE BATCH INTO THE NEXT? AND REALLY, ONCE YOU GET TO THE NEXT BATCH, ALL PROJECTS ARE CREATED EQUAL. THERE'S NOT A, "I WAS HERE FIRST. I WAS OUT OF BATCH ZERO. I'M IN NOW." UM, THAT'S LEVEL SET. UH, THE CARRYOVER BETWEEN, AND THEN LARGE LOAD PORTAL. UH, WE'VE HEARD [02:25:01] LOUD AND CLEAR, THERE'S A LOT OF AGREEMENT ABOUT THIS, IS LET'S NOT DO EMAILS ANYMORE. LET'S GET THAT BUILT UP. AND I HAVE A SCREENSHOT OF THAT IN A MINUTE. BUT THEN WE HAVE THE OPEN QUESTIONS, THIS BYOG THAT BOB TALKED ABOUT. SURVEY AFTER SURVEY, WE'RE TRYING TO RUN. WE'RE TRYING TO DO A TRIAGE OF THE, YOU KNOW, 20, UH, BYOG IDEAS RIGHT NOW. UH, THAT'S NUMBER ONE. UH, NUMBER TWO IS REPORTING. PEOPLE HAVE SAID, "WHY DON'T WE HAVE THE LARGE LOADS HAVE A LINE-BY-LINE REPORTING PROCESS, JUST LIKE THE GENERATION INTERCONNECT? SHOULD WE PUBLISH LOADS, COUNTIES, MEGAWATTS, AND COMPANY NAME TYPE STUFF?" SO THAT'S KIND OF A QUESTION. UM, BYOG FOR BATTERIES, I WON'T GO INTO MUCH MORE DETAIL, BUT BOB, UH, TEASED THIS OUT. IF SOMEONE BRINGS A BATTERY AND THEY JUST WANT IT FOR VOLTAGE RIDE THROUGH, WHAT DOES THAT LOOK LIKE IN THE CONTEXT OF PLANNING OR, UM, OPERATIONAL? SO I SAID OPERATIONALLY. UH, OPERATIONS OP - UH, USE. AND SO CAN IT CARRY ANCILLARY SERVICES? CAN IT INJECT ENERGY? DOES IT STAY BEHIND THE GATE? AND IT JUST IS A SHOCK ABSORBER FOR ONLY VOLTAGE RIDE-THROUGH TYPE THINGS. SO THOSE ARE ISSUES WE'RE STILL TACKLING. UH, THE MEDIUM LOAD, WE TALKED ABOUT THOSE THRESHOLDS ARE MOVING AROUND, AND THEN THE BATCH ONE TIMING AND TRANSITIONS. AND NEXT SLIDE. ALL RIGHT, SO THIS IS A LOOK AT THE PORTAL. UH, BRITTANY, YOU CAN HIT FOR THE NEXT SLIDE. THIS IS THE EXTERNAL. THE IDEA IS ANYONE COULD LOG IN AND SEE THEIR PROJECT, AND YOU COULD DRILL INTO YOUR PROJECT AND SEE WHERE ARE MY CHECK BOXES? AM I MISSING ANYTHING? THIS IS THE BIG BLIND SPOT WE WENT THROUGH WITH THAT ZERO IS IF THE WIRES COMPANY GIVE ONE ANSWER, ERCOT GIVES ANOTHER ANSWER. NOW WE HAVE A COMMON SYSTEM OF RECORD, AND EVEN AS WE SPEAK, WE'RE TRYING TO CONVERT ALL OF OUR CURRENT TOOLS FOR LARGE LOADS INTO A LOAD, UM, REO-LIKE SYSTEM. SO WHAT WE USE FOR GENERATION IS REO. WE'RE MAKING ITS COUNTERPART LEO, THE LOAD SIDE, TO TRACK THINGS IN THE SAME WAY SO PEOPLE CAN LOG IN, WHETHER YOU'RE A WIRES COMPANY OR A LARGE LOAD AND SEE YOUR PROJECTS. NEXT SLIDE. AND THERE'S GREAT REJOICING ON THAT ELEMENT. SO THE EXISTING GIS REPORT, IT'S A LOT OF DETAILS. UH, AT THE WORKSHOP, UH, WE ASKED, DO PEOPLE WANT DETAILS? THERE ARE LARGE LOADS THAT SAY, "SHOW ALL MY STUFF. I DON'T CARE." AND THEN WE HAD OTHER LARGE LOADS START TO SAY, "MM, YOU REALLY SHOULDN'T BE SHOWING MY STUFF." SO I DON'T KNOW WHERE THIS GOES. IT'S NOT SO MUCH OF AN ERCOT THING. THE IDEA IS PROTOCOLS CAN GO BEYOND THE CONFIDENTIALITY PROTECTIONS, AND IF EVERYONE AGREES TO A DIFFERENT LEVEL OF DISCLOSURE FOR LARGE LOADS, THAT COULD BE CONSIDERED, BUT IT'S UNDER THIS FOGGY, YOU KNOW, PROTECTED CUSTOMER INFORMATION, AND IT'S JUST KIND OF STARTING TO SHARPEN OR PRESS INTO THAT TO SEE IF MORE GRANULARITY SHOULD BE ALLOWED IN THIS REALM OF THE LARGE LOAD FUTURE, OR IF IT SHOULD KIND OF BE, YOU KNOW, DISTANCED AND JUST POSTED IN AGGREGATE OR SOME SORT OF REDACTED FORM. SO WE'RE TRYING TO TACKLE THAT TOPIC ALSO. NEXT SLIDE. AND ON THE BYOG AND PCLR, IF YOU REMEMBER IN BATCH ZERO, THERE'S THE IDEA OF PLEASE FIND A WAY TO GET IN, BRING YOUR OWN GENERATION, WHICH WE DID WITH THAT WITHDRAWAL LIMITED PRIVATE USE NETWORK, AND PLEASE TRY TO GET IN FLEXIBLE LOADS. WE CAME UP WITH THIS IDEA OF A CLR THAT'S PROVISIONAL THAT THEY HAVE TO, IF THERE'S LOCAL CONGESTION, GO DOWN, USE LESS POWER. AND SO IT'S THE WHAT'S NEXT AFTER THAT. WE'VE USED DOTS TO SHOW WHAT THE... AFTER RUNNING A SURVEY, THE GREEN DOTS WERE NEAR TERM WINS THAT THE MARKET WOULD LIKE TO SEE. UH, THE BLUE WAS THE LONGER TERM ONES THAT THEY'RE WILLING TO WAIT ON BUT ARE IMPORTANT. AND SO THERE'S TWO OF THESE SLIDES. I'LL JUST HIGHLIGHT ON THE NEXT SLIDE ON SLIDE 13. THE STAKEHOLDERS DID COME FORWARD WITH SOME NEW IDEAS BEYOND THIS. UM, THIS WAS A, INITIALLY A CARRYOVER FROM BATCH ZERO AND, UM, WE HAD AGENTIC COME UP WITH ITEM 18 HAD FOUR DIFFERENT DESIGN ELEMENTS. UH, VISTRA, I THINK WAS THE NEXT ONE. I'M SORRY. UM, BASE POWER WAS THE NEXT ONE ON USING DURS, UH, TO COUNTER, TO HELP SERVE LARGE LOADS. THEN THERE'S THE IDEA OF AN AUCTION CAPACITY. SORRY, WOW. I'LL USE DIFFERENT WORDS. VISTRA BROUGHT FORWARD THE IDEA IF THERE IS LIMITED CAPACITY ON THE SYSTEM, SHOULD THERE BE A WAY FOR SOME BUYING AND SELLING AROUND THAT TO HELP A MARKET SOLUTION VIE FOR THOSE MEGAWATT SIGHTINGS? UH, AND THEN THE LAST ONE WAS, UM, IS THE ONE SLIDE AS NPR 1348, WHICH I HAVE A SLIDE ON. SO ONE OF THE SPONSORS OF THESE CONCEPTS WENT AHEAD AND FILED AN NPR. UH, WHILE WE'RE ATTEMPTING TO TRIAGE... WE CAN BE ON SLIDE 14. WHILE WE'RE ATTEMPTING TO TRIAGE THESE 21 ITEMS, UH, WE WENT AHEAD AND FILED COMMENTS, ERCOT DID, TO 1348, ACKNOWLEDGING IT'S IMPORTANT TO FIGURE THIS OUT. WE'RE ALSO TRYING TO TRIAGE THESE OTHER ITEMS AND WE WOULD ASK... THAT IT BE TABLED, [02:30:01] UH, WHILE THESE, WHILE WE TRY TO CLEAR THE BOARDS OVER THE NEXT ONE TO TWO MONTHS. SO ANYONE AND EVERYONE CAN SUBMIT AN NPR WHEN THEY WANT TO, BUT YOU'RE NOT GONNA HAVE ERCOT BANDWIDTH TO PRESS INTO BYOG AND PCLR OPTIONS RIGHT NOW. UM, AT THE END OF THIS, ERCOT WILL BRING BACK FROM THIS WORKSHOP THE THINGS THAT DID NOT SEEM TO FIT INTO BATCH. AND THEN THAT'S NOT AS AN ACTION ITEM FOR TACK. IT LOOKS LIKE YOUR PARKING LOT WAS GETTING CLEAR, SO WE DON'T WANNA ADD TO IT. BUT IT'S THE IDEA IS HERE'S LEFTOVER IDEAS THAT AREN'T GONNA MAKE IT. DO THEY NEED TO FIND A HOME OR LET PEOPLE FILE FOR ROS OR OTHER STAKEHOLDER GROUPS? AND MY LAST SLIDE IS OUR MEETING SCHEDULE IS WE'VE BEEN BREAKING UP INTO TWO, UM, THOSE SEPARATE BATCH AND CTP MEETINGS. SO WE HAVE ONE MORE OF THOSE IN NOVEMBER, A TWO CYCLE ON THOSE. THAT'S NOVEMBER 17TH AND 19TH. THAT'S A, MAKES TACK A SANDWICH. THAT'S THE TUESDAY AND THURSDAY TACKS IN THE MIDDLE. AND THEN WE'LL HAVE ANOTHER WORKSHOP IN DECEMBER. UH, OUR GOAL IS AT THOSE WORKSHOPS TO HAVE DRAFT REVISION LANGUAGE THAT'S READY, UH, ON CONSENSUS ITEMS, BUT WE'RE STILL NOT GONNA FILE A FULL NPR OR PIGR, UH, UNTIL PROBABLY CLOSER TO THE END OF THE YEAR. AGAIN, AND APRIL'S OUR APPROVAL TARGET FOR THE BOARD. NOT THAT WE GET EVERYTHING IN, BUT WE'LL SEE WHAT'S READY TO TAKE FORWARD AT THAT POINT. AND THAT'S THE UPDATE. ALL RIGHT, 15 MINUTES. OKAY. QUESTIONS FOR MATT. I SEE SHANE. YEAH. THANK YOU, SHANE THOMAS, MICHELLE. UM, THANKS. UH, I APPRECIATE ALL THE WORK THAT Y'ALL ARE DOING AND IT'S, I THINK WE'RE RUNNING UP HERE TO THE TIME WHERE IT'S ABOUT TO START BEING PUSHED THROUGH ALL THE STAKEHOLDER MEETINGS AND Y'ALL ARE, AND TAKING THE TIME TO SHARE THAT AND KEEP EVERYONE ON THE SAME PAGE IS, IS GONNA BE BENEFICIAL THERE. UM, I'M ALSO VERY EXCITED ABOUT YOUR SLIDE 11, THE GIS TYPE REPORT FOR LARGE LOADS. UM, IS THIS, WHAT'S ON THE THINKING AND THIS TIMING OF THIS ONE, IS THIS PLAN TO BE JUST PART OF THE, THE NORMAL PACKAGE? UM, I THINK THIS IS SOMETHING THAT'S VERY CRITICAL TO ALL MARKET PARTICIPANTS AND OUR ABILITY TO UNDERSTAND THE QUEUE AND UNDERSTAND THESE RESOURCES AND HOW THEY, THE TIMELINE OF THEIR ENERGIZATION AND BE ABLE TO MAKE DECISIONS, UM, LONG-TERM. UM, SO IF THERE'S ANY WAY THAT THIS PIECE CAN BE SEPARATED AND ACCELERATED, I THINK THERE'D BE A LOT OF SUPPORT FOR THAT. UM, IT SEEMS, YOU KNOW, THERE'S SOME WORK TO BE DONE POTENTIALLY WITH THE LARGE LOADS THEMSELVES ON WHAT THEY'RE WILLING TO PUT FORTH. BUT I, I WOULD IMAGINE THERE'S BE A LOT OF SUPPORT IN GENERAL IN THE STAKEHOLDER PROCESS FOR GETTING SOMETHING LIKE THIS THROUGH IN AN EXPEDITED FASHION. AND, AND SHANE, I'VE BEEN THINKING ABOUT THIS SINCE YOU LIKE MENTIONED THE LAST WORKSHOP. I'M HAPPY TO DECOUPLE THIS AND LET IT GO ON ITS OWN. LIKE WE CAN BAKE IT AND TRY TO GET IT OUT THE DOOR. IT'S A VERY POLITICAL AND CRITICAL AT THE SAME TIME AND I DON'T WANT TO SINK ANY OTHER, TO HOLD ANYTHING ELSE HOSTAGE. LET'S JUST DECOUPLE IT BECAUSE IT'S TR - IT'S MARKET TRANSPARENCY RATHER THAN MARKET DESIGN. SO, UM, WE COULD PROBABLY DO THAT AT THE NEXT WORKSHOP AND I'LL BRING THAT BACK TO TACK. SOUNDS GREAT. THANK YOU. THE ITEMS ON THIS WOULD NEED SORT OF INDIVIDUAL, OR SOME OF THEM WOULD NEED KIND OF INDIVIDUAL AGREEMENT THAT THEY'RE NOT PROTECTED INFORMATION. THAT'S THE TOUGH NUT TO CRACK. OKAY. SO WE'RE SEEING WHAT PEOPLE'S OPINIONS ARE, BUT THEN THERE'S LEGAL, THERE'S LAWSUITS, THERE'S OTHER THINGS FLYING AROUND. SO WE'RE NOT GONNA CONFLICT WITH THOSE, BUT WE ARE TRYING TO FIGURE OUT WHICH DATA IS CRITICAL AND WHICH ONE ARE THE MORE LEGAL ONES TO BE TACKLED. OKAY. OKAY. UH, LET'S GO TO KENT. THANKS, KENT WITHROW WITH CUSTOMIZED ENERGY SOLUTIONS. UM, MATT, ARE, JUST FOR THOSE DECEMBER WORKSHOPS OR THAT DECEMBER WORKSHOP, ARE YOU ALSO INTENDING TO SPLIT THAT INTO TWO DIFFERENT DAYS? AND DO YOU HAVE AN IDEA OF WHETHER THAT WILL BE CENTERED AROUND TACK AS WELL OR WHEN THOSE MIGHT BE? SORRY. I WAS HOPING TO MAKE IT ONE WORKSHOP JUST DUE TO THE HOLIDAYS THAT WE JUST TRY TO TAKE ONE DAY TO GET IN AND OUT INSTEAD OF PEPPERING PEOPLE'S CALENDARS. SORRY, I DON'T HAVE A PLAN FOR THAT. I'LL, I'LL LOOK TO GET THAT ON THE CALENDAR SOONER RATHER THAN LATER. OKAY. I LIKE IT BEING CLOSE TO TAC THOUGH. OH, SO BOTH, BOTH TOPICS IN ONE WORKSHOP? YES. SO GO BACK TO THE WAY WE HAD IT. YES. YEAH. OKAY. THANK YOU. YOU BET. OKAY. NED? MATT, YOU ARE DOING THE LORD'S WORK. UM, AND I SAID IT BEFORE, YOU'RE A GLUTTON FOR PUNISHMENT AND, UM, I, I THINK IT'S WORTH NOTING THAT THIS IS ACTUALLY PERHAPS A BIGGER LIFT THAN WHAT BATCH ZERO WAS IN A VERY SHORT PERIOD OF TIME, COMPARABLE PERIOD OF TIME BECAUSE WE'RE ALSO LOOKING AT THE WHOLE TRANSMISSION PLANNING PROCESS. AND I'M LOOKING TO OUR VICE CHAIR TO TO NOD IN, IN, IN AGREEMENT. SO THINKING THROUGH WHAT TAX LIFE WAS LIKE IN THE APRIL, MAY, JUNE TIMEFRAME, UM, I WANNA BE COGNIZANT OF, YOU KNOW, WHAT KIND OF PLANNING WE, WE MIGHT NEED TO BE, UM, THINKING OF OURSELVES FOR HELPING HIT THE TIMELINES [02:35:01] THAT YOU'VE LAID OUT AND, AND ALSO UNDERSTAND, YOU KNOW, HOW HARD IS APRIL AS, AS THE DEADLINE. YOU KNOW, I KNOW THAT THERE ARE, I, IF I RECALL IN THE WORKSHOPS, WE TALKED ABOUT TRYING TO SHOOT FOR A Q3 START FOR BATCH ONE. AND IS THAT, YOU KNOW, IS THAT NECESSARY TO HAVE THAT WORK OR IS THERE A FLEXIBILITY TO MOVE TO JUNE IF WE NEED BE OR JUNE BOARD IF NEED BE? OR DO WE NEED TO REALLY HIT APRIL IN ORDER TO HAVE THE, THE, THE MAKE READY WORK AHEAD OF THAT? YEAH. I, I THINK ERICA'S DEFINITELY OPEN TO WHAT, WHAT IS THE TRUCK THAT'S GONNA HIT US FIRST ON THE HIGHWAY. SO THERE IS ABOUT, IF WE'RE STARTING THIS THEN, LET'S BACK IT OUT. LET'S MAKE SURE THIS MOVES ALONG FASTER WHERE SOME MAY BE ABLE TO GO A LITTLE SLOWER. SO I THINK WE'RE OKAY WITH... IT'S NOT GONNA BE A BIG BANG AND ALL IN PICKER. I THINK IT'S GONNA BE MORE THAN ONE. SO WE CAN STAGGER THAT IF WE NEED TO. OKAY. YEP. ALL RIGHT. STAY TUNED. THANKS. OKAY. ANY OTHER QUESTIONS FOR MATT? I'M SORRY. THE LAST THING YOU SAID CONFUSED ME. MM-HMM. ME TOO. BUT MARTHA SAID IT WAS CLEAR, SO I WAS GONNA LET IT GO. YEAH. UH, UH, SO HERE YOU'VE GOT THIS DOTTED PURPLE LINE THAT SAYS 11 / 17 THROUGH THE 19TH REVIEW DRAFT REVISION LANGUAGE. AND THEN YOU SAID IT'S NOT GONNA BE JUST ONE PLANNING GUIDE. IT'S GONNA BE REVISION. IT'S GONNA BE MULTIPLE. SO HELP ME RECONCILE THAT, PLEASE. OKAY. I, I WOULD ENVISION THAT WE PROBABLY HAVE A BATCH RELATED ONE, PERIOD. I THINK THAT BATCH RELATED ONE NEEDS TO HIT THIS TIMELINE. SOME OF THE PLANNING MAY HAVE SOME FLEXIBILITY WHERE IT COULD WAIT ANOTHER MONTH OR TWO TO FINISH BAKING TO GET TO THE NEXT ONE. SO I THINK SOME THINGS CAN BE A BIT DELAYED OR STAGGERED BEHIND IT AND WE DON'T HAVE TO BE RIGID ABOUT IT, BUT I SEE MARTHA'S CARVE UP. GO AHEAD. YEAH, THANKS. MARTHA AND SMITH ENCORE. I WAS AGREEING WITH NED AND ALSO NOT ALONG WITH MATT BECAUSE THE WAY I SEE IT IS, IS ACTUALLY WHILE IT IS A LOT, I THINK SOME OF THE HARDEST ISSUES IN BATCH ZERO WERE AROUND THE QUALIFICATION PIECES. AND I DON'T THINK WE'LL HAVE TO WRESTLE WITH THAT IN THE SAME WAY FOR BATCH ONE. AND SO I KIND OF SEE A POSSIBILITY THAT THIS LOOKS REALLY ACHIEVABLE FOR THE BATCH ONE PIECE. HOWEVER, GIVEN THAT WE'RE ALSO OVERHAULING THE ENTIRE PLANNING PROCESS, THAT INTRODUCES A LOT MORE COMPLEXITY AND, YOU KNOW, HAS AN EFFECT ON NOT JUST THE ERCOT TPL ASSESSMENT, BUT ALSO ON, UM, ASSESSMENT PROCESSES THAT TSP U - TSPS USE, LIKE