Republic of the Philippines

DEPARTMENT OF'ENERGY
(Kagawaran ng Enerhiya)

DEPARTMENTCIRCULAR NO. oc2o2L'02' oool

PROVIDING POLICIES FOR THE SYSTEMATIC MANAGEMENT OF THE DOE

REPORTORIAL REQUIREMENTS FOR THE ELECTRIC POWER INDUSTRY
PARTICIPANTS

WHEREAS, Section 37 of the Electric Power lndustry Reform Act of 2001 (EPIRA)
mandates the Department of Energy (DOE) to supervise the restructuring of the
electric power industry and, among others:

a. Ensure the reliability, quality and security of supply of electric power;

b. Develop policies and procedures, and as appropriate, promote a system of
energy development incentives to enable and encourage electric power
industry participants to provide adequate capacity to meet demand,
including among others, reserve requirements;
c. Monitor private sector activities relative to energy projects in order to attain
the goals of the restructuring, privatization, and modernization of the electric
power sector;
d. Assess the requirements of, determine priorities for, provide direction to,
and disseminate information resulting from energy research and
development programs; and
e. Formulate such rules and regulations as may be necessary to implement
the objectives of this Act;

WHEREAS, on 28 June 2002, the DOE, with the endorsement of the electric power
industry participants, promutgated the Wholesale Electricity Spot Market (WESM)
Rules through Department Circular No. DC2002-06-003, which mandates the Market
Operator to provide and submit market data and information to the DOE through
WESM Rules Clause 5.2.'1.5;

WHEREAS, on 26 February 2010 and 17 April 2015, the DOE issued Department
Circular Nos. DC2010-03-0003, entitled "Directing All Power Generation Companies,
the Transmission Service Provider, and All Distribution Utilities to Ensure Adequate
and Reliable Electric Power Supply in the Country" and DC2015-04-0002 entitled
"Directing All Generation Companies, Distribution Utilities and lndependent Power
Producer Administrators to Submit to the Department of Energy Reportorial
Requirements and Other Pertinent Data as may be Required for the Formulation of
the Power Supply Demand Forecasts of the Power Development Plan," respectively,
directing National Grid Corporation of the Philippines, all Generation Companies,
Distribution Utilities, and lndependent Power Producer Administrators, to submit to the
DOE reportorial requirements and other pertinent data as may be required for the
Power Development Plan;

WHEREAS, on 06 May 2013, the DOE issued Department Circular No. DC2013-05-
0006 enjoining all Generation Companies, Distribution Utilities, Supplier and Local

Energy Center, Rizal Drive cor. 34th Street, Bonifacio Global City, Taguig City, Philippines 1632
J
ate
Tel. No. (Trunkline) (632) 479-2900i
'( Webs e: http:/A/vww doe.gov.ph; E-mail info@doe.gov.ph
r
 Suppliers to ensure an effective implementation of Retail Competition and Open
Access which include submission of compliance reports to the DOE;

WHEREAS, the DOE requires the electric power industry participants to submit
reports, data, and information for evidence-based policy development, energy
planning and monitoring of plans and programs to ensure the attainment of the goals
of the EPIRA;

WHEREAS, the DOE deems it necessary to review the policies, adopt a systematic
submission process and enhance the level of compliance of the electric power industry
participants to the reportorial requirements while at the same time addressing their
concerns on redundancies, inconsistencies, different interpretations of the data, and
difficulty in the submission and processing of the data;

WHEREAS, in 2019, the DOE Electric Power Database Management System

(DEPDMS) was established as the tool to allow systematic and timely submission of
various data and information related to the electric power industry using the web portal
designed for the online submission of reportorial requirements of the stakeholders;

WHEREAS, on 23-24 March 2021, the DOE facilitated a nationwide consultative

online meeting with Generation Companies and Diskibution Utilities to solicit their
concerns and comments regarding data/reportorial provisions as well as the proposed
structure templates for the DOE data and reportorial requirements;

WHEREAS, in April 2021, the DOE conducted pilot testing with the participants for
their familiarization in the use of DEPDMS web portal and to test the reliability and
efficiency of the entire system under its operating conditions prior to full-scale
implementation;

WHEREAS, the DOE, in consideration of the inputs gathered during the consultative
meetings and pilot testing, formulated a draft circular for providing policies on the
management of DOE reportorial requirements which was subjected to virtual public
consultations on various dates as follows:

Date Leg Platform

29 June2021 Luzon Microsoft Teams
02 July 2021 Visayas Microsoft Teams
06 July 2021 Mindanao Microsoft Teams

NOW THEREFORE, pursuant to its statutory mandate under the EPIRA and the
preceding premises considered, the DOE hereby issues, adopts and promulgates the
following:

Section 1. General Principles.

1 .1 All submission of required data and reports shall be in accordance with

the filename format, schedule of submission, data format, and data
definitions stipulated in the Annexes of the circular;

I
DC -
PROVIDING POLICIES FOR THE EFFECTIVE AND EFFICIENT MANAGEMENT OF
THE DOE REPORTORTAL REQUTREMENTS FoR ELECTRTC PowER INDUSTRY PARTICIPANTS
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 1 .2 All submissions shall be made through automatic, paperless, and/or digital
transformation using structured data templates and formats, provided,
transition period and/or exemptions may be allowed under circumstances
provided for in this policy;

1.3 All data and information required shall be used exclusively for the purpose
of policy development, energy planning, and monitoring unless otherwise
specified in a separate requirement from the electric power industry
participanUs; and

1.4 All interpretations of data and information shall be made in accordance

with the data definitions indicated in the annexes of the circular.

