Electric Quarterly Report [including formerly separate IC on time zone info.]

FERC-920 (Electric Quarterly Report (EQR))

EQR Data_Dictionary_V3_5_Clean_11-23-2020

Electric Quarterly Report [including formerly separate IC on time zone info.]

OMB: 1902-0255

Document [pdf]
Download: pdf | pdf
Electric Quarterly Report Data Dictionary
Version 3.5
(Issued November 23, 2020)
to be used beginning with EQR filings for Q1 2021

EQR Data Dictionary
ID Data
Field #

Field

Required

Value

1

Filer Unique
Identifier

✓

FS# (where “#” is an integer)

1

Filer Unique
Identifier

✓

FA1

2

Company Name

✓

Unrestricted text (100
characters)

2

Company Name

✓

Unrestricted text (100
characters)
A 6-digit integer preceded by
the letter “C” (or in case of
Agent, it may be a 6-digit
integer preceded by the letter
“D”)
“FirstName LastName” or
“FirstName MiddleInitial
LastName” or “FirstName
MiddleName LastName” (50
characters)
“FirstName LastName” or
“FirstName MiddleInitial
LastName” or “FirstName
MiddleName LastName” (50
characters)
Unrestricted text (50
characters)
Unrestricted text
Unrestricted text (30
characters)

Definition
(Seller) – An identifier (e.g., “FS1”, “FS2”) used to designate a record
containing Seller identification information. One record for each seller
company must be included in an EQR for a given quarter.
(Agent) – An identifier (i.e., “FA1”) used to designate a record
containing Agent identification information. One record with the FA1
identifier must be included in an EQR for a given quarter.
(Seller) – The name of the company that is authorized to make sales as
indicated in the company’s FERC tariff(s) or that is required to file the
EQR under section 220 of the Federal Power Act.
(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.
(Seller) – The Company Identifier (CID) obtained through the
Commission’s Company Registration system.
(Agent) – The CID or Delegate Identifier (DID) obtained through the
Commission’s Company Registration system.

3

Company Identifier

✓

4

Contact Name

✓

4

Contact Name

✓

5

Contact Title

✓

6

Contact Address

✓

7

Contact City

✓

8

Contact State

✓

Unrestricted text (2 characters)

Two character state or province abbreviation for the contact identified in
Field Number 4.

9

Contact Zip

✓

Unrestricted text (10
characters)

Zip code for the contact identified in Field Number 4.

-1-

(Seller) – The name of the contact for the company authorized to make
sales as indicated in the company’s FERC tariff(s) or that is required to
file the EQR under section 220 of the Federal Power Act.

(Agent) – Name of the person who prepared the filing

Title of contact identified in Field Number 4.
Street address for contact identified in Field Number 4.
City for the contact identified in Field Number 4.

EQR Data Dictionary
ID Data
Field #

Field

Required

10

Contact Country
Name

✓

11

Contact Phone

✓

12

Contact E-Mail

✓

13

Transactions
Reported to Index
Price Publisher(s)

✓

14

Filing Quarter

✓

Value
CA - Canada
MX - Mexico
US – United States
UK – United Kingdom
(2 characters)
Unrestricted text (20
characters)
Unrestricted text
(200 characters)
Y – Yes
N – No
(1 character)

Definition
Country (USA, Canada, Mexico, or United Kingdom) for contact
address identified in Field Number 4.

Phone number of contact identified in Field Number 4.
E-mail address of contact identified in Field Number 4.
Sellers should indicate whether they have reported their sales
transactions to index price publisher(s). If they have, Sellers should
indicate specifically which index publisher(s) in Field Number 73.
A six digit reference number used by the EQR system to indicate the
quarter and year of the filing. 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).

