DSC Delivery Sub-Group

1. DSC Delivery Sub-Group 3rd June 2019

2. Agenda (1)

3. Agenda (2)

4. Agenda (3)

5. 3. Defects update • 3a. Defect Summary and Dashboard • 3b. Issue Management

6. 3a. DSG Defect Summary

7. Defect Summary Stats • Stats as per HPQC extract taken on Wednesday 29th May 2019.

8. R3.14a The below fixes were all deployed to production 24th April 2019 The below fixes were deployed as urgent Release 3.14b is scheduled for 31st May 2019

9. Amendment Invoice Impacting Defects – Open 1

10. Amendment Invoice Impacting Defects – Open 2

11. Amendment Invoice Impacting Defects - Closed The below defects were deployed / closed since the last slides were issued.

12. 3b. Issue Management • No updates for this meeting

13. Portfolio Delivery • 4a. Portfolio Delivery Overview POAP • 4b. Retail and Network Delivery Overview • 4c. Data Delivery Overview

14. 4a. Portfolio Delivery Overview POAP Please find the Portfolio Delivery POAP on xoserve.com Changes are: to the decommissioning projects (3143 -Decommission XFTM & 3447 - XP1 Decommissioning) • Implementation milestone have moved to 30/06 • Closedown milestones have moved to 30/08

15. 4b. Retail and Network Delivery Overview

16. 2019 / 2020 UK Link Delivery Timeline Imp PIS Jun-19 Build Testing PIS Testing Imp #1 Build PIS Imp #2 EUC IDR Capture Initiation Design UAT RT PT Test Cont PIS Build & UT ST & SIT Nov-19 RT Imp PIS Design Build & FUT ST CM MiR 4 Potential Activity – MiR 5 MiR 5 Feb - 20 Documentation Release Jun-20 Potential Activity – June 2020 Retro Retro UIG Potential Activity - UIG Mod678 – Uk Link Impacts SUPT UKL PT ST SIT UKL RT IDR PIS UKL ST UKL AT & RT UAT UT IMP HLD CSS CC Build / Testing SIT / Reg Test MT IMP Detailed Design • Assumes February-2020 Release continue to be documentation only release • Assumes RETRO will be Released Nov 2020 • Please note that this is all potential activity within UK Link over the next 24 months

17. 2019 / 2020 UK Link Governance Timeline Jun-19 BER Approval 09/01/19 Sep-19 / EUC BER Approval 09/01/19 BER Approval 10/04/19 BER Approval 10/04/18 Change Pack Issue 04/2019 EQR Approval 06/02/19 Nov-19 ChMC Scope Approval 10/04/19 MiR 4 Potential Activity MiR 5 ChMC Scope Approval 12/06/19 Jun - 20 Scope Approval Jun-19 EQR Approval Jul-19 BER Approval Sept-19 Change Pack Issue Dec-19 Feb-20 Potential Activity Governance Approval dates tbc Potential Activity RETRO Governance Approval dates tbc Complete • Assumes February Release continue to be documentation only release • Assumes RETRO will be Nov 2020 Major Release Delivery • Please note that this is all potential activity within UK Link over the next 24 months Key On track At risk

18. Change Index – UK Link Allocated Change

19. Change Index – UK Link Unallocated External Impacting Changes

20. Change Index – UK Link Unallocated External Impacting Changes KEY

21. Proposed June 2020 UK Link Major Release Scope / Governance Timeline • Ready for inclusion: 4772, 4691 • Awaiting solution decision: MOD647, 4865 • In High Level Solution Options Assessment: • 4692 - CSEPs: IGT and GT File Formats (CIN Files) • 4850 - Notification of Customer Contact Details to Transporters • 4780b – CSSC MAP ID • 4923 - Auto updates to meter read frequency (MOD0692) • 4930 - Requirement to Inform Shipper of Meter Link Code Change • 4931 - Submission of Space in Mandatory Data on Multiple SPA Files • 4932 - Improvements to the quality of conversion factor values on the supply point register. • 4941 - Auto updates to meter read frequency (MOD 692) • Requirements Sign Off: (Medium Priority) • 4801 - Additional information to be made viewable on DES • Requirements Sign Off: (Low Priority) • 4888 - Removing Duplicate Address Update Validation for IGT Supply Meter Points via Contact Management Service (CMS) • Requirements Gathering: (High Priority) • 4871b - Modification 0665 – Changes to Ratchet Regime • Not Looked At (Low Priority) • 4645 - The rejection of incrementing reads submitted for an Isolated Supply Meter Point (RGMA flows) • 4925 - Incorrect display of read and asset information on DES EQR Approval Jul-19 Scope Approval Jun-19 BER Approval Sept-19 Change Pack Issue Dec-19

22. 4c. Data Office POAPApril/May 2019

23. Data Office POAP Below shows the Change Proposals or externally impacting change requests that are currently in delivery with the Data Office and have planned releases:

24. Data Office changes - Delivered The table below shows those changes closed since the last update: There are no escalations or decisions required and these slides are for information only.

