ONE-TIME implementation burden (averaged over first 3 yrs.) of RM12-3 (System Refresh) Final Rule

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UNITED STATES OF AMERICA
FEDERAL ENERGY REGULATORY COMMISSION


Revisions to Electric Quarterly Report Filing Process

Docket No. RM12-3-000





ERRATA NOTICE 

(November 19, 2012)

	On November 15, 2012, the Commission issued a Final Rule in the above-captioned proceeding, Revisions to Electric Quarterly Report Filing Process, 141 FERC ¶ 61,120 (2012) (Final Rule).  In the Final Rule, Appendix B included typographical errors that created numbering errors in the old and new field boxes and included fields that should have been deleted.  This errata notice and the attached replacement Appendix B, the EQR Data Dictionary, correct the originally issued Appendix B.




Kimberly D. Bose,
Secretary.







Appendix B:  EQR Data Dictionary

Electric Quarterly Report Data Dictionary
Version 2.1 (issued November 15, 2012)1
EQR Data Dictionary
ID Data
Field #
Field
Required
Value
Definition
Old
New




1
1
Filer Unique Identifier

FS# (where “#” is an integer)
(Seller) – An identifier (e.g., “FS1”, “FS2”) used to designate a record containing Seller identification information in a comma-delimited (csv) file that is imported into the EQR filing.  One record for each seller company may be imported into an EQR for a given quarter.
1
1
Filer Unique Identifier

FA1
(Agent) – An identifier (i.e., “FA1”) used to designate a record containing Agent identification information in a comma-delimited (csv) file that is imported into the EQR filing.  Only one record with the FA1 identifier may be imported into an EQR for a given quarter.
2
2
Company Name

Unrestricted text (100 characters)
(Seller) – The name of the company that is authorized to make sales as indicated in the company's FERC tariff(s).
2
2
Company Name

Unrestricted text (100 characters)
(Agent) – The name of the entity completing the EQR filing.  The Agent's Company Name need not be the name of the company under Commission jurisdiction. 
3
X





3
Company Identifier

A 7-digit integer proceeded by the letter “C”
(Seller) – Identifier obtained through the Commission’s Company Registration system.
3
4
Contact Name

Unrestricted text (50 characters)
(Seller) – The name of the contact for the company authorized to make sales as indicated in the company's FERC tariff(s).  
3
4
Contact Name

Unrestricted text (50 characters)
(Agent) – Name of the contact for the Agent, usually the person who prepares the filing.
4
5
Contact Title

Unrestricted text (50 characters)
Title of contact identified in Field Number 4.
5
6
Contact Address

Unrestricted text
Street address for contact identified in Field Number 4.
6
7
Contact City

Unrestricted text (30 characters)
City for the contact identified in Field Number 4.
7
8
Contact State

Unrestricted text (2 characters)
Two character state or province abbreviations for the contact identified in Field Number 4.
8
9
Contact Zip

Unrestricted text (10 characters)
Zip code for the contact identified in Field Number 4.
9
10
Contact Country Name

CA - Canada
MX - Mexico
US – United States
UK – United Kingdom
Country (USA, Canada, Mexico, or United Kingdom) for contact address identified in Field Number 4.
10
11
Contact Phone

Unrestricted text (20 characters)
Phone number of contact identified in Field Number 4.
11
12
Contact E-Mail

Unrestricted text
E-mail address of contact identified in Field Number 4.
12
13
Transactions Reported to Index Price Publisher(s)

Y (Yes)
N (No)

Filers should indicate whether they have reported their sales transactions to index price publisher(s).  If they have, filers should indicate specifically which index publisher(s) in Field Number 73.
13
14
Filing Quarter

YYYYMM
A six digit reference number used by the EQR software to indicate the quarter and year of the filing for the purpose of importing data from csv files.  The first 4 numbers represent the year (e.g., 2007).  The last 2 numbers represent the last month of the quarter (e.g., 03=1st quarter; 06=2nd quarter, 09=3rd quarter, 12= 4th quarter). 


EQR Data Dictionary
Contract Data
Field #
Field
Required
Value
Definition
Old
New




14
15
Contract Unique ID

An integer proceeded by the letter “C” (only used when importing contract data) 
An identifier beginning with the letter “C” and followed by a number (e.g., “C1”, “C2”) used to designate a record containing contract information in a comma-delimited (csv) file that is imported into the EQR filing.  One record for each contract product may be imported into an EQR for a given quarter.
15
16
Seller Company Name

Unrestricted text (100 characters)
The name of the company that is authorized to make sales as indicated in the company’s FERC tariff(s).  This name must match the name provided as a Seller's “Company Name” in Field Number 2 of the ID Data (Seller Data).
16
17
Customer Company Name

Unrestricted text (70 characters)
The name of the counterparty.
17
X




17
18
Contract Affiliate

Y (Yes)
N (No)
The customer is an affiliate if it controls, is controlled by or is under common control with the seller.  This includes a division that operates as a functional unit. A customer of a seller who is an Exempt Wholesale Generator may be defined as an affiliate under the Public Utility Holding Company Act and the FPA.
18
19
FERC Tariff Reference

Unrestricted text (60 characters)
The FERC tariff reference cites the document that specifies the terms and conditions under which a Seller is authorized to make transmission sales, power sales or sales of related jurisdictional services at cost-based rates or at market-based rates.  If the sales are market-based, the tariff that is specified in the FERC order granting the Seller Market Based Rate Authority must be listed.
19
20
Contract Service Agreement ID

