Increasing frequency of Annual portfolio reconciliation exercise to support Data Cleanse
Summary
This Issue seeks to explore making changes to both the frequency and turnaround time of the annual portfolio reconciliation exercise conducted by the CDSP.
Latest update and next planned activity
Date of latest update
Latest Update
02/09/26 - An update to plan has been published for consideration at MEP on 09 September 2026.
Impacts Overview
Impacted REC Parties and Market Participants
Energy Supplier
Meter Asset Manager
Impacted REC Documents
Schedule 14 - Metering Operations
Other Industry Codes impacted
Uniform Network Code (UNC)
Priority and rationale
Standard
Priority last updated on 29 May 2026
Change Reports, Impact Assessments, Consultations and Documents
Change Reports
Solution development
Problem Statement
The annual portfolio reconciliation exercise conducted by the CDSP on MAM-held Data Items is neither frequent enough nor is it expeditious enough, according to the Proposer. MAMs are being asked to reconcile Data Items several months after they were initially provided, which may impact the efficacy of the exercise if these Data Items have changes since they were initially submitted.
No documents available.
There is currently no Change Plan.
Original submission
Change details
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16 Apr 2025
Change details
Increasing frequency of Annual portfolio reconciliation exercise to support Data Cleanse
Data is not available to support industry data cleanse activity. Data Cleanse sprint 3, run by the REC Manager, requires the cleansing of Gas Metering data. This source data for this is the Annual reconciliation performed by the CDSP.
The impact of data cleanse activity is not able to be accurately evidenced.
Increasing the frequency of the reporting to a minimum of twice per year
Under the REC Schedule 14 Metering Operations paragraph 2.24.
For gas only, the Metering Equipment Manager shall participate in an annual portfolio reconciliation exercise. Gas Metering Equipment Managers shall provide the Annual Reconciliation Data Items (as defined in the Data Specification), for each Supply Meter Point for which a meter is installed, to the CDSP within 15 Working Days following the agreed extract date of 1 April each year.
For gas only, the Metering Equipment Manager shall participate in an annual portfolio reconciliation exercise. Gas Metering Equipment Managers shall provide the Annual Reconciliation Data Items (as defined in the Data Specification), for each Supply Meter Point for which a meter is installed, to the CDSP within 15 Working Days following the agreed extract date of 1 April each year.
Impacts
No details provided
Billing accuracy, Security of supply, Switching experience
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Schedule 14 - Metering Operations
Unclear where the CDSP requirement lies - potentially cross code impact to the UNC
No details provided
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No details provided
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No details provided
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No details provided
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No details provided
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Energy Suppliers, Meter Asset Manager
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Uniform Network Code (UNC)
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No details provided
Priority & timing
No
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No details provided
Billing accuracy, Security of supply, Switching experience
Activity
Change Report - Initial Assessment and Change Plan Report has been updated to Comments deadline for R0252 Change Proposal Re-Plan V5.0 02.09.26.pdf - 2026-09-09.
awaghorn@deloitte.co.uk, Orphaned SME: Lead Assurance Analyst have been allocated as SME.
Status has been changed to Issue Review.
awaghorn has been allocated as SME.