Power Contracts Bulletin Board Training
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Agenda
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Introduction
Bulletin Board Access
Postings
Bulletin Board Support Resources
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Introduction
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Agenda: Introduction
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Summary of Bulletin Board Functionality
Sponsored by IRC
PJM‟s role as Bulletin Board Administrator
Disclaimer
Bulletin Board Location and Access
Types of Bulletin Board users
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Summary of Bulletin Board Functionality
• The Power Contracts Bulletin Board allows participants to
view, post, update and delete requests to buy or offers to
sell power
• Postings can be viewed by the public
• Users may post bids or offers for contracts of any duration
• Bids and Offers for put or call options can be posted
• Final terms of agreed upon contracts will not be posted to
the Bulletin Board
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Sponsored by the IRC
• The Power Contracts Bulletin Board is sponsored by the
ISO/RTO Council (IRC) to provide users with access to a
larger pool of buyers and sellers of contracts for electric
power
• The application supports the FERC‟s desire to encourage
long-term contracting, as specified in FERC Order 719
• The Bulletin Board is being administered by PJM
• PJM membership is not required for Bulletin Board access
and participation
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PJM’s Role as Bulletin Board Administrator
PJM‟s relationship to the Power Contracts Bulletin Board is
that of Administrator
• The purpose of the Bulletin Board functionality is to facilitate
power contracting activity
• Contracts posted to the Bulletin Board will not be settled via
PJM billing
• All trading communication that occurs as a result of postings
occurs independently of PJM after the initial contact
• PJM is not responsible for the content of the bids and offers
posted on the Bulletin Board
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Disclaimer
Disclaimer:
Offers or bids posted on this bulletin board do not represent binding
obligations on bidders and offerors until said entities enter into a
bilateral agreement for the same outside of the realm of the bulletin
board. PJM and the IRC are not responsible for any content posted by
users of the bulletin board, nor do they provide any representation or
warranty regarding such content. PJM and the IRC do not endorse any
specific vendor, or vendor posting. PJM and the IRC are not a party to
any contracts that result from postings on this bulletin board and such
contracts will not be settled via ISO/RTO settlements.
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Bulletin Board Location and Access
• Located in eSuite, PJM‟s suite of internet business tools
• Bulletin board access will be granted to all current PJM
member companies
• No PJM eSuite account is necessary to view postings
• Bulletin board guest log in is available
• Individual users must establish an eSuite account to
submit postings or respond to postings using embedded
email functionality
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Types of Bulletin Board Users
• Guest User
• Access to view postings (View Postings page)
• Read Only User
• Access to view postings (View Postings page)
• Access to all postings created by users assigned to the company to
which the user account is assigned (My Postings page)
• E-mail functionality activated
• Restricted from submitting or updating postings
• Read/Write User
• Access to View Postings and My Postings pages
• E-mail functionality activated
• Access to submit and/or update postings (New Postings page)
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Bulletin Board Authorizations
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Agenda: Bulletin Board Access
• Guest User Access
• Read Only and Read/Write Access
– Company authorizations & forms for PJM Member Companies
– Company authorizations & forms for Non-PJM Member
Companies
– New user registration process
– Adding Bulletin Board access to current eSuite user accounts
– Logging into the Bulletin Board
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Guest User Access
(no authorization required)
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Navigating to Bulletin Board
Navigate internet browser to the PJM home page: www.pjm.com
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Guest User Log In
Selecting „Guest‟ will take the user directly to the View Postings screen
(no credentials or authorization forms necessary)
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Read Only & Read/Write Users:
Company authorizations & forms for
PJM Member Companies
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Bulletin Board Company Authorizations
• PJM Member Companies who currently have
authorization to use eSuite will have grandfathered
authorization to use the Bulletin Board
• Each member company will be responsible for registering
individual Bulletin Board users via the eSuite registration process
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Business Tool Authorization Form
• New PJM market participants requesting Bulletin Board
access are required to complete: Authorization Forms
for PJM Interconnection Business Tools
• CAM Authorization Form A
•
http://www.pjm.com/about-pjm/member-services/~/media/about-pjm/memberservices/membership-assistant/authorizationform.ashx
• CAM Authorization Form B
•
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http://www.pjm.com/about-pjm/member-services/~/media/about-pjm/memberservices/membership-assistant/customer-account-manager-designationform.ashx
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CAM Authorization Form A
Form A required only once
at the start up of the
company‟s primary account.
Designates the company officer
with authority to designate the
Customer Account Managers
(CAMs) for their company‟s eTool
accounts.
