{"product_id":"bess-bms-soh-batterihalsa-aggregator-2027","title":"Battery Storage 2027 – BMS Data, Battery Health (SoH) and Aggregator Handover | Word\/PDF\/Excel","description":"\n\u003cp\u003e\u003cstrong\u003eBattery storage 2027 – request BMS data, document battery health (SoH) and transfer data to an aggregator.\u003c\/strong\u003e Have you purchased stationary battery energy storage, but can only see the state of charge in an app? The EU Battery Regulation gives special rights to \u003cstrong\u003eread-only access to data in the Battery Management System (BMS)\u003c\/strong\u003e to the person who legally purchased the battery and certain actors trading on the buyer's behalf. This package provides structured Word\/PDF templates and Excel files to carry out a concrete, verifiable request and technical data test.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eShort answer:\u003c\/strong\u003e Five Swedish working templates, one Swedish user guide, one English User Guide and one Excel register. Each document is available in editable Word and searchable PDF, plus an Excel workbook with nine tabs: \u003cstrong\u003e7 DOCX + 7 PDF + 1 XLSX = 15 customer files\u003c\/strong\u003e in a digital ZIP. PDF is searchable and printable, not electronically fillable.\u003c\/p\u003e\n\u003cdiv style=\"border:2px solid #7da9c8;border-radius:9px;background:#eaf4fb;padding:20px;margin:18px 0\"\u003e\n\n\u003ch2 style=\"margin:0 0 9px\"\u003e01. Package contents\u003c\/h2\u003e\n\n\u003cp\u003e\u003cstrong\u003eFive Swedish working documents:\u003c\/strong\u003e formal BMS data request, data catalog for SoH and lifespan according to Annex VII, limited aggregator mandate, acceptance\/read test and non-conformance and escalation log. Also a Swedish user guide and English User Guide in Word\/PDF plus Excel with nine tabs. Total 15 files.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003cdiv style=\"border:2px solid #7da9c8;border-radius:9px;background:#f4f9fd;padding:20px;margin:18px 0\"\u003e\n\n\u003ch2 style=\"margin:0 0 9px\"\u003e02. What the files contain\u003c\/h2\u003e\n\n\u003cp\u003eFields for BESS ID, battery model, BMS version, buyer's right, legal purpose, read access, timestamps, remaining capacity, round-trip efficiency, self-discharge, cycle count, harmful operating events, authorized aggregator representative, test results and retest. \u003cstrong\u003eData access, technical operational approval and a complete battery passport are three different issues.\u003c\/strong\u003e Excel only checks that administrative information is present and never issues legal approval.\u003c\/p\u003e\n\n\n\u003c\/div\u003e\n\u003ch2\u003eWho is the package intended for?\u003c\/h2\u003e\n\u003cp\u003eBattery storage owners and property companies, solar installers, BESS and energy storage manufacturers, energy consultants, aggregator services, flexibility providers, independent operators and quality managers in Sweden. Particularly relevant when the battery manufacturer or system supplier has a closed BMS interface and the buyer needs to assess the battery's remaining lifespan or market value.\u003c\/p\u003e\n\u003ch2\u003eWhat does Article 14 of the Battery Regulation say?\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eArticle 14.1\u003c\/strong\u003e of \u003ca href=\"https:\/\/eur-lex.europa.eu\/eli\/reg\/2023\/1542\/oj\"\u003eRegulation (EU) 2023\/1542\u003c\/a\u003e has applied since \u003cstrong\u003e18 August 2024\u003c\/strong\u003e to stationary battery energy storage systems, among others. Current information on battery health parameters and expected lifespan, as specified in \u003cstrong\u003eAnnex VII\u003c\/strong\u003e, must be available in the battery management system (BMS).\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eArticle 14.2\u003c\/strong\u003e provides, with respect for the manufacturer's intellectual property rights, \u003cstrong\u003eread-only access on non-discriminatory terms\u003c\/strong\u003e to the person who legally purchased the battery, including specified independent actors or waste management operators and third parties acting on the buyer's behalf. The access applies to the specified purposes: making the energy storage available to independent aggregators or market operators, assessing residual value and remaining lifespan, or preparing certain reuse, repurposing and remanufacturing.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat is not included automatically:\u003c\/strong\u003e right to system administrator passwords, remote control, a specific API standard, unlimited access to other telemetry, or the right to participate in a specific support service market. The BMS manufacturer may have legitimate intellectual property rights. Commercial aggregation, electricity trading, grid terms, cybersecurity and operational reliability need to be regulated and tested separately.