Timeline Estimate
status
unanchoredstudy floor n/aconfidence lowbatch_zero_eligible not provided — batch track unknown
| Option | Timeline signal | Inputs needed | Key tradeoff |
|---|---|---|---|
| Current approach (baseline) ★ | ⚠ No date floor — provide batch_zero_eligible | 3 items needed | Ops exposure: high; 3 items still needed |
| Single energization plan | ⚠ No date floor — provide batch_zero_eligible | 3 items needed | Ops exposure: high; 3 items still needed |
| Multi-POI topology | ⚠ No date floor — provide batch_zero_eligible | 3 items needed | Ops exposure: high; 3 items still needed |
ERCOT / ONCOR300 MW · 2026Q3Trueunanchoredstudy floor n/aconfidence low4missing 2not_satisfied 5unknown 1| Option | Timeline signal | Inputs needed | Key tradeoff |
|---|---|---|---|
| Current approach (baseline) ★ | ⚠ No date floor — provide batch_zero_eligible | 3 items needed | Ops exposure: high; 3 items still needed |
| Single energization plan | ⚠ No date floor — provide batch_zero_eligible | 3 items needed | Ops exposure: high; 3 items still needed |
| Multi-POI topology | ⚠ No date floor — provide batch_zero_eligible | 3 items needed | Ops exposure: high; 3 items still needed |
Baselineclass unknownSource BaselinePhased Energizationclass designSource System Generated TogglePoi Topology Choiceclass designSource System Generated ToggleCo Location Signalclass hardSource System Generated ToggleExport Capability Choiceclass designSource System Generated Toggle4
missing 2
not_satisfied 5
unknown 1
total 12| Status | Requirement | Missing fields | Predicate traces | Guidance |
|---|---|---|---|---|
not_satisfied | Initial Energization prerequisites include inclusion of the Load in the Network Operations Model (Planning Guide Section 9.6(a)). IDs & citationrule_id PG9_019_ENERGIZATION_NOM_INCLUSIONdoc_id ERCOT_PLANNING_GUIDEloc p.141, Section 9.6(a) ("Inclusion of the Load in the Network Operations Model") | None | is_requesting_energization==True (True)nom_included==True (False) | GuidanceGuidance sources (docs/raw)
source
ERCOT_PLANNING_GUIDE PDF p.141, Section 9.6(1)(a) (Inclusion of the Load in the Network Operations Model)
source ERCOT_PLANNING_GUIDE PDF p.99, Section 6.6.1(1) (interconnecting TSP shall not add Large Load to NOM until conditions met)
source ERCOT_LLI_ENERGIZATION_REQUEST PDF p.2 (Energization Request: NOM included; provide NOMCR # / Production Load Date / Maximum MW Modeled)
source ERCOT_LLI_ENERGIZATION_REQUEST PDF p.3 (Energization Request: ERCOT written approval required before energization)Owner / recipient
owner
Interconnecting TSP
recipient ERCOTWhat to do
Ensure the Large Load is included in the ERCOT Network Operations Model (NOM) and provide the NOMCR details in the Energization Request for ERCOT written approval prior to energization.
Evidence (completion proof)
|
not_satisfied | Initial Energization prerequisites include verification that all required telemetry is operational and accurate (Planning Guide Section 9.6(b)). IDs & citationrule_id PG9_020_ENERGIZATION_TELEMETRY_OPERATIONALdoc_id ERCOT_PLANNING_GUIDEloc p.141, Section 9.6(b) ("required telemetry is operational and accurate") | None | is_requesting_energization==True (True)telemetry_operational_and_accurate==True (False) | GuidanceGuidance sources (docs/raw)
source
ERCOT_PLANNING_GUIDE PDF p.141, Section 9.6(1)(b) (Verification that all required telemetry is operational and accurate)
source ERCOT_LLI_ENERGIZATION_REQUEST PDF p.1 (Energization Request: Entity providing telemetry + telemetry contact fields)
source ERCOT_LLI_ENERGIZATION_REQUEST PDF p.2 (Energization Request: telemetry operational/accurate as-of date)
source ERCOT_LLI_ENERGIZATION_REQUEST PDF p.3 (Energization Request: ERCOT written approval required before energization)Owner / recipient
owner
Interconnecting TSP
recipient ERCOTWhat to do
Confirm required telemetry is operational and accurate (document the as-of date on the Energization Request) and obtain ERCOT written approval prior to energization.
Evidence (completion proof)
|
satisfied | Initial Energization prerequisites include completion and approval of any required Subsynchronous Oscillation (SSO) studies (Planning Guide Section 9.6(d)). IDs & citationrule_id PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIREDdoc_id ERCOT_PLANNING_GUIDEloc p.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)") | None | is_requesting_energization==True (True)sso_required==True (True)sso_complete_and_mitigation_in_place==True (True) | — |
satisfied | Initial Energization prerequisites include submission of a current Load Commissioning Plan (LCP) meeting Section 9.2.4 requirements (Planning Guide Section 9.6(e)). IDs & citationrule_id PG9_022_ENERGIZATION_CURRENT_LCP_REQUIREDdoc_id ERCOT_PLANNING_GUIDEloc p.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)") | None | is_requesting_energization==True (True) | — |
satisfied | Energization gating condition references ERCOT communication of LLIS completion (Planning Guide: "ERCOT has communicated the completion of the LLIS..."). IDs & citationrule_id PG9_023_LLIS_COMPLETION_COMMUNICATEDdoc_id ERCOT_PLANNING_GUIDEloc p.100, ("ERCOT has communicated the completion of the LLIS") | None | is_requesting_energization==True (True)llis_completed_and_ercot_approved==True (True) | — |
not_satisfied | Execution of required interconnection agreements and provision of required financial security are gating conditions tied to Planning Guide Section 9.5 responsibilities. IDs & citationrule_id PG9_024_AGREEMENTS_AND_FINANCIAL_SECURITYdoc_id ERCOT_PLANNING_GUIDEloc pp.139-140, Section 9.5 ("have received the financial security required") | None | is_requesting_energization==True (True)agreements_executed==True (False) | — |
Unknown (confirm applicability) | Initial Energization prerequisites may include completion of ERCOT Quarterly Stability Assessment (QSA) requirements when applicable (Planning Guide Section 9.6(1)(c)). IDs & citationrule_id PG9_031_ENERGIZATION_QUARTERLY_STABILITY_ASSESSMENT_REQUIREDdoc_id ERCOT_PLANNING_GUIDEloc p.141, Section 9.6(1)(c) ("Completion of the requirements of Section 5.3.5, ERCOT Quarterly Stability Assessment") | None | ercot_quarterly_stability_assessment_required applicability unknown (absent) => unknown (confirm applicability) | GuidanceGuidance sources (docs/raw)
source
ERCOT_PLANNING_GUIDE PDF p.141, Section 9.6(1)(c) (Completion of the requirements of Section 5.3.5, ERCOT Quarterly Stability Assessment)
source ERCOT_PLANNING_GUIDE PDF pp.77-79, Section 5.3.5 (Quarterly Stability Assessment: eligibility, prerequisites, deadlines)
source ERCOT_PLANNING_GUIDE PDF p.79, Section 5.3.5(7) (ERCOT posts QSA results report to MIS Secure Area within 10 Business Days)Owner / recipient
owner
Interconnecting TSP / ERCOT
recipient ERCOTWhat to do
If applicable for the target energization period, ensure the project meets the prerequisites for inclusion in ERCOT's Quarterly Stability Assessment (Section 5.3.5) and track completion of the assessment/results report before energization.
Evidence (completion proof)
|
missing | As part of Section 9.5.1 prerequisites, the interconnecting TSP has received notice to proceed with construction of all required interconnection facilities (Planning Guide Section 9.5.1(iii)). IDs & citationrule_id PG9_034_NOTICE_TO_PROCEED_INTERCONNECTION_FACILITIES_REQUIREDdoc_id ERCOT_PLANNING_GUIDEloc p.139, Section 9.5.1(iii) ("The interconnecting TSP has received notice to proceed with the construction of all required interconnection Facilities") | notice_to_proceed_received | is_requesting_energization==True (True)notice_to_proceed_received missing | — |
missing | For transmission-voltage Large Load interconnections, confirm the required permanent breaker configuration is in place/confirmed (Planning Guide Section 9.2.5). IDs & citationrule_id PG9_036_ENERGIZATION_BREAKER_CONFIGURATION_CONFIRMED_IF_TRANSMISSION_VOLTAGEdoc_id ERCOT_PLANNING_GUIDEloc p.131, Section 9.2.5(1)-(2) ("interconnected at transmission voltage"; breaker configuration; remote control by TO / direction of QSE) | interconnection_breaker_configuration_confirmed | is_requesting_energization==True (True)interconnection_breaker_configuration_confirmed missing | GuidanceGuidance sources (docs/raw)
source
ERCOT_PLANNING_GUIDE PDF p.131, Section 9.2.5(1)-(2) (Required interconnection equipment; breaker configuration; remote control)Owner / recipient
owner
Interconnecting TSP / TDSP / TO
recipient ERCOT (as energization approver) / affected TO/QSEWhat to do
Confirm and document the required transmission-voltage breaker configuration (fault interruption + remote control) per Planning Guide Section 9.2.5.
Evidence (completion proof)
|
not_satisfied | If facility is a Large Electronic Load (LEL), it must be included in ERCOT interim ride-through assessment. IDs & citationrule_id LLI_EN_005_LEL_INTERIM_ASSESSMENTdoc_id ERCOT_LLI_ENERGIZATION_REQUESTloc p.2, "Large Electronic Load (LEL)" | None | is_requesting_energization==True (True)is_large_electronic_load==True (True)lel_interim_assessment_complete==True (False) | GuidanceGuidance sources (docs/raw)
source
ERCOT_LLI_ENERGIZATION_REQUEST PDF p.2 (LEL: included in ERCOT interim ride-through assessment)Owner / recipient
owner
Interconnecting TSP
recipient ERCOTWhat to do
If the facility is a Large Electronic Load (LEL), ensure it is included in the required ERCOT interim ride-through assessment before energization.
Evidence (completion proof)
|
satisfied | ILLE must confirm no substantial changes in load composition or parameters from dynamic model used in LLIS Stability Study. IDs & citationrule_id LLI_EN_007_MODEL_CONSISTENCYdoc_id ERCOT_LLI_ENERGIZATION_REQUESTloc p.2, "no changes have been made to the load composition" | None | is_requesting_energization==True (True)model_consistency_confirmed==True (True) | GuidanceGuidance sources (docs/raw)
source
ERCOT_LLI_ENERGIZATION_REQUEST PDF p.2 (written acknowledgement from ILLE: no substantial changes vs dynamic model)Owner / recipient
owner
Interconnecting TSP / ILLE
recipient ERCOTWhat to do
Obtain the ILLE's written acknowledgement that no substantial changes have been made vs the dynamic model assumptions used in the LLIS stability study.
Evidence (completion proof)
|
not_satisfied | If ERCOT requires Disturbance Monitoring Equipment (DME), it must be installed and operational. IDs & citationrule_id LLI_EN_012_DME_REQUIREDdoc_id ERCOT_LLI_ENERGIZATION_REQUESTloc p.2, "Is the DME installed and configured?" | None | is_requesting_energization==True (True)dme_required==True (True)dme_installed_and_operational==True (False) | GuidanceGuidance sources (docs/raw)
source
ERCOT_LLI_ENERGIZATION_REQUEST PDF p.2 (DME required? If yes, installed/configured and provide operational date)Owner / recipient
owner
Interconnecting TSP
recipient ERCOTWhat to do
If ERCOT requires DME for the facility, install/configure the DME and document the operational date as part of the Energization Request.
