Guidance Balancing Mechanism Units (BM Units) This guidance note describes BM Units, how they are used in the BSC, and how to register them. What is a BM Unit? BM Units are units of trade in the Balancing Mechanism. They are used in the BSC to account for all energy that flows on or off the Total System, which is the Transmission System and the Distribution System combined. A BM Unit is the smallest grouping of equipment that can be independently metered for Settlement. Most BM Units consist of a generating unit or a collection of consumption meters, and the energy produced or consumed by the contents of a BM Unit is accredited to that Unit. BSCP15: BM Unit Registration tells you how to register BM Units. Types of BM Units There are several types of BM Unit, each representing different aspects of the system. Each type is marked with prefixes in their IDs, as given below. Each type is described separately in the following sections, along with an overview of the registration process and what you need to do. If you are only interested in a particular type of BM Unit, refer to the relevant section. The list below describes each type: BM Unit Type Prefix Overview Directly Connected T_ BM Units directly connected to the Transmission System. These are typically Generation Units. Embedded E_ BM Units embedded into a Distribution System. Interconnector I_ BM Units related to an Interconnector. Supplier 2_ BM Units covering Supply. These contain all of a particular Supplier’s meters for a given GSP Group. C_ These Additional Supplier BM Units are registered solely for the purpose of allocating CfD Assets to them. M_ Other types of BM Units that don’t fit the above categories. This prefix does not apply to newly registered BM Units. Miscellaneous 28 September 2016 © ELEXON 2016 Version 5.0 Page 1 of 10 Non-Standard BM Units The BSC requires that a BM Unit must satisfy the following conditions; a) only one Party is responsible for the Exports and/or Imports from the prospective BM Unit; b) the Exports and/or Imports of electricity from and to the BM Unit are capable of being controlled (and metered) independently of the Exports or Imports of electricity from or to any Plant or Apparatus which is not comprised in the BM Unit; c) the BM Unit does not comprise Plant and Apparatus whose Imports and Exports are measured by both CVA Metering System(s) and SVA Metering System(s); and d) there are no smaller aggregations of the Plant and Apparatus comprised in the BM Unit, for each of which the above conditions would be satisfied. The BSC states that the following shall be a single BM Unit; A single Generating Unit A CCGT (Combined Cycle Gas Turbine) Module A Power Park Module (PPM) A Combined Offshore BM Unit Power Station Transformers (Station Transformers) Directly Connected Demand Any configuration not in line with the above would be a non-standard BM Unit. Non-standard BM Units need to be approved by the Panel and so a 60 Working Day lead time is required for the registration of non-standard BM Units. In addition, the following are also covered in this Guidance Note: Area Overview Exempt Export BM Units Some Generating BM Units can also apply to be Exemptable and gain Exempt Export status from DECC. Changing BM Unit Ownership Sometimes the ownership of a BM Units needs to change from one Party to another. Offshore BM Units Additional information about offshore BM Units. 28 September 2016 © ELEXON 2016 Version 5.0 Page 2 of 10 Directly Connected BM Units What is a Directly Connected BM Unit? Directly Connected BM Units are metered equipment directly connected to the Transmission Network. They are usually Generation Units, relating to Power Plants or other Generating sites but can also be a large demand site. The equipment within each BM Unit is independent of other Units, and is metered separately. Do I need to do anything before registering one? You need to Qualify as a Generator to register Directly Connected BM Units. Visit the Market Entry page or BSCP65: Registration of Parties and Exit Procedures for more details. Before you submit the BM Unit registration form, you must contact National Grid, to discuss any obligations and sign the necessary contractual agreements. National Grid will give you National Grid BMU names. What forms do I need to fill in? BSCP15/4.1 gives general details of the BM Unit(s) you’re registering and must be sent to the Central Registration Agent (CRA) 30 Working Days (standard BM Unit) or 60 Working Days (non-standard