Performance Assurance Methodology and Techniques v3.0
Date of latest update
Type
Change
ID
C3-0054
Urgent
No
Latest Update
-
Summary
In line with the Performance Assurance Plan, the Code Manager has reviewed the Performance Assurance Methodology and Performance Assurance Techniques (PATs) documents, and made the following changes: • To ensure all relevant information is available in one place, we have combined the two documents into a single document. • To ensure that the PATs applied are proportionate, we have added the following principles for their application: o Notify first, allowing the Party to proactively investigate and fix potential issues. o Take a two-tier approach to PAT application wherein urgent matters get acted upon monthly, whilst other potential issues are batched up for quarterly issue of PATs, and where appropriate, utilise forum such as REC Issues Group (RIG) to consult with the industry. • All PATs have been reviewed and updates have been made to ensure all information available to Parties is current and relevant. • The Code Manager received feedback on this document from DCC. We have considered their feedback and made changes where we view them as appropriate. • Clarifications on the PAB’s role in making decisions around change to access, to prepare for R0118. • As a part of this review, we have also actioned some housekeeping changes. This Category 3 Change Proposal will also update the REC Baseline Statement to reflect the documents updates by this CP and C3-0050 Risk Register
Status
Implementation Status
Date Raised
Date of Update to Priority
Stages Selection
Company Name
Code Manager (RPA)
Review status
Review required
Revision to the Consolidated Metering Code of Practice (CoMCoP)
Date of latest update
Type
Change
ID
R0152
Change Category
Change Path
Priority
Urgent
No
Latest Update
This Change Proposal was implemented as part of the 7 November 2025 REC Release.
Summary
Following the implementation of the Consolidated Metering Code of Practice (CoMCoP) a number of issues have been identified by RECCo, The Code Manager and REC Parties, stating that REC Parties are unable to meet their obligations as currently presented in the CoMCoP. The Code Manager has reviewed these and determined changes are required.
Change Plan
Extension to Plan V2.0 approved at Change Panel
Completed
Start:
Due:
Completion:
04 Feb 2025Status
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
- As a Consumer, I trust my Energy Supplier and their associated agents to have a robust metering framework to ensure the safety and accuracy of my meter.
- As an Energy Supplier, MEM or DNO, I need clear and correct documentation so I can identify the obligations I need to meet within my role and satisfy my audit criteria.
- As an Energy Supplier, I need to know that any MEM or DNO I work with is compliant to ensure the best practice for my customers.
- As the Metering Scheme Auditor, I need clear and correct documentation to ensure I can fulfil my role and provide confidence that REC Parties are meeting their obligations.
Proposed Solution Document
Document title
Draft legal text for Party Impact Assessment
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Document title
R0152 Solution Documents Guidance v1.0
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Document title
R0152 Party IA Solution Documents Guidance Video
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Document title
R0152 Legal text for Consultation
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Document title
R0152 legal text for final recommendation
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Problem Statement
MEMs are struggling to successfully pass their CoMCoP audits and be compliant, due to inconsistencies and lack of clarity in the document. There has been concern expressed by MEMs, that when contracting with Energy Suppliers, they are proclaiming themselves compliant with the CoMCoP when this may or may not be true.