Evidence (completion proof)
|
ERCOTONCOR3002026Q3True{
"project_name": "DC_ONCOR_300MW_Energization_Check_2026Q3",
"project_type": "large_load",
"operator_area": "ERCOT",
"tdsp_area": "ONCOR",
"load_mw_total": 300,
"energization_plan": "phased",
"phases": [
{
"mw": 150,
"target_window": "2026Q3"
},
{
"mw": 150,
"target_window": "2026Q4"
}
],
"poi_hint": "Oncor area, new substation likely",
"poi_count": 1,
"multiple_poi": false,
"is_co_located": false,
"export_capability": "none",
"context": {
"as_of": "2026-02-13",
"signals": [
{
"signal_id": "queue_density",
"type": "queue_density",
"value": "high",
"confidence": 0.7,
"source": "pilot snapshot (manual)",
"notes": "Example context input for v0 demo"
},
{
"signal_id": "queue_dependency",
"type": "queue_dependency",
"value": true,
"confidence": 0.6,
"source": "pilot snapshot (manual)"
},
{
"signal_id": "must_study",
"type": "must_study",
"value": true,
"confidence": 0.8,
"source": "pilot snapshot (manual)"
}
]
},
"voltage_options": [
345
],
"cod_target_window": "2026Q3",
"requested_energization_window": "2026Q3",
"load_profile_type": "baseload",
"is_new_interconnection": true,
"one_line_diagram": true,
"load_projection_5y": true,
"peak_power_factor": 0.99,
"load_commissioning_plan_provided": true,
"application_fee_paid": true,
"is_large_electronic_load": true,
"lel_interim_assessment_complete": false,
"model_consistency_confirmed": true,
"telemetry_operational_and_accurate": false,
"sso_required": true,
"sso_complete_and_mitigation_in_place": true,
"dme_required": true,
"dme_installed_and_operational": false,
"is_requesting_energization": true,
"llis_completed_and_ercot_approved": true,
"agreements_executed": false,
"financial_security_posted": false,
"nom_included": false,
"material_change_flags": [
"timeline_accelerated"
],
"voltage_options_kv": [
345
],
"voltage_choice_kv": 345.0,
"poi_voltage_class": "transmission",
"poi_voltage_class_is_transmission": true,
"poi_voltage_class_is_distribution": false
}
2026-02-13| signal_id | type | value | confidence | source | notes | v0 effect |
|---|---|---|---|---|---|---|
queue_density | queue_density | high | 0.7 | pilot snapshot (manual) | Example context input for v0 demo | up:+0 wait:+2 ops:+0 |
queue_dependency | queue_dependency | true | 0.6 | pilot snapshot (manual) | n/a | up:+0 wait:+1 ops:+0 |
must_study | must_study | true | 0.8 | pilot snapshot (manual) | n/a | up:+0 wait:+1 ops:+0 |
python src/ingest_context.py to fetch configured sources (see context/context_sources.json).E0project_type==large_load (large_load)E1Default routeE2Pexists(load_mw_total)=True | exists(tdsp_area)=True | ...E3P_RESTUDYany_true(material_change_flags in ['poi_changed', 'timeline_accelerated', 'load_type_changed', 'control_system_changed']) (['timeline_accelerated'])E3R_TO_TDSPDefault routeE4_ONCORtdsp_area==ONCOR (ONCOR)E5_ONCORDefault routeE6_ENERGIZATIONis_requesting_energization==True (True)E6E_TO_MEMODefault route| edge_id | from → to | criteria traces | rule_ids |
|---|---|---|---|
E0 | N0 → N1 | project_type==large_load (large_load) | None |
E1 | N1 → N2 | None | ERCOT_LLI_INTAKE_REQUIRED_DOCS PG9_001_LLIS_APPLICABILITY_SUBJECT_TO_LLIS LL_QA_003_TSP_INITIATION LL_QA_004_LOAD_COMMISSIONING_PLAN LL_QA_005_APPLICATION_FEE PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIRED PG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIRED PG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIRED PG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIRED PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED PG9_002_LLIS_APPLICABILITY_NEW_LARGE_LOAD PG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAK PG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADD LL_QA_002_SECTION9_APPLICABILITY PG9_013_LCP_SECTION_9_2_4 PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCY PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONS POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORK LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIRED LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELS PGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDING PGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDING PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDING PGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDING |
E2P | N2 → N3P | exists(load_mw_total)=Trueexists(tdsp_area)=Trueenergization_plan==phased (phased) | LL_QA_001_LARGE_LOAD_DEFINITION PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN ONC_003_LOAD_PROJECTION ONC_004_ONE_LINE_DIAGRAM |
E3P_RESTUDY | N3P → N3R | any_true(material_change_flags in ['poi_changed', 'timeline_accelerated', 'load_type_changed', 'control_system_changed']) (['timeline_accelerated']) | LL_QA_006_MATERIAL_CHANGE LL_QA_009_MUST_STUDY LL_QA_010_RESTUDY_QUEUE PG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYS PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLIS PG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSP PG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGE RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE |
E3R_TO_TDSP | N3R → N3T | None | LL_QA_006_MATERIAL_CHANGE RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICY BATCH_002_BATCH_CYCLE_WINDOW_DEPENDENCY BATCH_005_QUEUE_POSITION_GOVERNANCE_DEPENDENCY BATCH_006_BATCH_ZERO_A_FIRM_LOAD_QUALIFICATION BATCH_007_BATCH_ZERO_B_COMMITMENT_DEADLINE |
E4_ONCOR | N3T → N4 | tdsp_area==ONCOR (ONCOR) | LL_QA_007_REQUIRED_STUDIES LL_QA_008_SSO_REQUIRED ONC_002_VOLTAGE_AVAILABILITY ONC_002A_MULTI_VOLTAGE_OPTIONS_138_AND_345 ONC_002B_MULTI_VOLTAGE_OPTIONS_69_AND_138 ONC_002C_MULTI_VOLTAGE_OPTIONS_69_AND_345 |
E5_ONCOR | N4 → N5 | None | ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTS ONC_001_TRANSMISSION_VOLTAGE_SCOPE ONC_005_FAULT_INTERRUPT_RATING ONC_006_DUAL_FAULT_SENSING_CLOSE ONC_007_6_CYCLE_CLEARING ONC_008_3_CYCLE_BREAKER ONC_009_REVENUE_METERING ONC_010_NOMCR_APPROVAL ONC_011_LOAD_REMOVAL_RIGHT PG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTS PG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITY FAR_WEST_004_STUDY_RESULTS_MAY_EXPIRE_UNDER_CHANGED_SCENARIOS |
E6_ENERGIZATION | N5 → N5E | is_requesting_energization==True (True) | LLI_EN_001_WRITTEN_APPROVAL_REQUIRED LLI_EN_002_NEW_ONLY LLI_EN_003_LLIS_COMPLETE LLI_EN_004_SSO_APPLICABILITY LLI_EN_004_SSO_COMPLETE LLI_EN_005_LEL_INTERIM_ASSESSMENT LLI_EN_006_AGREEMENTS_AND_SECURITY LLI_EN_007_MODEL_CONSISTENCY LLI_EN_011_NETWORK_MODEL LLI_EN_012_DME_APPLICABILITY LLI_EN_012_DME_REQUIRED LLI_EN_013_TELEMETRY_OPERATIONAL LL_QA_012_NETWORK_MODEL LL_QA_013_RIDE_THROUGH PG9_019_ENERGIZATION_NOM_INCLUSION PG9_020_ENERGIZATION_TELEMETRY_OPERATIONAL PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED PG9_023_LLIS_COMPLETION_COMMUNICATED PG9_024_AGREEMENTS_AND_FINANCIAL_SECURITY PG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINION PG9_031_ENERGIZATION_QUARTERLY_STABILITY_ASSESSMENT_REQUIRED PG9_034_NOTICE_TO_PROCEED_INTERCONNECTION_FACILITIES_REQUIRED PG9_036_ENERGIZATION_BREAKER_CONFIGURATION_CONFIRMED_IF_TRANSMISSION_VOLTAGE PUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTS |
E6E_TO_MEMO | N5E → N6 | None | LL_QA_011_ENERGIZATION_REQUIREMENTS LL_QA_012_NETWORK_MODEL LL_QA_013_RIDE_THROUGH LL_QA_014_365_DAY_RULE LL_QA_015_CONSUMPTION_LIMIT LLI_EN_001_WRITTEN_APPROVAL_REQUIRED LLI_EN_002_NEW_ONLY LLI_EN_003_LLIS_COMPLETE LLI_EN_004_SSO_APPLICABILITY LLI_EN_004_SSO_COMPLETE LLI_EN_005_LEL_INTERIM_ASSESSMENT LLI_EN_006_AGREEMENTS_AND_SECURITY LLI_EN_007_MODEL_CONSISTENCY LLI_EN_008_NOTIFY_CHANGES LLI_EN_009_CONSUMPTION_LIMIT LLI_EN_010_PEAK_INCREASE_FORM LLI_EN_011_NETWORK_MODEL LLI_EN_012_DME_APPLICABILITY LLI_EN_012_DME_REQUIRED LLI_EN_013_TELEMETRY_OPERATIONAL PG9_019_ENERGIZATION_NOM_INCLUSION PG9_020_ENERGIZATION_TELEMETRY_OPERATIONAL PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED PG9_023_LLIS_COMPLETION_COMMUNICATED PG9_024_AGREEMENTS_AND_FINANCIAL_SECURITY PG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINION PG9_031_ENERGIZATION_QUARTERLY_STABILITY_ASSESSMENT_REQUIRED PG9_034_NOTICE_TO_PROCEED_INTERCONNECTION_FACILITIES_REQUIRED PG9_036_ENERGIZATION_BREAKER_CONFIGURATION_CONFIRMED_IF_TRANSMISSION_VOLTAGE PG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETION PG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTED PUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTS |
ack_change_notification_obligation
llis_data_package_submitted
llis_formal_request_submitted3
assumptions 3
operator discretion 5
queue-state dependent 63| rule_id | loc | note |
|---|---|---|
HEUR_LOAD_MW_GTE_300 | non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure | load_mw_total=300.0 => upgrade +1.0 |
HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSURE | non-cited heuristic: missing inputs increase process waiting/latency pressure | missing_inputs_count=3 => wait +0.5 |
HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSURE | non-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening | energization_plan=phased => upgrade -0.5 |
| rule_id | doc_id | loc | tags |
|---|---|---|---|
ONC_002A_MULTI_VOLTAGE_OPTIONS_138_AND_345 | ONCOR_STD_520_106 | Section 3.4.1, p.3 ("The actual voltage for a Point of Delivery will be determined through analyses"; "Not all voltages may be available") | process_latency study_dependency voltage_selection_risk |
ONC_002B_MULTI_VOLTAGE_OPTIONS_69_AND_138 | ONCOR_STD_520_106 | Section 3.4.1, p.3 ("The actual voltage for a Point of Delivery will be determined through analyses"; "Not all voltages may be available") | process_latency study_dependency voltage_selection_risk |
ONC_002C_MULTI_VOLTAGE_OPTIONS_69_AND_345 | ONCOR_STD_520_106 | Section 3.4.1, p.3 ("The actual voltage for a Point of Delivery will be determined through analyses"; "Not all voltages may be available") | process_latency study_dependency voltage_selection_risk |
ONC_002_VOLTAGE_AVAILABILITY | ONCOR_STD_520_106 | Section 3.4.1, p.3 | voltage_selection_risk |
ONC_004_ONE_LINE_DIAGRAM | ONCOR_STD_520_106 | Section 4.1.6, p.6 | data_completeness engineering_review process_latency |
| rule_id | doc_id | loc | tags |
|---|---|---|---|
LL_QA_009_MUST_STUDY | ERCOT_LARGE_LOAD_QA | p.10–11, Planning Guide Section 9.3.4.1 | financial_security must_study queue_dependency study_dependency |
LL_QA_010_RESTUDY_QUEUE | ERCOT_LARGE_LOAD_QA | p.10, "studies of other nearby large" | queue_density re_study timeline_risk |
RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE | ERCOT_LLI_BATCH_STUDY_PPT_20260122 | Slide 5-7, ERCOT-Large-Load-Batch-Studies-LLWG_01222026.pptx (Slide 5: Transitional Batch Zero and restudy context; Slide 7: TSP role changes impacting in-progress LLI requests during batch transition) | batch_study queue_dependency re_study restudy_risk timeline_risk |
BATCH_005_QUEUE_POSITION_GOVERNANCE_DEPENDENCY | ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 36-37 (Load Allocation Methodology — SCOPF-based); Slide 16 (Zero A/B capacity by sub-batch). | batch_study governance_dependency process_latency queue_dependency |
POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORK | ERCOT_MARKET_NOTICE_A122325_01 | p.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework) | batch_study governance_dependency queue_density timeline_risk |
RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY | ERCOT_MARKET_NOTICE_A122325_01 | p.1, M-A122325-01 – LONG DESCRIPTION: structural challenges including "coordination across TSPs, repeated restudies, and a growing backlog." Also corroborated by Q&A Rev.12.15.25 p.10: "A common reason re-studies are needed is that another large load customer in the same area becomes a must-study load." | batch_study queue_density restudy_risk study_dependency timeline_risk |
| lever | class | label | ask next (fields) | observed delta | rule refs | rule check flips |
|---|---|---|---|---|---|---|
co_location_signal | class hard | Co-location / shared infrastructure signal | None | options=1 | path_changed | missingΔ[+0,+0] | 5 | missing→sat 0not_sat→sat 4Show rulesmissing → satisfied None not_satisfied → satisfied
|
export_capability_choice | class design | Export capability posture | None | options=1 | path_changed | missingΔ[+0,+0] | 2 | missing→sat 0not_sat→sat 2Show rulesmissing → satisfied None not_satisfied → satisfied
|
phased_energization | class design | Phased energization plan | None | options=1 | path_changed | missingΔ[+0,+0] | 2 | missing→sat 0not_sat→sat 0 |
poi_topology_choice | class design | POI topology (single vs multiple POIs) | None | options=1 | path_changed | missingΔ[+0,+0] | 1 | missing→sat 0not_sat→sat 1Show rulesmissing → satisfied None not_satisfied → satisfied
|
batch_study_governance | class external | Batch study process & queue governance | batch_zero_eligible batch_cycle_window queue_position | no_options_generated | 5 | missing→sat 5not_sat→sat 0Show rulesmissing → satisfied
not_satisfied → satisfied None |
| lever_id | class | note |
|---|---|---|
phased_energization | class design | Request includes a phased energization plan (can be used as an option lever). |
poi_topology_choice | class design | Request includes POI topology inputs (single vs multiple POIs), which can change screening path/options. |
co_location_signal | class hard | Request includes a co-location/shared-infrastructure signal (configuration complexity lever). |
export_capability_choice | class design | Request includes an export capability posture input (configuration lever; can affect ops/study exposure). |
| lever_id | class | label | present fields | missing fields | rule refs | example rule_ids |
|---|---|---|---|---|---|---|
phased_energization | class design | Phased energization plan | energization_plan phases | None | 2 | LL_QA_004_LOAD_COMMISSIONING_PLAN PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN |
voltage_level_choice | class design | POI voltage level choice | voltage_options_kv voltage_choice_kv poi_voltage_class | None | 13 | ONC_001_TRANSMISSION_VOLTAGE_SCOPE ONC_002A_MULTI_VOLTAGE_OPTIONS_138_AND_345 ONC_002B_MULTI_VOLTAGE_OPTIONS_69_AND_138 ONC_002C_MULTI_VOLTAGE_OPTIONS_69_AND_345 ONC_002_VOLTAGE_AVAILABILITY ONC_003_LOAD_PROJECTION ONC_004_ONE_LINE_DIAGRAM ONC_005_FAULT_INTERRUPT_RATING … |
poi_topology_choice | class design | POI topology (single vs multiple POIs) | poi_count multiple_poi | None | 1 | LL_QA_016_MULTI_POI_SCREEN_AS_SEPARATE_SITES |
co_location_signal | class hard | Co-location / shared infrastructure signal | is_co_located | None | 5 | LL_QA_017_CO_LOCATED_WITH_GENERATION_IN_SCOPE PG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATED PG9_034_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_COLOCATED PGRR_133_LEGACY_BREAKER_CONTROL_PENDING QA_REV1215_COLOCATION_APPLICABILITY_UPDATED |
