elering-10

Manage flexibility activations

1. Description of the Use Case

1.1. Name of the Use Case

IDArea /Domain(s)/Zone(s)Name of the Use Case
1Market for flexibilities, Operational planning and forecasting, Services related to end customers,elering-10

1.2. Version Management

Version No.DateName of author(s)ChangesApproval status
12018-04-17T00:00:00Olivia Alonso Garcia (REE),
22018-06-22T00:00:00Ricardo Jover (EDF), Eric Suignard (EDF),
32018-07-30T00:00:00Eric Suignard (EDF),
42018-08-02T00:00:00Eric Suignard (EDF),
52018-09-21T00:00:00Eric Suignard (EDF), Ricardo Jover (EDF),Remarks from Innogy and EirGrid.
62018-10-04T00:00:00Eric Suignard (EDF),Version post WP5&9 physical meeting in Tallinn
72018-10-17T00:00:00Eric Suignard (EDF),Version reviewed by WP5&9 partners
82018-10-30T00:00:00Eric Suignard (EDF),Description of Grid data
92019-05-07T00:00:00Eric Suignard (EDF),WP6-7-8 demos alignment and miscellaneous changes
102019-06-05T00:00:00Ricardo Jover (EDF), Eric Suignard (EDF),Changes following WP5&9 workshop in Chatou
112019-06-13T00:00:00Eric Suignard (EDF),Elering review
122019-08-22T00:00:00Eric Suignard (EDF), Wiebke Albers (innogy),Partial convergence on Grid Validation System usage
132020-06-16T00:00:00Eric Suignard (EDF),innogy’s and Elering’s review

1.3. Scope and Objectives of Use Case

ScopeDeveloping generic case describing the data exchange for the process of flexibility activation.
Objective(s)Make data exchange for activation of flexibilities effective and reliable.
Related business case(s)

1.4. Narrative of Use Case

Short description

Description of the needed data exchange for the selection (taking into account any grid limitations) and initiation of activation of flexibilities bids that previously have been sent to the Flexibility Platform. Delivery of notification of activation requests to the Flexibility Service Providers (FSPs), in a reliable and timely manner according to the relevant terms and conditions applicable to FSPs.
According to EU-SysFlex WP3 suggestion, the function of grid impact assessment and hosting of Grid Validation System could be taken over by Optimisation Operator role from the Primary and Secondary System Operator roles.

Complete description

1.5. Key Performance Indicatiors (KPI)

IDNameDescriptionReference to mentioned use case objectives

1.6. Use case conditions

Assumptions
Data exchange occurs as a result of business processes. The method of implementing business processes depends on the architecture of the flexibility services markets
Prerequisites
FSPs have been prequalified and have submitted bids.

1.7. Further information to the use case for classification/mapping

Relation to other use cases
Level of depth
Prioritisation
Generic, regional or national relation
Nature of the use cases
SUC
Further keywords for classification

1.8. General remarks

General remarks

2. Diagrams of Use Case

Manage flexibility activations - overview Manage flexibility activations - scenarios flowchart

3. Technical Details

3.1. Actors

Actor NameActor TypeActor DescriptionFurther information specific to this Use Case
Secondary System OperatorBusinessOperates the power grid on which a flexibility service unit is connected or this unit may otherwise impact its grid. Assesses the impact on its network of the flexibility to be procured because the activation of such flexibility may potentially cause congestion in its grid.
Flexibility Service ProviderBusinessCan be a Distribution Network Flexibility Provider or a Transmission Network Flexibility Provider (cf. definitions in T3.3 deliverable).
Similar to Flexibility Aggregator. Can be both aggregator and individual consumer/generator. Type of Energy Service Provider.
Primary System OperatorBusinessInitiates the call for tenders and initiates the activation of a flexibility. It also can operate the power grid on which a flexibility service unit is connected or this unit may otherwise impact its grid. In this case, it assesses the impact on its network of the flexibility to be procured because the activation of such flexibility may potentially cause congestion in its grid.
Data Exchange PlatformSystemData exchange platform (DEP) is a communication platform the basic functionality of which is to secure data transfer (routing) from data providers (e.g. data hubs, flexibility service providers, TSOs, DSOs) to the data users (e.g. TSOs, DSOs, consumers, suppliers, energy service providers). DEP stores data related to its services (e.g. cryptographic hash of the data requested). The DEP does not store core energy data (e.g. meter data, grid data, market data) while these data can be stored by data hubs. Several DEPs may exist in different countries and inside one country.
Flexibility PlatformSystemFlexibility Platform (FP) for System Operators and Flexibility Service Providers that enables the trading of different flexibility products and services. A FP is operated by a Market Operator.