Stages Selection
SME
SME Role
Lead Technical Analyst
SME User
caroline.milner@capgemini.com
SME Role
Lead Assurance Analyst
SME User
daniel.rodgers@retailenergycode.co.uk
REC Analysis CoMCoP.xlsx
R0152 - Change Proposal Form (downloadable version) 16.11.2023
R0152 Change Proposal Plan v1.0 (Approved) 19.12.23
R0152 Initial Assessment Report v1.0 (Approved) 19.12.23
R0152 Extension to Plan v1.0 (Approved) 31.10.2024
R0152 Extension to Plan v2.0 (Approved) 04.02.2025
R0152 Consolidated Party Impact Assessment Responses PUBLIC V1.0
R0152 Change Report (For Consultation) V1.0
R0152 - Consolidated Consultation Responses (Public) v1.0
R0152 Change Report (Final Recommendation) V1.1 approved
R0152 Change Report (Final Recommendation) V1.1 approved
Company Name
-
Review status
Review required
Remove Schedule 2 from the baseline statement
Date of latest update
Type
Change
ID
C3-0053
Urgent
No
Latest Update
-
Summary
Remove Schedule 2 from the REC baseline statement as it no longer exists
Status
Implementation Status
Date Raised
Date of Update to Priority
Stages Selection
Company Name
Code Manager (RPS)
Review status
Review required
Updated GES Online Portal User Guide
Date of latest update
Type
Change
ID
C3-0052
Urgent
No
Latest Update
-
Summary
Updated GES Online Portal User Guide to reflect the changes being implemented as part of the November 2023 Major Release. Overview of changes to the content: R0088 - XRN5186 - Modification 0701: Aligning Capacity booking under the UNC and arrangements set out in relevant NExAs. • Section 3.3 Search Details: new screen shot to include new data items - NExA Valid From Date, NExA Valid To Date • Supply Meter Point Information Glossary: added NExA Valid From Date and NExa Valid To Date to the table • Section 3.9 Supply Meter Point Quantities: new screenshot to include new data items – NExA SOQ, NExA SHQ • SMP Quantities Glossary: added NExA SOQ and NExA SHQ to the table XRN5482 - Replacement of reads associated to a meter asset technical details change or update (RGMA) • Read Types Class 3 & 4: Removed Discontinued Read Type codes table. • Read Types Class 3 & 4: Added new Read Type of K to Current Read Type codes table. GES P1 Screen Changes • Section 3.3 Search Details: New screen shot to include new Registration Active Date data item. Also updated data item label from ‘Confirmation Effective Date’ to ‘UNC Confirmation Effective Date’ • Supply Meter Point Information Glossary: Added Registration Active Date to the table and updated Confirmation Effective Date to UNC Confirmation Effective Date. • Section 3.3 Search Details: Added statement regarding conditional formatting data field text to display red where the Registration Active Date and the UNC Confirmation Effective date do not align • Section 3.15 CSS Switching Data tab: Added statement regarding conditional formatting data field text to display red where the Registration Active Date, the Shipper From Date and the Registration Status From Date do not align General • 3.14 Interruption Results: Removed duplicate screenshot. • Supply Meter Point Information Glossary: Updated in line with data items displayed on the screen - Removed ‘Emergency Contacts’, ‘iGT’, ‘iGT Short Code’, ‘EUC’, ‘EUC Effective Date’ and ‘Supply Point EUC’ • Meter Asset Data Glossary: Updated in line with data items displayed on the screen - Removed ‘Location ID’ and ‘LDZ’. Added ‘MAM Short Code’ • Convertor Asset Data Glossary: Updated in line with data items displayed on the screen - Removed ‘Convertor’. Added ‘Correction Factor’ • Section 3.10 Related Meter Points: Cropped screenshot to just display the Related Meter points tab • Section 3.13 Emergency Contact: Cropped screenshot to just display the Emergency Contact tab • Section 3.14 Interruption Results: Cropped screenshot to just display the Interruption Results tab The changes will have no obligation for REC parties to take any additional actions.
Status
Implementation Status
Date Raised
Date of Update to Priority
Stages Selection
Company Name
GES Provider
Review status
Review required
On-site Aggregation as a method to facilitate Third Party Access - BSC P455
Date of latest update
Type
Change
ID
R0150
Change Category
Change Path
Priority
Urgent
No
Latest Update
08/11/2024 - This Change Proposal has been implemented as part of the November 2024 REC Release.
Summary
Following a modification proposal to the Balancing and Settlement Code (BSC) to allow on-site aggregation as a method for third party access on private networks, the Code Manager is required to amend the REC to place a requirement on the Meter Equipment Managers (MEMs) appointed by the boundary points Electricity Supplier, to rectify any faults found with the submeters used in the on-site aggregation methodology.
Change Plan
Preliminary Change Report and Consultation Issued
Completed
Start:
15 Jan 2024Due:
22 Mar 2024Completion:
22 Mar 2024Party Impact Assessment
Completed
Start:
30 Oct 2023Due:
15 Jan 2024Completion:
15 Jan 2024Final Change Report Issued
Completed
Start:
22 Mar 2024Due:
26 Apr 2024Completion:
25 Apr 2024Responsible Committee Decision
Completed
Start:
26 Apr 2024Due:
08 May 2024Completion:
08 May 2024Status
Implementation Date
08 November 2024
| Included changes | Affected REC Items | |
|---|---|---|
| R0105 | Review of ONAGE SLAs |
|
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
- The BSC Modification P455 Modification proposes to place a requirement on the SVA MOA (MEMs) appointed by the Boundary Point Supplier to rectify any faults found with the sub meters used in the On-Site Aggregation methodology; and to produce and submit the On-Site Aggregation Form to the HHDC. As MEMs (SVA MOAs) are governed under the Retail Energy Code (REC), R0150 is the REC's subsequent change to propose this.
