Combined progression of Change Proposals R0058, R0104 and R0129

Date of latest update
Type
Change
ID
R0138
Change Category
Change Path
Priority
Urgent
No
Latest Update
03/11/23 - This change was implemented on 03 November 2023 as part of the November 2023 REC Release
Summary
This change seeks to efficiently address the issues raised under the following Change Proposals. R0058 – REC Services Procurement Clarification R0104 – Clarifying Requirement for Continuous Billing Following an Erroneous Switch R0129 – Clarifying Event of Default Requirements These Change Proposals have been identified by the Code Manager as requiring non-contentious, clarificatory and non-material alterations to the REC Legal Text only.
Proposer
Elise Handy
Change Plan

Preliminary Change Report published

Completed

Start:

04 Aug 2023

Due:

01 Sep 2023

Completion:

01 Sep 2023

Consultation close

Completed

Start:

01 Sep 2023

Due:

15 Sep 2023

Completion:

15 Sep 2023

Final Change Report published

Completed

Start:

15 Sep 2023

Due:

22 Sep 2023

Completion:

22 Sep 2023

Responsible Committee decision

Not Started

Start:

22 Sep 2023

Due:

03 Oct 2023

Completion:

Status
Implementation Date
Status Live
EMAR Version 03.11.2023_live

Documents

Name Version Last updated Actions
317 bytes
Version 1.0 - 08 Jun 2026 PDF - 317 bytes
1.0 08 Jun 2026
317 bytes
Version 1.0 - 08 Jun 2026 PDF - 317 bytes
1.0 08 Jun 2026
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As a Market Participant, I need the REC drafting to be accurate, so I can rely on it to ensure my processes and procedures correctly reflect my obligations. If there are mistakes or omissions, then it could cause issues with the effective operation and assurance of the retail energy market.
Proposed Solution Document
Document title
R0138 - Draft Legal Text
Archive
Off
Problem Statement
Three Change Proposals have been placed on hold due to having a low priority status. These proposals have been identified as having fully formed solutions, which are non-contentious and can be quickly implemented. This change seeks to address these Change Proposals so that they can be addressed, and their benefits realised.
DRAFT Change Proposal Form - Umbrella 2 CP.docx
R0138 - Initial Assessment Report (Approved) 15.08.2023
R0138 - Change Proposal Plan (Approved) 15.08.2023
R0138 - Consolidated Consultation Responses
R0138 - Preliminary Change Report v1.0 (01.09.2023) published for Consultation
R0138 - Final Change Report (Post-Vote) 03.10.2023
Company Name
-
Review status
Review required

Introducing Third Party Intermediary (energy broker) assurance and accreditation

Date of latest update
Type
Change
ID
R0137
Change Category
Urgent
No
Latest Update
16/05/2025 - The Authority has 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.
Proposer
Jon Dixon
Change Plan

Service Provider Impact Assessment opens

Completed

Start:

20 Jul 2023

Due:

05 Jul 2024

Completion:

05 Jul 2024

Service Provider Impact Assessment closes

Completed

Start:

05 Jul 2024

Due:

09 Aug 2024

Completion:

06 Aug 2024

Party Impact Assessment opens

Completed

Start:

09 Aug 2024

Due:

16 Aug 2024

Completion:

15 Aug 2024

Party Impact Assessment closes

Completed

Start:

16 Aug 2024

Due:

09 Sep 2024

Completion:

09 Sep 2024

Preliminary Change Report Issued

Completed

Start:

09 Sep 2024

Due:

08 Oct 2024

Completion:

08 Oct 2024

Responsible Committee Review

Completed

Start:

08 Oct 2024

Due:

15 Oct 2024

Completion:

15 Oct 2024

Consultation opens

Completed

Start:

15 Oct 2024

Due:

18 Oct 2024

Completion:

17 Oct 2024

Consultation closes

Not Started

Start:

18 Oct 2024

Due:

08 Nov 2024

Completion:

Responsible Committee Decision

Not Started

Start:

10 Dec 2024

Due:

17 Dec 2024

Completion:

Final Change Report issued

Not Started

Start:

08 Nov 2024

Due:

10 Dec 2024

Completion:

Sent to Authority for Determination

Not Started

Start:

17 Dec 2024

Due:

18 Dec 2024

Completion:

Impacted Consumers
Status
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As a Non-Domestic Consumer, I want to work with TPIs who are demonstrating best practice standards within the market.
  2. As a Non-Domestic Energy Supplier, I want clear obligations around my use of TPIs so I can demonstrate best practice standards within the market and ensure my audit obligations are met.
  3. As RECCo, I want to provide an assurance and accreditation scheme to register TPIs to remove the burden of Suppliers having to individually audit TPIs.
  4. As a Third Party Intermediary, I want clear obligations so I can become accredited and assure that Suppliers and Non-Domestic Consumers are receiving best practice standards within the market.
Proposed Solution Document
Document title
Legal Text for Party IA.zip
Archive
Off
Document title
R0137 Legal Text for Consultation
Archive
Off
Document title
R0137 Legal Text - 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
R0137 - Change Proposal Form External
R0137 Change Proposal Plan v1.0 (Approved)
R0137 Initial Assessment Report v1.1 (Approved)
R0137 Consolidated Impact Assessment Responses PUBLIC
R0137 and R0137A Change Report (For Consultation) V1.0
R0137 &R0137A Consolidated Consultation Responses PUBLIC v1.0
R0137 and R0137A Change Report (Post Vote) V1.0
Authority decision on REC modification proposal R0137 and R0137A
Company Name
RECCo
Review status
Review required

Change to REC Schedule 22 Market Stabilisation Charge (MSC)

Date of latest update
Type
Change
ID
R0136
Change Category
Change Path
Priority
Urgent
Yes
Latest Update
06/12/2023- This Change was implemented as part of the 6 December 2023 Extraordinary Release
Summary
This Change Proposal seeks to deliver two changes to REC Schedule 22 – Market Stabilisation Charge. The first change will update the statement timescales in Schedule 22 to ensure that this is appropriately aligned with the statement Schedule. The second change seeks to update the disputes Section (section 7) of Schedule 22 to include reference to Credit Advice Notes.
Proposer
Lynne Fallon
Change Plan

Impact Assessment and Change Proposal Plan Published

Completed

Start:

17 Jul 2023

Due:

25 Aug 2023

Completion:

25 Aug 2023

Preliminary Change Report Issued

Completed

Start:

25 Aug 2023

Due:

22 Sep 2023

Completion:

22 Sep 2023

Review of PCR by Change Panel

Completed

Start:

22 Sep 2023

Due:

03 Oct 2023

Completion:

03 Oct 2023

Consultation Started

Completed

Start:

03 Oct 2023

Due:

06 Oct 2023

Completion:

06 Oct 2023

Consultation Closes

Completed

Start:

06 Oct 2023

Due:

26 Oct 2023

Completion:

26 Oct 2023

Final Change Report Issued

Completed

Start:

26 Oct 2023

Due:

10 Nov 2023

Completion:

10 Nov 2023

Change Panel Decision

Completed

Start:

10 Nov 2023

Due:

21 Nov 2023

Completion:

21 Nov 2023
Status
Implementation Date
Status Live
EMAR Version 06.12.2023_live
Included changes Affected REC Items
R0106 Performance Assurance Report Catalogue V5.1
Implementation Status
Date Raised
Fuel
REC Decision Maker
Lead Analyst
Samantha Briggs
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As RECCo, I want the Retail Energy Code to specify my obligations, governance and charging mechanisms, so that I can effectively discharge obligations imposed by the Authority through the Licence Condition modification.
  2. As a Domestic Supplier, I want to understand how RECCo will calculate my credits and liabilities and when they will send statements, so that I can plan to review my invoices/credit notes prior to the receipt of monies owed or payments I need to make to RECCo or at an appropriate time for my organisation.
  3. As a Domestic Supplier, I want to understand how I can dispute a Credit Advice which I do not believe is accurate, so that I am able to raise a dispute/challenge compliantly.
Proposed Solution Document
Document title
R0136 - Draft Legal Text (10.11.2023)
Archive
Off
Problem Statement
Schedule 22 says that within 10 Working Days after the end of each MSC-4-Week Cycle, RECCo shall send each Energy Supplier a statement in respect of that MSC-4-Week Cycle. This contradicts the 15 days set out in the Process Maps shared with Parties during the development of the administration arrangements of the Market Stabilisation Charge. Additionally, suppliers are querying how they may raise a dispute when they believe they are not entitled to the monies stated on Credit Advice Notices as this process is not set out in the Schedule.
R0136 - Change Proposal Form
R0136 - Changes to Sche 22 - CPP v1.0 (Approved) 05.09.2023
R0136 - Changes to Sch 22 MSC IAR (Approved) v1.0 05.09.2023
R0136 - Preliminary Change Report - (Approved) 03.10.23
R0136 - Consolidated Consultation Response 10/11/2023
R0136 - Final Change Report v2.0 (Post-Vote) 21.11.2023
Company Name
RECCo
Review status
Review required