export_capability_choice | class design | Export capability posture | export_capability | None | 2 | LL_QA_018_NET_METERING_REVIEW_MAY_APPLY QA_REV1215_NET_METERING_SB6_APPROVAL_REQUIRED |
energization_posture_timing | class design | Energization posture & timing | is_requesting_energization requested_energization_window | None | 29 | LLI_EN_001_WRITTEN_APPROVAL_REQUIRED LLI_EN_002_NEW_ONLY LLI_EN_003_LLIS_COMPLETE LLI_EN_004_SSO_APPLICABILITY LLI_EN_004_SSO_COMPLETE LLI_EN_005_LEL_INTERIM_ASSESSMENT LLI_EN_006_AGREEMENTS_AND_SECURITY LLI_EN_007_MODEL_CONSISTENCY … |
change_control_restudy | class design | Change control / re-study triggers | material_change_flags | None | 6 | LL_QA_006_MATERIAL_CHANGE PG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYS PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLIS PG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSP PG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGE RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE |
agreements_security_ntp | class design | Agreements, financial security & notice-to-proceed | llis_completed_and_ercot_approved agreements_executed financial_security_posted | notice_to_proceed_received | 10 | FAR_WEST_004_STUDY_RESULTS_MAY_EXPIRE_UNDER_CHANGED_SCENARIOS LLI_EN_003_LLIS_COMPLETE LLI_EN_006_AGREEMENTS_AND_SECURITY LL_QA_009_MUST_STUDY LL_QA_011_ENERGIZATION_REQUIREMENTS PG9_023_LLIS_COMPLETION_COMMUNICATED PG9_024_AGREEMENTS_AND_FINANCIAL_SECURITY PG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITY … |
llis_data_package_readiness | class design | LLIS study data package readiness | None | llis_data_package_submitted | 1 | PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED |
quarterly_stability_readiness | class design | ERCOT quarterly stability assessment readiness (if applicable) | None | ercot_quarterly_stability_assessment_complete | 1 | PG9_031_ENERGIZATION_QUARTERLY_STABILITY_ASSESSMENT_REQUIRED |
batch_study_governance | class external | Batch study process & queue governance | None | batch_zero_eligible batch_cycle_window queue_position | 5 | BATCH_002_BATCH_CYCLE_WINDOW_DEPENDENCY BATCH_003_FAST_TRACK_PATH_IF_ELIGIBLE BATCH_005_QUEUE_POSITION_GOVERNANCE_DEPENDENCY BATCH_006_BATCH_ZERO_A_FIRM_LOAD_QUALIFICATION BATCH_007_BATCH_ZERO_B_COMMITMENT_DEADLINE |
geo_region | class hard | Geographic region (ERCOT zone / area) | None | region | 4 | FAR_WEST_001_NO_SOLAR_SCENARIO_CONSTRAINT FAR_WEST_002_STUDY_ASSUMPTIONS_MAY_CHANGE_GENERATOR_LANDSCAPE FAR_WEST_003_AREA_SPECIFIC_UPGRADE_EXPOSURE FAR_WEST_004_STUDY_RESULTS_MAY_EXPIRE_UNDER_CHANGED_SCENARIOS |
| rule_id | doc_id | loc | tags | match traces |
|---|---|---|---|---|
PG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATED | ERCOT_PLANNING_GUIDE | p.131, Section 9.2.5(1) ("interconnected at transmission voltage"; "must have ... breakers capable of interrupting fault current"; "remote control" by TO) | protection upgrade_exposure process_latency | load_mw_total>=75 (300)poi_voltage_class==transmission (transmission)is_co_located==False (False) |
PG9_016_STEADY_STATE_ANALYSIS_ELEMENT | ERCOT_PLANNING_GUIDE | p.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis") | steady_state study_dependency | load_mw_total>=75 (300) |
PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENT | ERCOT_PLANNING_GUIDE | p.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis") | short_circuit protection study_dependency | load_mw_total>=75 (300) |
PG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENT | ERCOT_PLANNING_GUIDE | p.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis") | dynamic_stability study_dependency | load_mw_total>=75 (300) |
BATCH_004_WORKSHOP_PROCESS_ONGOING | ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 2 (disclaimer), Slide 47-48 (next steps); PUCT Open Meeting 2026-02-20. | batch_study governance_dependency timeline_dependency policy_update | load_mw_total>=75 (300) |
QA_REV1215_BATCH_STUDY_REFERENCE_PROCESS | ERCOT_MARKET_NOTICE_A122325_01 | p.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework) | batch_study process_latency policy_update | load_mw_total>=75 (300) |
MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNAL | ERCOT_MARKET_NOTICE_A122325_03 | p.1, M-A122325-03 (Jan 30, 2026): draft framework posted for Feb 3 workshop; feedback deadline Feb 5; sets up Feb 12 second workshop; framework to be filed at Feb 20 PUC Open Meeting. | batch_study governance_dependency policy_update market_notice | load_mw_total>=75 (300) |
MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATEST | ERCOT_MARKET_NOTICE_A122325_05 | p.1, M-A122325-05 (Feb 17, 2026): "PUC recently provided guidance to ERCOT and stakeholders to engage in an expedited process to develop revision requests that create a new Batch Zero study for consideration at the June 1, 2026 ERCOT Board meeting." | batch_study governance_dependency policy_update market_notice timeline_risk | load_mw_total>=75 (300) |
rule_driven_v0n/a (unanchored)n/aunanchoredlowhighbatch_zero_eligible to anchor the study results floor date to a specific ERCOT batch calendar.1.0wait_score 58.0ops_score 10.0rule_id → doc_id/loc.55
missing 3
not_satisfied 0
unknown 4
heuristics 3
evidence items 84| rule_id | doc_id | loc | tags |
|---|---|---|---|
ERCOT_LLI_INTAKE_REQUIRED_DOCS | ERCOT_LLI_ENERGIZATION_REQUEST | p.1, Instructions ("All fields must be completed unless otherwise noted") | data_completeness process_latency |
PG9_001_LLIS_APPLICABILITY_SUBJECT_TO_LLIS | ERCOT_PLANNING_GUIDE | p.129, Section 9.2.1 ("following criteria shall be subject to the Large Load Interconnection Study (LLIS)") | process_trigger |
LL_QA_003_TSP_INITIATION | ERCOT_LARGE_LOAD_QA | p.6, "initiate the Large Load Interconnection Process?" | intake_gate process_latency |
LL_QA_004_LOAD_COMMISSIONING_PLAN | ERCOT_LARGE_LOAD_QA | p.7, Planning Guide Section 9.2.2 | commissioning_plan data_completeness timeline_dependency |
LL_QA_005_APPLICATION_FEE | ERCOT_LARGE_LOAD_QA | p.7, Planning Guide Section 9.2.2 fee requirement | fee_requirement process_latency |
PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIRED | ERCOT_PLANNING_GUIDE | p.129, Section 9.2.2(1)(b) ("Submission of a preliminary Load Commissioning Plan (LCP)") | commissioning_plan data_completeness process_latency |
PG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIRED | ERCOT_PLANNING_GUIDE | p.129, Section 9.2.2(1)(c) ("Written acknowledgement from the Interconnecting Large Load Entity (ILLE)") | data_completeness process_latency re_study |
PG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIRED | ERCOT_PLANNING_GUIDE | p.129, Section 9.2.2(1)(d) ("A formal request to initiate the LLIS process") | data_completeness intake_gate process_latency |
PG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIRED | ERCOT_PLANNING_GUIDE | p.130, Section 9.2.2(1)(e) ("Payment of the LLIS Application Fee") | data_completeness fee_requirement process_latency |
PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED | ERCOT_PLANNING_GUIDE | p.129, Section 9.2.2(1)(a) ("Submission of all information, including but not limited to, data required by the lead Transmission Service Provider (TSP) to perform steady state, short circuit, motor start, stability analyses") | data_completeness process_latency study_dependency |
PG9_002_LLIS_APPLICABILITY_NEW_LARGE_LOAD | ERCOT_PLANNING_GUIDE | p.129, Section 9.2.1(a) ("A new Large Load;") | process_trigger |
PG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAK | ERCOT_PLANNING_GUIDE | p.129, Section 9.2.1(b) ("increases the aggregate peak") | modification_trigger process_trigger |
PG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADD | ERCOT_PLANNING_GUIDE | p.129, Section 9.2.1(c) ("changes or adds a Point of") | modification_trigger process_trigger |
LL_QA_002_SECTION9_APPLICABILITY | ERCOT_LARGE_LOAD_QA | p.4, Section 9.2.1 Applicability | modification_trigger process_trigger |
PG9_013_LCP_SECTION_9_2_4 | ERCOT_PLANNING_GUIDE | p.131, Section 9.2.4 ("9.2.4 Load Commissioning Plan") | commissioning_plan timeline_dependency |
PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCY | PUCT_PROJECT_58481_LARGE_LOAD | p.1, PUCT Project No. 58481, docket filing (Sierra Club comments on 2nd Discussion Draft, 16 TAC §25.194, Jan 9 2026 workshop); rulemaking ongoing | compliance_dependency governance_dependency puct_rule_pending timeline_dependency |
PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONS | PUCT_PROJECT_58481_LARGE_LOAD | p.1-3, PUCT Project No. 58481, docket (16 TAC §25.194) — rulemaking establishing new interconnection standards for large loads; corroborated by ERCOT Q&A Rev.12.15.25 ("PUC is in the process of establishing new interconnection standards for large loads in Project No. 58481") | compliance_dependency process_latency puct_rule_pending timeline_risk |
POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORK | ERCOT_MARKET_NOTICE_A122325_01 | p.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework) | batch_study governance_dependency queue_density timeline_risk |
LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIRED | ERCOT_LLI_LOAD_INFORMATION_FORM_V1 | Load Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page | data_completeness intake_requirement process_latency |
LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELS | ERCOT_LLI_INSTRUCTIONS_COMMUNICATION | Instructions for Communication of Large Load Information (effective Dec 15, 2025) | data_completeness intake_requirement process_latency |
PGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDING | ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28) | governance_dependency process_latency regulatory_change study_scope |
PGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDING | ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28) | governance_dependency process_latency regulatory_change study_scope timeline_risk |
PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING | ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28) | governance_dependency queue_position regulatory_change study_scope timeline_risk |
PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDING | ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28) | curtailment governance_dependency process_latency regulatory_change study_scope |
PGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDING | ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28) | dwg_survey dynamic_model governance_dependency regulatory_change timeline_risk |
LL_QA_001_LARGE_LOAD_DEFINITION | ERCOT_LARGE_LOAD_QA | p.3, "How does ERCOT define a large load?" | process_trigger |
PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN | ERCOT_PLANNING_GUIDE | p.131, Section 9.2.4(1) ("The LCP must specify the load increments and timeline by which the ILLE intends to increase peak Demand") | commissioning_plan data_completeness process_latency timeline_dependency |
ONC_003_LOAD_PROJECTION | ONCOR_STD_520_106 | Section 4.1.8, p.6 | data_completeness process_latency timeline_dependency |
ONC_004_ONE_LINE_DIAGRAM | ONCOR_STD_520_106 | Section 4.1.6, p.6 | data_completeness engineering_review process_latency |
LL_QA_006_MATERIAL_CHANGE | ERCOT_LARGE_LOAD_QA | p.7, Planning Guide Section 9.2.3 | re_study timeline_risk |
LL_QA_010_RESTUDY_QUEUE | ERCOT_LARGE_LOAD_QA | p.10, "studies of other nearby large" | queue_density re_study timeline_risk |
PG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYS | ERCOT_PLANNING_GUIDE | p.130, Section 9.2.3 ("within ten Business Days") | process_latency re_study timeline_risk |
PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLIS | ERCOT_PLANNING_GUIDE | p.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study") | dynamic_stability re_study study_dependency timeline_risk |
PG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSP | ERCOT_PLANNING_GUIDE | p.130, Section 9.2.3(2) ("The ILLE shall notify the lead TSP if a change to the load composition, technology, or parameters occurs") | process_latency re_study timeline_risk |
PG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGE | ERCOT_PLANNING_GUIDE | p.130, Section 9.2.3(2) ("the lead TSP shall determine whether a new stability study is required and provide a written explanation") | dynamic_stability re_study study_dependency timeline_risk |
RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE | ERCOT_LLI_BATCH_STUDY_PPT_20260122 | Slide 5-7, ERCOT-Large-Load-Batch-Studies-LLWG_01222026.pptx (Slide 5: Transitional Batch Zero and restudy context; Slide 7: TSP role changes impacting in-progress LLI requests during batch transition) | batch_study queue_dependency re_study restudy_risk timeline_risk |
RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY | ERCOT_MARKET_NOTICE_A122325_01 | p.1, M-A122325-01 – LONG DESCRIPTION: structural challenges including "coordination across TSPs, repeated restudies, and a growing backlog." Also corroborated by Q&A Rev.12.15.25 p.10: "A common reason re-studies are needed is that another large load customer in the same area becomes a must-study load." | batch_study queue_density restudy_risk study_dependency timeline_risk |
BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICY | ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 5 (background) and Slide 8 (batch process overview); PUCT Open Meeting presentation planned for 2026-02-20. | batch_study governance_dependency study_dependency timeline_risk |
LL_QA_007_REQUIRED_STUDIES | ERCOT_LARGE_LOAD_QA | p.8–9, "What types of reliability studies are required?" | dynamic_stability short_circuit steady_state study_dependency |
LL_QA_008_SSO_REQUIRED | ERCOT_LARGE_LOAD_QA | p.8, "Subsynchronous Oscillation study (SSO study)" | dynamic_study energization_gate sso study_dependency |
ONC_002_VOLTAGE_AVAILABILITY | ONCOR_STD_520_106 | Section 3.4.1, p.3 | voltage_selection_risk |
ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTS | ONCOR_STD_520_106 | p.8, Sec 6.0 "System Protection Requirements" (protection requirements depend on POD/location/line protection) | protection upgrade_exposure |
ONC_001_TRANSMISSION_VOLTAGE_SCOPE | ONCOR_STD_520_106 | Section 1.1, p.1 | transmission_scope |
ONC_005_FAULT_INTERRUPT_RATING | ONCOR_STD_520_106 | Section 5.2.1, p.7 | protection short_circuit upgrade_exposure |
ONC_006_DUAL_FAULT_SENSING_CLOSE | ONCOR_STD_520_106 | Section 6.1.1, p.8 | protection upgrade_exposure |
ONC_007_6_CYCLE_CLEARING | ONCOR_STD_520_106 | Section 6.1.1, p.8 | protection upgrade_exposure |
ONC_008_3_CYCLE_BREAKER | ONCOR_STD_520_106 | Section 6.1.2, p.11 | protection upgrade_exposure |
ONC_009_REVENUE_METERING | ONCOR_STD_520_106 | Section 3.6.1, p.3–4 | metering_requirement |
