{ "schema_version": "1.1.0", "records": [ { "state": "AZ", "id": "state-rate-framework-az", "commission_id": "commission-az-acc", "service_scope": "electric_and_gas", "utility_scope": "Commission-regulated investor-owned electric and natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "Case-specific; utilities initiate fair-value rate cases", "cadence_detail": "Case-specific; utilities initiate fair-value rate cases", "test_period": "Historic test years and fair-value rate base are developed in the evidentiary record.", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-az-rate-framework", "source_url": "https://www.azcc.gov/utilities", "applicability": [ { "id": "applicability-state-rate-framework-az-all", "utility_jurisdiction_id": null, "applicability_type": "all_regulated", "applicability_value": "Investor-owned electric and gas utilities", "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "citation_id": "citation-az-rate-framework", "source_url": "https://www.azcc.gov/utilities" } ] }, { "state": "FL", "id": "state-rate-framework-fl", "commission_id": "commission-fl-fpsc", "service_scope": "electric_and_gas", "utility_scope": "FPSC rate-base-regulated investor-owned utilities", "filing_model": "utility_initiated", "cadence_label": "Case-specific, often resolved through multi-year plans", "cadence_detail": "Utilities file when base-rate relief is needed; an approved settlement may include a stay-out period and scheduled adjustments.", "test_period": "Historic or projected test year approved in the case", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-fl-fpsc-framework", "source_url": "https://www.floridapsc.com/about", "applicability": [] }, { "state": "GA", "id": "state-rate-framework-ga", "commission_id": "commission-ga-psc", "service_scope": "electric_and_gas", "utility_scope": "Georgia Power, Liberty Utilities, and regulated Atlanta Gas Light distribution rates", "filing_model": "utility_initiated", "cadence_label": "Case-specific; alternative plans can establish multi-year periods", "cadence_detail": "A utility petitions for a rate change with supporting schedules. The Commission investigates and decides the request; an approved plan may specify future annual updates or a stay-out period.", "test_period": "Historic or projected period supported in the petition", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-ga-psc-about", "source_url": "https://psc.ga.gov/about-the-psc/", "applicability": [] }, { "state": "IL", "id": "state-rate-framework-il", "commission_id": "commission-il-icc", "service_scope": "electric_and_gas", "utility_scope": "ICC rate-regulated investor-owned electric and natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "Case-specific; no fixed recurring interval", "cadence_detail": "A utility files when it seeks a base-rate change. The Commission may suspend a proposed tariff and conduct a contested evidentiary review.", "test_period": "Historic or future test year supported in the filing", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-il-rate-framework", "source_url": "https://www.ilga.gov/legislation/ilcs/ilcs4.asp?DocName=022000050HArt%2E+IX&ActID=1277&ChapterID=23&SeqStart=1900000&SeqEnd=2225000", "applicability": [] }, { "state": "LA", "id": "state-rate-framework-la", "commission_id": "commission-la-lpsc", "service_scope": "electric_and_gas", "utility_scope": "Commission-regulated investor-owned electric and natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "Annual formula-plan reviews plus case-specific base-rate proceedings", "cadence_detail": "Annual formula-plan reviews plus case-specific base-rate proceedings", "test_period": "Historic test years and annual evaluation periods vary by utility plan.", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-la-rate-framework", "source_url": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/DocketDetails?docketId=31370", "applicability": [ { "id": "applicability-state-rate-framework-la-all", "utility_jurisdiction_id": null, "applicability_type": "all_regulated", "applicability_value": "Investor-owned electric and gas utilities", "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "citation_id": "citation-la-rate-framework", "source_url": "https://lpscpubvalence.lpsc.louisiana.gov/portal/PSC/DocketDetails?docketId=31370" } ] }, { "state": "MI", "id": "state-rate-framework-mi-base", "commission_id": "commission-mi-mpsc", "service_scope": "electric_and_gas", "utility_scope": "MPSC-regulated investor-owned electric and natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "No fixed recurring interval", "cadence_detail": "A utility files when it seeks a base-rate change. The MPSC's general framework does not impose a common annual or multi-year filing cycle, but it requires a final Commission decision within 10 months of the application.", "test_period": "Filing-specific forecast, historical support, and standard rate-case schedules.", "effective_date": null, "valid_from": null, "valid_from_known": false, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-mi-ratemaking", "source_url": "https://www.michigan.gov/mpsc/regulatory/ratemaking", "applicability": [ { "id": "applicability-state-rate-framework-mi-base", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "MPSC-regulated investor-owned electric and natural-gas utilities", "valid_from": null, "valid_from_known": false, "valid_to": null, "citation_id": "source-mi-ratemaking", "source_url": "https://www.michigan.gov/mpsc/regulatory/ratemaking" } ] }, { "state": "NJ", "id": "state-rate-framework-nj-base", "commission_id": "commission-nj-bpu", "service_scope": "electric_and_gas", "utility_scope": "Board-regulated electric and gas distribution utilities", "filing_model": "mixed", "cadence_label": "Case-specific; program deadlines can apply", "cadence_detail": "New Jersey does not use one recurring base-case interval for every utility. Board-approved infrastructure programs can require the participating utility to file its next base-rate case within five years or sooner.", "test_period": "Normally established in the utility's base-rate filing; infrastructure-program recoveries remain provisional until prudence is reviewed in the next base case.", "effective_date": null, "valid_from": null, "valid_from_known": false, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-nj-iip-rule", "source_url": "https://www.nj.gov/bpu/pdf/boardorders/2020/20201028/2C%20-%20ORDER%20New%20Jersey%20Natural%20Gas%202019%20IIP.pdf", "applicability": [ { "id": "applicability-state-rate-framework-nj-base", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "Board-regulated electric and gas distribution utilities", "valid_from": null, "valid_from_known": false, "valid_to": null, "citation_id": "source-nj-iip-rule", "source_url": "https://www.nj.gov/bpu/pdf/boardorders/2020/20201028/2C%20-%20ORDER%20New%20Jersey%20Natural%20Gas%202019%20IIP.pdf" } ] }, { "state": "NY", "id": "state-rate-framework-ny", "commission_id": "commission-ny-psc", "service_scope": "electric_and_gas", "utility_scope": "Commission-regulated investor-owned electric and natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "Case-specific filings; approved outcomes often span three years", "cadence_detail": "Case-specific filings; approved outcomes often span three years", "test_period": "Historic and forecast rate years are stated in each filing and adopted plan.", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-ny-rate-framework", "source_url": "https://dps.ny.gov/major-rate-case-process-overview", "applicability": [ { "id": "applicability-state-rate-framework-ny-all", "utility_jurisdiction_id": null, "applicability_type": "all_regulated", "applicability_value": "Investor-owned electric and gas utilities", "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "citation_id": "citation-ny-rate-framework", "source_url": "https://dps.ny.gov/major-rate-case-process-overview" } ] }, { "state": "NC", "id": "state-rate-framework-nc-electric", "commission_id": "commission-nc-ncuc", "service_scope": "electric", "utility_scope": "NCUC-regulated investor-owned electric utilities", "filing_model": "utility_initiated", "cadence_label": "No fixed recurring interval", "cadence_detail": "A utility initiates a base-rate case; Duke may request a multi-year performance-based rate plan.", "test_period": "Case-specific base period and forecast support", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-nc-ncuc-framework", "source_url": "https://www.ncuc.gov/documents/overview.pdf", "applicability": [] }, { "state": "NC", "id": "state-rate-framework-nc-gas", "commission_id": "commission-nc-ncuc", "service_scope": "gas", "utility_scope": "NCUC-regulated natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "No fixed recurring interval", "cadence_detail": "A gas utility files a general-rate application when it seeks to reset base rates; gas-cost reviews occur separately.", "test_period": "Case-specific", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-nc-ncuc-framework", "source_url": "https://www.ncuc.gov/documents/overview.pdf", "applicability": [] }, { "state": "OH", "id": "state-rate-framework-oh-electric", "commission_id": "commission-oh-puco", "service_scope": "electric", "utility_scope": "Electric distribution utilities", "filing_model": "periodic_review", "cadence_label": "Every three years beginning by year-end 2029", "cadence_detail": "Each electric distribution utility must file a distribution rate case by December 31, 2029 and at least every three years thereafter.", "test_period": "A utility may use a conventional 12-month test period or propose three consecutive 12-month forecasted rate years with annual true-ups.", "effective_date": "2025-08-14", "valid_from": "2025-08-14", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-oh-rate-statute", "source_url": "https://codes.ohio.gov/ohio-revised-code/chapter-4909", "applicability": [ { "id": "applicability-state-rate-framework-oh-electric", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "Electric distribution utilities", "valid_from": "2025-08-14", "valid_from_known": true, "valid_to": null, "citation_id": "source-oh-rate-statute", "source_url": "https://codes.ohio.gov/ohio-revised-code/chapter-4909" } ] }, { "state": "OH", "id": "state-rate-framework-oh-large-gas", "commission_id": "commission-oh-puco", "service_scope": "gas", "utility_scope": "Natural-gas