YYYYMM

-2-

EQR Data Dictionary
Contract Data
Field #

Field

Required

15

Contract Unique ID

✓

Value
An integer preceded by the
letter “C” (only used when
importing contract data)

16

Seller Company
Name

✓

Unrestricted text (100
characters)

17

Customer Company
Name

✓

Unrestricted text
(70 characters)

18

Contract Affiliate

✓

Y (Yes)
N (No)
(1 character)

19

FERC Tariff
Reference

✓

Unrestricted text (60
characters)

20

Contract Service
Agreement ID

✓

Unrestricted text (30
characters)

21

Contract Execution
Date

✓

YYYYMMDD

Definition
An identifier beginning with the letter “C” and followed by a number
(e.g., “C1”, “C2”) used to designate a record containing contract
information.
The name of the company that is authorized to make sales as indicated
in the company’s FERC tariff(s) or that is required to file the EQR
under section 220 of the Federal Power Act. This name must match the
name provided as a Seller’s “Company Name” in Field Number 2 of the
ID Data (Seller Data).
The name of the purchaser of contract products and services.
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.
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. If a non-public utility does not have a
FERC Tariff Reference, it should enter “NPU” for the FERC Tariff
Reference.
Unique identifier given to each service agreement that can be used by
the Seller 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.
The date the contract was signed. If the parties signed on different dates,
use the most recent date signed.

-3-

EQR Data Dictionary
Contract Data
Field #

22

Field

Commencement
Date of Contract
Terms

Required

✓

Value

Definition
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.

YYYYMMDD

23

Contract
Termination Date

24

Actual Termination
Date

25

Extension Provision
Description

26

Class Name

If specified in
the contract.
If not specified
in the contract,
field should
remain blank.
If contract
terminated.
If contract has
not terminated,
field should
remain blank.
✓
If not specified
in contract,
enter None or
N/A.
✓

26

Class Name

✓

F - Firm

26

Class Name

✓

NF - Non-firm

YYYYMMDD

The date that the contract expires.

YYYYMMDD

The date the contract actually terminates.

Unrestricted text

Description of terms that provide for the continuation of the contract.

---

See definitions of each class name below.
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.
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.

-4-

EQR Data Dictionary
Contract Data
Field #

Field

Required

Value

Definition
Designates a dedicated sale of energy and capacity from one or more
than one specified generation unit(s).
To be used only when the other available Class Names do not apply.

26

Class Name

✓

UP - Unit Power Sale

26

Class Name

✓

27

Term Name

✓

28

Increment Name

✓

N/A - Not Applicable
LT - Long Term
ST - Short Term
N/A - Not Applicable
---

28

Increment Name

✓

5 - Five-Minute

28

Increment Name

✓

15 - Fifteen-Minute

28

Increment Name

✓

H - Hourly

28

Increment Name

✓

D - Daily

28

Increment Name

✓

W - Weekly

28

Increment Name

✓

M - Monthly

28

Increment Name

✓

Y - Yearly

28

✓

N/A - Not Applicable

✓

---

See definitions for each increment peaking name below.

✓

FP - Full Period

✓

OP - Off-Peak

✓

P - Peak

✓

N/A - Not Applicable

30

Increment Name
Increment Peaking
Name
Increment Peaking
Name
Increment Peaking
Name
Increment Peaking
Name
Increment Peaking
Name
Product Type Name

See definitions for each increment below.
Terms of the contract (if specifically noted in the contract) set for more
than 0 minutes and less than or equal to 5 minutes (> 0 and ≤ 5 minutes).
Terms of the contract (if specifically noted in the contract) set for more
than 5 minutes and less than or equal to 15 minutes (> 5 and ≤ 15
minutes).
Terms of the contract (if specifically noted in the contract) set for more
than 15 minutes and less than or equal to 6 hours (> 15 minutes and ≤ 6
hours).
Terms of the contract (if specifically noted in the contract) set for more
than 6 and up to 60 hours (> 6 and ≤ 60 hours).
Terms of the contract (if specifically noted in the contract) set for over
60 hours and up to 168 hours (> 60 and ≤ 168 hours).
Terms of the contract (if specifically noted in the contract) set for more
than 168 hours up to, but not including, one year (> 168 hours and < 1
year).
Terms of the contract (if specifically noted in the contract) set for one
year or more (≥ 1 year).
Terms of the contract do not specify an increment.

✓

---

30

Product Type Name

✓

CB – Cost Based

29
29
29
29
29

Contracts with durations of one year or greater are long-term. Contracts
with shorter durations are short-term.

