Decision Memo

DC ONCOR 300MW Energization Check 2026Q3

User-friendly screening output: start from recommendation and next actions, then open details only when needed.
Rendered 2026-03-05T22:05:40.184054+00:00 Evaluated 2026-03-03T04:23:53+00:00
Simple view is default for non-technical users.

Executive Summary

Screening: Conditional — action requiredEnergization: Not readyUpgrade exposure: Low
Recommendation
We recommend staying with the current baseline configuration.
There is not yet enough information to recommend a specific alternative — 3 required inputs are outstanding.
What to do next
  1. Ack Change Notification Obligation
    Produce: Signed acknowledgement letter/email
  2. LLIS Formal Request Submitted
    Produce: Formal LLIS initiation request + confirmation
  3. LLIS Data Package Submitted
    Produce: Study data package submission receipt (files + transmittal)
Key risk factors
  • Batch-study cycle dependency
    This project is subject to a batch-study cycle — the next study window and its timeline need to be confirmed.
  • Queue density
    Risk factor flagged: queue density.
  • Curtailment risk
    Risk factor flagged: curtailment risk.
What could change this
  • Queue or study status: Batch-study cycle dependency
  • Queue or study status: Financial security
  • Queue or study status: Queue density
Options at a glance
Screening what-ifs — not final determinations. Use these to choose the next lever to confirm.
OptionTimeline signalInputs neededKey tradeoff
Current approach (baseline)⚠ No date floor — provide batch_zero_eligible3 items neededOps exposure: high; 3 items still needed
Single energization plan⚠ No date floor — provide batch_zero_eligible3 items neededOps exposure: high; 3 items still needed
Multi-POI topology⚠ No date floor — provide batch_zero_eligible3 items neededOps exposure: high; 3 items still needed
★ = recommended option
This is a preliminary screening assessment, not a final engineering determination. There are 3 information items still needed. Energization readiness gates are tracked in the checklist below. Final requirements will be confirmed by ERCOT, your transmission service provider, and your TDSP.

Project Snapshot

Operator / TDSP
ERCOT / ONCOR
Load + Target Window
300 MW · 2026Q3
Energization Request
True
Selected Process Path
Intake → Large Load Intake (ERCOT) → Completeness Check → Study Path (ERCOT) — Phased plan → Material Change / Re-study Screening → TDSP Routing → Facility Review (TDSP) → Risk Flags → Energization Readiness (gate evaluation) → Decision Memo
Open / download PDF

Visual Snapshot

quick read
Three charts for fast alignment: timeline estimate, readiness mix, and option gap.
Timeline Estimate
status unanchoredstudy floor n/aconfidence low
batch_zero_eligible not provided — batch track unknown
Readiness Mix
satisfied 4missing 2not_satisfied 5unknown 1
Option Gap (Missing Inputs)
Co Located True3 missing
Export Planned3 missing
Poi Topology Multi3 missing
Single plan3 missing

Options Comparison

choose your next path
Simple view shows a compact comparison. Analyst view includes the full option matrix.
OptionTimeline signalInputs neededKey tradeoff
Current approach (baseline)⚠ No date floor — provide batch_zero_eligible3 items neededOps exposure: high; 3 items still needed
Single energization plan⚠ No date floor — provide batch_zero_eligible3 items neededOps exposure: high; 3 items still needed
Multi-POI topology⚠ No date floor — provide batch_zero_eligible3 items neededOps exposure: high; 3 items still needed
★ = recommended option
Show analyst option workbook
Single energization plan
Lever Phased Energizationclass designSource System Generated Toggle
Input changes
Energization Plan = single
Path
Intake → Large Load Intake (ERCOT) → Completeness Check → Study Path (ERCOT) — Single plan → Material Change / Re-study Screening → TDSP Routing → Facility Review (TDSP) → Risk Flags → Energization Readiness (gate evaluation) → Decision Memo
Missing inputs
3 total. ack_change_notification_obligation, llis_data_package_submitted, llis_formal_request_submitted
Delta vs baseline
Path changed | Missing inputs delta: 0
Risk & timeline
Study floor: n/a (batch_zero_eligible not provided — batch track unknown) | Status: unanchored | Upgrade: Low | Ops: High
Show path diff details
Baseline changed segment: E2P -> E3P_RESTUDY
Option changed segment: E2S -> E3S_RESTUDY
Trigger field deltas
  • energization_plan: phased -> single
Poi Topology Multi
Lever Poi Topology Choiceclass designSource System Generated Toggle
Input changes
Multiple Poi = True; Poi Count = 2
Path
Intake → Large Load Intake (ERCOT) → Completeness Check → Study Path (ERCOT) — Phased plan → Material Change / Re-study Screening → Configuration Branching (v0 what-if) → TDSP Routing → Facility Review (TDSP) → Risk Flags → Energization Readiness (gate evaluation) → Decision Memo
Missing inputs
3 total. ack_change_notification_obligation, llis_data_package_submitted, llis_formal_request_submitted
Delta vs baseline
Path changed | Missing inputs delta: 0
Risk & timeline
Study floor: n/a (batch_zero_eligible not provided — batch track unknown) | Status: unanchored | Upgrade: Low | Ops: High
Show path diff details
Baseline changed segment: E3R_TO_TDSP
Option changed segment: E3R_CFG_MULTI_POI -> E3C_TO_TDSP
Trigger field deltas
  • multiple_poi: False -> True
Co Located True
Lever Co Location Signalclass hardSource System Generated Toggle
Input changes
Is Co Located = True
Path
Intake → Large Load Intake (ERCOT) → Completeness Check → Study Path (ERCOT) — Phased plan → Material Change / Re-study Screening → Configuration Branching (v0 what-if) → TDSP Routing → Facility Review (TDSP) → Risk Flags → Energization Readiness (gate evaluation) → Decision Memo
Missing inputs
3 total. ack_change_notification_obligation, llis_data_package_submitted, llis_formal_request_submitted
Delta vs baseline
Path changed | Missing inputs delta: 0
Risk & timeline
Study floor: n/a (batch_zero_eligible not provided — batch track unknown) | Status: unanchored | Upgrade: Low | Ops: High
Show path diff details
Baseline changed segment: E3R_TO_TDSP
Option changed segment: E3R_CFG_CO_LOCATED -> E3C_TO_TDSP
Trigger field deltas
  • is_co_located: False -> True
Export Planned
Lever Export Capability Choiceclass designSource System Generated Toggle
Input changes
Export Capability = planned
Path
Intake → Large Load Intake (ERCOT) → Completeness Check → Study Path (ERCOT) — Phased plan → Material Change / Re-study Screening → Configuration Branching (v0 what-if) → TDSP Routing → Facility Review (TDSP) → Risk Flags → Energization Readiness (gate evaluation) → Decision Memo
Missing inputs
3 total. ack_change_notification_obligation, llis_data_package_submitted, llis_formal_request_submitted
Delta vs baseline
Path changed | Missing inputs delta: 0
Risk & timeline
Study floor: n/a (batch_zero_eligible not provided — batch track unknown) | Status: unanchored | Upgrade: Low | Ops: High
Show path diff details
Baseline changed segment: E3R_TO_TDSP
Option changed segment: E3R_CFG_EXPORT -> E3C_TO_TDSP
Trigger field deltas
  • export_capability: none -> planned

Energization Checklist

ready / blocked / unknown
satisfied 4 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 & citation
rule_id
PG9_019_ENERGIZATION_NOM_INCLUSION
doc_id
ERCOT_PLANNING_GUIDE
loc
p.141, Section 9.6(a) ("Inclusion of the Load in the Network Operations Model")
Noneis_requesting_energization==True (True)nom_included==True (False)
Guidance
Guidance 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 ERCOT
What 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)
  • Completed ERCOT Energization Request form fields: NOMCR #, Production Load Date, Maximum MW Modeled, NOMCR contact (form p.2)
  • Attestation on the Energization Request form that the Large Load has been included in the Network Operations Model per Protocols Section 3.10 (form p.2)
  • ERCOT written approval of the Energization Request form prior to energization (form p.3)
not_satisfied
Initial Energization prerequisites include verification that all required telemetry is operational and accurate (Planning Guide Section 9.6(b)).
IDs & citation
rule_id
PG9_020_ENERGIZATION_TELEMETRY_OPERATIONAL
doc_id
ERCOT_PLANNING_GUIDE
loc
p.141, Section 9.6(b) ("required telemetry is operational and accurate")
Noneis_requesting_energization==True (True)telemetry_operational_and_accurate==True (False)
Guidance
Guidance 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 ERCOT
What 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)
  • Completed ERCOT Energization Request form: telemetry operational/accurate as-of date (form p.2)
  • Energization Request form contact fields for telemetry questions (form p.1)
  • ERCOT written approval of the Energization Request form prior to energization (form p.3)
satisfied
Initial Energization prerequisites include completion and approval of any required Subsynchronous Oscillation (SSO) studies (Planning Guide Section 9.6(d)).
IDs & citation
rule_id
PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIRED
doc_id
ERCOT_PLANNING_GUIDE
loc
p.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)")
Noneis_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 & citation
rule_id
PG9_022_ENERGIZATION_CURRENT_LCP_REQUIRED
doc_id
ERCOT_PLANNING_GUIDE
loc
p.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)")
Noneis_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 & citation
rule_id
PG9_023_LLIS_COMPLETION_COMMUNICATED
doc_id
ERCOT_PLANNING_GUIDE
loc
p.100, ("ERCOT has communicated the completion of the LLIS")
Noneis_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 & citation
rule_id
PG9_024_AGREEMENTS_AND_FINANCIAL_SECURITY
doc_id
ERCOT_PLANNING_GUIDE
loc
pp.139-140, Section 9.5 ("have received the financial security required")
Noneis_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 & citation
rule_id
PG9_031_ENERGIZATION_QUARTERLY_STABILITY_ASSESSMENT_REQUIRED
doc_id
ERCOT_PLANNING_GUIDE
loc
p.141, Section 9.6(1)(c) ("Completion of the requirements of Section 5.3.5, ERCOT Quarterly Stability Assessment")
Noneercot_quarterly_stability_assessment_required applicability unknown (absent) => unknown (confirm applicability)
Guidance
Guidance 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 ERCOT
What 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)
  • ERCOT quarterly stability assessment completed for the relevant period (Planning Guide Section 5.3.5) and results report posted to the MIS Secure Area (PG 5.3.5(7))
  • Prerequisites for Large Load inclusion in the quarterly stability assessment satisfied by the applicable deadlines (PG 5.3.5(2)/(5))
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 & citation
rule_id
PG9_034_NOTICE_TO_PROCEED_INTERCONNECTION_FACILITIES_REQUIRED
doc_id
ERCOT_PLANNING_GUIDE
loc
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_receivedis_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 & citation
rule_id
PG9_036_ENERGIZATION_BREAKER_CONFIGURATION_CONFIRMED_IF_TRANSMISSION_VOLTAGE
doc_id
ERCOT_PLANNING_GUIDE
loc
p.131, Section 9.2.5(1)-(2) ("interconnected at transmission voltage"; breaker configuration; remote control by TO / direction of QSE)
interconnection_breaker_configuration_confirmedis_requesting_energization==True (True)interconnection_breaker_configuration_confirmed missing
Guidance
Guidance 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/QSE
What 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)
  • One-line / switching diagram showing the permanent breaker configuration at the Service Delivery Point(s) (PG Section 9.2.5)
  • Confirmation that breakers are capable of interrupting fault current and are remotely controllable as required (PG Section 9.2.5)
not_satisfied
If facility is a Large Electronic Load (LEL), it must be included in ERCOT interim ride-through assessment.
IDs & citation
rule_id
LLI_EN_005_LEL_INTERIM_ASSESSMENT
doc_id
ERCOT_LLI_ENERGIZATION_REQUEST
loc
p.2, "Large Electronic Load (LEL)"
Noneis_requesting_energization==True (True)is_large_electronic_load==True (True)lel_interim_assessment_complete==True (False)
Guidance
Guidance 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 ERCOT
What 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)
  • Energization Request form: if facility is a Large Electronic Load (LEL), confirmation that it has been included in an ERCOT interim ride-through assessment (form p.2)
satisfied
ILLE must confirm no substantial changes in load composition or parameters from dynamic model used in LLIS Stability Study.
IDs & citation
rule_id
LLI_EN_007_MODEL_CONSISTENCY
doc_id
ERCOT_LLI_ENERGIZATION_REQUEST
loc
p.2, "no changes have been made to the load composition"
Noneis_requesting_energization==True (True)model_consistency_confirmed==True (True)
Guidance
Guidance 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 ERCOT
What 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)
  • Written acknowledgement from the ILLE that no substantial changes have been made vs the dynamic model used in the LLIS Stability Study (form p.2)
  • Energization Request form attestation that the interconnecting TSP has received this acknowledgement (form p.2)
not_satisfied
If ERCOT requires Disturbance Monitoring Equipment (DME), it must be installed and operational.
IDs & citation
rule_id
LLI_EN_012_DME_REQUIRED
doc_id
ERCOT_LLI_ENERGIZATION_REQUEST
loc
p.2, "Is the DME installed and configured?"
Noneis_requesting_energization==True (True)dme_required==True (True)dme_installed_and_operational==True (False)
Guidance
Guidance 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 ERCOT
What 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)
  • Energization Request form: ERCOT notification whether DME is required; if required, confirmation DME installed/configured and projected operational date (form p.2)

