Performance Assurance Reporting Catalogue - Annual Review
Date of latest update
Type
Change
ID
R0238
Change Category
Change Path
Priority
Urgent
No
Latest Update
This Change Proposal has been implemented as part of the REC Release on 27 June 2025.
Summary
As part of the Performance Assurance operating plan we are required to review the PARC on an annual basis to identify any changed required. This exercise has been completed and a small number of minor changes identified including updating reference material to reflect other changes to Performance Assurance artifacts (e.g. updates to the Retail Risk Register)
Change Plan
Proposal Plan Approved
Completed
Start:
Due:
Completion:
18 Feb 2025Status
Implementation Date
27 June 2025
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed Solution Document
Document title
Performance Assurance Review Catalogue R0238 - v0.1
Archive
Off
Problem Statement
As part of the Performance Assurance Operating Plan, REC Performance Assurance are required to review the PARC on an annual basis to identify any changed required. The REC PAB has conducted their 2024 review of the PARC and proposed changes to update to Version 5.1. If the PARC is not kept up to date, this can lead to confusion for Parties. With some of the changes identified correcting typographic errors that can cause errors by Parties when they are uploading data.
Stages Selection
SME
SME Role
Lead Technical Analyst
SME Role
Lead Assurance Analyst
SME User
awaghorn@deloitte.co.uk
R0238 - Change Report (Impact Assessment) v1.0
R0238 - Change Report (Proposal Plan - Approved) v1.0 18.02.2025
Change Proposal form
R0238 - Consolidated Impact Assessment Responses V1.0
R0238 - Change Report (Consultation) V1.0
R0238 - Consolidated Consultation Responses (23.04.2025)
R0238 - Change Report (Final Recommendation) V2.0 (Post-Vote) 27.05.2025
Company Name
-
Review status
Review required
Erroneous Switch Review: CSS Solution
Date of latest update
Type
Issue
ID
I0237
Change Category
Change Path
Priority
Urgent
No
Latest Update
26/06/2026 On 25 June 2026, the REC Change Panel approved this extension to plan.
Summary
The current solution for Erroneous Switch (ES) resolution is failing some Consumers, there are gaps in the process and several areas that could be considered for improvement. It has been a number of years since the process has been reviewed end to end. Since then, Faster Switching has been introduced and MHHS is on the horizon.
Impacted REC Documents
Impacted REC Parties and Market Participants
Status
Status
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed Solution Document
Document title
I0237 Erroneous Switch Draft Guidance Document V0.2
Archive
Off
Problem Statement
ES obligations are a key Consumer-impacting process which facilitate the quick resolution of Consumer detriment as efficiently as possible and requires an end-to-end review.
Stages Selection
Stages Selection
SME
SME Role
Lead Technical Analyst
SME User
vaishnsharma@deloitte.co.uk
Change proposal Form
I0237 - Change Report (Proposal plan) Approved 17.06.2025
I0237 Change Proposal Re Plan V2.0
I0237 Extension to Plan V1.0 Approved 25.06.2026
Company Name
-
Review status
Review required
REC Party Auto de-accession proposal
Date of latest update
Type
Change
ID
R0236
Change Category
Change Path
Priority
Urgent
No
Latest Update
This Change Proposal has been implemented as part of the REC Release on 27 June 2025.
Summary
Update the REC to allow the option of any Party who has not proceeded to pursue Certification within 12 months of accession, and has not contacted the REC Code Manager in at least 6 months to indicate they wish to do so/remain acceded, to be removed without further contact or confirmation with that Party.
Change Plan
Change Report (Proposal Plan) approved by Change Panel
Completed
Start:
Due:
Completion:
04 Mar 2025Status
Implementation Date
27 June 2025
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed Solution Document
Document title
I0236 - Legal Drafting v0.1
Archive
Off
Problem Statement
There are many Parties who have acceded to the REC but not Qualified within 12 months of accession, and who have not contacted the Code Manager within 6 months. This may cause confusion for Parties in knowing which other organisations have Qualified for roles under the REC.