The product described may be sold during those hours designated as onpeak and off-peak at the point of delivery.
The product described may be sold only during those hours designated
as off-peak at the point of delivery.
The product described may be sold only during those hours designated
as on-peak at the point of delivery.
To be used only when the increment peaking name is not specified in
the contract.
See definitions for each product type below.
Energy, capacity or ancillary services sold under a FERC-approved costbased rate tariff.

-5-

EQR Data Dictionary
Contract Data
Field #

Field

Required

Value

30

Product Type Name

✓

CR - Capacity Reassignment

30

Product Type Name

✓

CR-AD - Capacity Reassignment

30

Product Type Name

✓

CR-AP - Capacity Reassignment

30
30
30
30
30

Product Type Name
Product Type Name
Product Type Name
Product Type Name
Product Type Name

✓
✓
✓
✓
✓

CR-AS - Capacity Reassignment
CR-CD - Capacity Reassignment
CR-CP - Capacity Reassignment
CR-CS - Capacity Reassignment
CR-ED - Capacity Reassignment

30

Product Type Name

✓

CR-EP - Capacity Reassignment

30

Product Type Name

✓

CR-ES - Capacity Reassignment

30

Product Type Name

✓

CR-MD - Capacity Reassignment

30

Product Type Name

✓

CR-MP – Capacity Reassignment

30

Product Type Name

✓

CR-MS - Capacity Reassignment

30
30
30

Product Type Name
Product Type Name
Product Type Name

✓
✓
✓

CR-PD - Capacity Reassignment
CR-PP - Capacity Reassignment
CR-PS - Capacity Reassignment

30

Product Type Name

✓

MB – Market Based

30

Product Type Name

✓

T - Transmission

30

Product Type Name

✓

NPU – Non-Public Utility

30

Product Type Name

✓

31

Product Name

✓

Other
See Product Name Table,
Appendix A.

32

Quantity

If specified in
the contract.
If not specified
in the contract,
field should
remain blank.

Number with up to 4 decimals

-6-

Definition
An agreement under which a transmission provider sells, assigns or
transfers all or portion of its rights to an eligible customer.
Transmission capacity reassignments reported in Atlantic Daylight
time.
Transmission capacity reassignments reported in Atlantic Prevailing
time.
Transmission capacity reassignments reported in Atlantic Standard time.
Transmission capacity reassignments reported in Central Daylight time.
Transmission capacity reassignments reported in Central Prevailing time.
Transmission capacity reassignments reported in Central Standard time.
Transmission capacity reassignments reported in Eastern Daylight time.
Transmission capacity reassignments reported in Eastern Prevailing
time.
Transmission capacity reassignments reported in Eastern Standard time.
Transmission capacity reassignments reported in Mountain Daylight
time.
Transmission capacity reassignments reported in Mountain Prevailing
time.
Transmission capacity reassignments reported in Mountain Standard
time.
Transmission capacity reassignments reported in Pacific Daylight time.
Transmission capacity reassignments reported in Pacific Prevailing time.
Transmission capacity reassignments reported in Pacific Standard time.
Energy, capacity or ancillary services sold under the seller’s
FERC-approved market-based rate tariff.
The product is sold under a FERC-approved transmission tariff.
The product is sold by a non-public utility that is required to file the
EQR under section 220 of the Federal Power Act.
The product cannot be characterized by the other product type names.
Description of product being offered.

Quantity for the contract product identified.

EQR Data Dictionary
Contract Data
Field #

Field

33

Units

34

Rate

35

Rate Minimum

36

Rate Maximum

Required
If specified in
the contract.
If not specified
in the contract,
field should
remain blank.
One of four
rate fields (34,
35, 36, or 37)
must be
included.
If not specified
in the contract,
field should
remain blank.
One of four
rate fields (34,
35, 36, or 37)
must be
included.
If not specified
in the contract,
field should
remain blank.
One of four
rate fields (34,
35, 36, or 37)
must be
included.
If not specified
in the contract,
field should
remain blank.