THE, THE REGIONAL PLANNING GROUP PROCESS. SO WHAT I KIND OF THINK I HEARD HIM SAYING IS THAT, UM, THERE MAY BE WAYS TO SEVER OFF PIECES OF THOSE BROAD TOPICS THAT DON'T NECESSARILY HAVE TO HIT THIS EXACT TIMELINE, BUT THERE SHOULD BE PARTS OF IT THAT, THAT CAN MAKE IT TO APRIL BOARD. YEAH. WE JUST DON'T NECESSARILY HAVE THE CUT LINES ON WHAT THOSE ARE YET. CORRECT. SO I WOULD HOPE THAT BY DECEMBER TECH, MAYBE WE HAVE, HERE'S WHERE CONSENSUS, THESE ARE THE THINGS WE'RE TRYING TO MOVE FASTER ON AND THESE ARE THINGS THAT MAY NEED TO GO ON A SLOWER BOAT. JUST TRYING TO BE PRACTICAL ABOUT IT. IF WE TRY TO BOIL THE OCEAN AND HAVE SOMETHING IN APRIL, I JUST DON'T KNOW HOW IT'LL WORK. JANUARY TECH. THERE'S NO DECEMBER TECH. THAT'S RIGHT. OH, GOOD. THAT MAKES IT EASIER FOR ME. UM, I MEAN, WE, WE CAN HAVE A TOUCH POINT IF NECESSARY, BUT... SO, OKAY. THAT NOW IT'S CLEAR. THANK YOU, MARTHA. UM, AND THANKS, THANKS, BRIAN. SO THE QUOTE UNQUOTE MATCH ONE PIGGER IS PROBABLY SOMETHING THAT NEEDS TO STICK TO THIS TIMELINE, BUT THERE WILL BE - SO BACK TO NED'S POINT, IF WE NEED EXTRA TIME - ONE OR MORE. OTHER PIGGERS, INCLUDING MULTI - ONE OR MULTIPLE TRANSMISSION PLANNING PIGGERS OR REVISION REQUESTS AND THOSE WE CAN, THERE MAY BE SOME WIGGLE ROOM ON THE TIME. I'M HOPING THERE'S A QUICK WIN ON PLANNING. LIKE WE'VE ALWAYS KNOWN THIS NEEDS TO CHANGE. LET'S GET THAT IN ALSO. BUT SOME OF THE LONGER TERM STUFF MAY GO PAST. OKAY. GO AHEAD, BILL. MATT, I WONDER IF YOU COULD SHARE A LITTLE BIT MORE ON THE PLAN ON THE, UH, 19TH ON THE ROLLOUT OF THE BYOG ENHANCEMENTS THAT ERCOT, UM, IS ESSENTIALLY GONNA, GONNA GO THROUGH AND EXPLAIN WHAT'S TECHNICALLY FEASIBLE. ARE THESE GONNA BE CONCEPTS? WILL THERE BE PROTOCOL LANGUAGE? UM - I'M SORRY. I'M GONNA DISAPPOINT YOU. UM, WE'RE JUST TRYING TO SAY WHAT MIGHT BE ACHIEVABLE IN THE SHORT TERM. WHAT'S THAT SUBSET LOOK LIKE? SO BATCH ONE TYPE FOCUS. IS THERE A NUM - ARE WE, YOU KNOW, IS LIKE 17 OR WHATEVER OUT THERE. ARE WE, SHOULD WE EXPECT, UH, FOUR OR TWO OR ONE OR FIVE OR... I'M JUST KINDA CURIOUS IF YOU - UH, IT'S... HAVE ANY PREVIEW FOR US. IT'S A WORK IN PROGRESS. THERE'S A LOT OF PEOPLE WITH THEIR... IT FEELS LIKE IT'S GONNA SAY, "HERE'S THE STUFF WE CAN'T DO, SO LET'S START TO MAKE THE WORLD SMALLER." OKAY. AND THEN MAYBE WE END UP WITH FOUR OR FIVE THINGS, BUT WE [02:40:01] STILL CAN'T DO FOUR OR FIVE THINGS FOR BATCH ONE. WHAT'S THE ONE OR TWO WE NEED TO DO IT? SO WE'RE TRYING TO NARROW THE CONE OF CERTAINTY. WE WILL NOT HAVE NEXT MONTH SAY, "THESE ARE THE ONES WE CAN DO FOR BATCH ONE, LET'S ROLL." IT'S, IT'S STILL MORE WORK TO BE DONE. OKAY. CAN WE GO TO THAT SLIDE 14? SO MATT, THE REQUEST IS ESSENTIALLY TO TABLE THE SEPARATE CONCEPTS WHILE ERCOT DOES THOSE DELIBERATIONS. AND THEN AT THE END OF THE, THE END OF WHATEVER PROCESS THAT WILL INCLUDE, YOU KNOW, BETWEEN ONE AND FOUR OF THE, THE CONCEPTS OR, OR HOWEVER MANY IN ERCOT'S, WE WILL GET A... TAC WILL GET A LIST. THAT'S NOT A TO-DO LIST FOR US, BUT IT WOULD BE THEN UP TO SOME STAKEHOLDER INITIATIVE TO CARRY FORWARD THOSE OTHER CONCEPTS. BUT ERCOT IS REQUESTING THAT THAT NOT HAPPEN UNTIL AFTER. YES. OKAY. RIGHT. OTHERWISE, WE'D HAVE A RUSH FOR EVERYONE TO FILE A BUNCH OF NPRS. AND SO IT WAS THE IDEA OF... YEAH. AND I, I THINK BOB TALKED ABOUT LLWG AS ANOTHER FORM. SO WE'VE BEEN BACK TO BACK WITH LLWG SO IT CAN BE ONE MEETING AND THEN THE NEXT ONE TO DISCUSS THE TOPICS. OKAY. OKAY, THAT'S HELPFUL. ANY OTHER QUESTIONS FOR MATT? ALL RIGHT. THANK YOU. THANK Y'ALL. WE ARE [11. ERCOT Reports] MOVING TO THE, UM, NPR 1264 VENDOR EVALUATION. UM, I BELIEVE CALVIN WILL SET THIS UP FOR US. YES, THANK YOU, CAITLIN. CALVIN OPIM, UH, ERCOT. SO NPR 1264 IS WHAT IT IMPLEMENTS AS AN ENERGY ATTRIBUTE CERTIFICATE TRADING PROGRAM. AND A UNIQUE PART OF IT IS IT REQUIRES A THIRD PARTY ADMINISTRATOR. ERCOT IS, WOULD BE THE ENTITY THAT'S PROVIDING THESE GENERATION VALUES TO THIS THIRD PARTY ADMINISTRATOR. SO THIS CREATED A UNIQUE CIRCUMSTANCE AT ERCOT WHERE WE DECIDED THE BEST APPROACH FORWARD IS ERCOT WOULD POST THE RFQ, EVALUATE ALL OF THE VENDORS THAT WERE PROVIDED USING THE SAME LENS THAT WE WOULD DO FOR A VENDOR THAT WE WOULD TRANSACT WITH DIRECTLY, BECAUSE IN THIS CASE, IT'S ERCOT'S NOT SIGNING, UH, ANY AGREEMENT WITH THIS THIRD PARTY ADMINISTRATOR, BUT WE STILL WANNA MAKE SURE THAT THEY WOULD PROTECT OUR DATA IN THE WAY THAT'S, UH, APPROPRIATE. ARE THEY FINANCIALLY VIABLE, CYBER, THINGS LIKE THAT. SO I WAS THINKING THAT TODAY, WHAT I WOULD BE ABLE TO SAY IS YES, ALL OF THE RESPONDENTS HAVE MADE IT THROUGH THE ERCOT VETTING PROCESS AND THAT WE COULD PROVIDE THIS LIST OF VENDORS TO TAC, WHERE TAC COULD THEN DETERMINE THE NEXT STEPS THAT WOULD BE USED TO EVEN - TO EVALUATE ANY OF THESE PROPOSED VENDORS. 'CAUSE AGAIN, ONCE ERCOT PROVIDES THE PROVO - THE PREFERRED VENDORS, ERCOT DOESN'T CARE WHICH ONE ON THAT LIST THE MARKET DECIDES TO GO WITH. UNFORTUNATELY, THERE'S STILL ONE THAT'S LINGERING IN THE APPROVAL PROCESS. A FAIR QUESTION IS WHEN WILL THAT BE DONE? I HONESTLY DON'T KNOW. IT COULD BE PRETTY QUICK. IT COULD BE A DAY OR IT COULD BE A COUPLE OF WEEKS. IT'S ONE LAST ITEM. IT'S A SOC AUDIT THAT NEEDS TO BE PROVIDED. SO WHAT I'M HERE TO DO IS TO TEE THIS UP FOR TAC, SO TAC CAN HAVE A DISCUSSION ON WHAT THEY WOULD LIKE THE VENDOR WORKSHOP TO LOOK LIKE. Y'ALL MAY NEED TO TALK ABOUT VENDOR SCORE SHEETS AND THINGS LIKE THAT. AND THAT'S THE EXTENT OF MY UPDATE. OKAY. THANK YOU, CALVIN. UM, LET'S GO TO ERIC GOFF. HI, ERIC GOFF ON BEHALF OF TEXAS ENERGY BUYERS ALLIANCE. WE SPONSORED NPR 1264. CALVIN, THANK YOU FOR THE UPDATE. UM, I'VE SPOKEN WITH, UM, CHAD, UM, AND, UM, ONE OF THE PUC COMMISSIONERS ABOUT THIS PROCESS AND, UM, THE... I THINK WHAT WE WOULD LIKE TO DO IS TO MAKE SURE THAT THE PROCESS THAT TAC FOLLOWS IS THE SAME PROCESS THAT TAC FOLLOWS IN ANY OTHER CIRCUMSTANCE WHERE WE'RE ADDRESSING A, A POLICY DECISION. UM, SO, UM, [02:45:01] TAC MAY HAVE PREFERENCES FOR ONE VENDOR OR THE OTHER, ASSUMING THAT WE END UP HAVING TWO VENDORS, UM, ON, UM, YOU KNOW, WHY ONE SET OF FUNCTIONALITY OR ONE TIMING OR WHATEVER OTHER, UH, RUBRIC FOR A DECISION MAKING THAT TAC WOULD USE TO MAKE A RECOMMENDATION TO ERCOT, UM, WHY ONE VENDOR OR ANOTHER WOULD COME OUT AHEAD IN THAT SELECTION PROCESS. AND JUST LIKE ANY OTHER DECISION, UM, TAC MEMBERS, YOU KNOW, HAVE, UH, COMMERCIAL INTERESTS, UM, A- AROUND THE DECISIONS THAT ARE MADE AT TAC, AND SO WE'LL HAVE TO, YOU KNOW, BE AWARE THAT THIS COMMERCIAL DECISION ALSO IS A CONTRACTING DECISION AND MAKE SURE THAT WE FOCUS ON THE POLICY REASON JUSTIFICATIONS FOR WHY WE E- END UP... WELL, WHY TAC ENDS UP PRO- PROPOSING ONE VENDOR OR ANOTHER VENDOR TO THE BOARD AND TO ERCOT. THE PROCESS LAID OUT IN 1264, UM, UH, INCLUDED THIS PROCESS BECAUSE WE WANTED TO MAKE SURE THAT THE VENDOR SELECTION WASN'T MERELY BASED ON CONTRACTING REQUIREMENTS, BUT ALSO BASED ON THE WAY THEY WOULD INTERACT WITH MARKET PARTICIPANTS, UM, AND THEIR CAPABILITIES. AND SO IN THE INTEREST OF, UH, BEING PRUDENT, WE... I PROPOSE SETTING UP THIS PROCESS WHERE TAC WOULD RECOMMEND, UH, AN ULTIMATE VENDOR BASED ON THOSE CRITERIA THAT YOU ESTABLISH AS A BODY. SO HOPEFULLY, WE'LL BE ABLE TO HAVE A CALL BETWEEN THIS MEETING AND THE NEXT TAC MEETING THAT COULD BE A TAC HOSTED CALL. UM, I'D BE HAPPY TO SUGGEST QUESTIONS THAT TAC MEMBERS MIGHT WANNA ASK, BUT I'M SURE THAT YOU ALL HAVE YOUR OWN QUESTIONS TOO. UM, AND THEN AT THE NEXT TAC MEETING, UM, TAC LAYS OUT IN THE MOTION THE POLICY R- RATIONALE FOR SELECTING ONE VENDOR OVER ANOTHER. AND HAPPY TO ANSWER ANY QUESTIONS OR REFLECT ON THAT, BUT TRYING TO HAVE A F - A FAIR AND OPEN PROCESS, UM, THAT ULTIMATELY SERVES, SERVES A, A POLICY AND MARKET NEED. THANKS. OKAY. THANKS, ERIC. SO THIS MPRR THAT WE A- APPROVED, WHICH WAS, YOU KNOW, GREAT IDEA IN RETROSPECT, UM, DOES REQUIRE TAC TO MAKE A RECOMMENDATION, UM, AND THE BOARD TO DO THE FINAL SELECTION OF THE VENDOR. IT'S, IT'S A UNUSUAL TASK FOR US, UM, AS ERIC LAID OUT. SO I THINK, YOU KNOW, CAL- CALVIN JUST TOLD US ERCOT IS NOT DONE WITH THEIR EVALUATION, WHICH IS SORT OF NOT ON THE MERITS, RIGHT? IT'S JUST THE LEGAL AND SECURITY CLEARANCE. UM, BUT I THINK WE SHOULD STILL HAVE A DISCUSSION TODAY WITH THE GOAL OF FIGURING OUT HOW WE ARE GOING TO MAKE THE DISCUSSION. IS IT A WORKSHOP? IS IT A CALL? DO WE SEND IT TO TEMPORARY CHAIR, BILL BARNES? UM, AND, YOU KNOW, I, I THINK IT IS UNUSUAL. UM, I APPRECIATE WHAT YOU SAID, ERIC, ABOUT US GOING ABOUT THIS LIKE WE GO ABOUT ANY POLICY DIS - DECISION, UM, BUT IT, IT'S UNUSUAL FOR US, SO I THINK WE NEED TO THINK ABOUT HOW WE ARE GOING TO MAKE THE DECISION AND, AND THAT'S THE GOAL FOR TODAY. LET'S GO TO ERIC SCHUBERT. YES, CAITLIN, CAN YOU HEAR ME? YES. OKAY. I WANNA FOLLOW UP ON ERIC'S POINTS HERE. THIS IS, UH, IMPORTANT TO GOOGLE AND OTHERS BECAUSE IT IS, ONE, IS CONSISTENT WITH THE INTENT OF RETAIL DEREGULATION ERCOT BY OFFERING END USE CUSTOMERS A GREATER RANGE OF CHOICES IN THEIR POWER PURCHASES. AND WHAT DO I MEAN BY THAT? THIS WOULD ENCOURAGE THE DEVELOPMENT OF MORE CARBON-FREE BASED LOAD TECHNOLOGIES AND LONG DURATION ENERGY STORAGE IN ERCOT, SOMETHING THAT WE NEED VERY MUCH. AND SECONDLY, UM, IT WOULD GIVE COMPANIES LIKE GOOGLE MORE TOOLS TO MEET THEIR 24-HOUR CFE GOALS, AND THAT'S THINGS THAT WE AND OTHER FO - OTHER PARTIES ARE CONSIDERING. SO, UH, THIS IS AN IMPORTANT THING THAT WE GET THE POLICY RIGHT ASPECTS OF IT, AND I'LL, UH, DON'T HAVE ANY COMMENTS SPECIFICALLY ON WHETHER IT SHOULD BE A MEETING OR EMAIL, BUT IT NEEDS TO BE THOROUGH AND MAKE SURE THAT WE MEET THE POLICY GOALS HERE BECAUSE THEY ARE VERY IMPORTANT. THANK YOU. OKAY. UM, I HAVE A QUICK QUESTION FOR CALVIN. DID YOU... IF WE MISSED IT, UH, CAN YOU SAY AGAIN WHEN, WHEN ERCOT EXPECTS TO HAVE THAT EVALUATION COMPLETE? THAT I DON'T HAVE A FIRM ANSWER. OKAY. WE'RE JUST WAITING ON A DOCUMENT TO BE PROVIDED. COULD BE VERY FAST, COULD BE DELAYS. I DON'T KNOW. SO THEN HOW MANY VENDORS ARE THERE? I DIDN'T HEAR THAT EITHER. WE HAVE MORE THAN ONE VENDOR. LESS THAN 10? LESS THAN 10. LESS THAN THREE? MORE THAN ONE [02:50:01] AND LESS THAN THREE? YEAH. I, I'D GO FIVE. UH, YOU KNOW - I DON'T, I DON'T LIKE TO BE, YOU KNOW, EVASIVE, BUT I DON'T THINK IT'S PROPER UNTIL WE GET EVERYBODY VETTED TO ANNOUNCE AT THE SAME TIME. I THINK IT'S VERY - I SHOULD HAVE SAID FIVE. I THINK IT'S VERY FEW, BETH, BUT I, I'M GETTING AT THE TIMING IN WHICH WE WANNA MAKE THIS DECISION. I... IT SOUNDS LIKE WE MAY NOT BE ABLE TO... I, I DON'T KNOW. IT JUST SOUNDS LIKE WE CAN'T GET A COMMITMENT FROM ERCOT, AND I THINK, YOU KNOW, THE, THE COMMENTS WE'RE GETTING WITHOUT PUTTING WORDS IN, IN ERIC OR OTHER'S MOUTH, EITHER ERIC OR OTHER'S MOUTH, WE DID APPROVE THE CONCEPT ALREADY. SO I THINK THE COMMENTS ABOUT THE MERITS OF THIS ARE GOING TOWARDS, YOU KNOW, HOW MUCH URGENCY WE SHOULD TREAT - RIGHT. GETTING THIS APPROVAL WITH. I MEAN, NOT... WELL... OKAY. LET'S GO TO BRYN. BRYN BAKER WITH, WITH TIBA AS WELL. AND I JUST WANTED TO QUICKLY ADD ON TO THE COMMENTS OF ERIC AND ERIC AND, AND JUST PROVIDE A LITTLE BIT OF ADDITIONAL CONTEXT THAT SUBJECT TO ERCOT'S TIMELINES, THERE'S DEFINITELY STRONG INTEREST FROM, FROM WHAT WE'RE HEARING FROM A VARIETY OF MARKET PARTICIPANTS IN THIS PROGRAM AND TO TRY TO MOVE THE PROCESS ALONG AS E- EXPEDIENTLY AS POSSIBLE. THERE'S A NUMBER OF CONTRACTS THAT ARE BEING DISCUSSED AND NEGOTIATED SORT OF AS WE SPEAK AND BEING ABLE TO HAVE VISIBILITY AND THEN ULTIMATELY ACCESS TO AN EAC, IDEALLY IN Q1, IF THAT ENDS UP BEING POSSIBLE, IS SOMETHING THAT WE'RE GETTING QUESTIONS ABOUT FROM, FROM MULTIPLE DIFFERENT ANGLES. SO I JUST WANTED TO ADD THAT, UH, CONTEXT IN TERMS OF KIND OF WHERE SOME OF THE URGENCY FOR SPEED AND TIMELINESS IS, IS COMING FROM. UH, BUT CERTAINLY SUBJECT TO A, A TRANSPARENT AND TRUSTED PROCESS. THANKS. UH, ERICA, LET'S GO OVER TO YOU. PUT MY WMS CHAIR, TEMPORARY CHAIR HAT ON. OKAY. THE CHAIR HAT. UM, I'M SENSING - CAN WE, CAN WE GO TO STAFF FIRST? OH YEAH, ABSOLUTELY. YEAH. YOU MENTIONED THAT I TALKED TO ONE COMMISSIONERS, BUT WE HAVE FIVE COMMISSIONERS, SO IT'S READY - OF COURSE. OKAY. AND ALSO THIS IS REALLY IMPORTANT SINCE, UH, IT'S GONNA COME TO THE BOARD. IT HAS TO BE A VERY ROBUST, TRANSPARENT PROCESS. ERCOT HAS TO FIRST CONVINCE YOU THAT WHAT THEY DID IS READY, THEY FILTERED WHAT CRITERIA THEY ALREADY USE, SO YOU DON'T HAVE TO FOCUS ON THAT. BUT, UH, LIKE ANY PURCHASING, UH, IF THERE IS ANY TAG MEMBERS WHO ARE CONFLICTED, THEY SHOULD NOT VOTE ON IT. SO TAC LEADERSHIP SHOULD