R7'2: Mock Monthly AllocationAuction Fully Structured Week 3 instructions

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R7.2 Mock Monthly Allocation/Auction(Fully
Structured) Week 3 instructions

• EDS 3 Release 7 (CRR)
• March 3rd, 2008

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Table of contents

• Week 3 auction results/invoices and bilateral
  trades
• Week 3 test scripts (with screenshots!)
• Caveats
• Issue submission
• Coming up R7.3 Unstructured mock monthly
  allocation/auction

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This week auction results/invoices and bilateral
trades
All Initiate and accept bilateral trades
All Download auction results invoice (?)
R7.2 Conclusion
Overview of week activities demo
3. Download auction market results 4. Create a
sell/buy bilateral trade posting 5. Accept a
sell/buy bilateral trade posting
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3. Download auction market results and auction
invoices

• 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 -gt Market Results
• Market Type -gt AuctionMarket Term -gt Monthly
• Market -gt EDS 7.2 Auction
• Download Market Results
• Review (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/in
dex.html Under Release 7 CRR click on
crr_market_user_interface_user_manual_v1_0 Sect
ion 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
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3. screenshot how to download market results
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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 find
  your assigned bilateral trade partner from eds3
  website http//nodal.ercot.com/readiness/eds3/docu
  ments/index.html
• Go to Bilateral Market tab
• Create a buy bid OR sell offer posting target
  to your bilateral trade partner

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 Sect
ion 8 Bilateral Market (Page 63) CRR UI Training
material Go to https//www.ercottraining.com S
ign in (or register if not already) and go to
CRR User Interface Training View demo on
Bilateral Markets
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4. screenshot how to create bilateral trade
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4. screenshot how to create bilateral trade
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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 test script 4, step 2 to find bilateral
  trade partner

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 Sect
ion 8 Bilateral Market (Page 63) CRR UI Training
material Go to https//www.ercottraining.com S
ign in (or register if not already) and go to
CRR User Interface Training View demo on
Bilateral Markets
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4. screenshot how to accept bilateral trade
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Caveats

• The application currently is not able to properly
  run a market for April 2008. The vendor has been
  notified that this is a very high priority
  problem and is working on a resolution.
• 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)
• The 404 error (e.g. when saving the auction
  portfolio) still exists as a known defect

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Issue submission

• If any issues arise during R7, please send email
  to crrinfo_at_ercot.com with 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.

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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.