Value

Definition

See Units Table, Appendix E.

Measure stated in the contract for the product sold.

Number with up to 4 decimals

The charge for the product per unit as stated in the contract.

Number with up to 4 decimals

Minimum rate to be charged per the contract, if a range is
specified.

Number with up to 4 decimals

Maximum rate to be charged per the contract, if a range is
specified.

-7-

EQR Data Dictionary
Contract Data
Field #

Field

37

Rate Description

38

Rate Units

39

40

41

Point of Receipt
Balancing
Authority(PORBA)

Point of Receipt
Specific Location
(PORSL)

Point of Delivery
Balancing
Authority(PODBA)

Required

One of four
rate fields (34,
35, 36, or 37)
must be
included

If specified in
the contract
If specified in
the contract.
If not specified
in the contract,
this field
should remain
blank.
If specified in
the contract.
If not specified
in the contract,
this field
should remain
blank.
If specified in
the contract.
If not specified
in the contract,
field should
remain blank.

Value

Definition
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 300 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.

Unrestricted text
(up to 300 characters)

See Rate Units Table,
Appendix F.

Measure stated in the contract for the product sold.

See the EQR website at
www.ferc.gov.

The registered 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, the term “Hub”
should be used.

Unrestricted text (50
characters).
If “HUB” is selected for
PORBA, see the EQR website
at www.ferc.gov.

See the EQR website at
www.ferc.gov.

-8-

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.
The registered 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, the term “Hub” should be used.

EQR Data Dictionary
Contract Data
Field #

42

Field
Point of Delivery
Specific Location
(PODSL)

43

Begin Date

44

End Date

Required
If specified in
the contract.
If not specified
in the contract,
field should
remain blank.
If specified in
the contract.
If not specified
in the contract,
field should
remain blank.
If specified in
the contract.
If not specified
in the contract,
field should
remain blank.

Value
Unrestricted text (50
characters).

Definition

If “HUB” is selected for
PODBA, see the EQR website
at www.ferc.gov.

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.

YYYYMMDDHHMM

First date and time for the sale of the product at the rate specified.

YYYYMMDDHHMM

Last date and time for the sale of the product at the rate specified.

-9-

EQR Data Dictionary
Transaction Data
Field #

Field

Required

Value

45

Transaction Unique
ID

✓

An integer preceded by the
letter “T” (only used when
importing transaction data)

46

Seller Company
Name

✓

Unrestricted text (100
characters)

47

Customer Company
Name

✓

Unrestricted text (70
characters)

Definition
An identifier beginning with the letter “T” and followed by a number
(e.g., “T1”, “T2”) used to designate a record containing transaction
information. One record for each transaction record must be included in
an EQR for a given quarter. A new transaction record must be used
every time a price changes in a sale.
The name of the company that is authorized to make sales as indicated
in the company’s FERC tariff(s) or that is required to file the EQR
under section 220 of the Federal Power Act. This name must match the
name provided as a Seller’s “Company Name” in Field 2 of the ID Data
(Seller Data).
The name of the purchaser of contract products and services.
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. If a non-public utility does not have a
FERC Tariff Reference, it should enter “NPU” for the FERC Tariff
Reference.
Unique identifier given to each service agreement that can be used by
the Seller 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.

48

FERC Tariff
Reference

✓

Unrestricted text (60
characters)

49

Contract Service
Agreement ID

✓

Unrestricted text (30
characters)

Transaction Unique
Identifier
Transaction Begin
Date
Transaction End
Date

✓

Unrestricted text (24
characters)

Unique reference number assigned by the Seller for each transaction.

✓

YYYYMMDDHHMM

First date and time the product is sold during the quarter.

✓

YYYYMMDDHHMM

Last date and time the product is sold during the quarter.

53

Trade Date

✓

YYYYMMDD

54

Exchange/Brokerage
Service

55

Type of Rate

50
51
52

See Exchange/Brokerage
Service Table, Appendix H.
✓

---

- 10 -

The date upon which the parties made the legally binding agreement on
the price of a transaction.
If a broker service is used to consummate or effectuate a transaction, the
term “Broker” shall be provided. If an exchange is used, the specific
exchange that is used shall be selected from the Commission-provided
list.
See type of rate definitions below.

