Article 19.1 Calculation of Balancing Energy and Imbalances

The activated energy for each Imbalance Settlement Period t shall be calculated separately for mFRR, aFRR and for purposes other than balancing. An upward activated energy shall be always calculated with a positive value, while the downward activated energy shall be always calculated with a negative value.
The activated Balancing Energy for mFRR is determined as follows:
a) The upward activated Balancing Energy mFRR, $(A B E_{e, t}^{α F R R, u p})$ , of a Balancing Service Entity e for an Imbalance Settlement Period t is (a) for Dispatchable Generating Units and Dispatchable RES Units Portfolios, the additional energy corresponding to the Adjusted Dispatch Instruction for mFRR and (b) for Dispatchable Load Portfolios, the reduction in energy absorption corresponding to the Adjusted Dispatch Instruction for mFRR, in accordance with the provisions of paragraph 5 of this article, and
b) The downward activated Balancing Energy mFRR, $(A B E_{e, t}^{α F R R, d n})$ , of an Balancing Service Entity e for a Balancing Settlement Period t is (a) with respect to the Dispatchable Generation Units and the Dispatchable RES Units Portfolios, the reduction of the energy corresponding to the Adjusted Dispatch Instruction for mFRR and (b) with respect to Dispatchable Load Portfolios, the increase in energy absorption corresponding to the Adjusted Dispatch Instruction for mFRR, as defined in paragraph 5 of this Article.
The activated Energy supplied for purposes other than balancing is defined as follows:
a) The upward activated energy for purposes other than balancing, $(A O E_{e, t}^{m F R R, u p})$ of a Balancing Service Entity e for an Imbalance Settlement Period t (is (a) for Dispatchable Generating Units and Dispatchable RES Units Portfolios, the additional energy corresponding to the Adjusted Dispatch Instruction for purposes other than balancing, and (b) for Dispatchable Load Portfolios, the reduction in energy absorption corresponding to the Adjusted Dispatch Instruction for purposes other than balancing, in accordance with the provisions of paragraph 5 of this Article, and
b) The downward activated energy for purposes other than balancing, $(A O E_{e, t}^{m F R R, d n})$ of a Balancing Service Entity e for an Imbalance Settlement Period t is (a) for Dispatchable Generating Units and Dispatchable RES Units Portfolios, the reduction in energy corresponding to the Adjusted Dispatch Instruction for purposes other than balancing, and (b) for Dispatchable Load Portfolios, the additional energy absorption corresponding to the Adjusted Dispatch Instruction for purposes other than balancing, in accordance with the provisions of paragraph 5 of this Article.
The Adjusted Dispatch Instruction and the activated energy shall be calculated according to the ‘Activated Balancing Energy Calculation Methodology’, which takes into account at least the actual availability of the Balancing Service Entities.
The mFRR Instructed Energy of a Balancing Services Entity e for a Balancing Settlement Period t, $I N S T_{e, t}^{m F R R}$ , shall be calculated as follows:
a) For Dispatchable Generation Units and for Dispatchable Intermittent RES Units Portfolios:
   $I N S T_{e, t}^{m F R R} = M S_{e, t} + A B E_{e, t}^{m F R R, u p} + A B E_{e, t}^{m F R R, d n} + A O E_{e, t}^{m F R R, u p} + A O E_{e, t}^{m F R R, d n}$
b) For Dispatchable Intermittent RES Units Portfolios:
   $I N S T_{e, t}^{m F R R} = B L_{e, t} + A B E_{e, t}^{m F R R, u p} + A B E_{e, t}^{m F R R, d n} + A O E_{e, t}^{m F R R, u p} + A O E_{e, t}^{m F R R, d n}$
c) For Dispatchable Load Portfolios (with the exception of Dispatchable Load Portfolios with pumped storage capability):
   $I N S T_{e, t}^{m F R R} = B L_{e, t} + M S_{e, t} - A B E_{e, t}^{m F R R, u p} - A B E_{e, t}^{m F R R, d n} - A O E_{e, t}^{m F R R, u p} - A O E_{e, t}^{m F R R, d n}$
d) For Dispatchable Load Portfolios with pumped storage capability:
   $I N S T_{e, t}^{m F R R} = M S_{e, t} - A B E_{e, t}^{m F R R, u p} - A B E_{e, t}^{m F R R, d n} - A O E_{e, t}^{m F R R, u p} - A O E_{e, t}^{m F R R, d n}$
where:
$M S_{e, t}$ the Market Schedule of the Balancing Services Entity e for the Balancing Settlement Period t, where a) for Dispatchable Generation Units and Dispatchable RES Units Portfolios is always positive (+) and refers to the generation level of the Entity,b) for Dispatchable Load Portfolios (with the exception of Dispatchable Load Portfolios with pumped storage capability) it refers to the differential quantities absorbed with respect to the corresponding Reference Load, which is negative (-) when it comes to reduced absorption or positive when it concerns increased absorption from the Portfolio, and (c) for Dispatchable Load Portfolios with pumped storage capability it is always positive (+) and refers to the absorption level of the Portfolio.