ONC_011_LOAD_REMOVAL_RIGHT | ONCOR_STD_520_106 | Section 7.1.3, p.22 | curtailment_risk operational_constraint |
PG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTS | ERCOT_PLANNING_GUIDE | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") | cancellation_risk process_latency timeline_risk |
PG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITY | ERCOT_PLANNING_GUIDE | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") | cancellation_risk financial_security process_latency timeline_risk |
LLI_EN_001_WRITTEN_APPROVAL_REQUIRED | ERCOT_LLI_ENERGIZATION_REQUEST | p.3, "may not proceed until written approval" | energization_gate process_latency |
LLI_EN_003_LLIS_COMPLETE | ERCOT_LLI_ENERGIZATION_REQUEST | p.2, "All studies required per the Large Load Interconnection Study process have been completed and approved" | energization_gate study_dependency |
LLI_EN_004_SSO_APPLICABILITY | ERCOT_LLI_ENERGIZATION_REQUEST | p.2, "Is a SSO study required for this Large Load interconnection?" | data_completeness energization_gate study_dependency |
LLI_EN_004_SSO_COMPLETE | ERCOT_LLI_ENERGIZATION_REQUEST | p.2, "The SSO study is complete and all required mitigation is in place" | dynamic_stability energization_gate sso study_dependency |
LLI_EN_007_MODEL_CONSISTENCY | ERCOT_LLI_ENERGIZATION_REQUEST | p.2, "no changes have been made to the load composition" | dynamic_stability re_study timeline_risk |
LLI_EN_012_DME_APPLICABILITY | ERCOT_LLI_ENERGIZATION_REQUEST | p.2, "Disturbance Monitoring Equipment (DME) is required" | data_completeness energization_gate process_latency |
LL_QA_013_RIDE_THROUGH | ERCOT_LARGE_LOAD_QA | p.14–15, "voltage and frequency ride-through risks" | curtailment_risk dynamic_stability operational_constraint |
PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED | ERCOT_PLANNING_GUIDE | p.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)") | dynamic_stability energization_gate sso study_dependency |
PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED | ERCOT_PLANNING_GUIDE | p.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)") | commissioning_plan data_completeness energization_gate process_latency |
PG9_023_LLIS_COMPLETION_COMMUNICATED | ERCOT_PLANNING_GUIDE | p.100, ("ERCOT has communicated the completion of the LLIS") | energization_gate process_latency study_dependency |
PG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINION | ERCOT_PLANNING_GUIDE | p.138, Section 9.4(10) ("within 365 days after the Initial Energization date identified in the LLIS study report, the lead TSP shall provide an opinion to ERCOT on whether any of the completed LLIS elements require restudy") | re_study timeline_risk |
PUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTS | PUCT_PROJECT_58481_LARGE_LOAD | p.1, PUCT Project No. 58481, docket (Sierra Club comments reference 50% backup generation threshold, SB 6 compliance, and large load qualification standards under 16 TAC §25.194) | compliance_dependency energization_gate process_latency puct_rule_pending |
LL_QA_014_365_DAY_RULE | ERCOT_LARGE_LOAD_QA | p.15, Planning Guide Section 9.4(10) | re_study timeline_risk |
LL_QA_015_CONSUMPTION_LIMIT | ERCOT_LARGE_LOAD_QA | p.16, Planning Guide Sections 9.2.2 & 9.6 | commissioning_limit operational_constraint timeline_risk |
LLI_EN_008_NOTIFY_CHANGES | ERCOT_LLI_ENERGIZATION_REQUEST | p.2, "obligation to notify the interconnecting TSP of changes" | re_study timeline_risk |
LLI_EN_009_CONSUMPTION_LIMIT | ERCOT_LLI_ENERGIZATION_REQUEST | p.2, "Maintain Load consumption at or below" | commissioning_limit operational_constraint |
LLI_EN_010_PEAK_INCREASE_FORM | ERCOT_LLI_ENERGIZATION_REQUEST | p.3, "any request to increase the amount of peak Demand" | modification_trigger re_study timeline_risk |
PG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETION | ERCOT_PLANNING_GUIDE | p.131, Section 9.2.4(2) ("Upon the completion of the LLIS") | commissioning_plan data_completeness process_latency |
PG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTED | ERCOT_PLANNING_GUIDE | p.131, Section 9.2.4(3) ("Upon the execution of any required agreements") | commissioning_plan timeline_dependency |
PG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATED | ERCOT_PLANNING_GUIDE | p.131, Section 9.2.5(1) ("interconnected at transmission voltage"; "must have ... breakers capable of interrupting fault current"; "remote control" by TO) | process_latency protection upgrade_exposure |
PG9_016_STEADY_STATE_ANALYSIS_ELEMENT | ERCOT_PLANNING_GUIDE | p.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis") | steady_state study_dependency |
PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENT | ERCOT_PLANNING_GUIDE | p.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis") | protection short_circuit study_dependency |
PG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENT | ERCOT_PLANNING_GUIDE | p.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis") | dynamic_stability study_dependency |
BATCH_004_WORKSHOP_PROCESS_ONGOING | ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 2 (disclaimer), Slide 47-48 (next steps); PUCT Open Meeting 2026-02-20. | batch_study governance_dependency policy_update timeline_dependency |
QA_REV1215_BATCH_STUDY_REFERENCE_PROCESS | ERCOT_MARKET_NOTICE_A122325_01 | p.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework) | batch_study policy_update process_latency |
MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNAL | ERCOT_MARKET_NOTICE_A122325_03 | p.1, M-A122325-03 (Jan 30, 2026): draft framework posted for Feb 3 workshop; feedback deadline Feb 5; sets up Feb 12 second workshop; framework to be filed at Feb 20 PUC Open Meeting. | batch_study governance_dependency market_notice policy_update |
MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATEST | ERCOT_MARKET_NOTICE_A122325_05 | p.1, M-A122325-05 (Feb 17, 2026): "PUC recently provided guidance to ERCOT and stakeholders to engage in an expedited process to develop revision requests that create a new Batch Zero study for consideration at the June 1, 2026 ERCOT Board meeting." | batch_study governance_dependency market_notice policy_update timeline_risk |
HEUR_LOAD_MW_GTE_300 | NON_CITED_HEURISTIC | non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure | mw_threshold non_cited_heuristic upgrade_exposure |
HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSURE | NON_CITED_HEURISTIC | non-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening | non_cited_heuristic phased_plan upgrade_exposure |
HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSURE | NON_CITED_HEURISTIC | non-cited heuristic: missing inputs increase process waiting/latency pressure | data_completeness non_cited_heuristic process_latency |
CTX_queue_density | CONTEXT_SNAPSHOT | as_of=2026-02-13; source=pilot snapshot (manual); Example context input for v0 demo | queue_density |
CTX_queue_dependency | CONTEXT_SNAPSHOT | as_of=2026-02-13; source=pilot snapshot (manual) | queue_dependency |
CTX_must_study | CONTEXT_SNAPSHOT | as_of=2026-02-13; source=pilot snapshot (manual) | must_study |
CONTEXT_SNAPSHOT (3)| rule_id | loc | tags |
|---|---|---|
CTX_must_study | as_of=2026-02-13; source=pilot snapshot (manual) | must_study |
CTX_queue_density | as_of=2026-02-13; source=pilot snapshot (manual); Example context input for v0 demo | queue_density |
CTX_queue_dependency | as_of=2026-02-13; source=pilot snapshot (manual) | queue_dependency |
ERCOT_LARGE_LOAD_QA (12)| rule_id | loc | tags |
|---|---|---|
LL_QA_001_LARGE_LOAD_DEFINITION | p.3, "How does ERCOT define a large load?" | process_trigger |
LL_QA_002_SECTION9_APPLICABILITY | p.4, Section 9.2.1 Applicability | modification_trigger process_trigger |
LL_QA_003_TSP_INITIATION | p.6, "initiate the Large Load Interconnection Process?" | intake_gate process_latency |
LL_QA_004_LOAD_COMMISSIONING_PLAN | p.7, Planning Guide Section 9.2.2 | commissioning_plan data_completeness timeline_dependency |
LL_QA_005_APPLICATION_FEE | p.7, Planning Guide Section 9.2.2 fee requirement | fee_requirement process_latency |
LL_QA_006_MATERIAL_CHANGE | p.7, Planning Guide Section 9.2.3 | re_study timeline_risk |
LL_QA_007_REQUIRED_STUDIES | p.8–9, "What types of reliability studies are required?" | dynamic_stability short_circuit steady_state study_dependency |
LL_QA_008_SSO_REQUIRED | p.8, "Subsynchronous Oscillation study (SSO study)" | dynamic_study energization_gate sso study_dependency |
LL_QA_010_RESTUDY_QUEUE | p.10, "studies of other nearby large" | queue_density re_study timeline_risk |
LL_QA_013_RIDE_THROUGH | p.14–15, "voltage and frequency ride-through risks" | curtailment_risk dynamic_stability operational_constraint |
LL_QA_014_365_DAY_RULE | p.15, Planning Guide Section 9.4(10) | re_study timeline_risk |
LL_QA_015_CONSUMPTION_LIMIT | p.16, Planning Guide Sections 9.2.2 & 9.6 | commissioning_limit operational_constraint timeline_risk |
ERCOT_LLI_BATCH_STUDY_PPT_20260122 (1)| rule_id | loc | tags |
|---|---|---|
RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE | Slide 5-7, ERCOT-Large-Load-Batch-Studies-LLWG_01222026.pptx (Slide 5: Transitional Batch Zero and restudy context; Slide 7: TSP role changes impacting in-progress LLI requests during batch transition) | batch_study queue_dependency re_study restudy_risk timeline_risk |
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 (2)| rule_id | loc | tags |
|---|---|---|
BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICY | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 5 (background) and Slide 8 (batch process overview); PUCT Open Meeting presentation planned for 2026-02-20. | batch_study governance_dependency study_dependency timeline_risk |
BATCH_004_WORKSHOP_PROCESS_ONGOING | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 2 (disclaimer), Slide 47-48 (next steps); PUCT Open Meeting 2026-02-20. | batch_study governance_dependency policy_update timeline_dependency |
ERCOT_LLI_ENERGIZATION_REQUEST (10)| rule_id | loc | tags |
|---|---|---|
ERCOT_LLI_INTAKE_REQUIRED_DOCS | p.1, Instructions ("All fields must be completed unless otherwise noted") | data_completeness process_latency |
LLI_EN_001_WRITTEN_APPROVAL_REQUIRED | p.3, "may not proceed until written approval" | energization_gate process_latency |
LLI_EN_003_LLIS_COMPLETE | p.2, "All studies required per the Large Load Interconnection Study process have been completed and approved" | energization_gate study_dependency |
LLI_EN_004_SSO_APPLICABILITY | p.2, "Is a SSO study required for this Large Load interconnection?" | data_completeness energization_gate study_dependency |
LLI_EN_004_SSO_COMPLETE | p.2, "The SSO study is complete and all required mitigation is in place" | dynamic_stability energization_gate sso study_dependency |
LLI_EN_007_MODEL_CONSISTENCY | p.2, "no changes have been made to the load composition" | dynamic_stability re_study timeline_risk |
LLI_EN_008_NOTIFY_CHANGES | p.2, "obligation to notify the interconnecting TSP of changes" | re_study timeline_risk |
LLI_EN_009_CONSUMPTION_LIMIT | p.2, "Maintain Load consumption at or below" | commissioning_limit operational_constraint |
LLI_EN_010_PEAK_INCREASE_FORM | p.3, "any request to increase the amount of peak Demand" | modification_trigger re_study timeline_risk |
LLI_EN_012_DME_APPLICABILITY | p.2, "Disturbance Monitoring Equipment (DME) is required" | data_completeness energization_gate process_latency |
ERCOT_LLI_INSTRUCTIONS_COMMUNICATION (1)| rule_id | loc | tags |
|---|---|---|
LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELS | Instructions for Communication of Large Load Information (effective Dec 15, 2025) | data_completeness intake_requirement process_latency |
ERCOT_LLI_LOAD_INFORMATION_FORM_V1 (1)| rule_id | loc | tags |
|---|---|---|
LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIRED | Load Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page | data_completeness intake_requirement process_latency |
ERCOT_MARKET_NOTICE_A122325_01 (3)| rule_id | loc | tags |
|---|---|---|
POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORK | p.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework) | batch_study governance_dependency queue_density timeline_risk |
QA_REV1215_BATCH_STUDY_REFERENCE_PROCESS | p.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework) | batch_study policy_update process_latency |
RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY | p.1, M-A122325-01 – LONG DESCRIPTION: structural challenges including "coordination across TSPs, repeated restudies, and a growing backlog." Also corroborated by Q&A Rev.12.15.25 p.10: "A common reason re-studies are needed is that another large load customer in the same area becomes a must-study load." | batch_study queue_density restudy_risk study_dependency timeline_risk |
ERCOT_MARKET_NOTICE_A122325_03 (1)| rule_id | loc | tags |
|---|---|---|
MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNAL | p.1, M-A122325-03 (Jan 30, 2026): draft framework posted for Feb 3 workshop; feedback deadline Feb 5; sets up Feb 12 second workshop; framework to be filed at Feb 20 PUC Open Meeting. | batch_study governance_dependency market_notice policy_update |
ERCOT_MARKET_NOTICE_A122325_05 (1)| rule_id | loc | tags |
|---|---|---|
MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATEST | p.1, M-A122325-05 (Feb 17, 2026): "PUC recently provided guidance to ERCOT and stakeholders to engage in an expedited process to develop revision requests that create a new Batch Zero study for consideration at the June 1, 2026 ERCOT Board meeting." | batch_study governance_dependency market_notice policy_update timeline_risk |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER (5)| rule_id | loc | tags |
|---|---|---|
PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDING | PGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28) | curtailment governance_dependency process_latency regulatory_change study_scope |
PGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDING | PGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28) | governance_dependency process_latency regulatory_change study_scope |
PGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDING | PGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28) | governance_dependency process_latency regulatory_change study_scope timeline_risk |
PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING | PGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28) | governance_dependency queue_position regulatory_change study_scope timeline_risk |
PGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDING | PGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28) | dwg_survey dynamic_model governance_dependency regulatory_change timeline_risk |