EQR Data Dictionary
Transaction Data
Field #

Field

Required

Value

Definition
A fixed charge per unit of consumption. No variables are used to
determine this rate.
A calculation of a rate based upon a formula that does not contain an
electric index component.
A calculation of a rate based upon an index or a formula that contains
an electric index component. An electric index includes an index
published by an index publisher such as those required to be listed in
Field Number 73 or a price published by an RTO/ISO (e.g., PJM West
or Illinois Hub).
If the price is the result of an RTO/ISO market or the sale is made to the
RTO/ISO.

55

Type of Rate

✓

Fixed

55

Type of Rate

✓

Formula

55

Type of Rate

✓

Electric Index

55

Type of Rate

✓

RTO/ISO

56

Time Zone

✓

See Time Zone Table,
Appendix D.

The time zone in which the sale was made.

57

Point of Delivery
Balancing Authority
(PODBA)

✓

See the EQR website at
www.ferc.gov.

The registered Balancing Authority (formerly called NERC Control
Area) abbreviation used in OASIS applications.

58

Point of Delivery
Specific Location
(PODSL)

✓

59
59

Class Name
Class Name

✓
✓

Unrestricted text (50
characters). If “HUB” is
selected for PODBA, see the
EQR website at www.ferc.gov.
--F - Firm

59

Class Name

✓

NF - Non-firm

59

Class Name

✓

UP - Unit Power Sale

59

Class Name

✓

BA - Billing Adjustment

59

Class Name

✓

60

Term Name

✓

61

Increment Name

✓

N/A - Not Applicable
LT - Long Term
ST - Short Term
N/A - Not Applicable
---

61

Increment Name

✓

5 - Five-Minute

The specific location at which the product is delivered. If receipt occurs
at a trading hub, a standardized hub name must be used.
See class name definitions below.
A sale, service or product that is not interruptible for economic reasons.
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.
Designates a dedicated sale of energy and capacity from one or more
than one specified generation unit(s).
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.
To be used only when the other available class names do not apply.
Power sales transactions with durations of one year or greater are longterm. Transactions with shorter durations are short-term.
See increment name definitions below.
Terms of the particular sale set for more than 0 minutes and less than or
equal to 5 minutes (> 0 and ≤ 5 minutes).

- 11 -

EQR Data Dictionary
Transaction Data
Field #
61

Increment Name

✓

15 - Fifteen-Minute

61

Increment Name

✓

H - Hourly

61

Increment Name

✓

D - Daily

61

Increment Name

✓

W - Weekly

61

Increment Name

✓

M - Monthly

61

Increment Name

✓

Y - Yearly

61

Increment Name
Increment Peaking
Name
Increment Peaking
Name
Increment Peaking
Name
Increment Peaking
Name
Increment Peaking
Name

✓

N/A - Not Applicable

Definition
Terms of the particular sale set for more than 5 minutes and less than or
equal to 15 minutes (> 5 and ≤ 15 minutes).
Terms of the particular sale set for more than 15 minutes and less than
or equal to 6 hours (> 15 minutes and ≤ 6 hours) Includes LMP based
sales in ISO/RTO markets.
Terms of the particular sale set for more than 6 and up to 60 hours (> 6
and ≤ 60 hours). Includes sales over a peak or off-peak block during a
single day.
Terms of the particular sale set for over 60 hours and up to 168 hours (>
60 and ≤ 168 hours). Includes sales for a full week and sales for peak
and off-peak blocks over a particular week.
Terms of the particular sale set for set for more than 168 hours up to,
but not including, one year (> 168 hours and < 1 year). Includes sales
for full month or multi-week sales during a given month.
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).
To be used only when other available increment names do not apply.

✓

---

See definitions for increment peaking below.

✓

FP - Full Period

The product described was sold during Peak and Off-Peak hours.

✓

OP - Off-Peak

✓

P - Peak

✓

N/A - Not Applicable

63

Product Name

✓

See Product Names Table,
Appendix A.