utilities serving at least 250,000 customers", "filing_model": "periodic_review", "cadence_label": "Every three years beginning by year-end 2029", "cadence_detail": "Covered large natural-gas utilities must file a rate case by December 31, 2029 and at least every three years thereafter.", "test_period": "A utility may use a conventional 12-month test period or propose three consecutive 12-month forecasted rate years with annual true-ups.", "effective_date": "2026-03-20", "valid_from": "2026-03-20", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-oh-rate-statute", "source_url": "https://codes.ohio.gov/ohio-revised-code/chapter-4909", "applicability": [ { "id": "applicability-state-rate-framework-oh-large-gas", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "Natural-gas utilities serving at least 250,000 customers", "valid_from": "2026-03-20", "valid_from_known": true, "valid_to": null, "citation_id": "source-oh-rate-statute", "source_url": "https://codes.ohio.gov/ohio-revised-code/chapter-4909" } ] }, { "state": "OR", "id": "state-rate-framework-or", "commission_id": "commission-or-puc", "service_scope": "electric_and_gas", "utility_scope": "Commission-regulated investor-owned electric and natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "Case-specific; utilities may request a rate change at any time", "cadence_detail": "Case-specific; utilities may request a rate change at any time", "test_period": "Historic or forecast test periods are evaluated in each filing.", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-or-rate-framework", "source_url": "https://www.oregon.gov/puc/utilities/pages/rates-tariffs.aspx", "applicability": [ { "id": "applicability-state-rate-framework-or-all", "utility_jurisdiction_id": null, "applicability_type": "all_regulated", "applicability_value": "Investor-owned electric and gas utilities", "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "citation_id": "citation-or-rate-framework", "source_url": "https://www.oregon.gov/puc/utilities/pages/rates-tariffs.aspx" } ] }, { "state": "PA", "id": "state-rate-framework-pa-base", "commission_id": "commission-pa-puc", "service_scope": "electric_and_gas", "utility_scope": "Investor-owned electric and natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "No fixed recurring interval", "cadence_detail": "A utility initiates a general rate increase by filing a new tariff. It cannot file another general increase for the same service until the prior request is decided or its maximum suspension period expires.", "test_period": "Case-specific; Pennsylvania law sets the filing and decision clock rather than a standard single-year or multi-year plan.", "effective_date": null, "valid_from": null, "valid_from_known": false, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-pa-general-rate-filings", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/66/00.013.008.000..HTM", "applicability": [ { "id": "applicability-state-rate-framework-pa-base", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "Investor-owned electric and natural-gas utilities", "valid_from": null, "valid_from_known": false, "valid_to": null, "citation_id": "source-pa-general-rate-filings", "source_url": "https://www.legis.state.pa.us/WU01/LI/LI/CT/HTM/66/00.013.008.000..HTM" } ] }, { "state": "TX", "id": "state-rate-framework-tx-electric", "commission_id": "commission-tx-puct", "service_scope": "electric", "utility_scope": "PUCT-regulated electric transmission and distribution utilities", "filing_model": "periodic_review", "cadence_label": "At least every four years", "cadence_detail": "A regulated electric utility generally must initiate a comprehensive base-rate proceeding at least once every four years, subject to the statutory waiver process.", "test_period": "Historical test year in the comprehensive rate filing.", "effective_date": null, "valid_from": null, "valid_from_known": false, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-tx-electric-rate-statute", "source_url": "https://interchange.puc.texas.gov/Documents/58484_26_1537379.PDF", "applicability": [ { "id": "applicability-state-rate-framework-tx-electric", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "PUCT-regulated electric transmission and distribution utilities", "valid_from": null, "valid_from_known": false, "valid_to": null, "citation_id": "source-tx-electric-rate-statute", "source_url": "https://interchange.puc.texas.gov/Documents/58484_26_1537379.PDF" } ] }, { "state": "TX", "id": "state-rate-framework-tx-gas", "commission_id": "commission-tx-rrc", "service_scope": "gas", "utility_scope": "Gas utilities using an interim rate adjustment or GRIP", "filing_model": "conditional_deadline", "cadence_label": "Annual adjustment · full case within five years", "cadence_detail": "A gas utility using the interim infrastructure adjustment files annually and must complete a comprehensive cost-of-service rate case by the fifth anniversary of its first adjustment.", "test_period": "The comprehensive case resets the investment, return, depreciation, tax, and allocation benchmarks used by later interim