Qualification Overview

Need help with Qualification?

Here's how you can get in touch with us:

For QAD-specific queries, and to help us respond to your query as quickly as possible, please include the following details in your email or ticket:

  • Organisation
  • Role
  • Relevant details on the QAD section you need help with
  • QAD question number
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Qualification Background

The Qualification phase of the Programme is in place to assess whether Programme participants that plan to operate in MHHS, have the appropriate systems, processes and controls in place to undertake the Balancing & Settlement Code (BSC) and Retail Energy Code (REC) requirements for the MHHS Design. 

In summary, the high-level Qualification evidence requirements will include: 

  1. PIT DBT1: Evidence PIT DBT1 completion to enter Qualification Testing which will prove specific functional, non-functional and migration related characteristics of systems and processes.
  2. SIT/Qualification Testing: Participants are expected to complete either SIT or Qualification Testing, and document evidence in the Qualification Assessment Document (QAD). 
  3. Placing Reliance: a policy for placing reliance is being consulted upon to reduce unnecessary duplication of effort for participants when completing the evidencing testing as set out in the 'Placing Reliance' policy. If this policy is being applied, evidence to support it should be provided in the QAD applying the principles set out in the policy.
  4. Procedural and Governance: All participants are expected to adhere to the processes and procedures of the Code Bodies to fulfil the requirements of the role; evidence for this will be documented in the QAD. ​​​​​​​

Qualification Plans

Programme participants can find the latest Qualification plans in Appendix C of the Qualification Approach & Plan which you can find on the Qualification Approach & Plan page of this website.

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Placing Reliance Proposal Form 

To help Licensed Distribution System Operators (LDSOs) who are not taking part in Systems Integration Testing (SIT) and who intend to place reliance on some, or all of the testing completed by a third party in line with the MHHS Placing Reliance Policy, the Code Bodies have produced a Placing Reliance Proposal Form. 

LDSOs who are taking the non-SIT route through Qualification Testing, and wish to place reliance upon a third party, must complete and submit the Placing Reliance Proposal Form to the Code Bodies.

You can view the Placing Reliance Proposal Form below:

Non-SIT participant Placing Reliance Proposal Form

Following completion of the form, LDSOs are requested to email their proposals to both MHHSQualification@elexon.co.uk and enquiries@recmanager.co.uk with the subject: ‘MHHS Qualification/Placing Reliance Proposal’.

LDSOs are encouraged to engage and submit the forms so that the Code Bodies can consider the proposals and request clarifications as needed.

Non-SIT LDSOs who are not seeking to place reliance should not complete this form. 

Retail Energy Code (REC), Balancing & Settlement Code (BSC) and Data Integration Platform (DIP) Qualification Assessment Criteria for MHHS Qualification

The REC Code Manager, Elexon and the DIP Manager have produced documents detailing their respective assessment criteria for Qualification to help participants understand their MHHS Qualification requirements under these codes. 

The Assessment Criteria were developed by considering the relevant Retail, Settlement and DIP risks in relation to the REC, BSC and DIP Rules. These documents are governed by the REC Performance Assurance Board (PAB), BSC PAB and DIP Change and Advisory Board (DCAB) respectively. 

Both Systems Integration Testing (SIT) and Non-SIT participants, irrespective of their Qualification journey, can use these criteria to gain insight into the approach that has been taken by REC, BSC and the DIP Manager to define the Qualification approach for the relevant MHHS requirements. 

You can view the latest BSC and DIP Assessment Criteria in the Qualification Assessment Criteria library below.

To view the latest REC Assessment Criteria, please follow the link below to the relevant page on the REC Portal. The Assessment Criteria is listed under the MHHS section.

REC Portal

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Qualification Assessment Criteria

Short Name Doc Number Subtype Theme Version
BSC Assessment Criteria for Qualification v4.0 (Clean) - approved by PAB n/a Approach and Plan Assessment Criteria 4.0
DIP Assessment Criteria (Word) n/a Approach and Plan Assessment Criteria 1.0
DIP Assessment Criteria (PDF) n/a Approach and Plan Assessment Criteria 1.0
DIP Assessment Criteria (Excel) n/a Approach and Plan Assessment Criteria 1.0
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MHHS Qualification Planning Video

The Code Bodies have published the MHHS Qualification Planning Video for all Programme participants to use.

The video walks through the Qualification process and provides all the information needed to complete MHHS Qualification.

You can view the video via the link below:

MHHS Qualification Planning Video

Where can I find more information?

You can view specific information and documents on the following, by clicking on the links below:

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