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@gemserv.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 SMDA Full Assurance June 2024 SEC Release Baseline (11 downloads) | 1.1 | 2025.04.15 | Sets out the SMDA Full Assurance baseline components in June 2024 SEC Release. |
| SMDA Partial Assurance June 2024 SEC Release SMDA Partial Assurance June 2024 SEC Release Baseline (2 downloads) | 1.1 | 2025.04.15 | Sets out the SMDA Partial Assurance baseline components in June 2024 SEC Release. |
| SMDA Full Assurance November 2022 SEC Release Baseline SMDA November 2022 SEC Release Full Assurance Baseline (42 downloads) | 1.1 | 2025.04.15 | Sets out the SMDA Full Assurance baseline components in November 2022 SEC Release. |
| SMDA Partial Assurance November 2022 SEC Release SMDA November 2022 SEC Release Partial Assurance Baseline (6 downloads) | 1.1 | 2025.04.15 | Sets out the SMDA Partial Assurance baseline components in November 2022 SEC Release. |
| SMDA Full Assurance November 2021 SEC Release Baseline SMDA Full Assurance November 2021 SEC Release Baseline v1.3 (8 downloads) | 1.3 | 2025.04.15 | Sets out the SMDA Full Assurance baseline components in November 2021 SEC Release. |
| SMDA Partial Assurance November 2021 SEC Release SMDA Partial Assurance November 2021 SEC Release Baseline (3 downloads) | 1.1 | 2025.04.15 | Sets out the SMDA Partial Assurance baseline components in November 2021 SEC Release. |
| SMDA Full Assurance November 2020 SEC Release Baseline SMDA Full Assurance November 2020 SEC Release Baseline (16 downloads) | 1.3 | 2025.04.15 | Sets out the SMDA Full Assurance baseline components in November 2020 SEC Release. |
| SMDA Partial Assurance November 2020 SEC Release SMDA Partial Assurance November 2020 SEC Release Baseline (3 downloads) | 1.4 | 2025.04.15 | Sets out the SMDA Partial Assurance baseline components in November 2020 SEC Release. |
| SMDA Full Assurance November 2019 SEC Release Baseline SMDA Full Assurance November 2019 SEC Release Baseline (14 downloads) | 2.3 | 2025.04.15 | Sets out the SMDA Full Assurance baseline components in November 2019 SEC Release. |
| SMDA Partial Assurance November 2019 SEC Release Baseline SMDA Partial Assurance November 2019 SEC Release Baseline (5 downloads) | 2.4 | 2025.04.15 | Sets out the SMDA Partial Assurance baseline components in November 2019 SEC Release. |
| SMDA Full Assurance Release 2 Baseline SMDA Full Assurance Release 2 SEC Baseline (1 download) | 1.3 | 2025.04.15 | Sets out the SMDA Full Assurance baseline components in Release 2 |
| SMDA Partial Assurance Release 2 Baseline SMDA Partial Assurance Release 2 SEC Baseline (1 download) | 1.4 | 2025.04.15 | Sets out the SMDA Partial Assurance baseline components in Release 2 |
| SMDA Full Assurance Release 1 Baseline SMDA Full Assurance Release 1 SEC Baseline (3 downloads) | 1.3 | 2025.04.15 | Sets out the SMDA Full Assurance baseline components in Release 1 |
| SMDA Partial Assurance Release 1 Baseline SMDA Partial Assurance Release 1 SEC Baseline (4 downloads) | 2.3 | 2025.04.15 | Sets out the SMDA Partial Assurance baseline components in Release 1 |
| SMDA Tolerated Issues for Partial Assurance SMDA-246 – Tolerated Issues for Partial Assurance v2.5 (22 downloads) | 2.5 | 2024.09.05 | Outline the tests that have been deemed tolerable and the reasons why |
| SMDA Tolerated Issues for Full Assurance SMDA-252 SMDA Tolerated Issues for Full Assurance v1.7 (25 downloads) | 1.7 | 2024.09.05 | Outline the common issues that have been deemed tolerable and the reasons why |
| SMDA Test Specification Library June 2024 SEC Release SMDA Test Specification Library v7.1 (3 downloads) | 7.1 | 2025.05.13 | Library of SMDA test specifications for June 2024 SEC Release |
| SMDA Test Specification Library November 2022 SEC Release SMDA Test Specification Library v6.1 (13 downloads) | 6.1 | 2025.05.13 | Library of SMDA test specifications for November 2022 SEC Release |