Description of product being offered.

64

Transaction
Quantity

✓

Number with up to 4 decimals.

The quantity of the product in this transaction record.

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

66

Rate Units

✓

See Rate Units Table,
Appendix F

Measure appropriate to the price of the product sold.

62
62
62
62
62

Field

Required

Value

The product described was sold only during those hours designated as
off-peak at the point of delivery.
The product described was sold only during those hours designated as
on-peak at the point of delivery.
To be used only when the other available increment peaking names do
not apply.

- 12 -

EQR Data Dictionary
Transaction Data
Field #

Field

Required

Value

Definition
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-month if the product is capacity
or booked out power
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
or booked out power.

67

Standardized
Quantity

✓

Number with up to 4 decimals.

68

Standardized Price

✓

Number with up to 6 decimals.

69

Total Transmission
Charge

✓
If no
transmission
charge to
report, enter
zero.

Number with up to 2 decimals.

Payments received for transmission services when explicitly identified.

70

Total Transaction
Charge

✓

Number with up to 2 decimals

Transaction Quantity (Field 64) times Price (Field 65) plus Total
Transmission Charge (Field 69).

- 13 -

EQR Data Dictionary
Index Reporting Data
Field #
71

72

73

74

Field
Filer Unique
Identifier

Required
✓ If Field 13
is Y

Value

Seller Company
Name

✓ If Field 13
is Y

Unrestricted text (100
characters)

✓ If Field 13
is Y

See Index Price Publisher
Table, Appendix G.

The index price publisher(s) to which sales transactions have been
reported.

✓ If Field 13
is Y

Unrestricted text (100
characters)

Description of the types of transactions reported to the index publisher
identified in this record.

Index Price
Publisher(s) To
Which Sales
Transactions Have
Been Reported
Transactions
Reported

FS# (where “#” is an integer)

- 14 -

Definition
The “FS” seller number from the ID Data table corresponding to the
index reporting company.
The name of the company that is authorized to make sales as indicated
in the company’s FERC tariff(s) or that is required to file the EQR
under section 220 of the Federal Power Act. This name must match the
name provided as a Seller’s “Company Name” in Field Number 2 of the
ID Data (Seller Data).

EQR Data Dictionary
Appendix A. Product Names
Product Name
BLACK START SERVICE

Contract
Product

Transaction
Product

✓

✓

BOOKED OUT POWER

Definition
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).

✓

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

✓

✓

GENERATOR
IMBALANCE

✓

✓

GRANDFATHERED
BUNDLED

✓

✓

Charge based on the cost or amount of fuel used for generation.
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.
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
MUST RUN AGREEMENT

✓

Agreement to participate and be subject to rules of a system operator.

✓

An agreement that requires a unit to run.

NEGOTIATED-RATE
TRANSMISSION

✓

✓

Transmission performed under a negotiated rate contract (applies only to merchant transmission
companies).

- 15 -

EQR Data Dictionary
Appendix A. Product Names
Product Name
NETWORK

Contract
Product
✓

Transaction
Product

Definition
Transmission service under contract providing network service.
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.

NETWORK OPERATING
AGREEMENT

✓

OTHER
POINT-TO-POINT
AGREEMENT
PRIMARY FREQUENCY
RESPONSE

✓

✓

✓

Service provided as a stand-by resource to support autonomous, pre-programmed changes in output
to rapidly arrest large changes in frequency until dispatched resources can take over.

REACTIVE SUPPLY &
VOLTAGE CONTROL
REAL POWER
TRANSMISSION LOSS
REASSIGNMENT
AGREEMENT

✓

✓

Production or absorption of reactive power to maintain voltage levels on transmission systems
(Ancillary Service).

✓

✓

The loss of energy, resulting from transporting power over a transmission system.

✓

✓

Product name not otherwise included.
Transmission service under contract between specified Points of Receipt and Delivery.

✓

Transmission capacity reassignment agreement.

REGULATION &
FREQUENCY RESPONSE

✓

✓

REQUIREMENTS
SERVICE

✓

✓

SCHEDULE SYSTEM
CONTROL & DISPATCH

✓

✓

SPINNING RESERVE

✓

✓

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.
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.)
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).
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.

