EACL-PL-01

Prequalification of resources provided by Flexibility Service Providers to support flexibility services in the Polish demo

1. Description of the Use Case

1.1. Name of the Use Case

IDArea /Domain(s)/Zone(s)Name of the Use Case
1Poland,EACL-PL-01

1.2. Version Management

Version No.DateName of author(s)ChangesApproval status
None2021-06-14T00:00:00Wojciech Lubczyński (PSE),NoneNone

1.3. Scope and Objectives of Use Case

ScopeThe description of prequalification of resources (DER) to participate in the flexibility market represented by Flexibility Platform (FP)
Objective(s)To register DER in the Flexibility Register (FR), which will enable the submission of bids on FP and participation in the flexibility market
Related business case(s)Prerequisite for other BUC

1.4. Narrative of Use Case

Short description

The use case describes the prequalification process of DERs introduced by Flexibility Service Provider (FSP) to be registered in Flexibility Register. This registration is the prerequisite to participate in flexibility market processes on FP. The DER can be based on generation resources, energy storage and consumption (households, SMEs and industrial enterprises). The FSP can own one or more DERs or can be an aggregator which aggregates several DERs in its portfolio (called as FSPA)

Complete description

Scenario 1 –FSP prequalification:

• Market prequalification Description: FSP registers itself on FP as natural or legal person In details it contains: o The statement of legal and financial status o The confirmation of access to FP (rules, RODO confirmation etc.) o The declaration of the entire volume The status of FSP (pending) is registered in FR

• Certification of DER
Description: Declaration of DER or DERs FSP declares its flexibility potential ready to provide services. In details it contains: o The declaration of DERs and their technical characteristics o The statement of connection point for each DER (PoC), its location and metering data availability The status (pending) of FSP and DERs are registered in FR

• SO to which DER is connected confirms the right status of DER, its connection, location and availability of metering data. It is done for each DER declared by FSP. SO confirms location for each DER by assigning it to the TSO-DSO coupling point. In the case of incorrect assignment, SO makes an appropriate correction. The status (pending) of each DER associated with FSP is reported in FR.

• Product prequalification Description: Based on the list of available products published by FP, FSP decides on the bases of which products it is going to provide flexibility services.

• FP checks whether the characteristic of DER fits with the characteristic of the chosen product. FP executes the automatic comparison of both characteristics: the products and DER or DERs managed by FSP. In case of positive checking, FP registers the DER or DERs allocated to the FSP in FR as qualified for the product in question. In case of mismatch, the message is sent to FSP and request for prequalification is rejected. It is done for each selected products.

• FP requires from FSP additional actions and confirmation in case of balancing products. There are additional requirements and procedures related to balancing products, in particular FSP should operate in the balancing market through a balancing service provider (BSP) or obtain this status itself. For specific products some tests confirming compliance with the requirements may be required. When the FSP fulfils these requirements, the result is reflected in the FR, confirming a positive product prequalification.

• Static grid prequalification Description: FP, in the grid prequalification process, initiates the process asking all impacted SOs to check if the activation of DER under consideration can be accepted i.e. does not violate grid security limits. The responsible SO assesses and decides the outcome of the grid prequalification process. If no, and DER is not divisible, the DER is rejected and message regarding DER rejection in the grid prequalification process is sent to the FSP. If no, and DER is divisible, the FP reduces the capacity to the limit set by SO and informs (sends the message to) the FSP that the DER is registered in FR, but with the capacity limit. If yes, the status of DER (qualified) is registered in the FR. The static grid prequalification is performed for the most critical separately up and down products among those selected by FSP that may cause network congestion. The status of FSP (registered) is registered in the FR.

End

1.5. Key Performance Indicatiors (KPI)

IDNameDescriptionReference to mentioned use case objectives
1Easy accessEase of access to the service market - flexibility, including accessibility, no redundant barriers to entry, user-friendliness.None,

1.6. Use case conditions

Assumptions
EACL-PL-01
Prerequisites
EACL-PL-01

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
National Polish Flexibility Market
Nature of the use cases
Business Use Case
Further keywords for classification

