elering-12

Manage flexibility bids

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,elering-12

1.2. Version Management

Version No.DateName of author(s)ChangesApproval status
12018-04-02T00:00:00Wojciech Lubczynski (PSE),
22018-05-07T00:00:00Kalle Kukk (Elering), Ricardo Jover (EDF), Eric Suignard (EDF),
32018-05-11T00:00:00Graham Oakes (Upside), Mitchell Curtis (Upside),
42018-05-17T00:00:00Ricardo Jover (EDF), Eric Suignard (EDF),
52018-05-28T00:00:00Kalle Kukk (Elering), Karin Lehtmets (Elering), Wojciech Lubczynski (PSE), Graham Oakes (Upside), Mitchell Curtis (Upside), Przemyslaw Kacprzak (PSE),
62018-06-04T00:00:00Ricardo Jover (EDF), Eric Suignard (EDF),
72018-06-21T00:00:00Ricardo Jover (EDF), Eric Suignard (EDF),
82018-07-30T00:00:00Eric Suignard (EDF),
92018-08-02T00:00:00Eric Suignard (EDF),
102018-09-21T00:00:00Eric Suignard (EDF), Ricardo Jover (EDF),Remarks from Innogy and Elering.
112018-10-04T00:00:00Eric Suignard (EDF),Version post WP5&9 physical meeting in Tallinn
122018-10-17T00:00:00Eric Suignard (EDF),Version reviewed by WP5&9 partners
132018-10-30T00:00:00Eric Suignard (EDF),Description of Grid data
142019-05-07T00:00:00Eric Suignard (EDF),WP6-7-8 demos alignment and miscellaneous changes
152019-06-05T00:00:00Ricardo Jover (EDF), Eric Suignard (EDF),Changes following WP5&9 workshop in Chatou
162019-07-04T00:00:00Eric Suignard (EDF),Elering review
172019-08-22T00:00:00Eric Suignard (EDF), Wiebke Albers (innogy),Partial convergence on Grid Validation System usage
182020-06-16T00:00:00Eric Suignard (EDF),innogy’s and Elering’s review

1.3. Scope and Objectives of Use Case

ScopeDescribing the pre-qualification and bidding processes on the flexibility services market and defining required data flow to support management of pre-qualification of Flexibility Service Providers and management of flexibility bids.
Objective(s)Explanation regarding the exchange of information supporting the pre-qualification and bidding processes in the Flexibility Services Market.
Related business case(s)

1.4. Narrative of Use Case

Short description

The use case describes the process of pre-qualification of the Flexibility Service Providers (aggregators and individual consumption, generation and storage units) and the bidding process ending with the merit order of flexibility bids, which will then be activated by the Primary System Operator (see separate system use case for flexibility activation). Implementation of these processes takes place on the Flexibility Platform (flexibility register), which gathers flexibility needs provided by System Operators as well as flexibility potentials, and registers flexibility bids provided by Flexibility Service Providers.
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 market
Prerequisites
The entry barrier for Flexibility Service Providers should be as low as possible

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 bids - overview Manage flexibility bids - scenarios flowchart

3. Technical Details

3.1. Actors

Actor NameActor TypeActor DescriptionFurther information specific to this Use Case
Market OperatorBusinessA market operator is a party that provides a service whereby the offers to sell electricity are matched with bids to buy electricity (cf. ENTSOE-EFET-ebIX harmonized role model 2019).
In EU-SysFlex project, a market operator not only trades electricity but also flexibility services.
Organize auctions (continuous auctions, discrete auctions, calls for tender) between buyers and sellers of electricity-related products in the markets, and more generally publish the corresponding prices, for assets connected to power grid.
Manage/operate the platform for trading (where bids and offers are collected).
Clear the market and communicate results.
(cf. definition in T3.3 deliverable)
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.
System OperatorBusinessSystem Operator means a natural or legal person responsible for operating, ensuring the maintenance of and, if necessary, developing the system in a given area and, where applicable, its interconnections with other systems, and for ensuring the long-term ability of the system to meet reasonable demands for the distribution or transmission of electricity (cf. ENTSOE-EFET-ebIX harmonized role model 2019).
Can be:
  • A Transmission System Operator (cf. definition in T3.3 deliverable), for frequency control, congestion management and voltage control on transmission network,
  • A Distribution System Operator (cf. definition in T3.3 deliverable), for congestion management and voltage control on distribution network.

