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1. Introduction

2. Coordinated Data Cleansing Operation

3. Interface and Timetable Information

4. Appendices

AMENDMENT RECORD – BSCP520

BSCP520 Unmetered Supplies Registered in SMRS V33.0

Effective From Date:29/02/2024

Status:LIVE

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BSC Procedure 520 relating to Unmetered Supplies Registered in SMRS

1. Reference is made to the Balancing and Settlement Code (the Code) for the Electricity Industry in Great Britain and, in particular, to the definition of "BSC Procedure".

2. This is BSCP520, Version 33.0 relating to Unmetered Supplies Registered in SMRS.

3. This BSC Procedure is effective from 29 February 2024.

4. This BSC Procedure has been approved by the Panel.

1. Introduction

1.1 Scope and Purpose of the Procedure

All energy transfers at points of connection and/or supply via circuits connected to the Licensed Distribution System shall be metered, except in a limited number of defined circumstances. These exceptions, known as Unmetered Supplies (UMS), shall be at the discretion and approval of the Unmetered Supplies Operator (UMSO) acting on behalf of the Licensed Distribution System Operator (LDSO). The UMSO shall only consider providing an UMS at an exit point in accordance with Statutory Instrument (SI) 2001 No. 3263 which states:

(1) Subject to sub-paragraphs (2) and (3), an unmetered supply may be given where:

(a) the electrical load is of a predictable nature, and

(b) either:

(i) the electrical load is less than 500W; or

(ii) it is not practical for a supply of electricity to be given through an appropriate meter at the premises due to:

the anticipated metering costs in the particular case being significantly higher than the usual metering costs associated with that size of electrical load;
technical difficulties associated with providing such a meter in the particular case; or
operation of law so as to prohibit or make excessively difficult the provision of such a meter in the particular case.

(2) Subject to regulation 4, an unmetered supply shall only be given where the authorised distributor, authorised supplier and the customer have agreed to such a supply.

(3) An unmetered supply which does not fall into the categories given in sub-paragraph(1) and which is first given prior to the date on which these Regulations came into force and which has been so supplied since that date, may continue to be an unmetered supply where the authorised distributor, authorised supplier and customer concerned agree to such continuation.

The SI also gives details to the Disputes process.

1.1.1 UMS Connection Agreements and National Terms of Connection

The LDSO shall appoint an UMSO to manage unmetered supplies on its behalf. The provision of an UMS, at an exit point, is dependent upon the UMSO having information of sufficient quality to enable the annual energy consumed (by all of the Apparatus connected to the exit point) to be determined and maintained to the level of accuracy required by the Code. It is the responsibility of the UMSO to establish appropriate arrangements with the Customer for the procuring and maintenance of such information. It is expected that this will normally be done through a UMS Connection Agreement issued by the UMSO on behalf of the LDSO or will be in accordance with the National Terms of Connection, which among other things, should contain clauses covering:

(a) the periodic submission by the Customer of a Detailed Inventory, the frequency of the submission and its format;

(b) the right of the LDSO to audit the Customer’s Unmetered equipment;

(d) a provision that the Customer shall not permit any third party to connect equipment to the Customer’s Unmetered installation without the agreement of the LDSO.

1.1.2 Existing Exit Points

Existing exit points are permitted to retain their UMS status provided the consumption from such exit points can be accurately determined. The UMSO will review the unmetered status of such exit points where there is significant work to modify the exit point or there is significant change to the size and nature of the load.

1.1.3 BSC Procedure

This BSC Procedure (BSCP) sets out the requirements for UMS registered in Supplier Meter Registration Service (SMRS). Metering data for Settlement purposes shall be derived utilising either:-

(a) an Equivalent Meter (EM) providing Half Hourly (HH) data; or

(b) an Estimated Annual Consumption (EAC) per Metering System Identifier (MSID) with an appropriate Profile Class and Standard Settlement Configuration (SSC).

On or after the UMS Mandate Go-Live Date, Metering data for Settlement purposes should only be derived using an Equivalent Meter (EM) providing Half Hourly (HH) data.

This BSCP also sets out the requirements for a coordinated data cleansing operation which must commence no later than 18 months prior to the UMS Mandate Go-Live Date.

1.2 Main Users of Procedure and their Responsibilities

This BSCP should be used by Suppliers, Half Hourly Data Collectors (HHDCs), Non Half Hourly Data Collectors (NHHDCs), Meter Administrators (MAs), LDSOs and UMSOs.

Appendices 4.1 and 4.2 should be used by Customers, to identify Charge Codes, load ratings, Switch Regime codes, etc.

The SVAA will be managing the Market Domain Data in addition to performing the Supplier Volume Allocation (SVA) role, and therefore SVAA is the Market Domain Data Manager (MDDM).

1.2.1 LDSO Responsibilities

Each LDSO shall be responsible for the following:

Appointing an UMSO¹ to carry out the responsibilities required by the Code;
Ensuring that all new UMS connections are either included in an existing inventory or a new inventory has been agreed with the UMSO;
Arranging physical connection, disconnection, energisation, de-energisation of unmetered supplies;
Where connection work is carried out by a Customer’s Independent Connection Provider (ICP) ensuring that suitable arrangements to manage the ICP are in place such that the requirements described in b) and c) above are met;
Where a new UMS is agreed by the UMSO, submitting the new MSID data to SMRA;
Where additional MSIDs are required by the UMSO for an existing inventory submitting additional MSID data to the SMRA; and
providing any other additional information required to enable the Supplier to determine the Distribution Use of System (DUoS) charges.

Although not shown in each interface timetable, there is an assumption that where changes relate to SMRA registration data, the details of these changes shall also be notified to the UMSO by the LDSO. An electronic method of communication shall be agreed by the parties to include relevant data items and shall be provided on a regular agreed timetable.

1.2.2 UMSO Responsibilities

Each UMSO shall be responsible for the following:-

(a) where the Detailed Inventory is subject to HH trading, providing a copy of the Summary Inventory and/or CMS Control File (as appropriate) to the appointed MA. Agreed updates to the Summary Inventory and/or CMS Control File (as appropriate) will be similarly passed to the appointed MA;

(b) providing Unmetered Supply Certificates;

(c) requesting additional MSIDs from the LDSO where additional inventory items need to be allocated to alternative SSCs and associated Profile Class and passing details of all MSIDs and the associated Meter Timeswitch Class and Profile Class to the Supplier for registration;

(d) where the Detailed Inventory is subject to NHH trading, calculating initial and revised EACs and submitting them to the appointed Supplier and NHHDC;

(e) informing the Supplier and MA of the type of EM (i.e. whether passive or dynamic) to be used in the LDSO’s area;

(f) agreeing with the MA the location of any associated photo-electric cell unit (PECU) arrays in accordance with the siting procedures in 4.6.1.1;

(g) agreeing with the MA the latitude and longitude information for the installed Apparatus for each Sub-Meter where an EM is being used. In the absence of more specific information, the latitude and longitude for the geographic centre of the GSP Group should be used (see OID);

(h) for supporting the Trading Dispute process as required by Section W of the Code;

(i) for responding to any queries raised by the Panel, Supplier, the Supplier Volume Allocation Agent, the Data Collector, the Meter Administrator and / or the BSC Auditor;

(j) providing Suppliers with the data that will enable them to fulfil their obligations under the Code;

(k) notifying Suppliers on discovering that any Settlement data for which the UMSO is responsible is potentially incorrect or missing;

(l) retaining Settlement data in accordance with this BSCP and Party Service Line (PSL) 100 ‘Non Functional Requirements for Licensed Distribution System Operators and Party Agents’;

(m) ensuring that the Customer continues to comply with the conditions for an Unmetered Supply;

(n) issuing an annual spreadsheet containing all UMS EACs for each MSID split by Settlement Register (using the appropriate Average Fraction of Yearly Consumption) to Suppliers each June and providing confirmation to BSCCo. that this process has occurred;

(o) resending the correct EAC(s) to the NHHDC upon instruction by the Supplier if Supplier identifies a discrepancy between EACs received from NHHDCs to those received from the UMSO;

(p) validating all Charge Codes, Switch Regimes and Variable Power Switch Regimes against the Operational Information Document (OID) and associated spreadsheets;

(q) ensuring that MSIDs and inventory data for mCMS are kept separate from, and are not combined with, MSIDs or inventories for other UMS Apparatus; and

(r) cooperating with Supplier and Customer in the coordinated data cleansing operation as set out in Section 2.

The UMSO shall record and use such Market Domain Data (MDD) as is considered appropriate by the Panel (having regard to the UMSO’s functions) and shall, in particular, use only MDD for those items in relation to which there is a MDD entry or other information determined by the UMSO where such information does not conflict with MDD.

1.2.3 Supplier Responsibilities

The Supplier is responsible for ensuring that a Qualified MA, where an EM is being utilised, and appropriate Qualified Party Agents for data collection and data aggregation, are appointed.

The Supplier is responsible for comparing EACs received from NHHDCs to those received from the UMSO and, if a discrepancy is identified, the Supplier shall instruct the UMSO to resend the correct EAC(s) to the NHHDC.

The Supplier is responsible for cooperating with UMSO and Customer in the coordinated data cleansing operation as set out in Section 2.

1.2.4 NHHDC Responsibilities

The NHHDC is responsible for ensuring that new EACs, and any revisions, provided by the UMSO in accordance with BSCP504 are available to the NHHDA to meet the required Volume Allocation Run timescales.

1.2.5 Meter Administrator Responsibilities

In summary, the MA is responsible for the following:-

(a) receiving a copy of the agreed Summary Inventory and/or CMS Control File (as appropriate) of the UMS Apparatus for an MSID, together with agreed updates, from the UMSO;

(b) validating and processing the Summary Inventory and/or CMS Control File (as appropriate) information into the EM, generating a D0389 – UMS Response flow to the UMSO and forwarding an inventory report extracted from the EM to the Customer;

(c) using the latitude and longitude information, agreed with the UMSO, for the MSID appropriate to the installed Apparatus;

(d) validating all Charge Codes and Switch Regimes against the Operational Information Document (OID) and associated spreadsheets;

(e) ensuring metered data from the EM is available to the HHDC to meet the Volume Allocation Run timescales required by the Supplier;

(f) indicating to the HHDC when data is not available or missing; and

(g) retaining Settlement data in accordance with this BSCP and PSL100 ‘Non Functional Requirements for Licensed Distribution System Operators and Party Agents’.

1.2.5.1 Recording of Data

The MA shall record sufficient details received from the Supplier of its appointment in respect of a MSID to enable the MA to perform its functions as MA and operate the Equivalent Meter permitted for use within the GSP group by the LDSO. These details shall include:

the Settlement Days for which the MA is appointed by the Supplier;
the relevant MSID;
the Identifier for the HHDC;
the UMSO providing the Unmetered Supply Certificate for that Metering System;
the geographical position defined by the UMSO for that MSID or, where these are defined by the UMSO, the geographical positions for related Sub-Meters of the Summary Inventory for that MSID;
the indicator defined by the UMSO as to whether a PECU array is required for that MSID or for related Sub-Meters of the Summary Inventory where these Sub-Meters are agreed with the UMSO; and
the energisation status associated with the MSID in Supplier Meter Registration Service;
the indicator defined by the UMSO as to whether a Central Management System is required for that MSID or for related Sub-Meters of the Summary Inventory and/or CMS Control File (as appropriate) where these Sub-Meters are agreed with the UMSO. Sub-Meters for CMS equipment are denoted in lower case, non-CMS are denoted in upper case. Each Sub-Meter must be unique within an MSID.

The MA shall record and use such Market Domain Data (MDD) as is considered appropriate by the Panel (having regard to the MA’s functions) and shall, in particular, use only MDD for those items in relation to which there is a MDD entry or other information provided by the UMSO where such information does not conflict with MDD.

1.2.5.2 Equivalent Meter Audit Requirements

MAs shall ensure that audit trails are maintained between:

Equivalent Meter failure reports or energisation/de-energisation requests, and any subsequent actions taken; and
data requested and data sent (or received) in relation to transfers of data between outgoing and incoming MAs.

1.2.5.3 Resolution of Queries and Disputes

The MA shall respond to queries raised by the Supplier, UMSO, the Supplier Volume Allocation Agent, the HHDC, the BSC Auditor and the LDSO.

In the event of any dispute as to whether an item of MDD is appropriate or, as the case may be, affects the accuracy of Settlement, the decision of the Panel shall be final.

1.2.5.4 Recording Devices

The MA shall ensure that the import of electrical energy by every MSID to which it is appointed is accurately recorded by the correct use of an Equivalent Meter.

If requested by the LDSO, the MA shall provide details of reactive power as an output from the Equivalent Meter.

1.2.5.5 Systems and Processes

The MA shall use systems and processes so approved in accordance with BSCP537 in the operation of Equivalent Meters. These systems and processes must also comply with all other applicable requirements set out in the Code and other relevant CSDs.

1.2.5.6 Termination of Appointment of Meter Administrator

The MA shall prepare and maintain plans that will enable its Supplier’s obligations under the Code to continue to be met notwithstanding the expiry or termination of the MA’s appointment as the MA. The plans, which the MA undertakes to implement on any such expiry or termination, will include the immediate transfer of data and other information to an incoming MA appointed by the Supplier or to the Panel.

Details of the processes to be followed when there is a Change of MA are set out in Section 3.4.

1.2.5.7 Summary Inventories and CMS Control File

The MA shall record a history of the Summary Inventories and CMS Control Files and their effective from dates input to the Equivalent Meter.

Details of the processes to be followed for new and updated Summary Inventories and CMS Control Files are described in more detail in Sections 3.1 and 3.2 of this document.

Where the Summary Inventory or CMS Control File is not provided by the UMSO or is not relevant to a half hourly unmetered Measurement Class the MA shall request the UMSO to provide the correct information and inform the associated Supplier if it is not provided in time to allow data to be submitted for the Initial Settlement Run for any MSID to which the MA has been appointed.

1.2.6 Approval of Categories of Apparatus, Charge Codes and Switch Regimes

The Panel, or its nominated representatives, approve additions or alterations to the categories of Apparatus, Charge Codes and their associated load rating (and dimming level load rating if applicable) and Switch Regimes in respect of static dimming equipment. Proposals for approval, and for load research (regarding associated load ratings and/or dimming level load rating) to be initiated, will be recommended by the Balancing and Settlement Code Company (BSCCo) to the Panel for approval. The Panel, or its nominated representatives, may request that the Unmetered Supplies User Group (UMSUG) meets from time to time to discuss issues relating to profiles, Switch Regimes, SSC, EACs, Equivalent Meters, protocols, Charge Codes and general UMS issues.

The Panel, or its nominated representatives, shall agree (and may from time to time amend) the requirements for test data from applicants for Charge Codes and Switch Regimes. BSCCo will from time to time update the OID to provide applicants with guidance on these requirements.

BSCCo will be responsible for constructing Charge Codes and Switch Regimes in accordance with this BSCP and with the conventions agreed (and from time to time amended) by the Panel or its nominated representatives. BSCCo will periodically update the OID to provide applicants with guidance on any recent additions or amendments to these conventions. BSCCo will be responsible for the notification of Panel decisions.

