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Frequently Asked Questions (FAQs)

Accession

 

Q1.1 Who must Accede to the Balancing and Settlement Code?

It is a pre requisite of Market Entry that a prospective Trading Party, Licensed Distribution System Operator (LDSO), Interconnector Error Administrator or Interconnector Administrator becomes a signatory to the Balancing and Settlement Code (BSC).

Q1.2 How do I Accede?

The documents and supporting documents (available from the Market Entry/exit section of the BSC (ELEXON) website or the 'Market Entry Co-ordinator' at ELEXON) that you need to sign in order to become a BSC Party are:

  • The Accession Form which provides ELEXON with contact information and licence details etc.
  • The BSC Accession Agreement which obliges applicants to comply with the BSC.

Section A of the Balancing & Settlement Code outlines the requirements for Accession.

PLEASE NOTE - you must submit 2 copies of the BSC Accession Agreements.

Q1.3 On the Accession form, should I mention a licence if I haven't yet obtained one?

Yes, we need to know if you are in the process of applying for a Licence or whether you are Licence Exempt.

Q1.4 Is there a joining fee?

Yes, there is an Accession Fee of £500 (payable by BACs/CHAPs/Company Cheque) as outlined within the BSC. Please note cheques should be made payable to ELEXON Limited.

Q1.5 Am I able to pay any way, other than cheque?

Yes, you can pay by BACs/CHAPs. Please ensure you indicate the method of payment you intend to use on the Accession form.

Q1.6 I want to use the Interconnector between England and France to import or export electricity, what do I have to do?

In order to use the Interconnector you must Accede to the Balancing and Settlement Code. You must also undertake registration and qualification in order to register BM units. This needs to be done prior to trading but you will also need to bid in NGC's daily Interconnector capacity auction.

Q1.7 If I want to become an ECVNA or MVRNA, do I need to Accede?

No, Party Agents do not need to accede.

 

Registration

 

Q2.1 What is registration? Didn't I give you all the details on the Accession Form?

Registration entails recording details, such as your Party ID, participation capacity etc on Central Systems, which are required to facilitate the settlement process. You provide these details to the CRA (Central Registration Agent).

Q2.2 What form do I use in order to Register on the CRS?

To register as a Trading Party, Interconnector Error Administrator, Interconnector Administrator or LDSO, you will need to submit BSCP65/4.1. To register as an ECVNA or MVRNA you will need to submit BSCP71/05. Please note that registration details will remain on Central Systems as pending until the required Qualification has been completed.

Q2.3 What is a BSCP?

A Balancing and Settlement Code Procedure is a BSC subsidiary document which specifies processes that should be followed.

Q2.4 Do I create a Party ID, or is it allocated centrally?

You create your own Party ID, which you should specify on your BSCP65/4.1 form. The ID should conform to the following format: The Party ID can follow an alphanumeric combination of 8 or fewer characters, eg, NORW123. Please note that the letters should be capitalised and there should be no spaces or other characters such as ampersands or commas.

Those wishing to register as ECVNAs and/or MVRNAs must specify their desired Party Agent ID(s) on the BSCP71/05 form. The same format conventions apply to Party Agent IDs as Party IDs.

Q2.5 An ‘Authorised Signatory’ is required to sign BSCP65/4.1, how do I authorise personnel?

BSCP38 governs the process for setting up authorised signatories. This is an important step as Parties and Party Agents cannot undertake certain actions where the relevant forms have not been signed by authorised signatories.

Q2.6 How does 'BSC Party ID' differ from 'Party ID'?

It does not, please use the same ID.

Q2.7 What is the difference between a Distribution System Operator (DSO) and a Licensed Distribution System Operator (LDSO)?

The Code defines both terms, such that LDSO is a subset of DSO and represents those DSOs that are licensed for distribution. This second term comes about because the Code also recognises a type of Distribution System where the network is operated by someone other than the LDSO that provides the SMRS in which all the Metering Systems are registered. This third party is not licensed or required to be a Party to the BSC. However, should they be a BSC Party, then they are known as a DSO. In such circumstances the Settlement obligations remain with the LDSO.

At present there are no DSOs that are not also LDSOs and so these two terms are currently synonymous, in addition the need for such Distribution Systems is reduced with the introduction of Modification Proposal P62. The preferred term is LDSO and, with the exception of BSCP65, this term is used in the majority of BSCPs and other documents.

