Flex›Source - SWITCH User Documentation (2026)

Source - SWITCH User Documentation (2026)

Title: SWITCH — Användardokumentation (User Documentation) Publisher: E.ON Energidistribution / SWITCH team Date captured: 2026-04-06 Language: Swedish Pages: 90 Raw file: raw/SWITCH user docs.pdf

Summary

Comprehensive user documentation for the SWITCH platform. Covers both DSO (nätägare) and FSP (flexibilitetsleverantör) perspectives with step-by-step workflows, product descriptions, and UI reference. The document is the primary source for operational detail on how SWITCH works in practice — product structure, trading time windows, compensation formulas, procurement method (DIS), baseline methods, DSO role taxonomy, villkorade avtal automation, and resource qualification process.

Products

SWITCH supports three market products and one non-market mechanism:

Product (Swedish)AbbrevLead timeActivationCompensation
SäsongstillgänglighetSTM-1 (months before)DA or IDAvailability + activation
TillgänglighetsordrarTOD-7 to D-2DA onlyAvailability + activation
DirektordrarDOD-2 to H-4DA or IDActivation only
Villkorade avtal—Real-time (T=0)AutomaticNone (connection right)

Direktordrar has two variants:

  • DA (Day Ahead): orders D-2 10:30 to D-1 08:30; bid by D-1 09:00; clearing D-1 09:30–10:30
  • ID (Intraday): orders D-1 15:00 to H-4; bid by H-3; clearing H-3; activation H-2

Trading time windows

Precise D-X and H-X values (note: may vary per market depending on DSO configuration):

ProductDSO order windowFSP bid deadlineClearingActivation
STM-1 to W-2M-1 to W-2W-2D-1 09:30–10:30 or H-2 (ID)
TOD-7 to D-2 08:30From order creation to D-2 10:00D-2 10:30D-1 09:30–10:30
DO DAD-2 10:30 to D-1 08:30From order to D-1 09:00D-1 09:30–10:30D-1 09:30–10:30
DO IDD-1 15:00 to H-4From order to H-3H-3H-2

Compensation models

Delivery threshold

SWITCH uses 75% as the threshold for approved delivery (not 80% as in sthlmflex/NODES). Below 75% delivery: no payment at all. At or above 75%: proportional payment equal to delivery percentage.

Availability compensation

  • Set by DSO per market and hour; normally constant throughout the market period
  • In meshed networks: påverkansfaktor (impact factor, 0–1) applied — availability fee × resource size × factor
  • Df factor for uthållighet (endurance): Df = 0.5 + (RU/U) × 0.5, where RU = resource endurance, U = requested endurance. A resource with shorter endurance than requested receives proportionally less availability payment
  • Full formula: ME = availability fee (SEK) × resource size (MW) × påverkansfaktor × Df
  • After period: actual compensation = ME × average delivery percentage
  • ST penalty: if a resource has more than 5 failed activations, each additional failure deducts (count − 5) / total activations from the average delivery percentage

Activation compensation

  • FSP sets own price via bid; lowest price wins (“pay-as-bid”); bidding is blind — DSO and other FSPs cannot see bids
  • ≥75% delivery → proportional activation payment (delivery % × bid price)
  • <75% → no activation payment

Baseline (referensplan) methods

Three approved methods:

  1. Egen referensplan — FSP uploads own plan via UI or API; must be submitted by 09:30 D-1 for DA activation, H-4 for intraday
  2. Noll-referens — zero-reference; assumes 0 production/consumption as the baseline (suitable for resources that only produce/consume during activation)
  3. MBMA (meter before, meter after) — SWITCH calculates from resource metering data automatically; no FSP upload required

Note: cannot upload baselines for hours where an order has already been placed on the market.

Forecast requirements for DSOs

Product/activityRecommended forecast window
ST — need advisoryMonths (done outside SWITCH)
TO — need advisory3–7 days
DO — need advisory36–60 hours
ST/TO/DO — DA activation36–48 hours
ST/TO/DO — ID activation12–24 hours
Villkorade avtal — activation1–12 hours (or real-time measurement only)

Forecast data should be submitted as hourly or 15-minute average values with future timestamps. SWITCH can automatically generate orders and activate flexibility based on configured thresholds.