BSCCo will process applications and construct Charge Codes where the intention of the applicant is to connect or market the Apparatus nationally. For clarity, ‘nationally’ means in GSP Groups controlled by more than one UMSO. Where the Apparatus is intended for use solely within a single UMSO’s GSP Group(s), an application to the Panel via BSCCo is not required.

1.2.7 Approval of an Equivalent Meter

Equivalent Meter shall be approved as defined in 3.13 and will comply with the Technical Specification for an EM as defined in 4.6.

1.3 Use of the Procedure

This BSCP shall be followed when it is agreed that the exit point qualifies to be energised without a Meter and is therefore an UMS.

1.3.1 Inventory of Unmetered Apparatus

One of the criteria for agreeing an UMS is that the Customer shall be required to provide and maintain an accurate, Detailed Inventory as agreed with the UMSO.

Any requirement for additional classifications of Apparatus, load rating information and Switch Regimes shall be referred to BSCCo.

Following approval by the Panel, the UMSO shall implement any revisions applicable to changes of classifications of Apparatus, Switch Regimes and load ratings (including dimming level load rating where appropriate) relating to UMS.

The UMSO and MA shall also implement any Charge Codes issued by BSCCo.

1.3.2 Allocation of MSIDs

Where an UMS is to be traded on a HH basis, the UMSO will obtain a unique MSID per UMS Certificate from the LDSO.

Until the date that is 12 months prior to the UMS Mandate Go-Live Date, for all other UMS, a unique MSID per SSC per UMS Certificate will be provided by the LDSO.

1.3.3 Identification of SSCs, Profile Classes and AFYCs

The number of SSCs and the associated Profile Class, Average Fraction of Yearly Consumption (AFYC) and Switch Regimes can be identified from the Summary Inventory, using the following as a basis:-

(a) flat UMS (category A);

(b) dusk to dawn UMS (category B);

(d) dawn to dusk UMS (category D); and

(e) UMS with a specific TPR (category E) shall be allocated to the appropriate Profile Class, SSC and AFYC.

The Operational Information Document (OID) provides guidance on the allocation of Apparatus to the different categories and details for categories A to E.

1.3.4 Calculation and Issuing of EACs

For each UMS Certificate where the supply is not being traded on a HH basis the UMSO shall calculate an EAC per MSID, in accordance with the procedure set out in Appendix 4.4.

The EAC(s) shall be entered on the UMS Certificate. The UMSO shall provide the EAC(s) to the appointed Supplier and the appropriate NHHDC split by Settlement Register using the appropriate AFYC, to meet Volume Allocation Run timescales.

The UMSO shall issue an annual spreadsheet detailing all UMS EACs for each MSID split by Settlement Register in June of each year to the appropriate Supplier so that discrepancies between this data and data held in Settlement can be identified and corrected.

The UMSO shall recalculate any EAC affected by a revision to the Detailed Inventory when that revision has been agreed with the Customer. The revised EAC, appropriately split, shall be issued to the appointed Supplier and appropriate NHHDC to meet Volume Allocation Run timescales.

Evidence to support the calculation of the EAC shall be retained by the UMSO for inspection, on request, by the BSC Auditor and Supplier, or their Party Agents.

1.3.5 UMS Certificate

The UMSO shall issue an UMS Certificate to the Customer for each agreed Detailed Inventory, which may cover multiple exit points. In the case of an Equivalent (HH) Unmetered Supply, the UMS Certificate should only be issued on request by the Supplier or Customer. On or after the date being 12 months prior to the UMS Mandate Go-Live Date, all UMS Certificates issued for new UMS Inventories must be for HH-traded MSIDs only.

The UMS Certificate will contain the following minimum information:-

(a) name of the LDSO;

(b) issue date;

(d) title and/or reference of the Summary Inventory and/or CMS Control File (as appropriate);

(e) the MSID(s), Profile Class Id, Meter Timeswitch Class Id and LLF Class Id;

(f) if NHH profiled, then the EAC(s) for each MSID; and

(g) any other information required for determining DUoS charges.

1.3.6 Method of Trading

The Supplier appointed to an MSID shall be responsible for ensuring that the metered data is provided on a HH or Non-Half Hourly (NHH) basis.

A Supplier must register at the same time all MSIDs on the one UMS Certificate.

1.3.7 Non-Half Hourly Trading (Not applicable on or after the UMS Mandate Go-Live Date)

The Supplier shall appoint Party Agents and send the registration details to SMRA. In addition the Supplier shall nominate the UMSO as the SVA Meter Operator Agent (MOA) and notify SMRA. The UMSO shall provide the EAC per Settlement Register calculated as per Appendix 4.4, SSC, Meter Timeswitch Class and Profile Class information for each MSID to the appointed Supplier and the appropriate NHHDC.

1.3.8 Half Hourly Trading

The Supplier shall appoint Party Agents and send the registration details to SMRA. In addition the Supplier shall nominate the MA as the SVA MOA.

The Supplier shall advise the UMSO of the appointed MA. The UMSO shall send a copy of the current Summary Inventory to the MA appointed for an MSID for all non-CMS controlled equipment. Where the UMSO requires more than one PECU array to be installed for an MSID, the Summary Inventory shall identify the Apparatus, suitably codified with a different Sub-Meter assigned to each PECU array. Where a CMS is required, the UMSO shall create and send a CMS Control File to the MA detailing the Apparatus that is to be managed by the CMS.

In addition, any agreed updates to the Summary Inventory or any CMS Control File shall be advised to the appointed MA.

1.3.9 Temporary UMS Supplies

Where an MSID is allocated for a temporary UMS which is being used for up to 3 or 4 periods of the year only (e.g. Christmas lighting), the appointed Supplier shall follow the Energisation and De-energisation procedures at the time(s) of connection and disconnection respectively. This is distinct from temporary supplies connected and disconnected frequently throughout the year on a random basis (e.g. temporary traffic lights), where the UMSO will calculate the EAC on an agreed number of annual operating hours, in consultation with the Customer.

1.4 Other Sections within the BSCP

The remaining sections in this document are:

Section 2 - Coordinated Data Cleansing Operation.

Section 3 - Interface and Timetable Information: - this section defines in detail the requirements of each business process. The MA cannot send flows using the Data Transfer Service (DTS).

Where Section 3 identifies either the UMSO and/or the MA being the sender/and or recipient of a ‘D’ flow, the data items to be provided will be as included in the BSC SVA Data Catalogue, however the method of sending the information may be manual e.g. e-mail, if the “D” flow is not supported for the UMSO or MA role code. In any event the method shall be agreed between Parties/Party Agents in advance.

Section 4 - Appendices: this section provides supporting information to this BSCP.

1.5 Balancing and Settlement Code Provision

This BSCP has been produced in accordance with the provisions of the Balancing and Settlement Code (the Code), and in particular the provisions of Section S8 ‘Unmetered Supplies’ which, amongst other things, state that:

the UMSO shall determine whether a supply of electricity to a particular Detailed Inventory should be treated as an Unmetered Supply;
for Unmetered Supplies the UMSO shall issue an Unmetered Supplies Certificate. For Equivalent (HH) Unmetered Supplies the UMS Certificate should only be issued on request by the Supplier or Customer;
the UMSO will agree a Detailed Inventory with the Customer and will prepare a Summary Inventory and/or CMS Control File (as appropriate) from the Detailed Inventory;
for each Profiled (NHH) Unmetered Supply the UMSO shall calculate an EAC and notify the Supplier or Supplier Agent of the value of the EAC;
following a material change to the Detailed Inventory to which a UMS Certificate relates the UMSO shall provide:

a new Summary Inventory and/or a new CMS Control File (as appropriate) for an Equivalent Unmetered Supply; or
a new EAC in the case of a Profiled Unmetered Supply; and

changing the treatment of an Unmetered Supply from an Equivalent Unmetered Supply to a Profiled Unmetered Supply shall only be made if the relevant Unmetered Supply Certificate is cancelled and a new Unmetered Supply Certificate is issued in its place.

In the event of an inconsistency between the provisions of this BSCP and the Code, the provisions of the Code shall prevail.

1.6 Associated BSC Procedures

BSCP40	Change Management.
BSCP501	Supplier Meter Registration Service.
BSCP502	Half Hourly Data Collection for SVA Metering Systems Registered in SMRS.
BSCP504	Non-Half Hourly Data Collection for SVA Metering Systems Registered in SMRS.
BSCP509	Changes to Market Domain Data.
BSCP515	Licensed Distribution.
BSCP537	Qualification Process for SVA Parties, SVA Party Agents and CVA MOAs.

1.7 Acronyms and Definitions

1.7.1 Acronyms

The terms used in this BSCP are defined as follows:

AFYC	Average Fraction of Yearly Consumption
BSC	Balancing and Settlement Code
BSCCo	Balancing and Settlement Code Company
BSCP	Balancing and Settlement Procedure
CMS	Central Management System
CSS	Central Switching Service
DUoS	Distribution Use of System
EAC	Estimated Annual Consumption
EFD	Effective From Date
EM	Equivalent Meter
ERDA	Electricity Retail Data Agent
GSP	Grid Supply Point
HH	Half Hourly
HHDA	Half Hourly Data Aggregator
HHDC	Half Hourly Data Collector
Id	Identifier
kWh	Kilowatt Hour
LDSO	Licensed Distribution System Operator
LF	Load Factor
LLF	Line Loss Factor
MA	Meter Administrator
mCMS	Measured Central Management System
MDD	Market Domain Data
MDDM	Market Domain Data Manager
MSID	Metering System Identifier
MTC	Meter Timeswitch Class
NHH	Non-Half Hourly
NHHDA	Non-Half Hourly Data Aggregator
NHHDC	Non-Half Hourly Data Collector
OID	Operational Information Document
PECU	Photo Electric Control Unit
REC	Retail Energy Code
SMRA	Supplier Meter Registration Agent
SMRS	Supplier Meter Registration Service
SSC	Standard Settlement Configuration
SSD	Supply Start Date
SVA	Supplier Volume Allocation
SVA MOA	Supplier Volume Allocation Meter Operator Agent
TPR	Time Pattern Regime
UMS	Unmetered Supplies
UMSO	Unmetered Supplies Operator of the LDSO
UMSUG	Unmetered Supplies User Group
UTC	Co-ordinated Universal Time
W	Watts
WD	Working Day

1.7.2 Definitions

Full definitions of the above acronyms and other defined terms used in this BSCP are, where appropriate, included in the Code. For clarification, definitions are provided below for terms specifically associated with UMS:-

“Apparatus” means all equipment in which electrical conductors are used, supported or of which they may form part;

“Applicant” means a person applying to the BSCCo for a Charge Code, Switch Regime code or for Equivalent Meter approval;

“Astronomical Almanac” means the Astronomical Almanac published annually by the Stationery Office or other suitable publication;

“Central Management System” means a system that is able to dynamically control and manage the electrical load used by Apparatus registered as an Unmetered Supply;

“CMS Control File” means a summarised version (as described in 4.8.1) of the Detailed Inventory of CMS controlled Apparatus provided to the UMSO by the Customer where appropriate;

“CMS Manufacturer” means a person marketing a Central Management System;

“CMS Test Agent” means a Meter Administrator appointed to carry out testing of a CMS in accordance with the relevant test specification;

“Charge Code” means a 13 digit numeric code assigned to unmetered Apparatus that specifies the associated circuit watts and other technical information for the Apparatus;

“Dawn” means 30 minutes before Sunrise;

“Detailed Inventory” means an inventory of Apparatus as specified in the Section titled Standard File Format for Detailed Inventories in the Operational Information Document;

“Dusk” means 30 minutes after Sunset;

“Electricity Retail Data Agent” has the meaning given to that term in the REC;

“Equivalent Meter” means the hardware and software as defined in Section 1.2.7;

“Equivalent Unmetered Supply” means an Unmetered Supply with a Measurement Class of unmetered half hourly consumption;

“Initial Registration Request” has the meaning given to that term in the REC;

“Measured Central Management System” means a subset of Central Management System that is able to use feedback from an active measuring device to dynamically control and manage the electrical load used by UMS Apparatus;²

“PECU array” means the hardware described in Appendix 4.6;

“Percentage Dimming Level” means the percentage of its full load circuit loading (watts) at which the Apparatus is operating;

“Profiled Unmetered Supply”: means an Unmetered Supply with a Measurement Class of unmetered non-half hourly consumption;

“Sub-Meter” means that within an Equivalent Meter there is more than one PECU array or more than one Summary Inventory or CMS Control File associated with an MSID;

“Summary Inventory” means a summarised version (as described in 4.8.1) of the Detailed Inventory provided to the UMSO by the Customer excluding the CMS controlled Apparatus where appropriate;

“Sunrise” means the time when the sun’s apparent disc is below and tangential to the horizon at sea level and to the east of the observer;

“Sunset” means the time when the sun’s apparent disc is below and tangential to the horizon at sea level and to the west of the observer;

“Switch Regime” means a 3 character alphanumeric code assigned to unmetered Apparatus that specifies the switching times and other technical information for the Apparatus;

“Variable Power Switch Regime” means a type of Switch Regime assigned to unmetered Apparatus, and identified by a 3 character alphanumeric code, that specifies the switching times, dimming times, power levels and other technical information for the Apparatus.

2. Coordinated Data Cleansing Operation

No later than 18 months prior to the UMS Mandate Go-Live Date UMSOs and Suppliers are required to participate in a data cleansing operation coordinated by BSCCo. Each UMSO must complete the Data Cleansing Template (published on BSC website) with input from the Supplier and Customer. This should ensure that for each Inventory, the contact details are correct and current, the MSID to become HH-traded is agreed, and MSIDs are disconnected if and only if it is established that the equipment no longer exists.

