PA · gas · R-2025-3059523
Active case·Settlement pending·Settlement pending
The settlement is below both the original and latest utility positions, but above I&E's updated recommendation. Neither rate step is authorized yet.
UGI Gas requested $99.368 million. The parties filed a $65 million two-step black-box settlement on July 9; Commission approval remains pending and the settlement does not specify one agreed ROE.
Jul 9, 2026
Oct 1, 2026
Case stage
settlement pending
Filed
Dec 29, 2025
Testimony
Not recorded
Hearings
Not recorded
Briefing
Not recorded
Decision
Not recorded
Rates effective
Not recorded
State rules
This docket is a full base-rate review. Selected charges can change on separate schedules without reopening every issue in this case.
Full base-rate review
No fixed recurring interval
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.
Rate period: Case-specific; Pennsylvania law sets the filing and decision clock rather than a standard single-year or multi-year plan.
Governing rule ↗Between full reviews
Purchased gas cost recovery
Annual rate · quarterly reconciliation
Large gas distributors file an annual gas-cost tariff and quarterly recalculations. Material differences can change the tariff between annual proceedings, with over- and under-collections reconciled.
Governing source ↗Distribution System Improvement Charge
Quarterly updates · annual reconciliation
An approved DSIC can recover eligible distribution investment between base-rate cases. The formula is updated quarterly and reconciled annually, subject to the utility's approved long-term infrastructure plan.
Governing source ↗Settlement under review
Utility request and proposed settlement.
| Metric | Utility request | Proposed settlement | Like-for-like difference |
|---|---|---|---|
| Annual revenue increase | $91.44M Annual utility request | $65M proposed two-step distribution base-rate settlement · Jul 9, 2026 | +$26.44M |
| Rate base | $4,319.35M Fully projected future period ending September 30, 2027 · Sep 30, 2027 | Not available Settlement value not captured | — |
| Return on equity | 10.75% proposed common-equity return · Jan 28, 2026 | Not specified proposed settlement return on equity · Jul 9, 2026 | — |
| Common equity ratio | 54.25% proposed ratemaking capital structure · Jan 28, 2026 | Not specified proposed settlement ratemaking capital structure · Jul 9, 2026 | — Not compared: scope differ |
| Residential bill impact | Not available Not captured in current case sources | 5.7% Fully projected future period ending September 30, 2027 · Jul 6, 2026 | — |
| Metric | Party | Position |
|---|---|---|
| Annual revenue change | Consumer advocate OCA updated revenue recommendation; decrease · Jun 5, 2026 | −$15.4M |
| Annual revenue change | Staff I&E initial revenue recommendation · May 8, 2026 | $53.39M |
| Annual revenue change | Staff I&E updated surrebuttal recommendation · Jun 5, 2026 | $56.71M |
| Return on equity | Consumer advocate OCA direct-testimony recommendation · May 8, 2026 | 8.8% |
| Return on equity | Staff I&E direct-testimony recommendation · May 8, 2026 | 9.81% |
Prior authorizations, mechanism values, actuals, and company projections are shown separately because they are not default like-for-like case comparisons.
Annual revenue change
authorized · Prior authorized observation · Sep 15, 2022
$49M
Residential monthly bill impact
authorized · Fully projected future test year ending September 30, 2026 · Sep 11, 2025
6.7%
Return on equity
mechanism authorized · Commission-approved ROE for UGI Gas's Distribution System Improvement Charge · Jun 18, 2026
10.25%
10 events · 8 documents · 9 citations
Material filings, hearings, orders, and effective dates.
Dec 29, 2025
Case record received by Commission
official commission · completed
Dec 30, 2025
Case record posted by Commission
official commission · completed
Jan 28, 2026
Public tariff filing submitted
official commission · completed
Mar 29, 2026
Proposed tariff effective date
utility guidance · completed
Jul 9, 2026
Joint settlement filed; approval pending
official commission · completed
Jul 15, 2026
Settlement comments due
official commission · overdue_unreconciled
Oct 1, 2026
Proposed settlement step 1 effective
proposed settlement · conditional
Oct 29, 2026
Suspension expires — not a scheduled decision
statutory deadline · scheduled
Oct 1, 2027
Proposed settlement step 2 effective
proposed settlement · conditional
Jan 16, 2029
Earliest next general rate case filing under proposed stay-out
proposed settlement · conditional
Docket and evidence documents linked to this proceeding.
UGI Gas rate case docket
official docket · primary · —
UGI Gas 2026 joint petition for settlement
evidence · direct · Jul 6, 2026
Joint petition for approval of settlement — capital structure positions
evidence · primary · Jul 6, 2026
Joint petition for approval of settlement — rate steps
evidence · primary · Jul 6, 2026
Joint petition for approval of settlement — black-box treatment
evidence · primary · Jul 6, 2026
Joint petition for approval of settlement — litigated positions
evidence · primary · Jul 6, 2026
UGI Gas suspension tariff supplement
evidence · primary · Feb 27, 2026
UGI Gas 2026 rate filing Book V - Exhibits A, B, and E
evidence · direct · Jan 28, 2026
Field-level excerpts and review metadata supporting material facts.
UGI Gas 2026 joint petition for settlement
settlement agreement · Jul 6, 2026
UGI Gas 2026 rate filing Book V - Exhibits A, B, and E
utility rate case exhibit · Jan 28, 2026
Joint petition for approval of settlement — rate steps
commission filing · Jul 6, 2026
UGI Gas rate case docket
commission docket · —
Joint petition for approval of settlement — black-box treatment
commission filing · Jul 6, 2026
Joint petition for approval of settlement — capital structure positions
commission filing · Jul 6, 2026
Joint petition for approval of settlement — litigated positions
commission filing · Jul 6, 2026
Joint petition for approval of settlement — rate steps
commission filing · Jul 6, 2026
UGI Gas suspension tariff supplement
commission filing · Feb 27, 2026
Stage-preserving economics and party positions as published in the canonical record.
| Metric | Stage | Party | Period | Value | Evidence |
|---|---|---|---|---|---|
| Residential monthly bill impact | settlement | parties-ugi-gas-settlement | Fully projected future period ending September 30, 2027 | 5.7% | |
| Common equity ratio | utility request | UGI Utilities, Inc. — Gas Division | — | 54.25% | |
| Common equity ratio | settlement | parties-ugi-gas-settlement | — | Not specified | |
| Rate base | utility request | UGI Utilities, Inc. — Gas Division | Fully projected future period ending September 30, 2027 | $4,319.35M | |
| Annual revenue change | consumer advocate | party-pa-oca | — | −$15.4M | |
| Annual revenue change | utility rejoinder | UGI Utilities, Inc. — Gas Division | — | $91.44M | |
| Annual revenue change | utility request | UGI Utilities, Inc. — Gas Division | — | $99.37M | |
| Annual revenue change | settlement | parties-ugi-gas-settlement | — | $65M | |
| Annual revenue change | staff | party-pa-puc-ie | — | $53.39M | |
| Annual revenue change | staff | party-pa-puc-ie | — | $56.71M | |
| Return on equity | consumer advocate | party-pa-oca | — | 8.8% | |
| Return on equity | utility request | UGI Utilities, Inc. — Gas Division | — | 10.75% | |
| Return on equity | settlement | parties-ugi-gas-settlement | — | Not specified | |
| Return on equity | staff | party-pa-puc-ie | — | 9.81% |