Balancing and Settlement Code

BSC PROCEDURE

CVA Qualification Testing for Parties and Party Agents

BSCP70

Version 14.0

Date: 07 November 2024

Intellectual Property Rights, Copyright and Disclaimer

The copyright and other intellectual property rights in this document are vested in Elexon or appear with the consent of the copyright owner. These materials are made available for you for the purposes of your participation in the electricity industry. If you have an interest in the electricity industry, you may view, download, copy, distribute, modify, transmit, publish, sell or create derivative works (in whatever format) from this document or in other cases use for personal academic or other non-commercial purposes. All copyright and other proprietary notices contained in the document must be retained on any copy you make.

All other rights of the copyright owner not expressly dealt with above are reserved.

No representation, warranty or guarantee is made that the information in this document is accurate or complete. While care is taken in the collection and provision of this information, Elexon Limited shall not be liable for any errors, omissions, misstatements or mistakes in any information or damages resulting from the use of this information or action taken in reliance on it.

BSCP38

Authorisations

BSCP65

Registration of Parties and Exit Procedures

BSCP71

Submission of ECVNs and MVRNs

BSCP537

Qualification for SVA Parties, SVA Party Agents and CVA MOAs

AMVLP

Asset Metering Virtual Lead Party

BMRA

Balancing Mechanism Reporting Agent

BSC CSA

BSC Central Services Agent

BSCCo

Balancing and Settlement Code Company

CDCA

Central Data Collection Agent

CMRS

Central Meter Registration System

CRA

Central Registration Agent

CRS

Central Registration Service

CVA

Central Volume Allocation

ECVAA

Energy Contract Volume Aggregation Agent

ECVNA

Energy Contract Volume Notification Agent

FTP

File Transfer Protocol

IDD

Interface Definition and Design

LDSO

Licensed Distribution System Operator

MOA

Meter Operator Agent

MVRNA

Metered Volume Reallocation Notification Agent

NETSO

National Electricity Transmission System Operator

SMRA

Supplier Meter Registration Agent

VLP

Virtual Lead Party

VTP

Virtual Trading Party

WD

Working Day

BSC CSA

In the context of this BSCP, the BSC CSA is the agent appointed by BSCCo to be responsible for conducting the Qualification Tests with the Qualifying Participant. For the avoidance of doubt, the BSC CSA is currently the Business Process Outsourcing Service Provider.

CRA

In the context of this BSCP the CRA is the BSC Agent responsible for registering the Qualified Participant’s details on CRS.

Participant Testing Service

The service whereby Parties and Party Agents may exercise their own systems’ interaction with a test version of BSC Central Services.

Party Agent

In the context of this BSCP, the term Party Agent refers to ECVNAs, MVRNAs, CVA MOAs and SMRAs.

Qualification

Recognition that a BSC Party or Party Agent has satisfied the communication requirements specified under Section O of the BSC, and that these systems have been tested according to the Communication Requirements Document.

Qualification Statement

Statement of Qualification issued by the BSC CSA on behalf of BSCCo, on completion of Qualification.

Qualification Tests / Qualification Test

Tests undertaken by a Qualifying Participant. The tests provide the appropriate level of assurance that the necessary communication links between the Qualifying Participant and BSC Central Systems will function correctly under operational conditions.

Qualified Participant

The Party or Party Agent who has successfully completed Qualification.

Qualifying Participant

The Party or Party Agent who is undertaking Qualification.

Self-Service Gateway

An online portal, accessible through the BSC Website, that allows authorised users to provide and maintain registration data, including (but not limited to) the data defined in this BSCP.

Supporting Participant

A Party or Party Agent who has qualified, or who will qualify, and whose facilities the Qualifying Participant is invoking in support of a Waiver.

Waiver

Recognition that a Qualifying Participant is sharing facilities with another Participant who has previously satisfied the relevant Qualification requirements, and as such that Qualification Tests would be duplicated if undertaken by the Qualifying Participant.

4.1.1

As required by Qualifying Participant

Send CVA Qualification Test Booking Form or its online equivalent to BSC CSA and refer to the Qualification Checklist for actions to be undertaken by Qualifying Participants

Qualifying Participant

BSC CSA

CVA Qualification Test Booking Form BSCP70/01 or its online equivalent, Qualification Checklist (Appendix 1)

Fax / email/ Self-Service Gateway

4.1.2

Within 1 WD of 4.1.1

Validate information and confirm receipt.