3. Interface and Timetable Information

3.1 Establishment of a New UMS Inventory³

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.1.1		Agree that the application for UMS meets the requirements of Section 1.1.	UMSO.	Customer.	Signed UMS Connection Agreement.	Paper, fax or electronic media, as agreed.
3.1.2	Within 15 WD of completing 3.1.1 or receiving the Customer’s proposed Detailed Inventory, whichever occurs later.	Validate all Charge Codes and Switch Regimes against the OID and associated spreadsheets. If the proposed Detailed Inventory passes validation, agree the inventory and proceed to step 3.1.3. Otherwise reject the inventory and, if subsequently resubmitted by the Customer, repeat this step within 15 WD of the resubmission.	UMSO.	Customer.	Customer’s proposed Detailed Inventory. Confirmation that Detailed Inventory is valid or, if invalid, reasons for rejection.	Paper, fax or electronic media, as agreed.
3.1.3		Is UMS to be traded HH? If so, proceed to 3.1.4. If UMS not HH, proceed to 3.1.18. On or after the date being 12 months prior to the UMS Mandate Go-Live Date, UMS Certificates and MSIDs can only be created for HH-traded UMS.	UMSO.		Notification received from Supplier or Customer.	Internal Process.
3.1.4	If HH.	UMSO requests new MSID.	UMSO.	LDSO.	GSP Group ID LLF Class Id, Address	Electronic or other agreed method
3.1.5		LDSO allocates MSID per UMS Certificate and notifies SMRA of MSID data.	LDSO.	SMRA	MSID, GSP Group Id, LLF Class Id, 1998 TA Indicator and Metering Point Address as per BSCP501	Electronic or other agreed method
3.1.6		Send MSID to UMSO.	LDSO	UMSO.	P0171 Request Creation of UMS Skeleton SMRS Record.	Electronic or other agreed method
3.1.7		Complete UMS Certificate. Issue to Customer. Issue to Supplier, if appointed by the Customer earlier on in the process.	UMSO.	Customer, Supplier.	P0170 HH Unmetered Supply Certificate.	Paper, fax or electronic media, as agreed.
3.1.8	On Customer or Supplier request.	Request from the UMSO the type of EM (Passive or Dynamic) and agree the location, if any, of the PECU array(s) and other factors relevant to the PECU Array Siting Procedure in 4.6.1.1.	MA	UMSO.		Electronic or other agreed method
3.1.9	Within 5 WD of 3.1.8.	Agree the Sub-Meter ID(s), type of EM (Passive or Dynamic) and the location, if any, of the PECU array(s) in accordance with the provision of the PECU Array Siting procedures in 4.6.1.1.	UMSO.		Type of EM and agreed latitude and longitude or geographic co-ordinates.	Electronic or other agreed method
		Provide latitude and longitude information to MA. In the absence of more specific information, the latitude and longitude for the geographic centre of the GSP Group should be used (see OID).		MA.
3.1.10	Following registration in CSS and synchronisation with SMRS via the ERDA.	Send registration details to SMRA.	Supplier.	SMRA.	D0205 Update Registration Details, including MA MPID in MOA Id data item (J0178).	Electronic or other agreed method.
3.1.11		Record details for MSID in accordance with BSCP501.	SMRA.			Internal Process.
3.1.12		Send appointment details and additionally EM details to relevant recipients.	Supplier.	MA. HHDC. HHDA.	D0155 Notification of new Meter Operator or Data Collector Appointment and Terms. D0155 Notification of new Meter Operator or Data Collector Appointment and Terms. D0148 Notification of Change to Other Parties. D0153 Notification of Data Aggregator Appointment and Terms.	Electronic or other agreed method.
3.1.13	Within 2 WD of 3.1.12	Send notification of rejection of appointment including reason why the request has been rejected	MA HHDC HHDA	Supplier	D0261 Rejection of Contractual terms. Go to 3.1.12 if required.	Electronic or other agreed method
3.1.14	Within 2 WD of 3.1.12	Send confirmation of appointment acceptance	MA HHDC HHDA	Supplier	D0011 Agreement of Contractual terms.	Electronic or other agreed method
3.1.15	Within 1 WD of receiving all applicable D0011s	Send notification of appointment, including start date and associated Agent details.	Supplier	MA. HHDC	D0148 Notification of Change to Other Parties. D0289 Notification of MC/EAC/PC.⁴ D0302 Notification of Customer Details	Electronic or other agreed method
3.1.16	Within 5 WD following 3.1.12.	Send Summary Inventory and/or CMS Control File details to MA. If de-energised, UMSO sends D0388 UMS Inventory with a zero Charge Code.	UMSO.	MA.	D0388 – UMS Inventory	Electronic or other agreed method
3.1.17	Within 5 WD validate Summary Inventory against OID. If inventory fails validation.	Reject Summary Inventory and/or CMS Control File and await new Summary Inventory and/or CMS Control File.	MA.	UMSO.	D0389 – UMS Response	Electronic or other agreed method.
3.1.18	If Summary Inventory passes validation.	Process using EM and send response to UMSO and where appropriate, send a copy of Summary Inventory and/or CMS Control File extracted from the EM to the Customer.	MA.	UMSO, Customer.	D0389 – UMS Response Report of Summary Inventory and/or CMS Control File content.	Electronic or other agreed method Paper, fax or electronic media, as agreed.
3.1.19	If unable to send HH data before SSD.	Inform the Supplier of an EM fault (as set out in 3.14.1).	MA.	Supplier. HHDC.		Electronic or other agreed method.
3.1.20	Prior to SSD or Energisation Date whichever is later.	Liaise with HHDC to ensure data from EM can be processed.	MA.	HHDC.	D0379 - Half Hourly Advances UTC.	Electronic or other agreed method.
3.1.21	After 3.1.3 for NHH.	Request new MSID per SSC.	UMSO.	LDSO.	GSP Group ID, LLF Class Id, Address, and Metered Indicator.	Electronic or other agreed method
3.1.22		LDSO allocates MSID(s) per UMS Certificate. Creates skeleton record details and notifies SMRA of MSID(s) in accordance with BSCP501 MSID data	LDSO.	SMRA	MSID(s), GSP Group Id, LLF Class Id, 1998 TA Indicator and Metering Point Address as per BSCP501.	Electronic or other agreed method
3.1.23		Send MSID(s) to UMSO	LDSO	UMSO	P0171 Request Creation of UMS Skeleton SMRS Record.	Electronic or other agreed method.
3.1.24		Calculate EACs, complete UMS Certificate. Issue UMS Certificate to Customer and Supplier if appointed earlier on in the process.	UMSO.	Customer, Supplier	P0207 NHH Unmetered Supply Certificate.	Internal Process. Paper, fax or electronic media, as agreed.
3.1.25	Following registration in CSS of all listed MSIDs and synchronisation with SMRS via the ERDA.	Send registration details to SMRA for all listed MSIDs.	Supplier.	SMRA.	D0205 Update Registration Details.
3.1.26	As soon as possible and in any event within 5 Working Days of (i) the effective date of the change; or (ii) receiving notification that a change is required if this occurs after the effective date of the change.⁵	Where more than one MSID appears on the UMS certificate create metering point relationships and update MTC if required	Supplier	SMRA	D0386 Manage Metering Point Relationships D0205 Update Registration Details
3.1.27		Record details for all of the MSIDs in accordance with BSCP501.	SMRA.			Internal Process.
3.1.28		Send appointment details.	Supplier.	NHHDC. NHHDA.	D0148 Notification of Change to Other Parties. D0155 Notification of new Meter Operator or Data Collector Appointment and Terms. D0153 Notification of Data Aggregator Appointment and Terms.	Electronic or other agreed method.
3.1.29		Send split EAC, Profile Class and SSC details for each MSID.	UMSO.	Supplier, NHHDC.	D0052 Affirmation of Metering System Settlement Details.	Electronic or other agreed method.
3.1.30	On receipt of D0052.	Validate D0052.	NHHDC		In accordance with BSCP504 Non-Half Hourly Data Collection.	Internal Process.
3.1.31	If D0052 is invalid.	Send notification of invalid Metering System Settlement details.	NHHDC.	UMSO, Supplier.	D0310 Notification of Failure to Load or Receive Metering System Settlement Details.	Electronic or other agreed method.

3.2 Amendment to Inventory

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.2.1	When change(s) to unmetered Apparatus.	Send proposed revised Detailed Inventory to UMSO.	Customer.	UMSO.	Customer’s proposed revised Detailed Inventory.	Paper, fax or electronic media, as agreed.
3.2.2	Within 15 WD of 3.2.1.	Validate all Charge Codes and Switch Regimes against the OID and associated spreadsheets. If the proposed revised Detailed Inventory passes validation, agree the inventory and proceed to step 3.2.3. Otherwise reject the inventory and repeat steps 3.2.1 and 3.2.2 as required.	UMSO.	Customer.	If validation passed, Customer’s Approved Detailed Inventory with agreed EFD. If validation failed, reasons for rejection.	Paper, fax or electronic media, as agreed.
3.2.3	If HH following 3.2.2, when UMSO has agreed amendment to Summary Inventory with Customer, then within 5 WD.	Send revised Summary Inventory and/or CMS Control File details to MA.	UMSO.	MA.	D0388 – UMS Inventory	Electronic or other agreed method.
3.2.4	If items exist in the updated Summary Inventory and/or CMS Control File (as appropriate) for which no data on load and switching times have been defined.	Reject updated Summary Inventory and/or CMS Control File (as appropriate), listing invalid Charge Codes and/or Switch Regimes to the UMSO and/or reasons as detailed in Section 4.8.2	MA.	UMSO.	D0389 – UMS Response	Electronic or other agreed method.
3.2.5	Within 5 WD of receipt or by the EFD [whichever is the later date].	Process using EM and send response to UMSO and where appropriate, send a copy of Summary Inventory and/or CMS Control File extracted from the EM to the Customer.	MA.	UMSO, Customer.	D0389 – UMS Response Report of Summary Inventory and/or CMS Control File content.	Electronic or other agreed method. Paper, fax or electronic media, as agreed.
3.2.6	After 3.2.2 for NHH.	If required request additional MSID(s) per SSC.	UMSO.	LDSO	GSP Group ID, LLF Class Id, Address, Related details	Electronic or other agreed method.
3.2.7		Where appropriate allocate additional MSID(s) per SSC and notify SMRA of MSID data	LDSO	SMRA	MSID, GSP Group Id, LLF Class Id, 1998 TA Indicator and Metering Point Address as per BSCP501.	Electronic or other agreed method.
3.2.8		Send MSID(s) to UMSO.	LDSO.	UMSO.		Electronic or other agreed method.
3.2.9		Calculate revised EACs. Complete UMS Certificate. Issue to Customer and Supplier.	UMSO.	Customer, Supplier.	P0207 NHH Unmetered Supply Certificate. P0207 NHH Unmetered Supply Certificate.	Paper, fax or electronic media, as agreed. Electronic or other agreed method.
3.2.10		As required, for any MSID(s) with zero EACs follow de-energisation and Disconnection process as set out in (3.7) and (3.8) respectively. Send to SMRA for any additional listed MSIDs.	Supplier.	SMRA.	D0205 Update Registration Details..	Electronic or other agreed method.
3.2.11	As soon as possible and in any event within 5 Working Days of (i) the effective date of the change; or (ii) receiving notification that a change is required if this occurs after the effective date of the change.⁵	Where the number of MSIDs appearing on the UMS Certificate has changed, create or remove metering point relationships as appropriate and update MTC if required.	Supplier	SMRA	D0386 Manage Metering Point Relationships. D0205 Update Registration Details	Electronic or other agreed method.
3.2.12		Record details in accordance with BSCP501.	SMRA.			Internal Process.
3.2.13		Where appropriate, send appointment details.	Supplier.	NHHDC. NHHDA.	D0148 Notification of Change to Other Parties. D0155 Notification of new Meter Operator or Data Collector Appointment and Terms. D0153 Notification of Data Aggregator Appointment and Terms.	Electronic or other agreed method.
3.2.14		Send revised split EAC, Profile Class and SSC details for each MSID.	UMSO.	Supplier, NHHDC.	D0052 Affirmation of Metering System Settlement Details.	Electronic or other agreed method.
3.2.15	On receipt of D0052.	Validate D0052.	NHHDC		In accordance with BSCP504 Non-Half Hourly Data Collection.	Internal Process.
3.2.16	If D0052 is invalid.	Send notification of invalid Metering System Settlement details.	NHHDC	UMSO, Supplier	D0310 Notification of Failure to Load or Receive Metering System Settlement Details.	Electronic or other agreed method.

3.3 Change of Supplier

3.3.1 Half Hourly Trading

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.3.1.1	Following registration in CSS and synchronisation with SMRS via the ERDA.	Send registration details to SMRA for all listed MSIDs.	New Supplier.	SMRA.	D0205 Update Registration Details.	Electronic or other agreed method.
3.3.1.2		Send appointment details to relevant recipients.	Supplier.	HHDC. HHDA. MA.	D0148 Notification of Change to Other Parties. D0155 Notification of New Meter Operator or Data Collector Appointment and Terms. D0153 Notification of Data Aggregator Appointment and Terms. D0155 Notification of New Meter Operator or Data Collector Appointment and Terms. D0148 Notification of Change to Other Parties. D0289 Notification of MC/EAC/PC.⁶ D0302 Notification of Customer Details	Electronic or other agreed method.
3.3.1.3	If Change of Supplier concurrent with changes to EM or PECU Array siting	Agree the Sub-Meter ID(s), type of EM (Passive or Dynamic) and the location, if any, of the PECU array(s) in accordance with the provision of the PECU Array siting procedures in 4.6.1.1. Provide latitude and longitude information to MA. In the absence of more specific information, the latitude and longitude for the geographic centre of the GSP Group should be used (see OID).	UMSO.	MA.	Type of EM and agreed latitude and longitude or geographic co-ordinates.	Electronic or other agreed method.
3.3.1.4	If New MA	See Section 3.4
3.3.1.5	If New DC	See Sections 3.5
3.3.1.6		Send appointment termination details.	Old Supplier.	Old MA. Old HHDC. Old HHDA.	D0151 Termination of Appointment or Contract by Supplier.	Electronic or other agreed method.

3.3.2 Non-Half Hourly Trading (Applicable until the UMS Mandate Go-Live Date)

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.3.2.1	Following registration in CSS and synchronisation with SMRS via the ERDA.	Send registration details to SMRA for all listed MSIDs.	New Supplier	SMRA.	D0205 Update Registration Details.	Electronic or other agreed method.
3.3.2.2		Record details for all of the MSIDs in accordance with BSCP501.	SMRA.			Internal Process.
3.3.2.3		Send appointment details and details of previous Supplier’s NHHDC to relevant recipients.	New Supplier.	New NHHDC. New NHHDA.	D0148 Notification of Change to Other Parties. D0155 Notification of New Meter Operator or Data Collector Appointment and Terms. D0153 Notification of Data Aggregator Appointment and Terms.	Electronic or other agreed method.
3.3.2.4		Send appointment termination details.	Old Supplier.	Old NHHDC. Old NHHDA.	D0151 Termination of Appointment or Contract by Supplier. D0151 Termination of Appointment or Contract by Supplier.	Electronic or other agreed method.
3.3.2.5	Within 5 WD of SSD or receipt of D0148, whichever is later	Request from old NHHDC details of split EAC, Profile Class and SSC details for each MSID.	New NHHDC.	Old NHHDC.	D0170 Request for Metering System Related Details.	Electronic or other agreed method.
3.3.2.6		Send requested details for each MSID.	Old NHHDC.	New NHHDC.	D0152 Metering System EAC/AA Historical Data.	Electronic or other agreed method.
3.3.2.7	Within 10 WD of notification from LDSO of change of Supplier	Send split EAC, Profile Class and SSC details for each MSID.	UMSO	Supplier NHHDC	D0052 Affirmation of Metering System Settlement Details	Electronic or other agreed method.

