FCR prequalification design note

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1 FCR prequalification design note Summary This document presents market design evolutions of FCR (previously called primary control service or R1) related to the prequalification processes and data exchange requirements. This note must be considered along with 2 other published design notes: - A FCR technical design note published on 30/06/16 ; - An updated version of FCR settlement design note published on ELIA s website on 23/12/2016. Version V 2.0 Date 23/12/2016 Status Draft Final Document creation and distribution Author Function File location Distribution Thibaut Gérard Market development BE ancillary services Working Group Balancing Related documents FCR technical design note FCR Settlement design note Balancing/Projets-et-Publications/R1-FCR Balancing/Projets-et-Publications/R1-FCR 1

2 Contents 1. Executive summary Context Scope of this document Out of scope Possible hierarchy within a portfolio FCR providing groups FCR group with and without energy limited reservoirs FCR group definition Use of centralized frequency measurements How will the FCR providing group concept be used by ELIA? Principles ruling a portfolio Evolution of FCR groups in time Sizing of FCR groups Prequalification process Step 1 Become a supplier Step 2 Contract signature Step 3 Pool registration and offline checks Step 4 Online check Step 5 prequalification tests What are the 2 prequalification tests required by ELIA? Follow up of real time frequency test How are organized these prequalification tests? Step 6 Test results Evaluation of the synthetic prequalification test For the follow up of real time frequency over 4 hours Measuring equipment s requirements Data exchange detailed requirements Day ahead nominations for CIPU units Day ahead and intraday nomination process (both CIPU & non CIPU) Frequency of FCR nominations Real-time data exchange Power measurements Energy content Delivery signal (CIPU units) Ex-post information Conclusions and next steps

3 1. Executive summary In the continuity of the first deliverable published on Elia s website (FCR technical design note), this note details to which extend a supplier can optimize its portfolio by combining various technologies within a FCR providing group as well as the future evolutions of prequalification and data exchange processes that will enter into force in 2017 in the next contractual (GFA CIPU & non CIPU) update. The FCR providing group concept thereafter FCR group - incentivizes a supplier to split the FCR technical reaction on several delivery points geographically spread on the BE area and therefore favours the integration of new technologies and additional flexibility. Once prequalified as such, ELIA considers the FCR group as one single technical unit in its whole process. For each FCR group aggregated by the supplier, an energy management strategy will be presented and tested during the pre-qualification to guarantee that the 100 % availability requirement can always be respected. All FCR groups are subject to 2 prequalification tests whose objectives are to determine the maximal FCR power that can be delivered by the FCR group while ensuring all technical requirements of FCR product (linear response, reaction time...) are respected. To verify during delivery period the supplier s compliancy with the 100 % availability requirement (by the use of the new availability control presented in the FCR settlement design note), ELIA reinforces data exchange in day-ahead and intraday via a new nomination process. These nominations will be used as input for the triggering of availability test and for the settlement of FCR activation control. A supplier will be able to identify via these intraday nominations which part of his portfolio (which FCR groups) are delivering the FCR contractual obligation; and Elia will use this information for more accurate verification processes. Disclaimer These rules might still evolve in the future due to new requirements imposed by future entry into force of EU guidelines and/or following requirements agreed within the context of regional cooperation for FCR exchange. 3

4 2. Context To integrate new technologies into primary control market, ELIA identified begin 2016 all needed contractual, design and settlement changes. These changes have been prioritized into the roadmap illustrated below and were presented to market parties in Work Group Balancing on 27 th January To detail the needed design evolutions and give enough time to market players to give their feedback on Elia s proposals, Elia decided to split the deliverables of the FCR roadmap s third objective into 3 packages, each one with a specific focus. 1) A FCR technical design note This document was presented for consultation in June 16 and can be found back on Elia s website 2. It gives an overview of the expected evolutions regarding the prequalification, data exchange and product combinability as well as a detailed description of the primary control service and expected technical reaction to frequency deviations. 2) A FCR prequalification design note Next to the FCR technical design note and to answer to a demand from market players, the FCR prequalification note updates and details the principles on prequalification and data exchange introduced in the initial document into a separate deliverable. 1 Slides presented can be found on Group_Balancing/Agenda-ad-hoc-werkgroep-balancing 2 Document is published on : 4