REALLY DEVELOP SOME BASIC, UH, RULES AROUND THIS SO THAT WHEN IT COMES TO THE BOARD, THERE IS REALLY NO QUESTIONS, NO IFS. THANK YOU. OKAY. GO, GO AHEAD. THANK YOU. GO AHEAD, BILL. I'M SENSING I MIGHT GET VOLUNTOLD TO, TO DO SOMETHING SOON. I THINK YOU ARE GONNA BE VOLUNTOLD TO DO THE PROCESS. SO ONE QUESTION I HAD FOR CALVIN IS ROUGHLY HOW MUCH TIME WOULD YOU NEED ON A AGENDA OF A SUBCOMMITTEE TO LAY OUT, UM, KIND OF THE EVALUATION, THE CHOICES? I, I DO AGREE WITH WHAT I'VE HEARD FROM BOTH ERIC'S AND BRYNN THAT HAVING THE USERS OF THE SYSTEM OR THE ONES THAT ARE GONNA, THAT ARE KINDA LINING UP TO TAKE ADVANTAGE OF THIS NEW, UH, CREDIT IS TO HAVE A, SOME, SOME SAY INTO THE VENDOR TO MAKE SURE IT'S, IT'S, YOU KNOW, USABLE FOR THE, THE PEOPLE THAT ARE PLANNING TO, TO USE IT. UM, JUST CURIOUS HOW LONG OF AN AGENDA ITEM THAT MIGHT BE DEFEATING MY GOAL OF HOPING TO CANCEL THE WMMS MEETING IN DECEMBER. IT SOUNDS LIKE THAT'S NOT GONNA HAPPEN, BUT WHAT, HOW LONG DO YOU THINK YOU WOULD NEED TO DO THIS? SO WHAT EXACTLY IS THE ASK? YEAH. I THINK IT - BILL, ARE YOU TALKING ABOUT THE VENDORS? I'M TALKING ABOUT WHAT ERIC IS SUGGESTING. I DON'T... MAYBE, ERIC, IF YOU HAVE SOME MORE THOUGHTS ON - I DO. PLEASE. GO, GO AHEAD, ERIC. SO, UM, YOU KNOW, IT... I, I HOPE THAT WHATEVER VENDORS HAVE RESPONDED, UM, ARE ABLE TO, YOU KNOW, PROVIDE THE BASIC FUNCTIONALITY, YOU KNOW, OTHERWISE THEY WOULDN'T HAVE RESPONDED TO THE RFQ. AND SO THERE MIGHT BE QUESTIONS AROUND TIMING OR METHODOLOGIES THAT, UH, WILL BE OF INTEREST TO TAC MEMBERS OR, OR OTHER THINGS ON A RUBRIC TO MAKE A DECISION. AND SO I THINK IT COULD CREATE SOME AMOUNT OF DISCUSSION THAT COULD TAKE A COUPLE OF HOURS. UM, HOPEFULLY IT WOULDN'T TAKE THAT LONG, BUT, UM, IF WE HAVE TO GET INTO THE NITTY-GRITTY AND COMPARE, YOU KNOW, DIFFERENT METHODOLOGIES, IT, IT MIGHT TAKE THAT LONG. AND IT SOUNDS LIKE THERE'S A THOUGHT THAT WMS MAY BE THE MORE APPROPRIATE VENUE TO HAVE THAT DISCUSSION VERSUS TAC. S- SO I THINK THERE'S TWO DISCUSSIONS. I THINK THE FIRST DISCUSSION IS WHAT, TO USE ERIC'S [02:55:01] WORD, WHAT THE RUBRIC IS. MM-HMM. BECAUSE IF YOU JUMP STRAIGHT TO THE SECOND DISCUSSION, YOU KNOW, YOU'RE NOT ASKING ALL THE VENDORS THE SAME QUESTIONS. WE'RE MORE TIRED AND ASKING LESS QUESTIONS THE SECOND TIME. OH, WE JUST LIKE THIS ONE BETTER. SO I THINK WE NEED TO GO INTO THAT EVALUATION SESSION WITH WHAT, WHAT ARE THE EIGHT TOPICS OR WHAT ARE THE EIGHT QUESTIONS? I WOULD LIKE THAT TO BE A WMS DISCUSSION. DOES THE, THE VALUATION OF THE ACTUAL VENDORS, I THINK THAT COULD BE A STANDALONE WORKSHOP. UM, BUT I, I WOULD LIKE TO DELEGATE FROM TAC TO WMS WHAT IS THE, THE RUBRIC. I'LL TAKE YOUR RECOMMENDATION UNDER CONSIDERATION. UH, I, I DO THINK THAT THIS DISCUS- DISCUSSION IS WORTH HAVING AND, UM, HAPPY TO ENTERTAIN ADDING IT TO A FUTURE WMS AGENDA. I THINK... I DON'T KNOW HOW LONG, YOU KNOW, I'M, I'M SURE ERIC, I'M SURE TIBA AND CBA WOULD BE WILLING TO DRAFT A, YOU KNOW, HERE, HERE'S WHAT WE THINK THE EIGHT SHOULD BE. UM, SO I, YOU KNOW, THAT M - POTENTIALLY COULD BE A HALF HOUR OR HOUR DISCUSSION. I DON'T, I DON'T KNOW. WE, WE'D BE HAPPY TO DO THAT. I'D WANNA MAKE SURE THAT, UM, IT WAS, YOU KNOW, EMPHASIZED, YOU, YOU USED THE WORD DRAFT, YOU KNOW, UL- ULTIMATELY, I THINK IT, THIS IS A STAKEHOLDER DECISION. YEAH. UM, AND SO, UM, WE'D BE HAPPY TO, YOU KNOW, LAY OUT A DRAFT FOR WMS TO, UH, PUT HOLES IN AND NEEDLE AND MODIFY. JUST SO BILL DOESN'T HAVE TO WRITE THE DRAFT HIMSELF. I MEAN, HE'S THE TEMPORARY CHAIR, SO, UH, YOU KNOW, I, I'D HATE TO ASK TOO MUCH. BUT, BUT I'M, YOU KNOW, I'M HAPPY FOR TAC, THE WORKSHOP TO, YOU KNOW - OKAY. WITH THE EVALUATION TO BE A TAC WORKSHOP OR A TAC MEETING IF WE NEED TO DO SOME KIND OF VOTE ON REFINE WITH THIS RUBRIC OR WHATEVER. GIVEN THAT WE DON'T KNOW WHEN WE'LL GET A RESPONSE TO THE QUESTION THAT CALVIN ASKED ONE OF THE VENDORS, IT MIGHT MAKE SENSE TO SCHEDULE SOMETHING FOR A TAC CALL CLOSER TO THE NEXT TAC, RATHER THAN CLOSER TO THIS TAC, SO THAT WAY THERE'S, IT'S MORE LIKELY THAT, UH, EVERYTHING WILL BE IN, IN ORDER BY THEN, UM, JUST TO GET IT ON PEOPLE'S CALENDARS. I THINK THERE'S THE POTENTIAL FOR THAT TO HAVE, UM, YOU KNOW, SOME GOOD ATTENDANCE, AND IT WOULD GIVE THE VENDORS A, A TARGET TO KNOW WHEN THEY HAVE TO BE PREPARED TO PUT THEIR BEST FOOT FORWARD. UM, SO IF WE CAN GET SOMETHING ON, ON THE CALENDAR, YOU KNOW, CLOSER TO THE NEXT TAC MEETING, BUT SO WITH STILL PLENTY OF TIME FOR TAC TO MAKE A DECISION, I THINK THAT WOULD BE HELPFUL. SO, SO THAT MEANS THIS WMS DISCUSSION IS OPEN AND SHUT AT NEXT WEEK'S WMS? UM, WE HAVE A DRAFT RUBRIC ALREADY IF YOU'RE NOT SURPRISED BY THAT, SO... NOT SURPRISED. YEAH. OKAY. OKAY, LET'S TAKE, LET'S TAKE SOME COMMENTS, BETH. YEAH, I THINK WE'RE, I THINK WE'RE FILTERING IN ON IT BECAUSE I, YOU KNOW, AS WE'RE TALKING HERE, AS IT STARTED, IT'S LIKE, "OH, OKAY, WE'RE IN AN EVALUATION, VENDOR EVALUATION PROCESS. ERCOT'S IN THE PROCESS OF PRE-QUALIFYING VENDORS." IT, IT, I THINK YOU ACTUALLY USE THOSE TERMS, CALVIN. SO THEY'RE PRE-QUALIFYING SOME SET OF, SOME HANDFUL OF, OF VENDORS. SO THEN WHAT ARE WE GOING TO EVALUATE THEM ON? THAT'S THE RUBRIC THAT WE CAN TALK ABOUT AT WMS WOULD SUGGEST THAT, UH, YOU KNOW, THOSE THAT ARE MOST INTERESTED IN HAVING THIS KIND OF SYSTEM ARE THE, ARE THE PLACE TO START WITH WHERE THAT RUBRIC COMES FROM. BUT THEN AT SOME POINT, THEN WE'RE, THERE'S GONNA BE... WE'RE PART OF... WE ARE THE EVALUATION TEAM, RIGHT? AND SO WE'VE GOTTA HAVE SOME SORT OF SESSION WITH VENDORS. WE, WE COLLECTIVE WE STAKEHOLDERS, WHETHER THAT'S TAC, WMS, OR JUST A RANDOM WORKSHOP OF MARKET PARTICIPANTS, UM, WE HAVE TO HAVE A SESSION WITH, WITH VENDORS. THERE'S, UH, JEFF RAISED THE QUESTION IN THE CHAT THAT I'LL JUST SAY OUT LOUD, "IS THAT A PUBLIC MEETING?" WHICH IS KIND OF AN AWKWARD WAY TO HAVE VENDOR, UH, EVALUATION. UM, BUT THIS IS A SYSTEM THAT NEEDS TO BE ABLE, YOU KNOW, AND VENDORS THAT NEED TO BE ABLE TO STAND UP TO THAT, THAT REQUIREMENT. SO, UM, WE GOT, WE GOT... THERE'S A, THERE'S A LOT HERE. AT FIRST, WE GOTTA DECIDE WHAT ARE THE CRITERIA ON WHICH WE WOULD, WE WANNA, UH, UH, WHAT ARE THE CRITERIA WITH WHICH WE WANT TO EVA - UH, JUDGE THESE POTENTIAL VENDORS? THAT SOUNDS LIKE A WMS DISCUSSION WITH A DRAFT, [03:00:01] SOME DRAFT HELP. YEAH. UM, I, I THINK IT HAS TO BE A PUBLIC, LIKE I DON'T THINK WE CAN HAVE A CLOSED TAC MEETING AND THEN I THINK IT'S WORKING WITH ERCOT TO SEE HOW MUCH INFORMATION CAN BE PROVIDED, WHAT NEEDS TO BE REDACTED. UM - YEAH. I MEAN, THAT'S THE AWKWARD PART OF PUTTING TAC IN THE, IN THE ROLE OF EVALUATOR, BUT HERE WE ARE. YEAH. ALL RIGHT, LET'S GO TO NED. UH, I THINK I HAD DIFFERENT QUESTIONS AT THE START OF THIS CONVERSATION THAN WHERE WE ARE NOW AS, AS BETH SAID, I THINK WE'RE FILTERING IN TOWARDS IT. UM, I DO LIKE THE IDEA OF, UH, AT LEAST SOME OPPORTUNITY TO GET, UM, LIKE OUR SMES THAT WILL ACTUALLY BE USING THE SYSTEM ON A DAY-TO-DAY BASIS TO, UM, BE ABLE TO WEIGH IN ON, YOU KNOW, WHAT THE RUBRIC, WHAT RUBRIC INPUTS THEY'RE LOOKING FOR. AND IT SOUNDS LIKE THAT'S GOING TO BE A DISCUSSION AT WMS NEXT WEEK. I, I, I THINK OUR, OUR, OUR CHAIR FOR LIFE HAS, UH, TAKEN IT INTO CONSIDERATION. SO, UM, I, I JUST WANNA BE ABLE TO LET THEM KNOW WHAT TO PLAN TO LISTEN INTO AND, AND TRY TO GET FEEDBACK FOR. IS THAT, THAT CORRECT? I'M HEARING THAT CORRECTLY. I THINK WE COULD SQUEEZE ERIC ONTO THE AGENDA. THANKS. PROBABLY OTHER UNDER BUS - UH, OTHER BUSINESS. OKAY. AND THEN, UM, IT SOUNDS LIKE THE SCORING OF THE RUBRIC IS A TACK DISCUSSION THAT IS EITHER A MEETING OR A CALL, AND I'M NOT QUITE SURE I UNDERSTAND THE DIFFERENCE BETWEEN THE TWO, BUT IT'S, YOU KNOW, TO BEST COMMENT, IT'S A, IT'S A TACT DECISION THAT WE HAVE TO COME UP WITH ONE WAY, SHAPE OR FORM. LIKE THE, THE ACTUAL EVALUATION? YEAH. SO THERE, THERE WILL BE THE ESTABLISHMENT OF THE RUBRIC AND THEN A, PRESUMABLY THIS WORKSHOP TO- TO USE THE RUBRIC. TO, TO, YEAH, GET THE PRESENTATIONS ON WHICH THE RUBRIC WILL BE SCORED, AND THEN IT WILL BE ON US TO ASSESS THE DIFFERENT SCORES ON THE RUBRIC CRITERIA. YEP. AND THEN, UM, YOU KNOW, BRYN MADE A GOOD POINT ABOUT THERE'S, YOU KNOW, THERE'S INTEREST IN, FOR MARKET PARTICIPANTS TO HAVE FUNCTIONALITY SOONER RATHER THAN LATER. AND SO, UM, IT'S HELPFUL TO UNDERSTAND AS WE'RE THINKING THROUGH THESE STEPS, HOW MUCH TIME IS ON THE BACK END TO IMPLEMENTATION AFTER SELECTION. SOUNDS LIKE A CRITERIA, AN EVALUATION CRITERIA. I THINK THAT'S ONE OF THE QUESTIONS, RIGHT? ALL RIGHT. IT, IT'S DEFINITELY PART OF THE RUBRIC. YEAH. AND IT SOUNDS LIKE WE'VE GOT A PLAN, SO MAYBE WE'VE CROSSED THE RUBRIC CON. IT'S NOT A HALLOWEEN PUN, I LIKE IT. I, I PULLED UP THE, I PULLED UP THE NPRR AND THE, I THINK THE KEY SECTION HERE IS THAT ERCOT WILL PROVIDE A LIST OF QUALIFIED THIRD PARTY ADMINISTRATORS TO MANAGE THE EAC PROGRAM TO ERCOT TAC. THE PREFERRED THIRD PARTY ADMINISTRATOR WILL BE RECOMMENDED BY TAC AND APPROVED BY THE BOARD. SO THAT'S, THAT'S WHAT OUR PROTOCOLS SAY. HOPEFULLY THE RUBRIC INCLUDES THINGS LIKE, UM, UM, YOU KNOW, NO AFFILIATION OR IDENTIFIED AFFILIATIONS WITH EXISTING MARKET PARTICIPANTS, THINGS LIKE THAT. YEAH. I, I WAS GONNA GET TO THAT. I DON'T, YOU KNOW, I DON'T THINK THAT'S BILL'S AREA OF EXPERTISE, RIGHT? LIKE WHAT ARE THE, UH, RELATED PARTY TRANSACTION POLICY? UM, SO THAT WE, WE MAY WANNA WORK WITH ERCOT LEGAL AND PUC STAFF. I, I THINK IN THAT CASE, WE WOULD JUST ASK THOSE TAC MEMBERS TO ABSTAIN FROM THE PROCESS. YEAH. RUBRIK IS WHAT? BUT WHO IS ALSO IMPORTANT QUESTION? WHO'S GONNA VOTE? RU- RUBRIC IS LIKE THE SUBSTANTIVE, YOU KNOW, IF THERE'S - I, I WOULD SAY EVALUATION CRITERIA IN A, YOU KNOW, IN A GOVERNMENTAL PROCUREMENT PROCESS. THAT'S HOW WE, THAT'S HOW IT WOULD BE USED. AND - I THINK PART OF THE QUESTION, PART OF THE ISSUE WOULD BE FROM ERCOT'S PERSPECTIVE, LAYING OUT HERE ARE THE THINGS WE ASKED AND THE ANSWERS THAT WE GOT. I DON'T KNOW HOW MUCH OF THAT IS PUB - YOU KNOW, CERTAINLY HERE ARE THE THINGS WE ASKED TO QUALIFY THESE CANDIDATES SHOULD BE AN IMPORTANT PART OF... WE SHOULD BE AWARE OF THAT. YEAH, AND WE COULD PROVIDE ALL OF THAT. YEAH. OKAY. UM, JEFF, I THINK THE, THE QUESTION WAS THE PUBLIC FORUM. UM, DO YOU, DO YOU WANNA ADD MORE TO THAT? I, I, I THINK THE TAC MEETINGS HAVE TO BE PUBLIC AND THEN WE JUST WORK WITH ERCOT LEGAL TO, YOU KNOW, WHAT NEEDS TO BE REDACTED GETS REDACTED. UH, [03:05:01] THANK YOU FOR THIS. UM, EXCUSE ME. THIS, UH, JEFF BERMAN FROM EXPANSIVE WHO, UH, GIVEN THAT THIS IS AN OPEN FORUM, UH, WE WERE ONE OF THE ENTITIES TO, UH, SUBMIT A PROPOSAL, UH, TO ERCOT. AND, AND YES, YOU KNOW, MY, MY QUESTION REALLY IS AROUND THE PROCESS AND, AND TO THE EXTENT THAT THIS WILL BE A PUBLIC PROCESS, UH, YOU KNOW, CONDUCTED VIA, YOU KNOW, A PUBLICLY AVAILABLE WEBEX OR, UM, OR WHETHER IT WILL BE WITH A MORE SELECT GROUP OF PRIVATE INDIVIDUALS WHO WOULD BE IDENTIFIED BEFOREHAND, JUST NOTING THE INEVITABLE COMPETITION CONCERNS THAT - YEAH. THAT WOULD ARISE WITH, WITH HOLDING THIS IN SUCH A PUBLIC FORUM. I, I'M LOOKING AT ERIC, YOU KNOW, WHO, WHO WROTE THE LANGUAGE. IT, SO THE, THE TAC MEETINGS SORT OF HAVE TO BE PUBLIC. YOU, YOU CAN SEE WHO THE TAC MEMBERS ARE NOW. UM, I, I UNDERSTAND THAT CONCERN, BUT THE, THE PROTOCOL LANGUAGE THAT WE APPROVED SAYS TAC MAKES THE, THE RECOMMENDATION. GO, IF YOU WANNA ADD ANYTHING, GO AHEAD, ERIC. UM, YEAH. I, I IMA - I IMAGINE WE'LL HAVE TO WORK, UM, WITH, UH, ERCOT ON THAT. IF THERE ARE ITEMS THAT ARE COMPETITIVELY SENSITIVE, FOR EXAMPLE, HYPOTHETICALLY, UM, YOU KNOW, THAT COULD BE, UM, REDACTED OR PROVIDED TO TAC MEMBERS, BUT NOT THE PUBLIC, BUT THEY COULD BE AWARE OF IT WHEN THEY DISC- DISCUSS. THERE'S A NUMBER OF WAYS TO DO IT. I THINK WE SHOULD ADD IT TO OUR LIST OF QUESTIONS TO ANSWER BEFORE WE HOLD, HOLD THE I - THE WORKSHOP. BUT IT WOULD BE HELPFUL TO HAVE AS MUCH AS POSSIBLE BE DISCUSSED IN A PUBLIC SETTING BECAUSE WE'LL HOPEFULLY BE MAKING A DECISION BASED ON, UH, POLICY OUTCOMES. OKAY. WE'RE, WE'RE GONNA HAVE A DISCUSSION WITH ERCOT LEGAL, SO WE MAY NOT BE ABLE TO GIVE FINAL ANSWERS TODAY. GREAT. UM, I, I, I EMPHASIZED WHEN I STARTED, UH, MY INITIAL CONVERSATIONS THAT IF WE ROOT THIS IN, UH, THE POLICY, UH, JUSTIFICATIONS THAT WE DO FOR EVERYTHING ELSE, UM, YOU KNOW, WE HAVE A CLEAR PROCESS TO AVOID, UH, ANY SORT OF ANTITRUST ISSUES OR OTHER LEGAL ISSUES THAT WE FOLLOW AS A BODY, UM, THAT WOULD BE APPLICABLE HERE. UM, AND, UM, YOU KNOW, WE ROUTINELY MAKE DECISIONS THAT HAVE COMMERCIAL IMPACTS ON TAC MEMBERS, WHICH IS PART OF THE REASON