Project Details

input snapshot
Operator area
ERCOT
TDSP area
ONCOR
Load (MW total)
300
COD target window
2026Q3
Requesting energization?
True
Process path
Intake → Large Load Intake (ERCOT) → Completeness Check → Study Path (ERCOT) — Phased plan → Material Change / Re-study Screening → TDSP Routing → Facility Review (TDSP) → Risk Flags → Energization Readiness (gate evaluation) → Decision Memo
Show raw request JSON
{
  "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
}

Context Snapshot

non-audit evidence
External/system context recorded for transparency. This is not citation-audited evidence.
as_of 2026-02-13
signal_idtypevalueconfidencesourcenotesv0 effect
queue_densityqueue_densityhigh0.7pilot snapshot (manual)Example context input for v0 demoup:+0 wait:+2 ops:+0
queue_dependencyqueue_dependencytrue0.6pilot snapshot (manual)n/aup:+0 wait:+1 ops:+0
must_studymust_studytrue0.8pilot snapshot (manual)n/aup:+0 wait:+1 ops:+0
No external context snapshots found. Run python src/ingest_context.py to fetch configured sources (see context/context_sources.json).

Process Path

deterministic traversal
Selected path (timeline)
Step bubbles show traversal order; transition chips show edge id and triggering criteria.
  1. 1
    StartN0
    Intake
  2. E0project_type==large_load (large_load)
  3. 2
    StepN1
    Large Load Intake (ERCOT)
  4. E1Default route
  5. 3
    StepN2
    Completeness Check
  6. E2Pexists(load_mw_total)=True | exists(tdsp_area)=True | ...
  7. 4
    StepN3P
    Study Path (ERCOT) — Phased plan
  8. E3P_RESTUDYany_true(material_change_flags in ['poi_changed', 'timeline_accelerated', 'load_type_changed', 'control_system_changed']) (['timeline_accelerated'])
  9. 5
    StepN3R
    Material Change / Re-study Screening
  10. E3R_TO_TDSPDefault route
  11. 6
    StepN3T
    TDSP Routing
  12. E4_ONCORtdsp_area==ONCOR (ONCOR)
  13. 7
    StepN4
    Facility Review (TDSP)
  14. E5_ONCORDefault route
  15. 8
    StepN5
    Risk Flags
  16. E6_ENERGIZATIONis_requesting_energization==True (True)
  17. 9
    StepN5E
    Energization Readiness (gate evaluation)
  18. E6E_TO_MEMODefault route
  19. 10
    OutcomeN6
    Decision Memo
Full process graph
Main path is highlighted in blue. Parallel non-selected branches are collapsed as route-count labels to reduce clutter.
At zoom >100%, press and hold the left mouse button anywhere inside the blue graph panel (node, line, or blank area) and drag to pan. You can also use Shift+wheel / horizontal trackpad gestures or the ← → buttons.
Zoom
STAGE 1 STAGE 2 STAGE 3 STAGE 4 STAGE 5 STAGE 6 STAGE 7 STAGE 8 STAGE 9 STAGE 10 STAGE 11 Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Interconnection Risk Intelligence Intake N0 1 Large Load Intake (ERCOT) N1 2 Completeness Check N2 3 Intake Incomplete (v0: stop and request missing inputs) N2X Study Path (ERCOT) — Phased plan N3P 4 Study Path (ERCOT) — Single plan N3S Material Change / Re-study Screening N3R 5 Configuration Branching (v0 what-if) N3C TDSP Routing N3T 6 Facility Review (TDSP) N4 7 Facility Review (TDSP - Generic/Other) N4G Risk Flags N5 8 Energization Readiness (gate evaluation) N5E 9 Decision Memo N6 10 4 routes 4 routes 4 routes E0 E1 E2P E3P_RESTUDY E3R_TO_TDSP E4_ONCOR E5_ONCOR E6_ENERGIZATION E6E_TO_MEMO selected path node selected path edge collapsed parallel routes Numbers on selected nodes indicate traversal order.
Edge audit log (predicate traces + citations)
edge_id from → to criteria traces rule_ids
E0N0N1project_type==large_load (large_load)None
E1N1N2NoneERCOT_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
E2PN2N3Pexists(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_RESTUDYN3PN3Rany_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_TDSPN3RN3TNoneLL_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_ONCORN3TN4tdsp_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_ONCORN4N5NoneONCOR_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_ENERGIZATIONN5N5Eis_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_MEMON5EN6NoneLL_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

Missing Inputs

from graph + rules
ack_change_notification_obligation llis_data_package_submitted llis_formal_request_submitted

Uncertainty & Dependencies

explain what is unknown
missing 3 assumptions 3 operator discretion 5 queue-state dependent 6
Missing breakdown
absent 3
Show non-cited assumptions (heuristics)
Heuristics are explicitly labeled and contribute to v0 risk buckets; they are not backed by PDF citations.
rule_idlocnote
HEUR_LOAD_MW_GTE_300non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressureload_mw_total=300.0 => upgrade +1.0
HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSUREnon-cited heuristic: missing inputs increase process waiting/latency pressuremissing_inputs_count=3 => wait +0.5
HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSUREnon-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screeningenergization_plan=phased => upgrade -0.5
Show operator discretion signals
These signals indicate engineering / operator judgement may materially affect outcomes.
rule_iddoc_idloctags
ONC_002A_MULTI_VOLTAGE_OPTIONS_138_AND_345ONCOR_STD_520_106Section 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_138ONCOR_STD_520_106Section 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_345ONCOR_STD_520_106Section 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_AVAILABILITYONCOR_STD_520_106Section 3.4.1, p.3voltage_selection_risk
ONC_004_ONE_LINE_DIAGRAMONCOR_STD_520_106Section 4.1.6, p.6data_completeness engineering_review process_latency
Show queue-state dependent signals
These signals depend on queue density / dependencies; timelines can change as other projects progress.
rule_iddoc_idloctags
LL_QA_009_MUST_STUDYERCOT_LARGE_LOAD_QAp.10–11, Planning Guide Section 9.3.4.1financial_security must_study queue_dependency study_dependency
LL_QA_010_RESTUDY_QUEUEERCOT_LARGE_LOAD_QAp.10, "studies of other nearby large"queue_density re_study timeline_risk
RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLEERCOT_LLI_BATCH_STUDY_PPT_20260122Slide 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_DEPENDENCYERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203ERCOT-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_FRAMEWORKERCOT_MARKET_NOTICE_A122325_01p.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_STUDYERCOT_MARKET_NOTICE_A122325_01p.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