3.4 Change of MA

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.4.1		Send details of appointed MA.	Supplier.	New MA	D0155 Notification of New Metering Operator or Data Collector Appointment and Terms.	Electronic or other agreed method.
				HHDC.	D0148 Notification of Change to Other Parties.
3.4.2	Within 2 WD of 3.4.1	Send notification of rejection of appointment including reason why the request has been rejected	MA HHDC HHDA	Supplier	D0261 Rejection of Contractual terms. Go to 3.4.1 if required.	Electronic or other agreed method
3.4.3	Within 2 WD of 3.4.1	Send confirmation of appointment acceptance	MA HHDC HHDA	Supplier	D0011 Agreement of Contractual terms.	Electronic or other agreed method
3.4.4	Within 1 WD of receiving all applicable D0011s	Send notification of appointment, including start date and associated Agent details.	Supplier	MA. HHDC	D0148 Notification of Change to Other Parties. D0289 Notification of MC/EAC/PC.⁷ D0302 Notification of Customer Details	Electronic or other agreed method
3.4.5		Send appointment termination details to old MA.	Supplier.	Old MA.	D0151 Termination of Appointment or Contract by Supplier.	Electronic or other agreed method.
3.4.6		Send New MA details to SMRA	Supplier.	SMRA.	D0205 Update Registration Details Including MA MPID in MOA Id data item (J0178)	Electronic or other agreed method.
3.4.7		Send Summary Inventory and/or CMS Control File (as appropriate) details to MA.	UMSO.	New MA.	D0388 – UMS Inventory	Electronic or other agreed method.
3.4.8	If items exist in the updated Summary Inventory and/or CMS Control File (as appropriate) for which no data on load and switching times have been defined.	Reject Summary Inventory and/or CMS Control File (as appropriate), listing invalid Charge Codes and/or Switch Regimes to the UMSO and continue to use or re-apply previous Summary Inventory and/or CMS Control File (as appropriate).	MA	UMSO	D0389 – UMS Response	Electronic or other agreed method.
3.4.9		Request sufficient information to enable the incoming MA to assume responsibility for the MSID. This data may exclude that data provided by the Supplier pursuant to paragraph 1.2.4.1.	New MA.	Old MA.	As agreed.	Electronic or other agreed method.
3.4.10		Transfer information.	Old MA.	New MA.	As agreed.	Electronic or other agreed method.
3.4.11	On appointment.	For each MSID, use the EM to determine the HH kWh consumption by MSID.	New MA.			Internal Process.

3.5 Change of Data Collector for an existing MSID when not concurrent with Change of Supplier

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.5.1		Send new HHDC or NHHDC registration details to SMRA.	Supplier.	SMRA.	D0205 Update Registration Details.	Electronic or other agreed method.
3.5.2	If HH	Send details of appointed HHDC.	Supplier.	New HHDC. If New HHDA	D0155 Notification of New Meter Operator or Data Collector Appointment and Terms. D0153 Notification of Data Aggregator Appointment and Term	Electronic or other agreed method.
3.5.3	Within 2 WD of 3.5.2	Send notification of rejection of appointment including reason why the request has been rejected	HHDC HHDA	Supplier	D0261 Rejection of Contractual terms. Go to 3.5.2 if required.
3.5.4	Within 2 WD of 3.5.12	Send confirmation of appointment acceptance	HHDC HHDA	Supplier	D0011 Agreement of Contractual terms.	Electronic or other agreed method
3.5.5	Within 1 WD of receiving all applicable D0011s	Send notification of appointment, including start date and associated Agent details.	Supplier	MA. HHDC	D0148 Notification of Change to Other Parties. D0289 Notification of MC/EAC/PC.⁸ D0302 Notification of Customer Details	Electronic or other agreed method
3.5.6		Liaise with both HHDCs to ensure data from EM is obtained to/from transition date.	MA.	New HHDC. Old HHDC.	D0379 - Half Hourly Advances UTC	Electronic or other agreed method.
3.5.7		Send appointment termination details to old HHDC.	Supplier.	Old HHDC.	D0151 Termination of Appointment or Contract by Supplier.	Electronic or other agreed method.
3.5.8	If NHH.	Send appointment details of new NHHDC and details of previous Supplier’s NHHDC.	Supplier.	New NHHDC.	D0148 Notification of Change to Other Parties. D0155 Notification of New Meter Operator or Data Collector Appointment and Terms.	Electronic or other agreed method.
3.5.9		Send appointment termination details of old NHHDC.	Supplier.	Old NHHDC.	D0151 Termination of Appointment or Contract by Supplier.	Electronic or other agreed method.
3.5.10		Send request for Old NHHDC to provide details of split EAC, Profile Class and SSC details for each MSID to New NHHDC.	Supplier.	Old NHHDC.	D0170 Request for Metering System Related Details.	Electronic or other agreed method.
3.5.11		Send details for each MSID.	Old NHHDC.	New NHHDC.	D0152 Metering System EAC/AA Historical Data.	Electronic or other agreed method.
3.5.12		Request from New NHHDC details of split EAC, Profile Class and SSC details for each MSID.	Supplier.	New NHHDC.	D0170 Request for Metering System Related Details.	Electronic or other agreed method.
3.5.13	Within 10 WD of notification from LDSO of change of Data Collector	Send split EAC, Profile Class and SSC details for each MSID.	UMSO	NHHDC	D0052 Affirmation of Metering System Settlement Details.	Electronic or other agreed method.

3.6 Change of Measurement Class

On this or after the date being 12 months prior to the UMS Mandate Go-Live Date, Change of Measurement Class from Half Hourly to Non-Half Hourly Trading is not permitted.

3.6.1 Change from Non-Half Hourly to Half Hourly Trading or from Half Hourly to Non-Half Hourly Trading

This process applies until the date that is 12 months prior to the UMS Mandate Go-Live Date.

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.6.1.1		Supplier to apply to UMSO for a new UMS Certificate.	Supplier.	UMSO.		Electronic or other agreed method.
3.6.1.2		Follow Establishment of a New UMS inventory as set out in (3.1).
3.6.1.3		For previously existing MSID(s) follow de-energisation and Disconnection processes as set out in (3.7) and (3.8) respectively.

3.6.2 Change from Non-Half Hourly to Half Hourly Trading

This process applies on or after the date being 12 months prior to the UMS Mandate Go-Live Date.

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.6.2.1		Supplier agrees which MSID, on the NHH UMS Certificate, should be retained and CoMC’d, and which MSIDs should be de-energised and disconnected.	Supplier.	UMSO.		Electronic or other agreed method.
3.6.2.2		UMSO confirm the CoMC date to Supplier.	UMSO	Supplier		Electronic or other agreed method.
3.6.2.3		UMSO confirm the de-energisation date of the NHH MSIDs not to be retained to Supplier and NHHDC.	LDSO.	NHHDC. Supplier	D0139 Confirmation or Rejection of Energisation Status Change. D0139 Confirmation or Rejection of Energisation Status Change.	Electronic or other agreed method.
3.6.2.4		Supplier updates the Measurement Class of the retained MSID, the de-energised status of the MSIDs not to be retained, and removes metering point relationships	Supplier Supplier	SMRA SMRA	D0205 Update Registration Details D0386 Manage Metering Point Relationships	Electronic or other agreed method.
3.6.2.5		For the retained MSID subject to Change of Measurement Class, follow process as for establishment of a New HH UMS Inventory (3.1.8 to 3.1.19). If necessary, follow process to change energisation status (3.7.2)
3.6.2.6		Supplier confirms to UMSO that NHH MSID(s) not to be retained can be disconnected	Supplier	UMSO	Details of MSID(s) to be Disconnected	Electronic or other agreed method.
3.6.2.7		UMSO advises LDSO that MSID(s) is no longer required and can be disconnected.	UMSO	LDSO	MSID(s), Disconnection Date, Disconnection Type	Electronic or other agreed method.
3.6.2.8		Send actual Disconnection date.	LDSO.	SMRA. Supplier.	P0175 Request to SMRA to Disconnect a UMS Metering Point. D0125 Confirmation of Disconnection of Supply.	Electronic or other agreed method.
3.6.2.9		Update record for MSID(s) as per BSCP501.	SMRA.	Supplier.	D0171 Notification of LDSO Changes to Metering Point Details.	Electronic or other agreed method.
3.6.2.10		Send appointment termination date for an MSID(s).	Supplier.	NHHDC. NHHDA.	D0151 Termination of Appointment or Contract by Supplier.	Electronic or other agreed method.

3.7 Change of Energisation Status of an MSID

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
If HH
3.7.1		When LDSO completes physical work and confirms to UMSO change in energisation status of MSID as appropriate. When Customer notifies of logical changes to MSID requiring a change of energisation status.	LDSO Customer	UMSO UMSO	MSID, details of energisation status change	Electronic or other agreed method.
3.7.2		Confirm to Supplier and MA actual energisation or de-energisation date.	LDSO.	MA. Supplier.	D0139 Confirmation or Rejection of Energisation Status Change. D0139 Confirmation or Rejection of Energisation Status Change.	Electronic or other agreed method.
3.7.3	As soon as possible and in any event within 5 Working Days of (i) the effective date of the change; or (ii) receiving notification that a change is required if this occurs after the effective date of the change.⁵	Notify SMRA of energisation or de-energisation date for an MSID.	Supplier.	SMRA.	D0205 Update Registration Details	Electronic or other agreed method.
3.7.4		Notify HHDC of energisation or de-energisation date for an MSID.	MA.	HHDC.	D0139 Confirmation or Rejection of Energisation Status Change.	Electronic or other agreed method.
3.7.5		Liaise with HHDC to stop or start obtaining data.	MA.	HHDC.		Electronic or other agreed method.
3.7.6	On change of energisation status.	Set the output of the EM to zero for each MSID that has been de-energised or start Collection Activities see 3.9.1	MA			Internal Process.
If NHH
3.7.7		Upon completion of physical works the LDSO confirms a change in the energisation status of the MSID to the UMSO as appropriate. When Customer or Supplier notifies of logical changes to MSID requiring a change of energisation status	LDSO Customer	UMSO UMSO	MSID, details of energisation status change	Electronic or other agreed method
3.7.8		Confirm to Supplier and NHHDC actual energisation or de-energisation date.	LDSO.	NHHDC. Supplier.	D0139 Confirmation or Rejection of Energisation Status Change.	Electronic or other agreed method.
3.7.9	As soon as possible and in any event within 5 Working Days of (i) the effective date of the change; or (ii) receiving notification that a change is required if this occurs after the effective date of the change.⁵	Notify SMRA of energisation or de-energisation date for an MSID(s).	Supplier.	SMRA.	D0205 Update Registration Details.	Electronic or other agreed method.
3.7.10		Update record for MSID as per BSCP501.	SMRA.			Internal Process.

3.8 Disconnection of an MSID⁹ ¹⁰

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.8.1	Where an UMSO determines that an MSID is no longer required and it has a Related Meter status	UMSO advises Supplier that MSID is no longer required and can be disconnected	UMSO	Supplier	Details of MSID(s) to be Disconnected	Electronic or other agreed method.
3.8.2	As soon as possible and in any event within 5 Working Days of (i) the effective date of the change; or (ii) receiving notification that a change is required if this occurs after the effective date of the change.⁵	Supplier updates the Related Meter details including MTC and remove metering point relationships as appropriate	Supplier Supplier	SMRA SMRA	D0205 Update Registration Details D0386 Manage Metering Point Relationships	Electronic or other agreed method.
3.8.3		Supplier confirms to UMSO that MSID can be disconnected	Supplier	UMSO	Details of MSID(s) to be Disconnected	Electronic or other agreed method.
3.8.4	After 3.8.3 or where there is no Related Meter status	UMSO advises LDSO that MSID is no longer required and can be disconnected.	UMSO	LDSO	MSID, Disconnection Date, Disconnection Type	Electronic or other agreed method.
3.8.5	When advised by the UMSO	Complete any physical work as required. Send actual Disconnection date.	LDSO.	SMRA. Supplier.	P0175 Request to SMRA to Disconnect a UMS Metering Point. D0125 Confirmation of Disconnection of Supply.	Electronic or other agreed method.
3.8.6		Update record for MSID as per BSCP501.	SMRA.	Supplier.	D0171 Notification of LDSO Changes to Metering Point Details.	Electronic or other agreed method.
3.8.7	If HH, and on confirmation from CSS of registration deactivation.	Notify MA, HHDC and HHDA of appointment termination date for an MSID.	Supplier.	MA. HHDC. HHDA.	D0151 Termination of Appointment or Contract by Supplier.	Electronic or other agreed method.
3.8.8	If NHH, and on confirmation from CSS of registration deactivation.	Send appointment termination date for an MSID.	Supplier.	NHHDC. NHHDA.	D0151 Termination of Appointment or Contract by Supplier.	Electronic or other agreed method.

3.9 Collection Activities

3.9.1 Half Hourly Trading

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.9.1.1	As agreed with Suppliers schedule.	Produce, validate or recalculate¹¹ consumption data from the EM for each MSID for each Settlement Day.	MA.			Internal Process.
3.9.1.2	At such time as to allow the HHDC to obtain the data and carry out its obligations to ensure that the correct data is used for the purpose of the Initial Volume Allocation Run.	MA to notify HHDC of consumption data. Revised data shall only be submitted where the total changes by more than 0.1kWh per UTC day since the previous submission for the MSID. Data shall be provided to each HHDC for each complete UTC day spanning any change of appointment.	MA.	HHDC.	D0379 - Half Hourly Advances UTC.	Electronic or other agreed method.
3.9.1.3	If data is missing or invalid.	Resolve any missing or invalid data with MA.	HHDC.	MA.	Details of the missing or invalid data, including the dates covered and/or the issue with the data.	Electronic or other agreed method.
3.9.1.4		MA to send missing and /or corrected consumption data.	MA	HHDC	D0379 - Half Hourly Advances UTC.⁸	Electronic or other agreed method.

3.9.2 Non-Half Hourly Trading

REF.	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.9.2.1	On new connection or change of inventory detail	Send split EAC per MSID	UMSO.	Supplier, NHHDC.	D0052 Affirmation of Metering System Settlement Details.	Electronic or other agreed method.
3.9.2.2	On receipt of D0052.	Validate D0052.If valid proceed to 3.9.2.6, otherwise 3.9.2.3.	NHHDC		In accordance with BSCP504 Non-Half Hourly Data Collection.
3.9.2.3	If D0052 is invalid.	Send notification of invalid Metering System Settlement details.	NHHDC	UMSO, Supplier	D0310 Notification of Failure to Load or Receive Metering System Settlement Details.	Electronic or other agreed method.
3.9.2.4	On receipt of D0310.	UMSO to resolve missing or invalid data with NHHDC and/or Supplier.	UMSO			Electronic or other agreed method.
3.9.2.5		On resolution, UMSO to resend data to Supplier and NHHDC.	UMSO.	Supplier, NHHDC.	D0052 Affirmation Of Metering System Settlement Details (Resend data).	Electronic or other agreed method.
3.9.2.6	If data valid and as agreed with Suppliers schedule	For each energised MSID, send the new or updated split EAC data. Resolve inconsistencies in accordance with BSCP504.	NHHDC.	NHHDA.	D0019 Metering System EAC/AA Data.	Electronic or other agreed method.
3.9.2.7	As required in order to correct previous data	Send corrected EAC data per MSID.¹² Where Effective from Settlement Date {EACDC} is more than 14 months old, amend Effective From Settlement date to the earliest date for which Final Reconciliation has not taken place. Proceed to 3.9.2.2.	UMSO	Supplier, NHHDC	D0052 Affirmation of Metering System Settlement Details	Electronic or other agreed method.