5 This document: Details the possible delivery points combinations within a supplier s portfolio; Explains each step a supplier has to follow to prequalify a FCR providing group for primary control service; Describes the needed data ELIA requests from each supplier in day ahead, real time and ex-post. 3) A FCR settlement design note This note specifies the planned evolutions in current settlement principles and processes. It concerns both availability and activation controls and includes a review of the related penalty mechanisms. The table below summarizes the deliverable s structure and scope. Present document is highlighted in blue. The FCR prequalification and FCR settlement design notes have been developed with strong involvement of all relevant market parties. Elia did organize several public workshops and presented this topic multiple times in the Work Group Balancing. Next to this Elia also organized during November 2016 a consultation on the proposed design. The outcomes of the consultation have been presented in Work Group Balancing on 13 th December and both FCR design documents have been updated accordingly. Based on the feedback received from all stakeholders Elia has published the final design notes end December

6 3. Scope of this document The present document details the future prequalification process and data exchange requirements that will enter into force in the next contractual update (GFA CIPU & GFA non CIPU). It is organized in 3 sections: 1) First section focuses on possible optimization within a supplier s portfolio by combining various technologies within one FCR providing group; 2) Second sections details the new prequalification process and ; 3) Third section details data exchange and tele-measurements requirements. 6

7 4. Out of scope Please note that the evolutions to expect in the availability and activation controls (and their related penalties) are not part of this document as this is the scope of Elia s FCR Settlement design note also available on ELIA s website. Even though Elia s ambition is to arrive to one single FCR Generic Framework Agreement without any distinction between CIPU and non CIPU delivery points, as previously announced in presentation of FCR Roadmap in Work Group Balancing, this evolution is not foreseen for the next contractual release of Q Alternatives to physical and certified measuring equipment on each delivery point participating to FCR (ex: aggregated accuracy requirement on FCR group level, virtual measurements...) is not possible yet for the next contractual release of 1 st may 2017 as this requires a complete review of current settlement processes, tools and principles. Intraday secondary markets (CIPU), day-ahead and intraday secondary markets (non CIPU) are a separate project on which ELIA will propose a market design solution to market players via the Work Group Balancing in Q Extensive comparison of ELIA s FCR design principles with TSOs members of regional auction platform will be covered by a specific consultation organized by ENTSO-e. Disclaimer FCR BE product design will continue to evolve due to imminent entry into force of System Operation Guideline and other FCR related documents currently being drafted at ENTSO-e level (draft of Policy one Operational handbook, update of UCTE agreement...). ELIA will apply principles defined in those documents, even though if it means significant adaptation of BE product design. 7

8 5. Possible hierarchy within a portfolio Before detailing how the new prequalification process is organized; it is important seen Elia s objective introduced in its FCR technical note to authorize the prequalification of an FCR providing group to clarify key principles on possible configurations in a portfolio. In this section, Elia reminds and details the notion of FCR providing group with and without energy limited reservoirs as this is a main element of the new FCR design FCR providing groups A FCR providing group is an aggregation of power generating modules, demand units and/or reserve providing units connected to more than one access point and fulfilling the requirements to provide FCR 3. The notion of FCR group brings additional potential for a supplier as he can combine delivery points from its portfolio (geographically spread on the BE area) that cannot individually comply with all FCR technical requirements. Once prequalified as such, ELIA considers a FCR providing group as one single technical unit. Example A supplier decides to combine a battery (DP1) with a production unit (DP2) and load (DP3) within 1 FCR group to offer to ELIA the FCR 200 mhz reaction: Once prequalified as such, ELIA considers FCR Group 1 as one single technical unit. 3 Definition from System Operation guideline 8