Levers Detected

decision inputs
Top levers to decide next
leverclasslabelask next (fields)observed deltarule refsrule check flips
co_location_signalclass hardCo-location / shared infrastructure signalNoneoptions=1 | path_changed | missingΔ[+0,+0]5
missing→sat 0not_sat→sat 4
Show rules
missing → satisfied
None
not_satisfied → satisfied
  • LL_QA_017_CO_LOCATED_WITH_GENERATION_IN_SCOPE — is_co_located == True
  • PG9_034_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_COLOCATED — is_co_located == True
  • PGRR_133_LEGACY_BREAKER_CONTROL_PENDING — is_co_located == True
  • QA_REV1215_COLOCATION_APPLICABILITY_UPDATED — is_co_located == True
export_capability_choiceclass designExport capability postureNoneoptions=1 | path_changed | missingΔ[+0,+0]2
missing→sat 0not_sat→sat 2
Show rules
missing → satisfied
None
not_satisfied → satisfied
  • LL_QA_018_NET_METERING_REVIEW_MAY_APPLY — export_capability in ['possible', 'planned']
  • QA_REV1215_NET_METERING_SB6_APPROVAL_REQUIRED — export_capability in ['possible', 'planned']
phased_energizationclass designPhased energization planNoneoptions=1 | path_changed | missingΔ[+0,+0]2
missing→sat 0not_sat→sat 0
poi_topology_choiceclass designPOI topology (single vs multiple POIs)Noneoptions=1 | path_changed | missingΔ[+0,+0]1
missing→sat 0not_sat→sat 1
Show rules
missing → satisfied
None
not_satisfied → satisfied
  • LL_QA_016_MULTI_POI_SCREEN_AS_SEPARATE_SITES — multiple_poi == True
batch_study_governanceclass externalBatch study process & queue governancebatch_zero_eligible batch_cycle_window queue_positionno_options_generated5
missing→sat 5not_sat→sat 0
Show rules
missing → satisfied
  • BATCH_002_BATCH_CYCLE_WINDOW_DEPENDENCY — provide batch_cycle_window
  • BATCH_003_FAST_TRACK_PATH_IF_ELIGIBLE — provide batch_zero_eligible
  • BATCH_005_QUEUE_POSITION_GOVERNANCE_DEPENDENCY — provide queue_position
  • BATCH_006_BATCH_ZERO_A_FIRM_LOAD_QUALIFICATION — provide batch_zero_eligible
  • BATCH_007_BATCH_ZERO_B_COMMITMENT_DEADLINE — provide batch_zero_eligible
not_satisfied → satisfied
None
lever_id class note
phased_energizationclass designRequest includes a phased energization plan (can be used as an option lever).
poi_topology_choiceclass designRequest includes POI topology inputs (single vs multiple POIs), which can change screening path/options.
co_location_signalclass hardRequest includes a co-location/shared-infrastructure signal (configuration complexity lever).
export_capability_choiceclass designRequest includes an export capability posture input (configuration lever; can affect ops/study exposure).
Lever coverage (rules referencing lever fields)
lever_idclasslabelpresent fieldsmissing fieldsrule refsexample rule_ids
phased_energizationclass designPhased energization planenergization_plan phasesNone2LL_QA_004_LOAD_COMMISSIONING_PLAN PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLAN
voltage_level_choiceclass designPOI voltage level choicevoltage_options_kv voltage_choice_kv poi_voltage_classNone13ONC_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_choiceclass designPOI topology (single vs multiple POIs)poi_count multiple_poiNone1LL_QA_016_MULTI_POI_SCREEN_AS_SEPARATE_SITES
co_location_signalclass hardCo-location / shared infrastructure signalis_co_locatedNone5LL_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_choiceclass designExport capability postureexport_capabilityNone2LL_QA_018_NET_METERING_REVIEW_MAY_APPLY QA_REV1215_NET_METERING_SB6_APPROVAL_REQUIRED
energization_posture_timingclass designEnergization posture & timingis_requesting_energization requested_energization_windowNone29LLI_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_restudyclass designChange control / re-study triggersmaterial_change_flagsNone6LL_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_ntpclass designAgreements, financial security & notice-to-proceedllis_completed_and_ercot_approved agreements_executed financial_security_postednotice_to_proceed_received10FAR_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_readinessclass designLLIS study data package readinessNonellis_data_package_submitted1PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED
quarterly_stability_readinessclass designERCOT quarterly stability assessment readiness (if applicable)Noneercot_quarterly_stability_assessment_complete1PG9_031_ENERGIZATION_QUARTERLY_STABILITY_ASSESSMENT_REQUIRED
batch_study_governanceclass externalBatch study process & queue governanceNonebatch_zero_eligible batch_cycle_window queue_position5BATCH_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_regionclass hardGeographic region (ERCOT zone / area)Noneregion4FAR_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

Parallel Flags

predicate matches outside main path
rule_id doc_id loc tags match traces
PG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATEDERCOT_PLANNING_GUIDEp.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_latencyload_mw_total>=75 (300)poi_voltage_class==transmission (transmission)is_co_located==False (False)
PG9_016_STEADY_STATE_ANALYSIS_ELEMENTERCOT_PLANNING_GUIDEp.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis")steady_state study_dependencyload_mw_total>=75 (300)
PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENTERCOT_PLANNING_GUIDEp.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis")short_circuit protection study_dependencyload_mw_total>=75 (300)
PG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENTERCOT_PLANNING_GUIDEp.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis")dynamic_stability study_dependencyload_mw_total>=75 (300)
BATCH_004_WORKSHOP_PROCESS_ONGOINGERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203ERCOT-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_updateload_mw_total>=75 (300)
QA_REV1215_BATCH_STUDY_REFERENCE_PROCESSERCOT_MARKET_NOTICE_A122325_01p.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework)batch_study process_latency policy_updateload_mw_total>=75 (300)
MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNALERCOT_MARKET_NOTICE_A122325_03p.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_noticeload_mw_total>=75 (300)
MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATESTERCOT_MARKET_NOTICE_A122325_05p.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_riskload_mw_total>=75 (300)