Stages Selection
SME
SME Role
Lead Assurance Analyst
SME User
vaishnsharma@deloitte.co.uk
I0236 - Submission Form v1.0 - REC Party Auto de-accession proposal.docx
I0236 Change Report (Proposal Plan) v1.0 Approved 04.03.25
I0236 Consolidated Impact Assessment Responses v1.0
R0236 - Change Report (For Consultation) V1.0 (09.04.2025)
R0236 Consolidated Consultation Responses v1.0
R0236 Change Report (Final Recommendation) V1.0 Approved 03.06.25
Company Name
-
Review status
Review required
Non-Domestic Change of Occupier SDEP Screens (R0155 Solution)
Date of latest update
Type
Change
ID
R0232
Change Category
Change Path
Priority
Urgent
No
Latest Update
This Change Proposal was implemented as part of the 7 November 2025 REC Release.
Summary
This Issue has been raised to develop the dedicated Non-Domestic Change of Occupier SDEP screens that were not possible as part of R0155 – Change of Occupier: Evidentiary Standards and Timescales. Should this Issue progress with a developed solution, the new dedicated Non-Domestic Change of Occupier screens would replace the temporary work around provided as a temporary workaround in the R0155 solution.
Impacted REC Services
Impacted REC Parties and Market Participants
Status
Implementation Date
07 November 2025
| Included changes | Affected REC Items | |
|---|---|---|
| R0003 | Market-wide Half-Hourly Settlement Implementation |
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
- The solution will be developed through the Change Issues Group. Attendees will be invited to discuss and determine the requirements for the dedicated Non-Domestic Change of Occupier SDEP screens (a separate screen will be required for both Gas and Electricity). The solution will also require reporting for Performance Assurance and will include a plan for queries raised at cut over and data retention obligations. To help drive those discussions a starting point could be as follows: • Meter Point X Number (MPxN) • Multi MPxN flag – i.e. are there more than one • Date of CoO • Number of attachments • Accept evidence - Y / N – only available to the receiving supplier • Additional info – must be populated if N Auto populate: • Date of creation, date of response. • The Service Level Agreement (SLA) is 10 Working Days so it will need the RAG status based on that. Escalations screens – as per the standard REC escalations – including MPxN, date of creation and number of attachments. As part of any solution, the Code Manager will also update the non-mandatory Non-Domestic Change of Occupier Guidance Document to include further details on the newly dedicated SDEP screens, as well as further training material for Energy Suppliers.
Problem Statement
Due to the MHHS Code Freeze, newly dedicated Non-Domestic Change of Occupier SDEP screens could not be implemented as part of the R0155 solution and instead the use of re-purposed, existing screens was proposed as a temporary workaround. Energy Suppliers were clear in their responses to the R0155 impact assessment and consultation that using a temporary work around (with the temporary solution being the use of existing screens PT0056 and PT0067) would create additional workload and risk and that newly dedicated SDEP screens for Non-Domestic Change of Occupiers would still be required.
Stages Selection
SME
SME Role
Lead Technical Analyst
I0232 - Non-Domestic Change of Occupier SDEP Screens (R0155 Solution) - Issue form
I0232 - Non-Domestic Change of Occupier SDEP Screens (R0155 Solution) - Change Report (Proposal Plan) V2.0 (17.06.2025)
I0232 - Non-Domestic Change of Occupier SDEP Screens (R0155 Solution) - Change Report (Impact Assessment) 13.03.2025
R0232 - Non-Domestic Change of Occupier SDEP Screens (R0155 Solution) - Change Report (For Consultation) 05.08.2025
I0232 - Consolidated Impact Assessment Responses (Non-Confidential) 08.04.2025
R0232 - Non-Confidential Consolidated Consultation Responses (02.09.2025)
R0232 - Change Report (Final Recommendation) V2.0 (Approved) 16.09.2025
SDEP User Training Deck v2.0
I0232 - Extension to Plan V1.0 (06.06.2025) Approved
Company Name
-
Review status
Review required
Agile Reporting within CSS
Date of latest update
Type
Change
ID
R0224
Change Path
Priority
Urgent
No
Latest Update
18/03/2026 - An update to plan has been published for consideration at the Technical Expert Panel on 25 March 26.