Unrestricted text (30 characters)
Unique identifier given to each service agreement that can be used by the filing company to produce the agreement, if requested.  The identifier may be the number assigned by FERC for those service agreements that have been filed with and accepted by the Commission, or it may be generated as part of an internal identification system.
20
21
Contract Execution Date

YYYYMMDD
The date the contract was signed. If the parties signed on different dates, use the most recent date signed.
21
22
Commencement Date of Contract Terms

YYYYMMDD
The date the terms of the contract reported in fields 18, 23 and 25 through 44 (as defined in the data dictionary) became effective.  If those terms became effective on multiple dates (i.e.: due to one or more amendments), the date to be reported in this field is the date the most recent amendment became effective.  If the contract or the most recent reported amendment does not have an effective date, the date when service began pursuant to the contract or most recent reported amendment may be used.  If the terms reported in fields 18, 23 and 25 through 44 have not been amended since January 1, 2009, the initial date the contract became effective (or absent an effective date the initial date when service began) may be used.
22
23
Contract Termination Date
If specified in the contract.
YYYYMMDD
The date that the contract expires.
23
24
Actual Termination Date
If contract terminated.
YYYYMMDD
The date the contract actually terminates.
24
25
Extension Provision Description

Unrestricted text
Description of terms that provide for the continuation of the contract.
25
26
Class Name

---
See definitions of each class name below.
25
26
Class Name

F - Firm
For transmission sales, a service or product that always has priority over non-firm service.  For power sales, a service or product that is not interruptible for economic reasons.
25
26
Class Name

NF - Non-firm
For transmission sales, a service that is reserved and/or scheduled on an as-available basis and is subject to curtailment or interruption at a lesser priority compared to Firm service.  For an energy sale, a service or product for which delivery or receipt of the energy may be interrupted for any reason or no reason, without liability on the part of either the buyer or seller.
25
26
Class Name

UP - Unit Power Sale
Designates a dedicated sale of energy and capacity from one or more than one specified generation unit(s).
25
26
Class Name

N/A - Not Applicable
To be used only when the other available Class Names do not apply.
26
27
Term Name

LT - Long Term
ST - Short Term
N/A - Not Applicable
Contracts with durations of one year or greater are long-term.  Contracts with shorter durations are short-term.
27
28
Increment Name

---
See definitions for each increment below.
27
28
Increment Name

H - Hourly
Terms of the contract (if specifically noted in the contract) set for up to 6 consecutive hours (≤ 6 consecutive hours).
27
28
Increment Name

D - Daily
Terms of the contract (if specifically noted in the contract) set for more than 6 and up to 60 consecutive hours (>6 and ≤ 60 consecutive hours). 
27
28
Increment Name

W - Weekly
Terms of the contract (if specifically noted in the contract) set for over 60 consecutive hours and up to 168 consecutive hours (>60 and ≤ 168 consecutive hours). 
27
28
Increment Name

M - Monthly
Terms of the contract (if specifically noted in the contract) set for more than 168 consecutive hours up to, but not including, one year (>168 consecutive hours and < 1 year).
27
28
Increment Name

Y - Yearly
Terms of the contract (if specifically noted in the contract) set for one year or more (≥ 1 year).
27
28
Increment Name

N/A - Not Applicable
Terms of the contract do not specify an increment.
28
29
Increment Peaking Name

---
See definitions for each increment peaking name below.
28
29
Increment Peaking Name

FP - Full Period
The product described may be sold during those hours designated as on-peak and off-peak in the NERC region of the point of delivery. 
28
29
Increment Peaking Name

OP - Off-Peak
The product described may be sold only during those hours designated as off-peak in the NERC region of the point of delivery.
28
29
Increment Peaking Name

P - Peak
The product described may be sold only during those hours designated as on-peak in the NERC region of the point of delivery.
28
29
Increment Peaking Name

N/A - Not Applicable
To be used only when the increment peaking name is not specified in the contract.
29
30
Product Type Name

---
See definitions for each product type below.
29
30
Product Type Name

CB - Cost Based
Energy or capacity sold under a FERC-approved cost-based rate tariff.
29
30
Product Type Name

CR - Capacity Reassignment
An agreement under which a transmission provider sells, assigns or transfers all or portion of its rights to an eligible customer.
29
30
Product Type Name

MB - Market Based
Energy or capacity sold under the seller’s FERC-approved market-based rate tariff.
29
30
Product Type Name

T - Transmission
The product is sold under a FERC-approved transmission tariff.
29
30
Product Type Name

Other
The product cannot be characterized by the other product type names.
30
31
Product Name

