Techniques, Timetable and Methodology

Each year, the BSC Panel and the PAB identify, evaluate and prioritise the risks that may occur within Settlement and the extent to which they apply to each Performance Assurance Parties (PAPs). ELEXON conform to an agreed process assess each PAP based on the Settlement Risks that they may pose and this process includes the timetable, the methodology and the various reports.

Latest information

Three months to go for change to BSC Performance Standards for Meter Systems in Measurement Classes F and G

Performance Standards for Half Hourly (HH) Metering Systems in Measurement Classes (MC) F and G will increase from 90% of energy settling on actual data at the First Reconciliation Run (R1) to 99% on 1 January 2020.

If the new standards are met, this will result in better settlement accuracy earlier, as there will be a higher volume of actual energy, rather than estimates by the R1 run, which is 39 working days after each Settlement Period.

On 5 November 2015, Modification P300 “Introduction of new Measurement Classes to support Half Hourly DCUSA Tariff Changes (DCP179)” introduced the following HH MCs for Metering Systems that are not 100kW:

  • MC E- was re-labelled to be designated for HH Current Transformer (CT) Metering Systems;
  • MC F – was designated for domestic HH CT and Whole Current Metering Systems; and
  • MC G was designated for non-domestic Whole Current Metering Systems.

The Performance Level for all three was set at 99% of energy settling on actual data at the First Reconciliation Run (R1) and all further runs. However, Modification P347 “Reduction in R1 Read Requirement for Half Hourly Sites” decreased the performance standards for MCs F and G to 90% for R1 only. This reduction was set with a sunset clause of 1 January 2020, when the performance standard would increase to 99% again.

From January 2020 sub 100kW Performance Standards will be 99% at R1 and considered as an aggregate of MCs E, F and G. The Performance Assurance Board will be assessing Suppliers’ performance at its February 2020 meeting and, if Suppliers are underperforming, will determine if Performance Assurance Techniques, including Error and Failure Resolution are required.

Education webinar

ELEXON recently hosted an education webinar to help you respond to this Risk Operating Plan consultation.

How it relates to you

The Performance Assurance process will affect all the Performance Assurance Parties. These are:

  • Suppliers
  • Meter Operator Agents
  • Data Collectors
  • Data Aggregators
  • Meter Administrators
  • Licensed Distribution System Operators and/or a Registrant

Techniques used in the process

The Performance Assurance Framework (PAF) is a complementary set of preventive, detective, incentive and remedial assurance techniques. These techniques are used flexibly to address Settlement Risks.

A Settlement Risk is anything that could pose a risk to accurate Settlement: it could be a failure in a process or an error in data.

The Performance Assurance Techniques must address risks to Settlement and the impact of actual failures or errors in Settlement.

Preventive Techniques

Detective Techniques

Incentive Techniques

Remedial Techniques

Key process documents

The BSC Panel and the PAB produce the following suite of documents as per the Annual Performance Assurance Timetable. This is done in consultation with industry.

The Risk Evaluation Methodology (REM) is a reference document reviewed annually by the PAB.

The Risk Evaluation Register (RER) sets out the risks and the significance of each risk.

The Risk Operating Plan (ROP) sets out techniques and costs that apply to each Settlement Risk in the RER.

Risk Evaluation Register

The Risk Evaluation Register (RER) sets out the Settlement Risks that have been identified and evaluated by reference to classes of Performance Assurance Party (PAP) rather than to a particular PAP.

Annual Performance Assurance Report

The APAR provides the results of the risk evaluation and risk assurance procedures for a particular Performance Assurance Operating Period (PAOP), in particular how well the techniques mitigated the Settlement Risks.

The report also:

  • Sets out the actual costs of ELEXON implementing the techniques
  • Recommends changes to existing techniques or recommends creating new techniques
  • Explains the benefits of changing the Performance Assurance Techniques

ELEXON is required to produce a number of associated reports which feed into the Annual Performance Assurance Report (APAR).


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