25. Data Office changes in Capture The table below shows all change proposals and externally impacting change requests which are currently in capture and are either new requests, we are gathering requirements or we are waiting for solution options from the Data Office:

26. 5. Major Release Update • 5a. June 2019 • 5b. End User Categories 19 • 5c. November 2019 • 5d. Minor Release Drop 4 • 5e. Minor Release Drop 5

27. 5a. XRN4732 - June 19 Release - Status Update

28. XRN4732 - June 19 Release Timelines • Key Milestone Dates: • UAT has now completed • Regression Test plan approved, awaiting code merge to complete • Implementation – Approach approved and planning in progress

29. 5b. XRN4665 – EUC Release

30. XRN 4665 - EUC Release Timelines • Key Milestone Dates: • ST/SIT activities have been completed successfully • UAT activities have commenced as per plan, this has been extended by 3 weeks • Planning for Performance & Regression Testing phases in progress • Internal discussions continue to finalise an agreed PIS duration (to include first usage monitoring) T67 Issued NRL Issued

31. 5c. XRN4828 - Nov 19 Release - Status Update

32. XRN4828 - Nov 19 Release Timelines • Key Milestone Dates: • Receive supplier responses – 13/02/19 • Supplier contract approval – 05/04/19 • Approve and issue EQR – 04/02/19 • Gain Business Case approval at IRC - 13/03/19 • PID approval 12/04/19 • Detailed Delivery Plan approved – 05/04/19 • BER Approval – 10/04/19 • Design Change Packs Approval–08/05/19 2019 XRN4828 Nov-19 HLD & Change Pack Production Design Build & FUT ST & SIT UAT RT PT Test Cont. IDR PIS GO LIVE 08/11/19 - TBC 04/02: EQR Approval 08/05: Change Pack Approval 10/04: BER Approval

33. 5d. XRN – MiR Drop 4 - Status Update

34. Potential Minor Release Drop 4 Timeline & Scope • Minor Release Drop 4 Key Milestone Dates: • Initiation – 3/5/19 • Design – 10/5/19 • Build - 7/6/19 • Test – 19/7/19 • Implementation – 27/7/19 • Closedown – 9/8/19 2019 Dec MiR Drop 4 Design Build ST & Assurance CM PT / RT IMP PIS 10/04: Scope Approval 27/7: Go Live

35. 5e. Proposed MiR Drop 5 Scope / Governance Timeline • Awaiting solution decision: • XRN4871 (A) - Modification 0665 - Changes to Ratchet Regime • XRN4896 - Failure to Supply Gas System and Template Amendment (Cadent have made slight changes to the Requirements for this change – this change is now back in requirement gathering status awaiting the updated HLSO) GO LIVE – 17/08/19 Scope Approval Jun-19 BER Approval Jul-19

36. 6. New Change ProposalsFor Ratification of the Prioritisation Scores • 6a. XRN4955 Amendment of MDD PSR Needs Codes and Needs Code Descriptions

37. XRN4955 - Amendment of MDD PSR Needs Codes and Needs Code Descriptions Initial thoughts

38. Overview • SPAA CP 471 - “Amendment of MDD PSR Needs Codes and Needs Code Descriptions” was raised looking to amend MDD to align energy (Gas & Electricity) PSR Needs Codes and Needs Codes Descriptions with the inclusion of Water specific codes. • 4 description enhancements (19, 20, 23 and 27) • 1 Needs Code to be discontinued (10) and replaced by 2 new Needs Codes (35 and 36) • 1 new code (37) directly related to water dependency

39. Impacts • This change would require a File Formant amendment, new allowable values and description changes • S84 Record • CFR, CNC & CNF • Customer systems would need to be amended to send and receive the new Needs Codes • Suppliers/Shippers will also need to cleanse data due to one Needs Code (10 “hearing and speech impairment”) ceasing to be used, and being replaced by new Needs Codes (35) hearing impairment and (36) speech impairment