BM Unit) before the Effective From Date (EFD). BSCP20/4.1 registers the Metering Systems related to your BM Unit(s). BSCP20/4.3 registers the Meter Technical Details (MTDs) related to your BM Unit(s), and is submitted by the Meter Operator Agent (MOA). BSCP75/4.2 details the Aggregation Rules for the BM Unit(s). BSCP02 details the Proving Test that your MOA must carry out on the Metering Equipment You must also provide a single electrical line diagram of the site showing the metering points and commercial interface. What information do I provide on the BSCP15/4.1 form? The NG BM Unit ID is the ID provided by National Grid. The BM Unit ID has a prefix of ‘T_’ followed by the NG BM Unit ID. The BM Unit Type is ‘T’ for Directly Connected and the BM Unit Configuration depends on what type of Unit it is – please check the list at the bottom of the form. You need to enter the Generation Capacity (GC) and Demand Capacity (DC) of each BM Unit, as well as the Final Physical Notification (FPN) Flag. If the BM Unit will be Exempt Export (see below for more details), you must put ‘Y’ in the relevant column, and enter a P/C Flag. Finally, you need to state the date on which the BM Unit will become effective. What other information If you register the BM Unit(s) as Exempt Export, refer to the Exempt Export is needed? section which covers additional processes that you need to follow. When do I need to You must submit your forms and the relevant information within the allotted submit these forms by? timescales in the BSCP. The lead time of 30 Working Days is a condition of the process. 28 September 2016 © ELEXON 2016 Version 5.0 Page 3 of 10 Generating Units connected to a 275kV busbar or higher in England and Wales are Transmission Connected sites. In Scotland, connections to a 132kV busbar or higher are Transmission Connected. A Boundary Point is the point where Plant and Apparatus forming BM Units join the Total System. BM Units submit Physical Notifications (PNs) to National Grid if their Generation or Demand Capacity is at or above 50MW in England and Wales, 30MW in South Scotland or 10MW in North Scotland. It is optional below these limits. Interconnector BM Units always submit PNs. A Metering System ID (MSID) can be reserved by contacting the CRA. 28 September 2016 © ELEXON 2016 Version 5.0 Page 4 of 10 Embedded BM Units What is an Embedded BM Unit? Embedded BM Units represent metered equipment that is connected to a Distribution System. They are Generation Units relating to Power Plants or other generating sites. They can include the imports relating to these sites, but large embedded demand sites without any generation cannot be registered as a BM Unit. The equipment within each BM Unit is independent of other Units, and is metered separately. Do I need to do anything before registering one? You need to Qualify as a Generator to register Embedded BM Units. Visit the Market Entry page or BSCP65: Registration of Parties and Exit Procedures for more details. Before you submit the BM Unit registration form, you must contact National Grid, to discuss any obligations and sign the necessary contractual agreements. National Grid will give you National Grid BMU Names. What forms do I need to fill in? BSCP15/4.1 gives general details of the BM Unit(s) you’re registering. This must be sent to the Central Registration Agent (CRA) 30 Working Days (standard BM Unit) or 60 Working Days (non-standard BM Unit) before the Effective From Date. BSCP20/4.1 registers the Metering Systems related to your BM Unit(s). BSCP20/4.3 registers the Meter Technical Details (MTDs) related to your BM Unit(s), and is submitted by the Meter Operator Agent (MOA). BSCP75/4.2 details the Aggregation Rules for the BM Unit(s) which must include Line Loss Factors. BSCP02 details the Proving Test that your MOA must carry out on the Metering Equipment You must also provide a single electrical line diagram of the site showing the metering points and commercial interface. What information do I provide on the BSCP15/4.1 form? The NG BM Unit ID is provided by National Grid. The BM Unit ID has a prefix of ‘E_’ followed by the NG BM Unit ID. The BM Unit Type is ‘E’ for Embedded. The BM Unit Configuration depends on what type of Unit it is - please check the list at the bottom of the form. You need to enter the Generation Capacity (GC) and Demand Capacity (DC) of each BM Unit, as well as the Final Physical Notification (FPN) Flag. If the BM Unit will be Exempt Export (see below for more