Section 2, Coverage. This Circular shall cover the following Electric Power lndustry
Participants:

2.1 All Generation Companies;

2.1.1 Grid-connected generation facilities;
2.1 .2Off-grid generation facilities; and
2.1 .3Embedded generators
2.2 Distribution Utilities;
2.3 Qualified Third Parties (QTPs)
2.4 National Power Corporation - Small Power Utilities Group
2.5 Suppliers;
2.6 Market Operator; and
2.7 System Operator;

Section 3. Registration to the DEPDMS Web Portal. Within 15 calendar days from
the effectivity of this Circular, all Electric Power lndustry Participants subject of this
circular shall submit to the DOE, through a letter or any equivalent document
endorsing its registration to the DEPDMS Web Portal the following information:

3.1 Name ofthe company;

3.2 Name, position and contact details of duly authorized/designated

personnel registering as DEPDMS User;

3.3 Resource or participant identification as provided in the WESM registration

for those operating in the main grid where WESM is operational. Electric
Power lndustry Participants located in areas where WESM is not
operational and/or those located in the off-grid areas shall collaborate with
the DOE-EPIMB through their authorized/designated personnel for the
provision of resource or participant identification to be used in the
registration to the DEPDMS. For this purpose, a Resource or Participant
identification shall correspond to the company identification of the Electric
Power lndustry Participant mandated to submit and comply with the DOE's
reportorial requirements;

Section 4. Responsibilities of
Designated Representatives. The duly
authorized/designated personnel shall have the following duties and responsibilities:

DC- _ PROVIDING POLICIES FOR THE EFFECTIVE AND EFFICIENT MANAGEMENT OF

-( THE DOE REPORTORIAL REQUIREMENTS FOR ELECTRIC POWER INDUSTRY PARTICIPANTS sts
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 4.1 Coordinate with the DOE and obtain the necessary account credentials
for the DEPDMS web portal;

4.2 Ensure timely and complete submission of the required reports through
the DEPDMS web portal, or alternative modes allowed in cases of force
majeure events;

4.3 ln cases of changes to earlier submitted reports, coordinate with the DOE
through a written request issued by its Electric Power lndustry Participant
represented for any revision of previously submitted report; and

4.4 lnform its Electric Power lndustry Participant of any changes or updates
on policies relative to the implementation of this Circular.

Section 5. Submission of Reportorial Requirements, Data and Other lnformation

Upon the effectivity of this Circular, all compliances and submission of reportorial
requirements under DC2010-03-0003, DC2015-04-0002 and DC2019-11-0015 shall
be made through the DEPDMS Web Portal official account of each Electric Power
lndustry Participant's designated representative.

All submissions made by the designated personnel shall be considered official

submissions by the Electric Power lndustry Participant being represented. Changes
to the submissions may be made as necessary, upon submission of request in writing
by the Electric Power lndustry Participant addressed to the Director, Electric Power
lndustry Management Bureau.

5.1 All submission of reports by the Electric Power lndustry ParticipanUs shall
be done using the data structures and standard templates detailed in the
annexes of this circular as follows:

Annex No. Title

B.1 Template for Monthly Operations Report - Plant Operational
Data
8.2 Template for Monthly Operations Report - Generation and
Sales Data
8.3 Template for ttlonthly Operations Report - Distribution
Utilities
8,4 Monthly Operations Report - SuPP! ier Portfolio Data
8.5 Monthly Operations Report - Supplier Sales Dat?
8.6 Template for Short Run Marginal Cost Data
8,7 Template for Cost of New Entry Dqla
8.8 Template for Net Revenue Data

5.2 For Generation Companies under contractual arrangements aS

lndependent Power Producer (lPP) with the Power Sector Assets and
Liabilities [Vlanagement Corporation, the latter or the lndependent Power
Producer Administrator, aS the case may be, shall prepare and submit
the annual reports specified in Annexes 8.6, B.7, and B.8. Meanwhile,
the IPP shall prepare and submit necessary data for the monthly
operations report specified in Annexes B.1 and 8.2;

DC -
PROVIDING POLICIES FOR THE EFFECTIVE AND EFFICIENT MANAGEMENT OF
s THE DOE REPORTORIAL REQUIREMENTS FOR ELECTRIC POWER INDUSTRY PARTICIPANTS 4/8 /
7{ffi
 5.3 Distribution Utility owning a generator resource such as embedded
generators, shall comply and submit a separate report for the said
generator resource using the MOR for Generation Companies data
templates as specified in Annexes B.1, 8.2, 8.6, 8.7, and B.8; and

5.4 Qualified Third Parties (QTP)S operating an integrated generation and

distribution system, shall comply and submit a report following the
templates provided for underAnnex B.'l-83.

Section 6. Submission of Reports in Case ofForce Majeure Event. ln case of force

majeure event, when there is system downtime or maintenance, hard copies of reports
shall be submitted through a formal letter to the DOE. ln this regard, "Force Majeure
Event" shall be defined as an event beyond the control of the DOE and the Electric
Power lndustry Participants, which prevents the latter from complying with any of its
obligations under this Circular.

Section 7. Submission of Data/lnformation by the Market Operator. The

submission of Market Data by the Market Operator to the DOE shall be made in
accordance with the "Protocol for Provision of Market Data/lnformation and Technical
Support to the Department of Energy" entered into between the DOE and IEMOP.

Section 8. Submission of Data/lnformation by the System Opsrator (SO). The

System Operator shall ensure timely and complete submission of reportorial
requirements as prescribed in the existing DOE Department Circulars, other relevant
issuances and under existing arrangements. Provided, that the System Operator and
the DOE-EPIMB shall collaborate for the enhancements of the existing arrangements
for the former's submission of dala in accordance with the policies stated herein for
better management ofthe data and information.

Section 9. Provision for Additional DOE Reportorial Requirements. The DOE, if

it deems necessary, shall circulate an advisory and/or applicable issuances to expand
the list of data and reports stated in the Annexes of this Circular from any other
stakeholders that may have essential information pertinent to the electric power
industry sector.

Section 10. Change of Designated Representative. As soon as practicable, the

concerned Electric Power lndustry Participants shall inform the DOE in writing and
recommend replacement if the authorized/designated personnel ceased to be a
member of the organization he/she represents. The new representative shall
accordingly coordinate with the DOE-EPINIB for the creation of a new account and
orientation as necessary.