Summary
As part of the impact assessment process for R0115, it was identified that it is very costly and time consuming to make reporting changes within the CSS architecture. As such, we would like to explore enabling agile reporting within the CSS ecosystem, by creating a functionality that consolidates all necessary data into a single, centralised database.
Impacted REC Documents
Impacted REC Services
Impacted REC Parties and Market Participants
Status
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Problem Statement
Current CSS arrangements mean that REC Changes designed to facilitate access to CSS data are more onerous that they need to be. Current arrangements are costly and have relatively long lead-times. This Issue seeks to explore changing the way that the CSS data can be accessed.
Stages Selection
SME
SME Role
Lead Technical Analyst
SME User
maxime.van-eyseren@capgemini.com
SME Role
Lead Assurance Analyst
SME User
vaishnsharma@deloitte.co.uk
Proposal Form - Agile reporting within CSS
I0224 Change Report (Plan) (Approved) V1.0 21.01.25
Change Proposal Re-Plan Approved
Solution/Business Case report
R0224 update to plan 18.03.26
R0224 update to plan 19 May 2026
Company Name
-
Review status
Review required
Reconciliation of Unallocatable Transactions Review
Date of latest update
Type
Change
ID
R0223
Change Category
Change Path
Priority
Urgent
No
Latest Update
22/09/25 - This Change Proposal has been implemented as part of the MHHS M8 22 September 2025 REC Release.
Summary
The process for Reconciliation of Unallocatable Transactions is set out in Section 10 of Schedule 11. During the most recent reconciliation delivery (the gas process from July 2024) several areas of improvement were identified, critically a lack of clarity regarding historic Supplier Licences and how to include or exclude them from the calculations. The Code Manager believes that this lack of clarity and past precedent would lead to material impact on one or more Party.
Change Plan
Findings from Information Request were presented at Change Issues Group
Completed
Start:
Due:
Completion:
06 Feb 2025Impacted REC Documents
Impacted REC Parties and Market Participants
Status
Implementation Date
MHHS Programme Milestone M8 (Code changes delivered)
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
- A review of the process with specific regard to: - Clarity within the process regarding historic Supplier Licences - Alignment between fuels - Re-introducing an independent audit.
Proposed Solution Document
Document title
Schedule 11 - Prepayment Arrangements (I0223 - Party Impact Assessment) 05.06.2025
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Document title
Extract - Schedule 11 - Prepayment Arrangements (I0223 - Party Impact Assessment) 05.06.2025
Archive
Off
Document title
Schedule 11 - Prepayment Arrangements (R0223 - Consultation) 24.07.2025
Archive
Off
Document title
Extract - Schedule 11 - Prepayment Arrangements (R0223 - Consultation) 24.07.2025
Archive
Off
Document title
Schedule 11 - Prepayment Arrangements (R0223 - Final Recommendation) 18.08.2025
Archive
Off
Document title
Extract - Schedule 11 - Prepayment Arrangements (R0223 - Final Recommendation) 18.08.2025
Archive
Off
Problem Statement
During the most recent reconciliation delivery (the gas process from July 2024) several areas of improvement were identified, critically a lack of clarity regarding historic Supplier Licences and how to include or exclude them from the calculations.
Stages Selection
SME
SME Role
Lead Technical Analyst
SME Role
Lead Assurance Analyst
SME User
vaishnsharma@deloitte.co.uk
I0223 - Submission Form
I0223 - Information Request Responses
I0223 - Change Report (Proposal Plan) V2.0 (Approved) 20.05.2025
I0223 - Proposal Plan Update V1.0 (Approved) 20.05.2025
I0223 - Change Report (Impact Assessment) V1.0 (06.06.2025)
I0223 - Party Impact Assessment Consolidated Responses V1.0 (11.07.2025)
R0223 - Change Report (For Consultation) V1.0 (24.07.2025)
R0223 - Change Report (Final Recommendation) V2.0 (Approved) 02.09.2025
Company Name
-
Review status
Review required
Proposal to Enable Broader Use of Retail Energy Location (REL) Data for Non-Switching Applications
Date of latest update
Type
Issue
ID
I0218
Change Category
Change Path
Priority
Urgent
No
Latest Update
04/08/2026 - On 04 August 2026, the REC Change Panel approved the extension to plan for I0218. Service Provider Impact Assessments are in progress.
