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R7.3: Mock Monthly Allocation/Auction ( Un structured) Instructions & Test Scripts

Get instructions and test scripts for the R7.3 Unstructured Monthly Allocation in EDS 3 Release 7. Includes guidelines, review activities, and submission deadlines.

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R7.3: Mock Monthly Allocation/Auction ( Un structured) Instructions & Test Scripts

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  1. R7.3: Mock Monthly Allocation/Auction(Unstructured) Instructions & Test Scripts EDS 3 Release 7 (CRR) March 17th, 2008

  2. Glossary • CRR Congestion Revenue Rights • EDS 3 R7 Early Delivery System 3, Release 7 • R7.1 Release 7, Sub-release 1 • PCRR Pre-assigned Congestion Revenue Rights • MCFRI McCamey Area Flowgate Rights • MP Market Participant • CRR AH Congestion Revenue Rights Account Holder • CP Counter Party • TPTF Transition Plan Task Force • DUNS Data Universal Numbering System • USA User System Administrator • TML Texas Market Link

  3. Table of contents R7.3 Allocation Results R7.3 objectives and exit criteria R7.3 schedule & test scripts Week 2 scripts Guidelines on entering CRR Market Credit Limits Caveats Issue submission Coming up - R7.4

  4. R7.3: Unstructured monthly allocation results • See Binding Constraints Spreadsheet • See Market Results Spreadsheet • All PeakWE and Off-Peak awarded

  5. R7.3 Schedule and test scripts NOIEs: Submit nominations **submission window ends Mar 13th 11:59PM Discuss PCRR & MCFRI allocation results; review activities/status R7.2 overview & demo (Latecomers only) R7.1 catch-up All: Download pre-auction info (OPTIONAL) All: Submit bids (& SICL) **submission window ends Mar 20th 11:59PM Overview of week activities & demo Review activities and status CP: submit credit limit All: Initiate and accept bilateral trades All: Download auction results & invoice (?) R7.3 Conclusion Overview of week activities & demo Test scripts for eligible NOIEs only: a. Submit PCRR nominations b. Download PCRR allocation results Test script for McCamey WGRs only: c. Download MCFRI allocation results Test script for Counter Parties (CP)* only: d. Submit CRR Market Credit Limit Test scripts for ALL R7 participants: 1. Download pre-auction information 2. Submit bid portfolio 3. Submit Self-Imposed Credit Limit (SICL) 4. Download auction market results 5. Create a sell/buy bilateral trade posting 6. Accept a sell/buy bilateral trade posting *ERCOT will email CP digital certificates to MP USA by 3/17

  6. 1. Guidelines on entering CRR Market Credit Limits Steps: **Run this test script between00:01AM 3/18/08 – 11:59PM 3/20/08 only • Launch CRR application using CP certificate– go to “Assign ACL to Market” link *If within application with CRR certificate already, close browser and re-enter using CP certificate • See later slide on guidelines to enter CRR Market Credit Limits • Enter credit limit in row corresponding to auction desired  EDS 7.3 Auction • Enter desired amount of credit to be assigned to this market. • Save • End

  7. MIS as seen when entering with CP certificate

  8. Available Credit Limit Editor screenshot

  9. 2. Download pre-auction information (OPTIONAL) Steps: **Run this test script on 3/18/08-3/20/08 only • Launch CRR application – go to “Download Reports” link *If within application already, go to “Downloads” tab • Download any pre-auction information file of interest Common -> “Network” or “Market” Market Type -> AuctionMarket Term -> Monthly Market -> EDS 7.3 Auction • End – do NOT send this information to ERCOT *Guidance material on how to navigate within this page (either one below): CRR User Manual Go to http://nodal.ercot.com/readiness/eds3/documents/index.html Under Release 7 – CRR: click on “crr_market_user_interface_user_manual_v1_0” Section 6: Downloads Manager (Page 37) CRR UI Training material Go to https://www.ercottraining.com Sign in (or register if not already) and go to “CRR User Interface Training” View demo on “Downloads”

  10. [screenshot – how to download pre-auction information]

  11. [screenshot – how to upload bids]

  12. [screenshot – how to save uploaded bids]

  13. [screenshot – how to submit saved bids]

  14. 2. Enter Self-Imposed Credit Limit (OPTIONAL) Steps: **Run this test script on 3/18/08-3/20/08 only • Launch CRR application – go to “Set Self-Imposed Credit Limit” link *If within application already, go to “Downloads” tab • Change Self –Imposed Credit Limit to any value you desire. • The “0.00” displayed originally is a placeholder value. Until you hit save, there is no Self-Imposed Credit constraint. • The vendor is changing the display of the placeholder value in a coming release • If you hit Save while 0.00 is in the field, you will be locked out of the market (0 credit = no awarded bids) • End – do NOT send this information to ERCOT

  15. Caveats • We have not sent out CP certificates to the following companies: • Direct Energy • Indian Mesa Wind Farm 1 • Indian Mesa Wind Farm 2 • Sempra Energy Solutions • FPL Energy Power Marketing • Constellation • We are working to get them to you as quickly as possible

  16. Issue submission • If any issues arise during R7, please send email to crrinfo@ercot.comwith info below: • Description of issue • Participant DUNS number • File used (if relevant) • Screenshot (if relevant) • Time issue occurred (if relevant) • Steps to reproduce (if relevant) • Subject Matter Expert (SME) support will be available during workshop days (business hours). • Note that internal testing will occur in parallel with R7 testing activities. ERCOT will communicate known defects whenever possible, and log any previously unknown defects reported by participants.

  17. Coming up - R7.4: Unstructured annual allocation/auction Objective • ERCOT conducts mock 24-month allocation (NOIEs submit self-created nominations) • ERCOT conducts mock 24-month auction (CRR AHs submit self-created bids; NOIE offers) • CP assign credit limit to CRR market; CRR AH submits self-imposed credit limit • CRR AHs bilaterally trade CRRs Exit Criteria This sub-release is complete when: • The allocation successfully optimizes all submitted nominations • The auction successfully optimizes all submitted bids/offers within required time • The auction results are successfully downloaded by CRR AHs who wish to view them *Completion of this sub-release will meet Market Readiness Criteria CRR3– Operation of Monthly CRR Auction and Allocation. *Completion of this sub-release will meet Market Readiness Criteria CRR5– Operation of Annual CRR Auction and Allocation.

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