Section 11. Transitory Provision. Within six (6) months from the effectivity of this
Circular, the DOE through the Electric Power lndustry Management Bureau shall
undertake and conduct necessary activities to facilitate training and roll out of the
DEPDMS web portal to the electric power industry participants. During the same
period, all reportorial requirements prescribed under this Circular shall be submilted
to the EP|N.4B in either hard copies or through the dedicated email address provided
by the EPlNilB, as part of the trial operations of the web portal. Thereafter, upon the

DC -
PROVIDING POLICIES FOR THE EFFECTIVE AND EFFICIENT IIIANAGEI\,IENT OF
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THE DOE REPORTORIAL REQUIREMENTS FOR ELECTRIC POWER INDUSTRY PARTICIPANTS , 5/s 2
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 full operationalization of the DEPDMS web portal, the online submission of files shall
be mandatory.

Section 12. Submission of Affected Reportorial Requirements. Following the

lapse of the Transitory Period, concerned Electric Power lndustry Participants shall no
longer be required to submit the following:

Mandated Entity DC No. / Title Specific Report / Annex No.

1. Generation DC2010-03-0003 - Directing a Generation Companies

Companies All Power Generation Maximum Available Capacity
Companies, the Transmission and Operational Status (Daily
Service Provider, and All Plant Status Report);
Distribution Utilities to Ensure a Oil Based Generation
Adequate and Reliable Companies Fuel lnventory
Electric Power Supply in the Based on Typical Load
Country Dispatch and Fuel
Consumption;
a Coal Power Plants lnventory
Report Based on Typical Load
Dispatch and Fuel
Consumption;
Natural Gas, Geothermal and
Hydroelectric Plants Monthly
Report on Current Status and
Forecast of Energy Sources;
DC2013-05-006 - Enjoining All a Annex A 1, Power
Generation Companies, Generation Companies'
Distribution Utilities, Suppliers Compliance Form;
and Local Suppliers to Ensure
an Effective and Successful
Transition Towards the
lmplementation of Retail
Competition and Open Access
DC2015-04-0002 - Directing EPIMB_PPDD Form O4-OO2
All Generation Companies, o
Annex A.1a- Coal/ NatGas/
Distribution Utilities and Biomass;
lndependent Power Producer .
Annex A.1.b- Coall NatGas/
Administrators to Submit to Biomass;
the Department of Energy o -
Annex A.1.c Coal/ NatGas/
Reportorial Requirements and Biomass;
Other Pertinent Data as may .
Annex A.2.a - Geothermal
be Required for the o
Annex A.2.b - Geothermal
Formulation of the Power .
Annex A.2.c - Geothermal;
Supply Demand Forecasts of
the Power Development Plan
.
Annex A.3.a - Hydro;
.
Annex A.3.b - Hydro;
o
Annex A.3.c - Hydro;
.
Annex A.4.a - Solar;
o
Annex A.4.b - Solar;
o
Annex A.S.a - Wind;

r DC - PROVIDING POLICIES FOR THE EFFECTIVE AND EFFICIENT MANAGEMENT OF a

t THE DOE REPORTORIAL RE?UTREMENTS FOR ELECTRTC POWER TNDUSTRY PARTICIPANTW 6/8 I
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 Mandated Entity DC No. / Title Specific Report / Annex No.

Annex A.5.b - Wind;

2. Distribution DC2010-03-0003 PDUs' Monthly Operations

Utilities Report;
Electric Cooperative's
Monthly Financial and
Statistical Report;
DC2013-05-006 Annex - B, Distribution
Utilities' Compliance Form;
DC2015-04-0002 EPIMB_PPDD Form 04-001
. Annex B
o Annex C
3. Retail Electricity DC2013-05,006 a Annex A-2, Suppliers' and
Suppliers and Local Suppliers' Compliance
Local Retail Form;
Electricity
Suppliers
4. Qualified Third DC 2019-11-0015 QTP Quarterly Monitoring Report
Parties (QTP) "Prescribing Revised Forms
Guidelines for Qualified Third o Form 1.1-1 .4
Parties" and its subsequent . Form 2
Advisory . Form 3

Forthis purpose, the DOE-EPIMB shall issue an Advisoryto all affected Electric Power
lndustry Participants on the date of the effectivity of the regular submission to the
DEPDMS Web Portal and the cessation of the submissions of the reportorial
requirements stated above.

Section 13. Confidentiaiity. All data submitted through the DEPDMS Web Portal and
other alternative means shall be treated with utmost confidentiality. The gathered
information shall be solely used for the DOE's monitoring, planning and policy
development and shall not in any way be used as evidence in court and other
administrative proceedings.

Section 14. Regulatory Support. The Energy Regulatory Commission (ERC) is

hereby enjoined to promulgate the supporting guidelines to implement the obligations
set forth in this Circular. Such guidelines shall provide for incentives and penalties that
may be imposed to the electric power industry participants for non-compliance to
reportorial requirements stated herein.

Section 15. Repealing Clause. All previous DOE issuances inconsistent with this
Circular are hereby repealed or amended accordingly.

Section 16. Separability Clause. lf for any reason, any section or provision of this
DC is declared unconstitutional or invalid, such parts not affected shall remain valid
and subsisting.

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DC _ PROVIDING POLICIES FOR THE EFFECTIVE AND EFFICIENT I\iIANAGEMENT OF
THE DOE REPORTORIAL RE FOR ELECTRIC POWER TNDUSTRY PART'CtrANTS 7 /8 p,
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 Section 17. Effectivity. This Circular shall take etfect fifteen (15) days following its
complete publication in at least two (2) newspapers of general circulation and shall
remain in effect until othenrise revoked. Copies thereof shall be filed with the
University of the Philippines Law Center - Office of National Administrative Register
(UPLC-ONAR).

lssued tnis FF B 0 I 2bbb at the DOE, Energy Center, Rizal Drive, Bonifacio
Global City, Taguig City, Metro Manila.

