Qualification Process

The qualification process for any system operator (SO) may differ depending on how each chooses to run their procurement. The following details will explain each possible step within the qualification process. 

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Company Qualification

Piclo suggests using the DPS / Company qualification process as the easiest way to know that only pre-qualified companies are going to take part in your competitions. 

If a DPS structure is not used, then during the technical assessment of assets, an additional assessment of the company can be done at that time (there will be overlap between companies and competitions as multiple flexible service providers (FSPs) will compete in multiple competitions so an external system will be required to keep track of who's qualified to take part).

Automatic Technical Qualification

One of the key benefits of using Piclo is the automatic technical qualification of assets. This means that we assess every asset on the following criteria for every competition and visually display on the map if they qualify or not:

  • Location: assets must be either located inside the specific boundary or in the buffer area
  • Voltage: assets must be connected to a voltage level that matches the competition requirements
  • Deadline: assets must be uploaded before the qualification close deadline (as set in the Competitions file)
  • Capacity: assets must have a relevant capacity that matches the competition requirements
  • DPS: (If applicable) is the FSP who manages this asset approved on the DPS?

Competition Qualification

FSPs who have assets which have been automatically qualified by Piclo, are required to confirm entry or withdraw from each qualifying competition in order to complete the qualification process, and then be eligible to bid. Confirming competition entry sends a signal to the SO that a FSP intends to bid, which assists SOs in understanding who will bid into an upcoming competition round. 

Qualified Assets File

During the qualification period, the qualified assets file is a useful tool for SOs to use. To download this file, navigate to Manage > Qualified assets and download the qualified assets file selecting the green download button. This file contains all of the asset data points held within Piclo and has six tabs. The first tab is a 'README' page which is there to provide guidance on using the file. The following two provide qualifying asset data. The next two provide a mechanism by which the SO can disqualify an asset or qualify an asset that didn’t automatically qualify.  The final tab provides FSP contact information.

In the event that the SO is not using the DPS process to qualify the companies, this file also contains a cross-reference to the details held on each FSP company that has qualifying assets. 

This data can be used by the technical team to make a more detailed assessment on whether the asset does indeed qualify for the competition. For example the’ Meter ID’ can be checked to see if it is connected at the right point of the network, or assess if the asset's response time will comply. 

If an asset is qualifying at the time the competition opens, then that asset will be eligible to take part in the competition and bid for a flexibility services contract.

Qualification Overrides

On the fourth and fifth tabs within the qualified assets file, the SO can manually override an asset to either qualify or disqualify it. 

To override an asset within the qualified asset file, please follow the below instructions:

  1. Navigate to Manage > Qualified assets
  2. Download the qualified assets file by selecting the green download button
  3. Once the file has downloaded, there are two override tabs. Tab 4 is for overriding operational or in development assets. Tab 5 is for overriding planned assets. Navigate to the correct tab (see screenshot below to view the file and the correct tabs)
  4. Complete the required data. This includes the relevant asset ID, the competition ref of the competition the asset qualified for, the override status (‘Qualify’ or ‘Disqualify’) and the override reason
  5. Once the required data has been populated into the file, save the file and return to your Piclo account and upload the file via the choose file button. 
  6. Once the file has finished processing (this can take a few minutes), a new row will appear in the file history table.
  7. Within this row there are four columns to pay particular attention to; ‘created’, ‘error’, ‘updated’ and ‘unchanged’. These columns should correlate with the data populated within the asset file

Qualification Override Errors

Follow the below guidance if the qualification override has encountered errors:

  • If the number of created, updated or unchanged assets does not match with your expectations, check the number of ‘errors’ and read the error message(s). Select the ‘view’ button which will open a dropdown showing the row details which have resulted in an error.
  • Follow any suggestions presented where errors have occurred. This will require returning to the file that you have just uploaded to cross reference the current asset data to the ‘asset row’ number which identifies which asset had an error. 
  • Once all errors have been addressed, save that file and reload it to the account using the upload asset file process.
  • If the errors persist or it’s not clear what the solution is, please do contact support@picloflex.com

Technical qualification / PQQ

The technical qualification is a process which requires FSPs to supply further asset information which can then be assessed by the SO.

This process currently takes place outside of Piclo although we are in the process of integrating this onto the Piclo platform. Please do reach out to your account manager should you wish to have further details on this future capability. 

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