Risk Details

qualitative, deterministic v0
Status
rule_driven_v0
Study results floor date
n/a (unanchored)
Earliest COD quarter
n/a
Timeline estimate status
unanchored
Upgrade exposure
low
Operational exposure
high
How timeline signals are computed
⚠ Timeline floor unanchored
Provide batch_zero_eligible to anchor the study results floor date to a specific ERCOT batch calendar.
Score-derived directional signals (not calendar-anchored)
upgrade_score 1.0wait_score 58.0ops_score 10.0
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
Audit trail
See “Risk trace (raw JSON)” for per-rule tag contributions, and “Evidence” for rule_id → doc_id/loc.
satisfied 55 missing 3 not_satisfied 0 unknown 4 heuristics 3 evidence items 84
Evidence (grouped + filterable)
Total: 84
rule_id doc_id loc tags
ERCOT_LLI_INTAKE_REQUIRED_DOCSERCOT_LLI_ENERGIZATION_REQUESTp.1, Instructions ("All fields must be completed unless otherwise noted")data_completeness process_latency
PG9_001_LLIS_APPLICABILITY_SUBJECT_TO_LLISERCOT_PLANNING_GUIDEp.129, Section 9.2.1 ("following criteria shall be subject to the Large Load Interconnection Study (LLIS)")process_trigger
LL_QA_003_TSP_INITIATIONERCOT_LARGE_LOAD_QAp.6, "initiate the Large Load Interconnection Process?"intake_gate process_latency
LL_QA_004_LOAD_COMMISSIONING_PLANERCOT_LARGE_LOAD_QAp.7, Planning Guide Section 9.2.2commissioning_plan data_completeness timeline_dependency
LL_QA_005_APPLICATION_FEEERCOT_LARGE_LOAD_QAp.7, Planning Guide Section 9.2.2 fee requirementfee_requirement process_latency
PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIREDERCOT_PLANNING_GUIDEp.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_REQUIREDERCOT_PLANNING_GUIDEp.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_REQUIREDERCOT_PLANNING_GUIDEp.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_REQUIREDERCOT_PLANNING_GUIDEp.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_REQUIREDERCOT_PLANNING_GUIDEp.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_LOADERCOT_PLANNING_GUIDEp.129, Section 9.2.1(a) ("A new Large Load;")process_trigger
PG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAKERCOT_PLANNING_GUIDEp.129, Section 9.2.1(b) ("increases the aggregate peak")modification_trigger process_trigger
PG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADDERCOT_PLANNING_GUIDEp.129, Section 9.2.1(c) ("changes or adds a Point of")modification_trigger process_trigger
LL_QA_002_SECTION9_APPLICABILITYERCOT_LARGE_LOAD_QAp.4, Section 9.2.1 Applicabilitymodification_trigger process_trigger
PG9_013_LCP_SECTION_9_2_4ERCOT_PLANNING_GUIDEp.131, Section 9.2.4 ("9.2.4 Load Commissioning Plan")commissioning_plan timeline_dependency
PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCYPUCT_PROJECT_58481_LARGE_LOADp.1, PUCT Project No. 58481, docket filing (Sierra Club comments on 2nd Discussion Draft, 16 TAC §25.194, Jan 9 2026 workshop); rulemaking ongoingcompliance_dependency governance_dependency puct_rule_pending timeline_dependency
PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONSPUCT_PROJECT_58481_LARGE_LOADp.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_FRAMEWORKERCOT_MARKET_NOTICE_A122325_01p.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_REQUIREDERCOT_LLI_LOAD_INFORMATION_FORM_V1Load Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI pagedata_completeness intake_requirement process_latency
LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELSERCOT_LLI_INSTRUCTIONS_COMMUNICATIONInstructions for Communication of Large Load Information (effective Dec 15, 2025)data_completeness intake_requirement process_latency
PGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDINGERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR136: 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_PENDINGERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR138: 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_PENDINGERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR141: 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_PENDINGERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR134: 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_PENDINGERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR144: 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_DEFINITIONERCOT_LARGE_LOAD_QAp.3, "How does ERCOT define a large load?"process_trigger
PG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLANERCOT_PLANNING_GUIDEp.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_PROJECTIONONCOR_STD_520_106Section 4.1.8, p.6data_completeness process_latency timeline_dependency
ONC_004_ONE_LINE_DIAGRAMONCOR_STD_520_106Section 4.1.6, p.6data_completeness engineering_review process_latency
LL_QA_006_MATERIAL_CHANGEERCOT_LARGE_LOAD_QAp.7, Planning Guide Section 9.2.3re_study timeline_risk
LL_QA_010_RESTUDY_QUEUEERCOT_LARGE_LOAD_QAp.10, "studies of other nearby large"queue_density re_study timeline_risk
PG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYSERCOT_PLANNING_GUIDEp.130, Section 9.2.3 ("within ten Business Days")process_latency re_study timeline_risk
PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLISERCOT_PLANNING_GUIDEp.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_TSPERCOT_PLANNING_GUIDEp.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_CHANGEERCOT_PLANNING_GUIDEp.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_CYCLEERCOT_LLI_BATCH_STUDY_PPT_20260122Slide 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_STUDYERCOT_MARKET_NOTICE_A122325_01p.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_POLICYERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203ERCOT-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_STUDIESERCOT_LARGE_LOAD_QAp.8–9, "What types of reliability studies are required?"dynamic_stability short_circuit steady_state study_dependency
LL_QA_008_SSO_REQUIREDERCOT_LARGE_LOAD_QAp.8, "Subsynchronous Oscillation study (SSO study)"dynamic_study energization_gate sso study_dependency
ONC_002_VOLTAGE_AVAILABILITYONCOR_STD_520_106Section 3.4.1, p.3voltage_selection_risk
ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTSONCOR_STD_520_106p.8, Sec 6.0 "System Protection Requirements" (protection requirements depend on POD/location/line protection)protection upgrade_exposure
ONC_001_TRANSMISSION_VOLTAGE_SCOPEONCOR_STD_520_106Section 1.1, p.1transmission_scope
ONC_005_FAULT_INTERRUPT_RATINGONCOR_STD_520_106Section 5.2.1, p.7protection short_circuit upgrade_exposure
ONC_006_DUAL_FAULT_SENSING_CLOSEONCOR_STD_520_106Section 6.1.1, p.8protection upgrade_exposure
ONC_007_6_CYCLE_CLEARINGONCOR_STD_520_106Section 6.1.1, p.8protection upgrade_exposure
ONC_008_3_CYCLE_BREAKERONCOR_STD_520_106Section 6.1.2, p.11protection upgrade_exposure
ONC_009_REVENUE_METERINGONCOR_STD_520_106Section 3.6.1, p.3–4metering_requirement
ONC_011_LOAD_REMOVAL_RIGHTONCOR_STD_520_106Section 7.1.3, p.22curtailment_risk operational_constraint
PG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTSERCOT_PLANNING_GUIDEp.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_SECURITYERCOT_PLANNING_GUIDEp.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_REQUIREDERCOT_LLI_ENERGIZATION_REQUESTp.3, "may not proceed until written approval"energization_gate process_latency
LLI_EN_003_LLIS_COMPLETEERCOT_LLI_ENERGIZATION_REQUESTp.2, "All studies required per the Large Load Interconnection Study process have been completed and approved"energization_gate study_dependency
LLI_EN_004_SSO_APPLICABILITYERCOT_LLI_ENERGIZATION_REQUESTp.2, "Is a SSO study required for this Large Load interconnection?"data_completeness energization_gate study_dependency
LLI_EN_004_SSO_COMPLETEERCOT_LLI_ENERGIZATION_REQUESTp.2, "The SSO study is complete and all required mitigation is in place"dynamic_stability energization_gate sso study_dependency
LLI_EN_007_MODEL_CONSISTENCYERCOT_LLI_ENERGIZATION_REQUESTp.2, "no changes have been made to the load composition"dynamic_stability re_study timeline_risk
LLI_EN_012_DME_APPLICABILITYERCOT_LLI_ENERGIZATION_REQUESTp.2, "Disturbance Monitoring Equipment (DME) is required"data_completeness energization_gate process_latency
LL_QA_013_RIDE_THROUGHERCOT_LARGE_LOAD_QAp.14–15, "voltage and frequency ride-through risks"curtailment_risk dynamic_stability operational_constraint
PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIREDERCOT_PLANNING_GUIDEp.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)")dynamic_stability energization_gate sso study_dependency
PG9_022_ENERGIZATION_CURRENT_LCP_REQUIREDERCOT_PLANNING_GUIDEp.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_COMMUNICATEDERCOT_PLANNING_GUIDEp.100, ("ERCOT has communicated the completion of the LLIS")energization_gate process_latency study_dependency
PG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINIONERCOT_PLANNING_GUIDEp.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_REQUIREMENTSPUCT_PROJECT_58481_LARGE_LOADp.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_RULEERCOT_LARGE_LOAD_QAp.15, Planning Guide Section 9.4(10)re_study timeline_risk
LL_QA_015_CONSUMPTION_LIMITERCOT_LARGE_LOAD_QAp.16, Planning Guide Sections 9.2.2 & 9.6commissioning_limit operational_constraint timeline_risk
LLI_EN_008_NOTIFY_CHANGESERCOT_LLI_ENERGIZATION_REQUESTp.2, "obligation to notify the interconnecting TSP of changes"re_study timeline_risk
LLI_EN_009_CONSUMPTION_LIMITERCOT_LLI_ENERGIZATION_REQUESTp.2, "Maintain Load consumption at or below"commissioning_limit operational_constraint
LLI_EN_010_PEAK_INCREASE_FORMERCOT_LLI_ENERGIZATION_REQUESTp.3, "any request to increase the amount of peak Demand"modification_trigger re_study timeline_risk
PG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETIONERCOT_PLANNING_GUIDEp.131, Section 9.2.4(2) ("Upon the completion of the LLIS")commissioning_plan data_completeness process_latency
PG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTEDERCOT_PLANNING_GUIDEp.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_COLOCATEDERCOT_PLANNING_GUIDEp.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_ELEMENTERCOT_PLANNING_GUIDEp.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis")steady_state study_dependency
PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENTERCOT_PLANNING_GUIDEp.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis")protection short_circuit study_dependency
PG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENTERCOT_PLANNING_GUIDEp.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis")dynamic_stability study_dependency
BATCH_004_WORKSHOP_PROCESS_ONGOINGERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203ERCOT-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_PROCESSERCOT_MARKET_NOTICE_A122325_01p.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_SIGNALERCOT_MARKET_NOTICE_A122325_03p.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_LATESTERCOT_MARKET_NOTICE_A122325_05p.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_300NON_CITED_HEURISTICnon-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressuremw_threshold non_cited_heuristic upgrade_exposure
HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSURENON_CITED_HEURISTICnon-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screeningnon_cited_heuristic phased_plan upgrade_exposure
HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSURENON_CITED_HEURISTICnon-cited heuristic: missing inputs increase process waiting/latency pressuredata_completeness non_cited_heuristic process_latency
CTX_queue_densityCONTEXT_SNAPSHOTas_of=2026-02-13; source=pilot snapshot (manual); Example context input for v0 demoqueue_density
CTX_queue_dependencyCONTEXT_SNAPSHOTas_of=2026-02-13; source=pilot snapshot (manual)queue_dependency
CTX_must_studyCONTEXT_SNAPSHOTas_of=2026-02-13; source=pilot snapshot (manual)must_study
CONTEXT_SNAPSHOT (3)
rule_idloctags
CTX_must_studyas_of=2026-02-13; source=pilot snapshot (manual)must_study
CTX_queue_densityas_of=2026-02-13; source=pilot snapshot (manual); Example context input for v0 demoqueue_density
CTX_queue_dependencyas_of=2026-02-13; source=pilot snapshot (manual)queue_dependency
ERCOT_LARGE_LOAD_QA (12)
rule_idloctags
LL_QA_001_LARGE_LOAD_DEFINITIONp.3, "How does ERCOT define a large load?"process_trigger
LL_QA_002_SECTION9_APPLICABILITYp.4, Section 9.2.1 Applicabilitymodification_trigger process_trigger
LL_QA_003_TSP_INITIATIONp.6, "initiate the Large Load Interconnection Process?"intake_gate process_latency
LL_QA_004_LOAD_COMMISSIONING_PLANp.7, Planning Guide Section 9.2.2commissioning_plan data_completeness timeline_dependency
LL_QA_005_APPLICATION_FEEp.7, Planning Guide Section 9.2.2 fee requirementfee_requirement process_latency
LL_QA_006_MATERIAL_CHANGEp.7, Planning Guide Section 9.2.3re_study timeline_risk
LL_QA_007_REQUIRED_STUDIESp.8–9, "What types of reliability studies are required?"dynamic_stability short_circuit steady_state study_dependency
LL_QA_008_SSO_REQUIREDp.8, "Subsynchronous Oscillation study (SSO study)"dynamic_study energization_gate sso study_dependency
LL_QA_010_RESTUDY_QUEUEp.10, "studies of other nearby large"queue_density re_study timeline_risk
LL_QA_013_RIDE_THROUGHp.14–15, "voltage and frequency ride-through risks"curtailment_risk dynamic_stability operational_constraint
LL_QA_014_365_DAY_RULEp.15, Planning Guide Section 9.4(10)re_study timeline_risk
LL_QA_015_CONSUMPTION_LIMITp.16, Planning Guide Sections 9.2.2 & 9.6commissioning_limit operational_constraint timeline_risk
ERCOT_LLI_BATCH_STUDY_PPT_20260122 (1)
rule_idloctags
RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLESlide 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_idloctags
BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICYERCOT-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_ONGOINGERCOT-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_idloctags
ERCOT_LLI_INTAKE_REQUIRED_DOCSp.1, Instructions ("All fields must be completed unless otherwise noted")data_completeness process_latency
LLI_EN_001_WRITTEN_APPROVAL_REQUIREDp.3, "may not proceed until written approval"energization_gate process_latency
LLI_EN_003_LLIS_COMPLETEp.2, "All studies required per the Large Load Interconnection Study process have been completed and approved"energization_gate study_dependency
LLI_EN_004_SSO_APPLICABILITYp.2, "Is a SSO study required for this Large Load interconnection?"data_completeness energization_gate study_dependency
LLI_EN_004_SSO_COMPLETEp.2, "The SSO study is complete and all required mitigation is in place"dynamic_stability energization_gate sso study_dependency
LLI_EN_007_MODEL_CONSISTENCYp.2, "no changes have been made to the load composition"dynamic_stability re_study timeline_risk
LLI_EN_008_NOTIFY_CHANGESp.2, "obligation to notify the interconnecting TSP of changes"re_study timeline_risk
LLI_EN_009_CONSUMPTION_LIMITp.2, "Maintain Load consumption at or below"commissioning_limit operational_constraint
LLI_EN_010_PEAK_INCREASE_FORMp.3, "any request to increase the amount of peak Demand"modification_trigger re_study timeline_risk
LLI_EN_012_DME_APPLICABILITYp.2, "Disturbance Monitoring Equipment (DME) is required"data_completeness energization_gate process_latency