ERCOT_PLANNING_GUIDE (27)| rule_id | loc | tags |
|---|---|---|
PG9_001_LLIS_APPLICABILITY_SUBJECT_TO_LLIS | p.129, Section 9.2.1 ("following criteria shall be subject to the Large Load Interconnection Study (LLIS)") | process_trigger |
PG9_002_LLIS_APPLICABILITY_NEW_LARGE_LOAD | p.129, Section 9.2.1(a) ("A new Large Load;") | process_trigger |
PG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAK | p.129, Section 9.2.1(b) ("increases the aggregate peak") | modification_trigger process_trigger |
PG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADD | p.129, Section 9.2.1(c) ("changes or adds a Point of") | modification_trigger process_trigger |
PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIRED | p.129, Section 9.2.2(1)(b) ("Submission of a preliminary Load Commissioning Plan (LCP)") | commissioning_plan data_completeness process_latency |
PG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIRED | p.129, Section 9.2.2(1)(c) ("Written acknowledgement from the Interconnecting Large Load Entity (ILLE)") | data_completeness process_latency re_study |
PG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIRED | p.129, Section 9.2.2(1)(d) ("A formal request to initiate the LLIS process") | data_completeness intake_gate process_latency |
PG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIRED | p.130, Section 9.2.2(1)(e) ("Payment of the LLIS Application Fee") | data_completeness fee_requirement process_latency |
PG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYS | p.130, Section 9.2.3 ("within ten Business Days") | process_latency re_study timeline_risk |
PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLIS | p.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study") | dynamic_stability re_study study_dependency timeline_risk |
PG9_013_LCP_SECTION_9_2_4 | p.131, Section 9.2.4 ("9.2.4 Load Commissioning Plan") | commissioning_plan timeline_dependency |
PG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETION | p.131, Section 9.2.4(2) ("Upon the completion of the LLIS") | commissioning_plan data_completeness process_latency |
PG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTED | p.131, Section 9.2.4(3) ("Upon the execution of any required agreements") | commissioning_plan timeline_dependency |
PG9_016_STEADY_STATE_ANALYSIS_ELEMENT | p.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis") | steady_state study_dependency |
PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENT | p.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis") | protection short_circuit study_dependency |
PG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENT | p.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis") | dynamic_stability study_dependency |
PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED | p.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)") | dynamic_stability energization_gate sso study_dependency |
PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED | p.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)") | commissioning_plan data_completeness energization_gate process_latency |
PG9_023_LLIS_COMPLETION_COMMUNICATED | p.100, ("ERCOT has communicated the completion of the LLIS") | energization_gate process_latency study_dependency |
PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED | p.129, Section 9.2.2(1)(a) ("Submission of all information, including but not limited to, data required by the lead Transmission Service Provider (TSP) to perform steady state, short circuit, motor start, stability analyses") | data_completeness process_latency study_dependency |
PG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSP | p.130, Section 9.2.3(2) ("The ILLE shall notify the lead TSP if a change to the load composition, technology, or parameters occurs") | process_latency re_study timeline_risk |
PG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGE | p.130, Section 9.2.3(2) ("the lead TSP shall determine whether a new stability study is required and provide a written explanation") | dynamic_stability re_study study_dependency timeline_risk |
PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN | p.131, Section 9.2.4(1) ("The LCP must specify the load increments and timeline by which the ILLE intends to increase peak Demand") | commissioning_plan data_completeness process_latency timeline_dependency |
PG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITY | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") | cancellation_risk financial_security process_latency timeline_risk |
PG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTS | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") | cancellation_risk process_latency timeline_risk |
PG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINION | p.138, Section 9.4(10) ("within 365 days after the Initial Energization date identified in the LLIS study report, the lead TSP shall provide an opinion to ERCOT on whether any of the completed LLIS elements require restudy") | re_study timeline_risk |
PG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATED | p.131, Section 9.2.5(1) ("interconnected at transmission voltage"; "must have ... breakers capable of interrupting fault current"; "remote control" by TO) | process_latency protection upgrade_exposure |
NON_CITED_HEURISTIC (3)| rule_id | loc | tags |
|---|---|---|
HEUR_LOAD_MW_GTE_300 | non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure | mw_threshold non_cited_heuristic upgrade_exposure |
HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSURE | non-cited heuristic: missing inputs increase process waiting/latency pressure | data_completeness non_cited_heuristic process_latency |
HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSURE | non-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening | non_cited_heuristic phased_plan upgrade_exposure |
ONCOR_STD_520_106 (11)| rule_id | loc | tags |
|---|---|---|
ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTS | p.8, Sec 6.0 "System Protection Requirements" (protection requirements depend on POD/location/line protection) | protection upgrade_exposure |
ONC_001_TRANSMISSION_VOLTAGE_SCOPE | Section 1.1, p.1 | transmission_scope |
ONC_002_VOLTAGE_AVAILABILITY | Section 3.4.1, p.3 | voltage_selection_risk |
ONC_003_LOAD_PROJECTION | Section 4.1.8, p.6 | data_completeness process_latency timeline_dependency |
ONC_004_ONE_LINE_DIAGRAM | Section 4.1.6, p.6 | data_completeness engineering_review process_latency |
ONC_005_FAULT_INTERRUPT_RATING | Section 5.2.1, p.7 | protection short_circuit upgrade_exposure |
ONC_006_DUAL_FAULT_SENSING_CLOSE | Section 6.1.1, p.8 | protection upgrade_exposure |
ONC_007_6_CYCLE_CLEARING | Section 6.1.1, p.8 | protection upgrade_exposure |
ONC_008_3_CYCLE_BREAKER | Section 6.1.2, p.11 | protection upgrade_exposure |
ONC_009_REVENUE_METERING | Section 3.6.1, p.3–4 | metering_requirement |
ONC_011_LOAD_REMOVAL_RIGHT | Section 7.1.3, p.22 | curtailment_risk operational_constraint |
PUCT_PROJECT_58481_LARGE_LOAD (3)| rule_id | loc | tags |
|---|---|---|
PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCY | p.1, PUCT Project No. 58481, docket filing (Sierra Club comments on 2nd Discussion Draft, 16 TAC §25.194, Jan 9 2026 workshop); rulemaking ongoing | compliance_dependency governance_dependency puct_rule_pending timeline_dependency |
PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONS | p.1-3, PUCT Project No. 58481, docket (16 TAC §25.194) — rulemaking establishing new interconnection standards for large loads; corroborated by ERCOT Q&A Rev.12.15.25 ("PUC is in the process of establishing new interconnection standards for large loads in Project No. 58481") | compliance_dependency process_latency puct_rule_pending timeline_risk |
PUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTS | p.1, PUCT Project No. 58481, docket (Sierra Club comments reference 50% backup generation threshold, SB 6 compliance, and large load qualification standards under 16 TAC §25.194) | compliance_dependency energization_gate process_latency puct_rule_pending |
batch_study (8)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LLI_BATCH_STUDY_PPT_20260122 | RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE | Slide 5-7, ERCOT-Large-Load-Batch-Studies-LLWG_01222026.pptx (Slide 5: Transitional Batch Zero and restudy context; Slide 7: TSP role changes impacting in-progress LLI requests during batch transition) |
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICY | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 5 (background) and Slide 8 (batch process overview); PUCT Open Meeting presentation planned for 2026-02-20. |
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | BATCH_004_WORKSHOP_PROCESS_ONGOING | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 2 (disclaimer), Slide 47-48 (next steps); PUCT Open Meeting 2026-02-20. |
ERCOT_MARKET_NOTICE_A122325_01 | POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORK | p.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework) |
ERCOT_MARKET_NOTICE_A122325_01 | QA_REV1215_BATCH_STUDY_REFERENCE_PROCESS | p.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework) |
ERCOT_MARKET_NOTICE_A122325_01 | RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY | p.1, M-A122325-01 – LONG DESCRIPTION: structural challenges including "coordination across TSPs, repeated restudies, and a growing backlog." Also corroborated by Q&A Rev.12.15.25 p.10: "A common reason re-studies are needed is that another large load customer in the same area becomes a must-study load." |
ERCOT_MARKET_NOTICE_A122325_03 | MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNAL | p.1, M-A122325-03 (Jan 30, 2026): draft framework posted for Feb 3 workshop; feedback deadline Feb 5; sets up Feb 12 second workshop; framework to be filed at Feb 20 PUC Open Meeting. |
ERCOT_MARKET_NOTICE_A122325_05 | MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATEST | p.1, M-A122325-05 (Feb 17, 2026): "PUC recently provided guidance to ERCOT and stakeholders to engage in an expedited process to develop revision requests that create a new Batch Zero study for consideration at the June 1, 2026 ERCOT Board meeting." |
cancellation_risk (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PLANNING_GUIDE | PG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITY | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTS | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") |
commissioning_limit (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_015_CONSUMPTION_LIMIT | p.16, Planning Guide Sections 9.2.2 & 9.6 |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_009_CONSUMPTION_LIMIT | p.2, "Maintain Load consumption at or below" |
commissioning_plan (7)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_004_LOAD_COMMISSIONING_PLAN | p.7, Planning Guide Section 9.2.2 |
ERCOT_PLANNING_GUIDE | PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIRED | p.129, Section 9.2.2(1)(b) ("Submission of a preliminary Load Commissioning Plan (LCP)") |
ERCOT_PLANNING_GUIDE | PG9_013_LCP_SECTION_9_2_4 | p.131, Section 9.2.4 ("9.2.4 Load Commissioning Plan") |
ERCOT_PLANNING_GUIDE | PG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETION | p.131, Section 9.2.4(2) ("Upon the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTED | p.131, Section 9.2.4(3) ("Upon the execution of any required agreements") |
ERCOT_PLANNING_GUIDE | PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED | p.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)") |
ERCOT_PLANNING_GUIDE | PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN | p.131, Section 9.2.4(1) ("The LCP must specify the load increments and timeline by which the ILLE intends to increase peak Demand") |
compliance_dependency (3)| doc_id | rule_id | loc |
|---|---|---|
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCY | p.1, PUCT Project No. 58481, docket filing (Sierra Club comments on 2nd Discussion Draft, 16 TAC §25.194, Jan 9 2026 workshop); rulemaking ongoing |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONS | p.1-3, PUCT Project No. 58481, docket (16 TAC §25.194) — rulemaking establishing new interconnection standards for large loads; corroborated by ERCOT Q&A Rev.12.15.25 ("PUC is in the process of establishing new interconnection standards for large loads in Project No. 58481") |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTS | p.1, PUCT Project No. 58481, docket (Sierra Club comments reference 50% backup generation threshold, SB 6 compliance, and large load qualification standards under 16 TAC §25.194) |
curtailment (1)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDING | PGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28) |
curtailment_risk (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_013_RIDE_THROUGH | p.14–15, "voltage and frequency ride-through risks" |
ONCOR_STD_520_106 | ONC_011_LOAD_REMOVAL_RIGHT | Section 7.1.3, p.22 |
data_completeness (17)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_004_LOAD_COMMISSIONING_PLAN | p.7, Planning Guide Section 9.2.2 |
ERCOT_LLI_ENERGIZATION_REQUEST | ERCOT_LLI_INTAKE_REQUIRED_DOCS | p.1, Instructions ("All fields must be completed unless otherwise noted") |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_004_SSO_APPLICABILITY | p.2, "Is a SSO study required for this Large Load interconnection?" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_012_DME_APPLICABILITY | p.2, "Disturbance Monitoring Equipment (DME) is required" |
ERCOT_LLI_INSTRUCTIONS_COMMUNICATION | LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELS | Instructions for Communication of Large Load Information (effective Dec 15, 2025) |
ERCOT_LLI_LOAD_INFORMATION_FORM_V1 | LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIRED | Load Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page |
ERCOT_PLANNING_GUIDE | PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIRED | p.129, Section 9.2.2(1)(b) ("Submission of a preliminary Load Commissioning Plan (LCP)") |
ERCOT_PLANNING_GUIDE | PG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIRED | p.129, Section 9.2.2(1)(c) ("Written acknowledgement from the Interconnecting Large Load Entity (ILLE)") |
ERCOT_PLANNING_GUIDE | PG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIRED | p.129, Section 9.2.2(1)(d) ("A formal request to initiate the LLIS process") |
ERCOT_PLANNING_GUIDE | PG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIRED | p.130, Section 9.2.2(1)(e) ("Payment of the LLIS Application Fee") |
ERCOT_PLANNING_GUIDE | PG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETION | p.131, Section 9.2.4(2) ("Upon the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED | p.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)") |