BSC CSA

Qualifying Participant

CVA Qualification Test Booking Form BSCP70/01 or its online equivalent, Qualification Checklist (Appendix 1)

Email / phone / fax/ Self-Service Gateway

4.1.3

Within 1 WD of 4.1.2

Confirm availability of test facilities and confirm booking with Qualifying Participant.

BSC CSA

Qualifying Participant

Qualifying Participant capacity details

Email / phone

4.1.4

3 WD before test day

Contact Qualifying Participant to arrange final details of tests and ensure preparations are complete.

BSC CSA

Qualifying Participant

Email / phone

4.1.5

On day of test

Qualifying Participant and BSC CSA work through the agreed tests.

4.1.6

On completion of testing

BSC CSA identifies whether Qualifying Participant has met the requirements to pass Qualification Testing.

Where the Qualifying Participant has not passed all relevant tests, the BSC CSA contacts Qualifying Participant to arrange a new test slot.

If Qualifying Participant has passed relevant tests proceed to 4.1.7

BSC CSA

Qualifying Participant

Email/Phone

4.1.7

Within 1 WD after completion of testing

BSC CSA sends Qualification Report to BSCCo.

BSC CSA

BSCCo

Updated Qualification Report spreadsheet

Email

4.1.8

Within 1 WD after 4.1.7

BSCCo verifies information (including whether all requirements have been met) received in test results instructs BSC CSA to issue Qualification Statement.

BSCCo

BSC CSA

Email / letter / fax

4.1.9

Within 1 WD after 4.1.7

BSC CSA confirms Qualification Status via Qualification Statement to Qualifying Participant.

BSC CSA

Qualifying Participant

BSCCo

Email / letter / fax/ Self-Service Gateway

4.1.10

After 4.1.9

Return to registration process in:

BSCP65 (BSC Party);

BSCP71 (ECVNA, MVRNA);

BSCP537 (CVA MOA, SVA Party and SVA Party Agent).

4.2.1

As required by Qualifying Participant

Send Application for Waiver of Qualification Tests or its online equivalent to the BSC CSA with supporting documentation.

Qualifying Participant

BSC CSA

Application for Waiver of Qualification Tests form BSCP70/02 or its online equivalent

Supporting documentation for the Waiver Request

Fax / email/ post/Self-Service Gateway

4.2.2

Within 4 WD after 4.2.1

Ensure the Qualifying Participant has provided sufficient Waiver information to cover the capacity or capacities they wish to register. If further information is required, advise Qualifying Participant.

Check that Supporting Participant has provided a letter or its online equivalent confirming that they will be providing supporting services for the Qualifying Participant in each of the capacity or capacities they wish to register.

Confirm that the Waiver application addresses data flows which are relevant to the Qualifying Participant, as required by the Communication Requirements Document, taking into account the Qualifying Participant’s required capacities.

BSC CSA

Qualifying Participant

Application for Waiver of Qualification Tests form BSCP70/02 or its online equivalent

Supporting documentation for the Waiver Request

Email / phone / fax/ post/ Self-Service Gateway

4.2.3

Within 1 WD of 4.2.2

Identify whether any further data flow tests must be undertaken in order to pass Qualification

(a) Further data flow tests required go to 4.1

(b) No further data flow tests required go to 4.2.4

BSC CSA

Qualifying Participant

Email / fax

4.2.4

Within 1 WD of 4.2.3

BSC CSA provides details of the application for a waiver and supporting evidence to BSCCo and recommends whether the waiver should be granted.

BSC CSA

BSCCo

Email/ fax

4.2.5

Within 1 WD of 4.2.4

BSCCo verifies information and instructs BSC CSA to issue Qualification Statement where the requirements for a waiver have been met

BSCCo

BSC CSA

Email/ fax

4.2.6

Within 1 WD of 4.2.5

BSC CSA confirms Qualification Status via Qualification Statement to Qualifying Participant

BSC CSA

Qualifying Participant

BSCCo

Qualification Statement

Email / letter / fax

4.2.7

After 4.2.6

Return to registration process in:

BSCP65 (BSC Party);

BSCP71 (ECVNA, MVRNA);

BSCP537 (CVA MOA, SVA Party and SVA Party Agent).

Email/ Self-Service Gateway

Requirement:

Actions to be undertaken by Qualifying Participants:

Date

Local infrastructure

Low Grade Service Users - Ensure adequate hardware and network connections are in place.

High Grade Service Users – Confirm the High Grade Communications Line and Router has been installed and successfully tested. Ensure adequate hardware and network connections are in place.