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CAM Authorization Form B
Form B required for:
• Designating personnel
in your company as a
Customer Account
Manager (CAM)
• Each subsequent
update or request
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Business Tool Authorization Form Submittal
• Completed form can be faxed for timely processing to:
610-666-4612
• Original, signed authorization form must be mailed
to PJM:
• Business Tool Administrator (WMJ)
955 Jefferson Ave.
Valley Forge Corporate Center
Norristown, PA 19403
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Registering Bulletin Board Users
• Company applying for eTool/Bulletin Board
access will be notified by email of approval and
completion of account set-up.
• After account set-up is complete, online
registration of individual users can begin
• Registration process facilitated by eSuite
• https://esuite.pjm.com
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Read Only & Read/Write Users:
Company authorizations & forms for
Non-PJM Member Companies
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Bulletin Board Company Authorizations
• Non-PJM Members requesting Bulletin Board access are
required to complete: Authorization Forms for PJM
Interconnection Business Tools
• Each user company must complete Customer Account Manager
(CAM) form A-1 once
• CAM Authorization Form A-1:
http://www.pjm.com/about-pjm/member-services/~/media/about-pjm/memberservices/membership-assistant/authorizationform-a-1.ashx
• CAM form B must be completed for each account manager that
is designated by the company
• CAM Authorization Form B:
http://www.pjm.com/about-pjm/member-services/~/media/about-pjm/memberservices/membership-assistant/customer-account-manager-designationform.ashx
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CAM Authorization Form A-1
Form A-1 required for:
• Non-PJM Members
requesting Bulletin
Board access
• One-time submission
to PJM
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CAM Authorization Form B
Form B required for:
• Designating personnel
in your company as a
Customer Account
Manager (CAM)
• Each subsequent
update or request
Check only Power Contracts Bulletin Board. Access to other applications is restricted to PJM members.
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Select Startup eTools. In all other sections, fill out information that is shaded in gray.
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Business Tool Authorization Form Submittal
• Completed form can be faxed for timely processing to:
610-666-4612
• Original, signed authorization form must be mailed
to PJM:
• Business Tool Administrator (WMJ)
955 Jefferson Ave.
Valley Forge Corporate Center
Norristown, PA 19403
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Registering Bulletin Board Users
• Company applying for Bulletin Board access will
be notified by email of approval and completion
of account set-up.
• After account set-up is complete, online
registration of individual users can begin
• Registration process facilitated by eSuite
• https://esuite.pjm.com
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Summary of Bulletin Board Authorization Process
No Account
Setup Needed
Grandfathered
Access
Yes
Guest User?
Yes
No
PJM Member
Company?
No
Existing
Member?
Yes
No additional forms
required
No
Fill Out:
CAM Form A
CAM Form B
Fill Out:
CAM form A-1
CAM form B
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Read Only & Read/Write Users:
New User Registration Process
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New User Registration Process
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New User Registration Process
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Select Your Company
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Enter Your Personal Information
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Enter Login Information and Privileges
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Read Only and Read/Write
access is available for the
Bulletin Board
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Verify Your Registration Information
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Your Privileges Request
• After submitting your request to be an Bulletin
Board user in the CAM application, your
company CAM will review your request and
either grant or deny permissions requested.
• An e-mail will be received with status of the
request.
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Read Only & Read/Write Users:
Adding Bulletin Board access to
current eSuite user accounts
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Registering Current eSuite Users for the
Bulletin Board
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Add New Bulletin Board Privilege
BBoard User
Test
User
123-456-7890
[email protected]
2
1
3
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Your Privileges Request
• After submitting your request to be an Bulletin
Board user in the CAM application, your
company CAM will review your request and
either grant or deny permissions requested.
• An e-mail will be received with status of the
request.
• Bulletin Board access is available with the
“Read Only” and “Read/Write” privileges.
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Read Only & Read/Write Users:
Logging into the Bulletin Board
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Navigating to Bulletin Board
Navigate internet browser to the PJM home page: www.pjm.com
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Read Only & Read/Write Login
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eSuite Login Screen
Enter your User Name
and Password
The Bulletin Board uses
common PJM Hardware/
Software Configurations
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Postings
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Agenda: Postings
• What information is included in a posting?
• Bulletin Board Pages:
• View Postings
• My Postings
• New Postings
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What information is included in a posting?