3.10 SVAA sends Market Domain Data¹³

REF	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.10.1	If required.	Request MDD data flows.	UMSO. MA.	MDDM.		Electronic or other method, as agreed.
3.10.2	Following 3.10.1.	Send MDD data flows.	SVAA.	UMSO. MA.	D0269 Market Domain Data Complete Set. D0270 Market Domain Data Incremental Set.	Electronic or other method, as agreed.
3.10.3	Within 4 working hours of receipt of MDD data flows.	Send acknowledgement that data flows have been received.	UMSO. MA.	MDDM.	P0024 Acknowledgement.	Electronic or other method, as agreed.
3.10.4	If file not readable and / or incomplete.	Send notification and await receipt of MDD data flows.	UMSO. MA.	MDDM.	P0035 Invalid Data.	Electronic or other method, as agreed.
3.10.5	On receipt of new MDD data flows.	Ensure all MDD affecting the accuracy of Settlement is accurately entered and used in performing its functions.	UMSO. MA.			Internal Process.
3.10.6	After receiving notification.	Send corrected MDD data flows. Return to 3.10.2.	SVAA.	UMSO. MA	Refer to 3.10.2 for data flows.	Electronic or other method, as agreed.
3.10.7	As soon as possible after data in correct format.	Update database.	UMSO.			Internal Process.

3.11 UMSO sends annual spreadsheet of all UMS EACs to Supplier

REF	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.11.1	By 10 WD before 30 June	Create and issue annual spreadsheet containing all UMS EACs for each MSID split by Settlement Register (using the appropriate Average Fraction of Yearly Consumption) Send confirmation of annual spreadsheet being sent	UMSO UMSO	Supplier BSCCo.	P0218 Collated Supplier UMS Registrations	Electronic or other method, as agreed. Post / Fax / Email
3.11.2	Upon receipt of information detailed above.	Compare EACs detailed in spreadsheet with latest EACs received from the Non Half Hourly Data Collector.	Supplier			Internal Process
3.11.3	Within 6 weeks of 3.11.1 if discrepancy identified	Instruct UMSO to resend correct EAC(s) to NHHDC.	Supplier	UMSO		Electronic or other agreed method
3.11.3	Within 6 weeks of 3.11.1 if discrepancy identified
3.11.4	Within 10 WD following request from Supplier	Resend correct EAC(s) to NHHDC.	UMSO	NHHDC	D0052 Affirmation of Metering System Details¹⁴	Electronic or other method, as agreed.

3.12 Approval of New Switch Regimes and/or Charge Codes

REF	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.12.1	When required	Receive application for a new Charge Code and/or Switch Regime.	Applicant¹⁵	BSCCo	Details of new Apparatus or Switch Regime.	Electronic or other method as agreed.
3.12.2	Following 3.12.1, if more information is required	Request more testing evidence or additional information from Applicant.	BSCCo	Applicant	Details of information or evidence required.	Electronic or other method as agreed.
3.12.3	Following 3.12.1 or 3.12.2 (if required)	Construct Charge Code and/or Switch Regime (seeking input from industry experts if required) Or	BSCCo		Details of new Apparatus or Switch Regime.	Internal Process.
		Inform Applicant that a suitable Charge Code and/or Switch Regime cannot be constructed and discuss next steps.	BSCCo	Applicant	Notification and possible next steps.	Electronic or other method as agreed.
3.12.4	Following 3.12.3 if Charge Code and/or Switch Regime constructed	Raise and progress MDD change in accordance with BSCP509 in relation to proposed new Charge Code and/or Switch Regime.	BSCCo		BSCP509.	Internal Process.
3.12.5	Following 3.12.4 if change to MDD is not approved.	Inform Applicant of decision and discuss next steps.	BSCCo	Applicant	SVG decision.	Electronic or other method as agreed.
3.12.6	Following 3.12.4 if Change to MDD is approved	Inform Applicant of decision.	BSCCo	Applicant	BSCP509. MDD Circular.	Internal Process.
		Send notification of decision, in accordance with BSCP509	BSCCo	UMSO, MA
		Publish approved Charge Code and/or Switch Regime on BSC Website.	BSCCo		BSC Website.	Internal Process.
3.12.7	Following 3.12.6	Ensure all MDD affecting the accuracy of Settlement is accurately entered and used in performing its functions.¹⁶	UMSO MA			Internal Process.

3.13 Approval of Equivalent Meter

REF	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.13.1	At any time	Submit request for EM approval.	Applicant	BSCCo	Details of EM type, including software and hardware versions.	Email, fax, post
3.13.2	Within 2 WD of 3.13.1	Confirm receipt and request any further details as necessary.	BSCCo	Applicant		Email, fax, post
3.13.3	Within 5 WD of 3.13.2.	Provide example of test schedule and details of EM Test Agents.	BSCCo	Applicant	EM test schedule, EM Test Agents.	Email, fax, post
3.13.4	Within 10 WD of receipt of 3.13.3.	Agree test schedule.	Applicant	BSCCo	Re-drafted schedule (if required).	As agreed
3.13.5	Within 10 WD of 3.13.4.	Agree EM Test Agent with BSCCo.	Applicant	BSCCo	Notification of EM Test Agent.	As agreed
3.13.6	Within 10 WD of 3.13.4.	Liaise with EM Test Agent to undertake EM testing.	Applicant	EM Test Agent	Notification of EM Test Agent.	As agreed
3.13.7	As agreed with Applicant.	Undertake testing and submit report to Applicant.	EM Test Agent	Applicant	EM Test Report.	Email, fax, post
3.13.8	Following completion of testing	Submit EM approval request to BSCCo	Applicant	BSCCo	Approval request, EM Test Report and any other supporting information.	Email, fax, post
3.13.9	At next opportune UMSUG meeting	Prepare and present report to UMSUG requesting recommendation for approval of EM.	BSCCo	UMSUG	UMSUG Paper.	Internal process
3.13.10	Within 5 WD of 3.13.9.	Notify Applicant of UMSUG recommendation. If EM approval is not recommended, liaise with Applicant and provide details of additional information or testing required. Return to 3.13.7 or 3.13.8 as necessary. If EM approval is recommended proceed to 3.13.11.	BSCCo	Applicant	UMSUG recommendation and any supporting information.	Email, fax, post
3.13.11	At next opportune Panel meeting	Prepare and present report to Panel recommending EM for approval or rejection as appropriate.	BSCCo	Panel	Panel Paper.	Internal process
3.13.12	Within 5 WD of 3.13.11	Notify Applicant of Panel decision. If EM not approved, liaise with Applicant and recommend next steps. If EM approved, proceed to 3.13.13.	BSCCo	Applicant	Panel decision and any supporting information.	Email, fax, post
3.13.13	Within 5 WD of 3.13.11	Update Approved EM list on BSC Website with details of approved EM	BSCCo		EM Approval Details.	Internal Process
3.13.14	Within 5 WD of 3.13.11	Communicate update to Parties and Party Agents	BSCCo	Parties Party Agents	EM Approval Details.	Email, fax, post

3.14 Equivalent Meter Fault Reporting¹⁷ - Investigating Inconsistencies

REF	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.14.1	When a potential fault or inconsistency is identified for which the MA is responsible, which means that data may be or is missing and/or incorrect.	Advise of the potential for a fault or inconsistency.	Any Participant.	Supplier, HHDC. MA.	Details of the potential fault.	Electronic or other agreed method.
3.14.2	Within 5 WD of identification of a potential fault.	Investigate the potential fault and rectify it as required.	MA.			Internal Process.
3.14.3	As soon as reasonably practical following 3.14.2.	Report the fault and the dates covered by the fault and the date and time of rectification.	MA.	Supplier, UMSO, HHDC.	Details of the fault, including the dates covered by the fault and the date and time of rectification.	Electronic or other agreed method.
3.14.4	Following 3.14.2, where it is possible to re-run the EM system to rectify the error.	Send corrected data calculated in accordance with 3.9.1.1.	MA.	HHDC.	D0379 - Half Hourly Advances UTC.	Electronic or other agreed method.

3.15 Proving HH Unmetered MSID

REF	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.15.1	As required.	Install and test communication equipment.	MA.		In accordance with the Supplier’s requirements.	As agreed.
3.15.2	On each occasion that an HHDC is appointed, who is not currently appointed to another MSID to which the MA is also appointed.	Compare HH data output from the EM against test data obtained by the new HHDC.	MA.	New HHDC.	Create and send D0379 - Half Hourly Advances UTC	Electronic or other agreed method.
3.15.3		Record the Proving Test and report any errors found to the MA.	New HHDC.	MA.	Proving Test Results.	Electronic or other agreed method.
3.15.4		Rectify any errors reported by the HHDC as a result of a Proving Test and repeat 3.15.2.	MA.			Internal Process.

3.16 Approval of Central Management System

REF	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.16.1	At any time	Notify BSCCo of intention to apply for CMS approval.	CMS Manufacturer	BSCCo	Details of CMS type, including software and hardware versions.	Email, fax, post
3.16.2	Within 2 WD	Confirm receipt and request any further details as necessary.	BSCCo	CMS Manufacturer	Acknowledgement of notification.	Email, fax, post
3.16.3	Within 5 WD	Provide relevant CMS test specification and details of CMS Test Agents.	BSCCo	CMS Manufacturer	CMS test specification, CMS Test Agents.	Email, fax, post
3.16.4		Appoint CMS Test Agent.	CMS Manufacturer	CMS Test Agent	Details of CMS type, including software and hardware versions.	Email, fax, post
3.16.5	Within 5 WD	Notify BSCCo of appointed CMS Test Agent.	CMS Manufacturer	BSCCo	Notification of CMS Test Agent.	Email, fax, post
3.16.6		Liaise with CMS Test Agent to prepare a CMS test evidence report, including testing of the CMS by the CMS Test Agent, as detailed in the CMS test specification.	CMS Manufacturer	CMS Test Agent	CMS test evidence report.	Email, fax, post
3.16.7		Verify CMS test evidence report and provide confirmation of test results.	CMS Test Agent	CMS Manufacturer	Verification of CMS test evidence report and confirmation of successful testing.	Email, fax, post
3.16.8	Following completion of successful testing by CMS Test Agent	Submit CMS approval request to BSCCo.	CMS Manufacturer	BSCCo	CMS test evidence report, CMS Test Agent testing results and any other supporting information.	Email, fax, post
3.16.9	Within 10 WD	Check CMS test evidence report for compliance with CMS test specification and determine if further witness testing required to be carried out by BSCCo. If witness testing required, liaise with CMS Manufacturer and/or CMS Test Agent to arrange testing If CMS test evidence report confirms compliance without witness testing proceed to 3.16.11	BSCCo	CMS Manufacturer, CMS Test Agent	Details of areas requiring further witness testing to confirm compliance with CMS test specification.	Email, fax, post
3.16.10		BSCCo to carry out witness testing in liaison with CMS Manufacturer and CMS Test Agent. If witness testing reveals non-compliance with CMS test specification revert to 3.16.6. If testing confirms compliance with CMS test specification proceed to 3.16.11.	BSCCo	CMS Manufacturer, CMS Test Agent	Details of non-compliance with CMS test specification.	Email, fax, post
3.16.11	At next opportune UMSUG meeting	Prepare and present report to UMSUG requesting recommendation for approval of EM.	BSCCo	UMSUG	UMSUG Paper.	Internal process
3.16.12	Within 5 WD of 3.16.11.	Notify CMS Manufacturer of UMSUG recommendation. If CMS approval is not recommended, liaise with CMS Manufacturer and provide details of additional information or testing required. Return to 3.16.6, 3.16.7 or 3.16.8 as necessary. If CMS approval is recommended proceed to 3.16.13.	BSCCo	CMS Manufacturer, CMS Test Agent	UMSUG recommendation and any supporting information.	Email, fax, post
3.16.13	At next opportune SVG meeting	Prepare and present report to SVG recommending CMS for approval or rejection as appropriate.	BSCCo	SVG	SVG Paper.	Internal process
3.16.14	Within 2 WD	Notify CMS Manufacturer of SVG decision. If CMS not approved, liaise with CMS Manufacturer and recommend next steps. If CMS approved, proceed to 3.16.15.	BSCCo	CMS Manufacturer	SVG decision and any supporting information.	Email, fax, post
3.16.15	Within 2 WD	Update Approved CMS list on BSC Website with details of approved EM	BSCCo		CMS Approval Details.¹⁸	Internal Process

3.17 Central Management System - Fault Reporting

REF	WHEN	ACTION	FROM	TO	INFORMATION REQUIRED	METHOD
3.17.1	When a potential fault or inconsistency with the CMS data being used by the MA for the energy calculations is identified	Advise of the potential for a fault or inconsistency.	Any Participant.	MA.	Details of the potential fault.	Electronic or other agreed method.
3.17.2	Within 5 WD of identification of a potential fault.	Investigate the potential fault and rectify it as required. If investigations show that fault is with Equivalent Meter data for which the MA is responsible, proceed to 3.14 If investigations show that fault is with CMS data being provided to the MA, proceed to 3.17.3	MA.			Internal Process.
3.17.3	Following 3.17.2 where fault is with CMS data being provided to the MA.	If fault is with Customer’s control files If fault is with data received in CMS event logs, proceed to 3.17.7	MA	Customer, UMSO,	Details of the potential fault or inconsistency. e.g. mismatched CMS Unit References, invalid control files, etc.	Email, fax, post
3.17.4	Within 20 WD	Investigate fault and rectify it as required. If fault not rectified within 20 WD proceed to 3.17.6.	Customer, UMSO	MA	Corrected data including updated control files as appropriate.	Electronic or other agreed method.
3.17.5	Following 3.17.4, where it is possible to re-run the EM system to rectify the error.	Send corrected data calculated in accordance with 3.9.1.1.	MA.	HHDC.	D0379 - Half Hourly Advances UTC.	Electronic or other agreed method.
3.17.6	Following 3.17.4 where fault has not been rectified within 20 WD.	If fault is with Customer’s inventory or with the inventory details in the CMS, UMSO shall take action to ensure the UMSO and Customer comply with Section 1.1.1 of this BSCP.	UMSO	Customer, MA	Details of fault and actions required by Customer to rectify fault.	Email, fax, post.
3.17.7	Following 3.17.3 where fault is with event logs	If fault is with single Customer’s CMS data e.g. missing/invalid event logs, time discrepancies, erroneous switching patterns, etc. If fault is with multiple customer instances of CMS proceed to 3.17.10.	MA	CMS Manufacturer, Customer, UMSO	Details of the CMS fault causing errors in the energy calculations.	Email, fax, post.
3.17.8	Within 20 WD	CMS Manufacturer to liaise with MA, Customer and UMSO (as necessary) to send corrected event logs that rectify fault.	CMS Manufacturer	MA	Corrected event logs.	Electronic or other agreed method.
3.17.9	Following 3.17.8, where it is possible to re-run the EM system to rectify the error.	Send corrected data calculated in accordance with 3.9.1.1.	MA.	HHDC.	D0379 - Half Hourly Advances UTC.	Electronic or other agreed method.
3.17.10	Following 3.17.8 where fault has not been rectified within 20 WD or same fault occurring in multiple instances of CMS	MA to send details of fault and discussions with CMS Manufacturer to rectify fault.	MA	BSCCo, CMS Manufacturer	Report details of the CMS fault causing errors in the energy calculations being provided to Settlement including list of Customers using the faulty CMS and affected UMSOs.	Email, fax, post.
3.17.11	Within 20 WD	BSCCo to liaise with CMS Manufacturer and MA to agree action plan to resolve fault.	BSCCo	CMS Manufacturer, MA	Agreed action plan.	Email, fax, post
3.17.12	If fault not rectified in accordance with action plan.	BSCCo to advise CMS Manufacturer of failure to meet action plan requirements	BSCCo	CMS Manufacturer, MA	Notification of failure and intention to refer to UMSUG.	Email, fax, post
3.17.13	At next opportune UMSUG meeting	Prepare and present report to UMSUG to consider removal of CMS approval.	BSCCo	UMSUG	UMSUG Paper.	Internal process
3.17.14	Within 5 WD following 3.17.13	If UMSUG recommendation is to remove approval, notify CMS Manufacturer, affected Customers, UMSOs. and MAs. Proceed to 3.17.15. If recommendation of UMSUG is to retain approval of CMS, subject to fault rectification and/or repeat of CMS approval process.	BSCCo BSCCo	CMS Manufacturer Customers, UMSOs MAs CMS Manufacturer Customers, UMSOs MAs	UMSUG recommendation and any supporting information. UMSUG recommendation and any supporting information.	Email, fax, post. Email, fax, post.
3.17.15	At next opportune SVG meeting	Prepare and present report to SVG recommending removal of CMS approval.	BSCCo	SVG	SVG Paper.	Internal process
3.17.16	Within 5 WD of 3.17.15	Notify CMS Manufacturer of SVG decision. If CMS approval removed, proceed to 3.17.17. If decision of SVG is to retain approval of CMS, subject to fault rectification and/or repeat of CMS approval process.	BSCCo	CMS Manufacturer Customers, UMSOs MAs	SVG decision and any supporting information.	Email, fax, post
3.17.17	Within 5 WD of 3.17.11	Update Approved CMS list on BSC Website with details of approved EM	BSCCo		CMS Approval Details.	Internal Process
3.17.18	Where CMS approval has been withdrawn	UMSO shall take action to ensure the UMSO and Customer comply with Section 1.1.1 of this BSCP.	UMSO	Customer	Details of CMS approval removal and actions required by Customer to rectify fault.	Email, fax, post.