See Product Name Table, Appendix A.
Description of product being offered.
31
32
Quantity
If specified in the contract
Number with up to 4 decimals
Quantity for the contract product identified.
32
33
Units
If specified in the contract
See Units Table, Appendix E.
Measure stated in the contract for the product sold.
33
34
Rate
One of four rate fields (34, 35, 36, or 37) must be included.
Number with up to 4 decimals
The charge for the product per unit as stated in the contract.
34
35
Rate Minimum
One of four rate fields (34, 35, 36, or 37) must be included
Number with up to 4 decimals
Minimum rate to be charged per the contract, if a range is specified.
35
36
Rate Maximum
One of four rate fields (34, 35, 36, or 37) must be included
Number with up to 4 decimals
Maximum rate to be charged per the contract, if a range is specified.
36
37
Rate Description
One of four rate fields (34, 35, 36, or 37) must be included
Unrestricted text
Text description of rate.  If the rate is currently available on the FERC website, a citation of the FERC Accession Number and the relevant FERC tariff including page number or section may be included instead of providing the entire rate algorithm.  If the rate is not available on the FERC website, include the rate algorithm, if rate is calculated.  If the algorithm would exceed the 150 character field limit, it may be provided in a descriptive summary (including bases and methods of calculations) with a detailed citation of the relevant FERC tariff including page number and section.  If more than 150 characters are required, the contract product may be repeated in a subsequent line of data until the rate is adequately described. 
37
38
Rate Units
If specified in the contract
See Rate Units Table, Appendix F.
Measure stated in the contract for the product sold.
38
39
Point of Receipt Balancing Authority(PORBA)
If specified in the contract
See Balancing Authority Table, Appendix B.
The registered NERC Balancing Authority (formerly called NERC Control Area) where service begins for a transmission or transmission-related jurisdictional sale.  The Balancing Authority will be identified with the abbreviation used in OASIS applications.  If receipt occurs at a trading hub specified in the EQR software, the term “Hub” should be used.
39
40
Point of Receipt Specific Location (PORSL)
If specified in the contract
Unrestricted text (50 characters).  If “HUB” is selected for PORCA, see Hub Table, Appendix C.
The specific location at which the product is received if designated in the contract.  If receipt occurs at a trading hub, a standardized hub name must be used.  If more points of receipt are listed in the contract than can fit into the 50 character space, a description of the collection of points may be used.  ‘Various,’ alone, is unacceptable unless the contract itself uses that terminology.
40
41
Point of Delivery Balancing Authority(PODBA)
If specified in the contract
See Balancing Authority Table, Appendix B.
The registered NERC Balancing Authority (formerly called NERC Control Area) where a jurisdictional product is delivered and/or service ends for a transmission or transmission-related jurisdictional sale.  The Balancing Authority will be identified with the abbreviation used in OASIS applications.  If delivery occurs at the interconnection of two control areas, the control area that the product is entering should be used.  If delivery occurs at a trading hub specified in the EQR software, the term “Hub” should be used. 
41
42
Point of Delivery Specific Location (PODSL)
If specified in the contract
Unrestricted text (50 characters). If “HUB” is selected for PODCA, see Hub Table, Appendix C.
The specific location at which the product is delivered if designated in the contract. If receipt occurs at a trading hub, a standardized hub name must be used.  
42
43
Begin Date
If specified in the contract
YYYYMMDDHHMM
First date for the sale of the product at the rate specified.
43
44
End Date
If specified in the contract
YYYYMMDDHHMM
Last date for the sale of the product at the rate specified.
45
X





EQR Data Dictionary
Transaction Data
Field #
Field
Required
Value
Definition
Old
New




44
45
Transaction Unique ID

An integer proceeded by the letter “T” (only used when importing transaction data)
An identifier beginning with the letter “T” and followed by a number (e.g., “T1”, “T2”) used to designate a record containing transaction information in a comma-delimited (csv) file that is imported into the EQR filing.  One record for each transaction record may be imported into an EQR for a given quarter.  A new transaction record must be used every time a price changes in a sale.
45
46
Seller Company Name

Unrestricted text (100 Characters)
The name of the company that is authorized to make sales as indicated in the company's FERC tariff(s).  This name must match the name provided as a Seller's “Company Name” in Field 2 of the ID Data (Seller Data).
46
47
Customer Company Name

Unrestricted text (70 Characters)
The name of the counterparty.
49
X




47
48
FERC Tariff Reference

Unrestricted text (60 Characters)
The FERC tariff reference cites the document that specifies the terms and conditions under which a Seller is authorized to make transmission sales, power sales or sales of related jurisdictional services at cost-based rates or at market-based rates.  If the sales are market-based, the tariff that is specified in the FERC order granting the Seller Market Based Rate Authority must be listed.
48
49
Contract Service Agreement ID

Unrestricted text (30 Characters)
Unique identifier given to each service agreement that can be used by the filing company to produce the agreement, if requested.  The identifier may be the number assigned by FERC for those service agreements that have been filed and approved by the Commission, or it may be generated as part of an internal identification system.
49
50
Transaction Unique Identifier

Unrestricted text (24 Characters)
Unique reference number assigned by the seller for each transaction.
50
51
Transaction Begin Date

YYYYMMDDHHMM (csv import)
MMDDYYYYHHMM (manual entry)
First date and time the product is sold during the quarter.  
51
52
Transaction End Date

YYYYMMDDHHMM (csv import)
MMDDYYYYHHMM (manual entry)
Last date and time the product is sold during the quarter.  
52
53
Trade Date

YYYYMMDD (csv import)
MMDDYYYY (manual entry)
The date upon which the parties made the legally binding agreement on the price of a transaction.
53
54
Exchange/Brokerage Service

See Exchange/Brokerage Service Table, Appendix H.
If a broker service is used to consummate or effectuate a transaction, the term “Broker” shall be selected from the Commission-provided list.  If an exchange is used, the specific exchange that is used shall be selected from the Commission-provided list.
54
55
Type of Rate

---
See type of rate definitions below.
54
55
Type of Rate

Fixed
A fixed charge per unit of consumption.
54
55
Type of Rate

Formula
A calculation of a rate based upon a formula that does not contain an index component.
54
55
Type of Rate

