Introduction of SDEP and EES User Maintenance API

Date of latest update
Type
Change
ID
R0009
Change Category
Change Path
Priority
Urgent
No
Latest Update
On the 24 August 2023, the Authority issued its decision to the REC Code Manager to reject an appeal raised
Summary
This Change Proposal is to introduce an Application Programming Interface (API) interface to allow: • SDEP Users to send/receive/respond automatically to messages through the Secure Data Exchange Portal (SDEP) • EES and Secure Data Exchange Service (SDES) Users to carry out automated Electricity Enquiry Service (EES) Authorised Person Maintenance
Proposer
Jonathan Holland
Change Plan

Initial Assessment Report published

Completed

Start:

08 Sep 2021

Due:

25 Oct 2021

Completion:

25 Oct 2021

Analysis and Solution Development activity

Completed

Start:

25 Oct 2021

Due:

15 Feb 2022

Completion:

15 Feb 2022

Service Provider Impact Assessment completion

Completed

Start:

15 Feb 2022

Due:

04 Apr 2022

Completion:

04 Apr 2022

Preliminary Change Report issued

Completed

Start:

13 May 2022

Due:

16 Dec 2022

Completion:

16 Dec 2022

Technical Expert Panel review

Completed

Start:

16 Dec 2022

Due:

21 Dec 2022

Completion:

21 Dec 2022

Consultation Starts

Completed

Start:

21 Dec 2022

Due:

23 Dec 2022

Completion:

23 Dec 2022

Consultation Ends

Completed

Start:

23 Dec 2022

Due:

27 Jan 2023

Completion:

27 Jan 2023

Final Change Report issued

Completed

Start:

27 Jan 2023

Due:

10 Feb 2023

Completion:

10 Feb 2023

Appeal Window Closure

Completed

Start:

22 Feb 2023

Due:

15 Mar 2023

Completion:

15 Mar 2023

Party Impact Assessment Issued

Completed

Start:

04 Apr 2022

Due:

13 May 2022

Completion:

13 May 2022

Technical Expert Panel review

Completed

Start:

10 Feb 2023

Due:

22 Feb 2023

Completion:

22 Feb 2023
Impacted Consumers
Impacted REC Parties and Market Participants
Status
Implementation Status
Date Raised
REC Decision Maker
Lead Analyst
Jonathan Holland
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As a consumer, I want to ensure the data held by my supplier and other industry parties is correct so that I receive accurate and timely bills so that I understand what I need to pay and by when with no surprises.
  2. As a consumer, I want to be able to switch my energy supply without experiencing significant delays whilst my new and old supplier resolve any issues. So that I can see the benefits of switching at the earliest opportunity.
  3. As an SDEP User, I want to be able to automate processes that use the SDEP, so I can meet my obligations as efficiently and effectively as possible. As an EES or SDES User, I want to be able to automate certain user maintenance requests, so I can manage user maintenance activities as efficiently as possible.
Proposed Solution Document
Document title
Draft Legal Text
Archive
Off
Problem Statement
It is not possible to automate the sending and receiving messages through the SDEP. It is also not possible to manage Authorised Person’s permissions in the EES and SDES in bulk where there is a high volume of changes required. This requires processes to be managed manually by an Authorised Person and doesn’t allow EES and SDES Users to identify more efficient ways of working.
Stages Selection
SME
SME Role
Lead Technical Analyst
SME User
beth.brown@capgemini.com
R0009 - Change Proposal Plan v4.0 (Approved)
R0009 - analysis summary conclusions v1.0
R0009 - Initial Assessment Report v1.0 (Approved)
R0009 - Requirements v1.0 - Used in Party IA
R0009 - Consolidated consultation responses v1.0
R0009 - Consolidated Impact Assessment Responses v1.0 GENERAL
Appendix 2 - R0009 Requirements
R0009 - Preliminary Change Report v1.0 (Decision deferred until 30/11/2022)
R0009 - Preliminary Change Report v3.0 (Approved)
R0009 - Final Change Report v2.0 (POST-VOTE) 01.03.2023
Authority R0009 appeal decision
Company Name
-
Review status
Review required

Consequential New and Amended Market Messages for BSC Modification P375

Date of latest update
Type
Change
ID
R0008
Change Category
Change Path
Priority
Urgent
No
Latest Update
_
Summary
_
Proposer
Gemma Dixon
Change Plan