\u003c\/p\u003e\n\u003ch2\u003eAnnex VII – what data should be documented?\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003ePart A – battery health for stationary energy storage:\u003c\/strong\u003e (1) remaining capacity, (2) remaining power endurance \u003cem\u003ewhere possible\u003c\/em\u003e, (3) remaining round-trip efficiency \u003cem\u003ewhere possible\u003c\/em\u003e, (4) how the self-discharge rate develops and (5) ohmic resistance \u003cem\u003ewhere possible\u003c\/em\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003ePart B – expected lifespan:\u003c\/strong\u003e (6) manufacturing date and, where applicable, commissioning date, (7) energy throughput, (8) capacity throughput, (9) recording of harmful events such as deep discharge and operation at extreme temperatures and (10) number of equivalent full charge and discharge cycles.\u003c\/p\u003e\n\u003cp\u003eThe data catalog helps you distinguish between **missing mandatory information** and parameters that, according to the regulation, are only required where they are technically possible to provide. It is not acceptable to enter made-up measurements. Instead, note the BMS source, method, unit, time, and a verifiable explanation for a deficiency.\u003c\/p\u003e\n\u003ch2\u003eWhat happens on 18 February 2027?\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eArticle 77\u003c\/strong\u003e introduces a digital battery passport from \u003cstrong\u003e18 February 2027\u003c\/strong\u003e for industrial batteries with a capacity \u003cstrong\u003eover 2 kWh\u003c\/strong\u003e that are placed on the EU market or put into use within the scope of the provision. The passport must contain product and battery-specific information according to \u003cstrong\u003eAnnex XIII\u003c\/strong\u003e. Different information categories have different access levels, and it is not correct to claim that all passport fields must always be public.\u003c\/p\u003e\n\u003cp\u003eThe EU Commission's \u003ca href=\"https:\/\/single-market-economy.ec.europa.eu\/news\/guidance-support-preparations-digital-batteries-passport-2026-08-21_en\"\u003ebattery passport guidance from 21 August 2026\u003c\/a\u003e summarizes 71 data points and their applicability. Certain types of information will only become mandatory later or only in special situations. An older battery storage system placed on the market before 2027 will not automatically have the same passport obligation simply because the date passes; however, later repurposing or remanufacturing needs to be tested separately.\u003c\/p\u003e\n\u003ch2\u003eWhat is included in the 15 files?\u003c\/h2\u003e\n\u003cdiv style=\"overflow-x:auto\"\u003e\u003ctable style=\"border-collapse:collapse;width:100%;min-width:720px\"\u003e\n\n\u003cthead\u003e\u003ctr style=\"background:#deecf7\"\u003e\n\n\u003cth\u003eNo.\u003c\/th\u003e\n\n\u003cth\u003eDocument\u003c\/th\u003e\n\n\u003cth\u003ePurpose\u003c\/th\u003e\n\n\u003cth\u003eFormat\u003c\/th\u003e\n\n\n\u003c\/tr\u003e\u003c\/thead\u003e\n\n\u003ctbody\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003e01\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eRequest for read access to BMS data\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eProof of purchase, authorized purpose and substantive request according to Article 14.2.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003e02\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eData catalog – SoH and expected lifespan\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eAll ten parameters in Annex VII, data sources and conditional values.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003e03\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eProxy mandate for aggregator data\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eLimited read-only access for independent aggregator or proxy.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003e04\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eBMS handover and functional test\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eTest of read access, data freshness, technical documentation and non-conformance.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003e05\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eNon-conformance and escalation\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eDenied data access, missing parameter, request for correction and retest.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003e06\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eSwedish user guide\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eLegal scope, workflow, responsibility and four fictional use cases.