Scheme Documents
Please see the below SMDA documentation. If you have any feedback please submit the form at the bottom of the page or contact SMDASO@talan.com.
SMDA Technical Scheme Documents
This table contains the technical SMDA documentation and relevant guidance documents. This includes SMDA Testing Baselines, tolerable issues and testing requirements.
| SCHEME DOCUMENT | VERSION | VERSION DATE | DESCRIPTION |
|---|---|---|---|
| SMDA Full Assurance June 2024 SEC Release Baseline | 1.3 | 2026.11.04 | Sets out the SMDA Full Assurance baseline components in June 2024 SEC Release. |
| SMDA Partial Assurance June 2024 SEC Release | 1.3 | 2026.11.11 | Sets out the SMDA Partial Assurance baseline components in June 2024 SEC Release. |
| SMDA Full Assurance November 2022 SEC Release Baseline | 1.3 | 2026.11.04 | Sets out the SMDA Full Assurance baseline components in November 2022 SEC Release. |
| SMDA Partial Assurance November 2022 SEC Release | 1.3 | 2026.11.11 | Sets out the SMDA Partial Assurance baseline components in November 2022 SEC Release. |
| SMDA Full Assurance November 2021 SEC Release Baseline | 1.5 | 2026.11.04 | Sets out the SMDA Full Assurance baseline components in November 2021 SEC Release. |
| SMDA Partial Assurance November 2021 SEC Release | 1.3 | 2026.11.11 | Sets out the SMDA Partial Assurance baseline components in November 2021 SEC Release. |
| SMDA Full Assurance November 2020 SEC Release Baseline | 1.5 | 2026.11.04 | Sets out the SMDA Full Assurance baseline components in November 2020 SEC Release. |
| SMDA Partial Assurance November 2020 SEC Release | 1.6 | 2026.11.11 | Sets out the SMDA Partial Assurance baseline components in November 2020 SEC Release. |
| SMDA Full Assurance November 2019 SEC Release Baseline | 2.5 | 2026.11.04 | Sets out the SMDA Full Assurance baseline components in November 2019 SEC Release. |
| SMDA Partial Assurance November 2019 SEC Release Baseline | 2.6 | 2026.11.11 | Sets out the SMDA Partial Assurance baseline components in November 2019 SEC Release. |
| SMDA Full Assurance Release 2 Baseline | 1.4 | 2026.11.04 | Sets out the SMDA Full Assurance baseline components in Release 2 |
| SMDA Partial Assurance Release 2 Baseline | 1.5 | 2026.11.11 | Sets out the SMDA Partial Assurance baseline components in Release 2 |
| SMDA Full Assurance Release 1 Baseline | 1.4 | 2026.11.04 | Sets out the SMDA Full Assurance baseline components in Release 1 |
| SMDA Partial Assurance Release 1 Baseline | 2.4 | 2026.11.11 | Sets out the SMDA Partial Assurance baseline components in Release 1 |
| SMDA Tolerated Issues for Partial Assurance | 2.6 | 2026.11.03 | Outline the tests that have been deemed tolerable and the reasons why |
| SMDA Tolerated Issues for Full Assurance | 1.8 | 2026.11.04 | Outline the common issues that have been deemed tolerable and the reasons why |
| SMDA Test Specification Library June 2024 SEC Release | 7.1.1 | 2025.10.31 | Library of SMDA test specifications for June 2024 SEC Release |
| SMDA Test Specification Library November 2022 SEC Release | 6.1.1 | 2025.10.31 | Library of SMDA test specifications for November 2022 SEC Release |
| SMDA Test Specification Library November 2021 SEC Release | 5.1.1 | 2025.10.31 | Library of SMDA test specifications for November 2021 SEC Release |
| SMDA Test Specification Library November 2020 SEC Release | 4.1.1 | 2025.10.31 | Library of SMDA test specifications for November 2020 SEC Release |
| SMDA Test Specification Library November 2019 SEC Release | 3.1.1 | 2025.10.31 | Library of SMDA test specifications for November 2019 SEC Release |
| SMDA Test Specification Library Release 2 | 2.01 | 2020.07.27 | Library of SMDA test specifications for Release 2 |
| SMDA Test Specification Library Release 1 | 1.0.12 | 2019.10.10 | Library of SMDA test specifications for Release 1 |
| SMDA Baseline Uplift Guidance Note | 2.0 | 2025.04.14 | Outlines the approach to supersede all existing SMDA Testing Baselines to align more closely to current industry needs. |
