Performance Assurance Reporting

16 June 2015Douglas Alexander

Uniform Network Code

We’ll Cover

Performance Assurance Reporting2

1. What is reported?

2. What is source of data?

3. Who is our Audience?

Performance Assurance Reporting3

1

What is reported?

Performance Assurance Objectives

Performance Assurance Reporting4

PAB (via ELEXON) provides independent assurance that:

1. Energy is allocated between Trading Parties efficiently, equitably and accurately

2. Suppliers and Supplier Agents transfer Metering Systems data efficiently and accurately

We’ll Cover

Performance Assurance Reporting 5

Reporting – Monthly SRR

Performance Assurance Reporting 6

Settlement Risk Report

Top Settlement Risks

Processing accurate meter readingsQuality of metering detailsTimeliness of metering details

Industry level trends

Supplier performance

Meter Operator performance

Reporting – Monthly SRR

Performance Assurance Reporting 7

SRIN Risk Description Noted Controls Net Sig.

SR0022The risk that HHMOAs do not provide correct Meter Technical Details to the HHDCs resulting in Meter readings being misinterpreted or not collected.

COP4 requirements. Proving Test. (If requested) Commissioning. D0001 (Request Metering System Investigation).

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SR0072The risk that NHHDCs process incorrect Meter readings, resulting in erroneous data being entered into Settlement.

Meter Reading Validation. The NHHDC informs the Supplier of incorrect Meter register mappings. Investigate inconsistencies process. Site visit checks by the NHHDC. EAC/AA validation.

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SR0074The risk that NHHDCs do not collect and / or enter valid Meter readings resulting in old/default data entering Settlement.

D0004 (Notification of Failure to Obtain Reading). DC sends D0012 (Confirmation of Inclusion of the Metering Point in the Reading Schedules) (Read Cycle). D0019 (Metering System EAC/AA data) sent to Supplier.

D0001 (Request Metering System Investigati

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SR0024The risk that NHHMOAs do not provide Meter Technical Details to the correct NHHDCs resulting in Meter readings not being collected.

Underpin – DC can request data from the Supplier. D0170 requests and responses

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SR0025The risk that HHMOAs do not provide Meter Technical Details to the correct HHDCs resulting in Meter readings not being collected.

D0170 requests and responses (Cos & CoDC processes only)

12

SR0028The risk that HHMOAs make changes to the Metering System and do not inform the HHDCs resulting in Meter readings being misinterpreted or not collected.

D0001 (Request Metering System Investigation). DC Validation.

12

SR0081The risk that HHDCs do not process valid HH readings resulting in estimated data being entered into Settlement.

D0012 (Confirmation of Inclusion of the Metering Point in the Reading Schedules) (Read Cycle) is sent by the DC to Supplier. D0036 (Validated Half Hourly Advances for Inclusion in Aggregated Supplier Matrix) is sent to the Supplier. D0022 (Estimated Half

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Reporting – Monthly SRR

Performance Assurance Reporting 8

Industry performance against Top Settlement Risks (published on ELEXON site)

Reporting – Monthly SRR

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■ Confidential Section (not published) showing individual organisation’s performance for top Settlement Risks

SuppliersMaterial Business Unit

Details Performance Data Risk

Supplier MPID

Energy Share (SF)

Number of D0268s in the

Received in the Reporting

Period (HM13)

Number of D0268s that

are resubmission

s (HM13)

Number of MSIDs

affected by resent

MSMTD (HM13)

Percentage Accuracy of

HH MTDs (HM13)

Percentage Accuracy of

HH MTDs (HM13)