Comms Lines and Routers will have been installed as part of a High Grade Order with BSC CSA.

New High Grade participants may elect to qualify using the Low Grade service pending the Communications Line installation.

File Transfer Protocol (FTP) Software:

Ensure FTP software and associated directories are in place and have been fully tested.

Participants are required to provide appropriate FTP software.

XSec Encryption Security Software

Ensure XSec Software has been installed and tested and the Public Encryption key provided to the BSC CSA.

XSec Software will be provided by the BSC CSA to a new Participant as part of a Low Grade Communications Line Order. Public Keys should be exchanged and tested as part of the completion of this order.

Business Process Software

Develop/install and test Business Process Software that conforms to the current Interface Definition and Design (IDD) to process incoming and outgoing files. Ensure the Business Process software has been installed in the ‘as live’ system and integrated and tested with security and FTP software.

Participants are required to provide Business Process Software.

Test preparation

Prepare required test scripts and plans as required.

Participants are required to provide their own test data for flows submitted to the BSC CSA.

Requirement:

Actions to be undertaken by Qualifying Participants:

FTP Test

BSC CSA will provide IP Addresses and FTP account logins prior to a Test Booking. New Entrants will be required to connect to the test FTP server and login with the provided credentials and confirm a successful connection.

Test Preparation

Ensure adequate personnel are available for testing once this date has been confirmed with the BSC CSA.

To: BSC Central Services Agent

Date Sent:

From: Participant Details

Party ID:

Name of Sender:

Contact email address:

Our Ref:

Contact Tel. No.

Preferred Participant testing date(s):

(Please note that there is a minimum 10 Working Day waiting period from the submission of this booking form)

Party role/s to be tested:

LDSO/Supplier/Generator/Non-Physical Trader/Interconnector User/Interconnector Error Administrator/Interconnector Administrator/VTP/VLP/AMVLP

Circle to indicate choice

Name of Authorised Signatory:

Authorised Signature:

Password:

CRA-I014

Generators; Suppliers; LDSOs; Non-Physical Traders; and Interconnector Users; Interconnector Administrators; Interconnector Error Administrators VTPs, VLPs and AMVLPs

To

Registration Report

To enable Party to ensure that its registration details are accurately recorded in Central Systems. This includes Party Id, Name, address etc.

Yes/No

ECVAA-I007

Generators; Suppliers; Non-Physical Traders; Interconnector Users Interconnector Error Administrators and VTPs.

To

ECVNAA Feedback

To confirm to Party that an Authorisation has been processed

Yes/No

ECVAA-I008

Generators; Suppliers; Non-Physical Traders; Interconnector Users, Interconnector Error Administrators and VTPs.

To

MVRNAA Feedback

To confirm to Party that an MVRNA Authorisation has been received

Yes/No

ECVAA-I009

Generators; Suppliers; Non-Physical Traders; Interconnector Users, Interconnector Error Administrators and VTPs.

To

ECVN Feedback (Rejection)

To report the rejection (for business reasons) of a received ECVN

Yes/No

ECVAA-I010

Generators; Suppliers; Non-Physical Traders; Interconnector Users, Interconnector Error Administrators and VTPs.

To

MVRN Feedback (Rejection)

To report the rejection (for business reasons) of a received MRVN

Yes/No.

ECVAA-I013

Generators; Suppliers; Non-Physical Traders; Interconnector Users, Interconnector Error Administrators and VTPs.

To

Authorisation Report

To enable Party to check the authorisations it has in place.

Yes/No

ECVAA-I014

Generators; Suppliers; Non-Physical Traders; Interconnector Users, Interconnector Error Administrators and VTPs.

To

Notification Report

To enable Party to check its Notifications received by Central Systems

Yes/No

ECVAA-I022

Generators; Suppliers; Non-Physical Traders; Interconnector Users, Interconnector Error Administrators and VTPs.

To

Forward Contract Report

To enable Party to check its contract position for the following 7 Settlement Days

Yes/No

ECVAA-I028

Generators; Suppliers; Non-Physical Traders and Interconnector Users, Interconnector Error Administrators and VTPs.

To

ECVN Acceptance Feedback

To confirm to Party that Notification has passed validation and been accepted by the system

Yes/No

ECVAA-I029

Generators; Suppliers; Non-Physical Traders and Interconnector Users’ Interconnector Error Administrators and VTPs.