Electric Index
A calculation of a rate based upon an index or a formula that contains an index component. 
54
55
Type of Rate

RTO/ISO
A rate that is based on an RTO/ISO published price or formula that contains an RTO/ISO price component.
55
56
Time Zone

See Time Zone Table, Appendix D.
The time zone in which the sales will be made under the contract.
56
57
Point of Delivery Balancing Authority (PODBA)

See Balancing Authority Table, Appendix B.
The registered NERC Balancing Authority (formerly called NERC Control Area) abbreviation used in OASIS applications.
57
58
Point of Delivery Specific Location (PODSL)

Unrestricted text (50 characters). If “HUB” is selected for PODBA, see Hub Table, Appendix C.
The specific location at which the product is delivered.  If receipt occurs at a trading hub, a standardized hub name must be used.
58
59
Class Name

---
See class name definitions below.
58
59
Class Name

F - Firm
A sale, service or product that is not interruptible for economic reasons.
58
59
Class Name

NF - Non-firm
A sale for which delivery or receipt of the energy may be interrupted for any reason or no reason, without liability on the part of either the buyer or seller.
58
59
Class Name

UP - Unit Power Sale
Designates a dedicated sale of energy and capacity from one or more than one specified generation unit(s).
58
59
Class Name

BA - Billing Adjustment
Designates an incremental material change to one or more transactions due to a change in settlement results.  “BA” may be used in a refiling after the next quarter’s filing is due to reflect the receipt of new information.  It may not be used to correct an inaccurate filing.
58
59
Class Name

N/A - Not Applicable
To be used only when the other available class names do not apply.
59
60
Term Name

LT - Long Term
ST - Short TermN/A - Not Applicable
Power sales transactions with durations of one year or greater are long-term.  Transactions with shorter durations are short-term.
60
61
Increment Name

---
See increment name definitions below.
60
61
Increment Name

H - Hourly
Terms of the particular sale set for up to 6 consecutive hours (≤ 6 consecutive hours) Includes LMP based sales in ISO/RTO markets.
60
61
Increment Name

D - Daily
Terms of the particular sale set for more than 6 and up to 60 consecutive hours (>6 and ≤ 60 consecutive hours).  Includes sales over a peak or off-peak block during a single day.
60
61
Increment Name

W - Weekly
Terms of the particular sale set for over 60 consecutive hours and up to 168 consecutive hours (>60 and ≤ 168 consecutive hours).  Includes sales for a full week and sales for peak and off-peak blocks over a particular week. 
60
61
Increment Name

M - Monthly
Terms of the particular sale set for set for more than 168 consecutive hours up to, but not including, one year (>168 consecutive hours and < 1 year).  Includes sales for full month or multi-week sales during a given month.
60
61
Increment Name

Y - Yearly
Terms of the particular sale set for one year or more (≥ 1 year).  Includes all long-term contracts with defined pricing terms (fixed-price, formula, or index).
60
61
Increment Name

N/A - Not Applicable
To be used only when other available increment names do not apply.
61
62
Increment Peaking Name

---
See definitions for increment peaking below.
61
62
Increment Peaking Name

FP - Full Period
The product described was sold during Peak and Off-Peak hours.
61
62
Increment Peaking Name

OP - Off-Peak
The product described was sold only during those hours designated as off-peak in the NERC region of the point of delivery.
61
62
Increment Peaking Name

P - Peak
The product described was sold only during those hours designated as on-peak in the NERC region of the point of delivery.
61
62
Increment Peaking Name

N/A - Not Applicable
To be used only when the other available increment peaking names do not apply.
62
63
Product Name

See Product Names Table, Appendix A.
Description of product being offered.
63
64
Transaction Quantity

Number with up to 4 decimals.
The quantity of the product in this transaction.
64
65
Price

Number with up to 6 decimals.
Actual price charged for the product per unit.  The price reported cannot be averaged or otherwise aggregated
65
66
Rate Units

See Rate Units Table, Appendix F
Measure appropriate to the price of the product sold.                               
66
67
Standardized Quantity

Number with up to 4 decimals.
For product names energy, capacity, and booked out power only.  Specify the quantity in MWh if the product is energy or booked out power and specify the quantity in MW if the product is capacity.
67
68
Standardized Price

Number with up to 6 decimals.
For product names energy, capacity, and booked out power only.  Specify the price in $/MWh if the product is energy or booked out power and specify the price in $/MW-month if the product is capacity.
68
69
Total Transmission Charge

Number with up to 2 decimals
Payments received for transmission services when explicitly identified.
69
70
Total Transaction Charge

Number with up to 2 decimals
Transaction Quantity (Field 64) times Price (Field 65) plus Total Transmission Charge (Field 69).


EQR Data Dictionary
Index Reporting Data
Field #
Field
Required
Value
Definition
Old
New




70
71
Filer Unique Identifier

FS# (where “#” is an integer)
The “FS” seller number from the ID Data table corresponding to the index reporting company.
71
72
Seller Company Name

Unrestricted text (100 characters)
The name of the company that is authorized to make sales as indicated in the company’s FERC tariff(s).  This name must match the name provided as a Seller's “Company Name” in Field Number 2 of the ID Data (Seller Data).
72
73
Index Price Publisher(s) To Which Sales Transactions Have Been Reported

If "Yes" is selected for Field 13, see Index Price Publisher, Appendix G.
The index price publisher(s) to which sales transactions have been reported.
73
74
Transactions Reported

Unrestricted text (100 characters)
Description of the types of transactions reported to the index publisher identified in this record.