Proposed Solution Document
Document title
Metering Operations - R0150 Legal Drafting (Published with Consultation 22.03.2024)
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Document title
Schedule 14 - Metering Operations Schedule - R0150 Legal Drafting (Published with Final Change Report) 25.04.2024
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Document title
Extract: R0150 - Schedule 14 Legal Drafting (Published with Final Change Report) 25.04.2024
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Document title
Approved for Implementation - R0150 Legal Solution (Schedule 14 Extract)
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Document title
Approved for Implementation - R0150 Legal Solution (Schedule 14).
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Document title
Ofgem - BSC Modification P455 Decision
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Problem Statement
Under the proposed solution for BSC Modification P455, Consumers will require a Market Participant to oversee the maintenance of their sub-meter, including installations and rectification of metering faults. To ensure this, the REC will need to place a requirement on the MEMs appointed by the boundary point Electricity Supplier to rectify any faults found with the sub-meters used in the On-Site Aggregation.
Stages Selection
R0150 - On-site Aggregation as a method to facilitate Third Party Access - BSC P455
R0150 Change Proposal Plan V1.0 (Approved 19.12.2023)
R0150 - Change Proposal Re-Plan (Approved) 08.02.2024
R0150 Initial Assessment Report V1.0 (Approved) 19.12.2023
R0150 - Preliminary Change Report V1.0 (Published for Consultation 22.03.2024)
R0150 - Consolidated Consultation Responses (17.04.2024)
R0150 - Final Change Report V2.0 (Approved) 08.05.2024
Company Name
-
Review status
Review required
Updates to the EES API Interface Specification
Date of latest update
Type
Change
ID
R0149
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
Summary
The EES Provider has made some alterations to the EES API Interface Specification to incorporate new data items that support MHHS Stage 0 as well as some housekeeping changes and clarifications to the methods within the API.
Change Plan
Preliminary Change Report and Consultation published
Completed
Start:
20 Oct 2023Due:
03 Nov 2023Completion:
03 Nov 2023Consultation close
Completed
Start:
03 Nov 2023Due:
17 Nov 2023Completion:
17 Nov 2023Final Change Report issued
Completed
Start:
17 Nov 2023Due:
22 Nov 2023Completion:
22 Nov 2023Responsible Committee Decision
Completed
Start:
22 Nov 2023Due:
29 Nov 2023Completion:
29 Nov 2023Status
Implementation Date
06 December 2023
| Included changes | Affected REC Items | |
|---|---|---|
| R0106 | Performance Assurance Report Catalogue V5.1 |
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
- As an EES API User, I want to ensure that I have the most up to date technical information so that I can use the API in the most effective way.
- As the EES Provider, I want to ensure that the most up to date technical information is available to Users.
Proposed Solution Document
Document title
EES API Interface Specification v3.1.5. Redline (30.10.2023)
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Problem Statement
The current version of the EES API Technical Specification (V3.1.4) does not contain the latest updates from the EES Provider. Without these updates, API users will not be able to utlilise the new data items or have further detail on the data items returned within SearchUtilityAddress and GetTechnicalDetailsByMpan.