Data
Definition
Posting Contact Information
Name, Company Name, Email, Phone, Fax
Product
Pre-populated list : Energy, Capacity, Ancillary Services
Start Date & End Date
Dates expressed as MM/DD/YYYY
Posting Type
Pre-populated list: Buy (request to buy), Sell (offer to sell)
MW
MW desired or offered
Peak Type
Pre-populated list: 24 hour, On peak, Off peak, Other
Price
Price sought or offered – optional
ISO/RTO
Pre-populated list of ISOs and RTOs; indicates the ISO/RTO with
which the energy is associated
Location
Delivery or source location – free form field
Option Type
Put, Call or N/A
Fuel Type
Pre-populated list of fuel types, including „Unspecified‟ and „Other‟
Environmental Attributes Included
Yes or No – indicates whether or not Renewable Energy Certificates
or other environmental attributes may accompany the energy
Posting Expiration Date
Date on which the posting will expire and no longer be available for
public viewing. Max 4 months from posting date.
Additional Comments
Other applicable terms or requests – free form field
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Bulletin Board Pages
• View Postings
• This page allows users to view all current postings
• My Postings
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This page allows users to view all current and/or expired
postings submitted by the company to which the customer
account logged into the Bulletin Board is assigned
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Users can select postings to update / copy from this page
• New Postings
• This page allows users to create and submit new postings
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Bulletin Board Pages: View Postings
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Each column can be sorted in ascending or descending order by clicking on the arrow
Email functionality is only available to authenticated users (not Guest users)
“Export List” creates an excel file (.csv) with all of the data in the filtered list displayed
Data can be filtered by any pre-populated field; users should hit “Refresh” after changing
filters in order to display filtered data
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Bulletin Board Pages: View Postings (continued)
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When creating a New Posting, users can select:
– When this is selected, the Company Name and Contact information will
display as “Undisclosed”
– If this is not selected, Company Name and Contact Information will be
displayed to all users
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E-mail Functionality
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Email functionality allows user to contact the owner of a posting that appears on the Bulletin Board
Clicking on the envelope icon will open a new window: “E-mail Posting Contact”
The following fields will be pre-populated:
• To, Subject, Your Company
• The “To” field will always be populated with “Posting Contact” even when the contact information has
been disclosed
The following fields are editable:
• Your Name, Your e-mail address, Your phone number, Message
Required fields are denoted with: *
The user initiating the email will receive a copy of the message
Contact information provided will be populated in the footer of the email
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Bulletin Board Pages: My Postings
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My Postings page is only available to authenticated users (not Guest users)
All postings created by users assigned to the company to which the customer account
logged into the Bulletin Board is assigned will be displayed
Data can be filtered by any pre-populated field; users should hit “Refresh” after changing
filters in order to display filtered data
Clicking on the Power Contracts Bulletin Board logo will transfer the user to the View
Postings Page
Clicking on the IRC logo will transfer the user to the IRC web page
Contact information that is masked on the „View Postings‟ page will not be masked on
the „My Postings‟ page
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Bulletin Board Pages: My Postings (continued)
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Selecting “Update Posting” will open a new window with data relevant to the selected
posting
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Any changes made will update the existing posting upon submission
Any update to the posting automatically updates the expiration date of the posting to be 4
months from current date, unless a different expiration date is specified
If no data is updated and users selects “submit posting” the expiration date will still be
updated to be 4 months from current date
Company Name and Posting ID cannot be updated
“Export List” creates an excel file (.csv) with all of the data in the filtered list displayed
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Bulletin Board Pages: My Postings (continued)
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Selecting “Copy Posting” will open a new window with a copy of all of the
data that was entered for the selected posting
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This allows the user to create a new posting based on data entered for an existing posting
This process creates a new posting and a new Posting ID will be assigned to this item
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Bulletin Board Pages: My Postings (continued)
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Selecting “Expire Posting” will open a pop-up message confirming that the user would like
to expire the selected posting effective immediately:
• Expiring a posting deletes the posting from the View
Postings list available to all users
• Users can still view Expired posting if they alter the
“Posting Expiration:” filter to “Expired Postings Only” or
“All Postings”
• Expired postings can be made current again by updating the expiration date through use
of the Update Posting functionality
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Bulletin Board Pages: New Postings
• Select the „New Postings‟ tab to create a new item
• A new window will open which will allow users to create a new
posting
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Bulletin Board Pages: New Postings (continued)
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Required fields are denoted with: *
Company Name will be pre-populated based on the user account logged into the application
and is not an editable field
User contact information will also be pre-populated based on the user account, but this
information can be edited
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Bulletin Board Pages: New Postings (continued)
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When “Mask company & contact information on posting” is checked, the Company Name and Contact
information will display as “Undisclosed” on the View Postings page
Posting Expiration Date will automatically be populated with a date that is 4 months from the current
date, but may be changed to an earlier date
Posting ID is provided after submission
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Bulletin Board
Support Resources
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Bulletin Board Support Resources
For questions regarding the functionality of the Bulletin
Board, please contact:
• Bulletin Board Support: [email protected]
• PJM Customer Service: 866-400-8980 / [email protected]
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