9 FCR group with and without energy limited reservoirs The possibility to split the required FCR technical reaction on individual assets increases FCR product attraction as well as the variety of technologies that can participate. Some of these new technologies face very specific constraints like having limited energy reservoirs (ex: batteries). To respect the 100 % availability requirement (FCR product definition), these assets must always reserve a capacity to the unique purpose of applying an energy management strategy. Example 1 MW battery cannot prequalify 1 MW of FCR volume. An extra capacity must always be foreseen by the supplier so it can be used to charge / discharge the asset and therefore guarantee the 100 % availability requirement while leaving the FCR contracted band at all time available for primary control. As all kind of technologies can be grouped together into one FCR group without restrictions, ELIA will always verify how the 100 % availability requirement is guaranteed by the supplier within the FCR providing group he wants to prequalify. Each provider needs to present for each FCR group a documented energy management strategy. Its feasibility will be verified by ELIA during the prequalification process (see section 6); The provider needs to declare whether its FCR providing group has energy constraints or not; The provider needs to demonstrate that its proposed energy management strategy has no impact on a third party. Depending on the energy management strategy chosen by the supplier, ELIA will determine whether the FCR providing group must be considered with or without energy limited reservoirs. To do so, ELIA applies the following rule: If the energy needed to fulfil the 100 % availability requirement of the concerned FCR service type comes from a source external to the delivery point(s) gathered within the FCR providing group (ex: intraday energy market), the FCR providing group is considered as with energy limited reservoirs. If not (ex: a CCGT is part of the FCR group and can guarantee the 100 % availability criterion), the FCR providing group is considered without energy limited reservoirs. 9

10 Remarks The only differences between FCR groups with and without energy limited reservoirs concern: o The maximal number of time ELIA has the right to trigger an availability test (energy related) and; o the authorized reconstitution period of maximum 2 hours during which FCR groups with limited energy reservoir have the right to interrupt, after a ENTSO-e frequency alert state, the delivery of FCR service and use this time to restore their energy FCR group definition Along with its energy management strategy ELIA requires from a supplier for each FCR group additional information as input for operational and settlement processes. These information s are communicated to ELIA during the prequalification and contain at least the following aspects: Which assets (on which delivery points) are part of the FCR reserve providing group; Where are they situated (behind which access point, TSO or DSO connected, electrical schemes ); Which type of measurement device will be used, where these devices are situated on the electrical grid, meter s certification... What is the potential individual contribution (upwards & downwards) of each delivery point to the FCR prequalified volume of the FCR group. What are the technical characteristics of each delivery point (maximal & minimal offtake...) Use of centralized frequency measurements In application of SO GL article 154.9, ELIA authorizes the use of centralized frequency measurement for FCR groups with a prequalified FCR capacity < 1.5 MW. If a supplier decides to prequalify several FCR groups < 1.5 MW using centralized frequency measurement, a different frequency meter must be used for each concerned FCR group for redundancy reasons. 10

11 For any other FCR group, ELIA requires as per product definition local frequency measurement on each delivery point within that FCR group How will the FCR providing group concept be used by ELIA? Because the notion of FCR providing group is central to the new design rules for prequalification and settlement, this is important to briefly give a transversal overview on how and in which processes it will be used by ELIA. The following graph summarizes each step of the FCR process in which the FCR providing group concept plays a role: 1. Prequalification Before FCR auction, the supplier will prequalify FCR providing groups. Each group will have a maximal FCR volume per service type prequalified. The sum of the FCR volume prequalified on each group of the portfolio gives the supplier s maximal FCR volume. 2. During FCR auction process ELIA will verify whether the FCR volume offered per service type is always inferior or equal to the maximal FCR volume prequalified on supplier s portfolio. 11

12 3. During delivery period The supplier will send to ELIA information on how its FCR obligation is split between FCR providing groups of his portfolio, for each FCR service type won at the auction. This information must be sent in day-ahead and can be updated in intraday. Please note the information exchanged with ELIA in day-ahead and intraday happens at least on the FCR group level but can, for specific portfolio configuration, be requested on the level of delivery point. Intraday nominations on FCR group level will be used as input for the new availability check. Only FCR groups on which a FCR obligation was nominated might be subject to an availability test. Intraday nominations on FCR group level will be used as input for the activation check. In other words, only FCR groups concerned by the analysed frequency deviation and on which a FCR obligation was nominated in intraday will be considered together for the activation control. As immediate consequence of the integration of FCR group concept into the FCR product design and to comply with the requirements of System Operation Guideline, ELIA must reinforce the quality and quantity of information received from the supplier in real-time via the existing Scada connection. Section 8 of this note details Elia s requirements with regards to above mentioned data exchanges Principles ruling a portfolio The following principles are set by ELIA to determine possible combinations of technologies and assets within one FCR providing group. 1. One FCR providing group can be prequalified for different FCR service types. 2. One delivery point can only be used once for the delivery of a specific FCR service type. In other words a delivery point can only be part of different FCR providing groups if each of these groups is prequalified for different FCR service types. 3. CIPU and non CIPU assets cannot be grouped within the same FCR group, as long as both contracts have not been merged (4 th step of ELIA s FCR roadmap). 12