4. Appendices

4.1 Categories of Unmetered Apparatus

Note that the categories of Unmetered Apparatus can be found in the OID and associated Charge Codes may be found on the Charge Codes and Switch Regimes page of the BSC Website in the Operational Information Charge Code spreadsheet.

4.2 Switch Regimes

Note that the Switch Regime is described in the OID and a complete list may be found on the Charge Codes and Switch Regimes page of the BSC Website in the Operational Information Switch Regime spreadsheet.

4.3 Not used

4.4 Allocation of Unmetered Supplies to Profile Classes and Standard Settlement Configurations

UMS Description	Category	Standard Settlement Configuration		Profile Class	Time Pattern Regime (TPR) Id		TPR Start Time	PR End Time	Average Fraction of Yearly Consumption (AFYC)
		GSP Groups Other Than _P	GSP Group _P (North Scotland)		GSP Groups Other Than _P	GSP Group _P (North Scotland)
Continuous	A	0428	0925	Non-domestic LF >40%	00258	00307	22.00	06.00	36% of EAC
					00259	00259	06.00	22.00	64% of EAC
Dusk to dawn	B	0429	0926	Domestic unrestricted	00260	00308	19.00	09.00	76% of EAC
					00261	00261	09.00	19.00	24% of EAC
Half night and pre-dawn	C	0430	0928	Domestic unrestricted	00264	00310	16.00 and 05.00	01.00 09.00	98% of EAC
					00265	00265	01.00 and 09.00	05.00 16.00	2% of EAC
Dawn to dusk	D	0431	0927	Domestic unrestricted	00262	00309	16.00	04.00	4% of EAC
					00263	00263	04.00	16.00	96% of EAC

4.5 Calculation of EACs

The EAC in kWh for each settlement register for each MSID shall be calculated by the UMSO as follows:-

4.5.1 Calculation of EACs for Apparatus other than storage heating

(a) For each Charge Code and Switch Regime combination multiply the rating in circuit watts of the Apparatus by the applicable Percentage Dimming Level of the Apparatus by the number of items of that Apparatus in the Summary Inventory by the annual operating hours of the Switch Regime in that GSP Group and divide by 1000.

(b) Allocate the kWh of each Charge Code and Switch Regime combination to the SSC of the Switch Regime and sum by SSC to arrive at the EAC per MSID.

(c) The MSID EAC will be split between the appropriate TPRs utilising the appropriate AFYC to obtain the EAC per Settlement Register.

(d) The UMSO shall pass this data directly to the appointed Supplier and the appropriate NHHDC.

(e) The split EAC should be recalculated each time the UMSO is notified of a material revision to the Detailed Inventory, when that revision has been agreed with the Customer.

NB. Charging Hours - 8766 hours per annum to account for Leap Years.

4.5.2 Calculation of EACs for storage heating Apparatus

(a) For storage heating Apparatus that has an UMS certificate (e.g. Budgetwarmth), the EAC for each installation is obtained by multiplying the installed load in kW by the number of charging hours per annum by a cycling factor of 0.95. These installation EACs are summed by SSC to arrive at the EAC per MSID.

(b) Proceed as per (c), (d) and (e) above, using an AFYC appropriate to TPR being employed.

NB. Charging Hours - 8766 hours per annum to account for Leap Years.

4.5.3 Calculation of EACs for Temporary Supplies

Where an MSID is allocated for a temporary UMS which is being used for up to 3 or 4 periods of the year only (e.g. Christmas lighting), the EAC shall be calculated as if it was connected throughout the year. For avoidance of doubt it should be noted that the Settlement processes will not settle the full amount of the annualised EAC but a proportion of the EAC that relates to when the MSID is energised. It shall be assumed that there are 365 days in the year, i.e. leap years shall be disregarded and the calculation therefore is as follows:

EAC = Charging Code Circuit Watts/1000 x Daily Burning Hours x 365

This EAC should then be split according to the percentages for a continuous (Category A) supply as shown in section 4.4

The appointed Supplier shall follow the energisation and de-energisation procedures at the time(s) of connection and disconnection respectively to reflect the actual usage. Note that the process above is distinct from temporary supplies connected and disconnected frequently throughout the year on a random basis (e.g. temporary traffic lights), where the EAC shall be calculated using the agreed number of annual operating hours, in consultation with the Customer.

4.5.4 Consumption Adjustments following LDSO Inventory Audits

Where an audit of a customer’s Detailed Inventory has been undertaken by the LDSO in accordance with the best practice document: Managing Unmetered Energy Street Lighting Inventories (MUESLI):

Then the Customer will be deemed to have agreed that the revised Detailed Inventory calculated by the LDSO relative to that particular Unmetered Supply is that agreed between the UMSO appointed by the LDSO on whose Distribution System or Associated Distribution System the Unmetered Supply takes place and the Customer taking such supply as defined in paragraph 8.2.4 of Section S of the BSC.

The UMSO shall then review and adjust (if appropriate) the customer’s EACs, for NHH Settlement, or Summary Inventory and/or CMS Control File (as appropriate), for HH Settlement, as defined within the MUESLI document available at www.theilp.org.uk.

4.6 Equivalent Meter and Central Management System Specification

The specification below is insufficient for a Code of Practice but describes the required functionality of Equivalent Meters used to provide Settlement consumption data for Unmetered Supplies.

New hardware and software systems complying with the relevant sections of this Appendix 4.6 may be developed and submitted to the UMSUG and the Panel for approval in accordance with Section 3.13 Approval of New Equivalent Meter and/or Section 3.16 Approval of a New Central Management System. Once approved, a system may be used in conjunction with any other hardware and software so long as there is no material impact on the Equivalent Meter’s or CMS’ original approval. Where such impact is believed to be material, further approval must be sought.

Approval for Central Management Systems may be sought for either:

A Central Management System that meets the requirements of a CMS as specified in this BSCP; or
A Measured Central Management System that meets the requirements of a mCMS as specified in this BSCP.

A list of approved Equivalent Meters and CMS can be found on the BSC Website.

Equivalent Meter - Calculation

Equivalent Meters undertake the calculation as defined below:

For the Summary Inventory effective on the relevant day for that Sub-Meter, for either:

each CMS controlled item, or
each Charge Code & Switch Regime combination

multiply the number of items by the circuit watts (full or dimmed as appropriate) for the relevant Charge Code by the seconds attributable (full or dimmed as appropriate) to the Switch Regime and divide by 1,000 to determine the kWh in each half hour.

For each Sub-Meter, the seconds attributable to the Switch Regime in each half hour are derived, in order, from:

(1) For CMS controlled items, the switching times and power level information in the event file received from the CMS System (or where events have not been received at the time of the calculation, default arrangements defined in this BSCP);

(2) For PECU Array determined items, the switching events recorded by the PECUs representing the Switch Regime in the Primary PECU Array (or the Secondary PECU Array where data from the Primary Array is not available and where a Secondary Array is defined) which passes validation. Where data is not available from the Primary or Secondary PECU Array, switching times from the default Switch Regime shall be used in accordance with 3 & 4 below;

(3) For items with a Switch Regime not determined by a PECU Array but linked to the sunset/sunrise times, then the times as defined by the Switch Regime in conjunction with the Astronomical Almanac; or

(4) For items with fixed switching times, then those times defined by the Switch Regime.

For each MSID, sum the kWh for each combination described above for each Sub-Meter, round the calculation to three decimal places.

Repeat for each half hour of the Settlement Day.

Note: The EM will log all switching actions to at least the nearest minute.

4.6.1 Hardware – PECU Array

4.6.1.1 PECU Array Siting Procedure

Overview

The MA shall maintain and operate the PECU array or, as the case maybe, PECU arrays used for a particular MSID. The siting of the PECU arrays will be agreed between the UMSO and the MA and be located in an area with a high density of apparatus unless otherwise agreed between the UMSO and the MA.

Siting Factors

The factors to be considered when determining the location and number of PECU arrays are:

(a) Centres of population and hence concentrations of load;

(b) Distance from another PECU array;

(d) Customer boundaries;

(e) GSP Group boundaries;

(f) Total load controlled; and

(g) Access

Sharing PECU Arrays

One PECU array may provide data for more than one EM. Also, more than one PECU array may provide data for the same EM. There will be instances when one PECU array will service the requirements of part of, or more than, one Customer.

Where a shared PECU array is being used by two or more different MAs, then one should take the lead and ensure that the others are informed of any changes to PECUs or other details.

Determining the Use of Multiple or Single PECU Arrays

The number of PECU arrays may be subject to decisions on the number of PECU types that can be populated in the PECU array. More than one PECU array may be required if the population of PECUs for a customer cannot be reasonably represented on a single PECU array of 30 PECUs. Furthermore, the size of the customer’s area might require more than one PECU array to facilitate accurate calculation of Burn Hours. It is possible for the MA to calculate the Annual Burn Hours for any latitude and longitude. If the differences between the proposed Array sites are very small (i.e. less than +/- 2%) then this would suggest that one Array should be sufficient. If actual Burn Hours are available for existing Arrays this data could also be used.

Research

The following research may be carried out to determine the siting of PECU arrays.

If there is latitude and longitude information contained in the customer’s Detailed Inventory for each item of Equipment, then it should be possible for the UMSO (and/or MA) to perform a load weighted longitude/latitude calculation to determine the ideal location of a single PECU array.

Where detailed Equipment location is not known, then it is possible to perform the calculation described above using published population numbers for the major towns in the customer’s area.

PECU Array Variations

In considering any variation of the number of PECU arrays as stated in the overview paragraph above, the parties shall have due regard to the need:

(a) to reasonably minimise costs;

(b) to achieve the required accuracy in each half hour.

If a variation in the number and location of PECU arrays is proposed by the MA but is not agreed by the UMSO research may be carried as stated above. While such research is carried out and during any period of discussions, a supply in accordance with this BSCP may be commenced on the basis of the lesser of the number of PECU arrays proposed.

Failing any agreement after research and discussion the matter may be referred to the Panel for resolution.

4.6.2 PECU Array Operating Procedure

Overview

Before a Supplier can provide the Customer with a Half Hourly Unmetered Supply the PECU array installations must be operational and a MA appointed. The PECU arrays must conform to the specification as set out in the paragraph Specification for PECU arrays.

Types of PECUs

There are different types of PECUs, with different operating characteristics. Therefore, so that the operation of the PECU arrays reflect reality:

(a) PECUs used in the PECU array are to be representative of type, manufacturer and age of the population they are representing.

(b) The PECUs in the PECU array are to be proportional to the various types in the area covered by the PECU array.

PECU Representation in Equivalent Meter

The operation of each PECU is deemed to be proportional to the population on the PECU array of that type of cell, e.g. if there are 8 cells of one type, then the operation of each one will represent the operation of one eighth i.e. 12.5% of the load controlled by that type of cell.

Where the calculation indicates that the load controlled requires less than one PECU in the PECU array, it may be omitted from the PECU array (and default arrangements should then apply). Where the calculation indicates that the load controlled requires more than one PECU in the PECU array, it shall be populated with at least two PECUs.

Multiple PECU Arrays

If more than one PECU array is used per Summary Inventory, then the operation of a PECU cell is deemed to be proportional to the population of that type of PECU controlled load within the area covered by that PECU array. Therefore, where more than one PECU array is used per Summary Inventory, the Summary Inventory must identify which PECU array is controlling each item.

PECU Array Maintenance and Upkeep

Each PECU array shall be installed, maintained and operated in accordance with Good Industry Practice. When contacting the PECU array, the MA shall ensure that any difference between the PECU array second counter and the EM clock time equivalent does not exceed 20 seconds in any 24 hour period. When the difference does exceed 20 seconds, the PECU array switching data should not be retrieved and the EM should be reset such that time on PECU array and the EM are synchronised.

The MA shall monitor the performance of the PECU arrays.

Where the monitoring of the PECU arrays indicates that a single PECU is out of line with other PECUs of identical type in the same PECU array to such an extent that the PECU is no longer representative then such PECUs shall be removed from the calculation and a retrospective calculation will be made using the remaining cells. Failed or unrepresentative PECUs should be replaced at the next available opportunity.

At least annually, or in the event of a significant change to the Summary Inventory, the MA shall ensure that the PECU arrays are populated with PECUs in accordance with this section.

PECU Array Failure

If PECU data is not available then data from an appropriate PECU array or default data shall be used.

In the event of data recovery the MA will rerun EM and submit the corrected meter readings to the HHDC.

4.6.2.1 Minimum Specification for PECU Arrays

Number of Photocells per PECU array	30
Arrangement of Cells	Any arrangement which ensures no over shadow of one cell on another.
Mounting Platform	Flat platform which can be fitted on a flat roof or supported on a single upright for wall mounting. All the construction must be coated with a weather coated finish.
Mounting for Photocells	NEMA photocell sockets and 6 blanking plates to cater for miniature cells where required, in a waterproof housing.
Waterproof Housing	All equipment externally located must be protected by a weatherproof enclosure.
Data Collection	To capture the switching on and off times of each cell at time of operation for a minimum of 7 days and 28 events per cell. Rolling Barrel (data overwrites once the logger is full).
Clock or time counter	The PECU array must have a clock or time counter that can be synchronised with the EM.
Operating Temperature	-20 to +50 degree Celsius.
Communication Protocol	Determined by the EM to permit interrogation for remote data collection.