EQR Data Dictionary
e-Tag Data
Field #
Field
Required
Value
Definition
Old
New




74
75
e-Tag ID
If an e-Tag ID was used to schedule the EQR transaction
Unrestricted text (30 Characters)
The e-Tag ID contains: The Source Balancing Authority where the generation is located; The Purchasing-Selling Balancing Authority Entity Code; the e-Tag Code; and the Sink Balancing Authority.   
75
76
e-Tag Begin Date
If an e-Tag ID was used to schedule the EQR transaction
YYYYMMDD (csv import)
MMDDYYYY (manual entry)
The first date the transaction is scheduled using the e-Tag ID reported in Field Number 75.  Begin Date must not be before the Transaction Begin Date specified in Field Number 51 and must be reported in the same time zone specified in Field Number 56.
76
77
e-Tag End Date
If an e-Tag ID was used to schedule the EQR transaction
YYYYMMDD (csv import)
MMDDYYYY (manual entry)
The last date the transaction is scheduled using the e-Tag ID reported in Field Number 75.  End Date must not be after the Transaction End Date specified in Field Number 52 and must be reported in the same time zone specified in Field Number 56.
77
78
Transaction Unique Identifier
If an e-Tag ID was used to schedule the EQR transaction
Unrestricted text (24 Characters)
Unique reference number assigned by the seller for each transaction that must be the same as reported in Field Number 50.


EQR Data Dictionary
Appendix A. Product Names
Product Name
Contract Product
Transaction Product
Definition
BLACK START SERVICE


Service available after a system -wide blackout where a generator participates in system restoration activities without the availability of an outside electric supply (Ancillary Service).
BOOKED OUT POWER                                  


Energy or capacity contractually committed bilaterally for delivery but not actually delivered due to some offsetting or countervailing trade (Transaction only).
CAPACITY                                          


A quantity of demand that is charged on a $/KW or $/MW basis.
CUSTOMER CHARGE                                   


Fixed contractual charges assessed on a per customer basis that could include billing service.
DIRECT ASSIGNMENT FACILITIES CHARGE               


Charges for facilities or portions of facilities that are constructed or used for the sole use/benefit of a particular customer.
EMERGENCY ENERGY                                  


Contractual provisions to supply energy or capacity to another entity during critical situations.
ENERGY                                            


A quantity of electricity that is sold or transmitted over a period of time.
ENERGY IMBALANCE                                  


Service provided when a difference occurs between the scheduled and the actual delivery of energy to a load obligation (Ancillary Service). For Contracts,
reported if the contract provides for sale of the product. For Transactions, sales
by third-party providers (i.e., non-transmission function) are reported.
EXCHANGE                                       


Transaction whereby the receiver accepts delivery of energy for a supplier's account and returns energy at times, rates, and in amounts as mutually agreed if the receiver is not an RTO/ISO.
FUEL CHARGE                                       


Charge based on the cost or amount of fuel used for generation.
GENERATOR IMBALANCE


Service provided when a difference occurs between the output of a generator
located in the Transmission Provider’s Control Area and a delivery schedule from
that generator to (1) another Control Area or (2) a load within the Transmission
Provider’s Control Area over a single hour (Ancillary Service). For Contracts, reported if the contract provides for sale of the product. For Transactions, sales by third-party providers (i.e., non-transmission function) are reported.
GRANDFATHERED BUNDLED                             


Services provided for bundled transmission, ancillary services and energy under contracts effective prior to Order No. 888's OATTs.
INTERCONNECTION AGREEMENT                         


Contract that provides the terms and conditions for a generator, distribution system owner, transmission owner, transmission provider, or transmission system to physically connect to a transmission system or distribution system.
MEMBERSHIP AGREEMENT                              


Agreement to participate and be subject to rules of a system operator.
MUST RUN  AGREEMENT                                      


An agreement that requires a unit to run.
NEGOTIATED-RATE TRANSMISSION


Transmission performed under a negotiated rate contract (applies only to merchant transmission companies).
NETWORK                                           


Transmission service under contract providing network service.
NETWORK OPERATING AGREEMENT                       


An executed agreement that contains the terms and conditions under which a network customer operates its facilities and the technical and operational matters associated with the implementation of network integration transmission service.
OTHER                                             


Product name not otherwise included.
POINT-TO-POINT AGREEMENT                                   


Transmission service under contract between specified Points of Receipt and Delivery.
REACTIVE SUPPLY & VOLTAGE CONTROL                 


Production or absorption of reactive power to maintain voltage levels on transmission systems (Ancillary Service).
REAL POWER TRANSMISSION LOSS                      


The loss of energy, resulting from transporting power over a transmission system.
REASSIGNMENT AGREEMENT


Transmission capacity reassignment agreement.
REGULATION & FREQUENCY RESPONSE                   


Service providing for continuous balancing of resources (generation and interchange) with load, and for maintaining scheduled interconnection frequency by committing on-line generation where output is raised or lowered and by other non-generation resources capable of providing this service as necessary to follow the moment-by-moment changes in load (Ancillary Service). For Contracts, reported if the contract provides for sale of the product. For Transactions, sales by third-party providers (i.e., non-transmission function) are reported.
REQUIREMENTS SERVICE