To

MVRN Acceptance Feedback

To confirm to Party that Notification has passed validation and been accepted by the system

Yes/No

SAA-I006

Interconnector Administrators

From

BM Unit Metered Volumes for Interconnector Users

To confirm Deemed Metered Volumes

Yes/No

SAA-I014

Generators; Suppliers; Non-Physical Traders; Interconnector Users; VTPs, VLPs and AMVLPs

To

Settlement Reports

To enable a Party to check its Settlement position

Yes/No

SAA-I017

Interconnector Administrators

To

SAA Data Exception Report

To inform the Interconnector Administrator that SAA-I006 has failed validation

Yes/No

CDCA-I010

Generators; Suppliers; LDSOs

To

Exception Report for missing and invalid period data

To identify missing Metered Data

Yes/No

CDCA-I012

Generators; Suppliers; LDSOs

To

Report Raw Metered Data

To provide Party with Raw Metered Data

Yes/No

CDCA-I014

Generators; Suppliers; LDSOs

To

Estimated Data Report

To provide Party with details of estimated data that has been input into Central Systems following Party acceptance

Yes/No

CDCA-I041

Interconnector Administrators

To

Interconnector Aggregation Report

To report back the Metered Volumes to the Interconnector Administrator

Yes/No

CDCA-I042

Generators; Suppliers; LDSOs

To

BM Unit Aggregation Report

Provides Aggregated Meter Volumes for each of the Parties’ BM Units

Yes/No

CDCA-I054

Generators; Suppliers; LDSOs

To

Meter Status Report

Provides a daily summary of potential problems with Metering Systems registered in Central Meter Registration Service

Yes/No

Flow

Direction

Name

Purpose

Test? Delete as applicable

CDCA-I029

To

Aggregated GSP Group Take Volumes

Providing Party with GSP Group Take Volume

Yes/No

CDCA-I030

To

Meter Period Data for Distribution System

Provides a Nominated LDSO with the GSP and DSCP Metered Volumes for each of these entities in the GSP Group by settlement Period.

Yes/No

Flow

Direction

Name

Purpose

Test? Delete as applicable

P0282

From

MSID Pair Delivered Volume Notification

To notify the SVAA of the Delivered Volumes for a particular MSID Pair.

Yes/No

P0283

To

Rejection of MSID Pair Delivered Volume

To notify a VLP and AMVLP that their Delivered Volumes have failed validation.

Yes/No

P0284

To

Confirmation of MSID Pair Delivered Volume

To notify a VLP and AMVLP that their Delivered Volumes have been validated successfully.

Yes/No

Flow

Participant

Direction

Name

Purpose

P0285

VTP, VLP, AMVLP

To

MSID Pair Delivered Volume Exception Report

To notify a VTP, VLP or AMVLP where an MSID Pair Delivered Volume cannot be processed by SVAA.

P0288

VTP, VLP, AMVLP

To

Secondary Half Hourly Consumption Volumes

To notify a VTP , VLP or AMVLP of their Secondary Half Hourly Consumption Volumes.

P0287

Supplier

To

Secondary Half Hourly Delivered Volumes

To notify a Supplier of a Metering System’s Half Hourly Volume Adjustments

Flow

Direction

Name

Purpose

Test? Delete as applicable

ECVAA-I051

From

Wholesale Market Activity Notification

To notify the ECVAA that the VTP has performed a Wholesale Market Activity in the specified Settlement Period and Settlement Day

Yes/No

ECVAA-I052

To

Wholesale Market Activity Notification Exception Report

To notify the VTP that the ECVAA has rejected a Wholesale Market Activity and to give the reason for the rejection.

Yes/No

P0328

To

BM Unit Submitted Expected Volume Notification

To notify the SVAA of the Submitted Expected Volume(s) for MSID Pair(s) within a Baselined BM Unit that are not registered for the Baselining solution

in a VTP’s Trading Secondary BM Unit.

Yes/No

P0329

From

BM Unit Submitted Expected Volume Rejection

To notify the VTP that its BM Unit Submitted Expected Volume Notification has failed validation.

Yes/No

P0330

From

BM Unit Submitted Expected Volume Acceptance

To notify the VTP that its BM Unit Submitted Expected Volume Notification has passed validation and so has been accepted.

Yes/No

P0331

From

BM Unit Submitted Expected Volume Warning

To notify the VTP that there is a MSID Pair in one of its Trading Secondary BM Units with an indicator of 'S' (Submitted) but the Unit Submitted Expected Volume value for a Settlement Period is zero.