40. Timescales • Delivery of the industry wide changes is planned for 1st April 2020 • XRN4955 is being progressed to be added to Febuary-2020 release schedule

41. 7. Change Proposal Initial View Representations • XRN4645 Rejection of incrementing reads following Isolation (RGMA Flows)

42. 8. Undergoing Solution Options Impact Assessment Review • 8a. XRN4860 National ‘Temporary’ UiGMonitoring • 8b. XRN4914 MOD 0651- Retrospective Data Update Provisions

43. 8a. XRN4860: National ‘Temporary’ UIG Monitoring DSG 3rd June 2019 Options to Progress this Change

44. Change Overview • Since Nexus implementation there has been a significant cumulative difference between UIG at Allocation and after Reconciliation. • Allocated UIG is adjusted (down or up) as a result of meter point reconciliation across the market and will become permanent UIG at Line-in-the-Sand (3-4 years after the gas day) • Trends in post-reconciliation UIG have remained higher than our customers expected since Nexus go-live, despite the 23 months of meter point reconciliation. • The trend between June 2017 and the end of gas year 2017/18 was that reconciliation reduced levels of UIG initially allocated to shippers based on their portfolio mix (Class / EUC) but not to the level expected by the industry. • Since the start of Gas Year 2018/19 when newly ‘uplifted’ Annual Load Profiles / Daily Adjustment Factors came into effect for EUC 01B and 02B, the pattern has changed, with allocated UIG being much more moderate and subsequent reconciliation increasing the initial UIG volume. • This change request seeks to procure a budget for CDSP subject matter experts to analyze the available industry data to provide a central national ‘forecast’ for UIG reconciliation.

45. Option 1 to Address the Change • CDSP to analyse high-level market wide reconciliation data to identify trends and create a linear forecast of potential reconciliation levels. +  Simple to analyse + Short timescales + Low level of additional resource required • Limited scope of analysis • High Level forecast may not capture nuance of different behaviour in different market sectors • Limited historic data to work from so analysis and forecast may not be robust

46. Option 2 to Address the Change • CDSP recommended option. UIG Task Force Analytics Partner to analyse detailed market wide reconciliation and metering data to identify trends and create a robust forecast of potential reconciliation levels. + Contract already in place with Analytics Partner from UIG Task Force + Analytics Partner familiar with the data and problem - comprehensive proposal to analyse and predict reconciliation levels comprising 12 weeks of sprint based analysis and outputs • Estimated cost of work is circa £105k • Current estimate of data provision puts delivery to analytics partner at December 2019, so output delivered in Q4 FY 2019-20. • Need to agree delivery outputs. Do we want a predicted energy value or an updateable model which can update with the latest data to refine the forecasts? • This is a change to the proposed output and will likely cost more than the £105k quoted

47. Option 3 to Address the Change • CDSP to analyse detailed market wide reconciliation and metering data to identify trends and create a robust forecast of potential reconciliation levels. + Using CDSP resource allows us to use additional subject matter expertise during the analysis + An internal forecast will be easier to maintain going forward if required. • Requires implementation of new Data Analysis capability in Xoserve • Currently forecast for December 2019 implementation • Earliest potential delivery in Q1 FY 2020-21 • Requires recruiting and training additional Analytics resource • Cost Estimate TBC

48. 8b. XRN4914 MOD 0651- Retrospective Data Update Provisions • Verbal update to be provided by Paul Orsler

49. 9. Solution Options Impact Assessment Review Completed • 9a. XRN4692 CSEPs: IGT and GT File Formats (CIN Files) • 9b. XRN4780 Inclusion of Meter Asset Provider Identity (MAP Id) in the UK Link system (CSS Consequential Change) • 9c. XRN4850 Notification of Customer contact details to Transporters - Removed • 9d. XRN4930 Requirement to inform shipper of meter link code change • 9e. XRN4931 Submission of space in mandatory data on multiple SPA files - Removed • 9f. XRN4932 Improvements to the quality of the Conversion Factor values held on the Supply Point Register (MOD0681S) - Removed • 9g. XRN4941 Auto updates to meter read frequency (MOD0692)

50. XRN4692 - CSEPs: IGT and GT File Formats (CIN Files) High Level System Solution Impact Assessment