details), you must put ‘Y’ in the relevant column, and enter a P/C Flag. Finally, you need to state the date on which the BM Unit will become effective. What other information Embedded BM Units need Line Loss Factors (LLFs) for use in their is needed? Aggregation Rules. The relevant Licensed Distribution System Operator (LDSO) is responsible for submitting them within the LLF timescales in BSCP128: Production, Submission, Audit and Approval of Line Loss Factors. If you register the BM Unit(s) as Exempt Export, refer to the Exempt Export section, which covers additional processes that you need to follow. When do I need to You must submit your forms and the relevant information within the allotted submit these forms by? timescales in the BSCP. The lead time of 30 Working Days is a condition of the process. 28 September 2016 © ELEXON 2016 Version 5.0 Page 5 of 10 Interconnector BM Units What is an Interconnector BM Unit? Interconnector BM Units allow Parties to trade over a particular Interconnector, and always come in pairs. One of the Units is for electricity entering the System over the Interconnector (Production), and the other is for electricity being taken off the System (Consumption). Each Interconnector has many pairs of these Units, one for each Party who has registered to use it. Interconnector BM Units work differently to other BM Units because the electricity is not metered for each Party’s BM Units. The Interconnector BM Unit Metered Volume is assigned by the Interconnector Error Administrator. Do I need to do anything before registering one? You need to Qualify as an Interconnector User to register Interconnector BM Units. Visit the Market Entry page or BSCP65: Registration of Parties and Exit Procedures for more details. Before submitting the BM Unit registration form, you must contact National Grid, to discuss any obligations and sign the necessary contractual agreements. National Grid will give you National Grid BMU names. What forms do I need to fill in? BSCP15/4.1 gives general details of the BM Unit(s) you’re registering. This What information do I provide on the BSCP15/4.1 form? The NG BM Unit ID is the ID provided by National Grid. must be sent to the Central Registration Agent (CRA) 30 Working Days before the Effective From Date. The BM Unit ID has a prefix of ‘I_’ followed by the NG BM Unit ID. The BM Unit Type is ‘I’ for Interconnector, and the BM Unit Configuration will be ‘IC’ for Interconnector Unit. For the importing BM Unit, enter a positive GC, a zero DC and a ‘P’ for P/C Flag. For the exporting BM Unit, enter a zero GC, a negative DC and a ‘C’ for the Flag. In both cases, the FPN Flag is ‘Y’. Finally, enter the Interconnector ID for the Interconnector these Units are for (i.e. FRANCE, MOYLE, BRITNED, EWIC), and the date that the BM Units will be effective from. What other information We don’t need any other information for Interconnector BM Units. is needed? When do I need to You must submit your forms and the relevant information within the allotted submit these forms by? timescales in the BSCP. The lead time of 30 Working Days is a condition of the process. 28 September 2016 © ELEXON 2016 Version 5.0 Page 6 of 10 Supplier BM Units What is a Supplier BM Unit? Supplier BM Units measure the amount of electricity supplied by Suppliers. Due to the high number of Supplier meters that exist, individually identifying them all is unfeasible. Instead, all the meters for a particular Supplier ID in a specific Grid Supply Point (GSP) Group are grouped into one Supplier BM Unit. When a Party signs up as a Supplier, they must register 14 ‘Base’ Supply BM Units, one for each GSP Group. All their supply and SVA registered embedded generation in a particular GSP Group will be allocated to the relevant BM Unit. A Party can register ‘Additional’ BM Units for particular sites within a GSP Group. Do I need to do anything before registering one? You need to Qualify as a Supplier to register Supplier BM Units. Visit the Market Entry page or BSCP65: Registration of Parties and Exit Procedures for more details. You register Base BM Units automatically when you become a Supplier. Additional Units can be registered at any time after that. In either case, the Effective Dates must be on or after the next eligible Market Domain Data (MDD) Go-Live Date. MDD Go-Live dates are published on the MDD Release Schedule. If you register Supplier BM Units, you need to complete the MDD process at the same time. What forms do I need to fill