ERCOT_LLI_INSTRUCTIONS_COMMUNICATION (1)
rule_idloctags
LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELSInstructions for Communication of Large Load Information (effective Dec 15, 2025)data_completeness intake_requirement process_latency
ERCOT_LLI_LOAD_INFORMATION_FORM_V1 (1)
rule_idloctags
LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIREDLoad Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI pagedata_completeness intake_requirement process_latency
ERCOT_MARKET_NOTICE_A122325_01 (3)
rule_idloctags
POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORKp.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_PROCESSp.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_STUDYp.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_idloctags
MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNALp.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_idloctags
MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATESTp.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_idloctags
PGRR_134_DISPATCHABLE_LOAD_REFORM_PENDINGPGRR134: 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_PENDINGPGRR136: 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_PENDINGPGRR138: 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_PENDINGPGRR141: 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_PENDINGPGRR144: 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_idloctags
PG9_001_LLIS_APPLICABILITY_SUBJECT_TO_LLISp.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_LOADp.129, Section 9.2.1(a) ("A new Large Load;")process_trigger
PG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAKp.129, Section 9.2.1(b) ("increases the aggregate peak")modification_trigger process_trigger
PG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADDp.129, Section 9.2.1(c) ("changes or adds a Point of")modification_trigger process_trigger
PG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIREDp.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_REQUIREDp.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_REQUIREDp.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_REQUIREDp.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_DAYSp.130, Section 9.2.3 ("within ten Business Days")process_latency re_study timeline_risk
PG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLISp.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_4p.131, Section 9.2.4 ("9.2.4 Load Commissioning Plan")commissioning_plan timeline_dependency
PG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETIONp.131, Section 9.2.4(2) ("Upon the completion of the LLIS")commissioning_plan data_completeness process_latency
PG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTEDp.131, Section 9.2.4(3) ("Upon the execution of any required agreements")commissioning_plan timeline_dependency
PG9_016_STEADY_STATE_ANALYSIS_ELEMENTp.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis")steady_state study_dependency
PG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENTp.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis")protection short_circuit study_dependency
PG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENTp.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis")dynamic_stability study_dependency
PG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIREDp.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)")dynamic_stability energization_gate sso study_dependency
PG9_022_ENERGIZATION_CURRENT_LCP_REQUIREDp.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_COMMUNICATEDp.100, ("ERCOT has communicated the completion of the LLIS")energization_gate process_latency study_dependency
PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIREDp.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_TSPp.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_CHANGEp.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_PLANp.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_SECURITYp.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_AGREEMENTSp.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_OPINIONp.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_COLOCATEDp.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_idloctags
HEUR_LOAD_MW_GTE_300non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressuremw_threshold non_cited_heuristic upgrade_exposure
HEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSUREnon-cited heuristic: missing inputs increase process waiting/latency pressuredata_completeness non_cited_heuristic process_latency
HEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSUREnon-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screeningnon_cited_heuristic phased_plan upgrade_exposure
ONCOR_STD_520_106 (11)
rule_idloctags
ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTSp.8, Sec 6.0 "System Protection Requirements" (protection requirements depend on POD/location/line protection)protection upgrade_exposure
ONC_001_TRANSMISSION_VOLTAGE_SCOPESection 1.1, p.1transmission_scope
ONC_002_VOLTAGE_AVAILABILITYSection 3.4.1, p.3voltage_selection_risk
ONC_003_LOAD_PROJECTIONSection 4.1.8, p.6data_completeness process_latency timeline_dependency
ONC_004_ONE_LINE_DIAGRAMSection 4.1.6, p.6data_completeness engineering_review process_latency
ONC_005_FAULT_INTERRUPT_RATINGSection 5.2.1, p.7protection short_circuit upgrade_exposure
ONC_006_DUAL_FAULT_SENSING_CLOSESection 6.1.1, p.8protection upgrade_exposure
ONC_007_6_CYCLE_CLEARINGSection 6.1.1, p.8protection upgrade_exposure
ONC_008_3_CYCLE_BREAKERSection 6.1.2, p.11protection upgrade_exposure
ONC_009_REVENUE_METERINGSection 3.6.1, p.3–4metering_requirement
ONC_011_LOAD_REMOVAL_RIGHTSection 7.1.3, p.22curtailment_risk operational_constraint
PUCT_PROJECT_58481_LARGE_LOAD (3)
rule_idloctags
PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCYp.1, PUCT Project No. 58481, docket filing (Sierra Club comments on 2nd Discussion Draft, 16 TAC §25.194, Jan 9 2026 workshop); rulemaking ongoingcompliance_dependency governance_dependency puct_rule_pending timeline_dependency
PUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONSp.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_REQUIREMENTSp.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_idrule_idloc
ERCOT_LLI_BATCH_STUDY_PPT_20260122RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLESlide 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_20260203BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICYERCOT-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_20260203BATCH_004_WORKSHOP_PROCESS_ONGOINGERCOT-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_01POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORKp.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework)
ERCOT_MARKET_NOTICE_A122325_01QA_REV1215_BATCH_STUDY_REFERENCE_PROCESSp.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework)
ERCOT_MARKET_NOTICE_A122325_01RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDYp.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_03MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNALp.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_05MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATESTp.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_idrule_idloc
ERCOT_PLANNING_GUIDEPG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITYp.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_GUIDEPG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTSp.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_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_015_CONSUMPTION_LIMITp.16, Planning Guide Sections 9.2.2 & 9.6
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_009_CONSUMPTION_LIMITp.2, "Maintain Load consumption at or below"
commissioning_plan (7)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_004_LOAD_COMMISSIONING_PLANp.7, Planning Guide Section 9.2.2
ERCOT_PLANNING_GUIDEPG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIREDp.129, Section 9.2.2(1)(b) ("Submission of a preliminary Load Commissioning Plan (LCP)")
ERCOT_PLANNING_GUIDEPG9_013_LCP_SECTION_9_2_4p.131, Section 9.2.4 ("9.2.4 Load Commissioning Plan")
ERCOT_PLANNING_GUIDEPG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETIONp.131, Section 9.2.4(2) ("Upon the completion of the LLIS")
ERCOT_PLANNING_GUIDEPG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTEDp.131, Section 9.2.4(3) ("Upon the execution of any required agreements")
ERCOT_PLANNING_GUIDEPG9_022_ENERGIZATION_CURRENT_LCP_REQUIREDp.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)")
ERCOT_PLANNING_GUIDEPG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLANp.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_idrule_idloc
PUCT_PROJECT_58481_LARGE_LOADPUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCYp.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_LOADPUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONSp.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_LOADPUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTSp.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_idrule_idloc
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_134_DISPATCHABLE_LOAD_REFORM_PENDINGPGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28)
curtailment_risk (2)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_013_RIDE_THROUGHp.14–15, "voltage and frequency ride-through risks"
ONCOR_STD_520_106ONC_011_LOAD_REMOVAL_RIGHTSection 7.1.3, p.22
data_completeness (17)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_004_LOAD_COMMISSIONING_PLANp.7, Planning Guide Section 9.2.2
ERCOT_LLI_ENERGIZATION_REQUESTERCOT_LLI_INTAKE_REQUIRED_DOCSp.1, Instructions ("All fields must be completed unless otherwise noted")
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_004_SSO_APPLICABILITYp.2, "Is a SSO study required for this Large Load interconnection?"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_012_DME_APPLICABILITYp.2, "Disturbance Monitoring Equipment (DME) is required"
ERCOT_LLI_INSTRUCTIONS_COMMUNICATIONLLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELSInstructions for Communication of Large Load Information (effective Dec 15, 2025)
ERCOT_LLI_LOAD_INFORMATION_FORM_V1LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIREDLoad Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page
ERCOT_PLANNING_GUIDEPG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIREDp.129, Section 9.2.2(1)(b) ("Submission of a preliminary Load Commissioning Plan (LCP)")
ERCOT_PLANNING_GUIDEPG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIREDp.129, Section 9.2.2(1)(c) ("Written acknowledgement from the Interconnecting Large Load Entity (ILLE)")
ERCOT_PLANNING_GUIDEPG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIREDp.129, Section 9.2.2(1)(d) ("A formal request to initiate the LLIS process")
ERCOT_PLANNING_GUIDEPG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIREDp.130, Section 9.2.2(1)(e) ("Payment of the LLIS Application Fee")
ERCOT_PLANNING_GUIDEPG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETIONp.131, Section 9.2.4(2) ("Upon the completion of the LLIS")
ERCOT_PLANNING_GUIDEPG9_022_ENERGIZATION_CURRENT_LCP_REQUIREDp.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)")
ERCOT_PLANNING_GUIDEPG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIREDp.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_GUIDEPG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLANp.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_HEURISTICHEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSUREnon-cited heuristic: missing inputs increase process waiting/latency pressure
ONCOR_STD_520_106ONC_003_LOAD_PROJECTIONSection 4.1.8, p.6
ONCOR_STD_520_106ONC_004_ONE_LINE_DIAGRAMSection 4.1.6, p.6
dwg_survey (1)
doc_idrule_idloc
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDINGPGRR144: 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_idrule_idloc
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDINGPGRR144: 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_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_007_REQUIRED_STUDIESp.8–9, "What types of reliability studies are required?"
ERCOT_LARGE_LOAD_QALL_QA_013_RIDE_THROUGHp.14–15, "voltage and frequency ride-through risks"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_004_SSO_COMPLETEp.2, "The SSO study is complete and all required mitigation is in place"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_007_MODEL_CONSISTENCYp.2, "no changes have been made to the load composition"
ERCOT_PLANNING_GUIDEPG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLISp.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study")
ERCOT_PLANNING_GUIDEPG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENTp.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis")
ERCOT_PLANNING_GUIDEPG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIREDp.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)")
ERCOT_PLANNING_GUIDEPG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGEp.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_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_008_SSO_REQUIREDp.8, "Subsynchronous Oscillation study (SSO study)"
energization_gate (10)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_008_SSO_REQUIREDp.8, "Subsynchronous Oscillation study (SSO study)"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_001_WRITTEN_APPROVAL_REQUIREDp.3, "may not proceed until written approval"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_003_LLIS_COMPLETEp.2, "All studies required per the Large Load Interconnection Study process have been completed and approved"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_004_SSO_APPLICABILITYp.2, "Is a SSO study required for this Large Load interconnection?"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_004_SSO_COMPLETEp.2, "The SSO study is complete and all required mitigation is in place"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_012_DME_APPLICABILITYp.2, "Disturbance Monitoring Equipment (DME) is required"
ERCOT_PLANNING_GUIDEPG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIREDp.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)")
ERCOT_PLANNING_GUIDEPG9_022_ENERGIZATION_CURRENT_LCP_REQUIREDp.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)")
ERCOT_PLANNING_GUIDEPG9_023_LLIS_COMPLETION_COMMUNICATEDp.100, ("ERCOT has communicated the completion of the LLIS")
PUCT_PROJECT_58481_LARGE_LOADPUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTSp.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_idrule_idloc
ONCOR_STD_520_106ONC_004_ONE_LINE_DIAGRAMSection 4.1.6, p.6
fee_requirement (2)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_005_APPLICATION_FEEp.7, Planning Guide Section 9.2.2 fee requirement
ERCOT_PLANNING_GUIDEPG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIREDp.130, Section 9.2.2(1)(e) ("Payment of the LLIS Application Fee")
financial_security (1)
doc_idrule_idloc
ERCOT_PLANNING_GUIDEPG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITYp.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_idrule_idloc