13 The only exemption to this rule concerns CIPU assets that are not prequalified in a FCR CIPU contract and that are used as energy management of non-cipu assets. CIPU asset cannot, in such situation, increase FCR flexibility of the non CIPU FCR group in which it participates. 4. Once a FCR group is prequalified, it cannot be considered as a part of a bigger FCR group. The only exemption to this rule concerns FCR groups using centralized frequency measurements (FCR groups < 1.5 MW). Once prequalified as a FCR group, these can be considered as one virtual delivery point part of a bigger FCR group. Example of principles 1 and 2 A supplier has 1 delivery point DP2 with flexibility of 5 MW of FCR 200 mhz and 3 MW of FCR down. Delivery point 2 can (principle 1) be in FCR providing group 2 and FCR providing group 4, where FCR group 2 is prequalified for FCR 200 mhz and FCR Group 4 is prequalified for FCR Down, as illustrated in the example below: Delivery point 2 cannot (principle 2) be in FCR providing group 2 (prequalified for FCR 200 mhz) and at the same time in FCR providing group 3 (also prequalified for FCR 200 mhz), as illustrated in the example below: 13

14 Example of principle 4 FCR group 1 and FCR group 2 are both using centralized frequency measurements. Once prequalified, they can be considered as virtual delivery points part of a bigger FCR group (FCR group 3, which is prequalified for FCR 200 mhz) (principle 4) Evolution of FCR groups in time The following principles apply for a supplier that wants to add or remove a delivery point to an existing FCR providing group: 5. A supplier can increase the FCR max of an FCR providing group for a service type in 2 different ways: a new prequalification of the complete group including new delivery points can be done or a supplier can only prequalify the additional delivery points whose prequalified volume will be added up to the existing FCR max. 6. If the supplier does not want to increase its FCR max of an FCR providing group but only add extra flexibility to this group, the additional delivery point can be included to the FCR group without specific prequalification ; 7. If an additional delivery point cannot comply alone with prequalification requirements (when delivery point only provides partial FCR reaction), a prequalification must be done on the entire FCR group (including this new delivery point) to increase max FCR of the group. 8. To remove a delivery point from an existing FCR providing group, ELIA will lower the FCR prequalified volume by the contribution of the concerned delivery points. The individual potential contribution (upwards & downwards) of each delivery point to the FCR providing group will be given by the supplier to ELIA during prequalification process as part of the documents needed for a FCR providing group (see section 5.2) If the contribution of a single DP cannot be calculated (when delivery point only provides partial reaction), the supplier will do a new prequalification test on the group to determine the new FCR max. 14

15 The supplier will also confirm to ELIA that the energy management strategy is not altered by the removal of one delivery point. If the energy management strategy is impacted, ELIA can decide to re-prequalify the concerned FCR providing group Sizing of FCR groups 9. The supplier decides how to group delivery points together to build a FCR providing group. However, if individual delivery points part of the FCR group are significant enough (ex: relevant assets or CIPU units), Elia has the right to request additional information specifically related to these units (ex: for congestion and monitoring purposes). 10. For FCR providing groups where maximal prequalified volume of primary control is above 1.5 MW, Elia will require tele-measurements of all individual delivery point composing the FCR providing group. These individual measurements are needed by ELIA to implement a smart monitoring process to trigger an availability test only when necessary and by doing so limiting at its maximum the impact on the supplier. For FCR providing groups where maximal prequalified volume of primary control is below 1.5 MW, the supplier can send to ELIA aggregated measurements (as stated in article of System Operation Guidelines). Nevertheless Elia has always the right to request ex post the individual data from the supplier. 15

16 6. Prequalification process In this section, Elia goes one step further and details the entire prequalification process step by step, using the notions reminded in section 5. The objectives of Elia s prequalification process are to determine supplier s maximal FCR volume per service type and for its entire portfolio while verifying the compliancy with technical and administrative requirements. To comply with article 155 of SO Guideline, all FCR groups including assets already prequalified today for any type of FCR service (CIPU & non CIPU) need to pass the new prequalification process. However, to facilitate the transition towards the new GFA and to limit the number of prequalification tests to organize in April just before the expected entry into force of the new GFA, ELIA foresees a transition period until 1 st September 2017 during which the new prequalification of currently contracted delivery points can be scheduled between ELIA and the supplier. Remark As long as assets have not been prequalified following the new test profile and prequalification process, they cannot be grouped nor used in combination with new delivery points within one FCR group. Each delivery point will be considered as an independent FCR group. The prequalification process consists in 7 steps and can be schematized the following way: 16