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DOE-AGC-22000373

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DC -PROVIDING POLICIES FOR THE EFFECTIVE AND EFFICIENT MANAGEMENT OF
8/8 ,
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THE DOE REPORTORIAL REOUIRE MENTS FOR ELECTRIC POWER INDUSTRY PARTICIPANTS
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ANNEXA-DATACATALOGUE

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1, MONTHLY Monthlyl (End of the CSV GEN-GENNAMEl
OPERATIONS following month) _MOR-GEN-
REPORT - POD YYYYMM.cSv
PLANT
OPERATIONAL
DATA
(For Generation
Companies)
2. MONTHLY Monthly (End of the CSV GEN-GENNAMEl
OPERATIONS following month)
REPORT - -MOR-GEN-
GSD YYYYMM.cSv
GENERATION
AND SALES
DATA
(For Generation
Companies)
3. MONTHLY Monthly (End of the CSV DUS-DUNAMEl-
OPERATIONS following month) MOR-DU-
REPORT _ YYYYMM.cSv
DISTRIBUTION
UTILITIES (For
Distribution
Utilities)
4. IUONTHLY Quarterly2 (End of the CSV RES-SUPNAMEl
OPERATIONS following month) RCOA-SUPP-
REPORT - A_YYYYMM
SUPPLIER
PORTFOLIO
DATA
(For
Suppliers/Local
Suppliers)
5. MONTHLY Quarterly (End of the CSV RES-SUPNAMEl
OPERATIONS following month) RCOA-SUPP-
REPORT - B-YYYYMM
SUPPLIER
SALES DATA
(For
Suppliers/Local
Suppliers)

1
The cover period for Monthly submission storts from the 26th of the previous month to the 25th of the
succeeding month / billing period
2
Q.uorterly submissions sholl contoin monthly doto (i.e., 1't quorter - Jon, Feb, Morch dotosets)

Page t of 27

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i 3
COJ
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ANNEXA-DATACATALOGUE

6. SHORTRUN Annual (End of February) CSV GEN-GENNAMEl

MARGINAL _SRMC_YYYY.csv
COST DATA
(For Generation
Companies)
7. COST OF NEW Annual (End of February) CSV GEN_GENNAMEl
ENTRY DATA _CONE- YYYY.csv
(For Generation
Companies)
8. NET REVENUE Annual (End of February) CSV GEN-GENNAMEl
DATA _NR_ YYYY.csv
(For Generation
Companies)

Page 2 of 27

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
B1.1 DEFINITIONS FOR MONTHLY OPERATIONS REPORT PLANT
OPERATIONAL DATA
FIELD
DESCRIPTION
NAME
Registered resource lD used in the Wholesale Electricity Spot
Resource lD
Market (WESM).
Administrative region (e.9., Region l, NCR, CAR, Region lV-A,
Sub-region
Region Vll, BARMM)
Rated The full-load continuous gross capacity of a unit under the specified
Capacity3, conditions, as calculated from the electric generator nameplate
MW based on the rated Power Factor.
Maximum The maximum demand in MW that a generating unit, or generating
Stable Load block or module in the case of a combined cycle power plant, can
(Pmax)4, reliably sustain for an indefinite period of time, based on the
MW generator capability tests.
Gross
Amount of energy generated as metered, by a unit in a given billing
Generation,
period which include station used.
MWh
Total Station Part of the generated energy used to power loads within plant
Used, M\Mt facility in a qiven billing period.
Operating
Total number of hours in in-services state in a given billing period
Hours
Forced
Total number of hours a unit was Forced outage state in a given
Outage
billing period.
hours3
Planned
Total number of hours a unit was in planned outage state in a given
Outage
billing period. (GOMP)
hours3
Reserve The number of hours a Unit was in the reserve shutdown state
Shutdown (State in which a Unit is available but not in service or not
Hours3 electrically connected to the Grid.
Maintenance
Total number of hours a unit was in maintenance outage state in a
Outage
given billing period.
hours3
Deactivated
Total number of hours a unit was in deactivated shutdown state in a
Shutdown
given billing period.
hours3
Type of fuel used. Can be multiple types for a single generation
Type of Fuel unit. (specify the type of fuels to choose from e.g. Bunker/Diesel,
Coal, NG, Biomass)
Fuel Amount of fuel consumed during the billing period.
Consumed L(Bunker/Diesel) or ton(Coal) or m3(NG) or kg(bio4qqq)

3
GC 1.7 (DEFINITIONS), Philippine Grid Code 2015
a
Section 4 (Definition of Terms), ERC Resolution No. 16 Series of 2014
s
Article ll, Section 1 (Unit State Classification), ERC Resolution No. 21 Series of 2016

Page 3 of 27

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
81.1 DEFINITTONS FOR MONTHLY OPERATIONS REPORT PLANT
OPERATIONAL DATA

Fuel
Total stocks of fuel equivalent or running inventory including
Running
shipments in transit. L(Bunker/Diesel) or ton(Coal) or m3(NG) or
Inventory
(units) kg(biomass)
Fuel
Total stocks of fuel equivalent or running inventory including
Running
shipments in transit in estimated number of days of normal power
lnventory
plant operation.
(davs)
Unit price of fuel used. PHP/L(Bunker/Diesel) or PHP/ton(Coal) or
Fuel Cost
PHP/m3(NG) or PHP/kq(biomass)
Gross Heat
The heat energy in BTU, input to a Generating Station to deliver
Rate,
one KWh at the generator.
BTU/KWh
Net Heat
The heat energy in BTU, input to a Generating Station to deliver
Rate,
one KWh at the switchyard.
BTU/KWh

Page 4 of 27

? I @t
 \,.

ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES

81.2 TEMPLATE FOR MONTHLY OPERATIONS REPORT - PLANT OPERATIONAL DATA

Maximum
'Reserve Maintenance
Stable Gross Total Planned
Resource Operating Outage
toad Generation, Station Outage Shutdown
Hours Hours
(Pmar), MWh Used, MWh hours Hours
MW

EOF

Net Heat
Rate,
BTU/KWh vl

PageS oI 27

N
'rs
ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
82.1 DEFINITIONS FOR IIIIONTHLY OPERATIONS REPORT - GENERATION
AND SALES DATA

FIELD NAME
Registered resource lD used in the Wholesale
Resource lD
Electricity Spot Market (WESM).
Administrative region (e.9., Region l, NCR,
Sub-region
CAR, Region lV-A, Region Vll, BARMM)
Electricity Purchased From (if Source of electricity purchased (e.9., WESM,
applicable) Specific IPP) as stated in the contract
Amount of energy purchased from
Electricity Purchased, MWh corresponding source that is billed in a given
billins period.
Total Plant Operating and Amount of plant operating and maintenance
Maintenance Cost, PHP cost in pesos in a given billing period.
Customer Type Types of Customer (e.9., DU, EC, RES, DCC)
Name of customer supplied. (e.9., Specific
Customer List
Name of DU, EC, RES, DCC)
Demand per customer list as stated in the
Contracted Demand
contract
Energy per customer list as stated in the
Contracted Energy
contract

Contracted Price Price per customer list as stated in the contract

Start date of Contract with the GenCo per

Start of Contract
customer list (yyyy-mm-dd)
End date of Contract with the GenCo per
End of Contract
customer list (yyyy-mm-dd)
Amount of energy sold to corresponding
Electricity Sold, MWh
customer in a given billing period.
Estimated Unserved Energy, Energy not served during outage in a given
MWh billing period, ll Pmax x Forced Outage Hours

Maximum Load, MW Maximum load in a given billing period

Minimum Load, MW Lowest operating load in a given billing period.

Average Load, MW Average load in a given billing period.

Page 6 of 27

I 7
q-r
 N

ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES

82.2 TEMPLATE FOR MONTHLY OPERATIONS REPORT - GENERATION AND SALES DATA

(if applicable)

F
EOF

-,

PageT of 27
€
1,.)
ANNEX B. DATA DEFINITIONS AND DATA TEMPLATES
83.1 DEFINITIONS FOR MONTHLY OPERATTONS REPORT - DISTRIBUTION
UTILITIES

Participant lD Participant lD registered in the WESM

Administrative region (e.9., Region l, NCR, CAR, Region
Sub-Region
lV-A, Region Vll, BARMM)
Source of the electricity purchased by the distribution
Electricity Purchased
utility. (e.9., WESM, specific name of lPPs, embedded
From
generators) as stated in the contract
Types of energy resource of plants used to generate
Resource Type
electricity
Generator Affiliated to Confirmation of affiliation of the Generation Company to
DU the DUs (Y/N)
Contracted Demand,
Demand per supply source as stated in the contract
MW
Contracted Energy,
Energy per supply source as stated in the contract
MWh
Price per supply source based on the supplier power bills,
Contract Price, PhP
in consideration of the parameters stated in the contract
Start date of Contract with the GenCo per supply source
Contract Start
(yyyy-mm-dd)
End date of Contract with the GenCo per supply source
Contract End
(yyyy-mm-dd)
Total amount of monthly electricity purchased by the
Purchased Electricity, distribution utility secured or sourced from WESM, lPPs,
MWh and/or embedded generators that is billed in a given
billing period per supplv source.
Classification of customers categorized e.9.,(residential,
Customer Type
commercial, industrial, and others.)
Total number of supplied customers per customer type
No. of Customers (i.e., captive customers that is currently connected and
being served by the DU).
Total electricity sales of the DU in a given billing period to
Electricity Sales, MWh
corresponding customer type measured in MWh.
Total electricity sales of the DU in a given billing period to
Sales, PHP
corresponding customer type in Php.
Actual rate in terms of PhP/kWh per customer type for the
Actual Retail Rate
billing period
No. of Contestable Number of switched CCs wheeled within DU's franchise
customers area
Electricity Wheeled - Total amount of energy wheeled from supplier to switched
Others (Contestable contestable customers using the utility's power lines in a
Wheeling), MWh given billing period.

Page I of 27

.f,'
J

% (
!"
ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
83.1 DEFINITIONS FOR MONTHLY OPERATIONS REPORT. DISTRIBUTION
UTILITIES
FIELD NAME DESCRIPTION i

Maximum Load, MW DU's system peak load during the billing period

Total electricity consumed by the DU for its own use in a

Company Use, MWh
given billing period.
Total system loss of the DU in MWh in a given billing
System Loss, MWh
period as defined in PDC
Total No. of
Total number of barangays within the franchise area
Barangays
Total Energized Total number of energized barangays within the franchise
Barangays area

Page 9 of 27

t
3
% ?o
 sF, $

ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES

83.2 TEMPLATE MONTHLY OPERATIONS REPORT _ DISTRIBUTION UTILITIES

.Demand LrEs.lLrry
From J
Price End '

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LUS), ' EtrEl6raEu .

Type Customers' '(Contestqble Loa4 MW
. '...'. ,...: MWh Mri/h'. Barangays
"Whteliirg),
. MWh

L
-

Page 10 of27
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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
84.1 DEFINITIONS FOR MONTHLY OPERATIONS REPORT . SUPPLIER
PORTFOLIO DATA

FIELD NAME
Participant lD Participant lD registered in the WESM
Administrative region (e.9., Region l, NCR, CAR,
Sub-Region
Resion lV-A, Reqion Vll, BARMM)
Source of the electricity purchased by the Supplier.
Electricity Purchased
(e.9., WESM, specific name of lPPs, embedded
From qenerators) as stated in the contract
Types of energy resource of plants used to generate
Resource Type
electricity per supply source
Demand of Supplier as stated in the contract per
Contracted Demand (MW
supply source
Energy of Supplier as stated in the contract per
Contracted Energy (MWh)
supply source
Contract Price Price per KWh as stated in the contract per supply
(PHP/KWh) source
Contract Start Start date of contract per supply source (yyyy-mm-dd)
Contract End End date of contract per supply source (yyyy-mm-dd)
Generator affiliated to Confirmation of affiliation of the Generation Company
Supplier to the Supplier (Y/N)

Page lL of 27
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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES

8.4.2 MONTHLY OPERATIONS REPORT - SUPPLIER PORTFOLIO DATA

EOF

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
85.1 DEFINITIONS FOR MONTHLY OPERATTONS REPORT - SUPPLIER SALES
DATA

FIELD NAME
Participant lD Participant lD registered in the WESM
Administrative region (e.9., Region l, NCR, CAR,
Sub-Region
Resion lV-A, Resion Vll, BARMM)
Name of each contestable customer (CC) as
Contestable Customer Name
stated in the contract
Contracted Demand (MW) Demand of each CC as stated in the contract.