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003e07\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eEnglish User Guide\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eEnglish instructions for the five Swedish working forms.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eWord + PDF\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\u003ctr\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003e08\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eExcel register with nine tabs\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eBESS installations, BMS access, SoH, lifespan, aggregator and non-conformances.\u003c\/td\u003e\n\n\u003ctd style=\"padding:9px;border-bottom:1px solid #d0e0eb\"\u003eExcel\u003c\/td\u003e\n\n\n\u003c\/tr\u003e\n\n\n\u003c\/tbody\u003e\n\n\n\u003c\/table\u003e\u003c\/div\u003e\n\u003ch2\u003eExcel register with nine tabs and 504 formulas\u003c\/h2\u003e\n\u003cp\u003e\u003cstrong\u003eStart\u003c\/strong\u003e – process and number of registered cases. \u003cstrong\u003eInstallations\u003c\/strong\u003e – BESS and owner\/battery reference. \u003cstrong\u003eBMS access\u003c\/strong\u003e – right of purchase, purpose and data request. \u003cstrong\u003eSoH data\u003c\/strong\u003e – five Part A parameters and basis status. \u003cstrong\u003eLifespan\u003c\/strong\u003e – five Part B parameters. \u003cstrong\u003eAggregator\u003c\/strong\u003e – proxy, validity and read-only mandate. \u003cstrong\u003eHandover\u003c\/strong\u003e – read test, timestamps and acceptance references. \u003cstrong\u003eNon-conformances\u003c\/strong\u003e – supplier response, correction and retest. \u003cstrong\u003eSources\u003c\/strong\u003e – official legal sources.\u003c\/p\u003e\n\u003cp\u003eThe formulas have passed five scenario tests: complete registered basis, missing conditional parameters, missing core data, empty registration row and failed read test. They show \u003cem\u003e”Missing core basis”\u003c\/em\u003e, \u003cem\u003e”TEST CONDITIONAL PARAMETERS”\u003c\/em\u003e, \u003cem\u003e”READ TEST FAILED – ACTION”\u003c\/em\u003e or \u003cem\u003e”Basis registered – MANUAL REVIEW”\u003c\/em\u003e. \u003cstrong\u003eNo status certifies the actual health of the battery or that data access according to Article 14 has been correctly provided.\u003c\/strong\u003e No fictional test cases remain in the delivery.\u003c\/p\u003e\n\u003ch2\u003eThree practical examples\u003c\/h2\u003e\n\u003col\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eThe property owner who only sees SoC in an app:\u003c\/strong\u003e The battery storage buyer requests current remaining capacity, energy throughput and other applicable Annex VII data with reference to Article 14.2. A brochure for a new battery does not replace relevant BMS data for the actual system.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eAggregator needs battery health:\u003c\/strong\u003e The battery owner gives a time-limited mandate for data reading. A check is made of data format, timestamps and authorization. The mandate does not cover operational commands, grid connection or an agreement on electricity market compensation.\u003c\/li\u003e\n\n\u003cli\u003e\n\n\u003cstrong\u003eBMS is missing ohmic resistance:\u003c\/strong\u003e Document that Annex VII states ”where possible” and request a technically verifiable explanation. An empty cell does not automatically mean the battery is faulty or that the supplier has met the requirements. Neither.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\u003ch2\u003eHow to use the package\u003c\/h2\u003e\n\u003col\u003e\n\n\u003cli\u003eIdentify the purchased battery system and the correct buyer, BMS version and desired legal purpose.\u003c\/li\u003e\n\n\u003cli\u003eSend the data request in document 01 and attach a secure reference to the proof of purchase\/mandate.\u003c\/li\u003e\n\n\u003cli\u003eInventory the ten Annex VII parameters in document 02, with value, unit, timestamp and source.\u003c\/li\u003e\n\n\u003cli\u003eCreate a limited aggregator proxy with document 03 – without automatic right to remote control.\u003c\/li\u003e\n\n\u003cli\u003ePerform read-only read test and quality control in document 04. Test the battery passport separately when Article 77 is applicable.\u003c\/li\u003e\n\n\u003cli\u003eFollow up non-conformances in document 05 and Excel; keep original proof in a protected archive.\u003c\/li\u003e\n\n\n\u003c\/ol\u003e\n\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\n\u003ch3\u003eMust the supplier give me access to the battery's SoH?\u003c\/h3\u003e\u003cp\u003eArticle 14.2 gives the legal buyer, for specified purposes, the right to read-only access to Annex VII data on non-discriminatory terms with respect for the manufacturer's IP. Assess that the current battery, role and purpose are covered.