WHY WE, LIKE, VOCIFEROUSLY DEBATED THE ENTRY SERVICES METHODOLOGY, YOU KNOW, A FEW MONTHS AGO. UM, AND SO, UM, I, I WANNA JUST MAKE SURE THAT, UM, AS WE DISCUSS THIS, IT'S ALSO, YOU KNOW, IN THAT FRAME OF REFERENCE. AND I, I THINK WE'LL BE ABLE TO DO THAT WITHOUT ANY ISSUES, BUT I JUST, IT'S WORTH HIGHLIGHTING BECAUSE THERE'S A CONTRACT. OKAY. GO AHEAD, BRIAN. HOPING TO JUST WRAP THIS ONE UP. UH - OKAY. ERIC, I HEARD YOU SAY THAT YOU'RE GONNA FILE A DRAFT RUBRIC, AND YOU'RE GONNA DO THAT BEFORE THE WMS MEETING SO PEOPLE CAN SEE AND COMMENT AND BE PREPARED. YES. YES. AWESOME. THANK YOU. THE WMS MEETING'S IN A WEEK? UH, WE'LL GET IT TODAY OR TOMORROW AND, UH - FILE IT BY THE END OF THIS WEEK? YEAH. V- VERY, VERY QUICKLY. AND, AND, UH, WE'LL SEND IT TO BILL. WMS EXPLODER WOULD BE GREAT. WMS EXPLODER. OKAY. OKAY. BILL, ARE YOU GOOD? YES. YOU GUESS? OKAY. BILL, YOU SHOWED REAL LEADERSHIP. OKAY. ANY OTHER QUESTIONS OR COMMENTS ON THIS? I THINK WE HAVE A FEW TO-DOS ON, ON OUR END THOUGH, MAYBE TOO. WE'LL WORK WITH ERCOT LEGAL. OKAY. OKAY. THANKS, EVERYBODY. ALL RIGHT. WE ARE MOVING ON TO... WHAT'S THE NEXT ONE? ERCOT REPORTS. OKAY. THE ANNUAL REVIEW OF RESOURCE PLANNED OUTAGE LIMIT. HELLO. HEY. OKAY. HEY, EVERYBODY. I'M LUKE BUTLER, MANAGER OF RESOURCE FORECASTING AND ANALYSIS AT ERCOT. UH, YEAH, HERE TODAY TO TALK ABOUT, UH, [03:10:01] THE ANNUAL REVIEW OF THE RESOURCE PLANNED OUTAGE LIMIT, UH, FORMERLY KNOWN AS MDRPOC AND MAYBE FITTING FOR TODAY. I'VE HEARD THAT CALLED MURDERPALK BEFORE. UM, YOU KNOW, THIS ONE'S NOW ARPOL, MAYBE RPOL TO GEIST FOR TODAY. UM, BUT YEAH. SO LET'S JUST JUMP INTO IT. UM, WHAT I WILL SAY IS, UH, NEXT SLIDE, PLEASE. IS. OKAY, GOTCHA. UM, YEAH, THE REASON WE'RE HERE AND, AND WE, WE ARE REQUIRED TO COME AND TALK THROUGH TWO KEY ITEMS THAT ARE LAID OUT IN THE METHODOLOGY, UH, THAT ARE VERY, UH, SPECIFIC ON WHAT WE NEED TO PRESENT TO TAC. AND IT'S THESE TWO BULLET ITEMS BELOW, BUT THIS IS LISTED IN THE METHODOLOGY FOR, UH, RPOL AND JUST STATES THAT EVERY CALENDAR YEAR, ERCOT MUST COME AND PROVIDE THESE DATA POINTS TO TAC, UH, WHILE ALSO DISCUSSING THE METHODOLOGY. UH, SO BELOW ITEM ONE IS JUST THE AGGREGATED HOURS OF RESOURCE OUTAGES, INCLUDING PLAN OUTAGES, MAINTENANCE OUTAGES, AND FORCED OUTAGES IN THE PROCEEDING CALENDAR YEAR, WHICH IS PRETTY FACTUAL. I THINK A LOT OF YOU PROBABLY ALREADY HAVE THIS INFORMATION, MAYBE LOOK AT IT REGULARLY. UM, BUT ITEM TWO IS COMPARISON OF THE CALCULATED RPOL AND THE AGGREGATED HOURS OF THERMAL RESOURCE PLAN OUTAGES. UM, AND I THINK THIS ONE'S MORE INSIGHTFUL JUST TO GIVE US SOME MORE CONTEXT OF HOW RPOL IS GETTING FILLED, IF THERE'S SOME AREAS OF THE, THE LIMIT THAT LOOK TO BE MORE AVAILABLE FOR PLANNED OUTAGES, OR IF WE NEED TO THINK ABOUT, UH, ADJUSTING THE METHODOLOGY TO, TO, TO ALLOW FOR MORE ROOM IF NEEDED. UH, SO NEXT SLIDE, PLEASE. UM, SO, SO I'LL JUST LEAVE THIS HERE FOR A FEW SECONDS, MAYBE PAUSE TO SEE IF THERE'S ANY COMMENTS, UH, ON WHAT THIS DATA PRESENTS. UM, BUT LIKE I MENTIONED, THIS IS PURELY DATA-DRIVEN FACTUAL INFORMATION THAT WAS REQUIRED TO BE PRESENTED TO TAC. AND THEN NEXT SLIDE, IF NOT. SURE. UH, ON THOSE CHARTS ARE THE... I, I THINK I'M READING IT RIGHT. UH, ON THE CHARTS ON THE PREVIOUS SLIDE, ARE YOUR, IS YOUR LEGEND CORRECT? UM, MAYBE I'M NOT SEEING IT CORRECTLY. I SEE BRIGHT BLUE PLANNED OUTAGE AND ALL THAT GREEN IS FORCED OUTAGE. IS THAT RIGHT? YES. AND IN TERMS OF FORCED OUTAGE, THE, UM, THAT, THAT, THE REASON THAT LOOKS LIKE THAT A LOT OF THE TIMES IS ONCE A PLANNED OUTAGE IS EXTENDED, IT'S THEN CLASSIFIED AS FORCED. UM, BUT ALSO NOTE THAT THIS IS, UH, CAPACITY DRIVEN FOR THINGS LIKE RENEWABLES AS WELL. OKAY. SO IT'S FULL CAPACITY. YEAH. ALL RE - AND IT'S, AND, AND IT'S NOT SEGREGATED BY NON-IRRS. IRRS ARE IN THE TOP. OKAY. I'M WITH YOU NOW. AND WHAT I SEE IS LIKE NO MAINTENANCE OUTAGE. YEAH. IN TERMS OF THAT CLASSIFICATION. YEAH. OKAY, NEXT SLIDE, PLEASE. OKAY. AND THIS, AND SO JUST, I GUESS ONE THING I'LL SAY BEFORE I KIND OF GET INTO SOME OF THIS TOO, BECAUSE IT'S KIND OF, UM, A, A KEY POINT IS IN 2025, REALLY LATE 2024, THERE WAS A LOT OF DISCUSSION ON THE, THE METHODOLOGY, UH, THAT WAS IN PLACE AT THAT TIME, WHICH WAS DETERMINISTIC BASED, AS WELL AS A LOT OF OTHER CHANGES THAT EVENTUALLY MADE IT INTO THE CALCULATION FOR RPOL. SO THAT WAS IMPLEMENTED MIDWAY THROUGH 2025 IN JULY. UH, ONE OF THE THINGS THAT CHANGED WAS, UM, SETTING A FLOOR, SO AT LEAST SOME AMOUNT OF PLANNED OUTAGES THAT WOULD BE ALLOWED IN SUMMER. SO IF YOU LOOK AT KIND OF MID-JULY, YOU CAN SEE THERE'S A BUMP UP THERE, THAT'S THAT INDICATION OF THAT INCREASE. UM, THERE WAS ALSO SOME SMOOTHING TO THE RPOL THAT'S CALCULATED. SO IF YOU LOOK AT MARCH, THERE'S A SUDDEN INCREASE THAT LEADS INTO KIND OF THAT SPRING OUTAGE WINDOW. UM, IF YOU WERE TO LOOK AT RPOL NOW FOR NEXT MARCH, IT'S MUCH MORE GRADUAL. STILL, STILL SHARP RELATIVE TO SOME OF THE OTHER PERIODS, BUT IT'S NOT AS STEEP AS THAT LOOKS. UM, SO THINGS THAT POP OUT ON THIS GRAPH RIGHT IS WE DO SEE SOME EXCEEDANCES, AND THERE'S A COUPLE REASONS WHY THAT CAN HAPPEN. SO RPOL IS UPDATED, UM, WELL, PRIOR TO JULY, IT WAS UPDATED TWICE MONTHLY, UM, WHICH CAN INCLUDE GOING UP OR DOWN BASED OFF OF THE INPUTS THAT GO INTO THE CALCULATION. UH, SO SOMETIMES THEIR LIMIT IS, YOU KNOW, MAYBE SOMETHING THAT'S HIGHER RELATIVE TO A FUTURE UPDATE. IF THEIR PLANNED OUTAGES ARE ACCEPTED AND APPROVED AND THE LIMIT DROPS IN A LATER UPDATE, THOSE OUTAGES REMAIN IN PLACE. UM, SO THAT, YOU KNOW, THAT'S ONE OF THE REASONS YOU CAN SEE THAT. ANOTHER ONE IS OBVIOUSLY, YOU KNOW, YOU HAVE PLANNED OUTAGES THAT MUST BE SUBMITTED BELOW THE LIMIT, BUT IF THEY ARE EXTENDED, NOW YOU'RE STACKING OUTAGES ON TOP OF EACH OTHER. AND THAT'S KIND OF WHAT THIS GRAPH TRIES TO SHOW WITH THE, THE DISTINCT TRENDS THAT ARE ON HERE. SO YOU HAVE, UM, PLANNED OUTAGES IN GRAY, AND THEN YOU HAVE IN GREEN [03:15:01] THE EXTENDED PLANNED OUTAGES. AND SO WHAT WE'RE SHOWING HERE IS PLANNED PLUS EXTENDED LEAD TO THAT DARK BLUE LINE, WHICH I THINK IS A, YOU KNOW, SOMETHING WE TRY TO CAPTURE WHEN WE'RE CALCULATING THIS LIMIT AS WELL. WE'D LIKE THAT TO BE BELOW, UM, THE RPOL. UM, O- OTHER THINGS TO CALL OUT THOUGH AND KIND OF IN THE KEY TAKEAWAY, UH, JUST GETTING INTO WHY THAT STATEMENT WAS MADE THAT RPOL, UH, PROVIDES SUFFICIENT OUTAGE WINDOW TO SUPPORT 2025 PLAN OUTAGES. UM, IF YOU LOOK AT THE GRAPH, I THINK ONE, ONE KEY, UH, I- IF YOU WERE TO LOOK AT IT AND YOU SAW THAT IT WAS COMPLETELY FILLED, THAT'S ONE ARGUMENT THAT IT'S NOT PROVIDING SUFFICIENT OUTAGE CAPACITY. UM, WE DO SEE THAT THERE IS SPACE WITHIN THIS RPOL THAT'S CURRENTLY PRODUCED. UM, SO I DON'T, I'M HAPPY TO TAKE ANY QUESTIONS AT THIS POINT IF IT'S ABOUT THIS SPECIFICALLY. UM, THE NEXT FEW SLIDES JUST KINDA GO INTO A LITTLE MORE DETAIL ABOUT THE METHODOLOGY CHANGES AND HOW WE'RE THINKING ABOUT NEXT STEPS. BRIAN, IS YOUR QUESTION ABOUT THIS? IT IS, AND IT'S ALSO JUST DISAGREEMENT WITH THIS DECLARATORY STATEMENT THAT IT'S PROVIDING SUFFICIENT OUTAGE WINDOW. UH, YOU CAN SEE, JUST LOOK AT THE, UH, UH, THE, IN DECEMBER, THE BLUE LINE DIPS DOWN, BUT YOU CAN SEE THAT THERE ARE OUTAGE EXTENSIONS, I IMAGINE, THAT ARE GOING BEYOND WHAT THAT LIMIT IS. IT KINDA SHOWS THAT, UH, THE RPOL ISN'T PROVIDING SUFFICIENT OUTAGE WINDOW. SECOND COMMENT IS THAT YOU DON'T KNOW, UH, WHAT PEOPLE WANNA ASK FOR, UH, BECAUSE THEY, THEY MAY NOT ASK FOR AN OUTAGE IF YOU'RE ALREADY, UM, CAPPED BASED ON THE TOP BLUE LINE. AND SO, UH, THAT, THAT'S JUST ANOTHER POINT THAT I, I THINK YOU SHOULD BE CAREFUL ABOUT HOW YOU MAKE THIS STATEMENT THAT THERE IS SUFFICIENT OUTAGE WINDOW. UH, AND, AND JUST A THIRD POINT, I, I, YOU KNOW, I, UH, REPRESENT A COMPANY THAT HAS THE SECOND LARGEST GENERATION FLEET IN, IN ERCOT, AND, UH, I WILL TELL YOU ANECDOTALLY THAT, UH, WE'RE NOT ABLE TO RECEIVE ALL OF THE OUTAGE TIMELINE THAT, THAT WE WANT OR NEED. AND SO I JUST, I STRONGLY DISAGREE WITH THAT FIRST STATEMENT. OKAY. THANK YOU FOR THAT. I THINK THAT THAT'S A FAIR POINT THAT YOU COULD HAVE SAY IS, YOU KNOW, IF YOU WERE TO MAKE THIS STATEMENT AT ANY GIVEN POINT IN TIME FOR ANY DAY IN PARTICULAR THAT YOU WISH TO, TO SUBMIT AN OUTAGE, BUT I THINK THAT'S, THAT'S WHY THIS EXISTS THOUGH, AND SO I THINK THIS IS TRYING TO PROVIDE ROOM IN OTHER AREAS, BUT I UNDERSTAND THAT THAT MAYBE DOESN'T ALIGN WITH WHEN YOU WOULD LIKE TO TAKE THE OUTAGE. YEAH, YOU, YOU GOT LIMITS WITH CRAFT LABOR, UH, THAT ARE REALLY A, A DRIVING FACTOR. AND ALSO JUST THE ECONOMICS OF WHEN IT MAKES SENSE TO TAKE AN OUTAGE OR, OR NOT. UNDERSTOOD. KANAN? YEAH, SO I'M, I'M ON THE SAME THEME HERE. UM, UH, BEFORE I SAY ANYTHING FURTHER, YOU TRIED TO EXPLAIN WHY THIS WAS SUFFICIENT AND I ABSOLUTELY COULD NOT FOLLOW, UH, WHAT YOU SAID. SO MAYBE YOU COULD REPEAT THAT FIRST AND THEN I'LL SAY SOME MORE THINGS. SURE. SO THE LOGIC BEHIND THAT STATEMENT IS SAYING THAT THE AREA UNDER THE BLUE CURVE, WHEN COMPARED TO WHAT IT WAS SUBMITTED, THERE'S ROOM STILL WHERE OUTAGES COULD HAVE BEEN SCHEDULED THAT WOULD HAVE ALLOWED THE LIMIT TO STILL BE RESPECTED. SO I GUESS SAID AN EASIER WAY IS MAYBE THE OUTAGE THAT YOU WISH TO TAKE AT A CERTAIN TIME IS FULL, BUT THERE IS ROOM TO MOVE THAT OUTAGE TO A DIFFERENT PERIOD UNDER THE RPOL. DO YOU HAVE A, A POINTER WHERE YOU CAN SHOW WHERE THERE'S ROOM? YEAH, END OF SEPTEMBER, EARLY OCTOBER. DECEMBER, EARLY OCTOBER. OKAY. SO YOU'RE NOT SAYING THOUGH THAT YOU DIDN'T REJECT ANY PLANNED OUTAGES, RIGHT? I'M NOT SAYING THAT, NO. OKAY. SO WHEN YOU SAY SUFFICIENT AND AT THE SAME TIME YOU'RE REJECTING PLANNED OUTAGES, HOW DO YOU RECONCILE THOSE TWO, THOSE TWO STATEMENTS? I WOULD, I MEAN, SO I GUESS THE, YOUR STATEMENT IS IF WE'RE REJECTING ANY PLANNED OUTAGES, THIS, YOU CAN'T MAKE THIS STATEMENT. OKAY, BUT YOU'RE NOT CON - PUTTING ANY CONDITIONS ON THE SUFFICIENT OUTAGE. IT'S ALL, YOU MAKE THAT STATEMENT RELATIVE TO PLANNED OUTAGES. IT, IT JUST SEEMS THERE'S A REWRITE THAT MIGHT APPROPRIATE A CLEARER STATEMENT ON WHAT, WHAT THAT IS REPRESENTING WHEN THAT STATEMENT'S MADE. OKAY. YEAH. THANK YOU. THANK YOU FOR PUTTING UP WITH ME [03:20:01] AND I APPRECIATE. BETH. AND I, I APPRECIATE THE, THE, THE COMMENTS AND CONCERNS. IT MIGHT BE INTERESTING TO KNOW, ALWAYS INTERESTED IN MORE INFORMATION, BUT INTERESTING TO KNOW VOLUME OF REJECTED OUTAGES OR CAPACITY OF REJECTED OUTAGES IN CON - IN THIS CONTEXT TO SEE WHERE THOSE, WHERE THOSE FALL OR WHAT, WHAT THAT LOOKS LIKE. I, I WANNA BETTER UNDER... I, I KNOW YOU SAID IT AND I, AGAIN, I DIDN'T, I DIDN'T UNDERSTAND IT OR DIDN'T PICK UP ON IT, DIDN'T SINK. THROUGH THE SUMMER, I SEE A BUNCH, YOU KNOW, I SEE A COUPLE THOUSAND OR A THOUSAND MEGAWATTS OF OUTAGE, 1500 MEGAWATTS OF OUTAGES THAT PRESUMABLY UNTIL AU - SOMETIME IN LATE JULY WERE ABOVE THE LIMIT. EXPLAIN TO ME ONE MORE TIME HOW THAT HAPPENED. SO THAT, THAT'S PRIMARILY DRIVEN BY THE FORCE OR THE EXTENDED PLANNED OUTAGES. AND SO IT, YOU KNOW, THAT DARK BLUE LINE THAT'S KIND OF THE, THE MAXIMUM, IT'S THE SUMMATION OF THE GRAY AND THE GREEN, AND THAT'S WHAT'S DRIVING IT. SO OUTAGES THAT WERE EXTENDED IN EARLY, EARLY JUNE, MAYBE LATE, LATE MAY. OKAY. SO WHAT'S, SO LET ME, YOU KNOW, LET ME, UH, UH, GO DOWN A, A, A BAD PATH AND, AND, AND INVOKE ILL WILL ON MY GENERATOR FRIENDS, WHICH I DON'T REALLY BELIEVE, BUT JUST HYPOTHETICALLY, WHAT'S TO PREVENT A GENERATOR FROM SAYING, "YEAH, I NEED A, I NEED A THREE-DAY OUTAGE AT THIS POINT," AND THEN JUST EXTENDING IT BECAUSE, BECAUSE - THAT'S A GREAT QUESTION. I, I MEAN, THERE'S NO, THERE'S NO LIMITS, THERE'S NO RESTRICTION. IT, AND IT'S THEIR RESOURCES. THEY GET TO DO WHAT THEY WANT WITH IT ONCE IT'S BEEN APPROVED, RIGHT? SO I, ANYTHING THAT PREVENTING THAT FROM HAPPENING? SO I'M NOT ACTUALLY IN CHARGE OF KIND OF THE OUTAGE COORDINATION PROCESS - OKAY. BUT WHAT I WOULD SAY, I'M, I'M SURE THAT THERE ARE RULES. WELL, I CAN'T SAY I'M SURE. I WOULD ASSUME THERE ARE RULES MAYBE, UM, WHEN YOU SUBMIT A DECLARATION OF AN OUTAGE THAT THERE'S PROOF BEHIND WHY THAT'S HAPPENING. UM, I, I DON'T KNOW IF ANYONE ELSE AT ERCOT THAT'S ON THE CALL MAYBE WANTS TO CHIME IN THERE, BUT, OR AN OUT - IF MAYBE A GENERATOR OWNER WANTS TO SPEAK ON THAT AS WELL. I, I, I DON'T WANT TO TAKE THE BAIT. THEY'RE SMART ENOUGH TO NOT SAY THAT OUT LOUD, BUT YEAH. UM - I, I DON'T KNOW IF I'M THAT SMART, I GUESS, UH, BASED ON THIS CONVERSATION, BUT, YOU KNOW, OUR, OUR, YOU GET PAID IN THIS MARKET WHEN YOU'RE ONLINE AND AVAILABLE, AND SO YOU HAVE INCENTIVES TO, UM, TO BE ONLINE AND AVAILABLE. UH, SOMETIMES YOU'RE, YOU'RE, YOU KNOW, DOING MAINTENANCE ON A, ON A PLANT AND JUST, YOU DISCOVER SOME NEW ISSUE THAT NEEDS TO GO BEYOND WHAT WAS PREVIOUSLY APPROVED. I WOULDN'T SAY THAT THERE'S ANY KIND OF, UH, ILL INTENT, UH, BUT IT DOES HAPPEN OCCASIONALLY - SURE. AND IT GETS, IT GETS CODED IN THE ERCOT SYSTEM. SURE. UH, I ALSO WANNA ADDRESS SOMETHING ELSE YOU SAID EARLIER, BETH, ABOUT, YOU KNOW, WANTING TO KNOW, UM, LIKE HOW MUCH CAPACITY IS REJECTED. UH, WE DON'T EVEN SUBMIT SOMETHING IF WE'RE ABLE TO LOOK EVERY DAY AND SEE HOW MUCH CAPACITY IS AVAILABLE AND DO SOME REAL BASIC MATH TO KNOW IF IT'S GONNA BE AUTO REJECTED OR NOT. SO WE DON'T SUBMIT IT, SO THERE'S NO WAY FOR YOU TO, FOR ERCOT TO PULL THAT DATA FOR YOU TO KNOW. WELL, AND, AND, AND PART OF IT, THAT'S THE POINT OF HAVING THESE LIMITS, RIGHT, IS TO, YOU KNOW, BASED ON THIS, UH, YOU KNOW, UH, ONE OF THE THINGS WOULD BE, OH, WELL MAY, IS THERE AN OPPORTUNITY FOR US TO ACCEL - YOU KNOW, TO DO OUR FALL OUTAGE A LITTLE BIT EARLIER IN LATE SEPTEMBER? DO YOU REMEMBER HOW HOT SEPTEMBER WAS? AND - YEAH. AND THE ANSWER IS NO, WHICH SURPRISES ME - THIS IS... THAT THEY'RE REALLY - THIS 25. 