ERCOT_PLANNING_GUIDE | PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED | p.129, Section 9.2.2(1)(a) ("Submission of all information, including but not limited to, data required by the lead Transmission Service Provider (TSP) to perform steady state, short circuit, motor start, stability analyses") |
ERCOT_PLANNING_GUIDE | PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN | p.131, Section 9.2.4(1) ("The LCP must specify the load increments and timeline by which the ILLE intends to increase peak Demand") |
NON_CITED_HEURISTIC | HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSURE | non-cited heuristic: missing inputs increase process waiting/latency pressure |
ONCOR_STD_520_106 | ONC_003_LOAD_PROJECTION | Section 4.1.8, p.6 |
ONCOR_STD_520_106 | ONC_004_ONE_LINE_DIAGRAM | Section 4.1.6, p.6 |
dwg_survey (1)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDING | PGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28) |
dynamic_model (1)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDING | PGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28) |
dynamic_stability (8)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_007_REQUIRED_STUDIES | p.8–9, "What types of reliability studies are required?" |
ERCOT_LARGE_LOAD_QA | LL_QA_013_RIDE_THROUGH | p.14–15, "voltage and frequency ride-through risks" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_004_SSO_COMPLETE | p.2, "The SSO study is complete and all required mitigation is in place" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_007_MODEL_CONSISTENCY | p.2, "no changes have been made to the load composition" |
ERCOT_PLANNING_GUIDE | PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLIS | p.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study") |
ERCOT_PLANNING_GUIDE | PG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENT | p.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis") |
ERCOT_PLANNING_GUIDE | PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED | p.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)") |
ERCOT_PLANNING_GUIDE | PG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGE | p.130, Section 9.2.3(2) ("the lead TSP shall determine whether a new stability study is required and provide a written explanation") |
dynamic_study (1)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_008_SSO_REQUIRED | p.8, "Subsynchronous Oscillation study (SSO study)" |
energization_gate (10)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_008_SSO_REQUIRED | p.8, "Subsynchronous Oscillation study (SSO study)" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_001_WRITTEN_APPROVAL_REQUIRED | p.3, "may not proceed until written approval" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_003_LLIS_COMPLETE | p.2, "All studies required per the Large Load Interconnection Study process have been completed and approved" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_004_SSO_APPLICABILITY | p.2, "Is a SSO study required for this Large Load interconnection?" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_004_SSO_COMPLETE | p.2, "The SSO study is complete and all required mitigation is in place" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_012_DME_APPLICABILITY | p.2, "Disturbance Monitoring Equipment (DME) is required" |
ERCOT_PLANNING_GUIDE | PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED | p.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)") |
ERCOT_PLANNING_GUIDE | PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED | p.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)") |
ERCOT_PLANNING_GUIDE | PG9_023_LLIS_COMPLETION_COMMUNICATED | p.100, ("ERCOT has communicated the completion of the LLIS") |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTS | p.1, PUCT Project No. 58481, docket (Sierra Club comments reference 50% backup generation threshold, SB 6 compliance, and large load qualification standards under 16 TAC §25.194) |
engineering_review (1)| doc_id | rule_id | loc |
|---|---|---|
ONCOR_STD_520_106 | ONC_004_ONE_LINE_DIAGRAM | Section 4.1.6, p.6 |
fee_requirement (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_005_APPLICATION_FEE | p.7, Planning Guide Section 9.2.2 fee requirement |
ERCOT_PLANNING_GUIDE | PG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIRED | p.130, Section 9.2.2(1)(e) ("Payment of the LLIS Application Fee") |
financial_security (1)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PLANNING_GUIDE | PG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITY | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") |
governance_dependency (11)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICY | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 5 (background) and Slide 8 (batch process overview); PUCT Open Meeting presentation planned for 2026-02-20. |
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | BATCH_004_WORKSHOP_PROCESS_ONGOING | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 2 (disclaimer), Slide 47-48 (next steps); PUCT Open Meeting 2026-02-20. |
ERCOT_MARKET_NOTICE_A122325_01 | POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORK | p.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework) |
ERCOT_MARKET_NOTICE_A122325_03 | MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNAL | p.1, M-A122325-03 (Jan 30, 2026): draft framework posted for Feb 3 workshop; feedback deadline Feb 5; sets up Feb 12 second workshop; framework to be filed at Feb 20 PUC Open Meeting. |
ERCOT_MARKET_NOTICE_A122325_05 | MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATEST | p.1, M-A122325-05 (Feb 17, 2026): "PUC recently provided guidance to ERCOT and stakeholders to engage in an expedited process to develop revision requests that create a new Batch Zero study for consideration at the June 1, 2026 ERCOT Board meeting." |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDING | PGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDING | PGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDING | PGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING | PGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDING | PGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28) |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCY | p.1, PUCT Project No. 58481, docket filing (Sierra Club comments on 2nd Discussion Draft, 16 TAC §25.194, Jan 9 2026 workshop); rulemaking ongoing |
intake_gate (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_003_TSP_INITIATION | p.6, "initiate the Large Load Interconnection Process?" |
ERCOT_PLANNING_GUIDE | PG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIRED | p.129, Section 9.2.2(1)(d) ("A formal request to initiate the LLIS process") |
intake_requirement (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LLI_INSTRUCTIONS_COMMUNICATION | LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELS | Instructions for Communication of Large Load Information (effective Dec 15, 2025) |
ERCOT_LLI_LOAD_INFORMATION_FORM_V1 | LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIRED | Load Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page |
market_notice (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_MARKET_NOTICE_A122325_03 | MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNAL | p.1, M-A122325-03 (Jan 30, 2026): draft framework posted for Feb 3 workshop; feedback deadline Feb 5; sets up Feb 12 second workshop; framework to be filed at Feb 20 PUC Open Meeting. |
ERCOT_MARKET_NOTICE_A122325_05 | MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATEST | p.1, M-A122325-05 (Feb 17, 2026): "PUC recently provided guidance to ERCOT and stakeholders to engage in an expedited process to develop revision requests that create a new Batch Zero study for consideration at the June 1, 2026 ERCOT Board meeting." |
metering_requirement (1)| doc_id | rule_id | loc |
|---|---|---|
ONCOR_STD_520_106 | ONC_009_REVENUE_METERING | Section 3.6.1, p.3–4 |
modification_trigger (4)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_002_SECTION9_APPLICABILITY | p.4, Section 9.2.1 Applicability |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_010_PEAK_INCREASE_FORM | p.3, "any request to increase the amount of peak Demand" |
ERCOT_PLANNING_GUIDE | PG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAK | p.129, Section 9.2.1(b) ("increases the aggregate peak") |
ERCOT_PLANNING_GUIDE | PG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADD | p.129, Section 9.2.1(c) ("changes or adds a Point of") |
must_study (1)| doc_id | rule_id | loc |
|---|---|---|
CONTEXT_SNAPSHOT | CTX_must_study | as_of=2026-02-13; source=pilot snapshot (manual) |
mw_threshold (1)| doc_id | rule_id | loc |
|---|---|---|
NON_CITED_HEURISTIC | HEUR_LOAD_MW_GTE_300 | non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure |
non_cited_heuristic (3)| doc_id | rule_id | loc |
|---|---|---|
NON_CITED_HEURISTIC | HEUR_LOAD_MW_GTE_300 | non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure |
NON_CITED_HEURISTIC | HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSURE | non-cited heuristic: missing inputs increase process waiting/latency pressure |
NON_CITED_HEURISTIC | HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSURE | non-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening |
operational_constraint (4)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_013_RIDE_THROUGH | p.14–15, "voltage and frequency ride-through risks" |
ERCOT_LARGE_LOAD_QA | LL_QA_015_CONSUMPTION_LIMIT | p.16, Planning Guide Sections 9.2.2 & 9.6 |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_009_CONSUMPTION_LIMIT | p.2, "Maintain Load consumption at or below" |
ONCOR_STD_520_106 | ONC_011_LOAD_REMOVAL_RIGHT | Section 7.1.3, p.22 |
phased_plan (1)| doc_id | rule_id | loc |
|---|---|---|
NON_CITED_HEURISTIC | HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSURE | non-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening |
policy_update (4)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | BATCH_004_WORKSHOP_PROCESS_ONGOING | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 2 (disclaimer), Slide 47-48 (next steps); PUCT Open Meeting 2026-02-20. |
ERCOT_MARKET_NOTICE_A122325_01 | QA_REV1215_BATCH_STUDY_REFERENCE_PROCESS | p.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework) |
ERCOT_MARKET_NOTICE_A122325_03 | MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNAL | p.1, M-A122325-03 (Jan 30, 2026): draft framework posted for Feb 3 workshop; feedback deadline Feb 5; sets up Feb 12 second workshop; framework to be filed at Feb 20 PUC Open Meeting. |
ERCOT_MARKET_NOTICE_A122325_05 | MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATEST | p.1, M-A122325-05 (Feb 17, 2026): "PUC recently provided guidance to ERCOT and stakeholders to engage in an expedited process to develop revision requests that create a new Batch Zero study for consideration at the June 1, 2026 ERCOT Board meeting." |
process_latency (30)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_003_TSP_INITIATION | p.6, "initiate the Large Load Interconnection Process?" |
ERCOT_LARGE_LOAD_QA | LL_QA_005_APPLICATION_FEE | p.7, Planning Guide Section 9.2.2 fee requirement |
ERCOT_LLI_ENERGIZATION_REQUEST | ERCOT_LLI_INTAKE_REQUIRED_DOCS | p.1, Instructions ("All fields must be completed unless otherwise noted") |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_001_WRITTEN_APPROVAL_REQUIRED | p.3, "may not proceed until written approval" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_012_DME_APPLICABILITY | p.2, "Disturbance Monitoring Equipment (DME) is required" |
ERCOT_LLI_INSTRUCTIONS_COMMUNICATION | LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELS | Instructions for Communication of Large Load Information (effective Dec 15, 2025) |
ERCOT_LLI_LOAD_INFORMATION_FORM_V1 | LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIRED | Load Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page |
ERCOT_MARKET_NOTICE_A122325_01 | QA_REV1215_BATCH_STUDY_REFERENCE_PROCESS | p.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDING | PGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDING | PGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDING | PGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28) |
ERCOT_PLANNING_GUIDE | PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIRED | p.129, Section 9.2.2(1)(b) ("Submission of a preliminary Load Commissioning Plan (LCP)") |
ERCOT_PLANNING_GUIDE | PG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIRED | p.129, Section 9.2.2(1)(c) ("Written acknowledgement from the Interconnecting Large Load Entity (ILLE)") |
ERCOT_PLANNING_GUIDE | PG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIRED | p.129, Section 9.2.2(1)(d) ("A formal request to initiate the LLIS process") |
ERCOT_PLANNING_GUIDE | PG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIRED | p.130, Section 9.2.2(1)(e) ("Payment of the LLIS Application Fee") |
ERCOT_PLANNING_GUIDE | PG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYS | p.130, Section 9.2.3 ("within ten Business Days") |
ERCOT_PLANNING_GUIDE | PG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETION | p.131, Section 9.2.4(2) ("Upon the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED | p.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)") |
ERCOT_PLANNING_GUIDE | PG9_023_LLIS_COMPLETION_COMMUNICATED | p.100, ("ERCOT has communicated the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED | p.129, Section 9.2.2(1)(a) ("Submission of all information, including but not limited to, data required by the lead Transmission Service Provider (TSP) to perform steady state, short circuit, motor start, stability analyses") |
ERCOT_PLANNING_GUIDE | PG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSP | p.130, Section 9.2.3(2) ("The ILLE shall notify the lead TSP if a change to the load composition, technology, or parameters occurs") |
ERCOT_PLANNING_GUIDE | PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN | p.131, Section 9.2.4(1) ("The LCP must specify the load increments and timeline by which the ILLE intends to increase peak Demand") |
ERCOT_PLANNING_GUIDE | PG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITY | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTS | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATED | p.131, Section 9.2.5(1) ("interconnected at transmission voltage"; "must have ... breakers capable of interrupting fault current"; "remote control" by TO) |
NON_CITED_HEURISTIC | HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSURE | non-cited heuristic: missing inputs increase process waiting/latency pressure |
