Meeting Summary - 05/21/2025 PWG Meeting

Grid Monitor AI | Posted 05/21/2025

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05/21/25 - ERCOT - PWG Meeting

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An update on the BUS IDRRQ and LGR profile market counts was provided.
The BUS LRG counts have been relatively stable over the last year.
TNMP (Texas New Mexico Power) will update their accounts by the end of the second quarter.
Rob Bevill confirmed TNMP is on track with BUS IDRRQ conversions by June.
Remaining utilities are mostly in a holding pattern with few conversions currently.
Rob plans to send out a market notice for the start date of conversions, expected in the June billing cycle.

Items 5 and 6 were taken up together.
Validation update presented and newly posted on the meeting page.
Exceptions received from AEP, CenterPoint, and Nueces.
Pending exceptions from Oncor discussed; ongoing communication to resolve.
Texas New Mexico has mostly completed their validation, pending a single exception.
No requests received for a specific list since 2021, but a prepared list is available.
Sample emails discussed for notifying market participants regarding validation start.
Recommendation to explore the ERCOT website for relevant documentation and templates under: https://www.ercot.com/services/comm/mkt_notices/archives
Discrepancies between calendar month and billing cycle calculations lead to variances in data.
BUS Load factor frequency distribution analyzed; skewness observed requiring potential threshold adjustments.
Discussion on load factors affecting the pricing and operational efficiency decisions.
Potential to reduce "flip-flopping" in load profiles by evaluating historical calculations.
Possibility to introduce a two-step validation process and implement a buffer for load factor changes.
Exploration of automating some processes to reduce costs and minimize admin fees discussed.
Next steps involve analyzing and refining exceptions and flip-flop data with potentially new criteria.

Review flip-flop data to determine appropriate buffer or criteria for load factor changes.
Explore implementation issues regarding potential changes in SaaS code for automated processes.
Investigate market notices and templates within ERCOT’s archived resources.
Coordinate with stakeholders for any potential changes and how it impacts future processes.
Schedule next steps for data provision and meeting discussions post-analysis.

Need for differentiation in handling residential and business exceptions.
Value of load profiles beyond settlement purposes, including forecasting and rate decisions.
Challenges with current processes and potential solutions for improving efficiency.
Impact of potential changes on the ERCOT guides and necessary updates.

Jordan Troublefield completed conversion of the Excel-based load profile decision tree to Word, originally in Appendix D of the load profile guide.
Examination of the language used in Excel and considerations for future enhancements led to holding off on the initial review.
The team began reviewing the document as of an October handoff, aiming to incorporate changes collaboratively during the meeting.
There was discussion on how best to organize and present definitions and sections for ease of navigation.
Specific attention was given to differentiating definitions such as 'assignment year' for residential versus business profiles.
Multiple approaches were discussed for easier visualization of profile types, segments, and groups, including potential use of tables or matrices.
Identified areas where definitions might be redundant due to the existence of references elsewhere, such as protocols, and discussed potential elimination.
Emphasized need for iterative review, focusing on key definitions and user navigation.
Decision to review document during a future meeting, with emphasis on posting the current version and further defining segment definitions.

The team will continue to modify and streamline definitions, using a more visual or matrix-style approach for clarity.
A future meeting will focus on more concentrated review, aiming for collaborative in-person engagement to align efforts.