25. YEAH. THIS IS 2025. IT WAS, IT WAS HOT LAST YEAR. IT WAS HOT THIS YEAR. IT, UH, THERE'S, UH, SURE, THERE MAY BE CAPACITY AVAILABLE, BUT, YOU KNOW, THAT'S A, THAT'S A TIME WHERE, UH, WE'RE NEEDED AND BASED ON, LIKE, ALL THE RUCK ACTIVITY THAT WE'VE SEEN, NOT TO DRAG ANOTHER THING INTO THIS - YEAH. BUT, UH, UH, YOU KNOW, IT JUST, IT, IT, IT'S A REAL PROBLEM. UM, BETH, JUST TO ADD TO THAT, UM, I THINK BEFORE THERE WAS THE IDEA, TOO, OF WHEN YOU PLANNED YOUR OUTAGES, YOU WERE CONSERVATIVE ON HOW MUCH TIME YOU WOULD NEED, AND YOU MIGHT SAY, "ADD A DAY TO GET IN THERE." NOW, YOU MIGHT SAY, "OH, I THINK WE MIGHT BE ABLE TO GET THAT DONE IN THREE DAYS," UM, WHEREAS BEFORE, YOU MIGHT HAVE SAID, "HEY, LET'S DEFINITELY CHECK ON THIS AND DO THAT, SO LET'S PUT IT IN FOUR OR FIVE DAYS." UM, YOU HAVE ALL THE INTENTION IN THE WORLD OF GETTING IT DONE IN THREE DAYS, BUT AGAIN, LIKE BRIAN SAID, IT IS SOMETHING YOU OPEN UP AND YOU JUST FIND [03:25:01] MORE OF. UM, AND I AM SPEAKING AS THE OWNER OF UNITS FROM 56, 58, AND 67, SO WE GENERALLY FIND A LOT. YOU KNOW, I'M, I'M, I'M ON RECORD AS SAYING ANY, ANY POWER PLANT THAT'S OLDER THAN ME SHOULD HAVE BEEN RETIRED A LONG TIME AGO. UM, AND, AND THE OLDER I GET, THE MORE THAT APPLIES. UM, THE OTHER SIDE IS, IS SOME OF YOU MAY HAVE INTERACTED WITH ME IN MY FORMER ROLE, PART OF IT IS, YOU KNOW, IT'S A HARD JOB. SORRY, GUYS. YOU KNOW, SUCKS TO BE YOU, GET BETTER, FIGURE OUT HOW TO DO IT MORE QUICKLY, MORE ACCURATELY. THAT'S PART OF BEING AN EFFICIENT AND EFFECTIVE GENERATOR IN A COMPETITIVE MARKET. SO, YOU KNOW, YES, IT SHOULD BE HARD AND I, YOU KNOW, AND FROM MY PERSPECTIVE, IT SHOULD BE HARD AND IT SHOULD BE COMPLICATED. AND THOSE ENTITIES THAT FIGURE IT OUT WILL BE MORE SUCCESSFUL. AND THAT'S, THAT'S THE BEAUTY OF OUR COMPETITIVE MARKET. OKAY. I'M EXPECTING YOU TO GO ON THAT TANGENT. LET'S GO TO NED. SO I WON'T REPEAT THE POINTS THAT, UH, MY COLLEAGUES HAVE MADE, BUT I DO AGREE WITH A LOT OF THEM. UM, I THINK SEMANTICALLY ON THE KEY TAKEAWAYS HERE, IT'S NOT THAT THE ARPOL PROVIDED SUFFICIENT OUTAGE WINDOW TO SUPPORT THE PLANNED OUTAGES AS MUCH AS THE ARPOL CONTROLLED THE 2025 PLANNED OUTAGES WITHIN ITS LIMITS. AND THAT'S WHAT IT WAS DESIGNED TO DO, BUT IT'S, IT'S RATIONING. UH, IT'S STILL RATIONING, AND IT IS A, UH, IT IS STILL A CANARY IN THE COAL MINE ABOUT A MARKET DESIGN THAT INCENTIVIZES LESS RELIABLE RESOURCES, UH, THROUGH THE, UM, UH, BASICALLY THE, THE INTERMITTENT RESOURCES THAT ERCOT CAN'T RELY ON AND THEREFORE HAS TO TAKE OUT THAT, UM, RESTRICTION ON THE THERMAL RESOURCES AND THEIR ABILITY TO OPERATE. SO, UM, CAN'T LEAVE THAT UNADDRESSED. UM, BUT I ALSO WANTED TO FLOAT ANOTHER, UH, POINT OF FEEDBACK, UH, FOR FUTURE DISCUSSION, WHICH IS W - IN THE LAST NPR WHERE WE, UH, MODIFIED THE, WHERE WE CHANGED IT FROM TO ARPOL, WE ALSO, UH, INCLUDED SOME PROVISIONS ABOUT SWAPPING, UH, OUTAGES WITHIN THE SAME QUESI. AND, UM, YOU KNOW, WE'VE HAD, WE'VE, WE HAVE TRIED TO, UH, UTILIZE THAT TO TRY TO OPTIMIZE WITHIN THE CONTROL LIMITS OF THE ARPOL, AND, UM, FOUND THAT THERE WAS A NEW INTERPRETATION OF THE PROTOCOL LANGUAGE THAT, UH, LIMITED THE, THE ABILITY TO DO THAT TO ONLY RESOURCES AT THE SAME BUS, WHICH IS NOT WHAT WAS WRITTEN IN THE PROTOCOL LANGUAGE AND, UM, YOU KNOW, CREATES SOME... WELL, IT DOES NOT PROVIDE THE OPERATIONAL FLEXIBILITY THAT I THINK MANY STAKEHOLDERS THOUGH, UM, WOULD BE IN THERE. SO I WANTED TO FLAG THAT FOR FUTURE DISCUSSION AS WELL. OKAY. LET'S GO TO SHANE. YEAH. UH, THANK YOU, SHANE THOMAS, MICHELLE. UM, YEAH, I THINK THIS IS GOOD. IT'S NOT LIKE THIS, ALL THIS INFORMATION HERE IS JUST WHAT, YOU KNOW, WHAT WAS SPELLED OUT THAT NEEDED TO BE PROVIDED. I THINK THERE'S A LOT MORE INFORMATION THAT COULD BE PROVIDED THAT MIGHT SHED MORE LIGHT ONTO THE EFFECTIVENESS OF THE LIMITS AND THINGS ALONG THOSE LINES. UM, ONE THING BEING, UH, IF YOU COULD, YOU KNOW, EVEN PUTTING, LIKE, HEADROOM ON HERE SO THERE WERE TIMES THAT WERE WE, WERE WE GOOD THIS WHOLE TIME OR DID WE, DID WE LET TOO MANY OUTAGES OFF POTENTIALLY? I THINK THAT WOULD SAY, LIKE, WAS THE LIMIT GOOD OR WAS IT TOO... IF, IF THERE'S, YOU KNOW, 20,000 PRCS AT THIS HOME TIME PERIOD, THEN WE COULD HAVE ABSOLUTELY LET ANOTHER 10,000 MEGAWATTS OF GENERATION ON OUTAGE. UH, KIND OF THINGS LIKE THAT. UM, AND, UM, IT WOULD BE HELPFUL ALSO TO MAYBE LOOK AT HOW THE, AT THE SAME TIME, LOOK AT THE OUTAGES FOR THIS YEAR OR WHAT THE, THE PLAN CURVES ARE FOR NEXT YEAR, UH, KIND OF TO SEE HOW THEY'RE, THEY'RE TRENDING OR, LIKE, IS THIS LINE GOING SLOWLY UP, SLOWLY DOWN, UM, AND SO THAT WE CAN... AND HELPS HELP IN EVALUATING HOW THE, HOW THE RPOL IS WORKING IN, IN OTHER WAYS. I THINK IT'S TOUGH AND, UM, IT'S ALWAYS GONNA BE, UM, WAYS THAT THINGS GET STUCK OR WE COULD'VE BEEN MORE LAX THAT WE HA - CAN'T HAVE... SO I WAS A ERCOT OUTAGE COORDINATOR FROM 2012 TO 2017 SPECIALIZING IN RESOURCE OUTAGES. SO MAYBE I HAVE A DIFFERENT PERSPECTIVE ON HOW THIS GOES, BUT, UM, AND MAYBE I'LL ADDRESS A QUESTION ABOUT FOR IT. SO YOU DON'T... WHEN YOU'RE APPROVING THESE OUTAGES, AND THEY'RE A LOT DIFFERENT, THE WORLD'S A LOT DIFFERENT THAN 2017. I THINK EVERYONE KNOWS THAT, AND THERE'VE BEEN SEVERAL ADJUSTMENTS TO THE OUTAGE COORDINATION PROGRAM IN THAT TIME PERIOD. BUT, UM, THE TYPICALLY ONLY MAINTENANCE OUTAGES IS YOU'RE LOOKING AT THE REASON, UM, TO WHETHER OR NOT THAT QUALIFIES MAINTENANCE OUTAGES. [03:30:01] OTHERWISE, THEY CAN PUT WHATEVER THEY WANT IN AS TO THE REASONING FOR A PLANNED OUTAGE. UM, I JUST WANNA REPAINT IT. YOU KNOW, IT'S WHATEVER YOU WANNA DO. YOU CAN DO ANY... THERE'S ANY REASON YOU CAN PUT IN THERE. AND THEY HAVE TO PUT IN, UH, HOW LONG IT TAKES TO RESTORE THAT OUTAGE AND THINGS LIKE... AND, AND THERE'S BEEN A LOT BETTER... THERE'S BEEN A LOT OF THINGS PUT IN PLACE TO IMPROVE THE COMMUNICATION AND HOW THOSE, UM, THE NOTES AND THE REASONING FOR THE OUTAGE CAN CHANGE OVER TIME. UM, SO THERE'S A LOT BETTER DATA ON THAT, UM, JUST IN GENERAL. BUT, UM, YEAH, IT'S HARD TO EVALUATE THE PERFORMANCE OF THE RPOL IN MY MIND, JUST LOOKING AT WHAT WE HAVE HERE. IT WOULD JUST BE MAYBE SOME MORE DATA POINTS. AND I DON'T KNOW IF THAT'S A TACT DISCUSSION THAT NEEDS TO HAPPEN OR SOMETHING THAT COULD GO, UH, SIT DOWN IN THE WORKING GROUPS PROBABLY MAKES MORE SENSE. OWG OR JUST, OR ROS, OR JUST SOMEWHERE WHERE WE CAN HAVE A... NOW THAT WE'RE... THIS FIRST ENACTED IN MID-SUMMER OF 2025, SO WE'RE ONLY LIKE A YEAR AND, AND A HALF INTO THIS PROCESS, SO. I DO THINK IT'S AN IMPROVEMENT OVER THE MURDER POCK FOR WHAT THAT'S WORTH, SO. BUT A WORSE ACRONYM. OKAY, LET'S GO TO ROY. YEAH, UH, IF YOU COULD BACK UP ONE SLIDE, PLEASE. OKAY. UM, I, I'M LOOKING AT THE GREEN ON HERE, AND THE REASON I'M INTERESTED IN THE GREEN PART, I, I RECOGNIZE THAT THAT IS FORCED OUTAGE MEGAWATTS. AND, AND, YOU KNOW, DURING, DURING THAT TIME PERIOD, AND IN FACT, DURING MOST OF THIS CALENDAR YEAR, UH, WE'VE SEEN PROBABLY 15,000, SOMEWHERE IN THAT RANGE OF FORCED OUTAGES CONTINUOUSLY YEAR ROUND. AND I'M CURIOUS HOW THAT FITS INTO... I, I KNOW YOU SAID YOUR CALCULATION INCLUDED THE AGGREGATED HOURS, WHICH INCLUDED FORCED OUTAGE FROM PREVIOUS CALENDAR YEAR. THE... IS THAT ACTUALLY PUSHING... IF YOU GO TO THE NEXT SLIDE, NUMBER FOUR, IS THAT ACTUALLY PUSHING THE BLUE LINE DOWN? IS, IS THAT WHAT IT'S DOING? BECAUSE OTHERWISE, I'M NOT SURE HOW I SEE IT'S, IT'S IMPACTING WHAT YOU SAY IS A- AVAILABLE, UH, OUTAGE MEGAWATTS. RIGHT. THAT, THAT IS THE INTENT OF THE, THE FORCED OUTAGE, UH, IS A, BASICALLY A REDUCTION FROM THE RPOL. IT'S NOT A STRAIGHT REDUCTION, UM, ESPECIALLY AFTER JULY OF THIS OR OF 2025. IT'S NOW A, IT'S A PROBABILITY DISTRIBUTION THAT GOES IN AND CONSIDERS, YOU KNOW, WHAT, WHAT ARE WE SEEING HISTORICALLY, UH, FOR A GIVEN SEASON OR MONTH, KIND OF DEPENDING ON, UH, WHICH DISTRIBUTION WE'RE TALKING ABOUT. BUT, UM, SO IT IS - SURE. IT'S IN HIS INPUT AND IT DOES REDUCE THE RPOL. OKAY. AND, AND I GUESS, YOU KNOW, ALL, ALL OF THESE FORCED OUTAGES THAT ARE PUSHING THIS LINE DOWN, UM, I- IS THERE ANY REQUIREMENT TO SPECIFY, YOU KNOW, WHAT THE FORCED OUTAGE IS ABOUT? I MEAN, UH, IN, IN FOLLOWING ON A DAILY BASIS, LOOKING AT THE, UH, THE, UH, PAGE WHERE ERCOT PROVIDES ALL OF THE, THE DATA PANELS, YOU KNOW, THIS FORCED OUTAGE RATE HAS BEEN E- E- EXTENDED FOR WELL OVER A YEAR NOW. IS THAT, IS THAT JUST SOMETHING THAT WE HAVE TO TAKE INTO ACCOUNT? AND, YOU KNOW, I'M JUST CONFUSED BY THE FACT THAT IT CONTINUES TO BE AT A, A FAIRLY FLAT LEVEL YEAR ROUND. I THINK IN TERMS OF RPOL AND ITS CALCULATION, THAT IS THE INTENT TO, TO TAKE THAT INTO ACCOUNT. UM, YOU KNOW, AS, IF THAT NUMBER IS CHANGING, WHETHER IT'S GOING UP OR DOWN, YOU KNOW, THE, THE DATA SET THAT FEEDS INTO THIS IS UPDATING AS WELL, SO IT SHOULD BE ACCOUNTING FOR GROWTH PATTERNS IN THAT AS WELL. OKAY. SORRY. I, I WAS... NOW MY COMPUTER WON'T UNMUTE. IT WOULD SEEM THAT, THAT THIS IS, IS PUTTING A LOT OF DOWNWARD PRESSURE ON THAT BLUE LINE, AND I'M JUST INTERESTED IN, IN, YOU KNOW, WHAT MIGHT BE AN ANSWER GOING FORWARD FOR HOW YOU ALLOW MORE RESOURCES TO TAKE PLANNED OUTAGES. YOU KNOW, BUT THERE HAS TO BE AN UNDERSTANDING OF WHAT'S CAUSING THE FORCED OUTAGES TO BE BASICALLY AROUND A CERTAIN BAND YEAR ROUND. SO THANK YOU. THANKS. I CAN UNDERSTAND YOUR, YOUR COMMENTS. MAYBE SOMETHING THAT... I DON'T KNOW IF THIS IS FAIR, BUT MAYBE THIS IS SOMETHING THAT IS IN CONTROL THAT WE COULD LOOK TO IMPROVE. MAYBE THAT'S THE... IS THAT YOUR POINT? [03:35:01] YES, SIR. THANKS. LUKE, IS THERE AN ASK FOR US TODAY OR THIS IS JUST THE REQUIRED ANNUAL UPDATE? THIS IS THE REQUIRED ANNUAL UPDATE, BUT ALSO JUST MORE SO A HEADS UP TOO. SO I THINK IN TERMS OF THE METHODOLOGY, I JUST WANTED TO STATE AND REITERATE WHAT CHANGED LAST TIME AND KIND OF GONE THROUGH THAT THROUGH THESE QUESTIONS. UM, BUT ALSO MENTIONED THAT, YOU KNOW, IN TERMS OF, YOU KNOW, THIS DID CHANGE IN JULY OF 2025, BUT REALLY THE KEY DRIVER THAT REALLY INITIATED THIS WHOLE DISCUSSION OF A MAJOR OVERHAUL TO THE METHODOLOGY WAS WHEN THE LONG-TERM LOAD FORECAST WAS RELEASED, UM, I THINK AT THE END OF 24, MAYBE EARLY 25. UM, SO JUST KIND OF THE NEXT STEPS THAT WE ARE LOOKING TO DO IS, UM, WE, WE WOULD EXPECT THAT D - NOT EXPECT, BUT THE, THE GREATEST POTENTIAL OF KIND OF NEEDING TO REVISIT THIS AND WITH EVEN MORE SCRUTINY WOULD BE WHEN THE NEXT LONG TERM LOAD FORECAST IS RELEASED. UM, AND IF, DEPENDING ON WHAT THAT SHOWS, AND ESPECIALLY IN TERMS OF THE RISK LEVELS THAT WE NOW CALCULATE BASED OFF THIS RPOL, IF WE SEE THAT THERE'S A, A CONCERN THERE THAT'S WORTH SHARING WITH TAC AGAIN, YOU KNOW, EVEN OUTSIDE OF THE REQUIRED ANNUAL UPDATE, WE'D PLAN TO DO THAT. UM, AND, BUT I ALSO WANTED TO MAKE THE COMMENT TOO, SO, UH, MY, MY EMAIL IS AT THE END OF THE SLIDE DECK. IF THERE'S THINGS THAT KIND OF SHANE, TO YOUR POINT, THAT YOU THINK ARE WORTH SHOWING, UM, WHETHER IT'S HERE OR SOME OTHER WORKING GROUP, PLEASE REACH OUT AND LET US KNOW. AND ESPECIALLY IF THERE'S JUST KIND OF MORE FURTHER COMMENTS ABOUT THE METHODOLOGY TOO, UM, I'M HAPPY TO HEAR THOSE AND, AND, AND COMPILE THOSE AND COME BACK IF WE THINK THAT'S, UH, HELPFUL FOR TAC. OKAY. OKAY. UH, LET'S FINISH UP THE QUEUE. CHRISTIE? HI. UH, I THINK LUKE, LUKE KIND OF A- A- ANSWERED THIS, BUT I'M S - I'M, I'M JUST STILL GONNA ASK BECAUSE I'M CURIOUS. UM, AND I'M ALWAYS GONNA CALL IT THE MURDERPOCK, SORRY. UM, SO ERCOT HAD