BSCP15/4.1 gives general details of the BM Unit(s) you’re registering. This in? must be sent to the Central Registration Agent (CRA) 30 Working Days before the Effective From Date. What information do I provide on the BSCP15/4.1 form? The Base BM Unit ID is 2__XPPPP000, where X is the relevant GSP Group letter and PPPP is your four-letter Supplier Market Participant Identifier (MPID). Additional BM Units are numbered sequentially, i.e. 001, 002 etc, within each GSP Group. If you are submitting FPNs, National Grid will provide you with the NG BM Unit ID. The BM Unit Type is ‘G’ if these are your Base BM Units, and ‘S’ if you are registering Additional BM Units. The BM Unit Configuration is either ‘BB’ for a Base Unit or ‘AB’ for an Additional Unit. You need to enter the Generation and Demand Capacities (GC and DC) of each BM Unit as well as the FPN Flag. Finally, you need to state the date on which the BM Unit will be effective from (this must be on or after the next eligible MDD Go-Live Date). What other information is needed? As part of the Supplier Registration process, you need to submit BSCP15/4.1 form when setting up Base BM Units. The Effective From Date must match the date from when you become a Supplier, which is determined by which version of MDD you are included in. For an Additional BM Unit, submit the BSCP15/4.1 form at least 30 Working Days before the Effective From Date, which should be on or after the next eligible MDD Go-Live Date. In either case, you must also complete the MDD process at the same time, as Supplier BM Units must also be registered in MDD. Visit the MDD page or BSCP509: Changes to Market Domain Data for more details. When do I need to submit these forms by? You must submit your forms and the relevant information within the allotted timescales in the BSCP. The lead time of 30 Working Days is a condition of the process. You must register all 14 Base BM Units, one for each GSP Group, even if you do not plan to use them all. 28 September 2016 © ELEXON 2016 Version 5.0 Page 7 of 10 Exempt Export BM Units What is an Exempt Export BM Unit? Some Generating Plants are ‘Exemptable’, which means that the Lead Party doesn’t need a Generation Licence. This benefits the responsible Party which is why we ensure that the Plant qualifies as Exemptable. What is the benefit of being Exempt Export? Depending on the size of the Plant, the benefits of being Exemptable apply to some or all of: Transmission Network Use of System (TNUoS) Charges; Balancing Services Use of System (BSUoS) Charges; and Transmission Losses. For Exempt Export BM Units, you declare your own P/C Flag. How can I nominate a BM Unit as Exemptable? BM Units are classed as Exempt under the Electricity Act, where small and medium generators do not require a generation licence. A BM Unit eligible to be Exemptable must apply for this status. You can do this with the initial BM Unit Registration, or separately at a later date. Note that an SVA Exempt Export BM Unit can only contain the Exemptable Generating Plant for which it is being registered, it cannot contain additional generation or demand. A Base BM Unit can be registered as Exemptable, if it contains a single Exemptable Generating Plant. Alternatively an Additional Supplier BM Unit can be registered for the Exemptable Generating Plant. What forms do I need to fill in? For CVA BM Units: For SVA BM Units: You must submit BSCP15/4.5A to apply for the Exempt Export status for a CVA-registered BM Unit and to choose the P/C Flag. You must submit BSCP15/4.9A to apply for the Exempt Export status for an SVA-registered BM Unit and to choose the P/C Flag. What other information For CVA BM Units: is needed? We need to check whether the BM Unit is eligible to be Exemptable. Once we’ve verified this, we will confirm or reject your application. For SVA BM Units: All you need to do is submit a BSCP15/4.9A form to us, and we will confirm the status. How do I change the P/C Flag? Exempt Export BM Units elect their own P/C Flag when they are first registered as exemptable using the BSCP15/4.5A (CVA) or BSCP15/4.9A (SVA) form. If the Lead Party wishes to change the P/C Flag of an Exempt Export BM Unit, the Lead Party must send us BSCP15/4.8 stating whether they will have a Production or Consumption Flag. How do I opt in or out of the Base Trading Unit? Embedded Exempt Export CVA BM Units can choose whether they will be part of the relevant Base Trading Unit or not. To do this, the Lead Party must send us BSCP31/4.8 stating