$A B E_{e, t}^{m F R R, u p}$ the upward activated Balancing Energy mFRR awarded to a Balancing Services Entity e for an Imbalance Settlement Period t.
$A B E_{e, t}^{m F R R, d n}$ the downward activated Balancing Energy mFRR awarded to a Balancing Services Entity e for an Imbalance Settlement Period t.
$A O E_{e, t}^{m F R R, u p}$ the upward activated energy mFRR for purposes other than balancing awarded to a Balancing Services Entity e for an Imbalance Settlement Period t.
$A O E_{e, t}^{m F R R, d n}$ the downward activated energy mFRR for purposes other than balancing awarded to a Balancing Services Entity e for an Imbalance Settlement Period t.
$B L_{e, t}$ the Balancing Services Entity's Reference Load e for the Balancing Settlement Period t, as calculated by the HETS Operator and corresponding to a) the electricity that would be generated by the Dispatchable RES Units Portfolio in the event of non-activation of the respective Balancing Energy Offers and b) the electricity that would have been absorbed from the Dispatchable Load Portfolio in the event of non-activation of the respective Balancing Energy Offers. Details and the rules for calculating the Baseline are provided in the "Baseline Calculation Methodology".
For calculation of the Instructed Energy mFRR, a tolerance limit may be set per category of Balancing Service Entity by decision of the RAEWW, subsequent to a proposal from the HETS Operator.
In the event that a Balancing Services Entity, e, operates under AGC, then the activated Balancing Energy for aFRR, $A B E_{e, i}^{a F R R}$ shall be calculated over a period of a minute i, as follows:
a) For Dispatchable Generating Units or Dispatchable Non-Intermittent RES Units Portfolios, the activated aFRR Balancing Energy $A B E_{e, i}^{a F R R}$ shall be equal to the integral of the difference between the measurements of the Supervisory Control and Data Acquisition System (SCADA) and the Instructed Energy, $I N S T_{e, i}^{m F R R}$ of the Entity e within minute i.
b) For Dispatchable Intermittent RES Units Portfolios, the activated aFRR Balancing Energy, $A B E_{e, i}^{a F R R}$ shall be equal to the integral of the difference between the measurements of the Supervisory Control and Data Acquisition System (SCADA) and the Reference Load, $B L_{e, i}$ of the Entity e within minute i.
c) For Dispatchable Load Portfolios, the activated aFRR Balancing Energy is $A B E_{e, i}^{a F R R}$ equal to the integral of the difference between, on the one hand, the measurements of the Supervisory Control and Data Acquisition System (SCADA) and, on the other, the sum of the Reference Load and Market Schedule, $B L_{e, i} + M S_{e, i}$ of the Entity e within minute i.
On the basis of the above calculations, when the activated aFRR Balancing Energy in minute i is positive, $A B E_{e, i}^{a F R R, u p}$ , it is considered to be upward, and when it is negative, it is considered to be downward, $A B E_{e, i}^{a F R R, d n}$ .
In the event that a Balancing Service Entity e operates under AGC during an Imbalance Settlement Period t, then the Instructed Energy, $I N S T_{e, t}$ is calculated as follows:
a) For Dispatchable Generation Units or a Dispatchable non-Intermittent RES Units Portfolio:
$I N S T_{e, t} = I N S T_{e, t}^{m F R R} + \sum_{i = 1}^{15} A B E_{e, i}^{a F R R, u p} + \sum_{i = 1}^{15} A B E_{e, i}^{a F R R, d n}$
b) For a Dispatchable Intermittent RES Units Portfolio:
$I N S T_{e, t} = B L_{e, t}^{} + \sum_{i = 1}^{15} A B E_{e, i}^{a F R R, u p} + \sum_{i = 1}^{15} A B E_{e, i}^{a F R R, d n}$
c) For Dispatchable Load Portfolios (with the exception of Dispatchable Load Portfolios with pumped storage capability):
$I N S T_{e, t} = B L_{e, t}^{} - \sum_{i = 1}^{15} A B E_{e, i}^{a F R R, u p} - \sum_{i = 1}^{15} A B E_{e, i}^{a F R R, d n}$
d) For Dispatchable Load Portfolios with pumped storage capability:
$I N S T_{e, t} = I N S T_{e, t}^{m F R R} - \sum_{i = 1}^{15} A B E_{e, i}^{a F R R, u p} - \sum_{i = 1}^{15} A B E_{e, i}^{a F R R, d n}$
In the event that a Balancing Service Entity e operates under AGC during an Imbalance Settlement Period t, then the Instructed Energy $I N S T_{e, t}$ is equal to the Instructed mFRR Energy $I N S T_{e, t}^{m F R R}$ .
