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Full rate ID specification

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Geographic and Utility Identification

  • ABC = Country code (ISO 3166-1 alpha-3)
    • Examples: USA, CAN
  • DE = State/Province code (ISO 3166-2)
    • Examples: CA (California), TX (Texas)
  • FGHIJ = Distribution Utility EIAID (5 digits)
    • Electric utility identification number from EIA data
  • KLMNO = Energy Utility Provider (Retailer) EIAID (5 digits)
    • For bundled utilities: same as distribution utility
    • For unbundled utilities: Community Choice Aggregator (CCA) or Retail Energy Provider (REP) EIAID
    • Special cases:
      • XX = unbundled distribution tariff (energy provider unknown)
      • XX = unbundled energy tariff (distribution implied)
  • P = Customer Class
    • R = Residential
    • C = Commercial
    • I = Industrial
    • A = Agricultural
    • G = Government
    • T = Transmission
    • Note: If a rate plan applies to both residential and commercial, store as separate rate plans (P=R and P=C)

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Rate Plan Characteristics

  • Q = TOU Energy Component
    • T = Time-of-Use (TOU)
    • F = Fixed rate
    • ? = Unknown
  • R = Demand Charge Component
    • F = Fixed demand charge
    • R = Ratchet demand charge
    • C = Coincidental demand charge
    • T = TOU demand charge
    • M = Multiple demand charge types
    • N = None (no demand charges)
    • ? = Unknown
  • S = Export Rate
    • N = None
    • M = Traditional net metered
    • H = Net billing hourly
    • I = Net billing instantaneous
    • F = Fixed export (not equal to import)
    • V = Market/fully variable
    • T = TOU export pricing (including net metered)
    • A = Buy all, sell all
    • ? = Unknown

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Program Eligibility

  • T = Medical Equipment / Medical Baseline
    • M = Medical equipment adjustment included
    • N = No medical equipment adjustment
  • U = Low Income Accommodation
    • L = Low income adjustment included
    • N = No low income adjustment
  • V = Demand Response Program
    • E = Enrolled in demand response program
    • N = No demand response program
    • S = Separate from rate plan
    • ? = Unknown

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Device/Equipment Eligibility Criteria [Residential]

  • W = Rooftop Solar
    • R = Required
    • O = Optional
    • D = Disqualifying
    • ? = Unknown
  • X = Full Electric (No Gas)
    • R = Required
    • O = Optional
    • D = Disqualifying
    • ? = Unknown
  • Y = Electric Water Heating
    • R = Required
    • O = Optional
    • D = Disqualifying
    • ? = Unknown
  • Z = Electric Space Heating
    • R = Required
    • O = Optional
    • D = Disqualifying
    • ? = Unknown
  • A = EV/EV Charger
    • R = Required
    • O = Optional
    • D = Disqualifying
    • ? = Unknown
  • B = Home Type
    • S = Single-family only
    • M = Multi-family only
    • O = Other
    • E = Either (single or multi-family)
    • ? = Unknown

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Device/Equipment Eligibility Criteria [Commercial & Industrial] (Tentative)

Note: For Commercial & Industrial (C&I) rate plans, the eligibility criteria structure may differ from residential. The following fields are tentative and may replace or supplement the residential eligibility fields (W, X, Y, Z, A, B) when the customer class is Commercial or Industrial.
  • W = Rooftop Solar
    • R = Required
    • O = Optional
    • D = Disqualifying
    • ? = Unknown
  • XY = Minimum Peak Demand (00-99 kW)
    • Two-digit code representing minimum peak demand requirement in kilowatts
  • ZA = Maximum Peak Demand (00-99 kW)
    • Two-digit code representing maximum peak demand limit in kilowatts
  • Additional fields for voltage level, distributed generation/back-up, and other C&I-specific criteria may be included

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Additional Information

  • CD = Geo/Region/Climate Code (2 characters, P-Z range)
  • EFGHIJKL… = Rate Plan Name (e.g., ETOUC, Eelect, Base)