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICYERCOT-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_20260203BATCH_004_WORKSHOP_PROCESS_ONGOINGERCOT-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_01POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORKp.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework)
ERCOT_MARKET_NOTICE_A122325_03MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNALp.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_05MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATESTp.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_TRACKERPGRR_134_DISPATCHABLE_LOAD_REFORM_PENDINGPGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDINGPGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDINGPGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDINGPGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDINGPGRR144: 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_LOADPUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCYp.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_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_003_TSP_INITIATIONp.6, "initiate the Large Load Interconnection Process?"
ERCOT_PLANNING_GUIDEPG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIREDp.129, Section 9.2.2(1)(d) ("A formal request to initiate the LLIS process")
intake_requirement (2)
doc_idrule_idloc
ERCOT_LLI_INSTRUCTIONS_COMMUNICATIONLLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELSInstructions for Communication of Large Load Information (effective Dec 15, 2025)
ERCOT_LLI_LOAD_INFORMATION_FORM_V1LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIREDLoad Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page
market_notice (2)
doc_idrule_idloc
ERCOT_MARKET_NOTICE_A122325_03MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNALp.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_05MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATESTp.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_idrule_idloc
ONCOR_STD_520_106ONC_009_REVENUE_METERINGSection 3.6.1, p.3–4
modification_trigger (4)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_002_SECTION9_APPLICABILITYp.4, Section 9.2.1 Applicability
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_010_PEAK_INCREASE_FORMp.3, "any request to increase the amount of peak Demand"
ERCOT_PLANNING_GUIDEPG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAKp.129, Section 9.2.1(b) ("increases the aggregate peak")
ERCOT_PLANNING_GUIDEPG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADDp.129, Section 9.2.1(c) ("changes or adds a Point of")
must_study (1)
doc_idrule_idloc
CONTEXT_SNAPSHOTCTX_must_studyas_of=2026-02-13; source=pilot snapshot (manual)
mw_threshold (1)
doc_idrule_idloc
NON_CITED_HEURISTICHEUR_LOAD_MW_GTE_300non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure
non_cited_heuristic (3)
doc_idrule_idloc
NON_CITED_HEURISTICHEUR_LOAD_MW_GTE_300non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure
NON_CITED_HEURISTICHEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSUREnon-cited heuristic: missing inputs increase process waiting/latency pressure
NON_CITED_HEURISTICHEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSUREnon-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening
operational_constraint (4)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_013_RIDE_THROUGHp.14–15, "voltage and frequency ride-through risks"
ERCOT_LARGE_LOAD_QALL_QA_015_CONSUMPTION_LIMITp.16, Planning Guide Sections 9.2.2 & 9.6
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_009_CONSUMPTION_LIMITp.2, "Maintain Load consumption at or below"
ONCOR_STD_520_106ONC_011_LOAD_REMOVAL_RIGHTSection 7.1.3, p.22
phased_plan (1)
doc_idrule_idloc
NON_CITED_HEURISTICHEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSUREnon-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening
policy_update (4)
doc_idrule_idloc
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203BATCH_004_WORKSHOP_PROCESS_ONGOINGERCOT-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_01QA_REV1215_BATCH_STUDY_REFERENCE_PROCESSp.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework)
ERCOT_MARKET_NOTICE_A122325_03MARKET_NOTICE_001_ERCOT_NOTICES_AS_POLICY_SIGNALp.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_05MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATESTp.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_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_003_TSP_INITIATIONp.6, "initiate the Large Load Interconnection Process?"
ERCOT_LARGE_LOAD_QALL_QA_005_APPLICATION_FEEp.7, Planning Guide Section 9.2.2 fee requirement
ERCOT_LLI_ENERGIZATION_REQUESTERCOT_LLI_INTAKE_REQUIRED_DOCSp.1, Instructions ("All fields must be completed unless otherwise noted")
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_001_WRITTEN_APPROVAL_REQUIREDp.3, "may not proceed until written approval"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_012_DME_APPLICABILITYp.2, "Disturbance Monitoring Equipment (DME) is required"
ERCOT_LLI_INSTRUCTIONS_COMMUNICATIONLLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELSInstructions for Communication of Large Load Information (effective Dec 15, 2025)
ERCOT_LLI_LOAD_INFORMATION_FORM_V1LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIREDLoad Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page
ERCOT_MARKET_NOTICE_A122325_01QA_REV1215_BATCH_STUDY_REFERENCE_PROCESSp.1, M-A122325-01 (batch study process announcement, Dec 23 2025; PGRR115 already insufficient; batch study as successor framework)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_134_DISPATCHABLE_LOAD_REFORM_PENDINGPGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDINGPGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDINGPGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28)
ERCOT_PLANNING_GUIDEPG9_005_LLIS_PREINIT_PRELIM_LCP_REQUIREDp.129, Section 9.2.2(1)(b) ("Submission of a preliminary Load Commissioning Plan (LCP)")
ERCOT_PLANNING_GUIDEPG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIREDp.129, Section 9.2.2(1)(c) ("Written acknowledgement from the Interconnecting Large Load Entity (ILLE)")
ERCOT_PLANNING_GUIDEPG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIREDp.129, Section 9.2.2(1)(d) ("A formal request to initiate the LLIS process")
ERCOT_PLANNING_GUIDEPG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIREDp.130, Section 9.2.2(1)(e) ("Payment of the LLIS Application Fee")
ERCOT_PLANNING_GUIDEPG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYSp.130, Section 9.2.3 ("within ten Business Days")
ERCOT_PLANNING_GUIDEPG9_014_LCP_UPDATE_AFTER_LLIS_COMPLETIONp.131, Section 9.2.4(2) ("Upon the completion of the LLIS")
ERCOT_PLANNING_GUIDEPG9_022_ENERGIZATION_CURRENT_LCP_REQUIREDp.141, Section 9.6(e) ("Submission of a current Load Commissioning Plan (LCP)")
ERCOT_PLANNING_GUIDEPG9_023_LLIS_COMPLETION_COMMUNICATEDp.100, ("ERCOT has communicated the completion of the LLIS")
ERCOT_PLANNING_GUIDEPG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIREDp.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_GUIDEPG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSPp.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_GUIDEPG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLANp.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_GUIDEPG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITYp.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_GUIDEPG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTSp.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_GUIDEPG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATEDp.131, Section 9.2.5(1) ("interconnected at transmission voltage"; "must have ... breakers capable of interrupting fault current"; "remote control" by TO)
NON_CITED_HEURISTICHEUR_MISSING_INPUTS_PRESENT_INCREASES_WAIT_PRESSUREnon-cited heuristic: missing inputs increase process waiting/latency pressure
ONCOR_STD_520_106ONC_003_LOAD_PROJECTIONSection 4.1.8, p.6
ONCOR_STD_520_106ONC_004_ONE_LINE_DIAGRAMSection 4.1.6, p.6
PUCT_PROJECT_58481_LARGE_LOADPUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONSp.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_LOADPUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTSp.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_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_001_LARGE_LOAD_DEFINITIONp.3, "How does ERCOT define a large load?"
ERCOT_LARGE_LOAD_QALL_QA_002_SECTION9_APPLICABILITYp.4, Section 9.2.1 Applicability
ERCOT_PLANNING_GUIDEPG9_001_LLIS_APPLICABILITY_SUBJECT_TO_LLISp.129, Section 9.2.1 ("following criteria shall be subject to the Large Load Interconnection Study (LLIS)")
ERCOT_PLANNING_GUIDEPG9_002_LLIS_APPLICABILITY_NEW_LARGE_LOADp.129, Section 9.2.1(a) ("A new Large Load;")
ERCOT_PLANNING_GUIDEPG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAKp.129, Section 9.2.1(b) ("increases the aggregate peak")
ERCOT_PLANNING_GUIDEPG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADDp.129, Section 9.2.1(c) ("changes or adds a Point of")
protection (7)
doc_idrule_idloc
ERCOT_PLANNING_GUIDEPG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENTp.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis")
ERCOT_PLANNING_GUIDEPG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATEDp.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_106ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTSp.8, Sec 6.0 "System Protection Requirements" (protection requirements depend on POD/location/line protection)
ONCOR_STD_520_106ONC_005_FAULT_INTERRUPT_RATINGSection 5.2.1, p.7
ONCOR_STD_520_106ONC_006_DUAL_FAULT_SENSING_CLOSESection 6.1.1, p.8
ONCOR_STD_520_106ONC_007_6_CYCLE_CLEARINGSection 6.1.1, p.8
ONCOR_STD_520_106ONC_008_3_CYCLE_BREAKERSection 6.1.2, p.11
puct_rule_pending (3)
doc_idrule_idloc
PUCT_PROJECT_58481_LARGE_LOADPUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCYp.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_LOADPUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONSp.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_LOADPUCT_003_RULEMAKING_MAY_AFFECT_ENERGIZATION_REQUIREMENTSp.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_idrule_idloc
CONTEXT_SNAPSHOTCTX_queue_densityas_of=2026-02-13; source=pilot snapshot (manual); Example context input for v0 demo
ERCOT_LARGE_LOAD_QALL_QA_010_RESTUDY_QUEUEp.10, "studies of other nearby large"
ERCOT_MARKET_NOTICE_A122325_01POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORKp.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework)
ERCOT_MARKET_NOTICE_A122325_01RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDYp.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_idrule_idloc
CONTEXT_SNAPSHOTCTX_queue_dependencyas_of=2026-02-13; source=pilot snapshot (manual)
ERCOT_LLI_BATCH_STUDY_PPT_20260122RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLESlide 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_idrule_idloc
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDINGPGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28)
re_study (13)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_006_MATERIAL_CHANGEp.7, Planning Guide Section 9.2.3
ERCOT_LARGE_LOAD_QALL_QA_010_RESTUDY_QUEUEp.10, "studies of other nearby large"
ERCOT_LARGE_LOAD_QALL_QA_014_365_DAY_RULEp.15, Planning Guide Section 9.4(10)
ERCOT_LLI_BATCH_STUDY_PPT_20260122RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLESlide 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_REQUESTLLI_EN_007_MODEL_CONSISTENCYp.2, "no changes have been made to the load composition"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_008_NOTIFY_CHANGESp.2, "obligation to notify the interconnecting TSP of changes"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_010_PEAK_INCREASE_FORMp.3, "any request to increase the amount of peak Demand"
ERCOT_PLANNING_GUIDEPG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIREDp.129, Section 9.2.2(1)(c) ("Written acknowledgement from the Interconnecting Large Load Entity (ILLE)")
ERCOT_PLANNING_GUIDEPG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYSp.130, Section 9.2.3 ("within ten Business Days")
ERCOT_PLANNING_GUIDEPG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLISp.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study")
ERCOT_PLANNING_GUIDEPG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSPp.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_GUIDEPG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGEp.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_GUIDEPG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINIONp.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_idrule_idloc
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_134_DISPATCHABLE_LOAD_REFORM_PENDINGPGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDINGPGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDINGPGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDINGPGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDINGPGRR144: 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_idrule_idloc
ERCOT_LLI_BATCH_STUDY_PPT_20260122RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLESlide 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_01RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDYp.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_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_007_REQUIRED_STUDIESp.8–9, "What types of reliability studies are required?"
ERCOT_PLANNING_GUIDEPG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENTp.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis")
ONCOR_STD_520_106ONC_005_FAULT_INTERRUPT_RATINGSection 5.2.1, p.7
sso (3)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_008_SSO_REQUIREDp.8, "Subsynchronous Oscillation study (SSO study)"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_004_SSO_COMPLETEp.2, "The SSO study is complete and all required mitigation is in place"
ERCOT_PLANNING_GUIDEPG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIREDp.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)")
steady_state (2)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_007_REQUIRED_STUDIESp.8–9, "What types of reliability studies are required?"
ERCOT_PLANNING_GUIDEPG9_016_STEADY_STATE_ANALYSIS_ELEMENTp.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis")
study_dependency (15)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_007_REQUIRED_STUDIESp.8–9, "What types of reliability studies are required?"
ERCOT_LARGE_LOAD_QALL_QA_008_SSO_REQUIREDp.8, "Subsynchronous Oscillation study (SSO study)"
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICYERCOT-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_REQUESTLLI_EN_003_LLIS_COMPLETEp.2, "All studies required per the Large Load Interconnection Study process have been completed and approved"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_004_SSO_APPLICABILITYp.2, "Is a SSO study required for this Large Load interconnection?"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_004_SSO_COMPLETEp.2, "The SSO study is complete and all required mitigation is in place"