Firm, load-following power supply necessary to serve a specified share of customer's aggregate load during the term of the agreement. Requirements service may include some or all of the energy, capacity and ancillary service products. (If the components of the requirements service are priced separately, they should be reported separately in the transactions tab.)
SCHEDULE SYSTEM CONTROL & DISPATCH                


Scheduling, confirming and implementing an interchange schedule with other Balancing Authorities, including intermediary Balancing Authorities providing transmission service, and ensuring operational security during the interchange transaction (Ancillary Service).
SPINNING RESERVE                                  


Unloaded synchronized generating capacity that is immediately responsive to system frequency and that is capable of being loaded in a short time period or non-generation resources capable of providing this service (Ancillary Service). For Contracts, reported if the contract provides for sale of the product. For Transactions, sales by third-party providers (i.e., non-transmission function) are reported.
SUPPLEMENTAL RESERVE                              


Service needed to serve load in the event of a system contingency, available with greater delay than SPINNING RESERVE.  This service may be provided by generating units that are on-line but unloaded, by quick-start generation, or by interruptible load or other non-generation resources capable of providing this service (Ancillary Service). For Contracts, reported if the contract provides for sale of the product. For Transactions, sales by third-party providers (i.e., non-transmission function) are reported.
SYSTEM OPERATING AGREEMENTS                       


An executed agreement that contains the terms and conditions under which a system or network customer shall operate its facilities and the technical and operational matters associated with the implementation of network.
TOLLING ENERGY


Energy sold from a plant whereby the buyer provides fuel to a generator (seller) and receives power in return for pre-established fees.
TRANSMISSION OWNERS AGREEMENT                     


The agreement that establishes the terms and conditions under which a transmission owner transfers operational control over designated transmission facilities.
UPLIFT


A make-whole payment by an RTO/ISO to a utility.


EQR Data Dictionary
Appendix B. Balancing Authority
Balancing Authority
Abbreviation
Outside US*
AESC, LLC - Wheatland CIN
AEWC