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Example Rate Plan IDs

Here are concrete examples showing how the structure maps to actual rate plan IDs across different utilities and scenarios: Example 1: SMUD TOU-C Residential (Bundled Utility) 
USA-CA-16534-16534-R-TRN-MN?-OOOO-E-TOUC
Breakdown:
  • USA → Country (ABC) - United States
  • CA → State (DE) - California
  • 16534 → Distribution Utility (FGHIJ) - SMUD EIAID
  • 16534 → Energy Provider (KLMNO) - Same as distribution (bundled utility)
  • R → Customer Class (P) - Residential
  • T → TOU Energy (Q) - Time-of-Use
  • R → Demand Charge (R) - Ratchet demand charge
  • N → Export Rate (S) - None
  • M → Medical Equipment (T) - Medical baseline included
  • N → Low Income (U) - No low income accommodation
  • ? → Demand Response (V) - Unknown
  • O → Rooftop Solar (W) - Optional
  • O → Full Electric (X) - Optional
  • O → Electric Water Heat (Y) - Optional
  • O → Electric Space Heat (Z) - Optional
  • E → Home Type (B) - Either single or multi-family
  • TOUC → Rate Plan Name - TOU-C
Example 2: PG&E TOU-D Residential (Bundled Utility) 
USA-CA-14328-14328-R-TFN-MN?-OOOO-E-TOUD
Breakdown:
  • USA → Country (ABC) - United States
  • CA → State (DE) - California
  • 14328 → Distribution Utility (FGHIJ) - PG&E EIAID
  • 14328 → Energy Provider (KLMNO) - Same as distribution (bundled utility)
  • R → Customer Class (P) - Residential
  • T → TOU Energy (Q) - Time-of-Use
  • F → Demand Charge (R) - Fixed demand charge
  • N → Export Rate (S) - None
  • M → Medical Equipment (T) - Medical baseline included
  • N → Low Income (U) - No low income accommodation
  • ? → Demand Response (V) - Unknown
  • O → Rooftop Solar (W) - Optional
  • O → Full Electric (X) - Optional
  • O → Electric Water Heat (Y) - Optional
  • O → Electric Space Heat (Z) - Optional
  • E → Home Type (B) - Either single or multi-family
  • TOUD → Rate Plan Name - TOU-D
Example 3: SCE TOU-D-Prime Residential (Bundled Utility) 
USA-CA-14329-14329-R-TTN-MN?-OOOO-E-TOUDPRIME
Breakdown:
  • USA → Country (ABC) - United States
  • CA → State (DE) - California
  • 14329 → Distribution Utility (FGHIJ) - SCE EIAID
  • 14329 → Energy Provider (KLMNO) - Same as distribution (bundled utility)
  • R → Customer Class (P) - Residential
  • T → TOU Energy (Q) - Time-of-Use
  • T → Demand Charge (R) - TOU demand charge
  • N → Export Rate (S) - None
  • M → Medical Equipment (T) - Medical baseline included
  • N → Low Income (U) - No low income accommodation
  • ? → Demand Response (V) - Unknown
  • O → Rooftop Solar (W) - Optional
  • O → Full Electric (X) - Optional
  • O → Electric Water Heat (Y) - Optional
  • O → Electric Space Heat (Z) - Optional
  • E → Home Type (B) - Either single or multi-family
  • TOUDPRIME → Rate Plan Name - TOU-D-Prime
Example 4: Marin Clean Energy (Unbundled - Both Known) 
USA-CA-14328-12345-R-TFN-MN?-OOOO-E-MCE-TOU
Breakdown:
  • USA → Country (ABC) - United States
  • CA → State (DE) - California
  • 14328 → Distribution Utility (FGHIJ) - PG&E EIAID (distribution)
  • 12345 → Energy Provider (KLMNO) - MCE EIAID (different from distribution - unbundled)
  • R → Customer Class (P) - Residential
  • T → TOU Energy (Q) - Time-of-Use
  • F → Demand Charge (R) - Fixed demand charge
  • N → Export Rate (S) - None
  • M → Medical Equipment (T) - Medical baseline included
  • N → Low Income (U) - No low income accommodation
  • ? → Demand Response (V) - Unknown
  • O → Rooftop Solar (W) - Optional
  • O → Full Electric (X) - Optional
  • O → Electric Water Heat (Y) - Optional
  • O → Electric Space Heat (Z) - Optional
  • E → Home Type (B) - Either single or multi-family