17 6.1. Step 1 Become a supplier A candidate Supplier can apply by submitting a completed application form and the required documents to the applicable service to ELIA. The application form can be found on the ELIA website or requested via to contracting_as@elia.be. After submitting an application form, Elia will reply to the Supplier s request at latest 15 days after reception Step 2 Contract signature The signature of the GFA is a pre-condition for the next steps of the prequalification Step 3 Pool registration and offline checks In this step, Elia verifies the contractual requirements on: - The day-ahead nomination file exchange (see chapter 8); - The intraday nomination exchange (see chapter 8); - The accuracy of measurement chain that will be used for the settlement and verification of the service (see chapter 7) as well as relevant documentation and certificates in the case of tele-measurements come directly from supplier s equipment; - The calibration of local frequency measure and the compliancy with frequency meter requirements (see section 7); - FSP / DSO contract if delivery points are located on DSO Grid; - The documentation on how energy management strategy works for the concerned FCR group (see section 5.2) - All related information to FCR providing group as described in section Combinability rules with other product by Elia (ex: ICH, R3 non CIPU...). The possible combinations with other AS products were presented in FCR 17

18 technical design note. These principles are still valid and won t be adapted here. In addition, all needed information (ex: EAN code) to complete Appendix 1 of primary control General Framework Agreement is gathered by ELIA during this step Step 4 Online check Elia will test the supplier s scada connection and make sure: - Requested real time data can be received by ELIA (see chapter 8) ; - Availability test (principles and operational rules applicable to new availability test are described in FCR settlement design note) can be triggered by ELIA and leads to the corresponding activation (MW). The table below gives an overview of signals a FCR supplier should be able to send and receive to be pre-qualified as such. Signal Level Sent by Test request Supplier ELIA This is the test request that ELIA will send to a supplier each time a test should be performed This signal also contain the following information: -FCR providing group(s) concerned; -FCR Service type(s) - Type of test (capacity or energy) When receiving this signal, the supplier should active the full FCR prequalified volume for the given FCR providing group and the given service, following the test profile provided by Elia. Feedback of test request Supplier Supplier Each supplier will return a signal to ELIA so that it can be verified if its test request has been received correctly. The value is the mirror of the received signal. Flag for participating in primary reserve This is a logical signal (0 or 1) that indicates whether the supplier is currently participating in the Primary Control or not. - 0: the delivery point is not participating in the Primary Control. - 1: the delivery point is participating in the Primary Control. Measured Power Measured value of the total power produced/consumed by a delivery point. CIPU units delivery point Supplier Supplier 18

19 The table below gives an overview of test signals that must be parametrized with the supplier to identify an availability test for each FCR group; Type of test FCR service type Code Capacity test R1 200 mhz symmetric Unique identification R1 100 mhz symmetric Unique identification R1 100 mhz upward Unique identification R1 100 mhz downward Unique identification Energy test R1 200 mhz upward Unique identification R1 200 mhz downward Unique identification R1 100 mhz upward Unique identification R1 100 mhz downward Unique identification 6.5. Step 5 prequalification tests As introduced in FCR technical design note, Elia s ambition with its 2 prequalification tests is to verify the following requirements: 1) The linearity of the FCR reaction To verify linearity, ELIA fixes intermediate steps before full delivery. Each step corresponds to a frequency deviation block of 50 mhz and the supplier will each time deliver an additional FCR volume of minimum 90 % for at least 2 minutes before going to the next step. The response time to switch from one step to another is 7.5 seconds (+2 seconds authorized reaction delay). This response time comes directly from rules fixed by ENTSO-e in the System Operation Guideline (art.154) and in Operational Handbook Policy 1 (Appendix 1), whereas linear reaction and response time principle of 15 seconds to frequency deviation of 100 mhz and 30 seconds to frequency deviation of 200 mhz are also fixed. 2) The continuous activation at full capacity over a pre-determined duration. The table below - already presented in FCR technical note - summarizes the minimal duration at full activation applicable to all FCR groups (with / without energy constraint) and depending on FCR product type. 19