Summary
The problem being addressed is the current restriction within the Retail Energy Code (REC) that limits the use of Retail Energy Location (REL) data solely to switching purposes. This restriction prevents the full utilisation of REL data, which could be valuable for a broader range of operational, regulatory, and industry applications. Key Issues: - Currently, REL data, enriched with Unique Property Reference Numbers (UPRNs), is available via the Electricity and Gas Enquiry Services. However, Schedule 29 (Address Management) of the REC restricts its use to switching purposes only, preventing its use in other important industry initiatives. - Various industry stakeholders, including REC and non-REC data requestors as well as Ofgem (the regulator), have expressed a strong interest in utilising REL data for non-switching purposes. The restriction is seen as a limitation, especially for initiatives that require accurate property data to support wider operational and regulatory functions. - By restricting the use of REL data to switching, stakeholders are unable to fully leverage it for improving operational efficiency, regulatory compliance, and overall service delivery. Lifting this restriction would enable the wider use of REL data, allowing stakeholders to benefit from its full potential across various non-switching applications.
Change Plan
Proposal plan approved at Change Panel
Completed
Start:
Due:
Completion:
21 Jan 2025Extension to Proposal Plan approved by REC Change Panel
Completed
Start:
Due:
Completion:
06 May 2025Impacted Consumers
Impacted REC Documents
Impacted REC Services
Status
Status
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
- RECCo would acquire a AddressBase Core license from Ordinance Survey and the REC would be updated to allow parties to take full advantage of this data. In order for parties to use the REL data, they would need to acquire an AddressBase Premium license from Ordinance Survey or other relevant license.
Problem Statement
Retail Energy Location (REL) data currently is not permitted for uses such as improving customer service and streamlining internal processes. This means that stakeholders, such as Ofgem and data requestors, have been unable to benefit from this data and Consumers are therefore unable to benefit from the full potential use of their data.
Stages Selection
Stages Selection
SME
SME Role
Lead Technical Analyst
SME User
rosalind.timperley
SME Role
Lead Assurance Analyst
SME User
amoden@deloitte.co.uk
Issue proposal form
I0218 - Change Report (Proposal Plan) V2.0 (07.05.2025)
I0218 - Extension to Plan V1.0 (06.05.2025) (Approved)
I0218 - Update to Plan V2.0 (09.09.2025) (Approved)
I0218 - Update to Plan V3.0 (18.11.2025) Approved
I0218 Extension to Plan V1.0 Pre-Approval
I0218 - Extension to Plan V2.0 (04.08.2026) Approved
Company Name
RECCo
Review status
Review required
Schedule 30 Switch Meter Reading Problems - Rejections and Timings
Date of latest update
Type
Change
ID
R0215
Change Category
Change Path
Priority
Urgent
No
Latest Update
This Change Proposal was implemented as part of the 7 November 2025 REC Release.
Summary
The Switch Meter Reading Problems processes do not appropriately describe the use of rejections. This inhibits Parties from operating the process as intended and may cause unnecessary delay to the production of an accurate and agreed Switching Meter Reading. Additionally, the Performance Assurance Reporting Catalogue (PARC) is missing key data items to allow Performance Assurance to more accurately assure Party performance against Risk Drivers 5.6 and 5.8. Rejection reasons do not appear to be being reviewed, nor are they understood to be end statuses for the process.
Status
Implementation Date
07 November 2025
| Included changes | Affected REC Items | |
|---|---|---|
| R0003 | Market-wide Half-Hourly Settlement Implementation |
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed Solution Document
Document title
I0215 Schedule 30 v0.1
Archive
Off
Document title
I0215 Schedule 30 v0.1 - pre MHHS version
Archive
Off
Document title
I0215 Schedule 30 v0.1 - post MHHS version
Archive
Off
Problem Statement
Suppliers may interact with the Missing Switch Read process in a way that is operationally standard for them, but not reflected in the Code. This means that the D0300 or SAR may either be escalated unnecessarily (including Performance Assurance checks), or may not be responded to, whilst still resolving the overall issue.