\u003c\/p\u003e\n\u003ch3\u003eWhat is the difference between SoC and SoH?\u003c\/h3\u003e\u003cp\u003eSoC refers to approximately how charged the battery is right now. SoH refers to its health condition and remaining performance. An SoC indicator does not automatically provide access to the collective parameters of Annex VII.\u003c\/p\u003e\n\u003ch3\u003eCan an aggregator get its own read access without buying the battery?\u003c\/h3\u003e\u003cp\u003eArticle 14.2 also covers certain actors and third parties on the buyer's behalf for intended purposes. Use a documented power of attorney and test exact applicability; the right is not a general free pass to system access.\u003c\/p\u003e\n\u003ch3\u003eCan I request API, admin password or remote control?\u003c\/h3\u003e\u003cp\u003eThe rules refer to read-only access to certain battery data. They do not prescribe a specific technical API implementation or that the manufacturer must provide administrator passwords or remote control rights.\u003c\/p\u003e\n\u003ch3\u003eMust a stationary energy storage have a battery passport 2027?\u003c\/h3\u003e\u003cp\u003eIndustrial batteries over 2 kWh covered by Article 77 that are placed on the market or put into use from 18 February 2027 must have battery passports. Test category, capacity, date and any special circumstances; the battery passport requirement is separate from BMS data access.\u003c\/p\u003e\n\u003ch3\u003eWhat happens if a parameter is missing?\u003c\/h3\u003e\u003cp\u003eRecord the missing information, check if Annex VII uses the condition ”where possible” and request an actual explanation. The assessment is made manually and is not supported by an automatic legal decision in Excel.\u003c\/p\u003e\n\u003ch3\u003eIs Excel a technical BMS connection?\u003c\/h3\u003e\u003cp\u003eNo. The workbook is a manual documentation register without real-time connection, API, battery test or remote control.\u003c\/p\u003e\n\u003ch3\u003eAre all working templates in English?\u003c\/h3\u003e\u003cp\u003eThe five working templates and Excel are in Swedish. A separate English User Guide is included. All seven documents are delivered in Word and PDF.\u003c\/p\u003e\n\u003ch3\u003eHas a lawyer or accredited tester approved the product?\u003c\/h3\u003e\u003cp\u003eNo. It is AI-assisted, source-reviewed editable support documents, not an independent legal review, authority form, technical test certificate or complete battery passport platform.\u003c\/p\u003e\n\u003ch2\u003eRelated products on Mallbutiken\u003c\/h2\u003e\n\u003cp\u003eFor overall battery regulations, see \u003ca href=\"\/en\/products\/eu-batteriforordning-batteripass-2026-2027-svenska-english-qr-ce-due-diligence-word-pdf-excel\"\u003eEU Battery Regulation and battery passport\u003c\/a\u003e. For batteries that have been repurposed or put into use for another life cycle, see \u003ca href=\"\/en\/products\/batteripass-second-life-nytt-pass-och-originalpass-2027\"\u003eBattery passport 2027 – second life and traceability to the original battery\u003c\/a\u003e. This product focuses instead on \u003cstrong\u003ethe buyer's read access to current BMS data and a practical handover test to an aggregator\u003c\/strong\u003e.\u003c\/p\u003e\n\u003ch2\u003eOfficial legal sources and limitation of liability\u003c\/h2\u003e\n\u003cp\u003e\u003ca href=\"https:\/\/eur-lex.europa.eu\/eli\/reg\/2023\/1542\/oj\"\u003eRegulation (EU) 2023\/1542\u003c\/a\u003e, primarily Article 14 and Annex VII as well as Article 77 and Annex XIII; \u003ca href=\"https:\/\/single-market-economy.ec.europa.eu\/single-market\/digital-product-passport\/eu-digital-product-passport-faq-batteries_en\"\u003eEU Commission's Battery Passport FAQ\u003c\/a\u003e; \u003ca href=\"https:\/\/single-market-economy.ec.europa.eu\/news\/guidance-support-preparations-digital-batteries-passport-2026-08-21_en\"\u003ethe Commission's guidance published 21 August 2026\u003c\/a\u003e.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eVersion 1.0 · AI-assisted legal source control 12 November 2026.\u003c\/strong\u003e No independent legal, electrical safety, cybersecurity or BESS specialist review. Check the latest legal text, right of purchase, manufacturer's technical documentation and agreement before actual use. Digital files are linked to Shopify delivery only after a separate decision on publication.\u003c\/p\u003e","brand":"Svenska Dokumentmallar","offers":[{"title":"Default Title","offer_id":56599287529814,"sku":"BESS-BMS-SOH-2027-V1","price":79.0,"currency_code":"SEK","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0827\/2373\/3846\/files\/01_bess_huvudbild_1600.png?v=1794505979","url":"https:\/\/mallbutiken.se\/en\/products\/bess-bms-soh-batterihalsa-aggregator-2027","provider":"Mallbutiken","version":"1.0","type":"link"}