20 Differences are justified by definitions of alert state mode proposed in new version of Policy 1. Service type FCR symmetric 200 mhz FCR symmetric 100 mhz FCR asymmetric upward FCR asymmetric downward Frequency Minimal Worst case scenario Total duration deviation of requirement for (energy equivalent tested at full (in mhz, from alert state to full activation) activation: 50 Hz): mode: for normal mode : 200 mhz 15 minutes 10 minutes 25 minutes 100 mhz 15 minutes 15 minutes 30 minutes 200 mhz 15 minutes 10 minutes 25 minutes 200 mhz 15 minutes 10 minutes 25 minutes 3) The reaction time constraint Following Operational Handbook Policy 1 requirement, the supplier must react within the following timing: o o 50 % of contracted reserve must be delivered when frequency deviation reaches 100 mhz within15 seconds and; 100 % of contracted reserve must be delivered when frequency deviation reaches 200 mhz within 30 seconds; 4) The continuous activation while frequency is in normal mode constraint What are the 2 prequalification tests required by ELIA? General principles 11. The 2 prequalification tests defined by ELIA (described below) are applicable for each FCR group requesting a FCR prequalification, independent from its technical characteristics. In other words, Elia does not apply specific additional prequalification test for FCR groups with limited energy reservoirs. 12. For symmetrical products, ELIA will prequalify the FCR group in each direction (upward and downward). 20

21 13. Elia will verify that the proposed and documented energy management strategy (Step 3 of the prequalification process) can be used as proposed and therefore confirm its feasibility. To do so, the supplier will apply it by getting back to its initial energy level (ex: initial state of charge of the battery) after the realization of each part (upward and downward) of the prequalification test profile. Correction of the technical design note In the technical design note, the principle of combined prequalification tests in case of a supplier wants to prequalify a same delivery point for more than one primary control service was introduced. This principle is no longer applicable. A FCR providing group can be prequalified for distinct primary control products without realizing combined prequalification test as this will be verified by the new availability control proposed by ELIA in its FCR settlement design note. Prequalification tests ELIA defines 2 distinct prequalification tests: - The first prequalification test, called synthetic frequency profile, aims at verifying the first 3 objectives mentioned above; - The second prequalification test, called Follow up of real time frequency, aims at verifying the 4 th objective. Remark The test described in FCR technical note as follow up historical frequency deviation has evolved to become the Follow up of real time frequency. 21

22 A. Synthetic frequency profile - FCR 200 mhz The test profiles for symmetrical FCR 200 mhz corresponds to the following, with: 9,5 seconds to deliver the volume of each step of 50 mhz (response time per product definition + 2 seconds authorized delay before starting to react to frequency deviation); 2 minutes of activated FCR volume before going to the next step of 50 mhz. B. Synthetic frequency profile FCR 100 mhz and FCR asymmetric upwards and downwards The test profile for symmetrical FCR 100 mhz corresponds to the following, with: 17 seconds to deliver the volume of each step of 50 mhz (response time per product definition + 2 seconds authorized delay before starting to react to frequency deviation); 2 minutes of activated FCR volume before going to the next step of 50 mhz. The test profiles for asymmetric FCR products are the same than for FCR 100 mhz product and are only applied in the relevant direction. 22

23 Follow up of real time frequency test The supplier will follow the frequency for 4 consecutive hours, as if he was selected for service delivery after an auction. This test will give to ELIA the guarantee that the supplier can cope with the continuous obligation to deliver FCR while frequency remains in normal mode and is only valid for new delivery points (not currently pre-qualified for FCR delivery with CIPU or non CIPU GFA) How are organized these prequalification tests? The supplier takes contact with ELIA and the relevant DSO (if needed) to inform them about his project to prequalify primary control power. Elia, the DSO and the supplier agree on a timing during which the prequalification tests can be organized. Within the agreed timing, Elia will take contact with the supplier to announce the start of the prequalification tests. From then, the supplier will first start following the relevant synthetic frequency profiles detailed above and once this test is over, continue with the real time frequency follow up over a period of 4 hours. Once the tests are over, the Supplier sends all relevant data to ELIA for the result analysis Step 6 Test results Based on the test data, ELIA will determine the maximal FCR volume prequalified for the FCR providing group concerned. To evaluate the success or failure of the test, ELIA will use the following criteria s defined in section and Evaluation of the synthetic prequalification test ELIA will consider tele-measurements on each delivery point part of the FCR providing group requesting prequalification and gathered via the SCADA connection and apply the following rules: 23