Stages Selection
R0149 - Change Proposal Form.docx
R0149 - Change Proposal Plan (Approved) 07.11.2023
R0149 - Preliminary Change Report (Published for Consultation) 03.11.2023
R0149 Initial Assessment Report (Approved) 07.11.2023
R0149 - Consolidated Consultation Responses (22.11.2023)
R0149 - Final Change Report v2.0 (Approved) 29.11.2023
Company Name
-
Review status
Review required
C3-0051- Remove Product from REC Baseline Statement
Date of latest update
Type
Change
ID
C3-0051
Urgent
No
Latest Update
-
Summary
Electricity REL Data Access Matrix- Needs removing as a product from the REC baseline statement as it no longer exists (Can be deleted it as part of the Nov release, along side updates to REC schedule version numbers)
Status
Implementation Status
Date Raised
Date of Update to Priority
Stages Selection
Company Name
Code Manager (RPS)
Review status
Review required
Retail Risk Register update
Date of latest update
Type
Change
ID
C3-0050
Urgent
No
Latest Update
-
Summary
1. MHHS Design Artefacts currently available have been reviewed along with REC Code drafting for MHHS to add MHHS considerations. As next steps, the Code Manager will work with the DIP Manager, Electralink and the Registration Services to agree appropriate reporting to monitor Retail Risks. 2. Retail Risk Priority Score has been reviewed and updated. The Priority Score for Retail Risk 9 which looks at performance of REC Services has been increased based on recent market events. 3. Retail Risks and Risk Drivers have been updated to focus on areas of greater impact to consumers and/or to the retail energy market. As a result, we have: a. Removed areas with low volume of processes, where general compliance across the industry has been acceptable, e.g., Green Deal obligations, Meter Point relationship request rejections, to allow Performance Assurance activities to focus on areas of higher risk. b. Removed monitoring of obligations that are governed under other codes but referenced within the REC, e.g., sending the read to the Non-Half Hourly Data Collector (NHHDC) on resolution of Switch Meter Read dispute. c. Added new Risk Drivers focusing on areas that require improvement, e.g., accuracy of MTDs, Switches with Change of Occupier, MEM appointment, Consumer-impacting REC Service issues. d. Replaced Risk Drivers to allow more flexibility in risk monitoring, e.g., objections for domestic versus non-domestic switches. e. Updated Retail Risk and Risk Driver titles to further clarify the obligations covered and/or risk monitored. 4. General housekeeping changes.
Status
Implementation Status
Date Raised
Date of Update to Priority
Stages Selection
Company Name
Code Manager (RPA)
Review status
Review required
Prepayment Levelisation
Date of latest update
Type
Change
ID
R0147
Change Category
Urgent
Yes
Latest Update
This change was implemented as part of the the Extraordinary release on 28 March 2024. *This Change Proposal has no impacts on Market-wide Half Hourly Settlement
Summary
This Change Proposal seeks to introduce the necessary governance and charging arrangements into the Retail Energy Code, to reconcile the impact on Domestic Energy Suppliers of levelling the cost of standing charges to Domestic Consumers paying by means of a Prepayment Meter with those paying by Direct Debit. This proposal is being raised on a contingent basis pending the decision of the Authority on whether to modify the standard conditions of the Gas and Electricity Supply Licences to levelise standing charges. That decision is expected in January 2024. This Change Proposal is being progressed in anticipation of the reconciliation of levelisation costs being administered by the Retail Energy Code Company.
Change Plan
Solution development completed
Completed
Start:
22 Sep 2023Due:
12 Oct 2023Completion:
12 Oct 2023Impact assessment period started
Completed
Start:
12 Oct 2023Due:
13 Oct 2023Completion:
13 Oct 2023Impact assessment completed
Completed
Start:
13 Oct 2023Due:
08 Nov 2023Completion:
08 Nov 2023Preliminary Change Report issued
Completed
Start:
08 Nov 2023Due:
17 Nov 2023Completion:
17 Nov 2023Responsible Committee review of Preliminary Change Report
Completed
Start:
17 Nov 2023Due:
21 Nov 2023Completion:
21 Nov 2023Consultation started
Completed
Start:
21 Nov 2023Due:
22 Nov 2023Completion:
22 Nov 2023Consultation closed
Completed
Start:
22 Nov 2023Due:
13 Dec 2023Completion:
13 Dec 2023Final Change Report issued
Completed
Start:
13 Dec 2023Due:
12 Jan 2024Completion:
11 Jan 2024Responsible Committee decision
Completed
Start:
12 Jan 2024Due:
16 Jan 2024Completion:
16 Jan 2024Authority Determination requested
Completed
Start:
16 Jan 2024Due:
17 Jan 2024Completion:
17 Jan 2024Status
Implementation Date
28 March 2024
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
- As a Domestic Consumer, I want to be charged the same standing charges regardless of whether I pay by DD or have a Prepayment Meter.
- As an Energy Supplier, I want my obligations regarding data provision to be clear so that I can provide accurate data. As an Energy Supplier, I want there to be a fair reconciliation mechanism calculates, reports, invoices and credits my organisation with the outcome of applying the payment levelisation methodology. As an Energy Supplier, I want the arrangements for the payment mechanism and terms, charging arrangements and invoicing to be clearly set out in the REC, so I can meet my obligations and have confidence in how the scheme operates.
- As RECCo, I want my responsibilities in relation to the development and administration of the levelisation scheme to be clearly set out in the REC so that I can successfully deliver the scheme for the industry. As the REC Code Manager, I want the levelisation scheme arrangements to be clearly set out in the REC, so that I can fulfil my role in administering and assuring the scheme.