1.8. General remarks

General remarks

2. Diagrams of Use Case

EACL-PL-01 Prequalification_Use_case_diagram EACL-PL-01 Prequalification_BUC_overview EACL-PL-01 Prequalification Scenario 1 EACL-PL-01 Prequalification Scenario 2 EACL-PL-01 Prequalification Scenario 3 EACL-PL-01 Prequalification Scenario 4 EACL-PL-01 Prequalification Scenario 5 EACL-PL-01 Prequalification Scenario 6 EACL-PL-01 Prequalification Scenario 7 EACL-PL-01 Prequalification Scenario 8

3. Technical Details

3.1. Actors

Actor NameActor TypeActor DescriptionFurther information specific to this Use Case
Transmission System Operator (TSO)BusinessA natural or legal person who is responsible for operating, ensuring the maintenance of and, if necessary, developing the transmission 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 transmission of electricity
Distribution System Operator (DSO)BusinessA natural or legal person who is responsible for operating, ensuring the maintenance of and, if necessary, developing the distribution 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 of electricity
Flexibility Service Provider (FSP)BusinessA natural or legal person who is a market participant providing flexibility services to any electricity market that represents and aggregates the capacity of the entities that own a distributed energy resources (DER).
Market Operator (MO) or Flexibility Platform Operator (FPO)BusinessA natural or legal person who organizes auctions (continuous auction, discrete auctions, call for tenders) between buyers and sellers of electricity-related products in the markets. Manage/operate the platform for trading (where bids and offers are collected). Clear the market and communicate results.
Balancing Service ProviderBusinessA market participant with reserve-providing units or reserve-providing groups able to provide balancing services to TSO or a market participant providing either or both balancing energy and balancing capacity to transmission system operators
Metered Data ResponsibleBusinessA party responsible for the establishment and validation of measured data based on the collected data received from the Metered Data Collector. The party is responsible for the history of metered data for a Metering Point.
Metered Data CollectorBusinessA party responsible for meter reading and quality control of the reading.

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
1Market prequalification of FSPThe purpose of market prequalification is to confirm the legal and financial status of FSP and provide it with access to the flexibility platform. There is a separate scenario for FSP being aggregatorMarket prequalification of FSP
2CertificationThe certification process aims to provide technical data of the resources constituting the DER proving the basic service capacity. The system operator who verifies the possibility of providing services also takes part in the certification process.Certification
3Product prequalificationThe purpose of product prequalification is to confirm the feasibility of delivering the products selected by FSP. It is an iterative process for each product separately. In the case of balancing products, additional conditions must be met.Product prequalification
4Static grid qualificationThe purpose of static grid prequalification is to reject or limit those resources that will always breach the grid security limit under normal circumstances.Static grid qualification
5Market prequalification of FSPAThe purpose of market prequalification is to confirm the legal and financial status of FSPA and provide it with access to the flexibility platform. There is a separate scenario for FSP being aggregator.Market prequalification of FSPA
6Certification of portfolio and SDERThe certification process aims to provide technical data of the resources constituting the SDER proving the basic service capacity and basic information of portfolios allocated to the TSO-DSO coupling points. The system operator who verifies the possibility of providing services also takes part in the certification process.Certification of portfolio and SDER
7Product prequalificationThe purpose of product prequalification is to confirm the feasibility of delivering the products selected by FSPA. It is an iterative process for each product separately. In the case of balancing products, additional conditions must be met.Product prequalification
8Static grid prequalificationThe purpose of static grid prequalification is to reject or limit those resources that will always breach the grid security limit under normal circumstances.Static grid prequalification

Notes

4.2. Steps – Scenarios

Scenario Name:
Market prequalification of FSP
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
Scenario Name:
Certification
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
Scenario Name:
Product prequalification
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
Scenario Name:
Static grid qualification
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
Scenario Name:
Market prequalification of FSPA
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
Scenario Name:
Certification of portfolio and SDER
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
Scenario Name:
Product prequalification
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID
Scenario Name:
Static grid prequalification
Step No.Event.Name of Process/ ActivityDescription of Process/ Activity.ServiceInformation Producer (Actor)Information Receiver (Actor)Information ExchangedRequirements, R-ID

5. Information Exchanged

Information exchanged IDName of InformationDescription of Information ExchangedRequirement

6. Requirements (optional)

Category IdentifierNameDescriptionmRID
Req_IDReq_Name‘Prequalification of resources provided by Flexibility Service Providers to support flexibility services in the Polish demo’
IdentifierNameDescriptionmRID

7. Common Terms and Definitions

8. Custom Information (optional)

KeyValueRefers to Section