Contracted Energy (MWh) Energy of each CC as stated in the contract.

Actual Average Price of electricity per KWh of the
Contract Price (PHP/KWh)
Supplier's sales to the CC
Contract Start Start date of contract per CC (yyyy-mm-dd)

Contract End End date of contract per CC (yyyy-mm-dd)

Page 13 of 27

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
B5.2 MONTHLY OPERATIONS REPORT - SUPPLIER SALES DATA

Contracted
EnergY,

EOF

Page 14 ol 27
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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
86.1 DEFINITIONS FOR SHORT RUN MARGINAL COST DATA

CATEGORY .,. .. .FIELD NAME J

Resource Resource lD Required field specifying the resource

ldentifying lD location (commercial node names).
!nformation Region Required field specifying the location
(e.s. L //M)
Sub-Region Administrative region (e.9., Region l,
NCR, CAR, Region lV-A, Region Vll,
BARMM)
Startup Costs Cold Startup Fuel Code Energy Source Code from contract or
power plant indicating lndex Price
location or user-defined blend. (e.9.,
CAEQ001 based on S&P Global
Platts). (if applicable)
Cold Startup mmbtu, Specifies the energy used during the
MMBtU start in MMBtu per start. lf
not
specified, the energy is set to null. (if
applicable)
Cold Startup Sox rate Specifies the emissions rate in
lb/MMBtu for Sulphur oxide SOx for
startup. lf not specified, the cost is set
to null. (if applicable)
Cold Startup Nox rate Specifies the emissions rate in
lb/MMBtu for nitrogen oxide NOx for
startup. lf not specified, the cost is set
to null. (if applicable)
Cold Startup VOM, Required fleld specifying the
PhP resource's non-fuel startup costs in
PhP per start. lf not specified, the cost
is set to null
No Load No Load Cost Code Energy Source Code from contract or
Costs power plant indicating lndex Price
location or user-defined blend.
No Load mmbtu, Specifies the energy used during no
MMBtu load in MMBtu. lf not specified, the
enerqv is set to null.
No Load Sox Specifies the emissions rate in
lb/MMBtu for SOx for no load. lf not
specified, the cost is set to null.
No Load Nox Specifies the emissions rate in
lb/MMBtu for NOx for no load. lf not
specified, the cost is set to null.
No Load VOM, Specifies the non-fuel no load cost in
PhP PhP per hour for no load. lf not
specified, the cost is set to null.

Page t5 of 27

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ANNEX B - DATA DEFINTTIONS AND DATA TEMPLATES
86.1 DEFINITIONS FOR SHORT RUN MARGINAL COST DATA
a

CATEGORY FIELD NAME DESCRIPTION

Run Times Minimum Run Time Specifies the minimum runtime of the
HHH:IMM resource. lf not specified, the default
minimum is 5 minutes.
Maximum Run Time Specifies the maximum runtime of the
HHHHH:MM resource. lf not specified, there is no
default maximum.
Minimum Down Time Specifies the minimum downtime
HHH:MM (includes shutdown time and startup
time) of the resource. lf not specified,
the default minimum downtime is 5
minutes.
Cold Startup Time Specifies the cold startup time. lf not
HHH:MM specified, the default value is 5
minutes.
Cold Notification Time Specifies the time required prior to
HHH:MM starting a resource that is cold. lf not
specified, the default value is 5
minutes.
Commitment Maximum Daily Starts Specifies the maximum daily starts
Limitations allowed for the resource. not lf
specified, there is no default value. (if
applicable)
Maximum Daily Energy Specifies the maximum daily energy
delivery allowed forthe resource. lf not
speclfied, there is no default value. (if
applicable)
Maximum Weekly Starts Specifies the maximum weekly starts
allowed for the resource. lfnot
specified, there is no default value. (if
applicable)
Maximum Weekly Specifies the maximum weekly energy
Energy delivery allowed for the resource. lf
not specified, there is no default value.
(if applicable)
Fuel Price Energy Source Codes Required flelds specifying the
lnformation resources sources of energy or fuel
and the costs of that fuel. These
values are used to determine the basis
between the delivered fuel cost and
the value of the index for the Energy
Source Code or user defined blend.
Can be specified from one to many
times. Energy Source Code from
contract or power plant indicating

Page 15 of 27

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
86.1 DEFINITIONS FOR SHORT RUN MARGINAL COST DATA
CATEGORY . i .
.
FIELD]NAME.
lndex Price location or user-defined
blend.
Energy Source Price The delivered cost of the fuel in
PhP/MMBtu PhP/MMBtu if purchased on the price
date below for immediate delivery
(spot market price).
Energy Source Price The date of the price above (optional if
Date YYYY-MM-DD price is null).
Energy Source Price It is the commodity price index and
lndex publisher of the index appropriate for
use in adjusting reference levels to
reflect changes in fuel price. This field
is to be used if the "Energy Codes" tab
lacks an adequate index and it is
desired to suqqest an alternative.
Energy Source Reason Field for describing the reason why
one energy source is used instead of
another.
lncremental Energy Code Energy Source Code from contract or
Energy power plant indicating lndex Price
lnformation location or user-defined blend.
MW Required field specifying the operating
point in MW. Unit should have
between two and ten MW specified for
incremental energy range
calculations.
Ramp Rate Up Required field specifying the rate in
MW per minute to go from the next
lower operating point to this operating
point when the previous market
dispatch direction was up.
Ramp Rate Down Required field specifying the rate in
MW per minute to go from this
operating point to the next lower
operating point when the previous
market dispatch direction was down.
Bidirectional Ramp Rate Required field specifying the rate in
MW per minute to go between this
operating point to the next lower
operating point or the next lower
operating point to this operating point
when the previous market dispatch
direction was in the opposite direction.
Fuel Consumption Required field for fossil fuel units
mmbtu per Hour specifying the total fuel consumption