4.6.3 Equivalent Meter Functionality

Equivalent Meter calculations are of two types:-

(a) Passive calculations which allocate the Unmetered consumption across the half hourly periods by a mathematical relationship of annual burning hours to the daily time of sunrise and sunset; and

(b) Dynamic calculations which allocate the Unmetered consumption across the half hourly periods by reference to the operation of a number of actual PECUs, or by making use of actual switching times reported by a Central Management System. In either case the Equivalent Meter defaults to a passive mode using calculated times of switch operation in the event of the actual switching times not being available.

4.6.3.1 Functions of an Equivalent Meter using passive data

(a) The MA shall be able to add, delete and modify all information required to define each MSID and to relate it to the Customer, LDSO, Supplier and Data Collector.

(b) The system shall be able to load and validate a file in the format of the D0388 – UMS Inventory. After processing the system shall generate a file in the format of the D0389 – UMS Response to send to the UMSO. As further described in 4.8.

(c) The MA shall be able to add, delete and modify Charge Code and their associated circuit watts for both full load circuit loading and dimmed load ratings as appropriate.

(d) The MA shall be able to add, delete and modify Switch Regimes and their associated operating times. The system shall be populated using the offsets and fixed times defined in the OID associated spreadsheets for each Switch Regime.

(e) The system shall use the appropriate latitude and longitude information and a sunrise/sunset algorithm to calculate the time of sunrise and sunset for each day within two minutes of the sunrise and sunset times as derived from the Astronomical Almanac.

(f) The system shall calculate, as defined above the import kWh in each half hour period in UTC for each MSID.

(g) The system shall provide an output file in the format of the D0379 - Half Hourly Advances UTC to the appointed HHDC.

(h) The system shall provide an audit trail of changes to data held.

4.6.3.2 Functions of an Equivalent Meter using PECU Data

In addition to the passive functions of an Equivalent Meter listed above, the following are required for an Equivalent Meter using PECU data:-

(a) The system shall be able to use any one PECU array for the calculations of more than one MSID.

(b) The system shall be able to use more than one PECU array for the calculations of one MSID.

(c) In the event that a PECU in a PECU array fails to operate, the system shall compensate in its calculations by dividing that portion of load allocated to the faulty cell between the functioning cells of the same type as the failed cell.

(d) If PECU array data is not available for any day then a data from an alternative specified PECU array shall be used for the calculations. If that data is not available then default PECU Switch Regime shall be used. The appropriate default Switch Regimes are defined in the OID associated spreadsheets.

(e) The system shall maintain details for each PECU in a PECU array relating to location, type, manufacturer, date of manufacture and model number.

(f) The system shall be able to download data from the PECU array.

(g) The system shall monitor PECUs on the PECU array and advise the MA of any failed units.

(h) The system shall monitor the PECU array second counter for time keeping and advise the MA when the deviation exceeds the warning level as determined by the MA.

(i) The MA shall be able to produce switching times from a decoded PECU array file.

(j) The system may provide a facility to apply time switch operations in accordance with a normal distribution about the nominal switching times. The standard deviation of the normal distribution shall be set by the MA.

(k) The system shall provide facilities to retrospectively recalculate data for re-submission to Data Collectors.

(l) The system shall be synchronised to UTC.

4.6.3.3 Functions of an Equivalent Meter using CMS Data

An Equivalent Meter will use the detailed switching and load information recorded and reported by a Central Management System approved in accordance with Section 3.16 to allocate Half Hourly consumption data. In this case the CMS itself may be operated by the CMS Manufacturer or the Customer, however the MA system (the system that is used to calculate the consumption), must be operated by a Meter Administrator Qualified in accordance with BSCP537, who retains the overall Settlement responsibility for the quality of the data submitted by the Customer via the CMS.

In addition to the functions of the Equivalent Meter identified in 4.6.3.1 and 4.6.3.2, the following requirements apply. Each requirement may relate to the CMS, the MA system or both.

(a) The following rules shall be followed when populating the D0388:

The CMS Unit Reference shall be a 12-digit alphanumeric field that acts as a unique identifier of the unit under CMS control and to which the Charge Code and Switch Regime pertains. The CMS Unit Reference may have upper and lower case characters but their uniqueness is not case sensitive, so upper and lower case are treated as the same character. The structure of the CMS Unit Reference is to be agreed between the Customer and the UMSO, and may make use of existing information provided in the Detailed Inventory (e.g. National Street Gazetteer road codes) in combination with other data in order to ensure its uniqueness. The first digit of the CMS Unit Reference shall not be the letters ‘H’ or ‘T’, to ensure that the MA system cannot confuse the CMS Unit Reference with the file header or trailer.

The Number of Items associated with each CMS Unit Reference is the same as that contained in the Detailed Inventory and shall identify the number of items (e.g. lamps) associated with each CMS Unit Reference.

The Charge Code associated with each CMS Unit Reference shall be the normal code for the lamp running at full load. The Switch Regime shall be set to one of the MDD approved codes specified for use with CMS.

The CMS controller devices operating each item of equipment should be summed and included as a single row in the D0388. Each different type of CMS controller shall have its own Charge Code and will be assigned a continuous Switch Regime of 998 and a CMS Unit Reference of ‘ControllerXX’ where XX is the used to differentiate the entries, so the first entry would be 01, followed by 02, etc.

(b) The CMS shall record the operational switching times and power levels set for each unit and shall make this data available to the MA in the form of an operational event log on a daily basis. The log shall include the CMS Unit Reference, the time and date at which the load was switched and the power level expressed as a percentage of the circuit watts defined in the OID for the relevant Charge Code. Where the CMS is unable to record and report the power level set for any unit, e.g. because of a control failure, it may include the unit in the operational event log but note the failure by use of an information flag.

(c) Where the CMS and MA system are operated as separate applications, the switching time and load information shall be provided to the MA in the following standard format text file. Where the CMS and MA system are integrated, the application must be able to produce the file on request for testing and audit purposes, however other methods may be used for transferring data between the two applications on a routine basis:

Filename: mmmmmmmyyyymmddvvv.log

where:

mmmmmmm = Sub-Meter ID (alphanumeric)

yyyymmdd = date to which the events pertain

vvv = version number

log = file extension

with all characters in lower case

File header: HMMMMMMMYYYYMMDDVVV

where:

H = header identifier, capital H

MMMMMMM = Sub-Meter ID (lower case alphanumeric)

YYYYMMDD = date to which the events pertain

VVV = version number

File body: UUUUUUUUUUUUHHMMSSPPP.PPI

where:

UUUUUUUUUUUU = CMS Unit Reference (alphanumeric)

HHMMSS = time in hours, minutes and seconds, in UTC throughout the year

PPP.PP = percentage of base power i.e. undimmed power level applied to the lamp, to 2 decimal places

I = information flag (alphanumeric)

File trailer: TNNNNNNN

where:

T = trailer identifier, capital T

NNNNNNN = total number of lines including header and trailer

All lines must be the correct length and terminated with a carriage return, including all tail lines.

The information flag ‘I’ in the file body may be used to provide any further information relating to the data contained within the operational event log, e.g. if there are omissions, errors, etc. An alphanumeric value must be provided, although the value used for this information flag and how it is used by the CMS or the MA are currently not prescribed under the BSC, so the CMS manufacturer can specify its use/structure (and agree any such functionality with the relevant MA).

For each CMS Unit Reference which is reported in a log file the time (HHMMSS) for each entry must differ.

Any revisions to previously-reported data for events of one or more CMS Unit Reference (e.g. after repair of a fault or re-establishment of communications) shall all be provided in an incremental contiguous file version number for the date to which the events pertain. The subsequent file version must be a complete refresh of the previously reported CMS Unit Reference event data for that date. The revised Event Log only requires events CMS Unit References where the data has changed but must contain all events for those CMS Unit References for the day to which the Event Log pertains. The approach to be used, and the way in which updated information should be identified, shall be as agreed between the CMS operator and the MA.

(d) The MA system shall calculate, by an approved method, the import kWh consumption in each half hour period in UTC for each MSID using the switching times and power level information reported in the operational event log.

(e) The MA system shall generate an exception list detailing any CMS Unit References reported in the CMS control file but which are not contained in the operational event log. The exception list shall be produced for each day of the report for which any CMS Unit References are missing, and shall be provided to the Customer on a monthly basis as a matter of routine, and additionally upon request from the UMSO or Customer. Where the monthly exception list shows the total of the CMS Unit references appearing in the list for more than one day in the month exceeds 5% of the total CMS unit references in the CMS control file, this shall be determined as a CMS fault and reported accordingly.

(f) In the event that all or part of the operational event log is not available for any reason, the MA system shall apply data representative of the Switch Regime indicated in the CMS control file provided by the UMSO. This regime shall be applied for each of the affected Settlement Days.

(g) The MA system shall recalculate the half hourly consumption once data from previous days becomes available and shall submit this revised data to the HHDC. Furthermore, where any data has been found to be in error, revised data should also be submitted to the HHDC once it becomes available.

(h) The CMS and MA system shall provide an audit trail of changes to data held.

(i) The hardware and software associated with any Central Management System shall be installed, maintained and operated in accordance with Good Industry Practice, with clocks synchronised to UTC and accurate to within ± 20 seconds.

(j) The MA shall provide ad-hoc extracts of the CMS operational event data received from such system to the UMSO on request.

4.6.4 Not used

4.6.5 Not used

4.7 Standard File Format for Unmetered Supplies Detailed Inventories

Note that the Standard File Format for Unmetered Supplies Detailed Inventories can be found in the document ‘Unmetered Supplies Operational Information’ which is available on the BSC Website.

4.8 Summary and CMS Control File Processing

4.8.1 Creation of D0388 - UMS Inventory

The D0388 will contain information forming the Summary and CMS Control File (as appropriate).

Information for multiple MSIDs can be included in a single D0388 submission.

Each submission of the D0388 for an MSID to an MA shall have an incremented Inventory Sequence Number for that MSID, which will not reset during the life of the MSID.

The submission of Summary and/or CMS Control File data in the D0388 can include information for one or more Sub-Meters for that MSID.

When there are historic updates for any Sub-Meter then the entry in the D0388 should include Summary and/or CMS Control File information for the earliest effective from date. Inventories for subsequent effective from dates should be submitted with an incremented Inventory Sequence Number. For example, a retrospective update effective from 1st Dec 2020, would replace information already held by the MA effective from 1st Jan 2021, 1st Feb 2021, etc.; so, the UMSO will need to resend the information for all later effective from dates.

On change of Supplier or change of HHDC, with no change of MA, the UMSO does not need to resend any information to the MA.

If the UMSO receives a statement from the customer, or otherwise determines that the inventory has not changed, the UMSO is not limited from sending an update (even including the same inventory details) to the MA.

The effective from date of an inventory shall be within a valid range defined as not more than 13 calendar months in the past and not more than 30 calendar days in the future of the submission date.

Following a change of MA or the commencement of a new MSID, the UMSO should send a D0388 with an effective from date set to be the registration start date of the new MSID or the appointment date of the new MA; the flow should be sent prior to the commencement date, but no more than 30 days prior to the commencement date. Following a change of MA or the commencement of a new MSID the MA will require information for all the Sub-Meters for the MSID.

4.8.2 MA Validation of the D0388 - UMS Inventory

MA shall use the following sequence to validate the information provided in the D0388 which will then be used to create a subsequent D0389 UMS Response.

Using any received D0388, select an MSID from the process queue and the record with the lowest Inventory Sequence Number for that MSID, then process in the following order:

1. Initial checks

Perform initial checks which negate any further detailed validation, once failure of a check occurs, then the set of data for that MSID and that Inventory Sequence Number is rejected. So, in order the checks are:

(a) File received from incorrect UMSO or invalid MPAN

If received from the incorrect UMSO, identified from MSID initial two digits and UMSO MPID; or if the MSID is invalid (e.g. wrong length or check digit does not validate) then the Inventory is rejected.

If it fails these tests then it is rejected with Response Reason Code = B

(b) Inventory Sequence Number error

If the Inventory Sequence Number is equal to, or lower, than the Inventory Sequence Number currently recorded as processed (accepted or rejected) by the EM for that MSID then the Inventory is rejected; or there are two identical Inventory Sequence Numbers for a MSID in the process queue, it is therefore uncertain which set of data is correct, both will be rejected.

If it fails these tests then it is rejected with Response Reason Code = C

If the effective from date is outside the valid range defined in 4.8.1, then it will be rejected.

If it fails these tests then it is rejected with Response Reason Code = D

(d) No appointment

If the MA is not appointed to the MSID for the effective from date of the inventory, then it is rejected.

If it fails this test then it is rejected with Response Reason Code = E

(e) Invalid Sub-Meter

If the Sub-Meter is not valid for the MSID, then it is rejected.

If it fails these tests then it is rejected with Response Reason Code = F

If any of the initial checks fail, then the Inventory Sequence Number will be marked for rejection, see Section 4.8.3. The information provided will not be applied to the EM.

If all the initial checks are all passed then detailed checks of the inventory content should commence.

2. Detailed Checks

When validating the content all the following checks should be performed for all of the inventory data provided for the Inventory Sequence Number so that a complete list of rejections is reported to the UMSO. The following sequence is a hierarchy of checking and reporting:

(a) Invalid Switch Regime

A single entry of any invalid Switch Regime identified in any of the Sub-Meters, identified with UMS Error Code = A.

(b) Invalid Charge Code

A single entry of any invalid Charge Code identified in any of the Sub-Meters, identified with UMS Error Code = B.

Where the combination of a valid Charge Code (including controllers) or a valid Switch Regime are identified as an invalid combination as defined in current OID and MDD, then a single entry of the invalid combination is identified with UMS Error Code = C.

Invalid Switch Regime and invalid Charge Codes will have been reported against Error Code A & B respectively and will not be reported again in this group.

(d) Invalid CMS Unit Reference

CMS Unit Reference which are duplicated, have the incorrect number of characters, or commence with a H or T are deemed to be invalid and identified with UMS Error Code = D.

If all the detailed checks are passed, then the Inventory Sequence Number will be Response Reason Code = A, for accepted. The information provided will be applied to the EM.

If any of the detailed checks fail, then the Inventory Sequence Number will be Response Reason Code = G, for Errors with Charge Code, Switch regime or CMS Unit Reference. The information provided will not be applied to the EM.

The EM will record the last processed Inventory Sequence Number for each MSID processed. The sequence will repeat, with the next Inventory Sequence Number.

4.8.3 Creation of D0389 - UMS Response

The D0389 UMS Response is sent by the MA to the UMSO and may contain acceptance and rejection entries for multiple MPANs but not necessarily in the order received from the UMSO.

4.8.4 Processing of the D0389 by the UMSO

The UMSO should review the D0389 responses.

If the Inventory Sequence Number is shown as Accepted, then the submission has been accepted and no further action is required.

If the Inventory Sequence Number is shown as Rejected, then the reasons for rejection should be considered and resolved. Where necessary a revised submission should be prepared as described in Section 4.8.1

4.9 Switch Regime Annual Operating Hours by GSP Group

Note that the Switch Regime annual operating hours by GSP Group can be found on the BSC Website.