whether they will be part of the Base Trading Unit or whether they will be a ‘Sole’ Trading Unit. If you do not say otherwise, the BM Unit will be added into the Base Trading Unit. 28 September 2016 © ELEXON 2016 Version 5.0 Page 8 of 10 Changing BM Unit Ownership Parties who own a BM Unit may want to transfer the ownership to another Party. There is a different procedure for transferring CVA and SVA BM Units. For more information on this process, refer to the Change of CVA BM Unit Lead Party (CoBLP) and Supplier ID Transfer guidance. Change of BM Unit Lead Party (CoBLP) Transfer of Supplier ID How do I transfer BM Units? To transfer CVA BM Units (such as Directly Connected or Embedded BM Units), the existing and the new Lead Party need to confirm the BM Units being transferred and the transfer date. This can only happen once both Parties have agreed. Supplier BM Units must be transferred as a set belonging to a particular Supplier ID. In this case, it is the Supplier ID that is being transferred, and the related BM Units move along with that. Each Party must confirm the details. What forms do I need to fill in? The existing Lead Party must submit BSCP15/4.11A with the BM Unit(s) that they are handing over, and the Effective To Date (ETD) of their ownership. The existing Lead Party must submit BSCP15/4.6A with the Supplier ID(s) that they are handing over, and the ETD of their ownership. The new Lead Party must submit BSCP15/4.11B with the BM Unit(s) they are taking on, and the Effective From Date of their ownership. This is the following calendar day from the existing Lead Party’s ETD. The new Lead Party must submit BSCP15/4.6B with the Supplier ID(s) that they are taking on, and the EFD of their ownership. This is the following calendar day from the existing Lead Party’s ETD. When do I need to submit these forms by? Both Parties need to send their forms with enough lead time to process the transfer. We need to receive the forms at least five Working Days ahead of the transfer taking place. If any of the BM Units being transferred submit FPNs, we will inform National Grid of the proposed transfer and a lead time of up to 30 Working Days may be required. The lead time for this is within two Working Days after both forms have been submitted. As long as the forms are correct, and the new Lead Party has fully Acceded and Qualified as a Supplier, the ID and related BM Units can be transferred. What else should I note? If the Change of Balancing Mechanism Unit Lead Party (CoBLP) involves BM Units in a Trading Unit, this generally won’t affect the configuration unless one of the Parties (usually the new Lead Party) wants to make a change. In this case the new Lead Party may wish to be excluded from the Trading Unit, and you need to complete BSCP31/4.6. If the existing Lead Party is transferring their last Supplier ID, they must also complete a BSCP65/01 form to deregister their Supplier Role. 28 September 2016 © ELEXON 2016 Version 5.0 Page 9 of 10 Offshore BM Units Registering an offshore BM Unit is no different to registering an onshore BM Unit. All offshore BM Units are Transmission Connected, so they are registered as Directly Connected (T_) BM Units. You still need to fill out the same forms within the same timescales. There is the option of combining multiple offshore Power Park Modules into a single BM Unit, a Combined Offshore Power Park Module (COBMU). National Grid must approve this configuration in each case - we will confirm this with them before progressing applications. Switching Groups Offshore and onshore Power Park strings can be moved between BM Units. You can set the relevant BM Units up in a Switching Group, and opt to run the relevant strings in any of the BM Units within that Group. To set this up, you must enter the relevant details in the table at the end of the BSCP15/4.1 form as well as submitting the applicable Aggregation Rules (BSCP75) for all setups when you are registering. Need more information? For more information please contact the BSC Service Desk at [email protected] or call 0870 010 6950. You can find out more here: Change of CVA BM Unit Lead Party (CoBLP) and Supplier ID Transfer Process Trading Units Embedded Generation and Embedded Benefits Production/Consumption Flag 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 noncommercial 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. 28 September 2016 © ELEXON 2016 Version 5.0 Page 10 of 10
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