SAID AT ONE TIME, I CAN'T REMEMBER IF IT WAS JEFF BILLOW OR DAN WOODFIN IN, IN ONE OF THE MEETINGS WHERE THE MURDERPOQ WAS BEING DEBATED THAT THE, THE QUESTION WAS ASKED, YOU KNOW, AS LARGE LOAD OR AS LOAD CONTINUES TO INCREASE ON THE SYSTEM, UM, HE, HE HAD SAID THAT THE EXPECTATION WAS THAT ERCOT WOULD PROBABLY HAVE TO LOWER THE, UM, ALLOWABLE CAPACITY THAT CAN TAKE OUTAGES, UM, AS LOAD GROWS ON THE SYSTEM. AND SO AS WE HAVE SEEN LOAD CONTINUE TO INCREASE IN THE QUEUE, I GUESS, LUKE, MY QUESTION FOR YOU IS, AS YOU LOOK FORWARD, IS ERCOT AND IS, ARE THEY STRONGLY ANTICIPATING THAT YOU'RE GONNA HAVE TO LOWER THE AMOUNT OF AVAILABLE CAPACITY IN THE MURDERPOCK? IS THAT STILL THE EXPECTATION? SO I THINK WHAT, BASED OFF OF KIND OF WHERE THE, THE METHODOLOGY LANDED LAST TIME AND, AND THROUGH THOSE COMMENTS MADE AT THE TIME, YOU KNOW, I THINK ERCOT, WE, WE UNDERSTAND WE, WE CAN'T CONTINUOUSLY LOWER THIS LIMIT. WE NEED TO HAVE ROOM FOR PLANNED OUTAGES, AND THAT'S THE INTENT OF THIS. BUT TRYING TO MINIMIZE THE RISK WAS THE OVERALL GOAL OF WHEN WE ALLOW THE PLANNED OUTAGES TO OCCUR. UH, IF THERE IS A FUTURE WHERE THAT RISK IS JUST ELEVATED ALL HOURS OF THE, OF THE YEAR, THEN WE STILL NEED TO HAVE PLANNED OUTAGES THAT CAN TAKE PLACE, BUT WE NEED TO UNDERSTAND THE RISK. UH, SO THAT'S WHAT THIS METHODOLOGY ALLOWS US TO DO NOW DOING THIS PROBABILISTICALLY. I WOULD SAY SOMETHING, AND THIS IS JUST KIND OF A, UM, PREVIEW MAYBE OF THE NEXT METHODOLOGY. SOMETHING I, I, I WOULD SAY WE NEED TO CONSIDER IS HOW SB6 FITS INTO ALL OF THIS AS WELL. UM, MAYBE IF THAT, HOW IT, HOW AND SHOULD FIT INTO THIS IS A QUESTION, UM, WITH, WITH THE, UH, CURTAILMENT, UH, MECHANISMS THAT ARE IN THAT AS WELL. UM, SO IT'S SOMETHING WE'RE THINKING THROUGH, BUT I THINK, YOU KNOW, IT... DUE TO THE FACT THAT THE METHODOLOGY IS LEADING TO AN RPOL BASED OFF THE, THE INPUTS THAT WE CURRENTLY HAVE FOR IT, IT'S, IT'S FAIRLY STABLE. OBVIOUSLY, WE DO SEE SOME VARIATIONS BASED OFF OF JUST THE PROJECTED AVAILABLE CAPACITY AND OTHER INPUTS THAT GO INTO THIS CHANGE THROUGHOUT THE YEAR. THE NEXT REALLY BIG UPDATE WILL BE THE LONG-TERM, UH, AND LIKE I SAID, I THINK WE'LL, WE'LL LOOK AND SEE WHERE THAT LEADS TO IN TERMS OF RISK PROJECTIONS THAT ARE, ARE PUBLISHED IN THOSE UPDATES. AND THEN, UM, YOU KNOW, DEPENDING ON WHAT THAT SHOWS, COME BACK HERE TO, TO, YOU KNOW, MAYBE OUTSIDE OF THE ANNUAL REVIEW AND DISCUSS ANOTHER UPDATE. OKAY. LET'S GO TO IAN. LUKE, THANK YOU VERY MUCH. UM, I WANNA REITERATE WHAT, UM, KANAN AND BRIAN SAID. I THINK THEY MADE VERY GOOD POINTS. I THINK WITHOUT ACTUALLY TALKING TO THE MAJORITY OF GEN OWNERS, THE STATEMENTS THAT WERE MADE TOWARDS THE BEGINNING OF THE PRESENTATION, [03:40:01] UM, CAN'T BE MADE. UM, I, I AGREE THAT YOU COULD SAY A STATEMENT LIKE THE OUTAGES, THE PLANNED OUTAGES DID STAY UNDER THE LINE, OR SOMETHING LIKE THAT. UM, BUT WITHOUT TALKING TO THOSE SUBMITTING IT, YOU... WE CAN'T KNOW THAT. UM, THE OTHER THING I WOULD SAY IS THE VERY FIRST PART OF THIS IS, UM, A REQUIREMENT OF AN ANNUAL REVIEW. UM, I APOLOGIZE, I KNOW THINGS GET TIGHT ON EVERYBODY, BUT PUTTING THIS OUT AFTER 5:00 THE NIGHT BEFORE DOESN'T GIVE ME TIME TO GO TO MY ERCOT TEAM WHO THEN NEEDS TO GO TO MY THIRD PARTY TEAM WHO CONTROLS THE SITE TO FIND OUT IF THESE THINGS ARE CORRECT OR NOT. UM, SO I WOULD ASK THAT, UM, IF WE REALLY WANNA CHECK THIS OFF FOR NEXT YEAR, WE HAVE IT POSTED WITH PLENTY OF TIME FOR RESOURCE OWNERS TO, UH, COME BACK TO YOU WITH ACTUAL GRIEVANCES. UNDERSTOOD. OKAY. ARE THERE ANY OTHER QUESTIONS OR COMMENTS ON THIS? OKAY. DO WE NEED TO DO ANY FOLLOW-UP ON THIS OR SOMEBODY JUST WANNA LET ME KNOW OFFLINE IF WE NEED TO DO SOME STAKEHOLDER FOLLOW-UP AFTER THIS? GO AHEAD, NED. DEAR, UH, DEAR CHAIRMAN OF WMS. OH, I LIKE THIS. I WAS THINKING ABOUT THIS EARLIER, ACTUALLY. IS, IS THIS A TOPIC THAT WOULD BE APPROPRIATE FOR DISCUSSION IN YOUR EVERLASTING FORUM?. D- DON'T LOOK AT ME. OH, I GOTTA PUT MY HAT BACK IN. I'M SORRY. I MEAN, I W... TO, TO IAN'S COMMENT, I WAS GOING TO SAY, I MEAN, NOTHING PREVENTS US FROM BRINGING THIS BACK UP AT NEXT TACK IF THERE'S FEEDBACK WE, WE STILL WANT TO GET. BUT I THINK IT WOULD BE HELPFUL TO ME TO MAYBE GET SOME BOUNDS AROUND THE DISCUSSION OR EXACTLY WHAT POINTS WE'RE TALKING ABOUT, NARROW IT A LITTLE BIT FROM TODAY. I MEAN, WE DID - BUT THAT CAN HAPPEN AT, AT BILL'S - THE NEW METHODOLOGY TOOK EFFECT, WHAT, MID 25, IS THAT RIGHT? MM-HMM. SO WE'RE A LITTLE OVER A YEAR, SO PROBABLY WORTH KIND OF REVIEWING. IS IT MEETING OUR EXPECTATIONS? UM, WE'VE ALREADY SET THE AGENDA FOR NEXT WEEK, BUT I KNOW WE ALREADY ADDED ONE ADDITIONAL ITEM. I'M JUST WONDERING HOW URGENT THIS DISCUSSION IS. IS SOMETHING WE KICKED TO, TO W - UH, DECEMBER? JANUARY. OR JANUARY, EVEN BETTER. WONDERFUL. HAPPY TO, HAPPY TO INCLUDE IT. I JUST... I DON'T KNOW ABOUT NEXT WEEK. WE'LL, THERE'LL BE ENOUGH FOLKS PREPARED TO HAVE, YOU KNOW, DEEP DISCUSSION ON IT. SO MAYBE GIVE IT ANOTHER MONTH. I THINK THAT'S A HUGE JOB, NED. I THINK IT MAYBE TCPA GO- GOES BACK AND YOU TELL ME WHEN YOU WANT THIS ON THE AGENDA AGAIN AND CAN GET THE APPROPRIATE FEEDBACK. WE WILL PUT IT ON A TCPA AGENDA TO DISCUSS WHAT AGENDA - PUT, PUT BILL'S NAME ON THAT AGENDA ITEM. OKAY. LET'S, UH, LET'S MOVE ON. UH, THERE... I'M SURE LUNCHES ARE HERE. I'LL DEFER TO THE GROUP ON HOW YOU WANNA HANDLE THAT. WE CAN JUST GET YOUR LUNCH AND WORK THROUGH IT OR... YEAH, THAT'S MY PREFERENCE TOO. AND I DON'T WANNA MAKE JON RUS HUBBARD EVEN MORE MAD AT ME. SO JUST GO... NED, YOUR LUNCH IS HERE. EVERYBODY ELSE, UH, GO FIND IT AND WE'LL, WE'LL KEEP MOVING. SO NEXT IS THE, UH, UFLS SURVEY RESULTS. THERE WE GO. YEAH, CAN YOU GET... [03:49:02] IT WAS AT THE TIME OF THE SURVEY, BUT IF THEY WERE TO ADHERE TO THE STAGES THAT ARE IN FRONT OF YOU THERE, UM, AND THIS IS TO PROVIDE THAT IMPLEMENTATION PHASE. SO IT'S OPTIONAL NOW, AND THEN IT'LL BE REQUIRED ALSO ON THAT NOVEMBER 1ST THAT WE SENT THE MARKET NOTICE OUT FOR. SO WE CAN GO TO THE NEXT STAGE OR SLIDE. AND HERE YOU CAN SEE WHAT THE RESULTS INDICATED FROM THE SURVEY. WE HAD A, A LITTLE BIT MORE WORK TO DO FROM THE SYSTEM AS IT LOOKED AS THOUGH THE TOS REALLY FOCUSED ON THE STANDARD UFLS STAGES. AND THEN AS WE WERE KIND OF TALKING TO THEM DOING OUR OUTREACH, THEY WERE GONNA FINALIZE THE ANTI-STALL UFLS STAGES. SO WE CAN SEE THEY'RE A LITTLE UNDER ON THAT FIRST STAGE, BUT, BUT ALMOST MADE IT. AND THEN WE HAVE A LITTLE BIT MORE WORK TO DO ON THAT, THE 3%, AND THEN THE 4.5% HAD A LITTLE BIT MORE AS WELL. WE CAN GO TO THE NEXT [03:50:01] SLIDE. SO THIS IS TALKING ABOUT THE NOGR 226. I KIND OF ALREADY COVERED ON THAT, HOW IT WAS TO BE UNGRAY BOXED NO EARLIER THAN OCTOBER 1ST. ERCOT ISSUED ITS MARKET NOTICE STATING IT'LL BE UNGRAY BOXED ON NOVEMBER 1ST. AND THIS, THE LANGUAGE IS CHANGED TO SAY THAT THE TO SHALL PROVIDE THE LOW RELIEF BY SHEDDING THE REQUIRED PERCENTAGES IN TABLE ONE AND TABLE TWO NOW. EIGHT TOS STARTED THE IMPLEMENTATION OF THAT ANTISTALL UFLS STAGES. FOUR TOS HAD COMPLETED THE IMPLEMENTATION. AND THEN THE OTHERS PROVIDED RESPONSES AND DATA TO CONFIRMING THAT FULL IMPLEMENTATION SHOULD BE MET BY THE TIME OF THE NOVEMBER 1ST, 2026 UNGRADE BOXING. YOU CAN GO TO THE NEXT SLIDE. SO THIS IS OUR COMPARISON SLIDE FROM THE SURVEY OF LAST YEAR, 2025 TO 2026. WE CAN SEE THAT A LOT OF MOVEMENT HAS TAKEN PLACE ON THE INSTALL STAGES. SO THEY DID HAVE A LITTLE BIT MORE WORK TO DO, BUT WE CAN SEE THAT ACTIVE RELAY ADJUSTMENTS ARE BEING MADE ON UFLS. AND THEN THE SURVEY LOAD WAS JUST TO KEEP THE COMPARISONS THE SAME, BUT THAT WE SAW THAT IN THE PREVIOUS SLIDE. WE CAN GO TO THE NEXT SLIDE. AND THAT IS IT. I'LL TAKE ANY QUESTIONS OR COMMENTS. THANK YOU, SHANE. YOU GOT A QUESTION HERE FROM BILL BARNES? I HAVE A RANDOM QUESTION. IT'S PROBABLY NOT COMPLETELY RELATED TO THIS. CAN LARGE LOADS BE ON UNDER FREQUENCY LOAD SHED FEEDERS? THAT IS A GREAT QUESTION. UH, RIGHT NOW, NOTHING AS FAR AS THAT I COULD SEE, BECAUSE WE DID DO A LITTLE BIT OF DISCUSSION INTERNALLY ON THAT. UH, TEXARI'S DONE A LITTLE OUTREACH TO US AS WELL. AND NOTHING WOULD PROHIBIT A LARGE LOAD FROM BEING ON THERE. THE ERCOT TO WOULD COORDINATE WITH THEM FOR SUCH. UH, THE CONCERNS, I THINK, AND WHAT WOULD STOP A LARGE LOAD BEING ON THERE CURRENTLY, UNLESS THERE'S A CONTRACT WITH THE ERCOT TO TO MAKE SURE THAT THEY'RE CONSTANTLY AVAILABLE OR ONLINE. BUT IF THEY WERE TO COME DOWN OR BE OFFLINE FOR ANY SUCH, THEN THEY MAY A- ACTUALLY END UP VIOLATING THEIR UFLS PROGRAM RESPONSIBILITIES BECAUSE THEY'RE, THEY WOULD BE S - YOU KNOW, THAT LARGE LOAD WOULD CONSTITUTE A LOT OF THE LOAD THAT THEY'RE REQUIRED TO HAVE ON THAT, UH - YEP. THE STAGE OF THE UFLS. ARE... IF YOU'RE A LARGE LOAD AND YOU'RE ON AN UNDER FREQUENCY LOAD SHED FEEDER, DOES THE TSP OR DSP MAKE YOU AWARE OF THAT? I DON'T BELIEVE THERE'S AN OBLIGATION, AT LEAST IN THE OPERATING GUIDES - OKAY. AND THE UFLS, UH, LANGUAGE THAT WOULD REQUIRE THEM TO BE NOTIFIED. UH, HOWEVER, THAT MIGHT BE UP TO THE INTERCONNECTION AGREEMENTS BETWEEN THE TDSPS AND THE LARGE LOAD ENTITY. OKAY. THAT MAKES SENSE. OKAY. THANK YOU. ARE THERE QUESTIONS? GREAT QUESTIONS IF READ IT. YEP. ARE THERE OTHER QUESTIONS FOR SHANE? OKAY. I'M NOT SEEING ANY... THANK YOU, SHANE, FOR THE UPDATE AND ALSO FOR GETTING YOUR SLIDES POSTED SO EARLY. WE APPRECIATE THAT. THANKS. HAVE A GOOD ONE. THANK YOU. OKAY, THAT TAKES US ONTO THE LAST ERCOT REPORT FROM TED HALU. IT'S THE IDENTITY AND ACCESS MANAGEMENT PROGRAM AND MARKET PARTICIPANT SERVICE PORTAL UPDATE. GOOD AFTERNOON. THAT WORKS. UH, TED HALU WITH ERCOT CLIENT SERVICES, BACK WITH YOU AGAIN. I WAS GONNA SAY BETWEEN YOU AND LUNCH, BUT HOPEFULLY SOME OF YOU GOT LUNCH. THERE'S STILL A BASKET OF GOODIES BACK THERE FOR THOSE OF YOU HUNGRY. UM, BACK AGAIN TO TALK ABOUT A COUPLE OF PROJECTS. ONE THAT'S GOING TO CHANGE THE WAY MARKET PARTICIPANTS ACCESS ERCOT SYSTEMS, THE DIGITAL CERTIFICATES THAT WE'VE ALL BEEN USING FOR THE LAST 25 PLUS, 26 PLUS YEARS, UH, WILL BE GOING AWAY, AND THAT'S THE IDENTITY ACCESS MANAGEMENT, OR WHAT'S CALLED THE FUTURE READY IDENTITY ACCESS MANAGEMENT PROGRAM. AND ANOTHER ONE, UH, CALLED THE MARKET PARTICIPANT SERVICE PORTAL, OR MPSP, AS THE ACRONYM IS GETTING TO BE KNOWN. IT IS A PORTAL, UH, THAT FOLLOWS THE PUBLIC PORTAL THAT WE HAVE ON OUR ERCOT WEBSITE THAT WILL START WITH AUTOMATING SOME OF THE MANUAL PROCESSES THAT, UH, MARKET PARTICIPANTS USE TO SUBMIT FORMS TO CONTACT, UH, THE SERVICE DESK OR TO, UH, UM, CONTACT CLIENT SERVICES AND S - AND SO ON. UH, WE WILL HAVE A, UH, ESSENTIALLY AN ISSUE MANAGEMENT OR C- CR- CRM OR CSM SYSTEM, AS WELL AS A SERVICE DELIVERY [03:55:01] VEHICLE THAT WILL, UH, IDENTIFY, UH, PAIN POINTS OF, UH, A MANUAL PROCESS THAT WE WILL AUTOMATE OVER THE NE - OVER THE NEXT FEW YEARS. UM, WE ADDED THIS AGENDA ITEM TO... I WAS HERE, UH, WE WERE HERE AT THE LAST TACK. WE HELD A, WE HELD A WORKSHOP, UH, WELL ATTENDED BY MARKET PARTICIPANTS TO GET INPUT AND UNDERSTANDING THAT THERE ISN'T A VERY NATURAL PLACE WHERE MARKET PARTICIPANTS CAN ENGAGE WITH US. WE HOPE TO BE AVAILABLE AT THIS FORUM AND THE SUBCOMMITTEES THEREOF TO MAKE SURE THAT WE ARE GETTING AS MUCH INPUT AS POSSIBLE FOR MARKET PARTICIPANTS. WE DON'T DO VERY MANY SERVICE RELATED PROJECTS AT, AT OUR COTTON WHEN WE DO. UM, IT'S IMPORTANT THAT WE TRY TO ENGAGE WITH AS MANY OF YOU AS POSSIBLE. I WANNA THANK THOSE OF YOU THAT HAVE BEEN ENGAGED, HAVE BEEN, UH, SENDING US QUESTIONS, AND HOPEFULLY, UH, WE ARE BEING, UH, RESPONSIVE. WE NEED TO BE MORE RESPONSIVE AND GET, GET, GET THE QUESTIONS ANSWERED TO YOU AS M - AS MUCH AS POSSIBLE. UM, FROM THE WORKSHOP, WHAT WE HEARD IS YOU NEED TO KNOW DEFINITE TIMELINES, MILESTONES. UH, I WANNA SAY WE HAVE HEARD YOU. UM, WE'RE NOT HERE T- TODAY BECAUSE WE ARE NOT READY YET TO, UH, HAVE SPECIFIC TIMELINES OF WHEN THE WORKSHOP OR THE MARKET PARTICIPANT TESTING AND/OR THE GO-LIVE WILL BE. BUT I WANT TO TELL YOU THAT THEY ARE, UH, GOOD DISCUSSIONS, GOOD, HONEST DISCUSSIONS THAT, UH, THEY'RE HAVING TO MAKE SURE THAT WHEN WE, WHEN IN FACT WE... WHEN AND IF WE DO GET TO YOU, THOSE ARE DATES AND TIMELINES AND MILESTONES THAT WE CAN, UM, STAND BEHIND. UH, WE DID STAND A WEBPAGE, UH, THAT WILL SERVE AS A, AS A, A SINGLE PORTAL, A SINGLE PLACE, A ONE, ONE-STOP SHOP WHERE YOU CAN COME AND HOPEFULLY HO - UH, FOLLOW BOTH, UH, PROJECTS, UH, WHERE, UH, DOCUMENTATION FROM THE LAST WORKSHOPS ARE, ARE POSTED THERE. MARKET NOTICES THAT WE'RE S - WE'RE SENDING RELATED TO THE PROJECT WILL BE THERE, AND AS WE COME FORWARD, WE'LL POST