Proposed Solution Document
Document title
Prepayment Levelisation - High level Solution Overview 05.10.2023
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Document title
PPM Levelisation - High level Solution Overview v2.0 13.10.2023
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Document title
R0147 Draft Legal Text 05.10.2023
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Document title
R0147 Legal Text for PCR 17.11.2023
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Document title
PPM Levelisation - High level Solution Overview v3.0 (17.11.2023)
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Document title
Payment Method Levelisation Solution Requirements (17.11.2023)
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Document title
Schedule XX Appendix - Supplier Data Reporting Specification v1.0
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Document title
R0147 Legal Text For Consultation 22.11.23
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Document title
PPM Levelisation - High level Solution Overview v4.0 For Consultation 22.11.2023
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Document title
PPM Levelisation - High level Solution Overview v5.0 11.01.2024
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Document title
Payment Method Levelisation Solution Requirements_11.01.2024
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Document title
R0147 Legal Text for FCR 11.01.2024
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Document title
Ofgem Letter Levelisation - Alignment of legal text and license conditions 20.12.2023
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Document title
R0147 Legal text - Consultation to FCR comparison
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Document title
Levelisation - Alignment of legal text and licence modifications REC Response 17.01.2024
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Document title
R0147 Additional data specification guidance 23.02.2024
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Problem Statement
Ofgem are working towards and consulting on the design and implementation of a levelisation scheme to align the standing charges of Domestic Consumers who pay through a Prepayment Meter with those who pay via DD. RECCo will be the delivery partner for this scheme, however, the requirements and arrangements for the scheme need to be established in the REC.
Stages Selection
SME
SME Role
Lead Technical Analyst
SME Role
Lead Assurance Analyst
SME User
amoden@deloitte.co.uk
R0147 - Change Proposal Form.docx
R0147 Change Proposal Plan v2.0 (Approved) 14.11.2023
R0147 - Change Proposal Re-Plan (Approved) 19.12.2023
R0147 Initial Assessment Report v2.0 (Approved) 03.10.2023
R0147 Consolidated Impact Assessment Responses v1.0 PUBLIC
R0147 Preliminary Change Report v2.0 (Approved) 22.11.2023
R0147 Consolidated Consultation Responses v1.0 PUBLIC
R0147 Final Change Report v2.0 (Post-Vote) 16.01.2024
Authority decision on REC modification proposal R0147 - Prepayment Levelisation 23.02.24
Company Name
-
Review status
Review required
Data Specification Update for Refresh Functionality
Date of latest update
Type
Change
ID
R0146
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
This change has been raised to update the Data Specification and to align it with the changes made during implementation of change proposal ‘R0067 – Introduction of CSS Refresh Functionality’.
Change Plan
Preliminary Change Report Published
Completed
Start:
21 Aug 2023Due:
16 May 2024Completion:
16 May 2024Consultation Issued
Completed
Start:
16 May 2024Due:
16 May 2024Completion:
16 May 2024Final Change Report Issued
Data Specification Update for Refresh Functionality > Change Plan
Start:
16 May 2024Due:
19 Jun 2024Completion:
Responsible Committee Decision
Data Specification Update for Refresh Functionality > Change Plan
Start:
19 Jun 2024Due:
26 Jun 2024Completion:
Impacted Consumers
Status
Implementation Date
23 August 2024
| Included changes | Affected REC Items | |
|---|---|---|
| R0103 | Central provision of DCC Technical Contacts for requesting test certificates |
|
Implementation Status
Date Raised
Fuel
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
- As a Market Participant, I need to understand any changes to Market Messages I send and receive that may impact my business, so I can engage in the change process and plan any required changes to my systems and processes.
Proposed Solution Document
Document title
R0146 Solution Development Report
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Document title
R0146 Attachment A - Proposed Data Specification Changes
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Problem Statement
Following implementation of R0067, a small number of Market Messages and Data Items need to be appropriately reflected within the Data Specification.
Stages Selection
R0146 - Change Proposal Form
R0146 - Change Proposal Plan v1.0 (Approved)
R0146 - Initial Assessment Report v1.0 (Approved)
R0146 - Preliminary Change Report v1.0
R0146 Final Change Report (Post-Vote) v1.0 26.06.2024
Company Name
Code Manager
Review status
Review required