  • MCE-TOU → Rate Plan Name - MCE TOU
Example 5: Unbundled Distribution Tariff (Energy Provider Unknown) 
USA-CA-14328-XX-R-TFN-MN?-OOOO-E-DIST-TOU
Breakdown:
  • USA → Country (ABC) - United States
  • CA → State (DE) - California
  • 14328 → Distribution Utility (FGHIJ) - PG&E EIAID
  • XX → Energy Provider (KLMNO) - Unknown (unbundled distribution tariff)
  • R → Customer Class (P) - Residential
  • T → TOU Energy (Q) - Time-of-Use
  • F → Demand Charge (R) - Fixed demand charge
  • N → Export Rate (S) - None
  • M → Medical Equipment (T) - Medical baseline included
  • N → Low Income (U) - No low income accommodation
  • ? → Demand Response (V) - Unknown
  • O → Rooftop Solar (W) - Optional
  • O → Full Electric (X) - Optional
  • O → Electric Water Heat (Y) - Optional
  • O → Electric Space Heat (Z) - Optional
  • E → Home Type (B) - Either single or multi-family
  • DIST-TOU → Rate Plan Name - Distribution TOU
Example 6: Unbundled Energy Tariff (Distribution Implied) 
USA-CA-XX-12345-R-TFN-MN?-OOOO-E-ENERGY-TOU
Breakdown:
  • USA → Country (ABC) - United States
  • CA → State (DE) - California
  • XX → Distribution Utility (FGHIJ) - Implied (unbundled energy tariff)
  • 12345 → Energy Provider (KLMNO) - CCA/REP EIAID (energy provider specified)
  • R → Customer Class (P) - Residential
  • T → TOU Energy (Q) - Time-of-Use
  • F → Demand Charge (R) - Fixed demand charge
  • N → Export Rate (S) - None
  • M → Medical Equipment (T) - Medical baseline included
  • N → Low Income (U) - No low income accommodation
  • ? → Demand Response (V) - Unknown
  • O → Rooftop Solar (W) - Optional
  • O → Full Electric (X) - Optional
  • O → Electric Water Heat (Y) - Optional
  • O → Electric Space Heat (Z) - Optional
  • E → Home Type (B) - Either single or multi-family
  • ENERGY-TOU → Rate Plan Name - Energy TOU
Example 7: Commercial Rate Plan (Bundled) 
USA-CA-14328-14328-C-TFn-MN?-OOOO-E-TOU-C
Breakdown:
  • USA → Country (ABC) - United States
  • CA → State (DE) - California
  • 14328 → Distribution Utility (FGHIJ) - PG&E EIAID
  • 14328 → Energy Provider (KLMNO) - Same as distribution (bundled utility)
  • C → Customer Class (P) - Commercial (note: different from residential examples)
  • T → TOU Energy (Q) - Time-of-Use
  • F → Demand Charge (R) - Fixed demand charge
  • N → Export Rate (S) - None
  • M → Medical Equipment (T) - Medical baseline included
  • N → Low Income (U) - No low income accommodation
  • ? → Demand Response (V) - Unknown
  • O → Rooftop Solar (W) - Optional
  • O → Full Electric (X) - Optional
  • O → Electric Water Heat (Y) - Optional
  • O → Electric Space Heat (Z) - Optional
  • E → Home Type (B) - Either single or multi-family
  • TOU-C → Rate Plan Name - TOU Commercial
Example 8: Texas REP (Unbundled - Both Known) 
USA-TX-12345-67890-R-TFN-MN?-OOOO-E-REP-TOU
Breakdown:
  • USA → Country (ABC) - United States
  • TX → State (DE) - Texas
  • 12345 → Distribution Utility (FGHIJ) - TDSP EIAID (e.g., Oncor)
  • 67890 → Energy Provider (KLMNO) - REP EIAID (different from distribution - unbundled)
  • R → Customer Class (P) - Residential
  • T → TOU Energy (Q) - Time-of-Use
  • F → Demand Charge (R) - Fixed demand charge
  • N → Export Rate (S) - None
  • M → Medical Equipment (T) - Medical baseline included
  • N → Low Income (U) - No low income accommodation
  • ? → Demand Response (V) - Unknown
  • O → Rooftop Solar (W) - Optional
  • O → Full Electric (X) - Optional
  • O → Electric Water Heat (Y) - Optional
  • O → Electric Space Heat (Z) - Optional
  • E → Home Type (B) - Either single or multi-family
  • REP-TOU → Rate Plan Name - REP TOU