DOCUMENTS SUCH AS U- USER GUIDES AND TRAINING MATERIALS ON THIS WEBPAGE. UM, LIKE, WITH THAT, UH, I ALSO HAVE NICK JESSIT, THE DIRECTOR OF IDEN- IDENTITY ACCESS MANAGEMENT, UH, ON THE WEBEX, AND I'LL LET HIM MAKE SOME REMARKS BEFORE WE, UH, OPEN IT UP FOR QUESTIONS. YEAH. WELL, THANK YOU VERY MUCH, TED. DO APPRECIATE IT. UM, AS TED SAYS, RIGHT, WE, WE DEFINITELY ARE LISTENING TO YOU GUYS. WE ARE TRYING TO... WE ARE PUTTING, ACTIVELY PUTTING TOGETHER ALL OF OUR TIMELINES AND THINGS LIKE THAT SO THAT WE CAN GET THAT INFORMATION TO YOU. ABSOLUTELY LOVE THAT WE'VE GOT THIS, UH, PAGE HERE ON OUR WEBSITE WHERE WE CAN KINDA GIVE YOU INFORMATION, AND IT COULD BE A REPOSITORY FOR A LOT OF THE STUFF THAT WE'VE SENT, UH, SO YOU DON'T HAVE TO SEARCH THROUGH ALL YOUR EMAILS. YOU'LL ACTUALLY KINDA HAVE IT IN A ONE-STOP SHOP. SO REALLY LOOKING FORWARD TO THAT. I HAVE DROPPED MY CONTACT INFORMATION PLUS THE FUTURE READY, UH, EMAIL ADDRESS. SO IF YOU HAVE ANY QUESTIONS FOR US, IF YOU WANNA BE PART OF THAT EARLY PARTICIPANTS, UM, ANYTHING YOU NEED FROM US, THIS IS HOW YOU CAN GET IN TOUCH WITH ME, AND IT'S GOT MY, MY, UH, ACTUAL HOW TO GET IN TOUCH WITH ME ON MY CELL PHONE, ON MY EMAIL ADDRESS, AND THEN OUR, UH, PROGRAM'S EMAIL ADDRESS. SO FEEL FREE TO REACH OUT. UH, THIS IS A COLLABORATIVE EFFORT, UM, AND SO WE ARE HERE TO MAKE THINGS BETTER, EASIER, AND MORE SECURE FOR YOU GUYS. SO THANK YOU VERY MUCH. AND THANK YOU, TED. THANK YOU. I DID WANNA ADD, WE DID, UH, WE DID SHOW UP AT RMS LAST TIME. WE WILL SHOW UP AT WMS NEXT WEEK AT THE REQUEST OF THE, UH, TEMPORARY CHAIR. UM, AND WE'LL CONTINUE TO DO SO, AND IF THERE ARE OTHER FORMS WHERE WE NEED TO BE, SO CERTAINLY WE'RE CERTAINLY OPEN FOR, UH, ANY INVITATIONS. UM, DID WANT TO, UH, QUEUE THE Q&A BY, UM, A- ADDRESSING ONE QUESTIONS THAT, THAT HAS COME UP FROM SEVERAL, SEVERAL SOURCES. UM, THE IDENTITY ACCESS MANAGEMENT PROCESS THAT WE ARE GOING TO IMPLEMENT MULTIFACTOR AUTHENTICATION REQUIRES THAT THE INDIVIDUAL THAT PRESENTS HIMSELF OR HERSELF TO THIS MARKET PARTICIPANT SERVICE PORTAL, AND EVENTUALLY, UH, ACCESSING THE MIS BE AN INDIVIDUAL THAT CAN BE AUTHENTICATED TO THE... THROUGH THIS NEW IDENTITY ACCESS MANAGEMENT- MANAGEMENT PROCESS. THAT HAS GONE FULL, UM, ON A COLLISION COURSE OF HOW WE HAVE, UH, UH, MARKET PARTICIPANTS, SPECIFICALLY AUTHORIZED REPRESENTATIVES, HAVE USED THE EMAIL ADDRESS THAT THEY'VE USED TO REGISTER, UNDERSTANDABLY, TO RECEIVE, UH, MARKET COMMUNICATIONS FROM MRCOT, UH, THAT, UH, FOR IT NOT TO BE LIMITED TO THE AUTHORIZED REPRESENTATIVES, WE'VE HAD SHARED EMAIL ADDRESSES OR MA - OR GROUPS, MAILBOXES INSTEAD OF THE INDIVIDUAL AUTHORIZED REPRESENTATIVE'S EM- EMAIL ADDRESS. UM, IN ORDER TO ACCOMMODATE THE MULTIFACTOR AUTHENTICATION, WE... THE, UH, NPR3 DOES [04:00:01] REQUIRE THAT THO- THO- THOSE ACCOUNTS THAT ARE CREATED ACCESS THE PORTAL, THE INDIVIDUAL EMAIL- EMAIL ADDRESSES. IT ALSO ACCOMMODATES THE, AT LEAST THE USE CASES THAT WE THOUGH WE KNEW, KNEW ABOUT BY A- ALLOWING THE AUTHORIZED REPRESENTATIVE TO GIVE ERCOT A SECONDARY EMAIL ADDRESS THAT MAY BE A SHARED EMAIL ADDRESS SO THAT ER- ERCOT, WHEN AND IF WE SEND NOTICES TO MARKET PARTICIPANTS IN ADDITION TO AUTHORIZED, TO THE AUTHORIZED REPRESENTATIVE, WE WOULD, UH, INCLUDE THIS SHARED EMAIL ADDRESS THAT WILL HOPEFULLY ADDRESS, UM, THE COMMUNICATION, UH, GETTING OUT TO MORE FOLKS UNDER THE AUTHORIZED REPRESENTATIVE. WE UNDERSTAND THERE'S ADDITIONAL USE CASES THAT WE MAY NOT BE AWARE OF AND WE INTEND TO ENGAGE- ENGAGE IN THOSE - IN THOSE CONVERSATIONS. UM, I - WE WILL BE AGAIN AT WMS AND OTHER FORUMS, FEEL FREE TO GO AHEAD AND SEND US, SEND US QUESTIONS REGARDING THAT. BY THE WAY, UH, AN EMAIL ADDRESS THAT WE SHARED AT THE W - AT THE WORKSHOP FOR THE - SPECIFICALLY FOR THE IAM PROJECT IS, UH, IAM- IAM, IDENTITY ACCESS MANAGEMENT, THE NUMBER TWO, AND FUTUREREADY@ARCOT.COM. AGAIN, IAM2, FUTUREREADY@ERCOT.COM, UH, REGARDING ANY GENERAL QUESTIONS OR SPECIFIC ON THE MARKET PARTICIPANT SERVICE PORTAL, WE'RE ENCOURAGING MARKET PARTICIPANTS TO CONTACT CLIENT SERVICES, THEIR ACCOUNT MANAGERS, OR IF YOU, UH, DON'T HAPPEN TO KNOW YOUR - WHO YOUR ACCOUNT MANAGER IS, CLIENT SERVICES@ARCOT.COT.COM WILL DO. WITH THAT, I'LL OPEN IT UP FOR QUESTIONS. OKAY. LET'S GO BACK TO THE QUEUE, NED. HEY, TED, THANK YOU FOR- FOR WALKING THROUGH THAT. AND, UH, I WANNA REITERATE WHAT WE'VE SAID BEFORE, YOU KNOW, OVERALL SUPPORTIVE OF SOME OF THE CHANGES, YOU KNOW, HELPING TO MOVE AWAY FROM HAVING, YOU KNOW, DOZENS OF DIGITAL CERTIFICATES TO HAVING EVERYTHING UNDER SINGLE SHOP, THAT'S GOOD, UM, AND- AND UNDERSTAND HOW THERE'S, UM, YOU KNOW, SECURITY BENEFITS TO- TO MOVING TOWARDS INDIVIDUAL AUTHENTICATION. UM, SO RECOGNIZE WHY YOU'RE MAKING THESE CHANGES, UM, AND ALSO WANNA RECOGNIZE THE- THE, YOU KNOW, THE INTERACTION AND- AND FEEDBACK THAT YOU - THAT ERCOT HAS, YOU KNOW, REQUESTED AND TAKEN FROM, UH, FROM STAKEHOLDERS. AND YOU HIT THE NAIL RIGHT ON THE HEAD WITH THAT LAST, UH, POINT ABOUT, YOU KNOW, THE POTENTIAL COLLISION COURSE WITH HOW FOLKS HAVE BEEN, UM, USING THE EXISTING OR- OR TRYING TO USE THE EXISTING FRAMEWORK TO ALLOW, YOU KNOW, MULTIPLE FOLKS WITH A, UH, WITH ACCESS TO THE SHARED EMAIL ADDRESS TO BE ABLE TO, UH, YOU KNOW, CROWDSOURCE THE... NOT CROWDSOURCE IS TOO LARGE OF A TERM, YOU KNOW, BUT TO HAVE MULTIPLE FOLKS BE ABLE TO- TO SUP- SUPPORT THE AR AND BAR FUNCTIONS. AND AS THAT BECOMES MORE STREAMLINED, WHILE YOU CAN PROVIDE A- A SECONDARY EMAIL ADDRESS FOR AWARENESS, YOU KNOW, WITH- WITH A PROLIFERATION OF MARKET PARTICIPANTS, UM, THAT... AND THAT MAY SIT IN- IN DIFFERENT ENTITIES THAT MAY SIT UNDER A SINGLE MARK- MARKET PARTICIPANT, UM, THERE REALLY IS A NEED TO HAVE THE ABILITY FOR MORE THAN JUST TWO PEOPLE, UM, YOU KNOW, SUPPORTING INTERACTION WITH ERCOT FOR THE REGISTERED ENTITIES. SO, UM, RECOGNIZE THE FEEDBACK WE'VE GOTTEN FROM ERCOT SO FAR AS, HEY, THE PROTOCOL SAY YOU GET ONE AR, ONE BAR, UM, VISTRA WOULD BE VERY SUPPORTIVE OF MODIFYING THAT LANGUAGE TO ALLOW FOR, YOU KNOW, A HANDFUL OF BARS SO THAT WE CAN ENSURE THAT THERE'S, YOU KNOW, DEFENSE IN DEPTH AND MAKE SURE THAT WE'VE GOT ADEQUATE COVERAGE TO MAKE SURE OR, YOU KNOW, ALL OF THE MARKET PARTICIPANTS ARE ABLE TO ENGAGE WITH ERCOT IN THE WAY THAT THEY NEED. UM, SO IF THAT IS A GATING ISSUE FOR RECONCILING THAT- THAT COLLISION, WE'RE MORE THAN HAPPY TO, YOU KNOW, WORK WITH ERCOT TO, UH, SPONSOR THAT NPRR AND, UH, MOVE IT FORWARD. ALL RIGHT. UM, WELL, I BELIEVE I HAVE DOUG FAUN ON THE LINE THAT CAN, UM... MAYBE I'LL START AND I'LL LET - I'LL LET HIM FINISH. SO, UH, THERE'S REQUESTS FOR... TO HAVE MULTIPLE AUTHORIZED R - MULTIPLE BACKUP AUTHORIZED REPRESENTATIVES. THE- THE CURRENT FORMS ONLY ALLOW YOU TO BASICALLY DESIGNATE AN AUTHORIZED REPRESENTATIVE AND A BACKUP. QUESTION IS, CAN WE HAVE SOME MORE? SO I- I BELIEVE THE ANSWER YOU'VE GOTTEN IS THE CURRENT F - UH, CURRENT PROTOCOLS, BECAUSE THE FORMS ARE IN THE PROTOCOLS ONLY ALLOW YOU FOR OTHERS, SHOULD YOU NEED OTHER ADDITIONAL BACKUP. I DO NOT BELIEVE ERCOT, UH, HAS ANY OBJECTION OR, UH, SYSTEM-WISE O- OTHERWISE AN NPRR IS NEEDED BECAUSE THE FORMS ARE IN THE PROTOCOLS. WE WILL NEED TO DO... MAKE SOME SYSTEM CHANGES AND OUR REGISTRATION SYSTEMS ACCEPT THOSE. UH, BUT, UH, LET ME LET, UH, DOUG ADD TO THAT IF HE'S [04:05:01] STILL ON THE LINE. YEAH, THIS IS DOUG. UM, WE- WE HAVE NO OPPOSITION TO ADDING ADDITIONAL BARS. WE WOULD ASK THAT THE MARKET PARTICIPANTS FILE AN NPRR TO MAKE THAT CHANGE BECAUSE, I MEAN, HONESTLY, I... THERE NEEDS TO BE A NUMBER ON THERE. WE DON'T WANT UNLIMITED BARS BECAUSE I THINK THERE'S SECURITY CONCERNS ABOUT THAT AND SYSTEM CHANGES ABOUT THAT. SO THERE NEEDS TO BE A NUMBER. IS IT ONE, FIVE, THREE, FOUR? I DON'T KNOW HOW MANY... I- I DON'T KNOW WHAT THE STAKEHOLDERS WANT. SO WE WOULD LIKE TO SEE THAT FILED BY THE STAKEHOLDERS AS AN NPR TO ADD THAT NUMBER AND THEN WE CAN ALL TALK ABOUT IT AND IT... HOPEFULLY WE'RE ALL ON THE SAME PAGE. BUT, UM, SO THAT'S SOMETHING I'D ASK THAT- THAT Y'ALL FILE. THANK YOU, DOUG. AND- AND YEAH, WE'RE HAPPY TO- TO WORK WITH OTHER STAKEHOLDERS TO COME UP WITH THAT NUMBER. UM, RECOGNIZE THAT THERE MAY BE DIFFERENT... YOU KNOW, FOLKS MAY BE HOLDING UP DIFFERENT NUMBERS ON THEIR HAND AROUND THE ROOM TO, YOU KNOW, SAY, "HEY, HERE'S WHAT WE NEED." UM, AND IF WE'RE TRYING TO PUT THAT IN, YOU KNOW, IN- IN BLACK LETTER, THEN, UH, WE WANT IT TO BE SOMETHING THAT WORKS FOR FOLKS. SO, UM, THAT'S THE PSA, IS IF YOU HAVE STRONG FEELINGS ABOUT THAT, UM, PLEASE REACH OUT TO, UH, UH, TO VISTRA AND- AND WE'LL HELP COORDINATE THAT. THANK YOU. SO DOUG IS NOT IN THE ROOM, SO FOR HIS... FOR HIS BENEFIT, I'LL SAY I'VE SEEN - I'VE SEEN HANDS AS LARGE AS FOUR. SO IT'S NOT INFINITE, IT'S NOT ONE, SO WE'LL SEE. ALL RIGHT. BUT AGAIN, UH, I- I DID TALK TO DOUG EARLIER. I DON'T THINK WE HAVE AN OBJECTION TO THAT. IT JUST NEED- NEEDS TO BE AN NP- NPRR THAT ERCOT CAN, UH, WORK WITH YOU ALL ON. UH, AND AS A CAVEAT, OUR NEW SYSTEM, THE NEW IDENTITY SYSTEM WILL HANDLE THAT. SO NO ISSUES FROM OUR END EITHER. OKAY. BILL? ANY OTHER QUESTIONS? WELL, THAT'S GOOD TO HEAR THAT THE SYSTEM WILL ACCOMMODATE THAT. SO IT'S REALLY JUST A PROTOCOL THING. IT... SO THAT MAKE... LEADS ME TO THE NEXT QUESTION THEN IS CAN YOU MAKE THAT FUNCTIONALITY LIVE, UH, WHEN YOU IMPLEMENT IT IN Q1, UM, AND JUST HAVE A DIFFERENT PERSON THAT YOU COULD DESIGNATE, UH, TO, UH, SUBMIT REGISTRATION FORMS AND IT- IT NOT BEING CALLED THE BAR FOR NOW? SO ONE OF THE... WE- WE APPRECIATE THE- THE REMOVAL OF THE DIGITAL- DIGITAL CERTIFICATES, THAT IS, UH, A GOOD STEP FORWARD, BUT WHERE WE HAVE A SIGNIFICANT STEP BACKWARDS IN TERMS OF FUNCTIONALITY IS IT IS COMMON BEST PRACTICE TODAY TO USE DISTRIBUTION LISTS FOR NEARLY EVERY MAJOR FUNCTION OF THE MARKET. SO YOU HAVE OPERATIONS FOLKS, YOU HAVE SETTLEMENTS, YOU HAVE CREDIT, UM, AND THEN THOSE THAT GET THE GENERAL NOTICES. SO BY RE- REMOVING THAT, YOU- YOU PLACE CONSIDERABLE RISK ON MARKET PARTICIPANTS WHERE YOU HAVE LIKE A COMMON POINT OF FAILURE BY NAMING ONE PERSON OR TWO. AND SO WE APPRECIATE THE ABILITY TO INCLUDE A SECONDARY EMAIL, BUT WE MAY NEED MANY SECONDARY EMAILS DEPENDING ON THE FUNCTIONALITY FOR WHAT WE ARE DOING. LIKE IN THE NCIS, WHO'S YOUR CREDIT CONTACT? IT'S... YOU LIST A NAME AND IT'S A DISTRIBUTION LIST SO THAT THE ENTIRE CREDIT TEAM GETS THE NOTICES INSTEAD OF ONE PERSON. THAT IS, UH, WE WOULD ASK THAT THAT FUNCTIONALITY EVENTUALLY BE INCLUDED IN THIS SO THAT WE CAN CONTINUE THAT BEST PRACTICE TO MAKE SURE THERE ARE NUMEROUS FOLKS THAT GET THE NOTICES, UM, THROUGH THE REGISTRATION SYSTEM. AND THEN THE ONE THAT NED TOUCHED ON IS RIGHT NOW, IT'S ALSO COMMON BEST PRACTICE TO HAVE SOMEONE OR A TEAM OF PEOPLE THAT ARE RESPONSIBLE FOR MANAGING THE REGISTRATIONS. THAT IS NOT THE AR, THE BAR. SO HAVING ONE SINGLE PERSON OR TWO PEOPLE HAVE TO MANAGE ALL OF THE REGISTRATION SUBMISSIONS, NCIS, NSIPA ATTESTATIONS, AND EVERYTHING ELSE THAT'S COMING IS A MAJOR, MAJOR, MAJOR, UH, STEP BACKWARDS IN TERMS OF FUNCTIONALITY. YOU CAN SOLVE THAT BY WHAT, UH, VISTRA'S PROPOSED, WHICH IS ADD EXTRA BARS. SO NOW YOU CAN HAVE YOUR FOLKS THAT- THAT PROCESS YOUR NCIS AND REGISTRATION CHANGES ADDED TO THOSE LISTS OF BARS, UM, OR IF THE FUNCTIONALITY IS ALREADY INCLUDED IN THE SYSTEM, YOU COULD JUST ALLOW THE AR TO DESIGNATE SOMEONE THAT MANAGES THE REGISTRATIONS AND NOT CALL THE BAR FOR NOW. UH, THAT WOULD GREATLY HELP THE INITIAL ROLLOUT OF THIS, BECAUSE OTHERWISE YOU'RE GONNA HAVE TO... COMPANIES ARE GONNA HAVE TO NAME PEOPLE AS A BAR THAT IS NOT REALLY A BAR. THERE'S... THEIR JOB IS TO PROCESS THE REGISTRATION, UH, DOCUMENTATION. THAT'S NOT A GREAT PLACE TO BE. SO, UH, IF THOSE... IF THAT'S SOMETHING WE COULD DO ON THE INITIAL REGISTRATION, I DON'T CARE WHAT YOU CALL, CALL IT, IS YOU CAN DESIGNATE SOMEBODY ELSE, [04:10:02] UH, AND THEY CAN SUBMIT, BECAUSE THEY'LL- THEY'LL HAVE TO AUTHICATE, UH, AUTHENTICATE THEIR, UM, LOGIN AND EMAIL ADDRESS TO GET INTO THE MSPS AFTER THE AR DESIGNATED IT, SO THEIR AUTHENTICATION IS FIXED, BUT THEN THEY COULD SUBMIT REGISTRATION CHANGES THAT SOLVES A LOT OF THE PROBLEMS. SO, UM, THE ABILITY TO ACT ON BEHALF OF THE AUTHORIZED REPRESENTATIVE, THE AUTHORITY TO BIND, THAT IS WHAT'S IN THE PROTOCOLS AND WOULD NEED AN NPRR. THAT WOULD REQUIRE A... WOULD ALSO REQUIRE A SYSTEM CHANGE, NOT REGISTRATION SYSTEM. IT'S DOABLE, BUT IT NEEDS TO FOLLOW THE NPRR ROUTE. NOW, YOU HAD A, A... I KNOW WE'VE, WE'VE TALKED ABOUT A DIFFERENT USE CASE, BUT THE, THE USE CASE THAT WE TALKED