ERCOT_MARKET_NOTICE_A122325_01RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDYp.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_GUIDEPG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLISp.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study")
ERCOT_PLANNING_GUIDEPG9_016_STEADY_STATE_ANALYSIS_ELEMENTp.135, Section 9.3.4.1 ("9.3.4.1 Steady-State Analysis")
ERCOT_PLANNING_GUIDEPG9_017_SYSTEM_PROTECTION_SHORT_CIRCUIT_ELEMENTp.136, Section 9.3.4.2 ("System Protection (Short-Circuit) Analysis")
ERCOT_PLANNING_GUIDEPG9_018_DYNAMIC_TRANSIENT_STABILITY_ELEMENTp.136, Section 9.3.4.3 ("Dynamic and Transient Stability Analysis")
ERCOT_PLANNING_GUIDEPG9_021_ENERGIZATION_SSO_COMPLETE_IF_REQUIREDp.141, Section 9.6(d) ("Subsynchronous Oscillation (SSO)")
ERCOT_PLANNING_GUIDEPG9_023_LLIS_COMPLETION_COMMUNICATEDp.100, ("ERCOT has communicated the completion of the LLIS")
ERCOT_PLANNING_GUIDEPG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIREDp.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_GUIDEPG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGEp.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_idrule_idloc
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_134_DISPATCHABLE_LOAD_REFORM_PENDINGPGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_136_STUDY_SCOPE_DOCUMENTATION_PENDINGPGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDINGPGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDINGPGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28)
timeline_dependency (7)
doc_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_004_LOAD_COMMISSIONING_PLANp.7, Planning Guide Section 9.2.2
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203BATCH_004_WORKSHOP_PROCESS_ONGOINGERCOT-Large-Load-Batch-Study-Workshop-02032026.pptx, Slide 2 (disclaimer), Slide 47-48 (next steps); PUCT Open Meeting 2026-02-20.
ERCOT_PLANNING_GUIDEPG9_013_LCP_SECTION_9_2_4p.131, Section 9.2.4 ("9.2.4 Load Commissioning Plan")
ERCOT_PLANNING_GUIDEPG9_015_LCP_UPDATE_AFTER_AGREEMENTS_EXECUTEDp.131, Section 9.2.4(3) ("Upon the execution of any required agreements")
ERCOT_PLANNING_GUIDEPG9_028_LCP_PHASES_REQUIRED_IF_PHASED_PLANp.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_106ONC_003_LOAD_PROJECTIONSection 4.1.8, p.6
PUCT_PROJECT_58481_LARGE_LOADPUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCYp.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_idrule_idloc
ERCOT_LARGE_LOAD_QALL_QA_006_MATERIAL_CHANGEp.7, Planning Guide Section 9.2.3
ERCOT_LARGE_LOAD_QALL_QA_010_RESTUDY_QUEUEp.10, "studies of other nearby large"
ERCOT_LARGE_LOAD_QALL_QA_014_365_DAY_RULEp.15, Planning Guide Section 9.4(10)
ERCOT_LARGE_LOAD_QALL_QA_015_CONSUMPTION_LIMITp.16, Planning Guide Sections 9.2.2 & 9.6
ERCOT_LLI_BATCH_STUDY_PPT_20260122RESTUDY_001_MATERIAL_CHANGE_UNDER_BATCH_CYCLESlide 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_20260203BATCH_001_BATCH_STUDY_PROCESS_PENDING_POLICYERCOT-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_REQUESTLLI_EN_007_MODEL_CONSISTENCYp.2, "no changes have been made to the load composition"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_008_NOTIFY_CHANGESp.2, "obligation to notify the interconnecting TSP of changes"
ERCOT_LLI_ENERGIZATION_REQUESTLLI_EN_010_PEAK_INCREASE_FORMp.3, "any request to increase the amount of peak Demand"
ERCOT_MARKET_NOTICE_A122325_01POLICY_001_TEXAS_TRIBUNE_DATA_CENTER_ERCOT_NEW_FRAMEWORKp.1, M-A122325-01 (context: public reporting of ERCOT shift to data-center batch study framework)
ERCOT_MARKET_NOTICE_A122325_01RESTUDY_002_QUEUE_DISRUPTION_NEARBY_MUST_STUDYp.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_05MARKET_NOTICE_002_ERCOT_NOTICES_A122325_05_LATESTp.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_TRACKERPGRR_138_STUDY_REVIEW_APPROVAL_PROCESS_PENDINGPGRR138: Large Load Interconnection Study Review and Approval Process (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDINGPGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28)
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERPGRR_144_DYNAMIC_MODEL_LARGE_ELECTRONIC_LOADS_PENDINGPGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28)
ERCOT_PLANNING_GUIDEPG9_011_PROJECT_INFO_UPDATE_10_BUSINESS_DAYSp.130, Section 9.2.3 ("within ten Business Days")
ERCOT_PLANNING_GUIDEPG9_012_DYNAMIC_MODEL_CHANGE_IMPACTS_LLISp.130, Section 9.2.3 ("dynamic model information used in the LLIS stability study")
ERCOT_PLANNING_GUIDEPG9_026_MATERIAL_CHANGE_NOTIFY_LEAD_TSPp.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_GUIDEPG9_027_NEW_STABILITY_STUDY_DETERMINATION_IF_SUBSTANTIAL_CHANGEp.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_GUIDEPG9_029B_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_FINANCIAL_SECURITYp.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_GUIDEPG9_029_CANCELLATION_RISK_IF_SECTION_9_5_NOT_SATISFIED_180_DAYS_AGREEMENTSp.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_GUIDEPG9_030_365_DAY_INITIAL_ENERGIZATION_RESTUDY_OPINIONp.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_LOADPUCT_002_REGULATORY_CHANGE_MAY_ALTER_LLIS_OBLIGATIONSp.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_idrule_idloc
ONCOR_STD_520_106ONC_001_TRANSMISSION_VOLTAGE_SCOPESection 1.1, p.1
upgrade_exposure (8)
doc_idrule_idloc
ERCOT_PLANNING_GUIDEPG9_033_REQUIRED_INTERCONNECTION_EQUIPMENT_BREAKERS_TRANSMISSION_NOT_COLOCATEDp.131, Section 9.2.5(1) ("interconnected at transmission voltage"; "must have ... breakers capable of interrupting fault current"; "remote control" by TO)
NON_CITED_HEURISTICHEUR_LOAD_MW_GTE_300non-cited heuristic: large load (MW total ≥ 300) increases upgrade exposure pressure
NON_CITED_HEURISTICHEUR_PHASED_PLAN_REDUCES_UPGRADE_PRESSUREnon-cited heuristic: phased energization plan can reduce upgrade exposure pressure in screening
ONCOR_STD_520_106ONCOR_520_106_SYSTEM_PROTECTION_REQUIREMENTSp.8, Sec 6.0 "System Protection Requirements" (protection requirements depend on POD/location/line protection)
ONCOR_STD_520_106ONC_005_FAULT_INTERRUPT_RATINGSection 5.2.1, p.7
ONCOR_STD_520_106ONC_006_DUAL_FAULT_SENSING_CLOSESection 6.1.1, p.8
ONCOR_STD_520_106ONC_007_6_CYCLE_CLEARINGSection 6.1.1, p.8
ONCOR_STD_520_106ONC_008_3_CYCLE_BREAKERSection 6.1.2, p.11
voltage_selection_risk (1)
doc_idrule_idloc
ONCOR_STD_520_106ONC_002_VOLTAGE_AVAILABILITYSection 3.4.1, p.3
Risk trace (raw JSON)
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    "doc_id": "ERCOT_LLI_ENERGIZATION_REQUEST",
    "loc": "p.1, Instructions (\"All fields must be completed unless otherwise noted\")",
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    "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)\")",
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    "rule_id": "LL_QA_003_TSP_INITIATION",
    "doc_id": "ERCOT_LARGE_LOAD_QA",
    "loc": "p.6, \"initiate the Large Load Interconnection Process?\"",
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    "kind": "rule",
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    "rule_id": "LL_QA_004_LOAD_COMMISSIONING_PLAN",
    "doc_id": "ERCOT_LARGE_LOAD_QA",
    "loc": "p.7, Planning Guide Section 9.2.2",
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      "data_completeness",
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    "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": [
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  },
  {
    "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)\")",
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  },
  {
    "kind": "rule",
    "source": "published_rule",
    "rule_id": "PG9_006_LLIS_PREINIT_WRITTEN_ACK_REQUIRED",
    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "p.129, Section 9.2.2(1)(c) (\"Written acknowledgement from the Interconnecting Large Load Entity (ILLE)\")",
    "trigger_tags": [
      "data_completeness",
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      "re_study"
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    "contributions": {
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      "tag:data_completeness => baseline (not counted toward exposure buckets)",
      "tag:process_latency => baseline (not counted toward exposure buckets)",
      "tag:re_study => wait +1.5",
      "data_completeness missing=['ack_change_notification_obligation'] => baseline wait +2.0"
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  },
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    "kind": "rule",
    "source": "published_rule",
    "rule_id": "PG9_007_LLIS_PREINIT_FORMAL_REQUEST_REQUIRED",
    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "p.129, Section 9.2.2(1)(d) (\"A formal request to initiate the LLIS process\")",
    "trigger_tags": [
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      "intake_gate",
      "process_latency"
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    "contributions": {
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    "notes": [
      "tag:data_completeness => baseline (not counted toward exposure buckets)",
      "tag:intake_gate => baseline (not counted toward exposure buckets)",
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      "data_completeness missing=['llis_formal_request_submitted'] => baseline wait +2.0"
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  {
    "kind": "rule",
    "source": "published_rule",
    "rule_id": "PG9_008_LLIS_PREINIT_APPLICATION_FEE_REQUIRED",
    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "p.130, Section 9.2.2(1)(e) (\"Payment of the LLIS Application Fee\")",
    "trigger_tags": [
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    "contributions": {
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    "notes": [
      "tag:data_completeness => baseline (not counted toward exposure buckets)",
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      "tag:process_latency => baseline (not counted toward exposure buckets)"
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  },
  {
    "kind": "rule",
    "source": "published_rule",
    "rule_id": "PG9_025_LLIS_PREINIT_STUDY_DATA_PACKAGE_REQUIRED",
    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "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\")",
    "trigger_tags": [
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      "process_latency",
      "study_dependency"
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    "contributions": {
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    "notes": [
      "tag:data_completeness => baseline (not counted toward exposure buckets)",
      "tag:process_latency => baseline (not counted toward exposure buckets)",
      "tag:study_dependency => baseline (not counted toward exposure buckets)",
      "data_completeness missing=['llis_data_package_submitted'] => baseline wait +2.0"
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    "kind": "rule",
    "source": "published_rule",
    "rule_id": "PG9_002_LLIS_APPLICABILITY_NEW_LARGE_LOAD",
    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "p.129, Section 9.2.1(a) (\"A new Large Load;\")",
    "trigger_tags": [
      "process_trigger"
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    "contributions": {
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  {
    "kind": "rule",
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    "rule_id": "PG9_003_LLIS_APPLICABILITY_MOD_INCREASE_AGGREGATE_PEAK",
    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "p.129, Section 9.2.1(b) (\"increases the aggregate peak\")",
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      "modification_trigger",
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  {
    "kind": "rule",
    "source": "published_rule",
    "rule_id": "PG9_004_LLIS_APPLICABILITY_POI_CHANGE_OR_ADD",
    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "p.129, Section 9.2.1(c) (\"changes or adds a Point of\")",
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      "modification_trigger",
      "process_trigger"
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    "kind": "rule",
    "source": "published_rule",
    "rule_id": "LL_QA_002_SECTION9_APPLICABILITY",
    "doc_id": "ERCOT_LARGE_LOAD_QA",
    "loc": "p.4, Section 9.2.1 Applicability",
    "trigger_tags": [
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    "contributions": {
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    "kind": "rule",
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    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "p.131, Section 9.2.4 (\"9.2.4 Load Commissioning Plan\")",
    "trigger_tags": [
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    "contributions": {
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    "source": "published_rule",
    "rule_id": "PUCT_001_PROJECT_58481_RULEMAKING_DEPENDENCY",
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    "loc": "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",
    "trigger_tags": [
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    "contributions": {
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    "rule_id": "LLI_INTAKE_LOAD_INFORMATION_FORM_V1_REQUIRED",
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    "loc": "Load Information Form V1 (effective Dec 15, 2025); linked from ERCOT LLI page",
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      "data_completeness",
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    "rule_id": "LLI_COMMUNICATION_INSTRUCTIONS_SUBMISSION_CHANNELS",
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    "loc": "Instructions for Communication of Large Load Information (effective Dec 15, 2025)",
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    "loc": "PGRR136: Large Load Interconnection Study Scope Documentation (pending at ROS as of 2026-02-28)",
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    "rule_id": "PGRR_141_SUBSTANTIATED_LOAD_REFORM_PENDING",
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    "loc": "PGRR141: Large Load Interconnection Study Reform for Substantiated Load (pending at ROS as of 2026-02-28)",
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    "loc": "PGRR134: Interconnection Studies Reform for Dispatchable Loads (pending at ROS as of 2026-02-28)",
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    "loc": "PGRR144: Dynamic Model Submission and Review Requirements for Large Loads including Large Electronic Loads (pending at ROS as of 2026-02-28)",
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    "doc_id": "ERCOT_PLANNING_GUIDE",
    "loc": "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\")",
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      "mapped via TAG_RISK_CONTRIB['must_study']"
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      "study_results_floor_source": "",
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      "status": "unanchored",
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        "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",
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        "upgrade_score=1 (low upgrade exposure); wait_score=58"
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]