 

Authorisation

 

Q3.1 Who has to register Authorised Persons?

Trading Parties, Interconnector Error Administrators, Interconnector Administrators, ECVNAs, MVRNAs, and LDSOs are all required to submit details of Authorised Persons.

Q3.2 Who keeps a record of Authorised Persons?

Two Authorisation Registers are maintained, one by ELEXON and one by the CRA on behalf of the CDCA, ECVAA, FAA, SAA and TAA. The CRA and ELEXON have separate authorisation forms that detail the specific authorisation categories for which each is responsible.

Q3.3 Why do we need to register Authorised Persons?

The purpose of this procedure is to ensure BSC Agents and the BSCCo only carry out specific Code activities on the request of an Authorised Person; this is designed to safeguard your company.

Q3.4 What is an 'Authorised Person'?

An Authorised Person is an individual identified by yourselves, to sanction specific Code activities to be carried out by ELEXON and BSC Agents on behalf of your company, as appropriate.

Q3.5 How do I register Authorised Personnel?

To register Authorised Personnel you will need to submit two forms: BSCP38/5.1 which should be submitted to the BSCCo (ELEXON) and BSCP38/5.3 which should be submitted to the CRA.

Q3.6 Who signs the Authorisation Forms?

The 'Declaration of Authorised Persons' forms must be signed by a category "A" Authorised Person, i.e. someone who has previously been authorised to make changes to Authorised Persons.

Q3.7 I am a new Party and do not have any previous category "A" Authorised Persons. Who signs my forms?

Where a Party does not have a category "A" Authorised Person registered with the CRA or ELEXON, the BSCP38/5.1 and BSCP38/5.3 forms should be accompanied by a letter, on Company stationary signed by a Company Director, in which the Director declares himself/herself Category “A” authorised.

Q3.8 How can I find out what the various processes on the BSCP 38 form mean?

A list of the categories of authorisation which appear on the forms are given below. For more detailed descriptions, please refer to BSCP38 which is available on the BSC (ELEXON) Website:

BSCP38/5.1:

A - Changing Authorisation
O - Query / Dispute Process
P - Submitting CVA Line Loss Factors
Q - Registration & Deregistration of Trading Units
R - Metering Dispensation Applications
S – Party Withdrawal
T - Transfer of Metering Systems between SMRS and CMRS
U - Party Agent Registration & Changes to Details
V - Transmission of Reports to all Parties
W – Submitting SVA Standing Data Changes
X – Submitting SVA Line Loss Factors 

BSCP38/5.3:

A - Changing Authorisation
B - Accept / Reject Data Estimation
C - Site Witnessing of Meter Readings
D - Planned Work on Metering Systems & Breaking Seals
E - Raise / Agree Standing Data Changes
F - BM Units
G - Metering System Registration / Deregistration & MOA Appointment
H - Metering System Technical Details & Proving Tests
I - Technical Assurance Site Visit Acceptance
J - Party Registration and Changes to Details
K - Submission & Termination of ECVNA or MVRNA Authorisations
L - Submitting Aggregation Rules
M - Amendments to Non Confidential Report Requirements
N - Banking Details Registration and Changes to Details

NB. Authorisation A appears on both forms and must be completed twice.

Q3.9 Does this procedure interface with any other BSC Procedures?

Yes, the categories of authorisation relate to a number of other BSCPs. A full table of the related BSCPs is available in BSCP38, which is available on the BSC (ELEXON) Website.

Q3.10 Is there a limit to the number of people I can register?

No, you can register as many Authorised Persons as you wish to.

Q3.11 What do the 'effective from' and 'effective to' dates refer to on the form?

The 'effective from date’ is the date from which the named person will be authorised. You can fill out the 'effective to' date if you wish, but this is not compulsory. ELEXON and the CRA will ask you to confirm your Authorised Persons list on an annual basis.

Q3.12 Where do I send my BSCP 38 forms?

BSCP38/5.1 form should be sent directly to the Market Entry Coordinator (MEC) at ELEXON. Contact details are provided in the Simple Guide to Market Entry, which is available to download from the Market Entry section of the BSC (ELEXON) website. BSCP38/5.3 should be submitted to the CRA, contact details are also available in the Simple Guide to Market Entry.

Q3.13 How will I know if my Authorisations have been accepted?

5 Working Days after receipt of a Declaration of Authorised Persons Form, the CRA or ELEXON will notify you that the relevant Authorisation Register has been updated.