DSO market process (10 steps)

  1. Annonsering — DSO publishes market need for potential FSPs
  2. FSP recruitment — DSO actively recruits; FSPs register interest
  3. Procurement and application — DSO creates procurements; FSP applies
  4. Prequalification — DSO assesses based on application and grid analysis
  5. Contract — direct procurement or DIS (see below)
  6. FSP onboarding — SWITCH team sets up organization and accounts (on DSO request)
  7. Data verification — FSP tests in SWITCH QA environment (qa.switchmarket.se)
  8. Resource qualification — each resource reviewed and approved by DSO; impact factor configured
  9. Market period — market active for a winter or summer season
  10. Market close — DSO runs settlement and invoices FSPs

Timing: steps 1–3 take months; steps 4–8 take weeks; steps 9–10 last a season.

Additional FSPs can be prequalified during an active market period, especially under DIS.

DIS — Dynamiskt inköpssystem

E.ON’s procurement method for continuously recruiting FSPs while complying with LUF (Lag om upphandling inom försörjningssektorerna — public procurement law for utilities). DIS allows ongoing recruitment without hitting direct-procurement thresholds. SWITCH’s workflow is adapted to the DIS structure. DSOs can alternatively use direct procurement or bilateral agreements.

DSO roles

Recommended internal role structure for flexibility work:

  • Flexanalytiker — maps grid capacity challenges and identifies points suitable for flexibility; may also map large consumers and producers as potential FSPs
  • Marknadsansvarig — primary FSP contact; manages order volumes, defines activation/availability thresholds, selects and evaluates forecasts, handles resource qualification in SWITCH
  • Driftrepresentant — represents operations; coordinates with Marknadsansvarig; can use manual activation instructions for when and how much to buy
  • Controller — ongoing settlement monitoring and FSP billing
  • Superanvändare SWITCH — trains staff and FSPs; creates and configures stations and markets in SWITCH

One person may hold multiple roles.

Resource types

Resource qualification supports a classification by anläggningstyp (facility type):

  • 0: Annat (other)
  • 1: Batteri (battery)
  • 2: El-fjärrvärmeanläggning (electric district heating)
  • 3: Elbilsladdare (EV charger)
  • 4: Värmepump (heat pump)
  • 5: Reservkraft (emergency power / backup generator)

Minimum participation volume: 0.1 MW (aggregation permitted).

Station configuration (DSO)

Stations represent the constrained grid point. Key settings:

  • Mätning: measurement type (consumption / production direction)
  • Aktiveringsgräns: threshold above which activation should occur
  • Tillgänglighetsgräns: threshold above which availability should be procured
  • Prognosmodeller: which forecast series to use
  • Abonnemangsriktning: subscription direction — utmatning (injection) or uttag (withdrawal) — enabling both consumption and production markets

For villkorade avtal (gränsövervakning):

  • Övre gräns: maximum permitted power level
  • Ständtid: advance lead time before operation for forecast evaluation
  • Nedstyrningsprincip: LIFO (last in first out, default) or all simultaneously
  • Dynamic curtailment supported: SWITCH distributes the required power reduction across multiple customer installations proportionally

Villkorade avtal: OpenADR protocol

SWITCH uses OpenADR for automated communication with villkorade avtal customers:

  • SWITCH acts as VTN (Virtual Top Node): publishes control events when threshold exceeded
  • Customer systems implement VEN (Virtual End Node): poll or subscribe via webhooks
  • Each event contains: resource ID, start time, delivery period (15 minutes), type (consumption/production), maximum permitted power level
  • Customer VEN sends acknowledgement report for each received event
  • SWITCH validates delivery using 15-minute averaged measurements from customer installation
  • Re-triggering: if overloading continues after the first 15-minute period, new events are issued

SWITCH can automatically split required curtailment across multiple customer installations, only curtailing as much as necessary.

Multi-DSO revalidation

When multiple DSOs have both activated the same FSP resource and metering data was missing at validation time, the managing DSO can retroactively upload measurements. The uploaded data is used to validate delivery for all DSOs that activated from that resource — not just the uploading DSO. Other affected DSOs are notified by email.

Regulatory basis

§10 of Förordningen (2022:585) om elnätsverksamhet requires grid companies working with market-based flexibility procurement on local markets to develop standardized market products. SWITCH explicitly supports the standardized products submitted to Ei (Energimarknadsinspektionen). This is the legal foundation for product harmonization efforts.

Discrepancy: SMS notifications

The user documentation (captured 2026-04-06) still describes SMS notifications to FSPs upon activation for ST and TO products. This is a documentation error — SMS was a feature from the first SWITCH version (2019) but was removed in late 2025 for GDPR reasons. The docs have not yet been updated to reflect this removal. The authoritative record is in SWITCH › Recent feature additions.