In the event that the operation of a Balancing Services Entity, e, under AGC is suspended at the responsibility of the Entity for more than 5 minutes during a Balancing Settlement Period, t, then for that Balancing Settlement Period: (a) the entity shall not supply Balancing Energy, (b) The difference between the energy injected or absorbed and the Market Schedule or Reference Load is deemed to be an Imbalance, and (c) the entity shall not be remunerated for aFRR Balancing Energy.
The Imbalance of a Balance Responsible Entity providing Balancing Services, e, for an Imbalances Settlement Period t is equal to the difference between the quantity of energy that results on the basis of the Entity's certified measurement data $M Q_{e, t}$ and the Entity’s Market Schedule, $M S_{e, t}$ or the Reference Load, $B L_{e, t}$ , as given below:
a) for Dispatchable Generating Units or Dispatchable RES Units Portfolio:
   $I M B_{e, t} = M Q_{e, t} - M S_{e, t}$
b) for Dispatchable Load Portfolios (with the exception of Dispatchable Load Portfolios with pumped storage capability):
   $I M B_{e, t} = B L_{e, t} - M Q_{e, t}$
c) for Dispatchable Load Portfolios with pumped storage capability:
   $I M B_{e, t} = M S_{e, t} - M Q_{e, t}$
In the above functions, a positive sign corresponds to the injection of more energy or absorption of less energy by the Balance Responsible Entity, while a negative sign corresponds to the injection of less energy or absorption of more energy in relation to its Market Schedule.
The Imbalances adjustment of a Balancing Service Entity e that provides Balancing Energy for mFRR or energy for purposes other than balancing for an Imbalance Settlement Period t is given in the following functions:
a) for Dispatchable Generation Units or a Dispatchable Non-Intermittent RES Units Portfolio:
   $I M B A D J_{e, t} = M S_{e, t} - I N S T_{e, t}$
b) For Dispatchable Intermittent RES Units Portfolio:
   $I M B A D J_{e, t} = B L_{e, t} - I N S T_{e, t}$
c) for Dispatchable Load Portfolios (with the exception of Dispatchable Load Portfolios with pumped storage capability):
   $I M B A D J_{e, t} = I N S T_{e, t} - B L_{e, t}$
d) for Dispatchable Load Portfolios with pumped storage capability:
   $I M B A D J_{e, t} = I N S T_{e, t} - M S_{e, t}$
The Final Imbalance of a Balancing Services Entity e for a Balancing Settlement Period t is equal to the sum of the Imbalance and the Balancing Adjustment, as given below:
$F I M B_{e, t} = I M B_{e, t} + I M B A D J_{e, t}$
The Final Imbalance of a Balance Responsible Entity e that is not providing Balancing Services shall be equal to the Imbalance as calculated on the basis of paragraph 9 of this Article. In particular:
a) For non-Dispatchable RES Units Portfolio, RES Units Portfolio without Market Participation Obligation and Electricity Exports from the Interconnections, the Final Imbalance shall be equal to
$F I M B_{e, t} = M Q_{e, t} - M S_{e, t}$
b) For Load Portfolios and Electricity Exports from the Interconnections, the Final Imbalance shall be equal to
$F I M B_{e, t} = M S_{e, t} - M Q_{e, t}$
The Final Positive Imbalance (a) for Dispatchable Generating Units and Dispatchable RES Units Portfolios shall correspond to higher metered energy injection compared to the respective Adjusted Dispatch Instruction, and (b) for Dispatchable Load Portfolios and Dispatchable Load Portfolios with pumped storage capability to a lower metered energy absorption compared to the corresponding Adjusted Dispatch Instruction.
The Final Positive Imbalance (a) for Non-Dispatchable RES Units Portfolio and RES Units Portfolios without Market Participation Obligation shall correspond to higher metered energy injection compared to the respective Market Schedule, and (b) for Load Portfolios shall correspond to lower metered energy absorption compared to the respective Market Schedule.
The Final Negative Imbalance (a) for Dispatchable Generating Units and Dispatchable RES Units Portfolios shall correspond to lower metered energy injection in real time compared to the respective Adjusted Dispatch Instruction, and (b) for Dispatchable Load Portfolios and Dispatchable Load Portfolios with pumped storage capability to a higher metered energy absorption in real time compared to the corresponding Adjusted Dispatch Instruction.
The Final Negative Imbalance (a) for Non-Dispatchable RES Units Portfolio and RES Units Portfolios without Market Participation Obligation shall correspond to lower metered energy injection compared to the respective Market Schedule, and (b) for Load Portfolios shall correspond to higher metered energy consumption compared to the respective Market Schedule.
For the Imbalance Settlement Periods for which the entities are under Commissioning Operation or under Operation tests or under Prequalification Tests, the activated Balancing Energy and the Imbalances Adjustment will be equal to zero. The Final Imbalance of the above Balancing Service Entities is equal to the Imbalance as calculated in accordance with paragraph 9 of this Article.

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