Add DESNZ to Schedule 12

Date of latest update
Type
Change
ID
R0135
Change Category
Change Path
Priority
Urgent
No
Latest Update
22/03/2024 - Withdrawn.
Summary
Empty
Proposer
Elise Handy
Impacted Consumers
Impacted REC Documents
Impacted REC Services
Status
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Stages Selection
R0135 - Change Proposal Form
Company Name
BEIS (Department for Business, Energy and Industrial Strategy)
Review status
Review required

Updates to the Data Access Matrix

Date of latest update
Type
Change
ID
R0130
Change Category
Change Path
Priority
Urgent
No
Latest Update
21/05/2024 - This change proposal has been withdrawn and the adoption window is closed. There is no longer the requirement for the requester to have Enquiry Services Data.
Summary
There are organisations that are named in Schedule 12 - Data Access that are not recorded in the gas and/or electricity Data Access Matrix (DAM). This means it is not possible for the Code Manager to provision them access. All organisations listed in Schedule 12 to access data in the REC should have an entry in the Data Access Matrices. This Change Proposal has been raised to review the Schedule and DAMs and take forward the necessary changes.
Proposer
Anton Moden
Impacted Consumers
Impacted REC Documents
Impacted REC Parties and Market Participants
Status
Implementation Status
Date Raised
Fuel
Date of Update to Priority
Solution Development
Stages Selection
R0130 - Change Proposal form (downloadable version) 16.06.2023
Company Name
REC Code Manager
Review status
Review required

Removal of CSS Business Rule 1177 to reflect OFAF optionality

Date of latest update
Type
Change
ID
R0128
Change Category
Change Path
Priority
Urgent
No
Latest Update
06/12/2023- This Change was implemented as part of the 6 December 2023 Extraordinary Release *No Market-wide Half Hourly Settlement impacts
Summary
This change looks to remove business rule 1177, from the Central Switching Service (CSS) Message Business Data Validation Rules, which mandates that all Suppliers have a ‘One Fail All Fail’ (OFAF) reference included in their Switching Operational Data record in CSS. This was not the intended design. CSS system functionality will be updated as part of an operational change, as agreed at Switching go-live. This change is required to align the Data Specification with the operation of the system.
Proposer
mark.pearce
Change Plan

Preliminary Change Report and Consultation Issued

Completed

Start:

16 Jun 2023

Due:

28 Jul 2023

Completion:

27 Jul 2023

Consultation Closed

Completed

Start:

28 Jul 2023

Due:

18 Aug 2023

Completion:

18 Aug 2023

Final Change Report published

Completed

Start:

18 Aug 2023

Due:

08 Sep 2023

Completion:

08 Sep 2023

Responsible Committee Decision

Completed

Start:

08 Sep 2023

Due:

27 Sep 2023

Completion:

15 Sep 2023

Appeal Window Closed

Completed

Start:

27 Sep 2023

Due:

02 Oct 2023

Completion:

02 Oct 2023
Impacted Consumers
Impacted REC Parties and Market Participants
Status
Implementation Date
Status Live
EMAR Version 06.12.2023_live
Included changes Affected REC Items
R0106 Performance Assurance Report Catalogue V5.1
Implementation Status
Date Raised
Fuel
REC Decision Maker
Lead Analyst
Harriet Truss
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As the Code Manager, I want the REC to reflect the intended design and align to the CSS functionality so that I do not need to operate a workaround As the Switching Operator, I want the REC Data Specification to reflect the functionality as designed so that my obligations are clear
  2. As an Energy Supplier, I want the SOD, relating to my Market Participant Identifier/s (MPIDs), to accurately record my OFAF reference so that my OFAF qualification status is clearly understood
Proposed Solution Document
Document title
R0128 Proposed Solution v1.0 (Initial Assessment) 11.07.2023
Archive
Off
Document title
R0128 Proposed Solution v1.0 (Approved) 18.09.2023
Archive
Off
Document title
R0128 - Draft Legal Text 27.07.2023
Archive
Off
Document title
R0128 - Approved Legal Text 18.09.23
Archive
Off
Problem Statement
As a Consumer, I want the operational switching processes to run efficiently so that my switching experience is not impacted
SME
SME Role
Lead Technical Analyst
R0128 - Change Proposal form (downloadable version) 16.06.2023
R0128 - Change Proposal Plan v1.0 (Pre-Approval) 11.07.2023
R0128 - Change Proposal Plan v1.0 (Approved) 18.07.2023
R0128 - Initial Assessment Report v1.0 (Approved) 18.07.2023
R0128 - Preliminary Change Report v1.0 (For Consultation) 27.07.2023
R0128 Consolidated Consultation Responses PUBLIC v1.0 08.09.23
R0128 - Final Change Report v2.0 (Post-Vote) 18.09.23
Company Name
RTS
Review status
Review required

SDEP Review Improvements (1) - Process Types

Date of latest update
Type
Change
ID
R0121
Change Category
Change Path
Priority
Urgent
No
Latest Update
23/08/2024 - This change was successfully implemented as part of the August 2024 Extraordinary REC Release on 23 August 2024.
Summary
Following a comprehensive review of the Secure Data Exchange Portal (SDEP) system, the Code Manager has identified new Process Types for specific queries and changes to how escalation messages are managed to allow users to better identify appropriate workflows and to handle escalations more efficiently.
Proposer
ryan.dale
Change Plan

Service Provider Impact Assessment start

Completed

Start:

26 May 2023

Due:

09 Oct 2023

Completion:

09 Oct 2023

Service Provider Impact Assessment close

Completed

Start:

09 Oct 2023

Due:

22 Jan 2024

Completion:

15 Jan 2024

Party Impact Assessment start

Completed

Start:

22 Jan 2024

Due:

26 Jan 2024

Completion:

26 Jan 2024

Party Impact Assessment close

Completed

Start:

26 Jan 2024

Due:

16 Feb 2024

Completion:

16 Feb 2024

Preliminary Change Report and Consultation issued

Completed

Start:

16 Feb 2024

Due:

01 Mar 2024

Completion:

01 Mar 2024

Consultation close

Completed

Start:

01 Mar 2024

Due:

22 Mar 2024

Completion:

22 Mar 2024

Final Change Report issued

Completed

Start:

22 Mar 2024

Due:

12 Apr 2024

Completion:

12 Apr 2024

Responsible Committee decision

Completed

Start:

12 Apr 2024

Due:

24 Apr 2024

Completion:

24 Apr 2024
Status
Implementation Date
Status Live
EMAR Version 23.08.2024_live
Included changes Affected REC Items
R0103 Central provision of DCC Technical Contacts for requesting test certificates
  • Schedule 25 - Central Switching Service
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As a Consumer, I want queries associated with my energy supply to be concluded efficiently.
  2. As an SDEP User, I want to have the appropriate Process Types available to record, track and escalate issues and for the REC to be clear on which Process Type to be used in each instance.
Proposed Solution Document
Document title
R0121 Requirements v1.0 26.01.2024
Archive
Off
Document title
R0121 Draft Legal Text at FCR (12.04.2024)
Archive
Off
Document title
Secure Data Exchange Portal (SDEP) User Guide v3.3 final.pdf
Archive
Off
Document title
R0121 user training deck v1.0.pptx
Archive
Off
Problem Statement
Market participants must have the ability to employ SDEP in more scenarios to allow users to record, track and escalate issues and should facilitate performance assurance reporting. The REC must be clear on which Process Type should be used in each instance and that any related SLAs are specified to ensure that Consumer queries are concluded efficiently.
SME
SME Role
Lead Technical Analyst
SME User
beth.brown@capgemini.com
R0121 - Change Proposal Form (Downloadable version) 26.05.2023
CP 1 - Process Type
R0121 - Re-baselined Change Plan (Approved) 06.11.2023
R0121 - Change Proposal Plan (Approved) 03.10.2023
R0121 - Initial Assessment Report (Approved) 03.10.2023
R0121 - Consolidated Party IA Responses_Non Confidential (01.03.2024)
R0121 - Preliminary Change Report v1.0 (published for Consultation) 01.03.2024
R0121 Consolidated Consultation Responses v1.0 (12.04.2024)
R0121 - Final Change Report v2.0 (24.04.2024) Approved
Company Name
-
Review status
Review required