Stages Selection
SME
SME Role
Lead Assurance Analyst
SME User
beth.brown@capgemini.com
SME Role
Lead Assurance Analyst
SME User
vaishnsharma@deloitte.co.uk
RECRIG_24_0308 - Meeting Notes.pdf
Change Issue Proposal Form
RECRIG_24_0614 - Meeting Notes.pdf
I0215 Change Report (Plan) (Approved) V1.0 17.12.24
I0215 Rebaselined Plan v1.0 Approved 25.03.25
I0215 Consolidated Impact Assessment Responses v1.0
R0215 Change Report (For Consultation) V1.0
R0215 Consolidated Consultation Responses v1.0
R0215 Change Report (Final Recommendation) V1.0 Approved 17.06.25
Company Name
-
Review status
Review required
Multiple Switch Requests Increasing Objection Rate
Date of latest update
Type
Issue
ID
I0214
Change Category
Change Path
Priority
Urgent
No
Latest Update
20/05/2025 - the Code Manager has withdrawn this Issue, as there are no adequate solution options and minimal Consumer detriment. The adoption window has closed.
Summary
REC Parties have told the Code Manager that they are seeing multiple registrations attempts (10 plus attempts on consecutive days in some instances) on individual MPxNs. They are concerned about Consumer detriment as those trying to switch are not getting time to review objection related communications from their current Supplier to allow them to act and resolve the issue. This was initially presented as a non-domestic issue, but initial Code Manager investigations have also highlighted potential concern around proposed domestic transfers as well. There is also a risk of Party Performance impacts with initial analysis flagging potential impacts on Performance Assurance Risk Drivers, 8.9, 8.10 & 8.11.
Change Plan
Presented at Change Issues Group
Completed
Start:
Due:
Completion:
06 Mar 2025Impacted Consumers
Impacted REC Documents
Status
Status
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Problem Statement
Non-Domestic Consumers are having their Switch experience affected by multiple Objection attempts following a single initial attempt to register for their supply by a prospective gaining Supplier. This results in Consumer detriment, as multiple Objections result in repeated rounds of communications to the Supplier. This results from automated Registration systems employed by Non-Domestic Suppliers.
Stages Selection
Stages Selection
SME
SME Role
Lead Technical Analyst
SME User
maxime.van-eyseren@capgemini.com
SME Role
Lead Assurance Analyst
SME User
vaishnsharma@deloitte.co.uk
Change Issue Proposal Form
I0214 Change Report (Plan) (Approved) V1.0 17.12.24
I0214 Rebaselined Plan v1.0 Approved 28.03.25
Company Name
Code Manager
Review status
Review required
Introducing Third Party Intermediary (energy broker) assurance and accreditation (Alternate)
Date of latest update
Type
Change
ID
R0137A
Change Category
Urgent
No
Latest Update
16/05/2025 - the Authority have published their decision to reject R0137 and R0137A.
Summary
This change seeks to expand the obligation for Energy Suppliers to only work with TPIs who are adhering to principles as set out in the REC TPI Code of Practice to all Non-Domestic Consumers. It also looks to reduce the burden on Energy Suppliers having to perform their own audits by introducing a REC Services Accreditation Scheme and allowing companies to qualify as an Industry-Recognised Accreditation Body.
Impacted Consumers
Impacted REC Documents
Impacted REC Parties and Market Participants
Status
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed Solution Document
Document title
Legal Text R0137A Consultation
Archive
Off
Document title
Legal Text for R0137A - Final
Archive
Off
Problem Statement
Non-Domestic Consumers have more limited protections than Domestic and Microbusiness Consumers in the energy market, and so may not always experience best practice from all parties they interact with. The aim is to expand these protections while limiting the audit burdens on Suppliers and TPIs.
Stages Selection
SME
SME Role
Lead Assurance Analyst
SME User
amoden@deloitte.co.uk
R0137A Change Proposal Form
Authority decision on REC modification proposal R0137 and R0137A
Company Name
REC Code Manager
Review status
Review required