Order No. 917

April 23, 2026

Staff Guidance on Order No. 917, Revisions to the Filing Process and Data Collection for the Electric Quarterly Report (EQR)

Developments in this EQR-related rulemaking proceeding will be accessible through the Commission’s EQR webpage. To stay up-to-date, you may join our Contact List and subscribe to Docket No. RM23-9-000 by following these instructions.

Implementation Timeline of XBRL-CSV System

The Commission has not yet set forth a timeline for implementing the new XBRL-CSV system.  As the Commission stated in Paragraph 35 of Order No. 917, 194 FERC ¶ 61,195 (2026), we will use the following process to develop and implement the new system:

"After issuance of this final rule, we will create and make available draft FERC EQR taxonomies, draft FERC Templates, draft technical guidance documentation, and sample submission files.  Interested parties, including industry members, vendors, and the public will be able to submit suggested edits on these items.  Commission staff will thereafter convene technical conference(s) to discuss the FERC EQR taxonomies, draft FERC Templates, draft technical guidance documentation, sample submission files, other technical concerns, and issues related to the transition."

In Paragraph 39 of Order No. 917, the Commission stated that industry participants will be afforded a reasonable amount of time to develop their software and that the Commission will make available a platform for filers to test their submissions.  The Commission also stated that the additional process, including a technical conference(s), will inform the compliance timeline and there will be a reasonable amount of time following the technical conference process for software evaluation, development, implementation, and testing.

Effective Date for Eliminating Reporting of Certain Data in EQR

As of May 26, 2026, the effective date of Order No. 917, the Commission will no longer require reporting of information in the EQR about:

1. transmission capacity reassignments (reported as Capacity Reassignments in Field No. 30);
2. transactions reported to index price publishers (reported as Transactions Reported to Index Price Publisher(s) using Field No. 13; filers can report “N – No”); and
3. if an exchange or brokerage service was used to consummate a transaction (reported as Exchange/Brokerage Service in Field No. 54).

Additionally, as of May 26, 2026, filers should reflect material billing adjustments through an EQR refiling, instead of using the BA-Billing Adjustment reporting option under Class Name (Field No. 59).  

These changes to eliminate the requirement to report the specified data will apply starting with the 2026 Q2 EQR filings, which are due by July 31, 2026.  Partial quarter reporting of this data for 2026 Q2 is not required.  

If filers find it difficult to remove the specified information from their filings, the current EQR system will allow them to continue to submit this data until the new XBRL-CSV system is implemented. 

For more information, please refer to Paragraphs 119-133 of Order No. 917.

EQR Data Dictionary

The current EQR Data Dictionary (Version 3.5) will remain in effect until the new XBRL-CSV system is implemented at a future date.

However, as explained above, filers are not required to report information about transmission capacity reassignments in Field No. 30 or the use of an exchange/broker service in Field No. 54, and can report “N - No” in Field No. 13 for transactions reported to index price publisher(s), starting with 2026 Q2 EQR filings.

Current Filing Deadlines

The current deadlines for EQR filings remain unchanged at this time and are as follows:

The changes to the filing deadlines set forth in Order No. 917 will not take effect until the new XBRL-CSV system is implemented at a future date.

RTO/ISO Transaction Data Reports for Market Participants

The Commission has not yet set forth a deployment timeline for the new XBRL-CSV system but will follow the implementation process set forth in Paragraph 35 of Order No. 917, as explained above.

After implementation of the new XBRL-CSV system, RTOs and ISOs must prepare transaction data reports and make them available to their market participants formatted in XBRL-CSV.  As noted in Paragraph 39 of Order No. 917, there will be a reasonable amount of time following the technical conference process for software evaluation, development, implementation, and testing.