Q3.14 How can I check who is currently an Authorised Person for my organisation?

You can check who is currently registered as an Authorised Person for your company by contacting either ELEXON or the CRA directly.

Q3.15 How often can I change or update my Authorised Persons records?

You can change, update, or add new Authorised Persons as often as you wish. ELEXON and the CRA undertake an annual review of the authorised signatories on the Authorisation Register. You will be asked to confirm the authorised signatories set up for your organisation as part of this review.

Q3.16 How do I cancel an Authorised Person?

Part B - Cancellation of Authorisation which appears on the BSCP38 forms should be completed, if you wish to cancel one of your Authorised persons. The form should signed by a category "A" Authorised Person. BSCP38/5.1 forms should be submitted to the MEC at ELEXON and BSCP38/5.3 forms should be submitted to the CRA. You will receive confirmation of the cancellation 5 Working Days after it is received.

 

Communication Line Ordering

 

Q4.1 How do I order a High Grade service?

Please complete the Communication Line Request Form which is available on the BSC (ELEXON) website. You will be required to specify the following:

  • Indicate whether you wish to order the High Grade Service, Low Grade Service or both
  • Company Name (under which you signed up to the Balancing and Settlement Code)
  • Technical Contact Name
  • Technical Contact Telephone
  • Technical Contact Fax
  • Technical Contact Email
  • Installation Address
  • Any other relevant information you wish to add.

For High Grade Orders ELEXON recommends you also ask for the Low Grade Service as a backup facility.

Q4.2 What are the costs associated with the High Grade Service?

The cost for the High Grade Service in Great Britain is:

a) £2,000 per month for each physical connection required.
If you require Tibco Software, the additional charges are:
b) £10,000 Software licence (one-off fixed fee)
c) £200 per month software support charge.

Q4.3 What are the Terms and Conditions associated with the service?

The terms and conditions are covered under BSC Section D Annex 3. Further information on terms and conditions and on the service itself can be found in BSC Section O and associated documents.

Q4.4 What is the Tibco Software , and are there any licence restrictions?

The £10,000 fixed fee Tibco software defines the standard Tibco configuration for the service, defined as the "Tibco Software". This consists of:

  • A single TIB Rendevous RVRD Single CPU server licence
  • A maximum of 5 TIB Rendevous RVD user licences

Additional TIB Rendevous RVD user licences may be ordered at a one off charge of £1000 and monthly charge of £15 per additional licence.

These are non-transferable licences and provided for the sole use of the NETA services.

Q4.5 Are there alternate licence arrangements for Tibco Software?

There are a number of alternative software options relating to TIBCo software. These are:

  • A single TIB Rendevous RVRD 2-4 CPU server licence and a maximum of 5 TIB Rendevous RVD user licences for production usage may be ordered at a one off charge of £15,700 and monthly charge of £235.50.
  • A single TIB Rendevous RVRD Single CPU server licence and a maximum of 5 TIB Rendevous RVD user licences for development usage may be ordered at a one off charge of £7,720 and monthly charge of £150.
  • A single TIB Rendevous RVRD 2-4 CPU server licence and a maximum of 5 TIB Rendevous RVD user licences for development usage may be ordered at a one off charge of £11,140 and monthly charge of £235.50.

As above, additional TIB Rendevous RVD user licences may be ordered at an additional one off charge of £1000 and additional monthly charge of £15 per additional licence.

Q4.6 Do I need the Tibco Software?

The Tibco software provides the mechanism for automated publication of BMRA data to your site. There are two main reasons you may choose not to have the Tibco Software:

a) You are already in possession of Tibco Software licences
b) You do not require the automatic publication facility and are satisfied to use the browser/java applet interface and manually refresh data screens as required

Q4.7 What is the position if I require a connection outside the UK?

You should contact ELEXON with your requirement. Logica will perform a cost and timescale analysis.  Logica will perform a cost and timescale analysis. The results will be forwarded to you and you will be asked to confirm your order and accept or reject the incremental costs.

Please note the analysis should only be requested if you should only request this if you are very clear that it is necessary for your organisation.

Q4.8 Are there any provisions for cost reduction for Disaster Recovery sites?

It is strongly recommended that High Grade service users also acquire the Low Grade service as a backup facility. This uses the public Internet and provides a backup option for the primary site and is another option for a standby site. The Low Grade Service is free of charge.