Available to System Operators and Flexibility Services Providers. It is used to support the prequalification, the bidding, the activation and the verification processes, ensuring coordination between activities undertaken by several operators using the same flexible resources. Several national and regional FPs may exist.
Grid Validation SystemSystemSystem hosted by Optimisation Operators and used for the power grid congestion assessment, including grid validation if activation will cause congestion.
Optimisation OperatorBusinessOptimise and select the bids, where relevant in combination with switching measures; clear the market for auctions or select individual bids in the order book organised by the MO taking into account the grid data (constraints and sensitivities/topology if needed) provided by DS_O and TS_O ; communicate results (rewarded offers and prices) to the MO. The OO role can be carried out by a system operator, market operator or a third party. (cf. definition in T3.2 deliverable)
DEP OperatorBusinessData exchange platform operator owns and operates a communication system which basic functionality is data transfer.

3.2. References

No.References TypeReferenceStatusImpact on Use CaseOrganistaor / OrganisationLink

4. Step by Step Analysis of Use Case

4.1. Overview of Scenarios

No.Scenario NameScenario DescriptionPrimary ActorTriggering EventPre-ConditionPost-Condition
1Manage flexibility activation

Notes

4.2. Steps – Scenarios

Scenario Name:
Manage flexibility activation
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
1.1Request flexibility activationPrimary System Operator initiates flexibility activation on Flexibility Platform which selects bids considering the amounts of energy/capacity needed, maximum price and grid impact analysis results from SO - limitation and sensitivities where applicable (e.g. congestion management call for tender)
Modsarus Use Case::InstanceName=Flexibility Activation Request
Modsarus Use Case::InstanceDescription=
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1.2Request flexibility activationPrimary System Operator initiates flexibility activation on Flexibility Platform which selects bids considering the amounts of energy/capacity needed, maximum price and grid impact analysis results from SO - limitation and sensitivities where applicable (e.g. congestion management call for tender)
Modsarus Use Case::InstanceName=Flexibility potential
Modsarus Use Case::InstanceDescription=
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1.3Forward request for flexibility activationDEP forwards request to FP.
Modsarus Use Case::InstanceName=Flexibility Activation Request
Modsarus Use Case::InstanceDescription=
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1.4Register request for flexibility activationFP registers the request.
Modsarus Use Case::InstanceName=Flexibility Activation Request
Modsarus Use Case::InstanceDescription=
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1.5Send necessary information for grid impact assessmentFlexibility Platform sends required level of information necessary for grid impact assessment to Secondary System Operators concerned via DEP. This concerns bids to be activated.
Modsarus Use Case::InstanceName=Flexibility Activation Request
Modsarus Use Case::InstanceDescription=
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1.6Forward necessary information for grid impact assessmentDEP forwards information to Secondary System Operator
Modsarus Use Case::InstanceName=Flexibility Activation Request
Modsarus Use Case::InstanceDescription=
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1.7Assess secondary grid impactSecondary System Operator assesses the impact of flexibility activations in its grid in order to avoid congestions due to these activations.
Secondary System Operator provides the results of grid impact assessment to the Flexibility Platform setting restrictions – if necessary - on the activation of flexibilities which would cause congestion in other grids.
Modsarus Use Case::InstanceName=Results of grid validation
Modsarus Use Case::InstanceDescription=
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1.8Forward results of secondary grid impact assessmentDEP forwards results to Flexibility Platform
Modsarus Use Case::InstanceName=Results of grid validation
Modsarus Use Case::InstanceDescription=
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1.9Collect the result of the grid impact assessment of SSOFlexibility Platform collects the results of grid impact assessment to see if activations would cause further imbalance or congestions and therefore counter actions would be needed. Counter actions are an inherent part of this step (frequency products do not need counteractions, redispatch is per definition an energy balance neutral measure - the increased and decreased energy of a measure is always equal).908bfa7a-c616-4b2b-a712-04aac115429bc834d26a-4514-4c9b-86f6-b12cd9ec9e7c
1.10Select next set of bids based on the merit order principle
Modsarus Use Case::InstanceName=Flexibility Bid
Modsarus Use Case::InstanceDescription=
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1.11Forward request for counter action
Modsarus Use Case::InstanceName=Counter Action
Modsarus Use Case::InstanceDescription=
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1.12Take a counter actionThe flexibility service in the opposite direction should be activated to balance the system. As TSO is responsible for balancing, we can assume it is TSO’s responsibility to initiate the counteraction (it is assumed that TSO is the Primary System Operator in this use case). In case a counter action is not possible (e.g. due to lack of time if it is happening close to real-time), emergency plan (not defined yet) is activated. Alternatively, this activity could be automatic action in the Flexibility Platform without direct involvement of System Operator, but only after the check of the technical limits of the network involved.
Modsarus Use Case::InstanceName=Counter Action
Modsarus Use Case::InstanceDescription=
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1.13Forward request for activation
Modsarus Use Case::InstanceName=Flexibility Activation Request
Modsarus Use Case::InstanceDescription=
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1.14Register request for activation908bfa7a-c616-4b2b-a712-04aac115429b4c275fe9-7bd5-4a43-bccb-e8541ffa25a3 d1ef6b9b-72a4-49e7-be5d-62693dd1cb2b
1.15Activate bids (Operational)
Modsarus Use Case::InstanceName=Activated Flexibility
Modsarus Use Case::InstanceDescription=
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1.16Activate bids (Operational)
Modsarus Use Case::InstanceName=Flexibility Bid
Modsarus Use Case::InstanceDescription=
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1.17Forward activation confirmation
Modsarus Use Case::InstanceName=Activated Flexibility
Modsarus Use Case::InstanceDescription=
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1.18Register activation confirmationFlexibility Platform receives and registers confirmations from Flexibility Service Providers in order to make sure that they actually received the requests for activation. This step does not include the verifications aspects of activations (see "Verify and settle activated flexibilities" SUC for activation verification).
Modsarus Use Case::InstanceName=Activated Flexibility
Modsarus Use Case::InstanceDescription=
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5. Information Exchanged