Yes/No

P0333

From

Baselining Expected Volume Report

To notify the VTP of the Expected Volumes for their Trading Secondary BM Units

Yes/No

To: BSC Central Services Agent

Date Sent:

From: Participant Details

Party Agent ID:

Name of Sender:

Contact email address:

Our Ref:

Contact Tel. No.

Preferred Participant testing date(s):

(Please note that there is a minimum 10 Working Day waiting period from the submission of this booking form)

Party role/s to be tested:

ECVNA/MVRNA

Circle to indicate choice

Name of Authorised Signatory:

Authorised Signature:

Password:

CRA-I014

To

Registration Report

To enable Party Agent to ensure that its registration details are accurately recorded in Central Systems. This includes Party Agent Id, Name, address etc

ECVAA- I004

From

ECVNA

To submit ECVN to Central Systems

ECVAA- I005

From

MVRNA

To submit MVRN to Central Systems

ECVAA-I007

To

ECVNAA Feedback

To confirm to Party Agent that an Authorisation has been processed

ECVAA-I008

To

MVRNAA Feedback

To confirm to Party Agent that an MVRNA Authorisation has been received

ECVAA-I009

To

ECVN Feedback

Reports the rejection (for business reasons) of a received ECVN

ECVAA-I010

To

MVRN Feedback

Reports the rejection (for business reasons) of a received MVRN

ECVAA-I013

To

Authorisation Report

To enable Party Agent to check the authorisations it has in place.

ECVAA-I014

To

Notification Report

To enable Party Agent to check its Notifications received by Central Systems

ECVAA-I028

To

ECVN Acceptance Feedback

To confirm to Party Agent that Notification has passed validation and been accepted by the system

ECVAA-I029

To

MVRN Acceptance Feedback

To confirm to Party Agent that Notification has passed validation and been accepted by the system

To: BSC Central Services Agent

Date Sent:

From: Participant Details

Party Agent ID:

Name of Sender:

Contact email address:

Our Ref:

Contact Tel. No.

Preferred Participant testing date(s):

(Please note that there is a minimum 10 Working Day waiting period from the submission of this booking form)

Name of Authorised Signatory:

Authorised Signature:

Password:

Flow

Direction

Name

Purpose

Test

CRA-I014

To

Registration Report

To enable Party Agent to ensure that its registration details are accurately recorded in Central Systems. This includes Party Agent Id, Name, address etc

Yes/No

CDCA-I010

To

Exception Report for missing and invalid period data

To identify missing Metered Data

Yes/No

CDCA-I014

To

Estimated Data Report

To provide Party with details of estimated data that has been input into Central Systems following Party acceptance.

Yes/No

CDCA-I054

To

Meter Status Report

Provides a daily summary of potential problems with Metering Systems registered in Central Meter Registration Service.

Yes/No

To: BSC Central Services Agent

Date Sent:

From: Qualifying Participant Details

Party ID/Party Agent ID:

Name of Sender:

Contact email address:

Our Ref:

Contact Tel. No.

Name of Authorised Signatory:

Authorised Signature:

Password:

1.0

03/11/04

Designated version

CP502

ISG/36/403

SVG/36/492

2.0

BETTA Effective Date

BETTA 6.3 rebadging changes for the CVA Feb 05 Release

BETTA 6.3

3.0

02/11/05

Changes for CVA Programme Nov 05 Release

CP1061

ISG48/002

4.0

22/02/07

February 2007 Release

CP1160

CP1161

CP1176

ISG66/06

SVG66/04

ISG68/002

SVG67/002

5.0

23/08/07

P197 Release

P197

115/04

6.0

04/11/10

November 10 Release

CP1329

ISG112/01

SVG112/03

7.0

07/11/13

November 2013 Release

CP1399

ISG149/04

SVG152/08

8.0

28/02/19

February 2019 Release

P344

Panel 284C/01

February 2019 Release

CP1510

ISG211/06

SVG214/02

9.0

29/03/19

March 2019 Standalone Release

P369

Panel 285/12

10.0

27/02/20

27 February 2020 Release

CP1521

ISG223/02

SVG226/03

11.0

30/06/22

30 June Standard Release

CP1556

ISG250/04 SVG252/02

12.0

03/11/22

03 November Standard Release

CP1570

SVG259/03 and ISG257/01

13.0

01/10/24

01 October 2024 Non-Standard Release

ORD009

Directed by Secretary of State

14.0

07/11/24

07 November Standard Release

P415

Panel 339/03