Page 17 of 27

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
86.1 DEFINITIONS FOR SHORT RUN MARGINAL GOST DATA
CATEGORY FIELD NAME DESCRTPTION
in MMBtu per hour using the Energy
Source or user specified blend
specified.
VOM Cost, Required field specifying the non-fuel
PhP/h variable operating cost in PhP per
hour. lf not specified, the cost is set to
null. lnclude in this field as negative
values the production tax credits and
renewable energy certificates.
Cost Change Reason Field describing the reason why there
is an inflection in the variable
operatinq costs at the operating point.
MSTUO Field describing MSTUO (Mean
Service Time to Unplanned Outage) at
a specific operating point. (if
applicable)

MSTUO= Service Hours/ Number of

Planned Outages which occur from in-
service state only
MUOD Field describing MUOD (Mean
Unplanned Outage Duration) at a
specific operating point. (if applicable)

MUOD= Unplanned Outage Hours

which occur from in-service state
only / Number of unplanned outages
which occur from in-service state only
Parts and Labor, Describes an estimate of the typical
PhP costs for parts, labor and materials
associated with an unplanned outage
with duration of <MUOD> supplied
above. lf not specified, the value will
be set to zero.
Parts and Labor Required field if <partslabor> data is
Assumptions provided above. Provide a brief
breakdown of <partslaboP and the
assumptions it is based on. (e.9., 12
men @ 2000 PhP for 15 hrs)
Risk Change Reasons Field describing the reason why the
MSTUO or MUOD values are different
at the operating point than for all in-
service hours regardless of output
level. Optional if the priortwo fields are
blank.

Page 18 of 27,
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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
86.1 DEFINITIONS FOR SHORT RUN MARGINAL COST DATA
CATEGORY FIELD NAME DESCRIPTION
lncremental Lower MW The lower bound of the output range
Energy subject to the limitation in MW. ls
Limitations typically zero unless there is a change
in fuel type, configuration, or
emissions controls that would cause
the limitation to not apply below a
certain MW value.
Upper MW The upper bound of the output range
subiect to the limitation in MW.
Energy Limitation The total energy that can be produced
in MWh subject to the limitation.
Timeframe, The timeframe for the limitation in
days days-e.g., 7 would be entered for a
weekly limitation.
Start Day YYYY-MM-DD The beginning of the period when the
limitation is active. When a limitation
only applies in a given season or
period, the beginning of the season or
period is entered here.
End Day YYYY-MM-DD The end of the period when the
limitation is active. When a limitation
only applies in a given season or
period, the end of the season or period
is entered here.
Reason Detailed explanation of the limitation.
Uncertainty Description of the uncertainty
associated with the limitation (i.e., how
the limitation may change with
changes in certain factors, such as
rainfall).
Fuel Blend Name User provided name for a specific fuel
lnformation blend. This name can then be used
anywhere that Energy Source Codes
are used for this location.
Energy Source Code Energy Source Code from contract or
power plant indicating lndex Price
location or user-defined blend.
Blend Portion of the blend that is made up of
the above Energy Source Code. The
number must be between 0 and 1 and
when added to the blends from the
other parts. must sum to 1.
Ancillary Energy Code Energy Source Code from contract or
Services power plant indicating lndex Price
Values location or user-defined blend.

Page 19 of 27

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
86.1 DEFINITIONS FOR SHORT RUN MARGINAL COST DATA
CATEGORY FIELD NAME .DESCRIPTION . ,

Type (primary, Specifies the ancillary services

secondary, tertiary, product
dispatchable)
Fuel Consumption Field specifying the additional energy
mmbtu per Hour used while providing regulation in
MMBtu per hour compared to being
dispatchable at the same output. Only
applies to type of "reg". lf not specified,
the energy is set to null. (if applicaplq)
VOM, Field specifying the resource's
PhP/h additional non-fuel costs in PhP per
hour compared to not providing the
service at the same outPut. OnlY
applies to type of "reg."
VOM Assumptions Required field if <vom> is provided
above.
Provide a brief breakdown of <vom>
and the assumptions it is based on.
Probability of Field specifying the probability of
Contingency Reserve contingency reserve dePloYment
Deployment Failure failure expressed as a percentage.
(PCRDF) The PCRDF represents the chance of
there being a deployment shortfall of
five percent or greater of the maximum
deployment based on
the ramp rates and limits provided in
this survey. Only applies to types of
"primary". (if applicable)
Regulation Penalty Rate Field specifying the regulation penalty
(RPR) rate expressed as a percentage. This
represents the chance of having
Excessive Energy and/or Deficient
Energy in three or more consecutive
Dispatch lntervals of the same hour.
Only applies to types of "secondary"
and "tertiary". (if applicable)
Staffing Staffing Type Required field that specifies summer
or rainy season staffing patterns. (e.9.,
12x5, 24xT or unstaffed)
Staff Comment Optional field for use in providing
further
explanation of staffing patterns.
Heat Rates Min Heat rate, BTU/kWh Minimum Heat rate declared
Avq Heat rate, BTU/kWh Averaqe Heat rate declared

Page 20 of 27,

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES

86.2 TEMPLATE FOR SHORT RUN MARGINAL COST DATA
b
Cold Cold No Load No load No Load No load
Region Sub-
Region
Cold
Startup
Cold
Startup Startup Startup mmbtu ' voM
Fuel mmbtu Sox rate voM
Code *

