Monitoring the Settlement performance standards
Each quarter, the Performance Assurance Board (PAB) agrees the approach to monitoring the Supplier Half Hourly (HH) and Non-Half Hourly (NHH) Settlement performance standards.
Last updated: 1 September 2023
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Industry Expectations
All Suppliers below the 97% Non-Half Hourly standard at RF, the 99% Half Hourly Measurement Class C standard at SF and the 99% Half Hourly sub 100kW standard at R1 should be striving to improve performance above these levels and providing updates to their Operational Support Manager (OSM) on the work they are undertaking to do this.
However, Elexon and the PAB’s efforts are predominately focused on Suppliers with the largest volumes of non-compliant estimation above thresholds that are reviewed on a quarterly basis.
At its August 2023 meeting, the PAB agreed the thresholds should be maintained at:
- 850MWh of monthly non-compliant estimation at R1 for Half Hourly (HH) Measurement Class (MC) C
- 850MWh of monthly non-compliant estimation at R1 for HH MCs E and G (combined)
- 1250MWh of monthly non-compliant estimation at RF for Non Half Hourly (NHH) and HH MC F (combined)
‘Non-compliant estimation’ in this case is the estimated volume above 1% of a Supplier’s total volume at R1 (for MC C and MCs E and G) and 3% of total volume at RF (for NHH and MC F).
These thresholds will next be reviewed in November 2023.
In general, Elexon and the PAB intend to reduce the thresholds as industry performance improves.
Error and Failure Resolution (EFR)
Suppliers with volumes of non-compliant energy above the thresholds are likely to enter Error and Failure Resolution (EFR) in accordance with BSCP538.
Suppliers in EFR for Settlement Performance are required to provide forecast improvements for at least the next quarter. The PAB encourages Suppliers to forecast out further where possible.
As with any EFR plan, Suppliers who consistently fail to achieve their forecast improvements may be considered for escalation to the PAB or BSC Panel.
Suppliers will be considered for exit from their EFR plan when they have achieved:
- 425MWh of monthly non-compliant estimation at R1 for Half Hourly (HH) Measurement Class (MC) C
- 425MWh of monthly non-compliant estimation at R1 for HH MCs E and G (combined)
- 625MWh of monthly non-compliant estimation at RF for Non Half Hourly (NHH) and HH MC F (combined)
These thresholds will also be reviewed in November 2023.
EFR assessments this quarter
This quarter, Suppliers will be considered for EFR entry and exit based on data for the following reporting months:
Reporting Month | Settlement Dates | Suppliers considered for EFR entry | Suppliers considered for EFR exit |
---|---|---|---|
September 2023 |
June 2023 at R1 for HH June 2022 at RF for NHH |
October 2023 (PAB273) |
September 2023 (PAB272) |
October 2023 |
August 2023 at R1 for HH August 2022 at RF for NHH |
November 2023 (PAB274) |
October 2023 (PAB273) |
November 2023 |
September 2023 at R1 for HH September 2022 at RF for NHH |
December 2023 (PAB275) |
November 2023 (PAB274) |
Further reading
- August 2023 Quarterly Performance Thresholds Review (PAB paper 271/07B) (Size: 313.03 KB)
- May 2023 Settlement Performance Threshold Review (Size: 52.20 KB)
- February 2023 Settlement Performance Threshold Review (Size: 189.16 KB)
- November 2022 Settlement Performance Threshold Review (Size: 356.91 KB)
- August 2022 Settlement Performance Threshold Review (Size: 337.95 KB)
- May 2022 Settlement Performance Threshold Review (Size: 354.48 KB)