Add extracted tools: CitrineOS, OpenOCPP, ShapeShifter
- CitrineOS core extracted (CSMS OCPP 2.0.1) - OpenOCPP extracted (firmware OCPP 1.6J/2.0.1) - ShapeShifter library installed (pip install -e) - ShapeShifter specification extracted - EVerest extracted TODO updated with progress
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SPDX-FileCopyrightText: 2020-2023 Contributors to the Shapeshifter project
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SPDX-License-Identifier: Apache-2.0
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# Plan phase
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USEF’s plan phase aims to find an economically optimized program to supply the energy demand of both AGR and BRP portfolios for a certain period.
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In this phase, the AGR optimizes its portfolio and typically arbitrages between different flexibility markets to maximize the value of the available flexibility.
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The result of this process is a balanced portfolio.
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The exchange between AGR and BRP’s and corresponding trades on the energy markets are out-of-scope for UFTP.
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The result, however, will lead to a D-prognosis in the validate phase.
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The processes that take place during the plan phase are schematically depicted in the following figure.
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<figure markdown>
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{ .no-lightbox }
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<figcaption>General information flow in the Plan phase</figcaption>
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</figure>
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Since the list of connections belonging to a congestion point, and the list of customers that are served by the AGR, may switch from day to day, USEF specifies that this information is requested on a day-to-day basis.
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The AGRs portfolio optimization is out-of-scope and depicted only for reference.
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See [^3] for a detailed description of this process.
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For UFTP, it is important to realize that the AGR optimizes its portfolio based on its clients’ needs, optionally taking into account its long-term contractual obligations.
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For bilateral contracts, the DSO might provide a FlexReservationUpdate message e.g. signaling which part of the contracted volume is still reserved and which part is not needed and may be used for other purposes.
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This will typically re-trigger the AGRs portfolio optimization process. More information about the flex reservation mechanism is added in [Rationale for information exchange in flexibility request](../appendix/rationale-for-information-exchange-in-flexibility-request.md).
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[^3]: USEF, "USEF - The FrameWork Specifications 2015," 2015. [Online].
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