Q4.9 What are the times and costs associated with termination of a connection?

The minimum order period for a High Grade line is 12 months. (Ref Balancing and Settlement Code Section D Annex D-3 Part 3.3).

Q4.10 Is it possible for more than one Party to use the same High Grade connection?

Yes, it is technically feasible for different parties to share the same physical connection. You must indicate if this is your intention when placing an order. The High Grade service has been designed for a typical single Party profile and the service levels set on that basis. Potentially additional volumes mean that service levels could not be guaranteed. In this case the programme recommends an impact assessment to consider the need for increased bandwidth. This may lead to additional costs.

Further, there are a number of technical recommendations regarding directory structures, use of FTP, use of the security package and the TIBCo software that apply to multi-party configurations.

Q4.11 Will the Tibco and the Security software be supported on platforms other than Windows NT?

Tibco is currently only supported running on Windows NT. Tibco is available for Windows 2000 but is not currently supported by Central Systems on this platform. Support for Tibco on Windows 2000 is being considered.

The XSec security software is supported on both Windows NT and Windows 2000. Earlier versions of the PCSec software are only supported on Windows NT. There are no plans to provide a version of XSec for non Win32 platforms.

Q4.12 Can we have a breakdown of the costs of the High Grade service?

The High Grade Service is a fully managed service, it is not possible to have a breakdown of the costs. It is an optional component of signing up to the Balancing and Settlement Code (BSC) as a NETA participant. As such the costs are not fully attributable to ensure a fair and competitive market.

Q4.13 Where can I obtain more technical details?

Before you have installed your Communication Lines all queries should be directed to the ELEXON Helpdesk (see the 'Further Help' link at the top of this page). Once your service has been installed you should contact the BSC Service Desk with any technical queries you may have. The contact details are provided below.

BSC Service Desk
Phone 0870 010 6950
Email bscservicedesk@logica.com
Fax 0118 965 0493

 

Qualification

 

Q5.1 What is CVA Qualification?

CVA Qualification is the process of testing your business systems (electronic and manual) to ensure that they conform to the required interfaces with various key agents. CVA Qualification Testing must be completed in order to formally register you to trade within the CRS. This testing is undertaken between the CRA and yourself. Please see the 'Simple Guide to Market Entry' which is available on the Market Entry section of the BSC (ELEXON) website for further details.

Q 5.2 Where are the testing requirements set out?

The CVA Qualification testing requirements are outlined in the Communications Requirement Document and the CVA Qualification Guide. You can find details of the interfaces in the various BSCPs and the NETA Data File Catalogue, also available within the Market Entry section of the BSC (ELEXON) website.

Q5.3 Do I need to re-qualify if I change capacity?

This depends on the capacities involved, but in some instances you may be required to undertake further CVA Qualification testing. Please refer to the CVA Qualification Guide for further information.

Q5.4 How long does CVA Qualification take?

The potential Party or Party Agent drives this process. The CRA requests one weeks notice for test booking slots. The test slots themselves are for 4 hours each.

Q6.1 What is SVA Qualification?

Under the BSC, SVA Parties, SVA Party Agents and CVA MOAs are required to gain Qualified status by completing the SVA Qualification process. The SVA Qualification process aims to provide assurance that an organisation’s systems, which may interact with the BSC Systems and other participant’s systems, developed outside of ELEXON’s control, are in line with BSC requirements and good practice.

One of the main activities for new entrants in the SVA Qualification process is completion of a Self Assessment Document (SAD) and provision of evidence to support the responses to the SAD questions. The SAD embodies the Qualification Requirements. Applicants are also required to design and execute a program of testing in order to satisfy functional and communications testing requirements. ELEXON (or its Qualification service provider) will review the SAD and supporting evidence (including test evidence) and make a determination about whether or not the Applicant has satisfied the Qualification Requirements. A risk based approach will be taken to reviewing the SAD and supporting evidence. Once the SAD is completed to an appropriate standard ELEXON will present a recommendation to the Performance Assurance Board, the BSC Panel sub-committee which grants Qualification approval.

Once Qualified, market participants are required to maintain their Qualified status through the re-Qualification process. Re-Qualification should be completed prior to a Qualified Person implementing a Material Change to the systems and/or processes that it uses to carry out it obligations under the BSC.

For more information and guidance on the SVA Qualification process (including re-Qualification) please refer to the SVA Qualification pages.

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