Performance BUSRR Risk BUSRR

ABCD 0.85% 2 1 1 50.00% 50.00% RED AMBER

EFGH 0.54% 11 2 2 81.82% 81.82% RED AMBER

IJKL 3.74% 385 12 11 96.88% 96.88% AMBER AMBER

MNOP 0.00% 111 3 3 97.30% 97.30% AMBER GREEN

QRST 0.05% 37 1 1 97.30% 97.30% AMBER GREEN

UVWX 2.77% 348 7 7 97.99% 97.99% AMBER AMBER

YZ12 0.63% 100 2 2 98.00% 98.00% AMBER GREEN

ABC1 0.01% 50 1 1 98.00% 98.00% AMBER GREEN

DEF2 2.18% 514 10 9 98.05% 98.05% AMBER AMBER

GHI3 6.83% 469 8 7 98.29% 98.29% AMBER AMBER

JKL4 12.10% 579 9 9 98.45% 98.45% AMBER AMBER

MNO5 3.64% 243 2 2 99.18% 99.18% GREEN GREEN

PQR6 15.48% 1,817 13 13 99.28% 99.28% GREEN GREEN

STU7 0.99% 145 1 1 99.31% 99.31% GREEN GREEN

VWX8 20.12% 882 5 5 99.43% 99.43% GREEN GREEN

Reporting – Monthly SRR

Performance Assurance Reporting10

■ ELEXON commentary on:-

Overall risk rating for each of the top Settlement Risk;

Quality & timeliness of meter technical details;

Overall NHH performance based on actual data;

Overall HH performance based on actual data;

By exception any poor performing GSP Groups and Suppliers;

PAB asked to agree content of SRR and note any attachments.

Reporting – Technique Progress Report

Performance Assurance Reporting11

■ ELEXON commentary on:-

PAB Future Reporting;

Update on EFR plans

Technical Assurance Metering (TAA HH Metering checks);

Timetable of other TA Checks planned;

BSC Audit Status;

Update on BSC Audit Market Issues.

Reporting – Technique Progress Report

Performance Assurance Reporting12

■ ELEXON commentary on:-

Future Qualification applications;

Progress on PAB Strategy;

Large EAC/AAs;

Smart Metering;

Electricity Market Reform;

P272/300/320/322.

Reporting – Supplier Charges

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■ The BSC determines that five PARMS Serials attract charges for failure;

■ ELEXON provides:-

– a monthly Summary by GSP Group of charges;

– commentary where movement in charges caused by specific Party;

– details of Trading Party’s net position

Reporting – Trading Operations Report

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■ What is the Trading Operations Report?

– The Trading Operations Report provides information on:-

– the state of the BSC market; including issues and incidents and

a summary of the key events that may have had an impact on

BSC Parties.

– The report contains various statistics for a range of key metrics and charts to provide an understanding of any underlying trends.

■ The Trading Operations Report is produced on a calendar month basis to meet the schedule of BSC Panel meetings as published on the ELEXON website. It is also circulated to the Imbalance Settlement Group (ISG) and the Supplier Volume Allocation Group (SVG).

Reporting – Annual

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■ Annual Performance Assurance Report

■ Annual BSC Audit Report

■ Technical Assurance Annual Report

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2

What is source of the data?

Data Source – Settlement Risk Report

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Performance Assurance Reporting and Monitoring System

PARMS Serial data (20) comes from :- • Suppliers

• Supplier Agents - who provide data on behalf of their Suppliers

• Supplier Meter Registration Agents (SMRAs)

• Supplier Volume Allocation Agent (SVAA)

Data Source – Settlement Risk Report

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Supplier, Meter Operator – 3 Serials used

HM13 – Data Quality (MTDs) HM/NM12 – Missing MTDs

Supplier Volume Allocation Agent (SVAA)

NHH data (actual and estimated)HH data (actual and estimated)

Data Source – Settlement Risk Report

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SRR – Market Indicators

HM/NM 11 – Timely sending of MTDs HM/NM12 – Missing MTDs HM13 – Data Quality (MTDs) HM14 – Timely Meter Investigations SP11 – Timely appointment of HH/NHHMOA by Suppliers SP11 – Timely appointment of HH/NHHDC by Suppliers SP12 – Timely notification by Supplier of Change to HH/NHHDA SP13 – Timely notification by Supplier of Change to HH/NHHMOA SP14 – Timely notification by Supplier of Change to HH/NHHDC SP15 – Missing appointment of HH/NHH Agents NC11 – Missing NHH Meter Reads & History

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3

Who is our audience?

Audience – Performance Assurance Board

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Audience – All Customers

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Questions

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