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R7.2: Mock Monthly Allocation/Auction (Fully Structured) Instructions & Test Scripts

This document provides instructions and test scripts for the fully structured R7.2 Mock Monthly Allocation/Auction. It includes objectives, exit criteria, schedule, and test scripts for various participants.

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R7.2: Mock Monthly Allocation/Auction (Fully Structured) Instructions & Test Scripts

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  1. R7.2: Mock Monthly Allocation/Auction(Fully Structured) Instructions & Test Scripts EDS 3 Release 7 (CRR) February 18th, 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 R7.2 – objectives and exit criteria R7.2 – schedule & test scripts Caveats Issue submission Coming up - R7.3

  4. R7.2: Fully structured monthly allocation/auction – objectives & exit criteria Objective • ERCOT conducts mock monthly allocation (NOIEs submit ERCOT-provided nominations) • ERCOT conducts mock monthly auction (CRR AHs submit ERCOT-provided bids and offers) • CRR AHs bilaterally trade CRRs as orchestrated by ERCOT Exit Criteria • Resolved all participant-reported issues regarding any of the following: • Upload of the bid/offer portfolios provided by ERCOT (in either XML or CSV) • Download of auction results • Initiation and/or acceptance (as orchestrated by ERCOT) of bilateral trades • If eligible NOIE – upload of nomination information provided by ERCOT • If eligible NOIE – download of allocation results *”Entering of credit limit assigned to market provided by ERCOT” has been removed from R7.2 exit criteria

  5. R7.2 Schedule and test scripts Download PCRR & MCFRI allocations NOIEs: Submit PCRR nominations Discuss PCRR & MCFRI allocations R7.2 overview & demo (Latecomers only) R7.1 catch-up All: Download pre-auction Information (OPTIONAL) All: Submit bids **submission window ends Feb 28th 11:59PM Review activities and status Overview of week activities & demo All: Initiate and accept bilateral trades All: Download auction results & invoice (?) R7.2 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 scripts for ALL R7 participants: 1. Download pre-auction information (OPTIONAL) 2. Submit bid portfolio 3. Download auction market results 4. Create a sell/buy bilateral trade posting 5. Accept a sell/buy bilateral trade posting

  6. a. Submit PCRR nominations (eligible NOIEs only) Steps: **Run this test script between00:01AM 2/19/08 – 11:59PM 2/20/08 only • Retrieve nominations file – emailed to R7 test contact on Feb 18th • Launch CRR application – go to “View PCRR Nominations” link *If within application already, go to “Nomination” tab • Upload nominations file from step 1 above – enter portfolio name as R7.2 PCRR NOMINATIONS FROM [CRR AH NAME] Market Type -> Allocation Market Term -> Annual Market -> EDS 7.2 Allocation • Save *Note: saving this information automatically submits the nominations to the allocation – no “submit” step needed • End *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 4: Nominations Manager (Page 18) 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 “Nominations”

  7. b. Download PCRR allocation results (eligible NOIEs only) Steps: **Run this test script on 2/21/08 only • Launch CRR application – go to “Download Reports” link *If within application already, go to “Downloads” tab • Download “Market Results” file in either csv or xml. Common -> Market Results Market Type -> AllocationMarket Term -> Annual Market -> EDS 7.2 Allocation Download “Market Results” • Review • 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”

  8. c. Download MCFRI nomination results (McCamey WGRs only) Steps: **Run this test script on 2/21/08 only • Launch CRR application – go to “Download Reports” link *If within application already, go to “Downloads” tab • Download “Market Results” file in either csv or xml Common -> Market Results Market Type -> AllocationMarket Term -> Annual Market -> EDS 7.2 MCFRI Market Download “Market Results” • Review • 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”

  9. 1. Download pre-auction information (OPTIONAL) Steps: **Run this test script on 2/26/08 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 7.2 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. 2. Submit bid portfolio Steps: **Run this test script between00:01AM 2/27/08 – 11:59PM 2/28/08 only • Launch CRR application – go to “View User Messages” link *If within application already, go to “Messages” tab. • Retrieve bid file – look for appropriate CRR Account Holder short name in the title of the file • Go to “Auction Portfolio” tab • Upload bid file from step 1 above – enter portfolio name as R7.2 BIDS FROM [CRR AH NAME] • Select market: “EDS 7.2 Auction” • Save portfolio • Submit portfolio to market (successful when the “remove” link becomes visible) • End *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 3: Auction Portfolio Manager (Page 9) 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 “Auction Portfolios”

  11. 3. Download auction market results Steps: • Launch CRR application – go to “Download Reports” link *If within application already, go to “Downloads” tab • Download “Market Results” file in either csv or xml. Common -> Market Results Market Type -> AuctionMarket Term -> Monthly Market -> EDS 7.2 Auction Download “Market Results” • Review • End – do NOT send 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”

  12. 4. Create a buy/sell bilateral trade posting Steps: • Launch CRR application – go to “View User Messages” link *If within application already, go to “Messages” tab. • Retrieve “r7_2_bilateral_trade_partners” file – find your assigned “bilateral trade partner” • Go to “Bilateral Market” tab • Create a buy bid OR sell offer posting – target to your “bilateral trade partner” • Post bid/offer • End *Guidance material on how to create a buy bid posting (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 8: Bilateral Market (Page 63) 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 “Bilateral Markets”

  13. 5. Accept a buy/sell bilateral trade posting Steps: • Launch CRR application – go to “View Bilateral Market” link *If within application already, go to “Bilateral Market” tab • Accept buy bid OR sell offer posting from your designated “bilateral trade partner” See slide before – step 2 explains where to find “bilateral trade partner” • End *Guidance material on how to create a buy bid posting (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 8: Bilateral Market (Page 63) 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 “Bilateral Markets”

  14. Caveats • On MIS portal, the “Assign ACL to Market” link and certain CRR network model information links are not live for R7.2 (clicking on them will lead to an error page)

  15. 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.

  16. Coming up - R7.3: Unstructured monthly allocation/auction Objective • ERCOT conducts mock monthly allocation (NOIEs submit self-created nominations) • ERCOT conducts mock monthly 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.

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