NB: In some countries (e.g. Germany and Poland), the high voltage network is part of the distribution grid and in other countries (e. g. France and Italy) the high voltage network is part of the transmission grid.

A System Operator can be:
  • A Primary System Operator,
  • A Secondary System Operator.
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.
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
1Prequalification of the Flexibility Service Providers and their flexibilitiesPrequalification of both Flexibility Service Providers themselves and the technical feasibility of the flexibility (‘product prequalification’) as well as the assessment if the flexibilities can cause congestions in the grid (‘grid prequalification’).
2Bidding processThe Flexibility Platform should allow many parallel calls for tender in which n Flexibility Service Providers offer flexibilities for m flexibility products, previously defined with System Operators and possibly standardized, and, on the buyers' side, there are x System Operators looking for the cheapest products.
This means that it may happen that more than one System Operator will be willing to buy same flexibility. It may also mean that it is not necessarily the cheapest flexibility which would bring highest socio-economic value.
System Operators mutually coordinate the flexibility buying before the final selection of bids. The Flexibility Platform should therefore have an arbitration mechanism that indicates the System Operator to whom the flexibility will be allocated. This mechanism should take into account the maximum global benefit. This coordination It is out of the scope of this use case .

Notes

4.2. Steps – Scenarios

Scenario Name:
Prequalification of the Flexibility Service Providers and their flexibilities
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
1.1Publish flexibility needEach System Operator defines services and publishes the definition of these services on the flexibility platform.
Modsarus Use Case::InstanceName=Flexibility Need
Modsarus Use Case::InstanceDescription=Products and definitions of these products
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1.2Forward flexibility need
Modsarus Use Case::InstanceName=Flexibility Need
Modsarus Use Case::InstanceDescription=
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1.3Register flexibility need
Modsarus Use Case::InstanceName=Flexibility Need
Modsarus Use Case::InstanceDescription=
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1.4Publish flexibility potentialEach Flexibility Service Provider registers its flexibility potential on the Flexibility Platform with respect to the need of a System Operator.
Modsarus Use Case::InstanceName=Flexibility Potential
Modsarus Use Case::InstanceDescription=
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1.5Forward flexibility potential
Modsarus Use Case::InstanceName=Flexibility Potential
Modsarus Use Case::InstanceDescription=
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1.6Register flexibility potential
Modsarus Use Case::InstanceName=Flexibility Potential
Modsarus Use Case::InstanceDescription=
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1.7Send necessary information for grid impact assessmentFlexibility Platform sends required level of information necessary for grid impact assessment to the different System Operators concerned (both TSOs and DSOs).
This activity leads to registering restrictions if there are congestions. But equally, these congestions could lead to the identification of needs for additional flexibility, feeding back to the early stage. This sort of feedback will be essential to optimizing exploitation of flexibility
Modsarus Use Case::InstanceName=Any Data
Modsarus Use Case::InstanceDescription=
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1.8Forward necessary information for grid impact assessment
Modsarus Use Case::InstanceName=Any Data
Modsarus Use Case::InstanceDescription=
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1.9Assess grid impactSystem Operators assess the impact of flexibility activations in their grid in order to avoid congestions due to these activations.
System Operators provide the results of grid impact assessment setting restrictions on the activation of flexibilities which would cause congestion in their grids.
Modsarus Use Case::InstanceName=Results of grid validation
Modsarus Use Case::InstanceDescription=
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1.10Forward results of grid impact assessment
Modsarus Use Case::InstanceName=Results of grid validation
Modsarus Use Case::InstanceDescription=
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1.11Prequalify Flexibility Service ProviderBased on the information submitted in Flexibility Service Providers’ flexibility potential, Flexibility Platform prequalifies the ability of Flexibility Service Providers to deliver flexibility with respect to System Operators’ needs.
This activity leads to registering restrictions if there are congestions. But equally, these congestions could lead to the identification of needs for additional flexibility, feeding back to the early stage. This sort of feedback will be essential for optimizing exploitation of flexibility.
The impact assessment is a continuous process, i.e. even if the potential is prequalified at one point of time, the same potential may be excluded at next point of time. However, only structural congestions should be considered in the prequalification phase and thus new impact assessment is needed only if there is a change in structural congestion.
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1.12Set long-term restrictionsIf the results of grid impact assessment showed that there are congestions identified, then long-term restrictions are set on the Flexibility Platform for such Flexibility Service Provider.
Modsarus Use Case::InstanceName=Long-Term Restriction
Modsarus Use Case::InstanceDescription=
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1.13Register long-term restrictions
Modsarus Use Case::InstanceName=Long-Term Restriction
Modsarus Use Case::InstanceDescription=
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1.14Forward the results of prequalification4e694b8b-e0eb-4b2a-ae7a-1bcb6f6563851627548d-0b09-47b7-a94e-59ec4e29b23b 4b9c7c91-f308-4f45-97ce-885ad27c5840 9506aede-d3d4-4c82-b45d-584eb98173da ed5aabc5-05ea-47d6-ad88-670c0e6912d0 b08ead07-85dd-4aad-a7f4-de3fb87cf6e6 1996b486-a64b-41d7-bfdf-20d00b62a5ad a3bdfbbb-1a7c-4f64-9f00-18b329c05c15 8b7771a2-4c29-4e2b-9dd7-bf4edf56fa97 17ab855d-ee4e-4ec1-bd38-9a613ebc8e0e