ABOUT FALLS SHORT OF THE ABILITY TO SUBMIT THAT WAS MORE ON COULD YOU, COULD WE USE, UH, FOR EXAMPLE, THE NEW IDENTITY ACCESS MANAGEMENT PROCESS TO EMPOWER SOMEONE OTHER THAN THE AR THAT COULD PREPARE, RESEARCH, HAVE ACCESS TO THE INFORMATION ON OUR SYSTEM SO THE AR COULD SEE. UH, LET'S USE THE NOTICE OF CHANGE OF INFORMATION AS AN EXAMPLE. IF SOMEONE HAD ACCESS TO THE RE - ONE OF THE BENEFITS OF THE NEW MARKET SERVICE PORTAL WOULD BE FOR YOU TO BE ABLE TO LOG IN AND SEE ALL THE REGISTERED CONTACTS THAT YOU HAVE TODAY. MM-HMM. AND THEN, UH, THROUGH, UH, A, AN EASY PROCESS, SUBMIT AN NCI WHILE YOU'RE THERE. IF SOMEONE ELSE WAS ABLE TO SEE THAT INFORMATION, THAT IS NOT AN AR, PREPARE THE NOTICE OF CHANGE OF INFORMATION, BUT ROUTE IT TO YOU FOR APPROVAL. THAT PART IS IMPORTANT AS LONG AS THE PROTOCOLS ARE THE WAY THEY ARE. SO I WANTED TO BIFURCATE. SO, UH, TO RESTATE WHAT I THOUGH YOUR QUESTION WAS IS, HEY, COULD, UH, WHOEVER SPONSORED THE NPR WORK WITH NPR TO CHANGE THE PROTOCOLS TO HA- HAVE ADDITIONAL BACKUP AUTHORIZED REPRESENTATIVES, BUT EITHER IN PARALLEL OR OTHERWISE LOOK INTO ENABLING OTHERS THAT COULD HAVE ACCESS TO THE INFORMATION THAT IN THE MARKET, THAT'S IN THE MARKET PARTICULAR SERVICE PORTAL, BUT AT THE END, THE SUBMISSION, OR AT LEAST WHAT YOU CALLED THE ONE CLICK APPROVAL, BE SOMETHING THAT THE AR WOULD DO SO THAT THE END RESULT BE- BECOMES THE SAME, THAT, THAT ERCOT RECEIVES THE INFORMATION AS SUBMITTED BY THE PERSON THAT HAS THE AUTHORITY TO BIND. THAT IS SOMETHING WE CAN LOOK INTO THAT I WOULD LOVE TO - OKAY. FOLLOW UP ON THAT USE CASE. THAT WORKS. AND MAYBE YOU CAN TALK ABOUT IT NEXT WEEK. AS WELL. I THINK WE PROBABLY WANT BOTH, BUT IT - FALLS SHORT OF WHAT YOU NEED THAT REQUIRES NPR. WELL, I'M MORE WORRIED ABOUT ACTUALLY IMPLEMENTING THIS THING IN Q1 WHERE WE CAN'T ACTUALLY HANDLE IT. AND THAT'S WHAT I'M WORRIED ABOUT. GOT IT. IT SOUNDS LIKE THIS IS GOING FORWARD. UH, AND I'M JUST WONDERING IF THERE'S ANY WAY WE CAN MAYBE HOLD IT UP UNTIL WE CAN AT LEAST GET THE FUNCTIONALITY IN HERE SO THAT WE CAN CONTINUE TO OPERATE, UH, AS WE HAVE B - HAVE, HAVE DONE IN TERMS OF UPDATING REGISTRATION INFORMATION. UM, AND MAYBE IT'S JUST, IF THIS IS JUST A PROTOCOL CHANGE AND THE FUNCTIONALITY IS THERE, MAYBE WE COULD PROBABLY GET THAT NPR APPROVED PRETTY QUICKLY. UH, IT'S JUST, IT'S, THIS IS PRETTY IMPORTANT BECAUSE YOU'RE GONNA REALLY CAUSE MARKET PARTICIPANTS TO RELY ON ONE OR TWO PEOPLE IN THEIR COMPANIES FOR ALL OF THIS INFORMATION AND THAT, UH, SEEMS LIKE A, A PRETTY BIG RISK OF FAILURE. HERE'S, HERE'S WHAT I WOULD ASK IS IF, AGAIN, UH, AND IT WILL BE A WMS NEXT WEEK ANYWAY, AND MAYBE I COULD REACH OUT TO YOU TO MAKE SURE THAT WE UNDERSTAND THE USE CASE ENOUGH IF IT'S SOMETHING THAT ERCOT COULD DELIVER WITH, WITH THE PROTOCOLS AT THE WAY, THE WAY THEY ARE, AND WE CAN GO, GO DOWN THAT ROUTE WHILE RECOGNIZING THE ULTIMATE THING THAT YOU'RE LOOKING FOR IS, IN FACT, AGAIN, REQUIRES A PROTOCOL CHANGE BECAUSE THE FORMS ARE IN THE PROTOCOLS. DOES THAT MAKE SENSE? YES. OKAY. SO I'LL - OKAY. FOLLOW UP WITH YOU, AND THEN IF, AGAIN, IF ANYONE ELSE HAS THE SAME USE CASE AND CAN, UH, GIVE ME USE CASE, FEEL FREE TO, TO SEND IT TO EITHER MY OWN PERSONAL ERQAT EMAIL ADDRESS. THAT'S TED, T-E-D.HAILU, H-A-I-L-U@COD.COM, OR CLIENT SERVICES@HIRICAT.COM IF YOU CAN'T REMEMBER IT. BUT I WOULD LOVE TO KNOW THE USE CASE ENOUGH AND TO WORK WITH NICK. THAT, THAT WOULD REQUIRE ESSENTIALLY A, AN IDEN ACCESS MANAGEMENT ROLE AND S - AND SO ON THAT THAT'S THE PART THAT I'M SAYING THE SYSTEMS COULD DO, BUT WE'LL NEED TO UNDERSTAND THE USE CASE. BUT THE FINAL ONE, THE ABILITY, THE AUTHORITY TO BIND WOULD REQUIRE, WOULD, WOULD NEED TO WAIT FOR THE PROTOCOL CHANGE. OKAY. BUT YOU DID ASK THE QUESTION, COULD WE WAIT, COULD WE WAIT UNTIL THESE TWO ARE EMERGED? THAT'S A, A DIFFERENT QUESTION. WHEN, WHEN'S, WHEN DO YOU PLAN TO IMPLEMENT THIS THING IN PRODUCTION? WE DO NOT HAVE A DATE FOR THAT YET. OKAY. WE'VE BEEN TALKING ABOUT IN TERMS OF Q- Q1 - THERE'S SOME FLEXIBILITY THERE. Q1 RIGHTNOW. OKAY. UH, [04:15:01] Q1 2020, 2027. GREAT. BUT WE... I DID, THAT DOES REMIND ME THAT WHAT CAN YOU EXPECT MILESTONES AND TIMELINES? THERE WILL BE AT LEAST AN ADDITIONAL WORKSHOP. THERE'LL BE MARKET PARTICIPANT TESTING, AND THERE'LL BE A SERIES OF MARKET NOTICES. THERE'LL BE DOCUMENTATIONS, TR - BOTH TRAINING AND USER GUIDES. THOSE ARE THE THINGS YOU CAN EXPECT BETWEEN NOW AND WHAT, WHAT WE OWE YOU IS WHEN ARE THOSE MILESTONES GOING TO BE READY? WHEN IS THE WORKSHOP? WHEN IS THE TESTING? AND WHEN IS A, UH, TENTATIVE GO LIVE DATE? OKAY. GREAT. THANK YOU, TED. ALL RIGHT. LET'S GO TO BETH. YEAH. UH, NOT MY PROBLEM. NOT MY, YOU KNOW, NOT MY, NOT MY CIRCUS, NOT MY MONKEYS. BUT, UM, YOU KNOW, WHEN I HEAR YOU, TED, TALK ABOUT, "YEAH, WELL, THAT MAY BE A USE CASE WE NEED TO, WE NEED TO CONSIDER." UH, THAT, THAT SOUNDS VERY DISAPPOINTING TO ME FROM AN ERCOT PERSPECTIVE THAT THOSE CONVERSATIONS HAVEN'T HAPPENED YET TO UNDERSTAND THE USE CASES NECESSARY, THE PROCESSES THAT MARKET PARTICIPANTS ARE USING ON THEIR SIDE BEFORE YOU'RE GONNA CHANGE ON YOUR, ON THE ERCOT SIDE. UH, SO WHATEVER THAT MEANS. UM, THE REAL QUESTION, OR THE REAL, REAL REASON I GOT IN THE QUEUE WAS WE HEARD EARLIER ABOUT THE, THE, THE CREDIT WORKING WOR - GROUP WAS... EXCUSE ME. CREDIT WORKING GROUP WAS HEARD THAT ERCOT WANTS TO IMPLEMENT A KIND OF CREDIT PORTAL. IS THAT ALL PART OF THIS? IS THIS ALL BEING, UH, UH, DISCUSSED FROM ERCOT'S PERSPECTIVE ON A, ON A CONSISTENT BASIS, SIMILARLY? AND YOU DON'T KNOW, SO THAT TELLS ME NO. I AM, I AM NOT AWARE OF THE USE CASE NOW. UH, AT, AT A HIGH LEVEL, THE MARKET PARTICIPANTS FIRST PORTAL STARTS WITH SIX USE CASES THAT ARE, THAT ARE SLATED FOR Q1. THERE'S A SERIES OF USE CASES - HAVE MARKET PARTICIPANTS SEEN THOSE USE CASES? YES. YES. OKAY. WE, WE, THAT'S WHAT WAS SHARED AT THE, AT THE, UH, WORKSHOP. THE NEXT SET OF USE CASES IS IN THE NPR 1315 AND 1351, I BELIEVE ARE COMING TO PRS, UH, SOON, OR, OR THEY'VE, THEY'VE, THEY'VE, THEY'RE MAKING THEIR WAY THROUGH THIS, THROUGH THE, UH, MARKET RULES, MARK- MARKET RULES PROCESS. WHAT I WAS GOING TO SAY IS THE MARKET PARTICIPANT SERVICE PORTAL, UH, AS WE'VE TALKED IN THE, IN THE WORKSHOP AND LAST TIME WHEN I WAS HERE, IS A MULTI-YEAR JOURNEY WHERE WE'RE GOING TO, UH, MEET WITH MARKET PARTICIPANTS, IDENTIFY THESE USE CASES, PRIORITIZE THEM, AND THEN, UM, UH, MAKE THESE THINGS THAT WE DO TODAY, PAINFUL PROCESSES THROUGH EMAILS, UH, FORMS THAT HAVE TO BE SUBMITTED, AND INTERNALLY, AGAIN, MANUAL PROCESS INTERNALLY ALSO, WE'LL BE DOING THAT. BUT I DID WANNA SECOND YOUR, UH, DISAPPOINTMENT IN THE FACT THAT WE DO NOT KNOW ALL THE USE CASES. IN THIS CASE, FOR THE SHARED EMAIL ADDRESSES, WE LOOKED AT THE USE CASES AND WE, UM, I WOULD SAY GUESSED, FOR LACK OF A BETTER WORD, OF WHAT WE BELIEVE THE SHARED USE CASES ARE, AND WE ARE GETTING TO, TO KNOW MORE. AND YOU'RE RIGHT, WE SHOULD DO BETTER. SO ON THE CREDIT PORTAL THING, IS THAT A - I'LL, I'LL FIND OUT IF IT'S ANYTHING OTHER THAN - THAT, THAT TELLS ME WHAT I NEED TO KNOW. THE AUTOMATION... YEAH, OTHER THAN AT A HIGH LEVEL, IF IT'S AN AUTOMATION, UH, IF SOMEONE HAS TOLD YOU THAT THERE'S A MANUAL PROCESS THAT, THAT WILL BE SLATED INTO QUEUE OF, UH, PROCESSES THAT WERE AUTOMATED THROUGH THE MARKET PARTICIPANT POLL, THAT WILL BE RIGHT, BUT THAT WILL ALSO BE RIGHT ABOUT ANYTHING THAT YOU WOULD IDENTIFY AND LET US KNOW. AND, AND THE SERIES OF WORKSHOPS COME, UH, COMING SOON WILL BE, UM, AN ATTEMPT TO IDENTIFY AND PRIORITIZE THOSE. AGAIN, NOT MY CIRCUS, NOT MY RODEO, UH - WE STILL APPRECIATE BETH. BEING OBNOXIOUS. YEP. SOMEBODY'S GOT IT. THANK YOU. OKAY. KATIE, RICH, ARE YOU ON THE PHONE? OKAY. KATIE SAID MARKET PARTICIPANTS HAVE PROVIDED INPUT ON USE CASES. I'LL LET HER ADD IF SHE'S THERE. OKAY. CAN WE, UH, WRAP THIS UP? TED, DO YOU HAVE WHAT YOU NEED FROM US? MORE THAN WHAT YOU NEED? YES. AGAIN, WE'LL BE AT WMS NEXT WEEK, UH, FOR, FOR ADDITIONAL FEEDBACK. HOW LONG IS THIS MEETING, BILL? THEY'LL BE AT WMS ALSO? OKAY. YEAH, TWO DAYS. IT'S A TWO-DAY MEETING NOW. IT'S A TWO-DAY MEETING. ALL RIGHT. UM, WELL, THANK YOU. I THINK WE [12. Other Business] CAN MOVE ON TO OTHER BUSINESS. UH, FIRST UP IS THE 2027 MEMBERSHIP SEGMENT REPRESENTATIVE ELECTIONS. SUSIE? YES, THANK YOU, CAITLIN. THIS IS SUSIE CLIFTON WITH ERCOT, AND I'M GONNA GIVE THE SAME REMINDER THAT I'VE BEEN GIVING, UH, EARLIER THIS MONTH. UH, BACK IN SEPTEMBER, MEMBERSHIP SERVICES SENT OUT A MARKET NOTICE AND NOTICES TO THE TAC AND SUBCOMMITTEE LISTENERS REGARDING, UM, YOUR 2027 MEMBERSHIP THROUGH THE PORTAL AND FEES PAID. AND THEY ALSO SENT A REMINDER IN OCTOBER, AND SO I'M JUST NOW REMINDING HERE, HERE AGAIN, [04:20:01] THAT THE DATE OF RECORD IS FRIDAY, NOVEMBER 6TH, AND THEN THE ELECTIONS WILL BEGIN ON THAT FOLLOWING TUESDAY, NOVEMBER 10TH. AND THEN I WILL SEND, UH, THE TAC AFFIRMATION LETTER TEMPLATE AND THE LETTER OF EMPLOYMENT AGENCY FOR THE SUBCOMMITTEE SEATS THIS AFTERNOON. AND SO YOU CAN GO AHEAD AND START SUBMITTING THOSE DOCUMENTS IF DESIRED. NOW, THESE ARE NOT NOMINATIONS, THIS IS JUST THE REQUIRED DOCUMENTS. ANY QUESTIONS? I THINK... WEREN'T THOSE SENT ALREADY? I DID SEND THEM AFTER THE PRS MEETING, BUT, UM, IN THE PREVIOUS YEARS, WE'VE BEEN ASKED TO SEND THEM BOTH AFTER PRS AND AFTER TAC. AWESOME. UM, AND WE'VE GOT VERY LITTLE SHORT PERIOD OF TIME BEFORE THE DATE OF RECORD FROM TODAY'S MEETING. OKAY. AND SO, NED, I SEE YOU HAVE A QUESTION. YEAH, THIS SHOULD HOPEFULLY A QUICK ONE. I- IF GOING THROUGH THE PORTAL YOU GET THE NOTICE OF APPROVAL, DOES THAT MEAN THAT, UH, APPLICATION HAS BEEN SUBMITTED, REVIEWED, ACCEPTED, AND THE PAYMENT HAS BEEN RECEIVED? TO MY KNOWLEDGE, IT DOES, FROM WHAT MEMBERSHIP SERVICES HAVE TOLD ME IN THE PAST. BUT ALSO, YOU CAN LOOK ON THE GOVERNANCE PAGE UNDER MEMBERSHIPS, AND YOU CAN LOOK, AND IF YOU SEE THAT YOUR COMPANY IS THERE, EVERYTHING IS COMPLETE.THAT'S AN ALL CLEAR. OKAY. THANK YOU. APPRECIATE THAT. OKAY. ANYTHING ELSE? SUSIE, WE HAVE... MY SEGMENT HAS AN OFFLINE QUESTION FOR YOU. OKAY. UM, WE... LET'S GO TO... IT'S ME. THE, UH, SO THE ANNUAL MEMBERSHIP MEETING, TAX SPEAKER, UH, WE ARE GONNA HAVE JAY HARPOL FROM THE RETAILER SEGMENT SPEAK. I DON'T... JAY, IS HE ON? DOES HE WANT TO BE RECOGNIZED? GREAT JOB. WE'RE ALL VERY EXCITED. I'M HERE. THANK YOU. LOOKING FORWARD TO IT. THANK YOU. YEAH. THANK YOU FOR THE... I THINK, I THINK BILL BARNES, WHO HAS BEEN VOLUNTOLD ALL MEETING, VOLUNTOLD YOU. SO, UM, SO WE'RE, WE'RE EXCITED ABOUT IT. AND THANK YOU. THAT IS ACCURATE. THAT IS ACCURATE. THANK YOU. ALL RIGHT. WE APPRECIATE IT. UM, ANY QUESTIONS OR COMMENTS THERE? OKAY. UM, ACTION ITEMS LIST. CAN WE JUST CROSS OFF THAT LAST ONE? YEAH. I THINK WE JUST HAVE ONE OTHER ADMINISTRATIVE CHANGE THAT CAME FROM WMS, IF I REMEMBER CORRECTLY. IT WAS RELATED TO THE DOE 202C ITEM. I BELIEVE THAT WAS REASSIGNED TO KANAN, PERHAPS UNWILLINGLY, BUT UNTIL HE FINDS SOMEONE INTERNALLY TO GIVE IT TO, CAN WE PUT YOUR NAME DOWN HERE T - AT LEAST TEMPORARILY FOR THIS? YES, I'M HAPPY TO TAKE THAT ONE. THAT IS THE NOTICE OF, UM, LOAD, UH, CURTAILMENT BY ERCOT TO DO - OKAY. DEPARTMENT OF ENERGY. GREAT. SO WE'LL JUST SWITCH, BLAKE. YEP. IT'S ALREADY DONE. THANK YOU. THAT'S IT. AND NO PRESSURE, BUT IT'S THE LAST ITEM. SO... DO YOU NEED ANYTHING MORE? I... WE'LL WRAP THAT ONE UP, AND THEN WE WON'T HAVE A ACTION ITEMS LIST. FINISH. YEAH. OKAY. UM, WE DID THE COMBO BALLOT ALREADY. SO, UH, ANY OTHER, OTHER BUSINESS? I DON'T HAVE ANYTHING. THE THEME WAS GOOD. WE DIDN'T PARTICIPATE, BUT IT WAS GOOD. AND I'VE BEEN WATCHING HOTEL TRANSYLVANIA A LOT, BUT, UH, GETTING A THREE-YEAR-OLD TO SAY TRANSYLVANIA, UH, IS CONFUSING. SO I JUST WANNA SAY - ALL RIGHT, THANKS EVERYBODY. I THINK THE THEME WAS BILL BARNES IS THE PERMANENT WNMS CHAIR. IT STOLE A SHOW. I'M GETTING GANGED UP ON HERE. YOU STOLE THE SHOW, BILL. WE KNOW YOU HATE ATTENTION. HE COULD BE THE KEVIN GRESHAM OF PRS. YEAH. HE CAN BE A WMS KING, RIGHT? NOT AT ALL. IT WAS IN THE AGREEMENT. THERE WAS... THERE'S NO WRITTEN AGREEMENT THAT I'M AWARE OF. NO VERBAL OR WRITTEN AGREEMENT. A BACK ROOM HANDSHAKE AGREEMENT WHEN IT'S NOT - I, I AGREE. THERE'S NO... I, I THINK I MADE THE DEAL AND I DON'T RECALL AN, AN AGREEMENT. OKAY. UM, WE CAN ADJOURN AND WE'LL BE BACK IN THREE WEEKS AND PAY ATTENTION TO THE THINGS THAT ARE GONNA BE VOTED ON NEXT HACK. GO TO KANAN, GO TO ROSS AND ARGUE THERE INSTEAD OF HERE. ALL RIGHT. THANKS, EVERYONE. * 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.