4.10 Meter Administrator Performance Standards

4.10.1 This Appendix describes those critical processes for which performance standards have been set and on which Suppliers are required to report standards of performance actually achieved. The Appendix is tabular in form and should be read as follows.

(a) Reading across the table, the:

(i) third and fourth columns define, respectively, the process and any sub-process for which standards have been agreed and against which performance shall be measured;

(ii) first column assigns a serial number to the process and sub-process for ease of subsequent reference;

(iii) second and fifth columns define, respectively, whether any flow of data is originated by a Supplier, Supplier Agent, BSC Agent or LDSO and whether it is received by a Supplier, Supplier Agent, BSC Agent or LDSO;

(iv) sixth column records the performance standard against which the performance of a MA will be measured;

(v) seventh column defines how the performance of an MA will be measured; and

(vi) eighth column defines whether the measurement of performance will be by means of:

a report sent by a Supplier, Supplier Agent (under the sanction of the Supplier), BSC Agent or LDSO to the Performance Assurance Board;
an inspection by the BSC Auditor, Technical Assurance Agent or other authorised party.

(b) Reading down the table, serials are assigned to one of three groups, that define whether the measurement of the performance takes place:

(i) at an inbound interface of a Supplier, Supplier Agent, BSC Agent or LDSO;

(ii) at an outbound interface of a Supplier, Supplier Agent, BSC Agent or LDSO; or

(iii) in a process that is internal to a Supplier, Supplier Agent, BSC Agent or LDSO.

Where the performance standard in the sixth column is described as ‘Complete, valid, in correct format and accurate within Timescales’ and the measure in the seventh column is described as, say, ‘99% within 15 days’, the 99%’ refers to the percentage of occasions on which the process is completed within the required timescale and is 'valid, in correct format and accurate'.

4.10.2 Table of Meter Administrator Performance Standards

Serial	Sender	Process	Sub-process/Data Flow	Recipient	Performance Measure	Service levels	Reporting Method
1	Meter Administrator.	3.14 Equivalent Meter Fault Reporting.	Fault repairs.	Data Collector.	Time to rectify material faults (i.e. those which affect data quality.	(i) 95% rectified within 2 working days of notification or discovery of fault. (ii) 99% rectified within 15 working days of notification or discovery of fault.	Report, sent by the Supplier. Provision of data under PSL100 section 10.1.2.
2	Meter Administrator.	3.10.3 MDD.	Acknowledgement.	Supplier Volume Allocation Agent.	Acknowledge receipt.	100% of acknowledgements within 4 working hours in accordance with BSC Procedure BSCP508.	Report, sent by the Supplier. Provision of data under PSL100 section 10.1.2.
3	Meter Administrator.	3.4.5 Termination of Appointment of Meter Administrator.	Provision of Sufficient Data.	Incoming Meter Administrator.	Complete, valid, correct format and accurate within Timescales.	(i) 95% within 5 working days in accordance with BSC Procedure BSCP520 (ii) 99% within 15 working days in accordance with BSC Procedure BSCP520.	Report, sent by the Supplier. Provision of data under PSL100 section 10.1.2.
4	Meter Administrator.	3.1.13 Metering Obligation.	Operation of Equivalent Meter.	Unmetered Supplies Operator.	Within 5 WD validate Summary Inventory and/or CMS Control File (as appropriate) against OID..	(i) 95% of requests within 5 working days (ii) 99% within 15 working days in accordance with BSC Procedure BSCP520.	Report, sent by the Supplier. Provision of data under PSL100 section 10.1.2.
5		3.1.15 Metering Obligation.	Operation of Equivalent Meters.	Supplier.	Notify failure to provide information for Initial Settlement.	100% within 1 working day of Initial Settlement Run.	Report, sent by the Supplier. Provision of data under PSL100 section 10.1.2.
6		4.5.2 Metering Obligation.	Provision of PECU array.		Compliance with BSCP520.	100% to BSCP520.	Provision of data under PSL100 section 10.2.1.
7	Meter Administrator.	3.7.5 Metering Obligation.	Confirmation of energisation status change.	Data Collector, Supplier.	Complete, valid, correct format and accurate within Timescales.	(i) 95% within 5 working days 3 in accordance with BSCP520; (ii) 99% within 15 working days in accordance with BSCP520.	Report, sent by the Supplier. Provision of data under PSL100 section 10.1.2.
8	Meter Administrator.	3.9.1.2 Interface to Other Agents.	Metering Equipment Technical Details.	Data Collector.	Complete, valid, correct format and accurate within Timescales.	(i) 95% within 5 working days 3 in accordance with BSCP520; (ii) 99% within 15 working days in accordance with BSCP520.	Report, sent by the Supplier. Provision of data under PSL100 section 10.1.2.
9		3.14.4 Interface to Other Agents.	Error Rectification.	Data Collector.	Notification of data availability following re-run.	95% within 1 working day of re-run; 99% within 5 working days of re-run.	Report, sent by the Supplier. Provision of data under PSL100 section 10.1.2.

AMENDMENT RECORD – BSCP520

Version	Date	Description of Changes	Changes Included	Mods/ Panel/ Committee Ref
1.1	Code Effective Date	Version submitted for Panel approval.	NCR329	P/13/009
2.0	27/03/01	Approved by Panel 22/02/01.	NCR329	P/13/009
3.0	06/02/02	Changes incorporated for CP690.	CP690	SVG/008/101
4.0	01/08/03	Updated for Modification P62	P62	SVG/29/390
5.0	29/05/04	Updated for SVA June 04 Release	CP820	SVG/40/005
6.0	BETTA Effective Date	SVA February 05 Release and BETTA 6.3	CP1091 and BETTA 6.3	SVG/48/004
7.0	30/06/05	SVA June 05 Release	CP1079, CP1080 and CP1083
8.0	07/07/05	Updated for CP1104	CP1104¹⁹
9.0	23/02/06	February 06 Release	CP1102	SVG/51/003
10.0	29/06/06	June 06 Release	CP1148	SVG/64/002
11.0	22/02/07	February 07 Release	CP1158 CP1176	SVG/66/004 SVG67/17 ISG68/02
12.0	23/08/07	P197 Release	P197
13.0	28/02/08	February 08 Release	CP1196	SVG77/04
14.0	26/06/08	June 08 Release	CP1204	SVG79/02
			CP1218	SVG84/02
15.0	26/02/09	February 09 Release	CP1258	SVG93/02
16.0	25/06/09	June 09 Release	CP1256 CP1257	SVG93/02
			CP1272 CP1277	SVG97/01
17.0	05/11/09	November 09 Release	CP1285	SVG100/02
			CP1290	SVG101/02
			CP1291	SVG101/02
			CP1292	SVG101/02
18.0	04/11/10	November 10 Release	CP1267 v1.0	SVG104/01
			P257	Panel
19.0	30/06/11	June 11 Release	CP1341	SVG117/02
20.0	29/11/12	November 12 Release	CP1368	SVG136/04
21.0	07/11/13	November 2013 Release	CP1389	SVG147/02
22.0	27/02/14	February 2014 Release	CP1398	SVG153/04
23.0	26/02/15	February 2015 Release	CP1421	SVG166/04
24.0	25/02/16	February 2016 Release	CP1449	SVG178/03
25.0	30/06/16	June 2016 Release	CP1457	SVG180/09
26.0	01/11/18	November 2018 Release	CP1507	SVG210/02
27.0	25/06/20	June 2020 Release	CP1522	SVG301/07
28.0	25/02/21	February 2021 Release	CP1536	SVG236/06
29.0	30/06/22	June 2022 Standard Release	CP1546, CP1552	SVG248/08 SVG251/06
30.0	18/07/22	July 2022 Non Standard Release	P436	P325/05
31.0	03/11/22	November 2022 Standard Release	CP1565	SVG259/08
32.0	14/12/22	December 2022 Special Release	P434	P332/04
33.0	29/02/24	February 2024 Standard Release	CP1582 CP1590	SVG274/03 SVG275/05 ISG273/06

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1 Note, not required where embedded LDSO uses host LDSO’s inventory

2 Measured Central Management Systems (mCMS) shall not be used for controlling street lighting. Apparatus that controls street lighting can use active measurement but must follow the testing and approval process for CMS rather than mCMS. BSCCo may from time to time update the Operational Information Document (OID) to provide further guidance on the uses of mCMS.

3 This process shall be followed where a new additional inventory is provided by the Customer.

4 The D0289 and D0302 should be sent the HHDC only.

5 Timeframe is intended to align with the timeframe provided at BSCP501, 3.3.1, in relation to notification of changes of MSID specific changes by Supplier.

6 The D0289 and D0302 should be sent the HHDC only.

7 The D0289 and D0302 should be sent the HHDC only.

8 The D0289 and D0302 should be sent the HHDC only.

9Disconnection of an MSID can only be carried out where the UMSO has agreed that an MSID is no longer required. Typical scenarios where an MSID can be disconnected are; physical removal of all UMS equipment in an inventory, changes to a detailed inventory that remove the requirement for a profile (see 4.4); inclusion of the equipment in another inventory, etc.

10D0132s received that relate to partial disconnection of an MSID should be rejected and referred back to the Supplier. Any such changes should instead be initiated by the provision of a revised Detailed Inventory to the UMSO

11 Recalculation of consumption data will be required from time to time as more accurate data becomes available such as revised Summary Inventories, CMS Control Files, PECU Array data, CMS Event logs (limited to 28 days) and correction of standing data errors.

12 Backdated D0052s supersede previous data held by the NHHDC after the Effective From Settlement Date {EACDC}. Where any existing data is to be maintained, this must therefore be reaffirmed by issuing subsequent D0052s in the order by which they should be processed.

13 This process applies only where an UMSO or MA requests MDD data flows from the SVAA. See Section 3.12 for the process relating to UMS-specific MDD items, such as Charge Codes and Switch Regimes, which are not contained within these data flows.

14 Where a D0052 Affirmation of Metering System Settlement Details, electronic or otherwise, is received from UMSO or Supplier for an Unmetered Supply, this value must be sent to the NHHDA on a D0019 Metering System EAC/AA Data for use in Settlement. The D0052 Affirmation of Metering System Settlement Details received from UMSO should be used in preference where available

15 Although Charge Codes are published via MDD, “Applicant” in this case does not relate to MDD authorised signatories.

16 UMSOs and MAs should notify BSCCo as soon as possible of any inaccuracies in the published Charge Codes and Switch Regimes.

17 Failures related to PECU arrays are covered in 4.6.2.

18 Approval shall only be given to the software and hardware versions tested. Any subsequent changes to software and/or hardware shall be reported to BSCCo with details of the changes. These shall be referred to UMSUG to consider whether approval can be extended or re-approval is required.

19 CP1104 was approved by correspondence by SVG (SVG/50/018) for inclusion in version 6.0 of this document, effective on the BETTA Effective Date, but was omitted due to a clerical error.

CONTENTS

BSCP520 Unmetered Supplies Registered in SMRS V33.0

1. Introduction

1.1 Scope and Purpose of the Procedure

1.1.1 UMS Connection Agreements and National Terms of Connection

1.1.2 Existing Exit Points

1.1.3 BSC Procedure

1.2 Main Users of Procedure and their Responsibilities

1.2.1 LDSO Responsibilities

1.2.2 UMSO Responsibilities

1.2.3 Supplier Responsibilities

1.2.4 NHHDC Responsibilities

1.2.5 Meter Administrator Responsibilities

1.2.5.1 Recording of Data

1.2.5.2 Equivalent Meter Audit Requirements

1.2.5.3 Resolution of Queries and Disputes

In the event of any dispute as to whether an item of MDD is appropriate or, as the case may be, affects the accuracy of Settlement, the decision of the Panel shall be final.

1.2.5.4 Recording Devices

1.2.5.5 Systems and Processes

1.2.5.6 Termination of Appointment of Meter Administrator

1.2.5.7 Summary Inventories and CMS Control File

1.2.6 Approval of Categories of Apparatus, Charge Codes and Switch Regimes

1.2.7 Approval of an Equivalent Meter

1.3 Use of the Procedure

1.3.1 Inventory of Unmetered Apparatus

1.3.2 Allocation of MSIDs

1.3.3 Identification of SSCs, Profile Classes and AFYCs

1.3.4 Calculation and Issuing of EACs

1.3.5 UMS Certificate

1.3.6 Method of Trading

1.3.7 Non-Half Hourly Trading (Not applicable on or after the UMS Mandate Go-Live Date)

1.3.8 Half Hourly Trading

1.3.9 Temporary UMS Supplies

1.4 Other Sections within the BSCP

1.5 Balancing and Settlement Code Provision

1.6 Associated BSC Procedures

1.7 Acronyms and Definitions

1.7.1 Acronyms

1.7.2 Definitions

2. Coordinated Data Cleansing Operation

3. Interface and Timetable Information

3.1 Establishment of a New UMS Inventory3

3.2 Amendment to Inventory

3.3 Change of Supplier

3.3.1 Half Hourly Trading

3.3.2 Non-Half Hourly Trading (Applicable until the UMS Mandate Go-Live Date)

3.4 Change of MA

3.5 Change of Data Collector for an existing MSID when not concurrent with Change of Supplier

3.6 Change of Measurement Class

3.6.1 Change from Non-Half Hourly to Half Hourly Trading or from Half Hourly to Non-Half Hourly Trading

3.6.2 Change from Non-Half Hourly to Half Hourly Trading

3.7 Change of Energisation Status of an MSID

3.8 Disconnection of an MSID910

3.9 Collection Activities

3.9.1 Half Hourly Trading

3.9.2 Non-Half Hourly Trading

3.10 SVAA sends Market Domain Data13

3.11 UMSO sends annual spreadsheet of all UMS EACs to Supplier

3.12 Approval of New Switch Regimes and/or Charge Codes

3.13 Approval of Equivalent Meter

3.14 Equivalent Meter Fault Reporting17 - Investigating Inconsistencies

3.15 Proving HH Unmetered MSID

3.16 Approval of Central Management System

3.17 Central Management System - Fault Reporting

4. Appendices

4.1 Categories of Unmetered Apparatus

4.2 Switch Regimes

4.3 Not used

4.4 Allocation of Unmetered Supplies to Profile Classes and Standard Settlement Configurations

4.5 Calculation of EACs

4.5.1 Calculation of EACs for Apparatus other than storage heating

4.5.2 Calculation of EACs for storage heating Apparatus

4.5.3 Calculation of EACs for Temporary Supplies

4.5.4 Consumption Adjustments following LDSO Inventory Audits

4.6 Equivalent Meter and Central Management System Specification

Equivalent Meter - Calculation

4.6.1 Hardware – PECU Array

4.6.1.1 PECU Array Siting Procedure

4.6.2 PECU Array Operating Procedure

4.6.2.1 Minimum Specification for PECU Arrays

3.1 Establishment of a New UMS Inventory³

3.8 Disconnection of an MSID⁹ ¹⁰

3.10 SVAA sends Market Domain Data¹³

3.14 Equivalent Meter Fault Reporting¹⁷ - Investigating Inconsistencies