24 o o o o The minimal power value at each frequency step of 50 mhz (over a period of 120 seconds) will be taken as reference value for the related step; At least 90 % (tolerance margin of 10 % allowed) of the required FCR capacity must be activated at each step to consider the linearity check valid. 3 seconds margin is allowed in addition to the required activation time presented in section before Elia considers the telemeasurements to determine the minimal value of the step (to cover time-stamp of SCADA transmission data) The lowest result for a specific step (of both upward and downward tests) determines the total prequalified FCR volume. Remark ELIA considers SCADA tele-measurements for the analysis of the test results BUT also requests a report from the supplier proving its ability to react within the required timing, using therefore its local measurements (to avoid time-stamp effect of the scada data transmission) Elia has the right to perform consistency checks between the declared potential contribution (upwards & downwards) and the real contribution during the prequalification test. Example of evaluation of synthetic prequalification test Supplier A wants to prequalify an asset for 10 MW for FCR 100 mhz. Applying the prequalification test profile described above, the supplier need to deliver 5 MW in answer to a frequency deviation of 50 mhz (2 min. long) before supplying additional volume of 5 MW to reach 10 MW. To validate the reaction to the second frequency deviation of 50 mhz and prequalify the entire 10 MW proposed, the supplier needs to deliver at least 4.5 MW (90 % of the expected reaction). 24

25 For the follow up of real time frequency over 4 hours ELIA will monitor the FCR reaction of the FCR providing group doing the prequalification over a period of 4 h. During these 4 hours, the supplier will react to frequency locally measured as if he was selected to deliver the FCR service to ELIA. This specific test only applies to new FCR groups (not prequalified today in FCR CIPU or non CIPU GFAs). During that period, ELIA will analyze each frequency deviation superior to 40 mhz and apply the principles valid for its activation control 4 to confirm that at least the delivered reaction was equal or above the expected (theoretical) reaction. If, following to an activation control, it appears the supplier did not deliver at least the expected FCR reaction then ELIA will lower the maximal FCR value prequalified on the concerned group by a volume corresponding to the difference between expected (theoretical) reaction and lowest FCR delivered. 4 See the related design document FCR settlement design note for more detailed information 25

26 7. Measuring equipment s requirements The following section reminds and details the requirements on tele-measurements and local frequency meters introduced in the technical design note. 14. The supplier must install local frequency meter for each FCR reserve providing unit (i.e per delivery point participating to the FCR service), even though they are part of a FCR providing group. Accuracy of frequency measurements must be better than 10 mhz. A delivery point is participating to FCR service when it provides FCR capacity. In other words, for delivery points used as energy management strategy of another delivery point which has energy limited reservoirs, the supplier must only install a frequency meter for the delivery point with energy constraint that delivers FCR capacity. As introduced in section 5.1.3, if FCR capacity of FCR providing group is < 1.5 MW, the supplier only needs to install 1 frequency meter for the FCR providing group. 15. The set point of frequency is 50,00 Hz. Local frequency meter must be calibrated accordingly during the prequalification process (see section 5). 16. Elia uses its own frequency measurements for its settlement processes. 17. Current accuracy requirements presented in GFA CIPU (class 0.5) and GFA non CIPU (3 %) remain valid. When accuracy is above ELIA s standard (class 0.5), ELIA will reduce the prequalified volume on concerned FCR group by the difference between the lowest accuracy of measuring equipment of the delivery points within the FCR group and ELIA s standard. Remark This rule might still evolve in the future due to new requirements imposed by future entry into force of EU guidelines and/or following requirements agreed within the context of regional cooperation for FCR exchange. 18. Elia accepts the use of the real time measurements available at the delivery point (in other words : behind the access point), coming directly from the Supplier s own measurement devices if its characteristics and physical location respects the standards set by Elia and have been verified and accepted during the prequalification process (at step 3 offline check). 19. ELIA requires a measuring equipment compatible with the above mentioned requirements on each delivery point part of a FCR group, no matter the type of FCR group being prequalified (using centralized or local frequency measurements). 26