Initial Assessment Report published

Completed

Start:

08 Sep 2021

Due:

12 Oct 2021

Completion:

12 Oct 2021

Change Panel review

Completed

Start:

12 Oct 2021

Due:

19 Oct 2021

Completion:

19 Oct 2021

Preliminary Change Report issued

Completed

Start:

19 Oct 2021

Due:

01 Nov 2021

Completion:

29 Oct 2021

Technical Expert Panel review

Completed

Start:

01 Nov 2021

Due:

08 Nov 2021

Completion:

08 Nov 2021

Consultation starts

Completed

Start:

08 Nov 2021

Due:

15 Nov 2021

Completion:

12 Nov 2021

Consultation ends

Completed

Start:

15 Nov 2021

Due:

06 Dec 2021

Completion:

06 Dec 2021

Final Change Report issued

Completed

Start:

06 Dec 2021

Due:

10 Dec 2021

Completion:

10 Dec 2021

Technical Expert Panel decision

Completed

Start:

10 Dec 2021

Due:

22 Dec 2021

Completion:

22 Dec 2021
Status
Implementation Date
Status Live
EMAR Version 30.06.2022_live
Implementation Status
Date Raised
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As a Consumer I want to be able to access aggregation services so that I can take full advantage of commercial opportunities for my onsite generation or demand reduction.
  2. As 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.
  3. As an Asset Metering Virtual Lead Party, I need to be recognised as a valid Market Data Service, so that I can appoint BSC Qualified Agents and fulfil relevant metering operations and data collection activities for Asset Metering.
Proposed Solution Document
Document title
Legal Text (Tracked Changes)
Archive
Off
Document title
Link to EMAR Change Set
Archive
Off
Problem Statement
BSC Modification P375 will be implemented on 30th June 2022 and introduces a new role of Asset Metering Virtual Lead Party (AMVLP), to allow settlement of meters ‘behind the boundary point’. To enable this, the AMVLP will need to exchange Market Messages with other Market Participants that underpin the new process being introduced by the BSC. Some of these Market Messages are governed by the REC and require a consequential REC Change Proposal to deliver the full solution.
SME
SME Role
Lead Technical Analyst
SME User
beth.brown@capgemini.com
Attachment B- New and amended Market Messages and Data Items for REC.docx
BSC P375 Final Modification Report
R0008 – Initial Assessment Report v1.0 (Approved)
R0008 – Change Proposal Plan v1.0 (Approved)
R0008 - Preliminary Change Report v1.0 (Approved)
R0008 - Final Change Report v2.0 (Post Vote)
Company Name
-
Review status
Review required

Changes to message ownership in SDEP

Date of latest update
Type
Change
ID
R0007
Change Category
Change Path
Priority
Urgent
No
Latest Update
_
Summary
_
Proposer
admin
Change Plan

Initial Assessment Report published

Completed

Start:

08 Sep 2021

Due:

25 Oct 2021

Completion:

25 Oct 2021

Change Panel review

Completed

Start:

25 Oct 2021

Due:

02 Nov 2021

Completion:

02 Nov 2021

Analysis and Solution Development activity

In Progress

Start:

02 Nov 2021

Due:

21 Dec 2021

Completion:

Service Provider Impact Assessment completion

Not Started

Start:

21 Dec 2021

Due:

02 Feb 2022

Completion:

REC Party Impact Assessment completion

Not Started

Start:

02 Feb 2022

Due:

18 Mar 2022

Completion:

Preliminary Change Report issued

Not Started

Start:

18 Mar 2022

Due:

16 May 2022

Completion:

Technical Expert Panel review

Not Started

Start:

15 Jul 2022

Due:

27 Jul 2022

Completion:

Consultation Starts

Not Started

Start:

16 May 2022

Due:

26 May 2022

Completion:

Consultation ends

Not Started

Start:

26 May 2022

Due:

20 Jun 2022

Completion:

Final Change Report issued

Not Started

Start:

20 Jun 2022

Due:

15 Jul 2022

Completion:

Technical Expert Panel decision

Not Started

Start:

27 Jul 2022

Due:

27 Jul 2022

Completion:

Appeal Window Closure

Not Started

Start:

27 Jul 2022

Due:

17 Aug 2022

Completion:

Impacted Consumers
Impacted REC Parties and Market Participants
Status
Implementation Status
Date Raised
REC Decision Maker
Lead Analyst
Jonathan Holland
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As a consumer, I want issues affecting me or my energy account to be resolved at the earliest opportunity, to minimise impacts to my energy switch or accurate and timely billing.
  2. As a SDEP Authorised Person with the responsibility for message allocation, I want to efficiently assign multiple messages in one transaction to an Authorised Person, to remove the need to manual assign them one by one.
  3. As a SDEP Authorised Person with the responsibility for message allocation, I want to be able to filter messages to identify messages requiring action. This will ensure messages are picked up promptly and resolved within the agreed Service Level Agreement (SLA).
Problem Statement
Currently in the SDEP there is no way to assign/unassign multiple messages to Authorised Persons in one action, this makes the allocation of messages inefficient. Each message must be individually opened before it can be assigned/unassigned. Not having clarity on the status of messages, or the ability to assign multiple messages to an Authorised Person as one action, may result in the allocation of queries being delayed, potentially impacting response times for queries and escalations. Any delays in resolving those queries could have a detrimental impact on the customer’s experience. There is also limited methods of effectively identifying and being able to filter messages requiring action on the home screen. This effects the Authorised Person’s ability to promptly allocate and resolve messages within the agreed Service Level Agreement (SLA).
Stages Selection
SME
SME Role
Lead Technical Analyst
SME User
beth.brown@capgemini.com
R0007 - Initial Assessment Report v1.0 (Approved)
R0007 - Change Proposal Plan v1.0 (Approved)
Company Name
-
Review status
Review required

Electricity Enquiry Service (EES) Master Administration User (MAU) Access

Date of latest update
Type
Change
ID
R0004
Change Category
Change Path
Priority
Urgent
No
Latest Update
_
Summary
_
Proposer
admin
Change Plan

Initial Assessment Report published

Completed

Start:

03 Sep 2021

Due:

21 Oct 2021

Completion:

21 Oct 2021

Change Panel review

Completed

Start:

21 Oct 2021

Due:

02 Nov 2021

Completion:

02 Nov 2021

Analysis and Solution development activity

In Progress

Start:

02 Nov 2021

Due:

13 Jan 2022

Completion:

Service Provider Impact Assessment completion

Not Started

Start:

29 Mar 2022

Due:

31 Mar 2022

Completion:

REC Party Impact Assessment completion

Not Started

Start:

13 Jan 2022

Due:

29 Mar 2022

Completion:

Preliminary Change Report issued

Not Started

Start:

31 Mar 2022

Due:

20 Apr 2022

Completion:

Technical Expert Panel review

Not Started

Start:

20 Apr 2022

Due:

27 Apr 2022

Completion:

Consultation starts

Not Started

Start:

27 Apr 2022

Due:

05 May 2022

Completion:

Consultation ends

Not Started

Start:

05 May 2022

Due:

26 May 2022

Completion:

Final Change Report issued

Not Started

Start:

29 Jun 2022

Due:

21 Sep 2022

Completion:

Technical Expert Panel decision

Not Started

Start:

26 May 2022

Due:

29 Jun 2022

Completion:

Impacted Consumers
Impacted REC Services
Impacted REC Parties and Market Participants
Status
Implementation Status
Date Raised
REC Decision Maker
Date of Update to Priority
Solution Development
Proposed solution summary
  1. As a consumer, I want to my queries to be resolved in a timely manner by advisers with access to relevant information, so that I receive accurate and timely bills.
  2. As an EES User (an organisation): I want to receive reports of Meter Point Limit Breaches in the absence of the MAU, to enable the analysis of EES usage and to enable limit breaches to be identified and responded to. I also want all approved people to have access to the EES in a timely manner following the introduction of a new email domain, so that the EES can be used to support with issue and query resolution.
  3. As an MAU, I want email domain changes to be validated in my absence, to avoid delays to new users being set up with EES access.
Problem Statement
Where an MAU is not available, and MAU responsibilities within EES have not been transferred, the functions and information only available to this role cannot be accessed by the organisation. This has the potential to impact an organisations operational effectiveness.
Stages Selection
SME
SME Role
Lead Technical Analyst
R0004 - Change Proposal Plan v1.0 (Approved)
R0004 - Initial Assessment Report v1.0 (Approved)
Company Name
-
Review status
Review required