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On July 9, 2026 the Joint Petitioners filed a  joint petition for approval of settlement of all issues in UGI’s rate case.

Among other things the joint proposed settlement includes the following:

• UGI and the settling parties reached an agreement that reduces the original $99.4 million rate increase request to $65 million.
• The increase will be implemented in two phases:
  • $40 million effective 10/1/26
  • $25 million effective 10/1/27
• UGI agrees not to file another general base rate case before 1/15/29, unless required by significant regulatory change.

Customer Programs:

• Launches an expanded arrearage forgiveness pilot beginning 4/1/27 for customers with household incomes between 151% and 300% of the federal poverty income guidelines. Eligible customers may receive forgiveness of 50% of arrears over a 24-month payment plan.
• Provides an additional $250,000 contribution to Operation Share and commits to maintaining at least $1.5 million annually for customer assistance until the next base rate case.
• Requires UGI to improve low-income customer outreach, expand CAP screening, update website resources, refund qualifying security deposits more quickly, and strengthen protections for domestic violence victims.

Retail Choice Provisions:

• UGI will hold a choice program workshop within 90 days of settlement approval to develop annual reporting that improves transparency.
• UGI will study the cost of implementing daily imbalance trading, with results due by 3/1/27, and discuss the findings in its 2027 purchased gas cost proceeding.
• UGI will revise its tariff to clarify the documentation and process for force majeure declarations by suppliers.
• Rate NNS will be set at $0.20/Mcf beginning with the new rates.

Weather Normalization:

• Establishes a second weather normalization adjustment pilot beginning 11/1/27, using a 5% deadband and excluding Customer Assistance Program participants.

Distribution System Improvement Charge:

• Updates DSIC eligibility and establishes the methodology for calculating the equity return using the PAPUC’s quarterly earnings reports.

Tariff Changes:

• Removes an extension requirement intended to support cost-effective customer growth.
• Updates tariff language related to payment arrangements, service terminations, customer deposits, payment methods, and outdated statutory references.
• Adds a new force majeure tariff rule for suppliers and updates purchase of receivables provisions.