SDEP Review Improvements (2) - Usability

Date of latest update
Type
Change
ID
R0122
Change Category
Change Path
Priority
Urgent
No
Latest Update
24/08/2026 - the consultation has closed and the Code Manager is reviewing responses.
Summary
Following a comprehensive review, the Code Manager has identified functionality improvements with the SDEP system. These will introduce useability improvements to the system, to allow users to better filter workflow and queries and to improve notifications received by Parties, to enable resolution of raised issues. Feedback from SDEP users stated that filtering options are limited to particular attributes and notification emails contain minimal supportive information for the parent communication.
Proposer
ryan.dale
Change Report - Draft Change Report

Comments deadline
Change report - Final Change Report

Comments deadline
Status
Implementation Date
Status Live
EMAR Version 27.02.2027_live
Implementation Status
Date Raised
Fuel
REC Decision Maker
Lead Analyst
holly.law
Date of Update to Priority
Solution Development
Problem Statement
Market Participants require functionality that improves efficiency, reporting and allows Consumer issues to be addressed sooner and more accurately.
SME
SME Role
Lead Technical Analyst
SDEP Review CP 2 - Usability.xlsx
Change Report (Proposal Plan)
R0122 Change Proposal form (Downloadable version) 26.05.2023
R0122 Change Proposal Re-plan V2.0
R0122 - Solution Report
R0122 C&C Solution requirements supporting document
R0122 Solution requirements
R0122 Consolidated Impact Assessment Responses
R0122 Consolidated Consultation Responses
R0122 Legal Drafting for consultation
Company Name
-
Review status
Review required

SDEP Review Improvements (3) – Look and feel

Date of latest update
Type
Change
ID
R0123
Change Category
Change Path
Priority
Urgent
No
Latest Update
05/07/2024 - This Change Proposal has been withdrawn as the requirements will be covered via R0122 - SDEP Review Improvement (2) - Usability. This Change Proposal will be open for adoption for 10 Working Days, after which time can be fully withdrawn on the REC Portal. If you wish to adopt any of these Change Proposals, you can do so by emailing change.management@recmanager.co.uk by 23:59 19 July 2024.
Summary
Empty
Proposer
ryan.dale_wX9oO
Status
Implementation Status
Date Raised
Fuel
Date of Update to Priority
Solution Development
Stages Selection
R0123 - Change Proposal form (downloadable version) 26.05.2023.pdf
CP 3 - Look and Feel
Company Name
-
Review status
Review required

SDEP Review Improvements (4) - Reporting

Date of latest update
Type
Change
ID
R0124
Change Category
Change Path
Priority
Urgent
No
Latest Update
05/07/2024 - This Change Proposal has been withdrawn as the requirements will be covered via R0122 - SDEP Review Improvement (2) - Usability. This Change Proposal will be open for adoption for 10 Working Days, after which time can be fully withdrawn on the REC Portal. If you wish to adopt any of these Change Proposals, you can do so by emailing change.management@recmanager.co.uk by 23:59 19 July 2024.
Summary
Empty
Proposer
ryan.dale
Status
Implementation Status
Date Raised
Fuel
Date of Update to Priority
Solution Development
Stages Selection
R0124 - Change Proposal form (Downloadable version) 26.05.2023.pdf
CP 4 - Reporting
Company Name
-
Review status
Review required