1. Antitrust Admonition

Ivan Velasquez

1:00 p.m.

2. Agenda Review

Ivan Velasquez

1:00 p.m.

3. Overview of NPRR1092: Reduce RUC Offer Floor and Remove RUC Opt-Out Provision

Carrie Bivens

1:05 p.m.

4. Stakeholder Comments

• Independent Analysis by London Economics International LLC, on behalf of Vistra

5. • Shell
   • Reliant
   • Joint Commenters

1:15 p.m.

6. Break

2:50 p.m.

7. Stakeholder Comments Cont.
   • Luminant
   • TCPA
   • STEC, LCRA
   • Others

3:00 p.m.

8. Next Steps

4:50 p.m.

Adjourn

Ivan Velasquez

5:00 p.m.