Provenance

hashes + citation audit
Graph version
0.1
Graph sha256
691de02bae76460dc25094eeccddfd1fc481a77fc10c73bdb95dcd5cae17670f
Rules source
rules/published.jsonl
Rules sha256
0caf3e652c0118a16ce014c30b80b04c94c9e30317cf9175975c55d12647e4c2
Citation audit
off / not_run (errors: , warns: )
Citation audit findings
status rule_id doc_id loc anchor message
Not run
doc_id title effective_date artifact path sha256
ERCOT_LARGE_LOAD_QAERCOT Large Load Interconnection Process Q&A2025-06-01docs/raw/ERCOT_LARGE_LOAD_QA__2025-06-01.pdfe1fba2a7986a8de346331fb6dbc28897b3371d96e621e0a3e69ca90fc14d22f0
ERCOT_LLI_BATCH_STUDY_PPT_20260122ERCOT Large Load Batch Studies – LLWG Presentation (2026-01-22)2026-01-22docs/snapshots/ERCOT_LLI_BATCH_STUDY_PPT_20260122__2026-01-22.pptx03d4f5cfb192d48e55907ef2f89b7218516c6aed7d1caaeda44ca3233cbe45a5
ERCOT_LLI_BATCH_STUDY_WORKSHOP_20260203ERCOT Large Load Interconnection Batch Study Workshop – Draft Framework (2026-02-03)2026-02-03docs/raw/ERCOT_Batch_Study_Workshop_20260203.pptx230d73038e200dbdb10c8736062eef879851df867c187f0656275a4e77bca2a1
ERCOT_LLI_ENERGIZATION_REQUESTERCOT Large Load Integration - Standalone Energization Request2025-07-07docs/raw/ERCOT_LLI_ENERGIZATION_REQUEST__2025-07-07.pdf86f5154a132c060ae9164d0dacf327f8a2b3daead289c9e03c2f099ddd66d87e
ERCOT_LLI_INSTRUCTIONS_COMMUNICATIONInstructions for Communication of Large Load Information2025-12-15docs/raw/ERCOT_LLI_INSTRUCTIONS_COMMUNICATION__2025-12-15.docxfe31682bb5d7470f2cf77684555d50836b12ec5b381bb1dbe00c289f7d908ea5
ERCOT_LLI_LOAD_INFORMATION_FORM_V1Load Information Form V12025-12-15docs/raw/ERCOT_LLI_LOAD_INFORMATION_FORM_V1__2025-12-15.xlsxef603b2f78078e84ec5d471160873c0282f9094afad712db872d6dd574feadab
ERCOT_MARKET_NOTICE_A122325_01ERCOT Market Notice M-A122325-01: Large Load Interconnection Studies Update2025-12-23docs/snapshots/ERCOT_MARKET_NOTICE_A122325_01__2025-12-23.htmlc1d2335acaaae1a4d629337340abcbe6aea63c73c7f574342430e0a68aa76a68
ERCOT_MARKET_NOTICE_A122325_03ERCOT Market Notice M-A122325-03: Large Load Interconnection Studies Update2025-12-23docs/snapshots/ERCOT_MARKET_NOTICE_A122325_03__2025-12-23.html6539080a0125b3114544681b3ad94e9f4a063ed2f4094d709a3669dc1719bcf1
ERCOT_MARKET_NOTICE_A122325_05ERCOT Market Notice M-A122325-05: Large Load Interconnection Studies Update2025-12-23docs/snapshots/ERCOT_MARKET_NOTICE_A122325_05__2025-12-23.htmlee9e908b02f1ea623a4d5af61dd807f6bf8ace6ce9c1efa584bde05f4e853e65
ERCOT_PGRR_PENDING_LARGE_LOAD_TRACKERERCOT Pending PGRRs – Large Load Relevant (as of 2026-02-28)NoneNone
ERCOT_PLANNING_GUIDEERCOT Planning Guide2025-12-15docs/raw/ERCOT_PLANNING_GUIDE__2025-12-15.pdfbc7cc96c6937ef96345c0f2c1dda1033864f4ccb225b00e7d2ca9c2f4d1164e4
ONCOR_STD_520_106Oncor Standard 520-106 (Retail Customer Connection Requirements)docs/raw/ONCOR_STD_520_106__2023-01-01.pdfeca927c9faad4bd6d77bcf95b5179e7b00ec42f24ed28c38b0e9782977dc022d
PUCT_PROJECT_58481_LARGE_LOADPUCT Project No. 58481 – Large Load Interconnection Proceeding (Rule Draft/Discussion)docs/snapshots/PUCT_PROJECT_58481_LARGE_LOAD__2026-02-26.pdf0f19c9ae3319a15bb2ed0df73dbe7cc909b9ffefd066fad37034f1d1e715450d