1.15Publish the results of prequalification with additional restrictions information
Modsarus Use Case::InstanceName=Any Data
Modsarus Use Case::InstanceDescription=
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Scenario Name:
Bidding process
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
2.1Open the flexibility call for tendersA call for tenders of flexibility services relies on specific products and covers specific periods (week ahead, day ahead, intraday, etc).
The call for tenders is opened by the Primary System Operator. The Primary System Operator is the operator who needs the flexibility service.
Modsarus Use Case::InstanceName=Flexibility Call for Tenders
Modsarus Use Case::InstanceDescription=
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2.2Forward flexibility call for tenders opening
Modsarus Use Case::InstanceName=Flexibility Call for Tenders
Modsarus Use Case::InstanceDescription=
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2.3Register flexibility call for tenders openingSecondary System Operators and FSPs should receive information about call for tenders opening from via Flexibility Platform (not directly from Primary System Operator).
Modsarus Use Case::InstanceName=Flexibility Call for Tenders
Modsarus Use Case::InstanceDescription=
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2.4Send flexibility bids
Modsarus Use Case::InstanceName=Flexibility Bid
Modsarus Use Case::InstanceDescription=
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2.5Forward flexibility bids
Modsarus Use Case::InstanceName=Flexibility Bid
Modsarus Use Case::InstanceDescription=
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2.6Register flexibility bidsIn addition to flexibility bids received from Flexibility Service Providers, the Flexibility Platform also registers flexibility coming from European/regional/national platforms and systems like MARI, PICASSO or COBA (Common Baltic balancing Area). These platforms are used to collect the bids for some flexibility services (e.g. mFRR). The value of Flexibility Platform is to bring different information together and making it available to different flexibility buyers.
Flexibility bids are ranked on merit order principle and location.
Modsarus Use Case::InstanceName=Flexibility Bid
Modsarus Use Case::InstanceDescription=
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2.7Send necessary information for grid impact assessmentFlexibility Platform sends required level of information necessary for grid impact assessment to System Operators concerned
Modsarus Use Case::InstanceName=Any Data
Modsarus Use Case::InstanceDescription=
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2.8Forward necessary information for grid impact assessmentDEP forwards necessary information to both Primary System Operator and Secondary System Operator.
Modsarus Use Case::InstanceName=Any data
Modsarus Use Case::InstanceDescription=
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2.9Assess primary grid impactPrimary System Operator assesses the impact of flexibility activations in its grid in order to avoid congestions due to these activations.
Primary System Operator provides the results of grid impact assessment setting restrictions on the activation of flexibilities which would cause congestion in its grids.
Modsarus Use Case::InstanceName=Results of grid validation
Modsarus Use Case::InstanceDescription=
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2.10Forward result of primary grid impact assessment
Modsarus Use Case::InstanceName=Results of grid validation
Modsarus Use Case::InstanceDescription=
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2.11Assess 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 setting restrictions on the activation of flexibilities which would cause congestion in its grids.
Modsarus Use Case::InstanceName=Results of grid validation
Modsarus Use Case::InstanceDescription=
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2.12Forward result of secondary grid impact assessment
Modsarus Use Case::InstanceName=Results of grid validation
Modsarus Use Case::InstanceDescription=
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2.13Collect the results of grid impact assessmentFlexibility Platform collects the results of grid impact assessment of the flexibility bids with respect to grid congestions from all concerned System Operators.
This activity leads to registering restrictions if there are congestions. But equally, these congestions could lead to the identification of needs for additional flexibility, feeding back to the early stage. This sort of feedback will be essential to optimize exploitation of flexibility.
The impact assessment is a continuous process, i.e. even if the bid is included in a merit order list at one point of time, the same bid may be excluded at next point of time.
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2.14Set short-term restrictionsIf the results of grid impact assessment showed that there are congestions identified, then short-term restrictions are set on the Flexibility Platform for such flexibility bids.
Modsarus Use Case::InstanceName=Short-Term Restrictions
Modsarus Use Case::InstanceDescription=
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2.15Rank bids based on the merit order principle
Modsarus Use Case::InstanceName=Flexibility Bid
Modsarus Use Case::InstanceDescription=
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2.16Register flexibility bids
Modsarus Use Case::InstanceName=Winning Bids
Modsarus Use Case::InstanceDescription=
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2.17Close the flexibility call for tenders
Modsarus Use Case::InstanceName=Flexibility Call for Tenders
Modsarus Use Case::InstanceDescription=
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2.18Forward flexibility call for tenders closure
Modsarus Use Case::InstanceName=Flexibility Call for Tenders
Modsarus Use Case::InstanceDescription=
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2.19Register flexibility call for tenders closure908bfa7a-c616-4b2b-a712-04aac115429b1627548d-0b09-47b7-a94e-59ec4e29b23b 1996b486-a64b-41d7-bfdf-20d00b62a5ad b08ead07-85dd-4aad-a7f4-de3fb87cf6e6 ed5aabc5-05ea-47d6-ad88-670c0e6912d0 4b9c7c91-f308-4f45-97ce-885ad27c5840 9506aede-d3d4-4c82-b45d-584eb98173da a3bdfbbb-1a7c-4f64-9f00-18b329c05c15 8b7771a2-4c29-4e2b-9dd7-bf4edf56fa97 17ab855d-ee4e-4ec1-bd38-9a613ebc8e0e