Alabama Electric Cooperative, Inc.
AEC

Alberta Electric System Operator
AESO

Alliant Energy Corporate Services, LLC - East
ALTE

Alliant Energy Corporate Services, LLC- West
ALTW

Ameren Transmission. Illinois
AMIL

Ameren Transmission. Missouri
AMMO

American Transmission Systems, Inc.
FE

Aquila Networks – Kansas
WPEK

Aquila Networks - Missouri Public Service
MPS

Aquila Networks - West Plains Dispatch
WPEC

Arizona Public Service Company
AZPS

Associated Electric Cooperative, Inc.
AECI

Avista Corp.
AVA

Batesville Balancing Authority
BBA

BC Hydro T & D - Grid Operations
BCHA

Big Rivers Electric Corp.
BREC

Board of Public Utilities
KACY

Bonneville Power Administration Transmission
BPAT

British Columbia Transmission Corporation
BCTC

California Independent System Operator
CISO

Carolina Power & Light Company - CPLW
CPLW

Carolina Power and Light Company - East
CPLE

Central and Southwest
CSWS

Chelan County PUD
CHPD

Cinergy Corporation
CIN

City of Homestead
HST

City of Independence P&L Dept.
INDN

City of Tallahassee
TAL

City Water Light & Power
CWLP

City Utilities of Springfield
SPRM

Cleco Power LLC
CLEC

Columbia Water & Light
CWLD

Comision Federal de Electricidad
CFE

Comision Federal de Electricidad
CFEN

Constellation Energy Control and Dispatch
GRIF

Constellation Energy Control and Dispatch - Arkansas
PUPP

Constellation Energy Control and Dispatch - City of Benton, AR
BUBA

Constellation Energy Control and Dispatch - City of Ruston, LA
DERS

Constellation Energy Control and Dispatch - Conway, Arkansas
CNWY

Constellation Energy Control and Dispatch - Gila River
GRMA

Constellation Energy Control and Dispatch - Glacier Wind Energy
GWA

Constellation Energy Control and Dispatch - Harquehala
HGMA

Constellation Energy Control and Dispatch - North Little Rock, AK
DENL

Constellation Energy Control and Dispatch - Osceola Municipal Light
OMLP

Constellation Energy Control and Dispatch - Plum Point
PLUM

Constellation Energy Control and Dispatch – Red Mesa
REDM

Constellation Energy Control and Dispatch - West Memphis, Arkansas
WMUC

Dairyland Power Cooperative
DPC

DECA, LLC - Arlington Valley
DEAA

Duke Energy Corporation
DUK

East Kentucky Power Cooperative, Inc.
EKPC

El Paso Electric
EPE

Electric Energy, Inc.
EEI

Empire District Electric Co., The
EDE

Entergy
EES

ERCOT ISO
ERCO

Florida Municipal Power Pool
FMPP

Florida Power & Light
FPL

Florida Power Corporation
FPC

Gainesville Regional Utilities
GVL

Grand River Dam Authority
GRDA

Grant County PUD No.2
GCPD

Great River Energy
GRE

Great River Energy
GREC

Great River Energy
GREN

Great River Energy
GRES

GridAmerica
GA

Hoosier Energy
HE

Hydro-Quebec, TransEnergie
HQT

Idaho Power Company
IPCO

Imperial Irrigation District
IID

Indianapolis Power & Light Company
IPL

ISO New England Inc.
ISNE

JEA
JEA

Kansas City Power & Light, Co
KCPL

Lafayette Utilities System
LAFA

LG&E Energy Transmission Services
LGEE

Lincoln Electric System
LES

Los Angeles Department of Water and Power
LDWP

Louisiana Energy & Power Authority
LEPA

Louisiana Generating, LLC
LAGN

Louisiana Generating, LLC - City of Conway
CWAY

Louisiana Generating, LLC - City of West Memphis
WMU

Louisiana Generating, LLC - North Little Rock
NLR

Madison Gas and Electric Company
MGE

Manitoba Hydro Electric Board, Transmission Services
MHEB

Michigan Electric Coordinated System
MECS

Michigan Electric Coordinated System - CONS
CONS

Michigan Electric Coordinated System - DECO
DECO

MidAmerican Energy Company
MEC

Midwest ISO
MISO

Minnesota Power, Inc.
MP

Montana-Dakota Utilities Co.
MDU

Muscatine Power and Water
MPW

Nebraska Public Power District
NPPD

Nevada Power Company
NEVP

New Brunswick System Operator
NBSO

New Horizons Electric Cooperative
NHC1

New York Independent System Operator
NYIS

Northern Indiana Public Service Company
NIPS

Northern States Power Company
NSP

NorthWestern Energy
NWMT

Ohio Valley Electric Corporation
OVEC

Oklahoma Gas and Electric
OKGE

Ontario - Independent Electricity System Operator
ONT

OPPD CA/TP
OPPD

Otter Tail Power Company
OTP

P.U.D. No. 1 of Douglas County
DOPD

PacifiCorp-East
PACE

PacifiCorp-West
PACW

PJM Interconnection
PJM

Portland General Electric
PGE

Public Service Company of Colorado
PSCO

Public Service Company of New Mexico
PNM

Puget Sound Energy Transmission
PSEI

Reedy Creek Improvement District
RC

Sacramento Municipal Utility District
SMUD

Salt River Project
SRP

Santee Cooper
SC

SaskPower Grid Control Centre
SPC

Seattle City Light
SCL

Seminole Electric Cooperative
SEC

Sierra Pacific Power Co. - Transmission
SPPC

South Carolina Electric & Gas Company
SCEG

South Mississippi Electric Power Association
SME

South Mississippi Electric Power Association
SMEE

Southeastern Power Administration - Hartwell
SEHA

Southeastern Power Administration - Russell
SERU

Southeastern Power Administration - Thurmond
SETH

Southern Company Services, Inc.
SOCO

Southern Illinois Power Cooperative
SIPC

Southern Indiana Gas & Electric Co.
SIGE

Southern Minnesota Municipal Power Agency
SMP

Southwest Power Pool
SWPP

Southwestern Power Administration
SPA

Southwestern Public Service Company
SPS

Sunflower Electric Power Corporation
SECI

Tacoma Power
TPWR

Tampa Electric Company
TEC

Tennessee Valley Authority ESO
TVA

Trading Hub
HUB

TRANSLink Management Company
TLKN

Tucson Electric Power Company
TEPC

Turlock Irrigation District
TIDC

Upper Peninsula Power Co.
UPPC

Utilities Commission, City of New Smyrna Beach
NSB

Westar Energy - MoPEP Cities
MOWR

Western Area Power Administration - Colorado-Missouri
WACM

Western Area Power Administration - Lower Colorado
WALC

Western Area Power Administration - Upper Great Plains East
WAUE

Western Area Power Administration - Upper Great Plains West
WAUW

Western Farmers Electric Cooperative
WFEC

Western Resources dba Westar Energy
WR

Wisconsin Energy Corporation
WEC

Wisconsin Public Service Corporation
WPS

Yadkin, Inc.
YAD

* Balancing authorities outside the United States may only be used in the Contract Data section to identify specified receipt/delivery points in jurisdictional transmission contracts.