ONCOR_STD_520_106 | ONC_003_LOAD_PROJECTION | Section 4.1.8, p.6 |
ONCOR_STD_520_106 | ONC_004_ONE_LINE_DIAGRAM | Section 4.1.6, p.6 |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONS | p.1-3, PUCT Project No. 58481, docket (16 TAC §25.194) — rulemaking establishing new interconnection standards for large loads; corroborated by ERCOT Q&A Rev.12.15.25 ("PUC is in the process of establishing new interconnection standards for large loads in Project No. 58481") |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTS | p.1, PUCT Project No. 58481, docket (Sierra Club comments reference 50% backup generation threshold, SB 6 compliance, and large load qualification standards under 16 TAC §25.194) |
process_trigger (6)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_001_LARGE_LOAD_DEFINITION | p.3, "How does ERCOT define a large load?" |
ERCOT_LARGE_LOAD_QA | LL_QA_002_SECTION9_APPLICABILITY | p.4, Section 9.2.1 Applicability |
ERCOT_PLANNING_GUIDE | PG9_001_LLIS_APPLICABILITY_SUBJECT_TO_LLIS | p.129, Section 9.2.1 ("following criteria shall be subject to the Large Load Interconnection Study (LLIS)") |
ERCOT_PLANNING_GUIDE | PG9_002_LLIS_APPLICABILITY_NEW_LARGE_LOAD | p.129, Section 9.2.1(a) ("A new Large Load;") |
ERCOT_PLANNING_GUIDE | PG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAK | p.129, Section 9.2.1(b) ("increases the aggregate peak") |
ERCOT_PLANNING_GUIDE | PG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADD | p.129, Section 9.2.1(c) ("changes or adds a Point of") |
protection (7)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PLANNING_GUIDE | PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENT | p.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis") |
ERCOT_PLANNING_GUIDE | PG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATED | p.131, Section 9.2.5(1) ("interconnected at transmission voltage"; "must have ... breakers capable of interrupting fault current"; "remote control" by TO) |
ONCOR_STD_520_106 | ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTS | p.8, Sec 6.0 "System Protection Requirements" (protection requirements depend on POD/location/line protection) |
ONCOR_STD_520_106 | ONC_005_FAULT_INTERRUPT_RATING | Section 5.2.1, p.7 |
ONCOR_STD_520_106 | ONC_006_DUAL_FAULT_SENSING_CLOSE | Section 6.1.1, p.8 |
ONCOR_STD_520_106 | ONC_007_6_CYCLE_CLEARING | Section 6.1.1, p.8 |
ONCOR_STD_520_106 | ONC_008_3_CYCLE_BREAKER | Section 6.1.2, p.11 |
puct_rule_pending (3)| doc_id | rule_id | loc |
|---|---|---|
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCY | p.1, PUCT Project No. 58481, docket filing (Sierra Club comments on 2nd Discussion Draft, 16 TAC §25.194, Jan 9 2026 workshop); rulemaking ongoing |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONS | p.1-3, PUCT Project No. 58481, docket (16 TAC §25.194) — rulemaking establishing new interconnection standards for large loads; corroborated by ERCOT Q&A Rev.12.15.25 ("PUC is in the process of establishing new interconnection standards for large loads in Project No. 58481") |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTS | p.1, PUCT Project No. 58481, docket (Sierra Club comments reference 50% backup generation threshold, SB 6 compliance, and large load qualification standards under 16 TAC §25.194) |
queue_density (4)| doc_id | rule_id | loc |
|---|---|---|
CONTEXT_SNAPSHOT | CTX_queue_density | as_of=2026-02-13; source=pilot snapshot (manual); Example context input for v0 demo |
ERCOT_LARGE_LOAD_QA | LL_QA_010_RESTUDY_QUEUE | p.10, "studies of other nearby large" |
ERCOT_MARKET_NOTICE_A122325_01 | POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORK | p.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework) |
ERCOT_MARKET_NOTICE_A122325_01 | RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY | p.1, M-A122325-01 – LONG DESCRIPTION: structural challenges including "coordination across TSPs, repeated restudies, and a growing backlog." Also corroborated by Q&A Rev.12.15.25 p.10: "A common reason re-studies are needed is that another large load customer in the same area becomes a must-study load." |
queue_dependency (2)| doc_id | rule_id | loc |
|---|---|---|
CONTEXT_SNAPSHOT | CTX_queue_dependency | as_of=2026-02-13; source=pilot snapshot (manual) |
ERCOT_LLI_BATCH_STUDY_PPT_20260122 | RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE | Slide 5-7, ERCOT-Large-Load-Batch-Studies-LLWG_01222026.pptx (Slide 5: Transitional Batch Zero and restudy context; Slide 7: TSP role changes impacting in-progress LLI requests during batch transition) |
queue_position (1)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING | PGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28) |
re_study (13)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_006_MATERIAL_CHANGE | p.7, Planning Guide Section 9.2.3 |
ERCOT_LARGE_LOAD_QA | LL_QA_010_RESTUDY_QUEUE | p.10, "studies of other nearby large" |
ERCOT_LARGE_LOAD_QA | LL_QA_014_365_DAY_RULE | p.15, Planning Guide Section 9.4(10) |
ERCOT_LLI_BATCH_STUDY_PPT_20260122 | RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE | Slide 5-7, ERCOT-Large-Load-Batch-Studies-LLWG_01222026.pptx (Slide 5: Transitional Batch Zero and restudy context; Slide 7: TSP role changes impacting in-progress LLI requests during batch transition) |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_007_MODEL_CONSISTENCY | p.2, "no changes have been made to the load composition" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_008_NOTIFY_CHANGES | p.2, "obligation to notify the interconnecting TSP of changes" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_010_PEAK_INCREASE_FORM | p.3, "any request to increase the amount of peak Demand" |
ERCOT_PLANNING_GUIDE | PG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIRED | p.129, Section 9.2.2(1)(c) ("Written acknowledgement from the Interconnecting Large Load Entity (ILLE)") |
ERCOT_PLANNING_GUIDE | PG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYS | p.130, Section 9.2.3 ("within ten Business Days") |
ERCOT_PLANNING_GUIDE | PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLIS | p.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study") |
ERCOT_PLANNING_GUIDE | PG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSP | p.130, Section 9.2.3(2) ("The ILLE shall notify the lead TSP if a change to the load composition, technology, or parameters occurs") |
ERCOT_PLANNING_GUIDE | PG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGE | p.130, Section 9.2.3(2) ("the lead TSP shall determine whether a new stability study is required and provide a written explanation") |
ERCOT_PLANNING_GUIDE | PG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINION | p.138, Section 9.4(10) ("within 365 days after the Initial Energization date identified in the LLIS study report, the lead TSP shall provide an opinion to ERCOT on whether any of the completed LLIS elements require restudy") |
regulatory_change (5)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDING | PGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDING | PGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDING | PGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING | PGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDING | PGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28) |
restudy_risk (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LLI_BATCH_STUDY_PPT_20260122 | RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE | Slide 5-7, ERCOT-Large-Load-Batch-Studies-LLWG_01222026.pptx (Slide 5: Transitional Batch Zero and restudy context; Slide 7: TSP role changes impacting in-progress LLI requests during batch transition) |
ERCOT_MARKET_NOTICE_A122325_01 | RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY | p.1, M-A122325-01 – LONG DESCRIPTION: structural challenges including "coordination across TSPs, repeated restudies, and a growing backlog." Also corroborated by Q&A Rev.12.15.25 p.10: "A common reason re-studies are needed is that another large load customer in the same area becomes a must-study load." |
short_circuit (3)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_007_REQUIRED_STUDIES | p.8–9, "What types of reliability studies are required?" |
ERCOT_PLANNING_GUIDE | PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENT | p.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis") |
ONCOR_STD_520_106 | ONC_005_FAULT_INTERRUPT_RATING | Section 5.2.1, p.7 |
sso (3)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_008_SSO_REQUIRED | p.8, "Subsynchronous Oscillation study (SSO study)" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_004_SSO_COMPLETE | p.2, "The SSO study is complete and all required mitigation is in place" |
ERCOT_PLANNING_GUIDE | PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED | p.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)") |
steady_state (2)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_007_REQUIRED_STUDIES | p.8–9, "What types of reliability studies are required?" |
ERCOT_PLANNING_GUIDE | PG9_016_STEADY_STATE_ANALYSIS_ELEMENT | p.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis") |
study_dependency (15)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_007_REQUIRED_STUDIES | p.8–9, "What types of reliability studies are required?" |
ERCOT_LARGE_LOAD_QA | LL_QA_008_SSO_REQUIRED | p.8, "Subsynchronous Oscillation study (SSO study)" |
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICY | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 5 (background) and Slide 8 (batch process overview); PUCT Open Meeting presentation planned for 2026-02-20. |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_003_LLIS_COMPLETE | p.2, "All studies required per the Large Load Interconnection Study process have been completed and approved" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_004_SSO_APPLICABILITY | p.2, "Is a SSO study required for this Large Load interconnection?" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_004_SSO_COMPLETE | p.2, "The SSO study is complete and all required mitigation is in place" |
ERCOT_MARKET_NOTICE_A122325_01 | RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY | p.1, M-A122325-01 – LONG DESCRIPTION: structural challenges including "coordination across TSPs, repeated restudies, and a growing backlog." Also corroborated by Q&A Rev.12.15.25 p.10: "A common reason re-studies are needed is that another large load customer in the same area becomes a must-study load." |
ERCOT_PLANNING_GUIDE | PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLIS | p.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study") |
ERCOT_PLANNING_GUIDE | PG9_016_STEADY_STATE_ANALYSIS_ELEMENT | p.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis") |
ERCOT_PLANNING_GUIDE | PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENT | p.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis") |
ERCOT_PLANNING_GUIDE | PG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENT | p.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis") |
ERCOT_PLANNING_GUIDE | PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED | p.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)") |
ERCOT_PLANNING_GUIDE | PG9_023_LLIS_COMPLETION_COMMUNICATED | p.100, ("ERCOT has communicated the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED | p.129, Section 9.2.2(1)(a) ("Submission of all information, including but not limited to, data required by the lead Transmission Service Provider (TSP) to perform steady state, short circuit, motor start, stability analyses") |
ERCOT_PLANNING_GUIDE | PG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGE | p.130, Section 9.2.3(2) ("the lead TSP shall determine whether a new stability study is required and provide a written explanation") |
study_scope (4)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDING | PGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDING | PGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDING | PGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING | PGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28) |
timeline_dependency (7)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_004_LOAD_COMMISSIONING_PLAN | p.7, Planning Guide Section 9.2.2 |
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | BATCH_004_WORKSHOP_PROCESS_ONGOING | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 2 (disclaimer), Slide 47-48 (next steps); PUCT Open Meeting 2026-02-20. |
ERCOT_PLANNING_GUIDE | PG9_013_LCP_SECTION_9_2_4 | p.131, Section 9.2.4 ("9.2.4 Load Commissioning Plan") |
ERCOT_PLANNING_GUIDE | PG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTED | p.131, Section 9.2.4(3) ("Upon the execution of any required agreements") |
ERCOT_PLANNING_GUIDE | PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN | p.131, Section 9.2.4(1) ("The LCP must specify the load increments and timeline by which the ILLE intends to increase peak Demand") |
ONCOR_STD_520_106 | ONC_003_LOAD_PROJECTION | Section 4.1.8, p.6 |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCY | p.1, PUCT Project No. 58481, docket filing (Sierra Club comments on 2nd Discussion Draft, 16 TAC §25.194, Jan 9 2026 workshop); rulemaking ongoing |
timeline_risk (23)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_LARGE_LOAD_QA | LL_QA_006_MATERIAL_CHANGE | p.7, Planning Guide Section 9.2.3 |
ERCOT_LARGE_LOAD_QA | LL_QA_010_RESTUDY_QUEUE | p.10, "studies of other nearby large" |
ERCOT_LARGE_LOAD_QA | LL_QA_014_365_DAY_RULE | p.15, Planning Guide Section 9.4(10) |
ERCOT_LARGE_LOAD_QA | LL_QA_015_CONSUMPTION_LIMIT | p.16, Planning Guide Sections 9.2.2 & 9.6 |
ERCOT_LLI_BATCH_STUDY_PPT_20260122 | RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLE | Slide 5-7, ERCOT-Large-Load-Batch-Studies-LLWG_01222026.pptx (Slide 5: Transitional Batch Zero and restudy context; Slide 7: TSP role changes impacting in-progress LLI requests during batch transition) |
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICY | ERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 5 (background) and Slide 8 (batch process overview); PUCT Open Meeting presentation planned for 2026-02-20. |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_007_MODEL_CONSISTENCY | p.2, "no changes have been made to the load composition" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_008_NOTIFY_CHANGES | p.2, "obligation to notify the interconnecting TSP of changes" |
ERCOT_LLI_ENERGIZATION_REQUEST | LLI_EN_010_PEAK_INCREASE_FORM | p.3, "any request to increase the amount of peak Demand" |
ERCOT_MARKET_NOTICE_A122325_01 | POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORK | p.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework) |