5. Information Exchanged

Information exchanged IDName of InformationDescription of Information ExchangedRequirement
a60e2b25-b378-4f14-9755-26f4a9b5ea69Flexibility Need—-
ec556f1b-8608-4de1-ab7c-a7e614f2bc37Flexibility Potential—-
97336539-bfa7-4501-b370-ff9d6d4bf681Any Data—-
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.—-
cc88e105-9077-483d-9ea3-b2e1fc96e5c2Network Restriction—-
85046a3c-134d-43c2-96b4-f08485a41a0aFlexibility Call for Tenders—-
bb2896bc-89a8-400e-99c4-c560a72ebe7fFlexibility Bid—-

6. Requirements (optional)

Category IdentifierNameDescriptionmRID
Cat1FunctionalFunctional requirements59e7899c-d9ee-4534-81a6-81b37dce5e81
IdentifierNameDescriptionmRID
Req1A call for tenders process is supervised by a Market Operator1627548d-0b09-47b7-a94e-59ec4e29b23b
Req10TSO-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
Category IdentifierNameDescriptionmRID
Cat2Task 5.3Requirements integrated from Task 5.3.1880e39c-7084-4785-8c02-297057abe312
IdentifierNameDescriptionmRID
Req2FBIDS-REQ9Calculation of grid impacts (congestion, imbalance)4b9c7c91-f308-4f45-97ce-885ad27c5840
Req3FBIDS-REQ7Selection of successful bids9506aede-d3d4-4c82-b45d-584eb98173da
Req4FBIDS-REQ6Flexibility platform’s ability to collect bids from FSPsed5aabc5-05ea-47d6-ad88-670c0e6912d0
Req5FBIDS-REQ2Ability to exchange information on System Operators' flexibility need and FSPs’ flexibility potential through flexibility platform (and DEP)b08ead07-85dd-4aad-a7f4-de3fb87cf6e6
Req6FBIDS-REQ4Algorithm for prequalification of flexibility providers1996b486-a64b-41d7-bfdf-20d00b62a5ad
Req7FBIDS-REQ8Flexibility platform’s ability to collect grid validation results from SOsa3bdfbbb-1a7c-4f64-9f00-18b329c05c15
Req8FBIDS-REQ5Automated exchange of bids is possible8b7771a2-4c29-4e2b-9dd7-bf4edf56fa97
Req9FBIDS-REQ3Auction process supervised by Market Operator17ab855d-ee4e-4ec1-bd38-9a613ebc8e0e

7. Common Terms and Definitions

8. Custom Information (optional)

KeyValueRefers to Section