Qualification Assessment Document

All Systems Integration Testing (SIT) and Non-SIT participants that are planning to Qualify in the MHHS arrangements should review and provide comments on this document.

The Qualification Assessment Document (QAD) sets out the information and evidence that all Suppliers, Supplier Agents, Meter Equipment Managers (MEMs), and Licensed Distribution System Operators (LDSOs) are required to provide to the Balancing & Settlement Code (BSC) and Retail Energy Code (REC) Code Bodies so that they can be MHHS Qualified to operate the new arrangements. 

The QAD has been developed through discussions with the MHHS Qualification Working Group (QWG). 

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Qualification Assessment Document (QAD) 

The QAD was approved at the Retail Energy Code (REC) Performance Assurance Board (PAB) on Tuesday 17 December 2024, and at the Qualification Advisory Group (QAG) and Balancing & Settlement Code (BSC) PAB on Thursday 19 December 2024.

At QAG, version 3.3 of the QAD was approved with the caveat that a small number of incorrectly mapped business and operational choreography requirements would be removed from four Data Services questions in the final baselined version 4.0.

Please note that the changes do not affect any participant submissions as the business requirements are included in the QAD for reference only, and no changes have been made to any questions or guidance. For clarity, we have listed the question numbers and requirements which have been removed below:

  • SDS - Qu 5.6.1.7 - Note added to OPC_390 to clarify that it relates to IF-024
  • SDS - Qu 5.6.1.9 - Removal of 3 business requirements references:
    • MHHS-Migration-CoA(DS)-DS-002
    • MHHS-Migration-Can-DS-001
    • MHHS-Migration-Can-DS-002
  • ADS - Qu 5.5.1.6 - Removal of 2 business requirement references:
    • MHHS-Migration-CoA(DS)-DS-001
    • MHHS-Migration-CoA(DS)-DS-003
    • MHHS-Migration-Can-DS-001
    • MHHS-Migration-Can-DS-002
  • UMSDS - Qu 5.7.1.4 - Removal of 4 operational choreograph requirement references:
    • OPC_240
    • OPC_260
    • OPC_280
    • OPC_510

You can view the baselined version 4.0 of the QAD below, in both Word and PDF formats:

Qualification Assessment Document v4.0 - PDF version

Qualification Assessment Document v4.0 - Word version

Participants are advised to use this version of the QAD to prepare their initial QAD submissions.

If you have any questions about the QAD, please email the Code Bodies and Data Integration Platform (DIP) Manager at MHHSQualification@elexon.co.uk 

Completing the QAD

To support efficient review of information and evidence from parties, there are two formal QAD submission stages and the timeframes for submission are set out in the October 2024 Qualification and End-to-end (E2E) Sandbox Working Group (QWG) papers, which you can view on the Qualification and E2E Sandbox Working Group page of the Collaboration Base.

Please note that although we have provided a PDF version of the QAD, the format of the QAD submission will be via the QAD Portal. We have also provided a Word version of the QAD so participants can prepare and draft their responses ahead of accessing the QAD Portal.

All Systems Integration Testing (SIT) and Non-SIT Licensed Distribution System Operator (LDSO) participants will be onboarded to the QAD Portal from Friday 20 December 2024. Participants won’t be able to access the QAD questions and start completing them on the QAD Portal until this is made live on Monday 6 January 2025, the date on which the Initial QAD submission window opens for SIT and Non-SIT LDSO participants. All Non-SIT Suppliers & Agents will be onboarded to the QAD Portal in the two weeks before the opening of their Initial QAD submission window, which will be dictated by participants' allocated Qualification Wave.

Please visit the MHHS Webinars & Open Days page of this website to view the QAD webinar recordings on 29 May, 18 June and 14 November 2024 for further guidance.

The QAD Webinars Q&A document developed following the QAD webinars is available below:

Qualification Assessment Document Webinars Q&A

If you have any questions about the QAD, please email MHHSQualification@elexon.co.uk

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Self-Qualification Assessment Document (SQAD) 

The Balancing & Settlement Code (BSC) Self-Qualification Assessment Document (SQAD) is for New Entrants only who are not an existing Balancing & Settlement Code (BSC) Party or Party Agent under Section J of the BSC.

Following approval of the QAD at the Retail Energy Code (REC) Performance Assurance Board (PAB) on Tuesday 17 December 2024, and at the Qualification Advisory Group (QAG) and BSC PAB on Thursday 19 December 2024, the SQAD has been updated to ensure alignment with the QAD.

You can view the baselined version 2.0 of the SQAD below, in both Word and PDF formats:

Self-Qualification Assessment Document v2.0 - PDF version

Self-Qualification Assessment Document v2.0 - Word version

If you have any questions about the SQAD, please email the Code Bodies at MHHSQualification@elexon.co.uk