| SMDA Assurance Fees | 2.2 | 2025.04.09 | Sets out the fees for SMDA testing and assurance |
| SMDA Testing Exemption Application Form | 1.3 | 2024.10.07 | Form for manufacturers to provide to the Test House when submitting new firmware or hardware versions as part of the Test Exemption Process |
| SMDA Test Exemption Procedure | 2.0 | 2023.03.23 | Outlines necessary steps to be taken by the Manufacturer, Test House and the Scheme Operator as part of the Test Exemption process |
| SMDA Testing Architecture Design | 1.1 | 2018.10.18 | Outlines SMDA Testing Architecture |
| SMDA Change Management Form | 1.2 | 2023.03.29 | Form for members to submit a change proposal |
| SMDA Traceability | 1.0.0 | 2017.08.03 | |
| SMDA Testing Approach | 1.1 | 2024.07.24 | Describes the SMDA testing approach based on the evolution of the SMDA testing requirements |
| SMDA Entry and Exit Criteria | 1 | 2015.11.18 | Set of criteria conditions that need to be met by devices prior to testing and to successfully complete assurance process |
| SMDA Risk Based Interchangeability Testing Approach | 2 | 2015.09.14 | Outlines key factors and considerations in developing a Risk-based IC Testing Approach |
| SMDA Baselines Overview | 1.1 | 2023.07.10 | Outlines the SMDA baselines support end dates and will assist manufacturers with identifying a suitable SMDA baseline to test devices against. |
| Test Prioritisation Procedure | 1.0 | 2024.07.24 | Process which sets out the test prioritisation process |
SMDA General Documents
This table contains general SMDA documentation related to SMDA including the process of issuing assurance and the issue and dispute procedure.
| SCHEME DOCUMENT | VERSION | VERSION DATE | DESCRIPTION |
|---|---|---|---|
| SMDA – Guidance Interoperability and Interchangeability Obligations and Expectations | 1.0 | 2024.01.17 | This note describes the requirements and expectations on SEC Parties regarding Interoperability and Interchangeability of SMETS2+ devices. |
| SMDA Branding Guidelines | 1.1 | 2021.11.22 | Explains how the SMDA Marks and Ident may be used |
| SMDA Charging Model | 1.1 | 2021.06.21 | Ensures members understand how pricing is set, providing transparency on potential lifetime costs of device assurance |
| SMDA Process for Issuing Assurance | 1.3 | 2024.07.24 | Outlines process between the Manufacturer, Test House and Scheme Operator to issue SMDA Assurance for a Device |
| SMDA Change Procedure | 2.4 | 2026.03.03 | Sets out the procedure for proposal of, and decisions regarding, changes to SMDA baselines and test scripts. |
| SMDA Issues and Dispute Resolution Procedure | 1.1 | 2024.07.24 | Sets out the process to support and efficient resolution of SMDA issues and disputes |
| SMDA Issues and Dispute Resolution Procedure Annex A - SMDA Issue Form | v1.0 | 2024.07.24 | Annex A for SMDA Issues and Dispute Resolution Procedure |
| SMDA Issues and Dispute Resolution Procedure - Annex B - SMDA Testing Dispute Committee ToRs | v1.1 | 2024.07.24 | Annex B for SMDA Issues and Dispute Resolution Procedure |
| SMDA Quality Assurance Framework | v1.1 | 2023.05.05 | This document sets out the guiding principles for quality management and assurance within SMDA operations |
SMDA Consultation Documents
This table contains documentations relating to SMDA Consultations.
| Consultation | Consultation Documents | Publication Date | Description |
|---|---|---|---|
| SMDA Review and Double Band Device Testing Consultation | SMDA Review and Double Band Device Testing Consultation Conclusion | 20/05/2024 | This document contains a summary of the non-confidential collated responses received to the SMDA Review and Double Band Device Testing Consultation, and the subsequent conclusions to the consultation. |
| SMDA Testing Service Specification v1.1 | SMDA Testing Service Specification | 11/07/2024 | This document details the scope and specification of SMDA Testing Services that an SMDA Testing House would need to provide as part of the SMDA Scheme. |
Archived SMDA Documents
For archived SMDA documents please click here.