| SMDA Test Specification Library November 2021 SEC Release SMDA Test Specification Library v5.1 (378 downloads) | 5.1 | 2025.05.13 | Library of SMDA test specifications for November 2021 SEC Release |
| SMDA Test Specification Library November 2020 SEC Release SMDA Test Specification Library v4.1 (7 downloads) | 4.1 | 2025.05.13 | Library of SMDA test specifications for November 2020 SEC Release |
| SMDA Test Specification Library November 2019 SEC Release SMDA Test Specification Library v3.1 (38 downloads) | 3.1 | 2025.05.13 | Library of SMDA test specifications for November 2019 SEC Release |
| SMDA Test Specification Library Release 2 SMDA Test Specification Library v2.01 (19 downloads) | 2.01 | 2020.07.27 | Library of SMDA test specifications for Release 2 |
| SMDA Test Specification Library Release 1 SMDA Test Specification Library v1.0.12 (25 downloads) | 1.0.12 | 2019.10.10 | Library of SMDA test specifications for Release 1 |
| SMDA Baseline Uplift Guidance Note SMDA Baseline Uplift Guidance Note (7 downloads) | 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 SMDA Assurance Fees v2.2 (56 downloads) | 2.2 | 2025.04.09 | Sets out the fees for SMDA testing and assurance |
| SMDA Testing Exemption Application Form SMDA Testing Exemption Application Form v1.4 (66 downloads) | 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 SMDA Test Exemption Procedure v2.0 (21 downloads) | 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 SMDA-199 Testing Architecture Design v1.1 (39 downloads) | 1.1 | 2018.10.18 | Outlines SMDA Testing Architecture |
| SMDA Change Management Form SMDA Change Management Form v1.2 (1 download) | 1.2 | 2023.03.29 | Form for members to submit a change proposal |
| SMDA Traceability Traceability-v1.0.0.xlsx (34 downloads) | 1.0.0 | 2017.08.03 | |
| SMDA Testing Approach SMDA 208 Testing Approach v1.1 (37 downloads) | 1.1 | 2024.07.24 | Describes the SMDA testing approach based on the evolution of the SMDA testing requirements |
| SMDA Entry and Exit Criteria SMDA-125-Entry-and-Exit-Criteria-v1.0.pdf (46 downloads) | 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 SMDA-096-Risk-Based-Interchangeability-Testing-Approach-v2.0.pdf (31 downloads) | 2 | 2015.09.14 | Outlines key factors and considerations in developing a Risk-based IC Testing Approach |
| SMDA Baselines Overview SMDA Baselines Overview (21 downloads) | 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 Test Prioritisation Procedure (1 download) | 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 SMDA-266 SMDA – Guidance Interoperability and Interchangeability Obligations and Expectations (595 downloads) | 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 SMDA-232-Branding-Guidelines-v1.1 (14 downloads) | 1.1 | 2021.11.22 | Explains how the SMDA Marks and Ident may be used |
| SMDA Charging Model SMDA 229 Charging Model v1.1 (36 downloads) | 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 SMDA-179- Process for Issuing SMDA Assurance v1.3 (16 downloads) | 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 SMDA-134-Change-Procedure-v2.3 (25 downloads) | 2.3 | 2023.12.14 | Sets out the procedure for proposal of, and decisions regarding, changes to SMDA baselines and test scripts. |
| SMDA Issues and Dispute Resolution Procedure SMDA Issues and Dispute Resolution Procedure (1 download) | 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 SMDA Issues and Dispute Resolution Procedure Annex A - SMDA Issue Form (1 download) | 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 SMDA Issues and Dispute Resolution Procedure Annex B - SMDA Testing Dispute Committee ToRs (1 download) | v1.1 | 2024.07.24 | Annex B for SMDA Issues and Dispute Resolution Procedure |
| SMDA Quality Assurance Framework SMDA Quality Assurance Framework (1 download) | 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 SMDA Review and Double Band Device Testing Consultation Conclusion (GREEN) v1.0 (14 downloads) | 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 SMDA Testing Service Specification (Green) v1.1 (32 downloads) | 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.