Performance Assurance Reporting Uniform Network Code 16 June 2015 Douglas Alexander

We’ll Cover What is reported? What is source of data? Who is our Audience? Performance Assurance Reporting

1 What is reported? Performance Assurance Reporting

Performance Assurance Objectives PAB (via ELEXON) provides independent assurance that: Energy is allocated between Trading Parties efficiently, equitably and accurately Suppliers and Supplier Agents transfer Metering Systems data efficiently and accurately Performance Assurance Reporting

We’ll Cover What is reported? Monthly Settlement Risk Report Technique Progress Report Supplier Charges Trading Operations Report Annual Performance Assurance Report Annual BSC Audit Report Technical Assurance Annual Report Supplier Dashboards Agent Dashboards Performance Assurance Reporting

Reporting – Monthly SRR Settlement Risk Report Top Settlement Risks Processing accurate meter readings Quality of metering details Timeliness of metering details Industry level trends Supplier performance Meter Operator performance Performance Assurance Reporting

Reporting – Monthly SRR Performance Assurance Reporting

Reporting – Monthly SRR Industry performance against Top Settlement Risks (published on ELEXON site) Performance Assurance Reporting

Reporting – Monthly SRR Confidential Section (not published) showing individual organisation’s performance for top Settlement Risks Suppliers Material Business Unit Details Performance Data Risk Supplier MPID Energy Share (SF) Number of D0268s in the Received in the Reporting Period (HM13) Number of D0268s that are resubmissions (HM13) Number of MSIDs affected by resent MSMTD (HM13) Percentage Accuracy of HH MTDs (HM13) Performance BUSRR Risk BUSRR ABCD 0.85% 2 1 50.00% RED AMBER EFGH 0.54% 11 81.82% IJKL 3.74% 385 12 96.88% MNOP 0.00% 111 3 97.30% GREEN QRST 0.05% 37 UVWX 2.77% 348 7 97.99% YZ12 0.63% 100 98.00% ABC1 0.01% 50 DEF2 2.18% 514 10 9 98.05% GHI3 6.83% 469 8 98.29% JKL4 12.10% 579 98.45% MNO5 3.64% 243 99.18% PQR6 15.48% 1,817 13 99.28% STU7 0.99% 145 99.31% VWX8 20.12% 882 5 99.43% RAG ratings for Suppliers in top 7 risks that can be measured RAG ratings for MOAs on four risks SR22,24,25 and 28. Performance Assurance Reporting

Reporting – Monthly SRR ELEXON commentary on:- Overall risk rating for each of the top Settlement Risk; Quality & timeliness of meter technical details; Overall NHH performance based on actual data; Overall HH performance based on actual data; By exception any poor performing GSP Groups and Suppliers; PAB asked to agree content of SRR and note any attachments. Performance Assurance Reporting

Reporting – Technique Progress Report ELEXON commentary on:- PAB Future Reporting; Update on EFR plans Technical Assurance Metering (TAA HH Metering checks); Timetable of other TA Checks planned; BSC Audit Status; Update on BSC Audit Market Issues. Points of note on any of the 16 Performance Assurance Techniques; Progress on parties in the Error & Failure Resolution process Performance Assurance Reporting

Reporting – Technique Progress Report ELEXON commentary on:- Future Qualification applications; Progress on PAB Strategy; Large EAC/AAs; Smart Metering; Electricity Market Reform; P272/300/320/322. Points of note on any of the 16 Performance Assurance Techniques; Progress on parties in the Error & Failure Resolution process Performance Assurance Reporting

Reporting – Supplier Charges The BSC determines that five PARMS Serials attract charges for failure; ELEXON provides:- a monthly Summary by GSP Group of charges; commentary where movement in charges caused by specific Party; details of Trading Party’s net position Performance Assurance Reporting

Reporting – Trading Operations Report What is the Trading Operations Report? The Trading Operations Report provides information on:- the state of the BSC market; including issues and incidents and a summary of the key events that may have had an impact on BSC Parties. The report contains various statistics for a range of key metrics and charts to provide an understanding of any underlying trends. The Trading Operations Report is produced on a calendar month basis to meet the schedule of BSC Panel meetings as published on the ELEXON website. It is also circulated to the Imbalance Settlement Group (ISG) and the Supplier Volume Allocation Group (SVG). Performance Assurance Reporting

Reporting – Annual Annual Performance Assurance Report Annual BSC Audit Report Technical Assurance Annual Report Performance Assurance Reporting

What is source of the data? 2 What is source of the data? Performance Assurance Reporting

Data Source – Settlement Risk Report Performance Assurance Reporting and Monitoring System PARMS Serial data (20) comes from :- • Suppliers • Supplier Agents - who provide data on behalf of their Suppliers • Supplier Meter Registration Agents (SMRAs) • Supplier Volume Allocation Agent (SVAA) Performance Assurance Reporting

Data Source – Settlement Risk Report Supplier, Meter Operator – 3 Serials used HM13 – Data Quality (MTDs) HM/NM12 – Missing MTDs Supplier Volume Allocation Agent (SVAA) NHH data (actual and estimated) HH data (actual and estimated) Performance Assurance Reporting

Data Source – Settlement Risk Report SRR – Market Indicators HM/NM 11 – Timely sending of MTDs HM/NM12 – Missing MTDs HM13 – Data Quality (MTDs) HM14 – Timely Meter Investigations SP11 – Timely appointment of HH/NHHMOA by Suppliers SP11 – Timely appointment of HH/NHHDC by Suppliers SP12 – Timely notification by Supplier of Change to HH/NHHDA SP13 – Timely notification by Supplier of Change to HH/NHHMOA SP14 – Timely notification by Supplier of Change to HH/NHHDC SP15 – Missing appointment of HH/NHH Agents NC11 – Missing NHH Meter Reads & History Performance Assurance Reporting

3 Who is our audience? Performance Assurance Reporting

Audience – Performance Assurance Board Monthly Settlement Risk Report (Confidential/Non- confidential) Supplier / Meter Operator Dashboards Technique Progress Report Supplier Charges Annual Performance Assurance Report Annual BSC Audit Report (Confidential/Non- confidential) Technical Assurance Annual Report (Confidential/Non- confidential) Performance Assurance Reporting

Audience – All Customers Monthly Settlement Risk Report (Non- confidential) Trading Operations Report Annual Performance Assurance Report Annual BSC Audit Report (Non- confidential) Technical Assurance Annual Report (Non- confidential) Performance Assurance Reporting

Questions ? Performance Assurance Reporting