ERCOT_MARKET_NOTICE_A122325_01 | RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDY | p.1, M-A122325-01 – LONG DESCRIPTION: structural challenges including "coordination across TSPs, repeated restudies, and a growing backlog." Also corroborated by Q&A Rev.12.15.25 p.10: "A common reason re-studies are needed is that another large load customer in the same area becomes a must-study load." |
ERCOT_MARKET_NOTICE_A122325_05 | MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATEST | p.1, M-A122325-05 (Feb 17, 2026): "PUC recently provided guidance to ERCOT and stakeholders to engage in an expedited process to develop revision requests that create a new Batch Zero study for consideration at the June 1, 2026 ERCOT Board meeting." |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDING | PGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING | PGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28) |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | PGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDING | PGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28) |
ERCOT_PLANNING_GUIDE | PG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYS | p.130, Section 9.2.3 ("within ten Business Days") |
ERCOT_PLANNING_GUIDE | PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLIS | p.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study") |
ERCOT_PLANNING_GUIDE | PG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSP | p.130, Section 9.2.3(2) ("The ILLE shall notify the lead TSP if a change to the load composition, technology, or parameters occurs") |
ERCOT_PLANNING_GUIDE | PG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGE | p.130, Section 9.2.3(2) ("the lead TSP shall determine whether a new stability study is required and provide a written explanation") |
ERCOT_PLANNING_GUIDE | PG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITY | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTS | p.138, Section 9.4(9) ("If the requirements of Section 9.5, have not been satisfied within 180 days after the communication of the completion of the LLIS") |
ERCOT_PLANNING_GUIDE | PG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINION | p.138, Section 9.4(10) ("within 365 days after the Initial Energization date identified in the LLIS study report, the lead TSP shall provide an opinion to ERCOT on whether any of the completed LLIS elements require restudy") |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONS | p.1-3, PUCT Project No. 58481, docket (16 TAC §25.194) — rulemaking establishing new interconnection standards for large loads; corroborated by ERCOT Q&A Rev.12.15.25 ("PUC is in the process of establishing new interconnection standards for large loads in Project No. 58481") |
transmission_scope (1)| doc_id | rule_id | loc |
|---|---|---|
ONCOR_STD_520_106 | ONC_001_TRANSMISSION_VOLTAGE_SCOPE | Section 1.1, p.1 |
upgrade_exposure (8)| doc_id | rule_id | loc |
|---|---|---|
ERCOT_PLANNING_GUIDE | PG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATED | p.131, Section 9.2.5(1) ("interconnected at transmission voltage"; "must have ... breakers capable of interrupting fault current"; "remote control" by TO) |
NON_CITED_HEURISTIC | HEUR_LOAD_MW_GTE_300 | non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure |
NON_CITED_HEURISTIC | HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSURE | non-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening |
ONCOR_STD_520_106 | ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTS | p.8, Sec 6.0 "System Protection Requirements" (protection requirements depend on POD/location/line protection) |
ONCOR_STD_520_106 | ONC_005_FAULT_INTERRUPT_RATING | Section 5.2.1, p.7 |
ONCOR_STD_520_106 | ONC_006_DUAL_FAULT_SENSING_CLOSE | Section 6.1.1, p.8 |
ONCOR_STD_520_106 | ONC_007_6_CYCLE_CLEARING | Section 6.1.1, p.8 |
ONCOR_STD_520_106 | ONC_008_3_CYCLE_BREAKER | Section 6.1.2, p.11 |
voltage_selection_risk (1)| doc_id | rule_id | loc |
|---|---|---|
ONCOR_STD_520_106 | ONC_002_VOLTAGE_AVAILABILITY | Section 3.4.1, p.3 |
[
{
"kind": "rule",
"source": "published_rule",
"rule_id": "ERCOT_LLI_INTAKE_REQUIRED_DOCS",
"doc_id": "ERCOT_LLI_ENERGIZATION_REQUEST",
"loc": "p.1, Instructions (\"All fields must be completed unless otherwise noted\")",
"trigger_tags": [
"data_completeness",
"process_latency"
],
"contributions": {
"upgrade": 0.0,
"wait": 0.0,
"ops": 0.0
},
"notes": [
"tag:data_completeness => baseline (not counted toward exposure buckets)",
"tag:process_latency => baseline (not counted toward exposure buckets)"
]
},
{
"kind": "rule",
"source": "published_rule",
"rule_id": "PG9_001_LLIS_APPLICABILITY_SUBJECT_TO_LLIS",
"doc_id": "ERCOT_PLANNING_GUIDE",
"loc": "p.129, Section 9.2.1 (\"following criteria shall be subject to the Large Load Interconnection Study (LLIS)\")",
"trigger_tags": [
"process_trigger"
],
"contributions": {
"upgrade": 0.0,
"wait": 0.0,
"ops": 0.0
},
"notes": []
},
{
"kind": "rule",
"source": "published_rule",
"rule_id": "LL_QA_003_TSP_INITIATION",
"doc_id": "ERCOT_LARGE_LOAD_QA",
"loc": "p.6, \"initiate the Large Load Interconnection Process?\"",
"trigger_tags": [
"intake_gate",
"process_latency"
],
"contributions": {
"upgrade": 0.0,
"wait": 0.0,
"ops": 0.0
},
"notes": [
"tag:intake_gate => baseline (not counted toward exposure buckets)",
"tag:process_latency => baseline (not counted toward exposure buckets)"
]
},
{
"kind": "rule",
"source": "published_rule",
"rule_id": "LL_QA_004_LOAD_COMMISSIONING_PLAN",
"doc_id": "ERCOT_LARGE_LOAD_QA",
"loc": "p.7, Planning Guide Section 9.2.2",
"trigger_tags": [
"commissioning_plan",
"data_completeness",
"timeline_dependency"
],
"contributions": {
"upgrade": 0.0,
"wait": 0.0,
"ops": 0.0
},
"notes": [
"tag:commissioning_plan => baseline (not counted toward exposure buckets)",
"tag:data_completeness => baseline (not counted toward exposure buckets)",
"tag:timeline_dependency => baseline (not counted toward exposure buckets)"
]
},
{
"kind": "rule",
"source": "published_rule",
"rule_id": "LL_QA_005_APPLICATION_FEE",
"doc_id": "ERCOT_LARGE_LOAD_QA",
"loc": "p.7, Planning Guide Section 9.2.2 fee requirement",
"trigger_tags": [
"fee_requirement",
"process_latency"
],
"contributions": {
"upgrade": 0.0,
"wait": 0.0,
"ops": 0.0
},
"notes": [
"tag:fee_requirement => baseline (not counted toward exposure buckets)",
"tag:process_latency => baseline (not counted toward exposure buckets)"
]
},
{
"kind": "rule",
"source": "published_rule",
"rule_id": "PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIRED",
"doc_id": "ERCOT_PLANNING_GUIDE",
"loc": "p.129, Section 9.2.2(1)(b) (\"Submission of a preliminary Load Commissioning Plan (LCP)\")",
"trigger_tags": [
"commissioning_plan",
"data_completeness",
"process_latency"
],
"contributions": {
"upgrade": 0.0,
"wait": 0.0,
"ops": 0.0
},
"notes": [
"tag:commissioning_plan => baseline (not counted toward exposure buckets)",
"tag:data_completeness => baseline (not counted toward exposure buckets)",
"tag:process_latency => baseline (not counted toward exposure buckets)"
]
},
{
"kind": "rule",
"source": "published_rule",
"rule_id": "PG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIRED",
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"rule_id": "HEUR_LOAD_MW_GTE_300",
"doc_id": "NON_CITED_HEURISTIC",
"loc": "non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure",
"trigger_tags": [
"mw_threshold",
"non_cited_heuristic",
"upgrade_exposure"
],
"contributions": {
"upgrade": 1.0,
"wait": 0.0,
"ops": 0.0
},
"notes": [
"load_mw_total=300.0 => upgrade +1.0"
]
},
{
"kind": "heuristic",
"source": "non_cited_heuristic",
"rule_id": "HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSURE",
"doc_id": "NON_CITED_HEURISTIC",
"loc": "non-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening",
"trigger_tags": [
"non_cited_heuristic",
"phased_plan",
"upgrade_exposure"
],
"contributions": {
"upgrade": -0.5,
"wait": 0.0,
"ops": 0.0
},
"notes": [
"energization_plan=phased => upgrade -0.5"
]
},
{
"kind": "heuristic",
"source": "non_cited_heuristic",
"rule_id": "HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSURE",
"doc_id": "NON_CITED_HEURISTIC",
"loc": "non-cited heuristic: missing inputs increase process waiting/latency pressure",
"trigger_tags": [
"data_completeness",
"non_cited_heuristic",
"process_latency"
],
"contributions": {
"upgrade": 0.0,
"wait": 0.5,
"ops": 0.0
},
"notes": [
"missing_inputs_count=3 => wait +0.5"
]
},
{
"kind": "context",
"source": "context_snapshot",
"rule_id": "CTX_queue_density",
"doc_id": "CONTEXT_SNAPSHOT",
"loc": "as_of=2026-02-13; source=pilot snapshot (manual); Example context input for v0 demo",
"trigger_tags": [
"queue_density"
],
"contributions": {
"upgrade": 0.0,
"wait": 2.0,
"ops": 0.0
},
"notes": [
"value='high'",
"multiplier=2",
"as_of=2026-02-13",
"source=pilot snapshot (manual)",
"confidence=0.7",
"notes=Example context input for v0 demo",
"mapped via TAG_RISK_CONTRIB['queue_density']"
]
},
{
"kind": "context",
"source": "context_snapshot",
"rule_id": "CTX_queue_dependency",
"doc_id": "CONTEXT_SNAPSHOT",
"loc": "as_of=2026-02-13; source=pilot snapshot (manual)",
"trigger_tags": [
"queue_dependency"
],
"contributions": {
"upgrade": 0.0,
"wait": 1.0,
"ops": 0.0
},
"notes": [
"value=True",
"multiplier=1",
"as_of=2026-02-13",
"source=pilot snapshot (manual)",
"confidence=0.6",
"mapped via TAG_RISK_CONTRIB['queue_dependency']"
]
},
{
"kind": "context",
"source": "context_snapshot",
"rule_id": "CTX_must_study",
"doc_id": "CONTEXT_SNAPSHOT",
"loc": "as_of=2026-02-13; source=pilot snapshot (manual)",
"trigger_tags": [
"must_study"
],
"contributions": {
"upgrade": 0.0,
"wait": 1.0,
"ops": 0.0
},
"notes": [
"value=True",
"multiplier=1",
"as_of=2026-02-13",
"source=pilot snapshot (manual)",
"confidence=0.8",
"mapped via TAG_RISK_CONTRIB['must_study']"
]
},
{
"kind": "summary",
"upgrade_score": 1.0,
"wait_score": 58.0,
"ops_score": 10.0,
"baseline_upgrade": 14.0,
"baseline_wait": 94.5,
"baseline_ops": 2.0,
"status": "rule_driven_v0",
"timeline_estimate": {
"study_results_floor_date": null,
"study_results_floor_source": "",
"study_results_floor_scenario": "batch_zero_eligible not provided — batch track unknown",
"months_to_study_floor": null,
"post_study_min_months": 6,
"post_study_max_months": 12,
"post_study_source": "PG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTS (PG §9.4(9), 180-day window) + PG9_034_NOTICE_TO_PROCEED_INTERCONNECTION_FACILITIES_REQUIRED (PG §9.5.1(iii)) + LLI_EN_011_NETWORK_MODEL (NOM inclusion)",
"earliest_cod_quarter": null,
"confidence": "low",
"status": "unanchored",
"caveats": [
"Medium upgrade or elevated wait pressure; timeline likely 12–24 months minimum once batch placement is known",
"batch_zero_eligible not provided; study floor not calculable — provide batch qualification status to anchor timeline",
"Without batch anchor, upgrade_score and wait_score directional signals are the only available indicators",
"upgrade_score=1 (low upgrade exposure); wait_score=58"
]
},
"upgrade_exposure_bucket": "low",
"operational_exposure_bucket": "high",
"reasoning": [
"baseline_scores: upgrade=14, wait=94.5, ops=2 (tracked but excluded from bucket thresholds)",
"upgrade_score=1 < 2 => upgrade_exposure_bucket=low",
"ops_score=10 => operational_exposure_bucket=high",
"timeline_estimate.status=unanchored; study_floor=n/a; earliest_cod_quarter=n/a; confidence=low"
]
}
]
0.1691de02bae76460dc25094eeccddfd1fc481a77fc10c73bdb95dcd5cae17670frules/published.jsonl0caf3e652c0118a16ce014c30b80b04c94c9e30317cf9175975c55d12647e4c2off / not_run (errors: , warns: )| status | rule_id | doc_id | loc | anchor | message |
|---|---|---|---|---|---|
| Not run | |||||
| doc_id | title | effective_date | artifact path | sha256 |
|---|---|---|---|---|
ERCOT_LARGE_LOAD_QA | ERCOT Large Load Interconnection Process Q&A | 2025-06-01 | docs/raw/ERCOT_LARGE_LOAD_QA__2025-06-01.pdf | e1fba2a7986a8de346331fb6dbc28897b3371d96e621e0a3e69ca90fc14d22f0 |
ERCOT_LLI_BATCH_STUDY_PPT_20260122 | ERCOT Large Load Batch Studies – LLWG Presentation (2026-01-22) | 2026-01-22 | docs/snapshots/ERCOT_LLI_BATCH_STUDY_PPT_20260122__2026-01-22.pptx | 03d4f5cfb192d48e55907ef2f89b7218516c6aed7d1caaeda44ca3233cbe45a5 |
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203 | ERCOT Large Load Interconnection Batch Study Workshop – Draft Framework (2026-02-03) | 2026-02-03 | docs/raw/ERCOT_Batch_Study_Workshop_20260203.pptx | 230d73038e200dbdb10c8736062eef879851df867c187f0656275a4e77bca2a1 |
ERCOT_LLI_ENERGIZATION_REQUEST | ERCOT Large Load Integration - Standalone Energization Request | 2025-07-07 | docs/raw/ERCOT_LLI_ENERGIZATION_REQUEST__2025-07-07.pdf | 86f5154a132c060ae9164d0dacf327f8a2b3daead289c9e03c2f099ddd66d87e |
ERCOT_LLI_INSTRUCTIONS_COMMUNICATION | Instructions for Communication of Large Load Information | 2025-12-15 | docs/raw/ERCOT_LLI_INSTRUCTIONS_COMMUNICATION__2025-12-15.docx | fe31682bb5d7470f2cf77684555d50836b12ec5b381bb1dbe00c289f7d908ea5 |
ERCOT_LLI_LOAD_INFORMATION_FORM_V1 | Load Information Form V1 | 2025-12-15 | docs/raw/ERCOT_LLI_LOAD_INFORMATION_FORM_V1__2025-12-15.xlsx | ef603b2f78078e84ec5d471160873c0282f9094afad712db872d6dd574feadab |
ERCOT_MARKET_NOTICE_A122325_01 | ERCOT Market Notice M-A122325-01: Large Load Interconnection Studies Update | 2025-12-23 | docs/snapshots/ERCOT_MARKET_NOTICE_A122325_01__2025-12-23.html | c1d2335acaaae1a4d629337340abcbe6aea63c73c7f574342430e0a68aa76a68 |
ERCOT_MARKET_NOTICE_A122325_03 | ERCOT Market Notice M-A122325-03: Large Load Interconnection Studies Update | 2025-12-23 | docs/snapshots/ERCOT_MARKET_NOTICE_A122325_03__2025-12-23.html | 6539080a0125b3114544681b3ad94e9f4a063ed2f4094d709a3669dc1719bcf1 |
ERCOT_MARKET_NOTICE_A122325_05 | ERCOT Market Notice M-A122325-05: Large Load Interconnection Studies Update | 2025-12-23 | docs/snapshots/ERCOT_MARKET_NOTICE_A122325_05__2025-12-23.html | ee9e908b02f1ea623a4d5af61dd807f6bf8ace6ce9c1efa584bde05f4e853e65 |
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKER | ERCOT Pending PGRRs – Large Load Relevant (as of 2026-02-28) | | None | None |
ERCOT_PLANNING_GUIDE | ERCOT Planning Guide | 2025-12-15 | docs/raw/ERCOT_PLANNING_GUIDE__2025-12-15.pdf | bc7cc96c6937ef96345c0f2c1dda1033864f4ccb225b00e7d2ca9c2f4d1164e4 |
ONCOR_STD_520_106 | Oncor Standard 520-106 (Retail Customer Connection Requirements) | | docs/raw/ONCOR_STD_520_106__2023-01-01.pdf | eca927c9faad4bd6d77bcf95b5179e7b00ec42f24ed28c38b0e9782977dc022d |
PUCT_PROJECT_58481_LARGE_LOAD | PUCT Project No. 58481 – Large Load Interconnection Proceeding (Rule Draft/Discussion) | | docs/snapshots/PUCT_PROJECT_58481_LARGE_LOAD__2026-02-26.pdf | 0f19c9ae3319a15bb2ed0df73dbe7cc909b9ffefd066fad37034f1d1e715450d |