- 16 -

EQR Data Dictionary
Appendix A. Product Names
Contract
Product

Transaction
Product

SUPPLEMENTAL
RESERVE

✓

✓

SYSTEM OPERATING
AGREEMENTS

✓

TOLLING ENERGY

✓

TRANSMISSION
OWNERS AGREEMENT

✓

UPLIFT

✓

Product Name

✓

Definition
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., nontransmission function) are reported.
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.
Energy sold from a plant whereby the buyer provides fuel to a generator (seller) and receives
power in return for pre-established fees.
The agreement that establishes the terms and conditions under which a transmission owner
transfers operational control over designated transmission facilities.

✓

A make-whole payment by an RTO/ISO to a utility.

- 17 -

EQR Data Dictionary
Appendix B. Balancing Authority
(REMOVED)
See www.ferc.gov for allowable Balancing Authority entries.

- 18 -

EQR Data Dictionary
Appendix C. Hub
(REMOVED)
See www.ferc.gov for allowable Hub entries.

- 19 -

EQR Data Dictionary
Appendix D. Time Zone
Time Zone
AD
AP
AS
CD
CP
CS
ED
EP
ES
MD
MP
MS
PD
PP
PS

Definition
Atlantic Daylight
Atlantic Prevailing
Atlantic Standard
Central Daylight
Central Prevailing
Central Standard
Eastern Daylight
Eastern Prevailing
Eastern Standard
Mountain Daylight
Mountain Prevailing
Mountain Standard
Pacific Daylight
Pacific Prevailing
Pacific Standard

- 20 -

EQR Data Dictionary
Appendix E. Units
Units
KV
KVA
KVR
KW
KWH
KW-DAY
KW-MO
KW-WK
KW-YR
MVAR-YR
MW
MWH
MW-DAY
MW-MO
MW-WK
MW-YR
RKVA
FLAT RATE

Definition
Kilovolt
Kilovolt Amperes
Kilovar
Kilowatt
Kilowatt Hour
Kilowatt Day
Kilowatt Month
Kilowatt Week
Kilowatt Year
Megavar Year
Megawatt
Megawatt Hour
Megawatt Day
Megawatt Month
Megawatt Week
Megawatt Year
Reactive Kilovolt Amperes
Flat Rate

- 21 -

EQR Data Dictionary
Appendix F. Rate Units
Rate Units
$/KV
$/KVA
$/KVR
$/KW
$/KWH
$/KW-DAY
$/KW-MO
$/KW-WK
$/KW-YR
$/MW
$/MWH
$/MW-DAY
$/MW-MO
$/MW-WK
$/MW-YR
$/MVAR-YR
$/RKVA
CENTS
CENTS/KVR
CENTS/KWH
FLAT RATE

Definition
dollars per kilovolt
dollars per kilovolt amperes
dollars per kilovar
dollars per kilowatt
dollars per kilowatt hour
dollars per kilowatt day
dollars per kilowatt month
dollars per kilowatt week
dollars per kilowatt year
dollars per megawatt
dollars per megawatt hour
dollars per megawatt day
dollars per megawatt month
dollars per megawatt week
dollars per megawatt year
dollars per megavar year
dollars per reactive kilovar amperes
cents
cents per kilovolt amperes
cents per kilowatt hour
rate not specified in any other units

- 22 -

EQR Data Dictionary
Appendix G. Index Price Publisher
Index Price Publisher Abbreviation
AM
EIG
IP
P
B
Pdx
SNL

- 23 -

Index Price Publisher
Argus Media
Energy Intelligence Group, Inc.
Intelligence Press
Platts
Bloomberg
Powerdex
SNL Energy

EQR Data Dictionary
Appendix H. Exchange/Broker Services
Exchange/Brokerage Service
BROKER
ICE
NODAL
NYMEX

Definition
A broker was used to consummate or effectuate the transaction.
Intercontinental Exchange
Nodal Exchange
New York Mercantile Exchange

- 24 -


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