EQR Data Dictionary
Appendix C. Hub

HUB
Definition
ADHUB   
The aggregated Locational Marginal Price (“LMP”) nodes defined by PJM Interconnection, LLC as the AEP/Dayton Hub.
AEPGenHub
The aggregated Locational Marginal Price (“LMP”) nodes defined by PJM Interconnection, LLC as the AEPGenHub.
COB   
The set of delivery points along the California-Oregon commonly identified as and agreed to by the counterparties to constitute the COB Hub.
Cinergy (into)   
The set of delivery points commonly identified as and agreed to by the counterparties to constitute delivery into the Cinergy balancing authority.
Cinergy Hub (MISO)  
The aggregated Elemental Pricing nodes ("Epnodes") defined by the Midwest Independent Transmission System Operator, Inc., as Cinergy Hub (MISO).
Entergy (into)   
The set of delivery points commonly identified as and agreed to by the counterparties to constitute delivery into the Entergy balancing authority.
FE Hub
The aggregated Elemental Pricing nodes ("Epnodes") defined by the Midwest Independent Transmission System Operator, Inc., as FE Hub (MISO).
Four Corners   
The set of delivery points at the Four Corners power plant commonly identified as and agreed to by the counterparties to constitute the Four Corners Hub.
Illinois Hub (MISO)  
The aggregated Elemental Pricing nodes ("Epnodes") defined by the Midwest Independent Transmission System Operator, Inc., as Illinois Hub (MISO).
Mead   
The set of delivery points at or near Hoover Dam commonly identified as and agreed to by the counterparties to constitute the Mead Hub.
Michigan Hub (MISO)  
The aggregated Elemental Pricing nodes ("Epnodes") defined by the Midwest Independent Transmission System Operator, Inc., as Michigan Hub (MISO).
Mid-Columbia (Mid-C)  
The set of delivery points along the Columbia River commonly identified as and agreed to by the counterparties to constitute the Mid-Columbia Hub.
Minnesota Hub (MISO)  
The aggregated Elemental Pricing nodes ("Epnodes") defined by the Midwest Independent Transmission System Operator, Inc., as Minnesota Hub (MISO).
NEPOOL (Mass Hub)   
The aggregated Locational Marginal Price (“LMP”) nodes defined by ISO New England Inc., as Mass Hub.
NIHUB   
The aggregated Locational Marginal Price (“LMP”) nodes defined by PJM Interconnection, LLC as the Northern Illinois Hub.
NOB   
The set of delivery points along the Nevada-Oregon border commonly identified as and agreed to by the counterparties to constitute the NOB Hub. 
NP15   
The set of delivery points north of Path 15 on the California transmission grid commonly identified as and agreed to by the counterparties to constitute the NP15 Hub.
NWMT   
The set of delivery points commonly identified as and agreed to by the counterparties to constitute delivery into the Northwestern Energy Montana balancing authority.
PJM East Hub   
The aggregated Locational Marginal Price nodes (“LMP”) defined by PJM Interconnection, LLC as the PJM East Hub. 
PJM South Hub
The aggregated Locational Marginal Price (“LMP”) nodes defined by PJM Interconnection, LLC as the PJM South Hub.
PJM West Hub   
The aggregated Locational Marginal Price (“LMP”) nodes defined by PJM Interconnection, LLC as the PJM Western Hub.
Palo Verde   
The switch yard at the Palo Verde nuclear power station west of Phoenix in Arizona.  Palo Verde Hub includes the Hassayampa switchyard 2 miles south of Palo Verde.
SOCO (into)   
The set of delivery points commonly identified as and agreed to by the counterparties to constitute delivery into the Southern Company balancing authority.
SP15   
The set of delivery points south of Path 15 on the California transmission grid commonly identified as and agreed to by the counterparties to constitute the SP15 Hub.
TVA (into)   
The set of delivery points commonly identified as and agreed to by the counterparties to constitute delivery into the Tennessee Valley Authority balancing authority.
ZP26   
The set of delivery points associated with Path 26 on the California transmission grid commonly identified as and agreed to by the counterparties to constitute the ZP26 Hub.

EQR Data Dictionary
Appendix D. Time Zone
Time Zone
Definition
AD
Atlantic Daylight
AP
Atlantic Prevailing
AS
Atlantic Standard
CD
Central Daylight
CP
Central Prevailing
CS
Central Standard
ED
Eastern Daylight
EP
Eastern Prevailing
ES
Eastern Standard
MD
Mountain Daylight
MP
Mountain Prevailing
MS
Mountain Standard
NA
Not Applicable
PD
Pacific Daylight
PP
Pacific Prevailing
PS
Pacific Standard
UT
Universal Time



EQR Data Dictionary
Appendix E. Units
Units
Definition
KV
Kilovolt
KVA
Kilovolt Amperes
KVR
Kilovar
KW
Kilowatt
KWH
Kilowatt Hour
KW-DAY
Kilowatt Day
KW-MO
Kilowatt Month
KW-WK
Kilowatt Week
KW-YR
Kilowatt Year
MVAR-YR
Megavar Year
MW
Megawatt
MWH
Megawatt Hour
MW-DAY
Megawatt Day
MW-MO
Megawatt Month
MW-WK
Megawatt Week
MW-YR
Megawatt Year
RKVA
Reactive Kilovolt Amperes
FLAT RATE
 Flat Rate

EQR Data Dictionary
Appendix F. Rate Units
Rate Units
Definition
$/KV
dollars per kilovolt
$/KVA
dollars per kilovolt amperes
$/KVR
dollars per kilovar
$/KW
dollars per kilowatt
$/KWH
dollars per kilowatt hour
$/KW-DAY
dollars per kilowatt day
$/KW-MO
dollars per kilowatt month
$/KW-WK
dollars per kilowatt week
$/KW-YR
dollars per kilowatt year
$/MW
dollars per megawatt
$/MWH
dollars per megawatt hour
$/MW-DAY
dollars per megawatt day
$/MW-MO
dollars per megawatt month
$/MW-WK
dollars per megawatt week
$/MW-YR
dollars per megawatt year
$/MVAR-YR
dollars per megavar year
$/RKVA
dollars per reactive kilovar amperes
CENTS
cents
CENTS/KVR
cents per kilovolt amperes
CENTS/KWH
cents per kilowatt hour
FLAT RATE
rate not specified in any other units


EQR Data Dictionary
Appendix G. Index Price Publisher
Index Price Publisher Abbreviation
Index Price Publisher
AM
Argus Media
EIG
Energy Intelligence Group, Inc.
IP
Intelligence Press
P
Platts
B
Bloomberg
DJ
Dow Jones
Pdx
Powerdex
SNL
SNL Energy




EQR Data Dictionary
Appendix H. Exchange/Broker Services
Exchange/Brokerage Service
Definition
BROKER
A broker was used to consummate or effectuate the transaction. 
ICE
Intercontinental Exchange
NYMEX
New York Mercantile Exchange