27 8. Data exchange detailed requirements The following section gives more precision on ELIA s needed information in dayahead and in real time. These information s are needed to comply with monitoring obligations from System Operation guidelines as well as input for availability test and settlement of activation control, as introduced in section 5.3 (smart testing). As mentioned in the beginning of this document, please be aware that, following the implementation of System operation guideline and other coming European directives (example: IT security and data exchange), the requirements mentioned below may continue to evolve in the future Day ahead nominations for CIPU units Suppliers offering primary control via CIPU units currently nominate in D-1 the volume (in MW) of their primary control obligation that will be delivered on each prequalified CIPU unit. Elia verifies via a transversal process if the supplier respect (on the portfolio level) at minimum its contractual obligation for primary, secondary and tertiary reserves. This information is also used by Elia s dispatching for monitoring. This principle will be maintained for CIPU units. Individual nominations (AS IS situation) are still needed for the transversal reserve check Day ahead and intraday nomination process (both CIPU & non CIPU) As no nomination process exists for non CIPU units, seen the increasing importance of these assets in the participation to FCR and because of increasing monitoring obligations of System Operation Guideline (article 154.8), Elia will implement a nomination process applicable to all suppliers (CIPU & non CIPU) and for which only FCR group level is considered Frequency of FCR nominations ELIA must be informed in day-ahead on how the FCR obligation for each contracted FCR service type is allocated on the supplier s FCR providing groups. 27

28 If needed, this information can be updated in intraday by the supplier, up to 60 minutes before the beginning of first QH concerned by this update. For CIPU units the nomination per FCR group needs to be consistent with nomination per CIPU unit. A FCR nomination is valid for at least 15 minutes or as long as the supplier does not send an updated version. ELIA will consider last valid nomination received as input for: - Its availability control (see FCR settlement design note for additional details); - Its activation control ; where only FCR groups nominated as participating to a FCR service type will be considered (if relevant) for the verification of service delivery. If a supplier does not foresee changes in its FCR allocation, he must not necessarily send new intraday nomination file each QH. A B2C interface will be set up by ELIA as of 1 st may 2017 and for as long as a B2B interface dedicated to automatic intraday nomination exchange has not been implemented (by 1 st january 2018 or the end of transition period at latest). Exact IT specifications and nomination templates to consider for both interfaces will be further detailed in the updated version of FCR GFAs beginning Real-time data exchange Power measurements Today, Elia requires in real-time power measurements of each delivery point with a resolution of max. 2 seconds. As detailed above in this document, ELIA will continue to require real-time tele-measurements for all delivery points part of FCR providing groups as long as the FCR prequalified volume on this group is above 1.5 MW. 28

29 Energy content To comply with specific requirements of System Operation guideline on FCR groups with limited reservoirs, ELIA will request in real time the energy content of the FCR group with limited energy reservoir. Moreover, ELIA has the right to request energy content of assets (ex: batteries) part of a FCR group without energy limited reservoir for monitoring and as input for its smart test triggering principle Delivery signal (CIPU units) Today, CIPU units must send a delivery signal via the SCADA (1-0) announcing if the unit is currently participating to primary control service or not. As this is valuable information for ELIA (monitoring and congestion management), the current process will be maintained Ex-post information For FCR providing groups with FCR maximal volume below 1.5 MW and in application to SO GL requirements ELIA accepts to receive in real-time the aggregated measurements (i.e one measurement for the FCR group). In such situations, ELIA can request ex post (ad-hoc) detailed data for each delivery point part of the FCR providing group to verify the consistency of the aggregation done by the supplier. Elia has also the right to request ex post the contribution per delivery point of FCR providing groups which has delivering FCR obligations. 29

30 9. Conclusions and next steps In the continuity of the first deliverable published on Elia s website (FCR technical design note), this note fixes principles and organizational details of Elia s prequalification procedure as well as measurements and data exchange requirements. Associated with the other two design notes (FCR technical design note and FCR settlement design note), this concludes Elia s objective to adapt FCR product design so the integration of new technologies into BE FCR market becomes possible, as presented in the FCR Roadmap begin 2016 (3 rd work package highlighted in blue below). The FCR design principles described in this document will become applicable by end of April 2017, as soon as the FCR GFA CIPU & non CIPU have been adapted accordingly. Once these rules have entered into force and all required implementations have been realized by all market parties (i.o.w by the end of transition periods) ELIA will continue the implementation of its FCR roadmap (4 th work package illustrated above). 30

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