Information exchanged IDName of InformationDescription of Information ExchangedRequirement
2e7a4bcd-e349-48b9-9cb0-c0e68567a37fFlexibility Activation Request—-
ec556f1b-8608-4de1-ab7c-a7e614f2bc37Flexibility Potential—-
1d84924c-81aa-4e8a-b1b4-0a5be6a8b488Congestion MatrixCongestion matrices are provided by System Operators and stored in Flexibility Platforms. It consists in a matrix based on grid models. Flexibility bids are inserted into the matrix, in order to check whether congestions would occur.—-
bb2896bc-89a8-400e-99c4-c560a72ebe7fFlexibility Bid—-
aa909516-40bc-4852-94aa-753657714401Counter Action—-
6bc23364-c3c2-4760-8065-7fba38f1d821Activated Flexibility—-

6. Requirements (optional)

Category IdentifierNameDescriptionmRID
Cat1Task 5.3Requirements integrated from Task 5.3.1880e39c-7084-4785-8c02-297057abe312
IdentifierNameDescriptionmRID
Req1FA-REQ2Exchange of activation requests through DEP and flexibility platform4c275fe9-7bd5-4a43-bccb-e8541ffa25a3
Req2FA-REQ1Automated activation of devices is possibled1ef6b9b-72a4-49e7-be5d-62693dd1cb2b
Category IdentifierNameDescriptionmRID
Cat2FunctionalFunctional requirements59e7899c-d9ee-4534-81a6-81b37dce5e81
IdentifierNameDescriptionmRID
Req3PSOs can take over the selection of bids and select the bids themselves in emergency situationsFlexibility bids are selected by Flexibility Platforms on a merit order basis and with several criteria. Different criteria should be considered (e.g. price, social economic value, location).<br/>However, in some cases, this may not be feasible. This situation can occur for congestion management or frequency control, when flexibility needs are too close to real time (emergency situations).c834d26a-4514-4c9b-86f6-b12cd9ec9e7c
Req4TSO-DSO coordination in flexibility optimisationFlexibilities must be studied and validated by TSOs and DSOs in a coordinated manner before activation requests can be submitted to Flexibility Service Providers.ce682e61-249f-4c7b-bd9b-d14efdbb7bd0

7. Common Terms and Definitions

8. Custom Information (optional)

KeyValueRefers to Section