EOF
r
^/

Maximum Maximum Maximum Energy Energy Energy

Minimum Minimum Cold
Daily Weekly Weekly Source Source Source
Run fime Down
Starts Energy Codes Price Price ,.
' Date
'----;-
a\
a r

.A ,L
r
-

PageZ7 of 27 "r1
 /\ o\

ANNEX B - DATA DEFTNITIONS AND DATA TEMPLATES

86.2 TEMPLATE FOR SHORT RUN MARGINAL COST DATA
s
Risk Lower Upper Energy Timeframe Start End Day Reason Uncertainty (}{her Fuel Energy
Change MW MW Limitation DaY lnfoimation Blend Source
Reasons Name Code

J. .L
r
-

Energry Type Fuel Variable voM Probabllhy Min Heat

Code (Asl Consumption Operations Assumptions rate
mmbtu per Contingency
Hour Reserve
Cost Deployment
Failure

r- (PCRDFI

Page22 of 27
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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
87.1 DEFINITIONS FOR GOST OF NEW ENTRY DATA
Field Nam6' Description ,'
Resource lD Unique lD of resources in the market
Reoion Unique lD for Reqion (L //M)
Sub-region Administrative region (e.9., Region l, NCR, CAR,
Reoion lV-A, Reoion Vll, BARMM)
Capital Cost lnvestment or capital cost to build the new
resource (PhP/kW)
Carrying Charge Rate (CCR) Carrying Charge Rate is based on the project's
financing assumptions: 1) Debt to Equity ratio, 2)
Cost of debt, 3) Cost of Equity, 4) Amortization
period, 5) Depreciation schedule, and 6) Tax
assumptions. (Percent %)
Fixed Operations and "Fixed Operations and Maintenance costs
Maintenance Costs (FOM) ('FOM') that are required to be expended to
maintain the resource over its economic life.

Page 23 of 27

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES

s
87.2 TEMPLATE FOR COST OF NEW ENTRY DATA

Region SutsRegion Capital Cost Fixed Operations and

EOF

Page 24 of 27
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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
88.1 DEFINITIONS FOR NET REVENUE DATA
Data Name
Resource lD Required field specifying the resource lD location
(commercial node names).
Sub-Region Administrative region (e.9., Region l, NCR, CAR,
Reqion lV-A. Reqion Vll. BARMM)
Full Load Heat Rate, Full Load Heat Rate is the heat rate of operating the
BTU/KWH unit at the maximum stable load (PMAX) Generic
estimate based on size and age of the unit; Value must
be fixed the entire year.
MinGen Heat Rate, Min Gen Heat rate is the heat rate of operating the unit
BTU/KWH at the minimum stable load (PMIN).
Based on mingen cost. (The mingen cost is the hourly
cost of operating the unit at the minimum stable load
(PMIN)) Generic estimate based on size and age of the
unit
Startup Cost, in Php Generic estimate based on size and age of the unit;
Start up cost reflects the starts-related maintenance
costs as specified in the bilateral contracts

Startup costs consist of costs that are incurred to

transition a resource from an offline state to an online
state and synchronized to the grid. Components of
startup costs include variable operations and
maintenance ("VOM") expenses, fuel consumed during
the startup period, and shutdown costs. Startup costs
often also reflect long-term service agreements
("LTSA") with major maintenance vendors that may be
reflected in the VOM component.
Variable Operations and Variable Operations and maintenance cost Generic
Maintenance (VOM) estimate based on size and age of the unit
Cost, in Php/MWH
Maintenance Outage More relevant for combined cycle and steam turbine
(hours) units. Maintenance for combustion turbine units is
likely to happen in hours when the unit is not operating
Equivalent Forced Equivalent Forced Outage Rate; useful in the
Outage Rate (EFORd) computation of Annual net revenue

Based on the ERC Resolution no 21 Series of 2016 p2

- lt is a measure of the probability that a generating
unit will not be available due to forced outages or
forced deratings.
Capacity factor (CF) Only applicable for renewable energy technologies as
their hourly generation profile is fixed. This dataset
comprises of capacity factors for 8760 hours (one
year's worth of hours).

Page 25 of 27

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ANNEX B - DATA DEFINITIONS AND DATA TEMPLATES
B8.1 DEFINITIONS FOR NET REVENUE DATA
Data Name Description
Going Fonruard Costs Generic estimate based on size and age of the unit;
(GFC), PhP/kW-yr Going Fonruard Costs (GFC)
GFC includes costs that could be avoided if a seller
othenrvise capable of supplying capacity were to retire
permanently from supplying the capacity. GFC
typically includes cost items such as: (a) Capital
Expenditure, including but not limited to mandatory
expenditures necessary to comply with federal or state
environmental, safety or reliability requirements that
must be met to supply capacity, (b) Fixed Costs, and
(c) Taxes
Feed in Tariff (FlT) Feed in Tariff Price. Only applicable for renewable
Price, Php/MWh enerqv technolooies.
Renewable Energy Renewable Energy Certificate Price = Hourly CF*REC
Certificate (REC) Price, Price*PMAX
Php/MWh
Fuel Price Gas Price (Php/kg) daily-Required field is comprising of
daily Gas Price information for delivery in the region.
Has to reflect prices for specific location and timeframe
of interest.
Coal Price (Php/ton)-Required field is comprising of
daily Coal Price information for delivery in the region.
Has to reflect prices for specific location and timeframe
of interest.
Oil Price (Php/barrel)-Required field is comprising of
daily Oil Price information for delivery in the region.
Has to reflect prices for specific location and timeframe
of interest.

Page26of27 .

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AND DATA TEMPLATES

N
ANNEX B - DATA DEFINITIONS
88.2 TEMPLATE FOR NET REVENUE DATA

MinGen Maintenance Equivalent Capacity Going ' Renewable

Resource_lD
Heat Rate Outage Forced Factor (CF) Fonrard : , energy
(hours) Outage cosr (6rc) Certificate
Rate (REC) Price
{EFORdI

EOF

I
t NOTES:

1. Leave blank if not applicable

2. Do not use comma (,) on alldataset inputs

Page27 of27
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