adjustments.", "effective_date": null, "valid_from": null, "valid_from_known": false, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-tx-gas-rate-handbook", "source_url": "https://www.rrc.texas.gov/media/a2obz2p1/rate-review-handbook-2026.pdf", "applicability": [ { "id": "applicability-state-rate-framework-tx-gas", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "Gas utilities using an interim rate adjustment or GRIP", "valid_from": null, "valid_from_known": false, "valid_to": null, "citation_id": "source-tx-gas-rate-handbook", "source_url": "https://www.rrc.texas.gov/media/a2obz2p1/rate-review-handbook-2026.pdf" } ] }, { "state": "VA", "id": "state-rate-framework-va-phase-one", "commission_id": "commission-va-scc", "service_scope": "electric", "utility_scope": "Phase I electric utility — Appalachian Power", "filing_model": "periodic_review", "cadence_label": "Triennial review", "cadence_detail": "The SCC reviews Phase I electric rates every three years under the statutory review framework.", "test_period": "Three successive 12-month test periods ending before the review year.", "effective_date": null, "valid_from": null, "valid_from_known": false, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-va-electric-review-statute", "source_url": "https://law.lis.virginia.gov/vacode/title56/chapter23/section56-585.1/", "applicability": [ { "id": "applicability-state-rate-framework-va-phase-one", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "Phase I electric utility — Appalachian Power", "valid_from": null, "valid_from_known": false, "valid_to": null, "citation_id": "source-va-electric-review-statute", "source_url": "https://law.lis.virginia.gov/vacode/title56/chapter23/section56-585.1/" } ] }, { "state": "VA", "id": "state-rate-framework-va-phase-two", "commission_id": "commission-va-scc", "service_scope": "electric", "utility_scope": "Phase II electric utility — Dominion Energy Virginia", "filing_model": "periodic_review", "cadence_label": "Biennial review", "cadence_detail": "The SCC reviews Phase II electric rates every two years under the statutory review framework.", "test_period": "Two successive 12-month test periods ending before the review year.", "effective_date": null, "valid_from": null, "valid_from_known": false, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-va-electric-review-statute", "source_url": "https://law.lis.virginia.gov/vacode/title56/chapter23/section56-585.1/", "applicability": [ { "id": "applicability-state-rate-framework-va-phase-two", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "Phase II electric utility — Dominion Energy Virginia", "valid_from": null, "valid_from_known": false, "valid_to": null, "citation_id": "source-va-electric-review-statute", "source_url": "https://law.lis.virginia.gov/vacode/title56/chapter23/section56-585.1/" } ] }, { "state": "VA", "id": "state-rate-framework-va-other", "commission_id": "commission-va-scc", "service_scope": "gas", "utility_scope": "Investor-owned natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "Application-based", "cadence_detail": "Gas utilities file rate applications under the SCC's general rate-case rules rather than the Phase I and Phase II electric review schedule.", "test_period": "Filing-specific schedules and supporting statements under the SCC rate-case rules.", "effective_date": null, "valid_from": null, "valid_from_known": false, "valid_to": null, "supersedes_framework_id": null, "citation_id": "source-va-rate-case-rules", "source_url": "https://www.scc.virginia.gov/regulated-industries/utility-accounting-finance/rate-case-rules/", "applicability": [ { "id": "applicability-state-rate-framework-va-other", "utility_jurisdiction_id": null, "applicability_type": "narrative_scope", "applicability_value": "Investor-owned natural-gas utilities", "valid_from": null, "valid_from_known": false, "valid_to": null, "citation_id": "source-va-rate-case-rules", "source_url": "https://www.scc.virginia.gov/regulated-industries/utility-accounting-finance/rate-case-rules/" } ] }, { "state": "WI", "id": "state-rate-framework-wi", "commission_id": "commission-wi-psc", "service_scope": "electric_and_gas", "utility_scope": "Commission-regulated investor-owned electric and natural-gas utilities", "filing_model": "utility_initiated", "cadence_label": "Case-specific; utilities file when base-rate relief is needed", "cadence_detail": "Case-specific; utilities file when base-rate relief is needed", "test_period": "Forecast test years are common; the filing identifies the proposed test period.", "effective_date": null, "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "supersedes_framework_id": null, "citation_id": "citation-wi-rate-framework", "source_url": "https://psc.wi.gov/Pages/ServiceType/Energy/RateCases.aspx", "applicability": [ { "id": "applicability-state-rate-framework-wi-all", "utility_jurisdiction_id": null, "applicability_type": "all_regulated", "applicability_value": "Investor-owned electric and gas utilities", "valid_from": "2026-07-21", "valid_from_known": true, "valid_to": null, "citation_id": "citation-wi-rate-framework", "source_url": "https://psc.wi.gov/Pages/ServiceType/Energy/RateCases.aspx" } ] } ] }